John Hancock Funds
John Hancock Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
John Hancock Funds Salaries. You can even request information on how much does John Hancock Funds pay if you want to. Learn about salaries, pros and cons of working for John Hancock Funds directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
174 John Hancock Funds employees in database. Find out everything there's to know about John Hancock Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
John Hancock Funds Employees
Tufts Health Plan 2011 - Present
Brian Phillips Photography 2002 - 2011
Tufts Health Plan 2005 - 2008
John Hancock Funds 2001 - 2004
Corey & Company 1999 - 2001
Skills
Project Management, Photography, Editorial, Event Management, Event Planning, Corporate Events, Customer Service, Meeting Planning, Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Business Strategy, Operations Management, Proposal Writing, Market Research, Product Management, Branding & Identity, New Business Development
Education
Suffolk University 1998 — 2000
BSBA, Marketing / Management, cum laude
Harvard Extension School
Graduate Course in Marketing Management, Marketing
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Histopathology - Pathline/Emerge Laboratories October 2015 - Present
Quest Diagnostics January 2013 - October 2015
AmeriPath December 2009 - February 2013
John Hancock Funds October 2007 - December 2009
US Army May 2002 - July 2007
Skills
Leadership, Sales Operations, Sales, Strategic Planning, New Business Development, Marketing, Project Planning, Time Management, Hospitals, Healthcare, Team Building, Cross-functional Team..., Process Improvement, Managed Care, Account Management, Team Leadership
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Executive MBA
United States Army Ranger School
Providence College 1998 — 2002
Bachelor of Science, Business Management
Wells Fargo September 2013 - Present
Rage Productions 2008 - Present
Crash Test Studios LLC 1999 - 2008
John Hancock Funds 1996 - 1998
John Hancock Funds September 1995 - November 1996
Skills
Social Media, Recording, Social Media Marketing, Music, Microsoft Office, Video Production, Entertainment, Advertising, Music Production, Pro Tools, Event Management, Marketing, Film, Music Industry, Composition, Sound, Singing, Audio Engineering, Facebook, Songwriting, Creative Direction, Customer Service, Band, Studio Recording, Digital Marketing, Photoshop, Digital Media, Direct Sales, Sales Presentations, Blogging, Photography, New Media, Television, Video Editing, Social Networking, Online Marketing, Sound Design, Radio, A&R, Music Publishing, Editing, Sales, Creative Writing, Email Marketing, Online Advertising, Voice Over, Music Licensing, Video, Real Estate Financing, Guitar Playing
Education
Shore Country Day School
Colby College 1991 — 1995
Bachelor of Arts (B.A.), International Business, Music
American University 1994 — 1994
International Business
St. Paul's School 1988 — 1991
High School Diploma
Musicians Institute 1998 — 2000
Audio Engineering/Production Certificate, Music Business and Technology
John Hancock Investments September 2012 - Present
John Hancock November 1993 - September 2012
John Hancock Funds November 1993 - September 2012
John Hancock Financial Services 1993 - September 2012
Skills
Leadership, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Financial Services, Marketing, Retirement Planning, Retirement, Asset Management, Series 63, 401k, Management, Strategic Planning, Asset Managment, Strategy, Mergers & Acquisitions, Alternative Investments, Insurance, Securities, Asset Allocation
Education
Northeastern University 1998 — 2000
Master of Finance, Finance, General
Boston University Questrom School of Business 1989 — 1993
Bachelor's degree, Business Administration and Management, General
John Hancock Funds November 2005 - Present
John Hancock Funds 1999 - November 2005
John Hancock Signature Services March 1998 - August 1999
Skills
Investment Advisory, Retirement Plan..., Wealth Management, Investment Strategies, Strategic Financial..., Financial Markets, Securities, Separately Managed..., Investments, Asset Managment, Insurance, Life Insurance, Fixed Annuities
Education
Salem State College 1995 — 1998
Bachelor of Science (B.S.), 3.1
Nationwide Financial January 2013 - Present
John Hancock Funds July 2002 - December 2012
Fidelity Investments 1999 - 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation, Series 6, Retirement, Financial Services, Alternative Investments, Asset Management, Separately Managed..., Sales, Securities, Public Speaking, Event Planning, 401k, Series 65, Sales Management, Series 24, Investment Advisory
Education
Sparta High School
State University of New York Empire State College
MFS Investment Management January 2010 - Present
MFS Investment Management October 2007 - January 2010
John Hancock Funds August 1998 - 2007
Education
Colorado College 1989 — 1993
Bachelor of Science (BS), Psychology
General H.H. Arnold High 1986 — 1989
SmartTrust® UITs June 2015 - Present
RC Securities February 2012 - March 2015
Wells Real Estate Funds March 2000 - August 2011
John Hancock Funds March 1994 - January 1999
Colonial Mutual Funds September 1990 - March 1994
Skills
Series 7, Series 24, Series 63, Alternative Investments, REITs, Mutual Funds, Variable Annuities, ALL Distribution..., RIA Channel, Wirehouse Channel, Independent..., Bank Channel, Separate Accounts, New England Region, NYC Metro Region, Northeast Region, Boston Based, Wholesaler, Regional Vice President, REIT, Distribution Strategies, Investments, Securities
Education
Northeastern University 1981 — 1986
BS, Business Administration- Marketing
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
PPM America 2004 - Present
John Hancock Funds 2000 - 2004
Federated Investors 1997 - 2000
Price Waterhouse 1992 - 1995
Army National Guard 1987 - 1988
United States Army 1983 - 1987
Skills
Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Equity Research, Valuation, Securities, Financial Analysis, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
Master of Accounting, Accounting
University of North Carolina at Charlotte 1989 — 1991
Bachelor of Science, Accounting, magna cum laude
Eastern Bank March 2006 - Present
John Hancock Funds 1990 - 2006
Skills
Banking, Risk Management, Financial Services, Financial Analysis, Credit, Finance, Strategic Planning, Internal Controls, Customer Service, Portfolio Management, Internal Audit, Management
Education
Boston University 1996 — 1998
Masters, Multinational Commerce
Plymouth State University 1986 — 1990
Baccalaureate, Marketing & Economics
Lightship Wealth Strategies, Inc. September 2015 - Present
Art beCAUSE Breast Cancer Foundation August 2013 - Present
Triad Advisors March 2011 - September 2015
EMC June 2008 - April 2011
John Hancock Funds January 2006 - April 2008
Skills
Investments, Investment Strategies, Retirement Planning, Mutual Funds, Portfolio Management, Strategy, Finance, Wealth Management, Life Insurance, Financial Advisory, Strategic Planning, Management, Financial Modeling, Asset Allocation, Financial Planning, Alternative Investments, Securities, Competitive Analysis
Education
Boston University 2013 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services
Boston University - School of Management
Business Administration, Finance
Prudential Investments April 2014 - Present
TS Capital, LLC December 2011 - April 2014
John Hancock Annuities June 2011 - November 2011
John Hancock Funds October 2007 - June 2011
Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services
Education
Bowdoin College 2002 — 2006
B.A., Economics and Government/Legal Studies
Belmont Hill School 1998 — 2002
Columbia Threadneedle Investments, US March 2014 - Present
Columbia Management December 2012 - March 2014
John Hancock Funds April 2012 - December 2012
John Hancock Funds January 2010 - April 2012
John Hancock Funds September 2007 - January 2010
John Hancock Funds June 2006 - September 2007
Deutsche Asset Management/Scudder Investments December 2003 - June 2006
Deutsche Asset Management/Scudder Investments December 2002 - November 2003
Deutsche Asset Management/Scudder Investments September 2001 - November 2002
Deutsche Asset Management/Scudder Investments June 2000 - August 2001
Skills
Mutual Funds, Financial Services, Email Marketing, Marketing Communications, Marketing, Direct Marketing, Marketing Strategy, Wealth Management, Multi-channel Marketing, Series 6, Leadership, Management, Business Intelligence, Team Management, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Masters of Business Administration, Concentration in Marketing
Augustana College 1996 — 2000
B.A., Psychology
CAST Management Consultants June 2000 - Present
John Hancock June 1996 - June 1998
John Hancock Funds September 1993 - June 1996
Liberty Securities Corp June 1992 - September 1993
Skills
Insurance, Mutual Funds, Banking, Wealth Management, Securities, Financial Modeling, Financial Analysis, Mergers, Management Consulting, Risk Management, Business Process..., Asset Managment, Investments, Process Improvement, Business Strategy, Competitive Analysis, Business Analysis, Valuation, Business Development, Financial Services, Finance, Strategy, Mergers & Acquisitions, Asset Management
Education
Boston University Graduate School of Management 1998 — 2000
MBA, International Management
Westfield State College 1988 — 1992
BS, Accounting
IGP - John Hancock June 2012 - Present
IGP - John Hancock June 2005 - June 2012
GunnDesign, LLC February 2005 - July 2005
Asset Communications, Inc. August 2002 - February 2005
John Hancock Funds January 2001 - August 2002
John Hancock Funds March 1999 - January 2001
John Hancock Signature Services October 1997 - March 1999
Skills
Employee Benefits, Insurance, Investments, Mutual Funds, Group Benefits, Retirement, Pensions, New Business Development, Financial Planning, Banking, Financial Services, Sales, Fixed Annuities, CRM, Marketing Strategy, Strategic Financial..., Alternative Investments, Disability Insurance, Business Development, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 1990 — 1995
BBA, Marketing
Divorce Financial Strategies LLC January 2008 - Present
LPL Financial April 2013 - Present
Corby Asset Management 2006 - 2011
WB Smith Companies 2006 - 2008
Deutsche Asset Management 2000 - 2004
John Hancock Funds 1997 - 2000
Connecticut Mutual/Massachusetts Mutual Life Insurance Companies 1988 - 1996
State Mutual Life Assurance Company 1983 - 1988
Rhode Island Hospital Trust Bank 1974 - 1983
Education
Bryant University 1974 — 1977
M.B.A., Management
University of Rhode Island - College of Business Administration 1970 — 1974
BS, Finance
University of Rhode Island - College of Business Administration 1970 — 1974
B.S., Finance
Navellier and Associates March 2011 - Present
Cabot Money Management June 2009 - September 2010
Tuckerbrook Alternative Investments September 2007 - June 2009
Morgan Stanley Investment Management August 1997 - July 2007
John Hancock Funds 1991 - 1994
John Hancock Funds 1991 - 1994
Skills
FINRA Series 7 licensed, Portfolio Management, Investments, Alternative Investments, Asset Management, Mutual Funds, Equities, Wealth Management, Series 7, Asset Allocation, Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
M.S., Finance
Boston College 1978 — 1982
B.S., Economics & Biology
John Hancock Funds October 2005 - Present
John Hancock Funds, LLC October 1999 - September 2005
John Hancock Funds, LLC 1996 - 1999
Education
Colby College 1991 — 1995
Economics/Finance/Mathematics
Loomis Chaffee School 1988 — 1991
Boston Celtics July 2003 - Present
John Hancock Funds January 1995 - July 2003
Skills
Adobe Creative Suite, Advertising, InDesign, Social Media Marketing, Graphic Design, Sports Marketing, Typography, Branding & Identity, Photoshop, Illustrator, Web Design, Creative Direction, Photography, Logo Design, Interaction Design, Marketing, Creative Strategy, Corporate Branding
Education
Northeastern University 1991 — 1993
Graphic Design
Bryant University 1986 — 1990
BSBA
John Hancock Funds June 2013 - Present
John Hancock Funds February 2013 - June 2013
John Hancock Funds July 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - May 2011
John Hancock Funds June 2010 - August 2010
Pax World Funds May 2009 - September 2009
Skills
Bloomberg, Investments, Fixed Income, Mutual Funds, Equities, Finance, Portfolio Management, Hedge Funds, Securities, Derivatives
Education
Providence College 2007 — 2011
Finance
St. Thomas Aquinas High School
State Street Corporation December 2010 - Present
John Hancock Funds June 2008 - December 2010
Mass Appeal Entertainment September 2009 - May 2010
Skills
Marketing Communications, Marketing, Social Media, Social Media Marketing, Digital Marketing, Marketing Strategy, Integrated Marketing, Web Analytics, Corporate Communications, Direct Marketing, Online Marketing, Project Management, Advertising, Microsoft Excel
Education
Husson University 2004 — 2008
Degree: Bachelor of Science, Business Administration; Marketing
Touchstone Investments November 2012 - Present
John Hancock Funds January 2002 - October 2012
Education
Boston University Questrom School of Business 2009 — 2010
MS, Investment Management
Ithaca College 1998 — 2001
BA, Econmics
Brighton High School 1994 — 1997
Diploma
Putnam Investments March 2014 - Present
Infosys Limited October 2011 - March 2014
Deloitte & Touche LLP 2009 - 2011
Columbia Management - subsidiary of Bank of America 2006 - 2009
Bank of America 2004 - 2006
Columbia Management - subsidiary of Bank of America 2000 - 2004
John Hancock Funds 1996 - 1999
First Data Corporation - The Shareholder Services Group 1994 - 1996
Fleet Bank 1991 - 1994
Bank of New England 1985 - 1991
Skills
Asset Management, Mutual Funds, Budgeting, Compliance, Management Consulting, Business Strategy, Financial Modeling, Banking, Financial Analysis, Business Analysis, Business Planning, Financial Management, Forecasting, Change Management, Strategic Planning, Financial Planning, Operations Management, Strategy Development, P&L Management, Reporting & Analysis, Program Management, Business Process, Business Management, Process Improvement, Strategy, Management, Risk Management, Strategic Financial..., Financial Services, Analysis, Due Diligence, Outsourcing, Project Management, Integration, Internal Controls, Finance, Investment Banking, Business Process..., Training, Insurance, Executive Management, Portfolio Management, Vendor Management, Investments
Education
Northeastern University
Bachelor of Science Degree in Business Administration, Accounting Major
GPS Investment Advisors, LLC February 2007 - Present
401(k) Advisors 2008 - Present
RI Commodores 2009 - 2014
Neighborhood Health Plan of Rhode Island 2005 - 2013
Blithewold 2001 - 2007
Financial Architects Partners 2000 - 2007
John Hancock Funds 1993 - 2000
Skills
Fiduciary Liability..., Investment Advisory, Vendor RFP..., Employee Education, Retirement Planning, Securities, Retirement, Analysis, Series 7, Wealth Management, Investments, Employee Benefits, 401k, Mutual Funds, Asset Managment, Asset Management
Education
Suffolk University Law School 1993 — 1997
Juris Doctor
Connecticut College 1985 — 1989
B.A., History/Hispanic Studies
Moses Brown 1980 — 1985
High School
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
PNC September 2013 - Present
Wells Fargo Advisors LLC Private Client Group October 2011 - January 2013
Bell Rock Capital February 2009 - October 2011
Putnam Lovell NBF August 2000 - May 2004
John Hancock Funds July 1994 - August 2000
Skills
Hedge Funds, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Series 7, Financial Services, Options, Investments, Equity Research, Financial Modeling, Securities, Asset Allocation, Mutual Funds, Finance, Investment Strategies
Education
Franklin College
Simmons College
AS, Finance and Marketing
University of New Hampshire
Business
Wellesley Investment Advisors, Inc. October 2009 - Present
Morningstar December 2003 - October 2009
John Hancock Funds December 2000 - September 2003
John Hancock Funds 1998 - 2000
John Hancock Funds 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Managed Money (funds,...
Education
Suffolk University - Sawyer Business School 2001 — 2006
MBA
Bates College 1990 — 1994
BA, Psychology
Disciplined Alpha LLC April 2013 - Present
MIT Sloan School of Management 2011 - Present
Cadence Capital Management 2008 - March 2013
Batterymarch Financial Management 2007 - 2007
D.A. Capital Managament, LLC 2001 - 2006
Invesco 1999 - 2001
John Hancock Funds 1995 - 1999
Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance
Education
EDHEC Business School 2012 — 2015
PhD, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
M.B.A., Finance & International Studies
Harvard University 1987 — 1991
A.L.M., Biology
University of Notre Dame 1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program
Fairfield College Preparatory School 1979 — 1983
John Hancock August 2011 - Present
Kulea Childcare Villages May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - August 2011
John Hancock Funds December 1995 - December 2006
Skills
Compliance, Insurance, Public Speaking, Life Insurance, Mutual Funds, Series 6, Process Improvement, Customer Service, Leadership Development, Team Building, Risk Management, Operations Management, Employee Benefits, Coaching, Project Management, Project Planning, Change Management, Financial Services, Leadership, Business Analysis, Analysis
Education
Timberlane 1984 — 1988
Plymouth State University
Robinson & Cole LLP March 2011 - Present
Robinson & Cole LLP April 2010 - March 2011
Aetna September 2008 - May 2010
John Hancock Funds July 2007 - June 2008
John Hancock Funds September 2005 - July 2007
Skills
Marketing Communications, Event Planning, Public Relations, Marketing Strategy, Business Development, Social Media, Writing, Copy Editing, Work Process Improvement, Business Analysis, Analytical Approach, Search Engine..., Volunteer Leadership, Marketing, Newsletters, Media Relations, Event Management, Social Media Marketing, Blogging, Press Releases
Education
Florida State University 2001 — 2005
B.S.
Creative Impact Agency October 2013 - August 2014
Allied Integrated Marketing December 2009 - October 2013
London/Stroud Casting February 2012 - March 2012
Universal Studios August 2008 - August 2011
Susie Farris Casting June 2008 - August 2008
John Hancock Funds October 2006 - April 2008
Sacred Heart School September 2007 - December 2007
Lisa Miller Katz Casting May 2005 - May 2006
Aisha Coley Casting April 2005 - June 2005
Skills
Television, Film, Entertainment, Theatre, Proofreading, Casting, Advertising, Comedy, Copy Editing, Drama, Film Production, Creative Writing, Screenwriting, Publishing, Publicity, Commercials, Magazines, Social Media, Event Management, Blogging, Outdoor Advertising, Talent Casting, Script Coverage, Script Editing, Text Editing, Direct Mail
Education
Emerson College 2006 — 2008
Master of Arts (M.A.), Theatre Education
Syracuse University
Bachelor of Science (B.S.), Magazine
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Mt. Washington Bank February 2008 - Present
John Hancock Funds April 1995 - December 2006
John Hancock Financial Network June 1974 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Acess, Project Management, Accounting, Tax Preparation, Investments, Employee Training, Customer Service, Disaster Recovery, Banking, Financial Reporting, Retail Banking, Asset Management, Financial Analysis, Equities, Finance, Financial Services, Mutual Funds, Portfolio Management
Education
Bentley University 1976 — 1989
Bachelor of Science (BS), Accounting
Blue Cross Blue Shield March 2012 - Present
ING (Formerly CITISTREET) March 2007 - November 2011
MetLife (Formerly New England Financial) February 2001 - March 2007
JOHN HANCOCK FUNDS December 1998 - February 2001
MARCHIEL & ASSOCIATES October 1998 - November 1998
NEW ENGLAND FUNDS September 1995 - July 1998
State Street Research March 1994 - September 1995
Colonial Investor Service Center April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC November 1992 - April 1993
BFDS May 1990 - November 1992
Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint
Education
Quincy College
degree, Computer Science
Griffin Capital Securities September 2012 - Present
John Hancock Funds October 2005 - September 2012
Dreyfus September 2003 - October 2005
Federated Investors February 1998 - September 2003
Skills
Licenses 6, 7, 63, 65,..., Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments
Education
Boston College - Carroll School of Management 1994 — 1997
Bachelor of Science, Marketing
Prague School of Economics
Wharton SII
John Hancock Funds January 2010 - Present
John Hancock June 2008 - December 2009
John Hancock October 2005 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Wealth Management, Sales, Series 24, 401k, Alternative Investments, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Series 65, Strategic Financial..., Defined Contribution, Series 6, Securities, Investments, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance
Andover High School 1995 — 1999
BlackRock September 2015 - Present
Ned Davis Research, Inc. March 2012 - Present
John Hancock Funds November 2011 - March 2012
John Hancock Funds June 2009 - November 2011
John Hancock Funds May 2008 - September 2008
Skills
Series 7, PowerPoint, Mutual Funds, Investments, Series 63, Bloomberg, Finance, Equities, Sales
Education
Providence College 2005 — 2009
finance, economics
OppenheimerFunds July 2011 - Present
John Hancock Funds June 2010 - July 2011
DWS Investments / Deutsche Bank March 2007 - October 2009
High Pointe Capital Management October 2003 - January 2007
Safeco Asset Management January 2001 - September 2003
Northern Trust Global Investments June 1998 - January 2002
Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management
Education
College of the Holy Cross
Bachelor of Arts degree, English major
DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration
Cort Communications January 2012 - December 2014
Marriott and Holiday Inn Express Hotels March 2011 - January 2012
Harvard University Extension School September 2008 - May 2011
TABBLO INC July 2006 - April 2007
NATIXIS FUNDS DISTRIBUTORS March 2001 - February 2002
Freedom Securities Corporation April 1983 - March 2001
FREEDOM SECURITIES CORPORATION January 1995 - January 2000
JOHN HANCOCK FUNDS January 1992 - January 1995
FREEDOM SECURITIES CORPORATION January 1990 - January 1992
Freedom Securities Corporation January 1988 - January 1990
Skills
Market Research, Strategy, Business Development, New Business Development, Strategic Planning, Business Planning, Sales, Marketing Management, Digital Marketing, Online Advertising, Online Marketing, SEO, Web Analytics, Investments, E-commerce, Sales Management, Account Management, Salesforce.com, Digital Strategy, Social Media, Social Media Marketing, Blogging, Email Marketing, Financial Services
Education
HARVARD UNVERSITY EXTENSION SCHOOL 2009 — 2011
New England College 1977 — 1981
Bachelor of Arts, Political Science and Government
Pioneer Investments April 2013 - Present
Pioneer Investments August 2005 - April 2013
Pioneer Investments March 2004 - August 2005
John Hancock Funds April 2001 - March 2004
ADP January 2000 - April 2001
Skills
Investments, Series 63, Series 7, Asset Allocation, Mutual Funds, Coaching, Wealth Management, Asset Management, Great Motivator, Leadership Development, Series 6, Retirement Planning, Alternative Investments, Fixed Annuities, Securities, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies, Separately Managed..., 401k, Financial Services
Education
University of New Orleans 1990 — 1994
Lesley University
Business, Management, Marketing, and Related Support Services
Hawaiian Airlines September 2014 - Present
Hawaii Gas September 2011 - November 2013
Fidelity Investments October 2009 - September 2010
Watson Wyatt November 2007 - October 2008
OppenheimerFunds June 2006 - September 2006
Central Pacific Bank/City Bank September 2002 - August 2005
John Hancock Funds March 2001 - June 2002
State Street Corp. January 1999 - March 2001
Skills
Valuation, Financial Analysis, Financial Services, Market Research, Loans, Financial Modeling, Asset Managment, Finance, Research, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Due Diligence, Financial Reporting, Derivatives, Asset Management, Equity Research, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Boston University Questrom School of Business 1994 — 1998
BSBA
Fortis Investments 2003 - 2008
John Hancock Funds May 1998 - December 2003
Hagler, Mastrovita & Hewitt 1994 - 1998
Education
Chartered Financial Analyst 1995 — 1997
CFA, Chartered Financial Analyst
Brown University
AB, Economics
Neutra Design August 2003 - Present
Jack Morton Worldwide 2007 - April 2012
DogWatch Hidden Fences August 2006 - October 2007
Boathouse 2005 - 2006
John Hancock Funds October 1999 - August 2003
Putnam Investments April 1996 - October 1999
Fidelity Investments July 1993 - April 1996
American Reportory Theatre September 1989 - June 1993
Boston Magazine May 1987 - January 1989
Skills
Corporate Identity, Advertising, Collateral Design, Art Direction, Print Collateral, Adobe Creative Suite, Creative Direction, Graphic Design, Annual Reports, InDesign, Illustrator, Photoshop, Logo Design, Brochures, Typography, Brand Development, Creative Development, Concept Development, Copywriting, Visual Communication, Writing, Email Marketing, Marketing Communications, Website Development, Graphics, Magazines, Web Design, Print Production, Direct Mail, Mac, Direct Marketing, Collateral, Layout, Art, Posters, Corporate Branding, Creative Strategy, Marketing, Catalogs, Interaction Design, Branding & Identity, Illustration
Education
Sea Education Association 1989 — 1989
C-104, martime studies, marine science, seamanship, sailing
Massachusetts College of Art 1983 — 1987
BFA, Design, with Departmental Honors
Univita Health Inc March 2013 - August 2015
Univita Health Inc May 2011 - March 2014
Univita Health Inc December 2009 - April 2011
Univita Health Inc May 2001 - December 2009
Positive Output, LLC November 2000 - May 2001
Cargo Service Centers August 2000 - November 2000
Tech. Develop and Consulting, Inc February 2000 - August 2000
Ameriserve Corporation January 1999 - February 2000
John Hancock Funds August 1998 - January 1999
Real 3D May 1998 - August 1998
Skills
Crystal Reports, Boating, Healthcare, Unix, Databases, Microsoft SQL Server, Windows, HTML, Access, Business Analysis, Computer Science, Customer Service, Data Analysis, Data Analytics, Data Warehousing, Fishing, Geographic Information..., IT Leadership, Leadership, Martial Arts, Management, Marine Corps, Medicare, Medicaid, Managed Care, Medical Terminology, MS programs, Project Management, MS Project, MS Excel Pivot Tables, Motorcycle Safety, Private Pilot, Requirements Gathering, SDLC, Technical Requirements..., Youth Mentoring, Visio, SQL, Troubleshooting, Visual Basic, Integration, Analysis, Software Documentation, SharePoint, Business Intelligence, Agile Methodologies, Microsoft Office, HIPAA, Process Improvement, .NET
Education
Colorado Technical University 2004 — 2007
MBA, IT Management
Florida International University 1992 — 1996
Bachelors of Science, Management Information Systems - Electrical Engineering
OppenheimerFunds March 2004 - Present
John Hancock Funds September 1993 - 2003
Education
Syracuse University 1989 — 1993
B.A. Economics, Economics & International Relations
BFT Advisors 2010 - Present
PNC Wealth Management 2008 - 2010
John Hancock Funds 2004 - 2007
Skills
Investments
Education
Suffolk University Law School 2004 — 2008
JD, Estates and Trusts
John Hancock Funds June 2012 - Present
Merrill Lynch September 2001 - April 2012
2004 - March 2012 January 2001 - January 2004
Merrill Lynch January 1998 - January 2001
Morgan Stanley January 1994 - January 2001
Skills
Investments, Strategic Financial..., Wealth Management, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Asset Allocation, Finance, Portfolio Management, Insurance, Series 7, Financial Advisory, Uniform Combined State..., Business Development, Mutual Funds, Alternative Investments, Series 63, Wealth Management..., Asset Management, Investment Advisory, Securities, Equities, Retirement Planning, Investment Strategies, Fixed Income, Financial Services, Hedge Funds
Education
Dowling College 1988 — 1992
Bachelor of Science, Finance
Junxure September 2008 - Present
Salient Surgical Technologies, Inc. November 2006 - September 2008
John Hancock June 2006 - November 2006
Investors Capital Corporation August 2002 - May 2006
John Hancock Funds 1998 - 2002
Skills
Needs Analysis, Instructional Design, Course Development, Course Design, Platform Delivery, Large Group Facilitation, Small Group Training, Project Management, Online Training, Presentation Development, Group Presentations, Presentation Preparation, Sales Skills Training, Sales Trainings, One-on-One Coaching, Software Training, Technical Training, Soft Skills Training, Product Training, Professional..., Managerial Experience, Training Workshops, Staff Development, Hands-on Training, Training, Management, Sales, Selling Skills, Customer Service, Team Leadership, Software Documentation, E-Learning, Business Development, Sales Management, Sales Process, Employee Training, Program Management, CRM, Team Building, Enterprise Software, Salesforce.com, Marketing, Selling, Technical Writing, Training Delivery, Software Implementation
Education
University of Illinois at Urbana-Champaign 2008 — 2009
M.Ed., Online Learning and Adult Education
Plymouth State University 1992 — 1996
B.S., Childhood Studies/Outdoor Education
Garda Consultants March 2012 - Present
Hyde Park Pain Management, LLC December 2013 - Present
Cakewalk by Roland September 2001 - March 2012
Cakewalk December 1999 - September 2001
John Hancock Funds June 1998 - December 1999
Skills
New Business Development, Software Sales, Partner Management, Product Management, Audio, Music, Music Production, Video Production, Sound, CRM, Audio Engineering, Music Industry, Strategic Partnerships, Strategy, Consumer Electronics, Recording, Product Marketing, Competitive Analysis, E-commerce, Go-to-market Strategy, Business Development, Multi-channel Marketing, Brand Development, Retail, Online Advertising, Mobile Applications, Social Media Marketing, Digital Media, Online Marketing, Start-ups, User Experience, Management, Email Marketing, Marketing, Sales, Marketing Strategy
Education
Babson College
BS
Boston University
MBA
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Standard Life Investments October 2013 - Present
John Hancock Funds 2011 - 2013
John Hancock Funds, LLC 2005 - 2011
John Hancock Funds 2002 - 2005
John Hancock Funds 1999 - 2002
John Hancock Funds 1998 - 1999
Genesys Software Systems 1997 - 1998
Manulife Financial (formerly North American Security Life) 1994 - 1997
North American Security Life 1990 - 1994
Skills
product positioning, advertising and..., Ability to build..., Positioning, Series 7, Product Marketing, Complex Project..., Alternative Investments, Mutual Funds, Investments, Asset Allocation, Wealth Management, Competitive Analysis, Series 63, Strategy, Series 6, Financial Services, Asset Managment, Business Development, Equities, Fixed Annuities, Retirement, Strategic Communications, Integrated Marketing, Asset Management, Portfolio Management, Securities, Investment Advisory
Education
Suffolk University
MBA, Finance
University of New Hampshire
BA, Psychology
College of Financial Planning
Chartered Retirement Planning Counselor (CRPC)
Fidelity Investments June 2013 - Present
John Hancock Funds February 2011 - June 2013
AXA Equitable September 2009 - February 2011
Putnam Investments January 2008 - September 2009
Skills
Series 7, Series 66, CRPC, Life & Health Insurance..., Uniform Combined State..., Mutual Funds, Retirement Planning, IRAs, 401k, Alternative Investments, FINRA, Financial Advisory, Financial Analysis, Fixed Annuities, Insurance, Investment Advisory, Investment Management, Retirement, Securities, Strategic Financial..., Variable Annuities, Asset Allocation
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
Homestead Hospice and Palliative Care January 2009 - Present
Homestead HOPE Foundation January 2009 - Present
Home & Hospice Advantage, Inc. January 2006 - December 2008
Hospice Advantage, Inc. June 2005 - January 2006
Beacon Hospice and Palliative Care January 2001 - February 2005
John Hancock Funds 1997 - 2000
Skills
Home Care, Healthcare, Public Speaking, Hospitals, Non-profits, Medicare, Elder Care, Case Managment, Healthcare Management, Medicaid, Managed Care, Nursing, Seniors, Long-term Care, Leadership, Sales Management, Business Development, Alzheimer's disease, Physician Relations, Utilization Management, Clinical Research, Management, Training, HIPAA, Leadership Development, Nonprofits, Community Outreach, Social Services, Marketing, Patient Advocacy, EMR, Sales, Strategy, Healthcare Consulting, Healthcare Industry, Case Management, Disease Management, Physicians
Education
Ithaca College 1986 — 1990
Bachelor of Arts (BA), Psychology and Business
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
John Hancock Funds September 2010 - February 2013
John Hancock Annuities June 2008 - September 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - June 2008
Skills
Series 6, Series 7, Series 63, MA Life, Mutual Funds, Annuities, 529 Plans, 401k, Fixed Annuities, Retirement, Retirement Planning, Securities, Investments, Separately Managed..., Asset Allocation
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Investments
Lafayette College 2003 — 2007
BA, Business and Economics
Lawrence Academy 1999 — 2003
High School
Copeland Capital Management LLC November 2010 - Present
MTB Investment Advisors (Now Wilmington Funds) April 2008 - November 2010
John Hancock Funds November 2004 - April 2008
Alliance Bernstein (Now AB) August 1995 - October 2004
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Asset Management, Sales Management, Dividends, Sales, Marketing Strategy, Public Speaking, Wholesaling
Education
College for Financial Planning 2007 — 2007
CRPC, Retirement Planning
Albright College 1990 — 1994
BS, Finance
Boston Scientific 2014 - 2015
Rethink Robotics 2013 - 2014
Zipcar 2011 - 2013
Upromise, Inc.(sub of Sallie Mae) 2007 - 2011
Upromise 2006 - 2011
Publishers Circulation Fulfillment April 2004 - August 2006
John Hancock Funds February 1999 - July 2003
John Hancock Signature Services January 1997 - July 1998
Skills
Social Media, Editing, Community Management, Customer Service, Social Media Marketing, Facebook, Web Analytics, Marketing Strategy, Marketing Communications, Lead Generation, CRM, Social Networking, Marketing, Mobile Devices, Copywriting, Integrated Marketing, Strategy, SEM, Analytics, User Experience, Digital Media, Advertising, Newsletters, Brand Management, E-commerce, Start-ups, Leadership, Management, Online Marketing, Google Analytics, Web Content, Creative Writing, Digital Strategy, Content Strategy, B2B, Brand Awareness
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA
Union College
BA, English Major, Spanish Minor
Cape Securities, Inc. July 2015 - Present
BB&T January 2014 - June 2015
Wells Fargo Advisors May 2011 - December 2013
Edward Jones July 2009 - April 2011
Automated Business Solutions, Inc. November 2006 - April 2009
Computershare 1999 - 2006
The Pioneer Group 1997 - 1999
The Pioneer Group 1996 - 1997
John Hancock Funds 1995 - 1996
Hancock Timber Recource Group 1988 - 1994
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Financial Risk, Estate Planning, Financial Analysis, Equities, Asset Allocation, Insurance, Fixed Annuities, Risk Management, Strategic Financial..., College Savings Plans, Asset Managment, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University 1981 — 1985
B.S. Forestry, Industrial Forestry Operations
University of Florida 1979 — 1981
Associate of Arts
XtremeBarware.com July 2006 - Present
John Hancock Funds January 2002 - February 2006
H & R Block Financial Advisors January 2000 - January 2002
Skills
Social Media, Social Media Marketing, Sales, Strategic Planning, Customer Service
Education
University of Tennessee-Knoxville - College of Business Administration 1996 — 2000
Bachelor of Science in Business Administration, Finance
Santa Barbara Asset Management April 2014 - Present
John Hancock Investment Management Services August 2012 - April 2014
John Hancock Investment Management Services November 2010 - August 2012
John Hancock Funds June 2008 - November 2010
Guardian Life Insurance June 2007 - May 2008
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Business Analysis, Sales, Competitive Analysis, Retirement Planning, Financial Analysis, Securities, Project Management, Alternative Investments, Asset Allocation, Financial Services, 401k, Asset Management, Wealth Management
Education
Boston University - School of Management 2011 — 2014
MBA
Providence College 2003 — 2007
Bachelor's, Marketing, Mathematics
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
Fidelity Investments February 2011 - Present
AARP Services April 2007 - February 2011
Upromise October 2005 - April 2007
AP Insurance March 2004 - September 2005
Pioneer Investments March 2000 - November 2003
Thingworld.com March 1999 - March 2000
John Hancock Funds August 1997 - March 1999
Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, MIS
Boston University - School of Management 1984 — 1988
BSBA, Marketing
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Dell Services September 2013 - Present
Network Health February 2013 - September 2013
NaviNet October 2011 - March 2012
Partners Health Care February 2008 - May 2011
Mercer HR Services June 2006 - February 2008
Mellon Financial May 2002 - January 2005
John Hancock Funds October 1998 - January 2002
EDS September 1996 - March 1998
Harvard Community Health Plan/Harvard Pilgrim October 1983 - September 1996
Skills
Project Management, Busness Analysis, SDLC, Process Improvement, Agile, Scrum, MS Project, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Healthcare Information..., Electronic Medical..., Gap Analysis, Change Management, Resource Management, Functional/Technical..., Use Cases, Process Flow..., Data Flow, Cost Estimation and..., Risk Management and..., Software Implementation, PMO, PMP, Requirements Gathering, Software Project..., Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Integration, Microsoft Project
Education
Clark University
BA, Computer Science/Mathematics majors, Education minor
Wellington Management July 2012 - Present
John Hancock Funds June 2011 - July 2012
Wellington Management Company, LLP September 2009 - June 2011
Wellington Management June 2004 - August 2009
Columbia Asset Management (a division of Bank of America) August 2003 - June 2004
Columbia Asset Management/Bank of America August 2001 - July 2003
Columbia Asset Management/Bank of America September 2000 - July 2001
Columbia Asset Management/Bank of America March 1999 - August 2000
Evergreen Funds (a division of Wachovia Corporation) August 1997 - February 1999
Chase Global Funds Service Company July 1993 - September 1995
Skills
Compliance, Mutual Funds, Financial Services, Fixed Income, Securities, Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MSF
Babson College 1989 — 1993
BS
Quartz Partners Investment Management February 2015 - Present
PageOne Financial June 2012 - February 2015
Direxion Funds January 2011 - July 2011
Direxion Shares January 2009 - January 2011
John Hancock Funds June 2006 - October 2008
Putnam Investments February 2005 - May 2006
Ameriprise Financial Services, Inc. February 2001 - February 2005
Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Education
Brandeis University 1998 — 2002
BA, Econ
Cheshire Academy
Bullhorn October 2010 - Present
Fluent Technologies February 2010 - October 2010
State Street Bank July 2004 - February 2010
ValueOptions April 2001 - July 2004
John Hancock Funds January 2001 - April 2001
OneBeacon Insurance September 1998 - December 2000
OneBeacon Insurance August 1996 - August 1998
Massachusetts Water Resources Authority November 1993 - August 1996
Massachusetts Water Resources Authority December 1990 - November 1993
State Street Bank & Trust July 1989 - December 1990
Education
Boston University 2000 — 2000
Professional Certificate
Northeastern University 1984 — 1989
Globoforce December 2014 - Present
My Virtual COO February 2013 - September 2014
ByAllAccounts April 2011 - October 2012
LPL Financial July 2007 - April 2011
John Hancock Funds February 2005 - June 2007
John Hancock Funds October 2002 - February 2005
Skills
Relationship Management, Investment Advisory, New Business Development, Financial Advisory, Sales, Management Consulting, Solution Selling, SaaS, Data Aggregation, CRM, Document Management, Software integration
Education
Drake University 1998 — 2002
B.S. in Business Administration, Actuarial Science/Finance
John Hancock Funds 2010 - Present
John Hancock Life Insurance Company (U.S.A.) 2006 - 2010
John Hancock Life Insurance Company (U.S.A.) 1999 - 2006
Skills
Series 63, Series 6, Mutual Funds
Education
Merrimack College 1993 — 1997
BS, Business-Finance
PNC Wealth Management 2009 - Present
AMS Consulting December 2007 - Present
Self Employed May 2007 - Present
John Hancock Funds 2005 - 2007
Education
Suffolk University Law School 2004 — 2007
Spuyten Divel
State University of New York College at Geneseo
John Hancock Investments November 2011 - Present
John Hancock Financial Services March 2007 - November 2011
John Hancock Funds Inc March 2004 - March 2007
John Hancock Funds May 2002 - March 2004
Morgan Stanley September 2000 - April 2002
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Investments, Securities, Insurance, Relationship Management, Separately Managed..., Financial Services, Series 65, 529 Plans, Variable Annuities, Retirement Planning
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance
Bank of America March 2008 - Present
State Street Corporation March 2006 - October 2007
Deutsche Asset Management February 2003 - March 2006
John Hancock Funds 1997 - 2003
Education
Utica College 2008 — 2010
Certificate, Financial Crimes Investigations
Bentley University 1984 — 1988
BS, Business Economics
TLC Century Farm January 2014 - Present
H.D. Vest Financial Services October 2007 - January 2014
H.D. Vest Financial Services March 2004 - October 2007
John Hancock Funds October 1998 - July 2003
Skills
Lead Generation, Advertising, Strategic Planning, Sales Operations, Strategic Financial..., Budgets, Creative Direction, Management, Retirement, Retirement Planning, Wealth Management, Financial Planning
Education
Central College 1980 — 1984
Bachelor of Arts, Business Management
Clough Capital Partners, LP June 2010 - Present
John Hancock Funds May 2009 - June 2010
Gannett Welsh & Kotler LLC January 1997 - April 2009
Teton Partners LP 1993 - 1996
BancWare 1991 - 1993
Skills
Portfolio Management
Education
Bridgewater State University 1987 — 1991
BS, Management, Finance Economics
Federated Investors June 2012 - Present
Wilmington Trust Investment Advisors January 2009 - May 2012
John Hancock Funds October 2003 - December 2008
Bannockburn Capital June 1998 - August 2003
Skills
ETFs, Investment Advisory, Alternative Investments, Financial Advisory, Strategic Financial..., Series 65, Financial Markets, Securities, Investment Strategies, Asset Managment, Banking, Retirement Planning, Territory..., CIMA, Coaching, Series 63, Mutual Funds, Asset Management, Separately Managed..., Series 7, Asset Allocation, Relationship Management, Investment Management, Investment Products, Client Relationship..., Wholesaling, Salesforce.com, Certified Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MSF, Financial Planning
Merrimack College 1994 — 1999
BS, Accounting, Finance
John Hancock Investments February 2005 - Present
John Hancock Funds 1997 - 2004
Johh Hancock Funds 1996 - 1998
John Hancock Funds 1994 - 1996
Education
Suffolk University 1998 — 2001
MBA, Finance
Northeastern University 1990 — 1994
BS, Journalism
Philly Wine
Wine Spirits Education Trust
John Hancock Funds 2010 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Financial Services, Mutual Funds
Education
Marquette University 1977 — 1981
John Hancock Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds 2006 - Present
ADP 2004 - 2006
Nuveen Investments 1999 - 2004
Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management
Education
University of Maryland College Park 1996 — 1998
M.A., American Studies, Historic Preservation
Franklin & Marshall College 1992 — 1996
BlueCross BlueShield of MA September 2004 - Present
Omnicare February 2002 - April 2004
John Hancock Funds 2000 - 2001
Education
Northeastern University 1992 — 1997
Fidelity Investments January 2012 - Present
Fidelity Investments April 2002 - December 2011
John Hancock Funds October 1998 - March 2002
Fidelity Investments May 1995 - September 1998
Education
Clark University 1991 — 1995
BA, English (Focus Medieval Literature)
American School in London 1988 — 1991
Tufts University September 2012 - Present
CIDC May 2012 - September 2012
Plymouth Rock Assurance October 2010 - May 2012
Arbella Insurance Group July 2006 - September 2010
Blue Cross & Blue Shield of Rhode Island June 2003 - July 2006
John Hancock Funds September 2000 - January 2002
Young Friends of Save Venice, Boston Chapter August 1999 - June 2001
Liberty Financial June 1997 - August 2000
Skills
Data Warehousing, Business Intelligence, Business Objects, SQL, SDLC, Databases, Requirements Analysis, Crystal Reports, Business Analysis, Data Integration, Analytics, XML, Agile Methodologies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
M.B.A., International Management
Columbia University in the City of New York 1988 — 1992
B.A., Soviet Studies
St. Mark's School 1984 — 1988
H.S.
Robeco Investment Management 2002 - Present
John Hancock Funds 1996 - 2001
The Bank of Boston 1993 - 1996
The Boston Company 1992 - 1994
The Boston Company 1988 - 1992
Skills
Asset Managment, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Financial Markets, Derivatives, Hedge Funds, Mutual Funds, Trading Systems
Education
Providence College 1984 — 1988
BS Accounting
Nuveen Investments January 2015 - Present
Nuveen Investments January 2002 - December 2014
John Hancock Funds August 1995 - January 2002
Education
College of the Holy Cross 1990 — 1994
Endeavour Investment Partners, LLC January 2013 - Present
Eastern Bank 2007 - 2011
Fidelity Investments 2000 - 2007
Fidelity Investments Portfolio Advisory Services 1998 - 2000
Fidelity Investments National Financial 1996 - 1998
John Hancock Funds 1995 - 1996
Colonial Funds 1990 - 1992
Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management
Education
Boston University 2009 — 2010
Certificate in Financial Planning
Eastern Kentucky University 1983 — 1987
BBA, Finance
EngNet October 2012 - Present
Motricity 2007 - 2009
Fidelity Investments August 2007 - November 2007
Fidelity Investments November 2001 - May 2007
Fidelity Investments March 1999 - November 2001
John Hancock funds December 1998 - March 1999
New England Financial July 1997 - October 1998
Putnam Investments October 1996 - June 1997
Skills
HTML, CSS, Photoshop, Graphic Design, Dreamweaver, Web Development, Adobe Creative Suite, Web Design, Mac, Flash, XHTML, PowerPoint, InDesign, jQuery, PHP, Illustrator, MySQL, Wordpress, Social Media, Graphics, Word, Microsoft Office
Education
The Art Institute of Charlotte 2009 — 2012
A.S, Web Design and Interactive media
Boston University
Courses, Certified Financial Planning
Lesley University
MS, Management
Northeastern University
Certificate courses, Software Engineering
University of Massachusetts Boston
BS, Management/Management Information Systems
Fidelity Investments July 2001 - Present
John Hancock Funds 1997 - 1999
Scudder 1992 - 1998
Education
Boston University Questrom School of Business 1994 — 1999
MBA, Marketing
Boston College 1988 — 1992
Wilmington Trust Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
John Hancock Funds 1991 - 2000
Fidelity Investments 1987 - 1991
Education
Bates College
BA, Economics
MFS Investment Management May 2012 - Present
Deutsche Asset Management 2004 - April 2012
John Hancock Funds 1992 - 2004
Dewey & LeBoeuf LLP 1987 - 1992
Mass Mutual 1984 - 1987
Education
Greater Boston Executive Program, MIT Sloan School of Management 1998 — 1998
The George Washington University Law School 1981 — 1984
JD
Brandeis University 1977 — 1981
BA
Trinity College Dublin 1979 — 1980
N/A, Visting Student In History
John Hancock Financial Services IT Project ManagerJohn HancockMay 2000 - Present
John Hancock Funds June 1998 - May 2000
John Hancock Funds October 1995 - June 1998
The Shareholder Services Group June 1994 - October 1995
First Data Corporation 1992 - 1995
The Shareholder Services Group May 1991 - June 1993
Skills
Project Portfolio..., Vendor Management, Business Analysis, Visio, Project Planning, Decision Support, SharePoint, Lotus Notes, SDLC, PMO, Quality Center, Project Plans, MS Project, Requirements Gathering, Team Building, Process Improvement, Software Implementation, Risk Mitigation, Business Requirements, Risk Management, Customer Relations, Systems Analysis, Software Project..., Resource Management, Business Relationship..., SQL, Requirements Analysis, Iterative, Project Implementation, Resource Allocation, CMM, Mainframe, Data Warehousing, Project Management, PMP, Management, Cross-functional Team..., Analysis, User Acceptance Testing, Information Technology, Leadership, Business Process..., IT Strategy, Software Documentation
Education
Adirondack Community College
Accounting
Castleton State College
Accounting
Jewish Family & Children's Service February 2010 - Present
Temple Beth Shalom 2009 - Present
Needham Education Foundation 2008 - June 2012
Jewish Family and Children's Service November 2009 - February 2010
Lexicon Management 2006 - December 2009
Chapel Street Partners 2004 - 2006
John Hancock Funds 1991 - 2003
Sanyo Securties America 1986 - 1990
Education
University of California, Berkeley 1979 — 1983
B.A, Political Economy
The George Washington University 1983 — 1984
International and Public Affairs
International Christian University 1984 — 1986
Japanese; International Economics
NAVCAP NAV Capital Partners, LLC October 2011 - Present
JennisonDryden - Prudential Investments July 2008 - July 2010
John Hancock Funds December 2006 - July 2008
Pioneer Investments June 2004 - December 2006
Putnam Investments November 2002 - May 2004
Skills
Earned Series..., Earned Chartered...
Education
Brandeis University 1999 — 2002
BA, Economics, American Studies
Buckingham Browne and Nichols School 1996 — 1998
WB MASON February 2010 - Present
JOHN HANCOCK FUNDS August 2005 - March 2009
MFS Investment Management August 1995 - August 2005
Education
Plymouth State University 1989 — 1992
Business Management, Marketing
braintree high school 1984 — 1988
high school, english
Manulife Asset Management June 2013 - Present
John Hancock Funds November 2010 - June 2013
- July 2008 - October 2010
Skills
Series 7, Series 63, Financial Analysis, Mutual Funds, Investments
Education
Northeastern University 2002 — 2006
Business, Finance
MFS Investment Management June 1998 - March 2012
John Hancock Advisors March 1996 - May 1998
John Hancock Funds September 1994 - March 1996
Skills
Risk Management, Financial Management, Asset Management, Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Capital Markets, Financial Modeling, Equities, Finance, Hedge Funds
Education
CFA Designation
Boston College - Wallace E. Carroll Graduate School of Management
MS, Masters in Finance
Regis College
Bachelor of Business Administration (B.B.A.)
MFS Investment Management 2000 - 2008
John Hancock Funds 1995 - 2000
EDS Corp./Blue Cross Blue Shield of Massachusetts 1989 - 1994
Skills
Crystal Reports
Education
Boston University 1994 — 1994
Certificate Program, Windows Application Development
Cambridge Institute For Computer Programming 1984 — 1985
Certificate Program, Computer Programming
EMPOWER Retirement November 2009 - Present
Fidelity Investments November 2006 - December 2008
John Hancock Funds August 2003 - June 2006
Putnam Investments August 1997 - August 2003
Learning Technologies, Inc. 1989 - 1997
Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Merrimack College 1999 — 2006
Bachelor of Science, Finance
Miller/Howard Investments November 2010 - March 2014
Tortoise Capital Advisors June 2010 - September 2010
John Hancock Funds December 2006 - November 2008
BlackRock July 2003 - November 2006
Dreyfus 2000 - 2002
Skills
Series 7, Series 65, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investments, Securities, MLPs, Asset Management, Series 63, CIMA, CRPC
Education
University of Michigan 1993 — 1996
BBA, Marketing
Michigan State University
Business Administration
PHS CONSULTING SERVICES ; West Palm Beach, FL / NYC / Dallas, TX June 2009 - Present
FORENSIC MORTGAGE AUDIT GROUP, Palm Beach Gardens, FL January 2008 - May 2009
THOMAS WEISEL PARTNERS April 2000 - August 2004
JOHN HANCOCK FUNDS October 1999 - April 2000
STATE STREET RESEARCH & MANAGEMENT July 1994 - October 1999
Skills
Foreclosures, REO, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Financial Modeling, Private Equity
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Clark University 1983 — 1987
BA, Computer Science
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
Russell Warye, Inc. August 2012 - Present
Rosetta Partners January 2010 - January 2013
Quest CE April 2008 - February 2009
John Hancock Funds November 1999 - May 2002
Hewitt Associates January 1999 - September 1999
Strong Retirement Plan Services 1989 - 1999
Skills
FINRA, Equities, New Business Development, Wealth Management, Sales Management, Financial Services, Insurance, Investments, Marketing Strategy, Asset Managment, Social Media, Series 7, Retirement Planning, Asset Allocation, Relationship Management, 401k, Series 63, Alternative Investments, Customer Insight, Customer Retention, Mutual Funds, Leadership, Customer Service, Process Improvement, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
MBA, Business
Marquette University 1998 — 1999
MBA, Business Administration and Management, General
Lawrence University 1985 — 1989
Economics/French, Business
St. Petersburg Yacht Club March 2014 - Present
The Sandpearl Resort April 2012 - March 2014
V-Squared Restaurant Group October 2011 - July 2012
TS Capital, LLC. January 2010 - September 2010
John Hancock Funds January 2007 - March 2009
Ameriprise Financial Services, Inc. January 2004 - December 2007
Franklin Templeton Investments June 1998 - December 2004
Skills
Separately Managed..., Series 7, Series 63, 401k, Mutual Funds, Fixed Annuities, Uniform Combined State..., Alternative Investments, Sales Management, Sales, Public Speaking, Forecasting, Strategic Planning, New Business Development, Account Management, Culinary Skills, Cooking, Fine Dining, Banquets
Education
The Art Insitute of Tampa 2011 — 2012
Associates Degree, Culinary Arts/Chef Training
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Professional Accounting Degree, Accounting
LAUCHLANWORKS, LLC March 2008 - Present
John Hancock Funds 2006 - 2008
Standard & Poor's July 1997 - March 2006
Published Image December 1992 - July 1997
Skills
Adobe Creative Suite, Marketing Communications, Creative Direction, Corporate Branding, Web Design, Photoshop, E-commerce, Marketing, CRM, Marketing Management, Strategy, Direct Mail, Management, Direct Marketing, Email Marketing, Competitive Analysis, Product Management, Online Marketing, Social Media Marketing, Advertising, Marketing Strategy, New Business Development, Online Advertising, Brand Development, Integrated Marketing
Education
Savannah College of Art and Design 2006 — 2009
Masters Degree, Communication and Media Studies
Purdue University 1984 — 1988
Bachelor of Arts, Visual Communication Design
Fidelity March 2014 - Present
Fidelity Investments November 2011 - March 2014
BlackRock, Inc June 2002 - July 2009
Sirios Capital Management July 2000 - June 2002
John Hancock Funds May 1998 - June 2000
John Hancock Funds October 1994 - May 1998
John Hancock Funds June 1993 - October 1994
Skills
Fundamental Analysis, Equities, Valuation, Finance, Research, Medical Devices, Equity Research, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Financial Modeling, Stock Picking, Investments, Due Diligence, Alternative Investments, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2000
MBA, Finance
Saint Michael's College 1987 — 1991
BS, Business Administration
John Hancock Funds 2005 - 2009
John Hancock Funds 2000 - 2005
John Hancock Funds 1998 - 2000
Skills
Series 63, Wealth, Direct Sales, College Savings Plans, Long Term Care Insurance, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Mutual Funds, ETFs, Retirement, Retirement Planning, Variable Annuities, Investment Strategies, Sales, Series 6, Investment Management, Series 65, Investment Advisory, Relationship Management, New Business Development, Series 7, Wealth Management, Fixed Annuities, Separately Managed..., Securities, 401k, Investments
Education
Hartwick College 1993 — 1997
BA, Economics
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
John Hancock Funds February 2008 - Present
State Street Bank / Investors Bank & Trust Company May 2006 - February 2008
KPMG LLP August 2004 - May 2006
Allmerica Financial July 2003 - August 2004
KPMG LLP February 2000 - July 2003
Investors Bank & Trust May 1999 - February 2000
Chevy Chase Bank July 1997 - May 1999
Frank & Company, p.c. October 1996 - July 1997
Cahners Publishing March 1996 - September 1996
Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Bentley University 2010 — 2013
Master's Degree, Taxation
Northeastern University
BSBA, Accounting
Independent Contracctor 2015 - Present
NewDay USA 2014 - 2015
Federal Home Loan Mortgage Corporation (Freddie Mac) 2010 - July 2014
Fannie Mae 2005 - 2009
CFM Partners 2004 - 2005
John Hancock Funds 2004 - 2004
Wellington Management 2004 - 2004
OneUnited Bank 2002 - 2003
FleetBoston Financial 2000 - 2002
CERES Coalition for Environmetally Responsible Economies 1998 - 2000
Skills
Analysis, Auditing, Business Strategy, Corporate Governance, Credit, Disaster Recovery, Due Diligence, Financial Analysis, Financial Risk, Financial Services, Governance, Internal Audit, Internal Controls, Leadership, Management, Operational Risk, Operational Risk..., Policy, Portfolio Management, Privacy Law, Program Management, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Six Sigma, Training, Strategy, Executive Management, Loans, Banking, Finance, Fraud
Education
Suffolk University 2000 — 2004
MBA, Strategic Management and Organizational Behavior
American University Washington College of Law 1990 — 1993
JD, Law
Vassar College 1986 — 1990
BA, Political Science
West Branch Capital April 2009 - Present
Legacy Financial Services January 2003 - April 2009
John Hancock Funds September 1985 - September 2002
The New England January 1977 - September 1985
Skills
Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Stony Brook University 1970 — 1974
BS, Applied Math and Economics
Columbia University
MBA; MS; BS, Applied Math; Applied Math and Economics
John Hancock Funds 2009 - Present
Wellington Management LLC 2006 - 2009
Babson Capital Management 2004 - 2006
Education
Northeastern University
BA/BS, Finance, Management
School name:
G2 Sales & Organization Consultants May 2015 - Present
Parnaby Financial Associates June 2010 - Present
SunBelt Land Management October 2014 - May 2015
Integrity Investments November 2010 - October 2014
Stratstone Securities 2009 - 2009
Financial Institutions Group, Wells Real Estate Funds January 2003 - November 2008
Financial Institutions Group, Wells Real Estate Funds August 2001 - January 2003
Wells Real Estate Funds January 2000 - January 2001
Evare LLC January 1998 - January 2000
John Hancock Funds January 1997 - January 1998
Skills
Sales Management, Performance Analysis, Training & Development, Team Leadership, Team Building, Achieving Results, Practice Management, Securities, Sales, Alternative Investments, Employee Training, Mutual Funds, Series 63, Investments, Business Development, Asset Management, Investment Strategies, Banking, Insurance, Relationship Management, Selling
Education
Florida State University
BA, International Affairs and Political Science
University of Illinois at Urbana-Champaign
Public Finance
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Vab Media Web Design and SEO Marketing Firm September 2011 - Present
Rank Corporation 2011 - 2011
American Express 2010 - 2010
GE Asset Management April 2006 - 2008
GE Asset Management September 2005 - March 2006
GE Asset Management July 2003 - August 2005
GE Capital Services March 2001 - July 2003
Cambridgeport Bank January 2000 - January 2001
John Hancock Funds November 1999 - January 2000
United States House September 1998 - December 1998
Skills
Cross-functional Team..., Private Equity, Financial Modeling, Equities, Asset Managment, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Financial Reporting, Hedge Funds, Investments, Investment Banking, Finance, Business Planning, Bloomberg, Capital Markets, Auditing, Asset Management, Analysis
Education
Duke University 1995 — 1999
BA, Political Science
Greenwich High School 1991 — 1995
Jordan's Furniture May 2014 - Present
Walpole Public Schools September 2011 - March 2014
Martin J. Odstrchel January 2005 - May 2010
MFS Investment Management July 1998 - April 2002
John Hancock Funds January 1996 - January 1999
Fidelity Investments January 1994 - January 1999
Skills
Customer Service, Sales, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Marketing
Education
Northeastern University 1989 — 1994
BS, Marketing, Management
John Hancock Funds January 2008 - Present
Wellington Management November 2005 - December 2007
JP Morgan Chase September 1991 - November 2005
BTMU Capital Corporation July 1998 - November 1999
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
University of Massachusetts Boston 1986 — 1990
BS, Management-Accounting
Goldman Sachs June 2013 - Present
John Hancock Funds July 2011 - June 2013
Altus Specialty Group October 2010 - July 2011
Skills
Social Media, Microsoft Excel, Marketing, Series 7, PowerPoint
Education
Boston College 2006 — 2010
English
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Manulife Asset Management October 2011 - Present
John Hancock Funds 1992 - January 2012
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics
American Funds July 2000 - Present
John Hancock Funds September 1992 - July 2000
Education
Dartmouth College 1987 — 1991
BA, History
Lincoln-Sudbury Regional High School 1984 — 1987
ANC CAPITAL August 2011 - Present
John Hancock Funds July 1988 - August 2011
Skills
Hedge Funds, Mutual Funds, Asset Managment, Equity Research, Capital Markets, Restructuring
Education
Boston College
Bachelor of Science (BS), Finance, Economics
Boston College
Master's of Finance
Federal Reserve Bank of Boston 2012 - Present
Standard Life Investments (Edinburgh) 2007 - 2011
RMR Advisors 2004 - 2007
John Hancock Funds 1997 - 2004
Sun Life Financial of Canada 1995 - 1997
Wellington Management 1988 - 1995
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Valuation, Wealth Management, Investments, Securities, Risk Management, Credit Risk, Market Risk, Equity Research, Equity Valuation, Investment Valuation, Financial Risk, Fixed Income Analysis, Fixed Income Portfolio..., Real Estate, Real Estate Economics
Education
Niagara University
Northeastern University
MBA, Finance
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics