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
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John Hancock Financial Services Employees
Employee
Years
Job
Industry
Paul Mier Paul Mier's John Hancock Financial Services Experience 1986 - 1995
Job Vice President at AXA Equitable AgriFinance, LLC
Industry
Experience
AXA Equitable AgriFinance, LLC June 2011 - Present
AEGON June 1995 - Present
John Hancock Financial Services 1986 - 1995
Skills
Investments, Investment Properties, Finance, Agriculture, Asset Management, Underwriting, Business, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Due Diligence, Credit, Risk Management, Valuation, Portfolio Management
Education
Rutgers University-New Brunswick
Master's Degree, Agricultural Economics
Rutgers University-New Brunswick
Bachelor's Degree, Environmental Science (with a Forestry interest)
AXA Equitable AgriFinance, LLC June 2011 - Present
AEGON June 1995 - Present
John Hancock Financial Services 1986 - 1995
Skills
Investments, Investment Properties, Finance, Agriculture, Asset Management, Underwriting, Business, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Due Diligence, Credit, Risk Management, Valuation, Portfolio Management
Education
Rutgers University-New Brunswick
Master's Degree, Agricultural Economics
Rutgers University-New Brunswick
Bachelor's Degree, Environmental Science (with a Forestry interest)
Denise R Nelson Denise R Nelson's John Hancock Financial Services Experience 1989 - 2013
Job Executive Support & Event Planning Leader
Industry Executive Office
Experience
John Hancock Financial Services 1989 - 2013
John Hancock Financial Services 1989 - 1997
Skills
Executive Office..., Office Administration, Office Management, Executive Support, Sales Account Support, Team-oriented, Teamwork, Coordinating Events, Event Management, Meeting Planning, Customer Satisfaction, Administrative..., Driving Efficiency, sales account..., Cross-functional..., Strategic Planning, Program Management, Policy & Procedure..., Conference Coordination, Customer Service..., Relationship Management, Customer Support, Executive..., Travel Arrangements, Expense Reports, Microsoft Office, Space planning, Life Insurance, Life & Health Insurance..., Calendaring, High Net Worth..., Highly detail oriented, Marketing, Outlook, Lotus Notes, PowerPoint, Compliance, Inspiring People, Customer Service, Emergency Management, Management, Calendars, Expenses, Leadership, Event Planning, Travel Planning, Executive Level...
Education
Salem State College
Bachelor of Science Degree, Business Educations/Office Management
John Hancock Financial Services 1989 - 2013
John Hancock Financial Services 1989 - 1997
Skills
Executive Office..., Office Administration, Office Management, Executive Support, Sales Account Support, Team-oriented, Teamwork, Coordinating Events, Event Management, Meeting Planning, Customer Satisfaction, Administrative..., Driving Efficiency, sales account..., Cross-functional..., Strategic Planning, Program Management, Policy & Procedure..., Conference Coordination, Customer Service..., Relationship Management, Customer Support, Executive..., Travel Arrangements, Expense Reports, Microsoft Office, Space planning, Life Insurance, Life & Health Insurance..., Calendaring, High Net Worth..., Highly detail oriented, Marketing, Outlook, Lotus Notes, PowerPoint, Compliance, Inspiring People, Customer Service, Emergency Management, Management, Calendars, Expenses, Leadership, Event Planning, Travel Planning, Executive Level...
Education
Salem State College
Bachelor of Science Degree, Business Educations/Office Management
Craig Cassler Craig Cassler's John Hancock Financial Services Experience September 1999 - October 2000
Job Senior Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
Guardian Life October 2013 - Present
Macquarie Group August 2011 - September 2013
Sun Life Financial November 2007 - October 2010
TD Ameritrade November 2003 - March 2006
Sun Life Financial October 2000 - November 2001
John Hancock Financial Services September 1999 - October 2000
Skills
Series 7, Series 63, Life and Health..., Fixed Annuities, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Planning, Mutual Funds, Sales Presentations, R.I.A Products, Wealth Management, Asset Allocation, Retirement, Alternative Investments, 401k
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Arts (B.A.), Management Sciences
Guardian Life October 2013 - Present
Macquarie Group August 2011 - September 2013
Sun Life Financial November 2007 - October 2010
TD Ameritrade November 2003 - March 2006
Sun Life Financial October 2000 - November 2001
John Hancock Financial Services September 1999 - October 2000
Skills
Series 7, Series 63, Life and Health..., Fixed Annuities, Variable Annuities, Life Insurance, Qualified Retirement..., Retirement Planning, Mutual Funds, Sales Presentations, R.I.A Products, Wealth Management, Asset Allocation, Retirement, Alternative Investments, 401k
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Arts (B.A.), Management Sciences
Peter Motzenbecker, CRPC® Peter Motzenbecker, CRPC®'s John Hancock Financial Services Experience January 2003 - July 2005
Job Regional Vice President, Genworth Financial
Industry Insurance
Experience
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Leah Ramondt Leah Ramondt's John Hancock Financial Services Experience July 2013 - Present
Job Internal Sales Manager
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2005 - July 2013
John Hancock Financial Services April 2009 - May 2011
John Hancock Financial Services December 2003 - October 2005
Skills
Series 24, Series 7, Series 63, Series 6, Relationship Management, Retirement Planning
Education
Ryerson University 1999 — 2001
Bachelor of Commerce, Finance
University of Toronto - University College 1997 — 1999
Bachelor of Commerce, Finance
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2005 - July 2013
John Hancock Financial Services April 2009 - May 2011
John Hancock Financial Services December 2003 - October 2005
Skills
Series 24, Series 7, Series 63, Series 6, Relationship Management, Retirement Planning
Education
Ryerson University 1999 — 2001
Bachelor of Commerce, Finance
University of Toronto - University College 1997 — 1999
Bachelor of Commerce, Finance
Michael Rochonchou, CLU, ChFC, CLTC Michael Rochonchou, CLU, ChFC, CLTC's John Hancock Financial Services Experience September 1982 - June 2012
Job President, Rochonchou Wealth Mgt., LLC
Industry Financial Services
Experience
Rochonchou Wealth Management, LLC April 2013 - Present
BCG Securities July 2012 - March 2013
John Hancock Financial Services September 1982 - June 2012
Skills
Wealth Accumulation, Wealth Management, Estate Planning, Property & Casualty..., Health Insurance, Retirement Planning, 401k, 401k Rollovers, Disability Insurance, Long Term Care Insurance, Life Insurance Planning, Financial Services, Series 63, Life Insurance, Securities, Small Business, Fixed Annuities, Retirement, Series 7, Investment Advisory, Mutual Funds, Financial Planners, Asset Allocation, Finance, Financial Planning
Education
The American College 1994 — 1998
Chartered Financial Consultant, Financial Planning and Services
Rider University 1978 — 1982
Bachelor's degree, Bachelor's of Science
Hamilton West High School 1974 — 1978
Rochonchou Wealth Management, LLC April 2013 - Present
BCG Securities July 2012 - March 2013
John Hancock Financial Services September 1982 - June 2012
Skills
Wealth Accumulation, Wealth Management, Estate Planning, Property & Casualty..., Health Insurance, Retirement Planning, 401k, 401k Rollovers, Disability Insurance, Long Term Care Insurance, Life Insurance Planning, Financial Services, Series 63, Life Insurance, Securities, Small Business, Fixed Annuities, Retirement, Series 7, Investment Advisory, Mutual Funds, Financial Planners, Asset Allocation, Finance, Financial Planning
Education
The American College 1994 — 1998
Chartered Financial Consultant, Financial Planning and Services
Rider University 1978 — 1982
Bachelor's degree, Bachelor's of Science
Hamilton West High School 1974 — 1978
Brittney Gould's John Hancock Financial Services Experience Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
New England Financial May 2009 - August 2009
New England Financial May 2008 - May 2009
Skills
Series 7, Investments, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Series 6, 401k, Retirement, Retirement Planning, FINRA, Asset Allocation, Wealth Management, Defined Contribution, Profit Sharing, Qualified Retirement..., Sales Presentations, Defined Benefit, Retirement Plan..., Fixed Annuities
Education
Saint Anselm College 2006 — 2010
Psychology
John Hancock Financial Services Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
New England Financial May 2009 - August 2009
New England Financial May 2008 - May 2009
Skills
Series 7, Investments, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Series 6, 401k, Retirement, Retirement Planning, FINRA, Asset Allocation, Wealth Management, Defined Contribution, Profit Sharing, Qualified Retirement..., Sales Presentations, Defined Benefit, Retirement Plan..., Fixed Annuities
Education
Saint Anselm College 2006 — 2010
Psychology
Shawn Blackwood's John Hancock Financial Services Experience December 2013 - Present
Job Director, New Business Support & Supervisory Principal (PFS) at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - December 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) October 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) October 2007 - October 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2005
John Hancock Life Insurance Company (U.S.A.) May 2004 - May 2005
Reliance Management Consulting,Inc. February 2003 - May 2004
Skills
401k, Retirement, Mutual Funds, Finance, Securities, Relationship Management, Sales, Pensions, Financial Services, Management, Insurance, Asset Allocation, Financial Advisory, Series 6, Rollovers, Customer Service, Process Improvement, Fixed Annuities, IRAs, Wealth Management, FINRA
Education
The Partnership
Fellows Program
YMCA Young Achievers Award
Ryerson University 1998 — 2002
B-Comm, Accounting & Finance
John Hancock Financial Services December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - December 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) October 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) October 2007 - October 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2005
John Hancock Life Insurance Company (U.S.A.) May 2004 - May 2005
Reliance Management Consulting,Inc. February 2003 - May 2004
Skills
401k, Retirement, Mutual Funds, Finance, Securities, Relationship Management, Sales, Pensions, Financial Services, Management, Insurance, Asset Allocation, Financial Advisory, Series 6, Rollovers, Customer Service, Process Improvement, Fixed Annuities, IRAs, Wealth Management, FINRA
Education
The Partnership
Fellows Program
YMCA Young Achievers Award
Ryerson University 1998 — 2002
B-Comm, Accounting & Finance
Tom Bebbington Tom Bebbington's John Hancock Financial Services Experience 2000 - 2001
Job Director, Office of Communication at Roman Catholic Diocese of Manchester
Industry Insurance
Experience
Roman Catholic Diocese of Manchester November 2013 - Present
Long Term Care Partners 2006 - November 2013
Long Term Care Partners 2003 - 2006
Black Hat Communications 2001 - 2003
John Hancock Financial Services 2000 - 2001
John Hancock Mutual Life Insurance Company 1999 - 2000
Skills
Media Relations, Corporate Social..., Public Affairs, Event Planning, Public Speaking, Email Marketing, Marketing, Event Management, Strategic Planning, Project Management, Public Relations, Research, Corporate Communications, Social Media Marketing, Community Development, Press Releases, Marketing Communications, Copywriting
Education
The University of Chicago 1997 — 1998
Master of Arts, Modern Irish Literature
Saint Anselm College 1990 — 1994
Bachelor of Arts--cum laude, English
Roman Catholic Diocese of Manchester November 2013 - Present
Long Term Care Partners 2006 - November 2013
Long Term Care Partners 2003 - 2006
Black Hat Communications 2001 - 2003
John Hancock Financial Services 2000 - 2001
John Hancock Mutual Life Insurance Company 1999 - 2000
Skills
Media Relations, Corporate Social..., Public Affairs, Event Planning, Public Speaking, Email Marketing, Marketing, Event Management, Strategic Planning, Project Management, Public Relations, Research, Corporate Communications, Social Media Marketing, Community Development, Press Releases, Marketing Communications, Copywriting
Education
The University of Chicago 1997 — 1998
Master of Arts, Modern Irish Literature
Saint Anselm College 1990 — 1994
Bachelor of Arts--cum laude, English
Renee Marceau Renee Marceau's John Hancock Financial Services Experience November 2014 - Present
Job IRM Reporting Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) April 2005 - 2014
Insight 2004 - 2005
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Lotus Notes, RFP, Analysis, Contract Negotiation, Microsoft Excel, Contract Management, Data Analysis, Business Process..., Procurement, Visio
Education
Salem State College
Bachelor's degree, Business Administration and Management, General
John Hancock Financial Services November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) April 2005 - 2014
Insight 2004 - 2005
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Lotus Notes, RFP, Analysis, Contract Negotiation, Microsoft Excel, Contract Management, Data Analysis, Business Process..., Procurement, Visio
Education
Salem State College
Bachelor's degree, Business Administration and Management, General
Donald Wolf Donald Wolf's John Hancock Financial Services Experience January 1986 - October 2000
Job Senior Director | Marketing & Sales
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Lumens Light + Living January 2010 - October 2011
Life Equity, LLC September 2007 - December 2009
Phoenix Investors LTD November 2004 - December 2009
MetLife Financial Services October 2000 - December 2005
John Hancock Financial Services January 1986 - October 2000
Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24
Education
Rockhurst University
BSBA, Finance & Economics
TIAA-CREF October 2011 - Present
Lumens Light + Living January 2010 - October 2011
Life Equity, LLC September 2007 - December 2009
Phoenix Investors LTD November 2004 - December 2009
MetLife Financial Services October 2000 - December 2005
John Hancock Financial Services January 1986 - October 2000
Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24
Education
Rockhurst University
BSBA, Finance & Economics
Jaime Waldecker Jaime Waldecker's John Hancock Financial Services Experience September 2014 - Present
Job Administrative Assistant at John Hancock Financial Services
Industry Marketing and Advertising
Experience
John Hancock Financial Services September 2014 - Present
Caffe Tosca July 2007 - Present
Newport Harbor Corporation September 2013 - December 2013
The Ryan Center at The University of Rhode Island September 2012 - December 2012
L. Knife & Son, Inc. May 2011 - September 2012
Aquidneck Pizzaria September 2011 - May 2012
Hingham Recreation Camp June 2010 - August 2010
Skills
Microsoft Technologies, Facebook, Social Media, Social Media Marketing, Social Networking, Customer Service, PowerPoint, Time Management, Marketing, Microsoft Excel, Teamwork, Microsoft Word, YouTube, Event Management
Education
Salve Regina University 2010 — 2014
Bachelor of Science, Marketing
Universidad Pablo de Olavide
International Business
Hingham High School 2007 — 2010
John Hancock Financial Services September 2014 - Present
Caffe Tosca July 2007 - Present
Newport Harbor Corporation September 2013 - December 2013
The Ryan Center at The University of Rhode Island September 2012 - December 2012
L. Knife & Son, Inc. May 2011 - September 2012
Aquidneck Pizzaria September 2011 - May 2012
Hingham Recreation Camp June 2010 - August 2010
Skills
Microsoft Technologies, Facebook, Social Media, Social Media Marketing, Social Networking, Customer Service, PowerPoint, Time Management, Marketing, Microsoft Excel, Teamwork, Microsoft Word, YouTube, Event Management
Education
Salve Regina University 2010 — 2014
Bachelor of Science, Marketing
Universidad Pablo de Olavide
International Business
Hingham High School 2007 — 2010
Alec Alvino Alec Alvino's John Hancock Financial Services Experience May 2014 - August 2014
Job at
Industry Accounting
Experience
Seton Hall University Tax InternPwCMay 2015 - Present
John Hancock Financial Services May 2014 - August 2014
Selective Insurance December 2013 - January 2014
John Hancock Financial Services May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Access, Research, Accounting, Time Management, Public Speaking, Team Leadership, Mathematics
Education
Seton Hall University 2012 — 2016
Accounting and Information Technology Management, Sophomore
High Point High School
Seton Hall University Tax InternPwCMay 2015 - Present
John Hancock Financial Services May 2014 - August 2014
Selective Insurance December 2013 - January 2014
John Hancock Financial Services May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Access, Research, Accounting, Time Management, Public Speaking, Team Leadership, Mathematics
Education
Seton Hall University 2012 — 2016
Accounting and Information Technology Management, Sophomore
High Point High School
Joe Aldo Joe Aldo's John Hancock Financial Services Experience July 1979 - August 1981
Job Agent Allstate Insurance Co
Industry Insurance
Experience
Aldo Insurance Agency LLC. - Allstate September 1981 - Present
Allstate September 1981 - Present
John Hancock Financial Services July 1979 - August 1981
Skills
Life Insurance, Umbrella Insurance, Property & Casualty..., Insurance, Liability, Casualty, Automotive, Homeowners, Condos, Renters, Landlords, Health Insurance
Education
Sacred Heart University 1974 — 1978
Associate of Arts (A.A.), Media Studies & Sociology
Shelton High School Shelton, CT 1969 — 1973
Sacred Heart University Fairfield, CT, Media Studies & Sociology
Aldo Insurance Agency LLC. - Allstate September 1981 - Present
Allstate September 1981 - Present
John Hancock Financial Services July 1979 - August 1981
Skills
Life Insurance, Umbrella Insurance, Property & Casualty..., Insurance, Liability, Casualty, Automotive, Homeowners, Condos, Renters, Landlords, Health Insurance
Education
Sacred Heart University 1974 — 1978
Associate of Arts (A.A.), Media Studies & Sociology
Shelton High School Shelton, CT 1969 — 1973
Sacred Heart University Fairfield, CT, Media Studies & Sociology
Donna Alexander Donna Alexander's John Hancock Financial Services Experience January 2013 - June 2014
Job SVP, Head of Consumer Accounting at Citizens Financial Group, Inc.
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - June 2014
John Hancock Financial Services November 2011 - January 2013
John Hancock Financial Services August 2008 - November 2011
John Hancock Financial Services June 2005 - July 2008
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
Fleet Financial Group 1997 - 1999
Fleet Financial Group 1995 - 1997
Fleet Financial Group 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Financial Services, Financial Modeling, Financial Reporting, Internal Controls, Accounting, Risk Management, Sarbanes-Oxley Act, Finance, Business Analysis, Insurance, IT Financial Management, Project Portfolio..., Cost Benefit Analysis, Vendor Management, Financial Risk, Cost Benefit, Financial Planning
Education
Siena College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
John Hancock Financial Services January 2013 - June 2014
John Hancock Financial Services November 2011 - January 2013
John Hancock Financial Services August 2008 - November 2011
John Hancock Financial Services June 2005 - July 2008
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
Fleet Financial Group 1997 - 1999
Fleet Financial Group 1995 - 1997
Fleet Financial Group 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Financial Services, Financial Modeling, Financial Reporting, Internal Controls, Accounting, Risk Management, Sarbanes-Oxley Act, Finance, Business Analysis, Insurance, IT Financial Management, Project Portfolio..., Cost Benefit Analysis, Vendor Management, Financial Risk, Cost Benefit, Financial Planning
Education
Siena College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Alison Hodge, CTDP Alison Hodge, CTDP's John Hancock Financial Services Experience January 2013 - Present
Job Director, Operations Learning and Communications at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Scotia Private Client Group, Scotiatrust June 2010 - December 2012
ScotiaMcLeod December 2006 - June 2010
Caicos Skyriders Ltd. January 2004 - December 2006
Royal Kruger Lodge November 2000 - December 2003
BMO Nesbitt Burns September 1998 - October 2000
Royal Trust Company January 1987 - September 1998
Skills
Instructional Design, Adult Education, Performance Management, Performance Consulting, Team Leadership, Client Relationship..., Training, Leadership Development, Wealth Management, Strategy, Employee Engagement, Succession Planning, CRM, Leadership, Relationship Management, Employee Training, Change Management, Coaching, Needs Analysis, Learning Management, Workshop Facilitation, Program Management, Management
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Adult Education and Staff Learning, Adult Education, High Honours
Kipling Collegiate
John Hancock Financial Services January 2013 - Present
Scotia Private Client Group, Scotiatrust June 2010 - December 2012
ScotiaMcLeod December 2006 - June 2010
Caicos Skyriders Ltd. January 2004 - December 2006
Royal Kruger Lodge November 2000 - December 2003
BMO Nesbitt Burns September 1998 - October 2000
Royal Trust Company January 1987 - September 1998
Skills
Instructional Design, Adult Education, Performance Management, Performance Consulting, Team Leadership, Client Relationship..., Training, Leadership Development, Wealth Management, Strategy, Employee Engagement, Succession Planning, CRM, Leadership, Relationship Management, Employee Training, Change Management, Coaching, Needs Analysis, Learning Management, Workshop Facilitation, Program Management, Management
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Adult Education and Staff Learning, Adult Education, High Honours
Kipling Collegiate
Kayla Biagioni-Smith's John Hancock Financial Services Experience October 2010 - Present
Job Sr. Legal Case Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - April 2010
John Hancock Financial Services December 2006 - June 2007
John Hancock Financial Services March 2006 - December 2006
Outback Steakhouse January 2001 - February 2006
Skills
Customer Service, Series 63, Financial Services, Business Analysis, Process Improvement, Insurance, Regulation 60, Powers of Attorney, Legal Documents, Conservatorships, Guardianship, Microsoft Office, Microsoft Excel, PowerPoint, Variable Annuities, Fixed Annuities
Education
University of Phoenix
Business Management
Salem State College 2001 — 2003
Psychology
John Hancock Financial Services October 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - April 2010
John Hancock Financial Services December 2006 - June 2007
John Hancock Financial Services March 2006 - December 2006
Outback Steakhouse January 2001 - February 2006
Skills
Customer Service, Series 63, Financial Services, Business Analysis, Process Improvement, Insurance, Regulation 60, Powers of Attorney, Legal Documents, Conservatorships, Guardianship, Microsoft Office, Microsoft Excel, PowerPoint, Variable Annuities, Fixed Annuities
Education
University of Phoenix
Business Management
Salem State College 2001 — 2003
Psychology
Moonhee Wood Moonhee Wood's John Hancock Financial Services Experience December 2014 - Present
Job Marketing Operations Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services December 2014 - Present
New York Life Investment August 2008 - Present
Mercer HR Services May 2005 - August 2008
Skills
Customer Service, Project Management, 401k, Creative Solutions, Organization, Office Administration, Office Initiatives, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, Diversity, Teaching, Marketing, Time Management, Training, Payroll, Benefits Administration, Employee Benefits, Fundraising, Retirement, Sales, Mutual Funds, Defined Benefit, Management, Budgets, Defined Contribution, Retirement Planning, Financial Services, Investments, Recruiting
Education
Roger Williams University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
John Hancock Financial Services December 2014 - Present
New York Life Investment August 2008 - Present
Mercer HR Services May 2005 - August 2008
Skills
Customer Service, Project Management, 401k, Creative Solutions, Organization, Office Administration, Office Initiatives, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, Diversity, Teaching, Marketing, Time Management, Training, Payroll, Benefits Administration, Employee Benefits, Fundraising, Retirement, Sales, Mutual Funds, Defined Benefit, Management, Budgets, Defined Contribution, Retirement Planning, Financial Services, Investments, Recruiting
Education
Roger Williams University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Julie MacDermid Julie MacDermid's John Hancock Financial Services Experience March 2013 - Present
Job Assistant Vice President at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services March 2013 - Present
John Hancock October 2004 - Present
Manulife Financial 2002 - 2004
Manulife Financial 2000 - 2002
Skills
Project Management, Vendor Management, Management, Strategic Planning, Requirements Gathering, Business Analysis, Program Management, Leadership, Strategy, Business Process, CRM, IT Strategy
Education
York University - Schulich School of Business 1999 — 2000
Masters Certificate in Project Management
Ryerson University 1985 — 1989
BA, Business
John Hancock Financial Services March 2013 - Present
John Hancock October 2004 - Present
Manulife Financial 2002 - 2004
Manulife Financial 2000 - 2002
Skills
Project Management, Vendor Management, Management, Strategic Planning, Requirements Gathering, Business Analysis, Program Management, Leadership, Strategy, Business Process, CRM, IT Strategy
Education
York University - Schulich School of Business 1999 — 2000
Masters Certificate in Project Management
Ryerson University 1985 — 1989
BA, Business
John Lofrumento John Lofrumento's John Hancock Financial Services Experience September 2004 - June 2005
Job Insurance Professional Specializing in Auto, Home & Life Insurance
Industry Insurance
Experience
The Lofrumento Agency, Inc. (Allstate Exclusive Agency) July 2005 - Present
John Hancock Financial Services September 2004 - June 2005
WVCR-FM March 2002 - May 2005
WVCR-FM September 2001 - May 2005
The Desmond Hotel and Conference Center Albany October 2003 - April 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, Term Life Insurance, Disability Insurance, General Insurance, Casualty, Claim, Commercial Lines, Fixed Annuities, Legal Liability, Small Business, Long-term Care, Liability, Long Term Care Insurance, Underwriting, Universal Life, Financial Services, Customer Service, Retirement, Renters, Health Insurance, Motorcycle, Commercial Insurance, Homeowners, Professional Liability, Long Term Care, Insurance Claims
Education
Siena College 2001 — 2005
BS, Marketing & Management
LaSalle Institute 1997 — 2001
Regents Diploma, NYS Regents Curriculum
The Lofrumento Agency, Inc. (Allstate Exclusive Agency) July 2005 - Present
John Hancock Financial Services September 2004 - June 2005
WVCR-FM March 2002 - May 2005
WVCR-FM September 2001 - May 2005
The Desmond Hotel and Conference Center Albany October 2003 - April 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, Term Life Insurance, Disability Insurance, General Insurance, Casualty, Claim, Commercial Lines, Fixed Annuities, Legal Liability, Small Business, Long-term Care, Liability, Long Term Care Insurance, Underwriting, Universal Life, Financial Services, Customer Service, Retirement, Renters, Health Insurance, Motorcycle, Commercial Insurance, Homeowners, Professional Liability, Long Term Care, Insurance Claims
Education
Siena College 2001 — 2005
BS, Marketing & Management
LaSalle Institute 1997 — 2001
Regents Diploma, NYS Regents Curriculum
Everett Fung Everett Fung's John Hancock Financial Services Experience August 2012 - March 2013
Job Operations Analyst at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management April 2015 - Present
Genentech April 2013 - February 2015
John Hancock Financial Services August 2012 - March 2013
Lash Group August 2010 - August 2012
Coveroo July 2010 - August 2010
UCSF March 2009 - June 2010
National Youth Leadership Council May 2009 - July 2009
UC Davis February 2007 - June 2008
Doctors Medical June 2000 - September 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Publisher, CRM Databases, Adobe Acrobat, Java, Mac & PC platforms, Mac/PC
Education
Saint Mary's College of California 2014 — 2015
Master's Degree, Finance and Financial Management Services, 4.0
UC Davis 2003 — 2009
B.S., Psychology, Biology
First Republic Private Wealth Management April 2015 - Present
Genentech April 2013 - February 2015
John Hancock Financial Services August 2012 - March 2013
Lash Group August 2010 - August 2012
Coveroo July 2010 - August 2010
UCSF March 2009 - June 2010
National Youth Leadership Council May 2009 - July 2009
UC Davis February 2007 - June 2008
Doctors Medical June 2000 - September 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Publisher, CRM Databases, Adobe Acrobat, Java, Mac & PC platforms, Mac/PC
Education
Saint Mary's College of California 2014 — 2015
Master's Degree, Finance and Financial Management Services, 4.0
UC Davis 2003 — 2009
B.S., Psychology, Biology
Aubrie Hanson's John Hancock Financial Services Experience July 2015 - Present
Job Graphic Designer at John Hancock Financial Services
Industry Retail
Experience
John Hancock Financial Services July 2015 - Present
Collette February 2014 - Present
Collette March 2013 - Present
Edible Arrangements June 2008 - Present
Cue Ball Capital May 2013 - May 2013
Victoria's Secret April 2012 - February 2013
The Melting Pot September 2011 - April 2012
Skills
Adobe Photoshop, InDesign, Illustrator, Keynote, Microsoft Office Suite, Illustration, Sketching, Digital Sketching, Book Design, Branding, Color Theory, Drawing, Poster Design, Pamphlet Design, Typography, Microsoft Office, Posters, Layout, Graphics, Graphic Design, Painting
Education
Rhode Island School of Design 2011 — 2014
Bachelor of Arts (BA), Graphic Design
Rhode Island School of Design 2011 — 2013
BFA, Graphic Design
Salve Regina University 2009 — 2011
Business Minor, Business Minor
John Hancock Financial Services July 2015 - Present
Collette February 2014 - Present
Collette March 2013 - Present
Edible Arrangements June 2008 - Present
Cue Ball Capital May 2013 - May 2013
Victoria's Secret April 2012 - February 2013
The Melting Pot September 2011 - April 2012
Skills
Adobe Photoshop, InDesign, Illustrator, Keynote, Microsoft Office Suite, Illustration, Sketching, Digital Sketching, Book Design, Branding, Color Theory, Drawing, Poster Design, Pamphlet Design, Typography, Microsoft Office, Posters, Layout, Graphics, Graphic Design, Painting
Education
Rhode Island School of Design 2011 — 2014
Bachelor of Arts (BA), Graphic Design
Rhode Island School of Design 2011 — 2013
BFA, Graphic Design
Salve Regina University 2009 — 2011
Business Minor, Business Minor
Gil Lahlum Gil Lahlum's John Hancock Financial Services Experience March 2007 - October 2010
Job Business Analyst
Industry Information Technology and Services
Experience
Veritude August 2014 - Present
University of Phoenix November 2008 - Present
Collette Vacations January 2012 - August 2014
Gardner Resources Consulting, LLC December 2011 - January 2012
ProTom International December 2010 - December 2011
John Hancock Financial Services March 2007 - October 2010
Fidelity Investments August 2006 - March 2007
John Hancock Financial Services June 1996 - August 2006
T.J. MAXX May 1995 - June 1996
SAFECO Life Insurance May 1994 - May 1995
Skills
Project Management, SDLC, Business Analysis, PMP, Process Improvement, Risk Management, Consulting, Vendor Management, MS Project, Requirements Gathering, IT Strategy, Software Documentation, Team Leadership, Training, Requirements Analysis, Business Process..., Business Requirements, Integration, Management, Quality Assurance, Testing, Cross-functional Team..., User Acceptance Testing, PMO, Start-ups, Customer Service, Leadership, Databases, SharePoint, Strategy, CRM, Program Management, Project Portfolio..., Budgets, Project Planning, Change Management, Negotiation, Software Project..., Analysis, Enterprise Software, Visio, Business Intelligence, Outsourcing, IT Management, Resource Management, Data Analysis, Business Process, Team Building
Education
University of Phoenix 2004 — 2006
MBA
San Jose State University 1978 — 1981
BA
Veritude August 2014 - Present
University of Phoenix November 2008 - Present
Collette Vacations January 2012 - August 2014
Gardner Resources Consulting, LLC December 2011 - January 2012
ProTom International December 2010 - December 2011
John Hancock Financial Services March 2007 - October 2010
Fidelity Investments August 2006 - March 2007
John Hancock Financial Services June 1996 - August 2006
T.J. MAXX May 1995 - June 1996
SAFECO Life Insurance May 1994 - May 1995
Skills
Project Management, SDLC, Business Analysis, PMP, Process Improvement, Risk Management, Consulting, Vendor Management, MS Project, Requirements Gathering, IT Strategy, Software Documentation, Team Leadership, Training, Requirements Analysis, Business Process..., Business Requirements, Integration, Management, Quality Assurance, Testing, Cross-functional Team..., User Acceptance Testing, PMO, Start-ups, Customer Service, Leadership, Databases, SharePoint, Strategy, CRM, Program Management, Project Portfolio..., Budgets, Project Planning, Change Management, Negotiation, Software Project..., Analysis, Enterprise Software, Visio, Business Intelligence, Outsourcing, IT Management, Resource Management, Data Analysis, Business Process, Team Building
Education
University of Phoenix 2004 — 2006
MBA
San Jose State University 1978 — 1981
BA
Stephen Ballas's John Hancock Financial Services Experience January 2007 - January 2011
Job Owner at The Ballas Group | Real Estate Development & Investments
Industry Real Estate
Experience
The Ballas Group January 2014 - Present
Bay State Home Group Real Estate Development January 2011 - January 2014
John Hancock Financial Services January 2007 - January 2011
Skills
Real Estate Development, Real Estate Investor, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Investment Properties, Investments, Sellers, Condos, Single Family Homes, Investors, Short Sales, First Time Home Buyers, Sales, Real Estate
Education
Siena College 2002 — 2006
Bachelor of Science (B.S.)
The Ballas Group January 2014 - Present
Bay State Home Group Real Estate Development January 2011 - January 2014
John Hancock Financial Services January 2007 - January 2011
Skills
Real Estate Development, Real Estate Investor, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Investment Properties, Investments, Sellers, Condos, Single Family Homes, Investors, Short Sales, First Time Home Buyers, Sales, Real Estate
Education
Siena College 2002 — 2006
Bachelor of Science (B.S.)
Aubrey Gray Aubrey Gray's John Hancock Financial Services Experience August 2014 - Present
Job Marketing Product Manager at John Hancock Insurance
Industry Financial Services
Experience
John Hancock Financial Services August 2014 - Present
John Hancock Financial Services November 2011 - August 2014
John Hancock Financial Services November 2008 - November 2011
Tiger Investment Services 2007 - 2008
Skills
Product Management, Financial Services, Life Insurance, Marketing, Series 6, Product Marketing, Insurance, Call Centers, Sales, Employee Benefits, Product Development, Fund Of Funds, Mutual Funds
Education
St. Joseph's College (ME) 2004 — 2008
Mathematics
John Hancock Financial Services August 2014 - Present
John Hancock Financial Services November 2011 - August 2014
John Hancock Financial Services November 2008 - November 2011
Tiger Investment Services 2007 - 2008
Skills
Product Management, Financial Services, Life Insurance, Marketing, Series 6, Product Marketing, Insurance, Call Centers, Sales, Employee Benefits, Product Development, Fund Of Funds, Mutual Funds
Education
St. Joseph's College (ME) 2004 — 2008
Mathematics
Jeff Keizer Jeff Keizer's John Hancock Financial Services Experience May 2003 - September 2010
Job Owner at Keizer Consulting Group
Industry Information Technology and Services
Experience
Keizer Consulting Group April 2015 - Present
CPT Global April 2011 - April 2015
Manulife Securities September 2010 - April 2011
John Hancock Financial Services May 2003 - September 2010
Castek Inc September 2000 - November 2002
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, PMO, DB2, IT Management, Mainframe, Requirements Analysis, SQL
Education
Saint Mary's University 1996 — 2001
BComm, Computing and Information Systems
Keizer Consulting Group April 2015 - Present
CPT Global April 2011 - April 2015
Manulife Securities September 2010 - April 2011
John Hancock Financial Services May 2003 - September 2010
Castek Inc September 2000 - November 2002
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, PMO, DB2, IT Management, Mainframe, Requirements Analysis, SQL
Education
Saint Mary's University 1996 — 2001
BComm, Computing and Information Systems
Lauren Lenart Lauren Lenart's John Hancock Financial Services Experience June 2006 - August 2006
Job Art Director at FCB Global
Industry Marketing and Advertising
Experience
FCB Global March 2014 - Present
Arc Worldwide June 2011 - March 2014
On Campus Agency January 2011 - April 2011
Slingshot June 2010 - August 2010
Savannah College of Art and Design 2008 - 2010
Savannah College of Art and Design 2008 - 2009
Tyco International June 2008 - August 2008
John Hancock Financial Services June 2006 - August 2006
Skills
Advertising, Art Direction, Brochures, Packaging, Art, Film, Adobe Creative Suite, InDesign, Illustrator, Graphic Design, Typography, Logo Design, Web Design, Copywriting, Nonprofits, Photoshop, Photography, Program Management, Concept Development
Education
Savannah College of Art and Design 2007 — 2011
Bachelor of Fine Art, Advertising and Graphic Design
Oakmont Regional High School 2004 — 2007
FCB Global March 2014 - Present
Arc Worldwide June 2011 - March 2014
On Campus Agency January 2011 - April 2011
Slingshot June 2010 - August 2010
Savannah College of Art and Design 2008 - 2010
Savannah College of Art and Design 2008 - 2009
Tyco International June 2008 - August 2008
John Hancock Financial Services June 2006 - August 2006
Skills
Advertising, Art Direction, Brochures, Packaging, Art, Film, Adobe Creative Suite, InDesign, Illustrator, Graphic Design, Typography, Logo Design, Web Design, Copywriting, Nonprofits, Photoshop, Photography, Program Management, Concept Development
Education
Savannah College of Art and Design 2007 — 2011
Bachelor of Fine Art, Advertising and Graphic Design
Oakmont Regional High School 2004 — 2007
Christopher Rand, CFP® Christopher Rand, CFP®'s John Hancock Financial Services Experience November 1996 - February 2001
Job Partner and Personal CFO
Industry Financial Services
Experience
Fides Wealth Strategies Group LLC November 2014 - Present
New England Financial, A MetLife Company November 2010 - November 2014
MetLife December 2001 - November 2010
Horner Townsend & Kent February 2001 - November 2001
John Hancock Financial Services November 1996 - February 2001
Education
The American College 2005 — 2006
Master of Science in Financial Services, Financial Services
San Diego State University-California State University 1993 — 1996
Bachelor of Science, Business Finance
Fides Wealth Strategies Group LLC November 2014 - Present
New England Financial, A MetLife Company November 2010 - November 2014
MetLife December 2001 - November 2010
Horner Townsend & Kent February 2001 - November 2001
John Hancock Financial Services November 1996 - February 2001
Education
The American College 2005 — 2006
Master of Science in Financial Services, Financial Services
San Diego State University-California State University 1993 — 1996
Bachelor of Science, Business Finance
Zach Flechtner Zach Flechtner's John Hancock Financial Services Experience April 2005 - March 2007
Job National Account Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2011 - Present
John Hancock Investments March 2007 - February 2011
John Hancock Financial Services April 2005 - March 2007
John Hancock Financial Services October 2000 - April 2005
John Hancock Financial Services August 1998 - October 2000
John Hancock Financial Services October 1997 - August 1998
John Hancock Financial Services October 1996 - October 1997
Skills
Account Management, Series 63, Mutual Funds, Investments, Relationship Management, Process Improvement, Marketing Strategy, Retirement Planning, Sales Management, Series 7, 401k, Series 65, Sales Process, Finance, Series 6, Sales Presentations, Leadership, Fixed Annuities, Financial Services, Cold Calling, Customer Service, Retirement, New Business Development, Insurance, Marketing, Alternative Investments, Separately Managed..., Selling, Strategic Planning, Management, Asset Management, Business Analysis
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (BA), Sociology
John Hancock Investments February 2011 - Present
John Hancock Investments March 2007 - February 2011
John Hancock Financial Services April 2005 - March 2007
John Hancock Financial Services October 2000 - April 2005
John Hancock Financial Services August 1998 - October 2000
John Hancock Financial Services October 1997 - August 1998
John Hancock Financial Services October 1996 - October 1997
Skills
Account Management, Series 63, Mutual Funds, Investments, Relationship Management, Process Improvement, Marketing Strategy, Retirement Planning, Sales Management, Series 7, 401k, Series 65, Sales Process, Finance, Series 6, Sales Presentations, Leadership, Fixed Annuities, Financial Services, Cold Calling, Customer Service, Retirement, New Business Development, Insurance, Marketing, Alternative Investments, Separately Managed..., Selling, Strategic Planning, Management, Asset Management, Business Analysis
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (BA), Sociology
Susanne Meier Iverson Susanne Meier Iverson's John Hancock Financial Services Experience June 2001 - August 2002
Job
Industry Marketing and Advertising
Experience
N-A March 2013 - Present
BridgePoint at Los Altos May 2012 - March 2013
Kisco Senior Living January 2011 - May 2012
Sunrise Senior Living June 2010 - February 2011
Kisco Senior Living August 2008 - April 2010
BridgePoint at Los Altos August 2003 - August 2008
oneBPO September 2002 - July 2003
John Hancock Financial Services June 2001 - August 2002
Skills
Troubleshooting, Teaching Experience, Creative Problem Solving, Market Planning, Competitive Analysis, Marketing Research, Healthcare, Elder Care, Long-term Care, Marketing Strategy, Event Planning, Marketing, Sales Management
Education
Washington State University 1996 — 2001
PhD
Santa Clara University 1991 — 1995
BS
N-A March 2013 - Present
BridgePoint at Los Altos May 2012 - March 2013
Kisco Senior Living January 2011 - May 2012
Sunrise Senior Living June 2010 - February 2011
Kisco Senior Living August 2008 - April 2010
BridgePoint at Los Altos August 2003 - August 2008
oneBPO September 2002 - July 2003
John Hancock Financial Services June 2001 - August 2002
Skills
Troubleshooting, Teaching Experience, Creative Problem Solving, Market Planning, Competitive Analysis, Marketing Research, Healthcare, Elder Care, Long-term Care, Marketing Strategy, Event Planning, Marketing, Sales Management
Education
Washington State University 1996 — 2001
PhD
Santa Clara University 1991 — 1995
BS
Andrea Dodge's John Hancock Financial Services Experience January 1995 - April 1999
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage October 2011 - Present
ZipRealty October 2010 - September 2011
New York Life Insurance Company July 2009 - June 2010
Unlimited Removal Demolition, Inc. April 1999 - March 2008
John Hancock Financial Services January 1995 - April 1999
Massachusetts Department of Revenue January 1988 - April 1991
Internal Revenue Service January 1987 - January 1988
Skills
Notary Public, Real Estate License, First Time Home Buyers, Mutual Funds, Investment Properties, Short Sales, REO, Foreclosures, Condos, Real Estate Transactions, Buyer Representation, Sellers, Relocation, Single Family Homes, Referrals, New Home Sales, Investors, Listings, Rentals, Buyers
Education
Salem State University 2006 — 2007
Certificate, Paralegal
Salem State University 1984 — 1987
B.S., Biology, Chemistry
Coldwell Banker Residential Brokerage October 2011 - Present
ZipRealty October 2010 - September 2011
New York Life Insurance Company July 2009 - June 2010
Unlimited Removal Demolition, Inc. April 1999 - March 2008
John Hancock Financial Services January 1995 - April 1999
Massachusetts Department of Revenue January 1988 - April 1991
Internal Revenue Service January 1987 - January 1988
Skills
Notary Public, Real Estate License, First Time Home Buyers, Mutual Funds, Investment Properties, Short Sales, REO, Foreclosures, Condos, Real Estate Transactions, Buyer Representation, Sellers, Relocation, Single Family Homes, Referrals, New Home Sales, Investors, Listings, Rentals, Buyers
Education
Salem State University 2006 — 2007
Certificate, Paralegal
Salem State University 1984 — 1987
B.S., Biology, Chemistry
Curt Morrison Curt Morrison's John Hancock Financial Services Experience April 2004 - January 2013
Job Retired corporate attorney
Industry Financial Services
Experience
John Hancock Financial Services April 2004 - January 2013
Manulife Financial July 1997 - April 2004
Prudential Financial April 1976 - July 1997
State of New Jersey September 1974 - April 1976
Skills
Privacy/Data Protection..., Life Insurance..., FINRA/SEC..., Employment Law, HIPAA Laws and..., Civil Rights Law,..., US Constitutional Law, Civil Litigation, Administrative Law, People/Project..., Litigation Management, Management, Securities, Insurance, Privacy Law, Financial Services, Arbitration, Risk Management
Education
Rutgers University School of Law - Newark
Juris Doctor (J.D.)
Rutgers University-New Brunswick
Bachelor's Degree, History and Political Science
John Hancock Financial Services April 2004 - January 2013
Manulife Financial July 1997 - April 2004
Prudential Financial April 1976 - July 1997
State of New Jersey September 1974 - April 1976
Skills
Privacy/Data Protection..., Life Insurance..., FINRA/SEC..., Employment Law, HIPAA Laws and..., Civil Rights Law,..., US Constitutional Law, Civil Litigation, Administrative Law, People/Project..., Litigation Management, Management, Securities, Insurance, Privacy Law, Financial Services, Arbitration, Risk Management
Education
Rutgers University School of Law - Newark
Juris Doctor (J.D.)
Rutgers University-New Brunswick
Bachelor's Degree, History and Political Science
Brad Harden Brad Harden's John Hancock Financial Services Experience March 2012 - January 2014
Job Portfolio Analyst at Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs February 2014 - Present
John Hancock Financial Services March 2012 - January 2014
State Street Bank November 2010 - March 2012
Skills
Fixed Income, Financial Services, Finance, Derivatives, Investments, Mutual Funds, Equities, Financial Advisory
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
Goldman Sachs February 2014 - Present
John Hancock Financial Services March 2012 - January 2014
State Street Bank November 2010 - March 2012
Skills
Fixed Income, Financial Services, Finance, Derivatives, Investments, Mutual Funds, Equities, Financial Advisory
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
Peter J. Mongeau Peter J. Mongeau's John Hancock Financial Services Experience 2010 - 2013
Job HR & Benefits Strategist. Trusted Advisor.
Industry Human Resources
Experience
John Hancock Financial Services 2010 - 2013
John Hancock Financial Services 2004 - 2013
John Hancock Financial Services 1993 - 2004
John Hancock Financial Services 1986 - 1993
Blue Cross Blue Shield of Massachusetts 1981 - 1986
Skills
Strategic HR, Trusted Business Partner, Total Rewards, Strategic Partnerships, Creative Problem Solving, Strategy Execution, Team Leadership, Talent Developer, Community Engagement, Employee Wellness, Strategic Communications, Messaging
Education
Salem State University 1977 — 1981
Bachelor of Science (BS) (magna cum laude), Political Science and Government
John Hancock Financial Services 2010 - 2013
John Hancock Financial Services 2004 - 2013
John Hancock Financial Services 1993 - 2004
John Hancock Financial Services 1986 - 1993
Blue Cross Blue Shield of Massachusetts 1981 - 1986
Skills
Strategic HR, Trusted Business Partner, Total Rewards, Strategic Partnerships, Creative Problem Solving, Strategy Execution, Team Leadership, Talent Developer, Community Engagement, Employee Wellness, Strategic Communications, Messaging
Education
Salem State University 1977 — 1981
Bachelor of Science (BS) (magna cum laude), Political Science and Government
Michael Storer Michael Storer's John Hancock Financial Services Experience October 1999 - August 2000
Job Senior Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners, LLC July 2007 - Present
New York Life Investment Management / Mainstay Investments August 2003 - June 2007
Merrill Lynch Investment Managers August 2000 - August 2003
John Hancock Financial Services October 1999 - August 2000
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Fixed Annuities, Wealth Management, Investment Strategies, Asset Management, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Services, 401k, Investment Management, ETFs
Education
Salem State College 1981 — 1986
BS, Business Administration
Northfield Mount Hermon School 1979 — 1980
College Preparatory, Liberal Arts and Sciences, General Studies and Humanities
Archbishop Williams High School 1975 — 1979
Symmetry Partners, LLC July 2007 - Present
New York Life Investment Management / Mainstay Investments August 2003 - June 2007
Merrill Lynch Investment Managers August 2000 - August 2003
John Hancock Financial Services October 1999 - August 2000
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Fixed Annuities, Wealth Management, Investment Strategies, Asset Management, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Services, 401k, Investment Management, ETFs
Education
Salem State College 1981 — 1986
BS, Business Administration
Northfield Mount Hermon School 1979 — 1980
College Preparatory, Liberal Arts and Sciences, General Studies and Humanities
Archbishop Williams High School 1975 — 1979
Jasmine Shu Jasmine Shu's John Hancock Financial Services Experience June 1997 - March 1999
Job Talent Acquisition at Gilead Sciences
Industry Staffing and Recruiting
Experience
Gilead Sciences April 2015 - Present
On Assignment Lab Support May 2004 - April 2015
Medialive International (formerly Key3media), Inc June 2003 - May 2004
On Assignment Lab Support July 2002 - June 2003
Legato System, Inc December 2000 - August 2001
MINDFINDERS March 1999 - December 2000
JOHN HANCOCK FINANCIAL SERVICES June 1997 - March 1999
Skills
Staffing Services, Interviews, Human Resources, Sourcing, Talent Acquisition, Temporary Staffing, Temporary Placement, Lifesciences, Recruiting, Technical Recruiting, Screening, Internet Recruiting, Applicant Tracking..., Biotechnology, College Recruiting, Life Sciences
Education
San Francisco State University
BS, Marketing
San Francisco State University
BS, Marketing
Gilead Sciences April 2015 - Present
On Assignment Lab Support May 2004 - April 2015
Medialive International (formerly Key3media), Inc June 2003 - May 2004
On Assignment Lab Support July 2002 - June 2003
Legato System, Inc December 2000 - August 2001
MINDFINDERS March 1999 - December 2000
JOHN HANCOCK FINANCIAL SERVICES June 1997 - March 1999
Skills
Staffing Services, Interviews, Human Resources, Sourcing, Talent Acquisition, Temporary Staffing, Temporary Placement, Lifesciences, Recruiting, Technical Recruiting, Screening, Internet Recruiting, Applicant Tracking..., Biotechnology, College Recruiting, Life Sciences
Education
San Francisco State University
BS, Marketing
San Francisco State University
BS, Marketing
Michael Jaillet Michael Jaillet's John Hancock Financial Services Experience February 1996 - April 1998
Job President at MJ's ARMY
Industry Computer Hardware
Experience
MJ's ARMY January 2012 - Present
Dell, Inc. December 2010 - Present
Dell, Inc. June 2005 - April 2008
Global Outsourced Partner Management (Contact Center) November 2003 - June 2005
Dell International Services (Contact Center) January 2003 - October 2003
Dell, Inc. April 1998 - December 2001
John Hancock Financial Services February 1996 - April 1998
Fleet Bank January 1995 - January 1996
Allmerica Financial January 1994 - January 1995
Bank Boston January 1991 - January 1994
Education
Saint Anselm College 1987 — 1991
Bachelor of Arts
MJ's ARMY January 2012 - Present
Dell, Inc. December 2010 - Present
Dell, Inc. June 2005 - April 2008
Global Outsourced Partner Management (Contact Center) November 2003 - June 2005
Dell International Services (Contact Center) January 2003 - October 2003
Dell, Inc. April 1998 - December 2001
John Hancock Financial Services February 1996 - April 1998
Fleet Bank January 1995 - January 1996
Allmerica Financial January 1994 - January 1995
Bank Boston January 1991 - January 1994
Education
Saint Anselm College 1987 — 1991
Bachelor of Arts
Jamie R. Doyle Jamie R. Doyle's John Hancock Financial Services Experience May 2007 - November 2011
Job Brokerage Cashier at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2013 - Present
Jamie R. Doyle Photography September 2008 - Present
John Hancock Financial Services May 2007 - November 2011
John Hancock Financial Services January 2006 - April 2007
Travelers Insurance - The Premier Insurance of Massachusetts October 2004 - November 2005
Sovereign Bank July 2003 - September 2004
Brooks Eckerd Pharmacy October 1999 - April 2004
Skills
Customer Service, Digital Photography, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales, Social Media, Lightroom, Photoshop, Mac OS, Windows, AWD, Wedding Photography, Photography
Education
Boston University's Center for Digital Imaging Arts 2008 — 2010
Certificate, Professional Digital Photography
University of Massachusetts Boston 2001 — 2003
Undeclared, Liberal Arts and Sciences/Liberal Studies
Roger Williams University 2000 — 2001
Undeclared, Liberal Arts and Sciences/Liberal Studies
Commonwealth Financial Network June 2013 - Present
Jamie R. Doyle Photography September 2008 - Present
John Hancock Financial Services May 2007 - November 2011
John Hancock Financial Services January 2006 - April 2007
Travelers Insurance - The Premier Insurance of Massachusetts October 2004 - November 2005
Sovereign Bank July 2003 - September 2004
Brooks Eckerd Pharmacy October 1999 - April 2004
Skills
Customer Service, Digital Photography, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales, Social Media, Lightroom, Photoshop, Mac OS, Windows, AWD, Wedding Photography, Photography
Education
Boston University's Center for Digital Imaging Arts 2008 — 2010
Certificate, Professional Digital Photography
University of Massachusetts Boston 2001 — 2003
Undeclared, Liberal Arts and Sciences/Liberal Studies
Roger Williams University 2000 — 2001
Undeclared, Liberal Arts and Sciences/Liberal Studies
George Del Pozzo George Del Pozzo's John Hancock Financial Services Experience February 2007 - February 2012
Job Associate at Kohl's Department Stores
Industry Financial Services
Experience
Kohl's Department Stores November 2012 - Present
John Hancock Financial Services February 2007 - February 2012
Education
San Diego State University-California State University 1975 — 1979
Kohl's Department Stores November 2012 - Present
John Hancock Financial Services February 2007 - February 2012
Education
San Diego State University-California State University 1975 — 1979
Ignacio Julian Baez Ignacio Julian Baez's John Hancock Financial Services Experience January 2010 - February 2012
Job SaaS Project Manager PMP
Industry Computer Software
Experience
Oracle March 2012 - Present
John Hancock Financial Services January 2010 - February 2012
John Hancock Financial Services January 2005 - December 2009
Skills
Requirements Analysis, Business Analysis, PMP, Project Management, SaaS, Cloud Applications, Human Capital Management, Customer Satisfaction
Education
Ryerson University 2010 — 2011
Java EE Solution Developer, IT
University of Buenos Aires 1999 — 2004
B.Sc. Degree in Information Systems, Management Information Systems, General
Oracle March 2012 - Present
John Hancock Financial Services January 2010 - February 2012
John Hancock Financial Services January 2005 - December 2009
Skills
Requirements Analysis, Business Analysis, PMP, Project Management, SaaS, Cloud Applications, Human Capital Management, Customer Satisfaction
Education
Ryerson University 2010 — 2011
Java EE Solution Developer, IT
University of Buenos Aires 1999 — 2004
B.Sc. Degree in Information Systems, Management Information Systems, General
Kiley Matarazzo Kiley Matarazzo's John Hancock Financial Services Experience July 2014 - October 2014
Job Staffing Manager at OfficeTeam, Robert Half
Industry Staffing and Recruiting
Experience
OfficeTeam at Robert Half October 2014 - Present
John Hancock Financial Services July 2014 - October 2014
Caron Law Office July 2011 - July 2014
Star Tans October 2009 - May 2014
Skills
Management, Sales, Leadership, Hiring, Screening Resumes, Training, Customer Service, Organization Skills, Time Management, Confidentiality, Legal Research, LexisNexis, Social Media, Executive Support, Legal Documents, Microsoft Office, Lotus Notes, Research, Client Billing, Travel Arrangements
Education
Roger Williams University 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice
OfficeTeam at Robert Half October 2014 - Present
John Hancock Financial Services July 2014 - October 2014
Caron Law Office July 2011 - July 2014
Star Tans October 2009 - May 2014
Skills
Management, Sales, Leadership, Hiring, Screening Resumes, Training, Customer Service, Organization Skills, Time Management, Confidentiality, Legal Research, LexisNexis, Social Media, Executive Support, Legal Documents, Microsoft Office, Lotus Notes, Research, Client Billing, Travel Arrangements
Education
Roger Williams University 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice
Aaron D'Amico's John Hancock Financial Services Experience January 1988 - January 2000
Job Director of Internet Marketing and Internet Sales Manager at Sutherlin Nissan Vero Beach
Industry Automotive
Experience
Sutherlin Nissan Vero Beach June 2015 - Present
Sutherlin Nissan of Orlando October 2014 - Present
Sutherlin Nissan of Orlando 2013 - Present
Gibson Truck World December 2012 - May 2013
Bob Dance Hyundai December 2010 - November 2012
Plattners Winter Park Superstore/Winter Park Dodge January 2009 - May 2011
Mid-West Properties January 2001 - January 2008
John Hancock Financial Services January 1988 - January 2000
Daytona Beach Community College January 1988 - January 1990
New Smyrna Beach Middle School January 1987 - January 1988
Skills
Insurance, Automotive, Sales Management, Team Building, Sales, New Business Development, Process Improvement, Budgets, Strategic Planning, Business Strategy, Account Management, Strategic Financial..., Vehicles, Customer Service, Customer Satisfaction, Negotiation, Inventory Management, Profit, Reynolds, Dealer Management, Customer Retention, CRM, Selling, Marketing, Training, E-commerce, Sales Process, Automobile, Pricing, Recruiting, Automotive Aftermarket, B2B
Education
University of Florida 1983 — 1986
BA, Education
Santa Fe Community College 1982 — 1983
AA Degree, Data Processing
Sutherlin Nissan Vero Beach June 2015 - Present
Sutherlin Nissan of Orlando October 2014 - Present
Sutherlin Nissan of Orlando 2013 - Present
Gibson Truck World December 2012 - May 2013
Bob Dance Hyundai December 2010 - November 2012
Plattners Winter Park Superstore/Winter Park Dodge January 2009 - May 2011
Mid-West Properties January 2001 - January 2008
John Hancock Financial Services January 1988 - January 2000
Daytona Beach Community College January 1988 - January 1990
New Smyrna Beach Middle School January 1987 - January 1988
Skills
Insurance, Automotive, Sales Management, Team Building, Sales, New Business Development, Process Improvement, Budgets, Strategic Planning, Business Strategy, Account Management, Strategic Financial..., Vehicles, Customer Service, Customer Satisfaction, Negotiation, Inventory Management, Profit, Reynolds, Dealer Management, Customer Retention, CRM, Selling, Marketing, Training, E-commerce, Sales Process, Automobile, Pricing, Recruiting, Automotive Aftermarket, B2B
Education
University of Florida 1983 — 1986
BA, Education
Santa Fe Community College 1982 — 1983
AA Degree, Data Processing
Smith Galiotte's John Hancock Financial Services Experience October 2007 - February 2009
Job Desktop Support Specialist at Produban
Industry Information Technology and Services
Experience
Produban March 2015 - Present
State Street January 2015 - March 2015
Novartis Vaccines and Diagnostics March 2014 - October 2014
Vertex Pharmaceuticals January 2014 - March 2014
Biogen Idec November 2012 - November 2013
Goodwin Procter LLP June 2012 - July 2012
AIG January 2012 - February 2012
JPMorgan Chase August 2011 - February 2012
JPMorgan Chase 2010 - 2012
John Hancock Financial Services October 2007 - February 2009
Skills
CompTIA A+ Certification, Windows 7, SCCM, Configuration..., Cisco Call Manager, Active Directory, VPN, Technical Support, Servers, Networking, Disaster Recovery, Laptops, Software Installation, Lync 2013, Office 2010,..., Norton Ghost, Antivirus, Access, Printers, Hardware, Workstations, Help Desk Support, Symantec Backup, Microsoft Office, Customer Oriented, Windows Vista, Computer Hardware, Troubleshooting, Windows Server, Software Documentation, HP, VMware, Lotus Notes, Outlook, Data Center, System Administration, DHCP, Computer Repair, Network Administration, Windows XP Pro, Windows, Citrix, System Deployment, Visio, Microsoft Office..., Symantec Ghost, 32, 11, Dell, HP & Lenovo..., Symantec Endpoint..., Sientific software, Cisco VoIP, SCCM, Security and Encryption
Education
Roxbury Community College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Roxbury Community College 2010 — 2012
Associate of Arts (A.A.), Registered Nursing/Registered Nurse, 3.5
Computer-Ed Institute 2002 — 2002
Associate's degree, Computer Support Specialist, 83.7
Produban March 2015 - Present
State Street January 2015 - March 2015
Novartis Vaccines and Diagnostics March 2014 - October 2014
Vertex Pharmaceuticals January 2014 - March 2014
Biogen Idec November 2012 - November 2013
Goodwin Procter LLP June 2012 - July 2012
AIG January 2012 - February 2012
JPMorgan Chase August 2011 - February 2012
JPMorgan Chase 2010 - 2012
John Hancock Financial Services October 2007 - February 2009
Skills
CompTIA A+ Certification, Windows 7, SCCM, Configuration..., Cisco Call Manager, Active Directory, VPN, Technical Support, Servers, Networking, Disaster Recovery, Laptops, Software Installation, Lync 2013, Office 2010,..., Norton Ghost, Antivirus, Access, Printers, Hardware, Workstations, Help Desk Support, Symantec Backup, Microsoft Office, Customer Oriented, Windows Vista, Computer Hardware, Troubleshooting, Windows Server, Software Documentation, HP, VMware, Lotus Notes, Outlook, Data Center, System Administration, DHCP, Computer Repair, Network Administration, Windows XP Pro, Windows, Citrix, System Deployment, Visio, Microsoft Office..., Symantec Ghost, 32, 11, Dell, HP & Lenovo..., Symantec Endpoint..., Sientific software, Cisco VoIP, SCCM, Security and Encryption
Education
Roxbury Community College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Roxbury Community College 2010 — 2012
Associate of Arts (A.A.), Registered Nursing/Registered Nurse, 3.5
Computer-Ed Institute 2002 — 2002
Associate's degree, Computer Support Specialist, 83.7
Julie Kirby Julie Kirby's John Hancock Financial Services Experience July 2013 - Present
Job Director, Shared Services at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
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
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
Donald Magnuson's John Hancock Financial Services Experience January 2008 - December 2010
Job Founder/CEO at Owlbox Applied Technologies
Industry Mechanical or Industrial Engineering
Experience
Owlbox Applied Technologies January 2014 - Present
4 Star Electronics May 2010 - April 2014
John Hancock Financial Services January 2008 - December 2010
Elite Financial Group January 2003 - December 2008
Lake Forest Financial 2000 - 2003
Skills
Sales, Product Road Mapping, Business Planning, Sales Channel..., Strategic Marketing, Marketing Communications, Leadership, Public Speaking, Product Management, Sales Presentations, Team Leadership, Vendor Partnerships, Team Management, Account Management, Electronics, Budgeting, Forecasting, Reporting, Semiconductors, Product Development, Product Marketing, Supply Chain Management, Sales Management, Key Account Management, Purchasing, Manufacturing, Cross-functional Team..., International Sales
Education
Vanguard University of Southern California
Bachelor of Arts (BA), Religion/Religious Studies
Saddleback College 2000 — 2001
Associate's Degree, Journalism
Owlbox Applied Technologies January 2014 - Present
4 Star Electronics May 2010 - April 2014
John Hancock Financial Services January 2008 - December 2010
Elite Financial Group January 2003 - December 2008
Lake Forest Financial 2000 - 2003
Skills
Sales, Product Road Mapping, Business Planning, Sales Channel..., Strategic Marketing, Marketing Communications, Leadership, Public Speaking, Product Management, Sales Presentations, Team Leadership, Vendor Partnerships, Team Management, Account Management, Electronics, Budgeting, Forecasting, Reporting, Semiconductors, Product Development, Product Marketing, Supply Chain Management, Sales Management, Key Account Management, Purchasing, Manufacturing, Cross-functional Team..., International Sales
Education
Vanguard University of Southern California
Bachelor of Arts (BA), Religion/Religious Studies
Saddleback College 2000 — 2001
Associate's Degree, Journalism
Lauren Dumican, RPA's John Hancock Financial Services Experience April 2015 - Present
Job Sr. Business Intelligence Analyst
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2012 - April 2015
New York Life Retirement Plan Services March 2010 - November 2012
New York Life Retirement Plan Services July 2007 - March 2010
Skills
Mutual Funds, Business Intelligence, Financial Services, Retirement, Investments, Analysis, Process Improvement, Software Documentation, SharePoint, Management
Education
Roger Williams University 2003 — 2007
Bachelor of Science, Financial Services
Foxborough High School 1999 — 2003
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2012 - April 2015
New York Life Retirement Plan Services March 2010 - November 2012
New York Life Retirement Plan Services July 2007 - March 2010
Skills
Mutual Funds, Business Intelligence, Financial Services, Retirement, Investments, Analysis, Process Improvement, Software Documentation, SharePoint, Management
Education
Roger Williams University 2003 — 2007
Bachelor of Science, Financial Services
Foxborough High School 1999 — 2003
Brian Armand Brian Armand's John Hancock Financial Services Experience 1994 - 1996
Job Manager, Networks & Information Systems
Industry Information Technology and Services
Experience
A business unit of a Fortune 50 company December 2007 - Present
Amphenol Pcd June 2005 - November 2007
Clark & Reid Executive Movers September 2001 - May 2005
Worldwide Information / LocatePlus.com May 1998 - January 2001
John Hancock Financial Services 1994 - 1996
Skills
IT Management, Network Administration, Telecom BSS, Network Security, Security, Compliance, Computer Network..., Windows Server, Juniper, IT Audit, Firewalls, Mobile Devices
Education
Boston University 1994 — 1994
Certificate, Network Administration
Salem State College 1986 — 1989
BS, Management
A business unit of a Fortune 50 company December 2007 - Present
Amphenol Pcd June 2005 - November 2007
Clark & Reid Executive Movers September 2001 - May 2005
Worldwide Information / LocatePlus.com May 1998 - January 2001
John Hancock Financial Services 1994 - 1996
Skills
IT Management, Network Administration, Telecom BSS, Network Security, Security, Compliance, Computer Network..., Windows Server, Juniper, IT Audit, Firewalls, Mobile Devices
Education
Boston University 1994 — 1994
Certificate, Network Administration
Salem State College 1986 — 1989
BS, Management
Julie Malcolm Julie Malcolm's John Hancock Financial Services Experience 1987 - 2003
Job Technical Team Lead
Industry Information Technology and Services
Experience
IBM July 2003 - August 2015
IBM 2003 - 2015
John Hancock Financial Services 1987 - 2003
Skills
Data Center, Strategy, Team Leadership, Requirements Analysis, Integration, Agile Methodologies, Data Center Transitions, Windows Server, SAN, VMware, Change Management, Disaster Recovery, Backup & Recovery..., Security Controls, Technical Support, Technical Leadership, Identifying Issues, Problem Solving, Hands-on Technical..., Process Improvement, Incident Management, Risk Management, Root Cause Analysis, Data Migration
Education
Salem State University 1984 — 1987
Bachelor’s Degree, Office Administration
IBM July 2003 - August 2015
IBM 2003 - 2015
John Hancock Financial Services 1987 - 2003
Skills
Data Center, Strategy, Team Leadership, Requirements Analysis, Integration, Agile Methodologies, Data Center Transitions, Windows Server, SAN, VMware, Change Management, Disaster Recovery, Backup & Recovery..., Security Controls, Technical Support, Technical Leadership, Identifying Issues, Problem Solving, Hands-on Technical..., Process Improvement, Incident Management, Risk Management, Root Cause Analysis, Data Migration
Education
Salem State University 1984 — 1987
Bachelor’s Degree, Office Administration
Aaron Arsenault Aaron Arsenault's John Hancock Financial Services Experience 2000 - 2002
Job Director of Software Engineering at NextChoice
Industry Computer Software
Experience
NextChoice 2014 - Present
NextChoice 2003 - 2013
John Hancock Financial Services 2000 - 2002
Skills
Web Applications, Python, Java, HTML, JavaScript, jQuery, Web Services, Programming, CSS, Cross-browser..., SQL, Web2py, Django, Adobe Creative Suite, ActionScript, Apache, Tomcat, User Experience, User Interface Design, Pro Tools, Professional Audio, Music Production, JIRA, Agile Project Management
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Information Technology
NextChoice 2014 - Present
NextChoice 2003 - 2013
John Hancock Financial Services 2000 - 2002
Skills
Web Applications, Python, Java, HTML, JavaScript, jQuery, Web Services, Programming, CSS, Cross-browser..., SQL, Web2py, Django, Adobe Creative Suite, ActionScript, Apache, Tomcat, User Experience, User Interface Design, Pro Tools, Professional Audio, Music Production, JIRA, Agile Project Management
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Information Technology
Rebecca Goldberg's John Hancock Financial Services Experience February 1998 - January 1999
Job Strategist, Washington Post Contributor, and coauthor of The Lean Anthology: A Practical Primer in Continual Improvement
Industry Think Tanks
Experience
Goldberg Strategic, Inc. September 2008 - Present
University of Virginia Darden School of Business May 2001 - Present
Virginia Commonwealth University January 2011 - Present
Impact Makers June 2008 - March 2009
VCU Health System March 2000 - September 2001
Charter One Bank January 1999 - May 2000
John Hancock Financial Services February 1998 - January 1999
Skills
Strategic Communications, Research, Strategic Planning, Social Media, Public Speaking, Strategy Development, Writing, Non-profits, Business Strategy, Competitive Analysis, Management Consulting, Strategy, Nonprofits, Organizational..., Marketing, Management, Coaching, Leadership Development, Social Media Marketing, Market Research, Program Management, Leadership, Consulting, Data Analysis, Higher Education, Fundraising, Proposal Writing, Entrepreneurship, Integrated Marketing, Start-ups, Analysis, Mergers & Acquisitions, Operations Management
Education
University of Virginia Darden School of Business 2001 — 2003
MBA, strategy and entrepreneurship
Tufts University 1992 — 1998
BA, American Studies
School of the Museum of Fine Arts 1992 — 1997
BFA, Film/Video and Painting
Montgomery Blair High School 1988 — 1992
Magnet School Diploma in Computer Science, Science, and Math, Computer Science, Science, Math
Goldberg Strategic, Inc. September 2008 - Present
University of Virginia Darden School of Business May 2001 - Present
Virginia Commonwealth University January 2011 - Present
Impact Makers June 2008 - March 2009
VCU Health System March 2000 - September 2001
Charter One Bank January 1999 - May 2000
John Hancock Financial Services February 1998 - January 1999
Skills
Strategic Communications, Research, Strategic Planning, Social Media, Public Speaking, Strategy Development, Writing, Non-profits, Business Strategy, Competitive Analysis, Management Consulting, Strategy, Nonprofits, Organizational..., Marketing, Management, Coaching, Leadership Development, Social Media Marketing, Market Research, Program Management, Leadership, Consulting, Data Analysis, Higher Education, Fundraising, Proposal Writing, Entrepreneurship, Integrated Marketing, Start-ups, Analysis, Mergers & Acquisitions, Operations Management
Education
University of Virginia Darden School of Business 2001 — 2003
MBA, strategy and entrepreneurship
Tufts University 1992 — 1998
BA, American Studies
School of the Museum of Fine Arts 1992 — 1997
BFA, Film/Video and Painting
Montgomery Blair High School 1988 — 1992
Magnet School Diploma in Computer Science, Science, and Math, Computer Science, Science, Math
Roger L McDevitt III Roger L McDevitt III's John Hancock Financial Services Experience February 2007 - April 2008
Job Financial Consultant at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Investments November 2009 - December 2010
John Hancock Investments April 2008 - November 2009
John Hancock Financial Services February 2007 - April 2008
Skills
Mutual Funds, Series 63, Customer Service, Investments, Retirement Planning, Financial Services, Series 7, Series 6, Microsoft Office, 401k
Education
Salem State College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
John Hancock Investments November 2009 - December 2010
John Hancock Investments April 2008 - November 2009
John Hancock Financial Services February 2007 - April 2008
Skills
Mutual Funds, Series 63, Customer Service, Investments, Retirement Planning, Financial Services, Series 7, Series 6, Microsoft Office, 401k
Education
Salem State College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Matthew J. Nault Matthew J. Nault's John Hancock Financial Services Experience May 2015 - Present
Job Internal Wholesaler at John Hancock Financial Services
Industry Higher Education
Experience
John Hancock Financial Services May 2015 - Present
John Hancock Retirement Plan Services May 2014 - May 2015
Sopher Investment Management August 2013 - May 2014
Stratton Mountain Resort November 2011 - April 2014
RAMP Sports November 2010 - April 2014
NESCO August 2013 - December 2013
Stratton Mountain Resort May 2010 - August 2013
Education
Saint Michael's College 2010 — 2014
BS, Business Administration, Minor in Environmental Studies
API - John Cabot University - Rome, Italy 2012 — 2012
International Finance and Management, Study Abroad
Ridgefield High School 2006 — 2010
High School Diploma
John Hancock Financial Services May 2015 - Present
John Hancock Retirement Plan Services May 2014 - May 2015
Sopher Investment Management August 2013 - May 2014
Stratton Mountain Resort November 2011 - April 2014
RAMP Sports November 2010 - April 2014
NESCO August 2013 - December 2013
Stratton Mountain Resort May 2010 - August 2013
Education
Saint Michael's College 2010 — 2014
BS, Business Administration, Minor in Environmental Studies
API - John Cabot University - Rome, Italy 2012 — 2012
International Finance and Management, Study Abroad
Ridgefield High School 2006 — 2010
High School Diploma
Sengaloun-Homsab Dane's John Hancock Financial Services Experience 2014 - Present
Job Replacements Analyst
Industry Financial Services
Experience
John Hancock Financial Services 2014 - Present
John Hancock Financial Services January 2014 - December 2014
Saint Michael's College August 2009 - May 2013
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Outlook, Research, Access, Microsoft Excel, Serato, Ableton Live, Social Media, Mandarin, Japanese, Economics, East Asian Studies, Customer Service, Claims Investigations, Life Insurance, Rumba, Teamwork, Leadership, Facebook, Time Management, Social Networking, Data Analysis, Editing, Social Media Marketing, Financial Analysis, 1035 Exchanges, Analysis, Lotus Notes, WebX, DOS, Siebel, Cost Basis Reporting
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (BA), History
John Hancock Financial Services 2014 - Present
John Hancock Financial Services January 2014 - December 2014
Saint Michael's College August 2009 - May 2013
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Outlook, Research, Access, Microsoft Excel, Serato, Ableton Live, Social Media, Mandarin, Japanese, Economics, East Asian Studies, Customer Service, Claims Investigations, Life Insurance, Rumba, Teamwork, Leadership, Facebook, Time Management, Social Networking, Data Analysis, Editing, Social Media Marketing, Financial Analysis, 1035 Exchanges, Analysis, Lotus Notes, WebX, DOS, Siebel, Cost Basis Reporting
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (BA), History
R. Andrew Claiborn M.A. R. Andrew Claiborn M.A.'s John Hancock Financial Services Experience October 2012 - June 2015
Job Project Manager
Industry Financial Services
Experience
State Street June 2015 - Present
John Hancock Financial Services October 2012 - June 2015
John Hancock Life Insurance Company (U.S.A.) November 2011 - November 2012
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) November 2009 - April 2010
John Hancock Financial Services October 2008 - November 2009
John Hancock Financial Services December 2007 - October 2008
John Hancock Financial Services November 2006 - December 2007
Seton Hall University June 2006 - June 2007
Skills
Microsoft Excel, Employee Benefits, Pensions, Series 63, Asset Allocation, Mutual Funds, Securities, Insurance, Lotus Notes, Retirement Planning, Series 6, Investments, Fixed Annuities, Wealth Management, Management, Strategy, Retirement, Financial Services, Process Improvement
Education
Seton Hall University 2004 — 2007
Masters of Art, International Diplomacy
Wheaton College (MA) 1999 — 2003
B.A., International Relations/Legal Studies
State Street June 2015 - Present
John Hancock Financial Services October 2012 - June 2015
John Hancock Life Insurance Company (U.S.A.) November 2011 - November 2012
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) November 2009 - April 2010
John Hancock Financial Services October 2008 - November 2009
John Hancock Financial Services December 2007 - October 2008
John Hancock Financial Services November 2006 - December 2007
Seton Hall University June 2006 - June 2007
Skills
Microsoft Excel, Employee Benefits, Pensions, Series 63, Asset Allocation, Mutual Funds, Securities, Insurance, Lotus Notes, Retirement Planning, Series 6, Investments, Fixed Annuities, Wealth Management, Management, Strategy, Retirement, Financial Services, Process Improvement
Education
Seton Hall University 2004 — 2007
Masters of Art, International Diplomacy
Wheaton College (MA) 1999 — 2003
B.A., International Relations/Legal Studies
Christine Pollock Christine Pollock's John Hancock Financial Services Experience January 2013 - Present
Job CFP® Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Merrill Lynch April 2008 - October 2012
Merrill Lynch March 2004 - April 2008
Merrill Lynch July 1996 - March 2004
Skills
Series 7, Equities, Series 63, Wealth Management, Mutual Funds, Investments, Securities, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Rider University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida
John Hancock Financial Services January 2013 - Present
Merrill Lynch April 2008 - October 2012
Merrill Lynch March 2004 - April 2008
Merrill Lynch July 1996 - March 2004
Skills
Series 7, Equities, Series 63, Wealth Management, Mutual Funds, Investments, Securities, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Rider University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida
Bassel Mansour Bassel Mansour's John Hancock Financial Services Experience February 2010 - December 2014
Job Support Advisor at Golden Gate Financial and Insurance Solutions
Industry Financial Services
Experience
Golden Gate Financial and Insurance Solutions January 2015 - Present
John Hancock Financial Services February 2010 - December 2014
Skills
Teamwork, Leadership, Analysis, Microsoft Office, Management, Microsoft Excel, Public Speaking, Editing
Education
San Francisco State University 2010 — 2013
Bachelor’s Degree, Finance, General
Carlmont High School 2004 — 2007
High School
Golden Gate Financial and Insurance Solutions January 2015 - Present
John Hancock Financial Services February 2010 - December 2014
Skills
Teamwork, Leadership, Analysis, Microsoft Office, Management, Microsoft Excel, Public Speaking, Editing
Education
San Francisco State University 2010 — 2013
Bachelor’s Degree, Finance, General
Carlmont High School 2004 — 2007
High School
Rita Kiesler Rita Kiesler's John Hancock Financial Services Experience 2003 - 2005
Job Manager, Retirement Plan Services at CAPTRUST
Industry Investment Management
Experience
CAPTRUST January 2014 - Present
CAPTRUST November 2006 - December 2013
John Hancock Financial Services 2003 - 2005
Skills
Account Management, Team Management, Retirement Planning, Investment Advisory, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Manage Client..., Client Relations Skills, Superior Client Service, Client Education, Series 7, Series 24, Financial Services, Asset Allocation, Investments, Mutual Funds, 401k, Asset Managment
Education
Rutgers University
Bachelor's degree, English Language and Literature, General
CAPTRUST January 2014 - Present
CAPTRUST November 2006 - December 2013
John Hancock Financial Services 2003 - 2005
Skills
Account Management, Team Management, Retirement Planning, Investment Advisory, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Manage Client..., Client Relations Skills, Superior Client Service, Client Education, Series 7, Series 24, Financial Services, Asset Allocation, Investments, Mutual Funds, 401k, Asset Managment
Education
Rutgers University
Bachelor's degree, English Language and Literature, General
Ozzie Disgdiertt's John Hancock Financial Services Experience January 1998 - February 2002
Job Enterprise Development Representative at BlueGrace Logistics
Industry Marketing and Advertising
Experience
BlueGrace Logistics October 2015 - Present
AT&T YP.com July 2015 - September 2015
TraderPlanet.com April 2014 - March 2015
hibu September 2013 - April 2014
RME - Response Marketing Excellence April 2013 - September 2013
Verizon Enterprise Solutions January 2004 - December 2012
Software Spectrum February 2002 - January 2004
John Hancock Financial Services January 1998 - February 2002
Skills
Advertising Consulting..., Territory Management &..., Business Planning ●..., Software..., Account Management, Google Adwords, Business Development, Product Management, Lead Generation, Online Advertising, Salesforce.com, Direct Marketing, Digital Marketing, B2B, Advertising, Key Account Management, Sales Presentations, Marketing Strategy, Direct Sales, Customer Retention, Online Marketing, Market Planning, Leadership, Marketing
Education
Saint Leo University
Bachelor of Science (BS), Management Information Systems, General
BlueGrace Logistics October 2015 - Present
AT&T YP.com July 2015 - September 2015
TraderPlanet.com April 2014 - March 2015
hibu September 2013 - April 2014
RME - Response Marketing Excellence April 2013 - September 2013
Verizon Enterprise Solutions January 2004 - December 2012
Software Spectrum February 2002 - January 2004
John Hancock Financial Services January 1998 - February 2002
Skills
Advertising Consulting..., Territory Management &..., Business Planning ●..., Software..., Account Management, Google Adwords, Business Development, Product Management, Lead Generation, Online Advertising, Salesforce.com, Direct Marketing, Digital Marketing, B2B, Advertising, Key Account Management, Sales Presentations, Marketing Strategy, Direct Sales, Customer Retention, Online Marketing, Market Planning, Leadership, Marketing
Education
Saint Leo University
Bachelor of Science (BS), Management Information Systems, General
John Padilla, CRFA, CSA, CLTC John Padilla, CRFA, CSA, CLTC's John Hancock Financial Services Experience August 1990 - September 2001
Job Owner, Padilla Financial Group LLC
Industry Investment Management
Experience
Padilla Financial Group LLC September 2001 - Present
John Hancock Financial Services August 1990 - September 2001
Skills
Retirement Planning, IRAs, Retirement, Strategic Financial..., Long Term Care Insurance, Pensions, Long-term Care, Financial Advisory, Financial Planners, Strategic Planning, Fixed Annuities, Wealth, 401k, Estate Planning, 401k Rollovers, Coaching, Life Insurance, Term Life Insurance, Wealth Management, Wealth Accumulation, Disability Insurance, Portfolio Management, 529 Plans, Investments, Financial Analysis, Employee Benefits, Insurance, Financial Services, Universal Life, Investment Advisory, Investment Strategies, Asset Allocation, Investment Management, High Net Worth..., Personal Finance, Alternative Investments, Roth IRA, Income Protection, Inheritance Tax Planning, Savings, Finance, Small Business, Financial Goals, Retirement Savings, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
Bachelor of Science (BS), Finance, General
Hoboken High School 1974 — 1977
Academic
Padilla Financial Group LLC September 2001 - Present
John Hancock Financial Services August 1990 - September 2001
Skills
Retirement Planning, IRAs, Retirement, Strategic Financial..., Long Term Care Insurance, Pensions, Long-term Care, Financial Advisory, Financial Planners, Strategic Planning, Fixed Annuities, Wealth, 401k, Estate Planning, 401k Rollovers, Coaching, Life Insurance, Term Life Insurance, Wealth Management, Wealth Accumulation, Disability Insurance, Portfolio Management, 529 Plans, Investments, Financial Analysis, Employee Benefits, Insurance, Financial Services, Universal Life, Investment Advisory, Investment Strategies, Asset Allocation, Investment Management, High Net Worth..., Personal Finance, Alternative Investments, Roth IRA, Income Protection, Inheritance Tax Planning, Savings, Finance, Small Business, Financial Goals, Retirement Savings, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
Bachelor of Science (BS), Finance, General
Hoboken High School 1974 — 1977
Academic
Duc Tong Duc Tong's John Hancock Financial Services Experience June 1995 - August 1997
Job Senior Application Systems Developer, Applications & Architect Svc at Boston College
Industry Higher Education
Experience
Boston College January 2014 - Present
Bentley University May 2013 - November 2013
Fidelity Investments August 1997 - March 2013
John Hancock Financial Services June 1995 - August 1997
Fidelity Investments May 1995 - June 1995
Professional Development Group September 1994 - May 1995
Universal Asset Technologies December 1993 - September 1994
Digital Equipment Corporation June 1987 - February 1993
Skills
Java, HTML, JSP, JavaScript, XML, C/C++, Struts, Spring, iBatis, JUnit, Ant, Maven, EJB, Crystal Reports, Visual Studio .NET/C#, Perl, Microsoft Access, RapidSQL, Oracle SQL Developer, XQuery, PolarLake, Informatica, Tomcat
Education
University of Massachusetts at Lowell 1993 — 1994
Master of Science (M.S.), Computer Science
Rensselaer Polytechnic Institute 1983 — 1987
Bachelor of Engineering (B.E.), Electrical Engineering
Boston College January 2014 - Present
Bentley University May 2013 - November 2013
Fidelity Investments August 1997 - March 2013
John Hancock Financial Services June 1995 - August 1997
Fidelity Investments May 1995 - June 1995
Professional Development Group September 1994 - May 1995
Universal Asset Technologies December 1993 - September 1994
Digital Equipment Corporation June 1987 - February 1993
Skills
Java, HTML, JSP, JavaScript, XML, C/C++, Struts, Spring, iBatis, JUnit, Ant, Maven, EJB, Crystal Reports, Visual Studio .NET/C#, Perl, Microsoft Access, RapidSQL, Oracle SQL Developer, XQuery, PolarLake, Informatica, Tomcat
Education
University of Massachusetts at Lowell 1993 — 1994
Master of Science (M.S.), Computer Science
Rensselaer Polytechnic Institute 1983 — 1987
Bachelor of Engineering (B.E.), Electrical Engineering
Shareen Balkey's John Hancock Financial Services Experience December 2007 - December 2012
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
John Hancock Financial Services December 2007 - December 2012
The Standard September 2004 - October 2007
ING Nederland August 1998 - August 2004
Mercer Asset Planning, Inc. 1986 - 1994
Skills
Hold California and..., Series 7, Series 63, Series 65, Series 6, Completed course 1 of..., Underwriting, Mutual Funds, Retirement, Training, Pensions, Cross-functional Team..., ERISA, Account Management, Investments, Wealth Management, 401k, Defined Benefit, Sales, Finance, Retirement Planning, Due Diligence, Financial Advisory, Business Planning, Employee Benefits, Asset Allocation, Profit Sharing, Securities, Investment Advisory, CRM, Financial Services, Relationship Management, Retirement Plan..., Qualified Retirement..., Asset Management, Separately Managed..., Investment Strategies, IRAs, ETFs, FINRA, Insurance
Education
San Diego State University-California State University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management
UC San Diego 1978 — 1980
Transamerica Retirement Solutions June 2013 - Present
John Hancock Financial Services December 2007 - December 2012
The Standard September 2004 - October 2007
ING Nederland August 1998 - August 2004
Mercer Asset Planning, Inc. 1986 - 1994
Skills
Hold California and..., Series 7, Series 63, Series 65, Series 6, Completed course 1 of..., Underwriting, Mutual Funds, Retirement, Training, Pensions, Cross-functional Team..., ERISA, Account Management, Investments, Wealth Management, 401k, Defined Benefit, Sales, Finance, Retirement Planning, Due Diligence, Financial Advisory, Business Planning, Employee Benefits, Asset Allocation, Profit Sharing, Securities, Investment Advisory, CRM, Financial Services, Relationship Management, Retirement Plan..., Qualified Retirement..., Asset Management, Separately Managed..., Investment Strategies, IRAs, ETFs, FINRA, Insurance
Education
San Diego State University-California State University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management
UC San Diego 1978 — 1980
Meredith Regan Meredith Regan's John Hancock Financial Services Experience June 2008 - September 2008
Job Client Manager
Industry Events Services
Experience
TechTarget 2012 - Present
MC Communications February 2011 - December 2011
Prudential Financial/ Liberty Mutual January 2009 - December 2010
John Hancock Financial Services June 2008 - September 2008
John Hancock Financial Services January 2008 - June 2008
John Hancock Financial Services July 2006 - December 2007
Skills
Insurance, Time Management, Marketing, Process Improvement, Analysis, Live Events, Events Coordination, Superior Client Service, Financial Services, Digital Marketing, Product Marketing, Online Marketing, Human Resources, Recruiting
Education
Saint Michael's College 2002 — 2006
Bachelor of Arts (BA), Sociology
Saint Michael's College 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Business
TechTarget 2012 - Present
MC Communications February 2011 - December 2011
Prudential Financial/ Liberty Mutual January 2009 - December 2010
John Hancock Financial Services June 2008 - September 2008
John Hancock Financial Services January 2008 - June 2008
John Hancock Financial Services July 2006 - December 2007
Skills
Insurance, Time Management, Marketing, Process Improvement, Analysis, Live Events, Events Coordination, Superior Client Service, Financial Services, Digital Marketing, Product Marketing, Online Marketing, Human Resources, Recruiting
Education
Saint Michael's College 2002 — 2006
Bachelor of Arts (BA), Sociology
Saint Michael's College 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Business
Brian MacPhee's John Hancock Financial Services Experience December 2009 - October 2011
Job General Director Transfer Agent Services
Industry Financial Services
Experience
John Hancock Investments June 1996 - Present
John Hancock Financial Services December 2009 - October 2011
John Hancock Financial Services April 2007 - December 2009
John Hancock Financial Services June 1996 - April 2007
Skills
Leadership, Transfer Agency, Project Management, Mutual Funds, Financial Services, Risk Management, Business Analysis, Offshoring, Workforce Management, Operations Management, Quality Assurance, Vendor Relationships, Contact Centers, Customer Service, Key Performance..., Strategic Planning, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Call Centers, Management, Vendor Management, Relationship Management, Business Process..., Analysis, Business Process, PMO, Forecasting, Team Management, Client Services, Performance Management, Customer Experience, Business Relationship..., Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Due Diligence, Coaching, Project Planning, Negotiation, Integration, Leadership Development, Strategic Thinking, Team Leadership, Strategy, Team Building, Public Speaking
Education
Salem State University
University of Phoenix
BS in Communication
John Hancock Investments June 1996 - Present
John Hancock Financial Services December 2009 - October 2011
John Hancock Financial Services April 2007 - December 2009
John Hancock Financial Services June 1996 - April 2007
Skills
Leadership, Transfer Agency, Project Management, Mutual Funds, Financial Services, Risk Management, Business Analysis, Offshoring, Workforce Management, Operations Management, Quality Assurance, Vendor Relationships, Contact Centers, Customer Service, Key Performance..., Strategic Planning, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Call Centers, Management, Vendor Management, Relationship Management, Business Process..., Analysis, Business Process, PMO, Forecasting, Team Management, Client Services, Performance Management, Customer Experience, Business Relationship..., Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Due Diligence, Coaching, Project Planning, Negotiation, Integration, Leadership Development, Strategic Thinking, Team Leadership, Strategy, Team Building, Public Speaking
Education
Salem State University
University of Phoenix
BS in Communication
Tommaso Merullo Tommaso Merullo's John Hancock Financial Services Experience May 2013 - April 2015
Job Accountant II at Keurig Green Mountain, Inc.
Industry Accounting
Experience
Keurig Green Mountain, Inc. April 2015 - Present
John Hancock Financial Services May 2013 - April 2015
Roger Williams University April 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Ameriprise Financial Services, Inc. January 2012 - June 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Microsoft Excel, Research, Analysis, Finance, Budgets, Microsoft Word, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Accounting, US GAAP, Financial Statements
Education
Roger Williams University 2009 — 2013
Bachelors, Accounting
Keurig Green Mountain, Inc. April 2015 - Present
John Hancock Financial Services May 2013 - April 2015
Roger Williams University April 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Ameriprise Financial Services, Inc. January 2012 - June 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Microsoft Excel, Research, Analysis, Finance, Budgets, Microsoft Word, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Accounting, US GAAP, Financial Statements
Education
Roger Williams University 2009 — 2013
Bachelors, Accounting
Maureen Maynard Maureen Maynard's John Hancock Financial Services Experience February 2014 - Present
Job Director, Records Management, PMP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services, Inc. January 2005 - February 2014
John Hancock Mutual Funds November 1993 - October 1995
Putnam Investments September 1992 - November 1993
Skills
Risk Assessment, Business Process..., Testing, Vendor Management, Strategic Planning, Customer Service, Requirements Analysis, Business Requirements, Financial Services, Project Planning, Compliance, Management, Project Portfolio..., Requirements Gathering
Education
Salem State College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northshore Community College 1993 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.83
University of Connecticut 1983 — 1984
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services, Inc. January 2005 - February 2014
John Hancock Mutual Funds November 1993 - October 1995
Putnam Investments September 1992 - November 1993
Skills
Risk Assessment, Business Process..., Testing, Vendor Management, Strategic Planning, Customer Service, Requirements Analysis, Business Requirements, Financial Services, Project Planning, Compliance, Management, Project Portfolio..., Requirements Gathering
Education
Salem State College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northshore Community College 1993 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.83
University of Connecticut 1983 — 1984
Stan Slepoy Stan Slepoy's John Hancock Financial Services Experience June 1986 - July 1988
Job Real Estate at MassDOT
Industry Real Estate
Experience
MassDOT July 1988 - Present
John Hancock Financial Services June 1986 - July 1988
Skills
Public Speaking, Research, Social Media, Marketing, Budgets, Contract Management, Community Outreach, Contract Negotiation, Event Planning, Land Development, Leadership, Microsoft Word, Microsoft Excel, Nonprofits, Negotiation, Residential Homes, Strategic Planning, PowerPoint, Customer Service, Team Building, Government
Education
Salem State University
Bachelor of Science (B.S.), Political Science and Economics
Salem State University
Bachelor of Science (B.S.), Political Science and Government
MassDOT July 1988 - Present
John Hancock Financial Services June 1986 - July 1988
Skills
Public Speaking, Research, Social Media, Marketing, Budgets, Contract Management, Community Outreach, Contract Negotiation, Event Planning, Land Development, Leadership, Microsoft Word, Microsoft Excel, Nonprofits, Negotiation, Residential Homes, Strategic Planning, PowerPoint, Customer Service, Team Building, Government
Education
Salem State University
Bachelor of Science (B.S.), Political Science and Economics
Salem State University
Bachelor of Science (B.S.), Political Science and Government
Tim Curran's John Hancock Financial Services Experience November 2014 - Present
Job Senior Business Systems Analyst Application Lead
Industry Financial Services
Experience
John Hancock Financial Services November 2014 - Present
Suffolk Construction May 2012 - September 2014
Suffolk Construction February 2010 - April 2012
Beverly High School November 2007 - February 2012
Dunkin' Brands October 2008 - February 2010
Dunkin' Brands November 2007 - October 2008
Bloomingdales May 2007 - November 2007
Emdeon May 2006 - May 2007
Skills
Oracle E-Business Suite, CRM, Business Analysis, Project Management, Process Improvement, Vendor Management, Troubleshooting, Change Management, Access, SQL, Oracle Projects, Oracle Applications, Business Process, Business Process..., Oracle HR, Operations Management, Oracle, SharePoint, Business Intelligence, Integration, Visio
Education
Seton Hall University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
US Coast Guard Academy 2002 — 2003
John Hancock Financial Services November 2014 - Present
Suffolk Construction May 2012 - September 2014
Suffolk Construction February 2010 - April 2012
Beverly High School November 2007 - February 2012
Dunkin' Brands October 2008 - February 2010
Dunkin' Brands November 2007 - October 2008
Bloomingdales May 2007 - November 2007
Emdeon May 2006 - May 2007
Skills
Oracle E-Business Suite, CRM, Business Analysis, Project Management, Process Improvement, Vendor Management, Troubleshooting, Change Management, Access, SQL, Oracle Projects, Oracle Applications, Business Process, Business Process..., Oracle HR, Operations Management, Oracle, SharePoint, Business Intelligence, Integration, Visio
Education
Seton Hall University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
US Coast Guard Academy 2002 — 2003
Josie Noah's John Hancock Financial Services Experience May 2007 - August 2007
Job Director, Global Surgeon Training Programs at SightLife
Industry Program Development
Experience
SightLife December 2013 - Present
Global Impact February 2012 - December 2013
National FFA Organization August 2002 - July 2013
Clinton Global Initiative August 2009 - July 2011
China Academy of Urban Planning & Design July 2009 - August 2009
Population Dynamics Research Group September 2008 - July 2009
Miss Teen of America Scholarship & Recognition Program June 2003 - December 2008
After-School All-Stars November 2007 - June 2008
John Hancock Financial Services May 2007 - August 2007
Feeley & Driscoll, P.C. June 2006 - February 2007
Skills
Agriculture, Non-profits, Public Speaking, Philanthropy, Member Relations, Corporate Social..., International..., Leadership, Nonprofits, Community Development, Public Policy, Public Relations, Policy, Event Management, Program Management, Capacity Building, Research, Strategy
Education
University of Southern California 2007 — 2009
MPA/MPL, Public Administration/Urban Planning
University of Southern California - Sol Price School of Public Policy 2007 — 2009
Master of Public Administration (MPA), Master of Planning (MPL)
Wellesley College 2001 — 2005
BA, Peace & Justice Studies, Economics
School for International Training 2004 — 2004
Jamaica - Gender & Development Studies
SightLife December 2013 - Present
Global Impact February 2012 - December 2013
National FFA Organization August 2002 - July 2013
Clinton Global Initiative August 2009 - July 2011
China Academy of Urban Planning & Design July 2009 - August 2009
Population Dynamics Research Group September 2008 - July 2009
Miss Teen of America Scholarship & Recognition Program June 2003 - December 2008
After-School All-Stars November 2007 - June 2008
John Hancock Financial Services May 2007 - August 2007
Feeley & Driscoll, P.C. June 2006 - February 2007
Skills
Agriculture, Non-profits, Public Speaking, Philanthropy, Member Relations, Corporate Social..., International..., Leadership, Nonprofits, Community Development, Public Policy, Public Relations, Policy, Event Management, Program Management, Capacity Building, Research, Strategy
Education
University of Southern California 2007 — 2009
MPA/MPL, Public Administration/Urban Planning
University of Southern California - Sol Price School of Public Policy 2007 — 2009
Master of Public Administration (MPA), Master of Planning (MPL)
Wellesley College 2001 — 2005
BA, Peace & Justice Studies, Economics
School for International Training 2004 — 2004
Jamaica - Gender & Development Studies
Shelly Coonrod's John Hancock Financial Services Experience May 1993 - March 1996
Job Area Vice President at Arthur J. Gallagher & Co.
Industry Human Resources
Experience
Arthur J. Gallagher & Co. July 2014 - Present
Foundation Strategies Inc. March 1996 - July 2014
John Hancock Financial Services May 1993 - March 1996
Towers Perrin May 1989 - May 1993
Prudential Insurance 1987 - 1989
Skills
Strategic Planning, Team Building, Disability Insurance, Health Insurance, Employee Benefits, Benefits Administration, Deferred Compensation, Leadership, Sales Management, Account Management, Employee Relations, Healthcare, HRIS, Recruiting, Human Resources, Insurance, Sales, Organizational..., Performance Management, Customer Service, Microsoft Office, Executive Pay, Health Savings Accounts, Workers Compensation, COBRA, Leadership Development, Training, Managed Care, Payroll, Dentistry, 401k, Brokers
Education
Rutgers University-New Brunswick 1983 — 1986
BS, Biology
University of South Carolina-Columbia
Arthur J. Gallagher & Co. July 2014 - Present
Foundation Strategies Inc. March 1996 - July 2014
John Hancock Financial Services May 1993 - March 1996
Towers Perrin May 1989 - May 1993
Prudential Insurance 1987 - 1989
Skills
Strategic Planning, Team Building, Disability Insurance, Health Insurance, Employee Benefits, Benefits Administration, Deferred Compensation, Leadership, Sales Management, Account Management, Employee Relations, Healthcare, HRIS, Recruiting, Human Resources, Insurance, Sales, Organizational..., Performance Management, Customer Service, Microsoft Office, Executive Pay, Health Savings Accounts, Workers Compensation, COBRA, Leadership Development, Training, Managed Care, Payroll, Dentistry, 401k, Brokers
Education
Rutgers University-New Brunswick 1983 — 1986
BS, Biology
University of South Carolina-Columbia
Daniel. Kinsella's John Hancock Financial Services Experience October 2012 - Present
Job Project Manager
Industry Financial Services
Experience
John Hancock Financial Services October 2012 - Present
JP Morgan 2005 - February 2013
JPMorgan Chase 2009 - September 2012
Skills
Fund Administration, Equities, Mutual Funds, Financial Reporting, Financial Services, Business Analysis, Business Process..., System Testing, User Acceptance Testing, Microsoft SQL Server, Crystal Reports, VBA, Data Analysis, Data Management, Sybase, Performance Measurement, Requirements Analysis, Business Requirements
Education
Salem State College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Business/Management
John Hancock Financial Services October 2012 - Present
JP Morgan 2005 - February 2013
JPMorgan Chase 2009 - September 2012
Skills
Fund Administration, Equities, Mutual Funds, Financial Reporting, Financial Services, Business Analysis, Business Process..., System Testing, User Acceptance Testing, Microsoft SQL Server, Crystal Reports, VBA, Data Analysis, Data Management, Sybase, Performance Measurement, Requirements Analysis, Business Requirements
Education
Salem State College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Business/Management
Nick Bour's John Hancock Financial Services Experience April 2002 - April 2004
Job Vice President, Senior Financial Advisor at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank December 2014 - Present
Apex Executive Solutions,Inc June 2013 - Present
New York Life Insurance Company January 2012 - June 2013
MetLife April 2004 - January 2012
MetLife April 2008 - March 2011
MetLife October 2006 - March 2008
John Hancock Financial Services April 2002 - April 2004
Skills
Disability Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement Planning, IRAs, 401k, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Wealth Accumulation, 401k Rollovers, Income Protection, Investment Strategies, Key Person Insurance, Long Term Care Insurance, Portfolio Management, Asset Management, Finance, Retirement, Small Business, Financial Services, Financial Planning
Education
Saginaw Valley State University 1997 — 1998
Business and Marketing
Eisenhower High School 1994 — 1997
Huntington National Bank December 2014 - Present
Apex Executive Solutions,Inc June 2013 - Present
New York Life Insurance Company January 2012 - June 2013
MetLife April 2004 - January 2012
MetLife April 2008 - March 2011
MetLife October 2006 - March 2008
John Hancock Financial Services April 2002 - April 2004
Skills
Disability Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement Planning, IRAs, 401k, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Wealth Accumulation, 401k Rollovers, Income Protection, Investment Strategies, Key Person Insurance, Long Term Care Insurance, Portfolio Management, Asset Management, Finance, Retirement, Small Business, Financial Services, Financial Planning
Education
Saginaw Valley State University 1997 — 1998
Business and Marketing
Eisenhower High School 1994 — 1997
Andrew Unsworth's John Hancock Financial Services Experience July 2013 - Present
Job Project Manager at John Hancock Financial Services
Industry Banking
Experience
John Hancock Financial Services July 2013 - Present
State Street Bank 2007 - May 2013
State Street Bank March 2006 - July 2007
Investors Bank and Trust 2004 - 2006
Investors Bank and Trust September 2001 - March 2004
Skills
Securities, Corporate Actions, Mutual Funds, Relationship Management, Financial Services, Fund Accounting, CRM, Equities, Settlement, Fixed Income, Middle Office, Hedge Funds, Trading, Bonds, Banking
Education
Salve Regina University 1995 — 1999
BA, English
St Joseph Central High School
John Hancock Financial Services July 2013 - Present
State Street Bank 2007 - May 2013
State Street Bank March 2006 - July 2007
Investors Bank and Trust 2004 - 2006
Investors Bank and Trust September 2001 - March 2004
Skills
Securities, Corporate Actions, Mutual Funds, Relationship Management, Financial Services, Fund Accounting, CRM, Equities, Settlement, Fixed Income, Middle Office, Hedge Funds, Trading, Bonds, Banking
Education
Salve Regina University 1995 — 1999
BA, English
St Joseph Central High School
Thomas W H Fisher's John Hancock Financial Services Experience 1977 - 1991
Job First Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. August 2001 - Present
Interstate Johnson Lane 1991 - 2001
John Hancock Financial Services 1977 - 1991
Education
Sewanee-The University of the South 1963 — 1967
Bachelor's Degree, History
Yale Divinity School
Theological Study
Raymond James Financial Inc. August 2001 - Present
Interstate Johnson Lane 1991 - 2001
John Hancock Financial Services 1977 - 1991
Education
Sewanee-The University of the South 1963 — 1967
Bachelor's Degree, History
Yale Divinity School
Theological Study
Kristen M. Martin, CLTC's John Hancock Financial Services Experience 2011 - 2012
Job National Account Director at John Hancock Life Insurance Company
Industry Insurance
Experience
John Hancock Life Insurance Company 2014 - Present
John Hancock / Manulife November 2009 - Present
John Hancock Financial Services 2011 - 2012
John Hancock Life Insurance Company 1999 - 2009
Skills
Long-term Care, Retirement Planning, Insurance, Series 63, Mutual Funds, Long Term Care Insurance, Health Insurance, Retirement, Life Insurance, Series 6, Sales, Fixed Annuities, Disability Insurance, Financial Services, Series 7, Term Life Insurance
Education
Salve Regina University
John Hancock Life Insurance Company 2014 - Present
John Hancock / Manulife November 2009 - Present
John Hancock Financial Services 2011 - 2012
John Hancock Life Insurance Company 1999 - 2009
Skills
Long-term Care, Retirement Planning, Insurance, Series 63, Mutual Funds, Long Term Care Insurance, Health Insurance, Retirement, Life Insurance, Series 6, Sales, Fixed Annuities, Disability Insurance, Financial Services, Series 7, Term Life Insurance
Education
Salve Regina University
Kathleen Lazzaro's John Hancock Financial Services Experience July 2011 - May 2012
Job Project Manager at Massachusetts Institute of Technology (MIT)
Industry Information Technology and Services
Experience
Massachusetts Institute of Technology (MIT) January 2014 - Present
Eliassen Group October 2012 - Present
John Hancock Financial Services July 2011 - May 2012
Gardner Resources Consulting, LLC June 2011 - July 2011
Veritude January 2011 - April 2011
Synrix September 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Collabera 2010 - 2010
Collabera 2010 - 2010
State Street November 2006 - February 2009
Skills
Technical Skills:...
Education
Saint Anselm College 1986 — 1990
Arlington Catholic HS
Massachusetts Institute of Technology (MIT) January 2014 - Present
Eliassen Group October 2012 - Present
John Hancock Financial Services July 2011 - May 2012
Gardner Resources Consulting, LLC June 2011 - July 2011
Veritude January 2011 - April 2011
Synrix September 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Collabera 2010 - 2010
Collabera 2010 - 2010
State Street November 2006 - February 2009
Skills
Technical Skills:...
Education
Saint Anselm College 1986 — 1990
Arlington Catholic HS
Cinthya Pizarro De Wilson's John Hancock Financial Services Experience February 2015 - Present
Job Project Coordinator, John Hancock Program Management Office
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - January 2015
John Hancock Financial Services May 2010 - January 2014
Manulife Financial April 2002 - May 2010
Skills
Defined Benefit, Employee Benefits, Retirement, Pensions, Retirement Planning, 401k, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Business Administration, International Business
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - January 2015
John Hancock Financial Services May 2010 - January 2014
Manulife Financial April 2002 - May 2010
Skills
Defined Benefit, Employee Benefits, Retirement, Pensions, Retirement Planning, 401k, Mutual Funds, Fixed Annuities, Asset Allocation, Wealth Management
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Business Administration, International Business
Ismael Campos's John Hancock Financial Services Experience 2003 - 2005
Job Veterinary Technician
Industry Veterinary
Experience
Savannah Animal Hospital September 2009 - Present
IBM July 1999 - April 2008
IBM Global Services 2006 - 2008
IBM HR IMBPD 2006 - 2008
John Hancock Financial Services 2003 - 2005
IBM June 1991 - July 1999
Skills
IT Service Management, PMP, Customer Satisfaction, Project Delivery, SLA, IT Operations, Vendor Management, Outsourcing, Program Management, Project Implementation, Project Planning, People Management, Process Improvement, Change Management, Team Leadership, Disaster Recovery, Customer Relations, ITIL, Management, Integration, Service Delivery, CRM, Project Management, IT Outsourcing, Networking, PMO, IT Strategy, Information Technology, IT Management, Project Portfolio..., Leadership, Business Analysis, Resource Management
Education
Rochester Institute of Technology 1990 — 1992
MSEE, Information Systems/Technology
Savannah Animal Hospital September 2009 - Present
IBM July 1999 - April 2008
IBM Global Services 2006 - 2008
IBM HR IMBPD 2006 - 2008
John Hancock Financial Services 2003 - 2005
IBM June 1991 - July 1999
Skills
IT Service Management, PMP, Customer Satisfaction, Project Delivery, SLA, IT Operations, Vendor Management, Outsourcing, Program Management, Project Implementation, Project Planning, People Management, Process Improvement, Change Management, Team Leadership, Disaster Recovery, Customer Relations, ITIL, Management, Integration, Service Delivery, CRM, Project Management, IT Outsourcing, Networking, PMO, IT Strategy, Information Technology, IT Management, Project Portfolio..., Leadership, Business Analysis, Resource Management
Education
Rochester Institute of Technology 1990 — 1992
MSEE, Information Systems/Technology
Brian Tepler's John Hancock Financial Services Experience April 1999 - December 1999
Job Business Development Manager
Industry Packaging and Containers
Experience
Stamar Packaging, Inc. December 1999 - Present
John Hancock Financial Services April 1999 - December 1999
Skills
Selling, Packaging, Strategic Planning, Purchasing, Account Management, Cold Calling, Sales Management, Direct Sales, Pricing, Product Development, Sales Operations, Forecasting, Sales
Education
Saint John's University 1995 — 1999
Business Management, Business Management
Stamar Packaging, Inc. December 1999 - Present
John Hancock Financial Services April 1999 - December 1999
Skills
Selling, Packaging, Strategic Planning, Purchasing, Account Management, Cold Calling, Sales Management, Direct Sales, Pricing, Product Development, Sales Operations, Forecasting, Sales
Education
Saint John's University 1995 — 1999
Business Management, Business Management
Ravin Bansie's John Hancock Financial Services Experience October 2006 - Present
Job Client Account Manager at Manulife Financial
Industry Financial Services
Experience
John Hancock Financial Services October 2006 - Present
CN Tower 2000 - 2004
Skills
Customer Service, Teamwork, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Coaching, Account Management, Banking, Business Analysis, Insurance, Sales
Education
Ryerson University 2002 — 2007
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Seneca College of Applied Arts and Technology 1999 — 2002
Business Administration Diploma, Business Administration and Management, General
John Hancock Financial Services October 2006 - Present
CN Tower 2000 - 2004
Skills
Customer Service, Teamwork, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Coaching, Account Management, Banking, Business Analysis, Insurance, Sales
Education
Ryerson University 2002 — 2007
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Seneca College of Applied Arts and Technology 1999 — 2002
Business Administration Diploma, Business Administration and Management, General
Tom Wolcott's John Hancock Financial Services Experience March 1984 - March 1988
Job Exxon Mobil Human Resources
Industry Oil & Energy
Experience
ExxonMobil March 1990 - Present
Energy Capital Credit Union (ECCU) January 2008 - January 2011
PepsiCo March 1988 - March 1990
John Hancock Financial Services March 1984 - March 1988
The MONY Group October 1981 - February 1984
Education
Rollins College 1977 — 1981
Bachelor of Arts (BA), Business Administration
ExxonMobil March 1990 - Present
Energy Capital Credit Union (ECCU) January 2008 - January 2011
PepsiCo March 1988 - March 1990
John Hancock Financial Services March 1984 - March 1988
The MONY Group October 1981 - February 1984
Education
Rollins College 1977 — 1981
Bachelor of Arts (BA), Business Administration
Douglas Bilenski Sr.'s John Hancock Financial Services Experience July 1961 - July 1996
Job Registered Representative, Waterstone Financial Group, Inc
Industry Financial Services
Experience
Waterstone Financial Group, Inc September 2000 - Present
John Hancock Financial Services July 1961 - July 1996
Education
Rutgers, The State University of New Jersey-Newark 1958 — 1960
Business
Waterstone Financial Group, Inc September 2000 - Present
John Hancock Financial Services July 1961 - July 1996
Education
Rutgers, The State University of New Jersey-Newark 1958 — 1960
Business
Catherine Longo's John Hancock Financial Services Experience January 2010 - March 2012
Job Accounting Manager at John Hancock Funds
Industry Financial Services
Experience
John Hancock Financial Services January 2010 - March 2012
Robert Half International April 2007 - January 2010
John Hancock Life Insurance Company (U.S.A.) 2004 - 2007
Manulife Financial 2000 - 2004
Manulife Financial 1999 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, SOX, Planning Budgeting &..., Reinsurance, Financial Accounting, Budgets, Sarbanes-Oxley Act, US GAAP
Education
Salem State University 1993 — 1998
Bachelors, Accounting
John Hancock Financial Services January 2010 - March 2012
Robert Half International April 2007 - January 2010
John Hancock Life Insurance Company (U.S.A.) 2004 - 2007
Manulife Financial 2000 - 2004
Manulife Financial 1999 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, SOX, Planning Budgeting &..., Reinsurance, Financial Accounting, Budgets, Sarbanes-Oxley Act, US GAAP
Education
Salem State University 1993 — 1998
Bachelors, Accounting
Gabriel Simpson, FRM's John Hancock Financial Services Experience January 2004 - December 2006
Job Investment Risk Analyst Equity at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2006 - December 2012
John Hancock Financial Services January 2004 - December 2006
Skills
Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Analysis, Project Management, Business Strategy, Microsoft Office, Corporate Finance
Education
Roger Williams University 1998 — 2002
Business Management, Accounting and Business/Management
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2006 - December 2012
John Hancock Financial Services January 2004 - December 2006
Skills
Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Analysis, Project Management, Business Strategy, Microsoft Office, Corporate Finance
Education
Roger Williams University 1998 — 2002
Business Management, Accounting and Business/Management
Judith Hanna's John Hancock Financial Services Experience 2007 - 2012
Job Actuary
Industry Financial Services
Experience
John Hancock Financial Services 2007 - 2012
Ernst & Young 2002 - 2007
Prudential Financial 1995 - 2002
Other Relevant 1981 - 1995
Skills
IFRS, US GAAP, US Stat..., Enterprise Risk..., US Tax Actuarial..., ALM, Financial Reporting, Valuation, Auditing, Reinsurance, Life Insurance, Economic Capital, Insurance, Defined Benefit, Actuarial Science
Education
Rensselaer Polytechnic Institute
BS, Mathematics
John Hancock Financial Services 2007 - 2012
Ernst & Young 2002 - 2007
Prudential Financial 1995 - 2002
Other Relevant 1981 - 1995
Skills
IFRS, US GAAP, US Stat..., Enterprise Risk..., US Tax Actuarial..., ALM, Financial Reporting, Valuation, Auditing, Reinsurance, Life Insurance, Economic Capital, Insurance, Defined Benefit, Actuarial Science
Education
Rensselaer Polytechnic Institute
BS, Mathematics
Pam Arrington's John Hancock Financial Services Experience January 2004 - October 2006
Job Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Connie Lopes's John Hancock Financial Services Experience April 1998 - November 1998
Job Senior Underwriting Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 1998 - Present
John Hancock Financial Services April 1998 - November 1998
Prudential Assurance January 1994 - April 1998
Skills
Disability Insurance, Life Insurance, Critical Illness, Employee Benefits, Underwriting, Term Life Insurance, Risk Management, Financial Risk, Financial Analysis, Group Insurance
Education
Rhode Island College
Bachelor of Arts (B.A.), Bachelor of Arts
Sun Life Financial November 1998 - Present
John Hancock Financial Services April 1998 - November 1998
Prudential Assurance January 1994 - April 1998
Skills
Disability Insurance, Life Insurance, Critical Illness, Employee Benefits, Underwriting, Term Life Insurance, Risk Management, Financial Risk, Financial Analysis, Group Insurance
Education
Rhode Island College
Bachelor of Arts (B.A.), Bachelor of Arts
Michael S. Walsh's John Hancock Financial Services Experience January 1999 - October 1999
Job Sr. Oncology Sales at Millennium Pharmaceuticals
Industry Biotechnology
Experience
Millennium Pharmaceuticals January 2012 - Present
Sanofi October 2007 - January 2012
Sanofi October 2005 - October 2007
Johnson & Johnson December 2004 - October 2005
Johnson & Johnson May 2003 - November 2004
Pfizer October 1999 - April 2003
John Hancock Financial Services January 1999 - October 1999
Stanley Bostitch January 1998 - January 1999
Skills
Direct Sales, Negotiation, New Business Development, Account Management, Urology, Selling, Oncology, Biotechnology, Buy, Nephrology, Hematology, Managed Care, Healthcare, Cardiology, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Sales
Education
Rowan University
Bachelor of Science, Business Administration/Marketing
Millennium Pharmaceuticals January 2012 - Present
Sanofi October 2007 - January 2012
Sanofi October 2005 - October 2007
Johnson & Johnson December 2004 - October 2005
Johnson & Johnson May 2003 - November 2004
Pfizer October 1999 - April 2003
John Hancock Financial Services January 1999 - October 1999
Stanley Bostitch January 1998 - January 1999
Skills
Direct Sales, Negotiation, New Business Development, Account Management, Urology, Selling, Oncology, Biotechnology, Buy, Nephrology, Hematology, Managed Care, Healthcare, Cardiology, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Sales
Education
Rowan University
Bachelor of Science, Business Administration/Marketing
Luann Vinson's John Hancock Financial Services Experience January 2013 - June 2013
Job Retail Loan Originator "at Chelsea Groton Bank" NMLS #1081296
Industry Banking
Experience
Chelsea Groton Bank July 2015 - Present
Simsbury Bank June 2013 - January 2015
John Hancock Financial Services January 2013 - June 2013
ISGN June 2010 - June 2011
Bank of America August 2008 - April 2009
American Home Mortgage January 2002 - August 2008
Vinson Real Estate May 1988 - June 2001
Bob Cunningham Realtors April 1986 - March 1988
Skills
Credit, New Business Development, Loans, Mortgage Lending, Residential Mortgages, FHA, Financial Analysis, First Time Home Buyers, Sellers, Finance, Mortgage Banking, Real Estate, Residential Homes, Sales, Single Family Homes, Short Sales, Investment Properties, Real Estate Transactions, Condos, Loan Origination, Refinance, Investors
Education
University of South Florida 1982 — 1983
BS, Finance
Saint Leo University 1979 — 1981
Business
Chelsea Groton Bank July 2015 - Present
Simsbury Bank June 2013 - January 2015
John Hancock Financial Services January 2013 - June 2013
ISGN June 2010 - June 2011
Bank of America August 2008 - April 2009
American Home Mortgage January 2002 - August 2008
Vinson Real Estate May 1988 - June 2001
Bob Cunningham Realtors April 1986 - March 1988
Skills
Credit, New Business Development, Loans, Mortgage Lending, Residential Mortgages, FHA, Financial Analysis, First Time Home Buyers, Sellers, Finance, Mortgage Banking, Real Estate, Residential Homes, Sales, Single Family Homes, Short Sales, Investment Properties, Real Estate Transactions, Condos, Loan Origination, Refinance, Investors
Education
University of South Florida 1982 — 1983
BS, Finance
Saint Leo University 1979 — 1981
Business
Leah Gleeson's John Hancock Financial Services Experience May 2014 - Present
Job Marketing Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - Present
John Hancock Financial Services February 2013 - May 2014
First Investors Corporation January 2011 - September 2012
Skills
Mutual Funds, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, InDesign, Series 7, Life Insurance, 401k, Outlook, Lotus Notes, Pre-sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BS, Business Management, Minor in Sociology
West Virginia University 2005 — 2007
Pre-Business, Pre-Journalism
John Hancock Financial Services May 2014 - Present
John Hancock Financial Services February 2013 - May 2014
First Investors Corporation January 2011 - September 2012
Skills
Mutual Funds, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, InDesign, Series 7, Life Insurance, 401k, Outlook, Lotus Notes, Pre-sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
BS, Business Management, Minor in Sociology
West Virginia University 2005 — 2007
Pre-Business, Pre-Journalism
Michael Aster's John Hancock Financial Services Experience 1992 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Bala Financial Group, Inc. 1992 - Present
John Hancock Financial Services 1992 - Present
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Finance/Economics
Shawnee High School & Medford Area
Bala Financial Group, Inc. 1992 - Present
John Hancock Financial Services 1992 - Present
Education
Rutgers University-New Brunswick 1984 — 1988
B.A., Finance/Economics
Shawnee High School & Medford Area
Bryan Gulachenski's John Hancock Financial Services Experience September 1999 - September 2004
Job
Industry Financial Services
Experience
StopBadware, Inc. March 2013 - Present
FHLB Boston December 2004 - February 2011
John Hancock Financial Services September 1999 - September 2004
New England Financial August 1997 - August 1999
Fidelity Investments October 1996 - August 1997
The MITRE Corporation May 1992 - October 1996
GTE Government Systems June 1988 - May 1992
Skills
Disaster Recovery, Business Continuity, Financial Risk, Integration, ITIL, IT Audit, Information Security..., Network Security, Information Security, Governance, Computer Security, Security Policy, Risk Assessment, IT Strategy, Security, Program Management, Data Security, PCI DSS, Vulnerability Management, Vulnerability Assessment, Enterprise Software, PKI, Information Technology, Virtualization, IT Management, Incident Management, Data Center, Security Audits, Business Continuity..., Networking, VMware, Enterprise Architecture, Vendor Management, Active Directory, Penetration Testing, CISA, Visio, GLBA, CISSP, ISO 27001, Security Awareness, Security Architecture..., Application Security, Cloud Security, Identity Management, Intrusion Detection
Education
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer and Systems Engineering
StopBadware, Inc. March 2013 - Present
FHLB Boston December 2004 - February 2011
John Hancock Financial Services September 1999 - September 2004
New England Financial August 1997 - August 1999
Fidelity Investments October 1996 - August 1997
The MITRE Corporation May 1992 - October 1996
GTE Government Systems June 1988 - May 1992
Skills
Disaster Recovery, Business Continuity, Financial Risk, Integration, ITIL, IT Audit, Information Security..., Network Security, Information Security, Governance, Computer Security, Security Policy, Risk Assessment, IT Strategy, Security, Program Management, Data Security, PCI DSS, Vulnerability Management, Vulnerability Assessment, Enterprise Software, PKI, Information Technology, Virtualization, IT Management, Incident Management, Data Center, Security Audits, Business Continuity..., Networking, VMware, Enterprise Architecture, Vendor Management, Active Directory, Penetration Testing, CISA, Visio, GLBA, CISSP, ISO 27001, Security Awareness, Security Architecture..., Application Security, Cloud Security, Identity Management, Intrusion Detection
Education
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer and Systems Engineering
Kevin H Kang's John Hancock Financial Services Experience March 2013 - September 2014
Job Actuarial Consultant at EY
Industry Insurance
Experience
EY September 2014 - Present
John Hancock Financial Services March 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) February 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
Education
Rensselaer Polytechnic Institute 2007 — 2010
B.S, Mathematics of Operations Research
EY September 2014 - Present
John Hancock Financial Services March 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) February 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
Education
Rensselaer Polytechnic Institute 2007 — 2010
B.S, Mathematics of Operations Research
Bruce Cafaro's John Hancock Financial Services Experience 2001 - 2010
Job Senior Business/System Analyst AVP at State Street Bank
Industry Computer Software
Experience
State Street Bank August 2010 - Present
Millennia Technologies Inc. November 1995 - August 2010
John Hancock Financial Services 2001 - 2010
Skills
SDLC, Software Project..., Software Development, Requirements Analysis, Data Warehousing, Business Analysis, Microsoft SQL Server, PL/SQL, DB2, Agile Methodologies, Enterprise Architecture, .NET, COBOL, Business Process...
Education
Rhode Island College 1979 — 1983
Bachelor of Arts (B.A.), Computer Science
State Street Bank August 2010 - Present
Millennia Technologies Inc. November 1995 - August 2010
John Hancock Financial Services 2001 - 2010
Skills
SDLC, Software Project..., Software Development, Requirements Analysis, Data Warehousing, Business Analysis, Microsoft SQL Server, PL/SQL, DB2, Agile Methodologies, Enterprise Architecture, .NET, COBOL, Business Process...
Education
Rhode Island College 1979 — 1983
Bachelor of Arts (B.A.), Computer Science
Jeff DelGrosso's John Hancock Financial Services Experience March 2006 - Present
Job Case Management
Industry Insurance
Experience
John Hancock Financial Services March 2006 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Saint Joseph's College 2001 — 2005
BS, Business Administration and Management, General
John Hancock Financial Services March 2006 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Saint Joseph's College 2001 — 2005
BS, Business Administration and Management, General
Jean McFadden's John Hancock Financial Services Experience April 1995 - August 1998
Job Product Development/Project Mgmt at Dorchester Capital Mgmt
Industry Financial Services
Experience
Dorchester Capital Mgmt April 2007 - Present
Invesco August 1989 - March 2007
John Hancock Financial Services April 1995 - August 1998
Transamerica Fund Mgmt Co. February 1990 - April 1995
Skills
Project Management, Marketing Communications, Editing, Strategic Planning, Customer Service, Research Analysis, Product Management, Product Training
Education
Rice University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Washington College
Bachelor of Arts (B.A.), French Language and Literature
Dorchester Capital Mgmt April 2007 - Present
Invesco August 1989 - March 2007
John Hancock Financial Services April 1995 - August 1998
Transamerica Fund Mgmt Co. February 1990 - April 1995
Skills
Project Management, Marketing Communications, Editing, Strategic Planning, Customer Service, Research Analysis, Product Management, Product Training
Education
Rice University 1987 — 1989
Master of Business Administration (M.B.A.), Marketing
Washington College
Bachelor of Arts (B.A.), French Language and Literature
Schazelle York Narayan's John Hancock Financial Services Experience October 2011 - April 2015
Job Training and Development Specialist, Manulife Financial Ontario Certified Teacher Intermediate/Senior
Industry Education Management
Experience
Manulife Financial April 2015 - Present
John Hancock Financial Services October 2011 - April 2015
Skills
Customer Service, Insurance, Account Management, Coaching, Team Leadership, Business Development, Training, Marketing Strategy, Direct Sales, Recruiting, Strategic Planning, Team Building, Leadership, Cold Calling, Selling, Sales Process, Team Management, CRM, Management
Education
York University
Special Education Part 1, Special Education and Teaching
York University
Bachelor of Education (BEd), Intermediate Senior, English and Social Sciences
York University
Bachelor of Arts (BA), Honors, Sociology and English
Seneca College of Applied Arts and Technology
Adult Education/Staff Training, Adult and Continuing Education and Teaching
Manulife Financial April 2015 - Present
John Hancock Financial Services October 2011 - April 2015
Skills
Customer Service, Insurance, Account Management, Coaching, Team Leadership, Business Development, Training, Marketing Strategy, Direct Sales, Recruiting, Strategic Planning, Team Building, Leadership, Cold Calling, Selling, Sales Process, Team Management, CRM, Management
Education
York University
Special Education Part 1, Special Education and Teaching
York University
Bachelor of Education (BEd), Intermediate Senior, English and Social Sciences
York University
Bachelor of Arts (BA), Honors, Sociology and English
Seneca College of Applied Arts and Technology
Adult Education/Staff Training, Adult and Continuing Education and Teaching
Sangeeta K's John Hancock Financial Services Experience February 2003 - August 2009
Job Financial Professional
Industry Financial Services
Experience
Starlight Insurance Brokerage Inc July 2012 - May 2014
Prudential Ins Co of America August 2009 - June 2012
John Hancock Financial Services February 2003 - August 2009
Citibank NA May 1999 - July 2000
John Hancock Financial Services June 1997 - May 1999
The Gold Collection January 1988 - April 1995
Skills
Customer Service, Management, Sales, Leadership, Microsoft Excel, Recruiting, Team Building, Microsoft Office, New Business Development, Coaching, Human Resources, Cold Calling, Small Business, Public Speaking, Marketing Strategy, Business Strategy, Training
Education
Shreemati Nathibai Damodar Thackersey Women's University 1982 — 1987
Bachelor of Home Science (BS), Family Resource Management & Hotel Management
Divine Child High School 1972 — 1982
Diploma, General Studies
Starlight Insurance Brokerage Inc July 2012 - May 2014
Prudential Ins Co of America August 2009 - June 2012
John Hancock Financial Services February 2003 - August 2009
Citibank NA May 1999 - July 2000
John Hancock Financial Services June 1997 - May 1999
The Gold Collection January 1988 - April 1995
Skills
Customer Service, Management, Sales, Leadership, Microsoft Excel, Recruiting, Team Building, Microsoft Office, New Business Development, Coaching, Human Resources, Cold Calling, Small Business, Public Speaking, Marketing Strategy, Business Strategy, Training
Education
Shreemati Nathibai Damodar Thackersey Women's University 1982 — 1987
Bachelor of Home Science (BS), Family Resource Management & Hotel Management
Divine Child High School 1972 — 1982
Diploma, General Studies
Dee Jacobs's John Hancock Financial Services Experience January 2012 - Present
Job Director, Relationship Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2010
Bowman Price Financial Network January 2000 - November 2007
Starbucks 1998 - 2000
Skills
401k, Series 7, Series 24, Series 63, Retirement Planning, Qualified Retirement..., Mutual Funds, Business Planning, Customer Service, Finance, Financial Services, Investments, Relationship Management, Retirement, Series 6
Education
Seattle University
BA
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2010
Bowman Price Financial Network January 2000 - November 2007
Starbucks 1998 - 2000
Skills
401k, Series 7, Series 24, Series 63, Retirement Planning, Qualified Retirement..., Mutual Funds, Business Planning, Customer Service, Finance, Financial Services, Investments, Relationship Management, Retirement, Series 6
Education
Seattle University
BA
Hugh Henig's John Hancock Financial Services Experience 1991 - 1994
Job Vice President at Retired
Industry Online Media
Experience
Retired 1985 - Present
John Hancock Financial Services 1991 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick 1947 — 1950
Economics
Retired 1985 - Present
John Hancock Financial Services 1991 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick 1947 — 1950
Economics
Lawrence Scoloveno,CLU, ChFC's John Hancock Financial Services Experience April 1984 - August 1995
Job Wealth Manager at Christopher Edwards Financial Associates
Industry Financial Services
Experience
Invest Financial June 2010 - Present
Christopher Edwards Financial Associaes May 2010 - Present
Bank of America, PNC Bank August 1995 - October 2009
John Hancock Financial Services April 1984 - August 1995
Skills
Wealth Management, Series 7, Financial Planning, Financial Advisory, Mutual Funds, Annuities, Long Term Care, Investments, Asset Management, Securities, Portfolio Management, Equities, Insurance, Retirement Planning, Investment Advisory, Estate Planning, Fixed Income, Trading, Retirement Income..., Retirement, Financial Analysis, Comprehensive Wealth..., Insurance Planning, IRA's, Asset Allocation, 401k, Financial Planners, Life Insurance, Series 63, Wealth, Finance
Education
American College 2000 — 2002
CLU, CHFC, Financial Planning and Services
Rutgers, The State University of New Jersey-Newark 1973 — 1977
BA, Accounting/Business
Invest Financial June 2010 - Present
Christopher Edwards Financial Associaes May 2010 - Present
Bank of America, PNC Bank August 1995 - October 2009
John Hancock Financial Services April 1984 - August 1995
Skills
Wealth Management, Series 7, Financial Planning, Financial Advisory, Mutual Funds, Annuities, Long Term Care, Investments, Asset Management, Securities, Portfolio Management, Equities, Insurance, Retirement Planning, Investment Advisory, Estate Planning, Fixed Income, Trading, Retirement Income..., Retirement, Financial Analysis, Comprehensive Wealth..., Insurance Planning, IRA's, Asset Allocation, 401k, Financial Planners, Life Insurance, Series 63, Wealth, Finance
Education
American College 2000 — 2002
CLU, CHFC, Financial Planning and Services
Rutgers, The State University of New Jersey-Newark 1973 — 1977
BA, Accounting/Business
Paul Stoey's John Hancock Financial Services Experience February 2001 - Present
Job Senior Claims Operations Analyst at JH
Industry Insurance
Experience
John Hancock Financial Services February 2001 - Present
Skills
Business Process Mapping, Liability, Claims Management, Continuous Improvement, Claim, Health Insurance, Insurance, Continuous Integration, Reinsurance, Commercial Insurance, Subrogation, Claim Investigation, General Insurance, Microsoft Excel, Process Improvement, Life Insurance, Sales
Education
Essex Agricultural and Technical Institute
Associate of Science (A.S.), Culinary Arts and Restaurant Management
Salem State College
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
John Hancock Financial Services February 2001 - Present
Skills
Business Process Mapping, Liability, Claims Management, Continuous Improvement, Claim, Health Insurance, Insurance, Continuous Integration, Reinsurance, Commercial Insurance, Subrogation, Claim Investigation, General Insurance, Microsoft Excel, Process Improvement, Life Insurance, Sales
Education
Essex Agricultural and Technical Institute
Associate of Science (A.S.), Culinary Arts and Restaurant Management
Salem State College
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Mark Rieman's John Hancock Financial Services Experience April 1994 - November 1996
Job Training Specialist at Fidelis Care
Industry Insurance
Experience
Fidelis Care March 2012 - Present
J. Smith Lanier & Co. August 2008 - January 2009
MetLife March 2007 - June 2008
McKesson Health Solutions November 1996 - May 2002
John Hancock Financial Services April 1994 - November 1996
MetLife August 1988 - December 1994
Skills
Key Account Management, Health Insurance, Government Programs, Account Developement, Training & Development, Business Strategy, Business Analysis, Business Process..., Sales Presentations
Education
Roosevelt University 2002 — 2006
Bachelor's degree, Political Science and Government
Fidelis Care March 2012 - Present
J. Smith Lanier & Co. August 2008 - January 2009
MetLife March 2007 - June 2008
McKesson Health Solutions November 1996 - May 2002
John Hancock Financial Services April 1994 - November 1996
MetLife August 1988 - December 1994
Skills
Key Account Management, Health Insurance, Government Programs, Account Developement, Training & Development, Business Strategy, Business Analysis, Business Process..., Sales Presentations
Education
Roosevelt University 2002 — 2006
Bachelor's degree, Political Science and Government
Paul Stoey's John Hancock Financial Services Experience February 2001 - Present
Job Claims Operations at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2001 - Present
Education
Salem State College 1996 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Essex Aggie 1986 — 1988
Associate of Science (A.S.), Culinary Arts and Related Services
John Hancock Financial Services February 2001 - Present
Education
Salem State College 1996 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Essex Aggie 1986 — 1988
Associate of Science (A.S.), Culinary Arts and Related Services
Walter Rowland's John Hancock Financial Services Experience February 1982 - September 1986
Job POSTMASTER at United States Postal Service
Industry Government Administration
Experience
United States Postal Service October 1986 - Present
John Hancock Financial Services February 1982 - September 1986
Education
University of Hartford 1999 — 2002
Master of Business Administration (M.B.A.), Organizational Leadership
Rhode Island College 1990 — 1993
Bachelor of Science (B.S.), Marketing/Marketing Management, General
United States Postal Service October 1986 - Present
John Hancock Financial Services February 1982 - September 1986
Education
University of Hartford 1999 — 2002
Master of Business Administration (M.B.A.), Organizational Leadership
Rhode Island College 1990 — 1993
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chuck McSherry's John Hancock Financial Services Experience March 2006 - Present
Job EMarketing Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2006 - Present
Skills
Email Marketing, Marketing, SDLC, E-commerce
Education
Saint Anselm College 1985 — 1989
Bachelor of Arts (BA), Business
John Hancock Financial Services March 2006 - Present
Skills
Email Marketing, Marketing, SDLC, E-commerce
Education
Saint Anselm College 1985 — 1989
Bachelor of Arts (BA), Business
Douglas Bilenski's John Hancock Financial Services Experience July 1961 - July 1996
Job Financial Consultant at DMG Financial LLC
Industry Financial Services
Experience
DMG Financial LLC May 2013 - Present
LPL Financial, LLC December 2010 - October 2012
John Hancock Financial Services July 1961 - July 1996
Skills
Strategic Financial..., Retirement, Retirement Planning, Fixed Annuities, Insurance
Education
Professional School of Business 1964 — 1968
Real Estate Broker, Casualty Broker
Rutgers, The State University of New Jersey-Newark 1958 — 1960
DMG Financial LLC May 2013 - Present
LPL Financial, LLC December 2010 - October 2012
John Hancock Financial Services July 1961 - July 1996
Skills
Strategic Financial..., Retirement, Retirement Planning, Fixed Annuities, Insurance
Education
Professional School of Business 1964 — 1968
Real Estate Broker, Casualty Broker
Rutgers, The State University of New Jersey-Newark 1958 — 1960
Lisa Pelletier's John Hancock Financial Services Experience May 2014 - Present
Job IT Project Manager at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services May 2014 - Present
MetLife March 2009 - November 2013
MetLife January 2006 - March 2009
MetLife June 2005 - January 2006
Lifeline Systems 1994 - 2002
Skills
Vendor Management, SDLC, Requirements Gathering, Risk Management, Visio, Process Improvement, Business Analysis, Requirements Analysis, PMP, Project Portfolio..., Project Delivery, PMO, Project Management, Software Project..., IT Strategy, Enterprise Architecture
Education
George Washington University 2013 — 2013
Certificate in IT Project Management
Salem State University 1989 — 1990
General Studies
John Hancock Financial Services May 2014 - Present
MetLife March 2009 - November 2013
MetLife January 2006 - March 2009
MetLife June 2005 - January 2006
Lifeline Systems 1994 - 2002
Skills
Vendor Management, SDLC, Requirements Gathering, Risk Management, Visio, Process Improvement, Business Analysis, Requirements Analysis, PMP, Project Portfolio..., Project Delivery, PMO, Project Management, Software Project..., IT Strategy, Enterprise Architecture
Education
George Washington University 2013 — 2013
Certificate in IT Project Management
Salem State University 1989 — 1990
General Studies
Richard Waldo's John Hancock Financial Services Experience December 2001 - Present
Job
Industry Insurance
Experience
John Hancock Financial Services December 2001 - Present
Education
Seattle Pacific University 1958 — 1962
Psychology
John Hancock Financial Services December 2001 - Present
Education
Seattle Pacific University 1958 — 1962
Psychology
Richard Tardiff's John Hancock Financial Services Experience May 2011 - June 2013
Job Vice President, Office of Regulatory Strategy and Execution
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Andrew Genovese's John Hancock Financial Services Experience December 2009 - June 2014
Job Legal product at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2014 - Present
John Hancock Financial Services December 2009 - June 2014
John Hancock Financial Services December 2009 - May 2012
John Hancock Financial Services June 2007 - December 2009
Education
Saint Anselm College 2003 — 2007
Natixis Global Asset Management June 2014 - Present
John Hancock Financial Services December 2009 - June 2014
John Hancock Financial Services December 2009 - May 2012
John Hancock Financial Services June 2007 - December 2009
Education
Saint Anselm College 2003 — 2007
John Hancock Life Insurance Company (U.S.A.)
Ameritas
Central States Indemnity
John Hancock Financial
John Hancock Life Insurance Company
John Hancock Mutual Life Insurance Company
JOHN HANCOCK INSURANCE
John Hancock Financial Services, Inc.