John Hancock
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John Hancock Employees
Vanderbilt University August 2013 - Present
Johnson & Johnson 2014 - 2014
Nike 2011 - 2013
Filigree Advisors 2008 - 2011
M Financial Group 2003 - 2008
John Hancock 2002 - 2002
WingMen 2002 - 2002
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy, Human Organizational Performance, International Studies
University of Puget Sound
BS, Mathematics
University of Oregon
Sunset High School
Jesuit High School
High Country Executive Search 2012 - Present
Robert Half Executive Search 2009 - 2012
Ohio National Financial Services July 2007 - 2009
Transamerica July 2005 - July 2007
John Hancock January 2005 - July 2005
Transamerica Capital Inc August 2002 - February 2005
Skills
Mutual Funds, Life Insurance, Fixed Annuities, Technology Recruitment, Executive Search, Networking, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Cold Calling, Relationship Management, Insurance, Temporary Placement, College Recruiting, Technical Recruiting, Building Relationships, Financial Services, Sourcing, Account Management, Training, Temporary Staffing, CRM, Internet Recruiting, Leadership, Contract Recruitment, Management, Sales, Finance, Financial Analysis, Start-ups, Interviews
Education
University of Oregon 1998 — 2002
Bachelor of Science, Psychology
William J. Palmer 1995 — 1998
Ultimate Software August 2008 - Present
ADP September 2002 - August 2008
Ultimate Software January 2001 - September 2002
ADP July 1999 - December 2000
John Hancock January 1998 - July 1999
Skills
SaaS, Salesforce.com, Solution Selling, Business Development, Cloud Computing, Account Management, Sales Process, Enterprise Software, Cold Calling, CRM, Personnel Management, Performance Management, Professional Services, Strategic Planning, Strategic Partnerships, Recruiting, Employee Benefits, Direct Sales, Lead Generation
Education
University of Oklahoma 1993 — 1997
BS, Finance
Ernst & Young February 2013 - Present
OptumHealth December 2011 - November 2012
OptumHealth Financial (United HealthCare) January 2010 - December 2011
John Hancock March 2008 - September 2009
John Hancock September 2006 - March 2008
Manulife Financial September 2003 - September 2006
Wood Logan Associates - acquired by Manulife Financial August 1998 - September 2003
Skills
CRM, Strategy, Salesforce.com, Program Management, Leadership, Business Development, Product Management, Business Intelligence, Management, Strategic Planning, Sales, Project Management, Cross-functional Team..., Business Strategy, Analytics, Sales Operations, Cloud Computing, Outsourcing, Business Process, Performance Management, B2B, Series 7, Series 63
Education
University of Saint Thomas 1995 — 1997
MA
University of Minnesota-Twin Cities 1988 — 1992
BA
Stillwater High School
TD August 2010 - September 2013
Columbia Management August 2002 - August 2010
John Hancock August 1999 - August 2002
Skills
Mutual Funds, Leadership Development, Team Leadership, Public Speaking, Process Improvement, SDLC, Quality Assurance, Risk Management, Software Documentation, Banking, Business Requirements, Visio, Business Analysis, Credit, Financial Services
Education
University of Maine 1992 — 1997
BA, Public Management
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - April 2013
John Hancock February 2009 - November 2010
John Hancock May 2006 - February 2009
Manulife Financial July 2002 - May 2006
Fidelity Investments 1991 - 1994
Skills
Leadership Development, Performance Management, Employee Engagement, Talent Management, Facilitation, Virtual Facilitation, Presentations, Organizational..., Cultural Education, Collaboration, Facilitators, Staff Development, Training, Workshop Facilitation, Process Improvement, E-Learning, Project Management, Management Consulting, Thought Leadership, Strategic Planning, Leadership, Instructional Design, Management, Business Analysis, Strategy, Coaching, Workforce Planning, Succession Planning, Performance Improvement, Organizational..., Training Delivery, Recruiting, Six Sigma
Education
University of Maine 1986 — 1991
BA, English
Scituate High School 1983 — 1986
Willis February 2015 - Present
Urban Produce, LLC October 2014 - Present
Gizmo Beverages January 2012 - Present
Bus and Coach America January 2014 - Present
Boy Scouts of America February 2011 - Present
Greater Los Angeles Zoo Association May 2007 - August 2014
Aon Risk Solutions January 2011 - February 2014
Hoffman Video Systems June 1998 - May 2010
John Hancock January 1994 - May 1998
Skills
Competitive Analysis, Strategic Financial..., Valuation, Cross-functional Team..., Marketing Strategy, Sales, Management, Start-ups, Entrepreneurship, Strategy, Business Strategy, Business Development, Mergers & Acquisitions, Strategic Planning, Budgets, Team Building, Professional Liability, Employment Practices..., Commercial Insurance, Executive Management, Marketing, Risk Management, Strategic Partnerships, New Business Development, Fundraising, Business Planning, Social Media Marketing, Program Management, Leadership
Education
University of Washington 1985 — 1989
BA
University of Southern California 1984 — 1985
Bachelor of Arts (B.A.)
Acalanes 1981 — 1984
John Hancock Financial Services June 2015 - Present
John Hancock Retirement Plan Services December 2012 - Present
Quincy City Council January 2012 - Present
Morgan Stanley Smith Barney December 2009 - February 2011
Sovereign Bank Investment Services 2011 - 2011
John Hancock June 2007 - December 2009
Skills
Mutual Funds, Retirement, Investments, Series 7, Series 63, Asset Allocation, Fixed Annuities, Asset Managment, Securities, Wealth Management, 401k, Retirement Planning, Alternative Investments
Education
University of Massachusetts Dartmouth 1999 — 2002
Bachelor, Business
New England Carpet & Flooring, LLC March 2005 - Present
MFS Investment Management 1995 - 2005
John Hancock 1989 - 1994
Boston Financial Data Services 1986 - 1989
Skills
Property Management, Flooring, Vendor Management, Pricing, Strategic Planning, New Business Development, Retail, Team Building, Customer Service, Contract Negotiation, Sales, Apartments, Budgets, Carpet, Account Management, Business Development, Sales Management, Selling, Start-ups, Marketing, Operations Management, Strategy
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Economics/History
Xaverian Brothers High School 1978 — 1982
Marilyn's Treats October 2013 - Present
John Hancock September 1988 - September 1995
Skills
Microsoft Office, Microsoft Excel, Customer Service, Food, Strategic Planning, Social Networking, Social Media, Event Planning, Public Relations, Facebook, Copywriting, Forecasting, Event Management, Social Media Marketing, WordPress, Blogging, Online Marketing, Marketing, Creative Writing, Editing, Newsletters
Education
University of Michigan 1994 — 1994
Associate's degree, Music
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Transamerica Retirement Services November 2008 - Present
John Hancock 2004 - 2008
Skills
Insurance, Retirement, 401k, Mutual Funds, Project Management
Education
University of Massachusetts, Amherst 1992 — 1997
Financial Designs, Inc. January 2011 - Present
Cambridge Investment Research July 2007 - Present
Bank of America September 2005 - June 2007
John Hancock January 2001 - September 2005
Zurich Kemper Life 1997 - 2001
Skills
Series 7, Series 63, Insurance, Life Insurance, Disability Insurance, Mutual Funds, 401k, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Health Insurance, Financial Services, Portfolio Management, Employee Benefits, Finance, Securities, IRAs, Investment Advisory, Long Term Care Insurance, Estate Planning, Strategic Financial..., Financial Planners
Education
University of Missouri-Kansas City 1993 — 1997
BS, Business Communications
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services June 2010 - December 2012
John Hancock Financial Services November 2008 - June 2010
John Hancock Financial Services June 2004 - November 2008
John Hancock July 2001 - June 2004
Harvard Pilgrim Health Care 1996 - 2000
American Survey 1993 - 1994
Skills
Life Insurance, Financial Services, Disability Insurance, Employee Benefits, Series 6, Change Management, Fixed Annuities, Lotus Notes, Long-term Care, 401k, Mutual Funds, Series 7, Health Insurance, Pensions, Retirement, Brokers, Series 63
Education
University of Massachusetts, Amherst 1985 — 1989
BA, English
Reliant Medical Group March 2010 - Present
ING August 2006 - February 2010
CitiStreet July 2001 - August 2006
John Hancock 2000 - 2001
Massachusetts Teachers' Retirement System 1999 - 2000
Skills
Training, Human Resources, ERISA, CRM, Defined Benefit, Project Management, Process Improvement, Retirement, Pensions, Mutual Funds, Analysis, 401k, Curriculum Development, Employee Benefits, Change Management, Management, Leadership, Financial Services, Business Analysis, Relationship Management, Investments, Customer Service, Finance, Employee Training, Vendor Management, Microsoft Excel, Financial Analysis, PowerPoint, Nonprofits, Research, Public Speaking, Business Process..., Administration, Microsoft Word, Employee Engagement, Customer Relations, Staff Development, Benefits Administration, Data Analysis, Strategy, HIPAA, Due Diligence, Troubleshooting, Relationship Building, Presentations, Internal Audit, Business Process, Business Requirements, Outlook, Program Development
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelors, Communications
Natick High
Natick High
Natick High School
eBay Enterprise Marketing Solutions February 2014 - Present
eBay Enterprise Marketing Solutions March 2013 - January 2014
eBay Enterprise Marketing Solutions September 2010 - February 2013
eBay Enterprise Marketing Solutions January 2010 - September 2010
Extraprise March 2008 - January 2010
John Hancock August 2007 - March 2008
NewCastle Media January 2001 - August 2007
Center for Marketing Research January 2007 - May 2007
Skills
PHP, HTML, CSS, XML, SOAP, SQL, MySQL, PL/SQL, Email Marketing, E-commerce, CRM, Databases, Analytics, JavaScript, HTML 5, jQuery, Web Services, Strategy, Web Development
Education
University of Massachusetts Dartmouth 2003 — 2007
BS, Marketing
Wells Fargo January 2015 - August 2015
Santander Bank, N.A. August 2014 - November 2014
Natick Green Condominium April 2014 - July 2014
JPMorgan Chase January 2014 - January 2014
State Street May 2013 - September 2013
State Street November 2012 - April 2013
State Street July 2011 - April 2012
The Boston Company Asset Management (Division of BNY/Mellon) February 2003 - January 2009
John Hancock 1999 - July 2002
Skills
Access, Fund Accounting, Bloomberg, Settlements, Excel, Microsoft Excel, Settlement, Investments, Fixed Income, Business Analysis, Mutual Funds, Financial Services, Strategic Financial..., Process Improvement, Equities, Securities, Portfolio Management, Derivatives, Trading, Analysis, Accounting, FX Options, Banking, Financial Modeling, Corporate Actions, Relationship Management, Account Reconciliation, Asset Management, Financial Reporting, Financial Planning, Data Analysis
Education
University of Massachusetts, Amherst
B.B.A., Business & Marketing
INSURITAS Insurance Aisle Management February 2014 - Present
Coldwell Banker Residential Brokerage April 2010 - February 2014
John Hancock October 2007 - April 2010
Eastern Propane & Oil May 2007 - October 2007
Enterprise Rent-A-Car February 2007 - April 2007
Ruby Tuesday November 2005 - May 2006
BayRing Communications October 2000 - October 2005
Skills
Customer Service, Event Planning, Microsoft Office, Real Estate, Microsoft Excel, Microsoft Word, Outlook, Administrative..., PowerPoint, Access, Time Management, Variable Annuities, Purchase & Sale..., Process Improvement, Customer Satisfaction, Telecommunications, Financial Services, Troubleshooting, Hospitality Management, Telecommunications..., Hospitality, Office Administration, Telephone Skills, Accounts Payable, Invoicing, Data Entry
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Hospitality Management
The Guardian Life Insurance Company of America November 2011 - Present
Edson Group REALTORS at Godin Real Estate August 2001 - November 2011
Beremco, Inc. Property Management 2000 - November 2011
John Hancock December 1999 - August 2001
Allmerica Financial March 1993 - December 1999
Skills
Tableau, Insurance, Fixed Annuities, Disability Insurance, Investments, Strategic Planning, Life Insurance, Long-term Care, Retirement, Customer Service, Process Improvement, Strategic Financial..., Marketing Strategy, Retirement Planning, IRAs, Mutual Funds, Real Estate, Health Insurance, Public Speaking, Series 7, Estate Planning, Microsoft Excel, Access Control
Education
University of Massachusetts, Amherst 1991 — 1993
MBA
Williams College 1985 — 1989
BA, Psychology
Phochal's Art January 2010 - Present
John Hancock June 2007 - September 2009
JPMorgan Chase May 2006 - June 2007
BlackRock Formerly State Street Research August 2000 - February 2005
Skills
Project Management, Recruiting, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Financial Services, Hedge Funds, Investments, Asset Managment, Portfolio Management, Process Improvement, Financial Analysis, Relationship Management, Derivatives, Risk Management, Business Analysis, Accounting, Series 7
Education
University of Massachusetts Boston 1996 — 2001
BS, Management
Stoneriver Life Portraits July 2003 - Present
John Hancock July 2002 - July 2003
PDMA Inc January 2001 - March 2002
IBM Corporation May 1998 - January 2001
National Foundation Life Insurance Co. 1976 - 1997
Skills
Software Implementation, Requirements Analysis, Analysis, Requirements Gathering, Business Analysis, Problem Solving, Customer Relations, Software Project..., XML, Testing
Education
University of Oklahoma 1970 — 1971
Education
State College of Arkansas 1969 — 1970
John Hancock January 2011 - Present
Cadence Capital Management March 1999 - January 2011
Fleet Bank August 1997 - February 1999
Fleet Bank May 1992 - August 1997
Fitch-IBCA 1987 - 1992
Westpac Banking Corp 1984 - 1987
Skills
Performance Analysis, Portfolio Attribution, Fixed Income, Equities, Mutual Funds, Investment Analysis, Strategic and Marketing...
Education
University of South Carolina - Darla Moore School of Business 1981 — 1983
MBA, International Business
Vertex Pharmaceuticals 2009 - Present
Ecora Software August 2007 - May 2009
Genesis Associates 1998 - 2009
IBM Global Services 2003 - 2007
John Hancock 1996 - 2004
Skills
Virtualization, Unix, VMware, Disaster Recovery, VMware ESX, Servers, Solaris, AIX, Infrastructure, Windows Server, Integration, Enterprise Architecture, SAN, Data Center, Hardware, ITIL
Education
University of Massachusetts Lowell 1981 — 1984
Curry College February 2007 - Present
One Beacon Insurance October 2000 - August 2003
John Hancock March 1986 - June 1999
Skills
PL/SQL, Database Administration, Testing, Troubleshooting, Microsoft Office, SQL, Servers, Research, Higher Education, Oracle, Databases, Teaching, Curriculum Development, Data Analysis, Quality Assurance
Education
University of Massachusetts Dartmouth 1982 — 1986
John Hancock Project ManagerMidcoast Internet SolutionsMay 2007 - July 2008
Education
University of Maine 2002 — 2006
BS, Business
TIAA-CREF January 2014 - Present
John Hancock September 2007 - December 2013
John Hancock September 2003 - September 2007
Lazard Asset Management March 2000 - March 2003
CitiStreet 2002 - 2003
Skills
Series 63, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement Planning, Wealth Management, Series 6, Retirement, Insurance, Equities, Financial Services, Asset Allocation, 401k, Series 7, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA, Finance/ Marketing
TIME Financial August 2013 - Present
TIME Financial January 2011 - August 2013
Self February 2007 - January 2011
Clarifinancial July 2007 - November 2010
Gene Pleasants Agency March 2005 - February 2007
John Hancock May 2003 - March 2005
Skills
Life Insurance, Insurance, Strategic Financial..., Financial Planning, Wealth Management, Process Improvement, SEO copywriting, Sales, Technical Communication, Continuous Improvement, Problem Solving, Small Business, Retirement Planning, Innovation, Wealth
Education
Life Office Management Association 2011 — 2013
FLMI, ACS
University of Phoenix 2006 — 2009
Bachelor of Science, Marketing
University of North Carolina at Chapel Hill 1996 — 2000
Music Composition
Providence Senior High School 1992 — 1996
SOE Software May 2010 - Present
SOE Software December 2008 - May 2010
SOE Software July 2008 - December 2008
SOE Software February 2007 - July 2008
Tampa Bay Lightning 2003 - 2008
Geographic Solutions December 2004 - February 2007
John Hancock 2003 - 2004
Premier Medical Consultants, Inc March 1999 - September 2003
Skills
SDLC, Testing, Program Management, Quality Assurance, Leadership, Management, Manual Testing, Project Management, Microsoft SQL Server, Regression Testing, Test Cases, Software Documentation, Business Analysis, Account Management, SQL, Vendor Management, Web Applications, Process Improvement, Requirements Analysis, Enterprise Software, Integration, Technical Support, Troubleshooting, Strategic Planning, HTML, Team Leadership, CSS, Strategy, IT Management, CRM, Sales, JavaScript, Business Development, Team Building, Social Media
Education
University of South Florida 2000 — 2003
BS, Management Information Systems
Clements Worldwide January 2011 - Present
Clements Worldwide June 2007 - December 2010
Clements Worldwide February 2006 - June 2007
John Hancock June 2003 - February 2006
U.S. House of Representatives May 2003 - August 2003
Skills
Insurance, Risk Management, Property & Casualty..., Employee Benefits, Commercial Insurance, Strategic Planning, New Business Development, Business Development, Program Management, Workers Compensation, Contract Negotiation, Training, Underwriting, International Relations, Licensed Property &..., Licensed Life & Health..., Salesforce.com, Political Risk Analysis, Accident Insurance, Business Planning, Liability, Security, Real Estate, Mergers & Acquisitions, Strategic Partnerships, Policy, Disability Insurance, Building Relationships, Negotiation, Leadership, Brokers, Marketing, Life Insurance, Legal Liability, Health Insurance, Account Management, Management, Small Business, Process Improvement, Business Strategy, Finance, Proposal Writing, Pricing, Accounting, Selling, Analysis, Sales Management, Customer Service, Team Building, Professional Liability
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Marketing
University of Pittsburgh 2002 — 2002
Semester at Sea - Spring 2002
MITRE June 2012 - Present
John Hancock April 2005 - June 2012
Skills
Meeting Planning, Corporate Events, Event Planning, Event Management, Trade Shows, Marketing, Social Networking, Fundraising, Social Media Marketing, Sponsorship, Email Marketing, Sales, Budgets, Social Media, Market Research, Customer Service, Marketing Communications, Contract Negotiation, Marketing Strategy, Hospitality, Public Relations, Account Management, Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts, Communication
John Hancock December 2008 - Present
TBG Financial November 2000 - December 2001
Boston Financial Data Services 1996 - 1997
Education
University of Massachusetts Boston
Tonry Insurance Group June 2009 - Present
USI New England November 2004 - May 2008
Mazonson LLC June 2002 - November 2004
Helmsman May 1996 - June 2002
John Hancock 1991 - 1993
Education
University of Massachusetts Lowell 1989 — 1992
BS, Finance
Waterworth Wealth Advisors, LLC May 2011 - Present
Strategic Wealth Management, LLC September 2008 - April 2011
Fidelity Investments 2006 - 2008
Marsh Private Client Services 2002 - 2005
John Hancock 2000 - 2002
Education
University of Nebraska at Omaha 1980 — 1984
BSBA, Economics, Real Estate Investment
Beth Israel Deaconess Healthcare March 2015 - Present
athenahealth May 2010 - January 2015
Fidelity Investments March 2007 - February 2009
Fidelity Investments July 2005 - March 2007
Broadridge (Formerly ADP) December 2000 - July 2005
John Hancock December 1998 - December 2000
Putnam Investments March 1998 - December 1998
Putnam Investments May 1997 - March 1998
Investors Bank & Trust October 1996 - May 1997
Skills
Healthcare Information..., Project Management, Clinical Systems..., PMIS Implementation, EMR Training, System Optimization, Meaningful Use, Software Implementation, Patient Engagement..., Population Health, Ambulatory Revenue..., Clinical System..., Patient Portal, Process Improvement, Business Development, Outsourcing, Contract Negotiation, Strategy, Financial Services, 401k Implementation
Education
University of Massachusetts Lowell
Whelan Scott Asset Management March 2015 - Present
Whelan Asset Management August 2007 - March 2015
CFS, LLC / Guardian / Park Avenue Securities 1995 - August 2007
John Hancock 1992 - 1995
Minnesota Mutual 1991 - 1992
Education
University of New Hampshire 1987 — 1990
Bachelor of Science (B.S.), History
Bergen Catholic High School 1982 — 1986
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
John Hancock January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
Northwestern Mutual Financial Network October 2008 - October 2010
California Closets July 2005 - October 2008
Skills
Retirement Planning, Estate Planning, Insurance, Financial Planning, Annuities, Long Term Care, Succession Planning, Small Business, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, 401k, Series 7, Wealth Management
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Retail Merchandising
Lakeville High School
Equity Premium Investors LP January 2009 - Present
Mailey Consulting June 2006 - Present
Quaker Funds March 2000 - January 2005
Meridan Investment Company October 1997 - June 1999
William Penn Funds December 1989 - June 1997
Centre Square Investment Group November 1988 - November 1989
Neuberger Berman Mgt. Co. July 1986 - November 1988
John Hancock July 1980 - July 1986
Skills
Alternative Investments, Investments, Series 7, Financial Services, Funding, Hedge Funds, Portfolio Management, Risk Management, Marketing, Sales, Equities, Asset Allocation, Asset Management, Estate Planning, Wealth Management, Mutual Funds, Private Equity
Education
University of Notre Dame 1970 — 1974
BBA, Business Management
Shooting Touch, Inc. May 2014 - Present
Granite Telecommunications December 2009 - Present
State Street March 2007 - February 2009
John Hancock March 2001 - March 2007
Ernst & Young August 1998 - March 2001
MasterCard January 1998 - August 1998
Industrial Bank of Japan October 1992 - December 1997
D'Arcy Masius Benton & Bowles July 1987 - October 1992
BASIX Corporation July 1985 - July 1987
Richard A. Eisner & Co. August 1982 - July 1985
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Accounting
NSHS '78 1975 — 1978
Camp Manitou!
US Treasury Department September 2009 - Present
US Treasury Depatment September 2009 - Present
John Hancock 2009 - Present
Eaton Vance 2009 - Present
Massport Authority June 2009 - September 2009
L-com February 2008 - May 2008
Skills
Hardware, Troubleshooting, Technical Support, VMware, XP, Laptops, Management, Windows, Software Installation, Operating Systems, Active Directory, Microsoft Office, Networking, Testing, TCP/IP, Software Documentation, Servers, Storage, System Deployment, Windows Server, Windows 7, Help Desk Support, SharePoint, VPN, Windows XP, Citrix, Visio, Virtualization, Disaster Recovery
Education
University of Massachusetts Boston
BA, Chemistry
Keller Williams Realty Homes & Estates May 2012 - Present
Keller Williams Realty Greater Nassau May 2010 - April 2012
Prudential Douglas Elliman May 2005 - May 2010
Excellen Reo 2009 - 2010
Race Rock Realty, Inc February 2001 - May 2005
John Hancock January 1998 - January 2001
Coach Realtors 1999 - 1999
uss samual gompers 1984 - 1986
Skills
First Time Home Buyers, Investment Properties, Residential Homes, Property, Commercial Real Estate, Short Sales, Sellers, Real Estate Transactions, Buyers, Move Up Buyers, Listings, Buyer Representation, Selling, Foreclosures, REO, Real Estate, New Home Sales, Single Family Homes, Relocation, Investors, Condos, Townhomes, Rentals, Luxury, Real Property, Referrals, Real Estate Development, Negotiation, Agents, Income Properties, e-PRO, FHA, House, Relocation Buyers, Brokerage, Seller Representation, Leases, Listing Homes, National Association of..., Seniors, HUD, Corporate Relocation, 1031 Exchanges, New Homes, Vacation Homes, SFR, ABR, Senior Real Estate, Waterfront, International Real...
Education
University of Mary Washington 1982 — 1983
Science
Veredus September 2015 - Present
TEKsystems October 2012 - September 2015
TEKsystems November 2010 - October 2012
Republican Party of Florida September 2010 - November 2010
John Hancock December 2008 - November 2010
Tampa Bay Buccaneers April 2006 - April 2008
Tampa Bay Storm 2002 - 2005
Skills
Recruiting, Leadership, Management, Business Analysis, Interviews, Project Management, Networking, Temporary Placement, Outsourcing, Enterprise Software, Consulting, Access, Account Management, Administration, Applicant Tracking..., Benefits Negotiation, CRM, Cold Calling, College Recruiting, Contract Recruitment, Customer Service, Desktop Computers, Finance, Financial Services, Help Desk Support, IT Service Management, Information Technology, Insurance, Internet Recruiting, Microsoft Office, Process Improvement, Sales, Screening, Screening Resumes, Service Delivery, Staff Augmentation, Staffing Services, Talent Acquisition, Team Leadership, Technical Recruiting, Temporary Staffing, Training, Vendor Management, Quality Assurance, SDLC, Salesforce.com, Software Development, Program Management, Systems Analysis, Testing
Education
University of South Florida 2002 — 2007
B.A., Mass Communications
AIG January 2014 - Present
SunAmerica June 2012 - December 2013
Sun Life Financial June 2010 - 2012
John Hancock October 2007 - June 2010
Boston Red Sox 2005 - 2007
Skills
Series 6, Series 63, Strategic Financial..., Financial Analysis, Mutual Funds, Insurance, Health Insurance, Fixed Annuities, Retirement, Retirement Planning, 401k, Securities, Financial Services, Life Insurance, Investments, FINRA, Asset Allocation
Education
University of Massachusetts, Amherst
The Christopher Group March 2015 - Present
Self-Employed December 2007 - March 2015
Town of Castine, Maine April 2012 - November 2013
Blue Hill Peninsula Chamber of Commerce May 2006 - July 2010
Herreshoff Marine Museum/America's Cup Hall of Fame March 2002 - May 2004
DefendNet Solutions August 2000 - April 2001
USAMedSearch August 1999 - July 2000
John Hancock June 1998 - November 1999
Galerie Noel, Ltd. December 1996 - August 1997
Skills
Fundraising, Public Relations, Event Planning, Start-ups, Event Management, Marketing, Small Business, Public Speaking, Team Building, New Business Development, Business Planning, Strategic Planning, Marketing Strategy, Leadership Development, Business Strategy, Team Leadership, Management Consulting, Business Development, Recruiting, Non-profits, Economic Development, Social Media, Organizational..., Program Development, Microsoft Office, Community Outreach, Nonprofits, Customer Service, Project Management, Community Development, Project Planning, Human Resources, Policy, Workshop Facilitation, Mentoring, Customer Relations, Problem Solving, Performance Management, Employee Relations, Coaching, Administration, Community Relations, Excel, PowerPoint, Word, Site Selection, Community Organizing, Team Management, Membership Development, Member Relations
Education
University of Massachusetts at Amherst 1986 — 1990
Bachelor's degree, Hotel, Restaurant and Travel Administration
University of Massachusetts, Amherst 1986 — 1990
B.S., Hotel, Restaurant & Travel Administration
SecZetta 2011 - Present
Systems Evolution, Inc. 2009 - 2011
Partners HealthCare 2006 - 2009
John Hancock 2006 - 2006
UBS Investment Bank 2004 - 2006
Omniworks Consulting, Inc. 2003 - 2004
PricewaterhouseCoopers 1999 - 2002
Skills
Information Security, Governance, Consulting, Professional Services, Business Process, Management, Identity Management, PMO, Information Technology, Leadership, IT Management, Strategy, SDLC, Cross-functional Team..., Sales, Business Development, Information Assurance, Risk Management, Business Analysis, Compliance, Identity Assurance
Education
University of North Carolina at Charlotte
BS
John Hancock 2010 - Present
Boston University School of Management 2005 - March 2010
Right Management Consultants 2001 - 2005
State Street 1999 - 2001
Education
University of Massachusetts, Amherst 1995 — 1999
Sharon High School 1991 — 1995
Spot On Ventures March 2014 - Present
Capital Hotel Management July 2011 - February 2014
John Hancock May 2011 - July 2011
Omni Hotels January 2011 - May 2011
F as in Flowers June 2008 - November 2010
Ashworth by the Sea February 2010 - May 2010
Botanica August 2008 - December 2009
Golf Club of New England April 2008 - August 2009
Skills
Hotels, Hospitality Management, Hospitality Industry, Hotel Management, Hospitality
Education
University of New Hampshire 2007 — 2011
BS, Hospitality Management
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Hospitality
UnitedHealthcare July 2001 - Present
Combined Service LLC October 1996 - February 2000
John Hancock December 1985 - October 1995
Skills
Employee Benefits, Dental, Renewals, Health Savings Accounts, Long Term Care, New Business Development, Medicare, Brokers, COBRA, FSA, Insurance, Annuities, HRAs, Group Health, Mutual Funds, Health Insurance, Group Insurance, Long-term Care, Term Life Insurance, Managed Care, HRA, Fixed Annuities, Dentistry, Self-funded, HMO, Disability Insurance, Health Care Reform, Life Insurance, PPO, Health Policy, Underwriting
Education
University of New Hampshire 1981 — 1985
Political Science and Government, Business minor
ING Insurance Services, Inc. October 2010 - Present
ING May 2001 - October 2010
ING/Aetna Financial Services September 2000 - May 2001
John Hancock January 1997 - August 2000
Skills
Management, Process Improvement, Insurance, Securities, Fixed Annuities, Sales, New Business Development, Coaching, Variable Annuities, Mutual Funds, Series 7, Series 24, Life & Health Insurance..., Due Diligence, Salesforce.com, Series 63, Leadership
Education
Western New England College School of Law 2001 — 2005
JD, Law
University of Massachusetts Boston 1994 — 1996
BA, English
Federated MDT Advisers March 2012 - Present
Federated Investors August 2007 - March 2012
John Hancock November 2004 - April 2007
Conchango April 1997 - August 2004
Skills
IT Strategy, Disaster Recovery, ITIL, Enterprise Software, Infrastructure, Technical Support, Microsoft Certified..., Active Directory, IT Management, Data Center, Vendor Management, VMware, Windows Server, Virtualization, SharePoint, Microsoft Exchange, SDLC, Servers, Cloud Computing, IT Service Management, VMware ESX, Enterprise Architecture, Business Continuity, Microsoft SQL Server, Information Technology, SQL, Integration, Outsourcing, IT Operations, Security, Solution Architecture
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
MFS Investment Management May 1998 - Present
John Hancock April 1994 - May 1998
Skills
VMware, Virtualization, Citrix, Microsoft Exchange, Servers, Active Directory, Disaster Recovery, NAS, Vendor Management, Enterprise Architecture, SharePoint, Infrastructure, DHCP, Enterprise Software, Architecture, Windows, Technical Support, VMware ESX, SAN, Data Center, Business Continuity, Solaris, Server Architecture
Education
University of Massachusetts Lowell 1980 — 1985
MedHOK Healthcare Solutions November 2012 - May 2013
Convene Technologies August 2012 - November 2012
University of South Florida August 2010 - May 2012
HSBC September 2006 - November 2009
WellCare July 2005 - September 2006
John Hancock 2003 - 2005
St. Petersburg College 2000 - 2001
Skills
SDLC, Visio, Software Project..., Business Analysis, Requirements Gathering, Quality Center, Systems Analysis, Requirements Analysis, PMP, SharePoint, Resource Management, MS Project, IT Strategy, Quality Assurance, Project Portfolio..., Project Management, Program Management, Vendor Management, PMO, Testing, User Acceptance Testing, SOA, Business Intelligence, Leadership, Integration, IT Management, Business Requirements, Business Process..., Change Management, Software Documentation, Management, Cross-functional Team..., Business Process
Education
University of South Florida 2009 — 2012
MS/MBA, MS in Entrepreneurship/MBA
University of South Florida 2001 — 2003
BA, Management Information Systems
RLC Events March 2007 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments June 2005 - March 2007
John Hancock October 1999 - May 2005
Harbor View Hotel & Resort and Kelley House on Martha's Vineyard 1991 - 1994
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Trade Shows
Education
University of New Hampshire - Whittemore School of Business and Economics 1982 — 1986
BS, Hotel/Motel Administration/Management
Liberty Mutual Insurance December 2011 - Present
John Hancock February 2006 - December 2011
Skills
Financial Analysis, Essbase, Bloomberg, Financial Accounting, Financial Modeling, Financial Reporting, Forecasting, Strategic Financial..., Investments, Accounting, Financial Services, Account Reconciliation, Management, Microsoft Excel, Portfolio Management, Risk Management, Business Analysis, Financial Planning, Leadership
Education
University of Massachusetts Lowell 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
University of Massachusetts at Lowell 1998 — 2002
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
State Street Bank 2013 - Present
Yale University March 2011 - February 2012
John Hancock 2012 - 2012
A.P Moller - Maersk A/S, Denmark, Copenhagen January 2009 - June 2010
Maersk Line June 2007 - December 2008
A.P.Moller - Maersk A/S May 2005 - May 2007
Maersk Kanoo UAE LLC May 2002 - April 2005
Mars February 2001 - May 2002
Skills
Process Improvement, Strategy, Six Sigma, Project Management, CRM, Business Process, Outsourcing, Management, Change Management, Lean Transformation, Project Planning, Quality Assurance, Business Analysis, Business Strategy, Training, Leadership, Service Delivery
Education
Copenhagen, Performance Institute
Pune University, Sinhgad College
BS
University of Pune
B.S
Southern New Hampshire University June 2013 - Present
NHHEAF Network Organizations September 2011 - November 2012
NHHEAF Network Organizations March 2011 - January 2012
New England College November 2009 - March 2011
John Hancock January 2008 - September 2010
Circuit City September 2006 - January 2008
Skills
Event Planning, Public Speaking, Program Development, Microsoft Office, Higher Education, Customer Service, Nonprofits, Leadership, PowerPoint, Data Analysis, Social Media, Team Building, Community Outreach
Education
University of New Hampshire 2002 — 2006
B.A., Political Science
JP Morgan Chase April 2005 - Present
JPMorgan Chase 2005 - Present
John Hancock July 2001 - February 2005
SITECH INC January 2001 - July 2001
Education
University of South Florida 1997 — 2000
John Hancock Financial Services September 2009 - Present
John Hancock December 2006 - September 2009
Skills
Recruiting, Sales, Salesforce.com, Process Improvement, Investments, Financial Services, Employee Benefits, Customer Service, Business Development, Business Analysis, Account Management
Education
University of Massachusetts Dartmouth 1998 — 2000
Marketing
Lincoln Sudbury RHS 1994 — 1998
High school Diploma
Basis Technology January 2013 - Present
Basis Technology December 2008 - December 2012
PTS Consulting Japan K.K. March 2006 - April 2008
Eaton Consulting Group (Currently Aperian Global) January 2005 - May 2005
John Hancock November 2000 - August 2001
Skills
Process Improvement, Project Management, Project Planning, Management, Program Management, Start-ups, Business Development, Salesforce.com, CRM, Product Management, Team Leadership, Enterprise Software, Account Management, Cloud Computing, Strategy, Training
Education
University of Massachusetts Boston 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Ironwood Pharmaceuticals January 2013 - Present
DentaQuest May 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) May 2008 - August 2010
Staples May 2007 - May 2008
John Hancock May 2000 - May 2007
Thomson Financial October 1999 - May 2000
Beth Israel Deaconess Medical Center August 1998 - October 1999
Alternative Resources Company June 1997 - August 1998
SunGard May 1995 - June 1997
Skills
Disaster Recovery, Unix, Windows, Security, Virtualization, Data Center, ITIL, Active Directory, Business Continuity, IT Operations, Incident Management, Information Technology, Microsoft SQL Server, Networking, Software Documentation, System Administration, Troubleshooting, Windows Server, Business Process..., Project Management, Technical Support, Change Management, Vendor Management
Education
University of Massachusetts Lowell 1995 — 1997
John Hancock 1998 - Present
Skills
Web Project Management, Project Management, Web Analytics, SDLC, Business Analysis, Project Portfolio..., Process Improvement, Vendor Management, PMO
Education
University of Massachusetts, Amherst 1995 — 1997
University of Massachusetts Dartmouth 1993 — 1995
Global Atlantic Financial Group August 2015 - Present
John Hancock May 2006 - Present
The Hanover Insurance Group January 2005 - April 2006
The Hanover Insurance Group 2000 - 2006
The Hanover Insurance Group 1997 - 2000
Skills
Accounting Policy, Technical Accounting, Financial Reporting, Insurance, Accounting, US GAAP, Statutory, IFRS, SEC reporting, Reporting & Analysis, 10Q, Ad Hoc Reporting
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration, Accounting
Kenneth J. Krichbaum September 2013 - Present
John Hancock Retirement Plan Services 2011 - June 2013
John Hancock October 2001 - June 2013
Nationwide Insurance February 1998 - October 2001
Skills
Series 63, 401k, Pensions, Mutual Funds, Investment Advisory, FINRA, Retirement Planning, Retirement, Asset Allocation, Fixed Annuities, Series 6, Employee Benefits, Defined Benefit, Retirement Plan..., Variable Annuities, Profit Sharing, Qualified Retirement..., IRAs
Education
University of Nebraska-Lincoln 1966 — 1970
Bachelor of Arts (B.A.), Sociology
John Hancock Financial Services March 2013 - Present
John Hancock Financial Services January 2012 - March 2013
John Hancock April 2007 - December 2011
Standard & Poor's Financial Communications 2000 - 2007
McGraw-Hill Professional 2000 - 2007
Liberty Publishing, Inc. October 1996 - April 2000
Jones Company February 1992 - October 1996
Skills
Investments, Financial Services, Marketing, Mutual Funds, Management, Project Management, Integrated Marketing, Strategy, Retirement, Wealth Management, 401k, Insurance, Relationship Management, Retirement Planning, Finance
Education
University of Massachusetts, Amherst 1986 — 1992
St. John's Prep, Danvers, MA 1982 — 1986
John Hancock July 2006 - Present
Sun Life Financial December 1989 - June 2006
Education
University of Phoenix 2002 — 2004
BS, Marketing
Farnam Street Financial February 2011 - Present
John Hancock 2010 - 2011
First Premier Capital August 2007 - December 2009
Winthrop Resources 1990 - 2004
Skills
SaaS, Forecasting, Venture Capital, Cold Calling, Social Media, Credit, Sales Process, Portfolio Management, New Business Development, Budgets, Solution Selling, Financial Analysis, Sales, Business Development, Leadership, Strategic Planning, Trusted Business Advisor, Investments, Finance, Management
Education
University of Michigan 1975 — 1979
University of Michigan
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Fidelity Investments November 2005 - June 2007
Fidelity 1989 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments August 2003 - November 2005
Fidelity Investments February 2000 - August 2003
Fidelity Investments June 1994 - February 2000
Fidelity Investments November 1992 - June 1994
AIG August 1992 - November 1992
UnumProvident March 1992 - August 1992
John Hancock October 1988 - March 1992
Skills
Strategy, Business Process..., IT Operations, ITIL, Leadership, Program Management, Process Improvement, SDLC, Unix, Management, Vendor Management, Disaster Recovery, Information Technology, Servers, Software Development
Education
University of Massachusetts Lowell 1978 — 1980
Fidelity Investments June 1999 - Present
Liberty Mutual December 1990 - May 1999
John Hancock 1982 - 1991
Skills
SDLC, Requirements Analysis, Analysis, Requirements Gathering, Unix, Systems Analysis, Databases, Programming, Testing, Web Services, Java, Access, Software Documentation, Visual Basic, SQL, Oracle, Agile Methodologies, Cross-functional Team..., Vendor Management
Education
University of Massachusetts Boston
BA
University of Massachusetts, Amherst
BS
Axceler February 2001 - October 2012
Percussion Software 2001 - 2007
Northshore International Insurance Services 1995 - 2001
John Hancock September 1989 - May 1995
Skills
SharePoint, System Administration, Cloud Computing, Security, Enterprise Software, Salesforce.com, SaaS, Windows, CRM, Management, Integration, Virtualization, Agile Methodologies, IT Strategy, VMware, Microsoft SQL Server, Professional Services, Technical Support, Leadership, Microsoft Technologies, Networking, IIS, Solution Selling, Enterprise Content..., IT Management, Partner Management, Business Intelligence, Sales Enablement, Information Technology, Software Industry, Windows Server, Network Security, Pre-sales, Blackberry Enterprise..., Software Development, Microsoft CRM, Citrix, Databases, Hyper-V, Active Directory, Operating Systems, Lotus Domino, Solution Architecture, Microsoft Office..., Disaster Recovery, Software Project..., DNS
Education
University of Lowell 1986 — 1990
B.S., Criminal Justice
University of Lowell 1986 — 1990
Bachelor's of Science, Criminal Justice and Public Administration
University of Massachusetts Lowell
MUFG Americas November 2008 - Present
Manulife Financial July 2005 - August 2008
John Hancock July 2005 - August 2008
Affiliated Computer Services March 1999 - February 2002
Amistar October 1997 - March 1999
Skills
SDLC, Databases, Business Analysis, Microsoft SQL Server, SQL, Data Warehousing, Requirements Gathering, Business Process..., Process Improvement, Project Management, Analysis, Testing, SharePoint, Access, Systems Analysis, PMO, Business Intelligence, Integration, IT Strategy, Program Management
Education
University of Massachusetts Boston 2003 — 2005
BS, Management - MIS
InterSystems May 2012 - Present
InterSystems March 2001 - May 2012
Fidelity Investments September 1991 - February 1994
CSC Consulting September 1986 - September 1991
John Hancock August 1985 - August 1986
NECS June 1984 - August 1984
Skills
Requirements Analysis, Business Analysis, Software Development, Visio, SDLC, Writing, Word, Technical Writing, Excel, PowerPoint, XML, Microsoft Office, Windows, Documentation, Problem Solving, Editing
Education
University of Notre Dame 1981 — 1985
BS, Mathematics - Computer Concentration
Lynnfield High School 1978 — 1981
John Hancock Life Insurance Company (U.S.A.) August 2006 - Present
John Hancock August 2006 - May 2010
Fidelity March 2006 - June 2006
Sentillion September 2005 - December 2005
Education
University of Rhode Island 2000 — 2005
B.A., Economics
American Realty Capital November 2010 - Present
John Hancock November 1998 - November 2010
Education
University of Nebraska-Lincoln 1987 — 1991
at home July 2013 - Present
American Express Centurion Bank February 2011 - July 2013
American Express August 1999 - February 2011
Advanced Programming Resources June 1997 - August 1999
Harvard Pilgrim Health Care November 1991 - May 1997
Lockheed Martin May 1977 - March 1991
John Hancock February 1972 - May 1977
Skills
Excel, Analytics, Data Warehousing, Information Management, SAS, Risk Management, Data Mining, Data Analysis, Credit Risk, SQL, MIS, SAS/SQL, Credit Cards, SAS programming, Business Analytics, Statistics, Credit
Education
University of Massachusetts Lowell 1993 — 1997
MS (incomplete), Health Services Administration
University of Massachusetts Lowell 1965 — 1969
BS, Industrial Management
CGI March 2013 - Present
John Hancock September 2005 - March 2013
IBM Global Services August 2004 - September 2005
Investors Bank and Trust Company January 2000 - August 2004
Skills
VMware, Citrix, Microsoft, VMware ESX, Disaster Recovery, ITIL, Servers, Windows Server, vSphere, Data Center, Active Directory, Virtualization, Infrastructure, IT Operations, Enterprise Architecture, SAN, Business Continuity, Storage Area Networks, Security, IT Service Management, Hardware, System Deployment, Storage, VMware Infrastructure, Solution Architecture, Operating Systems, Integration, SQL, Microsoft Technologies, High Availability, System Administration, HP, IIS, Cloud Computing, IT Strategy, IT Management, Microsoft Certified..., VDI, Incident Management, Information Security, Visio, Vendor Management, Cisco Technologies, SharePoint, Identity Management, VMware vSphere
Education
University of Massachusetts, Amherst 1993 — 1997
BS, Chemistry
Edward Jones June 2011 - Present
Citigroup April 2009 - August 2011
MasterCard Worldwide January 2001 - January 2009
MasterCard International January 2001 - November 2008
Jim Butler Chevrolet 1996 - 2001
Rent-A-Center 1994 - 1996
John Hancock 1993 - 1994
US Army 1985 - 1989
Skills
PMO, Strategy, Leadership, Training, Team Leadership, Project Management, Management, Business Intelligence, Human Resources, Analysis, Budgets, Vendor Management, Enterprise Software, E-commerce, Sales Management
Education
University of Missouri-Saint Louis 1989 — 1994
BSBA, Business Administration / Marketing
Genworth Financial August 2011 - Present
LTC Edge LLC a member of AmeriLife January 2010 - August 2011
Swiss Re May 2007 - March 2009
John Hancock July 1986 - April 2007
Skills
Product Development, Actuarial Science, Process Improvement, Leadership, Change Management, Health Insurance, Insurance, Management, Executive Management, Long-term Care, Financial Reporting, Reinsurance, Valuation, Fixed Annuities, Mergers & Acquisitions
Education
University of Michigan
MS, Actuarial Mathematics
University of the Philippines
BS, Mathematics
Bank of America Merchant Services January 2014 - Present
Stream Global Services November 2011 - April 2013
Insurance and Financial Sales February 2009 - November 2011
AEGON January 2009 - February 2009
Aegon, Western Reserve Life 2006 - 2009
AEGON October 2006 - December 2008
MetLife 2003 - 2005
Self Employed 1999 - 2003
John Hancock 1993 - 1999
Education
University of South Florida 1988 — 1991
BS, Finance
TIAA-CREF March 2006 - Present
CitiStreet April 1998 - March 2006
John Hancock June 1993 - March 1998
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Finance
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
John Hancock June 2006 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS Finance
John Hancock November 2001 - Present
Peregrine Systems/Harbinger January 2000 - October 2001
Ahold USA January 1999 - December 1999
Skills
Retirement, Financial Services
Education
University of New Brunswick
MA, Applied Psychology
University of New Brunswick
BA, Honours Psychology
MassMutual Financial Group March 2014 - Present
MetLife January 2011 - February 2014
MetLife January 2010 - December 2010
MetLife January 2008 - December 2009
MetLife January 2006 - December 2007
MetLife February 2001 - December 2005
John Hancock October 1996 - January 2001
Mould Services September 1993 - September 1996
Tremont House, Charles Hotel January 1989 - August 1993
Hyatt Hotels 1984 - 1988
Skills
Marketing Strategy, Life Insurance, Product Development, Disability Insurance, Business Strategy, Product Marketing, Marketing, Development Of..., Retirement, Insurance, Fixed Annuities, Financial Services, Sales, Segmentation, Lead Generation, Direct Marketing, Analytics, Email Marketing, Strategy, Digital Marketing, Marketing Research, Strategic Planning, Multi-channel Marketing, Leadership, Relationship Management, Competitive Analysis, Customer Acquisition, Marketing Management, Strategic Partnerships, CRM, Market Planning, Series 6, Positioning, Universal Life, Variable Annuities, Term Life Insurance
Education
University of New Hampshire 1980 — 1984
Hotel Management, Business
Lebanon High School
Lebanon High School
Lebanon High School
John Hancock October 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
John Hancock Financial Services 2007 - Present
Metropolitan Life Insurance Company October 2005 - October 2007
Aviva Life Insurance Company August 2001 - October 2005
New England Financial / Metropolitan Life April 1983 - March 2001
Skills
Fixed Annuities, Insurance, Risk Management, Financial Services, Business Analysis, Investments, Process Improvement, Mutual Funds, Pensions, Life Insurance, Training, Leadership
Education
University of Massachusetts Boston 1975 — 1979
BA, Law and Justice
WEX Inc. (NYSE: WEX) March 2014 - Present
Time Warner Cable Business Class March 2010 - March 2013
Time Warner Cable February 2008 - 2010
Time Warner Cable February 1990 - February 2008
Husson University May 1999 - December 2004
John Hancock September 1985 - February 1990
Skills
Process Improvement, Call Centers, Telecommunications, Leadership, Budgets, Customer Service, Management, Project Management, Forecasting, Accounting, PeopleSoft, Team Building, Cross-functional Team..., Call Center, Strategic Planning, Customer Experience, Customer Satisfaction, Cloud Computing, Recruiting, Team Leadership, Troubleshooting, Training, Change Management, Analysis, CRM, Vendor Management, Customer Retention, Sarbanes-Oxley Act, Business Development, Purchasing, Payroll, Finance, Integration, Project Planning, Operations Management, Sales Operations, Microsoft Excel, MS Excel Pivot Tables
Education
Southern New Hampshire University 1995 — 1997
MBA, Business
University of Maine 1978 — 1982
BS, Business Administration
John Hancock December 2008 - Present
John Hancock 2008 - Present
Skills
Customer Service, Process Improvement, Marketing, Financial Services, Management, Financial Analysis, Leadership, Analysis, Change Management
Education
University of Massachusetts Lowell 2013 — 2015
Associate's Degree, Computer and Information Sciences and Support Services
high school/vocation programs
HS Diploma, trade certificates, Print, imaging, document specialist, fulfillment.
Fidelity and Guaranty Life Insurance Company March 2009 - Present
Old Mutual Financial Network 2006 - Present
Fidelity and Guaranty Life Insurance Company 2006 - Present
Sun Life Financial 2001 - 2005
John Hancock 1998 - 2001
Skills
Retirement, Fixed Annuities, Life Insurance, Financial Services, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Long-term Care
Education
University of Massachusetts Lowell 1989 — 1994
MBA, Business
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2013 - November 2014
Liberty Mutual Insurance December 2011 - June 2013
Liberty Mutual Insurance July 2010 - December 2011
Liberty Mutual June 2009 - June 2010
Liberty Mutual September 2008 - June 2009
John Hancock June 2008 - August 2008
Sheraton June 2007 - August 2007
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Management and Marketing
Pilot Corporation of America July 2015 - Present
Iluka Resources July 2013 - May 2015
MGT Information August 2003 - June 2012
Wachovia Securities, LLC December 2002 - July 2003
John Hancock January 2001 - January 2003
Skills
Sales, Analysis, Market Research, Budgets, Data Analysis, Customer Service, Recruiting, Financial Analysis, Team Management, Forecasting, Project Planning, Finance, Teamwork, English, Public Speaking, Microsoft Office, Project Management, Management, Marketing
Education
University of North Florida - College of Business Administration 1999 — 2003
Bachelor's, Marketing
University of North Florida - College of Business Administration 1999 — 2003
BA, International Business
Université de Provence (Aix-Marseille I) 2002 — 2002
International trade, Global Trade and Economy
PACA
Xerox HR Solutions, LLC July 2009 - Present
Fidelity Investments February 2007 - February 2009
Fidelity Investments September 2004 - February 2007
John Hancock June 2003 - August 2004
MassMutual September 2001 - June 2003
Skills
Business Requirements, SQL, Testing, Flexible Spending..., Sybase, Data Analysis, Requirements Analysis, Mainframe, FTP, Systems Analysis, Requirements Gathering, Business Analysis, Visio, Analysis, User Acceptance Testing, Business Process..., Process Improvement
Education
University of Massachusetts, Amherst 1997 — 2001
BA, History
Natixis Global Asset Management August 2014 - Present
Natixis Global Asset Management May 2011 - Present
MassMutual Financial Group March 2009 - May 2011
Mass Mutual January 2009 - May 2011
John Hancock January 2008 - January 2009
Collegiate Entrepreneurs September 2005 - July 2007
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Retirement, Asset Managment, Series 6, Recruiting, Securities, ETFs, Customer Service
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Business Administration, Business, Economics
Bow High School 1999 — 2003
LIDS Sports Group February 2007 - Present
LIDS Sports Group 2002 - 2007
Web Balanced Technologies 2000 - 2001
Cybertek 1996 - 2000
American United Life 1991 - 1995
John Hancock 1990 - 1991
Skills
Merchandising, E-commerce, Team Building, Retail, POS, Leadership, Web Analytics, Inventory Management, Account Management, Loss Prevention, Income Statement, Marketing, P&L Management, B2B, P&L, Management, Employee Training, Customer Experience, Online Advertising, Facebook, Team Leadership, Marketing Strategy, Social Media Marketing, CRM, Social Networking, Social Media
Education
University of Massachusetts at Lowell 1986 — 1990
BS, Management Information Systems, Operations Management, Cum Laude
Tahanto Regional High School
The Bank of Tampa September 2014 - Present
Wells Fargo September 2011 - September 2014
Bank United September 2010 - October 2011
Colonial Bank March 2006 - November 2010
Wachovia Bank January 1999 - March 2006
John Hancock January 1996 - January 1999
Skills
Loans, Small Business, Credit, Cross Selling, Commercial Banking, Banking, Lines Of Credit, Small Business Lending, Cash Management, Commercial Lending, Consumer Lending, Deposits, Finance, Financial Analysis, Financial Services, Investments, Mortgage Lending, Credit Analysis, Loan Origination, Portfolio Management, Wealth Management, New Business Development
Education
University of South Florida 2003 — 2006
BA, Finance, General
Chamberlain High School 1987 — 1990
Sun Life Financial July 2013 - Present
Sun Life Financial May 2012 - June 2013
Sun Life Financial January 2008 - April 2012
Sun Life Financial July 2004 - December 2007
One Beacon 2003 - June 2004
John Hancock 1999 - 2003
Eastern Bank 1990 - 1999
KPMG Peat Marwick 1986 - 1990
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, GAAP, Financial Reporting, IFRS, Strategic Financial..., Financial Analysis, IT Audit, Financial Planning, SEC Filings
Education
Stonier Graduate School of Banking 1996 — 1998
Masters in Banking, with Distinction
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
John Hancock 2010 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - November 2011
Putnam Investments April 2008 - February 2009
Skills
529 Plans, 401k, FINRA, Fixed Annuities, Bloomberg, Series 6, Series 63, Variable Annuities, Mutual Funds, Series 7
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelors, Finance
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2012 - November 2014
John Hancock Financial Services March 2011 - June 2012
John Hancock January 2008 - March 2011
Wild Waters 2006 - 2008
Skills
Process Improvement, Insurance, Fixed Annuities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Business Admin., Business
John Hancock 1984 - Present
John Hancock Insurance 1984 - Present
John Hancock Life Insurance Company (U.S.A.) 1984 - 1993
Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Reserves, Financial Reporting, Financial Analysis, Data Analysis, Forecasting, Long-term Care, Life Insurance, Insurance, Risk Management, Financial Services, Strategic Planning, Business Analysis, Management, Process Improvement
Education
University of Chicago Lab School
University of Massachusetts, Amherst
BDIC, History & Literature
Nakaya Japanese Bistro September 2013 - Present
ITpreneurs May 2011 - October 2013
CA, Inc January 2006 - April 2011
John Hancock October 2005 - January 2006
Skills
Program Management, Enterprise Software, Cloud Computing, SaaS, ITIL, IT Service Management, Project Management, Integration, IT Strategy, Virtualization, Vendor Management, Training, Team Leadership, Professional Services, Management, Business Analysis, SDLC, Security, CRM, Change Management, PMP, Kepner-Tregoe
Education
University of South Florida 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1999 — 2001
Bachelor's Degree, Marketing
University of South Florida 1997 — 1999
Bachelor's Degree, International/Global Studies
Eaton Vance May 2000 - Present
John Hancock 1998 - 2000
Chevy Chase Financial Services May 1988 - May 1997
Meritor Financial 1985 - 1988
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Equities, Fixed Income, Portfolio Management, Securities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Financial Services, Retirement Planning, Series 65, Separately Managed...
Education
University of Maryland University College 1993 — 1995
BS, Business
John Hancock September 2007 - June 2009
Adams Hussey & Associates January 2007 - July 2007
Adams Hussey & Associates June 2006 - December 2006
Education
University of San Francisco 2002 — 2006
Bachelor of Arts, Communication Studies
Stand Energy Corporation June 2015 - Present
Stand Energy Corporation June 2015 - Present
Self-Employed January 2014 - Present
Family Services of Greensboro Foundation May 2012 - Present
Various 2010 - 2014
Various 1998 - 2007
John Hancock 1984 - 1997
MetLife 1980 - 1984
Skills
Public Speaking, Public Relations, Editing, Customer Service, Teaching, Politics, Social Media, Sales, Marketing, New Business Development, Leadership, Fundraising, Social Networking, Event Planning, Nonprofits, Research, Blogging, Event Management, Creative Writing, Community Outreach, Strategic Planning, Entrepreneurship, Team Building, Small Business, Social Media Marketing, Management, Marketing Strategy, Microsoft Office, Strategy, Writing, Business Development, Analysis, Training, Online Marketing, Coaching, PowerPoint, Microsoft Excel, Marketing Communications, Leadership Development, Sales Management, Government, Contract Negotiation, Project Management
Education
University of North Texas
Music, business
Viacord November 2012 - Present
Emerson College July 2012 - September 2012
John Hancock September 2011 - December 2011
Fidelity Charitable Gift Fund October 2009 - January 2010
Umass Lowell - Lydon Library September 2007 - May 2009
Stoneham Savings Bank January 2006 - January 2008
Skills
Banking, Data Entry, Time Management, Microsoft Excel, Outlook, PowerPoint, Retail Banking, Customer Service, Microsoft Word, Access, Event Planning
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science, Business Administration; Marketing
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - January 2012
John Hancock July 2007 - March 2011
John Hancock June 2005 - July 2007
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Business Administration, Management, Marketing
Commonwealth of Massachusetts 2015 - Present
John Hancock 2008 - 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - April 2008
Aviva Life Insurance Company January 2002 - January 2005
Skills
Business Analysis, Release Management, Risk Management, Bank Secrecy Act, Project Management, BSA & QA, District 31 Toastmasters, Service Center, Service Now, Mainframe Testing, Web Development, SDLC, PMP, SQL, Project Portfolio..., SharePoint, Agile Methodologies
Education
University of Massachusetts Boston
Under Grad, Marketing & MGT
J.P. Morgan Chase Bank N.A. November 2011 - Present
Fountain of Grace January 2009 - August 2011
Commonwealth of Massachusetts March 2009 - September 2009
Bank of America April 2002 - March 2009
John Hancock November 1998 - January 2002
Education
University of Phoenix
MBA, Business Administration
Yaba College of Technology
Bachelor of Arts, Textile Design
radius financial group inc. April 2012 - Present
Genesis May 2001 - September 2001
Bank of America 1996 - 1999
John Hancock June 1990 - 1996
Skills
CSS, JavaScript, Microsoft SQL Server, ASP.NET, VB.NET, Expression Web, HTML 5, C#, JScript, Access, ASP, HTML, Requirements Analysis, Unix, Visual Basic, Databases, SQL
Education
University of Massachusetts, Amherst
Bachelor's degree, Mathematics and Statistics
University System of NH 2006 - Present
Concord School District 1966 - 1994
John Hancock 1957 - 1962
Skills
Public Speaking, Curriculum Development, Leadership, Policy Analysis, Staff Development, Educational Leadership, Budgets, Media Relations, Program Management, Strategic Communications, Policy
Education
Brown University 1953 — 1954
Mathematics
University of New Hampshire
Summa cum laude degree in Economics-BA, Economics and history, Phi Beta Kappa