Strategic Advisor — JD, CLU®, ChFC®
As part of MassMutual’s Advanced Markets organization, Bob supports case activity and produces premium results through his work with agencies and agents. He does this through a combination of technical training, case consultations and client meetings. Bob has a great ability to simplify complex estate planning and business owner concerns, and to explain their application to the current situation. Bob listens intently, and asks questions to understand the client’s goals and objectives before he begins to explain options.
Bob joined MassMutual in July, 2016. Prior to that, Bob worked in a similar capacity at MetLife Premier Client Group. He previously managed the fee-based Financial Planning unit at CIGNA Individual Insurance and established the deferred compensation area for CIGNA Retirement & Investment Services. He has served in senior marketing and sales positions at Covenant Life, Connecticut National Life and Life of Virginia.
Bob is a graduate of the University of North Carolina at Chapel Hill, with degrees in Latin (cum laude) and English (cum laude). He is also a graduate of the University Of Connecticut School.