John Hancock
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John Hancock Employees
Employee
Years
Job
Industry
Julie A. Cloud Julie A. Cloud's John Hancock Experience June 1998 - May 2000
Job Chief Operating Officer/Partner at BrainForest Group, LLC
Industry Health, Wellness and Fitness
Experience
Every1Wins Marketing, LLC November 2014 - Present
Optimum Dental Health, Dr. Weber, May 2000 - January 2015
John Hancock June 1998 - May 2000
Cincinnati Children's January 1995 - June 1998
Skills
Patient Education, Healthcare, Cpr Certified, Health Education, Treatment, Dentistry, Healthcare Management, Hospitals, Pediatrics, Medical Terminology, Public Health, Patient Safety, Periodontics, Nutrition, Prevention, Cosmetic Dentistry, Training, Leadership, Program Management, Community Health, Management, Global Health, Medicine, Infection Control, Epidemiology, Health Promotion, Radiography, Restorative Dentistry, Dental Software, Direct Patient Care, Preventive Medicine, Quality Patient Care, CPR Certified, Motorsports Marketing, Strategic Planning, Public Speaking, Marketing, Team Building, Corporate Fundraising, Fundraising Campaign..., Sponsorship Relations
Education
Walden University 2011 — 2014
B.S. in Health Care Administration & Management, Health Services Administration, Recent Graduate
Walden University 2011 — 2014
B.S. in Health Care Administration & Management, Health/Health Care Administration/Management, Graduate Student Master's Public Health Program
University of Cincinnati 1988 — 1991
Associate of Arts and Sciences (A.A.S.), Dental Hygiene/Hygienist
Indiana University Bloomington 1987 — 1988
Undergraduate Studies, Prerequisite Health Studies
Connersville Senior High
Every1Wins Marketing, LLC November 2014 - Present
Optimum Dental Health, Dr. Weber, May 2000 - January 2015
John Hancock June 1998 - May 2000
Cincinnati Children's January 1995 - June 1998
Skills
Patient Education, Healthcare, Cpr Certified, Health Education, Treatment, Dentistry, Healthcare Management, Hospitals, Pediatrics, Medical Terminology, Public Health, Patient Safety, Periodontics, Nutrition, Prevention, Cosmetic Dentistry, Training, Leadership, Program Management, Community Health, Management, Global Health, Medicine, Infection Control, Epidemiology, Health Promotion, Radiography, Restorative Dentistry, Dental Software, Direct Patient Care, Preventive Medicine, Quality Patient Care, CPR Certified, Motorsports Marketing, Strategic Planning, Public Speaking, Marketing, Team Building, Corporate Fundraising, Fundraising Campaign..., Sponsorship Relations
Education
Walden University 2011 — 2014
B.S. in Health Care Administration & Management, Health Services Administration, Recent Graduate
Walden University 2011 — 2014
B.S. in Health Care Administration & Management, Health/Health Care Administration/Management, Graduate Student Master's Public Health Program
University of Cincinnati 1988 — 1991
Associate of Arts and Sciences (A.A.S.), Dental Hygiene/Hygienist
Indiana University Bloomington 1987 — 1988
Undergraduate Studies, Prerequisite Health Studies
Connersville Senior High
Teddy Awuah Teddy Awuah's John Hancock Experience August 2008 - November 2010
Job Sr. Retirement Plan Consultant at Comerica Bank
Industry Financial Services
Experience
Comerica Bank August 2015 - Present
John Hancock Life Insurance Co. December 2011 - July 2015
John Hancock Life Insurance Company (U.S.A.) November 2010 - December 2011
John Hancock August 2008 - November 2010
Skills
Securities, Retirement, Pensions, Retirement Planning, Series 65, 401k, Series 7, Series 63, Fixed Annuities, Series 6, Mutual Funds, Investments, Financial Services
Education
Liberty University
Business Management
Comerica Bank August 2015 - Present
John Hancock Life Insurance Co. December 2011 - July 2015
John Hancock Life Insurance Company (U.S.A.) November 2010 - December 2011
John Hancock August 2008 - November 2010
Skills
Securities, Retirement, Pensions, Retirement Planning, Series 65, 401k, Series 7, Series 63, Fixed Annuities, Series 6, Mutual Funds, Investments, Financial Services
Education
Liberty University
Business Management
Sarah Krivos Sarah Krivos's John Hancock Experience June 2006 - May 2007
Job Director of Recruiting with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2009 - Present
Artisan Partners May 2007 - January 2009
John Hancock June 2006 - May 2007
Northwestern Mutual October 2003 - May 2006
Enterprise Rent-A-Car December 2001 - November 2002
Skills
Recruiting, Training, Networking, Coaching, Time Management, Marketing, Management, CRM, Sales, Career Development, Social Networking, Cold Calling, Finance, Customer Service, Process Improvement, Interviews, Insurance, Leadership, College Recruiting, Employee Benefits, Human Resources, Applicant Tracking..., Talent Acquisition, Sourcing, Account Management, Employee Relations, Analysis, Team Building, Accounting, Business Development, Leadership Development, Building Relationships, Strategy, Hiring, Selling, Team Leadership, Talent Management, Employee Training, New Hire Orientations, Customer Retention, Performance Management, Executive Search, Contract Recruitment, Benefits Administration, Benefits Negotiation, Business Networking, Internet Recruiting, Payroll, Organizational..., Personnel Management
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Madison 1997 — 2001
Bachelor's Degree, Consumer Science
Nicolet 1993 — 1997
High School Diploma
Northwestern Mutual March 2009 - Present
Artisan Partners May 2007 - January 2009
John Hancock June 2006 - May 2007
Northwestern Mutual October 2003 - May 2006
Enterprise Rent-A-Car December 2001 - November 2002
Skills
Recruiting, Training, Networking, Coaching, Time Management, Marketing, Management, CRM, Sales, Career Development, Social Networking, Cold Calling, Finance, Customer Service, Process Improvement, Interviews, Insurance, Leadership, College Recruiting, Employee Benefits, Human Resources, Applicant Tracking..., Talent Acquisition, Sourcing, Account Management, Employee Relations, Analysis, Team Building, Accounting, Business Development, Leadership Development, Building Relationships, Strategy, Hiring, Selling, Team Leadership, Talent Management, Employee Training, New Hire Orientations, Customer Retention, Performance Management, Executive Search, Contract Recruitment, Benefits Administration, Benefits Negotiation, Business Networking, Internet Recruiting, Payroll, Organizational..., Personnel Management
Education
Marquette University 2003 — 2006
MBA
University of Wisconsin-Madison 1997 — 2001
Bachelor's Degree, Consumer Science
Nicolet 1993 — 1997
High School Diploma
Erik R. Karlson Erik R. Karlson's John Hancock Experience July 2001 - March 2009
Job Approved Master of Divinity Candidate for Word and Sacrament Ministry
Industry Higher Education
Experience
Nordland Lutheran and Trinity Lutheran Churches August 2014 - August 2015
Luther Seminary Student Affairs / Office of Financial Aid August 2012 - August 2014
Luther Seminary July 2012 - August 2012
John Hancock July 2001 - March 2009
PIMCO Funds Distributors July 2000 - June 2001
MILITARY SERVICE October 1994 - September 1998
Skills
Public Speaking, Customer Service, Strategic Planning, Building Relationships, Project Management, Marketing, Leadership, Management, Account Management, Team Leadership, Business Requirements, Marketing Communications, Sales, Team Building, Teaching, Fixed Annuities
Education
Luther Seminary 2012 — 2015
Master of Divinity
Penn State University 1992 — 2000
International Relations, Economics, History
Nordland Lutheran and Trinity Lutheran Churches August 2014 - August 2015
Luther Seminary Student Affairs / Office of Financial Aid August 2012 - August 2014
Luther Seminary July 2012 - August 2012
John Hancock July 2001 - March 2009
PIMCO Funds Distributors July 2000 - June 2001
MILITARY SERVICE October 1994 - September 1998
Skills
Public Speaking, Customer Service, Strategic Planning, Building Relationships, Project Management, Marketing, Leadership, Management, Account Management, Team Leadership, Business Requirements, Marketing Communications, Sales, Team Building, Teaching, Fixed Annuities
Education
Luther Seminary 2012 — 2015
Master of Divinity
Penn State University 1992 — 2000
International Relations, Economics, History
Brent Bennett Brent Bennett's John Hancock Experience August 1996 - February 2005
Job Procurement Specialist at Advanced Thermal Solutions
Industry Telecommunications
Experience
Advanced Thermal Solutions March 2013 - Present
Gillette Stadium August 2003 - Present
IPG Photonics October 2012 - November 2012
National Grid September 2011 - March 2012
Brown Brothers Harriman & Company May 2008 - March 2010
MetLife March 2006 - May 2008
General Dynamics April 2005 - March 2006
John Hancock August 1996 - February 2005
Breakaway Solutions December 1999 - February 2001
Skills
Procurement, Process Improvement, Sourcing, Supply Management, ERP, Purchasing, Access, Contract Management, PeopleSoft, Budgets, Forecasting, Analysis, Training, RFP, Marketing, Vendor Management, Pricing, Invoicing, Business Analysis, Strategic Sourcing, Purchasing Processes, Purchasing Agents, Management, Leadership, Project Management, Databases, Inventory Management, Team Leadership, Account Management, Cross-functional Team...
Education
Massasoit Community College 1988 — 1990
Associate Degree, Liberal Arts
Advanced Thermal Solutions March 2013 - Present
Gillette Stadium August 2003 - Present
IPG Photonics October 2012 - November 2012
National Grid September 2011 - March 2012
Brown Brothers Harriman & Company May 2008 - March 2010
MetLife March 2006 - May 2008
General Dynamics April 2005 - March 2006
John Hancock August 1996 - February 2005
Breakaway Solutions December 1999 - February 2001
Skills
Procurement, Process Improvement, Sourcing, Supply Management, ERP, Purchasing, Access, Contract Management, PeopleSoft, Budgets, Forecasting, Analysis, Training, RFP, Marketing, Vendor Management, Pricing, Invoicing, Business Analysis, Strategic Sourcing, Purchasing Processes, Purchasing Agents, Management, Leadership, Project Management, Databases, Inventory Management, Team Leadership, Account Management, Cross-functional Team...
Education
Massasoit Community College 1988 — 1990
Associate Degree, Liberal Arts
Pamela Kortekamp Pamela Kortekamp's John Hancock Experience December 1998 - December 2002
Job Managing Partner at Lifetime Recruiting Strategies
Industry Financial Services
Experience
Lifetime Recruiting Strategies June 2009 - Present
Cummins Recruiting Group December 2007 - June 2009
ELS Human Resources January 2007 - November 2007
Luttner Financial Group (Guardian Insurance Co) December 2002 - January 2007
John Hancock December 1998 - December 2002
Skills
Recruiting, Sourcing, Business Networking, Employee Relations, Screening, Benefits Administration, Job Descriptions, Applicant Tracking..., Talent Acquisition, Executive Search, College Recruiting, Employee Benefits, Insurance, Sales, Strategy, Management, Hiring, Human Resources, Business Development, Networking, Life Insurance, Interviews, Training, Budgets, Leadership, Small Business, Financial Services, Mutual Funds, Finance
Education
Miami University 1978 — 1980
Criminal Justice, 79
Lifetime Recruiting Strategies June 2009 - Present
Cummins Recruiting Group December 2007 - June 2009
ELS Human Resources January 2007 - November 2007
Luttner Financial Group (Guardian Insurance Co) December 2002 - January 2007
John Hancock December 1998 - December 2002
Skills
Recruiting, Sourcing, Business Networking, Employee Relations, Screening, Benefits Administration, Job Descriptions, Applicant Tracking..., Talent Acquisition, Executive Search, College Recruiting, Employee Benefits, Insurance, Sales, Strategy, Management, Hiring, Human Resources, Business Development, Networking, Life Insurance, Interviews, Training, Budgets, Leadership, Small Business, Financial Services, Mutual Funds, Finance
Education
Miami University 1978 — 1980
Criminal Justice, 79
Tara Dunham Tara Dunham's John Hancock Experience 1994 - 1997
Job Psychotherapist at Family Counseling Associates of Andover
Industry Hospital & Health Care
Experience
Family Counseling Associates of Andover March 2014 - Present
Willows Associates January 2013 - March 2014
Melrose Wakefield Behavioral Health Center May 2009 - February 2013
John Hancock 1994 - 1997
John Hancock 1994 - 1997
Skills
Family Therapy, Treatment, Group Therapy, Mental Health, Psychotherapy
Education
Lesley University
Family Counseling Associates of Andover March 2014 - Present
Willows Associates January 2013 - March 2014
Melrose Wakefield Behavioral Health Center May 2009 - February 2013
John Hancock 1994 - 1997
John Hancock 1994 - 1997
Skills
Family Therapy, Treatment, Group Therapy, Mental Health, Psychotherapy
Education
Lesley University
Raymond Gettins Raymond Gettins's John Hancock Experience January 1991 - April 1995
Job Midwestern Regional Vice President, Absolute Capital
Industry Financial Services
Experience
Absolute Capital September 2015 - Present
Curian Capital October 2012 - August 2015
US Veteran Resources November 2009 - September 2012
Pacific Life May 2001 - October 2009
Conseco 1999 - 2000
John Hancock January 1991 - April 1995
Skills
Strategic Planning, Team Leadership, Financial Advisory, Marketing, Risk Management, Sales, Training, Asset Allocation, Strategic Financial..., Account Management, Securities, Investments, Investment Advisory, Employee Benefits, 401k, Negotiation, Marketing Strategy, Alternative Investments, Separately Managed..., Financial Planning
Education
Miami University 1986 — 1990
BA, Diplomacy & Foreign Affairs, History, Economics
Absolute Capital September 2015 - Present
Curian Capital October 2012 - August 2015
US Veteran Resources November 2009 - September 2012
Pacific Life May 2001 - October 2009
Conseco 1999 - 2000
John Hancock January 1991 - April 1995
Skills
Strategic Planning, Team Leadership, Financial Advisory, Marketing, Risk Management, Sales, Training, Asset Allocation, Strategic Financial..., Account Management, Securities, Investments, Investment Advisory, Employee Benefits, 401k, Negotiation, Marketing Strategy, Alternative Investments, Separately Managed..., Financial Planning
Education
Miami University 1986 — 1990
BA, Diplomacy & Foreign Affairs, History, Economics
Jason Sawicki Jason Sawicki's John Hancock Experience August 2000 - April 2002
Job Biofuels, RINs, LCFS OTC Broker
Industry Oil & Energy
Experience
Progressive Fuels Limited May 2007 - August 2015
Northwestern Mutual October 2002 - April 2007
John Hancock August 2000 - April 2002
Skills
Energy, Ethanol, Hedging, Biodiesel, Gasoline, Trading, Renewable Fuels, Investments, Commodity, Finance, Commodity Markets, Commodity Risk..., Hedge Funds, Biofuels, Fuel, Options, Energy Derivatives, Energy Markets, Soft Commodities, Proprietary Trading, Commodity Pricing, Grain, Trading Strategies, Refined Products, Downstream Oil & Gas, Arbitrage, Options Strategies, Swaps, Sugar, Biomass, Cleantech, Contract Negotiation
Education
Michigan State University 1997 — 2002
Orchard Lake St. Mary's 1992 — 1997
Progressive Fuels Limited May 2007 - August 2015
Northwestern Mutual October 2002 - April 2007
John Hancock August 2000 - April 2002
Skills
Energy, Ethanol, Hedging, Biodiesel, Gasoline, Trading, Renewable Fuels, Investments, Commodity, Finance, Commodity Markets, Commodity Risk..., Hedge Funds, Biofuels, Fuel, Options, Energy Derivatives, Energy Markets, Soft Commodities, Proprietary Trading, Commodity Pricing, Grain, Trading Strategies, Refined Products, Downstream Oil & Gas, Arbitrage, Options Strategies, Swaps, Sugar, Biomass, Cleantech, Contract Negotiation
Education
Michigan State University 1997 — 2002
Orchard Lake St. Mary's 1992 — 1997
Priya Barnes Priya Barnes's John Hancock Experience 1999 - 2000
Job Attorney at Att'y Barnes LLC
Industry Marketing and Advertising
Experience
Att'y Barnes LLC September 2013 - Present
Creatonomy November 2000 - August 2013
Marquette University 2000 - 2013
John Hancock 1999 - 2000
Fortis Long Term Care 1996 - 1999
Aurora Health Care 1996 - 1997
Montgomery Media 1992 - 1993
Education
Marquette University Law School 2008 — 2013
JD
Marquette University 1987 — 1989
MA
St. Xavier's College 1985 — 1987
BA
Att'y Barnes LLC September 2013 - Present
Creatonomy November 2000 - August 2013
Marquette University 2000 - 2013
John Hancock 1999 - 2000
Fortis Long Term Care 1996 - 1999
Aurora Health Care 1996 - 1997
Montgomery Media 1992 - 1993
Education
Marquette University Law School 2008 — 2013
JD
Marquette University 1987 — 1989
MA
St. Xavier's College 1985 — 1987
BA
Leigh Ann Steele Leigh Ann Steele's John Hancock Experience October 2006 - February 2008
Job Consultant/Community Investor
Industry Financial Services
Experience
Bee Market Insights July 2014 - Present
Aegis, LLC January 2011 - Present
Fidelity Investments March 2008 - June 2014
John Hancock October 2006 - February 2008
State Street Global Advisors June 2005 - August 2005
Canaccord June 1998 - August 2004
Skills
Market Research, Product Development, Product Management, Marketing Strategy, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Economics
Bee Market Insights July 2014 - Present
Aegis, LLC January 2011 - Present
Fidelity Investments March 2008 - June 2014
John Hancock October 2006 - February 2008
State Street Global Advisors June 2005 - August 2005
Canaccord June 1998 - August 2004
Skills
Market Research, Product Development, Product Management, Marketing Strategy, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Economics
David Landry's John Hancock Experience 1983 - 1984
Job Executive Director, Enterprise Billing Systems at Verizon
Industry Telecommunications
Experience
Verizon November 2010 - Present
Verizon Business January 2006 - November 2010
Verizon Communications November 2001 - January 2006
Bell Atlantic August 1997 - August 2000
NYNEX November 1984 - August 1997
John Hancock 1983 - 1984
United States Marine Corps 1979 - 1983
Skills
CRM, Business Process Design, Telecommunications, Leadership, Enterprise Software, Disaster Recovery, Managed Services, B2B, Telecommunications..., VoIP, Vendor Management, Program Management, Integration, Management, SDLC, Business Analysis, Requirements Analysis, Cloud Computing, Software Project..., IT Strategy, Project Management, Enterprise Architecture, Team Leadership
Education
Lesley University 1987 — 1988
MS, Applied Management
New Hampshire College 1979 — 1983
Bachelor of Science (BS), Management Information Systems
Verizon November 2010 - Present
Verizon Business January 2006 - November 2010
Verizon Communications November 2001 - January 2006
Bell Atlantic August 1997 - August 2000
NYNEX November 1984 - August 1997
John Hancock 1983 - 1984
United States Marine Corps 1979 - 1983
Skills
CRM, Business Process Design, Telecommunications, Leadership, Enterprise Software, Disaster Recovery, Managed Services, B2B, Telecommunications..., VoIP, Vendor Management, Program Management, Integration, Management, SDLC, Business Analysis, Requirements Analysis, Cloud Computing, Software Project..., IT Strategy, Project Management, Enterprise Architecture, Team Leadership
Education
Lesley University 1987 — 1988
MS, Applied Management
New Hampshire College 1979 — 1983
Bachelor of Science (BS), Management Information Systems
Jennifer Fleck's John Hancock Experience January 1993 - May 1998
Job Assistant Vice President and Actuary at Unum
Industry Insurance
Experience
Unum October 2012 - Present
The Hartford December 2011 - October 2012
Hartford Life April 2006 - December 2011
Aetna April 2003 - March 2006
Allianz Life May 1998 - April 2003
John Hancock January 1993 - May 1998
Skills
Financial Modeling, Pricing, Reinsurance, Disability Insurance, Life Insurance, Valuation, Actuarial Science, Fixed Annuities, Analytics, Risk Assessment, Mergers & Acquisitions, Leadership, Metrics, Product Development, Retirement Plans, Health Insurance, Meeting Planning, Variable Annuities, Insurance, Underwriting, Actuaries, Risk Management, Financial Risk
Education
Ithaca College 1989 — 1992
BA, Mathematics
Unum October 2012 - Present
The Hartford December 2011 - October 2012
Hartford Life April 2006 - December 2011
Aetna April 2003 - March 2006
Allianz Life May 1998 - April 2003
John Hancock January 1993 - May 1998
Skills
Financial Modeling, Pricing, Reinsurance, Disability Insurance, Life Insurance, Valuation, Actuarial Science, Fixed Annuities, Analytics, Risk Assessment, Mergers & Acquisitions, Leadership, Metrics, Product Development, Retirement Plans, Health Insurance, Meeting Planning, Variable Annuities, Insurance, Underwriting, Actuaries, Risk Management, Financial Risk
Education
Ithaca College 1989 — 1992
BA, Mathematics
Dan Cogar's John Hancock Experience June 2003 - November 2004
Job Sales Representative EPM Oracle Direct at Oracle
Industry Computer Software
Experience
Oracle June 2015 - Present
MassMutual Southern New England December 2008 - Present
Esquire Innovations, Inc., a BigHand company April 2014 - May 2015
Towerstream March 2008 - January 2009
LEX On Demand June 2005 - November 2007
Allstate Financial January 2005 - June 2005
John Hancock June 2003 - November 2004
Skills
Sales, Education, Permanent Life Insurance, Asset Managment, Retirement Planning, Long Term Care Insurance, Disability Insurance, Investments, Fixed Annuities, Insurance, Retirement, Selling, Financial Services, Leadership, Direct Sales, Asset Management, Strategic Financial..., Marketing, Finance, Estate Planning, Sales Management, Small Business, Analysis, 401k, Long-term Care, Life Insurance, Mutual Funds, Whole Life, Employee Benefits, Securities, Email Marketing, Series 63, Project Management, Strategy, Health Insurance, Customer Satisfaction, Financial Analysis, Financial Modeling, Credit, Underwriting, Portfolio Management, Term Life Insurance, Refinance, Customer Service
Education
James Madison University 1999 — 2003
BA, Political Science, Creative Writing
Somerset High School 1995 — 1999
Oracle June 2015 - Present
MassMutual Southern New England December 2008 - Present
Esquire Innovations, Inc., a BigHand company April 2014 - May 2015
Towerstream March 2008 - January 2009
LEX On Demand June 2005 - November 2007
Allstate Financial January 2005 - June 2005
John Hancock June 2003 - November 2004
Skills
Sales, Education, Permanent Life Insurance, Asset Managment, Retirement Planning, Long Term Care Insurance, Disability Insurance, Investments, Fixed Annuities, Insurance, Retirement, Selling, Financial Services, Leadership, Direct Sales, Asset Management, Strategic Financial..., Marketing, Finance, Estate Planning, Sales Management, Small Business, Analysis, 401k, Long-term Care, Life Insurance, Mutual Funds, Whole Life, Employee Benefits, Securities, Email Marketing, Series 63, Project Management, Strategy, Health Insurance, Customer Satisfaction, Financial Analysis, Financial Modeling, Credit, Underwriting, Portfolio Management, Term Life Insurance, Refinance, Customer Service
Education
James Madison University 1999 — 2003
BA, Political Science, Creative Writing
Somerset High School 1995 — 1999
Lisa Kellighan Lisa Kellighan's John Hancock Experience 1991 - 1992
Job Customer Service Manager at Redners Warehouse Market
Industry Medical Practice
Experience
Redners Warehouse Market October 2007 - Present
John Hancock 1991 - 1992
World Life and Health Insurance Co. 1983 - 1990
Skills
Vital Signs, Medical Billing, Injectable, Phlebotomy, Healthcare, EKG, Medical Terminology, Medicine, Medical Coding, Urinalysis, CPT, Healthcare Management
Education
Lansdale School of Business 2008 — 2012
Associate's degree, Medical/Clinical Assistant
Redners Warehouse Market October 2007 - Present
John Hancock 1991 - 1992
World Life and Health Insurance Co. 1983 - 1990
Skills
Vital Signs, Medical Billing, Injectable, Phlebotomy, Healthcare, EKG, Medical Terminology, Medicine, Medical Coding, Urinalysis, CPT, Healthcare Management
Education
Lansdale School of Business 2008 — 2012
Associate's degree, Medical/Clinical Assistant
Erich Butters Erich Butters's John Hancock Experience 1998 - 1999
Job
Industry Management Consulting
Experience
PwC June 2008 - Present
BusinessEdge Solutions July 2006 - May 2008
Independent Consulting Firm June 2004 - June 2006
American Management Systems (AMS) August 1999 - June 2004
John Hancock 1998 - 1999
Skills
Business Strategy, Business Process..., Business Transformation, Mergers, Due Diligence, Hedge Funds, Private Equity, Operating Models, Investment Management, Mergers & Acquisitions, Risk Management, Management Consulting, Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
BBA, Finance
PwC June 2008 - Present
BusinessEdge Solutions July 2006 - May 2008
Independent Consulting Firm June 2004 - June 2006
American Management Systems (AMS) August 1999 - June 2004
John Hancock 1998 - 1999
Skills
Business Strategy, Business Process..., Business Transformation, Mergers, Due Diligence, Hedge Funds, Private Equity, Operating Models, Investment Management, Mergers & Acquisitions, Risk Management, Management Consulting, Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
BBA, Finance
Brendan Morrison Brendan Morrison's John Hancock Experience 1987 - 1988
Job Program Director New England & New York Territory for Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Judd Ireland Judd Ireland's John Hancock Experience 2002 - 2003
Job Independent Staffing Consultant
Industry Human Resources
Experience
Veolia June 2015 - Present
Independent Consultant September 2012 - Present
Peterson Technologies November 2011 - June 2012
CPSI April 2010 - August 2011
USi October 2007 - April 2010
Signature Consultants March 2007 - October 2007
Strategic Staffing Solutions 2006 - 2006
Manpower Professional 2003 - 2005
John Hancock 2002 - 2003
Skills
Technical Recruiting, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Consulting, Staffing Services, Temporary Placement, Staff Augmentation, Screening, Recruiting, College Recruiting, Leadership
Education
McDaniel College 1998 — 2002
BS, Social Work
Western Maryland College 1998 — 2002
Severn School
Severna Park
Veolia June 2015 - Present
Independent Consultant September 2012 - Present
Peterson Technologies November 2011 - June 2012
CPSI April 2010 - August 2011
USi October 2007 - April 2010
Signature Consultants March 2007 - October 2007
Strategic Staffing Solutions 2006 - 2006
Manpower Professional 2003 - 2005
John Hancock 2002 - 2003
Skills
Technical Recruiting, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Consulting, Staffing Services, Temporary Placement, Staff Augmentation, Screening, Recruiting, College Recruiting, Leadership
Education
McDaniel College 1998 — 2002
BS, Social Work
Western Maryland College 1998 — 2002
Severn School
Severna Park
Raj Subramanian's John Hancock Experience March 1997 - March 1998
Job Manager, IT Infrastructure at Baystate Health
Industry Hospital & Health Care
Experience
Baystate Health June 2014 - Present
Wellington Management March 2012 - May 2014
Putnam Investments March 1998 - March 2012
John Hancock March 1997 - March 1998
NEBS April 1996 - March 1997
Fidelity Investments August 1995 - March 1996
Skills
Vendor Management, Business Analysis, Risk Management, Data Center, Project Management, Program Management, Financial Services, Oracle, Strategic Planning, Process Improvement, Management, Databases, IT Management, ITIL, Disaster Recovery, Enterprise Software, SQL, Enterprise Architecture, Software Project...
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Executive MBA, Management
Madurai Kamaraj University 1987 — 1991
Bachelor of Science (BS), Computer Science & Engineering
Baystate Health June 2014 - Present
Wellington Management March 2012 - May 2014
Putnam Investments March 1998 - March 2012
John Hancock March 1997 - March 1998
NEBS April 1996 - March 1997
Fidelity Investments August 1995 - March 1996
Skills
Vendor Management, Business Analysis, Risk Management, Data Center, Project Management, Program Management, Financial Services, Oracle, Strategic Planning, Process Improvement, Management, Databases, IT Management, ITIL, Disaster Recovery, Enterprise Software, SQL, Enterprise Architecture, Software Project...
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Executive MBA, Management
Madurai Kamaraj University 1987 — 1991
Bachelor of Science (BS), Computer Science & Engineering
Angela Calcagno Angela Calcagno's John Hancock Experience June 2008 - July 2009
Job Communications Manager John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2008 - Present
John Hancock June 2008 - July 2009
MassMutual September 2005 - June 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, Outlook, Lotus Notes, PowerPoint, Internal Communications, Customer Service, Social Media Marketing, Insurance, Relationship Management, Life Insurance, Financial Services, Management, Process Improvement, Mutual Funds, Project Management, Risk Management, Business Analysis, Retirement Planning, Leadership
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
MBA, Business Admin
The University of Connecticut 2001 — 2005
BA, Communications and Marketing
John Hancock Life Insurance Company (U.S.A.) July 2008 - Present
John Hancock June 2008 - July 2009
MassMutual September 2005 - June 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, Outlook, Lotus Notes, PowerPoint, Internal Communications, Customer Service, Social Media Marketing, Insurance, Relationship Management, Life Insurance, Financial Services, Management, Process Improvement, Mutual Funds, Project Management, Risk Management, Business Analysis, Retirement Planning, Leadership
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
MBA, Business Admin
The University of Connecticut 2001 — 2005
BA, Communications and Marketing
Nathan Penha Nathan Penha's John Hancock Experience April 2010 - September 2010
Job Business professional working in Ocala, FL
Industry Financial Services
Experience
Winchester Investment Securities September 2010 - March 2011
John Hancock April 2010 - September 2010
Bank Rhode Island 2009 - 2009
Skills
Management
Education
Johnson and Wales University 2007 — 2011
B.S., Finance
Winchester Investment Securities September 2010 - March 2011
John Hancock April 2010 - September 2010
Bank Rhode Island 2009 - 2009
Skills
Management
Education
Johnson and Wales University 2007 — 2011
B.S., Finance
Josh Tait Josh Tait's John Hancock Experience January 2001 - November 2007
Job Safe Patient Handling
Industry Medical Devices
Experience
EZ Way Inc. March 2015 - Present
Twin Oak, LLC February 2008 - Present
First Data Corporation November 2014 - March 2015
Jones Knowledge April 2010 - November 2014
MESA home owners association January 2009 - May 2014
Insurance Designers October 2009 - April 2010
Jackson National Life Distributors November 2007 - August 2009
John Hancock January 2001 - November 2007
Monsanto 1998 - 2000
Iowa State University 1998 - 2000
Skills
Retirement Planning, Fixed Annuities, Insurance, Financial Advisory, Life Insurance, Disability Insurance, Long-term Care, Investments, Mutual Funds, Financial Services, Retirement, Estate Planning, Customer Service, Marketing, Sales, Public Speaking, Finance, Business Development, Portfolio Management, Budgets, Recruiting, Training, Staff Development, Sales Operations, Business Planning, Financial Analysis
Education
University of Missouri-Kansas City 2006 — 2007
Certificate
Iowa State University 1996 — 2000
Bachelors of Science, Bachelors of Liberal Arts
EZ Way Inc. March 2015 - Present
Twin Oak, LLC February 2008 - Present
First Data Corporation November 2014 - March 2015
Jones Knowledge April 2010 - November 2014
MESA home owners association January 2009 - May 2014
Insurance Designers October 2009 - April 2010
Jackson National Life Distributors November 2007 - August 2009
John Hancock January 2001 - November 2007
Monsanto 1998 - 2000
Iowa State University 1998 - 2000
Skills
Retirement Planning, Fixed Annuities, Insurance, Financial Advisory, Life Insurance, Disability Insurance, Long-term Care, Investments, Mutual Funds, Financial Services, Retirement, Estate Planning, Customer Service, Marketing, Sales, Public Speaking, Finance, Business Development, Portfolio Management, Budgets, Recruiting, Training, Staff Development, Sales Operations, Business Planning, Financial Analysis
Education
University of Missouri-Kansas City 2006 — 2007
Certificate
Iowa State University 1996 — 2000
Bachelors of Science, Bachelors of Liberal Arts
Ryan van Weezel AIF®,CRPC ®'s John Hancock Experience February 2008 - October 2013
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Cheri Giglia Cheri Giglia's John Hancock Experience January 1998 - December 1999
Job Managing Director at Supporting Strategies | North Shore Long Island
Industry Accounting
Experience
CME Group August 2011 - April 2013
Fizzback Group Ltd April 2010 - March 2011
FXMarketSpace October 2006 - January 2010
TradingPartners June 2005 - October 2006
Gullivers Travel Associates March 2004 - March 2005
Nuance Communications (Previously Scansoft; SpeechWorks) September 2001 - December 2003
Nuance Communications (Previously Scansoft; SpeechWorks) January 2000 - August 2001
John Hancock January 1998 - December 1999
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1993 - December 1997
Skills
Financial Reporting, Start-ups, Risk Management, Venture Capital, Qualified Chartered..., CPA, Management, Financial Audits, Accounting, Managerial Finance, Financial Modeling, Finance, IFRS, Auditing, Financial Services, Executive Management, Internal Controls, Leadership, Due Diligence, Internal Audit
Education
University of Hartford 1991 — 1993
MBA, International Business
Marist College 1987 — 1991
Bachelor of Science, Accounting
CME Group August 2011 - April 2013
Fizzback Group Ltd April 2010 - March 2011
FXMarketSpace October 2006 - January 2010
TradingPartners June 2005 - October 2006
Gullivers Travel Associates March 2004 - March 2005
Nuance Communications (Previously Scansoft; SpeechWorks) September 2001 - December 2003
Nuance Communications (Previously Scansoft; SpeechWorks) January 2000 - August 2001
John Hancock January 1998 - December 1999
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1993 - December 1997
Skills
Financial Reporting, Start-ups, Risk Management, Venture Capital, Qualified Chartered..., CPA, Management, Financial Audits, Accounting, Managerial Finance, Financial Modeling, Finance, IFRS, Auditing, Financial Services, Executive Management, Internal Controls, Leadership, Due Diligence, Internal Audit
Education
University of Hartford 1991 — 1993
MBA, International Business
Marist College 1987 — 1991
Bachelor of Science, Accounting
Kate Ushakova's John Hancock Experience July 2008 - Present
Job Manager, UX, Interactive Design
Industry Design
Experience
John Hancock July 2008 - Present
Skills
Web Design, Graphic Design, Typography, User Interface Design, User Experience, Interaction Design, Graphics, Advertising, Art Direction, Web Development, Adobe Creative Suite, Social Media, Information Architecture, Layout, Email Marketing, Creative Direction, Logo Design, CSS, Animation, Brochures, Corporate Identity, JavaScript, HTML, Mobile Application..., Creative Development, PowerPoint, User Experience Design, WordPress, Creative Strategy, User-centered Design, After Effects, SEO, Website Development, Concept Development, Web Analytics, Front-end, Web Project Management, Integrated Marketing, Online Marketing, Online Advertising, Experience Design, Digital Strategy, Rapid Prototyping, Axure RP, OmniGraffle, Sketch, Digital Marketing
Education
Boston University Metropolitan College 2013 — 2017
Master of Science (MS), Advertising
Massachusetts College of Art 2000 — 2004
Bachelor of Fine Arts, Graphic Design
Art Institute of Boston 2000 — 2000
John Hancock July 2008 - Present
Skills
Web Design, Graphic Design, Typography, User Interface Design, User Experience, Interaction Design, Graphics, Advertising, Art Direction, Web Development, Adobe Creative Suite, Social Media, Information Architecture, Layout, Email Marketing, Creative Direction, Logo Design, CSS, Animation, Brochures, Corporate Identity, JavaScript, HTML, Mobile Application..., Creative Development, PowerPoint, User Experience Design, WordPress, Creative Strategy, User-centered Design, After Effects, SEO, Website Development, Concept Development, Web Analytics, Front-end, Web Project Management, Integrated Marketing, Online Marketing, Online Advertising, Experience Design, Digital Strategy, Rapid Prototyping, Axure RP, OmniGraffle, Sketch, Digital Marketing
Education
Boston University Metropolitan College 2013 — 2017
Master of Science (MS), Advertising
Massachusetts College of Art 2000 — 2004
Bachelor of Fine Arts, Graphic Design
Art Institute of Boston 2000 — 2000
Chip Saltz Chip Saltz's John Hancock Experience July 2000 - September 2010
Job First Vice President, Southwest Region at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Jorie Cassato Jorie Cassato's John Hancock Experience May 2007 - August 2007
Job Fine Wine Sales Representative at Vinifera Imports, Ltd.
Industry Marketing and Advertising
Experience
Vinifera Imports, Ltd. September 2015 - Present
Apicius International School of Hospitality August 2014 - April 2015
Exact Data September 2012 - May 2014
Groupon July 2011 - September 2012
ConsumerBase June 2010 - August 2010
Acquirent June 2009 - August 2009
John Hancock May 2007 - August 2007
Skills
Excel, Salesforce.com, PowerPoint, Cold Calling, Customer Relations, Customer Service, Microsoft Excel, Human Resources, Management, Sales Management, Direct Mail, Digital Marketing, Direct Marketing, Mass Email Marketing, Email Marketing, Lead Generation
Education
Miami University 2007 — 2011
2011Bachelor of Science, Business; Management
Vinifera Imports, Ltd. September 2015 - Present
Apicius International School of Hospitality August 2014 - April 2015
Exact Data September 2012 - May 2014
Groupon July 2011 - September 2012
ConsumerBase June 2010 - August 2010
Acquirent June 2009 - August 2009
John Hancock May 2007 - August 2007
Skills
Excel, Salesforce.com, PowerPoint, Cold Calling, Customer Relations, Customer Service, Microsoft Excel, Human Resources, Management, Sales Management, Direct Mail, Digital Marketing, Direct Marketing, Mass Email Marketing, Email Marketing, Lead Generation
Education
Miami University 2007 — 2011
2011Bachelor of Science, Business; Management
Lynn Shepherd, CFP® Lynn Shepherd, CFP®'s John Hancock Experience 1995 - 1995
Job Asset Protection & Retirement Income Strategies for Business Owners, Retirees, Caregivers & the Suddenly Single
Industry Financial Services
Experience
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
Retirement Center for Life Planning, LLC January 2005 - Present
Ohio Treasurer’s Smart Money Choices 2011 2011 - December 2012
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
Ohio Treasurer 2004 - 2009
FirstMerit Bank 1995 - 2001
FirstMerit Trust Department 1995 - 2001
John Hancock 1995 - 1995
Skills
Retirement Income..., Social Security..., Financial Planning for..., Asset Protection, Legacy Planning, IRA/401k Rollovers, Roth IRA Conversion..., Long Term Care..., Women and Money...
Education
University of Akron
Paralegal
Metropolitan State College of Denver
Personal Financial Planning
Valencia Community College 1970 — 1971
Leadership Stark County 18th Class
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
Retirement Center for Life Planning, LLC January 2005 - Present
Ohio Treasurer’s Smart Money Choices 2011 2011 - December 2012
SWAN360-Retirement Center for Life Planning, LLC January 2005 - Present
Ohio Treasurer 2004 - 2009
FirstMerit Bank 1995 - 2001
FirstMerit Trust Department 1995 - 2001
John Hancock 1995 - 1995
Skills
Retirement Income..., Social Security..., Financial Planning for..., Asset Protection, Legacy Planning, IRA/401k Rollovers, Roth IRA Conversion..., Long Term Care..., Women and Money...
Education
University of Akron
Paralegal
Metropolitan State College of Denver
Personal Financial Planning
Valencia Community College 1970 — 1971
Leadership Stark County 18th Class
Jennifer Bierly's John Hancock Experience Regional Sales RepresentativeDWS InvestmentsMay 2000 - May 2005
Job Regional Account Manager at John Hancock
Industry Financial Services
Experience
John Hancock Regional Sales RepresentativeDWS InvestmentsMay 2000 - May 2005
Reliance Insurance March 1997 - May 2000
Skills
Series 63, Series 6, Series 7, 401k
Education
Indiana University Bloomington 1992 — 1996
John Hancock Regional Sales RepresentativeDWS InvestmentsMay 2000 - May 2005
Reliance Insurance March 1997 - May 2000
Skills
Series 63, Series 6, Series 7, 401k
Education
Indiana University Bloomington 1992 — 1996
William J. Larkin, Jr. William J. Larkin, Jr.'s John Hancock Experience December 1993 - December 2000
Job VP of Marketing at Alpha Innovation, Inc
Industry Industrial Automation
Experience
Alpha Innovation, Inc December 2014 - Present
Cabot Wealth Management December 2000 - December 2014
John Hancock December 1993 - December 2000
Putnam Investments September 1992 - December 1993
State Street December 1989 - September 1992
Skills
Portfolio Management, Equity Research, Asset Managment, Equities, Investment Management, Investment Research, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Financial Analysis, Trading
Education
University of Bradford
MBA, Business
Suffolk University 1998 — 2000
MS Economics
Merrimack College 1984 — 1988
BS, Business
Alpha Innovation, Inc December 2014 - Present
Cabot Wealth Management December 2000 - December 2014
John Hancock December 1993 - December 2000
Putnam Investments September 1992 - December 1993
State Street December 1989 - September 1992
Skills
Portfolio Management, Equity Research, Asset Managment, Equities, Investment Management, Investment Research, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Financial Analysis, Trading
Education
University of Bradford
MBA, Business
Suffolk University 1998 — 2000
MS Economics
Merrimack College 1984 — 1988
BS, Business
Daniel J. Nance, CFP Daniel J. Nance, CFP's John Hancock Experience 1996 - 2003
Job Financial Advisor at Cedar Mountain Advisors
Industry Investment Management
Experience
Cedar Mountain Advisors, LLC March 2008 - Present
New England Financial June 2003 - March 2008
John Hancock 1996 - 2003
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Retirement, Portfolio Management, Asset Managment
Education
Linfield College 1992 — 1996
BA, Business
Cedar Mountain Advisors, LLC March 2008 - Present
New England Financial June 2003 - March 2008
John Hancock 1996 - 2003
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Retirement, Portfolio Management, Asset Managment
Education
Linfield College 1992 — 1996
BA, Business
Bob Heske's John Hancock Experience 1986 - 1992
Job Marketing Director at Broadridge Financial Solutions, Inc.
Industry Marketing and Advertising
Experience
Blessid LLC July 2012 - Present
Broadridge Financial Solutions, Inc. October 2006 - Present
Heywell Film Scripts October 2005 - January 2012
Fidelity Investments 2000 - 2006
Funds Distributor 1999 - 2000
John Hancock 1986 - 1992
Skills
Email Marketing, Flash Animation, RFP, Copywriting, Marketing Communications, Film, Web Content, Screenwriting, Writing, Digital Media, Corporate Branding, Adobe Creative Suite, Publishing, Press Releases, Short Films, Photoshop, Account Management, SEO, Product Marketing, Advertising, Graphic Design, Social Networking, Magazines, Social Media, Graphics, Animation, Salesforce.com, Event Management, Blogging, Corporate Communications, Creative Writing, Marketing Strategy, CRM, Marketing, Editing, Newsletters, Video Production, Online Marketing, Creative Direction, Social Media Marketing, Digital Marketing, Video Editing, Integrated Marketing, Direct Marketing, Content Management, Facebook, WordPress, Brand Development, Video
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Telecommunications
Blessid LLC July 2012 - Present
Broadridge Financial Solutions, Inc. October 2006 - Present
Heywell Film Scripts October 2005 - January 2012
Fidelity Investments 2000 - 2006
Funds Distributor 1999 - 2000
John Hancock 1986 - 1992
Skills
Email Marketing, Flash Animation, RFP, Copywriting, Marketing Communications, Film, Web Content, Screenwriting, Writing, Digital Media, Corporate Branding, Adobe Creative Suite, Publishing, Press Releases, Short Films, Photoshop, Account Management, SEO, Product Marketing, Advertising, Graphic Design, Social Networking, Magazines, Social Media, Graphics, Animation, Salesforce.com, Event Management, Blogging, Corporate Communications, Creative Writing, Marketing Strategy, CRM, Marketing, Editing, Newsletters, Video Production, Online Marketing, Creative Direction, Social Media Marketing, Digital Marketing, Video Editing, Integrated Marketing, Direct Marketing, Content Management, Facebook, WordPress, Brand Development, Video
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Telecommunications
Elizabeth Duncan's John Hancock Experience August 2004 - January 2012
Job Business Development & Marketing Coordinator
Industry Defense & Space
Experience
Burtek Enterprises Inc. September 2015 - Present
ICONMA May 2014 - September 2015
BAE Industries October 2013 - May 2014
BAE Industries March 2013 - October 2013
Tower Defense and Aerospace January 2008 - March 2013
John Hancock August 2004 - January 2012
Phoenix Life Insurance May 2001 - August 2004
VPSI 1999 - 2002
Kelly Services 1996 - 1998
Skills
Management, Human Resources, Access, Microsoft Excel, Customer Service, Recruiting, Process Improvement, Data Entry, Interviews, Proposal Writing, Outlook, Software Documentation, Time Management, Employee Benefits, Negotiation, Microsoft Word, Onboarding, Process Scheduler, New Business Development, Friendly Personality, Determination, Teamwork, PowerPoint, Highly Dedicated, Team Building, Organizational..., Accounts Payable, Internet Recruiting, Employee Engagement, Administrative..., Reports, Software, Multi Tasking, Communication Skills, Written Correspondence, FMLA, Quick Study, Problem Solving, Google Chrome, Employee Loyalty, Requirements Gathering, Requirements Analysis, Employer Branding, Brand Development, Positivity, Career Opportunities, Compliance, HR Policies, HIPAA, Employment Verifications
Education
Highland Springs High School 1994 — 1995
High School Diploma, College Prep
Macomb Community College
Business Administration; Business Management and Business Administration; Human Resource Management
Burtek Enterprises Inc. September 2015 - Present
ICONMA May 2014 - September 2015
BAE Industries October 2013 - May 2014
BAE Industries March 2013 - October 2013
Tower Defense and Aerospace January 2008 - March 2013
John Hancock August 2004 - January 2012
Phoenix Life Insurance May 2001 - August 2004
VPSI 1999 - 2002
Kelly Services 1996 - 1998
Skills
Management, Human Resources, Access, Microsoft Excel, Customer Service, Recruiting, Process Improvement, Data Entry, Interviews, Proposal Writing, Outlook, Software Documentation, Time Management, Employee Benefits, Negotiation, Microsoft Word, Onboarding, Process Scheduler, New Business Development, Friendly Personality, Determination, Teamwork, PowerPoint, Highly Dedicated, Team Building, Organizational..., Accounts Payable, Internet Recruiting, Employee Engagement, Administrative..., Reports, Software, Multi Tasking, Communication Skills, Written Correspondence, FMLA, Quick Study, Problem Solving, Google Chrome, Employee Loyalty, Requirements Gathering, Requirements Analysis, Employer Branding, Brand Development, Positivity, Career Opportunities, Compliance, HR Policies, HIPAA, Employment Verifications
Education
Highland Springs High School 1994 — 1995
High School Diploma, College Prep
Macomb Community College
Business Administration; Business Management and Business Administration; Human Resource Management
Ashley Danielson Ashley Danielson's John Hancock Experience November 2005 - December 2006
Job Finance Manager at CVS Caremark Corporation
Industry Retail
Experience
CVS Caremark Corporation November 2013 - Present
CVS Caremark Corporation January 2013 - Present
CVS/Caremark June 2008 - Present
CVS December 2006 - June 2008
John Hancock November 2005 - December 2006
Matson Driscoll & Damico August 2003 - November 2005
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Forecasting, Forensic Accounting, Accounting, Financial Analysis, General Ledger, Due Diligence, Microsoft Excel, Account Reconciliation, Access, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Real Estate, GAAP, Litigation Support, Sarbanes-Oxley, PeopleSoft, Budgets, Financial Accounting, Cash Management, Financial Modeling
Education
Johnson & Wales University 2008 — 2010
Associate Degree, Baking and Pastry
University of Rhode Island - College of Business Administration 2002 — 2003
Masters, Accounting
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Accounting
CVS Caremark Corporation November 2013 - Present
CVS Caremark Corporation January 2013 - Present
CVS/Caremark June 2008 - Present
CVS December 2006 - June 2008
John Hancock November 2005 - December 2006
Matson Driscoll & Damico August 2003 - November 2005
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Forecasting, Forensic Accounting, Accounting, Financial Analysis, General Ledger, Due Diligence, Microsoft Excel, Account Reconciliation, Access, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Real Estate, GAAP, Litigation Support, Sarbanes-Oxley, PeopleSoft, Budgets, Financial Accounting, Cash Management, Financial Modeling
Education
Johnson & Wales University 2008 — 2010
Associate Degree, Baking and Pastry
University of Rhode Island - College of Business Administration 2002 — 2003
Masters, Accounting
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Accounting
Paul McKenna, CFP® Paul McKenna, CFP®'s John Hancock Experience 2005 - 2005
Job Vice President, RIA, Family Office & Bank Trust Regional Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2011 - Present
Putnam Investments October 2010 - November 2011
Putnam Investments November 2008 - September 2010
Putnam Investments March 2007 - November 2008
Punam Investments March 2006 - March 2007
John Hancock 2005 - 2005
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Business Development, Fund Of Funds, Fixed Income, Closed-end Funds, Series 63, Series 6, Securities, Series 65, Retirement Planning, 401k, Financial Services, FINRA, Financial Advisory, Series 7, Licensing, 529 Plans, Series 24, Uniform Combined State..., Public Speaking, Hedge Funds
Education
Saint Anselm College 2001 — 2005
Business, Business/Commerce, General
Portsmouth Abbey 1997 — 2001
Merrimack College
Certificate of Financial Planning
Legg Mason December 2011 - Present
Putnam Investments October 2010 - November 2011
Putnam Investments November 2008 - September 2010
Putnam Investments March 2007 - November 2008
Punam Investments March 2006 - March 2007
John Hancock 2005 - 2005
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Business Development, Fund Of Funds, Fixed Income, Closed-end Funds, Series 63, Series 6, Securities, Series 65, Retirement Planning, 401k, Financial Services, FINRA, Financial Advisory, Series 7, Licensing, 529 Plans, Series 24, Uniform Combined State..., Public Speaking, Hedge Funds
Education
Saint Anselm College 2001 — 2005
Business, Business/Commerce, General
Portsmouth Abbey 1997 — 2001
Merrimack College
Certificate of Financial Planning
Carol Wadsworth Carol Wadsworth's John Hancock Experience 1999 - 2011
Job Principal at Wadsworth Coaching & Consulting
Industry Human Resources
Experience
Wadsworth Coaching & Consulting September 2014 - Present
Dana-Farber Cancer Institute July 2012 - July 2014
John Hancock 1999 - 2011
Chiron Diagnostics 1996 - 1999
Scudder, Stevens & Clark 1987 - 1996
Skills
Leadership Development, Strategic Planning, Coaching, Business Process..., Organizational..., Executive Coaching, Assessment, E-learning, Large Group Facilitation, Talent Development, Talent Management, Mergers & Acquisitions, Training, Change Management, Strategy, Employee Training, Management, Employee Engagement, Human Resources, Performance Management, Leadership, Organizational..., Consulting
Education
College of Executive Coaching
Lesley University
MS, Training & Development
Skidmore College
BS, Business
Wadsworth Coaching & Consulting September 2014 - Present
Dana-Farber Cancer Institute July 2012 - July 2014
John Hancock 1999 - 2011
Chiron Diagnostics 1996 - 1999
Scudder, Stevens & Clark 1987 - 1996
Skills
Leadership Development, Strategic Planning, Coaching, Business Process..., Organizational..., Executive Coaching, Assessment, E-learning, Large Group Facilitation, Talent Development, Talent Management, Mergers & Acquisitions, Training, Change Management, Strategy, Employee Training, Management, Employee Engagement, Human Resources, Performance Management, Leadership, Organizational..., Consulting
Education
College of Executive Coaching
Lesley University
MS, Training & Development
Skidmore College
BS, Business
David Zippin, CIMA®, CRPC® David Zippin, CIMA®, CRPC®'s John Hancock Experience February 2007 - April 2015
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
John Hancock February 2007 - April 2015
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Separately Managed..., Uniform Combined State..., Retirement, Investments, Wealth Management, Series 65, 401k, Financial Advisory, Finacial Management, Financial Services, Alternative Investments
Education
Lehigh University 1998 — 2002
Batchelors of Science, Business
Concord Carlisle High School
University of Pennsylvania - The Wharton School
Goldman Sachs April 2015 - Present
John Hancock February 2007 - April 2015
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Separately Managed..., Uniform Combined State..., Retirement, Investments, Wealth Management, Series 65, 401k, Financial Advisory, Finacial Management, Financial Services, Alternative Investments
Education
Lehigh University 1998 — 2002
Batchelors of Science, Business
Concord Carlisle High School
University of Pennsylvania - The Wharton School
Alina Collins - Franklin's John Hancock Experience June 2003 - June 2007
Job Underwriter at Univita Health
Industry Insurance
Experience
Univita Health November 2010 - April 2013
John Hancock Financial Services 2007 - September 2010
John Hancock June 2003 - June 2007
Skills
Long-term Care
Education
Springfield College 1997 — 2001
M.Ed, Clinical Mental Health Counseling
Merrimack College 1995 — 1997
Psychology/Biology
Univita Health November 2010 - April 2013
John Hancock Financial Services 2007 - September 2010
John Hancock June 2003 - June 2007
Skills
Long-term Care
Education
Springfield College 1997 — 2001
M.Ed, Clinical Mental Health Counseling
Merrimack College 1995 — 1997
Psychology/Biology
Kelly Lambert, CPM Kelly Lambert, CPM's John Hancock Experience January 1988 - October 1994
Job Sr. Project Manager at City of Lakeland
Industry Information Technology and Services
Experience
Altus Via Group LLC January 2010 - Present
City of Lakeland November 2005 - Present
Marriott Vacation Club International February 2009 - January 2010
Starwood Vacation Ownership June 2007 - November 2008
Starwood Hotels & Resorts May 2004 - November 2005
Budget Rent-A-Car May 2002 - May 2004
Intermedia Communications, Inc. October 1997 - September 2001
Environmental Air Monitoring Systems January 1995 - January 1996
John Hancock January 1988 - October 1994
Greater Miami Chamber of Commerce December 1985 - December 1987
Skills
Project Management, Business Analysis, Process Improvement, Project Planning, Team Leadership, Vendor Management, Program Management, Strategic Planning, Team Building, Visio, Budgets, Management, Change Management, Requirements Analysis, Business Process, Leadership, Business Intelligence, Training, MS Project, Operations Management
Education
Florida State University 2012 — 2014
CPM Certification
Iowa State University 1981 — 1984
Bachelors, Journalism & Mass Communications
Altus Via Group LLC January 2010 - Present
City of Lakeland November 2005 - Present
Marriott Vacation Club International February 2009 - January 2010
Starwood Vacation Ownership June 2007 - November 2008
Starwood Hotels & Resorts May 2004 - November 2005
Budget Rent-A-Car May 2002 - May 2004
Intermedia Communications, Inc. October 1997 - September 2001
Environmental Air Monitoring Systems January 1995 - January 1996
John Hancock January 1988 - October 1994
Greater Miami Chamber of Commerce December 1985 - December 1987
Skills
Project Management, Business Analysis, Process Improvement, Project Planning, Team Leadership, Vendor Management, Program Management, Strategic Planning, Team Building, Visio, Budgets, Management, Change Management, Requirements Analysis, Business Process, Leadership, Business Intelligence, Training, MS Project, Operations Management
Education
Florida State University 2012 — 2014
CPM Certification
Iowa State University 1981 — 1984
Bachelors, Journalism & Mass Communications
Connie Carpenter Connie Carpenter's John Hancock Experience September 1993 - June 1994
Job Sr. Manager Quality Assurance at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company January 2015 - Present
CBIZ June 2014 - January 2015
Tegrit Group April 2011 - May 2014
Summit Retirement Plan Services, Inc. December 2009 - March 2011
Charles Schwab May 2006 - September 2009
Charles Schwab February 2000 - May 2006
Charles Schwab May 1998 - February 2000
Sterling Jewelers June 1994 - May 1998
John Hancock September 1993 - June 1994
Bank One August 1991 - September 1993
Skills
Project Management, Quality Assurance, Compliance, Sales, Training, Business Process..., Business Intelligence, Investments, Management, Call Centers, Retirement Planning, Project Planning, Leadership, Customer Satisfaction, Financial Services, Customer Service, Finance, Mutual Funds, Retirement, Policy, Time Management, Business Analysis, Employee Benefits
Education
Keller School of Management of DeVry University 2009 — 2011
Masters, Accounting and Financial Management
Kent State University 1989 — 1993
BA, English, History
Equity Trust Company January 2015 - Present
CBIZ June 2014 - January 2015
Tegrit Group April 2011 - May 2014
Summit Retirement Plan Services, Inc. December 2009 - March 2011
Charles Schwab May 2006 - September 2009
Charles Schwab February 2000 - May 2006
Charles Schwab May 1998 - February 2000
Sterling Jewelers June 1994 - May 1998
John Hancock September 1993 - June 1994
Bank One August 1991 - September 1993
Skills
Project Management, Quality Assurance, Compliance, Sales, Training, Business Process..., Business Intelligence, Investments, Management, Call Centers, Retirement Planning, Project Planning, Leadership, Customer Satisfaction, Financial Services, Customer Service, Finance, Mutual Funds, Retirement, Policy, Time Management, Business Analysis, Employee Benefits
Education
Keller School of Management of DeVry University 2009 — 2011
Masters, Accounting and Financial Management
Kent State University 1989 — 1993
BA, English, History
Michael Baxter's John Hancock Experience September 2006 - January 2009
Job Director of Development, Creative Colors International
Industry Program Development
Experience
Creative Colors International April 2015 - Present
East Race Muscle LLC March 2015 - Present
Notre Dame Federal Credit Union September 2014 - February 2015
PNC December 2013 - September 2014
PNC 2011 - September 2014
PNC January 2009 - November 2011
John Hancock September 2006 - January 2009
Teachers Credit Union June 2003 - September 2006
Skills
Customer Service, Banking, Wealth Management, Non-profits, Investments, Loans, Fitness, Management, Finance, Marketing, Profit Optimization, Community Outreach, Business Planning, Credit, Leadership, Strategic Planning, Risk Management, Financial Services, Team Building, Microsoft Excel, Training, Coaching, Financial Risk, Leadership Development, Forecasting, Budgets, Sales, Nonprofits, Sales Management, Strategic Financial..., Consumer Lending, Small Business, Relationship Management, Small Business Lending, Retirement Planning, Portfolio Management, Business Development, Commercial Lending, Mutual Funds, Analysis, New Business Development, Cash Management, Commercial Banking, Business Strategy, Retail Banking, Negotiation, Team Leadership, Operations Management, Loan Origination, Credit Analysis
Education
American Council on Exercise
Fitness Nutrition
American Council on Exercise
Certified Personal Trainer
Indiana University Bloomington
Secondary Education and Teaching
Indiana University South Bend
Creative Colors International April 2015 - Present
East Race Muscle LLC March 2015 - Present
Notre Dame Federal Credit Union September 2014 - February 2015
PNC December 2013 - September 2014
PNC 2011 - September 2014
PNC January 2009 - November 2011
John Hancock September 2006 - January 2009
Teachers Credit Union June 2003 - September 2006
Skills
Customer Service, Banking, Wealth Management, Non-profits, Investments, Loans, Fitness, Management, Finance, Marketing, Profit Optimization, Community Outreach, Business Planning, Credit, Leadership, Strategic Planning, Risk Management, Financial Services, Team Building, Microsoft Excel, Training, Coaching, Financial Risk, Leadership Development, Forecasting, Budgets, Sales, Nonprofits, Sales Management, Strategic Financial..., Consumer Lending, Small Business, Relationship Management, Small Business Lending, Retirement Planning, Portfolio Management, Business Development, Commercial Lending, Mutual Funds, Analysis, New Business Development, Cash Management, Commercial Banking, Business Strategy, Retail Banking, Negotiation, Team Leadership, Operations Management, Loan Origination, Credit Analysis
Education
American Council on Exercise
Fitness Nutrition
American Council on Exercise
Certified Personal Trainer
Indiana University Bloomington
Secondary Education and Teaching
Indiana University South Bend
Brian Wycinowski Brian Wycinowski's John Hancock Experience July 2010 - May 2011
Job Brand Advocacy & Customer Acquisition Specialist at Trustpilot
Industry Medical Devices
Experience
Trustpilot November 2014 - Present
Stryker Orthopaedics May 2011 - October 2014
John Hancock July 2010 - May 2011
Skills
Account Management, Cold Calling, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Sales Operations, Sales Process, Series 7, Financial Analysis
Education
Lafayette College 2006 — 2010
BA, Economics
Lafayette College
Trustpilot November 2014 - Present
Stryker Orthopaedics May 2011 - October 2014
John Hancock July 2010 - May 2011
Skills
Account Management, Cold Calling, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Sales Operations, Sales Process, Series 7, Financial Analysis
Education
Lafayette College 2006 — 2010
BA, Economics
Lafayette College
Jameel Arif Jameel Arif's John Hancock Experience January 1990 - June 2000
Job Registered Representative at Cetera Advisors Network
Industry Financial Services
Experience
New Millennium Financial Services LLC July 2000 - Present
Cetera Advisor Networks LLC June 2000 - Present
John Hancock January 1990 - June 2000
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Securities, Term Life Insurance, IRAs, Employee Benefits, Health Savings Accounts, Long Term Care Insurance, Roth IRA, Wealth Accumulation, College Savings Plans, Universal Life, Variable Annuities, 401k Rollovers, Estate Planning, Mutual Funds, Whole Life, Indexed Annuities, SEP IRA, Long Term Care, Annuities, IRA's, Variable Life, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Guaranteed Lifetime..., Equity Indexed Annuities, Asset Allocation, Fixed Annuities, Long-term Care
Education
University of Karachi
New Millennium Financial Services LLC July 2000 - Present
Cetera Advisor Networks LLC June 2000 - Present
John Hancock January 1990 - June 2000
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Securities, Term Life Insurance, IRAs, Employee Benefits, Health Savings Accounts, Long Term Care Insurance, Roth IRA, Wealth Accumulation, College Savings Plans, Universal Life, Variable Annuities, 401k Rollovers, Estate Planning, Mutual Funds, Whole Life, Indexed Annuities, SEP IRA, Long Term Care, Annuities, IRA's, Variable Life, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Guaranteed Lifetime..., Equity Indexed Annuities, Asset Allocation, Fixed Annuities, Long-term Care
Education
University of Karachi
Racheal Wason's John Hancock Experience May 2005 - March 2006
Job Associate, Global Banking and Markets
Industry Investment Management
Experience
Scotiabank Global Banking and Markets September 2010 - Present
JIng Yin Temple 2013 - 2015
JIng Yin Temple 2013 - 2015
Ontario Teachers' Pension Plan April 2008 - September 2010
OPSEU Pension Trust April 2006 - March 2008
John Hancock May 2005 - March 2006
Skills
Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Investments, Equities, Derivatives, Banking, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Financial Analysis, Investment Banking, Portfolio Management
Education
Ivey Business School at Western University
Executive MBA
Western University 2000 — 2005
BMOS, Major in Accounting & Finance
Scotiabank Global Banking and Markets September 2010 - Present
JIng Yin Temple 2013 - 2015
JIng Yin Temple 2013 - 2015
Ontario Teachers' Pension Plan April 2008 - September 2010
OPSEU Pension Trust April 2006 - March 2008
John Hancock May 2005 - March 2006
Skills
Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Investments, Equities, Derivatives, Banking, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Financial Analysis, Investment Banking, Portfolio Management
Education
Ivey Business School at Western University
Executive MBA
Western University 2000 — 2005
BMOS, Major in Accounting & Finance
Jim Quinlan, C.R.P.C.'s John Hancock Experience 2003 - 2006
Job Chartered Retirement Planning Councilor at With Integrity Wealth Management
Industry Investment Management
Experience
With Integrity Wealth Management January 2014 - Present
Rockland Trust Financial Services February 2010 - December 2013
TD Bank USA September 2007 - February 2010
Bridgewater Credit Union 2006 - 2007
John Hancock 2003 - 2006
John Hancock 2001 - 2003
Skills
Investment Advisory, Financial Planning, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Long Term Care, Retirement Income..., Retirement Planning, Annuities, Investment Strategies, Bonds, Municipal Bonds, 401k Rollovers, IRA's, Financial Management, Portfolio Management, Portfolio Strategy, Asset Management, Asset Protection, Strategic Financial..., Retirement, IRAs, Fixed Annuities, Series 6, Managerial Finance, Asset Managment, Long-term Care, Financial Services, Series 7, Asset Allocation, Insurance, Investments, Securities, Small Business, Life Insurance, Finance, Wealth Management, Series 63, Pensions, Wealth Management..., Financial Planners, FINRA, Disability Insurance, 401k, ETFs, Financial Advisory, Estate Planning, Series 65, Alternative Investments
Education
Lesley University 2000 — 2002
Masters of Science, Managment
Massachusetts College of Liberal Arts 1996 — 2000
B.A., Psychology
With Integrity Wealth Management January 2014 - Present
Rockland Trust Financial Services February 2010 - December 2013
TD Bank USA September 2007 - February 2010
Bridgewater Credit Union 2006 - 2007
John Hancock 2003 - 2006
John Hancock 2001 - 2003
Skills
Investment Advisory, Financial Planning, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Long Term Care, Retirement Income..., Retirement Planning, Annuities, Investment Strategies, Bonds, Municipal Bonds, 401k Rollovers, IRA's, Financial Management, Portfolio Management, Portfolio Strategy, Asset Management, Asset Protection, Strategic Financial..., Retirement, IRAs, Fixed Annuities, Series 6, Managerial Finance, Asset Managment, Long-term Care, Financial Services, Series 7, Asset Allocation, Insurance, Investments, Securities, Small Business, Life Insurance, Finance, Wealth Management, Series 63, Pensions, Wealth Management..., Financial Planners, FINRA, Disability Insurance, 401k, ETFs, Financial Advisory, Estate Planning, Series 65, Alternative Investments
Education
Lesley University 2000 — 2002
Masters of Science, Managment
Massachusetts College of Liberal Arts 1996 — 2000
B.A., Psychology
Paul Tanso's John Hancock Experience 2004 - 2005
Job Customer Success Manager at Oracle
Industry Information Technology and Services
Experience
Oracle Corporation December 2014 - Present
Oracle Corporation February 2011 - November 2014
Oracle Corporation June 2008 - January 2011
Brown Brothers Harriman October 2007 - May 2008
Grace-Hunt, LLC November 2006 - October 2007
Teradyne/HCL America June 2005 - November 2006
John Hancock 2004 - 2005
Putnam Investments 2003 - 2004
Genzyme 2001 - 2002
surebridge 1999 - 2001
Skills
Software Documentation, Scrum, Project Delivery, Project Management, SaaS, Business Intelligence, Siebel, CRM, Product Management, Pre-sales, PMP, Business Analysis, Outsourcing, Management, Cloud Computing, Software Project..., Enterprise Software, Integration, Strategy
Education
Lesley University 1997 — 1999
Bachelor of Science in Management
Malden
Oracle Corporation December 2014 - Present
Oracle Corporation February 2011 - November 2014
Oracle Corporation June 2008 - January 2011
Brown Brothers Harriman October 2007 - May 2008
Grace-Hunt, LLC November 2006 - October 2007
Teradyne/HCL America June 2005 - November 2006
John Hancock 2004 - 2005
Putnam Investments 2003 - 2004
Genzyme 2001 - 2002
surebridge 1999 - 2001
Skills
Software Documentation, Scrum, Project Delivery, Project Management, SaaS, Business Intelligence, Siebel, CRM, Product Management, Pre-sales, PMP, Business Analysis, Outsourcing, Management, Cloud Computing, Software Project..., Enterprise Software, Integration, Strategy
Education
Lesley University 1997 — 1999
Bachelor of Science in Management
Malden
Jeffrey Hawkins Jeffrey Hawkins's John Hancock Experience August 2007 - April 2010
Job Project & Program Management Executive | Leader in the Development & Delivery of Technological Solutions
Industry Financial Services
Experience
Manulife Financial January 2014 - Present
Manulife Financial April 2010 - December 2013
John Hancock August 2007 - April 2010
John Hancock August 2005 - August 2007
Manulife Financial, US Group Pensions November 2001 - July 2005
GE Capital September 1998 - November 2001
GE Capital May 1994 - September 1998
Skills
Strategy, Project Portfolio..., Program Management, Process Improvement, Cross-functional Team..., PMO, Change Management, Project Management, Vendor Management, Strategic Thinking, Business Analysis, Product Management, Business Process..., Project Planning, Web Project Management, Governance, Business Process, Product Development, Financial Analysis, Six Sigma, Executive Management, PMP, IT Strategy, Team Leadership, SDLC, Business Relationship..., Design for Six Sigma, Business Case, Competitive Analysis, Financial Reporting, Benchmarking, Strategy Development, Microsoft Project, SharePoint, Lotus Connections, User Interface Design, Web Development, Process Mapping, Change Leadership, Business Transformation, Customer Experience, Project Execution, IT Management, Management Consulting, Outsourcing, Business Management, Process Engineering, Web Analytics, Management, Leadership
Education
The University of Western Ontario - Ivey School of Business 1990 — 1994
Honours, Business Administration, Finance & Marketing
Manulife Financial January 2014 - Present
Manulife Financial April 2010 - December 2013
John Hancock August 2007 - April 2010
John Hancock August 2005 - August 2007
Manulife Financial, US Group Pensions November 2001 - July 2005
GE Capital September 1998 - November 2001
GE Capital May 1994 - September 1998
Skills
Strategy, Project Portfolio..., Program Management, Process Improvement, Cross-functional Team..., PMO, Change Management, Project Management, Vendor Management, Strategic Thinking, Business Analysis, Product Management, Business Process..., Project Planning, Web Project Management, Governance, Business Process, Product Development, Financial Analysis, Six Sigma, Executive Management, PMP, IT Strategy, Team Leadership, SDLC, Business Relationship..., Design for Six Sigma, Business Case, Competitive Analysis, Financial Reporting, Benchmarking, Strategy Development, Microsoft Project, SharePoint, Lotus Connections, User Interface Design, Web Development, Process Mapping, Change Leadership, Business Transformation, Customer Experience, Project Execution, IT Management, Management Consulting, Outsourcing, Business Management, Process Engineering, Web Analytics, Management, Leadership
Education
The University of Western Ontario - Ivey School of Business 1990 — 1994
Honours, Business Administration, Finance & Marketing
F Michael Cassidy F Michael Cassidy's John Hancock Experience April 1966 - April 1984
Job Owner, Cassidy Tax Preparation
Industry Financial Services
Experience
Cassidy Tax Preparation Tax PreparerH & R BlockDecember 2005 - April 2007
Sentry Insurance April 1984 - April 2002
John Hancock April 1966 - April 1984
Skills
Tax Preparation, RTRP Registered Tax...
Education
Merrimack College 1957 — 1961
BS, Marketing
St John's Preparatory School 1953 — 1957
Cassidy Tax Preparation Tax PreparerH & R BlockDecember 2005 - April 2007
Sentry Insurance April 1984 - April 2002
John Hancock April 1966 - April 1984
Skills
Tax Preparation, RTRP Registered Tax...
Education
Merrimack College 1957 — 1961
BS, Marketing
St John's Preparatory School 1953 — 1957
Jessica Lisowski Jessica Lisowski's John Hancock Experience May 2007 - January 2008
Job Account Manager at Solid Cactus
Industry Internet
Experience
Solid Cactus Web.com, Inc. January 2008 - Present
John Hancock May 2007 - January 2008
Bank of America April 2006 - May 2007
Education
King's College 2005 — 2007
Pennsylvania State University-Main Campus 2003 — 2005
Solid Cactus Web.com, Inc. January 2008 - Present
John Hancock May 2007 - January 2008
Bank of America April 2006 - May 2007
Education
King's College 2005 — 2007
Pennsylvania State University-Main Campus 2003 — 2005
Kelley Zepf's John Hancock Experience July 2011 - Present
Job Sr. Manager at John Hancock
Industry Financial Services
Experience
John Hancock July 2011 - Present
Education
Massachusetts College of Liberal Arts
John Hancock July 2011 - Present
Education
Massachusetts College of Liberal Arts
Dennis Healy's John Hancock Experience 2002 - 2011
Job Chief Sales Officer ARAG Legal Insurance
Industry Insurance
Experience
John Hancock 2002 - 2011
John Hancock 1998 - 2002
John Hancock 1996 - 1998
John Hancock 1995 - 1996
Skills
Insurance, Employee Benefits, Account Management, Leadership, Management, Public Speaking, Business Development, Strategy, Customer Service, Sales, Marketing, Long-term Care, Product Management, Budgets, Sales Management, Training, Salesforce.com, Risk Management, CRM, Process Improvement, Long Term Care Insurance
Education
Keene State College 1983 — 1987
Bachelor of Science, B.S., Management
GHS
John Hancock 2002 - 2011
John Hancock 1998 - 2002
John Hancock 1996 - 1998
John Hancock 1995 - 1996
Skills
Insurance, Employee Benefits, Account Management, Leadership, Management, Public Speaking, Business Development, Strategy, Customer Service, Sales, Marketing, Long-term Care, Product Management, Budgets, Sales Management, Training, Salesforce.com, Risk Management, CRM, Process Improvement, Long Term Care Insurance
Education
Keene State College 1983 — 1987
Bachelor of Science, B.S., Management
GHS
Cameron McIntosh Cameron McIntosh's John Hancock Experience March 2012 - July 2014
Job MultiLine Claim Administrator at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2015 - Present
Royal Bank of Scotland January 2015 - June 2015
Mercer July 2014 - November 2014
John Hancock March 2012 - July 2014
Sun Life Financial August 2009 - January 2012
Computershare November 2007 - May 2009
First Marblehead April 2005 - September 2007
The Gillette Company January 2004 - December 2004
Skills
Insurance, Insurance Regulation, Insurance Law, Medicare, Medicare Advantage, Disability Insurance, Insurance Claims, General Insurance, Auto Insurunce, Homeowners Insurance, Life Insurance, Accounts Receivable, Analysis, Customer Service, Customer Relations, Call Centers, Accounting, Employee Benefits, Accounts Payable, Policy, Time Management, Outlook, Financial Analysis, Training, Microsoft Excel, Payroll, Lotus Notes, Auditing, Management, Budgets, Process Improvement, Administration, Data Analysis, Bookkeeping, Microsoft Office, Spreadsheets, PowerPoint, Invoicing, Leadership, Research, Team Building, Office Management, Microsoft Word, Financial Reporting, Musicians, Music, Live Sound, Stage Management, Musicianship, Bass Guitar
Education
Massachusetts Bay Community College
Accounting
Sun Life Financial July 2015 - Present
Royal Bank of Scotland January 2015 - June 2015
Mercer July 2014 - November 2014
John Hancock March 2012 - July 2014
Sun Life Financial August 2009 - January 2012
Computershare November 2007 - May 2009
First Marblehead April 2005 - September 2007
The Gillette Company January 2004 - December 2004
Skills
Insurance, Insurance Regulation, Insurance Law, Medicare, Medicare Advantage, Disability Insurance, Insurance Claims, General Insurance, Auto Insurunce, Homeowners Insurance, Life Insurance, Accounts Receivable, Analysis, Customer Service, Customer Relations, Call Centers, Accounting, Employee Benefits, Accounts Payable, Policy, Time Management, Outlook, Financial Analysis, Training, Microsoft Excel, Payroll, Lotus Notes, Auditing, Management, Budgets, Process Improvement, Administration, Data Analysis, Bookkeeping, Microsoft Office, Spreadsheets, PowerPoint, Invoicing, Leadership, Research, Team Building, Office Management, Microsoft Word, Financial Reporting, Musicians, Music, Live Sound, Stage Management, Musicianship, Bass Guitar
Education
Massachusetts Bay Community College
Accounting
Eric Sheehan, J.D.'s John Hancock Experience September 2001 - March 2006
Job Interim Bureau Director, Bureau of Health Care Safety and Quality at Massachusetts Department of Public Health
Industry Government Administration
Experience
Massachusetts Department of Public Health July 2015 - Present
UMass Boston January 2013 - Present
Massachusetts Department of Public Health January 2015 - July 2015
Department of Veterans Affairs, Veterans Health Administration August 2013 - January 2015
Department of Veterans Affairs, Veterans Benefits Administration September 2011 - August 2013
Fidelity Investments January 2007 - September 2011
Ascend Technologies, Inc. March 2006 - January 2007
John Hancock September 2001 - March 2006
United States Marine Corps 1998 - 2001
Skills
Risk Management, Business Analysis, Insurance, Analysis, Process Improvement, Investments, Management, Fiscal Policy, Government Procurement, Administrative Law, Privacy Law, Government..., Government Contracting, Access, Financial Analysis, Financial Services, Leadership, Nonprofits, Policy, Program Management, Project Management, Public Speaking
Education
Massachusetts School of Law 2006 — 2010
Juris Doctor
University of Massachusetts Lowell 2001 — 2005
Bachelor of Science
Six Sigma
Green Belt
Massachusetts Department of Public Health July 2015 - Present
UMass Boston January 2013 - Present
Massachusetts Department of Public Health January 2015 - July 2015
Department of Veterans Affairs, Veterans Health Administration August 2013 - January 2015
Department of Veterans Affairs, Veterans Benefits Administration September 2011 - August 2013
Fidelity Investments January 2007 - September 2011
Ascend Technologies, Inc. March 2006 - January 2007
John Hancock September 2001 - March 2006
United States Marine Corps 1998 - 2001
Skills
Risk Management, Business Analysis, Insurance, Analysis, Process Improvement, Investments, Management, Fiscal Policy, Government Procurement, Administrative Law, Privacy Law, Government..., Government Contracting, Access, Financial Analysis, Financial Services, Leadership, Nonprofits, Policy, Program Management, Project Management, Public Speaking
Education
Massachusetts School of Law 2006 — 2010
Juris Doctor
University of Massachusetts Lowell 2001 — 2005
Bachelor of Science
Six Sigma
Green Belt
Gladymar Parziale Gladymar Parziale's John Hancock Experience 1995 - 2004
Job Senior Advisor, Supplier Development and Diversity at Harvard University
Industry Program Development
Experience
Harvard University April 2015 - Present
The Commonwealth of Massachusetts Operational Services Division August 2011 - April 2015
Commonwealth of Massachusetts August 2007 - April 2015
Liberty Mutual Group March 2004 - March 2007
John Hancock Financial Services January 1995 - January 2004
John Hancock 1995 - 2004
Skills
Operations Management, Supplier Diversity, Process Improvement, SOX, Strategic Planning, Compliance, Policy, Program Management, Business Strategy, Strategic Sourcing, Procurement, Management, Training, Business Development, Leadership, Project Management, Sarbanes-Oxley Act, Team Building, Community Outreach
Education
Lesley University 1999 — 2001
Master of Science, Management
Universidad del Sagrado Corazón 1984 — 1989
B.A. Communication, Advertising
San Antonio Abad
Harvard University April 2015 - Present
The Commonwealth of Massachusetts Operational Services Division August 2011 - April 2015
Commonwealth of Massachusetts August 2007 - April 2015
Liberty Mutual Group March 2004 - March 2007
John Hancock Financial Services January 1995 - January 2004
John Hancock 1995 - 2004
Skills
Operations Management, Supplier Diversity, Process Improvement, SOX, Strategic Planning, Compliance, Policy, Program Management, Business Strategy, Strategic Sourcing, Procurement, Management, Training, Business Development, Leadership, Project Management, Sarbanes-Oxley Act, Team Building, Community Outreach
Education
Lesley University 1999 — 2001
Master of Science, Management
Universidad del Sagrado Corazón 1984 — 1989
B.A. Communication, Advertising
San Antonio Abad
Lloyd Bloom's John Hancock Experience 1983 - 1985
Job
Industry Capital Markets
Experience
Vectra Capital August 2015 - Present
Eclipse Market Solutions 2010 - Present
Mitsui & Co Commodity Risk Management, Ltd. 2003 - June 2013
El Paso Energy 1998 - 2002
Sonat 1998 - 1999
Commodity Floor Trader 1988 - 1998
MetLife 1986 - 1988
John Hancock 1983 - 1985
Bradlees Department Store 1982 - 1983
Skills
Commodity, Options, Derivatives, Commodity Markets, Hedging, Trading, Energy, Natural Gas, Proprietary Trading, Swaps, Trading Systems, Energy Markets, Commodity Risk..., Risk Management, Arbitrage, Traders, Market Making, Electronic Trading, Financial Markets, Volatility, Valuation, Equity Derivatives, Market Risk, Trading Strategies, Structured Products, Quantitative Finance, FX Options, Portfolio Management, Financial Modeling, Capital Markets, Currency, Technical Analysis, Equity Trading, Alternative Investments, Hedge Funds, Fixed Income, Structured Finance, VBA, Emerging Markets, FX trading, Power Trading, Market Data, Portfolio Optimization, Financial Structuring, Quantitative Analytics, Equities, Interest Rate..., Options Strategies, Bloomberg, Credit Derivatives
Education
Society of Actuaries 1983 — 1986
ASA, Mathematical Statistics and Probability
Massachusetts Institute of Technology 1978 — 1982
BS, Chemical Engineering, Economics
Vectra Capital August 2015 - Present
Eclipse Market Solutions 2010 - Present
Mitsui & Co Commodity Risk Management, Ltd. 2003 - June 2013
El Paso Energy 1998 - 2002
Sonat 1998 - 1999
Commodity Floor Trader 1988 - 1998
MetLife 1986 - 1988
John Hancock 1983 - 1985
Bradlees Department Store 1982 - 1983
Skills
Commodity, Options, Derivatives, Commodity Markets, Hedging, Trading, Energy, Natural Gas, Proprietary Trading, Swaps, Trading Systems, Energy Markets, Commodity Risk..., Risk Management, Arbitrage, Traders, Market Making, Electronic Trading, Financial Markets, Volatility, Valuation, Equity Derivatives, Market Risk, Trading Strategies, Structured Products, Quantitative Finance, FX Options, Portfolio Management, Financial Modeling, Capital Markets, Currency, Technical Analysis, Equity Trading, Alternative Investments, Hedge Funds, Fixed Income, Structured Finance, VBA, Emerging Markets, FX trading, Power Trading, Market Data, Portfolio Optimization, Financial Structuring, Quantitative Analytics, Equities, Interest Rate..., Options Strategies, Bloomberg, Credit Derivatives
Education
Society of Actuaries 1983 — 1986
ASA, Mathematical Statistics and Probability
Massachusetts Institute of Technology 1978 — 1982
BS, Chemical Engineering, Economics
Bob Coakley's John Hancock Experience 2000 - 2002
Job Nordco Inc.
Industry Mechanical or Industrial Engineering
Experience
Nordco, Inc. March 2008 - Present
ThermoSpas, Inc. January 2004 - March 2008
Allmerica Financial 2002 - 2003
John Hancock 2000 - 2002
Avana Communications 1999 - 2000
Premiere Communications 1996 - 2000
Valujet 1994 - 1996
Skills
Sales Management, P&L Management, Leadership, Contract Management, Operations Management, Microsoft Office, Lean Manufacturing, Project Management, Management, Team Building, Strategy, Product Development, Manufacturing, Inspection, Budgets, Contract Negotiation, Contact Centers, Strategic Planning, Sales, Negotiation, Process Improvement, Business Strategy, Engineering, Direct Sales
Education
Massachusetts Maritime Academy 1988 — 1992
Bachelor of Science
Nordco, Inc. March 2008 - Present
ThermoSpas, Inc. January 2004 - March 2008
Allmerica Financial 2002 - 2003
John Hancock 2000 - 2002
Avana Communications 1999 - 2000
Premiere Communications 1996 - 2000
Valujet 1994 - 1996
Skills
Sales Management, P&L Management, Leadership, Contract Management, Operations Management, Microsoft Office, Lean Manufacturing, Project Management, Management, Team Building, Strategy, Product Development, Manufacturing, Inspection, Budgets, Contract Negotiation, Contact Centers, Strategic Planning, Sales, Negotiation, Process Improvement, Business Strategy, Engineering, Direct Sales
Education
Massachusetts Maritime Academy 1988 — 1992
Bachelor of Science
David LaMorte's John Hancock Experience November 2005 - August 2006
Job Artist and Educator
Industry Education Management
Experience
NewMediator.org January 2011 - Present
Roselle Borough Public Schools February 2009 - Present
Artist May 2001 - Present
Teaching for the Future Podcast April 2006 - January 2011
Elysian Charter School October 2008 - February 2009
Livingston Board of Education March 2008 - February 2009
West Essex YMCA January 2008 - August 2008
Museum of Early Trades and Crafts January 2008 - August 2008
John Hancock November 2005 - August 2006
Remington International 2005 - 2005
Skills
Teaching, Art Education, Visual Arts, Supervisory Skills, Writing, Drawing, Fine Art, Sculpture, Art, Blogging, Classroom, Educational Technology, Painting, Public Speaking, Social Networking
Education
Lesley University 2006 — 2008
MEd, Art Education
Rutgers University-New Brunswick 2001 — 2005
BFA, Visual Arts
NewMediator.org January 2011 - Present
Roselle Borough Public Schools February 2009 - Present
Artist May 2001 - Present
Teaching for the Future Podcast April 2006 - January 2011
Elysian Charter School October 2008 - February 2009
Livingston Board of Education March 2008 - February 2009
West Essex YMCA January 2008 - August 2008
Museum of Early Trades and Crafts January 2008 - August 2008
John Hancock November 2005 - August 2006
Remington International 2005 - 2005
Skills
Teaching, Art Education, Visual Arts, Supervisory Skills, Writing, Drawing, Fine Art, Sculpture, Art, Blogging, Classroom, Educational Technology, Painting, Public Speaking, Social Networking
Education
Lesley University 2006 — 2008
MEd, Art Education
Rutgers University-New Brunswick 2001 — 2005
BFA, Visual Arts
Arthur Narvaez's John Hancock Experience 1998 - 1999
Job
Industry Information Technology and Services
Experience
Omgeo July 2013 - Present
Fidelity Investments January 2011 - February 2012
Fidelity Investments July 2007 - January 2011
Fidelity Investments January 2005 - July 2007
Manulife Financial 2004 - 2004
Fidelity Investments 2001 - 2004
Sybase 2000 - 2001
Private Healthcare Systems 1998 - 1999
John Hancock 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Databases, Web Services, Java, Requirements Gathering, Systems Analysis, Requirements Analysis, SQL, SDLC, Oracle, Management, Data Warehousing, Agile Methodologies, Business Analysis, Software Project..., JavaScript, PL/SQL, ETL, Microsoft SQL Server, Solution Architecture, Analysis, Sybase, Linux, Database Design, Business Intelligence, Integration, Visio, SharePoint, Unix, Software Development, Perl, Project Management
Education
Massachusetts Institute of Technology 1988 — 1992
Omgeo July 2013 - Present
Fidelity Investments January 2011 - February 2012
Fidelity Investments July 2007 - January 2011
Fidelity Investments January 2005 - July 2007
Manulife Financial 2004 - 2004
Fidelity Investments 2001 - 2004
Sybase 2000 - 2001
Private Healthcare Systems 1998 - 1999
John Hancock 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Databases, Web Services, Java, Requirements Gathering, Systems Analysis, Requirements Analysis, SQL, SDLC, Oracle, Management, Data Warehousing, Agile Methodologies, Business Analysis, Software Project..., JavaScript, PL/SQL, ETL, Microsoft SQL Server, Solution Architecture, Analysis, Sybase, Linux, Database Design, Business Intelligence, Integration, Visio, SharePoint, Unix, Software Development, Perl, Project Management
Education
Massachusetts Institute of Technology 1988 — 1992
Doug Furlong CPA CTP's John Hancock Experience November 2007 - Present
Job Accounting Manager at John Hancock
Industry Insurance
Experience
John Hancock November 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
The MathWorks March 2007 - November 2007
Aviva Life Insurance Company January 2002 - March 2007
PricewaterhouseCoopers LLP January 1999 - December 2001
Keyport Life Insurance Company January 1994 - December 1998
Education
Isenberg School of Management, UMass Amherst 1989 — 1993
John Hancock November 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
The MathWorks March 2007 - November 2007
Aviva Life Insurance Company January 2002 - March 2007
PricewaterhouseCoopers LLP January 1999 - December 2001
Keyport Life Insurance Company January 1994 - December 1998
Education
Isenberg School of Management, UMass Amherst 1989 — 1993
Richard F. LaRocque's John Hancock Experience March 1996 - May 2001
Job Vice President, Compliance and Associate General Counsel at Ullico Inc.
Industry Financial Services
Experience
Ullico Inc. January 2015 - Present
Ullico Investment Advisors, Ullico Investment Company July 2011 - Present
Ullico Inc. September 2008 - Present
Sun Life Financial December 2003 - August 2008
Sun Life Financial May 2001 - December 2003
John Hancock March 1996 - May 2001
Education
New England Law Boston 2003 — 2007
Juris Doctorate
Massachusetts College of Liberal Arts 1987 — 1991
BS
Ullico Inc. January 2015 - Present
Ullico Investment Advisors, Ullico Investment Company July 2011 - Present
Ullico Inc. September 2008 - Present
Sun Life Financial December 2003 - August 2008
Sun Life Financial May 2001 - December 2003
John Hancock March 1996 - May 2001
Education
New England Law Boston 2003 — 2007
Juris Doctorate
Massachusetts College of Liberal Arts 1987 — 1991
BS
Brendan O'Neill's John Hancock Experience 1992 - 1996
Job Corporate Manager at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare May 1997 - Present
John Hancock 1992 - 1996
Brodart 1989 - 1992
Agfa June 1991 - September 1991
Skills
Disaster Recovery, Healthcare Information..., Process Improvement, Virtualization, Servers, Healthcare, Operating Systems, Troubleshooting, Data Center, VMware, HIPAA
Education
Northeastern University 1991 — 1993
Masters of Science, Computer Science
Juniata College 1987 — 1991
Bachelors of Science, Computer Science
Partners HealthCare May 1997 - Present
John Hancock 1992 - 1996
Brodart 1989 - 1992
Agfa June 1991 - September 1991
Skills
Disaster Recovery, Healthcare Information..., Process Improvement, Virtualization, Servers, Healthcare, Operating Systems, Troubleshooting, Data Center, VMware, HIPAA
Education
Northeastern University 1991 — 1993
Masters of Science, Computer Science
Juniata College 1987 — 1991
Bachelors of Science, Computer Science
Grace McEwen's John Hancock Experience September 2004 - Present
Job QA Analyst at John Hancock
Industry Computer Software
Experience
John Hancock September 2004 - Present
Education
Mansfield University of Pennsylvania 2005 — 2007
John Hancock September 2004 - Present
Education
Mansfield University of Pennsylvania 2005 — 2007
Joy Crump's John Hancock Experience 1994 - 1998
Job Placement Specialist at ShawHankins
Industry Insurance
Experience
ShawHankins, Inc. January 2014 - Present
West Cobb Church 2004 - Present
Willis May 2012 - January 2014
Willis June 2009 - May 2012
Fiscal Solutions, LLC December 2007 - June 2009
cigna June 2007 - December 2007
UniCare 1998 - 2007
John Hancock 1994 - 1998
Skills
Insurance, Employee Benefits, Health Insurance, Analysis, Project Management, Training, Management, Microsoft Office, Life Insurance, Customer Service
Education
Kennesaw State University
English
ShawHankins, Inc. January 2014 - Present
West Cobb Church 2004 - Present
Willis May 2012 - January 2014
Willis June 2009 - May 2012
Fiscal Solutions, LLC December 2007 - June 2009
cigna June 2007 - December 2007
UniCare 1998 - 2007
John Hancock 1994 - 1998
Skills
Insurance, Employee Benefits, Health Insurance, Analysis, Project Management, Training, Management, Microsoft Office, Life Insurance, Customer Service
Education
Kennesaw State University
English
Elizabeth Hartford's John Hancock Experience 2006 - Present
Job AVP, US Investments HR at John Hancock
Industry Financial Services
Experience
John Hancock 2006 - Present
Education
Keene State College
John Hancock 2006 - Present
Education
Keene State College
Dave Sheehy's John Hancock Experience 2005 - 2007
Job Product Owner at Linedata
Industry Financial Services
Experience
Linedata Services September 2008 - Present
Fidelity Investments April 2007 - June 2008
John Hancock 2005 - 2007
Investors bank & Trust January 1998 - November 2005
Skills
Business Analysis, MS Project, Product Management, Change Management, SDLC, Software Project..., Agile Methodologies, Fixed Income, Requirements Analysis, Business Requirements, Scrum, Equities, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Management
Linedata Services September 2008 - Present
Fidelity Investments April 2007 - June 2008
John Hancock 2005 - 2007
Investors bank & Trust January 1998 - November 2005
Skills
Business Analysis, MS Project, Product Management, Change Management, SDLC, Software Project..., Agile Methodologies, Fixed Income, Requirements Analysis, Business Requirements, Scrum, Equities, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Management
Robyn Belair's John Hancock Experience September 1999 - February 2003
Job Instructional Technologist and Interface Designer at Lesley University
Industry Higher Education
Experience
Lesley University November 2012 - Present
Lesley University October 2003 - October 2012
John Hancock September 1999 - February 2003
Skills
Web Design, CMS, Social Media, Information Architecture, Editing, Teaching, SEO, Graphic Design, Photoshop, Mac, Photography, iMovie, Content Development, Research, InDesign, Public Speaking, Web Content Management, Community Outreach, Newsletters, Event Planning, Instructional Technology, Instructional Design
Education
Lesley University 2013 — 2015
Advanced Professional Certificate in TESOL - Online Program, Education
Showa Institute 2005 — 2010
Coursework, Japanese language studies
Lesley University 2004 — 2008
Graduate coursework, Ethnography, Sociology, Visual Literacy, Media Literacy, Writing
The Art Institute of Boston 1991 — 1994
BFA Photo, Photography, Illustration
Keystone College 1989 — 1991
AFA and AA, Fine Arts and Liberal Arts (Journalism)
Lesley University November 2012 - Present
Lesley University October 2003 - October 2012
John Hancock September 1999 - February 2003
Skills
Web Design, CMS, Social Media, Information Architecture, Editing, Teaching, SEO, Graphic Design, Photoshop, Mac, Photography, iMovie, Content Development, Research, InDesign, Public Speaking, Web Content Management, Community Outreach, Newsletters, Event Planning, Instructional Technology, Instructional Design
Education
Lesley University 2013 — 2015
Advanced Professional Certificate in TESOL - Online Program, Education
Showa Institute 2005 — 2010
Coursework, Japanese language studies
Lesley University 2004 — 2008
Graduate coursework, Ethnography, Sociology, Visual Literacy, Media Literacy, Writing
The Art Institute of Boston 1991 — 1994
BFA Photo, Photography, Illustration
Keystone College 1989 — 1991
AFA and AA, Fine Arts and Liberal Arts (Journalism)
Abhijit Dande, CFA's John Hancock Experience September 2010 - July 2011
Job Sr. Director, Market Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
Lauren Heerlein's John Hancock Experience 2009 - Present
Job Branding I Design I Marketing
Industry Marketing and Advertising
Experience
John Hancock 2009 - Present
John Hancock 2008 - 2009
John Hancock 2006 - 2008
Self employed 2005 - 2008
GSN 2004 - 2006
Educatalyst 2001 - 2004
Skills
Digital Marketing, Social Media, Email Marketing, Integrated Marketing, New Media, Marketing Communications, Adobe Creative Suite, Graphic Design, Web Analytics, Web Design, Creative Direction, Online Marketing, Strategy, User Experience Design, Animation, Management, Web Marketing, Marketing, Team Leadership, Social Media Marketing, Leadership, Advertising, Analytics, Digital Media, Strategic Planning, Brand Management
Education
Massachusetts College of Art 2000 — 2004
BFA, Studio For Interrelated Media, Minor in Animation
John Hancock 2009 - Present
John Hancock 2008 - 2009
John Hancock 2006 - 2008
Self employed 2005 - 2008
GSN 2004 - 2006
Educatalyst 2001 - 2004
Skills
Digital Marketing, Social Media, Email Marketing, Integrated Marketing, New Media, Marketing Communications, Adobe Creative Suite, Graphic Design, Web Analytics, Web Design, Creative Direction, Online Marketing, Strategy, User Experience Design, Animation, Management, Web Marketing, Marketing, Team Leadership, Social Media Marketing, Leadership, Advertising, Analytics, Digital Media, Strategic Planning, Brand Management
Education
Massachusetts College of Art 2000 — 2004
BFA, Studio For Interrelated Media, Minor in Animation
Rabi Ghoshdastidar's John Hancock Experience 2001 - 2005
Job VP,CitiGroup
Industry Financial Services
Experience
CitiGroup February 2006 - Present
John Hancock 2001 - 2005
KK Ashisuto Japan 1992 - 1994
CMC 1987 - 1992
Skills
Business Analysis, Vendor Management, SOA, SDLC, IT Strategy, Enterprise Architecture, Data Warehousing, Software Project..., PMP
Education
Indian Institute of Technology, Delhi 1985 — 1987
Master of Technology (M.Tech.), Computer Science
Indian Statistical Institute
MStat, Staistics
CitiGroup February 2006 - Present
John Hancock 2001 - 2005
KK Ashisuto Japan 1992 - 1994
CMC 1987 - 1992
Skills
Business Analysis, Vendor Management, SOA, SDLC, IT Strategy, Enterprise Architecture, Data Warehousing, Software Project..., PMP
Education
Indian Institute of Technology, Delhi 1985 — 1987
Master of Technology (M.Tech.), Computer Science
Indian Statistical Institute
MStat, Staistics
Chris Raio's John Hancock Experience September 2007 - Present
Job Marketing Event Planner at John Hancock
Industry Financial Services
Experience
John Hancock September 2007 - Present
Education
Johnson & Wales University 1997 — 2000
John Hancock September 2007 - Present
Education
Johnson & Wales University 1997 — 2000
John Robertson CLU's John Hancock Experience April 2007 - Present
Job Regional Vice President at John Hancock
Industry Financial Services
Experience
John Hancock April 2007 - Present
Northwestern Mutual 2002 - 2007
Skills
Pensions, Profit Sharing, Defined Benefit, Retirement Planning, Series 6, Investments, Wealth Management, Securities, Insurance, FINRA, Financial Services, Sales, Employee Benefits, Qualified Retirement..., Series 7, Cash Balance, Series 63, ERISA, Wholesale Retirement..., Sales Presentations, Team Management
Education
Kansas State University 1997 — 2002
Bachelor of Science, Marketing and International Business
John Hancock April 2007 - Present
Northwestern Mutual 2002 - 2007
Skills
Pensions, Profit Sharing, Defined Benefit, Retirement Planning, Series 6, Investments, Wealth Management, Securities, Insurance, FINRA, Financial Services, Sales, Employee Benefits, Qualified Retirement..., Series 7, Cash Balance, Series 63, ERISA, Wholesale Retirement..., Sales Presentations, Team Management
Education
Kansas State University 1997 — 2002
Bachelor of Science, Marketing and International Business
Jeff Wicklund's John Hancock Experience January 2003 - September 2009
Job Divisional Vice President at SunAmerica
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Effie Lewis's John Hancock Experience October 2006 - Present
Job Application Security Architect at John Hancock
Industry Insurance
Experience
John Hancock October 2006 - Present
MFS Investment Management November 1996 - November 2005
Skills
SDLC, Risk Management, Vendor Management, IT Strategy, Process Improvement
Education
Pontifícia Universidade Católica do Rio de Janeiro 1974 — 1978
BSc, Mathematics
McMaster University
MSc, Statistics
John Hancock October 2006 - Present
MFS Investment Management November 1996 - November 2005
Skills
SDLC, Risk Management, Vendor Management, IT Strategy, Process Improvement
Education
Pontifícia Universidade Católica do Rio de Janeiro 1974 — 1978
BSc, Mathematics
McMaster University
MSc, Statistics
Daniel Snell's John Hancock Experience June 1999 - March 2000
Job Training, Just Cabinets Furniture & More
Industry Retail
Experience
Just Cabinets December 2008 - Present
Tweeter April 2000 - November 2008
John Hancock June 1999 - March 2000
Circuit City January 1997 - June 1999
Skills
Home Theater, Sales Operations, Sales, Sales Process, Sales Management, Merchandising, New Business Development, Retail, Consumer Electronics, Home Automation, Product Marketing, Profit, Inventory Management, Direct Sales, Income Statement, P&L Management, Trade Shows, P&L, Store Management
Education
Messiah College 1995 — 1999
Bachelor of Arts, Communications
Just Cabinets December 2008 - Present
Tweeter April 2000 - November 2008
John Hancock June 1999 - March 2000
Circuit City January 1997 - June 1999
Skills
Home Theater, Sales Operations, Sales, Sales Process, Sales Management, Merchandising, New Business Development, Retail, Consumer Electronics, Home Automation, Product Marketing, Profit, Inventory Management, Direct Sales, Income Statement, P&L Management, Trade Shows, P&L, Store Management
Education
Messiah College 1995 — 1999
Bachelor of Arts, Communications
Phil Gorgone's John Hancock Experience 1999 - 2005
Job Senior Investment Consultant at PSolve Asset Solutions
Industry Investment Management
Experience
P-Solve / River and Mercatile Group January 2006 - Present
John Hancock 1999 - 2005
Durkee Capital Advisors 1993 - 1999
Skills
Asset Allocation, Investment Strategies, Hedge Funds, Investments, Equities, Alternative Investments, Pensions, Asset Managment, Defined Benefit, Portfolio Management, Fixed Income, ALM, Mutual Funds, Retirement, Investment Management, Financial Modeling, Bloomberg, Investment Advisory, Derivatives
Education
Isenberg School of Management, UMass Amherst
BBA Finance, Finance
Suffolk University
MS Finance, Finance
P-Solve / River and Mercatile Group January 2006 - Present
John Hancock 1999 - 2005
Durkee Capital Advisors 1993 - 1999
Skills
Asset Allocation, Investment Strategies, Hedge Funds, Investments, Equities, Alternative Investments, Pensions, Asset Managment, Defined Benefit, Portfolio Management, Fixed Income, ALM, Mutual Funds, Retirement, Investment Management, Financial Modeling, Bloomberg, Investment Advisory, Derivatives
Education
Isenberg School of Management, UMass Amherst
BBA Finance, Finance
Suffolk University
MS Finance, Finance
Courtney Pugliese's John Hancock Experience Telecommunications Voice AnalystMFS Investment Management2000 - 2006
Job Telecom Engineer II at John Hancock
Industry Telecommunications
Experience
John Hancock Telecommunications Voice AnalystMFS Investment Management2000 - 2006
MFS Investment Mgmt 2000 - 2006
JCI Communications 1997 - 2000
Education
Massachusetts College of Liberal Arts 1995 — 1997
John Hancock Telecommunications Voice AnalystMFS Investment Management2000 - 2006
MFS Investment Mgmt 2000 - 2006
JCI Communications 1997 - 2000
Education
Massachusetts College of Liberal Arts 1995 — 1997
Courtney Hill's John Hancock Experience June 2004 - October 2010
Job Human Resources Professional
Industry Human Resources
Experience
PRO Unlimited June 2012 - Present
Professional Staffing Group November 2010 - May 2012
John Hancock June 2004 - October 2010
Teletech November 2003 - June 2004
Skills
Temporary Placement, Talent Acquisition, Recruiting, Sourcing, Cold Calling, Benefits Administration, Technical Recruiting, Employee Relations, Employee Benefits, Onboarding, Applicant Tracking..., Human Resources, Staffing Services, Interviews, Hiring, Temporary Staffing, Screening Resumes, Sales, New Hire Orientations, Internet Recruiting, Payroll, Management, College Recruiting, Resume Writing, Building Relationships, Benefits Negotiation, Employee Training, Contract Recruitment, Executive Search, Screening, Permanent Placement, HRIS, Talent Management, Taleo, Training, Corporate Recruiting, Interview Preparation
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, Organizational Behavior
Massachusetts College of Liberal Arts 1996 — 2000
BS, BADM
PRO Unlimited June 2012 - Present
Professional Staffing Group November 2010 - May 2012
John Hancock June 2004 - October 2010
Teletech November 2003 - June 2004
Skills
Temporary Placement, Talent Acquisition, Recruiting, Sourcing, Cold Calling, Benefits Administration, Technical Recruiting, Employee Relations, Employee Benefits, Onboarding, Applicant Tracking..., Human Resources, Staffing Services, Interviews, Hiring, Temporary Staffing, Screening Resumes, Sales, New Hire Orientations, Internet Recruiting, Payroll, Management, College Recruiting, Resume Writing, Building Relationships, Benefits Negotiation, Employee Training, Contract Recruitment, Executive Search, Screening, Permanent Placement, HRIS, Talent Management, Taleo, Training, Corporate Recruiting, Interview Preparation
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, Organizational Behavior
Massachusetts College of Liberal Arts 1996 — 2000
BS, BADM
Tere Camacho's John Hancock Experience October 1979 - July 2008
Job Agency Finance Director
Industry Insurance
Experience
Guardian Life Insurance Company of America September 2008 - Present
John Hancock October 1979 - July 2008
Skills
Long Term Care Insurance, Payroll, Microsoft Excel, Retirement, Mutual Funds, Financial Services, Series 6, 401k, Microsoft Office, Disability Insurance, Investments, Life Insurance, Insurance, Retirement Planning, Troubleshooting, Wealth Management, Customer Service, Fixed Annuities
Education
Miami Dade College 1979 — 1983
Our Lady of Lourdes Academy
Guardian Life Insurance Company of America September 2008 - Present
John Hancock October 1979 - July 2008
Skills
Long Term Care Insurance, Payroll, Microsoft Excel, Retirement, Mutual Funds, Financial Services, Series 6, 401k, Microsoft Office, Disability Insurance, Investments, Life Insurance, Insurance, Retirement Planning, Troubleshooting, Wealth Management, Customer Service, Fixed Annuities
Education
Miami Dade College 1979 — 1983
Our Lady of Lourdes Academy
Michael Brunelli, ChFC's John Hancock Experience January 2003 - March 2005
Job Raising capital in a specialized RollUp Strategy
Industry Venture Capital & Private Equity
Experience
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Rachel Murphy's John Hancock Experience May 2008 - April 2009
Job Experienced Marketing Professional Seeking Employment
Industry Marketing and Advertising
Experience
* April 2009 - Present
John Hancock May 2008 - April 2009
John Hancock October 2007 - April 2008
Eaton Vance March 2005 - September 2007
Putnam Investments June 2004 - February 2005
Putnam Investments May 2002 - June 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
* April 2009 - Present
John Hancock May 2008 - April 2009
John Hancock October 2007 - April 2008
Eaton Vance March 2005 - September 2007
Putnam Investments June 2004 - February 2005
Putnam Investments May 2002 - June 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Jaime Villarreal's John Hancock Experience January 2001 - December 2010
Job Technical Consultant at HewlettPackard
Industry Information Technology and Services
Experience
HP Software January 2011 - Present
John Hancock January 2001 - December 2010
Education
Massachusetts Institute of Technology 1991 — 1997
HP Software January 2011 - Present
John Hancock January 2001 - December 2010
Education
Massachusetts Institute of Technology 1991 — 1997
Debi Boggs's John Hancock Experience
Job Registered Representative at John Hancock
Industry Financial Services
Experience
John Hancock
Education
Miami University 1985 — 1989
B.S. Business
John Hancock
Education
Miami University 1985 — 1989
B.S. Business
Chad Leland's John Hancock Experience May 2006 - June 2008
Job Project Manager at Humacare Inc
Industry Insurance
Experience
Humacare Inc January 2013 - Present
4virtu, LLC February 2012 - November 2012
Strategic Employee Benefit Services May 2010 - February 2012
Assurant Health May 2008 - May 2010
John Hancock May 2006 - June 2008
Skills
Sales, Communication, Analysis, New Business Development, Cold Calling, Proposal Writing, Consulting, Marketing, Marketing Strategy, Team Building, Strategy, Insurance, Public Speaking, Coaching, Customer Service
Education
Miami University 2000 — 2005
Business, Marketing
Cincinnati Hills Christian Academy 1996 — 2000
Humacare Inc January 2013 - Present
4virtu, LLC February 2012 - November 2012
Strategic Employee Benefit Services May 2010 - February 2012
Assurant Health May 2008 - May 2010
John Hancock May 2006 - June 2008
Skills
Sales, Communication, Analysis, New Business Development, Cold Calling, Proposal Writing, Consulting, Marketing, Marketing Strategy, Team Building, Strategy, Insurance, Public Speaking, Coaching, Customer Service
Education
Miami University 2000 — 2005
Business, Marketing
Cincinnati Hills Christian Academy 1996 — 2000
Elijah Irving's John Hancock Experience November 2009 - August 2011
Job Graphic Designer at Converse
Industry Graphic Design
Experience
Converse March 2014 - Present
John Hancock Financial Services September 2012 - March 2014
John Hancock Financial Services August 2011 - September 2012
John Hancock November 2009 - August 2011
John Hancock Financial Services July 2009 - November 2010
John Hancock Financial Services January 2008 - June 2009
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Drawing, Painting, Graphic Design, Finance, Online Social Networking, Mac OS X, Fashion, Photography, Process Improvement, Customer Service
Education
Massachusetts College of Art and Design 2011 — 2014
Graphic Design
University of Vermont 2001 — 2005
Bachelor's Degree, Political Science/ Art
Converse March 2014 - Present
John Hancock Financial Services September 2012 - March 2014
John Hancock Financial Services August 2011 - September 2012
John Hancock November 2009 - August 2011
John Hancock Financial Services July 2009 - November 2010
John Hancock Financial Services January 2008 - June 2009
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Drawing, Painting, Graphic Design, Finance, Online Social Networking, Mac OS X, Fashion, Photography, Process Improvement, Customer Service
Education
Massachusetts College of Art and Design 2011 — 2014
Graphic Design
University of Vermont 2001 — 2005
Bachelor's Degree, Political Science/ Art
Amy Morrissette's John Hancock Experience 1997 - 2001
Job RN at Lahey Hospital & Medical Center
Industry Hospital & Health Care
Experience
Lahey Hospital & Medical Center October 2014 - Present
Northeastern University January 2013 - August 2014
ING US June 2005 - February 2013
Gaurdian Insurance and Annuities 2003 - 2005
GoldK 2001 - 2003
Guardian 2000 - 2003
John Hancock 1997 - 2001
Great-West Life and Annuity Insurance Company 1996 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Retirement Planning, Investments, Wealth Management, Financial Services, Relationship Management, Uniform Combined State..., Asset Management, Employee Benefits
Education
Northeastern University 2013 — 2014
BSRN, Nursing
Merrimack College 1992 — 1996
Bachelor of Science (BS), Accounting
Lahey Hospital & Medical Center October 2014 - Present
Northeastern University January 2013 - August 2014
ING US June 2005 - February 2013
Gaurdian Insurance and Annuities 2003 - 2005
GoldK 2001 - 2003
Guardian 2000 - 2003
John Hancock 1997 - 2001
Great-West Life and Annuity Insurance Company 1996 - 1998
Skills
Series 6, Series 63, Series 7, Mutual Funds, 401k, Retirement, Securities, Asset Allocation, Retirement Planning, Investments, Wealth Management, Financial Services, Relationship Management, Uniform Combined State..., Asset Management, Employee Benefits
Education
Northeastern University 2013 — 2014
BSRN, Nursing
Merrimack College 1992 — 1996
Bachelor of Science (BS), Accounting
Keith R Goodwin's John Hancock Experience August 2000 - April 2004
Job Experience Sales Professional Medical Devices/Computer Software
Industry Medical Devices
Experience
Philips Lifeline May 2010 - Present
Strafford Technology September 2008 - August 2009
Octavian July 2006 - August 2008
MetLife April 2004 - June 2005
John Hancock August 2000 - April 2004
Skills
Strategic Planning, Project Management, Mutual Funds, Team Building, Series 63, Lead Generation, Employee Benefits, Customer Service, Leadership, Management, Sales Operations, Sales, Salesforce.com, Account Management, Sales Process
Education
Lesley College 1999 — 2000
University of New Hampshire 1982 — 1988
Bachelor of Arts (B.A.), Communication, General
Philips Lifeline May 2010 - Present
Strafford Technology September 2008 - August 2009
Octavian July 2006 - August 2008
MetLife April 2004 - June 2005
John Hancock August 2000 - April 2004
Skills
Strategic Planning, Project Management, Mutual Funds, Team Building, Series 63, Lead Generation, Employee Benefits, Customer Service, Leadership, Management, Sales Operations, Sales, Salesforce.com, Account Management, Sales Process
Education
Lesley College 1999 — 2000
University of New Hampshire 1982 — 1988
Bachelor of Arts (B.A.), Communication, General
Sherma Simpson's John Hancock Experience June 1993 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
Coldwell Banker Real Estate May 2004 - Present
John Hancock June 1993 - May 2004
Education
Lesley University 2001 — 2003
Northeastern University 1993 — 2000
BS/BA, BusinessAdministration
Coldwell Banker Real Estate May 2004 - Present
John Hancock June 1993 - May 2004
Education
Lesley University 2001 — 2003
Northeastern University 1993 — 2000
BS/BA, BusinessAdministration
Julie Noller's John Hancock Experience November 1998 - June 2002
Job Managing Director, Compliance & Product Tax
Industry Financial Services
Experience
eSecLending January 2012 - Present
eSecLending January 2011 - January 2012
eSecLending July 2007 - January 2011
eSecLending June 2004 - July 2007
eSecLending July 2002 - June 2004
John Hancock November 1998 - June 2002
Skills
Securities Lending, Collateral Management, Hedge Funds, Capital Markets, Derivatives, Global Custody, Prime Brokerage, Trading, Liquidity Management, Cash, Securities, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
eSecLending January 2012 - Present
eSecLending January 2011 - January 2012
eSecLending July 2007 - January 2011
eSecLending June 2004 - July 2007
eSecLending July 2002 - June 2004
John Hancock November 1998 - June 2002
Skills
Securities Lending, Collateral Management, Hedge Funds, Capital Markets, Derivatives, Global Custody, Prime Brokerage, Trading, Liquidity Management, Cash, Securities, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Janelle Anderson, AIF®'s John Hancock Experience April 2007 - November 2011
Job Manager, Institutional Advisory Operations at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group November 2014 - Present
Sentinel Benefits & Financial Group June 2013 - Present
Bay State Skating School October 2010 - Present
John Hancock April 2007 - November 2011
John Hancock August 2004 - April 2007
Manulife Financial May 2003 - August 2004
Manulife Financial August 2001 - May 2003
Manulife Financial October 2000 - August 2001
Skills
Life Insurance, Pensions, Wealth Management, Variable Annuities, Mutual Funds, College Savings Plans, Separately Managed..., 401k, Relationship Management, Series 63, Series 6, Series 65, AIF
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics
Sentinel Benefits & Financial Group November 2014 - Present
Sentinel Benefits & Financial Group June 2013 - Present
Bay State Skating School October 2010 - Present
John Hancock April 2007 - November 2011
John Hancock August 2004 - April 2007
Manulife Financial May 2003 - August 2004
Manulife Financial August 2001 - May 2003
Manulife Financial October 2000 - August 2001
Skills
Life Insurance, Pensions, Wealth Management, Variable Annuities, Mutual Funds, College Savings Plans, Separately Managed..., 401k, Relationship Management, Series 63, Series 6, Series 65, AIF
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics
Rob Maulden's John Hancock Experience 2002 - March 2011
Job Managing Director, Real Estate Investments at John Hancock Financial Services
Industry Real Estate
Experience
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
John Hancock 2002 - March 2011
John Hancock 1996 - 2002
Daedalus Projects, Inc. 1992 - 1996
Skills
Real Estate Economics, LIHTC, Asset Managment, Investments, Due Diligence, Real Estate, Disposition, Valuation, Underwriting, Affordable Housing, Financial Modeling, Portfolio Management, Tax Credits, Real Estate Development, Financial Analysis
Education
Massachusetts Institute of Technology 1984 — 1986
Master of Architecture
University of Washington 1981 — 1983
Bachelor of Arts, Architecture
Mt. Rainier High School 1974 — 1977
High School
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
John Hancock 2002 - March 2011
John Hancock 1996 - 2002
Daedalus Projects, Inc. 1992 - 1996
Skills
Real Estate Economics, LIHTC, Asset Managment, Investments, Due Diligence, Real Estate, Disposition, Valuation, Underwriting, Affordable Housing, Financial Modeling, Portfolio Management, Tax Credits, Real Estate Development, Financial Analysis
Education
Massachusetts Institute of Technology 1984 — 1986
Master of Architecture
University of Washington 1981 — 1983
Bachelor of Arts, Architecture
Mt. Rainier High School 1974 — 1977
High School
Karyn Rizzo's John Hancock Experience 1990 - 1997
Job Retired
Industry Insurance
Experience
N/A Sr. Meetings Consultant Conference ServicesSun Life FinancialNovember 1997 - May 2012
John Hancock 1990 - 1997
Skills
Event Planning, Event Management, Conferences
Education
Lasell College 1971 — 1973
Associate, Early Childhood Ed
University of Massachusetts at Lowell 1969 — 1971
Bachelor of Science (BS)
N/A Sr. Meetings Consultant Conference ServicesSun Life FinancialNovember 1997 - May 2012
John Hancock 1990 - 1997
Skills
Event Planning, Event Management, Conferences
Education
Lasell College 1971 — 1973
Associate, Early Childhood Ed
University of Massachusetts at Lowell 1969 — 1971
Bachelor of Science (BS)
Shivan Sihota's John Hancock Experience March 2002 - August 2007
Job Director of Programming
Industry Entertainment
Experience
SONIFI Solutions, Inc. December 2014 - Present
MIKADO Marketing April 2014 - December 2014
Dish Network January 2013 - March 2014
Dish Network July 2011 - December 2012
HSBC USA, N.A. December 2009 - June 2011
Unison Agency September 2009 - January 2010
Marketeers Vietnam June 2008 - August 2008
John Hancock March 2002 - August 2007
Hewlett-Packard June 1999 - August 1999
Cargill June 1998 - August 1998
Skills
Competitive Analysis, Product Management, Forecasting, Market Research, Account Management, Online Marketing, Retail, Program Management, Business Strategy, Marketing Communications, Product Marketing, Market Planning, Integrated Marketing, Strategic Planning, Marketing Strategy, Strategy, Management, Cross-functional Team..., Leadership, Mergers & Acquisitions, Direct Marketing, Marketing
Education
Thunderbird School of Global Management 2007 — 2009
MBA, Global Marketing
James Madison University - College of Business 1997 — 2001
BBA
Doon School 1991 — 1997
SONIFI Solutions, Inc. December 2014 - Present
MIKADO Marketing April 2014 - December 2014
Dish Network January 2013 - March 2014
Dish Network July 2011 - December 2012
HSBC USA, N.A. December 2009 - June 2011
Unison Agency September 2009 - January 2010
Marketeers Vietnam June 2008 - August 2008
John Hancock March 2002 - August 2007
Hewlett-Packard June 1999 - August 1999
Cargill June 1998 - August 1998
Skills
Competitive Analysis, Product Management, Forecasting, Market Research, Account Management, Online Marketing, Retail, Program Management, Business Strategy, Marketing Communications, Product Marketing, Market Planning, Integrated Marketing, Strategic Planning, Marketing Strategy, Strategy, Management, Cross-functional Team..., Leadership, Mergers & Acquisitions, Direct Marketing, Marketing
Education
Thunderbird School of Global Management 2007 — 2009
MBA, Global Marketing
James Madison University - College of Business 1997 — 2001
BBA
Doon School 1991 — 1997
Thomas Geraghty's John Hancock Experience July 1992 - June 1996
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
Schwab Retirement Plan Services, Inc. August 2006 - Present
Fidelity Investments Retirement Services Company June 1996 - August 2006
John Hancock July 1992 - June 1996
Skills
Defined Benefit, 401k, Retirement, Retirement Planning, Employee Benefits
Education
Merrimack College
Bachelor's Degree, Business Administration and Management
Saint John's Prep
Saint John's Prep
Schwab Retirement Plan Services, Inc. August 2006 - Present
Fidelity Investments Retirement Services Company June 1996 - August 2006
John Hancock July 1992 - June 1996
Skills
Defined Benefit, 401k, Retirement, Retirement Planning, Employee Benefits
Education
Merrimack College
Bachelor's Degree, Business Administration and Management
Saint John's Prep
Saint John's Prep
Brad Contardi's John Hancock Experience August 2001 - November 2012
Job Senior Internal Wholesaler NQDC at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2014 - Present
SterlingBridge November 2012 - January 2014
John Hancock August 2001 - November 2012
Skills
Life Insurance, Insurance, Brokers, Retirement, Financial Services, Sales, Term Life Insurance, Marketing, Relationship Management, 401k, Wealth, Social Media, Social Networking
Education
Merrimack College 1991 — 1995
BHS
Principal Financial Group May 2014 - Present
SterlingBridge November 2012 - January 2014
John Hancock August 2001 - November 2012
Skills
Life Insurance, Insurance, Brokers, Retirement, Financial Services, Sales, Term Life Insurance, Marketing, Relationship Management, 401k, Wealth, Social Media, Social Networking
Education
Merrimack College 1991 — 1995
BHS
Gayathri Ramaka's John Hancock Experience 2001 - 2002
Job Project Manager Technology at The Nielsen Company
Industry Media Production
Experience
The Nielsen Company January 2012 - Present
ARC Inc October 2009 - January 2012
The Nielsen Company July 2006 - May 2009
John Hancock 2001 - 2002
Ariba 1999 - 2001
Education
University of South Florida 1998 — 2000
Masters, Computer Science
Jawaharlal Nehru Technological University 1990 — 1994
The Nielsen Company January 2012 - Present
ARC Inc October 2009 - January 2012
The Nielsen Company July 2006 - May 2009
John Hancock 2001 - 2002
Ariba 1999 - 2001
Education
University of South Florida 1998 — 2000
Masters, Computer Science
Jawaharlal Nehru Technological University 1990 — 1994
Brad Pedersen, CFA's John Hancock Experience 1998 - 2000
Job Director Portfolio Management Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust April 2000 - Present
John Hancock 1998 - 2000
Trust Consultants 1997 - 1998
PNC Bank 1996 - 1997
Trustar Retirement Services 1996 - 1997
Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Morningstar, Investments, Securities Lending, Asset Management, Funding, Fund Accounting, Strategy, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Financial Services
Education
Miami University 1992 — 1996
Northern Trust April 2000 - Present
John Hancock 1998 - 2000
Trust Consultants 1997 - 1998
PNC Bank 1996 - 1997
Trustar Retirement Services 1996 - 1997
Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Morningstar, Investments, Securities Lending, Asset Management, Funding, Fund Accounting, Strategy, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Financial Services
Education
Miami University 1992 — 1996
Mark Barkasy's John Hancock Experience August 2008 - January 2009
Job President/Owner of eMBark Financial and Insurance Partners
Industry Financial Services
Experience
eMBark Financial and Insurance Partners, LLC January 2009 - Present
John Hancock August 2008 - January 2009
ING July 2004 - May 2008
MassMutual January 2004 - May 2004
Client Conservation Consulting / Ford Financial Group, LLC January 2003 - June 2003
Hartford Life August 2002 - December 2002
ING October 2001 - December 2001
ING April 2001 - October 2001
ING June 2000 - March 2001
Aetna June 1999 - June 2000
Education
Manchester Community College 1994 — 1996
Human Services
eMBark Financial and Insurance Partners, LLC January 2009 - Present
John Hancock August 2008 - January 2009
ING July 2004 - May 2008
MassMutual January 2004 - May 2004
Client Conservation Consulting / Ford Financial Group, LLC January 2003 - June 2003
Hartford Life August 2002 - December 2002
ING October 2001 - December 2001
ING April 2001 - October 2001
ING June 2000 - March 2001
Aetna June 1999 - June 2000
Education
Manchester Community College 1994 — 1996
Human Services
Wallace Greely's John Hancock Experience July 1978 - December 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
BankFive July 2008 - May 2011
Revere Copper Products, Inc. October 2001 - June 2007
Eclipsys Corp December 1997 - October 2001
John Hancock July 1978 - December 1997
Education
Massasoit Community College 1976 — 1978
BankFive July 2008 - May 2011
Revere Copper Products, Inc. October 2001 - June 2007
Eclipsys Corp December 1997 - October 2001
John Hancock July 1978 - December 1997
Education
Massasoit Community College 1976 — 1978
Marcia Schow's John Hancock Experience 2003 - Present
Job Director, Audit Services, John Hancock
Industry Financial Services
Experience
John Hancock 2003 - Present
PwC 2000 - 2003
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, External Audit, Risk Assessment, Financial Services, Analysis
Education
Messiah College 1996 — 2000
Accounting
John Hancock 2003 - Present
PwC 2000 - 2003
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, External Audit, Risk Assessment, Financial Services, Analysis
Education
Messiah College 1996 — 2000
Accounting
Michael Potvin's John Hancock Experience July 2004 - December 2005
Job English Teacher at Mount Mansfield Winter Academy
Industry Writing and Editing
Experience
Mount Mansfield Winter Academy November 2011 - Present
Pie in the Sky July 2009 - June 2014
Lamoille Union High School August 2010 - December 2010
Snowpine Lodge October 2006 - July 2009
Green Acres Goose Contol December 2007 - February 2008
IN-TUNE Publications June 2004 - April 2007
Alta's Rustler Lodge December 2005 - October 2006
Paw Spot December 2005 - February 2006
John Hancock July 2004 - December 2005
John Hancock June 2003 - July 2004
Skills
Customer Service
Education
Johnson State College 2009 — 2012
M.A. Education, Secondary Education English
Keene State College 1997 — 2001
English, Contempory American Literature, Native American Literature
Wachusett Regional High School 1993 — 1997
Mount Mansfield Winter Academy November 2011 - Present
Pie in the Sky July 2009 - June 2014
Lamoille Union High School August 2010 - December 2010
Snowpine Lodge October 2006 - July 2009
Green Acres Goose Contol December 2007 - February 2008
IN-TUNE Publications June 2004 - April 2007
Alta's Rustler Lodge December 2005 - October 2006
Paw Spot December 2005 - February 2006
John Hancock July 2004 - December 2005
John Hancock June 2003 - July 2004
Skills
Customer Service
Education
Johnson State College 2009 — 2012
M.A. Education, Secondary Education English
Keene State College 1997 — 2001
English, Contempory American Literature, Native American Literature
Wachusett Regional High School 1993 — 1997
Ryan Savage's John Hancock Experience June 1999 - July 2007
Job Pro / Commercal sales at Lowe's Home Improvement
Industry Building Materials
Experience
Lowe's Home Improvement September 2013 - Present
Lowes 2009 - January 2012
Lowe's Home Improvement 2007 - 2009
John Hancock June 1999 - July 2007
The Home Theater Store June 2004 - June 2007
Skills
Financial Planners, Strategic Financial..., Investments, Business Planning, Sales Management, Customer Service, Sales, Insurance, Strategic Planning, Budgets, Risk Management, Portfolio Management, Asset Managment, Finance, Pricing, New Business Development, Relationship Management, Retail, Banking, Income Statement, Team Building, Team Leadership, Microsoft Excel, Account Management, Leadership, Marketing Strategy, Inventory Management, Business Analysis, Marketing, Financial Services, Operations Management, Securities, Building Relationships, Credit, Financial Analysis, Coaching, Recruiting, Negotiation, International Sales, Profit, Sales Operations, P, Customer Satisfaction, Inventory Control, Management, Store Management, Merchandising, Forecasting, Loss Prevention, Time Management
Education
Kaplan University 1998 — 2000
Series 6,63,65, Life, Accident and Health insurance
Macomb Community College 1995 — 1998
assoc, Business
Lowe's Home Improvement September 2013 - Present
Lowes 2009 - January 2012
Lowe's Home Improvement 2007 - 2009
John Hancock June 1999 - July 2007
The Home Theater Store June 2004 - June 2007
Skills
Financial Planners, Strategic Financial..., Investments, Business Planning, Sales Management, Customer Service, Sales, Insurance, Strategic Planning, Budgets, Risk Management, Portfolio Management, Asset Managment, Finance, Pricing, New Business Development, Relationship Management, Retail, Banking, Income Statement, Team Building, Team Leadership, Microsoft Excel, Account Management, Leadership, Marketing Strategy, Inventory Management, Business Analysis, Marketing, Financial Services, Operations Management, Securities, Building Relationships, Credit, Financial Analysis, Coaching, Recruiting, Negotiation, International Sales, Profit, Sales Operations, P, Customer Satisfaction, Inventory Control, Management, Store Management, Merchandising, Forecasting, Loss Prevention, Time Management
Education
Kaplan University 1998 — 2000
Series 6,63,65, Life, Accident and Health insurance
Macomb Community College 1995 — 1998
assoc, Business
Robb DeJonge's John Hancock Experience January 1997 - November 2008
Job Financial Consultant Insurance Specialist at Notre Dame Federal Credit Union
Industry Financial Services
Experience
Notre Dame Federal Credit Union December 2012 - Present
Compass Financial Advisors December 2008 - November 2012
John Hancock January 1997 - November 2008
John Hancock July 2004 - December 2007
Skills
Series 7, Fixed Annuities, Retirement, Retirement Planning, IRAs, Mutual Funds, Investments, Strategic Financial...
Education
Indiana University South Bend
BS
Notre Dame Federal Credit Union December 2012 - Present
Compass Financial Advisors December 2008 - November 2012
John Hancock January 1997 - November 2008
John Hancock July 2004 - December 2007
Skills
Series 7, Fixed Annuities, Retirement, Retirement Planning, IRAs, Mutual Funds, Investments, Strategic Financial...
Education
Indiana University South Bend
BS
Mamatha ('s John Hancock Experience cognos developerJohn Hancock2008 - 2008
Job Cognos Developer at John Hancock
Industry Computer Software
Experience
John Hancock cognos developerJohn Hancock2008 - 2008
Education
Jawaharlal Nehru Technological University
John Hancock cognos developerJohn Hancock2008 - 2008
Education
Jawaharlal Nehru Technological University
Ken McCarthy's John Hancock Experience 2006 - 2011
Job Head of New Business Planning & Implementation
Industry Financial Services
Experience
Long Term Care Partners, LLC June 2014 - Present
Manulife Financial Investment Division April 2013 - May 2014
John Hancock Financial Services 2011 - 2013
John Hancock 2006 - 2011
Manulife Financial 2000 - 2008
Thompson Square Partners 2001 - 2001
Skills
Business Process..., SDLC, Financial Services, Process Improvement, Customer Service, Cross-functional Team..., Mutual Funds, Vendor Management, Insurance, Business Analysis, Risk Management, Team Building, Program Management, Global Resource..., Strategy, Project Portfolio..., Business Planning, Project Management
Education
Suffolk University - Sawyer School of Management 1988 — 1997
BS Finance ’92 & MBA’97
Don Bosco Technical Institute 1988 — 1988
College Preparatory High School
Massachusetts Institute of Technology - Sloan School of Management
Massachusetts Institute of Technology - Sloan School of Management
Massachusetts Institute of Technology - Sloan School of Management
Long Term Care Partners, LLC June 2014 - Present
Manulife Financial Investment Division April 2013 - May 2014
John Hancock Financial Services 2011 - 2013
John Hancock 2006 - 2011
Manulife Financial 2000 - 2008
Thompson Square Partners 2001 - 2001
Skills
Business Process..., SDLC, Financial Services, Process Improvement, Customer Service, Cross-functional Team..., Mutual Funds, Vendor Management, Insurance, Business Analysis, Risk Management, Team Building, Program Management, Global Resource..., Strategy, Project Portfolio..., Business Planning, Project Management
Education
Suffolk University - Sawyer School of Management 1988 — 1997
BS Finance ’92 & MBA’97
Don Bosco Technical Institute 1988 — 1988
College Preparatory High School
Massachusetts Institute of Technology - Sloan School of Management
Massachusetts Institute of Technology - Sloan School of Management
Massachusetts Institute of Technology - Sloan School of Management
Cynthia Buck's John Hancock Experience July 2010 - Present
Job Compliance Director at John Hancock
Industry Financial Services
Experience
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
Jillian Hollis's John Hancock Experience July 2007 - November 2010
Job Account Specialist
Industry Financial Services
Experience
Federal Reserve Bank of Boston December 2012 - Present
John Hancock July 2007 - November 2010
Education
Jacksonville University
Federal Reserve Bank of Boston December 2012 - Present
John Hancock July 2007 - November 2010
Education
Jacksonville University
Marc Wood's John Hancock Experience 1999 - April 2003
Job Sr. Director Global Specialty IT at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual September 2013 - Present
Liberty Mutual Insurance March 2011 - September 2013
Liberty Mutual Insurance January 2005 - March 2011
Liberty Mutual Insurance May 2003 - January 2005
John Hancock 1999 - April 2003
Keane 1998 - 1999
Skills
SDLC, Business Analysis, Project Portfolio..., Vendor Management, Requirements Gathering, PMP, PMO, IT Strategy, User Acceptance Testing, Visio, Business Process..., Agile Methodologies, IT Management, Cross-functional Team..., Software Project...
Education
Ithaca College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Miami Dade College 1994 — 1995
Liberty Mutual September 2013 - Present
Liberty Mutual Insurance March 2011 - September 2013
Liberty Mutual Insurance January 2005 - March 2011
Liberty Mutual Insurance May 2003 - January 2005
John Hancock 1999 - April 2003
Keane 1998 - 1999
Skills
SDLC, Business Analysis, Project Portfolio..., Vendor Management, Requirements Gathering, PMP, PMO, IT Strategy, User Acceptance Testing, Visio, Business Process..., Agile Methodologies, IT Management, Cross-functional Team..., Software Project...
Education
Ithaca College 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Miami Dade College 1994 — 1995
Linda Mackiewicz's John Hancock Experience January 2009 - December 2010
Job Program Manager at RBC
Industry Information Technology and Services
Experience
RBC January 2011 - Present
Manulife Financial January 2009 - December 2010
John Hancock January 2009 - December 2010
RBC Toronto 2005 - 2008
Royal Bank of Canada 2005 - 2008
Education
McMaster University 1976 — 1980
Bachelor or Science, Computer Science and Applied Math
RBC January 2011 - Present
Manulife Financial January 2009 - December 2010
John Hancock January 2009 - December 2010
RBC Toronto 2005 - 2008
Royal Bank of Canada 2005 - 2008
Education
McMaster University 1976 — 1980
Bachelor or Science, Computer Science and Applied Math
Chad Stevens, CFP, CLTC's John Hancock Experience May 1998 - January 2008
Job Certified Financial Planner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group December 2008 - December 2013
John Hancock May 1998 - January 2008
Skills
Long Term Care, Financial Planning, Term Life Insurance, Managed Money, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Investments, Retirement Planning
Education
Indiana State University - School of Business 1993 — 1998
Marketing, Sales, Sales Management
North Putnam High School 1990 — 1993
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group December 2008 - December 2013
John Hancock May 1998 - January 2008
Skills
Long Term Care, Financial Planning, Term Life Insurance, Managed Money, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Investments, Retirement Planning
Education
Indiana State University - School of Business 1993 — 1998
Marketing, Sales, Sales Management
North Putnam High School 1990 — 1993
Ed Miner's John Hancock Experience Relationship ManagerAdministrative Management Group2000 - 2002
Job Consultant at John Hancock
Industry Financial Services
Experience
John Hancock Relationship ManagerAdministrative Management Group2000 - 2002
Administrative Management Group 2000 - 2002
Kemprt Retirement Plans 1987 - 2000
Scudder Kemper Investments 1986 - 2000
Education
Kalamazoo College 1972 — 1976
BA, Biology, Chemistry
John Hancock Relationship ManagerAdministrative Management Group2000 - 2002
Administrative Management Group 2000 - 2002
Kemprt Retirement Plans 1987 - 2000
Scudder Kemper Investments 1986 - 2000
Education
Kalamazoo College 1972 — 1976
BA, Biology, Chemistry
Richard Albert, CLTC's John Hancock Experience January 2009 - September 2013
Job President at RDA & Associates
Industry Insurance
Experience
RDA & Associates October 2013 - Present
John Hancock January 2009 - September 2013
MetLife 2000 - 2008
Skills
long-term care..., Long Term Care Insurance, Retirement Planning, Financial Advisory, Fixed Annuities, Retirement, Insurance, Mutual Funds, IRAs, Financial Planners, Disability Insurance, Life Insurance, 401k, Term Life Insurance, Variable Annuities, Estate Planning, Long-term Care
Education
Kent State University 1962 — 1967
Bachelor of Science (BS), Finance & Economics
RDA & Associates October 2013 - Present
John Hancock January 2009 - September 2013
MetLife 2000 - 2008
Skills
long-term care..., Long Term Care Insurance, Retirement Planning, Financial Advisory, Fixed Annuities, Retirement, Insurance, Mutual Funds, IRAs, Financial Planners, Disability Insurance, Life Insurance, 401k, Term Life Insurance, Variable Annuities, Estate Planning, Long-term Care
Education
Kent State University 1962 — 1967
Bachelor of Science (BS), Finance & Economics
matthew rentz's John Hancock Experience 1997 - 2005
Job CONSULTANT2ND VICE PRESIDENT, MARKETING AND BUSINESS DEVELOPMENT at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
National Life Group June 2014 - Present
AXA US January 2013 - May 2014
AXA Distributors September 2011 - December 2012
AXA Distributors August 2011 - September 2012
Sacred Heart University September 2003 - December 2009
Legg Mason May 2005 - December 2008
Manulife Wood Logan March 1997 - April 2005
John Hancock 1997 - 2005
Wood Logan/Manulife Financial/John Hancock 1997 - 2005
Skills
Product Management, Marketing, Cross-functional Team..., Marketing Strategy, Marketing Communications, Sales, Product Launch, Business Strategy, Product Development, Investments, Financial Services, Training, Mutual Funds, Project Management
Education
Iona College 1997 — 2000
MBA, Finance
Southern Connecticut State University 1989 — 1993
Bachelor of Science, Business Management
Dante Cunningham's John Hancock Experience April 2009 - July 2010
Job Associate Brand Manager
Industry Marketing and Advertising
Experience
Kraft Foods Group July 2014 - April 2015
Kraft Foods Group June 2013 - August 2013
Loomis, Sayles & Company July 2010 - July 2012
John Hancock April 2009 - July 2010
John Hancock Funds January 2007 - April 2009
Skills
Data Analysis, Valuation, Financial Modeling, Investments, Financial Analysis, Forecasting, Competitive Analysis, Fixed Income, Corporate Finance, Portfolio Management, Marketing, Marketing Strategy, Project Management, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Bentley University 2002 — 2006
BS, Finance
Kraft Foods Group July 2014 - April 2015
Kraft Foods Group June 2013 - August 2013
Loomis, Sayles & Company July 2010 - July 2012
John Hancock April 2009 - July 2010
John Hancock Funds January 2007 - April 2009
Skills
Data Analysis, Valuation, Financial Modeling, Investments, Financial Analysis, Forecasting, Competitive Analysis, Fixed Income, Corporate Finance, Portfolio Management, Marketing, Marketing Strategy, Project Management, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Bentley University 2002 — 2006
BS, Finance
Robert Mollison's John Hancock Experience May 1999 - June 2001
Job Residential and Commercial Real Estate Agent at Integrity R.E. Specialists
Industry Real Estate
Experience
Integrity R.E. Specialists February 2012 - Present
Cabinets Direct LLC September 2008 - March 2009
KeyBank August 2005 - August 2008
MassMutual July 2001 - August 2005
John Hancock May 1999 - June 2001
Xtra Lease Inc. January 1998 - February 1999
Penske Truck Leasing August 1994 - January 1998
Skills
Strategic Financial..., Management, Budgets, Marketing, Sales Management, Finance, Recruiting, Investment Management, Project Planning, Portfolio Management, Wealth Management, Mutual Funds, Credit, Series 7
Education
Indiana University Bloomington 2000 — 2003
BS, Marketing
Integrity R.E. Specialists February 2012 - Present
Cabinets Direct LLC September 2008 - March 2009
KeyBank August 2005 - August 2008
MassMutual July 2001 - August 2005
John Hancock May 1999 - June 2001
Xtra Lease Inc. January 1998 - February 1999
Penske Truck Leasing August 1994 - January 1998
Skills
Strategic Financial..., Management, Budgets, Marketing, Sales Management, Finance, Recruiting, Investment Management, Project Planning, Portfolio Management, Wealth Management, Mutual Funds, Credit, Series 7
Education
Indiana University Bloomington 2000 — 2003
BS, Marketing
Mark Selewacz's John Hancock Experience September 2004 - April 2008
Job Production Manager/Designer at CommCreative
Industry Graphic Design
Experience
CommCreative April 2009 - Present
Freelance April 2008 - April 2009
John Hancock September 2004 - April 2008
Various Companies March 2003 - September 2004
Cambridge SoundWorks January 1995 - March 2003
Nashua Corporation August 1993 - December 1994
Various Companies March 1989 - August 1993
JWG Associates January 1986 - March 1989
Skills
Art Direction, Graphic Design, Creative Direction, Direct Mail, Advertising, Brochures, Copywriting, Illustrator, Logo Design, Illustration, Layout, InDesign, Catalogs, Packaging, Adobe Creative Suite, Newsletters, Graphics, Art, Pre-press, Publishing, QuarkXPress, Corporate Identity, Mac, Typography, Collateral, Posters, Adobe Acrobat, Magazines, Visual Communication, Creative Strategy, Branding & Identity, Flyers, Book Design, Web Design, Brand Development, Flash, Business Cards, Production Managment, Banners
Education
Massachusetts College of Art and Design 1981 — 1985
BFA, Illustration
Watertown High School 1978 — 1981
diploma
CommCreative April 2009 - Present
Freelance April 2008 - April 2009
John Hancock September 2004 - April 2008
Various Companies March 2003 - September 2004
Cambridge SoundWorks January 1995 - March 2003
Nashua Corporation August 1993 - December 1994
Various Companies March 1989 - August 1993
JWG Associates January 1986 - March 1989
Skills
Art Direction, Graphic Design, Creative Direction, Direct Mail, Advertising, Brochures, Copywriting, Illustrator, Logo Design, Illustration, Layout, InDesign, Catalogs, Packaging, Adobe Creative Suite, Newsletters, Graphics, Art, Pre-press, Publishing, QuarkXPress, Corporate Identity, Mac, Typography, Collateral, Posters, Adobe Acrobat, Magazines, Visual Communication, Creative Strategy, Branding & Identity, Flyers, Book Design, Web Design, Brand Development, Flash, Business Cards, Production Managment, Banners
Education
Massachusetts College of Art and Design 1981 — 1985
BFA, Illustration
Watertown High School 1978 — 1981
diploma
Adam Savage's John Hancock Experience August 2010 - March 2013
Job Product Development Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock August 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) January 2010 - August 2010
John Hancock June 2006 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - June 2006
Education
Suffolk University
Master of Science in Finance
Keene State College 2000 — 2004
Mgmt & Econ
John Hancock Financial Services March 2013 - Present
John Hancock August 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) January 2010 - August 2010
John Hancock June 2006 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - June 2006
Education
Suffolk University
Master of Science in Finance
Keene State College 2000 — 2004
Mgmt & Econ
Mark Sanders, MBA's John Hancock Experience June 2006 - June 2009
Job Account Executive Group Membership at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2011 - Present
OneWire Finance July 2009 - February 2010
John Hancock June 2006 - June 2009
John Hancock May 2005 - June 2006
Skills
Management, Training, Customer Service, Sales Operations, Analysis, Insurance, Sales, Account Management, Strategic Planning, Customer Satisfaction, Vendor Management, Process Improvement, Business Analysis, Project Management, Cross-functional Team..., Leadership, B2B, Program Management, Marketing, Business Development, Salesforce.com, SEO, Strategy, New Business Development, Financial Services, Finance, CRM, Relationship Management, Recruiting, Market Research, Sales Management
Education
Mercy College 2010 — 2013
Master of Business Administration (M.B.A.)
New York Life Insurance Company January 2011 - Present
OneWire Finance July 2009 - February 2010
John Hancock June 2006 - June 2009
John Hancock May 2005 - June 2006
Skills
Management, Training, Customer Service, Sales Operations, Analysis, Insurance, Sales, Account Management, Strategic Planning, Customer Satisfaction, Vendor Management, Process Improvement, Business Analysis, Project Management, Cross-functional Team..., Leadership, B2B, Program Management, Marketing, Business Development, Salesforce.com, SEO, Strategy, New Business Development, Financial Services, Finance, CRM, Relationship Management, Recruiting, Market Research, Sales Management
Education
Mercy College 2010 — 2013
Master of Business Administration (M.B.A.)
Dan Hess's John Hancock Experience June 1990 - May 2006
Job AVP, Portfolio Management at Delaware Life
Industry Financial Services
Experience
NMG Consulting June 2015 - July 2015
Delaware Life August 2013 - March 2015
Sun Life Financial December 2009 - July 2013
Sun Life Financial May 2006 - December 2009
John Hancock June 1990 - May 2006
Skills
Portfolio Management, Liquidity Risk, Investments, Asset Allocation, Relative Value, Investment Policy, Interest Rate Risk..., ALM, Investment Strategies, Investment Planning, Insurance, Liquidity Management, Fixed Income, Fixed Annuities, Hedging, Asset Management, Financial Analysis, Bonds, Risk Management, Equities, Financial Modeling
Education
Iowa State University 1986 — 1990
BS, Mathematics
Iowa State University
Bachelor of Science (B.S.), Mathematics
NMG Consulting June 2015 - July 2015
Delaware Life August 2013 - March 2015
Sun Life Financial December 2009 - July 2013
Sun Life Financial May 2006 - December 2009
John Hancock June 1990 - May 2006
Skills
Portfolio Management, Liquidity Risk, Investments, Asset Allocation, Relative Value, Investment Policy, Interest Rate Risk..., ALM, Investment Strategies, Investment Planning, Insurance, Liquidity Management, Fixed Income, Fixed Annuities, Hedging, Asset Management, Financial Analysis, Bonds, Risk Management, Equities, Financial Modeling
Education
Iowa State University 1986 — 1990
BS, Mathematics
Iowa State University
Bachelor of Science (B.S.), Mathematics
Iain Fox's John Hancock Experience January 1998 - August 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Keane January 2007 - August 2008
Self Employed March 2001 - November 2006
Unisys September 1998 - September 2000
John Hancock January 1998 - August 1998
Fidelity Investments July 1997 - December 1997
Cabot Corporation February 1993 - March 1997
Education
Northeastern University 1980 — 1986
BS, Finance
Massachusetts Bay Community College 1979 — 1981
AS, Business Administration
Keane January 2007 - August 2008
Self Employed March 2001 - November 2006
Unisys September 1998 - September 2000
John Hancock January 1998 - August 1998
Fidelity Investments July 1997 - December 1997
Cabot Corporation February 1993 - March 1997
Education
Northeastern University 1980 — 1986
BS, Finance
Massachusetts Bay Community College 1979 — 1981
AS, Business Administration
Aaron Hess's John Hancock Experience September 2008 - May 2011
Job Case Manager at Liberty Life Assurance Company of Boston
Industry Insurance
Experience
Liberty Life Assurance Company of Boston April 2011 - Present
John Hancock September 2008 - May 2011
Skills
Insurance, Life Insurance, Troubleshooting, Call Centers, Sales, Claim, Training, Customer Service, Leadership, Employee Benefits, General Insurance
Education
Keene State College 2004 — 2008
Film Critical Studies, Political science minor, Arts and Social Sciences
Liberty Life Assurance Company of Boston April 2011 - Present
John Hancock September 2008 - May 2011
Skills
Insurance, Life Insurance, Troubleshooting, Call Centers, Sales, Claim, Training, Customer Service, Leadership, Employee Benefits, General Insurance
Education
Keene State College 2004 — 2008
Film Critical Studies, Political science minor, Arts and Social Sciences
Chunjing Zhang's John Hancock Experience October 2010 - January 2011
Job Senior Actuarial Analyst at Delaware Life
Industry Insurance
Experience
Delaware Life August 2013 - Present
Sunlife Financial May 2011 - August 2013
John Hancock October 2010 - January 2011
ING February 2005 - September 2010
Deloitte Consulting September 2002 - January 2005
Skills
MG-ALFA, Chineses, Axis, Actuarial Science, Insurance, Risk Management, Financial Modeling, Financial Risk, ALM, Reinsurance, VBA, Valuation, Enterprise Risk...
Education
The University of Connecticut 2000 — 2002
Master, Actuarial Science, 3.96
Indiana University Bloomington 1996 — 1999
B.S., Accounting and Information System
Delaware Life August 2013 - Present
Sunlife Financial May 2011 - August 2013
John Hancock October 2010 - January 2011
ING February 2005 - September 2010
Deloitte Consulting September 2002 - January 2005
Skills
MG-ALFA, Chineses, Axis, Actuarial Science, Insurance, Risk Management, Financial Modeling, Financial Risk, ALM, Reinsurance, VBA, Valuation, Enterprise Risk...
Education
The University of Connecticut 2000 — 2002
Master, Actuarial Science, 3.96
Indiana University Bloomington 1996 — 1999
B.S., Accounting and Information System
Jayson Licciardo's John Hancock Experience March 2000 - April 2004
Job Regulatory Compliance & Governance
Industry Banking
Experience
Santander Bank, N.A. July 2015 - Present
Columbia Management September 2007 - July 2015
Columbia Management October 2006 - September 2007
Columbia Management April 2006 - October 2006
John Hancock March 2000 - April 2004
Skills
Compliance, Governance, CAMS, AML, USA PATRIOT Act, KYC, Fraud, CDD, Operational Risk..., Red Flags, Project Management, Process Improvement, 38a-1, Blue Sky, FATCA, Complaint Management, Financial Services
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor's degree
Santander Bank, N.A. July 2015 - Present
Columbia Management September 2007 - July 2015
Columbia Management October 2006 - September 2007
Columbia Management April 2006 - October 2006
John Hancock March 2000 - April 2004
Skills
Compliance, Governance, CAMS, AML, USA PATRIOT Act, KYC, Fraud, CDD, Operational Risk..., Red Flags, Project Management, Process Improvement, 38a-1, Blue Sky, FATCA, Complaint Management, Financial Services
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor's degree
Edward McMillan's John Hancock Experience September 1980 - August 1989
Job Principal Analyst at Affiliated Computer Services
Industry Information Technology and Services
Experience
Affiliated Computer Services Systems Analyst - Accounting ApplicationsCanada LifeFebruary 2002 - May 2004
Confederation Life August 1989 - May 1998
John Hancock September 1980 - August 1989
Education
Knoxville College 1977 — 1979
BA, Business
Tuskegee University 1969 — 1970
Architecture
Affiliated Computer Services Systems Analyst - Accounting ApplicationsCanada LifeFebruary 2002 - May 2004
Confederation Life August 1989 - May 1998
John Hancock September 1980 - August 1989
Education
Knoxville College 1977 — 1979
BA, Business
Tuskegee University 1969 — 1970
Architecture
Pete Morwick's John Hancock Experience April 2009 - August 2009
Job Product Advisor at United Health Group
Industry Insurance
Experience
United Health Group September 2009 - Present
John Hancock April 2009 - August 2009
HealthMarkets October 2008 - January 2009
Principal Financial Group April 2001 - July 2008
Education
Indiana University Bloomington 1995 — 2000
BS, Continuing Studies
United Health Group September 2009 - Present
John Hancock April 2009 - August 2009
HealthMarkets October 2008 - January 2009
Principal Financial Group April 2001 - July 2008
Education
Indiana University Bloomington 1995 — 2000
BS, Continuing Studies
Joe Pease's John Hancock Experience 2003 - 2005
Job Marketing Director at MassMutual
Industry Insurance
Experience
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
Robin Borden Conkey's John Hancock Experience February 2010 - Present
Job Senior Expense Manager Fund Administration Expense Management Team
Industry Financial Services
Experience
John Hancock February 2010 - Present
MIDNIGHT BLUE TECHNOLOGY SERVICES 2009 - 2010
PNC Financial Services Group September 2004 - April 2009
JPMorgan Chase 1997 - 2003
National Grid December 1995 - April 1997
PricewaterhouseCoopers September 1992 - December 1995
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BS, Accounting, Minor in Economics
Lancaster University 1991 — 1991
junior year foreign exchange student
Stoughton High School
John Hancock February 2010 - Present
MIDNIGHT BLUE TECHNOLOGY SERVICES 2009 - 2010
PNC Financial Services Group September 2004 - April 2009
JPMorgan Chase 1997 - 2003
National Grid December 1995 - April 1997
PricewaterhouseCoopers September 1992 - December 1995
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BS, Accounting, Minor in Economics
Lancaster University 1991 — 1991
junior year foreign exchange student
Stoughton High School
Sandra Brangan's John Hancock Experience 1989 - 1992
Job Family Caregiver at Home Manager
Industry Writing and Editing
Experience
Freelance (self employed) March 2000 - Present
Home Manager March 1998 - Present
Good Health, Inc. February 2005 - March 2011
The Gillette Company 1992 - 2002
John Hancock 1989 - 1992
Skills
Editing, Social Networking, Public Speaking, Nonprofits, Teaching, Public Relations, Blogging
Education
University of Massachusetts Boston 1993 — 1999
B.A.
Massasoit Community College 1990 — 1992
Associates
Katharine Gibbs School 1988 — 1989
Certificate
Marshfield High School 1983 — 1988
Diploma
Freelance (self employed) March 2000 - Present
Home Manager March 1998 - Present
Good Health, Inc. February 2005 - March 2011
The Gillette Company 1992 - 2002
John Hancock 1989 - 1992
Skills
Editing, Social Networking, Public Speaking, Nonprofits, Teaching, Public Relations, Blogging
Education
University of Massachusetts Boston 1993 — 1999
B.A.
Massasoit Community College 1990 — 1992
Associates
Katharine Gibbs School 1988 — 1989
Certificate
Marshfield High School 1983 — 1988
Diploma
Bob Violante's John Hancock Experience January 1990 - June 1994
Job IT Strategy and Management Consultant
Industry Management Consulting
Experience
Avnet Services: IBM Practice (formerly Ascendant Technology) January 2010 - Present
Wipro Consulting June 2005 - May 2009
Whittman-Hart / marchFIRST November 1999 - November 2000
Cambridge Technology Partners July 1998 - November 1999
Accenture June 1994 - July 1998
John Hancock January 1990 - June 1994
Nolan, Norton & Co. July 1987 - January 1990
Arthur D. Little June 1986 - June 1987
Metropolitan Life Insurance Company January 1981 - July 1985
Skills
Business Process..., Enterprise Architecture, Program Management, IT Strategy, PMO, Consulting, SDLC, Leadership, Business Process, Project Planning, Strategic Planning, Outsourcing, CRM, Strategy, Project Portfolio..., Information Technology, Management, Change Management, Business Transformation, Business Intelligence, Executive Management, Integration, Governance, Business Analysis, Professional Services, Vendor Management, Solution Architecture, Software Project..., Enterprise Software, IT Management, Business Process Design, SaaS, Cloud Computing
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MBA, IT Management
The American College 1983 — 1985
CLU, Chartered Life Underwriter
College of Insurance 1981 — 1983
BBA, Insurance Management
Avnet Services: IBM Practice (formerly Ascendant Technology) January 2010 - Present
Wipro Consulting June 2005 - May 2009
Whittman-Hart / marchFIRST November 1999 - November 2000
Cambridge Technology Partners July 1998 - November 1999
Accenture June 1994 - July 1998
John Hancock January 1990 - June 1994
Nolan, Norton & Co. July 1987 - January 1990
Arthur D. Little June 1986 - June 1987
Metropolitan Life Insurance Company January 1981 - July 1985
Skills
Business Process..., Enterprise Architecture, Program Management, IT Strategy, PMO, Consulting, SDLC, Leadership, Business Process, Project Planning, Strategic Planning, Outsourcing, CRM, Strategy, Project Portfolio..., Information Technology, Management, Change Management, Business Transformation, Business Intelligence, Executive Management, Integration, Governance, Business Analysis, Professional Services, Vendor Management, Solution Architecture, Software Project..., Enterprise Software, IT Management, Business Process Design, SaaS, Cloud Computing
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MBA, IT Management
The American College 1983 — 1985
CLU, Chartered Life Underwriter
College of Insurance 1981 — 1983
BBA, Insurance Management
Cassie Pittman's John Hancock Experience October 2010 - December 2011
Job Strategy Director at The Idea Factory
Industry Insurance
Experience
The Idea Factory March 2014 - Present
BlackRock July 2012 - February 2014
AGF Investments November 2011 - July 2012
John Hancock October 2010 - December 2011
Manulife Financial October 2008 - October 2010
Franklin Templeton Investments 2004 - 2006
Skills
Investment Strategies, Advertising, Asset Management, Wealth Management, Product Management, Mutual Funds, Financial Services, Marketing, Equities, Business Analysis, Business Strategy, Portfolio Management, Asset Managment, Relationship Management, Investment Advisory, Investments, Marketing Strategy, Risk Management, Alternative Investments, Fixed Income, Insurance, Valuation, Strategic Financial..., Email Marketing, Asset Allocation
Education
York University 2009 — 2015
Memorial University of Newfoundland 1999 — 2003
Bachelor of Business Administration (BBA)
The Idea Factory March 2014 - Present
BlackRock July 2012 - February 2014
AGF Investments November 2011 - July 2012
John Hancock October 2010 - December 2011
Manulife Financial October 2008 - October 2010
Franklin Templeton Investments 2004 - 2006
Skills
Investment Strategies, Advertising, Asset Management, Wealth Management, Product Management, Mutual Funds, Financial Services, Marketing, Equities, Business Analysis, Business Strategy, Portfolio Management, Asset Managment, Relationship Management, Investment Advisory, Investments, Marketing Strategy, Risk Management, Alternative Investments, Fixed Income, Insurance, Valuation, Strategic Financial..., Email Marketing, Asset Allocation
Education
York University 2009 — 2015
Memorial University of Newfoundland 1999 — 2003
Bachelor of Business Administration (BBA)
Sahr E. Johnny,CPA's John Hancock Experience 1998 - 2000
Job Staff Accountant at US Securities and Exchange Commission
Industry Government Administration
Experience
US Securities and Exchange Commission May 2003 - Present
U. S. Securities and Exchange Commission 2003 - 2010
John Hancock 1998 - 2000
First Data Corporation 1994 - 1996
Liberian Organization founded by Francis. 1987 - 1992
State Street Corp 1986 - 1989
Skills
Accounting, Financial Analysis, Management, Analysis, Microsoft Office, Internal Audit, Research, Strategic Planning, Financial Reporting, Auditing, Microsoft Excel
Education
Johnson & Wales University 1983 — 1985
Bachelor of Science (B.S.), Accounting
US Securities and Exchange Commission May 2003 - Present
U. S. Securities and Exchange Commission 2003 - 2010
John Hancock 1998 - 2000
First Data Corporation 1994 - 1996
Liberian Organization founded by Francis. 1987 - 1992
State Street Corp 1986 - 1989
Skills
Accounting, Financial Analysis, Management, Analysis, Microsoft Office, Internal Audit, Research, Strategic Planning, Financial Reporting, Auditing, Microsoft Excel
Education
Johnson & Wales University 1983 — 1985
Bachelor of Science (B.S.), Accounting
Ryan Taitt's John Hancock Experience January 2012 - Present
Job Marketing Representative at John Hancock
Industry Marketing and Advertising
Experience
John Hancock January 2012 - Present
Education
Kansas State University 2006 — 2010
Bachelor of Science, Communications
John Hancock January 2012 - Present
Education
Kansas State University 2006 — 2010
Bachelor of Science, Communications
Chakra Sreeramagiri's John Hancock Experience January 2011 - December 2011
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
Aviva Canada January 2012 - August 2013
John Hancock January 2011 - December 2011
The Economical Insurance Group January 2007 - December 2010
Telus August 2005 - December 2006
Honda Canada Manufacturing March 2001 - May 2005
Deloitte Consulting 1994 - 2000
Skills
PMP, SDLC, Business Analysis, Requirements Gathering, Business Requirements, PMO, Visio, Software Project..., Project Portfolio..., User Acceptance Testing, Requirements Analysis, Vendor Management, Project Delivery, Business Process, Leadership, Resource Management
Education
Indian Institute of Technology, Kharagpur 1985 — 1989
Sun Life Financial October 2013 - Present
Aviva Canada January 2012 - August 2013
John Hancock January 2011 - December 2011
The Economical Insurance Group January 2007 - December 2010
Telus August 2005 - December 2006
Honda Canada Manufacturing March 2001 - May 2005
Deloitte Consulting 1994 - 2000
Skills
PMP, SDLC, Business Analysis, Requirements Gathering, Business Requirements, PMO, Visio, Software Project..., Project Portfolio..., User Acceptance Testing, Requirements Analysis, Vendor Management, Project Delivery, Business Process, Leadership, Resource Management
Education
Indian Institute of Technology, Kharagpur 1985 — 1989