MassMutual Northern California
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MassMutual Northern California Employees
MassMutual Northern California November 2014 - Present
Northwestern Mutual July 2013 - November 2014
Autozone August 2008 - December 2013
Education
CSU Sacramento 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
American River College 2008 — 2010
Associate's degree, General Studies
MassMutual Northern California February 2015 - Present
Ray Morgan Company December 2013 - February 2015
Xerox April 2008 - November 2013
Apple April 2001 - August 2007
Education
University of Illinois at Urbana-Champaign
M.A.
Western Illinois University
B.A.
Allstate Financial Services, LLC August 2015 - Present
MassMutual Northern California August 2015 - August 2015
BBVA Compass February 2015 - August 2015
Patelco Credit Union July 2012 - February 2015
SAFE Credit Union June 2010 - June 2012
U.S. Bank September 2007 - April 2010
Skills
Credit Unions, Banking, Credit, Loans, Customer Service, Consumer Lending, Retail Banking, Sales, Credit Analysis, Mortgage Lending, Financial Analysis, Operational Excellence, Regulatory Filings, Auditing, Teller Operations, Branch Banking, Supervisory Skills, Cash Handling, Vault, ATM Networks, Client Relations, Client Services, Marketing, Financial Services, Microsoft Office, Management, Finance
Education
Folsom Lake College
General Education Credits
Ponderosa High School
High School Diploma, General Education
MassMutual Northern California August 2013 - Present
Northwestern Mutual February 2007 - August 2013
Northwestern Mutual January 1995 - August 2013
Skills
Finance, Sales, Fixed Annuities, Management, Recruiting, Investments, Retirement, Disability Insurance, Strategic Planning, Retirement Planning, Time Management, Sales Management, Coaching, 401k, Risk Management, Small Business, Estate Planning, Entrepreneurship, Training, Strategic Financial..., Customer Service
Education
California State University-Chico 1992 — 1994
BS, Business Management
MassMutual Northern California January 2015 - Present
MassMutual San Francisco July 2013 - Present
Skills
Insurance, Disability Insurance, Finance, Financial Services, Long Term Care Insurance, Retirement Planning, Financial Goals, Wealth Management, Securities, IRAs, Fixed Annuities
Education
Arizona State University
Master of Business Administration (MBA)
Las Lomas High School
MassMutual Northern California October 2010 - Present
Education
CSU Sacramento
Bachelor of Science, Finance
MassMutual Northern California 2015 - Present
MicroDental Inc. 2011 - 2015
United Pacific / My Goods Markets (formerly PC&F, LLC) October 2009 - October 2011
Macy's West 2003 - August 2009
Macy’s West 2000 - 2003
Macy's West 1996 - 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Leadership, Finance, Process Improvement, Management, Accounting, Strategic Financial..., Business Planning, Sales Operations, General Ledger, Cross-functional Team..., Financial Forecasting, Income Statement, Cost Accounting, Project Planning, Variance Analysis, Revenue Recognition, Strategic Planning, Team Building, Essbase, Internal Controls, Business Intelligence, Marketing, Analytics, Capital Budgeting, Managerial Finance, Consolidation, Pricing, Business Development, Financial Reporting, Mergers & Acquisitions, Inventory Management, Accounts Payable, Business Analysis, Access, Microsoft Excel, P&L, Budgeting, Financial Planning
Education
Ohio University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Davis
Bachelor’s Degree, Economics
MassMutual Northern California June 2015 - Present
Velo Sport Photo August 2009 - Present
Urban Outfitters May 2014 - August 2014
Walnut Creek Swim Club May 2013 - August 2014
Lafayette Academy August 2012 - September 2012
Muir Medical Group IPA, Inc. June 2012 - August 2012
Skills
PowerPoint, Communication, Leadership, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Sales, Time Management
Education
University of Connecticut 2013 — 2017
Econmoics and Poltical Science
MassMutual Northern California January 2014 - Present
Army National Guard August 2012 - January 2014
Army National Guard April 2006 - July 2012
AMF Worldwide Inc October 2004 - April 2006
The Home Depot March 1998 - February 2003
Education
Northcentral University 2010 — 2013
Master of Business Administration (MBA), Organizational Leadership
UC Davis 1993 — 1998
Bachelor of Arts (BA), English
John F Kennedy HS
MassMutual Northern California January 2014 - Present
AXA Advisors, LLC February 2009 - January 2014
Education
University of California, Santa Barbara
Bachelor's Degree, Financial Mathematics and Statistics
University of California, Santa Barbara
Technology Entrepreneurship Certificate
MassMutual Northern California August 2013 - Present
Sierra Wes Wall Systems, Inc July 2010 - September 2013
Walldesign, Inc January 2001 - May 2010
Walldesign Incorporated March 2000 - May 2010
Pulte Homes 1999 - 2001
Apex Pool Service January 1980 - January 2000
Skills
Small Business, Strategic Planning, New Business Development, Business Development, Entrepreneurship, Business Networking, Business Planning, Sales
Education
Plymouth State University 1976 — 1978
Chemistry
MassMutual Northern California August 2015 - Present
Northwestern Mutual September 2013 - July 2015
Sungevity October 2011 - August 2013
Solyndra LLC July 2010 - August 2011
YMCA of Silicon Valley June 2006 - December 2009
Treasure Island Job Corps October 2003 - June 2006
ROYAL GORGE SKI RESORT May 1995 - October 2003
DE LA ROSA CONSTRUCTION, S.A. October 1991 - December 1994
Skills
Onboarding, Deferred Compensation, Employee Relations, Talent Acquisition, Employee Benefits, Personnel Management, Policy, FMLA, Workers Compensation, Management, Recruiting, Leadership, Human Resources, Program Management, HRIS, Benefits Negotiation, Applicant Tracking..., Benefits Administration, College Recruiting, Workforce Planning
Education
CLTC 2014 — 2014
CLTC, Certified in Long Term Care, CLTC
Cornell University 2004 — 2004
Fundamentals of Employee Benefits and Compensation
International Foundation of Benefits and Compensation 1991 — 1995
Bachelor of Business Administration (BBA), CEBS Certification, BBA with Major in HR
UNAM 1991 — 1995
BBA, Human Resources
California Department of Insurance
Life & Health License 0I58969, Certificate
MassMutual Northern California August 2013 - Present
Northwestern Mutual February 2009 - July 2013
Skills
Life Insurance, Disability Insurance, Series 63, Series 6, Long Term Care Insurance, Recruiting, Customer Satisfaction, Finance, Retirement Planning, Whole Life, Financial Planners, Insurance, Fixed Annuities, Securities, Employee Benefits, Financial Planning, Sales, Customer Service, Marketing
Education
California State University-Chico 2004 — 2008
Bachelor's Degree
MassMutual Northern California August 2014 - Present
BNI Central Valley 2015 - 2015
Northwestern Mutual February 2014 - July 2014
El Centro De Desarrollo De Comunitario Versalles June 2013 - August 2013
Thiel Engineering Inc. June 2009 - August 2012
Ausenco Vector Engineering Inc. June 2008 - September 2008
Skills
Microsoft Office, Research, Leadership, Time Management, Proposal Writing, PowerPoint, Public Speaking, English, Analysis, Finance, Grant Writing, Access, Bookkeeping, Software Documentation, Process Scheduler, People Skills, Listening to customers, Clarity, Patience, Conciseness, Life & Health Insurance...
Education
California State University-Sacramento 2009 — 2014
Bachelor's Degree, International Business, 3.37 cumulative Grade Point Average
MassMutual Northern California May 2014 - Present
Northwestern Mutual June 2011 - May 2014
Chase Marketing & Analysis March 2009 - June 2011
Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Insurance, Wealth Accumulation, Investments, Life Insurance, Retirement, Mutual Funds, Long-term Care, Securities, Series 63, Series 6, 401k, Estate Planning, Asset Allocation, Term Life Insurance, Finance, Leadership, Financial Planning
Education
Holy Names University 2000 — 2003
Bachelor of Arts (BA), Psychology
MassMutual Northern California May 2015 - Present
Allergy & Asthma Medical Group of the Bay Area April 2011 - April 2015
Beyond Chiropractic June 2009 - April 2011
Aerotech Solutions Inc March 2010 - March 2011
Skills
NextGen, QuickBooks, Peachtree, Microsoft Office, Microsoft Excel, Microsoft Word, EMR, Medical Terminology, Medical Billing, Medical Records, Medical Coding, HIPAA, Cpr Certified, CPT, ICD-9, Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, Sales, Customer Service, Healthcare Information..., Health Insurance, Telemarketing, Petty Cash, Cashiering, Medical Manager, Data Entry, Inventory Control, Administrative..., Appointment Scheduling, Receptionist Duties, Management, Outlook, PowerPoint
Education
Carrington College California-Antioch 2008 — 2009
Certificate, Health Information/Medical Records Technology/Technician
MassMutual Northern California March 2015 - Present
Government Relations Consulting September 2011 - February 2015
California Department of Mental Health February 2010 - September 2011
Government Relations Consulting November 2008 - January 2010
Governor's Office, State of California October 2007 - November 2008
Government Relations Consulting December 2002 - September 2007
Environmental Systems Products Holdings, Inc. July 2001 - November 2002
Siemens ICN February 1997 - April 2001
State of California July 1993 - February 1997
Business Owner January 1989 - June 1993
Skills
Deep understanding of..., Managed government...
Education
University of Southern California 1978 — 1982
Bachelor of Arts (BA), Political Science
Immaculate High School 1976 — 1978
Oratory Preparatory 1974 — 1976
MassMutual Northern California January 2014 - July 2014
Chick-fil-A March 2013 - January 2014
Bayside Church August 2005 - December 2011
Skills
Computers, Salesforce.com, Customer Service, Information Technology, Telephone Skills, Facebook, Team Leadership, Social Networking, Microsoft Office, Leadership
Education
California State University-Chico 2014 — 2018
Management Information Systems
Granite Bay High School 2010 — 2014
Center for Advanced Research and Technology 2012 — 2013
Hospitality Administration/Management