John Hancock
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1,613 John Hancock employees in database. Find out everything there's to know about John Hancock employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
John Hancock Employees
Employee
Years
Job
Industry
Olivia Fung Olivia Fung's John Hancock Experience February 2015 - Present
Job National Sales Support at John Hancock
Industry Insurance
Experience
John Hancock February 2015 - Present
Blue Goji September 2013 - Present
The Jericho Project June 2012 - August 2012
Skills
Management, Sales, Cold Calling, Microsoft Office, Leadership, Customer Service, Microsoft Word, Training, PowerPoint
Education
Boston University 2009 — 2013
Bachelor's Degree, Psychology
The Wheatley School 2004 — 2009
High School
John Hancock February 2015 - Present
Blue Goji September 2013 - Present
The Jericho Project June 2012 - August 2012
Skills
Management, Sales, Cold Calling, Microsoft Office, Leadership, Customer Service, Microsoft Word, Training, PowerPoint
Education
Boston University 2009 — 2013
Bachelor's Degree, Psychology
The Wheatley School 2004 — 2009
High School
Nartarsha Vaughn-Jackson's John Hancock Experience May 2011 - Present
Job Long Term Care Service Consultant at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock May 2011 - Present
Adecco/Computershare January 2011 - March 2011
J.P. Morgan Chase August 2010 - November 2010
TJ Maxx May 2008 - April 2010
Old Navy October 2005 - January 2008
BELL foundation December 2005 - August 2007
Skills
Call Center, Customer Service, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Filing, Outlook, Microsoft Office, Spreadsheets, Time Management, Event Planning, Management, Telephone Skills
Education
Sanford-Brown College 2011 — 2013
Associate, Applied Science
Cambridge College 2010 — 2011
BS, Management Studies
John Hancock May 2011 - Present
Adecco/Computershare January 2011 - March 2011
J.P. Morgan Chase August 2010 - November 2010
TJ Maxx May 2008 - April 2010
Old Navy October 2005 - January 2008
BELL foundation December 2005 - August 2007
Skills
Call Center, Customer Service, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Filing, Outlook, Microsoft Office, Spreadsheets, Time Management, Event Planning, Management, Telephone Skills
Education
Sanford-Brown College 2011 — 2013
Associate, Applied Science
Cambridge College 2010 — 2011
BS, Management Studies
Christy Crooks's John Hancock Experience January 2010 - March 2010
Job Research Coordinator at Massachusetts General Hospital
Industry Research
Experience
Massachusetts General Hospital June 2014 - Present
The Floating Hospital for Children at Tufts Medical Center September 2012 - August 2013
The Floating Hospital for Children at Tufts Medical Center January 2012 - May 2012
Brigham & Women's Hospital April 2010 - August 2010
John Hancock January 2010 - March 2010
Skills
Qualitative and..., Subject recruitment, Behavior change strategy, Data analysis software, Hospital communication..., Survey development, Content development, Health literacy, Interpreting medical...
Education
Tufts University School of Medicine 2010 — 2012
Master of Science (MS), Health Communication
Bowdoin College 2004 — 2008
Bachelor of Arts (BA), English
The Lawrenceville School 2001 — 2004
Greenwich Country Day School
Massachusetts General Hospital June 2014 - Present
The Floating Hospital for Children at Tufts Medical Center September 2012 - August 2013
The Floating Hospital for Children at Tufts Medical Center January 2012 - May 2012
Brigham & Women's Hospital April 2010 - August 2010
John Hancock January 2010 - March 2010
Skills
Qualitative and..., Subject recruitment, Behavior change strategy, Data analysis software, Hospital communication..., Survey development, Content development, Health literacy, Interpreting medical...
Education
Tufts University School of Medicine 2010 — 2012
Master of Science (MS), Health Communication
Bowdoin College 2004 — 2008
Bachelor of Arts (BA), English
The Lawrenceville School 2001 — 2004
Greenwich Country Day School
Nick Baseel MSF CRPC Nick Baseel MSF CRPC's John Hancock Experience May 2007 - November 2007
Job Regional Vice President External Wholesaler
Industry Financial Services
Experience
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Vanessa St. Laurent's John Hancock Experience July 2001 - September 2002
Job Real Estate Sales & Wellness Consulting
Industry Real Estate
Experience
KB Home June 2015 - Present
Northern Trust Corporation October 2014 - June 2015
Banc of California October 2013 - February 2014
Outreach Concern September 2011 - July 2012
Bank of America August 2010 - September 2011
Ditech.com/GMAC Mortgage March 2002 - February 2010
Argosy University 2007 - 2009
John Hancock July 2001 - September 2002
Skills
Customer Service, Sales, Social Media, Mortgage Lending, Microsoft Office, Psychology, Finance, Social Networking, Writing, Client Rapport, Research, Play Therapy, Anxiety Disorders, Pharmacology, Sexuality Education, Body Image, Nutritional Counseling, Personal Shopping, Concierge Services, Real Estate, Health Psychology, Family Therapy, Mortgage Banking, Refinance, Therapists, Conflict Resolution, Referrals, Cold Calling, Business Development, Connecting People, Creative Solutions, Team Building, Loan Origination, Marketing, Recruiting, Investors, Strategic Planning, Investment Properties, Public Speaking, Luxury Lifestyle, Luxury Homes
Education
Argosy University-Orange County 2008 — 2012
Master's Degree, MA Counseling Psychology/MFT, 3.89
California State University-Long Beach
BA, BA Psychology, Cum Laude, 3.74
Nottingham Trent
Psychology- Study Abroad, Health Psychology & England's Environmental Issues, 4.0
KB Home June 2015 - Present
Northern Trust Corporation October 2014 - June 2015
Banc of California October 2013 - February 2014
Outreach Concern September 2011 - July 2012
Bank of America August 2010 - September 2011
Ditech.com/GMAC Mortgage March 2002 - February 2010
Argosy University 2007 - 2009
John Hancock July 2001 - September 2002
Skills
Customer Service, Sales, Social Media, Mortgage Lending, Microsoft Office, Psychology, Finance, Social Networking, Writing, Client Rapport, Research, Play Therapy, Anxiety Disorders, Pharmacology, Sexuality Education, Body Image, Nutritional Counseling, Personal Shopping, Concierge Services, Real Estate, Health Psychology, Family Therapy, Mortgage Banking, Refinance, Therapists, Conflict Resolution, Referrals, Cold Calling, Business Development, Connecting People, Creative Solutions, Team Building, Loan Origination, Marketing, Recruiting, Investors, Strategic Planning, Investment Properties, Public Speaking, Luxury Lifestyle, Luxury Homes
Education
Argosy University-Orange County 2008 — 2012
Master's Degree, MA Counseling Psychology/MFT, 3.89
California State University-Long Beach
BA, BA Psychology, Cum Laude, 3.74
Nottingham Trent
Psychology- Study Abroad, Health Psychology & England's Environmental Issues, 4.0
Andrew Arnott Andrew Arnott's John Hancock Experience November 1993 - September 2012
Job President & CEO at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2012 - Present
John Hancock November 1993 - September 2012
John Hancock Funds November 1993 - September 2012
John Hancock Financial Services 1993 - September 2012
Skills
Leadership, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Financial Services, Marketing, Retirement Planning, Retirement, Asset Management, Series 63, 401k, Management, Strategic Planning, Asset Managment, Strategy, Mergers & Acquisitions, Alternative Investments, Insurance, Securities, Asset Allocation
Education
Northeastern University 1998 — 2000
Master of Finance, Finance, General
Boston University Questrom School of Business 1989 — 1993
Bachelor's degree, Business Administration and Management, General
John Hancock Investments September 2012 - Present
John Hancock November 1993 - September 2012
John Hancock Funds November 1993 - September 2012
John Hancock Financial Services 1993 - September 2012
Skills
Leadership, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Financial Services, Marketing, Retirement Planning, Retirement, Asset Management, Series 63, 401k, Management, Strategic Planning, Asset Managment, Strategy, Mergers & Acquisitions, Alternative Investments, Insurance, Securities, Asset Allocation
Education
Northeastern University 1998 — 2000
Master of Finance, Finance, General
Boston University Questrom School of Business 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Will Chinn's John Hancock Experience December 2009 - February 2011
Job Treasury Manager, SunEdison
Industry Renewables & Environment
Experience
SunEidson 2015 - Present
Clean Power Finance March 2013 - April 2015
Clean Power Finance October 2011 - March 2013
Wells Fargo - Principal Investments Group February 2011 - October 2011
John Hancock December 2009 - February 2011
Fidelity Investments July 2005 - December 2009
Fidelity July 2005 - July 2008
General Investment & Development, LLC April 2004 - June 2005
Skills
Portfolio Management, Financial Statements, Corporate Finance, Finance, Valuation, Analysis, Bloomberg, Accounting, Capital Markets, Financial Analysis, Financial Modeling, Asset Management, Investments, Fixed Income, Cash Management, Derivatives, Internal Controls, Financial Services, Securities, US GAAP, Mutual Funds, Cash Flow, Access, Fund Accounting
Education
Boston University - School of Management 2007 — 2010
MBA, Finance & Economics
University of Kentucky 1995 — 2000
BBA in Finance, Minor in Geography
Franklin County High School 1991 — 1995
High School
SunEidson 2015 - Present
Clean Power Finance March 2013 - April 2015
Clean Power Finance October 2011 - March 2013
Wells Fargo - Principal Investments Group February 2011 - October 2011
John Hancock December 2009 - February 2011
Fidelity Investments July 2005 - December 2009
Fidelity July 2005 - July 2008
General Investment & Development, LLC April 2004 - June 2005
Skills
Portfolio Management, Financial Statements, Corporate Finance, Finance, Valuation, Analysis, Bloomberg, Accounting, Capital Markets, Financial Analysis, Financial Modeling, Asset Management, Investments, Fixed Income, Cash Management, Derivatives, Internal Controls, Financial Services, Securities, US GAAP, Mutual Funds, Cash Flow, Access, Fund Accounting
Education
Boston University - School of Management 2007 — 2010
MBA, Finance & Economics
University of Kentucky 1995 — 2000
BBA in Finance, Minor in Geography
Franklin County High School 1991 — 1995
High School
Chris Maiorana Chris Maiorana's John Hancock Experience March 2007 - September 2011
Job Partner, Practice Advisors Three Sixty; Owner, RCI, Inc.
Industry Management Consulting
Experience
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
Dan Pavao's John Hancock Experience January 2000 - January 2004
Job Senior Sales Executive Group Benefits at The Hartford
Industry Insurance
Experience
The Hartford January 2014 - Present
Ameritas May 2013 - January 2014
Guardian Life Insurance March 2005 - April 2013
First Data Corporation January 2004 - April 2005
John Hancock January 2000 - January 2004
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Sales, Dental Insurance, Vision Insurance, Health Insurance, Underwriting, Brokers, Group Insurance, Long-term Care, Term Life Insurance, Voluntary Employee..., Critical Illness, 401k
Education
Bridgewater State University 1995 — 1999
The Hartford January 2014 - Present
Ameritas May 2013 - January 2014
Guardian Life Insurance March 2005 - April 2013
First Data Corporation January 2004 - April 2005
John Hancock January 2000 - January 2004
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Sales, Dental Insurance, Vision Insurance, Health Insurance, Underwriting, Brokers, Group Insurance, Long-term Care, Term Life Insurance, Voluntary Employee..., Critical Illness, 401k
Education
Bridgewater State University 1995 — 1999
Karina Rousseau's John Hancock Experience January 2007 - May 2007
Job Product Marketing Director, Securities Finance & Collateral at SunGard
Industry Financial Services
Experience
SunGard April 2014 - Present
Omgeo June 2011 - April 2014
TechTarget May 2010 - June 2011
Cerulli Associates July 2007 - May 2010
John Hancock January 2007 - May 2007
Property & Portfolio Research June 2006 - December 2006
Skills
Salesforce.com, Social Media, B2B Marketing, Account Management, Microsoft Office, Sales, Relationship Management, PowerPoint, Project Management, Microsoft Excel, Analytics, New Business Development, Strategic Planning, Research, B2B, Event Planning, Partnership Marketing, Cross Functional..., Outstanding..., Competitive Analysis
Education
Bryant University 2003 — 2007
BSBA, Marketing
SunGard April 2014 - Present
Omgeo June 2011 - April 2014
TechTarget May 2010 - June 2011
Cerulli Associates July 2007 - May 2010
John Hancock January 2007 - May 2007
Property & Portfolio Research June 2006 - December 2006
Skills
Salesforce.com, Social Media, B2B Marketing, Account Management, Microsoft Office, Sales, Relationship Management, PowerPoint, Project Management, Microsoft Excel, Analytics, New Business Development, Strategic Planning, Research, B2B, Event Planning, Partnership Marketing, Cross Functional..., Outstanding..., Competitive Analysis
Education
Bryant University 2003 — 2007
BSBA, Marketing
Mark Laramee's John Hancock Experience March 2008 - November 2014
Job Corporate Solutions Sales Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2014 - Present
John Hancock March 2008 - November 2014
John Hancock August 2006 - March 2008
Bank of America February 2005 - August 2006
People's United Bank July 2004 - January 2005
Skills
Sales, Business Strategy, Insurance, Negotiation, Executive Management, Mutual Funds, Long-term Care, Life Insurance, Business Development, Sales Analysis, Performance Analysis, Competitive Intelligence
Education
Sacred Heart University; John F. Welch School of Business 2002 — 2004
MBA, Finance
Boston University - School of Management 1998 — 2002
BS, Finance
John Hancock Financial Services November 2014 - Present
John Hancock March 2008 - November 2014
John Hancock August 2006 - March 2008
Bank of America February 2005 - August 2006
People's United Bank July 2004 - January 2005
Skills
Sales, Business Strategy, Insurance, Negotiation, Executive Management, Mutual Funds, Long-term Care, Life Insurance, Business Development, Sales Analysis, Performance Analysis, Competitive Intelligence
Education
Sacred Heart University; John F. Welch School of Business 2002 — 2004
MBA, Finance
Boston University - School of Management 1998 — 2002
BS, Finance
Scott Wakefield III's John Hancock Experience May 1984 - December 1988
Job President at Wakefield Company
Industry Financial Services
Experience
Wakefield Associates June 2000 - Present
Wakefield Company September 1985 - Present
Treiber Group, Consulting Firm January 1998 - June 2000
Dodge Warren and Peters, Property Casualty Firm January 1992 - January 1998
Capital Analysts December 1988 - January 1992
John Hancock May 1984 - December 1988
John Hancock August 1981 - May 1984
Skills
Estate Planning, Asset Protection, Solution Design, Confidentiality, Retirement Planning, Probate, Trusts, Elder Law, Wills, Estate Administration, Special Needs Planning, Powers of Attorney, Living Trusts, Estate Tax Planning, Guardianship, Wealth Transfer, Insurance Planning, Living Wills, Wealth Management, Conservatorships, Charitable Giving, Wealth, Gift Tax, Wealth Preservation, Tax, LLC, Inheritance Tax Planning, Trust Services, Discretion, Loss Prevention, Business Continuity, Restrictive Covenants, Financial Planners, Wealth Management..., Investments, Long-term Care, Financial Planning
Education
Boston University Questrom School of Business 1979 — 1985
BS, Finance Adminstration
Boston University 1978 — 1984
BS, Administration and Finance
UCLA U Miami continuing
MBA, and Tax Law studies
Wakefield Associates June 2000 - Present
Wakefield Company September 1985 - Present
Treiber Group, Consulting Firm January 1998 - June 2000
Dodge Warren and Peters, Property Casualty Firm January 1992 - January 1998
Capital Analysts December 1988 - January 1992
John Hancock May 1984 - December 1988
John Hancock August 1981 - May 1984
Skills
Estate Planning, Asset Protection, Solution Design, Confidentiality, Retirement Planning, Probate, Trusts, Elder Law, Wills, Estate Administration, Special Needs Planning, Powers of Attorney, Living Trusts, Estate Tax Planning, Guardianship, Wealth Transfer, Insurance Planning, Living Wills, Wealth Management, Conservatorships, Charitable Giving, Wealth, Gift Tax, Wealth Preservation, Tax, LLC, Inheritance Tax Planning, Trust Services, Discretion, Loss Prevention, Business Continuity, Restrictive Covenants, Financial Planners, Wealth Management..., Investments, Long-term Care, Financial Planning
Education
Boston University Questrom School of Business 1979 — 1985
BS, Finance Adminstration
Boston University 1978 — 1984
BS, Administration and Finance
UCLA U Miami continuing
MBA, and Tax Law studies
Cissy Hu's John Hancock Experience July 2012 - August 2012
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Mark E. Taylor, CFP® Mark E. Taylor, CFP®'s John Hancock Experience 2001 - 2006
Job Vice President
Industry Financial Services
Experience
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
SunTrust June 2007 - Present
Charles Schwab 2006 - 2007
John Hancock 2001 - 2006
UBS Wealth Management 2000 - 2001
State Street 1999 - 2000
Education
Boston University 2003 — 2005
Financial Planning
University of Massachusetts at Lowell 1994 — 1998
BS
north middlesex
north middlesex
Brandon Cutler's John Hancock Experience July 2014 - September 2014
Job Service Desk Analyst at John Hancock
Industry Information Technology and Services
Experience
Morgan Lewis September 2015 - Present
Volpe, The National Transportation Systems Center May 2015 - Present
John Hancock July 2014 - September 2014
Shaw's Supermarkets August 2012 - September 2014
Steward Health Care March 2014 - April 2014
Brigham and Women's Hospital August 2013 - January 2014
The Computer Merchant 2014 - 2014
Shaw's Supermarkets 2012 - 2014
Skills
Computer Repair, Cash Register, Computer Maintenance, Cashiering, Time Management, Telephone Skills, POS, Teamwork, Data Entry, Windows XP, Technical Support, Information Technology, Access
Education
Cambridge College 2013 — 2014
Year up Boston 2013 — 2014
Information Technology
Morgan Lewis September 2015 - Present
Volpe, The National Transportation Systems Center May 2015 - Present
John Hancock July 2014 - September 2014
Shaw's Supermarkets August 2012 - September 2014
Steward Health Care March 2014 - April 2014
Brigham and Women's Hospital August 2013 - January 2014
The Computer Merchant 2014 - 2014
Shaw's Supermarkets 2012 - 2014
Skills
Computer Repair, Cash Register, Computer Maintenance, Cashiering, Time Management, Telephone Skills, POS, Teamwork, Data Entry, Windows XP, Technical Support, Information Technology, Access
Education
Cambridge College 2013 — 2014
Year up Boston 2013 — 2014
Information Technology
Brian Billmeier's John Hancock Experience July 2008 - November 2014
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Katie LaFleur McKay Katie LaFleur McKay's John Hancock Experience 2002 - 2004
Job National Sales Manager, Inside Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
Kelly Hagg Kelly Hagg's John Hancock Experience January 1999 - September 2000
Job Vice President, Head of Product Strategy and Thought Leadership
Industry Investment Management
Experience
Janus Capital Group 2011 - Present
Janus Capital May 2003 - August 2011
Fidelity Investments September 2000 - May 2003
John Hancock January 1999 - September 2000
Skills
Investments, Mutual Funds, Investment Management, Alternative Investments, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Structured Products, Equities, Securities, Portfolio Management, Strategy, Product Development, Fund Distribution, Corporate Development, Product Strategy, UCITs, liquid alternatives, Marketing and Branding, Product Marketing
Education
Boston University School of Law 2003 — 2003
Master of Law Candidate, Law
The Catholic University of America, Columbus School of Law 1996 — 1998
JD
Jagiellonian University 1997 — 1997
Krakow, Poland, International Law
The University of South Dakota 1990 — 1994
BA, Political Science
Janus Capital Group 2011 - Present
Janus Capital May 2003 - August 2011
Fidelity Investments September 2000 - May 2003
John Hancock January 1999 - September 2000
Skills
Investments, Mutual Funds, Investment Management, Alternative Investments, Capital Markets, Asset Management, Investment Strategies, Hedge Funds, Structured Products, Equities, Securities, Portfolio Management, Strategy, Product Development, Fund Distribution, Corporate Development, Product Strategy, UCITs, liquid alternatives, Marketing and Branding, Product Marketing
Education
Boston University School of Law 2003 — 2003
Master of Law Candidate, Law
The Catholic University of America, Columbus School of Law 1996 — 1998
JD
Jagiellonian University 1997 — 1997
Krakow, Poland, International Law
The University of South Dakota 1990 — 1994
BA, Political Science
Scott Swenson's John Hancock Experience March 1999 - November 2001
Job Problem Manager Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2015 - Present
Boston Financial Data Services November 2013 - May 2015
Boston Financial Data Services July 2004 - October 2013
Toastmasters International November 2012 - June 2013
Toastmasters International July 2012 - June 2013
Federated Investors January 2002 - June 2004
John Hancock March 1999 - November 2001
Chase Global Funds 1998 - 1998
Skills
Instructional Design, Classroom Instruction, Curriculum Design, Staff Development, Leadership Development, Instructor-led Training, Coaching, E-Learning, Organizational..., Personal Development, Team Building, Classroom, Virtual Training, Adult Education, Organizational..., Blended Learning, Training, Leadership, Career Development, Financial Services, Process Improvement, Research, Project Management, Business Analysis, Management, Vendor Management, Risk Management, Customer Service, Analysis, Program Management, Public Speaking, Mutual Funds, Relationship Management, Team Leadership, Change Management, SDLC, Business Process..., CRM, Call Centers, Requirements Analysis, Microsoft Excel, Investments
Education
Villanova University 2013 — 2014
Master Certificate, Business Analysis
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Finance
Missouri State University 1994 — 1997
BS, Communication Disorders with a concentration in Speech Language Pathology
Brigham Young University - Idaho 1991 — 1993
Associate's degree, General
Boston Financial Data Services May 2015 - Present
Boston Financial Data Services November 2013 - May 2015
Boston Financial Data Services July 2004 - October 2013
Toastmasters International November 2012 - June 2013
Toastmasters International July 2012 - June 2013
Federated Investors January 2002 - June 2004
John Hancock March 1999 - November 2001
Chase Global Funds 1998 - 1998
Skills
Instructional Design, Classroom Instruction, Curriculum Design, Staff Development, Leadership Development, Instructor-led Training, Coaching, E-Learning, Organizational..., Personal Development, Team Building, Classroom, Virtual Training, Adult Education, Organizational..., Blended Learning, Training, Leadership, Career Development, Financial Services, Process Improvement, Research, Project Management, Business Analysis, Management, Vendor Management, Risk Management, Customer Service, Analysis, Program Management, Public Speaking, Mutual Funds, Relationship Management, Team Leadership, Change Management, SDLC, Business Process..., CRM, Call Centers, Requirements Analysis, Microsoft Excel, Investments
Education
Villanova University 2013 — 2014
Master Certificate, Business Analysis
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Finance
Missouri State University 1994 — 1997
BS, Communication Disorders with a concentration in Speech Language Pathology
Brigham Young University - Idaho 1991 — 1993
Associate's degree, General
Donald Garcia Donald Garcia's John Hancock Experience October 1991 - May 1997
Job Owner, Pinnacle Consulting Group
Industry Financial Services
Experience
Pinnacle Consulting Group September 2000 - Present
John Hancock October 1991 - May 1997
Education
California State University-Long Beach 1982 — 1987
Bachelor of Arts, Speech Communication
Pinnacle Consulting Group September 2000 - Present
John Hancock October 1991 - May 1997
Education
California State University-Long Beach 1982 — 1987
Bachelor of Arts, Speech Communication
Erik Nilsen Erik Nilsen's John Hancock Experience September 1995 - April 1996
Job
Industry Computer Software
Experience
Fiserv: Open Solutions Division February 2011 - Present
Webster Bank 2008 - January 2011
Webster bank 2002 - 2008
Fleet Bank January 2000 - May 2002
Fleet Bank April 1997 - December 1999
Fleet Bank April 1996 - April 1997
John Hancock September 1995 - April 1996
Skills
Banking, Pricing, Internet Banking, Product Management, Product Development, Strategic Planning, Credit Cards, Financial Analysis, Marketing Strategy, Product Marketing, P&L Management, Business Strategy, E-commerce, Business Planning, Management, Direct Marketing, Segmentation, Mergers & Acquisitions, Sales, Leadership, Strategy, Account Management, Program Management, Marketing, Finance, Enterprise Software
Education
The University of Connecticut School of Business 2004 — 2006
Executive Education-Business Mastery Program
Consumer Bankers Association Graduate School at the University of Virginia 1999 — 2001
Masters
Bryant University 1991 — 1995
MS
Fiserv: Open Solutions Division February 2011 - Present
Webster Bank 2008 - January 2011
Webster bank 2002 - 2008
Fleet Bank January 2000 - May 2002
Fleet Bank April 1997 - December 1999
Fleet Bank April 1996 - April 1997
John Hancock September 1995 - April 1996
Skills
Banking, Pricing, Internet Banking, Product Management, Product Development, Strategic Planning, Credit Cards, Financial Analysis, Marketing Strategy, Product Marketing, P&L Management, Business Strategy, E-commerce, Business Planning, Management, Direct Marketing, Segmentation, Mergers & Acquisitions, Sales, Leadership, Strategy, Account Management, Program Management, Marketing, Finance, Enterprise Software
Education
The University of Connecticut School of Business 2004 — 2006
Executive Education-Business Mastery Program
Consumer Bankers Association Graduate School at the University of Virginia 1999 — 2001
Masters
Bryant University 1991 — 1995
MS
John Schraut, CLTC, LUTCF John Schraut, CLTC, LUTCF's John Hancock Experience April 2007 - May 2011
Job Director of Operations & Life and Business Manager at Encore Insurance Group
Industry Financial Services
Experience
Encore Insurance Group of Omaha September 2014 - Present
Schraut Insurance Agency May 2011 - September 2014
Financial Brokerage Inc. May 2011 - September 2014
John Hancock April 2007 - May 2011
Dana College December 2001 - March 2007
Skills
Life Insurance, IRAs, Term Life Insurance, Sales, Long-term Care, Disability Insurance, Retirement Planning, Strategic Planning, Insurance, Customer Service, Underwriting, Team Building, Long Term Care Insurance, Fixed Annuities, Estate Planning, Medicare, Whole Life, Marketing, Retirement, Employee Benefits, Finance
Education
Briar Cliff University 1996 — 2000
BSN, Nursing
The American College
Insurance
Encore Insurance Group of Omaha September 2014 - Present
Schraut Insurance Agency May 2011 - September 2014
Financial Brokerage Inc. May 2011 - September 2014
John Hancock April 2007 - May 2011
Dana College December 2001 - March 2007
Skills
Life Insurance, IRAs, Term Life Insurance, Sales, Long-term Care, Disability Insurance, Retirement Planning, Strategic Planning, Insurance, Customer Service, Underwriting, Team Building, Long Term Care Insurance, Fixed Annuities, Estate Planning, Medicare, Whole Life, Marketing, Retirement, Employee Benefits, Finance
Education
Briar Cliff University 1996 — 2000
BSN, Nursing
The American College
Insurance
Paul Lovejoy Paul Lovejoy's John Hancock Experience October 2005 - September 2006
Job at Blessed Cookies & Candys, LLC
Industry Information Technology and Services
Experience
Blessed Cookies & Candys, LLC January 2009 - Present
MWRA September 2008 - December 2008
National Fire Protection Association March 2008 - April 2008
Mettler-Toledo December 2007 - December 2007
Newton-Wellesley Hospital July 2007 - November 2007
GCR Professional Services September 2006 - November 2006
John Hancock October 2005 - September 2006
Bunker Hill Community College, Center January 1997 - March 2004
Education
Bunker Hill Community College 1993 — 1997
A.S., Electronics
Bunker Hill Community College
A.S, Electronic Technology Program
Blessed Cookies & Candys, LLC January 2009 - Present
MWRA September 2008 - December 2008
National Fire Protection Association March 2008 - April 2008
Mettler-Toledo December 2007 - December 2007
Newton-Wellesley Hospital July 2007 - November 2007
GCR Professional Services September 2006 - November 2006
John Hancock October 2005 - September 2006
Bunker Hill Community College, Center January 1997 - March 2004
Education
Bunker Hill Community College 1993 — 1997
A.S., Electronics
Bunker Hill Community College
A.S, Electronic Technology Program
David Ash's John Hancock Experience June 1996 - June 1998
Job Executive Vice President & Partner at CAST Management Consultants
Industry Financial Services
Experience
CAST Management Consultants June 2000 - Present
John Hancock June 1996 - June 1998
John Hancock Funds September 1993 - June 1996
Liberty Securities Corp June 1992 - September 1993
Skills
Insurance, Mutual Funds, Banking, Wealth Management, Securities, Financial Modeling, Financial Analysis, Mergers, Management Consulting, Risk Management, Business Process..., Asset Managment, Investments, Process Improvement, Business Strategy, Competitive Analysis, Business Analysis, Valuation, Business Development, Financial Services, Finance, Strategy, Mergers & Acquisitions, Asset Management
Education
Boston University Graduate School of Management 1998 — 2000
MBA, International Management
Westfield State College 1988 — 1992
BS, Accounting
CAST Management Consultants June 2000 - Present
John Hancock June 1996 - June 1998
John Hancock Funds September 1993 - June 1996
Liberty Securities Corp June 1992 - September 1993
Skills
Insurance, Mutual Funds, Banking, Wealth Management, Securities, Financial Modeling, Financial Analysis, Mergers, Management Consulting, Risk Management, Business Process..., Asset Managment, Investments, Process Improvement, Business Strategy, Competitive Analysis, Business Analysis, Valuation, Business Development, Financial Services, Finance, Strategy, Mergers & Acquisitions, Asset Management
Education
Boston University Graduate School of Management 1998 — 2000
MBA, International Management
Westfield State College 1988 — 1992
BS, Accounting
Harry Demeter Harry Demeter's John Hancock Experience 2006 - 2007
Job Writer ; IT Contractor
Industry Writing and Editing
Experience
John Hancock 2006 - 2007
John Hancock 2000 - 2002
John Hancock 1998 - 2000
John Hancock 1997 - 1998
John Hancock 1989 - 1997
Education
Yale University 1971 — 1978
M Phil
Bowdoin College 1967 — 1971
B.A., Classics
John Hancock 2006 - 2007
John Hancock 2000 - 2002
John Hancock 1998 - 2000
John Hancock 1997 - 1998
John Hancock 1989 - 1997
Education
Yale University 1971 — 1978
M Phil
Bowdoin College 1967 — 1971
B.A., Classics
Jon Stephenson Jon Stephenson's John Hancock Experience 2007 - 2007
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Timothy J. Kelley, CFP®'s John Hancock Experience August 2007 - December 2008
Job Partner, The Murphy Financial Group
Industry Financial Services
Experience
The Murphy Financial Group December 2008 - Present
John Hancock August 2007 - December 2008
Ameriprise Financial 2002 - 2007
Skills
Investment Advisory, Financial Planning, Asset Allocation, Retirement Income..., Investments, Asset Management, Wealth Management
Education
Boston University 1998 — 2002
Bachelor of Science, Finance
College for Financial Planning 2007 — 2010
AAMS, CFP®
The Murphy Financial Group December 2008 - Present
John Hancock August 2007 - December 2008
Ameriprise Financial 2002 - 2007
Skills
Investment Advisory, Financial Planning, Asset Allocation, Retirement Income..., Investments, Asset Management, Wealth Management
Education
Boston University 1998 — 2002
Bachelor of Science, Finance
College for Financial Planning 2007 — 2010
AAMS, CFP®
Maria Fridman's John Hancock Experience 2004 - 2006
Job Associate Director of Validation at Shire Pharmaceuticals
Industry Biotechnology
Experience
Shire Pharmaceuticals December 2013 - Present
Novartis Institutes of BioMedical Research (NIBR) September 2011 - 2013
Cubist Pharmaceuticals March 2010 - September 2011
The TriZetto Group April 2008 - October 2010
The First Marblehed Educational Reasources May 2006 - February 2008
First Marblehead 2006 - 2008
John Hancock 2004 - 2006
State Street Corporation 2001 - 2005
Skills
Auditing, Medical Compliance, Process Improvement, Management, Vendor Management, SDLC, Business Analysis, Project Portfolio..., Cross-functional Team..., Program Management, Project Management, Business Process..., Leadership, Quality Assurance, Analysis, Enterprise Software, Business Strategy, Product Management
Education
Brandeis University 2006 — 2008
Masters, International Business and Finance
Brandeis University, Lemberg - International Business School 2006 — 2008
Master's degree, International Business and Finance
Shire Pharmaceuticals December 2013 - Present
Novartis Institutes of BioMedical Research (NIBR) September 2011 - 2013
Cubist Pharmaceuticals March 2010 - September 2011
The TriZetto Group April 2008 - October 2010
The First Marblehed Educational Reasources May 2006 - February 2008
First Marblehead 2006 - 2008
John Hancock 2004 - 2006
State Street Corporation 2001 - 2005
Skills
Auditing, Medical Compliance, Process Improvement, Management, Vendor Management, SDLC, Business Analysis, Project Portfolio..., Cross-functional Team..., Program Management, Project Management, Business Process..., Leadership, Quality Assurance, Analysis, Enterprise Software, Business Strategy, Product Management
Education
Brandeis University 2006 — 2008
Masters, International Business and Finance
Brandeis University, Lemberg - International Business School 2006 — 2008
Master's degree, International Business and Finance
Jeanne Albertus Jeanne Albertus's John Hancock Experience 1989 - 1991
Job ESE Teacher/Specialist at Broward County Schools
Industry Education Management
Experience
Broward County Schools June 1991 - Present
Broward Teachers Union 1995 - 2012
John Hancock 1989 - 1991
Carpenter Contractors of America 1985 - 1987
Skills
Elementary Education, Curriculum Design, Social Studies, Special Education, Classroom Management, K-12, Lesson Planning, ESL, Curriculum Development, Educational Technology, Public Speaking, Educational Leadership, Differentiated..., Classroom
Education
Nova Southeastern University 1987 — 1991
MS ed, Education
Nova Southeastern University 1987 — 1989
BS, Organizational Psychology
Broward College 1985 — 1987
AA, Liberal Arts
Miami Beach High
Broward County Schools June 1991 - Present
Broward Teachers Union 1995 - 2012
John Hancock 1989 - 1991
Carpenter Contractors of America 1985 - 1987
Skills
Elementary Education, Curriculum Design, Social Studies, Special Education, Classroom Management, K-12, Lesson Planning, ESL, Curriculum Development, Educational Technology, Public Speaking, Educational Leadership, Differentiated..., Classroom
Education
Nova Southeastern University 1987 — 1991
MS ed, Education
Nova Southeastern University 1987 — 1989
BS, Organizational Psychology
Broward College 1985 — 1987
AA, Liberal Arts
Miami Beach High
Prathap Gangadhar's John Hancock Experience March 2010 - September 2013
Job Principal Analyst at Liberty Mutual Group Asset Management Inc.
Industry Investment Management
Experience
Liberty Mutual Group Asset Management Inc. September 2013 - Present
John Hancock March 2010 - September 2013
Boston Merchant Financial Ltd. July 2009 - March 2010
Brandeis International Business School August 2007 - May 2009
Xerox May 2008 - August 2008
Xerox August 2004 - August 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Investments, Strategy, Derivatives, Fixed Income Analysis, Quantitative Analytics, Markit EDM
Education
Brandeis International Business School 2007 — 2009
MBA, International Finance
Visvesvaraya Technological University 2000 — 2004
B.E, Computer Science Engineering
Liberty Mutual Group Asset Management Inc. September 2013 - Present
John Hancock March 2010 - September 2013
Boston Merchant Financial Ltd. July 2009 - March 2010
Brandeis International Business School August 2007 - May 2009
Xerox May 2008 - August 2008
Xerox August 2004 - August 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Investments, Strategy, Derivatives, Fixed Income Analysis, Quantitative Analytics, Markit EDM
Education
Brandeis International Business School 2007 — 2009
MBA, International Finance
Visvesvaraya Technological University 2000 — 2004
B.E, Computer Science Engineering
Joshua Shapiro's John Hancock Experience December 2004 - April 2009
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies March 2014 - Present
Partnervest Financial Group, LLC April 2009 - March 2014
John Hancock December 2004 - April 2009
OppenheimerFunds June 2000 - September 2004
Skills
Mutual Funds, Separately Managed..., ETFs, Financial Markets, Series 65, Options Strategies, Registered Investment..., Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Strategic Financial..., Asset Management, Investment Advisory, Portfolio Management, Series 6, Series 63, Investments, Wealth Management, Series 7, Securities, Retirement
Education
California State University-Northridge 2002 — 2004
B.A., Sociology
Moorpark College 2000 — 2002
Associate of Arts (A.A.), Sociology
Sammons Financial Group Member Companies March 2014 - Present
Partnervest Financial Group, LLC April 2009 - March 2014
John Hancock December 2004 - April 2009
OppenheimerFunds June 2000 - September 2004
Skills
Mutual Funds, Separately Managed..., ETFs, Financial Markets, Series 65, Options Strategies, Registered Investment..., Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Strategic Financial..., Asset Management, Investment Advisory, Portfolio Management, Series 6, Series 63, Investments, Wealth Management, Series 7, Securities, Retirement
Education
California State University-Northridge 2002 — 2004
B.A., Sociology
Moorpark College 2000 — 2002
Associate of Arts (A.A.), Sociology
David L Coffelt David L Coffelt's John Hancock Experience March 1980 - January 2000
Job National Senior Online Marketing Consultant Mentor and Team Leader with proven results
Industry Internet
Experience
Online Marketing and Advertising June 2007 - Present
Home Advisor June 2007 - Present
Home Advisor 2007 - Present
LTC Insurance Consultant March 1980 - October 2000
John Hancock March 1980 - January 2000
John Hancock Life Insurance Company (U.S.A.) March 1980 - January 1999
Skills
Strategy, Real Estate, Management, Small Business, Online Marketing, Customer Service, Lead Generation, Business Development, Public Relations, Insurance, Marketing, Marketing Strategy, Program Management, Healthcare, Home Care, Sales Management, Social Networking, Selling, Elder Care, Training, Business Strategy, Online Advertising, Fundraising, Networking, Start-ups, New Business Development, Compassion, Leadership, Payroll, Team Building, Sales, Coaching, Event Planning, Medicare, Cold Calling, Social Media, Consulting, Direct Sales, Employee Benefits, Strategic Planning, Social Media Marketing, Advertising, Analysis, Time Management, Public Speaking, Nonprofits, Salesforce.com, Finance, Interviews, Microsoft Excel
Education
Bryant & Stratton College 1975 — 1977
Accounting, Accounting and Marketing
NYS Ins. Dept, Albany NY
Online Marketing and Advertising June 2007 - Present
Home Advisor June 2007 - Present
Home Advisor 2007 - Present
LTC Insurance Consultant March 1980 - October 2000
John Hancock March 1980 - January 2000
John Hancock Life Insurance Company (U.S.A.) March 1980 - January 1999
Skills
Strategy, Real Estate, Management, Small Business, Online Marketing, Customer Service, Lead Generation, Business Development, Public Relations, Insurance, Marketing, Marketing Strategy, Program Management, Healthcare, Home Care, Sales Management, Social Networking, Selling, Elder Care, Training, Business Strategy, Online Advertising, Fundraising, Networking, Start-ups, New Business Development, Compassion, Leadership, Payroll, Team Building, Sales, Coaching, Event Planning, Medicare, Cold Calling, Social Media, Consulting, Direct Sales, Employee Benefits, Strategic Planning, Social Media Marketing, Advertising, Analysis, Time Management, Public Speaking, Nonprofits, Salesforce.com, Finance, Interviews, Microsoft Excel
Education
Bryant & Stratton College 1975 — 1977
Accounting, Accounting and Marketing
NYS Ins. Dept, Albany NY
Vaughan A. Marecki Vaughan A. Marecki's John Hancock Experience September 1994 - March 2000
Job Principal, M Consulting Group, Executive Recruiting
Industry Staffing and Recruiting
Experience
M Consulting Group March 2005 - Present
Manulife Financial 2000 - 2005
John Hancock September 1994 - March 2000
Trust Consultants 1993 - 1994
CIGNA Group Pensions 1986 - 1993
Skills
Retirement, Mutual Funds, Annuities, Investments, Insurance, Recruiting, Business Consulting, Management Consulting, Retirement Planning, Pensions, Employee Benefits, Relationship Management, Financial Services, 401k, Fixed Annuities, Management, Sales, Series 7, Marketing, Hand Modeling, Human Resources, Finance, Series 6, Financial Advisory, Asset Allocation, Sales Operations, Salesforce.com, Investment Advisory, Equities, Wealth Management, Sales Management, Executive Search, Hedge Funds, Securities, Series 63, Life Insurance, Alternative Investments, Strategic Financial..., Consulting, Portfolio Management
Education
University of Hartford 1988 — 2008
MSOB, Organizational Behavior
Bryant University 1982 — 1986
BS in BA, Business Management
Simsbury High School 1979 — 1982
M Consulting Group March 2005 - Present
Manulife Financial 2000 - 2005
John Hancock September 1994 - March 2000
Trust Consultants 1993 - 1994
CIGNA Group Pensions 1986 - 1993
Skills
Retirement, Mutual Funds, Annuities, Investments, Insurance, Recruiting, Business Consulting, Management Consulting, Retirement Planning, Pensions, Employee Benefits, Relationship Management, Financial Services, 401k, Fixed Annuities, Management, Sales, Series 7, Marketing, Hand Modeling, Human Resources, Finance, Series 6, Financial Advisory, Asset Allocation, Sales Operations, Salesforce.com, Investment Advisory, Equities, Wealth Management, Sales Management, Executive Search, Hedge Funds, Securities, Series 63, Life Insurance, Alternative Investments, Strategic Financial..., Consulting, Portfolio Management
Education
University of Hartford 1988 — 2008
MSOB, Organizational Behavior
Bryant University 1982 — 1986
BS in BA, Business Management
Simsbury High School 1979 — 1982
Juan Foreman's John Hancock Experience 2000 - 2001
Job Experienced Call Center Sales, Service, and Operations Professional
Industry Marketing and Advertising
Experience
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
Boston Financial Data Services July 2011 - Present
Vantage Deluxe World Travel September 2010 - June 2011
UCS Worldwide September 2009 - March 2010
Computershare Fund Services May 2005 - May 2008
Chase Credit Cards at Universal Studios 2002 - 2004
Chase Cardmember Services Executive Offices 2002 - 2003
John Hancock 2000 - 2001
Fleet Bank 1999 - 2001
Fleetboston 1996 - 2001
BankBoston 1997 - 2000
Skills
Call Center, Operations Management, Customer Service, Financial Services, Process Improvement, Avaya Proactive Contact..., Angel IVR Solutions, Team Building, Management, Strategic Planning, Business Analysis, Project Management, Customer Satisfaction, Salesforce.com, Vendor Management, Team Leadership, Call Centers, Sales, Leadership, Customer Retention, CRM, Account Management, Banking, Strategy, Program Management, Training, Customer Experience, Cross-functional Team..., Relationship Management, Networking, Business Process..., Business Development, Sales Management, Risk Management, Analysis, Social Media, Business Strategy, Marketing Strategy, Marketing, Microsoft Excel, Change Management, Event Management, Email Marketing, Team Management, Coaching, Product Management, Human Resources, Financial Analysis
Education
Boston University Questrom School of Business 1996 — 2002
University of Massachusetts, Amherst 1992 — 1996
Performance, Music
CCHS
CCHS
Ron McHugh's John Hancock Experience 1980 - 2011
Job Owner at Padgett Business Services
Industry Accounting
Experience
Padgett Business Services May 2011 - Present
John Hancock 1980 - 2011
Skills
Tax Preparation, Small Business, Strategic Financial..., Tax, Start-ups, Mergers, Tax Accounting, Tax Returns, Financial Reporting, Bookkeeping, Accounting, Finance, Income Tax, Corporate Tax, Tax Advisory, Financial Analysis, Managerial Finance, Partnership Taxation, Employee Benefits, QuickBooks, GAAP, Sales Tax
Education
Boston University 1976 — 1980
BA/MA, Mathematics and Statistics, Did pretty good
Quincy College
Associates Degree
Padgett Business Services May 2011 - Present
John Hancock 1980 - 2011
Skills
Tax Preparation, Small Business, Strategic Financial..., Tax, Start-ups, Mergers, Tax Accounting, Tax Returns, Financial Reporting, Bookkeeping, Accounting, Finance, Income Tax, Corporate Tax, Tax Advisory, Financial Analysis, Managerial Finance, Partnership Taxation, Employee Benefits, QuickBooks, GAAP, Sales Tax
Education
Boston University 1976 — 1980
BA/MA, Mathematics and Statistics, Did pretty good
Quincy College
Associates Degree
Andrea (Papagno) Cirelli, PMP Andrea (Papagno) Cirelli, PMP's John Hancock Experience April 2001 - July 2003
Job Global Project and Program Management Center of Expertise at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Lighthouse Computer Services March 2010 - May 2011
IBM July 2003 - May 2009
JOHN HANCOCK April 2001 - July 2003
ZDNET.COM / SMARTPLANET January 2000 - January 2001
Manulife Financial January 1989 - January 2000
Skills
Lotus Notes, SQL, Troubleshooting, Team Leadership, Project Management, Process Improvement, Unix, Software Documentation, Integration, Databases, Management, System Administration, Business Process, Project Planning, PMP, SDLC, Systems Analysis, Visio, Vendor Management, IT Management, SharePoint
Education
Bryant University 2011 — 2014
Master's Certificate Project Management, Project Management
Merrimack College 2010 — 2010
Certificate, Project Management - PMP
Cass Design School 2002 — 2003
Professional Florist Business and Design
Bentley College
Concentration in, Computer Information Systems
IBM
Content Services Administration
John Hancock Education
Mindleaders Technical Training Program
Larcen Strayer Consulting
Executive Development Program
Newbury College
courses specific in, Computer Science
Manulife Financial December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Lighthouse Computer Services March 2010 - May 2011
IBM July 2003 - May 2009
JOHN HANCOCK April 2001 - July 2003
ZDNET.COM / SMARTPLANET January 2000 - January 2001
Manulife Financial January 1989 - January 2000
Skills
Lotus Notes, SQL, Troubleshooting, Team Leadership, Project Management, Process Improvement, Unix, Software Documentation, Integration, Databases, Management, System Administration, Business Process, Project Planning, PMP, SDLC, Systems Analysis, Visio, Vendor Management, IT Management, SharePoint
Education
Bryant University 2011 — 2014
Master's Certificate Project Management, Project Management
Merrimack College 2010 — 2010
Certificate, Project Management - PMP
Cass Design School 2002 — 2003
Professional Florist Business and Design
Bentley College
Concentration in, Computer Information Systems
IBM
Content Services Administration
John Hancock Education
Mindleaders Technical Training Program
Larcen Strayer Consulting
Executive Development Program
Newbury College
courses specific in, Computer Science
Isaac Samsa Isaac Samsa's John Hancock Experience September 2008 - July 2010
Job Treasurer at Portland New Generations Rotary Club
Industry Financial Services
Experience
Portland New Generations Rotary Club July 2012 - Present
Pride Financial Partners July 2010 - Present
National Association of Financial Advisors - Oregon June 2013 - Present
Portland New Generations Rotary Club May 2013 - June 2014
National Association of Insurance & Financial Advisors June 2012 - June 2014
Pride Professional Alliance February 2011 - July 2013
BNI Cascade Professional Alliance Chapter April 2010 - November 2011
John Hancock September 2008 - July 2010
Bank of America April 2007 - August 2008
Education
California State University-Chico 2001 — 2006
Bachelor of Science, Financial Services, Financial Accounting
Sunset High School 1997 — 2001
Portland New Generations Rotary Club July 2012 - Present
Pride Financial Partners July 2010 - Present
National Association of Financial Advisors - Oregon June 2013 - Present
Portland New Generations Rotary Club May 2013 - June 2014
National Association of Insurance & Financial Advisors June 2012 - June 2014
Pride Professional Alliance February 2011 - July 2013
BNI Cascade Professional Alliance Chapter April 2010 - November 2011
John Hancock September 2008 - July 2010
Bank of America April 2007 - August 2008
Education
California State University-Chico 2001 — 2006
Bachelor of Science, Financial Services, Financial Accounting
Sunset High School 1997 — 2001
Elizabeth Sudarov's John Hancock Experience May 2005 - May 2006
Job Healthcare IT Junior PM
Industry Hospital & Health Care
Experience
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Marc Ross, CFA, CFP®, CLU® Marc Ross, CFA, CFP®, CLU®'s John Hancock Experience June 2013 - Present
Job Senior Compliance Consultant
Industry Financial Services
Experience
John Hancock June 2013 - Present
New England Financial2007 June 2007 - June 2013
CFA Society of Orlando June 2006 - May 2013
LAMCO 2005-2007 January 2005 - February 2007
State Street Global Advisors/CitiStreet Advisors LLC January 1999 - August 2004
State Street Global Advisors January 1991 - January 1999
The Krupp Companies 1991 - 1991
Skills
Research, Financial Analysis, High level writing..., Asset Allocation, Business Development, Performance Reporting, Mutual Funds, Investments, Equities, Asset Managment, Portfolio Management, Securities, Investment Management, Alternative Investments, Investment Advisory, Hedge Funds, Fixed Income, Series 7, ETFs, Capital Markets, Bloomberg, Investment Strategies, Risk Management
Education
Yale University 1982 — 1986
Master of Arts, Slavic Linguistics
Brandeis University 1978 — 1982
AB, Russian
John Hancock June 2013 - Present
New England Financial2007 June 2007 - June 2013
CFA Society of Orlando June 2006 - May 2013
LAMCO 2005-2007 January 2005 - February 2007
State Street Global Advisors/CitiStreet Advisors LLC January 1999 - August 2004
State Street Global Advisors January 1991 - January 1999
The Krupp Companies 1991 - 1991
Skills
Research, Financial Analysis, High level writing..., Asset Allocation, Business Development, Performance Reporting, Mutual Funds, Investments, Equities, Asset Managment, Portfolio Management, Securities, Investment Management, Alternative Investments, Investment Advisory, Hedge Funds, Fixed Income, Series 7, ETFs, Capital Markets, Bloomberg, Investment Strategies, Risk Management
Education
Yale University 1982 — 1986
Master of Arts, Slavic Linguistics
Brandeis University 1978 — 1982
AB, Russian
Adam Eisenberg's John Hancock Experience July 2010 - July 2012
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
John Hancock July 2010 - July 2012
Skills
Excel, Bloomberg, Real Estate, Commercial Real Estate..., Financial Modeling, Economics, Equity Research, Debt Research, Timber Investment..., Low Income Housing Tax..., Investment Management, Equities, Asset Management, Research, Due Diligence, Data Analysis, Valuation, Microsoft Excel, Fixed Income
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MAief
Brandeis University 2005 — 2009
Bachelor of Arts
Tel Aviv University
Fidelity Investments August 2012 - Present
John Hancock July 2010 - July 2012
Skills
Excel, Bloomberg, Real Estate, Commercial Real Estate..., Financial Modeling, Economics, Equity Research, Debt Research, Timber Investment..., Low Income Housing Tax..., Investment Management, Equities, Asset Management, Research, Due Diligence, Data Analysis, Valuation, Microsoft Excel, Fixed Income
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MAief
Brandeis University 2005 — 2009
Bachelor of Arts
Tel Aviv University
Jim McNeice Jim McNeice's John Hancock Experience 2002 - Present
Job Marketing at John Hancock
Industry Financial Services
Experience
John Hancock 2002 - Present
HomeRuns.com 2000 - 2002
Education
Boston University Graduate School of Management
MBA
Tufts University
BSME
John Hancock 2002 - Present
HomeRuns.com 2000 - 2002
Education
Boston University Graduate School of Management
MBA
Tufts University
BSME
Walter Pizzano's John Hancock Experience July 2000 - December 2005
Job Director, Risk Strategy and Insurance at Harvard University
Industry Higher Education
Experience
Harvard University February 2009 - Present
Columbia University December 2005 - February 2009
John Hancock July 2000 - December 2005
Fidelity Investments 1998 - 2000
Education
Boston University
Financial Planning
Harvard University February 2009 - Present
Columbia University December 2005 - February 2009
John Hancock July 2000 - December 2005
Fidelity Investments 1998 - 2000
Education
Boston University
Financial Planning
Russ Montal Russ Montal's John Hancock Experience 1985 - 1988
Job Owner, FMC Partners, LLC
Industry Management Consulting
Experience
FMC Partners, LLC August 2005 - Present
Sapphire Associates, Inc. September 2004 - August 2005
W.A. Wilde 1994 - 2004
BellSouth April 1993 - May 1994
Exhibitgroup/Giltspur May 1988 - March 1992
John Hancock 1985 - 1988
Skills
Financial Reporting, Managerial Finance, Accounting, Strategy, Financial Analysis, Payroll, Small Business, Exit Strategies, Strategic Planning, Cost Accounting, Executive Management, Strategic Financial..., Cash Management, New Business Development, Entrepreneurship, Mergers & Acquisitions, Business Valuation, Mergers, Budgets, FRx Reporting, P&L, Microsoft Excel, Financial Management, Budgeting, Profitability, Entrepreneur, Cost, Reconciliation, Excel, Process Improvement, Analysis, Cash Flow Forecasting, Cash-flow Management, System Conversion, Cost Reporting, Expense Management, Management Accounting, Operational Control, Financial Modeling, Cost Management, Cost Center Management, Management, Finance, Leadership
Education
Bryant University 1981 — 1985
BS, Accounting
Fort Plain High 1977 — 1981
College Prep
FMC Partners, LLC August 2005 - Present
Sapphire Associates, Inc. September 2004 - August 2005
W.A. Wilde 1994 - 2004
BellSouth April 1993 - May 1994
Exhibitgroup/Giltspur May 1988 - March 1992
John Hancock 1985 - 1988
Skills
Financial Reporting, Managerial Finance, Accounting, Strategy, Financial Analysis, Payroll, Small Business, Exit Strategies, Strategic Planning, Cost Accounting, Executive Management, Strategic Financial..., Cash Management, New Business Development, Entrepreneurship, Mergers & Acquisitions, Business Valuation, Mergers, Budgets, FRx Reporting, P&L, Microsoft Excel, Financial Management, Budgeting, Profitability, Entrepreneur, Cost, Reconciliation, Excel, Process Improvement, Analysis, Cash Flow Forecasting, Cash-flow Management, System Conversion, Cost Reporting, Expense Management, Management Accounting, Operational Control, Financial Modeling, Cost Management, Cost Center Management, Management, Finance, Leadership
Education
Bryant University 1981 — 1985
BS, Accounting
Fort Plain High 1977 — 1981
College Prep
Molly Lawton Molly Lawton's John Hancock Experience October 2006 - September 2007
Job Associate Global Brand Development Manager Dove Men+Care at Unilever
Industry Marketing and Advertising
Experience
Unilever September 2015 - Present
Avon December 2014 - September 2015
Prudential Financial December 2010 - December 2014
Night Agency December 2010 - December 2011
Reindeer November 2009 - November 2010
Morgan Stanley August 2008 - May 2009
Goldman Sachs Asset Management September 2007 - August 2008
John Hancock October 2006 - September 2007
Skills
Investments, Mutual Funds, Digital Marketing, Google Analytics, Digital Strategy, Strategy, Advertising, Social Media, Marketing, Analytics, Integrated Marketing, Strategic Planning, Facebook, Sales, Digital Media, Marketing Strategy, Online Advertising, Engagement Planning, Management, Social Media Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2004 — 2006
BBA, Finance
United States Naval Academy 2002 — 2004
Economics
Bridgewater-Raynham Regional High School 1998 — 2002
Unilever September 2015 - Present
Avon December 2014 - September 2015
Prudential Financial December 2010 - December 2014
Night Agency December 2010 - December 2011
Reindeer November 2009 - November 2010
Morgan Stanley August 2008 - May 2009
Goldman Sachs Asset Management September 2007 - August 2008
John Hancock October 2006 - September 2007
Skills
Investments, Mutual Funds, Digital Marketing, Google Analytics, Digital Strategy, Strategy, Advertising, Social Media, Marketing, Analytics, Integrated Marketing, Strategic Planning, Facebook, Sales, Digital Media, Marketing Strategy, Online Advertising, Engagement Planning, Management, Social Media Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2004 — 2006
BBA, Finance
United States Naval Academy 2002 — 2004
Economics
Bridgewater-Raynham Regional High School 1998 — 2002
Josh Gomez, AIF Josh Gomez, AIF's John Hancock Experience March 1998 - June 2007
Job Regional Vice President Southern Region
Industry Financial Services
Experience
Transamerica Retirement Services March 2013 - Present
Lincoln Financial Group July 2007 - April 2013
John Hancock March 1998 - June 2007
Skills
401k, Retirement Plan..., Defined Contribution, Retirement, Series 6, Mutual Funds, Series 7, Defined Benefit, ERISA, Fixed Annuities, Retirement Planning, Qualified Retirement..., Profit Sharing, Series 65, Asset Allocation, Variable Annuities, Series 63, IRAs, Separately Managed..., Pensions, Uniform Combined State..., Investment Advisory, ETFs, FINRA, Series 24
Education
Bowling Green State University 1991 — 1995
Bachelors, History
Transamerica Retirement Services March 2013 - Present
Lincoln Financial Group July 2007 - April 2013
John Hancock March 1998 - June 2007
Skills
401k, Retirement Plan..., Defined Contribution, Retirement, Series 6, Mutual Funds, Series 7, Defined Benefit, ERISA, Fixed Annuities, Retirement Planning, Qualified Retirement..., Profit Sharing, Series 65, Asset Allocation, Variable Annuities, Series 63, IRAs, Separately Managed..., Pensions, Uniform Combined State..., Investment Advisory, ETFs, FINRA, Series 24
Education
Bowling Green State University 1991 — 1995
Bachelors, History
Joseph Senato's John Hancock Experience September 2006 - January 2007
Job Derivatives Portfolio Accounting Supervisor
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Sharon Barry, MBA, PMP, FLMI Sharon Barry, MBA, PMP, FLMI's John Hancock Experience January 1994 - January 1996
Job Senior Advisor at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation December 2013 - Present
DentaQuest January 2011 - 2013
The Health & Wellness Institute (a division of BCBSRI) May 2008 - August 2010
Blue Cross Blue Shield of Rhode Island (BCBSRI) May 2008 - August 2010
Sun Life Financial 1998 - 2004
Unicare (a division of Wellpoint) January 1984 - January 1998
John Hancock January 1994 - January 1996
Skills
Health Insurance, Insurance, Managed Care, Process Improvement, Medicare, Product Management, Leadership, Project Management, Account Management, Employee Benefits, CRM, Executive Management, Business Analysis, Marketing Strategy, Marketing, Business Planning, Team Building, Program Management, Healthcare, Claim, HIPAA, Vendor Management, Strategic Planning, Data Analysis, Training, Medicaid, Underwriting, Customer Service
Education
Johnson and Wales University 2007 — 2010
MBA, Global Business Leadership wih a Concentration in Marketing
Bentley College
Certificate, Project Management
Simmons College
Bachelor of Arts, Public and Social Policy
Bunker Hill Community College
Paralegal Studies
PCHS
CVS Caremark Corporation December 2013 - Present
DentaQuest January 2011 - 2013
The Health & Wellness Institute (a division of BCBSRI) May 2008 - August 2010
Blue Cross Blue Shield of Rhode Island (BCBSRI) May 2008 - August 2010
Sun Life Financial 1998 - 2004
Unicare (a division of Wellpoint) January 1984 - January 1998
John Hancock January 1994 - January 1996
Skills
Health Insurance, Insurance, Managed Care, Process Improvement, Medicare, Product Management, Leadership, Project Management, Account Management, Employee Benefits, CRM, Executive Management, Business Analysis, Marketing Strategy, Marketing, Business Planning, Team Building, Program Management, Healthcare, Claim, HIPAA, Vendor Management, Strategic Planning, Data Analysis, Training, Medicaid, Underwriting, Customer Service
Education
Johnson and Wales University 2007 — 2010
MBA, Global Business Leadership wih a Concentration in Marketing
Bentley College
Certificate, Project Management
Simmons College
Bachelor of Arts, Public and Social Policy
Bunker Hill Community College
Paralegal Studies
PCHS
David Wean David Wean's John Hancock Experience January 1987 - Present
Job Pension and Pricing Actuary
Industry Financial Services
Experience
John Hancock January 1987 - Present
Towers Perrin July 1986 - January 1987
Tillinghast January 1980 - June 1986
Education
Brandeis University 1975 — 1979
BA, Cum Laude, Math
The University of Edinburgh 1977 — 1978
n/a, Maths, Economics
John Hancock January 1987 - Present
Towers Perrin July 1986 - January 1987
Tillinghast January 1980 - June 1986
Education
Brandeis University 1975 — 1979
BA, Cum Laude, Math
The University of Edinburgh 1977 — 1978
n/a, Maths, Economics
Hatty Tsai's John Hancock Experience 2008 - 2011
Job Medical Director Research at iHealth Technologies
Industry Insurance
Experience
iHealth Technologies May 2011 - Present
John Hancock 2008 - 2011
Metropolitan Life Insurance Company 2006 - 2008
Sun Life Financial 1999 - 2006
HBOC Payor Solutions Group (Acquired by McKesson, Inc) 1998 - 1999
Skills
Healthcare Information..., Medicine, Healthcare, Healthcare Consulting, Medicare
Education
Boston University School of Medicine 1981 — 1985
BA/MD
iHealth Technologies May 2011 - Present
John Hancock 2008 - 2011
Metropolitan Life Insurance Company 2006 - 2008
Sun Life Financial 1999 - 2006
HBOC Payor Solutions Group (Acquired by McKesson, Inc) 1998 - 1999
Skills
Healthcare Information..., Medicine, Healthcare, Healthcare Consulting, Medicare
Education
Boston University School of Medicine 1981 — 1985
BA/MD
Nick Shah's John Hancock Experience June 1998 - June 2000
Job Assistant Vice President,Principal Architect at Harvard Management Company
Industry Computer Software
Experience
Harvard Management Company July 2011 - Present
Extreme Reach, Inc. August 2009 - July 2011
Harvard Management Company February 2007 - August 2009
FastChannel May 2005 - November 2006
PFN Inc October 2001 - May 2005
John Hancock June 1998 - June 2000
Sybase August 1996 - May 1998
Ernst & Young January 1995 - August 1996
Skills
Middleware, Distributed Systems, Sybase, XML, Unix, SQL, Java, Eclipse, Linux, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, JUnit, Web Services, .NET, SDLC, Software Development, Unit Testing
Education
Bowling Green State University 1993 — 1994
MS, Computer Science
DY Patil
Bachelor of Engineering (BEng), Computer Science
Harvard Management Company July 2011 - Present
Extreme Reach, Inc. August 2009 - July 2011
Harvard Management Company February 2007 - August 2009
FastChannel May 2005 - November 2006
PFN Inc October 2001 - May 2005
John Hancock June 1998 - June 2000
Sybase August 1996 - May 1998
Ernst & Young January 1995 - August 1996
Skills
Middleware, Distributed Systems, Sybase, XML, Unix, SQL, Java, Eclipse, Linux, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, JUnit, Web Services, .NET, SDLC, Software Development, Unit Testing
Education
Bowling Green State University 1993 — 1994
MS, Computer Science
DY Patil
Bachelor of Engineering (BEng), Computer Science
Devon Wallace Devon Wallace's John Hancock Experience June 2008 - November 2012
Job Assistant Vice President, Life and Annuity Claims at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
MassMutual Financial Group November 2012 - August 2015
John Hancock June 2008 - November 2012
Manulife Financial 2003 - 2004
Skills
Process Improvement, Series 63, Project Management, Fixed Annuities, Series 7, Insurance, Mutual Funds, Retirement, Series 6
Education
Bucknell University 1994 — 1997
Psychology, Psychology, Philosophy
MassMutual Financial Group August 2015 - Present
MassMutual Financial Group November 2012 - August 2015
John Hancock June 2008 - November 2012
Manulife Financial 2003 - 2004
Skills
Process Improvement, Series 63, Project Management, Fixed Annuities, Series 7, Insurance, Mutual Funds, Retirement, Series 6
Education
Bucknell University 1994 — 1997
Psychology, Psychology, Philosophy
Lisa Scannell Lisa Scannell's John Hancock Experience 1993 - 1997
Job Chief Marketing Officer at Isaacson, Miller
Industry Marketing and Advertising
Experience
Isaacson, Miller April 2015 - Present
Argo Group August 2010 - April 2015
Independent Consultant 2008 - August 2010
Morgan Stanley 2007 - 2008
Liberty Mutual Insurance 2002 - 2007
John Hancock Financial Services 1997 - 2002
John Hancock 1993 - 1997
John Hancock 1991 - 1993
John Hancock 1987 - 1991
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Advertising, Direct Marketing, Management Consulting, Market Research, Brand Architecture, Brand Management, Management, Public Relations, Strategy, Marketing, Internal Communications, B2B, Social Media, Strategic Planning
Education
Boston University - School of Management
MBA
Georgetown University
BS, Psychology
Isaacson, Miller April 2015 - Present
Argo Group August 2010 - April 2015
Independent Consultant 2008 - August 2010
Morgan Stanley 2007 - 2008
Liberty Mutual Insurance 2002 - 2007
John Hancock Financial Services 1997 - 2002
John Hancock 1993 - 1997
John Hancock 1991 - 1993
John Hancock 1987 - 1991
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Advertising, Direct Marketing, Management Consulting, Market Research, Brand Architecture, Brand Management, Management, Public Relations, Strategy, Marketing, Internal Communications, B2B, Social Media, Strategic Planning
Education
Boston University - School of Management
MBA
Georgetown University
BS, Psychology
Adam Cooper Adam Cooper's John Hancock Experience December 2006 - February 2008
Job Revenue Accelerator ◌ Strategy to Execution Facilitator ◌ Competition Junkie ◌ Enterprise Tech Futurist
Industry Information Technology and Services
Experience
SAP December 2013 - Present
SAP January 2013 - December 2013
SAP June 2012 - January 2013
SAP July 2011 - June 2012
Puma June 2010 - October 2010
Manulife February 2008 - June 2010
John Hancock December 2006 - February 2008
John Hancock Financial Services June 2005 - December 2006
Skills
Competitive Analysis, Account Management, Market Research, Mergers, Acquisition Integration, Strategic Planning, International Sales, Strategic Thinking, Marketing Strategy, Cross-functional Team..., Product Marketing, CRM, Management, Business Development, New Business Development, Strategy, Business Strategy, SaaS, Sales Operations, Leadership, SAP, Cloud Computing, Marketing, Sales, Enterprise Software, B2B
Education
Boston University - School of Management 2009 — 2011
MBA, Marketing and Strategy & Business Analysis
Wheaton College (MA) 2001 — 2005
B.A. 2005, Philosophy and Political Science
SAP December 2013 - Present
SAP January 2013 - December 2013
SAP June 2012 - January 2013
SAP July 2011 - June 2012
Puma June 2010 - October 2010
Manulife February 2008 - June 2010
John Hancock December 2006 - February 2008
John Hancock Financial Services June 2005 - December 2006
Skills
Competitive Analysis, Account Management, Market Research, Mergers, Acquisition Integration, Strategic Planning, International Sales, Strategic Thinking, Marketing Strategy, Cross-functional Team..., Product Marketing, CRM, Management, Business Development, New Business Development, Strategy, Business Strategy, SaaS, Sales Operations, Leadership, SAP, Cloud Computing, Marketing, Sales, Enterprise Software, B2B
Education
Boston University - School of Management 2009 — 2011
MBA, Marketing and Strategy & Business Analysis
Wheaton College (MA) 2001 — 2005
B.A. 2005, Philosophy and Political Science
Patrick Mathews's John Hancock Experience August 2008 - September 2008
Job Principal Financial Analyst at HubSpot
Industry Marketing and Advertising
Experience
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
Robert Zannotti's John Hancock Experience May 1990 - April 1992
Job Vice President of Sales at Microdesk
Industry Computer Software
Experience
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Dagmara Frankowska's John Hancock Experience October 2004 - February 2006
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Ann St. Peter's John Hancock Experience September 2006 - February 2008
Job Law Student
Industry Financial Services
Experience
Northeastern University School of Law August 2013 - Present
LifeYield, LLC January 2011 - June 2012
Eaton Vance Distributors February 2008 - December 2010
John Hancock September 2006 - February 2008
Advantage Data, Inc December 2005 - May 2006
RCB Enterprises March 2004 - October 2005
Skills
Series 7, Series 66, Series 6, Series 63, Mutual Funds, Investments, Uniform Combined State..., Fixed Income, Securities, Bloomberg, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Asset Managment, Equities, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Relationship Management, Key Account Management, Key Account Development, Building Relationships, Long-term Customer..., Software Solution Sales
Education
Northeastern University School of Law 2013 — 2016
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Northeastern University School of Law 2013 — 2016
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Boston University Questrom School of Business 2008 — 2010
Masters, Investment Management
Rochester Institute of Technology 2002 — 2006
Bachelors, Business Administration- Management
Northeastern University School of Law August 2013 - Present
LifeYield, LLC January 2011 - June 2012
Eaton Vance Distributors February 2008 - December 2010
John Hancock September 2006 - February 2008
Advantage Data, Inc December 2005 - May 2006
RCB Enterprises March 2004 - October 2005
Skills
Series 7, Series 66, Series 6, Series 63, Mutual Funds, Investments, Uniform Combined State..., Fixed Income, Securities, Bloomberg, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Asset Managment, Equities, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Relationship Management, Key Account Management, Key Account Development, Building Relationships, Long-term Customer..., Software Solution Sales
Education
Northeastern University School of Law 2013 — 2016
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Northeastern University School of Law 2013 — 2016
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Boston University Questrom School of Business 2008 — 2010
Masters, Investment Management
Rochester Institute of Technology 2002 — 2006
Bachelors, Business Administration- Management
Scott Gorham Scott Gorham's John Hancock Experience 1980 - 1983
Job Systems Designer at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare January 2000 - Present
Tufts Medical Center 1998 - 2004
HP Hood 1998 - 2000
Tufts Medical Center 1995 - 1998
Dickinson Advertising 1993 - 1995
College Marketing Group (CMGI) 1991 - 1993
Commonwealth Automobile Re-insurers 1989 - 1991
Dickinson Advertising 1987 - 1988
Commonwealth Automobile Re-insurers 1984 - 1986
John Hancock 1980 - 1983
Skills
Healthcare Information..., Payroll, EMR, HL7, Healthcare, HIPAA, EHR, PowerPoint, Healthcare Management
Education
SNHU - CfA 2015 — 2016
Associate of Arts (AA), Non-Clinical Hospital Management
Bunker Hill Community College 2004 — 2014
Associate of Science (A.S.), Computer Science, 3.7 GPA
Northeastern University 1987 — 1991
NA, Computer Programming, A
Partners HealthCare January 2000 - Present
Tufts Medical Center 1998 - 2004
HP Hood 1998 - 2000
Tufts Medical Center 1995 - 1998
Dickinson Advertising 1993 - 1995
College Marketing Group (CMGI) 1991 - 1993
Commonwealth Automobile Re-insurers 1989 - 1991
Dickinson Advertising 1987 - 1988
Commonwealth Automobile Re-insurers 1984 - 1986
John Hancock 1980 - 1983
Skills
Healthcare Information..., Payroll, EMR, HL7, Healthcare, HIPAA, EHR, PowerPoint, Healthcare Management
Education
SNHU - CfA 2015 — 2016
Associate of Arts (AA), Non-Clinical Hospital Management
Bunker Hill Community College 2004 — 2014
Associate of Science (A.S.), Computer Science, 3.7 GPA
Northeastern University 1987 — 1991
NA, Computer Programming, A
Holly M. Smith's John Hancock Experience August 2007 - January 2008
Job Billing Specialist & Customer Service Representative at ServiceMaster by Gilmore
Industry Facilities Services
Experience
Origin Technologies Group, Inc. April 2013 - July 2013
ServiceMaster by Gilmore September 2009 - April 2013
Oncolab Inc May 2008 - September 2009
John Hancock August 2007 - January 2008
Milton Town Hall Building Department June 2003 - October 2003
Skills
Telephone Skills, Invoicing, Insurance, Data Entry, Software Documentation
Education
Cambridge College
Education
Milton High School
Origin Technologies Group, Inc. April 2013 - July 2013
ServiceMaster by Gilmore September 2009 - April 2013
Oncolab Inc May 2008 - September 2009
John Hancock August 2007 - January 2008
Milton Town Hall Building Department June 2003 - October 2003
Skills
Telephone Skills, Invoicing, Insurance, Data Entry, Software Documentation
Education
Cambridge College
Education
Milton High School
James Shea James Shea's John Hancock Experience 2005 - 2007
Job Enterprise Sales Associate at Dynatrace
Industry Marketing and Advertising
Experience
Dynatrace July 2013 - Present
Zipcar October 2010 - July 2013
Brafton Custom News 2009 - 2010
Dow Jones 2008 - 2009
Flagship Merchant Services 2007 - 2008
John Hancock 2005 - 2007
Skills
Salesforce.com, Marketing, Lead Generation, Sales, Account Management, Management, Cloud Computing, Cold Calling, Sales Process, Social Media Marketing, New Business Development, Social Media, Business Development, Direct Sales, Email Marketing, Team Building, Inside Sales, B2B, Marketing Strategy, CRM, Customer Service, SaaS, American Politics, Microsoft Office, Social Networking, Sales Management, Online Advertising, Sales Operations
Education
Bryant University 2001 — 2005
Marketing, Communication
Dynatrace July 2013 - Present
Zipcar October 2010 - July 2013
Brafton Custom News 2009 - 2010
Dow Jones 2008 - 2009
Flagship Merchant Services 2007 - 2008
John Hancock 2005 - 2007
Skills
Salesforce.com, Marketing, Lead Generation, Sales, Account Management, Management, Cloud Computing, Cold Calling, Sales Process, Social Media Marketing, New Business Development, Social Media, Business Development, Direct Sales, Email Marketing, Team Building, Inside Sales, B2B, Marketing Strategy, CRM, Customer Service, SaaS, American Politics, Microsoft Office, Social Networking, Sales Management, Online Advertising, Sales Operations
Education
Bryant University 2001 — 2005
Marketing, Communication
Erik Hoberg Erik Hoberg's John Hancock Experience November 1999 - October 2000
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
Sarah Menkes Henry Sarah Menkes Henry's John Hancock Experience April 1997 - October 1999
Job Consumer Sector Equity Analyst
Industry Financial Services
Experience
Manulife Asset Management October 1999 - Present
John Hancock April 1997 - October 1999
Skills
Bloomberg, Capital IQ, Investments, Equities, Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equity Valuation, Financial Analysis, Mutual Funds, Hedge Funds, Multi-channel Retail, Consumer Products, Lean Startup Development, Entrepreneurship, Asset Allocation, Asset Management
Education
Boston University 1997 — 1998
MSAS, Multinational Commerce
University of Vermont 1990 — 1994
BA, Economics & English
Manulife Asset Management October 1999 - Present
John Hancock April 1997 - October 1999
Skills
Bloomberg, Capital IQ, Investments, Equities, Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equity Valuation, Financial Analysis, Mutual Funds, Hedge Funds, Multi-channel Retail, Consumer Products, Lean Startup Development, Entrepreneurship, Asset Allocation, Asset Management
Education
Boston University 1997 — 1998
MSAS, Multinational Commerce
University of Vermont 1990 — 1994
BA, Economics & English
Polly S. Emery's John Hancock Experience February 2007 - March 2010
Job Brand Advertising & Communications
Industry Marketing and Advertising
Experience
Santander Bank, N.A. September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) March 2010 - November 2011
John Hancock February 2007 - March 2010
Bally of Switzerland October 2004 - February 2007
M2M October 2005 - November 2005
Skills
Online Advertising, Advertising, Social Media, Digital Media, Web Analytics, Brand Management, Integrated Marketing, Creative Services, Strategy, Project Management, Marketing Strategy, Digital Marketing, Marketing Management, New Media, Email Marketing, Online Marketing, Social Media Marketing, Marketing, Media Planning, Management, Marketing Communications, Integrated Brand..., Facebook, Digital Strategy, Analytics, Sales, Team Leadership, Brand Positioning..., Marketing Research, Product Marketing, Merchandising, Visual Merchandising, Retail Marketing, Retail Banking, Messaging Development, Customer Engagement
Education
Boston University 2002 — 2006
BA, Sociology
Bangor High School 1998 — 2002
Santander Bank, N.A. September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) March 2010 - November 2011
John Hancock February 2007 - March 2010
Bally of Switzerland October 2004 - February 2007
M2M October 2005 - November 2005
Skills
Online Advertising, Advertising, Social Media, Digital Media, Web Analytics, Brand Management, Integrated Marketing, Creative Services, Strategy, Project Management, Marketing Strategy, Digital Marketing, Marketing Management, New Media, Email Marketing, Online Marketing, Social Media Marketing, Marketing, Media Planning, Management, Marketing Communications, Integrated Brand..., Facebook, Digital Strategy, Analytics, Sales, Team Leadership, Brand Positioning..., Marketing Research, Product Marketing, Merchandising, Visual Merchandising, Retail Marketing, Retail Banking, Messaging Development, Customer Engagement
Education
Boston University 2002 — 2006
BA, Sociology
Bangor High School 1998 — 2002
Sonia Tavares Correia's John Hancock Experience April 2008 - November 2010
Job Accounts Payable Specialist at Partners HealthCare
Industry Financial Services
Experience
Partners HealthCare November 2014 - Present
Globe Fish Company March 2013 - Present
Toyota of Watertown October 2012 - March 2013
John Hancock Financial November 2010 - November 2011
John Hancock April 2008 - November 2010
John Hancock November 2007 - September 2008
John Hancock May 2006 - November 2007
John Hancock October 2001 - May 2006
John Hancock September 2000 - October 2001
Skills
Process Improvement, Financial Services, Mutual Funds, Fixed Annuities, Relationship Management, FINRA, Microsoft Excel, PowerPoint, 401k, Life Insurance, Business Analysis, Outlook, Customer Service, Insurance, Leadership, Training
Education
Bunker Hill Community College 1996 — 1998
Business Management
Partners HealthCare November 2014 - Present
Globe Fish Company March 2013 - Present
Toyota of Watertown October 2012 - March 2013
John Hancock Financial November 2010 - November 2011
John Hancock April 2008 - November 2010
John Hancock November 2007 - September 2008
John Hancock May 2006 - November 2007
John Hancock October 2001 - May 2006
John Hancock September 2000 - October 2001
Skills
Process Improvement, Financial Services, Mutual Funds, Fixed Annuities, Relationship Management, FINRA, Microsoft Excel, PowerPoint, 401k, Life Insurance, Business Analysis, Outlook, Customer Service, Insurance, Leadership, Training
Education
Bunker Hill Community College 1996 — 1998
Business Management
Susan Curran's John Hancock Experience March 2010 - October 2011
Job AVP, Application Shared Services at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - January 2013
John Hancock March 2010 - October 2011
Bullhorn, Inc. July 2006 - February 2010
EDS, an HP company February 1997 - July 2003
Skills
Certified Help Desk..., Project Management..., Microsoft Certified..., Microsoft Certified..., ITIL v3 Foundations..., TQM Certified, Lean Six Sigma Green..., PgMP candidate, Program Management, Product Management, Product Lifecycle..., Program Development, Vendor Management, Six Sigma, Help Desk Support, PMP, Program Management..., Management, Project Management, Project Portfolio..., Data Center, SDLC, Business Process..., PMO, Process Improvement, Integration, Requirements Gathering, Outsourcing, Leadership, Quality Assurance, Project Planning, Relationship Management, Strategic Planning, Service Delivery..., Continuous Improvement, Business Analytics, Portfolio Management, CRM, Business Analysis, IT Strategy, Information Technology
Education
Boston University Questrom School of Business 2001 — 2003
MBA
Clark University 1996 — 1997
Certification
Merrimack College 1986 — 1990
Duel - Bachelor of Science (BS) & Bachelor of Arts (BA)
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - January 2013
John Hancock March 2010 - October 2011
Bullhorn, Inc. July 2006 - February 2010
EDS, an HP company February 1997 - July 2003
Skills
Certified Help Desk..., Project Management..., Microsoft Certified..., Microsoft Certified..., ITIL v3 Foundations..., TQM Certified, Lean Six Sigma Green..., PgMP candidate, Program Management, Product Management, Product Lifecycle..., Program Development, Vendor Management, Six Sigma, Help Desk Support, PMP, Program Management..., Management, Project Management, Project Portfolio..., Data Center, SDLC, Business Process..., PMO, Process Improvement, Integration, Requirements Gathering, Outsourcing, Leadership, Quality Assurance, Project Planning, Relationship Management, Strategic Planning, Service Delivery..., Continuous Improvement, Business Analytics, Portfolio Management, CRM, Business Analysis, IT Strategy, Information Technology
Education
Boston University Questrom School of Business 2001 — 2003
MBA
Clark University 1996 — 1997
Certification
Merrimack College 1986 — 1990
Duel - Bachelor of Science (BS) & Bachelor of Arts (BA)
Regina Aries's John Hancock Experience 1977 - 1997
Job Senior Manager at Deloitte Tax, LLP
Industry Information Technology and Services
Experience
Deloitte August 2012 - Present
PricewaterhouseCoopers, LLP 2004 - July 2012
Niaratna Business Solutions 1997 - 2002
John hancock 1977 - 1997
John Hancock Financial Services 1977 - 1997
Skills
Accounting, Tax, Information Security..., Financial Audits, Management, Business Planning, Risk Management, Due Diligence, Information Security, Business Process...
Education
Cambridge College
Southern New Hampshire University
Deloitte August 2012 - Present
PricewaterhouseCoopers, LLP 2004 - July 2012
Niaratna Business Solutions 1997 - 2002
John hancock 1977 - 1997
John Hancock Financial Services 1977 - 1997
Skills
Accounting, Tax, Information Security..., Financial Audits, Management, Business Planning, Risk Management, Due Diligence, Information Security, Business Process...
Education
Cambridge College
Southern New Hampshire University
David Bidwell's John Hancock Experience August 2005 - Present
Job Regional Vice President (John Hancock LTCi)
Industry Insurance
Experience
John Hancock August 2005 - Present
Allianz Life 2002 - 2004
Education
California University of Pennsylvania 1981 — 1985
John Hancock August 2005 - Present
Allianz Life 2002 - 2004
Education
California University of Pennsylvania 1981 — 1985
Atticus Fallon, CAIA's John Hancock Experience 1999 - 2005
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2013 - Present
UBS Global Asset Management March 2007 - April 2013
U.S. Trust 2005 - 2007
John Hancock 1999 - 2005
Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2004
MBA, Investments
University of Vermont 1994 — 1998
BS, Business
JP Morgan Asset Management May 2013 - Present
UBS Global Asset Management March 2007 - April 2013
U.S. Trust 2005 - 2007
John Hancock 1999 - 2005
Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2004
MBA, Investments
University of Vermont 1994 — 1998
BS, Business
Amie LaBella Crawford's John Hancock Experience January 2008 - November 2010
Job Benefits Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - January 2014
John Hancock January 2008 - November 2010
State Street Corporation July 2006 - January 2008
Ciber January 2006 - June 2006
Aviva 2002 - 2006
Skills
Analysis, Project Management, Business Analysis, Vendor Management, Risk Management, Business Requirements, Visio, Requirements Analysis, Business Process, Competitive Analysis, Relationship Management, Business Intelligence, Management, Strategic Planning, Requirements Gathering, Insurance, Change Management, Budgets, SDLC, PMP, SharePoint, Financial Services, Process Improvement, IT Strategy, Program Management, Business Process..., PMO, Software Project..., Project Portfolio...
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Brandeis University 1998 — 2002
Bachelor's degree, Economics
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - January 2014
John Hancock January 2008 - November 2010
State Street Corporation July 2006 - January 2008
Ciber January 2006 - June 2006
Aviva 2002 - 2006
Skills
Analysis, Project Management, Business Analysis, Vendor Management, Risk Management, Business Requirements, Visio, Requirements Analysis, Business Process, Competitive Analysis, Relationship Management, Business Intelligence, Management, Strategic Planning, Requirements Gathering, Insurance, Change Management, Budgets, SDLC, PMP, SharePoint, Financial Services, Process Improvement, IT Strategy, Program Management, Business Process..., PMO, Software Project..., Project Portfolio...
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Brandeis University 1998 — 2002
Bachelor's degree, Economics
Johanna Eakle, CTFA, ChFC's John Hancock Experience 2001 - 2004
Job Vice President, Wealth Management; Manager of Client Support Services
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Paul Sobchuk's John Hancock Experience 1999 - 2002
Job Senior Infrastructure Project Manager
Industry Financial Services
Experience
John Hancock Financial Network May 2008 - Present
First Marblehead Education Resources 2006 - 2008
First Marblehead November 2006 - September 2007
Commonwealth of Massachusetts March 2006 - September 2006
John Hancock Financial Services 2002 - 2005
John Hancock 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1989 - 1993
Filenes 1987 - 1989
Education
Boston University
B.S., Management Studies: Computer Information Systems
University of Massachusetts Boston
John Hancock Financial Network May 2008 - Present
First Marblehead Education Resources 2006 - 2008
First Marblehead November 2006 - September 2007
Commonwealth of Massachusetts March 2006 - September 2006
John Hancock Financial Services 2002 - 2005
John Hancock 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1989 - 1993
Filenes 1987 - 1989
Education
Boston University
B.S., Management Studies: Computer Information Systems
University of Massachusetts Boston
Patti Reardon-Gordon's John Hancock Experience May 2012 - May 2013
Job Assistant Vice President, Information Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services May 2013 - Present
John Hancock May 2012 - May 2013
John Hancock Financial Services November 2011 - May 2012
John Hancock Financial Services March 2009 - November 2011
John Hancock Financial Services December 2006 - March 2009
John Hancock Financial Services October 2000 - November 2006
New England Financial December 1993 - October 2000
Skills
Financial Services, Mutual Funds, Account Management, Equities, Risk Management, Strategic Planning, Tactical Operations, Change Management, Outcome Management, Business Case..., Collaborative Problem..., Leadership Development, Mentoring, ability to influence..., Project Portfolio..., Management, Leadership, Sales, Training, Project Management, Integration, Business Case, Insurance, Business Analysis, SDLC, Vendor Management, Process Improvement, Strategy
Education
Bridgewater State College 1989 — 1993
Bachelor of Science (B.S.), Business/Commerce
Bridgewater State University 1989 — 1993
Batchelor of Management Science, Marketing
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services May 2013 - Present
John Hancock May 2012 - May 2013
John Hancock Financial Services November 2011 - May 2012
John Hancock Financial Services March 2009 - November 2011
John Hancock Financial Services December 2006 - March 2009
John Hancock Financial Services October 2000 - November 2006
New England Financial December 1993 - October 2000
Skills
Financial Services, Mutual Funds, Account Management, Equities, Risk Management, Strategic Planning, Tactical Operations, Change Management, Outcome Management, Business Case..., Collaborative Problem..., Leadership Development, Mentoring, ability to influence..., Project Portfolio..., Management, Leadership, Sales, Training, Project Management, Integration, Business Case, Insurance, Business Analysis, SDLC, Vendor Management, Process Improvement, Strategy
Education
Bridgewater State College 1989 — 1993
Bachelor of Science (B.S.), Business/Commerce
Bridgewater State University 1989 — 1993
Batchelor of Management Science, Marketing
Andrea Gauvin's John Hancock Experience 1996 - 2005
Job Senior Business Analyst at CVS Caremark Corporation
Industry Insurance
Experience
CVS Caremark Corporation August 2014 - Present
Blue Cross Blue Shield of RI June 2005 - January 2014
John Hancock 1996 - 2005
Skills
Health Insurance, Data Analysis, Business Analysis, Analytics, Insurance, Underwriting, Actuarial Science, Analysis, Healthcare, Leadership, Strategic Planning, Employee Benefits, Medicare, Process Improvement, Access
Education
Bryant University 1992 — 1996
Bachelor's degree, Finance, General
CVS Caremark Corporation August 2014 - Present
Blue Cross Blue Shield of RI June 2005 - January 2014
John Hancock 1996 - 2005
Skills
Health Insurance, Data Analysis, Business Analysis, Analytics, Insurance, Underwriting, Actuarial Science, Analysis, Healthcare, Leadership, Strategic Planning, Employee Benefits, Medicare, Process Improvement, Access
Education
Bryant University 1992 — 1996
Bachelor's degree, Finance, General
Brian Shea, CFA's John Hancock Experience 2001 - June 2006
Job Director, Software Engineer Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2010 - Present
Manulife August 2007 - October 2010
Manulife Financial June 2005 - August 2007
John Hancock 2001 - June 2006
Skills
SDLC, Requirements Gathering, Equities, Microsoft SQL Server, Fixed Income, Bloomberg, Enterprise Architecture, SharePoint, Business Analysis, SQL, Agile Methodologies, Financial Services, Private Equity, FactSet, Oracle PL/SQL...
Education
Boston University Questrom School of Business 2007 — 2008
Master's, Investment Management
Quinnipiac University 1997 — 2001
Bachelor's, Computer Information Systems
Fidelity Investments October 2010 - Present
Manulife August 2007 - October 2010
Manulife Financial June 2005 - August 2007
John Hancock 2001 - June 2006
Skills
SDLC, Requirements Gathering, Equities, Microsoft SQL Server, Fixed Income, Bloomberg, Enterprise Architecture, SharePoint, Business Analysis, SQL, Agile Methodologies, Financial Services, Private Equity, FactSet, Oracle PL/SQL...
Education
Boston University Questrom School of Business 2007 — 2008
Master's, Investment Management
Quinnipiac University 1997 — 2001
Bachelor's, Computer Information Systems
Brock Omohundro's John Hancock Experience January 2007 - April 2009
Job Manager at John Hancock Life Insurance Company
Industry Financial Services
Experience
John Hancock Life Insurance Company April 2009 - Present
John Hancock January 2007 - April 2009
Pacific Life March 2003 - October 2006
Education
California State University-Fullerton
John Hancock Life Insurance Company April 2009 - Present
John Hancock January 2007 - April 2009
Pacific Life March 2003 - October 2006
Education
California State University-Fullerton
Bavin Patel's John Hancock Experience April 2008 - Present
Job IT Business Analyst
Industry Financial Services
Experience
John Hancock April 2008 - Present
First Marblehead Corp. 2007 - 2007
Investors bank and trust 2005 - 2007
Education
Bryant University 2002 — 2004
University of Massachusetts Dartmouth 2000 — 2002
John Hancock April 2008 - Present
First Marblehead Corp. 2007 - 2007
Investors bank and trust 2005 - 2007
Education
Bryant University 2002 — 2004
University of Massachusetts Dartmouth 2000 — 2002
Jennifer Mello Sroka's John Hancock Experience April 2013 - May 2015
Job Director of Strategy at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
John Hancock April 2013 - May 2015
John Hancock July 2011 - April 2013
John Hancock Financial Services August 2004 - July 2010
Education
Boston University - School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
John Hancock Financial Services May 2015 - Present
John Hancock April 2013 - May 2015
John Hancock July 2011 - April 2013
John Hancock Financial Services August 2004 - July 2010
Education
Boston University - School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Eric Zimmer's John Hancock Experience 1978 - 1989
Job Financial Services Operational Risk professional
Industry Financial Services
Experience
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Lianne Packard's John Hancock Experience 2006 - 2007
Job Proprietor at Kinetix Fitness Studio
Industry Health, Wellness and Fitness
Experience
Kinetix Fitness Studio June 2014 - Present
Sector 3 Appraisals, Inc. September 2007 - November 2010
Thundermist Powerboats 1998 - 2010
John Hancock 2006 - 2007
Amica Mutual Insurance Company October 1999 - June 2006
Education
Bryant University 1995 — 1997
Other
Kinetix Fitness Studio June 2014 - Present
Sector 3 Appraisals, Inc. September 2007 - November 2010
Thundermist Powerboats 1998 - 2010
John Hancock 2006 - 2007
Amica Mutual Insurance Company October 1999 - June 2006
Education
Bryant University 1995 — 1997
Other
Anne Marie Graceffa's John Hancock Experience 1990 - 2008
Job Director of Privacy
Industry Financial Services
Experience
John Hancock Financial Services 1982 - Present
John Hancock 1990 - 2008
Skills
Insurance, Financial Services, Series 7, Series 24, Privacy Compliance, Privacy Training and..., Market Conduct, Process Improvement, Risk Management, Vendor Management
Education
Suffolk University 1979 — 1981
Bachelor's degree, Sociology/Criminology
Bunker Hill Community College 1977 — 1979
Associate Degree, Criminal Justice
John Hancock Financial Services 1982 - Present
John Hancock 1990 - 2008
Skills
Insurance, Financial Services, Series 7, Series 24, Privacy Compliance, Privacy Training and..., Market Conduct, Process Improvement, Risk Management, Vendor Management
Education
Suffolk University 1979 — 1981
Bachelor's degree, Sociology/Criminology
Bunker Hill Community College 1977 — 1979
Associate Degree, Criminal Justice
Tracey Shah's John Hancock Experience 1998 - Present
Job Director, ePresentment Services at John Hancock
Industry Insurance
Experience
John Hancock 1998 - Present
Sybase 1997 - 1998
Ernst & Young 1995 - 1997
Great Lakes Credit Union 1990 - 1991
Skills
Systems Analysis, Vendor Management, Business Intelligence, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., IT Strategy, SOA, Project Management, Requirements Gathering, Solution Architecture, Business Process..., Integration, Microsoft SQL Server, SQL, Enterprise Architecture, Program Management, Strategic Planning
Education
Bowling Green State University 1988 — 1995
BS & MS
John Hancock 1998 - Present
Sybase 1997 - 1998
Ernst & Young 1995 - 1997
Great Lakes Credit Union 1990 - 1991
Skills
Systems Analysis, Vendor Management, Business Intelligence, Requirements Analysis, SDLC, Business Analysis, Process Improvement, Software Project..., IT Strategy, SOA, Project Management, Requirements Gathering, Solution Architecture, Business Process..., Integration, Microsoft SQL Server, SQL, Enterprise Architecture, Program Management, Strategic Planning
Education
Bowling Green State University 1988 — 1995
BS & MS
Terri Hayes's John Hancock Experience 1999 - Present
Job AVP, Annuities and Fixed Products, John Hancock
Industry Financial Services
Experience
John Hancock 1999 - Present
Ingalls Advertising 1996 - 1999
Hill Holliday 1988 - 1996
Skills
Direct Marketing, Securities, Series 7, Wealth Management, Mutual Funds, Financial Services, Series 63, Insurance, Risk Management, Investments, FINRA, Fixed Annuities, Business Analysis
Education
Boston University
John Hancock 1999 - Present
Ingalls Advertising 1996 - 1999
Hill Holliday 1988 - 1996
Skills
Direct Marketing, Securities, Series 7, Wealth Management, Mutual Funds, Financial Services, Series 63, Insurance, Risk Management, Investments, FINRA, Fixed Annuities, Business Analysis
Education
Boston University
Maryanne Connell's John Hancock Experience September 1997 - June 2005
Job Vice President at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2006 - Present
John Hancock September 1997 - June 2005
MetLife January 1992 - August 1997
Skills
Financial Services, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Finance, Process Improvement, Enterprise Risk..., Strategic Planning, Financial Risk, Internal Controls, Insurance, Mutual Funds, Private Equity, Financial Modeling, Hedge Funds, Auditing, Series 7, Financial Reporting, Internal Audit
Education
Bryant University
BS/BA
Providence College
MBA
MFS Investment Management March 2006 - Present
John Hancock September 1997 - June 2005
MetLife January 1992 - August 1997
Skills
Financial Services, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Finance, Process Improvement, Enterprise Risk..., Strategic Planning, Financial Risk, Internal Controls, Insurance, Mutual Funds, Private Equity, Financial Modeling, Hedge Funds, Auditing, Series 7, Financial Reporting, Internal Audit
Education
Bryant University
BS/BA
Providence College
MBA
Jennifer Schroeder's John Hancock Experience August 2007 - July 2010
Job Senior Account Executive at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Marian Aylward's John Hancock Experience 1979 - 1995
Job Director Resource Planning at Copyright Clearance Center
Industry Publishing
Experience
Copyright Clearance Center 2000 - Present
Medtronic 1995 - 2000
John Hancock 1979 - 1995
Skills
SDLC, Enterprise Software, JavaScript, Project Management, Java, Requirements Gathering, Database Design, Project Planning, Agile Methodologies, Software Project..., Requirements Analysis, Business Intelligence, Software Development, Business Analysis, Databases, Management
Education
Brandeis University - Rabb School 2007 — 2011
MS, Software Engineering
Boston University
BA, Biology
Copyright Clearance Center 2000 - Present
Medtronic 1995 - 2000
John Hancock 1979 - 1995
Skills
SDLC, Enterprise Software, JavaScript, Project Management, Java, Requirements Gathering, Database Design, Project Planning, Agile Methodologies, Software Project..., Requirements Analysis, Business Intelligence, Software Development, Business Analysis, Databases, Management
Education
Brandeis University - Rabb School 2007 — 2011
MS, Software Engineering
Boston University
BA, Biology
Chris Zerilli's John Hancock Experience June 2005 - December 2010
Job Sr. Compliance Examiner at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - March 2012
John Hancock June 2005 - December 2010
Skills
Series 24, Series 7, Series 63, Sales, Mutual Funds, Retirement, Compliance
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government & Legal Studies
John Hancock Financial Network March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - March 2012
John Hancock June 2005 - December 2010
Skills
Series 24, Series 7, Series 63, Sales, Mutual Funds, Retirement, Compliance
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government & Legal Studies
Nancy Earle's John Hancock Experience June 2000 - July 2009
Job Reinsurance Operations Liaison at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
John Hancock June 2000 - July 2009
John Hancock Financial Services June 2000 - July 2009
Skills
Mutual Funds, Fixed Annuities, Financial Services, Process Improvement, Reinsurance, Business Analysis, Insurance
Education
Boston University 1986 — 1990
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
John Hancock June 2000 - July 2009
John Hancock Financial Services June 2000 - July 2009
Skills
Mutual Funds, Fixed Annuities, Financial Services, Process Improvement, Reinsurance, Business Analysis, Insurance
Education
Boston University 1986 — 1990
Stan Prajzner's John Hancock Experience June 1992 - June 1995
Job Owner Stan Prajzner Nationwide Agency
Industry Insurance
Experience
Blough Realty 2008 - Present
Stan Prajzner Nationwide Agency June 1995 - Present
John Hancock June 1992 - June 1995
S Joseph Prajzner News Service October 1980 - June 1992
Skills
General Insurance, Retirement, Insurance, Real Estate, Selling, Investments, Sales, Underwriting, Team Building, Liability, Life Insurance, Fixed Annuities, Strategic Planning, Management, Commercial Insurance, Customer Service, Small Business, Professional Liability, Coaching, Marketing, Casualty, Term Life Insurance, Disability Insurance, Property & Casualty..., Retirement Planning, Mutual Funds, Homeowners, Brokers, Health Insurance, Universal Life, Estate Planning, Long-term Care, Umbrella Insurance, Legal Liability, Commercial Lines, Employee Benefits, Strategic Financial..., 401k
Education
Bucks County Community College 1990 — 1994
Associate, Marketing
Blough Realty 2008 - Present
Stan Prajzner Nationwide Agency June 1995 - Present
John Hancock June 1992 - June 1995
S Joseph Prajzner News Service October 1980 - June 1992
Skills
General Insurance, Retirement, Insurance, Real Estate, Selling, Investments, Sales, Underwriting, Team Building, Liability, Life Insurance, Fixed Annuities, Strategic Planning, Management, Commercial Insurance, Customer Service, Small Business, Professional Liability, Coaching, Marketing, Casualty, Term Life Insurance, Disability Insurance, Property & Casualty..., Retirement Planning, Mutual Funds, Homeowners, Brokers, Health Insurance, Universal Life, Estate Planning, Long-term Care, Umbrella Insurance, Legal Liability, Commercial Lines, Employee Benefits, Strategic Financial..., 401k
Education
Bucks County Community College 1990 — 1994
Associate, Marketing
GinaMarie Iamarino's John Hancock Experience January 1997 - January 1998
Job Airport Customer Service at Delta Air Lines
Industry Information Technology and Services
Experience
Delta Air Lines September 2010 - Present
Nascar - Daytona - International June 2011 - June 2011
CardVio Cards January 2008 - October 2010
Fidelity Investments March 1998 - January 2008
Fidelity Investments January 1998 - January 2008
Fidelity Investments 1998 - 2008
John Hancock January 1997 - January 1998
John Hancock January 1997 - January 1998
Manulife Financial, ILS January 1996 - January 1997
Pebra Inc January 1995 - January 1996
Education
Brock University
Computer Science
Niagara College
Certificate, Computer Processing Information Management Systems
William George Associates
Certificate; Bachelor, Advanced Project Management; Computer Science
Delta Air Lines September 2010 - Present
Nascar - Daytona - International June 2011 - June 2011
CardVio Cards January 2008 - October 2010
Fidelity Investments March 1998 - January 2008
Fidelity Investments January 1998 - January 2008
Fidelity Investments 1998 - 2008
John Hancock January 1997 - January 1998
John Hancock January 1997 - January 1998
Manulife Financial, ILS January 1996 - January 1997
Pebra Inc January 1995 - January 1996
Education
Brock University
Computer Science
Niagara College
Certificate, Computer Processing Information Management Systems
William George Associates
Certificate; Bachelor, Advanced Project Management; Computer Science
Edward Kinsella's John Hancock Experience January 2009 - November 2011
Job Client Services Executive at FIS Global
Industry Financial Services
Experience
FIS Global October 2013 - Present
John Hancock January 2009 - November 2011
John Hancock Financial Services April 1993 - January 2009
First Data Investor Services Group (Formerly TSSG) 1987 - 1993
Education
Bryant University 1983 — 1987
Business Administration and Management, General
FIS Global October 2013 - Present
John Hancock January 2009 - November 2011
John Hancock Financial Services April 1993 - January 2009
First Data Investor Services Group (Formerly TSSG) 1987 - 1993
Education
Bryant University 1983 — 1987
Business Administration and Management, General
Jack Kenney's John Hancock Experience January 1982 - March 1997
Job at Retired
Industry Health, Wellness and Fitness
Experience
Retired February 2007 - Present
John Hancock Financial Services 2001 - 2006
IBM Global Services November 2000 - July 2005
P&H Solutions September 1999 - November 2000
State Street September 1998 - September 1999
Unicare March 1997 - September 1998
John Hancock January 1982 - March 1997
Skills
Solaris, Project Management, Data Center, Customer Service, Vendor Management, Windows Server, SDLC, Integration, Disaster Recovery, Unix
Education
MGH Institute of Health Professions 2005 — 2007
Cert in Medical Imaging, Medical Imaging
Bridgewater State University 1979 — 1981
Computer Science
Massachusetts College of Pharmacy and Health Sciences 1966 — 1971
Retired February 2007 - Present
John Hancock Financial Services 2001 - 2006
IBM Global Services November 2000 - July 2005
P&H Solutions September 1999 - November 2000
State Street September 1998 - September 1999
Unicare March 1997 - September 1998
John Hancock January 1982 - March 1997
Skills
Solaris, Project Management, Data Center, Customer Service, Vendor Management, Windows Server, SDLC, Integration, Disaster Recovery, Unix
Education
MGH Institute of Health Professions 2005 — 2007
Cert in Medical Imaging, Medical Imaging
Bridgewater State University 1979 — 1981
Computer Science
Massachusetts College of Pharmacy and Health Sciences 1966 — 1971
Michael J. Capecci, MPA's John Hancock Experience February 1994 - February 1996
Job Sr. Client Service Manager Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Catherine Albanese's John Hancock Experience April 2004 - December 2011
Job Lead | Business Analyst, LinTech Global Inc.
Industry Hospital & Health Care
Experience
LinTech Global, Inc. April 2014 - Present
Partners HealthCare February 2013 - April 2014
Havard Pilgrim Health Care January 2012 - February 2013
John Hancock April 2004 - December 2011
MFS Investment Management 1996 - 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Vendor Management, Risk Management, Business Process..., Project Management, Business Process, Requirements Gathering, Program Management, SDLC, PMO, Data Analysis, Business Intelligence, Visio, Requirements Analysis, Business Requirements, Analysis, Management, Software Documentation, Relationship Management, Software Project..., Integration
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Adminstration
Bristol Community College 2012 — 2013
HITECH Federal Grant, Electronic Health Records (EHR)
LinTech Global, Inc. April 2014 - Present
Partners HealthCare February 2013 - April 2014
Havard Pilgrim Health Care January 2012 - February 2013
John Hancock April 2004 - December 2011
MFS Investment Management 1996 - 2002
Skills
Mutual Funds, Financial Services, Process Improvement, Business Analysis, Vendor Management, Risk Management, Business Process..., Project Management, Business Process, Requirements Gathering, Program Management, SDLC, PMO, Data Analysis, Business Intelligence, Visio, Requirements Analysis, Business Requirements, Analysis, Management, Software Documentation, Relationship Management, Software Project..., Integration
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Adminstration
Bristol Community College 2012 — 2013
HITECH Federal Grant, Electronic Health Records (EHR)
Matthew Reimer's John Hancock Experience October 2004 - April 2011
Job Owner at Benefit Administration, Inc.
Industry Financial Services
Experience
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Alex (Desnoyers) Dalton's John Hancock Experience November 2007 - Present
Job Derivatives Analyst at John Hancock
Industry Financial Services
Experience
John Hancock November 2007 - Present
Federal Home Loan Bank of Boston September 2006 - November 2007
Harvard Management Company April 2002 - September 2006
Invesco Ltd. 1999 - 2002
Invesco Ltd. 1999 - 2002
Skills
Derivatives, Interest Rate..., Bloomberg, Hedge Funds, FX Options, Fixed Income, Equities, Project Management, Securities, Alternative Investments, Financial Modeling, Capital Markets, Mutual Funds, Financial Analysis, Investments, Valuation, Financial Services, Trading, Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2009
MSF, Finance
Saint Michael's College 1995 — 1999
BS, Mathematics
Bishop Stang High School 1991 — 1995
Colelge Prep
John Hancock November 2007 - Present
Federal Home Loan Bank of Boston September 2006 - November 2007
Harvard Management Company April 2002 - September 2006
Invesco Ltd. 1999 - 2002
Invesco Ltd. 1999 - 2002
Skills
Derivatives, Interest Rate..., Bloomberg, Hedge Funds, FX Options, Fixed Income, Equities, Project Management, Securities, Alternative Investments, Financial Modeling, Capital Markets, Mutual Funds, Financial Analysis, Investments, Valuation, Financial Services, Trading, Analysis
Education
Brandeis University, Lemberg - International Business School 2005 — 2009
MSF, Finance
Saint Michael's College 1995 — 1999
BS, Mathematics
Bishop Stang High School 1991 — 1995
Colelge Prep
Jeannie Records's John Hancock Experience January 2008 - May 2008
Job eMarketing Specialist at Leica Geosystems
Industry Marketing and Advertising
Experience
Leica Geosystems March 2015 - Present
Provant October 2013 - March 2015
Displays2go July 2008 - September 2013
Bear American English School June 2008 - August 2008
John Hancock January 2008 - May 2008
Skills
Microsoft Excel, Spanish, Customer Satisfaction, Negotiation, Time Management, Analysis, Microsoft Office, French, Google Analytics, Management, Photoshop, Coaching, Sales, Marketing, Mandarin, PowerPoint, Social Media Marketing, Customer Service, Microsoft Word, Outlook, Leadership, Social Media, Salesforce.com, Marketing Strategy
Education
Bryant University 2014 — 2016
Master of Arts Communication
Zhejiang University 2008 — 2008
Mandarin Chinese, Mandarin Chinese
University of Rhode Island - College of Business Administration 2004 — 2008
International Business, Mandarin Chinese, Spanish
Universidad Pablo de Olavide 2007 — 2007
International Business, International Business, A
Leica Geosystems March 2015 - Present
Provant October 2013 - March 2015
Displays2go July 2008 - September 2013
Bear American English School June 2008 - August 2008
John Hancock January 2008 - May 2008
Skills
Microsoft Excel, Spanish, Customer Satisfaction, Negotiation, Time Management, Analysis, Microsoft Office, French, Google Analytics, Management, Photoshop, Coaching, Sales, Marketing, Mandarin, PowerPoint, Social Media Marketing, Customer Service, Microsoft Word, Outlook, Leadership, Social Media, Salesforce.com, Marketing Strategy
Education
Bryant University 2014 — 2016
Master of Arts Communication
Zhejiang University 2008 — 2008
Mandarin Chinese, Mandarin Chinese
University of Rhode Island - College of Business Administration 2004 — 2008
International Business, Mandarin Chinese, Spanish
Universidad Pablo de Olavide 2007 — 2007
International Business, International Business, A
Malcolm Quinn, PhD, CFA's John Hancock Experience April 2006 - Present
Job Senior Investment Officer at John Hancock
Industry Financial Services
Experience
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 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
Amine Mabsout, AWMA®, CRPS®, RFC®'s John Hancock Experience January 1994 - Present
Job Financial Advisor at John Hancock
Industry Financial Services
Experience
John Hancock January 1994 - Present
Education
California Southern University
Bachelor's Degree
College for Financial Planning
Chartered Retirement Plans SpecialistSM or CRPS®
College for Financial Planning
Accredited Wealth Management AdvisorSM or AWMA®
College for Financial Planning
CFPE - Certified Financial Planner Program
John Hancock January 1994 - Present
Education
California Southern University
Bachelor's Degree
College for Financial Planning
Chartered Retirement Plans SpecialistSM or CRPS®
College for Financial Planning
Accredited Wealth Management AdvisorSM or AWMA®
College for Financial Planning
CFPE - Certified Financial Planner Program
Rachel Eaton's John Hancock Experience October 2010 - August 2011
Job PHIAS
Industry Financial Services
Experience
Medical Mutual Insurance Company of North Carolina March 2012 - Present
John Hancock October 2010 - August 2011
John Hancock April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - April 2010
John Hancock February 2007 - June 2008
State Street Bank and Trust August 2005 - February 2007
Putnam Investments December 2003 - April 2004
Skills
Process Improvement, Leadership
Education
Bridgewater State University 2001 — 2005
Bachelor's Degree, Management; International Relations
Bridgewater State University
Bachelor's Degree, Management; International Relations
Medical Mutual Insurance Company of North Carolina March 2012 - Present
John Hancock October 2010 - August 2011
John Hancock April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - April 2010
John Hancock February 2007 - June 2008
State Street Bank and Trust August 2005 - February 2007
Putnam Investments December 2003 - April 2004
Skills
Process Improvement, Leadership
Education
Bridgewater State University 2001 — 2005
Bachelor's Degree, Management; International Relations
Bridgewater State University
Bachelor's Degree, Management; International Relations
Josh Davidson's John Hancock Experience October 2007 - November 2010
Job Account Executive at Akamai Technologies
Industry Computer Software
Experience
Akamai Technologies August 2014 - Present
Ping Identity August 2012 - August 2014
Verivo Software November 2010 - August 2012
John Hancock October 2007 - November 2010
Skills
Cloud Computing, SaaS, Enterprise Software, Lead Generation, Sales, New Business Development, Sales Operations, Security, Business Development, Mobile Technology, .NET, Solution Selling, Mobile Applications, SSO, SAML, Federation, Cloud Applications, Web Applications, Identity Federation, Oracle Applications, Salesforce.com, Web Application Security
Education
Bridgewater State College
Bachelor's degree, Business Administration, Management and Operations
Akamai Technologies August 2014 - Present
Ping Identity August 2012 - August 2014
Verivo Software November 2010 - August 2012
John Hancock October 2007 - November 2010
Skills
Cloud Computing, SaaS, Enterprise Software, Lead Generation, Sales, New Business Development, Sales Operations, Security, Business Development, Mobile Technology, .NET, Solution Selling, Mobile Applications, SSO, SAML, Federation, Cloud Applications, Web Applications, Identity Federation, Oracle Applications, Salesforce.com, Web Application Security
Education
Bridgewater State College
Bachelor's degree, Business Administration, Management and Operations
Anne Comstock Halvorsen's John Hancock Experience December 1993 - January 1999
Job Creating successful strategies for small businesses and nonprofit organizations
Industry Management Consulting
Experience
Executive Service Corps September 2008 - Present
Fantastic Sams International Corp March 2001 - December 2006
John Hancock December 1993 - January 1999
Unum June 1987 - December 1993
General Services Administration June 1975 - June 1987
Skills
Business Plan..., Strategic Planning, Start-ups, Strategy, Management Consulting, Business Planning
Education
Boston University Questrom School of Business 1996 — 1996
Certificate, Leadership Institute
University of Vermont 1973 — 1977
BA, Political Science, Economics
Executive Service Corps September 2008 - Present
Fantastic Sams International Corp March 2001 - December 2006
John Hancock December 1993 - January 1999
Unum June 1987 - December 1993
General Services Administration June 1975 - June 1987
Skills
Business Plan..., Strategic Planning, Start-ups, Strategy, Management Consulting, Business Planning
Education
Boston University Questrom School of Business 1996 — 1996
Certificate, Leadership Institute
University of Vermont 1973 — 1977
BA, Political Science, Economics
Natasha Cobb, MBA's John Hancock Experience September 2004 - November 2008
Job Reporting & Analytics Specialist
Industry Telecommunications
Experience
Project Resources Group, Inc. October 2013 - Present
Homesite Insurance September 2012 - June 2013
MIB Solutions, Inc. November 2008 - September 2012
John Hancock September 2004 - November 2008
Skills
Insurance, Data Analysis, Business Analysis, Customer Service, Analysis, Analytics, Leadership, Visio, Microsoft Excel, Strategic Planning, Strategy, Management, Public Speaking, Process Improvement, Project Management
Education
Boston University Questrom School of Business 2009 — 2013
Master of Business Administration (MBA)
Harvard University 1997 — 2004
Bachelor of Arts, Visual and Environmental Studies
St. Paul's 1993 — 1997
Project Resources Group, Inc. October 2013 - Present
Homesite Insurance September 2012 - June 2013
MIB Solutions, Inc. November 2008 - September 2012
John Hancock September 2004 - November 2008
Skills
Insurance, Data Analysis, Business Analysis, Customer Service, Analysis, Analytics, Leadership, Visio, Microsoft Excel, Strategic Planning, Strategy, Management, Public Speaking, Process Improvement, Project Management
Education
Boston University Questrom School of Business 2009 — 2013
Master of Business Administration (MBA)
Harvard University 1997 — 2004
Bachelor of Arts, Visual and Environmental Studies
St. Paul's 1993 — 1997
Robert Eichel's John Hancock Experience May 2012 - Present
Job Consolidation Consultant at John Hancock
Industry Financial Services
Experience
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
Lawanda Stackhouse's John Hancock Experience 2005 - 2006
Job Health Care Coordinator
Industry Hospital & Health Care
Experience
Cambridge Health Alliance September 2009 - Present
First Marblehead Education Resources 2007 - 2008
Plymouth Rock Assurance Corporation 2006 - 2007
John Hancock 2005 - 2006
Circles 2002 - 2004
Education
Bunker Hill Community College
Biomedical Science, Biology/Biological Sciences, General
Cambridge Health Alliance September 2009 - Present
First Marblehead Education Resources 2007 - 2008
Plymouth Rock Assurance Corporation 2006 - 2007
John Hancock 2005 - 2006
Circles 2002 - 2004
Education
Bunker Hill Community College
Biomedical Science, Biology/Biological Sciences, General
Tina Sajonian's John Hancock Experience June 2008 - April 2009
Job Senior Financial Analyst at Nexon
Industry Financial Services
Experience
Nexon May 2015 - Present
American Dental Partners December 2013 - April 2015
Deloitte Consulting July 2009 - December 2013
John Hancock June 2008 - April 2009
Edwards Angell Palmer & Dodge LLP May 2007 - August 2007
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science in Business Administration (BSBA), magna cum laude, Finance, Law, 3.53
Nexon May 2015 - Present
American Dental Partners December 2013 - April 2015
Deloitte Consulting July 2009 - December 2013
John Hancock June 2008 - April 2009
Edwards Angell Palmer & Dodge LLP May 2007 - August 2007
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science in Business Administration (BSBA), magna cum laude, Finance, Law, 3.53
Leonid Rasin's John Hancock Experience January 2003 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
MFS Investment Management September 2005 - November 2008
John Hancock January 2003 - August 2005
Winterthur December 2000 - December 2002
Liberty Mutual May 1997 - December 2000
Education
Brandeis University 1994 — 1997
MA, Mathematics
Saint Petersburg State University 1989 — 1994
BA, Mathematics
MFS Investment Management September 2005 - November 2008
John Hancock January 2003 - August 2005
Winterthur December 2000 - December 2002
Liberty Mutual May 1997 - December 2000
Education
Brandeis University 1994 — 1997
MA, Mathematics
Saint Petersburg State University 1989 — 1994
BA, Mathematics
Henry Shahinian's John Hancock Experience January 1996 - January 1998
Job Sales Executive at Kronos
Industry Computer Software
Experience
Kronos September 2015 - Present
IES Communications January 2015 - September 2015
Ricoh Americas Corporation April 2011 - January 2015
Ricoh Business Solutions January 2003 - April 2011
Ricoh Business Systems April 1999 - April 2011
John Hancock January 1996 - January 1998
John Hancock Agency January 1996 - January 1998
Skills
Selling, Sales Operations, Sales, Strategy, Solution Selling, Sales Process, Managed Print Services, Marketing, Cold Calling, Direct Sales, Salesforce.com, Outsourcing, Program Management, Time Management, Managed Services, Account Management, B2B, Sales Presentations, Process Improvement, New Business Development, Competitive Analysis, Major Accounts, Sales Management, Cross-functional Team..., Document Management, Document Imaging, Team Building, Management, Customer Satisfaction, CRM
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2000
Masters of Business Administration, Marketing
University of Southern California 1993 — 1995
B.S, Business Administration; Entrepreneurship)
Kronos September 2015 - Present
IES Communications January 2015 - September 2015
Ricoh Americas Corporation April 2011 - January 2015
Ricoh Business Solutions January 2003 - April 2011
Ricoh Business Systems April 1999 - April 2011
John Hancock January 1996 - January 1998
John Hancock Agency January 1996 - January 1998
Skills
Selling, Sales Operations, Sales, Strategy, Solution Selling, Sales Process, Managed Print Services, Marketing, Cold Calling, Direct Sales, Salesforce.com, Outsourcing, Program Management, Time Management, Managed Services, Account Management, B2B, Sales Presentations, Process Improvement, New Business Development, Competitive Analysis, Major Accounts, Sales Management, Cross-functional Team..., Document Management, Document Imaging, Team Building, Management, Customer Satisfaction, CRM
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2000
Masters of Business Administration, Marketing
University of Southern California 1993 — 1995
B.S, Business Administration; Entrepreneurship)
Phil Karno's John Hancock Experience June 1965 - February 1991
Job Retired at Retired
Industry Insurance
Experience
Mutual of Omaha / Prudential / John Hancock August 2004 - Present
Consumer Credit Counseling Service 2006 - May 2008
Mutual of Omaha January 2001 - August 2004
Mutual of Omaha June 1997 - January 2001
Prudential Select Life 1994 - 1997
John Hancock June 1965 - February 1991
Skills
Leadership
Education
Bryant University 1961 — 1965
BA, Marketing
Bryant University 1961 — 1965
Mutual of Omaha / Prudential / John Hancock August 2004 - Present
Consumer Credit Counseling Service 2006 - May 2008
Mutual of Omaha January 2001 - August 2004
Mutual of Omaha June 1997 - January 2001
Prudential Select Life 1994 - 1997
John Hancock June 1965 - February 1991
Skills
Leadership
Education
Bryant University 1961 — 1965
BA, Marketing
Bryant University 1961 — 1965
William Cone's John Hancock Experience April 2002 - December 2006
Job Vice President, Global Benefits at Aon
Industry Human Resources
Experience
Aon September 2014 - Present
Marsh & McLennan Companies, Inc. December 2010 - September 2014
Ernst & Young January 2007 - April 2010
John Hancock April 2002 - December 2006
John Hancock May 2000 - March 2002
John Hancock February 1997 - May 2000
Derby Savings Bank July 1992 - August 1996
Skills
Human Resources (HR), Global HR, HR Operations, HR Transformation, Global Governance, Risk Management, Project Management, Vendor Management, Expatriate Management, Employee Communications, Employee Benefits, International Benefits, Retiremet Plans, Defined Benefit (DB)..., Defined Contribution..., Health & Welfare Plans, Global Wellness, US Healthcare Reform, Multinational Pooling, Mergers & Acquisitions..., M&A Due Diligence, M&A Post-Close..., Financial Services, Insurance, Banking, Sales & Marketing, Client Management, New Business Development, Personnel Management, Mergers, Benefits Administration, Mergers & Acquisitions, Training, Human Resources, Program Management, Management, CRM, Due Diligence
Education
Boston University - School of Management 1998 — 2001
MBA
The University of Connecticut 1992 — 1996
BS
Cheshire High School
Aon September 2014 - Present
Marsh & McLennan Companies, Inc. December 2010 - September 2014
Ernst & Young January 2007 - April 2010
John Hancock April 2002 - December 2006
John Hancock May 2000 - March 2002
John Hancock February 1997 - May 2000
Derby Savings Bank July 1992 - August 1996
Skills
Human Resources (HR), Global HR, HR Operations, HR Transformation, Global Governance, Risk Management, Project Management, Vendor Management, Expatriate Management, Employee Communications, Employee Benefits, International Benefits, Retiremet Plans, Defined Benefit (DB)..., Defined Contribution..., Health & Welfare Plans, Global Wellness, US Healthcare Reform, Multinational Pooling, Mergers & Acquisitions..., M&A Due Diligence, M&A Post-Close..., Financial Services, Insurance, Banking, Sales & Marketing, Client Management, New Business Development, Personnel Management, Mergers, Benefits Administration, Mergers & Acquisitions, Training, Human Resources, Program Management, Management, CRM, Due Diligence
Education
Boston University - School of Management 1998 — 2001
MBA
The University of Connecticut 1992 — 1996
BS
Cheshire High School
C. Alex Calderon's John Hancock Experience July 2003 - October 2004
Job Finance Manager Escrow at Erickson Living
Industry Consumer Goods
Experience
Erickson Living May 2013 - Present
Erickson Living October 2009 - May 2013
Erickson Retirement Communities October 2006 - October 2009
Colonial Tidewater Realty Income Partners, LLC October 2004 - October 2006
John Hancock July 2003 - October 2004
Desert Counseling Clinic, Inc. May 2001 - January 2003
Skills
Financial Modeling, Finance, Financial Reporting, Variance Analysis, Microsoft Excel, Management, Budgets, Essbase, Kyriba, Business Process..., Hyperion Essbase, Excel, Access, Financial Analysis, Leadership, Financial Accounting, General Ledger, Managerial Finance, Process Improvement, Data Analysis, Strategic Planning, Financial Statements, Forecasting, Public Speaking, Customer Service, InfoPath
Education
Brigham Young University
Economics
Erickson Living May 2013 - Present
Erickson Living October 2009 - May 2013
Erickson Retirement Communities October 2006 - October 2009
Colonial Tidewater Realty Income Partners, LLC October 2004 - October 2006
John Hancock July 2003 - October 2004
Desert Counseling Clinic, Inc. May 2001 - January 2003
Skills
Financial Modeling, Finance, Financial Reporting, Variance Analysis, Microsoft Excel, Management, Budgets, Essbase, Kyriba, Business Process..., Hyperion Essbase, Excel, Access, Financial Analysis, Leadership, Financial Accounting, General Ledger, Managerial Finance, Process Improvement, Data Analysis, Strategic Planning, Financial Statements, Forecasting, Public Speaking, Customer Service, InfoPath
Education
Brigham Young University
Economics
Mohit Verma's John Hancock Experience March 2000 - June 2006
Job Performance Engineering Evangelist at Tufts Health Plan
Industry Insurance
Experience
Tufts Health Plan June 2006 - Present
John Hancock March 2000 - June 2006
MDSI March 1999 - February 2000
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Software Development, Enterprise Software, Data Warehousing, Java Enterprise Edition, Performance Tuning, Performance Testing, Testing, Integration, Requirements Analysis, Websphere, Architecture, System Testing, SOA, Unix, Web Applications, Data Center, Regression Testing, ETL, Performance Engineering, Test Planning, Weblogic, JBOSS, Apache, Loadrunner, SiteScope, Mobile Performance..., Stormrunner
Education
Brandeis University
M.A, Computer Science
Simon Fraser University
Washington University in St. Louis
B.S (Dual major), Computer Science/Systems Science & Mathematics
Tufts Health Plan June 2006 - Present
John Hancock March 2000 - June 2006
MDSI March 1999 - February 2000
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Software Development, Enterprise Software, Data Warehousing, Java Enterprise Edition, Performance Tuning, Performance Testing, Testing, Integration, Requirements Analysis, Websphere, Architecture, System Testing, SOA, Unix, Web Applications, Data Center, Regression Testing, ETL, Performance Engineering, Test Planning, Weblogic, JBOSS, Apache, Loadrunner, SiteScope, Mobile Performance..., Stormrunner
Education
Brandeis University
M.A, Computer Science
Simon Fraser University
Washington University in St. Louis
B.S (Dual major), Computer Science/Systems Science & Mathematics
Danny Wadhwani's John Hancock Experience 2007 - 2007
Job COOCFO at ThinkLite, Entrepreneur
Industry Venture Capital & Private Equity
Experience
ThinkLite May 2012 - Present
V5 Plastics December 2011 - June 2012
PwC Consulting February 2009 - December 2011
PricewaterhouseCoopers June 2008 - August 2008
Lehman Brothers January 2008 - April 2008
John Hancock 2007 - 2007
Skills
Accounting, Data Analysis, Operational Due..., Business Strategy, Financial Analysis, Risk Management, Financial Reporting, Corporate Finance, Financial Modeling, Business Analysis, Managerial Finance, Analysis, Management, Mergers & Acquisitions, Strategy
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Management Information Systems, Economics
ThinkLite May 2012 - Present
V5 Plastics December 2011 - June 2012
PwC Consulting February 2009 - December 2011
PricewaterhouseCoopers June 2008 - August 2008
Lehman Brothers January 2008 - April 2008
John Hancock 2007 - 2007
Skills
Accounting, Data Analysis, Operational Due..., Business Strategy, Financial Analysis, Risk Management, Financial Reporting, Corporate Finance, Financial Modeling, Business Analysis, Managerial Finance, Analysis, Management, Mergers & Acquisitions, Strategy
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Management Information Systems, Economics
Pam Kruh's John Hancock Experience 1989 - 2006
Job President at Strategic Communications Partners
Industry Public Relations and Communications
Experience
Strategic Communications Partners June 2006 - Present
Covidien 2010 - 2014
John Hancock 1989 - 2006
Harvard Business School 1981 - 1989
Skills
Strategic Communications, Newsletters, Public Relations, Media Relations, Publicity, Corporate Communications, Crisis Communications, Program Management, Marketing Communications, Communications Planning, Internal Communications, Editing
Education
Boston University
Bachelor of Science (BS), Communications/Public Relations
Strategic Communications Partners June 2006 - Present
Covidien 2010 - 2014
John Hancock 1989 - 2006
Harvard Business School 1981 - 1989
Skills
Strategic Communications, Newsletters, Public Relations, Media Relations, Publicity, Corporate Communications, Crisis Communications, Program Management, Marketing Communications, Communications Planning, Internal Communications, Editing
Education
Boston University
Bachelor of Science (BS), Communications/Public Relations
Racheal Williams's John Hancock Experience March 2008 - May 2014
Job Corporate Paralegal at Waters
Industry Chemicals
Experience
Waters June 2014 - Present
John Hancock March 2008 - May 2014
John Hancock Financial Services November 2007 - March 2008
KNF&T Staffing Resources August 2006 - November 2007
Grand Circle Corporation July 2005 - July 2006
Grand Circle Corporation July 2004 - July 2005
Skills
Business Development, Mergers & Acquisitions, Due Diligence, Insurance, Project Planning, Microsoft Office, Customer Service, Public Speaking, Project development and..., Natural leader,..., Experience working with..., Creative "outside the..., Keen ability to..., Superb time management..., Process improvement &..., Technical proficiency..., Management, Human Resources, Analysis, Budgets, Administration, Training, Access
Education
Boston University 2010 — 2010
Certificate, Paralegal Studies
Eastern Nazarene College 2005 — 2007
Bachelor of Arts, Business Management
Eastern Nazarene College 2003 — 2005
Associate of Arts, Business Management
Waters June 2014 - Present
John Hancock March 2008 - May 2014
John Hancock Financial Services November 2007 - March 2008
KNF&T Staffing Resources August 2006 - November 2007
Grand Circle Corporation July 2005 - July 2006
Grand Circle Corporation July 2004 - July 2005
Skills
Business Development, Mergers & Acquisitions, Due Diligence, Insurance, Project Planning, Microsoft Office, Customer Service, Public Speaking, Project development and..., Natural leader,..., Experience working with..., Creative "outside the..., Keen ability to..., Superb time management..., Process improvement &..., Technical proficiency..., Management, Human Resources, Analysis, Budgets, Administration, Training, Access
Education
Boston University 2010 — 2010
Certificate, Paralegal Studies
Eastern Nazarene College 2005 — 2007
Bachelor of Arts, Business Management
Eastern Nazarene College 2003 — 2005
Associate of Arts, Business Management
Catherine Dove's John Hancock Experience July 2006 - October 2010
Job Director of Education, LTC Connection
Industry Insurance
Experience
LTC Inner Circle April 2013 - Present
LTC Connection October 2010 - Present
John Hancock July 2006 - October 2010
The Corporation for LTC Certfication June 2004 - September 2005
The Producers Group 1996 - 2000
Skills
Long Term Care Insurance, Long-term Care, Insurance, Training, Employee Benefits, Life Insurance, Marketing, CLTC, New Business Development, Recruiting, Sales, Financial Advisory, Health Insurance, Leadership, 401k, Retirement Planning, Sales Management, Disability Insurance, Brokers, Fixed Annuities, Selling, Medicare, Financial Planners, Insurance Agency..., Term Life Insurance, Retirement, Analysis, Estate Planning, Small Business
Education
California State University-Long Beach 1988 — 1991
BA, Gerontology and Psychology
LTC Inner Circle April 2013 - Present
LTC Connection October 2010 - Present
John Hancock July 2006 - October 2010
The Corporation for LTC Certfication June 2004 - September 2005
The Producers Group 1996 - 2000
Skills
Long Term Care Insurance, Long-term Care, Insurance, Training, Employee Benefits, Life Insurance, Marketing, CLTC, New Business Development, Recruiting, Sales, Financial Advisory, Health Insurance, Leadership, 401k, Retirement Planning, Sales Management, Disability Insurance, Brokers, Fixed Annuities, Selling, Medicare, Financial Planners, Insurance Agency..., Term Life Insurance, Retirement, Analysis, Estate Planning, Small Business
Education
California State University-Long Beach 1988 — 1991
BA, Gerontology and Psychology
Dan DiBlasi's John Hancock Experience Financial AdvisorMerrill Lynch2000 - 2005
Job Regional Vice President at John Hancock
Industry Financial Services
Experience
John Hancock Financial AdvisorMerrill Lynch2000 - 2005
Nationwide Financial 1996 - 2000
Education
Bowling Green State University 1990 — 1996
B.S./M. Ed., Pre-Medical Biology/Dev. Kinesiology
John Hancock Financial AdvisorMerrill Lynch2000 - 2005
Nationwide Financial 1996 - 2000
Education
Bowling Green State University 1990 — 1996
B.S./M. Ed., Pre-Medical Biology/Dev. Kinesiology
Amy Mulligan Capocci's John Hancock Experience AVP, US Life ComplianceManulife Financial2005 - Present
Job Assistant Vice President at John Hancock
Industry Insurance
Experience
John Hancock AVP, US Life ComplianceManulife Financial2005 - Present
Skills
Series 24, Securities, AML, Financial Services, Insurance, Mutual Funds, FINRA, Fixed Annuities, Risk Management, Investments, Business Analysis, Process Improvement, Series 7, Life Insurance, Series 63
Education
Boston University School of Law 1994 — 1997
JD, Law
Lehigh University 1990 — 1994
BA, English
John Hancock AVP, US Life ComplianceManulife Financial2005 - Present
Skills
Series 24, Securities, AML, Financial Services, Insurance, Mutual Funds, FINRA, Fixed Annuities, Risk Management, Investments, Business Analysis, Process Improvement, Series 7, Life Insurance, Series 63
Education
Boston University School of Law 1994 — 1997
JD, Law
Lehigh University 1990 — 1994
BA, English
Joe Ordonez's John Hancock Experience July 2007 - June 2010
Job Mid Market Sales Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
Brandon Buckingham's John Hancock Experience November 2002 - May 2012
Job Vice President and National Director of Advanced Planning at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2012 - Present
John Hancock November 2002 - May 2012
Putnam Investments March 1997 - November 2002
Marone, Messina and Seifel, PC September 1995 - March 1997
Stephen G Friedler Law Offices August 1991 - September 1995
Skills
Estate Planning, Retirement Planning, IRA's, Tax, Insurance, Annuities, Financial Planning, Retirement, Strategic Financial..., IRAs, Fixed Annuities, Financial Planners, Series 6, Pensions, Series 63, Financial Advisory, Mutual Funds, Asset Allocation, Investments, Long-term Care, 401k, Securities, Wealth Management, Life Insurance, Employee Benefits, Variable Annuities, ERISA, Qualified Retirement..., Series 7, Financial Services, Alternative Investments, Investment Advisory, FINRA, Investment Strategies, Defined Benefit, Tax Advisory
Education
Boston University School of Law 1993 — 1995
LLM, Tax Law
New England School of Law 1988 — 1991
JD
University of Arizona 1984 — 1988
BA, Political Science
Prudential Financial May 2012 - Present
John Hancock November 2002 - May 2012
Putnam Investments March 1997 - November 2002
Marone, Messina and Seifel, PC September 1995 - March 1997
Stephen G Friedler Law Offices August 1991 - September 1995
Skills
Estate Planning, Retirement Planning, IRA's, Tax, Insurance, Annuities, Financial Planning, Retirement, Strategic Financial..., IRAs, Fixed Annuities, Financial Planners, Series 6, Pensions, Series 63, Financial Advisory, Mutual Funds, Asset Allocation, Investments, Long-term Care, 401k, Securities, Wealth Management, Life Insurance, Employee Benefits, Variable Annuities, ERISA, Qualified Retirement..., Series 7, Financial Services, Alternative Investments, Investment Advisory, FINRA, Investment Strategies, Defined Benefit, Tax Advisory
Education
Boston University School of Law 1993 — 1995
LLM, Tax Law
New England School of Law 1988 — 1991
JD
University of Arizona 1984 — 1988
BA, Political Science
Liz Palmarin's John Hancock Experience August 1993 - May 1996
Job Business Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 1996 - Present
John Hancock August 1993 - May 1996
Skills
Budgets, Management, Software Documentation, Business Requirements
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting and Management
MassMutual Financial Group November 1996 - Present
John Hancock August 1993 - May 1996
Skills
Budgets, Management, Software Documentation, Business Requirements
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting and Management
Haig Toomajanian's John Hancock Experience August 2013 - August 2014
Job Sr. Consultant
Industry Investment Management
Experience
Wellington Management September 2014 - Present
John Hancock August 2013 - August 2014
SSgA October 2012 - January 2013
Fidelity Investments June 2012 - September 2012
John Hancock August 2009 - December 2011
Harvard Management Company September 2007 - June 2009
Wellington Management August 2006 - August 2007
Putnam Investments April 1998 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Investments, Equities, Capital Markets, Hedge Funds, Asset Management
Education
Boston University Questrom School of Business
MBA
University of Massachusetts, Amherst
BS
Wellington Management September 2014 - Present
John Hancock August 2013 - August 2014
SSgA October 2012 - January 2013
Fidelity Investments June 2012 - September 2012
John Hancock August 2009 - December 2011
Harvard Management Company September 2007 - June 2009
Wellington Management August 2006 - August 2007
Putnam Investments April 1998 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Investments, Equities, Capital Markets, Hedge Funds, Asset Management
Education
Boston University Questrom School of Business
MBA
University of Massachusetts, Amherst
BS
Sarah Attia's John Hancock Experience 2000 - 2006
Job PeopleSoft Consultant at Tarion Warranty Corporation
Industry Information Technology and Services
Experience
Tarion Warranty Corporation November 2006 - Present
Manulife Financial March 2000 - November 2006
John Hancock 2000 - 2006
Cadbury Chocolate Canada May 1997 - March 2000
Cabdury Trebor Allan Inc. 1997 - 2000
Intercom Enterprises Cairo January 1996 - March 1997
Skills
SDLC, PeopleSoft, Requirements Analysis, Business Analysis, PeopleCode, Process Improvement, Application Architecture, Integration, Microsoft SQL Server, DB2, PeopleTools, Data Warehousing, Business Intelligence, Crystal Reports, SQR, User Acceptance Testing, Systems Analysis, Oracle, Business Process
Education
Cairo University 1986 — 1992
BSc., Electronics and Communications Engineering
Tarion Warranty Corporation November 2006 - Present
Manulife Financial March 2000 - November 2006
John Hancock 2000 - 2006
Cadbury Chocolate Canada May 1997 - March 2000
Cabdury Trebor Allan Inc. 1997 - 2000
Intercom Enterprises Cairo January 1996 - March 1997
Skills
SDLC, PeopleSoft, Requirements Analysis, Business Analysis, PeopleCode, Process Improvement, Application Architecture, Integration, Microsoft SQL Server, DB2, PeopleTools, Data Warehousing, Business Intelligence, Crystal Reports, SQR, User Acceptance Testing, Systems Analysis, Oracle, Business Process
Education
Cairo University 1986 — 1992
BSc., Electronics and Communications Engineering
Benjamin Caisse's John Hancock Experience August 2010 - Present
Job Internal Wholesaler John Hancock 401k
Industry Financial Services
Experience
John Hancock August 2010 - Present
Hartford Life December 2009 - August 2010
Hartford Life June 2007 - December 2009
Skills
Series 7, Series 6, Series 63, Life Insurance
Education
Bryant University 2003 — 2007
BA, Business Management
John Hancock August 2010 - Present
Hartford Life December 2009 - August 2010
Hartford Life June 2007 - December 2009
Skills
Series 7, Series 6, Series 63, Life Insurance
Education
Bryant University 2003 — 2007
BA, Business Management
Maryellen Vittum's John Hancock Experience 2006 - Present
Job Financial Officer at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
John Hancock 2006 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Investments, Insurance, Accounting, Internal Controls, Mutual Funds, Finance, Sarbanes-Oxley Act, Financial Accounting, Essbase, Corporate Finance, SEC filings, Fixed Annuities, Financial Services, Risk Management, Forecasting
Education
Bryant University
Business Administration, Accounting
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
John Hancock 2006 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Investments, Insurance, Accounting, Internal Controls, Mutual Funds, Finance, Sarbanes-Oxley Act, Financial Accounting, Essbase, Corporate Finance, SEC filings, Fixed Annuities, Financial Services, Risk Management, Forecasting
Education
Bryant University
Business Administration, Accounting
Marina Stepanuk's John Hancock Experience 2000 - 2009
Job Senior System Analyst at Quintiles
Industry Information Technology and Services
Experience
Quintiles Outcome December 2012 - Present
CIDC June 2010 - December 2012
John Hancock 2000 - 2009
John Hancock Financial Services 2000 - 2009
State Street Corp 1995 - 2000
Thomson Financial 1992 - 1995
Skills
Agile Methodologies, SDLC, SQL, Scrum, Full SDLC, Requirements Analysis, Agile Project Management, Software Project..., Data Modeling, Business Analysis, Data Warehousing, Visio, Requirements Gathering, Business Requirements, Microsoft SQL Server, Quality Assurance, Software Documentation
Education
Boston University 1995 — 1997
MS in Computer Science, Computer Science
Northeastern University 1988 — 1991
BS in Computer Science, Computer Science
135
Quintiles Outcome December 2012 - Present
CIDC June 2010 - December 2012
John Hancock 2000 - 2009
John Hancock Financial Services 2000 - 2009
State Street Corp 1995 - 2000
Thomson Financial 1992 - 1995
Skills
Agile Methodologies, SDLC, SQL, Scrum, Full SDLC, Requirements Analysis, Agile Project Management, Software Project..., Data Modeling, Business Analysis, Data Warehousing, Visio, Requirements Gathering, Business Requirements, Microsoft SQL Server, Quality Assurance, Software Documentation
Education
Boston University 1995 — 1997
MS in Computer Science, Computer Science
Northeastern University 1988 — 1991
BS in Computer Science, Computer Science
135
Steven Delahunt's John Hancock Experience 2003 - 2004
Job VP, Treasurer at Cabot Corporation
Industry Chemicals
Experience
Cabot Corporation June 2010 - Present
Sepracor Inc. 2008 - 2010
PerkinElmer 2004 - 2008
John Hancock 2003 - 2004
Skills
Financial Reporting, Forecasting, Internal Controls, Marketing, Treasury Management, Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Risk Management, US GAAP, Sarbanes-Oxley Act, Finance, Financial Modeling, Process Improvement, Accounting, Cash Management, SEC filings, Strategic Financial..., Due Diligence, Banking
Education
Boston University 1992 — 1997
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1988
Bachelor's degree, Finance, General
Cabot Corporation June 2010 - Present
Sepracor Inc. 2008 - 2010
PerkinElmer 2004 - 2008
John Hancock 2003 - 2004
Skills
Financial Reporting, Forecasting, Internal Controls, Marketing, Treasury Management, Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Risk Management, US GAAP, Sarbanes-Oxley Act, Finance, Financial Modeling, Process Improvement, Accounting, Cash Management, SEC filings, Strategic Financial..., Due Diligence, Banking
Education
Boston University 1992 — 1997
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1988
Bachelor's degree, Finance, General
Chris Nicoll's John Hancock Experience 2007 - 2010
Job President, Chris Nicoll and Associates Ltd.
Industry Financial Services
Experience
Chris Nicoll and Associates Ltd. January 2010 - Present
John Hancock 2007 - 2010
TD Bank Financial Group 2001 - 2006
Merrill Lynch Canada January 2000 - July 2001
Royal and SunAlliance Financial 1996 - 2000
Crown Life 1989 - 1993
Manulife Financial 1984 - 1989
Skills
AML, Wealth Management, Insurance, Financial Services, FINRA, Securities, Investment Advisory, Investments, Compliance, Series 7, Fixed Annuities, Retirement
Education
Brown University 1977 — 1980
Ph.D program, Intellectual History
Brown University 1976 — 1977
M.A., Intellectual History
Smith College 1970 — 1974
B.A., American Studies, Government
Woodcliff Lake School
Chris Nicoll and Associates Ltd. January 2010 - Present
John Hancock 2007 - 2010
TD Bank Financial Group 2001 - 2006
Merrill Lynch Canada January 2000 - July 2001
Royal and SunAlliance Financial 1996 - 2000
Crown Life 1989 - 1993
Manulife Financial 1984 - 1989
Skills
AML, Wealth Management, Insurance, Financial Services, FINRA, Securities, Investment Advisory, Investments, Compliance, Series 7, Fixed Annuities, Retirement
Education
Brown University 1977 — 1980
Ph.D program, Intellectual History
Brown University 1976 — 1977
M.A., Intellectual History
Smith College 1970 — 1974
B.A., American Studies, Government
Woodcliff Lake School
Adeana Reed's John Hancock Experience February 2010 - July 2010
Job Student at Cambridge College
Industry
Experience
John Hancock February 2010 - July 2010
Year Up September 2009 - July 2010
Sears/Lands' End September 2008 - January 2009
Verizon June 2005 - September 2005
Education
Cambridge College 2009 — 2010
Cambridge College
B.S; Technical Certificate, Business Management; Information Technology
Westover Job Corps
High School Diploma and C.N.A, Certified Nursing Assistant
John Hancock February 2010 - July 2010
Year Up September 2009 - July 2010
Sears/Lands' End September 2008 - January 2009
Verizon June 2005 - September 2005
Education
Cambridge College 2009 — 2010
Cambridge College
B.S; Technical Certificate, Business Management; Information Technology
Westover Job Corps
High School Diploma and C.N.A, Certified Nursing Assistant
Tim Manning's John Hancock Experience September 2000 - March 2002
Job Managing Director, Portfolio Manager Mid Cap Growth at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Anthony Marcoccio's John Hancock Experience November 1997 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Fidentia Insurance January 2009 - Present
ATC April 2004 - January 2009
John Hancock November 1997 - April 2004
First Data Investor Services December 1996 - October 1997
Skills
Financial Analysis
Education
Bryant University
B.S, Business Administration - Finance
Fidentia Insurance January 2009 - Present
ATC April 2004 - January 2009
John Hancock November 1997 - April 2004
First Data Investor Services December 1996 - October 1997
Skills
Financial Analysis
Education
Bryant University
B.S, Business Administration - Finance
Cody Farrell's John Hancock Experience June 2013 - August 2013
Job Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - February 2015
Massachusetts Institute of Technology Energy Initiative (MITei) June 2014 - September 2014
Hancock Natural Resource Group December 2013 - January 2014
John Hancock June 2013 - August 2013
Hancock Natural Resouces Group December 2012 - January 2013
New England Country Rentals May 2012 - August 2012
Boston Harbor Cruises May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork
Education
Bridgewater State College 2010 — 2014
Bachelor's degree, Finance, General
Brown Brothers Harriman October 2014 - February 2015
Massachusetts Institute of Technology Energy Initiative (MITei) June 2014 - September 2014
Hancock Natural Resource Group December 2013 - January 2014
John Hancock June 2013 - August 2013
Hancock Natural Resouces Group December 2012 - January 2013
New England Country Rentals May 2012 - August 2012
Boston Harbor Cruises May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork
Education
Bridgewater State College 2010 — 2014
Bachelor's degree, Finance, General