John Hancock
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John Hancock Employees
Summit Pointe Financial Group June 2010 - Present
HighPointe Financial Group October 2006 - May 2010
AXA Advisors 2001 - 2005
John Hancock 1991 - 1998
Equitable Life Assurance Society of the United States March 1981 - August 1991
Skills
Finance, Management, Portfolio Management, Marketing, Strategic Planning, Customer Service
Education
Northwest Missouri State University 1973 — 1977
B.S. Education, Psychology
Lexington High School 1969 — 1973
John Hancock Financial Services April 2013 - Present
John Hancock April 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - April 2011
John Hancock Life Insurance Company (U.S.A.) July 2004 - January 2006
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Monitor Group September 1995 - June 2003
Skills
Investments, Asset Managment, Mergers, Risk Management, Insurance
Education
Princeton University 1991 — 1995
AB, Chemistry
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock June 2010 - January 2012
Webster Bank December 2009 - June 2010
Webster Bank June 2007 - June 2009
The Country Club January 2000 - January 2009
Providence College Office of Residence Life September 2005 - October 2008
Skills
Annuities, Series 7, Retirement Planning, Series 6, Fixed Annuities, Investments, Life Insurance, Finance
Education
Providence College 2005 — 2009
Bachelor of Science, Business Management
Providence College 2005 — 2009
Bachelor of Science, Business Management
Advicent Solutions October 2013 - Present
Columbia Management November 2010 - October 2013
Edward Jones March 2009 - December 2009
Deutsche Bank January 2006 - June 2006
John Hancock January 2005 - June 2005
Skills
Series 7, Sales, Mutual Funds, Salesforce.com, Investments, Wealth Management, Financial Services, Fixed Income, Retirement Planning, Series 63, Finance, Financial Planning, Asset Management, Insurance, Asset Allocation
Education
Northeastern University 2003 — 2007
BS, Finance and Insurance
Bregante + Company LLP March 2013 - Present
UC Berkeley August 2012 - August 2014
Rexel Holdings USA, Corp. - Gexpro Services January 2011 - March 2013
Rexel Holdings USA, Corp. - Gexpro Services July 2011 - February 2013
Rexel August 2010 - August 2012
Rexel Holdings USA, Corp. - Gexpro Services August 2010 - January 2011
Boston Pedicab March 2008 - August 2010
Merrill Lynch June 2008 - December 2008
John Hancock July 2007 - December 2007
Education
Northeastern University 2005 — 2010
Bachelor of Science
The Optimus Group, LLC October 2007 - Present
The Optimus Group, LLC / Optimus Wealth Management Group, Inc. October 2007 - Present
The Optimus Group, LLC September 2006 - Present
New York Long-Term Care Brokers, Ltd July 1997 - October 2007
New York Life Insurance Company September 1992 - July 1997
John Hancock August 1988 - September 1992
New York Life February 1982 - July 1986
Skills
Strategic Planning, Insurance, Entrepreneurship, Team Building, Strategic Financial..., Small Business, Marketing, New Business Development, Executive Management, Coaching, Public Speaking, Sales, Leadership, Sales Management, Investments, Disability Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Long-term Care, Retirement, Retirement Planning, Wealth Management, Financial Planning, Training, Management, Employee Benefits, Strategy
Education
Rhode Island College 1975 — 1979
BS Education, Music Education
Woonsocket High School 1973 — 1975
Mount St. Charles Academy 1971 — 1973
St. Joseph's Elementary School 1969 — 1971
St. Louis School 1962 — 1969
361 Capital May 2015 - Present
Personal Capital September 2014 - May 2015
AssetMark November 2010 - September 2014
Genworth Financial July 2013 - September 2013
Genworth Financial Asset Management 2010 - July 2013
Transmodus, Inc August 2009 - October 2010
John Hancock January 2008 - April 2009
Audio Experts 2006 - 2008
Skills
Insurance, Investments, Asset Allocation, Portfolio Management, Series 6, Series 63, Series 65, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Services, Investment Advisory, ETFs, Asset Management, Equities, Bonds, Investment Management, Fixed Income, Wealth Management..., Salesforce.com, Financial Advisory, Fixed Annuities, Retirement
Education
Point Loma Nazarene University 2000 — 2005
BE, Business Administration
Point Loma Nazarene University
Bachelor of Business Administration (B.B.A.)
Weindesign 2013 - Present
Iron Mountain 2015 - 2015
Liberty Mutual Insurance 2012 - 2013
John Hancock 2004 - 2011
John Hancock Life Insurance Company (U.S.A.) 1998 - 2004
Weinberger Design 1997 - 1998
Ingalls Advertising 1991 - 1996
Bentley University 1992 - 1992
Skills
Integrated Marketing, Creative Direction, Marketing Communications, Brand Management, Corporate Communications, Corporate Branding, Team Leadership, Creative Services, Marketing Strategy, Creative Strategy, Internal Communications, Concept Development, Sponsorship, Interactive Marketing, Direct Marketing, Advertising, Strategy, Brand Development
Education
Rhode Island School of Design
MFA, Graphic Design
Tufts University
BA/BFA, Art History/Fine Arts
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
John Hancock Financial Network 2007 - January 2011
John Hancock January 1993 - January 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Manulife Financial 2004 - 2007
Skills
Business Process..., Equities, PMO, Mergers, Wealth Management, Integration, IT Strategy, Risk Management, Fixed Annuities, Systems Analysis, Management, Business Requirements, Insurance, Securities, Financial Services, Project Management, Fixed Income, Finance, Program Management, Financial Analysis, Mergers & Acquisitions, Mutual Funds
Education
Northeastern University 1985 — 1989
BS, Finance
Towers Watson January 1999 - Present
John Hancock 1993 - 1998
Skills
Employee Benefits, ERISA, Vendor Management, Leadership, HR Consulting, Strategic Planning, Management, Employee Engagement, Performance Management, Management Consulting, Negotiation, Personnel Management, Process Improvement, Executive Pay, Human Resources, Talent Management, Consulting, Defined Benefit, Change Management
Education
Suffolk University Law School 1993 — 1997
JD, Law
The University of Chicago 1988 — 1990
AM, Social Sciences
Providence College 1985 — 1988
BA, Political Science
Desjardins Insurance September 2009 - Present
Sun Life Financial April 2006 - February 2009
John Hancock 2000 - 2005
Brian Bobbie Productions ltd. 1980 - 2005
Skills
Writing, Editing, Presentation Coaching, Mentoring, Advertising, Directing, Spiritual Teacher, reiki master, Past Life Regression, Voice Over, Marketing Communications, Corporate Communications, Video Production, Hypnosis, Marketing, Copywriting, Leadership, Sponsorship, Public Speaking, Public Relations, Coaching, Television, Training, Reiki, Press Releases, Media Relations, Marketing Strategy, Change Management, Corporate Branding, Crisis Communications, Social Media Marketing, Integrated Marketing, Digital Marketing, Speech Writing, Email Marketing, Communications Planning, Communication Training, Social Networking, Social Media, Copy Editing
Education
Ryerson University 1970 — 1972
Radio & Television Arts
NLP Canada
Master Practitioner,, Neuro Linguistic Programming
Lincoln Financial May 2013 - Present
Lincoln Financial Retirement Plan Services January 2007 - Present
John Hancock 2006 - 2007
Manulife Financial and John Hancock Financial January 2000 - December 2005
Pension Services, Inc. March 1993 - December 2000
John Hancock Financial Services 1995 - 1996
Partners Pension Services, Inc. September 1989 - March 1993
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Series 63, Series 7, Series 6, Fixed Annuities, Investments, ERISA, Employee Benefits, Retirement Plan..., Defined Contribution, Profit Sharing, Wealth Management, Asset Allocation, Financial Advisory, Securities, TPA, Qualified Retirement..., Relationship Management, Investment Advisory, Financial Services, FINRA, IRAs, Investment Strategies
Education
Quinnipiac University - School of Business 1978 — 1981
Bachelor of Science (BS)
John Hancock December 2010 - Present
John Hancock October 1991 - December 2010
First Marblehead 2005 - 2006
Education
Plymouth State University 1985 — 1989
AIG April 2008 - Present
DialAmerica Marketing December 2000 - April 2008
John Hancock August 1999 - August 2000
Skills
Insurance, Customer Acquisition, Account Management, Telemarketing, Call Centers, Database Marketing, Customer Retention, Lead Generation, CRM, Segmentation, Multi-channel Marketing, Customer Experience, Inbound Marketing, High Net Worth Insurance, Market Research, Analytics, Marketing Strategy, P&L Management, Direct Marketing, Sales Management, Direct Mail Programs, Web Marketing Strategy, Sales Rep Training, Product Strategies, Social Media Marketing, Email Marketing, Salesforce.com
Education
Rutgers University-New Brunswick 1995 — 1999
BA, Economics, Psychology, Criminology
Meals on Wheels People May 2012 - Present
Alpha Chi Omega November 2009 - February 2013
Bradley Angle 2007 - January 2013
Loaves & Fishes Centers April 2010 - May 2012
Alpha Chi Omega Fraternity, Inc. June 1998 - June 2010
Simply Elegant Events October 2006 - April 2010
Loaves & Fishes Centers September 1998 - April 2010
The Guardian Insurance Company June 1993 - November 1993
John Hancock June 1988 - September 1989
Skills
Fundraising, Event Planning, Non-profits, Volunteer Management, Community Outreach, Event Management, Public Speaking, Public Relations, Fundraisers, Program Development, Customer Service, Social Networking, Newsletters, Strategic Planning, Microsoft Office, Teaching, Social Media Marketing, Nonprofits, Training, Time Management, Recruiting
Education
Portland State University 1990 — 1993
BS, Hearing & Science
Portland State University 1986 — 1990
BS, Communications
Turgeon Communications LLC November 2002 - Present
Bank Rhode Island March 1999 - November 2002
John Hancock 1992 - 1998
The Providence Journal 1986 - 1990
The Providence Journal 1986 - 1990
Skills
Internal Communications, Investor Relations, Corporate Communications, Event Management, Crisis Communications, Event Planning, Media Relations, Crisis Management, Public Relations, Public Speaking
Education
Northeastern University 1984 — 1989
BS, Journalism
barrington high school
Sun Life Financial January 2008 - Present
Sun Life Financial June 2004 - January 2008
Sun Life Financial June 2001 - June 2004
Sun Life Financial April 2000 - June 2001
Sun Life Financial January 1998 - January 2000
JOHN HANCOCK January 1996 - January 1998
Skills
Microsoft Office, ACORD, Change Management, Problem Solving, Program Management, MS Project, Project Execution, Vendor Relations, Client Relationship..., Business Communications, Project Oversight, International Project..., Mainframe, Distributed Systems, Risk Management, Budget Tracking, Resource Management, Mentoring, Virtual Teams, Project Management, Budgets, Requirements Gathering, Business Analysis, Training, Process Improvement, Requirements Analysis, Management, Analysis, CRM, Visio, Software Project..., Quality Assurance, Leadership, SDLC, Vendor Management, Business Requirements, Product Management, Strategy, PMP, Team Building, Software Documentation, Testing, Software Development, Databases, PMO, IT Strategy, Systems Analysis, Strategic Planning, IT Management, Cross-functional Team...
Education
Providence College
Bachelor of Arts, International Relations
College Internationale de Cannes
Northwestern Mutual March 2012 - Present
John Hancock May 2008 - March 2012
John Hancock Retirement Plan Services May 2008 - March 2011
FGMK, LLC May 2007 - August 2007
Education
Northern Illinois University 2004 — 2008
Business, Management
Northern Illinois University 2004 — 2008
Business, Management
tufts health plan September 2004 - Present
Fleet Bank/Bank of America August 1997 - September 2004
John Hancock December 1985 - July 1997
Skills
Talent Management, Insurance, Staffing Services, Business Networking, Human Resources, Strategy
Education
Regis College 1974 — 1978
John Hancock April 2006 - Present
Citibank January 2000 - March 2006
Prudential Financial 1983 - 2000
Skills
Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 7, Strategic Planning, Strategy, Team Building
Education
University of Florida 1979 — 1981
BS, Marketing/Finance
Rider University 1977 — 1979
Business
LR Johnson & Associates April 2011 - Present
John Hancock December 2006 - April 2011
DaimlerChrysler 1994 - 2007
Quest Capital Strategies July 2005 - November 2006
Rosemont Investments (Broker Dealer Financial Services Corp) October 1998 - July 2003
Percussive Arts Society January 1990 - November 1997
Education
University of Phoenix 2001 — 2003
Guilford High School 1984 — 1988
Rock Valley College
General Studies
University of Phoenix
Business Administration
Bank of America June 2012 - Present
SOA Software July 2010 - August 2012
DanBri Tech March 2009 - May 2009
Bowne September 2008 - February 2009
SOA Software October 2006 - August 2008
Merrill Lynch September 1996 - October 2006
Bank of America - Merrill Lynch 1996 - 2006
Fidelity Investments June 1994 - September 1996
Wakefern Food Corp January 1992 - January 1994
John Hancock January 1991 - January 1992
Skills
SDLC, DB2, COBOL, WebSphere MQ, PMO, CICS, Oracle, RUP, CMM, SQL, JCL, XML, Project Management, SOA, Scrum, Agile Methodologies, Enterprise Software, MS Project, Software Development, Software Project..., Requirements Analysis, Web Services, Mainframe, Visio, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Warehousing, Integration, Solution Architecture, PMP, Business Analysis, Project Portfolio..., Business Intelligence, Vendor Management, ITIL, Management, Business Requirements, Leadership, Process Improvement, Program Management, Risk Management
Education
Chubb Institute 1986 — 1988
Computer Programming
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Business Administration
KLR January 2015 - June 2015
John Hancock January 2014 - June 2014
Skills
Financial Accounting, Financial Reporting, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Account Reconciliation, General Ledger, Pivot Tables, Essbase
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Accounting& Finance, 3.6
ClearView Healthcare Partners June 2012 - Present
ClearView Healthcare Partners February 2011 - June 2012
Community Rowing, Inc. January 2010 - May 2010
John Hancock July 2009 - December 2009
Global Pact Thailand May 2009 - June 2009
Northeastern University June 2008 - December 2008
Clemens Family Corportation April 2008 - June 2008
Skills
Master Scheduling, Executive Office..., Office Management, Research, General Office..., Administrative..., Market Research, Client Relations Skills, Client Co-ordination, Microsoft Office, Vendor Management, Vendor Contracts, Press Releases, Schedules, Social Media, Media Relations, Public Speaking, Microsoft Excel, Event Planning, Public Relations, Editing, Social Media Marketing, Travel Arrangements, Travel Planning, Internet Troubleshooting, Blogging
Education
Northeastern University 2006 — 2010
Bachelors of Arts, Journalism, Sociology and English
North Penn High School 2003 — 2006
WR Grace March 2014 - Present
Verizon Wireless May 2012 - August 2012
Verizon Wireless 2012 - 2012
Brookfield Renewable Energy 2012 - 2012
Pegasystems 2012 - 2012
Pegasystems 2012 - 2012
Another Country Productions 2011 - 2011
Iron Mountain 2010 - 2011
Boston Company 2010 - 2010
John Hancock 2008 - 2010
Skills
Windows 7, Disaster Recovery, XP, Active Directory, Technical Support, Lotus Notes, VMware, Virtualization, Troubleshooting, System Administration, Digital Imaging, Data Center, Vendor Management, Networking, Windows, Laptops, Help Desk Support, Citrix, Blackberry Enterprise..., Windows XP, Blackberry, Hardware
Education
Northeastern University 1991 — 1994
Master of Arts (M.A.), Literature
Providence College 1983 — 1987
Bachelor of Arts (B.A.), English Literature
NTAI
Network Technology Academy
University College Dublin
NPA Financial, LLC 1991 - Present
John Hancock 1976 - 1991
Education
Rutgers University 1972 — 1976
BA, Zoology
RPHS 1968 — 1972
John Hancock SR HRIS ANALYSTJohn Hancock Financial Services1995 - Present
Manulife Financial 1995 - Present
John Hancock Financial Services (Manulife Financial) 1995 - Present
Skills
HRIS, SDLC, Vendor Management, Process Improvement, Business Analysis, Customer Service, Visio, Software Documentation
Education
Northeastern University 1976 — 1981
John Hancock Financial Services February 2013 - Present
AstraZeneca March 2011 - February 2013
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
IBM Global Services May 2003 - March 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - 2011
John Hancock March 1998 - May 2003
John Hancock Financial Services 1997 - 2003
John Hancock Life Insurance Company (U.S.A.) 1987 - 2003
Bank of Boston 1994 - 1998
Skills
Hardware, SDLC, Remote Desktop, XP, VMware, Active Directory, Integration, Technical Support, Mobile Devices, Laptops, Blackberry, Vendor Management, Citrix, VPN, ITIL, Business Analysis, Help Desk Support, Android, Disaster Recovery, Troubleshooting, iPad, Windows 7, SCCM, System Administration, Virtualization, Desktop Computers, Lotus Notes, System Deployment, Windows Server, Blackberry Enterprise..., IT Operations, Servers, Windows XP
Education
Quincy College 1977 — 1980
High School, Electronics
Quincy College 1977 — 1980
Electrical and Electronics Engineering
John Hancock November 2010 - Present
Manulife Financial/John Hancock March 2002 - October 2010
Manulife Financial August 1998 - March 2002
Merrill Lynch July 1996 - August 1998
Merrill Lynch June 1995 - July 1996
Merrill Lynch January 1993 - May 1995
Kidder Peabody September 1991 - August 1992
Skills
Mutual Funds, Fixed Annuities, Equities, Life Insurance, Loans, Separately Managed..., Series 63, Series 65, Series 7, Investments, Asset Managment, Alternative Investment..., Alternative Investments, Asset Allocation, Asset Management, Financial Advisory
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts, Economics Management
The Pennington School 1980 — 1987
John Hancock August 2011 - Present
Kulea Childcare Villages May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - August 2011
John Hancock Funds December 1995 - December 2006
Skills
Compliance, Insurance, Public Speaking, Life Insurance, Mutual Funds, Series 6, Process Improvement, Customer Service, Leadership Development, Team Building, Risk Management, Operations Management, Employee Benefits, Coaching, Project Management, Project Planning, Change Management, Financial Services, Leadership, Business Analysis, Analysis
Education
Timberlane 1984 — 1988
Plymouth State University
TIAA-CREF November 2004 - Present
John Hancock 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Retirement, Retirement Planning, Series 63, Wealth Management, Relationship Management, Securities, 401k, Financial Planning, FINRA
Education
Ohio Wesleyan University 1990 — 1994
Crump Life Insurance Services June 2005 - Present
CJA and Associates December 2003 - March 2005
John Hancock March 1997 - December 2003
Prudential Insurance March 1990 - May 1997
South Shore Business Brokers 1980 - 1984
Erie Brewing Company 1970 - 1975
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Financial Planners, Brokerage, Retirement Planning, Series 63, Series 6, Term Life Insurance, Insurance, Mutual Funds, Life Insurance, Employee Benefits, Estate Planning, Asset Allocation, Investments, Underwriting, Whole Life, Long Term Care Insurance, Universal Life, 401k, Financial Advisory, Health Insurance, Brokers
Education
American College 1992 — 2005
CLU, Insurance
Pennsylvania State University-Erie Campus 1971 — 1978
Environmental Studies
Salem Five Bank October 2007 - Present
John Hancock January 2003 - January 2004
Education
Northeastern University 2000 — 2004
Wilmington
Agencyport Software March 2006 - Present
John Hancock 1978 - 2006
Skills
Team Leadership, Management, Account Management, Change Management, Product Management, Program Management, Software Project..., Strategic Planning, Contract Negotiation, Data Center, Human Resources, Enterprise IT..., Enterprise IT Strategy, Office Management, Facilities Management, Professional Services, Distribution Services
Education
Northeastern University 1974 — 1978
Bachelor of Science (B.S.)
Needham High School 1969 — 1972
High School
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - June 2014
John Hancock Life Insurance Company (U.S.A.) September 2010 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2010
John Hancock September 2006 - March 2008
Manulife Financial August 2004 - September 2006
Skills
Financial Services, Operations Management, Project Management, Process Improvement, Call Centers, Banking, Quality Assurance, Visio, Business Process, Time Management, Project Planning, Microsoft Excel, Customer Service, Mutual Funds, PowerPoint, Insurance, Microsoft Office, Management
Education
Plymouth State University 2000 — 2004
BA, Corporate Commuincations
Sanborn
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
ConvergeHEALTH by Deloitte. May 2011 - Present
Partners Healthcare January 2003 - February 2008
Information Integrity, Inc November 1997 - December 2002
New England Electric 1996 - 1997
John Hancock 1982 - 1996
Education
Oregon Health and Science University 2010 — 2011
MBI
Oregon Health and Science University 2005 — 2009
Graduate Certificate
Harvard Extension 1985 — 1990
CAS (not complete)
St. Lawrence University 1977 — 1981
BA
LSRHS 1973 — 1977
American Dream Wealth Management July 2007 - Present
Banc of America Investments 1997 - 2005
Quick and Reilly 2000 - 2004
Fleet Bank 1997 - 2000
John Hancock 1994 - 1997
Community Guardian 1992 - 1994
Shadow Lawn Savings 1985 - 1994
Skills
Wealth Management, Retirement Planning, Annuities, Mutual Funds, Series 7, Alternative Investments, Business Strategy, Small Business..., Small Business..., Financial Services, Fixed Annuities, Portfolio Management, Insurance, Retirement, 401k, Bonds, Sales, Customer Service
Education
Ocean County College 1982 — 1985
A.S., Science (Pyschology)
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Mutual Funds June 2011 - May 2013
John Hancock Mutual Funds March 2010 - May 2011
Dunkin' Brands July 2009 - March 2010
Fidelity investments - Strategic Advisers January 2005 - February 2009
CitiStreet 2004 - 2005
John Hancock 1999 - 2004
Arthur Andersen 1998 - 1999
Fidelity Investments - Ethics Office March 1997 - January 1998
Andersen Consulting 1993 - 1997
Skills
Financial Services, Tax, Business Analysis, Project Planning, Requirements Gathering, PMP, Process Improvement, Mutual Funds, Investments, Project Management, Insurance, SDLC, Strategy, PMO, Analytical Skills, Cross-functional Team..., Software Development
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management Information Systems, Finance, Economics
Holliston High School 1986 — 1989
John Hancock August 2003 - Present
Zurich Life January 1997 - June 2003
Skills
Series 6 & 63, Life Insurance License, Defiend Contribution..., Defined Benefit Plans, 401K Administration, Business Relationship..., Sales
Education
Northern Illinois University 1992 — 1996
Bachelor of Science, Business Management
Chas F. Hartshorne Insurance 2007 - Present
Firemans Fund Insurance Company 2001 - 2006
John Hancock 1985 - 1996
Skills
Insurance, Claims, Negotiation, Property & Casualty..., Customer Service, Claim, Claims Management, Casualty, Underwriting, Commercial Lines, Liability, Professional Liability, Sales, Personal Injury, Commercial Insurance, General Insurance, Litigation, Reinsurance, Legal Liability, Subrogation, Pricing, Process Improvement
Education
Regis College 1980 — 1984
BA, Economics
John Hancock May 2008 - Present
The Standard March 2000 - May 2008
Milliman March 1999 - March 2000
Skills
Profit Sharing, Retirement Plan..., Plan Design, Retirement Services, Defined Benefit, 401k, Public Speaking, Cash Balance, 457 Plans, Money Purchase, Qualified Retirement..., Fiduciary Management, Fiduciary Services, Employee Benefits
Education
Oregon State University 1993 — 1997
Bachelor of Arts, Finance
Freedom First Wealth Management September 2009 - Present
Market Square Advisors September 2013 - Present
Endeavor Tax & Financial Services October 2012 - June 2014
Greystone Financial Group, an office of MetLife January 2004 - September 2013
John Hancock May 1998 - January 2004
Education
Roanoke College 1994 — 1998
Bachelor of Business Adminstration
Regis College September 2012 - Present
Career Treking 2006 - November 2011
Fidelity Investments May 1994 - June 2003
John Hancock 1990 - 1994
Eliot Bank November 1988 - June 1990
Colonial Management October 1987 - August 1988
Fidelity Investments August 1981 - October 1986
Skills
Access, Coaching, Career Development, Talent Management, MBTI, Leadership Development, Analytics, Interviews, Employee Benefits, Organizational...
Education
Regis College 1977 — 1981
BA/BS, psychology, elementary education
Fairfax County Government August 2013 - Present
Fairfax County Government March 2010 - August 2013
U.S. Census Bureau March 2010 - September 2010
City of Boston September 2007 - January 2010
John Hancock September 1999 - December 2007
Action for Boston Community Development June 2007 - August 2007
Dorchester Youth Collaborative September 2006 - July 2007
Boston Asian Youth Essential Services September 2005 - May 2006
Regis College September 2002 - May 2005
Aldo Shoes July 2001 - May 2004
Skills
Community Outreach, Fundraising, Volunteer Management, Leadership, Strategy, Public Speaking, Community Development, Microsoft Excel, Team Leadership, Training, Research, Non-profits, Nonprofits, Grants, Program Management, Data Analysis, Public Policy, Analysis, Recruiting, Event Planning, Strategic Planning, Customer Service, Administration, Cultural Diversity, Networking, Politics
Education
Regis College 2002 — 2007
Bachelor of Arts, Political Science, Minor inSociology
New Mission High 2000 — 2002
High School, General Studies
Virginia Polytechnic Institute and State University
Graduate Certificate of Local Management
The Heestand Company 2005 - Present
John Hancock 2004 - 2005
Skills
Wealth Management, Retirement Planning, Series 7, 401k, Investments, Retirement, Retirement Plan..., Profit Sharing, Asset Allocation, Asset Managment, Defined Benefit, Strategic Financial..., Qualified Retirement..., Defined Contribution
Education
Portland State University 2000 — 2003
Bachelors, Economics
University of Portland
City Staffing August 2012 - October 2013
Robert Half - Financial Services Group December 2011 - August 2012
Target April 2011 - October 2011
John Hancock June 2010 - April 2011
John Hancock October 2008 - June 2010
John Hancock June 2006 - October 2008
Skills
Fixed Annuities, Training, Analytics, Financial Services, Management, Human Resources, Performance Management, Talent Management, Recruiting, Leadership, Customer Service, Sales, Series 63, Budgets
Education
Quinnipiac University 2002 — 2006
Bachelor's degree, Communications
John Hancock Life Ins Co USA July 2014 - Present
John Hancock March 2008 - Present
Cambridge Savings Bank September 2001 - March 2008
Skills
Process Improvement, Risk Management, International Management, Cross-functional Team..., Call Center Management, Leadership Development, Virtual Team Management, Project Management, Strategic Planning, Employee Training, Continuous Improvement, Quality Assurance, Finance, Customer Service, Employee Relations, Employee Engagement, Personnel Management, Process Efficiency
Education
LOMA 2014 — 2015
AIRC Associate Insurance Regulatory Compliance
UMass Boston
Master of Business Administration (MBA), International Management
Northeastern University
Bachelor of Science (B.S.), Operations Technology, Magna Cum Laude
Junxure September 2008 - Present
Salient Surgical Technologies, Inc. November 2006 - September 2008
John Hancock June 2006 - November 2006
Investors Capital Corporation August 2002 - May 2006
John Hancock Funds 1998 - 2002
Skills
Needs Analysis, Instructional Design, Course Development, Course Design, Platform Delivery, Large Group Facilitation, Small Group Training, Project Management, Online Training, Presentation Development, Group Presentations, Presentation Preparation, Sales Skills Training, Sales Trainings, One-on-One Coaching, Software Training, Technical Training, Soft Skills Training, Product Training, Professional..., Managerial Experience, Training Workshops, Staff Development, Hands-on Training, Training, Management, Sales, Selling Skills, Customer Service, Team Leadership, Software Documentation, E-Learning, Business Development, Sales Management, Sales Process, Employee Training, Program Management, CRM, Team Building, Enterprise Software, Salesforce.com, Marketing, Selling, Technical Writing, Training Delivery, Software Implementation
Education
University of Illinois at Urbana-Champaign 2008 — 2009
M.Ed., Online Learning and Adult Education
Plymouth State University 1992 — 1996
B.S., Childhood Studies/Outdoor Education
Broadridge Financial Solutions December 2004 - Present
DF King 1998 - 2002
DF King 1998 - 2002
John Hancock 1997 - 1998
Putnam Investments 1987 - 1998
Education
Northeastern University 2011 — 2015
leadership
American Marketing Association April 2015 - Present
The American Marketing Association January 2015 - Present
AT&T October 2014 - Present
American Amp March 2015 - Present
John Hancock May 2013 - February 2015
Skills
Customer Service, Problem Solving, Public Speaking, Microsoft Office, Data Entry, Critical Thinking, Time Management, Online Marketing, SmartOffice, Retail Sales, Leadership
Education
Cal state Fullerton 2014 — 2016
B.A, Business Administration and Marketing, Marketing
Santa Ana College 2013 — 2013
Completed, Associates degree in business administration and economics
Orange Coast College 2010 — 2012
General Education
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
The Standard January 2015 - Present
John Hancock January 2012 - January 2015
John Hancock October 2010 - January 2012
John Hancock April 2008 - October 2010
State Street 2006 - April 2008
Education
Quinnipiac University
Finance
Xaverian Brothers High School
AECOM June 2013 - Present
CDM Smith July 2008 - May 2013
CDM Smith June 2007 - May 2008
John Hancock June 2005 - April 2006
Skills
Adobe Creative Suite, InDesign, Microsoft Office, PowerPoint, Proposal Writing, Proposal Coordination, Marketing Strategy, Marketing, Newsletters, CRM, Editing, Salesforce.com, Outlook, Management, Marketing Communications, Microsoft Excel, Project Management
Education
Northeastern University 2003 — 2008
BS, Marketing
Mt. Mansfield Union High School 1999 — 2003
Northwestern Mutual Charlotte June 2014 - Present
Northwestern Mutual May 2012 - June 2014
Northwestern Mutual - Charlotte May 2006 - May 2012
John Hancock February 2005 - May 2006
Northwestern Mutual Financial Network December 2003 - January 2005
Skills
Investments, Series 7, Wealth Management, Financial Services, Insurance
Education
Queens University of Charlotte 2008 — 2011
Organizational Communications
University of Pittsburgh 1986 — 1987
Northwestern Mutual August 2010 - Present
Principal Financial Group November 2005 - August 2010
John Hancock June 2004 - November 2005
Education
Northwood University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
RS Investments July 2013 - Present
RS Investments February 2012 - June 2013
Fidelity Investments February 2010 - February 2012
Fidelity Investments June 2008 - February 2010
Fidelity Investments July 2007 - June 2008
Fidelity Investments February 2006 - May 2007
John Hancock September 2005 - November 2005
UGI Utilities June 2003 - August 2003
Education
Providence College 2003 — 2007
Bachelor of Science, Finance & Management
Lancaster Catholic High School
Liberty Mutual Insurance February 2014 - Present
John Hancock Financial Services February 2011 - November 2011
John Hancock 2006 - March 2011
Fidelity Investments June 2005 - October 2006
Fidelity Investments October 2002 - June 2005
Skills
Product Development, Program Management, IT Outsourcing, Vendor Management, Relationship Management, Project Management, Leadership, Strategy, SDLC
Education
Ohio Wesleyan University
BA, Economics
Wharton Executive Education Course 2001 — 2001
eBusiness Models & Applications for eCommerce
GSA Construction Gruppo LLC October 2010 - Present
Paramount Wealth Management & Retirement Strategies Group August 2008 - December 2014
Roselli Construction, Inc. 2001 - 2008
Dynacraft Custom Builders, Ltd. 1991 - 2008
John A. Roselli 1987 - 1997
John Hancock 1984 - 1987
Skills
Longevity Planning and..., Retirement, Finance, Small Business, Project Planning, Portfolio Management, Financial Planners, Disability Insurance, Budgets, Employee Benefits, Mutual Funds, Banking, Health Insurance, Leadership, Risk Management, Mortgage Lending, Succession Planning, Management, Sales, Real Estate, Investment Advisory, Financial Planning, Strategic Planning, Social Media, Public Speaking, Marketing
Education
Walsh College of Accountancy and Business Administration 1985 — 1988
Master's of Science Degree, Finance
Oakland University 2008 — 2009
Certificate, Personal Financial Planning
College for Financial Planning 1984 — 1986
Certified Financial Planner, Personal Financial Planning
Wayne State University 1979 — 1983
Bachelor of Arts, Marketing and Finance
P&G July 2008 - December 2008
General Electric January 2007 - June 2007
John Hancock January 2006 - August 2006
Education
Northeastern University 2004 — 2009
Universitat d'Alacant
TJX March 2013 - Present
Fidelity Investments September 1996 - December 2012
John Hancock 1985 - September 1996
Skills
SDLC, Agile Methodologies, Integration, Linux, Business Analysis, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Business Intelligence, Requirements Gathering, Oracle, Visio, PL/SQL, Software Development, Unix, SOA, Microsoft SQL Server, Java Enterprise Edition, Databases, Program Management, Agile Project Management, Process Improvement, Quality Center
Education
Northwestern University
BA
Independence Blue Cross January 2015 - Present
Chartis August 2012 - August 2014
Harleysville Insurance May 2011 - August 2012
Munich Reinsurance America, Inc. September 2010 - May 2011
CIGNA Corporation, Group Insurance October 2007 - January 2010
CIGNA Group Insurance August 1995 - October 2007
IOA Re June 1993 - August 1995
John Hancock September 1980 - June 1993
Archdiocese of Philadelphia September 1976 - September 1980
Skills
Underwriting, Project Management, Employee Training, Insurance, Reinsurance, Health Insurance, Employee Benefits, Strategy, Process Improvement, Training, General Insurance, Commercial Insurance, Leadership, Business Process, Actuarial Science, Project Planning, Change Management, Team Building, Financial Risk, Software Documentation, Strategic Planning, Managed Care, Risk Management, Analysis, Pricing, Financial Analysis, Business Process..., Budgets, Business Planning, Sales, Recruiting, Customer Service, Program Management, Claims Management, Management
Education
Rowan College at Burlington County 2009 — 2009
Certificate, Professional Coach
Burlington County College 2006 — 2007
Project Managemet
Saint Joseph's University 1977 — 1980
Bachelors, Social Sciences
Rivers State Foundation, Inc., November 2013 - Present
The Guardian Life Insurance Company (Guardian), New York, NY. January 2011 - Present
General Dynamics Information Technology January 2014 - May 2014
Guardian Life March 2006 - December 2010
Principal Financial Group May 2001 - March 2006
John Hancock October 1996 - April 2001
Prudential Financial May 1990 - September 1996
Skills
Team Building, Project Management, Strategy, Business Analysis, Business Strategy, Process Improvement, New Business Development, Business Planning, Portfolio Management, Strategic Planning, Financial Analysis, Insurance, Strategic Financial..., Health Insurance, IRAs, Life Insurance, Financial Services, Retirement, Employee Benefits, Retirement Planning, Event Planning, Microsoft Excel, Project Planning, Small Business, Sales, Leadership, Management, Public Speaking, Budgets, Sales Management, Microsoft Office, Finance, Access, Networking, Customer Service, Marketing Strategy, Nonprofits, Marketing, Human Resources, CRM, Fundraising, Analysis, Operations Management, Change Management, Business Development, Executive Management, Business, Management Consulting, Account Management, Event Management
Education
Rice University 2004 — 2005
Northwest Missouri State University 1986 — 1990
Bachelor's Degree
Harvard University October 2014 - Present
Digitas January 2008 - July 2014
OpenPages November 2005 - May 2008
John Hancock March 2003 - November 2005
CBS News May 2001 - August 2001
Skills
Analytics, Agile Methodologies, XML, E-commerce, Information Architecture, SQL, Smarty, Technology, Team Leadership, User Experience, Web Development, Interactive Marketing, Web Project Management, Web Analytics, Mobile Applications
Education
Northeastern University 2003 — 2006
M.S., Management Information Systems
State University of New York at Buffalo 1998 — 2002
B.S., Computer Science
John Hancock March 2007 - Present
Skills
SQL, Project Management, SDLC, Photography, HTML, Business Analysis, Agile Methodologies, Microsoft SQL Server, Enterprise Software, Oracle, System Administration, Project Planning, Strategy, Management
Education
Roger Williams University 1992 — 1996
BS
Sharon High School 1988 — 1992
State Street Corporation February 1999 - February 2009
Baldrige National Quality Award Program March 1994 - September 2004
State Street January 1997 - January 1999
John Hancock August 1990 - December 1996
Travelers September 1983 - July 1990
Travelers July 1979 - August 1983
Skills
Business Process..., Program Management, Leadership, Quality Management, Performance Improvement, Balanced Scorecard, Organizational..., Management Consulting, Six Sigma, Process Engineering, Cross-functional Team..., Process Improvement, Training, Change Management, Performance Management, Strategic Planning, Coaching, Quality Assurance, Operational Excellence, Team Building, Continuous Improvement, Lean Manufacturing, Operations Management, Healthcare, Business Process Mapping, Quality System, Root Cause Analysis, DMAIC, Supply Chain Management, Value Stream Mapping, TQM, Strategy, Business Process, Process Management, Analysis, Project Management
Education
The University of Connecticut School of Business 1973 — 1977
MBA
Penn State University 1963 — 1967
Bachelor of Science
John Hancock January 2008 - Present
Aviva Life Insurance April 1996 - September 2007
One Beacon Insurance Company April 1996 - November 1997
St. Boniface Church February 1996 - April 1996
Snug Harbor School December 1995 - April 1996
Germantown Neighborhood Center January 1994 - April 1996
Quincy College September 1988 - May 1993
Education
Quincy College 1988 — 1993
Accounting
Quincy Skills Center 1983 — 1984
Certificate, Secretarial
Riversource Insurance/Ameriprise Financial November 2010 - Present
Allstate Financial May 2009 - March 2010
Aviva Life Insurance August 2003 - March 2009
The Hartford Insurance Group March 2002 - August 2003
John Hancock April 1998 - March 2001
Education
Radford University 1990 — 1995
bachelor
Aetna June 2014 - Present
Coventry Health Care 2004 - Present
Aetna June 2012 - June 2014
HealthAmerica May 2008 - June 2012
Coventry 2008 - June 2012
John Hancock 1989 - 1992
Towers Perrin 1988 - 1992
Skills
Underwriting, Health Insurance, Insurance, Reinsurance, Brokers, Managed Care, Commercial Insurance, Employee Benefits, Executive Management, Financial Risk, Process Improvement, Risk Management, Access, Analysis, Financial Analysis, Health Care Reform, PPO, Pricing, Strategic Planning, Team Building
Education
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Mathematics
Realty Capital Securities December 2013 - Present
Columbia Management August 2010 - November 2013
John Hancock 2006 - August 2010
Signator Investors September 2005 - 2006
State Street Bank June 2002 - 2003
Skills
Annuities, Mutual Funds, Series 7, Series 63, Pensions, Securities, Retirement Planning, Series 6, Insurance, Investments, Public Speaking, Consultative Selling, Retirement, Series 66, Fixed Annuities, Life Insurance, FINRA, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
Northeastern University 2000 — 2005
BSBA, Finance and Management
Mercer May 2013 - Present
TBR Associates January 2011 - April 2013
Mazonson LLC April 2007 - August 2009
John Hancock April 2006 - April 2007
Mercer Health & Benefits December 2000 - April 2006
John Hancock, Unicare, Wellpoint 1981 - 1999
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Group Insurance, Claim, Strategic Planning, Negotiation, Customer Service, Life Insurance, Benefits Administration, HMO, Legal Compliance, Contract Negotiation, Contract Management, High Deductible Health..., COBRA, Human Resources, Risk Management, Leadership, Underwriting, Management, Property & Casualty..., Brokers, Account Management, Process Improvement, Consulting
Education
Northeastern University 1994 — 1994
Paralegal
Western Illinois University 1975 — 1978
BA, History; French
James B. Conant High School
John Hancock October 1995 - March 2003
Glimcher Realty Trust April 1991 - July 1995
Skills
Microsoft Excel, Real Estate Development, Leases, Negotiation, Microsoft Office, Customer Service, Research
Education
Oglethorpe University 1998 — 2000
Bachelor's Degree, Business Administration and Management, General
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Confirmit March 2007 - Present
Strategic Outpatient Services 2004 - 2007
John Hancock 2003 - 2004
Northeastern 2000 - 2003
Skills
Troubleshooting, Microsoft SQL Server, Salesforce.com, Active Directory, SQL, CRM, SaaS, Project Management, Management, Enterprise Software, Data Analysis, Microsoft Excel, Account Management, Leadership, Cloud Computing
Education
Northeastern University 1998 — 2003
CDI Corporation March 2013 - Present
IBM Global Services June 2003 - April 2012
John Hancock Financial Services 1999 - 2003
John Hancock Financial 1998 - 2003
John Hancock 1998 - 2003
Skills
Disaster Recovery, ITIL, VMware, Active Directory, Servers, IT Operations, IT Service Management, Virtualization, Data Center, VMware ESX, High Availability, SAN, Solaris, Enterprise Architecture, Storage Area Networks
Education
Northeastern University 1987 — 1993
Caritas St. Elizabeth's Medical Center 1996 - Present
John Hancock January 2001 - August 2003
Education
Caritas Laboure College 2005 — 2008
A.S., Nuursing
Northeastern University 1999 — 2003
Bachelor of Science, Criminal Justice, Minor in Sociology
Optimizely April 2015 - Present
Google - DoubleClick Digital Marketing August 2012 - April 2015
Wildfire by Google January 2012 - August 2012
Meltwater Group May 2011 - December 2011
Meltwater Group July 2009 - May 2011
Plante Moran CRESA November 2005 - June 2009
John Hancock April 2004 - October 2005
Skills
SaaS, Account Management, Salesforce.com, Lead Generation, Sales Process, Solution Selling, Direct Sales, New Business Development, B2B, Sales Management, Sales, Business Development, Enterprise Software, CRM, Cloud Computing, Strategic Partnerships, Selling, Sales Presentations, Contract Negotiation, Competitive Analysis, Sales Operations, Cold Calling
Education
Oakland University 2000 — 2004
Marketing
John Hancock 2000 - Present
Education
Northeastern University 1996 — 2001
Wachovia, A Wells Fargo Company 2010 - Present
Optcapital September 2007 - February 2010
John Hancock Financial Services 1988 - 2007
John Hancock Financial Services 1988 - 2007
John Hancock 1988 - 2007
John Hancock/ManuLife 1988 - 2007
Skills
SQL, Microsoft SQL Server, Databases, Business Analysis, Agile Methodologies, Data Warehousing, Business Intelligence, Management, Process Improvement, Requirements Analysis, Software Project..., Microsoft Office, Leadership
Education
Queens College 1984 — 1986
State University of New York College at Buffalo 1974 — 1978
Bachelors, Accounting
Stuyvesant High School 1971 — 1974
Illinois State Police December 2009 - Present
Illinois State Police June 2009 - December 2009
Sangamon Schools Credit Union September 1995 - May 1998
John Hancock November 1994 - May 1998
Skills
Project Management, Project Coordination, Business Analysis, Outstanding verbal, Written & Oral..., Written Communication, Analytical Skills, Strategic Planning, Critical Thinking, Problem Solving, Creative Solutions, Leadership, Statistical Data..., Brainstorm Facilitation, Requirements Gathering, Requirements Analysis, SQL, Microsoft Office, SQL Developer, ESRI, UML, Business Intelligence, Data Warehousing, Homeland Security, Program Management, Government, Disaster Recovery, Information Technology, IT Strategy, Software Project..., Police, Public Safety, Change Management, Facilitators, Integration, Security, Facilitation, System Administration, Visio, Tactics, Data Analysis, Intelligence Analysis, Analysis, Policy, Oracle SQL Developer
Education
Quincy University 1991 — 1994
Bachelor of Science, Mathematics
Fidelity Investments May 2001 - Present
John Hancock November 1999 - May 2001
John Hancock June 1997 - November 1999
Skills
Agile Methodologies, Leadership, Requirements Analysis, SDLC, Business Analysis, Oracle, PL/SQL, Requirements Gathering, SQL, Program Management, Unix, Business Intelligence, Process Improvement, Project Management, Cross-functional Team..., Visio, Databases, Software Documentation, Solution Architecture, Quality Center, Team Leadership, Project Planning, Software Development, Oracle Applications, Relational Databases, Outsourcing, Software Project..., Testing, Systems Analysis, Data Warehousing, Analysis, Oracle E-Business Suite, IT Strategy, Web Services
Education
Plymouth State University 1992 — 1996
Bachelor of Science (BS), Marketing
Partners Healthcare November 2007 - Present
Healthways, Inc. October 2002 - October 2007
StatusOne Health Systems 2002 - 2003
Speak with a Geek 2002 - 2002
John Hancock 1998 - 2000
Education
Northeastern University 1996 — 2001
BSBA, Marketing & Human Resources
Rocky Mountaineer June 2015 - Present
Trafalgar July 2010 - May 2015
Contiki Holidays February 2006 - July 2010
John Hancock May 2005 - February 2006
Skills
CRM, Sales, Account Management, New Business Development, Sales Management, Sales Presentations, Trade Shows, Marketing, Contract Negotiation, Strategic Planning, Management, Lead Generation, Direct Sales, Leadership, Tourism, Business Development, Sales Process, Forecasting, Hotels, Marketing Management, Strategic Partnerships, Team Building, Sales Operations, Team Management, Customer Service, Online Marketing, Competitive Analysis, Hospitality, Direct Marketing, Training, Selling, Advertising, Business Planning, Digital Marketing, Cold Calling, Event Management, Budgets, Customer Satisfaction, Negotiation, B2B, E-commerce, Marketing Communications, Social Media, Product Marketing, Travel Management
Education
Providence College 2001 — 2005
B.S. Marketing, Business, Management, Marketing, and Related Support Services
John Hancock Senior Compensation ConsultantJohn Hancock Financial Services2008 - Present
Education
Nova Southeastern University 1998 — 2001
eHealthInsurance 2008 - Present
Health Benchmarks, Inc. 2006 - 2008
Aetna 1991 - 2006
John Hancock 1988 - 1991
Skills
Health Insurance, Insurance
Education
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
North West Independent School District October 2013 - Present
Young Living Essential Oils May 2013 - Present
St. Peter's Lutheran Church / Concordia Academy March 2013 - June 2013
Lustig, Glaser & Wilson, P.C. July 2009 - July 2012
St. Luke's Preschool March 2008 - June 2011
MFS Investment Management January 2005 - December 2007
State Street September 2004 - December 2004
GOLDK January 2003 - August 2004
Emplanet September 2001 - January 2003
John Hancock February 2000 - August 2001
Skills
Contract Negotiation, Retirement, Microsoft Office, Outlook, Retirement Planning, Mutual Funds, Customer Service, Litigation
Education
Providence College 1993 — 1997
BS, Health Policy and Management / Economics
Blue Cross Blue Shield of Massachusetts September 2014 - Present
Blue Cross Blue Shield of Massachusetts November 2011 - Present
John Hancock 2008 - November 2011
John Hancock 2007 - 2008
John Hancock 2005 - 2007
Plymouth Rock Assurance 2000 - 2005
Skills
Microsoft Excel, Management, Financial Analysis, Research, Microsoft Office, Customer Service, Finance, Access, Accounting
Education
Northeastern University 2000 — 2005
Bachelor of Science, Finance and Insurance
Massachusetts Behavioral Health Partnership, a Beacon Health Options company March 2013 - Present
Bisexual Resource Center December 2011 - August 2013
PerkinElmer June 2008 - January 2012
bfsdaniels copycop May 2005 - January 2008
UnitedHealth Group July 2004 - November 2004
Liberty Mutual September 2001 - December 2003
John Hancock 1987 - 1998
Skills
Monthly Close, Forecasting, Account Reconciliation, Variance Analysis, Cash Management, Expense Management, Revenue Recognition, Accounting, Finance, Management, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Budgets, GAAP, US GAAP, Financial Reporting, Consolidation, Hyperion Planning, Budgeting, Budget Management, Essbase, Financial Systems..., General Ledger..., Intercompany, Payroll Administration, Managerial Finance, Internal Controls, Payroll
Education
Suffolk University - Sawyer School of Management
MBA, Organizational Behavior Studies
Northeastern University
BSBA, Accounting
BDB Advisory Services May 2008 - Present
Gallup Consulting September 2006 - May 2008
Prudential Insurance 1997 - December 2005
Prudential Financial 1997 - 2005
John Hancock June 1992 - June 1997
Metropolitan Life 1986 - 1991
Dumont Landis Fine Art 1982 - 1986
Skills
Leadership, Insurance, Process Improvement, Marketing, Sales, Employee Benefits, Management Consulting, Leadership Development, Strategy
Education
Rutgers University-New Brunswick 1981 — 1985
BA, English, Ecomomics
Cherry Hill High School East 1977 — 1981
Putnam Investments January 2013 - Present
Putnam Investments November 2011 - January 2013
Putnam Investments January 2010 - October 2011
John Hancock August 2004 - December 2009
Education
Quinnipiac University
First Financial Group June 1981 - Present
John Hancock 1979 - May 1981
Skills
Long Term Care Insurance, Disability Insurance, Life Insurance, Retirement Planning, 401k Rollovers, 529 Plans, Investment Strategies, Special Needs Planning, Roth IRA, Strategic Financial..., Estate Planning, Mutual Funds, Term Life Insurance, Finance, Securities, Insurance, Investments, Financial Planning, Investment Advisory, Retirement, Financial Services
Education
American College, Bryn Mawr 1992 — 2008
CLU, ChFC, Professional Designations
The University of the Arts 1976 — 1979
Interior Design
Penn State University
BA, Communications (Advertising)
The Hartford July 2013 - Present
The Hartford July 2010 - Present
The Hartford December 2007 - June 2010
Hartford Life November 2003 - December 2007
Hartford Life April 1997 - November 2003
The Hartford December 1986 - March 1997
John Hancock October 1984 - December 1986
Skills
PMO, Annuities, Claims, Vendor Management, Process Improvement, SDLC, Program Management, Budgeting, Problem Solving, Resource Management, Commercial Lines, Small Commercial, Fixed Annuities, PMP, Budgets, Team Leadership, Integration, MS Project, Risk Management, Project Management, Project Portfolio..., Business Requirements, Business Analysis, IT Strategy, Visio, Small Business, Enterprise Architecture, Business Process..., Business Process, Software Project..., Governance, Requirements Analysis, Requirements Gathering, Change Management, Outsourcing, Business Intelligence
Education
Rensselaer Hartford Graduate Center Inc 1988 — 1989
Courses completed in Masters in Computer Science
Northeastern University 1981 — 1986
BS/BA, Management of Information Systems
John Hancock September 2008 - December 2012
SunGard April 2006 - September 2008
IBM Global Services July 2003 - April 2006
John Hancock June 1996 - July 2003
Skills
SDLC, CRM, ITIL, Financial Services, IT Operations, Outsourcing, Management, Project Management, Project Planning, SharePoint, Vendor Management, Strategy, Program Management, Process Improvement, Software Documentation, Risk Management, Business Analysis, Strategic Planning, Team Leadership, Business Process..., Project Portfolio..., IT Strategy, PMO, IT Management, Business Intelligence, Software Project..., Requirements Gathering, Disaster Recovery, IT Service Management, Visio, Integration, Requirements Analysis, Business Process
Education
Northeastern University 1992 — 1996
Bachelor of Science, Business Adminstration
Creative Computing Inc June 2015 - Present
ShapeUp, Inc. September 2014 - June 2015
Creative Computing May 2006 - September 2014
John Hancock 2004 - 2006
CIBER, Inc. 2004 - 2006
Skills
Data Warehousing, Cognos, ETL, Business Intelligence, Business Intelligence..., Dimensional Modeling, Microsoft SQL Server, Databases, Data Quality, Data Integration, SSIS, Dashboard, OLAP, Data Warehouse..., Integration, Data Modeling
Education
Nova Scotia Community College 1997 — 1998
Memorial High School 1980 — 1983
EBS - Executive Benefit Solutions March 2015 - Present
John Hancock September 2000 - October 2014
John Hancock Financial Services February 1997 - September 2000
Various Major Insurance Companies January 1986 - December 1996
Skills
401k, Estate Planning, Financial Services, Financial Advisory, Strategic Planning, Life Insurance, Series 6, Series 63, Series 26, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Investments, Management, Financial Planning, Disability Insurance, Employee Benefits, Executive Benefit..., Non-Qualified Deferred..., Business Case Design, Variable Products, Product Marketing, Marketing Communications, Insurance, Marketing, Sales, Consulting
Education
Norwich University 1968 — 1972
Bachelor's degree
Handy Kenlin Group November 2010 - Present
U.S. Census Bureau March 2010 - June 2010
US Census Bureau March 2009 - May 2009
Radio Flyer Inc. October 1996 - March 2008
Radio Flyer Inc. October 1996 - March 2008
D-Vision Systems Inc September 1995 - June 1996
Quaker Oats July 1984 - May 1995
John Hancock July 1980 - July 1984
Skills
Training, Budgets, Administrative..., Customer Service, Leadership, Event Planning, Strategic Planning, Inventory Management, Purchasing, Outlook, Team Building, Logistics, Supply Chain, Sales, Supply Chain Management, Management, Sales Operations, Retail, Microsoft Office
Education
Robert Morris University - Illinois 1979 — 1980
Carl Schurz High School 1975 — 1979
General
General Electric January 2010 - Present
Wellington Management January 2009 - October 2009
John Hancock January 2008 - August 2008
Education
Northeastern University 2006 — 2011
Northwestern Mutual June 2014 - Present
Northwestern Mutual February 2012 - Present
Standard Insurance Company July 2002 - February 2012
Standard Insurance Company July 1994 - July 2002
John Hancock 1990 - 1992
Skills
Disability Insurance, Insurance, Employee Benefits, Management, Account Management, Health Insurance, Risk Management, Life Insurance, Team Leadership, Claims Management, Claim, Underwriting, Long-term Care, Workers Compensation, Benefits Administration
Education
Portland State University 1984 — 1987
University of Massachusetts, Amherst 1982 — 1984
Ainsworth 1972 — 1978
Lincoln
Kelly Veterinary Clinic September 2014 - Present
Temperance Animal Hospital April 2013 - February 2015
TDC Companies October 2011 - May 2014
TDC Companies February 2011 - October 2011
John Hancock March 2005 - February 2011
Skills
Customer Service, Skilled Multi-tasker, Resourceful..., Microsoft Office, Organization &..., Spreadsheets, Insurance, Management, New Business Development, Microsoft Word, Microsoft Excel, Customer Satisfaction, Inventory Management
Education
Stautzenberger College-Maumee 2013 — 2014
Associate of Applied Science, Veterinary Technician
Owens Community College
John Hancock September 1999 - Present
Skills
SDLC, Requirements Gathering, Visio, Business Analysis, Vendor Management, Process Improvement, Integration, Systems Analysis, Unix
Education
Rochester Institute of Technology 1993 — 1998
BS, Computer Science
Mercer Health & Benefits August 2014 - Present
Xerox August 2009 - August 2014
John Hancock April 2007 - July 2009
Hounds and Company (Self-Employed) November 2004 - June 2007
Mellon HR Solutions March 2003 - July 2004
Mellon HR Solutions November 1993 - March 2003
Fidelity Investments September 1990 - October 1993
Fidelity Investments September 1991 - March 1992
Fidelity Investments October 1988 - September 1990
Fidelity Investments October 1986 - October 1988
Skills
SDLC, Business Analysis, Vendor Management, Employee Benefits, Benefits Administration, Analysis, Time Management, Process Improvement, Training, Team Leadership, Management, Data Analysis, Visio, Business Process, Change Management, Systems Analysis, SaaS, Customer Service, Program Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA, Business
Regis College 1979 — 1983
BA, Economics
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) August 2010 - June 2012
John Hancock July 2008 - July 2010
John Hancock July 2007 - April 2008
Aviva Life Insurance July 2006 - June 2007
John Hancock June 2005 - June 2006
Skills
Actuarial Science, Finance, Life Insurance, Financial Modeling, Insurance, Financial Analysis, Risk Management
Education
Northeastern University 2003 — 2008
Bachelor of Science, Mathematics; Economics Minor
Provenance Wealth Advisors November 2014 - Present
John Hancock October 2008 - November 2014
John Hancock Life Insurance Company (U.S.A.) October 2008 - November 2014
Skills
New Business Development, Public Speaking, Social Media, Strategy, Retirement Planning, Strategic Planning, 401k, Employee Benefits, Financial Planning, Wealth Management, Financial Analysis, Retirement, Series 63
Education
Nova Southeastern University 1989 — 1991
Master's degree, Education, Graduate
St. Brendan
St. Brendan
Boston Financial Data Services September 2006 - Present
Fleet Bank July 1996 - September 2000
John Hancock September 1990 - October 1992
Skills
Vendor Management, TA2000, Call Center, Equities, Microsoft Office, Mutual Funds, Securities, Microsoft Excel, Fixed Income, Process Improvement, Risk Management, Investments, Banking, Business Analysis, Financial Services, Account Reconciliation, Asset Managment, Access, Transfer Agency, Team Leadership, SharePoint, Project Management, Software Documentation, 401k, Analysis, Relationship Management, Insurance, Asset Management, Call Centers
Education
Quincy College
Tucker School
Loomis Sayles September 2009 - Present
John Hancock October 2007 - June 2008
Investors Bank & Trust May 2005 - October 2007
Skills
Hedge Funds, Mutual Funds, Bloomberg, Equities, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Securities, Portfolio Management, Fund Accounting, Strategic Financial..., Asset Allocation, Fund Administration, Financial Services
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
Master's of Business Administration, Finance
Northeastern University 2000 — 2005
Bachelors of Science in Business Administration, Finance
BI-SAM November 2013 - Present
Columbia Management November 2009 - November 2013
John Hancock September 2008 - November 2009
CSN Stores 2006 - 2008
Skills
Competitive Analysis, Investments, Marketing, Mutual Funds, New Business Development, Sales, Sales Operations, Series 7, Leadership, Asset Management, E-commerce, Portfolio Management, Retirement, Financial Services, Finance, Salesforce.com
Education
Providence College 2002 — 2006
BS, Business Marketing
DLA Piper January 2006 - May 2014
John Hancock 1997 - 2000
Skills
Vendor Management, Microsoft Office, Troubleshooting, Customer Relations, Strategic Planning, CRM, Real Estate Transactions, Customer Service, Problem Solving, Real Estate, Budgets, Residential Homes, Information Technology, EDRMS, Administration, Research, Budgeting, Inventory Management, Management Consulting, Operations Management, Operational Planning, Office Administration, Client Liaison, New Hires, New Hire Orientations, Mentoring Of Staff, Manage Client..., Client Co-ordination, Strategic Consulting, Real Estate Financing, New Home Sales, Single Family Homes, Listing Homes, Desktop Support..., Desktop Administration, Helping Clients Succeed, Help Desk Implementation, Client Services, Training & Development, Process Improvement
Education
Northeastern University 1993 — 1998
Bachelor of Science (BS), Finance and Management Information Systems
First Mercantile Regional Sales DirectorFirst MercantileApril 2007 - April 2008
First Mercantile November 2005 - March 2007
First Mercantile April 2003 - October 2005
John Hancock September 1998 - February 2003
Education
Palm Beach Atlantic University 1993 — 1998
BS, PreMed
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
John Hancock June 2007 - December 2010
John Hancock June 2006 - June 2007
John Hancock September 2002 - June 2006
Providence College September 2000 - June 2002
American Express Financial Advisors June 1999 - June 2000
Skills
Microsoft Office, Requirements Analysis, PMO, Business Process, Excel, Budgets, Business Analysis, Data Analysis, Management, Microsoft Excel, PMP, Portfolio Management, Project Management, Strategic Planning, Training, SDLC, Leadership, Financial Services, Process Improvement
Education
Providence College - School of Graduate Studies 2000 — 2002
MBA
Providence College 1994 — 1998
BA, Psychology
Manulife Financial March 2013 - Present
John Hancock July 2008 - March 2013
John Hancock September 2006 - July 2008
StrategicMotion Systems September 2001 - September 2006
EDS Canada August 1998 - August 2002
Education
Royal Military College of Canada/Collège militaire royal du Canada
M.Eng
Royal Military College of Canada/Collège militaire royal du Canada
B.Eng
Fidelity Investments 1991 - Present
John Hancock 1980 - 1991
Skills
SDLC, Software Project..., Software Development, Requirements Analysis, SQL, Requirements Gathering, Unix, XML
Education
Northeastern University
BSBA, Management Information Systems
Syracuse University
Fine Arts
Ursuline Academy
Dedham, MA
The Locator Services Group April 2009 - September 2009
State Street Bank 1997 - 2008
John Hancock 1986 - 1997
Ernst & Young 1971 - 1986
Education
Northwestern University
BS, Industrial Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting
Columbia Threadneedle Investments, US August 2012 - Present
Columbia Threadneedle Investments, US May 2010 - August 2012
Columbia Threadneedle Investments, US September 2009 - April 2010
Barnum Financial Group 2008 - August 2009
John Hancock 2007 - 2007
Gillette 2006 - 2007
Harvard University 2004 - 2004
Skills
Mutual Funds, Certified Financial..., Strategy, Series 7, Series 63, Sales, Investments, Alternative Investments, Asset Allocation, 401k, Securities, Salesforce.com, Asset Management, Finance, Financial Services, Wealth Management, Investment Strategies, Portfolio Management, Equities, Fixed Income, Financial Analysis, Retirement Planning, Management, Marketing, Investment Management, Retirement, Leadership, Financial Planning, Public Speaking, Relationship Management, Microsoft Excel, Microsoft Office, Due Diligence, Investment Advisory, Series 6, Certified Investment...
Education
Northeastern University 2002 — 2008
Bachelors, Management/Marketing
BC Projects August 2014 - Present
SolarCity October 2011 - September 2014
REC Solar May 2010 - October 2011
Green Fuel Technologies September 2008 - April 2010
John Hancock October 2004 - April 2008
Skills
New Business Development, Sales, Business Development, Sales Management, Marketing, Renewable Energy, Solar Energy, Product Development, Customer Service, Photovoltaics, Energy Efficiency, Salesforce.com, Start-ups, Alternative Energy, Pricing, Energy
Education
Roanoke College 2000 — 2004
BBA, Business, Finance, History
Roanoke College 2000 — 2004
Bachelor, Business Administration; Finance
Colorado Financial Group June 2014 - Present
John Hancock Financial Services November 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) October 2011 - November 2012
John Hancock May 2005 - October 2011
Skills
Actuarial Science, Fixed Annuities, Life Insurance, Financial Risk, Investments, Insurance, Risk Management, Portfolio Management, Financial Services, Retirement Planning, Reinsurance, Financial Analysis
Education
Northeastern University 2003 — 2008
B.S., Mathematics
Carolinas Healthcare System April 2011 - Present
John Hancock 1988 - 2005
Education
Northeastern University 1997 — 2002
BSBA, Business Administration
Staples November 2011 - Present
Boston Technologies Inc August 2010 - August 2011
State Street June 2009 - August 2010
American Student Assistance June 2008 - January 2009
American Student Assistance October 2005 - June 2008
John Hancock 2004 - 2005
Skills
Quality Assurance, Testing, SDLC, Quality Center, Test Planning, Software Documentation, Software Quality..., Microsoft SQL Server, Databases, Test Automation, Integration, Test Cases, Regression Testing
Education
Quinsigamond Community College 2003 — 2004
C++, Advance Microcomputers
College of Manufacturing Industry
BS, Mechanical Engineering and Manufacturing Technology
Vaucluse Partners March 2015 - Present
athenahealth June 2013 - March 2015
Wellington Management July 2010 - May 2013
Northeastern University September 2005 - May 2010
Novartis Vaccines and Diagnostics 2010 - 2010
John Hancock January 2009 - June 2009
EMC January 2008 - June 2008
John Hancock January 2007 - June 2007
Skills
Microsoft Office, Data Analysis, Access, SQL, Analysis, Bloomberg, Business Analysis, Microsoft Excel, HTML, Visio, PowerPoint, Microsoft Word, Project Management, SharePoint, Research, Outlook, SDLC, Financial Analysis, Oracle, Business Objects, Software Documentation, Java, Databases
Education
Northeastern University 2005 — 2010
Bachelor of Science, Management Information Systems, Finance
New York Life & MainStay Investments November 2010 - Present
John Hancock 2007 - 2009
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Financial Services, Wealth Management, Fixed Annuities, 401k, Financial Analysis, Portfolio Management, Insurance, Relationship Management, Sales Management
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
Wellington Management June 2008 - January 2009
LPL August 2007 - December 2007
John Hancock May 2006 - December 2006
Education
Northeastern University 2004 — 2009
Beacon Health Strategies August 2011 - Present
Local 34 Music 2008 - 2011
Aviva Life Insurance 2007 - 2009
John Hancock 2007 - 2007
Aviva Life Insurance 2004 - 2007
Skills
Customer Service, Management
Education
University of Massachusetts Boston 2008 — 2011
Bachelor's degree, Accounting
University of Notre Dame - Mendoza College of Business 2008 — 2008
Bentley University
Marketing/Marketing Management, General
Quincy College
Associates Degree in Business Administration 2003
Liberty Mutual May 2009 - Present
Pearl Meyer & Partners 2007 - 2009
MFS Investment Management July 2006 - January 2007
John Hancock July 2005 - January 2006
Education
Northeastern University 2002 — 2007
BSBA, Finance
John Hancock April 2008 - Present
Equity Office Properties 2006 - 2008
Skills
Asset Managment, Contract Negotiation, Property Management, Asset Management, Real Estate Development, Real Estate, Leases, Facilities Management, Real Estate Economics, Lease Administration, Lease Negotiations, Customer Service, Contract Management, Due Diligence, Budgets, Microsoft Excel
Education
Northeastern University
Bachelor's degree, Industrial Technology
LibertasMD September 2011 - October 2014
Precision Capital Advisors January 2013 - December 2013
Halyard Securities June 2011 - August 2011
Tower Lane Partners, LLC September 2009 - February 2011
John Hancock July 2002 - March 2009
J&W Seligman February 1995 - December 2001
Skills
Working with Seniors, Business Development, Selling, Business, Relationship Management, Sales Operations, Sales, Consulting, Management, Marketing
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Bachelor's Degree, History
Sallie Mae February 2009 - Present
Caseworker February 2009 - Present
Highland Regional High School November 2007 - Present
John Hancock July 2008 - November 2008
Sallie Mae July 2007 - May 2008
Rider University September 2005 - May 2007
RV Tech Service January 2001 - January 2004
Education
Rider University 2002 — 2007
Bachelors, Sociology and Psychology
Rider University
Bachelor, Liberal Arts and Science; Sociology; Criminal Justice
John Hancock January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - May 2012
Manulife Financial April 2011 - October 2011
Manulife Financial September 2008 - April 2010
John Hancock Life Insurance Company (U.S.A.) November 2006 - September 2008
John Hancock Life Insurance Company (U.S.A.) July 2000 - November 2006
Symcor June 1998 - July 2000
The Rockley Group 1996 - 1998
Interactive Media Group 1995 - 1996
Eli Lilly 1990 - 1995
Skills
Leadership Development, Organizational Change, Organizational..., Operations Leadership, Change Management, Adult learning, Training, Cross-cultural..., Executive Coaching, Strategy, Adult Education, Project Management, Operations Management, Staff Development, Talent Management, Process Improvement, Employee Engagement, Leadership, HRIS, Deferred Compensation, Program Management, Workshop Facilitation, Coaching, Succession Planning, Organizational..., Performance Management, Team Building, Career Development, Employee Training
Education
Royal Roads University 2013 — 2013
Graduate Certificate in Executive Coaching, Leadership and Executive Coaching
Royal Roads University 2010 — 2011
MA, Leadership
Ryerson University 1999 — 2003
Training and Development
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
Fidelity Investments April 2012 - Present
Credit Suisse July 2010 - December 2010
Northeastern University Student Value Fund September 2008 - April 2010
State Street June 2009 - January 2010
John Hancock June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BS
Accenture June 2015 - Present
John Hancock December 2010 - June 2015
John Hancock April 2007 - December 2010
CNN International March 2006 - April 2006
Turner Broadcasting System Europe Limited July 2005 - March 2006
Skills
Strategic Planning, Negotiation, Account Management, New Business Development, Marketing, Market Research, Sales, Product Development, Business Strategy, Consulting, Strategic Partnerships, Public Speaking, Marketing Strategy, Management, Analysis, Strategy, Process Improvement, Microsoft Office, Customer Service, CRM, Microsoft Excel, Team Building, Research
Education
DeVry University-Keller School of Management 2010 — 2012
Masters
Northeastern University 2002 — 2007
Bachelor of Arts
John Hancock Investments October 2013 - Present
John Hancock January 2009 - Present
Skills
Morningstar, Mutual Funds, Bloomberg, Analytics, Investments, Strategic Planning, Investment Strategies, Financial Analysis, Valuation, Fixed Income, Financial Modeling, Corporate Finance, Equities, Asset Allocation
Education
Northeastern University 2006 — 2011
Bachelor of Science in Finance and Accounting
Newton North 2001 — 2005
Natixis June 1999 - Present
John Hancock 1996 - 1999
Putnam Investments 1986 - 1996
Education
Providence College 1980 — 1984
BS, Marketing
Swampscott High School 1976 — 1980
Northeastern University January 2011 - Present
John Hancock January 2013 - May 2013
MetLife January 2012 - June 2012
Skills
Investigation, Fraud Investigations, Fire Safety, Microsoft Word, Microsoft Excel, LexisNexis, Analysis, Research
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Criminal Justice
Northeastern University 2009 — 2014
Bachelor of Science (BS), Psychology