John Hancock
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John Hancock Employees
LPL Financial July 2012 - Present
SunAmerica Financial Group March 2012 - July 2012
LPL July 2008 - March 2012
John Hancock September 2006 - July 2008
Skills
Series 6, Series 65, Series 63, Asset Management, Financial Planning, Insurance, Retirement Planning, Brokers, Strategic Planning, Asset Managment, Series 7
Education
The University of Connecticut 2003 — 2006
Bachelor's degree, Sociology and Business Administration
Springfield College 2002 — 2003
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Prudential Investments October 2012 - Present
Turner Investment Partners October 2009 - October 2012
John Hancock August 2000 - October 2009
Skills
High Net Worth..., Fixed Annuities, Alternative Investments, Hedge Funds, Series 7, Series 63, Mutual Funds, Financial Advisory, Investments, Equities, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management, Securities, Asset Management
Education
Skidmore College 1990 — 1994
BS, Business
Boston University January 2012 - Present
Boston University February 2010 - December 2011
Fidelity Investments, FMR Co 1997 - February 2010
John Hancock 1996 - 1997
MFS Investments 1994 - 1996
The Boston Company 1988 - 1994
Skills
Project Management, Project Planning, Business Analysis, Business Intelligence, Product Management, Data Modeling, Software Development, Integration, Management, Data Warehousing, Analysis, CRM, Business Process, Team Leadership, Team Building, Program Management, Oracle SQL, Data Integration, Client Liaison, Team Management, Teamwork, Virtual Teams, International Project..., Databases, Database Design, SQL, PL/SQL, Contract Negotiation, Content Management, Investment Strategies, SAP BW, Higher Education, Equity Research, Sailing, Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Analytics, Strategy, Leadership, Visio, IT Strategy, Vendor Management, Data Analysis, Consulting, ETL, Requirements Gathering, Enterprise Architecture, Business Process...
Education
Suffolk University - Sawyer School of Management 1992 — 1996
MBA, Computer Systems Concentration
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Blockstream October 2014 - Present
Dan's Plan May 2010 - October 2014
Consultant January 2012 - September 2014
AIG Investments April 2007 - May 2010
John Hancock June 2002 - April 2007
Double Twist, Inc January 2000 - March 2002
Deutsche Banc Alex. Brown June 1998 - January 2000
Skills
Financial Modeling, Financial Analysis, Business Development, Corporate Development, Debt Restructuring, Start-ups, Chartered Financial..., Strategy, Finance, Analysis, Management, Private Equity, Investments, Strategic Partnerships, Portfolio Management, Corporate Finance, Restructuring, Financial Reporting, Marketing, Mergers & Acquisitions, Venture Capital, CFA, Debt Origination, Fundraising
Education
Stanford University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
WealthQuest Financial Services LLC a division of Wall, Einhorn & Chernitzer January 2011 - Present
American Funds January 2005 - June 2009
John Hancock September 2002 - December 2004
Combined Insurance May 2001 - August 2002
ConnectMe Services March 2001 - January 2002
Skills
Project Management, CRM, Investments, Management, Mutual Funds, Sales, Portfolio Management, Insurance
Education
Strome College of Business 2006 — 2010
MBA, Business Administration
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science (BS), Financial Planning
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
John Hancock March 2002 - Present
State Street Bank August 1998 - February 2002
Skills
Business Analysis, Service Delivery..., Vendor Management, Disaster Recovery, Microsoft SQL Server, SDLC, ITIL, SharePoint, IT Service Management, Project Management, Active Directory, SQL, Performance Management, Quality Assurance, Service Delivery, System Monitoring, IT Asset Management, Software Documentation, IT Strategy, Requirements Gathering
Education
Suffolk University 1998 — 2002
BS, Information Technology
Bank of Montreal - IFL January 2015 - Present
M. Christou Consulting Inc. 2005 - Present
Bank of Montreal February 2014 - October 2014
Bank of Montreal May 2012 - February 2014
Bank of Montreal January 2012 - May 2012
Symcor June 2011 - November 2011
John Hancock January 2011 - May 2011
Bank of Montreal October 2010 - January 2011
Bank of Montreal August 2009 - October 2010
Bank of Montreal MasterCard January 2009 - August 2009
Skills
Project Management, Business Analysis, Negotiation, Integration, Vendor Management, Program Management, Change Management, MS Project, SDLC, Requirements Analysis, Requirements Gathering, PMO, Project Planning, Quality Assurance, CRM, SharePoint, Leadership, Management
Education
Ryerson University
Project Management
Vegas Ink and Toner January 2014 - Present
Audio Branding April 2013 - Present
Crest Hill Suites Hotel April 2012 - December 2012
Syracuse Convention and Visitors Bureau December 2011 - April 2012
Sinopoli & Sinopoli, CPA, PC 2009 - 2011
F.P. Kessler, Jr. & Associates 2000 - 2009
John Hancock January 1997 - September 2000
Black River Broadcasting January 1990 - January 1995
Skills
Voiceovers, Voice Acting, Sales Management, Sales Presentations, Public Relations, Event Planning, New Business Development, Public Speaking, Conversation, Seminars, fact-finding, Customer Service, Advertising, Media Relations, Networking, Business Networking, Membership Development, Member Relations, Membership, Marketing, Long-term Customer..., Customer Support, Relationship Management, Relationship Marketing, Building Relationships, Member of Toastmasters, Customer Retention, Events, Coordinating Events, Events Coordination, Coordinating Special..., Workshops, Workshop Facilitation, Professional..., Seminar Marketing, Business Development, Sales Operations, Small Business, Sales, Marketing Communications, Social Media Marketing, Event Management, Radio, Selling, Voice Over, Commercials, Marketing Strategy, Online Marketing, Relationship Building
Education
LeMoyne College 2007 — 2009
Master of Business Administration (MBA), Marketing
SUNY Oswego 1976 — 1980
Bachelor of Arts (BA), Political Science/History
LaSalle Sr High School 1972 — 1976
Baystate Financial 2009 - Present
Sun Life Financial 2006 - 2008
MetLife 2004 - 2006
MetLife 2000 - 2004
John Hancock 1995 - 2000
Allmerica Financial 1992 - 1995
Allmerica Financial 1989 - 1992
John Hancock 1985 - 1989
Skills
Fixed Annuities, Retirement, Insurance, Asset Allocation, Financial Services, Retirement Planning, Series 6, Mutual Funds, Wealth Management, Investments, Investment Advisory, Investment Strategies, Series 63, Series 24, 403 (b), Series 7
Education
Suffolk University - Sawyer School of Management
MBA, Finance
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
University of Massachusetts Dartmouth-Charlton College of Business
BS, Management
MomentFeed August 2014 - Present
Citrix Online January 2012 - August 2014
Citrix Online March 2008 - January 2012
Successfactors January 2004 - February 2008
Embarcadero Technologies 1998 - 2003
John Hancock 1994 - 1995
Skills
Sales Management, SaaS, Software Sales, Solution Selling, Salesforce.com, Consultative Selling, Direct Sales, Enterprise Software, Sales Process, B2B, Team Leadership, Leadership, Sales Presentations, Cold Calling, Selling, Professional Services, Sales Operations, Lead Generation, Strategy, New Business Development, Strategic Partnerships, Cross-functional Team..., Software Industry, Account Management, Cloud Computing, Marketing
Education
Saint Leo University 1992 — 1996
BA, Business Management
Maroevich, O'Shea & Coghlan Insurance August 2010 - Present
Marsh Private Client Services September 2005 - August 2010
State Farm Insurance September 2001 - August 2005
John Hancock 1998 - 2001
MPV Securities 1995 - 1998
Skills
Sales, Insurance, Real Estate, Leadership, Employee Benefits, Management, New Business Development, Selling, Small Business, Risk Management, Liability, Commercial Insurance, Coaching, Team Building, General Insurance, Professional Liability, Strategic Planning, Customer Service, Account Management, Entrepreneurship, Property & Casualty...
Education
SUNY New Paltz
Retirement Plan Advisory Services, LLC (RPAS) January 2011 - Present
John Hancock January 1997 - April 2010
USI Consulting, Stanwich Benefit Group, William M. Mercer, Inc, Diversified Investment Advisors May 1983 - July 1996
Skills
Retirement, Retirement Planning, 401k, Series 7, Annuities, Investments, Asset Allocation, Retirement Plan..., ERISA, Wealth Management, Employee Benefits, Pensions, Analysis, Life Insurance, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities
Education
State University of New York at Oswego 1978 — 1982
B.S., Business Administration
Ossining HS 1974 — 1978
State Farm April 2015 - Present
Minnesota Life January 2013 - December 2014
Hartford Life December 2007 - January 2013
John Hancock 2004 - 2007
Skills
Fixed Annuities, Life Insurance, Series 7, Management, Microsoft Office, Lotus Notes, Insurance, Troubleshooting, Annuities, Solution Selling, Cross Selling, Value Selling, Enterprise Solution..., Strategic Partnerships, Sales, Sales Operations, Direct Sales, Salesforce.com, Sales Presentations, Channel Partners, Channel Sales, Sales Channel..., Contract Negotiation, Term Life Insurance, Permanent Life Insurance, Universal Life, Individual Life, Insurance Marketing, Sales Management, Presentation Skills, Client Presentation, Sales Process, Sales Prospecting, New Business Development, Series 6, Disability Insurance, Long-term Care, Financial Planning, Selling, Retirement Planning
Education
Schiller International University 1995 — 1997
Bachelor of Business Administration (BBA), International Business
Shandong University 1995 — 1995
Bachelor of Business Administration in International Business
John Hancock February 2009 - Present
Principal Financial Group January 2007 - February 2009
Putnam Investments 1997 - 2002
Education
Saint Anselm College
Ericsson March 2015 - Present
FleetCor Technologies, Inc. December 2012 - January 2015
Prommis Solutions, LLC June 2010 - December 2012
bowdenbarge productions October 2008 - October 2011
Prommis Solutions March 2009 - June 2010
John Hancock August 2007 - November 2008
Skills
Financial Analysis, Data Analysis, Analysis, Process Improvement, Project Management, Business Analysis, Risk Management, Financial Modeling, Microsoft Excel, Budgets, Forecasting, Vendor Management, Cross-functional Team..., Business Process, Strategic Planning, SharePoint, Microsoft Office, Management, Financial Reporting, SDLC, Business Intelligence, Research, PowerPoint, Requirements Analysis, Finance, Project Planning, Management Consulting, Negotiation, Software Documentation, Business Process..., Operations Management, Six Sigma, Analytics, Contract Negotiation, Access, Team Building, Microsoft Word, Strategy, Change Management, Business Strategy, Team Leadership, Accounting, Leadership, Program Management, Training, Visio, Insurance, Customer Service, CRM, MS Project
Education
Georgia Institute of Technology - Georgia Tech College of Management 2011 — 2014
MBA, Operations, 4.0
Sewanee-The University of the South 2003 — 2007
BS, Mathematics, Magna Cum Laude
The Westminster Schools 1990 — 2003
Rockland Trust Financial Services April 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments July 2004 - March 2007
Fidelity Investments October 1998 - July 2004
John Hancock 1996 - 1998
Skills
Investments, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Portfolio Management, Variable Annuities, Fixed Annuities, Equities, Fixed Income, 401k, CRM, Financial Services, Investment Management, Securities, Sales, Strategic Financial..., Insurance, Pensions, Financial Planning
Education
Stonehill College 1988 — 1992
Coyle & Cassidy HS 1984 — 1988
CBRE June 2013 - Present
Deloitte & Touche November 2010 - June 2013
John Hancock September 2007 - October 2010
John Hancock June 2006 - September 2007
John Hancock June 2005 - June 2006
Skills
Mutual Funds, Series 7, Financial Analysis, Financial Modeling, Financial Services, Asset Management, Life Insurance, Retirement Planning, Asset Allocation, Retirement, Securities, Risk Management, Leadership, Investments
Education
Saint Anselm College 2001 — 2005
Bachelor of Science, Business Management
Community School of Naples 1997 — 2001
Forrester Research July 2015 - Present
Beth Israel Deaconess Medical Center September 2014 - June 2015
Manulife Asset Management January 2014 - September 2014
John Hancock June 2008 - January 2014
Old Mutual Asset Management October 2006 - June 2008
Melick, Porter & Shea, LLP February 2006 - October 2006
Zwicker & Associates, P.C. June 2003 - February 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Travel Arrangements, Customer Service, Lotus Notes
Education
Salem State University 2000 — 2003
Bachelor of Science (BS)
Globoforce June 2013 - Present
Synygy July 2012 - June 2013
Kaplan Professional and Compliance Solutions January 2009 - July 2012
JP Morgan Chase October 2005 - September 2008
Citizens Bank June 2003 - October 2005
John Hancock 1996 - 2003
Skills
New Business Development, Sales, Account Management, SaaS, Enterprise Software, Strategy, Competitive Analysis, Direct Sales, Selling, Management, Process Improvement, Outsourcing, Leadership, Training, Product Development, Customer Retention, Solution Selling, Sales Operations, Negotiation, Performance Management, Finance, Vendor Management, Analytics, Business Process...
Education
Saint Joseph's University
Bachelors of Science, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
Masters of Science, International Marketing
John Hancock Financial Services March 2013 - Present
John Hancock October 2004 - Present
Manulife Financial 2002 - 2004
Manulife Financial 2000 - 2002
Skills
Project Management, Vendor Management, Management, Strategic Planning, Requirements Gathering, Business Analysis, Program Management, Leadership, Strategy, Business Process, CRM, IT Strategy
Education
York University - Schulich School of Business 1999 — 2000
Masters Certificate in Project Management
Ryerson University 1985 — 1989
BA, Business
BeWell360° 2009 - Present
Hotel Association of Los Angeles 2008 - Present
Be Well, Inc. January 2000 - Present
Beach House Hotel and Spa 2000 - Present
Independant Consultant September 1998 - January 2000
John Hancock July 1997 - August 1998
Putnam Investments January 1996 - July 1997
Skills
Team Building, Holistic Health, Strategic Planning, Coaching, Wellness, Yoga, Meditation, Therapeutic Massage, Healing, Social Networking, Spa, Marketing, Energy Healing, Beauty Industry, Customer Service, Personal Development, Public Relations, Entrepreneurship, Management, Lifestyle Coaching, Healthcare, Relaxation, Small Business, Treatment, Teaching, Stress, Chronic Pain, Aromatherapy, Training, Wellbeing, Leadership Development, Skin Care, Event Planning, Marketing Strategy, Sales Management, Nutrition, Event Management, Hotels, Public Speaking, Fitness, Personal Training, Stress Management, Wellness Coaching, Social Media, Reiki, Lifestyle, Swedish, Leadership, Consulting
Education
San Francisco State University 1993 — 1995
BA, Psychology
University of Portland 1991 — 1993
Psychology, Philosophy
Pentegra Retirement Services January 2013 - Present
Transamerica Retirement Services December 2008 - January 2013
John Hancock June 2006 - December 2008
John Hancock June 2001 - June 2006
Manulife Financial September 1998 - June 2001
401(k) Administrators of the Carolinas May 1994 - August 1998
Skills
Qualified Retirement..., 401k, Asset Allocation, Investment Strategies, Employee Benefits, Sales Presentations, Fiduciary Management, Morningstar, Market Analysis, Relius Administration, Larkspur, ERISA Plan Design, Cash Balance Plans
Education
Stanford University Graduate School of Business 2013 — 2013
University of North Carolina at Greensboro 1991 — 1993
MA, Applied Economics
University of North Carolina at Asheville 1987 — 1991
BA, Economics
North Mecklenburg High School 1985 — 1987
PTC July 2015 - Present
PTC April 2009 - Present
Parametric Technology Corporation 2009 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 1995 - August 2005
State Street Management 1992 - 1995
John Hancock 1989 - 1992
Skills
Integration, VMware, Litigation Support, Virtualization, Cross-functional Team..., Windows Server, Microsoft Exchange, Strategy, Active Directory, Servers, Project Management, Telecommunications, IT Operations, Cloud Computing, Enterprise Software, Vendor Management, Enterprise Architecture, SDLC
Education
Saint Leo University 2001 — 2005
BA, Management Information Systems
Central New England College 1986 — 1989
AA, Management Information Systems
Staples March 2014 - Present
Staples June 2010 - March 2014
Staples, Inc. August 2009 - June 2010
American Realty Capital April 2008 - March 2009
John Hancock June 2007 - April 2008
Boston Capital October 2005 - May 2007
Ameriprise Financial Advisors August 2004 - October 2005
Skills
Sales, Marketing Strategy, Sales Operations, Management, Selling, Training, Customer Service, Public Speaking, Salesforce.com, Time Management, Sales Management, Account Management, Marketing, Cold Calling, New Business Development, Call Centers, Microsoft Office, Microsoft Excel, Direct Sales, Customer Satisfaction, Team Building, Strategic Planning, Contract Negotiation, Sales Process, Leadership, Retail, Forecasting, Sales Presentations, B2B, Strategy, Process Improvement, Cross-functional Team..., Business Development, Customer Retention, CRM, Project Management
Education
Salve Regina University 2000 — 2004
BS Marketing
educator, librarian, rehab counselor, social worker social worker September 1963 - Present
VA Medical Center Hospital September 1982 - May 1983
John Hancock June 1981 - March 1982
Boston University School of Theology August 1980 - June 1981
Conway Public School System August 1977 - June 1978
City & County of San Francisco Dept of Social Services January 1965 - September 1965
University of California Medical Center SF 1963 - 1965
Skills
Certified teacher K-12, Certified Librarian..., Certified Rehab..., Wellness, Health, Fitness, Coaching, Management, Program Management, Community Outreach
Education
Ultimate Medical Academy, INC 1999 — 2003
certification, ALF Training
University of Denver 1982 — 1983
MA, School of Librarianship & Information Management
Univ of Me. / Univ of NH 1969 — 1970
M'Ed, Student Personnel Services/Counseling
Simmons College 1959 — 1963
BS, nursing-psychologial measurements
John Hancock March 2010 - Present
PricewaterhouseCoopers July 2007 - March 2010
Education
Stonehill College
University of Massachusetts Boston
Service Objects March 2015 - Present
Curvature December 2010 - November 2011
John Hancock 2006 - 2010
Skills
Microsoft Office, Salesforce.com, CCNA, Cisco Technologies, Solution Selling, Sales Management, Customer Service, Account Management, Direct Sales, Unified Communications
Education
University of California, Santa Cruz 1994 — 1996
B.A., Psychology
University of California, Santa Cruz 1994 — 1996
Bachelor of Arts (B.A.), Psychology
Santa Barbara City College
Santa Barbara City College
Santa Barbara City College
Santa Barbara City College
Santa Barbara City College
NFP Corporate Services (NY) May 2015 - Present
EBS Capstone Financial October 2012 - February 2015
John Hancock May 2011 - September 2012
The Angell Pension Group December 2009 - October 2010
Financial Engines June 2007 - November 2008
Principal Financial Group 2005 - 2007
Principal Financial Group 2003 - 2005
Skills
Qualified Retirement..., 401k, 403 b, Defined Benefit, Non-Qualified Deferred..., Financial Services, Mutual Funds, Investments, Retirement, Retirement Planning, Relationship Management, Series 63, Series 7, Series 65, Insurance, Employee Benefits, Investment Education
Education
Saint Anselm College 1988 — 1992
John Hancock September 1998 - Present
Skills
Retirement Planning, Series 63, 401k, Mutual Funds, Pensions, Asset Allocation, Retirement, Series 7, Series 6, Financial Services, Investments, Investment Advisory, Wealth Management
Education
Stetson University 1992 — 1996
Bachelor's degree, Marketing
Massachusetts Institute of Technology (MIT) May 2015 - Present
Northeastern University January 2013 - May 2015
MIT Lincoln Laboratory December 2009 - May 2015
Worcester Historical Museum - Research Library February 2010 - May 2010
Center for Lowell History October 2009 - January 2010
Gallagher Koster September 2007 - December 2009
SunLife Financial August 2004 - September 2007
John Hancock January 2004 - August 2004
New England Aquarium June 2003 - November 2003
Academy of Natural Sciences October 2001 - May 2003
Skills
Customer Service, Insurance, Microsoft Office, Research, PowerPoint, Word, Writing, Editing, Excel, Photoshop, Social Media, Customer Relations, Outlook, HTML, Data Analysis, Data Entry, CSS, Problem Solving, Documentation, Microsoft Word, Microsoft Excel, Software Documentation, Library Science, Cataloging, Metadata, Management, Library, Archives, Information Retrieval, Records Management, Academic Libraries, Knowledge Management, Information Management, Special Collections
Education
Simmons College 2008 — 2011
Master, Library and Information Science
Temple University 1999 — 2003
Bachelor of Arts, Communications
John Hancock 1979 - 1991
Skills
Banking, Computer Science, Project Management
Education
Salem State College
Bachelor of Science Business Administration
Longfellow Benefits, a Division of Gallagher Benefit Services, Inc. March 2011 - Present
John Hancock March 2010 - March 2011
Tucker & Shepley June 2008 - March 2010
Skills
Employee Benefits, ERISA, Insurance, Coaching, Leadership, Underwriting, Retirement Planning, Health Insurance, Disability Insurance, Workers Compensation, Process Improvement, Defined Benefit, Benefits Administration, Healthcare, Finance, Executive Pay, Long-term Care, Health Savings Accounts, College Recruiting, Analysis, COBRA, Retirement, Brokers, Term Life Insurance, Life Insurance, 401k, Pensions, Health Care Reform, Mutual Funds, Deferred Compensation, Medicare, Financial Services
Education
Saint Anselm College 2004 — 2008
B.A., History
Mount Alvernia High School 2001 — 2004
Wellington Management June 2012 - Present
Wellington Management May 2009 - June 2012
Wellington Management August 2005 - May 2009
IBM July 2003 - July 2005
John Hancock November 1998 - July 2003
Houghton Mifflin Company January 1985 - November 1998
Lechmere September 1982 - January 1985
Essexbank August 1981 - September 1982
Skills
Business Continuity, Disaster Recovery, Vendor Management, Staff Management, Technology Planning, Unix, IT Strategy, Budgets, Data Center, Change Management, SDLC, IT Management, Integration, System Administration, Infrastructure, Solaris, Troubleshooting, Servers, IT Operations, IT Service Management, Cloud Computing, Enterprise Architecture, System Deployment, Team Management, Enterprise Software, Service Delivery, Windows Server, Networking, ITIL, Virtualization, VMware, Security
Education
Saint Michael's College 1976 — 1980
BA
Visa November 2014 - Present
Kaiser Permanente September 2013 - September 2014
Rabobank October 2010 - August 2011
East West Bank November 2009 - July 2010
United Commercial Bank August 1997 - March 2010
Kaiser Permanente 1997 - 1997
GE Capital Computer Leasing 1991 - 1996
John Hancock 1989 - 1991
Genstar Container Corp 1987 - 1989
SBC 1986 - 1987
Skills
Data Warehousing, Business Intelligence, Management, Databases, Analysis, Requirements Gathering, Project Management, Business Analysis, Business Objects, Tableau, Informatica, ETL, Leadership, Data Analysis, Master Data Management, Data Governance, IT Management, Team Leadership, Team Building, Testing, Business Process, SDLC, Data Modeling, SharePoint, Requirements Analysis, Vendor Management, Data Profiling, Database Design, Data Migration, Oracle, Integration, SQL, Systems Analysis, Data Cleaning, Software Documentation, Banking, Disaster Recovery, Software Project..., Critical Thinking, Analytic Problem Solving, Information Governance, Strategic Analytics, Business Analytics, User Acceptance Testing, Business Requirements, Data Center, IT Project & Program..., Business Process..., Computer Systems...
Education
San Francisco State University, College of Business 1987 — 2005
BS
San Francisco State University, College of Business 1987 — 2005
BS
MIB, Inc. October 2005 - Present
John Hancock 1999 - 2005
Massachusetts Casualty Ins Co 1995 - 1999
Mutual of New York 1985 - 1990
Skills
Risk Management, Strategic Planning, Underwriting, SDLC, Disability Insurance, Process Improvement, Insurance, Program Management, Employee Benefits, Life Insurance, Health Insurance, Team Building, Project Management, Reinsurance
Education
SUNY Cortland
Innovative Financial Group February 1995 - Present
John Hancock Financial Services May 1992 - February 1995
John Hancock October 1985 - May 1992
Better Business Equipment March 1985 - October 1985
International Business Machines March 1982 - March 1985
Education
University of Tennessee-Knoxville 1979 — 1982
B.A., economics
Southern Methodist University 1977 — 1979
business
Montgomery Bell Academy 1970 — 1977
College Preparatory
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
CUNA Mutual Group February 2011 - Present
JOHN HANCOCK January 2008 - October 2009
AIG January 2007 - September 2007
HARTFORD LIFE April 1998 - January 2007
Skills
Fixed Annuities
Education
Southern Illinois University, Carbondale
Marketing
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - April 2013
John Hancock November 2007 - October 2010
JPMorganChase 2004 - 2007
Skills
SDLC, Business Requirements, PMP, Vendor Management, Requirements Gathering, CMM, Resource Management, Software Project..., User Acceptance Testing, Business Analysis, Visio, Business Process..., Requirements Analysis, MS Project, IT Strategy, Data Warehousing, Systems Analysis, PMO, Software Development, IT Management, Governance
Education
Springfield College 1982 — 1986
BS, Business Administration and Management, General
Appro International, Inc. April 2008 - Present
Equity Zone Mortgage October 2005 - March 2008
Mass Mutual August 2001 - September 2005
John Hancock February 1999 - August 2001
Education
San Jose State University 1998 — 2001
Business, Finance
Winter Park Dodge January 2009 - Present
MidWest Properties January 2001 - June 2008
MECCA January 2000 - January 2001
John Hancock June 1988 - January 2000
Daytona Beach Community College August 1988 - August 1990
Volusia County Schools August 1986 - May 1988
Education
University of Florida 1983 — 1986
BA, Education
Santa Fe Community College 1982 — 1983
AA, Data Processing
Freelance, self-employed June 2015 - Present
Asulia Foods September 2012 - Present
The Huffington Post September 2013 - Present
Jack Morton Worldwide June 2015 - August 2015
Bank of America August 2007 - May 2012
John Hancock October 2006 - August 2007
The Wilson House June 2005 - July 2006
John Hancock Financial Services June 2005 - December 2005
America Reads/America Counts January 2003 - May 2004
Education
Suffolk University
BS
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration
Governo Law Firm LLC June 2000 - Present
John Hancock 1999 - 2000
Skills
Toxic Tort, Product Liability, Litigation, Asbestos Litigation, Class Actions, Trial Practice, Appeals, Trials, Environmental Awareness, Torts, Civil Litigation, Commercial Litigation, Personal Injury, Wrongful Death, Personal Injury..., Insurance Law, Depositions, Environmental Law, Legal Advice, Construction Law, Litigation Management, Defense, Asbestos, Premises Liability..., Liability Analysis, Courts, Business Litigation, Legal Writing, Professional Malpractice, Bad Faith, Mediation
Education
Suffolk University Law School 1996 — 1999
Doctor of Law (JD), Law
Suffolk University 1992 — 1996
BS, Legal Argument Communications
Bedford High School 1988 — 1992
Diploma
Brass Ring Financial Solutions February 2015 - Present
Freelance TV Production March 2004 - Present
Insurance Designers of Kansas City 2004 - Present
Nationwide Provident 2002 - 2003
Provident Mutual 2001 - 2003
John Hancock 1998 - 2001
THE BOYLE GROUP, INC. January 1995 - May 1998
John Hancock 1979 - 1991
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Marketing, Sales, Long-term Care, Management, Financial Planning, Sports Marketing, Sports, Broadcast Television, Television, Football, Baseball, Statistics, Team Building, Public Speaking, Strategic Planning, Social Media, Financial Services
Education
The American College 1980 — 1989
CLU, Advanced Life Insurance Planning Strategies
The American College 1980 — 1989
ChFC, Financial Counsel and Financial Services
Saint Xavier University 1976 — 1979
B.A., Criminal Justice
University of Illinois - Chicago 1975 — 1976
Evergreen Park Community High School 1971 — 1975
BBVA Compass March 2014 - September 2014
John Hancock October 2006 - April 2013
Aviva 2005 - 2007
Protective Life 1996 - 2004
Skills
Financial Services, Requirements Analysis, Requirements Gathering, Program Management, Lotus Notes, SharePoint, Strategic Planning, Software Documentation, Fixed Annuities, CRM, Customer Service, Management, IT Strategy, Analysis, Project Portfolio..., PMO
Education
State University of New York College at Oswego 1984 — 1988
BA, Communications
State University of New York College at Oswego
Bachelor of Arts (B.A.)
Synergy Legal Inc. October 2013 - Present
Community Church Of Chapel Hill January 2012 - January 2015
SBTDC January 2013 - April 2013
Weber Law, L.L.C. May 2012 - August 2012
Elwyn, Inc December 2009 - August 2010
Susquehannock High School January 2009 - June 2009
John Hancock December 2007 - March 2008
First Investors Corporation May 2007 - August 2007
Skills
Strategy, Start-ups, Entrepreneurship, Legal Writing, Program Management, Research, Intellectual Property, Spanish, Commercial Litigation, Time Management, Access, Business Planning, Legal Research, Teaching, Westlaw, Healthcare, Public Policy, Policy Analysis, Litigation, Nonprofits
Education
University of North Carolina at Chapel Hill 2010 — 2013
J.D.
Saint Joseph's University
Bachelor of Arts, Economics and Latin
University of North Carolina School of Law
Juris Doctor
Montrose School July 2014 - Present
Montrose School September 2010 - Present
Waltham Public Schools September 2009 - December 2009
Hill Holliday January 2008 - May 2009
John Hancock September 2007 - December 2007
Skills
Growth Strategies, Marketing Strategy, High Technical Aptitude, Writing, English, Public Speaking, Oral Communication, Microsoft Office, Marketing, News Writing, Marketing Communications, Team Management, Account Management, Internal Communications, Interviewing Skills, Project Management, PowerPoint, Skilled Multi-tasker, Editing, Instructors, Problem Solving, Public Relations, International Relations, International Education, International Marketing, Conflict Management, Collaborative Problem..., Collaborative..., Proofreading, Organization Skills, Product Display, Customer Support, Teaching, Process Improvement, Microsoft Word, Instagram, Adobe Creative Suite, Technological..., Parents, Creative Writing, International Admissions, Presentation Skills, Technical Presentations, Project Coordination, Event Planning, Event Management, Teamwork, Social Media, Research, Curriculum Design
Education
Universidad de Alcalá 2010 — 2010
Certificate, Spanish
Saint Anselm College 2003 — 2007
BA, English
SCIO Health Analytics May 2013 - April 2014
Navisite August 2012 - May 2013
Lionbridge June 2011 - August 2012
Health Dialog July 2008 - May 2011
Health Dialog, Inc March 2005 - July 2008
McKesson Health Solutions July 2001 - January 2005
Digitas February 2000 - July 2001
John Hancock July 1998 - 2000
Baystate Computer Group July 1997 - July 1998
Boston Medical Center January 1994 - July 1997
Skills
ITIL, ISO 27001, Desktop Support, Help Desk Management, Production Support, Data Center, Vendor Management, Business Continuity, Disaster Recovery, Mentoring, Career Development, End User Training, Process Management, Process Improvement, Process Development, Career Management, Help Desk Support, Security, Technical Support, Process Simulation, Project Management, Management, Leadership, Active Directory, System Administration, SharePoint, Troubleshooting, Virtualization, Servers, VMware, Training, Program Management, Account Management, IT Strategy, Outsourcing, Project Planning, Storage, Change Management, Cloud Computing, Enterprise Software, IT Operations, Strategy, Call Centers, Information Technology, Software Documentation, Information Security, Infrastructure, IT Service Management, Visio, Team Building
Education
Salem State College 1981 — 1984
Bachelor of Science
Revere High School
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
John Hancock Financial Services August 2015 - Present
John Hancock Life Insurance Company (U.S.A.) March 2010 - August 2015
Internet & PC Consultant January 2006 - December 2012
John Hancock November 2007 - March 2010
Leanta Books, LLC June 2006 - November 2007
PC Connection January 2006 - May 2006
Circuit City September 2003 - November 2005
Skills
SDLC, Business Analysis, Systems Analysis, Troubleshooting, Quality Assurance, Process Improvement, Analysis, Project Management, Fixed Annuities, Test Planning, Mutual Funds, Mainframe, Financial Services, Requirements Gathering, Visio, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, SQL, Data Analysis
Education
Southern New Hampshire University 2011 — 2015
Bachelor’s Degree, Business Information Systems, 3.894
ITT-Technical Institute Online 2007 — 2009
Systems Administration (Associates), Information Technology
Thrivent Financial April 2012 - Present
John Hancock January 2006 - April 2012
Skills
Retirement, Succession Planning, Long Term Care, Retirement Planning
Education
Kaplan School for Certified Financial Planning 2011 — 2012
CFP
St. Cloud State University 2001 — 2005
Marketing, sales, marketing
Boston University September 2014 - Present
Boston University July 2013 - Present
Collet Communications, LLC November 2004 - Present
Harvard Law School January 2010 - July 2013
Life is good January 2008 - September 2008
Boston University June 2007 - January 2008
Boston University March 2005 - June 2007
John Hancock July 1992 - November 2004
Skills
Marketing Communications, Corporate Communications, Brand Communication, Event Management, Social Media Marketing, Media Relations, Public Relations, Social Media, Community Relations, Sponsorship, Sports, New Media, Event Planning, Strategic Communications, Communications Strategy, Internal Communications, Press Releases, Writing, Integrated Marketing, Non-profits, Marketing Strategy, Crisis Communications, Advertising, Editing, Event Marketing, Strategic Planning, Sports Marketing, Newsletters, Brand Development, Social Networking, Publicity, Budget Management, Digital Marketing, Direct Marketing, Crisis Management, Research, Brand Awareness, Higher Education, Budgets, Nonprofits, Publishing, Leadership, Video, Strategic Partnerships, Community Outreach, Creative Direction, Facebook, Television, Content Strategy, Blogging
Education
Harvard Law School Program on Negotiation 2013 — 2013
Program on Negotiation, Negotiation
Suffolk University Law School 1992 — 1996
JD, Law
Simmons College 1984 — 1988
BA, Political Science
Brookline High School 1980 — 1984
Harvard Law School
Certification, Mediation
USXpress Inc April 2010 - Present
4Elements Inc. February 2008 - February 2010
John Hancock June 2006 - February 2008
C.H. Robinson Worldwide, Inc. May 2005 - May 2006
Bisk Education October 2004 - March 2005
Skills
Account Management, Management, Customer Service, Cold Calling, Operations Management, Logistics, Negotiation, Transportation, Supply Chain
Education
Saint Leo University 1999 — 2004
Bachelors, Marketing / Minor - Management
John Carroll High School 1995 — 1999
Accenture October 2014 - Present
DentaQuest May 2014 - October 2014
Harvard Business School March 2012 - May 2014
GE- Electric Insurance Company August 2005 - March 2012
John Hancock June 2004 - August 2005
Storage Tek May 2003 - June 2004
Skills
Data Warehousing, Business Intelligence, Data Integration, Quality Center, Informatica, ETL, Business Objects, Oracle, SDLC, Data Warehouse..., Data Modeling, Agile Methodologies, Master Data Management, SSIS, SSRS, Data Quality, Database Design, T-SQL, Dimensional Modeling, Databases, DB2, Business Intelligence..., Salesforce.com, Requirements Analysis, Teradata, Microsoft SQL Server
Education
Shippensburg University of Pennsylvania 2000 — 2002
Master of Science (MS), Computer Science
sri vidya higher secondary school
Downey Insurance Agency, Inc. October 1995 - Present
Aronson Insurance 1993 - 1995
Carlin Insurance 1988 - 1993
John Hancock 1972 - 1987
Skills
Insurance, Property & Casualty..., Customer Service, Accounting, Payroll, Accounts Payable, Accounts Receivable, Claim, Invoicing, Account Reconciliation, Human Resources, General Ledger, Accounts...
Education
Brighton High
Simmons College - Simmons School of Management
Financial Accounting and Communications in Management
Southern Farm Bureau September 2001 - Present
Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance 2001 - Present
Invest Financial 2010 - 2010
Cellular Technics June 1997 - September 2001
Florida Army National Guard May 1993 - May 1999
John Hancock 1998 - 1999
Skills
Specializing in all..., Home insurance, Auto insurance, Life insurance, Asset Protection, Property & Casualty..., Term Life Insurance, Long-term Care, Commercial Insurance, Disability Insurance, Whole Life, Fixed Annuities, Health Insurance, General Insurance, Workers Compensation, Legal Liability, Casualty, Liability, Underwriting, Insurance, Homeowners, Life Insurance, Commercial Lines, Long Term Care Insurance, Renters, Inland Marine, Professional Liability, Claim, Retirement, Umbrella Insurance, Universal Life, Employment Practices...
Education
Saint Leo University 1993 — 1999
BA, BUSINESS ADMIN
Saint Leo University 1996 — 1998
Bachelor's degree, Business
Mutual of Omaha February 2006 - Present
Rotary Club of Woodbridge, CT January 2006 - July 2009
Mutual of Omaha January 2004 - February 2006
Mutual of Omaha January 2002 - January 2004
Mutual of Omaha May 1997 - January 2002
U.S. Navy Reserve December 1979 - January 2001
Mutual of Omaha May 1995 - May 1997
John Hancock 1984 - 1994
Skills
Insurance, Fixed Annuities, Disability Insurance, Leadership, Long-term Care, Life Insurance, Sales, Sales Management, Retirement Planning, Health Insurance, Training, Term Life Insurance, Financial Planners, Estate Planning, Retirement, Employee Benefits, Medicare, Small Business, Brokers, Underwriting, Whole Life, Critical Illness, Leadership Development, Risk Management, Strategic Leadership, Integrity
Education
Officer Candidate School, Newport, RI 1979 — 1980
Commander, US Navy Reserve, Surface Warfare
Saint Vincent College 1975 — 1979
B.S., Political Science / English
Bethel Park Senior High School 1971 — 1975
American Dental Partners September 2013 - Present
John Hancock November 2008 - September 2013
John Hancock February 2007 - November 2008
John Hancock January 2005 - February 2007
Oxford International June 2004 - December 2004
Skills
Employee Benefits, Applicant Tracking..., Financial Services, Temporary Placement, Data Analysis, Customer Service, Deferred Compensation, Microsoft Word, Financial Analysis, Interviews, Talent Management
Education
Stonehill College 2000 — 2004
Vestmark June 2008 - Present
VASCO Data Security International March 2007 - May 2008
ACI Worldwide (FKA P&H Solutions) October 2006 - March 2007
P&H Solutions January 1999 - October 2006
State Street Bank and Trust October 1993 - August 1997
Multitrak Software Development Company 1991 - 1993
John Hancock 1984 - 1987
Skills
Enterprise Software, SaaS, Product Management, Salesforce.com, Cloud Computing, Financial Services, Business Analysis, Solution Selling, CRM, Integration, Vendor Management, Business Development, Program Management, Account Management, Project Management, Cross-functional Team..., Agile Methodologies, Strategy, Process Improvement, PMP, Strategic Partnerships, Business Process..., Business Process
Education
Salem State University 2006 — 2007
Certificate, Certified Financial Planner
Salem State College 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Salem State University 1977 — 1982
Karr & Boucher PLLC January 2008 - Present
The Stride Rite Corporation April 2003 - January 2008
John Hancock 1998 - 2003
Ernst &Young LLP December 1995 - June 1997
Skills
Forecasting, Financial Analysis
Education
Southern New Hampshire University 1995 — 1996
MS, Accounting
University of New Hampshire 1987 — 1991
BA, Communications
Beacon Financial Group August 2002 - Present
ING 1999 - 2002
John Hancock 1992 - January 1999
Education
The Retirement Advisor University in collaboration with UCLA Anderson School of Mgmt. Exec. Educ. 2011 — 2012
C(k)P
Saint Anselm College 1988 — 1992
Bachelor of Arts (BA)
John Hancock November 2005 - Present
Education
Stonehill College 1993 — 1997
BA, Communication
Fidelity Investments March 2013 - Present
Fidelity Investments August 2008 - March 2013
Fidelity Investments July 2006 - August 2008
Fidelity Investments March 1999 - July 2006
John Hancock 1998 - 1999
Milliman and Robertson 1996 - 1998
Skills
Requirements Gathering, Business Analysis, SDLC, Analysis, Testing Practices, Systems, Project Management, Program Management, Project Planning, RAID, Change Management, P&L Budget Management, Capacity Planning, Blaze Advisor, Agile Methodologies, Software Project..., Strategy
Education
Southern New Hampshire University 2003 — 2005
MBA, Masters of Business Administration Concentration in Information Technology
Worcester Polytechnic Institute 1995 — 1999
Bachelor of Science, Actuarial Science
Manchester Central High School 1991 — 1995
Fidelity Investments May 2008 - Present
John Hancock September 2002 - April 2008
Education
Saint Anselm College 1997 — 2001
Toyota Financial Services October 2013 - Present
Toyota Financial Services May 2011 - October 2013
Toyota Financial Services February 1998 - May 2011
john hancock May 1997 - December 1997
NAPA 1988 - 1996
Skills
Credit, Forecasting, Credit Analysis, Credit Risk, Finance, Process Improvement, Financial Analysis, Customer Satisfaction, Risk Management, Customer Retention, Loans, Automotive, Portfolio Management, Team Building, Negotiation
Education
Salem State College 1994 — 1997
Bachelor's degree, Accounting and Finance
University of Massachusetts, Amherst
John Hancock August 2006 - Present
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA/MSA, Accounting
Saint Michael's College 2002 — 2006
FAA October 2009 - Present
Discovery Communications April 2004 - September 2009
webMethods 2000 - 2004
Thomson Financial April 1995 - April 2000
Executive Allliance 1994 - 1995
The Massachusetts Company 1987 - 1994
John Hancock 1984 - 1987
Education
The George Washington University 1980 — 1982
MPA, Public Administration
State University of New York College at Cortland 1977 — 1980
BSE, Education
John Hancock January 2001 - Present
Skills
Employee Benefits, Wealth Management, Life Insurance, Business Analysis, Sales
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Office Administration - Executive
Regina Pacis Catholic High School 1991 — 1995
HSD
John Hancock USA Manager, Contracts and ComplianceJohn Hancock2006 - Present
Manulife 1993 - Present
Manulife/John Hancock 2006 - 2008
John Hancock September 2003 - January 2006
Education
Ryerson University
Blue Cross Blue Shield of Massachusetts December 2012 - Present
Fidelity Investments November 2006 - September 2012
John Hancock 1999 - 2006
Electric Insurance Company 1990 - 1997
Skills
MS Project, Excel,..., SharePoint, Spaces, SDLC and Agile project..., SDLC, MS Project, Visio, Agile Project Management, SharePoint, Project Management, Information Technology, Management, Business Process..., Integration, Analysis, Cross-functional Team..., Operations Management, Project Portfolio...
Education
Salem State College 1985 — 1991
MBA, Master of Business Administration
PharMerica January 2012 - Present
Vitera Healthcare Solutions September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Healthcare September 2005 - January 2012
Sage Software 2005 - November 2011
Veterans Administration January 2005 - August 2005
John Hancock August 2001 - August 2004
Bear Stearns June 2000 - March 2001
Xerox November 1997 - March 2000
Skills
Quality Assurance, Web Applications, Software Quality..., SDLC, User Acceptance Testing, Test Planning, Software Documentation, Testing, Software Project..., Requirements Analysis, Regression Testing, Test Cases, Scrum, Visio, Software Implementation, Test Automation, System Testing, Team Building, Agile Methodologies, Process Improvement, Quality Center, Microsoft SQL Server, Siebel
Education
State University of New York College at Plattsburgh 1989 — 1994
Bachelor of Science (BS), Psychology
University of East Anglia, University of Louisville
Berkshire Bank April 2014 - Present
Berkshire Bank March 2012 - March 2014
Berkshire Bank March 2011 - March 2012
John Hancock June 2008 - March 2011
Army National Guard April 2000 - April 2009
State Street Corp August 2005 - June 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Finance, Financial Accounting, Vendor Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Accounting
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (BA), English
John Hancock Retirement Plan Services December 2014 - Present
AFC Pensions, Inc. April 2014 - December 2014
Sentinel Benefits & Financial Group November 2011 - April 2014
The Hartford January 2010 - November 2011
Standard Insurance Company September 2003 - August 2009
Standard Insurance Company 2003 - 2006
Boston Financial Data Services December 2001 - November 2003
Trustar Retirement Services August 2001 - December 2001
John Hancock September 2000 - July 2001
MetLife Financial Services April 2000 - September 2000
Skills
401k, ERISA, Retirement, Customer Relations, Pensions, Excel, Microsoft Office, Plan Design, Outlook, Profit Sharing, Compliance, Benefits Administration, Defined Contribution, Employee Benefits, Business Planning, Defined Benefit, Form 5500 preparation, Series 6, Financial Advisory, Pension Administration, Series 63, Mutual Funds, Customer Service, Qualified Retirement..., 403 b, Retirement Plan..., Qualified Domestic..., Retirement Benefits, Microsoft Excel
Education
Saint Anselm College 1989 — 1993
BA
St. Mary's High School 1985 — 1989
John Hancock Financial Services 1999 - 2004
John Hancock 1974 - 2004
Education
Smith College
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock August 2009 - October 2011
John Hancock July 2006 - August 2009
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, Organizational Behavior
Saint Michael's College 2002 — 2006
BS, Accounting & Business
John Hancock June 2004 - Present
Venture 2003 - 2003
Eagle Investment Systems 2001 - 2003
JP Morgan Chase 1993 - 2001
State Street Bank 1992 - 1993
Skills
Mutual Funds, Fund Administration, Financial Services, Securities, Bloomberg, Fixed Income, Investments, Equities, Asset Management, Alternative Investments, Fund Accounting, Derivatives, Hedge Funds
Education
Salem State College 1987 — 1991
Private Investment Firm 2015 - Present
Pvt. Healthcare 2014 - 2015
IBM 2012 - 2014
IBM 2008 - 2012
IBM 2003 - 2008
John Hancock 1999 - 2003
Pfizer 1997 - 1999
Skills
Business Continuity..., IT Strategy, Risk Management, Vendor Management, Service Delivery, Disaster Recovery, ITIL, Business Process..., Leadership, Enterprise Architecture, Infrastructure, Business Analysis, Program Management, IT Service Management, Business Intelligence, Security, Budgets, Project Management
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA
Sur La Table December 2012 - Present
Auguste Escoffier School of Culinary Arts April 2012 - January 2013
American Express Business Travel June 2010 - June 2011
Einstein Travel April 2005 - April 2010
Einstein Travel January 2005 - April 2010
Moviegoods/ Acumen Entertainment January 2009 - January 2010
Moviegoods 2009 - 2010
jOHN HANCOCK 1997 - 1998
Skills
Sales Management, Customer Service, Pastry, Baking, Food Service, Food Safety, Teaching Skills, Direct Sales, Team Building, Event Planning, Sales, Culinary Skills, Cooking, Marketing, Coaching, New Business Development, Food, Business Strategy, Microsoft Office, Public Speaking, Public Relations, Cold Calling, Merchandising, Telephone Skills, Data Entry, Cakes, Email Marketing, Direct Marketing, Training, Retail, Catering, Social Networking, Event Management, Budgets, Marketing Strategy, Small Business, Social Media Marketing, Social Media, Leadership, Team Leadership, Entrepreneurship, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Purchasing, Bakery, Gourmet, Recipes, Menu Development
Education
Auguste Escoffier School of Culinary Arts 2011 — 2012
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
San Antonio College
AA, Education
John Hancock Marketer AssociatePrincipal Financial GroupJune 2005 - July 2007
Best Buy August 2004 - June 2005
Education
University of Phoenix 2006 — 2008
BA, Marketing
Simpson College 2003 — 2005
Environmental Biology
MassMutual Financial Group February 2014 - Present
Mass Mutual Life Insurance Company October 2009 - Present
John Hancock January 2002 - August 2007
John Hancock January 2000 - 2002
John Hancock Financial Services 1998 - 2000
Skills
Product Development, Insurance, Financial Services, Business Analysis, Financial Reporting, Management, Marketing, Mergers, Mutual Funds, Product Management, Sales, Sales Operations, Strategic Planning, Risk Management, Start-ups
Education
State University of New York College at Brockport 1982 — 1986
Crestwood Advisors LLC July 2013 - Present
John Hancock October 2011 - July 2013
The Kraematon Group, Inc. April 2009 - October 2011
John Hancock November 2007 - March 2009
Skills
Asset Allocation, Equity Research Analysis, Fixed Income Analysis, Macroeconomics, Financial Analysis, Investment Advisory, Investments, Portfolio Management, Due Diligence
Education
St. John's High School
Suffolk University - Sawyer School of Management
BSBA, Finance, Communications
IBM Global Services April 2009 - Present
IBM Global Services July 2003 - Present
IBM 2003 - Present
John Hancock May 1987 - July 2003
Education
Salem State University 1984 — 1987
Bank of America 2005 - Present
Supreme Dream Photography 2003 - Present
Countrywide Home Loans 2004 - 2010
Cingular Wireless October 1997 - May 2005
John Hancock August 1996 - August 1997
Skills
Call Center, Vendor Management, Workforce Management, Customer Experience, Process Improvement, Operations Management, Strategic Planning, Change Management, Cross-functional Team..., Business Analysis, Team Building, Project Management, Leadership, Telecommunications, Program Management, Call Centers, CRM, Business Process...
Education
University of Phoenix 2002 — 2004
MBA, eBusiness
Stephen F. Austin State University 1992 — 1996
BBA, Major-Marketing, Minor-Management
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock October 2006 - September 2011
John Hancock Life Insurance Company (U.S.A.) 2006 - September 2011
Skills
Mutual Funds
Education
Harvard University Extension Graduate School 2009 — 2013
Stonehill College 2002 — 2006
Bachelor's degree, Psychology and Art History
Fresenius Medical Care April 2006 - Present
John Hancock August 2002 - April 2006
Skills
Avaya, VoIP, Telecommunications, Troubleshooting, Disaster Recovery, Vendor Management, Customer Service, Process Improvement, Software Documentation
Education
Southern New Hampshire University 1995 — 1999
John Hancock
Skills
Mutual Funds, Business Analysis, Financial Services, Vendor Management, SDLC, Process Improvement, Risk Management, PMO, Project Management, Business Process..., Management
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA
University of Massachusetts, Amherst 1987 — 1991
John Hancock November 2001 - Present
Education
University of New Brunswick 1974 — 1979
MA, BA, Psychology
Saint Mary's University 1971 — 1973
Psychology
Katherine Gibbs School 1968 — 1969
1 Year program with distinction, Executive Secretarial
John Hancock Investment Advisor RepresentativeJohn Hancock Financial NetworkApril 1995 - Present
Education
Seton Hall University 1975 — 1979
TIAA-CREF June 2015 - Present
Freelance Marketing - TIAA CREF May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2009 - May 2012
John Hancock Annuities September 2008 - October 2009
John Hancock 2003 - 2008
Skills
Marketing Strategy, Mutual Funds, Email Marketing, Project Management, Marketing, Marketing Communications, Financial Services
Education
Suffolk University - Sawyer Business School 2005 — 2008
Western Connecticut State University 1998 — 2003
Bachelors, Accounting
MFS Investment Management November 2014 - Present
John Hancock October 1990 - November 2014
Education
Simmons College 1986 — 1990
Bachelors, Finance
Edgewater Technology July 2013 - Present
John Hancock August 2008 - June 2013
Sun Life Financial August 2004 - August 2008
Sun Life Financial October 2002 - August 2004
Sun Life Financial February 2002 - October 2002
Skills
Insurance, Analysis, Microsoft Office, Customer Relations, Customer Service, Word, Excel, PowerPoint, Sales Management, Process Improvement, Sales Support, Marketing, Life Insurance, Sales Operations, Salesforce.com, Sales, Microsoft Excel, Management
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Masters of Business Administration (MBA), Business Administration and Management, General
Wheaton College (MA) 1996 — 2000
BA, Policial Science
John Hancock August 2006 - Present
Nuveen Investments 2004 - 2006
Fisher Investments 1999 - 2004
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Securities, Asset Management, Series 6, Separately Managed..., Retirement Planning, Equities, Investment Advisory, Series 24, 401k, ETFs, FINRA, Financial Services, Retirement, Series 65
Education
University of California, Berkeley - Walter A. Haas School of Business
IMCA Certified Investment Management Analyst Program
Saint Bonaventure University 1983 — 1987
BBA, Marketing
Scotiabank April 2011 - Present
Healthcare of Ontario Pension Plan January 2010 - February 2011
Thomson Carswell October 2004 - May 2010
John Hancock April 2001 - October 2004
Skills
SDLC, Requirements Gathering, Business Process, Change Management, Business Requirements, Requirements Analysis, Process Improvement, Program Management, Vendor Management, Business Analysis, PMO, Software Project..., Project Management, Agile Methodologies, PMP, MS Project, Project Delivery, SQL, .NET, Microsoft SQL Server, Resource Management, Management, Software Development, Visio, IT Strategy, Project Portfolio..., SharePoint, Enterprise Architecture, Integration, IT Management, Solution Architecture, Information Technology, Systems Analysis, Business Intelligence, Software Documentation
Education
Southern New Hampshire University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Marsh Private Client Life Insurance Services November 2008 - Present
Marsh 2008 - Present
John Hancock December 2005 - February 2008
New York Life June 2002 - November 2004
New York Life April 1987 - June 2002
Education
Southeast Missouri State University
New Horizons Computer Learning Center July 2009 - August 2010
New Horizons of Boston July 2009 - August 2010
CompuWorks Systems, Inc. February 2008 - June 2009
John Hancock 1985 - 2006
John Hancock Financial Services 1985 - 2006
John Hancock Life Insurance 1985 - 2006
Education
Simmons College 1980 — 1982
Saugus High 1967 — 1970
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services August 2013 - April 2014
John Hancock Financial Services October 2008 - August 2013
John Hancock May 2005 - September 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Financial Modeling, Microsoft Office, Financial Accounting, Auditing, Financial Reporting, SEC filings, US GAAP
Education
Suffolk University 2001 — 2005
BSBA, Finance
Arlington Catholic HS
John Hancock September 2008 - Present
State Street January 2007 - September 2008
Education
Suffolk University - Sawyer Business School
Bachelor's, Business Administration
Elliot Hospital April 2015 - Present
Rivier University February 2010 - April 2015
Celerant Consulting June 2008 - February 2010
Southern New Hampshire University September 2004 - May 2008
Northeast Delta Dental September 2007 - April 2008
John Hancock May 2007 - August 2007
Skills
FMLA, Benefits Administration, Workers Compensation, Wellness, Employee Benefits, Employee Relations, HRIS, New Hire Orientations, Human Resources, Recruiting, Customer Service, Organizational..., Problem Solving, Training, Talent Management, Microsoft Excel, Performance Management, Public Speaking, Strategic Planning, Leadership, Social Media, Microsoft Office, Policy, Onboarding, Non-profits, ADP Payroll, Change Management, PowerPoint, Personnel Management, Microsoft Word, College Recruiting, I-9 Compliance, Event Planning, Payroll, Team Building, Succession Planning, Program Management, Conflict Resolution, Employee Engagement, Talent Acquisition, Background Checks, Organizational..., Resume Writing, Leadership Development, PeopleSoft, Process Improvement, Deferred Compensation, Coaching, Career Development, Applicant Tracking...
Education
Rivier University 2010 — 2012
Master of Business Administration (MBA), 3.958
Southern New Hampshire University 2004 — 2008
B.S., Business Administration, Human Resources, 3.7
JA Howe 1997 - Present
jahowe.com 2010 - Present
helium.com 2007 - 2010
www.helium.com 2007 - 2010
John Hancock 2001 - 2004
Higgins Armory 2001 - 2003
K.Bennett.Howe (self-employed) 1993 - 1996
Skills
Young Adult Literature, Research, Science Fiction, Books, Editing, Technical Writing, Programming, game development, worldbuilding, Copy Editing, Poetry, Freelance Writing, Ghostwriting, World Building, Creative Writing, Non-fiction, Publishing, Game Development, Storytelling, Short Stories, Proofreading, Blogging
Education
Simmons College 1996 — 2000
BA, Sociology of Health
Lewis and Clark Community College October 2012 - Present
Rouzell Porter represented by TalentPlus January 2009 - Present
Lewis and Clark Community College February 2012 - October 2012
Rouzell Porter Mortgage Review January 2009 - October 2012
Local Reach St. Louis February 2011 - May 2011
CitiMortgage May 2007 - December 2008
CitiMortgage November 2003 - April 2007
CitiMortgage September 1997 - November 2003
John Hancock March 1994 - September 1997
Skills
Mortgage Lending, Loans, Social Media Marketing, Loan Origination, Sales, Real Estate, FHA, New Business Development, Training, Management, Program Management, Public Speaking, Online Marketing, Sales Management, Residential Homes
Education
Saint Louis University 2001 — 2003
Masters, International Business
SIU-E 1991 — 1993
BS, Political Science
John Hancock Financial Services January 2013 - Present
John Hancock 2003 - December 2012
John Hancock 2001 - 2003
John Hancock 1999 - 2001
John Hancock 1998 - 1999
John Hancock 1997 - 1998
John Hancock 1996 - 1997
Skills
Retirement, Asset Allocation, Relationship Management, Investments, Mutual Funds, Pensions, Retirement Planning, 401k, Securities, Series 63, Business Analysis, Process Improvement, Series 6, Project Management, SDLC, Investment Management, Risk Management, Wealth Management, Financial Services, Financial Modeling, FINRA, Leadership, Portfolio Management, Alternative Investments, Insurance, Investment Advisory, Asset Management, Management, Back Office, Bloomberg
Education
Stonehill College 1992 — 1996
Bachelor of Arts (B.A.)
TD May 2015 - Present
TD Bank May 2013 - Present
TD May 2013 - Present
Delhaize Group January 2010 - February 2013
Hannaford Bros. Co. 2000 - 2010
Hannaford Bros. Co. 1995 - 2000
G.H. Bass and Co. February 1990 - March 1995
John Hancock January 1988 - May 1990
metlife financial 1986 - 1988
Skills
Cisco IOS, Cisco Technologies, PCI DSS, Security, Information Security, CCNA, Firewalls, DNS, TCP/IP, Network Security, Windows Server, Wireless Networking, CISSP, Information Technology, Information Security..., Virtualization, Disaster Recovery, Troubleshooting, Data Center, Networking, WAN, Routers, Switches, VPN, IT Strategy, Security Architecture..., DHCP, Hardware, Enterprise Architecture, IPS, Cisco Wireless
Education
Suffolk University - Sawyer Business School 1983 — 1987
bsba, computer information systems
Suffolk University 1982 — 1986
bsba, computer information systems
Federal Reserve Bank of Boston March 2014 - Present
John Hancock 2009 - 2014
KPMG 2005 - 2009
Investors Bank & Trust 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Skills
Auditing, Accounting, Financial Risk, Tax, Financial Services, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, Financial Reporting, Internal Audit, GAAP, Financial Analysis, Financial Accounting, External Audit, Enterprise Risk..., Quality Auditing, Sarbanes-Oxley, IFRS
Education
Villanova University 1994 — 1998
Bachelor of Science (BS), Accounting
Wellesley High School 1992 — 1994
General, General
St. John's High School 1990 — 1992
General, General
Suffolk University
Master of Business Administration (MBA)
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2011 - Present
John Hancock May 2006 - October 2010
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Retirement, Financial Services, 401k, Investments, Asset Allocation, Securities, Wealth Management, Variable Annuities, Relationship Management, Investment Strategies, Fixed Income, Portfolio Management, Sales, Wealth
Education
Southern Connecticut State University
Vanguard February 2015 - Present
The Vanguard Group January 2004 - February 2015
John Hancock 2001 - 2003
Skills
Insurance, Series 63, Retirement Planning, Retirement
Education
Shippensburg University of Pennsylvania 1996 — 2001
John Hancock January 1996 - Present
Skills
SDLC, Business Analysis, Fixed Income, Financial Services, SharePoint, Essbase, Crystal Reports, Business Requirements, Visio, Data Warehousing, Requirements Analysis, Cognos
Education
Salem State University 1976 — 1979
BS, Accounting
Salem State College 1975 — 1979
Bachelor of Business Administration (BBA)
Fidelity Investments March 1995 - November 2008
PNC Global Investment Servicing October 1988 - March 1995
Stone & Webster September 1987 - September 1988
COMPUTER ASSOCIATES April 1985 - September 1987
John Hancock July 1983 - 1985
Massachusetts Air National Guard March 1979 - January 1983
USAF December 1972 - March 1979
Skills
SDLC, Oracle, Unix, MVS, COBOL, Visio
Education
Suffolk University - Sawyer Business School 1982 — 1983
mba
Suffolk University - Sawyer Business School 1980 — 1982
bsba
Malden High School 1968 — 1970
Bright Horizons October 2012 - Present
Janus Capital Group June 2010 - March 2011
Putnam Investments February 1999 - August 2007
John Hancock August 1996 - July 1998
Putnam Investments November 1986 - July 1996
Skills
Mutual Funds, Business Intelligence, CRM, Strategy, 401k, Financial Services, Series 7, Analysis, Project Management, Management, Business Process..., Databases, Business Planning, Data Warehousing
Education
State University of New York College at Oswego 1982 — 1986
BS, Business Administration
Oceanos May 2008 - Present
John Hancock February 2006 - May 2008
Federated Investors June 2002 - February 2006
Putnam Investments September 1996 - June 2002
Skills
Marketing Strategy, Email Marketing, Lead Generation, Direct Marketing, Demand Generation, Integrated Marketing, Analysis, B2B Marketing, B2B, Program Management, Marketing, Customer Acquisition, Strategic Planning, Competitive Analysis, Digital Marketing, Management, Salesforce.com, Analytics, Market Research, Web Analytics, Strategy, Marketing Communications, Online Marketing, E-commerce, Online Advertising
Education
Simmons College 1992 — 1996
Bachelor of Arts, Economic and Finance
PNC March 2014 - Present
PNC July 2007 - March 2014
Aegon Equity Group August 2005 - June 2007
John Hancock March 2002 - June 2005
Aegon Equity Group October 2000 - March 2002
Lincoln Financial Advisors 1994 - 2000
Skills
SDLC, COBOL, SharePoint, Requirements Gathering, Business Analysis, Databases, CRM, Visio, Business Requirements, Vendor Management, CICS, TSO, Data Warehousing, Software Project..., Business Process, Enterprise Architecture, Systems Analysis, Leadership, SQL, Management, Requirements Analysis, Software Documentation, Business Intelligence, Analytics, Testing, DB2, Siebel, Web Applications, ALM, Oracle CRM, ServiceNow
Education
Spertus Institute for Jewish Learning and Leadership 2006 — 2010
PhD, Doctor of Science in Judaic Studies
Seminary 2001 — 2006
MA, Masters of Judaic Studies
Wheaton College 1989 — 1993
BS, Mathematics
Wheaton College 1989 — 1993
BA, Economics
Dayton Christian
Woodbury Financial Services July 2010 - Present
E.I.P., Inc. July 2010 - Present
ADP July 2009 - July 2010
John Hancock August 2008 - March 2009
John Hancock July 2006 - July 2008
Skills
Series 6, Series 63, Series 65, 401k, Securities, FINRA, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Series 7, Employee Benefits, Financial Services, Insurance, Investments
Education
Sonoma State University 2002 — 2006
BS, Business Marketing
Tamalpais High School 1999 — 2002
NIA Group LLC Benefits SpecialistMarsh McLennan AgencyJanuary 2010 - Present
Provident Mutual January 2005 - December 2008
John Hancock January 1982 - January 1984
John Hancock NYC Group Sales Office 1980 - December 1983
Skills
Health Savings Accounts, Employee Benefits
Education
Stony Brook University
BA, History, Secondary Education
Coach November 2013 - Present
York Harbor Inn, York, Maine November 1973 - May 2010
John Hancock Mutual Life Insurance Company 1980 - 2010
John Hancock Financial Services 1980 - 2008
John Hancock Life Insurance Company (U.S.A.) 1975 - 2007
John Hancock 1967 - 2007
Skills
Onboarding, Employee Benefits, Recruiting, Temporary Placement, Customer Service, Talent Management, HRIS, Talent Acquisition, Employee Relations, Deferred Compensation, Performance Management, Human Resources, Succession Planning, Interviews, New Hire Orientations, College Recruiting, Employee Engagement
Education
Simmons College 1989 — 1993
Bachelor's degree, Sociology
Contech Engineered Solutions June 2014 - Present
UnitedHealthcare July 2012 - June 2014
John Hancock November 2005 - July 2012
Aviva Life Insurance Company September 2002 - May 2005
Skills
Project Management, Business Analysis, Software Project..., Visio, Requirements Gathering, SDLC, Vendor Management, Business Requirements, Project Planning, Requirements Analysis
Education
Stonehill College 1993 — 1997
Bachelor's degree, Communications
Rodan + Fields March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - Present
John Hancock December 2007 - November 2010
John Hancock Financial Network/Signator Investors Inc February 2006 - December 2007
John Hancock November 2004 - February 2006
Skills
Insurance, Lotus Notes, Securities, Microsoft Excel, Marketing, Outlook, Spreadsheets, PowerPoint, Customer Service, Microsoft Word, Quicken, Travel Arrangements, Advertising, Brand Management, Mutual Funds, FINRA, Call Center
Education
Southern New Hampshire University 2007 — 2013
Bachelors of Science, Business Administration
University of New Hampshire 1994 — 1996
Associates, Small Business Management
The Nielsen Company QA LeadNielsen Media Research2003 - 2007
John Hancock 2001 - 2003
GE 1995 - 2001
GTECC 1990 - 1995
GTE 1990 - 1995
Verizon 1990 - 1995
Education
University of South Florida 1984 — 1986
BA, Accounting
St. Petersburg College 1982 — 1984
AA, Business
Seminole High School 1978 — 1982
Diploma, pre-college
Sloss Weiner Marketing Consulting Group November 2011 - Present
The Value Quotient January 2009 - November 2011
MassMutual April 2006 - September 2008
John Hancock February 2000 - April 2006
Union Bank of California 1990 - 2000
Bank of California (merged w/Union Bank) 1990 - 1993
Skills
Integrated Marketing, Small Business, Social Media Marketing, Relationship Management, Marketing, Social Media
Education
San Jose State University
B.A., Journalism
Symetra August 2012 - Present
John Hancock February 2002 - July 2012
Skills
Disability Insurance, Estate Planning, Financial Advisory, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Term Life Insurance, Fixed Annuities, Insurance
Education
Stony Brook University
DST Retirement Solutions October 2012 - Present
Fidelity Investments October 2003 - June 2012
Mellon HR Solutions April 2000 - October 2003
John Hancock November 1998 - April 2000
Putnam Investments June 1995 - November 1998
CIGNA Corporation February 1994 - June 1995
Skills
401k, Mutual Funds, Retirement, Employee Benefits, Vendor Management, CRM, Financial Services, Process Improvement, Relationship Management, Series 6, Access, Insurance
Education
Southern Connecticut State University 1988 — 1993
BS, Business Management
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Bank of America January 2010 - Present
Bay Area Legal Services December 2008 - Present
Family Care Provider July 2007 - January 2009
BarBri of Florida October 2006 - July 2007
Offices of the Judges of Compensation Claims 2005 - 2005
John Hancock June 2003 - July 2004
Education
St. Thomas University School of Law 2004 — 2007
J.D.
University of South Florida 1999 — 2003
B.A., Psychology, Communications (Minor)
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
John Hancock October 2008 - Present
John Hancock August 2005 - October 2008
CIBER, Inc. September 2004 - August 2005
Skills
Business Analysis, SDLC, Vendor Management, Requirements Gathering, Requirements Analysis, Visio, Project Management, Process Improvement, Lotus Notes, Systems Analysis, Software Documentation, Program Management, MS Project, Integration, Analysis, SharePoint, PMP, Business Requirements, Microsoft Project
Education
Simmons College - Simmons School of Management 2000 — 2002
MBA, Business
MassMutual Financial Group April 2010 - Present
MassMutual Financial Group 2007 - April 2010
MassMutual Financial Group 2004 - 2007
MassMutual Financial Group 1999 - 2004
John Hancock 1996 - 1998
Filene's Basement 1995 - 1996
Kmart Corporation 1994 - 1995
Skills
Disability Insurance, Liability, Workers Compensation, Claim, Employee Benefits, Retirement, Insurance, Life Insurance, Underwriting, Health Insurance, Long-term Care, Risk Management, Claims Management
Education
State University of New York College at Oneonta
BA, Liberal Arts
Lincoln Financial Distributors February 2009 - Present
SunAmerica 2003 - 2009
AIG SunAmerica Retirement Markets, Inc. 2003 - 2009
Protective Life 2000 - 2003
John Hancock 1997 - 2000
Skills
Series 7, Series 6, Series 63, Retirement Planning, Separately Managed..., Mutual Funds, Retirement, 401k, Annuities, Wholesaling, Wealth Management, Investments, Variable Annuities, Financial Advisory, Insurance, Annuity, Asset Allocation, Securities
Education
Salve Regina University 1990 — 1994
BS, Marketing and Finance
Barnstable High School
Barnstable High School
Covidien May 2001 - Present
Massachusetts College of Pharmacy and Health Sciences September 2000 - May 2001
John Hancock May 2000 - September 2000
Skills
Medical Devices, Competitive Intelligence, SharePoint, Market Research, Strategic Planning, Process Improvement, Leadership, Public Relations, Biotechnology, Competitive Analysis, Windows, Research, Financial Analysis, Data Analysis, Customer Service
Education
Simmons College 1999 — 2000
Masters, Library and Information Science
University of Utah 1996 — 1999
MA, French Literature
University of Utah
Bachelors Degree, French
Idearc Media February 1983 - December 2008
Verizon February 1983 - December 2008
Lahey Clinic 1980 - 1983
John Hancock 1977 - 1980
Education
Simmons College 1973 — 1977
BS, Mathematic, Finance
John Hancock July 2006 - Present
EH Publishing February 2004 - July 2006
Inc. Magazine October 1999 - July 2003
Skills
Series 6, Series 63, Retirement Planning, Defined Benefit, Series 7, Investment Advisory, 401k, Financial Services, Marketing Communications, Awarded the Claritas®..., Mutual Funds, FINRA, Series 65, Defined Contribution, Retirement, Fixed Annuities
Education
Simmons College 1995 — 1999
B.A., Sociology
Transamerica March 2011 - Present
John Hancock 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2007 - May 2010
Skills
Insurance, Life Insurance, Underwriting
Education
Simmons College 1967 — 1971
Bachelor's degree, Englisg, B
Simmons
Elisg
John Hancock
Skills
Social Services, Healthcare
Education
Simmons College
Master of Social Work (MSW), Social Work
Simmons College-School of Social Work