John Hancock
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John Hancock Employees
John Hancock 2000 - Present
Manulife Financial May 1995 - July 2000
Manulife Financial July 1992 - May 1995
Manulife Financial May 1989 - July 1992
Bank of Bermuda (now HSBC) October 1985 - March 1989
Bank of Scotland September 1982 - September 1985
Skills
Program Management, SDLC, PMP, PMO, Requirements Gathering, Requirements Analysis, Business Analysis, COBOL, Software Project..., Vendor Management, Business Requirements, Project Portfolio..., Siebel, Change Management, TrueComp, IBM MDM, IBM InfoSphere..., Avaya IP Telephony, Project Management
Education
The University of Edinburgh 1979 — 1982
B Sc., General Science
Estate and Business Planning Group January 2000 - Present
John Hancock 1993 - 1999
Education
The American College 1999 — 2001
CLU, Estate and Business Planning
Brewton Parker College 1991 — 1993
BS, Business Management
sphereinteractive.co July 2015 - Present
IntegralCIO January 2015 - Present
Raymond James June 2010 - January 2015
John Hancock January 2010 - June 2010
John Hancock August 2008 - January 2010
Skills
Retirement Planning, Investments, Finance, Securities, Financial Advisory, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Asset Allocation, Estate Planning, IRAs, 401k, Financial Planning
Education
University of Arkansas 2005 — 2008
BSBA, Finance
UC Berkeley August 2011 - May 2013
PolicyLink June 2012 - August 2012
John Hancock December 2008 - May 2011
State Farm Insurance June 2007 - December 2008
Skills
Bloomberg, Asset Allocation, Investments, Financial Modeling, Quantitative Analytics, Portfolio Management, Fixed Income, Financial Analysis, Capital Markets, Corporate Finance, Stata, Credit Analysis, Capital IQ, Investment Strategies, Data Analysis, Statistics, Policy Analysis, Econometrics, Valuation, Research, Public Policy
Education
University of California, Berkeley 2011 — 2013
Master of Public Policy
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Finance
George P. Johnson October 2013 - Present
Liberty Mutual Insurance November 2011 - October 2013
Echo Experiential Marketing January 2008 - November 2011
Carat Brand Experience June 2002 - January 2008
Carat 2002 - 2007
George P Johnson January 1999 - February 2001
John Hancock 1992 - 1996
Skills
Marketing Communications, Digital Strategy, Event Planning, Sports Marketing, Integrated Marketing, Direct Marketing, Marketing, Strategy, Content Development, Strategic Planning, Marketing Strategy, Relationship Marketing, Email Marketing, Strategic Partnerships, Lead Generation, Social Media, Brand Development, Business Strategy, Social Media Marketing, Advertising, Trade Shows, Digital Marketing
Education
Tufts University 1982 — 1985
BA, Economics
Hopkins Grammar School 1977 — 1981
Prep
U.S. Department of Justice May 2013 - March 2014
US Department of Health and Human Services January 2013 - March 2013
Leader Enterprises August 2012 - January 2013
American Modular Corporation 2005 - 2007
Blue Moon Private Equity 2003 - 2005
Sun America Securities 2000 - 2003
John Hancock 1998 - 2000
Skills
Web Development, Drupal, CSS, CMS, HTML, SEO, PHP, jQuery, Web Applications, MySQL, JavaScript, Web Design, Information Architecture, Joomla, HTML 5, Web Analytics, Open Source, Apache, Google Analytics, User Experience, Dreamweaver, User Interface Design, User Interface, Front-end
Education
Marlboro College Graduate School 2008 — 2010
MSIT, MS in Information Technology
Marlboro College Graduate School 2008 — 2010
MSM, MS in Management
University of San Diego Law School 1996 — 1996
Certificate, Law
University of Colorado Boulder 1993 — 1995
BA, Political Science
Loomis Chaffee
Ford Motor Company May 2009 - Present
Toyota Canada Inc June 2008 - May 2009
RBC Insurance April 2007 - April 2008
Toyota Canada Inc. February 2006 - May 2007
Manulife Financial September 2003 - May 2005
Canada Life October 1998 - September 2003
John Hancock January 1998 - September 1998
Canada Life September 1996 - December 1997
Skills
Business Analysis, Visio, SDLC, COBOL, Requirements Analysis, Integration, Microsoft SQL Server, DB2, User Acceptance Testing
Education
The London School of Economics and Political Science (LSE) 1976 — 1978
B.Sc, Computer Science
Hammersmith colledge 1975 — 1976
A Levels, Mathematics
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2012
JOHN HANCOCK September 2007 - December 2008
JOHN HANCOCK August 2005 - September 2007
JOHN HANCOCK / MANULIFE FINANCIAL January 2000 - August 2005
Manulife Financial July 1997 - January 2000
ELLIOTT AND PAGE MUTUAL FUNDS December 1996 - June 1997
Skills
Retirement Planning, Mutual Funds, Life Insurance, Training, Product Management, Recruiting, Management, Series 6, Marketing, Sales Operations, Fixed Annuities, Sales, Insurance, Business Planning, Relationship Management, Customer Service, Selling, Retirement, Financial Services, Investments, Financial Planning, Process Improvement
Education
The American College 2008 — 2009
Chartered Financial Consultant
The American College 2006 — 2007
Chartered Life Underwriter
Western University 1993 — 1997
Bachelor of Arts, Administrative and Commercial Studies (Financial and Economic Studies)
Dunbarton
J. Garza & Co. August 2001 - Present
Smith Barney August 1996 - August 2001
John Hancock January 1994 - August 1996
Skills
Retirement Planning &..., Strategic Financial..., Investments, 401k Rollovers, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Series 7, Estate Planning, IRAs, Asset Managment, Wealth, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Small Business, Financial Advisory, Securities, Risk Management, Business, Insurance, Employee Benefits, Tax, Real Estate, Asset Management, Business Planning, Financial Services, Finance
Education
Texas A&M University 1989 — 1993
BS, Economics w/minors in Mgmt/Finance
Roy Miller High School 1987 — 1991
Aetna January 2014 - Present
Aetna April 2006 - Present
HiRe Benefits August 2004 - April 2006
AmeriHealth Administrators January 1998 - July 2004
John Hancock 1983 - 1993
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Health Savings Accounts
Education
The University of Georgia 1979 — 1983
BBA - Management
Marist 1976 — 1979
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
EleMar New England May 2005 - Present
John Hancock January 2003 - June 2003
Skills
Customer Service, Microsoft Excel, Sales, Purchasing, Microsoft Word, Microsoft Office, Outlook, Process Improvement, Negotiation, Inventory Management, PowerPoint, Account Management, Pricing, Marketing, Project Management, Contract Negotiation, Budgets, Financial Analysis, Strategic Planning, Bridge Financing, Management, Selling, Forecasting
Education
The University of Connecticut 2003 — 2006
Bachelor of Economics
Allstate November 2012 - Present
Allstate April 2012 - November 2012
Securian Financial Group August 2006 - April 2012
Securian Financial Group November 2002 - August 2006
Prudential Financial August 2001 - November 2002
John Hancock August 1999 - August 2001
Business Planning Conepts, Inc. November 1993 - August 1999
Skills
Strategy, Life Insurance, Fixed Annuities, Insurance, Series 6, Series 63, Series 7, Financial Services, Variable Annuities, Series 24, Mutual Funds, Leadership, CRM, 401k, Sales Management, Retirement Planning, Financial Advisory, Executive Management, Retirement, Certified Financial..., Series 65, Annuities, Distribution Strategies, CLU, ChFC, Broker-Dealer, AEP, MSFS
Education
The American College 2001 — 2005
Master's Degree, Financial Services
University of North Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Finance
Marin County Estate Planning Council July 2015 - Present
M.G. Schlegel & Associates, Inc. April 2007 - Present
Marin County Estate Planning Council June 2014 - June 2015
Marin Young Professionals Network February 2012 - February 2015
Marin County Estate Planning Council July 2013 - June 2014
Marin NAIFA July 2010 - June 2011
National Association of Insurance & Financial Advisors July 2008 - June 2010
John Hancock March 2003 - February 2007
The Soule Domain Restaurant October 2001 - October 2002
Skills
Long Term Care, Estate Planning, Succession Planning, Insurance Planning, Disability Insurance, Insurance, Buy-Sell Planning, Long-term Care, Financial Planners, Small Business, Buy-sell Agreements, Wealth Management, Life Insurance, Financial Services, Long Term Care Insurance, Retirement, Fixed Annuities, 401k, Term Life Insurance, Mutual Funds, IRAs, Series 7, Retirement Planning, Financial Advisory, Investment Advisory, Financial Planning, Investments, Finance, Sales
Education
The American College 2003 — 2009
Chartered Life Underwriter, Chartered Life Underwriter, Chartered Financial Consultant
University of California, Berkeley 1996 — 2001
BA, American Studies
The Gunnery School 1994 — 1996
High School Diploma
San Marin High School 1992 — 1994
John Hancock October 2004 - Present
John Hancock October 2004 - Present
Prudential Financial June 2002 - September 2004
Skills
Insurance, Retirement Planning, Investments, Financial Analysis, 401k, Series 63, Series 7, Retirement, Business Development, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 24, Variable Annuities, Financial Services, Asset Allocation, Wealth Management, Relationship Management, Series 6
Education
University of Georgia - Terry College of Business 1993 — 1998
BBA, Risk Management /Insurance
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
Capital Coil & Air February 2015 - Present
The Hudson Institute June 2015 - Present
Feith Systems & Software, Inc. August 2012 - December 2014
John Hancock September 2009 - July 2012
The Hartford September 2006 - August 2009
Skills
Mutual Funds, Annuities, Insurance, Series 63, Series 7, Fixed Annuities, Salesforce.com, Retirement, Recruiting, Marketing, Financial Advisory, Sales, Business Development, Selling, Direct Sales, Sales Operations, B2B, Investments, Finance, Lead Generation, Sales Process, Management, New Business Development, Financial Services, Integration, Cold Calling, Solution Selling, CRM, Marketing Strategy, Account Management, Sales Management, Business Process, Strategic Planning, Strategy, Leadership, Strategic Partnerships, Employee Benefits, Customer Service, Management Consulting, SaaS, Business Strategy, Start-ups, Enterprise Software, Contract Negotiation, Social Media Marketing, Team Building, Business Analysis, Consulting, Vendor Management, Training
Education
University of London 2005 — 2006
Master's Degree, International Relations
Trinity College-Hartford 1999 — 2003
BA, History
Malvern Prep 1996 — 1999
High School Diploma
John Hancock Investments May 2014 - Present
John Hancock Investments June 2007 - May 2014
John Hancock August 2005 - May 2007
Skills
Series 6, Series 63, Series 65, CRPC, Mutual Funds, Asset Allocation, Retirement, Investments, Retirement Planning, 401k, Series 7, Separately Managed..., Wealth Management, Financial Services, Securities
Education
The University of Georgia 1999 — 2003
B.A., Economics
John Hancock August 2007 - Present
Aviva Life Insurance March 2002 - July 2007
John Hancock June 1998 - October 2000
Skills
Estate Planning, Retirement Planning, Insurance, Tax, Financial Planning, Fixed Annuities, Retirement, Mutual Funds, Wealth Management, Long-term Care, Series 6, Strategic Financial..., Employee Benefits, Financial Services, Life Insurance, Disability Insurance, Financial Planners, Investments
Education
Suffolk University Law School 2006 — 2010
JD
Forbes Consulting Group 2000 - Present
PMRG 2009 - 2011
John Hancock 1994 - 1999
Liberty Industries 1992 - 1993
Spectrum Associates 1991 - 1992
Beta One 1991 - 1992
Micromeasurements 1991 - 1992
Skills
FMCG, Market Research, Marketing Research, Segmentation, Quantitative Research, Competitive Intelligence, Qualitative Research, Consumer Behaviour, Focus Groups, Customer Insight, Brand Equity, Market Analysis, Product Development, Competitive Analysis, Analytics, Marketing Communications, Primary Research, Strategic Planning, Analysis, Brand Architecture, Consumer Insight, Survey Design, Advertising Research, Business Insights, SPSS, Positioning, Ethnography, Survey Research, Market Intelligence, Voice of the Customer, Predictive Analytics, Online Moderation, Online Research, Brand Loyalty, Data Analysis, Research Design, Strategy, Predictive Modeling, Quantitative Analytics, Questionnaire Design, Marketing Analytics, Statistics, B2B Marketing, Global Marketing, Product Innovation, Brand Management, Consumer Marketing, Market Planning, Strategic Consulting, Cognitive Neuroscience
Education
University of Connecticut 1990 — 1993
Ph.D., Social Psychology
University of Connecticut 1987 — 1990
M.A., Social Psychology
Amity High School 1981 — 1982
Lee High School 1978 — 1981
Ezra Academy 1970 — 1978
Russell Investments October 2014 - Present
OverNorth August 2012 - October 2014
Adelante Capital Management July 2010 - July 2012
Olschwanger Partners, LLC May 1998 - July 2010
Quadra Capital Partners 1995 - 1998
Providian Financial 1994 - 1995
John Hancock 1989 - 1994
Skills
Sales Management, Asset Management, Executive Search, Management Consulting, Business Strategy, Asset Managment, Executive Coaching, Building Relationships, Career Strategist, Sales Compensation, PA Announcing, Equities, Investments, Investment Management, Marketing, Portfolio Management, Business Development, Leadership, Management, Recruiting, Networking, Professional Mentoring, Venture Capital, Finance, Financial Services, Executive Management, Private Equity, Consulting, Investment Banking, Talent Management, Alternative Investments, Valuation, Corporate Development, Hedge Funds, Due Diligence, Investment Strategies, Asset Allocation, Financial Modeling, Mutual Funds, Investment Advisory, Financial Advisory, Investor Relations, Securities, Emerging Markets, Corporate Finance, Capital Markets, Equity Research, Fixed Income, Wealth Management, Series 7
Education
University of Pennsylvania - The Wharton School 1995 — 1995
AIMSE Investment Institute, Investments and Marketing
The University of Texas at Austin 1979 — 1983
BBA, Finance
Tax Time & Financial Services January 2005 - Present
John Hancock August 2008 - July 2010
UTSW Medical Center July 2003 - August 2007
Skills
Retirement Planning, Investments, Financial Planners, Portfolio Management, Fixed Income, Financial Analysis, Risk Management, Tax Preparation, 529 Plans, Fixed Annuities, IRAs, Retirement, Long Term Care Insurance, 401k Rollovers, Income Tax, College Savings Plans, Strategic Financial..., Small Business, Finance, Insurance, Mutual Funds
Education
The University of Texas at Arlington
The University of Dallas
Allstate December 2011 - Present
Sound Financial Strategies, LLC October 2006 - Present
Commonwealth Financial Group October 2006 - December 2011
MassMutual Financial Group October 2006 - December 2011
John Hancock November 1997 - September 2006
Skills
Strategic Financial..., Insurance Planning, Investments, Fixed Annuities, Retirement, Portfolio Management, Financial Services, Financial Planners, Small Business, IRAs, Disability Insurance, Risk Management, Retirement Planning, Mutual Funds, Long Term Care Insurance, 401k, Estate Planning, Finance, Securities, Term Life Insurance, Long-term Care, Life Insurance, Wealth Management, Series 7, Financial Planning
Education
The American College 2009 — 2010
ChFC, CLU, Financial Services
University of Massachusetts Dartmouth 1991 — 1995
Bachelor Of Science, Computer Information Systems
Regions Bank May 2008 - Present
Peoples Bank November 2006 - March 2008
BB&T December 1998 - November 2006
John Hancock 1998 - 1998
Education
University of Georgia - Terry College of Business 1995 — 1997
BS, Finance
Royal Alliance Associates INC August 2011 - Present
John Hancock 2007 - 2010
CitiStreet 2006 - 2007
MetLife 2000 - 2006
Skills
401k, Financial Planning, Small Business, Retirement, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Life Insurance, Health Insurance, Finance, Mutual Funds, Series 7, Wealth Management, Disability Insurance, Series 63, Investment Advisory, Asset Allocation, Financial Advisory, Estate Planning, 401k Rollovers, Securities, Investments, Financial Services, Long-term Care, Financial Planners, Qualified Retirement..., Series 6, IRAs, Pensions
Education
University of Colorado Denver 1997 — 2001
B.S, Business Management
Cherry Creek High School 1993 — 1997
TIAA-CREF October 2014 - Present
TIAA-CREF October 2011 - Present
Sun Life Financial December 2007 - October 2011
John Hancock 1990 - 2007
Skills
Marketing, Sales, Investments, Series 63, Leadership, Estate Planning, Talent Management, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Employee Benefits, Long-term Care, Insurance, Disability Insurance, Risk Management, 401k
Education
Tufts University 1986 — 1990
BS, Mathematics
John Hancock June 2005 - Present
Nationwide Financial February 2000 - May 2005
Education
The Ohio State University Fisher College of Business 1994 — 1999
BS in International Business, Business/Spanish
John Hancock December 2007 - May 2012
Manulife Financial/John Hancock 2005 - May 2012
John Hancock September 2006 - December 2007
John Hancock May 2005 - September 2006
IFMG 2001 - 2004
Skills
Mutual Funds, Financial Services, Marketing
Education
University at Albany, SUNY 1997 — 2001
EMPOWER Retirement February 2011 - Present
John Hancock April 1997 - February 2011
Skills
Retirement Plan..., Mutual Funds, 401k, Retirement, Retirement Planning, Series 63, Series 7, Investments, Asset Allocation, Wealth Management, Financial Services, Series 6, Fixed Annuities
Education
Towson University 1982 — 1986
bs, business
First Quadrant November 2012 - Present
Chrome River Technologies January 2012 - November 2012
Robert Half Technology February 2011 - January 2012
BeyondTrust (formerly Symark) March 2009 - December 2009
CA Inc. July 1999 - September 2008
Platinum Technology January 1997 - June 1999
Transamerica April 1995 - January 1997
Transamerica February 1992 - April 1995
Transamerica June 1985 - February 1992
John Hancock 1969 - 1985
Skills
Java, Unix, SQL, Agile Methodologies, Perl, Oracle, XML, Software Development, Microsoft SQL Server, Linux, C++, Scrum, Databases, .NET, SDLC, Core Java, Managing Offshore Teams, Java Enterprise Edition, Enterprise Software, MySQL, Integration, Software Design, JSP, Python, Solaris, DB2, JSF, JBuilder, AJAX, Project Management, MFC, NetBeans, Cross-functional Team..., Primefaces
Education
Trinity College-Hartford 1965 — 1969
B.S.
Hollywood Sierra Kitchens, Inc December 2004 - Present
WellPoint March 1997 - September 2007
John Hancock April 1990 - February 1997
DMC Coordinated Health Care, Inc. January 1985 - March 1990
Education
The George Washington University - School of Business 1982 — 1985
Master of Health Services Administration
University of Michigan 1978 — 1982
Bachelor of Arts
US Army January 2009 - Present
New York Life 2007 - December 2008
Lorain National Bank 2006 - 2007
FirstMerit Bank 2004 - 2006
National City Bank 1999 - 2004
Money Concepts 1993 - 1999
John Hancock 1990 - 1993
US Army March 1983 - March 1992
Education
The American College 1992 — 1996
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
Allstate Financial May 2007 - Present
Arkansas Benefit Enrollment Services, LLC August 2004 - Present
John Hancock 2004 - 2005
USAble Life June 2001 - August 2004
Lanier Worldwide March 1999 - June 2000
Skills
Health Insurance
Education
University of Arkansas at Little Rock 1992 — 1998
Bachelor of Business Administration, Marketing
Little Rock Catholic High
Arkansas Farm Bureau July 2011 - Present
John Hancock May 2008 - February 2012
Southern Farm Bureau November 1995 - April 2008
Skills
Long-term Care, Term Life Insurance, Estate Planning, ChFC, Life Insurance, Insurance, Long Term Care Insurance, Health Insurance, Fixed Annuities, Public Speaking, CLU
Education
University of Louisiana at Monroe 1990 — 1993
BBA, Insurance, Real Estate, Economics
Enservio June 2014 - Present
Deloitte June 2011 - June 2014
Sustainable Sudbury January 2007 - July 2013
Northeast Oracle Users Group 1990 - 2013
Sudbury Swim & Tennis January 2008 - January 2012
Dow Jones June 2008 - May 2011
Ugroo Web Hosting (ugroo.com) January 2004 - December 2010
Generate, Inc June 2008 - January 2009
John Hancock December 2007 - June 2008
Hop Brook Consulting July 2007 - June 2008
Skills
Business Intelligence, Microsoft SQL Server, Web Hosting, Data Warehousing, Oracle, PL/SQL, Databases, JavaScript, PHP, MySQL, T-SQL, Relational Databases, Database Design, SSIS, SQL, Business Analysis, HTML, Visio, Agile Methodologies, ETL, Data Modeling, Software Development, CSS, Access, XML, Unix, Crystal Reports, Requirements Analysis
Education
University of Hartford 1982 — 1986
Bachelor of Science (BS)
University of Vermont 1979 — 1985
John Hancock November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2012
Skills
Actuarial Science, Variable Annuities, Life Insurance, Hedging, Microsoft Excel, Insurance, Financial Analysis, Investments, Data Analysis, Risk Management, VBA, Fixed Annuities, Financial Risk, Financial Modeling, Analysis, Financial Services, Retirement
Education
Tufts University 2007 — 2010
Bachelor of Arts
Club La Maison Health & Fitness Complex// Upper Main Line Y February 2004 - Present
'Self-Employed' 1990 - 1998
John Hancock 1983 - 1989
Skills
Weight Loss Coaching, muscle definition, Personal Training, Fitness, Nutrition, Circuit Training, Weight Management, Group Training, Plyometrics, Nutrition Education, Cpr Certified, Strength Training, Dance: Israeli, Latin,..., Dance, Fitness Training, Functional Training, Core Strength, Cardio, Strength & Conditioning, Injury Prevention, Fitness Instruction, Nutritional Counseling, Operant Conditioning, Weight Training, Fitness Consulting, CPR Certified
Education
Temple University 1976 — 1980
Bachelor of Arts (B.A.), Communication and Media Studies
Carey Financial December 2011 - Present
john hancock January 2005 - November 2011
John Hancock/Wood Logan January 2005 - November 2011
Skills
Sales, Insurance, Financial Services, Investments, Retirement Planning, Series 7, Series 63, Retirement, Wealth Management, Asset Allocation, Finance
Education
The University of Connecticut
Bachelor's degree, Marketing and Business
Goldman Sachs January 2012 - Present
John Hancock June 2010 - January 2012
Skills
Series 7, Equities, Series 63, Mutual Funds, Investments, 401k, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Finance, Fixed Income, Portfolio Management, Securities, Wealth Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor, Business Administration, Marketing, Communication, Public Relations
Seaside Paperie April 2013 - Present
Oh Buoy Boston March 2013 - Present
America's Test Kitchen January 2012 - Present
Lindsey Timko Design 2008 - Present
America's Test Kitchen September 2008 - December 2011
John Hancock August 2008 - September 2008
The Phoenix Media and Communications Group May 2007 - August 2007
Analog Devices May 2006 - August 2006
Skills
InDesign
Education
Andover High School 2004 — 2008
Syracuse University 2004 — 2008
B.S., Graphic Arts, Advertising, Psychology
Reliance Bank June 2014 - Present
Reliance Bank August 2011 - June 2014
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank October 2009 - August 2011
Control Point Solutions June 2008 - October 2009
John Hancock June 2007 - May 2008
Skills
Banking, Sales, Management, Loans, Customer Service, Credit, Sales Management, Training, Consumer Lending, Branch Management, Retail Banking, Coaching, Banking Relationships, Cross Selling, Small Business Lending, Branch Banking, Team Building, Cash Management, Relationship Management, Microsoft Excel, Outlook, New Business Development, Treasury Management, Personal Finance, Finance, Balance Sheet Review
Education
Truman State University 2003 — 2007
B.S., Business Administration- Finance
High School
John Hancock 1984 - Present
Manulife Financial 1984 - 2004
Skills
Business Analysis, Business Requirements, SDLC, Vendor Management, Process Improvement, PMO, Requirements Gathering, Insurance, Requirements Analysis, Business Intelligence, Project Portfolio..., Risk Management, Visio, IT Strategy, Business Process..., PMP, Business Process, Disaster Recovery, Project Delivery, Project Management, MS Project, Quality Assurance, Outsourcing, User Acceptance Testing, Management, Testing, Systems Analysis, Software Project..., Enterprise Architecture, Financial Services, ITIL, Integration, SharePoint, IT Management, Governance, IT Service Management, Change Management, Software Documentation
Education
Heep Woh College
Northcote College of Education
Sacred Heart Canossian College
University of Houston
Allstate Insurance March 1990 - Present
Allstate Insurance March 1997 - July 2009
John Hancock March 1983 - March 1990
Skills
Insurance, Property & Casualty..., Business Strategy, Business Planning, Sales Management, Leadership, Term Life Insurance, Commercial Insurance, Financial Services, Life Insurance, Fixed Annuities, Casualty, Risk Management, General Insurance, Liability, Motorcycle, Legal Liability, Homeowners, Disability Insurance, Commercial Lines, Umbrella Insurance, Health Insurance, Long-term Care, Retirement, Workers Compensation, Claim, Retirement Planning, Professional Liability, Underwriting, Long Term Care Insurance, Brokers, Series 6, Universal Life, IRAs, Financial Planners, Whole Life, Employee Benefits, Agents, Accident, Small Business
Education
University of Baltimore 1980 — 1982
B.A., Accounting
Catskill
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - November 2010
John Hancock Life Insurance Company (U.S.A.) January 2003 - 2009
John Hancock February 1997 - December 2002
Skills
Financial Services, Privacy Law, AML, Insurance, Risk Management
Education
University College Dublin 1989 — 1993
Bachelor of Commerce (BComm), Accounting
Black & Veatch March 2004 - Present
John Hancock 2002 - 2003
Accenture 1998 - 2002
Skills
SDLC, Requirements Gathering, Business Analysis, Management Consulting, Integration, Software Development, Databases, Software Implementation, SQL, Systems Analysis, Oracle, Testing, Business Requirements, Analysis, Visio, Project Delivery, Business Process..., Requirements Analysis, IT Strategy, Business Process Design, Software Project...
Education
University of Florida - Warrington College of Business Administration 1994 — 1997
Bachelor of Science (B.S.)
University of Florida - Warrington College Of Business 1995 — 1996
Bachelor of Science in Business Administration (BSBA)
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Axial November 2013 - July 2014
Abbvie July 2005 - November 2013
John Hancock December 2003 - June 2005
Trilegiant Corporation March 2002 - September 2003
PIMCO Funds Distributors LLC September 1999 - February 2002
Skills
Marketing, Team Building, New Business Development, Sales Presentations, Account Management, Selling Skills, Territory Management, Mutual Funds, Annuity Sales, Marketing Strategy, Cold Calling, Sales Management, Sales, Customer Service, Building Relationships, Pharmaceutical Sales, Direct Marketing, Leadership
Education
University of Hartford 1993 — 1999
Bachelor of Science, Business Administration
University of Hartford 1993 — 1995
Associate in Arts, Liberal Arts
Salesforce January 2015 - Present
Oracle September 2013 - Present
Oracle March 2012 - September 2013
RightNow 2005 - 2012
Fidelity Investments October 2004 - August 2005
John Hancock December 1999 - September 2004
Keyport Life Insurance Company 1997 - 1999
Monet Jewelry 1995 - 1997
Godiva Chocolatier 1994 - 1995
Filene's 1993 - 1994
Skills
CRM, Software Project..., SDLC, SaaS, Business Analysis, Professional Services, Consulting, Cloud Computing, Requirements Analysis, Software Documentation, Integration, Project Management
Education
Syracuse University 1989 — 1993
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
Artist Empowerment Group October 2012 - Present
J.A. Williams Law P.C. March 2011 - Present
Cowan DeBaets Abrahams & Sheppard March 2011 - December 2011
Jekielek & Janis, LLP December 2010 - May 2011
John Hancock March 2005 - July 2010
Artist Empowerment Company/ CLINK! The Creative Link Artists Movement January 2000 - February 2010
Volunteer Lawyers for the Arts May 2008 - October 2008
Suffolk University June 2007 - June 2008
Whats Up Magazine February 2004 - July 2004
Woodside Church June 2002 - December 2003
Skills
Business Advisory, Personal Branding, Intellectual Property, New Business Development, International Business, Contracts Review, Artist Representation, Trademarks, Copyright Law, Workshop Facilitation, Business Coaching, Artist Developement, Public Speaking, Licensing, Artists, Legal Writing, Music, Commercial Litigation, Privacy Law, Intellectual Property..., Social Media, Marketing, Social Networking, Editing, Legal Research, Blogging, Research, Mediation, Entrepreneurship, Writing, Management
Education
Suffolk University Law School
Juris Doctor, Intellectual Property, Entertainment law
University of Michigan
B.A., Mass Communications, Africana Studies
Voya Financial Partners June 2014 - Present
Lincoln Financial Group November 2010 - May 2014
John Hancock Retirement Plan Services February 2009 - November 2010
John Hancock July 2006 - February 2009
Smith Barney December 2003 - June 2006
Skills
Retirement Planning, 401k, Investments, Defined Benefit, Wealth, Series 63, ERISA, Relationship Management, Defined Contribution, Pensions, Retirement, Series 7, Mutual Funds, Qualified Retirement..., Retirement Plan..., Cash Balance, Public Speaking, Building Relationships, Sales Presentations, Profit Sharing
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
CCH , a Wolters Kluwer business June 2009 - Present
John Hancock May 2008 - April 2009
First Magnus Financial 2003 - 2007
Skills
Contract Negotiation, Insurance, Public Speaking, Marketing Strategy, Management, Driving New Business, Building Existing...
Education
University of Arizona 1999 — 2003
BA, Economics
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Worldwide ERC November 2011 - Present
International Franchise Association June 2009 - November 2011
Worldwide ERC January 2001 - March 2009
John Hancock November 1998 - January 2001
Morton Fraser February 1996 - August 1998
Skills
Copywriting, Marketing Communications, New Business Development, Promotions, Graphic Design, Corporate Communications, Editing, Marketing Strategy, Public Relations, Account Management, Publications, Marketing, Strategic Planning, Public Speaking, Strategic Communications, Sales, Management, Media Relations, Social Media Marketing, Advertising, Fundraising, Newsletters, Email Marketing, Event Management
Education
Trinity University-Washington 1986 — 1990
BA, Design/Advertising/Communications
Oxford University 1987 — 1988
John Hancock April 2014 - Present
The Prudential Insurance Company of America May 2008 - September 2013
Gallery Inc September 2005 - May 2008
Skills
Investments, Retirement, Retirement Planning, Series 7, Microsoft Excel, Fixed Annuities, Insurance, Mutual Funds, Microsoft Office
Education
Thomas Edison State College
Master of Business Administration (M.B.A.), Finance, General
John Hancock Financial Services January 2015 - Present
John Hancock 2002 - Present
Skills
Retirement Planning, 401k, Series 63, Retirement, Mutual Funds, Sales, Financial Services, Insurance, Series 7, Investments, Asset Allocation, Series 6
Education
University of Kentucky 1997 — 2001
BA Finance, Business
The American College August 2000 - Present
State of Virginia January 1999 - Present
Bryant & Stratton College January 1999 - Present
Jeff Layne, CLU, ChFC June 1990 - Present
John Hancock January 1991 - July 2010
Central Virginia Chapter of the West Virginia University Alumni Association 2002 - 2009
Education
The American College 1994 — 1996
ChFC, Chartered Financial Consultant
The American College 1994 — 1996
CLU, Chartered Life Underwriter
West Virginia University 1985 — 1990
American College Bryn
West Virginia University
BA, Biology
Accenture August 2011 - Present
Optin March 2010 - August 2011
ATEL January 2008 - March 2009
John Hancock 2004 - 2008
InstrumentPro.com 2001 - 2004
GetThere June 2000 - February 2001
Skills
Management Consulting, Business Intelligence, Business Development, Business Strategy, Marketing, CRM, Start-ups, Management, Marketing Strategy, Consulting
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (B.A.), Business Economics
Oracle March 2015 - Present
Reebok CrossFit October 2014 - March 2015
Town Sports International April 2010 - October 2014
John Hancock March 2005 - March 2009
Charles Schwab April 2003 - December 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab January 1998 - November 1998
Skills
Sales Management, Series 63, Mutual Funds, Customer Service, Project Management, Insurance, Marketing Strategy, Sales Operations, Series 7, Salesforce.com, Account Management, Public Speaking, Team Leadership, Retirement Planning, Strategic Financial..., FINRA, Strategic Planning, Competitive Analysis, Investments, Mentoring, Sales Support, Customer Relations, Excel, PowerPoint, New Business Development, B2B, Microsoft Office, Business Planning, Compliance, Financial Planning, Asset Management, Marketing Communications, Outlook, Call Center, Oracle, Data Warehousing, PaaS, Microsoft Excel, Database Administration, IaaS, SaaS
Education
University of California, Santa Barbara 1993 — 1997
B.A., Communication with Honors, 1997, Communication, General
Mendham High School
Mendham High School
West Morris Regional High School
Ernst & Young LLP June 2015 - Present
Habif, Arogeti & Wynne,LLP June 2014 - July 2014
John Hancock May 2013 - June 2013
Kitchens Kelley Gaynes, P.C. May 2012 - July 2012
Skills
Tax, Tax Preparation, Accounting, Income Tax, Tax Accounting, Tax Returns, Partnership Taxation, Financial Accounting, Teamwork, GAAP, Leadership, Social Media
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor's degree, Accounting
Evolution1 September 2013 - Present
Ceridian November 2009 - September 2013
Ceridian September 2008 - November 2009
Ceridian October 1998 - September 2008
John Hancock January 1998 - October 1998
Skills
New Business Development, Partnership Development, Strategic Partnerships, Account Management, Product Design, Innovative Thinking, Product Launch, Benefits Administration, Cost Containment, Growing Revenue, Client Retention, COBRA Administration, Direct Marketing, Creative Problem Solving, Sales Presentations, Sales Process, Partnerships, Sales Management, Customer Retention, Employee Benefits, Cold Calling, Sales Operations, Salesforce.com, Solution Selling, Selling, Sales, Lead Generation, Business Development, Team Building, Leadership, B2B, Strategy, Vendor Management, Outsourcing, COBRA, SaaS, CRM, Cost Accounting, Management, Recruiting, Health Insurance, Direct Sales, Insurance, Business Intelligence, Strategic Planning, Marketing, Cross-functional Team..., Health Savings Accounts, Onboarding, Training
Education
University of Florida - Warrington College of Business Administration 1993 — 1997
BS, Business Administration/Marketing
Lake Brantley High School 1990 — 1993
WHAS-TV July 2014 - Present
ICA Broadcasting I LTD. (dba CBS7) February 2013 - June 2014
Aetna September 2011 - February 2013
NBA to Columbus August 2012 - December 2012
Weber Shandwick February 2011 - May 2011
John Hancock February 2010 - February 2011
Mentor Public Schools August 2008 - August 2009
ESPN Radio 97.1 The Fan January 2007 - April 2007
WBNS-TV June 2006 - November 2006
Skills
Social Media Writing, Social Media Monitoring, Social Media Relations, Social Media Outreach, Social Media, Social Media Marketing, Writing, Creative Writing, Marketing Strategy, Marketing Communications, Marketing Research, Press Releases, Pitching, Media Pitching, Research, Online Research, Sales Support, Retail, Video Editing, Camera Operation, Radio Production, Radio Promotions, Digital Media, Communication Strategy, Strategic Communications, Public Relations, Public Relations Skills, Golf, Snowboarding, Snowboard, Internal Communications, Customer Service, Phone Skills, Microsoft Office, Final Cut Pro, Media Monitoring, Community Management, PeopleSoft, Factiva, Cision, PowerPoint, Facebook, Twitter, LinkedIn, YouTube, Youth Marketing, Demographics, News Writing, Product Marketing, Corporate Communications
Education
The Ohio State University 2003 — 2007
Bachelors, Strategic Communication
The Ohio State University 2003 — 2007
Bachelor of Strategic Communication, Strategic Communication
Augeo Affinity Marketing October 2003 - Present
Liberty Mutual 1995 - 2002
Winterthur Swiss Insurance Company 1988 - 1995
John Hancock April 1984 - December 1988
Aetna June 1980 - April 1984
Skills
Sales, Property & Casualty..., Health Insurance, Insurance, Marketing Strategy, Marketing Communications, Account Management, Sales Management, Project Management, Strategic Partnerships, Employee Benefits, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Strategic Planning, Pricing, Recruiting, Creative Writing, Youth Mentoring, z, Business Development, Marketing, Training, Strategy, Management, Process Improvement, New Business Development, Program Management, Sales Operations, Salesforce.com, Team Building, Customer Retention, Small Business, Email Marketing, Lead Generation, Direct Marketing
Education
The University of Connecticut School of Business 1976 — 1980
BS Marketing, Business, Statistics and Finance
Bacon Academy High School 1972 — 1976
High School Diploma, Business
MassMutual Financial Group May 2012 - Present
The Standard September 2010 - April 2012
HORAN January 2010 - September 2010
John Hancock February 2008 - January 2010
John Hancock September 2005 - March 2008
Lincoln Financial Advisors January 2003 - September 2005
Skills
Series 6, Series 63, 401k, Series 7, Retirement, Employee Benefits, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Asset Allocation, Crochet, Watercolor, Snowmobile, Curling, Hand Knitting, Defined Benefit, Investment Advisory, Securities, Financial Services, Financial Advisory
Education
The Ohio State University 1997 — 2001
The Ohio State University 1997 — 2001
Questar Capital December 2004 - Present
John Hancock January 1992 - December 2004
Education
American College 1997 — 2000
CLU
University of Florida 1987 — 1991
BS
Countryside High School 1983 — 1987
Cumberland Group December 2014 - Present
Abacus Solutions 2003 - December 2014
EMC 2000 - 2002
John Hancock 1997 - 2000
Southwestern Company 1994 - 1997
Skills
Virtualization, Disaster Recovery, Enterprise Software, Storage Area Networks, Storage, Data Center, Business Continuity, Solution Selling, Cloud Computing, SaaS, Storage Virtualization, Direct Sales, Account Management, Professional Services, Strategic Partnerships, VMware, Managed Services, Enterprise Storage, Channel, Storage Solutions, Network Security, IT Strategy, IT Transformation, Cloud Enablement, Hybrid Cloud
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, Risk Management
John Hancock November 2000 - Present
MSX International January 1999 - November 2000
EDS Corporation July 1995 - December 1998
Skills
Database Design, Performance Tuning, Microsoft SQL Server, SQL, SSIS, Long-term Care, Stored Procedures, ClearCase, DB2, COBOL, Pegasystems PRPC, Informatica, Insurance, LifePro, SDLC, Requirements Analysis, Data Warehousing, Oracle SQL, IMS DB/DC, LTCP, Business Requirements, PMP, Pega PRPC, Requirements Gathering, Software Documentation, Software Project..., Visio
Education
The University of Sheffield 1990 — 1993
Bachelor of Science (BSc), Mathematics and Astrophysics
IASIS Healthcare December 2011 - Present
John Hancock October 2007 - November 2010
Lincoln Financial June 2004 - October 2007
CNA Insurance January 1996 - June 2004
Baptist Hospital January 1994 - April 1996
Skills
Physician Recruiting, Impaired Risk..., Preferred Underwriting, Remote Underwriting, Registered Nurse, Recruiting, Insurance, Management, Customer Satisfaction, Contract Negotiation, Underwriting, Sales Management
Education
University of Tennessee-Health Science Center 1992 — 1994
Nursing Degree, Registered Nurse, Nursing / Registered Nurse
University of Tennessee at Martin 1986 — 1990
Bachelors of Science, Business Administration / Marketing
Voya Financial September 2015 - Present
John Hancock Financial Services January 2013 - September 2015
John Hancock Financial Services June 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - August 2010
John Hancock August 2008 - July 2009
John Hancock May 2005 - August 2008
Baltimore Life October 1999 - March 2005
Milliman Inc October 1997 - October 1999
Aetna 1994 - 1997
Skills
Actuarial, Product Development, Valuation, Management, Life Insurance, Variable Annuities, US GAAP, IFRS, Insurance, Reinsurance, Fixed Annuities, ALM, Risk Management, Retirement, Investments, Financial Risk, Actuarial Science, Financial Reporting, Pricing, Long-term Care, Financial Modeling, Underwriting
Education
University College Dublin 1991 — 1994
BAFS
Bank of America July 2009 - December 2010
Bank of America January 2008 - June 2009
Bank of America December 2005 - January 2008
John Hancock April 2003 - December 2005
Atlantic Trust Pell Rudman January 2001 - April 2003
Pell Rudman June 1998 - January 2001
Putnam Investments September 1997 - June 1998
Skills
Business Process..., Analysis, Investments, Access, Portfolio Management
Education
University of Delaware 1993 — 1997
Bachelor of Science, Finance, Economics, US History
Joel Barlow High School 1989 — 1993
Massachusetts Youth Soccer Association November 2014 - Present
Team Prep May 2009 - Present
Kimball Union Academy October 2011 - Present
Massachusetts Youth Soccer Association 2006 - 2014
Essex County Youth Soccer Association 2004 - 2014
The Governors Academy May 2010 - May 2011
SBLI of Massachusetts December 2007 - June 2009
IAD Partners 1999 - 2007
John Hancock 1982 - 1999
Skills
Soccer, Sports Management, Project Management, Event Management, Human Performance, Business Process..., Sports, Sports Marketing, Leadership, Training, Team Building, Public Speaking, Nonprofits, Microsoft Office, Athletics, Teamwork, New Business Development, Sponsorship, Coaching, Event Planning, Fundraising, Social Media Marketing, Marketing, Sales, Account Management, Marketing Strategy, Marketing Communications, Strategic Planning, Social Media, Sports Coaching, Time Management, Entrepreneurship, Club, Football, Budgets, Social Networking, Volunteer Management, Online Marketing, Leadership Development, Public Relations, Sponsorship Sales, Facebook, Teaching, Team Leadership
Education
Temple University 1978 — 1982
BSBA, Marketing and Finance
University of Phoenix 2006 — 2008
MBA, Business
AT&T 2013 - 2014
New York Life July 2008 - June 2009
Horizon Products February 2004 - August 2008
John Hancock September 2007 - July 2008
United Auto Group August 2005 - September 2007
Hendrick Automotive Group April 2003 - January 2005
Education
University of Georgia - Terry College of Business 1996 — 2001
North Springs
XL Global Services May 2011 - Present
One Beacon June 2009 - April 2011
Hartford Insurance Group March 2005 - June 2009
John Hancock April 1997 - September 2004
Andersen Consulting 1988 - 1997
Skills
Business Analysis, Insurance, SDLC, IT Strategy, Vendor Management, Property & Casualty..., Business Intelligence, Process Improvement, Risk Management, Data Warehousing, Enterprise Architecture, Management, Program Management, Business Process..., PMO, Business Process, Project Portfolio..., Requirements Gathering, PMP, Outsourcing, IT Management, Change Management, Resource Management
Education
University of Connecticut 1984 — 1988
BS, Chemical Engineering
Eagle Investment Systems (a BNY Mellon Company) April 2008 - Present
BusinessEdge Solutions October 2007 - April 2008
Brown Brothers Harriman 2001 - 2007
John Hancock 1998 - 2001
Hardwood Flooring June 1996 - August 1997
Landscaping June 1994 - August 1996
Skills
Financial Services, Business Analysis, SDLC, Project Management, Management, Requirements Analysis, IT Strategy, Risk Management, Requirements Gathering, Software Project..., Vendor Management, Business Intelligence, Process Improvement, Data Warehousing, Program Management, Business Requirements, Consulting, Analysis, Software Development, Asset Management, Agile Methodologies, Visio, Mutual Funds, Securities, PMO, Business Process, Equities, Release Management
Education
University of Phoenix 2003 — 2005
MBA
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Applied Science (B.A.Sc.)
University of Massachusetts Boston 1996 — 1996
Summer Class
United States Military Academy at West Point 1990 — 1993
Observer ONLY
Pascack Hills HS 1989 — 1993
HS Diploma
Youtopia May 2014 - Present
Alumni for Public Schools 2011 - Present
ChicagoTEN 2010 - Present
Chicago Illini Club 2010 - Present
SoFi 2014 - Present
Shiftgig 2012 - Present
C2 Group LLC 2007 - Present
John Hancock 2004 - 2007
Sony 1999 - 2003
Skills
Non-profits, Start-ups, Fundraising, Special Events, Problem Solving, Connections, Marketing Strategy, Social Networking, Team Leadership, Marketing, Alumni Relations, Public Relations, Event Management, Nonprofits, Social Media, Social Media Marketing, Event Planning, Blogging, Leadership, Entrepreneurship, Team Building, Volunteer Management, Project Management, Sales, Program Management, Strategic Planning, Management, Strategic Partnerships, Sponsorship, Philanthropy, Awesomeness, Recruiting, Public Speaking, Project Planning, Media Relations, Strategic Communications, Strategy, Community Outreach
Education
University of Illinois at Urbana-Champaign 2000 — 2002
BS
Hittite Microwave Corporation/Analog Devices May 2013 - June 2015
Contractor October 2011 - May 2013
Investors Capital October 2009 - October 2011
Various January 2008 - October 2009
John Hancock May 2005 - January 2008
Skills
Layout, Typography, InDesign, Graphic Design, Art Direction, Adobe Creative Suite, Creative Direction, Advertising, QuarkXPress, Web Design, Mac, Dreamweaver, Email Marketing, Social Media, Graphics, Illustrator, Adobe Acrobat, Illustration, Marketing Communications, Flash, Corporate Branding, Posters, Brochures, Magazines, Photoshop, Photography, Print Ads, Copywriting, CMS
Education
The University of Connecticut
BFA
Fidelity Investments April 2011 - Present
John Hancock June 2007 - March 2011
Manulife Financial 2007 - March 2011
First Marblehead February 2004 - May 2007
Liberty Mutual October 2001 - February 2004
Northern Essex Community College May 2001 - May 2003
TradeTek October 2000 - September 2001
American Student Assistance June 1995 - May 1998
Skills
Business Analysis, Process Improvement, SDLC, Data Analysis, Program Management, Requirements Analysis, Business Intelligence, Visio, Vendor Management, Risk Management, Software Project..., Business Process..., Leadership, Project Portfolio..., Integration, PMO, IT Strategy, Requirements Gathering, Analysis, SharePoint, Software Documentation, Systems Analysis
Education
New School for Social Research 1992 — 1995
M.A., Philosophy
The New School 1992 — 1994
M.A., Philosophy
University of Massachusetts, Amherst 1986 — 1991
B.A., Philosophy
John Hancock Financial January 2006 - Present
John Hancock 2000 - 2009
Skills
Business Analysis, Requirements Gathering, Visio, Business Requirements, SDLC, Financial Services, Process Improvement
Education
University of Alabama
Sun Life Financial January 2012 - Present
Sun Life Financial December 2005 - March 2012
John Hancock 1996 - 2005
Education
Swarthmore College 1992 — 1996
BA, Mathematics, Economics
Manulife Financial / John Hancock March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2013
John Hancock January 2009 - September 2011
John Hancock January 2006 - January 2009
Manulife Financial September 2004 - January 2006
ScotiaBank April 2002 - September 2004
BellSouth May 1997 - February 2001
Skills
SDLC, Requirements Gathering, Business Analysis, Visio, IT Strategy, SharePoint, Enterprise Architecture, Business Requirements, Software Development, Vendor Management, Call Centers, Requirements Analysis, Integration, Team Leadership, Unix, PMP, ITIL
Education
University of Waterloo 2006 — 2008
MMSc
Universidad Metropolitana (VE) 1991 — 1997
BSc.
Publix Supermarkets January 1997 - Present
John Hancock January 2007 - July 2007
Sutton & Cohen LLC. January 2005 - June 2006
Waddell & Reed Financial Services January 2001 - December 2002
Education
University of Central Florida 2002 — 2005
B.S., Business Finance
Leading Asset Management Co April 2013 - Present
Leading Asset Management Co July 2008 - April 2013
MBM Advisors June 2010 - September 2011
John Hancock June 2005 - July 2008
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Investments, Retirement, Series 6, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Series 65, Insurance, Financial Services, Strategic Financial..., Uniform Combined State..., Alternative Investments, Financial Advisory, Portfolio Management
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Signator Investors, Inc. December 2014 - Present
Signator Investors, Inc. January 2011 - Present
John Hancock Financial Services June 2007 - February 2011
John Hancock April 2006 - May 2007
John Hancock November 2000 - March 2006
John Hancock Annuities 2000 - 2006
Skills
Financial Services, Project Portfolio..., PMO, Vendor Management, Relationship Management, Business Analysis, Marketing Strategy, Process Improvement, Series 6, Business Strategy, Business Process..., Business Development, Management, CRM, Social Media, PMP, Change Management, Business Planning, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
MALD, International Business Relations
University of Vermont 1989 — 1993
BA, European History
John Hancock June 2008 - Present
John Hancock July 2006 - June 2008
Evergreen Investments February 1995 - March 2000
Education
Union College 1989 — 1993
Bishop Fenwick High School 1984 — 1989
Mutual of America January 2010 - Present
Mutual of America January 2010 - Present
John Hancock April 2008 - February 2010
Northwestern Mutual September 2006 - February 2008
Skills
401k, Leadership, Employee Benefits, Strategic Financial..., Retirement Planning, Sales, Finance, Mutual Funds, Retirement, Defined Benefit, Business Planning, Financial Planning
Education
University of Illinois at Chicago 2000 — 2006
Economics, Economics
St. Ignatius 1996 — 2000
SBLI May 2006 - Present
Aviva 2004 - 2006
John Hancock 2002 - 2004
Skills
Universal Life, Employee Benefits, Life Insurance, Insurance, Technical Recruiting, Long-term Care, Whole Life, Fixed Annuities, Disability Insurance, Salesforce.com, Account Management, Health Insurance, Underwriting, Brokers, Term Life Insurance, Business Development, Commercial Insurance, CRM, Business Analysis, Vendor Management, Process Improvement
Education
Union College 1992 — 1996
Transamerica 2006 - Present
John Hancock 2005 - 2006
Guaranty Bank, Now BBVA Compass 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Series 63, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, 401k, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Securities, Series 24, CRPC
Education
The University of Georgia 1990 — 1996
Decision First Technologies July 2010 - Present
Firemans Fund Insurance Company May 2009 - July 2010
Decision First Technologies Inc June 2008 - May 2009
Fireman's Fund April 2006 - May 2008
John Hancock May 2003 - November 2005
The MONY Group 2000 - 2001
Skills
Data Modeling, Business Analysis, Business Intelligence, Business Objects, Consulting, DB2, Dashboard, Data Warehousing, Database Design, ETL, SAP, T-SQL
Education
The University of Connecticut School of Business 2002 — 2005
MBA, Finance and Operations
BNY Mellon September 2013 - Present
BNY Mellon June 2011 - Present
BNY Mellon April 2008 - July 2011
John Hancock March 2007 - December 2007
Skills
Client Facing Skills, Municipal Bonds, Portfolio Management, Investment Management, Bonds, Fixed Income, Equities, Trading, Investments, Asset Management, Securities, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Bloomberg, Hedge Funds
Education
The George Washington University 2002 — 2006
Bachelor of Arts (BA), Economics
Capital One August 2015 - Present
Capital One June 2011 - July 2015
LCG Systems November 2009 - May 2011
National Institutes of Health November 2009 - May 2011
John Hancock August 2007 - November 2009
Skills
Agile Methodologies, Business Analysis, SharePoint, Capital Markets, Financial Instruments, Trading Systems, Murex, Openlink Findur, Project Management, Analysis, Change Management, Data Modeling, Data Warehousing, Financial Modeling, Quality Assurance, Requirements Gathering, Software Development, Testing, Leadership, SDLC, Requirements Analysis
Education
George Mason University - School of Business 2005 — 2007
MBA, MBA
University of Birmingham 1999 — 2002
BEng, Electronic & Software Engineering
Manulife Financial August 2013 - Present
John Hancock March 2005 - August 2013
Metropolitan Life Insurance Company July 1999 - February 2005
Skills
Actuarial Science, Valuation, Insurance, Life Insurance, Financial Modeling, Financial Services, Research, Strategic Financial..., Financial Analysis, Public Speaking, Investments, Financial Risk, Analysis
Education
The Johns Hopkins University 1995 — 1999
Bachelor's degree, Applied Mathematics
HSBC, North America 2007 - Present
HSBC Mortgage Services January 2006 - Present
HSBC 2006 - Present
John Hancock 1999 - 2005
CGI 1997 - 2005
CGI Information Systems 1996 - 2005
Education
University of South Florida 2003 — 2006
University of South Florida 2003 — 2005
MBA, MIS, Management
Holy Angels
University of Kerala
Wells Fargo Advisors February 2012 - Present
John Hancock August 2008 - February 2012
Russell Investment Group 2000 - 2008
Skills
College Savings Plans
Education
University of Colorado Boulder
Datapipe August 2014 - Present
NEW WORLD APPS, Inc. March 2009 - Present
Layered Technologies 2009 - Present
The Junior League of Northern Virginia 2008 - May 2009
The Junior League of Northern Virginia July 2007 - June 2008
CMP Media December 1997 - December 1998
John Hancock 1996 - 1997
Center for Research in Electro Optics and Lasers 1991 - 1996
Skills
Strategic Planning, Fundraising, Team Building, Nonprofits, Event Planning, Public Relations, Microsoft Office, Healthcare, New Business Development, Public Speaking, Account Management, Social Media, Program Management, Customer Service, Team Leadership, Project Management
Education
University of Central Florida
B. A., Computer Science & Art - Graphic Design
Sheridan Health Services January 2015 - August 2015
University of Colorado August 2013 - April 2015
Youth Advocate Programs, Inc. October 2010 - August 2013
Refugee Clinic January 2010 - May 2010
Community Banks of Colorado August 2007 - November 2009
John Hancock 2005 - 2007
Skills
Community Outreach, Financial Services, Portfolio Management, Risk Management
Education
University of Colorado Denver 2012 — 2015
Master of Arts (MA), Counseling Psychology
University of Massachusetts Boston
Bachelors, Social Psychology
Prudential Financial September 2004 - Present
John Hancock June 2001 - September 2004
Skills
Marketing, Series 63, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Management, Strategic Partnerships, Series 6, Product Marketing, Insurance, Vendor Management, Retirement, Investments, Financial Services, Marketing Communications, Series 7, FINRA, Life Insurance, Direct Marketing, Relationship Management, Social Media, Disability Insurance, Digital Marketing, Competitive Analysis, Email Marketing, Marketing Strategy, Variable Annuities, Business Development, Sales, Strategic Planning, Integrated Marketing
Education
University of Connecticut 1989 — 1993
BA, Political Science/History
Manulife Financial March 2008 - Present
John Hancock 2003 - Present
John Hancock Financial 2003 - Present
John Hancock Life Insurance 2003 - 2009
John Hancock Life Insurance Company (U.S.A.) 2003 - 2009
John Hancock /Manulife Financial 2003 - 2009
Sun Microsystems 2001 - 2003
Sun 2000 - 2003
Netscape Communications 2001 - 2002
DataMirror February 1999 - February 2001
Education
1989 — 1995
State Street July 2007 - July 2008
Investors Bank & Trust April 2001 - July 2007
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
John Hancock January 2000 - April 2001
Education
University of Massachusetts Boston 2003 — 2005
History
The University of Texas at Austin 1992 — 1999
BA, History, Philosophy, English
GRHS
John Hancock Sales RepDelta Air Lines1988 - 2006
Education
Clayton State University 1997 — 1999
Troy University 1982 — 1986
MBA, Business
Swerdlin & Company October 2013 - Present
Acuff & Associates April 2012 - September 2013
John Hancock January 2008 - November 2011
John Hancock April 2004 - December 2007
Enterprise Group of Funds January 2002 - March 2004
Wachovia Securities January 1998 - January 2002
Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory
Education
The University of Georgia 1993 — 1997
Bachelor of Science (B.S.), Consumer Economics
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
John Hancock April 2009 - October 2011
John Hancock November 2006 - April 2009
Skills
Mutual Funds, Financial Services, Insurance, Microsoft Excel, Process Improvement, Business Analysis, Customer Service, Retirement, Onboarding, Technical Trainers, Training, Employee Training, Operations Specialist
Education
Syracuse University 1996 — 2000
BS, Geology
ABA Retirement Funds July 2009 - Present
John Hancock January 2003 - July 2009
Education
The University of Findlay 2000 — 2002
Applied Medical October 2009 - Present
Applied Medical July 2014 - February 2015
Applied Medical January 2006 - December 2009
Applied Medical November 2001 - December 2005
Stryker Endoscopy July 1999 - April 2001
Caterpillar September 1998 - March 1999
John Hancock Financial Services, Glass General Agency January 1994 - July 1998
John Hancock June 1994 - July 1997
Skills
Sales Operations, Selling, Sales, Cold Calling, Urology, Management, Surgeons, Training, Solution Selling, Marketing, Contract Negotiation, Recruiting, Competitive Analysis, Hospitals, Surgery
Education
The University of Georgia 1991 — 1995
Bachelor of Science (BS), Economics
The University of Georgia 1991 — 1995
Bachelor of Arts, Economics
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
John Hancock October 2008 - May 2011
Van Kampen Investments October 2006 - September 2008
Skills
Series 24, Series 7, Series 6, Series 63, Variable Products, Life & Health Insurance..., 401k, Mutual Funds, Retirement, Retirement Planning, Series 65, Asset Allocation, Variable Annuities, Separately Managed...
Education
The University of Kansas 2002 — 2006
Business
The Law Office of Todd D. Beauregard, PC December 2007 - May 2010
John Hancock June 2005 - April 2007
Massachusetts Port Authority January 2006 - April 2006
Education
Suffolk University Law School 2004 — 2007
J.D.
Washington and Lee University 1998 — 2002
B.A., English
Ursuline Academy 1994 — 1998
UBS May 2011 - Present
Oppenheimer & Co September 1999 - May 2011
John Hancock January 1992 - September 1999
Education
University of California, Santa Barbara 1983 — 1986
Economics
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
John Hancock April 2006 - 2012
John Hancock Life Insurance Company (U.S.A.) July 2004 - April 2006
Northwestern Mutual August 2001 - March 2004
Northwestern Mutual January 1996 - August 2001
Northwestern Mutual March 1995 - December 1996
Skills
Series 6, Series 63, Series 7, 401k, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Life Insurance, Variable Annuities, Investments, Asset Allocation, Profit Sharing, Retirement Plan..., Wealth Management, Financial Advisory, Series 65, Pensions, FINRA, Uniform Combined State..., Financial Services, CRM, Series 24, ERISA
Education
University of Illinois at Chicago
B.A., English
Schaumburg
Faulkner Hospital July 2012 - Present
Beth Israel Deaconess Medical Center July 2012 - Present
Brigham and Women's Hospital July 2009 - June 2012
Dartmouth Hitchcock Medical Center June 2008 - June 2009
MFS Investment Management 1994 - 2004
John Hancock August 1984 - May 1994
Education
Tufts University School of Medicine 2004 — 2008
MD, Medicine
Wesleyan University 1977 — 1981
BA, English
University of Delaware August 2009 - Present
Trinity College - Hartford September 2006 - May 2009
John Hancock June 2008 - August 2008
Connecticut General Assembly January 2008 - May 2008
Education
Trinity College-Hartford 2005 — 2009
Public Policy & Law
Worcester Academy 2001 — 2005
PointLogic Energy, an OPIS Company June 2015 - Present
Wonderbound June 2015 - Present
Bentek Energy; McGraw Hill Financial October 2013 - June 2015
GE July 2011 - October 2013
GE 2010 - August 2011
U.S. Department of State May 2009 - September 2009
John Hancock May 2008 - August 2008
Skills
Research, Policy, Program Management, Strategy, Strategic Planning, Leadership, Government, Data Analysis, Risk Management, Analysis, Business Strategy, Project Management, Policy Analysis
Education
Tufts University 2006 — 2010
BA, International Relations
Universidad de Alcalá
Self Employeed June 2000 - Present
John Hancock February 1998 - Present
Education
American College
CLU, Certified Life Underwriter
John Hancock October 2007 - Present
Aviva 2001 - 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., Financial Analysis, Financial Modeling, Internal Controls, SEC filings, Insurance, Financial Services, Accounting, US GAAP
Education
University of Florida
BSBA, Accounting
The Segal Group August 2014 - Present
Willis February 2013 - March 2014
Buck Consultants January 2000 - February 2013
UniCare February 1997 - December 1999
John Hancock July 1993 - February 1997
Confederation Life Insurance Company April 1990 - July 1993
Skills
Employee Benefits, HR Consulting, Benefits Administration, Executive Pay, Health Insurance, Disability Insurance, Defined Benefit, ERISA, Human Resources, Insurance, Strategic Planning, Strategy, Underwriting, Vendor Management, Account Management, Management, Consulting
Education
The University of Georgia 1985 — 1989
BA, Economics
The Guardian Life Insurance Company of America March 2013 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Co. August 2007 - March 2011
New York Life Insurance Co. April 1993 - August 2007
John Hancock March 1984 - September 1992
Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs
Education
Central Missouri State University 1979 — 1983
BS, Communications, Management
Bishop Hogan High School 1975 — 1979
MetLife July 2014 - Present
MetLife Investors 2006 - 2012
John Hancock 2005 - 2006
Prudential Financial 1995 - 2005
Skills
Talent Management, Sales, Insurance, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Term Life Insurance, Sales Management, Series 6, Leadership, Retirement Planning
Education
University of Iowa 1989 — 1993
Bachelor of Arts, Psychology
Whitefish Bay High School
Eastern Bank September 2013 - Present
Merck September 2012 - August 2013
John Hancock August 2008 - August 2012
Fidelity Investments October 2006 - August 2008
Eastern Bank March 2001 - October 2006
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Visio, SharePoint, Software Project..., Process Improvement, Analysis, Financial Services, Testing, Microsoft Excel, Human Resources, Microsoft Office, PowerPoint, Project Planning, Project Management
Education
University of Massachusetts Boston 2005 — 2007
MBA, Information Systems
University of Lagos 1995 — 1999
Bachelor's degree, Chemistry
John Hancock 2009 - Present
Skills
Mutual Funds, Investments, Series 7, Insurance, Financial Services, Project Management, Securities, Financial Analysis, Corporate Finance, Series 63, Strategic Financial..., Portfolio Management, Alternative Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Bloomberg
Education
University College Dublin 1990 — 1994
BA, Economic, Politics
JPMorgan Chase & Co. April 2014 - Present
Entergy January 2013 - February 2014
Berry and Associates, P.A. December 2011 - July 2012
Muswick Wholesale Grocers March 2010 - December 2011
Today's Office, Inc. June 2006 - March 2010
Cajun's Wharf October 1999 - February 2006
John Hancock April 2005 - September 2005
Skills
Management, Analysis, Process Improvement, Budgets, Human Resources, Financial Analysis, Accounting, Payroll, Microsoft Office
Education
University of Arkansas at Little Rock 2006 — 2011
BBA
University of Arkansas at Little Rock 1994 — 2004
BBA
Little Rock Catholic 1990 — 1993
Zurich Insurance Company Ltd. January 2013 - Present
Farmers Insurance June 2010 - January 2013
Farmers Insurance January 2010 - June 2010
Kemper Investors Life Insurance Company March 2008 - January 2010
Kemper Investors Life Insurance Company June 2006 - March 2008
Kemper Investors Life Insurance Company June 2003 - June 2005
Farmers New World Life January 2001 - June 2003
Farmers New World Life Insurance Company August 1992 - January 2001
John Hancock June 1989 - August 1992
Skills
Underwriting, Risk Management, Marketing, Analysis, Life Insurance, Project Management, Strategic Planning, Financial Analysis, Insurance, Management, General Insurance, Reinsurance, Finance, Risk Assessment, Financial Modeling, Actuarial Science, TPA, Financial Risk, Property & Casualty..., Team Building, New Business Development, Project Planning, Product Development, Financial Reporting, Commercial Insurance
Education
University of Washington 1998 — 2002
MBA
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
P/E Investments LLC December 2010 - Present
DKH Investments January 2009 - November 2010
Carruth Management March 2001 - December 2008
BSAS 1997 - 2002
Wellesley Group, Inc. 1999 - 2000
CCC Alliance 1994 - 1999
Freedom Capital 1991 - 1995
John Hancock 1989 - 1994
The Boston Company 1987 - 1989
Interactive Data 1983 - 1987
Skills
Investments, Alternative Investments, Hedge Funds, Due Diligence, Investor Relations, Mutual Funds, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Management, Investment Strategies, Investment Advisory, Analysis, Portfolio Management, Capital Markets, Financial Markets, Asset Managment, Wealth Management, Emerging Markets, Investment Banking, Mergers & Acquisitions, Financial Analysis, Private Equity, Securities, Trading
Education
University of Cincinnati College of Business 1974 — 1978
BBA, Accounting
University of Houston-Clear Lake
MBA, FInance
John Hancock July 2003 - Present
Skills
Mutual Funds, Series 6, 401k, Retirement Planning, Life Insurance, Series 63, Series 7, Pensions, Retirement, Insurance, Employee Benefits, Investments, Fixed Annuities, Financial Services, Asset Allocation, Retirement Plan..., Relationship Management
Education
Susquehanna University 1985 — 1989
Bachelor of Science, Finance
Wolverine Worldwide August 2014 - Present
Wolverine Worldwide April 2009 - Present
Putnam Investments July 2006 - February 2009
Knapp Schenck & Company 2005 - 2006
John Hancock 2004 - 2005
Hearthstone Realty 2000 - 2003
Skills
Outlook, Public Relations, Sales, Retail, Marketing, Microsoft Excel, Teamwork, Merchandising, Time Management, Marketing Strategy, Visual Merchandising, Inventory Management, Social Media Marketing, Market Research, Fashion
Education
Taylor University 1999 — 2004
BA, International Business
Preferred Homecare September 2015 - Present
Preferred Homecare January 2015 - September 2015
Apria Healthcare November 2002 - January 2015
John Hancock June 1999 - October 2002
NM Educational Assistance Foundation March 1997 - May 1999
Skills
HIPAA, Medicare, SDLC, Healthcare Industry, Healthcare, Data Analysis, Visio, Essbase, Security Analysis, Access, Financial Modeling, Movex, Business Analysis, Lotus Notes, Process Improvement, Insurance, Software Documentation, Business Requirements, Cognos, Requirements Gathering, Management, Customer Service, Team Building, Healthcare Management, Training, Operations Management, Leadership
Education
The University of New Mexico 1998 — 1999
Business
Pacific International Capital, LLC February 2011 - Present
World Stage Racing / Speed Wong Racing March 2010 - Present
Galaxy4Gamers December 2009 - Present
DMH Holding Co. January 2000 - Present
CB Capital Partners June 2008 - January 2010
Ernst & Young LLP March 2006 - July 2008
FMV Capital Markets January 2002 - March 2005
John Hancock 2001 - 2002
Skills
Private Equity, Valuation, Venture Capital, Investment Banking, Business Valuation, Private Placements, Financial Modeling, Mergers, Start-ups, Investments, Corporate Finance, Business Strategy, Financial Analysis, Capital Markets, Equities, Divestitures, Debt, Due Diligence, Structured Finance, Restructuring, Business Development, Wealth Management, Corporate Development, Capital, Executive Management, Emerging Markets, Entrepreneurship, Managerial Finance, M&A experience, Mergers & Acquisitions, Corporate Governance, Alternative Investments, Financial Structuring, LBO, IPO, Joint Ventures, Portfolio Management, Hedge Funds, Strategy
Education
University of California, San Diego - The Rady School of Management 1996 — 2000
Business, Management Science
Stax Inc. November 2014 - Present
Stax Inc. 2014 - 2014
Merrill Lynch October 2011 - February 2012
Washington University in St. Louis School of Law April 2010 - December 2010
FIDA - Kenya May 2009 - August 2009
Legal Sea Foods December 2007 - July 2008
John Hancock March 2007 - June 2008
Skills
Legal Writing, International Law, Research, Editing, Government, Finance, Legal Research, Westlaw, Litigation, Corporate Law, Due Diligence
Education
Fullbridge Program 2013 — 2013
Business
Washington University in St. Louis School of Law 2008 — 2011
Doctor of Law (J.D.)
Tufts University 2002 — 2006
BA, International Relations
John Hancock Investments November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2007 - Present
john hancock 2004 - 2009
john hancock 2004 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2005 - May 2007
Skills
Leadership, Microsoft Excel, Training, Mutual Funds, Financial Analysis, Business Analysis, Data Integration, Data Analysis, Data Management, Data Integrity, Reporting & Analysis, Segmentation, SAS E-Guide, Sales Operations, Regression Analysis, Territory Alignment, Territory Optimization, Territory Segmentation, Access, Competitive Intelligence, Business Intelligence, Market Intelligence, Finance
Education
Suffolk University - Sawyer Business School 2007 — 2009
Master's, Finance
Western New England College 1999 — 2003
Bachelor's of Science, Business Administration and Management, General
John Hancock May 2011 - Present
Northwestern Mutual 2009 - 2010
Bank of America 2007 - 2009
PPS Parking 2007 - 2008
The Accounting Offices of Bradley L. Hogan July 2005 - August 2006
Skills
Strategic Financial..., Estate Planning, Wealth Accumulation, Retirement Planning, Insurance, Mutual Funds, Long-term Care, Investments, Life Insurance, Risk Management, Portfolio Management, Series 7, Equities, Financial Analysis, Financial Services, Series 63
Education
University of California, Irvine 2006 — 2010
B.S., Economics
Doonan, Graves, and Longoria December 2012 - Present
Suffolk Juvenile Defenders Clinic September 2010 - January 2011
Cetrulo & Capone June 2010 - August 2010
Clubhouse Family Services January 2010 - May 2010
Rockland Montessori School September 2006 - June 2007
Prousalis &Papantonakis December 2002 - December 2004
Katz and Rudnick October 2001 - December 2001
John Hancock September 2000 - October 2001
Michael C December 1999 - June 2000
Kirkpatrick and Lockhart December 1998 - June 1999
Skills
Legal Research, Legal Writing, Courts, Trials, Hearings, Depositions, Arbitration, Legal Documents, Editing, Research, Motions, Litigation, Westlaw, Civil Litigation, Criminal Law, Criminal Defense, Corporate Law, Personal Injury, Mediation
Education
Suffolk University Law School 2009 — 2011
Juris Doctor, Law
Northeastern University 1998 — 2001
Bachelor of Science, Criminal Justice
John Hancock Investments September 2013 - Present
John Hancock 2007 - Present
Skills
Financial Reporting, Mutual Funds, Bloomberg, Equities, Investments, Accounting, Asset Management, Finance
Education
University at Buffalo 1994 — 1998
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services April 2010 - January 2015
John Hancock Life Insurance Company (U.S.A.) August 1996 - March 2010
John Hancock August 1996 - February 2010
Skills
Profit Sharing, Retirement Plan..., 401k, Fixed Annuities, Mutual Funds, Series 63, Defined Contribution, Retirement, ERISA, Series 7, Retirement Planning, IRAs, Wealth Management, Pensions, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Health Insurance, Fiduciary, Portfolio Management, Life Insurance, Term Life Insurance, ETFs, Securities, Asset Allocation, Asset Management, Financial Services, Wealth, Investment Strategies, Series 65, Separately Managed..., Executive Pay, Employee Benefits, Relationship Management, Investment Management, Qualified Retirement..., Series 24, Wealth Management..., Alternative Investments, Financial Planners, Long-term Care, 401k Rollovers, Estate Planning, Variable Annuities
Education
Texas A&M University 1990 — 1993
BA, English
John Hancock Sales RepresentativeRISO, Inc.April 2003 - April 2005
Education
Trent University 1998 — 2002
BBA,BSC, Business, Computer Science
Bankers Life June 2014 - Present
Allstate Financial Services, LLC May 2014 - Present
Combined Life January 2011 - December 2012
Morgan Stanley Wealth Management January 2010 - January 2011
John Hancock January 2007 - January 2010
MetLife January 2006 - January 2007
Colonial Supplemental Insurance/Paul Revere January 2005 - January 2006
AXA Advisors LLC January 2001 - January 2004
HSBC Bank January 1999 - January 2001
Ingram Micro January 1995 - January 1999
Skills
Strategic Financial..., Insurance, Series 7, Portfolio Management, Investments, Equities, Asset Managment, Financial Modeling, Fixed Income, Series 63, Financial Analysis, Mutual Funds, Financial Services, Leadership, Management, Employee Benefits, 401k, Retirement Planning, Disability Insurance, Life Insurance
Education
St. Bonaventure University 1992 — 1995
Master of Business Administration, Finance/Accounting
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Finance
Verizon 2014 - Present
Verizon Business 2006 - 2013
MCI Corporation 1995 - 2006
John Hancock 1995 - 1995
Skills
Essbase, Financial Analysis, Strategic Financial..., Financial Modeling, Analysis, Process Improvement, Forecasting, Variance Analysis, Business Analysis, Program Management, Financial Reporting
Education
University of Georgia - Terry College of Business 1990 — 1995
BBA, Finance
John Hancock February 2014 - November 2014
WGBH January 2013 - May 2013
Malama Maunalua July 2012 - August 2012
Mission Houses Museum June 2010 - July 2010
American School in Japan July 2009 - August 2009
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), English Literature
The American School in Japan 1996 — 2009