Calvin Roberts
Agency Supervisory Officer At MassMutual Oregon
- Role
- Agency Supervisory Officer at MassMutual Oregon
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Calvin Roberts
Experienced Financial Planning Analyst with a focus on ESG investments. Skilled in Investment Advisory, College Funding Strategies, Holistic Financial Planning, Retirement Planning, and Financial Markets. Strong finance professional with a Bachelor’s Degree in Finance; and a Bachelor’s Degree in Business Administration focused on entrepreneurship, and International Business from Oregon State University.
Experience
Agency Supervisory Officer
Jan 2026 — Present
Education
Oregon State University
Bachelor’s Degree, Finance, General
2013 — 2017
St. Mary’s High School
High school diploma
2009 — 2013
Skills
- Retirement Planning
- College Funding Strategies
- Business Analysis
- Strategic Planning
- Investment Strategies
- Social Media
- Fundraising
- 401(K) Retirement Savings Plans
- Volunteering
- Nonprofits
- Investments
- Teamwork
- Financial Markets
- Inventory Management
- College Savings Plans
- Event Planning
- Leadership
- Team Building
- Customer Service
- Financial Planning
- Microsoft Office
- Investment Advisory
- Financial Risk
- Public Speaking
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