MassMutual Ohio
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MassMutual Ohio Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MassMutual Ohio September 1988 - Present
Education
The American College 1990 — 1995
ChFC, Financial Planning
Michigan State University 1977 — 1980
BS, Medical Technology
MassMutual Ohio September 2001 - Present
Education
The American College 2003 — 2010
CLU, ChFC
University of Toledo 1998 — 2002
Finance
Bowling Green State University
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
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
MassMutual Ohio February 1998 - Present
Education
University of Michigan 1965 — 1972
BS in Mechanical Engineering, 1970 / MBA in Corporate Finance, 1972
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
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
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
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
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