MML Investors Services
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MML Investors Services Employees
HFM Investment Advisors, Inc. January 2006 - Present
Gloucester County Chamber of Commerce May 2013 - Present
Washington Township Education Foundation March 2010 - Present
MML Investors Services 1989 - July 2014
Total Planning Management January 2000 - January 2006
Skills
Wealth Management, Coaching, Education, Financial Analysis, Leadership, Investment Advisory, Marketing, Strategic Financial..., Public Speaking, Customer Service, Business Development, Strategic Planning, Management, Financial Advisory, Wealth, Fundraising
Education
Rutgers, The State University of New Jersey-Camden 1984 — 1989
B.S. Finance, School of Business-Camden
The American College 1994 — 2004
Multiple
Great-West Financial Retirement Education CounselorGreat West Retirement ServicesNovember 2011 - June 2013
MassMutual Financial Group February 2010 - November 2011
MassMutual Financial Group February 2008 - October 2009
Capstone Financial Partners February 2005 - February 2008
MML Investors Services 1990 - 2005
Education
Central Michigan University
Bachelor of Education (B.Ed.), History
Coe Financial Services, Inc. June 1983 - Present
Cambridge Investment Research May 2003 - June 2013
Cambridge Investment Research Advisors May 2003 - June 2013
London Pacific Securities December 1997 - May 2003
MML Investors Services December 1982 - December 1997
Mass Mutual January 1981 - December 1997
First Securities Company of Kansas June 1979 - December 1980
Continental Illinois National Bank & Trust Co (now Bank of America). June 1971 - January 1978
Skills
Investment Advisory, Financial Planning, Asset Management, Retirement Planning, Securities, Financial Advisory, Financial Services, FINRA, Corporate Finance, Wealth Management, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Strategies, Series 63, 401k, Alternative Investments, Asset Allocation, Investments, Wealth, Investment Management, Uniform Combined State..., Portfolio Management
Education
The University of Chicago - Booth School of Business 1971 — 1974
Master of Business Administration (MBA), Accounting and Finance
Macalester College 1969 — 1971
BA, Economics, Political Science
Mackinac College 1967 — 1969
2 years, Liberal arts
MML Investors Services June 2014 - Present
MassMutual Financial Group September 2012 - Present
Allstate Financial June 2001 - September 2012
Wells Fargo January 1997 - June 2001
Skills
Retirement funding, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Investments, Retirement Planning, I offer total financial..., Finance
Education
National Association of Insurance and Financial Advisors 2013 — 2014
Leadership in Life Institute
The American College 1990 — 1993
Master of Science (MS), Financial Services
University of Iowa 1968 — 1972
Bachelor of Science (BS), Biology, General
MML Investors Services February 1977 - Present
uFinancialGroup February 1977 - Present
Skills
CLU, ChFC, Retirement Planning, Estate Planning, Annuities, Wealth Management, Long Term Care, Retirement, Insurance Planning, Disability Insurance, Insurance, Retirement Income..., Wealth Accumulation, Investments, Investment Advisory, Mutual Funds, 401k
Education
The American College 1984 — 1991
Masters of Science, Financial Planning and Services
Penn State University 1973 — 1976
Bachelor of Science
Far Rockaway High School 1969 — 1971
Diploma
Sun Life Communications ConsultantSun Life Financial2006 - Present
MML Investors Services March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company June 1995 - July 2000
Skills
Program Management, Business Process..., Editing, Financial Services, Copywriting, Creative Direction, Corporate Communications, Strategy, Retirement, Insurance, Marketing, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds
Education
University of Connecticut 1976 — 1981
BA, Political Science/Economics
MassMutual December 2012 - Present
MML Investors Services 2009 - December 2012
MML Investors Services, Inc February 2008 - September 2009
MML Investors Services, Inc March 2005 - February 2008
MML Investors Services November 2003 - March 2005
MML Investors Services June 2003 - November 2003
Education
Springfield College 1997 — 2001
BA, Business Management
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
MassMutual Financial Group January 1997 - Present
MML Investors Services January 1997 - Present
Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Asset Allocation, Life Insurance, Securities, Investment Advisory, Insurance, 401k, Disability Insurance, Financial Advisory
Education
George Mason University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
George Mason University 1969 — 1973
Bachelor of Business Administration (B.B.A.)
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Cambridge Investment Research November 2013 - Present
MML Investors Services 1996 - 2013
RAI / Katahdin Analytical 1991 - 1995
Laucks Testing Laboratories 1986 - 1990
Skills
Investments, Wealth Management, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Alternative Investments, Retirement Planning, Investment Management, Strategic Financial..., Hedge Funds, Securities, Bonds, Derivatives, Capital Markets, Financial Markets
Education
University of Arizona 1982 — 1985
Bachelor's Degree, Ecology and Evolutionary Biology
California State Polytechnic University-Pomona 1981 — 1982
University of Washington
Bitburg High School, Bitburg Germany 1980 — 1981
High School
SHAPE American High School, Mons, Belgium 1978 — 1979