John Hancock
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John Hancock Employees
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Optum Technlology September 2014 - Present
UnitedHealth Group December 2011 - September 2014
UnitedHealthcare June 2005 - December 2011
John Hancock September 2003 - June 2005
Skills
Management, Systems Analysis, SDLC, Visio, Business Analysis, Requirements Analysis, Process Improvement, SharePoint, Requirements Gathering, Business Requirements, IT Strategy, Business Process..., SQL, Project Portfolio..., Agile Methodologies, Software Project...
Education
University of St. Thomas 2015 — 2017
Healthcare MBA, In Progress
Babson College 1999 — 2003
Bachelor of Science, Management Information Systems
Quaero December 2012 - January 2015
Quaero January 2010 - December 2012
Quaero December 2007 - January 2010
Endeca March 2006 - October 2007
Collaborative Consulting April 2005 - March 2006
John Hancock October 1999 - March 2005
Filemark 1998 - 1999
Skills
Data Quality, Business Intelligence, Enterprise Software, Data Warehousing, ETL, Analytics, Data Integration, Consulting, Software Development, Professional Services, Project Management, Software Project..., Management, Marketing Automation, Marketing, Digital Marketing, Social Media Marketing
Education
Babson College 2000 — 2004
MBA, Business
Wittenberg University 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Redwood Wealth Management, LLC December 2007 - Present
A.G. Edwards & Sons, Inc. June 2004 - December 2007
John Hancock May 2003 - June 2004
Education
Appalachian State University 1999 — 2003
BS, Business Management
Carroll Manor Elementary
John Hancock April 2015 - Present
John Hancock Financial Services April 2012 - April 2015
John Hancock Financial Services June 2008 - April 2012
John Hancock Financial Services June 2006 - June 2008
SV Life Sciences September 2005 - May 2006
3balls.com Golf December 2003 - May 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Venture Capital, Equities, Forecasting, Securities, Financial Reporting, Budgets, Bonds, Fixed Income Analysis, Bloomberg, Microsoft Office, Capital IQ, Structured Finance, Airlines, Rail, Shipping, Aerospace, Defense, Infrastructure, Credit Rating, Fixed Income, Transportation, Research, Capital Markets, Private Equity
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Babson College 2002 — 2006
Bachelor of Science (B.S.) in Business Management, Finance and Entrepreneurship
First Trust July 2015 - Present
First Trust January 2012 - July 2015
John Hancock January 2011 - December 2011
Retirement Programs Company November 2008 - December 2010
Skills
401k, Series 6, Series 7, Profit Sharing, Defined Benefit, Defined Contribution, Retirement, Retirement Plan..., Mutual Funds, ERISA, Retirement Planning, Fixed Annuities, Asset Allocation, Life Insurance, Wealth Management, Investments, Pensions, Securities, Series 66, MBA, Unit Investment Trusts, ETFs, Separately Managed...
Education
Benedictine University 2010 — 2012
MBA, Financial Management
University of Iowa 2000 — 2004
BBA, Finance
Honeywell August 2013 - June 2015
Honeywell Building Solutions September 2007 - August 2013
WEX Inc. 2000 - 2004
John Hancock 1993 - 1998
Skills
Account Management, Solution Selling, Salesforce.com, Sales, Project Management, Team Leadership, Customer Service, CRM, Process Improvement
Education
Colgate University 1988 — 1992
Bachelor of Arts
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Evening MBA program; Six courses completed
Greely High School 1984 — 1988
Goldman Sachs April 2013 - Present
Hess Corporation July 2011 - April 2013
Hess Corporation August 2010 - April 2013
Hess Corporation October 2010 - July 2011
Hess Corporation October 2009 - October 2010
John Hancock May 2008 - November 2008
Boston University May 2007 - September 2008
McDonough Wealth Advisors, LLC January 2007 - May 2007
Skills
Financial Analysis, Derivatives, Analysis, Financial Modeling, Strategy, Competitive Analysis, Commodity, Trading, Microsoft Excel, Investments, Valuation, Commodity Markets, Risk Management, Corporate Finance, Microsoft Office, Options, Economics, Leadership, Energy Markets, Energy, Natural Gas, Hedging
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Economics
Boston University Questrom School of Business 2005 — 2009
BSBA, Dual Concentration in Finance and Marketing; Minor in Economics
John Hancock Financial Services October 2012 - Present
John Hancock September 2010 - September 2012
John Hancock October 1999 - August 2010
John Hancock 1978 - 1999
Skills
Business Analysis, Quality Assurance, Change Management, Vendor Management, Project Portfolio..., SDLC, Team Leadership, Systems Analysis, Requirements Analysis, Software Documentation, Risk Management, Business Process..., Business Requirements, Visio, Microsoft Office, Project Management, Requirements Gathering, Process Improvement, Strategic Planning, Business Intelligence, SQL, SharePoint, PMP, User Acceptance Testing, IT Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Science (MS), Computer Information Systems
Northeastern University 1986 — 1992
BS, Finance/Accounting
Salesforce University
Certified Salesforce Administrator
Gibson October 2010 - Present
Sentry Insurance October 2008 - October 2010
John Hancock June 2007 - September 2008
Skills
Risk Financing, Loss Prevention, Claims Analysis, Financial Statement..., Manufacturing, Construction, Underwriting, New Business Development, Sales, Insurance, Risk Management, Employment Practices..., Sales Management, Financial Risk, Risk Assessment, Analysis, Workers Compensation, Property & Casualty..., Legal Liability, Commercial Insurance, Team Building, Finance, Employee Benefits, Brokers, Liability, Commercial Lines, Term Life Insurance, Disability Insurance, Health Insurance, Health Savings Accounts, Claim, D&O, Professional Liability, Casualty, Umbrella Insurance, Claims Management, Life Insurance, General Insurance, Casualty Insurance
Education
Ball State University - College of Business 2003 — 2007
Bachelors of Science, Finance
Indiana University-Purdue University Fort Wayne (IPFW) 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Prince Institute-A Stenograph School October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2009 - July 2014
John Hancock October 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) August 2005 - October 2006
Skills
Insurance, Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Compliance, Outlook, Data Analysis, Research, Non-profits
Education
Prince Institute of Professional Studies Inc 2013 — 2016
Realtime Reporting, Court Reporting/Court Reporter
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Communication, Film Studies
University of Melbourne 2004 — 2004
John Hancock May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2013
Emmanuel College August 2009 - August 2010
Sun Life Financial March 2006 - January 2009
Sun Life Financial October 2004 - March 2006
Skills
Customer Service, Insurance, Life Insurance, Mutual Funds, Sales, Series 6, Series 63
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), English with Concentration in Mass Communications and Writing
Harvard University February 2002 - Present
Boston Community Capital 2001 - 2001
Finard & Company LLC 1999 - 2000
John Hancock 1990 - 1999
Madison Park Development Corporation 1993 - 1993
McFarland Associates 1986 - 1990
Cambridge Housing Authority 1983 - 1986
Hattie B. Cooper Community Center 1981 - 1983
Skills
Community Outreach, Community Development, Nonprofits, Press Releases, Higher Education, Public Speaking, Marketing Communications, Editing, Grant Writing, Newsletters, Event Management, Community Engagement, Market Research, Program Management, Program Development, Sustainability, Leadership, Budgets, Research, Grants, Publications, Marketing, Teaching, Speech Writing, Corporate Social..., Political Campaigns, Civic Engagement, Youth Mentoring, Youth Programs, Public Affairs, Non-profits, Policy Analysis, Public Policy, Volunteering, Volunteer Management, Philanthropy, Fundraising, Event Planning, Economic Development, Strategic Communications, Media Relations, Politics, Community Organizing, Analysis, Community Colleges, Non-profit Experience, Board Leadership, Community Partnerships, Volunteer Leadership, Budget Oversight
Education
Amherst College 1977 — 1980
BA
Massasoit Community College 1975 — 1977
A.S.
Duxbury High School 1970 — 1974
eHealthInsurance July 2013 - August 2014
BNY-Mellon, Westborough M February 2011 - March 2013
TruBridge Inc October 2009 - March 2010
John Hancock January 2008 - March 2009
Goodstein Construction January 2005 - August 2007
Clarendon National Insurance April 2002 - January 2005
Paragon Sports Shop February 2001 - May 2002
A.B. Watley Inc December 1999 - February 2001
Bank of America October 1998 - August 1999
Skills
Business Strategy, Business Development, Account Management, Series 6, Team Building, Mutual Funds, Series 63, Series 7, Retirement Planning, Fixed Annuities, Retirement, Uniform Combined State..., Microsoft Office, 401k, Investments, Life Insurance, IRAs, Wealth Management, Sales, Employee Benefits, Finance, Insurance, Customer Service
Education
Arizona State University 1995 — 1997
B.S, Business Management
Arizona State University
Business Management (BS)
CGI March 2013 - Present
Infomation technology Department June 2012 - March 2013
John Hancock May 2008 - May 2012
Atlantic Union College August 2003 - January 2006
Skills
Storage Area Networks, SAN, Storage Management, Disaster Recovery, EMC Storage, NAS, Servers, Storage, VMware, VMware ESX, Cisco Technologies, HP, Clariion
Education
Atlantic Union College 2000 — 2006
B.S, Computer Science
Executive Senior Services, LLC July 2013 - Present
Combined Insurance December 2010 - February 2012
MetLife July 2007 - December 2010
Bisys 2005 - 2006
John Hancock 2000 - 2005
John Hancock 2000 - 2005
Education
New England Conservatory of Music 1993 — 1995
Master's degree, Vocal
Ball State University 1990 — 1993
BM and BS, Music and Business
Rochester Adams High School
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2012
John Hancock October 2008 - April 2011
John Hancock July 2007 - October 2008
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) May 2006 - August 2006
Thomson CompuMark May 2005 - August 2005
Thomson CompuMark May 2004 - August 2004
Skills
Analysis, Management, CRM, Strategy, Strategic Planning, Business Development, Budgets, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MBA, Management of Operations and Technology
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Partners HealthCare July 2015 - Present
Partners HealthCare April 2007 - July 2015
Vanderweil Engineers 1998 - 2007
John Hancock 1982 - 1998
Skills
Telecommunications..., Disaster Recovery, Healthcare Information..., Project Management, Infrastructure, Data Center, Healthcare, Fiber Optics, LAN-WAN, Structured Cabling, Customer Service, Construction...
Education
Babson College
BSBA, Management and Organizational Behavior
Needham High School
IT Unity January 2015 - Present
Microsoft February 2013 - Present
Microsoft August 2009 - February 2013
Microsoft April 2008 - August 2009
John Hancock December 2006 - April 2008
John Hancock January 2005 - November 2006
FM Global November 2001 - January 2005
Cartref Science May 2001 - November 2001
CTC Communications April 2000 - May 2001
FM Global (Formerly Arkwright Mutual Insurance Company) May 1994 - April 2000
Skills
SharePoint, Presenter, Microsoft, Software Development, System Architecture, IIS, .NET, SQL Server, Microsoft SQL Server, Cloud Computing, Agile Methodologies, Project Management, Microsoft Office..., Microsoft Technologies, Enterprise Architecture, XML, C#, JavaScript, SQL, Security, Microsoft Office, Office 365, Microsoft Exchange, Lync, Technical Writing, Yammer, Social Networking, ADFS, Active Directory, Technical Product Sales, Relationship Management, Negotiation, Architecture, E-commerce, Visual Studio, Integration, Scrum, ASP.NET, Pre-sales, SharePoint Designer, Web Applications, Powershell, Visual Basic, Program Management, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
MBA, MIS
Wentworth Institute of Technology 1992 — 1996
Bachelors, Computer Science
Pope John High School 1988 — 1992
Diploma, High School
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services August 2011 - March 2014
John Hancock February 2009 - August 2011
LPL Financial Services 2007 - January 2009
PwC 2004 - 2007
Skills
Financial Analysis, Financial Reporting, Internal Audit, General Ledger, Valuation, Internal Controls, Journal Entries, Finance, Financial Modeling, Networking, Process Improvement, Expense Management, Strategic Planning, Strategic Consulting, Project Management, Planning Budgeting &..., Strategic M&A, Change Management, Driven By Results, Coaching, Mentoring
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Master of Business Administration (MBA), Finance/Strategy, 3.73
Babson College 2000 — 2004
Bachelor of Science (B.Sc.), Business Management - Finance / Accounting
Endurance House February 2015 - Present
The Leukemia & Lymphoma Society January 2014 - November 2014
Noble of Indiana August 2007 - January 2014
WestPoint Financial Group/MassMutual May 2006 - October 2013
Union Federal Bank October 2005 - May 2006
John Hancock September 2003 - April 2005
Bank One July 1999 - September 2003
Education
Purdue University 1995 — 1998
BS, Retail Management
Anderson University 1994 — 1995
Wabash High School 1990 — 1994
Capitol Financial Partners May 2001 - Present
John Hancock May 1982 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Entrepreneurship
Education
Babson College
MBA, Finance
Syracuse University
BS, Journalism
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2011
John Hancock August 2008 - August 2009
MassMutual Financial Group July 2000 - July 2008
Skills
Internal Audit, Insurance, Financial Analysis, Internal Controls, Auditing, Risk Assessment, Sarbanes-Oxley Act, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
Master of Business Administration (MBA)
Westfield State College 1997 — 2000
BA
Robeco Investment Management October 2008 - Present
Robeco Investment Management January 2006 - September 2008
Boston Partners Asset Management March 2001 - January 2006
John Hancock January 2000 - March 2001
John Hancock June 1998 - January 2000
Investors Bank & Trust June 1996 - June 1998
Skills
SQL Server, Crystal Reports, Macgregor XIP, Bonaire REVPORT, Eagle PACE, Charles River IMS, VB.NET, Equity Trading, Microsoft Office, CRM, Trading Systems, MacGregor, Microsoft SQL Server, Fixed Income, Equities, Disaster Recovery, Change Management, Asset Management, Business Analysis, Market Data, IT Management, Investment Management, Data Warehousing, Electronic Trading, Corporate Actions, Enterprise Architecture, IT Strategy, Requirements Gathering, Settlement, Trading, Financial Markets, Financial Services, SDLC, SQL, Business Continuity, Order Management, Software Project..., Databases, IT Service Management, Data Modeling, Back Office, Derivatives, Bloomberg, Equity Derivatives, Options, Hedge Funds, Alternative Investments, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
MSIT, Information Technology
Northeastern University 2000 — 2000
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
Chamber Insurance Trust September 2007 - Present
John Hancock July 2001 - April 2003
Education
Quinnipiac University School of Law 2004 — 2007
JD, Law
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA, Entreprenuership
Babson College 1997 — 2001
BS, Business Administration - MIS
Shirey Advisory Group Inc March 2015 - Present
SOE Software July 2011 - February 2015
SOE Software March 2010 - July 2011
SOE Software September 2008 - April 2010
Julie's Enterprises Inc. May 2004 - August 2008
John Hancock 2001 - 2004
Verizon/GTE January 1995 - April 1999
Verizon/GTE 1993 - 1995
Verizon/GTE 1993 - 1993
Verizon/GTE 1992 - 1993
Skills
Organization, IT Management, Project Management, SDLC, Process Improvement, Business Analysis, Software Implementation, Cloud Computing, IT Strategy, Vendor Management, Software Project..., Team Building, Project Planning, Management, Software Development, Leadership, Strategic Planning, Requirements Analysis, Start-ups, Contract Negotiation, PMP, Visio, Quality Assurance, Strategy, Product Management, Change Management, Mergers & Acquisitions, Team Leadership, Program Management, CRM, Budgets, Enterprise Software, Cross-functional Team..., Agile Methodologies, Business Intelligence, Integration, Testing, SharePoint, Business Process..., Web Applications, Software Documentation, E-commerce, Microsoft SQL Server, Databases, ERP, Executive Management, Enterprise Architecture, SQL, Project Portfolio..., SaaS
Education
Eckerd College 2009 — 2010
Business Management
Bakersfield College 1989 — 1991
Business
Northwestern Mutual 2012 - Present
F-Factor Financial February 2010 - Present
Boston University June 2010 - September 2011
John Hancock 2007 - 2010
MFS Investment Management 1997 - 2007
Putnam Investments 1985 - 1997
Bradford Trust Company 1977 - 1985
Skills
Mutual Funds, Retirement Planning, 401k, Financial Services, Investments, Retirement, Series 63, Asset Management, Finance, Wealth Management, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA
Wesleyan University 1973 — 1977
BA
Boston College High School 1969 — 1973
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services November 2011 - March 2014
John Hancock January 2008 - November 2011
EarthLink May 2007 - December 2007
McCamish Systems April 2002 - January 2007
Epicor Software Corporation September 2000 - March 2002
Progress Software June 1998 - August 2000
Education
South Dakota State University 1991 — 1994
Acharya Nagarjuna University 1984 — 1988
BE, Civil Engineering
GMAC Insurance January 2004 - Present
John Hancock January 2003 - October 2003
Appalachian State University January 1999 - June 2002
Education
Appalachian State University 1999 — 2003
Risk Management and Insurance, Finance
OptumInsight May 2013 - Present
CIGNA Healthcare March 2012 - April 2013
Alterra Capital Services USA LLC (formerly known as Max Specialty) January 2011 - March 2012
MassMutual Financial Group March 2010 - January 2011
MassMutual Financial Group October 2009 - April 2010
Sagarsoft - USA May 2004 - October 2009
MassMutual Financial Group July 2009 - September 2009
John Hancock February 2009 - May 2009
MassMutual January 2008 - January 2009
Phoenix Life Insurance Company July 2007 - December 2007
Skills
Test Management, Test Automation, Project Planning, Test Planning, QTP, Quality Assurance, Testing, Requirements Analysis, Quality Center, SDLC, Agile Methodologies, System Testing, Regression Testing, Requirements Gathering, Business Analysis, Manual Testing, Software Project..., Integration, .NET, Scrum, Performance Testing, Test Strategy, Oracle, Software Documentation, User Acceptance Testing, LoadRunner, WinRunner, Defect Tracking, Software Quality..., Process Improvement, Business Requirements, Integration Testing, HP Quality Center
Education
University of Bridgeport 2001 — 2003
Master of Science, Mechanical, IT, Robotics, Management
Bangalore University 1994 — 1998
B.E, Mechanical Engineer
Sardar Patel High School 1989 — 1992
highschool, Science and math
Slalom Consulting October 2014 - Present
MassMutual Financial Group April 2013 - October 2014
MassMutual Financial Group July 2006 - April 2013
Enterprise Computer Consulting, Inc 1997 - 2005
MetLife (New England Financial) 1996 - 1997
John Hancock 1989 - 1996
Harvard University, Widener Library 1987 - 1989
Skills
user experience..., in-lab and remote..., facilitated sketching /..., User research, Agile user experience, User Experience, User Research, Usability Testing, Sessions, Usability, Persona Creation, Usability Engineering, User Experience Design, Information Architecture, User-centered Design, Interaction Design, Heuristic Evaluation, Experience Design, User Scenarios, User Interface Design, Content Management, Information Design, Design Thinking, CMS, Digital Strategy, Web Applications, Human Computer..., Ethnography, User Interface, Contextual Inquiry, Card Sorting, Paper Prototyping, Persona, Task Analysis, Wireframes, Wire Framing, Mobile Design, Mobile Applications, Focus Groups, Service Design
Education
Aspen Music Festival
Summer Apprentice Program in Classical Music Performance
Bentley College - Elkin B. McCallum Graduate School of Business
Boston University, College of Fine Arts
Bachelor of Music, cum laude, Classical Music Performance in Flute
Harvard University
Graduate Course in Adult Learning Theory
Liberty Mutual Insurance January 2013 - Present
Liberty Mutual Insurance October 2011 - Present
The Homemakers Health Services 2003 - Present
Liberty Mutual October 2003 - October 2011
John Hancock June 2000 - October 2003
Thomson Financial June 1997 - June 2000
SunGard Data Systems July 1994 - June 1997
Skills
SharePoint, HP Service Center, BladeLogic, SDLC, Business Analysis, Process Improvement, Requirements Gathering, Vendor Management, IT Strategy, Business Process..., Requirements Analysis, Software Project..., PMP, PMO, Business Requirements, Portfolio Optimization, IT Portfolio, IT Business Management, Budget Process, Webi, SSRS, Hyperion Enterprise, Dashboarding, Leadership, Software Development, Microsoft SQL Server, Enterprise Software
Education
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1993
Bachelor of Arts, Economics
Bentley University 1990 — 1991
somersworth high school 1984 — 1988
Diploma
Bentley University
Bentley University
somersworth high school
Harvard University October 2012 - Present
Harvard Business School July 2011 - September 2012
Harvard Medical School January 2010 - June 2011
Harvard University Real Estate Services December 2007 - December 2009
Aviva Life Insurance Company January 2006 - June 2007
John Hancock July 2005 - December 2005
Fleet Bank May 2003 - August 2004
Springhouse Inc February 1999 - May 2003
Skills
Accounts Payable, Accounts Receivable, Access, Budgets, Community Outreach, Management, Microsoft Excel, Nonprofits, Outlook, Payroll, PeopleSoft
Education
Bentley University 2008 — 2009
BS Accounting, Accounting and Finance
Lee Institute 2006 — 2006
Real Estate License, Real Estate
Northeastern University
Bachelor of Science (BS), Accounting and Finance
Bay State College 1993 — 1994
Associate Degree, Medical Assisting
JPMorgan Chase Bank N.A. April 2013 - Present
Citi Personal Wealth Management October 2010 - December 2011
Banc of America Investments / Merrill Lynch June 2008 - March 2010
John Hancock May 2005 - June 2008
Morgan Stanley September 2003 - November 2004
Education
University of California, Irvine 2012 — 2012
CFP Accelerated Program, Personal Financial Planning
Arab Academy for Science, Technology and Maritime Transport
B.Eng, Computer Engineering
Valore Inc. 2012 - Present
Boston College 2000 - Present
Beacon Communities LLC 2011 - 2012
ConnectEdu November 2010 - March 2011
KeyBank August 2005 - May 2010
American Student Assistance February 2003 - August 2005
State Street 2002 - 2003
John Hancock 1998 - 2001
TRW / CDNE January 1992 - June 1996
Skills
Communicator, Salesforce.com, Process Improvement, Customer Service, Project Management, Team Building, Vendor Management, Change Management, Relationship Management, Business Analysis, Visio, Team Leadership, Operations Management, PowerPoint, Microsoft Office, Management, Leadership, Customer Satisfaction
Education
Bentley University
Boston College
Boston College
Boston College
Massasoit Community College
Citizens Bank July 2013 - Present
Suffolk University August 2012 - Present
Northeastern University June 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - June 2013
John Hancock Financial Services June 2006 - April 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 2000 - December 2003
John Hancock January 1998 - August 2000
New England Financial, A MetLife Company January 1994 - January 1998
Skills
Strategic Planning, Agile Methodologies, SDLC, Information Technology, Information Architecture, Application Lifecycle..., Website Development, Web Project Management, Technical Staff..., Requirements Analysis, Functional..., Functional Design, Usability, Mentoring Of Staff, Tactical Planning, Microsoft Office, Global Application..., Offshore Resource..., Onsite-Offshore model, Testing, Systems Analysis, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, Business Admin
Boston University 1997 — 2002
Masters, Computer Science
University of Massachusetts, Amherst 1988 — 1991
BS, Economics
OCC June 2014 - Present
KPMG October 2010 - June 2014
Department of Treasury - Office of Thrift Supervision July 2009 - October 2010
Department of Treasury - Office of Thrift Supervision July 2008 - July 2009
John Hancock October 2007 - May 2008
Skills
Internal Controls, Financial Analysis, Financial Risk, Capital Markets, Financial Modeling, Risk Management, Portfolio Management, Finance, Auditing, Banking, Accounting, Microsoft Excel, Asset Management, Investments, Mergers & Acquisitions, Financial Reporting, Credit Risk, Analysis, Investment Banking, Enterprise Risk..., Bloomberg
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BBA, Finance and Investments
BGA Insurance March 2008 - Present
Advanced Benefit Systems 2001 - 2003
Brian Galey & Associates August 2000 - March 2002
John Hancock Life Insurance Company (U.S.A.) September 1999 - August 2000
John Hancock 1998 - 2000
Skills
Insurance, Underwriting, Retirement Planning, Estate Planning, Financial Planning, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Brokers, Life Insurance, Disability Insurance, Financial Advisory, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Universal Life
Education
Arizona State University 1990 — 1995
BACHELOR, BUSINESS
Genworth Financial August 1989 - Present
GE Financial Assurance September 1995 - September 2000
Life of Virginia October 1993 - September 1995
Life of Virginia August 1989 - October 1993
John Hancock December 1987 - August 1989
Skills
Linux, Visual Basic, Hardware, PC building, Open Source, VB.NET, Troubleshooting, Java, Programming, Windows, SQL, HTML, Access, Microsoft SQL Server, CSS, SDLC, Software Development, Database Design, Databases, XML, Unix, Requirements Analysis, Oracle, Agile Methodologies, Business Intelligence, Networking, SharePoint, Business Analysis, Software Project...
Education
Virginia Commonwealth University 1990 — 1990
Math
Brandeis University 1980 — 1982
Kol Yaakov Torah Center
Continental Trust Services, LLC April 2008 - Present
John Hancock April 1999 - March 2008
Travelers Life & Annuity 1997 - 1999
Transamerica 1996 - 1997
Aetna Life & Casualty 1993 - 1995
Skills
Laddered Bond, Special Needs Trust, Medicare Set Aside, Special Needs Planning, Estate Planning, Insurance, Fixed Annuities, Trusts, Workers Compensation, Claim, Liability, Mediation, Life Insurance, Legal Liability, Litigation, Asset Protection, Strategic Financial..., Special Needs Trusts, Bonds
Education
University of Notre Dame - Mendoza College of Business 1997 — 1997
Professional Designation, Certified Structured Settlement Consultant
Arizona State University 1987 — 1993
Bachelor of Science, Economics; Quantitative Business Analysis
Independent January 2014 - Present
DG3 - Diversified Global Graphics Group September 2011 - January 2014
Contractor for Vertex Pharmaceuticals September 2011 - April 2013
Broadridge December 2010 - September 2011
John Hancock July 2005 - December 2009
The Kessler Group November 1998 - July 2005
Linwood Corp August 1997 - November 1998
US Army August 1992 - August 1997
Ridgewood Press June 1989 - August 1992
Skills
Marketing, Product Management, Leadership, Process Improvement, Print Management, Email Marketing, New Business Development, Marketing Strategy, Direct Marketing, Digital Printing, Management, Sales & Marketing..., Vendor Management, Managed Print Services, Employee Training, Training, Direct Mail, Brochures, Business Process..., Adobe Acrobat, Print On Demand, Project Management, Packaging, Production Budgeting, Procurement, Strategic Sourcing, Contract Management, Print Production Process, Layout, Supplier Negotiation, Budgets, Variable Data Printing, Wide Format Printing, Pharmaceutical Industry, Fulfillment Management, Graphic Arts, Employee Management, Managing Agency..., Postal Regulations, Paper, Offset Printing, Integrated Marketing, Catalogs, Print Production..., Print Procurement, Marketing Production, Procurement Contracts
Education
Rochester Institute of Technology - Saunders College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Embry-Riddle Aeronautical University 1995 — 1997
BS
Rochester Institute of Technology 2000 — 2000
Print Professional
UMass Medical School July 2015 - Present
iRobot November 2013 - January 2015
Northeastern University January 2013 - November 2013
Northeastern University March 2008 - January 2013
IMPAC January 2008 - February 2008
Thomson Reuters August 2007 - October 2007
John Hancock October 2005 - January 2007
Johnson & Johnson June 2005 - August 2005
IBM July 2004 - July 2004
Merck July 2004 - July 2004
Skills
VIP Services, Technical Support, Microsoft Exchange, ITIL v3 Foundations..., Executive Support, Windows 7, Blackberry, Active Directory, ITIL, VPN, IT Service Management, iPad, Program Management, Microsoft Office, Public Speaking, Blackberry Enterprise..., Operating Systems, Outlook, Dell Computers, Hardware, iPhone Support, Information Technology, Incident Management, System Deployment, Software Installation, Process Improvement, Android, SharePoint, Software Documentation, Citrix, Lotus Notes, Leadership, Data Migration, Management, Troubleshooting, Risk Management, Cost Reduction Projects, Procurement, File/folder permissions..., VPN connectivity, Enterprise network..., Bomgar, Operations Management, Complaint Management, Cpr Certified, Service-Now, MacBook Pro, Crestron, Avaya Communication..., Plumbing
Education
Andrews University 2001 — 2003
Master of Science (M.S.), Administration
Atlantic Union College 1995 — 2001
Bachelor of Science (B.S.), Computer Information systems
Watts Water Technologies February 2014 - Present
John Hancock January 2008 - May 2013
Citizens Advisers, Inc Socially Responsible Mutual Funds June 2005 - December 2007
ML Hannay Associates 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
John Hancock Financial Services 1997 - 2000
John Hancock Financial Services 1996 - 1997
Skills
Leadership Development, Talent Management, Coaching, Instructional Design, Organizational..., Change Management, Performance Management, Team Building, Executive Coaching, Public Speaking, Training, Career Counseling, Emotional Intelligence, Diversity & Inclusion, Team Building..., Strategic Planning, Curriculum Design, Workshop Facilitation, Training Facilitation, Collaboration, Project Management, Recruiting, Employee Relations, Program Management, Staff Development, Interviews, Human Resources, Onboarding, Management, Personnel Management, Team Leadership, Resume Writing, E-Learning
Education
Antioch New England Graduate School, Antioch University 1999 — 2001
MEd, Organization and Management
University of New Hampshire 1985 — 1989
BA, Communication, Psychology
John Hancock Funds January 2010 - Present
John Hancock June 2008 - December 2009
John Hancock October 2005 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Wealth Management, Sales, Series 24, 401k, Alternative Investments, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Series 65, Strategic Financial..., Defined Contribution, Series 6, Securities, Investments, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance
Andover High School 1995 — 1999
State Street Global Advisors November 2013 - Present
MMB July 2013 - November 2013
EMI Strategic Marketing August 2009 - July 2013
EMI Strategic Marketing June 2007 - August 2009
StudyPoint May 2006 - September 2006
John Hancock November 2003 - July 2005
John Hancock November 2001 - November 2003
Red Bull Energy Drink January 1999 - June 2001
John Hancock June 1998 - December 1998
Skills
Management, Integrated Marketing, Relationship Marketing, Direct Mail, Marketing, Marketing Strategy, Direct Marketing, Social Media Marketing, Lead Generation, Competitive Analysis, Digital Marketing, Product Marketing, Strategy, Online Marketing, Product Launch, Account Management, Data Analysis, Market Research, Strategic Planning, Business Strategy, Analytics, Digital Strategy, Strategic Partnerships, Social Media, Marketing Communications, Advertising, Project Management, Product Development, Email Marketing, Online Advertising, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Northeastern University 1996 — 2001
BS, Communications
Tricia Dycka January 2009 - Present
John Hancock September 2008 - January 2009
Guardian Life Insurance September 2007 - September 2008
Skills
Retirement Planning, Strategic Financial..., Small Business, Financial Analysis, Fixed Annuities, Life Insurance, Insurance, Employee Benefits, Investments, Entrepreneurship, Term Life Insurance, Asset Management, Long-term Care, Disability Insurance, Portfolio Management, Health Insurance, Real Estate, Account Management, Team Building, Business Planning, Budgets, Finance, Retirement, Business Strategy, Training, Leadership, Selling, Coaching, Management, Marketing, Sales, New Business Development, Strategy, Online Marketing, Start-ups, Business Development, Management Consulting, Strategic Planning, Social Networking, Financial Planning
Education
Adelphi University 1988 — 1990
Business Management, Teaching
Symetra September 2013 - Present
John Hancock March 2012 - September 2013
John Hancock August 2004 - February 2012
Worcester District Attorney's Office June 1998 - August 2004
Skills
Insurance, Building Relationships, Relationship Management, Life Insurance, New Business Development, Financial Services, Retirement, Estate Planning, Wealth Management, Employee Benefits, Fixed Annuities, Series 6, Retirement Planning, 401k, CRM, Long-term Care, Modeling, Mutual Funds, Series 63
Education
New England School of Law 1997 — 2000
JD, Criminal Law, Family Law
Assumption College 1990 — 1994
BA, Marketing, Accounting
mTuitive April 2012 - Present
Rainmaker Technologies October 2006 - Present
Associates of Cape Cod October 2011 - April 2012
Specialty Catalog Corporation February 2011 - October 2011
Specialty Catalog Corporation 2011 - 2011
Venture - think together 2008 - 2010
BizTech Solutions, Inc. September 2001 - October 2006
John Hancock November 2000 - September 2001
Peter Mello Consulting April 1998 - January 2001
SkillPath/CompUMaster April 1998 - January 2001
Skills
HTML, JavaScript, ASP.NET, VB.NET, VBScript, XML, C#, Visual Basic, Visual Studio, Access, CSS, Windows Programming, SQL Server, Web Development, jQuery, .NET, Microsoft SQL Server, Database Design, Software Development, Web Services, AJAX, Databases, SSRS, Agile Methodologies, Integration, Windows Server, MySQL, Visio, ASP.NET MVC, Windows, Web Applications, WPF, Servers, Troubleshooting, Eclipse, Security, ASP, Networking, T-SQL, IIS, XHTML, PHP, HTML 5, TCP/IP, Enterprise Software, Software Design, SQL
Education
Boston University 1993 — 1995
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
University of Massachusetts Boston 1987 — 1989
BA
University of Massachusetts, Amherst 1981 — 1984
PwC November 2012 - Present
Bridgewater Associates 2013 - 2014
KPMG Advisory & BearingPoint FKA KPMG Consulting July 1998 - November 2012
BearingPoint 1998 - 2012
John Hancock June 1996 - July 1998
Harvard University February 1990 - June 1996
GTE Sylvania now OSRAM March 1985 - February 1990
Skills
ITIL, Governance, IT Strategy, IT Service Management, IT Management, Business Process, Strategy, Disaster Recovery, ERP, Unix, Service Management, Change Management, Data Center, Project Management, Business Intelligence, Information Technology, CRM, Infrastructure, IT Operations, Integration, Business Process..., Management, Consulting, PMO, Program Management, Enterprise Architecture, Business Transformation, Project Portfolio..., Outsourcing, Leadership
Education
Bentley University
Bachelor of Science (BS), CIS
John Hancock March 2015 - Present
Williamson County Schools August 2013 - March 2015
Butler County Board of Education March 2008 - May 2013
Skills
Teaching, Classroom, Sports Coaching, Classroom Management, Curriculum Development, Educational Technology, Tutoring, Lesson Planning, K-12, Microsoft Office, Series 7, Series 63
Education
Troy University 2008 — 2009
Bachelor of Science (BS), General Social Science, 3.4/4.0
Auburn University 2006 — 2007
Peak Organic Brewing Company March 2007 - Present
Cleary Insurance, Inc July 2005 - March 2007
John Hancock September 2001 - July 2005
Skills
Sales, Strategic Planning, Marketing, Customer Service, Entrepreneurship, Marketing Strategy, Small Business, Social Media, Business Development, Sales Management, Business Strategy, Training, Start-ups, Strategy, Social Media Marketing, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
MBA
Union College 1997 — 2001
BS, Psychology
Bond University 2000 — 2000
BS, Marketing, Psychology
Phillips Exeter Academy 1996 — 1997
High School
St. Thomas Aquinas 1992 — 1996
HIgh School
Lexington Insurance June 2009 - Present
Old Mutual Asset Management June 2008 - November 2008
John Hancock July 2005 - June 2008
Sun Life Financial May 2004 - July 2005
Sun Life Financial March 2000 - May 2004
Sun Life Financial March 1998 - March 2000
The World Bank May 1995 - September 1997
Skills
Financial Analysis, Accounting, Forecasting, Budgets, Variance Analysis, Financial Reporting, Process Improvement, Report automation, Internal Controls, Expense Allocation, Monthly Close, Tax Preparation, Financial Modeling, Analysis, Essbase, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MBA
Ecole Nationale Supérieure des Technologies et Industries du Bois 1993 — 1994
Post Graduate
Universiteti Bujqësor i Tiranës 1988 — 1993
B.S.
Elementary school
High School
WePR January 2007 - Present
Edelman 2006 - 2006
Ketchum Public Relations September 1997 - September 2003
John Hancock May 1996 - September 1997
Cone Communications May 1995 - June 1996
Atlantic Communications April 1988 - April 1995
Cone Communications January 1985 - August 1988
Skills
Public Relations, Marketing Communications, Media Relations, Strategic Planning, Marketing Strategy, New Business Development, Communications Strategy, Strategic Communications, Corporate Communications, Press Releases, Crisis Communications, Strategy, Brand Management, Marketing, Event Management, Message Development, Creative Direction, Thought Leadership, Community Development, Creative Strategy, Communication Training, Account Management, Publicity, Corporate Social..., Business Strategy, Digital Strategy, Program Management, Brand Development, Positioning, Crisis Management, Public Affairs, Newsletters, Advertising, Brand Awareness, Internal Communications, Reputation Management, Messaging, Spokesperson, Communications Planning, Integrated Marketing, Editing, Social Media Measurement, Media Studies, Content Strategy, Reputation, Social Media Marketing, Digital Marketing, Internal, Leadership, Social Media
Education
Babson College 1983 — 1985
MBA, Marketing, Finance
University of Miami 1974 — 1978
BA Communications, Marketing, Public Relations
Hogan School of Real Estate
Babson College - Franklin W. Olin Graduate School of Business
Continuing Education, Social Media Management
Bank of America July 2000 - Present
John Hancock August 1998 - March 2000
Atos KPMG Consulting December 1995 - August 1998
Mellon Bank/The Boston Company November 1989 - December 1995
Skills
Direct Mail, Project Management, Relationship Management, Financial Services, Banking, Financial Analysis, Mutual Funds, Process Improvement, Marketing, Mergers, Strategic Planning, Strategy, Product Marketing, Forecasting, Budgets, Management
Education
Suffolk University 1991 — 1994
MBA, Finance
American University - Kogod School of Business 1985 — 1989
BS, Business Admin/Finance
Solutions3000/National Western Life Insurance April 2015 - Present
VioS, Inc March 2015 - Present
NFP - National Financial Partners 2012 - 2015
Volente Insurance Partners (VIP Insurance) 2009 - 2012
National Financial Partners 2005 - 2008
John Hancock 1998 - 2005
Skills
Vendor Management, Management, Insurance, Employee Benefits, Insurance Agency..., Human Resources, Life Insurance, Salesforce.com, Risk Management, Project Management, Financial Services, New Business Development, Relationship Management, Sales, Retirement, Customer Service, Contract Negotiation, Marketing, 401k, Leadership, Team Building, Executive Management
Education
Assumption College
Bachelor's Degree, Politics
Leominster High School
SunGard Financial Systems March 2013 - Present
SunGard Financial Systems July 2008 - March 2013
Sun Life Financial May 1999 - July 2008
Wellpoint Health Networks March 1997 - May 1999
John Hancock September 1993 - March 1997
Skills
User Interface Design, Information Architecture, Axure, HTML, CSS, XAML, Expression Blend, Certified Scrum Master..., Agile, SharePoint, VersionOne, Wordpress, Joomla, Interaction Design, Wire Framing, Writing, Editing, Storyboarding, User-centered Design, Heuristic Analysis, Experience Strategy, User Scenarios, Usability Testing, Graphic Design, Silverlight, Adobe Creative Suite
Education
University of New Hampshire
Bachelor of Arts
Bentley University
Berklee College of Music
John Hancock April 1995 - Present
Computerized Maketing Technologies January 1980 - December 1993
Columbia Pictures 1963 - 1978
Columbia Pictures Industies January 1963 - December 1976
Education
Adelphi University 1976 — 1979
MBA, Business
City University of New York-Queens College 1962 — 1970
BA, Accounting
Bayside High School 1958 — 1961
academic, General
MassMutual Financial Group May 2012 - Present
John Hancock February 2008 - May 2012
Microsoft Consulting Services September 2007 - April 2008
FAST Search and Transfer October 2005 - August 2007
Skills
SharePoint, Enterprise Architecture, SOA, Solution Architecture, Requirements Analysis, Application Architecture, Microsoft SQL Server, SharePoint Designer, IIS, Agile Methodologies, SDLC, Information Architecture, .NET, HTML, Scrum, Architecture, Web Services, ASP, Software Development, Web Applications, IT Strategy, Web Development, Microsoft Office..., Requirements Gathering, MOSS 2007, Visual Studio, SQL Server, Enterprise Search, Integration, WSS 3.0, Enterprise Content..., Portals, Web Content Management, jQuery, Knowledge Management, Visio
Education
Kharkiv State Technical University of Construction and Architecture 1990 — 1994
BS, Industrial Construction
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
Genworth Financial August 2012 - Present
Stratford Fidelity 2011 - 2011
John Hancock 1997 - 2010
Breen Benefit Services 1995 - 1997
Massachusetts Casualty Insurance Company 1992 - 1995
Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Underwriting, Long Term Care Insurance, Public Speaking, Team Building, Sales Management, Financial Services, Group Insurance, Critical Illness, Consultative Selling, author, Group Long Term Care..., Association Marketing, Sales, Investments, Selling, Brokers
Education
Assumption College
Bachelor of Arts, Business
Northeastern University
MBA, Business Administration/Marketing
NTT DATA Americas September 2009 - Present
Whitridge Associates February 2008 - September 2009
Hunter Hollis February 2006 - March 2008
John Hancock 2000 - 2001
The Computer Merchant 1996 - 2000
Kronos 1993 - 1996
BitStream 1992 - 1993
Skills
Technical Recruiting, Contract Recruitment, Financial Services, Temporary Placement, Executive Search, Talent Acquisition, Sourcing, Business Analysis, Recruiting, SDLC, Requirements Gathering, Vendor Management, Requirements Analysis, Business Intelligence, Management, Outsourcing, Business Development, Staffing Services
Education
Assumption College 1987 — 1991
Bachelors of Science, Computer Science
Hanover High School 1983 — 1987
WSIB August 2013 - Present
BMO Financial Group March 2010 - May 2013
John Hancock January 2009 - March 2010
BMO Financial Group December 2007 - December 2008
EDS Advanced Solutions March 2007 - October 2007
DesTech Consulting & Education June 1999 - March 2007
Skills
Data Warehousing, Business Intelligence, Data Integration, Data Modeling, ETL, Data Warehouse..., Systems Analysis, PL/SQL, Solution Architecture, Unix, Business Analysis, Oracle, Enterprise Architecture, SQL, Databases, Software Development, ITIL, Data Quality, Data Migration, Data Governance, SDLC, Requirements Gathering, Data Architecture, Informatica, DB2, Database Design, Requirements Analysis, Business Objects, Erwin
Education
Московский Государственный Горный Университет (МГГУ)
Master of Computer Applications (MCA), Information Engineering
VantagePointe Financial Group February 2010 - Present
John Hancock June 2006 - February 2010
John Hancock Financial Network April 2001 - June 2006
Education
Western Michigan University - Haworth College of Business 1997 — 2001
B.B.M and B.S, Business Management
Adrian College 1995 — 1998
Business and Psychology
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Consultant - Project Manager at EMC 2013 - Present
TEK Systems September 2009 - Present
Harvard University January 2012 - March 2013
John Hancock Financial Services September 2009 - December 2011
Harvard University April 2009 - September 2009
Hanover Insurance May 2006 - February 2009
TekSystems October 2005 - May 2006
John Hancock 2005 - 2006
Reliance Systems, Inc. April 2005 - September 2005
Blue Cod Technologies May 2004 - April 2005
Skills
Data Center, Project Management, Vendor Management, PMP, Software Documentation, Security, Management, Strategy, Enterprise Software, SDLC, Servers, PMO, Project Portfolio..., Program Management, Visio, Software Project..., Information Technology, IT Strategy, IT Management, Integration, Infrastructure, Business Process, ITIL, SharePoint, IT Service Management, Requirements Analysis
Education
Assumption College 1991 — 1993
MBA, Business Administration and Management, General
Clark University 1986 — 1989
BA, Economics
Endicott College 1982 — 1984
Associate, Retail/Fashion Design
Mann Financial Services January 2008 - Present
MetLife Financial Services November 2006 - January 2008
John Hancock January 2000 - November 2006
New York Life May 1998 - December 1999
Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Critical Illness, Retirement, Insurance, Long-term Care, Investments, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement Planning, IRAs, Financial Services, 401k, Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Wealth Management, Financial Advisory, 401k Rollovers, Financial Planners, Series 65, Wealth Accumulation, Asset Allocation, Wealth, Investment Advisory, Estate Planning, Investment Strategies, Securities, Life & Health Insurance..., Financial Planning
Education
Arizona State University 1994 — 1998
BS, Communications
Chaparral High School
Ash Brokerage January 2014 - Present
Carmel 5k for Haiti July 2008 - Present
Ash Brokerage April 2005 - December 2013
John Hancock July 1999 - April 2005
Skills
Insurance, Estate Planning, Retirement Planning, Term Life Insurance, Life Insurance, Strategic Financial..., Retirement, Fiduciary Services, High Net Worth Insurance, High Net Worth..., Risk Management, Financial Advisory, Financial Planners, Whole Life, Disability Insurance, Long Term Care Insurance, Key Person Insurance, Universal Life, Permanent Life Insurance, Wealth Management, Series 6, Wealth, Buy-sell Agreements
Education
Ball State University 1994 — 1999
BS, Finance
Ball State University - College of Business 1994 — 1999
Michael Kleinman, D.D.S. Seeking challenging positioning in the financial sector.***2007 - Present
Rebecca Shahmoon Shanok, LCSW, PhD November 2005 - Present
New England Financial, a MetLife Company September 2005 - September 2006
John Hancock July 2005 - September 2005
Plymouth Savings Bank, subsidiary of Eastern Bank January 2005 - July 2005
The Pathak Group of Smith Barney January 2004 - June 2004
Education
University of Massachusetts Dartmouth
Spanish
Simmons College 1999 — 2004
3 Bachelor's of Science Degrees, Mathematics, Economics, Financial Mathematics
Boston University Questrom School of Business
Financial Markets and Institutions
American University 2002 — 2002
Economics
Falmouth Academy 1993 — 1998
College Preparatory courses
John Hancock June 2012 - Present
John Hancock September 2005 - May 2012
John Hancock January 1997 - September 2005
Skills
Actuarial Science, Embedded Value, Variable Annuities, Long Term Care
Education
Ball State University 1991 — 1995
BS, Actuarial Science
Analog Devices April 2008 - Present
Analog Devices January 1989 - April 2008
John Hancock 1987 - 1989
Skills
Cross-functional Team..., Data Warehousing, Oracle, CRM, Program Management, Manufacturing, Software Project..., Cognos, SDLC, SAP R/3, Project Management, Agile Methodologies, ERP, SAP, Business Intelligence
Education
Bates College 1983 — 1987
BS, Physics
John Hancock Financial Services May 2015 - Present
John Hancock November 2012 - Present
John Hancock Financial Services June 2009 - November 2012
John Hancock Financial Services June 2006 - June 2009
Skills
SDLC, Disaster Recovery, Vendor Management, Process Improvement, Mainframe, PMP, Strategic Planning, Business Analysis, Business Process..., Cross-functional Team..., Enterprise Architecture, IT Strategy, Integration, Management, PMO, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Software Project..., Strategy, Visio
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Bentley University 1996 — 2000
Master of Business Administration (MBA), Business and Technology
High School 1992 — 1996
Ontario Ministry of Health and Long-Term Care February 2014 - Present
Ministry of Government Services 2011 - Present
Bank of Montreal May 2010 - November 2011
John Hancock January 2009 - May 2010
Canadian tires June 2007 - December 2008
Skills
XML, SDLC, Risk Management, User Acceptance Testing, Manual Testing, Quality Assurance, Oracle, Business Intelligence, Data Warehousing, Integration, Test Cases, Testing, Unix, Test Planning, Resource Management, Test Management, Software Quality..., System Testing, Software Project..., Quality Center, Requirements Analysis, Business Analysis, Business Requirements, Data Modeling, System Integration..., PMP, Project Delivery, Websphere, MS Project, Web Services, Visio, Process Improvement, Test Strategy, SOA, Software Documentation, Regression Testing, Vendor Management, QTP, Databases, Systems Analysis, Business Process, Test Automation, SQL, Agile Testing, Requirements Gathering, Agile Methodologies, Agile Project Management, DB2, Waterfall, HP Quality Center
Education
Odessa State Academy of Civil Engineering and Architecture 1972 — 1977
Environmental Health Testing October 2010 - Present
The Animal Rescue Connection January 2010 - Present
Fusion Productions April 2006 - October 2010
John Hancock Financial Services 2004 - March 2006
John Hancock 1999 - 2004
Skills
Strategic Planning, SDLC, Requirements Gathering, Visio, Project Management, Business Analysis, Process Improvement, Program Management, Customer Service, Leadership, Change Management, Business Development, Management, Software Documentation, MS Project, Marketing
Education
Bentley University 1995 — 1999
Bachelor's, Computer Information Systems
Hasbro June 2014 - Present
Grzesik design July 2000 - Present
Hasbro May 2012 - June 2014
AIC June 2007 - November 2008
Traffik Group 2007 - 2007
Actus Lend Lease 2004 - 2004
Gillette 2004 - 2004
Key3Media 2000 - 2003
John Hancock 1997 - 2000
Georgetown College June 1997 - September 1997
Skills
Illustrator, Graphic Design, InDesign, Layout, Typography, Corporate Identity, Mac, Photoshop, Adobe Acrobat, Pre-press, Creative Direction, Art Direction, Adobe Creative Suite, QuarkXPress, Email Marketing, Logo Design, Advertising, Concept Development, Packaging, Toys, Project Management, Graphics, Brand Development, Branding, Visual Communication, Posters
Education
Arizona State University 1991 — 1997
BFA, Graphic Design
Burlington High
John Hancock Financial October 2005 - Present
John Hancock July 2001 - October 2005
John Hancock September 1999 - February 2001
Exchange America 2001 - 2001
Allmerica Financial 1990 - 1999
Skills
Insurance, Series 63, Mutual Funds, Series 7, Fixed Annuities, Strategic Financial..., 401k, Retirement, Retirement Planning, Investments, Financial Services, Life Insurance, Long-term Care, Securities, Series 6, Relationship Management, Wealth Management, Asset Allocation, Disability Insurance, Portfolio Management, Financial Modeling, FINRA, Asset Management, Management, Estate Planning, IRAs, Finance, Financial Analysis, Investment Advisory, Series 24, Financial Advisory, Variable Annuities, Alternative Investments, Investment Strategies, Pensions, Equities, Risk Management, Fixed Income, Financial Planners, Term Life Insurance, Employee Benefits, Health Insurance, Wealth, Uniform Combined State..., Underwriting, Financial Risk, Long Term Care Insurance, ETFs, Investment Management, Regulation 4228
Education
Anna Maria College 1987 — 1990
BA, Business Management
St. Mary's High School 1982 — 1986
John Hancock May 2013 - Present
John Hancock August 2010 - May 2013
John Hancock January 2007 - August 2010
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Wealth Management, Retirement, Securities, Relationship Management, Asset Allocation, Asset Management, Portfolio Management, Insurance, Strategic Financial..., Project Management, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Wheaton College (MA)
Bachelor of Arts (B.A.), Biochemistry
Loomis Sayles December 2002 - Present
John Hancock 1995 - 2002
Skills
Hedge Funds, Fixed Income, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business
University of New Hampshire -- Peter T. Paul College of Business and Economics
Wellington Management April 2015 - Present
Meketa Group June 2008 - December 2011
John Hancock May 2005 - June 2008
Wingate Financial Group May 2002 - April 2003
Massachusetts Pension Reserves Investment Management April 2000 - February 2002
KPMG February 1999 - March 2000
State Street November 1993 - August 1997
Skills
Asset Allocation, Compliance, Portfolio Assessment, Performance Attribution, Project Management, Financial Services, Relationship Management, Financial Analysis, Strategic Financial..., Investment Strategies, Mutual Funds, Investment Management, Institutional..., Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Business Economics
Northeastern University 1990 — 1993
B.S, Business
John Hancock Director Compliance/MarketingJohn Hancock Financial Services2004 - Present
LifeAccess.com Inc. 2001 - 2003
Fidelity 1987 - 1994
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1997
MBA, Finance
Bentley University 1982 — 1986
The Castle Group June 2009 - June 2010
The Castle Group May 2008 - June 2009
John Hancock October 2006 - January 2008
Eaton Vance May 2003 - October 2006
Skills
Yoga
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Business
Babson College 1999 — 2003
Winchester High School
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
AEW Capital Management September 1996 - December 2007
WinnCompanies February 1987 - May 1995
Cumberland Farms August 1985 - November 1986
John Hancock August 1983 - August 1985
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
Boston College 1979 — 1983
BSBA, Finance
OneBeacon Insurance February 2007 - September 2011
John Hancock 2000 - 2007
Skills
401k, Employee Relations, Employee Benefits, Executive Pay, Deferred Compensation
Education
Assumption College 1995 — 1999
Curry College
Paralegal Certificate
John Hancock December 2001 - September 2013
Thomson Financial 2000 - 2001
Fleet 1998 - 2000
Community Newspaper Company June 1995 - January 1998
Skills
Marketing, Public Relations, Online Advertising, Marketing Strategy, Advertising
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Distinction, Business
Boston College 1991 — 1995
Bachelor's degree, magna cum laude, Business/marketing
Schafer Cullen / Cullen Funds February 2013 - Present
Bank of America Merrill Lynch August 2005 - January 2013
John Hancock January 1999 - August 2005
PaineWebber 1993 - 1996
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Asset Allocation, Product Management, Program Management, Management, Insurance, Series 24, Series 63, Series 51, Series 66, International Business
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Entrepreneurship and Marketing
Fairfield University 1989 — 1993
Bachelor of Science (B.S.), Finance
John Hancock February 2010 - Present
Fidelity Investments June 2009 - January 2010
Skills
Mutual Funds, Financial Analysis, Financial Services, Investments, Analytics, Analysis, Microsoft Office, Bloomberg, Data Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science in Management
Copenhagen Business School 2007 — 2007
State Street Corporation December 2007 - Present
John Hancock 1997 - 2005
Skills
Financial Services, Vendor Management, Risk Management, SDLC, Business Analysis, Process Improvement, Financial Analysis, IT Strategy, Program Management, Investments, Relationship Management, Disaster Recovery, Project Management, Change Management, Business Continuity
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 2000
MBA, Business
Boston College 1974 — 1978
B.S., Science
Bank of America Merrill Lynch October 2000 - Present
BTM Capital December 1997 - October 2000
John Hancock January 1989 - December 1997
Skills
Credit Analysis, Credit Risk, Structured Finance, Trading, Financial Services, Finance, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Masters in Business Administration, Finance
Unniversity of Massachusetts 1983 — 1987
Bachelor of Arts, Economics
Manulife Asset Management March 2011 - Present
John Hancock June 2008 - September 2011
John Hancock June 2005 - May 2008
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Bloomberg, Financial Services, Financial Reporting, Investments
Education
Suffolk University 2002 — 2005
MBA, Finance
Babson College 1992 — 1996
BS, Entrepreneurship
Voya Financial August 2015 - Present
Fidelity Investments March 2010 - July 2015
Fidelity Investments 2006 - March 2010
Fidelity Investments 2000 - 2006
Fidelity Investments 1995 - 2000
John Hancock 1992 - 1995
John Hancock 1991 - 1992
Colonial Management Associates 1989 - 1991
Skills
Team Leadership, Series 7, Product Management, Program Management, New Business Development, 401k, 403 b, Sales Operations, CRM, Strategy, Training, Sales Management, Leadership, Financial Services, Salesforce.com, Mutual Funds, Competitive Analysis, Series 63, Cross-functional Team..., Process Improvement, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
attended, MBA
University of California, Davis
Bachelor of Arts, Economics
Managing Director, June 2010 - Present
John Hancock December 2008 - Present
John Hancock February 2008 - November 2008
Fidelity Investments 1999 - 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MS, Finance
Norton Public Schools May 2011 - June 2014
CB Richard Ellis August 2007 - June 2008
ARCap August 2005 - August 2006
John Hancock May 1989 - July 2005
Education
Bentley University 1978 — 1982
BS, Marketing and Finance
State Street September 2014 - Present
State Street Bank December 2012 - Present
State Street Corporation February 2007 - November 2012
Bank of America August 2006 - February 2007
John Hancock July 2005 - December 2006
Skills
Bloomberg, Excise, Budgets, Expenses, Dividends, Daily Performances, Leadership, Finance, Nonprofits, PowerPoint
Education
Bay Path College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Cambridge College 2006 — 2007
Business Management, Finance
English High School 2002 — 2005
Global Studies
TD 2014 - Present
Toronto Public Library November 2013 - 2014
ING Canada June 2008 - October 2013
Intact Financial Corporation June 2008 - October 2013
John Hancock 2006 - 2008
WSIB 2005 - 2006
CDS, Inc. 2000 - 2005
Skills
SDLC, PMP, Software Project..., Agile Methodologies, DB2, EAI, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, PMO, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SOA, Solution Architecture, Strategy, Systems Analysis, Visio, Web Services
Education
UNSW Australia 1995 — 1997
Master, Processing Engineering
Nanjing Forestry University
C Space May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - May 2013
The Bank of New York Mellon October 2009 - November 2010
Babson College September 2008 - May 2009
John Hancock June 2008 - August 2008
Sovereign Bank January 2008 - June 2008
John Hancock Financial Services June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Market Research, PowerPoint, Analysis, Microsoft Office, Program Management, Leadership, Sales, Research, Financial Analysis, Strategy, Management, Financial Modeling
Education
Babson College 2005 — 2009
Bachelor of Science, Business Management
John Hancock Director, US Securities OperationsManulife Financial
John Hancock Life Insurance Company (U.S.A.) 2006 - Present
John Hancock Life Insurance Company 2006 - Present
John Hancock Financial Serivices 2006 - Present
John Hancock Financial Services 1981 - Present
Education
Babson College 1981 — 1981
MBA, Finance
Bentley University 1976 — 1980
BS, Finance & Accounting
Alliant Credit Union April 2015 - Present
Allstate June 2013 - April 2015
Uscellular April 2011 - May 2013
TEKsystems May 2010 - April 2011
John Hancock April 2009 - May 2010
saprasoft inc October 2008 - April 2009
EDS August 2007 - September 2008
Capgemini 2003 - 2006
Sprint 2001 - 2003
DSQ Software January 1997 - April 1998
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, SOA, Software Project...
Education
Acharya Nagarjuna University 1991 — 1995
B.TECH, Mechanical Engineering
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.)
Kravitz Investment Services April 2005 - Present
John Hancock July 1986 - April 2005
Manulife Financial 1986 - 2005
Skills
Retirement, Retirement Planning, Pensions, Mutual Funds, Investments, Wealth Management, Financial Advisory, Financial Planners, Business Planning, Tax, Fiduciary, Cash Balance, Retirement Plan..., 401k, Defined Benefit, ERISA, Profit Sharing, Qualified Retirement...
Education
SUNY Buffalo Law School 1983 — 1985
Juris Doctor, Law
SUNY Buffalo Law School 1983 — 1985
Juris Doctorate, Law
American University 1976 — 1978
B.A., Political Science
Hobart and William Smith Colleges 1976 — 1978
Political Science
St. Xavier High School Financial AnalystGould ShawmutApril 1995 - April 1999
John Hancock January 1993 - April 1995
Fujitec America Inc 1990 - 1991
Skills
Customer Service, Public Speaking, Higher Education, Teaching
Education
Xavier University 2000 — 2001
Certificate, Education
Bentley University 1991 — 1993
MBA, Finance
Northeastern University 1981 — 1989
Business
Northeastern University 1981 — 1986
BS, Accounting
John Hancock May 2008 - Present
Securian Financial Group December 1996 - May 2008
Prudential Financial August 1993 - November 1996
Skills
Life Underwriting, Long-term Care, Leadership, Analysis, Term Life Insurance, Medicare, 401k
Education
Augsburg College 1991 — 1992
Bachelor's of Art's, History and Business Administration
University of Wisconsin-Madison 1984 — 1987
Athena Capital Advisors LLC June 2007 - Present
John Hancock 1999 - 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities
Education
Babson College
John Hancock 2009 - Present
The Hartford 2004 - 2009
John Hancock 1999 - 2004
John Hancock 1997 - 1999
Skills
Mergers & Acquisitions, Capital Markets, Financial Services, Investments, Analysis, Product Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA, Finance
University of Connecticut
B.S., Mathematics/Statistics
John Hancock Financial Services July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - July 2013
John Hancock 2006 - 2011
John Hancock May 2006 - November 2006
John Hancock Financial Services February 2005 - May 2006
The Hartford June 2003 - February 2005
AHL Worcester Ice Cats 2002 - 2003
Skills
Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, Insurance, Variable Annuities, Fixed Annuities, Project Management, Vantage-One, Series 63, Project Charter, Salesforce.com, Salesforce.com..., Salesforce Training
Education
Becker College 1999 — 2003
Bachelor of Science (B.S.), Business (Concentration in Sports Management)
Pen Bay Healthcare April 2015 - Present
Plum Productions, LLC January 2013 - January 2015
JBC Golf, Inc. January 2012 - January 2013
John Hancock September 2007 - December 2011
Pioneer Investments 2005 - 2007
Boston Celtics May 2004 - November 2004
Skills
Event Planning, Event Management, Sponsorship, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Social Media, Sports Marketing, Fundraising, Email Marketing, Strategic Planning, Corporate Events, Meeting Planning
Education
Babson College 2001 — 2005
BS, Business Management
TriMont Real Estate Advisors March 2007 - Present
Capmark Financial 2005 - 2007
Capmark 2001 - 2005
John Hancock 1998 - 2001
Synovus Mortgage 1995 - 1998
Union Financial Services 1992 - 1995
Colonial Bank 1990 - 1992
Skills
Asset Managment, Asset Management, Real Estate, Real Estate Economics, Valuation, Due Diligence
Education
American InterContinental University 1999 — 2001
BIT, Information Technology
Huntingdon College 1989 — 1991
Psychology, Sociology
Birmingham-Southern College 1987 — 1990
Math, Psychology, Accounting
Insurance Resolutions, Inc. May 2001 - Present
Ernst & Young 1999 - 2001
John Hancock 1985 - 1999
Skills
Reinsurance, Property & Casualty..., Underwriting, Insurance, Litigation Management, Actuarial Science, Claims Management, General Insurance, Professional Liability, Excess, D&O, Casualty, Process Improvement, Financial Analysis, Accounting, Financial Risk, Commercial Insurance, Risk Management, Financial Reporting, Liability
Education
Babson College 1984 — 1989
MBA, Finance
Stonehill College 1979 — 1981
BS, Finance
Putnam Investments 1997 - Present
Putnam Investments 1986 - 2009
John Hancock 1991 - 1997
Skills
Mutual Funds, Series 7, Asset Allocation, Series 6, Operations Management, Financial Services, Series 63, Securities, Relationship Management, Back Office, FINRA, Alternative Investments, Series 24, Asset Management, Retirement, Investment Management, Separately Managed..., 401k, Wealth Management
Education
Assumption College 1981 — 1985
B.A., Management
Longmeadow High School 1978 — 1981
Greater Boerne Chamber of Commerce March 2010 - Present
Greater Boerne Chamber of Commerce March 2007 - August 2010
USAA 1994 - 2002
John Hancock 1975 - 1992
Skills
Newsletters, Marketing Communications, Advertising, Event Management, Press Releases, Sales, Nonprofits
Education
Ball State University 1966 — 1967
Cheyenne Mountain High School 1964 — 1966
Academic
Arthur J. Gallagher & Co. October 2013 - Present
HealthSmart January 2012 - August 2013
EyeMed Vision Care October 2009 - December 2011
Coventry Health Care January 2003 - July 2009
First Health 2003 - 2005
John Hancock September 2000 - January 2003
Reliance Standard Life 1990 - 2000
GWL 1982 - 1985
Skills
Benefits, Employee Benefits, Insurance, Consultative Selling, Disability Insurance, Health Insurance, Selling, Managed Care, Sales, Strategic Planning, Leadership, Sales Management, Marketing Strategy, Team Building, Strategy, Benefits Administration, Healthcare, Account Management, Medicare, Long-term Care, Health Savings Accounts, Claim, Brokers, Underwriting, Term Life Insurance, 401k, COBRA, Life Insurance, Workers Compensation, PPO, Health Care Reform, Dentistry, Self-funded, HMO, HIPAA, Retirement, Provider Relations, Medicaid, Employee Wellness, Healthcare Industry, Health Policy, Network Development, Accident, Flexible Spending..., Pharmacy Benefit..., Group Insurance, Customer Retention, Open Enrollment, Fixed Annuities, Executive Pay
Education
Arizona State University 1978 — 1982
BA, Business
Lake Forest High School 1974 — 1978
Capital Group July 2012 - Present
John Hancock October 2008 - June 2012
Northwestern Mutual October 2001 - October 2008
Skills
401k, Qualified Retirement..., ERISA, Series 7, Series 26, Series 63, Mutual Funds, Insurance, FINRA, Asset Allocation
Education
Anderson University 1995 — 1999
BA, Business, Finance
University of Delaware September 2011 - Present
John Hancock July 2006 - August 2011
NMT Medical 2006 - 2006
FX Group 2003 - 2006
Skills
Microsoft Excel, Financial Analysis, Budgets, Financial Reporting, Accounting, Microsoft Office
Education
Nichols College 2007 — 2009
MBA
Assumption College 1999 — 2002
Management
St. John's High School 1993 — 1997
John Hancock Director of FinanceInterGen1995 - 1999
BTMU Capital Corporation 1985 - 1994
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1990
MBA, Business Administrtation
Northeastern University 1978 — 1983
BA, Business Administrtation
High Point Bank January 2014 - Present
John Hancock December 2008 - December 2013
Principal Financial Group 1999 - 2008
Skills
401k, Retirement, Profit Sharing, Retirement Planning, Defined Benefit, Series 63, Mutual Funds, Series 6, Business Planning, Wholesale, Pensions, Investments, Series 7, Retirement Plan..., ERISA, Qualified Retirement..., Employee Benefits, Financial Advisory, Plan Design, Wholesaling, Series 65, Certified Financial...
Education
Appalachian State University 1991 — 1996
Bachelor of Science (B.S.), Political Science and Government
Queens University of Charlotte 2000 — 2001
Certified Financial Planner Program
John Hancock Financial Services May 2008 - Present
John Hancock October 2007 - April 2008
Vinny T's of Boston October 2003 - June 2007
John Hancock January 2007 - May 2007
Slattery's August 1999 - August 2004
Education
Anna Maria College 2007 — 2008
MBA, Accounting
Anna Maria College 2003 — 2007
bachelors, Business Admin & Public Policy
ScaleBase March 2011 - Present
Siemens Medical Solution Diagnostics Software group December 2010 - May 2011
IntrisiQ, LLC March 2010 - January 2011
Kenexa Inc March 2008 - March 2009
Trimble Mobile Solution, Inc April 2007 - March 2008
Picis Inc March 2004 - April 2007
Proton October 2002 - March 2004
John Hancock December 2000 - October 2002
Access International, Inc March 2000 - November 2000
AllPoints Systems, Inc March 1999 - March 2000
Skills
XML
Education
Saint Petersburg University of Transport 1988 — 1993
BS, M.E.
Mechanical Engineering 1987 — 1993
B.S, Electrical Engineering
Boston Computer School
University of TransportationSt
M.S, Mechanical Engineering; Information Technology
John Hancock August 2006 - Present
MassHousing February 2001 - July 2006
Skills
Software Development, Web Applications, Microsoft SQL Server, SOA, SDLC, .NET, Agile Methodologies, Testing, Requirements Gathering, T-SQL, Analysis, Requirements Analysis
Education
Andhra University
M.S., Computer Science
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services August 2014 - November 2014
John Hancock August 2013 - August 2014
EY August 2011 - August 2013
Bentley University January 2010 - May 2011
Ernst & Young June 2009 - August 2009
Travelers Insurance June 2006 - August 2008
Skills
Internal Controls, Accounting, Management, Finance, Auditing
Education
Bentley University 2010 — 2011
MSA, Accounting, Taxation, Fraud and Forensic Accounting
Bentley University 2006 — 2010
BS, Corporate Finance and Accounting, Quantitative Perspectives
Greater New York Insurance Companies September 2014 - Present
Leading Insurance Services, Inc. June 2012 - September 2014
John Hancock June 2011 - May 2012
Stan Ross Department of Accountancy, Baruch College September 2009 - May 2011
Risk Consulting Korea March 2009 - June 2009
Seoul National University September 2007 - February 2009
MINISTRY OF NATIONAL DEFENSE (MND) May 2002 - July 2004
Skills
SAS, R, SQL, Access, Excel, VBA, Bloomberg, Microsoft Excel, Statistics, Analysis, Data Analysis, Microsoft Office, Financial Modeling, Insurance, Risk Management, PowerPoint
Education
Baruch College 2009 — 2011
Master in Science, Statistics
The Catholic University of Korea 2001 — 2009
Bachelor, Business Administration; Accounting
Britannia College
Diploma, Business Communication Program
Macy’s August 2011 - Present
US Bank June 2010 - August 2011
John Hancock June 2006 - November 2009
Centtric Marketing Systems November 2001 - June 2006
Skills
DB2, Databases, Oracle, Performance Tuning, SQL Tuning, Data Warehousing, SQL, ETL, Stored Procedures, Java, Linux, Database Design, High Availability, Unix Shell Scripting, AIX, Data Modeling, Testing, Erwin, Unix, Q replication, SQL replication, CDC, HADR, TSA
Education
Beijing Jiaotong University 1993 — 1996
master, Singal and Information Processing
Beijing Jiaotong University 1989 — 1993
Bachelor of Engineering (B.E.), Telecommunications Engineering
Liberty Mutual Insurance March 2014 - March 2015
Blue Cross & Blue Shield of Rhode Island October 2012 - January 2014
Manulife Financial/John Hancock Financial March 2012 - September 2012
John Hancock November 2010 - March 2012
John Hancock March 2009 - November 2010
John Hancock July 2007 - March 2009
John Hancock February 2006 - July 2007
Northeastern University October 2003 - February 2006
City Year December 2002 - November 2003
Boston University August 2001 - December 2002
Skills
Talent Management, Recruiting, Human Resources, Onboarding, Talent Acquisition, Employee Engagement, Training, Process Improvement, HRIS, College Recruiting, Vendor Management, New Hire Orientations, Succession Planning, Organizational..., Analytics, Change Management, Resume Writing, Employee Training, Data Analysis, Taleo, Leadership Development, Program Management, Coaching, Facilitation, Career Development, Employee Surveys, Presentation Development, HR Metrics, Career Counseling, SuccessFactors
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration
Northeastern University 2005 — 2006
Graduate Certificate, Human Resources Management
Boston University 1997 — 2001
Bachelor of Science, History Education
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - April 2013
John Hancock July 2004 - December 2006
Manulife Financial March 2001 - June 2004
Manulife Financial March 1998 - March 2001
Integrated Justice Ministries of Ontario March 1997 - March 1998
Ministry of the Attorney General November 1992 - March 1997
Sunnybrook Health Sciences Centre August 1988 - August 1989
The Hospital for Sick Children October 1976 - August 1988
Skills
Enterprise Architecture, FileNet, Project Management, People Development, Solution Architecture, Integration, Standards Development, Problem Solving, Infrastructure, Change Management, IT Strategy, Disaster Recovery, Security, Agile Methodologies, Software Development, CRM, Outsourcing, Architecture, Vendor Management, ITIL, Servers, SharePoint, Requirements Analysis, Software Project..., Business Intelligence, Business Analysis, PMO, Architectures, IT Management, PMP, Project Portfolio..., Visio, Data Warehousing, SOA, Data Center, Governance, Business Requirements, Business Process, IT Service Management, SDLC
Education
Acadia University 1970 — 1972
Computer Science
Windsor Regional High School, NS 1964 — 1970
Senior Matriculation, Academic
LNR Property LLC December 2013 - Present
John Hancock July 2010 - July 2013
JPMorgan Chase March 2010 - June 2010
Empirix June 2009 - December 2009
Boston Celtics January 2008 - June 2008
Skills
Investments, Mutual Funds, Bloomberg, Financial Modeling, Asset Allocation, Portfolio Management, Valuation, Fixed Income, Alternative Investments, Asset Management
Education
Bentley University 2006 — 2009
BS, Economics-Finance, 3.63
Life, Health, Long Term Care, Accident & Disability Insurance Agent August 2011 - Present
John Hancock November 2006 - December 2010
Northwestern Mutual Life January 1999 - November 2006
Skills
CRM, Life Insurance, Retirement, Retirement Planning, Risk Management, Sales, Underwriting, Insurance, Financial Services, Sales Management
Education
Alverno College