John Hancock
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John Hancock Employees
Employee
Years
Job
Industry
Steven Ruffini Steven Ruffini's John Hancock Experience 2000 - 2002
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Thomas J Sowinski Jr Thomas J Sowinski Jr's John Hancock Experience April 2008 - June 2010
Job Manager, Application Portfolio & Software Development at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance December 2011 - Present
Piehead Productions June 2010 - November 2011
John Hancock April 2008 - June 2010
PixelMEDIA September 2006 - April 2008
Keane Inc March 2005 - September 2006
People's Bank May 2003 - March 2005
People's Bank June 2000 - May 2003
Skills
Relationship Management, Certified Project..., Program Management, Process Improvement, Business Development, Infrastructure, Mobile Devices, User Interface Design, Software Development, SDLC, Cloud Computing, Project Management, Disaster Recovery, Integration, IT Service Management, CRM, Enterprise Software, Requirements Gathering, Leadership, Risk Management, Scrum, Active Directory, Business Analysis, Management, Security
Education
Fairfield University 1996 — 2000
BS
St. Thomas Aquinas
Liberty Mutual Insurance December 2011 - Present
Piehead Productions June 2010 - November 2011
John Hancock April 2008 - June 2010
PixelMEDIA September 2006 - April 2008
Keane Inc March 2005 - September 2006
People's Bank May 2003 - March 2005
People's Bank June 2000 - May 2003
Skills
Relationship Management, Certified Project..., Program Management, Process Improvement, Business Development, Infrastructure, Mobile Devices, User Interface Design, Software Development, SDLC, Cloud Computing, Project Management, Disaster Recovery, Integration, IT Service Management, CRM, Enterprise Software, Requirements Gathering, Leadership, Risk Management, Scrum, Active Directory, Business Analysis, Management, Security
Education
Fairfield University 1996 — 2000
BS
St. Thomas Aquinas
Buddy Keane, VCE-CIA Buddy Keane, VCE-CIA's John Hancock Experience January 1998 - July 2002
Job Consulting Engagement at VCE
Industry E-Learning
Experience
PeopleWorks Consulting, Inc January 1995 - Present
EMC November 2009 - October 2010
MassMutual Financial Group March 2009 - November 2009
RSA The Security Division of EMC March 2007 - December 2008
EMC January 2006 - December 2006
Hewlett-Packard January 2003 - December 2006
John Hancock January 1998 - July 2002
Fidelity Investments Trust Company January 1998 - December 2000
John Hancock June 1999 - January 2000
Fidelity Investments Fund Accounting March 1998 - November 1998
Skills
Training, Instructional Design, Captivate, E-Learning, Project Planning, SharePoint, Software Documentation, Instructor-led Training, Employee Training, Project Management, FrameMaker, Technical Writing, Technical Training, MS Project, Analysis, Performance Consulting, Training Needs Analysis, Microsoft Office, Coaching, Technical Documentation, Workshop Facilitation, ADDIE, Needs Analysis, Business Analysis, Management, Strategy, Management Consulting, Sales, Dreamweaver, Articulate Storyline
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, business
Boston University
Master of Education, Educational Media
Fitchburg State College
Bachelor of Science (B.S.), Communications Media
Passim School of Music
Acoustic Guitar
PeopleWorks Consulting, Inc January 1995 - Present
EMC November 2009 - October 2010
MassMutual Financial Group March 2009 - November 2009
RSA The Security Division of EMC March 2007 - December 2008
EMC January 2006 - December 2006
Hewlett-Packard January 2003 - December 2006
John Hancock January 1998 - July 2002
Fidelity Investments Trust Company January 1998 - December 2000
John Hancock June 1999 - January 2000
Fidelity Investments Fund Accounting March 1998 - November 1998
Skills
Training, Instructional Design, Captivate, E-Learning, Project Planning, SharePoint, Software Documentation, Instructor-led Training, Employee Training, Project Management, FrameMaker, Technical Writing, Technical Training, MS Project, Analysis, Performance Consulting, Training Needs Analysis, Microsoft Office, Coaching, Technical Documentation, Workshop Facilitation, ADDIE, Needs Analysis, Business Analysis, Management, Strategy, Management Consulting, Sales, Dreamweaver, Articulate Storyline
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, business
Boston University
Master of Education, Educational Media
Fitchburg State College
Bachelor of Science (B.S.), Communications Media
Passim School of Music
Acoustic Guitar
Brian Kiefer Brian Kiefer's John Hancock Experience January 2008 - May 2011
Job VP Business Development Executive, Northeast Region at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Scott C. Sacco's John Hancock Experience July 1987 - December 1994
Job Principal, Environs Strategies, LLC
Industry Management Consulting
Experience
Environs Strategies, LLC January 2008 - Present
Forest Systems, LLC August 1998 - September 2007
Hancock Timber Resource Group January 1995 - August 1998
John Hancock July 1987 - December 1994
Skills
Strategic Planning, Investments, Private Equity, Asset Management, Environmental
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor's Degree, Journalism (Political Science Concentration)
Harvard University 2009 — 2014
Master's Degree, History (Extension Studes -- Executive Leadership and International Relations Concentration)
Environs Strategies, LLC January 2008 - Present
Forest Systems, LLC August 1998 - September 2007
Hancock Timber Resource Group January 1995 - August 1998
John Hancock July 1987 - December 1994
Skills
Strategic Planning, Investments, Private Equity, Asset Management, Environmental
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor's Degree, Journalism (Political Science Concentration)
Harvard University 2009 — 2014
Master's Degree, History (Extension Studes -- Executive Leadership and International Relations Concentration)
Jesse Sallak Jesse Sallak's John Hancock Experience February 2009 - November 2014
Job Independent Life Insurance Agent
Industry Insurance
Experience
John Hancock February 2009 - November 2014
Skills
Team Building, Sales, Marketing, Leadership, Sales Management, Life Insurance, Term Life Insurance, Employee Benefits, Financial Services
Education
Ferris State University 2008 — 2009
Bachelor's degree, Business Administration
John Hancock February 2009 - November 2014
Skills
Team Building, Sales, Marketing, Leadership, Sales Management, Life Insurance, Term Life Insurance, Employee Benefits, Financial Services
Education
Ferris State University 2008 — 2009
Bachelor's degree, Business Administration
Robert McKnight Robert McKnight's John Hancock Experience 2000 - 2001
Job Owner, McKnight & McKnight Insurance Solutions
Industry Insurance
Experience
BNI - West Central Florida 2006 - Present
McKnight & McKnight Insurance Solutions 2001 - Present
John Hancock 2000 - 2001
Skills
Health Insurance, Life Insurance, Term Life Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Insurance, Retirement, Umbrella Insurance, Wealth Management, Investments, Critical Illness, Customer Service, Long-term Care, Team Building, Workers Compensation, Dentistry, Estate Planning, Health Savings Accounts, Medicare, Sales, Property & Casualty..., Underwriting, Brokers, Property, Small Business, Retirement Planning, 401k, Employee Benefits, Fixed Annuities
Education
Florida Southern College 1996 — 2000
BNI - West Central Florida 2006 - Present
McKnight & McKnight Insurance Solutions 2001 - Present
John Hancock 2000 - 2001
Skills
Health Insurance, Life Insurance, Term Life Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Insurance, Retirement, Umbrella Insurance, Wealth Management, Investments, Critical Illness, Customer Service, Long-term Care, Team Building, Workers Compensation, Dentistry, Estate Planning, Health Savings Accounts, Medicare, Sales, Property & Casualty..., Underwriting, Brokers, Property, Small Business, Retirement Planning, 401k, Employee Benefits, Fixed Annuities
Education
Florida Southern College 1996 — 2000
Katie Sansaverino Katie Sansaverino's John Hancock Experience August 1996 - August 1999
Job Learning Specialist
Industry Computer Software
Experience
ADP August 2006 - June 2013
ADP Employease December 1999 - August 2006
John Hancock August 1996 - August 1999
PepsiCo July 1992 - July 1996
Skills
ADP Payroll, Benefits Administration, HRIS
Education
Gettysburg College 1988 — 1992
Bachelors, Management (HR & Economics)
Manhattanville College 1994 — 1996
Masters Coursework, Organizational Management and Human Resources Development
ADP August 2006 - June 2013
ADP Employease December 1999 - August 2006
John Hancock August 1996 - August 1999
PepsiCo July 1992 - July 1996
Skills
ADP Payroll, Benefits Administration, HRIS
Education
Gettysburg College 1988 — 1992
Bachelors, Management (HR & Economics)
Manhattanville College 1994 — 1996
Masters Coursework, Organizational Management and Human Resources Development
Stas Antons Stas Antons's John Hancock Experience May 1997 - January 1999
Job Director, DevOps Engineering & Systems at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
Jennifer Kwan Jennifer Kwan's John Hancock Experience July 2006 - December 2006
Job
Industry Investment Management
Experience
Windrose Advisors October 2013 - Present
Spinnaker Capital LLC September 2009 - October 2013
Federal Reserve Bank of Boston July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock July 2006 - December 2006
Skills
Financial Analysis, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Equities, Banking, Mutual Funds, Internal Audit, Financial Modeling, Valuation, New Business Development, Trading, Investments, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Windrose Advisors October 2013 - Present
Spinnaker Capital LLC September 2009 - October 2013
Federal Reserve Bank of Boston July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock July 2006 - December 2006
Skills
Financial Analysis, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Equities, Banking, Mutual Funds, Internal Audit, Financial Modeling, Valuation, New Business Development, Trading, Investments, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Casey Green Casey Green's John Hancock Experience January 2011 - June 2011
Job Employer Brand at Dropbox
Industry Events Services
Experience
Dropbox September 2015 - Present
Dropbox January 2014 - Present
Boston Beer Company January 2013 - June 2013
The Sanctuary February 2012 - May 2012
John Hancock January 2011 - June 2011
Skills
Fundraising, Customer Service, Social Media, Management, Marketing, Public Relations, Sales, Nonprofits
Education
Northeastern University 2009 — 2014
Bachelor of Arts, Communication Studies; Organizational Communication, Business Administration Minor
Costa De Valencia Language School
Spanish Language and Culture
Dublin City University
Communication and Media Studies
Dropbox September 2015 - Present
Dropbox January 2014 - Present
Boston Beer Company January 2013 - June 2013
The Sanctuary February 2012 - May 2012
John Hancock January 2011 - June 2011
Skills
Fundraising, Customer Service, Social Media, Management, Marketing, Public Relations, Sales, Nonprofits
Education
Northeastern University 2009 — 2014
Bachelor of Arts, Communication Studies; Organizational Communication, Business Administration Minor
Costa De Valencia Language School
Spanish Language and Culture
Dublin City University
Communication and Media Studies
Christina Farynaz's John Hancock Experience 2007 - 2008
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - December 2009
Sebago Lake Lodge May 2003 - December 2008
John Hancock 2007 - 2008
Skills
Fixed Annuities, Customer Service, Retirement Planning, Sales, Marketing, Social Media, Client Relations Skills, Brand Development, Strategic Partnerships, Finance, Management, Leadership, Investments, Social Media Marketing
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Women's Studies
Tufts University 2006 — 2006
Economics
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - December 2009
Sebago Lake Lodge May 2003 - December 2008
John Hancock 2007 - 2008
Skills
Fixed Annuities, Customer Service, Retirement Planning, Sales, Marketing, Social Media, Client Relations Skills, Brand Development, Strategic Partnerships, Finance, Management, Leadership, Investments, Social Media Marketing
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Women's Studies
Tufts University 2006 — 2006
Economics
Jonathan Steiner, CIMA®, CFP® Jonathan Steiner, CIMA®, CFP®'s John Hancock Experience December 1999 - February 2001
Job Territory Manager of Financial Planning at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2012 - Present
Lockwood Advisors, a BNY Mellon Company July 2010 - July 2012
PNC Managed Investments February 2008 - June 2010
First Trust Advisors July 2001 - December 2007
John Hancock December 1999 - February 2001
Legg Mason July 1992 - December 1999
Education
Duke University 2009 — 2010
Executive Certificate in Financial Planning
St. Mary's College of Maryland 1988 — 1992
BA, Economics
Francis Scott Key 1985 — 1988
PNC Investments July 2012 - Present
Lockwood Advisors, a BNY Mellon Company July 2010 - July 2012
PNC Managed Investments February 2008 - June 2010
First Trust Advisors July 2001 - December 2007
John Hancock December 1999 - February 2001
Legg Mason July 1992 - December 1999
Education
Duke University 2009 — 2010
Executive Certificate in Financial Planning
St. Mary's College of Maryland 1988 — 1992
BA, Economics
Francis Scott Key 1985 — 1988
jeremy nickels jeremy nickels's John Hancock Experience August 2001 - December 2005
Job LongTerm Care Specialist / Senior Sales Consultant
Industry Insurance
Experience
Independent Insurance Agent September 2013 - Present
Excell Benefit Group June 2012 - September 2013
LTCI Partners January 2006 - June 2012
John Hancock August 2001 - December 2005
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Public Speaking, Long-term Care, Insurance, Retirement, Sales, Employee Benefits, Brokers, Fixed Annuities, Health Insurance, Financial Advisory, Financial Services
Education
Hope College 1997 — 2001
Bachelor of Arts, Business & Communications
South Haven High School 1993 — 1997
Independent Insurance Agent September 2013 - Present
Excell Benefit Group June 2012 - September 2013
LTCI Partners January 2006 - June 2012
John Hancock August 2001 - December 2005
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Public Speaking, Long-term Care, Insurance, Retirement, Sales, Employee Benefits, Brokers, Fixed Annuities, Health Insurance, Financial Advisory, Financial Services
Education
Hope College 1997 — 2001
Bachelor of Arts, Business & Communications
South Haven High School 1993 — 1997
John Lariviere John Lariviere's John Hancock Experience April 1996 - December 1996
Job Second Vice President at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management October 2007 - July 2013
New York Life Investment Management October 2004 - October 2007
Prudential Financial January 1997 - October 2004
John Hancock April 1996 - December 1996
Marsven International June 1993 - August 1995
AT&T August 1989 - April 1991
Skills
Mutual Funds, Series 7, Retirement, Financial Planning, Long Term Care, Continuing Education, Project Management, Strategic Financial..., Life Insurance, Retirement Planning, 401k, Fixed Annuities, Insurance, Investments, Long-term Care, Marketing, Securities, Series 63
Education
Fairleigh Dickinson University 2005 — 2006
Certified Financial Planner (CFP) Certificate, Financial Planning
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts, History and Philosophy
New York Life Investment Management October 2007 - July 2013
New York Life Investment Management October 2004 - October 2007
Prudential Financial January 1997 - October 2004
John Hancock April 1996 - December 1996
Marsven International June 1993 - August 1995
AT&T August 1989 - April 1991
Skills
Mutual Funds, Series 7, Retirement, Financial Planning, Long Term Care, Continuing Education, Project Management, Strategic Financial..., Life Insurance, Retirement Planning, 401k, Fixed Annuities, Insurance, Investments, Long-term Care, Marketing, Securities, Series 63
Education
Fairleigh Dickinson University 2005 — 2006
Certified Financial Planner (CFP) Certificate, Financial Planning
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts, History and Philosophy
Larry Klein Larry Klein's John Hancock Experience 2005 - 2006
Job Financial Services Marketing, Public Speaker, Blogger, Trainer, Author, Marketing System Developer
Industry Marketing and Advertising
Experience
www.Wealthyproducer.com 2009 - Present
www.financial-speaker.com January 2000 - Present
Javelin Marketing 2006 - 2009
NF Communications, Inc January 1996 - December 2006
Ann Arbor 2006 - 2006
John Hancock 2005 - 2006
NICCP 2005 - 2006
IRA Expert Training 2004 - 2006
M&O Marketing 2004 - 2006
NAFA 2005 - 2005
Skills
Platform Sales, Public Speaking, Sales Management, Sales, Writing, Blogger, Online Marketing, Online Advertising, Marketing, Digital Marketing, SEO, Social Media Marketing, Social Networking, Lead Generation, Entrepreneurship, Direct Marketing, Email Marketing, Training, SEM, Advertising, Marketing Strategy, E-commerce, Strategic Partnerships, PPC, Mobile Marketing, Strategy, Integrated Marketing, Digital Strategy, Digital Media, Start-ups, Customer Acquisition, Web Analytics, Google Adwords, Google Analytics, Brand Development, CRM, Direct Mail, Website Development, B2B Marketing, Web Marketing, Marketing Communications, Marketing Management, Salesforce.com, Interactive Marketing
Education
Harvard Business School 1978 — 1980
MBA, MBA
Penn State 1973 — 1976
Bachelor of Science (BS), Accounting
www.Wealthyproducer.com 2009 - Present
www.financial-speaker.com January 2000 - Present
Javelin Marketing 2006 - 2009
NF Communications, Inc January 1996 - December 2006
Ann Arbor 2006 - 2006
John Hancock 2005 - 2006
NICCP 2005 - 2006
IRA Expert Training 2004 - 2006
M&O Marketing 2004 - 2006
NAFA 2005 - 2005
Skills
Platform Sales, Public Speaking, Sales Management, Sales, Writing, Blogger, Online Marketing, Online Advertising, Marketing, Digital Marketing, SEO, Social Media Marketing, Social Networking, Lead Generation, Entrepreneurship, Direct Marketing, Email Marketing, Training, SEM, Advertising, Marketing Strategy, E-commerce, Strategic Partnerships, PPC, Mobile Marketing, Strategy, Integrated Marketing, Digital Strategy, Digital Media, Start-ups, Customer Acquisition, Web Analytics, Google Adwords, Google Analytics, Brand Development, CRM, Direct Mail, Website Development, B2B Marketing, Web Marketing, Marketing Communications, Marketing Management, Salesforce.com, Interactive Marketing
Education
Harvard Business School 1978 — 1980
MBA, MBA
Penn State 1973 — 1976
Bachelor of Science (BS), Accounting
Krista Kuntz's John Hancock Experience 2014 - Present
Job Consolidation Services Operations Specialist at John Hancock
Industry Financial Services
Experience
John Hancock 2014 - Present
Cypress Trust Company June 2012 - August 2013
Joseph S Sperduto, MD July 2011 - July 2011
Medical Specialists of the Palm Beaches July 2011 - July 2011
Skills
PowerPoint, Morningstar Direct, Bloomberg, Spanish, Microsoft Office, Word, Excel, Microsoft Excel, Microsoft Word
Education
Elon University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Saint Andrew's High School 2006 — 2010
John Hancock 2014 - Present
Cypress Trust Company June 2012 - August 2013
Joseph S Sperduto, MD July 2011 - July 2011
Medical Specialists of the Palm Beaches July 2011 - July 2011
Skills
PowerPoint, Morningstar Direct, Bloomberg, Spanish, Microsoft Office, Word, Excel, Microsoft Excel, Microsoft Word
Education
Elon University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Saint Andrew's High School 2006 — 2010
Scott Lull Scott Lull's John Hancock Experience August 1996 - February 1998
Job Systems Analyst at Complus Data Innovations, Inc.
Industry Information Technology and Services
Experience
Complus Data Innovations, Inc. January 2012 - Present
IBM May 2009 - January 2012
Freelance / Independent (Consultant) December 2008 - April 2009
Wheaton World Wide Moving October 2008 - November 2008
IBM October 2005 - August 2008
State Street February 1998 - September 2004
John Hancock August 1996 - February 1998
Harvard Pilgrim Health Care March 1996 - July 1996
KCI - Kostecki Company Inc January 1994 - February 1996
Skills
Data Warehousing, Unix, Oracle, DB2, Databases, SQL, Data Modeling, SDLC, PL/SQL, ETL
Education
Florida Atlantic University 1995 — 1995
Business / Economics
Dutchess Community College 1987 — 1993
Computer Info Systems
Complus Data Innovations, Inc. January 2012 - Present
IBM May 2009 - January 2012
Freelance / Independent (Consultant) December 2008 - April 2009
Wheaton World Wide Moving October 2008 - November 2008
IBM October 2005 - August 2008
State Street February 1998 - September 2004
John Hancock August 1996 - February 1998
Harvard Pilgrim Health Care March 1996 - July 1996
KCI - Kostecki Company Inc January 1994 - February 1996
Skills
Data Warehousing, Unix, Oracle, DB2, Databases, SQL, Data Modeling, SDLC, PL/SQL, ETL
Education
Florida Atlantic University 1995 — 1995
Business / Economics
Dutchess Community College 1987 — 1993
Computer Info Systems
John McGuinness John McGuinness's John Hancock Experience January 2012 - December 2012
Job Vice President East Coast Region at Strategic Benefits Group
Industry Financial Services
Experience
Strategic Benefits Group, Inc. January 2013 - Present
John Hancock January 2012 - December 2012
Wood Logan Associates May 1998 - January 2012
Wood Logan Associates May 1998 - December 1998
Wood Logan, Associates October 1996 - May 1998
Skills
CRM, Sales Operations, Selling, Strategy, Fixed Annuities, Leadership, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Finance, Management, Marketing, Retirement, Sales, Series 6, Series 7, Variable Annuities, Retirement Planning, Insurance
Education
Fordham University 1990 — 1994
Bachelor of Arts, History and Classics
Strategic Benefits Group, Inc. January 2013 - Present
John Hancock January 2012 - December 2012
Wood Logan Associates May 1998 - January 2012
Wood Logan Associates May 1998 - December 1998
Wood Logan, Associates October 1996 - May 1998
Skills
CRM, Sales Operations, Selling, Strategy, Fixed Annuities, Leadership, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Finance, Management, Marketing, Retirement, Sales, Series 6, Series 7, Variable Annuities, Retirement Planning, Insurance
Education
Fordham University 1990 — 1994
Bachelor of Arts, History and Classics
Nicole Huau Nicole Huau's John Hancock Experience March 2003 - August 2005
Job Senior Registered Client Associate
Industry Financial Services
Experience
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Daniel Ennis's John Hancock Experience September 2007 - March 2008
Job Data Center Facility Engineer
Industry Information Technology and Services
Experience
Computershare June 2015 - Present
Citizens Bank September 2012 - May 2015
Self Employed Independent Contractor November 2011 - October 2012
EMC April 2012 - July 2012
Wellington Management March 2008 - November 2011
John Hancock September 2007 - March 2008
One Communications February 2006 - September 2007
Conversent Communications 2003 - February 2006
Conversent Communications November 2001 - 2003
Network Plus January 2001 - November 2001
Skills
Data Center, Cisco Technologies, Project Management, Servers, Troubleshooting, Disaster Recovery, VPN, Telecommunications, Routers, Routing, Networking, TCP/IP, ITIL, DCIM, Risk Management, policy, Documentation
Education
Framingham State University 1994 — 1997
Bachelor of Arts, English Major / Communications Minor
Computershare June 2015 - Present
Citizens Bank September 2012 - May 2015
Self Employed Independent Contractor November 2011 - October 2012
EMC April 2012 - July 2012
Wellington Management March 2008 - November 2011
John Hancock September 2007 - March 2008
One Communications February 2006 - September 2007
Conversent Communications 2003 - February 2006
Conversent Communications November 2001 - 2003
Network Plus January 2001 - November 2001
Skills
Data Center, Cisco Technologies, Project Management, Servers, Troubleshooting, Disaster Recovery, VPN, Telecommunications, Routers, Routing, Networking, TCP/IP, ITIL, DCIM, Risk Management, policy, Documentation
Education
Framingham State University 1994 — 1997
Bachelor of Arts, English Major / Communications Minor
Scott Grussing's John Hancock Experience August 2002 - January 2005
Job Software Developer at Quality Distribution
Industry Transportation/Trucking/Railroad
Experience
Quality Distribution February 2006 - Present
Motivano January 2005 - February 2006
John Hancock August 2002 - January 2005
Florida Power & Light January 2002 - September 2002
PwC 2000 - 2001
Infinity Software Development 2000 - 2000
Skills
T-SQL, Scrum, Microsoft SQL Server, VB.NET, SDLC, Agile Methodologies, SharePoint, C#, Visio, Database Design, Integration, JavaScript, Python, Software Development, Project Management, HTML, Access, OOP, Software Project..., SQL, Process Improvement, IIS, SSIS, WCF, ASP.NET, Databases, AJAX, SSRS, .NET, Requirements Analysis, XML, Business Intelligence, Software Documentation, Business Analysis, Google App Engine, Test Driven Development, Linux, SQLAlchemy
Education
Florida State University 1998 — 2000
BS, MIS
Florida State University 1997 — 1998
Secondary Science/Math Teaching, Secondary Education and Teaching
Florida State University 1993 — 1998
BS, Biology
Cooper City High School 1989 — 1993
Diploma
Quality Distribution February 2006 - Present
Motivano January 2005 - February 2006
John Hancock August 2002 - January 2005
Florida Power & Light January 2002 - September 2002
PwC 2000 - 2001
Infinity Software Development 2000 - 2000
Skills
T-SQL, Scrum, Microsoft SQL Server, VB.NET, SDLC, Agile Methodologies, SharePoint, C#, Visio, Database Design, Integration, JavaScript, Python, Software Development, Project Management, HTML, Access, OOP, Software Project..., SQL, Process Improvement, IIS, SSIS, WCF, ASP.NET, Databases, AJAX, SSRS, .NET, Requirements Analysis, XML, Business Intelligence, Software Documentation, Business Analysis, Google App Engine, Test Driven Development, Linux, SQLAlchemy
Education
Florida State University 1998 — 2000
BS, MIS
Florida State University 1997 — 1998
Secondary Science/Math Teaching, Secondary Education and Teaching
Florida State University 1993 — 1998
BS, Biology
Cooper City High School 1989 — 1993
Diploma
Michael Cali's John Hancock Experience June 2000 - July 2002
Job Business Education Teacher at Wareham High School
Industry Higher Education
Experience
Wareham High School September 2014 - Present
Wm. F. Borhek Insurance Agency, Inc. September 2011 - December 2014
Cali Signing Services November 2010 - December 2014
Henry L. Newbury Insurance Agency May 2008 - September 2011
Countrywide Financial Corporation July 2002 - May 2008
John Hancock June 2000 - July 2002
Skills
Insurance, Mortgage Lending, Strategic Financial..., Life Insurance, Financial Services, Property & Casualty..., Loans, Underwriting, Investments, Notary Public, Retirement Planning, Financial Analysis, Employee Benefits, Professional Liability, Workers Compensation, Commercial Insurance
Education
Florida Institute of Technology 2009 — 2011
MBA, Accounting and Finance
University of Massachusetts Boston 1999 — 2000
BA, Political Science and Minor in Psychology
Wareham High School September 2014 - Present
Wm. F. Borhek Insurance Agency, Inc. September 2011 - December 2014
Cali Signing Services November 2010 - December 2014
Henry L. Newbury Insurance Agency May 2008 - September 2011
Countrywide Financial Corporation July 2002 - May 2008
John Hancock June 2000 - July 2002
Skills
Insurance, Mortgage Lending, Strategic Financial..., Life Insurance, Financial Services, Property & Casualty..., Loans, Underwriting, Investments, Notary Public, Retirement Planning, Financial Analysis, Employee Benefits, Professional Liability, Workers Compensation, Commercial Insurance
Education
Florida Institute of Technology 2009 — 2011
MBA, Accounting and Finance
University of Massachusetts Boston 1999 — 2000
BA, Political Science and Minor in Psychology
John C. S. Anderson's John Hancock Experience August 2011 - January 2013
Job Head of North American Corporate Finance at Manulife Financial
Industry Financial Services
Experience
Manulife Financial January 2013 - Present
John Hancock August 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2011
John Hancock Financial Services 2001 - 2003
JPMorgan Chase 1990 - 2000
Skills
French, Serbo-Croatian, German, Spanish, Russian
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA
The University of Chicago 1981 — 1985
BA, Economics
Manulife Financial January 2013 - Present
John Hancock August 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2011
John Hancock Financial Services 2001 - 2003
JPMorgan Chase 1990 - 2000
Skills
French, Serbo-Croatian, German, Spanish, Russian
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA
The University of Chicago 1981 — 1985
BA, Economics
Vaughn Schill's John Hancock Experience 2002 - 2003
Job Partner at Lane Bridgers Schill
Industry Financial Services
Experience
Lane Bridgers Schill September 2003 - Present
John Hancock 2002 - 2003
CooperNeff 2000 - 2002
Education
Duke University 1997 — 2000
BA, History
Audubon High School 1992 — 1996
Lane Bridgers Schill September 2003 - Present
John Hancock 2002 - 2003
CooperNeff 2000 - 2002
Education
Duke University 1997 — 2000
BA, History
Audubon High School 1992 — 1996
Carrie Sliwa Becker's John Hancock Experience 2001 - 2002
Job Human Resources Generalist at Atlas Copco
Industry Machinery
Experience
Atlas Copco July 2011 - August 2013
Authentix November 2010 - June 2011
Kimley-Horn and Associates, Inc. 2005 - November 2010
Cross Country Healthcare March 2002 - October 2005
John Hancock 2001 - 2002
Skills
Employee Benefits, Employee Relations, HRIS, Onboarding, Recruiting, College Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, New Hire Orientations, Benefits Administration, Benefits Negotiation, Budgets, Career Development, Conflict Resolution, Employment Law, Personnel Management, Internet Recruiting, Policy, Management, Contract Negotiation, Temporary Placement, Payroll, Employee Engagement, Hiring, Organizational Design, Screening, Interviews, Strategy, Succession Planning, Deferred Compensation, Performance Management, Talent Management, Performance Appraisal, System Administration, Organizational..., Employee Training, Time Management, Training, HR Policies, PeopleSoft, Sourcing, Process Improvement, Technical Recruiting, Leadership Development, Workforce Planning, FMLA, Sales, HR Consulting, Project Management
Education
Eckerd College
BS, Psychology
Boone Grove High School
Atlas Copco July 2011 - August 2013
Authentix November 2010 - June 2011
Kimley-Horn and Associates, Inc. 2005 - November 2010
Cross Country Healthcare March 2002 - October 2005
John Hancock 2001 - 2002
Skills
Employee Benefits, Employee Relations, HRIS, Onboarding, Recruiting, College Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, New Hire Orientations, Benefits Administration, Benefits Negotiation, Budgets, Career Development, Conflict Resolution, Employment Law, Personnel Management, Internet Recruiting, Policy, Management, Contract Negotiation, Temporary Placement, Payroll, Employee Engagement, Hiring, Organizational Design, Screening, Interviews, Strategy, Succession Planning, Deferred Compensation, Performance Management, Talent Management, Performance Appraisal, System Administration, Organizational..., Employee Training, Time Management, Training, HR Policies, PeopleSoft, Sourcing, Process Improvement, Technical Recruiting, Leadership Development, Workforce Planning, FMLA, Sales, HR Consulting, Project Management
Education
Eckerd College
BS, Psychology
Boone Grove High School
Dan Hehn Dan Hehn's John Hancock Experience 1994 - 2001
Job Director of Client Services at Demandware
Industry Computer Software
Experience
Demandware February 2005 - Present
Watch Hill Partners 2001 - 2005
John Hancock 1994 - 2001
c. w. Costello & Associates, inc. 1992 - 2001
Education
Illinois State University 1984 — 1988
Bachelor of Science, Applied Computer Science
Demandware February 2005 - Present
Watch Hill Partners 2001 - 2005
John Hancock 1994 - 2001
c. w. Costello & Associates, inc. 1992 - 2001
Education
Illinois State University 1984 — 1988
Bachelor of Science, Applied Computer Science
Robert Naples Robert Naples's John Hancock Experience 1983 - 1984
Job Robert F Naples CLU RHU ChFC AAI LUTCF Insurance and Financial Services Professional
Industry Insurance
Experience
Robert F Naples CLU RHU ChFC AAI LUTCF 2008 - Present
UnitedHealth Group 2007 - 2008
Naples & Associates 1991 - 2007
Academy Agency, Inc. 1992 - 1996
Allstate 1984 - 1991
John Hancock 1983 - 1984
Appalachian State University 1981 - 1983
Appalachian State University 1978 - 1983
Georgia State University 1975 - 1978
AXA Equitable 1969 - 1975
Skills
Insurance, Financial Services, Health Insurance, Medicare Options, Long Term Care, Disability Insurance, Life Insurance, Annuities, Sales, Marketing, Education, Training, Underwriting, Long-term Care, Estate Planning, Retirement, Medicare Advantage, Term Life Insurance, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Finance, Medicare, Universal Life, Financial Planners, Long Term Care Insurance, Property & Casualty..., Whole Life, Small Business, Commercial Insurance, General Insurance, Health Savings Accounts, Workers Compensation, Insurance Brokerage, Accident, 401k, IRAs, Claim, Legal Liability, Liability, Umbrella Insurance, Strategic Financial..., Financial Risk, Agents, Casualty, Homeowners, Professional Liability, Variable Annuities, Financial Advisory
Education
Georgia State University 1976 — 1978
PhD, Business Administration, Economics, Management, Quantitative Methods, Risk and Insurance
Georgia State University 1975 — 1976
MBA, Risk and Insurance
St. John's University, The Peter J. Tobin College of Business 1969 — 1973
BBA, Insurance
Husson University 1967 — 1969
ABS, Business Administration
Robert F Naples CLU RHU ChFC AAI LUTCF 2008 - Present
UnitedHealth Group 2007 - 2008
Naples & Associates 1991 - 2007
Academy Agency, Inc. 1992 - 1996
Allstate 1984 - 1991
John Hancock 1983 - 1984
Appalachian State University 1981 - 1983
Appalachian State University 1978 - 1983
Georgia State University 1975 - 1978
AXA Equitable 1969 - 1975
Skills
Insurance, Financial Services, Health Insurance, Medicare Options, Long Term Care, Disability Insurance, Life Insurance, Annuities, Sales, Marketing, Education, Training, Underwriting, Long-term Care, Estate Planning, Retirement, Medicare Advantage, Term Life Insurance, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Finance, Medicare, Universal Life, Financial Planners, Long Term Care Insurance, Property & Casualty..., Whole Life, Small Business, Commercial Insurance, General Insurance, Health Savings Accounts, Workers Compensation, Insurance Brokerage, Accident, 401k, IRAs, Claim, Legal Liability, Liability, Umbrella Insurance, Strategic Financial..., Financial Risk, Agents, Casualty, Homeowners, Professional Liability, Variable Annuities, Financial Advisory
Education
Georgia State University 1976 — 1978
PhD, Business Administration, Economics, Management, Quantitative Methods, Risk and Insurance
Georgia State University 1975 — 1976
MBA, Risk and Insurance
St. John's University, The Peter J. Tobin College of Business 1969 — 1973
BBA, Insurance
Husson University 1967 — 1969
ABS, Business Administration
Kim Locklear Kim Locklear's John Hancock Experience July 2011 - Present
Job
Industry Financial Services
Experience
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
Lisa Traudt's John Hancock Experience August 2006 - October 2006
Job LSS Principal Program Manager at EMC
Industry Retail
Experience
EMC Hopkinton June 2014 - Present
LoJack Corporation May 2012 - December 2013
Staples May 2007 - May 2012
John Hancock August 2006 - October 2006
Fidelity Investments May 1999 - June 2005
Skills
CRM, E-commerce, Data Warehousing, Retail, Team Building, Software Documentation, Customer Service, Leadership, Change Management, Program Management, Six Sigma, Management, Content Management, Operations Management, PMP, Process Improvement, Contact Centers, Project Management, MS Project, Visio, Scrum
Education
Fitchburg State University 1986 — 1991
BS, Communication
Burdett School of Business
Certificate of Accounting, Accounting
EMC Hopkinton June 2014 - Present
LoJack Corporation May 2012 - December 2013
Staples May 2007 - May 2012
John Hancock August 2006 - October 2006
Fidelity Investments May 1999 - June 2005
Skills
CRM, E-commerce, Data Warehousing, Retail, Team Building, Software Documentation, Customer Service, Leadership, Change Management, Program Management, Six Sigma, Management, Content Management, Operations Management, PMP, Process Improvement, Contact Centers, Project Management, MS Project, Visio, Scrum
Education
Fitchburg State University 1986 — 1991
BS, Communication
Burdett School of Business
Certificate of Accounting, Accounting
Stephanie Acker's John Hancock Experience October 2006 - December 2010
Job AVP, Global Brand Strategy & Advocacy
Industry Financial Services
Experience
Manulife March 2015 - Present
Manulife Financial January 2014 - March 2015
Manulife Financial January 2011 - December 2013
Manulife Financial April 2012 - April 2013
Manulife Financial Singapore January 2011 - April 2012
John Hancock October 2006 - December 2010
Merrill Lynch Insurance Group 2002 - 2006
Baymeadows Golf Club 1999 - 2002
HQ Global Workplaces 1997 - 1999
Skills
Marketing, Public Speaking, Management, Retirement, Retirement Planning, Client experience..., Service Delivery, Relationship Management, Leadership, Asset Allocation, Life Insurance, Series 7, Series 6, Fixed Annuities, Mutual Funds, Securities, Series 63, Program Management
Education
University of North Florida - College of Business Administration 2000 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Florida Community College at Jacksonville 1998 — 2000
Associate of Arts (AA)
Manulife March 2015 - Present
Manulife Financial January 2014 - March 2015
Manulife Financial January 2011 - December 2013
Manulife Financial April 2012 - April 2013
Manulife Financial Singapore January 2011 - April 2012
John Hancock October 2006 - December 2010
Merrill Lynch Insurance Group 2002 - 2006
Baymeadows Golf Club 1999 - 2002
HQ Global Workplaces 1997 - 1999
Skills
Marketing, Public Speaking, Management, Retirement, Retirement Planning, Client experience..., Service Delivery, Relationship Management, Leadership, Asset Allocation, Life Insurance, Series 7, Series 6, Fixed Annuities, Mutual Funds, Securities, Series 63, Program Management
Education
University of North Florida - College of Business Administration 2000 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Florida Community College at Jacksonville 1998 — 2000
Associate of Arts (AA)
Kevin Trokey's John Hancock Experience July 1989 - April 1992
Job Partner & Coach, Q4intelligence Contributing Writer Zywave | Rough Notes | Benefits Selling Keynote/National speaker
Industry Insurance
Experience
Q4intelligence An Agency Transformation Network February 2009 - Present
Welsch, Flatness, & Lutz September 1995 - February 2009
The Daniel & Henry Co. April 1992 - September 1995
John Hancock July 1989 - April 1992
Skills
Coaching, Strategic Planning, Business Strategy, Public Speaking, Employee Benefits, Sales Process, Systems Development, Marketing Strategy, Writing, Team Building, Selling Skills, Insurance, Sales Management, Marketing Communications, Negotiation, New Business Development, Management, Team Leadership, Marketing, Sales, Social Media, Leadership Development, Risk Management, Leadership, Management Consulting, Start-ups, Business Development, Change Management, System Development, B2B, Small Business, Business Planning, System Administration, Entrepreneurship, Strategy, Brokers, Training, Disability Insurance, Team Management, Health Insurance, Executive Management, Time Management, Account Management, Life Insurance
Education
Fontbonne University 1991 — 1993
MBA, Marketing/Management
Truman State University 1984 — 1989
BS, Business Administration
Q4intelligence An Agency Transformation Network February 2009 - Present
Welsch, Flatness, & Lutz September 1995 - February 2009
The Daniel & Henry Co. April 1992 - September 1995
John Hancock July 1989 - April 1992
Skills
Coaching, Strategic Planning, Business Strategy, Public Speaking, Employee Benefits, Sales Process, Systems Development, Marketing Strategy, Writing, Team Building, Selling Skills, Insurance, Sales Management, Marketing Communications, Negotiation, New Business Development, Management, Team Leadership, Marketing, Sales, Social Media, Leadership Development, Risk Management, Leadership, Management Consulting, Start-ups, Business Development, Change Management, System Development, B2B, Small Business, Business Planning, System Administration, Entrepreneurship, Strategy, Brokers, Training, Disability Insurance, Team Management, Health Insurance, Executive Management, Time Management, Account Management, Life Insurance
Education
Fontbonne University 1991 — 1993
MBA, Marketing/Management
Truman State University 1984 — 1989
BS, Business Administration
Bill Weydemeyer, MBA, CFP® Bill Weydemeyer, MBA, CFP®'s John Hancock Experience October 2004 - May 2005
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
Josh MacDonald Josh MacDonald's John Hancock Experience June 2003 - December 2007
Job Vice President at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
A.C.G. Associates, Inc. May 2009 - June 2012
Lincoln Financial Group December 2007 - April 2009
John Hancock June 2003 - December 2007
CIGNA September 1996 - June 2002
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Series 6, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions, Investments, FINRA, Profit Sharing, Qualified Retirement..., ERISA, Financial Advisory, Defined Contribution, Employee Benefits
Education
Eastern Connecticut State University
BS, Marketing/Public Relations
University of Maryland University College
MBA
Transamerica July 2012 - Present
A.C.G. Associates, Inc. May 2009 - June 2012
Lincoln Financial Group December 2007 - April 2009
John Hancock June 2003 - December 2007
CIGNA September 1996 - June 2002
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Series 6, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions, Investments, FINRA, Profit Sharing, Qualified Retirement..., ERISA, Financial Advisory, Defined Contribution, Employee Benefits
Education
Eastern Connecticut State University
BS, Marketing/Public Relations
University of Maryland University College
MBA
Arnold Garron Arnold Garron's John Hancock Experience March 2010 - November 2011
Job Executive Director, APG Organizational Consulting, LLC
Industry Financial Services
Experience
APG Organizational Consulting, LLC October 2012 - Present
University of New Hampshire November 2013 - June 2015
John Hancock March 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
New England Patriots 1985 - 1985
Washington Redskins 1984 - 1984
Skills
Management, Leadership, Financial Services, Strategy, New Business Development, Investments, Strategic Planning, Relationship Management, Fixed Annuities, Insurance, Retirement, Mutual Funds, Business Relationship..., Team Building, Sales, Financial Advisory, Training, Recruiting, Series 63, Series 6, Series 7, Sales Management, Risk Management, Asset Management, Negotiation, Retirement Planning, Personal Development, Wealth Management, Strategic Financial..., Alternative Investments, Variable Annuities, Sales and Distribution..., Strategy Implementation, Operational Excellence, Securities, Investment Advisory, Separately Managed..., Portfolio Management, Life Insurance, Mentoring, C Level Selling, Investment Management, Investment Strategies, Financial and Insurance..., Empathy, Cross-functional Team..., Mergers & Acquisitions, Educational Leadership, Business Strategy, Financial Planning
Education
Harvard Business School 2004 — 2004
Changing the Game: Negotiation and Competitive Decision Making
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2004
Understanding & Solving Complex Problems Using System Dynamics
Columbia University Graduate School of Business 2002 — 2002
Sales Management Program
Harvard University Extension School 1990 — 1992
Graduate Certificate, International Business - Pacific Rim
University of New Hampshire 1980 — 1984
B.S., Business/Hotel Administration
Framingham South High School 1976 — 1980
APG Organizational Consulting, LLC October 2012 - Present
University of New Hampshire November 2013 - June 2015
John Hancock March 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
New England Patriots 1985 - 1985
Washington Redskins 1984 - 1984
Skills
Management, Leadership, Financial Services, Strategy, New Business Development, Investments, Strategic Planning, Relationship Management, Fixed Annuities, Insurance, Retirement, Mutual Funds, Business Relationship..., Team Building, Sales, Financial Advisory, Training, Recruiting, Series 63, Series 6, Series 7, Sales Management, Risk Management, Asset Management, Negotiation, Retirement Planning, Personal Development, Wealth Management, Strategic Financial..., Alternative Investments, Variable Annuities, Sales and Distribution..., Strategy Implementation, Operational Excellence, Securities, Investment Advisory, Separately Managed..., Portfolio Management, Life Insurance, Mentoring, C Level Selling, Investment Management, Investment Strategies, Financial and Insurance..., Empathy, Cross-functional Team..., Mergers & Acquisitions, Educational Leadership, Business Strategy, Financial Planning
Education
Harvard Business School 2004 — 2004
Changing the Game: Negotiation and Competitive Decision Making
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2004
Understanding & Solving Complex Problems Using System Dynamics
Columbia University Graduate School of Business 2002 — 2002
Sales Management Program
Harvard University Extension School 1990 — 1992
Graduate Certificate, International Business - Pacific Rim
University of New Hampshire 1980 — 1984
B.S., Business/Hotel Administration
Framingham South High School 1976 — 1980
Brian Hodge's John Hancock Experience November 2008 - July 2012
Job Experienced Creative Leader
Industry Financial Services
Experience
TGS August 2014 - Present
Nuance Marketing September 2012 - August 2014
John Hancock November 2008 - July 2012
Thrasher Funds April 2007 - October 2008
Boston University Center for Digital Imaging Arts (CDIA) September 2007 - June 2008
Hodge Graphic Design 2000 - 2007
The Lawrenceville School November 2004 - June 2006
Pratt Institute September 2000 - December 2004
OppenheimerFunds January 1998 - September 2000
Whitney Museum of American Art November 1996 - December 1997
Skills
User Interface Design, Motion Design, Graphic Design, Video Production, Video Editing, After Effects, Final Cut Pro, Photoshop, Social Media, Advertising, InDesign, Web Design, Adobe Creative Suite, Art Direction, Integrated Marketing, Creative Direction, User Experience
Education
Harvard University 2008 — 2012
Master of Liberal Arts (ALM), General Management
Yale University 1992 — 1996
Bachelors of Arts, Art/Graphic Design
The Hotchkiss School 1988 — 1992
TGS August 2014 - Present
Nuance Marketing September 2012 - August 2014
John Hancock November 2008 - July 2012
Thrasher Funds April 2007 - October 2008
Boston University Center for Digital Imaging Arts (CDIA) September 2007 - June 2008
Hodge Graphic Design 2000 - 2007
The Lawrenceville School November 2004 - June 2006
Pratt Institute September 2000 - December 2004
OppenheimerFunds January 1998 - September 2000
Whitney Museum of American Art November 1996 - December 1997
Skills
User Interface Design, Motion Design, Graphic Design, Video Production, Video Editing, After Effects, Final Cut Pro, Photoshop, Social Media, Advertising, InDesign, Web Design, Adobe Creative Suite, Art Direction, Integrated Marketing, Creative Direction, User Experience
Education
Harvard University 2008 — 2012
Master of Liberal Arts (ALM), General Management
Yale University 1992 — 1996
Bachelors of Arts, Art/Graphic Design
The Hotchkiss School 1988 — 1992
Holly S. (Sexton) Manning's John Hancock Experience January 2008 - April 2009
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
Stephen Bertolini Stephen Bertolini's John Hancock Experience 1985 - 1990
Job Life Insurance | Annuities | FSA | MAAA | Geographically Flexible
Industry Insurance
Experience
Jacobson Solutions December 2013 - Present
ING 2011 - 2012
ALICO 1995 - 2011
Monumental Life Insurance 1993 - 1995
Equitable of Japan 1990 - 1991
John Hancock 1985 - 1990
Skills
Actuarial Science, Valuation, ALM, Sarbanes-Oxley Act, Financial Reporting, Capital Management, Embedded Value, Life Insurance, Fixed Annuities, Stochastic Modeling, IFRS, US GAAP, FSA, Solvency II, Insurance, Economic Capital, Risk Management
Education
Harvard University 1980 — 1985
BA, Applied Math
University of Pennsylvania
Linguistics
Jacobson Solutions December 2013 - Present
ING 2011 - 2012
ALICO 1995 - 2011
Monumental Life Insurance 1993 - 1995
Equitable of Japan 1990 - 1991
John Hancock 1985 - 1990
Skills
Actuarial Science, Valuation, ALM, Sarbanes-Oxley Act, Financial Reporting, Capital Management, Embedded Value, Life Insurance, Fixed Annuities, Stochastic Modeling, IFRS, US GAAP, FSA, Solvency II, Insurance, Economic Capital, Risk Management
Education
Harvard University 1980 — 1985
BA, Applied Math
University of Pennsylvania
Linguistics
Denis Loring Denis Loring's John Hancock Experience 1971 - 1981
Job Reinsurance arbitrator and umpire certified by ARIASUS
Industry Insurance
Experience
RGA Worldwide Reinsurance Company, Ltd. 2012 - Present
RGA Reinsurance Company 1998 - 2012
AXA Financial 1981 - 1998
John Hancock 1971 - 1981
Skills
reinsurance, Dispute Resolution, Reinsurance, Claims Management, Workers Compensation, Insurance Law, Pensions, Actuarial Science, Claim, Professional Liability, Insurance, Underwriting, Litigation Management, Arbitration, Liability, Risk Management, Litigation, Casualty, Property & Casualty..., Captives, Brokers, Solvency II, Excess, Legal Liability, D&O, Economic Capital, Enterprise Risk..., Commercial Insurance, Life Insurance, Financial Risk, Accident, Health Insurance, Commercial Lines, ALM, General Insurance
Education
Massachusetts Institute of Technology 1969 — 1971
M.S., Mathematics
Harvard University 1965 — 1969
A.B., Mathematics
Garden City HS
RGA Worldwide Reinsurance Company, Ltd. 2012 - Present
RGA Reinsurance Company 1998 - 2012
AXA Financial 1981 - 1998
John Hancock 1971 - 1981
Skills
reinsurance, Dispute Resolution, Reinsurance, Claims Management, Workers Compensation, Insurance Law, Pensions, Actuarial Science, Claim, Professional Liability, Insurance, Underwriting, Litigation Management, Arbitration, Liability, Risk Management, Litigation, Casualty, Property & Casualty..., Captives, Brokers, Solvency II, Excess, Legal Liability, D&O, Economic Capital, Enterprise Risk..., Commercial Insurance, Life Insurance, Financial Risk, Accident, Health Insurance, Commercial Lines, ALM, General Insurance
Education
Massachusetts Institute of Technology 1969 — 1971
M.S., Mathematics
Harvard University 1965 — 1969
A.B., Mathematics
Garden City HS
Bret Brisky's John Hancock Experience January 1997 - January 1999
Job QA Analyst, FOX Broadcasting
Industry Information Technology and Services
Experience
Fox Broadcasting Company April 2007 - Present
John R. Wood Realtors Inc. March 2005 - October 2006
Softricity January 2001 - September 2001
MFS Investment Management 1999 - 2001
John Hancock January 1997 - January 1999
Lockheed Martin IMS January 1994 - January 1997
Society for Worldwide Interbank Financial Telecommunications January 1983 - January 1994
Skills
QA Automation, Change Management, Team Management, Quality Assurance, Test Automation, Software Quality..., Regression, Testing, SDLC, Test Cases, Test Planning, Regression Testing, System Testing, Programming
Education
George Mason University 1989 — 1991
No Degree, Continuing Education, Software Engineering
Indiana University of Pennsylvania (IUP) 1976 — 1983
Bachelor's Degree, Computer Science
Fox Broadcasting Company April 2007 - Present
John R. Wood Realtors Inc. March 2005 - October 2006
Softricity January 2001 - September 2001
MFS Investment Management 1999 - 2001
John Hancock January 1997 - January 1999
Lockheed Martin IMS January 1994 - January 1997
Society for Worldwide Interbank Financial Telecommunications January 1983 - January 1994
Skills
QA Automation, Change Management, Team Management, Quality Assurance, Test Automation, Software Quality..., Regression, Testing, SDLC, Test Cases, Test Planning, Regression Testing, System Testing, Programming
Education
George Mason University 1989 — 1991
No Degree, Continuing Education, Software Engineering
Indiana University of Pennsylvania (IUP) 1976 — 1983
Bachelor's Degree, Computer Science
Candice Acquino Candice Acquino's John Hancock Experience August 2007 - September 2009
Job Project Manager, Conferences and Events
Industry Publishing
Experience
Lesley University February 2014 - Present
Lesley University January 2013 - Present
Barefoot Books February 2012 - January 2013
Barefoot Books September 2009 - February 2012
John Hancock August 2007 - September 2009
Dan’s Papers September 2006 - January 2007
Skills
Email Marketing, Copywriting, Marketing, Social Media, Newsletters, Event Planning, Editing, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Market Planning, Microsoft Office, Publishing, Customer Service, Advertising, Direct Marketing, E-commerce, Creative Writing, Creative Services, Direct Mail, Creative Direction, Editorial
Education
Simmons College
Bachelor of Arts, Women’s Studies
Fisher College 2000 — 2002
Associate's degree
Lesley University February 2014 - Present
Lesley University January 2013 - Present
Barefoot Books February 2012 - January 2013
Barefoot Books September 2009 - February 2012
John Hancock August 2007 - September 2009
Dan’s Papers September 2006 - January 2007
Skills
Email Marketing, Copywriting, Marketing, Social Media, Newsletters, Event Planning, Editing, Online Advertising, Marketing Strategy, Copy Editing, Marketing Communications, Market Planning, Microsoft Office, Publishing, Customer Service, Advertising, Direct Marketing, E-commerce, Creative Writing, Creative Services, Direct Mail, Creative Direction, Editorial
Education
Simmons College
Bachelor of Arts, Women’s Studies
Fisher College 2000 — 2002
Associate's degree
Christian Haiber Christian Haiber's John Hancock Experience 2001 - 2004
Job Application Architect at The Auto Club Group
Industry E-Learning
Experience
The Auto Club Group May 2013 - Present
Bisk Education March 2006 - May 2013
Publix 2004 - 2006
John Hancock 2001 - 2004
First USA 1998 - 2001
MBNA March 1997 - February 1998
IMC, Inc August 1995 - March 1997
Skills
ASP.NET, Microsoft SQL Server, SQL, Database Design, JavaScript, SharePoint, Software Development, C#, T-SQL, Visio, VB.NET
Education
Florida Institute of Technology 2009 — 2011
MBA, IT Management
Florida Institute of Technology 2006 — 2009
M.S., Information Technology
University of Virginia 1991 — 1995
B.S., Computer Science
Salesianum
The Auto Club Group May 2013 - Present
Bisk Education March 2006 - May 2013
Publix 2004 - 2006
John Hancock 2001 - 2004
First USA 1998 - 2001
MBNA March 1997 - February 1998
IMC, Inc August 1995 - March 1997
Skills
ASP.NET, Microsoft SQL Server, SQL, Database Design, JavaScript, SharePoint, Software Development, C#, T-SQL, Visio, VB.NET
Education
Florida Institute of Technology 2009 — 2011
MBA, IT Management
Florida Institute of Technology 2006 — 2009
M.S., Information Technology
University of Virginia 1991 — 1995
B.S., Computer Science
Salesianum
Steve Gardner's John Hancock Experience May 1995 - June 1999
Job Director of Sales at Propel Marketing
Industry Online Media
Experience
Propel Marketing January 2014 - Present
GateHouse Media New England April 2011 - December 2013
RSVP March 2010 - December 2010
Boston.com September 2006 - February 2010
BostonWorks March 2004 - August 2006
Monster June 1999 - February 2004
John Hancock May 1995 - June 1999
Skills
Salesforce.com, Online Advertising, CRM, Digital Marketing, Social Media Marketing, SEM, New Business Development, Digital Media, Lead Generation, B2B, Building High..., Selling, Direct Marketing, SEO, Marketing, Strategy, Marketing Strategy, SPIN Selling, Advertising Sales, Sales, Leadership, Email Marketing, Training, Integrated Marketing, Mobile Advertising
Education
Eastern Nazarene College
BS, Business Administration
University of Massachusetts Boston
Propel Marketing January 2014 - Present
GateHouse Media New England April 2011 - December 2013
RSVP March 2010 - December 2010
Boston.com September 2006 - February 2010
BostonWorks March 2004 - August 2006
Monster June 1999 - February 2004
John Hancock May 1995 - June 1999
Skills
Salesforce.com, Online Advertising, CRM, Digital Marketing, Social Media Marketing, SEM, New Business Development, Digital Media, Lead Generation, B2B, Building High..., Selling, Direct Marketing, SEO, Marketing, Strategy, Marketing Strategy, SPIN Selling, Advertising Sales, Sales, Leadership, Email Marketing, Training, Integrated Marketing, Mobile Advertising
Education
Eastern Nazarene College
BS, Business Administration
University of Massachusetts Boston
Clayton Schuller Clayton Schuller's John Hancock Experience July 2004 - February 2005
Job
Industry Construction
Experience
FBN Construction November 2012 - Present
Next Step Living Inc. November 2008 - November 2012
Northeast Sustainable Energy Association January 2010 - December 2010
Builders Association of Greater Boston January 2006 - December 2010
F.D. Sterritt Lumber February 2005 - November 2008
John Hancock July 2004 - February 2005
Skills
Green, Green Building, Energy, Sustainability, Home, Energy Efficiency, Cleantech, LEED, New Business Development, Environmental Awareness, Solar Energy, Residential Homes, Business Development, Sales, Product Development, Construction Management, Building Materials, Renovation, Energy Policy, Construction, Sustainable Design, Energy Audits, Energy Conservation, LEED AP, Sustainable Energy, Contract Negotiation, Photovoltaics, Renewable Energy, Start-ups, Negotiation, Entrepreneurship, Contractors, Sustainability...
Education
Georgetown University 1993 — 1997
BA
Middlesex School 1990 — 1993
FBN Construction November 2012 - Present
Next Step Living Inc. November 2008 - November 2012
Northeast Sustainable Energy Association January 2010 - December 2010
Builders Association of Greater Boston January 2006 - December 2010
F.D. Sterritt Lumber February 2005 - November 2008
John Hancock July 2004 - February 2005
Skills
Green, Green Building, Energy, Sustainability, Home, Energy Efficiency, Cleantech, LEED, New Business Development, Environmental Awareness, Solar Energy, Residential Homes, Business Development, Sales, Product Development, Construction Management, Building Materials, Renovation, Energy Policy, Construction, Sustainable Design, Energy Audits, Energy Conservation, LEED AP, Sustainable Energy, Contract Negotiation, Photovoltaics, Renewable Energy, Start-ups, Negotiation, Entrepreneurship, Contractors, Sustainability...
Education
Georgetown University 1993 — 1997
BA
Middlesex School 1990 — 1993
Christopher Acheson's John Hancock Experience August 2002 - April 2005
Job President of the Acheson Group Inc.
Industry Financial Services
Experience
MetLife January 2015 - Present
The Acheson Group Inc. June 2013 - Present
Long Island Association of Football Officials (LIAFO) August 2009 - Present
New England Financial, A MetLife Company April 2005 - December 2014
John Hancock August 2002 - April 2005
Skills
Financial Services, Retirement Planning, Wealth Management, Asset Managment, Mutual Funds, 401k, Life Insurance, Investments, Disability Insurance, Long-term Care, Medicare Advantage, Medicare Supplement, Medicare Part D, Health Insurance, Employee Benefits
Education
Hamilton College 1998 — 2002
Liberal Arts
Garden City 1994 — 1998
MetLife January 2015 - Present
The Acheson Group Inc. June 2013 - Present
Long Island Association of Football Officials (LIAFO) August 2009 - Present
New England Financial, A MetLife Company April 2005 - December 2014
John Hancock August 2002 - April 2005
Skills
Financial Services, Retirement Planning, Wealth Management, Asset Managment, Mutual Funds, 401k, Life Insurance, Investments, Disability Insurance, Long-term Care, Medicare Advantage, Medicare Supplement, Medicare Part D, Health Insurance, Employee Benefits
Education
Hamilton College 1998 — 2002
Liberal Arts
Garden City 1994 — 1998
Gregory Winn Gregory Winn's John Hancock Experience August 1988 - March 2003
Job Vice President Treasury at DentaQuest
Industry Insurance
Experience
DentaQuest June 2012 - Present
ALICO January 2010 - December 2010
Scottish Re July 2005 - November 2007
OneBeacon Insurance 2003 - 2005
John Hancock August 1988 - March 2003
Bank of New England 1986 - 1988
State Street 1982 - 1986
Data General June 1978 - August 1980
Skills
Insurance, Investments, Corporate Finance, Treasury Management, Capital Markets, Financial Analysis, Financial Planning, Mergers, Credit Analysis, Capital Management, Cash Management, Debt, Asset Management, Financial Modeling, Investor Relations, Financial Markets, Credit, Forecasting, Corporate Governance, Strategic Planning, Executive Management, Capital, Strategic Financial..., Asset Managment, Fixed Income, Business Planning, Analysis, Banking, Leadership, Treasury, Management, Financial Services, Valuation, Enterprise Risk..., Financial Risk, Finance, Loans, Portfolio Management, Due Diligence, Financial Reporting, Mergers
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Duke University 1974 — 1978
BA, Economics, Magna Cum laude
Phillips Academy 1970 — 1974
DentaQuest June 2012 - Present
ALICO January 2010 - December 2010
Scottish Re July 2005 - November 2007
OneBeacon Insurance 2003 - 2005
John Hancock August 1988 - March 2003
Bank of New England 1986 - 1988
State Street 1982 - 1986
Data General June 1978 - August 1980
Skills
Insurance, Investments, Corporate Finance, Treasury Management, Capital Markets, Financial Analysis, Financial Planning, Mergers, Credit Analysis, Capital Management, Cash Management, Debt, Asset Management, Financial Modeling, Investor Relations, Financial Markets, Credit, Forecasting, Corporate Governance, Strategic Planning, Executive Management, Capital, Strategic Financial..., Asset Managment, Fixed Income, Business Planning, Analysis, Banking, Leadership, Treasury, Management, Financial Services, Valuation, Enterprise Risk..., Financial Risk, Finance, Loans, Portfolio Management, Due Diligence, Financial Reporting, Mergers
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Duke University 1974 — 1978
BA, Economics, Magna Cum laude
Phillips Academy 1970 — 1974
Jacqueline Masten's John Hancock Experience May 2007 - Present
Job Registry analyst at John Hancock
Industry Insurance
Experience
John Hancock May 2007 - Present
Emmanuel College September 2005 - May 2007
Holiday Inn May 2006 - December 2006
Education
Emmanuel College 2003 — 2007
BA, English -Writing and Literature
John Hancock May 2007 - Present
Emmanuel College September 2005 - May 2007
Holiday Inn May 2006 - December 2006
Education
Emmanuel College 2003 — 2007
BA, English -Writing and Literature
David Keys David Keys's John Hancock Experience May 2004 - November 2005
Job Program and Operations Consultant | TravelingPM.com
Industry Information Technology and Services
Experience
TravelingPM.com August 2015 - Present
Amazon October 2014 - August 2015
Amazon October 2013 - October 2014
Amazon November 2011 - October 2013
Amazon December 2009 - November 2011
Amazon December 2007 - December 2009
Amazon November 2005 - December 2007
John Hancock May 2004 - November 2005
Skills
Process Improvement, Vendor Management, Management, Project Management, Publishing, Call Centers, Account Management, Operations Management, Customer Service, Product Management, Customer Experience, Leadership, Start-ups, Analytics, Business Analysis, Cross-functional Team..., Program Management, Call Center, Customer Relations, Data Analysis, Salesforce.com, CRM, Sales, Interviews, Team Leadership, Quality Management, Customer Retention, Product Marketing, Associate Development, Contract Negotiation, Cloud Computing, Strategic Partnerships, SaaS, Mobile Devices, Instructor-led Training, Digital Printing, Content Management, Security, Outsourcing, Strategy, Business Intelligence, Business Development, Change Management, Performance Management, Localization, CSS, HTML5, Coworking, Mentoring, Office Management
Education
Northland College 2006 — 2007
Surgical Technology
Grand Rapids Community College 2003 — 2005
Economics
TravelingPM.com August 2015 - Present
Amazon October 2014 - August 2015
Amazon October 2013 - October 2014
Amazon November 2011 - October 2013
Amazon December 2009 - November 2011
Amazon December 2007 - December 2009
Amazon November 2005 - December 2007
John Hancock May 2004 - November 2005
Skills
Process Improvement, Vendor Management, Management, Project Management, Publishing, Call Centers, Account Management, Operations Management, Customer Service, Product Management, Customer Experience, Leadership, Start-ups, Analytics, Business Analysis, Cross-functional Team..., Program Management, Call Center, Customer Relations, Data Analysis, Salesforce.com, CRM, Sales, Interviews, Team Leadership, Quality Management, Customer Retention, Product Marketing, Associate Development, Contract Negotiation, Cloud Computing, Strategic Partnerships, SaaS, Mobile Devices, Instructor-led Training, Digital Printing, Content Management, Security, Outsourcing, Strategy, Business Intelligence, Business Development, Change Management, Performance Management, Localization, CSS, HTML5, Coworking, Mentoring, Office Management
Education
Northland College 2006 — 2007
Surgical Technology
Grand Rapids Community College 2003 — 2005
Economics
Jillian Kovalski Jillian Kovalski's John Hancock Experience August 2010 - November 2010
Job Liability Adjuster at Homesite Insurance
Industry Insurance
Experience
Homesite Insurance March 2014 - Present
Homesite Insurance September 2013 - March 2014
Atlantic Charter Insurance November 2010 - September 2013
John Hancock August 2010 - November 2010
Fairfield Preparatory School January 2010 - May 2010
Fairfield University September 2006 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Facebook, Editing, Customer Service, Data Analysis, Leadership, Spanish
Education
Fairfield University 2006 — 2010
Bachelor of Arts, Spanish, Psychology
University of Seville
Bachelor of Arts, Spanish
Homesite Insurance March 2014 - Present
Homesite Insurance September 2013 - March 2014
Atlantic Charter Insurance November 2010 - September 2013
John Hancock August 2010 - November 2010
Fairfield Preparatory School January 2010 - May 2010
Fairfield University September 2006 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Facebook, Editing, Customer Service, Data Analysis, Leadership, Spanish
Education
Fairfield University 2006 — 2010
Bachelor of Arts, Spanish, Psychology
University of Seville
Bachelor of Arts, Spanish
Clay Beatty's John Hancock Experience December 1989 - December 1999
Job ETL Developer at Beacon Health Strategies
Industry Computer Software
Experience
Beacon Health Strategies September 2014 - Present
Citi November 2010 - May 2014
State Street Corporation January 2007 - November 2010
Manulife Financial July 2000 - January 2007
Pegasystems December 1999 - July 2000
John Hancock December 1989 - December 1999
US Army Reserve 1979 - 1995
Horizon House Publications May 1987 - December 1989
Wang December 1985 - May 1987
Skills
Databases, Software Development, Microsoft SQL Server, VB.NET, SQL, Enterprise Architecture, Visual Basic, SQL Tuning, Data Warehousing, T-SQL, SDLC, Database Administration, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project..., ETL, SharePoint, Business Intelligence, Requirements Gathering, Visio, Integration
Education
Northeastern University 1990 — 1996
Framingham State University 1981 — 1985
Beacon Health Strategies September 2014 - Present
Citi November 2010 - May 2014
State Street Corporation January 2007 - November 2010
Manulife Financial July 2000 - January 2007
Pegasystems December 1999 - July 2000
John Hancock December 1989 - December 1999
US Army Reserve 1979 - 1995
Horizon House Publications May 1987 - December 1989
Wang December 1985 - May 1987
Skills
Databases, Software Development, Microsoft SQL Server, VB.NET, SQL, Enterprise Architecture, Visual Basic, SQL Tuning, Data Warehousing, T-SQL, SDLC, Database Administration, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project..., ETL, SharePoint, Business Intelligence, Requirements Gathering, Visio, Integration
Education
Northeastern University 1990 — 1996
Framingham State University 1981 — 1985
Anil Behal, PhD, MA, MSM's John Hancock Experience 1995 - 1997
Job Director of OD and Talent Management
Industry Professional Training & Coaching
Experience
Lee Hecht Harrison July 2015 - Present
ORGDYNE Training and Consulting, LLC August 2008 - Present
UnitedHealth Group June 2007 - August 2008
Nationwide Insurance Company 1999 - 2002
MetLife 1997 - 1998
John Hancock 1995 - 1997
Skills
Process Consulting, Negative Capability, Leadership Development, Coaching, Change Management, Group Executive Coaching, Team Mirroring, Executive Coaching, Organizational..., Performance Management, Team Building, Management Consulting, Staff Development, Organizational..., Personal Development, Entrepreneurship, Talent Management, Leadership, Succession Planning, Analysis, Psychoanalysis, Employee Training, Culture Change, Training, Organizational Learning, Organizational Design, Business Strategy, Executive Development, E-Learning, Strategy, Employee Engagement, Conflict Resolution, Workshop Facilitation, Program Management, Performance Improvement, Personnel Management, Strategic Planning, Career Management, Training Delivery, Consulting, MBTI, Emotional Intelligence, Management Development, Business Coaching, 360 Feedback, Career Counseling, HR Consulting, Career Development, Personal Coaching, Action Learning
Education
Fielding Graduate University 2003 — 2014
Doctor of Philosophy (Ph.D.), Human and Organizational Systems (OD)
Fielding Graduate University 2003 — 2006
Master's degree, Human and Organizational Systems
Villanova University 2008 — 2008
Graduate Certificate, Six Sigma Green Belt (Healthcare)
American College 1991 — 1995
MS, Management
Delhi Public School-Mathura Road 1957 — 1968
High School, Indian School Certificate (ISC)- University of Cambridge
Lee Hecht Harrison July 2015 - Present
ORGDYNE Training and Consulting, LLC August 2008 - Present
UnitedHealth Group June 2007 - August 2008
Nationwide Insurance Company 1999 - 2002
MetLife 1997 - 1998
John Hancock 1995 - 1997
Skills
Process Consulting, Negative Capability, Leadership Development, Coaching, Change Management, Group Executive Coaching, Team Mirroring, Executive Coaching, Organizational..., Performance Management, Team Building, Management Consulting, Staff Development, Organizational..., Personal Development, Entrepreneurship, Talent Management, Leadership, Succession Planning, Analysis, Psychoanalysis, Employee Training, Culture Change, Training, Organizational Learning, Organizational Design, Business Strategy, Executive Development, E-Learning, Strategy, Employee Engagement, Conflict Resolution, Workshop Facilitation, Program Management, Performance Improvement, Personnel Management, Strategic Planning, Career Management, Training Delivery, Consulting, MBTI, Emotional Intelligence, Management Development, Business Coaching, 360 Feedback, Career Counseling, HR Consulting, Career Development, Personal Coaching, Action Learning
Education
Fielding Graduate University 2003 — 2014
Doctor of Philosophy (Ph.D.), Human and Organizational Systems (OD)
Fielding Graduate University 2003 — 2006
Master's degree, Human and Organizational Systems
Villanova University 2008 — 2008
Graduate Certificate, Six Sigma Green Belt (Healthcare)
American College 1991 — 1995
MS, Management
Delhi Public School-Mathura Road 1957 — 1968
High School, Indian School Certificate (ISC)- University of Cambridge
Greg Valentini's John Hancock Experience November 2001 - March 2013
Job Event Manager at Plexus Worldwide, Inc.
Industry Events Services
Experience
Plexus Worldwide, Inc. February 2015 - Present
Freelance Producer March 2013 - February 2015
John Hancock November 2001 - March 2013
Worcester Polytechnic Institute August 2000 - December 2001
massAV April 1995 - August 2000
Projection Presentation Technology May 1989 - March 1995
AdCom Exhibits Displays July 1986 - February 1989
Skills
Stage, Corporate Events, AV, Production Managment, Account Management, Customer Service, Video Production, Live Events, Sound, Event Planning, Video, Video Conferencing, Lighting, Projection, Creative Direction, Entertainment, Trade Shows, Multimedia, Relationship Marketing, Videography, Stage Management, Video Editing, Live Sound, Webcasting, Camera Operating, Concerts, Sponsorship, Post Production, Production Management
Education
Framingham State University 1982 — 1986
BA, Media Communications
Plexus Worldwide, Inc. February 2015 - Present
Freelance Producer March 2013 - February 2015
John Hancock November 2001 - March 2013
Worcester Polytechnic Institute August 2000 - December 2001
massAV April 1995 - August 2000
Projection Presentation Technology May 1989 - March 1995
AdCom Exhibits Displays July 1986 - February 1989
Skills
Stage, Corporate Events, AV, Production Managment, Account Management, Customer Service, Video Production, Live Events, Sound, Event Planning, Video, Video Conferencing, Lighting, Projection, Creative Direction, Entertainment, Trade Shows, Multimedia, Relationship Marketing, Videography, Stage Management, Video Editing, Live Sound, Webcasting, Camera Operating, Concerts, Sponsorship, Post Production, Production Management
Education
Framingham State University 1982 — 1986
BA, Media Communications
Jean Connors's John Hancock Experience February 2003 - February 2005
Job Senior Administrative Assistant at Genzyme sanofi
Industry Pharmaceuticals
Experience
Genzyme a sanofi company July 2013 - Present
Self-employed EA/PA June 2009 - July 2013
The Boston Consulting Group July 2011 - April 2012
Fidelity Investments March 2006 - June 2009
John Hancock February 2003 - February 2005
Cashmere Boston/Nantucket June 1999 - February 2002
Dorfman Jewelers November 1997 - May 1999
MCM/Michael Cromer April 1995 - October 1997
Skills
Excel, Word, PowerPoint, Outlook, Internet Research, Budgeting, Customer Relations, Customer Service, Inventory Management, Scheduling, Communicator, Microsoft Office, Problem Solving, Conferences, Office Management, Event Planning, Event Management, Research, Public Speaking, Hiring, Administrative Support, Writing, Supervisory Skills, Social Media, Editing, Mentoring, Employee Relations, Interviewing, Proofreading, Staff Management, Staff Training, Expense Management, Purchasing, Business Travel, Travel Planning, Special Events, Time Management, Social Networking, Blogging, Retail, Calendaring, Android, Recruiting, Microsoft Word, Interviews, Administrative..., Process Scheduler, Budgets, Leadership, Management
Education
Emerson College
Theatre Arts
The Salter School 2002 — 2002
Diploma, Microsoft Office Suite
Genzyme a sanofi company July 2013 - Present
Self-employed EA/PA June 2009 - July 2013
The Boston Consulting Group July 2011 - April 2012
Fidelity Investments March 2006 - June 2009
John Hancock February 2003 - February 2005
Cashmere Boston/Nantucket June 1999 - February 2002
Dorfman Jewelers November 1997 - May 1999
MCM/Michael Cromer April 1995 - October 1997
Skills
Excel, Word, PowerPoint, Outlook, Internet Research, Budgeting, Customer Relations, Customer Service, Inventory Management, Scheduling, Communicator, Microsoft Office, Problem Solving, Conferences, Office Management, Event Planning, Event Management, Research, Public Speaking, Hiring, Administrative Support, Writing, Supervisory Skills, Social Media, Editing, Mentoring, Employee Relations, Interviewing, Proofreading, Staff Management, Staff Training, Expense Management, Purchasing, Business Travel, Travel Planning, Special Events, Time Management, Social Networking, Blogging, Retail, Calendaring, Android, Recruiting, Microsoft Word, Interviews, Administrative..., Process Scheduler, Budgets, Leadership, Management
Education
Emerson College
Theatre Arts
The Salter School 2002 — 2002
Diploma, Microsoft Office Suite
Christina Peltier's John Hancock Experience March 2012 - Present
Job Senior Compliance Consultant at Signator Investors, Inc.
Industry Insurance
Experience
John Hancock March 2012 - Present
Education
Lesley University 2002 — 2004
Masters Degree, Business Science
Fitchburg State College 1996 — 2000
Bachelor of Science, Business Management
John Hancock March 2012 - Present
Education
Lesley University 2002 — 2004
Masters Degree, Business Science
Fitchburg State College 1996 — 2000
Bachelor of Science, Business Management
Jacques Van Dyk, PMP's John Hancock Experience July 2000 - July 2006
Job Consultant at The Tramore Group
Industry Financial Services
Experience
The Tramore Group November 2012 - Present
D+H 2015 - 2015
D+H 2015 - 2015
TD Bank Group June 2011 - November 2012
Scotiabank November 2010 - June 2011
RBC Dexia Investor Services July 2006 - November 2010
John Hancock July 2000 - July 2006
CIBC April 1997 - July 2000
Skills
Risk Management, Banking, Insurance, Basel II, FX, Project Plans, PMO, PMP, SDLC, Business Requirements, Project Portfolio..., Requirements Gathering, Portfolio Management, Program Management, Risk, MS Project, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Visio, Governance, Data Warehousing, Process Improvement, Capital Markets, Integration, Project Delivery, Change Management, Credit Risk, Business Case, IT Management, Business Process..., Back Office, Business Process, PMI, Team Management, User Acceptance Testing, Business Relationship..., Resource Management, People Management, Team Leadership, Project Planning, Risk Mitigation, Solution Architecture, IT Governance, Project Management, Financial Services, Management, Consulting, IT Strategy
Education
University of South Africa/Universiteit van Suid-Afrika 1990 — 1994
BA, Business/HR/Technology Management.
George Brown College 2001 — 2003
Web, Web Publishing
The Tramore Group November 2012 - Present
D+H 2015 - 2015
D+H 2015 - 2015
TD Bank Group June 2011 - November 2012
Scotiabank November 2010 - June 2011
RBC Dexia Investor Services July 2006 - November 2010
John Hancock July 2000 - July 2006
CIBC April 1997 - July 2000
Skills
Risk Management, Banking, Insurance, Basel II, FX, Project Plans, PMO, PMP, SDLC, Business Requirements, Project Portfolio..., Requirements Gathering, Portfolio Management, Program Management, Risk, MS Project, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Visio, Governance, Data Warehousing, Process Improvement, Capital Markets, Integration, Project Delivery, Change Management, Credit Risk, Business Case, IT Management, Business Process..., Back Office, Business Process, PMI, Team Management, User Acceptance Testing, Business Relationship..., Resource Management, People Management, Team Leadership, Project Planning, Risk Mitigation, Solution Architecture, IT Governance, Project Management, Financial Services, Management, Consulting, IT Strategy
Education
University of South Africa/Universiteit van Suid-Afrika 1990 — 1994
BA, Business/HR/Technology Management.
George Brown College 2001 — 2003
Web, Web Publishing
Ryan Bonacci, CLU, ChFC's John Hancock Experience November 2001 - October 2011
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial April 2014 - Present
Crescent Wealth Management November 2011 - April 2014
John Hancock November 2001 - October 2011
Skills
Insurance, Sales, Wealth Management, Series 6, Marketing, Series 63, Financial Services, Investments, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, Project Planning, Life Insurance
Education
Georgia Southern University 1996 — 2000
Business, Banking and Finance
Capitas Financial April 2014 - Present
Crescent Wealth Management November 2011 - April 2014
John Hancock November 2001 - October 2011
Skills
Insurance, Sales, Wealth Management, Series 6, Marketing, Series 63, Financial Services, Investments, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, Project Planning, Life Insurance
Education
Georgia Southern University 1996 — 2000
Business, Banking and Finance
Ellen (McCarthy) Monaco Ellen (McCarthy) Monaco's John Hancock Experience 2006 - 2008
Job Senior Operations Analyst, LTC Client and Policyholder Support
Industry Financial Services
Experience
John Hancock Long Term Care October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - November 2011
John Hancock 2006 - 2008
Skills
Project Management, Training, Management, Leadership, Microsoft Excel, Mutual Funds, Sales Management, Research, Marketing, Business Analysis, Insurance, Analysis, Program Management, Risk Management, Investments, Salesforce.com, Process Improvement, Vendor Management
Education
Harvard University 2010 — 2013
Masters, Extension School - Management
Stonehill College 2002 — 2006
Bachelor of Arts, Psychology and Art History Double Major
John Hancock Long Term Care October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - November 2011
John Hancock 2006 - 2008
Skills
Project Management, Training, Management, Leadership, Microsoft Excel, Mutual Funds, Sales Management, Research, Marketing, Business Analysis, Insurance, Analysis, Program Management, Risk Management, Investments, Salesforce.com, Process Improvement, Vendor Management
Education
Harvard University 2010 — 2013
Masters, Extension School - Management
Stonehill College 2002 — 2006
Bachelor of Arts, Psychology and Art History Double Major
Lisa Stepanic Lisa Stepanic's John Hancock Experience July 2004 - August 2007
Job HR Business Partner at PNC
Industry Banking
Experience
PNC October 2014 - Present
Hewlett-Packard March 2014 - October 2014
Hewlett-Packard January 2013 - February 2014
HP Autonomy November 2009 - December 2012
Fidelity Investments July 2008 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
John Hancock July 2004 - August 2007
Goodwin Procter LLP September 2001 - April 2004
Skills
Employee Relations, Recruiting, Human Resources, Temporary Placement, Project Management, Outlook, Microsoft Excel, Data Analysis, Customer Service, PowerPoint, Account Management, Microsoft Word, Strategy, Market Analysis, Internet Explorer, Policy Analysis, Process Improvement, College Recruiting, University Recruitment, HRIS, Management, Talent Acquisition
Education
Eckerd College
Bachelor's Degree, Human Development and Family Studies, General, 3.5
Nova Southeastern University
MBA, Business Administration, 3.8
PNC October 2014 - Present
Hewlett-Packard March 2014 - October 2014
Hewlett-Packard January 2013 - February 2014
HP Autonomy November 2009 - December 2012
Fidelity Investments July 2008 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
John Hancock July 2004 - August 2007
Goodwin Procter LLP September 2001 - April 2004
Skills
Employee Relations, Recruiting, Human Resources, Temporary Placement, Project Management, Outlook, Microsoft Excel, Data Analysis, Customer Service, PowerPoint, Account Management, Microsoft Word, Strategy, Market Analysis, Internet Explorer, Policy Analysis, Process Improvement, College Recruiting, University Recruitment, HRIS, Management, Talent Acquisition
Education
Eckerd College
Bachelor's Degree, Human Development and Family Studies, General, 3.5
Nova Southeastern University
MBA, Business Administration, 3.8
Andrew Dunleavy Andrew Dunleavy's John Hancock Experience January 2006 - March 2007
Job Territory Sales Manager at Syncplicity
Industry Computer Software
Experience
Syncplicity July 2015 - Present
Oracle September 2013 - July 2015
Oracle October 2010 - September 2013
Acronis March 2009 - October 2010
Boston Networking Group October 2007 - January 2009
John Hancock January 2006 - March 2007
Skills
Solution Selling, SaaS, Salesforce.com, Account Management, Enterprise Software, Cold Calling, Direct Sales, Sales Process, Sales, Cloud Computing, New Business Development, Lead Generation, Professional Services, Business Development, CRM, Business Intelligence, Oracle, Sales Operations, Selling, Strategy, Channel Partners
Education
Franklin & Marshall College 2000 — 2005
B.A., English-Concentration in Creative Writing, Minor in French
Tabor Academy 1997 — 2000
Syncplicity July 2015 - Present
Oracle September 2013 - July 2015
Oracle October 2010 - September 2013
Acronis March 2009 - October 2010
Boston Networking Group October 2007 - January 2009
John Hancock January 2006 - March 2007
Skills
Solution Selling, SaaS, Salesforce.com, Account Management, Enterprise Software, Cold Calling, Direct Sales, Sales Process, Sales, Cloud Computing, New Business Development, Lead Generation, Professional Services, Business Development, CRM, Business Intelligence, Oracle, Sales Operations, Selling, Strategy, Channel Partners
Education
Franklin & Marshall College 2000 — 2005
B.A., English-Concentration in Creative Writing, Minor in French
Tabor Academy 1997 — 2000
Melissa Persak Melissa Persak's John Hancock Experience February 2008 - March 2012
Job Recruiter at Shady Grove Fertility
Industry Human Resources
Experience
Shady Grove Fertility August 2014 - Present
n/a - currently unemployed March 2012 - Present
John Hancock February 2008 - March 2012
MassMutual August 2002 - January 2008
Skills
Talent Acquisition, College Recruiting, Recruiting, Employee Benefits, Applicant Tracking..., Human Resources, Technical Recruiting, Process Improvement, Employee Relations, Strategic Planning, Onboarding, Interviews
Education
Frostburg State University 1998 — 2002
Bachelors, Psychology
Sherwood High School 1995 — 1998
Shady Grove Fertility August 2014 - Present
n/a - currently unemployed March 2012 - Present
John Hancock February 2008 - March 2012
MassMutual August 2002 - January 2008
Skills
Talent Acquisition, College Recruiting, Recruiting, Employee Benefits, Applicant Tracking..., Human Resources, Technical Recruiting, Process Improvement, Employee Relations, Strategic Planning, Onboarding, Interviews
Education
Frostburg State University 1998 — 2002
Bachelors, Psychology
Sherwood High School 1995 — 1998
Lynsi Jennings's John Hancock Experience May 2007 - July 2008
Job
Industry Marketing and Advertising
Experience
Octagon April 2015 - Present
HelloWorld, Inc. (formerly ePrize, Inc.) January 2012 - April 2015
HelloWorld Inc. (formerly ePrize, Inc.) January 2011 - November 2012
AMP agency February 2010 - November 2010
Cone June 2009 - August 2009
John Hancock May 2007 - July 2008
BlackRock 2006 - 2007
Skills
Marketing Communications, Market Research, Digital Marketing, Interactive Marketing, Integrated Marketing, Marketing Management, CRM, Product Marketing, Advertising, Brand Management, Marketing, Mobile Marketing, Competitive Analysis, Leadership, Sales, Press Releases, Management, Online Advertising, Digital Strategy, Lead Generation, Social Media Marketing, Strategy, Social Media, Marketing Strategy, Analytics, Online Marketing
Education
Emerson College 2008 — 2009
MA, Global Marketing Communcations & Advertising
Isenberg School of Management, UMass Amherst 2002 — 2005
Bachelor's, Marketing
Octagon April 2015 - Present
HelloWorld, Inc. (formerly ePrize, Inc.) January 2012 - April 2015
HelloWorld Inc. (formerly ePrize, Inc.) January 2011 - November 2012
AMP agency February 2010 - November 2010
Cone June 2009 - August 2009
John Hancock May 2007 - July 2008
BlackRock 2006 - 2007
Skills
Marketing Communications, Market Research, Digital Marketing, Interactive Marketing, Integrated Marketing, Marketing Management, CRM, Product Marketing, Advertising, Brand Management, Marketing, Mobile Marketing, Competitive Analysis, Leadership, Sales, Press Releases, Management, Online Advertising, Digital Strategy, Lead Generation, Social Media Marketing, Strategy, Social Media, Marketing Strategy, Analytics, Online Marketing
Education
Emerson College 2008 — 2009
MA, Global Marketing Communcations & Advertising
Isenberg School of Management, UMass Amherst 2002 — 2005
Bachelor's, Marketing
Jim Wehr, CLU Jim Wehr, CLU's John Hancock Experience 1978 - 2000
Job Financial Advisor
Industry Financial Services
Experience
Loudoun Habitat for Humanity January 2007 - Present
Capitol Financial Partners June 2000 - Present
John Hancock 1978 - 2000
Skills
Insurance, Life Insurance, Disability Insurance
Education
Georgetown University 1974 — 1978
Pelham Memorial High School 1971 — 1974
Diploma
Loudoun Habitat for Humanity January 2007 - Present
Capitol Financial Partners June 2000 - Present
John Hancock 1978 - 2000
Skills
Insurance, Life Insurance, Disability Insurance
Education
Georgetown University 1974 — 1978
Pelham Memorial High School 1971 — 1974
Diploma
Christine Paul Tetreault Christine Paul Tetreault's John Hancock Experience 2014 - Present
Job Leadership Development, Human Resources (SPHR), Career Management, Executive Coaching
Industry Financial Services
Experience
John Hancock 2014 - Present
LEAD Advisory Group 2010 - Present
Harvard Business School 2008 - 2014
Harvard Business School Executive Education May 2010 - May 2012
Bridgewater State University October 2000 - October 2008
Northeastern University 1998 - 2000
Simmons College 1996 - 1998
Prudential Financial 1985 - 1991
Skills
Program Management, Leadership Development, Non-profits, Higher Education, Career Development, Interviews, Community Outreach, Strategic Planning, Organizational..., Learning Management..., Educational Technology, Talent Management, Networking, Change Management, Executive Coaching, Communication Skills
Education
Management Institute for Women in Higher Education, HERS, New England, Wellesley College 2005 — 2006
Bridgewater State University 1997 — 1997
M.Ed., Counseling
Fairfield University 1985 — 1985
MA, Communication
Providence College 1980 — 1980
BA, Humanities
John Hancock 2014 - Present
LEAD Advisory Group 2010 - Present
Harvard Business School 2008 - 2014
Harvard Business School Executive Education May 2010 - May 2012
Bridgewater State University October 2000 - October 2008
Northeastern University 1998 - 2000
Simmons College 1996 - 1998
Prudential Financial 1985 - 1991
Skills
Program Management, Leadership Development, Non-profits, Higher Education, Career Development, Interviews, Community Outreach, Strategic Planning, Organizational..., Learning Management..., Educational Technology, Talent Management, Networking, Change Management, Executive Coaching, Communication Skills
Education
Management Institute for Women in Higher Education, HERS, New England, Wellesley College 2005 — 2006
Bridgewater State University 1997 — 1997
M.Ed., Counseling
Fairfield University 1985 — 1985
MA, Communication
Providence College 1980 — 1980
BA, Humanities
Bill Friebel Bill Friebel's John Hancock Experience 2001 - 2003
Job Vice President at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds May 2006 - Present
Evergreen Investments 2003 - 2006
John Hancock 2001 - 2003
Skills
Mutual Funds, Separately Managed..., Series 7, Series 63, 401k, Investment Products, Public Speaking, Consultative Selling, IRA's
Education
Fontbonne University 1989 — 1993
Oppenheimer Funds May 2006 - Present
Evergreen Investments 2003 - 2006
John Hancock 2001 - 2003
Skills
Mutual Funds, Separately Managed..., Series 7, Series 63, 401k, Investment Products, Public Speaking, Consultative Selling, IRA's
Education
Fontbonne University 1989 — 1993
Alan (Alan Campbell) McIntyre MBA,CRPC.'s John Hancock Experience November 2010 - June 2011
Job Brokerage Services Rep II at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Erinn Webb Erinn Webb's John Hancock Experience February 2010 - September 2010
Job Client Reporting Analyst at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Diane Bienkowski's John Hancock Experience October 1996 - April 1997
Job QA Engineer at Portland Webworks
Industry Information Technology and Services
Experience
Portland Webworks October 2012 - Present
Sun Life Financial October 2007 - October 2008
Fidelity Investments 1999 - 2007
NetGenesis February 1998 - March 1999
HPR Inc. April 1997 - February 1998
John Hancock October 1996 - April 1997
Fidelity Investments June 1995 - October 1996
Skills
Quality Center, Software Quality..., Manual Testing, Test Strategy, Test Planning, SDLC, Waterfall, Quality Assurance, Agile Methodologies, Agile Testing
Education
Harvard University
A.L.B., Humanities
Portland Webworks October 2012 - Present
Sun Life Financial October 2007 - October 2008
Fidelity Investments 1999 - 2007
NetGenesis February 1998 - March 1999
HPR Inc. April 1997 - February 1998
John Hancock October 1996 - April 1997
Fidelity Investments June 1995 - October 1996
Skills
Quality Center, Software Quality..., Manual Testing, Test Strategy, Test Planning, SDLC, Waterfall, Quality Assurance, Agile Methodologies, Agile Testing
Education
Harvard University
A.L.B., Humanities
Brent Wilkinson's John Hancock Experience November 2011 - Present
Job Vice President at John Hancock
Industry Financial Services
Experience
John Hancock November 2011 - Present
Nexus Capital Advisors May 2009 - April 2012
Mielach Company 2004 - 2009
Apparent Networks July 2005 - April 2006
Precise Software 2001 - 2003
Manulife Financial 2000 - 2001
InterNexus.com 1999 - 1999
Nexus Technology Group 1994 - 1999
Symmetrix 1991 - 1994
CSC 1986 - 1990
Skills
Financial Services, Change Management, Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Mergers, Program Management, IT Project..., Business Development, Value Stream Maps, Management, Strategy, Root Cause Problem..., Negotiation, P&L Responsibility, Root Cause Analysis, Business Process..., Consulting, Corporate Development, Staff Development, Business Analysis, P&L Management, Management Consulting, Problem Solving
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1981 — 1986
A.B., Economics, cum laude
John Hancock November 2011 - Present
Nexus Capital Advisors May 2009 - April 2012
Mielach Company 2004 - 2009
Apparent Networks July 2005 - April 2006
Precise Software 2001 - 2003
Manulife Financial 2000 - 2001
InterNexus.com 1999 - 1999
Nexus Technology Group 1994 - 1999
Symmetrix 1991 - 1994
CSC 1986 - 1990
Skills
Financial Services, Change Management, Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Mergers, Program Management, IT Project..., Business Development, Value Stream Maps, Management, Strategy, Root Cause Problem..., Negotiation, P&L Responsibility, Root Cause Analysis, Business Process..., Consulting, Corporate Development, Staff Development, Business Analysis, P&L Management, Management Consulting, Problem Solving
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1981 — 1986
A.B., Economics, cum laude
Veronika Chtchedrina's John Hancock Experience 1999 - 2005
Job Deputy Director of Marketing and Development at KIT Finance Brokerage Company
Industry Financial Services
Experience
KIT Finance Brokerage Company March 2011 - November 2012
KIT Finance 2008 - October 2010
KIT Finance Investment Bank January 2006 - 2008
John Hancock/Manulife/Wood Logan November 1999 - June 2005
Manulife Wood Logan 1999 - 2005
Manulife Wood Logan (John Hancock) 1999 - 2005
John Hancock 1999 - 2005
Saint Petersburg Stock Exchange 1991 - 1991
Skills
Asset Managment, Equities, Securities, Investment Banking, Derivatives, Financial Services, Trading, Wealth Management, Finance, Investment Management, Leadership, Fixed Income, Investments, Emerging Markets, Financial Markets, Capital Markets, Series 63, Alternative Investments, Hedge Funds, Mutual Funds, Marketing, Retirement Planning, Management, Trading Systems, Asset Management, Insurance
Education
Fairfield University 1997 — 1999
B, Organizational Communication and Mass Media
Fairfield High School 1992 — 1993
KIT Finance Brokerage Company March 2011 - November 2012
KIT Finance 2008 - October 2010
KIT Finance Investment Bank January 2006 - 2008
John Hancock/Manulife/Wood Logan November 1999 - June 2005
Manulife Wood Logan 1999 - 2005
Manulife Wood Logan (John Hancock) 1999 - 2005
John Hancock 1999 - 2005
Saint Petersburg Stock Exchange 1991 - 1991
Skills
Asset Managment, Equities, Securities, Investment Banking, Derivatives, Financial Services, Trading, Wealth Management, Finance, Investment Management, Leadership, Fixed Income, Investments, Emerging Markets, Financial Markets, Capital Markets, Series 63, Alternative Investments, Hedge Funds, Mutual Funds, Marketing, Retirement Planning, Management, Trading Systems, Asset Management, Insurance
Education
Fairfield University 1997 — 1999
B, Organizational Communication and Mass Media
Fairfield High School 1992 — 1993
Angelique Marshall's John Hancock Experience 1996 - 2000
Job Lead Associate, Program Business Services at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton April 2011 - Present
Booz Allen Hamilton April 2007 - August 2011
Booz Allen Hamilton July 2003 - March 2007
Toyota Financial Services May 2000 - July 2003
John Hancock 1996 - 2000
Education
University of Maryland University College 2010 — 2011
Master's Certificate, Cybersecurity
Mercyhurst University 2005 — 2005
Master's Certificate, Intelligence Studies
George Mason University 1999 — 2003
B.A., Psychology
Syracuse University
Booz Allen Hamilton April 2011 - Present
Booz Allen Hamilton April 2007 - August 2011
Booz Allen Hamilton July 2003 - March 2007
Toyota Financial Services May 2000 - July 2003
John Hancock 1996 - 2000
Education
University of Maryland University College 2010 — 2011
Master's Certificate, Cybersecurity
Mercyhurst University 2005 — 2005
Master's Certificate, Intelligence Studies
George Mason University 1999 — 2003
B.A., Psychology
Syracuse University
Harlan McCanne's John Hancock Experience December 1997 - August 1999
Job Director of Technical Services at Safari Books Online
Industry Computer Software
Experience
Safari Books Online January 2013 - Present
RDW Group October 2010 - December 2012
Spire February 2004 - November 2010
Illumina Interactive December 1999 - July 2003
John Hancock December 1997 - August 1999
Interactive Factory 1996 - 1997
Intuit July 1991 - December 1995
Skills
XML, Software Development, Java, SQL
Education
Harvey Mudd College 1987 — 1991
Safari Books Online January 2013 - Present
RDW Group October 2010 - December 2012
Spire February 2004 - November 2010
Illumina Interactive December 1999 - July 2003
John Hancock December 1997 - August 1999
Interactive Factory 1996 - 1997
Intuit July 1991 - December 1995
Skills
XML, Software Development, Java, SQL
Education
Harvey Mudd College 1987 — 1991
Jacob Quimby's John Hancock Experience July 2006 - November 2007
Job Poet, MC, Song Writer, Studio Coordinator and Performer at Big Barn Studios
Industry Marketing and Advertising
Experience
Big Barn Studios May 2010 - Present
Ned Devines Irish Pub November 2010 - February 2013
John Hancock Financial Services November 2007 - August 2009
John Hancock July 2006 - November 2007
Skills
Social Networking, Social Media, Marketing, Call Centers, Microsoft Office, Customer Service, Microsoft Excel
Education
Franklin Pierce College 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
Big Barn Studios May 2010 - Present
Ned Devines Irish Pub November 2010 - February 2013
John Hancock Financial Services November 2007 - August 2009
John Hancock July 2006 - November 2007
Skills
Social Networking, Social Media, Marketing, Call Centers, Microsoft Office, Customer Service, Microsoft Excel
Education
Franklin Pierce College 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
Rick Strom's John Hancock Experience March 2005 - Present
Job Managing Director at John Hancock Real Estate
Industry Commercial Real Estate
Experience
John Hancock March 2005 - Present
Georgia Tech IMG Sports Network September 2008 - May 2014
Georgia Tech ISP Sports Network September 2005 - January 2008
Education
Georgia Institute of Technology 1983 — 1988
B.S., Management
John Hancock March 2005 - Present
Georgia Tech IMG Sports Network September 2008 - May 2014
Georgia Tech ISP Sports Network September 2005 - January 2008
Education
Georgia Institute of Technology 1983 — 1988
B.S., Management
Donald Sierra's John Hancock Experience 2001 - 2004
Job Innovation Manager, Commercial Insurance Claims at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance February 2009 - August 2014
Liberty Mutual Insurance February 2007 - February 2009
Liberty Mutual Insurance December 2004 - February 2007
Liberty Mutual Insurance March 2004 - December 2004
John Hancock 2001 - 2004
iwon.com (now Ask.com) March 2000 - March 2001
barnesandnoble.com 1999 - 2000
BeFree Inc. January 1998 - 1999
Skills
Business Analysis, Online Marketing, SEO, Competitive Analysis, Marketing Communications, E-commerce, Project Management, Product Management, Web Analytics, Insurance, Omniture, SEM, Analytics, Online Advertising, Email Marketing, Leadership, Analysis, Market Research, Data Analysis, Strategy, Business Process...
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Business Administration and Accounting
Emerson College
Bachelor of Arts (B.A.), Marketing Communications
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance February 2009 - August 2014
Liberty Mutual Insurance February 2007 - February 2009
Liberty Mutual Insurance December 2004 - February 2007
Liberty Mutual Insurance March 2004 - December 2004
John Hancock 2001 - 2004
iwon.com (now Ask.com) March 2000 - March 2001
barnesandnoble.com 1999 - 2000
BeFree Inc. January 1998 - 1999
Skills
Business Analysis, Online Marketing, SEO, Competitive Analysis, Marketing Communications, E-commerce, Project Management, Product Management, Web Analytics, Insurance, Omniture, SEM, Analytics, Online Advertising, Email Marketing, Leadership, Analysis, Market Research, Data Analysis, Strategy, Business Process...
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA, Business Administration and Accounting
Emerson College
Bachelor of Arts (B.A.), Marketing Communications
Adam Diran's John Hancock Experience June 2007 - April 2009
Job Partner at Diran & Grey
Industry Law Practice
Experience
Diran & Grey March 2009 - Present
John Hancock June 2007 - April 2009
Education
Golden Gate University 2005 — 2006
MBA
Golden Gate University, School of Law 1995 — 1998
J.D.
University of California, Berkeley 1992 — 1997
B.A., Cognitive Science
Diran & Grey March 2009 - Present
John Hancock June 2007 - April 2009
Education
Golden Gate University 2005 — 2006
MBA
Golden Gate University, School of Law 1995 — 1998
J.D.
University of California, Berkeley 1992 — 1997
B.A., Cognitive Science
Ruby Ajanee, CFA's John Hancock Experience 2004 - 2008
Job CEO at Focus Humanitarian Assistance, Afghanistan
Industry Nonprofit Organization Management
Experience
AMRA Global Consulting August 2002 - Present
Focus Humanitarian Assistance, Afghanistan February 2012 - November 2013
IFC - International Finance Corporation January 2010 - 2010
Liberty Mutual Insurance 2007 - 2008
John Hancock 2004 - 2008
SSgA 1998 - 2002
American General 1990 - 1998
Trust Fund Management Group 1986 - 1990
Skills
International..., Risk Management, Investments, Non-profits, Policy, Governance, Program Management, Banking, Derivatives, Policy Analysis, Microfinance, Finance, Economics, Economic Development, Management, Public Policy, International Relations, Managerial Finance, Africa, Report Writing, Consulting, Nonprofits, Government, Business Strategy, Community Development, Organizational..., Entrepreneurship, Analysis, Leadership Development, Program Development, Business Planning, Sustainable Development, Program Evaluation, Leadership, Strategic Planning, Portfolio Management, Emerging Markets, Capacity Building, Social Entrepreneurship, Strategy, Investment Management, Data Analysis, Qualitative Research, Management Consulting, Stata, Fundraising, Corporate Social..., NGOs, Proposal Writing, Strategic Communications
Education
Harvard University Kennedy School of Government 2008 — 2009
MPA, International Development
CFA INSTITUTE 1995 — 1998
CFA, Investments and Securities
AMERICAN INSTITUTE OF PUBLIC ACCOUNTANTS 1989 — 1989
CPA, Accounting and Finance
Institute of Business Administration 1977 — 1981
MBA, BBA, Investment and Finacial Management
Fordham University
AMRA Global Consulting August 2002 - Present
Focus Humanitarian Assistance, Afghanistan February 2012 - November 2013
IFC - International Finance Corporation January 2010 - 2010
Liberty Mutual Insurance 2007 - 2008
John Hancock 2004 - 2008
SSgA 1998 - 2002
American General 1990 - 1998
Trust Fund Management Group 1986 - 1990
Skills
International..., Risk Management, Investments, Non-profits, Policy, Governance, Program Management, Banking, Derivatives, Policy Analysis, Microfinance, Finance, Economics, Economic Development, Management, Public Policy, International Relations, Managerial Finance, Africa, Report Writing, Consulting, Nonprofits, Government, Business Strategy, Community Development, Organizational..., Entrepreneurship, Analysis, Leadership Development, Program Development, Business Planning, Sustainable Development, Program Evaluation, Leadership, Strategic Planning, Portfolio Management, Emerging Markets, Capacity Building, Social Entrepreneurship, Strategy, Investment Management, Data Analysis, Qualitative Research, Management Consulting, Stata, Fundraising, Corporate Social..., NGOs, Proposal Writing, Strategic Communications
Education
Harvard University Kennedy School of Government 2008 — 2009
MPA, International Development
CFA INSTITUTE 1995 — 1998
CFA, Investments and Securities
AMERICAN INSTITUTE OF PUBLIC ACCOUNTANTS 1989 — 1989
CPA, Accounting and Finance
Institute of Business Administration 1977 — 1981
MBA, BBA, Investment and Finacial Management
Fordham University
Curtis Davis's John Hancock Experience November 1995 - April 2000
Job Visiting Associate Professor, Architecture & Community Development at Prairie View A&M University
Industry Architecture & Planning
Experience
ReBuildit Collaborative April 2000 - Present
Prairie View A&M University September 2009 - June 2010
Smithsonian Institution November 2006 - July 2009
Boston Architectural College 1998 - September 2007
Metropolitan Area Planning Council March 2004 - March 2006
John Hancock November 1995 - April 2000
Massachusetts Highway Department January 1993 - November 1995
Massachusetts Highway Department March 1992 - January 1993
Commonwealth of Massachusetts March 1984 - March 1992
Greater Roxbury Development Corporation March 1979 - March 1984
Skills
Architecture, Design Management, Urban Planning, Program Management, Community Development, Transportation, Urban Design, Sustainability, Sustainable Design, Architectural Design, Comprehensive Planning, Submittals, Proposal Writing, Community Outreach, Project Planning, Affordable Housing, Design Research, Construction Management, Strategic Planning, Real Estate Development, Feasibility Studies, Leadership, Landscape Architecture, Construction, Urban, Historic Preservation, LEED AP, Architectures, Mixed-use
Education
Massachusetts Institute of Technology 1997 — 1999
Continuing Education Certificate Program, Real Estate
Harvard University Graduate School of Design 1976 — 1979
Master of Architecture, Architecture
Rice University 1971 — 1975
Bachelor of Arts in Architecture, Architecture
ReBuildit Collaborative April 2000 - Present
Prairie View A&M University September 2009 - June 2010
Smithsonian Institution November 2006 - July 2009
Boston Architectural College 1998 - September 2007
Metropolitan Area Planning Council March 2004 - March 2006
John Hancock November 1995 - April 2000
Massachusetts Highway Department January 1993 - November 1995
Massachusetts Highway Department March 1992 - January 1993
Commonwealth of Massachusetts March 1984 - March 1992
Greater Roxbury Development Corporation March 1979 - March 1984
Skills
Architecture, Design Management, Urban Planning, Program Management, Community Development, Transportation, Urban Design, Sustainability, Sustainable Design, Architectural Design, Comprehensive Planning, Submittals, Proposal Writing, Community Outreach, Project Planning, Affordable Housing, Design Research, Construction Management, Strategic Planning, Real Estate Development, Feasibility Studies, Leadership, Landscape Architecture, Construction, Urban, Historic Preservation, LEED AP, Architectures, Mixed-use
Education
Massachusetts Institute of Technology 1997 — 1999
Continuing Education Certificate Program, Real Estate
Harvard University Graduate School of Design 1976 — 1979
Master of Architecture, Architecture
Rice University 1971 — 1975
Bachelor of Arts in Architecture, Architecture
Alex Laganas's John Hancock Experience January 2008 - Present
Job Manager Internal control and Compliance at John Hancock
Industry Financial Services
Experience
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
Janet Basler's John Hancock Experience August 2007 - April 2012
Job Risk Analyst
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Manulife Financial November 2007 - Present
John Hancock August 2007 - April 2012
StateStreet Corporation 2005 - 2007
State Street Boston Corporation 2005 - 2007
MFS Investments 2001 - 2005
Skills
Microsoft Office, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Risk Management, Requirements Gathering, Analysis
Education
Framingham State University
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Manulife Financial November 2007 - Present
John Hancock August 2007 - April 2012
StateStreet Corporation 2005 - 2007
State Street Boston Corporation 2005 - 2007
MFS Investments 2001 - 2005
Skills
Microsoft Office, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Risk Management, Requirements Gathering, Analysis
Education
Framingham State University
Holly Rowe, GPHR®'s John Hancock Experience 2003 - 2004
Job Human Resources, Corporate Trust Division at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2013 - Present
ISBAN, affiliate of the Santander Group October 2009 - May 2013
Promotions 2005 - 2012
Cengage Learning 2008 - 2008
KNF&T Staffing Resources August 2007 - 2008
Fidelity Investments September 2006 - August 2007
Hewlett Packard January 2005 - June 2006
John Hancock 2003 - 2004
Mercer HR Consulting April 2000 - November 2001
Onsett International Corporation July 1999 - April 2000
Skills
Deferred Compensation, HRIS, Talent Management, Recruiting, Management, Talent Acquisition, Employee Benefits, Training, Interviews, Benefits Administration, Workforce Planning, Employee Relations, Executive Search, Personnel Management, Human Resources, Vendor Management, CRM, Temporary Placement, Program Management
Education
Northeastern University 2008 — 2008
Certificate, SHRM: Essentials of HR Management
Eastern Nazarene College
U.S. Bank November 2013 - Present
ISBAN, affiliate of the Santander Group October 2009 - May 2013
Promotions 2005 - 2012
Cengage Learning 2008 - 2008
KNF&T Staffing Resources August 2007 - 2008
Fidelity Investments September 2006 - August 2007
Hewlett Packard January 2005 - June 2006
John Hancock 2003 - 2004
Mercer HR Consulting April 2000 - November 2001
Onsett International Corporation July 1999 - April 2000
Skills
Deferred Compensation, HRIS, Talent Management, Recruiting, Management, Talent Acquisition, Employee Benefits, Training, Interviews, Benefits Administration, Workforce Planning, Employee Relations, Executive Search, Personnel Management, Human Resources, Vendor Management, CRM, Temporary Placement, Program Management
Education
Northeastern University 2008 — 2008
Certificate, SHRM: Essentials of HR Management
Eastern Nazarene College
Everton Furtado's John Hancock Experience 2004 - 2007
Job Sr. Sales Compensation Analyst at ADT
Industry International Affairs
Experience
ADT November 2014 - Present
Microsoft April 2014 - November 2014
Nightingale Nurses 2012 - 2014
Microsoft April 2012 - October 2012
Microsoft 2009 - 2011
OneHope 2007 - 2009
John Hancock 2004 - 2007
Skills
Financial Analysis, Credit Analysis, Accounting, Compliance, International Project..., Analysis, Business Analysis, Marketing, Budgets, Nonprofits, Program Management, Auditing, Business Process, Finance, Internal Controls, Investments, Leadership, Management, Project Planning, Research, Sales, Business Planning, Training
Education
Global University 2004 — 2006
Theology, Divinity/Ministry
Florida Atlantic University 1999 — 2003
BBA, Finance
ADT November 2014 - Present
Microsoft April 2014 - November 2014
Nightingale Nurses 2012 - 2014
Microsoft April 2012 - October 2012
Microsoft 2009 - 2011
OneHope 2007 - 2009
John Hancock 2004 - 2007
Skills
Financial Analysis, Credit Analysis, Accounting, Compliance, International Project..., Analysis, Business Analysis, Marketing, Budgets, Nonprofits, Program Management, Auditing, Business Process, Finance, Internal Controls, Investments, Leadership, Management, Project Planning, Research, Sales, Business Planning, Training
Education
Global University 2004 — 2006
Theology, Divinity/Ministry
Florida Atlantic University 1999 — 2003
BBA, Finance
Cam Thompson's John Hancock Experience January 2007 - December 2011
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2011 - Present
John Hancock January 2007 - December 2011
John Hancock Annuities October 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
History
Realty Capital Securities December 2011 - Present
John Hancock January 2007 - December 2011
John Hancock Annuities October 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
History
Evan Stone's John Hancock Experience January 2005 - April 2005
Job Onsite Vendor Manager at Biogen Idec for KellyOCG
Industry Staffing and Recruiting
Experience
KellyOCG February 2012 - Present
Sullivan and Cogliano December 2008 - June 2012
Storage On Site August 2007 - May 2008
The Computer Merchant April 2005 - August 2007
John Hancock January 2005 - April 2005
Education
Hobart and William Smith Colleges 2000 — 2004
BS, International Relations
National University of Ireland, Galway 2003 — 2003
Thayer Academy 1996 — 2000
HS Diploma
KellyOCG February 2012 - Present
Sullivan and Cogliano December 2008 - June 2012
Storage On Site August 2007 - May 2008
The Computer Merchant April 2005 - August 2007
John Hancock January 2005 - April 2005
Education
Hobart and William Smith Colleges 2000 — 2004
BS, International Relations
National University of Ireland, Galway 2003 — 2003
Thayer Academy 1996 — 2000
HS Diploma
Andy Agee's John Hancock Experience June 1997 - August 1998
Job Agency Owner Andy Agee State Farm
Industry Insurance
Experience
State Farm Insurance July 2010 - Present
Barnie's Coffee & Tea Company June 2008 - December 2009
Enterprise Rent-A-Car August 1998 - June 2008
John Hancock June 1997 - August 1998
Skills
Customer Service, Contract Negotiation, Account Management, Business Development, CRM, Cold Calling, Customer Retention, Insurance, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Sales Operations, Strategic Planning, Team Building
Education
Florida State University - College of Business 1993 — 1997
Multinational Business/ Marketing, Multinational Business and Marketing double major; Minor in Russian language
State Farm Insurance July 2010 - Present
Barnie's Coffee & Tea Company June 2008 - December 2009
Enterprise Rent-A-Car August 1998 - June 2008
John Hancock June 1997 - August 1998
Skills
Customer Service, Contract Negotiation, Account Management, Business Development, CRM, Cold Calling, Customer Retention, Insurance, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Sales Operations, Strategic Planning, Team Building
Education
Florida State University - College of Business 1993 — 1997
Multinational Business/ Marketing, Multinational Business and Marketing double major; Minor in Russian language
David Durant's John Hancock Experience March 2006 - August 2008
Job AVP at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Esther Anderson's John Hancock Experience March 1988 - Present
Job at
Industry Insurance
Experience
Manulife Financial August 2013 - Present
John Hancock March 1988 - Present
Skills
Microsoft Office, Subject Matter Expert
Education
Humber College 1990 — 1994
Manulife Financial August 2013 - Present
John Hancock March 1988 - Present
Skills
Microsoft Office, Subject Matter Expert
Education
Humber College 1990 — 1994
Carrie Nickerson's John Hancock Experience December 1997 - May 1998
Job Owner, Mermaids Sand Dollars
Industry Internet
Experience
Invest Financial September 1998 - December 2005
John Hancock December 1997 - May 1998
Education
Duquesne University 1990 — 1994
BS, Elementary Education
Invest Financial September 1998 - December 2005
John Hancock December 1997 - May 1998
Education
Duquesne University 1990 — 1994
BS, Elementary Education
Charles Alex Fabien's John Hancock Experience 2008 - Present
Job Registered Representative at JHancock
Industry Financial Services
Experience
John Hancock 2008 - Present
AIG Retirement Services July 2006 - January 2008
Education
Florida International University 1993 — 1998
John Hancock 2008 - Present
AIG Retirement Services July 2006 - January 2008
Education
Florida International University 1993 — 1998
Jennifer Bixler-Telesca's John Hancock Experience Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
Job Sales Vice President at John Hancock
Industry Investment Management
Experience
John Hancock Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds 2006 - Present
ADP 2004 - 2006
Nuveen Investments 1999 - 2004
Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management
Education
University of Maryland College Park 1996 — 1998
M.A., American Studies, Historic Preservation
Franklin & Marshall College 1992 — 1996
John Hancock Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds 2006 - Present
ADP 2004 - 2006
Nuveen Investments 1999 - 2004
Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management
Education
University of Maryland College Park 1996 — 1998
M.A., American Studies, Historic Preservation
Franklin & Marshall College 1992 — 1996
Gregory Baran's John Hancock Experience August 2008 - December 2014
Job Client Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
John Hancock August 2008 - December 2014
John Hancock Life Insurance Company (U.S.A.) August 2006 - August 2008
John Hancock Life Insurance Company (U.S.A.) August 2004 - August 2006
Skills
Series 7, Series 63, Series 6, Retirement, Sales, Business Planning, Fixed Annuities, Finance, Strategy, Mutual Funds, Sales Operations, Strategic Planning, Investments, 401k, Marketing
Education
Hobart and William Smith Colleges 2000 — 2004
Avon Old Farms School
MassMutual Financial Group December 2014 - Present
John Hancock August 2008 - December 2014
John Hancock Life Insurance Company (U.S.A.) August 2006 - August 2008
John Hancock Life Insurance Company (U.S.A.) August 2004 - August 2006
Skills
Series 7, Series 63, Series 6, Retirement, Sales, Business Planning, Fixed Annuities, Finance, Strategy, Mutual Funds, Sales Operations, Strategic Planning, Investments, 401k, Marketing
Education
Hobart and William Smith Colleges 2000 — 2004
Avon Old Farms School
Allen Kinkle, MBA, PHR's John Hancock Experience August 1996 - December 1998
Job
Industry Information Technology and Services
Experience
PaperSave - an affiliate of MBAF November 2013 - Present
Miami-Dade County July 2005 - November 2013
Transworld Payment Solutions August 2004 - July 2005
SPSS 2000 - 2002
John Hancock August 1996 - December 1998
Skills
Public Speaking, Training, Marketing Communications, Web Content Management, Computer Software..., Business Process..., Human Resource..., Organizational Learning, Social Media Marketing, Product Marketing, Computer Graphics, Corporate Communications, Microsoft Office, SharePoint, CRM, PeopleSoft, ERP Oracle, HRIS, Learning Management..., Performance Management, Talent Management, ERP
Education
University of Miami 1999 — 2000
MBA, Marketing/Computer Information Systems, 3.92
Florida International University - College of Business 1992 — 1996
BBA, Marketing/Management
Nova Southeastern University
Professional in Human Resources (PHR)
PaperSave - an affiliate of MBAF November 2013 - Present
Miami-Dade County July 2005 - November 2013
Transworld Payment Solutions August 2004 - July 2005
SPSS 2000 - 2002
John Hancock August 1996 - December 1998
Skills
Public Speaking, Training, Marketing Communications, Web Content Management, Computer Software..., Business Process..., Human Resource..., Organizational Learning, Social Media Marketing, Product Marketing, Computer Graphics, Corporate Communications, Microsoft Office, SharePoint, CRM, PeopleSoft, ERP Oracle, HRIS, Learning Management..., Performance Management, Talent Management, ERP
Education
University of Miami 1999 — 2000
MBA, Marketing/Computer Information Systems, 3.92
Florida International University - College of Business 1992 — 1996
BBA, Marketing/Management
Nova Southeastern University
Professional in Human Resources (PHR)
Brian Danielewicz's John Hancock Experience July 2002 - July 2004
Job Vice President at Jasper Ridge Partners
Industry Venture Capital & Private Equity
Experience
Jasper Ridge Partners January 2014 - Present
ThermaSource, Inc. March 2012 - December 2013
US Renewables Group April 2008 - December 2013
Common Assets, LLC 2012 - 2013
USRG Renewable Finance 2009 - 2011
JPMorgan Securities July 2006 - March 2008
The Carlyle Group October 2005 - May 2006
SHTP Venture Capital Fund 2006 - 2006
Overseas Private Investment Corporation February 2005 - April 2005
John Hancock July 2002 - July 2004
Skills
Private Equity, Project Finance, Structured Finance, Capital Markets, Business Valuation, Corporate Development, Valuation, Renewable Energy, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling, LBO, M&A experience, Investments, Mergers & Acquisitions, Asset Management, Alternative Investments, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
Princeton University 1998 — 2002
A.B., Economics
Groves High School
Jasper Ridge Partners January 2014 - Present
ThermaSource, Inc. March 2012 - December 2013
US Renewables Group April 2008 - December 2013
Common Assets, LLC 2012 - 2013
USRG Renewable Finance 2009 - 2011
JPMorgan Securities July 2006 - March 2008
The Carlyle Group October 2005 - May 2006
SHTP Venture Capital Fund 2006 - 2006
Overseas Private Investment Corporation February 2005 - April 2005
John Hancock July 2002 - July 2004
Skills
Private Equity, Project Finance, Structured Finance, Capital Markets, Business Valuation, Corporate Development, Valuation, Renewable Energy, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling, LBO, M&A experience, Investments, Mergers & Acquisitions, Asset Management, Alternative Investments, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
Princeton University 1998 — 2002
A.B., Economics
Groves High School
Connie Nelson, PMP's John Hancock Experience August 1986 - January 1997
Job Sr. Advisor, Implementation at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation January 2013 - Present
Time Warner Cable May 2012 - August 2012
Convergys January 2007 - February 2012
Convergys June 2001 - December 2006
Convergys October 1998 - May 2001
Convergys January 1997 - September 1998
John Hancock August 1986 - January 1997
Skills
PMP, SDLC, ITIL, Software Project..., MS Project, Requirements Gathering, Telecommunications, SharePoint, Project Management, Team Leadership
Education
Elgin Community College
CVS Caremark Corporation January 2013 - Present
Time Warner Cable May 2012 - August 2012
Convergys January 2007 - February 2012
Convergys June 2001 - December 2006
Convergys October 1998 - May 2001
Convergys January 1997 - September 1998
John Hancock August 1986 - January 1997
Skills
PMP, SDLC, ITIL, Software Project..., MS Project, Requirements Gathering, Telecommunications, SharePoint, Project Management, Team Leadership
Education
Elgin Community College
Nicolle Croce's John Hancock Experience October 1994 - September 2012
Job Job Seeker
Industry Insurance
Experience
Goodwin Insurance Agency February 2013 - January 2015
John Hancock October 1994 - September 2012
Skills
Insurance, Word, Excel, PowerPoint, Outlook, Customer Relations, Customer Service, Microsoft Office, Accounting, Administration, Administrative..., Lotus Notes, Microsoft Excel, Microsoft Word, Office Management, Life Insurance, Financial Services
Education
Erie Community College 1991 — 1995
Associates in Science, Accounting
Erie Community College 1991 — 1993
Associate of Science, Business Administration, Accounting and Business Operations/Law
Goodwin Insurance Agency February 2013 - January 2015
John Hancock October 1994 - September 2012
Skills
Insurance, Word, Excel, PowerPoint, Outlook, Customer Relations, Customer Service, Microsoft Office, Accounting, Administration, Administrative..., Lotus Notes, Microsoft Excel, Microsoft Word, Office Management, Life Insurance, Financial Services
Education
Erie Community College 1991 — 1995
Associates in Science, Accounting
Erie Community College 1991 — 1993
Associate of Science, Business Administration, Accounting and Business Operations/Law
Tony DiSavino's John Hancock Experience 1994 - 2001
Job Beer Ninja at Cisco Brewers
Industry Financial Services
Experience
Cisco Brewers March 2014 - Present
CompuHouseCalls.com November 2010 - Present
VBT Bicycling Vacations 2010 - 2011
A G Brock Company 2003 - 2010
The MONY Group 2001 - 2003
John Hancock 1994 - 2001
Investors Capital Corporation / Eastern Point Advisors January 1998 - January 2000
Eastern Point Advisors 1998 - 2000
Skills
Windows, Leadership, Customer Service, Strategic Planning, Marketing Strategy, Marketing, Event Management, New Business Development, Management, Public Speaking, Sales, Public Relations
Education
College of Oceaneering 1992 — 1993
AS
Framingham State College 1987 — 1991
BA
Cisco Brewers March 2014 - Present
CompuHouseCalls.com November 2010 - Present
VBT Bicycling Vacations 2010 - 2011
A G Brock Company 2003 - 2010
The MONY Group 2001 - 2003
John Hancock 1994 - 2001
Investors Capital Corporation / Eastern Point Advisors January 1998 - January 2000
Eastern Point Advisors 1998 - 2000
Skills
Windows, Leadership, Customer Service, Strategic Planning, Marketing Strategy, Marketing, Event Management, New Business Development, Management, Public Speaking, Sales, Public Relations
Education
College of Oceaneering 1992 — 1993
AS
Framingham State College 1987 — 1991
BA
Amy Amico's John Hancock Experience 1986 - 1997
Job Compliance Officer at Santander Securities
Industry Financial Services
Experience
Santander Securities September 2012 - Present
MetLife May 2011 - September 2012
AARP Financial Inc December 2007 - October 2010
MFS Investment Management May 2000 - December 2007
ADP Brokerage Services Group February 1998 - May 2000
John Hancock 1986 - 1997
Skills
Mutual Funds, Analysis, Risk Management, Sales Material Review, Investment Advisor, Series 65 24 7 53, SEC Regulations, FINRA, Investment Adviser Act...
Education
Fitchburg State College
Bachelor of Arts (BA), Psychology
Santander Securities September 2012 - Present
MetLife May 2011 - September 2012
AARP Financial Inc December 2007 - October 2010
MFS Investment Management May 2000 - December 2007
ADP Brokerage Services Group February 1998 - May 2000
John Hancock 1986 - 1997
Skills
Mutual Funds, Analysis, Risk Management, Sales Material Review, Investment Advisor, Series 65 24 7 53, SEC Regulations, FINRA, Investment Adviser Act...
Education
Fitchburg State College
Bachelor of Arts (BA), Psychology
Michael Grindlay, CPA's John Hancock Experience July 2013 - Present
Job Investment Compliance Manager at John Hancock
Industry Financial Services
Experience
John Hancock July 2013 - Present
Grindlay Tax & Accounting January 2008 - Present
John Hancock November 2004 - July 2013
Investors Bank & Trust 1994 - 2003
Skills
Mutual Funds, Financial Services, Investments, Alternative Investments, Equities, Fixed Income, Securities, Bloomberg, Series 7
Education
Suffolk University - Sawyer Business School 2002 — 2004
MST, Taxation
Fairfield University 1990 — 1994
John Hancock July 2013 - Present
Grindlay Tax & Accounting January 2008 - Present
John Hancock November 2004 - July 2013
Investors Bank & Trust 1994 - 2003
Skills
Mutual Funds, Financial Services, Investments, Alternative Investments, Equities, Fixed Income, Securities, Bloomberg, Series 7
Education
Suffolk University - Sawyer Business School 2002 — 2004
MST, Taxation
Fairfield University 1990 — 1994
Laurie Langelo's John Hancock Experience June 2006 - Present
Job Senior Developer at JOhn Hancock
Industry Computer Software
Experience
John Hancock June 2006 - Present
Education
Framingham State University 1981 — 1985
John Hancock June 2006 - Present
Education
Framingham State University 1981 — 1985
Kim Gorge's John Hancock Experience June 2006 - April 2007
Job Insurance Professional
Industry Insurance
Experience
John Hancock June 2006 - April 2007
The SunMark Group January 2004 - June 2006
Education
Kaplan 2001 — 2008
Life/Health Agent #0D38965
Jones College 1995 — 1996
Business Management
Florida State College at Jacksonville
GED
John Hancock June 2006 - April 2007
The SunMark Group January 2004 - June 2006
Education
Kaplan 2001 — 2008
Life/Health Agent #0D38965
Jones College 1995 — 1996
Business Management
Florida State College at Jacksonville
GED
Daniel P. Lash, CFP®, AIF®'s John Hancock Experience June 1997 - November 1998
Job Certified Financial Planner™ practitioner
Industry Financial Services
Experience
VLP Financial Advisors January 2010 - Present
VLP Financial Advisors November 1998 - Present
8391 Old Courthouse Road, Suite 203, Vienna, VA 22182 November 1998 - Present
Financial Planning Association National Capital Area Chapter January 2008 - Present
John Hancock June 1997 - November 1998
Financial Network May 1996 - June 1997
Skills
Financial Planning, Wealth Management, College Plannning, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Plan..., Inheritance Tax Planning, Estate Tax Planning, Investment Strategies, Financial Advisory, Estate Planning, Investments, Asset Allocation, Securities, Finance, Asset Management, Portfolio Management, Risk Management, Insurance, Employee Benefits, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Financial Services, Series 7, 401k, Financial Analysis
Education
George Mason University 1995 — 1997
1997, BS Economics
George Mason University
VLP Financial Advisors January 2010 - Present
VLP Financial Advisors November 1998 - Present
8391 Old Courthouse Road, Suite 203, Vienna, VA 22182 November 1998 - Present
Financial Planning Association National Capital Area Chapter January 2008 - Present
John Hancock June 1997 - November 1998
Financial Network May 1996 - June 1997
Skills
Financial Planning, Wealth Management, College Plannning, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Plan..., Inheritance Tax Planning, Estate Tax Planning, Investment Strategies, Financial Advisory, Estate Planning, Investments, Asset Allocation, Securities, Finance, Asset Management, Portfolio Management, Risk Management, Insurance, Employee Benefits, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Financial Services, Series 7, 401k, Financial Analysis
Education
George Mason University 1995 — 1997
1997, BS Economics
George Mason University
Bill Jolicoeur's John Hancock Experience September 1970 - September 1975
Job President & CEO at SalaryGap Partners, LLC
Industry Financial Services
Experience
SALARYGAP Partners, LLC May 2013 - Present
Jolicoeur & Associates Risk Solutions, LLC July 2009 - Present
Hemingway Social Club & Friends 2014 - 2015
Hemingway Social Club & Friends 2014 - 2015
CUNA Mutual Group May 2009 - May 2009
CUNA Mutual Group September 1975 - May 2009
John Hancock September 1970 - September 1975
Skills
Relationship Management, Product Development, Product Management, Direct Marketing, Underwriting, Sales, Marketing Strategy, Sales Management, Insurance, Management, Leadership, Strategy, Property & Casualty..., Business Development, Strategic Planning, Mergers, Marketing, Cross-functional Team..., Risk Management, Marketing Management, Negotiation, Financial Services, Business Strategy, Reinsurance, Analytics, Market Research, Pricing, Coaching, Strategic Partnerships, B2B, Team Building, Product Marketing, Executive Management, Life Insurance, Credit Unions, Market Planning, Mergers & Acquisitions, Competitive Analysis, Analysis, Segmentation, P&L Management, Vendor Management, CRM, Database Marketing, Banking, Customer Retention, Loans, Customer Acquisition, Consumer Lending, Financial Institutions
Education
Edgewood College
BS, Business/Marketing
Holbrook High School
Holbrook High School
Holbrook High School
Stanford University Graduate School of Business
Executive Development
University of Wisconsin-Madison - School of Business
Executive Development
SALARYGAP Partners, LLC May 2013 - Present
Jolicoeur & Associates Risk Solutions, LLC July 2009 - Present
Hemingway Social Club & Friends 2014 - 2015
Hemingway Social Club & Friends 2014 - 2015
CUNA Mutual Group May 2009 - May 2009
CUNA Mutual Group September 1975 - May 2009
John Hancock September 1970 - September 1975
Skills
Relationship Management, Product Development, Product Management, Direct Marketing, Underwriting, Sales, Marketing Strategy, Sales Management, Insurance, Management, Leadership, Strategy, Property & Casualty..., Business Development, Strategic Planning, Mergers, Marketing, Cross-functional Team..., Risk Management, Marketing Management, Negotiation, Financial Services, Business Strategy, Reinsurance, Analytics, Market Research, Pricing, Coaching, Strategic Partnerships, B2B, Team Building, Product Marketing, Executive Management, Life Insurance, Credit Unions, Market Planning, Mergers & Acquisitions, Competitive Analysis, Analysis, Segmentation, P&L Management, Vendor Management, CRM, Database Marketing, Banking, Customer Retention, Loans, Customer Acquisition, Consumer Lending, Financial Institutions
Education
Edgewood College
BS, Business/Marketing
Holbrook High School
Holbrook High School
Holbrook High School
Stanford University Graduate School of Business
Executive Development
University of Wisconsin-Madison - School of Business
Executive Development
David Occhialini's John Hancock Experience February 2005 - Present
Job Retirement Plan Services at John Hancock
Industry Financial Services
Experience
John Hancock February 2005 - Present
Skills
Series 63, Mutual Funds, Series 7, 401k, Series 6, Life Insurance, Variable Annuities, Retirement Plan..., Retirement Planning
Education
Hobart and William Smith Colleges 2000 — 2004
Public Policy
Avon Old Farms
John Hancock February 2005 - Present
Skills
Series 63, Mutual Funds, Series 7, 401k, Series 6, Life Insurance, Variable Annuities, Retirement Plan..., Retirement Planning
Education
Hobart and William Smith Colleges 2000 — 2004
Public Policy
Avon Old Farms
Jaideep Pinglikar's John Hancock Experience December 2002 - August 2004
Job Team Lead, Software Configuration Management at Blue Cross Blue Shield of South Carolina
Industry Health, Wellness and Fitness
Experience
Blue Cross Blue Shield of South Carolina September 2011 - Present
Florida Atlantic University September 2004 - December 2011
John Hancock December 2002 - August 2004
University of South Florida 2000 - 2002
Voltas Limited July 1996 - June 2000
Education
Florida Atlantic University 2007 — 2010
MBA, Finance
University of South Florida 2000 — 2002
MS, MIS
University of Pune 1992 — 1996
B.E, Mechanical Engineering
University of Pune 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
Don Bosco 1988 — 1990
Blue Cross Blue Shield of South Carolina September 2011 - Present
Florida Atlantic University September 2004 - December 2011
John Hancock December 2002 - August 2004
University of South Florida 2000 - 2002
Voltas Limited July 1996 - June 2000
Education
Florida Atlantic University 2007 — 2010
MBA, Finance
University of South Florida 2000 — 2002
MS, MIS
University of Pune 1992 — 1996
B.E, Mechanical Engineering
University of Pune 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
Don Bosco 1988 — 1990
Michelle Fluet's John Hancock Experience December 1997 - March 2010
Job Senior Contract Consultant at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) March 2010 - Present
John Hancock December 1997 - March 2010
John Hancock January 1986 - June 1996
Skills
Life Insurance, Series 6, Life Combo riders, Long Term Care Insurance, Financial Services, Insurance, Fixed Annuities, Retirement Planning
Education
Emmanuel College 1978 — 1982
BA, BFA
John Hancock Life Insurance Company (U.S.A.) March 2010 - Present
John Hancock December 1997 - March 2010
John Hancock January 1986 - June 1996
Skills
Life Insurance, Series 6, Life Combo riders, Long Term Care Insurance, Financial Services, Insurance, Fixed Annuities, Retirement Planning
Education
Emmanuel College 1978 — 1982
BA, BFA
Joon Yi's John Hancock Experience June 2007 - July 2008
Job DCIO Retirement Specialist
Industry Financial Services
Experience
Asset Management Firm July 2008 - Present
John Hancock June 2007 - July 2008
Merrill Lynch 2001 - 2004
Enterprise Fund Distributors 2000 - 2001
Skills
401k, Series 7, Mutual Funds, Series 63, Retirement, Retirement Plan..., Wholesaling
Education
Georgia State University 1992 — 1994
BBA, Finance/ Marketing
Emory University 1989 — 1991
Finance
North Springs High School 1986 — 1989
Asset Management Firm July 2008 - Present
John Hancock June 2007 - July 2008
Merrill Lynch 2001 - 2004
Enterprise Fund Distributors 2000 - 2001
Skills
401k, Series 7, Mutual Funds, Series 63, Retirement, Retirement Plan..., Wholesaling
Education
Georgia State University 1992 — 1994
BBA, Finance/ Marketing
Emory University 1989 — 1991
Finance
North Springs High School 1986 — 1989
Paula Ryan's John Hancock Experience 1982 - 1996
Job
Industry Market Research
Experience
Northeastern University 1997 - Present
Paula Ryan Associates 1996 - Present
John Hancock 1982 - 1996
john hancock 1981 - 1996
Skills
Market Research, Marketing, Management, Program Management, Start-ups, Training, Strategic Planning, Integrated Marketing, Sales, Lead Generation, Product Development, Qualitative Research
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing
Georgetown University 1973 — 1977
BA, English, Honors Program
Northeastern University 1997 - Present
Paula Ryan Associates 1996 - Present
John Hancock 1982 - 1996
john hancock 1981 - 1996
Skills
Market Research, Marketing, Management, Program Management, Start-ups, Training, Strategic Planning, Integrated Marketing, Sales, Lead Generation, Product Development, Qualitative Research
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Marketing
Georgetown University 1973 — 1977
BA, English, Honors Program
Marilyn Severino's John Hancock Experience April 1983 - June 2002
Job Application Software Support Analyst at Ellucian
Industry Information Technology and Services
Experience
Ellucian September 2005 - August 2015
Lektrotek Inc. August 2002 - June 2005
John Hancock April 1983 - June 2002
Skills
Troubleshooting, Business Analysis, Quality Assurance, Testing, SDLC, Business Requirements, Software Development, Project Management, Software Project..., Requirements Analysis, Databases, PMP, Requirements Gathering
Education
Emmanuel College
B.A., Psychology/Music
Northeastern University
Master's, Counseling Psychology
Ellucian September 2005 - August 2015
Lektrotek Inc. August 2002 - June 2005
John Hancock April 1983 - June 2002
Skills
Troubleshooting, Business Analysis, Quality Assurance, Testing, SDLC, Business Requirements, Software Development, Project Management, Software Project..., Requirements Analysis, Databases, PMP, Requirements Gathering
Education
Emmanuel College
B.A., Psychology/Music
Northeastern University
Master's, Counseling Psychology
Stephanie L. Culver's John Hancock Experience June 2009 - September 2009
Job Sr. Systems Administrator, SharePoint at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance November 2012 - May 2014
Liberty Mutual Insurance May 2011 - November 2012
Liberty Mutual Insurance June 2010 - May 2011
John Hancock June 2009 - September 2009
John Hancock January 2009 - June 2009
RSA The Security Division of EMC January 2008 - June 2008
KP Construction October 2001 - August 2007
Skills
SharePoint, Powershell, Microsoft SQL Server, Servers, Integration, Upgrades, SharePoint Designer, Project Management, Software Documentation, Testing, Visual Studio, Microsoft Certified..., User Acceptance Testing, Analysis, Visio, Training
Education
Harvard University 2013 — 2017
Masters of Liberal Arts, Information Technology - Information Management Systems
Harvard University 2014 — 2015
Graduate Certificate, Strategic Management
Northeastern University 2006 — 2010
Bachelor of Science, Dual concentrations in Management Information Systems & Finance and Insurance
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance November 2012 - May 2014
Liberty Mutual Insurance May 2011 - November 2012
Liberty Mutual Insurance June 2010 - May 2011
John Hancock June 2009 - September 2009
John Hancock January 2009 - June 2009
RSA The Security Division of EMC January 2008 - June 2008
KP Construction October 2001 - August 2007
Skills
SharePoint, Powershell, Microsoft SQL Server, Servers, Integration, Upgrades, SharePoint Designer, Project Management, Software Documentation, Testing, Visual Studio, Microsoft Certified..., User Acceptance Testing, Analysis, Visio, Training
Education
Harvard University 2013 — 2017
Masters of Liberal Arts, Information Technology - Information Management Systems
Harvard University 2014 — 2015
Graduate Certificate, Strategic Management
Northeastern University 2006 — 2010
Bachelor of Science, Dual concentrations in Management Information Systems & Finance and Insurance
Moise Xavier's John Hancock Experience November 1999 - September 2004
Job at Citibank
Industry Banking
Experience
Citibank May 2006 - Present
Grenada Development Collaborative 2014 - 2014
Citi 2009 - 2013
Citibank 2010 - 2011
John Hancock November 1999 - September 2004
Skills
Insurance, Sales, Financial Services, Finance, Fixed Annuities, Disability Insurance, Risk Management, Time Management, Banking, Management, Strategic Planning, Leadership, Credit
Education
Hobart and William Smith Colleges 1994 — 1999
BA, Environmental Policy
Hobart and William Smith Colleges 1994 — 1998
Bachelors, Environmental Policy
Drexel University 1993 — 1997
Benjamin Banneker HS
Citibank May 2006 - Present
Grenada Development Collaborative 2014 - 2014
Citi 2009 - 2013
Citibank 2010 - 2011
John Hancock November 1999 - September 2004
Skills
Insurance, Sales, Financial Services, Finance, Fixed Annuities, Disability Insurance, Risk Management, Time Management, Banking, Management, Strategic Planning, Leadership, Credit
Education
Hobart and William Smith Colleges 1994 — 1999
BA, Environmental Policy
Hobart and William Smith Colleges 1994 — 1998
Bachelors, Environmental Policy
Drexel University 1993 — 1997
Benjamin Banneker HS
Courtney Lawcewicz's John Hancock Experience November 2008 - August 2013
Job Milieu & Family Therapist at Bay State Community Services, Inc.
Industry Insurance
Experience
Bay State Community Services, Inc. May 2014 - Present
Bay State Community Services, Inc. August 2013 - January 2015
Bay State Community Services, Inc. August 2013 - May 2014
John Hancock November 2008 - August 2013
Volunteer Work 2008 - 2012
Undergrad Internship 2006 - 2007
The National Scoliosis Foundation 2005 - 2006
R.J. Messina Inc 2002 - 2004
Education
Eastern Nazarene College 2011 — 2014
Master's Degree, Marriage and Family Therapy/Counseling, GPA - 4.0
Southeastern University 2004 — 2007
Bachelor's Degree, Psychology
Bay State Community Services, Inc. May 2014 - Present
Bay State Community Services, Inc. August 2013 - January 2015
Bay State Community Services, Inc. August 2013 - May 2014
John Hancock November 2008 - August 2013
Volunteer Work 2008 - 2012
Undergrad Internship 2006 - 2007
The National Scoliosis Foundation 2005 - 2006
R.J. Messina Inc 2002 - 2004
Education
Eastern Nazarene College 2011 — 2014
Master's Degree, Marriage and Family Therapy/Counseling, GPA - 4.0
Southeastern University 2004 — 2007
Bachelor's Degree, Psychology
Darice Grippo's John Hancock Experience 2000 - 2001
Job at Preview Consulting LLC
Industry Financial Services
Experience
Cambridge Associates 2003 - 2008
John Hancock 2000 - 2001
GRI Companies, Inc 1989 - 2000
Putnam Management 1976 - 1989
Education
Harvard Business School 1974 — 1976
MBA, Finance
Wellesley College
BA, Economics
Cambridge Associates 2003 - 2008
John Hancock 2000 - 2001
GRI Companies, Inc 1989 - 2000
Putnam Management 1976 - 1989
Education
Harvard Business School 1974 — 1976
MBA, Finance
Wellesley College
BA, Economics
DawnAnn Cass's John Hancock Experience September 1989 - June 1996
Job Product Specialist at Gravic, Inc.
Industry Information Technology and Services
Experience
Gravic, Inc. 2012 - Present
Gravic, Inc. July 2005 - June 2006
Travelers Insurance May 1996 - February 2005
John Hancock September 1989 - June 1996
CIGNA June 1989 - July 1990
American Technical Services 1988 - 1989
Skills
Training, Marketing, Technical Support, Analysis, Databases, Software Installation, Microsoft Office, Testing, PeopleSoft, Networking, Hardware, Team Leadership, Public Speaking, Management, Business Analysis, Time Management, Outlook, Customer Service, System Administration, Sales, Process Improvement, Access, Troubleshooting, Strategic Planning, Microsoft Excel, Solution Selling
Education
Immaculata University 1992 — 1996
Bachelor, Accounting
Gravic, Inc. 2012 - Present
Gravic, Inc. July 2005 - June 2006
Travelers Insurance May 1996 - February 2005
John Hancock September 1989 - June 1996
CIGNA June 1989 - July 1990
American Technical Services 1988 - 1989
Skills
Training, Marketing, Technical Support, Analysis, Databases, Software Installation, Microsoft Office, Testing, PeopleSoft, Networking, Hardware, Team Leadership, Public Speaking, Management, Business Analysis, Time Management, Outlook, Customer Service, System Administration, Sales, Process Improvement, Access, Troubleshooting, Strategic Planning, Microsoft Excel, Solution Selling
Education
Immaculata University 1992 — 1996
Bachelor, Accounting
Schwartz, Amanda's John Hancock Experience September 2007 - Present
Job New Business Coordinator at John Hancock
Industry Insurance
Experience
John Hancock September 2007 - Present
Education
Montclair State University 2002 — 2006
Bachelor of Arts, Psychology, Sociology
Goucher College 2001 — 2002
Psychology
John Hancock September 2007 - Present
Education
Montclair State University 2002 — 2006
Bachelor of Arts, Psychology, Sociology
Goucher College 2001 — 2002
Psychology
Jonathan Barcus's John Hancock Experience July 2006 - December 2006
Job FullStack Web Developer | Aspiring Entrepreneur | DesignThinker | Budding Homebrewer
Industry Computer Software
Experience
Viking Code School April 2015 - Present
Northeastern University May 2015 - June 2015
General Assemb.ly February 2014 - May 2014
United Nations September 2010 - February 2014
Chartis October 2009 - August 2010
John Hancock July 2006 - December 2006
State Street Global Advisors July 2005 - March 2006
EB Games September 2001 - May 2004
Skills
Troubleshooting, JavaScript, Git, Ruby, Ruby on Rails, HTML 5, Test Driven Development, Event Management, Analysis, Github, RSpec, PostgreSQL, Agile Methodolgy, Customer Service, Disaster Recovery, Microsoft Office, Data Analysis, CSS3, International Relations, Business Analysis, Public Speaking, Information Technology, Event Planning, ITIL, Foreign Policy Analysis, Policy Analysis, jQuery, Behavior Driven..., Sinatra
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), High Technology Management/Innovation & Entrepreneurship
General Assembly 2014 — 2014
Web Development Immersive
Northeastern University 2004 — 2008
Bachelor's Degree, Business Administration (BSBA)
Viking Code School April 2015 - Present
Northeastern University May 2015 - June 2015
General Assemb.ly February 2014 - May 2014
United Nations September 2010 - February 2014
Chartis October 2009 - August 2010
John Hancock July 2006 - December 2006
State Street Global Advisors July 2005 - March 2006
EB Games September 2001 - May 2004
Skills
Troubleshooting, JavaScript, Git, Ruby, Ruby on Rails, HTML 5, Test Driven Development, Event Management, Analysis, Github, RSpec, PostgreSQL, Agile Methodolgy, Customer Service, Disaster Recovery, Microsoft Office, Data Analysis, CSS3, International Relations, Business Analysis, Public Speaking, Information Technology, Event Planning, ITIL, Foreign Policy Analysis, Policy Analysis, jQuery, Behavior Driven..., Sinatra
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), High Technology Management/Innovation & Entrepreneurship
General Assembly 2014 — 2014
Web Development Immersive
Northeastern University 2004 — 2008
Bachelor's Degree, Business Administration (BSBA)
John Penney's John Hancock Experience April 2008 - Present
Job BOLI/COLI Account Manager at John Hancock
Industry Financial Services
Experience
John Hancock April 2008 - Present
John Hancock March 2006 - March 2008
John Hancock October 2004 - February 2006
John Hancock June 2002 - September 2004
Skills
Life Insurance, Employee Benefits, Underwriting, BOLI case design, Defined Benefit, Insurance, Series 6, Series 63, Executive Pay, Sales Management, Sales Process, Management, Marketing, Non-Qualified Deferred..., Pensions, Series 7, Financial Services, Retirement
Education
The American College 2006 — 2008
ChFC, Finance
University of Phoenix 2003 — 2005
Masters, Business Administration
Eastern Nazarene College 1998 — 2002
BS, Business Administration
John Hancock April 2008 - Present
John Hancock March 2006 - March 2008
John Hancock October 2004 - February 2006
John Hancock June 2002 - September 2004
Skills
Life Insurance, Employee Benefits, Underwriting, BOLI case design, Defined Benefit, Insurance, Series 6, Series 63, Executive Pay, Sales Management, Sales Process, Management, Marketing, Non-Qualified Deferred..., Pensions, Series 7, Financial Services, Retirement
Education
The American College 2006 — 2008
ChFC, Finance
University of Phoenix 2003 — 2005
Masters, Business Administration
Eastern Nazarene College 1998 — 2002
BS, Business Administration
Sharon Loving's John Hancock Experience April 2002 - August 2010
Job New Business Specialist at Capitol Financial Solutions
Industry Insurance
Experience
Capitol Financial Solutions- Member of John Hancock Financial Network August 2010 - Present
John Hancock April 2002 - August 2010
ALE Systems/California Software 1986 - 2001
Education
East Carolina University 1978 — 1982
BS, Early Childhood Education
Capitol Financial Solutions- Member of John Hancock Financial Network August 2010 - Present
John Hancock April 2002 - August 2010
ALE Systems/California Software 1986 - 2001
Education
East Carolina University 1978 — 1982
BS, Early Childhood Education
Stephanie Mascia's John Hancock Experience November 2006 - August 2008
Job Audit Director Audit Services at John Hancock / Manulife Financial
Industry Insurance
Experience
John Hancock Financial Services- Manulife Financial April 2013 - Present
John Hancock Financial Services- Manulife Financial March 2011 - April 2013
Liberty Mutual August 2008 - April 2011
John Hancock November 2006 - August 2008
Tower Square Securities/ Metlife July 2004 - November 2006
MassMutual Financial Group October 2002 - July 2004
Skills
Internal Audit, Insurance, Internal Controls, Wealth Management, Management, Mutual Funds, FINRA, Project Planning, Life Insurance, Business Process, Series 7, Series 24, Spanish, Latin America, Risk Assessment, Property & Casualty..., Compliance, SOX Compliancy, Investment Advisory
Education
Fairfield University 1998 — 2002
BA
Universidad de Guadalajara 2001 — 2001
Universidad de Buenos Aires 2000 — 2000
John Hancock Financial Services- Manulife Financial April 2013 - Present
John Hancock Financial Services- Manulife Financial March 2011 - April 2013
Liberty Mutual August 2008 - April 2011
John Hancock November 2006 - August 2008
Tower Square Securities/ Metlife July 2004 - November 2006
MassMutual Financial Group October 2002 - July 2004
Skills
Internal Audit, Insurance, Internal Controls, Wealth Management, Management, Mutual Funds, FINRA, Project Planning, Life Insurance, Business Process, Series 7, Series 24, Spanish, Latin America, Risk Assessment, Property & Casualty..., Compliance, SOX Compliancy, Investment Advisory
Education
Fairfield University 1998 — 2002
BA
Universidad de Guadalajara 2001 — 2001
Universidad de Buenos Aires 2000 — 2000
Valerie Ortega's John Hancock Experience May 2006 - May 2009
Job Regional Vice President Retirement Plans at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2009 - Present
John Hancock May 2006 - May 2009
Skills
401k, Retirement, Retirement Planning, Series 63, Mutual Funds, Series 6, Pensions, Fixed Annuities, Investments, Financial Services, Defined Benefit, Retirement Plan...
Education
Florida International University - College of Business Administration 2003 — 2005
Masters International Business, Finance, General
Florida International University - College of Business 2000 — 2003
Bachelor, Finance and International Business
Nationwide Financial May 2009 - Present
John Hancock May 2006 - May 2009
Skills
401k, Retirement, Retirement Planning, Series 63, Mutual Funds, Series 6, Pensions, Fixed Annuities, Investments, Financial Services, Defined Benefit, Retirement Plan...
Education
Florida International University - College of Business Administration 2003 — 2005
Masters International Business, Finance, General
Florida International University - College of Business 2000 — 2003
Bachelor, Finance and International Business
Jon Soule's John Hancock Experience September 2003 - February 2007
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2014 - Present
Inspired Giving June 2007 - December 2013
John Hancock September 2003 - February 2007
MassMutual March 1992 - March 2003
Northwestern Mutual May 1983 - March 1992
Education
Hobart and William Smith Colleges 1979 — 1983
BS, Political Science
Coldwell Banker Residential Brokerage 2014 - Present
Inspired Giving June 2007 - December 2013
John Hancock September 2003 - February 2007
MassMutual March 1992 - March 2003
Northwestern Mutual May 1983 - March 1992
Education
Hobart and William Smith Colleges 1979 — 1983
BS, Political Science
Amanda (King) Knox, PPC™'s John Hancock Experience March 2008 - Present
Job Relationship Manager at John Hancock
Industry Insurance
Experience
John Hancock March 2008 - Present
John Hancock December 2005 - March 2008
Skills
Series 63, Series 6, Retirement Planning, Series 7, Life & Health Insurance..., Variable Annuities, U Mass 401(k)..., 401k, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, Wealth Management, Retirement Plan..., FINRA, Financial Advisory
Education
Gettysburg College
University of Wollongong
John Hancock March 2008 - Present
John Hancock December 2005 - March 2008
Skills
Series 63, Series 6, Retirement Planning, Series 7, Life & Health Insurance..., Variable Annuities, U Mass 401(k)..., 401k, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, Wealth Management, Retirement Plan..., FINRA, Financial Advisory
Education
Gettysburg College
University of Wollongong
Derek DeLorenzo's John Hancock Experience 1995 - March 2006
Job Senior Vice President Client Relationship Management at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings March 2006 - Present
John Hancock 1995 - March 2006
Smith Barney September 1993 - March 1995
Skills
Mutual Funds, Financial Services, Securities, Series 7, Investments
Education
Fairfield University 1989 — 1993
Bachelor of Arts (BA), History
Ascensus College Savings March 2006 - Present
John Hancock 1995 - March 2006
Smith Barney September 1993 - March 1995
Skills
Mutual Funds, Financial Services, Securities, Series 7, Investments
Education
Fairfield University 1989 — 1993
Bachelor of Arts (BA), History
Mike Rothe's John Hancock Experience April 2009 - August 2009
Job Affinity Marketing & Support Manager at Allstate Business Insurance
Industry Insurance
Experience
Allstate Business Insurance March 2015 - Present
Allstate January 2014 - March 2015
Allstate Insurance August 2009 - January 2014
John Hancock April 2009 - August 2009
Allstate Financial April 2006 - April 2009
Allstate October 2004 - March 2006
TD Waterhouse September 2002 - September 2004
Skills
Management, Series 6, Retirement Planning, Sales, Licensing, Insurance, Leadership, Strategic Planning, Marketing, Mutual Funds, Series 7, Life Insurance, Fixed Annuities, Sales Operations, CRM, Process Improvement, Series 63, 401k, Asset Allocation, Banking, Business Development, Commercial Insurance, Business Planning, Disability Insurance, Employee Benefits, Financial Services, Investments, Long-term Care, Negotiation, Marketing Strategy, New Business Development, Portfolio Management, Sales Management, Retirement, Training, Term Life Insurance, Variable Annuities, Financial Advisory, Property & Casualty...
Education
Illinois State University 1996 — 1999
Finance, Risk Management
Illinois State University 1996 — 1999
Finance, Risk Management
Allstate Business Insurance March 2015 - Present
Allstate January 2014 - March 2015
Allstate Insurance August 2009 - January 2014
John Hancock April 2009 - August 2009
Allstate Financial April 2006 - April 2009
Allstate October 2004 - March 2006
TD Waterhouse September 2002 - September 2004
Skills
Management, Series 6, Retirement Planning, Sales, Licensing, Insurance, Leadership, Strategic Planning, Marketing, Mutual Funds, Series 7, Life Insurance, Fixed Annuities, Sales Operations, CRM, Process Improvement, Series 63, 401k, Asset Allocation, Banking, Business Development, Commercial Insurance, Business Planning, Disability Insurance, Employee Benefits, Financial Services, Investments, Long-term Care, Negotiation, Marketing Strategy, New Business Development, Portfolio Management, Sales Management, Retirement, Training, Term Life Insurance, Variable Annuities, Financial Advisory, Property & Casualty...
Education
Illinois State University 1996 — 1999
Finance, Risk Management
Illinois State University 1996 — 1999
Finance, Risk Management
Karla Hinsman, ITIL v3, BACP's John Hancock Experience January 1998 - April 2003
Job QA Director at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services April 2013 - Present
Jeunesse Global January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES November 2005 - January 2011
Self-employed Massachusetts Licensed Freelance Court Reporter April 2003 - November 2005
John Hancock January 1998 - April 2003
John Hancock January 1992 - January 1998
John Hancock January 1985 - January 1992
Skills
SDLC, User Acceptance Testing, Business Requirements, Process Improvement, Requirements Gathering, Requirements Analysis, Business Analysis, Quality Assurance, Quality Center, Visio, Vendor Management, SharePoint, Testing, Software Project..., Software Documentation, Release Management, Agile Methodologies, Test Planning, Lotus Notes, ITIL v3 Foundations..., Lean Six Sigma, Global Resource..., Software Quality..., Management, Project Management, Regression Testing, Analysis, Software Development, Leadership
Education
Emmanuel College
Bachelor's Degree, Business Administration and Management, General
New England Court Reporting Institute 1996 — 1998
CSR, Certified Shorthand Reporter
John Hancock Financial Services April 2013 - Present
Jeunesse Global January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES November 2005 - January 2011
Self-employed Massachusetts Licensed Freelance Court Reporter April 2003 - November 2005
John Hancock January 1998 - April 2003
John Hancock January 1992 - January 1998
John Hancock January 1985 - January 1992
Skills
SDLC, User Acceptance Testing, Business Requirements, Process Improvement, Requirements Gathering, Requirements Analysis, Business Analysis, Quality Assurance, Quality Center, Visio, Vendor Management, SharePoint, Testing, Software Project..., Software Documentation, Release Management, Agile Methodologies, Test Planning, Lotus Notes, ITIL v3 Foundations..., Lean Six Sigma, Global Resource..., Software Quality..., Management, Project Management, Regression Testing, Analysis, Software Development, Leadership
Education
Emmanuel College
Bachelor's Degree, Business Administration and Management, General
New England Court Reporting Institute 1996 — 1998
CSR, Certified Shorthand Reporter
Carmela Telese's John Hancock Experience 1998 - 2000
Job Attorney at Telese & Shufro, LLC
Industry Law Practice
Experience
Telese & Shufro, LLC June 2013 - Present
Law Firm August 2011 - April 2013
Your Legal Writes, LLC October 2010 - March 2013
New England Business Educational Systems September 2009 - October 2010
Lexis Nexis 2000 - 2009
Bay State College January 2002 - December 2002
John Hancock 1998 - 2000
City of Waterbury, Connecticut 1997 - 1998
Skills
Legal Research, Legal Writing, Civil Litigation, Appeals, Legal Assistance, Alternative Dispute..., Medical Malpractice, Litigation, Courts, Mediation
Education
The University of Connecticut School of Law 1994 — 1997
J.D.
Fairfield University 1989 — 1993
B.A., English/Education
Telese & Shufro, LLC June 2013 - Present
Law Firm August 2011 - April 2013
Your Legal Writes, LLC October 2010 - March 2013
New England Business Educational Systems September 2009 - October 2010
Lexis Nexis 2000 - 2009
Bay State College January 2002 - December 2002
John Hancock 1998 - 2000
City of Waterbury, Connecticut 1997 - 1998
Skills
Legal Research, Legal Writing, Civil Litigation, Appeals, Legal Assistance, Alternative Dispute..., Medical Malpractice, Litigation, Courts, Mediation
Education
The University of Connecticut School of Law 1994 — 1997
J.D.
Fairfield University 1989 — 1993
B.A., English/Education
Jill Malcolm's John Hancock Experience February 1977 - May 2004
Job Director Marketing Communications
Industry Financial Services
Experience
Manulife Asset Management May 2004 - July 2013
John Hancock February 1977 - May 2004
Education
Suffolk University 1982 — 1986
JD, Real Estate Law
Emmanuel College 1972 — 1976
BA, English
Manulife Asset Management May 2004 - July 2013
John Hancock February 1977 - May 2004
Education
Suffolk University 1982 — 1986
JD, Real Estate Law
Emmanuel College 1972 — 1976
BA, English
Katherine Chiarelli's John Hancock Experience June 2003 - June 2006
Job Director Business Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2006 - July 2008
John Hancock June 2003 - June 2006
John Hancock Financial Services July 2002 - May 2003
John Hancock Financial Services July 2001 - July 2002
John Hancock Financial Services March 2001 - July 2001
John Hancock Financial Services November 1998 - March 2001
Skills
Financial Analysis, Essbase, Business Analysis, Business Process..., Project Management, Business Process..., Contract Management, Requirements Gathering, OBI, HP Service Manager, Business Objects, Quality Center, Rally, MS Project, Process Improvement, Operational Controls, Process Flow..., Data Validation, Problem Resolution, Staff Development, Effective Communication, IT Outsourcing..., Budgeting and..., Program Management, Vendor Management, Requirements..., User Acceptance Testing, Change Request..., Resource Planning, Virtual Team Leadership, Control-M Enterprise..., Expert Choice, Oracle DRM, SDLC, Agile & Waterfall..., Analysis, Business Process, Management
Education
Fairfield University 1994 — 1998
Bachelor's degree, Computer Information Systems & Accounting
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2006 - July 2008
John Hancock June 2003 - June 2006
John Hancock Financial Services July 2002 - May 2003
John Hancock Financial Services July 2001 - July 2002
John Hancock Financial Services March 2001 - July 2001
John Hancock Financial Services November 1998 - March 2001
Skills
Financial Analysis, Essbase, Business Analysis, Business Process..., Project Management, Business Process..., Contract Management, Requirements Gathering, OBI, HP Service Manager, Business Objects, Quality Center, Rally, MS Project, Process Improvement, Operational Controls, Process Flow..., Data Validation, Problem Resolution, Staff Development, Effective Communication, IT Outsourcing..., Budgeting and..., Program Management, Vendor Management, Requirements..., User Acceptance Testing, Change Request..., Resource Planning, Virtual Team Leadership, Control-M Enterprise..., Expert Choice, Oracle DRM, SDLC, Agile & Waterfall..., Analysis, Business Process, Management
Education
Fairfield University 1994 — 1998
Bachelor's degree, Computer Information Systems & Accounting
Jason Gioncontere's John Hancock Experience 2012 - Present
Job Securities Operations Analyst at John Hancock
Industry Financial Services
Experience
John Hancock 2012 - Present
BNY Mellon 2011 - 2012
Bank of America/U.S. Trust 2010 - 2011
Choate, Hall and Stewart January 2000 - September 2010
Travelex January 1998 - January 2000
Travelex America May 1997 - December 1997
Career Blazers January 1997 - May 1997
Hofstra University January 1994 - January 1996
Skills
Investments, Equities, Bloomberg, Asset Allocation, Securities, FX Options, Mutual Funds, Banking, Asset Managment, Wealth Management..., Trading Systems, Financial Analysis, Strategic Financial..., Trusts, Trading, Financial Services, Asset Management, Account Reconciliation, Finance, Accounting, Financial Planning
Education
Hofstra University 1992 — 1996
Bachelor of Arts; Areas of, Liberal Arts; Mathematics and Spanish
Copiague High School
John Hancock 2012 - Present
BNY Mellon 2011 - 2012
Bank of America/U.S. Trust 2010 - 2011
Choate, Hall and Stewart January 2000 - September 2010
Travelex January 1998 - January 2000
Travelex America May 1997 - December 1997
Career Blazers January 1997 - May 1997
Hofstra University January 1994 - January 1996
Skills
Investments, Equities, Bloomberg, Asset Allocation, Securities, FX Options, Mutual Funds, Banking, Asset Managment, Wealth Management..., Trading Systems, Financial Analysis, Strategic Financial..., Trusts, Trading, Financial Services, Asset Management, Account Reconciliation, Finance, Accounting, Financial Planning
Education
Hofstra University 1992 — 1996
Bachelor of Arts; Areas of, Liberal Arts; Mathematics and Spanish
Copiague High School
Derek Rowan's John Hancock Experience January 1999 - June 1999
Job Regional Account Executive at Aramark Uniform Services
Industry Marketing and Advertising
Experience
Aramark Uniform Services August 2014 - Present
Aramark Uniform Services October 2012 - August 2014
Aramark Uniform Services July 2011 - October 2012
Aramark Uniform Services August 2009 - July 2011
Aramark Uniform Services June 2009 - August 2009
Aramark Uniform Services March 2006 - June 2009
Aramark Uniform Services June 1999 - March 2006
John Hancock January 1999 - June 1999
Skills
Cold Calling, Sales Process, Salesforce.com, Account Management, Direct Sales, B2B, Sales Presentations, Customer Retention, Sales Operations, Sales, Selling, Sales Management, New Business Development, Lead Generation, Solution Selling
Education
Illinois State University
Bachelor of Science (BS), Marketing
Aramark Uniform Services August 2014 - Present
Aramark Uniform Services October 2012 - August 2014
Aramark Uniform Services July 2011 - October 2012
Aramark Uniform Services August 2009 - July 2011
Aramark Uniform Services June 2009 - August 2009
Aramark Uniform Services March 2006 - June 2009
Aramark Uniform Services June 1999 - March 2006
John Hancock January 1999 - June 1999
Skills
Cold Calling, Sales Process, Salesforce.com, Account Management, Direct Sales, B2B, Sales Presentations, Customer Retention, Sales Operations, Sales, Selling, Sales Management, New Business Development, Lead Generation, Solution Selling
Education
Illinois State University
Bachelor of Science (BS), Marketing
Brian McCarter's John Hancock Experience October 2010 - October 2012
Job Real Estate Investor
Industry Investment Management
Experience
Real Estate Investor January 2011 - Present
John Hancock October 2010 - October 2012
Ameresco July 2009 - September 2009
GE June 2008 - January 2009
GE July 2007 - January 2008
Skills
Finance, Project Finance, Sales, Management, Investments, Valuation, Strategy, Mergers & Acquisitions, Managerial Finance, Equities, Turn Around Management, Financial Modeling, Direct Mail Campaigns, Real Estate Investment...
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Management, 3.91 Summa Cum Laude
Eastern Nazarene College
Electrical Engineering and Business
Real Estate Investor January 2011 - Present
John Hancock October 2010 - October 2012
Ameresco July 2009 - September 2009
GE June 2008 - January 2009
GE July 2007 - January 2008
Skills
Finance, Project Finance, Sales, Management, Investments, Valuation, Strategy, Mergers & Acquisitions, Managerial Finance, Equities, Turn Around Management, Financial Modeling, Direct Mail Campaigns, Real Estate Investment...
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Management, 3.91 Summa Cum Laude
Eastern Nazarene College
Electrical Engineering and Business
Alison Harvey's John Hancock Experience 2002 - October 2004
Job Senior Director at Manulife/John Hancock
Industry Insurance
Experience
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
Lauren East's John Hancock Experience June 2007 - March 2010
Job Private Trust Account Administrator at Frost Bank
Industry Financial Services
Experience
Frost Bank April 2014 - Present
JPMorgan Chase June 2012 - February 2014
JPMorgan Chase March 2010 - June 2012
John Hancock June 2007 - March 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Sales, Retirement Planning, Marketing, Trusts, Estates
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Political Science, French
Frost Bank April 2014 - Present
JPMorgan Chase June 2012 - February 2014
JPMorgan Chase March 2010 - June 2012
John Hancock June 2007 - March 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Sales, Retirement Planning, Marketing, Trusts, Estates
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Political Science, French
Deirdre Carroll's John Hancock Experience January 1994 - January 1998
Job Retirement Plan Consultant at Envoy Financial
Industry Financial Services
Experience
Envoy Financial November 2013 - Present
Proshares October 2010 - June 2011
US Boston Corporation January 2006 - March 2010
Captial Advisors Group March 2004 - August 2005
Independence Investments June 2002 - June 2003
State Street Global Advisors December 2000 - June 2002
Nvest Companies, LP January 1998 - December 2000
John Hancock January 1994 - January 1998
Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management
Education
Emerson College 1996 — 1998
Master of Arts, Marketing Communications
William Smith College 1988 — 1992
Bachelor of Arts, Sociology
Envoy Financial November 2013 - Present
Proshares October 2010 - June 2011
US Boston Corporation January 2006 - March 2010
Captial Advisors Group March 2004 - August 2005
Independence Investments June 2002 - June 2003
State Street Global Advisors December 2000 - June 2002
Nvest Companies, LP January 1998 - December 2000
John Hancock January 1994 - January 1998
Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management
Education
Emerson College 1996 — 1998
Master of Arts, Marketing Communications
William Smith College 1988 — 1992
Bachelor of Arts, Sociology
Chris Burnett's John Hancock Experience January 2011 - July 2015
Job Divisional Marketing Director, John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
John Hancock January 2011 - July 2015
Skills
401k, Retirement Planning, Investments, Series 6, Relationship Management, Series 63, Series 7, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Securities, Asset Allocation, ERISA, Financial Advisory, Life Insurance
Education
Charlotte Country Day School
Emory and Henry College
BS, Business Management (Finance), Spanish minor
John Hancock Financial Services August 2015 - Present
John Hancock January 2011 - July 2015
Skills
401k, Retirement Planning, Investments, Series 6, Relationship Management, Series 63, Series 7, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Securities, Asset Allocation, ERISA, Financial Advisory, Life Insurance
Education
Charlotte Country Day School
Emory and Henry College
BS, Business Management (Finance), Spanish minor
Dustin Latham, CFA, CAIA's John Hancock Experience January 2013 - August 2014
Job at
Industry Financial Services
Experience
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Kristen Rubin's John Hancock Experience July 2013 - Present
Job Retirement Plan Sales Associate
Industry Financial Services
Experience
John Hancock July 2013 - Present
The Rashi School 2012 - Present
Derby Academy August 2011 - June 2012
Buckingham Browne and Nichols September 2010 - June 2011
Striker Squash Camps January 2005 - August 2009
Hamilton College Psychology Department September 2007 - May 2009
Skills
SPSS, Excel, Volunteer Management, Microsoft Office, Writing, Organizing, Curriculum Development, Microsoft Excel, Data Analysis, PowerPoint, Curriculum Design, Nonprofits, Fundraising, Teacher Training, Public Speaking, Teaching, Community Outreach, Higher Education, Tutoring
Education
Lesley University 2010 — 2011
M. Ed, Elementary Edu
Hamilton College 2006 — 2010
BA, Psychology, Communications
Milton Academy 1993 — 2006
High School
Buckingham Browne and Nichols School
John Hancock July 2013 - Present
The Rashi School 2012 - Present
Derby Academy August 2011 - June 2012
Buckingham Browne and Nichols September 2010 - June 2011
Striker Squash Camps January 2005 - August 2009
Hamilton College Psychology Department September 2007 - May 2009
Skills
SPSS, Excel, Volunteer Management, Microsoft Office, Writing, Organizing, Curriculum Development, Microsoft Excel, Data Analysis, PowerPoint, Curriculum Design, Nonprofits, Fundraising, Teacher Training, Public Speaking, Teaching, Community Outreach, Higher Education, Tutoring
Education
Lesley University 2010 — 2011
M. Ed, Elementary Edu
Hamilton College 2006 — 2010
BA, Psychology, Communications
Milton Academy 1993 — 2006
High School
Buckingham Browne and Nichols School
Greg Swindall, CLF's John Hancock Experience 2006 - 2008
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Patricia Boland's John Hancock Experience August 2005 - Present
Job Executive Assistant at John Hancock
Industry Financial Services
Experience
John Hancock August 2005 - Present
Town of Weymouth 2003 - 2005
Quinn and Morris Law Office 2001 - 2003
The Educational Resources Institute 1997 - 2001
Skills
Lotus Notes, Administrative..., Outlook, Access, Office Management, Microsoft Excel, Spreadsheets, Insurance, PowerPoint, Visio, Travel Arrangements, Customer Service, Microsoft Office, Microsoft Word, Financial Services, Calendaring
Education
Gibbs College-Boston 1998 — 2000
Business Administration
John Hancock August 2005 - Present
Town of Weymouth 2003 - 2005
Quinn and Morris Law Office 2001 - 2003
The Educational Resources Institute 1997 - 2001
Skills
Lotus Notes, Administrative..., Outlook, Access, Office Management, Microsoft Excel, Spreadsheets, Insurance, PowerPoint, Visio, Travel Arrangements, Customer Service, Microsoft Office, Microsoft Word, Financial Services, Calendaring
Education
Gibbs College-Boston 1998 — 2000
Business Administration