John Hancock Financial Network
Industry: Insurance company
DescriptionFounded: 1999 Parent organization: John Hancock Subsidiaries LLC Subsidiary: Signator Financial Services, Inc.
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John Hancock Financial Network Employees
Wells Fargo 2014 - Present
Wells Fargo June 2013 - Present
John Hancock Financial Network 2010 - 2013
Skills
Financial Analysis, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Corporate Finance, Valuation, Mutual Funds, Alternative Investments, Finance, Equities, Securities, Fixed Income, Asset Management, Hedge Funds
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration
Boston College - Carroll School of Management 2012 — 2015
Master of Science, Finance
Providence College 2006 — 2010
Bachelor of Science, Finance
I&I Real Estate January 2013 - Present
Anchor Associates Group December 2009 - January 2013
'12 Chairs' restaurant May 2006 - August 2009
John Hancock Financial Network July 2008 - September 2008
Markston Investments (Tel Aviv, Israel) August 2004 - December 2004
Skills
Real Estate, Investments, Sales, Rentals, Corporate Relocation, Commercial Real Estate, Property Auctions, Foreclosures, Customer Service, Landlord, Selling, Short Sales, Property, Property Management, Budgets, Buyer Representation, Seller Representation, Investors, First Time Home Buyers, Lands, Luxury, Contract Negotiation, Relocation, Real Estate Transactions
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance & Investments, Philosophy
Prudential Insurance Company of America April 2015 - Present
Crump Life Insurance Services January 2013 - April 2015
John Hancock Financial Network May 2011 - January 2013
Skills
Series 63, Investments, 529 Plans, Fixed Annuities, Simple IRA, Mutual Funds, Retirement Planning, Executive Benefit..., Investment Advisory, 401k Rollovers, Financial Services, Series 6
Education
Southern Connecticut State University 2015 — 2017
Master of Business Administration (MBA) Candidate, Business/Finance/Accounting
Johnson and Wales University 2008 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Deloitte September 2014 - Present
Deloitte June 2013 - March 2014
John Hancock Financial Network May 2012 - August 2012
Romney Services Inc June 2011 - August 2011
Pocatello Idaho Service Mission May 2009 - May 2011
Virtua Health May 2008 - August 2008
American Marketing Inc May 2007 - August 2007
Skills
Accounting, Teamwork, Public Speaking, Business Analysis, Customer Interaction, Training, Financial Reporting, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Management, Leadership, Process Improvement, SmartOffice
Education
George Mason University 2011 — 2013
Bachelor's degree, Accounting
John Hancock Financial Network May 1996 - Present
Education
The American College 1990 — 1992
Chartered Life Underwriter (CLU)
The American College 1988 — 1990
Chartered Financial Consultant (ChFC)
Iowa State University 1977 — 1981
Bachelor of Science, College of Design
Hoover High School
Mass Mutual Financial Group (South Florida) August 2012 - Present
FHSAA January 2008 - Present
Miami Dade College 2006 - Present
Miami Dolphins August 2003 - Present
John Hancock Financial Network April 2011 - July 2012
Miami Dade Water and Sewer Department November 2009 - November 2010
Florida International University 2007 - 2009
Miami Dade County Finance Department 2006 - 2009
Carnival Cruise Lines June 2002 - August 2006
Skills
Public Speaking, Disability Insurance, Fixed Annuities, Employee Benefits, Event Management, Life Insurance, Coaching, Customer Service, Marketing, Charity, Long Term Care Insurance, College Funding..., Key Person Protection, Financial Literacy..., Finance, Leadership, Sales, Social Media, Social Networking, Team Building
Education
Nova Southeastern University 2004 — 2006
MBA, Business
Florida International University 2000 — 2002
Bachelor of Arts, Management Information Systems
Miami Dade College 1998 — 2000
AA, Education
G Holmes Braddock 1994 — 1997
High School Diploma, Regular/General High School/Secondary Diploma Program
Thomson Reuters April 2015 - Present
Thomson Reuters January 2014 - Present
Thomson Reuters February 2012 - January 2014
Illinois Small Business Development Center January 2011 - December 2011
The Links at Ireland Grove July 2010 - August 2011
John Hancock Financial Network May 2009 - August 2009
Skills
Strong Work Ethic, Team Leader, Goal Oriented, Financial Analysis, Investments, Equities, Leadership, Strategy, Sales, Business Development
Education
Illinois State University 2010 — 2011
Masters of Business Administration, Finance/Investing
Illinois State University 2006 — 2010
Bachelors, Finance
Joshua Nylan Tanner Enterprises March 2014 - Present
Ynotresults June 2013 - January 2014
John Hancock Financial Network May 2013 - July 2013
American Income Life Insurance Company February 2013 - May 2013
UnitedHealth Group August 2008 - February 2013
Connextions 2007 - 2013
Connextions 2007 - 2013
FedEx May 2012 - July 2012
Contract Defense Group March 2012 - April 2012
Sprint/Nextel October 2006 - July 2008
Skills
Sales, Customer Service, Insurance, Management, Health Insurance, Call Centers, Marketing, Team Building, Training, Medicare Advantage, Personal Training, Fixed Annuities, Microsoft Excel, Microsoft Office, Selling, Customer Satisfaction, Financial Services, Self-confidence, Strategic Planning, Leadership, Process Improvement, Customer Retention, Medicare, Sales Management, Modeling, Acting, Improvisation, Runway
Education
University of Phoenix 2007 — 2008
Business Administration and Management, General
Bethel University 2004 — 2005
Associate of Science (A.S.), Business Management
Keefe McCullough October 2013 - Present
Shavell & Company March 2013 - September 2013
John Hancock Financial Network January 2013 - February 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Public Speaking, English, Time Management, Facebook, Event Planning, Windows, Spanish, Social Networking
Education
Florida Atlantic University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Marjory Stoneman Douglas High School 2005 — 2009
High School
Carrington Mortgage March 2012 - Present
John Hancock Financial Network July 2010 - March 2012
Atlantic Coast Mortgage Group, Inc. December 2008 - February 2010
Chase Home Finance August 2007 - July 2008
American Brokers Conduit August 2000 - August 2007
Coastline Mortgage 1992 - 1998
First Union Home Equity 1990 - 1995
AmeriFirst Bank August 1980 - September 1988
Education
Miami Dade College
AA, Business Administration and Management, General
Compass Group FLIK March 2015 - Present
Style & Grace Events September 2013 - Present
Wyndham Garden Hotel Downtown Austin May 2014 - March 2015
Wyndham Garden Hotel Downtown Austin November 2013 - May 2014
The Boca Raton Resort & Club March 2013 - October 2013
Kreative Drive November 2012 - October 2013
Ana Cruz Event Planning, Inc. June 2012 - October 2013
Paragon PR & Event Management October 2012 - March 2013
Paragon Events, Inc July 2012 - October 2012
John Hancock Financial Network January 2011 - April 2011
Skills
Beginning/Intermediate..., Event Planning, Event Management, Trade Shows, Wedding Planning, Proposal Writing, Budgets, Coordinating Events, Corporate Events, Social Media, Facebook, Hospitality, Customer Service, Parties, Blogging, Convention Services, Live Events, Creative Writing, Events Organisation, Microsoft Word, Public Relations, Marketing, Meeting Planning, Catering, Hotels, Management, Food & Beverage, Banquets, Menu Development, Hospitality Management, Hotel Management, Forecasting, Private Events, Dinners, Special Event
Education
Florida International University 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Zhejiang University 2011 — 2011
Chinese Language Certificate, Chinese Language
JOHN HANCOCK FINANCIAL NETWORK September 1985 - Present
Skills
Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Insurance, Financial Planning, Finance, Financial Analysis, Team Leadership
Education
Adelphi University
Finance and Financial Management Services, CFP DESIGNATION
Hofstra University
MS, SPECIAL EDUCATION
Stony Brook University
Bachelor of Arts (BA), EDUCATION/SOCIAL SCIENCE, UNDERGRADUATE
St. Jude Medical March 2013 - Present
Covidien July 2007 - March 2013
John Hancock Financial Network February 2007 - April 2007
MetroWest Economic Research Center Framingham September 2005 - December 2006
Raynham Athletic Club July 2006 - September 2006
Education
Framingham State University
Bachelor of Science Degree, Business; Marketing
SPC, A Registered Investment Advisor August 2013 - Present
Parkland Securities, LLC. August 2013 - Present
Full Financial Services, Inc. June 1985 - Present
John Hancock Financial Network January 2013 - July 2013
Education
Manhattan College 1981 — 1985
BS, Business
Lincoln Financial Securities February 2010 - Present
First Heartland Financial Group June 2001 - Present
John Hancock Financial Network June 2001 - February 2010
Skills
Investments, Estate Planning, Financial Planning, Insurance, Long Term Care, Retirement Planning, Mutual Funds, 401k Rollovers, Series 65, Series 6, Series 63, Financial Services, Strategic Financial...
Education
Drake University 1997 — 2001
Bachelors of Science, Finance and Insurance
Saint Anthony Village High School 1993 — 1997
MassMutual Financial Group September 2014 - Present
Independent July 2013 - Present
Self-employed January 2014 - August 2014
DaVita March 2012 - July 2013
Century Link July 2011 - April 2012
TIAA-CREF March 2005 - November 2010
John Hancock Financial Network February 2003 - February 2005
Aetna US Healthcare August 1998 - November 1999
various June 1993 - July 1998
Business Records and Consultants June 1992 - June 1993
Skills
Public Speaking, Editing, Writing, Proofreading, Press Releases, Blogging, Word, Customer Service, PowerPoint, Mentoring, Customer Relations, Social Media, Coaching, Copywriting, Team Building, Research, Strategic Planning, Microsoft Office, Technical Writing, Fundraising, Public Relations, Non-profits, Marketing Communications, Marketing Strategy, Software Documentation, Event Planning, Leadership, Recruiting, Event Management, Higher Education, Mutual Funds, Leadership Development, Facebook, Process Improvement, Project Management, Training, Online Marketing, Analysis, Business Analysis, Telephone Skills, Microsoft Excel, Project Planning, Management, Staff Development, Insurance, Time Management, Strategic Financial..., Access, System Administration, Community Outreach
Education
National University 1984 — 1985
Master's Degree, Telecommunications
Loyola University Chicago
Bachelor's, English
Loyola University Chicago
Bachelor of Arts (B.A.), Secondary Education and Teaching
LH Advisory Group April 2015 - Present
Custom Insurance Marketing November 2013 - March 2015
John Hancock Financial Network October 2012 - November 2013
Jackson National Life April 2008 - September 2012
Jackson National Life July 2005 - March 2008
Skills
Retirement Planning, Fixed Annuities, Indexed Annuities, Life Insurance, Structured Products, Estate Planning, Financial Services, Finance, Mutual Funds, Investments, Insurance, Marketing, Retirement, Series 6, 401k, Series 63, Financial Planning, Alternative Investments, Variable Annuities, Financial Advisory, Asset Allocation, Wealth Management, Strategic Planning
Education
Holy Cross College 2000 — 2005
Bachelor of Arts (B.A.), Liberal Studies
Allstate May 2013 - Present
John Hancock Financial Network June 2011 - August 2011
Skills
Financial Analysis, Finance, Process Improvement, Accounting, Corporate Budgeting, Financial Forecasting
Education
Illinois State University 2008 — 2013
Bachelor's degree, Accounting and Finance
Harry D. Jacobs High School 2004 — 2008
Nationwide Insurance May 2013 - Present
Nationwide Insurance January 2012 - Present
Allstate/Encompass April 2010 - January 2012
John Hancock Financial Network July 2008 - May 2010
HSBC North America 2006 - 2007
Skills
Series 6, Long-term Care, Series 63, Property & Casualty..., Insurance, Investments, Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, IRAs, Recruiting, Retirement, Asset Managment, 401k
Education
Appalachian State University 2003 — 2008
Finance & Banking; Risk & Insurance
Kansas City Life Insurance Company June 2013 - Present
Lenox Advisors January 2012 - June 2013
John Hancock Financial Network December 2007 - January 2012
New York Life Insurance Company 2004 - 2007
Skills
Long Term Care, Financial Advisory, Investment Products, Insurance, Annuities, Long-term Care, Fixed Annuities, Retirement Planning, Investments, Estate Planning, Wealth Management, Mutual Funds, Asset Management, 401k, Disability Insurance, Retirement, Life Insurance, Term Life Insurance
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
California State University-Chico 1987 — 1992
B.S., Finance
La Canada High School 1983 — 1987
Paradigm Financial Partners, LLC August 2014 - Present
Georgetown Financial Group, Inc. September 2010 - December 2013
John Hancock Financial Network 2005 - 2009
Parson Consulting (formerly Parson Group, LLC) June 1997 - December 2000
Emmons & Wilson, Inc. 1991 - 1995
Phoenix Mutual Life Insurance Company 1986 - 1991
Skills
Leadership, Contract Negotiation, CRM, Business Development, Insurance, Strategy, Business Planning, Management Consulting, Fundraising, Sales Management, New Business Development, Event Planning, Change Management, Financial Services, Lead Generation, Account Management, Forecasting, Strategic Planning, Solution Selling, Business Strategy, Operations Management, Outsourcing, Marketing, Process Improvement, Business Analysis, Consulting, Sales, Sales Operations
Education
Pace University - Lubin School of Business 1983 — 1985
BBA, Management
Central Connecticut State University 1980 — 1982
Headway Workforce Solutions July 2015 - Present
Headway Workforce Solutions October 2011 - July 2015
Manpower at IBM November 2010 - October 2011
Private Family August 2009 - November 2010
John Hancock Financial Network August 2007 - August 2009
Skills
Recruiting, Customer Service, Sourcing, Applicant Tracking..., Sales, Event Planning, Social Media, Public Speaking, Microsoft Excel, Talent Acquisition, Team Building, Employee Relations, Interviews, Cold Calling, System Administration, Leadership, Temporary Placement, Management, Onboarding, Vendor Management, Social Networking, Training, Human Resources, Hiring, Time Management, Coaching, Screening Resumes, Staffing Services, Internet Recruiting, Taleo, Contract Recruitment, New Hire Orientations, Employee Benefits, College Recruiting, Technical Recruiting, Resume Writing, Payroll, Employee Training, Temporary Staffing, Talent Management, Administration, Performance Management, Benefits Negotiation, Benefits Administration, PeopleSoft, HRIS
Education
Elon University 2003 — 2007
BA, International Studies; French
Elon University 2003 — 2007
Bachelor's degree, International Studies
Essential Bodywear June 2014 - Present
JCL Services May 2011 - August 2013
Prince George's Community College January 2010 - November 2011
John Hancock Financial Network May 2010 - June 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Northern Colorado 2004 — 2007
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology
Front Range Community College 2003 — 2004
English Literature (British and Commonwealth)
Towers Watson June 2015 - Present
Towers Watson January 2014 - April 2015
GMO January 2013 - June 2013
John Hancock Financial Network January 2012 - June 2012
Skills
Marketing, Microsoft Office, Editing, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Outlook, Bloomberg, Access, Banking, Data Analysis
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Finance and Marketing
Freedom High School 2006 — 2010
John Hancock Financial Network December 2004 - Present
Education
The American College of Finance 2013 — 2015
Master of Science, Financial Services (MSFS)
Certified Financial Planner Board ID: 186096
The American College of Finance 2008 — 2012
Chartered Financial Consultant (ChFC®) Chartered Life Underwriter (CLU®)
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2004
Bachelor of Science in Business Administration, Emphasis in Finance
Servite High School 1997 — 2001
Deloitte June 2014 - Present
Hanover Hill Health Care Center January 2009 - May 2014
Cocomama Foods 2012 - 2012
10th Annual Babson Entrepreneurship Forum May 2011 - November 2011
Bright Horizons September 2010 - May 2011
John Hancock Financial Network September 2008 - January 2010
Late July Organic Snacks May 2007 - August 2007
Skills
Market Research, Marketing Strategy, Marketing, Competitive Analysis, Brand Management, Social Media Marketing, Email Marketing, Digital Marketing, Event Management, Social Networking, Advertising, Marketing Management, Web Design, Newsletters, Management, Event Planning, Sales, Corporate Branding, Customer Service, Public Relations
Education
Babson College 2010 — 2012
MBA, Marketing Concentration
Miami University 2004 — 2008
BA, Strategic Communications
Educators Lifetime Solutions EFS Advisors January 2015 - Present
Hallett Financial Group August 2010 - December 2014
John Hancock Financial Network 2006 - August 2010
Skills
Long-term Care, Insurance, Retirement Planning, Long Term Care Insurance, Medicaid, Life Insurance, Fixed Annuities, Medicare, Small Business, Underwriting, Elder Care, Financial Advisory, Employee Benefits, Term Life Insurance, Financial Planners, Retirement, Estate Planning
Education
Carleton College
None, Pre-Med
St. John's University
B.A., German Language, Liberal Studies
Thunderbird School of Global Management
M.I.M, Int'l Finance and Marketing
Preqin July 2015 - Present
Preqin January 2015 - June 2015
Preqin June 2013 - December 2014
Advanced Equities September 2012 - December 2012
John Hancock Financial Network January 2012 - August 2012
UniCredit Bank of Slovakia June 2011 - August 2011
Charles Rutenberg Realty April 2010 - September 2010
Skills
Proficient in Microsoft..., Fluent in Slovakian and..., Private Equity, Series 7, Financial Markets, Venture Capital
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Investments, 3.71
Microsoft January 2013 - Present
North American Fitness April 2010 - January 2013
John Hancock Financial Network August 2007 - January 2009
Skills
Inventory Management, Merchandising, Customer Service, Social Media Marketing, Visual Merchandising, Marketing Strategy, Retail, Store Management, Marketing Communications, Loss Prevention, Store Operations, Retail Sales, Coaching, Team Building, Driving Results, Management, Sales, Leadership, Marketing, Strategy, Strategic Planning, Enterprise Software, Business Development, Public Speaking, Cloud Computing
Education
Clemson University 2003 — 2007
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Beth Israel Deaconess Medical Center May 2012 - Present
Massachusetts General Hospital September 2014 - August 2015
Good Measures LLC June 2013 - September 2014
Thomson Reuters November 2011 - August 2012
John Hancock Financial Network June 2011 - November 2011
Club H Fitness April 2009 - April 2011
Bernard Hodes Group December 2007 - February 2009
YB Services October 2006 - October 2007
Lawyers Weekly Publications 2002 - 2006
Skills
Diet Planning, Corrective Exercise, Prenatal/Postpartum..., Photoshop, Illustrator, InDesign, HTML + CSS, Strength Training, Email Marketing, Web Design, Online Marketing, Personal Training, Wellness, Lifestyle, Nutrition, Fitness, HTML
Education
Massachusetts General Hospital Dietetic Internship 2014 — 2015
Simmons College 2012 — 2014
DPD Certificate, Dietetics and Nutrition, 4.0 GPA
Northeastern University 2001 — 2006
BS, Media Arts & Design, Business
Studio Arts Center International 2004 — 2004
Italian Language, Opera, and History of Italian Films
Employee Impact Consulting November 2014 - Present
Empowered Staffing January 2014 - Present
CIOP 2011 - 2015
Monar Consulting September 2012 - March 2013
Tetrics June 2012 - November 2012
Anixter Center July 2011 - December 2011
IIT Center for Research and Service April 2011 - September 2011
John Hancock Financial Network January 2009 - April 2009
Manhattan Psychiatric Center October 2007 - December 2007
Skills
Survey Design, Statistical Software, Survey Monkey, Online Research, Critical Thinking, Highly Analytical, Team Oriented, Report Writing, Research, Interviewing, Organizational..., SPSS, Microsoft Office, Social Network Analysis, SurveyMonkey, Interviews, Project Management, Social Media, Human Resources, Leadership, Training, Change Management, Coaching, Analytical Skills, Team-oriented
Education
Illinois Institute of Technology 2009 — 2015
M.S. /PhD program, Industrial/Organizational Psychology
Touro College 2006 — 2009
B.A., Psychology
Brigham and Women's Hospital June 2015 - Present
Brigham and Women's Hospital June 2009 - Present
Bain & Company January 2008 - May 2009
John Hancock Financial Network January 2007 - July 2007
Skills
Employee Relations, Onboarding, PeopleSoft, Applicant Tracking..., HRIS, Benefits Administration, Human Resources, Organizational..., Customer Service, PowerPoint, Microsoft Office, Interviews, Microsoft Excel, Sourcing, Microsoft Word, Career Counseling, Team Building, Employee Benefits, Staff Development, Process Improvement, Personnel Management, Access, College Recruiting, Coaching, Policy, New Hire Orientations, Time Management, Hiring, Employment Law, Employee Engagement, Succession Planning, Performance Management, Job Descriptions, Workforce Planning, Data Entry, Temporary Placement, Social Networking, Career Development, HR Policies, Healthcare, Resume Writing, Technical Recruiting, Leadership, Deferred Compensation, Outlook, FMLA, Training, Management, Internet Recruiting, Taleo
Education
Northeastern University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Roger Williams University 2004 — 2006
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
Lighthouse Financial Network, LLC April 2011 - Present
Lighthouse Financial Network, LLC April 2011 - Present
Lighthouse Financial Network, LLC. 1991 - Present
John Hancock Financial Network February 1993 - April 2011
Robert G. Sher, CPA, P.C. 1981 - 1993
Education
Certified Long Term Care 2007 — 2007
CLTC
American College 1991 — 1991
CLU, ChFC
NYS Department of Education 1976 — 1976
CPA, Accounting
New York University 1968 — 1973
BA, Accounting
TD Ameritrade April 2014 - Present
TD Ameritrade October 2013 - Present
New York Life Insurance Company April 2011 - September 2013
John Hancock Financial Network April 2007 - April 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Insurance, Mutual Funds, Wealth Accumulation, Fixed Annuities, Disability Insurance, Financial Analysis, Asset Allocation, Estate Planning, Variable Annuities, Long Term Care Insurance, Wealth Management..., Investment Advisory, IRAs, Securities, Retirement, Small Business, Long-term Care, Series 6, Financial Planners, Relationship Management, Financial Modeling, Asset Management, Finance, Financial Advisory, Financial Services, Life Insurance, Series 63, 401k Rollovers, 401k, Investment Strategies, Wealth, Roth IRA, Term Life Insurance, Series 7, Life, Universal Life, ETFs, FINRA, Investment Management, Permanent Life Insurance, Licensed Life Insurance..., Rollovers, Variable Life, 529 Plans, Retirement Savings, Series 65
Education
Lehigh University - College of Business and Economics 2002 — 2006
Finance, Finance and Marketing
BlackRock August 2013 - Present
BlackRock June 2012 - August 2012
Summit Coffee February 2012 - May 2012
John Hancock Financial Network June 2011 - August 2011
Joe's American Bar and Grill May 2011 - July 2011
Digitas June 2010 - August 2010
Wellesley Recreation Department June 2007 - August 2009
Boston Medical Center March 2009 - June 2009
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Economics
The Winsor School 2002 — 2009
Donum Dei Productions March 2015 - Present
Fross Zelnick Lehrman & Zissu April 2014 - Present
Trinity St. Johns, Hewlett September 2011 - Present
White Plains Performing Arts Center May 2015 - May 2015
White Plains Performing Arts Center July 2014 - August 2014
Fross Zelnick Lehrman & Zissu June 2013 - April 2014
New York City Paralegal Association January 2013 - March 2014
Louis Vuitton September 2012 - June 2013
John Hancock Financial Network August 2012 - September 2012
Progress Homes Realty Inc. June 2011 - July 2012
Skills
Singing, Performing Arts, Music, Opera, Theatre, Musical Theatre, Legal Research, Research, Legal Writing, Public Speaking, Intellectual Property, Leadership, Trademarks, Social Media, Fundraising, Marketing, Trademark Infringement, Anti-counterfeiting, Design Patents, Patents, Copyrights
Education
Rider University 2006 — 2010
Bachelors of Arts, Music
Nassau Community College 2011 — 2012
Paralegal Studies Certificate, Legal Assistant/Paralegal
The Masters School 2003 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Wynn Las Vegas August 2013 - Present
Chaminade University December 2009 - Present
Cirque du Soleil March 2013 - May 2013
Treasure Island Hotel & Casino February 2011 - June 2011
Chaminade University December 2009 - May 2010
East Texas Professional Credit Union February 2009 - August 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
John Hancock Financial Network June 2008 - December 2008
Vitamin World June 2007 - March 2008
Pro X March 2006 - June 2006
Education
Hawaii Pacific University 2007 — 2008
MBA, International Business
Stephen F. Austin State University 2002 — 2006
BA, International Business
FedEx Express November 2013 - Present
John Hancock Financial Services/WPS May 2012 - April 2013
Crump Insurance April 2011 - May 2012
JOHN HANCOCK FINANCIAL NETWORK 2006 - 2011
TQ3 NAVIGANT INTERNATIONAL 2004 - 2006
Rosenbluth International 1999 - 2004
Skills
Leadership, Business Development, Insurance, Customer Service, Team Building, Marketing, Sales, Microsoft Office, Strategic Planning, Public Speaking, Process Improvement, Microsoft Excel, Account Management, Project Management, Recruiting, Life Insurance, Sales Management, Coaching, PowerPoint, Social Media, Training, New Business Development, Management, iPhone, Contract Negotiation, Risk Management, Operations Management, Performance Management, Call Centers, Leadership Development, Business Planning, Change Management, Finance, Financial Services, Marketing Strategy, Relationship Management, Series 6, Employee Benefits, Fixed Annuities, Financial Planning, Consulting, Term Life Insurance, Vendor Management
Education
Connecticut Fire Academy
Fire Science/Fire-fighting
CCI
Bachelor of Business Administration (B.B.A.), Business Administration/Travel and Tourism
College of DuPage
Business Administration and Management, General
Lyons Township High School
Rio Salado College
Airline Operations, Business Administration and Management, General
Activision May 2015 - Present
Psychic Bunny February 2015 - April 2015
John Hancock Financial Network January 2012 - December 2014
Emerson College September 2011 - December 2014
Emerson EVVYs September 2013 - May 2014
Skills
After Effects, Photoshop, Motion Graphics, Editing, Final Cut Pro, Video Editing, Video Production, Photography, 3D Animation, Maya, Unity, Game Design, Multi-pass Rendering, Fluid Simulation, Compositing
Education
Emerson College 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Animation and Motion Media, Senior
Hughesville High School 2006 — 2011
High School Diploma
Wells Fargo April 2014 - Present
John Hancock Financial Network August 2013 - April 2014
ING Financial Partners October 2012 - June 2013
Pennington Asset Management May 2012 - August 2012
Montecito Advisors Inc. May 2012 - August 2012
Skills
Finance
Education
Florida Atlantic University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Palm Beach Community College 2010 — 2011
Associate of Arts (A.A.)
Logistics Management Solutions (Monsanto) September 2014 - Present
Logistics Management Solutions (Monsanto) September 2013 - September 2014
Stefanina’s November 2008 - September 2013
John Hancock Financial Network December 2008 - May 2009
Skills
Forecasting, Customer Service, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Process Improvement, Outlook, Logistics, Operations Management, SAP, Supply Chain, ERP, Logistics Management, Trucking, Route Optimization, Cross-functional..., Transportation, Supply Chain..., Reverse Logistics, 3PL, LTL, Transportation..., Truckload, Freight
Education
Lindenwood University 2013 — 2014
MASTER OF BUSINESS ADMINISTRATION, Supply Chain Management
Missouri State University 2003 — 2008
BACHELOR OF SCIENCE, Finance
Levy Financial Group February 2014 - Present
Allstate Financial Services, LLC June 2013 - February 2014
MetLife June 2010 - June 2013
John Hancock Financial Network October 2006 - June 2010
Skills
Financial Services, Insurance, Disability Insurance, Long-term Care, 401k Rollovers, Risk Management, Variable Annuities, Traditional IRA, Equity Indexed Annuities, Guaranteed Lifetime..., Permanent Life Insurance, Buy-Sell, Protection..., Financial Analysis, Retirement, College Savings Plans, Wealth Accumulation, Financial Advisory, Sales, Series 63, Wealth Management, IRAs, Pensions, Investments
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
Clemson University 2002 — 2006
Bachelor of Science, Accounting, Cum Laude
John Hancock Financial Network September 2011 - Present
Meyer & Malin Family Practice October 2007 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Time Management, Financial Analysis
Education
Everest College-Phoenix 2011 — 2012
Ballston Spa High School 1998 — 2002
John Hancock Financial Network January 2010 - Present
Metlife February 2002 - January 2010
First Investors Corporation August 1990 - February 2002
Skills
Retirement Planning, Investments, Fixed Annuities, Wealth Management, 401k, Retirement, Series 63, Mutual Funds
Education
Kendall College
glenbrook north hs
Marceco Ltd June 2013 - Present
Sprint Nextel August 2009 - June 2013
John Hancock Financial Network April 2008 - July 2009
Mobile 1/T-Mobile Exclusive Dealer April 2007 - April 2008
T-Mobile July 2002 - 2007
Campbell-Ewald November 1999 - July 2002
Skills
Sales, Direct Sales, Account Management, Building Relationships, Customer Retention, Sales Operations, Management, Sales Management, Sales Presentations
Education
Central Michigan University 1994 — 1999
Bachelors of Science in Business Administration, Marketing
Marine City High School
Marine City High School
MassMutual Financial Group September 2012 - Present
John Hancock Financial Network August 2009 - September 2012
TD Bank Financial Group January 2008 - July 2009
Morgan Stanley January 2007 - November 2007
Chariot Funding October 2003 - October 2006
Venture Development Corporation April 1997 - October 2003
various locations September 1993 - January 1996
Lahey Clinic September 1990 - April 1993
various locations September 1986 - June 1990
Skills
Retirement Planning, Finance, Insurance, Risk Management, Estate Planning, Small Business, Retirement, Marketing, Financial Advisory, Public Speaking, Tax, Investments, Mutual Funds, Personal Finance, Wealth Management, Strategic Financial..., Financial Services, Portfolio Management, Asset Management, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Business Management
Northeastern University 1986 — 1990
BS, Clinical Laboratory Science
Cape Cod Community College 1980 — 1982
AA, Liberal Arts
John Hancock Financial Network December 1978 - Present
Education
Southeastern Massachusetts Univ 1975 — 1977
Business
Massasoit Community College 1973 — 1975
Associate's Degree, Business
The American College
CLU, ChFC
J T Mansmann Financial Services January 2011 - Present
John Hancock Financial Network May 2008 - December 2010
Nat Sherman, Inc. 2005 - 2008
Jarden Consumer Solutions (FNA Sunbeam Corporation) 2004 - 2005
Sunbeam Products Inc. 2000 - 2005
Jarden Consumer Solutions 1998 - 2005
PM USA 1995 - 1998
Philip Morris USA 1988 - 1992
Skills
Pricing, Competitive Analysis, Consumer Products, Forecasting, Cross-functional Team..., Income Statement, Retirement, Product Marketing, Product Development, Customer Insight, P&L Management, New Business Development, Fixed Annuities, Retirement Planning, Sales, Account Management, Process Improvement, Life Insurance, Start-ups, 401k Rollovers, Disability Insurance, Insurance, Finance, Variable Annuities, P&L, Mutual Funds, IRAs, Strategic Financial..., College Savings Plans
Education
Clemson University 1968 — 1972
BA, Psychology / Sociology
Capital Group October 2013 - Present
John Hancock Financial Network September 2013 - September 2014
Digital Marketing Managers September 2011 - December 2013
George S. May International August 2010 - October 2011
Nations Business Banc March 2010 - August 2010
IMA, Inc. March 1993 - March 2010
World Leadership Group 2006 - 2007
World Group Securities May 1998 - June 2004
The World Bank & IMF FCU June 1992 - May 1993
Skills
Marketing Strategy, Entrepreneur, Strategic Planning, Business Strategy, Organizational..., Customer Relations, Coaching, Product Marketing, Budgeting, Public Speaking, Business Analysis, Employee Relations, New Business Development, Customer Service, Sales Management, Start-ups, Business Planning, Social Media, Business Intelligence, Analysis, Venture Capital, Budgets
Education
American University - Kogod School of Business 1988 — 1991
BSBA, Business Finance & Real Estate & Urban Development
University of Florida 1987 — 1988
BSBA, Real Estate
University of Miami 1986 — 1987
BSBA, Business
University of the District of Columbia 1983 — 1986
BS, Business
Voya Financial Advisors September 2014 - Present
Voya Financial Advisors/Jacobs Financial Partners,LLC November 2013 - September 2014
New England Financial October 2010 - November 2013
John Hancock Financial Network March 2008 - October 2010
Education
Bentley University 1975 — 1979
BS, Accounting
Capital One September 2012 - Present
Independent Broker / Non-Captive March 2011 - September 2012
John Hancock Financial Network February 2010 - February 2011
Home Base Stock/Options Trading March 2009 - February 2010
Bank of America May 2002 - March 2009
Education
Hofstra University
B.A, Business Management
Minnesota Association of Defensive Firearms Instructors June 2013 - Present
Primerica April 2014 - Present
Farmers Insurance April 2013 - April 2014
American Association of Certified Firearms Instructors June 2004 - June 2013
Ameriprise Financial Services April 2009 - February 2013
Republican Party of Minnesota April 2004 - September 2011
Minnesota Gun Owners Civil Rights Alliance June 2007 - February 2010
John Hancock Financial Network February 2008 - April 2009
Farmers Insurance and Investments February 2007 - January 2008
Miss Minnesota Scholarship Organization July 2004 - June 2007
Skills
Insurance, Coaching, Team Building, Strategy, Management, Series 7, Customer Service, Sales, Policy, Marketing, Small Business, Recruiting, Strategic Planning, Analysis, Program Management, Writing
Education
Almeda University 2009 — 2011
MBA, Economics
Almeda University 2005 — 2006
BS, Business Management
Minnesota State University, Mankato 1990 — 1996
Business, Philosophy
University of Minnesota-Twin Cities 1989 — 1990
CLA Honors Division
Coon Rapids Senior High 1986 — 1989
Honor Graduate
John Hancock Financial Network December 2007 - Present
Temperature Technology Inc. August 2005 - December 2007
Metamorphosis Personalized Training December 2003 - June 2005
Education
Las Positas College 2002 — 2005
AA, Buisiness
The Legend Group October 2013 - Present
EMS Group - Stahlka Agency May 2012 - October 2013
John Hancock Financial Network February 2009 - September 2011
MJ Mechanical Services June 2004 - June 2008
First Niagara Bank January 2004 - June 2004
Education
College for Financial Planning
University at Buffalo 2004 — 2008
Bachelor's Degree, Financial Analysis
iatesta imports September 1998 - Present
montinaro food group inc October 1994 - May 1998
John Hancock Financial Network May 1991 - September 1994
Skills
Wine, Hospitality, Event Planning, Strategic Planning, Promotions, Marketing Strategy, Logistics, Strategic Negotiations, Web Development, Facilities Management, Wineries, Italian languages, Distributors, Winemaking, Brand Management, Beer, Food, Beverage Industry, Brand Development, Wine Tasting, Trade Marketing, Management, Market Planning, Marketing Management, Key Account Development
Education
Drexel University - College of Business and Administration 1980 — 1985
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.0
St. Thomas More 1979 — 1980
John Hancock Financial Network October 1991 - Present
Education
Brown University
City of South Bend. Office of Community Investment September 2013 - Present
U.S. Treasury January 2013 - September 2013
U.S. Treasury February 2010 - September 2013
Indiana Security Systems Inc January 2008 - February 2010
John Hancock Financial Network January 2004 - January 2008
Skills
Tax Law, Tax Advisory, Financial Investigation, Financial Analysis, Financial Accounting, Management, Public Speaking, Tax Increment Financing, Industrial Revolving..., Process Improvement, Economics, Accounting, Forecasting, Budgets, Customer Service, Finance, Financial Reporting, Leadership, Managerial Finance, Team Building
Education
Bethel College 2008 — 2009
Master of Business Administration (MBA), Business/Managerial Economics
Bethel College 1999 — 2004
Bachelor of Business Administration (BBA), Economics and Marketing
ERT August 2014 - Present
GNB's PC & Phone Repair September 2011 - Present
UPS January 2013 - July 2014
UPS November 2012 - December 2012
UPS November 2010 - December 2011
Boston Red Sox June 2009 - August 2009
John Hancock Financial Network July 2008 - August 2008
Skills
Troubleshooting, Operating Systems, Team Leadership, Windows, Hardware, Network Security, Customer Service, Virus Removal, Computer Hardware, Computer Repair, Electronics Repair, Public Speaking, Social Media Marketing, Technical Support, Sales, Databases, Leadership, Management, Microsoft Office, Microsoft Word, Process Improvement, Training
Education
Jay Morrison Academy 2014 — 2015
Real Estate
ITT Technical Institute-Norwood 2011 — 2015
Bachelor of Applied Science (BASc), Information Technology (Information Systems Security)
ITT Technical Institute-Norwood 2010 — 2012
Associate of Science (A.S.), Information Technology (Computer Network Systems)
Lenox Advisors April 2012 - Present
John Hancock Financial Network June 2005 - April 2012
Skills
Retirement Planning, Wealth Management, Securities, Estate Planning, Insurance, Asset Managment
Education
Saint Mary's College of California 1998 — 2000
Bachelor of Science (BS), Psychology
Diablo Valley College 1996 — 1998
Associate's degree
Delta Christian
Mt. Washington Bank February 2008 - Present
John Hancock Funds April 1995 - December 2006
John Hancock Financial Network June 1974 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Acess, Project Management, Accounting, Tax Preparation, Investments, Employee Training, Customer Service, Disaster Recovery, Banking, Financial Reporting, Retail Banking, Asset Management, Financial Analysis, Equities, Finance, Financial Services, Mutual Funds, Portfolio Management
Education
Bentley University 1976 — 1989
Bachelor of Science (BS), Accounting
MassMutual April 2012 - Present
Endorsed Administrators, a Member of The Hilb Group July 2011 - May 2012
John Hancock Financial Network August 2007 - July 2011
Skills
Retirement, Securities, Insurance, Financial Services, Long-term Care, Retirement Planning, Fixed Annuities, 401k, Mutual Funds, Investments, Wealth Accumulation, Estate Planning, 401k Rollovers, Portfolio Management, Wealth Management
Education
The American College 2009 — 2012
CLU, ChFC, CASL, Financial Planning and Services
Binghamton University 1997 — 2001
Bachelor of Science (B.S.), Human Development
Akamai Technologies January 2015 - Present
Alzheimer's Association MA/NH Chapter June 2012 - Present
Akamai Technologies July 2012 - December 2014
AlzTogether, Alzheimer's Association volunteer March 2012 - March 2014
John Hancock Financial Network July 2010 - July 2012
AlzTogether, Alzheimer's Association volunteer March 2010 - March 2012
John Hancock Financial Network November 2006 - July 2010
John Hancock Financial Network May 2005 - November 2006
Skills
Finance, Consulting, Data Analysis, Microsoft Excel, Budgets, Forecasting, Management Consulting, Leadership, Visio, Financial Analysis, Investments, Access, Financial Modeling, Mutual Funds, Analysis, Strategic Planning, Business Development, Risk Management, Financial Services, Management, Accounting, Business Analysis, Strategy, Process Improvement, Salesforce.com, Training, Team Building, Business Intelligence, Operations Management, Financial Reporting, Program Management, Start-ups, Business Planning
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business Administration
John Hancock Financial Services April 2013 - Present
Jon Stanisz January 2010 - Present
John Hancock Financial Network June 2012 - April 2013
John Hancock Financial Services April 2010 - June 2012
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
Boston University 2004 — 2008
Economics, Political Science, Business
Don Bosco Prep 2000 — 2004
Highland Capital Brokerage November 2012 - Present
Highland Capital Brokerage May 2012 - November 2012
Highland Capital Brokerage January 2009 - July 2012
John Hancock Financial Network 2006 - 2008
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Insurance, Health Insurance, Whole Life, Variable Annuities, Long-term Care, Retirement, Financial Planners, Estate Planning, Financial Planning, Universal Life, Sales, Wealth, Retirement Planning
Education
Fairleigh Dickinson University 2005 — 2006
CFP Course
Devry University 2001 — 2003
Associates, Business Management
Retirement Ready Advisers 2002 - Present
John Hancock Financial Network 2002 - Present
Skills
Financial Services, Investments, Retirement, Finance, Insurance, Strategic Planning
Education
Lehigh University 1995 — 1999
Bachelor of Science (BS), Accounting & Marketing
Cisco Systems March 2012 - Present
Sun Life Financial January 2010 - August 2011
John Hancock Financial Network April 2007 - March 2009
Skills
Investments, Sales Management, Business Development, Management, Sales, New Business Development, Salesforce.com, Finance, Strategic Financial..., Insurance, Financial Analysis, Marketing Strategy
Education
Bentley University 2003 — 2005
Bachelor of Science, Managerial Economics and International Business
Portsmouth Abbey School 1997 — 2001
Harrington and Associates February 2013 - February 2015
John Hancock Financial Network October 2011 - January 2013
John Hancock Financial Network July 2010 - October 2011
LPL Financial September 2008 - January 2010
Cogent Research July 2007 - May 2008
MFS Investment Management August 1999 - July 2007
PUTNAM INVESTMENTS March 1990 - August 1999
Skills
Mutual Funds, Strategy, Financial Services, Product Management, 401k, Series 63, Retirement, Cross-functional Team..., Retirement Planning, Market Research, Investment Management, CRM, Strategic Partnerships, Investment Strategies, Series 6, Relationship Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Asset Management, Pensions, Financial Advisory, Variable Annuities, Morningstar Direct, FINRA, Separately Managed..., Leadership, Series 24, Alternative Investments, Series 7, Defined Contribution, Retirement Plan..., Securities, ETFs, Series 65, IRAs, Uniform Combined State..., Defined Benefit, Fixed Income, Wealth Management..., Mergers & Acquisitions, Hedge Funds, Fiduciary Management, Public Speaking, Cross Functional Team..., Team Management, Peer Mentoring, Sales Presentations, Institutional...
Education
Suffolk University - Sawyer School of Management 1996 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
Medicus Healthcare Solutions January 2015 - Present
AkkenCloud™ August 2014 - January 2015
ITT Technical Institute November 2012 - August 2014
InterCoast College September 2011 - August 2012
ITT Technical Institute December 2009 - September 2011
Premier Education Group January 2009 - November 2009
Sidney Tyner Insurance LLC October 2004 - June 2008
Barry & Campagna Insurance Agency December 2005 - June 2006
John Hancock Financial Network December 2003 - April 2005
Skills
Recruiting, Training, Leadership, Admissions, Interviews, Enrollment Management, Organizational..., Human Resources, Program Management, Business Development, Student Financial Aid, Student Recruiting, Student Affairs, Higher Education, Retaining Customers, CampusVue, Resume Writing, Public Speaking
Education
Middlesex Community College 2001 — 2003
Associates, Psychology/Business Management
Industrial Reports, Inc. June 2010 - Present
John Hancock Financial Network July 1995 - September 2010
John Hancock Financial Network September 2003 - September 2005
American Airlines January 1990 - January 1995
Ski Chalet January 1990 - January 1995
Skills
B2B, Sales, Account Management, Salesforce.com, Customer Service, Marketing, New Business Development, PowerPoint, Leadership, Business Development, Sales Management, Strategic Planning, Team Building, Marketing Communications, Public Relations, Marketing Strategy, Event Management, Team Leadership, Social Media Marketing, Social Media, Product Development, Business Planning, Public Speaking, Project Management, Event Planning, Business Strategy, Facebook, Budgets, Microsoft Excel, Recruiting, Advertising, Microsoft Office, Negotiation, Coaching, Customer Satisfaction, Social Networking, Time Management, Trade Shows, Market Research, Lead Generation, Online Marketing, Email Marketing, CRM
Education
Appalachian State University 1984 — 1988
BS, Communications, Media Advertising, Marketing
Athens Drive 1981 — 1984
High School Diploma
OneAmerica Care Solutions April 2015 - Present
One America Care Solutions December 2013 - Present
LTC Financial Partners October 2010 - December 2013
John Hancock Financial Network December 2007 - October 2010
Peckinpaugh Financial Group January 2007 - August 2007
Skills
Long-term Care, Long Term Care, Insurance, Long Term Care Insurance, Sales, Networking, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance, Term Life Insurance, Life Insurance, Health Insurance, Employee Benefits, Estate Planning, Brokers, Financial Advisory, Underwriting, IRAs, Strategic Financial..., Series 7, Insurance Brokerage, Investments, Financial Services
Education
Ball State University - College of Business 2003 — 2007
Bachelor's Degree, Risk Management and Insurance
John Hancock Financial Network October 2013 - Present
Symetra Investment Services July 2012 - September 2013
The Martinez Foundation January 2010 - June 2012
Conference Services, University of Washington February 2009 - December 2009
Harborview Medical Center November 2008 - February 2009
Student Services Office, University of Washington May 2008 - November 2008
Ecotourism Enterprise: Finca la Anita June 2007 - April 2008
Skills
Program Evaluation, Community Outreach, Grants, Public Speaking, Strategic Communications, Proposal Writing, Community Development, Research, Nonprofits, Fundraising, Editing, Leadership
Education
University of Washington 2009 — 2011
Master of Public Administration, Certificate in International Development, Financial Management and Quantitative Studies
Carleton College 2003 — 2007
B.A., English Literature and International Relations
Kaplan University March 2010 - Present
John Hancock Financial Network November 2007 - January 2010
Skills
Marketing, Training, Policy, Sales, Social Networking, Staff Development, Program Development, Nonprofits, Time Management, Student Financial Aid, Data Entry, Social Media
Education
Florida International University - College of Business Administration 2005 — 2006
MBA, Internationa Masters in Business Administration
Florida International University 2000 — 2003
Bachelor of Arts, Psychology
American College of Greece 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Psychology
CAPTRUST February 2014 - Present
Credit Suisse June 2012 - February 2014
Wachovia, A Wells Fargo Company June 2011 - August 2011
SunTrust Investment Services March 2011 - June 2011
SunTrust Bank October 2010 - June 2011
Salem Financial Group January 2010 - October 2010
John Hancock Financial Network September 2008 - December 2009
Education
North Carolina State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
John Hancock Financial Network (U.S.A.) May 2010 - November 2014
John Hancock Financial Network November 2004 - May 2010
Boston Partners Financial Group, LLC August 2002 - November 2004
Skills
Risk Management, Finance, Life Insurance, Management, Series 63, Wealth Management, Securities, Process Improvement, Series 6, Series 26, Notary Public, Microsoft Office, DocuSign, Salesforce.com, FINRA, Relationship Management, Relationship Building, Customer Relations, Mergers & Acquisitions, Team Building, Team Leadership, Independent Thinking
Education
Northeastern University
Business Administration and Management, General
HSBC Bank November 2010 - Present
John Hancock Financial Network August 2009 - October 2010
Verizon Wireless November 2003 - June 2009
Skills
Series 7, Series 6, Series 63, Series 65, Life Insurance
Education
Medaille College 2005 — 2007
BS, Financial Services
Canisius College 2004 — 2005
West Seneca East High School 2000 — 2003
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network January 2012 - October 2013
Commonwealth Financial Network January 2008 - January 2012
John Hancock Financial Network December 2005 - January 2008
John Hancock Life Insurance Company (U.S.A.) July 2005 - December 2005
Skills
Series 7, Series 24, Series 53, Series 66
Education
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Commonwealth Financial Network February 2014 - Present
John Hancock Financial Network April 2011 - February 2014
AARP Financial December 2005 - October 2010
MFS Investment Management January 2005 - December 2005
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners
Education
Merrimack College 2006 — 2007
Certificate Program, Advance Study in Financial Planning
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Finance, General
MassMutual Financial Group August 2012 - Present
John Hancock Financial Network January 2011 - August 2012
Costa Developers International August 2009 - January 2011
Skills
Personal Financial..., Roth IRA, IRAs, Life Insurance, Term Life Insurance, Philanthropy, Charities, Tax Shelters, Wealth Accumulation, Mutual Funds, Retirement, Investments, Retirement Strategies, Variable Annuities, Variable Products, Retirement Planning, Disability Insurance, Long Term Care Insurance, Securities, Financial Services, Fixed Annuities, Insurance, Finance, Financial Planning
Education
Florida Atlantic University 2005 — 2009
International Business
Florida Atlantic University 2005 — 2009
Marketing
Dr. Michael Krop Sr. High
MassMutual Financial Group October 2012 - Present
John Hancock Financial Network February 2012 - October 2012
JHS Capital Advisors, Inc. April 2011 - February 2012
Wells Fargo March 2010 - April 2011
Skills
Wealth Accumulation, Retirement Planning, Variable Annuities, Life Insurance, IRAs, Equities, Long Term Care Insurance, Asset Management, Wealth Management, Portfolio Management, Financial Modeling, Employee Benefits, Estate Planning, College Savings Plans, Disability Insurance, Healthcare, Risk Management, Term Life Insurance
Education
Florida International University 2005 — 2009
Bachelor's degree, Investments and Securities
Morgan Jester LLC March 2015 - Present
PermPlacement October 2013 - January 2015
Timberhorn January 2013 - October 2013
Aerotek Professional Services May 2011 - December 2012
Pioneer Financial Group January 2011 - May 2011
John Hancock Financial Network January 2011 - May 2011
Bankers Life and Casualty Company 2010 - 2011
Skills
Staffing Services, Contract Recruitment, Applicant Tracking..., Sourcing, Recruiting, Benefits Negotiation, Internet Recruiting, Technical Recruiting, College Recruiting, Talent Acquisition, Screening, Management, Temporary Placement, Onboarding, Job Fairs, Interviews, Hiring, Building Relationships, Sales, Temporary Staffing, Human Resources, Screening Resumes, Cold Calling, Business Development, Permanent Placement, Staff Augmentation, Executive Search, Employee Relations, Talent Management, Employee Benefits, Recruitment Advertising, Resume Writing, Employee Training, Employer Branding, Corporate Recruiting, Taleo, PeopleSoft, New Hire Orientations, IT Recruitment, Job Descriptions, HRIS, Training, Boolean Searching, Benefits Administration, Workforce Planning, Personnel Management, Business Networking, RPO, Vendor Management, Networking
Education
Henderson State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Sunrise Identity June 2014 - Present
Sunrise Identity November 2012 - June 2014
Transmark Logistics Inc August 2009 - November 2012
M3 Creative / Messenger Corp April 2007 - April 2009
John Hancock Financial Network August 2006 - March 2007
Nordstrom November 2005 - August 2006
Skills
Project Management, Online Marketing, E-commerce, Marketing, Program Management, Web Project Management, Vendor Management, Logistics, Microsoft Office, Account Management, User Interface Design, Adobe Creative Suite, Email Marketing, Graphic Design, Agile Project Management, Google Analytics, CMS, Multimedia Project..., Creative Branding, Production Planning, Production Schedules, Digital Photography, Scrum, Social Media, Waterfall, MS Project, Contract Management, Web Content Management, Management, Cross-functional Team..., Project Planning
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
BA, Business Focus in Finance & Management
Central Washington University 2002 — 2004
Longfellow Investment Management Co. December 2012 - Present
Capital IQ January 2011 - August 2012
State Street March 2008 - January 2011
John Hancock Financial Network June 2007 - February 2008
Skills
Financial Modeling, Fixed Income, Equities, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Economics, Analysis, Derivatives, Credit Analysis, Investment Banking, Investments, Investment Management, DCF, Private Equity, Credit, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Asset Management, 3.52/4.00
University of Massachusetts, Amherst
B.A., Economics
Newton North High School
Signator Investors, Inc. April 2014 - Present
John Hancock Financial Network August 2011 - April 2014
Skills
Trend Analysis, Leading Meetings, Ad Hoc Reporting, MS Excel Pivot Tables, Expense Reports, Quarterly Reporting, Budget Process, Budget Reconciliation, Data Reconciliation, Expense Budget..., Budget Forecasts, Business Development, Asset Based Finance, Operating Expenses, Essbase, General Ledger, Field Operations, Trend Forecasting, Financial Reporting, Data Mining, Lawson General Ledger, Project Leadership, Headcount Reporting, Training, Analysis, Process Improvement, WebEx, Performance Management, Microsoft Excel, Data Analysis, Customer Service, Networking, Deferred Compensation, Teamwork, Microsoft Office, Lotus Notes, PowerPoint, Payroll, Call Centers, Microsoft Word, Management, Insurance, Employee Benefits, Employee Relations, PeopleSoft, Sales, Policy, Time Management, Finance
Education
Iona College
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Needham High School
Atlantic Judicial Circuit September 2015 - Present
Georgia Capital Defender Office April 2014 - May 2015
Jaffe & Haug, Atlanta Trial Lawyers Group, LLC May 2013 - July 2013
John Hancock Financial Network April 2012 - July 2012
Seven Step Recruiting November 2010 - April 2012
Child Advocacy Center April 2010 - October 2010
The Innocence Project of Florida January 2010 - April 2010
Skills
Lexis, Westlaw, Bloomberg, lexis advance, westlaw next, Shepardizing, Briefing, Legal Research, Legal Documents, Reading Comprehension, Legal Writing, Criminal Law, Trials, Document Review, Research, Criminal Defense, Editing, Civil Litigation, Applicant Tracking..., Recruiting, LexisNexis
Education
Mercer University - Walter F. George School of Law 2012 — 2015
Doctor of Law (J.D.)
Florida State University 2006 — 2010
Bachelor's degree, Criminology
Associated Financial Consultants & Investor Services November 2013 - Present
MassMutual Financial Group May 2011 - November 2013
John Hancock Financial Network April 2009 - June 2011
Skills
Disability Insurance, Securities, Retirement Planning, Long Term Care Insurance, Educational Consulting, Life Insurance, Strategic Financial..., Retirement, Insurance, Portfolio Management, Financial Services, Employee Benefits, Health Insurance, 401k
Education
Barry University 2005 — 2008
MBA/MSSM, Graduate School
University of Florida 2001 — 2005
B.S., Sport Management
Spanish River High School 1997 — 2001
VR Business Brokers Mergers & Acquisitions April 2015 - Present
Gilman & Ciocia June 2013 - April 2015
John Hancock Financial Network May 2011 - June 2013
Branch Banking & Trust Corporation October 2006 - January 2011
Skills
Investments, Finance, Insurance, Financial Planning, Retirement, Management, Financial Services, Investment Advisory, Fixed Annuities, Banking, Mutual Funds, Customer Service, Strategic Financial..., Strategic Planning, Portfolio Management, Retirement Planning, Leadership, Investment Banking, Wealth Management, Financial Analysis, Sales, Estate Planning, Asset Management, Employee Benefits, Marketing, Public Speaking, Loans, Life Insurance, Financial Advisory, 401k, Team Building, Securities, Asset Managment, Account Management, Mortgage Lending, Term Life Insurance, Coaching, Human Resources, Outlook, Microsoft Excel
Education
Lynn University 2010 — 2011
Master of Business Administration (M.B.A.), Financial Valuation Investment Management
Lynn University 2004 — 2006
Bachelor's degree, Hospitality Administration/Management
Cardinal Gibbons 1996 — 1999
High School Diploma
FactSet Research Systems December 2012 - Present
FactSet Research Systems July 2010 - December 2012
Evergreen Investments February 2008 - June 2009
John Hancock Financial Network August 2007 - February 2008
Phi Gamma Delta May 2005 - June 2007
Skills
Fixed Income Strategies, Fixed Income Technology, Fixed Income Portfolio..., Portfolio Management, Investments, Investment Management, VBA, Mutual Funds, Fixed Income, Fixed Income Analysis, Microsoft Excel, Equity Research, Financial Services, Series 7, Finance, Modern Portfolio Theory, Factset, PowerPoint, Derivatives, Microsoft Office, Excel, Portfolio Performance...
Education
Boston University 2008 — 2014
Master of Science (M.S.), Actuarial Science - Mathematical Finance
University of Vermont 2001 — 2005
Bachelor of Science (BS), Mathematics
Wayland High School 1997 — 2001
T. Rowe Price December 2013 - Present
T. Rowe Price June 2012 - December 2013
T. Rowe Price June 2011 - June 2012
T. Rowe Price June 2010 - June 2011
Law Offices of Robert Beatson March 2010 - May 2010
John Hancock Financial Network January 2009 - August 2009
Chevy Chase Bank June 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Trend Analysis, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA/MS, Finance
Boston University School of Medicine 2006 — 2007
MS, Biomedical Forensic Science
University of Virginia 2002 — 2006
BS, Biochemistry
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Wells Fargo Advisors March 2014 - Present
Wells Fargo 2012 - March 2014
John Hancock Financial Network January 2011 - November 2011
Skills
Banking, Retail Banking, Loan Servicing, Home Equity, Personal Finance, Personal Banking, Personal Budgeting, Commercial Banking, Loans, Strategic Financial..., Financial Services, Finance, Personal Financial..., College Football, Golf, Basketball, Lines Of Credit, Small Business Lending, Wealth Management, Credit Analysis, Retirement Planning, Credit, Investments, Financial Analysis, Mortgage Lending, Commercial Lending, Consumer Lending, Life Insurance, Residential Mortgages, Series 63, Series 6, Insurance, Mutual Funds, Loan Origination, Refinance, Cross Selling, Home Equity Loans, Commercial Mortgages, Credit Risk, Relationship Management, Financial Advisory, Asset Based Lending, Home Equity Lines of..., Construction Loans, SBA, Private Banking, IRAs
Education
Delta State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Northgate High School 2001 — 2005
Cutting Edge Recruiting Solutions October 2010 - Present
John Hancock Financial Network August 2008 - October 2010
Staffing Now, Inc. June 2005 - August 2008
Skills
Administration, Accounting, Technical Recruiting, Hiring, Resume Writing, Call Center Development, Senior Executives, Business Management, Recruiting, System Administration, Management, Temporary Staffing, Talent Aquisition, Executive Placements, On boarding, Talent Management, Applicant Tracking..., Onboarding, Time Management, Permanent Placement, Interviews, Account Management, Networking, Executive Management, Strategic Planning, Leadership, Human Resources, Internet Recruiting, Temporary Placement, New Business Development, Contract Recruitment, Building Relationships, Talent Acquisition, Sourcing, Staffing Services, Job Descriptions
Education
Florida Atlantic University
Bachelor of Arts, Communication & Multimedia Studies
Broward College
Associate of Arts, Mass Communications
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services 2013 - 2015
John Hancock Financial Network February 2011 - February 2013
John Hancock Financial Services August 2009 - February 2011
Manulife Financial July 2007 - August 2009
John Hancock Financial Services July 2006 - July 2007
John Hancock Financial Services June 2005 - July 2006
John Hancock Financial Services June 1999 - June 2005
John Hancock Financial Services June 1998 - June 1999
Skills
Project Management, Investments, Risk Management, Financial Analysis, Financial Services, Strategic Planning, Business Analysis, Insurance, Portfolio Management, Finance, Process Improvement
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Moyzilla LLC March 2014 - Present
International Group - John Hancock Financial Network July 2008 - March 2014
Root Capital Management October 2009 - January 2011
John Hancock Financial Network May 2007 - August 2007
Skills
Investments, Equity Research, Financial Analysis, Analysis, Data Analysis, Microsoft Excel, Insurance, Microsoft Office, Social Media, Business Analysis
Education
Hofstra University 2004 — 2008
B.B.A, Management, Economics
Canton High School
WestPoint Financial Group July 2010 - Present
John Hancock Financial Network June 2009 - July 2010
Sigma Alpha Epsilon Fraternity and Foundation July 2004 - July 2009
Salomon Smith Barney September 1999 - July 2004
Education
Ball State University - College of Business 1995 — 2000
BS, Finance
Capital Advisors Wealth Management February 2006 - Present
John Hancock Financial Network June 2002 - February 2006
Education
Boston University 2010 — 2011
Institute of Finance, Financial Planning
Washington State University - College of Business and Economics 1998 — 2002
Finance and Risk Management
VantagePointe Financial Group February 2010 - Present
John Hancock June 2006 - February 2010
John Hancock Financial Network April 2001 - June 2006
Education
Western Michigan University - Haworth College of Business 1997 — 2001
B.B.M and B.S, Business Management
Adrian College 1995 — 1998
Business and Psychology
Yelp June 2015 - Present
Donut Ave and Grill February 2012 - May 2015
Sim Investments January 2010 - March 2015
John Hancock Financial Network April 2011 - July 2013
Skills
Restaurant Management, Business Development, Food Service Operations, Contract Negotiation, Real Estate License, Account Management, Sales, Property Management, Advertising, Food & Beverage, Real Estate Investor, Planning Budgeting &..., Supply Chain Management, Salesforce.com
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2010
BA, Economics
DigitasLBi December 2014 - Present
G/O Digital March 2014 - November 2014
G/O Digital April 2013 - March 2014
Horton Group October 2011 - May 2013
Horton Group October 2011 - August 2012
Office of the Criminal Court Clerk October 2009 - January 2011
John Hancock Financial Network September 2007 - December 2007
The Aristomedia Group June 2007 - June 2007
Office of Councilman Tommy Bradley October 2006 - May 2007
Office of Congressman Jim Cooper September 2006 - May 2007
Skills
Photography, Social Media Marketing, Content Strategy, Social Media, Press Releases, Public Speaking, Event Planning, Research, Public Relations, Marketing Communications, Editing, Facebook, Copywriting, Advertising, Microsoft Office, Microsoft Excel, Event Management, Graphic Design, Website Development, Web Project Management, Microsoft Word, Blogging, Email Marketing, HTML, SEO, Marketing, Digital Media, Web Development
Education
George Mason University 2006 — 2009
Bachelor of Arts Degree, Integrative Studies; International Engagement and Leadership
University School of Nashville 1994 — 2006
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
AB January 2015 - Present
Wilmington Funds Wilmington Trust Investment Advisors May 2011 - December 2014
T. Rowe Price June 2010 - May 2011
Legg Mason April 2008 - May 2009
John Hancock Financial Network January 2007 - March 2008
Skills
Business Development, Mutual Funds, Asset Allocation, Investments, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Securities, Series 63, Series 7
Education
Loyola College in Maryland 2009 — 2011
MBA, Finance
Loyola College in Maryland 2002 — 2006
BBA, Marketing
John Hancock Financial Network May 2008 - Present
First Marblehead Education Resources 2006 - 2008
First Marblehead November 2006 - September 2007
Commonwealth of Massachusetts March 2006 - September 2006
John Hancock Financial Services 2002 - 2005
John Hancock 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1989 - 1993
Filenes 1987 - 1989
Education
Boston University
B.S., Management Studies: Computer Information Systems
University of Massachusetts Boston
Maven Business Development LLC December 2014 - Present
Retired for Now... December 2010 - Present
John Hancock Financial Network January 2008 - September 2011
The Florheat Company 2004 - 2005
CareerSite Corporation 1994 - 2004
Skills
Investments, Retirement Planning, Start-ups, Business Strategy, Retirement, Wealth Management, Mutual Funds, Mergers & Acquisitions, Strategic Planning, Investment Advisory, Strategy, Life Insurance, Strategic Financial..., Fixed Annuities
Education
Michigan State University 1965 — 1969
SERMO (formerly WorldOne) July 2014 - Present
WorldOne July 2013 - July 2014
WorldOne June 2011 - June 2013
John Hancock Financial Network January 2008 - January 2011
Skills
Market Research, Quantitative Research, Marketing Research, Data Analysis, Project Management, Segmentation, Financial Analysis, Market Analysis, Analysis, Management, Online Research, Analytics, Customer Insight
Education
Clemson University - College of Business and Behavioral Science
Bachelor of Science (B.S.), Management
John Hancock Financial Network May 2006 - Present
Education
Curry College 2002 — 2006
Publish Brand April 2011 - Present
John Hancock Financial Network January 2007 - May 2011
Skills
Retirement Planning, Fixed Annuities, Series 6, Mutual Funds, Retirement, IRAs, 401k, 529 Plans, FINRA, Long Term Care Insurance, Wealth Management, Life Insurance, Securities, Series 63
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
Bachelor of science, Finance and Financial Management Services
Thompson Consulting Services August 2011 - Present
SAIC, BDR Division June 2009 - August 2011
Second Harvest Food Bank of Central Florida 2007 - 2009
NewGate Capital Partners June 2008 - September 2008
Rollins College February 2008 - May 2008
McKeough Land Company July 2006 - August 2006
Dentsu London May 2006 - July 2006
John Hancock Financial Network March 2006 - June 2006
Skills
Strategic Planning, Project Planning, Nonprofits
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
MBA, Finance, Management
Grand Valley State University 2003 — 2007
Bachelor's of Science, Communication (Advertising and Public Relations)
United States Trustees Program August 2012 - December 2012
John Hancock Financial Network January 2008 - August 2010
Skills
Chinese, Japanese, Presidency, Bankruptcy, Retirement Planning, Bloomberg, Wealth Management, Financial Modeling, Fixed Annuities, Mandarin, Finance, Disability Insurance, Long-term Care, Estate Planning, Valuation, Portfolio Management, Data Analysis, Research, Insurance, Investments, Nonprofits
Education
Creighton University School of Law 2010 — 2013
Juris Doctor, Business Law, Tax Law
University of Nebraska at Omaha 2003 — 2008
Bachelor's, Speech Communication
Wheaton College 2002 — 2005
Bachelor's, Communication
U.S. Wealth Management December 2012 - November 2014
Commonwealth Financial Network May 2011 - November 2011
John Hancock Financial Network January 2008 - May 2011
John Hancock Financial Network June 2006 - January 2008
The Bulfinch Group (a Guardian Life Insurance Agency) June 2002 - June 2006
Skills
Financial Services, Marketing Strategy, Marketing Communications, Life Insurance, Direct Marketing, Strategic Financial..., Marketing, New Business Development, Business Planning, Small Business, Business Development, Marketing Management, Email Marketing, Strategic Consulting, Referrals, Prospecting for New..., Target Marketing, Niche Marketing, Strategy, Business Strategy, Digital Marketing, Online Marketing, Lead Generation, Competitive Analysis, Social Media, Market Planning, Leadership, Market Research, Salesforce.com, Marketing Research, Public Relations, Account Management, Integrated Marketing, Strategic Planning, Social Media Marketing, Strategic Partnerships, CRM, Brand Management, Online Advertising, B2B Marketing, Analytics, Advertising, Brand Development, Recruiting, Newsletters, Team Management, Internal Communications, Sales, Customer Retention, Management
Education
Merrimack College 1993 — 1997
Bachelor or Science in Business Administration, Marketing
John Hancock Financial Network March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - March 2012
John Hancock June 2005 - December 2010
Skills
Series 24, Series 7, Series 63, Sales, Mutual Funds, Retirement, Compliance
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government & Legal Studies
Maryland State Retirement and Pension System February 2011 - Present
Maryland State Retirement and Pension System April 2009 - February 2011
Keel Point Advisors, LLC June 2006 - March 2009
John Hancock Financial Network January 2005 - June 2006
Chevy Chase Financial Services July 2003 - December 2005
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Due Diligence, Portfolio Performance..., Microsoft Excel, Bloomberg, Alternative Investments, Finance, Financial Risk, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Finance, 3.9
Colgate University 1999 — 2003
Bachelor's degree, Economics and Mathematics
John Hancock Financial Network February 2011 - Present
Skills
Series 7, Lotus Notes, Excel, PowerPoint, Word, Access, Microsoft Word, Insurance, Microsoft Excel
Education
Northeastern University 1986 — 2001
DN Van Lines March 2005 - Present
American Psychology Association November 2007 - August 2008
John Hancock Financial Network January 2008 - May 2008
Education
Clark University 2004 — 2008
BA, Psychology
Dusa Pharmaceuticals September 2015 - Present
E Sam Jones Lighting Distributors March 2011 - Present
The Heartland Group December 2008 - May 2010
John Hancock Financial Network January 2007 - December 2008
Hueston Woods Lodge & Conference Center September 1998 - July 2002
Skills
Negotiation, Entrepreneurship, Product Marketing, Operations Management, Selling, Contract Negotiation, Competitive Analysis, Marketing, Sales Process, Management, Sales Operations, Budgets, Direct Sales, Key Account Management, Product Development, B2B, Team Building, Cross-functional Team..., Leadership, Marketing Strategy
Education
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Miami University
Cirrus Medical Staffing November 2013 - Present
Weatherby Healthcare March 2011 - September 2012
Global Head Hunters Group LLC 2010 - 2011
John Hancock Financial Network November 2008 - March 2009
Staffing Now September 2008 - November 2008
Aerotek Professional Services March 2008 - August 2008
Robbins Bros July 2007 - November 2007
Flag Credit Union November 2006 - May 2007
Bonefish Grill July 2004 - November 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Interviews, Training, Leadership, Temporary Placement, Time Management, Career Counseling, Customer Service, Internet Recruiting, Technical Recruiting, Temporary Staffing, Staffing Services, Contract Recruitment, Executive Search, Finance, Permanent Placement, Onboarding, Screening Resumes, Sourcing, Benefits Negotiation, Human Resources
Education
Florida State University 2002 — 2006
Communications, English, Political Science
Shutterfly Inc. February 2014 - Present
Park Sterling Bank November 2010 - February 2014
John Hancock Financial Network October 2005 - August 2010
Education
Clemson University
Witherow & Associates, Inc. 2009 - Present
John Hancock Financial Network 2009 - March 2012
Skills
Insurance, Customer Service, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits
Education
Middle Tennessee State University 1995 — 2000
Dow AgroSciences September 2009 - Present
Kaplan College March 2009 - October 2009
John Hancock Financial Network June 2008 - January 2009
Frank A Leyes & Associates May 2007 - May 2008
Ball State University 2006 - May 2008
Education
Ball State University 2005 — 2008
Bachelor of Arts, Political Science
John Hancock Financial Network June 2004 - Present
Wayne County July 1991 - November 2004
Ernst & Young 1984 - 1991
Education
Michigan State University 1980 — 1983
BA, Accounting
Cabrini High School
Northstar Wealth Partners August 2015 - Present
Northstar Wealth Partners May 2014 - August 2015
Signator Investors, Inc. October 2009 - May 2014
John Hancock Financial Network May 2007 - October 2009
John Hancock Financial Services December 2005 - May 2007
Lincoln Financial Group October 2004 - December 2005
Education
Eastern Connecticut State University 2000 — 2004
Bachelors of Arts, English
State Street September 2014 - Present
Santander Bank, N.A. May 2011 - September 2014
State Street Corporation June 2010 - January 2011
General Electric - Aviation June 2009 - December 2009
John Hancock Financial Network June 2008 - December 2008
Skills
Access, Portfolio Management, SQL, Bloomberg, Equities, Investments, Financial Modeling, Financial Analysis, Fixed Income, Risk Management, Insurance, Lotus Notes, Bloomberg Terminal, Finance, Morningstar, Mutual Funds, Financial Markets, Data Analysis, Microsoft Excel, Stata, Analysis
Education
Northeastern University 2006 — 2011
BS, Finance and Insurance
Niland Consulting, LLC September 2012 - Present
LIMRA International June 2008 - Present
Signator Investors Inc. April 2005 - July 2007
John Hancock Financial Network May 1982 - July 2007
John Hancock Financial Services 1982 - 2007
New England Mutual Life 1974 - 1982
Skills
Financial Services, Insurance, FINRA, Mutual Funds, Investments, Risk Management, Securities, Life Insurance, Management, AML, Retirement, Series 7, Fixed Annuities, Wealth Management, Retirement Planning, Series 63, Investment Advisory, Consulting, Due Diligence, Auditing, SEC, Series 65, 401k, Series 24, Expert Witness
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1989
MBA Exec.program, Business
Boston College 1968 — 1972
BA, English
Jack V. Butterfield Investment Company January 2009 - Present
John Hancock Financial Network January 2007 - December 2008
Skills
Financial Analysis, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Strategic Planning, Investment Advisory, Leadership, Retirement, Financial Reporting, Insurance, Microsoft Excel, Personal Financial..., Banking, Risk Management, Financial Modeling, Life Insurance, Wealth Management, Estate Planning, Fixed Annuities, Financial Planning
Education
Grand Valley State University 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Self Employed January 2010 - Present
John Hancock Financial Network January 2010 - April 2012
Wells Fargo Investments May 1998 - January 2010
Principal Financial Group March 1995 - May 1998
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, Fixed Annuities, Securities, Investment Management, 401k, Series 63, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Insurance
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts, Communications
John Hancock Financial Network PresidentMiskulin Wealth ManagementApril 2003 - October 2007
Education
Cleveland State University
Finance & Economics
John Hancock Insurance January 2014 - Present
John Hancock Long-Term Care Insurance July 2012 - January 2014
John Hancock Financial Network April 2011 - July 2012
RainToday.com June 2009 - April 2011
Wellesley Information Services June 2006 - January 2009
Skills
B2B, Email Marketing, Lead Generation, Sales, Online Advertising, Social Media
Education
Bates College 2002 — 2006
BS, English (creative writing concentration)
University of Melbourne 2005 — 2005
English (creative writing)
Thayer Academy 1998 — 2002
John Hancock Financial Network March 2003 - Present
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science Kinesiology, Sports Communication/Media Studies
Bottle Revolution June 2014 - Present
Capstone ISG December 2009 - June 2014
John Hancock Financial Network March 2007 - December 2009
New Image Marketing August 2005 - December 2007
Skills
Risk Management, Project Management, Business Development, Sales, Options, Recruiting, Estate Law, Retirement Planning, Investments, Budgets, Fixed Annuities, Mutual Funds, Business Continuity..., Retirement, Customer Service, Cross-functional Team..., Strategic Financial..., Loss Adjusting, Estimating
Education
Elon University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Elon University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
John Hancock Financial Network ConsultantPrudential Insurance1990 - 2000
Education
California State University-Northridge 1982 — 1988
BS, Computer Science
John Hancock Financial Network September 2002 - Present
Fidelity Investments January 2000 - August 2002
Skills
Certified Financial..., CLU, CLTC, Due Diligence, Series 7, Series 63, Series 24, Estate Planning, Relationship Management, Business Development, Sales, Business Strategy, Process Improvement, Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Series 65, Investment Advisory, Insurance
Education
Boston University
B.A., Economics
All3Media America February 2013 - Present
Endemol July 2012 - December 2012
Bunim Murray Productions February 2012 - July 2012
Bunim Murray Productions April 2010 - February 2012
Bunim Murray Productions January 2010 - April 2010
Bunim Murray Productions September 2009 - December 2009
The Daily Show with Jon Stewart June 2009 - August 2009
John Hancock Financial Network May 2008 - May 2009
Skills
Final Cut Pro, Production, Mac, Outlook, Recording, Television, Film Production, Avid, Producing, Editing, Post Production, Production Management, Screenwriting, Reality TV, Architecture, Unicycle, Garbage Collection, Gunsmithing, Insecticides, Musical Theatre, Neglected Tropical..., Pain Management, Snowshoeing, Zooarchaeology, Contemporary Dance, Love Of Learning
Education
Emerson College 2006 — 2009
BA, Studio Television Production
Betka & Carder Insurance LLC. April 2013 - Present
John Hancock Financial Network June 2005 - March 2013
Skills
Retirement
Education
Dana College 2001 — 2005
BS, Economics
TriZetto Corporation February 2009 - November 2013
John Hancock Financial Network March 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
Framingham State College 2002 — 2006
Capitas Financial November 2005 - Present
John Hancock Financial Network August 1995 - August 1999
Prudential Financial September 1994 - July 1995
Skills
Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Long Term Care Insurance, Financial Planners, Estate Planning, Health Insurance, 401k, Financial Planning
Education
Murray State University
English/Pre-Law
Murray State University
Capital Group July 2015 - Present
Capital Group 2012 - June 2015
NYLIFE Securities 2010 - 2012
John Hancock Financial Network July 2008 - December 2009
Skills
Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Strategic Financial..., Certified Financial..., Relationship Management, Institutional Investors, Separately Managed...
Education
New York University 2010 — 2011
Certificate of Financial Planning, Financial Planning
Fordham University 2004 — 2008
Bachelor of Arts (B.A.), Urban Studies, Economics
Baystate Financial June 2012 - Present
John Hancock Financial Network December 2009 - June 2012
TD Wealth Management January 2008 - December 2009
Edward Jones October 2003 - January 2008
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering, Chemistry
Boston University
Financial Planning
Jones International University 2010 - 2014
Insurance Designers of Kansas City September 2009 - April 2010
Jackson November 2007 - August 2008
John Hancock Financial Network January 2001 - November 2007
Skills
Retirement, Mutual Funds, Sales, Fixed Annuities, Retirement Planning, 401k, Financial Services, Relationship Management, Insurance, Investments, Salesforce.com, Asset Allocation, Wealth Management, Securities, Life Insurance, Alternative Investments, Financial Advisory, Long-term Care
Education
Iowa State University 1996 — 2000
Bachelor of Science (B.S.), Economics
Mormon Trail High School 1984 — 1996
John Hancock Financial Network - Pacific Financial Partners July 2008 - Present
John Hancock Financial Network January 2002 - July 2008
Education
Hawaii Pacific University 1998 — 2000
Master of Business Administration (MBA), Finance
CRA Charles River Associates July 2010 - Present
John Hancock Financial Network March 2008 - July 2010
Skills
Unified Communications, Lync, Video Production, Information Technology, Lync Server 2010, Telecommunications, Windows 7, OS X, IP PBX, iPhone, Blackberry, Video Conferencing, Laptops, MacBook, Tandberg, MacBook Pro, Office 365, iPhone Support, Blackberry Enterprise..., Active Directory, Customer Service, Microsoft Office, VMware Infrastructure, Hardware Support, Firefox, Sophos, Technical Documentation, Hardware Installation, Hard Drives, Mac OS X, Droid, ActiveSync, Asset Managment, Ghost Imaging, ImageX, BCM, VoIP, GoToAssist, WebEx, Polycom, Wireless Networking, Wireless Broadband, Management Consulting, Disaster Recovery, XP, GoToMeeting, Google Chrome, Windows XP, VPN, Networking
Education
Berklee College of Music 1997 — 2002
Bachelor of Arts (BA), Music Business Management
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
John Hancock Financial Network Commissioned Officer / CadetUnited States Coast Guard1980 - 1991
Education
US Coast Guard Academy 1980 — 1984
Bachelor of Science (B.S.), Government
Colorado State University
M. Ed.
John Hancock Financial Network December 2011 - Present
Education
Drury University 2006 — 2010
Bachelor of Science, Finance
John Hancock Financial Network 2000 - 2011
John Hancock Financial Network 2000 - 2011
Education
Massasoit Community College 1981 — 1984
Associate of Science (A.S.), Business Administration and Management, General, 3.0