MassMutual Ohio

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MassMutual Ohio Employees

Employee
Years
Job
Industry
David Theiss, CPA David Theiss, CPA Toledo, Ohio Details
David Theiss, CPA's MassMutual Ohio Experience 2014 - 2014
Job MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   2014 - 2014
Fifth Third Securities  April 2013 - December 2013
Foreside Financial Group, LLC  September 2002 - April 2013

Education
University of Maryland University College   2008 — 2010
Masters Degree, Accounting and Finance, 3.5

University of Toledo   1990 — 1994
Bachelor of Applied Science (BASc), Legal Studies, General

Glenn Scott Glenn Scott Sylvania, Ohio Details
Glenn Scott's MassMutual Ohio Experience September 2014 - Present
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   September 2014 - Present
Brent Industries, Inc.   January 2012 - September 2014
Fiber Brokers International   May 2011 - September 2014

Skills
Financial Services, Retirement, Life Insurance, Disability Insurance, Long Term Care Insurance, Accounting, Life & Health Insurance..., Finance, LGBT Rights, Customer Service, Sales, Leadership, Management, Business Operations, Insurance, Microsoft Office

Education
The University of Memphis   2009 — 2013
Bachelor of Science (B.S.), Accounting

Tyler Wyse Tyler Wyse Blissfield, Michigan Details
Tyler Wyse's MassMutual Ohio Experience July 2007 - Present
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   July 2007 - Present

Skills
Series 7, Series 63, CLTC

Education
Grand Valley State University   2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General

Blissfield High School   1999 — 2002

Abigail Lewis Abigail Lewis Maumee, Ohio Details
Abigail Lewis's MassMutual Ohio Experience February 2012 - September 2015
Job Talent Acquisition Specialist at ProMedica
Industry Human Resources
Experience
ProMedica  September 2015 - Present
MassMutual Ohio   February 2012 - September 2015
Northwestern Mutual  February 2012 - April 2012
Enterprise Fleet Management  May 2005 - February 2012
Enterprise Rent-A-Car  November 2003 - April 2005

Skills
Recruiting, Sales, Management, Customer Service, Networking, Marketing Strategy, Marketing, Customer Satisfaction, Selling, Microsoft Office, Sales Process, Leadership

Education
Bowling Green State University   1999 — 2003
Bachelors, Health and Human Services / Criminal Justice

St. Ursula Academy

Dean Schuler CLU Dean Schuler CLU Columbus, Ohio Area Details
Dean Schuler CLU's MassMutual Ohio Experience January 2014 - February 2015
Job Client Advisor at PDS Planning, Inc.
Industry Investment Management
Experience
PDS Planning, Inc.   February 2015 - Present
MassMutual - Ohio  January 2014 - February 2015
Northwestern Mutual Financial Network  January 2008 - January 2014
Sherwin-Williams  May 2002 - January 2008

Education
Central Michigan University   1999 — 2003
B.A.A., Entrepreneurship

Bruce Klinger Bruce Klinger Maumee, Ohio Details
Bruce Klinger's MassMutual Ohio Experience April 2012 - Present
Job General Agent at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   April 2012 - Present
Northwestern Mutual  January 1994 - March 2012
Northwestern Mutual  1981 - 1994

Education
Binghamton University
Bachelor of Science, Accounting

Lourdes College
Master of Organizational Leadership

David Bodner, ChFC, CLU David Bodner, ChFC, CLU Toledo, Ohio Area Details
David Bodner, ChFC, CLU's MassMutual Ohio Experience 1998 - Present
Job Financial Planner at MassMutual Ohio
Industry Executive Office
Experience
MassMutual Ohio   1998 - Present

Skills
Employee Benefits, Business Strategy, New Business Development, Sales, Portfolio Management, Wealth Management, Business Planning, Budgets, Marketing, Public Speaking, Customer Service, Leadership, Investment Strategies, Accounting, Financial Services, Management, Asset Allocation

Education
University of South Carolina - Darla Moore School of Business   1994 — 1996
MIBS, Master Of International Business

University of Dayton   1987 — 1991
BA, International Relations

Stephen Gons Stephen Gons Findlay, Ohio Details
Stephen Gons's MassMutual Ohio Experience October 2010 - Present
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   October 2010 - Present
W Scott Gons CPA, ChFC   September 2005 - October 2010

Education
Bob Jones University   2001 — 2002
Finance, General

Owens Community College   2002 — 2004
Finance, General

Bowling Green State University   2005 — 2006
Finance, General

Lee Ann Oreskovich Lee Ann Oreskovich Maumee, Ohio Details
Lee Ann Oreskovich's MassMutual Ohio Experience January 2015 - Present
Job Brokerage Director at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   January 2015 - Present

Skills
Disability Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Whole Life, Financial Planners, Term Life Insurance, Securities, Brokers, Portfolio Management, Long-term Care, Retirement Planning, Life Insurance, Estate Planning

Education
Bowling Green State University
Bachelor of LIberal Arts

Angie Barney, CLU Angie Barney, CLU Toledo, Ohio Area Details
Angie Barney, CLU's MassMutual Ohio Experience January 1987 - Present
Job Agency Director of Field Development & Financial Advisor
Industry Financial Services
Experience
MassMutual Ohio   January 1987 - Present

Education
The American College
Obtained Chartered Life Underwriter (CLU) designation, Financial Planning and Services

Davis College   1985 — 1987
Associates, Business Management

Anthony Wayne High School   1981 — 1985

Larry Nold, MBA, LUTCF Larry Nold, MBA, LUTCF Toledo, Ohio Area Details
Larry Nold, MBA, LUTCF's MassMutual Ohio Experience December 1994 - Present
Job Financial Services Professional at MassMutual Ohio.
Industry Investment Management
Experience
MassMutual Ohio   December 1994 - Present
Marathon Pipeline Company   December 1980 - January 1994

Education
University of Louisiana at Lafayette   1976 — 1979
MBA, Finance

University of Louisville   1959 — 1964
BS, Electrical Engineering

Thomas J. Wagner Thomas J. Wagner Findlay, Ohio Details
Thomas J. Wagner's MassMutual Ohio Experience May 1990 - Present
Job Insurance Agent & Registered Representative
Industry Financial Services
Experience
MassMutual Ohio   May 1990 - Present
Findlay Hancock County Chamber of Commerce   1995 - 2015
Frito-Lay, Inc  June 1986 - April 1990
Wagner's IGA  June 1982 - May 1986

Education
The Ohio State University   1985 — 1990
Bachelor's Degree, Agricultural Economics/Agri. Business.

Elmwood High School   1981 — 1985
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Tom Gallagher Tom Gallagher Maumee, Ohio Details
Tom Gallagher's MassMutual Ohio Experience 2012 - Present
Job Financial Services Professional
Industry Insurance
Experience
MassMutual Ohio   2012 - Present
Northwestern Mutual Financial Network  February 2011 - March 2012
First Place Bank  April 2009 - January 2011
National City Mortgage  March 2006 - March 2009
Fifth Third Bank  November 2003 - February 2006
Louisville Title Agency   January 2002 - October 2003

Education
Bowling Green State University   1997 — 2000

John Carroll University   1996 — 1997

St. John's   1992 — 1996

Lawrence ( Larry ) Tomczak, ChFC, CLU, ChSNC Lawrence ( Larry ) Tomczak, ChFC, CLU, ChSNC Toledo, Ohio Area Details
Lawrence ( Larry ) Tomczak, ChFC, CLU, ChSNC's MassMutual Ohio Experience October 1981 - Present
Job Financial Planner at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   October 1981 - Present
Certified Alarm   February 1974 - September 1981

Skills
Strategic Financial..., Insurance, Retirement, Disability Insurance, Management, Financial Services, Securities, Finance, Marketing, Sales, Long Term Care Insurance, Financial Advisory, Healthcare, Retirement Planning, Fixed Annuities

Education
The American College   2013 — 2013
ChSNC, Chartered Special Needs Consultant, Financial Planning for families with children or adults with disabilities, Passed with Certificate from the American College

The American College   1981 — 2013
CLU, ChFC, ChSNC, Insurance & Investments

University of Toledo   1961 — 1967
BBA, Business & Quality Control

Mark Greenblatt, CLU®, ChFC®, CASL® Mark Greenblatt, CLU®, ChFC®, CASL® Toledo, Ohio Area Details
Mark Greenblatt, CLU®, ChFC®, CASL®'s MassMutual Ohio Experience April 2015 - Present
Job Brokerage Director at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   April 2015 - Present
RVR Wealth Advisors, LLC   October 2012 - April 2015
Northwestern Mutual Financial Network  2002 - October 2012
Random basketball games around town   2001 - 2012
Leadership Toledo  2005 - 2006
Dewey's Pizza and Dewey's Other Place   August 1995 - July 2001

Education
University of Illinois at Urbana-Champaign - College of Business   1991 — 1996
BS-BA, Entrepreneurship

Sylvania Southview   1987 — 1991
Diploma

Whiteford Elementary

Joseph Hassen Joseph Hassen Canton, Ohio Area Details
Joseph Hassen's MassMutual Ohio Experience January 2015 - May 2015
Job Financial Advisor at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  June 2015 - Present
MassMutual Ohio   January 2015 - May 2015
Edward Jones  January 2013 - June 2014
JRH Communications   September 2012 - September 2013
National Security Technologies  June 2000 - September 2012
United States Marine Corps  June 1996 - June 2000

Skills
Retirement Planning, Saving for Education, Bonds, Mutual Funds, 529 Plans, Fixed Annuities, Variable Annuities, Life & Health Insurance..., Presentation Skills, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Whole Life, Series 7, Series 66

Education
University of Nevada-Las Vegas   2006 — 2008
Bachelor's Degree, Economics

Jeff Keim Jeff Keim Toledo, Ohio Area Details
Jeff Keim's MassMutual Ohio Experience January 2013 - June 2015
Job Executive Director of the Owens Community College Foundation
Industry Fund-Raising
Experience
Owens Community College  June 2015 - Present
MassMutual Ohio   January 2013 - June 2015
Jeff Keim, Development Specialist   April 1992 - June 2015
212 Capital Group   January 2011 - January 2013
MassMutual Ohio   January 2006 - January 2011
Various Real Estate Firms  April 1991 - April 2006

Education
University of Toledo   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance

Bowling Green State University   1984 — 1986

Maumee High School   1980 — 1984

Robert Ruff Robert Ruff Toledo, Ohio Area Details
Robert Ruff's MassMutual Ohio Experience September 1988 - Present
Job Registered Principal and Investment Advisor Representative at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   September 1988 - Present

Education
The American College   1990 — 1995
ChFC, Financial Planning

Michigan State University   1977 — 1980
BS, Medical Technology

Daniel J. Peffley, CFS, CLTC Daniel J. Peffley, CFS, CLTC Toledo, Ohio Area Details
Daniel J. Peffley, CFS, CLTC's MassMutual Ohio Experience September 2001 - Present
Job Financial Planner
Industry Financial Services
Experience
MassMutual Ohio   September 2001 - Present

Education
The American College   2003 — 2010
CLU, ChFC

University of Toledo   1998 — 2002
Finance

Bowling Green State University

Laurie C. Sistrunk, CLU Laurie C. Sistrunk, CLU Fremont, Ohio Details
Laurie C. Sistrunk, CLU's MassMutual Ohio Experience 2008 - Present
Job Financial Advisor at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   2008 - Present
National City Bank  July 2003 - January 2008
Society Bank and Trust/KeyBank, USA   June 1991 - April 2003

Skills
Finance, Investments, Banking, Credit, Loans, Insurance, Analysis, Small Business, Mergers & Acquisitions, Employee Benefits, Program Management

Education
The American College   2010 — 2012
Chartered Life Underwriter (CLU) Designation

Ohio School of Banking   1993 — 1994
Certificant, Banking

Heidelberg University   1982 — 1986
Bachelor of Science, Business Administration, Psychology

Fremont Ross High School   1972 — 1975
College Prep

Mary Gensler, ACS Mary Gensler, ACS Toledo, Ohio Area Details
Mary Gensler, ACS's MassMutual Ohio Experience November 1991 - Present
Job Agency Customer Care Representative
Industry Financial Services
Experience
MassMutual Ohio   November 1991 - Present
MassMutual Financial Group  1991 - Present

Skills
Employee Benefits, Insurance, Fixed Annuities, Life Insurance, Budgets, Management, Disability Insurance, Sales, Event Planning, Microsoft Office, Customer Satisfaction, Relationship Management, Microsoft Excel, Strategic Planning

Education
Davis College

John A. Kaminski, BSME, MBA, CLU, ChFC, CASL John A. Kaminski, BSME, MBA, CLU, ChFC, CASL Toledo, Ohio Area Details
John A. Kaminski, BSME, MBA, CLU, ChFC, CASL's MassMutual Ohio Experience February 1998 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Ohio   February 1998 - Present

Education
University of Michigan   1965 — 1972
BS in Mechanical Engineering, 1970 / MBA in Corporate Finance, 1972

Bruce A. DeBoer, CLU, ChFC Bruce A. DeBoer, CLU, ChFC Toledo, Ohio Area Details
Bruce A. DeBoer, CLU, ChFC's MassMutual Ohio Experience August 1997 - Present
Job Advanced Sales Specialist at Mass Mutual
Industry Financial Services
Experience
MassMutual Ohio   August 1997 - Present

Education
University of Toledo   1972 — 1972
B.S. Economics, Economics

University of Michigan   1966 — 1970
Economics

Grand Rapids Christian High School   1964 — 1966

Edward T. Motley Edward T. Motley Mansfield, Ohio Area Details
Edward T. Motley's MassMutual Ohio Experience May 2009 - March 2015
Job Independent Financial Consultant
Industry Financial Services
Experience
Independent Financial Consultant  April 2015 - Present
MassMutual Ohio   May 2009 - March 2015

Skills
Retirement, Estate Planning, Wealth Management, Leadership, Insurance, Public Speaking, Strategic Planning, Management, Financial Planning, Small Business, Customer Service, Retirement Planning, Investments

Education
United States Military Academy at West Point   1982 — 1986
BS, General Engineering and Foreign Area Studies

The American College   2005 — 2007
Chartered Financial Consultant (ChFC) designation

Patricia A. (Trisha) Lucius, CLU, ChFC, Patricia A. (Trisha) Lucius, CLU, ChFC, Maumee, Ohio Details
Patricia A. (Trisha) Lucius, CLU, ChFC,'s MassMutual Ohio Experience November 1982 - Present
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   November 1982 - Present

Education
University of Toledo   1971 — 1976
Bachelor of Science, Business Services, Economics

The American College
ChFC, Chartered Financial Consultant

The American College
CLU, Chartered Life Underwriter

Chad Stonitsch Chad Stonitsch Holland, Ohio Details
Chad Stonitsch's MassMutual Ohio Experience September 2015 - Present
Job Medical Technologist at Mercy Health (formerly Mercy Health Partners)
Industry Hospital & Health Care
Experience
MassMutual Ohio   September 2015 - Present
Mercy Health (formerly Mercy Health Partners)   October 2013 - Present
Wood County Hospital  March 2011 - October 2013
Promedica Clinical Informatics   2012 - 2013
Flower Hospital  August 2001 - January 2011
Defiance Regional Medical Center  May 2001 - December 2004

Skills
Quality Control, Six Sigma, Conflict Resolution, Mentoring, Time Management, Policy Writing, Cerner, EMR, Coagulation, Blood Bank, Serology, Clinical Chemistry, EHR, Laboratory Medicine, LIS, Clinical Research, Medical Technology, Hospitals, Healthcare, Clinical Microbiology

Education
The Ohio State University Fisher College of Business   2014 — 2015
Certificate, Financial Planning and Services

Indiana Wesleyan University   2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management, 4.0

Bowling Green State University   2000 — 2001
Bachelor of Science (B.S.), Clinical Laboratory Science/Medical Technology/Technologist, 3.2

Bowling Green State University   1995 — 1999
Bachelor of Science (B.S.), Biology, General, 3.48

Matthew Casey CFP Matthew Casey CFP Maumee, Ohio Details
Matthew Casey CFP's MassMutual Ohio Experience January 2013 - Present
Job Financial Services Professional at MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio   January 2013 - Present
Ameriprise Financial Services, Inc.   April 1994 - July 2012

Education
Miami University   1987 — 1991
Bachelor's degree, Finance, General

St. Francis de Sales High School   1983 — 1987