MassMutual Financial Group
Description
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
Employee
Years
Job
Industry
Brett Young Brett Young's MassMutual Financial Group Experience September 2009 - March 2012
Job Account Manager at Procom
Industry Staffing and Recruiting
Experience
Procom January 2013 - Present
Procom September 2012 - January 2013
MassMutual Financial Group September 2009 - March 2012
Skills
Vendor Management, Management, Business Intelligence, Contract Recruitment, Project Management, Risk Management, Analysis, Security, Disaster Recovery, Access, IT Service Management, Employee Benefits, Temporary Placement, Quality Assurance, Professional Services, Insurance, Permanent Placement, Finance, Staff Augmentation, Payroll
Education
California State University-Northridge 2007 — 2009
Bachelor of Science, Business Management, Business
California State University-Northridge
Bachelor of Science (B.Sc.) Business Management, Business Administration and Management, General
Procom January 2013 - Present
Procom September 2012 - January 2013
MassMutual Financial Group September 2009 - March 2012
Skills
Vendor Management, Management, Business Intelligence, Contract Recruitment, Project Management, Risk Management, Analysis, Security, Disaster Recovery, Access, IT Service Management, Employee Benefits, Temporary Placement, Quality Assurance, Professional Services, Insurance, Permanent Placement, Finance, Staff Augmentation, Payroll
Education
California State University-Northridge 2007 — 2009
Bachelor of Science, Business Management, Business
California State University-Northridge
Bachelor of Science (B.Sc.) Business Management, Business Administration and Management, General
Candido Medinas Candido Medinas's MassMutual Financial Group Experience September 2013 - February 2014
Job Financial Applications Intern for PG&E
Industry Financial Services
Experience
Pacific Gas and Electric Company June 2014 - September 2014
MassMutual Financial Group September 2013 - February 2014
Home Health Aide January 2011 - January 2014
Hollister Co. November 2011 - March 2012
Skills
Financial Analysis, Financial Forecasting, Financial Modeling, Budget Forecasts, Time Management, Microsoft Excel, Teamwork, Investments, PowerPoint, SAP, Financial Reporting, Leadership, Creative Problem Solving, Microsoft Office, Integrity, Social Media, Microsoft Word, Public Speaking, Investment Strategies, Information Technology, Motivational Speaking, Economics, Trading
Education
California State University-Chico 2012 — 2015
Bachelor's degree, Finance and Economics
Pacific Gas and Electric Company June 2014 - September 2014
MassMutual Financial Group September 2013 - February 2014
Home Health Aide January 2011 - January 2014
Hollister Co. November 2011 - March 2012
Skills
Financial Analysis, Financial Forecasting, Financial Modeling, Budget Forecasts, Time Management, Microsoft Excel, Teamwork, Investments, PowerPoint, SAP, Financial Reporting, Leadership, Creative Problem Solving, Microsoft Office, Integrity, Social Media, Microsoft Word, Public Speaking, Investment Strategies, Information Technology, Motivational Speaking, Economics, Trading
Education
California State University-Chico 2012 — 2015
Bachelor's degree, Finance and Economics
Ryan Holder Ryan Holder's MassMutual Financial Group Experience July 2014 - November 2014
Job Project Manager at Inland Metal Technologies
Industry Mechanical or Industrial Engineering
Experience
Inland Metal Technologies November 2014 - Present
MassMutual Financial Group July 2014 - November 2014
Williams-Sonoma, Inc. November 2013 - May 2014
Holder's Country Inn August 2013 - September 2013
Ventana Grill - Compass Heath September 2012 - March 2013
Capital Lumber June 2012 - August 2012
Skills
Management, Leadership, Customer Service, Strategy, Time Management, Professional Services, Social Media, Social Networking, Marketing Communications, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Agricultural Science
Inland Metal Technologies November 2014 - Present
MassMutual Financial Group July 2014 - November 2014
Williams-Sonoma, Inc. November 2013 - May 2014
Holder's Country Inn August 2013 - September 2013
Ventana Grill - Compass Heath September 2012 - March 2013
Capital Lumber June 2012 - August 2012
Skills
Management, Leadership, Customer Service, Strategy, Time Management, Professional Services, Social Media, Social Networking, Marketing Communications, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Agricultural Science
Jim Enos, LUTCF Jim Enos, LUTCF's MassMutual Financial Group Experience April 2014 - January 2015
Job Financial Services Professional
Industry Financial Services
Experience
MetLife February 2015 - Present
MassMutual Financial Group April 2014 - January 2015
Farmers Insurance April 2013 - December 2013
New York Life Insurance Company February 2006 - April 2013
San Diego Fire Department February 1997 - December 2001
Del Mar Fire Department March 1996 - November 1997
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Insurance, Whole Life, Employee Benefits, Financial Services, Finance, Term Life Insurance, Long-term Care, Retirement, Health Insurance, Universal Life, Underwriting
Education
California State University-Chico
Bachelor's Degree
San Diego Miramar College
Associate's Degree, Firefighter/EMT
Tracy High School
MetLife February 2015 - Present
MassMutual Financial Group April 2014 - January 2015
Farmers Insurance April 2013 - December 2013
New York Life Insurance Company February 2006 - April 2013
San Diego Fire Department February 1997 - December 2001
Del Mar Fire Department March 1996 - November 1997
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Insurance, Whole Life, Employee Benefits, Financial Services, Finance, Term Life Insurance, Long-term Care, Retirement, Health Insurance, Universal Life, Underwriting
Education
California State University-Chico
Bachelor's Degree
San Diego Miramar College
Associate's Degree, Firefighter/EMT
Tracy High School
Erica Joy Erica Joy's MassMutual Financial Group Experience July 2013 - Present
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
Orfalea College of Business, Cal Poly San Luis Obispo March 2012 - June 2013
El Corral Bookstore/ University Store December 2010 - June 2013
Cal Poly San Luis Obispo Housing March 2009 - June 2013
Law Office of Andrew W. Hays March 2011 - January 2012
ASI Business Office June 2010 - September 2011
The Joys of Real Estate June 2004 - September 2011
Tim Bennet – Internet Advertising December 2009 - December 2010
Sea World of San Diego June 2006 - September 2008
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Sales, Event Planning, Research, Editing, Event Management, Advertising, Social Media Marketing, Facebook, Analysis, Process Scheduler, Fundraising, Teamwork, Social Networking, Leadership, Time Management, Adobe Creative Suite, Public Speaking, Outlook, Public Relations, Community Outreach, Human Resources, Marketing, Nonprofits, Data Analysis, Team Leadership, SPSS
Education
Cal Poly San Luis Obispo 2008 — 2013
Bachelor of Science (BS), Economics and International Business
Francis W. Parker High School 1995 — 2008
high school diploma
MassMutual Financial Group July 2013 - Present
Orfalea College of Business, Cal Poly San Luis Obispo March 2012 - June 2013
El Corral Bookstore/ University Store December 2010 - June 2013
Cal Poly San Luis Obispo Housing March 2009 - June 2013
Law Office of Andrew W. Hays March 2011 - January 2012
ASI Business Office June 2010 - September 2011
The Joys of Real Estate June 2004 - September 2011
Tim Bennet – Internet Advertising December 2009 - December 2010
Sea World of San Diego June 2006 - September 2008
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Sales, Event Planning, Research, Editing, Event Management, Advertising, Social Media Marketing, Facebook, Analysis, Process Scheduler, Fundraising, Teamwork, Social Networking, Leadership, Time Management, Adobe Creative Suite, Public Speaking, Outlook, Public Relations, Community Outreach, Human Resources, Marketing, Nonprofits, Data Analysis, Team Leadership, SPSS
Education
Cal Poly San Luis Obispo 2008 — 2013
Bachelor of Science (BS), Economics and International Business
Francis W. Parker High School 1995 — 2008
high school diploma
Raul Mercado Raul Mercado's MassMutual Financial Group Experience May 2001 - January 2005
Job President at Mercado Insurance Services
Industry Insurance
Experience
Mercado Insurance Services January 2005 - Present
MassMutual Financial Group May 2001 - January 2005
ADP June 1995 - April 2001
Skills
Sales Operations, Strategy, Insurance, Business Development, Workers Compensation, Small Business, Health Insurance, Disability Insurance, Sales, Finance, Management Consulting, Long Term Care Insurance, Term Life Insurance, Life Insurance, Long-term Care, Public Speaking, Human Resources, Underwriting, Employee Benefits, Entrepreneurship, New Business Development, Strategic Planning
Education
Cal Poly Pomona 1991 — 1996
BS, Marketing
Mercado Insurance Services January 2005 - Present
MassMutual Financial Group May 2001 - January 2005
ADP June 1995 - April 2001
Skills
Sales Operations, Strategy, Insurance, Business Development, Workers Compensation, Small Business, Health Insurance, Disability Insurance, Sales, Finance, Management Consulting, Long Term Care Insurance, Term Life Insurance, Life Insurance, Long-term Care, Public Speaking, Human Resources, Underwriting, Employee Benefits, Entrepreneurship, New Business Development, Strategic Planning
Education
Cal Poly Pomona 1991 — 1996
BS, Marketing
Brian Magnotta Brian Magnotta's MassMutual Financial Group Experience January 2014 - Present
Job Actuary at MassMutual
Industry Insurance
Experience
MassMutual Financial Group January 2014 - Present
The Hartford June 2003 - January 2014
Skills
Actuarial Science, Variable Annuities, Fixed Annuities, ALM, Insurance, Life Insurance, Reinsurance, Disability Insurance, Enterprise Risk..., Financial Analysis, MoSes, Retirement, Financial Modeling
Education
Bryant College 1999 — 2003
Bachelor of Science (B.S.), Actuarial Science
MassMutual Financial Group January 2014 - Present
The Hartford June 2003 - January 2014
Skills
Actuarial Science, Variable Annuities, Fixed Annuities, ALM, Insurance, Life Insurance, Reinsurance, Disability Insurance, Enterprise Risk..., Financial Analysis, MoSes, Retirement, Financial Modeling
Education
Bryant College 1999 — 2003
Bachelor of Science (B.S.), Actuarial Science
Todd B. Daniel Todd B. Daniel's MassMutual Financial Group Experience July 1991 - Present
Job Special Care Planner, Insurance and Financial Services
Industry Financial Services
Experience
MassMutual Financial Group July 1991 - Present
Skills
Special Needs, Health Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Universal Life, Whole Life, College Education..., Wealth Accumulation..., Estate Planning, Retirement Planning, Analysis, Group Life, Employee Benefits, Business Overhead..., Income Protection, Corporate Benefits, Buy-Sell, Key Person Insurance, Executive Compensation..., Permanent Life Insurance, Wealth Preservation..., Succession Planning, Small Business
Education
California State University-Northridge 1984 — 1989
Finance, Business
The American College 2010 — 2010
Special Care Planner
The American College 1991 — 1994
Life Underwriter Training Council Fellow, LUTCF, Insurance
Certification in Long-Term Care
CLTC
MassMutual Financial Group July 1991 - Present
Skills
Special Needs, Health Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Universal Life, Whole Life, College Education..., Wealth Accumulation..., Estate Planning, Retirement Planning, Analysis, Group Life, Employee Benefits, Business Overhead..., Income Protection, Corporate Benefits, Buy-Sell, Key Person Insurance, Executive Compensation..., Permanent Life Insurance, Wealth Preservation..., Succession Planning, Small Business
Education
California State University-Northridge 1984 — 1989
Finance, Business
The American College 2010 — 2010
Special Care Planner
The American College 1991 — 1994
Life Underwriter Training Council Fellow, LUTCF, Insurance
Certification in Long-Term Care
CLTC
Steven Gasparian Steven Gasparian's MassMutual Financial Group Experience September 2012 - September 2014
Job Financial Services Representative at Aligne Wealth Preservation & Insurance Services, LLC
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC May 2015 - Present
Aftershock Basketball June 2013 - September 2014
MassMutual Financial Group September 2012 - September 2014
Staples August 2012 - August 2013
Skills
Microsoft Office, Sales, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Social Media, Life & Health Insurance..., Basketball Coaching, Retirement Planning, Marketing, Time Management, PowerPoint, Event Planning, Leadership, Research, Outlook, Social Networking
Education
California State Polytechnic University-Pomona 2013 — 2015
Bachelor's Degree, Business Administration, Marketing, Sales
Aligne Wealth Preservation & Insurance Services, LLC May 2015 - Present
Aftershock Basketball June 2013 - September 2014
MassMutual Financial Group September 2012 - September 2014
Staples August 2012 - August 2013
Skills
Microsoft Office, Sales, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Social Media, Life & Health Insurance..., Basketball Coaching, Retirement Planning, Marketing, Time Management, PowerPoint, Event Planning, Leadership, Research, Outlook, Social Networking
Education
California State Polytechnic University-Pomona 2013 — 2015
Bachelor's Degree, Business Administration, Marketing, Sales
Aaron Rodriguez Aaron Rodriguez's MassMutual Financial Group Experience December 2012 - Present
Job Financial Representative at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group December 2012 - Present
Northwestern Mutual November 2010 - November 2012
JPMorgan Chase 2010 - 2010
Farmers Insurance & Financial Services August 2000 - December 2009
Monterey.com, Inc. September 1999 - May 2008
Monterey.com, Inc. September 1999 - May 2006
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Annuities, Term Life Insurance, Long Term Care, Employee Benefits, Financial Planning, Retirement, Estate Planning, Wealth Accumulation
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
B.S., Business Administration - Management
MassMutual Financial Group December 2012 - Present
Northwestern Mutual November 2010 - November 2012
JPMorgan Chase 2010 - 2010
Farmers Insurance & Financial Services August 2000 - December 2009
Monterey.com, Inc. September 1999 - May 2008
Monterey.com, Inc. September 1999 - May 2006
Skills
Disability Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Annuities, Term Life Insurance, Long Term Care, Employee Benefits, Financial Planning, Retirement, Estate Planning, Wealth Accumulation
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
B.S., Business Administration - Management
Michelle Gomez's MassMutual Financial Group Experience December 2006 - January 2009
Job Marketing at Callison
Industry Marketing and Advertising
Experience
Callison August 2013 - Present
Five Loaves and Two Fish August 2012 - Present
Precor February 2010 - August 2013
MassMutual Financial Group December 2006 - January 2009
Burk Capital Management, Inc. 2001 - 2007
Skills
Marketing, Advertising, Start-ups, Newsletters, Direct Sales, Time Management, Web Design, Research, PowerPoint, Strategic Financial..., Insurance, Financial Analysis, Investments, Wealth Management, Management, Strategic Planning, Business Analysis, Leadership, Sales, Customer Service, Negotiation, Project Management, Marketing Strategy, Salesforce.com, Event Planning, Business Development, Social Media, Strategy, Marketing Communications, Integrated Marketing
Education
University of Washington 1999 — 2001
Bahelor of Arts, Communication and Political Science
California State University-Fullerton 1998 — 1999
King's High School
King's High School
Callison August 2013 - Present
Five Loaves and Two Fish August 2012 - Present
Precor February 2010 - August 2013
MassMutual Financial Group December 2006 - January 2009
Burk Capital Management, Inc. 2001 - 2007
Skills
Marketing, Advertising, Start-ups, Newsletters, Direct Sales, Time Management, Web Design, Research, PowerPoint, Strategic Financial..., Insurance, Financial Analysis, Investments, Wealth Management, Management, Strategic Planning, Business Analysis, Leadership, Sales, Customer Service, Negotiation, Project Management, Marketing Strategy, Salesforce.com, Event Planning, Business Development, Social Media, Strategy, Marketing Communications, Integrated Marketing
Education
University of Washington 1999 — 2001
Bahelor of Arts, Communication and Political Science
California State University-Fullerton 1998 — 1999
King's High School
King's High School
James Persinger James Persinger's MassMutual Financial Group Experience August 2011 - April 2012
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors June 2012 - Present
The Unforgettables Foundation 2012 - Present
The Pick Group 2011 - Present
MassMutual Financial Group August 2011 - April 2012
BBVA Compass April 2010 - November 2010
BBVA Compass April 2007 - April 2010
Altura Credit Union May 2005 - February 2007
Skills
Retirement Planning, Insurance, Financial Services, Finance, Estate Planning, Financial Planners, Retirement, Fixed Annuities, Small Business, Risk Management, Long Term Care Insurance, Wealth Management..., Banking, Long-term Care, Life Insurance, Wealth, Mortgage Lending, Term Life Insurance, Disability Insurance, Business Planning, Strategy, Employee Benefits, Retirement Savings, Key Person Insurance, Buy-sell Agreements, Whole Life, Nonprofits, IRAs, Problem Solving, Exit Strategies, Wealth Management, 401k, Insurance Strategies, Whole Life Insurance, Sales Presentations, Tax, Strategic Financial..., Board of Directors, Retirement Solutions, Business Overhead..., Charitable Giving..., Tax Reduction Strategies, Non-profits, Board of Director...
Education
California Baptist University 2009 — 2011
Bachelors Degree, Business Administration
Riverside Community College 2002 — 2009
General Education, Business Administration
Pacific Advisors June 2012 - Present
The Unforgettables Foundation 2012 - Present
The Pick Group 2011 - Present
MassMutual Financial Group August 2011 - April 2012
BBVA Compass April 2010 - November 2010
BBVA Compass April 2007 - April 2010
Altura Credit Union May 2005 - February 2007
Skills
Retirement Planning, Insurance, Financial Services, Finance, Estate Planning, Financial Planners, Retirement, Fixed Annuities, Small Business, Risk Management, Long Term Care Insurance, Wealth Management..., Banking, Long-term Care, Life Insurance, Wealth, Mortgage Lending, Term Life Insurance, Disability Insurance, Business Planning, Strategy, Employee Benefits, Retirement Savings, Key Person Insurance, Buy-sell Agreements, Whole Life, Nonprofits, IRAs, Problem Solving, Exit Strategies, Wealth Management, 401k, Insurance Strategies, Whole Life Insurance, Sales Presentations, Tax, Strategic Financial..., Board of Directors, Retirement Solutions, Business Overhead..., Charitable Giving..., Tax Reduction Strategies, Non-profits, Board of Director...
Education
California Baptist University 2009 — 2011
Bachelors Degree, Business Administration
Riverside Community College 2002 — 2009
General Education, Business Administration
Doug Washko Doug Washko's MassMutual Financial Group Experience 1994 - Present
Job Advocate & Advisor for my Clients
Industry Marketing and Advertising
Experience
Aerosource, LLC. February 2015 - Present
MassMutual Financial Group 1994 - Present
Branded Merchandise & Print Broker July 2014 - Present
WorkflowOne 1996 - July 2014
Reynolds & Reynolds January 1996 - October 2000
Skills
Print Management, Digital Printing, Offset Printing, Direct Mail, Variable Data Printing, Wide Format Printing, Account Management, Print On Demand, Corporate Gifts, New Business Development, Direct Marketing, Sales Management, Solution Selling, B2B, Labels, Sales, Direct Sales, Contract Negotiation, Sales Process, Marketing Strategy, Leadership, Selling, CRM, PURLs, Web-to-print, Trade Shows, Managed Print Services, Fulfillment Services, Lead Generation, One-to-one Marketing, Flexo, Multi-channel Marketing, Sales Presentations, Pre-press, Cold Calling, Proof
Education
California State University-Long Beach 1988 — 1992
BA - Speech Communications
Monta Vista HS
Aerosource, LLC. February 2015 - Present
MassMutual Financial Group 1994 - Present
Branded Merchandise & Print Broker July 2014 - Present
WorkflowOne 1996 - July 2014
Reynolds & Reynolds January 1996 - October 2000
Skills
Print Management, Digital Printing, Offset Printing, Direct Mail, Variable Data Printing, Wide Format Printing, Account Management, Print On Demand, Corporate Gifts, New Business Development, Direct Marketing, Sales Management, Solution Selling, B2B, Labels, Sales, Direct Sales, Contract Negotiation, Sales Process, Marketing Strategy, Leadership, Selling, CRM, PURLs, Web-to-print, Trade Shows, Managed Print Services, Fulfillment Services, Lead Generation, One-to-one Marketing, Flexo, Multi-channel Marketing, Sales Presentations, Pre-press, Cold Calling, Proof
Education
California State University-Long Beach 1988 — 1992
BA - Speech Communications
Monta Vista HS
Andrew Romer Andrew Romer's MassMutual Financial Group Experience May 2014 - August 2014
Job Student at Bucknell University
Industry
Experience
MassMutual Financial Group May 2014 - August 2014
Krebs Fitness Center August 2011 - May 2014
Bucknell's After-School Tutoring Program September 2011 - December 2011
St. Joseph's Hospital and Medical Center July 2008 - August 2011
Skills
Microsoft Excel, Stata, Minitab, Mathematica, Microsoft Office, Writing, Creative Writing
Education
Bucknell University 2011 — 2015
MassMutual Financial Group May 2014 - August 2014
Krebs Fitness Center August 2011 - May 2014
Bucknell's After-School Tutoring Program September 2011 - December 2011
St. Joseph's Hospital and Medical Center July 2008 - August 2011
Skills
Microsoft Excel, Stata, Minitab, Mathematica, Microsoft Office, Writing, Creative Writing
Education
Bucknell University 2011 — 2015
Devan Griffith Devan Griffith's MassMutual Financial Group Experience May 2011 - August 2011
Job Actuarial Analyst at NCCI
Industry Insurance
Experience
NCCI May 2015 - Present
Travelers July 2014 - April 2015
Travelers February 2013 - July 2014
Academic Center for Excellence September 2010 - December 2012
Travelers Insurance June 2012 - August 2012
MassMutual Financial Group May 2011 - August 2011
Bryant University January 2011 - May 2011
Skills
Word, PowerPoint, Microsoft Office, Outlook, Public Speaking, Event Management, Problem Solving, VBA, Teamwork, Java, Python, Data Classification, Text Classification, Artificial Neural..., Access, SAS, Microsoft Excel, Statistics, Team Leadership, Insurance, Microsoft Word, Actuarial Science, Analysis, Data Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science, Actuarial Math
east longmeadow high school
east longmeadow high school
NCCI May 2015 - Present
Travelers July 2014 - April 2015
Travelers February 2013 - July 2014
Academic Center for Excellence September 2010 - December 2012
Travelers Insurance June 2012 - August 2012
MassMutual Financial Group May 2011 - August 2011
Bryant University January 2011 - May 2011
Skills
Word, PowerPoint, Microsoft Office, Outlook, Public Speaking, Event Management, Problem Solving, VBA, Teamwork, Java, Python, Data Classification, Text Classification, Artificial Neural..., Access, SAS, Microsoft Excel, Statistics, Team Leadership, Insurance, Microsoft Word, Actuarial Science, Analysis, Data Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science, Actuarial Math
east longmeadow high school
east longmeadow high school
William H. Robinson IV, MSA William H. Robinson IV, MSA's MassMutual Financial Group Experience 2008 - 2009
Job Assurance McGladrey LLP
Industry Accounting
Experience
McGladrey November 2011 - Present
Wells Fargo Bank N.A. October 2009 - November 2011
MassMutual Financial Group 2008 - 2009
AIG 2007 - 2008
Chaffey College 2001 - 2007
Skills
External Audit, Auditing, Financial Accounting, Financial Audits, Accounting, Financial Advisory, CRM, Strategic Financial..., Finance, Investments, Financial Analysis, Valuation, Leadership, Tax, Budgets, Management, Financial Services, Corporate Finance, Financial Statements, CPA, Insurance, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, Assurance, Asset Management, General Ledger, SEC filings, Data Analysis, Internal Audit
Education
Cal State Fullerton 2010 — 2012
MS Accountancy, Accounting
California State University-Fullerton 2004 — 2007
BA Business Administration, Finance
University of Southern California 1999 — 2003
Computer Engineering and Computer Science
Etiwanda High School
McGladrey November 2011 - Present
Wells Fargo Bank N.A. October 2009 - November 2011
MassMutual Financial Group 2008 - 2009
AIG 2007 - 2008
Chaffey College 2001 - 2007
Skills
External Audit, Auditing, Financial Accounting, Financial Audits, Accounting, Financial Advisory, CRM, Strategic Financial..., Finance, Investments, Financial Analysis, Valuation, Leadership, Tax, Budgets, Management, Financial Services, Corporate Finance, Financial Statements, CPA, Insurance, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, Assurance, Asset Management, General Ledger, SEC filings, Data Analysis, Internal Audit
Education
Cal State Fullerton 2010 — 2012
MS Accountancy, Accounting
California State University-Fullerton 2004 — 2007
BA Business Administration, Finance
University of Southern California 1999 — 2003
Computer Engineering and Computer Science
Etiwanda High School
Ian T. Vukovich, MBA, PMP Ian T. Vukovich, MBA, PMP's MassMutual Financial Group Experience April 2015 - Present
Job Systems Director at MassMutual Financial Group
Industry Banking
Experience
MassMutual Financial Group April 2015 - Present
MassMutual Financial Group July 2013 - April 2015
MassMutual Financial Group June 2011 - July 2013
Freelance Consultant - Banking Industry January 2013 - June 2013
Sungage Financial September 2011 - November 2012
Dakin Pioneer Valley Humane Society April 2010 - April 2012
Northampton Area Young Professionals July 2009 - August 2011
Greater Northampton Chamber of Commerce August 2009 - July 2011
Florence Savings Bank April 2008 - June 2011
Dakin Pioneer Valley Humane Society September 2008 - April 2010
Skills
Change Management, Project Management, Financial Analysis, Vendor Management, Process Simulation, Banking, Risk Management, Contract Negotiation, Product Development, Loans, Customer Service, Strategic Planning, Negotiation, Coaching, Budgets, Microsoft Office, Process Improvement, Project Planning
Education
Project Management Institute 2013 — 2013
Certified Project Management Professional
University of Massachusetts, Amherst 2006 — 2010
MBA, Management
Bryant University 2001 — 2005
BSBA, Finance & Marketing, Dual Majors
Williston Northampton School 1997 — 2001
High school diploma
MassMutual Financial Group April 2015 - Present
MassMutual Financial Group July 2013 - April 2015
MassMutual Financial Group June 2011 - July 2013
Freelance Consultant - Banking Industry January 2013 - June 2013
Sungage Financial September 2011 - November 2012
Dakin Pioneer Valley Humane Society April 2010 - April 2012
Northampton Area Young Professionals July 2009 - August 2011
Greater Northampton Chamber of Commerce August 2009 - July 2011
Florence Savings Bank April 2008 - June 2011
Dakin Pioneer Valley Humane Society September 2008 - April 2010
Skills
Change Management, Project Management, Financial Analysis, Vendor Management, Process Simulation, Banking, Risk Management, Contract Negotiation, Product Development, Loans, Customer Service, Strategic Planning, Negotiation, Coaching, Budgets, Microsoft Office, Process Improvement, Project Planning
Education
Project Management Institute 2013 — 2013
Certified Project Management Professional
University of Massachusetts, Amherst 2006 — 2010
MBA, Management
Bryant University 2001 — 2005
BSBA, Finance & Marketing, Dual Majors
Williston Northampton School 1997 — 2001
High school diploma
Daniel Bradley's MassMutual Financial Group Experience August 2010 - January 2012
Job Owner at Calivino Wine Pub
Industry Financial Services
Experience
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Chad Parilla Chad Parilla's MassMutual Financial Group Experience October 2006 - January 2009
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC January 2012 - Present
David White & Associates January 2009 - December 2011
MassMutual Financial Group October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Valuation, Mutual Funds, PowerPoint, Investments, Retirement, Series 65
Education
California State University-Hayward 2003 — 2006
Bachelor of Science (BS), Business
ICMA-RC January 2012 - Present
David White & Associates January 2009 - December 2011
MassMutual Financial Group October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Valuation, Mutual Funds, PowerPoint, Investments, Retirement, Series 65
Education
California State University-Hayward 2003 — 2006
Bachelor of Science (BS), Business
Nick Weber, CFP®, CRPS®'s MassMutual Financial Group Experience March 2007 - April 2010
Job Certified Financial Planner at Rios and Associates, Inc Financial Advisors
Industry Financial Services
Experience
Rios and Associates, Inc - Financial Advisors January 2013 - Present
Wells Fargo Advisors, LLC April 2010 - January 2013
MassMutual Financial Group March 2007 - April 2010
Skills
Certified Financial..., Financial Planning, Retirement Plan..., Retirement Planning, Investments, Stocks, Bonds, Mutual Funds, Alternative Investments, Portfolio Management, Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, College Education..., Insurance Planning, 401k, 401k Rollovers, Pensions, Seminars, Strategic Financial...
Education
Certified Financial Planner
Certified Financial Planner, Financial Planning and Services, Passed
College for Financial Planning
Chartered Retirement Plan Specialist, Financial Planning and Services, Passed
Holds Series 6, 63, 65, and 7 Registrations
California State University-Sacramento 2003 — 2006
Bachelor of Science, Business Administration, Concentration - Finance
Rios and Associates, Inc - Financial Advisors January 2013 - Present
Wells Fargo Advisors, LLC April 2010 - January 2013
MassMutual Financial Group March 2007 - April 2010
Skills
Certified Financial..., Financial Planning, Retirement Plan..., Retirement Planning, Investments, Stocks, Bonds, Mutual Funds, Alternative Investments, Portfolio Management, Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, College Education..., Insurance Planning, 401k, 401k Rollovers, Pensions, Seminars, Strategic Financial...
Education
Certified Financial Planner
Certified Financial Planner, Financial Planning and Services, Passed
College for Financial Planning
Chartered Retirement Plan Specialist, Financial Planning and Services, Passed
Holds Series 6, 63, 65, and 7 Registrations
California State University-Sacramento 2003 — 2006
Bachelor of Science, Business Administration, Concentration - Finance
Amit Josef's MassMutual Financial Group Experience June 2013 - September 2013
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management July 2014 - Present
Merrill Lynch September 2013 - June 2014
MassMutual Financial Group June 2013 - September 2013
Infinity Capital Funding, Inc December 2011 - January 2013
YMCA September 2007 - June 2008
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
UBS Wealth Management July 2014 - Present
Merrill Lynch September 2013 - June 2014
MassMutual Financial Group June 2013 - September 2013
Infinity Capital Funding, Inc December 2011 - January 2013
YMCA September 2007 - June 2008
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Kirt Goines Jr. Kirt Goines Jr.'s MassMutual Financial Group Experience June 2011 - August 2011
Job Inside Sales Consultant at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Khadarlis for Sierra Leone August 2012 - May 2013
Bryant University June 2012 - April 2013
Visiting Nurse Homecare September 2011 - June 2012
MassMutual Financial Group June 2011 - August 2011
Kirt's Home Improvement June 2001 - May 2011
Khadarlis For Sierra Leone March 2011 - April 2011
Pittsfield Boy's and Girl's Club August 2007 - March 2011
Massachusetts Mutual Life Insurance Company June 2010 - August 2010
Dick's Sporting Goods May 2007 - August 2009
Skills
Access, Public Speaking, Peachtree, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Customer Service, QuickBooks, Outlook, Organization, Management, Analysis, Accounting
Education
Bryant University 2010 — 2012
Bachelor of Science, Business; Accounting
University of New Haven 2008 — 2010
BA, Accounting
Khadarlis for Sierra Leone August 2012 - May 2013
Bryant University June 2012 - April 2013
Visiting Nurse Homecare September 2011 - June 2012
MassMutual Financial Group June 2011 - August 2011
Kirt's Home Improvement June 2001 - May 2011
Khadarlis For Sierra Leone March 2011 - April 2011
Pittsfield Boy's and Girl's Club August 2007 - March 2011
Massachusetts Mutual Life Insurance Company June 2010 - August 2010
Dick's Sporting Goods May 2007 - August 2009
Skills
Access, Public Speaking, Peachtree, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Customer Service, QuickBooks, Outlook, Organization, Management, Analysis, Accounting
Education
Bryant University 2010 — 2012
Bachelor of Science, Business; Accounting
University of New Haven 2008 — 2010
BA, Accounting
Chinelle Ton Chinelle Ton's MassMutual Financial Group Experience July 2013 - Present
Job Sales Manager, CLU, LUTCF
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
New York Life Insurance Company April 1996 - June 2013
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Life Insurance, Retirement, Long Term Care Insurance, IRAs, Wealth Accumulation, Disability Insurance, 401k, Financial Services, Term Life Insurance, Series 6, Investments, Long-term Care, Series 7, Strategic Financial..., Wealth Management, Series 63, Investment Strategies, Asset Allocation, Securities, Wealth, Pensions, 401k Rollovers, Series 24, Variable Annutiies
Education
California State University-Los Angeles
Bachelor's degree, Finance
MassMutual Financial Group July 2013 - Present
New York Life Insurance Company April 1996 - June 2013
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Life Insurance, Retirement, Long Term Care Insurance, IRAs, Wealth Accumulation, Disability Insurance, 401k, Financial Services, Term Life Insurance, Series 6, Investments, Long-term Care, Series 7, Strategic Financial..., Wealth Management, Series 63, Investment Strategies, Asset Allocation, Securities, Wealth, Pensions, 401k Rollovers, Series 24, Variable Annutiies
Education
California State University-Los Angeles
Bachelor's degree, Finance
Ashot Hayrapetyan Ashot Hayrapetyan's MassMutual Financial Group Experience July 2013 - Present
Job Insurance representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Services
Education
California State University-Northridge 2011 — 2013
MassMutual Financial Group July 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Services
Education
California State University-Northridge 2011 — 2013
Michael Zeiter, CLU®, ChFC®, ChSNC Michael Zeiter, CLU®, ChFC®, ChSNC's MassMutual Financial Group Experience September 2007 - July 2015
Job Financial Planner, Financial Services Representative at MetLife Premier Client Group of the Southwest
Industry Financial Services
Experience
MetLife July 2015 - Present
MassMutual Financial Group September 2007 - July 2015
Foresters September 1999 - August 2007
Food & Beverage Company September 1987 - September 2001
Skills
Retirement Planning, Estate Planning, Insurance, Special Needs Planning, Business Continuation..., Personal and Life...
Education
American College 2008 — 2011
ChSNC, ChFC®, CLU, Finance/Business & Corporate Planning/Estate Planning
California State University-Sacramento 1980 — 1984
Business/Computer Information Systems, Business
MetLife July 2015 - Present
MassMutual Financial Group September 2007 - July 2015
Foresters September 1999 - August 2007
Food & Beverage Company September 1987 - September 2001
Skills
Retirement Planning, Estate Planning, Insurance, Special Needs Planning, Business Continuation..., Personal and Life...
Education
American College 2008 — 2011
ChSNC, ChFC®, CLU, Finance/Business & Corporate Planning/Estate Planning
California State University-Sacramento 1980 — 1984
Business/Computer Information Systems, Business
Patricia Turner Patricia Turner's MassMutual Financial Group Experience 2009 - 2013
Job Envelope Specialist at Envelope Products Company
Industry Printing
Experience
Envelope Products Company January 2013 - Present
Hispanic Chamber of Commerce Contra Costa County 2011 - Present
MassMutual Financial Group 2009 - 2013
Lindsay Wildlife Museum May 2008 - June 2009
John F. Kennedy University 2006 - 2008
Saint Mary's College of California 2005 - 2006
Bucknell University 2001 - 2002
InMed 1998 - 2000
Keefer Wood Allen & Rahal 1995 - 1998
Roughing It Day Camp 1992 - 1993
Skills
Fundraising, Public Speaking, Non-profits, Insurance, Leadership Development, Employee Benefits, Investments, Estate Planning, Event Planning, Strategic Planning, Coaching, Leadership, Budgets, Strategic Financial..., Marketing, Community Outreach, Financial Analysis, Entrepreneurship, Team Building, Event Management, Financial Services
Education
California State University-Long Beach 1990 — 1993
BA
Harrisburg Area Community College
AA
University of Notre Dame
Continuing Education
Envelope Products Company January 2013 - Present
Hispanic Chamber of Commerce Contra Costa County 2011 - Present
MassMutual Financial Group 2009 - 2013
Lindsay Wildlife Museum May 2008 - June 2009
John F. Kennedy University 2006 - 2008
Saint Mary's College of California 2005 - 2006
Bucknell University 2001 - 2002
InMed 1998 - 2000
Keefer Wood Allen & Rahal 1995 - 1998
Roughing It Day Camp 1992 - 1993
Skills
Fundraising, Public Speaking, Non-profits, Insurance, Leadership Development, Employee Benefits, Investments, Estate Planning, Event Planning, Strategic Planning, Coaching, Leadership, Budgets, Strategic Financial..., Marketing, Community Outreach, Financial Analysis, Entrepreneurship, Team Building, Event Management, Financial Services
Education
California State University-Long Beach 1990 — 1993
BA
Harrisburg Area Community College
AA
University of Notre Dame
Continuing Education
Nicole Bremser Nicole Bremser's MassMutual Financial Group Experience March 2013 - Present
Job Assistant Vice President, Diversity Recruiting Strategy at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
MassMutual December 2007 - March 2013
MassMutual January 2007 - December 2007
MassMutual March 2006 - January 2007
MassMutual November 2004 - March 2006
MassMutual October 2003 - November 2004
MassMutual November 2002 - October 2003
CIGNA Retirement & Investment Services April 2000 - November 2002
Skills
Insurance, Marketing Strategy, Marketing, Life Insurance, Financial Services, Disability Insurance, Marketing Communications, Strategic Planning, Integrated Marketing, Retirement, Advertising, Recruiting, Talent Management, Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Marketing
MassMutual Financial Group March 2013 - Present
MassMutual December 2007 - March 2013
MassMutual January 2007 - December 2007
MassMutual March 2006 - January 2007
MassMutual November 2004 - March 2006
MassMutual October 2003 - November 2004
MassMutual November 2002 - October 2003
CIGNA Retirement & Investment Services April 2000 - November 2002
Skills
Insurance, Marketing Strategy, Marketing, Life Insurance, Financial Services, Disability Insurance, Marketing Communications, Strategic Planning, Integrated Marketing, Retirement, Advertising, Recruiting, Talent Management, Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Marketing
Nathan Boyer Nathan Boyer's MassMutual Financial Group Experience January 2009 - September 2010
Job Integration Architect at Objectiva Software Solutions, Inc.
Industry Computer Software
Experience
Objectiva Software Solutions, Inc. March 2015 - Present
EMC February 2008 - March 2015
MassMutual Financial Group January 2009 - September 2010
Berkley Technology Services April 2008 - December 2008
Skills
Java, Troubleshooting, Time Management, Databases, Resourceful..., Stylus Studio, Problem Solving, Data Analysis, JavaScript, Linux, XML, Unix, XML Schema, Professional Services, JBoss Application Server, Websphere, SDLC, Windows, Software Development, Integration
Education
Coleman College 2006 — 2007
Associate's degree, Computer Programing
California State University-San Marcos 2004 — 2005
Palomar College 2001 — 2004
Associate's degree
Objectiva Software Solutions, Inc. March 2015 - Present
EMC February 2008 - March 2015
MassMutual Financial Group January 2009 - September 2010
Berkley Technology Services April 2008 - December 2008
Skills
Java, Troubleshooting, Time Management, Databases, Resourceful..., Stylus Studio, Problem Solving, Data Analysis, JavaScript, Linux, XML, Unix, XML Schema, Professional Services, JBoss Application Server, Websphere, SDLC, Windows, Software Development, Integration
Education
Coleman College 2006 — 2007
Associate's degree, Computer Programing
California State University-San Marcos 2004 — 2005
Palomar College 2001 — 2004
Associate's degree
Kenneth Cohen Kenneth Cohen's MassMutual Financial Group Experience Senior VP and Dep. GC
Job Retired Deputy General Counsel at MassMutual Financial Group
Industry Public Policy
Experience
MassMutual Financial Group Senior VP and Dep. GC
Skills
Employee Benefits, Insurance, Investments, Strategy, Retirement, Leadership, Corporate Law, Pensions, Courts, Tax, Public Policy, Financial Advisory, Life Insurance, ERISA, Claim, Underwriting, Pension Funds, Policy Analysis, Nonprofits, Policy
Education
Vanderbilt University Law School 1971 — 1974
Doctor of Law (JD)
Brown University 1967 — 1971
Bachelor of Arts (BA), European History
MassMutual Financial Group Senior VP and Dep. GC
Skills
Employee Benefits, Insurance, Investments, Strategy, Retirement, Leadership, Corporate Law, Pensions, Courts, Tax, Public Policy, Financial Advisory, Life Insurance, ERISA, Claim, Underwriting, Pension Funds, Policy Analysis, Nonprofits, Policy
Education
Vanderbilt University Law School 1971 — 1974
Doctor of Law (JD)
Brown University 1967 — 1971
Bachelor of Arts (BA), European History
Jennifer Alvord Jennifer Alvord's MassMutual Financial Group Experience 2003 - 2007
Job Special Education Teacher
Industry Individual & Family Services
Experience
Agawam Public Schools September 2011 - Present
Nerium International January 2014 - January 2014
Springfield Public Schools January 2011 - August 2011
Northeast Center for Youth and Families September 2007 - January 2011
MassMutual Financial Group 2003 - 2007
Putnam Investments 2000 - 2003
Skills
Community Outreach, Non-profits, Nonprofits, Public Speaking, Special Education
Education
Cambridge College 2004 — 2007
Masters, Elementary Education
Bryant University 1996 — 2000
Bachelors, Management
Longmeadow High School 1993 — 1996
Agawam Public Schools September 2011 - Present
Nerium International January 2014 - January 2014
Springfield Public Schools January 2011 - August 2011
Northeast Center for Youth and Families September 2007 - January 2011
MassMutual Financial Group 2003 - 2007
Putnam Investments 2000 - 2003
Skills
Community Outreach, Non-profits, Nonprofits, Public Speaking, Special Education
Education
Cambridge College 2004 — 2007
Masters, Elementary Education
Bryant University 1996 — 2000
Bachelors, Management
Longmeadow High School 1993 — 1996
John Lavin's MassMutual Financial Group Experience May 2014 - May 2015
Job Financial Advising Intern at Financial Foundations, Inc
Industry Financial Services
Experience
Financial Foundations, Inc June 2015 - Present
Bryant University August 2011 - Present
MassMutual Financial Group May 2014 - May 2015
Skills
Time Management, Microsoft Excel, Teamwork, PowerPoint, Team Leadership, Social Media, Microsoft Word, Facebook, Data Analysis, Leadership, Event Planning, Social Networking
Education
Bryant University 2011 — 2015
Finance
Bryant University 2011 — 2015
Bachelor of Science, Business Administration; Finance
Financial Foundations, Inc June 2015 - Present
Bryant University August 2011 - Present
MassMutual Financial Group May 2014 - May 2015
Skills
Time Management, Microsoft Excel, Teamwork, PowerPoint, Team Leadership, Social Media, Microsoft Word, Facebook, Data Analysis, Leadership, Event Planning, Social Networking
Education
Bryant University 2011 — 2015
Finance
Bryant University 2011 — 2015
Bachelor of Science, Business Administration; Finance
Thomas Mueller Thomas Mueller's MassMutual Financial Group Experience August 2014 - June 2015
Job Account Coordinator at JNI
Industry Marketing and Advertising
Experience
JNI July 2015 - Present
MassMutual Financial Group August 2014 - June 2015
Northwestern Mutual January 2014 - August 2014
Skills
Retirement Planning, Retirement, Finance, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Financial Planning, Wealth Management, Financial Advisory, Customer Service, Public Speaking, Microsoft Office
Education
California State University-Chico 2008 — 2012
Business
Rio Americano High School 2004 — 2008
JNI July 2015 - Present
MassMutual Financial Group August 2014 - June 2015
Northwestern Mutual January 2014 - August 2014
Skills
Retirement Planning, Retirement, Finance, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Financial Planning, Wealth Management, Financial Advisory, Customer Service, Public Speaking, Microsoft Office
Education
California State University-Chico 2008 — 2012
Business
Rio Americano High School 2004 — 2008
Pat Brady's MassMutual Financial Group Experience June 2011 - August 2011
Job Senior Analyst at Hamilton Place Strategies
Industry Public Policy
Experience
Hamilton Place Strategies January 2015 - Present
Hamilton Place Strategies October 2013 - December 2014
Fannie Mae June 2013 - October 2013
Navigant August 2012 - June 2013
Laifer Capital Management May 2012 - August 2012
MassMutual Financial Group June 2011 - August 2011
Lasair Capital January 2010 - January 2010
UBS Wealth Management May 2008 - July 2008
Skills
Statistics, Analysis, Financial Analysis, Operations Research, Econometrics, Statistical Modeling, Economics, Finance, Investments, Stata, Minitab, S-Plus, PowerPoint, Microsoft Excel
Education
Bucknell University 2008 — 2012
Bachelor of Science, Economics and Math (Statistical Track)
Hamilton Place Strategies January 2015 - Present
Hamilton Place Strategies October 2013 - December 2014
Fannie Mae June 2013 - October 2013
Navigant August 2012 - June 2013
Laifer Capital Management May 2012 - August 2012
MassMutual Financial Group June 2011 - August 2011
Lasair Capital January 2010 - January 2010
UBS Wealth Management May 2008 - July 2008
Skills
Statistics, Analysis, Financial Analysis, Operations Research, Econometrics, Statistical Modeling, Economics, Finance, Investments, Stata, Minitab, S-Plus, PowerPoint, Microsoft Excel
Education
Bucknell University 2008 — 2012
Bachelor of Science, Economics and Math (Statistical Track)
Diane Gallo Diane Gallo's MassMutual Financial Group Experience January 2013 - Present
Job Director, Product Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford June 1997 - December 2012
Fidelity Investments 1988 - October 1996
Skills
Mutual Funds, Financial Services, Insurance, Retirement, 401k, Business Requirements, Investments, Analytics, Cross-functional Team..., Business Analysis, Project Management, Strategic Planning
Education
Bucknell University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
MassMutual Financial Group January 2013 - Present
The Hartford June 1997 - December 2012
Fidelity Investments 1988 - October 1996
Skills
Mutual Funds, Financial Services, Insurance, Retirement, 401k, Business Requirements, Investments, Analytics, Cross-functional Team..., Business Analysis, Project Management, Strategic Planning
Education
Bucknell University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Jeff Simes Jeff Simes's MassMutual Financial Group Experience January 2013 - October 2013
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
Jon Markos Jon Markos's MassMutual Financial Group Experience March 2012 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2012 - Present
Contracted Business Development October 2008 - March 2012
Citi/Argent January 2005 - October 2008
Morgan Funding September 2002 - January 2005
Skills
Wealth Accumulation, Investment Strategies, Investments, Risk Management, Insurance, Long-term Care, Life Insurance, Mortgage Lending, Disability Insurance, Strategic Financial..., Retirement, Estate Planning, Financial Services, Retirement Planning, Finance, Leadership, Strategy, Mutual Funds, Banking, Loans, Employee Benefits, Financial Planning
Education
Bucknell University 1996 — 2000
BS, Civil Engineering
Bucknell University 1996 — 2000
Bachelor of Science (BS), Civil Engineering
MassMutual Financial Group March 2012 - Present
Contracted Business Development October 2008 - March 2012
Citi/Argent January 2005 - October 2008
Morgan Funding September 2002 - January 2005
Skills
Wealth Accumulation, Investment Strategies, Investments, Risk Management, Insurance, Long-term Care, Life Insurance, Mortgage Lending, Disability Insurance, Strategic Financial..., Retirement, Estate Planning, Financial Services, Retirement Planning, Finance, Leadership, Strategy, Mutual Funds, Banking, Loans, Employee Benefits, Financial Planning
Education
Bucknell University 1996 — 2000
BS, Civil Engineering
Bucknell University 1996 — 2000
Bachelor of Science (BS), Civil Engineering
Cody Lam Cody Lam's MassMutual Financial Group Experience August 2010 - November 2010
Job Credit Analyst at Hyundai Capital America
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Hyundai Capital America February 2013 - July 2014
Brinker International June 2007 - February 2013
Royal Bank of Scotland June 2012 - August 2012
MassMutual Financial Group August 2010 - November 2010
Blessed Sacrament Church May 2004 - August 2007
Skills
Financial Analysis, Microsoft Office, Credit Analysis, Restrictive Covenants, Covenant Compliance, Spreads, Leadership, Strategic Financial...
Education
California State University-Fullerton 2007 — 2011
Bachelor's degree, Finance, General
Wells Fargo July 2014 - Present
Hyundai Capital America February 2013 - July 2014
Brinker International June 2007 - February 2013
Royal Bank of Scotland June 2012 - August 2012
MassMutual Financial Group August 2010 - November 2010
Blessed Sacrament Church May 2004 - August 2007
Skills
Financial Analysis, Microsoft Office, Credit Analysis, Restrictive Covenants, Covenant Compliance, Spreads, Leadership, Strategic Financial...
Education
California State University-Fullerton 2007 — 2011
Bachelor's degree, Finance, General
William Neal Johnson William Neal Johnson's MassMutual Financial Group Experience December 2011 - August 2012
Job National Recuiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek November 2012 - Present
UEI College July 2012 - October 2012
MassMutual Financial Group December 2011 - August 2012
Mel's Drive-In November 2007 - October 2009
Skills
Communication, Management, Finance, Retirement Plan..., Personal Financial..., Retirement Benefits, Retirement Savings, Retirement, Consumer Behaviour, Consumer Marketing, Career Placement, Interviewing Skills, Recruiting, Consumer Affairs, Customer Service
Education
California State University-Long Beach 2007 — 2012
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Los Alamitos High School 2003 — 2007
Aerotek November 2012 - Present
UEI College July 2012 - October 2012
MassMutual Financial Group December 2011 - August 2012
Mel's Drive-In November 2007 - October 2009
Skills
Communication, Management, Finance, Retirement Plan..., Personal Financial..., Retirement Benefits, Retirement Savings, Retirement, Consumer Behaviour, Consumer Marketing, Career Placement, Interviewing Skills, Recruiting, Consumer Affairs, Customer Service
Education
California State University-Long Beach 2007 — 2012
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Los Alamitos High School 2003 — 2007
Robert Barkle's MassMutual Financial Group Experience July 2014 - Present
Job Financial Advisor at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Greater Los Angeles September 2014 - Present
MassMutual Financial Group July 2014 - Present
Accuride International Limited 1998 - 2002
Accuride International Limited 1998 - 2002
Accuride International Limited 1998 - 2002
Skills
Life, disability..., Retirement, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Financial Services
Education
California State University-Fullerton 1982 — 1985
Bachelor’s Degree, Marketing, 3.16
MassMutual Greater Los Angeles September 2014 - Present
MassMutual Financial Group July 2014 - Present
Accuride International Limited 1998 - 2002
Accuride International Limited 1998 - 2002
Accuride International Limited 1998 - 2002
Skills
Life, disability..., Retirement, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Financial Services
Education
California State University-Fullerton 1982 — 1985
Bachelor’s Degree, Marketing, 3.16
Chris Ryther Chris Ryther's MassMutual Financial Group Experience November 2011 - May 2013
Job Plan Services Account Manager at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
Great-West Financial September 2014 - February 2015
Great-West Financial May 2013 - September 2014
MassMutual Financial Group November 2011 - May 2013
Exel March 2010 - August 2011
Exel January 2008 - March 2010
State Hornet September 2005 - January 2007
California State University, Sacramento September 2005 - December 2006
Monroe Community College August 1998 - June 2006
Eckerd August 1997 - January 2000
Skills
Sales, Insurance, Analysis, Employee Benefits, Customer Relations, Process Improvement, Fixed Annuities, Operations Management, Distribution Center..., Microsoft Excel, Customer Service, 401k
Education
California State University-Sacramento 2005 — 2007
BS, Business Management, International Business with a Minor in Economics
Monroe Community College 2000 — 2004
AS, International Business
Pittsford-Mendon High School
EMPOWER Retirement February 2015 - Present
Great-West Financial September 2014 - February 2015
Great-West Financial May 2013 - September 2014
MassMutual Financial Group November 2011 - May 2013
Exel March 2010 - August 2011
Exel January 2008 - March 2010
State Hornet September 2005 - January 2007
California State University, Sacramento September 2005 - December 2006
Monroe Community College August 1998 - June 2006
Eckerd August 1997 - January 2000
Skills
Sales, Insurance, Analysis, Employee Benefits, Customer Relations, Process Improvement, Fixed Annuities, Operations Management, Distribution Center..., Microsoft Excel, Customer Service, 401k
Education
California State University-Sacramento 2005 — 2007
BS, Business Management, International Business with a Minor in Economics
Monroe Community College 2000 — 2004
AS, International Business
Pittsford-Mendon High School
Monica Milani Monica Milani's MassMutual Financial Group Experience August 2011 - September 2012
Job Accounting Associate
Industry Information Technology and Services
Experience
DentalXchange.com March 2013 - Present
MassMutual Financial Group August 2011 - September 2012
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Estate Planning, Wealth Management, Financial Services, Microsoft Excel, Forecasting, IRAs, Series 7, Financial Advisory, Securities, Risk Management, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Financial Modeling, Asset Management, Valuation, Banking, Employee Benefits, Accounting, Fixed Assets, Budgets, Microsoft Dynamics, Financial Planning
Education
California State University-Northridge
Bachelors of Science, Finance
DentalXchange.com March 2013 - Present
MassMutual Financial Group August 2011 - September 2012
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Estate Planning, Wealth Management, Financial Services, Microsoft Excel, Forecasting, IRAs, Series 7, Financial Advisory, Securities, Risk Management, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Financial Modeling, Asset Management, Valuation, Banking, Employee Benefits, Accounting, Fixed Assets, Budgets, Microsoft Dynamics, Financial Planning
Education
California State University-Northridge
Bachelors of Science, Finance
Kevin Delange's MassMutual Financial Group Experience June 2012 - October 2012
Job LIfe Insurance Brokerage Director at Innovative Solutions Insurance Services
Industry Financial Services
Experience
Innovative Solutions Insurance Services LLC November 2012 - Present
MassMutual Financial Group June 2012 - October 2012
Northwestern Mutual November 2011 - June 2012
Nick's Electric Gates June 2006 - September 2011
Cool Hoops Basketball 2003 - 2008
Skills
Insurance, Life Insurance Expert, Case Design, Illustration Design..., Impaired Risks, Niche Life Insurance..., Underwriting, Pre and Post Sales..., Variable Life Insurance, Permanent Life Insurance, Sales, Series 63, Series 6, New Business Facilitator, Business and Estate..., Competitive Analysis, Strategic Financial..., Financial Services, Disability Insurance, Wealth Accumulation, Financial Strategy, Brand Development, Brokerage General Agency, Business Coaching, Buy-Sell, Creative Innovation, Facilitator, Financial Planners, General Agency, Guaranteed Universal..., Retirement, Insurance Distribution, Employee Benefits, New Product Launches, Business Leadership, Index Universal Life, Finance, Split Dollar, Team building, Wealth Management, Portfolio Management, Retirement Planning, Whole Life, Life Insurance Shopping, Life Insurance, Insurance Brokerage, Strategic Planning, Financial Analysis, Business Development, CRM
Education
California State University-Fullerton 2006 — 2010
B.A. Finance, Insurance and Risk Management
Valencia High School 2002 — 2006
Innovative Solutions Insurance Services LLC November 2012 - Present
MassMutual Financial Group June 2012 - October 2012
Northwestern Mutual November 2011 - June 2012
Nick's Electric Gates June 2006 - September 2011
Cool Hoops Basketball 2003 - 2008
Skills
Insurance, Life Insurance Expert, Case Design, Illustration Design..., Impaired Risks, Niche Life Insurance..., Underwriting, Pre and Post Sales..., Variable Life Insurance, Permanent Life Insurance, Sales, Series 63, Series 6, New Business Facilitator, Business and Estate..., Competitive Analysis, Strategic Financial..., Financial Services, Disability Insurance, Wealth Accumulation, Financial Strategy, Brand Development, Brokerage General Agency, Business Coaching, Buy-Sell, Creative Innovation, Facilitator, Financial Planners, General Agency, Guaranteed Universal..., Retirement, Insurance Distribution, Employee Benefits, New Product Launches, Business Leadership, Index Universal Life, Finance, Split Dollar, Team building, Wealth Management, Portfolio Management, Retirement Planning, Whole Life, Life Insurance Shopping, Life Insurance, Insurance Brokerage, Strategic Planning, Financial Analysis, Business Development, CRM
Education
California State University-Fullerton 2006 — 2010
B.A. Finance, Insurance and Risk Management
Valencia High School 2002 — 2006
Iman Niazi, MBA Iman Niazi, MBA's MassMutual Financial Group Experience August 2006 - August 2007
Job Senior Annuity Illustration Analyst at Pacific Life
Industry Financial Services
Experience
Pacific Life January 2015 - Present
Pacific Life April 2013 - January 2015
Pacific Life April 2012 - April 2013
Pacific Life August 2008 - April 2012
Pacific Life August 2007 - August 2008
MassMutual Financial Group August 2006 - August 2007
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Cal State Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Business Administration, Finance
Orange Coast College 2003 — 2005
Associate of Arts (AA), Business Administration
Pacific Life January 2015 - Present
Pacific Life April 2013 - January 2015
Pacific Life April 2012 - April 2013
Pacific Life August 2008 - April 2012
Pacific Life August 2007 - August 2008
MassMutual Financial Group August 2006 - August 2007
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Cal State Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Business Administration, Finance
Orange Coast College 2003 — 2005
Associate of Arts (AA), Business Administration
Daniel M. Gonzalez CFS Daniel M. Gonzalez CFS's MassMutual Financial Group Experience March 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group March 1990 - Present
Anthem 1990 - 2013
The Austin Company January 1987 - December 1989
Skills
Insurance, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Planning, Retirement, Securities
Education
California State University-Long Beach 1984 — 1986
Bachelor of Science (B.S.) Cnd., Civil Engineering
El Camino College 1980 — 1983
Associate of Arts and Sciences (A.A.S.), Architecture
Aviation HS
Bishop Montgomery HS
MassMutual Financial Group March 1990 - Present
Anthem 1990 - 2013
The Austin Company January 1987 - December 1989
Skills
Insurance, Strategic Financial..., Retirement Planning, Investment Strategies, Estate Planning, Retirement, Securities
Education
California State University-Long Beach 1984 — 1986
Bachelor of Science (B.S.) Cnd., Civil Engineering
El Camino College 1980 — 1983
Associate of Arts and Sciences (A.A.S.), Architecture
Aviation HS
Bishop Montgomery HS
Xi 'Sea' Zou, MBA Xi 'Sea' Zou, MBA's MassMutual Financial Group Experience 2011 - 2013
Job East West Bank Private Banking
Industry Financial Services
Experience
East West Bank 2015 - Present
Bank of America/Merrill Edge 2013 - 2015
MassMutual Financial Group 2011 - 2013
CR-Changrong Adhesive Tape And Packing Materials Ltd. January 2007 - January 2012
New York Life Insurance Company 2010 - 2011
Pacific Gas & Electric September 2008 - December 2010
Skills
Estate Planning, Business Planning, Retirement Planning, Health Insurance, Insurance, College Funding, Fixed Annuities, Life Insurance, Long Term Care Insurance, Banking, Mortgage Lending, Mutual Funds, Stocks, Investment Strategies, Asset Management, Asset Allocation, Variable Annuities, Indexed Annuities, Disability Insurance, Investments, Financial Services
Education
California State University-East Bay 2007 — 2010
MBA, Focus on Finance, 3.66 GPA
Johnson and Wales University 2001 — 2006
Bachelor's degree, International Business, Focus Operational Management, 3.8 GPA
East West Bank 2015 - Present
Bank of America/Merrill Edge 2013 - 2015
MassMutual Financial Group 2011 - 2013
CR-Changrong Adhesive Tape And Packing Materials Ltd. January 2007 - January 2012
New York Life Insurance Company 2010 - 2011
Pacific Gas & Electric September 2008 - December 2010
Skills
Estate Planning, Business Planning, Retirement Planning, Health Insurance, Insurance, College Funding, Fixed Annuities, Life Insurance, Long Term Care Insurance, Banking, Mortgage Lending, Mutual Funds, Stocks, Investment Strategies, Asset Management, Asset Allocation, Variable Annuities, Indexed Annuities, Disability Insurance, Investments, Financial Services
Education
California State University-East Bay 2007 — 2010
MBA, Focus on Finance, 3.66 GPA
Johnson and Wales University 2001 — 2006
Bachelor's degree, International Business, Focus Operational Management, 3.8 GPA
Cindy M Fuzie Cindy M Fuzie's MassMutual Financial Group Experience August 2006 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group August 2006 - October 2012
Education
California State University-Sacramento
Bachelor of Arts in Liberal Studies
MassMutual Financial Group August 2006 - October 2012
Education
California State University-Sacramento
Bachelor of Arts in Liberal Studies
Julie Arciszewski Julie Arciszewski's MassMutual Financial Group Experience 1989 - 2009
Job Vice President Commercial Behavioral Health Marketing at Magellan Health
Industry Financial Services
Experience
Magellan Health Services June 2012 - Present
Magellan Health Services April 2012 - June 2012
ING April 2011 - April 2012
Patch.com November 2010 - November 2011
MassMutual September 1989 - May 2009
MassMutual Financial Group 1989 - 2009
Monarch Financial Service October 1988 - September 1989
Contel September 1986 - October 1988
Skills
Marketing Strategy, Strategic Communications, Product Marketing, project management, Brand Development, Brand Architecture, Marketing Management, Online Marketing, Marketing to Baby..., Advertising, Brand Management, Positioning, Marketing Communications, Integrated Marketing, Financial Services, Email Marketing, Insurance, Internal Communications, Social Media, Budgets, Photography, Social Media Marketing, Direct Marketing, Vendor Management, Marketing, Corporate Communications, Management, Segmentation, Strategy, Project Management, CRM, Leadership, Training, Online Advertising, Strategic Planning, Business Strategy
Education
University of Massachusetts Boston
Master of Science (MS), Gerontology, Management of Aging Services
Western New England College 2000 — 2006
MBA, Marketing
Bryant University 1983 — 1987
BS, Marketing
Northwestern University - Kellogg School of Management 2003 — 2003
Creating a Market Focused Organization
University of Virginia - Darden Graduate School of Business Administration 2003 — 2003
Negotiating Corporate Change
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2002
Strategic Brand Management
University of Virginia - Darden Graduate School of Business Administration 2001 — 2001
Excellence in Leadership
Northwestern University - Kellogg School of Management 1998 — 1998
Consumer Marketing Strategy
Magellan Health Services June 2012 - Present
Magellan Health Services April 2012 - June 2012
ING April 2011 - April 2012
Patch.com November 2010 - November 2011
MassMutual September 1989 - May 2009
MassMutual Financial Group 1989 - 2009
Monarch Financial Service October 1988 - September 1989
Contel September 1986 - October 1988
Skills
Marketing Strategy, Strategic Communications, Product Marketing, project management, Brand Development, Brand Architecture, Marketing Management, Online Marketing, Marketing to Baby..., Advertising, Brand Management, Positioning, Marketing Communications, Integrated Marketing, Financial Services, Email Marketing, Insurance, Internal Communications, Social Media, Budgets, Photography, Social Media Marketing, Direct Marketing, Vendor Management, Marketing, Corporate Communications, Management, Segmentation, Strategy, Project Management, CRM, Leadership, Training, Online Advertising, Strategic Planning, Business Strategy
Education
University of Massachusetts Boston
Master of Science (MS), Gerontology, Management of Aging Services
Western New England College 2000 — 2006
MBA, Marketing
Bryant University 1983 — 1987
BS, Marketing
Northwestern University - Kellogg School of Management 2003 — 2003
Creating a Market Focused Organization
University of Virginia - Darden Graduate School of Business Administration 2003 — 2003
Negotiating Corporate Change
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2002
Strategic Brand Management
University of Virginia - Darden Graduate School of Business Administration 2001 — 2001
Excellence in Leadership
Northwestern University - Kellogg School of Management 1998 — 1998
Consumer Marketing Strategy
Lawrence D. Silver, QKA Lawrence D. Silver, QKA's MassMutual Financial Group Experience January 2013 - Present
Job Director, Compliance Testing & Reporting Services
Industry Financial Services
Experience
Mansfield Youth Soccer September 2013 - Present
MassMutual Financial Group January 2013 - Present
Hartford Life March 2008 - December 2012
ASPPA Benefits Council of New England January 2006 - December 2012
American Society of Pension Professionals and Actuaries October 2010 - October 2012
American Society of Pension Professionals and Actuaries November 2008 - October 2010
American Society of Pension Professionals and Actuaries November 2006 - October 2010
Sun Life Retirement Services (U.S.), Inc. September 2006 - February 2008
MFS Retirement Services, Inc. (Subsidiary of Sun Life) February 1999 - September 2006
MFS Investment Management, Inc. August 1997 - February 1999
Skills
Project Implementation, Client Service, IT Support, Budget Development, Coaching, 401k, ERISA, Operational Efficiency, Organizational..., Project Facilitation, Reconciliation, Plan Design, Retirement, Pension Administration, Compliance, Customer Relations, Mentoring Of Staff, Defined Contribution, Project Management, Business Planning, Leadership, Strategic Planning, Investments, Employee Benefits, Budgets, Nonprofits, Defined Benefit, Customer Service, Management, Insurance, Training, Profit Sharing, Strategy, Deferred Compensation, Human Resources, Analysis, Mutual Funds, Program Management, Investment Advisory, Financial Services, Series 63, CRM, Retirement Plan..., FINRA, Actuarial Science, Executive Pay, Strategic Financial..., Account Reconciliation, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance (Additional Concentration: Accounting)
Sharon High School 1989 — 1993
Mansfield Youth Soccer September 2013 - Present
MassMutual Financial Group January 2013 - Present
Hartford Life March 2008 - December 2012
ASPPA Benefits Council of New England January 2006 - December 2012
American Society of Pension Professionals and Actuaries October 2010 - October 2012
American Society of Pension Professionals and Actuaries November 2008 - October 2010
American Society of Pension Professionals and Actuaries November 2006 - October 2010
Sun Life Retirement Services (U.S.), Inc. September 2006 - February 2008
MFS Retirement Services, Inc. (Subsidiary of Sun Life) February 1999 - September 2006
MFS Investment Management, Inc. August 1997 - February 1999
Skills
Project Implementation, Client Service, IT Support, Budget Development, Coaching, 401k, ERISA, Operational Efficiency, Organizational..., Project Facilitation, Reconciliation, Plan Design, Retirement, Pension Administration, Compliance, Customer Relations, Mentoring Of Staff, Defined Contribution, Project Management, Business Planning, Leadership, Strategic Planning, Investments, Employee Benefits, Budgets, Nonprofits, Defined Benefit, Customer Service, Management, Insurance, Training, Profit Sharing, Strategy, Deferred Compensation, Human Resources, Analysis, Mutual Funds, Program Management, Investment Advisory, Financial Services, Series 63, CRM, Retirement Plan..., FINRA, Actuarial Science, Executive Pay, Strategic Financial..., Account Reconciliation, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance (Additional Concentration: Accounting)
Sharon High School 1989 — 1993
Matthew C Smith Matthew C Smith's MassMutual Financial Group Experience May 2009 - Present
Job Retirement Education Specialist and Plan Consultant at Mass Mutual
Industry Investment Management
Experience
MassMutual Financial Group May 2009 - Present
Bank of America January 2008 - February 2009
AXA Equitable Financial Advisors November 2005 - December 2007
Mcgraw-Hill May 2003 - September 2005
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Services, Equities, Insurance, Financial Advisory, Securities, Retirement Planning
Education
University of San Francisco 2001 — 2003
M.A.
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S.
Del Campo 1989 — 1992
MassMutual Financial Group May 2009 - Present
Bank of America January 2008 - February 2009
AXA Equitable Financial Advisors November 2005 - December 2007
Mcgraw-Hill May 2003 - September 2005
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Services, Equities, Insurance, Financial Advisory, Securities, Retirement Planning
Education
University of San Francisco 2001 — 2003
M.A.
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S.
Del Campo 1989 — 1992
Gergely Nemo Nemeth Gergely Nemo Nemeth's MassMutual Financial Group Experience May 2008 - April 2009
Job Strategy & Analytics at Red Oak Sourcing
Industry Management Consulting
Experience
Red Oak Sourcing July 2014 - Present
Deloitte July 2012 - July 2014
Deloitte Consulting May 2011 - August 2011
Sagence Group LLC February 2011 - April 2011
Rocky Mountain Institute May 2010 - July 2010
MassMutual Financial Group May 2008 - April 2009
Skills
Strategy, Data Analysis, Leadership, Analytics, Management Consulting, Financial Modeling, Business Modeling, Data Visualization, Research, Process Improvement, Training, Supply Chain, Sustainability, Six Sigma, Tableau, SQL, R, Pharmaceutical Industry, Financial Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2012
MBA, Decision Sciences
Duke University - The Nicholas School of the Environment 2009 — 2012
MEM, Environmental Economics and Policy
Bryant University
Bachelor's, Business Administration (Economics/Marketing)
Lovassy László Gimnázium
High School, Computer Science
Red Oak Sourcing July 2014 - Present
Deloitte July 2012 - July 2014
Deloitte Consulting May 2011 - August 2011
Sagence Group LLC February 2011 - April 2011
Rocky Mountain Institute May 2010 - July 2010
MassMutual Financial Group May 2008 - April 2009
Skills
Strategy, Data Analysis, Leadership, Analytics, Management Consulting, Financial Modeling, Business Modeling, Data Visualization, Research, Process Improvement, Training, Supply Chain, Sustainability, Six Sigma, Tableau, SQL, R, Pharmaceutical Industry, Financial Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2012
MBA, Decision Sciences
Duke University - The Nicholas School of the Environment 2009 — 2012
MEM, Environmental Economics and Policy
Bryant University
Bachelor's, Business Administration (Economics/Marketing)
Lovassy László Gimnázium
High School, Computer Science
Emily Farrell Emily Farrell's MassMutual Financial Group Experience February 2010 - Present
Job Account Manager & Coordinator Life & Health at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2010 - Present
So Cal Aquatic Life Services, Inc January 2006 - July 2011
Angel Stadium and Dodger Stadium January 2003 - October 2007
Skills
Insurance, Microsoft Office, Office Administration, Manage Client..., Life Insurance, Health Insurance, Account Management, Customer Service, Microsoft Excel
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
MassMutual Financial Group February 2010 - Present
So Cal Aquatic Life Services, Inc January 2006 - July 2011
Angel Stadium and Dodger Stadium January 2003 - October 2007
Skills
Insurance, Microsoft Office, Office Administration, Manage Client..., Life Insurance, Health Insurance, Account Management, Customer Service, Microsoft Excel
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
Russell Phipps Russell Phipps's MassMutual Financial Group Experience April 2015 - Present
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Northwestern Mutual March 2013 - March 2015
Family 1st Financial November 1992 - February 2013
Foxwoods Resort Casino September 1992 - February 2011
Skills
Employee Benefits, Executive Benefit..., Key Man Insurance, Buy Sell Agreements, Life Insurance, Disability Insurance, Disability Overhead..., Savings and Investment..., Retirement Planning, Retirement, Financial Advisory, Wealth Accumulation, Long Term Care Insurance, Estate Planning, Finance, Key Person Insurance, Executive Pay, Fixed Annuities, Financial Goals, Insurance, Investments, Buy-sell Agreements, Securities, Income Protection, Mutual Funds, Long-term Care, 401k, Strategic Financial..., Financial Planners, Asset Protection, Wealth, Savings, Term Life Insurance, Personal Finance, Series 63, Financial Planning
Education
Bryant University 1984 — 1986
Bachelor of Science (BS), Accounting
The University of Connecticut 1982 — 1984
MassMutual Financial Group April 2015 - Present
Northwestern Mutual March 2013 - March 2015
Family 1st Financial November 1992 - February 2013
Foxwoods Resort Casino September 1992 - February 2011
Skills
Employee Benefits, Executive Benefit..., Key Man Insurance, Buy Sell Agreements, Life Insurance, Disability Insurance, Disability Overhead..., Savings and Investment..., Retirement Planning, Retirement, Financial Advisory, Wealth Accumulation, Long Term Care Insurance, Estate Planning, Finance, Key Person Insurance, Executive Pay, Fixed Annuities, Financial Goals, Insurance, Investments, Buy-sell Agreements, Securities, Income Protection, Mutual Funds, Long-term Care, 401k, Strategic Financial..., Financial Planners, Asset Protection, Wealth, Savings, Term Life Insurance, Personal Finance, Series 63, Financial Planning
Education
Bryant University 1984 — 1986
Bachelor of Science (BS), Accounting
The University of Connecticut 1982 — 1984
Lynn Roy, APA, RPA Lynn Roy, APA, RPA's MassMutual Financial Group Experience January 2013 - Present
Job Vice President, TPA Markets at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford July 2003 - January 2013
The Hartford November 1997 - July 2003
Aetna Financial Services June 1978 - November 1997
Skills
Series 6, Investments, 401k, Employee Benefits, Retirement, Process Improvement, Series 26, New Business Development, Customer Service, Key Account..., Operations Management, Sales, Asset Allocation, Defined Benefit, ERISA, FINRA, Mutual Funds, Leadership
Education
Central Connecticut State University 1981 — 1985
Bachelor of Science (BS), Finance, 4.0
Bryant University 1976 — 1978
Associate of Science (AS), Accounting and Related Services, 3.96
MassMutual Financial Group January 2013 - Present
The Hartford July 2003 - January 2013
The Hartford November 1997 - July 2003
Aetna Financial Services June 1978 - November 1997
Skills
Series 6, Investments, 401k, Employee Benefits, Retirement, Process Improvement, Series 26, New Business Development, Customer Service, Key Account..., Operations Management, Sales, Asset Allocation, Defined Benefit, ERISA, FINRA, Mutual Funds, Leadership
Education
Central Connecticut State University 1981 — 1985
Bachelor of Science (BS), Finance, 4.0
Bryant University 1976 — 1978
Associate of Science (AS), Accounting and Related Services, 3.96
David Acselrod David Acselrod's MassMutual Financial Group Experience May 2014 - Present
Job Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
MetLife 2012 - 2014
MetLife 2009 - 2011
MetLife 2006 - 2009
MetLife 2003 - 2005
MetLife 1999 - 2002
MetLife 1998 - 1999
JPMorgan Chase 1997 - 1998
Booz Allen Hamilton 1994 - 1997
Travelers 1988 - 1992
Skills
Insurance, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Property & Casualty..., Underwriting, Risk Management, Mergers & Acquisitions, Employee Benefits, Disability Insurance, Leadership, Leading..., Strategic Planning, Management Consulting, Strategy, Market Management, Product Development, Product Management, Business Development, FInancial Management, Cost reduction, Operations, Process Improvement, Sales Management, Claims, Performance Measurement, Productivity..., Compensation Strategies, Broker-Dealer
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Bucknell University 1984 — 1988
BA
MassMutual Financial Group May 2014 - Present
MetLife 2012 - 2014
MetLife 2009 - 2011
MetLife 2006 - 2009
MetLife 2003 - 2005
MetLife 1999 - 2002
MetLife 1998 - 1999
JPMorgan Chase 1997 - 1998
Booz Allen Hamilton 1994 - 1997
Travelers 1988 - 1992
Skills
Insurance, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Property & Casualty..., Underwriting, Risk Management, Mergers & Acquisitions, Employee Benefits, Disability Insurance, Leadership, Leading..., Strategic Planning, Management Consulting, Strategy, Market Management, Product Development, Product Management, Business Development, FInancial Management, Cost reduction, Operations, Process Improvement, Sales Management, Claims, Performance Measurement, Productivity..., Compensation Strategies, Broker-Dealer
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Bucknell University 1984 — 1988
BA
David Arzumanov David Arzumanov's MassMutual Financial Group Experience February 2013 - December 2013
Job Sr. Collateral Analyst at GemCap
Industry Information Technology and Services
Experience
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
Cheyenne Huang's MassMutual Financial Group Experience September 2008 - March 2010
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
MassMutual Financial Group September 2008 - March 2010
Iridesse Inc. (was founded by Tiffany & Co.) October 2008 - March 2009
California State University, Northridge September 2006 - January 2007
Santa Monica College September 2004 - January 2006
MCM Supply Inc. January 2003 - August 2004
Simayof - Diamond Cutters and Jewelers July 2000 - May 2002
Skills
Customer Service, Insurance, Word, PowerPoint, Excel, Microsoft Office, Event Planning, Outlook, Accounting, Quickbooks, Access, Jewelry Design, Pearls, Finance, Handmade Jewelry, Jewelry, Financial Analysis, Golf
Education
State of California Department of Insurance 2008 — 2014
License, Life-Only/Accident and Health
California State University-Northridge 2006 — 2008
B.A., Finance & Real Estate
Gemological Institute of America 2006 — 2007
Diploma, Graduate Pearls
Santa Monica College 2004 — 2006
AA, Business Administration & Liberal Arts
New York Life Insurance Company April 2013 - Present
MassMutual Financial Group September 2008 - March 2010
Iridesse Inc. (was founded by Tiffany & Co.) October 2008 - March 2009
California State University, Northridge September 2006 - January 2007
Santa Monica College September 2004 - January 2006
MCM Supply Inc. January 2003 - August 2004
Simayof - Diamond Cutters and Jewelers July 2000 - May 2002
Skills
Customer Service, Insurance, Word, PowerPoint, Excel, Microsoft Office, Event Planning, Outlook, Accounting, Quickbooks, Access, Jewelry Design, Pearls, Finance, Handmade Jewelry, Jewelry, Financial Analysis, Golf
Education
State of California Department of Insurance 2008 — 2014
License, Life-Only/Accident and Health
California State University-Northridge 2006 — 2008
B.A., Finance & Real Estate
Gemological Institute of America 2006 — 2007
Diploma, Graduate Pearls
Santa Monica College 2004 — 2006
AA, Business Administration & Liberal Arts
Joseph Camasso Joseph Camasso's MassMutual Financial Group Experience May 2013 - March 2014
Job Member Success Manager at Club Benchmarking
Industry Management Consulting
Experience
Club Benchmarking August 2015 - Present
Natural Roots and Remedies LLC May 2014 - Present
Eastern Financial Network May 2013 - March 2014
MassMutual Financial Group May 2013 - March 2014
Northwestern Mutual May 2011 - May 2013
Salem Co-Operative Bank July 2007 - July 2008
Skills
Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, Tax Efficiency, Personal Tax Planning, Business Tax Planning, Long Term Care Insurance, Long Term Business..., Long Term Relationship..., Long-term Customer..., Trusting Relationships, Strategic Planning, Strategic Consulting, Strategic Financial..., Retirement Planning, Employee Benefits, Financial Analysis, Risk Management, Wealth Accumulation, Wealth Management, Business Development, Business Strategy, Investments, Education Funding
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Financial Services and Psychology
John Cabot University 2012 — 2012
Bachelor of Science in Business Administration, Social Sciences, Junior - Spring Semester
Pinkerton Academy 2004 — 2009
Club Benchmarking August 2015 - Present
Natural Roots and Remedies LLC May 2014 - Present
Eastern Financial Network May 2013 - March 2014
MassMutual Financial Group May 2013 - March 2014
Northwestern Mutual May 2011 - May 2013
Salem Co-Operative Bank July 2007 - July 2008
Skills
Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, Tax Efficiency, Personal Tax Planning, Business Tax Planning, Long Term Care Insurance, Long Term Business..., Long Term Relationship..., Long-term Customer..., Trusting Relationships, Strategic Planning, Strategic Consulting, Strategic Financial..., Retirement Planning, Employee Benefits, Financial Analysis, Risk Management, Wealth Accumulation, Wealth Management, Business Development, Business Strategy, Investments, Education Funding
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Financial Services and Psychology
John Cabot University 2012 — 2012
Bachelor of Science in Business Administration, Social Sciences, Junior - Spring Semester
Pinkerton Academy 2004 — 2009
Ben N. Levine Ben N. Levine's MassMutual Financial Group Experience February 1992 - March 2004
Job Founder, Noble Financial & Insurance Services
Industry Financial Services
Experience
Noble Financial & Insurance Services January 2004 - Present
MassMutual Financial Group February 1992 - March 2004
Skills
Insurance, Estate Planning, Retirement Planning, Financial Planning, Business Planning, Strategic Financial..., Life Insurance
Education
California State University-Northridge
The American College
Chartered Advisor in Philanthropy, Charitable Giving
Noble Financial & Insurance Services January 2004 - Present
MassMutual Financial Group February 1992 - March 2004
Skills
Insurance, Estate Planning, Retirement Planning, Financial Planning, Business Planning, Strategic Financial..., Life Insurance
Education
California State University-Northridge
The American College
Chartered Advisor in Philanthropy, Charitable Giving
Todd Jacobson Todd Jacobson's MassMutual Financial Group Experience January 2012 - January 2014
Job Life Insurance & Annuities Specialist at AAA Auto Club
Industry Financial Services
Experience
Automobile Club of Southern California August 2015 - Present
HW Premier Insurance Services January 2012 - July 2015
MassMutual Financial Group January 2012 - January 2014
Future Vending Inc. March 2003 - December 2011
Skills
Disability Insurance, Microsoft Excel, Microsoft Office, PowerPoint, New Business Development, Microsoft Word, Life Insurance, Long-term Care
Education
California State University-Northridge 1987 — 1991
Bachelor's degree, Journalism/Sociology
Automobile Club of Southern California August 2015 - Present
HW Premier Insurance Services January 2012 - July 2015
MassMutual Financial Group January 2012 - January 2014
Future Vending Inc. March 2003 - December 2011
Skills
Disability Insurance, Microsoft Excel, Microsoft Office, PowerPoint, New Business Development, Microsoft Word, Life Insurance, Long-term Care
Education
California State University-Northridge 1987 — 1991
Bachelor's degree, Journalism/Sociology
Jerry Brodeur Jerry Brodeur's MassMutual Financial Group Experience Strategy ConsultantMass MutualOctober 2011 - October 2013
Job AVP Business Analytics at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group Strategy ConsultantMass MutualOctober 2011 - October 2013
MassMutual Financial Group February 2010 - October 2011
CIGNA Healthcare 1979 - 2009
Skills
Process Improvement, Business Process..., Business Analysis, Strategic Planning, Change Management, Risk Management, Team Leadership, Financial Modeling, Analysis, SDLC, Six Sigma, Operations Management, Insurance, Business Strategy, Vendor Management, Strategic Financial..., Forecasting, Team Building, Finance, Cross-functional Team..., Leadership, Financial Analysis, Financial Services, Business Process, Strategy, Mergers & Acquisitions, Executive Management, Budgets, Program Management, Management, Business Intelligence, Management Consulting, Data Analysis, Access, Business Planning, Financial Reporting, Managerial Finance, Banking, Visio
Education
Bryant University 1977 — 1979
BS, Accounting
MassMutual Financial Group Strategy ConsultantMass MutualOctober 2011 - October 2013
MassMutual Financial Group February 2010 - October 2011
CIGNA Healthcare 1979 - 2009
Skills
Process Improvement, Business Process..., Business Analysis, Strategic Planning, Change Management, Risk Management, Team Leadership, Financial Modeling, Analysis, SDLC, Six Sigma, Operations Management, Insurance, Business Strategy, Vendor Management, Strategic Financial..., Forecasting, Team Building, Finance, Cross-functional Team..., Leadership, Financial Analysis, Financial Services, Business Process, Strategy, Mergers & Acquisitions, Executive Management, Budgets, Program Management, Management, Business Intelligence, Management Consulting, Data Analysis, Access, Business Planning, Financial Reporting, Managerial Finance, Banking, Visio
Education
Bryant University 1977 — 1979
BS, Accounting
Louis Croce Louis Croce's MassMutual Financial Group Experience 2008 - Present
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
WNY Benefits Consultants LLC 2014 - Present
Farmers Insurance 2014 - Present
Colonial Life January 2008 - Present
MassMutual Financial Group 2008 - Present
BNHRA 2011 - 2011
Aflac May 2005 - December 2008
Pomfret Auto Parts Inc October 2001 - June 2005
Wilson Auto Electric June 1998 - April 2000
Genuine Parts Company June 1995 - June 1998
Skills
Employee Benefits, Disability Insurance, Critical Illness, Key Person Insurance, Whole Life, Cafeteria Plans, Benefits Communication, Flexible Spending..., Term Life Insurance, Universal Life, Brokers, Worksite Marketing, Marketing, Customer Satisfaction, Direct Sales, High Achiever, Leadership, Accident, Sales, Management, Sales Operations, Accident Insurance, B2B, Cold Calling, Licensed Life & Health..., Training, Benefits Administration, Insurance, Life Insurance, Health Care Reform, Group Insurance, 401k, Long Term Care Insurance, Open Enrollment, Retirement, Health Insurance, Voluntary Employee..., COBRA, Long-term Care
Education
Bryant and Stratton College 2014 — 2014
Certificate, Property and Casualty Licensed Agent Personal Lines and Commercial Lines
Colonial College 2008 — 2012
Employee Benefits Specialist
Bryant & Stratton College 2005 — 2005
Life, Accident and Health Licensed Agent
Erie Community College 1985 — 1987
Business Administration
Orchard Park Senior High School 1980 — 1984
WNY Benefits Consultants LLC 2014 - Present
Farmers Insurance 2014 - Present
Colonial Life January 2008 - Present
MassMutual Financial Group 2008 - Present
BNHRA 2011 - 2011
Aflac May 2005 - December 2008
Pomfret Auto Parts Inc October 2001 - June 2005
Wilson Auto Electric June 1998 - April 2000
Genuine Parts Company June 1995 - June 1998
Skills
Employee Benefits, Disability Insurance, Critical Illness, Key Person Insurance, Whole Life, Cafeteria Plans, Benefits Communication, Flexible Spending..., Term Life Insurance, Universal Life, Brokers, Worksite Marketing, Marketing, Customer Satisfaction, Direct Sales, High Achiever, Leadership, Accident, Sales, Management, Sales Operations, Accident Insurance, B2B, Cold Calling, Licensed Life & Health..., Training, Benefits Administration, Insurance, Life Insurance, Health Care Reform, Group Insurance, 401k, Long Term Care Insurance, Open Enrollment, Retirement, Health Insurance, Voluntary Employee..., COBRA, Long-term Care
Education
Bryant and Stratton College 2014 — 2014
Certificate, Property and Casualty Licensed Agent Personal Lines and Commercial Lines
Colonial College 2008 — 2012
Employee Benefits Specialist
Bryant & Stratton College 2005 — 2005
Life, Accident and Health Licensed Agent
Erie Community College 1985 — 1987
Business Administration
Orchard Park Senior High School 1980 — 1984
Melissa Edelman, CLU, ChSNC Melissa Edelman, CLU, ChSNC's MassMutual Financial Group Experience October 1988 - April 1994
Job Financial Advisor
Industry Financial Services
Experience
Financial Alignment Partners by Edelman Associates April 1986 - Present
Wealth Concepts LLC/MassMutual October 2005 - 2011
Sagemark Consulting/Lincoln Financial Group May 2003 - October 2005
Wealth Concepts,LLC/MassMutual Financial Group April 1994 - May 2003
MassMutual Financial Group October 1988 - April 1994
MassMutual Financial Group April 1986 - October 1988
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Insurance, Securities, Financial Advisory, Disability Insurance, Employee Benefits, Finance, Financial Services, Fixed Annuities, Estate Planning, Investment Strategies, 401k, Wealth Management, Portfolio Management, Wealth Accumulation, Mutual Funds, Long-term Care, Long Term Care Insurance, IRAs, Asset Allocation, Investment Advisory, Wealth, Financial Planners
Education
The American College
CLU, ChSNC
California State University-Northridge 1983 — 1985
Bachelor of Science, Business Admin/Finance
Financial Alignment Partners by Edelman Associates April 1986 - Present
Wealth Concepts LLC/MassMutual October 2005 - 2011
Sagemark Consulting/Lincoln Financial Group May 2003 - October 2005
Wealth Concepts,LLC/MassMutual Financial Group April 1994 - May 2003
MassMutual Financial Group October 1988 - April 1994
MassMutual Financial Group April 1986 - October 1988
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Insurance, Securities, Financial Advisory, Disability Insurance, Employee Benefits, Finance, Financial Services, Fixed Annuities, Estate Planning, Investment Strategies, 401k, Wealth Management, Portfolio Management, Wealth Accumulation, Mutual Funds, Long-term Care, Long Term Care Insurance, IRAs, Asset Allocation, Investment Advisory, Wealth, Financial Planners
Education
The American College
CLU, ChSNC
California State University-Northridge 1983 — 1985
Bachelor of Science, Business Admin/Finance
Jeffrey Parkin, ARPC®, CRPC® Jeffrey Parkin, ARPC®, CRPC®'s MassMutual Financial Group Experience January 2013 - Present
Job Regional Marketing Manager at Sentry Insurance
Industry Financial Services
Experience
Sentry Insurance May 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford June 2010 - December 2012
The Hartford July 2006 - September 2009
The Hartford August 2000 - January 2006
CGI CONSULTING June 1998 - June 2000
Ascensus June 1997 - June 1998
THE VANGUARD GROUP, INC January 1992 - January 1997
Skills
Retirement Planning, Mutual Funds, Estate Planning, IRA's, Charitable Giving, 529 Plans, Annuities, 401k, Retirement, Wealth Management, Series 6, Financial Planning, Series 63, Insurance Planning, FINRA Series 6, Business Planning, Wealth Transfer, Succession Planning, Pensions, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Strategic Financial..., Variable Annuities, Wealth
Education
Cabrini College
Sentry Insurance May 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford June 2010 - December 2012
The Hartford July 2006 - September 2009
The Hartford August 2000 - January 2006
CGI CONSULTING June 1998 - June 2000
Ascensus June 1997 - June 1998
THE VANGUARD GROUP, INC January 1992 - January 1997
Skills
Retirement Planning, Mutual Funds, Estate Planning, IRA's, Charitable Giving, 529 Plans, Annuities, 401k, Retirement, Wealth Management, Series 6, Financial Planning, Series 63, Insurance Planning, FINRA Series 6, Business Planning, Wealth Transfer, Succession Planning, Pensions, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Strategic Financial..., Variable Annuities, Wealth
Education
Cabrini College
Andrea Hevey, MBA, PE Andrea Hevey, MBA, PE's MassMutual Financial Group Experience December 2013 - June 2015
Job Manager of Implementation and Client Success
Industry International Trade and Development
Experience
Entrepreneurial Finance Lab [EFL] July 2015 - Present
MassMutual Financial Group December 2013 - June 2015
Woodard & Curran June 2008 - November 2013
Chicopee Electric Light Dept May 2004 - January 2008
Skills
Environmental..., Remediation, Environmental Compliance, Environmental Consulting, Team Leadership, Project Coordination, Client Relations Skills, Cost Planning, Mentoring, Start-up Consulting, Business Planning, Influential Communicator, Challenging Assumptions, Social Media Marketing, Engineering, Civil Engineering
Education
Bryant University 2010 — 2012
Master, Business Administration, GPA 3.93
Worcester Polytechnic Institute 2004 — 2008
Bachelor of Science, Civil/Environmental Engineering, GPA 3.93
Entrepreneurial Finance Lab [EFL] July 2015 - Present
MassMutual Financial Group December 2013 - June 2015
Woodard & Curran June 2008 - November 2013
Chicopee Electric Light Dept May 2004 - January 2008
Skills
Environmental..., Remediation, Environmental Compliance, Environmental Consulting, Team Leadership, Project Coordination, Client Relations Skills, Cost Planning, Mentoring, Start-up Consulting, Business Planning, Influential Communicator, Challenging Assumptions, Social Media Marketing, Engineering, Civil Engineering
Education
Bryant University 2010 — 2012
Master, Business Administration, GPA 3.93
Worcester Polytechnic Institute 2004 — 2008
Bachelor of Science, Civil/Environmental Engineering, GPA 3.93
Billie Charles's MassMutual Financial Group Experience April 2015 - Present
Job Interactive Marketing Consultant at MassMutual Financial Group
Industry Nonprofit Organization Management
Experience
MassMutual Financial Group April 2015 - Present
Behavioral Health Network, Inc. July 2012 - April 2015
MarxOkubo Associates July 2010 - October 2011
Sappi Fine Paper North America June 2006 - October 2009
The First Church of Christ, Scientist September 2001 - June 2006
Itzkan and Marchiel 1998 - 2001
Skills
Time Management, Management, Leadership, Nonprofits, Administrative..., Strong organizational..., Sharp attention to..., Highly developed..., Microsoft Office Suite..., Adobe Creative Suite..., Outstanding time..., Facilities Management, Administrative..., Event Planning, Marketing, Microsoft Office, Community Outreach, PowerPoint, Team Building, Customer Service, Microsoft Excel, Outlook, Fundraising, High level of..., Graphic Design, Adobe Creative Suite, Brand Development, Social Media, Administration, Budgets, Advertising
Education
Northeastern University 2003 — 2007
Bachelor of Science (B.S.), Graphic Design
Bunker Hill Community College 1998 — 2001
Associates, Liberal Arts and Sciences/Liberal Studies
MassMutual Financial Group April 2015 - Present
Behavioral Health Network, Inc. July 2012 - April 2015
MarxOkubo Associates July 2010 - October 2011
Sappi Fine Paper North America June 2006 - October 2009
The First Church of Christ, Scientist September 2001 - June 2006
Itzkan and Marchiel 1998 - 2001
Skills
Time Management, Management, Leadership, Nonprofits, Administrative..., Strong organizational..., Sharp attention to..., Highly developed..., Microsoft Office Suite..., Adobe Creative Suite..., Outstanding time..., Facilities Management, Administrative..., Event Planning, Marketing, Microsoft Office, Community Outreach, PowerPoint, Team Building, Customer Service, Microsoft Excel, Outlook, Fundraising, High level of..., Graphic Design, Adobe Creative Suite, Brand Development, Social Media, Administration, Budgets, Advertising
Education
Northeastern University 2003 — 2007
Bachelor of Science (B.S.), Graphic Design
Bunker Hill Community College 1998 — 2001
Associates, Liberal Arts and Sciences/Liberal Studies
Stephen Pellegrino's MassMutual Financial Group Experience March 2008 - April 2010
Job Independent Representative
Industry Oil & Energy
Experience
Viridian Energy December 2014 - Present
Cardi's Furniture March 2012 - Present
Independent January 2004 - Present
Viridian Energy December 2014 - December 2014
John Hancock Financial Network/Independence Financial Partners April 2010 - March 2012
MassMutual Financial Group March 2008 - April 2010
New York Life Insurance Company January 2005 - November 2008
Skills
Video Production, Insurance, Advertising, Employee Benefits, Health Insurance, Fundraising, Social Media, Annuities, Photography, Disability Insurance, Term Life Insurance, Fixed Annuities, Social Networking, Small Business, Marketing, Life Insurance, Long-term Care, Retirement, Retirement Planning, Public Speaking, Estate Planning, Long Term Care Insurance, Financial Planners
Education
Roger Williams University 2004 — 2005
Computer Science
Bryant University 2004 — 2004
Life, Health and Accident Insurance
Community College of Rhode Island 1993 — 1995
Computer Science
New England Institute of Technology 1993 — 1995
AS, Broadcast media
Boston Museum School (MFA) 1969 — 1972
Art
Viridian Energy December 2014 - Present
Cardi's Furniture March 2012 - Present
Independent January 2004 - Present
Viridian Energy December 2014 - December 2014
John Hancock Financial Network/Independence Financial Partners April 2010 - March 2012
MassMutual Financial Group March 2008 - April 2010
New York Life Insurance Company January 2005 - November 2008
Skills
Video Production, Insurance, Advertising, Employee Benefits, Health Insurance, Fundraising, Social Media, Annuities, Photography, Disability Insurance, Term Life Insurance, Fixed Annuities, Social Networking, Small Business, Marketing, Life Insurance, Long-term Care, Retirement, Retirement Planning, Public Speaking, Estate Planning, Long Term Care Insurance, Financial Planners
Education
Roger Williams University 2004 — 2005
Computer Science
Bryant University 2004 — 2004
Life, Health and Accident Insurance
Community College of Rhode Island 1993 — 1995
Computer Science
New England Institute of Technology 1993 — 1995
AS, Broadcast media
Boston Museum School (MFA) 1969 — 1972
Art
Denise Diana Denise Diana's MassMutual Financial Group Experience January 2010 - August 2014
Job Sales | Key Accounts I Relationship Management |
Industry Financial Services
Experience
fi360 September 2014 - May 2015
MassMutual Financial Group January 2010 - August 2014
Transamerica December 2009 - July 2010
Charles Schwab September 2008 - April 2009
Prudential Financial November 1999 - June 2008
Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63
Education
Bryant University 1986 — 1990
B.S., Marketing
fi360 September 2014 - May 2015
MassMutual Financial Group January 2010 - August 2014
Transamerica December 2009 - July 2010
Charles Schwab September 2008 - April 2009
Prudential Financial November 1999 - June 2008
Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63
Education
Bryant University 1986 — 1990
B.S., Marketing
Nelson Castro's MassMutual Financial Group Experience March 2000 - March 2001
Job EVP, Content and Production at Whistle Sports Network
Industry Online Media
Experience
Whistle Sports Network April 2015 - Present
Major League Soccer March 2012 - March 2015
Alloy Digital November 2010 - March 2012
Black20 Studios December 2006 - November 2010
NBC Universal Digital Studio July 2005 - July 2006
NBC Universal Page Program April 2005 - July 2005
NBC Universal, "Late Night with Conan O'Brien" August 2004 - January 2005
The Hartford, Infrastructure Solutions Department (ISD) March 2000 - March 2004
MassMutual Financial Group March 2000 - March 2001
CIGNA Financial Services June 1997 - June 1998
Skills
New Media, Financial Reporting, Digital Media, Television, Leadership, Entertainment, Budgets, Social Media, Microsoft Excel, Social Media Marketing, Content Strategy, Social Networking
Education
Rensselaer Polytechnic Institute at Hartford 1998 — 1999
Master of Science in Business Administration, Management Information Systems
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance
Whistle Sports Network April 2015 - Present
Major League Soccer March 2012 - March 2015
Alloy Digital November 2010 - March 2012
Black20 Studios December 2006 - November 2010
NBC Universal Digital Studio July 2005 - July 2006
NBC Universal Page Program April 2005 - July 2005
NBC Universal, "Late Night with Conan O'Brien" August 2004 - January 2005
The Hartford, Infrastructure Solutions Department (ISD) March 2000 - March 2004
MassMutual Financial Group March 2000 - March 2001
CIGNA Financial Services June 1997 - June 1998
Skills
New Media, Financial Reporting, Digital Media, Television, Leadership, Entertainment, Budgets, Social Media, Microsoft Excel, Social Media Marketing, Content Strategy, Social Networking
Education
Rensselaer Polytechnic Institute at Hartford 1998 — 1999
Master of Science in Business Administration, Management Information Systems
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance
Eric Arriaga-Contreras Eric Arriaga-Contreras's MassMutual Financial Group Experience October 2013 - August 2014
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
FirstService Residential in California August 2014 - Present
MassMutual Financial Group October 2013 - August 2014
Guardian Life January 2013 - October 2013
Skills
Retirement Planning, Retirement, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Financial..., Insurance, Wealth Management
Education
California State University-Fullerton 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
FirstService Residential in California August 2014 - Present
MassMutual Financial Group October 2013 - August 2014
Guardian Life January 2013 - October 2013
Skills
Retirement Planning, Retirement, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Financial..., Insurance, Wealth Management
Education
California State University-Fullerton 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Rich Alpert's MassMutual Financial Group Experience June 2009 - July 2009
Job Media Professional, NASMCPT
Industry Health, Wellness and Fitness
Experience
Cedars-Sinai Medical Center October 2013 - February 2014
Liz Lewis Casting Partners January 2013 - February 2013
Bunim/Murray Productions November 2012 - January 2013
Lizard Trading Productions September 2012 - November 2012
California State University, Northridge August 2012 - November 2012
MassMutual Financial Group June 2009 - July 2009
Hollister Co. November 2007 - December 2007
Skills
Microsoft Office, Video Editing, Video Production, Celtx, iMovie, Social Media, Google Docs, Casting, OS X, Marketing, New Media, Project Management, Administrative Work, Final Cut Pro, Screenwriting, Advertising, Networking, Sales, Business Development, Talent Recognition, Cold Calling, Promotions, Customer Service, Personal Training, Weight Training, Social Networking, Broadcast Television
Education
California State University-Northridge 2007 — 2012
Bachelor of Arts (BA), Film/TV; Media Management, Communication, and Media Studies
Littlerock High School 2002 — 2006
High School Diploma, Graduated with Honors
Cedars-Sinai Medical Center October 2013 - February 2014
Liz Lewis Casting Partners January 2013 - February 2013
Bunim/Murray Productions November 2012 - January 2013
Lizard Trading Productions September 2012 - November 2012
California State University, Northridge August 2012 - November 2012
MassMutual Financial Group June 2009 - July 2009
Hollister Co. November 2007 - December 2007
Skills
Microsoft Office, Video Editing, Video Production, Celtx, iMovie, Social Media, Google Docs, Casting, OS X, Marketing, New Media, Project Management, Administrative Work, Final Cut Pro, Screenwriting, Advertising, Networking, Sales, Business Development, Talent Recognition, Cold Calling, Promotions, Customer Service, Personal Training, Weight Training, Social Networking, Broadcast Television
Education
California State University-Northridge 2007 — 2012
Bachelor of Arts (BA), Film/TV; Media Management, Communication, and Media Studies
Littlerock High School 2002 — 2006
High School Diploma, Graduated with Honors
Sophie JIA Sophie JIA's MassMutual Financial Group Experience May 2012 - December 2012
Job Aspiring Financial Professional
Industry Financial Services
Experience
MassMutual Financial Group May 2012 - December 2012
China Telecom May 2010 - October 2011
Baker Tilly China August 2009 - December 2009
Beijing Local Taxation Bureau March 2009 - June 2009
Changsha Branch, China Industrial and Commercial Bank January 2009 - March 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Project Planning, Microsoft Office, Accounting, Access, Management, SPSS, Marketing Communications, Finance, Project Management, Project Coordination, Analysis, Marketing, Tax, Financial Analysis, Research, Financial Reporting, QuickBooks, Innovation, Customer Service, Budgets, English, Time Management, Auditing, Outlook, Analytics, Tax Law, Training, Chinese, Human Resources, Due Diligence, Teamwork, Business, Event Planning, Negotiation, Financial Accounting, Public Speaking, Leadership, negotiaton, Supply Chain Management, Presentations, Elevator Pitch, Accounts Payable, Accounts Receivable, Training and development
Education
California State University-East Bay 2012 — 2014
Master of Business Administration (MBA), option in finance
Central University of Finance and Economics 2006 — 2010
Bachelor's degree, Tax Law/Taxation
MassMutual Financial Group May 2012 - December 2012
China Telecom May 2010 - October 2011
Baker Tilly China August 2009 - December 2009
Beijing Local Taxation Bureau March 2009 - June 2009
Changsha Branch, China Industrial and Commercial Bank January 2009 - March 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Project Planning, Microsoft Office, Accounting, Access, Management, SPSS, Marketing Communications, Finance, Project Management, Project Coordination, Analysis, Marketing, Tax, Financial Analysis, Research, Financial Reporting, QuickBooks, Innovation, Customer Service, Budgets, English, Time Management, Auditing, Outlook, Analytics, Tax Law, Training, Chinese, Human Resources, Due Diligence, Teamwork, Business, Event Planning, Negotiation, Financial Accounting, Public Speaking, Leadership, negotiaton, Supply Chain Management, Presentations, Elevator Pitch, Accounts Payable, Accounts Receivable, Training and development
Education
California State University-East Bay 2012 — 2014
Master of Business Administration (MBA), option in finance
Central University of Finance and Economics 2006 — 2010
Bachelor's degree, Tax Law/Taxation
Dustin Jensen Dustin Jensen's MassMutual Financial Group Experience March 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
Education
California State University-Chico 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Christian Brothers High School 2004 — 2007
MassMutual Financial Group March 2013 - Present
Education
California State University-Chico 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Christian Brothers High School 2004 — 2007
Michael Bautz Michael Bautz's MassMutual Financial Group Experience June 2001 - March 2012
Job Operations Director at Travelers
Industry Insurance
Experience
Travelers March 2012 - Present
MassMutual Financial Group June 2001 - March 2012
ING Financial Servis June 1992 - June 2001
Skills
Process Improvement, Operations Management, Insurance, Risk Management, Business Analysis
Education
Bryant University 1988 — 1992
Bachelor of Science (BS), Finance, General
Travelers March 2012 - Present
MassMutual Financial Group June 2001 - March 2012
ING Financial Servis June 1992 - June 2001
Skills
Process Improvement, Operations Management, Insurance, Risk Management, Business Analysis
Education
Bryant University 1988 — 1992
Bachelor of Science (BS), Finance, General
Jeff Gaetani Jeff Gaetani's MassMutual Financial Group Experience November 2013 - Present
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group February 2010 - October 2013
MassMutual Financial Group (MMLISI) December 2006 - June 2010
MassMutual (MMLISI) June 2003 - December 2006
MassMutual (MMLISI) May 1999 - September 2003
State Street Bank & Trust August 1998 - May 1999
Skills
Series 24, Series 7, FINRA, Securities, Mutual Funds, Fixed Annuities, Insurance, Retirement, Investments, Strategic Financial..., Wealth Management, Financial Services, Estate Planning
Education
Western New England University 1995 — 1998
BA, Finance & International Business
Bryant University 1991 — 1992
MassMutual Financial Group November 2013 - Present
MassMutual Financial Group February 2010 - October 2013
MassMutual Financial Group (MMLISI) December 2006 - June 2010
MassMutual (MMLISI) June 2003 - December 2006
MassMutual (MMLISI) May 1999 - September 2003
State Street Bank & Trust August 1998 - May 1999
Skills
Series 24, Series 7, FINRA, Securities, Mutual Funds, Fixed Annuities, Insurance, Retirement, Investments, Strategic Financial..., Wealth Management, Financial Services, Estate Planning
Education
Western New England University 1995 — 1998
BA, Finance & International Business
Bryant University 1991 — 1992
Lee Zuber Lee Zuber's MassMutual Financial Group Experience August 2010 - Present
Job Financial Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2010 - Present
MML Investor Services 2006 - August 2010
Skills
Series 7, Series 24, Excel
Education
Bryant University 2001 — 2005
MassMutual Financial Group August 2010 - Present
MML Investor Services 2006 - August 2010
Skills
Series 7, Series 24, Excel
Education
Bryant University 2001 — 2005
Dunia Fernandez Dunia Fernandez's MassMutual Financial Group Experience June 2011 - May 2012
Job Program and Policy Development Specialist at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District July 2014 - Present
First Generation Institute July 2010 - Present
MassMutual Financial Group June 2011 - May 2012
Maricopa Community Colleges September 2006 - September 2010
Maricopa Community Colleges October 2005 - September 2006
Los Angeles Unified School District April 2001 - September 2005
Skills
Non-profits, Educational Consulting, Program Development, Program Management, Nonprofits, Training Facilitation, Public Speaking, Community Outreach, Fundraising, Leadership, Program Management..., Staff Development, Capacity Building, Spanish, Leadership Development, Research, Data Analysis, Needs Analysis, Grant Monitoring, Translation, Teaching, Event Planning, Grants
Education
Brown University 1992 — 1997
B. A., International Relations and Latin American Studies
Northern Arizona University 2006 — 2008
M.Ed., Educational Leadership Degree with Distinction
Southwestern Law School 2000 — 2002
Universidad De Las Américas 1996 — 1997
International Relations and Affairs
Los Angeles Unified School District July 2014 - Present
First Generation Institute July 2010 - Present
MassMutual Financial Group June 2011 - May 2012
Maricopa Community Colleges September 2006 - September 2010
Maricopa Community Colleges October 2005 - September 2006
Los Angeles Unified School District April 2001 - September 2005
Skills
Non-profits, Educational Consulting, Program Development, Program Management, Nonprofits, Training Facilitation, Public Speaking, Community Outreach, Fundraising, Leadership, Program Management..., Staff Development, Capacity Building, Spanish, Leadership Development, Research, Data Analysis, Needs Analysis, Grant Monitoring, Translation, Teaching, Event Planning, Grants
Education
Brown University 1992 — 1997
B. A., International Relations and Latin American Studies
Northern Arizona University 2006 — 2008
M.Ed., Educational Leadership Degree with Distinction
Southwestern Law School 2000 — 2002
Universidad De Las Américas 1996 — 1997
International Relations and Affairs
Sarah Axt Sarah Axt's MassMutual Financial Group Experience April 2009 - October 2010
Job Top Sales and Recruiting Professional
Industry Staffing and Recruiting
Experience
MassMutual Financial Group April 2009 - October 2010
Northwestern Mutual-SFG June 2007 - April 2009
Fremont Investment & Loan September 2005 - May 2007
American Woodmark October 2003 - September 2005
Hilti October 2002 - September 2005
Conseco Finance Service Corp May 1995 - September 2002
Skills
Recruiting, Marketing, Talent Acquisition, Sales, Customer Service, Applicant Tracking..., Human Resources, Technical Recruiting, College Recruiting
Education
California State University-Long Beach - College of Business Administration 1997 — 2001
BS, Marketing
MassMutual Financial Group April 2009 - October 2010
Northwestern Mutual-SFG June 2007 - April 2009
Fremont Investment & Loan September 2005 - May 2007
American Woodmark October 2003 - September 2005
Hilti October 2002 - September 2005
Conseco Finance Service Corp May 1995 - September 2002
Skills
Recruiting, Marketing, Talent Acquisition, Sales, Customer Service, Applicant Tracking..., Human Resources, Technical Recruiting, College Recruiting
Education
California State University-Long Beach - College of Business Administration 1997 — 2001
BS, Marketing
CJ (Charles) Morales's MassMutual Financial Group Experience August 2013 - April 2014
Job Sales & Marketing at Fitness 19
Industry Health, Wellness and Fitness
Experience
Fitness 19 August 2015 - Present
MassMutual Financial Group August 2013 - April 2014
Contra Costa County November 2002 - September 2013
County of San Diego October 2001 - October 2002
Law Office of Eskanos & Adler April 2000 - September 2001
Skills
Accounting, Financial Analysis, Health Insurance, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, QuickBooks, Process Improvement, Training, Analysis, Data Analysis, Finance, Microsoft Office, Leadership, Data Entry, Salesforce.com, Sales, Account Management, Legal Research, Time Management, Business Analysis, Marketing, Business Planning, Strategic Planning, Team Leadership, Human Resources, Management, Coaching
Education
California State University-Hayward 2009 — 2012
Master of Business Administration (M.B.A.), Finance
California State University-Hayward 2006 — 2008
Bachelor of Science (BS), Corporate Management
San Diego Mesa College 2000 — 2001
Associate of Arts (A.A.), General Studies
Fitness 19 August 2015 - Present
MassMutual Financial Group August 2013 - April 2014
Contra Costa County November 2002 - September 2013
County of San Diego October 2001 - October 2002
Law Office of Eskanos & Adler April 2000 - September 2001
Skills
Accounting, Financial Analysis, Health Insurance, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, QuickBooks, Process Improvement, Training, Analysis, Data Analysis, Finance, Microsoft Office, Leadership, Data Entry, Salesforce.com, Sales, Account Management, Legal Research, Time Management, Business Analysis, Marketing, Business Planning, Strategic Planning, Team Leadership, Human Resources, Management, Coaching
Education
California State University-Hayward 2009 — 2012
Master of Business Administration (M.B.A.), Finance
California State University-Hayward 2006 — 2008
Bachelor of Science (BS), Corporate Management
San Diego Mesa College 2000 — 2001
Associate of Arts (A.A.), General Studies
Alex Maki Alex Maki's MassMutual Financial Group Experience June 2013 - August 2013
Job Corporate Marketing Textron
Industry Marketing and Advertising
Experience
Textron July 2015 - Present
Textron Aviation (Cessna) July 2014 - August 2015
Textron January 2014 - May 2014
MassMutual Financial Group June 2013 - August 2013
Eident Sports Marketing February 2013 - May 2013
Betaspring February 2013 - May 2013
Bryant University September 2012 - May 2013
Skills
Marketing, Product Marketing, Marketing Strategy, Leadership, Market Research, Facebook, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Entrepreneurship, Start-ups, Advertising, Microsoft Office, Salesforce.com, Public Speaking
Education
Bryant University 2010 — 2014
Bachelor's Degree
Textron July 2015 - Present
Textron Aviation (Cessna) July 2014 - August 2015
Textron January 2014 - May 2014
MassMutual Financial Group June 2013 - August 2013
Eident Sports Marketing February 2013 - May 2013
Betaspring February 2013 - May 2013
Bryant University September 2012 - May 2013
Skills
Marketing, Product Marketing, Marketing Strategy, Leadership, Market Research, Facebook, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Entrepreneurship, Start-ups, Advertising, Microsoft Office, Salesforce.com, Public Speaking
Education
Bryant University 2010 — 2014
Bachelor's Degree
Molly Clark Molly Clark's MassMutual Financial Group Experience June 2014 - August 2014
Job Recruiter at Insight Global
Industry Marketing and Advertising
Experience
Insight Global July 2015 - Present
Weiss and Hale Financial LLC. February 2015 - May 2015
Narragansett Brewing Company September 2014 - December 2014
MassMutual Financial Group June 2014 - August 2014
Bryant University January 2014 - May 2014
MassMutual Financial Group June 2013 - January 2014
Bryant University September 2012 - May 2013
Suffield Parks and Recreation June 2009 - August 2012
Skills
Social Media, Marketing, PowerPoint, Communication, Leadership, Social Media Marketing, Microsoft Excel, Editing, Creativity, Intercultural..., Microsoft Word, Prezi, Adobe Acrobat, Higher Education, Analysis, Research, Facebook, Product Marketing, Email Marketing, Microsoft Office, Time Management, Teamwork, Public Speaking, Social Networking, Event Planning, Market Research, Twitter, Digital Marketing, Marketing Communications, Public Relations, Advertising, Event Management, Marketing Strategy
Education
Bryant University 2011 — 2015
Griffith University 2013 — 2013
Suffield High School 2007 — 2011
Insight Global July 2015 - Present
Weiss and Hale Financial LLC. February 2015 - May 2015
Narragansett Brewing Company September 2014 - December 2014
MassMutual Financial Group June 2014 - August 2014
Bryant University January 2014 - May 2014
MassMutual Financial Group June 2013 - January 2014
Bryant University September 2012 - May 2013
Suffield Parks and Recreation June 2009 - August 2012
Skills
Social Media, Marketing, PowerPoint, Communication, Leadership, Social Media Marketing, Microsoft Excel, Editing, Creativity, Intercultural..., Microsoft Word, Prezi, Adobe Acrobat, Higher Education, Analysis, Research, Facebook, Product Marketing, Email Marketing, Microsoft Office, Time Management, Teamwork, Public Speaking, Social Networking, Event Planning, Market Research, Twitter, Digital Marketing, Marketing Communications, Public Relations, Advertising, Event Management, Marketing Strategy
Education
Bryant University 2011 — 2015
Griffith University 2013 — 2013
Suffield High School 2007 — 2011
Josh Dion Josh Dion's MassMutual Financial Group Experience June 2011 - Present
Job Actuarial Consultant at MassMutual
Industry Insurance
Experience
MassMutual Financial Group June 2011 - Present
Skills
Internal Audit, Fixed Annuities, Insurance, Risk Management
Education
Bryant University 2007 — 2011
Bachelor's degree, Actuarial Science
MassMutual Financial Group June 2011 - Present
Skills
Internal Audit, Fixed Annuities, Insurance, Risk Management
Education
Bryant University 2007 — 2011
Bachelor's degree, Actuarial Science
John Mallios John Mallios's MassMutual Financial Group Experience September 2010 - June 2012
Job Analyst at Strategic CS
Industry Financial Services
Experience
Strategic Consulting Services February 2013 - Present
Manhattan Chamber of Commerce June 2011 - January 2013
MassMutual Financial Group September 2010 - June 2012
Donald Heiter Community Center January 2010 - May 2010
Long Island Golf Management June 2006 - August 2009
Long Island Golf Management January 2006 - January 2009
Easthampton Sports Camp January 2002 - January 2005
East Hampton Sports Camp 2002 - 2005
Skills
Retirement Planning, Employee Benefits, Finance, Management, Disability Insurance, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Analysis, Financial Services, Term Life Insurance, Microsoft Excel, Strategy, Financial Modeling, Business Planning, Health Insurance, Buy-sell Agreements, Whole Life, Universal Life, Business Overhead..., Deferred Compensation, Charitable Gift..., Microsoft Office, Sales
Education
Bucknell University 2007 — 2010
B.S.B.A., Accounting
Bucknell University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
United Nations International School 1995 — 2006
International Baccalaureate - Diploma
United Nations International School 1993 — 2006
International Baccalaureate Diploma
Strategic Consulting Services February 2013 - Present
Manhattan Chamber of Commerce June 2011 - January 2013
MassMutual Financial Group September 2010 - June 2012
Donald Heiter Community Center January 2010 - May 2010
Long Island Golf Management June 2006 - August 2009
Long Island Golf Management January 2006 - January 2009
Easthampton Sports Camp January 2002 - January 2005
East Hampton Sports Camp 2002 - 2005
Skills
Retirement Planning, Employee Benefits, Finance, Management, Disability Insurance, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Analysis, Financial Services, Term Life Insurance, Microsoft Excel, Strategy, Financial Modeling, Business Planning, Health Insurance, Buy-sell Agreements, Whole Life, Universal Life, Business Overhead..., Deferred Compensation, Charitable Gift..., Microsoft Office, Sales
Education
Bucknell University 2007 — 2010
B.S.B.A., Accounting
Bucknell University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
United Nations International School 1995 — 2006
International Baccalaureate - Diploma
United Nations International School 1993 — 2006
International Baccalaureate Diploma
Natalie Rose Bueno Natalie Rose Bueno's MassMutual Financial Group Experience 2010 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
Gary Frontiera AIF® Gary Frontiera AIF®'s MassMutual Financial Group Experience January 2007 - July 2011
Job Managing Partner, Sterling Advisors
Industry Investment Management
Experience
Sterling Advisors Inc September 2013 - Present
Hansen & Frontiera Financial Group January 2011 - December 2013
MassMutual Financial Group January 2007 - July 2011
Brokerage 2003 - 2011
MassMutual Financial Group June 2009 - June 2010
Skills
Retirement, Investments, Life Insurance, Financial Advisory, Disability Insurance, Insurance, Securities, 401k, Long Term Care Insurance, IRAs, Fixed Annuities, Financial Planners, Investment Advisory, Retirement Planning, Small Business, Term Life Insurance, Estate Planning, Employee Benefits, Trust Services, Long-term Care, Sales, 401k Rollovers, Financial Services, Business, Strategic Financial..., Health Insurance, Mutual Funds, Series 6, IAR, Business Planning, Series 65, Series 63, RIA, Asset Allocation, Wealth Management, Wealth Accumulation, Roth IRA, Investment Strategies, Wealth, Whole Life, Variable Annuities, Pensions, FINRA, Asset Management, Qualified Retirement..., Buy-sell Agreements, Portfolio Management, Investment Management, Financial Planning
Education
California State University-Sacramento 2004 — 2006
BA, International Communications
Sierra College 2003 — 2005
AA, General Education
Sterling Advisors Inc September 2013 - Present
Hansen & Frontiera Financial Group January 2011 - December 2013
MassMutual Financial Group January 2007 - July 2011
Brokerage 2003 - 2011
MassMutual Financial Group June 2009 - June 2010
Skills
Retirement, Investments, Life Insurance, Financial Advisory, Disability Insurance, Insurance, Securities, 401k, Long Term Care Insurance, IRAs, Fixed Annuities, Financial Planners, Investment Advisory, Retirement Planning, Small Business, Term Life Insurance, Estate Planning, Employee Benefits, Trust Services, Long-term Care, Sales, 401k Rollovers, Financial Services, Business, Strategic Financial..., Health Insurance, Mutual Funds, Series 6, IAR, Business Planning, Series 65, Series 63, RIA, Asset Allocation, Wealth Management, Wealth Accumulation, Roth IRA, Investment Strategies, Wealth, Whole Life, Variable Annuities, Pensions, FINRA, Asset Management, Qualified Retirement..., Buy-sell Agreements, Portfolio Management, Investment Management, Financial Planning
Education
California State University-Sacramento 2004 — 2006
BA, International Communications
Sierra College 2003 — 2005
AA, General Education
Benjamin Schuster Benjamin Schuster's MassMutual Financial Group Experience 2014 - 2014
Job Mutual Fund Accountant at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
Devon Wallace Devon Wallace's MassMutual Financial Group Experience August 2015 - Present
Job Assistant Vice President, Life and Annuity Claims at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
MassMutual Financial Group November 2012 - August 2015
John Hancock June 2008 - November 2012
Manulife Financial 2003 - 2004
Skills
Process Improvement, Series 63, Project Management, Fixed Annuities, Series 7, Insurance, Mutual Funds, Retirement, Series 6
Education
Bucknell University 1994 — 1997
Psychology, Psychology, Philosophy
MassMutual Financial Group August 2015 - Present
MassMutual Financial Group November 2012 - August 2015
John Hancock June 2008 - November 2012
Manulife Financial 2003 - 2004
Skills
Process Improvement, Series 63, Project Management, Fixed Annuities, Series 7, Insurance, Mutual Funds, Retirement, Series 6
Education
Bucknell University 1994 — 1997
Psychology, Psychology, Philosophy
Katie Ernst's MassMutual Financial Group Experience February 2009 - September 2010
Job Client Relationship Manager
Industry Packaging and Containers
Experience
Ernest Packaging Solutions July 2014 - Present
Professional Plastics August 2012 - May 2014
Chico State Wildcat Store January 2009 - May 2012
MassMutual Financial Group February 2009 - September 2010
Rue 21 January 2006 - August 2008
Skills
Customer Service, Business Correspondence, Problem Solving, Fast Learner, Customer Retention, Marketing Communications, Receiving, Microsoft Office, Retail Management, Medical Devices, Team Leadership, Retail Sales, Warehousing, Warehouse Management, Syspro, CRM, Account Management, Cold Calling, New Business Development, Social Networking, Plastics, Marketing, Training, Salesforce.com
Education
California State University-Chico 2008 — 2012
Bachelors, Marketing (BUS)
Study Abroad: University College Cork 2010 — 2011
Worked toward Bachelor Degree, Business
Oak Ridge High School 2004 — 2008
High School Diploma
Ernest Packaging Solutions July 2014 - Present
Professional Plastics August 2012 - May 2014
Chico State Wildcat Store January 2009 - May 2012
MassMutual Financial Group February 2009 - September 2010
Rue 21 January 2006 - August 2008
Skills
Customer Service, Business Correspondence, Problem Solving, Fast Learner, Customer Retention, Marketing Communications, Receiving, Microsoft Office, Retail Management, Medical Devices, Team Leadership, Retail Sales, Warehousing, Warehouse Management, Syspro, CRM, Account Management, Cold Calling, New Business Development, Social Networking, Plastics, Marketing, Training, Salesforce.com
Education
California State University-Chico 2008 — 2012
Bachelors, Marketing (BUS)
Study Abroad: University College Cork 2010 — 2011
Worked toward Bachelor Degree, Business
Oak Ridge High School 2004 — 2008
High School Diploma
Kelly Du Kelly Du's MassMutual Financial Group Experience March 2009 - January 2012
Job Licensed Personal Banker at Citi
Industry Financial Services
Experience
Citi January 2012 - Present
MassMutual Financial Group March 2009 - January 2012
Skills
Client Relations, Business Development, Marketing Strategy, Customer Service, Financial Services, Retirement Planning, Retail Banking, Sales, Retirement, Insurance, Securities, Strategic Financial..., Investments, Finance, Employee Benefits, Financial Planning, Banking, Financial Analysis, Leadership, Business Planning, Mutual Funds, Analysis
Education
California State University-East Bay
Finance, Marketing
Citi January 2012 - Present
MassMutual Financial Group March 2009 - January 2012
Skills
Client Relations, Business Development, Marketing Strategy, Customer Service, Financial Services, Retirement Planning, Retail Banking, Sales, Retirement, Insurance, Securities, Strategic Financial..., Investments, Finance, Employee Benefits, Financial Planning, Banking, Financial Analysis, Leadership, Business Planning, Mutual Funds, Analysis
Education
California State University-East Bay
Finance, Marketing
Nicholas Spangler Nicholas Spangler's MassMutual Financial Group Experience June 2011 - September 2014
Job Financial Planner, Pillsbury Associates Insurance & Investments
Industry Financial Services
Experience
Pillsbury Associates Insurance & Investments September 2014 - Present
MassMutual Financial Group June 2011 - September 2014
Skills
Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Mutual Funds, Highly detail oriented, Communication, Wealth, Estate Planning, Life Insurance, Retirement Income, Series 63, Employee Benefits, Financial Planning, Customer Service
Education
California State University-Chico 2006 — 2008
Master of Arts (M.A.) (With Distinction)
University of Bristol 2005 — 2006
Master of Arts (M.A.)
California State University-Chico 2001 — 2004
Bachelor of Arts (B.A.) (Honors)
Pillsbury Associates Insurance & Investments September 2014 - Present
MassMutual Financial Group June 2011 - September 2014
Skills
Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Mutual Funds, Highly detail oriented, Communication, Wealth, Estate Planning, Life Insurance, Retirement Income, Series 63, Employee Benefits, Financial Planning, Customer Service
Education
California State University-Chico 2006 — 2008
Master of Arts (M.A.) (With Distinction)
University of Bristol 2005 — 2006
Master of Arts (M.A.)
California State University-Chico 2001 — 2004
Bachelor of Arts (B.A.) (Honors)
Andrew McKay Andrew McKay's MassMutual Financial Group Experience August 2013 - May 2014
Job Sales Development Representative at Anaplan
Industry Information Technology and Services
Experience
Anaplan August 2015 - Present
Salesforce August 2014 - August 2015
salesforce.com May 2014 - August 2014
MassMutual Financial Group August 2013 - May 2014
Prudential Financial December 2012 - August 2013
Green Swan Inc. August 2011 - December 2012
(self employed) January 2007 - February 2011
AS Catering March 2009 - November 2010
Skills
Series 6, Series 63, Licensed Life & Health..., Econometrics, Market Research, Economics, Investments, Market Analysis, Finance, Research, Forecasting, Microsoft Excel, Editing, Macroeconomics, Salesforce.com, Statistics, Social Media, Microsoft Office, Marketing, Financial Modeling, Sales, Analysis, CRM, PaaS, SaaS
Education
California State University-Chico 2006 — 2010
BA, Economics
Anaplan August 2015 - Present
Salesforce August 2014 - August 2015
salesforce.com May 2014 - August 2014
MassMutual Financial Group August 2013 - May 2014
Prudential Financial December 2012 - August 2013
Green Swan Inc. August 2011 - December 2012
(self employed) January 2007 - February 2011
AS Catering March 2009 - November 2010
Skills
Series 6, Series 63, Licensed Life & Health..., Econometrics, Market Research, Economics, Investments, Market Analysis, Finance, Research, Forecasting, Microsoft Excel, Editing, Macroeconomics, Salesforce.com, Statistics, Social Media, Microsoft Office, Marketing, Financial Modeling, Sales, Analysis, CRM, PaaS, SaaS
Education
California State University-Chico 2006 — 2010
BA, Economics
Conner Reilly's MassMutual Financial Group Experience June 2015 - Present
Job Student at CSULB
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Skills
Leadership, Microsoft Office, Sales, Marketing, Finance, Research
Education
California State University-Long Beach 2011 — 2015
Bachelor’s Degree, Business Administration and Management
MassMutual Financial Group June 2015 - Present
Skills
Leadership, Microsoft Office, Sales, Marketing, Finance, Research
Education
California State University-Long Beach 2011 — 2015
Bachelor’s Degree, Business Administration and Management
Mike Dulbetsyan Mike Dulbetsyan's MassMutual Financial Group Experience August 2011 - Present
Job Financial Adviser helping people with Mortgage Early Payoff, College Funding, Retirement Planning, Tax & Debt Reduction
Industry Financial Services
Experience
MassMutual Financial Group August 2011 - Present
Skills
Financial Advisory, Tax Reduction, College Funding..., Retirement Planning, Debt Management, Disability Insurance, Critical Illness, Income Protection, Investments, Wealth Management, Life Insurance, Finance, Management
Education
California State University-Northridge
Bachelor's Degree, Finance & Insurance Services
MassMutual Financial Group August 2011 - Present
Skills
Financial Advisory, Tax Reduction, College Funding..., Retirement Planning, Debt Management, Disability Insurance, Critical Illness, Income Protection, Investments, Wealth Management, Life Insurance, Finance, Management
Education
California State University-Northridge
Bachelor's Degree, Finance & Insurance Services
Kyle Morin Kyle Morin's MassMutual Financial Group Experience March 2014 - Present
Job Fund Assistant Treasurer, Fund Administration at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group March 2014 - Present
MassMutual Financial Group March 2012 - March 2014
Babson Capital Management January 2006 - March 2012
Baystate Health March 2003 - December 2006
Skills
Financial Analysis, Fixed Income, Financial Reporting, Bloomberg, Finance, Equities, Hedge Funds, Investments, Financial Modeling, Asset Management, Mutual Funds, Securities, Financial Services, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Holyoke Community College 1999 — 2000
Associate of Science (A.S.), Business Studies
Bryant University 1998 — 1999
Business Administration and Management, General
Cathedral High School 1994 — 1998
MassMutual Financial Group March 2014 - Present
MassMutual Financial Group March 2012 - March 2014
Babson Capital Management January 2006 - March 2012
Baystate Health March 2003 - December 2006
Skills
Financial Analysis, Fixed Income, Financial Reporting, Bloomberg, Finance, Equities, Hedge Funds, Investments, Financial Modeling, Asset Management, Mutual Funds, Securities, Financial Services, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Holyoke Community College 1999 — 2000
Associate of Science (A.S.), Business Studies
Bryant University 1998 — 1999
Business Administration and Management, General
Cathedral High School 1994 — 1998
Nolan Thompson's MassMutual Financial Group Experience May 2015 - Present
Job Communications Consultant, USIG Operations Business Strategy & Support at MassMutual Financial Group
Industry Media Production
Experience
MassMutual Financial Group May 2015 - Present
CrossFit Blue Diamond August 2014 - Present
The A.G. Miller Company, Inc. October 2014 - May 2015
Bryant University's Media Production Club October 2012 - May 2014
The A.G. Miller Company, Inc. May 2013 - April 2014
Bryant University's Media Production Club September 2010 - October 2012
UTC Aerospace Systems May 2012 - August 2012
Gotta Have Sole Foundation January 2012 - May 2012
The Country Club of Wilbraham May 2008 - August 2011
Skills
Film Production, Internal Communications, Public Speaking, Editing, Microsoft Office, Creative Writing, Storytelling, Television Producing, Speech Writing, Corporate Communications, Film Editing, Team Leadership, Publishing, PowerPoint, Video, Television, Social Media, News Writing, Situational Leadership, Communication Skills, Screenwriting, Visual Storytelling, Story Structure, Leadership, Social Networking, Microsoft Word, Microsoft Excel, Short Films, Strategic Leadership, Visual Communication, Screenplays, Interactive Storytelling, Story Editing, Story Planning, Film, Media Production, Graphic Design, Documentaries, Facebook, Publications, Media Relations, Event Planning, Adobe Creative Cloud, Illustrator, Premiere Elements, Avid Media Composer, Final Cut Pro, HD Video, Campaigns, Creativity Skills
Education
Bryant University 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Cum Laude
Minnechaug Regional High School 2006 — 2010
High School
MassMutual Financial Group May 2015 - Present
CrossFit Blue Diamond August 2014 - Present
The A.G. Miller Company, Inc. October 2014 - May 2015
Bryant University's Media Production Club October 2012 - May 2014
The A.G. Miller Company, Inc. May 2013 - April 2014
Bryant University's Media Production Club September 2010 - October 2012
UTC Aerospace Systems May 2012 - August 2012
Gotta Have Sole Foundation January 2012 - May 2012
The Country Club of Wilbraham May 2008 - August 2011
Skills
Film Production, Internal Communications, Public Speaking, Editing, Microsoft Office, Creative Writing, Storytelling, Television Producing, Speech Writing, Corporate Communications, Film Editing, Team Leadership, Publishing, PowerPoint, Video, Television, Social Media, News Writing, Situational Leadership, Communication Skills, Screenwriting, Visual Storytelling, Story Structure, Leadership, Social Networking, Microsoft Word, Microsoft Excel, Short Films, Strategic Leadership, Visual Communication, Screenplays, Interactive Storytelling, Story Editing, Story Planning, Film, Media Production, Graphic Design, Documentaries, Facebook, Publications, Media Relations, Event Planning, Adobe Creative Cloud, Illustrator, Premiere Elements, Avid Media Composer, Final Cut Pro, HD Video, Campaigns, Creativity Skills
Education
Bryant University 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Cum Laude
Minnechaug Regional High School 2006 — 2010
High School
Brent Marini Brent Marini's MassMutual Financial Group Experience January 2015 - Present
Job Competent and Enthusiastic Candidate! Seeking New Direction I want to build America!
Industry Financial Services
Experience
Career change! Seeking New Direction - I want to build America! June 2015 - Present
MassMutual Financial Group January 2015 - Present
Army National Guard January 2008 - March 2015
Assurety Northwest Insurance & Bonding March 2014 - August 2014
US Army March 2013 - December 2013
Dynamic Medical Systems January 2001 - November 2011
United States Marine Corps 1997 - 2001
Skills
Healthcare Industry, Military Training, Military Operations, Military Logistics, Intelligence Analysis, Emotional Intelligence, Civil Affairs, Construction, Strategic Communications, Mitigation Strategies, Project Management, Account Management, Operations Management, Sales Process, Sales Presentations, Training Facilitation, Risk Assessment, Property & Casualty..., Professional Liability, Insurance, Customer Service, General Insurance, Underwriting, Workers Compensation, Commercial Insurance, Sales, Employee Benefits, Leadership, Liability, Management, Team Building
Education
Bryant and Stratton College 2012 — 2015
Network Security
Roger Williams University 2008 — 2010
Public Administration
Career change! Seeking New Direction - I want to build America! June 2015 - Present
MassMutual Financial Group January 2015 - Present
Army National Guard January 2008 - March 2015
Assurety Northwest Insurance & Bonding March 2014 - August 2014
US Army March 2013 - December 2013
Dynamic Medical Systems January 2001 - November 2011
United States Marine Corps 1997 - 2001
Skills
Healthcare Industry, Military Training, Military Operations, Military Logistics, Intelligence Analysis, Emotional Intelligence, Civil Affairs, Construction, Strategic Communications, Mitigation Strategies, Project Management, Account Management, Operations Management, Sales Process, Sales Presentations, Training Facilitation, Risk Assessment, Property & Casualty..., Professional Liability, Insurance, Customer Service, General Insurance, Underwriting, Workers Compensation, Commercial Insurance, Sales, Employee Benefits, Leadership, Liability, Management, Team Building
Education
Bryant and Stratton College 2012 — 2015
Network Security
Roger Williams University 2008 — 2010
Public Administration
John B. Kelly, CFP John B. Kelly, CFP's MassMutual Financial Group Experience November 1996 - Present
Job Financial Advisor
Industry Investment Management
Experience
MassMutual Financial Group November 1996 - Present
Sacramento County Employees Retirement System February 1996 - Present
The Investor's Caddie 1981 - Present
Skills
Estate Planning, Retirement, Financial Planning, Investments, Employee Benefits, Insurance solutions, college funding and..., Succession Planning, Coaching, Student Financial Aid, Strategic Financial..., Insurance, Financial Advisory, Pensions, Securities, Strategy, Marketing, Marketing Strategy, Fixed Annuities, Leadership, Small Business, Financial Services, 401k, Alternative Investments, Investment Management, Investment Strategies, Asset Management, Asset Allocation, Finance, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Wealth Management..., IRAs, Financial Planners, Series 7, Investment Advisory, Series 65, Series 63, Series 6, Personal Finance, Wealth, Long-term Care, Long Term Care Insurance, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Roth IRA
Education
University of California, Berkeley 2014 — 2014
Certificate Public Pension Investment Management Program
UCLA Anderson School of Management 2013 — 2013
Certificate
Stanford University Graduate School of Business 1999 — 1999
Certificate
California State University, Sacramento 1967 — 1977
BA and MPA
MassMutual Financial Group November 1996 - Present
Sacramento County Employees Retirement System February 1996 - Present
The Investor's Caddie 1981 - Present
Skills
Estate Planning, Retirement, Financial Planning, Investments, Employee Benefits, Insurance solutions, college funding and..., Succession Planning, Coaching, Student Financial Aid, Strategic Financial..., Insurance, Financial Advisory, Pensions, Securities, Strategy, Marketing, Marketing Strategy, Fixed Annuities, Leadership, Small Business, Financial Services, 401k, Alternative Investments, Investment Management, Investment Strategies, Asset Management, Asset Allocation, Finance, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Wealth Management..., IRAs, Financial Planners, Series 7, Investment Advisory, Series 65, Series 63, Series 6, Personal Finance, Wealth, Long-term Care, Long Term Care Insurance, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Roth IRA
Education
University of California, Berkeley 2014 — 2014
Certificate Public Pension Investment Management Program
UCLA Anderson School of Management 2013 — 2013
Certificate
Stanford University Graduate School of Business 1999 — 1999
Certificate
California State University, Sacramento 1967 — 1977
BA and MPA
Richard H. Clark, Jr. Richard H. Clark, Jr.'s MassMutual Financial Group Experience November 2014 - Present
Job Financial Advisor at Lee, Nolan & Koroghlian, LLC MassMutual Financial group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
The Clark Advisory Group January 2011 - October 2014
Argo Mortgage and Investments January 2007 - February 2009
Summit Bank April 1989 - January 2006
Skills
Lead Generation, Business Development, Small Business, Marketing Strategy, Marketing, Facebook, Social Media, Online Lead Generation, New Business Development, Profit Maximization, Small Business Marketing, Increased Profitability, Sales Leads, Business Coaching, Strategic Marketing..., Local Marketing, Entrepreneurship..., Commercial Financing, Increasing Sales Revenue, LinkedIn, New Leads, Community Alliances, Best Marketing Practices
Education
Philadelphia Biblical University 1997 — 2000
Bachelor's degree, Biblical Studies with Emphasis in Leadership
Rutgers, The State University of New Jersey-Newark
Accounting and Business/Management
MassMutual Financial Group November 2014 - Present
The Clark Advisory Group January 2011 - October 2014
Argo Mortgage and Investments January 2007 - February 2009
Summit Bank April 1989 - January 2006
Skills
Lead Generation, Business Development, Small Business, Marketing Strategy, Marketing, Facebook, Social Media, Online Lead Generation, New Business Development, Profit Maximization, Small Business Marketing, Increased Profitability, Sales Leads, Business Coaching, Strategic Marketing..., Local Marketing, Entrepreneurship..., Commercial Financing, Increasing Sales Revenue, LinkedIn, New Leads, Community Alliances, Best Marketing Practices
Education
Philadelphia Biblical University 1997 — 2000
Bachelor's degree, Biblical Studies with Emphasis in Leadership
Rutgers, The State University of New Jersey-Newark
Accounting and Business/Management
Gary Diaz Gary Diaz's MassMutual Financial Group Experience June 2014 - January 2015
Job Director, Channel Sales Southern California at MHO Networks
Industry Telecommunications
Experience
MHO Networks June 2015 - Present
GDS Financial Services January 2015 - June 2015
MassMutual Financial Group June 2014 - January 2015
Cbeyond March 2013 - October 2013
TCAST Communications, Inc September 2009 - March 2013
TelePacific Communications September 2008 - August 2009
Travel Coupon Guide March 2006 - July 2008
Broadwing Communications May 2005 - February 2006
Time Warner Telecom September 2004 - May 2005
XO Communications April 2003 - March 2004
Skills
Strategic Selling, Marketing, Fiber Optics, Cloud Services, VOIP, Sales & Marketing..., Cloud Marketing, IP Telephony, Channel Partner..., Direct Sales, Computer Network..., Business Networking, Social Networking, MPLS Networking, Fiber Optic Networks, Ethernet over Copper, SIP Trunking, Channel Sales, Solution Selling, Salesforce.com, Sales Management, Channel Partners, Sales Process, Sales Presentations, Sales Channel..., Sales Presentation..., Cloud Applications, Cloud Computing, Turn Around Management, Start-up Environment, Startup Marketing, Leadership Development, Strategic Leadership, Technical Leadership, Thought Leadership, Complex Sales, Information Technology, Coaching Staff, Channel Strategy, Managing Distribution..., IT Solutions, Organizational..., Increased Profitability, Market Planning, Cross-functional Team..., Situational Leadership, Passion for Success, Success Driven, Cloud Security, Cloud Storage
Education
Western State University College of Law 1990 — 1991
National University 1985 — 1991
B.S., Business
California State University-Dominguez Hills 1982 — 1984
AA, Liberal Arts
El Rancho High School 1970 — 1973
Our Lady of Loretto 1963 — 1968
MHO Networks June 2015 - Present
GDS Financial Services January 2015 - June 2015
MassMutual Financial Group June 2014 - January 2015
Cbeyond March 2013 - October 2013
TCAST Communications, Inc September 2009 - March 2013
TelePacific Communications September 2008 - August 2009
Travel Coupon Guide March 2006 - July 2008
Broadwing Communications May 2005 - February 2006
Time Warner Telecom September 2004 - May 2005
XO Communications April 2003 - March 2004
Skills
Strategic Selling, Marketing, Fiber Optics, Cloud Services, VOIP, Sales & Marketing..., Cloud Marketing, IP Telephony, Channel Partner..., Direct Sales, Computer Network..., Business Networking, Social Networking, MPLS Networking, Fiber Optic Networks, Ethernet over Copper, SIP Trunking, Channel Sales, Solution Selling, Salesforce.com, Sales Management, Channel Partners, Sales Process, Sales Presentations, Sales Channel..., Sales Presentation..., Cloud Applications, Cloud Computing, Turn Around Management, Start-up Environment, Startup Marketing, Leadership Development, Strategic Leadership, Technical Leadership, Thought Leadership, Complex Sales, Information Technology, Coaching Staff, Channel Strategy, Managing Distribution..., IT Solutions, Organizational..., Increased Profitability, Market Planning, Cross-functional Team..., Situational Leadership, Passion for Success, Success Driven, Cloud Security, Cloud Storage
Education
Western State University College of Law 1990 — 1991
National University 1985 — 1991
B.S., Business
California State University-Dominguez Hills 1982 — 1984
AA, Liberal Arts
El Rancho High School 1970 — 1973
Our Lady of Loretto 1963 — 1968
Eric J Dommer Eric J Dommer's MassMutual Financial Group Experience May 2010 - July 2011
Job Personal/Commercial Insurance Inspector
Industry Insurance
Experience
Insurance Associates Marketplace Agency, INC. February 2012 - May 2013
Combined Insurance July 2011 - March 2012
www.toMaximumHealth.com May 2005 - January 2012
MassMutual Financial Group May 2010 - July 2011
The Men's Warehouse November 2000 - April 2009
Outback Steakhouse January 1990 - December 2000
Skills
Retirement Income..., Income Protection, Mortgage Protection, Key Person Insurance, Retirement Solutions, Buy-sell Agreements, Commercial Insurance, Personal Life, Group Life, Group Benefit Plans, Group Policy, Group Medical, P&C Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Variable Annuities, Annuity Sales, Disability Insurance, Universal Life, Workers Compensation, Umbrella Insurance, Retirement, Insurance, Employee Benefits Design, Group Insurance
Education
Bryant and Stratton College-Amherst 2009 — 2012
Ever-OnGoing, Insurance, Top of Class
The American College 2010 — 2011
LUTCf, Financial Planning and Insurance
Landmark Education 2009 — 2011
CE, Communication and Performance
Dunedin High School 1986 — 1989
General Education
Insurance Associates Marketplace Agency, INC. February 2012 - May 2013
Combined Insurance July 2011 - March 2012
www.toMaximumHealth.com May 2005 - January 2012
MassMutual Financial Group May 2010 - July 2011
The Men's Warehouse November 2000 - April 2009
Outback Steakhouse January 1990 - December 2000
Skills
Retirement Income..., Income Protection, Mortgage Protection, Key Person Insurance, Retirement Solutions, Buy-sell Agreements, Commercial Insurance, Personal Life, Group Life, Group Benefit Plans, Group Policy, Group Medical, P&C Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Variable Annuities, Annuity Sales, Disability Insurance, Universal Life, Workers Compensation, Umbrella Insurance, Retirement, Insurance, Employee Benefits Design, Group Insurance
Education
Bryant and Stratton College-Amherst 2009 — 2012
Ever-OnGoing, Insurance, Top of Class
The American College 2010 — 2011
LUTCf, Financial Planning and Insurance
Landmark Education 2009 — 2011
CE, Communication and Performance
Dunedin High School 1986 — 1989
General Education
Dale Murawski Dale Murawski's MassMutual Financial Group Experience 2006 - 2007
Job Sales Management
Industry Investment Management
Experience
Sales Management 2014 - Present
Sentinel Benefits & Financial Group 2010 - 2011
Consultant 2007 - 2010
MassMutual Financial Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Columbia Management 2003 - 2004
UBS 2002 - 2003
Lexus Motor Corp 1999 - 2002
BT Alex.Brown 1996 - 1998
Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation
Education
Bryant University 1992 — 1996
Sales Management 2014 - Present
Sentinel Benefits & Financial Group 2010 - 2011
Consultant 2007 - 2010
MassMutual Financial Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Columbia Management 2003 - 2004
UBS 2002 - 2003
Lexus Motor Corp 1999 - 2002
BT Alex.Brown 1996 - 1998
Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation
Education
Bryant University 1992 — 1996
Gregory Potamis, CRPC® Gregory Potamis, CRPC®'s MassMutual Financial Group Experience 2003 - 2005
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
clint stonacek clint stonacek's MassMutual Financial Group Experience June 2012 - Present
Job Fellow of the Society of Actuaries
Industry Insurance
Experience
MassMutual Financial Group June 2012 - Present
Wilton Reinsurance October 2008 - June 2012
XL Capital - Life Re October 2007 - September 2008
Towers Watson January 2006 - October 2007
Skills
Actuarial Science, Financial Modeling, VBA, Financial Risk, Life Insurance, Risk Management
Education
Bryant University 2000 — 2005
BA, Actuarial Math & Economics
MassMutual Financial Group June 2012 - Present
Wilton Reinsurance October 2008 - June 2012
XL Capital - Life Re October 2007 - September 2008
Towers Watson January 2006 - October 2007
Skills
Actuarial Science, Financial Modeling, VBA, Financial Risk, Life Insurance, Risk Management
Education
Bryant University 2000 — 2005
BA, Actuarial Math & Economics
Charles Krugh Charles Krugh's MassMutual Financial Group Experience July 2001 - January 2003
Job Provider of Financial Security to Physicians and Dentists
Industry Insurance
Experience
Doctor's Financial Network January 2003 - Present
MassMutual Financial Group July 2001 - January 2003
Merrill Lynch June 2000 - July 2001
Northwestern Mutual May 1993 - May 2000
Skills
Income Protection, Disability Insurance, Life Insurance, Long Term Care, Personal Financial..., Retirement Planning, Insurance, Retirement, Financial Advisory, Sales, Long-term Care, Term Life Insurance, Underwriting, Financial Planners, Brokers, Strategic Financial...
Education
Certified Financial Planner Board of Standards 1999 — 2000
Certified Financial Planner (CFP)
American College of Financial Services 1998 — 2000
Charterd Financial Consultant (ChFC)
American College of Financial Services 1997 — 1998
Charterd Life Underwriter (CLU)
California State University-Long Beach 1988 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Torrance High
Doctor's Financial Network January 2003 - Present
MassMutual Financial Group July 2001 - January 2003
Merrill Lynch June 2000 - July 2001
Northwestern Mutual May 1993 - May 2000
Skills
Income Protection, Disability Insurance, Life Insurance, Long Term Care, Personal Financial..., Retirement Planning, Insurance, Retirement, Financial Advisory, Sales, Long-term Care, Term Life Insurance, Underwriting, Financial Planners, Brokers, Strategic Financial...
Education
Certified Financial Planner Board of Standards 1999 — 2000
Certified Financial Planner (CFP)
American College of Financial Services 1998 — 2000
Charterd Financial Consultant (ChFC)
American College of Financial Services 1997 — 1998
Charterd Life Underwriter (CLU)
California State University-Long Beach 1988 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Torrance High
Ben Lawlor Ben Lawlor's MassMutual Financial Group Experience June 2007 - January 2011
Job Manager of Client Projects at Prometheus Research LLC
Industry Information Technology and Services
Experience
Prometheus Research LLC June 2014 - Present
Prometheus Research LLC January 2013 - June 2014
Prometheus Research LLC January 2011 - December 2012
MassMutual Financial Group June 2007 - January 2011
Skills
Excel, Data Analysis, Requirements Gathering, Process Improvement, Data Modeling, SDLC, Business Analysis, Project Management, Requirements Analysis, Software Project..., Visio, Software Documentation, Business Process..., Microsoft Office, Analysis, Business Requirements, Team Leadership, Microsoft Excel, Database Design
Education
Bryant University 2003 — 2007
B.S. in B.A, Computer Information Systems
Prometheus Research LLC June 2014 - Present
Prometheus Research LLC January 2013 - June 2014
Prometheus Research LLC January 2011 - December 2012
MassMutual Financial Group June 2007 - January 2011
Skills
Excel, Data Analysis, Requirements Gathering, Process Improvement, Data Modeling, SDLC, Business Analysis, Project Management, Requirements Analysis, Software Project..., Visio, Software Documentation, Business Process..., Microsoft Office, Analysis, Business Requirements, Team Leadership, Microsoft Excel, Database Design
Education
Bryant University 2003 — 2007
B.S. in B.A, Computer Information Systems
Michael Pence Michael Pence's MassMutual Financial Group Experience January 2015 - Present
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Skills
Long Term Care Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Finance, Marketing, Brokers, Business Planning, Insurance, Investments, Retirement Planning, Financial Services, Financial Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
Bachelor’s Degree, Agricultural Economics
MassMutual Financial Group January 2015 - Present
Skills
Long Term Care Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Finance, Marketing, Brokers, Business Planning, Insurance, Investments, Retirement Planning, Financial Services, Financial Planning, Sales
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
Bachelor’s Degree, Agricultural Economics
Brian Middlecoat's MassMutual Financial Group Experience March 2014 - October 2014
Job Director of Quality Assurance at Fresenius Medical Care
Industry Computer Software
Experience
Fresenius Medical Care October 2014 - Present
MassMutual Financial Group March 2014 - October 2014
New York Life Insurance Company July 2009 - January 2014
Mercer June 2008 - April 2009
Monster Worldwide August 2006 - February 2008
ACI Worldwide August 2003 - August 2006
Xerox Corporation February 1990 - July 2003
Skills
Quality Assurance, Software Quality..., software testing, CMMI, Performance Testing, Test Automation, Test Management, Test Planning, System Testing, Process Improvement, Offshoring, Budgeting, Release Engineering, 401k, SDLC, Waterfall, Agile, Agile Methodologies, Testing, Quality Center, Resource Management, Software Development
Education
Loyola Marymount University, College of Business Administration 1994 — 1998
MBA, Business Administration
Brunel University 1980 — 1984
BS, Systems and Information Management
Fresenius Medical Care October 2014 - Present
MassMutual Financial Group March 2014 - October 2014
New York Life Insurance Company July 2009 - January 2014
Mercer June 2008 - April 2009
Monster Worldwide August 2006 - February 2008
ACI Worldwide August 2003 - August 2006
Xerox Corporation February 1990 - July 2003
Skills
Quality Assurance, Software Quality..., software testing, CMMI, Performance Testing, Test Automation, Test Management, Test Planning, System Testing, Process Improvement, Offshoring, Budgeting, Release Engineering, 401k, SDLC, Waterfall, Agile, Agile Methodologies, Testing, Quality Center, Resource Management, Software Development
Education
Loyola Marymount University, College of Business Administration 1994 — 1998
MBA, Business Administration
Brunel University 1980 — 1984
BS, Systems and Information Management
Robert Larence's MassMutual Financial Group Experience December 1994 - Present
Job Director Retirement Service Operations Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group December 1994 - Present
Blackstone Valley Sports - Lynch Arena July 2009 - March 2015
MFS Investment Management December 1994 - March 2008
Skills
Securities, Mutual Funds, Retirement, Strategic Financial..., Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, 401k, Series 7, Series 63, Series 6, Investments, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Pensions, Relationship Management, Asset Management
Education
Bryant University 1990 — 1993
MBA, Finance
Norwich University 1983 — 1987
MassMutual Financial Group December 1994 - Present
Blackstone Valley Sports - Lynch Arena July 2009 - March 2015
MFS Investment Management December 1994 - March 2008
Skills
Securities, Mutual Funds, Retirement, Strategic Financial..., Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, 401k, Series 7, Series 63, Series 6, Investments, Financial Services, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Pensions, Relationship Management, Asset Management
Education
Bryant University 1990 — 1993
MBA, Finance
Norwich University 1983 — 1987
Victor Torrence's MassMutual Financial Group Experience October 2009 - December 2010
Job Marketing Coordinator at Craig Cares, Inc.
Industry Hospital & Health Care
Experience
Craig Cares, Inc. October 2014 - Present
Radiological Associates of Sacramento December 2010 - January 2014
MassMutual Financial Group October 2009 - December 2010
Alpharma November 2004 - March 2009
Purdue Pharma 1998 - 2004
Janssen Pharmaceutica 1989 - 1997
CPC Sierra Vista Hospital June 1987 - June 1989
Skills
Consultative Selling, Strategic Planning, Decision Making, Contract Negotiation, Business Strategy, SWOT analysis, Business Planning, Oncology, Sales Operations, Sales Management, Managed Care, Account Management, Healthcare, Competitive Analysis, Marketing Strategy, Product Launch, Team Building, Negotiation, Management, Selling, Rheumatology, Leadership, Pharmaceutical Industry, Marketing, Urology, Sales
Education
California State University-Sacramento 1985 — 1988
Bachelor of Science, Business Administration/Marketing
California State University-Sacramento
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Craig Cares, Inc. October 2014 - Present
Radiological Associates of Sacramento December 2010 - January 2014
MassMutual Financial Group October 2009 - December 2010
Alpharma November 2004 - March 2009
Purdue Pharma 1998 - 2004
Janssen Pharmaceutica 1989 - 1997
CPC Sierra Vista Hospital June 1987 - June 1989
Skills
Consultative Selling, Strategic Planning, Decision Making, Contract Negotiation, Business Strategy, SWOT analysis, Business Planning, Oncology, Sales Operations, Sales Management, Managed Care, Account Management, Healthcare, Competitive Analysis, Marketing Strategy, Product Launch, Team Building, Negotiation, Management, Selling, Rheumatology, Leadership, Pharmaceutical Industry, Marketing, Urology, Sales
Education
California State University-Sacramento 1985 — 1988
Bachelor of Science, Business Administration/Marketing
California State University-Sacramento
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Ken Verzella's MassMutual Financial Group Experience May 2015 - Present
Job Vice President, Innovation & Investment Solutions at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Prudential Retirement April 2006 - May 2015
New York Life Investment Management June 1999 - April 2006
Skills
401k, Pensions, Investments, Retirement, Asset Allocation, Stable Value, Investment Strategies, Economics, Strategic Consulting, Retirement Planning, Investment Management, Fixed Annuities, Insurance, Securities, Finance, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, International Management
Bryant University 1995 — 1999
B.S. in Business Administration, Finance
MassMutual Financial Group May 2015 - Present
Prudential Retirement April 2006 - May 2015
New York Life Investment Management June 1999 - April 2006
Skills
401k, Pensions, Investments, Retirement, Asset Allocation, Stable Value, Investment Strategies, Economics, Strategic Consulting, Retirement Planning, Investment Management, Fixed Annuities, Insurance, Securities, Finance, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, International Management
Bryant University 1995 — 1999
B.S. in Business Administration, Finance
James Waryck's MassMutual Financial Group Experience February 2000 - June 2002
Job Key Account Manager at COMPAREX USA
Industry Information Technology and Services
Experience
COMPAREX USA June 2015 - Present
Innovative Computing Systems May 2010 - May 2015
NetFusion Inc. January 2008 - May 2010
Leisure Werden & Terry June 2002 - January 2008
MassMutual Financial Group February 2000 - June 2002
Skills
Cloud Computing, Professional Services, Virtualization, VMware, VMware ESX, Strategy, Disaster Recovery, SaaS, IT Strategy, Enterprise Content..., Citrix, IT Management, Active Directory, Cisco Technologies, VoIP, Vendor Management, Data Center, Document Management, SharePoint, DNS, vm, Amazon Web Services..., Office 365, NetDocuments, LifeSize Video..., Nimble, Microsoft Exchange, Windows Server, Account Management, Sales, Negotiation
Education
California State University-Dominguez Hills
Bachelors, Business, CIS
Springfield Technical Community College
Associate's Degree, Microcomputer Specialist Degree
COMPAREX USA June 2015 - Present
Innovative Computing Systems May 2010 - May 2015
NetFusion Inc. January 2008 - May 2010
Leisure Werden & Terry June 2002 - January 2008
MassMutual Financial Group February 2000 - June 2002
Skills
Cloud Computing, Professional Services, Virtualization, VMware, VMware ESX, Strategy, Disaster Recovery, SaaS, IT Strategy, Enterprise Content..., Citrix, IT Management, Active Directory, Cisco Technologies, VoIP, Vendor Management, Data Center, Document Management, SharePoint, DNS, vm, Amazon Web Services..., Office 365, NetDocuments, LifeSize Video..., Nimble, Microsoft Exchange, Windows Server, Account Management, Sales, Negotiation
Education
California State University-Dominguez Hills
Bachelors, Business, CIS
Springfield Technical Community College
Associate's Degree, Microcomputer Specialist Degree
Pat Alfano's MassMutual Financial Group Experience June 2012 - August 2015
Job Financial Advisor at Strategic Financial Partners
Industry Investment Management
Experience
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Charles Anthony's MassMutual Financial Group Experience February 2007 - February 2014
Job Junior Fixed Income Trader at Newfleet Asset Management
Industry Financial Services
Experience
Newfleet Asset Management February 2014 - Present
MassMutual Financial Group February 2007 - February 2014
Morgan Stanley May 2006 - January 2007
Morgan Stanley September 2005 - May 2006
Skills
Investments, Series 7
Education
Bryant University 2002 — 2006
BSBA, Finance
Newfleet Asset Management February 2014 - Present
MassMutual Financial Group February 2007 - February 2014
Morgan Stanley May 2006 - January 2007
Morgan Stanley September 2005 - May 2006
Skills
Investments, Series 7
Education
Bryant University 2002 — 2006
BSBA, Finance
Donald Richard's MassMutual Financial Group Experience August 2014 - Present
Job Information Risk Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
Royal Bank of Scotland/Citizens Financial Group March 2013 - August 2014
Royal Bank of Scotland/Citizens Financial Group November 2004 - March 2013
Independent Consultant January 2001 - November 2005
Internosis 1995 - 2001
Stream 1992 - 2001
DigitasLBi_US 1998 - 1998
Skills
blueberry pancakes, CISSP, CISM, CGEIT, Information Security, Information Security..., CISA, PCI DSS, Business Continuity, GLBA, Security, Risk Management, Financial Risk, ISO 27001, IT Audit, Identity Management, Disaster Recovery, Risk Assessment, Security Audits, Data Privacy, Application Security, Penetration Testing, Business Continuity..., Vulnerability Assessment, Operational Risk..., Enterprise Risk..., Data Security, Active Directory, Computer Forensics, Sarbanes-Oxley Act, Computer Security, COBIT, Governance, Program Management, Vulnerability Management, Network Security, Security Awareness, Incident Management, Operational Risk, Business Process, Information Technology, Privacy Law, Security Architecture..., Risk Analysis, Enterprise Architecture, Fraud, CRISC, IT Management, Firewalls, IT Strategy
Education
Bryant University 1990 — 1992
MBA, Computer Information Systems
Bryant University 1990 — 1992
Bachelor of Arts (BA), Marketing
Classical high School 1982 — 1986
High School, high school diplomoa
MassMutual Financial Group August 2014 - Present
Royal Bank of Scotland/Citizens Financial Group March 2013 - August 2014
Royal Bank of Scotland/Citizens Financial Group November 2004 - March 2013
Independent Consultant January 2001 - November 2005
Internosis 1995 - 2001
Stream 1992 - 2001
DigitasLBi_US 1998 - 1998
Skills
blueberry pancakes, CISSP, CISM, CGEIT, Information Security, Information Security..., CISA, PCI DSS, Business Continuity, GLBA, Security, Risk Management, Financial Risk, ISO 27001, IT Audit, Identity Management, Disaster Recovery, Risk Assessment, Security Audits, Data Privacy, Application Security, Penetration Testing, Business Continuity..., Vulnerability Assessment, Operational Risk..., Enterprise Risk..., Data Security, Active Directory, Computer Forensics, Sarbanes-Oxley Act, Computer Security, COBIT, Governance, Program Management, Vulnerability Management, Network Security, Security Awareness, Incident Management, Operational Risk, Business Process, Information Technology, Privacy Law, Security Architecture..., Risk Analysis, Enterprise Architecture, Fraud, CRISC, IT Management, Firewalls, IT Strategy
Education
Bryant University 1990 — 1992
MBA, Computer Information Systems
Bryant University 1990 — 1992
Bachelor of Arts (BA), Marketing
Classical high School 1982 — 1986
High School, high school diplomoa
Christopher Soukup's MassMutual Financial Group Experience April 2008 - April 2010
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
Bob Sumrall, CLU, ChFC, CAP's MassMutual Financial Group Experience June 2001 - July 2003
Job National Vice President, Director of Agencies at Ameritas Life Insurance Company
Industry Insurance
Experience
Ameritas Life Insurance Company February 2008 - Present
ING 2005 - 2007
New York Life Insurance Company July 2003 - April 2005
MassMutual Financial Group June 2001 - July 2003
AXA Equitable November 1999 - June 2001
American General Life Insurance Company April 1998 - November 1999
Pacific Life February 1990 - April 1998
KFM Financial & Insurance Services Corporation January 1987 - February 1990
New York Life Insurance Company July 1984 - January 1987
Skills
401k, Account Management, Business Planning, Coaching, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, New Business Development, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Planning, Team Building, Term Life Insurance, Investments, Small Business
Education
The American College 2010 — 2015
Masters of Science in Financial Services (MSFS)
The American College 2010 — 2011
Chartered Advisor in Philanthropy (CAP)
The American College 1987 — 2003
Chartered Life Underwriter (CLU)
The American College 1987 — 2003
Chartered Financial Consultant (ChFC)
Western State University College of Law 1989 — 1992
Candidate for Juris Doctor (JD)
California State University-Long Beach 1977 — 1987
Bachelor's degree, Business Administration with option in Professional Accounting
Cypress College 1975 — 1978
Associate of Science (AS), LIfe Science with option in Pre-Medical Science
Ameritas Life Insurance Company February 2008 - Present
ING 2005 - 2007
New York Life Insurance Company July 2003 - April 2005
MassMutual Financial Group June 2001 - July 2003
AXA Equitable November 1999 - June 2001
American General Life Insurance Company April 1998 - November 1999
Pacific Life February 1990 - April 1998
KFM Financial & Insurance Services Corporation January 1987 - February 1990
New York Life Insurance Company July 1984 - January 1987
Skills
401k, Account Management, Business Planning, Coaching, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, New Business Development, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Planning, Team Building, Term Life Insurance, Investments, Small Business
Education
The American College 2010 — 2015
Masters of Science in Financial Services (MSFS)
The American College 2010 — 2011
Chartered Advisor in Philanthropy (CAP)
The American College 1987 — 2003
Chartered Life Underwriter (CLU)
The American College 1987 — 2003
Chartered Financial Consultant (ChFC)
Western State University College of Law 1989 — 1992
Candidate for Juris Doctor (JD)
California State University-Long Beach 1977 — 1987
Bachelor's degree, Business Administration with option in Professional Accounting
Cypress College 1975 — 1978
Associate of Science (AS), LIfe Science with option in Pre-Medical Science
Robert Milas, CFA, CAIA's MassMutual Financial Group Experience March 2009 - Present
Job Experienced Asset Manager and Product Developer
Industry Investment Management
Experience
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
Michael Soderlund's MassMutual Financial Group Experience 1994 - 2009
Job Director at MassMutual (Retired)
Industry Financial Services
Experience
MassMutual September 1994 - October 2009
MassMutual Financial Group 1994 - 2009
Education
University of Hartford 1982 — 1984
MBA, Management Information Systems
Bryant University 1971 — 1974
BSBA, Information Systems
MassMutual September 1994 - October 2009
MassMutual Financial Group 1994 - 2009
Education
University of Hartford 1982 — 1984
MBA, Management Information Systems
Bryant University 1971 — 1974
BSBA, Information Systems
Michael Brodeur's MassMutual Financial Group Experience January 2004 - February 2008
Job President at M&O
Industry Information Services
Experience
M&O January 2009 - Present
MML Investor Services, Inc 2005 - 2009
MML Investors Services, Inc. 2004 - 2009
MassMutual Financial Group January 2004 - February 2008
Fidelity Investments 2003 - 2004
Allmerica Financial September 1998 - April 2003
Barry Murphy Co., Inc. 1990 - 1992
Skills
Insurance, Operations Management, P&L Management, Strategic Planning, Compliance, Software Project..., Project Delivery, Software Development
Education
Bryant University 1999 — 2002
MBA, Operations Management
College of the Holy Cross 1987 — 1990
BA, Mathematics
White Mountains Regional High School 1982 — 1986
High School Diploma
M&O January 2009 - Present
MML Investor Services, Inc 2005 - 2009
MML Investors Services, Inc. 2004 - 2009
MassMutual Financial Group January 2004 - February 2008
Fidelity Investments 2003 - 2004
Allmerica Financial September 1998 - April 2003
Barry Murphy Co., Inc. 1990 - 1992
Skills
Insurance, Operations Management, P&L Management, Strategic Planning, Compliance, Software Project..., Project Delivery, Software Development
Education
Bryant University 1999 — 2002
MBA, Operations Management
College of the Holy Cross 1987 — 1990
BA, Mathematics
White Mountains Regional High School 1982 — 1986
High School Diploma
Bonny Shaver's MassMutual Financial Group Experience April 2009 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2009 - Present
Bank of America June 2006 - April 2009
Education
California State University-Hayward - School of Business and Economics 1984 — 1989
Bachelor of Science, Business Administration and Marketing
Various
MassMutual Financial Group April 2009 - Present
Bank of America June 2006 - April 2009
Education
California State University-Hayward - School of Business and Economics 1984 — 1989
Bachelor of Science, Business Administration and Marketing
Various
Leon Osborne, CFA's MassMutual Financial Group Experience 2006 - Present
Job Due Diligence Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2006 - Present
Hartford Investment Management Co, 2005 - 2006
Prudential Financial 2000 - 2005
Prudential Retirement 2000 - 2005
Skills
Asset Allocation, Mutual Funds, Series 7, Investments, Due Diligence, Product Management, Investment Advisory, Excel, Investment Strategies, Securities, Series 63, Insurance, Financial Services, Asset Management, Alternative Investments, Portfolio Management, Equities, Wealth Management, Fixed Income, Series 6, Retirement, Financial Analysis
Education
Western New England College 1995 — 1998
MBA, Finance
Bryant University 1983 — 1987
BS, Finance
MassMutual Financial Group 2006 - Present
Hartford Investment Management Co, 2005 - 2006
Prudential Financial 2000 - 2005
Prudential Retirement 2000 - 2005
Skills
Asset Allocation, Mutual Funds, Series 7, Investments, Due Diligence, Product Management, Investment Advisory, Excel, Investment Strategies, Securities, Series 63, Insurance, Financial Services, Asset Management, Alternative Investments, Portfolio Management, Equities, Wealth Management, Fixed Income, Series 6, Retirement, Financial Analysis
Education
Western New England College 1995 — 1998
MBA, Finance
Bryant University 1983 — 1987
BS, Finance
Kevin Mckemie's MassMutual Financial Group Experience May 2011 - October 2014
Job 401k Sales
Industry Financial Services
Experience
MassMutual Financial Group May 2011 - October 2014
USAA November 2009 - April 2011
ING 2004 - 2009
Davis Selected Advisers, L.P. 2000 - 2004
Skills
Investments, Business Development, Sales, Finance, Series 7, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, 401k, Financial Services, Insurance, Fixed Annuities, Securities, Asset Management, Series 63
Education
California State University-Chico 1986 — 1990
BA, Communication, Business
MassMutual Financial Group May 2011 - October 2014
USAA November 2009 - April 2011
ING 2004 - 2009
Davis Selected Advisers, L.P. 2000 - 2004
Skills
Investments, Business Development, Sales, Finance, Series 7, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, 401k, Financial Services, Insurance, Fixed Annuities, Securities, Asset Management, Series 63
Education
California State University-Chico 1986 — 1990
BA, Communication, Business
Diana Perlman's MassMutual Financial Group Experience August 1999 - April 2013
Job Vice President, Compliance Manager
Industry Financial Services
Experience
State Street Bank and Trust April 2014 - Present
RBS Citizens Financial Group April 2013 - March 2014
MassMutual Financial Group August 1999 - April 2013
Skills
Mutual Funds, Series 7, Investments, Series 63, Securities, Wealth Management, Insurance, Life Insurance, Series 6, FINRA, Variable Annuities, Stocks, OFAC, Wealth, Investment Management, AML, Risk Management, Fixed Annuities, Investment Advisory, Asset Management, IRAs, Wealth Management..., High Net Worth..., Series 24, Banking, Equities, Financial Services, Anti Money Laundering
Education
Bryant College 1991 — 1994
Bachelor's degree, Finance and Financial Management Services
State Street Bank and Trust April 2014 - Present
RBS Citizens Financial Group April 2013 - March 2014
MassMutual Financial Group August 1999 - April 2013
Skills
Mutual Funds, Series 7, Investments, Series 63, Securities, Wealth Management, Insurance, Life Insurance, Series 6, FINRA, Variable Annuities, Stocks, OFAC, Wealth, Investment Management, AML, Risk Management, Fixed Annuities, Investment Advisory, Asset Management, IRAs, Wealth Management..., High Net Worth..., Series 24, Banking, Equities, Financial Services, Anti Money Laundering
Education
Bryant College 1991 — 1994
Bachelor's degree, Finance and Financial Management Services
Janice Bishop's MassMutual Financial Group Experience December 2007 - Present
Job Assistant Vice President and Counsel at MassMutual Financial Group
Industry Investment Management
Experience
Babson Capital Management December 2007 - Present
MassMutual Financial Group December 2007 - Present
Dechert LLP January 2006 - December 2007
Eli Lilly and Company 2002 - 2005
Eli Lilly and Company 1995 - 1999
US Securities and Exchange Commission 1993 - 1995
Dechert LLP 1989 - 1993
Skills
Compliance, Corporate Governance, Securities Law, Mutual Funds, Securities Regulation, Investments, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Securities
Education
Duke University School of Law 1986 — 1989
J.D.
Brown University 1982 — 1986
A.B., International Relations
Babson Capital Management December 2007 - Present
MassMutual Financial Group December 2007 - Present
Dechert LLP January 2006 - December 2007
Eli Lilly and Company 2002 - 2005
Eli Lilly and Company 1995 - 1999
US Securities and Exchange Commission 1993 - 1995
Dechert LLP 1989 - 1993
Skills
Compliance, Corporate Governance, Securities Law, Mutual Funds, Securities Regulation, Investments, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Securities
Education
Duke University School of Law 1986 — 1989
J.D.
Brown University 1982 — 1986
A.B., International Relations
Brian Kruse's MassMutual Financial Group Experience March 2011 - Present
Job Registrations
Industry Financial Services
Experience
MassMutual Financial Group March 2011 - Present
ING Financial Partners February 2008 - March 2011
MassMutual 1991 - 2008
MassMutual’s Broker Dealer 1998 - 2007
Skills
Series 7, Series 24, Uniform Combined State..., FINRA, Financial Services, Insurance, Mutual Funds, Securities, Series 63
Education
Bryant University 1986 — 1990
BS, Management
MassMutual Financial Group March 2011 - Present
ING Financial Partners February 2008 - March 2011
MassMutual 1991 - 2008
MassMutual’s Broker Dealer 1998 - 2007
Skills
Series 7, Series 24, Uniform Combined State..., FINRA, Financial Services, Insurance, Mutual Funds, Securities, Series 63
Education
Bryant University 1986 — 1990
BS, Management
David Selesky's MassMutual Financial Group Experience 2013 - Present
Job Financial Advisor with MassMutual
Industry Financial Services
Experience
MassMutual Financial Group 2013 - Present
Fiscal Advisors and Marketing March 2012 - July 2012
AXA Advisors February 2012 - March 2012
Rite Aid November 2005 - May 2011
AXA Advisors November 2008 - January 2009
Skills
Customer Service, Employee Benefits, Finance, Series 63, Outlook, Series 7, Mutual Funds, Investments, Access, PowerPoint, Leadership, Financial Services, Investment Advisory, Marketing, Financial Analysis, Life & Health Insurance..., Excel, Outlook Express, Microsoft Office 2007, Word, Life Insurance
Education
State University of New York College at Brockport 2008 — 2011
BS, Finance
Bryant & Stratton College 2006 — 2008
Associate's, Business and Accounting
MassMutual Financial Group 2013 - Present
Fiscal Advisors and Marketing March 2012 - July 2012
AXA Advisors February 2012 - March 2012
Rite Aid November 2005 - May 2011
AXA Advisors November 2008 - January 2009
Skills
Customer Service, Employee Benefits, Finance, Series 63, Outlook, Series 7, Mutual Funds, Investments, Access, PowerPoint, Leadership, Financial Services, Investment Advisory, Marketing, Financial Analysis, Life & Health Insurance..., Excel, Outlook Express, Microsoft Office 2007, Word, Life Insurance
Education
State University of New York College at Brockport 2008 — 2011
BS, Finance
Bryant & Stratton College 2006 — 2008
Associate's, Business and Accounting
Greg Perrotti's MassMutual Financial Group Experience September 1997 - Present
Job Assistant Vice President, IT Audit and Data Analytics at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 1997 - Present
Skills
Auditing, Risk Management, Disaster Recovery, SDLC, IT Audit, CISA, Enterprise Risk..., Governance, Business Analysis, Sarbanes-Oxley Act, Information Security, Process Improvement, Business Continuity
Education
Bryant University
MassMutual Financial Group September 1997 - Present
Skills
Auditing, Risk Management, Disaster Recovery, SDLC, IT Audit, CISA, Enterprise Risk..., Governance, Business Analysis, Sarbanes-Oxley Act, Information Security, Process Improvement, Business Continuity
Education
Bryant University
Jacob Gottier's MassMutual Financial Group Experience June 2010 - August 2010
Job Associate Acturarial Analyst at Amica Mutual Insurance Co.
Industry Insurance
Experience
Amica Mutual Insurance Co. August 2010 - Present
MassMutual Financial Group June 2010 - August 2010
MassMutual 2009 - 2009
Education
Bryant University 2006 — 2010
Amica Mutual Insurance Co. August 2010 - Present
MassMutual Financial Group June 2010 - August 2010
MassMutual 2009 - 2009
Education
Bryant University 2006 — 2010
Brent Hulbert's MassMutual Financial Group Experience April 2011 - March 2012
Job Retirement Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors March 2012 - Present
MassMutual Financial Group April 2011 - March 2012
Holmes Murphy Financial Services April 2010 - April 2011
Farm Bureau Financial Services April 2008 - July 2010
Principal Financial Group January 2006 - February 2008
Principal Financial Group February 2003 - January 2006
Sears.com July 2000 - February 2003
Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Education
Iowa State University 2003 — 2006
MBA, Marketing
Grand View College 1998 — 2002
B.A, Communications
Buena Vista University 1997 — 1998
401(k) Advisors March 2012 - Present
MassMutual Financial Group April 2011 - March 2012
Holmes Murphy Financial Services April 2010 - April 2011
Farm Bureau Financial Services April 2008 - July 2010
Principal Financial Group January 2006 - February 2008
Principal Financial Group February 2003 - January 2006
Sears.com July 2000 - February 2003
Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Education
Iowa State University 2003 — 2006
MBA, Marketing
Grand View College 1998 — 2002
B.A, Communications
Buena Vista University 1997 — 1998
Douglas Russell's MassMutual Financial Group Experience July 2009 - Present
Job Senior Vice President Strategy and Corporate Development
Industry Financial Services
Experience
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 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
Garrett Carlough's MassMutual Financial Group Experience May 2011 - Present
Job Managing Director Retirement Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2011 - Present
Principal Financial Group April 2008 - June 2011
Principal Financial Group April 2007 - April 2008
Education
Bucknell University 2000 — 2004
BSBA, Business Administration and Management, General
MassMutual Financial Group May 2011 - Present
Principal Financial Group April 2008 - June 2011
Principal Financial Group April 2007 - April 2008
Education
Bucknell University 2000 — 2004
BSBA, Business Administration and Management, General
Marcy (Reda) Daniels's MassMutual Financial Group Experience February 2015 - Present
Job Advanced Analytics & Target Markets at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group August 2013 - February 2015
US Census Bureau August 2012 - August 2013
United States Census Bureau June 2009 - August 2012
University of Connecticut August 2007 - May 2009
University of Connecticut June 2008 - August 2008
Skills
Microsoft Office, Statistics, Event Management, Data Collection, Social Media, Economics, Public Speaking
Education
The University of Connecticut 2007 — 2009
Master of Science, Applied Financial Mathematics
Caldwell University 2003 — 2007
Bachelor of Arts, Mathematics
MassMutual Financial Group February 2015 - Present
MassMutual Financial Group August 2013 - February 2015
US Census Bureau August 2012 - August 2013
United States Census Bureau June 2009 - August 2012
University of Connecticut August 2007 - May 2009
University of Connecticut June 2008 - August 2008
Skills
Microsoft Office, Statistics, Event Management, Data Collection, Social Media, Economics, Public Speaking
Education
The University of Connecticut 2007 — 2009
Master of Science, Applied Financial Mathematics
Caldwell University 2003 — 2007
Bachelor of Arts, Mathematics
Kareem Hout's MassMutual Financial Group Experience February 2011 - May 2011
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Santa Barbara Superior Courthouse June 2012 - September 2012
MassMutual Financial Group February 2011 - May 2011
Circa Next May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (BA), Economics and Accounting
California State University-Fullerton 2009 — 2011
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Santa Barbara Superior Courthouse June 2012 - September 2012
MassMutual Financial Group February 2011 - May 2011
Circa Next May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (BA), Economics and Accounting
California State University-Fullerton 2009 — 2011
Sona Hamassian's MassMutual Financial Group Experience January 2007 - Present
Job CAREER AGENT at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2007 - Present
Harutune Hamassian, CPA, APC October 1988 - Present
Skills
Long Term Care, Annuities, Insurance, Disability Insurance, Retirement, Term Life Insurance, IRA's, Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Life Insurance, Financial Planners, Retirement Planning, Finance
Education
California State University-Northridge
Bachelor of Science (B.S.)
MassMutual Financial Group January 2007 - Present
Harutune Hamassian, CPA, APC October 1988 - Present
Skills
Long Term Care, Annuities, Insurance, Disability Insurance, Retirement, Term Life Insurance, IRA's, Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Life Insurance, Financial Planners, Retirement Planning, Finance
Education
California State University-Northridge
Bachelor of Science (B.S.)
Bryan Saxton's MassMutual Financial Group Experience December 2012 - Present
Job Financial Services Professional with Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group December 2012 - Present
Ascolta February 2008 - December 2010
Skills
Solution Selling, VoIP, Account Management, Cisco Technologies, Unified Communications, Direct Sales, Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance
Education
Cal State Fullerton 2003 — 2007
Bachelor of Arts (BA), Marketing
MassMutual Financial Group December 2012 - Present
Ascolta February 2008 - December 2010
Skills
Solution Selling, VoIP, Account Management, Cisco Technologies, Unified Communications, Direct Sales, Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance
Education
Cal State Fullerton 2003 — 2007
Bachelor of Arts (BA), Marketing
Victoria Crumpton's MassMutual Financial Group Experience October 2013 - Present
Job Financial Services at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group October 2013 - Present
Aflac June 2004 - Present
Washington Mutual Financial Services August 2000 - May 2004
Education
California State University-Hayward - School of Business and Economics
University of Nevada, Reno
MassMutual Financial Group October 2013 - Present
Aflac June 2004 - Present
Washington Mutual Financial Services August 2000 - May 2004
Education
California State University-Hayward - School of Business and Economics
University of Nevada, Reno
Kevin Portillo's MassMutual Financial Group Experience February 2010 - June 2010
Job Financial Analyst
Industry Entertainment
Experience
20th Century Fox 2012 - Present
The Walt Disney Company July 2011 - February 2012
MassMutual Financial Group February 2010 - June 2010
Skills
Finance, Sales, Customer Service
Education
California State University-Long Beach
BS, Finance; BA, Sociology
University College London, U. of London
Semester Abroad
20th Century Fox 2012 - Present
The Walt Disney Company July 2011 - February 2012
MassMutual Financial Group February 2010 - June 2010
Skills
Finance, Sales, Customer Service
Education
California State University-Long Beach
BS, Finance; BA, Sociology
University College London, U. of London
Semester Abroad
Stephan P. Gabriel CLU, LUTCF's MassMutual Financial Group Experience July 2002 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
Elektron Financial May 2012 - Present
Elektron Financial May 2012 - Present
MassMutual Financial Group July 2002 - April 2012
Education
Cal Poly Pomona 1985 — 1990
Finance & Economics
Don Bosco Technical Institute 1979 — 1983
Elektron Financial May 2012 - Present
Elektron Financial May 2012 - Present
MassMutual Financial Group July 2002 - April 2012
Education
Cal Poly Pomona 1985 — 1990
Finance & Economics
Don Bosco Technical Institute 1979 — 1983
Daichi Aonuma's MassMutual Financial Group Experience June 2011 - June 2012
Job Financial Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2011 - June 2012
Skills
Risk Management, Excel, PowerPoint, Word, English, Microsoft Office, Microsoft Word, Microsoft Excel
Education
California State University-Hayward 2009 — 2011
Bachelor of Science (BS), Business Administration - Finance and Corporate Management Option, 3.5
Foothill College 2006 — 2008
Associate of Science (AS), Business Administration, 3.3
MassMutual Financial Group June 2011 - June 2012
Skills
Risk Management, Excel, PowerPoint, Word, English, Microsoft Office, Microsoft Word, Microsoft Excel
Education
California State University-Hayward 2009 — 2011
Bachelor of Science (BS), Business Administration - Finance and Corporate Management Option, 3.5
Foothill College 2006 — 2008
Associate of Science (AS), Business Administration, 3.3
Frank Andujo's MassMutual Financial Group Experience May 2013 - Present
Job Insurance Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
New York Life June 2011 - March 2013
Alpha Minor Inc. January 1990 - February 2011
Skills
Management, Life Insurance, Retirement Planning, Insurance, Finance, Accounting, Linguistics, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Retirement, Financial Services, Financial Goals, Long-term Care, Access, Counseling
Education
Cal State Fullerton 2000 — 2004
Masters Linguistics Program, Linguistics
The University of Texas at El Paso 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UTEP 1980 — 1985
BBA, Accounting
MassMutual Financial Group May 2013 - Present
New York Life June 2011 - March 2013
Alpha Minor Inc. January 1990 - February 2011
Skills
Management, Life Insurance, Retirement Planning, Insurance, Finance, Accounting, Linguistics, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Retirement, Financial Services, Financial Goals, Long-term Care, Access, Counseling
Education
Cal State Fullerton 2000 — 2004
Masters Linguistics Program, Linguistics
The University of Texas at El Paso 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UTEP 1980 — 1985
BBA, Accounting
Christopher Estrada's MassMutual Financial Group Experience April 2014 - Present
Job Intern at MassMutual Financial Group
Industry Marketing and Advertising
Experience
MassMutual Financial Group April 2014 - Present
Phi Delta Theta Fraternity- Cal Xi Chapter January 2014 - Present
The Orion, Chico State August 2013 - Present
Rincon Beach Club and Catering February 2008 - August 2013
Skills
Newspapers, Social Networking, Advertising, Sales, Customer Service, Networking, Marketing, Sales Process, Team Management, Finance, Leadership, Social Media Marketing, Time Management
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (BBA), Economics, Finance
MassMutual Financial Group April 2014 - Present
Phi Delta Theta Fraternity- Cal Xi Chapter January 2014 - Present
The Orion, Chico State August 2013 - Present
Rincon Beach Club and Catering February 2008 - August 2013
Skills
Newspapers, Social Networking, Advertising, Sales, Customer Service, Networking, Marketing, Sales Process, Team Management, Finance, Leadership, Social Media Marketing, Time Management
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (BBA), Economics, Finance