John Hancock
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John Hancock Employees
Palladium Science Academy June 2013 - Present
American Chemical Society January 2011 - Present
Nice-Pak Products, Inc. January 2005 - Present
Mid Hudson ACS January 2011 - December 2011
On Assignment Lab Support March 2004 - October 2004
John Hancock 2000 - 2000
Skills
Chemistry, HPLC, Gas Chromatography, Wet Chemistry, Quality Control, UV/Vis, Analytical Chemistry, Chromatography, R&D
Education
Boston University
BA, Biology
EMC February 2015 - Present
Reit Management & Research LLC May 2014 - January 2015
Starwood Hotels & Resorts February 2007 - April 2014
International Business Machines July 2003 - January 2007
John Hancock 1997 - June 2003
Skills
Vendor Management, IT Service Management, IT Management, Program Management, Management, ITIL, IT Strategy, Process Improvement, Change Management, Outsourcing, Project Management, PMO, Customer Service, Team Building, PMP, Negotiation, IT Operations, Service Delivery, Leadership
Education
Boston College 1979 — 1983
BS
John Hancock Financial Services June 2014 - Present
John Hancock Financial Services May 2012 - June 2014
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) August 2009 - August 2010
John Hancock September 2007 - August 2009
John Hancock June 2005 - September 2007
John Hancock 2005 - 2006
Skills
Documentation, Annuity, User Acceptance Testing, Requirements Analysis, Business Process..., Research, Business Analysis, SDLC, Requirements Gathering, Business Requirements, Customer Service, Fixed Annuities, Software Documentation, Process Improvement, Vantage-One, AWD, Training, Leadership, Insurance, Project Management, Visio
Education
Boston University 2001 — 2005
BA, History/Business Management
Dracut High
Greenmont
Cocktail Culture Magazine March 2012 - Present
Winspeare Global Strategies January 2006 - Present
John Hancock 1998 - 2003
Filene's 1986 - 1990
Skills
Web Design, PHP, SEO, .NET, Java, XML, Product Launch, Databases, HTML, Web Development, DHTML, ASP, Print Collateral, Flash, Strategic Planning, Publicity, Brand Development, Social Networking, Advertising, Website Development, Creative Direction, Social Media, Marketing, Google Adwords, Entrepreneurship, Online Marketing, Marketing Strategy, Social Media Marketing
Education
Boston College 1996 — 2000
BS, Communications
Sanofi Pasteur October 2013 - Present
Sanofi Pasteur January 2013 - October 2013
State Street Bank November 2010 - January 2013
John Hancock July 2010 - November 2010
Converse, Inc. January 2010 - May 2010
BISSELL Homecare, Inc - Australia May 2009 - August 2009
BISSELL Australia PTY. LTD May 2009 - August 2009
L May 2008 - August 2008
L. Knife & Son, Inc. 2007 - 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Relations, Customer Service, Outlook, Social Media, Microsoft Word, Microsoft Excel, Sales, Business Planning, Data Entry, Time Management, Analysis, Access, Budgets, Forecasting, Marketing, Account Management, Teamwork, Healthcare, Accounting, Marketing Strategy, Data Analysis, Team Leadership, Training, Sales Operations
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Business
Bond University 2009 — 2009
Bachelor of Business Administration (B.B.A.), International Business
AXA US August 2015 - Present
AXA US August 2012 - July 2015
AXA Equitable June 2011 - August 2011
John Hancock May 2010 - December 2010
Skills
Actuarial Science, SAS, Microsoft Excel, SQL, Statistics, Risk Management, VBA, MG-ALFA, Corporate Finance, Financial Modeling, Access, Microsoft Word
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Actuarial Science, Computer Information Systems, 3.83
SEAF June 2015 - August 2015
Barclays Capital March 2010 - July 2014
Hispanic Association on Corporate Responsibility August 2009 - March 2010
Lehman Brothers June 2008 - August 2008
John Hancock June 2007 - August 2007
Skills
Series 7, Series 63, Financial Modeling, Fixed Income, Investment Banking, Securities, Bonds, Finance, Structured Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2005 — 2009
Bachelor of Science, Finance, Leadership
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
John Hancock Life Insurance Company (U.S.A.) Chief Compliance OfficerHancock Capital Investment Management, LLC2008 - Present
John Hancock 2004 - Present
John Hancock Life Insurance Company Bond & Corporate Finance Group 2004 - 2011
Education
Bentley University
Newton-Wellesley Hospital August 2015 - Present
Hopkinton Independent January 2005 - Present
Community Advocate Newspaper February 2014 - Present
HCAM-TV January 2010 - November 2013
Hopkinton Independent September 2005 - July 2007
PCs Compleat June 1992 - April 1994
Banyan Systems March 1989 - June 1992
John Hancock 1986 - 1989
Skills
Press Releases, Social Media, Newsletters, Editing, Web Content, Social Media Marketing, Journalism, Copywriting, Marketing Communications, Video, Social Networking, Marketing, Writing, News Writing, Broadcast, Facebook, Publishing, Content Development, Publications, Public Relations, Feature Articles, Media Relations, AP Style, Blogging, Video Production, Copy Editing, Broadcast Journalism, Content Management, Television, Website Promotion, Online Journalism, Webmaster Services, Content Strategy, Newspapers, Storytelling, Breaking News, Magazines, Digital Media, Editorial, Video Editing, Creative Writing, WordPress, Website Management, Photography
Education
Suffolk University - Sawyer School of Management
MBA
Boston College
BS, Marketing/Economics, cum laude
Sankaty Advisors March 2015 - Present
Manulife Asset Management June 2013 - March 2015
John Hancock Financial Services June 2011 - June 2013
John Hancock June 2010 - August 2010
Irish Sporting Heritage Project June 2009 - July 2009
Skills
Equities, Financial Analysis, Bloomberg, Alternative Investments, Real Estate, Investments, Corporate Real Estate, Economic Research, Valuation, Timber, Portfolio Management, Natural Resource..., Financial Modeling, Research, Mutual Funds, Fixed Income, Asset Management
Education
Boston College 2007 — 2011
BA, Economics
St. Sebastian's School 2001 — 2007
Optum March 2013 - Present
Universal American June 2011 - February 2013
iGATE Global Solutions January 2011 - February 2013
Universal American April 2008 - May 2011
Patni Computer Systems February 1998 - December 2010
John Hancock 2007 - 2008
Milliman 2005 - 2007
Genworth Financial 2001 - 2004
ChannelPoint 2000 - 2001
Axon Computers Pvt Ltd 1997 - 1998
Skills
Consulting, Program Management, Insurance, Management, SDLC, Requirements Analysis, Healthcare, Business Analysis, Medicare, CRM, Software Documentation, Healthcare Information..., Process Improvement, Project Management, Leadership, Outsourcing, Analysis, Change Management, Solution Architecture, Testing, Software Development, Business Process, Cross-functional Team..., Databases, Data Analysis, Enterprise Architecture
Education
Bharathiar University
Engineering, Electronics and Communication
Starpoint Solutions June 2015 - Present
Century21 October 2012 - April 2015
Spencer School of Real Estate January 2012 - October 2012
MA Department of Correction March 2010 - January 2012
Signature Staffing October 2009 - June 2010
John Hancock November 2008 - September 2009
Boston University September 2007 - September 2008
Wang YMCA of Boston 2003 - 2007
Skills
Financial Analysis, Fundraising, Insurance, Corrections, Compliance, Risk Management, PowerPoint, Excel, Strategic Planning, Management, Microsoft Excel, Analysis, Public Speaking, Investments, Real Estate, Outlook, Negotiation, Social Networking, Budgets, Microsoft Office, Policy, Sales, Customer Service, Contract Negotiation, Research, Leadership, Finance, Training, Social Media, Marketing Strategy, Event Planning, Marketing, Nonprofits
Education
Boston University 2006 — 2008
Master of Arts (M.A.), Criminal Justice
Northeastern University 2005 — 2005
Paralegal Certificate, Law
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), History
University of East Anglia 2003 — 2003
History, European Culture
Needham High School 1997 — 2000
John Hancock Life Insurance Company (U.S.A.) August 2011 - Present
John Hancock Long Term Care August 2009 - August 2011
John Hancock September 2008 - December 2008
Buck Consultants June 2007 - August 2007
Skills
Financial Modeling
Education
Boston College 2005 — 2009
Bachelor of Arts, Mathematics, History
Steward Health Care April 2013 - Present
Boston Public Schools 2013 - 2014
Boston Public Schools 2013 - 2014
John Hancock January 2012 - March 2013
Liaison International October 2011 - January 2012
Boston College, Sociology Department, Graduate School of Education October 2007 - May 2008
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Public Speaking, Microsoft Excel, Cross Functional..., SPSS, Nonprofits, Customer Service, Marketing, Access, Editing, Teaching, Social Media, Public Relations, Spanish, Analysis, Training, Financial Analysis, Data Analysis, Finance, Time Management, Accounting, Leadership, Insurance, Event Planning, Teamwork, Data Entry, Employee Benefits, Community Outreach, Fundraising, Social Networking, Critical Thinking, Higher Education, Management, Facebook, Recruiting, Leadership Development, Policy, Social Media Marketing, Healthcare, Program Development
Education
Boston College 2007 — 2011
BS, Sociology, Gender Studies
City of Boston January 2013 - Present
City of Boston April 2006 - January 2013
Harte-Hanks Data Technologies June 2000 - April 2006
John Hancock 1999 - 1999
Sybase 1997 - 1998
Skills
Data Analysis, Project Management, Leadership, Process Improvement, Business Analysis, Program Management, Analysis, Business Intelligence, SDLC, Integration, Business Process, Management, Procurement, M.G.L. Chapter 30B
Education
Boston University - Questrom School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Strategy & Business Analysis Concentration
Boston College 1996 — 2000
B.S., Management Information Systems; Marketing
UMass Boston
Leadership
Cryptzone / HiSoftware April 2014 - Present
Dell Software October 2011 - February 2014
Knowledge Management Associates May 2009 - October 2011
State Street December 2007 - December 2008
John Hancock May 2005 - December 2007
GMO 2000 - 2005
Santander 1997 - 2000
Seaquest 1992 - 1994
Skills
SQL Server 2000-2012, .NET, Active Directory, Project Server, Insurance, Corporate Finance, Business Analysis, Microsoft SQL Server, SharePoint, Wealth Management, Business Intelligence, Cloud Computing, Enterprise Software, SharePoint Designer, Information Management, Investments, Microsoft Office..., Microsoft Exchange, IIS, System Deployment, Enterprise Content..., Community, Windows Server, Public Speaking, SSRS, Integration, ASP.NET, Professional Services, SDLC, VB.NET, Software Development, Great Motivator, Microsoft Technologies, C#, Business Process, Architecture, SQL, Security, Architectures, SharePoint Server
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2008
MBA
Fairfield University 1983 — 1987
BA
Holy Family High School 1979 — 1983
Shelving Rock Partners, LLC April 2014 - Present
Shelving Rock Partners, LLC July 2009 - Present
John Hancock January 2008 - June 2009
Skills
Business Development, Public Speaking, Event Planning, Marketing, Social Media Marketing, Real Estate, Social Networking, Marketing Strategy
Education
Northeastern University 2004 — 2009
BA, Communication Studies
Bond University 2006 — 2007
Study Abroad Program
Pomperaug High School 2000 — 2004
O'Brien Management, LLC November 2014 - Present
Ned Davis Research November 2013 - November 2014
John Hancock Financial Services September 2012 - October 2013
John Hancock June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting
Boston College High School 2003 — 2007
Fidelity 2002 - Present
John Hancock 1996 - 2002
Granite Bank 1995 - 1996
Skills
Leadership, Team Management, Communication, Business Acumen, Presentations, Retirement, Human Resources, Process Improvement, Customer Service, Time Management, High Pressure..., Collaborative Problem..., Flexible Approach, Emotional Intelligence
Education
Boston University 2013 — 2015
Master of Science (MS), Health Communication
Nichols College
BSBA, Business Administration and Management, General
Marian High School 1988 — 1992
John Hancock Financial Services 2005 - Present
Friends Of Monomoy, Inc. October 2011 - August 2012
Orvis, Fishing The Cape 2005 - 2005
John Hancock 1982 - 2004
Grabill & Ley P.C. 1976 - 1982
Skills
Arbitration, Securities, Litigation, Series 7, Series 63, Dispute Resolution, Investment Advisory, Investments, SEC reporting, Corporate Law, Securities Litigation, FINRA, Broker Dealer Regulation, Mutual Funds, Estate Planning, SEC filings, Due Diligence, Mergers & Acquisitions
Education
Boston University School of Law 1984 — 1986
LL.M, Banking Law
Boston College Law School 1973 — 1976
J.D., Law
Boston College 1968 — 1972
B.S., Economics (Magna Cum Laude)
St. Sebastians School 1964 — 1968
diploma, college prep.
MFS Investment Management November 2014 - Present
John Hancock 2007 - October 2014
Fidelity Investments June 2005 - August 2007
Skills
Series 63, Series 7, MBA, Asset Allocation, Mutual Funds, Financial Analysis, Alternative Investments, Investment Management, Chartered Financial..., Equity Research, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Clemson University 1997 — 2001
Bachelor of Science (BS), Financial Management
G&G Management and Development February 2014 - Present
Daley and Associates September 2012 - May 2013
Liberty Mutual Insurance January 2012 - September 2012
MFC Global 2008 - August 2010
John Hancock October 2007 - December 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
AXA 2003 - 2005
Skills
Global Sales Liason, Product Positioning, Business Relationship..., Mutual Funds, Strategy, Finance, Salesforce.com, Positioning, Series 63, Financial Services, Retirement, Cold Calling, Accounting, Relationship Management, Sales, Marketing Strategy, Investments, Human Resources, Business Development, Banking, Talent Acquisition, CRM, Strategic Thinking, Strategic Partnerships
Education
Bentley University 1999 — 2003
BS, Economics and Finance
Cardinal Financial Partners May 2011 - Present
John Hancock March 2010 - May 2011
IBN Financial Services, Inc January 2007 - March 2010
Lockheed Martin February 1998 - October 2009
John Hancock July 2005 - December 2006
MassMutual February 2005 - July 2005
Primerica December 2003 - February 2005
IBM May 1978 - February 1998
Skills
Series 63, Financial Advisory, Fixed Annuities, Insurance, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Strategic Financial..., Investments, Strategic Planning, Risk Management, Process Improvement, Financial Analysis, Systems Engineering, Program Management, Financial Services, Analysis, Management, Requirements Management, Earned Value Management, Financial Planning, Securities, Series 7, Leadership
Education
Binghamton University 1993 — 1995
BS, Computer Science & Information Technology
Broome Community College 1976 — 1978
AS, Engineering Science
UEHS
Granite Bay Wealth Management LLC January 2006 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management September 2001 - December 2005
Merrill Lynch 1998 - 2001
John Hancock 1996 - 1998
Education
Bentley University 1992 — 1996
B.S., Economics & Finance
Portland High 1988 — 1992
Fidelity Investments Life Insurance June 1999 - February 2007
Peritus September 1995 - April 1999
John Hancock March 1984 - February 1995
Skills
Shell Scripting, XML, Java, Perl, C++, Unix, Web Services, Testing, SQL, Team Leadership, HTML, Agile Methodologies, Software Documentation
Education
Wheaton College (MA) 1976 — 1980
BA, Double Major: Biology, Studio Art
Boston University
Certificate, C/C++/Windows Development
State Street March 2011 - Present
Cambridge College 2012 - 2013
Network Group 2009 - 2010
John Hancock 2008 - 2009
John Hancock Financial Serices/Manulife 2008 - 2009
Gardner Resources 2008 - 2009
State Street 2005 - 2006
Brown and Company 1996 - 2001
Skills
SDLC
Education
Suffolk University 1982 — 1986
BS, Business
Boston Latin School 1976 — 1982
Anthem, Inc. (fka as WellPoint, Inc.) January 2008 - Present
UniCare January 2003 - January 2008
John Hancock March 1995 - January 2003
Skills
Litigation Management, Litigation, Health Insurance, Insurance, Claim, HIPAA, Employee Benefits, Workers Compensation, HMO, Medicare, Process Improvement
Education
Southern New Hampshire University
Associate's degree
Boston University
Achieved 60 credits towards Bachelor's Degree, Journalism
Northeastern University
Paralegal Certification
Expense Reduction Analysts 2008 - Present
National Datacomputer 2004 - 2008
Centive 2004 - 2004
Lightbridge 2001 - 2004
BroadVision 2000 - 2001
Interleaf 1995 - 2000
Wang Labs 1983 - 1995
John Hancock 1975 - 1983
Skills
Waste Management, Analytics, Best Practices, Strategy, Negotiation, Enterprise Collaboration, Management Consulting, Contract Analysis, Business Development, Project Management, Client Advocacy, Procurement, Contractual Agreements, Cross-functional Team..., Start-ups, Business Strategy, Professional Services, Benchmarking, Business Process..., Lead Generation, Executive Management, Profit Maximization, CRM, Enterprise Software, Consulting, Direct Marketing, Program Management, SaaS, Product Marketing, Mergers & Acquisitions, Leadership, New Business Development, B2B, Business Process..., Management, Strategic Partnerships, Strategic Planning, Product Management, Selling, Sales, Business Planning, Contract Negotiation, Business, Forecasting, Integrated Marketing, Account Management, Product Development, Go-to-market Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1986
MBA, Marketing & Management
University of Massachusetts, Amherst 1964 — 1969
Graduate Courses in Economics, Probability/Statistics
Isenberg School of Management, UMass Amherst
BBA, Finance & Economics
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Bay Financial Associates February 2012 - Present
John Hancock Financial 2005 - February 2012
John Hancock 2002 - 2004
Manulife Financial 1996 - 2000
Skills
Strategic Financial..., Retirement, Retirement Planning, Disability Insurance, Investments, Fixed Annuities, Life Insurance, Wealth Management, Estate Planning, Financial Planners, Investment Advisory, Term Life Insurance, Mutual Funds, Series 63, Series 7, FINRA, High Net Worth..., Wealth, Long-term Care, Securities, IRAs, Wealth Management..., Small Business, Long Term Care Insurance, Asset Allocation, Financial Services, Asset Management, Financial Advisory, Series 6
Education
Boston University School of Law 1991 — 1993
LLM, Tax and Estate Planning
Case Western Reserve University School of Law 1989 — 1991
JD, Tax and Estate Planning
Boston College 1983 — 1987
BA, Political Science
St. John's Jesuit HS 1979 — 1983
HS, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Hancock November 2008 - Present
Education
Boston University
Babson College January 2014 - Present
Babson College August 2011 - December 2013
Babson College 2008 - July 2011
Babson College 2003 - 2008
Babson College 2001 - 2003
John Hancock 2000 - 2001
Allmerica Financial 1998 - 2000
Allmerica Financial 1996 - 1998
Skills
Higher Education, E-Learning, Program Implementation, Instructional Design, Consulting, Leadership, Project Management, Change Management, Program Management, Blended Learning, Curriculum Design, Training, Learning Management..., Management, Public Speaking, Strategic Planning, Research
Education
Clark University 1993 — 1995
MBA, Business Administration
Bentley University 1989 — 1993
BS, Business Communications
Reflexis Systems 2013 - Present
Nuance Communications July 2011 - February 2012
Staples 2012 - 2012
Partners HealthCare 2009 - June 2011
Staples Corporation January 2008 - January 2009
Fresenius Medical Care September 2006 - June 2008
EMC January 2006 - August 2006
TJX 2005 - 2006
John Hancock 2004 - 2004
Waltham Public Schools, Framingham State College 2002 - 2004
Skills
Project Management, Data Warehousing, System Testing, SDLC, Requirements Analysis, Software Project..., Process Improvement, Requirements Gathering, Visio, Healthcare Information..., Vendor Management, Integration, Software Documentation, Business Intelligence, Cross-functional Team..., PMO, Agile Methodologies, Business Requirements, Project Planning, MS Project, Software Implementation, User Acceptance Testing, Healthcare, Training, Waterfall, Data Analysis, EMR, Team Management, PMP, Team Building, Systems Analysis, IT Service Management, Leadership, Resource Management, Program Management, Risk Management, Management, Analysis, Project Delivery, Quality Assurance, Business Process..., Business Analysis
Education
Boston College
M. Ed., Education
Lesley University
B.A., Education
US Small Business Administration May 2009 - Present
Wachovia Small Business Capital September 2005 - September 2008
US Small Business Administration October 2004 - July 2005
E*TRADE Financial July 2002 - March 2003
Travelers Insurance and Tower Square Securities, Inc. 1995 - 2002
Tower Square Securities, Inc. 1995 - 1998
H.C. Wainwright & Co., Inc. 1994 - 1995
Commonwealth of Massachusetts 1991 - 1994
John Hancock 1989 - 1991
NASD (now FINRA) 1982 - 1989
Skills
Loans, Program Management, Management, Litigation, Securities, Legal Writing, Corporate Governance, Licensing, Credit, Financial Risk, Portfolio Management, Investments, Asset Management, Small Business, Financial Services
Education
Suffolk University Law School 1985 — 1989
JD
Boston University
B.L.S.
Manulife December 2014 - Present
John Hancock Financial Services January 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2011
John Hancock October 2006 - April 2009
Lavastorm March 2006 - October 2006
Eyetech Pharmaceuticals December 2004 - November 2005
Silver oaks solutions 2004 - 2004
WCRIB 2000 - 2004
Hale and Dorr LLP 1999 - 2000
Skills
Active Directory, Windows Server, Windows 7, Windows 7 Migration, Blackberry Enterprise..., Disaster Recovery, Citrix, Operating Systems, Lotus Notes, Virtualization, SCCM, Microsoft Exchange, Servers, Help Desk Support, IT Operations, System Deployment, Laptops, Blackberry, XP, SharePoint, IIS, VMware, Technical Support, DHCP, System Administration
Education
Boston University 1998 — 1998
University of Wyoming 1994 — 1996
Nashoba Regional High School 1975 — 1991
LinkedIn May 2015 - Present
lynda.com June 2011 - May 2015
Johnson & Johnson May 2010 - February 2011
John Hancock January 2006 - March 2009
Pacific Life July 2003 - December 2005
Skills
Salesforce.com, Account Management, Sales, Business Development, Sales Management, SaaS, New Business Development, Marketing, Sales Process, Training, Strategic Planning, Customer Service, Leadership, Lead Generation, Cold Calling, Marketing Strategy, Solution Selling, E-Learning, Strategic Partnerships, Management, Direct Sales, Sales Operations, Selling, Email Marketing, Social Networking, Product Marketing, CRM, Team Leadership, Strategy, Competitive Analysis, Recruiting, B2B, Online Marketing, Sales Presentations, Online Advertising, Start-ups
Education
Boston University 1999 — 2003
BA, International Relations
Laguna Hills High School
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
Raytheon July 2015 - Present
Raytheon January 2014 - July 2015
Raytheon November 2010 - January 2014
Raytheon May 2010 - March 2011
Raytheon June 2008 - May 2010
Raytheon January 2006 - May 2008
John Hancock January 2005 - November 2005
Skills
Change Management, Procurement, Integration, PDM, SAP, Process Improvement, Business Process, Software Training, Project Planning, Software Project..., Supply Chain Management, Supply Chain, Supply Chain Operations, Aerospace, Business Intelligence, Enterprise Software, Leadership, Management, Program Management, Project Management, Strategy, IT Service Management, Six Sigma
Education
Bentley University
MBA, Management
Northeastern University
Bachelor’s Degree, Business Administration, Magna Cum Laude
Town of Johnston December 2003 - Present
Bally Total Fitness January 2003 - December 2003
John Hancock August 1998 - May 2001
Skills
Cpr Certified, Bodybuilding, Public Speaking, Enforcement, First Aid, Emergency Management, Private Investigations, Customer Service, Crisis Management, First Responder, Criminal Justice, Investigation, Police
Education
Boston University 2007 — 2008
M.S., Criminal Justice
Northeastern University 1997 — 2002
B.S., Criminal Justice
Fallon Financial Services January 2011 - Present
Harwich Dennis Rotary April 2013 - Present
Cape & Islands United Way January 2013 - Present
Cape Cod Technology Council March 2009 - Present
Hyannis Area Chamber of Commerce 2006 - June 2013
BNI RI / SE Mass 2008 - 2011
Baystate Financial Services February 2006 - December 2010
Boston SIM 1987 - 2008
Legacy Financial Advisors April 2005 - March 2006
John Hancock May 2000 - December 2004
Skills
Retirement Planning, Estate Planning, Small Business, Consulting, Fixed Annuities, Retirement, Strategic Financial..., Investments, Financial Advisory, Insurance, Life Insurance, Mutual Funds, 401k, Wealth Management, Securities, Investment Advisory, Series 63, Long-term Care, Personal Finance, Finance, Financial Services, IRAs, FINRA, Wealth, Asset Allocation, Leadership, Wealth Management..., Long Term Care Insurance, Series 6, Term Life Insurance, Financial Planning
Education
Northeastern University 1969 — 1972
MEd, Mathematics
Boston College 1962 — 1966
BS, Math, Mathematics
SAS Institute, Inc. January 2005 - March 2015
Fidelity Investments September 2003 - December 2004
NSTAR January 2003 - August 2003
Peak Performance Group, Inc. December 2000 - December 2002
WebCT October 1999 - November 2000
John Hancock June 1998 - October 1999
PictureTel September 1995 - June 1998
The TJX Companies, Inc. June 1988 - September 1995
Skills
Instructional Design, Technical Writing, Graphic Design, Performance Consulting, Team Building, Instructor-led Training, Adult Education, E-learning Development, Software Training, Process Improvement, Editing, Storyboarding, Root Cause Analysis, Price Optimization, WebEx, Microsoft Office, Online Training, Software Documentation, Hands-on Training, E-Learning, Leadership, Analysis, Training, Program Management, Project Management, Distance Learning, Captivate, ADDIE, SnagIt, Learning Management..., Camtasia, Management, Business Analysis, Business Intelligence, Enterprise Software
Education
Boston University
Ed.M., Instructional Media and Technology
Bridgewater State University
B.A., English (Art Minor)
Northeastern University
Graduate Certificate, Technical and Professional Writing
Salem High School
John Hancock Long Term Care February 2007 - Present
John Hancock January 2005 - February 2007
John Hancock January 2000 - January 2005
Colonial Rehabilitation and Nursing Facility February 1998 - December 1999
Skills
Long-term Care, Long Term Care Insurance, Claim, Medicare, Health Insurance, Life Insurance, Insurance, Underwriting, Business Analysis, Management, Process Improvement, Risk Management, Strategic Planning, Managed Care, Requirements Analysis, Program Management, Leadership, Business Development, Healthcare, Project Management, Analysis, Customer Service, Requirements Gathering, Business Process..., Strategy
Education
Boston College 1994 — 1996
MSW, Social Work
Southern Connecticut State University 1989 — 1993
BA in Psychology, Abnormal Psychology and Mental Health
Freelance January 2009 - Present
Weight Classes (Short Film) January 2013 - February 2015
Roubini Global Economics July 2009 - August 2012
John Hancock September 2004 - April 2008
Skills
Graphic Design, Multimedia, Creative Writing, Film Editing, Photoshop, Art Direction, Web Design, Adobe Creative Suite, Color Correction, Audio Video Syncing, Illustration, Non-linear Editing, Copywriting, Social Media, Motion Graphics, Video Editing, Post Production, Web Development, Creative Direction, Film Production, Video, Photography, Digital Photography, CSS, HTML, Cinematography, Film, Final Cut Pro, Video Production, Editorial, New Media, Blogging, Advertising, Mac, Flash, Graphics, Art, After Effects, Television, User Interface Design, Videography, Digital Media, Premiere, Storyboarding, User Experience, InDesign, Visual Effects
Education
Boston University 2008 — 2009
Graduate Studies, Cinema, Creative Writing
New England Art Institue 2000 — 2003
Multimedia and Internet Technologies
The Vanguard Group June 2007 - Present
Radian December 2006 - June 2007
John Hancock 2001 - 2007
Skills
Capital Markets, Asset Allocation, Portfolio Management, Fixed Income, Risk Management, Investment Strategies, Mutual Funds, Investment Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Modeling, Hedge Funds, Valuation
Education
Wharton, University of Pennsylvania 2011 — 2013
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
University of Scranton 1996 — 2000
BS, Mathematics
John Hancock August 2012 - Present
Office of Education Abroad, Bentley University January 2010 - May 2012
Bentley Undergraduate Admission January 2009 - December 2011
R.M. Sullivan Transportation May 2011 - August 2011
Palmer Dedicated Logistics June 2008 - August 2010
Skills
Accounting, PowerPoint, Financial Analysis, Financial Planning, Access, Microsoft Word, Microsoft Excel, Portfolio of Investments, Outlook, SPSS, Excel, Financial Management, Word, Bloomberg, Strategic Financial..., SAP, Financial Reporting, Managerial Finance, Account Reconciliation, Finance, Financial Accounting
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance and Accounting
The Royal Melbourne Institute of Technology University 2009 — 2009
Northfield Mount Hermon High School 2004 — 2008
Sprint Nextel May 2012 - September 2012
John Hancock October 2010 - January 2011
John Hancock July 2008 - October 2010
John Hancock October 2007 - July 2008
Skills
Event Planning, Marketing Communications, Social Media, Event Management, PowerPoint, Social Media Marketing, Marketing, Sales, Marketing Strategy, Account Management, Strategic Planning, Project Management, Leadership, Corporate Events, Meeting Planning, Fundraising, Social Networking, Advertising, Outlook, Salesforce.com
Education
Bryant University 2003 — 2007
BA, Communication, Marketing
Bond University
Marketing and Communication
Netage Solutions April 2013 - Present
SS&C Technologies January 2009 - March 2013
TheNextRound, Inc. (SS&C Technologies) January 2006 - December 2008
John Hancock June 2002 - December 2005
Skills
SDLC, Customer Relations, Client Relationship..., Business Relationship..., Software Project..., Project Implementation, Software Implementation, Implementation Services, Business Analysis, Systems Analysis, Workflow Analysis, Requirements..., Functional..., Product Specification, Process Improvement, Business Process..., Software Quality..., Product Management, Operations, Alternative Investments, Private Equity, Venture Capital, Fundraising, CRM software, People Skills, Managing Employees, Managing Processes, Software Training, Management, CRM, Customer Service, Hands-on Training, Requirement..., Requirements Analysis, SaaS, Professional Services, Enterprise Software, Business Process, Software Documentation, Quality Assurance
Education
Bentley University 1998 — 2002
BS, Accounting Information Systems
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Atlantic Brokerage & Health Quest July 2011 - Present
Hooper Holmes September 2008 - December 2010
CJA & Associates 2006 - 2008
AXA 2000 - 2006
The MONY Group 2000 - 2005
John Hancock 1998 - 2000
Aetna 1993 - 1998
Security Mutual Life October 1984 - June 1993
Skills
CLU, Life Insurance, Insurance, ChFC, Fixed Annuities, Access Control, Series 63, Sales, Property & Casualty..., Management, Employee Benefits, Disability Insurance, Strategy, Financial Services, Retirement, Health Insurance, Brokers, Marketing, Reinsurance, Risk Management, Strategic Financial..., Medicare, Pensions, IRAs, Retirement Planning, 401k, Term Life Insurance, Underwriting, General Insurance, Financial Planners, Commercial Insurance, Investments, New Business Development, Long-term Care, Workers Compensation, Universal Life, Estate Planning, Mutual Funds
Education
Binghamton University 1986 — 1989
BS, Mathematics, Computer Science
Harvard University August 2010 - Present
Mass Elite March 2004 - Present
CT Corporation September 2008 - August 2010
CT Corporation September 2007 - September 2008
John Hancock September 2006 - September 2007
Fitcorp Healthcare Centers 2005 - 2006
Skills
Social Media, Marketing, Event Planning, Salesforce.com, Microsoft Office, Sales, Social Media Marketing, Microsoft Excel, Event Management, PowerPoint, Strategic Planning, Customer Service
Education
Boston University 2009 — 2009
Paralegal Certificate
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
B.S., Marketing Management
Hingham High School 1995 — 1999
John Hancock August 2012 - Present
Highland Capital Brokerage January 2011 - August 2012
Highland Capital Brokerage June 2010 - February 2011
Highland Capital Brokerage August 2006 - June 2010
Sun Life Financial July 2005 - August 2006
Sun Life Financial February 2003 - July 2005
Skills
Series 6, Series 63, Life & Health Insurance...
Education
Boston College
Bachelor of Arts (B.A.)
University of Massachusetts, Amherst 1995 — 1999
BS, Biology
Pitman High School
Raytheon September 2005 - Present
John Hancock January 1989 - September 2005
Boston College 1983 - 1989
Skills
Event Planning, Event Management, Meeting Planning, Contract Negotiations, Conferences, Vendor Relations, Site Selection, Budget Management, Budgeting, Contract Negotiation, Special Events, Team Building, Corporate Events, Corporate Communications, Logistics, Team Leadership, Budgets, Business Development, Communication Training, Crisis Communications, Cross-functional Team..., Events, Hospitality, Internal Communications, Leadership, Leadership Development, Location Intelligence, Management, Marketing, Marketing Strategy, Negotiation, Program Management, Project Management, Proposal Writing, Public Relations, Social Media, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Trade Shows, Vendors, Hospitality Industry
Education
Boston College 1979 — 1983
BS, Business/Human Resources
Wiznucleus, Inc. March 2009 - Present
John Hancock October 2008 - March 2009
John Hancock Life Insurance Company (U.S.A.) March 2008 - October 2008
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2008
Skills
Process Improvement, Business Analysis, Risk Management, Operations Management, Project Management, Account Management, Team Building, Program Management, Sales, Business Development, Software Documentation, Analysis, Management, Finance, Customer Service, SaaS, Start-ups, Strategy, CRM, Entrepreneurship, Consulting, Enterprise Software, Microsoft Excel, Leadership, Project Planning, Microsoft Office, Financial Analysis
Education
Bentley University 2002 — 2006
Bachelor's degree, Marketing
A+E Networks October 2014 - Present
Amplify Releasing January 2014 - October 2014
NYU Stern School of Business August 2012 - May 2014
Cinetic Media September 2013 - December 2013
IFC Films April 2013 - September 2013
Film Presence February 2013 - August 2013
The Dentsu Network April 2011 - July 2012
Sanford C. Bernstein August 2009 - March 2010
John Hancock July 2007 - July 2009
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Entertainment, Media & Tech / Finance
Boston University 2003 — 2007
BA, Int'l Relations, Economics, 3.98
Ruberto, Israel & Weiner, P.C. February 2013 - Present
Sheff Law December 2010 - February 2013
Lubin & Meyer P.C September 2008 - December 2010
Massachusetts Land Court May 2007 - August 2007
Bartle Bogle Hegarty, LLC September 2005 - July 2007
John Hancock May 2003 - October 2004
The United Kingdom Parliament- House of Commons September 2003 - December 2003
Skills
Legal Writing, Civil Litigation, Courts, Litigation, Legal Research, Commercial Litigation, Appeals, Trials, Torts, Hearings, Dispute, Dispute Resolution, Alternative Dispute..., Employment Law, Mediation, Legal Technology, Legal Compliance, Professional Services, Professional Liability, Professional Writing, Professional..., Marketing Strategy, Governmental Affairs, Business Strategy, Strategy, Speech Writing, Public Speaking, Oral Arguments, Cross-functional Team..., Strategic Leadership, Document Review, Online Research
Education
Suffolk University Law School 2007 — 2010
JD, Law
Bentley University 2001 — 2005
BS, Economics & Finance
European Business School (EBS) - London 2003 — 2003
Study Abroad, International Economics
Acton Boxboro
Cape Ann Adult Behavioral Learning Center October 2012 - Present
Enterprise Health Solutions 1996 - Present
Salem State University 1996 - Present
NASW 1979 - Present
Marblehead Cares Coalition 2011 - 2013
North Suffolk Mental Health September 2006 - August 2009
InfoMC 2002 - 2003
ValueOptions 1997 - 1999
John Hancock 1995 - 1997
Assured Health Systems 1990 - 1992
Skills
Clinical, Mental Health, Treatment, Behavioral Health, Healthcare, Leadership Development, Team Building, Healthcare Management, Program Development, Social Services, Counseling, Community Outreach, Case Management, Teaching, Staff Development, Psychotherapy, Change Management, Adults, Adolescents, Organizational Change, Non-profits, Public Speaking, Organizational..., Psychology, Writing, Program Evaluation, Management Consulting, Counselling, Clinical Supervision, Managed Care, Case Managment, Supervisory Skills, Nonprofits, Training, Program Management, Leadership, Conflict Resolution, Clinical Research, Grants, Grant Writing, Policy, Prevention, Counseling Psychology, Mental Health Counseling, Family Therapy, Workshop Facilitation, Crisis Intervention, Group Therapy, Therapists
Education
Boston University 1977 — 1979
MSW, Casework/CO
Tufts University 1971 — 1975
BS, Psychology
Salisbury School 1967 — 1971
Diploma, High School
Koch Supply and Trading September 2007 - Present
Putnam Investments March 2006 - August 2007
John Hancock June 2004 - March 2006
Teach for America August 2001 - August 2003
Skills
Financial Modeling, Statistics, Data Analysis, Portfolio Management, Valuation, Economics, VBA, Risk Management, Matlab, Real Options Analysis, Monte Carlo Simulation, VAR, Time Series Analysis, Quantitative Finance, Options, Financial Analysis, Trading, Analysis, Equities, Fixed Income, Bloomberg, Derivatives, Operations Research, Modeling, Education, Commodity Markets
Education
Boston University 2003 — 2004
MA, Mathematical Finance
Trinity University 1997 — 2001
BS, Mathematics and Economics
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2009 - November 2012
John Hancock May 2006 - December 2009
Manulife Financial June 2000 - May 2006
State Street Bank July 1997 - September 1999
Skills
Strategy, Strategic Planning, SDLC, Vendor Management, Business Analysis, IT Strategy, Process Improvement, Requirements Analysis, Program Management, Software Project..., PMP, Enterprise Architecture, Project Portfolio..., Data Warehousing, Business Intelligence, Business Process..., Insurance, Integration, Agile Methodologies, Relationship Management, Microsoft SQL Server, Cross-functional Team..., Outsourcing, Software Development, Information Technology, Solution Architecture, PMO, Visio, Business Process, IT Management
Education
Boston University
Master of Science
University of Massachusetts, Amherst 1991 — 1994
BS
Product & Marketing Consulting August 2014 - Present
Parent Media Group January 2012 - June 2014
Parent Media Group January 2012 - September 2013
Efinancial July 2010 - December 2011
Esurance May 2005 - June 2010
IntelliQuote July 2002 - April 2005
InsWeb January 2000 - April 2002
John Hancock July 1994 - December 1999
John Hancock Financial Services 1985 - 1999
Aetna September 1983 - December 1984
Skills
Lead Generation, Online Advertising, Business Development, Online Marketing, E-commerce, Cross-functional Team..., Positioning, Product Management, SEO, Strategic Partnerships, CRM, Budgets, Affiliate Marketing, Marketing Strategy, Segmentation, Marketing, Analytics, Strategy, Program Management, Sales Management, Integrated Marketing, Direct Marketing, Leadership, Management, Sales, PPC, Email Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
Leadership for Change
University of Michigan - Stephen M. Ross School of Business
Bachelor's Degree, Marketing/Marketing Management, General
Brother Rice High School
Cerulli Associates May 2012 - Present
Cambridge Associates LLC March 2007 - August 2011
MFC Global Investment Management January 2005 - February 2007
John Hancock Advisers January 2002 - December 2005
John Hancock August 1998 - December 2001
John Hancock January 1997 - July 1998
John Hancock September 1989 - December 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Isenberg School of Management, UMass Amherst
BBA, Finance
State Street Corporation December 2006 - October 2012
John Hancock 2000 - 2005
John Hancock Financial Services 1979 - 2000
Skills
Project Management, Staff Development, Vendor Management, SDLC, Business Analysis, Customer Service, Team Building
Education
Simmons College - Simmons School of Management 1985 — 1988
MBA
Boston College
Bachelor of Arts
John Hancock June 2007 - Present
Health Resources in Action March 2005 - May 2007
First Marblehead/ TERI November 2001 - March 2005
Skills
Marketing Communications, Helping Clients Succeed, Creative Writing, Technical Writing, Project Management, Corporate Communications, Internal Communications, Sales, Non-profits, Long Term Care Insurance, Public Health, Publications, Press Releases, Event Management, Non-profit Board..., Adobe Creative Suite, Microsoft Office, QuarkXPress, SharePoint, Social Media, Advertising, Manage Client..., Event Planning, Marketing, Newsletters, Graphic Design, Blogging, Public Relations, Editing, Nonprofits
Education
Boston College 1998 — 2003
Bachelor of Arts (B.A.), Communications
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
MBA Opens Doors Foundation January 2015 - Present
Mortgage Bankers Association October 2014 - Present
Fannie Mae November 2013 - October 2014
Fannie Mae March 2012 - November 2013
Fannie Mae April 2010 - March 2012
Fannie Mae January 2010 - April 2010
Fannie Mae May 2009 - January 2010
Fannie Mae January 2006 - May 2009
Haynes Consulting September 2001 - December 2005
John Hancock May 2000 - September 2001
Skills
CPA, Budgets, Organizational Design, Management, Talent Management, SEC filings, Financial Analysis, Strategic Financial..., Consolidation, Accounting, Forecasting, Analysis, Sarbanes-Oxley Act, Process Improvement, Finance, Executive Management, Leadership, Financial Reporting, Financial Modeling, Change Management, Cross-functional Team..., Auditing, Financial Services, Internal Controls, Analytics, Mergers & Acquisitions, Risk Management, Performance Management, Banking, Strategic Planning, Managerial Finance, Program Management, Financial Planning
Education
Boston University - School of Management
MBA, Finance, General
Bentley University
Bachelors Science, Accounting
The American College 2011 — 2015
Chartered Financial Consultant
Vecna May 2015 - July 2015
MIT July 2012 - September 2014
Google September 2010 - July 2012
The Debt Exchange February 2009 - June 2009
EnerNOC, Inc. February 2008 - December 2008
Thomson Financial 2006 - 2007
Boston Universtity February 2003 - December 2006
John Hancock 1999 - 2002
Skills
Windows, Computer Hardware, Linux, Enterprise Software, Windows Server, Virtualization, Active Directory, Operating Systems, Troubleshooting, System Administration, Laptops, Security, Servers, Hardware, Networking, Disaster Recovery, Data Center
Education
Boston University 2003 — 2005
Newbury College 1999 — 2001
Associate of Science (A.S.), Computer Science
Newbury College
CFGI October 2006 - November 2007
J. Jill 2005 - 2007
John Hancock May 2005 - December 2006
PricewaterhouseCoopers September 1999 - May 2003
Skills
SEC Filings, Financial Reporting, Financial Analysis, Finance, Internal Controls, Sarbanes-Oxley Act
Education
Boston College 1995 — 1999
John Hancock August 2013 - Present
OSF-Global January 2013 - July 2013
Vertex Pharmaceuticals September 2009 - February 2011
Management Resource Consultants 1996 - September 2009
Skills
ERP, Business Intelligence, Integration, Management, Analysis, Oracle, SaaS, Business Analysis, Project Management, SDLC, Business Requirements, E-commerce, Business Process, Software Project..., Business Process Design, Vendor Management, Requirements Analysis, Risk Management, Business Process...
Education
Boston University
Project Management Fast Track to PMP Certification
Williams College
Bachelor of Arts (BA)
John Hancock Education ConsultantJohn Hancock1981 - 2000
Skills
Marketing, Series 63, Series 6, Digital Marketing, Marketing Communications, Fixed Annuities, Product Management, Series 7, Financial Services, Product Marketing, Email Marketing, Marketing Strategy, Project Management, Insurance, CRM, Life Insurance, Relationship Management, Direct Marketing
Education
Bentley University 1968 — 1972
Bs
SAS Institute July 2008 - Present
ADP July 2006 - June 2008
Sentillion July 2005 - July 2006
Veridiem December 2003 - June 2005
Taxware Inc May 2002 - September 2003
InteQ Corporation May 2001 - November 2001
ThinkMart March 2000 - December 2000
John Hancock May 1997 - March 2000
Education
Bentley University
Janus Capital Group December 2013 - Present
Discount Tire Company April 2012 - July 2013
Prudential Financial October 2009 - May 2012
Oxford Investment Partners June 2008 - September 2009
Bank of America February 2005 - November 2007
John Hancock March 1997 - May 1999
Fidelity Investments December 1994 - March 1997
Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management
Education
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
Bentley University 1988 — 1990
Pension Certificate, Pension Law
University of South Florida 1984 — 1987
Bachelors of Science, Political Science
Verve Music Group August 2008 - August 2009
ASCAP March 2006 - March 2008
ASCAP April 2005 - March 2006
WFNX Radio Network May 2003 - August 2003
John Hancock March 1999 - July 2001
Skills
Music Licensing, Music Industry, Licensing, Music Publishing, Music, Copyright Law
Education
Berklee College of Music 2000 — 2003
Natixis Global Asset Management March 2012 - Present
John Hancock November 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) February 2005 - May 2006
Skills
Morningstar, Factset, Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, Bloomberg, Alternative Investments, Investment Strategies, Fund Administration, Portfolio Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2004
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Admin
John Hancock 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 2004 - 2004
Skills
Financial Analysis, Financial Reporting, Banking, Risk Management, Fixed Income, Finance, Investments, Corporate Finance, Financial Services
Education
Boston University 2002 — 2004
MSA, Financial Economics
Bentley University 1997 — 2002
BA, Finance
John Hancock May 2006 - Present
Signator Investors Inc 1998 - 2006
Skills
Project Management, Series 7, Marketing Strategy, Bloomberg, Mutual Funds
Education
Boston University 1993 — 1997
Fannie Mae January 2008 - Present
MMA Financial 2004 - 2008
John Hancock 1991 - 2004
Education
Boston College
A&S
Boston College - Wallace E. Carroll Graduate School of Management
MBA
John Hancock Financial Services May 2013 - Present
John Hancock April 2004 - April 2013
John Hancock Financial Services September 2003 - March 2004
John Hancock Financial Services September 2001 - August 2003
John Hancock Financial Services February 1998 - August 2001
Skills
PMO, Risk Management, Financial Services, Insurance, SDLC, Project Portfolio..., Product Management, CRM, Cross-functional Team..., Management, Program Management, Performance Management, Operations Management, Budgets
Education
Boston University 1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford 1979 — 1983
BS, Economics/Psychology
John Hancock June 2012 - Present
Skills
Project Management, Agile Project Management, Project Finance, MS Project, Software Project..., Waterfall, Business Analysis, IT Strategy, SDLC, Business Process...
Education
Boston College
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Suffolk University
Master of Public Administration (M.P.A.)
BlackRock June 2010 - Present
AllianceBernstein March 2005 - July 2010
Marsico Capital Management June 2003 - December 2004
Goldman Sachs Asset Management June 1997 - June 2003
John Hancock 1993 - 1995
Blackstone Bank 1987 - 1991
Skills
Asset Allocation, Fixed Income, Management, Alternative Investments, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Investment Strategies, Hedge Funds, Asset Managment, Bloomberg, Capital Markets, Investment Management, Series 7, ETFs
Education
Bentley University 1984 — 1988
Bachelor of Science (B.S.), Marketing/Computer Science
John Hancock September 2008 - Present
John Hancock May 2007 - September 2008
Skills
Bloomberg, Bloomberg Terminal, Fixed Income, Financial Analysis, Bonds, Investment Management, Securities, Data Analysis, Microsoft Excel, Financial Services
Education
Harvard University 2009 — 2012
Graduate, Management - Finance
Boston University 2004 — 2007
Bachelors, Communication - Public Relations
John Hancock December 1996 - Present
Manulife Financial 1996 - Present
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Retirement, Insurance, Life Insurance, Investments, Strategic Financial..., 401k, Separately Managed..., Estate Planning, Securities, FINRA, Disability Insurance, Long-term Care
Education
Boston College 1982 — 1986
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance November 2010 - July 2014
John Hancock March 2009 - November 2010
John Hancock Financial Services September 2007 - February 2009
John Hancock November 2002 - September 2007
Pioneer Investments 2001 - 2003
Beth Israel Deaconess Medical Center 1999 - 2000
Skills
HRIS, Metrics, Talent Management, Business Analysis, Analysis, Workforce Planning, Talent Assessment, Presentation Development, Organizational Design, Job Descriptions, Compensation, Performance Management, Employee Surveys, Business Relationship..., HR Strategy, Personnel Management, Strategic Planning, Recruiting, Employee Relations, Employee Engagement, Human Resources
Education
Boston University 1995 — 1999
BA, Psychology
MC Financial Services Ltd (a subsidiary of Mitsubishi Corporation) January 2012 - Present
Aladdin Capital June 2003 - December 2011
ARM Financial Group January 1996 - February 1999
John Hancock 1987 - 1992
Skills
Fixed Income, Alternative Investments, Asset Management, Investments, Mutual Funds, Financial Services, Structured Finance, Credit, Retirement Planning, Retirement, Institutional..., Loans, Insurance, Funding, Capital Markets, Equities, Bonds, Securities, Hedge Funds
Education
Northern Illinois University 1980 — 1982
Masters Degree, Public Administration
Blackburn College 1976 — 1980
BA, Social Sciences
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
Tufts University 2008 - Present
John Hancock 2001 - 2008
Education
Bentley University 1993 — 1997
St. Henrys School August 2013 - Present
Madison Metroplitan School District October 2012 - Present
The Costas Network 2012 - Present
Newton Public Schools January 2010 - June 2012
Newton Public Schools January 2010 - June 2012
Camp Pikati 2010 - 2010
Manulife Financial October 2005 - March 2008
John Hancock 2005 - 2008
Skills
Customer Service, Word, PowerPoint, Microsoft Office, Insurance, Lotus Notes, Event Planning, Software Documentation, Public Speaking, Access, Research, Data Entry, Social Media, Mutual Funds, Teaching, Editing, Time Management, Fixed Annuities, Administrative..., Teamwork, Project Management, Event Management, Classroom, Community Outreach, Special Education
Education
Lesley University 2009 — 2012
Master's degree, Elementary Education and Teaching
Boston College 2001 — 2005
Bachelor's degree, History
John Hancock 2004 - 2007
John Hancock 1999 - 2004
John Hancock 1997 - 1999
Skills
SDLC
Education
Boston Latin School 1989 — 1994
John Hancock June 2000 - Present
Education
Bentley University 1996 — 2000
John Hancock June 2005 - Present
John Hancock Annuities December 2004 - May 2005
Manulife Private Account July 2003 - November 2004
Skills
Adobe Acrobat, Creative Services, Adobe Creative Suite, Email Marketing, Brochures, Direct Mail, Creative Direction, Social Media, Advertising, QuarkXPress, Mac, Project Management, Offset Printing, InDesign, Print Production Process, Marketing Communications, Direct Marketing, Management
Education
Bentley University 1996 — 2000
Bachelor of Science, Marketing
IBM September 2015 - Present
IBM Global Services July 2003 - Present
John Hancock January 2000 - June 2003
John Hancock June 1997 - December 1999
InterLynx 1996 - 1997
Skills
VMware ESX, Team Leadership, Process Improvement, Enterprise Architecture, Server Consolidation, Customer Service, Windows, VMware, Business Analysis, Vendor Management, Integration, Solution Architecture, High Availability, System Administration, Security, ITIL, IT Service Management, SDLC, Management, Project Portfolio..., Virtualization, Microsoft SQL Server, IT Strategy, Disaster Recovery, Infrastructure, Windows Server, Requirements Analysis, Business Process, Storage, Hardware, Service Delivery, SharePoint, SQL, Program Management, Leadership, Cloud Computing, IT Management, Data Center, Servers, Information Technology
Education
Boston University 1990 — 1992
MA, Biology
Boston University 1986 — 1990
BA, Mathematics
Campion
MBTA June 2004 - Present
Rreef Real Estate Investment Managers June 1999 - October 2002
John Hancock September 1979 - July 1995
Skills
Microsoft Office, Word, Excel, Administration, Customer Service, HTML, PowerPoint, Scheduling, Access, SQL, Accounts Payable, Billing, Customer Relations, Problem Solving, Contract Management, PeopleSoft, Purchasing, Inventory Management, Accounts Receivable, Supervisory Skills, Transportation, Research, Documentation, Writing, Editing, Procurement, Windows, Photoshop, Planning, Compliance, Troubleshooting, Accounting, Visual Basic, Budgeting, CSS, Policy, Administrative Support, Databases, Outlook, Visio, Team Building, Teamwork, Database Administration, Spreadsheets, Microsoft Excel, Budgets, Proposal Writing, Program Management, Microsoft Word, Leadership
Education
Boston University
Certificate, Web Development
Louisana State University
Bachelor of Science, Dietetics
Trident Systems November 2008 - Present
Fidelity Investments 2003 - 2007
Emplanet July 2002 - November 2002
CommercialWare, Inc March 2000 - July 2002
CommercialWare October 1996 - March 2000
John Hancock May 1996 - October 1996
Skills
Test Planning, Agile Methodologies, Software Quality..., Test Management, Test Cases, Requirements Analysis, Functional Analysis
Education
Bentley University 1992 — 1996
Sage Bank January 2015 - Present
Citizens Financial Group, Inc. April 2014 - December 2014
RMPI Consulting, LLC September 2009 - April 2014
Fair Isaac February 2006 - 2009
John Hancock March 1995 - October 2002
Fleet Management and Recovery Corporation 1992 - 1995
Fleet Financial Group 1989 - 1995
RECOLL Management Corporation 1989 - 1992
Bank of New England 1987 - 1989
United States Navy May 1982 - August 1987
Skills
Risk Management, Process Improvement, Banking, Credit Risk, Strategy, Enterprise Risk..., Business Analysis, Portfolio Management, Business Process, Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Commercial Lending, Credit, Business Strategy, Financial Services, Insurance, Consulting, Relationship Management, Leadership, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1993
MBA, Business
United States Naval Academy 1978 — 1982
B.S., Naval Architecture
Belmont Hill School 1973 — 1978
Sun Life Financial November 2004 - Present
John Hancock 1990 - November 2004
Skills
Actuarial, Risk Management, Product Development, Actuarial Science, Fixed Annuities, Insurance, Pricing, Valuation, Financial Risk, Financial Services, Reinsurance, Financial Analysis, Retirement, Life Insurance, Financial Modeling
Education
Boston College 1986 — 1990
BA, Mathematics and Economics
Citigroup March 2007 - Present
Mellon Financial November 2001 - February 2007
John Hancock August 1996 - April 1999
Education
Boston University 1997 — 2001
M.S., Organizational Development
Bentley University 1990 — 1994
B.S., Management
Coventry Health Care June 2000 - Present
MangedComp August 1998 - June 2000
managed comp 1999 - 2000
William gallagher assoc 1996 - 2000
Marsh & Mclennan 1991 - 1996
John hancock 1983 - 1988
Skills
Insurance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Project Management, Managerial Finance, Workers Compensation, Accounts Receivable, Accounting, Change Management, Process Improvement, Forecasting, Managed Care, Mergers & Acquisitions, Strategic Financial..., Data Analysis, Strategic Planning, Leadership, Access, Sarbanes-Oxley Act
Education
Bentley University 1974 — 1978
Northeast Bank December 2010 - Present
FHB Formation LLC September 2010 - December 2010
Harvard Business School Publishing January 2009 - September 2010
Capital Crossing, a Division of Lehman Brothers Bank May 2001 - August 2008
Essex Property Trust March 1999 - December 2000
John Hancock May 1987 - September 1998
Education
Boston College
BA, Business Management
Bay State 1985 — 1987
Associate, Executive Secretarial
St. Clement High School 1981 — 1985
JP Morgan Chase Bank N. A. December 2010 - Present
Charles Martin Mortgage, LLC May 2010 - December 2010
John Hancock February 2009 - December 2010
2008 - 2009MERRILL LYNCH GLOBAL WEALTH MANAGEMENT September 2008 - January 2009
2006 - 2008UBS FINANCIAL SERVICES, INC September 2005 - August 2008
2006MORTGAGE IT, INC July 2002 - June 2006
Education
Boston College 1998 — 2002
BA, Communication
AXA January 2015 - July 2015
AXA Equitable October 2013 - December 2014
John Hancock September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - September 2011
Skills
Fund Administration, Mutual Funds, Investments, Financial Analysis, Bloomberg, Securities, Financial Services, Equities, Bank Reconciliation, Supervisory Experience, Budget Process, Regulatory Filings, External Audit, Procedure Development, Process Improvement, Flux Analysis, Pivot Tables
Education
Bentley College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Academy of Notre Dame 1996 — 1999
High School
The Blackstone Group SVP - Corporate Audit & FraudFirst MarbleheadJune 2004 - February 2008
John Hancock April 1996 - June 2004
Education
Boston University 1980 — 1984
BS/BA, Accounting/Finance
John Hancock Life Insurance Company (U.S.A.) October 2000 - Present
Harvard Pilgrim Health Care 1998 - 2000
John Hancock November 1984 - March 1998
Skills
SQL Server, Access, Customer Relations, SQL, Financial Analysis, Leadership, Business Analysis, Customer Service, Microsoft SQL Server, Oracle, Vendor Management, Requirements Analysis, Requirements Gathering, Business Intelligence, SDLC, Software Documentation, Process Improvement, Databases
Education
Clark University 1998 — 1999
Client Server Certificate, Computer Science
Boston College 1972 — 1984
AB, Business Administration - Marketing
Cathlic Memorial
John Hancock InternPwCJune 2006 - August 2006
Education
Boston College 2003 — 2007
Economics & Philosophy
Boston University September 2014 - July 2015
Agencyport Software December 2011 - September 2014
Agencyport Software April 2006 - December 2011
John Hancock June 1997 - October 2001
John Hancock June 1997 - March 1999
MCI Telecommunications July 1996 - January 1997
Masco Services September 1994 - June 1996
New England Financial; Boston, MA 1991 - 1996
Skills
Project Management, Analysis, Software Documentation, Business Analysis, Insurance, Software Project..., Testing, Risk Management, Training, CRM, Business Development, Customer Service, Vendor Management, Requirements Gathering, Change Management, XML, Quality Assurance, MS Project, Visio, Professional Services, Systems Analysis, Business Requirements, Project Planning, Account Management, SharePoint, User Acceptance Testing, Business Strategy, SDLC, Business Process..., Enterprise Software, Scrum, Agile Project Management, Process Improvement, Telecommunications, Data Analysis, Agile Methodologies, Program Management, IT Strategy, Resource Management
Education
Simmons College 1994 — 1997
MS, Communications Management
Boston College 1985 — 1989
BA, French Literature & Business concentration
Waltham High School
John Hancock April 2006 - Present
John Hancock May 2002 - April 2006
Boston University August 1996 - September 2001
Education
Boston University 2001 — 2002
MS, Mathematical Finance
Massachusetts Institute of Technology 1993 — 1995
PhD, Mathematics
Massachusetts Institute of Technology 1990 — 1992
MS, Mathematics
Victoria University of Wellington 1985 — 1989
Bsc Hons, Mathematics
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock September 1989 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2009
Skills
Excel, Strategic Planning, PowerPoint, Word, Microsoft Office, Access, Research, Analysis, Marketing Strategy, Writing, Adobe Acrobat, Social Media, Customer Service, Planning, Financial Analysis, Photoshop, Asset Management, Data Analysis, Scheduling, Insurance, English, Web Design
Education
Boston Architectural College 1999 — 2001
Graphic Design
Northeastern University
Finance
Fidelity Investments April 2014 - Present
Fidelity Investments March 2011 - March 2014
Fidelity Investments April 2005 - March 2011
Fidelity Investments September 1998 - March 2005
Fidelity Investments December 1994 - August 1998
John Hancock April 1992 - November 1994
Skills
Series 63, Wealth Management, Mutual Funds, Securities, Investments, Series 24, Asset Managment, FINRA, Retirement Planning
Education
Boston College 1988 — 1992
Bachelor of Arts (BA), Political Science
Walt Whitman HS 1984 — 1988
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - June 2013
John Hancock August 2008 - June 2012
University of Notre Dame September 2007 - May 2008
PwC August 2004 - August 2007
Skills
Employee Benefits, Human Resources, Talent Management, Performance Management, Leadership, Onboarding, Organizational Design, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Employee Relations, Succession Planning, HRIS, Applicant Tracking...
Education
Northeastern University 2009 — 2010
Graduate Certificate, Human Resources Management
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
John Hancock Director of ReportingJohn Hancock Life Insurance Company
Aviva 2003 - 2007
Aviva Life Insurance 2003 - 2007
Fidelity Investments 1992 - 2003
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, IFRS, Business Process..., Accounting, Risk Management, Financial Services, Insurance, Sarbanes-Oxley Act, Internal Controls, Asset Management, US GAAP
Education
Boston College 1987 — 1991
Suffolk University
Master of Business Administration (MBA)
Hancock Natural Resource Group (HNRG) August 2012 - Present
Hancock Natural Resource Group June 2010 - August 2012
John Hancock March 1997 - June 2010
John Hancock Financial Services February 1993 - March 1997
Skills
Human Resources, Temporary Placement, Employee Benefits, Talent Management, Talent Acquisition, Recruiting, Performance Management, Employee Relations, Taleo, Employee Engagement, Personnel Management, Process Improvement
Education
Boston University
Bachelor's, Business Administration
Gordon College
Johnson Graduate School of Management at Cornell University August 2014 - Present
Corning Incorporated June 2015 - August 2015
UBS Wealth Management March 2014 - July 2014
UBS Wealth Management June 2011 - March 2014
The Bank of New York Mellon April 2010 - June 2011
Bank of New York Mellon April 2009 - April 2010
John Hancock June 2008 - February 2009
Roche Bros. Supermarkets 2000 - 2009
Skills
Fixed Income, Equities, Microsoft Excel, VBA, Operational Efficiency, Project Management, Six Sigma, Electronic Trading, Bloomberg, FTP, FIX, Financial Analysis, Hedge Funds, Alternative Investments, Mutual Funds, Valuation, Securities, Fund Accounting, Investment Management, Options, Back Office, Business Analysis, Finance, Financial Services, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
BS, Finance, Management&Leadership
Prousalis & Papantonakis, P.C. October 2002 - Present
John Hancock January 1999 - June 2001
Skills
Real Estate, Bankruptcy, Loan Modifications, Residential Homes, Mediation, Short Sales, Foreclosures, Negotiation, First Time Home Buyers, Mortgage Lending, Sellers, Commercial Real Estate, Investments
Education
Suffolk University Law School 1995 — 1998
JD, Law
Boston University 1991 — 1995
BA, Economics and Political Science
Boston Latin School 1986 — 1991
High School
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
Fidelity Investments June 1999 - Present
John Hancock May 1998 - August 1998
Textron June 1997 - September 1997
Skills
DB2, Mainframe, SDLC, COBOL, Systems Analysis, SQL, Financial Services, Requirements Analysis, Software Project..., Business Analysis, Program Management, PMP, Portfolio Management, JCL, Relationship Management
Education
Boston College 1900 — 1900
Depository Trust Clearing Corporation Relationship ManagerFidelity InvestmentsFebruary 2005 - September 2008
Thorbahn Associates November 2003 - November 2005
Syndicated Services November 2000 - November 2002
John Hancock November 1997 - November 2000
Education
Boston University 1991 — 1995
BS, International Relations, Economics
D'Amore-McKim School of Business at Northeastern University
ms
JHM Online February 2010 - Present
John Hancock 1984 - 2009
Skills
Instructional Design, Distance Learning, SharePoint, E-Learning, Visio
Education
Boston University 1998 — 2002
EdM, CAGS, Instructional Design, Instructional Technology
John Hancock June 2013 - Present
Citizens Bank December 2000 - January 2003
Prudential Securities August 1996 - August 1999
Copley Real Estate Advisors May 1992 - August 1996
Skills
Real Estate Financing, Financial Modeling, Disposition, Investments, Loans, CMBS, Financial Analysis, Syndications, Valuation, Investment Banking, Asset Management, Due Diligence, Leases, Real Estate Economics, Real Estate, Capital Markets
Education
Massachusetts Institute of Technology
MS, Real Estate - Finance
Bentley University
bs, Finance
John Hancock May 2009 - Present
Bank of America March 2007 - March 2009
Deutsche Asset Management 2005 - 2007
Dechert LLP 2000 - 2005
Fidelity Investments 1999 - 2000
BASF 1997 - 1999
Skills
Securities, Compliance, Investments, Investment Advisory, Asset Management, Corporate Governance, Securities Law, Mutual Funds, Investment Advisers Act, Corporate Law, Investment Company Act, Investment Management, Financial Services, SEC filings, Securities Regulation, Alternative Investments
Education
Boston College Law School 1994 — 1997
JD, Law
Boston College 1990 — 1994
BA, summa cum laude, Political Science and Spanish
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services February 2013 - June 2015
John Hancock Life Insurance Company (U.S.A.) June 2011 - February 2013
John Hancock January 2008 - June 2011
Homesite Insurance April 2005 - December 2007
Homesite Insurance November 2004 - April 2005
Homesite Insurance June 2004 - November 2004
Education
Suffolk University Law School 2010 — 2014
Juris Doctor (J.D.), Concentration in Business and Financial Services, with distinction, Cum Laude
Suffolk University 2006 — 2008
Masters in Liberal Arts, Criminal Justice
Boston University 2005 — 2006
Certificate, Paralegal
Stonehill College 2000 — 2004
Liberal Arts, Criminal Justice
John Hancock Senior Systems AnalystJohn Hancock Life Insurance Company
Education
Bentley University 1992 — 1996
BS, Finance
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
John Hancock January 2006 - March 2012
Natixis Funds February 2000 - July 2005
SRI International October 1999 - January 2000
Celarix January 1999 - October 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Data Warehousing, SQL, Enterprise Architecture, Agile Methodologies, Software Project..., SharePoint, Web Design, Web Development, Music, Drums, Songwriting, Team Management, Team Building, Project Portfolio...
Education
Berklee College of Music
John Hancock Financial Services June 2013 - Present
John Hancock May 2009 - June 2013
Skills
Life Insurance..., Life Insurance, Customer Service, outsouring governance
Education
Binghamton University 1978 — 1982
BS, Mathematics
Yorktown High 1974 — 1978
New York Life 2012 - Present
Walton International Group 2010 - 2012
MassMutual January 2008 - November 2009
John Hancock September 2004 - January 2008
AXA / Mutual of New York - The MONY Group January 2002 - September 2004
John Hancock September 1997 - December 2002
Creighton University 1988 - 1992
Skills
Mutual Funds, Fixed Annuities, Real Estate, Series 7, Series 63, Retirement, Series 6, Retirement Planning, Alternative Investments, Investments, Wealth Management, Asset Allocation, Securities, Financial Advisory, 401k, Asset Managment, Insurance, FINRA, Separately Managed..., Strategic Financial..., Wealth Accumulation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
Creighton University 1988 — 1992
BSBA, Finance
Chartered Mutual Fund Counselor (CMFC)
CMFC, Chartered Mutual Fund Counselor
High School
High School
High School
High School
AssetMark July 2015 - Present
AssetMark March 2012 - June 2015
Genworth Financial March 2012 - August 2013
John Hancock September 2011 - January 2012
Education
Boston College 2007 — 2011
Boston College - Wallace E. Carroll School of Management
Bachelor of Science, Management; Marketing
St. Ignatius College Prep 2003 — 2007
Manulife Asset Management January 2010 - Present
John Hancock March 1998 - September 2010
Skills
Investments, Asset Allocation, Mutual Funds, Financial Services, Alternative Investments, Retirement, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston College 1990 — 1994
BS, Finance
Chartered Financial Analyst
Boston Advisors, LLC October 2014 - Present
John Hancock Financial Services July 2014 - September 2014
John Hancock July 2012 - June 2014
Eaton Vance June 2011 - August 2011
Hologic July 2010 - June 2011
Harvard University May 2008 - August 2009
Skills
Bloomberg, Equity Research
Education
Bentley University 2008 — 2012
B.S., Economics-Finance
Charles Schwab June 2011 - Present
TIAA-CREF December 2007 - June 2011
Wachovia Securities March 2004 - December 2007
MetLife May 2000 - March 2004
John Hancock May 1999 - May 2000
John Hancock September 1995 - May 1999
Education
Bentley University 1991 — 1995
BS, Marketing
Cardinal Spellman High School 1987 — 1991
Ropes & Gray LLP July 2007 - Present
Women's Bar Foundation 2005 - Present
Palmer & Dodge 2002 - 2007
John Hancock 1994 - 1999
Education
Boston College Law School 1999 — 2002
JD
Georgetown University 1990 — 1994
BS, Government
Fidelity Investments October 2000 - December 2008
John Hancock July 1995 - October 2000
Education
Boston University 2000 — 2002
Master of Science, Financial Economics
LINK II LLC January 2010 - Present
Private Real Estate Investment Group 1979 - Present
Spofford Group 2002 - 2005
Private "Angel" Investor 2000 - 2001
John Hancock 1996 - 2000
Sovereign Asset Management 1993 - 1996
NM Capital Management 1993 - 1996
Winchester Group, Inc. 1982 - 1993
Winchester Savings Bank 1974 - 1982
Skills
Investment Properties, Investments, Real Estate, Residential Homes, Real Estate Development, Start-ups, Finance, Management
Education
Boston College - Carroll School of Management
BS, Accounting / Finance
R.O.I. Building Services, Inc. February 2008 - Present
Enterprise Rent-A-Car January 2005 - July 2007
John Hancock September 2001 - May 2005
Education
Bentley College 1998 — 2001
Bachelor of Science, Finance
New England College of Business and Finance 1994 — 1997
Associates Degree, Accounting & Finance
Liberty Mutual Insurance Manager, Contract AdministrationLiberty Mutual1997 - Present
John Hancock 1993 - 1997
John Hancock, Unicare, Wellpoint 1991 - 1997
Education
Boston College 1973 — 1976
Masters, Psychology
Nielsen, Inc April 2012 - Present
State Street 2005 - 2012
John Hancock 2005 - 2005
Investors Bank & Trust 2004 - 2004
State Street 1995 - 2003
Skills
Financial Reporting, SEC filings, Budget, Mutual Funds, Financial Statements
Education
Boston University
Master's degree (M.S.), Administrative Studies
UMass Boston
Bachelor of Science (B.S.), Finance