MassMutual Trust Company
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MassMutual Trust Company Employees
Employee
Years
Job
Industry
Jake Dissinger, ChFC® Jake Dissinger, ChFC®'s MassMutual Trust Company Experience May 2014 - Present
Job Director of Operations at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company May 2014 - Present
MassMutual Trust Company August 2013 - August 2014
MassMutual Trust Company August 2010 - August 2013
MassMutual Financial Group December 2007 - July 2010
Skills
Investments, Sales, Mutual Funds
Education
Gordon College 2000 — 2004
Bachelors, Economics & Business Adm
MassMutual Trust Company May 2014 - Present
MassMutual Trust Company August 2013 - August 2014
MassMutual Trust Company August 2010 - August 2013
MassMutual Financial Group December 2007 - July 2010
Skills
Investments, Sales, Mutual Funds
Education
Gordon College 2000 — 2004
Bachelors, Economics & Business Adm
Kathryn Wakefield, JD, CLU Kathryn Wakefield, JD, CLU's MassMutual Trust Company Experience December 2009 - November 2010
Job Director Estate and Business Planning at MassMutual Financial Group
Industry Law Practice
Experience
MassMutual Financial Group November 2010 - Present
MassMutual Trust Company December 2009 - November 2010
MassMutual June 2008 - December 2009
US Attorney's Office January 2007 - May 2007
American Express Financial Advisors December 2001 - March 2004
Skills
Estate Planning, Tax, Series 7, Trusts, Licensing, FINRA, Insurance, Investments, Long-term Care, Securities, Legal Research, Due Diligence, Mutual Funds, Corporate Law, Risk Management, Disability Insurance, Employee Benefits, Business Succession..., Executive Benefit..., Chartered Life..., Series 24, Series 63, Long Term Care Insurance, Variable Annuities, Finance, Retirement, Retirement Planning
Education
The American College 2011 — 2012
CLU, Financial Planning and Services
Western New England University School of Law 2004 — 2007
JD, Law
University of Massachusetts, Amherst 1998 — 2002
B.A., Sociology and Criminal Justice
Cornell University 1997 — 1997
Law, Legal Studies
MassMutual Financial Group November 2010 - Present
MassMutual Trust Company December 2009 - November 2010
MassMutual June 2008 - December 2009
US Attorney's Office January 2007 - May 2007
American Express Financial Advisors December 2001 - March 2004
Skills
Estate Planning, Tax, Series 7, Trusts, Licensing, FINRA, Insurance, Investments, Long-term Care, Securities, Legal Research, Due Diligence, Mutual Funds, Corporate Law, Risk Management, Disability Insurance, Employee Benefits, Business Succession..., Executive Benefit..., Chartered Life..., Series 24, Series 63, Long Term Care Insurance, Variable Annuities, Finance, Retirement, Retirement Planning
Education
The American College 2011 — 2012
CLU, Financial Planning and Services
Western New England University School of Law 2004 — 2007
JD, Law
University of Massachusetts, Amherst 1998 — 2002
B.A., Sociology and Criminal Justice
Cornell University 1997 — 1997
Law, Legal Studies
Jeff Cabral MBA's MassMutual Trust Company Experience October 2012 - Present
Job Internal Wholesaler at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company October 2012 - Present
MassMutual Financial Group May 2007 - October 2011
MassMutual Financial Group, Service April 2007 - May 2008
Fidelity Investments, Service May 2005 - April 2007
Hartford Life 2005 - 2006
Skills
Annuity, Annuities, Mutual Funds, Protection, Retirement, Insurance, Retirement Planning, Customer Relations, Customer Service, Fixed Annuities, Management, Sales, Sales Operations, Marketing, Series 7
Education
Cambridge College 2008 — 2009
Master of Business Administration (MBA), Management
Southern New Hampshire University 2000 — 2004
B.S., Marketing
MassMutual Trust Company October 2012 - Present
MassMutual Financial Group May 2007 - October 2011
MassMutual Financial Group, Service April 2007 - May 2008
Fidelity Investments, Service May 2005 - April 2007
Hartford Life 2005 - 2006
Skills
Annuity, Annuities, Mutual Funds, Protection, Retirement, Insurance, Retirement Planning, Customer Relations, Customer Service, Fixed Annuities, Management, Sales, Sales Operations, Marketing, Series 7
Education
Cambridge College 2008 — 2009
Master of Business Administration (MBA), Management
Southern New Hampshire University 2000 — 2004
B.S., Marketing
Heidi Goble Heidi Goble's MassMutual Trust Company Experience 1996 - 1997
Job Owner & Project Manager at Digital Felt Productions, LLC
Industry Media Production
Experience
Digital Felt Productions, LLC January 2011 - Present
RGI Insurance Services February 1999 - April 2011
MassMutual Trust Company 1996 - 1997
Skills
Customer Service, Small Business, Leadership, Strategic Planning, Process Improvement, Business Strategy, Entrepreneurship, New Business Development, Project Management, Start-ups, Business Planning, Marketing, Leadership Development, Organizational..., Strategy, Training
Education
Bethel University 1993 — 1996
BA, Business
Digital Felt Productions, LLC January 2011 - Present
RGI Insurance Services February 1999 - April 2011
MassMutual Trust Company 1996 - 1997
Skills
Customer Service, Small Business, Leadership, Strategic Planning, Process Improvement, Business Strategy, Entrepreneurship, New Business Development, Project Management, Start-ups, Business Planning, Marketing, Leadership Development, Organizational..., Strategy, Training
Education
Bethel University 1993 — 1996
BA, Business
Terrence Milka Terrence Milka's MassMutual Trust Company Experience July 2014 - Present
Job Senior Vice President Investments, Client Relations at MassMutual Trust Company
Industry Banking
Experience
MassMutual Trust Company July 2014 - Present
MassMutual Trust Company January 2008 - July 2014
MML Investors Services, Inc April 2006 - January 2008
MassMutual April 2001 - April 2006
Skills
Series 7, Series 24, Due Diligence, Asset Allocation, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Securities, Financial Markets, Alternative Investments, Asset Management, Asset Managment, Retirement, Insurance, Estate Planning, Investment Management, Financial Services, Structured Finance
Education
University of Hartford 1980 — 1984
M.B.A., Finance
Central Connecticut State University 1976 — 1980
B.S., Finance
MassMutual Trust Company July 2014 - Present
MassMutual Trust Company January 2008 - July 2014
MML Investors Services, Inc April 2006 - January 2008
MassMutual April 2001 - April 2006
Skills
Series 7, Series 24, Due Diligence, Asset Allocation, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Securities, Financial Markets, Alternative Investments, Asset Management, Asset Managment, Retirement, Insurance, Estate Planning, Investment Management, Financial Services, Structured Finance
Education
University of Hartford 1980 — 1984
M.B.A., Finance
Central Connecticut State University 1976 — 1980
B.S., Finance
Maureen Tobin Maureen Tobin's MassMutual Trust Company Experience 2002 - 2003
Job Experienced estate planning attorney with MS in Tax and extensive background in the financial services industry
Industry Legal Services
Experience
Maureen C. Tobin, JD, MST, CLU 2011 - Present
Cooley Shrair May 2006 - July 2011
Maureen C. Tobin, Attorney at Law 2003 - 2006
MassMutual Trust Company 2002 - 2003
Jefferson Pilot Financial Services 1999 - 2002
Prudential Life Insurance Company of America 1996 - 1999
Skills
Trusts, Estate Planning, Probate, Elder Law, Succession Planning, Wills, Estate Administration, Estate Tax Planning, Retirement Planning, Real Estate, Corporate Law, Tax Law, Tax, Retirement, Financial Services, Estate Law, Mediation, Asset Protection, Insurance, Powers of Attorney, LLC, High Net Worth...
Education
Western New England College School of Law 1978 — 1982
JD, law
University of Hartford 1991 — 1993
MST, Taxation
Smith College 1973 — 1977
BA, history
Northampton High School
Maureen C. Tobin, JD, MST, CLU 2011 - Present
Cooley Shrair May 2006 - July 2011
Maureen C. Tobin, Attorney at Law 2003 - 2006
MassMutual Trust Company 2002 - 2003
Jefferson Pilot Financial Services 1999 - 2002
Prudential Life Insurance Company of America 1996 - 1999
Skills
Trusts, Estate Planning, Probate, Elder Law, Succession Planning, Wills, Estate Administration, Estate Tax Planning, Retirement Planning, Real Estate, Corporate Law, Tax Law, Tax, Retirement, Financial Services, Estate Law, Mediation, Asset Protection, Insurance, Powers of Attorney, LLC, High Net Worth...
Education
Western New England College School of Law 1978 — 1982
JD, law
University of Hartford 1991 — 1993
MST, Taxation
Smith College 1973 — 1977
BA, history
Northampton High School
Tim Norwood Tim Norwood's MassMutual Trust Company Experience 2000 - 2003
Job Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 1990 - Present
MassMutual Financial Group August 2006 - August 2008
MassMutual Trust Company 2000 - 2003
Skills
Insurance, Financial Services, Call Center, Securities, Process Improvement, Visio, Customer Service, Access, Requirements Gathering, Microsoft Excel, Program Management, Software Documentation, Project Management, Vendor Management, Business Analysis, Management, SharePoint, SDLC, Call Centers, Business Process, Outlook, Training, Analysis, Change Management, Risk Management, CRM, Leadership, Business Process..., Business Requirements
Education
University of Massachusetts, Amherst
MassMutual Financial Group June 1990 - Present
MassMutual Financial Group August 2006 - August 2008
MassMutual Trust Company 2000 - 2003
Skills
Insurance, Financial Services, Call Center, Securities, Process Improvement, Visio, Customer Service, Access, Requirements Gathering, Microsoft Excel, Program Management, Software Documentation, Project Management, Vendor Management, Business Analysis, Management, SharePoint, SDLC, Call Centers, Business Process, Outlook, Training, Analysis, Change Management, Risk Management, CRM, Leadership, Business Process..., Business Requirements
Education
University of Massachusetts, Amherst
Lu (Rebecca) Liu Lu (Rebecca) Liu's MassMutual Trust Company Experience February 2012 - February 2012
Job Finance and Accounting Manager at Evergreen Private Finance
Industry Financial Services
Experience
Evergreen Private Finance February 2015 - Present
CumuliTech LLC February 2014 - January 2015
Jianghai Securities Co., Ltd. January 2013 - February 2013
MassMutual Trust Company February 2012 - February 2012
The Coca-Cola Company January 2012 - February 2012
China Minsheng Banking Corp.ltd July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Access, Analysis, Business Planning, Risk Management, Leadership, Economics, Product Development, Financial Reporting, Market Research, Budgets, Forecasting, Valuation, Process Improvement, Financial Accounting, Business Strategy, Banking, Managerial Finance, Management Consulting, Business Analysis, Strategic Financial..., Portfolio Management, Investments, Bloomberg, Auditing, Microsoft PowerPoint
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General
Central University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Financial Engineering
Harbin Normal University attached middle school 2006 — 2009
Harbin Songlei Middle School 2002 — 2006
Harbin Wenhua School 1997 — 2002
Evergreen Private Finance February 2015 - Present
CumuliTech LLC February 2014 - January 2015
Jianghai Securities Co., Ltd. January 2013 - February 2013
MassMutual Trust Company February 2012 - February 2012
The Coca-Cola Company January 2012 - February 2012
China Minsheng Banking Corp.ltd July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Access, Analysis, Business Planning, Risk Management, Leadership, Economics, Product Development, Financial Reporting, Market Research, Budgets, Forecasting, Valuation, Process Improvement, Financial Accounting, Business Strategy, Banking, Managerial Finance, Management Consulting, Business Analysis, Strategic Financial..., Portfolio Management, Investments, Bloomberg, Auditing, Microsoft PowerPoint
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General
Central University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Financial Engineering
Harbin Normal University attached middle school 2006 — 2009
Harbin Songlei Middle School 2002 — 2006
Harbin Wenhua School 1997 — 2002
Cheyanne Clark Cheyanne Clark's MassMutual Trust Company Experience June 2013 - Present
Job Client Services Specialist at MassMutual Trust Company
Industry Law Practice
Experience
MassMutual Trust Company June 2013 - Present
University of Connecticut August 2010 - May 2013
MassMutual Financial Group June 2012 - August 2012
McKesson June 2011 - August 2011
MetLife May 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Project Planning, Mac OS, Lotus Notes, Outlook, Spanish-speaking, Presentations, Template Creation, Zoomerang, Adobe Acrobat, Communication, Project Coordination, Leadership, Teamwork, Event Planning, Data Analysis, Customer Service, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor's Degree, Political Science and Government
University of Massachusetts, Amherst 2009 — 2010
MassMutual Trust Company June 2013 - Present
University of Connecticut August 2010 - May 2013
MassMutual Financial Group June 2012 - August 2012
McKesson June 2011 - August 2011
MetLife May 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Project Planning, Mac OS, Lotus Notes, Outlook, Spanish-speaking, Presentations, Template Creation, Zoomerang, Adobe Acrobat, Communication, Project Coordination, Leadership, Teamwork, Event Planning, Data Analysis, Customer Service, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor's Degree, Political Science and Government
University of Massachusetts, Amherst 2009 — 2010
Steve Randolph Steve Randolph's MassMutual Trust Company Experience 2002 - 2003
Job Managing Partner at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions 2009 - Present
Randolph Management Consulting LLC 2008 - November 2009
Reliance Integrated Solutions LLC 2006 - 2008
Covenant College 2003 - 2006
MassMutual Trust Company 2002 - 2003
Persumma Financial (MassMutual) 2000 - 2002
SunTrust Bank 1978 - 2000
Skills
Strategy, Mergers & Acquisitions, Change Management, Project Management, Management, Finance, Wealth Management, Start-ups, Business Strategy, Marketing, Investments, Process Improvement, Strategic Planning, Leadership, Banking, Program Management, Leadership Development, Financial Services, Team Management, Business Analysis, Managerial Finance, Accounting, Strategy Development, Project Execution, Operations & Technology, Financial Management, Change Leadership, Consulting
Education
Georgia State University
MBA, Management
The University of Georgia
BBA, Marketing
Oakbrook Solutions 2009 - Present
Randolph Management Consulting LLC 2008 - November 2009
Reliance Integrated Solutions LLC 2006 - 2008
Covenant College 2003 - 2006
MassMutual Trust Company 2002 - 2003
Persumma Financial (MassMutual) 2000 - 2002
SunTrust Bank 1978 - 2000
Skills
Strategy, Mergers & Acquisitions, Change Management, Project Management, Management, Finance, Wealth Management, Start-ups, Business Strategy, Marketing, Investments, Process Improvement, Strategic Planning, Leadership, Banking, Program Management, Leadership Development, Financial Services, Team Management, Business Analysis, Managerial Finance, Accounting, Strategy Development, Project Execution, Operations & Technology, Financial Management, Change Leadership, Consulting
Education
Georgia State University
MBA, Management
The University of Georgia
BBA, Marketing
Alyssa Mandeville, CTFA, AFIM's MassMutual Trust Company Experience April 2013 - Present
Job Trust Administration & Operations at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company April 2013 - Present
MassMutual Trust Company July 2012 - Present
MassMutual Trust Company September 2010 - July 2012
MassMutual Financial Group September 2009 - September 2010
MassMutual December 2008 - September 2009
MassMutual May 2007 - September 2009
MassMutual March 2006 - May 2007
MassMutual July 2004 - March 2006
Skills
Insurance, Investments, Estate Planning, Project Portfolio..., Business Readiness, Change Management, New Business Development, Sales Support, Sales, Fixed Annuities, Series 6, Securities, Sales Operations, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Financial Services, Wealth Management
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters, Management
Cannon Trust School 2010 — 2012
Accredited Fiduciary Investment Manager (AFIM)
Cannon Trust School 2010 — 2012
Certified Trust & Financial Advisor (CTFA)
Westfield State University 2001 — 2004
Bachelors, Management & Marketing
Springfield Technical Community College 1999 — 2001
Associates, Marketing
MassMutual Trust Company April 2013 - Present
MassMutual Trust Company July 2012 - Present
MassMutual Trust Company September 2010 - July 2012
MassMutual Financial Group September 2009 - September 2010
MassMutual December 2008 - September 2009
MassMutual May 2007 - September 2009
MassMutual March 2006 - May 2007
MassMutual July 2004 - March 2006
Skills
Insurance, Investments, Estate Planning, Project Portfolio..., Business Readiness, Change Management, New Business Development, Sales Support, Sales, Fixed Annuities, Series 6, Securities, Sales Operations, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Financial Services, Wealth Management
Education
Rensselaer Polytechnic Institute at Hartford 2005 — 2007
Masters, Management
Cannon Trust School 2010 — 2012
Accredited Fiduciary Investment Manager (AFIM)
Cannon Trust School 2010 — 2012
Certified Trust & Financial Advisor (CTFA)
Westfield State University 2001 — 2004
Bachelors, Management & Marketing
Springfield Technical Community College 1999 — 2001
Associates, Marketing
Catherine Parranto's MassMutual Trust Company Experience October 2003 - March 2006
Job Trust Administrative Officer at Bank of America
Industry Banking
Experience
Bank of America May 2006 - Present
MassMutual Trust Company October 2003 - March 2006
Bay Path College September 2000 - April 2004
Education
Western New England College School of Law 2005 — 2009
Bay Path University 2001 — 2004
Bachelor of Science in Business and Advanced Legal Studies
Bank of America May 2006 - Present
MassMutual Trust Company October 2003 - March 2006
Bay Path College September 2000 - April 2004
Education
Western New England College School of Law 2005 — 2009
Bay Path University 2001 — 2004
Bachelor of Science in Business and Advanced Legal Studies
Valerie Morganson's MassMutual Trust Company Experience May 2004 - August 2004
Job Assistant Professor of Psychology at University of West Florida
Industry Management Consulting
Experience
University of West Florida August 2012 - Present
Old Dominion University August 2011 - December 2011
Old Dominion University January 2010 - April 2011
Access 2007 - 2011
ICF, International May 2009 - August 2009
City of Norfolk February 2007 - August 2007
Progressive Insurance January 2005 - June 2006
MassMutual Trust Company May 2004 - August 2004
University of Connecticut 2001 - 2004
Education
Old Dominion University 2006 — 2010
Ph.D., Industrial/Organizational Psychology
Old Dominion University 2006 — 2008
M.S., Psychology
University of Connecticut 2001 — 2004
B.A., Psychology and French
University of West Florida August 2012 - Present
Old Dominion University August 2011 - December 2011
Old Dominion University January 2010 - April 2011
Access 2007 - 2011
ICF, International May 2009 - August 2009
City of Norfolk February 2007 - August 2007
Progressive Insurance January 2005 - June 2006
MassMutual Trust Company May 2004 - August 2004
University of Connecticut 2001 - 2004
Education
Old Dominion University 2006 — 2010
Ph.D., Industrial/Organizational Psychology
Old Dominion University 2006 — 2008
M.S., Psychology
University of Connecticut 2001 — 2004
B.A., Psychology and French
Steven Essex, CFP®, CTFA's MassMutual Trust Company Experience 2003 - 2009
Job SVP Head of Trust Wealth Advisory Services
Industry Financial Services
Experience
Salisbury Bank and Trust Company - Wealth Advisory Services 2009 - Present
MassMutual Trust Company 2003 - 2009
Ridgefield Bank 2002 - 2003
Merrill Lynch Family Office Group 2000 - 2002
Connecticut National Bank/Shawmut/Fleet/FleetBoston 1992 - 2000
Skills
Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Advisory, Project Management, Tax, Investment Management, Asset Management, Asset Allocation, Financial Planning
Education
University of Connecticut 1987 — 1991
BA, Economics
Salisbury Bank and Trust Company - Wealth Advisory Services 2009 - Present
MassMutual Trust Company 2003 - 2009
Ridgefield Bank 2002 - 2003
Merrill Lynch Family Office Group 2000 - 2002
Connecticut National Bank/Shawmut/Fleet/FleetBoston 1992 - 2000
Skills
Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Advisory, Project Management, Tax, Investment Management, Asset Management, Asset Allocation, Financial Planning
Education
University of Connecticut 1987 — 1991
BA, Economics
Karen Brothers's MassMutual Trust Company Experience 1983 - 1995
Job Project Manager at Travelers
Industry Insurance
Experience
Travelers Project ManagerTravelers Insurance2005 - Present
CASE Partners, Inc. June 1995 - February 2005
MassMutual Trust Company 1983 - 1995
MassMutual Trust Company 1983 - 1995
Skills
SDLC, Visio, MS Project, SharePoint, Insurance, PMO, Project Delivery
Education
Springfield Technical Community College 1980 — 1982
Data Processing
Travelers Project ManagerTravelers Insurance2005 - Present
CASE Partners, Inc. June 1995 - February 2005
MassMutual Trust Company 1983 - 1995
MassMutual Trust Company 1983 - 1995
Skills
SDLC, Visio, MS Project, SharePoint, Insurance, PMO, Project Delivery
Education
Springfield Technical Community College 1980 — 1982
Data Processing
Lori Mahoney's MassMutual Trust Company Experience April 2003 - October 2005
Job Marketing Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
CIGNA April 2007 - Present
Phoenix Life Insurance Company 2006 - 2007
The Phoenix Companies 2005 - 2007
MassMutual Trust Company April 2003 - October 2005
CIGNA Retirement & Investment Services 1994 - 2000
Skills
401k, Account Management, Advertising, B2B, Copywriting, Corporate Communications, Cross-functional Team..., Disability Insurance, Email Marketing, Employee Benefits, Event Management, Event Planning, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Integrated Marketing, Internal Communications, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Communications, Marketing Strategy, Medicare, Mutual Funds, New Business Development, Process Improvement, Product Marketing, Project Management, Project Planning, Public Relations, Retirement, Sales, Salesforce.com, Segmentation, Series 6, Series 63, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Team Building, Vendor Management
Education
Fitchburg State University 1981 — 1985
BS, Communications
Donna Tapply's MassMutual Trust Company Experience March 2004 - June 2007
Job Administrative / Marketing Professional
Industry Financial Services
Experience
MassMutual June 2007 - March 2015
MassMutual Trust Company March 2004 - June 2007
Simon Container Machinery June 1979 - March 2003
Steel Heddle Co June 1974 - February 1978
Skills
Marketing, Insurance, Marketing Communications, Strategy, Marketing Strategy, Strategic Planning, Budgets, Email Marketing, Social Media Marketing, Market Research, Direct Marketing, Online Marketing, Integrated Marketing, Financial Services, Leadership, Advertising, Program Management, Management, Sales, Social Media, Event Planning, Public Relations, Market Planning, Process Improvement, Vendor Management, Business Analysis, Project Management, Life Insurance
Education
Western New England University 1990 — 2000
BSBA, Marketing
Holyoke Community College 1985 — 1990
Associates, Marketing
Massey-Vanier Regional 1969 — 1973
Business, Business / Marketing
MassMutual June 2007 - March 2015
MassMutual Trust Company March 2004 - June 2007
Simon Container Machinery June 1979 - March 2003
Steel Heddle Co June 1974 - February 1978
Skills
Marketing, Insurance, Marketing Communications, Strategy, Marketing Strategy, Strategic Planning, Budgets, Email Marketing, Social Media Marketing, Market Research, Direct Marketing, Online Marketing, Integrated Marketing, Financial Services, Leadership, Advertising, Program Management, Management, Sales, Social Media, Event Planning, Public Relations, Market Planning, Process Improvement, Vendor Management, Business Analysis, Project Management, Life Insurance
Education
Western New England University 1990 — 2000
BSBA, Marketing
Holyoke Community College 1985 — 1990
Associates, Marketing
Massey-Vanier Regional 1969 — 1973
Business, Business / Marketing
Garnette Sherry's MassMutual Trust Company Experience August 2015 - Present
Job Sales Support Specialist at MassMutual Trust Company
Industry Banking
Experience
MassMutual Trust Company August 2015 - Present
MassMutual Financial Group April 2015 - Present
Varsity Spirit December 2012 - April 2015
Varsity Spirit May 2009 - December 2012
Yankee Candle Company June 2007 - May 2009
The Yankee Candle Company, Inc. June 2007 - December 2008
Enterprise Rent-A-Car February 2006 - June 2007
Formally known as YellowBook July 2004 - June 2005
Nypro May 1999 - May 2001
Skills
Sales, Consumer Products, Merchandising, Retail, Cross-functional Team..., Fashion Design, Retail Sales, Retail Marketing, Project Management, Event Planning, Event Based Marketing, Corporate Events, Salesforce.com, Sales Presentations, Public Relations, Social Media Marketing, Corporate Blogging, Brand Management, Brand Development, New Business Development, Sales Management, Marketing
Education
Nichols College 1999 — 2003
BA, History with a Focus in Education / Minor Psychology
MassMutual Trust Company August 2015 - Present
MassMutual Financial Group April 2015 - Present
Varsity Spirit December 2012 - April 2015
Varsity Spirit May 2009 - December 2012
Yankee Candle Company June 2007 - May 2009
The Yankee Candle Company, Inc. June 2007 - December 2008
Enterprise Rent-A-Car February 2006 - June 2007
Formally known as YellowBook July 2004 - June 2005
Nypro May 1999 - May 2001
Skills
Sales, Consumer Products, Merchandising, Retail, Cross-functional Team..., Fashion Design, Retail Sales, Retail Marketing, Project Management, Event Planning, Event Based Marketing, Corporate Events, Salesforce.com, Sales Presentations, Public Relations, Social Media Marketing, Corporate Blogging, Brand Management, Brand Development, New Business Development, Sales Management, Marketing
Education
Nichols College 1999 — 2003
BA, History with a Focus in Education / Minor Psychology
Theodore Bernard's MassMutual Trust Company Experience September 1970 - November 1971
Job Real Estate Professional
Industry Real Estate
Experience
Unum November 1971 - September 1999
MassMutual Trust Company September 1970 - November 1971
Wheeler Real Estate August 1964 - September 1971
Skills
Investment Properties
Education
Boston College - Wallace E. Carroll Graduate School of Management 1968 — 1970
MBA, business
University of Massachusetts, Amherst 1958 — 1962
BS
Unum November 1971 - September 1999
MassMutual Trust Company September 1970 - November 1971
Wheeler Real Estate August 1964 - September 1971
Skills
Investment Properties
Education
Boston College - Wallace E. Carroll Graduate School of Management 1968 — 1970
MBA, business
University of Massachusetts, Amherst 1958 — 1962
BS
Nathan Hall, CPA's MassMutual Trust Company Experience May 2007 - May 2012
Job CFO at MML Investors Services LLC
Industry Accounting
Experience
MML Investors Services May 2012 - Present
MassMutual Trust Company May 2007 - May 2012
MassMutual Financial Group December 2002 - May 2012
Deloitte & Touche January 1998 - December 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, SAP, Sarbanes-Oxley, US GAAP, GAAP, Financial Accounting, Internal Audit, External Audit, Strategic Financial..., Managerial Finance, Financial Statements, General Ledger
Education
Brigham Young University 1996 — 1997
Masters of Accountancy, Accounting
Brigham Young University 1993 — 1997
BS, Accounting
MML Investors Services May 2012 - Present
MassMutual Trust Company May 2007 - May 2012
MassMutual Financial Group December 2002 - May 2012
Deloitte & Touche January 1998 - December 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, SAP, Sarbanes-Oxley, US GAAP, GAAP, Financial Accounting, Internal Audit, External Audit, Strategic Financial..., Managerial Finance, Financial Statements, General Ledger
Education
Brigham Young University 1996 — 1997
Masters of Accountancy, Accounting
Brigham Young University 1993 — 1997
BS, Accounting
Jenny Laurita's MassMutual Trust Company Experience April 2015 - Present
Job Trust Officer at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
Amit Kela's MassMutual Trust Company Experience December 2007 - June 2009
Job Sr. Quality Assurance Analyst at Fresenius Healthcare
Industry Information Technology and Services
Experience
Fresenius Medical Care March 2011 - Present
PatientKeeper March 2010 - February 2011
Lockheed Martin July 2009 - February 2010
MassMutual Trust Company December 2007 - June 2009
Skills
Quality Assurance, Healthcare, Quality Center, Agile, Testing, Test Planning, Visio, Scrum, JIRA, Agile Methodologies, Test Automation, SQL, Data Warehousing, Project Management, SDLC, QTP, Software Quality..., User Acceptance Testing, Test Cases, Manual Testing, Software Documentation, Requirements Analysis, Regression Testing, Requirements Gathering, Waterfall, System Testing, HP QTP
Education
University of New Haven 2005 — 2007
MBA, Finance.
Gujarat University
Information Technology
Fresenius Medical Care March 2011 - Present
PatientKeeper March 2010 - February 2011
Lockheed Martin July 2009 - February 2010
MassMutual Trust Company December 2007 - June 2009
Skills
Quality Assurance, Healthcare, Quality Center, Agile, Testing, Test Planning, Visio, Scrum, JIRA, Agile Methodologies, Test Automation, SQL, Data Warehousing, Project Management, SDLC, QTP, Software Quality..., User Acceptance Testing, Test Cases, Manual Testing, Software Documentation, Requirements Analysis, Regression Testing, Requirements Gathering, Waterfall, System Testing, HP QTP
Education
University of New Haven 2005 — 2007
MBA, Finance.
Gujarat University
Information Technology
Nicole Herbst, JD, CTFA's MassMutual Trust Company Experience October 2013 - Present
Job Trust Officer at MassMutual Trust Company in Enfield, CT
Industry Financial Services
Experience
MassMutual Trust Company October 2013 - Present
People's United Bank February 2012 - October 2013
Connecticut Community Foundation March 2010 - October 2010
Wachovia Bank December 2006 - May 2010
Wachovia Bank July 2002 - December 2006
Baker Boyer Bank 1997 - 2000
Skills
Trusts, Philanthropy, Asset Allocation, Estate Planning, Financial Planning, Asset Management, Portfolio Management, Compliance, Planned Giving, Banking, Wealth Management, Retirement Planning, Asset Managment, Strategy, Strategic Financial..., Financial Services, Mutual Funds, Financial Advisory, Investment Management, Due Diligence, Investments
Education
Gonzaga University School of Law 1991 — 1994
JD
Boston College
BA, Economics
Choate Rosemary Hall
Renbrook School 1975 — 1983
MassMutual Trust Company October 2013 - Present
People's United Bank February 2012 - October 2013
Connecticut Community Foundation March 2010 - October 2010
Wachovia Bank December 2006 - May 2010
Wachovia Bank July 2002 - December 2006
Baker Boyer Bank 1997 - 2000
Skills
Trusts, Philanthropy, Asset Allocation, Estate Planning, Financial Planning, Asset Management, Portfolio Management, Compliance, Planned Giving, Banking, Wealth Management, Retirement Planning, Asset Managment, Strategy, Strategic Financial..., Financial Services, Mutual Funds, Financial Advisory, Investment Management, Due Diligence, Investments
Education
Gonzaga University School of Law 1991 — 1994
JD
Boston College
BA, Economics
Choate Rosemary Hall
Renbrook School 1975 — 1983
Mary Hendricksen's MassMutual Trust Company Experience August 2006 - September 2009
Job Regulatory Consultant at Aetna Inc
Industry Financial Services
Experience
Aetna Inc November 2009 - Present
MassMutual Trust Company August 2006 - September 2009
MassMutual Life Insurance Company March 2002 - August 2006
MassMutual Life Insurance Company June 1998 - January 2002
Unicare Life and Health Insurance Company March 1996 - June 1998
Education
Bay Path University
Associate, Business Administration
Aetna Inc November 2009 - Present
MassMutual Trust Company August 2006 - September 2009
MassMutual Life Insurance Company March 2002 - August 2006
MassMutual Life Insurance Company June 1998 - January 2002
Unicare Life and Health Insurance Company March 1996 - June 1998
Education
Bay Path University
Associate, Business Administration
Elithea Mas's MassMutual Trust Company Experience December 2014 - Present
Job Chief Fiduciary Officer
Industry Financial Services
Experience
MassMutual Trust Company December 2014 - Present
US Trust March 2003 - November 2014
Education
The University of Connecticut School of Law 1997 — 2001
Doctor of Law (J.D.)
The University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), English
MassMutual Trust Company December 2014 - Present
US Trust March 2003 - November 2014
Education
The University of Connecticut School of Law 1997 — 2001
Doctor of Law (J.D.)
The University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), English
Julienne Dolan's MassMutual Trust Company Experience May 2005 - Present
Job Asst. Trust Officer at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company May 2005 - Present
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
MassMutual Trust Company May 2005 - Present
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Biology, General