John Hancock Annuities
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John Hancock Annuities Employees
Prudential Investments April 2014 - Present
TS Capital, LLC December 2011 - April 2014
John Hancock Annuities June 2011 - November 2011
John Hancock Funds October 2007 - June 2011
Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services
Education
Bowdoin College 2002 — 2006
B.A., Economics and Government/Legal Studies
Belmont Hill School 1998 — 2002
OPUS 111 Group November 2011 - Present
John Hancock Annuities 1994 - November 2011
Manulife/ John Hancock 1994 - November 2011
Skills
Wholesaling, Annuity, Series 63, Series 6, Series 7, Annuities, Retirement, Series 24, Investments, Insurance, Securities, Mutual Funds, Fixed Annuities, Estate Planning, Wealth, Retirement Planning, Financial Services
Education
Central Washington University 1966 — 1970
BA, Education
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
Bracebridge Capital, LLC January 2013 - Present
Wellington Management May 2011 - January 2013
Epic Media Group February 2010 - April 2011
John Hancock Annuities September 2007 - December 2009
John Hancock Life Insurance Company (U.S.A.) September 2007 - March 2008
Burlington Medical Associates June 2000 - July 2007
CSTV/Atlantic September 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst
Bachelor of Science, Sports Management
Lowe's Companies, Inc. January 2013 - Present
Lowe's Companies, Inc. January 2013 - Present
GEX Inc April 2011 - November 2012
Elsevier September 2006 - June 2009
American Council for Independent Studies September 2005 - December 2005
John Hancock Annuities June 2005 - September 2005
Jaffe and Associates, Inc. September 1997 - February 2005
Skills
Academic Publishing, Editorial, Writing, Customer Service, Advertising, Publications, Marketing, Creative Writing, Management, Copywriting, Content Development, Facebook, Social Media Marketing, Publishing, Copy Editing, Editing, Project Management
Education
Monmouth College
BA, Government
Akamai Technologies May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock Annuities August 2006 - November 2011
John Hancock Life Insurance Company (U.S.A.) March 2006 - August 2006
Skills
SQL Server, Silverpop, Vignette, Brightcove, Omniture, HTML, Web Strategy, Email Marketing, Web Analytics, Online Marketing, Web Content Management, Web Project Management, Integrated Marketing, Digital Marketing, Web Development, Radian6, SEO, SMO, Social Media, Social Media Marketing, User Experience, Marketing Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
BS, Business Administration
John Hancock Annuities March 2008 - December 2013
John Hancock March 2008 - December 2011
john hancock 2008 - 2011
KNFT/ John Hancock Annuities October 2007 - March 2008
IKEA February 2006 - October 2007
Veritude/ MIT Copy Tech September 2005 - November 2005
Hollister Inc June 2005 - August 2005
ID Staffing Solutions February 2005 - April 2005
Crotched Mountain Rehabilitation Center January 2004 - May 2004
Colgate Cleveland Library Learning Center January 2002 - May 2004
Skills
Customer Service, Analysis, Compliance, Credit, Word, Human Relations, Computer Literate, Mac OS X, Annuities, Internet, Research, Access, Microsoft Office, Microsoft Excel, PowerPoint, Training, Social Media, Management, Employee Benefits, Leadership, Insurance, Public Speaking, Event Planning, Microsoft Word
Education
Colby Sawyer College 2000 — 2004
Bachelor of Science (BS), Child Development
Colby Sawyer College 2000 — 2004
Bachelor of Science, Child
Sharon High School 1996 — 2000
Degree, Standard
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
Nuance Communications October 2010 - Present
NaviNet May 2009 - October 2010
Verisk HealthCare June 2008 - March 2009
DxCG Inc. February 2002 - June 2008
Synapsys Technologies 2001 - 2002
Breakaway 1999 - 2001
Breakaway Solutions 1999 - 2001
John Hancock Annuities 1998 - 1999
Synquiry Technologies January 1998 - June 1998
IBM 1997 - 1998
Skills
Software Development, Business Intelligence, Distributed Systems, Software Engineering, SaaS, Agile Methodologies, Enterprise Architecture, IT Strategy, Cloud Computing, Software Project..., System Architecture, .NET, SOA, Application Architecture, C#, Android Development, NoSQL, MongoDB, Hadoop, DICOM
Education
Boston University 1990 — 1993
MS
University of Massachusetts Dartmouth 1985 — 1989
BS
Eastwick September 2015 - Present
Eastwick July 2014 - August 2015
Eastwick February 2013 - July 2014
SocialxDesign August 2012 - June 2013
Eastwick January 2011 - February 2013
John Hancock Annuities January 2010 - December 2010
The Patriot Ledger June 2008 - December 2008
Skills
Graphic Design, Photography, Flash, InDesign, Information Graphics, Advertising, Illustration, Illustrator, Infographics, After Effects, Brochures, Marketing Communications, Photoshop, Videography, Social Media Marketing, Social Media, Graphics, Integrated Marketing, Multimedia, Blogging, Marketing, PowerPoint, Digital Designs, Print Publication Design, Motion Graphic Design, Public Relations, Adobe Creative Suite, WordPress, Creative Direction, Typography, Project Management, Art Direction, Presentation Design, Copy Editing, Logo Design, Visual Communication, Web Design, Email Newsletter Design, Newsletter Production, Writing, Image Editing, Video Editing, Keynote, Portrait Photography, Collaborative Problem..., Team Management, Account Management, Creative Problem Solving, Studio Photography, Managing Project Budgets
Education
Northeastern University 2006 — 2011
Bachelors, Graphic Design, Photography
Leonardtown High School 2002 — 2006
John Hancock Funds May 2013 - Present
John Hancock Funds, LLC February 2012 - Present
John Hancock Annuities May 2010 - February 2012
John Hancock Life Insurance Company (U.S.A.) September 2007 - May 2010
Skills
Series 6, Business Development, Fixed Annuities, Relationship Management, Sales Process, Series 63, Mutual Funds, Variable Annuities, Financial Services, Life Insurance, Finance, Financial Advisory, Financial Planning
Education
University of New Hampshire 2002 — 2007
Economics, Business
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
John Hancock Funds September 2010 - February 2013
John Hancock Annuities June 2008 - September 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - June 2008
Skills
Series 6, Series 7, Series 63, MA Life, Mutual Funds, Annuities, 529 Plans, 401k, Fixed Annuities, Retirement, Retirement Planning, Securities, Investments, Separately Managed..., Asset Allocation
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Investments
Lafayette College 2003 — 2007
BA, Business and Economics
Lawrence Academy 1999 — 2003
High School
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
John Hancock Financial Services March 2013 - Present
John Hancock Annuities August 1998 - March 2013
CSC Consulting October 1997 - August 1998
ONTOS Inc., Lowell, Massachusetts November 1996 - October 1997
Boston Edison Company March 1989 - November 1996
Ceramics Process Systems May 1987 - March 1989
Skills
UML, BizTalk, Application Roadmap, Software Engineering, Solution Architecture, Application Architecture, Visual Studio, C++, Visual Basic, J2EE, Websphere, .NET, Web Applications, OOAD, MOM, SOA, SQL, Eclipse, C#, Applications, Java Enterprise Edition, IIS, Integration, Architecture, SOAP, Web Services, Enterprise Architecture, Agile Methodologies, Software Development, Microsoft SQL Server, Message Oriented..., ETL, Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Software Project..., Requirements Gathering, Testing, Databases, Enterprise Software, Software Documentation, Systems Analysis, Business Requirements, Architectures, Software Design
Education
Boston University 1989 — 1993
Masters
State University of New York at Buffalo 1979 — 1985
BS
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
John Hancock Annuities August 2009 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - August 2009
John Hancock Life Insurance Company (U.S.A.) March 2008 - April 2009
John Hancock Life Insurance November 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) March 2006 - November 2006
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2006
Education
Keene State College 1999 — 2003
Liberty Mutual Insurance July 2011 - Present
John Hancock Financial Services April 1999 - July 2011
John Hancock Annuities April 1999 - March 2000
American Red Cross 1997 - 1999
Nursing and Home Care, Inc. September 1995 - 1997
Skills
Leadership, Budgets, Event Planning, Event Management, Marketing, Sales, Fundraising, Management, Mutual Funds, Meeting Planning, Public Speaking, Program Management, Fixed Annuities, Microsoft Excel, PowerPoint, Customer Service, Trade Shows, Corporate Events, Insurance, Microsoft Office, Series 6, Financial Services, Sales Management
Education
Stonehill College 1991 — 1995
Ridgefield High School 1987 — 1991
Signator Investors, Inc. December 2014 - Present
Signator Investors, Inc. January 2011 - Present
John Hancock Financial Services June 2007 - February 2011
John Hancock April 2006 - May 2007
John Hancock November 2000 - March 2006
John Hancock Annuities 2000 - 2006
Skills
Financial Services, Project Portfolio..., PMO, Vendor Management, Relationship Management, Business Analysis, Marketing Strategy, Process Improvement, Series 6, Business Strategy, Business Process..., Business Development, Management, CRM, Social Media, PMP, Change Management, Business Planning, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
MALD, International Business Relations
University of Vermont 1989 — 1993
BA, European History
Realty Capital Securities December 2011 - Present
John Hancock January 2007 - December 2011
John Hancock Annuities October 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
History
John Hancock June 2005 - Present
John Hancock Annuities December 2004 - May 2005
Manulife Private Account July 2003 - November 2004
Skills
Adobe Acrobat, Creative Services, Adobe Creative Suite, Email Marketing, Brochures, Direct Mail, Creative Direction, Social Media, Advertising, QuarkXPress, Mac, Project Management, Offset Printing, InDesign, Print Production Process, Marketing Communications, Direct Marketing, Management
Education
Bentley University 1996 — 2000
Bachelor of Science, Marketing
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
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2005 - December 2011
Columbia Management 2000 - 2004
Liberty Financial Companies March 1997 - August 2000
Keystone Investments September 1995 - March 1997
Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts
Signator Investors, Inc. November 2010 - June 2015
John Hancock Annuities November 2007 - November 2010
John Hancock Investments August 2004 - November 2007
Skills
Microsoft SQL Server, SDLC, VB.NET, SharePoint, Business Analysis, SQL, Visio, TIBCO Business Studio, Entity Framework, Design Patterns, SOA, Software Development, ASP.NET MVC, Oracle SQL Developer, Crystal Reports, Web Development, ASP.NET, AJAX, Database Design, Requirements Gathering, .NET, Project Management, Databases, Systems Analysis, C#, XML
Education
Northeastern University 1999 — 2004
MS, Management Information Systems
Boston Latin Academy 1996 — 1999
Diploma, High School
John Hancock Annuities September 2007 - November 2011
Guardian Life May 2004 - September 2007
Skills
Alternative Investments, Retirement Planning, ETFs, IRAs, 401k, Investment Advisory, FINRA, Series 7, Sales, Financial Services, Investments, Asset Allocation, Financial Analysis, Life Insurance, Mutual Funds, Retirement, Investment Strategies, Series 65, Fixed Annuities, Series 24, Separately Managed..., Estate Planning, Series 63, Series 6, Long-term Care, Insurance, Variable Annuities, Roth IRA
Education
Penn State University 1997 — 2001
Finance