John Hancock Financial Network
Industry: Insurance company
DescriptionFounded: 1999 Parent organization: John Hancock Subsidiaries LLC Subsidiary: Signator Financial Services, Inc.
John Hancock Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John Hancock Financial Network Employees
Employee
Years
Job
Industry
Dirk Trautman Dirk Trautman's John Hancock Financial Network Experience June 2007 - September 2011
Job General Sales Manager for Mutual of Omaha, Lincoln NE
Industry Insurance
Experience
Mutual of Omaha January 2013 - Present
Mutual of Omaha September 2011 - Present
John Hancock Financial Network June 2007 - September 2011
Skills
Life Insurance, 401k Rollovers, Business Owner Planning, Long Term Care Insurance, Disability Insurance
Education
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Mutual of Omaha January 2013 - Present
Mutual of Omaha September 2011 - Present
John Hancock Financial Network June 2007 - September 2011
Skills
Life Insurance, 401k Rollovers, Business Owner Planning, Long Term Care Insurance, Disability Insurance
Education
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Amanda Cardenas Amanda Cardenas's John Hancock Financial Network Experience January 2007 - December 2009
Job Pediatric Phone Triage Nurse and Special Needs Pediatric Caregiver
Industry Higher Education
Experience
Pediatric Wellness Group February 2015 - Present
Wilson-Pham Residence April 2011 - Present
Dr. Pamela Baj, RN, PhD, FAAN January 2014 - May 2015
Dr. Richard Glogau Dermatology February 2014 - December 2014
Synergy HomeCare of San Mateo September 2010 - July 2011
Vibe Teen Center June 2009 - July 2010
Dr. Michael Rose, PhD September 2009 - June 2010
Free Chapel OC January 2008 - May 2010
John Hancock Financial Network January 2007 - December 2009
Hoag Presbyterian Hospital November 2007 - May 2009
Skills
Research, Data Entry, PowerPoint, Microsoft Excel, Public Speaking, Photoshop, Data Analysis, Fundraising, Event Planning, Microsoft Word, Telephone Skills, Microsoft Office, Social Media, Spanish, Healthcare, Nonprofits, Teaching, Leadership, Customer Service, Social Networking, Community Outreach, Editing, Outlook, Volunteer Management, Grant Writing, Program Development, Facebook, Higher Education, Nursing, CPR Certified
Education
San Francisco State University 2011 — 2014
Master of Science (M.S.), Nursing
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Nursing
University of California, Irvine 2006 — 2010
Bachelor of Science (B.S.), Biological Sciences
Pediatric Wellness Group February 2015 - Present
Wilson-Pham Residence April 2011 - Present
Dr. Pamela Baj, RN, PhD, FAAN January 2014 - May 2015
Dr. Richard Glogau Dermatology February 2014 - December 2014
Synergy HomeCare of San Mateo September 2010 - July 2011
Vibe Teen Center June 2009 - July 2010
Dr. Michael Rose, PhD September 2009 - June 2010
Free Chapel OC January 2008 - May 2010
John Hancock Financial Network January 2007 - December 2009
Hoag Presbyterian Hospital November 2007 - May 2009
Skills
Research, Data Entry, PowerPoint, Microsoft Excel, Public Speaking, Photoshop, Data Analysis, Fundraising, Event Planning, Microsoft Word, Telephone Skills, Microsoft Office, Social Media, Spanish, Healthcare, Nonprofits, Teaching, Leadership, Customer Service, Social Networking, Community Outreach, Editing, Outlook, Volunteer Management, Grant Writing, Program Development, Facebook, Higher Education, Nursing, CPR Certified
Education
San Francisco State University 2011 — 2014
Master of Science (M.S.), Nursing
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Nursing
University of California, Irvine 2006 — 2010
Bachelor of Science (B.S.), Biological Sciences
Melissa Franco Fishler Melissa Franco Fishler's John Hancock Financial Network Experience January 2010 - December 2010
Job Executive Assistant to Mark Rosenbaum
Industry Financial Services
Experience
Rosenbaum Financial December 2010 - Present
John Hancock Financial Network January 2010 - December 2010
Finlandia Sauna Products, Inc January 2001 - January 2010
Northwest Real Estate Solutions November 2006 - June 2009
Detailz Auto Detailing March 2003 - November 2006
Investra, Inc June 1996 - December 2000
Education
Portland State University
Rosenbaum Financial December 2010 - Present
John Hancock Financial Network January 2010 - December 2010
Finlandia Sauna Products, Inc January 2001 - January 2010
Northwest Real Estate Solutions November 2006 - June 2009
Detailz Auto Detailing March 2003 - November 2006
Investra, Inc June 1996 - December 2000
Education
Portland State University
Harvey N Black III Harvey N Black III's John Hancock Financial Network Experience January 2014 - May 2015
Job Investment Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
Bryan Miller-Pagan's John Hancock Financial Network Experience April 2009 - Present
Job Investment Advisor Representative at John Hancock Financial Network
Industry Investment Management
Experience
John Hancock Financial Network April 2009 - Present
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.)
John Hancock Financial Network April 2009 - Present
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Matthew Spangler Matthew Spangler's John Hancock Financial Network Experience June 1999 - January 2010
Job Portfolio Manager at Signal Research Group, LLC.
Industry Investment Management
Experience
Signal Research Group, LLC December 2013 - Present
Merit Advisors, Inc. February 2010 - December 2013
John Hancock Financial Network June 1999 - January 2010
Skills
Wealth Management, Portfolio Management, 401k, Sales, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Securities, Uniform Combined State..., Investment Management, Strategic Planning, Investments, Mutual Funds
Education
Oklahoma Baptist University 1995 — 1999
BBA, Management
Signal Research Group, LLC December 2013 - Present
Merit Advisors, Inc. February 2010 - December 2013
John Hancock Financial Network June 1999 - January 2010
Skills
Wealth Management, Portfolio Management, 401k, Sales, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Securities, Uniform Combined State..., Investment Management, Strategic Planning, Investments, Mutual Funds
Education
Oklahoma Baptist University 1995 — 1999
BBA, Management
Scott Rachlin Scott Rachlin's John Hancock Financial Network Experience June 2004 - December 2009
Job Language On, LLC
Industry Education Management
Experience
Language On Schools December 2009 - Present
John Hancock Financial Network June 2004 - December 2009
Skills
Investments, Life Insurance, Fixed Annuities, Personal Finance, Business, Social Media Marketing, Social Networking, Public Speaking, Social Media, Marketing, Real Estate, E-commerce, SEO, Online Advertising, Coaching, Entrepreneurship, Sales, Online Marketing
Education
University of South Florida 2000 — 2003
Bachelor of Arts, Mass Communication
Language On Schools December 2009 - Present
John Hancock Financial Network June 2004 - December 2009
Skills
Investments, Life Insurance, Fixed Annuities, Personal Finance, Business, Social Media Marketing, Social Networking, Public Speaking, Social Media, Marketing, Real Estate, E-commerce, SEO, Online Advertising, Coaching, Entrepreneurship, Sales, Online Marketing
Education
University of South Florida 2000 — 2003
Bachelor of Arts, Mass Communication
Bryan Tutt Bryan Tutt's John Hancock Financial Network Experience May 1999 - January 2011
Job Financial Advisor with 15+ years of experience
Industry Financial Services
Experience
Cetera Advisor Networks, Member SIPC February 2011 - Present
John Hancock Financial Network May 1999 - January 2011
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, 401k, IRAs, Estate Planning, Strategic Planning, Customer Service, Series 7, Life Insurance, Due Diligence, Series 63, Insurance, Fixed Annuities, Risk Management, Disability Insurance, Long-term Care, Variable Annuities
Education
Oklahoma State University 1994 — 1998
Bachelors of Science in Business Administration
Cetera Advisor Networks, Member SIPC February 2011 - Present
John Hancock Financial Network May 1999 - January 2011
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, 401k, IRAs, Estate Planning, Strategic Planning, Customer Service, Series 7, Life Insurance, Due Diligence, Series 63, Insurance, Fixed Annuities, Risk Management, Disability Insurance, Long-term Care, Variable Annuities
Education
Oklahoma State University 1994 — 1998
Bachelors of Science in Business Administration
Tony Todisco Tony Todisco's John Hancock Financial Network Experience 2007 - January 2011
Job Vice President, U.S. Wealth Management Information Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
John Hancock Financial Network 2007 - January 2011
John Hancock January 1993 - January 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Manulife Financial 2004 - 2007
Skills
Business Process..., Equities, PMO, Mergers, Wealth Management, Integration, IT Strategy, Risk Management, Fixed Annuities, Systems Analysis, Management, Business Requirements, Insurance, Securities, Financial Services, Project Management, Fixed Income, Finance, Program Management, Financial Analysis, Mergers & Acquisitions, Mutual Funds
Education
Northeastern University 1985 — 1989
BS, Finance
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
John Hancock Financial Network 2007 - January 2011
John Hancock January 1993 - January 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Manulife Financial 2004 - 2007
Skills
Business Process..., Equities, PMO, Mergers, Wealth Management, Integration, IT Strategy, Risk Management, Fixed Annuities, Systems Analysis, Management, Business Requirements, Insurance, Securities, Financial Services, Project Management, Fixed Income, Finance, Program Management, Financial Analysis, Mergers & Acquisitions, Mutual Funds
Education
Northeastern University 1985 — 1989
BS, Finance
Nate Richter, CFP ® Nate Richter, CFP ®'s John Hancock Financial Network Experience 2005 - 2006
Job Financial Planner at StoneCreek Financial
Industry Financial Services
Experience
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
Jeremy Sitzer - Financial Services Jeremy Sitzer - Financial Services's John Hancock Financial Network Experience September 2009 - Present
Job Serving the 55+ Community
Industry Mental Health Care
Experience
John Hancock Financial Network September 2009 - Present
Skills
Customer Service, Public Speaking, Investments, Leadership, Marketing, Financial Services, Team Building, Microsoft Office, Portfolio Management
Education
University of Delaware 1970 — 1974
BS, ECONOMICS
John Hancock Financial Network September 2009 - Present
Skills
Customer Service, Public Speaking, Investments, Leadership, Marketing, Financial Services, Team Building, Microsoft Office, Portfolio Management
Education
University of Delaware 1970 — 1974
BS, ECONOMICS
Jerad LaParl's John Hancock Financial Network Experience March 2011 - Present
Job Registered Representitive at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network March 2011 - Present
Michigan Financial Companies 2011 - Present
Sto-Away Storage February 2007 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Retirement, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., IRAs, 401k, Investment Advisory, Asset Allocation, Life Insurance, Securities, Series 6
Education
Oakland University 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
John Hancock Financial Network March 2011 - Present
Michigan Financial Companies 2011 - Present
Sto-Away Storage February 2007 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Retirement, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., IRAs, 401k, Investment Advisory, Asset Allocation, Life Insurance, Securities, Series 6
Education
Oakland University 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Jesse Schulman Jesse Schulman's John Hancock Financial Network Experience January 2009 - February 2010
Job Senior Associate at KPMG LLP
Industry Financial Services
Experience
KPMG LLP November 2010 - Present
John Hancock Financial Network January 2009 - February 2010
Major League Baseball June 2007 - August 2007
Make-A-Wish Foundation January 2007 - May 2007
New York State Office of the Comptroller June 2006 - August 2006
Skills
Insurance, Auditing, Investments, Data Analysis, Microsoft Excel, Microsoft Office, Project Management, Process Improvement, Change Management, Microsoft Word, Management, Budgets, Customer Service
Education
State University of New York College at Geneseo 2004 — 2008
B.S., Business Administration
Mamaroneck High School 2000 — 2004
KPMG LLP November 2010 - Present
John Hancock Financial Network January 2009 - February 2010
Major League Baseball June 2007 - August 2007
Make-A-Wish Foundation January 2007 - May 2007
New York State Office of the Comptroller June 2006 - August 2006
Skills
Insurance, Auditing, Investments, Data Analysis, Microsoft Excel, Microsoft Office, Project Management, Process Improvement, Change Management, Microsoft Word, Management, Budgets, Customer Service
Education
State University of New York College at Geneseo 2004 — 2008
B.S., Business Administration
Mamaroneck High School 2000 — 2004
Brian Phillips's John Hancock Financial Network Experience September 2006 - August 2007
Job Dynamic Team Leader & Customer Success Advocate, Former Senior Director Seeking Opportunities
Industry Internet
Experience
eMarketer January 2015 - April 2015
eMarketer March 2014 - January 2015
eMarketer September 2013 - March 2014
Experian Marketing Services November 2012 - August 2013
Experian Hitwise February 2011 - November 2012
Channel Capital Group / HedgeFund.net September 2007 - February 2011
John Hancock Financial Network September 2006 - August 2007
Skills
Business Development, Marketing Strategy, Marketing, Online Marketing, Online Advertising, Sales, Web Analytics, Digital Marketing, Digital Strategy, Lead Generation, Management, Market Research, Customer Acquisition, Marketing Research, Customer Insight, CRM, Social Media Marketing
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Business Administration and Management, General
eMarketer January 2015 - April 2015
eMarketer March 2014 - January 2015
eMarketer September 2013 - March 2014
Experian Marketing Services November 2012 - August 2013
Experian Hitwise February 2011 - November 2012
Channel Capital Group / HedgeFund.net September 2007 - February 2011
John Hancock Financial Network September 2006 - August 2007
Skills
Business Development, Marketing Strategy, Marketing, Online Marketing, Online Advertising, Sales, Web Analytics, Digital Marketing, Digital Strategy, Lead Generation, Management, Market Research, Customer Acquisition, Marketing Research, Customer Insight, CRM, Social Media Marketing
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Business Administration and Management, General
Alden Ray Alden Ray's John Hancock Financial Network Experience August 2014 - December 2014
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
John Hancock Financial Network August 2014 - December 2014
Liberty International May 2013 - September 2013
Education
Salve Regina University 2010 — 2014
Bachelor of Science (B.S.), Financial Management and Business Administration
Fitch Senior High School
Merrill Lynch January 2015 - Present
John Hancock Financial Network August 2014 - December 2014
Liberty International May 2013 - September 2013
Education
Salve Regina University 2010 — 2014
Bachelor of Science (B.S.), Financial Management and Business Administration
Fitch Senior High School
Gilli Hyde Gilli Hyde's John Hancock Financial Network Experience June 2007 - October 2008
Job Corporate Operations Administrator at Bug Out Service, LLC
Industry Retail
Experience
Bug Out Service, LLC October 2014 - Present
WIS International June 2011 - October 2014
Jacksonville Regional Chamber of Commerce October 2009 - December 2010
JOHN HANCOCK FINANCIAL NETWORK June 2007 - October 2008
Florida Financial Group June 2004 - June 2007
HUFFY SERVICE FIRST, INC January 1997 - January 2004
NORDIC TRACK, INC January 1993 - January 1997
Skills
Recruiting, Management, Training, Customer Satisfaction, Leadership, Marketing, Sales, Insurance, New Business Development, Customer Service, Sales Operations, Retail, Budgets, Time Management, Sales Management
Education
University of North Carolina at Wilmington 1981 — 1985
BA, Environmental Studies; biology
Bug Out Service, LLC October 2014 - Present
WIS International June 2011 - October 2014
Jacksonville Regional Chamber of Commerce October 2009 - December 2010
JOHN HANCOCK FINANCIAL NETWORK June 2007 - October 2008
Florida Financial Group June 2004 - June 2007
HUFFY SERVICE FIRST, INC January 1997 - January 2004
NORDIC TRACK, INC January 1993 - January 1997
Skills
Recruiting, Management, Training, Customer Satisfaction, Leadership, Marketing, Sales, Insurance, New Business Development, Customer Service, Sales Operations, Retail, Budgets, Time Management, Sales Management
Education
University of North Carolina at Wilmington 1981 — 1985
BA, Environmental Studies; biology
Declan O'Beirne Declan O'Beirne's John Hancock Financial Network Experience 2008 - 2013
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
Chris S. Eilers Chris S. Eilers's John Hancock Financial Network Experience February 2003 - April 2012
Job President
Industry Financial Services
Experience
Aspire Financial Partners 2002 - Present
John Hancock Financial Network February 2003 - April 2012
Skills
Investments, Financial Services, Retirement Planning, Insurance, Mutual Funds, Disability Insurance, 401k, 401k Rollovers, Life Insurance, Term Life Insurance, Long Term Care Insurance, Estate Planning, Managed Money, Wealth Management
Education
University of Alabama 1993 — 1997
Consumer Services/Marketing
Aspire Financial Partners 2002 - Present
John Hancock Financial Network February 2003 - April 2012
Skills
Investments, Financial Services, Retirement Planning, Insurance, Mutual Funds, Disability Insurance, 401k, 401k Rollovers, Life Insurance, Term Life Insurance, Long Term Care Insurance, Estate Planning, Managed Money, Wealth Management
Education
University of Alabama 1993 — 1997
Consumer Services/Marketing
Chris Colaitis Chris Colaitis's John Hancock Financial Network Experience January 2011 - May 2011
Job Senior Associate Global Client Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Barclays Capital May 2012 - December 2014
John Hancock Financial Network January 2011 - May 2011
Skills
Capital Markets, CRM, Banking, Bloomberg, Microsoft Excel, Project Management, Finance, Banking Relationships, Salesforce.com, Insurance, Account Management, Financial Services
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
BS, Finance, Information Systems
Glen Rock High School 2004 — 2008
BNY Mellon December 2014 - Present
Barclays Capital May 2012 - December 2014
John Hancock Financial Network January 2011 - May 2011
Skills
Capital Markets, CRM, Banking, Bloomberg, Microsoft Excel, Project Management, Finance, Banking Relationships, Salesforce.com, Insurance, Account Management, Financial Services
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
BS, Finance, Information Systems
Glen Rock High School 2004 — 2008
Patrick Feeley's John Hancock Financial Network Experience August 2010 - January 2011
Job Account Executive at CVS Health
Industry Retail
Experience
CVS Health December 2014 - Present
CVS Health April 2013 - December 2014
CVS Health March 2011 - April 2013
John Hancock Financial Network August 2010 - January 2011
State of Rhode Island May 2009 - August 2009
Skills
Highly Ambitious, Analytics, Communication, Flexibility, Forward Thinking, Real Estate, Analysis, Finance, Leadership, Merchandising, Retail, Management, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Investments, Pharmacy Benefit..., Recruiting, Sales, Strategy
Education
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Bishop Hendricken High School
High School
Loomis Chaffee
CVS Health December 2014 - Present
CVS Health April 2013 - December 2014
CVS Health March 2011 - April 2013
John Hancock Financial Network August 2010 - January 2011
State of Rhode Island May 2009 - August 2009
Skills
Highly Ambitious, Analytics, Communication, Flexibility, Forward Thinking, Real Estate, Analysis, Finance, Leadership, Merchandising, Retail, Management, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Investments, Pharmacy Benefit..., Recruiting, Sales, Strategy
Education
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Bishop Hendricken High School
High School
Loomis Chaffee
Eric Palumbo Eric Palumbo's John Hancock Financial Network Experience April 2009 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Rochester September 2011 - Present
John Hancock Financial Network April 2009 - September 2011
Skills
Disability Insurance, Long-term Care, Retirement, Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Variable Annuities, Long Term Care Insurance, 401k, Finance, Mutual Funds, Series 63, Securities, IRAs
Education
Springfield College 2004 — 2008
Bachelors, Business Management
Churchville Chili Senior High School 2000 — 2004
MassMutual Rochester September 2011 - Present
John Hancock Financial Network April 2009 - September 2011
Skills
Disability Insurance, Long-term Care, Retirement, Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Variable Annuities, Long Term Care Insurance, 401k, Finance, Mutual Funds, Series 63, Securities, IRAs
Education
Springfield College 2004 — 2008
Bachelors, Business Management
Churchville Chili Senior High School 2000 — 2004
Ryan Passante Ryan Passante's John Hancock Financial Network Experience June 2006 - December 2007
Job Sales and Marketing Representative at Ryan Homes
Industry Real Estate
Experience
NVR Inc./Ryan Homes June 2010 - Present
Centex Homes December 2007 - December 2010
John Hancock Financial Network June 2006 - December 2007
Skills
Sellers, Negotiation, Real Estate, Listings, Selling, Residential Homes, New Home Sales, First Time Home Buyers, Buyers, New Homes, Referrals, Single Family Homes, Property, Real Estate Transactions, Relocation, Investors, Move Up Buyers, Homebuilding, New Home Construction, FHA, Real Estate Financing
Education
Old Dominion University
B.S, Sports Management
NVR Inc./Ryan Homes June 2010 - Present
Centex Homes December 2007 - December 2010
John Hancock Financial Network June 2006 - December 2007
Skills
Sellers, Negotiation, Real Estate, Listings, Selling, Residential Homes, New Home Sales, First Time Home Buyers, Buyers, New Homes, Referrals, Single Family Homes, Property, Real Estate Transactions, Relocation, Investors, Move Up Buyers, Homebuilding, New Home Construction, FHA, Real Estate Financing
Education
Old Dominion University
B.S, Sports Management
Elizabeth A. Blackburn, CLTC, RHU, LTCP's John Hancock Financial Network Experience December 1993 - August 2007
Job Regional Director, Sales Training & Development John Hancock Insurance
Industry Insurance
Experience
John Hancock Insurance August 2007 - Present
John Hancock Financial Network December 1993 - August 2007
Skills
Insurance, Long Term Care Insurance, Training, Long-term Care, Sales, Sales Management, Employee Benefits, Public Speaking, Marketing, New Business Development, Series 6, Salesforce.com, GoToMeeting, Brain Shark..., Learning Management..., SmarterU Certified...
Education
Strayer University-Maryland 1994 — 1996
Masters, Accounting
State University of New York College at Buffalo 1988 — 1990
BS, Management
John Hancock Insurance August 2007 - Present
John Hancock Financial Network December 1993 - August 2007
Skills
Insurance, Long Term Care Insurance, Training, Long-term Care, Sales, Sales Management, Employee Benefits, Public Speaking, Marketing, New Business Development, Series 6, Salesforce.com, GoToMeeting, Brain Shark..., Learning Management..., SmarterU Certified...
Education
Strayer University-Maryland 1994 — 1996
Masters, Accounting
State University of New York College at Buffalo 1988 — 1990
BS, Management
Jim Bonnell, MBA, CSA, LUTCF Jim Bonnell, MBA, CSA, LUTCF's John Hancock Financial Network Experience June 2002 - August 2004
Job Manorhouse Management, Inc.
Industry Hospital & Health Care
Experience
Manorhouse Management, Inc. August 2010 - Present
Home Builders Association of Virginia April 2006 - July 2010
State Farm Insurance Co's August 2004 - March 2006
John Hancock Financial Network June 2002 - August 2004
Skills
Long-term Care, Medicare, Strategic Planning, Insurance, Healthcare, Managed Care, Health Insurance, Leadership, Management, Contract Negotiation, Budgets, Project Management
Education
Virginia Commonwealth University - School of Business 2011 — 2013
Master of Business Administration (MBA)
The American College 2004 — 2006
LUTCF, Insurance
James Madison University - College of Business 1998 — 2002
BA, Computer Info Systems
Manorhouse Management, Inc. August 2010 - Present
Home Builders Association of Virginia April 2006 - July 2010
State Farm Insurance Co's August 2004 - March 2006
John Hancock Financial Network June 2002 - August 2004
Skills
Long-term Care, Medicare, Strategic Planning, Insurance, Healthcare, Managed Care, Health Insurance, Leadership, Management, Contract Negotiation, Budgets, Project Management
Education
Virginia Commonwealth University - School of Business 2011 — 2013
Master of Business Administration (MBA)
The American College 2004 — 2006
LUTCF, Insurance
James Madison University - College of Business 1998 — 2002
BA, Computer Info Systems
Matthew Guiness Matthew Guiness's John Hancock Financial Network Experience July 2009 - August 2009
Job Aladdin Business Client Services at BlackRock
Industry
Experience
BlackRock August 2014 - Present
Fidelity Investments June 2013 - August 2013
Louis F. Guiness, Inc. May 2012 - August 2012
John Hancock Financial Network July 2009 - August 2009
Wizard of Adz July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word
Education
Tufts University 2010 — 2014
Bachelor of Sciences (BS), Econometrics and Quantitative Economics
Needham High School 2006 — 2010
BlackRock August 2014 - Present
Fidelity Investments June 2013 - August 2013
Louis F. Guiness, Inc. May 2012 - August 2012
John Hancock Financial Network July 2009 - August 2009
Wizard of Adz July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word
Education
Tufts University 2010 — 2014
Bachelor of Sciences (BS), Econometrics and Quantitative Economics
Needham High School 2006 — 2010
Michael Wohlrab Michael Wohlrab's John Hancock Financial Network Experience June 1984 - November 2006
Job Home repair, remodeling
Industry Construction
Experience
Andy OnCall Sarasota/Bradenton November 2006 - Present
John Hancock Financial Network June 1984 - November 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, English, Research, Photoshop, Teaching, HTML, Budgets, Editing, C++
Education
The American College 1988 — 1994
Chartered Financial Consultant (ChFC), Chartered Life Underwriter, (CLU),, Financial Planning and Services
St. Bonaventure University Allegany, NY 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Andy OnCall Sarasota/Bradenton November 2006 - Present
John Hancock Financial Network June 1984 - November 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, English, Research, Photoshop, Teaching, HTML, Budgets, Editing, C++
Education
The American College 1988 — 1994
Chartered Financial Consultant (ChFC), Chartered Life Underwriter, (CLU),, Financial Planning and Services
St. Bonaventure University Allegany, NY 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Andres Berroa's John Hancock Financial Network Experience 2011 - 2012
Job Financial Advisor, Principal | Helping organizations and their employees optimize the value of their retirement plan.
Industry Financial Services
Experience
Benefit Solutions Of America LLC 2014 - Present
MassMutual Financial Group 2012 - 2014
John Hancock Financial Network 2011 - 2012
Skills
Long Term Care Insurance, Retirement Planning, Portfolio Management, Disability Insurance, Financial Services, Insurance, Investments, Series 7, Series 63, Strategic Financial..., Fixed Annuities, Retirement, Life Insurance, Finance, Financial Planners, Series 6, Financial Advisory, Securities, Estate Planning, Financial Analysis, Mutual Funds, Equities, Wealth, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Banking, IRAs, Wealth Management, Employee Benefits
Education
Nova Southeastern University
Bachelor of Science (B.S.), Finance
Benefit Solutions Of America LLC 2014 - Present
MassMutual Financial Group 2012 - 2014
John Hancock Financial Network 2011 - 2012
Skills
Long Term Care Insurance, Retirement Planning, Portfolio Management, Disability Insurance, Financial Services, Insurance, Investments, Series 7, Series 63, Strategic Financial..., Fixed Annuities, Retirement, Life Insurance, Finance, Financial Planners, Series 6, Financial Advisory, Securities, Estate Planning, Financial Analysis, Mutual Funds, Equities, Wealth, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Banking, IRAs, Wealth Management, Employee Benefits
Education
Nova Southeastern University
Bachelor of Science (B.S.), Finance
John Nevins John Nevins's John Hancock Financial Network Experience 2011 - January 2014
Job Director of Sales at Gravitational Marketing
Industry Marketing and Advertising
Experience
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Fuad Mansour Fuad Mansour's John Hancock Financial Network Experience December 2006 - Present
Job Managing Partner at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network December 2006 - Present
John Hancock Financial Network March 1982 - Present
John Hancock Financial Network March 1982 - Present
Skills
CLU, ChFC, CLTC
Education
San Francisco State University 1976 — 1978
MS Candidate, Bio-Chemistry
Youngstown State Univirsity 1971 — 1975
BA, Pre-Med
John Hancock Financial Network December 2006 - Present
John Hancock Financial Network March 1982 - Present
John Hancock Financial Network March 1982 - Present
Skills
CLU, ChFC, CLTC
Education
San Francisco State University 1976 — 1978
MS Candidate, Bio-Chemistry
Youngstown State Univirsity 1971 — 1975
BA, Pre-Med
Ali Elnajjar Ali Elnajjar's John Hancock Financial Network Experience January 2004 - December 2011
Job AE Financial & Risk Management Principal
Industry Financial Services
Experience
AE Financial & Risk Management, Inc. June 2009 - Present
John Hancock Financial Network January 2004 - December 2011
Skills
Wealth Management..., Financial Planning, Risk Management, Wealth Protection, Financial Analysis, Wealth Accumulation, Estate Conservation, Retirement Planning, Buy Sell Agreement..., Insurance Needs Analysis, Insurance, Strategic Financial..., Wealth, Buy-sell Agreements, Finance, Fixed Annuities, Financial Risk, Investment Strategies, FINRA, Portfolio Management, Retirement, Series 63, Estate Law, Series 6, Investments, Wealth Management, Estate Planning, 401k, Asset Management, Loans, Economics, Investment Advisory, IRAs, Analysis, Strategy, Life Insurance, Underwriting, Financial Services, Mergers & Acquisitions, Small Business, Securities, Management
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor's, Risk Management & Insurance
AE Financial & Risk Management, Inc. June 2009 - Present
John Hancock Financial Network January 2004 - December 2011
Skills
Wealth Management..., Financial Planning, Risk Management, Wealth Protection, Financial Analysis, Wealth Accumulation, Estate Conservation, Retirement Planning, Buy Sell Agreement..., Insurance Needs Analysis, Insurance, Strategic Financial..., Wealth, Buy-sell Agreements, Finance, Fixed Annuities, Financial Risk, Investment Strategies, FINRA, Portfolio Management, Retirement, Series 63, Estate Law, Series 6, Investments, Wealth Management, Estate Planning, 401k, Asset Management, Loans, Economics, Investment Advisory, IRAs, Analysis, Strategy, Life Insurance, Underwriting, Financial Services, Mergers & Acquisitions, Small Business, Securities, Management
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor's, Risk Management & Insurance
Brian M Pasalich's John Hancock Financial Network Experience June 2006 - September 2008
Job Vice President | MassMutual Financial Group New JerseyNYC
Industry Financial Services
Experience
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
Timothy J. Martin CFP®, ChSNC Timothy J. Martin CFP®, ChSNC's John Hancock Financial Network Experience May 1998 - October 2008
Job Certified Financial Planner™, ChSNC
Industry Financial Services
Experience
Planned Financial Services, LLC 2008 - Present
John Hancock Financial Network May 1998 - October 2008
Education
Hillsdale College 1994 — 1998
B.S., Psychology
The American College
Chartered Special Needs Consultant
Planned Financial Services, LLC 2008 - Present
John Hancock Financial Network May 1998 - October 2008
Education
Hillsdale College 1994 — 1998
B.S., Psychology
The American College
Chartered Special Needs Consultant
Steve Koziol Steve Koziol's John Hancock Financial Network Experience May 2011 - April 2012
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2012 - Present
John Hancock Financial Network May 2011 - April 2012
MetLife April 2009 - April 2011
Skills
Risk Management, Process Improvement, Financial Analysis, Business Process..., Insurance, Management, Strategic Planning, Management Consulting, Business Analysis, Executive Management, Mergers & Acquisitions, Managerial Finance, Securities, Change Management, Team Building, Forecasting, Budgets, Project Management, Business Strategy, Mutual Funds, Series 24, FINRA
Education
Radford University 2001 — 2003
Information Technology
Radford University 1988 — 1992
Organizational Management
Lincoln Financial Advisors April 2012 - Present
John Hancock Financial Network May 2011 - April 2012
MetLife April 2009 - April 2011
Skills
Risk Management, Process Improvement, Financial Analysis, Business Process..., Insurance, Management, Strategic Planning, Management Consulting, Business Analysis, Executive Management, Mergers & Acquisitions, Managerial Finance, Securities, Change Management, Team Building, Forecasting, Budgets, Project Management, Business Strategy, Mutual Funds, Series 24, FINRA
Education
Radford University 2001 — 2003
Information Technology
Radford University 1988 — 1992
Organizational Management
Kara Folsom's John Hancock Financial Network Experience August 2010 - July 2011
Job Talent Acquisition
Industry Telecommunications
Experience
American Tower May 2015 - Present
Acquia August 2014 - May 2015
Monetate, Inc. February 2014 - July 2014
Starpoint Solutions January 2012 - January 2014
John Hancock Financial Network August 2010 - July 2011
Independence Financial Partners August 2010 - July 2011
BioImagene November 2009 - July 2010
TSL Marketing 2009 - 2009
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Sales, Business Development, Networking, Contract Recruitment, Interviews, Applicant Tracking..., Talent Management, Staffing Services, Talent Acquisition, Temporary Placement, Business Networking, New Business Development, Executive Search, Permanent Placement, Lead Generation, Full-life Cycle..., Building Relationships, Account Management, Public Relations, Temporary Staffing, Sales Prospecting, Information Architecture, User Experience, Staff Augmentation, College Recruiting, Benefits Negotiation, Oracle, Marketing, Personal Branding, Sales Presentations, Enterprise Software, Closing Deals, Strategy, Talent Analytics, Sourcing, Start-ups
Education
University of New Brunswick 1999 — 2005
BSCKin, Kinesiology and Exercise Science
Fredericton HIgh School 1996 — 1999
American Tower May 2015 - Present
Acquia August 2014 - May 2015
Monetate, Inc. February 2014 - July 2014
Starpoint Solutions January 2012 - January 2014
John Hancock Financial Network August 2010 - July 2011
Independence Financial Partners August 2010 - July 2011
BioImagene November 2009 - July 2010
TSL Marketing 2009 - 2009
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Sales, Business Development, Networking, Contract Recruitment, Interviews, Applicant Tracking..., Talent Management, Staffing Services, Talent Acquisition, Temporary Placement, Business Networking, New Business Development, Executive Search, Permanent Placement, Lead Generation, Full-life Cycle..., Building Relationships, Account Management, Public Relations, Temporary Staffing, Sales Prospecting, Information Architecture, User Experience, Staff Augmentation, College Recruiting, Benefits Negotiation, Oracle, Marketing, Personal Branding, Sales Presentations, Enterprise Software, Closing Deals, Strategy, Talent Analytics, Sourcing, Start-ups
Education
University of New Brunswick 1999 — 2005
BSCKin, Kinesiology and Exercise Science
Fredericton HIgh School 1996 — 1999
Kevin Kronyak Kevin Kronyak's John Hancock Financial Network Experience June 2008 - September 2008
Job Senior Underwriter at Liberty International Underwriters
Industry Insurance
Experience
Liberty International Underwriters March 2012 - Present
AIG September 2009 - March 2012
University of Maryland - Campus Recreation Services 2006 - 2009
John Hancock Financial Network June 2008 - September 2008
Skills
Risk Management, Microsoft Office, Finance, Underwriting, Financial Risk, Insurance, Microsoft Excel, Strategy
Education
University of Maryland College Park 2005 — 2009
BS, Finance, Operations Management
Liberty International Underwriters March 2012 - Present
AIG September 2009 - March 2012
University of Maryland - Campus Recreation Services 2006 - 2009
John Hancock Financial Network June 2008 - September 2008
Skills
Risk Management, Microsoft Office, Finance, Underwriting, Financial Risk, Insurance, Microsoft Excel, Strategy
Education
University of Maryland College Park 2005 — 2009
BS, Finance, Operations Management
Frayne Abernathy's John Hancock Financial Network Experience January 2007 - December 2007
Job Project Manager at JLL
Industry Financial Services
Experience
JLL February 2015 - Present
Aurora Investment Management November 2012 - December 2014
Aurora Investment Management July 2010 - November 2012
Hudson Securities January 2008 - July 2010
John Hancock Financial Network January 2007 - December 2007
Skills
Series 7, Hedge Funds, Alternative Investments, Investments, Leadership, Investment Management, Trading, Equities, Financial Modeling, Microsoft Office, Social Media, Mutual Funds
Education
Northwestern University 2003 — 2007
BS, Communication Studies
JLL February 2015 - Present
Aurora Investment Management November 2012 - December 2014
Aurora Investment Management July 2010 - November 2012
Hudson Securities January 2008 - July 2010
John Hancock Financial Network January 2007 - December 2007
Skills
Series 7, Hedge Funds, Alternative Investments, Investments, Leadership, Investment Management, Trading, Equities, Financial Modeling, Microsoft Office, Social Media, Mutual Funds
Education
Northwestern University 2003 — 2007
BS, Communication Studies
Aleks Dabrowski, CFP Aleks Dabrowski, CFP's John Hancock Financial Network Experience 2006 - 2009
Job Vice President at The Heartland Group
Industry Financial Services
Experience
The Heartland Group August 2014 - Present
The Heartland Group December 2008 - August 2014
John Hancock Financial Network 2006 - 2009
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Finance
GBS
The Heartland Group August 2014 - Present
The Heartland Group December 2008 - August 2014
John Hancock Financial Network 2006 - 2009
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Finance
GBS
Jon Habel Jon Habel's John Hancock Financial Network Experience February 2009 - January 2012
Job Regional Investment Consultant at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ January 2015 - Present
AXA November 2013 - December 2014
John Hancock Financial Services January 2012 - November 2013
John Hancock Financial Network February 2009 - January 2012
Skills
Sales, Qualified Retirement..., Sales Operations, Marketing Strategy, Relationship Marketing, New Business Development, Sales Management, Business Strategy, Management, 401k, Wealth Management, Fixed Annuities, Mutual Funds
Education
Southern New Hampshire University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Hingham High School
S&P Capital IQ January 2015 - Present
AXA November 2013 - December 2014
John Hancock Financial Services January 2012 - November 2013
John Hancock Financial Network February 2009 - January 2012
Skills
Sales, Qualified Retirement..., Sales Operations, Marketing Strategy, Relationship Marketing, New Business Development, Sales Management, Business Strategy, Management, 401k, Wealth Management, Fixed Annuities, Mutual Funds
Education
Southern New Hampshire University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Hingham High School
Carla Marie Ciampa's John Hancock Financial Network Experience December 2011 - August 2012
Job Art Director/Graphic Designer
Industry Marketing and Advertising
Experience
cmcdesign September 1994 - Present
Wegmans Food Markets October 2012 - December 2014
The Sign Center March 2004 - October 2013
John Hancock Financial Network December 2011 - August 2012
Brede Exposition Services November 2008 - March 2011
Robb Report Magazine 1997 - 1997
Harpell Martins 1996 - 1997
Bronner Slosberg 1994 - 1995
GunnDesign 1994 - 1995
Clifford Selbert Design 1994 - 1994
Skills
Advertising, Graphic Design, Corporate Identity, Brochures, Brand Development, Logo Design, Direct Mail, Branding & Identity, Graphics, Marketing, Posters, Annual Reports, Small Business, Adobe Creative Suite, Trade Shows, Creative Strategy, Direct Marketing, Marketing Strategy, Project Management, Social Media Marketing, Corporate Branding, Art Direction, Strategic Communications, Catalogs
Education
University of Massachusetts Dartmouth 1991 — 1994
BFA, Visual Design
North Andover High School 1984 — 1988
cmcdesign September 1994 - Present
Wegmans Food Markets October 2012 - December 2014
The Sign Center March 2004 - October 2013
John Hancock Financial Network December 2011 - August 2012
Brede Exposition Services November 2008 - March 2011
Robb Report Magazine 1997 - 1997
Harpell Martins 1996 - 1997
Bronner Slosberg 1994 - 1995
GunnDesign 1994 - 1995
Clifford Selbert Design 1994 - 1994
Skills
Advertising, Graphic Design, Corporate Identity, Brochures, Brand Development, Logo Design, Direct Mail, Branding & Identity, Graphics, Marketing, Posters, Annual Reports, Small Business, Adobe Creative Suite, Trade Shows, Creative Strategy, Direct Marketing, Marketing Strategy, Project Management, Social Media Marketing, Corporate Branding, Art Direction, Strategic Communications, Catalogs
Education
University of Massachusetts Dartmouth 1991 — 1994
BFA, Visual Design
North Andover High School 1984 — 1988
Sidney Stewart's John Hancock Financial Network Experience January 2010 - March 2010
Job Senior Manager Business Process Transformation at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
The Agora Group October 2012 - May 2015
Arsenal Advisors November 2010 - June 2011
Sharmac Capital Management June 2010 - August 2010
John Hancock Financial Network January 2010 - March 2010
Skills
Business Analysis, Agile Methodologies, Strategy, SDLC, Requirements Analysis, Business Process Design, Requirements Gathering, Business Process..., Certified Scrum Master..., Analysis, Change Management, Leadership, Enterprise Architecture, Software Project..., Integration, Scrum
Education
Northwestern University 2006 — 2010
Organizational Change, Business Administration and Management, General
Northwestern University
Bachelor's degree, Organizational Behavior Studies
Charles Schwab May 2015 - Present
The Agora Group October 2012 - May 2015
Arsenal Advisors November 2010 - June 2011
Sharmac Capital Management June 2010 - August 2010
John Hancock Financial Network January 2010 - March 2010
Skills
Business Analysis, Agile Methodologies, Strategy, SDLC, Requirements Analysis, Business Process Design, Requirements Gathering, Business Process..., Certified Scrum Master..., Analysis, Change Management, Leadership, Enterprise Architecture, Software Project..., Integration, Scrum
Education
Northwestern University 2006 — 2010
Organizational Change, Business Administration and Management, General
Northwestern University
Bachelor's degree, Organizational Behavior Studies
Rodnell Ponce Rodnell Ponce's John Hancock Financial Network Experience June 2006 - April 2009
Job Business Banking Specialist Bank Officer at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2012 - Present
US Bancorp March 2011 - July 2012
JPMorgan Chase April 2009 - March 2011
John Hancock Financial Network June 2006 - April 2009
Skills
Series 63, Series 7, Wealth Management, Microsoft Excel, PowerPoint, Microsoft Office, Securities, Retirement Planning, Mutual Funds, Loans, Customer Service, IRAs, Microsoft Word, Mortgage Lending, Wealth Management..., 401k, Series 6, Fixed Annuities, Investments, Portfolio Management
Education
UCLA 2002 — 2006
Bachelor of Arts, History
Ontario High School 1998 — 2002
Diploma, General Education
BNP Paribas July 2012 - Present
US Bancorp March 2011 - July 2012
JPMorgan Chase April 2009 - March 2011
John Hancock Financial Network June 2006 - April 2009
Skills
Series 63, Series 7, Wealth Management, Microsoft Excel, PowerPoint, Microsoft Office, Securities, Retirement Planning, Mutual Funds, Loans, Customer Service, IRAs, Microsoft Word, Mortgage Lending, Wealth Management..., 401k, Series 6, Fixed Annuities, Investments, Portfolio Management
Education
UCLA 2002 — 2006
Bachelor of Arts, History
Ontario High School 1998 — 2002
Diploma, General Education
Brett Falkoff's John Hancock Financial Network Experience December 2011 - February 2013
Job Agent at The Legacy Agency
Industry Sports
Experience
The Legacy Agency August 2014 - Present
Life Audit Professionals, LLC March 2013 - June 2014
John Hancock Financial Network December 2011 - February 2013
Energy Plus Company June 2009 - August 2010
Franklin Square Capital Partners March 2010 - May 2010
Education
Rollins College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
William Penn Charter School 1997 — 2007
The Legacy Agency August 2014 - Present
Life Audit Professionals, LLC March 2013 - June 2014
John Hancock Financial Network December 2011 - February 2013
Energy Plus Company June 2009 - August 2010
Franklin Square Capital Partners March 2010 - May 2010
Education
Rollins College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
William Penn Charter School 1997 — 2007
Duke Travers Duke Travers's John Hancock Financial Network Experience July 2009 - May 2010
Job Interface Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth December 2013 - Present
MEDITECH July 2010 - November 2013
John Hancock Financial Network July 2009 - May 2010
Nelligan Sports Marketing October 2006 - March 2008
Skills
Healthcare Information..., Software Implementation, Integration, EDI, Project Management, Health Information..., EMR, Software Documentation, End User Training, HL7, SQL, Healthcare, Interoperability
Education
Providence College 2005 — 2009
Bachelor of Science (BS), Marketing
athenahealth December 2013 - Present
MEDITECH July 2010 - November 2013
John Hancock Financial Network July 2009 - May 2010
Nelligan Sports Marketing October 2006 - March 2008
Skills
Healthcare Information..., Software Implementation, Integration, EDI, Project Management, Health Information..., EMR, Software Documentation, End User Training, HL7, SQL, Healthcare, Interoperability
Education
Providence College 2005 — 2009
Bachelor of Science (BS), Marketing
R. Bruce Baird, ChFC,CIMA R. Bruce Baird, ChFC,CIMA's John Hancock Financial Network Experience November 2012 - Present
Job Investment Advisor Representative, John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network November 2012 - Present
Prime Capital Services June 2007 - November 2012
Morgan Stanley January 1998 - May 2007
Education
University of Pennsylvania 1986 — 1987
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania 1982 — 1986
Bachelor of Arts
John Hancock Financial Network November 2012 - Present
Prime Capital Services June 2007 - November 2012
Morgan Stanley January 1998 - May 2007
Education
University of Pennsylvania 1986 — 1987
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania 1982 — 1986
Bachelor of Arts
Brandy Cates's John Hancock Financial Network Experience October 2004 - September 2005
Job Director of Global Talent Acquisition at CB&I (Chicago Bridge & Iron Company N.V.)
Industry Oil & Energy
Experience
CB&I (Chicago Bridge & Iron Company N.V.) May 2012 - Present
Halliburton March 2011 - April 2012
Baker Hughes June 2010 - March 2011
Devon Energy January 2007 - May 2010
First Advantage September 2005 - January 2007
John Hancock Financial Network October 2004 - September 2005
KC International January 2000 - August 2004
Skills
Talent Acquisition, Applicant Tracking..., Human Resources, Sales, Technical Recruiting, Oil/Gas, Onboarding, Talent Management, Employee Relations, Sourcing, Upstream, Recruiting, HRIS, Gas, Performance Management, Energy, Succession Planning, Global Sourcing, Global Management, Global Strategy, Strategic Sourcing, Strategic Partnerships, Strategic Planning, Taleo, Software Documentation, Training, Temporary Placement, Strategy, Leadership, Management, Process Improvement, College Recruiting, Hiring, Cross-functional Team..., Workforce Planning, Consulting, New Hire Orientations, Personnel Management, Deferred Compensation, HR Policies, Employee Engagement, Internet Recruiting, Benefits Administration, Contract Recruitment, Employee Benefits, Employment Law, Executive Search, Interviews, PeopleSoft, Screening Resumes
Education
Oklahoma State University 1995 — 2000
BA, Public Relations
CB&I (Chicago Bridge & Iron Company N.V.) May 2012 - Present
Halliburton March 2011 - April 2012
Baker Hughes June 2010 - March 2011
Devon Energy January 2007 - May 2010
First Advantage September 2005 - January 2007
John Hancock Financial Network October 2004 - September 2005
KC International January 2000 - August 2004
Skills
Talent Acquisition, Applicant Tracking..., Human Resources, Sales, Technical Recruiting, Oil/Gas, Onboarding, Talent Management, Employee Relations, Sourcing, Upstream, Recruiting, HRIS, Gas, Performance Management, Energy, Succession Planning, Global Sourcing, Global Management, Global Strategy, Strategic Sourcing, Strategic Partnerships, Strategic Planning, Taleo, Software Documentation, Training, Temporary Placement, Strategy, Leadership, Management, Process Improvement, College Recruiting, Hiring, Cross-functional Team..., Workforce Planning, Consulting, New Hire Orientations, Personnel Management, Deferred Compensation, HR Policies, Employee Engagement, Internet Recruiting, Benefits Administration, Contract Recruitment, Employee Benefits, Employment Law, Executive Search, Interviews, PeopleSoft, Screening Resumes
Education
Oklahoma State University 1995 — 2000
BA, Public Relations
Nicole Maresca's John Hancock Financial Network Experience January 2008 - June 2008
Job Financial Analyst at AMRI (Albany Molecular Research Inc.)
Industry Accounting
Experience
AMRI (Albany Molecular Research Inc.) August 2015 - Present
AMRI (Albany Molecular Research Inc.) March 2014 - Present
BST May 2010 - March 2014
GE April 2009 - April 2010
John Hancock Financial Network January 2008 - June 2008
Siena College Research Institute January 2007 - March 2007
Skills
Internal Controls, QuickBooks, Auditing, General Ledger, Financial Accounting, Financial Reporting, Accounting, External Audit, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., Financial Statements, GAAP, Financial Analysis, Tax, Internal Audit, Income Tax, Tax Preparation, Financial Planning
Education
Siena College 2006 — 2011
Bachelors of Science, Accountancy
Siena College 2006 — 2010
Masters of Science, Accounting
AMRI (Albany Molecular Research Inc.) August 2015 - Present
AMRI (Albany Molecular Research Inc.) March 2014 - Present
BST May 2010 - March 2014
GE April 2009 - April 2010
John Hancock Financial Network January 2008 - June 2008
Siena College Research Institute January 2007 - March 2007
Skills
Internal Controls, QuickBooks, Auditing, General Ledger, Financial Accounting, Financial Reporting, Accounting, External Audit, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., Financial Statements, GAAP, Financial Analysis, Tax, Internal Audit, Income Tax, Tax Preparation, Financial Planning
Education
Siena College 2006 — 2011
Bachelors of Science, Accountancy
Siena College 2006 — 2010
Masters of Science, Accounting
Francis St. Vincent Francis St. Vincent's John Hancock Financial Network Experience July 2012 - May 2013
Job Investment Specialist I
Industry Financial Services
Experience
Financial/Bank in SE New England September 2014 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter April 2012 - Present
US Army June 1980 - Present
US Army May 2013 - May 2014
John Hancock Financial Network July 2012 - May 2013
United States Army Reserve 2003 - January 2013
Bankers Life and Casualty November 2011 - February 2012
New Bedford Schools 2009 - 2011
Sovereign Bank March 2000 - August 2009
FEC Mortgage 1998 - 1999
Skills
Results Oriented, Coaching, Mentoring, Public Speaking, Teaching, Government, Leadership Development, Negotiation, PowerPoint, Time Management, Microsoft Office, Risk Management, Security Clearance, Supervisory Skills, Loan Origination, Small Business, Customer Service, Access, Problem Solving, System Administration, Team Leadership, Finance, Microsoft Excel, Leadership, Healthcare, Analysis, Strategic Planning, Management Consulting, Military, Goal Oriented, Sales Management, Microsoft Word, Loans, Research, Credit, Operations Management, Army, Budgets, Mortgage Lending, Employee Relations, Program Management, Training, Organizational..., Policy, Project Planning, Team Building, Adult Education, Process Improvement, Change Management, Sales
Education
UMass Dartmouth 2009 — 2010
PBC, Education
University of Washington 1985 — 1987
BA, Economics
Warren High School (Warren, RI) 1976 — 1980
Financial/Bank in SE New England September 2014 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter April 2012 - Present
US Army June 1980 - Present
US Army May 2013 - May 2014
John Hancock Financial Network July 2012 - May 2013
United States Army Reserve 2003 - January 2013
Bankers Life and Casualty November 2011 - February 2012
New Bedford Schools 2009 - 2011
Sovereign Bank March 2000 - August 2009
FEC Mortgage 1998 - 1999
Skills
Results Oriented, Coaching, Mentoring, Public Speaking, Teaching, Government, Leadership Development, Negotiation, PowerPoint, Time Management, Microsoft Office, Risk Management, Security Clearance, Supervisory Skills, Loan Origination, Small Business, Customer Service, Access, Problem Solving, System Administration, Team Leadership, Finance, Microsoft Excel, Leadership, Healthcare, Analysis, Strategic Planning, Management Consulting, Military, Goal Oriented, Sales Management, Microsoft Word, Loans, Research, Credit, Operations Management, Army, Budgets, Mortgage Lending, Employee Relations, Program Management, Training, Organizational..., Policy, Project Planning, Team Building, Adult Education, Process Improvement, Change Management, Sales
Education
UMass Dartmouth 2009 — 2010
PBC, Education
University of Washington 1985 — 1987
BA, Economics
Warren High School (Warren, RI) 1976 — 1980
Tom Linsky Tom Linsky's John Hancock Financial Network Experience March 2012 - Present
Job Registered Representive at Signature Financial Solutions
Industry Financial Services
Experience
John Hancock Financial Network March 2012 - Present
Signature Financial Solutions March 2012 - Present
Nothwestern Mutal Life March 1987 - March 2012
Education
Bachelor's Degree, Finance 1984 — 1986
Finance
University of South Florida 1983 — 1986
BS, Fiance
John Hancock Financial Network March 2012 - Present
Signature Financial Solutions March 2012 - Present
Nothwestern Mutal Life March 1987 - March 2012
Education
Bachelor's Degree, Finance 1984 — 1986
Finance
University of South Florida 1983 — 1986
BS, Fiance
Jorge Malo (Mortgage Broker) Loan Officer NMLS#1057258 Jorge Malo (Mortgage Broker) Loan Officer NMLS#1057258's John Hancock Financial Network Experience 2010 - 2013
Job Loan Officer at PRMG, Inc.
Industry Financial Services
Experience
PRMG, Inc. April 2014 - Present
Guaranteed Rate 2013 - March 2014
John Hancock Financial Network 2010 - 2013
Trendex Commodity 2004 - 2010
Skills
Series 7, Series 6, Series 65, Mortgage Lending, Commercial Mortgages, 203K, ARM, Refinance, lending, Rates, Low Rates, Customer Service, Loan Origination, Loans, VA loans, Reverse Mortgages, Jumbo Mortgage
Education
Universidad del Desarrollo 2001 — 2003
Master of Business Administration (MBA)
Texas Christian University 1991 — 1993
Bachelor of Business Administration (BBA), Finance, General
PRMG, Inc. April 2014 - Present
Guaranteed Rate 2013 - March 2014
John Hancock Financial Network 2010 - 2013
Trendex Commodity 2004 - 2010
Skills
Series 7, Series 6, Series 65, Mortgage Lending, Commercial Mortgages, 203K, ARM, Refinance, lending, Rates, Low Rates, Customer Service, Loan Origination, Loans, VA loans, Reverse Mortgages, Jumbo Mortgage
Education
Universidad del Desarrollo 2001 — 2003
Master of Business Administration (MBA)
Texas Christian University 1991 — 1993
Bachelor of Business Administration (BBA), Finance, General
Nicholas Lemieux Nicholas Lemieux's John Hancock Financial Network Experience August 2010 - February 2012
Job Credit Executive at Foxwoods Resort Casino
Industry Entertainment
Experience
Foxwoods Resort Casino May 2014 - Present
John Hancock Financial Network August 2010 - February 2012
itSM Solutions LLC December 2007 - June 2010
Mohegan Sun July 2004 - January 2008
Skills
Program Management, Social Media
Education
University of Connecticut 2000 — 2004
B.A., History and Marketing
Woonsocket High School 1996 — 2000
HS Diploma
Foxwoods Resort Casino May 2014 - Present
John Hancock Financial Network August 2010 - February 2012
itSM Solutions LLC December 2007 - June 2010
Mohegan Sun July 2004 - January 2008
Skills
Program Management, Social Media
Education
University of Connecticut 2000 — 2004
B.A., History and Marketing
Woonsocket High School 1996 — 2000
HS Diploma
Michael Minter's John Hancock Financial Network Experience May 1997 - August 2009
Job Mintco Financial, Inc.
Industry Financial Services
Experience
Mintco Financial, Inc. April 2001 - Present
Money & Music 2007 - 2011
John Hancock Financial Network May 1997 - August 2009
Skills
Investments, Annuities, Insurance, Retirement, Securities, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Wealth Management, IRA's, Long Term Care, Mutual Funds, Investment Advisory, Financial Analysis, Series 7, Business Planning, Wealth Transfer, Long-term Care, Fixed Annuities, Finance, Financial Services, Financial Planners, Financial Advisory, 401k, Strategic Financial..., Wealth
Education
State University of New York at Buffalo - School of Management 1996 — 1998
BS, Financial Analysis, Finance
University at Buffalo
Financial Analysis, Finance, General
Mintco Financial, Inc. April 2001 - Present
Money & Music 2007 - 2011
John Hancock Financial Network May 1997 - August 2009
Skills
Investments, Annuities, Insurance, Retirement, Securities, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Wealth Management, IRA's, Long Term Care, Mutual Funds, Investment Advisory, Financial Analysis, Series 7, Business Planning, Wealth Transfer, Long-term Care, Fixed Annuities, Finance, Financial Services, Financial Planners, Financial Advisory, 401k, Strategic Financial..., Wealth
Education
State University of New York at Buffalo - School of Management 1996 — 1998
BS, Financial Analysis, Finance
University at Buffalo
Financial Analysis, Finance, General
Rose (Akin) Philip Rose (Akin) Philip's John Hancock Financial Network Experience May 2007 - October 2007
Job Vice President of Sales at Thompson Contract, Inc. & Kusch+Co
Industry Furniture
Experience
Thompson Contract, Inc. & Kusch+Co March 2014 - Present
Thompson Contract, Inc. & Kusch+Co January 2012 - Present
Thompson Contract, Inc. & Kusch+Co June 2008 - March 2012
AXA Equitable October 2007 - March 2008
John Hancock Financial Network May 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, ACT CRM, Marketing, Sales, Business Strategy, Management, Team Building, CRM, Project Management, Budgets, Public Speaking, Microsoft Word, Customer Service, Social Media Marketing, Account Management, Marketing Strategy, Social Media, Market Research, Financial Analysis, Event Planning, Marketing Communications, Facebook, Social Networking, Sales Operations, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
BS, Marketing, Summa Cum Laude
Thompson Contract, Inc. & Kusch+Co March 2014 - Present
Thompson Contract, Inc. & Kusch+Co January 2012 - Present
Thompson Contract, Inc. & Kusch+Co June 2008 - March 2012
AXA Equitable October 2007 - March 2008
John Hancock Financial Network May 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, ACT CRM, Marketing, Sales, Business Strategy, Management, Team Building, CRM, Project Management, Budgets, Public Speaking, Microsoft Word, Customer Service, Social Media Marketing, Account Management, Marketing Strategy, Social Media, Market Research, Financial Analysis, Event Planning, Marketing Communications, Facebook, Social Networking, Sales Operations, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
BS, Marketing, Summa Cum Laude
Fotine Sotiropoulos Fotine Sotiropoulos's John Hancock Financial Network Experience June 1997 - June 1998
Job Sr. Manager CAG Sales Training & Develop at IDEXX Laboratories
Industry Veterinary
Experience
IDEXX Laboratories May 2015 - Present
IDEXX Laboratories August 2013 - Present
IDEXX Laboratories April 2011 - August 2013
IDEXX Laboratories August 2010 - April 2011
IDEXX Laboratories January 2010 - July 2010
IDEXX Laboratories October 2006 - January 2010
Gorham House of Pizza August 2005 - December 2006
Baker Newman & Noyes June 2002 - August 2005
Mellon Bank June 1998 - July 2001
John Hancock Financial Network June 1997 - June 1998
Skills
Marketing Communications, Strategic Planning, Product Management, Product Development, Trade Shows, Marketing Management, Product Launch, Integrated Marketing, Market Analysis, Account Management, CRM, Sales, Sales Management, Strategy, Business Development, Sales Process, Direct Marketing, Team Leadership, Marketing, Brand Management, Product Marketing, Market Planning, Medical Devices, Brand Development, Brand Awareness, Marketing Strategy, Advertising, B2B, Lead Generation, B2B Marketing, Multi-channel Marketing, Digital Marketing, Segmentation, Cross-functional Team..., Management, Leadership, Competitive Analysis, Customer Retention, Sales Operations, Public Relations
Education
St. Joseph's College (ME)
Marketing
IDEXX Laboratories May 2015 - Present
IDEXX Laboratories August 2013 - Present
IDEXX Laboratories April 2011 - August 2013
IDEXX Laboratories August 2010 - April 2011
IDEXX Laboratories January 2010 - July 2010
IDEXX Laboratories October 2006 - January 2010
Gorham House of Pizza August 2005 - December 2006
Baker Newman & Noyes June 2002 - August 2005
Mellon Bank June 1998 - July 2001
John Hancock Financial Network June 1997 - June 1998
Skills
Marketing Communications, Strategic Planning, Product Management, Product Development, Trade Shows, Marketing Management, Product Launch, Integrated Marketing, Market Analysis, Account Management, CRM, Sales, Sales Management, Strategy, Business Development, Sales Process, Direct Marketing, Team Leadership, Marketing, Brand Management, Product Marketing, Market Planning, Medical Devices, Brand Development, Brand Awareness, Marketing Strategy, Advertising, B2B, Lead Generation, B2B Marketing, Multi-channel Marketing, Digital Marketing, Segmentation, Cross-functional Team..., Management, Leadership, Competitive Analysis, Customer Retention, Sales Operations, Public Relations
Education
St. Joseph's College (ME)
Marketing
Jed Davidson Jed Davidson's John Hancock Financial Network Experience 2006 - 2008
Job Director of Partnership Sales
Industry Insurance
Experience
Partners Benefit Group July 2010 - Present
T. Edmund Garrity & Co November 2009 - July 2010
Blue Cross Blue Shield of Massachusetts February 2008 - November 2009
John Hancock Financial Network 2006 - 2008
Skills
Employee Benefits, Health Insurance, Insurance Planning, Cost Reduction, Strategic Planning, Insurance, Disability Insurance, Rate Negotiation, Dental, Medicare, Life Insurance, Finance, Brokers, Underwriting, Strategic Financial..., Health Care Reform, Long-term Care
Education
University of Massachusetts Boston 2004 — 2006
Management, Finance
Partners Benefit Group July 2010 - Present
T. Edmund Garrity & Co November 2009 - July 2010
Blue Cross Blue Shield of Massachusetts February 2008 - November 2009
John Hancock Financial Network 2006 - 2008
Skills
Employee Benefits, Health Insurance, Insurance Planning, Cost Reduction, Strategic Planning, Insurance, Disability Insurance, Rate Negotiation, Dental, Medicare, Life Insurance, Finance, Brokers, Underwriting, Strategic Financial..., Health Care Reform, Long-term Care
Education
University of Massachusetts Boston 2004 — 2006
Management, Finance
Nicholas Sliemers, CFP® Nicholas Sliemers, CFP®'s John Hancock Financial Network Experience May 2006 - Present
Job Financial Advisor at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network May 2006 - Present
Education
California State University, Fullerton 2004 — 2006
Bachelor's Degree, Finance
Orange Coast College 2002 — 2004
AA Degree
Canyon High School 1998 — 2002
The American College
John Hancock Financial Network May 2006 - Present
Education
California State University, Fullerton 2004 — 2006
Bachelor's Degree, Finance
Orange Coast College 2002 — 2004
AA Degree
Canyon High School 1998 — 2002
The American College
Cash Covington Cash Covington's John Hancock Financial Network Experience August 2010 - December 2010
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
James Heavey's John Hancock Financial Network Experience May 2008 - June 2011
Job Investment Adviser Representative
Industry Financial Services
Experience
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
Daniel Cullinan's John Hancock Financial Network Experience July 2012 - July 2013
Job Director at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services July 2013 - Present
John Hancock Financial Network July 2012 - July 2013
Raytheon December 2011 - July 2012
Raytheon May 2010 - December 2011
Raytheon May 2008 - May 2010
Raytheon May 2007 - September 2007
MCK Communications and Telrex January 1999 - January 2006
Skills
IT Risk Management, CISA, CIPP, Data Privacy, Compliance, Information Risk, IT GRC, GRC, SSAE16, Security, SSAE 16, Enterprise Risk..., COBIT, Privacy Law, Information Technology, Vendor Management, Information Security
Education
MCCALLUM GRADUATE SCHOOL OF BUSINESS - BENTLEY COLLEGE 2006 — 2008
Dual degree for Master of Business Administration and Master of Science, Information Technology
Providence College 1993 — 1997
Bachelors of Science
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services July 2013 - Present
John Hancock Financial Network July 2012 - July 2013
Raytheon December 2011 - July 2012
Raytheon May 2010 - December 2011
Raytheon May 2008 - May 2010
Raytheon May 2007 - September 2007
MCK Communications and Telrex January 1999 - January 2006
Skills
IT Risk Management, CISA, CIPP, Data Privacy, Compliance, Information Risk, IT GRC, GRC, SSAE16, Security, SSAE 16, Enterprise Risk..., COBIT, Privacy Law, Information Technology, Vendor Management, Information Security
Education
MCCALLUM GRADUATE SCHOOL OF BUSINESS - BENTLEY COLLEGE 2006 — 2008
Dual degree for Master of Business Administration and Master of Science, Information Technology
Providence College 1993 — 1997
Bachelors of Science
Roger Farias's John Hancock Financial Network Experience January 2008 - Present
Job Financial Rep for Signature Resources
Industry Financial Services
Experience
John Hancock Financial Network January 2008 - Present
MidWest National July 2006 - May 2007
Education
University of Connecticut 2000 — 2005
John Hancock Financial Network January 2008 - Present
MidWest National July 2006 - May 2007
Education
University of Connecticut 2000 — 2005
Jon Bunner's John Hancock Financial Network Experience January 2008 - March 2008
Job Floodplain Administrator, Graduate Engineer for the City of Duncanville
Industry Civil Engineering
Experience
City of Duncanville December 2014 - Present
Freese and Nichols May 2012 - October 2014
Freese and Nichols October 2009 - May 2012
John Hancock Financial Network January 2008 - March 2008
Nationstar Mortgage February 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Civil Engineering, Microsoft Word, Analysis, PowerPoint, Leadership, Process Improvement, HEC-HMS, Time Management, ArcGIS, HEC-RAS, AutoCAD, Stormwater Management, Microstation
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Science (B.S.), Engineering
University of North Texas 2000 — 2005
Bachelor of Arts (B.A.), Music
City of Duncanville December 2014 - Present
Freese and Nichols May 2012 - October 2014
Freese and Nichols October 2009 - May 2012
John Hancock Financial Network January 2008 - March 2008
Nationstar Mortgage February 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Civil Engineering, Microsoft Word, Analysis, PowerPoint, Leadership, Process Improvement, HEC-HMS, Time Management, ArcGIS, HEC-RAS, AutoCAD, Stormwater Management, Microstation
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Science (B.S.), Engineering
University of North Texas 2000 — 2005
Bachelor of Arts (B.A.), Music
Casey Bradford's John Hancock Financial Network Experience June 2006 - January 2008
Job Manager, Governance, Risk and Compliance, LPL Financial
Industry Financial Services
Experience
John Hancock Financial Network June 2006 - January 2008
Skills
Securities, Series 7, Mutual Funds, FINRA, Financial Services
Education
University of Miami - School of Business 2002 — 2006
Bachelor of Business Administration (BBA), (i) International Finance and Marketing (ii) Economics
John Hancock Financial Network June 2006 - January 2008
Skills
Securities, Series 7, Mutual Funds, FINRA, Financial Services
Education
University of Miami - School of Business 2002 — 2006
Bachelor of Business Administration (BBA), (i) International Finance and Marketing (ii) Economics
John Leacott's John Hancock Financial Network Experience October 2006 - Present
Job Registerd Representative at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network October 2006 - Present
Education
Rowan University 1985 — 1988
John Hancock Financial Network October 2006 - Present
Education
Rowan University 1985 — 1988
Jay Frechette's John Hancock Financial Network Experience September 2005 - October 2008
Job Marine Insurance Account Executive at Starkweather & Shepley Insurance Brokerage, Inc.
Industry Insurance
Experience
Starkweather & Shepley Insurance Brokerage Inc. January 2013 - Present
Troy, Pires & Allen Insurance October 2008 - January 2013
John Hancock Financial Network September 2005 - October 2008
Colonial Supplemental Insurance March 2003 - September 2005
Skills
Fixed Annuities, Insurance, Property & Casualty..., Employee Benefits, Social Media Marketing, Marketing, Business Networking, Risk Management, Retirement Planning, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Investments, Whole Life, Liability, Financial Services, Professional Liability, Financial Planners, Mortgage Lending, Commercial Insurance, Small Business, Umbrella Insurance, Underwriting, General Insurance, Workers Compensation, Claim, Insurance Brokerage, 401k, Finance, Brokers, Legal Liability, Casualty, Sales, Reinsurance, Commercial Lines, Employment Practices..., Casualty Insurance
Education
University of Rhode Island 1998 — 2004
Batchelor of Science, Business Administration
Lincoln High School 1994 — 1998
Starkweather & Shepley Insurance Brokerage Inc. January 2013 - Present
Troy, Pires & Allen Insurance October 2008 - January 2013
John Hancock Financial Network September 2005 - October 2008
Colonial Supplemental Insurance March 2003 - September 2005
Skills
Fixed Annuities, Insurance, Property & Casualty..., Employee Benefits, Social Media Marketing, Marketing, Business Networking, Risk Management, Retirement Planning, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Investments, Whole Life, Liability, Financial Services, Professional Liability, Financial Planners, Mortgage Lending, Commercial Insurance, Small Business, Umbrella Insurance, Underwriting, General Insurance, Workers Compensation, Claim, Insurance Brokerage, 401k, Finance, Brokers, Legal Liability, Casualty, Sales, Reinsurance, Commercial Lines, Employment Practices..., Casualty Insurance
Education
University of Rhode Island 1998 — 2004
Batchelor of Science, Business Administration
Lincoln High School 1994 — 1998
Pauline Garcia Sherman's John Hancock Financial Network Experience January 2008 - September 2008
Job Humana Career Agent
Industry Financial Services
Experience
Humana September 2011 - Present
A Best Computer Repair August 2010 - July 2011
Wachovia September 2008 - July 2010
John Hancock Financial Network January 2008 - September 2008
Wells Fargo May 2006 - January 2008
Progressive Insurance May 2003 - May 2006
Dell 2001 - 2003
Louis Vuitton Moet Hennessy 2000 - 2001
Hachi International 1998 - 2000
University of Texas College of Engineering 1996 - 1998
Skills
Community Banking, Financial Services, Banking, Insurance, Investments, Strategic Financial..., Finance, Financial Analysis, Underwriting, Credit, Loans, Sales, Mortgage Lending, Retirement, Life Insurance, Portfolio Management, Credit Analysis, Small Business, Project Management, Risk Management, Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree
East Central High School
Honors
Rice University
Medical Preceptorship
Humana September 2011 - Present
A Best Computer Repair August 2010 - July 2011
Wachovia September 2008 - July 2010
John Hancock Financial Network January 2008 - September 2008
Wells Fargo May 2006 - January 2008
Progressive Insurance May 2003 - May 2006
Dell 2001 - 2003
Louis Vuitton Moet Hennessy 2000 - 2001
Hachi International 1998 - 2000
University of Texas College of Engineering 1996 - 1998
Skills
Community Banking, Financial Services, Banking, Insurance, Investments, Strategic Financial..., Finance, Financial Analysis, Underwriting, Credit, Loans, Sales, Mortgage Lending, Retirement, Life Insurance, Portfolio Management, Credit Analysis, Small Business, Project Management, Risk Management, Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree
East Central High School
Honors
Rice University
Medical Preceptorship
Marty Pluth's John Hancock Financial Network Experience RetiredMonterey, CaliforniaOctober 2012 - Present
Job Retired at Monterey, California
Industry Financial Services
Experience
John Hancock Financial Network RetiredMonterey, CaliforniaOctober 2012 - Present
Scottsdale, AZ October 2011 - Present
MetLife July 2001 - November 2005
Prudential Financial May 1969 - December 2000
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
John Hancock Financial Network RetiredMonterey, CaliforniaOctober 2012 - Present
Scottsdale, AZ October 2011 - Present
MetLife July 2001 - November 2005
Prudential Financial May 1969 - December 2000
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Dwight Strickler's John Hancock Financial Network Experience 1996 - 2005
Job SoulCentered Professional Coach and EFT Practitioner
Industry Health, Wellness and Fitness
Experience
John Hancock Financial Network 1996 - 2005
Balaton Marketing 1993 - 1995
Skills
Public Speaking, Investments, Strategic Planning, Program Management, Project Management, Financial Analysis, Management, Strategy, Management Consulting, Leadership, Risk Management, Start-ups, Entrepreneurship, Business Development, Business Strategy, Marketing, Microsoft Excel
Education
University of Santa Monica 2008 — 2010
M.A., Spiritual Psychology
Virginia Polytechnic Institute and State University - Pamplin College of Business 1981 — 1986
B.S., Management Science
John Hancock Financial Network 1996 - 2005
Balaton Marketing 1993 - 1995
Skills
Public Speaking, Investments, Strategic Planning, Program Management, Project Management, Financial Analysis, Management, Strategy, Management Consulting, Leadership, Risk Management, Start-ups, Entrepreneurship, Business Development, Business Strategy, Marketing, Microsoft Excel
Education
University of Santa Monica 2008 — 2010
M.A., Spiritual Psychology
Virginia Polytechnic Institute and State University - Pamplin College of Business 1981 — 1986
B.S., Management Science
Catherine Utley's John Hancock Financial Network Experience November 2007 - October 2008
Job Investment Advisor Representative
Industry Financial Services
Experience
John Hancock Financial Network November 2007 - October 2008
Education
University of Phoenix 2003 — 2007
John Hancock Financial Network November 2007 - October 2008
Education
University of Phoenix 2003 — 2007
Lynn Lipp's John Hancock Financial Network Experience January 2005 - January 2008
Job First Merit Bank, Branch Manager, AVP
Industry Banking
Experience
First Merit Bank 2013 - Present
PNC Bank August 2008 - January 2013
John Hancock Financial Network January 2005 - January 2008
US Navy 1992 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Series 7, Series 63, Life Insurance, Insurance, Series 6, 401k, Investments, Disability Insurance, Long-term Care, Wealth Management, Strategic Financial..., IRAs, Securities, Asset Allocation, Estate Planning, Long Term Care Insurance
Education
Spring Arbor University 2013 — 2015
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Owens Community College 2011 — 2013
ORGANIZATIONAL LEADERSHIP, BUSINESS
First Merit Bank 2013 - Present
PNC Bank August 2008 - January 2013
John Hancock Financial Network January 2005 - January 2008
US Navy 1992 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Series 7, Series 63, Life Insurance, Insurance, Series 6, 401k, Investments, Disability Insurance, Long-term Care, Wealth Management, Strategic Financial..., IRAs, Securities, Asset Allocation, Estate Planning, Long Term Care Insurance
Education
Spring Arbor University 2013 — 2015
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Owens Community College 2011 — 2013
ORGANIZATIONAL LEADERSHIP, BUSINESS
Glen Gibbons's John Hancock Financial Network Experience April 2007 - January 2013
Job Director, Product Development at John Hancock Investment Management Services
Industry Financial Services
Experience
John Hancock Investment Management Services February 2013 - Present
John Hancock Financial Network April 2007 - January 2013
Commonwealth Financial Network April 2002 - March 2007
Fidelity Investments June 1999 - April 2002
Citizens Investment Services January 1995 - June 1999
New England Securities 1991 - 1995
Skills
Investments, Management, Mutual Funds, Portfolio Management, Strategic Financial..., FINRA, Asset Allocation, Retirement Planning, Due Diligence
Education
University of New Hampshire
Bachelors of Arts, Political Science
John Hancock Investment Management Services February 2013 - Present
John Hancock Financial Network April 2007 - January 2013
Commonwealth Financial Network April 2002 - March 2007
Fidelity Investments June 1999 - April 2002
Citizens Investment Services January 1995 - June 1999
New England Securities 1991 - 1995
Skills
Investments, Management, Mutual Funds, Portfolio Management, Strategic Financial..., FINRA, Asset Allocation, Retirement Planning, Due Diligence
Education
University of New Hampshire
Bachelors of Arts, Political Science
Marc J Brenner's John Hancock Financial Network Experience November 2008 - August 2010
Job Senior Mortgage Underwriter at Capital One
Industry Financial Services
Experience
Capital One Home Loans January 2013 - Present
Fifth Third Bank August 2010 - December 2012
John Hancock Financial Network November 2008 - August 2010
Wachovia January 2007 - September 2008
Wachovia Bank 2007 - 2008
World Savings Bank 1999 - 2008
Skills
Underwriting, Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Mortgage Underwriting, Loss Mitigation, Credit Analysis, FHA, Refinance, Life Insurance, Portfolio Management, Call Center, Small Business Lending, Consumer Lending, Real Estate, FHA financing, Residential Mortgages, Loan Servicing, VA loans, Retail Banking, Customer Service
Education
Oakland University
BS, Management
Capital One Home Loans January 2013 - Present
Fifth Third Bank August 2010 - December 2012
John Hancock Financial Network November 2008 - August 2010
Wachovia January 2007 - September 2008
Wachovia Bank 2007 - 2008
World Savings Bank 1999 - 2008
Skills
Underwriting, Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Mortgage Underwriting, Loss Mitigation, Credit Analysis, FHA, Refinance, Life Insurance, Portfolio Management, Call Center, Small Business Lending, Consumer Lending, Real Estate, FHA financing, Residential Mortgages, Loan Servicing, VA loans, Retail Banking, Customer Service
Education
Oakland University
BS, Management
Richard deMontigny's John Hancock Financial Network Experience February 2013 - Present
Job Director of Compliance at Signator Investors, Inc.
Industry Financial Services
Experience
John Hancock Financial Network February 2013 - Present
John Hancock Financial Network May 2004 - February 2013
New England Financial February 2001 - February 2003
Phoenix Finanical Associates October 1999 - February 2001
Skills
FINRA Series 7, 24, 51,..., Life, Accident, Health..., Property and Casualty...
Education
Saint Michael's College 1978 — 1982
Bachelor's Degree
John Hancock Financial Network February 2013 - Present
John Hancock Financial Network May 2004 - February 2013
New England Financial February 2001 - February 2003
Phoenix Finanical Associates October 1999 - February 2001
Skills
FINRA Series 7, 24, 51,..., Life, Accident, Health..., Property and Casualty...
Education
Saint Michael's College 1978 — 1982
Bachelor's Degree
Richard Holmstrom's John Hancock Financial Network Experience January 2008 - October 2010
Job Machinery Quality and Project Engineer at Closure Systems International (CSI)
Industry Financial Services
Experience
Closure Systems International (CSI) October 2010 - Present
John Hancock Financial Network January 2008 - October 2010
Brunette & Associates 2002 - 2008
Norcote International 1999 - 2002
AlliedSignal Laminate Systems 1991 - 1995
Norplex - Allied Signal Laminate Systems 1983 - 1995
Skills
Engineering, Manufacturing, Plastics, Estate Planning, Retirement Planning, Sales, Product Development, Machine Tools, SPC, Root Cause Analysis, Leadership
Education
University of Indianapolis - School of Business 1995 — 1996
MBA, Business
University of Cincinnati 1978 — 1983
BS ChE, Chemical Engineering
Closure Systems International (CSI) October 2010 - Present
John Hancock Financial Network January 2008 - October 2010
Brunette & Associates 2002 - 2008
Norcote International 1999 - 2002
AlliedSignal Laminate Systems 1991 - 1995
Norplex - Allied Signal Laminate Systems 1983 - 1995
Skills
Engineering, Manufacturing, Plastics, Estate Planning, Retirement Planning, Sales, Product Development, Machine Tools, SPC, Root Cause Analysis, Leadership
Education
University of Indianapolis - School of Business 1995 — 1996
MBA, Business
University of Cincinnati 1978 — 1983
BS ChE, Chemical Engineering
Chris Mendes's John Hancock Financial Network Experience June 2009 - March 2010
Job Financial Consultant
Industry Financial Services
Experience
ETrade December 2013 - Present
Merrill Edge August 2011 - December 2013
John Hancock Financial Network June 2009 - March 2010
AXA Advisor January 2008 - March 2009
Laidlaw & Co March 2005 - December 2007
Martin Auctions March 2004 - February 2005
Skills
Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Wealth Management, Securities, Life Insurance, Market Research, Strategic Financial..., Account Management, Portfolio Management, Sales, Customer Service
Education
University of San Francisco 1999 — 2003
BS, International Business
ETrade December 2013 - Present
Merrill Edge August 2011 - December 2013
John Hancock Financial Network June 2009 - March 2010
AXA Advisor January 2008 - March 2009
Laidlaw & Co March 2005 - December 2007
Martin Auctions March 2004 - February 2005
Skills
Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Wealth Management, Securities, Life Insurance, Market Research, Strategic Financial..., Account Management, Portfolio Management, Sales, Customer Service
Education
University of San Francisco 1999 — 2003
BS, International Business
Jude Carlson-Wang's John Hancock Financial Network Experience January 1995 - July 1996
Job Retirement Plan Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services December 2011 - Present
John Hancock Financial Services October 2008 - December 2011
John Hancock Financial Services October 2004 - October 2008
John Hancock Financial Services September 1999 - October 2004
John Hancock Financial Services July 1998 - September 1999
John Hancock Funds Inc July 1996 - July 1998
John Hancock Funds Inc August 1995 - July 1996
John Hancock Financial Network January 1995 - July 1996
Skills
Series 6, Series 63, Series 7, Series 24, MA Life Insurance
Education
University of Connecticut 1990 — 1994
Bachelor's Degree, Communications and Journalism
John Hancock Financial Services December 2011 - Present
John Hancock Financial Services October 2008 - December 2011
John Hancock Financial Services October 2004 - October 2008
John Hancock Financial Services September 1999 - October 2004
John Hancock Financial Services July 1998 - September 1999
John Hancock Funds Inc July 1996 - July 1998
John Hancock Funds Inc August 1995 - July 1996
John Hancock Financial Network January 1995 - July 1996
Skills
Series 6, Series 63, Series 7, Series 24, MA Life Insurance
Education
University of Connecticut 1990 — 1994
Bachelor's Degree, Communications and Journalism
Faheem Khan CPA's John Hancock Financial Network Experience April 2009 - July 2010
Job CFA Level 3 Candidate, Consultant at Deloitte Advisory
Industry Financial Services
Experience
Deloitte January 2015 - Present
Deloitte July 2013 - January 2015
Loyola University Chicago August 2011 - February 2013
Wolf and Company LLP June 2012 - August 2012
Helpmates Staffing Services September 2010 - July 2011
John Hancock Financial Network April 2009 - July 2010
Fund Management Incorporated December 2008 - March 2009
Skills
Finance, Accounting, Tax, Microsoft Excel, Strategic Financial..., PowerPoint, Due Diligence, Corporate Finance, Investments, Technical Writing, General Ledger, Internal Revenue Code, Research & Development, Biological Sciences, Financial Reporting, Financial Statements, Valuation
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2013
M.S., Accountancy
CFA Institute
Level 3 Candidate
UCLA Extension
Real Estate Financial Analysis
University of California, Los Angeles
B.S., Biological Sciences
Deloitte January 2015 - Present
Deloitte July 2013 - January 2015
Loyola University Chicago August 2011 - February 2013
Wolf and Company LLP June 2012 - August 2012
Helpmates Staffing Services September 2010 - July 2011
John Hancock Financial Network April 2009 - July 2010
Fund Management Incorporated December 2008 - March 2009
Skills
Finance, Accounting, Tax, Microsoft Excel, Strategic Financial..., PowerPoint, Due Diligence, Corporate Finance, Investments, Technical Writing, General Ledger, Internal Revenue Code, Research & Development, Biological Sciences, Financial Reporting, Financial Statements, Valuation
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2013
M.S., Accountancy
CFA Institute
Level 3 Candidate
UCLA Extension
Real Estate Financial Analysis
University of California, Los Angeles
B.S., Biological Sciences
Scott Costello's John Hancock Financial Network Experience 2007 - 2008
Job Wholesaler / Territory Sales / Manufacturer Rep / Insurance Professional
Industry Wholesale
Experience
In Career Search Mode 2009 - 2009
Phoenix Life Insurance Company 2008 - 2009
John Hancock Financial Network 2007 - 2008
Axa Advisors - Axa Equitable 2006 - 2007
Skyport Development Company 2002 - 2006
Skyport Development Company 1995 - 2002
Education
University of Colorado Boulder
Bachelors, Interpersonal Communication / Marketing
In Career Search Mode 2009 - 2009
Phoenix Life Insurance Company 2008 - 2009
John Hancock Financial Network 2007 - 2008
Axa Advisors - Axa Equitable 2006 - 2007
Skyport Development Company 2002 - 2006
Skyport Development Company 1995 - 2002
Education
University of Colorado Boulder
Bachelors, Interpersonal Communication / Marketing
Tony Sacramento's John Hancock Financial Network Experience July 1975 - Present
Job Financial Advisor at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network July 1975 - Present
Skills
CLU, ChFC
Education
University of California, Berkeley 1966 — 1968
BA, Sociology
John Hancock Financial Network July 1975 - Present
Skills
CLU, ChFC
Education
University of California, Berkeley 1966 — 1968
BA, Sociology
William (Bill) Palmer's John Hancock Financial Network Experience 2003 - 2007
Job Nonqualified Executive Benefits with emphasis in Healthcare Industry
Industry Financial Services
Experience
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Pallavi Handa's John Hancock Financial Network Experience 2008 - July 2010
Job Financial Analyst, Payroll & Accounting Analyst, Internal Auditor, Financial Reporting
Industry Accounting
Experience
General Motors April 2015 - Present
HCL Global Systems Inc February 2011 - April 2015
John Hancock Financial Network 2008 - July 2010
AMP ENTERPRISES 2006 - January 2008
HINDUSTAN MOTORS LTD 2005 - 2006
KAMI ENTERPRISES (1st tier automotive supplier) July 1998 - December 2001
Skills
Accounting, Accounts Receivable, Financial Analysis, Payroll, Commission Analyst, Internal Audit, Accounts Payable, Financial Reporting, QuickBooks, Account Reconciliation, Finance, Analysis, Variance Analysis, Budgets, General Ledger, Financial Statements
Education
University of Pune
Master of Arts (Economics)
St. Ursula High School
University of Pune
Bachelor of Commerce(Cost and Works Accounting, Financial Statements)
General Motors April 2015 - Present
HCL Global Systems Inc February 2011 - April 2015
John Hancock Financial Network 2008 - July 2010
AMP ENTERPRISES 2006 - January 2008
HINDUSTAN MOTORS LTD 2005 - 2006
KAMI ENTERPRISES (1st tier automotive supplier) July 1998 - December 2001
Skills
Accounting, Accounts Receivable, Financial Analysis, Payroll, Commission Analyst, Internal Audit, Accounts Payable, Financial Reporting, QuickBooks, Account Reconciliation, Finance, Analysis, Variance Analysis, Budgets, General Ledger, Financial Statements
Education
University of Pune
Master of Arts (Economics)
St. Ursula High School
University of Pune
Bachelor of Commerce(Cost and Works Accounting, Financial Statements)
Alison Murdock's John Hancock Financial Network Experience March 2002 - Present
Job Director of Compliance at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network March 2002 - Present
Education
University of Oregon 1995 — 1999
John Hancock Financial Network March 2002 - Present
Education
University of Oregon 1995 — 1999
Christopher Chun's John Hancock Financial Network Experience January 2006 - May 2007
Job AVP of Finance at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
BNP Paribas November 2013 - Present
CREDIT SUISSE November 2009 - February 2013
LIGHTSPEED TRADING/FINANCIAL, LLC April 2008 - February 2009
WICKED FASHIONS, INC May 2007 - April 2008
JOHN HANCOCK FINANCIAL NETWORK January 2006 - May 2007
Skills
Excel, Finance, Financial Analysis, Financial Services, Equities, Fixed Income, Management, Financial Risk, Investment Banking, Analysis, Trading
Education
Syracuse University
Bachelor of Arts, Economics 2005
Morgan Stanley August 2014 - Present
BNP Paribas November 2013 - Present
CREDIT SUISSE November 2009 - February 2013
LIGHTSPEED TRADING/FINANCIAL, LLC April 2008 - February 2009
WICKED FASHIONS, INC May 2007 - April 2008
JOHN HANCOCK FINANCIAL NETWORK January 2006 - May 2007
Skills
Excel, Finance, Financial Analysis, Financial Services, Equities, Fixed Income, Management, Financial Risk, Investment Banking, Analysis, Trading
Education
Syracuse University
Bachelor of Arts, Economics 2005
Lyndsay Holcomb's John Hancock Financial Network Experience 2006 - 2008
Job Educator and Event Management
Industry Marketing and Advertising
Experience
IMG Academy January 2015 - Present
Orange County Public Schools August 2011 - June 2013
City of Orlando June 2008 - June 2013
CIty of Orlando June 2008 - June 2013
John Hancock Financial Network 2006 - 2008
Bloomingdale's October 2006 - January 2007
Avanti Hair Studio and Spa June 2005 - November 2005
University of Miami January 2005 - August 2005
Olszeski Properties, Inc. January 1996 - December 2004
Olszeski Properties, Inc January 1996 - December 2004
Skills
Customer Service, Sales, Management, Event Planning, Leadership, Social Media, Social Networking, New Business Development, Microsoft Office, Public Relations, Teaching, Education, Sports, Sports Marketing, Sports Coaching, Sports Nutrition, Physical Education, Tennis, Youth Development, Youth Mentoring, Retail Sales, Retail, Retail Buying, Purchasing, Purchase Management, Event Management, Equestrian, Horses, Travel Management, Business Travel, Leisure Travel, Travel Planning, Travel Arrangements, Community Outreach
Education
University of Miami 2015 — 2016
Master's degree, Sport and Fitness Administration/Management
University of Miami 2002 — 2006
Bachelor's Degree, Major 1; Marketing; Legal Studies
IMG Academy January 2015 - Present
Orange County Public Schools August 2011 - June 2013
City of Orlando June 2008 - June 2013
CIty of Orlando June 2008 - June 2013
John Hancock Financial Network 2006 - 2008
Bloomingdale's October 2006 - January 2007
Avanti Hair Studio and Spa June 2005 - November 2005
University of Miami January 2005 - August 2005
Olszeski Properties, Inc. January 1996 - December 2004
Olszeski Properties, Inc January 1996 - December 2004
Skills
Customer Service, Sales, Management, Event Planning, Leadership, Social Media, Social Networking, New Business Development, Microsoft Office, Public Relations, Teaching, Education, Sports, Sports Marketing, Sports Coaching, Sports Nutrition, Physical Education, Tennis, Youth Development, Youth Mentoring, Retail Sales, Retail, Retail Buying, Purchasing, Purchase Management, Event Management, Equestrian, Horses, Travel Management, Business Travel, Leisure Travel, Travel Planning, Travel Arrangements, Community Outreach
Education
University of Miami 2015 — 2016
Master's degree, Sport and Fitness Administration/Management
University of Miami 2002 — 2006
Bachelor's Degree, Major 1; Marketing; Legal Studies
William Hudelmaier, RFC's John Hancock Financial Network Experience May 2006 - October 2010
Job President / Financial Services Advisor at WH Financial
Industry Financial Services
Experience
W H Financial / www.hudins.com October 2010 - Present
John Hancock Financial Network May 2006 - October 2010
New York Long Term Care Brokers August 2004 - May 2006
New York Sports Club July 2003 - August 2004
Allstate June 1996 - July 2003
New York Life Insurance Company January 1993 - June 1996
NPA Associates July 1992 - January 1993
The Pillsbury Company January 1992 - July 1992
Scandanavian Sun Suntanning Salons Inc. March 1987 - January 1992
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Financial Planners, Long-term Care, Wealth, Risk Management, 401k, IRAs, Disability Insurance, Strategic Financial..., Critical Illness, Mutual Funds, Health Insurance, Financial Advisory, Wealth Management, Estate Planning, Underwriting, Sales, Accident, Financial Services, Employee Benefits, Long Term Care Insurance, Uniform Combined State..., Pensions, Series 63, Property & Casualty..., Universal Life, Series 6, Series 7, Financial Risk, Workers Compensation, Securities, Commercial Insurance, Brokers, General Insurance, Investments, Financial Analysis, Asset Management, Relationship Management, Investment Advisory, Equities, Medicare, Whole Life, Wealth Accumulation, Small Business, Finance
Education
Bernard Baruch College 1990 — 1992
Bachelor’s Degree, Major : International Marketing / Minor : Finance and Business Journalism, 3.5 GPA Major Course of Studies
Queens College 1989 — 1990
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities / Minor : Art History, GPA 3.5
Queensborough Community College 1987 — 1989
Associate’s Degree, Major : Business Management / Exercise Physiology / Minor : Diet and Nutrition, GPA 3.5
Queens College 1985 — 1987
BS Liberal Arts Minor : Art History, Major : Liberal Arts and Sciences, General Studies and Humanities / Minor Art History, GPA 3.2
International Association of Registered Financial Consultants
In 2010 Received the Industry Designation of Registered Financial Consultant (RFC), Financial Services
POHS Institute
Currently holds Property and Casualty Insurance License
Pohs Institute
Currently holds a Life and Accident and Health Insurance License for most states in the US
W H Financial / www.hudins.com October 2010 - Present
John Hancock Financial Network May 2006 - October 2010
New York Long Term Care Brokers August 2004 - May 2006
New York Sports Club July 2003 - August 2004
Allstate June 1996 - July 2003
New York Life Insurance Company January 1993 - June 1996
NPA Associates July 1992 - January 1993
The Pillsbury Company January 1992 - July 1992
Scandanavian Sun Suntanning Salons Inc. March 1987 - January 1992
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Financial Planners, Long-term Care, Wealth, Risk Management, 401k, IRAs, Disability Insurance, Strategic Financial..., Critical Illness, Mutual Funds, Health Insurance, Financial Advisory, Wealth Management, Estate Planning, Underwriting, Sales, Accident, Financial Services, Employee Benefits, Long Term Care Insurance, Uniform Combined State..., Pensions, Series 63, Property & Casualty..., Universal Life, Series 6, Series 7, Financial Risk, Workers Compensation, Securities, Commercial Insurance, Brokers, General Insurance, Investments, Financial Analysis, Asset Management, Relationship Management, Investment Advisory, Equities, Medicare, Whole Life, Wealth Accumulation, Small Business, Finance
Education
Bernard Baruch College 1990 — 1992
Bachelor’s Degree, Major : International Marketing / Minor : Finance and Business Journalism, 3.5 GPA Major Course of Studies
Queens College 1989 — 1990
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities / Minor : Art History, GPA 3.5
Queensborough Community College 1987 — 1989
Associate’s Degree, Major : Business Management / Exercise Physiology / Minor : Diet and Nutrition, GPA 3.5
Queens College 1985 — 1987
BS Liberal Arts Minor : Art History, Major : Liberal Arts and Sciences, General Studies and Humanities / Minor Art History, GPA 3.2
International Association of Registered Financial Consultants
In 2010 Received the Industry Designation of Registered Financial Consultant (RFC), Financial Services
POHS Institute
Currently holds Property and Casualty Insurance License
Pohs Institute
Currently holds a Life and Accident and Health Insurance License for most states in the US
Linden K Hustedt's John Hancock Financial Network Experience March 1995 - Present
Job Registered Representative at John Hancock Financial Network
Industry Insurance
Experience
John Hancock Financial Network March 1995 - Present
Education
Northern Illinois University 1967 — 1969
MBA
Wheaton College, Wheaton IL 1963 — 1967
BA, Economics
John Hancock Financial Network March 1995 - Present
Education
Northern Illinois University 1967 — 1969
MBA
Wheaton College, Wheaton IL 1963 — 1967
BA, Economics
Jason L. Blomgren, CLU, ChFC, CFP's John Hancock Financial Network Experience May 1996 - January 2010
Job President & CEO at First Heartland Financial Group, Inc.
Industry Investment Management
Experience
Lincoln Financial Securities February 2010 - Present
First Heartland Financial Group, Inc. 2001 - Present
John Hancock Financial Network May 1996 - January 2010
Skills
401k, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long-term Care, Marketing, Mutual Funds, Retirement, Long Term Care Insurance, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
University of Iowa
Business, Marketing
Lincoln Financial Securities February 2010 - Present
First Heartland Financial Group, Inc. 2001 - Present
John Hancock Financial Network May 1996 - January 2010
Skills
401k, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long-term Care, Marketing, Mutual Funds, Retirement, Long Term Care Insurance, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
University of Iowa
Business, Marketing
Steve Cashion's John Hancock Financial Network Experience February 2002 - Present
Job ChFC at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network February 2002 - Present
Education
UC Irvine 1987 — 1992
Bachelor of Arts (BA), Political Science
John Hancock Financial Network February 2002 - Present
Education
UC Irvine 1987 — 1992
Bachelor of Arts (BA), Political Science
O'Neale Baptiste's John Hancock Financial Network Experience
Job Metlife
Industry Insurance
Experience
State Farm June 2012 - Present
John Hancock Financial Network
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, PowerPoint, Life Insurance, Finance, Process Improvement, Public Speaking, Microsoft Office, Customer Service, Research, Teamwork, Time Management, Strategic Planning, Leadership Development, Team Building, Leadership, Training, Teaching, Program Management, Management, Microsoft Word, Marketing
Education
The Sage Colleges-Sage Graduate School 2011 — 2013
Master's degree, Organizational Management
The Sage Colleges-Sage College of Albany 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Farm June 2012 - Present
John Hancock Financial Network
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, PowerPoint, Life Insurance, Finance, Process Improvement, Public Speaking, Microsoft Office, Customer Service, Research, Teamwork, Time Management, Strategic Planning, Leadership Development, Team Building, Leadership, Training, Teaching, Program Management, Management, Microsoft Word, Marketing
Education
The Sage Colleges-Sage Graduate School 2011 — 2013
Master's degree, Organizational Management
The Sage Colleges-Sage College of Albany 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Calvin Whitford's John Hancock Financial Network Experience April 2007 - December 2007
Job Food Server at Texas Roadhouse
Industry Restaurants
Experience
Texas Roadhouse March 2008 - Present
Remodeling Resources December 2007 - December 2008
John Hancock Financial Network April 2007 - December 2007
Brinker International March 1992 - January 2007
Education
UTD 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.0
Richland Community College 1986 — 1988
none, 3.33
Texas Roadhouse March 2008 - Present
Remodeling Resources December 2007 - December 2008
John Hancock Financial Network April 2007 - December 2007
Brinker International March 1992 - January 2007
Education
UTD 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.0
Richland Community College 1986 — 1988
none, 3.33
Jason Santore's John Hancock Financial Network Experience October 2009 - January 2011
Job Upper Iowa University
Industry Higher Education
Experience
ITT-Technical Institute December 2011 - July 2013
AHPGI February 2011 - November 2011
John Hancock Financial Network October 2009 - January 2011
Combined Life Ins. Company of New York January 2009 - October 2009
Skills
Networking, Interviews, Marketing Communications, Sales, Insurance, Cold Calling, Direct Mail, Advertising, Management, B2B
Education
Siena College
Bachelor of Science, Marketing Management
ITT-Technical Institute December 2011 - July 2013
AHPGI February 2011 - November 2011
John Hancock Financial Network October 2009 - January 2011
Combined Life Ins. Company of New York January 2009 - October 2009
Skills
Networking, Interviews, Marketing Communications, Sales, Insurance, Cold Calling, Direct Mail, Advertising, Management, B2B
Education
Siena College
Bachelor of Science, Marketing Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO