John Hancock Investments
Industry: Company
DescriptionFounded: 1991 Parent organization: John Hancock Financial Corporation
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John Hancock Investments Employees
Employee
Years
Job
Industry
William Orrall, Jr., CPA William Orrall, Jr., CPA's John Hancock Investments Experience September 2013 - April 2015
Job Accountant at EPIRUS Biopharmaceuticals
Industry Accounting
Experience
EPIRUS Biopharmaceuticals April 2015 - Present
John Hancock Investments September 2013 - April 2015
PwC 2011 - 2013
Rostam Capital 2010 - 2011
Textron 2007 - 2009
Skills
Accounting, General Ledger, Financial Analysis, Account Reconciliation, Financial Reporting, Accounts Payable, Journal Entries, Internal Controls, Variance Analysis, Microsoft Excel, Fixed Assets, Accruals, Forecasting
Education
Bryant University 2005 — 2009
Bachelor, Accounting
EPIRUS Biopharmaceuticals April 2015 - Present
John Hancock Investments September 2013 - April 2015
PwC 2011 - 2013
Rostam Capital 2010 - 2011
Textron 2007 - 2009
Skills
Accounting, General Ledger, Financial Analysis, Account Reconciliation, Financial Reporting, Accounts Payable, Journal Entries, Internal Controls, Variance Analysis, Microsoft Excel, Fixed Assets, Accruals, Forecasting
Education
Bryant University 2005 — 2009
Bachelor, Accounting
Daniel Zheutlin Daniel Zheutlin's John Hancock Investments Experience May 2015 - August 2015
Job MBA Candidate at Boston College
Industry Financial Services
Experience
John Hancock Investments May 2015 - August 2015
John Hancock Investments June 2013 - July 2014
John Hancock Investments May 2012 - August 2012
Skills
Financial Analysis, Mutual Funds, Bloomberg, Microsoft Excel, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration, Business Analytics
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance
Needham High School 2005 — 2009
John Hancock Investments May 2015 - August 2015
John Hancock Investments June 2013 - July 2014
John Hancock Investments May 2012 - August 2012
Skills
Financial Analysis, Mutual Funds, Bloomberg, Microsoft Excel, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration, Business Analytics
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance
Needham High School 2005 — 2009
Ed Hwang's John Hancock Investments Experience February 2013 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
Patrick Wollenberg Patrick Wollenberg's John Hancock Investments Experience June 2015 - Present
Job Investment Director / Portfolio Manager / Analyst Global / International Equities / Consumer Goods
Industry Investment Management
Experience
John Hancock Investments June 2015 - Present
Merrill Lynch Global Wealth & Investment Management September 2011 - May 2015
ING Investment Management March 2010 - August 2011
Robeco December 1994 - March 2009
Skills
Asset Management, Equities, Portfolio Management, Mutual Funds, Equity Research, Valuation, Investment Strategies, Investment Management
Education
Erasmus Universiteit Rotterdam 1989 — 1994
MSc, Business Economics
Erasmus University Rotterdam School of Management 1988 — 1992
MSc, Business Administration
John Hancock Investments June 2015 - Present
Merrill Lynch Global Wealth & Investment Management September 2011 - May 2015
ING Investment Management March 2010 - August 2011
Robeco December 1994 - March 2009
Skills
Asset Management, Equities, Portfolio Management, Mutual Funds, Equity Research, Valuation, Investment Strategies, Investment Management
Education
Erasmus Universiteit Rotterdam 1989 — 1994
MSc, Business Economics
Erasmus University Rotterdam School of Management 1988 — 1992
MSc, Business Administration
Nicholas Pomposelli Nicholas Pomposelli's John Hancock Investments Experience March 2015 - Present
Job Marketing Manager at John Hancock Investments
Industry Marketing and Advertising
Experience
John Hancock Investments March 2015 - Present
John Hancock Investments November 2013 - February 2015
Pepperdine University Graziadio School of Business and Management August 2011 - May 2013
Davie Brown Entertainment 2012 - 2012
Brown Brothers Harriman July 2010 - June 2011
Brown Brothers Harriman August 2008 - July 2010
Skills
Mac/PC proficient, Excel, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Social Media, Market Research, Data Analysis, Team Leadership, Social Media Marketing, Marketing Strategy, Business Strategy, Marketing, Business Development, Business Planning, Competitive Analysis, Online Marketing, Analytics, Leadership, Management, Marketing Research, Social Networking, Product Development, Finance, Strategic Partnerships, Strategy, Strategic Planning, Portfolio Management, Analysis, Financial Modeling, Market Analysis, CRM, Financial Analysis, Entrepreneurship, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, International Business
Providence College 2004 — 2008
Bachelor of Science, Finance
ESSEC - ESSEC Business School
International MBA Exchange
John Hancock Investments March 2015 - Present
John Hancock Investments November 2013 - February 2015
Pepperdine University Graziadio School of Business and Management August 2011 - May 2013
Davie Brown Entertainment 2012 - 2012
Brown Brothers Harriman July 2010 - June 2011
Brown Brothers Harriman August 2008 - July 2010
Skills
Mac/PC proficient, Excel, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Social Media, Market Research, Data Analysis, Team Leadership, Social Media Marketing, Marketing Strategy, Business Strategy, Marketing, Business Development, Business Planning, Competitive Analysis, Online Marketing, Analytics, Leadership, Management, Marketing Research, Social Networking, Product Development, Finance, Strategic Partnerships, Strategy, Strategic Planning, Portfolio Management, Analysis, Financial Modeling, Market Analysis, CRM, Financial Analysis, Entrepreneurship, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, International Business
Providence College 2004 — 2008
Bachelor of Science, Finance
ESSEC - ESSEC Business School
International MBA Exchange
Nathan Elliott Nathan Elliott's John Hancock Investments Experience April 2015 - Present
Job Regional Director at John Hancock Investments
Industry Commercial Real Estate
Experience
John Hancock Investments April 2015 - Present
CBRE Debt & Equity May 2013 - April 2015
MetLife Real Estate Investors November 2002 - April 2013
Nomura Asset Capital Corp. June 1996 - January 1999
Skills
Commercial Real Estate, Real Estate Financing, Investment Properties, Contract Negotiation, Transaction Management, Portfolio Management, Financial Analysis, Real Estate Transactions, Financial Modeling, Asset Management, Acquisitions, Disposition, Commercial Lending, Subordinated Debt, Real Estate Sales..., Brokerage, Leases, Due Diligence
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Budapest Corvinus University 1995 — 1995
-, Economics
John Hancock Investments April 2015 - Present
CBRE Debt & Equity May 2013 - April 2015
MetLife Real Estate Investors November 2002 - April 2013
Nomura Asset Capital Corp. June 1996 - January 1999
Skills
Commercial Real Estate, Real Estate Financing, Investment Properties, Contract Negotiation, Transaction Management, Portfolio Management, Financial Analysis, Real Estate Transactions, Financial Modeling, Asset Management, Acquisitions, Disposition, Commercial Lending, Subordinated Debt, Real Estate Sales..., Brokerage, Leases, Due Diligence
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Budapest Corvinus University 1995 — 1995
-, Economics
Christopher P. Fuschillo, CIMA® Christopher P. Fuschillo, CIMA®'s John Hancock Investments Experience May 2013 - Present
Job Managing Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments May 2013 - Present
Lord, Abbett & Co. 2008 - May 2013
Dreyfus 1997 - 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA
Fairfield University 1993 — 1997
BS, Marketing, Finance
Chaminade High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
John Hancock Investments May 2013 - Present
Lord, Abbett & Co. 2008 - May 2013
Dreyfus 1997 - 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA
Fairfield University 1993 — 1997
BS, Marketing, Finance
Chaminade High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
Brendan Densmore Brendan Densmore's John Hancock Investments Experience April 2015 - Present
Job Business Process Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services October 2012 - December 2014
New York Life Retirement Plan Services April 2008 - November 2012
Masiello Group January 2007 - March 2008
Providence Bruins December 2006 - May 2007
Skills
401k, Customer Relations, Retirement Planning, Fixed Annuities, Pensions, Fixed Income, IRAs, ERISA, Financial Services, Defined Benefit, Mutual Funds, Series 63, Retirement, Asset Allocation, Securities, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Defined Contribution, Customer Service
Education
Johnson & Wales University 2002 — 2006
B.S., Marketing
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services October 2012 - December 2014
New York Life Retirement Plan Services April 2008 - November 2012
Masiello Group January 2007 - March 2008
Providence Bruins December 2006 - May 2007
Skills
401k, Customer Relations, Retirement Planning, Fixed Annuities, Pensions, Fixed Income, IRAs, ERISA, Financial Services, Defined Benefit, Mutual Funds, Series 63, Retirement, Asset Allocation, Securities, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Defined Contribution, Customer Service
Education
Johnson & Wales University 2002 — 2006
B.S., Marketing
Andrew Arnott Andrew Arnott's John Hancock Investments Experience September 2012 - Present
Job President & CEO at John Hancock Investments
Industry Investment Management
Experience
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 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
Shawn Hammond's John Hancock Investments Experience 1996 - 1998
Job Partner at Gateway Capital Partners
Industry Venture Capital & Private Equity
Experience
Gateway Capital Partners August 2005 - Present
T Capital Partners 2003 - 2005
Wasatch Business Investors 2001 - 2003
U.S. Bank 1998 - 2001
John Hancock Investments 1996 - 1998
Skills
Private Money, Real Estate Financing, Investments, Finance, Commercial Real Estate, Real Estate Development, Valuation, Real Estate Private..., Business Development, Due Diligence, Asset Management, Asset Based Lending, Iron Ore, Mining, Private Equity
Education
Brigham Young University 1991 — 1996
Finance
Gateway Capital Partners August 2005 - Present
T Capital Partners 2003 - 2005
Wasatch Business Investors 2001 - 2003
U.S. Bank 1998 - 2001
John Hancock Investments 1996 - 1998
Skills
Private Money, Real Estate Financing, Investments, Finance, Commercial Real Estate, Real Estate Development, Valuation, Real Estate Private..., Business Development, Due Diligence, Asset Management, Asset Based Lending, Iron Ore, Mining, Private Equity
Education
Brigham Young University 1991 — 1996
Finance
Ron McGann Ron McGann's John Hancock Investments Experience January 2000 - January 2004
Job SVP, Business Strategy & Initiatives Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust, Bank of America GWIM August 2015 - Present
Citisoft February 2008 - July 2015
PwC February 2005 - February 2008
John Hancock Investments January 2000 - January 2004
Skills
Asset Management, Strategy, Portfolio Management, Program Management, Project Management, Business Integration, Leadership, Management, Business Transformation, Technology Solutions..., Project Delivery, Relationship Management, Strategy Execution, Operating Models, Risk Management, Project Implementation, Business Process..., PMO, Change Management, Business Strategy, Strategic Consulting, Strategic Initiatives, Business Process..., Thought Leadership, Outsourcing, Agile Project Management, Management Consulting, Strategic Planning, Front Office, Middle Office, Financial Services, Investment Management, Business Analysis, Hedge Funds, Resource Management, Business Process, PMP, Enterprise Risk..., Trading, Mutual Funds, Requirements Gathering, Process Improvement, Back Office, Banking, Fixed Income, Alternative Investments, Collateral Management, Derivatives, Enterprise Data..., Trade Management
Education
College of the Holy Cross 1995 — 1999
BA, Economics
B.C. High School 1991 — 1995
High School Diploma, High Honors
U.S. Trust, Bank of America GWIM August 2015 - Present
Citisoft February 2008 - July 2015
PwC February 2005 - February 2008
John Hancock Investments January 2000 - January 2004
Skills
Asset Management, Strategy, Portfolio Management, Program Management, Project Management, Business Integration, Leadership, Management, Business Transformation, Technology Solutions..., Project Delivery, Relationship Management, Strategy Execution, Operating Models, Risk Management, Project Implementation, Business Process..., PMO, Change Management, Business Strategy, Strategic Consulting, Strategic Initiatives, Business Process..., Thought Leadership, Outsourcing, Agile Project Management, Management Consulting, Strategic Planning, Front Office, Middle Office, Financial Services, Investment Management, Business Analysis, Hedge Funds, Resource Management, Business Process, PMP, Enterprise Risk..., Trading, Mutual Funds, Requirements Gathering, Process Improvement, Back Office, Banking, Fixed Income, Alternative Investments, Collateral Management, Derivatives, Enterprise Data..., Trade Management
Education
College of the Holy Cross 1995 — 1999
BA, Economics
B.C. High School 1991 — 1995
High School Diploma, High Honors
Christian McGowan, CRPC® Christian McGowan, CRPC®'s John Hancock Investments Experience January 2014 - Present
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2014 - Present
John Hancock Investments January 2013 - December 2013
John Hancock Investments January 2011 - December 2012
Fidelity Investments April 2009 - January 2011
Fidelity Investments October 2007 - April 2009
Massachusetts Hospital School, Canton, MA. July 2003 - August 2007
Media Education Foundation January 2007 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
Microsoft Office, Series 6, Series 63, PowerPoint, Mutual Funds, Social Media, CRPC, Sales, Investments, Microsoft Excel, Customer Service, Excel, Final Cut Pro, Word, Customer Relations, Series 7, Analysis, Management, Microsoft Word, Financial Services, Marketing, Finance, Financial Advisory, FINRA, Securities, 401k, Asset Allocation, Alternative Investments, Retirement Planning
Education
Boston University 2014 — 2016
Certified Financial Planner (CFP®), Financial Planning and Services
University of Massachusetts, Amherst 2003 — 2007
Communication, Film Studies
University of Wollongong 2006 — 2006
Communication, Film
Westwood High School 1999 — 2003
John Hancock Investments January 2014 - Present
John Hancock Investments January 2013 - December 2013
John Hancock Investments January 2011 - December 2012
Fidelity Investments April 2009 - January 2011
Fidelity Investments October 2007 - April 2009
Massachusetts Hospital School, Canton, MA. July 2003 - August 2007
Media Education Foundation January 2007 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
Microsoft Office, Series 6, Series 63, PowerPoint, Mutual Funds, Social Media, CRPC, Sales, Investments, Microsoft Excel, Customer Service, Excel, Final Cut Pro, Word, Customer Relations, Series 7, Analysis, Management, Microsoft Word, Financial Services, Marketing, Finance, Financial Advisory, FINRA, Securities, 401k, Asset Allocation, Alternative Investments, Retirement Planning
Education
Boston University 2014 — 2016
Certified Financial Planner (CFP®), Financial Planning and Services
University of Massachusetts, Amherst 2003 — 2007
Communication, Film Studies
University of Wollongong 2006 — 2006
Communication, Film
Westwood High School 1999 — 2003
Brian Phillips McEnany Brian Phillips McEnany's John Hancock Investments Experience 2003 - Present
Job Senior Compliance Analyst at John Hancock Investments
Industry Legal Services
Experience
John Hancock Investments 2003 - Present
Internal Revenue Service 1987 - 1992
Putnam Investments 1985 - 1987
Skills
Legal Research, Customer Service, Due Diligence, PowerPoint, Research, Outlook, AML, Internal Audit, Policy, Asset Management, Anti Money Laundering, Analysis, Microsoft Excel, Microsoft Word, English, Windows, Program Management, Data Analysis, Problem Solving, Nonprofits, Process Improvement, Financial Analysis, Program Development, Higher Education
Education
Gordon College 1975 — 1979
Bachelor of Science (BS), Psychology
Northeastern University 1990 — 1990
Paralegal Certificate, Paralegal Studies
John Hancock Investments 2003 - Present
Internal Revenue Service 1987 - 1992
Putnam Investments 1985 - 1987
Skills
Legal Research, Customer Service, Due Diligence, PowerPoint, Research, Outlook, AML, Internal Audit, Policy, Asset Management, Anti Money Laundering, Analysis, Microsoft Excel, Microsoft Word, English, Windows, Program Management, Data Analysis, Problem Solving, Nonprofits, Process Improvement, Financial Analysis, Program Development, Higher Education
Education
Gordon College 1975 — 1979
Bachelor of Science (BS), Psychology
Northeastern University 1990 — 1990
Paralegal Certificate, Paralegal Studies
Adam Nacov's John Hancock Investments Experience January 2013 - August 2013
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
Panera Bread January 2015 - June 2015
SharkNinja January 2014 - June 2014
John Hancock Investments January 2013 - August 2013
EDMBoston.com August 2012 - December 2012
Northeastern University May 2012 - October 2012
Notely Inc January 2012 - May 2012
Quatrochi's Martial Arts Institute April 2008 - August 2011
Skills
Product Marketing, Advertising, Social Media, Competitive Analysis, Marketing, Social Networking, PowerPoint, Social Media Marketing, Sales Support, Product Development, Primary Research, Web Content Management, Microsoft Excel, Interviews, Microsoft Office, WordPress, Public Speaking, Data Analysis, Editorial, Microsoft Word
Education
Northeastern University 2011 — 2015
Candidate for Bachelor of Science in Business Administration, Marketing & Consumer Psychology
ESIC: Business & Marketing School 2014 — 2014
International Marketing & Language courses
Our Lady of Lourdes High School 2007 — 2011
Regents Diploma with Advanced Designation
Panera Bread January 2015 - June 2015
SharkNinja January 2014 - June 2014
John Hancock Investments January 2013 - August 2013
EDMBoston.com August 2012 - December 2012
Northeastern University May 2012 - October 2012
Notely Inc January 2012 - May 2012
Quatrochi's Martial Arts Institute April 2008 - August 2011
Skills
Product Marketing, Advertising, Social Media, Competitive Analysis, Marketing, Social Networking, PowerPoint, Social Media Marketing, Sales Support, Product Development, Primary Research, Web Content Management, Microsoft Excel, Interviews, Microsoft Office, WordPress, Public Speaking, Data Analysis, Editorial, Microsoft Word
Education
Northeastern University 2011 — 2015
Candidate for Bachelor of Science in Business Administration, Marketing & Consumer Psychology
ESIC: Business & Marketing School 2014 — 2014
International Marketing & Language courses
Our Lady of Lourdes High School 2007 — 2011
Regents Diploma with Advanced Designation
Jeffrey Mattson Jr. Jeffrey Mattson Jr.'s John Hancock Investments Experience December 2002 - Present
Job Project Manager, U.S. Investment Management Compliance
Industry Financial Services
Experience
John Hancock Investments December 2002 - Present
John Hancock Investments December 2013 - December 2014
John Hancock Funds, Inc November 2007 - December 2013
John Hancock Funds, Inc. August 2005 - November 2007
John Hancock Funds, Inc. December 2002 - August 2005
Imperial Pools April 2000 - December 2002
Geerlings & Wade May 1999 - May 2000
Burger King Corporation February 1995 - December 1999
Skills
Windows, Microsoft Office, Lotus Notes, SharePoint, Mac OS X, Photoshop, Illustrator, iWork, iTunes, iPhone, iPad, iCloud, Printers, Home Networking, Internet, Internet Banking, Social Media, Business Analysis, Process Improvement, Financial Services, OS X, Requirements Gathering, Project Management, Microsoft Excel, Analysis, Customer Service
Education
Fisher College 2011 — 2017
Bachelors Degree, Computer Science
Clark University 2002 — 2003
Certificate, Graphic Essentials / Graphic Design
Norton High School 1994 — 1997
Diploma
John Hancock Investments December 2002 - Present
John Hancock Investments December 2013 - December 2014
John Hancock Funds, Inc November 2007 - December 2013
John Hancock Funds, Inc. August 2005 - November 2007
John Hancock Funds, Inc. December 2002 - August 2005
Imperial Pools April 2000 - December 2002
Geerlings & Wade May 1999 - May 2000
Burger King Corporation February 1995 - December 1999
Skills
Windows, Microsoft Office, Lotus Notes, SharePoint, Mac OS X, Photoshop, Illustrator, iWork, iTunes, iPhone, iPad, iCloud, Printers, Home Networking, Internet, Internet Banking, Social Media, Business Analysis, Process Improvement, Financial Services, OS X, Requirements Gathering, Project Management, Microsoft Excel, Analysis, Customer Service
Education
Fisher College 2011 — 2017
Bachelors Degree, Computer Science
Clark University 2002 — 2003
Certificate, Graphic Essentials / Graphic Design
Norton High School 1994 — 1997
Diploma
Charles P. Rizzo's John Hancock Investments Experience November 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2014 - Present
John Hancock Financial Services June 2013 - October 2014
John Hancock Financial Services January 2013 - June 2013
Putnam Investments November 2012 - December 2012
Putnam Investments October 2011 - November 2012
J.P. Morgan June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Public Speaking, Financial Services, Customer Service, Teamwork, Mutual Funds, 401k, Retirement, Finance, Sales, Client Services, Investments
Education
John Carroll University 2008 — 2011
Bachelor of Science, Finance
John Cabot University 2010 — 2010
Study Abroad -Rome, Italy
Boston College High School 2004 — 2007
John Hancock Investments November 2014 - Present
John Hancock Financial Services June 2013 - October 2014
John Hancock Financial Services January 2013 - June 2013
Putnam Investments November 2012 - December 2012
Putnam Investments October 2011 - November 2012
J.P. Morgan June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Public Speaking, Financial Services, Customer Service, Teamwork, Mutual Funds, 401k, Retirement, Finance, Sales, Client Services, Investments
Education
John Carroll University 2008 — 2011
Bachelor of Science, Finance
John Cabot University 2010 — 2010
Study Abroad -Rome, Italy
Boston College High School 2004 — 2007
Nora Colliton's John Hancock Investments Experience March 2015 - Present
Job MBA, PMP, Sr Project and Program Manager | IT Implementation | Software Development | Team Leadership & Motivation
Industry Information Technology and Services
Experience
John Hancock Investments March 2015 - Present
Fidelity Investments February 2013 - December 2014
EMD Millipore October 2011 - July 2012
Health Dialog August 2007 - September 2011
Fidelity Investments 2006 - 2007
Wyeth Biotech 2005 - 2007
YBP Library Services 2004 - 2005
Manulife Financial 2003 - 2004
Putnam Investments 2000 - 2002
John Hancock Financial Services 1999 - 2000
Skills
Project Management, Change Management, SDLC, Program Management, Business Analysis, Process Improvement, Cross-functional Team..., IT Strategy, Integration, Software Documentation, Strategy, PMO, Budgets, Agile Methodologies, Management, Requirements Analysis, Vendor Management, PMP, Leadership, Quality Assurance, Software Project..., SharePoint, Team Leadership, Business Intelligence, MS Project, Visio, Risk Management, Software Development
Education
Providence College 1991 — 1993
MBA, International Business
Georgetown University 1984 — 1987
Bachelor of Science (B.S.), International Politics
Hopkins School
John Hancock Investments March 2015 - Present
Fidelity Investments February 2013 - December 2014
EMD Millipore October 2011 - July 2012
Health Dialog August 2007 - September 2011
Fidelity Investments 2006 - 2007
Wyeth Biotech 2005 - 2007
YBP Library Services 2004 - 2005
Manulife Financial 2003 - 2004
Putnam Investments 2000 - 2002
John Hancock Financial Services 1999 - 2000
Skills
Project Management, Change Management, SDLC, Program Management, Business Analysis, Process Improvement, Cross-functional Team..., IT Strategy, Integration, Software Documentation, Strategy, PMO, Budgets, Agile Methodologies, Management, Requirements Analysis, Vendor Management, PMP, Leadership, Quality Assurance, Software Project..., SharePoint, Team Leadership, Business Intelligence, MS Project, Visio, Risk Management, Software Development
Education
Providence College 1991 — 1993
MBA, International Business
Georgetown University 1984 — 1987
Bachelor of Science (B.S.), International Politics
Hopkins School
Daniel Haskins's John Hancock Investments Experience September 2011 - March 2015
Job Internal Business Development
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Ann Turley Ann Turley's John Hancock Investments Experience June 2007 - December 2011
Job Visual and Interactive Designer of Responsive Websites
Industry Internet
Experience
Artist Websites a Specialty January 2012 - Present
Artios Architects January 2012 - January 2014
Jane Estella Found Object Sculpture and Assemblage October 2012 - December 2013
Gail Jerauld Bos Art Work January 2013 - November 2013
Amanda Conklin Fine Arts June 2013 - September 2013
Paula Piraino Grimes Fine Arts August 2013 - August 2013
SAI Global May 2013 - August 2013
John Hancock Investments June 2007 - December 2011
BJ's Wholesale Club January 2007 - May 2007
TJX May 2006 - November 2006
Skills
Flash, Dreamweaver, Web Design, Illustrator, Email Marketing, Photoshop, Art Direction, Banners, Adobe Creative Suite, Interaction Design, Graphic Design, jQuery, HTML 5, CSS3, CSS, JavaScript, HTML, XHTML, Newsletters, Brochures, PHP, Web Analytics, Creative Direction, Brand Development, SEO, ActionScript, Web Development, Corporate Branding, Logo Design, Blogging, Multimedia, E-commerce, User Interface, Typography, Mac, Layout, SharePoint, Wordpress, Photography, Graphics, Corporate Identity, User Experience Design, Illustration, Advertising, Google Analytics, Flash Animation, WordPress, HTML5, User Interface Design
Education
Emmanuel College
B. A., Fine Arts
School of the Museum of Fine Arts
Painting
Artist Websites a Specialty January 2012 - Present
Artios Architects January 2012 - January 2014
Jane Estella Found Object Sculpture and Assemblage October 2012 - December 2013
Gail Jerauld Bos Art Work January 2013 - November 2013
Amanda Conklin Fine Arts June 2013 - September 2013
Paula Piraino Grimes Fine Arts August 2013 - August 2013
SAI Global May 2013 - August 2013
John Hancock Investments June 2007 - December 2011
BJ's Wholesale Club January 2007 - May 2007
TJX May 2006 - November 2006
Skills
Flash, Dreamweaver, Web Design, Illustrator, Email Marketing, Photoshop, Art Direction, Banners, Adobe Creative Suite, Interaction Design, Graphic Design, jQuery, HTML 5, CSS3, CSS, JavaScript, HTML, XHTML, Newsletters, Brochures, PHP, Web Analytics, Creative Direction, Brand Development, SEO, ActionScript, Web Development, Corporate Branding, Logo Design, Blogging, Multimedia, E-commerce, User Interface, Typography, Mac, Layout, SharePoint, Wordpress, Photography, Graphics, Corporate Identity, User Experience Design, Illustration, Advertising, Google Analytics, Flash Animation, WordPress, HTML5, User Interface Design
Education
Emmanuel College
B. A., Fine Arts
School of the Museum of Fine Arts
Painting
Michael Zack's John Hancock Investments Experience June 2015 - Present
Job Senior Operations Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
John Hancock Investments June 2015 - Present
State Street Bank January 2013 - Present
State Street Bank June 2008 - January 2013
Merrill Lynch May 2007 - September 2007
Skills
Equities, Corporate Actions, Bloomberg, Fixed Income, Bonds, Client Service, XSP, Custodians, Tender Offers, Rights Issues, Dividends, Microsoft Excel, Investments, PowerPoint, Finance, Research
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
John Hancock Investments June 2015 - Present
John Hancock Investments June 2015 - Present
State Street Bank January 2013 - Present
State Street Bank June 2008 - January 2013
Merrill Lynch May 2007 - September 2007
Skills
Equities, Corporate Actions, Bloomberg, Fixed Income, Bonds, Client Service, XSP, Custodians, Tender Offers, Rights Issues, Dividends, Microsoft Excel, Investments, PowerPoint, Finance, Research
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Prath Reddy Prath Reddy's John Hancock Investments Experience July 2009 - December 2009
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2013 - Present
Crédit Agricole CIB February 2011 - August 2013
TerraCycle May 2010 - January 2011
Orasys Consulting April 2010 - January 2011
John Hancock Investments July 2009 - December 2009
Esperanza International May 2009 - June 2009
Goldman Sachs July 2008 - December 2008
Liberty Mutual July 2007 - December 2007
Accountemps October 2006 - June 2007
Skills
Budget, Financial Analysis, Financial Modeling, Valuation, Risk Management, Investments, Bloomberg, Banking, Equities, Corporate Finance, Capital Markets, Mergers, Analysis, Portfolio Management, Insurance, Budgets, Mergers & Acquisitions, Business Development, Leadership, Microsoft Excel, Finance, Bonds, Fixed Income
Education
CFA Institute
2016 Level III Candidate in the CFA Program
Northeastern University 2005 — 2010
BS, Finance
Instituto Tecnológico de Santo Domingo 2009 — 2009
Summer Semester, Microfinance
Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
UBS Investment Bank August 2013 - Present
Crédit Agricole CIB February 2011 - August 2013
TerraCycle May 2010 - January 2011
Orasys Consulting April 2010 - January 2011
John Hancock Investments July 2009 - December 2009
Esperanza International May 2009 - June 2009
Goldman Sachs July 2008 - December 2008
Liberty Mutual July 2007 - December 2007
Accountemps October 2006 - June 2007
Skills
Budget, Financial Analysis, Financial Modeling, Valuation, Risk Management, Investments, Bloomberg, Banking, Equities, Corporate Finance, Capital Markets, Mergers, Analysis, Portfolio Management, Insurance, Budgets, Mergers & Acquisitions, Business Development, Leadership, Microsoft Excel, Finance, Bonds, Fixed Income
Education
CFA Institute
2016 Level III Candidate in the CFA Program
Northeastern University 2005 — 2010
BS, Finance
Instituto Tecnológico de Santo Domingo 2009 — 2009
Summer Semester, Microfinance
Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
Darlene Anderson's John Hancock Investments Experience September 2007 - Present
Job Senior VicePresident at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Susan H. Murphy Susan H. Murphy's John Hancock Investments Experience February 2014 - September 2014
Job Principal, Susan H, Murphy Communications
Industry Marketing and Advertising
Experience
John Hancock Investments February 2014 - September 2014
Eaton Vance Management March 2012 - February 2014
Susan H. Murphy Communications July 1994 - February 2014
MFS Investment Management, Boston, Massachusetts 2013 - 2013
State Street Global Advisors December 1989 - June 1994
Constitution Capital Management January 1984 - January 1989
Baton Rouge Magazine June 1983 - January 1984
Skills
Brochures, Investments, Direct Mail, Management, Investment Strategies, Corporate Identity, Feature Articles, Marketing Strategy, Email Marketing, Product Marketing, Web Content, Company Newsletters, Branding & Identity, Sales Presentations, Quarterly Reviews, White Papers, Project Management
Education
Bates College
B.A., English
John Hancock Investments February 2014 - September 2014
Eaton Vance Management March 2012 - February 2014
Susan H. Murphy Communications July 1994 - February 2014
MFS Investment Management, Boston, Massachusetts 2013 - 2013
State Street Global Advisors December 1989 - June 1994
Constitution Capital Management January 1984 - January 1989
Baton Rouge Magazine June 1983 - January 1984
Skills
Brochures, Investments, Direct Mail, Management, Investment Strategies, Corporate Identity, Feature Articles, Marketing Strategy, Email Marketing, Product Marketing, Web Content, Company Newsletters, Branding & Identity, Sales Presentations, Quarterly Reviews, White Papers, Project Management
Education
Bates College
B.A., English
Jennifer Kahane's John Hancock Investments Experience May 2015 - Present
Job Associate Director, Institutional Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2015 - Present
TripAdvisor July 2013 - October 2014
State Street Global Advisors July 2011 - June 2013
Integrated Design Group, Inc. September 2010 - July 2011
Skills
Salesforce.com, ETFs, Series 63, Mutual Funds, Microsoft Excel, PowerPoint, Series 7, Social Media, Marketing Strategy, Spanish, International Business, Bilingual-Spanish, Microsoft Office, Excel, Salesforce, Adobe Creative Suite, 529 Plans, Wholesale, Cold Calling, Onyx, MyEmma, PeopleSoft, online media, Sales Management, Strategic Planning, Outside Sales, Presenting to Clients, client retention, Manage Client..., Global Business..., E-commerce, Start-ups
Education
University of Vermont 2007 — 2010
Bachelors, Spanish, Marketing
Universidad de Sevilla 2008 — 2008
Spanish Language and Literature
James Madison University 2006 — 2007
Bachelors, International Business, Spanish
Universidad de San José, Nicoya, Costa Rica 2005 — 2005
Spanish Language and Literature
Hingham High School
John Hancock Investments May 2015 - Present
TripAdvisor July 2013 - October 2014
State Street Global Advisors July 2011 - June 2013
Integrated Design Group, Inc. September 2010 - July 2011
Skills
Salesforce.com, ETFs, Series 63, Mutual Funds, Microsoft Excel, PowerPoint, Series 7, Social Media, Marketing Strategy, Spanish, International Business, Bilingual-Spanish, Microsoft Office, Excel, Salesforce, Adobe Creative Suite, 529 Plans, Wholesale, Cold Calling, Onyx, MyEmma, PeopleSoft, online media, Sales Management, Strategic Planning, Outside Sales, Presenting to Clients, client retention, Manage Client..., Global Business..., E-commerce, Start-ups
Education
University of Vermont 2007 — 2010
Bachelors, Spanish, Marketing
Universidad de Sevilla 2008 — 2008
Spanish Language and Literature
James Madison University 2006 — 2007
Bachelors, International Business, Spanish
Universidad de San José, Nicoya, Costa Rica 2005 — 2005
Spanish Language and Literature
Hingham High School
Andrew Norton, CIMA®'s John Hancock Investments Experience January 2009 - Present
Job Managing Director, Institutional Distribution at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
Alex Cadoret's John Hancock Investments Experience August 2013 - Present
Job Investment Management & Business Consulting
Industry Investment Management
Experience
John Hancock Investments August 2013 - Present
Boston Whoopie February 2013 - June 2014
The Boston Company Asset Management, LLC May 2010 - March 2013
Purse-onality, The Boutique March 2011 - November 2011
State Street January 2009 - May 2010
eSecLending February 2008 - January 2009
Skills
Asset Management, Bloomberg, Client Relations Skills, Relationship Management, Client Service, Product Marketing, Equities, Investment Management, Series 7, Series 63, Client Services, Mutual Funds, Investments, Alternative Investments, Financial Services, Sales Support, Securities Lending, Performance Reporting, International Sales, Factset, UCITS, Reporting & Analysis, Global Client Management, Marketing Communications, Fixed Income, Securities, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2014 — 2017
Master of Business Administration (M.B.A.)
Suffolk University 2005 — 2008
Bachelor of Science (BS), Finance
John Hancock Investments August 2013 - Present
Boston Whoopie February 2013 - June 2014
The Boston Company Asset Management, LLC May 2010 - March 2013
Purse-onality, The Boutique March 2011 - November 2011
State Street January 2009 - May 2010
eSecLending February 2008 - January 2009
Skills
Asset Management, Bloomberg, Client Relations Skills, Relationship Management, Client Service, Product Marketing, Equities, Investment Management, Series 7, Series 63, Client Services, Mutual Funds, Investments, Alternative Investments, Financial Services, Sales Support, Securities Lending, Performance Reporting, International Sales, Factset, UCITS, Reporting & Analysis, Global Client Management, Marketing Communications, Fixed Income, Securities, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2014 — 2017
Master of Business Administration (M.B.A.)
Suffolk University 2005 — 2008
Bachelor of Science (BS), Finance
Sean Speer, CFA's John Hancock Investments Experience August 2013 - March 2015
Job Director, Portfolio & Investment Risk Oversight at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments August 2013 - March 2015
John Hancock Financial Services August 2011 - August 2013
The Wartosky Group, LLC July 2008 - March 2011
The Wartosky Group, LLC August 2007 - July 2008
The Wartosky Group, LLC June 2006 - August 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Fixed Income, Asset Management, Bloomberg, Hedge Funds, Investment Management, Portfolio Management, Securities, Series 7, Investment Strategies, Financial Modeling
Education
Babson College
Economics & Finance
John Hancock Investments August 2013 - March 2015
John Hancock Financial Services August 2011 - August 2013
The Wartosky Group, LLC July 2008 - March 2011
The Wartosky Group, LLC August 2007 - July 2008
The Wartosky Group, LLC June 2006 - August 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Fixed Income, Asset Management, Bloomberg, Hedge Funds, Investment Management, Portfolio Management, Securities, Series 7, Investment Strategies, Financial Modeling
Education
Babson College
Economics & Finance
Katie LaFleur McKay Katie LaFleur McKay's John Hancock Investments Experience December 2011 - Present
Job National Sales Manager, Inside Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
Gabriele Vincenzo Gabriele Vincenzo's John Hancock Investments Experience December 2014 - Present
Job Portfolio Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
Fred Shane, CFE, MBA, MSPPM, MBE, FLMI Fred Shane, CFE, MBA, MSPPM, MBE, FLMI's John Hancock Investments Experience September 2004 - September 2005
Job Chief Risk Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Taylor Lydon, CFP® Taylor Lydon, CFP®'s John Hancock Investments Experience January 2014 - Present
Job Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
Robert Fanelli, CFA's John Hancock Investments Experience January 2006 - January 2015
Job Head of Manager Oversight, State Street Global Advisors
Industry Financial Services
Experience
John Hancock Investments January 2006 - January 2015
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Boston College 1990 — 1994
BA, Economics
John Hancock Investments January 2006 - January 2015
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Boston College 1990 — 1994
BA, Economics
William Nobles, CFA William Nobles, CFA's John Hancock Investments Experience August 2015 - Present
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments August 2015 - Present
CapTrust Advisors, LLC February 2015 - August 2015
Transamerica Asset Management Group June 2007 - December 2014
Bank of America 2005 - 2007
Columbia Management 2003 - 2005
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
University of South Florida 1999 — 2001
B.S., Finance, Economics
John Hancock Investments August 2015 - Present
CapTrust Advisors, LLC February 2015 - August 2015
Transamerica Asset Management Group June 2007 - December 2014
Bank of America 2005 - 2007
Columbia Management 2003 - 2005
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
University of South Florida 1999 — 2001
B.S., Finance, Economics
Remy Daou's John Hancock Investments Experience October 2014 - Present
Job Training and Development Specialist, Sales at John Hancock Investments
Industry Professional Training & Coaching
Experience
John Hancock Investments October 2014 - Present
Public Consulting Group June 2013 - October 2014
Public Consulting Group October 2012 - June 2013
Law office of Randy Feldman September 2011 - May 2012
Holy Cross Academic Services August 2011 - May 2012
Refugee Legal Service September 2010 - June 2011
College of the Holy Cross Financial Aid May 2009 - May 2010
Skills
Training, Training Co-ordination, Learning Management..., Corporate Training, Organizational..., Management, Microsoft Office, Program Coordination, Training Needs Analysis, Employee Training, Dreamweaver, Program Management, Analysis, Customer Service, Leadership Development, Articulate Studio, Talent Management, Staff Development, Fundraising, Interviews, PowerPoint, Events Coordination, Public Speaking, Workshop Facilitation, Microsoft Excel, Data Analysis, Training
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Trinity College, Dublin 2010 — 2011
Psychology
John Hancock Investments October 2014 - Present
Public Consulting Group June 2013 - October 2014
Public Consulting Group October 2012 - June 2013
Law office of Randy Feldman September 2011 - May 2012
Holy Cross Academic Services August 2011 - May 2012
Refugee Legal Service September 2010 - June 2011
College of the Holy Cross Financial Aid May 2009 - May 2010
Skills
Training, Training Co-ordination, Learning Management..., Corporate Training, Organizational..., Management, Microsoft Office, Program Coordination, Training Needs Analysis, Employee Training, Dreamweaver, Program Management, Analysis, Customer Service, Leadership Development, Articulate Studio, Talent Management, Staff Development, Fundraising, Interviews, PowerPoint, Events Coordination, Public Speaking, Workshop Facilitation, Microsoft Excel, Data Analysis, Training
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Trinity College, Dublin 2010 — 2011
Psychology
David Henesey, CRPC's John Hancock Investments Experience January 2014 - June 2014
Job Principal, Intermediary Business Group
Industry Financial Services
Experience
State Street Global Advisors March 2015 - Present
Simple Alternatives July 2014 - March 2015
John Hancock Investments January 2014 - June 2014
John Hancock Investments 2012 - December 2013
John Hancock Financial Services January 2011 - December 2012
John Hancock Investments May 2007 - December 2010
Columbia Management October 2006 - January 2007
State Street September 2005 - October 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rollins College 2001 — 2005
Bachelor of Arts (B.A.), Economics
State Street Global Advisors March 2015 - Present
Simple Alternatives July 2014 - March 2015
John Hancock Investments January 2014 - June 2014
John Hancock Investments 2012 - December 2013
John Hancock Financial Services January 2011 - December 2012
John Hancock Investments May 2007 - December 2010
Columbia Management October 2006 - January 2007
State Street September 2005 - October 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rollins College 2001 — 2005
Bachelor of Arts (B.A.), Economics
David G. Owens's John Hancock Investments Experience March 2005 - Present
Job Wholesaler Sr. VP John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2005 - Present
ING February 2003 - March 2004
Skills
Series 7, Mutual Funds
Education
Brigham Young University 2000 — 2002
Master of Business Administration (M.B.A.)
Brigham Young University 1988 — 1996
Bachelor of Science (B.S.)
John Hancock Investments March 2005 - Present
ING February 2003 - March 2004
Skills
Series 7, Mutual Funds
Education
Brigham Young University 2000 — 2002
Master of Business Administration (M.B.A.)
Brigham Young University 1988 — 1996
Bachelor of Science (B.S.)
Marcus Sharp, MBA, MSF, MST Marcus Sharp, MBA, MSF, MST's John Hancock Investments Experience August 2013 - Present
Job Sr. Financial & Reporting Analyst/Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management June 2010 - August 2013
Standish Mellon Asset Management January 2008 - June 2010
BNY Mellon November 2004 - January 2008
BNY Mellon September 2004 - November 2004
Fidelity Investments October 2003 - April 2004
Genzyme August 2002 - October 2003
Boston Capital September 2000 - August 2001
USTrust, now merged as Citizens Bank August 1997 - December 1999
BankBoston, now merged as Bank of America August 1994 - August 1997
Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer School of Management 2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Masters of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Masters of Science in Finance
Harvard Extension School 2000 — 2001
IT Course, Communication Protocols and Internet Architectures
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Masters of Business Administration
Boston University 1989 — 1994
Bachelor of Arts, Economics
Kennett High School 1985 — 1989
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management June 2010 - August 2013
Standish Mellon Asset Management January 2008 - June 2010
BNY Mellon November 2004 - January 2008
BNY Mellon September 2004 - November 2004
Fidelity Investments October 2003 - April 2004
Genzyme August 2002 - October 2003
Boston Capital September 2000 - August 2001
USTrust, now merged as Citizens Bank August 1997 - December 1999
BankBoston, now merged as Bank of America August 1994 - August 1997
Skills
Hyperion Enterprise, PeopleSoft, Lotus Notes, SharePoint, Outlook, Microsoft Office, Cartesis, Mobius, Oracle, Catalyst, Checkpoint, Microstrategy, CCH, GUI, SixNet, Hyperion, MGFPRO, Revenue Manager, AS400, Pivotal, MER, Advent Geneva, Blackline, ComSci, Pershing-UDT, OPIN, MARS, Essbase, Financial Analysis, Finance, Account Reconciliation, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Managerial Finance, Variance Analysis, Financial Statements, Accounts Receivable, Consolidation, GAAP, Accruals, Financial Risk, Financial Services, Fixed Assets, Portfolio Management, Mutual Funds, Investments, Strategy, Management
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer School of Management 2006 — 2007
MSA Courses: Intermediate Financial Accounting, Auditing & Assurance and Business Law
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Masters of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Masters of Science in Finance
Harvard Extension School 2000 — 2001
IT Course, Communication Protocols and Internet Architectures
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Masters of Business Administration
Boston University 1989 — 1994
Bachelor of Arts, Economics
Kennett High School 1985 — 1989
Michael LeBel, CFA, CAIA's John Hancock Investments Experience 2008 - September 2013
Job Investment Professional
Industry Financial Services
Experience
Weyland Capital Management October 2013 - May 2014
John Hancock Investments 2008 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments May 2002 - August 2005
Skills
Series 7, Series 63, High Net Worth Sales, Asset Allocation, Financial Planning, Portfolio Management, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, 401k, Emerging Markets, Retirement Planning, Equities, Asset Management, Investment Management, Wealth Management, Relationship Management, Fixed Income
Education
Boston College - Carroll School of Management
MBA
Keene State College
BS, Business Management
Weyland Capital Management October 2013 - May 2014
John Hancock Investments 2008 - September 2013
Fidelity Investments 2005 - 2008
Fidelity Investments May 2002 - August 2005
Skills
Series 7, Series 63, High Net Worth Sales, Asset Allocation, Financial Planning, Portfolio Management, Strategic Financial..., Investments, Finance, Due Diligence, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, 401k, Emerging Markets, Retirement Planning, Equities, Asset Management, Investment Management, Wealth Management, Relationship Management, Fixed Income
Education
Boston College - Carroll School of Management
MBA
Keene State College
BS, Business Management
Jason Sechrist, CIMA®, AIF®'s John Hancock Investments Experience January 2015 - Present
Job DCIO Specialist at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2015 - Present
John Hancock Investments July 2014 - Present
John Hancock Investments September 2011 - June 2014
John Hancock Investments March 2010 - August 2011
Sechrist Financial Services September 2009 - February 2010
Bank of America June 2008 - March 2009
Skills
Series 63, Series 7, Series 6, Financial Services, Equities, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Bloomberg, Alternative Investments, Investment Management
Education
Boston College 2004 — 2008
B.S., Finance
John Hancock Investments January 2015 - Present
John Hancock Investments July 2014 - Present
John Hancock Investments September 2011 - June 2014
John Hancock Investments March 2010 - August 2011
Sechrist Financial Services September 2009 - February 2010
Bank of America June 2008 - March 2009
Skills
Series 63, Series 7, Series 6, Financial Services, Equities, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Bloomberg, Alternative Investments, Investment Management
Education
Boston College 2004 — 2008
B.S., Finance
Jennifer Denning's John Hancock Investments Experience April 2015 - Present
Job Commercial Portfolio Administrator at Equity Residential
Industry Commercial Real Estate
Experience
John Hancock Investments April 2015 - Present
The Grossman Companies, Inc. December 2013 - October 2014
Equity Residential January 2003 - July 2013
Skills
Real Estate, Contract Negotiation, Customer Service, Marketing, Outlook, Microsoft Office, Social Media, Investment Properties, Microsoft Excel, Project Management, Social Media Marketing, MRI Software, Yardi Property..., Sage Timberline Office, Office Buildings, Commercial Buildings, Tenant Improvement..., Commercial Real Estate
Education
Regis College 1994 — 1995
BA, Political Science
Bradley University 1991 — 1994
Political Science
John Hancock Investments April 2015 - Present
The Grossman Companies, Inc. December 2013 - October 2014
Equity Residential January 2003 - July 2013
Skills
Real Estate, Contract Negotiation, Customer Service, Marketing, Outlook, Microsoft Office, Social Media, Investment Properties, Microsoft Excel, Project Management, Social Media Marketing, MRI Software, Yardi Property..., Sage Timberline Office, Office Buildings, Commercial Buildings, Tenant Improvement..., Commercial Real Estate
Education
Regis College 1994 — 1995
BA, Political Science
Bradley University 1991 — 1994
Political Science
Tim Barile Tim Barile's John Hancock Investments Experience January 2015 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2015 - Present
Direxionfunds January 2013 - May 2014
Baron Capital June 2009 - November 2012
Allianz Global Investors February 2007 - June 2009
ADP October 2005 - April 2006
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Allocation, Alternative Investments, Separately Managed..., Asset Managment, Investments, Fixed Income, ETFs, Equities, Series 6, 529 Plans, Uniform Combined State..., Financial Markets, Securities, Wealth Management..., Wealth Management
Education
Ramapo College of NJ
Bachelor of Science, Business
Don Bosco Prep 1996 — 1999
Assumption College
John Hancock Investments January 2015 - Present
Direxionfunds January 2013 - May 2014
Baron Capital June 2009 - November 2012
Allianz Global Investors February 2007 - June 2009
ADP October 2005 - April 2006
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Allocation, Alternative Investments, Separately Managed..., Asset Managment, Investments, Fixed Income, ETFs, Equities, Series 6, 529 Plans, Uniform Combined State..., Financial Markets, Securities, Wealth Management..., Wealth Management
Education
Ramapo College of NJ
Bachelor of Science, Business
Don Bosco Prep 1996 — 1999
Assumption College
Matthew Hanson Matthew Hanson's John Hancock Investments Experience February 2007 - Present
Job Managing Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments February 2007 - Present
Skills
Mutual Funds, Separately Managed..., Business Development, Territory Management, Series 63, Series 6, Asset Allocation, Series 65, Investments, Alternative Investments, Fixed Annuities, 401k, Wealth Management, Retirement Planning, Institutional, Investment Strategies, Financial Advisory, Relationship Management
Education
University of Vermont
BS, Business Administration
Deerfield Academy
High School
John Hancock Investments February 2007 - Present
Skills
Mutual Funds, Separately Managed..., Business Development, Territory Management, Series 63, Series 6, Asset Allocation, Series 65, Investments, Alternative Investments, Fixed Annuities, 401k, Wealth Management, Retirement Planning, Institutional, Investment Strategies, Financial Advisory, Relationship Management
Education
University of Vermont
BS, Business Administration
Deerfield Academy
High School
Wesley Walker's John Hancock Investments Experience February 2011 - August 2011
Job Senior Associate at Butler Burgher Group
Industry Real Estate
Experience
BBG-Butler Burgher Group June 2013 - Present
BST Global September 2011 - May 2013
John Hancock Investments February 2011 - August 2011
Financial Architects Partners March 2010 - February 2011
Skills
Strategic Planning, Business Development, Management Consulting, Microsoft Excel, Real Estate, Analysis, Marketing Strategy, Strategy, Business Strategy, Entrepreneurship, Analytics
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Economics
BBG-Butler Burgher Group June 2013 - Present
BST Global September 2011 - May 2013
John Hancock Investments February 2011 - August 2011
Financial Architects Partners March 2010 - February 2011
Skills
Strategic Planning, Business Development, Management Consulting, Microsoft Excel, Real Estate, Analysis, Marketing Strategy, Strategy, Business Strategy, Entrepreneurship, Analytics
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Joseph Santullo's John Hancock Investments Experience June 2013 - August 2013
Job Mutual Fund Services Specialist at Eaton Vance
Industry
Experience
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Laura Munroe Laura Munroe's John Hancock Investments Experience July 2013 - Present
Job Business Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2013 - Present
John Hancock Investments February 2012 - June 2013
Education
Great Bay Community College
Associate's degree, Business Administration and Management, General
John Hancock Investments July 2013 - Present
John Hancock Investments February 2012 - June 2013
Education
Great Bay Community College
Associate's degree, Business Administration and Management, General
Nate Rowe Nate Rowe's John Hancock Investments Experience April 2015 - Present
Job Manager Service Operations at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments April 2015 - Present
John Hancock Investments October 2013 - April 2015
John Hancock Investments October 2012 - October 2013
John Hancock Investments May 2012 - October 2012
John Hancock Investments July 2011 - May 2012
Skills
Customer Service, Mutual Funds, Contact Centers, Contact Center..., Investments, Coaching, Management, Quality Assurance, Leadership, Call Centers, Business Analysis, Team Leadership
Education
Keene State College 2007 — 2011
John Hancock Investments April 2015 - Present
John Hancock Investments October 2013 - April 2015
John Hancock Investments October 2012 - October 2013
John Hancock Investments May 2012 - October 2012
John Hancock Investments July 2011 - May 2012
Skills
Customer Service, Mutual Funds, Contact Centers, Contact Center..., Investments, Coaching, Management, Quality Assurance, Leadership, Call Centers, Business Analysis, Team Leadership
Education
Keene State College 2007 — 2011
Chris Colabrese's John Hancock Investments Experience June 2015 - Present
Job Associate Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
John Hancock Investments June 2015 - Present
Eaton Vance December 2010 - June 2015
Fidelity Investments Institutional Services May 2008 - December 2010
Skills
Series 7, Asset Allocation, Investment Management, Securities, Asset Management, Economics, Alternative Investments, Uniform Combined State..., Mutual Funds, Financial Advisory, Investment Banking, Strategic Financial..., Capital Markets, Separately Managed..., Investment Strategies, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Masters of Science, Finance
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Economics, 3.7
Morgan Nichols, CRPC® Morgan Nichols, CRPC®'s John Hancock Investments Experience April 2015 - June 2015
Job Financial Advisor at Nichols Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Eric Korpalski, MBA, MST's John Hancock Investments Experience December 2012 - Present
Job Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
John Hancock Long-Term Care June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) June 2007 - July 2009
Liberty Mutual Group February 2006 - July 2007
Wells Fargo Financial October 2004 - February 2006
Skills
Analysis, Financial Analysis, Financial Modeling, Account Reconciliation, Tax, Business Analysis, PowerPoint, Data Analysis, General Ledger, Financial Statements, US GAAP, Investments, Essbase, Excel, WebFOCUS, Treasury Systems, Financial Reporting, Word, SharePoint, Statistical Modeling, Query Tool, Hummingbird, Template Creation, Template Building, Consulting, Morningstar, SNL, Finance, Microsoft Excel, Management, Leadership, Accounting, Insurance, Mutual Funds, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2012
Masters in Taxation, Taxation, 3.4
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Accountancy and Financial Planning, 3.4
Pennsylvania State University 2000 — 2003
Bachelor of Science, Business with Finance Option, 3.4
Luzerne County Community College 1999 — 2001
Associate, Aviation Management-Professional Pilot
John Hancock Investments December 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
John Hancock Long-Term Care June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) June 2007 - July 2009
Liberty Mutual Group February 2006 - July 2007
Wells Fargo Financial October 2004 - February 2006
Skills
Analysis, Financial Analysis, Financial Modeling, Account Reconciliation, Tax, Business Analysis, PowerPoint, Data Analysis, General Ledger, Financial Statements, US GAAP, Investments, Essbase, Excel, WebFOCUS, Treasury Systems, Financial Reporting, Word, SharePoint, Statistical Modeling, Query Tool, Hummingbird, Template Creation, Template Building, Consulting, Morningstar, SNL, Finance, Microsoft Excel, Management, Leadership, Accounting, Insurance, Mutual Funds, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2012
Masters in Taxation, Taxation, 3.4
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Accountancy and Financial Planning, 3.4
Pennsylvania State University 2000 — 2003
Bachelor of Science, Business with Finance Option, 3.4
Luzerne County Community College 1999 — 2001
Associate, Aviation Management-Professional Pilot
Bryan Potts, CFA Bryan Potts, CFA's John Hancock Investments Experience October 2007 - November 2014
Job Senior Market Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
Andrew Schiavone's John Hancock Investments Experience May 2015 - August 2015
Job Accounting Intern at Integration Partners
Industry Accounting
Experience
John Hancock Investments May 2015 - August 2015
John Hancock Investments May 2014 - August 2014
Massachusetts State House May 2013 - August 2013
Skills
Microsoft Excel, Accounting, Time Management, Microsoft Office, Teamwork, Critical Thinking, Public Speaking, Research, Data Analysis, Corporate Tax, Financial Accounting, PowerPoint, Google Docs, Project Management, Mutual Funds, Microsoft Access, Corporate Communications, Fund Administration, Social Media
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Accounting, Law Minor, Senior
Central Catholic High School Lawrence, MA 2008 — 2012
John Hancock Investments May 2015 - August 2015
John Hancock Investments May 2014 - August 2014
Massachusetts State House May 2013 - August 2013
Skills
Microsoft Excel, Accounting, Time Management, Microsoft Office, Teamwork, Critical Thinking, Public Speaking, Research, Data Analysis, Corporate Tax, Financial Accounting, PowerPoint, Google Docs, Project Management, Mutual Funds, Microsoft Access, Corporate Communications, Fund Administration, Social Media
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Accounting, Law Minor, Senior
Central Catholic High School Lawrence, MA 2008 — 2012
Michael Petrowski Michael Petrowski's John Hancock Investments Experience May 2015 - Present
Job Funds Intern at John Hancock Investments
Industry Accounting
Experience
Franklin Pierce University Fiscal Planning Committee September 2014 - Present
Franklin Pierce University Accounting Office October 2013 - Present
Franklin Pierce University Class Treasurer September 2012 - Present
Demoulas Supermarket January 2009 - Present
John Hancock Investments May 2015 - Present
Skills
Leadership, Communication, Presentation Skills, People Skills, Accounting, Microsoft Excel, PowerPoint, Time Management, Access, Social Media
Education
Franklin Pierce University 2012 — 2016
Accounting
Franklin Pierce University Fiscal Planning Committee September 2014 - Present
Franklin Pierce University Accounting Office October 2013 - Present
Franklin Pierce University Class Treasurer September 2012 - Present
Demoulas Supermarket January 2009 - Present
John Hancock Investments May 2015 - Present
Skills
Leadership, Communication, Presentation Skills, People Skills, Accounting, Microsoft Excel, PowerPoint, Time Management, Access, Social Media
Education
Franklin Pierce University 2012 — 2016
Accounting
Kevin McMahon's John Hancock Investments Experience November 2008 - September 2014
Job Director, Social Media and Digital Content at Nickerson PR
Industry Public Relations and Communications
Experience
Nickerson PR September 2014 - Present
John Hancock Investments November 2008 - September 2014
Standard & Poor's January 2007 - October 2008
Standard & Poor's May 2004 - December 2006
edocs, Inc March 2002 - May 2004
Tradeout, Inc September 1999 - June 2001
Skills
Digital Marketing, Social Media, Web Applications, Email Marketing, Content Management, Web Analytics, Website Development, Web Marketing, Interactive Marketing, CRM, Lead Generation, E-commerce, Web Development, Marketing, Advertising, Business Analysis, Online Marketing
Education
Babson College 1995 — 1999
B.S., Entrepreneurship and Corporate Finance
Babson College 1995 — 1999
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Nickerson PR September 2014 - Present
John Hancock Investments November 2008 - September 2014
Standard & Poor's January 2007 - October 2008
Standard & Poor's May 2004 - December 2006
edocs, Inc March 2002 - May 2004
Tradeout, Inc September 1999 - June 2001
Skills
Digital Marketing, Social Media, Web Applications, Email Marketing, Content Management, Web Analytics, Website Development, Web Marketing, Interactive Marketing, CRM, Lead Generation, E-commerce, Web Development, Marketing, Advertising, Business Analysis, Online Marketing
Education
Babson College 1995 — 1999
B.S., Entrepreneurship and Corporate Finance
Babson College 1995 — 1999
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Joe Martini's John Hancock Investments Experience November 2013 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2013 - Present
Northwestern Mutual November 2011 - November 2013
A.J. Martini, Inc. June 2010 - September 2010
Skills
Financial Services, Strategic Financial..., Series 7, Marketing, Mutual Funds, Investments, Retirement Planning, Management, Insurance, Series 63
Education
Assumption College 2008 — 2011
Management, Finance, Small Business & Entrepreneurship, & Business Law
John Hancock Investments November 2013 - Present
Northwestern Mutual November 2011 - November 2013
A.J. Martini, Inc. June 2010 - September 2010
Skills
Financial Services, Strategic Financial..., Series 7, Marketing, Mutual Funds, Investments, Retirement Planning, Management, Insurance, Series 63
Education
Assumption College 2008 — 2011
Management, Finance, Small Business & Entrepreneurship, & Business Law
Bob Cecere's John Hancock Investments Experience 1989 - 1994
Job COO, North America at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Jeffrey Roche, CRPC® Jeffrey Roche, CRPC®'s John Hancock Investments Experience July 2014 - Present
Job 529 Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
John Hancock Investments June 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
Jeffrey E. Roche Real Estate August 2006 - April 2011
MFS Investment Management April 2004 - June 2006
Skills
Sales, Mutual Funds, Series 63, Customer Service, Investments, Alternative Investments, Securities, Asset Management, Series 6, Series 7, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Microsoft Excel, Retirement, College Savings Plans
Education
Connecticut College 1994 — 1998
B.A., Economics
St. Mark's School, Southborough, MA 1989 — 1994
Dexter School, Brookline, MA 1984 — 1989
John Hancock Investments July 2014 - Present
John Hancock Investments June 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
Jeffrey E. Roche Real Estate August 2006 - April 2011
MFS Investment Management April 2004 - June 2006
Skills
Sales, Mutual Funds, Series 63, Customer Service, Investments, Alternative Investments, Securities, Asset Management, Series 6, Series 7, Financial Services, Asset Allocation, Wealth Management, Retirement Planning, Microsoft Excel, Retirement, College Savings Plans
Education
Connecticut College 1994 — 1998
B.A., Economics
St. Mark's School, Southborough, MA 1989 — 1994
Dexter School, Brookline, MA 1984 — 1989
Bobby Allen, CIMA®'s John Hancock Investments Experience April 2013 - August 2015
Job Regional Vice President, New England at W. E. Donoghue & Co., Inc
Industry Financial Services
Experience
W. E. Donoghue & Co., Inc September 2015 - Present
John Hancock Investments April 2013 - August 2015
John Hancock Investments March 2012 - March 2013
John Hancock Investments February 2011 - March 2012
Morgan Stanley Smith Barney April 2010 - January 2011
Baystate Financial Services August 2009 - April 2010
Boston Bruins Professional Hockey Club 2006 - 2008
New Jersey Devils September 2004 - April 2006
Edmonton Oilers Hockey Club March 2002 - May 2004
Boston Bruins Professional Hockey Club September 2001 - March 2002
Skills
FINRA, Financial Advisory, Mutual Funds, Series 7, Investments, Series 63
Education
Boston College 1997 — 2001
BS, Marketing
Cushing Academy 1993 — 1997
W. E. Donoghue & Co., Inc September 2015 - Present
John Hancock Investments April 2013 - August 2015
John Hancock Investments March 2012 - March 2013
John Hancock Investments February 2011 - March 2012
Morgan Stanley Smith Barney April 2010 - January 2011
Baystate Financial Services August 2009 - April 2010
Boston Bruins Professional Hockey Club 2006 - 2008
New Jersey Devils September 2004 - April 2006
Edmonton Oilers Hockey Club March 2002 - May 2004
Boston Bruins Professional Hockey Club September 2001 - March 2002
Skills
FINRA, Financial Advisory, Mutual Funds, Series 7, Investments, Series 63
Education
Boston College 1997 — 2001
BS, Marketing
Cushing Academy 1993 — 1997
Long Tang Long Tang's John Hancock Investments Experience August 2015 - Present
Job Asset Management Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
UBS February 2014 - August 2014
Blu. April 2014 - July 2014
The Aclaime Group January 2014 - May 2014
Tangren Group, LLC March 2011 - January 2014
Chinese Future Entrepreneur Foundation and Club February 2011 - February 2012
Kaplan University July 2009 - August 2010
HSBC February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Financial Modeling, Leadership, Financial Analysis, Finance, Management, Strategy, Data Analysis, Analysis, Corporate Finance, Portfolio Management, Valuation, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Master of Finance
University of Utah 2010 — 2013
Bachelor's degree, Economics and Computer Science
Northeastern University 2010 — 2011
Bachelor's degree, Economics
John Hancock Investments August 2015 - Present
UBS February 2014 - August 2014
Blu. April 2014 - July 2014
The Aclaime Group January 2014 - May 2014
Tangren Group, LLC March 2011 - January 2014
Chinese Future Entrepreneur Foundation and Club February 2011 - February 2012
Kaplan University July 2009 - August 2010
HSBC February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Financial Modeling, Leadership, Financial Analysis, Finance, Management, Strategy, Data Analysis, Analysis, Corporate Finance, Portfolio Management, Valuation, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Master of Finance
University of Utah 2010 — 2013
Bachelor's degree, Economics and Computer Science
Northeastern University 2010 — 2011
Bachelor's degree, Economics
Stuart Patrick's John Hancock Investments Experience May 2015 - Present
Job Director of Infrastructure and Governance at John Hancock Investments
Industry Insurance
Experience
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
Max Goldstein's John Hancock Investments Experience May 2015 - Present
Job Sales Support Intern at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2015 - Present
John Hancock Investments May 2014 - August 2014
John Hancock Investments June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Finance, Time Management
Education
Boston College 2014 — 2017
Economics
Pingree School 2009 — 2013
John Hancock Investments May 2015 - Present
John Hancock Investments May 2014 - August 2014
John Hancock Investments June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Finance, Time Management
Education
Boston College 2014 — 2017
Economics
Pingree School 2009 — 2013
Jason Tapia's John Hancock Investments Experience June 2015 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2015 - Present
Fisher Investments January 2015 - June 2015
Fisher Investments June 2013 - January 2015
Boys Town North Florida February 2013 - May 2013
Ronald McDonald House Charities of Tallahassee August 2012 - May 2013
Florida State University September 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
The Guardian Life Insurance Company of America June 2011 - December 2011
Mega Ace Photography February 2011 - May 2011
Skills
Finance, Investments, Financial Services, Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing
John Hancock Investments June 2015 - Present
Fisher Investments January 2015 - June 2015
Fisher Investments June 2013 - January 2015
Boys Town North Florida February 2013 - May 2013
Ronald McDonald House Charities of Tallahassee August 2012 - May 2013
Florida State University September 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
The Guardian Life Insurance Company of America June 2011 - December 2011
Mega Ace Photography February 2011 - May 2011
Skills
Finance, Investments, Financial Services, Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing
Alexander Feo's John Hancock Investments Experience June 2013 - December 2014
Job Sr. Credit Analyst at TD Bank
Industry Financial Services
Experience
TD July 2015 - Present
Metis Commercial Finance May 2015 - July 2015
Salus Capital Partners December 2014 - May 2015
John Hancock Investments June 2013 - December 2014
Skills
Commercial Lending, Asset Based Lending, Underwriting, Financial Modeling, Financial Analysis, Credit Risk, PowerPoint, Mutual Funds, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Fund Administration, Equity Research, Equity Valuation, Pricing Analysis, Fixed Income, Derivatives, Collateral Analysis, Risk Analysis, Moody's Risk Analyst
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor, Business Administration: Finance, with a secondary major in Legal Studies, Magna Cum Laude: 3.81 Cumulative GPA
TD July 2015 - Present
Metis Commercial Finance May 2015 - July 2015
Salus Capital Partners December 2014 - May 2015
John Hancock Investments June 2013 - December 2014
Skills
Commercial Lending, Asset Based Lending, Underwriting, Financial Modeling, Financial Analysis, Credit Risk, PowerPoint, Mutual Funds, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Fund Administration, Equity Research, Equity Valuation, Pricing Analysis, Fixed Income, Derivatives, Collateral Analysis, Risk Analysis, Moody's Risk Analyst
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor, Business Administration: Finance, with a secondary major in Legal Studies, Magna Cum Laude: 3.81 Cumulative GPA
Anthony Albano Anthony Albano's John Hancock Investments Experience July 2010 - Present
Job Regional Vice President at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2010 - Present
John Hancock Financial Services October 2006 - July 2010
Skills
Mutual Funds, Alternative Investments, Public Speaking, Retirement Planning, CRPC, Series 7, Series 63, Risk Management, Relationship Management, 401k, Fixed Annuities, Sales
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
John Hancock Investments July 2010 - Present
John Hancock Financial Services October 2006 - July 2010
Skills
Mutual Funds, Alternative Investments, Public Speaking, Retirement Planning, CRPC, Series 7, Series 63, Risk Management, Relationship Management, 401k, Fixed Annuities, Sales
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Asim Ghaffar Asim Ghaffar's John Hancock Investments Experience 2015 - Present
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments 2015 - Present
AG Capital Investments 2012 - 2015
Cambridge Associates 2007 - 2012
Partners Capital Investment Group 2006 - 2007
Bain & Company 2003 - 2005
Charles River Associates 1998 - 2001
Skills
Due Diligence, Investments, Management, Strategy, Financial Analysis, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Dartmouth College
BA, Economics, Summa Cum Laude
Phillips Andover
John Hancock Investments 2015 - Present
AG Capital Investments 2012 - 2015
Cambridge Associates 2007 - 2012
Partners Capital Investment Group 2006 - 2007
Bain & Company 2003 - 2005
Charles River Associates 1998 - 2001
Skills
Due Diligence, Investments, Management, Strategy, Financial Analysis, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Dartmouth College
BA, Economics, Summa Cum Laude
Phillips Andover
Marcus Sharp, MBA, MSF, MST Marcus Sharp, MBA, MSF, MST's John Hancock Investments Experience August 2013 - Present
Job Sr. Financial & Reporting Analyst/Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management November 2004 - August 2013
BNY MELLON (Contract) September 2004 - November 2004
FIDELITY INVESTMENTS (Contract) October 2003 - April 2004
GENZYME CORPORATION (Contract) August 2002 - October 2003
Boston Capital September 2000 - August 2001
STREAM (Contract) February 2000 - September 2000
USTRUST now merged as CITIZENS BANK August 1997 - December 1999
BANKBOSTON now merged as BANK OF AMERICA August 1994 - August 1997
Skills
Financial Accounting, Finance, Auditing, Investments, Banking, Pricing, Accruals, Equities, Profit, PeopleSoft, Lotus Notes, Real Estate, Sales, Management, Microsoft Office, Analysis, Customer Service, Forecasting, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer Business School 2006 — 2007
Started MS in Accounting
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Master of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Master of Science in Finance
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Master of Business Administration
Boston University 1989 — 1994
BACHELOR OF ARTS, ECONOMICS
John Hancock Investments August 2013 - Present
Standish Mellon Asset Management November 2004 - August 2013
BNY MELLON (Contract) September 2004 - November 2004
FIDELITY INVESTMENTS (Contract) October 2003 - April 2004
GENZYME CORPORATION (Contract) August 2002 - October 2003
Boston Capital September 2000 - August 2001
STREAM (Contract) February 2000 - September 2000
USTRUST now merged as CITIZENS BANK August 1997 - December 1999
BANKBOSTON now merged as BANK OF AMERICA August 1994 - August 1997
Skills
Financial Accounting, Finance, Auditing, Investments, Banking, Pricing, Accruals, Equities, Profit, PeopleSoft, Lotus Notes, Real Estate, Sales, Management, Microsoft Office, Analysis, Customer Service, Forecasting, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
MS in Business Analytics
Suffolk University - Sawyer Business School 2006 — 2007
Started MS in Accounting
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MST, Master of Science in Taxation
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Master of Science in Finance
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Master of Business Administration
Boston University 1989 — 1994
BACHELOR OF ARTS, ECONOMICS
Christine C. Magnan, QKA Christine C. Magnan, QKA's John Hancock Investments Experience April 2015 - Present
Job Plan Admininstrator, Payroll at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services) January 2005 - September 2005
Putnam Investments December 2002 - January 2005
Guaranty Fund Management Services 1985 - 1994
The Hartford Insurance Group February 1988 - November 1988
Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities
Education
Emmanuel College 1983 — 1987
B.A., Foreign Languages
Université Laval 1986 — 1986
French
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services) January 2005 - September 2005
Putnam Investments December 2002 - January 2005
Guaranty Fund Management Services 1985 - 1994
The Hartford Insurance Group February 1988 - November 1988
Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities
Education
Emmanuel College 1983 — 1987
B.A., Foreign Languages
Université Laval 1986 — 1986
French
Josh Lue Yen's John Hancock Investments Experience June 2015 - Present
Job IT Business Analyst II at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
Manulife June 2014 - June 2015
John Hancock Financial Services June 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Chrystal Capital Partners LLP February 2012 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
MassVOTE October 2010 - December 2010
Campion College September 2007 - May 2009
Skills
Access, PowerPoint, Microsoft Excel, Teamwork, SQL, Microsoft Word, Team Leadership, Microsoft Office..., Lotus Notes, Cross-functional Team..., Data Mining, Quality Center, HP Service Manager, Database Queries, SharePoint, Requirements Analysis, Elicitation, Testing, Data Analysis, Social Media, Business Analysis, Research, SDLC
Education
Boston University - School of Management 2009 — 2013
Bachelor’s Degree, Finance, 3.5 GPA
Campion College 2002 — 2009
High School Diploma, General Studies
John Hancock Investments June 2015 - Present
Manulife June 2014 - June 2015
John Hancock Financial Services June 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Chrystal Capital Partners LLP February 2012 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
MassVOTE October 2010 - December 2010
Campion College September 2007 - May 2009
Skills
Access, PowerPoint, Microsoft Excel, Teamwork, SQL, Microsoft Word, Team Leadership, Microsoft Office..., Lotus Notes, Cross-functional Team..., Data Mining, Quality Center, HP Service Manager, Database Queries, SharePoint, Requirements Analysis, Elicitation, Testing, Data Analysis, Social Media, Business Analysis, Research, SDLC
Education
Boston University - School of Management 2009 — 2013
Bachelor’s Degree, Finance, 3.5 GPA
Campion College 2002 — 2009
High School Diploma, General Studies
Brigham Prescott's John Hancock Investments Experience 2011 - Present
Job Project Manager | Business Analyst | Marketing Technologist | Mobile Strategy | John Hancock Investments
Industry Information Technology and Services
Experience
John Hancock Investments 2011 - Present
John Hancock Investments 2011 - 2011
TEKsystems 2009 - 2011
EMC 2006 - 2008
EMC 2004 - 2005
Skills
Project Management, Mobile Technology, Business Requirements, Marketing, Vendor Management, Mobile Devices, Mobile Applications, Content Management, Quality Assurance, JIRA, User Acceptance Testing, CRM, Microsoft Office, Microsoft Excel, iPad, Axure, Documentum, Keynote, iOS, Apple, Teamsite, Box, Salesforce.com, Training, Business Development, Business Analysis, Social Media, Sales
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Technology Operations and Entrepreneurship
Boston College - Carroll School of Management
Bachelor of Science (BS), Marketing
John Hancock Investments 2011 - Present
John Hancock Investments 2011 - 2011
TEKsystems 2009 - 2011
EMC 2006 - 2008
EMC 2004 - 2005
Skills
Project Management, Mobile Technology, Business Requirements, Marketing, Vendor Management, Mobile Devices, Mobile Applications, Content Management, Quality Assurance, JIRA, User Acceptance Testing, CRM, Microsoft Office, Microsoft Excel, iPad, Axure, Documentum, Keynote, iOS, Apple, Teamsite, Box, Salesforce.com, Training, Business Development, Business Analysis, Social Media, Sales
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Technology Operations and Entrepreneurship
Boston College - Carroll School of Management
Bachelor of Science (BS), Marketing
Abigail Rose Parsons Abigail Rose Parsons's John Hancock Investments Experience September 2015 - Present
Job Internal Business Consultant
Industry Wholesale
Experience
John Hancock Investments September 2015 - Present
Jackson June 2014 - August 2015
High Point University August 2010 - May 2014
Zeta Tau Alpha November 2011 - January 2014
Farm Family Insurance Companies May 2013 - August 2013
Invest Financial May 2013 - August 2013
Parsons Financial Associates, Inc. May 2013 - August 2013
Four Hands October 2012 - October 2012
Drakes Island Resort May 2012 - August 2012
Northeast Delta Dental May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, Social Media, Facebook, Time Management, Teamwork, Management, Public Relations, Marketing, Leadership
Education
High Point University 2010 — 2014
Bachelor's degree, Strategic Communications and Marketing, Senior
John Hancock Investments September 2015 - Present
Jackson June 2014 - August 2015
High Point University August 2010 - May 2014
Zeta Tau Alpha November 2011 - January 2014
Farm Family Insurance Companies May 2013 - August 2013
Invest Financial May 2013 - August 2013
Parsons Financial Associates, Inc. May 2013 - August 2013
Four Hands October 2012 - October 2012
Drakes Island Resort May 2012 - August 2012
Northeast Delta Dental May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, Social Media, Facebook, Time Management, Teamwork, Management, Public Relations, Marketing, Leadership
Education
High Point University 2010 — 2014
Bachelor's degree, Strategic Communications and Marketing, Senior
Ryan Driscoll Ryan Driscoll's John Hancock Investments Experience August 2013 - Present
Job Marketing Manager at John Hancock Investments
Industry Marketing and Advertising
Experience
John Hancock Investments August 2013 - Present
Boathouse Group, Inc September 2009 - July 2013
Aaron's of Eastham May 2006 - August 2009
Skills
Digital Marketing, Advertising, Integrated Marketing, Digital Strategy, Social Media, Email Marketing, Brand Management, Management, B2B
Education
Boston College 2005 — 2009
B.A., English, International Studies
National University of Ireland, Maynooth 2008 — 2008
St. Sebastian's School 2001 — 2005
John Hancock Investments August 2013 - Present
Boathouse Group, Inc September 2009 - July 2013
Aaron's of Eastham May 2006 - August 2009
Skills
Digital Marketing, Advertising, Integrated Marketing, Digital Strategy, Social Media, Email Marketing, Brand Management, Management, B2B
Education
Boston College 2005 — 2009
B.A., English, International Studies
National University of Ireland, Maynooth 2008 — 2008
St. Sebastian's School 2001 — 2005
Brandon Sexton Brandon Sexton's John Hancock Investments Experience July 2014 - Present
Job National Account Manager
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
John Hancock Investments May 2007 - July 2014
Pioneer Investments September 2005 - May 2007
Pioneer Investments August 2004 - September 2005
Lincoln Financial Advisors January 2001 - August 2004
Skills
Account Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement Planning, Problem Solving
Education
Kent State University
Bachelor of Science, Business Administration, Business
John Hancock Investments July 2014 - Present
John Hancock Investments May 2007 - July 2014
Pioneer Investments September 2005 - May 2007
Pioneer Investments August 2004 - September 2005
Lincoln Financial Advisors January 2001 - August 2004
Skills
Account Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement Planning, Problem Solving
Education
Kent State University
Bachelor of Science, Business Administration, Business
Craig C. Stern Craig C. Stern's John Hancock Investments Experience February 2013 - May 2014
Job Managing Partner at Rodriguez Stern PC
Industry Law Practice
Experience
Rodriguez Stern PC August 2015 - Present
John Hancock Financial Services May 2014 - August 2015
John Hancock Investments February 2013 - May 2014
Law Office of Craig C. Stern, P.C. October 2011 - May 2014
Cogavin And Waystack April 2009 - October 2011
Skills
Trials, Civil Litigation, Securities, Litigation, Hearings, Workers Compensation, Corporate Law, Trusts, Life Insurance, Investments, Insurance Law, Licensing, Appeals, Due Diligence, Management, Personal Injury..., Campaign Finance, Options Strategies, Lobbying, Corporate Governance
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor (J.D.)
Nichols College 2010 — 2012
Master of Business Administration (M.B.A.)
Framingham State University 2003 — 2007
Bachelor’s Degree, Political Science, Minor in History
Camp Hill High School 1994 — 1999
Rodriguez Stern PC August 2015 - Present
John Hancock Financial Services May 2014 - August 2015
John Hancock Investments February 2013 - May 2014
Law Office of Craig C. Stern, P.C. October 2011 - May 2014
Cogavin And Waystack April 2009 - October 2011
Skills
Trials, Civil Litigation, Securities, Litigation, Hearings, Workers Compensation, Corporate Law, Trusts, Life Insurance, Investments, Insurance Law, Licensing, Appeals, Due Diligence, Management, Personal Injury..., Campaign Finance, Options Strategies, Lobbying, Corporate Governance
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor (J.D.)
Nichols College 2010 — 2012
Master of Business Administration (M.B.A.)
Framingham State University 2003 — 2007
Bachelor’s Degree, Political Science, Minor in History
Camp Hill High School 1994 — 1999
Sean Farley, MBA, CRPC, GFS's John Hancock Investments Experience December 1992 - Present
Job Senior Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 1992 - Present
Skills
Retirement Planning, Consultative Sales..., Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Goals, Series 7, Insurance, Securities, Mutual Funds, Asset Management, Financial Services, Investment Advisory, 401k, FINRA, Investment Management, Investment Strategies, Retirement, Series 63, Financial Planning, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2010
MBA, Finance, General
Boston College 1987 — 1991
Communications, Arts and Sciences
Noble & Greenough 1983 — 1987
John Hancock Investments December 1992 - Present
Skills
Retirement Planning, Consultative Sales..., Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Goals, Series 7, Insurance, Securities, Mutual Funds, Asset Management, Financial Services, Investment Advisory, 401k, FINRA, Investment Management, Investment Strategies, Retirement, Series 63, Financial Planning, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2010
MBA, Finance, General
Boston College 1987 — 1991
Communications, Arts and Sciences
Noble & Greenough 1983 — 1987
Vanessa (Shopis) Curry's John Hancock Investments Experience 2014 - Present
Job Marketing Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments 2014 - Present
MFS Investment Management 2011 - 2014
MFS Investment Management April 2007 - August 2011
Education
Bucknell University 2002 — 2006
John Hancock Investments 2014 - Present
MFS Investment Management 2011 - 2014
MFS Investment Management April 2007 - August 2011
Education
Bucknell University 2002 — 2006
Ranjit Bhatia's John Hancock Investments Experience January 2015 - Present
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2015 - Present
Transamerica January 2011 - December 2014
Transamerica Asset Management Group January 2010 - December 2010
Transamerica Asset Management Group December 2007 - December 2009
Mercer Advisors January 2006 - November 2007
Texas tech University August 2004 - December 2005
Fujitsu Ltd. February 2003 - June 2003
Skills
Portfolio Management, Investments, Valuation, Mutual Funds, Asset Allocation, Strategic Financial..., Due Diligence, Analysis, Investment Management, Asset Managment, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Securities, Bloomberg, Alternative Investments, Finance, Asset Management, Equities, Financial Planning
Education
Texas Tech University - Rawls College of Business 2005 — 2005
MSF, Finance
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Finance
Institute Of Technology And Management 1998 — 2002
Bachelor of Engineering, Electronics and Communication
John Hancock Investments January 2015 - Present
Transamerica January 2011 - December 2014
Transamerica Asset Management Group January 2010 - December 2010
Transamerica Asset Management Group December 2007 - December 2009
Mercer Advisors January 2006 - November 2007
Texas tech University August 2004 - December 2005
Fujitsu Ltd. February 2003 - June 2003
Skills
Portfolio Management, Investments, Valuation, Mutual Funds, Asset Allocation, Strategic Financial..., Due Diligence, Analysis, Investment Management, Asset Managment, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Securities, Bloomberg, Alternative Investments, Finance, Asset Management, Equities, Financial Planning
Education
Texas Tech University - Rawls College of Business 2005 — 2005
MSF, Finance
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Finance
Institute Of Technology And Management 1998 — 2002
Bachelor of Engineering, Electronics and Communication
Cassandra McDonald, CFA, CAIA, AIF®'s John Hancock Investments Experience June 2015 - Present
Job Senior Strategic Planning Analyst
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
Eng Moy's John Hancock Investments Experience July 2010 - June 2013
Job Supervisor – Control Recon & Finance at John Hancock Signature Services, Inc.
Industry Financial Services
Experience
John Hancock Signature Services, Inc. June 2014 - Present
John Hancock Financial Services June 2013 - June 2014
John Hancock Investments July 2010 - June 2013
John Hancock Investments November 2004 - July 2010
John Hancock Signature Services, Inc. September 2000 - November 2004
AOL Time Warner (formerly Little Brown Co.) April 1999 - September 2000
State Street (formerly IBT) August 1998 - April 1999
Skills
General Ledger, Account Reconciliation, Accounting, Accruals, Journal Entries, Cash, Spreadsheets, Asset Allocation, Expenses, Financial Analysis, Financial Reporting, Fixed Assets, Financial Accounting, Fund Accounting, Due Diligence, Auditing
Education
Bentley University 1994 — 1998
BS, Finance
John Hancock Signature Services, Inc. June 2014 - Present
John Hancock Financial Services June 2013 - June 2014
John Hancock Investments July 2010 - June 2013
John Hancock Investments November 2004 - July 2010
John Hancock Signature Services, Inc. September 2000 - November 2004
AOL Time Warner (formerly Little Brown Co.) April 1999 - September 2000
State Street (formerly IBT) August 1998 - April 1999
Skills
General Ledger, Account Reconciliation, Accounting, Accruals, Journal Entries, Cash, Spreadsheets, Asset Allocation, Expenses, Financial Analysis, Financial Reporting, Fixed Assets, Financial Accounting, Fund Accounting, Due Diligence, Auditing
Education
Bentley University 1994 — 1998
BS, Finance
Christopher T. Goff's John Hancock Investments Experience November 2011 - Present
Job Vice President, Senior National Account Manager at John Hancock Investments
Industry Financial Services
Experience
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
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
Jeff Wicklund's John Hancock Investments Experience August 2015 - Present
Job Divisional Vice President at SunAmerica
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Gregory Potter's John Hancock Investments Experience April 2013 - February 2014
Job Manager, JHSS Control Recon & Finance at John Hancock Signature Services, Inc.
Industry Financial Services
Experience
John Hancock Signature Services, Inc. March 2014 - Present
John Hancock Investments April 2013 - February 2014
John Hancock Advisers, LLC April 2006 - April 2013
John Hancock Advisers, LLC September 1999 - April 2006
Investors Bank & Trust Co. 1998 - 1999
Skills
Risk Management, Bloomberg, Alternative Investments, Mutual Funds, Accounting, Investments, Internal Controls, Series 6, Financial Reporting, Asset Management, Fixed Income, Financial Analysis, Securities, Internal Audit, Auditing, Portfolio Management, Equities, Mergers & Acquisitions, US GAAP, Management, Finance, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's Degree in Business Administration, Finance
1996 — 1997
Finance, International Business
Sharon High School 1991 — 1994
Xaverian Brothers High School 1990 — 1991
John Hancock Signature Services, Inc. March 2014 - Present
John Hancock Investments April 2013 - February 2014
John Hancock Advisers, LLC April 2006 - April 2013
John Hancock Advisers, LLC September 1999 - April 2006
Investors Bank & Trust Co. 1998 - 1999
Skills
Risk Management, Bloomberg, Alternative Investments, Mutual Funds, Accounting, Investments, Internal Controls, Series 6, Financial Reporting, Asset Management, Fixed Income, Financial Analysis, Securities, Internal Audit, Auditing, Portfolio Management, Equities, Mergers & Acquisitions, US GAAP, Management, Finance, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's Degree in Business Administration, Finance
1996 — 1997
Finance, International Business
Sharon High School 1991 — 1994
Xaverian Brothers High School 1990 — 1991
Kim Brennan's John Hancock Investments Experience November 2014 - Present
Job Director John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2014 - Present
JPMorgan June 2008 - December 2012
State Street Bank & Trust (formerly Investor's Bank and Trust) March 2005 - June 2008
Skills
Financial Analysis, Bloomberg, Mutual Funds, Lean Management, Lean Tools, Process Improvement, Accounting
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA)
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Humanities
John Hancock Investments November 2014 - Present
JPMorgan June 2008 - December 2012
State Street Bank & Trust (formerly Investor's Bank and Trust) March 2005 - June 2008
Skills
Financial Analysis, Bloomberg, Mutual Funds, Lean Management, Lean Tools, Process Improvement, Accounting
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA)
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Humanities
Hanane Mansour's John Hancock Investments Experience September 2009 - November 2012
Job Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston October 2014 - Present
Old Mutual Asset Management November 2012 - August 2013
John Hancock Investments September 2009 - November 2012
Wellington Management 2008 - 2009
Weiss Asset Management October 2006 - May 2008
Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity
Education
Bentley University 2013 — 2014
Master's Degree, Finance
Federal Reserve Bank of Boston October 2014 - Present
Old Mutual Asset Management November 2012 - August 2013
John Hancock Investments September 2009 - November 2012
Wellington Management 2008 - 2009
Weiss Asset Management October 2006 - May 2008
Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity
Education
Bentley University 2013 — 2014
Master's Degree, Finance
Christos Zikos's John Hancock Investments Experience September 2014 - Present
Job Director of Oversight in GDS
Industry Banking
Experience
John Hancock Investments September 2014 - Present
State Street Bank & Trust Company January 2007 - February 2009
Education
College of the Holy Cross 1979 — 1983
John Hancock Investments September 2014 - Present
State Street Bank & Trust Company January 2007 - February 2009
Education
College of the Holy Cross 1979 — 1983
Gordon Haight, CFA's John Hancock Investments Experience August 2012 - Present
Job Sr Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2012 - Present
Fidelity Investments February 2010 - June 2012
Evergreen Investments June 2008 - November 2009
Investment Technology Group 2006 - 2008
Standish Mellon Asset Management October 2001 - July 2006
The Boston Company 1998 - 2001
Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Saint Lawrence University
Bachelor of Science (BS), Political Science and Government
John Hancock Investments August 2012 - Present
Fidelity Investments February 2010 - June 2012
Evergreen Investments June 2008 - November 2009
Investment Technology Group 2006 - 2008
Standish Mellon Asset Management October 2001 - July 2006
The Boston Company 1998 - 2001
Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Saint Lawrence University
Bachelor of Science (BS), Political Science and Government
Gregory Frazier, CFA, CAIA's John Hancock Investments Experience September 2014 - Present
Job Senior Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Pioneer Investments September 2012 - September 2014
Pioneer Investments February 2008 - September 2012
InterSec Research/ State Street January 2004 - February 2008
State Street Global Advisors January 2000 - December 2003
Skills
ETFs, Equity Research, Bloomberg, Series 63, Investment Advisory, Securities, Bonds, Portfolio Management, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Master of Science, Finance
Boston College 1996 — 1999
BA, Business Administration
College of the Holy Cross 1988 — 1992
BA, Biology/Pre Med
John Hancock Investments September 2014 - Present
Pioneer Investments September 2012 - September 2014
Pioneer Investments February 2008 - September 2012
InterSec Research/ State Street January 2004 - February 2008
State Street Global Advisors January 2000 - December 2003
Skills
ETFs, Equity Research, Bloomberg, Series 63, Investment Advisory, Securities, Bonds, Portfolio Management, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Master of Science, Finance
Boston College 1996 — 1999
BA, Business Administration
College of the Holy Cross 1988 — 1992
BA, Biology/Pre Med
Meika Azul's John Hancock Investments Experience January 2015 - Present
Job Head of Production and Operations at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2015 - Present
John Hancock Investments August 2007 - January 2015
Fidelity Investments October 2003 - August 2007
Skills
Financial Services, Mutual Funds, Multi-channel Marketing, Securities, Risk Management, Marketing Communications, Financial Analysis, Investments
Education
Bentley University 1996 — 2000
John Hancock Investments January 2015 - Present
John Hancock Investments August 2007 - January 2015
Fidelity Investments October 2003 - August 2007
Skills
Financial Services, Mutual Funds, Multi-channel Marketing, Securities, Risk Management, Marketing Communications, Financial Analysis, Investments
Education
Bentley University 1996 — 2000
John Mortell's John Hancock Investments Experience April 2011 - May 2012
Job RFP Writer and Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services May 2012 - Present
John Hancock Investments April 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) September 2001 - October 2010
Adecco/ State Street Bank July 1999 - August 2001
Skills
Editing, Proofreading, Pre-press, Technical Liaison, Copy Editing, Production, Publishing, Marketing, Insurance, Writing, Technical Writing, Proposal Writing, Creative Writing, Research, QuarkXPress, Project Management, Marketing Communications, Internal Communications, Content Development, Copywriting, Publications, Email Marketing, Account Management, Direct Mail, Financial Services, Management
Education
Boston University 2011 — 2013
MS, Advertising candidate
Emerson College 2009 — 2010
Copyediting, Professional Communication
Milton High School
University of Massachusetts Boston
BA, English, Professional Writing
John Hancock Retirement Plan Services May 2012 - Present
John Hancock Investments April 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) September 2001 - October 2010
Adecco/ State Street Bank July 1999 - August 2001
Skills
Editing, Proofreading, Pre-press, Technical Liaison, Copy Editing, Production, Publishing, Marketing, Insurance, Writing, Technical Writing, Proposal Writing, Creative Writing, Research, QuarkXPress, Project Management, Marketing Communications, Internal Communications, Content Development, Copywriting, Publications, Email Marketing, Account Management, Direct Mail, Financial Services, Management
Education
Boston University 2011 — 2013
MS, Advertising candidate
Emerson College 2009 — 2010
Copyediting, Professional Communication
Milton High School
University of Massachusetts Boston
BA, English, Professional Writing
Peter Hughan, CIMA®'s John Hancock Investments Experience January 2013 - Present
Job Director 529 Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2013 - Present
John Hancock Investments January 2006 - January 2013
John Hancock Investments April 2003 - December 2005
MFS Investment Management October 1999 - October 2002
Skills
College Savings Plans, College Education..., 529 Plans, Asset Allocation, Retirement Planning, Mutual Funds, Asset Management, Series 6, Series 24, 401k, Financial Services, Investment Advisory, Securities, Wealth Management, Retirement, Alternative Investments, Series 63, Series 7, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Corporate Finance Concentration
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
John Hancock Investments January 2013 - Present
John Hancock Investments January 2006 - January 2013
John Hancock Investments April 2003 - December 2005
MFS Investment Management October 1999 - October 2002
Skills
College Savings Plans, College Education..., 529 Plans, Asset Allocation, Retirement Planning, Mutual Funds, Asset Management, Series 6, Series 24, 401k, Financial Services, Investment Advisory, Securities, Wealth Management, Retirement, Alternative Investments, Series 63, Series 7, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Corporate Finance Concentration
Hobart and William Smith Colleges 1995 — 1999
BA, Economics
Isaac Sham's John Hancock Investments Experience June 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Wells Fargo January 2009 - June 2014
Evergreen Investments November 2005 - January 2009
Boston Financial Data Services 2002 - 2005
Skills
Series 7, Series 63, Series 24, Series 6, FINRA, Leadership, Securities, Customer Service, Call Centers, Financial Services, Series 65, 529 Plans
Education
Bridgewater State University 1996 — 2000
Bachelors of Science, Political Science
John Hancock Investments June 2014 - Present
Wells Fargo January 2009 - June 2014
Evergreen Investments November 2005 - January 2009
Boston Financial Data Services 2002 - 2005
Skills
Series 7, Series 63, Series 24, Series 6, FINRA, Leadership, Securities, Customer Service, Call Centers, Financial Services, Series 65, 529 Plans
Education
Bridgewater State University 1996 — 2000
Bachelors of Science, Political Science
Terence Shea, AIF®, CIMA®'s John Hancock Investments Experience March 2010 - Present
Job Managing Director
Industry Financial Services
Experience
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
Charles E. Hipp, CFA's John Hancock Investments Experience August 2014 - Present
Job Investment Director, Senior Manager Research Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments August 2014 - Present
TFC Financial Management December 2005 - August 2014
Fidelity Investments June 2004 - December 2005
State Street Bank August 1998 - June 2004
Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management
Education
Framingham State University
B.S, Business Administration
Boston Latin School 1986 — 1992
CFA Institute
John Hancock Investments August 2014 - Present
TFC Financial Management December 2005 - August 2014
Fidelity Investments June 2004 - December 2005
State Street Bank August 1998 - June 2004
Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management
Education
Framingham State University
B.S, Business Administration
Boston Latin School 1986 — 1992
CFA Institute
Nicholas Craig's John Hancock Investments Experience October 2011 - August 2013
Job Customer Success Manager at Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle November 2014 - Present
Oracle March 2014 - November 2014
Microgate USA August 2013 - March 2014
John Hancock Investments October 2011 - August 2013
John Hancock Investments April 2010 - October 2011
Upromise November 2009 - May 2010
Edward Jones June 2008 - April 2009
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Finance, Digital Marketing, Marketing Strategy, CRM, Marketing Communications, Marketing, Series 63, Business Development, Sales, Financial Services, Financial Advisory, Uniform Combined State..., series 66, Inbound Marketing, Lead Generation, Social Media Marketing, Email Marketing, Direct Marketing, Display Advertising, Data Analysis, Database Marketing
Education
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Marketing, Finance, Economics
National Pingtung University of Education 2007 — 2007
Chinese Language and Literature
Crysal Springs Uplands School
Oracle November 2014 - Present
Oracle March 2014 - November 2014
Microgate USA August 2013 - March 2014
John Hancock Investments October 2011 - August 2013
John Hancock Investments April 2010 - October 2011
Upromise November 2009 - May 2010
Edward Jones June 2008 - April 2009
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Finance, Digital Marketing, Marketing Strategy, CRM, Marketing Communications, Marketing, Series 63, Business Development, Sales, Financial Services, Financial Advisory, Uniform Combined State..., series 66, Inbound Marketing, Lead Generation, Social Media Marketing, Email Marketing, Direct Marketing, Display Advertising, Data Analysis, Database Marketing
Education
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Marketing, Finance, Economics
National Pingtung University of Education 2007 — 2007
Chinese Language and Literature
Crysal Springs Uplands School
Andy McFetridge's John Hancock Investments Experience May 2014 - Present
Job Senior Vice President National Sales Manager Wirehouse Channel at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2014 - Present
John Hancock Mutual Funds January 2012 - Present
John Hancock Financial Services 2013 - May 2014
John Hancock Financial Services January 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
John Hancock, USA January 2005 - December 2010
The Hartford May 1998 - December 2002
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Fixed Annuities, Securities, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Relationship Management, Investment Advisory, Series 66, Investment Strategies, Alternative Investments, Life Insurance, 401k, FINRA, IRAs, Investment Management, Series 24, Wealth Management..., Bonds, Estate Planning, Uniform Combined State..., Asset Management, Fixed Income, Pensions
Education
California State University-Long Beach 1988 — 1992
B.A. Finance, Finance, General
California State University-Long Beach
John Hancock Investments May 2014 - Present
John Hancock Mutual Funds January 2012 - Present
John Hancock Financial Services 2013 - May 2014
John Hancock Financial Services January 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
John Hancock, USA January 2005 - December 2010
The Hartford May 1998 - December 2002
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Fixed Annuities, Securities, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Relationship Management, Investment Advisory, Series 66, Investment Strategies, Alternative Investments, Life Insurance, 401k, FINRA, IRAs, Investment Management, Series 24, Wealth Management..., Bonds, Estate Planning, Uniform Combined State..., Asset Management, Fixed Income, Pensions
Education
California State University-Long Beach 1988 — 1992
B.A. Finance, Finance, General
California State University-Long Beach
Patrick Scanlon's John Hancock Investments Experience April 2014 - Present
Job Associate Director Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
John Hancock Investments April 2014 - Present
EnerNOC October 2013 - April 2014
Columbia Management April 2010 - October 2013
Eaton Vance July 2007 - April 2010
Skills
Series 7, Salesforce.com
Education
Gettysburg College 2003 — 2007
Bachelor of Arts, Management
Suzanne Hennig's John Hancock Investments Experience May 2007 - Present
Job Senior Advertising Compliance Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
Mike Misci's John Hancock Investments Experience June 2014 - Present
Job Financial Reporting Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
State Street October 2011 - May 2014
State Street 2010 - October 2011
Mercer June 2007 - August 2009
Skills
Mutual Funds, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Modeling, Financial Reporting, Marketing, Financial Analysis, PowerPoint, Portfolio Management, Customer Service, Investments, Asset Management
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management
John Hancock Investments June 2014 - Present
State Street October 2011 - May 2014
State Street 2010 - October 2011
Mercer June 2007 - August 2009
Skills
Mutual Funds, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Financial Modeling, Financial Reporting, Marketing, Financial Analysis, PowerPoint, Portfolio Management, Customer Service, Investments, Asset Management
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management
Michael Pappas, CFA's John Hancock Investments Experience August 2012 - February 2015
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Maya Sudarsana's John Hancock Investments Experience April 2015 - Present
Job Manager of Sales Reporting & CRM at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2015 - Present
Accenture January 2011 - April 2015
TD Bank Group September 2009 - January 2011
Atomic Energy of Canada May 2008 - August 2008
AECL May 2007 - September 2007
Skills
Business Analysis, Management Consulting, Business Process..., Change Management, Strategic Planning, Business Transformation, Organizational Design, Project Management, Salesforce.com..., CRM, Salesforce.com..., Financial Services
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
Honours BBA, Business
European Business School Oestrich-Winkel
John Hancock Investments April 2015 - Present
Accenture January 2011 - April 2015
TD Bank Group September 2009 - January 2011
Atomic Energy of Canada May 2008 - August 2008
AECL May 2007 - September 2007
Skills
Business Analysis, Management Consulting, Business Process..., Change Management, Strategic Planning, Business Transformation, Organizational Design, Project Management, Salesforce.com..., CRM, Salesforce.com..., Financial Services
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
Honours BBA, Business
European Business School Oestrich-Winkel
Danny Yen's John Hancock Investments Experience March 2006 - Present
Job Financial Reporting Supervisor at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2006 - Present
Wells Fargo Mutual Funds July 1999 - March 2006
State Street Development Management Corp. May 1997 - June 1999
Skills
Financial Analysis, Bloomberg, Financial Modeling, Finance, Financial Reporting, Valuation, Equities, Hedge Funds, Auditing, Microsoft Excel, Accounting, Financial Services, Analysis, Investments, Mutual Funds
Education
Boston University 1995 — 2002
Bachelor of Science (BS), Economics and Business
Boston Latin Academy
High School Diploma
John Hancock Investments March 2006 - Present
Wells Fargo Mutual Funds July 1999 - March 2006
State Street Development Management Corp. May 1997 - June 1999
Skills
Financial Analysis, Bloomberg, Financial Modeling, Finance, Financial Reporting, Valuation, Equities, Hedge Funds, Auditing, Microsoft Excel, Accounting, Financial Services, Analysis, Investments, Mutual Funds
Education
Boston University 1995 — 2002
Bachelor of Science (BS), Economics and Business
Boston Latin Academy
High School Diploma
Thomas Joyce's John Hancock Investments Experience October 2000 - May 2002
Job Risk Management and Insurance Professional Marsh & McLennan Agency New England
Industry Insurance
Experience
Marsh & McLennan Agency September 2014 - Present
Virginia Tech May 2011 - September 2014
Bucknell University June 2009 - May 2011
Boston University August 2008 - May 2009
Saint Anselm College August 2003 - August 2008
Worcester Polytechnic Institute July 2001 - August 2003
John Hancock Investments October 2000 - May 2002
Skills
Higher Education, Customer Service, Social Media, Event Planning, Team Building, Microsoft Excel, Leadership, Fundraising, Public Speaking, Event Management, Risk Management, Workers Compensation, Management, Athletics, Student Affairs
Education
Boston College
Bachelor's degree, Finance, General
Boston College
Marsh & McLennan Agency September 2014 - Present
Virginia Tech May 2011 - September 2014
Bucknell University June 2009 - May 2011
Boston University August 2008 - May 2009
Saint Anselm College August 2003 - August 2008
Worcester Polytechnic Institute July 2001 - August 2003
John Hancock Investments October 2000 - May 2002
Skills
Higher Education, Customer Service, Social Media, Event Planning, Team Building, Microsoft Excel, Leadership, Fundraising, Public Speaking, Event Management, Risk Management, Workers Compensation, Management, Athletics, Student Affairs
Education
Boston College
Bachelor's degree, Finance, General
Boston College
Daniel Murphy, CFA's John Hancock Investments Experience June 2014 - Present
Job Associate Product Manager at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments June 2014 - Present
Eaton Vance December 2010 - June 2014
Eaton Vance December 2008 - March 2011
Education
Harvard University 2002 — 2006
Bachelor of Arts
John Hancock Investments June 2014 - Present
Eaton Vance December 2010 - June 2014
Eaton Vance December 2008 - March 2011
Education
Harvard University 2002 — 2006
Bachelor of Arts
Janet Clay, CFA's John Hancock Investments Experience 1995 - 2001
Job Managing Director at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Insurance October 2004 - Present
State Street Research October 2001 - October 2004
John Hancock Investments 1995 - 2001
Putnam Investments June 1993 - June 1995
Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master's Degree, Finance, General
Dartmouth College 1982 — 1986
Bachelor's Degree, Computer Science
Liberty Mutual Insurance October 2004 - Present
State Street Research October 2001 - October 2004
John Hancock Investments 1995 - 2001
Putnam Investments June 1993 - June 1995
Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master's Degree, Finance, General
Dartmouth College 1982 — 1986
Bachelor's Degree, Computer Science
Craig January's John Hancock Investments Experience April 2006 - Present
Job Regional Vice President
Industry Financial Services
Experience
John Hancock Investments April 2006 - Present
Skills
Wealth Management, Series 7
Education
Fairfield University 1998 — 2002
Bachelor of Science, Business
John Hancock Investments April 2006 - Present
Skills
Wealth Management, Series 7
Education
Fairfield University 1998 — 2002
Bachelor of Science, Business
Danielle Edson's John Hancock Investments Experience September 2014 - Present
Job Dealer Services Liaison at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2014 - Present
John Hancock Investments October 2013 - September 2014
Gap Inc./Old Navy October 2012 - October 2013
Maurices May 2011 - September 2012
Skills
Customer Service, Loss Prevention, Inventory Management, Customer Satisfaction, Leadership, Inventory Control, PowerPoint, Microsoft Word, Phone Skills, Teamwork, Microsoft Excel, Microsoft Office, POS, Fashion, Sales, Merchandising, Store Management, Management, Time Management, Retail, Marketing, Visual Merchandising, Retail Sales, Hiring, Training, Employee Training, Cashiering, Data Entry, Event Planning, Social Networking, P&L, Team Building, Budgets
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Business Administration and Management
Johnson & Wales University 2008 — 2011
Bachlor's of Science, Fashion Merchandising and Retail Marketing
John Hancock Investments September 2014 - Present
John Hancock Investments October 2013 - September 2014
Gap Inc./Old Navy October 2012 - October 2013
Maurices May 2011 - September 2012
Skills
Customer Service, Loss Prevention, Inventory Management, Customer Satisfaction, Leadership, Inventory Control, PowerPoint, Microsoft Word, Phone Skills, Teamwork, Microsoft Excel, Microsoft Office, POS, Fashion, Sales, Merchandising, Store Management, Management, Time Management, Retail, Marketing, Visual Merchandising, Retail Sales, Hiring, Training, Employee Training, Cashiering, Data Entry, Event Planning, Social Networking, P&L, Team Building, Budgets
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Business Administration and Management
Johnson & Wales University 2008 — 2011
Bachlor's of Science, Fashion Merchandising and Retail Marketing
Cristina Destefanis's John Hancock Investments Experience July 2013 - November 2014
Job Registered Representative DFS/Cantella & Co Inc.
Industry Financial Services
Experience
DFS/Cantella & Co Inc. November 2014 - Present
John Hancock Investments July 2013 - November 2014
Bryant University January 2012 - December 2012
John Hancock Investments June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Research, Team Leadership, Finance, Microsoft Word, Microsoft Office, Investments, Teamwork, Mutual Funds, Public Speaking, Social Media, Leadership, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services / Legal Studies
Notre Dame Academy, Hingham MA 2005 — 2009
High School
DFS/Cantella & Co Inc. November 2014 - Present
John Hancock Investments July 2013 - November 2014
Bryant University January 2012 - December 2012
John Hancock Investments June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Research, Team Leadership, Finance, Microsoft Word, Microsoft Office, Investments, Teamwork, Mutual Funds, Public Speaking, Social Media, Leadership, Customer Service
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Financial Services / Legal Studies
Notre Dame Academy, Hingham MA 2005 — 2009
High School
Ben Shealy's John Hancock Investments Experience 1998 - 2000
Job CFO at Diffusion Pharmaceuticals
Industry Pharmaceuticals
Experience
Diffusion Pharmaceuticals Portfolio something or another...John Hancock Investments1998 - 2000
John Hancock Investments 1998 - 2000
Skills
Venture Capital, Financial Modeling, Start-ups, Strategic Planning, Business Planning, Mergers & Acquisitions, Financial Analysis, Corporate Development, Mergers, Private Equity, Finance, Due Diligence, Corporate Finance
Education
Columbia University - Columbia Business School
Diffusion Pharmaceuticals Portfolio something or another...John Hancock Investments1998 - 2000
John Hancock Investments 1998 - 2000
Skills
Venture Capital, Financial Modeling, Start-ups, Strategic Planning, Business Planning, Mergers & Acquisitions, Financial Analysis, Corporate Development, Mergers, Private Equity, Finance, Due Diligence, Corporate Finance
Education
Columbia University - Columbia Business School
Patrick Naughton, CFA's John Hancock Investments Experience January 2015 - Present
Job Manager Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2015 - Present
MetLife Advisers, LLC June 2008 - January 2015
State Street June 2006 - June 2008
Longwood Investment Advisors September 2005 - April 2006
UHY Advisors May 2005 - July 2005
UBS Wealth Management September 2003 - February 2004
Education
Boston College 2009 — 2012
Master of Science (M.S.), Finance
Boston University 2002 — 2006
BS Business Admin, Finance & Accounting
John Hancock Investments January 2015 - Present
MetLife Advisers, LLC June 2008 - January 2015
State Street June 2006 - June 2008
Longwood Investment Advisors September 2005 - April 2006
UHY Advisors May 2005 - July 2005
UBS Wealth Management September 2003 - February 2004
Education
Boston College 2009 — 2012
Master of Science (M.S.), Finance
Boston University 2002 — 2006
BS Business Admin, Finance & Accounting
Chris Weiland's John Hancock Investments Experience December 2005 - Present
Job Business Consultant/Wholesaler at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2005 - Present
Genworth Financial December 2004 - December 2005
The Hartford October 2001 - December 2004
Education
John Carroll University 1987 — 1991
Bachelor's degree, History
John Hancock Investments December 2005 - Present
Genworth Financial December 2004 - December 2005
The Hartford October 2001 - December 2004
Education
John Carroll University 1987 — 1991
Bachelor's degree, History
Colby Reed's John Hancock Investments Experience May 2014 - August 2014
Job Category Associate at Wayfair
Industry
Experience
Wayfair September 2015 - Present
John Hancock Investments May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, FactSet, Ultimate Frisbee
Education
Connecticut College 2011 — 2015
Economics
Wayfair September 2015 - Present
John Hancock Investments May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, FactSet, Ultimate Frisbee
Education
Connecticut College 2011 — 2015
Economics
Paul Fusco's John Hancock Investments Experience July 1998 - March 2004
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
Nathan G. Moser, CFA's John Hancock Investments Experience January 2000 - August 2002
Job Portfolio Manager & Vice President at Pax World Management, LLC
Industry Investment Management
Experience
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics
Derek Eagles's John Hancock Investments Experience January 2009 - April 2009
Job Project Manager at CVS Health
Industry Hospital & Health Care
Experience
CVS Health August 2015 - Present
UTC Aerospace Systems March 2015 - August 2015
Global Partners October 2014 - March 2015
Eagle's Crest Engineering July 2014 - October 2014
Tenet Healthcare July 2013 - July 2014
Alegeus Technologies September 2012 - June 2013
Shire Pharmaceuticals April 2009 - September 2012
John Hancock Investments January 2009 - April 2009
Bank of America August 2008 - December 2008
Philips Healthcare April 2007 - August 2008
Skills
Servers, Hardware, Leadership, Management, Project Management, Software Installation, Customer Service, Process Improvement, Technical Support, Active Directory, SharePoint, Windows XP, Troubleshooting, Security, Help Desk Support
Education
Boston University 2001 — 2002
Desktop Support Specialist Certification, Information Technology
Shawsheen Valley Regional Vocational Technical School 1994 — 1998
High School, 4-year IT Certification + High School Diploma
CVS Health August 2015 - Present
UTC Aerospace Systems March 2015 - August 2015
Global Partners October 2014 - March 2015
Eagle's Crest Engineering July 2014 - October 2014
Tenet Healthcare July 2013 - July 2014
Alegeus Technologies September 2012 - June 2013
Shire Pharmaceuticals April 2009 - September 2012
John Hancock Investments January 2009 - April 2009
Bank of America August 2008 - December 2008
Philips Healthcare April 2007 - August 2008
Skills
Servers, Hardware, Leadership, Management, Project Management, Software Installation, Customer Service, Process Improvement, Technical Support, Active Directory, SharePoint, Windows XP, Troubleshooting, Security, Help Desk Support
Education
Boston University 2001 — 2002
Desktop Support Specialist Certification, Information Technology
Shawsheen Valley Regional Vocational Technical School 1994 — 1998
High School, 4-year IT Certification + High School Diploma
Justin Corson's John Hancock Investments Experience May 2015 - Present
Job Mutual Funds Intern at John Hancock Investments
Industry
Experience
John Hancock Investments May 2015 - Present
Polar Beverages May 2013 - September 2014
Polar Beverages April 2013 - January 2014
Morning Buzz April 2012 - August 2012
Skills
Sales, Investments, Finance, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Time Management, Social Networking, Leadership, Research
Education
Quinnipiac University 2012 — 2016
Business Administration and Management, General, 3.04
Bond University 2015 — 2015
Business Administration and Management, General
Quinnipiac University
Bachelor of Science, Management
John Hancock Investments May 2015 - Present
Polar Beverages May 2013 - September 2014
Polar Beverages April 2013 - January 2014
Morning Buzz April 2012 - August 2012
Skills
Sales, Investments, Finance, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Time Management, Social Networking, Leadership, Research
Education
Quinnipiac University 2012 — 2016
Business Administration and Management, General, 3.04
Bond University 2015 — 2015
Business Administration and Management, General
Quinnipiac University
Bachelor of Science, Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY