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
Kent Stolt Kent Stolt's John Hancock Experience January 2002 - December 2010
Job Author / Business Writer / Personal Historian
Industry Writing and Editing
Experience
Aerotek / Yaskawa Freelance WriterThe Milwaukee Business JournalJanuary 1991 - March 2014
John Hancock January 2002 - December 2010
John Hancock January 2000 - December 2001
Skills
Creative Writing, Research Writing, Editorial Skills, Feature Writing, Biographies, Business Profiles, Human Interest, Long Term Care, Proofreading, Fact-checking, Editing, Storytelling, Web Editing, Publications, Long-term Care, Magazine Articles, Blogging, Feature Articles, Interviews, Newspapers, Copy Editing, Books, News Writing, Copywriting, Publishing, Journalism, Writing, Freelance Writing, Biography, Editorial, Non-fiction, Press Releases, Ghostwriting, Newsletters, Published Author, Headline Writing, Online Journalism, Facebook, SEO copywriting, Content Strategy, Publicity, Media Relations, WordPress, Social Networking
Education
Columbia College Chicago 1984 — 1989
Master of Fine Arts, Creative Writing
University of Wisconsin-Madison 1980 — 1983
Bachelor of Arts, Communication Arts
University of Wisconsin-Whitewater
Wauwatosa West H.S.
Aerotek / Yaskawa Freelance WriterThe Milwaukee Business JournalJanuary 1991 - March 2014
John Hancock January 2002 - December 2010
John Hancock January 2000 - December 2001
Skills
Creative Writing, Research Writing, Editorial Skills, Feature Writing, Biographies, Business Profiles, Human Interest, Long Term Care, Proofreading, Fact-checking, Editing, Storytelling, Web Editing, Publications, Long-term Care, Magazine Articles, Blogging, Feature Articles, Interviews, Newspapers, Copy Editing, Books, News Writing, Copywriting, Publishing, Journalism, Writing, Freelance Writing, Biography, Editorial, Non-fiction, Press Releases, Ghostwriting, Newsletters, Published Author, Headline Writing, Online Journalism, Facebook, SEO copywriting, Content Strategy, Publicity, Media Relations, WordPress, Social Networking
Education
Columbia College Chicago 1984 — 1989
Master of Fine Arts, Creative Writing
University of Wisconsin-Madison 1980 — 1983
Bachelor of Arts, Communication Arts
University of Wisconsin-Whitewater
Wauwatosa West H.S.
Paula Sughrue Paula Sughrue's John Hancock Experience June 1989 - November 2000
Job Realtor at Better Homes and Gardens The Shanahan Group
Industry Real Estate
Experience
Better Homes and Gardens The Shanahan Group September 2008 - Present
John Hancock June 1989 - November 2000
Skills
Buyer Representation, Relocation, Listing Homes, Real Estate, First Time Home Buyers, Sellers, ABR, Move Up Buyers, Condos, New Home Sales, Single Family Homes, Seniors, New Homes, Residential Homes, Selling, Listings, Buyers, National Association of..., Home Staging, Townhomes
Education
College of the Holy Cross 1985 — 1989
BA, Psychology
Winchester High School 1981 — 1985
Better Homes and Gardens The Shanahan Group September 2008 - Present
John Hancock June 1989 - November 2000
Skills
Buyer Representation, Relocation, Listing Homes, Real Estate, First Time Home Buyers, Sellers, ABR, Move Up Buyers, Condos, New Home Sales, Single Family Homes, Seniors, New Homes, Residential Homes, Selling, Listings, Buyers, National Association of..., Home Staging, Townhomes
Education
College of the Holy Cross 1985 — 1989
BA, Psychology
Winchester High School 1981 — 1985
Yeshiva Davis - M.A., M.B.A. Yeshiva Davis - M.A., M.B.A.'s John Hancock Experience 2003 - 2006
Job Licensed Marriage and Family Therapist
Industry Mental Health Care
Experience
K & S Therapeutic Services April 2010 - Present
N/A April 2008 - Present
Columbia Management (Bank of America) 2005 - 2007
John Hancock 2003 - 2006
Skills
Marketing, Life Transitions, Stress Management, Strategic Planning, Public Speaking, Psychotherapy, Mental Health, Program Management, Marketing Communications, Fundraising, Marketing Strategy, Psychology, Program Development, Community Outreach, Social Services, Coaching, Counseling Psychology
Education
Pepperdine University 2008 — 2010
M.A. in Clinical Psychology, Psychology - Marriage and Family Therapy
Framingham State University 1900 — 1900
BA, Communications
D'Amore-McKim School of Business at Northeastern University
Master's Degree in Business Administration, Marketing
K & S Therapeutic Services April 2010 - Present
N/A April 2008 - Present
Columbia Management (Bank of America) 2005 - 2007
John Hancock 2003 - 2006
Skills
Marketing, Life Transitions, Stress Management, Strategic Planning, Public Speaking, Psychotherapy, Mental Health, Program Management, Marketing Communications, Fundraising, Marketing Strategy, Psychology, Program Development, Community Outreach, Social Services, Coaching, Counseling Psychology
Education
Pepperdine University 2008 — 2010
M.A. in Clinical Psychology, Psychology - Marriage and Family Therapy
Framingham State University 1900 — 1900
BA, Communications
D'Amore-McKim School of Business at Northeastern University
Master's Degree in Business Administration, Marketing
Mark Hennessey Mark Hennessey's John Hancock Experience 1999 - 2011
Job Project Manager
Industry Information Services
Experience
John Hancock 1999 - 2011
Independent Consultant 1996 - 1999
AIG 1985 - 1995
Skills
Project Planning, Project Management, Vendor Management, Process Improvement, SDLC, Website Development, Adobe Creative Suite, HTML, CSS, Classical Music, Film
Education
Columbia University in the City of New York
MA, International Relations, International Economics
McGill University
Bachelor of Arts (B.A.), Honors in History
The Juilliard School
Core curriculum study in music and analysis
John Hancock 1999 - 2011
Independent Consultant 1996 - 1999
AIG 1985 - 1995
Skills
Project Planning, Project Management, Vendor Management, Process Improvement, SDLC, Website Development, Adobe Creative Suite, HTML, CSS, Classical Music, Film
Education
Columbia University in the City of New York
MA, International Relations, International Economics
McGill University
Bachelor of Arts (B.A.), Honors in History
The Juilliard School
Core curriculum study in music and analysis
John L. Farrell--Wealth Management CT/NY John L. Farrell--Wealth Management CT/NY's John Hancock Experience 2000 - 2006
Job Financial Counselor To Astute Individuals
Industry Financial Services
Experience
Greenwich Financial Advisors, LLC October 2009 - Present
Merrill Lynch 2006 - 2009
John Hancock 2000 - 2006
Laerdal Medical Corporation 1985 - 2000
Allegany Pharmacal 1980 - 1984
Skills
Portfolio Management, Comprehensive Wealth..., Financial Planning, Due Diligence, Asset Protection, Estate Planning, Trust Services, Retirement Income..., Retirement Planning, Investment Policy, Social Security Planning, Asset Allocation, Pension Funds, Tax Planning, Financial Planners, Strategic Financial..., Financial Services, Social Security, Wealth Management..., Wealth Management, Investments, Retirement, Investment Strategies, Investment Management, Financial Advisory, Investment Advisory, 401k, Insurance, Mergers & Acquisitions, Asset Management, High Net Worth..., Mutual Funds, Tax, Fixed Annuities, Alternative Investments, Series 7, Series 63, Pensions, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Accounting
City University of New York 1974 — 1978
BA, Accounting
Greenwich Financial Advisors, LLC October 2009 - Present
Merrill Lynch 2006 - 2009
John Hancock 2000 - 2006
Laerdal Medical Corporation 1985 - 2000
Allegany Pharmacal 1980 - 1984
Skills
Portfolio Management, Comprehensive Wealth..., Financial Planning, Due Diligence, Asset Protection, Estate Planning, Trust Services, Retirement Income..., Retirement Planning, Investment Policy, Social Security Planning, Asset Allocation, Pension Funds, Tax Planning, Financial Planners, Strategic Financial..., Financial Services, Social Security, Wealth Management..., Wealth Management, Investments, Retirement, Investment Strategies, Investment Management, Financial Advisory, Investment Advisory, 401k, Insurance, Mergers & Acquisitions, Asset Management, High Net Worth..., Mutual Funds, Tax, Fixed Annuities, Alternative Investments, Series 7, Series 63, Pensions, Corporate Finance, Hedge Funds
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Accounting
City University of New York 1974 — 1978
BA, Accounting
Todd Macaulay Todd Macaulay's John Hancock Experience February 2008 - August 2011
Job Financial Literacy Assistant at University of Kentucky
Industry Human Resources
Experience
University of Kentucky July 2015 - Present
Safe Harbor Retirement Planning April 2013 - May 2015
Green Meadows Farm April 2011 - July 2014
The Full Yield, Inc. May 2011 - October 2011
John Hancock February 2008 - August 2011
Marcus Financial Advisors October 2005 - February 2008
Fidelity Investments April 2003 - September 2005
Fidelity Investments April 2002 - April 2003
Skills
Investments, Strategic Financial..., Financial Services, Sales, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Asset Allocation, Wealth Management, Series 6, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Life Insurance
Education
Salem State College 2007 — 2008
Certificate, Financial Planning
Denison University 1996 — 2000
BA, Economics
University of Kentucky July 2015 - Present
Safe Harbor Retirement Planning April 2013 - May 2015
Green Meadows Farm April 2011 - July 2014
The Full Yield, Inc. May 2011 - October 2011
John Hancock February 2008 - August 2011
Marcus Financial Advisors October 2005 - February 2008
Fidelity Investments April 2003 - September 2005
Fidelity Investments April 2002 - April 2003
Skills
Investments, Strategic Financial..., Financial Services, Sales, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Asset Allocation, Wealth Management, Series 6, Securities, Investment Advisory, Alternative Investments, Investment Strategies, Financial Advisory, Life Insurance
Education
Salem State College 2007 — 2008
Certificate, Financial Planning
Denison University 1996 — 2000
BA, Economics
Grant David Ward Grant David Ward's John Hancock Experience August 2000 - October 2004
Job Vice President, Chief Compliance Officer and Counsel at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts March 2011 - Present
GDW Consulting February 2010 - March 2011
MetLife Financial Services June 2008 - February 2010
Deloitte October 2006 - May 2008
FINRA May 2005 - October 2006
John Hancock Financial Services, Inc. October 2004 - May 2005
John Hancock August 2000 - October 2004
Securities and Exchange Commission 1990 - 2000
Dow Lohnes PLLC 1988 - 1990
Skills
Insurance, Securities Regulation
Education
DePaul University College of Law 1986 — 1988
J.D.
Howard University 1982 — 1984
B.A., English
Jesuit High School (New Orleans) 1975 — 1979
The Partnership
SBLI of Massachusetts March 2011 - Present
GDW Consulting February 2010 - March 2011
MetLife Financial Services June 2008 - February 2010
Deloitte October 2006 - May 2008
FINRA May 2005 - October 2006
John Hancock Financial Services, Inc. October 2004 - May 2005
John Hancock August 2000 - October 2004
Securities and Exchange Commission 1990 - 2000
Dow Lohnes PLLC 1988 - 1990
Skills
Insurance, Securities Regulation
Education
DePaul University College of Law 1986 — 1988
J.D.
Howard University 1982 — 1984
B.A., English
Jesuit High School (New Orleans) 1975 — 1979
The Partnership
Linda Casey Linda Casey's John Hancock Experience July 1999 - October 2000
Job Director, Product Management Provider Engagement
Industry Information Technology and Services
Experience
TransEngen June 2013 - December 2013
TransEngen April 2011 - May 2013
TransEngen February 2008 - March 2011
John Hancock July 1999 - October 2000
Booz Allen Hamilton April 1998 - June 1999
SRA International August 1994 - April 1998
Skills
SDLC, Business Process..., Product Management, Data Analysis, Project Management, Business Analysis, IT Strategy, Requirements Analysis, CRM, Data Modeling, Vendor Management, Process Improvement, Cross-functional Team..., Program Management, Software Project..., Requirements Gathering, Customer Service, Business Strategy, Growth Strategies, Product Development, New Business Development, Software Development, Thought Leadership, Product Innovation, Management Consulting, Team Management, Value Propositions, Strategic Roadmaps, Product Marketing, Marketing Communications, Long-term Customer..., Customer Oriented
Education
The George Washington University - School of Business 1996 — 1998
MS, Management Information Systems
Cornell University 1987 — 1991
BA, French Literature and International Relations
TransEngen June 2013 - December 2013
TransEngen April 2011 - May 2013
TransEngen February 2008 - March 2011
John Hancock July 1999 - October 2000
Booz Allen Hamilton April 1998 - June 1999
SRA International August 1994 - April 1998
Skills
SDLC, Business Process..., Product Management, Data Analysis, Project Management, Business Analysis, IT Strategy, Requirements Analysis, CRM, Data Modeling, Vendor Management, Process Improvement, Cross-functional Team..., Program Management, Software Project..., Requirements Gathering, Customer Service, Business Strategy, Growth Strategies, Product Development, New Business Development, Software Development, Thought Leadership, Product Innovation, Management Consulting, Team Management, Value Propositions, Strategic Roadmaps, Product Marketing, Marketing Communications, Long-term Customer..., Customer Oriented
Education
The George Washington University - School of Business 1996 — 1998
MS, Management Information Systems
Cornell University 1987 — 1991
BA, French Literature and International Relations
Marian Bireley Marian Bireley's John Hancock Experience 1997 - 1998
Job Vice President (Affirmative Action, Equal Employment Opportunity, Diversity and Inclusion)
Industry Human Resources
Experience
Gaucher Associates, Inc June 2002 - Present
John Hancock 1997 - 1998
John Hancock 1992 - 1997
Skills
Analysis, Employee Benefits, Time Management, Leadership, Talent Management, Program Management, Human Resources, Personnel Management, Performance Management, Recruiting, Employee Relations, Employment Law
Education
Northeastern University - Graduate School of Business Administration
MBA, Human Resources
University of Massachusetts
BA, Health/Health Care Administration/Management
Stonehill College
Liberal Arts and Sciences/Liberal Studies
Gaucher Associates, Inc June 2002 - Present
John Hancock 1997 - 1998
John Hancock 1992 - 1997
Skills
Analysis, Employee Benefits, Time Management, Leadership, Talent Management, Program Management, Human Resources, Personnel Management, Performance Management, Recruiting, Employee Relations, Employment Law
Education
Northeastern University - Graduate School of Business Administration
MBA, Human Resources
University of Massachusetts
BA, Health/Health Care Administration/Management
Stonehill College
Liberal Arts and Sciences/Liberal Studies
Kendra Osowski Kendra Osowski's John Hancock Experience June 2006 - Present
Job Regional Vice President John Hancock Retirement Plans
Industry Financial Services
Experience
John Hancock June 2006 - Present
John Hancock Retirement Plan Services June 2006 - December 2008
Skills
Retirement Planning, Asset Allocation, Employee Benefits, Retirement, Investments, 401k, Mutual Funds, Pensions, Series 6, Series 63, Fixed Annuities, Series 7, Financial Services, Defined Benefit
Education
Central Michigan University 1999 — 2003
BS in BA, Corporate Finance, Personal Financial Planning, Legal Studies
John Hancock June 2006 - Present
John Hancock Retirement Plan Services June 2006 - December 2008
Skills
Retirement Planning, Asset Allocation, Employee Benefits, Retirement, Investments, 401k, Mutual Funds, Pensions, Series 6, Series 63, Fixed Annuities, Series 7, Financial Services, Defined Benefit
Education
Central Michigan University 1999 — 2003
BS in BA, Corporate Finance, Personal Financial Planning, Legal Studies
Tammy Billington (Booth) Tammy Billington (Booth)'s John Hancock Experience 2008 - June 2011
Job
Industry Information Technology and Services
Experience
Manulife Financial May 2013 - Present
Manulife Financial July 2011 - May 2013
Manulife/John Hancock November 2004 - August 2011
John Hancock 2008 - June 2011
MANULIFE FINANCIAL 2004 - July 2008
General Motors Canada 2004 - 2004
MTS Allstream (formerly AT&T Canada) 1997 - 2001
AT&T Allstream July 1997 - December 2000
CP Rail 1996 - 1997
EDS May 1992 - July 1996
Skills
Business Analysis, SDLC, Customer Relations, Requirements Gathering, Business Requirements, PMO, Problem Solving, Requirements Analysis, Quality Assurance, Project Management, Leadership, Project Portfolio..., IT Relationship..., IT Project Lifecycle, System Development...
Education
Concordia University 1989 — 1992
Bachelor, Commerce/MIS
John Abbott College 1987 — 1989
Diploma of Commerce
Dale Carnegie
Manulife Financial May 2013 - Present
Manulife Financial July 2011 - May 2013
Manulife/John Hancock November 2004 - August 2011
John Hancock 2008 - June 2011
MANULIFE FINANCIAL 2004 - July 2008
General Motors Canada 2004 - 2004
MTS Allstream (formerly AT&T Canada) 1997 - 2001
AT&T Allstream July 1997 - December 2000
CP Rail 1996 - 1997
EDS May 1992 - July 1996
Skills
Business Analysis, SDLC, Customer Relations, Requirements Gathering, Business Requirements, PMO, Problem Solving, Requirements Analysis, Quality Assurance, Project Management, Leadership, Project Portfolio..., IT Relationship..., IT Project Lifecycle, System Development...
Education
Concordia University 1989 — 1992
Bachelor, Commerce/MIS
John Abbott College 1987 — 1989
Diploma of Commerce
Dale Carnegie
Emily Poltrack Emily Poltrack's John Hancock Experience June 2006 - May 2011
Job Case Manager at Symetra
Industry Financial Services
Experience
Bank of America August 2015 - Present
Symetra March 2015 - August 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - January 2015
John Hancock June 2006 - May 2011
Aviva Life Insurance 2005 - 2006
Pier 1 Imports May 2000 - December 2004
Skills
Insurance, Financial Services, Business Analysis, Customer Service, Relationship Management, Mutual Funds, Process Improvement, Series 63, Fixed Annuities, Vendor Management, Risk Management, Analysis, Lotus Notes, Project Management, Requirements Gathering, Call Centers, Microsoft Excel, LTCP, Software Development, Process Redesign, Business Process..., Problem Solving, Collaborative Problem...
Education
Plymouth State University 2000 — 2003
BA, Communication Studies
Champlain College 1999 — 2000
Public Relations, Advertising, and Applied Communication
Bank of America August 2015 - Present
Symetra March 2015 - August 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - January 2015
John Hancock June 2006 - May 2011
Aviva Life Insurance 2005 - 2006
Pier 1 Imports May 2000 - December 2004
Skills
Insurance, Financial Services, Business Analysis, Customer Service, Relationship Management, Mutual Funds, Process Improvement, Series 63, Fixed Annuities, Vendor Management, Risk Management, Analysis, Lotus Notes, Project Management, Requirements Gathering, Call Centers, Microsoft Excel, LTCP, Software Development, Process Redesign, Business Process..., Problem Solving, Collaborative Problem...
Education
Plymouth State University 2000 — 2003
BA, Communication Studies
Champlain College 1999 — 2000
Public Relations, Advertising, and Applied Communication
Chris Ronshagen Chris Ronshagen's John Hancock Experience September 2002 - May 2004
Job Partner, Executive Vice President Business Development at Jurs Montgomery Brokerage, LLC
Industry Insurance
Experience
Jurs Montgomery Brokerage, LLC December 2010 - Present
Crump Insurance May 2004 - December 2010
John Hancock September 2002 - May 2004
American Express Financial Advisors August 2001 - August 2002
Skills
Insurance, Underwriting, Financial Services, Sales, Sales Process, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Universal Life, Long Term Care Insurance, Long-term Care, Financial Planners, Series 63, Strategic Financial..., Retirement, Retirement Planning, Finance, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2005 — 2008
MBA, MSF
University of Vermont 1997 — 2001
Bachelor, Business Administration
Grenoble Ecole de Management 2000 — 2000
International Business
Jurs Montgomery Brokerage, LLC December 2010 - Present
Crump Insurance May 2004 - December 2010
John Hancock September 2002 - May 2004
American Express Financial Advisors August 2001 - August 2002
Skills
Insurance, Underwriting, Financial Services, Sales, Sales Process, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Universal Life, Long Term Care Insurance, Long-term Care, Financial Planners, Series 63, Strategic Financial..., Retirement, Retirement Planning, Finance, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2005 — 2008
MBA, MSF
University of Vermont 1997 — 2001
Bachelor, Business Administration
Grenoble Ecole de Management 2000 — 2000
International Business
Robert Leach Robert Leach's John Hancock Experience September 2005 - December 2011
Job Vice PresidentUS Capital Management at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
Mara Mendelsohn's John Hancock Experience 1997 - Present
Job Sr. H.R. Consultant at John Hancock
Industry Human Resources
Experience
John Hancock Financial Services (Manulife Financial) 1997 - Present
John Hancock/Manulife 1997 - Present
Manulife Financial 1997 - Present
John Hancock Financial Services 1997 - Present
John Hancock 1997 - Present
Education
Clark University 1985 — 1990
John Hancock Financial Services (Manulife Financial) 1997 - Present
John Hancock/Manulife 1997 - Present
Manulife Financial 1997 - Present
John Hancock Financial Services 1997 - Present
John Hancock 1997 - Present
Education
Clark University 1985 — 1990
David Enk David Enk's John Hancock Experience April 1990 - November 1997
Job Account Executive at Stumm Insurance, LLC
Industry Insurance
Experience
Stumm Insurance, LLC April 2013 - Present
The David Agency Insurance, Inc. September 2011 - April 2013
The David Agency Insurance, Inc. September 2005 - September 2011
The Plexus Groupe February 2001 - September 2005
Prudential Financial November 1997 - February 2001
John Hancock April 1990 - November 1997
Skills
Health Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Medicare Supplements, Term Life Insurance, Insurance, Medicare, Employee Wellness..., Identity Theft, Health Care Reform, Long-term Care, Underwriting, Brokers, Group Insurance, COBRA, Group Medical, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Marketing
John Carroll University 1985 — 1989
BS, Biology
Loyola Academy 1981 — 1985
St. Emily's 1976 — 1981
Stumm Insurance, LLC April 2013 - Present
The David Agency Insurance, Inc. September 2011 - April 2013
The David Agency Insurance, Inc. September 2005 - September 2011
The Plexus Groupe February 2001 - September 2005
Prudential Financial November 1997 - February 2001
John Hancock April 1990 - November 1997
Skills
Health Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Medicare Supplements, Term Life Insurance, Insurance, Medicare, Employee Wellness..., Identity Theft, Health Care Reform, Long-term Care, Underwriting, Brokers, Group Insurance, COBRA, Group Medical, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Marketing
John Carroll University 1985 — 1989
BS, Biology
Loyola Academy 1981 — 1985
St. Emily's 1976 — 1981
Patricia Hubbard Patricia Hubbard's John Hancock Experience December 2005 - Present
Job Project Manager, LEAN Six Sigma Green Belt, Photographer, Event Planner
Industry Banking
Experience
LEAN Six Sigma Green Belt, Project Manager, Certified Event Planner January 2009 - Present
John Hancock December 2005 - Present
SimplexGrinnell March 2005 - Present
Signature Partners July 2007 - July 2009
Bank of America July 2007 - July 2009
Citizens Bank April 2007 - July 2007
FM Global January 2007 - March 2007
TEKsystems November 2006 - January 2007
John Hancock November 2006 - January 2007
Liberty Mutual Insurance Company July 2006 - October 2006
Education
William George Associates 2010 — 2010
PMP and Lean Six Sigma
Capella University 2003 — 2005
MS in Information Technology, Project Management, Statistics, Accounting, Management, Organizational Behaviour, Strategic Plan
Capella University 2003 — 2005
MS in Information Technology, management, Data Analysis, statistics, accounting
Capella University
MS, Information Technology
Mass School of Law
BS, Management
LEAN Six Sigma Green Belt, Project Manager, Certified Event Planner January 2009 - Present
John Hancock December 2005 - Present
SimplexGrinnell March 2005 - Present
Signature Partners July 2007 - July 2009
Bank of America July 2007 - July 2009
Citizens Bank April 2007 - July 2007
FM Global January 2007 - March 2007
TEKsystems November 2006 - January 2007
John Hancock November 2006 - January 2007
Liberty Mutual Insurance Company July 2006 - October 2006
Education
William George Associates 2010 — 2010
PMP and Lean Six Sigma
Capella University 2003 — 2005
MS in Information Technology, Project Management, Statistics, Accounting, Management, Organizational Behaviour, Strategic Plan
Capella University 2003 — 2005
MS in Information Technology, management, Data Analysis, statistics, accounting
Capella University
MS, Information Technology
Mass School of Law
BS, Management
Dan Wice's John Hancock Experience 2001 - 2005
Job Insurance, Estate and Retirement Planning Specialist
Industry Financial Services
Experience
American Business October 2013 - Present
Meridian Risk Management Inc. July 2012 - Present
The Prudential Insurance Company of America September 2009 - July 2012
Prudential Financial March 2005 - September 2009
John Hancock 2001 - 2005
Manulife Wood Logan 1994 - 2005
Skills
Insurance, Life Insurance, Risk Management, Long-term Care, Disability Insurance, Fixed Annuities, Retirement Planning, Finance, Series 63, Estate Planning, Retirement, Training, Series 7, Investments, Wealth Management, FINRA, Variable Annuities, Financial Services, Securities, Asset Allocation, Series 6
Education
Clark University 1985 — 1989
BA, Economics
Bloomfield High School 1982 — 1985
American Business October 2013 - Present
Meridian Risk Management Inc. July 2012 - Present
The Prudential Insurance Company of America September 2009 - July 2012
Prudential Financial March 2005 - September 2009
John Hancock 2001 - 2005
Manulife Wood Logan 1994 - 2005
Skills
Insurance, Life Insurance, Risk Management, Long-term Care, Disability Insurance, Fixed Annuities, Retirement Planning, Finance, Series 63, Estate Planning, Retirement, Training, Series 7, Investments, Wealth Management, FINRA, Variable Annuities, Financial Services, Securities, Asset Allocation, Series 6
Education
Clark University 1985 — 1989
BA, Economics
Bloomfield High School 1982 — 1985
Jerrod DeShaw, CMFC® Jerrod DeShaw, CMFC®'s John Hancock Experience April 2004 - April 2008
Job Senior Vice President Head of Institutional Sales at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Ann Delaney Ann Delaney's John Hancock Experience March 2008 - January 2012
Job Actuary Life Insurance Product Management
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock March 2008 - January 2012
John Hancock Life Insurance Co. January 2006 - 2008
John Hancock January 2004 - January 2006
John Hancock January 2000 - January 2004
John Hancock Financial Services July 1990 - January 2000
Skills
Actuarial Science, Insurance, Life Insurance, Financial Analysis, Financial Risk, Project Management, Team Management, Multi Tasking, Tax, Economic Capital, Solvency II, Long-term Care, Reinsurance, Pricing, Financial Services, Actuaries, Tax Law, Enterprise Risk..., Underwriting, Universal Life, Long Term Care Insurance, General Insurance
Education
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Mathematics
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock March 2008 - January 2012
John Hancock Life Insurance Co. January 2006 - 2008
John Hancock January 2004 - January 2006
John Hancock January 2000 - January 2004
John Hancock Financial Services July 1990 - January 2000
Skills
Actuarial Science, Insurance, Life Insurance, Financial Analysis, Financial Risk, Project Management, Team Management, Multi Tasking, Tax, Economic Capital, Solvency II, Long-term Care, Reinsurance, Pricing, Financial Services, Actuaries, Tax Law, Enterprise Risk..., Underwriting, Universal Life, Long Term Care Insurance, General Insurance
Education
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Mathematics
Sao Bockarie's John Hancock Experience August 2015 - Present
Job Desktop Engineer II
Industry Information Technology and Services
Experience
John Hancock August 2015 - Present
Year Up 2008 - 2012
IBM June 2008 - June 2009
State Street July 2007 - January 2008
Skills
Windows 7, Active Directory, VPN, DNS, Lotus Notes, TCP/IP, Troubleshooting, Windows, Blackberry Enterprise..., Laptops, Blackberry, XP, Software Installation, Hardware, Customer Service, Computer Hardware, Help Desk Support, System Administration, Windows XP, Technical Support
Education
YearUp 2006 — 2007
IT
Cambridge College
John Hancock August 2015 - Present
Year Up 2008 - 2012
IBM June 2008 - June 2009
State Street July 2007 - January 2008
Skills
Windows 7, Active Directory, VPN, DNS, Lotus Notes, TCP/IP, Troubleshooting, Windows, Blackberry Enterprise..., Laptops, Blackberry, XP, Software Installation, Hardware, Customer Service, Computer Hardware, Help Desk Support, System Administration, Windows XP, Technical Support
Education
YearUp 2006 — 2007
IT
Cambridge College
Steven Lerman Steven Lerman's John Hancock Experience March 2008 - December 2011
Job Benefits Specialist
Industry Insurance
Experience
John Hancock Annuities March 2008 - December 2013
John Hancock March 2008 - December 2011
john hancock 2008 - 2011
KNFT/ John Hancock Annuities October 2007 - March 2008
IKEA February 2006 - October 2007
Veritude/ MIT Copy Tech September 2005 - November 2005
Hollister Inc June 2005 - August 2005
ID Staffing Solutions February 2005 - April 2005
Crotched Mountain Rehabilitation Center January 2004 - May 2004
Colgate Cleveland Library Learning Center January 2002 - May 2004
Skills
Customer Service, Analysis, Compliance, Credit, Word, Human Relations, Computer Literate, Mac OS X, Annuities, Internet, Research, Access, Microsoft Office, Microsoft Excel, PowerPoint, Training, Social Media, Management, Employee Benefits, Leadership, Insurance, Public Speaking, Event Planning, Microsoft Word
Education
Colby Sawyer College 2000 — 2004
Bachelor of Science (BS), Child Development
Colby Sawyer College 2000 — 2004
Bachelor of Science, Child
Sharon High School 1996 — 2000
Degree, Standard
John Hancock Annuities March 2008 - December 2013
John Hancock March 2008 - December 2011
john hancock 2008 - 2011
KNFT/ John Hancock Annuities October 2007 - March 2008
IKEA February 2006 - October 2007
Veritude/ MIT Copy Tech September 2005 - November 2005
Hollister Inc June 2005 - August 2005
ID Staffing Solutions February 2005 - April 2005
Crotched Mountain Rehabilitation Center January 2004 - May 2004
Colgate Cleveland Library Learning Center January 2002 - May 2004
Skills
Customer Service, Analysis, Compliance, Credit, Word, Human Relations, Computer Literate, Mac OS X, Annuities, Internet, Research, Access, Microsoft Office, Microsoft Excel, PowerPoint, Training, Social Media, Management, Employee Benefits, Leadership, Insurance, Public Speaking, Event Planning, Microsoft Word
Education
Colby Sawyer College 2000 — 2004
Bachelor of Science (BS), Child Development
Colby Sawyer College 2000 — 2004
Bachelor of Science, Child
Sharon High School 1996 — 2000
Degree, Standard
Patricia Neary Boyd Patricia Neary Boyd's John Hancock Experience 1984 - 1992
Job Teacher at Keefe Technical High School
Industry Education Management
Experience
Keefe Technical High School August 2004 - Present
Fast Start PC Training & Consulting November 1992 - September 2001
John Hancock 1984 - 1992
Skills
Staff Development, Public Speaking, Instructional Technology, Curriculum Design, Research, Instructional Design, Non-profits, Curriculum Development, Tutoring, Educational Leadership, Training, Nonprofits, Higher Education, Access, Teacher Training, E-Learning
Education
Columbia University in the City of New York 1975 — 1978
Master of Arts (M.A.), Geography
Tufts University 1969 — 1973
BA, Anthropology
NYSE Teachers Workshop 2012-06-25
St. Jean Baptiste High School
Keefe Technical High School August 2004 - Present
Fast Start PC Training & Consulting November 1992 - September 2001
John Hancock 1984 - 1992
Skills
Staff Development, Public Speaking, Instructional Technology, Curriculum Design, Research, Instructional Design, Non-profits, Curriculum Development, Tutoring, Educational Leadership, Training, Nonprofits, Higher Education, Access, Teacher Training, E-Learning
Education
Columbia University in the City of New York 1975 — 1978
Master of Arts (M.A.), Geography
Tufts University 1969 — 1973
BA, Anthropology
NYSE Teachers Workshop 2012-06-25
St. Jean Baptiste High School
Michael Kazee Michael Kazee's John Hancock Experience September 2008 - May 2009
Job Owner at MAK Renovations
Industry Financial Services
Experience
MAK Renovations July 2012 - Present
The Diversified Group June 2009 - May 2012
John Hancock September 2008 - May 2009
Black Mountain Mortgage Company January 2005 - July 2008
Classic Mortgage December 2001 - January 2005
Education
College of Southern Nevada 1991 — 1993
Electronics
MAK Renovations July 2012 - Present
The Diversified Group June 2009 - May 2012
John Hancock September 2008 - May 2009
Black Mountain Mortgage Company January 2005 - July 2008
Classic Mortgage December 2001 - January 2005
Education
College of Southern Nevada 1991 — 1993
Electronics
Jeff Kellen Jeff Kellen's John Hancock Experience 2001 - 2007
Job Maintenance Coordinator Substation Division at MidAmerican Energy Company
Industry Military
Experience
MidAmerican Energy Company November 2014 - Present
Current Assignment - B/ 334 BSB 2nd Brigade 34th Infantry Division August 1985 - Present
Iowa Army National Guard January 2014 - September 2014
Iowa Army National Guard June 2012 - December 2013
CALIBRE Systems January 2012 - June 2012
CSC April 2010 - January 2012
MetLife November 2007 - December 2011
John Hancock 2001 - 2007
Skills
Public Speaking, Strategic Planning, Process Improvement, Team Building, Leadership Development, Leadership, Customer Service, Problem Solving, Training, Analysis, Budgets, Military, Insurance, Human Resources, Government, Management
Education
Drake University 1991 — 1993
Bachelor's, International Relations, Int'l Economics, Policy Analysis
New Horizons microsoft project 2013
MidAmerican Energy Company November 2014 - Present
Current Assignment - B/ 334 BSB 2nd Brigade 34th Infantry Division August 1985 - Present
Iowa Army National Guard January 2014 - September 2014
Iowa Army National Guard June 2012 - December 2013
CALIBRE Systems January 2012 - June 2012
CSC April 2010 - January 2012
MetLife November 2007 - December 2011
John Hancock 2001 - 2007
Skills
Public Speaking, Strategic Planning, Process Improvement, Team Building, Leadership Development, Leadership, Customer Service, Problem Solving, Training, Analysis, Budgets, Military, Insurance, Human Resources, Government, Management
Education
Drake University 1991 — 1993
Bachelor's, International Relations, Int'l Economics, Policy Analysis
New Horizons microsoft project 2013
William A Holscher MBA PMP William A Holscher MBA PMP's John Hancock Experience 1998 - 2001
Job SIF Program Manager at Commonwealth of Massachusetts Executive Office of Education
Industry Management Consulting
Experience
Commonwealth of Massachusetts Executive Office of Education November 2012 - Present
W A Holscher Consulting March 2009 - Present
Marsh & McLennan Companies, Inc. April 2011 - April 2012
EFI August 2007 - January 2009
Electric Insurance Company (Division of GE) November 2006 - May 2007
NH Office of Information Technology 2005 - 2006
John Hancock 1998 - 2001
Independent Consultant 1985 - 1998
Information Systems Services Inc. 1981 - 1985
Skills
Team Leadership, Leadership, IT Management, Performance Improvement, Requirements Analysis, Quality Assurance, Project Management, Risk Management, Mentoring, Organizational..., PMO, Change Management, Program Management, PMP, Process Engineering, Business Intelligence, Business Analysis, Strategic Planning, Process Improvement, Vendor Management, Business Planning, Problem Solving, ERP, Outsourcing, SDLC, Product Development, Team Building, Business Management, Business Process..., Software Development, IT Strategy, Process Development, Management Consulting, Entrepreneurship, Innovation, Virtual Teams, Enterprise Architecture, MS Project, Project Planning, Management, CRM, Enterprise Software, Training, Software Project..., Project Portfolio..., Mergers & Acquisitions, Cross-functional Team..., Visio, Agile Methodologies, Oracle
Education
Capella University 2004 — 2006
MBA, Business Administration
Mercy College
BS, Computer Information Systems
Commonwealth of Massachusetts Executive Office of Education November 2012 - Present
W A Holscher Consulting March 2009 - Present
Marsh & McLennan Companies, Inc. April 2011 - April 2012
EFI August 2007 - January 2009
Electric Insurance Company (Division of GE) November 2006 - May 2007
NH Office of Information Technology 2005 - 2006
John Hancock 1998 - 2001
Independent Consultant 1985 - 1998
Information Systems Services Inc. 1981 - 1985
Skills
Team Leadership, Leadership, IT Management, Performance Improvement, Requirements Analysis, Quality Assurance, Project Management, Risk Management, Mentoring, Organizational..., PMO, Change Management, Program Management, PMP, Process Engineering, Business Intelligence, Business Analysis, Strategic Planning, Process Improvement, Vendor Management, Business Planning, Problem Solving, ERP, Outsourcing, SDLC, Product Development, Team Building, Business Management, Business Process..., Software Development, IT Strategy, Process Development, Management Consulting, Entrepreneurship, Innovation, Virtual Teams, Enterprise Architecture, MS Project, Project Planning, Management, CRM, Enterprise Software, Training, Software Project..., Project Portfolio..., Mergers & Acquisitions, Cross-functional Team..., Visio, Agile Methodologies, Oracle
Education
Capella University 2004 — 2006
MBA, Business Administration
Mercy College
BS, Computer Information Systems
Juliana S. Ornek's John Hancock Experience July 2008 - December 2011
Job HR Consultant
Industry Human Resources
Experience
Oxford University Press January 2015 - Present
Cubist Pharmaceuticals September 2012 - October 2013
John Hancock Financial Services November 2011 - September 2012
John Hancock July 2008 - December 2011
Grahall Partners, LLC March 2008 - June 2008
Salary.com May 2006 - June 2007
Pearl Meyer & Partners September 2004 - May 2006
University of Connecticut September 1999 - August 2002
Skills
Deferred Compensation, Employee Benefits, Human Resources, Recruiting, Executive Pay, Incentive Programs, Leadership, Training, Pay Structures, Job Descriptions, Compensation & Benefit, Executive Compensation..., Base Pay Administration, Management, Analysis, Job Evaluation, Performance Management, Onboarding, Sales Compensation, Succession Planning, Compensation & Benefits
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Operations and Information Management, Operations Research
Cornell University 1995 — 1998
BS, HR and Organizational Behavior
Oxford University Press January 2015 - Present
Cubist Pharmaceuticals September 2012 - October 2013
John Hancock Financial Services November 2011 - September 2012
John Hancock July 2008 - December 2011
Grahall Partners, LLC March 2008 - June 2008
Salary.com May 2006 - June 2007
Pearl Meyer & Partners September 2004 - May 2006
University of Connecticut September 1999 - August 2002
Skills
Deferred Compensation, Employee Benefits, Human Resources, Recruiting, Executive Pay, Incentive Programs, Leadership, Training, Pay Structures, Job Descriptions, Compensation & Benefit, Executive Compensation..., Base Pay Administration, Management, Analysis, Job Evaluation, Performance Management, Onboarding, Sales Compensation, Succession Planning, Compensation & Benefits
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Operations and Information Management, Operations Research
Cornell University 1995 — 1998
BS, HR and Organizational Behavior
Michael Sclafani Michael Sclafani's John Hancock Experience April 2004 - September 2007
Job Director of Insurance Operations
Industry Insurance
Experience
Symetra December 2014 - Present
Thomas Brady & Associates October 2010 - September 2014
First American Insurance Underwriters November 2009 - May 2010
Sun Life Financial September 2007 - November 2009
John Hancock April 2004 - September 2007
Skills
Fixed Annuities, Life Insurance, Long-term Care, Insurance, Series 6, Series 63, Term Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Retirement, Underwriting, Long Term Care Insurance, Universal Life, Financial Planners, Critical Illness, Variable Annuities
Education
Canisius College 1993 — 1997
Symetra December 2014 - Present
Thomas Brady & Associates October 2010 - September 2014
First American Insurance Underwriters November 2009 - May 2010
Sun Life Financial September 2007 - November 2009
John Hancock April 2004 - September 2007
Skills
Fixed Annuities, Life Insurance, Long-term Care, Insurance, Series 6, Series 63, Term Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Retirement, Underwriting, Long Term Care Insurance, Universal Life, Financial Planners, Critical Illness, Variable Annuities
Education
Canisius College 1993 — 1997
James Massett James Massett's John Hancock Experience January 2007 - April 2008
Job Strategic Account Manager: Service Provider at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems July 2011 - Present
Cisco Systems 2011 - July 2012
GBC February 2011 - July 2011
Virgil Solutions September 2009 - February 2011
Clemson University May 2008 - August 2009
John Hancock January 2007 - April 2008
Jackson National June 2006 - January 2007
Skills
Salesforce.com, Account Management, Business Development, Leadership, Integrated Marketing, Solution Selling, Strategic Partnerships, Mobile Devices, Data Center, Sales, Cisco Technologies
Education
Clemson University 2008 — 2009
MBA, Technology, Entrepreneurship
Clemson University - College of Business and Behavioral Science 2003 — 2006
BS, Management, Finance
Cisco Systems July 2011 - Present
Cisco Systems 2011 - July 2012
GBC February 2011 - July 2011
Virgil Solutions September 2009 - February 2011
Clemson University May 2008 - August 2009
John Hancock January 2007 - April 2008
Jackson National June 2006 - January 2007
Skills
Salesforce.com, Account Management, Business Development, Leadership, Integrated Marketing, Solution Selling, Strategic Partnerships, Mobile Devices, Data Center, Sales, Cisco Technologies
Education
Clemson University 2008 — 2009
MBA, Technology, Entrepreneurship
Clemson University - College of Business and Behavioral Science 2003 — 2006
BS, Management, Finance
Bill Quirk Bill Quirk's John Hancock Experience 1988 - 1999
Job Retired
Industry Information Technology and Services
Experience
Guardium (purchased by IBM Nov 2009) 2007 - 2011
FullArmor Corporation 2000 - 2007
John Hancock 1988 - 1999
First Financial Management 1986 - 1988
Control Data 1982 - 1986
Financial Data of Tidewater 1980 - 1982
Bank of the Commonwealth 1979 - 1980
Citizens Trust Bank 1974 - 1979
United States Navy 1967 - 1973
Skills
Salesforce.com..., Salesforce.com, CRM, Strategy, Program Management, Salesforce.com..., SaaS, Leadership, Enterprise Software, Project Management, Account Management
Education
Carnegie Mellon University
BS
Rose-Hulman Institute of Technology
Guardium (purchased by IBM Nov 2009) 2007 - 2011
FullArmor Corporation 2000 - 2007
John Hancock 1988 - 1999
First Financial Management 1986 - 1988
Control Data 1982 - 1986
Financial Data of Tidewater 1980 - 1982
Bank of the Commonwealth 1979 - 1980
Citizens Trust Bank 1974 - 1979
United States Navy 1967 - 1973
Skills
Salesforce.com..., Salesforce.com, CRM, Strategy, Program Management, Salesforce.com..., SaaS, Leadership, Enterprise Software, Project Management, Account Management
Education
Carnegie Mellon University
BS
Rose-Hulman Institute of Technology
Iris Howat's John Hancock Experience February 2000 - November 2005
Job Training & Development Specialist at Manulife Financial
Industry Insurance
Experience
Manulife Financial November 2005 - Present
John Hancock February 2000 - November 2005
ARAMARK June 1994 - December 2000
Sodexo February 1984 - October 1993
Skills
Program Facilitation, Customer Service, Recruiting, Event Management, People Skills, Curriculum Design, Coaching, Program Development, Business Strategy, Operating Budgets, Project Management, Group Pensions, E-Learning, Onboarding, Adult Education
Education
Conestoga College 2010 — 2012
Certificate, Teacher Trainer for Adults, Honours
Glasgow Metropolitan College 1986 — 1990
Diploma, Professional Cookery 1, 2 & 3
Manulife Financial November 2005 - Present
John Hancock February 2000 - November 2005
ARAMARK June 1994 - December 2000
Sodexo February 1984 - October 1993
Skills
Program Facilitation, Customer Service, Recruiting, Event Management, People Skills, Curriculum Design, Coaching, Program Development, Business Strategy, Operating Budgets, Project Management, Group Pensions, E-Learning, Onboarding, Adult Education
Education
Conestoga College 2010 — 2012
Certificate, Teacher Trainer for Adults, Honours
Glasgow Metropolitan College 1986 — 1990
Diploma, Professional Cookery 1, 2 & 3
Bobbie Hipenbecker Bobbie Hipenbecker's John Hancock Experience November 1990 - November 1991
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
bhip creative March 2009 - Present
Various Organizations October 2001 - March 2009
StarTek June 2000 - October 2001
Systems Consultants, Inc. January 2000 - June 2000
Systems Consultants, Inc. August 1998 - January 2000
Concordia Publishing House January 1997 - August 1998
Concordia Publishing House April 1994 - December 1996
Concordia Publishing House January 1993 - April 1994
Concordia Publishing House November 1991 - December 1992
John Hancock November 1990 - November 1991
Skills
Trade Shows, Marketing, Marketing Strategy, Leadership, Management, Lead Generation, Market Research, Training, Public Relations, E-commerce, Advertising, Product Management, Event Management, Sales, Strategic Planning, Event Planning, Fundraising, Newsletters
Education
Concordia University-Wisconsin 1983 — 1987
Bachelor's, Secondary Education-English, History
bhip creative March 2009 - Present
Various Organizations October 2001 - March 2009
StarTek June 2000 - October 2001
Systems Consultants, Inc. January 2000 - June 2000
Systems Consultants, Inc. August 1998 - January 2000
Concordia Publishing House January 1997 - August 1998
Concordia Publishing House April 1994 - December 1996
Concordia Publishing House January 1993 - April 1994
Concordia Publishing House November 1991 - December 1992
John Hancock November 1990 - November 1991
Skills
Trade Shows, Marketing, Marketing Strategy, Leadership, Management, Lead Generation, Market Research, Training, Public Relations, E-commerce, Advertising, Product Management, Event Management, Sales, Strategic Planning, Event Planning, Fundraising, Newsletters
Education
Concordia University-Wisconsin 1983 — 1987
Bachelor's, Secondary Education-English, History
Jim Bacharach Jim Bacharach's John Hancock Experience February 2006 - Present
Job John Hancock Brand Leader | Results Driver | Strategic Integrated Marketer | Builder | Innovator | Collaborator
Industry Marketing and Advertising
Experience
John Hancock February 2006 - Present
Boston University College of Communications September 2013 - Present
Skills
Integrated Marketing, Marketing Strategy, Marketing Communications, Brand Development, Digital Marketing, Advertising, CRM, Brand Management, Social Media Marketing, Product Marketing, B2B, Corporate Branding, Strategic Consulting, Start-ups, Revenue and Profit..., Team Building and..., Product Development, Professional Services, Problem Solving, Innovator, Results Oriented, Competitive Analysis, Marketing, Direct Marketing, Management, Strategy, Leadership, Creative Direction, Strategic Communications, Social Media, Internal Communications, Multi-channel Marketing, Sponsorship, Brand Architecture, Strategic Partnerships, Lead Generation
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing
Union College 1972 — 1976
BA, Psychology and History
John Hancock February 2006 - Present
Boston University College of Communications September 2013 - Present
Skills
Integrated Marketing, Marketing Strategy, Marketing Communications, Brand Development, Digital Marketing, Advertising, CRM, Brand Management, Social Media Marketing, Product Marketing, B2B, Corporate Branding, Strategic Consulting, Start-ups, Revenue and Profit..., Team Building and..., Product Development, Professional Services, Problem Solving, Innovator, Results Oriented, Competitive Analysis, Marketing, Direct Marketing, Management, Strategy, Leadership, Creative Direction, Strategic Communications, Social Media, Internal Communications, Multi-channel Marketing, Sponsorship, Brand Architecture, Strategic Partnerships, Lead Generation
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing
Union College 1972 — 1976
BA, Psychology and History
David Schlageter David Schlageter's John Hancock Experience 1987 - 2010
Job Director, IBD Sales at Ameritas
Industry Financial Services
Experience
Ameritas June 2015 - Present
Ameritas September 2012 - Present
DRS Consulting November 2010 - September 2012
John Hancock 1987 - 2010
Manulife Financial 1992 - 1996
Skills
Innovative Problem..., Determined, Client Relationship..., Client Retention, Personnel Recruiting, Change Management, Management Consulting, Personnel Development, Training & Development, Leadership Development, Process Development, Strategy Development, Strategic Partnerships, Strategic Consulting, New Business Development, Business Strategy, Competitive Analysis, Partner Relationship..., Budget Management, Growth Management, Infrastructure Planning, Organizational..., Organizational Structure, Organizational..., Organizational..., Leading Meetings, Effective Meetings, Strategy, Employee Training, CRM, Employee Benefits, Budgets, Customer Retention, Retirement, Financial Services, Relationship Management, Insurance, 401k, Management, Mutual Funds, Pensions, Retirement Planning
Education
Community College of Rhode Island 1985 — 1985
Ameritas June 2015 - Present
Ameritas September 2012 - Present
DRS Consulting November 2010 - September 2012
John Hancock 1987 - 2010
Manulife Financial 1992 - 1996
Skills
Innovative Problem..., Determined, Client Relationship..., Client Retention, Personnel Recruiting, Change Management, Management Consulting, Personnel Development, Training & Development, Leadership Development, Process Development, Strategy Development, Strategic Partnerships, Strategic Consulting, New Business Development, Business Strategy, Competitive Analysis, Partner Relationship..., Budget Management, Growth Management, Infrastructure Planning, Organizational..., Organizational Structure, Organizational..., Organizational..., Leading Meetings, Effective Meetings, Strategy, Employee Training, CRM, Employee Benefits, Budgets, Customer Retention, Retirement, Financial Services, Relationship Management, Insurance, 401k, Management, Mutual Funds, Pensions, Retirement Planning
Education
Community College of Rhode Island 1985 — 1985
Erica Lima Oliveira Erica Lima Oliveira's John Hancock Experience 2000 - 2004
Job Owner, EO Design Studio, Inc.
Industry Design
Experience
EO Design Studio, Inc. August 2006 - Present
John Hancock 2000 - 2004
Harvard Kennedy School of Government 1998 - 2000
Skills
Web Design, Web Development, Website Development, Online Marketing, Social Media Marketing, Brand Development
Education
College of the Holy Cross 1993 — 1997
EO Design Studio, Inc. August 2006 - Present
John Hancock 2000 - 2004
Harvard Kennedy School of Government 1998 - 2000
Skills
Web Design, Web Development, Website Development, Online Marketing, Social Media Marketing, Brand Development
Education
College of the Holy Cross 1993 — 1997
Richard Muncaster's John Hancock Experience December 1995 - January 1998
Job Muncaster Financial Services, Inc.
Industry Financial Services
Experience
Muncaster Financial Services January 2005 - Present
Consolidated Planning, Inc. January 1998 - January 2005
John Hancock December 1995 - January 1998
Education
Clemson University 1991 — 1995
Bachelor of Science, Management, Finance, Accounting
Wilson Hall Academy 1985 — 1991
Muncaster Financial Services January 2005 - Present
Consolidated Planning, Inc. January 1998 - January 2005
John Hancock December 1995 - January 1998
Education
Clemson University 1991 — 1995
Bachelor of Science, Management, Finance, Accounting
Wilson Hall Academy 1985 — 1991
Robin Howard, CFP Robin Howard, CFP's John Hancock Experience January 2003 - September 2005
Job Financial Planning and Insurance Services.
Industry Financial Services
Experience
Howard Financial Solutions October 2002 - Present
QMS Financial January 2009 - June 2012
John Hancock January 2003 - September 2005
Skills
Retirement Planning, Strategic Financial..., Investments, Strategic Planning, Long Term Care Insurance, Banking, Health Insurance, Retirement, Fixed Annuities, Sales, Business Planning, Finance, Entrepreneurship, Strategy, Leadership, Life Insurance, Financial Services, Insurance, Budgets, IRAs, Small Business, Estate Planning, Financial Advisory, Mortgage Lending, Disability Insurance, Term Life Insurance, 401k, Wealth, Financial Planners, Long-term Care, 401k Rollovers, Universal Life, Whole Life, Financial Planning
Education
College for Financial Planning 1994 — 1996
CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Planner Board of Standards, Retirement planning, insurance planning, tax planning, estate planning
University of Florida 1978 — 1982
BSBA, Finance
Nova High School 1974 — 1977
Howard Financial Solutions October 2002 - Present
QMS Financial January 2009 - June 2012
John Hancock January 2003 - September 2005
Skills
Retirement Planning, Strategic Financial..., Investments, Strategic Planning, Long Term Care Insurance, Banking, Health Insurance, Retirement, Fixed Annuities, Sales, Business Planning, Finance, Entrepreneurship, Strategy, Leadership, Life Insurance, Financial Services, Insurance, Budgets, IRAs, Small Business, Estate Planning, Financial Advisory, Mortgage Lending, Disability Insurance, Term Life Insurance, 401k, Wealth, Financial Planners, Long-term Care, 401k Rollovers, Universal Life, Whole Life, Financial Planning
Education
College for Financial Planning 1994 — 1996
CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Planner Board of Standards, Retirement planning, insurance planning, tax planning, estate planning
University of Florida 1978 — 1982
BSBA, Finance
Nova High School 1974 — 1977
RAY HITTI RAY HITTI's John Hancock Experience May 1995 - Present
Job Product Manager, B. Braun Medical
Industry Medical Devices
Experience
B. Braun Medical May 2009 - Present
B. Braun Medical May 2009 - Present
B. Braun Medical May 2009 - Present
Pfizer Pharmaceuticals March 2009 - Present
BRAUN MEDICAL January 2009 - Present
John Hancock May 1995 - Present
Pfizer Pharmaceuticals August 1990 - Present
John Hancock May 1990 - Present
Pfizer Pharmaceuticals January 2000 - January 2009
John Hancock July 1990 - June 2000
Skills
Strategy, Sales Operations
Education
DeSales University 1996 — 1999
MBA, MARKETING
Penn State University 1993 — 1996
BS, MANAGEMENT
DeSales University, Center
MBA, marketing
Pennsylvania State University, State
BS, Management
B. Braun Medical May 2009 - Present
B. Braun Medical May 2009 - Present
B. Braun Medical May 2009 - Present
Pfizer Pharmaceuticals March 2009 - Present
BRAUN MEDICAL January 2009 - Present
John Hancock May 1995 - Present
Pfizer Pharmaceuticals August 1990 - Present
John Hancock May 1990 - Present
Pfizer Pharmaceuticals January 2000 - January 2009
John Hancock July 1990 - June 2000
Skills
Strategy, Sales Operations
Education
DeSales University 1996 — 1999
MBA, MARKETING
Penn State University 1993 — 1996
BS, MANAGEMENT
DeSales University, Center
MBA, marketing
Pennsylvania State University, State
BS, Management
Laurie Spieler's John Hancock Experience 1999 - January 2006
Job Sr. Deskside/LAN Technician at IBM Global Services
Industry Computer Networking
Experience
IBM Global Services for State Street Corp. January 2006 - Present
Investors Bank & Trust 2006 - 2008
IBM Global Services 2003 - 2008
John Hancock 1999 - January 2006
John Hancock 1999 - 2006
Tiger Investment Group 1998 - 1999
Contract Solutions 1996 - 1997
Education
Clark University
IBM Global Services for State Street Corp. January 2006 - Present
Investors Bank & Trust 2006 - 2008
IBM Global Services 2003 - 2008
John Hancock 1999 - January 2006
John Hancock 1999 - 2006
Tiger Investment Group 1998 - 1999
Contract Solutions 1996 - 1997
Education
Clark University
Alexander Ridder Alexander Ridder's John Hancock Experience June 2006 - July 2007
Job Global RPO Operations Manager
Industry Market Research
Experience
Pontoon Solutions April 2013 - Present
Denver Beer Co October 2011 - April 2014
Trimble Navigation November 2011 - March 2013
iModerate May 2009 - November 2011
Daniels College of Business September 2008 - June 2010
Wynkoop Brewing Company October 2008 - May 2010
John Hancock June 2006 - July 2007
John Hancock June 2005 - June 2006
Skills
International Relations, Sales Management, Salesforce.com, Leadership, Analysis, Management, Strategy, Microsoft Office, Sales, Program Management, Project Management, Product Management, Forecasting, Business Planning, Marketing, Business Development
Education
University of Denver - Daniels College of Business 2008 — 2010
IMBA, Concentration Consulting
Colby College 2001 — 2005
Bachelor of Science, International Studies
Kent Denver 1997 — 2001
University of Salamanca
University of Salamanca
Pontoon Solutions April 2013 - Present
Denver Beer Co October 2011 - April 2014
Trimble Navigation November 2011 - March 2013
iModerate May 2009 - November 2011
Daniels College of Business September 2008 - June 2010
Wynkoop Brewing Company October 2008 - May 2010
John Hancock June 2006 - July 2007
John Hancock June 2005 - June 2006
Skills
International Relations, Sales Management, Salesforce.com, Leadership, Analysis, Management, Strategy, Microsoft Office, Sales, Program Management, Project Management, Product Management, Forecasting, Business Planning, Marketing, Business Development
Education
University of Denver - Daniels College of Business 2008 — 2010
IMBA, Concentration Consulting
Colby College 2001 — 2005
Bachelor of Science, International Studies
Kent Denver 1997 — 2001
University of Salamanca
University of Salamanca
Hillary V. Gabbidon, MBA's John Hancock Experience January 2008 - Present
Job Creative Director for Distinct Element
Industry Apparel & Fashion
Experience
Distinct Element December 2013 - Present
John Hancock January 2008 - Present
John Hancock December 2004 - January 2008
John Hancock March 2006 - September 2006
John Hancock October 2000 - December 2004
John Hancock September 1999 - January 2001
Skills
Leadership, Management, Marketing, Program Management, Change Management, Customer Service, Process Improvement, Project Management, Insurance, Coaching, Public Speaking, Strategic Planning, Nonprofits, Business Analysis, Microsoft Excel, Microsoft Office, Relationship Management, Financial Services, Mentoring, Event Planning, Outlook, Non-profits, WordPress Design, Google Analytics
Education
Northeastern University - Graduate School of Business Administration 2009 — 2015
MBA, Marketing
Northeastern University 1992 — 1997
BA, English
Boston Latin Academy 1988 — 1992
Distinct Element December 2013 - Present
John Hancock January 2008 - Present
John Hancock December 2004 - January 2008
John Hancock March 2006 - September 2006
John Hancock October 2000 - December 2004
John Hancock September 1999 - January 2001
Skills
Leadership, Management, Marketing, Program Management, Change Management, Customer Service, Process Improvement, Project Management, Insurance, Coaching, Public Speaking, Strategic Planning, Nonprofits, Business Analysis, Microsoft Excel, Microsoft Office, Relationship Management, Financial Services, Mentoring, Event Planning, Outlook, Non-profits, WordPress Design, Google Analytics
Education
Northeastern University - Graduate School of Business Administration 2009 — 2015
MBA, Marketing
Northeastern University 1992 — 1997
BA, English
Boston Latin Academy 1988 — 1992
Lynn Blayer Lynn Blayer's John Hancock Experience May 1985 - February 1988
Job Data Manager at Salem State University
Industry Higher Education
Experience
Salem State University September 2007 - Present
Verizon 1990 - 1999
NYNEX 1990 - 1999
The Boston Company February 1988 - June 1990
John Hancock May 1985 - February 1988
Skills
Data Analysis, Higher Education, Staff Development, Program Management, Microsoft Office
Education
Suffolk University - Sawyer School of Management 1987 — 1993
MBA
Central Connecticut State University 1976 — 1980
BS, Industrial Technology
Salem State University September 2007 - Present
Verizon 1990 - 1999
NYNEX 1990 - 1999
The Boston Company February 1988 - June 1990
John Hancock May 1985 - February 1988
Skills
Data Analysis, Higher Education, Staff Development, Program Management, Microsoft Office
Education
Suffolk University - Sawyer School of Management 1987 — 1993
MBA
Central Connecticut State University 1976 — 1980
BS, Industrial Technology
Cindy Bailen's John Hancock Experience August 2007 - June 2010
Job SENIOR TECHNOLOGY EVANGELIST at Cengage Learning
Industry Writing and Editing
Experience
John Hancock August 2007 - June 2010
Fidelity Investments September 2003 - July 2007
IBM April 1994 - November 2003
Lotus Development Corporation / IBM 1998 - 2003
Skills
Technical Writing, Software Documentation, Content Management, User Experience, Training, Content Strategy, Blogging, SharePoint, Web Content, Writing, Instructional Design, E-Learning, HTML, Editing, Technical Documentation, Publishing, Web Content Management, Copywriting, Feature Articles, Documentation, Broadcast, Fundraising, Online Publishing
Education
Cornell University
B.S.
John Hancock August 2007 - June 2010
Fidelity Investments September 2003 - July 2007
IBM April 1994 - November 2003
Lotus Development Corporation / IBM 1998 - 2003
Skills
Technical Writing, Software Documentation, Content Management, User Experience, Training, Content Strategy, Blogging, SharePoint, Web Content, Writing, Instructional Design, E-Learning, HTML, Editing, Technical Documentation, Publishing, Web Content Management, Copywriting, Feature Articles, Documentation, Broadcast, Fundraising, Online Publishing
Education
Cornell University
B.S.
Jim Tindell's John Hancock Experience 1997 - 1998
Job Experienced Sales Professional.
Industry Consumer Services
Experience
US Security September 2013 - Present
Pop-A-Lock of Marshfield LLC November 2010 - July 2013
Marshfield Clinic January 2006 - June 2009
Roehl Tranportation March 2005 - September 2005
Rentway May 2003 - January 2005
Moore Security November 1998 - April 2003
John Hancock 1997 - 1998
TRW/USPS/Olsten June 1988 - January 1997
Ramada Inn 1987 - 1989
Rent-A-Center May 1987 - June 1988
Skills
Direct Sales, Locksmithing, Management, Sales, Team Building, Security, Marketing Strategy, Program Management, Customer Satisfaction, Customer Service, Sales Management, Marketing, Account Management, Training, New Business Development, Leadership, Social Media, Budgets, Social Media Marketing
Education
University of Louisville 1983 — 1997
Bachelor's Degree, Economics, 3.0 in Major
Breckinridge County High School 1979 — 1983
HS, High School
Concord Law School - Kaplan University
Doctor of Law (JD), Law
US Security September 2013 - Present
Pop-A-Lock of Marshfield LLC November 2010 - July 2013
Marshfield Clinic January 2006 - June 2009
Roehl Tranportation March 2005 - September 2005
Rentway May 2003 - January 2005
Moore Security November 1998 - April 2003
John Hancock 1997 - 1998
TRW/USPS/Olsten June 1988 - January 1997
Ramada Inn 1987 - 1989
Rent-A-Center May 1987 - June 1988
Skills
Direct Sales, Locksmithing, Management, Sales, Team Building, Security, Marketing Strategy, Program Management, Customer Satisfaction, Customer Service, Sales Management, Marketing, Account Management, Training, New Business Development, Leadership, Social Media, Budgets, Social Media Marketing
Education
University of Louisville 1983 — 1997
Bachelor's Degree, Economics, 3.0 in Major
Breckinridge County High School 1979 — 1983
HS, High School
Concord Law School - Kaplan University
Doctor of Law (JD), Law
Geraldine Burnside-Smith Geraldine Burnside-Smith's John Hancock Experience January 2006 - January 2011
Job Supervisor at We Energies
Industry Utilities
Experience
JP Morgan Chase March 2010 - August 2012
JOHN HANCOCK January 2006 - January 2011
Wikk Industries November 2005 - November 2006
A&E SERVICES August 2002 - October 2005
METAVANTE CORPORATION (FIS) January 1996 - January 2002
Skills
Strategic Planning, Leadership, Human Resources, Training, Management, Team Leadership
Education
Cardinal Stritch University 2014 — 2017
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Milwaukee Area Technical College 2010 — 2013
Associates, Management
JP Morgan Chase March 2010 - August 2012
JOHN HANCOCK January 2006 - January 2011
Wikk Industries November 2005 - November 2006
A&E SERVICES August 2002 - October 2005
METAVANTE CORPORATION (FIS) January 1996 - January 2002
Skills
Strategic Planning, Leadership, Human Resources, Training, Management, Team Leadership
Education
Cardinal Stritch University 2014 — 2017
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Milwaukee Area Technical College 2010 — 2013
Associates, Management
Bonnie Daffinee Bonnie Daffinee's John Hancock Experience July 2011 - November 2013
Job Events Coordinator at Running Wild
Industry Health, Wellness and Fitness
Experience
Running Wild August 2015 - Present
Aquilent September 2014 - June 2015
City Sports November 2013 - August 2014
Northeastern University Office of Alumni Relations March 2012 - August 2014
John Hancock July 2011 - November 2013
John Hancock Lead Dog Program 2011 - November 2013
John Hancock July 2009 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Sothebys International Realty July 2007 - January 2008
Skills
Omniture, Dreamweaver, E-commerce, Email Marketing, Web Content Management, Salesforce.com, Marketing Communications, Leadership, Online Marketing, Social Media, PowerPoint, Photoshop, Social Media Marketing, Social Networking, Facebook, Management, Teamwork
Education
Northeastern University 2007 — 2009
Communications
Cape Cod Community College 2005 — 2007
Journalism
Running Wild August 2015 - Present
Aquilent September 2014 - June 2015
City Sports November 2013 - August 2014
Northeastern University Office of Alumni Relations March 2012 - August 2014
John Hancock July 2011 - November 2013
John Hancock Lead Dog Program 2011 - November 2013
John Hancock July 2009 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Sothebys International Realty July 2007 - January 2008
Skills
Omniture, Dreamweaver, E-commerce, Email Marketing, Web Content Management, Salesforce.com, Marketing Communications, Leadership, Online Marketing, Social Media, PowerPoint, Photoshop, Social Media Marketing, Social Networking, Facebook, Management, Teamwork
Education
Northeastern University 2007 — 2009
Communications
Cape Cod Community College 2005 — 2007
Journalism
Mario Coix's John Hancock Experience September 2004 - December 2009
Job Retirement Education Specialist at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
James Merkin James Merkin's John Hancock Experience 1997 - 1998
Job DIrector of Technology
Industry Computer Software
Experience
Clinton Housing Development Company March 2014 - Present
Self Employed November 2008 - February 2014
The Brooklyn Hospital Center 2014 - 2014
DQS Software, LLC 2007 - 2008
Technical Strategies 2002 - 2006
BroadVision 2000 - 2001
BroadVision 1998 - 2000
John Hancock 1997 - 1998
Smith Barney 1993 - 1997
Education
Stanford University 2013 — 2013
Startup Engineering (online through Coursera), completed "With Distinction"
Columbia University 1988 — 1989
C Programming
New England Conservatory of Music 1977 — 1981
Music Composition
Marblehead High
Clinton Housing Development Company March 2014 - Present
Self Employed November 2008 - February 2014
The Brooklyn Hospital Center 2014 - 2014
DQS Software, LLC 2007 - 2008
Technical Strategies 2002 - 2006
BroadVision 2000 - 2001
BroadVision 1998 - 2000
John Hancock 1997 - 1998
Smith Barney 1993 - 1997
Education
Stanford University 2013 — 2013
Startup Engineering (online through Coursera), completed "With Distinction"
Columbia University 1988 — 1989
C Programming
New England Conservatory of Music 1977 — 1981
Music Composition
Marblehead High
Dennis Magarian Dennis Magarian's John Hancock Experience May 2006 - October 2009
Job Legal Analyst at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Shawn Kain, CPCU, CIC, ARe's John Hancock Experience June 1997 - December 1997
Job Vice President at Utica First Insurance Co.
Industry Insurance
Experience
Utica First Insurance Company December 1998 - Present
John Hancock June 1997 - December 1997
Metropolitan P&C January 1993 - December 1996
Skills
Insurance, Reinsurance, Property & Casualty..., Liability, Legal Liability, Casualty, Underwriting, Commercial Insurance, Inland Marine, General Insurance, Commercial Lines, Professional Liability, Umbrella Insurance, Brokers, Employment Practices..., Excess, Financial Analysis, Liability Analysis, Homeowners, CPCU, Marine Insurance, Finance, Marketing, Public Speaking, Claims Management, Risk Management, Analysis, Claim, Workers Compensation
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Portfolio Mgmt, Investment Analysis
SUNY Polytechnic Institute 1994 — 1996
BS, Finance
Utica First Insurance Company December 1998 - Present
John Hancock June 1997 - December 1997
Metropolitan P&C January 1993 - December 1996
Skills
Insurance, Reinsurance, Property & Casualty..., Liability, Legal Liability, Casualty, Underwriting, Commercial Insurance, Inland Marine, General Insurance, Commercial Lines, Professional Liability, Umbrella Insurance, Brokers, Employment Practices..., Excess, Financial Analysis, Liability Analysis, Homeowners, CPCU, Marine Insurance, Finance, Marketing, Public Speaking, Claims Management, Risk Management, Analysis, Claim, Workers Compensation
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Portfolio Mgmt, Investment Analysis
SUNY Polytechnic Institute 1994 — 1996
BS, Finance
Anjali Kaul Anjali Kaul's John Hancock Experience July 2007 - November 2011
Job Director, Marketing Services at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock July 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) June 2004 - May 2005
Skills
Marketing, Relationship Management, Financial Services, Email Marketing, Fixed Annuities, Direct Marketing, Life Insurance
Education
College of the Holy Cross 1999 — 2001
BA, Art
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock July 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) June 2004 - May 2005
Skills
Marketing, Relationship Management, Financial Services, Email Marketing, Fixed Annuities, Direct Marketing, Life Insurance
Education
College of the Holy Cross 1999 — 2001
BA, Art
Shaohua (Tom) Guan, FSA, MAAA Shaohua (Tom) Guan, FSA, MAAA's John Hancock Experience 2009 - 2010
Job Director, CCAR modeling at AIG
Industry Insurance
Experience
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
JJ Jackson JJ Jackson's John Hancock Experience December 1984 - January 1989
Job Asset/ Mgr. Mortgage Banker/ 9495006931
Industry Real Estate
Experience
Broker August 2013 - Present
Kondaur Capital Corporation September 2009 - May 2010
Castle Arch May 2009 - September 2009
E2 Wealth.com a Division Of Easyfunding.com January 2003 - September 2009
EasyFunding.com May 1990 - September 2009
John Hancock December 1984 - January 1989
Skills
Real Estate, REO, Mortgage Lending, Investment Properties, Investors, Foreclosures, Short Sales, Real Estate Economics, Loans, Investments, Real Estate Transactions, Asset Managment, First Time Home Buyers, Mortgage Banking, FHA, Loan Origination, Portfolio Management, Selling, Valuation, Private Equity, Refinance, Property, FHA financing, Financial Structuring, Real Estate Financing, Venture Capital, Loss Mitigation, Certified Mortgage..., Brokerage, Credit, Mergers, Banking, Residential Mortgages, Residential Homes, Real Estate Development, Reverse Mortgages, Funding, Loan Servicing, Mergers & Acquisitions, VA loans, Condos, Finance, Asset Management, USDA, Construction Loans, Underwriting, Disposition, Commercial Lending, Commercial Real Estate, HUD
Education
Cerritos College 1974 — 1976
BS (Control DATA), Computer Programing
Broker August 2013 - Present
Kondaur Capital Corporation September 2009 - May 2010
Castle Arch May 2009 - September 2009
E2 Wealth.com a Division Of Easyfunding.com January 2003 - September 2009
EasyFunding.com May 1990 - September 2009
John Hancock December 1984 - January 1989
Skills
Real Estate, REO, Mortgage Lending, Investment Properties, Investors, Foreclosures, Short Sales, Real Estate Economics, Loans, Investments, Real Estate Transactions, Asset Managment, First Time Home Buyers, Mortgage Banking, FHA, Loan Origination, Portfolio Management, Selling, Valuation, Private Equity, Refinance, Property, FHA financing, Financial Structuring, Real Estate Financing, Venture Capital, Loss Mitigation, Certified Mortgage..., Brokerage, Credit, Mergers, Banking, Residential Mortgages, Residential Homes, Real Estate Development, Reverse Mortgages, Funding, Loan Servicing, Mergers & Acquisitions, VA loans, Condos, Finance, Asset Management, USDA, Construction Loans, Underwriting, Disposition, Commercial Lending, Commercial Real Estate, HUD
Education
Cerritos College 1974 — 1976
BS (Control DATA), Computer Programing
Rich Dronia Rich Dronia's John Hancock Experience July 2013 - Present
Job Network Engineer
Industry Information Technology and Services
Experience
John Hancock July 2013 - Present
REIT Management and Research December 2012 - June 2013
Digital Federal Credit Union July 2012 - November 2012
Citizens Bank July 2011 - December 2011
NTT DATA 1999 - 2011
Solarcom - Presidio 1995 - 1999
AETNA LIFE & CASUALTY, Property and Casualty Division 1992 - 1995
AETNA LIFE & CASUALTY, Aetna Health Plans 1985 - 1992
Skills
Cisco Technologies, Firewalls, Network Security, Switches, VPN, Vendor Management, WAN, BGP, Cisco Nexus, Security, Routers, Routing, OSPF, Cisco Routers, EIGRP, Servers, Data Center, MPLS
Education
Central Connecticut State University
BS, Industrial Technology and Business Administration
John Hancock July 2013 - Present
REIT Management and Research December 2012 - June 2013
Digital Federal Credit Union July 2012 - November 2012
Citizens Bank July 2011 - December 2011
NTT DATA 1999 - 2011
Solarcom - Presidio 1995 - 1999
AETNA LIFE & CASUALTY, Property and Casualty Division 1992 - 1995
AETNA LIFE & CASUALTY, Aetna Health Plans 1985 - 1992
Skills
Cisco Technologies, Firewalls, Network Security, Switches, VPN, Vendor Management, WAN, BGP, Cisco Nexus, Security, Routers, Routing, OSPF, Cisco Routers, EIGRP, Servers, Data Center, MPLS
Education
Central Connecticut State University
BS, Industrial Technology and Business Administration
Benjamin Hein, CFA CIPM CFP® Benjamin Hein, CFA CIPM CFP®'s John Hancock Experience September 1996 - May 2000
Job Investment and wealth management executive (COO, CIO, President)
Industry Investment Management
Experience
BigSur Partners October 2014 - Present
EFG Capital Advisors, Inc. September 2007 - September 2014
SunTrust Bank September 2000 - September 2007
John Hancock September 1996 - May 2000
BHF-BANK June 1994 - June 1996
Skills
Investment Management, Portfolio Management, Asset Allocation, Private Clients, Wealth Management, Alternative Investments, Financial Futures, Commodity Markets, Real Estate, Hedge Funds, Private Equity, Operational Due..., Manager Selection, Fixed Income, Equities, Performance Measurement, Investment Compliance, Investment Advisor..., Registered Investment..., Offshore Funds, Fund Directorships, Fund Regulation, Fund Administration, Operational Risk..., Risk Management, Audit Management, Series 3, Series 7, Series 65, Banking, Securities, Asset Management, Capital Markets, Investment Banking, Due Diligence, Operational Risk, Private Banking, Financial Modeling, Investments, Management, Leadership, Mutual Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Economics & European Studies
Columbia University in the City of New York 1987 — 1991
B.A., Economics, German, Portuguese
BigSur Partners October 2014 - Present
EFG Capital Advisors, Inc. September 2007 - September 2014
SunTrust Bank September 2000 - September 2007
John Hancock September 1996 - May 2000
BHF-BANK June 1994 - June 1996
Skills
Investment Management, Portfolio Management, Asset Allocation, Private Clients, Wealth Management, Alternative Investments, Financial Futures, Commodity Markets, Real Estate, Hedge Funds, Private Equity, Operational Due..., Manager Selection, Fixed Income, Equities, Performance Measurement, Investment Compliance, Investment Advisor..., Registered Investment..., Offshore Funds, Fund Directorships, Fund Regulation, Fund Administration, Operational Risk..., Risk Management, Audit Management, Series 3, Series 7, Series 65, Banking, Securities, Asset Management, Capital Markets, Investment Banking, Due Diligence, Operational Risk, Private Banking, Financial Modeling, Investments, Management, Leadership, Mutual Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Economics & European Studies
Columbia University in the City of New York 1987 — 1991
B.A., Economics, German, Portuguese
Fady Chaccour, RFC®, ChFC®'s John Hancock Experience August 1990 - April 1994
Job Founder|Chartered Financial Consultant® My Advisors Group
Industry Financial Services
Experience
My Advisors Group January 2010 - Present
River Financial Group 2003 - Present
ValMark Securities 2003 - Present
River Financial Group 2003 - October 2009
GFG/MassMutual 1999 - 2003
MassMutual 1997 - 2003
GFG/MassMutual 1997 - 2003
Financial Directions 2000 1994 - 1997
USMC 1990 - 1996
John Hancock August 1990 - April 1994
Skills
Wealth Management..., Wealth Management, Risk Managemenmt, Business Planning, Retirement Planning, Strategic Financial..., Management, Estate Planning, Financial Services, Risk Management, Retirement, Investments, Finance, Insurance, Securities, Small Business, General Insurance, Commercial Insurance, Asset Allocation, 401k, Strategy, Mutual Funds, Financial Advisory, Employee Benefits, Strategic Planning
Education
Cleveland State University 1988 — 1990
Finance and Economics
Cuyahoga Community College 1986 — 1988
Business
Notre Dame De Jamhour 1982 — 1986
College Des Peres Antonins 1973 — 1982
My Advisors Group January 2010 - Present
River Financial Group 2003 - Present
ValMark Securities 2003 - Present
River Financial Group 2003 - October 2009
GFG/MassMutual 1999 - 2003
MassMutual 1997 - 2003
GFG/MassMutual 1997 - 2003
Financial Directions 2000 1994 - 1997
USMC 1990 - 1996
John Hancock August 1990 - April 1994
Skills
Wealth Management..., Wealth Management, Risk Managemenmt, Business Planning, Retirement Planning, Strategic Financial..., Management, Estate Planning, Financial Services, Risk Management, Retirement, Investments, Finance, Insurance, Securities, Small Business, General Insurance, Commercial Insurance, Asset Allocation, 401k, Strategy, Mutual Funds, Financial Advisory, Employee Benefits, Strategic Planning
Education
Cleveland State University 1988 — 1990
Finance and Economics
Cuyahoga Community College 1986 — 1988
Business
Notre Dame De Jamhour 1982 — 1986
College Des Peres Antonins 1973 — 1982
John Roy's John Hancock Experience May 1997 - February 2005
Job CIO Advisory Services at KPMG
Industry Management Consulting
Experience
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
Patricia Hubbard's John Hancock Experience December 2005 - March 2006
Job Tech Writer/Consultant at SimplexGrinnell and Owner, Tech Writers Network, Inc.
Industry Computer & Network Security
Experience
Tech Writers Network, Inc. IT ConsultantLiberty MutualJuly 2006 - October 2006
Aircuity, Inc. April 2006 - July 2006
John Hancock December 2005 - March 2006
SimplexGrinnell March 2005 - May 2005
Education
Capella University
MS Information Technology
Massachusetts School of Law 1999 — 2003
Law, Security
Emmanuel College 1996 — 1999
BS Business Administration, Management
Tech Writers Network, Inc. IT ConsultantLiberty MutualJuly 2006 - October 2006
Aircuity, Inc. April 2006 - July 2006
John Hancock December 2005 - March 2006
SimplexGrinnell March 2005 - May 2005
Education
Capella University
MS Information Technology
Massachusetts School of Law 1999 — 2003
Law, Security
Emmanuel College 1996 — 1999
BS Business Administration, Management
Robert J. Anderson Jr. MBA, CRPC's John Hancock Experience August 2000 - March 2005
Job District Manager at ADP
Industry Human Resources
Experience
ADP July 2015 - Present
Oracle March 2013 - July 2015
Oracle October 2010 - March 2013
Wolters Kluwer Financial Services October 2008 - February 2010
John Hancock Financial Services May 2005 - October 2008
John Hancock August 2000 - March 2005
Skills
Sales, Salesforce.com, Insurance, Customer Service, Management, Research, Six Sigma, Sales Presentations, Account Management, Marketing, Relationship Management, New Business Development, Product Marketing, Sales Management, Business Development, Sales Operations, SaaS, Product Management, Selling, B2B, Leadership
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Consultant
Regis University 2002 — 2004
MBA, Management
Fairfield University 1996 — 2000
B.S., Marketing
Saint John's Prep, Danvers 1992 — 1996
ADP July 2015 - Present
Oracle March 2013 - July 2015
Oracle October 2010 - March 2013
Wolters Kluwer Financial Services October 2008 - February 2010
John Hancock Financial Services May 2005 - October 2008
John Hancock August 2000 - March 2005
Skills
Sales, Salesforce.com, Insurance, Customer Service, Management, Research, Six Sigma, Sales Presentations, Account Management, Marketing, Relationship Management, New Business Development, Product Marketing, Sales Management, Business Development, Sales Operations, SaaS, Product Management, Selling, B2B, Leadership
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Consultant
Regis University 2002 — 2004
MBA, Management
Fairfield University 1996 — 2000
B.S., Marketing
Saint John's Prep, Danvers 1992 — 1996
Steve Colamaria's John Hancock Experience 2001 - 2002
Job Architect / VP at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 2006 - Present
Standard & Poor's 2002 - 2006
John Hancock Financial Services January 2001 - February 2002
John Hancock 2001 - 2002
marchFIRST 2000 - 2001
Electronic Data Systems August 1998 - May 2000
Skills
Trading Systems, SDLC, Requirements Analysis, Fixed Income, Equities, Capital Markets, Agile Methodologies, Enterprise Architecture, Business Analysis, Derivatives, Java, Software Development
Education
Cornell University 1994 — 1998
BS, Computer Science
Bank of New York Mellon December 2006 - Present
Standard & Poor's 2002 - 2006
John Hancock Financial Services January 2001 - February 2002
John Hancock 2001 - 2002
marchFIRST 2000 - 2001
Electronic Data Systems August 1998 - May 2000
Skills
Trading Systems, SDLC, Requirements Analysis, Fixed Income, Equities, Capital Markets, Agile Methodologies, Enterprise Architecture, Business Analysis, Derivatives, Java, Software Development
Education
Cornell University 1994 — 1998
BS, Computer Science
Frank Cheung's John Hancock Experience July 2007 - November 2007
Job Software Engineer
Industry Computer Software
Experience
Gila LLC March 2015 - Present
The New Office, Inc. (TNO) February 2013 - March 2015
Raba Kistner, Inc. November 2010 - January 2013
International Studies Abroad May 2009 - November 2010
Cash-N-Advance December 2008 - March 2009
John Hancock July 2007 - November 2007
Directron.com February 2004 - June 2007
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, ASP.NET MVC, PHP, PostgreSQL, TFS, CVS, Crystal Reports, Wordpress, Access, jQuery, CSS, MySQL, Visual Studio, SQL, Software Development, Web Applications, WordPress, Web Services
Education
Southern Methodist University 2002 — 2003
M.S., Computer Engineering
University of California, Berkeley 1999 — 2001
B.S., Electrical Engineering & Computer Science
De Anza College 1997 — 1999
Gila LLC March 2015 - Present
The New Office, Inc. (TNO) February 2013 - March 2015
Raba Kistner, Inc. November 2010 - January 2013
International Studies Abroad May 2009 - November 2010
Cash-N-Advance December 2008 - March 2009
John Hancock July 2007 - November 2007
Directron.com February 2004 - June 2007
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, ASP.NET MVC, PHP, PostgreSQL, TFS, CVS, Crystal Reports, Wordpress, Access, jQuery, CSS, MySQL, Visual Studio, SQL, Software Development, Web Applications, WordPress, Web Services
Education
Southern Methodist University 2002 — 2003
M.S., Computer Engineering
University of California, Berkeley 1999 — 2001
B.S., Electrical Engineering & Computer Science
De Anza College 1997 — 1999
Dean Staroselskiy's John Hancock Experience March 2007 - December 2008
Job Regional Sales Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) December 2008 - June 2010
John Hancock March 2007 - December 2008
Skills
Series 6, Profit Sharing, Series 63, 401k, Retirement Plan..., Retirement, Fixed Annuities, FINRA, ERISA, Defined Benefit, Retirement Planning, Pensions, Asset Allocation, Life Insurance, Variable Annuities, Variable Life, Cash Balance, Safe Harbor, Series 7
Education
Drake University 2000 — 2003
BA, Public Relations
Drake University 2000 — 2003
MassMutual Financial Group November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) December 2008 - June 2010
John Hancock March 2007 - December 2008
Skills
Series 6, Profit Sharing, Series 63, 401k, Retirement Plan..., Retirement, Fixed Annuities, FINRA, ERISA, Defined Benefit, Retirement Planning, Pensions, Asset Allocation, Life Insurance, Variable Annuities, Variable Life, Cash Balance, Safe Harbor, Series 7
Education
Drake University 2000 — 2003
BA, Public Relations
Drake University 2000 — 2003
Erin Mandracchia's John Hancock Experience April 2008 - June 2011
Job Certified Tax Preparer at Liberty Tax Service
Industry Hospital & Health Care
Experience
Liberty Tax Service January 2012 - Present
John Hancock April 2008 - June 2011
Skills
Outlook, Data Analysis, Customer Service, Nonprofits, PowerPoint, Budgets, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Negotiation, Community Outreach, Insurance, Data Entry, Process Improvement, Event Planning, Leadership, Public Speaking, Training
Education
Southern New Hampshire University 2011 — 2015
MS, Accounting
David Lipscomb University 2004 — 2007
Bachelor of Science, Kinesiology and Exercise Science
Davidson College 2003 — 2004
Liberal Arts, Liberal Arts
Liberty Tax Service January 2012 - Present
John Hancock April 2008 - June 2011
Skills
Outlook, Data Analysis, Customer Service, Nonprofits, PowerPoint, Budgets, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Negotiation, Community Outreach, Insurance, Data Entry, Process Improvement, Event Planning, Leadership, Public Speaking, Training
Education
Southern New Hampshire University 2011 — 2015
MS, Accounting
David Lipscomb University 2004 — 2007
Bachelor of Science, Kinesiology and Exercise Science
Davidson College 2003 — 2004
Liberal Arts, Liberal Arts
Kaylie McCann's John Hancock Experience May 2004 - May 2006
Job Manager, Sales Engagement at Foresters, an international memberbased, familyfocused life insurance
Industry Financial Services
Experience
Foresters April 2010 - Present
Dynamic Funds May 2007 - September 2009
CIBC Asset Management May 2006 - May 2007
John Hancock May 2004 - May 2006
Manulife Financial November 1996 - May 2004
Skills
Project Management, Strategic Planning, Investments, Marketing Strategy, Financial Services, Marketing Communications, Relationship Management, Marketing, Team Leadership, Vendor Management, Business Analysis, Mutual Funds, Integrated Marketing, Team Management, Management, Strategy, Sales, Product Development, Analysis, Business Process, New Business Development, Insurance, Budgets, Leadership, Risk Management, CRM, Finance
Education
Canisius College
BA, Education
Carleton University
BA, Law
McMaster University
BA Honours, Political Science
Foresters April 2010 - Present
Dynamic Funds May 2007 - September 2009
CIBC Asset Management May 2006 - May 2007
John Hancock May 2004 - May 2006
Manulife Financial November 1996 - May 2004
Skills
Project Management, Strategic Planning, Investments, Marketing Strategy, Financial Services, Marketing Communications, Relationship Management, Marketing, Team Leadership, Vendor Management, Business Analysis, Mutual Funds, Integrated Marketing, Team Management, Management, Strategy, Sales, Product Development, Analysis, Business Process, New Business Development, Insurance, Budgets, Leadership, Risk Management, CRM, Finance
Education
Canisius College
BA, Education
Carleton University
BA, Law
McMaster University
BA Honours, Political Science
Chris Rossi's John Hancock Experience 2005 - 2006
Job Sales Professional at ResMed Corp
Industry Medical Devices
Experience
ResMed March 2013 - Present
Toastmasters International August 2013 - Present
Financial Sales Professional July 2006 - March 2013
John Hancock 2005 - 2006
Pioneer Investments 2001 - 2005
Skills
Public Speaking, Sleep Medicine, Sales Presentations, Wholesaling, Strategic Financial..., Estate Planning, Social Security, Series 7, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Series 6, FINRA, Asset Allocation, 401k, FINRA Series 6, Alternative Investments, Retirement, Uniform Combined State..., Series 24, Securities, Wholesale, Customer Service, Sales
Education
Colgate University 1997 — 2001
BA, Sociology & Anthropology
Providence Country Day 1990 — 1997
ResMed March 2013 - Present
Toastmasters International August 2013 - Present
Financial Sales Professional July 2006 - March 2013
John Hancock 2005 - 2006
Pioneer Investments 2001 - 2005
Skills
Public Speaking, Sleep Medicine, Sales Presentations, Wholesaling, Strategic Financial..., Estate Planning, Social Security, Series 7, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Series 6, FINRA, Asset Allocation, 401k, FINRA Series 6, Alternative Investments, Retirement, Uniform Combined State..., Series 24, Securities, Wholesale, Customer Service, Sales
Education
Colgate University 1997 — 2001
BA, Sociology & Anthropology
Providence Country Day 1990 — 1997
Kathy Levatich's John Hancock Experience July 1982 - December 1984
Job Actuarial Analyst at Burke Group
Industry Financial Services
Experience
Burke Group LLC September 1999 - Present
First Niagara Benefits Consulting October 2005 - April 2011
Burke Group September 1999 - October 2005
KPMG Peat Marwick September 1985 - December 1990
John Hancock July 1982 - December 1984
Skills
Microsoft Excel, Pensions, Actuarial Science
Education
Colgate University 1978 — 1982
BA, Mathematics
Ithaca High School
Burke Group LLC September 1999 - Present
First Niagara Benefits Consulting October 2005 - April 2011
Burke Group September 1999 - October 2005
KPMG Peat Marwick September 1985 - December 1990
John Hancock July 1982 - December 1984
Skills
Microsoft Excel, Pensions, Actuarial Science
Education
Colgate University 1978 — 1982
BA, Mathematics
Ithaca High School
Todd Emmel's John Hancock Experience August 2003 - Present
Job VP at John Hancock
Industry Financial Services
Experience
John Hancock August 2003 - Present
Take-Two Interactive Software, Inc. February 2002 - March 2007
UBS February 1990 - June 1998
Skills
Credit, Credit Analysis, Portfolio Management, Financial Modeling, Investments, Securitization, Vendor Management, Mergers, Private Equity, Financial Structuring, Asset Management, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
John Hancock August 2003 - Present
Take-Two Interactive Software, Inc. February 2002 - March 2007
UBS February 1990 - June 1998
Skills
Credit, Credit Analysis, Portfolio Management, Financial Modeling, Investments, Securitization, Vendor Management, Mergers, Private Equity, Financial Structuring, Asset Management, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Robert Touhey's John Hancock Experience 2000 - 2006
Job mgr at ibm
Industry Information Technology and Services
Experience
ibm SDMIBM Global Services2004 - Present
John Hancock 2000 - 2006
Education
Cambridge College 1993 — 1995
ibm SDMIBM Global Services2004 - Present
John Hancock 2000 - 2006
Education
Cambridge College 1993 — 1995
Antonello Bianco, PMP's John Hancock Experience August 1991 - August 1994
Job Manager, Project Management
Industry Information Technology and Services
Experience
IPC Systems, Inc. February 2012 - Present
Align Communications September 1997 - February 2012
Brite Voice Systems May 1996 - February 1998
SIAC July 1995 - May 1996
Smith Barney August 1994 - July 1995
John Hancock August 1991 - August 1994
Skills
ITIL, VoIP, Project Management, Vendor Management, Six Sigma, Data Center, PMP, Disaster Recovery, Project Portfolio..., PMO, IT Strategy, Telecommunications, IT Service Management, IT Management, Program Management, Managed Services, Project Delivery, Infrastructure, Resource Management, Cisco Technologies, Unified Communications, Certified Project..., Business Continuity, MS Project, Visio, Professional Services, IT Operations, Process Improvement, Avaya, Virtualization, PMI, Change Management, Project Planning, Cisco Call Manager, Call Centers, System Administration, VMware, Switches, Networking, Service Delivery, System Deployment
Education
Pace University 1992 — 1995
M. S., Telecommunications & Info Technology
City University of New York-College of Staten Island 1984 — 1990
B.S.E.S., Engineering Science, Electrical Eng.
IPC Systems, Inc. February 2012 - Present
Align Communications September 1997 - February 2012
Brite Voice Systems May 1996 - February 1998
SIAC July 1995 - May 1996
Smith Barney August 1994 - July 1995
John Hancock August 1991 - August 1994
Skills
ITIL, VoIP, Project Management, Vendor Management, Six Sigma, Data Center, PMP, Disaster Recovery, Project Portfolio..., PMO, IT Strategy, Telecommunications, IT Service Management, IT Management, Program Management, Managed Services, Project Delivery, Infrastructure, Resource Management, Cisco Technologies, Unified Communications, Certified Project..., Business Continuity, MS Project, Visio, Professional Services, IT Operations, Process Improvement, Avaya, Virtualization, PMI, Change Management, Project Planning, Cisco Call Manager, Call Centers, System Administration, VMware, Switches, Networking, Service Delivery, System Deployment
Education
Pace University 1992 — 1995
M. S., Telecommunications & Info Technology
City University of New York-College of Staten Island 1984 — 1990
B.S.E.S., Engineering Science, Electrical Eng.
Ashok George's John Hancock Experience June 1997 - May 2003
Job Information Security Analyst
Industry Information Technology and Services
Experience
Ensco plc September 2012 - February 2015
Accenture September 2011 - September 2012
IBM June 2003 - March 2010
John Hancock June 1997 - May 2003
Skills
MobileIron, QRadar, Security Awareness, Security, Apple DEP, Mobile Device Management, Security Patch..., IT Security Policies, Cyber-security, Metasploit, Vulnerability Scanning, Cyphort, NeXpose, GSEC, Process Improvement, SIEM, FireEye, Enterprise Software, Change Management, Networking, System Deployment, Servers, CRM, Apple VPP, Management, Leadership, Enterprise Architecture, Analysis, Business Process, Project Planning, Technical Support, Firewalls, Infrastructure, Hardware, SDLC, Integration, Business Analysis, Information Security, Vulnerability Assessment
Education
Northeastern University - Graduate School of Business Administration 1995 — 1998
MIS, Business
Ensco plc September 2012 - February 2015
Accenture September 2011 - September 2012
IBM June 2003 - March 2010
John Hancock June 1997 - May 2003
Skills
MobileIron, QRadar, Security Awareness, Security, Apple DEP, Mobile Device Management, Security Patch..., IT Security Policies, Cyber-security, Metasploit, Vulnerability Scanning, Cyphort, NeXpose, GSEC, Process Improvement, SIEM, FireEye, Enterprise Software, Change Management, Networking, System Deployment, Servers, CRM, Apple VPP, Management, Leadership, Enterprise Architecture, Analysis, Business Process, Project Planning, Technical Support, Firewalls, Infrastructure, Hardware, SDLC, Integration, Business Analysis, Information Security, Vulnerability Assessment
Education
Northeastern University - Graduate School of Business Administration 1995 — 1998
MIS, Business
Brandon Leyro's John Hancock Experience Business AnalystJohn Hancock Life Insurance Company U.S.A.2007 - Present
Job Consultant at John Hancock
Industry Insurance
Experience
John Hancock Business AnalystJohn Hancock Life Insurance Company U.S.A.2007 - Present
John Hancock - Group Long-Term Care 2007 - Present
Education
Colby College 1996 — 2000
BA, Philosophy
John Hancock Business AnalystJohn Hancock Life Insurance Company U.S.A.2007 - Present
John Hancock - Group Long-Term Care 2007 - Present
Education
Colby College 1996 — 2000
BA, Philosophy
Lisa Kinard Brown's John Hancock Experience October 2003 - October 2007
Job Managing Director Emerging Markets
Industry Financial Services
Experience
Mass Mutual April 2013 - Present
Transamerica Retirement Services September 2007 - April 2013
John Hancock October 2003 - October 2007
Enterprise Capital November 1997 - October 2003
Enterprise Capital Managment 1997 - October 2003
Enterprise Group of Funds 1997 - 2003
AXA Enterprise 1997 - 2002
Enterprise Capital Management 1997 - 2002
Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63
Education
College of Charleston 1990 — 1997
Bachelor's of Science, Business Administration and Management, General
Mass Mutual April 2013 - Present
Transamerica Retirement Services September 2007 - April 2013
John Hancock October 2003 - October 2007
Enterprise Capital November 1997 - October 2003
Enterprise Capital Managment 1997 - October 2003
Enterprise Group of Funds 1997 - 2003
AXA Enterprise 1997 - 2002
Enterprise Capital Management 1997 - 2002
Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63
Education
College of Charleston 1990 — 1997
Bachelor's of Science, Business Administration and Management, General
Joe Damaris's John Hancock Experience April 1993 - April 1998
Job Application Manager at OneBeacon
Industry Insurance
Experience
OneBeacon Insurance November 2001 - Present
John Hancock April 1993 - April 1998
Skills
General Insurance, Requirements Gathering, Business Analysis, Property & Casualty..., SDLC, Insurance, Vendor Management, Business Requirements
Education
D'Amore-McKim School of Business at Northeastern University 1982 — 1986
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1976 — 1980
BBA, Marketing
OneBeacon Insurance November 2001 - Present
John Hancock April 1993 - April 1998
Skills
General Insurance, Requirements Gathering, Business Analysis, Property & Casualty..., SDLC, Insurance, Vendor Management, Business Requirements
Education
D'Amore-McKim School of Business at Northeastern University 1982 — 1986
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1976 — 1980
BBA, Marketing
Canice Farrell's John Hancock Experience July 2000 - March 2002
Job Business Technology Instructor at Boston Public Schools
Industry Education Management
Experience
Boston Public Schools September 2014 - Present
COAP Consulting & Management Services, LLC June 2005 - Present
Boston Public Schools November 2012 - September 2014
Boston Public Schools March 2004 - November 2012
John Hancock July 2000 - March 2002
Skills
Budgets, Project Planning, Event Planning, Strategic Planning, Management, Microsoft Office, Customer Service, Microsoft Excel, Change Management, PowerPoint, Project Management, Staff Development, Leadership, Teaching, Nonprofits, Public Speaking, Organizational..., Research, Coaching, Leadership Development, Team Leadership, Team Building, Higher Education, Community Outreach, Program Management, Government, Curriculum Development, Program Development, Program Evaluation, Grant Writing
Education
Colorado Technical University 2005 — 2006
MS, Business Management
University of Massachusetts Boston 2000 — 2005
BS, Management
Roxbury Community College 1998 — 2000
AS, Accounting
Boston Public Schools September 2014 - Present
COAP Consulting & Management Services, LLC June 2005 - Present
Boston Public Schools November 2012 - September 2014
Boston Public Schools March 2004 - November 2012
John Hancock July 2000 - March 2002
Skills
Budgets, Project Planning, Event Planning, Strategic Planning, Management, Microsoft Office, Customer Service, Microsoft Excel, Change Management, PowerPoint, Project Management, Staff Development, Leadership, Teaching, Nonprofits, Public Speaking, Organizational..., Research, Coaching, Leadership Development, Team Leadership, Team Building, Higher Education, Community Outreach, Program Management, Government, Curriculum Development, Program Development, Program Evaluation, Grant Writing
Education
Colorado Technical University 2005 — 2006
MS, Business Management
University of Massachusetts Boston 2000 — 2005
BS, Management
Roxbury Community College 1998 — 2000
AS, Accounting
Lynne (Callahan) Zak's John Hancock Experience November 1987 - April 1995
Job Graphic Designer at Covidien
Industry Graphic Design
Experience
Covidien 2009 - Present
FAST, A Microsoft Subsidiary March 2008 - October 2008
Monster October 2006 - March 2008
Gillette April 1995 - August 2006
John Hancock November 1987 - April 1995
Skills
Adobe Acrobat, Graphics
Education
Northeastern University 1998 — 2002
BA
Dean College 1985 — 1987
AS
Covidien 2009 - Present
FAST, A Microsoft Subsidiary March 2008 - October 2008
Monster October 2006 - March 2008
Gillette April 1995 - August 2006
John Hancock November 1987 - April 1995
Skills
Adobe Acrobat, Graphics
Education
Northeastern University 1998 — 2002
BA
Dean College 1985 — 1987
AS
Anthony John's John Hancock Experience June 2004 - May 2009
Job Fairview Partners
Industry Financial Services
Experience
Fairview Partners January 2015 - Present
Russell Investments August 2010 - January 2015
John Hancock June 2004 - May 2009
Chapman University August 2001 - June 2004
Skills
Mutual Funds, Investments, Sales, Series 7, Microsoft Office, Finance, Customer Service, Microsoft Excel, Series 63, Fixed Annuities
Education
Seattle University 2010 — 2013
MBA, Business Valuation
Chapman University 2000 — 2004
Bachelor of Science (BS), Business Administration
Fairview Partners January 2015 - Present
Russell Investments August 2010 - January 2015
John Hancock June 2004 - May 2009
Chapman University August 2001 - June 2004
Skills
Mutual Funds, Investments, Sales, Series 7, Microsoft Office, Finance, Customer Service, Microsoft Excel, Series 63, Fixed Annuities
Education
Seattle University 2010 — 2013
MBA, Business Valuation
Chapman University 2000 — 2004
Bachelor of Science (BS), Business Administration
Bradford Watters's John Hancock Experience 1982 - 1996
Job Redevelopment Pastor at Grace Congregational United Church of Christ
Industry Religious Institutions
Experience
EDCO Collaborative 2002 - Present
Grace Congregational United Church of Christ July 2006 - July 2015
Lake View Congregational Church, UCC January 2003 - June 2006
Dataware Solutions, Inc. January 1997 - September 2002
John Hancock 1982 - 1996
Clearway School, Inc. September 1975 - June 1981
Lyndeboro Learning Center August 1971 - May 1972
Skills
Theology, Community Outreach, Pastoral Care, Preaching, Non-profits, Teaching, Religion, Liturgy, Religious Studies, Discipleship, Biblical Studies, Nonprofits, Pastoral Counseling, Workshop Facilitation, Spiritual Direction, Youth Ministry, Volunteer Management, Social Justice, Program Development, Church Events, Stewardship, Fundraising, Community Organizing, Conflict Resolution, Grief Counseling, Leadership Development, Volunteer Training, Adult Education, Public Speaking, Curriculum Design, Gospel, Board Development, Grant Writing, Community Development, Student Affairs, Staff Development, Student Development, Youth Development, Missions, Social Services, Grants, Event Planning, Psychotherapy, Newsletters, Compassion, Editing, Curriculum Development, Church Growth, Higher Education
Education
Andover Newton Theological School 1996 — 2005
M.Div.
Lesley University 1977 — 1979
M.Ed.
Dartmouth College 1967 — 1971
BA, Art History
West Morris Regional High School 1963 — 1971
HS
EDCO Collaborative 2002 - Present
Grace Congregational United Church of Christ July 2006 - July 2015
Lake View Congregational Church, UCC January 2003 - June 2006
Dataware Solutions, Inc. January 1997 - September 2002
John Hancock 1982 - 1996
Clearway School, Inc. September 1975 - June 1981
Lyndeboro Learning Center August 1971 - May 1972
Skills
Theology, Community Outreach, Pastoral Care, Preaching, Non-profits, Teaching, Religion, Liturgy, Religious Studies, Discipleship, Biblical Studies, Nonprofits, Pastoral Counseling, Workshop Facilitation, Spiritual Direction, Youth Ministry, Volunteer Management, Social Justice, Program Development, Church Events, Stewardship, Fundraising, Community Organizing, Conflict Resolution, Grief Counseling, Leadership Development, Volunteer Training, Adult Education, Public Speaking, Curriculum Design, Gospel, Board Development, Grant Writing, Community Development, Student Affairs, Staff Development, Student Development, Youth Development, Missions, Social Services, Grants, Event Planning, Psychotherapy, Newsletters, Compassion, Editing, Curriculum Development, Church Growth, Higher Education
Education
Andover Newton Theological School 1996 — 2005
M.Div.
Lesley University 1977 — 1979
M.Ed.
Dartmouth College 1967 — 1971
BA, Art History
West Morris Regional High School 1963 — 1971
HS
Laura Bund's John Hancock Experience June 2002 - Present
Job Senior Learning & Development Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock June 2002 - Present
Education
Drew University 1976 — 1980
John Hancock June 2002 - Present
Education
Drew University 1976 — 1980
Will Paolino's John Hancock Experience 1997 - 2000
Job
Industry Investment Management
Experience
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Laura Bund's John Hancock Experience June 2002 - October 2010
Job Training Specialist at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare 2011 - Present
John Hancock June 2002 - October 2010
Korn/Ferry International 2000 - 2001
New England Finanial 1993 - 1995
New England Financial 1983 - 1993
Skills
Onboarding, Project Management, Leadership, Training, Talent Management, Human Resources, Strategy, Performance Management, Organizational..., Management, Recruiting, Process Improvement, Vendor Management, Leadership Development, Employee Engagement
Education
Drew University
BA, Economics (cum laude)
Partners HealthCare 2011 - Present
John Hancock June 2002 - October 2010
Korn/Ferry International 2000 - 2001
New England Finanial 1993 - 1995
New England Financial 1983 - 1993
Skills
Onboarding, Project Management, Leadership, Training, Talent Management, Human Resources, Strategy, Performance Management, Organizational..., Management, Recruiting, Process Improvement, Vendor Management, Leadership Development, Employee Engagement
Education
Drew University
BA, Economics (cum laude)
Demeko Taylor's John Hancock Experience November 2005 - April 2007
Job Licensed Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group May 2014 - Present
ReMax Premier Properties June 2012 - May 2014
Traders Capital LLC. March 2008 - May 2011
John Hancock November 2005 - April 2007
Chase March 1999 - January 2005
Skills
Sales, First Time Home Buyers, Investment Properties, Sellers, Investors, Real Estate Transactions
Education
Columbia College Chicago 1999 — 2005
Marketing Comminications, Public Relations/Image Management
Berkshire Hathaway HomeServices KoenigRubloff Realty Group May 2014 - Present
ReMax Premier Properties June 2012 - May 2014
Traders Capital LLC. March 2008 - May 2011
John Hancock November 2005 - April 2007
Chase March 1999 - January 2005
Skills
Sales, First Time Home Buyers, Investment Properties, Sellers, Investors, Real Estate Transactions
Education
Columbia College Chicago 1999 — 2005
Marketing Comminications, Public Relations/Image Management
Ian Birtch's John Hancock Experience May 2004 - November 2004
Job Fixed Income Product Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management September 2014 - Present
Northern Trust Asset Management October 2012 - September 2014
Northern Trust Asset Management August 2009 - October 2012
Northern Trust Corporation February 2006 - August 2009
U.S. Bank November 2004 - February 2006
John Hancock May 2004 - November 2004
Skills
Investments, Mutual Funds, Bloomberg, Securities, Fixed Income, Analysis, Financial Services, Valuation, Leadership, Asset Allocation, Equities, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Fund Accounting, Fund Of Funds, Investment Management, Portfolio Management, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Financial Management & Control
University of Wisconsin-Whitewater 2000 — 2004
Bachelor of Science, Finance
Catholic Memorial
Northern Trust Asset Management September 2014 - Present
Northern Trust Asset Management October 2012 - September 2014
Northern Trust Asset Management August 2009 - October 2012
Northern Trust Corporation February 2006 - August 2009
U.S. Bank November 2004 - February 2006
John Hancock May 2004 - November 2004
Skills
Investments, Mutual Funds, Bloomberg, Securities, Fixed Income, Analysis, Financial Services, Valuation, Leadership, Asset Allocation, Equities, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Fund Accounting, Fund Of Funds, Investment Management, Portfolio Management, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Financial Management & Control
University of Wisconsin-Whitewater 2000 — 2004
Bachelor of Science, Finance
Catholic Memorial
Jill (Gianacoplos) Ormaechea's John Hancock Experience 2004 - 2006
Job Sr. Finance Manager, Customer Experience Operations at Comcast
Industry Telecommunications
Experience
Comcast March 2014 - Present
Comcast June 2011 - March 2014
TJX June 2010 - June 2011
TJX May 2008 - June 2010
Massachusetts Convention Center Authority May 2007 - May 2008
John Hancock 2004 - 2006
Skills
Management, Finance, Financial Audits
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
McGill University 1999 — 2003
BA, Economics
Comcast March 2014 - Present
Comcast June 2011 - March 2014
TJX June 2010 - June 2011
TJX May 2008 - June 2010
Massachusetts Convention Center Authority May 2007 - May 2008
John Hancock 2004 - 2006
Skills
Management, Finance, Financial Audits
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
McGill University 1999 — 2003
BA, Economics
Stacey Agretelis's John Hancock Experience December 1990 - Present
Job Managing Director at John Hancock
Industry Financial Services
Experience
John Hancock December 1990 - Present
Numerix Corporation October 1988 - July 1990
Skills
Investments, Fixed Income, Portfolio Management, Capital Markets, Financial Modeling, Valuation, Securities, Equities, Financial Analysis, Corporate Finance, Asset Managment, Risk Management, Asset Allocation, Insurance, Private Equity, Bloomberg, Bonds, Structured Finance, Underwriting, Due Diligence
Education
Northeastern University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance, General
Northeastern University 1981 — 1988
Finance, General
John Hancock December 1990 - Present
Numerix Corporation October 1988 - July 1990
Skills
Investments, Fixed Income, Portfolio Management, Capital Markets, Financial Modeling, Valuation, Securities, Equities, Financial Analysis, Corporate Finance, Asset Managment, Risk Management, Asset Allocation, Insurance, Private Equity, Bloomberg, Bonds, Structured Finance, Underwriting, Due Diligence
Education
Northeastern University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance, General
Northeastern University 1981 — 1988
Finance, General
Stephanie Adornato Bearman CPA, MBA's John Hancock Experience March 2009 - August 2012
Job Senior Director & Assistant Controller John hancock Life Insurance Company (U.S.A.) at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services May 2013 - March 2014
John Hancock Life Insurance Company (U.S.A.) September 2012 - April 2013
John Hancock March 2009 - August 2012
John Hancock Life Insurance Company (U.S.A.) January 2006 - February 2009
John Hancock Life Insurance Company (U.S.A.) April 2004 - December 2006
Skills
Financial Reporting, Strategic Financial..., SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Financial Analysis, Accounting, GAAP, Process Improvements, Accounting research, Essbase, General Ledger, IFRS, Financial Accounting, Accounting Research
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance, Magna Cum Laude
LeMoyne College 1992 — 1996
Bachelor of Science, Accounting, Accounting, Summa Cum Laude
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services May 2013 - March 2014
John Hancock Life Insurance Company (U.S.A.) September 2012 - April 2013
John Hancock March 2009 - August 2012
John Hancock Life Insurance Company (U.S.A.) January 2006 - February 2009
John Hancock Life Insurance Company (U.S.A.) April 2004 - December 2006
Skills
Financial Reporting, Strategic Financial..., SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Financial Analysis, Accounting, GAAP, Process Improvements, Accounting research, Essbase, General Ledger, IFRS, Financial Accounting, Accounting Research
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance, Magna Cum Laude
LeMoyne College 1992 — 1996
Bachelor of Science, Accounting, Accounting, Summa Cum Laude
Robert Tice's John Hancock Experience 1996 - 2002
Job Business Analyst at John Hancock Signature Services
Industry Financial Services
Experience
John Hancock Signature Services February 2013 - Present
Liberty Mutual May 2007 - February 2013
Long Term Care Partners October 2002 - April 2005
John Hancock 1996 - 2002
Skills
SDLC, Management, Analysis, Data Entry, New Business Development, Business Requirements, General Insurance, Team Building, Forecasting, Visio
Education
Southern New Hampshire University 2006 — 2009
MBA, Globalization
Daniel Webster College 2001 — 2004
BS, Business
John Hancock Signature Services February 2013 - Present
Liberty Mutual May 2007 - February 2013
Long Term Care Partners October 2002 - April 2005
John Hancock 1996 - 2002
Skills
SDLC, Management, Analysis, Data Entry, New Business Development, Business Requirements, General Insurance, Team Building, Forecasting, Visio
Education
Southern New Hampshire University 2006 — 2009
MBA, Globalization
Daniel Webster College 2001 — 2004
BS, Business
Keith Holden, CFA's John Hancock Experience January 2007 - September 2008
Job AVP, Advisor Experience and Investment Solutions at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
Rick Cavanaugh's John Hancock Experience 1998 - 2011
Job Managing Director, Group Legal Insurance Northeast, ARAG North America
Industry Insurance
Experience
ARAG North America June 2012 - Present
John Hancock 1998 - 2011
Life Insurance Company of Boston & New York 1993 - 1998
Skills
Employee Benefits, Long-term Care, Insurance, Brokers, Health Insurance, Sales, Disability Insurance, Management, Long Term Care Insurance, Life Insurance, Account Management, Retirement, Series 63, Strategic Planning, Program Management, Voluntary Employee..., Salesforce.com, Estate Planning, Legal Insurance
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Psychology
ARAG North America June 2012 - Present
John Hancock 1998 - 2011
Life Insurance Company of Boston & New York 1993 - 1998
Skills
Employee Benefits, Long-term Care, Insurance, Brokers, Health Insurance, Sales, Disability Insurance, Management, Long Term Care Insurance, Life Insurance, Account Management, Retirement, Series 63, Strategic Planning, Program Management, Voluntary Employee..., Salesforce.com, Estate Planning, Legal Insurance
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Richard Cella's John Hancock Experience 2004 - Present
Job Senior Financial Analyst at John Hancock
Industry Accounting
Experience
John Hancock 2004 - Present
Blue Cross Blue Shield of Massachusetts 1998 - 2004
Education
Clark University 1992 — 1994
MBA, Finance
Framingham State College 1990 — 1992
BS, Business Administration
John Hancock 2004 - Present
Blue Cross Blue Shield of Massachusetts 1998 - 2004
Education
Clark University 1992 — 1994
MBA, Finance
Framingham State College 1990 — 1992
BS, Business Administration
Liz Moody's John Hancock Experience January 1997 - January 2000
Job Business Analyst/Project Manager
Industry Information Technology and Services
Experience
Adecco Technical July 2011 - Present
Adecco 2011 - Present
U.S. Bank May 2008 - July 2011
Northwestern Mutual Life Insurance October 2007 - May 2008
Fortis; now Manulife Financial Services January 2000 - January 2007
JOHN HANCOCK FINANCIAL SERVICES January 1997 - January 2007
John Hancock January 1997 - January 2000
Zenith Administrators January 1988 - January 1997
Education
Cardinal Stritch University 2005 — 2007
Masters of Science, Business Management
Cardinal Stritch University 2005 — 2007
Bachelor of Science, Business Administration
Designations and 2005 — 2007
Masters of Science, Business Management (2007)
Adecco Technical July 2011 - Present
Adecco 2011 - Present
U.S. Bank May 2008 - July 2011
Northwestern Mutual Life Insurance October 2007 - May 2008
Fortis; now Manulife Financial Services January 2000 - January 2007
JOHN HANCOCK FINANCIAL SERVICES January 1997 - January 2007
John Hancock January 1997 - January 2000
Zenith Administrators January 1988 - January 1997
Education
Cardinal Stritch University 2005 — 2007
Masters of Science, Business Management
Cardinal Stritch University 2005 — 2007
Bachelor of Science, Business Administration
Designations and 2005 — 2007
Masters of Science, Business Management (2007)
Babak Moattari's John Hancock Experience March 2001 - June 2003
Job Senior Technical Architect, Cloud Compute & Storage
Industry Telecommunications
Experience
AT&T June 2006 - Present
IBM Global Business Services 2003 - 2006
John Hancock March 2001 - June 2003
Alcatel-Lucent September 2000 - March 2001
Husky Injection Molding Systems January 1998 - July 2000
Fidelity Investments 1992 - 1996
Skills
Capacity Planning, Architecture, HP, AIX, Solaris, Business Analysis, Unix, Cloud Computing, Virtualization, Hardware, Linux, Databases, Operating Systems, Performance Analysis, VMware, SQL, Servers, Distributed Systems, Clustering, Hardware Virtualization, Performance Tuning, Enterprise Architecture, Software Development, SDLC, Cluster, Disaster Recovery, Windows Server, Solution Architecture, Data Center, Integration, Storage, ITIL, IT Strategy, Enterprise Software, IT Service Management, Oracle, Unix Shell Scripting, Pre-sales, High Availability, Shell Scripting, SOA, Perl, Security, Infrastructure, System Deployment, TCP/IP, Storage Area Networks, Software Documentation, Networking, Technical Architecture
Education
Capella University 2009 — 2013
Master of Science, Information Technology (Business Analysis), 3.75
Seneca College of Applied Arts and Technology 1988 — 1991
Associate's Degree, Computer Engineering Technology
University of Massachusetts Boston
BA, Computer Science
AT&T June 2006 - Present
IBM Global Business Services 2003 - 2006
John Hancock March 2001 - June 2003
Alcatel-Lucent September 2000 - March 2001
Husky Injection Molding Systems January 1998 - July 2000
Fidelity Investments 1992 - 1996
Skills
Capacity Planning, Architecture, HP, AIX, Solaris, Business Analysis, Unix, Cloud Computing, Virtualization, Hardware, Linux, Databases, Operating Systems, Performance Analysis, VMware, SQL, Servers, Distributed Systems, Clustering, Hardware Virtualization, Performance Tuning, Enterprise Architecture, Software Development, SDLC, Cluster, Disaster Recovery, Windows Server, Solution Architecture, Data Center, Integration, Storage, ITIL, IT Strategy, Enterprise Software, IT Service Management, Oracle, Unix Shell Scripting, Pre-sales, High Availability, Shell Scripting, SOA, Perl, Security, Infrastructure, System Deployment, TCP/IP, Storage Area Networks, Software Documentation, Networking, Technical Architecture
Education
Capella University 2009 — 2013
Master of Science, Information Technology (Business Analysis), 3.75
Seneca College of Applied Arts and Technology 1988 — 1991
Associate's Degree, Computer Engineering Technology
University of Massachusetts Boston
BA, Computer Science
Jay Jackson's John Hancock Experience 1998 - 2001
Job Vice President, Strategic Relationships at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group February 2015 - Present
LPL Financial June 2002 - February 2015
LPL August 2006 - February 2007
John Hancock 1998 - 2001
Skills
Series 63, Mutual Funds, FINRA, Investment Advisory, Retirement Planning, Wealth Management, Securities, Alternative Investments, Fixed Annuities, 401k, Retirement, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), German Language and Literature
Colgate University 1994 — 1998
Cetera Financial Group February 2015 - Present
LPL Financial June 2002 - February 2015
LPL August 2006 - February 2007
John Hancock 1998 - 2001
Skills
Series 63, Mutual Funds, FINRA, Investment Advisory, Retirement Planning, Wealth Management, Securities, Alternative Investments, Fixed Annuities, 401k, Retirement, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), German Language and Literature
Colgate University 1994 — 1998
Bill Andruskevich, CPCU, ARe, ARM's John Hancock Experience May 2005 - August 2008
Job Senior Risk Analyst at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance December 2014 - Present
AIR Worldwide September 2008 - December 2014
John Hancock May 2005 - August 2008
John Hancock June 2004 - May 2005
John Hancock December 2003 - June 2004
Skills
Insurance, Risk Management, Investments, Financial Risk, Property & Casualty..., Underwriting, Reinsurance
Education
College of the Holy Cross 1999 — 2003
BA, Mathematics
OneBeacon Insurance December 2014 - Present
AIR Worldwide September 2008 - December 2014
John Hancock May 2005 - August 2008
John Hancock June 2004 - May 2005
John Hancock December 2003 - June 2004
Skills
Insurance, Risk Management, Investments, Financial Risk, Property & Casualty..., Underwriting, Reinsurance
Education
College of the Holy Cross 1999 — 2003
BA, Mathematics
Catherine Pucci's John Hancock Experience October 2010 - July 2013
Job Benefits Manager at American Dental Partners
Industry Human Resources
Experience
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
Steve McCue's John Hancock Experience November 2011 - Present
Job Director, U.S. Life at John Hancock
Industry Financial Services
Experience
John Hancock November 2011 - Present
Education
Colby College 1982 — 1986
John Hancock November 2011 - Present
Education
Colby College 1982 — 1986
Michelle Russo's John Hancock Experience 1995 - 1999
Job Founder & CEO of hotelAVE
Industry Real Estate
Experience
Hotel Asset Value Enhancement April 2003 - Present
Deutsche Bank September 1999 - June 2002
John Hancock 1995 - 1999
Pinnacle Advisory Group October 1992 - January 1995
HVS International June 1987 - October 1992
Skills
Resorts, Investments, Due Diligence, Asset Management, Hospitality, Revenue Analysis, Asset Managment, Real Estate, Real Estate Economics, Hotels, Hospitality Management, Real Estate Development, Management, Valuation, Contract Negotiation, Disposition, Hospitality Industry, Brokerage, Banking, Budgets, Leisure, Hotel Management, Acquisitions, Reviews, Food & Beverage, Underwriting, Feasibility Studies, Strategic Planning
Education
Cornell University 1983 — 1987
BS, Hotel Administration
Hotel Asset Value Enhancement April 2003 - Present
Deutsche Bank September 1999 - June 2002
John Hancock 1995 - 1999
Pinnacle Advisory Group October 1992 - January 1995
HVS International June 1987 - October 1992
Skills
Resorts, Investments, Due Diligence, Asset Management, Hospitality, Revenue Analysis, Asset Managment, Real Estate, Real Estate Economics, Hotels, Hospitality Management, Real Estate Development, Management, Valuation, Contract Negotiation, Disposition, Hospitality Industry, Brokerage, Banking, Budgets, Leisure, Hotel Management, Acquisitions, Reviews, Food & Beverage, Underwriting, Feasibility Studies, Strategic Planning
Education
Cornell University 1983 — 1987
BS, Hotel Administration
William Frazee's John Hancock Experience John Hancock Financial ServicesJHFS1987 - Present
Job Assistant Vice President at John Hancock
Industry Insurance
Experience
John Hancock John Hancock Financial ServicesJHFS1987 - Present
Manulife Financial 1987 - Present
John Hancock Financial Services 1987 - Present
John Hancock Life Insurance Company (U.S.A.) 1987 - Present
John Hancock 2004 - 2006
Skills
Life Insurance, Insurance, Financial Services, Series 63, Series 6, Risk Management, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Business Analysis, Investments, Vendor Management, Process Improvement
Education
Cambridge College 1996 — 1998
Master of Mgt, Business
John Hancock John Hancock Financial ServicesJHFS1987 - Present
Manulife Financial 1987 - Present
John Hancock Financial Services 1987 - Present
John Hancock Life Insurance Company (U.S.A.) 1987 - Present
John Hancock 2004 - 2006
Skills
Life Insurance, Insurance, Financial Services, Series 63, Series 6, Risk Management, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Business Analysis, Investments, Vendor Management, Process Improvement
Education
Cambridge College 1996 — 1998
Master of Mgt, Business
Robert Fishbein's John Hancock Experience Vice PresidentBankers Trust Company/Deutsche Bank1993 - 2001
Job Platform Specialist at John Hancock
Industry Information Technology and Services
Experience
John Hancock Vice PresidentBankers Trust Company/Deutsche Bank1993 - 2001
Education
City University of New York 1982 — 1986
John Hancock Vice PresidentBankers Trust Company/Deutsche Bank1993 - 2001
Education
City University of New York 1982 — 1986
Miten Ghodasara's John Hancock Experience May 2006 - March 2009
Job Information Engineer at Travelers
Industry Insurance
Experience
Travelers May 2009 - Present
State Street April 2009 - May 2009
John Hancock May 2006 - March 2009
Toyota Motor Manufacturing North America March 2006 - May 2006
Merck & Co., Inc. April 2005 - January 2006
The Reader’s Digest Association July 2003 - March 2005
Skills
Cognos 8.4, Cognos 8.2, SQL Server 2005/2000, SSIS, Cognos, Oracle, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC, Cognos ReportNet, Data Analysis, Access, Business Analysis, Business Intelligence..., Analysis
Education
City University of New York-Brooklyn College 2002 — 2004
MS, Information Systems
L.D. College of Engineering
Travelers May 2009 - Present
State Street April 2009 - May 2009
John Hancock May 2006 - March 2009
Toyota Motor Manufacturing North America March 2006 - May 2006
Merck & Co., Inc. April 2005 - January 2006
The Reader’s Digest Association July 2003 - March 2005
Skills
Cognos 8.4, Cognos 8.2, SQL Server 2005/2000, SSIS, Cognos, Oracle, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC, Cognos ReportNet, Data Analysis, Access, Business Analysis, Business Intelligence..., Analysis
Education
City University of New York-Brooklyn College 2002 — 2004
MS, Information Systems
L.D. College of Engineering
Jessica Hamway's John Hancock Experience May 2007 - September 2007
Job Receptionist at Eliassen Group
Industry Staffing and Recruiting
Experience
Eliassen Group June 2008 - Present
Wakefield Walkers September 2007 - Present
John Hancock May 2007 - September 2007
Education
University of Massachusetts, Amherst 2004 — 2006
BA, English
College of the Atlantic 2000 — 2002
Human Ecology
Eliassen Group June 2008 - Present
Wakefield Walkers September 2007 - Present
John Hancock May 2007 - September 2007
Education
University of Massachusetts, Amherst 2004 — 2006
BA, English
College of the Atlantic 2000 — 2002
Human Ecology
William Nosal's John Hancock Experience May 2006 - August 2007
Job Experienced Consultant & Financial Analyst
Industry Financial Services
Experience
Rivas Educational Consultants January 2012 - March 2015
State Street March 2011 - November 2011
Steve & Barry's May 2008 - November 2008
Columbia University in the City of New York May 2007 - August 2007
John Hancock May 2006 - August 2007
Skills
Customer Service, Research, Teamwork, Microsoft Excel, Strategic Planning, Accounting, Financial Analysis, PowerPoint, Business Development
Education
Columbia University in the City of New York 2005 — 2008
B.A., Economics, Polish Language & Culture
Mount Saint Charles Academy 2001 — 2004
Rivas Educational Consultants January 2012 - March 2015
State Street March 2011 - November 2011
Steve & Barry's May 2008 - November 2008
Columbia University in the City of New York May 2007 - August 2007
John Hancock May 2006 - August 2007
Skills
Customer Service, Research, Teamwork, Microsoft Excel, Strategic Planning, Accounting, Financial Analysis, PowerPoint, Business Development
Education
Columbia University in the City of New York 2005 — 2008
B.A., Economics, Polish Language & Culture
Mount Saint Charles Academy 2001 — 2004
Idowu Koyenikan's John Hancock Experience April 2005 - April 2006
Job Principal Consultant, Keynote Speaker at Grandeur Touch, LLC
Industry Financial Services
Experience
Grandeur Touch, LLC 2015 - Present
Wells Fargo Bank January 2011 - February 2015
Koyex Financial, LLC 2006 - January 2011
John Hancock April 2005 - April 2006
Skills
Wealth Management, Leadership, Wealth, Strategy, Consulting, Management, Retirement Planning, Business Strategy, High Net Worth..., Investment Advisory, Strategic Planning, Estate Planning, Business Coaching, Investments, Wealth Management..., Financial Advisory, Portfolio Management, Investment Management, Asset Management, Strategic Financial..., Retirement, Mutual Funds, Alternative Investments, Finance, Financial Planning, Asset Allocation, Business Development, Awesomeness, Investment Strategies, Securities, Equities, Sales, Conference Speaking, Motivational Speaking, Public Speaking, Coaching
Education
Campbell University
Trust & Wealth Management, Financial Planning
Grandeur Touch, LLC 2015 - Present
Wells Fargo Bank January 2011 - February 2015
Koyex Financial, LLC 2006 - January 2011
John Hancock April 2005 - April 2006
Skills
Wealth Management, Leadership, Wealth, Strategy, Consulting, Management, Retirement Planning, Business Strategy, High Net Worth..., Investment Advisory, Strategic Planning, Estate Planning, Business Coaching, Investments, Wealth Management..., Financial Advisory, Portfolio Management, Investment Management, Asset Management, Strategic Financial..., Retirement, Mutual Funds, Alternative Investments, Finance, Financial Planning, Asset Allocation, Business Development, Awesomeness, Investment Strategies, Securities, Equities, Sales, Conference Speaking, Motivational Speaking, Public Speaking, Coaching
Education
Campbell University
Trust & Wealth Management, Financial Planning
Lisa DiRocco's John Hancock Experience 1984 - 1992
Job at Bank of America
Industry Financial Services
Experience
Bank of America 1994 - Present
Thomson Financial 1992 - 1994
John Hancock 1984 - 1992
Skills
Marketing Research, Market Research, Banking, Segmentation, Marketing Strategy, Financial Services, Relationship Management, Strategy, Analytics
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Marketing
University of Massachusetts, Amherst
English, Journalism
Bank of America 1994 - Present
Thomson Financial 1992 - 1994
John Hancock 1984 - 1992
Skills
Marketing Research, Market Research, Banking, Segmentation, Marketing Strategy, Financial Services, Relationship Management, Strategy, Analytics
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Marketing
University of Massachusetts, Amherst
English, Journalism
Paul Ehrman's John Hancock Experience August 1978 - December 2005
Job CEO at POS FUNDING
Industry Accounting
Experience
POS FUNDING January 1985 - Present
John Hancock August 1978 - December 2005
Skills
Tax Returns, Advertising, Tax, Entrepreneurship, Start-ups, Loans, Pensions, Strategic Planning, Management, Public Relations, Financial Analysis, Investments, Public Speaking, Business Strategy, Banking, Marketing, Social Media, Marketing Communications, Editing, Risk Management, Strategy
Education
City University of New York City College 1961 — 1965
BBA, ECONOMICS
POS FUNDING January 1985 - Present
John Hancock August 1978 - December 2005
Skills
Tax Returns, Advertising, Tax, Entrepreneurship, Start-ups, Loans, Pensions, Strategic Planning, Management, Public Relations, Financial Analysis, Investments, Public Speaking, Business Strategy, Banking, Marketing, Social Media, Marketing Communications, Editing, Risk Management, Strategy
Education
City University of New York City College 1961 — 1965
BBA, ECONOMICS
Nicola da Roza, CFA's John Hancock Experience 2002 - 2004
Job Investment professional
Industry Financial Services
Experience
Fund Evaluation Group, LLC September 2015 - Present
Fund Evaluation Group, LLC May 2014 - Present
Permanens Capital December 2012 - Present
Colonial Consulting LLC March 2011 - December 2012
Pitney Bowes May 2009 - August 2009
Sidoti & Co. 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
John Hancock 2002 - 2004
Skills
Asset Allocation, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Tufts University 1998 — 2002
BA, Int'l Relations, Economics
Fund Evaluation Group, LLC September 2015 - Present
Fund Evaluation Group, LLC May 2014 - Present
Permanens Capital December 2012 - Present
Colonial Consulting LLC March 2011 - December 2012
Pitney Bowes May 2009 - August 2009
Sidoti & Co. 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
John Hancock 2002 - 2004
Skills
Asset Allocation, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Tufts University 1998 — 2002
BA, Int'l Relations, Economics
Jules Yasuna, PhD CFA CQF's John Hancock Experience June 2010 - December 2010
Job Partner at RDC Capital Partners
Industry Investment Management
Experience
RDC Capital Partners July 2015 - Present
Loomis Sayles January 2011 - July 2015
John Hancock June 2010 - December 2010
Bookus-Boulet, Inc. January 2010 - May 2010
John Hancock October 2009 - December 2009
Harvard Management Company May 2001 - July 2009
Kurzweil Technologies May 2000 - May 2001
Coventor April 1996 - April 2000
Advanced Visual Systems June 1995 - April 1996
Bettis Atomic Power Laboratory July 1993 - June 1995
Education
Carnegie Mellon University 1989 — 1992
PhD, Mechanical Engineering
Carnegie Mellon University 1988 — 1989
M.E., Mechanical Engineering
Florida Institute of Technology 1985 — 1987
BS, Mechanical Engineering
RDC Capital Partners July 2015 - Present
Loomis Sayles January 2011 - July 2015
John Hancock June 2010 - December 2010
Bookus-Boulet, Inc. January 2010 - May 2010
John Hancock October 2009 - December 2009
Harvard Management Company May 2001 - July 2009
Kurzweil Technologies May 2000 - May 2001
Coventor April 1996 - April 2000
Advanced Visual Systems June 1995 - April 1996
Bettis Atomic Power Laboratory July 1993 - June 1995
Education
Carnegie Mellon University 1989 — 1992
PhD, Mechanical Engineering
Carnegie Mellon University 1988 — 1989
M.E., Mechanical Engineering
Florida Institute of Technology 1985 — 1987
BS, Mechanical Engineering
Clayton French's John Hancock Experience November 2006 - May 2008
Job Regional Vice President at Ohio National Financial
Industry Financial Services
Experience
Ohio National Financial January 2009 - Present
John Hancock November 2006 - May 2008
John Hancock February 2006 - December 2006
John Hancock July 2004 - February 2006
Skills
Fixed Annuities, Cold Calling, Series 6, Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Sales, Sales Operations, Variable Annuities, Investments, Financial Services
Education
Clemson University 1996 — 2000
BS, Marketing/Management
Ohio National Financial January 2009 - Present
John Hancock November 2006 - May 2008
John Hancock February 2006 - December 2006
John Hancock July 2004 - February 2006
Skills
Fixed Annuities, Cold Calling, Series 6, Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Sales, Sales Operations, Variable Annuities, Investments, Financial Services
Education
Clemson University 1996 — 2000
BS, Marketing/Management
Brian Flynn, AIF's John Hancock Experience January 2006 - January 2014
Job Experienced Retirement Professional
Industry Financial Services
Experience
Ameritas September 2014 - Present
John Hancock January 2006 - January 2014
John Hancock Retirement Plan Services January 2004 - December 2013
Strong Capital Managment January 2002 - June 2003
Howe Barnes Investments 2001 - 2002
Strong Capital Management 1999 - 2001
Watson Wyatt Worldwide 1996 - 1999
Skills
Retirement Planning, Managerial Finance, HR Consulting, 401k, Retirement, Mutual Funds, Series 7, Defined Benefit, Series 63, Investments, Wealth Management, Pensions, Strategic Financial..., Asset Allocation, Profit Sharing, Financial Services, Insurance, Employee Benefits, Retirement Plan..., Series 6, Investment Advisory, Financial Advisory, Series 65, FINRA, Building Relationships
Education
DePaul University 1990 — 1995
BS, Finance
Ameritas September 2014 - Present
John Hancock January 2006 - January 2014
John Hancock Retirement Plan Services January 2004 - December 2013
Strong Capital Managment January 2002 - June 2003
Howe Barnes Investments 2001 - 2002
Strong Capital Management 1999 - 2001
Watson Wyatt Worldwide 1996 - 1999
Skills
Retirement Planning, Managerial Finance, HR Consulting, 401k, Retirement, Mutual Funds, Series 7, Defined Benefit, Series 63, Investments, Wealth Management, Pensions, Strategic Financial..., Asset Allocation, Profit Sharing, Financial Services, Insurance, Employee Benefits, Retirement Plan..., Series 6, Investment Advisory, Financial Advisory, Series 65, FINRA, Building Relationships
Education
DePaul University 1990 — 1995
BS, Finance
John Luiz's John Hancock Experience 1984 - 1987
Job Experienced Director of Creative Services, Editorial Director, Content Manager, Editor of Thought Leadership
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
Justin Kimbrell's John Hancock Experience 2000 - 2001
Job Strategist at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation September 2013 - Present
Cerner Corporation March 2011 - September 2013
Computer Sciences Corporation November 2010 - March 2011
Computer Sciences Corporation January 2008 - November 2010
Commerce Bank 2002 - 2007
Edward Jones 2001 - 2002
John Hancock 2000 - 2001
Skills
Business Analysis, Management Consulting
Education
Carnegie Mellon University 2009 — 2011
Masters, Information Systems
Rockhurst University 2005 — 2007
MBA, Finance
Drury University 1996 — 2000
BA, Economics, Business Administration
Cerner Corporation September 2013 - Present
Cerner Corporation March 2011 - September 2013
Computer Sciences Corporation November 2010 - March 2011
Computer Sciences Corporation January 2008 - November 2010
Commerce Bank 2002 - 2007
Edward Jones 2001 - 2002
John Hancock 2000 - 2001
Skills
Business Analysis, Management Consulting
Education
Carnegie Mellon University 2009 — 2011
Masters, Information Systems
Rockhurst University 2005 — 2007
MBA, Finance
Drury University 1996 — 2000
BA, Economics, Business Administration
Eric Connerly's John Hancock Experience June 1997 - February 1998
Job Director of Research Quantitative at Robeco Boston Partners
Industry Investment Management
Experience
Boston Partners July 2013 - Present
Robeco Boston Partners June 2008 - July 2013
Robeco Boston Partners June 1998 - June 2008
John Hancock June 1997 - February 1998
SEI Investments June 1993 - August 1996
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Securities, Portfolio Management, Mutual Funds, Energy, Banking, Financial Analysis, Financial Accounting, Computer Hardware, conversational French, Home Networking, Fundamental Research, Quantitative Research, Equity Derivatives, Risk Arbitrage, Derivatives, Asset Management, Industry Analysis, Research, R
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investment Management, Security Analysis
Georgetown University 1989 — 1993
BSFS, Development Economics, Cum Laude
Boston Partners July 2013 - Present
Robeco Boston Partners June 2008 - July 2013
Robeco Boston Partners June 1998 - June 2008
John Hancock June 1997 - February 1998
SEI Investments June 1993 - August 1996
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Securities, Portfolio Management, Mutual Funds, Energy, Banking, Financial Analysis, Financial Accounting, Computer Hardware, conversational French, Home Networking, Fundamental Research, Quantitative Research, Equity Derivatives, Risk Arbitrage, Derivatives, Asset Management, Industry Analysis, Research, R
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investment Management, Security Analysis
Georgetown University 1989 — 1993
BSFS, Development Economics, Cum Laude
Ted Hines's John Hancock Experience 1994 - 2003
Job Investment Management Professional
Industry Investment Management
Experience
Phoenix Life Insurance Company 2004 - 2009
john hancock 1994 - 2003
Skills
Portfolio Management, Leveraged Finance, Asset Managment, Investments, High Yield, Asset Management, Bonds, Fixed Income, Alternative Investments, Mutual Funds, Emerging Markets
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1998
MBA, Finance
Phoenix Life Insurance Company 2004 - 2009
john hancock 1994 - 2003
Skills
Portfolio Management, Leveraged Finance, Asset Managment, Investments, High Yield, Asset Management, Bonds, Fixed Income, Alternative Investments, Mutual Funds, Emerging Markets
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1998
MBA, Finance
Alex Woodcock's John Hancock Experience July 2007 - June 2009
Job Director Corporate Strategy at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications March 2015 - Present
Bain & Company September 2013 - December 2014
Bain & Company January 2012 - August 2013
Bain & Company June 2010 - August 2010
John Hancock July 2007 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2004 - June 2007
Colgate University August 2002 - May 2003
Skills
Strategic Consulting, Valuation, Financial Analysis, Analytics, Financial Modeling, PowerPoint, Excel, Business Strategy, Management Consulting, Strategy, Competitive Analysis, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Colgate University 1998 — 2002
BA, Economics, Mathematics
Level 3 Communications March 2015 - Present
Bain & Company September 2013 - December 2014
Bain & Company January 2012 - August 2013
Bain & Company June 2010 - August 2010
John Hancock July 2007 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2004 - June 2007
Colgate University August 2002 - May 2003
Skills
Strategic Consulting, Valuation, Financial Analysis, Analytics, Financial Modeling, PowerPoint, Excel, Business Strategy, Management Consulting, Strategy, Competitive Analysis, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Colgate University 1998 — 2002
BA, Economics, Mathematics
Frank Sung's John Hancock Experience August 1997 - Present
Job Director, Expense Management at John Hancock
Industry Insurance
Experience
John Hancock August 1997 - Present
Skills
Strategic Financial..., Financial Analysis, Mutual Funds, Retirement Planning, Wealth Management, Financial Services
Education
Concordia University 1996 — 2000
Bachelor of Commerce, Accounting
John Hancock August 1997 - Present
Skills
Strategic Financial..., Financial Analysis, Mutual Funds, Retirement Planning, Wealth Management, Financial Services
Education
Concordia University 1996 — 2000
Bachelor of Commerce, Accounting
Daniela Arhirii (Dumitrescu)'s John Hancock Experience February 2004 - April 2009
Job Application Developer at CIBC
Industry Information Technology and Services
Experience
CIBC August 2009 - Present
John Hancock February 2004 - April 2009
John Hancock January 2001 - February 2004
METAV S.A. Bucharest, Romania August 1983 - January 1994
Skills
DB2, COBOL, JCL, Business Analysis, Requirements Gathering, SDLC, Business Process, MVS, Easytrieve, SDSF, SPUFI, Visio, VSAM, Syncsort, Fileaid, SQL, z/OS, IBM Mainframe, Mainframe, CA7, Endeavor, CICS, Xpediter
Education
McMaster University 2003 — 2005
Certificate, Business Analysis
Centennial College 1996 — 2000
Diploma, Computer Programmer Analyst
POLYTECHNIC INSTITUTE OF BUCHAREST , Faculty of Electronics and Telecommunications 1985 — 1991
Master, Telecommunications
CIBC August 2009 - Present
John Hancock February 2004 - April 2009
John Hancock January 2001 - February 2004
METAV S.A. Bucharest, Romania August 1983 - January 1994
Skills
DB2, COBOL, JCL, Business Analysis, Requirements Gathering, SDLC, Business Process, MVS, Easytrieve, SDSF, SPUFI, Visio, VSAM, Syncsort, Fileaid, SQL, z/OS, IBM Mainframe, Mainframe, CA7, Endeavor, CICS, Xpediter
Education
McMaster University 2003 — 2005
Certificate, Business Analysis
Centennial College 1996 — 2000
Diploma, Computer Programmer Analyst
POLYTECHNIC INSTITUTE OF BUCHAREST , Faculty of Electronics and Telecommunications 1985 — 1991
Master, Telecommunications
Scott Coughlan's John Hancock Experience March 2008 - March 2009
Job Director of Account Management at CloudLock
Industry Computer & Network Security
Experience
CloudLock October 2013 - Present
Rapid7 December 2009 - October 2013
John Hancock March 2008 - March 2009
Eaton Vance March 2006 - March 2008
Eaton Vance February 2005 - March 2006
Boston Celtics June 2004 - February 2005
Skills
Account Management, Cold Calling, Salesforce.com, Sales, Lead Generation, Start-ups, SaaS, Networking, Channel Partners, Enterprise Software, CRM, Competitive Analysis, Cloud Computing, Sales Management, Network Security, Penetration Testing, Vulnerability Management, Data Security, Product Management, Solution Selling, Sales Process, Web Application Security, Direct Sales, Professional Services, Security
Education
Clemson University 1999 — 2004
BS, Sports Managment
Marblehead High School
CloudLock October 2013 - Present
Rapid7 December 2009 - October 2013
John Hancock March 2008 - March 2009
Eaton Vance March 2006 - March 2008
Eaton Vance February 2005 - March 2006
Boston Celtics June 2004 - February 2005
Skills
Account Management, Cold Calling, Salesforce.com, Sales, Lead Generation, Start-ups, SaaS, Networking, Channel Partners, Enterprise Software, CRM, Competitive Analysis, Cloud Computing, Sales Management, Network Security, Penetration Testing, Vulnerability Management, Data Security, Product Management, Solution Selling, Sales Process, Web Application Security, Direct Sales, Professional Services, Security
Education
Clemson University 1999 — 2004
BS, Sports Managment
Marblehead High School
David Basso's John Hancock Experience March 2007 - February 2011
Job Director, US General Account Operations at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services July 2011 - March 2013
John Hancock Financial Services February 2011 - June 2011
John Hancock March 2007 - February 2011
Thomson Financial July 1999 - March 2007
Skills
Business Analysis, Vendor Management, Electronic Trading, Product Management, Trading Systems, Fixed Income, Order Management, Equities, Software Project..., Securities, SDLC, Financial Services, Program Management, Market Data, Requirements Gathering, Strategy, Business Requirements, Risk Management, Relationship Management, Investments, Analysis
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Business Administration
Marquette University
BS, Business Administration
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services July 2011 - March 2013
John Hancock Financial Services February 2011 - June 2011
John Hancock March 2007 - February 2011
Thomson Financial July 1999 - March 2007
Skills
Business Analysis, Vendor Management, Electronic Trading, Product Management, Trading Systems, Fixed Income, Order Management, Equities, Software Project..., Securities, SDLC, Financial Services, Program Management, Market Data, Requirements Gathering, Strategy, Business Requirements, Risk Management, Relationship Management, Investments, Analysis
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Business Administration
Marquette University
BS, Business Administration
John Analambidakis's John Hancock Experience November 2000 - August 2009
Job Principal of ABM, LLP
Industry Financial Services
Experience
ABM LLP September 2009 - Present
Sage Consulting & Wealth Preservation 2009 - 2012
John Hancock November 2000 - August 2009
The Hemisphere Group March 1992 - October 2000
Manulife Financial March 1987 - March 1992
Skills
Advanced Markets, Software Development, Insurance Producer, Analysis, Retirement, Annuities, Employee Benefits, Long Term Care, Risk Management, Product Marketing, Competitive Analysis, Business Strategy, Retirement Planning, Wealth Management, Solution Design, Estate Planning, Disability Insurance, Wealth Transfer, Succession Planning, Insurance, Life Insurance, Mutual Funds, Business Planning, Fixed Annuities, Wealth, Financial Advisory, 401k, Long-term Care, Strategic Financial..., Financial Planners, Financial Services, Health Insurance, Financial Planning, Series 63
Education
DeVry Institute of Technology 1979 — 1984
BS, Computer Science
DeVry University
BS In Computer Science
ABM LLP September 2009 - Present
Sage Consulting & Wealth Preservation 2009 - 2012
John Hancock November 2000 - August 2009
The Hemisphere Group March 1992 - October 2000
Manulife Financial March 1987 - March 1992
Skills
Advanced Markets, Software Development, Insurance Producer, Analysis, Retirement, Annuities, Employee Benefits, Long Term Care, Risk Management, Product Marketing, Competitive Analysis, Business Strategy, Retirement Planning, Wealth Management, Solution Design, Estate Planning, Disability Insurance, Wealth Transfer, Succession Planning, Insurance, Life Insurance, Mutual Funds, Business Planning, Fixed Annuities, Wealth, Financial Advisory, 401k, Long-term Care, Strategic Financial..., Financial Planners, Financial Services, Health Insurance, Financial Planning, Series 63
Education
DeVry Institute of Technology 1979 — 1984
BS, Computer Science
DeVry University
BS In Computer Science
Cynthia Knox, PMP's John Hancock Experience 2001 - 2005
Job SCM and Tech Publications Project Lead at MIB
Industry Information Technology and Services
Experience
MIB December 2005 - Present
John Hancock 2001 - 2005
CGI 2000 - 2001
IBM 1997 - 2000
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Process Improvement, Agile Methodologies, Integration, Vendor Management, Enterprise Architecture, Software Documentation, Project Management, Requirements Gathering, Program Management
Education
Rensselaer Polytechnic Institute 1997 — 1999
MS, Management and Technology
Clarkson University 1993 — 1997
BS, Math and Psychology
MIB December 2005 - Present
John Hancock 2001 - 2005
CGI 2000 - 2001
IBM 1997 - 2000
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Process Improvement, Agile Methodologies, Integration, Vendor Management, Enterprise Architecture, Software Documentation, Project Management, Requirements Gathering, Program Management
Education
Rensselaer Polytechnic Institute 1997 — 1999
MS, Management and Technology
Clarkson University 1993 — 1997
BS, Math and Psychology
Ramneek Minhas,FLMI's John Hancock Experience 2004 - 2005
Job QA Consultant at Children Youth and Social Services I&IT Cluster
Industry Information Technology and Services
Experience
Children Youth and Social Services I&IT Cluster September 2013 - Present
Milestone Solutions Corporation March 2013 - September 2013
Ontario Ministry of Health and Long-Term Care November 2012 - March 2013
Milestone Solutions Corporation March 2012 - October 2012
Ministry of Community Safety and Correctional Services December 2010 - April 2012
Ontario Lottery & Gaming May 2009 - December 2010
Ministry of Health and Long-Term Care 2008 - 2009
Ontario Lottery and Gaming Corporation 2005 - 2007
John Hancock 2004 - 2005
CGI (formerly Teleglobe Insurance Systems) 1994 - 1995
Skills
Business Analysis, Requirements Gathering, SDLC, User Acceptance Testing, Quality Center, Test Planning, Business Requirements, Agile Methodologies, Test Management, Requirements Analysis, Regression Testing, Quality Assurance, QTP, SIEBEL CRM, CURAM, Microsoft Dynamics CRM, Databases, Data Warehousing, Software Development, Software Quality...
Education
Centennial College
Honours Diploma
Fellow Life Management Institute
FLMI
Children Youth and Social Services I&IT Cluster September 2013 - Present
Milestone Solutions Corporation March 2013 - September 2013
Ontario Ministry of Health and Long-Term Care November 2012 - March 2013
Milestone Solutions Corporation March 2012 - October 2012
Ministry of Community Safety and Correctional Services December 2010 - April 2012
Ontario Lottery & Gaming May 2009 - December 2010
Ministry of Health and Long-Term Care 2008 - 2009
Ontario Lottery and Gaming Corporation 2005 - 2007
John Hancock 2004 - 2005
CGI (formerly Teleglobe Insurance Systems) 1994 - 1995
Skills
Business Analysis, Requirements Gathering, SDLC, User Acceptance Testing, Quality Center, Test Planning, Business Requirements, Agile Methodologies, Test Management, Requirements Analysis, Regression Testing, Quality Assurance, QTP, SIEBEL CRM, CURAM, Microsoft Dynamics CRM, Databases, Data Warehousing, Software Development, Software Quality...
Education
Centennial College
Honours Diploma
Fellow Life Management Institute
FLMI
Fred Nicholas's John Hancock Experience January 1998 - April 2009
Job Senior Vice President at Midwood Financial Services, Inc.
Industry Financial Services
Experience
Midwood Financial Services, Inc. May 2012 - Present
McKendrySnow Financial Distributors, LLC April 2009 - April 2012
John Hancock January 1998 - April 2009
Essex Corporation - John Hancock 1985 - 2004
Essex 1985 - 1995
Skills
Investments, Retail Banking, Financial Services, Mutual Funds, Fixed Annuities, Management, Securities, Marketing, Series 7, Credit Analysis, Life Insurance, Leadership, Series 63, Retirement Planning, Retirement, New Business Development, 401k, Wealth Management, Series 6, Sales Management..., Strategic Planning, Sales Management, Commercial Lending, Insurance
Education
Colby College 1979 — 1983
BA
Midwood Financial Services, Inc. May 2012 - Present
McKendrySnow Financial Distributors, LLC April 2009 - April 2012
John Hancock January 1998 - April 2009
Essex Corporation - John Hancock 1985 - 2004
Essex 1985 - 1995
Skills
Investments, Retail Banking, Financial Services, Mutual Funds, Fixed Annuities, Management, Securities, Marketing, Series 7, Credit Analysis, Life Insurance, Leadership, Series 63, Retirement Planning, Retirement, New Business Development, 401k, Wealth Management, Series 6, Sales Management..., Strategic Planning, Sales Management, Commercial Lending, Insurance
Education
Colby College 1979 — 1983
BA
Timothy McFarland's John Hancock Experience 2000 - 2009
Job Principal of ABM LLP
Industry Insurance
Experience
ABM LLP September 2009 - Present
John Hancock 2000 - 2009
Education
Syracuse University College of Law 1987 — 1990
JD, Law
Cornell University 1983 — 1987
BA, Economics
ABM LLP September 2009 - Present
John Hancock 2000 - 2009
Education
Syracuse University College of Law 1987 — 1990
JD, Law
Cornell University 1983 — 1987
BA, Economics
Carrie Jedlink's John Hancock Experience June 1988 - August 1999
Job
Industry
Experience
Abbott Laboratories 1999 - Present
John Hancock June 1988 - August 1999
Skills
Pharmaceutical Sales, Managed Care, Pharmaceutical Industry, Microsoft Excel, Leadership, Data Analysis, Healthcare, Process Improvement, Strategic Planning
Education
Concordia University-River Forest 1984 — 1988
Backelor of Arts, Business and Psychology
Abbott Laboratories 1999 - Present
John Hancock June 1988 - August 1999
Skills
Pharmaceutical Sales, Managed Care, Pharmaceutical Industry, Microsoft Excel, Leadership, Data Analysis, Healthcare, Process Improvement, Strategic Planning
Education
Concordia University-River Forest 1984 — 1988
Backelor of Arts, Business and Psychology
Carolee MacLellan's John Hancock Experience May 1998 - April 1999
Job VP High Yield Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance