John Hancock Financial Services
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
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John Hancock Financial Services Employees
Carahsoft Technology Corp. September 2014 - Present
Dunkin' Donuts May 2013 - June 2014
Forrester Research December 2012 - January 2013
John Hancock Financial Services May 2012 - August 2012
Skills
Leadership, Research, Microsoft Excel, Sales, Microsoft Word, Peachtree, PowerPoint, Access, Outlook, Microsoft Publisher, Customer Service, Event Planning, Management, Social Media, Social Networking, Teamwork, Salesforce.com
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Philosophy
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (BA), English
Ursuline Academy
Pure Barre March 2014 - Present
John Hancock Financial Services September 1999 - March 2013
Skills
Account Management, Customer Service, 401k, Financial Services, Investments, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, Retirement, Retirement Planning
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Coach June 2015 - Present
John Hancock Financial Services July 2014 - December 2014
Putnam Investments December 2013 - April 2014
University of Massachusetts Lowell February 2014 - March 2014
Aloha Mind Math December 2012 - May 2013
Dunkin Donuts January 2011 - March 2011
Kumon 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, English, Java, Windows, Event Planning, Time Management, Accounting, Teaching
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
University of Massachusetts, Amherst 2011 — 2012
Merrimack High School 2007 — 2011
John Hancock Financial Services May 2014 - Present
Mercer Investments 2003 - Present
Putnam Investments 1994 - 2003
Skills
Defined Contribution, Health and Welfare..., Pensions, Defined Benefit, Mutual Funds, Financial Services, Management, Project Management, Change Management, Operations Management, Team Management, Data Analysis, Database Administration, Data Mining, Problem Solving, Creative Problem Solving, Employee Benefits, Employee Engagement, Health Insurance, Life Insurance, OMNI
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor's degree, Communications and Economics
PAREXEL May 2015 - Present
John Hancock Financial Services June 2014 - May 2015
Robbins-Gioia, LLC June 2013 - April 2014
ForwardThink Group February 2013 - April 2013
Centerline Partners October 2012 - January 2013
SunGard June 2011 - October 2012
GainsKeeper, Wolters Kluwer Financial Services May 2009 - June 2011
Ascend Consulting September 2007 - September 2008
BusinessEdge Solutions November 2005 - September 2007
DST International 2002 - 2005
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, Testing, Project Management, Systems Analysis, Mutual Funds, Software Development, Agile Methodologies, Team Leadership, Change Management, Business Process..., Financial Services, Investments, Databases, Management, Requirements Analysis, Software Project..., Data Analysis, Strategy, Business Intelligence, Business Process, Vendor Management, Business Requirements, PMO, IT Strategy
Education
University of Massachusetts Boston 1975 — 1979
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services March 2000 - February 2015
Galaher Settlements and Insurance Services February 1992 - March 2000
Law Office of Hal K. Levitte December 1988 - February 1992
Skills
Financial Services, Structured Settlements, Risk Management, Process Improvement, Operations Management, Vendor Management, Insurance, General Insurance, Property & Casualty..., Claim, Fixed Annuities, Underwriting, Life Insurance, Liability, Business Analysis, Workers Compensation, Claims Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2001 — 2001
Professional Designation - Certified Structured Settlement Consultant
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors May 2001 - Present
John Hancock Financial Services May 1996 - May 2001
Washington Investment Corporation December 1994 - May 1995
Skills
Retirement Planning, Investments, Retirement, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
Bachelors, International Business
Volusia County Sheriff's Office February 1997 - Present
Volusia County Sheriff's Office February 1997 - Present
State of Maryland June 1971 - October 1995
John Hancock Financial Services March 1970 - April 1971
Skills
Criminal Justice, Police, Enforcement, Criminal Investigations, Patrol, Field Training Officer, Taser, SWAT, Crime Prevention, Interrogation, Active Shooter, Field Training, Hostage Negotiator, Traffic Enforcement, Law Enforcement..., Evidence, Dignitary Protection, Crime Scene..., Certified Firearms..., Emergency Vehicle..., Drug Recognition, Firearms, Public Safety, Officer Survival, Accident Reconstruction, firearms instructor, Glock Armorer, verbal judo instructor, EVOC Instructor, Firearms Instruction, Law Enforcement, Hostage Negotiation
Education
Patterson High School 1962 — 1965
University of Maryland Baltimore
John Hancock Financial Services January 2008 - Present
Skills
Disability Insurance, Life Insurance, Actuarial Science, Variable Annuities, Liability Analysis, Product Development, Pricing Analysis, Microsoft Excel, Microsoft Office, GGY Axis, Derivatives, Fixed Annuities, Long-term Care, Financial Modeling, Insurance, Risk Management, Liability
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (BS), Mathematics
LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC 1998 - Present
John Hancock Financial Services 1992 - 1998
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
Mass Premier Courts September 2005 - Present
Proshots Athletic Center 2004 - 2005
Town of Sharon 2002 - 2004
Unicare 1997 - 2001
John Hancock Financial Services 1986 - 1997
Skills
Account Reconciliation, Customer Service, Program Management, Project Coordination, General Ledger, Microsoft Excel, Microsoft Word, Management, Revenue Analysis, Budget Reconciliation, Budget Forecasts, Expense Reports, Organization, Internal Audit, Staff Supervision, Outsourcing, Advertising, Product Marketing, Quality Assurance, Bookkeeping, Revenue Forecasting, Microsoft Publisher, Disability Insurance, PowerPoint, Sports
Education
UMass Boston
Liberal Arts and Sciences/Liberal Studies
John Hancock Financial Services October 2010 - Present
John Hancock Financial Services February 2003 - October 2010
MassMutual Financial Group November 2000 - February 2003
Skills
Product Management, Product Development, Project Management, Business Analysis, Project Planning, Relationship Management, Competitive Intelligence, Leadership, Mutual Funds, Process Improvement, Competitive Analysis, Cross-functional Team..., Strategy
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's Degree, Economics
John Hancock Financial Services March 2015 - Present
Santander Bank, N.A. October 2014 - March 2015
State Street November 1996 - July 2014
Pizza Hut, Inc 1989 - 1996
Skills
Fund Accounting, Financial Services, Corporate Actions, Fund Administration, Middle Office, Bloomberg, Global Custody, Fixed Income, Derivatives, Mutual Funds, Business Analysis, Equities, Project Coordination, Project Management, Securities, Training, Staff Development, Management, Operations Management, Customer Service, Manage Client..., Relationship Management, Service Quality, Quality Management, Bonds, Business Process, Leadership, Process Improvement, Investments, Asset Management
Education
University of Massachusetts Dartmouth 1997 — 1999
BS, Accounting
Southeastern Massachusetts University 1985 — 1989
Accounting & Textiles
Sandwich High School 1980 — 1984
Diploma
John Hancock Financial Services June 2014 - Present
Cigna May 2013 - August 2013
Munich Re Canada (Life) September 2012 - December 2012
London Life May 2012 - August 2012
Skills
Microsoft Office
Education
University of Manitoba 2008 — 2013
Bachelor of Commerce (Honours), Actuarial Science
John Hancock Financial Services June 2015 - Present
John Hancock Retirement Plan Services December 2012 - Present
Quincy City Council January 2012 - Present
Morgan Stanley Smith Barney December 2009 - February 2011
Sovereign Bank Investment Services 2011 - 2011
John Hancock June 2007 - December 2009
Skills
Mutual Funds, Retirement, Investments, Series 7, Series 63, Asset Allocation, Fixed Annuities, Asset Managment, Securities, Wealth Management, 401k, Retirement Planning, Alternative Investments
Education
University of Massachusetts Dartmouth 1999 — 2002
Bachelor, Business
John Hancock Financial Services January 2015 - July 2015
Market Basket Foods May 2013 - December 2014
Umass Lowell Computer Science Deparment January 2014 - May 2014
Skills
C, C++, MIPS Assembly, Computer Building, Computer Hardware, Calculus, Data Structures, Object Oriented Design, PowerPoint, Programming, Research, Microsoft Office, Matlab, Computer Science, Linux, Microsoft Word
Education
University of Massachusetts Lowell
Bachelor of Science (BS), Computer Science, Sophomore
Middlesex Savings Bank June 2014 - August 2014
Au Bon Pain April 2014 - June 2014
John Hancock Financial Services July 2013 - October 2013
Monster October 2012 - July 2013
PharmaLogics Recruiting November 2010 - October 2012
Dunkin' Brands August 2010 - November 2010
The Advocator Group April 2010 - August 2010
Skills
Sourcing, Recruiting, Technical Recruiting, Training, Applicant Tracking..., Pharmaceutical Industry, Sales, Screening Resumes, Biotechnology, New Business Development, Talent Acquisition, Interview Skills..., Market Research, Outstanding..., Interviews, Business Strategy, Relocation, Resume Writing, Taleo, Cold Calling, Contract Recruitment, Overcome Objections, Avature, iCIMS
Education
University of Massachusetts Boston 2006 — 2010
Sociology / Economics
State Street August 2015 - Present
Santander Bank, N.A. May 2012 - Present
Bank of America 2006 - 2012
3Com 2005 - 2006
John Hancock Financial Services 1999 - 2005
Skills
Compliance, AML, Investigations, Risk Management, Risk Assessment, Regulatory Compliance, Fraud, Internal Audit, Private Investigations, Due Diligence, Policy, Bank Secrecy Act, OFAC, Governance, USA PATRIOT Act, Auditing, KYC, Financial Risk, Anti Money Laundering, Investigation
Education
University of Massachusetts at Lowell
Bachelor of Science, Criminal Justice
Camoplast Solideal October 2011 - Present
Solideal USA May 2001 - October 2011
NITCO - Northland Industrial Truck Co. October 1996 - May 2001
John Hancock Financial Services May 1993 - October 1996
Skills
New Business Development, Logistics, Sales Management, Negotiation, Export, Account Management, Financial Analysis, Direct Sales, Purchasing, Inventory Management, Pricing, Supply Chain Management, Operations Management, Key Account Management, Product Development, Supply Chain, Manufacturing, B2B, Warehousing
Education
University of Massachusetts at Lowell 1989 — 1993
Finance and Economics
John Hancock Financial Services January 2015 - Present
New York Life Insurance Company July 2014 - January 2015
Consumer United January 2013 - July 2014
Students for Liberty November 2012 - November 2012
Pinnacle Security February 2012 - August 2012
Skills
Sales, Networking, Microsoft Excel, Creative Writing, Small Business, Social Entrepreneurship, Rugby, Insurance, Life Insurance, Asset Protection, Relationship Building, Buy-sell Agreements, Estate Planning, Key Person Insurance, Licensed to Sell..., Permanent Life Insurance, Retirement Planning, Term Life Insurance, Politics
Education
University of Maine 2008 — 2012
Bachelor's degree, Political Science and Government, minor Philosophy, 3.0
Hampden Academy 2004 — 2008
GED
JPMorgan Chase & Co. October 2014 - Present
Deloitte September 2013 - October 2014
Deloitte September 2012 - August 2013
Deloitte January 2012 - August 2012
Deloitte January 2011 - March 2011
John Hancock Financial Services June 2010 - August 2010
Skills
Internal Controls, IFRS, External Audit, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Assurance, Financial Accounting, Financial Audits, SEC filings, Enterprise Risk..., Consolidation, Financial Analysis, Sarbanes-Oxley
Education
University of Massachusetts Boston
Bachelor of Science (BS), Accounting
John Hancock Financial Services April 2012 - Present
John Hancock Financial Services December 2011 - April 2012
John Hancock Financial Services May 2011 - December 2011
Skills
SharePoint, Reporting & Analysis, Business Analysis, Business Development, Vendor Management, Analysis, SDLC
Education
University of Massachusetts Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Management Information Systems and Services
UBS Wealth Management July 2014 - Present
St. Germain Investment Management April 2007 - July 2014
John Hancock Financial Services February 1992 - November 2000
Skills
Account Management, New Business Development, Relationship Management, Strategic Planning, CRM, Sales Management, Business Development, Series 7, Salesforce.com, Marketing Strategy, Financial Services, Sales, Business Strategy, Strategic Partnerships, Insurance, Mutual Funds, Analytics, Team Building, Portfolio Management, Marketing
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (BA), Interpersonal Communication
Longmeadow High School
John Hancock Financial Services December 2013 - Present
Constitution Financial Partners, LLC December 2010 - October 2013
Beverly Golf and Tennis April 2008 - December 2010
Beverly Golf and Tennis Club March 2008 - December 2010
Skills
Series 7, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Management, Microsoft Word, Outlook, Social Media, Retirement Planning, 401k, 401k Rollovers
Education
University of Massachusetts Lowell 2007 — 2011
BSBA 2011, Management
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services June 2010 - December 2012
John Hancock Financial Services November 2008 - June 2010
John Hancock Financial Services June 2004 - November 2008
John Hancock July 2001 - June 2004
Harvard Pilgrim Health Care 1996 - 2000
American Survey 1993 - 1994
Skills
Life Insurance, Financial Services, Disability Insurance, Employee Benefits, Series 6, Change Management, Fixed Annuities, Lotus Notes, Long-term Care, 401k, Mutual Funds, Series 7, Health Insurance, Pensions, Retirement, Brokers, Series 63
Education
University of Massachusetts, Amherst 1985 — 1989
BA, English
New York Life Insurance Company November 2003 - Present
New York Life Insurance Company December 1997 - Present
John Hancock Financial Services October 1994 - October 1997
EMCON CMA, Inc. July 1985 - October 1994
Skills
Management, Sales, Leadership, Training, Life Insurance, Financial Planning, Retirement Planning, Estate Planning, Investments, Public Speaking, Team Building, Financial Services
Education
University of Maryland College Park 1981 — 1983
American Government and Politics (United States)
John Hancock Financial Services March 2015 - Present
Commonwealth of Massachusetts June 2012 - March 2015
Best Buy October 2006 - June 2012
Skills
Troubleshooting, Technical Support, Business Analysis, ITIL, Computer Hardware, Microsoft Office, Windows Server, Customer Service, Data Center, Disaster Recovery, Information Technology, Process Improvement, Project Management, Analysis, Help Desk Support, Networking, Operating Systems, IT Management, Windows 7, Windows XP, Windows, Professional Services, Incident Management, Windows Vista, Microsoft Technologies, HP, Visio
Education
University of Massachusetts Dartmouth 2004 — 2010
Economics BA, Accounting minor, Business administration minor
John Hancock Financial Services January 2015 - Present
Virtual, Inc. October 2013 - August 2014
Dick's Sporting Goods June 2011 - October 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Time Management, Outlook, Leadership, Teamwork, Highly self-motivated, QuickBooks, Financial Reporting, Essbase
Education
University of Massachusetts at Lowell 2011 — 2016
Bachelor's Degree, Accounting, 3.852
Lowell High School 2007 — 2011
John Hancock Financial Services April 2015 - Present
New York Life Investment Management January 2013 - April 2015
New York Life Investment Management December 2010 - January 2013
Income Research & Management May 2008 - August 2008
Skills
Mutual Funds, Asset Managment, Fixed Income, Asset Allocation, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 63, Series 6, 401k, Securities, Investment Strategies, Hedge Funds, Alternative Investments, Investment Advisory, Investment Management, ETFs, Uniform Combined State...
Education
University of Massachusetts Dartmouth 2005 — 2010
Bachelor of Science (B.S.), Finance
Morningstar April 2014 - Present
ByAllAccounts April 2005 - Present
John Hancock Financial Services October 2000 - May 2001
Evergreen Investments February 2000 - September 2000
Skills
Software Development, Agile Methodologies, XML, SQL, Java, Software Engineering, SaaS, SDLC, Enterprise Software, Web Services, JavaScript, C#, Requirements Analysis, Software Project..., Debugging, C++, XSLT, Android Development, Android SDK
Education
University of Massachusetts Lowell 2003 — 2005
MS, Computer Engineering
Bangalore Institute of Technology 1993 — 1997
BE, Electrical and Electronics
Boston Private Bank & Trust July 2012 - Present
Boston Private Bank & Trust November 2007 - July 2012
Boston Stock Exchange March 2006 - November 2007
John Hancock Financial Services 1998 - 2006
Skills
Risk Management, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, SDLC, IT Management, Data Center, Integration, Project Management, Software Project..., Testing, Change Management, Cross-functional Team..., Management, Banking, Program Management
Education
University of Massachusetts at Lowell 1979 — 1984
BS, International Management
Pelham High School 1975 — 1979
John Hancock Financial Services April 2000 - October 2010
Skills
Process Improvement
Education
University of Massachusetts Boston
BA, Political Science
Colleges of the Fenway (Emmanuel, MassArt, MCPHS University, Simmons, Wentworth, Wheelock) February 2011 - Present
By Appointment Only May 2006 - November 2010
John Hancock Financial Services 2000 - 2006
New England College of Finance November 1987 - February 2000
Skills
Customer Relations, Vendor Management, Strategic Planning, Consultative Selling, Coaching, Team Building, Mentoring, Event Planning, Public Speaking, Lead Generation, Vendor Relations, Market Research, Event Management, Marketing Communications, Customer Service, Account Management, Sales, Leadership, Sales Process, Business Development, Marketing, Salesforce.com, Management, Team Leadership, New Business Development, B2B, Program Management, CRM, Selling, Email Marketing, Training, Change Management, Human Resources, Start-ups, Business Strategy, Time Management, Strategic Partnerships, Sales Operations, SaaS, Cold Calling
Education
University of Massachusetts, Amherst 1979 — 1987
Masters, Education
University of Massachusetts, Amherst
Bachelors, English
Sun Life Financial January 2015 - Present
Community Servings June 2007 - Present
John Hancock Financial Services May 2013 - December 2014
John Hancock Life Insurance Company (U.S.A.) February 2009 - May 2013
Boston Actuaries Club November 2008 - November 2010
John Hancock Life Insurance Company (U.S.A.) August 2006 - January 2009
Wawanesa Mutual Insurance 1995 - 2000
Skills
Actuarial, Actuarial Science, Risk Management, US GAAP, Financial Modeling, Financial Analysis, Insurance, Valuation, Variable Annuities, Auditing, Financial Risk, Economic Capital, Embedded Value, Reinsurance, Data Analysis, ALM, Analysis, Underwriting
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce (Honours), Actuarial Mathematics
John Hancock Financial Services June 2015 - Present
Uber January 2015 - May 2015
Morrison Mahoney LLP August 2014 - January 2015
UMass Boston August 2014 - December 2014
Hurix Systems March 2014 - May 2014
TripAdvisor May 2013 - January 2014
UMass Boston August 2012 - December 2013
The TJX Companies, Inc. July 2011 - September 2013
UMass Boston April 2013 - June 2013
Ropes & Gray LLP March 2013 - May 2013
Skills
Customer Service, Event Management, Critical Thinking, SPSS, Writing
Education
University of Massachusetts Boston
Master of Science (MS), Information Technology
University of Massachusetts Boston 2012 — 2014
Bachelor of Science in Management (BSM), Management Information Systems, Magna Cum Laude
Charlestown High School 2006 — 2010
High School Diploma
Massachusetts Housing Partnership April 2014 - Present
Massachusetts Housing Partnership January 2013 - April 2014
Safety Insurance September 2012 - October 2012
John Hancock Financial Services November 2011 - August 2012
NYC Conflict of Interest Board (COIB) January 2011 - May 2011
Citi April 2009 - August 2010
Brown Brothers Harriman June 2005 - August 2005
Skills
Research, Outlook, Microsoft Office, PowerPoint, Real Estate, Sales, International Relations, Nonprofits, Community Outreach, Affordable Housing, Program Management, Volunteer Management, Qualitative Research, Resume Writing, Administrative..., Administrative...
Education
Saint John's University 2009 — 2011
Bachelor of Arts (B.A.), Government and Politics
University of Massachusetts Dartmouth 2006 — 2008
Political Science and Government
John Hancock Financial Services September 2012 - Present
John Hancock Financial Services September 2010 - September 2012
John Hancock Financial Services September 2008 - September 2010
John Hancock Financial Services 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Investments, Mutual Funds, Sales Operations, Sales, Series 6, Leadership, Management, Marketing, Sales Process, Business Planning, Sales Management, Product Management, Training, Financial Services, Selling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
John Hancock Financial Services October 2013 - Present
State Street August 2013 - October 2013
University of Massachusetts Amherst September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) June 2012 - August 2012
Israel Defense Forces August 2005 - August 2008
Skills
Leadership, Training, Analysis, Budgets, Time Management, Microsoft Excel, Public Speaking, Microsoft Office, Sales, Financial Analysis, Team Leadership, Finance, Quantitative Analytics, Economic Research, Data Analysis, Economics, Econometrics, Research
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Arts (BA), Economics, 3.97
BMC HealthNet Plan/Well Sense Health Plan October 2014 - Present
John Hancock Financial Services August 2013 - October 2014
John Hancock Financial Services August 2011 - August 2013
John Hancock Financial Services July 2009 - August 2011
Blue Cross Blue Shield of Massachusetts August 2007 - July 2009
Skills
Actuarial Science, Insurance, Financial Modeling, Health Insurance, VBA, Valuation, Data Analysis, Access, Statistics, Pricing, Embedded Value, Derivatives, Actuarial Exams, Risk Management, Life Insurance, Analysis
Education
University of Massachusetts, Amherst 2003 — 2007
BBA, Finance, Statistics
John Hancock Financial Services September 2011 - Present
John Hancock Financial Services October 2009 - September 2011
John Hancock Financial Services June 2007 - September 2009
University of Massachusetts September 2004 - May 2007
Skills
Health Insurance, Training, PowerPoint, Public Speaking, Research, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Insurance, Financial Services, Team Building, LifePro, Relationship Management, Business Requirements, Requirements Gathering, Business Process..., Business Analysis, Long-term Care, Process Improvement, SQL Server Management..., SQL, Financial Advisory, Risk Management, Life Insurance
Education
University of Massachusetts, Amherst 2004 — 2007
BA
University of Massachusetts Boston September 2015 - Present
Porter Square Family Dental August 2015 - Present
Massachusetts Eye and Ear Infirmary June 2014 - August 2014
John Hancock Financial Services July 2013 - August 2013
Jackson Mann Community Center July 2012 - August 2012
Skills
AutoCAD, Microsoft Office, Solidworks, Windows, Linux, Microsoft Excel, Microsoft Word, PowerPoint, Scratch, Photoshop, Adobe, Flash Animation, Premiere Elements, HTML, Computer Hardware, OS X, Technical Support, Windows 7, Mac, Windows XP, MATLAB
Education
University of Massachusetts Boston 2015 — 2018
Computer Science
Wentworth Institute of Technology 2014 — 2015
Computer Engineering
Boston Latin Academy 2008 — 2014
Pacific Life Insurance Company May 2014 - Present
John Hancock Financial Services 2011 - December 2013
John Hancock Financial Services 2000 - 2011
John Hancock Financial Services 1997 - 2000
Skills
Mutual Funds, Fixed Annuities, Series 6, Series 63, Series 7, Variable Annuities, Retirement Planning, Asset Allocation, 401k, Long-term Care
Education
University of Massachusetts, Amherst
John Hancock Life Insurance Company (U.S.A.) September 1989 - Present
John Hancock Financial Services September 1989 - Present
Skills
.NET, VB.NET, Visual C#, ADO.NET, XML, SQL, Statistics, actuarial mathematics, devtrack, Software Development, software design, SDLC, TFS
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
University of Massachusetts, Amherst 1984 — 1988
BS Applied Mathematics, Mathematics and Statistics
Langway Capital Management September 1995 - Present
John Hancock Financial Services April 1992 - September 1995
Various Engineering November 1969 - April 1991
Raytheon Company March 1967 - November 1969
Sylvania Electronic Systems June 1963 - March 1967
Skills
Financial Planning, Investment Management, Investments, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management, Retirement, Financial Services, Finance
Education
Northeastern University, Boston 1972 — 1976
MBA, Business Administration & Finance
University of Massachusetts, Amherst 1959 — 1963
Bachelor of Science, Electrical Engineering
John Hancock Financial Services June 2014 - Present
AgencyONE Insurance Marketing Group, LLC September 2006 - January 2014
EMSI 2010 - 2014
BISYS Insurance Services, Potomac November 1990 - August 2006
Skills
Underwriting, Risk Management, Customer Relations, Negotiation, Life Insurance, Disability Insurance, Reinsurance, Customer Service, Term Life Insurance, Insurance, Relationship Management, Brokers, Fixed Annuities, Retirement Planning, Financial Risk, Claim
Education
University of Maryland College Park 1986 — 1990
BA, Criminal Justice
Keystone Insurers Group April 2015 - Present
Ewing, Hines & Associates September 1995 - March 2015
John Hancock Financial Services September 1981 - September 1995
Skills
Microsoft Excel, Insurance, Customer Service, Sales Operations, Social Media, Disability Insurance, Sales Management, Selling, New Business Development, Sales, Business Development, Salesforce.com, Leadership, Program Management, Training, Contract Negotiation, Strategic Planning, Account Management
Education
University of Maryland College Park 1976 — 1981
BS, Marketing
The Financial Process Group September 2013 - Present
ZBen Insurance Services January 1993 - August 2013
Employee Benefit Services, Inc January 1991 - January 1993
John Hancock Financial Services January 1988 - January 1991
Office of the Governor, Office of the Lt. Governor, Citizen’s for Romer February 1986 - March 1988
Skills
Small Business, Insurance, Term Life Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, Homeowners, Disability Insurance, Strategic Planning, Life Insurance, New Business Development, Marketing Strategy, Marketing
Education
University of Maryland College Park
Business Administration and Management, General
Univesity of LaVerne
Artificial Intelligence
John Hancock Financial Services December 2014 - Present
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services December 2011 - July 2013
John Hancock Financial Services August 2010 - December 2011
John Hancock Financial Services May 2007 - August 2010
Skills
Bloomberg, Equities, Asset Allocation, Asset Management, Financial Analysis, Fixed Income, Investments, Mutual Funds, Financial Services, Securities, Valuation, Finance, Microsoft Excel
Education
Bridgewater State College 2007 — 2010
Bachelor's degree, Economics
University of Massachusetts Dartmouth 2006 — 2007
John Hancock Investments May 2015 - Present
John Hancock Investments May 2014 - August 2014
StakeHolders Capital October 2013 - December 2013
John Hancock Financial Services June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Investments, Time Management, Presentations, Project Management, PowerPoint, Auditing, Microsoft Word, Fixed Income, Microsoft Office, Software Documentation, Due Diligence, Vendor Management, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Finance, General
Melrose High School 2007 — 2011
IBM Global Services May 2012 - June 2015
IBM October 2013 - November 2014
IBM June 2011 - May 2012
IBM July 2003 - June 2011
John Hancock Financial Services April 1994 - June 2003
Skills
Microsoft Certified..., Servers, System Administration, VMware vSphere, Business Analysis, Vendor Management, Active Directory, Systems Analysis, Microsoft Office, Integration, Change Management, Disaster Recovery, Program Management, IT Strategy, Enterprise Architecture, Data Center, Project Management, Requirements Analysis, IT Management, Cloud Computing, Solution Architecture, Citrix Metaframe, Citrix XenApp, Citrix XenDesktop, ITIL, SDLC, Visio, SOA, Digital Media Delivery, Web Design, IIS, HTML, XML, DNS, Access, Web Content Management, Streaming Media, Training, IT Service Management, Photoshop
Education
Roxbury Community College
UMass Lowell
Information Technology
John Hancock Financial Services August 2015 - Present
Columbia Management June 2013 - July 2015
State Street Bank February 2013 - May 2013
State Street March 2012 - May 2013
SEI Investments June 2010 - August 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Investments, Financial Services, Securities Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Net Asset Values, Tax Accounting, RIC Tax, Excise Prep, Mutual Fund Tax, Dividends, Due Diligence, Auditing
Education
Villanova University 2007 — 2011
Bachelor's, Accounting and Finance
Villanova University, School of Business 2007 — 2011
Bachelor of Science, Business Administration, Accounting & Finance
University of Massachusetts Boston
Wayfair August 2015 - Present
CITS September 2011 - May 2015
Winn Companies June 2014 - August 2014
Agero, Inc. June 2013 - August 2013
PSG Global Solutions June 2011 - August 2011
John Hancock Financial Services July 2010 - August 2010
Massachusetts State House January 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, National Honor Society, Customer Service, Data Entry, Technical Support, Clerical Work, Data Analysis, Spanish, Critical Thinking, Time Management, Outlook
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor of Arts, Crime and Justice Studies
The English High School 2008 — 2010
Bachelors of Arts in Crime & Justice Studies, Crime & Justice, Business Administration, Sociology.
Fractl September 2012 - Present
BlueGlass Interactive January 2012 - August 2012
Voltier Digital September 2006 - February 2012
John Hancock Financial Services January 2005 - June 2005
Skills
Entrepreneurship, Web Marketing, Social Media Marketing, SEO, New Media, Digital Marketing, Online Marketing, Lead Generation, Digital Media, Creative Direction, Content Strategy, Organic Search, B2B, Sales, Strategy, Management, Leadership, Start-ups, Social Networking, Online Advertising, Marketing
Education
University of Miami
Bachelor’s Degree
BMC HealthNet Plan/Well Sense Health Plan June 2013 - Present
Sun Life Financial November 2010 - June 2013
John Hancock Financial Services September 1996 - December 2008
Knight College Resource Group January 1994 - September 1996
Skills
HIPAA, Administration, Documentation, Healthcare, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Lotus Notes, Call Centers, Health Insurance, Customer Service, Data Entry, Medicare, Claim, Insurance, Long-term Care, Medicaid, Underwriting, Employee Benefits, Microsoft Word, Microsoft Excel, Disability Insurance, Outlook, Medical Terminology, Financial Services
Education
University of Massachusetts Boston
University of Massachusetts – Some undergraduate classes with intent to obtain a bachelor’s degree
Boston English High
Diploma
BAE Systems April 2015 - Present
John Hancock Financial Services June 2014 - January 2015
John Hancock Investments June 2013 - June 2014
The Country Store April 2012 - December 2013
Restaurant June 2009 - May 2013
Circuit City May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Access, Leadership, Teamwork, Sales, Management, Business Analysis, Time Management, Process Improvement, Team Leadership, Data Analysis, Project Management, Visio, Financial Analysis, Troubleshooting, Customer Satisfaction
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Management Information Systems, GPA: 3.59
John Hancock Financial Services February 2011 - Present
John Hancock Financial Services August 2006 - January 2011
John Hancock Financial Services June 2004 - August 2006
Skills
Accounting, Account Reconciliation, Mutual Funds, Process Improvement, Financial Statements, Customer Service, Finance, Financial Analysis, Analysis
Education
UMass Boston 2007 — 2012
Bachelor's degree, Finance, General
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services August 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2013
KNF&T October 2007 - March 2008
Century Bank January 2007 - October 2007
Aramark Corporation April 2004 - January 2006
Lawrence Memorial Hospital January 2000 - January 2005
Skills
Data Entry, Policy Analysis, Process Engineering, Banking, Process Improvement, Data Analysis
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Mathematics
University of Massachusetts Dartmouth
B.S., Mathematics
Lamacchia Realty, Inc. March 2015 - Present
Century 21 Commonwealth September 2012 - February 2015
John Hancock Financial Services October 2011 - October 2014
John Hancock Financial Services 2007 - 2011
Skills
Marketing, Sales, Leadership, Customer Service, Real Estate
Education
University of Massachusetts Boston
Bachelors, Political Science and Government
InsuranceTechies - IT and Insurance Executive Search, Consulting January 2000 - Present
NP Group October 2014 - March 2015
Sharon Country Club, Sharon, MA January 2014 - December 2014
AIR Worldwide August 2014 - November 2014
Boston Financial Data Services October 2012 - October 2013
The Hanover Insurance Group August 2007 - April 2008
John Hancock Financial Services January 2001 - May 2004
Insurance Holdings of America, Inc. November 1995 - November 1999
Lockheed Martin 1985 - 1990
Skills
Technical Recruiting, Project Planning, Commercial Insurance, General Insurance, Insurance, Human Resources, Recruiting, Talent Scouting, Software Industry, Property & Casualty..., Leadership, Applicant Tracking..., Executive Search, Business Process..., Insurance Domain, Talent Acquisition, Vendor Management, Internet Recruiting, Contract Recruitment, Relationship Management, Business Analysis, Start-ups, Building Relationships, Employee Benefits, Sourcing, Temporary Placement, Management, Training
Education
University of Massachusetts, Amherst 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Major: Liberal Arts & Psychology
Greater New Bedford Vocational 1982 — 1986
High School Diploma, Machine Drafting
SHFS May 2006 - Present
Deloitte & Touche LLP November 2004 - May 2006
SFHS Inc. and RHM May 2003 - November 2004
Boston Financial Data Services November 2000 - April 2003
John Hancock Funds, Boston, MA-Retirement Services Group December 1994 - November 2000
John Hancock Financial Services 1994 - 2000
Skills
PMP Certified, Methodologies:Waterfall,..., Hyperion Enterprise, Cognos, Six Sigma, Agile Methodologies, SAP R/3, DB2, Bloomberg, Informatica, PRINCE2, Great Plains Software, ClearQuest, Brio Query, Portia, FRx, Strategic Planning, Capital Budgeting, business process..., Business Transformation, Business Case Modelling, JIRA Greenhopper, Executive Committee..., Vendor and Procurement..., PMP, OPS RISK Mitigation and..., AWD, Sungard Omni, Rational Team..., Cloud(SAAS) for..., Value Stream Mapping, Lean Management, End to End Process..., Clarity PPM system tool..., Program Management
Education
Northeastern University-MBA 1996 — 1999
MBA
University of Massachusetts Lowell
BS Accounting_Minor Computer Science
Lockheed Martin - IS&GS Global Supply Chain Operations June 2015 - Present
Lockheed Martin - IS&GS Global Supply Chain Operations November 2013 - May 2015
T. Rowe Price July 2013 - November 2013
CIEE: Council on International Educational Exchange September 2012 - May 2013
G&G Outfitters June 2010 - August 2012
SureShip a G&G Outfitters Company June 2010 - August 2012
John Hancock Financial Services February 2011 - April 2012
Skills
Microsoft Excel, Spanish, Logistics, PowerPoint, Customer Service, Microsoft Word, Inventory Management, Supply Chain Management, Supplier Management, Subcontracts Management, Federal Acquisition..., Supplier Relationship..., Supplier Diversity, Teaching, Community Service, Financial Transactions, Transportation..., Marketing
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Marketing & Supply Chain Management
John Hancock Financial Services December 2004 - Present
Skills
Business Analysis, Process Improvement, Microsoft Excel, Project Management, SDLC
Education
University of Massachusetts Boston
Bachelor of Science (B.Sc.), Electrical Engineering
John Hancock Financial Services August 2014 - Present
UMass Real Estate Club January 2010 - May 2014
Lalzit Bay Resort and Spa (Albania) January 2013 - September 2013
ERA Key Realty Services May 2011 - September 2012
Skills
Real Estate, Economics, Analysis, Financial Modeling, Microsoft Excel, Research, PowerPoint, Microsoft Word, Lotus Notes, Argus Modeling, Time Management, Social Media, Event Management, Entrepreneurship, Customer Service, Leadership
Education
University of Massachusetts 2010 — 2014
Bachelors Degree of Individualized Concentration (BDIC), Real Estate Business and Entrepreneurship
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Economics
Turner Construction Company August 2015 - Present
Student Travel Services March 2015 - March 2015
Turner Construction Company May 2014 - August 2014
Sustainability by Design / DVA Architects May 2013 - September 2013
Sports Plus December 2011 - January 2012
John Hancock Financial Services May 2011 - September 2011
Skills
Computers, Adobe Design Programs, AutoCAD, Microstation, Civil Engineering, Sustainability, Farsi, Microsoft Office
Education
University of Maryland College Park 2010 — 2015
Civil Engineering
Mercersburg Academy 2006 — 2010
Metalogix Software March 2015 - Present
Sunlife August 2013 - March 2015
John Hancock Financial Services February 2013 - August 2013
MetLife 2010 - February 2013
Santa Fe Natural Tobacco Company September 2008 - June 2010
Skills
Series 6, Mutual Funds, Series 63, Fixed Annuities, Retirement, Insurance, Sales, Financial Services, Investments, Variable Annuities, Retirement Planning, Salesforce.com, Account Management, Territory Account..., Consulting, Sales Presentations, 401k, Series 7, Life Insurance
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
University of Massachusetts, Amherst 2004 — 2008
Marketing
John Hancock Financial Services 2002 - September 2013
John Hancock Financial Services 1998 - 2002
John Hancock Financial Services 1986 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Financial Modeling, Retirement, Securities, Financial Services
Education
University of Massachusetts Boston 1984 — 1987
Bachelor of Science (BS), Accounting
face. brow & beauty bar December 2014 - Present
Blo Blow Dry Bar November 2011 - Present
John Hancock Financial Services April 2006 - May 2011
Skills
Marketing, Marketing Strategy, Sales, Social Media Marketing, Customer Service, 401k, Social Media, Series 6, Operations Management, Team Management, Successful Business..., Coaching, Entrepreneurship, Business Development, Sales Management, Management, Event Management, Social Networking, Strategic Planning, Leadership
Education
University of Toronto 2001 — 2005
Bachelor of Arts (B.A.), Political Science & Environmental Science
UMass Boston
Certificate, 401(k) Administration
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Dell March 2012 - May 2013
Sun Life Financial February 2011 - February 2012
Sun Life Financial January 2008 - January 2011
Sun Life Financial March 2003 - January 2008
Sun Life Financial February 1999 - February 2003
John Hancock Financial Services June 1998 - February 1999
Electronic Data Systems (EDS) July 1996 - July 1998
Massachusetts General Hospital December 1994 - July 1996
Skills
Relationship Management, Quality Center, Project Management, SQL, Change Control, ERP, Process Simulation, Test Planning, Leadership, Training, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Analysis, IT Management, Systems Analysis
Education
University of Massachusetts Boston
BA, Psychology
John Hancock Financial Services January 2014 - Present
Business Intelligence Advisors November 2011 - February 2013
Eaton Vance September 2008 - November 2011
Eaton Vance March 2007 - September 2008
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Equities, Financial Services, Portfolio Management, Fixed Income, Series 63, Sales
Education
University of Massachusetts, Amherst
BA, Communication / Economics
AIG December 2012 - Present
Protective Life April 2007 - November 2012
Fidelity Investments May 2004 - April 2007
Sun Life Financial, Inc September 2000 - May 2004
John Hancock Financial Services March 2000 - August 2000
AXA Advisors, LLC / The Equitable March 1999 - February 2000
CFS BANK 1995 - 1999
Skills
Insurance, Internet Recruiting, Sourcing, Human Resources, Interviews, Training, Financial Services, Investments, Sales, Management, Employee Benefits, Underwriting, Negotiation, 401k, Life Insurance, Fixed Annuities, Benefits Administration, Long-term Care, Temporary Placement, Marketing, Cold Calling, Hiring, Mutual Funds, Succession Planning, Employee Relations, Financial Advisory, PeopleSoft, Networking, Strategy, New Hire Orientations, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1991
Music Education
Monson Jr. Sr. High School
ITA Compliance, LLC March 2013 - Present
Transcend Capital, LLC November 2009 - March 2013
NFP Securities February 2007 - November 2009
CyberTrader, Inc., Charles Schwab & Co. November 1999 - January 2007
Brown & Co. March 1998 - October 1999
John Hancock Financial Services 1997 - 1998
Olde Discount Stock Brokers 1996 - 1996
Skills
Financial Services, FINRA, Equities, Series 24, Securities, Series 7, Mutual Funds, Series 63, Options, Trading, Investments, Alternative Investments, Portfolio Management, Financial Markets, Risk Management, Financial Analysis, Electronic Trading, Hedge Funds, Financial Risk, Wealth Management, Derivatives, Equity Trading, Trading Systems, Asset Management, Fixed Income, AML, ETFs, Due Diligence, OFAC, Bonds, Series 65, Management, Asset Managment, Compliance Officers, Leadership
Education
University of Massachusetts Boston 1991 — 1994
BS
John Hancock Financial Services March 2015 - Present
Wu Dao Kung Fu and Tai Chi June 2007 - Present
John Hancock Financial Services March 2009 - March 2011
John Hancock Financial September 2007 - March 2009
John Hancock Financial Services August 2005 - September 2007
Towerstream August 2004 - August 2005
Zipglobal 2003 - 2004
Navisite 2000 - 2002
Franklin Templeton Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Management, Program Management, Team Management, Situational Leadership, Project Portfolio..., SDLC, Vendor Management, Disaster Recovery, Requirements Gathering, Business Analysis, Enterprise Architecture, Business Process..., IT Strategy, Business Requirements, Financial Services, Process Improvement, AML, Integration, Visio, IT Management, IT Infrastructure...
Education
University of Massachusetts Boston
IBM February 2006 - Present
IBM 2006 - Present
John Hancock Financial Services 1981 - 2003
Skills
VMware, Cloud Computing, Disaster Recovery, SDLC, IT Strategy, Data Center, Servers, Virtualization, Business Analysis, Integration, Enterprise Architecture, Vendor Management, Enterprise Software, IT Service Management, IT Management, ITIL, Infrastructure
Education
University of Massachusetts Boston 1979 — 1980
John Hancock Financial Services May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - May 2013
John Hancock Life Insurance Company (U.S.A.) June 2009 - December 2010
John Hancock Life Insurance Company (U.S.A.) January 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) March 2006 - January 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2006
Skills
Requirements Gathering, Business Requirements, User Acceptance Testing, Business Analysis, Annuities, Lotus Notes, Documentation, SharePoint, Process Improvement, Customer Service, Coaching, Visio, Gap Analysis, Waterfall, Software Documentation, Call Centers
Education
University of Massachusetts, Amherst 2002 — 2004
Massachusetts Bay Community College 1999 — 2002
Associate's degree, Hospitality Administration/Management
John Hancock Financial Services September 2009 - Present
John Hancock December 2006 - September 2009
Skills
Recruiting, Sales, Salesforce.com, Process Improvement, Investments, Financial Services, Employee Benefits, Customer Service, Business Development, Business Analysis, Account Management
Education
University of Massachusetts Dartmouth 1998 — 2000
Marketing
Lincoln Sudbury RHS 1994 — 1998
High school Diploma
John Hancock Financial Services September 2013 - Present
John Hancock Financial Services September 2011 - September 2013
John Hancock Financial Services January 2010 - September 2011
John Hancock Financial Services August 2008 - January 2010
John Hancock Financial Services April 2003 - August 2008
Skills
CRISC, Risk Assessment, Information Control..., COBIT, Information System..., Risk Identification, Security, Information Systems..., Risk Monitoring, Information Risk, Information Control..., Vendor Management, IT Risk Management, Information Technology, IT Audit, Enterprise Risk..., Information Security, Risk Management, SSAE 16, Auditing, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Financial Risk, Financial Services, Finance, Accounting, Financial Modeling, Financial Analysis, GAAP, Financial Reporting, Internal Controls, Strategic Financial..., SEC filings, Corporate Finance, US GAAP, Valuation, Microsoft Excel, Mutual Funds, Financial Accounting, IFRS, Financial Statements, Essbase, General Ledger, Financial Planning
Education
University of Massachusetts Boston 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of South Florida 1997 — 2001
Bachelor’s Degree, Management Information Systems, General
University of South Florida 1997 — 2000
Bachelor’s Degree, Accounting
John Hancock Financial Services March 2013 - Present
John Hancock Financial Services January 2012 - March 2013
John Hancock April 2007 - December 2011
Standard & Poor's Financial Communications 2000 - 2007
McGraw-Hill Professional 2000 - 2007
Liberty Publishing, Inc. October 1996 - April 2000
Jones Company February 1992 - October 1996
Skills
Investments, Financial Services, Marketing, Mutual Funds, Management, Project Management, Integrated Marketing, Strategy, Retirement, Wealth Management, 401k, Insurance, Relationship Management, Retirement Planning, Finance
Education
University of Massachusetts, Amherst 1986 — 1992
St. John's Prep, Danvers, MA 1982 — 1986
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Interactive Data January 2005 - Present
Interactive Data January 2002 - December 2004
Fidelity Investments 1995 - 1997
John Hancock Financial Services 1992 - 1994
Skills
Market Data, Financial Markets, Fixed Income, Securities, Mutual Funds, Vendor Management, Investments, Customer Relations, New Business Development, Pricing, Back Office, Bonds, Valuation, Corporate Actions, Account Management, Excel, Negotiation, Contract Negotiations, Consultative Selling, Team Leadership, Contract Negotiation, Strategic Partnerships, Strategy, Selling, Relationship Management
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Economics
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services May 2013 - April 2015
New York Life Retirement Plan Services April 2011 - May 2013
New York Life Retirement Plan Services December 1998 - April 2011
George Beram & Company May 1990 - December 1998
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Series 63, Actuarial Consulting, Product Management, Management, Actuarial Science, Business Intelligence, Retirement, Employee Benefits, Retirement Plan..., Defined Contribution
Education
University of Massachusetts, Amherst 1981 — 1985
BS, Math and Economics
John Hancock Financial Services October 2013 - Present
John Hancock Financial Services April 2012 - October 2013
Fidelity Investments October 2006 - July 2012
Aviva Life Insurance 2003 - 2006
Fidelity Investments October 1999 - October 2003
Education
University of Massachusetts Dartmouth 1987 — 1992
English
CBCA class
CBCA class
Partners Healthcare January 2007 - Present
Self-employed April 2003 - March 2006
John Hancock Financial Services March 1988 - May 2001
Education
University of Massachusetts, Amherst 1984 — 1988
BFA, Interior Design
John Hancock October 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
John Hancock Financial Services 2007 - Present
Metropolitan Life Insurance Company October 2005 - October 2007
Aviva Life Insurance Company August 2001 - October 2005
New England Financial / Metropolitan Life April 1983 - March 2001
Skills
Fixed Annuities, Insurance, Risk Management, Financial Services, Business Analysis, Investments, Process Improvement, Mutual Funds, Pensions, Life Insurance, Training, Leadership
Education
University of Massachusetts Boston 1975 — 1979
BA, Law and Justice
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
Yardi Resident Screening January 2014 - Present
Ixxus September 2013 - December 2013
Yardi September 2009 - September 2013
Fidelity Investments 2004 - 2009
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 2000 - 2001
DST International 1999 - 2000
Liberty Mutual 1997 - 1999
Putnam Investments 1996 - 1997
Education
University of Massachusetts Boston 2000 — 2004
MS, Computer Science
Worcester Polytechnic Institute 1998 — 1998
Certificate, Unix/C/C++
University of Massachusetts Boston 1994 — 1997
BS in Management, Accounting
MongoDB University
M101J: MongoDB for Java Developers
America Residuals and Talent, Inc. (DBA ART Payroll) July 2001 - Present
MA Department of Revenue, Commonwealth of MA 2005 - 2007
Unisys Corporation 2002 - 2005
Dash.com 2000 - 2001
New England Financial - Met Life 1990 - 2000
Data Arts and Sciences 1988 - 1990
Cullinet Software 1985 - 1988
John Hancock Financial Services 1985 - 1986
Skills
Microsoft SQL Server, Project Management, Disaster Recovery, Business Analysis, SDLC, IT Management, Visio, Databases, IT Service Management, IT Strategy, Software Documentation, SharePoint, MS Project, IT Operations, Agile Methodologies, Software Project..., Requirements Analysis, Vendor Management, Integration, Enterprise Architecture, Software Development, Requirements Gathering, Business Intelligence, Systems Analysis, Data Warehousing, Business Process..., Unix, PMO, Project Portfolio..., Resource Management, SaaS, Program Management, Process Improvement, Analysis, SOA, Enterprise Software, Scrum, SQL
Education
Cambridge Institute for computer programming 1984 — 1985
Certificate, Computer Programming
University of Massachusetts, Amherst 1979 — 1983
Bachelor of Arts (BA), English
John Hancock Financial Services October 2012 - Present
KPMG April 2011 - September 2012
Boston Children's Hospital March 2010 - March 2011
Ernst & Young September 2006 - June 2009
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, US GAAP, Financial Accounting, Internal Controls, Revenue Recognition, GAAP, Private Equity, External Audit, Mergers & Acquisitions, Due Diligence, Valuation, SEC filings, CPA, IFRS, Consolidation, Assurance, Financial Audits
Education
University of Massachusetts, Amherst 2006 — 2007
Masters, Accounting
DYN LLC (DNS company ) Manchester HN October 2014 - April 2015
IDC September 2009 - January 2014
Boston Mass November 2008 - March 2009
Sallie Mae March 2006 - November 2008
IBM Corp July 2003 - July 2005
John Hancock Financial Services December 1979 - July 2003
Skills
MPLS Layer VPN and..., BGP stronger still not..., Multicast - very strong, Juniper Netscreens and..., OSPF - 13 Years, Eigrp - 3 years, F5 LTM and Foundry..., F5 GTM and NIXU DNS, Cisco Pix and Cisco ASA..., Juniper Netscreen..., Palo Alto Firewalls, Cisco Wireless, Cisco WAAS, Checkpoint FW 3 years, HP openview, Spectrum,..., 18 years Network..., CCNA, CCIE written
Education
University of Maine 1975 — 1979
BS, Finance, General
Original January 2012 - Present
SunGard 2006 - 2011
JOHN HANCOCK FINANCIAL SERVICES 2001 - 2005
Fleet Boston Financial 2000 - 2000
US TRUST 1999 - 2000
FLUOR DANIEL GTI (FDGTI) 1994 - 1997
The Boston Company 1990 - 1994
Skills
Risk Management, Project Management, Hyperion, Excel, Access, Superior Problem Solving, Innovative Solutions, Fluent:..., Forecasting, Accounting, Internal Controls, Financial Reporting, Banking, Competitive Analysis, Training, Analysis, Management, Data Analysis, Access, Finance, Variance Analysis, Account Reconciliation, Management Consulting, Cost Accounting, Financial Services, Strategy, Budgets, Due Diligence, Business Process, General Ledger, Business Process...
Education
University of Massachusetts Boston
Bachelor of Science in Accounting, Business Administration and Management, General
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2007 - March 2014
John Hancock Life Insurance Company (U.S.A.) 2007 - 2007
Lexus of Watertown 2005 - 2006
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Long-term Care, Insurance, Sales, Fixed Annuities, Series 63, Series 6, Wealth Management, Life Insurance, Retirement, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Whole Life, Sales Presentations, Universal Life, CRM, Financial Advisory, Health Insurance, Disability Insurance, Financial Services, Marketing, Employee Benefits, Mutual Funds, Retirement Planning, IRAs, 401k, Relationship Management
Education
University of Massachusetts, Amherst 1998 — 2004
English, Sociology, ROTC
John Hancock Financial Services January 2014 - Present
John Hancock Financial Services July 2011 - Present
John Hancock Financial Services August 2007 - July 2011
Skills
Business Analysis, Business Process..., MS Project, Business Requirements, Microsoft Excel, Event Planning, Customer Service, Project Planning, Program Coordination, Visio, Resource Allocation, Reporting & Analysis, Executive Support, RFP Generation, PowerPoint, Project Status Reporting, Budget Reconciliation, SharePoint, Lotus Notes, Business Process, Life Insurance, Team Building, Social Media
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), English/Communications
Tufts Health Plan December 2014 - Present
John Hancock Financial Services March 2011 - December 2014
John Hancock Life Insurance Company (U.S.A.) July 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) July 2007 - July 2010
Education
University of Massachusetts Boston 2008 — 2011
Master of Accounting
Belarusian State University 1999 — 2002
Bachelor, Management
John Hancock Financial Services August 2010 - Present
Suffolk Construction April 2007 - April 2010
Skills
Outlook, Lotus Notes, Travel Management, Schedule Management, Exepense Reporting, Concur, Office Management, Invoicing, Expenses, Administration, PowerPoint, Strategic Planning, Customer Service, Project Management, Office Administration, Contract Negotiation, PeopleSoft, Project Planning, Administrative Work
Education
University of Massachusetts Boston
Private Investment Management Company July 2000 - Present
John Hancock Financial Services August 1967 - January 1996
Skills
Retirement Planning, Management, Retirement, Research, Microsoft Office, Data Analysis
Education
University of Maryland College Park 1960 — 1963
BS, Economics & Literature, Law
Kent School, Kent, CT 1952 — 1956
Diploma, BS Liberal Arts requirements
John Hancock Financial Services September 2012 - Present
John Hancock Financial Services May 2011 - August 2012
University of Massachusetts Dartmouth September 2006 - May 2010
Lasky HomeSmith Services 2004 - 2010
Marty's Fine Wine and Liquor June 2007 - September 2009
Skills
Access, PowerPoint
Education
University of Massachusetts Dartmouth 2005 — 2010
Human Resources Management, Human Resources Management/Personnel Administration, General
John Hancock Investments May 2014 - Present
John Hancock Financial Services July 2013 - January 2014
RuffaloCODY August 2012 - July 2013
MFS Investment Management January 2012 - June 2012
The Body Shop November 2010 - November 2011
Skills
Mutual Funds, Management, Retirement Planning, Series 6, Series 63, Financial Reporting, CRM, Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Lowell 2010 — 2014
Business (Finance & Marketing)
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services June 2011 - August 2011
Assistant to Professional Handler January 2008 - May 2010
Skills
Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Minitab, JavaScript, Lotus Notes, DST SmartDesk, AWD, TA2000, Rumba, SharePoint, Access
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration, Business Management
Isenberg School of Management
Novogradac & Company LLP June 2010 - June 2013
John Hancock Financial Services June 2009 - August 2009
Skills
GAAP, Accounting, Financial Reporting, Auditing, Tax Preparation, General Ledger, Tax, Financial Statements, Fixed Assets, ProSystem fx Tax, Tax Accounting, QuickBooks, Partnership Taxation, Tax Returns, Financial Analysis
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Liberty Mutual Insurance 2013 - Present
John Hancock Financial Services 2012 - 2013
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
South Shore Savings Bank 2006 - 2009
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science, Accounting, 3.7
Lincoln Financial Group January 2015 - April 2015
Fidelity Investments December 2006 - July 2013
Manulife Financial August 2002 - November 2006
John Hancock Financial Services October 2000 - August 2002
Putnam Investments 1999 - 2000
Skills
Finance, Bloomberg, SharePoint, Investments, Portfolio and Security..., Financial Services, Charles River IMS, Business Objects Data..., Data Analysis, Microsoft Office, Disaster Recovery, Fixed Income, Equities, Trading, Analysis, Portfolio Management, Data Management, Project Management, Asset Management, Business Analysis, Compliance Management
Education
University of Massachusetts at Lowell
Bachelor of Science, Finance
John Hancock Financial Services May 2014 - August 2014
Great-West Life May 2013 - April 2014
Skills
Life Insurance, Insurance, Retirement, Actuarial Science, Quantitative Finance, Valuation
Education
University of Manitoba
Bachelor's Degree, Actuarial Mathematics & Finance
John Hancock Financial Services March 2015 - Present
Northwestern Mutual May 2014 - August 2014
UMass Amherst Annual Fund May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Stata, Statistics
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (BS), Economics
Andover High School 2006 — 2010
John Hancock Financial Services 2008 - Present
John Hancock Financial Services 2003 - 2010
Education
University of Massachusetts, Amherst
Bachelor's Degree, Food Science
Federal Home Loan Bank of Boston November 2008 - Present
First Marblehead July 2004 - November 2008
John Hancock Financial Services July 1987 - July 2004
Skills
IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Sarbanes-Oxley, Financial Risk, SAS70, Process Improvement, SDLC, Banking, Financial Services, Risk Management, Financial Analysis, Vendor Management, Business Analysis
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's Degree, Accounting
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services May 2013 - June 2014
Skills
Financial Analysis, Microsoft Excel, Investments, Risk Management, Financial Modeling, Business Analysis, Analysis, Accounting, Financial Reporting, Process Improvement
Education
University of Massachusetts, Amherst 2008 — 2013
Bachelor’s Degree, Mathematics
Dedham High School 2005 — 2008
High School
John Hancock Financial Services June 2011 - Present
Sunderland Elementary October 2010 - May 2011
Skills
Insurance, PowerPoint, Project Management, Microsoft Excel, Process Improvement, Business Analysis, Investments, Accounting, Social Media, Team Building, Financial Analysis, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, Research, Teaching
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor’s Degree, Psychology