MassMutual San Francisco
Description
Address: 101 Montgomery St #600, San Francisco, CA 94104 Phone: (415) 743-1000: Website: : : : Place name: Hours: Category: : : Website: https://www.massmutual.com/ Category: Insurance agency 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MassMutual Northern California Posting publicly on the Web Write a review Reviews Be the first to review
MassMutual San Francisco List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MassMutual San Francisco. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MassMutual San Francisco Employees
Employee
Years
Job
Industry
Nick Hemmen Nick Hemmen's MassMutual San Francisco Experience June 2013 - November 2013
Job Account Executive at Glassdoor
Industry Financial Services
Experience
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Rodney Suzuki Rodney Suzuki's MassMutual San Francisco Experience September 2010 - Present
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual - San Francisco September 2010 - Present
Heathsheetz/Bedrock January 2007 - August 2010
Alternative Energy Sources Technology 2007 - 2010
Nestle December 2005 - January 2006
Charles Schwab 2001 - 2006
WageWorks June 2005 - December 2005
Charles Schwab and Co May 2000 - May 2005
Blockbuster Entertainment January 1999 - January 2000
Barclays Global/Bank of America January 1997 - January 1999
Bank of America January 1993 - January 1997
Skills
Financial Analysis, Finance, Auditing, Budgets, Financial Reporting, Market Research, Sales, Forecasting, Mergers & Acquisitions, Financial Services, Portfolio Management, Marketing, Investments, Accounting, Analytics, Analysis, Management, Banking, Insurance, Access
Education
University of Southern California 1980 — 1983
MBA, Finance
USC
M.B.A, Strategic Planning
USC
M.B.A, Finance
University of California, Riverside
B.A, Economics
MassMutual - San Francisco September 2010 - Present
Heathsheetz/Bedrock January 2007 - August 2010
Alternative Energy Sources Technology 2007 - 2010
Nestle December 2005 - January 2006
Charles Schwab 2001 - 2006
WageWorks June 2005 - December 2005
Charles Schwab and Co May 2000 - May 2005
Blockbuster Entertainment January 1999 - January 2000
Barclays Global/Bank of America January 1997 - January 1999
Bank of America January 1993 - January 1997
Skills
Financial Analysis, Finance, Auditing, Budgets, Financial Reporting, Market Research, Sales, Forecasting, Mergers & Acquisitions, Financial Services, Portfolio Management, Marketing, Investments, Accounting, Analytics, Analysis, Management, Banking, Insurance, Access
Education
University of Southern California 1980 — 1983
MBA, Finance
USC
M.B.A, Strategic Planning
USC
M.B.A, Finance
University of California, Riverside
B.A, Economics
Steve Kahlich Steve Kahlich's MassMutual San Francisco Experience May 2014 - April 2015
Job Communications & Leadership Training Consultant
Industry Professional Training & Coaching
Experience
International Rescue Group June 2013 - Present
MassMutual San Francisco May 2014 - April 2015
Junior Achievement of Northern California May 2008 - April 2013
San Francisco Architectural Heritage 1999 - 2010
Great Circle Systems, Inc. February 2000 - February 2008
monahan pacific 1999 - 2000
ComedySportz of Chicago 1986 - 1990
Skills
Fundraising, Strategy, Management, Business Development, Program Management, Entrepreneurship, Marketing Strategy, Training, Sales, Strategic Planning, Nonprofits, Proposal Writing, Budgets, Project Management, Marketing, New Business Development, CRM, Leadership, Branding & Identity, Contract Negotiation, Public Speaking, Business Strategy, Business Planning, Event Planning, Philanthropy, Sales Management, Recruiting, Marketing Communications, Cross-functional Team..., Event Management, Sailing, Maritime Operations, Yacht Charters, Yacht Deliveries
Education
DePaul University 1984 — 1989
BA
North Park University 1983 — 1984
Music
International Rescue Group June 2013 - Present
MassMutual San Francisco May 2014 - April 2015
Junior Achievement of Northern California May 2008 - April 2013
San Francisco Architectural Heritage 1999 - 2010
Great Circle Systems, Inc. February 2000 - February 2008
monahan pacific 1999 - 2000
ComedySportz of Chicago 1986 - 1990
Skills
Fundraising, Strategy, Management, Business Development, Program Management, Entrepreneurship, Marketing Strategy, Training, Sales, Strategic Planning, Nonprofits, Proposal Writing, Budgets, Project Management, Marketing, New Business Development, CRM, Leadership, Branding & Identity, Contract Negotiation, Public Speaking, Business Strategy, Business Planning, Event Planning, Philanthropy, Sales Management, Recruiting, Marketing Communications, Cross-functional Team..., Event Management, Sailing, Maritime Operations, Yacht Charters, Yacht Deliveries
Education
DePaul University 1984 — 1989
BA
North Park University 1983 — 1984
Music
Michele Steinmetz Michele Steinmetz's MassMutual San Francisco Experience August 2010 - June 2011
Job Building and accelerating brands
Industry Marketing and Advertising
Experience
Sauté Creative May 2013 - Present
Wealth Management Marketing (now Kaleido) June 2011 - May 2013
Wealth Management Marketing (now Kaleido) September 2011 - April 2012
MassMutual San Francisco August 2010 - June 2011
MassMutual San Francisco 2009 - August 2010
Skills
Project Management, Relationship Management, Marketing, Salesforce.com, Investments, Strategic Financial..., Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Account Management, Leadership, Training, Management, Financial Planning
Education
San Diego State University-California State University 2005 — 2009
Bachelors of Science
Sauté Creative May 2013 - Present
Wealth Management Marketing (now Kaleido) June 2011 - May 2013
Wealth Management Marketing (now Kaleido) September 2011 - April 2012
MassMutual San Francisco August 2010 - June 2011
MassMutual San Francisco 2009 - August 2010
Skills
Project Management, Relationship Management, Marketing, Salesforce.com, Investments, Strategic Financial..., Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Account Management, Leadership, Training, Management, Financial Planning
Education
San Diego State University-California State University 2005 — 2009
Bachelors of Science
Brandon Au, CFS, CLTC Brandon Au, CFS, CLTC's MassMutual San Francisco Experience 2008 - Present
Job Managing Partner | Financial Advisory Group MassMutual San Francisco
Industry Financial Services
Experience
MassMutual San Francisco 2008 - Present
PCA Multicultural Marketing & Communications 1996 - Present
NAIFA San Francisco Peninsula 2011 - Present
Skills
Financial Services, Mergers, Employee Benefits, Retirement, Investments, Asset Managment, Due Diligence, Strategic Financial..., Insurance, Financial Analysis, Real Estate, Securities, Finance, Portfolio Management, Strategic Planning, Financial Advisory, Valuation, Marketing, Financial Modeling, Equities, Mergers & Acquisitions, Disability Insurance, Real Estate Development, Mutual Funds, Entrepreneurship, Strategy, Executive Management, Wealth Management, Risk Management, Retirement Planning, Business Development, Banking, Asset Management, Small Business, Corporate Finance, Private Equity
Education
University of California, Berkeley
BA
Santa Clara University - Leavey School of Business
MBA
MassMutual San Francisco 2008 - Present
PCA Multicultural Marketing & Communications 1996 - Present
NAIFA San Francisco Peninsula 2011 - Present
Skills
Financial Services, Mergers, Employee Benefits, Retirement, Investments, Asset Managment, Due Diligence, Strategic Financial..., Insurance, Financial Analysis, Real Estate, Securities, Finance, Portfolio Management, Strategic Planning, Financial Advisory, Valuation, Marketing, Financial Modeling, Equities, Mergers & Acquisitions, Disability Insurance, Real Estate Development, Mutual Funds, Entrepreneurship, Strategy, Executive Management, Wealth Management, Risk Management, Retirement Planning, Business Development, Banking, Asset Management, Small Business, Corporate Finance, Private Equity
Education
University of California, Berkeley
BA
Santa Clara University - Leavey School of Business
MBA
My Pham My Pham's MassMutual San Francisco Experience June 2014 - November 2014
Job Trade Associate at State Street
Industry Investment Management
Experience
State Street July 2015 - Present
Fisher Investments December 2014 - July 2015
MassMutual San Francisco June 2014 - November 2014
Skills
Public Speaking, Leadership, Market Research, Econometrics, Financial Analysis, Policy Analysis, Team Leadership, Project Management, Research, Time Management, Market Analysis, Persuasive Speaker, Qualitative Research, Writing, Economics, Statistics, Data Analysis, Strategic Communications, Operations Management, Social Networking, Rhetorical Analysis, Articulate Communicator, Reporting & Analysis, Financial Reporting, Team Management, Crisis Communications, Financially Astute, Strong Business Acumen, Public Policy
Education
San Jose State University 2009 — 2014
Bachelor of Science (B.S.), Economics
State Street July 2015 - Present
Fisher Investments December 2014 - July 2015
MassMutual San Francisco June 2014 - November 2014
Skills
Public Speaking, Leadership, Market Research, Econometrics, Financial Analysis, Policy Analysis, Team Leadership, Project Management, Research, Time Management, Market Analysis, Persuasive Speaker, Qualitative Research, Writing, Economics, Statistics, Data Analysis, Strategic Communications, Operations Management, Social Networking, Rhetorical Analysis, Articulate Communicator, Reporting & Analysis, Financial Reporting, Team Management, Crisis Communications, Financially Astute, Strong Business Acumen, Public Policy
Education
San Jose State University 2009 — 2014
Bachelor of Science (B.S.), Economics
Jack BenAry CFP, CLU, CAP Jack BenAry CFP, CLU, CAP's MassMutual San Francisco Experience July 2013 - Present
Job Sales Manager at MassMutual San Francisco
Industry Insurance
Experience
MassMutual San Francisco July 2013 - Present
New York Life Insurance Company E/O/E February 2009 - July 2013
Ameriprise Financial April 1996 - August 2008
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, 401k, Disability Insurance, Financial Services, Fixed Annuities, Leadership, Recruiting, Estate Planning, Retirement, Financial Advisory, Life Insurance, Securities, Finance, Asset Allocation, Long-term Care, Series 7, Mutual Funds, Long Term Care Insurance, Series 63, Financial Planners, Training, Personal Finance, Wealth Management, IRAs, Portfolio Management
Education
University at Buffalo 1970 — 1973
BA, Liberal Arts
Stuyvesant High School
MassMutual San Francisco July 2013 - Present
New York Life Insurance Company E/O/E February 2009 - July 2013
Ameriprise Financial April 1996 - August 2008
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, 401k, Disability Insurance, Financial Services, Fixed Annuities, Leadership, Recruiting, Estate Planning, Retirement, Financial Advisory, Life Insurance, Securities, Finance, Asset Allocation, Long-term Care, Series 7, Mutual Funds, Long Term Care Insurance, Series 63, Financial Planners, Training, Personal Finance, Wealth Management, IRAs, Portfolio Management
Education
University at Buffalo 1970 — 1973
BA, Liberal Arts
Stuyvesant High School
Hansen Siu's MassMutual San Francisco Experience April 2013 - June 2013
Job VP of Membership at American Marketing Association, East Bay
Industry Marketing and Advertising
Experience
MassMutual San Francisco April 2013 - June 2013
American Marketing Association, East Bay January 2013 - June 2013
Palomares Hill Tennis December 2008 - June 2013
Dream Courts January 2012 - March 2012
Private Tutor September 2006 - June 2009
Pinnacle June 2008 - September 2008
Skills
Microsoft Office, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Marketing, Market Research, Event Planning, Marketing Research, Creative Direction, Online Marketing, Online Advertising, Email Marketing, Time Management, SEO, Facebook, Microsoft Excel
Education
California State University-East Bay 2011 — 2013
Bachelor of Science (BS)
MassMutual San Francisco April 2013 - June 2013
American Marketing Association, East Bay January 2013 - June 2013
Palomares Hill Tennis December 2008 - June 2013
Dream Courts January 2012 - March 2012
Private Tutor September 2006 - June 2009
Pinnacle June 2008 - September 2008
Skills
Microsoft Office, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Marketing, Market Research, Event Planning, Marketing Research, Creative Direction, Online Marketing, Online Advertising, Email Marketing, Time Management, SEO, Facebook, Microsoft Excel
Education
California State University-East Bay 2011 — 2013
Bachelor of Science (BS)
Jack Tsu Jack Tsu's MassMutual San Francisco Experience June 2015 - September 2015
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual San Francisco June 2015 - September 2015
uSquirrel 2014 - 2015
VisCorps Leadership Group 2013 - 2015
Emerstone Group 2011 - 2014
Skills
Equities, Investments, Microsoft Office, Equity Trading, Risk Management, Trading, Options, Valuation, Value Investing, Google Docs, Derivatives, Finance, Strategy, Statistics, Leadership, Morningstar, Stata, Microsoft Excel
Education
University of California, Berkeley 2009 — 2014
Bachelor of Arts (B.A.), Environmental Economics and Policy
Mission San Jose High school
MassMutual San Francisco June 2015 - September 2015
uSquirrel 2014 - 2015
VisCorps Leadership Group 2013 - 2015
Emerstone Group 2011 - 2014
Skills
Equities, Investments, Microsoft Office, Equity Trading, Risk Management, Trading, Options, Valuation, Value Investing, Google Docs, Derivatives, Finance, Strategy, Statistics, Leadership, Morningstar, Stata, Microsoft Excel
Education
University of California, Berkeley 2009 — 2014
Bachelor of Arts (B.A.), Environmental Economics and Policy
Mission San Jose High school
Tony Lopez Tony Lopez's MassMutual San Francisco Experience October 2011 - Present
Job Helping families make smart financial decisions. (925) 9792343 Hablo Español
Industry Financial Services
Experience
MassMutual San Francisco October 2011 - Present
MassMutual Greater San Diego June 2007 - February 2015
inData Corporation January 2006 - June 2007
Piper Jaffray January 2002 - August 2002
Skills
Insurance, Strategic Financial..., Finance, Securities, Investments, Financial Planning, Sales, Mutual Funds, Analysis, Retirement Planning, Customer Service, Financial Analysis, Strategic Planning, Employee Benefits, Fixed Annuities, 401k, Microsoft Excel, PowerPoint, Team Leadership, Series 7
Education
University of California, San Diego 2003 — 2007
Economics
Junipero Serra High School
MassMutual San Francisco October 2011 - Present
MassMutual Greater San Diego June 2007 - February 2015
inData Corporation January 2006 - June 2007
Piper Jaffray January 2002 - August 2002
Skills
Insurance, Strategic Financial..., Finance, Securities, Investments, Financial Planning, Sales, Mutual Funds, Analysis, Retirement Planning, Customer Service, Financial Analysis, Strategic Planning, Employee Benefits, Fixed Annuities, 401k, Microsoft Excel, PowerPoint, Team Leadership, Series 7
Education
University of California, San Diego 2003 — 2007
Economics
Junipero Serra High School
Antonio Scaletti's MassMutual San Francisco Experience November 2014 - July 2015
Job Portfolio Manager
Industry Financial Services
Experience
MassMutual San Francisco November 2014 - July 2015
Scaletti Family July 2013 - November 2014
Cowell Homeowners Association August 2012 - September 2014
Waddell & Reed May 2012 - July 2013
University of San Francisco September 2010 - May 2011
University of San Francisco September 2009 - May 2011
High Frequency Trading Firm 2010 - 2011
Merrill Lynch 2010 - 2010
Skills
Portfolio Management, Trading, Strategy, Risk Management, Options, Asset Management, Investment Strategies, Financial Modeling, Hedge Funds, Wealth Management, Alternative Investments
Education
University of San Francisco 2007 — 2011
Bachelor's Degree, Finance
American Business School Paris 2009 — 2010
Bachelor's Degree, Finance
De La Salle High School 2003 — 2007
MassMutual San Francisco November 2014 - July 2015
Scaletti Family July 2013 - November 2014
Cowell Homeowners Association August 2012 - September 2014
Waddell & Reed May 2012 - July 2013
University of San Francisco September 2010 - May 2011
University of San Francisco September 2009 - May 2011
High Frequency Trading Firm 2010 - 2011
Merrill Lynch 2010 - 2010
Skills
Portfolio Management, Trading, Strategy, Risk Management, Options, Asset Management, Investment Strategies, Financial Modeling, Hedge Funds, Wealth Management, Alternative Investments
Education
University of San Francisco 2007 — 2011
Bachelor's Degree, Finance
American Business School Paris 2009 — 2010
Bachelor's Degree, Finance
De La Salle High School 2003 — 2007
Robert (Bo) Willey Robert (Bo) Willey's MassMutual San Francisco Experience July 2013 - August 2013
Job Corporate Account Executive at ClearSlide
Industry Computer Software
Experience
ClearSlide March 2015 - Present
ClearSlide February 2014 - February 2015
PowerCloud Systems October 2013 - December 2013
MassMutual San Francisco July 2013 - August 2013
Pi Kappa Alpha International Fraternity February 2012 - February 2013
CTS International June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Cold Calling, Market Research, Lead Generation, Program Management, Time Management, Sales, Salesforce.com, Microsoft Office, Microsoft Word, CRM, Outlook, Technical Recruiting, Sales Prospecting, Email Strategy, Sales Presentations, Direct Sales, Sales Cycle Management, ClearSlide Sales..., Leadership, Team Leadership, Athletics, Lead Qualification, LinkedIn, Sales Process, Qualifying Prospects, SaaS, Inside Sales
Education
Santa Clara University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance Major, Economics Minor, Alumnus
ClearSlide March 2015 - Present
ClearSlide February 2014 - February 2015
PowerCloud Systems October 2013 - December 2013
MassMutual San Francisco July 2013 - August 2013
Pi Kappa Alpha International Fraternity February 2012 - February 2013
CTS International June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Cold Calling, Market Research, Lead Generation, Program Management, Time Management, Sales, Salesforce.com, Microsoft Office, Microsoft Word, CRM, Outlook, Technical Recruiting, Sales Prospecting, Email Strategy, Sales Presentations, Direct Sales, Sales Cycle Management, ClearSlide Sales..., Leadership, Team Leadership, Athletics, Lead Qualification, LinkedIn, Sales Process, Qualifying Prospects, SaaS, Inside Sales
Education
Santa Clara University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance Major, Economics Minor, Alumnus
Jimmy Diehl's MassMutual San Francisco Experience July 2013 - Present
Job Managing Associate at MassMutual Northern California
Industry Financial Services
Experience
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 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
Paul Bergamaschi Paul Bergamaschi's MassMutual San Francisco Experience December 2010 - June 2013
Job Independent Financial Advisor at Fortune Financial Services, Inc.
Industry Financial Services
Experience
Fortune Financial Services, Inc. August 2014 - Present
Covered California November 2013 - Present
Prosperity Financial Group June 2013 - September 2014
Retirement Plan Advisory Group June 2013 - September 2014
Financial Telesis Inc June 2013 - September 2014
East Bay Rowing Club August 2012 - July 2014
MassMutual San Francisco December 2010 - June 2013
Edward Jones February 2010 - October 2010
Optimum Realty Capital LLC 2006 - 2009
Eden Development Group 1996 - 2006
Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement
Education
University of California, Berkeley 1976 — 1980
Architecture
University of Southern California
Fortune Financial Services, Inc. August 2014 - Present
Covered California November 2013 - Present
Prosperity Financial Group June 2013 - September 2014
Retirement Plan Advisory Group June 2013 - September 2014
Financial Telesis Inc June 2013 - September 2014
East Bay Rowing Club August 2012 - July 2014
MassMutual San Francisco December 2010 - June 2013
Edward Jones February 2010 - October 2010
Optimum Realty Capital LLC 2006 - 2009
Eden Development Group 1996 - 2006
Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement
Education
University of California, Berkeley 1976 — 1980
Architecture
University of Southern California
Benjamin M. Bloom, MBA, LUTCF, CLTC's MassMutual San Francisco Experience October 2008 - March 2011
Job Independent Advisor
Industry Financial Services
Experience
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
Robert Jacobs III's MassMutual San Francisco Experience July 2013 - Present
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual San Francisco July 2013 - Present
BodyworkNow February 2006 - Present
Luminox December 2010 - May 2011
Eco-Festivals January 2009 - October 2009
Jacobs 3, Event Marketing & Management Consulting August 2005 - January 2009
Silicon Valley American Marketing Association June 2007 - August 2007
Silicon Valley American Marketing Association July 2006 - June 2007
Silicon Valley American Marketing Association July 2005 - June 2006
University of Phoenix November 2002 - August 2005
AT&T BROADBAND, INC/ SPRINT PCS October 2001 - December 2002
Skills
Event Management, Trade Shows, Sponsorship, B2B Marketing, Sales Management, Sales, Salesforce.com, Direct Sales, International Sales, Sales Presentations, Client Development, Key Account Management, Professional Services, Marketing, Market Research, Event Planning, Lead Generation, Competitive Analysis, Small Business..., Financial Analysis, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Retirement Planning, Strategic Financial..., Manage Client..., Helping Clients Succeed, Client Education, Training, Business Development, Leadership, Direct Marketing, CRM, Advertising, Strategy
Education
University of Phoenix 2002 — 2005
Bachelor of Science, Business
University of Phoenix
MassMutual San Francisco July 2013 - Present
BodyworkNow February 2006 - Present
Luminox December 2010 - May 2011
Eco-Festivals January 2009 - October 2009
Jacobs 3, Event Marketing & Management Consulting August 2005 - January 2009
Silicon Valley American Marketing Association June 2007 - August 2007
Silicon Valley American Marketing Association July 2006 - June 2007
Silicon Valley American Marketing Association July 2005 - June 2006
University of Phoenix November 2002 - August 2005
AT&T BROADBAND, INC/ SPRINT PCS October 2001 - December 2002
Skills
Event Management, Trade Shows, Sponsorship, B2B Marketing, Sales Management, Sales, Salesforce.com, Direct Sales, International Sales, Sales Presentations, Client Development, Key Account Management, Professional Services, Marketing, Market Research, Event Planning, Lead Generation, Competitive Analysis, Small Business..., Financial Analysis, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Retirement Planning, Strategic Financial..., Manage Client..., Helping Clients Succeed, Client Education, Training, Business Development, Leadership, Direct Marketing, CRM, Advertising, Strategy
Education
University of Phoenix 2002 — 2005
Bachelor of Science, Business
University of Phoenix
Erik Voss Erik Voss's MassMutual San Francisco Experience October 2008 - March 2009
Job Analyst, Business Analysis at CareFusion
Industry Information Services
Experience
CareFusion December 2014 - Present
LPL Financial September 2014 - December 2014
Kyocera North America October 2012 - July 2014
Gojane.com January 2011 - October 2011
Gojane.com August 2010 - January 2011
Yreka Investment Partners, LLC October 2009 - January 2010
MassMutual San Francisco October 2008 - March 2009
SAIC April 2008 - October 2008
Borders October 2007 - April 2008
MassMutual Financial Group October 2005 - May 2007
Skills
Analysis, Data Analysis, Process Improvement, Business Analysis, Database Admin, Data Management, Software Documentation, Database Administration, Analytics, Data Entry, Integration, Cross-functional Team..., Program Management
Education
Pacific Lutheran University 2000 — 2005
Bachelor, Business Administration
CareFusion December 2014 - Present
LPL Financial September 2014 - December 2014
Kyocera North America October 2012 - July 2014
Gojane.com January 2011 - October 2011
Gojane.com August 2010 - January 2011
Yreka Investment Partners, LLC October 2009 - January 2010
MassMutual San Francisco October 2008 - March 2009
SAIC April 2008 - October 2008
Borders October 2007 - April 2008
MassMutual Financial Group October 2005 - May 2007
Skills
Analysis, Data Analysis, Process Improvement, Business Analysis, Database Admin, Data Management, Software Documentation, Database Administration, Analytics, Data Entry, Integration, Cross-functional Team..., Program Management
Education
Pacific Lutheran University 2000 — 2005
Bachelor, Business Administration
Carmen Cheung, CFP®, ChFEBC ℠ Carmen Cheung, CFP®, ChFEBC ℠'s MassMutual San Francisco Experience 2002 - Present
Job Financial Advisor, Investment Advisor Representative
Industry Financial Services
Experience
MassMutual San Francisco 2002 - Present
Merrill Lynch 2000 - 2002
Skills
Financial Services, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Portfolio Management, Retirement, Series 7, Strategic Financial..., Small Business, Mutual Funds, Wealth Management, IRAs, Finance
Education
University of California, Davis 1989 — 1993
B.S., Design
MassMutual San Francisco 2002 - Present
Merrill Lynch 2000 - 2002
Skills
Financial Services, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Portfolio Management, Retirement, Series 7, Strategic Financial..., Small Business, Mutual Funds, Wealth Management, IRAs, Finance
Education
University of California, Davis 1989 — 1993
B.S., Design
Pavel Chistol Pavel Chistol's MassMutual San Francisco Experience March 2012 - January 2013
Job General Manager at Floor Terra LLC
Industry Building Materials
Experience
Floor Terra LLC October 2013 - Present
Expo Floors April 2013 - April 2014
MassMutual San Francisco March 2012 - January 2013
Liberty Tax Service January 2010 - April 2012
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, English, Accounting, Outlook, Windows, Budgets, Accounts Receivable, Business Planning, Teamwork, Financial Analysis, Sales Management, Finance, Management
Education
California State University-East Bay 2009 — 2013
Bachelor's Degree, Accounting and Finance
Academy of Theater, Music and Fine Arts 2003 — 2007
Bachelor of Arts (B.A.), Music Performance, General
Floor Terra LLC October 2013 - Present
Expo Floors April 2013 - April 2014
MassMutual San Francisco March 2012 - January 2013
Liberty Tax Service January 2010 - April 2012
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, English, Accounting, Outlook, Windows, Budgets, Accounts Receivable, Business Planning, Teamwork, Financial Analysis, Sales Management, Finance, Management
Education
California State University-East Bay 2009 — 2013
Bachelor's Degree, Accounting and Finance
Academy of Theater, Music and Fine Arts 2003 — 2007
Bachelor of Arts (B.A.), Music Performance, General
Paul Picha Paul Picha's MassMutual San Francisco Experience August 2013 - May 2015
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2015 - Present
MassMutual San Francisco August 2013 - May 2015
Paul Picha DC March 2008 - July 2013
Skills
Financial Services
Education
Western States Chiropractic College 2004 — 2007
Doctor of Chiropractic
University of Illinois at Chicago
Bachelor's degree
JPMorgan Chase Bank N.A. June 2015 - Present
MassMutual San Francisco August 2013 - May 2015
Paul Picha DC March 2008 - July 2013
Skills
Financial Services
Education
Western States Chiropractic College 2004 — 2007
Doctor of Chiropractic
University of Illinois at Chicago
Bachelor's degree
Jawad Sultan Jawad Sultan's MassMutual San Francisco Experience April 2015 - May 2015
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual San Francisco April 2015 - May 2015
Skills
Corporate Finance, Business Strategy, Sales, Microsoft Office, Operations Management, Real Estate Financing, Organizational..., Marketing, Communication Skills, Managerial Skills, Consumer Services, Analysis, Teamwork, Banking, Management
Education
California State University-East Bay 2011 — 2014
Bachelor's Degree, Business Administration (B.S.), Options in Finance and Business Economics
MassMutual San Francisco April 2015 - May 2015
Skills
Corporate Finance, Business Strategy, Sales, Microsoft Office, Operations Management, Real Estate Financing, Organizational..., Marketing, Communication Skills, Managerial Skills, Consumer Services, Analysis, Teamwork, Banking, Management
Education
California State University-East Bay 2011 — 2014
Bachelor's Degree, Business Administration (B.S.), Options in Finance and Business Economics
Minas Bekerejian Minas Bekerejian's MassMutual San Francisco Experience November 2014 - Present
Job Financial services Professional at MassMutual
Industry Financial Services
Experience
MassMutual San Francisco November 2014 - Present
Skills
Microsoft Excel, Training, Leadership, Microsoft Word, Process Improvement, Sales, Insurance, HTML, Financial Services, English
Education
University of California, Berkeley 2012 — 2014
MassMutual San Francisco November 2014 - Present
Skills
Microsoft Excel, Training, Leadership, Microsoft Word, Process Improvement, Sales, Insurance, HTML, Financial Services, English
Education
University of California, Berkeley 2012 — 2014
Marilia Rosario's MassMutual San Francisco Experience May 2015 - July 2015
Job Customer Service Representative
Industry Banking
Experience
Sterling Bank & Trust, FSB August 2015 - Present
Waterworld California April 2015 - August 2015
MassMutual San Francisco May 2015 - July 2015
New Concept Staffing Services Inc. November 2014 - February 2015
Waterworld California March 2014 - September 2014
Skills
Well organized, People Skills, Research, Skilled Multi-tasker, detail oriented, Excellent time..., Public Speaking, Customer Service, Piano, Microsoft Office, Google Docs, Microsoft Word, Outlook, Social Media, Microsoft Excel, PowerPoint
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Political Science and Government
Sterling Bank & Trust, FSB August 2015 - Present
Waterworld California April 2015 - August 2015
MassMutual San Francisco May 2015 - July 2015
New Concept Staffing Services Inc. November 2014 - February 2015
Waterworld California March 2014 - September 2014
Skills
Well organized, People Skills, Research, Skilled Multi-tasker, detail oriented, Excellent time..., Public Speaking, Customer Service, Piano, Microsoft Office, Google Docs, Microsoft Word, Outlook, Social Media, Microsoft Excel, PowerPoint
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Political Science and Government
Sarah Hashim Sarah Hashim's MassMutual San Francisco Experience August 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual San Francisco August 2012 - Present
Skills
Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, Leadership, Research, Social Media, Social Networking
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
MassMutual San Francisco August 2012 - Present
Skills
Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, Leadership, Research, Social Media, Social Networking
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Akashpreet Singh's MassMutual San Francisco Experience May 2015 - Present
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual San Francisco May 2015 - Present
InterMune June 2014 - September 2014
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Customer Service, Market Research, Microsoft Word, International Business, Social Media, Research, Social Networking, Event Planning, Public Speaking, Time Management, Leadership, Management
Education
San Francisco State University, College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
San Francisco State University 2009 — 2013
International Business Administration BS, International Business
MassMutual San Francisco May 2015 - Present
InterMune June 2014 - September 2014
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Customer Service, Market Research, Microsoft Word, International Business, Social Media, Research, Social Networking, Event Planning, Public Speaking, Time Management, Leadership, Management
Education
San Francisco State University, College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
San Francisco State University 2009 — 2013
International Business Administration BS, International Business
Stephen Koh, CLF®'s MassMutual San Francisco Experience June 2011 - Present
Job Vice President/ Director of Multicultural Market/ Agency Supervisory Officer
Industry Financial Services
Experience
MassMutual-San Francisco June 2011 - Present
California State University, East Bay June 2012 - June 2014
MassMutual- San Francisco March 2007 - June 2011
Metlife March 2005 - March 2007
Prudential 2002 - 2005
AXA Financial 1986 - 2002
Skills
Insurance, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Life Insurance, Series 7, Financial Services, Mutual Funds, Securities, Employee Benefits, Retirement, Financial Advisory, Fixed Annuities, Disability Insurance, Succession Planning, Health Insurance, Strategic Planning, Asset Management, Sales, Asset Allocation, Long-term Care, Series 63, Business Planning, Small Business, Leadership, Strategy, Investment Strategies, 401k, Risk Management, Financial Planners, Finance, Recruiting, Term Life Insurance, Portfolio Management, Executive Management, Wealth Management, Relationship Management, Underwriting, Banking, IRAs, Financial Analysis, Investment Advisory, Equities, Mergers & Acquisitions, Economics, Series 6, Cash Management, FINRA, Financial Planning
Education
The American College 2009 — 2011
Chartered Leadership Fellow, Financial Planning and Services
Sonoma State University 1981 — 1982
MA, Management
The University of Wolverhampton 1975 — 1978
BSc, Mechanical Engineering
MassMutual-San Francisco June 2011 - Present
California State University, East Bay June 2012 - June 2014
MassMutual- San Francisco March 2007 - June 2011
Metlife March 2005 - March 2007
Prudential 2002 - 2005
AXA Financial 1986 - 2002
Skills
Insurance, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Life Insurance, Series 7, Financial Services, Mutual Funds, Securities, Employee Benefits, Retirement, Financial Advisory, Fixed Annuities, Disability Insurance, Succession Planning, Health Insurance, Strategic Planning, Asset Management, Sales, Asset Allocation, Long-term Care, Series 63, Business Planning, Small Business, Leadership, Strategy, Investment Strategies, 401k, Risk Management, Financial Planners, Finance, Recruiting, Term Life Insurance, Portfolio Management, Executive Management, Wealth Management, Relationship Management, Underwriting, Banking, IRAs, Financial Analysis, Investment Advisory, Equities, Mergers & Acquisitions, Economics, Series 6, Cash Management, FINRA, Financial Planning
Education
The American College 2009 — 2011
Chartered Leadership Fellow, Financial Planning and Services
Sonoma State University 1981 — 1982
MA, Management
The University of Wolverhampton 1975 — 1978
BSc, Mechanical Engineering
David Fabillaran's MassMutual San Francisco Experience January 2013 - Present
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual San Francisco January 2013 - Present
MetLife October 2011 - January 2013
Alain Pinel Realtors July 2010 - September 2010
After-School All-Stars January 2008 - June 2008
Skills
Small Business, Employee Benefits, Retirement, Insurance, Analysis, Finance, Strategic Financial..., Investments, Financial Services, Financial Advisory, Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Leadership, Financial Planning, Microsoft Excel, Microsoft Office, SPSS
Education
San Jose State University 2006 — 2011
B.S., Industrial and Organizational Psychology, Experimental Design and Statistics
MassMutual San Francisco January 2013 - Present
MetLife October 2011 - January 2013
Alain Pinel Realtors July 2010 - September 2010
After-School All-Stars January 2008 - June 2008
Skills
Small Business, Employee Benefits, Retirement, Insurance, Analysis, Finance, Strategic Financial..., Investments, Financial Services, Financial Advisory, Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Leadership, Financial Planning, Microsoft Excel, Microsoft Office, SPSS
Education
San Jose State University 2006 — 2011
B.S., Industrial and Organizational Psychology, Experimental Design and Statistics