Kathryn Wakefield
About Kathryn Wakefield
Kathryn Wakefield is the Director of Advanced Sales at Massmutual Financial Group in Springfield, Massachusetts, with a background in law and financial advising.
Current Role at Massmutual Financial Group
Kathryn Wakefield currently serves as the Director of Advanced Sales at Massmutual Financial Group. In this role, she is responsible for overseeing and directing the advanced sales functions, with a special focus on business planning and estate planning. Her work includes planning for non-traditional families and non-US citizens, as well as handling the transition of ownership and control of businesses. Kathryn has been with Massmutual Financial Group since 2008, occupying various roles over the years.
Previous Experience: Bulkley Richardson
Before her current role, Kathryn Wakefield worked at Bulkley Richardson as Counsel for 11 months from 2017 to 2018. Based in Springfield, Massachusetts, this position involved providing legal counsel and likely included responsibilities related to her legal background and expertise in advanced sales and planning.
Education and Legal Background
Kathryn Wakefield has a robust educational background in both law and financial services. She earned her Doctor of Jurisprudence from Western New England University School of Law, where she studied from 2004 to 2007. Additionally, she has a certificate from Cornell University in Legal Studies, specific studies from The American College of Financial Services, and a Bachelor's degree in Criminal Justice and Sociology from the University of Massachusetts Amherst.
Career Development at Massmutual Financial Group
Kathryn Wakefield has held multiple roles within Massmutual Financial Group, demonstrating significant career progression. Her roles have included Compliance Specialist (2008-2009), Senior Ilit Specialist at Massmutual Trust Company (2009-2010), Director - Estate and Business Planning (2010-2017), and her current role as Director of Advanced Sales. This extensive tenure illustrates her deepening expertise and growing responsibilities in the fields of estate and business planning.
Early Career: Financial Advisory
From 2001 to 2004, Kathryn Wakefield worked as a Financial Advisor at American Express Financial Advisors. In this role, she would have been responsible for providing financial advice to clients, helping them with investment strategies, and planning for their financial futures. This position laid the groundwork for her diverse career in financial services and advanced planning.