Signature Financial Partners, LLC a member of John Hancock Financial Network
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Signature Financial Partners, LLC a member of John Hancock Financial Network Employees
Employee
Years
Job
Industry
Forrest Cook Forrest Cook's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience August 1989 - October 1996
Job CFP, ChFC
Industry Financial Services
Experience
Cook Financial Group August 1989 - Present
National Life Group October 1996 - January 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1989 - October 1996
Skills
Series 6, General Securities..., Series 65, Life & Health Insurance..., 63 Licenses, Variable Products, Fixed Annuities, College Savings Plans, 529 Plans, Simple IRA, SEP IRA, Coverdell, 401k Rollovers, Indexed Annuities, Business Overhead..., Long-Term Disability, Personal Financial..., Certified Financial..., Chartered Financial..., Retirement Planning, Estate Planning, Disability Insurance, Investments, Insurance, Long Term Care Insurance
Education
The American College
Baker University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communications & Religion
Wellington High School 1978 — 1981
Cook Financial Group August 1989 - Present
National Life Group October 1996 - January 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1989 - October 1996
Skills
Series 6, General Securities..., Series 65, Life & Health Insurance..., 63 Licenses, Variable Products, Fixed Annuities, College Savings Plans, 529 Plans, Simple IRA, SEP IRA, Coverdell, 401k Rollovers, Indexed Annuities, Business Overhead..., Long-Term Disability, Personal Financial..., Certified Financial..., Chartered Financial..., Retirement Planning, Estate Planning, Disability Insurance, Investments, Insurance, Long Term Care Insurance
Education
The American College
Baker University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communications & Religion
Wellington High School 1978 — 1981
Jerid Friar Jerid Friar's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience January 2001 - March 2004
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities March 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2001 - March 2004
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Retirement, Insurance, Financial Advisory, Estate Planning, Portfolio Management, Mutual Funds, Small Business
Education
Bowling Green State University 1996 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Central Catholic High School 1992 — 1996
Fifth Third Securities March 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2001 - March 2004
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Retirement, Insurance, Financial Advisory, Estate Planning, Portfolio Management, Mutual Funds, Small Business
Education
Bowling Green State University 1996 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Central Catholic High School 1992 — 1996
Joe Connolly Joe Connolly's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience May 2007 - March 2008
Job Regional Vice President; N. Texas Oklahoma
Industry Financial Services
Experience
Orange Distributors representing Voya Financial February 2014 - Present
Orange County based Real Estate Investment Trust February 2013 - February 2014
SunAmerica Financial Group March 2012 - November 2012
Sun Life Financial March 2008 - March 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2007 - March 2008
Skills
Sales Process, Market Planning, Plan Execution, Wholesaling, Business Analysis, Project Implementation, Territory Planning, Territory Analysis, Client Segmentation, internal sales, Personal Branding, Sales Presentations, Presentation Development, Mutual Funds, Microsoft Office, Siebel, Business Planning, Relationship Development, Client Relationship..., External Relationships, Business Relationship..., Relationship Cultivation, Financial Sales, Financial Markets, Variable Annuity..., Fixed Annuities, Sales Operations, ETFs, Wholesale, Investments, Insurance, Financial Services, Analysis, Retirement, Sales, Retirement Planning, Series 6
Education
Loyola College in Maryland 2003 — 2007
BBA, Business Administration and Finance
Boston College HIgh School 1999 — 2003
Orange Distributors representing Voya Financial February 2014 - Present
Orange County based Real Estate Investment Trust February 2013 - February 2014
SunAmerica Financial Group March 2012 - November 2012
Sun Life Financial March 2008 - March 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2007 - March 2008
Skills
Sales Process, Market Planning, Plan Execution, Wholesaling, Business Analysis, Project Implementation, Territory Planning, Territory Analysis, Client Segmentation, internal sales, Personal Branding, Sales Presentations, Presentation Development, Mutual Funds, Microsoft Office, Siebel, Business Planning, Relationship Development, Client Relationship..., External Relationships, Business Relationship..., Relationship Cultivation, Financial Sales, Financial Markets, Variable Annuity..., Fixed Annuities, Sales Operations, ETFs, Wholesale, Investments, Insurance, Financial Services, Analysis, Retirement, Sales, Retirement Planning, Series 6
Education
Loyola College in Maryland 2003 — 2007
BBA, Business Administration and Finance
Boston College HIgh School 1999 — 2003
Louis Abruzzese Louis Abruzzese's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience September 2003 - July 2006
Job Food service director at ARAMARK
Industry Restaurants
Experience
ARAMARK October 2011 - Present
Darden Restaurants May 2007 - November 2011
Wells Fargo Financial May 2007 - May 2007
Signature Financial Partners, LLC a member of John Hancock Financial Network September 2003 - July 2006
Skills
Profit & Loss Management, Serve safe cert, Sales Management, Culinary Manager, Sales Order Processing, Organizational..., Organizational..., Community Outreach, Customer Service, Service Management, Employee Hiring, Training & Development, Customer Satisfaction, Employee Training, Financial Analysis, Hiring, Leadership, Process Improvement, Recruiting, Management, Microsoft Excel
Education
Rider University 1999 — 2003
Batchlor Science, Finance
ARAMARK October 2011 - Present
Darden Restaurants May 2007 - November 2011
Wells Fargo Financial May 2007 - May 2007
Signature Financial Partners, LLC a member of John Hancock Financial Network September 2003 - July 2006
Skills
Profit & Loss Management, Serve safe cert, Sales Management, Culinary Manager, Sales Order Processing, Organizational..., Organizational..., Community Outreach, Customer Service, Service Management, Employee Hiring, Training & Development, Customer Satisfaction, Employee Training, Financial Analysis, Hiring, Leadership, Process Improvement, Recruiting, Management, Microsoft Excel
Education
Rider University 1999 — 2003
Batchlor Science, Finance
Ashley Cohen Ashley Cohen's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience October 2008 - October 2009
Job Business Development Manager at Captivate Network
Industry Information Services
Experience
Captivate Network January 2015 - Present
McGladrey April 2013 - October 2014
Gerson Lehrman Group May 2011 - April 2013
Oakwood D&O Insurance October 2009 - May 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - October 2009
Skills
Business Development, Business Relationship..., Strategic Planning, Private Equity, Strategy, Due Diligence, Inside Sales, Entrepreneurship, Market Research
Education
Rollins College
BA, History
Captivate Network January 2015 - Present
McGladrey April 2013 - October 2014
Gerson Lehrman Group May 2011 - April 2013
Oakwood D&O Insurance October 2009 - May 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - October 2009
Skills
Business Development, Business Relationship..., Strategic Planning, Private Equity, Strategy, Due Diligence, Inside Sales, Entrepreneurship, Market Research
Education
Rollins College
BA, History
Oleg Shor's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience August 2011 - June 2013
Job Payroll and HR Consultant, Senior District Manager
Industry Human Resources
Experience
ADP September 2013 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network August 2011 - June 2013
Skills
Long Term Care, Disability Insurance, Retirement Planning, PowerPoint, IRAs, Retirement, 401k, Long Term Care Insurance, Mutual Funds, Life Insurance, Finance, Risk Management, Long-term Care, Term Life Insurance
Education
Towson University
BS, Psychology
University of Maryland College Park
ADP September 2013 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network August 2011 - June 2013
Skills
Long Term Care, Disability Insurance, Retirement Planning, PowerPoint, IRAs, Retirement, 401k, Long Term Care Insurance, Mutual Funds, Life Insurance, Finance, Risk Management, Long-term Care, Term Life Insurance
Education
Towson University
BS, Psychology
University of Maryland College Park
LJ Alefantis's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience December 1994 - August 1998
Job Helping Organizations Scale Agile to the Enterprise
Industry Computer Software
Experience
AgileCraft April 2015 - Present
Perspecsys Inc. February 2012 - April 2015
Approva Corporation April 2004 - March 2012
Cognos Corporation December 2002 - June 2003
webMethods November 1999 - September 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network December 1994 - August 1998
Skills
Enterprise Software, Cloud Computing, SaaS, Business Intelligence, Solution Selling, Professional Services, Salesforce.com, Strategic Partnerships, CRM, Strategy
Education
The George Washington University 1989 — 1992
Business Administration and Management, General
Bishop O'Connell
AgileCraft April 2015 - Present
Perspecsys Inc. February 2012 - April 2015
Approva Corporation April 2004 - March 2012
Cognos Corporation December 2002 - June 2003
webMethods November 1999 - September 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network December 1994 - August 1998
Skills
Enterprise Software, Cloud Computing, SaaS, Business Intelligence, Solution Selling, Professional Services, Salesforce.com, Strategic Partnerships, CRM, Strategy
Education
The George Washington University 1989 — 1992
Business Administration and Management, General
Bishop O'Connell
Eric Stephenson's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 2006 - October 2008
Job Sr. Financial Analyst at Domo, Inc.
Industry Internet
Experience
Domo, Inc. December 2014 - Present
Ancestry.com July 2013 - December 2014
Xerox September 2012 - July 2013
Tyco Electronics Submarine Communications February 2011 - September 2012
Tyco Electronics Submarine Communications October 2008 - February 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2006 - October 2008
Wells Fargo Bank September 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Process Improvement, Strategic Financial..., Financial Planning, Forecasting, International Relations, Project Management, Contract Management, Corporate Budgeting, Budgets, Finance, Financial Reporting, Management, Series 7, Strategic Planning, Negotiation, Life Insurance, Accounting
Education
Loyola University Maryland - Sellinger School of Business 2010 — 2012
Masters, Business Administration, 3.94 GPA
Brigham Young University - Idaho 2002 — 2005
BA, Business Management
Domo, Inc. December 2014 - Present
Ancestry.com July 2013 - December 2014
Xerox September 2012 - July 2013
Tyco Electronics Submarine Communications February 2011 - September 2012
Tyco Electronics Submarine Communications October 2008 - February 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2006 - October 2008
Wells Fargo Bank September 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Process Improvement, Strategic Financial..., Financial Planning, Forecasting, International Relations, Project Management, Contract Management, Corporate Budgeting, Budgets, Finance, Financial Reporting, Management, Series 7, Strategic Planning, Negotiation, Life Insurance, Accounting
Education
Loyola University Maryland - Sellinger School of Business 2010 — 2012
Masters, Business Administration, 3.94 GPA
Brigham Young University - Idaho 2002 — 2005
BA, Business Management
Lowell Dean Cox's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience 1998 - 2000
Job Controller at Aldamisa Entertainment LLC
Industry Entertainment
Experience
Aldamisa Entertainment LLC August 2012 - Present
Los Angeles 1990 - September 2012
Banca Studio April 2012 - June 2012
Regent Entertainment 2000 - 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 2000
Planet Productions Corp. 1990 - 1997
Skills
Budgeting, Television, Production, Accounting, Entertainment, Budgets, Commercials, Film, Film Production, Finance, Social Media, Start-ups, Strategic Planning, New Media
Education
Texas A&M University 1985 — 1987
MBA/MS, Finance
The University of Texas at Austin 1979 — 1983
BS, Communications
Aldamisa Entertainment LLC August 2012 - Present
Los Angeles 1990 - September 2012
Banca Studio April 2012 - June 2012
Regent Entertainment 2000 - 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 2000
Planet Productions Corp. 1990 - 1997
Skills
Budgeting, Television, Production, Accounting, Entertainment, Budgets, Commercials, Film, Film Production, Finance, Social Media, Start-ups, Strategic Planning, New Media
Education
Texas A&M University 1985 — 1987
MBA/MS, Finance
The University of Texas at Austin 1979 — 1983
BS, Communications
Randy Reid Randy Reid's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience April 2012 - June 2012
Job Executive Director at U. S. Coast Guard Chief Petty Officers Association (CPOA) and Enlisted Association (CGEA)
Industry Marketing and Advertising
Experience
U. S. Coast Guard Chief Petty Officers Association June 2012 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2012 - June 2012
Daddy's Girl February 2012 - April 2012
Government Technology & Services Coalition October 2011 - February 2012
Mookimoo Sleepwear, LLC May 2008 - August 2010
U.S. Coast Guard April 2003 - October 2005
U.S. Coast Guard January 1983 - October 2005
U.S. Coast Guard April 2002 - April 2003
Skills
local search marketing, Internet marketing, full sail university, Social Media, Public Relations, Law Enforcement, Teaching, Military, Emergency Management, Small Business, Non-profits, Government Liaison, Blogging, Microsoft Office, Social Media Marketing, Advertising, Classroom Instruction, Podcasting, Web Marketing, Enforcement, Intelligence, Local Search, Nonprofits, Homeland Security, Training, Federal Government, Operational Planning, Strategic Partnerships, Online Marketing, SEO, Strategic Communications, Leadership, Strategy, Direct Marketing, Management, Policy, Business Development, Marketing, Project Planning, Community Outreach, Organizational..., Security Clearance, Government, SEM, Leadership Development, Tactics, Crisis Management, Social Networking, Proposal Writing, Budgets
Education
Full Sail University 2010 — 2011
Master of Science, Internet Marketing
Charter Oak State College 2004 — 2005
Bachelors, Individualized Studies
Los Angeles Harbor College 1990 — 1992
AA, Liberal Arts
U. S. Coast Guard Chief Petty Officers Association June 2012 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2012 - June 2012
Daddy's Girl February 2012 - April 2012
Government Technology & Services Coalition October 2011 - February 2012
Mookimoo Sleepwear, LLC May 2008 - August 2010
U.S. Coast Guard April 2003 - October 2005
U.S. Coast Guard January 1983 - October 2005
U.S. Coast Guard April 2002 - April 2003
Skills
local search marketing, Internet marketing, full sail university, Social Media, Public Relations, Law Enforcement, Teaching, Military, Emergency Management, Small Business, Non-profits, Government Liaison, Blogging, Microsoft Office, Social Media Marketing, Advertising, Classroom Instruction, Podcasting, Web Marketing, Enforcement, Intelligence, Local Search, Nonprofits, Homeland Security, Training, Federal Government, Operational Planning, Strategic Partnerships, Online Marketing, SEO, Strategic Communications, Leadership, Strategy, Direct Marketing, Management, Policy, Business Development, Marketing, Project Planning, Community Outreach, Organizational..., Security Clearance, Government, SEM, Leadership Development, Tactics, Crisis Management, Social Networking, Proposal Writing, Budgets
Education
Full Sail University 2010 — 2011
Master of Science, Internet Marketing
Charter Oak State College 2004 — 2005
Bachelors, Individualized Studies
Los Angeles Harbor College 1990 — 1992
AA, Liberal Arts
Boyd Bender Boyd Bender's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience March 1998 - April 2001
Job Field Services Manager at WEA Member Benefits
Industry Financial Services
Experience
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) February 2007 - Present
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) March 2006 - February 2007
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) June 2002 - March 2006
State of Wisconsin October 2001 - June 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network March 1998 - April 2001
Skills
Retirement Planning, Insurance, Series 7, Mutual Funds, IRAs, Employee Benefits, Customer Service, Property & Casualty..., Series 63, Life Insurance, Sales Management, Teamwork, FINRA Series 7, Life/Health/P&C..., Team Leadership
Education
The University of Chicago Booth School of Business 2015 — 2015
Executive Program in Strategic Sales Management
University of Wisconsin-Platteville 1993 — 1997
BS, Business Administration (Finance)
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) February 2007 - Present
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) March 2006 - February 2007
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) June 2002 - March 2006
State of Wisconsin October 2001 - June 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network March 1998 - April 2001
Skills
Retirement Planning, Insurance, Series 7, Mutual Funds, IRAs, Employee Benefits, Customer Service, Property & Casualty..., Series 63, Life Insurance, Sales Management, Teamwork, FINRA Series 7, Life/Health/P&C..., Team Leadership
Education
The University of Chicago Booth School of Business 2015 — 2015
Executive Program in Strategic Sales Management
University of Wisconsin-Platteville 1993 — 1997
BS, Business Administration (Finance)
Dustin St. Jonn Dustin St. Jonn's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience May 2009 - January 2012
Job WebSphere Marketing Intern at IBM
Industry Computer Software
Experience
IBM May 2014 - August 2014
AIDS Outreach August 2012 - July 2013
Self Employed January 2012 - July 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2009 - January 2012
SNP Communications September 2008 - May 2009
University of San Francisco May 2007 - May 2009
University of San Francisco's MBA Office2008 May 2008 - September 2008
Skills
Finance, Accounting, Management, Analysis, Investments, Auditing, Valuation, Strategic Financial..., Blogging, Mortgage Lending, Financial Analysis, Portfolio Management, Marketing, Insurance, Managerial Finance, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill 2013 — 2015
Masters in Business Administration, Marketing
University of San Francisco 2005 — 2009
Bachelor of Science (B.S.), Finance, Accounting
University of San FranciscoMay 2009 2005 — 2009
B.S. Business Administration, Double Major Accounting/Finance
Las Lomas
IBM May 2014 - August 2014
AIDS Outreach August 2012 - July 2013
Self Employed January 2012 - July 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2009 - January 2012
SNP Communications September 2008 - May 2009
University of San Francisco May 2007 - May 2009
University of San Francisco's MBA Office2008 May 2008 - September 2008
Skills
Finance, Accounting, Management, Analysis, Investments, Auditing, Valuation, Strategic Financial..., Blogging, Mortgage Lending, Financial Analysis, Portfolio Management, Marketing, Insurance, Managerial Finance, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill 2013 — 2015
Masters in Business Administration, Marketing
University of San Francisco 2005 — 2009
Bachelor of Science (B.S.), Finance, Accounting
University of San FranciscoMay 2009 2005 — 2009
B.S. Business Administration, Double Major Accounting/Finance
Las Lomas
G.T. Barvick G.T. Barvick's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 2011 - October 2011
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments November 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - October 2011
University of Dallas May 2010 - June 2011
Kirsch and Associates June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance
Education
Park University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Dallas 2007 — 2011
Bachelor of Arts, Economics/English
Fidelity Investments June 2014 - Present
Fidelity Investments November 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - October 2011
University of Dallas May 2010 - June 2011
Kirsch and Associates June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance
Education
Park University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Dallas 2007 — 2011
Bachelor of Arts, Economics/English
Tom Kilbourn Tom Kilbourn's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience Pilot & TeacherMilitary & Educational careers1976 - 2007
Job Registered Representative at Signature Financial Partners, LLC a member of John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network Pilot & TeacherMilitary & Educational careers1976 - 2007
Skills
Retirement Planning, Financial Services, Investments, Insurance
Education
Michigan State University 1972 — 1976
BA, James Madison JMCD
Signature Financial Partners, LLC a member of John Hancock Financial Network Pilot & TeacherMilitary & Educational careers1976 - 2007
Skills
Retirement Planning, Financial Services, Investments, Insurance
Education
Michigan State University 1972 — 1976
BA, James Madison JMCD
Robert Corvino's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience March 2010 - Present
Job General securities trader Signator Investors
Industry Banking
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Robin Lasus Robin Lasus's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 2012 - August 2012
Job Graduate Student
Industry Research
Experience
Fairfax Ice Arena June 2008 - Present
Fairfax County Public Schools September 2012 - Present
Keytours Vacations July 2014 - April 2015
The Joyce Agency, Inc. January 2013 - June 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2012 - August 2012
Northern Virginia Mediation Service December 2011 - March 2012
Skills
Event Planning, Customer Service, Microsoft Office, Public Speaking, Research, Microsoft Excel, Marketing, Sales, Social Networking, Editing, Social Media, Microsoft Word
Education
George Mason University 2008 — 2012
Bachelor of Arts (B.A.), Peace Studies and Conflict Resolution
Robinson Secondary School
Advanced Diploma
Fairfax Ice Arena June 2008 - Present
Fairfax County Public Schools September 2012 - Present
Keytours Vacations July 2014 - April 2015
The Joyce Agency, Inc. January 2013 - June 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2012 - August 2012
Northern Virginia Mediation Service December 2011 - March 2012
Skills
Event Planning, Customer Service, Microsoft Office, Public Speaking, Research, Microsoft Excel, Marketing, Sales, Social Networking, Editing, Social Media, Microsoft Word
Education
George Mason University 2008 — 2012
Bachelor of Arts (B.A.), Peace Studies and Conflict Resolution
Robinson Secondary School
Advanced Diploma
Willis Davis, CFA Willis Davis, CFA's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience May 2008 - August 2008
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Union First Market Bank December 2010 - March 2011
BrownGreer PLC August 2010 - December 2010
British American Business Council July 2009 - August 2009
World Affairs Council of Charlotte July 2009 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2008 - August 2008
Skills
Sales, Series 7, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Financial Analysis, Customer Service, Microsoft Word, Portfolio Management, Public Speaking, Social Media, Retirement Planning, Leadership, Loans, Research, Fundraising, Marketing, Event Planning, Wealth Management, Series 63, Spanish, Frozen Desserts
Education
Hampden-Sydney College 2006 — 2010
BS, Mathematical Economics and Spanish
Costa Rican Student Institution 2009 — 2009
Spanish Literature
Morgan Stanley 2011 - Present
Union First Market Bank December 2010 - March 2011
BrownGreer PLC August 2010 - December 2010
British American Business Council July 2009 - August 2009
World Affairs Council of Charlotte July 2009 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2008 - August 2008
Skills
Sales, Series 7, Microsoft Excel, PowerPoint, Microsoft Office, Investments, Financial Analysis, Customer Service, Microsoft Word, Portfolio Management, Public Speaking, Social Media, Retirement Planning, Leadership, Loans, Research, Fundraising, Marketing, Event Planning, Wealth Management, Series 63, Spanish, Frozen Desserts
Education
Hampden-Sydney College 2006 — 2010
BS, Mathematical Economics and Spanish
Costa Rican Student Institution 2009 — 2009
Spanish Literature
Phillip DeLeonibus's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience September 2010 - December 2010
Job Assistant Service Manager at AutoNation
Industry Automotive
Experience
AutoNation December 2011 - Present
Maxim Healthcare Services January 2011 - December 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network September 2010 - December 2010
Crofton Country Club May 2010 - December 2010
Lawn pros llc January 2005 - January 2010
Skills
Account Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Sales, Social Media
Education
University of Maryland 2008 — 2010
BA, Economics
Anne Arundel Community College 2005 — 2008
General studies
AutoNation December 2011 - Present
Maxim Healthcare Services January 2011 - December 2011
Signature Financial Partners, LLC a member of John Hancock Financial Network September 2010 - December 2010
Crofton Country Club May 2010 - December 2010
Lawn pros llc January 2005 - January 2010
Skills
Account Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Sales, Social Media
Education
University of Maryland 2008 — 2010
BA, Economics
Anne Arundel Community College 2005 — 2008
General studies
Andy Pyo Andy Pyo's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 2000 - August 2008
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance September 2008 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2000 - August 2008
Skills
Disability Insurance, Health Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Insurance, Retirement Planning, Small Business, Fixed Annuities, Long Term Care Insurance, Long-term Care, General Insurance, Whole Life, Universal Life, Homeowners, Permanent Life Insurance, Umbrella Insurance, Term Life Insurance
Education
James Madison University 1998 — 2001
BBA
State Farm Insurance September 2008 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2000 - August 2008
Skills
Disability Insurance, Health Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Insurance, Retirement Planning, Small Business, Fixed Annuities, Long Term Care Insurance, Long-term Care, General Insurance, Whole Life, Universal Life, Homeowners, Permanent Life Insurance, Umbrella Insurance, Term Life Insurance
Education
James Madison University 1998 — 2001
BBA
Chad Krueger's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 1999 - March 2001
Job Sr. Manager at FedEx Ground
Industry Transportation/Trucking/Railroad
Experience
FedEx Ground April 2015 - Present
FedEx Ground, Inc July 2005 - March 2015
FedEx Ground March 2003 - July 2005
FedEx Ground January 2001 - January 2003
Signature Financial Partners, LLC a member of John Hancock Financial Network June 1999 - March 2001
Skills
Situational Leadership, Team Building, Management, Customer Service, Employee Training, Transportation, Logistics, Process Improvement, Budgets, Training, Operations Management, Cross-functional Team..., Leadership, Administration, Inventory Management, Leadership Development
Education
Saint John's University 1995 — 1999
BS, Social Science/Education
St. John's University 1995 — 1999
BA, Social Science
FedEx Ground April 2015 - Present
FedEx Ground, Inc July 2005 - March 2015
FedEx Ground March 2003 - July 2005
FedEx Ground January 2001 - January 2003
Signature Financial Partners, LLC a member of John Hancock Financial Network June 1999 - March 2001
Skills
Situational Leadership, Team Building, Management, Customer Service, Employee Training, Transportation, Logistics, Process Improvement, Budgets, Training, Operations Management, Cross-functional Team..., Leadership, Administration, Inventory Management, Leadership Development
Education
Saint John's University 1995 — 1999
BS, Social Science/Education
St. John's University 1995 — 1999
BA, Social Science
Scott Ahearn Scott Ahearn's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience April 2012 - July 2012
Job Associate at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
Cambridge Associates July 2012 - July 2015
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2012 - July 2012
Maryland General Assembly June 2011 - August 2011
Law Offices of Robert Beatson, II May 2010 - September 2010
C.R. Daniel's June 2008 - August 2008
Skills
Bloomberg, Reuters 3000, Morningstar Direct, Matlab, Microsoft Excel, ATX Tax Software, Visio, Financial Statement..., Financial Analysis, Financial Modeling, Strategic Financial..., Valuation, Investments, Financial Reporting, Auditing, ACL, Minitab, TeamMate, Internal Controls, Quantitative Finance, Insurance, Tax Accounting, Hedge Funds, Economics
Education
University of Maryland College Park 2008 — 2012
Bachelors of Science, Accounting and Finance
PwC August 2015 - Present
Cambridge Associates July 2012 - July 2015
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2012 - July 2012
Maryland General Assembly June 2011 - August 2011
Law Offices of Robert Beatson, II May 2010 - September 2010
C.R. Daniel's June 2008 - August 2008
Skills
Bloomberg, Reuters 3000, Morningstar Direct, Matlab, Microsoft Excel, ATX Tax Software, Visio, Financial Statement..., Financial Analysis, Financial Modeling, Strategic Financial..., Valuation, Investments, Financial Reporting, Auditing, ACL, Minitab, TeamMate, Internal Controls, Quantitative Finance, Insurance, Tax Accounting, Hedge Funds, Economics
Education
University of Maryland College Park 2008 — 2012
Bachelors of Science, Accounting and Finance
Favio J. Taborda's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience April 2008 - September 2012
Job Managing Associate at MassMutual/ DBS Financial
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2008 - September 2012
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Estate Planning, Investments, Life Insurance, Long-term Care, Financial Analysis, Employee Benefits, Retirement, Mutual Funds, IRAs, Strategic Financial..., Investment Advisory, Public Speaking, 401k
Education
Florida State University 2003 — 2007
Bachelor's degree, Finance, General
Coral Gables SR High School 1999 — 2003
MassMutual Financial Group September 2012 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2008 - September 2012
Skills
Retirement Planning, Fixed Annuities, Wealth Management, Estate Planning, Investments, Life Insurance, Long-term Care, Financial Analysis, Employee Benefits, Retirement, Mutual Funds, IRAs, Strategic Financial..., Investment Advisory, Public Speaking, 401k
Education
Florida State University 2003 — 2007
Bachelor's degree, Finance, General
Coral Gables SR High School 1999 — 2003
Cindy Hawks Cindy Hawks's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience 1998 - 1999
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Octavio G. Matamoros Octavio G. Matamoros's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience August 1996 - April 2000
Job VP of Sales at Diversified Biologicals, LLC
Industry Pharmaceuticals
Experience
Diversified Biologicals, LLC January 2007 - Present
BioMed Plus April 2000 - August 2006
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1996 - April 2000
Skills
Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Territory Management, Sales Management, Sales Operations, Medical Devices, Sales Force Development, Sales, Marketing Strategy, Competitive Analysis, New Business Development, Marketing, Healthcare, Selling, Market Planning, Cold Calling, Account Management, Cross-functional Team..., Hospitals, Product Launch, Selling Skills, Team Building, Distribution Strategies, Hospital Sales, Strategic Planning, Sales Process, Gastroenterology
Education
Florida State University 1994 — 1995
Leisure and Recreational Activities
Valdosta State University 1992 — 1994
Recreational Therapy
Taft College 1990 — 1992
Associate of Arts (A.A.), Physical Therapy/Therapist
Diversified Biologicals, LLC January 2007 - Present
BioMed Plus April 2000 - August 2006
Signature Financial Partners, LLC a member of John Hancock Financial Network August 1996 - April 2000
Skills
Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Territory Management, Sales Management, Sales Operations, Medical Devices, Sales Force Development, Sales, Marketing Strategy, Competitive Analysis, New Business Development, Marketing, Healthcare, Selling, Market Planning, Cold Calling, Account Management, Cross-functional Team..., Hospitals, Product Launch, Selling Skills, Team Building, Distribution Strategies, Hospital Sales, Strategic Planning, Sales Process, Gastroenterology
Education
Florida State University 1994 — 1995
Leisure and Recreational Activities
Valdosta State University 1992 — 1994
Recreational Therapy
Taft College 1990 — 1992
Associate of Arts (A.A.), Physical Therapy/Therapist
Arasp Biparva Arasp Biparva's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience May 2011 - August 2011
Job Accounting Professional
Industry Accounting
Experience
RCLCO March 2014 - August 2014
Attman's Cabin John Deli May 2013 - August 2014
University of Maryland-College Park January 2011 - December 2012
Ernst & Young June 2012 - August 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2011 - August 2011
University Property Services, LLC June 2010 - June 2011
Metropolitan Fine Properties, Inc. June 2010 - June 2011
Skills
Finance, Accounting, Financial Statements, Marketing, Real Estate, Investments, Facebook, Farsi, Client Maintenance, Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Pivot Tables, Vlookup
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Accounting & Finance
Copenhagen Business School 2012 — 2012
Study Abroad
RCLCO March 2014 - August 2014
Attman's Cabin John Deli May 2013 - August 2014
University of Maryland-College Park January 2011 - December 2012
Ernst & Young June 2012 - August 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2011 - August 2011
University Property Services, LLC June 2010 - June 2011
Metropolitan Fine Properties, Inc. June 2010 - June 2011
Skills
Finance, Accounting, Financial Statements, Marketing, Real Estate, Investments, Facebook, Farsi, Client Maintenance, Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Pivot Tables, Vlookup
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Accounting & Finance
Copenhagen Business School 2012 — 2012
Study Abroad
lisha zhou's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience February 2010 - Present
Job intern at Signature Financial Partners, LLC a member of John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network February 2010 - Present
Skills
Investor Relations, Investments, Valuation, Financial Modeling, Bloomberg
Education
Boston University 2008 — 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network February 2010 - Present
Skills
Investor Relations, Investments, Valuation, Financial Modeling, Bloomberg
Education
Boston University 2008 — 2009
Akeem Hunter's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience November 2005 - March 2006
Job Corporate Account Executive
Industry Information Technology and Services
Experience
Sprint April 2015 - Present
Citi February 2014 - April 2015
J.P. Morgan September 2011 - January 2014
JP Morgan Chase June 2010 - September 2011
All Pro Restoration October 2008 - May 2010
ShoreBank November 2006 - July 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network November 2005 - March 2006
Skills
Strategic Financial..., Investments, Banking, Risk Management, Finance, Loans, Sales, Financial Analysis, Microsoft Excel, Management, Competitive Analysis, Wealth Management, Public Speaking
Education
Northwestern University 2004 — 2008
Comm, Economics
Sprint April 2015 - Present
Citi February 2014 - April 2015
J.P. Morgan September 2011 - January 2014
JP Morgan Chase June 2010 - September 2011
All Pro Restoration October 2008 - May 2010
ShoreBank November 2006 - July 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network November 2005 - March 2006
Skills
Strategic Financial..., Investments, Banking, Risk Management, Finance, Loans, Sales, Financial Analysis, Microsoft Excel, Management, Competitive Analysis, Wealth Management, Public Speaking
Education
Northwestern University 2004 — 2008
Comm, Economics
Andrea Contres Moore, MBA's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience February 2006 - May 2010
Job Marketing Manager at Baker Tilly Virchow Krause, LLP
Industry Marketing and Advertising
Experience
Baker Tilly Virchow Krause, LLP March 2014 - Present
Watkins Meegan LLC May 2010 - March 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network February 2006 - May 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2006 - May 2010
ECU Communications March 2009 - March 2010
LIU Unit #12 - York City Schools Summer Program May 2003 - August 2003
Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Web Strategy, Social Media, Advertising, Event Planning, Strategic Planning, Marketing Communications, Market Planning, Public Speaking, ROMI, Eloqua, Partnership Marketing, Strategy, Market Research, Integrated Marketing, managment, Business Development, Marketing Management, Professional Services, SEO, Brand Development, Leadership, Program Management, Strategic Communications, Email Marketing, Analytics, Sponsorship, Direct Marketing, Strategic Partnerships, Brand Awareness, Corporate Communications, B2B Marketing, Copywriting, Digital Marketing, Analysis, Newsletters, Lead Generation, Online Marketing, Management
Education
American University 2012 — 2014
Master of Business Administration (MBA), Kogod School of Business, Business, Management, Marketing, and Strategy
George Mason University - School of Business 2002 — 2006
Bachelor's of Science, Marketing
Universidad Complutense de Madrid 2004 — 2004
Credits, Spanish
Universidad de Sevilla 2004 — 2004
Credit, Spanish
Northeastern High School 1998 — 2002
General Education
Baker Tilly Virchow Krause, LLP March 2014 - Present
Watkins Meegan LLC May 2010 - March 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network February 2006 - May 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2006 - May 2010
ECU Communications March 2009 - March 2010
LIU Unit #12 - York City Schools Summer Program May 2003 - August 2003
Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Web Strategy, Social Media, Advertising, Event Planning, Strategic Planning, Marketing Communications, Market Planning, Public Speaking, ROMI, Eloqua, Partnership Marketing, Strategy, Market Research, Integrated Marketing, managment, Business Development, Marketing Management, Professional Services, SEO, Brand Development, Leadership, Program Management, Strategic Communications, Email Marketing, Analytics, Sponsorship, Direct Marketing, Strategic Partnerships, Brand Awareness, Corporate Communications, B2B Marketing, Copywriting, Digital Marketing, Analysis, Newsletters, Lead Generation, Online Marketing, Management
Education
American University 2012 — 2014
Master of Business Administration (MBA), Kogod School of Business, Business, Management, Marketing, and Strategy
George Mason University - School of Business 2002 — 2006
Bachelor's of Science, Marketing
Universidad Complutense de Madrid 2004 — 2004
Credits, Spanish
Universidad de Sevilla 2004 — 2004
Credit, Spanish
Northeastern High School 1998 — 2002
General Education
J.B. L'Esperance, ChFC's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience January 2002 - December 2003
Job Principal at Barking Sands Capital
Industry Investment Management
Experience
Barking Sands Capital May 2015 - Present
The L'Esperance Group, LLC February 2003 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2002 - December 2003
Hantz Financial November 1999 - September 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Finance, Estate Planning, Investments, Portfolio Management, Investment Management, Investment Advisory, Financial Advisory, Financial Planning, Financial Planners, 401k, IRAs, Creating Financial Plans, Insurance Design, Alternative Investments
Education
Lake Superior State University 1996 — 2001
Bachelor of Science, Accounting & Finance
Duluth East High School 1992 — 1994
Two Harbors High School 1990 — 1992
Barking Sands Capital May 2015 - Present
The L'Esperance Group, LLC February 2003 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2002 - December 2003
Hantz Financial November 1999 - September 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Finance, Estate Planning, Investments, Portfolio Management, Investment Management, Investment Advisory, Financial Advisory, Financial Planning, Financial Planners, 401k, IRAs, Creating Financial Plans, Insurance Design, Alternative Investments
Education
Lake Superior State University 1996 — 2001
Bachelor of Science, Accounting & Finance
Duluth East High School 1992 — 1994
Two Harbors High School 1990 — 1992
Troy Fields's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience January 1996 - January 2007
Job Regional Solar Consultant at Planet Solar
Industry Entertainment
Experience
Planet Solar December 2014 - Present
Easy Checks August 2012 - December 2014
Fields Productiona November 2007 - October 2014
WOSO Radio November 2007 - October 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network January 1996 - January 2007
Skills
Advertising, Small Business, Investments, Insurance, Public Speaking, Coaching, Marketing, Business Planning, Strategic Financial..., Sales, Leadership, Team Building, Strategic Planning, Non-profits, Marketing Strategy, Long-term Care, Budgets, New Business Development, Retirement Planning, Customer Service, Life Insurance, Fixed Annuities, Marketing Communications, Event Management, Retirement, Public Relations, Sales Management, Contract Negotiation, Social Networking, Management, Nonprofits, Business Development, Entrepreneurship, Start-ups, Market Research, Social Media Marketing, Strategy, Online Advertising, Email Marketing, Market Planning, Business Strategy, Brand Development, Social Media, Event Planning, Financial Planning, Strategic Partnerships, Direct Marketing
Education
Tom S. Lubbock 1956 — 1960
BA, Business
Texas Tech University
Planet Solar December 2014 - Present
Easy Checks August 2012 - December 2014
Fields Productiona November 2007 - October 2014
WOSO Radio November 2007 - October 2014
Signature Financial Partners, LLC a member of John Hancock Financial Network January 1996 - January 2007
Skills
Advertising, Small Business, Investments, Insurance, Public Speaking, Coaching, Marketing, Business Planning, Strategic Financial..., Sales, Leadership, Team Building, Strategic Planning, Non-profits, Marketing Strategy, Long-term Care, Budgets, New Business Development, Retirement Planning, Customer Service, Life Insurance, Fixed Annuities, Marketing Communications, Event Management, Retirement, Public Relations, Sales Management, Contract Negotiation, Social Networking, Management, Nonprofits, Business Development, Entrepreneurship, Start-ups, Market Research, Social Media Marketing, Strategy, Online Advertising, Email Marketing, Market Planning, Business Strategy, Brand Development, Social Media, Event Planning, Financial Planning, Strategic Partnerships, Direct Marketing
Education
Tom S. Lubbock 1956 — 1960
BA, Business
Texas Tech University
Jennifer Maccannon's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience April 2009 - April 2011
Job Compliance at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2009 - April 2011
Godiva Chocolatier September 2006 - November 2009
Education
Rutgers Business School 1985 — 1990
Masters, Business Administration
Morgan State University 1979 — 1983
BS, Business Administration
Edelman Financial Services May 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2009 - April 2011
Godiva Chocolatier September 2006 - November 2009
Education
Rutgers Business School 1985 — 1990
Masters, Business Administration
Morgan State University 1979 — 1983
BS, Business Administration
Stephen Maner's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience April 2010 - July 2011
Job
Industry Financial Services
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2010 - July 2011
Buonassissi, Henning & Lash P.C. September 2008 - April 2010
Campus Transit June 2004 - August 2008
Education
The University of Georgia 2003 — 2008
Bachelor of Science, Sports Business
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2010 - July 2011
Buonassissi, Henning & Lash P.C. September 2008 - April 2010
Campus Transit June 2004 - August 2008
Education
The University of Georgia 2003 — 2008
Bachelor of Science, Sports Business
Ross DeLuca, CRPC®'s Signature Financial Partners, LLC a member of John Hancock Financial Network Experience 1996 - 1998
Job Manager, Investment Services
Industry Financial Services
Experience
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Perry Dlugie's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience October 2005 - September 2007
Job Owner at On Point Tax and Financial Services, LLC
Industry Financial Services
Experience
On Point Tax and Financial Services, LLC October 2008 - Present
Fifth Third Bank April 2007 - March 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2005 - September 2007
AXA Advisors 1993 - 2002
Skills
Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Retirement Planning, Financial Analysis, Fixed Annuities
Education
Roosevelt University 1980 — 1982
Post graduate work toward a masters degree in marketing, Marketing
Northeastern Illinois University 1976 — 1982
post graduate, Business - Marketing
On Point Tax and Financial Services, LLC October 2008 - Present
Fifth Third Bank April 2007 - March 2008
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2005 - September 2007
AXA Advisors 1993 - 2002
Skills
Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Retirement Planning, Financial Analysis, Fixed Annuities
Education
Roosevelt University 1980 — 1982
Post graduate work toward a masters degree in marketing, Marketing
Northeastern Illinois University 1976 — 1982
post graduate, Business - Marketing
Josh Vissman's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience January 2011 - December 2012
Job Director of Tennis at Eagle Harbor Community Development District
Industry Recreational Facilities and Services
Experience
First Coast Tennis Foundation January 2012 - Present
Eagle Harbor Community Development District August 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2011 - December 2012
Selva Marina Country Club June 2007 - December 2010
Skills
Sales, Customer Service, Leadership, Account Management, Marketing, Fixed Annuities, Retirement, Event Planning, Management, Marketing Strategy, IRAs, Business Analysis, Mutual Funds, Business Development, Life Insurance, Tennis, Event Management, Club, Cold Calling, Microsoft Office, Fundraising, Insurance, Coaching, Long-term Care, Whole Life, Advertising, Long Term Care Insurance
Education
University of North Florida - College of Business Administration 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
First Coast Tennis Foundation January 2012 - Present
Eagle Harbor Community Development District August 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2011 - December 2012
Selva Marina Country Club June 2007 - December 2010
Skills
Sales, Customer Service, Leadership, Account Management, Marketing, Fixed Annuities, Retirement, Event Planning, Management, Marketing Strategy, IRAs, Business Analysis, Mutual Funds, Business Development, Life Insurance, Tennis, Event Management, Club, Cold Calling, Microsoft Office, Fundraising, Insurance, Coaching, Long-term Care, Whole Life, Advertising, Long Term Care Insurance
Education
University of North Florida - College of Business Administration 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Dennis Ross's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience September 1996 - September 1999
Job Strategic Marketing Analyst at RISO, Inc.
Industry Financial Services
Experience
RISO, Inc. October 2011 - Present
Maritz October 2010 - October 2011
KeyBank May 2003 - November 2008
Clear Point Consultants April 2000 - July 2001
Bear Stearns September 1999 - February 2000
Signature Financial Partners, LLC a member of John Hancock Financial Network September 1996 - September 1999
Skills
Sales, Competitive Analysis, Marketing Strategy, Process Improvement
Education
Bridgewater State University 1989 — 1993
bs, operations
RISO, Inc. October 2011 - Present
Maritz October 2010 - October 2011
KeyBank May 2003 - November 2008
Clear Point Consultants April 2000 - July 2001
Bear Stearns September 1999 - February 2000
Signature Financial Partners, LLC a member of John Hancock Financial Network September 1996 - September 1999
Skills
Sales, Competitive Analysis, Marketing Strategy, Process Improvement
Education
Bridgewater State University 1989 — 1993
bs, operations
suba subramanyam's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience August 2012 - November 2012
Job Sr. Web Developer at Bank of America ML
Industry Investment Management
Experience
Bank of America September 2013 - Present
Allianz Global Investors March 2013 - August 2013
Citi November 2012 - March 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network August 2012 - November 2012
Bank of America - Merrill Lynch June 2006 - August 2012
Merrill Lynch October 2003 - June 2006
Educate Global April 2003 - September 2003
Skills
C# 3.0, C# 2.0, ASP.NET, ASP.NET AJAX, SQL, Oracle SQL, Microsoft Reporting..., SSIS, Autosys, JavaScript, IIS, Web Services, Crystal Reports, TFS, Visual Studio Team..., Teradata, SharePoint
Education
New Jersey Institute of Technology
Masters, Information Systems
New Jersey Institute of Technology
Bachelors, Computer Science
Bank of America September 2013 - Present
Allianz Global Investors March 2013 - August 2013
Citi November 2012 - March 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network August 2012 - November 2012
Bank of America - Merrill Lynch June 2006 - August 2012
Merrill Lynch October 2003 - June 2006
Educate Global April 2003 - September 2003
Skills
C# 3.0, C# 2.0, ASP.NET, ASP.NET AJAX, SQL, Oracle SQL, Microsoft Reporting..., SSIS, Autosys, JavaScript, IIS, Web Services, Crystal Reports, TFS, Visual Studio Team..., Teradata, SharePoint
Education
New Jersey Institute of Technology
Masters, Information Systems
New Jersey Institute of Technology
Bachelors, Computer Science
Andy Lee, CPA's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience March 2004 - April 2006
Job Corporate Tax Accountant at Westlake Financial Services
Industry Financial Services
Experience
Westlake Financial Services March 2010 - Present
Westlake Financial Services November 2007 - March 2010
Bellagio April 2006 - November 2007
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2004 - April 2006
Skills
Finance, Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Tax, Auditing, Financial Statements, Forecasting, Credit, Credit Risk, Accounts Receivable, Financial Accounting, Internal Audit, Loans, Process Improvement, Strategic Financial...
Education
University of California, San Diego 1999 — 2003
Bachelor of Science (B.S.), Management Science
Westlake Financial Services March 2010 - Present
Westlake Financial Services November 2007 - March 2010
Bellagio April 2006 - November 2007
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2004 - April 2006
Skills
Finance, Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Tax, Auditing, Financial Statements, Forecasting, Credit, Credit Risk, Accounts Receivable, Financial Accounting, Internal Audit, Loans, Process Improvement, Strategic Financial...
Education
University of California, San Diego 1999 — 2003
Bachelor of Science (B.S.), Management Science
Jason Weddle's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience March 2009 - September 2010
Job Team Lead at Sedgwick
Industry Human Resources
Experience
Sedgwick June 2013 - Present
Citifinancial Consumer Finance India Ltd September 2010 - June 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2009 - September 2010
Skills
Strategic Financial..., IRAs, Mutual Funds, Investments, Fixed Annuities, Microsoft Office, Series 7, Retirement, Series 63, Wealth Management, Retirement Planning, Management
Education
University of Missouri-Kansas City 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business administration-finance and economics
Sedgwick June 2013 - Present
Citifinancial Consumer Finance India Ltd September 2010 - June 2013
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2009 - September 2010
Skills
Strategic Financial..., IRAs, Mutual Funds, Investments, Fixed Annuities, Microsoft Office, Series 7, Retirement, Series 63, Wealth Management, Retirement Planning, Management
Education
University of Missouri-Kansas City 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business administration-finance and economics
Blake T. Jones's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience 1995 - 1997
Job Senior Vice President / Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Adam Band's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience October 2008 - February 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Wachovia Securities Financial Network February 2009 - August 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - February 2009
Education
University of Arizona 2004 — 2008
BS, Communication, Business, Spanish, Portuguese
Merrill Lynch August 2010 - Present
Wachovia Securities Financial Network February 2009 - August 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - February 2009
Education
University of Arizona 2004 — 2008
BS, Communication, Business, Spanish, Portuguese
robert weinblatt's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience
Job Registered Representative at Signature Financial Partners, LLC a member of John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network
Skills
Mutual Funds, Retirement, Wealth Management, Fixed Annuities, Marketing, Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Insurance, Series 7, Series 63, 401k, Financial Analysis
Education
University of Maryland College Park 1961 — 1966
Bachelor of Arts (B.A.), Business Administration and Management, General
Signature Financial Partners, LLC a member of John Hancock Financial Network
Skills
Mutual Funds, Retirement, Wealth Management, Fixed Annuities, Marketing, Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Insurance, Series 7, Series 63, 401k, Financial Analysis
Education
University of Maryland College Park 1961 — 1966
Bachelor of Arts (B.A.), Business Administration and Management, General
Paul Ng, AIA's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience January 1993 - September 1999
Job Architect at Visnick & Caulfield Associates, Inc.
Industry Architecture & Planning
Experience
Visnick & Caulfield Associates, Inc. September 1999 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 1993 - September 1999
William Balkus Associates, Inc September 1982 - July 1992
Skills
Submittals, Space Planning, Construction Management, LEED AP, LEED, Sustainable Design, AutoCAD, Design Research, Revit, Construction, Interior Design, Renovation, SketchUp, Architectural Design, Green Building, Interior Architecture, Rendering, Construction Drawings, Architectural Drawings, Architecture
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Fine Arts, Bachelor of Architecture, Architecture
Visnick & Caulfield Associates, Inc. September 1999 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 1993 - September 1999
William Balkus Associates, Inc September 1982 - July 1992
Skills
Submittals, Space Planning, Construction Management, LEED AP, LEED, Sustainable Design, AutoCAD, Design Research, Revit, Construction, Interior Design, Renovation, SketchUp, Architectural Design, Green Building, Interior Architecture, Rendering, Construction Drawings, Architectural Drawings, Architecture
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Fine Arts, Bachelor of Architecture, Architecture
Michael Muti's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience July 2001 - July 2004
Job VP, Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management July 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network July 2001 - July 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investment Strategies
Education
Massachusetts College of Liberal Arts 1995 — 1999
B/A, Economics
Marian High School Framingham, MA 1990 — 1994
Natixis Global Asset Management July 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network July 2001 - July 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investment Strategies
Education
Massachusetts College of Liberal Arts 1995 — 1999
B/A, Economics
Marian High School Framingham, MA 1990 — 1994
Rodney McNeil's Signature Financial Partners, LLC a member of John Hancock Financial Network Experience June 2011 - August 2011
Job Contract Administrator/Specialist at Office of the Comptroller of the Currency
Industry Government Administration
Experience
Office of the Comptroller of the Currency November 2012 - Present
Office of the Comptroller of the Currency February 2012 - November 2012
University of Maryland, Department of Transportation Services - Shuttle UM July 2011 - May 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - August 2011
University of Maryland, Department of Transportation Services - Shuttle UM August 2010 - July 2011
Community Development Financial Institutions Fund at the US Department of the Treasury May 2009 - August 2009
Skills
Microsoft Project, Microsoft Visio, Microsoft Excel, Management, Software Documentation, Strategic Planning, Time Management, Finance, Public Speaking, Banking, Research, Investments, Access, Analysis, Data Analysis, Risk Management, PowerPoint, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3
Michigan State University 2008 — 2009
Office of the Comptroller of the Currency November 2012 - Present
Office of the Comptroller of the Currency February 2012 - November 2012
University of Maryland, Department of Transportation Services - Shuttle UM July 2011 - May 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - August 2011
University of Maryland, Department of Transportation Services - Shuttle UM August 2010 - July 2011
Community Development Financial Institutions Fund at the US Department of the Treasury May 2009 - August 2009
Skills
Microsoft Project, Microsoft Visio, Microsoft Excel, Management, Software Documentation, Strategic Planning, Time Management, Finance, Public Speaking, Banking, Research, Investments, Access, Analysis, Data Analysis, Risk Management, PowerPoint, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3
Michigan State University 2008 — 2009