Mutual of America
Description
The Mutual of America Life Insurance Company, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City. Founded in 1945, it is ranked on the Forbes 500 list as the tenth-largest mutual life insurance company in the United States. Headquarters: New York City, New York, United States CEO: John R. Greed (1 Apr 2016–) Founded: 1945 Subsidiaries: Mutual of America Capital Management LLC, Type of business: Mutual organization
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Mutual of America Employees
Employee
Years
Job
Industry
Paul A. DeCouto Jr. CRPS® Paul A. DeCouto Jr. CRPS®'s Mutual of America Experience January 2012 - April 2013
Job Business Development Manager | Financial Reporting & Accounting Software Solutions
Industry Computer Software
Experience
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Derek Lew, CFP® Derek Lew, CFP®'s Mutual of America Experience July 2007 - Present
Job Participant Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2007 - Present
Ameriprise Financial Services, Inc. January 2004 - July 2007
DDB/OMD January 2001 - July 2003
KSL Media March 1999 - December 2000
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Securities, Equities, Insurance, Fixed Annuities, Variable Annuities, 401k, Pensions, IRAs, Wealth Management, Series 7, Retirement, Mutual Funds
Education
University of California, Davis 1994 — 1997
Bachelor's Degree, Speech Communication and Rhetoric, 3.2
University of California, Riverside 1992 — 1994
I transferred out of Riverside after my sophomore year, General Studies
Mutual of America July 2007 - Present
Ameriprise Financial Services, Inc. January 2004 - July 2007
DDB/OMD January 2001 - July 2003
KSL Media March 1999 - December 2000
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Securities, Equities, Insurance, Fixed Annuities, Variable Annuities, 401k, Pensions, IRAs, Wealth Management, Series 7, Retirement, Mutual Funds
Education
University of California, Davis 1994 — 1997
Bachelor's Degree, Speech Communication and Rhetoric, 3.2
University of California, Riverside 1992 — 1994
I transferred out of Riverside after my sophomore year, General Studies
Tyler Anderson Tyler Anderson's Mutual of America Experience September 2014 - Present
Job Associate Account Representative Field Consulting Services
Industry Financial Services
Experience
Mutual of America September 2014 - Present
National General Insurance September 2013 - May 2014
Regus October 2012 - September 2013
NSUI/Ethos August 2011 - October 2012
Farmers Insurance & Financial Services May 2005 - August 2011
Hertz January 1997 - May 2005
Skills
Sales Management, Strategic Planning, Business Strategy, Start-ups, Business, Leadership Development, Executive Sales..., Property & Casualty..., Life Insurance, Series 6, Series 63, Series 26, NASD Securities Licensed, Executive Management, Excess & Surplus Lines, LUTCF, CIC, RPLU, Shared Office Space, Executive Suites, Virtual Address, Coworking, Virtual Office, Business Center, Rent, Lease Options, Healthcare, Underwriting, Business Coaching, Team Leadership, P&L Management, Profit Maximization, Listening to customers, Liability, Marketing, Workers Compensation, Brokers, Professional Liability, Lead Generation, Management, Commercial Insurance, Insurance
Education
University of Phoenix 2005 — 2015
Bachelor's Degree
Whatcom Community College 1995 — 1997
High School Running Start Program
Mutual of America September 2014 - Present
National General Insurance September 2013 - May 2014
Regus October 2012 - September 2013
NSUI/Ethos August 2011 - October 2012
Farmers Insurance & Financial Services May 2005 - August 2011
Hertz January 1997 - May 2005
Skills
Sales Management, Strategic Planning, Business Strategy, Start-ups, Business, Leadership Development, Executive Sales..., Property & Casualty..., Life Insurance, Series 6, Series 63, Series 26, NASD Securities Licensed, Executive Management, Excess & Surplus Lines, LUTCF, CIC, RPLU, Shared Office Space, Executive Suites, Virtual Address, Coworking, Virtual Office, Business Center, Rent, Lease Options, Healthcare, Underwriting, Business Coaching, Team Leadership, P&L Management, Profit Maximization, Listening to customers, Liability, Marketing, Workers Compensation, Brokers, Professional Liability, Lead Generation, Management, Commercial Insurance, Insurance
Education
University of Phoenix 2005 — 2015
Bachelor's Degree
Whatcom Community College 1995 — 1997
High School Running Start Program
Kimberly Tibbitts Kimberly Tibbitts's Mutual of America Experience January 2007 - March 2007
Job Marketing Associate at Broadmark Asset Management
Industry Financial Services
Experience
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Bill Cannon, AIF®, ARPC Bill Cannon, AIF®, ARPC's Mutual of America Experience November 2002 - April 2007
Job Director of Retirement Plan Services at Glass Jacobson Investment Advisors I Helping Our Clients Secure Retirement
Industry Financial Services
Experience
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Sung Moo Cho Sung Moo Cho's Mutual of America Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Stephen Saladrigas CFP, ChFC Stephen Saladrigas CFP, ChFC's Mutual of America Experience April 2014 - Present
Job Vice PresidentRegional Financial Consultant at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Mutual of America April 2014 - Present
Fidelity Investments November 2009 - September 2013
Waddell & Reed January 2009 - November 2009
Wells Fargo Advisors January 2005 - January 2009
Wells Fargo Advisors 1997 - January 2005
Ameriprise Financial Services, Inc. 1991 - 1997
Skills
Financial Services, Series 7, Series 63, Series 65, Series 9 & 10, Leadership, Sales, Management, Financial Advisory, Mutual Funds, Strategic Partnerships, Capital Markets, Sales Operations, Asset Allocation, Retirement Planning, Recruiting, Team Leadership, Sales Motivation, Sales Management, Career Development..., Public Speaking, Inside Sales
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Political Science and Government
Jeremy Niss Jeremy Niss's Mutual of America Experience May 2005 - August 2005
Job Private Client Banker at J.P. Morgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA September 2011 - Present
JPMorgan Chase Bank, NA January 2010 - August 2011
JPMorgan Chase Bank, NA July 2007 - December 2009
Informa Research Services August 2006 - May 2007
Mutual of America May 2005 - August 2005
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Psychology
JPMorgan Chase Bank, NA September 2011 - Present
JPMorgan Chase Bank, NA January 2010 - August 2011
JPMorgan Chase Bank, NA July 2007 - December 2009
Informa Research Services August 2006 - May 2007
Mutual of America May 2005 - August 2005
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Psychology
Caroline Feeney Caroline Feeney's Mutual of America Experience June 1997 - June 2006
Job AVP, Global Product Management at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
Taryn Lubin Taryn Lubin's Mutual of America Experience March 2014 - Present
Job Vice President at Mutual of America
Industry Events Services
Experience
Mutual of America March 2014 - Present
Mutual of America February 2011 - Present
Mutual of America February 2007 - February 2011
Skills
Event Planning, Event Management, Corporate Events, Non-profits, Meeting Planning, Budgets, Email Marketing, Entertainment, Public Relations, Online Advertising, Customer Service, Marketing, Public Speaking, Social Media, Sponsorship, Volunteer Management, Social Networking, Trade Shows, Social Media Marketing, Community Outreach, Live Events, Nonprofits, Strategic Planning, Catering, Marketing Communications, Food & Beverage, Hospitality, Marketing Strategy, Corporate Communications
Education
University of Florida 1996 — 2000
Bachelor of Science (BS)
Mutual of America March 2014 - Present
Mutual of America February 2011 - Present
Mutual of America February 2007 - February 2011
Skills
Event Planning, Event Management, Corporate Events, Non-profits, Meeting Planning, Budgets, Email Marketing, Entertainment, Public Relations, Online Advertising, Customer Service, Marketing, Public Speaking, Social Media, Sponsorship, Volunteer Management, Social Networking, Trade Shows, Social Media Marketing, Community Outreach, Live Events, Nonprofits, Strategic Planning, Catering, Marketing Communications, Food & Beverage, Hospitality, Marketing Strategy, Corporate Communications
Education
University of Florida 1996 — 2000
Bachelor of Science (BS)
Jack Read's Mutual of America Experience December 1986 - March 1996
Job Vice President at Alliant Employee Benefits
Industry Insurance
Experience
Alliant Insurance Services November 1999 - Present
Mutual of America December 1986 - March 1996
Skills
Health Insurance, Disability Insurance, Brokers, Underwriting, Employee Benefits, Insurance, Long-term Care, Claim, Life Insurance, Commercial Insurance, Health Savings Accounts, Term Life Insurance, Affordable Care Act, Consumer Healthcare, Management, Benefits Administration, Strategic Planning
Education
University of Maryland College Park 1982 — 1986
Bachelor's degree
Alliant Insurance Services November 1999 - Present
Mutual of America December 1986 - March 1996
Skills
Health Insurance, Disability Insurance, Brokers, Underwriting, Employee Benefits, Insurance, Long-term Care, Claim, Life Insurance, Commercial Insurance, Health Savings Accounts, Term Life Insurance, Affordable Care Act, Consumer Healthcare, Management, Benefits Administration, Strategic Planning
Education
University of Maryland College Park 1982 — 1986
Bachelor's degree
Kathryn Langridge Kathryn Langridge's Mutual of America Experience January 2006 - May 2007
Job Senior Broker Dealer Consultant at Regulatory Compliance, LLC
Industry Investment Management
Experience
Regulatory Compliance, LLC October 2008 - Present
Regulatory Compliance, LLC October 2008 - August 2012
Mutual of America January 2006 - May 2007
Skills
Mutual Funds, Series 7, Management, Investments, Customer Service, Strategic Planning, Marketing, Financial Services, Event Planning, Sales, Securities, Social Media, Leadership, Series 63, Microsoft Office, Portfolio Management, Insurance
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Marketing
Regulatory Compliance, LLC October 2008 - Present
Regulatory Compliance, LLC October 2008 - August 2012
Mutual of America January 2006 - May 2007
Skills
Mutual Funds, Series 7, Management, Investments, Customer Service, Strategic Planning, Marketing, Financial Services, Event Planning, Sales, Securities, Social Media, Leadership, Series 63, Microsoft Office, Portfolio Management, Insurance
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Marketing
Bruce Pullen Bruce Pullen's Mutual of America Experience 1986 - 1999
Job Regional Director Franchise & Branch Development, Advise & Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Ronnie Caldwell Ronnie Caldwell's Mutual of America Experience May 2004 - December 2009
Job AR / AP Clerk at Maesa
Industry Financial Services
Experience
Maesa March 2014 - Present
NYU Langone Medical Center March 2013 - January 2014
Premiere Contracting March 2010 - February 2012
Mutual of America May 2004 - December 2009
Skills
Microsoft Office, PeopleSoft, OnBase, Highly detail oriented, Organizational..., Accounts Payable, Accounts Receivable
Education
University of Phoenix
Bachelor's degree, Accounting and Business/Management
Maesa March 2014 - Present
NYU Langone Medical Center March 2013 - January 2014
Premiere Contracting March 2010 - February 2012
Mutual of America May 2004 - December 2009
Skills
Microsoft Office, PeopleSoft, OnBase, Highly detail oriented, Organizational..., Accounts Payable, Accounts Receivable
Education
University of Phoenix
Bachelor's degree, Accounting and Business/Management
Hunter McAnallen Hunter McAnallen's Mutual of America Experience November 2014 - Present
Job Group Account Representative at Mutual of America
Industry Investment Management
Experience
Mutual of America November 2014 - Present
Strategic Wealth Advisors (A Meyer Group Company) January 2014 - November 2014
Meyer Group Companies March 2013 - November 2014
Skills
Presentation Development, Marketing Communications, Account Management, Health Insurance, Commercial Insurance, Insurance, Healthcare, Healthcare Management, Microsoft Excel, Recruiting, Training, Analysis, Customer Service, Management, Budgets, Time Management, Sales, Program Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's of Science in Business Administration, Marketing, 2012
Mutual of America November 2014 - Present
Strategic Wealth Advisors (A Meyer Group Company) January 2014 - November 2014
Meyer Group Companies March 2013 - November 2014
Skills
Presentation Development, Marketing Communications, Account Management, Health Insurance, Commercial Insurance, Insurance, Healthcare, Healthcare Management, Microsoft Excel, Recruiting, Training, Analysis, Customer Service, Management, Budgets, Time Management, Sales, Program Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's of Science in Business Administration, Marketing, 2012
Christopher Bailey, ChFC Christopher Bailey, ChFC's Mutual of America Experience May 2015 - Present
Job Executive Field Vice President, Eastern Region
Industry Financial Services
Experience
Mutual of America May 2015 - Present
Mutual of America February 2010 - May 2015
Mutual of America March 2005 - February 2010
Guardian Life Insurance 2004 - 2005
Putnam Investments 2001 - 2004
Skills
401k, Series 7, Investments, Retirement, Strategic Planning, Employee Benefits, Leadership, Nonprofits, Retirement Planning, Insurance, Mutual Funds, Series 63, Pensions, Fixed Annuities
Education
University of Rhode Island 1997 — 2001
Mutual of America May 2015 - Present
Mutual of America February 2010 - May 2015
Mutual of America March 2005 - February 2010
Guardian Life Insurance 2004 - 2005
Putnam Investments 2001 - 2004
Skills
401k, Series 7, Investments, Retirement, Strategic Planning, Employee Benefits, Leadership, Nonprofits, Retirement Planning, Insurance, Mutual Funds, Series 63, Pensions, Fixed Annuities
Education
University of Rhode Island 1997 — 2001
Lonnie LeCompte's Mutual of America Experience January 1999 - June 2010
Job LeCompte Benefit Services, LLC
Industry Financial Services
Experience
LeCompte Benefit Services, LLC. July 2010 - Present
Mutual of America January 1999 - June 2010
MetLife October 1997 - January 1999
Skills
401k, Wealth Accumulation, Long-term Care, Life Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Group Health Insurance, Group Dental, Long-term Disability..., Financial Planners, 401k Rollovers, Investment Advisory
Education
University of New Orleans
LeCompte Benefit Services, LLC. July 2010 - Present
Mutual of America January 1999 - June 2010
MetLife October 1997 - January 1999
Skills
401k, Wealth Accumulation, Long-term Care, Life Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Group Health Insurance, Group Dental, Long-term Disability..., Financial Planners, 401k Rollovers, Investment Advisory
Education
University of New Orleans
Amy Christensen Amy Christensen's Mutual of America Experience July 1989 - March 2005
Job Director, Human Resources
Industry Human Resources
Experience
Mutual of Omaha March 2013 - Present
Mutual of Omaha March 2005 - March 2013
Mutual of America July 1989 - March 2005
Skills
Employee Relations, Change Management, Employee Engagement, Performance Management, Talent Acquisition, Teamwork, Microsoft Office, Policy, Recruiting, Employee Benefits, Succession Planning, Human Resources, Onboarding, Coaching, Leadership Development, Workforce Planning, Organizational..., PeopleSoft, Payroll, Deferred Compensation, Process Improvement, HRIS, Leadership, College Recruiting, Benefits Administration, Talent Management, HR Policies, Personnel Management, Employee Training, Interviews, FMLA, Hiring, New Hire Orientations, Labor Relations, Temporary Placement, Taleo, HR Consulting, Employment Law, Job Descriptions, Job Analysis, Applicant Tracking..., Compensation & Benefit, SPHR, Workers Compensation, Organizational Design, Background Checks, Organizational..., Executive Pay, Employer Branding, Job Fairs
Education
University of Nebraska-Lincoln 1982 — 1988
BA, MA, Psychology, Business
Mutual of Omaha March 2013 - Present
Mutual of Omaha March 2005 - March 2013
Mutual of America July 1989 - March 2005
Skills
Employee Relations, Change Management, Employee Engagement, Performance Management, Talent Acquisition, Teamwork, Microsoft Office, Policy, Recruiting, Employee Benefits, Succession Planning, Human Resources, Onboarding, Coaching, Leadership Development, Workforce Planning, Organizational..., PeopleSoft, Payroll, Deferred Compensation, Process Improvement, HRIS, Leadership, College Recruiting, Benefits Administration, Talent Management, HR Policies, Personnel Management, Employee Training, Interviews, FMLA, Hiring, New Hire Orientations, Labor Relations, Temporary Placement, Taleo, HR Consulting, Employment Law, Job Descriptions, Job Analysis, Applicant Tracking..., Compensation & Benefit, SPHR, Workers Compensation, Organizational Design, Background Checks, Organizational..., Executive Pay, Employer Branding, Job Fairs
Education
University of Nebraska-Lincoln 1982 — 1988
BA, MA, Psychology, Business
Ted Macejko III CRPS® Ted Macejko III CRPS®'s Mutual of America Experience 2006 - 2010
Job Financial Services and Product consultant
Industry Financial Services
Experience
an employer yet to be determined 2010 - Present
Mutual Of America 2006 - 2010
CUNA Mutual Group 2005 - 2006
US Bancorp Investments and Insurance 1998 - 2004
MetLife 1997 - 1998
Protective Life IPD 1993 - 1997
Education
University of Cincinnati 1980 — 1985
Bachelors, Economics, Finance minor
an employer yet to be determined 2010 - Present
Mutual Of America 2006 - 2010
CUNA Mutual Group 2005 - 2006
US Bancorp Investments and Insurance 1998 - 2004
MetLife 1997 - 1998
Protective Life IPD 1993 - 1997
Education
University of Cincinnati 1980 — 1985
Bachelors, Economics, Finance minor
Sandy Uram Sandy Uram's Mutual of America Experience 1988 - 2003
Job Senior Cruise Consultant at World Travel Holdings
Industry Leisure, Travel & Tourism
Experience
WTH, Inc 2004 - Present
Mutual of America 1988 - 2003
Electronic Data Systems (EDS) 1985 - 1988
Skills
Cruises, Leisure Travel, Tourism, Vacation, Travel Management, Leisure, Travel Planning, Business Travel, Tour Operators, Adventure Travel, Online Travel, Hotels, Resorts, Hotel Booking
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science (BS), Computer and Information Sciences, General
WTH, Inc 2004 - Present
Mutual of America 1988 - 2003
Electronic Data Systems (EDS) 1985 - 1988
Skills
Cruises, Leisure Travel, Tourism, Vacation, Travel Management, Leisure, Travel Planning, Business Travel, Tour Operators, Adventure Travel, Online Travel, Hotels, Resorts, Hotel Booking
Education
University of Pittsburgh 1981 — 1985
Bachelor of Science (BS), Computer and Information Sciences, General
Bonnie Birns, FSA, MAAA Bonnie Birns, FSA, MAAA's Mutual of America Experience January 1995 - June 1999
Job Finance & Risk Actuarial Consultant at Accenture
Industry Financial Services
Experience
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Mary Canning Mary Canning's Mutual of America Experience May 1998 - May 2005
Job Teacher at Pinellas County Schools
Industry Education Management
Experience
Pinellas County Schools September 2006 - Present
Mutual of America May 1998 - May 2005
Phoenix Investment Partners January 1981 - June 1997
Education
University of South Florida 2005 — 2007
Master of Arts (M.A.), Education
The University of Connecticut 1989 — 1991
Bachelor of Arts (B.A.), History & Literature
Pinellas County Schools September 2006 - Present
Mutual of America May 1998 - May 2005
Phoenix Investment Partners January 1981 - June 1997
Education
University of South Florida 2005 — 2007
Master of Arts (M.A.), Education
The University of Connecticut 1989 — 1991
Bachelor of Arts (B.A.), History & Literature
Richard Kowalski Richard Kowalski's Mutual of America Experience February 1991 - September 2010
Job Sr. Marketing Represenative at Logos Selecta
Industry Oil & Energy
Experience
Mutual of America February 1991 - September 2010
LDDS September 1988 - February 1991
CONTRAVES- GOERZ CORP November 1982 - September 1988
Eagle Family Discount September 1981 - October 1982
Concord -Liberty Savings and Loan September 1980 - September 1981
Skills
Renewable Energy, Negotiation, Program Management, Change Management, Marketing, Contract Negotiation, Strategic Planning, New Business Development, Project Management, Business Development, Analysis, Risk Management, Business Planning, Marketing Strategy, Business Strategy, Project Planning, Operations Management, Management Consulting, Strategy, Testing, Product Development, Sales Management
Education
ICM School of Business 1979 — 1980
Certificate, Computer Programming, Vendor/Product Certification
University of Pittsburgh 1975 — 1977
Bachelor of Arts (B.A.), Administration of Justice
Mutual of America February 1991 - September 2010
LDDS September 1988 - February 1991
CONTRAVES- GOERZ CORP November 1982 - September 1988
Eagle Family Discount September 1981 - October 1982
Concord -Liberty Savings and Loan September 1980 - September 1981
Skills
Renewable Energy, Negotiation, Program Management, Change Management, Marketing, Contract Negotiation, Strategic Planning, New Business Development, Project Management, Business Development, Analysis, Risk Management, Business Planning, Marketing Strategy, Business Strategy, Project Planning, Operations Management, Management Consulting, Strategy, Testing, Product Development, Sales Management
Education
ICM School of Business 1979 — 1980
Certificate, Computer Programming, Vendor/Product Certification
University of Pittsburgh 1975 — 1977
Bachelor of Arts (B.A.), Administration of Justice
Chris Minton's Mutual of America Experience December 2005 - July 2008
Job Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Frank Monzon, CRPS® & RPA's Mutual of America Experience July 2010 - Present
Job Individual and Company Retirement Plan Consulting
Industry Financial Services
Experience
Mutual of America July 2010 - Present
The Producers Group, Inc December 2008 - July 2010
MBI Hoist & Crane February 2008 - July 2010
OMNI BANK March 2001 - February 2008
First Bank and Trust September 1996 - March 2001
Metro Bank now First Bank and Trust February 1989 - September 1996
Skills
Team Building, Management, Strategic Planning, Budgets, Finance, Portfolio Management, Risk Management, Investments, Series 6, Retirement, CRM, Series 63, Retirement Planning, Mutual Funds, Financial Analysis, 401k, Fixed Annuities, Leadership, Employee Benefits, Defined Contribution, Variable Annuities, Pensions, IRAs, Customer Service, Securities, Asset Allocation, Coaching, Wealth Management, Financial Planning
Education
University of New Orleans 1987 — 1991
Bachelor of Science degree, Finance
Mutual of America July 2010 - Present
The Producers Group, Inc December 2008 - July 2010
MBI Hoist & Crane February 2008 - July 2010
OMNI BANK March 2001 - February 2008
First Bank and Trust September 1996 - March 2001
Metro Bank now First Bank and Trust February 1989 - September 1996
Skills
Team Building, Management, Strategic Planning, Budgets, Finance, Portfolio Management, Risk Management, Investments, Series 6, Retirement, CRM, Series 63, Retirement Planning, Mutual Funds, Financial Analysis, 401k, Fixed Annuities, Leadership, Employee Benefits, Defined Contribution, Variable Annuities, Pensions, IRAs, Customer Service, Securities, Asset Allocation, Coaching, Wealth Management, Financial Planning
Education
University of New Orleans 1987 — 1991
Bachelor of Science degree, Finance
Byron T. Deese Byron T. Deese's Mutual of America Experience August 2012 - Present
Job Group Retirement Plan Services for businesses and nonprofit organizations.
Industry Financial Services
Experience
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Kyle Medlin Kyle Medlin's Mutual of America Experience 2007 - Present
Job Second Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America 2007 - Present
BNY Mellon 2006 - 2007
Education
University of Rhode Island 2002 — 2006
B.S., Business Administration
Mutual of America 2007 - Present
BNY Mellon 2006 - 2007
Education
University of Rhode Island 2002 — 2006
B.S., Business Administration
Pamela Heller's Mutual of America Experience October 2010 - November 2012
Job Business Manager at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi May 2014 - Present
Grey Group April 2013 - May 2014
Publicis Kaplan Thaler May 2012 - March 2013
Mutual of America October 2010 - November 2012
The Breakers December 2009 - April 2011
Oerther Foods McDonald's January 2009 - April 2009
Interlachen Country Club May 2008 - November 2008
The Downtown Marriott September 2007 - April 2008
Action Products International January 2007 - May 2007
Skills
Market Research, Customer Satisfaction, Marketing, Account Management, Sales, Online Advertising, Budgets, New Business Development, Marketing Strategy, Email Marketing, Strategic Planning, Social Media, Management, Customer Service, Retail, Advertising, Social Media Marketing, Integrated Marketing, Event Planning, Strategy
Education
University of Central Florida 2005 — 2009
Bachelor of Science, Business Marketng
DigitasLBi May 2014 - Present
Grey Group April 2013 - May 2014
Publicis Kaplan Thaler May 2012 - March 2013
Mutual of America October 2010 - November 2012
The Breakers December 2009 - April 2011
Oerther Foods McDonald's January 2009 - April 2009
Interlachen Country Club May 2008 - November 2008
The Downtown Marriott September 2007 - April 2008
Action Products International January 2007 - May 2007
Skills
Market Research, Customer Satisfaction, Marketing, Account Management, Sales, Online Advertising, Budgets, New Business Development, Marketing Strategy, Email Marketing, Strategic Planning, Social Media, Management, Customer Service, Retail, Advertising, Social Media Marketing, Integrated Marketing, Event Planning, Strategy
Education
University of Central Florida 2005 — 2009
Bachelor of Science, Business Marketng
Jeffrey Gosselin's Mutual of America Experience August 2014 - Present
Job Sales Executive | Director, National Accounts | District Sales Manager | Top Ranked Performer
Industry Investment Management
Experience
Mutual of America August 2014 - Present
The Fortune Group November 2008 - August 2014
Sun Life Financial October 2006 - November 2008
Sun Life Financial October 2005 - October 2006
Sun Life Financial September 2004 - October 2005
Sun Life Financial September 2003 - September 2004
Skills
National Accounts..., Sales Channel..., Precious / Semi..., Investment Recovery, Procurement, Project Management, Contract Management, Contract Negotiation, Purchasing, Supply Chain Management, Sales Territory..., Brand Marketing, Brand Management, Wire & Cable, Sequoia System, Fusion Presentation, Variable Annuites, Fixed Annuities, RIOS, R2, Wealth Management, Mutual Funds, Retirement Income, Wealth Transfer, Siebel, FINRA Series 6, FINRA Series 63, Life, Hazard & Health, Sales, Series 63, Account Management, Sales Management, Sales Process, Leadership, Cold Calling, Retirement, Sales Operations, Business Development, Management, Lead Generation, Customer Retention, Investments, Insurance, Customer Service, Relationship Management, Finance, Financial Services, Series 6
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Arts (B.A.), Economics
Mutual of America August 2014 - Present
The Fortune Group November 2008 - August 2014
Sun Life Financial October 2006 - November 2008
Sun Life Financial October 2005 - October 2006
Sun Life Financial September 2004 - October 2005
Sun Life Financial September 2003 - September 2004
Skills
National Accounts..., Sales Channel..., Precious / Semi..., Investment Recovery, Procurement, Project Management, Contract Management, Contract Negotiation, Purchasing, Supply Chain Management, Sales Territory..., Brand Marketing, Brand Management, Wire & Cable, Sequoia System, Fusion Presentation, Variable Annuites, Fixed Annuities, RIOS, R2, Wealth Management, Mutual Funds, Retirement Income, Wealth Transfer, Siebel, FINRA Series 6, FINRA Series 63, Life, Hazard & Health, Sales, Series 63, Account Management, Sales Management, Sales Process, Leadership, Cold Calling, Retirement, Sales Operations, Business Development, Management, Lead Generation, Customer Retention, Investments, Insurance, Customer Service, Relationship Management, Finance, Financial Services, Series 6
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Arts (B.A.), Economics
Paul Brennan ChFC CLU Paul Brennan ChFC CLU's Mutual of America Experience January 1996 - Present
Job Retirement Consultant
Industry Financial Services
Experience
Mutual of America January 1996 - Present
Stamford Marketing Group May 1993 - December 1995
Prudential Financial September 1991 - April 1993
Skills
Retirement Planning, Individual Financial..., Teaching/mentoring, Leadership Development, Fixed Annuities, Investments, Retirement, 401k, Series 63, Mutual Funds, Financial Planners, Retirement Plan..., Pensions, Asset Allocation, Wealth Management, Series 6, Defined Benefit, Employee Benefits, ERISA
Education
University of Massachusetts at Lowell 1986 — 1988
BS, Finance and Marketing
University of California, Davis 1984 — 1986
Chemistry
Mutual of America January 1996 - Present
Stamford Marketing Group May 1993 - December 1995
Prudential Financial September 1991 - April 1993
Skills
Retirement Planning, Individual Financial..., Teaching/mentoring, Leadership Development, Fixed Annuities, Investments, Retirement, 401k, Series 63, Mutual Funds, Financial Planners, Retirement Plan..., Pensions, Asset Allocation, Wealth Management, Series 6, Defined Benefit, Employee Benefits, ERISA
Education
University of Massachusetts at Lowell 1986 — 1988
BS, Finance and Marketing
University of California, Davis 1984 — 1986
Chemistry
Mark LeSaffre Mark LeSaffre's Mutual of America Experience June 2009 - August 2009
Job Analyst at Elm Ridge Capital Management
Industry Financial Services
Experience
Elm Ridge Capital Management October 2010 - April 2012
Mutual of America June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance
Elm Ridge Capital Management October 2010 - April 2012
Mutual of America June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance
Elyssa Bray Elyssa Bray's Mutual of America Experience February 2005 - April 2009
Job Contract Recruiter
Industry Human Resources
Experience
Contract Recruiter for several organizations January 2013 - Present
dbray Media October 2012 - Present
Moving Interactive April 2010 - September 2011
Mutual of America February 2005 - April 2009
@radical.media 2003 - 2005
Cline Davis & Mann 2002 - 2003
Skills
Human Resources, Recruiting, Employee Relations, Training, Performance Management, Talent Acquisition, Interviews, Benefits Negotiation, Sourcing, Internet Recruiting, Program Management, New Hire Orientations, Coaching, Technical Recruiting, Applicant Tracking...
Education
School name: 1997 — 2001
Bachelor of Arts, Psychology
University of Maryland College Park 1997 — 2001
Bachelor of Arts (BA), Psychology
Study Abroad program, Florence, Italy
Contract Recruiter for several organizations January 2013 - Present
dbray Media October 2012 - Present
Moving Interactive April 2010 - September 2011
Mutual of America February 2005 - April 2009
@radical.media 2003 - 2005
Cline Davis & Mann 2002 - 2003
Skills
Human Resources, Recruiting, Employee Relations, Training, Performance Management, Talent Acquisition, Interviews, Benefits Negotiation, Sourcing, Internet Recruiting, Program Management, New Hire Orientations, Coaching, Technical Recruiting, Applicant Tracking...
Education
School name: 1997 — 2001
Bachelor of Arts, Psychology
University of Maryland College Park 1997 — 2001
Bachelor of Arts (BA), Psychology
Study Abroad program, Florence, Italy
Lisa Gamache, FLMI, ACS, CRPS Lisa Gamache, FLMI, ACS, CRPS's Mutual of America Experience February 2011 - Present
Job Assistant Service Manager at Mutual of America and Beachbody coach
Industry Financial Services
Experience
Independent Beachbody Coach July 2015 - Present
Mutual of America February 2011 - Present
AEGON Americas March 2008 - February 2011
Circuit City 2000 - 2006
Skills
Customer Service, Qualified Retirement..., Retirement Benefits, Microsoft Excel, CRPS, Complaint Resolution, Business Writing, Valadation Procedures, Data Analysis, Field Consulting..., Financial Services, Series 6, Time Management, Problem Solving, Microsoft Office, Insurance, Strategic Planning, Investments, Telephone Skills, Relationship Management, Research, Troubleshooting, Finance, Teamwork, Data Entry, Employee Training, Project Management
Education
Indian Rocks Christian
University of South Florida
Master's degree, Molecular Medicine
University of South Florida
Master's degree Molecular Medicine
Independent Beachbody Coach July 2015 - Present
Mutual of America February 2011 - Present
AEGON Americas March 2008 - February 2011
Circuit City 2000 - 2006
Skills
Customer Service, Qualified Retirement..., Retirement Benefits, Microsoft Excel, CRPS, Complaint Resolution, Business Writing, Valadation Procedures, Data Analysis, Field Consulting..., Financial Services, Series 6, Time Management, Problem Solving, Microsoft Office, Insurance, Strategic Planning, Investments, Telephone Skills, Relationship Management, Research, Troubleshooting, Finance, Teamwork, Data Entry, Employee Training, Project Management
Education
Indian Rocks Christian
University of South Florida
Master's degree, Molecular Medicine
University of South Florida
Master's degree Molecular Medicine
David Graver, AIF® David Graver, AIF®'s Mutual of America Experience August 2007 - October 2010
Job Relationship Manager, Henderson Brothers Retirement Plan Services
Industry Financial Services
Experience
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Clement Lau's Mutual of America Experience August 2008 - Present
Job Financial Analyst
Industry Financial Services
Experience
Mutual of America August 2008 - Present
HRS, Inc, Clark, NJ, August 2005 to August 2008 August 2005 - August 2008
Retirement System Group Inc August 2001 - June 2005
Education
University of California, Santa Barbara 1995 — 1999
BS, Applied Statistics
Mutual of America August 2008 - Present
HRS, Inc, Clark, NJ, August 2005 to August 2008 August 2005 - August 2008
Retirement System Group Inc August 2001 - June 2005
Education
University of California, Santa Barbara 1995 — 1999
BS, Applied Statistics
Kelly Brennan's Mutual of America Experience March 2007 - August 2009
Job
Industry Financial Services
Experience
The McTigue Financial Group, Northwestern Mutual September 2009 - December 2011
Mutual of America March 2007 - August 2009
Northwestern Mutual Financial Network July 2003 - March 2007
Education
University of Illinois at Urbana-Champaign
BA, Economics
The McTigue Financial Group, Northwestern Mutual September 2009 - December 2011
Mutual of America March 2007 - August 2009
Northwestern Mutual Financial Network July 2003 - March 2007
Education
University of Illinois at Urbana-Champaign
BA, Economics
Chris Festog's Mutual of America Experience March 2015 - Present
Job
Industry Insurance
Experience
Mutual of America March 2015 - Present
Mutual of America March 2012 - March 2015
Mutual of America April 2009 - February 2012
Heritage Union Life March 2008 - March 2009
VA Farm Bureau Mutual Insurance CompanyRi June 2005 - June 2007
Insurance Intelligence Resources January 2002 - June 2005
Renaissance Reinsurance US October 2000 - January 2002
Mutual of America Life Insurance January 1999 - October 2000
Zurich Global Energy January 1996 - January 1999
Arthur Andersen January 1994 - January 1996
Education
University of Colorado Boulder 1979 — 1983
BS, Accounting
University of Colorado Denver 1980 — 1982
BS, Accounting
Mutual of America March 2015 - Present
Mutual of America March 2012 - March 2015
Mutual of America April 2009 - February 2012
Heritage Union Life March 2008 - March 2009
VA Farm Bureau Mutual Insurance CompanyRi June 2005 - June 2007
Insurance Intelligence Resources January 2002 - June 2005
Renaissance Reinsurance US October 2000 - January 2002
Mutual of America Life Insurance January 1999 - October 2000
Zurich Global Energy January 1996 - January 1999
Arthur Andersen January 1994 - January 1996
Education
University of Colorado Boulder 1979 — 1983
BS, Accounting
University of Colorado Denver 1980 — 1982
BS, Accounting
Michael DeSteno's Mutual of America Experience April 2008 - February 2009
Job Sr. Strategic Account Manager at NeuStar, Inc.
Industry Information Technology and Services
Experience
NeuStar, Inc. December 2012 - Present
Nielsen November 2010 - December 2012
Nielsen August 2009 - November 2010
Mutual of America April 2008 - February 2009
Harris Interactive September 2007 - January 2008
Synovate July 2006 - September 2007
Synovate July 2004 - July 2006
Newport Grand May 2003 - July 2003
Skills
Report Writing, Qualitative Research, Client Service, Survey Development, Account Management, Market Research, Survey Research, Quantitative Research, Focus Groups, Ethnography, Qualitative Market..., Quantitative Analysis, Survey Design, Consumer Insights, Data Collection, Questionnaire Design, Customer Analysis, Segmentation, Customer Insight, Customer Service, Financial Services, Analytics, Marketing Strategy, Marketing, Competitive Intelligence, Consumer Behaviour, Competitive Analysis, Market Analysis
Education
University of Rhode Island 1999 — 2004
Bachelor of Science in Business Administration
University of Rhode Island - College of Business Administration 1999 — 2004
NeuStar, Inc. December 2012 - Present
Nielsen November 2010 - December 2012
Nielsen August 2009 - November 2010
Mutual of America April 2008 - February 2009
Harris Interactive September 2007 - January 2008
Synovate July 2006 - September 2007
Synovate July 2004 - July 2006
Newport Grand May 2003 - July 2003
Skills
Report Writing, Qualitative Research, Client Service, Survey Development, Account Management, Market Research, Survey Research, Quantitative Research, Focus Groups, Ethnography, Qualitative Market..., Quantitative Analysis, Survey Design, Consumer Insights, Data Collection, Questionnaire Design, Customer Analysis, Segmentation, Customer Insight, Customer Service, Financial Services, Analytics, Marketing Strategy, Marketing, Competitive Intelligence, Consumer Behaviour, Competitive Analysis, Market Analysis
Education
University of Rhode Island 1999 — 2004
Bachelor of Science in Business Administration
University of Rhode Island - College of Business Administration 1999 — 2004
Rafael Anglada, CRPS®'s Mutual of America Experience January 2010 - Present
Job Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2010 - Present
Mutual of America January 2010 - Present
John Hancock April 2008 - February 2010
Northwestern Mutual September 2006 - February 2008
Skills
401k, Leadership, Employee Benefits, Strategic Financial..., Retirement Planning, Sales, Finance, Mutual Funds, Retirement, Defined Benefit, Business Planning, Financial Planning
Education
University of Illinois at Chicago 2000 — 2006
Economics, Economics
St. Ignatius 1996 — 2000
Mutual of America January 2010 - Present
Mutual of America January 2010 - Present
John Hancock April 2008 - February 2010
Northwestern Mutual September 2006 - February 2008
Skills
401k, Leadership, Employee Benefits, Strategic Financial..., Retirement Planning, Sales, Finance, Mutual Funds, Retirement, Defined Benefit, Business Planning, Financial Planning
Education
University of Illinois at Chicago 2000 — 2006
Economics, Economics
St. Ignatius 1996 — 2000
Chris Gilmartin's Mutual of America Experience August 2001 - Present
Job Field Support Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2001 - Present
Education
University of Indianapolis 1995 — 2001
Mutual of America August 2001 - Present
Education
University of Indianapolis 1995 — 2001
Corey Boyer's Mutual of America Experience March 2007 - December 2010
Job Sales Representative at Reliance Standard
Industry Facilities Services
Experience
Reliance Standard December 2010 - Present
Mutual of America March 2007 - December 2010
JP Morgan Chase 2005 - 2007
Education
University of Missouri-Columbia 1998 — 2004
Reliance Standard December 2010 - Present
Mutual of America March 2007 - December 2010
JP Morgan Chase 2005 - 2007
Education
University of Missouri-Columbia 1998 — 2004
Brick Brickley's Mutual of America Experience 1994 - 1998
Job Managing Partner Benefit Fiduciary Group
Industry Financial Services
Experience
Benefit Fiduciary Group January 2011 - Present
USI Insurance Services July 2007 - January 2011
Benefit Trust Corporation April 1998 - June 2007
Mutual of America 1994 - 1998
Skills
ERISA, Employee Benefits, Retirement Planning, Insurance, 401k, Qualified Retirement..., Health Savings Accounts, Disability Insurance, Retirement, Defined Benefit, Life Insurance, Benefits Administration, Health Insurance, Retirement Plan..., Group Insurance, Profit Sharing
Education
University of North Carolina at Chapel Hill 1988 — 1992
Grimsley High School
Benefit Fiduciary Group January 2011 - Present
USI Insurance Services July 2007 - January 2011
Benefit Trust Corporation April 1998 - June 2007
Mutual of America 1994 - 1998
Skills
ERISA, Employee Benefits, Retirement Planning, Insurance, 401k, Qualified Retirement..., Health Savings Accounts, Disability Insurance, Retirement, Defined Benefit, Life Insurance, Benefits Administration, Health Insurance, Retirement Plan..., Group Insurance, Profit Sharing
Education
University of North Carolina at Chapel Hill 1988 — 1992
Grimsley High School
Shannon Moriarty, CRPS, ACS's Mutual of America Experience August 1997 - Present
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America August 1997 - Present
Skills
Series 63, 401k, Retirement Planning, Retirement, Defined Benefit, Mutual Funds, Retirement Plan..., Asset Allocation, ERISA, Series 6, IRAs, Pensions, Fixed Annuities, Investments, Employee Benefits, Insurance, Financial Services
Education
University of Montana 1992 — 1997
Bachelor of Arts (BA), History
Mutual of America August 1997 - Present
Skills
Series 63, 401k, Retirement Planning, Retirement, Defined Benefit, Mutual Funds, Retirement Plan..., Asset Allocation, ERISA, Series 6, IRAs, Pensions, Fixed Annuities, Investments, Employee Benefits, Insurance, Financial Services
Education
University of Montana 1992 — 1997
Bachelor of Arts (BA), History
Ralph Salzman's Mutual of America Experience January 2007 - Present
Job Associate Sr. Internet Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2007 - Present
Harris Corporation October 2004 - January 2007
Harris Corporation May 2000 - October 2004
Skills
ASP.NET, Visual Basic, ASP, .NET, Microsoft SQL Server, C#, Systems Analysis, SDLC, Visio
Education
University of Central Florida - College of Business Administration 1996 — 2000
Bachelor of Science in Business Administration, Management Information Systems, General
Mutual of America January 2007 - Present
Harris Corporation October 2004 - January 2007
Harris Corporation May 2000 - October 2004
Skills
ASP.NET, Visual Basic, ASP, .NET, Microsoft SQL Server, C#, Systems Analysis, SDLC, Visio
Education
University of Central Florida - College of Business Administration 1996 — 2000
Bachelor of Science in Business Administration, Management Information Systems, General
Marissa Mark's Mutual of America Experience January 2007 - Present
Job Senior Conversion Analyst at Mutual of America
Industry Real Estate
Experience
Mutual of America January 2007 - Present
Education
University at Albany, SUNY 2000 — 2004
Mutual of America January 2007 - Present
Education
University at Albany, SUNY 2000 — 2004
Amy Henry's Mutual of America Experience April 2015 - Present
Job Rollover Specialist
Industry Investment Management
Experience
Mutual of America April 2015 - Present
Spartan Promotional Group January 2001 - Present
HealthPartners HQ September 2014 - January 2015
AXA Advisors, LLC November 2013 - August 2014
McGough & Associates, Inc. September 2008 - November 2013
Paper Warehouse January 2001 - January 2002
Skills
Strategic Financial..., Retirement Planning, Investment Management, Asset Protection..., Working with Small &..., College Savings Plans, Tax Savings Strategies, Hold Series 7, Hold Series 66, MN Life Insurance..., Comprehensive Wealth..., Annuities, Alternative Investments, Workers Compensation, 401k Rollovers, Account Management, Customer Service, Human Resources
Education
University of Minnesota-Duluth 1983 — 1988
Bachelor of Arts (B.A.), Political Science
Eden Prairie High School
Mutual of America April 2015 - Present
Spartan Promotional Group January 2001 - Present
HealthPartners HQ September 2014 - January 2015
AXA Advisors, LLC November 2013 - August 2014
McGough & Associates, Inc. September 2008 - November 2013
Paper Warehouse January 2001 - January 2002
Skills
Strategic Financial..., Retirement Planning, Investment Management, Asset Protection..., Working with Small &..., College Savings Plans, Tax Savings Strategies, Hold Series 7, Hold Series 66, MN Life Insurance..., Comprehensive Wealth..., Annuities, Alternative Investments, Workers Compensation, 401k Rollovers, Account Management, Customer Service, Human Resources
Education
University of Minnesota-Duluth 1983 — 1988
Bachelor of Arts (B.A.), Political Science
Eden Prairie High School
John C. Baer III, CRPS®'s Mutual of America Experience April 2004 - July 2007
Job Wealth Adviser, IAR
Industry Investment Management
Experience
Legacy Capital Partners July 2007 - Present
Mutual of America April 2004 - July 2007
T Rowe Price September 2001 - April 2004
Skills
Wealth Management, Finance, Retirement, Mutual Funds, Investments, Strategic Financial..., Fixed Annuities, IRAs, Securities, Estate Planning, 401k Rollovers, Life Insurance, Financial Planners, Series 6, Long-term Care, Series 7, Financial Markets, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Financial Advisory, Alternative Investments, Portfolio Management, Asset Management, Series 65, Financial Services, Variable Annuities, Business Planning, Retirement Plan..., High Net Worth..., Bonds, Retirement Planning, Roth IRA, Wealth Accumulation, Wealth, Wealth Management...
Education
University of Maryland Baltimore County 1995 — 1998
Loyola Blakefield 1989 — 1993
Legacy Capital Partners July 2007 - Present
Mutual of America April 2004 - July 2007
T Rowe Price September 2001 - April 2004
Skills
Wealth Management, Finance, Retirement, Mutual Funds, Investments, Strategic Financial..., Fixed Annuities, IRAs, Securities, Estate Planning, 401k Rollovers, Life Insurance, Financial Planners, Series 6, Long-term Care, Series 7, Financial Markets, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Financial Advisory, Alternative Investments, Portfolio Management, Asset Management, Series 65, Financial Services, Variable Annuities, Business Planning, Retirement Plan..., High Net Worth..., Bonds, Retirement Planning, Roth IRA, Wealth Accumulation, Wealth, Wealth Management...
Education
University of Maryland Baltimore County 1995 — 1998
Loyola Blakefield 1989 — 1993
Stuart Dekker's Mutual of America Experience February 1994 - June 2000
Job AVP, Trust Officer at Peoples Bank
Industry Financial Services
Experience
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chuck Bagley CRPS, CLU, CASAL, CHFC , FLMI, RPA's Mutual of America Experience January 2006 - Present
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2006 - Present
Mutual of America January 2003 - January 2006
Pan-American Life Insurance Company 1990 - 1994
Skills
Fixed Annuities, Pensions, Mutual Funds, Asset Allocation, Wealth Management, Investments, Defined Contribution, Qualified Retirement..., Strategic Financial..., 401k, Defined Benefit, Deferred Compensation, 403b, 457, Retirement Planning, Series 63, Series 6, Retirement, Employee Benefits, Insurance, Management, IRAs, Financial Services, 401k/403b, defined benefit plans, mutual funds, fixed annuities, variable annuities
Education
University of Northern Iowa 1978 — 1982
BA, Business Administration
Mutual of America January 2006 - Present
Mutual of America January 2003 - January 2006
Pan-American Life Insurance Company 1990 - 1994
Skills
Fixed Annuities, Pensions, Mutual Funds, Asset Allocation, Wealth Management, Investments, Defined Contribution, Qualified Retirement..., Strategic Financial..., 401k, Defined Benefit, Deferred Compensation, 403b, 457, Retirement Planning, Series 63, Series 6, Retirement, Employee Benefits, Insurance, Management, IRAs, Financial Services, 401k/403b, defined benefit plans, mutual funds, fixed annuities, variable annuities
Education
University of Northern Iowa 1978 — 1982
BA, Business Administration
Eric Zivitz's Mutual of America Experience November 1999 - September 2000
Job Actuarial Consultant / Senior Tax Accountant MetLife
Industry Insurance
Experience
MetLife July 2011 - Present
MetLife September 2004 - July 2011
Prudential, Financial Management May 2003 - September 2004
Morgan Stanley April 2001 - September 2002
Mutual of America November 1999 - September 2000
Mutual of America August 1990 - November 1999
Skills
Actuarial Science, Insurance, Finance, Investments, Life Insurance, Analysis, Portfolio Management, Corporate Finance, Retirement Planning, MoSes, Variable Annuities, Process Improvement
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science, Mathematics
MetLife July 2011 - Present
MetLife September 2004 - July 2011
Prudential, Financial Management May 2003 - September 2004
Morgan Stanley April 2001 - September 2002
Mutual of America November 1999 - September 2000
Mutual of America August 1990 - November 1999
Skills
Actuarial Science, Insurance, Finance, Investments, Life Insurance, Analysis, Portfolio Management, Corporate Finance, Retirement Planning, MoSes, Variable Annuities, Process Improvement
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science, Mathematics
Jeffery Hutchens's Mutual of America Experience 1997 - 1999
Job Negotiator at FedEx Ground
Industry Package/Freight Delivery
Experience
FedEx Ground 2005 - Present
CBIZ 1999 - 2004
Mutual of America 1997 - 1999
Principal Financial Group 1982 - 1997
Skills
Management, Project Management, Strategic Planning, Leadership, Microsoft Office, Business Strategy, Customer Service, Change Management, Strategy, Microsoft Excel, Management Consulting
Education
University of Iowa
Business Bachelor's of Arts(BBA) Finance and Marketing, Double Major Finance and Marketing
FedEx Ground 2005 - Present
CBIZ 1999 - 2004
Mutual of America 1997 - 1999
Principal Financial Group 1982 - 1997
Skills
Management, Project Management, Strategic Planning, Leadership, Microsoft Office, Business Strategy, Customer Service, Change Management, Strategy, Microsoft Excel, Management Consulting
Education
University of Iowa
Business Bachelor's of Arts(BBA) Finance and Marketing, Double Major Finance and Marketing
Scott Ritchie, LUTCF's Mutual of America Experience November 2009 - May 2013
Job College of Staten Island
Industry Financial Services
Experience
Research Foundation of The City University of New York September 2015 - Present
ADP January 2014 - August 2015
Net Worth Management September 2013 - January 2014
Mutual of America November 2009 - May 2013
New York Life Insurance Company August 2004 - December 2009
Skills
Retirement Planning, 401k, SEP, Employee Benefits, IRA's, Annuities, Retirement, Roth IRA, Insurance, Series 6, Pensions, Benefits, Asset Allocation, Customer Relations, New Business Development, Investment Strategies, Securities, Defined Benefit, Annuity, Word, Excel, ERISA, Mutual Funds, Long Term Care, Series 63, Retirement Solutions, Deferred Compensation, Simple IRA, Retirement Savings, Benefits Communication, IRAs, Fixed Annuities, Financial Services, Life Insurance, Retirement Plan..., Qualified Retirement..., Long Term Care Insurance
Education
University of North Carolina at Wilmington 1989 — 1992
English
Research Foundation of The City University of New York September 2015 - Present
ADP January 2014 - August 2015
Net Worth Management September 2013 - January 2014
Mutual of America November 2009 - May 2013
New York Life Insurance Company August 2004 - December 2009
Skills
Retirement Planning, 401k, SEP, Employee Benefits, IRA's, Annuities, Retirement, Roth IRA, Insurance, Series 6, Pensions, Benefits, Asset Allocation, Customer Relations, New Business Development, Investment Strategies, Securities, Defined Benefit, Annuity, Word, Excel, ERISA, Mutual Funds, Long Term Care, Series 63, Retirement Solutions, Deferred Compensation, Simple IRA, Retirement Savings, Benefits Communication, IRAs, Fixed Annuities, Financial Services, Life Insurance, Retirement Plan..., Qualified Retirement..., Long Term Care Insurance
Education
University of North Carolina at Wilmington 1989 — 1992
English
Pauline Woodman's Mutual of America Experience January 1999 - January 2000
Job Attorney
Industry Financial Services
Experience
Milliman, Inc. October 2012 - Present
Pauline's Law April 2011 - September 2012
Intuit January 2012 - April 2012
Rite-line Tax Service, Inc. January 2011 - April 2011
Spectrum Pension Consultants, Inc. May 2008 - December 2010
Rite-line Tax Service, Inc. January 2008 - May 2008
Charles Schwab January 2000 - January 2004
Mutual of America January 1999 - January 2000
Skills
401k, Financial Planning, Tax, Pensions, Licensing, Legal Issues
Education
University of California, Davis - School of Law 2004 — 2007
JD, Law
University of California, Berkeley
BA, Political Economies
Milliman, Inc. October 2012 - Present
Pauline's Law April 2011 - September 2012
Intuit January 2012 - April 2012
Rite-line Tax Service, Inc. January 2011 - April 2011
Spectrum Pension Consultants, Inc. May 2008 - December 2010
Rite-line Tax Service, Inc. January 2008 - May 2008
Charles Schwab January 2000 - January 2004
Mutual of America January 1999 - January 2000
Skills
401k, Financial Planning, Tax, Pensions, Licensing, Legal Issues
Education
University of California, Davis - School of Law 2004 — 2007
JD, Law
University of California, Berkeley
BA, Political Economies
Brooks Ball's Mutual of America Experience June 1991 - Present
Job Associate Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America June 1991 - Present
Mark Twain Bank 1986 - 1991
Xerox 1984 - 1986
Skills
Retirement Plan..., Qualified Retirement..., 401k, Series 7, Qualifying Prospects, Retirement Planning, Series 63, Cold Calling, Account Management, Relationship Management, Retirement, Fixed Annuities
Education
University of Missouri-Saint Louis 1982 — 1983
Bachelor's degree, Marketing
University of Missouri-Columbia 1979 — 1981
Mutual of America June 1991 - Present
Mark Twain Bank 1986 - 1991
Xerox 1984 - 1986
Skills
Retirement Plan..., Qualified Retirement..., 401k, Series 7, Qualifying Prospects, Retirement Planning, Series 63, Cold Calling, Account Management, Relationship Management, Retirement, Fixed Annuities
Education
University of Missouri-Saint Louis 1982 — 1983
Bachelor's degree, Marketing
University of Missouri-Columbia 1979 — 1981
Len Egan's Mutual of America Experience November 1999 - Present
Job Vice President at MUTUAL OF AMERICA
Industry Financial Services
Experience
MUTUAL OF AMERICA November 1999 - Present
Prudential Financial November 1997 - November 1999
MM Financial Group/Financial Strategies September 1992 - October 1997
Prudential Insurance July 1985 - September 1992
Skills
Retirement Planning, Defined Benefit, Series 6, Mutual Funds, Retirement Plan..., 401k, Investments, Retirement, ERISA, IRAs, Series 7, Asset Allocation, Investment Advisory, Pensions, Series 63
Education
University of Connecticut 1983 — 1986
MFA, Acting
University of Massachusetts, Amherst 1979 — 1983
BA, Theatre
MUTUAL OF AMERICA November 1999 - Present
Prudential Financial November 1997 - November 1999
MM Financial Group/Financial Strategies September 1992 - October 1997
Prudential Insurance July 1985 - September 1992
Skills
Retirement Planning, Defined Benefit, Series 6, Mutual Funds, Retirement Plan..., 401k, Investments, Retirement, ERISA, IRAs, Series 7, Asset Allocation, Investment Advisory, Pensions, Series 63
Education
University of Connecticut 1983 — 1986
MFA, Acting
University of Massachusetts, Amherst 1979 — 1983
BA, Theatre
Seth Duhl's Mutual of America Experience January 2010 - February 2013
Job Retirement Plan Consultant at Paychex
Industry Financial Services
Experience
Paychex October 2014 - Present
Bethpage Federal Credit Union February 2013 - Present
Mutual of America January 2010 - February 2013
Mutual of America February 2007 - December 2009
Ameriprise Financial Services, Inc. January 2004 - February 2007
American Capital Partners July 2003 - December 2003
Skills
Series 7, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Retirement Plan..., 401k Rollovers, Fixed Income, Qualified Retirement..., Roth IRA, Equities, Defined Benefit, Asset Management, Financial Advisory, Financial Analysis, Employee Benefits, Fixed Annuities, Insurance, 401k, Investments, Retirement, Mutual Funds, Defined Contribution, ERISA, FINRA, Retirement Planning, Series 63
Education
University of Delaware 1999 — 2003
Bachelor's degree
Paychex October 2014 - Present
Bethpage Federal Credit Union February 2013 - Present
Mutual of America January 2010 - February 2013
Mutual of America February 2007 - December 2009
Ameriprise Financial Services, Inc. January 2004 - February 2007
American Capital Partners July 2003 - December 2003
Skills
Series 7, Life Insurance, IRAs, Investment Advisory, Investment Strategies, Retirement Plan..., 401k Rollovers, Fixed Income, Qualified Retirement..., Roth IRA, Equities, Defined Benefit, Asset Management, Financial Advisory, Financial Analysis, Employee Benefits, Fixed Annuities, Insurance, 401k, Investments, Retirement, Mutual Funds, Defined Contribution, ERISA, FINRA, Retirement Planning, Series 63
Education
University of Delaware 1999 — 2003
Bachelor's degree
Karen Olsen's Mutual of America Experience June 2010 - July 2011
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
Ascensus August 2011 - Present
Mutual of America June 2010 - July 2011
ADP October 2002 - January 2009
VALIC 2000 - 2002
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 6, Asset Allocation, Retirement Plan..., Employee Benefits, Investments, Insurance, Securities, Profit Sharing, Financial Services, IRAs, Financial Advisory, FINRA
Education
University of Louisville
B.A., Political Science
Ascensus August 2011 - Present
Mutual of America June 2010 - July 2011
ADP October 2002 - January 2009
VALIC 2000 - 2002
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 6, Asset Allocation, Retirement Plan..., Employee Benefits, Investments, Insurance, Securities, Profit Sharing, Financial Services, IRAs, Financial Advisory, FINRA
Education
University of Louisville
B.A., Political Science
Diana Harder's Mutual of America Experience September 2010 - Present
Job Senior Correspondent at Mutual of America
Industry Insurance
Experience
Mutual of America September 2010 - Present
Embassy Row/Rock Shrimp Productions October 2011 - February 2012
Mutual of America June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Java, Public Speaking, Teamwork, Windows
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Food and Agribusiness Marketing & Management
Mutual of America September 2010 - Present
Embassy Row/Rock Shrimp Productions October 2011 - February 2012
Mutual of America June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Java, Public Speaking, Teamwork, Windows
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Food and Agribusiness Marketing & Management
Judy Bershok's Mutual of America Experience September 2006 - October 2014
Job
Industry Financial Services
Experience
Mutual of America September 2006 - October 2014
MFS Investment Management August 2001 - August 2006
ScriptSave 2000 - 2001
ScriptSave 2000 - 2001
Skills
Customer Service, 401k, Microsoft Word, Research, Retirement, Employee Benefits, Time Management, Editing, Investments, Customer Relations, Team Building, Marketing Communications, Series 6, Nonprofits, Mutual Funds, Microsoft Office, Writing, Outlook, Teamwork, Non-profits, Employee Relations, Benefits Administration, Financial Services, Management, Payroll, Relationship Management
Education
University of Arizona 1997 — 2001
BA, Communication, Journalism, Media Arts
Mutual of America September 2006 - October 2014
MFS Investment Management August 2001 - August 2006
ScriptSave 2000 - 2001
ScriptSave 2000 - 2001
Skills
Customer Service, 401k, Microsoft Word, Research, Retirement, Employee Benefits, Time Management, Editing, Investments, Customer Relations, Team Building, Marketing Communications, Series 6, Nonprofits, Mutual Funds, Microsoft Office, Writing, Outlook, Teamwork, Non-profits, Employee Relations, Benefits Administration, Financial Services, Management, Payroll, Relationship Management
Education
University of Arizona 1997 — 2001
BA, Communication, Journalism, Media Arts
Janet Chin, PHR's Mutual of America Experience June 1998 - October 2000
Job Vice President, Human Resources at Mitsubishi UFJ Trust and Banking Corporation
Industry Banking
Experience
Mitsubishi UFJ Trust and Banking Corporation September 2013 - Present
Oversea-Chinese Banking Corporation (OCBC) January 2013 - September 2013
Dexia Credit Local August 2005 - December 2012
AIG October 2000 - August 2005
Mutual of America June 1998 - October 2000
Marcel Dekker, Inc. July 1996 - May 1998
Skills
Employee Benefits, Recruiting, Human Resources, Personnel Management, Onboarding, Talent Management, Talent Acquisition, HRIS, Performance Management, Employee Relations, HR Policies, Change Management, Risk Management, Vendor Management, Employee Training, Training, Applicant Tracking..., Benefits Administration, Management, Banking, College Recruiting, Leadership, Process Improvement, Succession Planning
Education
University at Buffalo
Bachelor of Science, Business Management
Mitsubishi UFJ Trust and Banking Corporation September 2013 - Present
Oversea-Chinese Banking Corporation (OCBC) January 2013 - September 2013
Dexia Credit Local August 2005 - December 2012
AIG October 2000 - August 2005
Mutual of America June 1998 - October 2000
Marcel Dekker, Inc. July 1996 - May 1998
Skills
Employee Benefits, Recruiting, Human Resources, Personnel Management, Onboarding, Talent Management, Talent Acquisition, HRIS, Performance Management, Employee Relations, HR Policies, Change Management, Risk Management, Vendor Management, Employee Training, Training, Applicant Tracking..., Benefits Administration, Management, Banking, College Recruiting, Leadership, Process Improvement, Succession Planning
Education
University at Buffalo
Bachelor of Science, Business Management
Audrey Ralko's Mutual of America Experience October 1989 - December 1992
Job Consultant at DST Health Solutions
Industry Human Resources
Experience
DST Health Solutions January 1996 - Present
SelectCare, Inc. January 1993 - December 1995
Mutual of America October 1989 - December 1992
Delta Dental of Michigan June 1977 - October 1989
Education
University of Detroit Mercy
Bachelor of Business Administration (BBA), Personnel Administration
DST Health Solutions January 1996 - Present
SelectCare, Inc. January 1993 - December 1995
Mutual of America October 1989 - December 1992
Delta Dental of Michigan June 1977 - October 1989
Education
University of Detroit Mercy
Bachelor of Business Administration (BBA), Personnel Administration
Corey Boyer's Mutual of America Experience July 2007 - December 2010
Job Member / Owner at Robinson Boyer Splicing, LLC
Industry Telecommunications
Experience
Robinson - Boyer Splicing, LLC July 2011 - Present
Mutual of America July 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement, Insurance, Management, Team Building, Recruiting, Negotiation, Sales, Sales Management, Contract Negotiation, Team Leadership, Account Management, Project Management, New Business Development, Program Management, Leadership, Project Planning, Process Improvement, Operations Management, Marketing, Business Development, Human Resources, Business Strategy
Education
University of Missouri-Columbia 1998 — 2004
Bachelor of Science (B.S.), Personal Financial Planning
Robinson - Boyer Splicing, LLC July 2011 - Present
Mutual of America July 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement, Insurance, Management, Team Building, Recruiting, Negotiation, Sales, Sales Management, Contract Negotiation, Team Leadership, Account Management, Project Management, New Business Development, Program Management, Leadership, Project Planning, Process Improvement, Operations Management, Marketing, Business Development, Human Resources, Business Strategy
Education
University of Missouri-Columbia 1998 — 2004
Bachelor of Science (B.S.), Personal Financial Planning
Donohue David's Mutual of America Experience
Job Vice President, Field Consulting Services at Mutual of America
Industry Financial Services
Experience
Mutual of America
Skills
Investments, Retirement Planning, Mutual Funds, Management, Strategy, Project Management, Leadership, Sales, Public Speaking, Marketing Strategy, Customer Service, Leadership Development, Coaching, Asset Allocation, Nonprofits, Fixed Income, Equities, Retirement, 401k, Securities, Financial Services
Education
University of Massachusetts, Amherst 1977 — 1979
University of Maine
Masters of Science, Economics
Mutual of America
Skills
Investments, Retirement Planning, Mutual Funds, Management, Strategy, Project Management, Leadership, Sales, Public Speaking, Marketing Strategy, Customer Service, Leadership Development, Coaching, Asset Allocation, Nonprofits, Fixed Income, Equities, Retirement, 401k, Securities, Financial Services
Education
University of Massachusetts, Amherst 1977 — 1979
University of Maine
Masters of Science, Economics
Forrest Pope's Mutual of America Experience September 1990 - June 1996
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial July 1996 - March 2013
Mutual of America September 1990 - June 1996
Skills
Microsoft Excel, PowerPoint, Access, VBA, Oracle, Microsoft Word, Hyperion Enterprise
Education
University of Nevada-Las Vegas 1987 — 1990
BSBA, Managerial Finance
Prudential Financial July 1996 - March 2013
Mutual of America September 1990 - June 1996
Skills
Microsoft Excel, PowerPoint, Access, VBA, Oracle, Microsoft Word, Hyperion Enterprise
Education
University of Nevada-Las Vegas 1987 — 1990
BSBA, Managerial Finance
Edward McManus's Mutual of America Experience July 2014 - Present
Job Assistant Manager at Mutual of America
Industry Insurance
Experience
Mutual of America July 2014 - Present
Mutual of America April 2012 - June 2014
Mutual of America January 2011 - April 2012
Mutual of America November 2009 - January 2011
Education
University of Rhode Island 2004 — 2008
Bachelor's degree, English Language and Literature, General
University of Newcastle 2007 — 2007
Mutual of America July 2014 - Present
Mutual of America April 2012 - June 2014
Mutual of America January 2011 - April 2012
Mutual of America November 2009 - January 2011
Education
University of Rhode Island 2004 — 2008
Bachelor's degree, English Language and Literature, General
University of Newcastle 2007 — 2007