Christopher Puchalski

Financial Services Professional at The Buffalo Agency / Mass Mutual

Location
Buffalo/Niagara, New York Area
Industry
Financial Services

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Christopher Puchalski's Overview

Current
  • Financial Services Professional at Financial Services Professional at The Buffalo Agency / MassMutual
Past
  • Marketing Project Management at CJ Puchalski
  • Financial Operations and Analysis at M&T Securities
  • Manager at Buffalo Chophouse
  • Territory Manager at Reliant Pharmaceuticals
  • Project Manager / Account Executive at Wolf Group
  • Territory Manager at Graham Field Medical Products / Lumex
  • Market Research Specialist/Database Administrator at Customer Outsourcing Performance Center
Education
Connections

288 connections

Websites

Christopher Puchalski's Summary

I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual ia a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to participating policyholders ever year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement / 401(k) plan services, and fixed and variable annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
My analysis of your current financial situation may help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.

Specialties

Financial services, retirement and estate planning, concept development, strategies for families headed by same-sex couples, training, project coordination, and focus group facilitation. Training employees in aspects of quality service, mindfulness, anticipation and teamwork. Projects have included areas of consumer products, healthcare, financial and government services.

Christopher Puchalski's Experience

Privately Held; 51-200 employees; Financial Services industry

October 2009Present (5 years)

Currently setting up my practice in Financial Services with a fantastic company and knowledgeable group of seasoned professionals. Mass Mutual has been in business since 1851 - and its performance is second to none. I'm pleased to be able to provide my clients access to such a comprehensive financial services organization.

I specialize in kitchen-table conversations. Implementing a plan beyond that is entirely up to you.

I am licensed to sell insurance in: NY. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives

Marketing Project Management

CJ Puchalski

October 2007October 2009 (2 years 1 month)

Financial Operations and Analysis

M&T Securities

Public Company; 10,001+ employees; MTB; Financial Services industry

November 2008September 2009 (11 months)

A contract position which aided in the automation and elimination of a formerly labor-intensive operations process.

Manager

Buffalo Chophouse

January 2002September 2007 (5 years 9 months)

Territory Manager

Reliant Pharmaceuticals

Privately Held; 501-1000 employees; Pharmaceuticals industry

August 2000November 2002 (2 years 4 months)

Project Manager / Account Executive

Wolf Group

September 1998May 2000 (1 year 9 months)

Territory Manager

Graham Field Medical Products / Lumex

June 1997August 1999 (2 years 3 months)

Market Research Specialist/Database Administrator

Customer Outsourcing Performance Center

April 1996May 1997 (1 year 2 months)

Christopher Puchalski's Skills & Expertise

  1. Social Networking
  2. Employee Relations
  3. Process Scheduler
  4. Product Management
  5. Strategic Leadership
  6. Leadership
  7. Training
  8. Account Management
  9. Management
  10. Analysis
  11. Market Research
  12. Team Building
  13. Marketing
  14. Employee Training
  15. Leadership Development
  16. Project Management
  17. Strategy
  18. Sales
  19. Employee Benefits
  20. Retirement
  21. Access
  22. Estate Planning
  23. Long Term Care Insurance
  24. Disability Insurance
  25. Nonprofits
  26. Life Insurance
  27. Sales Operations
  28. Variable Annuities
  29. Finance
  30. Budgets
  31. Insurance
  32. Fixed Annuities
  33. Banking

View All (33) Skills View Fewer Skills

Christopher Puchalski's Education

State University of New York at Buffalo

EMBA, Business Administration

2013

Christopher Puchalski's Additional Information

Websites:
Interests:

marketing trends, health delivery systems, corporate strategies, cultural and nonprofit organizations, project management, expatriate work, client services, leadership development, business continuity, architecture, certified sommelier, road cyclist, runner

Groups and Associations:
Honors and Awards:

Eagle Scout
Political committee work for 4 terms
Executive MBA

Contact Christopher for:

  • career opportunities
  • consulting offers
  • reference requests

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