John Hancock Financial Services
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
John Hancock Financial Services 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 Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John Hancock Financial Services Employees
International Business Development Cooperative, LLC. July 2014 - Present
The Jae San Group, LLC. March 2010 - March 2013
John Hancock Financial Services July 2007 - March 2010
Green Pastures Academy August 2006 - June 2007
US Army March 2005 - June 2006
Amway Global July 2002 - March 2005
Skills
Marketing, Small Business, Strategic Planning, Entrepreneurship, Financial Analysis, Start-ups, Real Estate, Marketing Strategy, Sales, Leadership, Business Development, Management, Social Media, Social Media Marketing, Investments, Finance, Brand Development, Financial Planning, Customer Service, Event Planning, Social Networking
Education
Los Angeles City College 2015 — 2017
Bachelor of Technology (B.Tech.), Medical Radiologic Technology/Science - Radiation Therapist
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2006
International Business/Trade/Commerce
Los Angeles City College 2001 — 2003
International Business/Trade/Commerce
Fidelity Investments September 2001 - Present
Bank of America April 2001 - September 2001
MFS Investment Management June 2000 - March 2001
Hasbro June 1999 - June 2000
John Hancock Financial Services May 1998 - June 1999
Private Healthcare Systems September 1997 - May 1998
Fleet Bank 1989 - 1997
Bank of Boston 1987 - 1989
Skills
SQL, Oracle, Databases, Data Warehousing, Sybase, Microsoft SQL Server, Agile Methodolgy, Agile Application..., Mutual Funds, Trade Compliance, Compliance, Code of Ethics, Financial Services, SDLC, Informatica, Agile Methodologies, Database Design, ETL, Requirements Gathering, Data Modeling, Toad, Requirements Analysis, Software Project...
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Wealth Planners Inc PresidentWealth Planners IncOctober 2000 - Present
Preferred NY Financial Group September 1995 - October 2000
John Hancock Financial Services November 1989 - September 1995
Skills
Series 7, Series 6, Series 63
Education
Queens College 1982 — 1985
Master of Arts (MA), Music Theory and Composition
Queens College 1978 — 1982
Bachelor of Arts (BA), Music Theory and Composition
Alliance Capital Partners, Corp. Mortgage Planning May 2015 - Present
DMI August 2013 - May 2015
Pacres December 2011 - August 2013
Edgewater Financial Group May 2008 - December 2011
First Metro June 1997 - May 2008
Management Recruiters International June 1996 - June 1997
John Hancock Financial Services June 1995 - June 1996
Skills
Purchase, Residential Home loans, Jumbo Loans, First time home buyer..., Fannie/Freddy, Construction Loans, Commercial Loans, Creative solution..., Investment Properties, Refinance, Real Estate, Mortgage Banking, Mortgage Lending, FHA, Loans, USDA, VA Loans, First Time Home Buyers
Education
Western Michigan University - Haworth College of Business 1995 — 1997
BBA, Majored in international finance, Marketing and global human behavior
Oakland Community College 1993 — 1995
liberal arts and science
John Hancock Financial Services April 2013 - Present
John Hancock April 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - April 2011
John Hancock Life Insurance Company (U.S.A.) July 2004 - January 2006
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Monitor Group September 1995 - June 2003
Skills
Investments, Asset Managment, Mergers, Risk Management, Insurance
Education
Princeton University 1991 — 1995
AB, Chemistry
Progressive Energy Solutions August 2015 - Present
ESMSllc August 2006 - Present
ESMSllc August 2006 - Present
John Hancock Financial Services 2005 - 2006
New England Financial 2004 - 2005
Skills
Sales Process, Coaching, Team Building, New Business Development, Strategic Planning, Selling Skills, Marketing Strategy, Sales Management..., Sales Management..., Time & Territory..., Technology as an..., Guidance and Direction, Facilitator, Sales Operations, B2B, Sales, Management, Leadership, Business Development, Training, Marketing
Education
Worcester Junior College
Business Administration and Accounting
Oakland University
Business Administration, Management and Operations
Dale Carnegie
Sales and Management
Met Life Stars School 2005 — 2006
Sales Management
John Hancock Financial Services June 2015 - Present
Manulife Financial November 2014 - June 2015
University of Toronto September 2013 - April 2015
Manulife Financial June 2013 - October 2014
University of Waterloo January 2013 - September 2013
Manulife Financial March 2012 - June 2013
Health Sciences Association of Alberta 2009 - 2011
Alberta Health Services 2007 - 2011
Independant 2007 - 2011
Skills
Strategic Planning, Healthcare, Clinical, Data Analysis, Mentoring, Governance, Analytic Reporting, Reporting Tool, Reporting Metrics, Strategy, Clinical Research, Hospitals, Pharmacy, Pharmacists
Education
Queen's University 2011 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing and Enterpreneurship
University of Saskatchewan 2002 — 2007
BSP, Pharmacy
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
COUNTRY Financial® April 2013 - Present
MetLife July 2008 - April 2013
John Hancock Financial Services May 2006 - July 2008
Skills
Insurance, Helping Clients Succeed, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Financial Services, Term Life Insurance, Strategic Planning, Sales, Health Insurance, Finance, Investments, Retirement Planning
Education
Northern Illinois University - College of Business 1977 — 1981
Bachelor of Science (B.S.), Accounting and Finance
Financial Planning Services of Ellenwood Georgia January 1975 - Present
Grangent insurance and Financial Services, LLC 1970 - Present
Fancy Images By Herschel Photography Services, Inc. 2008 - 2013
John Hancock Financial Services December 1969 - July 1990
United States Air Forces March 1966 - December 1969
Skills
Personal and Business..., Small Business Setup..., Insurance of all types, Event and Wedding..., Insurance, Mortgage Lending, Banking, Customer Service, Financial Services, Income Tax, Internal Audit, Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax, Budgets, Coaching, Finance, Financial Analysis, Leadership, Public Speaking, Team Building
Education
Oglethorpe University 1997 — 1999
Certificate, Financial Planning and Services, B
Wayne Community College 1968 — 1969
Associate's degree, Computer Programming/Programmer, General
Clark College of Atlanta Georgia 1964 — 1966
Entered Military Service, Biology/Biological Sciences, General, B
Booker T Washington High School 1959 — 1964
Diploma, High School/Secondary Diplomas and Certificates
A.E. Noble & Associates June 1996 - Present
Tri-County General Insurance Agency, Inc. June 1971 - Present
Tunkhannock Rotary 2006 - 2013
Endless Mountains Disposal January 1977 - January 1992
John Hancock Financial Services June 1963 - June 1971
Wyalusing Area School District August 1958 - June 1963
Skills
Customer Service, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, General Insurance, Commercial Insurance, Health Insurance, Medicare Advantage, Medicare Part D, Medicare Prescription..., Life Insurance, Business Strategy, Fundraising, Estate Planning, Financial Analysis, Strategic Financial..., Financial Services, Microsoft Word, Microsoft Office, Term Life Insurance, Small Business, Finance, Critical Illness, Financial Planning
Education
Penn State University 1954 — 1958
Bachelor of Science (BS), Agriculture, General
The American College
Professional Designations, Chartered Financial Consultant and Chartered Life Underwriter
Cognizant Clients in RI, USA May 2015 - Present
John Hancock Financial Services January 2014 - Present
Cognizant Technology Solutions USA December 2010 - Present
Cognizant Technology Solutions March 2012 - December 2013
Kohls Corporate Center December 2010 - February 2012
IncentOne April 2008 - November 2010
IncentOne March 2008 - November 2010
MCS Global Inc, NJ January 2007 - February 2008
Ivy Comptech June 2006 - November 2006
Kenexa May 2005 - June 2006
Skills
SDLC, Agile Methodologies, Requirements Analysis, Testing, Quality Center, Software Quality..., SQL, Scrum, QTP, Manual Testing, Test Planning, User Acceptance Testing, Functional Testing, Quality Assurance, Business Intelligence, Test Automation, SOA, Business Process, HP Quality Center, Vendor Management, CRM, Enterprise Software, Resource Management, Regression Testing, Test Management, ERP, Enterprise Architecture, Web Applications, .NET, Requirements Gathering, Cross-functional Team..., Agile Project Management, Performance Testing, Software Project..., Certfied scrum master, BizTalk Testing, Cloud Computing, JIRA, HP ALM, Salesforce.com
Education
Osmania University 2004 — 2006
MBA IT
Osmania University 1996 — 2000
Bachelor of Engineering (BE)
APRJC, Adilabad 1993 — 1995
Intermediate (MPC)
APRS BandaruPally, Mulugu 1992 — 1993
SSC
LCG Advisors July 2013 - Present
Comerica Bank May 2006 - July 2013
Comerica Bank August 2009 - October 2009
Comerica Bank August 2004 - April 2006
Comerica Bank June 2003 - July 2004
John Hancock Financial Services July 2002 - May 2003
Skills
Asset Based Lending, Financial Analysis, A/R analysis, Inventory Analysis, Accounting, Auditing, Portfolio Management
Education
Oakland University 1997 — 2004
Bachelor of Science (B.S.), Accounting
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Wells Fargo 2010 - Present
Sellwood Public House 2006 - 2009
SourceOne Funding 1998 - 2006
Capital Mortgage Inc. 1996 - 1998
United Companies Lending Corporation December 1993 - November 1995
John Hancock Financial Services 1990 - 1993
Law Office of David Wagner 1988 - 1990
Skills
Management, Sales, Customer Service, Project Management, Strategic Planning, Business Development, Strategy, Business Analysis, Business Strategy, Change Management, Sales Management, Leadership, Risk Management, Team Building, Management Consulting, Program Management, Research, Analysis, Financial Analysis, Entrepreneurship, Negotiation, Marketing Communications, Marketing, Mortgage Underwriting, FHA Financing, VA Loans, Conventional Financing, Construction Loans, Mortgage Banking, Mortgage Marketing
Education
Portland State University
Bachelor of Science (BS), Psychology and Social Science
Lincoln Financial May 2013 - Present
Lincoln Financial Retirement Plan Services January 2007 - Present
John Hancock 2006 - 2007
Manulife Financial and John Hancock Financial January 2000 - December 2005
Pension Services, Inc. March 1993 - December 2000
John Hancock Financial Services 1995 - 1996
Partners Pension Services, Inc. September 1989 - March 1993
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Series 63, Series 7, Series 6, Fixed Annuities, Investments, ERISA, Employee Benefits, Retirement Plan..., Defined Contribution, Profit Sharing, Wealth Management, Asset Allocation, Financial Advisory, Securities, TPA, Qualified Retirement..., Relationship Management, Investment Advisory, Financial Services, FINRA, IRAs, Investment Strategies
Education
Quinnipiac University - School of Business 1978 — 1981
Bachelor of Science (BS)
Heartland Payment Systems February 2015 - Present
Access Midstream August 2014 - February 2015
Self-employed August 2010 - July 2014
State Farm May 2010 - August 2010
Northwestern Mutual August 2009 - May 2010
John Hancock Financial Services May 2009 - August 2009
Skills
Recruiting, Poker, Microsoft Office, Human Resources, Sales, Affiliate Marketing, Gaming Industry, Online Poker, Investments, Customer Service, Marketing, Business Intelligence, Event Planning, Interviews, Leadership, Management
Education
Oklahoma Baptist University 2006 — 2010
Bachelor of Business Administration (BBA), Management
ROCKGATE Financial Partners July 2014 - Present
John Hancock Financial Services May 1999 - July 2014
MONY August 1990 - May 1999
MONY December 1983 - August 1990
The Delta Chi Fraternity, Inc. June 1982 - June 1983
Skills
Management, Strategic Planning, Customer Service, Leadership, Business Strategy, Project Management, Sales, Business Development, Strategy, Marketing
Education
Oklahoma State University 1978 — 1982
Bachelor of Science (BS), Farm/Farm and Ranch Management
The American College
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
CaptainU April 2015 - Present
Insureon August 2014 - March 2015
Phoenix Security Limited July 2013 - August 2014
United Airlines August 2012 - February 2013
Aon Risk Solutions April 2010 - August 2012
Aon June 2008 - July 2009
John Hancock Financial Services January 2008 - April 2008
Skills
Social Media, Marketing, Management, Leadership, Analysis, Finance, Business Development, Coaching, Customer Service, Insurance, Event Planning, Research, Sales
Education
Northwestern University 2009 — 2011
Master of Arts (M.A.), Sports Administration
Northwestern University 2005 — 2009
Bachelor of Science (B.S.), Communication Studies
C.L.A. Wealth Strategies, LLC 2011 - Present
CLA Wealth Strategies, LLC June 2007 - Present
Quinnipiac University 2007 - Present
Quinnipiac University Alumni 1971 - Present
Wallingford Elk's 2010 - 2014
David Lerner Associates, Inc. 2001 - 2008
John Hancock Financial Services 1991 - 2001
Skills
Retirement Planning, Investments, Finance, Estate Planning, Portfolio Management, Small Business, Securities, Business Planning, Wealth Management, Series 7, Fixed Annuities, Asset Allocation, Program Management, Mutual Funds, Life Insurance, Private Wealth Manager
Education
Quinnipiac University 1967 — 1971
BA, Mathematics Degree; Psychology; English
North Haven High 1964 — 1967
Carpenter Realtors/Dykes Team Real Estate July 2013 - Present
John Hancock Financial Services May 2011 - May 2013
Illinois Action for Children July 2010 - July 2011
Make-A-Wish Foundation of Ohio, Kentucky and Indiana May 2010 - May 2011
Skills
Buyer Representation, New Home Sales, Sellers, Relocation, First Time Home Buyers, Short Sales, Listings, Single Family Homes, Foreclosures, Referrals, Condos, Real Estate Transactions, Real Estate, Negotiation, Residential Homes, Marketing, Sales, Leadership
Education
Purdue University 2005 — 2009
Bachelor of Science (B.S.), Youth, Adult, and Family Services
Lake Region Medical January 2015 - Present
Lake Region July 2014 - December 2014
Boston Scientific May 2013 - August 2013
Batteries Plus Bulbs July 2009 - April 2013
John Hancock Financial Services October 2007 - August 2008
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Labview, Matlab, Microsoft Excel, Customer Service, Photoshop, Social Media, Public Speaking, English, Java, Solidworks, Lotus Notes, Dreamweaver, ANSYS, Microscopy, DNA fingerprinting, Cell Culture, Access, Research, C++, Instron, OpenSim
Education
Worcester Polytechnic Institute 2012 — 2014
Bachelor's degree, Biomedical/Medical Engineering, 4.0
Quinsigamond Community College 2011 — 2013
Associates of Science, Basic Engineering, 4.0
John Hancock Financial Services October 2013 - Present
Interactive Brokers November 2012 - October 2013
Hudson's Bay Company September 2012 - November 2012
Yale University July 2012 - August 2012
Covidien: Tyco Healthcare May 2006 - June 2012
Covidien January 2006 - January 2012
Western Governors University 2010 - 2012
Deutsche Telekom January 2003 - January 2006
Skills
Norton Ghost, Visio, Windows Vista, Lotus Notes, Windows 2000, Active Directory, Software Documentation, Networking, Operating Systems, Customer Support, Windows 95, TCP/IP, MS Project, Crystal Reports, Oracle, Microsoft Windows 98, SQL, SAP, PeopleSoft, Microsoft Office
Education
Quinnipiac University - School of Business 2002 — 2010
Information Systems Management, MIS
Quinnipiac University 2002 — 2006
Bachelor of Arts Degree; Masters, Computer Information Systems
Quinnipiac University
BA; MS, Information Systems Technology; Information Security & Assurance
John Hancock Financial Services April 2015 - Present
John Hancock Financial Services August 2013 - April 2015
Suffolk University September 2012 - June 2013
Suffolk University September 2011 - May 2013
Institute of Information Technology July 2001 - December 2010
Runsystem Corporation April 2006 - 2010
Tri Duc Training Center September 2001 - January 2003
Skills
Project Management, Data Analysis, Microsoft Excel, Research, PowerPoint, Analysis, Management, Microsoft Office, Statistics, Quality Assurance, Teaching, Microsoft Word, Finance, Databases, Teamwork, Financial Analysis, Budgets, Higher Education, C, Government, Outlook, Strategic Planning, Life Insurance Analysis
Education
Suffolk University 2011 — 2013
Master of Business Administration, Finance Concentration
大阪大学 / Osaka University 2003 — 2005
Master of Science (M.S.), Information Technology
Hanoi College of Sciences 1997 — 2001
Bachelor's degree, Computational and Applied Mathematics
Corinthian Partners L.L.C. September 2013 - Present
First Manhattan Financial Network Corp. December 2003 - Present
KQM Realty Corp. May 1999 - Present
MassMutual Financial Group June 2008 - April 2013
Union Central June 2006 - June 2008
Advanced Wealth Solutions Group 2006 - 2008
John Hancock Financial Services 2003 - 2006
MetLife June 2000 - March 2003
Queens College February 1996 - July 2000
Youthline America 1990 - 1994
Skills
Long-term Care, Retirement, Disability Insurance, Strategic Financial..., Retirement Planning, Insurance, Estate Planning, Employee Benefits, Mutual Funds, Investments, Small Business, Financial Analysis, Long Term Care Insurance, Portfolio Management, Financial Services, Financial Advisory, 401k, Fixed Annuities, IRAs, Financial Planners, Wealth Management, Asset Management, Life Insurance, Series 7, Series 63, Finance, Wealth, Term Life Insurance, Investment Advisory, Investment Strategies, Health Insurance, Securities, Series 65, Financial Planning
Education
The American College 2000 — 2012
LUTC, Ch SNP, Financial Planning and Services
Queens College 1995 — 2000
Bachelor of Arts (B.A.), Economics/Corporate Finance
Gulf Pacific January 2012 - Present
John Hancock Financial Services September 2013 - June 2014
AEGIS Food Testing Laboratories July 2010 - January 2012
Skills
Microbiology, Biotechnology, GLP, LIMS, HPLC, Aseptic Technique, Molecular Biology, Lifesciences, Biochemistry, Cell Culture, Chemistry, GMP, Laboratory, PCR, R, SOP, Sop, Life Sciences
Education
Oklahoma State University 2004 — 2010
Cell and Molecular Biology, Microbiology/Research
John Hancock Financial Services November 2013 - Present
Kemper Investors September 2008 - November 2013
UBS Financial 2005 2005 - 2008
Morgan Stanley January 2001 - January 2005
FleetBoston Financial January 2000 - January 2001
Skills
Wealth Transfer, Retirement Solutions, Strategy Development, Retirement Planning, Annuities, Cross Selling, Series 7, Asset Allocation, Alternative Investments, Options, Series 63, 401k, Fixed Income, Estate Planning, Hedge Funds, ETFs, Insurance, Private Banking, Bonds, Employee Benefits, Mutual Funds, Financial Advisory, Banking, Institutional, Wealth Management, Investment Strategies, Sales Management
Education
Providence College 1985 — 1989
Bus Admin, Finance
Belmont High 1981 — 1985
The Frieden Agency May 2013 - Present
Signator Investors, Inc. May 2013 - Present
John Hancock Financial Services May 2013 - Present
Harbor Group 2012 - 2013
Apple Retail 2009 - 2013
Skills
Customer Service, Sales, Teamwork, Leadership, Financial Advisory, Investments, Life Insurance, Insurance, Health Insurance, 401k, Estate Planning, Social Media, Financial Modeling, Real Estate, Microsoft Office, Analysis, Due Diligence, Finance, Financial Analysis
Education
Old Dominion University 2007 — 2011
Bachelor's degree, Finance and Economics
Kempsville High School 2004 — 2007
The American College
John Hancock Financial Services July 2013 - Present
MEDITECH September 2012 - July 2013
Robert Wood Johnson University Hospital June 2012 - September 2012
Providence College September 2011 - May 2012
Rhode Island Department of Health September 2011 - December 2011
UMDNJ July 2011 - September 2011
DearHeart Charitable Foundation July 2011 - September 2011
Tree House Child Caring Center June 2006 - August 2010
Skills
Microsoft Excel, Microsoft Word, Organization, Highly personable, Social Media, Enthusiasm to learn, Communication, Task-oriented, Multi Tasking
Education
Providence College 2008 — 2012
BS, Health Policy and Management
Florence University of the Arts 2011 — 2011
Blue Cross Blue Shield of Michigan September 2012 - Present
Wellness & Prevention, Inc. a Johnson & Johnson Company May 2012 - August 2012
Blue Cross Blue Shield of Michigan April 2008 - May 2012
Interstate Batteries Services of America January 2008 - March 2008
Highmark Blue Cross Blue Shield August 2006 - December 2007
John Hancock Financial Services August 2005 - July 2006
Bank One August 2004 - July 2005
Skills
Project Management, Business Intelligence, Data Warehousing, Informatica, Pentaho, SSIS, Datastage, Cognos, Business Objects, XML, Databases, Data Analysis, HIPAA, Oracle, Microsoft SQL Server, Teradata, EDI ANSI X12, 4010 Layout, 5010 Layout, UNIX, Linux, Hadoop, MapReduce, MongoDB, Mondrian, Unix, PMP, Software Documentation, Dashboard, SDLC, Data Modeling, Requirements Gathering
Education
Northwestern University
Master of Science, CS
Osmania University
Bachelor of Engineering, CSE
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company April 2013 - April 2015
Precept Advisory Group April 2011 - April 2013
Securian Financial Group January 2006 - March 2011
Securian Financial Group May 2004 - December 2005
North Star Resource Group May 2001 - May 2004
Skills
Retirement, Retirement Planning, Series 63, 401k, Defined Contribution, Investment Advisory, Retirement Plan..., Series 65, Series 6, Distribution Strategies, Asset Allocation, Fiduciary Services, Defined Benefit, Mutual Funds, Qualified Retirement..., Non-Qualified Deferred..., Profit Sharing, ERISA, Investments, Fixed Annuities, Series 7, Pensions, Wealth Management
Education
Northwestern College 1996 — 2000
Bachelor of Science (B.S.), Marketing
Consumer Electronics Association December 2013 - Present
Consumer Electronics Association July 2011 - December 2013
Atlantic Media March 2010 - June 2011
John Hancock Financial Services January 2008 - December 2009
Atlantic Media Company December 2003 - October 2007
Skills
Copy Editing, Editing, Content Development, Blogging, Journalism, Editorial, Social Media, Copywriting, Content Management, Web Content, Content Strategy, Digital Media, Magazines, AP Style, Publications, Corporate Communications, Marketing Communications, Newsletters, New Media, Public Relations, Storytelling
Education
Northwestern University 2002 — 2003
MSJ, Journalism
University of Michigan 1998 — 2002
BS, English
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
John Hancock Financial Services January 2009 - April 2010
Skills
401k Rollovers, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Education Funding..., Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Multi-generational..., Multi-generational..., Personal Finance, Retirement Income..., Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Business Development, Business Networking, Creative Problem Solving, Customer Relations, New Business Development, Team Building
Education
University of Santo Tomas 1982 — 1986
A.B. Philosophy, Humanities
Harvard University Extension School September 2015 - Present
Center for Health and the Global Environment at Harvard School of Public Health November 2013 - Present
John Hancock Financial Services March 2012 - August 2013
Liberty Mutual Group December 2011 - March 2012
Pioneer Valley Habitat for Humanity September 2010 - August 2011
Habitat for Humanity of Greater Newburgh June 2010 - August 2010
Warren County Historical Society May 2009 - August 2009
Penn State Behrend School of Humanities and Social Sciences September 2008 - December 2008
Warren County Historical Society May 2008 - August 2008
Skills
Internal Communications, Volunteer Management, Volunteer Coordination, Customer Service, Research, Social Media, Public Speaking, Blogging, Data Entry, Time Management, Facebook, Microsoft Office, Microsoft Excel, Data Analysis, Community Outreach, PowerPoint, Microsoft Word, Nonprofits
Education
Harvard University 2012 — 2017
Master of Arts (M.A.), Sustainability and Environmental Management
University of Pittsburgh 2009 — 2010
Master, Public Administration; Urban and Regional Affairs
Pennsylvania State University-Erie Campus 2005 — 2009
B.A: High Distinction, Political Science and History
Mercer - Investments July 2014 - Present
Comcast Cable May 2011 - July 2014
Atlas Watersystems, Inc March 2012 - February 2014
John Hancock Financial Services April 2005 - August 2010
State Street Bank September 2003 - April 2005
PFPC October 2001 - September 2003
PFPC Global Advisors January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center January 2000 - January 2001
Boston Financial Data Services January 1992 - January 2001
Mutual Fund January 1995 - January 2000
Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services
Education
Cape Cod College
Quincy College
MetLife June 2015 - Present
Genworth Financial March 2008 - May 2015
Prudential Financial January 2002 - March 2008
John Hancock Financial Services July 2000 - January 2002
Skills
Statutory Accounting, US GAAP reporting, IFRS, Training, Public Speaking, Reinsurance, GAAP, Insurance, Auditing
Education
Penn State University 1994 — 1998
B.S., Business
HOOPP (Healthcare of Ontario Pension Plan) May 2014 - Present
John Hancock Financial Services May 2013 - April 2014
John Hancock Financial Services November 2010 - April 2013
John Hancock Financial Services July 2007 - November 2010
John Hancock Financial Services April 2006 - July 2007
John Hancock Financial Services 2003 - March 2006
John Hancock Financial Services February 2001 - January 2003
John Hancock Financial Services 2003 - 2003
John Hancock Financial Services 1999 - 2001
John Hancock Financial Services 1998 - 1999
Skills
Leadership, Change Management, Project Management, Analysis, Business Analysis, Product Development, Business Intelligence, Process Improvement, Risk Management, Financial Services, 401k, Management, Strategy, Business Process...
Education
The University of Western Ontario
Master of Business Administration (MBA)
Queen's University
Bachelor of Science (B.Sc.), Life Sciences
KSB Dental June 2013 - Present
H&R Block November 2012 - April 2013
Centriq Training August 2012 - April 2013
Assurant Employee Benefits August 1998 - January 2012
Assurant Employee Benefits August 1998 - January 2012
Chrysler Financial Corporation January 1995 - January 1998
John Hancock Financial Services January 1994 - January 1995
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Brokers, Term Life Insurance, Property & Casualty..., Call Center, Workers Compensation, Provider Relations, Customer Service, Network Administration, Network Security, Cisco Routers
Education
Centriq Training 2012 — 2013
Master of Business Administration (M.B.A.), IT Network Administration & Network Security
Webster University 1997 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.85
Pittsburg State University 1983 — 1988
BBA, Business Administration and Management, General
The Hartford May 2013 - Present
The Hartford September 2005 - May 2013
John Hancock Financial Services December 1998 - June 2005
Education
Rensselaer Polytechnic Institute 1995 — 1997
Masters of Science, Science & Technology Studies
Providence College 1990 — 1994
BA, Political Science
John Hancock Financial Services February 2013 - Present
AstraZeneca March 2011 - February 2013
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
IBM Global Services May 2003 - March 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - 2011
John Hancock March 1998 - May 2003
John Hancock Financial Services 1997 - 2003
John Hancock Life Insurance Company (U.S.A.) 1987 - 2003
Bank of Boston 1994 - 1998
Skills
Hardware, SDLC, Remote Desktop, XP, VMware, Active Directory, Integration, Technical Support, Mobile Devices, Laptops, Blackberry, Vendor Management, Citrix, VPN, ITIL, Business Analysis, Help Desk Support, Android, Disaster Recovery, Troubleshooting, iPad, Windows 7, SCCM, System Administration, Virtualization, Desktop Computers, Lotus Notes, System Deployment, Windows Server, Blackberry Enterprise..., IT Operations, Servers, Windows XP
Education
Quincy College 1977 — 1980
High School, Electronics
Quincy College 1977 — 1980
Electrical and Electronics Engineering
Cheung Consulting, LLC February 2015 - Present
Prudential Financial June 1999 - December 2014
John Hancock Financial Services 1990 - 1999
Towers Perrin 1989 - 1990
Phoenix Mutual Life Ins Co 1984 - 1989
MetLife 1976 - 1984
Skills
Actuarial, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Life Insurance, Actuarial Science, Retirement, Disability Insurance, Health Insurance, Underwriting, Retirement Planning, Enterprise Risk..., Risk Management, Financial Services, Term Life Insurance, Pensions, Employee Benefits, Long Term Care Insurance, ALM, Reinsurance
Education
Stanford University 1975 — 1976
M.S., Statistics
Princeton University 1971 — 1975
B.A., Statistics
John Hancock Financial Services November 2014 - Present
The Ritz-Carlton Hotel Company L.L.C. November 2012 - April 2014
Nantucket Island Resorts June 2012 - September 2012
Aspen Skiing Company November 2011 - April 2012
Skills
Customer Service, Sales, Customer Satisfaction, Leadership, Restaurants, Event Management, Social Networking, Real Estate, Retirement Planning, Social Media Marketing, Management
Education
Providence College 2007 — 2011
Bachelor of Science, Marketing
Ridgefield High School
John Hancock Financial Services December 2013 - Present
Manulife Financial May 2012 - December 2013
Arthur J. Gallagher & Co. September 2011 - May 2012
Gallagher Benefit Services September 2010 - September 2011
Gallagher Benefit Services June 2010 - October 2010
Occidental College August 2009 - May 2010
IDS Real Estate June 2009 - May 2010
IDS Real Estate Group June 2009 - May 2010
Occidental College May 2009 - July 2009
Occidental College Athletics August 2006 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Social Media, Event Planning, Customer Service, Analysis, Spanish, Data Analysis, Public Speaking, Salesforce.com, Outlook, Fundraising, Editing, Insurance, Strategic Planning, Economics, Management
Education
Occidental College 2006 — 2010
Bachelor of Arts, Economics for Business Management
Timberline High School 2003 — 2006
General
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - June 2014
John Hancock Life Insurance Company (U.S.A.) September 2010 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2010
John Hancock September 2006 - March 2008
Manulife Financial August 2004 - September 2006
Skills
Financial Services, Operations Management, Project Management, Process Improvement, Call Centers, Banking, Quality Assurance, Visio, Business Process, Time Management, Project Planning, Microsoft Excel, Customer Service, Mutual Funds, PowerPoint, Insurance, Microsoft Office, Management
Education
Plymouth State University 2000 — 2004
BA, Corporate Commuincations
Sanborn
MedQuest Associates April 2008 - Present
MedQuest Associates January 2007 - March 2008
MedQuest Associates January 2005 - December 2006
John Hancock Financial Services July 2000 - December 2004
Skills
Leadership, Sales, Healthcare, Team Building, Management, Account Management, Sales Operations, Strategic Planning, Business Development, Process Improvement, Marketing, Cross-functional Team...
Education
Pfeiffer University 2009 — 2012
MHA
University of Missouri-Columbia 1996 — 2000
BA
John Hancock Financial Services 2003 - Present
Davis Marcus Partners 2001 - 2003
Metropolitan Life Insurance Company 1998 - 2001
CRIIMI MAE 1998 - 1998
Skills
Asset Management, Commercial Real Estate, Commercial Mortgages, Real Estate Economics, Real Estate Development, Commercial Real Estate..., Commercial mortgage..., Commercial Banking, Commercial Business...
Education
The University of Connecticut School of Business 1996 — 1998
MBA, Finance / Real Estate
Providence College 1991 — 1995
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
John Hancock Financial Services August 1979 - Present
Skills
SDLC, Requirements Gathering, Business Requirements, Business Analysis, Enterprise Architecture, Requirements Analysis, COBOL, DB2, Mainframe, Systems Analysis, SQL, Visio, Software Project..., SOA, Data Warehousing
Education
Quincy College 1977 — 1979
AS, Computer Science
Signator Investors, Inc. October 2002 - Present
John Hancock Financial Services October 2002 - Present
Skills
Mutual Funds, Insurance, Financial Analysis, Strategy, Retirement Planning, Wealth Management, Investments, Finance, Estate Planning, Strategic Planning, New Business Development, Leadership, 401k, IRAs, College Savings Plans, Pensions, Investment Strategies, Buy-sell Agreements
Education
Penn State University 2011 — 2013
Master of Business Administration (M.B.A.), Smeal College of Business, Finance, Strategic Management
Virginia Military Institute 1998 — 2002
B.A. Economics & Business
Valley Forge Military Academy & College 1996 — 1998
High School, Leadership and Military Science
John Hancock Financial Services May 2013 - Present
Purdue University August 2012 - May 2013
John Hancock Financial Services May 2012 - August 2012
Starbucks August 2011 - May 2012
Purdue University August 2010 - December 2010
Skills
Microsoft Excel, Statistics, Leadership, VBA, Problem Solving, Creative Solutions, Time Management, Teamwork, Risk Management, Public Speaking, Budgets, Windows, Event Management
Education
Purdue University 2010 — 2014
Bachelor of Science, Actuarial Science and Applied Statistics Majors
The United States Playing Card Company October 2013 - Present
LPK August 2009 - March 2013
Brandimage June 2000 - August 2009
John Hancock Financial Services January 1997 - December 1999
Skills
Advertising, Brand Development, Customer Insight, Management, Marketing Strategy, Brand Management, Marketing Communications, Art Direction, Graphic Design, Packaging, Adobe Creative Suite, Marketing, Leadership, Strategic Planning, Digital Marketing, Creative Strategy, Brand Architecture, Creative Direction, Marketing Research, Logo Design, Strategy, Branding & Identity, Social Media, Concept Development
Education
Northern Kentucky University 1994 — 1996
Bachelor of Science, Marketing
University of Cincinnati 1992 — 1994
Edward Jones July 2014 - Present
White House Black Market 2011 - Present
Les Copains USA Leased Boutique 2003 - 2010
New England Financial Division of MetLife January 1996 - January 2002
John Hancock Financial Services January 1992 - January 1995
Skills
Merchandising, Inventory Management, Retail, Apparel, Sales, Inventory Control, Visual Merchandising, Store Management, Customer Service, Loss Prevention, Fashion, Profit, Trend Analysis, Event Management, Styling, Management, Sales Management, Recruiting, Selling, Luxury Goods, Marketing, Product Development, Store Operations
Education
New York Institute of Technology 1986 — 1988
MBA, Marketing
New York Institute of Technology- NYC
MBA, Marketing
Penn State University
BA, International Politics
Pennsylvania State University, University
BA
Occupational Health Connections, Inc January 2000 - Present
Occupational Health Connections 2000 - Present
OHP January 1997 - January 2000
John Hancock Financial Services January 1994 - January 1997
John Hancock Life Insurance Company (U.S.A.) January 1987 - January 1994
Staff Builders January 1984 - January 1987
Central Hospital January 1983 - January 1984
Massachusetts General Hospital January 1978 - January 1983
Skills
Nursing, Occupational Health, Healthcare, Public Health, Disease Management, Healthcare Management, Health Promotion, Case Managment, Policy, Wellness, Workers Compensation, Hospitals, Health Education, Employee Health, First Aid, Leadership, Case Management, Prevention, Legal Compliance, Recruiting, Managed Care, Employee Wellness, Patient Safety, Staff Development, Healthcare Consulting, Physician Relations, Women Owned Business, Business Development
Education
Northern Essex Community College 1992 — 1998
Associate's Degree, Liberal Arts
Massachusetts General Hospital 1974 — 1978
Nursing, Nursing
Charles River Associates September 2015 - Present
John Hancock Financial Services June 2014 - August 2014
Veyrix Consulting December 2011 - June 2013
Stroud Consulting October 2009 - November 2011
Palladium Group, Inc. May 2007 - February 2010
Computer Sciences Corporation September 2005 - April 2007
Skills
Management Consulting, Business Intelligence, Process Improvement, Business Analysis, Project Management, Business Process, Operations Management, Management, Leadership, Strategy, Performance Management, Risk Management, Business Transformation, Business Process...
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2001 — 2005
BSE
Buckingham Browne and Nichols 1997 — 2001
Castaldi Financial Solutions, Inc. January 1993 - Present
Multi-Financial Securities November 1993 - January 2002
John Hancock Financial Services September 1979 - January 1993
Education
Providence College 2009 — 2013
MTS, Theological Studies
Quinnipiac University 1972 — 1976
BS, Marketing
Guilford High School 1972 1971 — 1972
College Prep, High School Diploma
Central Catholic High School-Allentown, PA 1969 — 1970
College Prep, Colege Prep, 9-10
PNC Bank January 2008 - Present
Javitch, Block & Rathbone LLP January 2006 - January 2008
Amotec January 2005 - January 2006
Northwestern Mutual Life May 1993 - November 2005
Northwestern Mutual Financial Network January 1993 - January 1997
John Hancock Financial Services January 1992 - January 1993
Skills
Talent Acquisition, Communication Skills, Training, Building Relationships, Applicant Tracking..., Internet Recruiting, Recruiting, College Recruiting
Education
Penn State University 1988 — 1992
Economics, Economics & Finance
Serra Catholic High School 1984 — 1988
International Financial Data Services Canada November 2014 - February 2015
John Hancock Financial Services 2012 - April 2013
John Hancock Financial Services 2008 - 2012
John Hancock Financial Services 2001 - 2008
Manulife Financial 1996 - 2001
CIBC Insurance 1995 - 1996
Manulife Financial 1986 - 1995
Skills
Insurance, Financial Services, Business Analysis, SDLC, 401k, Vendor Management, Relationship Management, Process Improvement, Retirement, Project Management, Requirements Gathering, Business Process..., PMO, Investments, Business Requirements, CRM, Project Portfolio...
Education
Queen's University 1981 — 1984
BA Honours, Political Studies
John Hancock Financial Services December 2014 - Present
PNC June 2013 - November 2014
PNC July 2012 - May 2013
Skills
Finance, Financial Analysis, Microsoft Excel, Underwriting, Loans, Real Estate, Credit, Financial Modeling, Asset Management, Due Diligence, Operating Expenses, LIHTC, Historic Rehabilitation..., Customer Service, Series 7, Variable Life, Future Trends, Microsoft Word
Education
Oregon State University 2006 — 2010
Finance
Valencia High School 2001 — 2005
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - 2012
John Hancock Financial Services 2006 - 2010
Manulife Financial/John Hancock 2002 - 2006
Manulife Financial 2000 - 2002
New England Financial 1994 - 2000
Skills
Process Improvement, Financial Services, Project Management, Series 6, Management, Insurance, Mutual Funds, Risk Management, Operations Management, Customer Service, Leadership, Series 7, Series 63, Business Process..., Change Management, CRM, Team Leadership, Operational Efficiency, Organizational..., Organizational..., Business Analysis, Interdepartmental..., Interdepartmental..., Project Planning, Business Innovation, Innovation Development
Education
Regis College 1990 — 1993
Bachelor of Arts (B.A.), Communication, General
University of New Hampshire 1990 — 1990
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
Grupo Inmobilario Peña April 2015 - Present
JPMorgan Chase Bank, N.A. October 2012 - June 2015
JPMorgan Chase Bank, N.A. November 2003 - September 2012
John Hancock Financial Services October 2001 - October 2003
American Express August 2001 - October 2001
PriceSmart July 1999 - April 2001
Staples, Inc October 1997 - June 1999
Skills
Credit, Finance, Banking, Investments, Financial Analysis, Customer Service, Management, Risk Management, Financial Services, Sales, Portfolio Management, Loans, Credit Analysis, Relationship Management, CRM, Spanish, Financial Regulation, SAFE Act, NMLS Licensed, Series 6, Series 63, Life & Health Insurance..., CRM Databases
Education
Pontificia Universidad Católica Madre y Maestra 1993 — 1997
Marketing
Alliance Française, Santiago 1992 — 1995
French
Pontificia Universidad Católica Madre y Maestra 1994 — 1994
Certificate
LAMP Camp / The Cresca Group June 2015 - Present
John Hancock Financial Services June 2001 - May 2013
Manulife Financial May 1996 - May 2001
Skills
Access, Databases, Microsoft Office, Series 6, Business Analysis, Requirements Gathering, Visio, Sales, Software Documentation, SDLC, SharePoint, Data Analysis, Marketing, Mutual Funds, Process Improvement, Reporting & Analysis, PHP, MySQL, Financial Services, Git
Education
Oglethorpe University 1991 — 1995
Bachelor of Arts (B.A.), Business and Behavioral Science
Albertville High School 1988 — 1991
John Hancock Financial Services January 2012 - Present
John Hancock Financial Services December 2009 - December 2011
John Hancock Financial Services January 2009 - November 2009
Education
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing
John Hancock Financial Services December 2014 - Present
National Credit Masters December 2013 - January 2014
Tasly May 2013 - July 2013
Dunkin Donuts June 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Insurance, B2B Marketing, International Business, Teamwork, Global Business..., Mandarin, Travel Management, Microsoft Excel, Google Adwords..., Research
Education
Quinnipiac University 2010 — 2014
BS, International Business
Tianjin Foreign Studies University 2012 — 2012
International Business/Study Abroad
University of Nicosia 2012 — 2012
International Business/Study Abroad
Rockgate Financial Partners May 2010 - Present
John Hancock Financial Services May 2010 - August 2014
Education
Oklahoma State University 2006 — 2010
Bachelor of Science, Management, minor: Accounting
Well-Life Group September 2014 - Present
Ltc Insurance Planners September 2003 - Present
John Hancock Financial Services 2015 - 2015
Skills
Long-term Care, Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Pensions, Brokers, Long Term Care Insurance, Banking, Actuarial Science, Time Management, Defined Benefit, Selling, Personal Development, Online Advertising, Customer Experience, Training, Retirement, Long Term Care, Annuities, Medicare, Medicare Part..., Medicare, Small Business, Health Insurance, Healthcare, Finance, Umbrella Insurance, Sales
Education
Palm Beach State College 1983 — 1986
Interior Design
Palm Beach Community College
John Hancock Financial Services August 2015 - Present
DirectFN August 2011 - July 2015
Rasmala Investment Bank July 2009 - July 2011
IT-Absolute January 2007 - July 2009
Securities House.LLC September 2005 - December 2006
Skills
Business Analysis, Project Management, ERP, Order Management, Investment Banking, Portfolio Management, Asset Managment, Equities, Trading, Banking, Capital Markets, Financial Markets, Fixed Income, Technical Analysis, Risk Management, Asset Management, CRM, Analysis, Mergers & Acquisitions, Project Planning, Software Project..., Management, FX Options, Derivatives, Quality Assurance, Finance, Financial Risk, Securities, Business Process, Valuation, Financial Modeling, Testing, Investments, Trading Systems, Financial Services
Education
Institute Of Banking Studies 2006 — 2006
Diploma, Banking and financial services
Philadelphia University 2000 — 2005
Bachelor Degree, IT - Software Engineering
John Hancock Financial Services March 2015 - Present
Commonwealth Financial Network April 2014 - March 2015
Commonwealth Financial Network March 2014 - April 2014
Crump Life Insurance Services January 2012 - September 2013
IGM International Golf Maintenance May 2007 - September 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Life Insurance, Marketing, Insurance, Facebook, Sales
Education
Quinnipiac University 2007 — 2012
Bachelor's degree, Communication and Media Studies
John Hancock Financial Services December 2013 - Present
Partners HealthCare February 2008 - December 2013
Partners February 2006 - February 2008
Digitas October 2004 - February 2006
Staples May 2003 - October 2004
Skills
Integration, Visio, SharePoint, Project Management, SDLC, Web Development, Software Project..., Requirements Analysis, Requirements Gathering, SQL, Process Improvement, Software Documentation, Vendor Management, Agile Methodologies, Enterprise Architecture, MS Project, Usability, Project Planning, HTML, Web Applications, Healthcare, Software Development, Quality Assurance, IT Infrastructure..., Change Management, XML, Content Management, Web Hosting, Healthcare Information..., Managing Project Budgets, Analytics, Scrum, Web Services, E-commerce, JavaScript, CSS, Content Switches, Load Balancing, Google Analytics, Amazon Web Services..., Humor, galbi beef short rib, Drupal, .com, SaaS, Google Adwords, Project Communications, HIPAA, Propellerheads Reason, Sound Design
Education
University of Massachusetts Boston 2008 — 2008
Project Management
Quincy College 2002 — 2006
AS, Computer Science
University of Massachusetts Dartmouth 1992 — 1996
BS, Political Science and Government
Bizfi November 2014 - Present
B2B CFO® January 2014 - November 2014
iPacesetters, LLC. 2011 - January 2014
Digital Cinema Implementation Partners 2009 - 2010
Cynergy Data 2008 - 2009
Marakon Associates 2006 - 2008
MasterCard International 2005 - 2006
Mastercard Worldwide 2003 - 2005
American Express 2001 - 2003
John Hancock Financial Services 1999 - 2001
Skills
Private Equity, Management Consulting, Insurance, Shared Services, Human Resources, Negotiation, SAP, Latin America, Capital Management, Financial Analysis, Acquisition Integration, Mergers, Financial Modeling, Due Diligence, Divestitures, Global Business..., Strategic Planning, Project Management, Systems Development, Systems Development..., Team Building and..., Team Building, Team Leadership, Accounting and..., Accounting, Financial Process..., Mergers, Acquisitions,..., Mergers & Acquisitions, IPO, Treasury and Cash..., Treasury Management, Cash Management, GAAP / SEC /..., SAP, Oracle, Great..., P&L Accountability, Change Management, Capital Raising..., Complex Negotiations, Activity-Based Costing, Human Resource..., Shared Services,..., Outsourcing, Cross-cultural Teams, Start-ups, Leadership, Strategy, Project Coordination, HR Transformation, Team Management, Business Acquisition
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Harvard Business School Executive Education
International & Structured Finance Executive Studies
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Aviva August 2014 - Present
Munich Re September 2013 - December 2013
Reinsurance Group of America May 2013 - August 2013
John Hancock Financial Services September 2012 - December 2012
Manulife Financial January 2012 - April 2012
RBC Royal Bank Insurance May 2011 - September 2011
Skills
Actuarial Science, Financial Analysis, VBA, Risk Management, R, GGY Axis, Access, Process Improvement, Economics, Valuation, Statistics, Actuarial Consulting, Quantitative Finance
Education
University of Waterloo 2009 — 2014
BM, mathematics
Raffles Junior College 2007 — 2008
Liberty Mutual Insurance February 2014 - Present
John Hancock Financial Services February 2011 - November 2011
John Hancock 2006 - March 2011
Fidelity Investments June 2005 - October 2006
Fidelity Investments October 2002 - June 2005
Skills
Product Development, Program Management, IT Outsourcing, Vendor Management, Relationship Management, Project Management, Leadership, Strategy, SDLC
Education
Ohio Wesleyan University
BA, Economics
Wharton Executive Education Course 2001 — 2001
eBusiness Models & Applications for eCommerce
Midland National Life Insurance Company October 2002 - Present
Midland National Life Insurance Company July 1998 - October 2002
John Hancock Financial Services June 1996 - July 1998
Education
Northwestern University
Bachelor's degree, Political Science and Government
Northwestern University
Master's degree, Political Science and Government
New England Sign Supply Co August 2011 - Present
The Timberland Company November 2008 - February 2011
The Timberland Company June 2008 - November 2008
The Timberland Company April 2006 - June 2008
The Gillette Co. March 1997 - April 2006
The Gillette Company October 1999 - June 2004
The Gillette Company March 1997 - October 1999
John Hancock Financial Services March 1994 - March 1997
Skills
Forecasting, Account Management, Consumer Products, Leadership, Logistics, Management, Merchandising, Retail, Sales, Sales Management, Sales Operations, Supply Chain
Education
Plymouth State University 1990 — 1994
BS
John Hancock Financial Services May 2014 - January 2015
Dana Farber Cancer Institute/ Partners Healthcare August 2013 - April 2014
Federal Aviation Administration September 2012 - July 2013
Harvard University January 2012 - August 2012
Risk Management Foundation of Harvard Medical Institutes (CRICO/ RMF) August 2008 - November 2011
Bank of Tokyo-Mitsubishi UFJ November 2006 - May 2008
State Street Bank July 2005 - March 2006
Fidelity Investments January 2001 - March 2002
Digitas February 1999 - December 2000
Skills
Financial Services, Business Analysis, Project Management, Quality Assurance, Process Improvement, Product Management, Mutual Funds, Visio, Portfolio Management, Management Consulting, Program Management, Leadership, Software Documentation, Analysis, Training, Social Networking, Project Planning
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Management Information Systems
University of North Carolina at Greensboro 1988 — 1992
B.S., Business Administration
Gameface Media June 2014 - Present
John Hancock Financial Services May 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) January 2012 - May 2013
J.H. Cohn LLP November 2010 - February 2012
Constitution Advisors, LLC May 2009 - August 2009
Glastonbury Hills Country Club March 2004 - May 2009
Skills
Accounting, Auditing, QuickBooks, Tax, Internal Audit, Tax Preparation, CPA, Financial Statements, GAAP
Education
Suffolk University - Sawyer Business School 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Providence College 2006 — 2010
Bachelor of Science, Accountancy
appliedgolf April 2015 - Present
appliedgolf October 2014 - April 2015
appliedgolf September 2014 - October 2014
Sizewise September 2011 - September 2014
Enterprise Holdings September 2008 - September 2011
John Hancock Financial Services June 2007 - July 2008
Skills
Management, Account Management, Sales, New Business Development, Customer Service, Relationship Building, Sales Management, Team Building, Budgets
Education
Purdue University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
Purdue University 2003 — 2007
John Hancock Financial Services May 2007 - Present
Sugar, Friedberg & Felsenthal 2005 - April 2007
Stein & Stein 2001 - 2005
Skills
Project Coordination, Business Continuity..., Invoice Management, Calendaring, Legal Documents, Travel Arrangements, Executive Support, Office Management, Outlook, Expense Management, Spreadsheets, Legal Research, Human Resources, Nonprofits, Filing, Expense Reports, Bookkeeping, Grant Writing, Higher Education, Microsoft Office, Visio, Non-profits, Photoshop, Problem Solving, Writing, Business Analysis, Legal Writing
Education
Northwestern University
Bachelor's degree, English Language and Literature/Letters
ADP April 2015 - Present
John Hancock Financial Services December 2013 - April 2015
PNC Financial Services Group June 2010 - December 2013
McCloy Financial May 2009 - May 2010
Skills
Customer Service, Management, Finance, Microsoft Office, Leadership, Financial Analysis, Sales, Microsoft Excel, Insurance, Social Media
Education
Ohio University 2005 — 2009
Business Administration, Finance
Voya Financial April 2009 - Present
Voya Financial October 2007 - April 2009
Voya Financial September 2000 - October 2007
John Hancock Financial Services June 1999 - September 2000
Putnam Investments September 1997 - June 1999
Putnam Investments February 1996 - September 1997
Skills
Process Improvement, Financial Services, Mutual Funds, FINRA, Relationship Management, 401k, Business Analysis, Risk Management, Series 63, Vendor Management
Education
Plymouth State University 1991 — 1995
Bachelor of Science (B.S.), Business Management
Stratus360, Inc. February 2011 - Present
CDC Software, Pivotal CRM September 2006 - January 2011
John Hancock Financial Services September 2003 - September 2006
Manulife Financial 2003 - 2006
Pivotal Corporation 1999 - 2003
Education
Queen's University 1992 — 1996
B.A and B.PHE, Computer Science, Physical and Health Education
Nagai Associates June 2015 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2015
John Hancock Financial Services 2008 - August 2010
Education
Princeton University
AB
Houston Honey Do Handy Honey, LLC September 2007 - Present
Teledyne Geophysical Instruments June 2006 - August 2007
Earthtones by d.p.Etlinger September 2001 - June 2006
Powell Electrical Manufacturing Company March 2001 - August 2001
Powell Electrical Manufacturing Company October 1999 - March 2001
John Hancock Financial Services December 1998 - October 1999
Texas Sampling, Inc. August 1997 - August 1998
Texas Sampling, Inc. June 1996 - August 1998
Texas Sampling, Inc. October 1993 - June 1996
Skills
Purchasing, Project Planning, Lean Manufacturing, Continuous Improvement, Procurement, Manufacturing, Business Analysis, Value Stream Mapping, Kaizen, Visio, Management, Six Sigma, Strategy, Budgets, Strategic Planning, New Business Development, Contract Negotiation, Marketing, Microsoft Excel, Training, Leadership, Process Improvement, Team Building, Analysis, Business Strategy, Sales Management, Software Documentation, ERP, Start-ups, Negotiation, Proposal Writing, Program Management, Sales, Operations Management, Contract Management, Project Management, Construction, Business Planning, Team Leadership, Business Development, Engineering
Education
Our Lady of the Lake University 2001 — 2003
MBA, Management
University of Houston-Victoria 1995 — 1997
BBA, Management
The Victoria College 1991 — 1995
Associate, Arts and Science
St. Joseph High School 1987 — 1991
John Hancock Financial Services June 2015 - Present
Mercer March 2008 - June 2015
New York Life Retirement Plan Services 2002 - 2008
Skills
Defined Benefit, Financial Services, Retirement, Series 6, Employee Benefits, Series 63, Mutual Funds, Retirement Planning, 401k, Pensions, Defined Contribution, Relationship Management, Asset Allocation
Education
Quinnipiac University 1998 — 2002
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
FCG Advisors, LLC September 1995 - Present
MDS Securities, Inc. 1992 - 1995
John Hancock Financial Services 1991 - 1992
Skills
Equities, Series 7, Fixed Income, Capital Markets, Hedge Funds, Series 63, Derivatives, Alternative Investments, Bloomberg, Trading, Asset Managment, Trading Systems, Mutual Funds, Options, Asset Allocation, Portfolio Management, Electronic Trading, Equity Trading, Investment Management, Financial Services, Bonds, Middle Office, Investment Strategies, Financial Markets, Series 24, Prime Brokerage, Valuation, Financial Risk, Back Office, Risk Management, Settlement, Financial Modeling, Private Equity, Market Data, Relationship Management, Due Diligence, Financial Analysis, Equity Derivatives, Credit Analysis, Corporate Finance, Operational Risk..., Mergers & Acquisitions, Hedging, Investment Advisory, Equity Research, Enterprise Risk..., Emerging Markets, Bloomberg Terminal, Client Services, Securities
Education
Rutgers Business School 1999 — 2002
MBA, Finance
Penn State University 1987 — 1991
B.S., Management
John Hancock Financial Services November 1992 - Present
Education
Ohio Wesleyan University 1986 — 1990
AT&T (previously Dobson Communications, acquired by AT&T 2007) May 2000 - March 2011
Chickasaw Technology Products June 1996 - May 2000
John Hancock Financial Services September 1987 - May 1996
Love’s Country Stores January 1984 - September 1987
Education
Pittsburg State University
BBA, Business Administration
Kaiser Permanente 2002 - Present
Canada Life 1997 - 2002
Prudential Healthcare 1996 - 1996
John Hancock Financial Services 1993 - 1996
Education
Oglethorpe University 1982 — 1986
Wachovia, A Wells Fargo Company 2010 - Present
Optcapital September 2007 - February 2010
John Hancock Financial Services 1988 - 2007
John Hancock Financial Services 1988 - 2007
John Hancock 1988 - 2007
John Hancock/ManuLife 1988 - 2007
Skills
SQL, Microsoft SQL Server, Databases, Business Analysis, Agile Methodologies, Data Warehousing, Business Intelligence, Management, Process Improvement, Requirements Analysis, Software Project..., Microsoft Office, Leadership
Education
Queens College 1984 — 1986
State University of New York College at Buffalo 1974 — 1978
Bachelors, Accounting
Stuyvesant High School 1971 — 1974
John Hancock Financial Services April 2015 - Present
New York Life January 2008 - Present
Fidelity Investments March 2002 - January 2008
Skills
Call Centers, Process Improvement, Customer Service, Financial Services, Business Analysis, Mutual Funds, Relationship Management, Vendor Management, 401k, Project Management, Insurance, Employee Benefits, Workforce Management, Workforce Development
Education
Quinsigamond Community College 1997 — 1999
Business Administration
EBS - Executive Benefit Solutions March 2015 - Present
John Hancock September 2000 - October 2014
John Hancock Financial Services February 1997 - September 2000
Various Major Insurance Companies January 1986 - December 1996
Skills
401k, Estate Planning, Financial Services, Financial Advisory, Strategic Planning, Life Insurance, Series 6, Series 63, Series 26, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Investments, Management, Financial Planning, Disability Insurance, Employee Benefits, Executive Benefit..., Non-Qualified Deferred..., Business Case Design, Variable Products, Product Marketing, Marketing Communications, Insurance, Marketing, Sales, Consulting
Education
Norwich University 1968 — 1972
Bachelor's degree
Merrill Corporation March 2015 - Present
Cambia Health Solutions April 2013 - December 2014
Knowledge Universe January 2010 - April 2013
John Hancock Financial Services January 2009 - September 2009
State of Oregon June 2008 - September 2008
Portland State University March 2005 - June 2008
Hospital of the University of Tübingen June 2006 - August 2006
Skills
SQL, Software Design, Database Design, Project Management, Web Development, Software Documentation, HTML5, CSS3, Process Improvement, Data Analysis, Management, Customer Service, Research, Leadership, Project Coordination, Visio, Microsoft Office, Ruby on Rails, iOS Development, Teamwork, Access, Team Building
Education
Portland State University 2003 — 2008
Bachelor of Science (BS)
Santander January 2010 - Present
YMCA 2010 - 2011
John Hancock Financial Services 2005 - January 2010
Wells Fargo Mortgage January 2001 - January 2005
CitiFinancial January 1997 - January 2001
Education
Ohio University
Bachelor of Arts and Science
Ohio University
Masters, Business
John Hancock Financial Services June 2012 - Present
Peoples United Bank January 2006 - February 2011
Education
Ohio University 2000 — 2004
Fidelity Investments October 2012 - Present
Fidelity Investments August 2008 - October 2012
Fidelity Investments August 2005 - August 2008
John Hancock Financial Services June 2002 - July 2003
Skills
Project Management, Risk Assessment, Counter Surveillance, Access Control, Buisness Continuity, Crisis Management, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Data Analysis, Customer Service, Program Management, PowerPoint, Analysis, Training, Management, Surveillance, Basic Life Support, Critical Thinking, Asset Protection, Operations Management, Incident Command, Command Center, Cpr Certified, Threat Analysis, Evacuation, Fire Safety, Physical Security, Lenel, Casi, Photoshop, Photography
Education
Norwich University 1997 — 2001
Bachelor of Science (BA), Criminal Justice
WELIS, LLC August 2001 - Present
John Hancock Financial Services September 1995 - August 2001
Skills
Insurance, Actuarial Science, Health Insurance, Life Insurance, Microsoft Excel
Education
Purdue University
Interdisciplinary Math/Statistics, Actuarial Science
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
LPL Financial November 2011 - Present
Sun Life Financial September 2010 - November 2011
John Hancock Financial Services July 2003 - September 2010
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Series 6, 401k, Retirement, Variable Annuities, Wealth Management, Investments, Financial Advisory, Series 65, Asset Allocation, FINRA, Alternative Investments, Strategic Financial..., Insurance, Series 24, Securities
Education
Pittsburg State University 1985 — 1990
Business, Finance
John Hancock Financial Services April 2015 - Present
New York Life Investment Management July 2012 - April 2015
New York Life Investment Management April 2010 - July 2012
Dean College August 2007 - January 2010
Dean College August 2007 - May 2008
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Finance
Providence College 2003 — 2007
B.S., Marketing, Finance
Signator Investors, Inc. September 2013 - Present
John Hancock Financial Services June 2012 - September 2013
Trilogy Financial Services September 2009 - June 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Estate Planning, Series 63, Financial Advisory, Series 7, Asset Allocation, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Economics
Phillips Exeter Academy 2000 — 2003
Tax Trilogy, LLC June 2009 - Present
Ryan 2007 - 2009
ADP Taxware 2001 - 2003
John Hancock Financial Services 2000 - 2003
Skills
Tax
Education
Pace University School of Law 1994 — 1997
JD, Law
John Hancock Financial Services January 2013 - Present
JPMorganTreasury & Securities Services October 2010 - December 2012
JPMorgan Chase N.A. October 2010 - January 2012
PwC July 2007 - September 2010
PricewaterhouseCoopers, LLP July 2007 - September 2010
PricewaterhouseCoopers, LLP June 2006 - August 2006
Allied Irish BankInvestment Banking August 2004 - January 2006
Skills
Tax, Auditing, Finance, Financial Statements, Analysis, Tax Preparation, Investments, Tax Returns, Capital Markets, Mutual Funds, Software Documentation, Credit, Financial Reporting, Financial Analysis, Spreadsheets, Corporate Tax, Accounting, Management, International Tax, CPA, Financial Accounting, Internal Controls, Microsoft Office, Non-profits, Pivot Tables, Policy Analysis, SEC filings, Sarbanes-Oxley Act, Tax Accounting, US GAAP
Education
Pace University
BBA, Public Accounting
Suffolk University - Sawyer Business School
Master's degree, Taxation
Verisight, Inc January 2010 - Present
Essex National Securities, LLC 2006 - 2009
John Hancock Financial Services 2003 - 2006
Essex National Securities, LLC 1995 - 2002
Prudential Financial 1987 - 1992
Skills
Securities, Banking, Retirement, Insurance, Investments, Retirement Planning, 403 b, Strategic Planning, Customer Service, Sales, Mutual Funds, 401k, Pensions
Education
Penn State University 1983 — 1987
BS, Finance
With Integrity Wealth Management January 2015 - Present
With Integrity Financial December 2002 - Present
Janney Montgomery Scott March 1998 - December 2002
Merrill Lynch March 1994 - March 1998
John Hancock Financial Services May 1992 - March 1994
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Variable Annuities, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Investments, Estate Planning, IRAs, Series 63, Securities, Financial Advisory, 401k Rollovers, Portfolio Management, ETFs, Wealth Management..., 401k, Financial Services, Wealth Accumulation, Investment Management, Alternative Investments, Wealth, Financial Planners, Certified Financial..., Roth IRA, Bonds, High Net Worth..., Personal Financial..., Long Term Care Insurance, Financial Goals, Asset Protection, 529 Plans, Separately Managed..., Term Life Insurance, Asset Management, Fixed Income, Stocks
Education
Boston University 1998 — 2001
CFP, Certified Financial Planner
Boston University
Financial Planning
Plymouth State University 1987 — 1992
Bachelors, Business
Seacoast Family Food Pantry June 2014 - Present
Seacoast Family Food Pantry June 2014 - Present
John Hancock Financial Services October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2013 - October 2013
John Hancock Financial Services November 2011 - January 2013
contractor August 2007 - November 2009
Skills
Quality Assurance, Call Centers, Lotus Notes, Windows, Microsoft Office
Education
Control Data Institute
certificate, Computer Programming
Northern Virginia Community College
Nania Energy December 2012 - Present
MS Logistics, Inc. June 2007 - November 2012
Rentacrate - A HiTouch Business Services Company 2004 - 2007
Corporate Express, Inc.(Staples) 2000 - 2004
John Hancock Financial Services March 1995 - January 2000
Skills
Strategy, Sales, 3PL, Energy, Transportation, Supply Chain Management, Sustainability, Sales Management, Renewable Energy, Pricing, Operations Management, Commodity Markets, Natural Gas, Energy Management, Energy Markets, Demand Response, Business Development, Strategic Partnerships, Management, Supply Chain Consulting, LEED, Contract Negotiation, Best Practices, Energy Efficiency, Solar Energy, New Business Development, Energy Industry, Sustainable Energy, Power Generation, Electricity, Project Management, Energy Services, Business Strategy, Wind, Negotiation, Smart Metering, Forecasting, Building Relationships, Sales Process, CNG
Education
Northern Illinois University 1992 — 1995
BS, Finance
Naperville Central HS
Assurant Employee Benefits August 1998 - January 2012
Assurant Employee Benefits January 1998 - January 2012
Chrysler Financial Corporation January 1995 - January 1998
John Hancock Financial Services January 1994 - January 1995
Education
Pittsburg State University 1983 — 1988
BBA, Business
Pittsburg State University
BBA
Webster UniversityKansas
MBA
Hilbert College June 2010 - March 2013
MassMutual / Wachovia Securities / MONY September 1996 - July 2009
Rochester Community Savings Bank August 1989 - September 1996
John Hancock Financial Services January 1986 - August 1989
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1991
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1981 — 1985
Bachelor of Science (BS), Business Administration, Management and Operations
Escuela de Administration, Lima, Peru
International Finance and Marketing
Marketing Consultant January 1995 - Present
Register.com February 2002 - May 2004
Goldman Sachs September 1999 - February 2001
John Hancock Financial Services June 1997 - June 1998
Starwood Hotels & Resorts Worldwide, Inc. June 1994 - January 1996
American Express September 1988 - April 1995
Skills
Start-ups, Strategic Planning, Business Strategy, Social Media Marketing, Leadership, Digital Strategy
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Skidmore College 1981 — 1985
Bachelor's Degree
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts
Hudson River Tractor Co. February 2006 - Present
HCJ Persoon Dairy Farms January 1990 - Present
John Hancock Financial Services January 1988 - October 1989
Gregson Agency Inc. January 1988 - October 1989
Allstate October 1986 - December 1987
Sentry Insurance October 1985 - October 1986
Skills
Sales Management, New Business Development, Account Management, Sales Operations, Negotiation, Pricing, Competitive Analysis, Product Development, Marketing Strategy, Marketing, Contract Negotiation
Education
Pace University - Lubin School of Business 1981 — 1983
BBA, MARKETING & FINANCE
Orange County Community College 1979 — 1981
Associate of Arts and Sciences (AAS), Accounting and Business/Management
John S. Burke Catholic HS
Deutsche Bank March 2015 - Present
Credit Suisse January 2015 - March 2015
John Hancock Financial Services June 2014 - October 2014
Commonwealth Bank December 2010 - March 2014
Numerix May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company September 2007 - October 2007
Imagine Software June 2005 - June 2007
United States Marine Corps May 1999 - May 2005
Morgan Stanley Private Wealth Management November 2004 - April 2005
Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management
Education
Saint Thomas Aquinas College 1998 — 2004
Bachelor of Science (B.S.), Finance, General
Pace University 2003 — 2003
Mathematics
Pennington Property Group June 2009 - Present
Regional Homebuilder September 2003 - April 2009
John Hancock Financial Services January 2003 - August 2003
Clemens Markets January 1996 - January 2000
Skills
Budgets, Negotiation, Management, Strategic Planning, Project Planning, Financial Analysis, Project Management, Contract Management, Construction, Real Estate, Analysis, Due Diligence, Finance, Business Development, Mergers & Acquisitions, Real Estate Development, Entitlements
Education
Penn State University 1998 — 2002
Bachelor of Science
MFS Investment Management June 2014 - Present
John Hancock Financial Services February 2013 - March 2014
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2013
Interactive Data October 2005 - February 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Salesforce.com, Sales, Financial Services, Account Management, Vendor Management, Event Management, Software Documentation, Business Analysis, Employee Relations, Business Development, Training, Human Resources, Mutual Funds, Analysis, Data Analysis
Education
Quinnipiac University 2002 — 2005
B.A., Communications
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - December 2011
Modern Equipment Sales & Rental Company February 2006 - September 2007
Skills
Insurance
Education
Penn State University 2001 — 2005
B.A., Liberal Arts
Rodgers Ski and Sport July 1989 - September 1991
Clark Insurance October 1986 - July 1989
John Hancock Financial Services May 1983 - August 1985
Crum & Forster Enterprise November 1981 - May 1983
Skills
Hospitality, Hotels, Microsoft Office, Customer Service, Hospitality Management
Education
Plymouth State University 1978 — 1981
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3..2
John Hancock Financial Services 1997 - 2004
Paul Revere Insurance/ Unum 1988 - 1997
Skills
Mutual Funds, Investments, Fixed Annuities, Underwriting, Retirement Planning, Risk Management, Financial Services, Microsoft Excel, Financial Analysis, Employee Benefits, Series 7, Series 63, Data Analysis, Strategic Financial..., Business Analysis
Education
Providence College 1984 — 1988
Bachelor's degree, Economics
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services October 2012 - November 2014
John Hancock Financial Services January 2011 - October 2012
Aetna June 2010 - August 2010
UnitedHealth Group June 2009 - August 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Mathematics and Statistics
Peking University 2008 — 2008
Mathematics - Study Abroad
Venture Retail Partners October 2014 - Present
John Hancock Financial Services July 2013 - August 2013
Black Rock Country Club June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook
Education
Providence College 2010 — 2014
Bachelor's degree, Finance, General
Hingham High School 2006 — 2010
H&R Block November 2003 - Present
Merrill Lynch July 2011 - February 2013
John Hancock Financial Services April 2009 - August 2011
Skills
Customer Service, Tax Accounting, Financial Accounting, Bookkeeping, Number Crunching, Community Outreach, Sports Coaching, Series 6, Series 63, Series 65, Series 7, Investments, Portfolio Management, Wealth Management, Financial Analysis, Tax, Finance, Financial Reporting, Accounting, Financial Advisory, Financial Planning, Management
Education
Owens Community College 2012 — 2015
CPA Certificate, Accounting
University of Toledo 1991 — 1999
Bachelors, Finance
ING June 2007 - Present
GHRO Properties, LLC September 2005 - May 2007
Merrill Lynch January 2004 - September 2005
Wells Fargo 1999 - 2003
John Hancock Financial Services 1995 - 1999
US Navy 1979 - 1994
Skills
Investments, Operations Management
Education
Oregon State University 1975 — 1979
Bachelor of Science (BS), Microbiology, General
RGA reinsurance June 2013 - Present
RGA Reinsurance June 2013 - Present
Aviva Life Insurance Company March 2011 - June 2013
John Hancock Financial Services 2005 - 2010
Pacific Life 1998 - 2005
Skills
Finance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Disability Insurance, Term Life Insurance, Investments, Financial Risk, Risk Management, Actuarial Science, Strategic Financial...
Education
Northern Illinois University
JOHN HANCOCK FINANCIAL SERVICES July 2013 - Present
Fixed Annuities February 2010 - June 2013
Sr. Financial & Mgmt November 2006 - February 2010
Variable Annuities Commissions & Fee Income December 2005 - November 2006
Variable Annuities Commissions & Fee Income December 2004 - December 2005
North Shore Community College January 2002 - December 2004
One to One Global May 2001 - May 2004
NORTH CAROLINA A&T INTERNATIONAL TRADE CENTER August 1997 - May 2000
Skills
Financial Analysis, Investments, Financial Reporting, Financial Modeling, Accounting, Analysis, Internal Audit, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Auditing, Credit, Finance, Microsoft Excel, Asset Management, Corporate Finance
Education
NORTH CAROLINA A & T STATE UNIVERSITY
M.S; Master of Science, Applied Economics
Philander Smith College
B.A, Business Administration; Accounting
Sammons Retirement Solutions December 2011 - Present
John Hancock Financial Services November 2007 - November 2011
GE Healthcare September 1993 - September 2007
Skills
Wholesale, Annuity Sales, Mutual Funds, Medical Sales, Management, Fixed Annuities, Series 7, IRAs, Investments, Variable Annuities, Series 63, Financial Advisory, 401k, Retirement, Financial Services
Education
Philadelphia University 1982 — 1985
Bachelor of Sciences, Finance, General
University of Delaware 1980 — 1982
N/A, Liberal Arts and Sciences/Liberal Studies
C.D. Peacock April 2008 - Present
John Hancock Financial Services June 2005 - September 2007
Education
Northern Illinois University 2002 — 2006
Bachelor of Science (BS), Finance, General
John Hancock Financial Services August 2009 - Present
John Hancock Financial Services August 2006 - July 2009
Skills
Relationship Management, Building Relationships, Territory Development, Sales Presentations, Variable Annuities, Investments
Education
Quinnipiac University 2001 — 2005
Bachelor's degree, Marketing