MassMutual
Kathryn Wakefield, JD, CLU, currently serves as the Director of Advanced Sales at MassMutual since August 2018, following a role as Counsel at Bulkley Richardson, where estate and business planning were primary focus areas. Kathryn previously held several positions at MassMutual, including Director of Estate and Business Planning, where responsibilities involved advising agents and brokers on insurance products, and Senior ILIT Specialist, overseeing the administration of Irrevocable Life Insurance Trusts. Additionally, Kathryn has experience as a Compliance Specialist at MassMutual and as a Financial Advisor at American Express Financial Advisors. Kathryn holds a JD from Western New England University School of Law, a CLU from The American College of Financial Services, and a BA in Sociology and Criminal Justice from the University of Massachusetts Amherst.
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