MassMutual Greater Washington
Description
Address: 530 Gaither Rd Suite 350, Rockville, MD 20850 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 355-5800Category: : : Website: : : : : Place name: Website: http://greaterwashington.massmutual.com/?cm_mmc=Google-_-Local-_-Store-ID-49-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-49&utm_campaign=GMB Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MassMutual Greater Washington Posting publicly on the Web Write a review Reviews Be the first to review From MassMutual Greater Washington "As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future."
MassMutual Greater Washington List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MassMutual Greater Washington. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MassMutual Greater Washington Employees
Employee
Years
Job
Industry
Peter LeBlanc, CLU, ChFC,CFBS, CLTC Peter LeBlanc, CLU, ChFC,CFBS, CLTC's MassMutual Greater Washington Experience September 1997 - September 2009
Job Senior Vice President/Wealth Advisor at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2011 - Present
Fifth Avenue Financial September 2009 - January 2011
MassMutual Greater Washington September 1997 - September 2009
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Fixed Annuities, Long-term Care, Insurance, Disability Insurance, Securities, Life Insurance, Investments
Education
The American College 1985 — 1988
CLU, ChFC,CFBS, Financial Services
Saint Louis University 1966 — 1970
B.S., Psychology & Marketing
Lenox Advisors January 2011 - Present
Fifth Avenue Financial September 2009 - January 2011
MassMutual Greater Washington September 1997 - September 2009
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Fixed Annuities, Long-term Care, Insurance, Disability Insurance, Securities, Life Insurance, Investments
Education
The American College 1985 — 1988
CLU, ChFC,CFBS, Financial Services
Saint Louis University 1966 — 1970
B.S., Psychology & Marketing
Bradley Wilks Bradley Wilks's MassMutual Greater Washington Experience January 2015 - Present
Job Agency Senior Partner at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2015 - Present
MassMutual Greater Washington August 2012 - January 2015
Northwestern Mutual October 2010 - August 2012
Aiken and Company, P.C., CPAs 2008 - 2010
Aiken Vogel, PLLC 2008 - 2009
Aiken & Company, PC 2001 - 2008
Skills
Retirement, Strategic Planning, Executive Benefit..., Finance, College Funding..., Retirement Planning, Management, Wealth Accumulation..., Estate Planning, Estate Preservation, Insurance, Life Insurance, Long Term Care Insurance, Sales, Disability Insurance, Entrepreneurship, Financial Services, Employee Benefits, Wealth Accumulation, IRAs, Leadership, Long-term Care, Securities, Small Business, Term Life Insurance
Education
University of Virginia 2000 — 2004
Northern Virginia
Roanoke College 1998 — 2000
Centreville High School
MassMutual Greater Washington January 2015 - Present
MassMutual Greater Washington August 2012 - January 2015
Northwestern Mutual October 2010 - August 2012
Aiken and Company, P.C., CPAs 2008 - 2010
Aiken Vogel, PLLC 2008 - 2009
Aiken & Company, PC 2001 - 2008
Skills
Retirement, Strategic Planning, Executive Benefit..., Finance, College Funding..., Retirement Planning, Management, Wealth Accumulation..., Estate Planning, Estate Preservation, Insurance, Life Insurance, Long Term Care Insurance, Sales, Disability Insurance, Entrepreneurship, Financial Services, Employee Benefits, Wealth Accumulation, IRAs, Leadership, Long-term Care, Securities, Small Business, Term Life Insurance
Education
University of Virginia 2000 — 2004
Northern Virginia
Roanoke College 1998 — 2000
Centreville High School
Brittany Welch Brittany Welch's MassMutual Greater Washington Experience July 2015 - Present
Job Executive Assistant at MassMutual
Industry Financial Services
Experience
MassMutual Greater Washington July 2015 - Present
Aziza Models and Talents November 2013 - Present
P.B Dye Golf Club June 2013 - Present
DVA Architects October 2014 - July 2015
Houston Astros February 2015 - April 2015
Shenk and Tittle Sports October 2010 - January 2015
Bath and Body Works June 2012 - August 2014
Louis Marmon M.D May 2012 - 2014
Skills
Communication, Sales, Social Media, Retail, Bartending, Food & Beverage, Networking, Social Networking, Microsoft Office, Modeling, Baseball, Cash Handling, Customer Service, Leadership
Education
University of Maryland University College 2014 — 2016
Communication and Media Studies; Marketing
MassMutual Greater Washington July 2015 - Present
Aziza Models and Talents November 2013 - Present
P.B Dye Golf Club June 2013 - Present
DVA Architects October 2014 - July 2015
Houston Astros February 2015 - April 2015
Shenk and Tittle Sports October 2010 - January 2015
Bath and Body Works June 2012 - August 2014
Louis Marmon M.D May 2012 - 2014
Skills
Communication, Sales, Social Media, Retail, Bartending, Food & Beverage, Networking, Social Networking, Microsoft Office, Modeling, Baseball, Cash Handling, Customer Service, Leadership
Education
University of Maryland University College 2014 — 2016
Communication and Media Studies; Marketing
Jacque Farren Barlow Jacque Farren Barlow's MassMutual Greater Washington Experience February 2008 - July 2015
Job Director of Marketing at Nest 301
Industry Construction
Experience
Nest 301 December 2014 - Present
Vision Design Build March 2008 - Present
MassMutual Greater Washington February 2008 - July 2015
The Washington Group 2008 - 2012
Skills
Advertising, Social Media, Strategic Planning, Marketing, Entrepreneurship, Budgets, New Business Development, Customer Service, Negotiation, Business Strategy, Sales, Marketing Strategy, Project Management, Team Building, Nonprofits, Account Management, Strategy, Marketing Communications, Public Relations, Social Media Marketing, Sales Management, Business Development, Strategic Partnerships, Start-ups
Education
American University
Graphic Design
Nest 301 December 2014 - Present
Vision Design Build March 2008 - Present
MassMutual Greater Washington February 2008 - July 2015
The Washington Group 2008 - 2012
Skills
Advertising, Social Media, Strategic Planning, Marketing, Entrepreneurship, Budgets, New Business Development, Customer Service, Negotiation, Business Strategy, Sales, Marketing Strategy, Project Management, Team Building, Nonprofits, Account Management, Strategy, Marketing Communications, Public Relations, Social Media Marketing, Sales Management, Business Development, Strategic Partnerships, Start-ups
Education
American University
Graphic Design
Alexander Motsiopoulos Alexander Motsiopoulos's MassMutual Greater Washington Experience February 2014 - May 2014
Job Sr. Solutions Analyst at T. Rowe Price
Industry Legal Services
Experience
T. Rowe Price May 2015 - Present
Batoff Associates, P.A. January 2015 - March 2015
Baltimore City Law Department December 2014 - January 2015
Bowie & Jensen, LLC May 2013 - June 2014
MassMutual Greater Washington February 2014 - May 2014
University of Baltimore, School of Law January 2014 - May 2014
Bowie & Jensen, LLC29 May 2011 - May 2013
University of Maryland September 2010 - August 2011
Skills
Legal Research, Legal Writing, Time Matters, Microsoft Office, Transactional Law, Leadership, Intellectual Property, PowerPoint, Research, Microsoft Excel, Corporate Law, Civil Litigation
Education
University of Baltimore School of Law 2011 — 2014
Doctor of Law (J.D.), 3L
University of Maryland College Park 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Loyola Blakefield High School 2003 — 2007
T. Rowe Price May 2015 - Present
Batoff Associates, P.A. January 2015 - March 2015
Baltimore City Law Department December 2014 - January 2015
Bowie & Jensen, LLC May 2013 - June 2014
MassMutual Greater Washington February 2014 - May 2014
University of Baltimore, School of Law January 2014 - May 2014
Bowie & Jensen, LLC29 May 2011 - May 2013
University of Maryland September 2010 - August 2011
Skills
Legal Research, Legal Writing, Time Matters, Microsoft Office, Transactional Law, Leadership, Intellectual Property, PowerPoint, Research, Microsoft Excel, Corporate Law, Civil Litigation
Education
University of Baltimore School of Law 2011 — 2014
Doctor of Law (J.D.), 3L
University of Maryland College Park 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Loyola Blakefield High School 2003 — 2007
Cliff Kwartner Cliff Kwartner's MassMutual Greater Washington Experience January 2013 - Present
Job Agency Brokerage Director at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2013 - Present
National Life August 2008 - December 2012
Skills
Long Term Care Insurance, Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Salesforce.com, Finance, Marketing, Term Life Insurance
Education
Towson University 2004 — 2008
Bachelor of Science (BS), Business Administration
MassMutual Greater Washington January 2013 - Present
National Life August 2008 - December 2012
Skills
Long Term Care Insurance, Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Salesforce.com, Finance, Marketing, Term Life Insurance
Education
Towson University 2004 — 2008
Bachelor of Science (BS), Business Administration
Brian Haney CLTC CFS CFBS's MassMutual Greater Washington Experience September 2007 - Present
Job Agency Managing Associate
Industry Financial Services
Experience
The Haney Company July 2012 - Present
MassMutual Greater Washington September 2007 - Present
SunTrust Investment Services February 2006 - August 2007
Wachovia Bank February 2003 - January 2006
Skills
Investments, Insurance, Retirement, Life Insurance, Securities, Finance, Portfolio Management, Employee Benefits, Estate Planning, Retirement Planning, Financial Services, Fixed Annuities, Loans, Wealth Management, Banking, Customer Service, Analysis, Financial Analysis, Long-term Care, Disability Insurance, Leadership, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Underwriting, Asset Allocation, Small Business, Management, Due Diligence, Business Development, Asset Managment, IRAs, Business Strategy, Risk Management, Long Term Care Insurance
Education
Indiana University Bloomington 1999 — 2002
BA, Journalism
Landon 1993 — 1999
The Haney Company July 2012 - Present
MassMutual Greater Washington September 2007 - Present
SunTrust Investment Services February 2006 - August 2007
Wachovia Bank February 2003 - January 2006
Skills
Investments, Insurance, Retirement, Life Insurance, Securities, Finance, Portfolio Management, Employee Benefits, Estate Planning, Retirement Planning, Financial Services, Fixed Annuities, Loans, Wealth Management, Banking, Customer Service, Analysis, Financial Analysis, Long-term Care, Disability Insurance, Leadership, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Underwriting, Asset Allocation, Small Business, Management, Due Diligence, Business Development, Asset Managment, IRAs, Business Strategy, Risk Management, Long Term Care Insurance
Education
Indiana University Bloomington 1999 — 2002
BA, Journalism
Landon 1993 — 1999
David Vang's MassMutual Greater Washington Experience August 2005 - Present
Job Agent at MassMutual Greater Washington
Industry Insurance
Experience
Raffa Financial Services March 2014 - Present
NCG benefits August 2006 - Present
MassMutual Greater Washington August 2005 - Present
Skills
Insurance, Securities, Financial Services, Recruiting, Life Insurance, Sales, Retirement, Investments, Mergers & Acquisitions, Retirement Planning, Term Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Strategic Planning, Risk Management, Long-term Care, 401k, Long Term Care Insurance, Critical Illness, Health Insurance, Leadership Development, Strategy, Team Building, Sales Management, Marketing, Leadership, Coaching, Account Management, Business Development, Negotiation, New Business Development, Organizational..., Business Strategy, Marketing Strategy, Estate Planning
Education
Boston University 1988 — 1992
MSA, Administration and Finance
University of Massachusetts, Amherst 1985 — 1987
Bachelor of Science (BS), Finance and Financial Management Services
Raffa Financial Services March 2014 - Present
NCG benefits August 2006 - Present
MassMutual Greater Washington August 2005 - Present
Skills
Insurance, Securities, Financial Services, Recruiting, Life Insurance, Sales, Retirement, Investments, Mergers & Acquisitions, Retirement Planning, Term Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Strategic Planning, Risk Management, Long-term Care, 401k, Long Term Care Insurance, Critical Illness, Health Insurance, Leadership Development, Strategy, Team Building, Sales Management, Marketing, Leadership, Coaching, Account Management, Business Development, Negotiation, New Business Development, Organizational..., Business Strategy, Marketing Strategy, Estate Planning
Education
Boston University 1988 — 1992
MSA, Administration and Finance
University of Massachusetts, Amherst 1985 — 1987
Bachelor of Science (BS), Finance and Financial Management Services
Jason Wilkens's MassMutual Greater Washington Experience September 2014 - Present
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington September 2014 - Present
REI May 2008 - August 2013
Cornerstone Investments May 2004 - August 2013
Bend Yogurt Factory May 2012 - August 2012
Skills
Travel, Finance, Outdoor Industry, Travel Planning, Hiking, Insurance, Financial Services, Microsoft Word, Sales, Teamwork, Leadership
Education
Grove City College 2010 — 2014
Bachelor of Science (B.S.), Finance with a concentration in International Business
MassMutual Greater Washington September 2014 - Present
REI May 2008 - August 2013
Cornerstone Investments May 2004 - August 2013
Bend Yogurt Factory May 2012 - August 2012
Skills
Travel, Finance, Outdoor Industry, Travel Planning, Hiking, Insurance, Financial Services, Microsoft Word, Sales, Teamwork, Leadership
Education
Grove City College 2010 — 2014
Bachelor of Science (B.S.), Finance with a concentration in International Business
Art Gerson Art Gerson's MassMutual Greater Washington Experience October 2013 - January 2015
Job MercedesBenz Sales & Leasing at Euro Motorcars Gemantown
Industry Automotive
Experience
Euro Motorcars Germantown January 2015 - Present
MassMutual Greater Washington October 2013 - January 2015
Oppenheimer & Co. April 2012 - September 2013
Wells Fargo Advisors, LLC January 2010 - January 2012
Euro Motorcars August 2002 - January 2010
Education
University of Pittsburgh
B.S., J.D., Law
Euro Motorcars Germantown January 2015 - Present
MassMutual Greater Washington October 2013 - January 2015
Oppenheimer & Co. April 2012 - September 2013
Wells Fargo Advisors, LLC January 2010 - January 2012
Euro Motorcars August 2002 - January 2010
Education
University of Pittsburgh
B.S., J.D., Law
Ed Bové Ed Bové's MassMutual Greater Washington Experience June 2010 - April 2013
Job Investment Advisory Compliance Manager
Industry Financial Services
Experience
MassMutual Greater Washington June 2010 - April 2013
Clark Investment Strategies, Inc. November 2007 - November 2009
Clark Securities, Inc. February 2002 - November 2009
Clark Consulting January 2004 - October 2007
Banner Life Insurance Company February 1988 - November 1997
Skills
Series 24, Series 7, Disability Insurance, Employee Benefits, Securities, Risk Management, Insurance, Strategic Financial..., Investments, FINRA, Training, AML, Strategic Planning, Life Insurance, Investment Advisory, Financial Planners, Uniform Combined State..., Variable Annuities
Education
University of Baltimore School of Law 1988 — 1991
LLM, Tax
Potomac School of Law 1976 — 1980
JD, Law
Saint John's University 1972 — 1976
BS, Political Science
MassMutual Greater Washington June 2010 - April 2013
Clark Investment Strategies, Inc. November 2007 - November 2009
Clark Securities, Inc. February 2002 - November 2009
Clark Consulting January 2004 - October 2007
Banner Life Insurance Company February 1988 - November 1997
Skills
Series 24, Series 7, Disability Insurance, Employee Benefits, Securities, Risk Management, Insurance, Strategic Financial..., Investments, FINRA, Training, AML, Strategic Planning, Life Insurance, Investment Advisory, Financial Planners, Uniform Combined State..., Variable Annuities
Education
University of Baltimore School of Law 1988 — 1991
LLM, Tax
Potomac School of Law 1976 — 1980
JD, Law
Saint John's University 1972 — 1976
BS, Political Science
Nathan Tindall Nathan Tindall's MassMutual Greater Washington Experience May 2006 - January 2009
Job Senior System Engineer at Sotera Defense Solutions, Inc.
Industry Information Technology and Services
Experience
Sotera Defense Solutions, Inc. May 2013 - Present
TASC January 2011 - Present
Eagle Environmental Services March 2010 - February 2011
MassMutual Greater Washington May 2006 - January 2009
TeleCommunication Systems May 2000 - June 2003
US Navy June 1993 - February 2000
Skills
Linux, Problem Solving, Unix Shell Scripting, MS Office Suite, Troubleshooting, Customer Service, SQL queries, Unix Administration, Solaris, Technical Writing, MySQL, Red Hat Linux, PKI, Bash, CDMA Networks & call..., Wiki Markup, JIRA, Subversion, Unix, DoD
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Bachelors, Finance
Sotera Defense Solutions, Inc. May 2013 - Present
TASC January 2011 - Present
Eagle Environmental Services March 2010 - February 2011
MassMutual Greater Washington May 2006 - January 2009
TeleCommunication Systems May 2000 - June 2003
US Navy June 1993 - February 2000
Skills
Linux, Problem Solving, Unix Shell Scripting, MS Office Suite, Troubleshooting, Customer Service, SQL queries, Unix Administration, Solaris, Technical Writing, MySQL, Red Hat Linux, PKI, Bash, CDMA Networks & call..., Wiki Markup, JIRA, Subversion, Unix, DoD
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Bachelors, Finance
Blair Donahue Blair Donahue's MassMutual Greater Washington Experience January 2014 - Present
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
Randal Kline Randal Kline's MassMutual Greater Washington Experience May 2014 - Present
Job Financial Services Representative at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington May 2014 - Present
Twinbrooke Chiropractic May 2013 - Present
Life Time Fitness February 2013 - May 2013
Skills
Disability Insurance, Financial Services, Insurance, Wellness, Therapeutic Massage, Portfolio Management, Long Term Care Insurance, Long-term Care, Customer Service, Fitness, Nutrition, Yoga, Public Speaking, Outlook, Healthcare, Microsoft Excel, Cpr Certified, Employee Benefits
Education
Northern Virginia School of Therapeutic Massage 2011 — 2012
Massage Therapy/Therapeutic Massage
Northern Virginia Community College 2008 — 2010
Hotel and Resort Management
Fairfax High School 2004 — 2008
MassMutual Greater Washington May 2014 - Present
Twinbrooke Chiropractic May 2013 - Present
Life Time Fitness February 2013 - May 2013
Skills
Disability Insurance, Financial Services, Insurance, Wellness, Therapeutic Massage, Portfolio Management, Long Term Care Insurance, Long-term Care, Customer Service, Fitness, Nutrition, Yoga, Public Speaking, Outlook, Healthcare, Microsoft Excel, Cpr Certified, Employee Benefits
Education
Northern Virginia School of Therapeutic Massage 2011 — 2012
Massage Therapy/Therapeutic Massage
Northern Virginia Community College 2008 — 2010
Hotel and Resort Management
Fairfax High School 2004 — 2008
L. Elizabeth Bryant-Rivera L. Elizabeth Bryant-Rivera's MassMutual Greater Washington Experience July 2013 - Present
Job Financial Services Professional
Industry Insurance
Experience
MassMutual Greater Washington July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Farmers Insurance Group of Companies July 2012 - October 2012
Friendship Public Charter School June 2009 - June 2010
Amerisave Mortgage Corporation January 2006 - July 2009
Skills
Sales, Entrepreneurship, Insurance, Licensed Life Insurance..., Protection..., Estate Planning, Legacies, Wealth Preservation..., Gifting Strategies, Key Person Protection, Term Life Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Disability Insurance, Training, Long-term Care, Long Term Care Insurance, Protection..., Customer Service, Retirement, Financial Services, Finance
Education
Brooklyn College
School of Science
MassMutual Greater Washington July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Farmers Insurance Group of Companies July 2012 - October 2012
Friendship Public Charter School June 2009 - June 2010
Amerisave Mortgage Corporation January 2006 - July 2009
Skills
Sales, Entrepreneurship, Insurance, Licensed Life Insurance..., Protection..., Estate Planning, Legacies, Wealth Preservation..., Gifting Strategies, Key Person Protection, Term Life Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Disability Insurance, Training, Long-term Care, Long Term Care Insurance, Protection..., Customer Service, Retirement, Financial Services, Finance
Education
Brooklyn College
School of Science
Ann Black, LUTCF Ann Black, LUTCF's MassMutual Greater Washington Experience February 2012 - Present
Job Retired
Industry Insurance
Experience
MassMutual Greater Washington February 2012 - Present
Starting with Hibbard Beck 1984 - 1988
Skills
Charitable Planning, Intergenerational..., Fundraising, Project Planning, Certified Financial..., Insurance, Financial Services, Retirement Planning, Plannning, Fixed Annuities, Employee Benefits, Estate Planning, Small Business, Life Insurance
Education
State University of New York College at Plattsburgh 1964 — 1968
BS ED, EDUCATION, ECONOMICS
MassMutual Greater Washington February 2012 - Present
Starting with Hibbard Beck 1984 - 1988
Skills
Charitable Planning, Intergenerational..., Fundraising, Project Planning, Certified Financial..., Insurance, Financial Services, Retirement Planning, Plannning, Fixed Annuities, Employee Benefits, Estate Planning, Small Business, Life Insurance
Education
State University of New York College at Plattsburgh 1964 — 1968
BS ED, EDUCATION, ECONOMICS
Bob Jeffers Bob Jeffers's MassMutual Greater Washington Experience November 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
MassMutual Greater Washington November 2013 - Present
MassMutual TAG (The Advisory Group) January 2010 - September 2013
Michel Financial Group March 2007 - December 2009
Self January 1993 - November 2006
Skills
Retirement Planning, Employee Benefits, Estate Planning, Life, Disability, Long...
Education
Duke University 1976 — 1979
BA with honors, Literature
Sidwell Friends School 1972 — 1975
MassMutual Greater Washington November 2013 - Present
MassMutual TAG (The Advisory Group) January 2010 - September 2013
Michel Financial Group March 2007 - December 2009
Self January 1993 - November 2006
Skills
Retirement Planning, Employee Benefits, Estate Planning, Life, Disability, Long...
Education
Duke University 1976 — 1979
BA with honors, Literature
Sidwell Friends School 1972 — 1975
Taylor Romrell's MassMutual Greater Washington Experience March 2015 - August 2015
Job Proven Salesperson looking to "Make Rain" for a company in Southeastern Idaho
Industry Marketing and Advertising
Experience
Lincoln Heritage Life Insurance July 2015 - August 2015
MassMutual Greater Washington March 2015 - August 2015
Vector Marketing September 2010 - April 2015
Vantage Marketing April 2014 - August 2014
Grant Thornton LLP June 2013 - August 2013
Peak Capital Partners January 2013 - April 2013
Skills
Spanish, Market Research, Business Strategy, Training, Finance, Sales, Customer Service, Management, Teaching, Financial Analysis, Public Speaking, Data Analysis, Management Consulting, Time Management, Accounting, Analysis, Microsoft Excel, Access
Education
Brigham Young University 2011 — 2014
Bachelor’s of Accountancy, Accounting
Lincoln Heritage Life Insurance July 2015 - August 2015
MassMutual Greater Washington March 2015 - August 2015
Vector Marketing September 2010 - April 2015
Vantage Marketing April 2014 - August 2014
Grant Thornton LLP June 2013 - August 2013
Peak Capital Partners January 2013 - April 2013
Skills
Spanish, Market Research, Business Strategy, Training, Finance, Sales, Customer Service, Management, Teaching, Financial Analysis, Public Speaking, Data Analysis, Management Consulting, Time Management, Accounting, Analysis, Microsoft Excel, Access
Education
Brigham Young University 2011 — 2014
Bachelor’s of Accountancy, Accounting
Kate Norman's MassMutual Greater Washington Experience July 2012 - April 2015
Job Events and Sponsorships Coordinator at Washington Business Journal
Industry Events Services
Experience
Washington Business Journal September 2015 - Present
MassMutual Greater Washington July 2012 - April 2015
George Mason University January 2010 - July 2012
National Research University - Higher School of Economics January 2012 - April 2012
British Council May 2011 - January 2012
George Mason University September 2010 - December 2010
British Council August 2009 - September 2010
WUSA-TV August 2008 - December 2008
Golf Channel April 2007 - July 2008
Education
George Mason University 2010 — 2012
MA History
George Mason University 2008 — 2009
BA History
Mount Saint Mary's College 2005 — 2007
Washington Business Journal September 2015 - Present
MassMutual Greater Washington July 2012 - April 2015
George Mason University January 2010 - July 2012
National Research University - Higher School of Economics January 2012 - April 2012
British Council May 2011 - January 2012
George Mason University September 2010 - December 2010
British Council August 2009 - September 2010
WUSA-TV August 2008 - December 2008
Golf Channel April 2007 - July 2008
Education
George Mason University 2010 — 2012
MA History
George Mason University 2008 — 2009
BA History
Mount Saint Mary's College 2005 — 2007
Morgan Zubof Morgan Zubof's MassMutual Greater Washington Experience April 2015 - June 2015
Job Research Associate at O'Neill Consulting Group Client Centered Executive Search
Industry Staffing and Recruiting
Experience
O'Neill Consulting Group July 2015 - Present
MassMutual Greater Washington April 2015 - June 2015
University of Rhode Island September 2011 - May 2013
National Security Agency August 2008 - April 2011
Law Media Group June 2007 - June 2008
Amnesty International February 2007 - May 2007
Skills
cold source recruiting, Research, Analysis, International Relations, Defense, Intelligence, Counterterrorism, Intelligence Analysis, Policy Analysis, Security Clearance, Government, Foreign Policy, Public Policy, Sourcing, Executive Search, Recruiting, ArcGIS, Geomatics, ArcMap, ArcCatalog, Social Networking, Intelligence Community, Military, SIGINT, National Security
Education
University of Rhode Island 2011 — 2013
Master of Arts (MA), Political Science and Government
The George Washington University 2004 — 2008
Bachelor of Arts (BA), International Affairs
Morristown High School 2000 — 2004
O'Neill Consulting Group July 2015 - Present
MassMutual Greater Washington April 2015 - June 2015
University of Rhode Island September 2011 - May 2013
National Security Agency August 2008 - April 2011
Law Media Group June 2007 - June 2008
Amnesty International February 2007 - May 2007
Skills
cold source recruiting, Research, Analysis, International Relations, Defense, Intelligence, Counterterrorism, Intelligence Analysis, Policy Analysis, Security Clearance, Government, Foreign Policy, Public Policy, Sourcing, Executive Search, Recruiting, ArcGIS, Geomatics, ArcMap, ArcCatalog, Social Networking, Intelligence Community, Military, SIGINT, National Security
Education
University of Rhode Island 2011 — 2013
Master of Arts (MA), Political Science and Government
The George Washington University 2004 — 2008
Bachelor of Arts (BA), International Affairs
Morristown High School 2000 — 2004
Michaela Sharpe, CFP™ Michaela Sharpe, CFP™'s MassMutual Greater Washington Experience May 2015 - Present
Job Sales Manager at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington May 2015 - Present
Genworth September 2002 - June 2015
Excelergy/Arthur Andersen 2001 - 2002
Constellation Energy 1984 - 2001
Skills
Sales, Customer Service, Management, Sales Management, Leadership, Marketing, Strategic Planning, Negotiation, Team Building, Marketing Strategy, Financial Planning, Awesomeness
Education
University of Baltimore 1984 — 1988
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
BSME, Mechanical Engineering
MassMutual Greater Washington May 2015 - Present
Genworth September 2002 - June 2015
Excelergy/Arthur Andersen 2001 - 2002
Constellation Energy 1984 - 2001
Skills
Sales, Customer Service, Management, Sales Management, Leadership, Marketing, Strategic Planning, Negotiation, Team Building, Marketing Strategy, Financial Planning, Awesomeness
Education
University of Baltimore 1984 — 1988
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
BSME, Mechanical Engineering
Michael Glassman, CFBS, CLTC's MassMutual Greater Washington Experience April 2009 - Present
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington April 2009 - Present
Skills
401k Plans, 403b Cash Balance Plans, Defined Contribution, Defined Benefit, Retirement, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Employee Benefits, Financial Services, Finance, Whole Life, Retirement Planning, Wealth Management, Investments, Securities, 401k
Education
Northeastern University
College of Social Sciences and Humanities, Economics
MassMutual Greater Washington April 2009 - Present
Skills
401k Plans, 403b Cash Balance Plans, Defined Contribution, Defined Benefit, Retirement, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Employee Benefits, Financial Services, Finance, Whole Life, Retirement Planning, Wealth Management, Investments, Securities, 401k
Education
Northeastern University
College of Social Sciences and Humanities, Economics
Christie Harrington Christie Harrington's MassMutual Greater Washington Experience March 2011 - Present
Job Director of Marketing and Development at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington March 2011 - Present
Northwestern Mutual - Goldman Associates April 2010 - March 2011
Northwestern Mutual - Strategic Financial Group July 2007 - March 2010
Clear Channel Radio November 2004 - August 2006
Skills
Insurance, Life Insurance, Marketing, Marketing Communications, Management, Marketing Strategy, Fixed Annuities, Finance, Disability Insurance, Securities, Leadership, Consulting, Social Media, Employee Benefits, Retirement Planning, Financial Services, Long Term Care Insurance, Recruiting, Public Relations, Investments, Underwriting, Retirement, Sales, 401k, Microsoft Excel, Long-term Care, Personal Finance, Event Planning, Event Management, CRM, Social Media Marketing, Salesforce Training, Oracle CRM
Education
California State University-Fullerton
Bachelor of Arts, Communications
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Finance
Sherwood High School
MassMutual Greater Washington March 2011 - Present
Northwestern Mutual - Goldman Associates April 2010 - March 2011
Northwestern Mutual - Strategic Financial Group July 2007 - March 2010
Clear Channel Radio November 2004 - August 2006
Skills
Insurance, Life Insurance, Marketing, Marketing Communications, Management, Marketing Strategy, Fixed Annuities, Finance, Disability Insurance, Securities, Leadership, Consulting, Social Media, Employee Benefits, Retirement Planning, Financial Services, Long Term Care Insurance, Recruiting, Public Relations, Investments, Underwriting, Retirement, Sales, 401k, Microsoft Excel, Long-term Care, Personal Finance, Event Planning, Event Management, CRM, Social Media Marketing, Salesforce Training, Oracle CRM
Education
California State University-Fullerton
Bachelor of Arts, Communications
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Finance
Sherwood High School
PJ Horan PJ Horan's MassMutual Greater Washington Experience January 2014 - Present
Job Agency Senior Partner at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2014 - Present
NAIFA-Frederick February 2013 - Present
MassMutual Greater Washington July 2012 - December 2013
MassMutual Greater Washington December 2007 - July 2012
Skills
Disability Insurance, Retirement, Insurance, Employee Benefits, Long Term Care Insurance, Life Insurance, Retirement Planning, Fixed Annuities, 401k, Term Life Insurance, Licensed to Sell..., Long-term Care, Managerial Finance, Estate Planning, 401k Rollovers, Executive Benefit..., Mutual Funds
Education
University of Maryland College Park 2002 — 2007
Bachelor, Economics
Poolesville High School 1998 — 2002
MassMutual Greater Washington January 2014 - Present
NAIFA-Frederick February 2013 - Present
MassMutual Greater Washington July 2012 - December 2013
MassMutual Greater Washington December 2007 - July 2012
Skills
Disability Insurance, Retirement, Insurance, Employee Benefits, Long Term Care Insurance, Life Insurance, Retirement Planning, Fixed Annuities, 401k, Term Life Insurance, Licensed to Sell..., Long-term Care, Managerial Finance, Estate Planning, 401k Rollovers, Executive Benefit..., Mutual Funds
Education
University of Maryland College Park 2002 — 2007
Bachelor, Economics
Poolesville High School 1998 — 2002
Casey Craig's MassMutual Greater Washington Experience September 2015 - Present
Job Vice President of Wealth Management at MassMutual Greater Washington
Industry Investment Management
Experience
MassMutual Greater Washington September 2015 - Present
Highlander Financial Group June 2012 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Estate Planning, Investment Advisory, Mutual Funds, Financial Planners, Portfolio Management, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Financial Advisory, Long-term Care, Securities, Asset Allocation, Financial Services, Investment Management, Wealth Management..., Employee Benefits, Finance, Financial Planning, Pensions, Strategic Planning, Analysis, Sales, Management, Leadership, Strategy
Education
Central Michigan University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Napoleon High School 1990 — 1993
MassMutual Greater Washington September 2015 - Present
Highlander Financial Group June 2012 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Estate Planning, Investment Advisory, Mutual Funds, Financial Planners, Portfolio Management, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Financial Advisory, Long-term Care, Securities, Asset Allocation, Financial Services, Investment Management, Wealth Management..., Employee Benefits, Finance, Financial Planning, Pensions, Strategic Planning, Analysis, Sales, Management, Leadership, Strategy
Education
Central Michigan University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Napoleon High School 1990 — 1993
Jason Collins's MassMutual Greater Washington Experience April 2014 - Present
Job Financial Services Representative at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington April 2014 - Present
eDiscovery Solutions, Inc February 2013 - January 2014
eForensics LAB February 2013 - January 2014
KCG LLC June 2012 - January 2013
Lightspeed October 2010 - June 2012
Keppler Speakers 2008 - June 2010
1st Metropolitan Mortgage 2006 - 2007
Skills
Nonprofits, Public Speaking, CRM, Budgets, Social Media, Social Media Marketing, Strategic Planning, Marketing, Business Development, Marketing Strategy, Leadership, Project Management, Sales, Market Research, New Business Development, Advertising, Program Management, Event Management, Social Networking, Team Building, Marketing Communications, Public Relations, Entrepreneurship, Cloud Computing, Strategy, Analysis, Getting The Job Done
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.)
DeMatha Catholic High School 1997 — 2001
MassMutual Greater Washington April 2014 - Present
eDiscovery Solutions, Inc February 2013 - January 2014
eForensics LAB February 2013 - January 2014
KCG LLC June 2012 - January 2013
Lightspeed October 2010 - June 2012
Keppler Speakers 2008 - June 2010
1st Metropolitan Mortgage 2006 - 2007
Skills
Nonprofits, Public Speaking, CRM, Budgets, Social Media, Social Media Marketing, Strategic Planning, Marketing, Business Development, Marketing Strategy, Leadership, Project Management, Sales, Market Research, New Business Development, Advertising, Program Management, Event Management, Social Networking, Team Building, Marketing Communications, Public Relations, Entrepreneurship, Cloud Computing, Strategy, Analysis, Getting The Job Done
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.)
DeMatha Catholic High School 1997 — 2001
Scott Van Pelt's MassMutual Greater Washington Experience April 2004 - Present
Job Brokerage Director at MassMutual Brokerage
Industry Financial Services
Experience
MassMutual Brokerage November 2010 - Present
MassMutual Greater Washington April 2004 - Present
Education
Bridgewater College 1993 — 1997
BS, Business Adminstration
MassMutual Brokerage November 2010 - Present
MassMutual Greater Washington April 2004 - Present
Education
Bridgewater College 1993 — 1997
BS, Business Adminstration
Gregory Oldoerp's MassMutual Greater Washington Experience April 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
Devon Wright's MassMutual Greater Washington Experience May 2013 - December 2013
Job VP Government Relations at System Soft Technologies, LLC
Industry Financial Services
Experience
System Soft Technologies, LLC June 2015 - Present
System Soft Technologies, LLC June 2014 - June 2015
Law Offices of Rakesh Mehrotra September 2012 - February 2014
MassMutual Greater Washington May 2013 - December 2013
New York Life Insurance Company August 2011 - May 2013
MassMutual Financial Group January 2009 - August 2011
MassMutual Financial Group January 2009 - August 2011
Law Offices of Romney Wright January 1998 - April 2008
Skills
Long-term Care, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Wealth Management, Estate Planning, Investments, Strategic Financial..., Employee Benefits, Risk Management, Fixed Annuities, Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Term Life Insurance, Management, Legal Research, Strategic Planning, Human Resources, Business Development, Immigration Law
Education
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General
System Soft Technologies, LLC June 2015 - Present
System Soft Technologies, LLC June 2014 - June 2015
Law Offices of Rakesh Mehrotra September 2012 - February 2014
MassMutual Greater Washington May 2013 - December 2013
New York Life Insurance Company August 2011 - May 2013
MassMutual Financial Group January 2009 - August 2011
MassMutual Financial Group January 2009 - August 2011
Law Offices of Romney Wright January 1998 - April 2008
Skills
Long-term Care, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Wealth Management, Estate Planning, Investments, Strategic Financial..., Employee Benefits, Risk Management, Fixed Annuities, Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Term Life Insurance, Management, Legal Research, Strategic Planning, Human Resources, Business Development, Immigration Law
Education
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jason Jye-Sung Moon's MassMutual Greater Washington Experience September 2012 - Present
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington September 2012 - Present
Jason Moon Voice Studio January 2000 - Present
New York Life Insurance Company August 2011 - August 2012
Crossroads Bible Colege January 2007 - December 2007
Indiana University August 1999 - August 2006
Skills
Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Employee Benefits, Whole Life, Event Planning, Public Speaking, Fundraising, Nonprofits, Networking, Music Education
Education
Indiana University Bloomington 2002 — 2013
Doctor of Music, Voice
Indiana University 1996 — 2000
Master of Music, Voice
경희대학교 / Kyung Hee University 1988 — 1994
Bachelor of Arts (B.A.), Voice
MassMutual Greater Washington September 2012 - Present
Jason Moon Voice Studio January 2000 - Present
New York Life Insurance Company August 2011 - August 2012
Crossroads Bible Colege January 2007 - December 2007
Indiana University August 1999 - August 2006
Skills
Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Employee Benefits, Whole Life, Event Planning, Public Speaking, Fundraising, Nonprofits, Networking, Music Education
Education
Indiana University Bloomington 2002 — 2013
Doctor of Music, Voice
Indiana University 1996 — 2000
Master of Music, Voice
경희대학교 / Kyung Hee University 1988 — 1994
Bachelor of Arts (B.A.), Voice