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
Christopher McKinley Christopher McKinley's John Hancock Financial Services Experience March 1994 - March 2000
Job Executive Vice President, Development and Fundraising Strategist
Industry Marketing and Advertising
Experience
CDR Fundraising Group December 2014 - Present
Grizzard Communications Group September 2011 - December 2014
Merkle March 2010 - August 2011
International Fund for Animal Welfare November 2007 - March 2010
March of Dimes June 2005 - November 2007
Intellidyn Corp. November 2004 - May 2005
Epsilon March 2000 - November 2004
John Hancock Financial Services March 1994 - March 2000
Skills
Digital Marketing, Direct Marketing, Marketing Strategy, Analytics, Strategy, Integrated Marketing, Marketing, Direct Mail, Nonprofits, Cross-functional Team..., Market Research, CRM, Segmentation, Event Planning, Web Analytics, Fundraising, Brand Management, Program Management, Database Marketing, Marketing Communications, Account Management, Leadership, Management, Strategic Partnerships, Email Marketing, Multi-channel Marketing, Strategic Leadership, Strategic Planning, Creative Direction, New Business Development, Project Management, Mobile Devices, Online Marketing, Interactive Marketing, Social Media Marketing, Advertising, Online Advertising, Social Media, Digital Strategy, Lead Generation, Campaign Management, Social Networking
Education
Omnicom University 2012 — 2012
Suffolk University
B.S., Marketing
Xaverian Brothers High School
CDR Fundraising Group December 2014 - Present
Grizzard Communications Group September 2011 - December 2014
Merkle March 2010 - August 2011
International Fund for Animal Welfare November 2007 - March 2010
March of Dimes June 2005 - November 2007
Intellidyn Corp. November 2004 - May 2005
Epsilon March 2000 - November 2004
John Hancock Financial Services March 1994 - March 2000
Skills
Digital Marketing, Direct Marketing, Marketing Strategy, Analytics, Strategy, Integrated Marketing, Marketing, Direct Mail, Nonprofits, Cross-functional Team..., Market Research, CRM, Segmentation, Event Planning, Web Analytics, Fundraising, Brand Management, Program Management, Database Marketing, Marketing Communications, Account Management, Leadership, Management, Strategic Partnerships, Email Marketing, Multi-channel Marketing, Strategic Leadership, Strategic Planning, Creative Direction, New Business Development, Project Management, Mobile Devices, Online Marketing, Interactive Marketing, Social Media Marketing, Advertising, Online Advertising, Social Media, Digital Strategy, Lead Generation, Campaign Management, Social Networking
Education
Omnicom University 2012 — 2012
Suffolk University
B.S., Marketing
Xaverian Brothers High School
Danielle Nadeau Danielle Nadeau's John Hancock Financial Services Experience August 2010 - December 2011
Job STD Claims Associate at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
Liberty Mutual Insurance January 2012 - Present
John Hancock Financial Services August 2010 - December 2011
Southern New Hampshire University August 2007 - May 2010
Manchester Monarchs October 2007 - March 2010
Story Land May 2002 - October 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Publisher, Report Writing, Procedure Manuals, Employee Training, Property & Casualty..., Team Management, Fundraising, Invoicing, Sales, Accounting, Marketing, Research, Time Management, Data Entry, Analysis, Finance, Outlook, Insurance, Teamwork, Data Analysis, Customer Satisfaction, Call Centers, Training, Leadership, Administration, PowerPoint, Process Improvement, Management, Customer Retention, Microsoft Office, Customer Experience, Spreadsheets, Telephone Skills, Public Speaking
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Finance/Ecomonics, Cum Laude
Sun Life Financial September 2014 - Present
Liberty Mutual Insurance January 2012 - Present
John Hancock Financial Services August 2010 - December 2011
Southern New Hampshire University August 2007 - May 2010
Manchester Monarchs October 2007 - March 2010
Story Land May 2002 - October 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Publisher, Report Writing, Procedure Manuals, Employee Training, Property & Casualty..., Team Management, Fundraising, Invoicing, Sales, Accounting, Marketing, Research, Time Management, Data Entry, Analysis, Finance, Outlook, Insurance, Teamwork, Data Analysis, Customer Satisfaction, Call Centers, Training, Leadership, Administration, PowerPoint, Process Improvement, Management, Customer Retention, Microsoft Office, Customer Experience, Spreadsheets, Telephone Skills, Public Speaking
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Finance/Ecomonics, Cum Laude
Danielle DeStefano Danielle DeStefano's John Hancock Financial Services Experience June 2012 - September 2012
Job Actuary
Industry Financial Services
Experience
Grandpa Sam's Italian Restaurant 2009 - Present
John Hancock Financial Services June 2012 - September 2012
Kodak January 2007 - August 2007
Education
SUNY Brockport 2011 — 2013
Bachelor of Science, Mathematics
SUNY at Buffalo
Grandpa Sam's Italian Restaurant 2009 - Present
John Hancock Financial Services June 2012 - September 2012
Kodak January 2007 - August 2007
Education
SUNY Brockport 2011 — 2013
Bachelor of Science, Mathematics
SUNY at Buffalo
Emily Kim Ae Sun Hunter's John Hancock Financial Services Experience January 2013 - Present
Job Workforce Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Victorian Park May 2004 - October 2012
Abercrombie & Fitch November 2011 - June 2012
Skills
Leadership, Public Speaking, Employee Training, Psychology, Customer Service, Management, Training, Time Management, Interviews, Social Networking, Team Leadership, Marketing, Team Management, Customer Satisfaction, Team Building, Social Media Marketing, Account Management, Project Management, Employee Relations, Strategic Planning, Customer Experience, Hiring, Operations Management, Event Management, Forecasting, Microsoft Excel, Call Centers, Data Analysis, Finance, Process Improvement, Financial Analysis, PowerPoint, Analysis, SharePoint, Statistics, Financial Modeling, Performance Management, Leadership Development, Insurance, Organizational..., Workforce Management, Strategy, Risk Management
Education
Southern New Hampshire University 2015 — 2018
Master of Business Administration (M.B.A.), International Business
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 2006 — 2011
Bachelor of Arts, Psychology
Pinkerton Academy 2004 — 2006
John Hancock Financial Services January 2013 - Present
Victorian Park May 2004 - October 2012
Abercrombie & Fitch November 2011 - June 2012
Skills
Leadership, Public Speaking, Employee Training, Psychology, Customer Service, Management, Training, Time Management, Interviews, Social Networking, Team Leadership, Marketing, Team Management, Customer Satisfaction, Team Building, Social Media Marketing, Account Management, Project Management, Employee Relations, Strategic Planning, Customer Experience, Hiring, Operations Management, Event Management, Forecasting, Microsoft Excel, Call Centers, Data Analysis, Finance, Process Improvement, Financial Analysis, PowerPoint, Analysis, SharePoint, Statistics, Financial Modeling, Performance Management, Leadership Development, Insurance, Organizational..., Workforce Management, Strategy, Risk Management
Education
Southern New Hampshire University 2015 — 2018
Master of Business Administration (M.B.A.), International Business
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 2006 — 2011
Bachelor of Arts, Psychology
Pinkerton Academy 2004 — 2006
Albert Chou Albert Chou's John Hancock Financial Services Experience June 2011 - August 2011
Job Private Client Associate at Bernstein Private Wealth Management
Industry Government Administration
Experience
Bernstein Private Wealth Management July 2015 - Present
Social Security Administration August 2014 - June 2015
Chernoff Diamond & Co., LLC January 2012 - August 2014
John Hancock Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Morningstar Office, Data Analysis, Retirement Planning, Investment Advisory, Customer Service, Financial Analysis, Investment Portfolio..., Microsoft Word, PowerPoint
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Political Science
Bernstein Private Wealth Management July 2015 - Present
Social Security Administration August 2014 - June 2015
Chernoff Diamond & Co., LLC January 2012 - August 2014
John Hancock Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Morningstar Office, Data Analysis, Retirement Planning, Investment Advisory, Customer Service, Financial Analysis, Investment Portfolio..., Microsoft Word, PowerPoint
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Political Science
David Amoyal's John Hancock Financial Services Experience March 2014 - Present
Job Manager Retirement Plan Consolidation at John Hancock Financial Services
Industry Financial Services
Experience
ESPN June 2015 - Present
John Hancock Financial Services March 2014 - Present
GianlucaDiMarzio.com July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - March 2014
Vavel USA April 2013 - December 2013
JuveFC.com August 2011 - September 2013
Pioneer Investments November 2008 - May 2012
Pioneer Investments January 2008 - May 2012
Pioneer Investments November 2005 - October 2008
2005-2008 November 2005 - September 2008
Skills
Customer Presentations, Presentation Development, Presentation Coaching, Data Presentation, Data Analysis, Data Entry, Database Mining, Report Writing, Report Generation, Sampling, Call Center, Financial Analysis, Creative Writing, Coaching Staff, Supervisory Skills, Customer Relations, HTML, Process Improvement, Customer Feedback, Survey Design, Employee Surveys, Business Relationship..., Languages, Italian, conversational French, Customer Service, Management, Call Centers, Finance, Microsoft Excel, Financial Services, Analysis, Coaching, Investments, Training, Mutual Funds, PowerPoint, Project Management, Microsoft Office
Education
Suffolk University
BA, Business Administration
Suffolk University
Bachelor of Science; BA, Business Administration; 2002
Suffolk University
Bachelor of Science; BA, Business Administration; 2002
ESPN June 2015 - Present
John Hancock Financial Services March 2014 - Present
GianlucaDiMarzio.com July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - March 2014
Vavel USA April 2013 - December 2013
JuveFC.com August 2011 - September 2013
Pioneer Investments November 2008 - May 2012
Pioneer Investments January 2008 - May 2012
Pioneer Investments November 2005 - October 2008
2005-2008 November 2005 - September 2008
Skills
Customer Presentations, Presentation Development, Presentation Coaching, Data Presentation, Data Analysis, Data Entry, Database Mining, Report Writing, Report Generation, Sampling, Call Center, Financial Analysis, Creative Writing, Coaching Staff, Supervisory Skills, Customer Relations, HTML, Process Improvement, Customer Feedback, Survey Design, Employee Surveys, Business Relationship..., Languages, Italian, conversational French, Customer Service, Management, Call Centers, Finance, Microsoft Excel, Financial Services, Analysis, Coaching, Investments, Training, Mutual Funds, PowerPoint, Project Management, Microsoft Office
Education
Suffolk University
BA, Business Administration
Suffolk University
Bachelor of Science; BA, Business Administration; 2002
Suffolk University
Bachelor of Science; BA, Business Administration; 2002
Tracy Puleo Tracy Puleo's John Hancock Financial Services Experience April 2013 - Present
Job Regional Vice President at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
Lincoln Financial Group December 2010 - April 2013
Paychex July 2001 - December 2010
Entercom 1999 - 2001
Skills
401k, Employee Benefits, Retirement Plan..., Sales Presentations, PEO, Salesforce.com, Cold Calling, Insurance, Series 6, Series 63, Outside Sales, Qualified Retirement..., Defined Contribution, Defined Benefit, Retirement, Benefits Administration, Coaching, Sales, ERISA, Sales Process, Leadership, Series 7, Life Insurance
Education
State University of New York College at Buffalo 1990 — 1994
Hilbert College 1990 — 1993
John Hancock Financial Services April 2013 - Present
Lincoln Financial Group December 2010 - April 2013
Paychex July 2001 - December 2010
Entercom 1999 - 2001
Skills
401k, Employee Benefits, Retirement Plan..., Sales Presentations, PEO, Salesforce.com, Cold Calling, Insurance, Series 6, Series 63, Outside Sales, Qualified Retirement..., Defined Contribution, Defined Benefit, Retirement, Benefits Administration, Coaching, Sales, ERISA, Sales Process, Leadership, Series 7, Life Insurance
Education
State University of New York College at Buffalo 1990 — 1994
Hilbert College 1990 — 1993
Janet Marconi Janet Marconi's John Hancock Financial Services Experience October 2013 - Present
Job Assistant Vice President, Product Management
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
Howard Byrd Howard Byrd's John Hancock Financial Services Experience 2006 - 2008
Job Enterprise Account Executive at Shareablee, Inc
Industry Internet
Experience
Shareablee, Inc April 2015 - Present
CrowdTwist, Inc. September 2014 - April 2015
Blank Slate Factory, Inc. July 2013 - 2014
Patch.com July 2011 - June 2013
Patch.com February 2011 - July 2011
Google November 2009 - December 2010
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2006 - 2008
Skills
Online Advertising, Salesforce.com, Digital Media, Digital Marketing, CRM, Social Media, Management, Strategy, Sales, Social Media Marketing, Account Management, Selling, Marketing, Leadership, Sales Operations, Analytics
Education
State University of New York College at Buffalo 2000 — 2005
Bachelor of Science, Business Management, Marketing
Port Richmond H.S. 1996 — 2000
Shareablee, Inc April 2015 - Present
CrowdTwist, Inc. September 2014 - April 2015
Blank Slate Factory, Inc. July 2013 - 2014
Patch.com July 2011 - June 2013
Patch.com February 2011 - July 2011
Google November 2009 - December 2010
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2006 - 2008
Skills
Online Advertising, Salesforce.com, Digital Media, Digital Marketing, CRM, Social Media, Management, Strategy, Sales, Social Media Marketing, Account Management, Selling, Marketing, Leadership, Sales Operations, Analytics
Education
State University of New York College at Buffalo 2000 — 2005
Bachelor of Science, Business Management, Marketing
Port Richmond H.S. 1996 — 2000
Melanie Yasner's John Hancock Financial Services Experience July 2004 - February 2006
Job Algebra Teacher
Industry Education Management
Experience
Sunrise Middle School August 2013 - Present
Unity School August 2012 - June 2013
Brookline Public Schools September 2010 - June 2012
Bank of America February 2006 - May 2009
John Hancock Financial Services July 2004 - February 2006
Skills
Staff Development, Nonprofits, Grant Writing, Teaching, Curriculum Design, Classroom, Public Speaking, Research
Education
Simmons College 2009 — 2010
Master's Degree, Masters in Teaching, 4.0
Tufts University 2000 — 2004
Bachelor's Degree, Economics, 3.66/4.0
Sunrise Middle School August 2013 - Present
Unity School August 2012 - June 2013
Brookline Public Schools September 2010 - June 2012
Bank of America February 2006 - May 2009
John Hancock Financial Services July 2004 - February 2006
Skills
Staff Development, Nonprofits, Grant Writing, Teaching, Curriculum Design, Classroom, Public Speaking, Research
Education
Simmons College 2009 — 2010
Master's Degree, Masters in Teaching, 4.0
Tufts University 2000 — 2004
Bachelor's Degree, Economics, 3.66/4.0
Gabriella R. Pecoraro Gabriella R. Pecoraro's John Hancock Financial Services Experience August 2012 - Present
Job Personal Financial Services at John Hancock
Industry Investment Management
Experience
John Hancock Financial Services August 2012 - Present
John Hancock Financial Services June 2011 - September 2012
Boston Mutual Life Insurance January 2011 - May 2011
Swiss Re June 2010 - August 2010
Skills
Management, Customer Service, Time Management, Teamwork, Microsoft Excel, PowerPoint, Long-term Care, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Social Media, Bloomberg, Troubleshooting, Public Speaking, Data Analysis, Event Planning, Sales, Access, Mutual Funds
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, International Business
John Hancock Financial Services August 2012 - Present
John Hancock Financial Services June 2011 - September 2012
Boston Mutual Life Insurance January 2011 - May 2011
Swiss Re June 2010 - August 2010
Skills
Management, Customer Service, Time Management, Teamwork, Microsoft Excel, PowerPoint, Long-term Care, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Social Media, Bloomberg, Troubleshooting, Public Speaking, Data Analysis, Event Planning, Sales, Access, Mutual Funds
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, International Business
Cassie Hannon's John Hancock Financial Services Experience September 2013 - April 2014
Job Head of Growth Marketing at Statisfy
Industry Marketing and Advertising
Experience
Statisfy May 2015 - Present
Statisfy February 2015 - May 2015
Responsive Inbound Marketing, LLC. October 2014 - December 2014
Cape Cod Sea Camps May 2014 - September 2014
John Hancock Financial Services September 2013 - April 2014
The Black Dog Tavern, Co. May 2009 - August 2013
Skills
Social Media, Time Management, Microsoft Excel, Microsoft Office, SEO, Sales, Customer Service, Editing, Microsoft Word, Communication, Inventory Management, Content Development, Team Leadership, HubSpot, Inbound Marketing, Content Management, Growth Hacking, Community Outreach, Team Management, Public Speaking, Marketing, Social Media Marketing, Management, Social Networking
Education
Suffolk University 2011 — 2015
Marketing, Entrepreneurship/Entrepreneurial Studies
Harwich High School 2008 — 2011
Statisfy May 2015 - Present
Statisfy February 2015 - May 2015
Responsive Inbound Marketing, LLC. October 2014 - December 2014
Cape Cod Sea Camps May 2014 - September 2014
John Hancock Financial Services September 2013 - April 2014
The Black Dog Tavern, Co. May 2009 - August 2013
Skills
Social Media, Time Management, Microsoft Excel, Microsoft Office, SEO, Sales, Customer Service, Editing, Microsoft Word, Communication, Inventory Management, Content Development, Team Leadership, HubSpot, Inbound Marketing, Content Management, Growth Hacking, Community Outreach, Team Management, Public Speaking, Marketing, Social Media Marketing, Management, Social Networking
Education
Suffolk University 2011 — 2015
Marketing, Entrepreneurship/Entrepreneurial Studies
Harwich High School 2008 — 2011
Ainsley Carbone Ainsley Carbone's John Hancock Financial Services Experience June 2015 - Present
Job Consolidation Specialist at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services June 2014 - May 2015
St. Lawrence University August 2010 - May 2014
Cosmopolitan Magazine September 2013 - December 2013
Skills
Blogging, Event Planning, Editing, Facebook, Microsoft Office, PowerPoint, Social Media, Public Relations, Social Media Marketing, Social Networking, Customer Service
Education
St. Lawrence University
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services June 2014 - May 2015
St. Lawrence University August 2010 - May 2014
Cosmopolitan Magazine September 2013 - December 2013
Skills
Blogging, Event Planning, Editing, Facebook, Microsoft Office, PowerPoint, Social Media, Public Relations, Social Media Marketing, Social Networking, Customer Service
Education
St. Lawrence University
Cynthia Murphy Cynthia Murphy's John Hancock Financial Services Experience 1984 - 1987
Job SVP and General Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters - IP Solutions 2012 - Present
Thomson Reuters - IP Solutions 2005 - 2011
Thomson Reuters - Dialog 2001 - 2005
Thomson Reuters - Sweet & Maxwell 2000 - 2001
Thomson Reuters - Sweet & Maxwell 1999 - 1999
Thomson Reuters - West 1997 - 1998
Thomson Reuters - West 1993 - 1996
Thomson Reuters - West 1990 - 1992
Boston University School of Law 1987 - 1990
John Hancock Financial Services 1984 - 1987
Skills
Marketing, Strategic Planning, Management, Marketing Strategy, Account Management, Program Management, Business Strategy, Business Planning, Sales Operations, Strategic Partnerships, Marketing Communications, Solution Selling, Analysis, Training, Business Development, Sales, Strategy, Product Development, Salesforce.com, CRM
Education
Simmons College 1983 — 1984
Master of Library & Information Science (M.L.I.S.)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
University of Maine 1978 — 1982
Bachelor's degree, Political Science and Government
Thomson Reuters - IP Solutions 2012 - Present
Thomson Reuters - IP Solutions 2005 - 2011
Thomson Reuters - Dialog 2001 - 2005
Thomson Reuters - Sweet & Maxwell 2000 - 2001
Thomson Reuters - Sweet & Maxwell 1999 - 1999
Thomson Reuters - West 1997 - 1998
Thomson Reuters - West 1993 - 1996
Thomson Reuters - West 1990 - 1992
Boston University School of Law 1987 - 1990
John Hancock Financial Services 1984 - 1987
Skills
Marketing, Strategic Planning, Management, Marketing Strategy, Account Management, Program Management, Business Strategy, Business Planning, Sales Operations, Strategic Partnerships, Marketing Communications, Solution Selling, Analysis, Training, Business Development, Sales, Strategy, Product Development, Salesforce.com, CRM
Education
Simmons College 1983 — 1984
Master of Library & Information Science (M.L.I.S.)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
University of Maine 1978 — 1982
Bachelor's degree, Political Science and Government
Amy Wholley Amy Wholley's John Hancock Financial Services Experience November 2013 - April 2014
Job Operations Manager
Industry Financial Services
Experience
Signator Investors, Inc. April 2014 - Present
John Hancock Financial Services November 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) March 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2012
Oarweed 2005 - 2011
Stonewall Kitchen January 2000 - January 2005
Skills
Lotus Notes, Financial Services, Microsoft Excel, SharePoint, Access, Microsoft Word, Leadership, Risk Management
Education
Southern New Hampshire University 2008 — 2011
bachelors, Business Admin
Signator Investors, Inc. April 2014 - Present
John Hancock Financial Services November 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) March 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2012
Oarweed 2005 - 2011
Stonewall Kitchen January 2000 - January 2005
Skills
Lotus Notes, Financial Services, Microsoft Excel, SharePoint, Access, Microsoft Word, Leadership, Risk Management
Education
Southern New Hampshire University 2008 — 2011
bachelors, Business Admin
Bailey Jacobs Bailey Jacobs's John Hancock Financial Services Experience February 2013 - Present
Job Mutual Funds Dealer Services Senior Team Leader at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
John Hancock Investments August 2006 - Present
John Hancock Financial Services February 2012 - March 2013
John Hancock Financial Services February 2008 - February 2012
John Hancock Financial Services August 2006 - February 2008
Skills
SDLC, Leadership, Financial Services, Mutual Funds, Quality Assurance, Series 63, Series 6, Team Leadership, AWD
Education
Suffolk University 2001 — 2005
Bachelor of Science (B.S.), Sociology
RHAM High School 1998 — 2001
John Hancock Financial Services February 2013 - Present
John Hancock Investments August 2006 - Present
John Hancock Financial Services February 2012 - March 2013
John Hancock Financial Services February 2008 - February 2012
John Hancock Financial Services August 2006 - February 2008
Skills
SDLC, Leadership, Financial Services, Mutual Funds, Quality Assurance, Series 63, Series 6, Team Leadership, AWD
Education
Suffolk University 2001 — 2005
Bachelor of Science (B.S.), Sociology
RHAM High School 1998 — 2001
Judith Romano Judith Romano's John Hancock Financial Services Experience 1993 - 2007
Job Executive Assistant | Event Planner | Graphic Designer | Writer
Industry Hospital & Health Care
Experience
Massachusetts General Hospital November 2010 - Present
Massachusetts General Hospital May 2007 - October 2010
John Hancock Financial Services 1993 - 2007
John Hancock Financial Services 1982 - 1993
Skills
Office Administration, Event Planning, Telephone Skills, Microsoft Office, Outlook, Event Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Publisher, Computer Graphics, Reporting Systems, Project Management, Teamwork, Training, Organization, Fundraising, Non-profits, Community Outreach, Public Speaking, Voiceovers, Storytelling, Narrating, Genealogy Research
Education
Southern New Hampshire University 1980 — 1982
AS
Massachusetts General Hospital November 2010 - Present
Massachusetts General Hospital May 2007 - October 2010
John Hancock Financial Services 1993 - 2007
John Hancock Financial Services 1982 - 1993
Skills
Office Administration, Event Planning, Telephone Skills, Microsoft Office, Outlook, Event Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Publisher, Computer Graphics, Reporting Systems, Project Management, Teamwork, Training, Organization, Fundraising, Non-profits, Community Outreach, Public Speaking, Voiceovers, Storytelling, Narrating, Genealogy Research
Education
Southern New Hampshire University 1980 — 1982
AS
Scott J Bishop Scott J Bishop's John Hancock Financial Services Experience January 1985 - September 1987
Job Senior Vice President at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter May 2015 - Present
U.S. RE Corporation June 2013 - May 2015
BMS Intermediaries, Inc March 2006 - June 2013
Guy Carpenter April 1999 - March 2006
Guilderland Reinsurance Company July 1989 - March 2006
Sentry Insurance September 1987 - July 1989
John Hancock Financial Services January 1985 - September 1987
John Hancock Financial Services March 1983 - January 1985
Glenmont Job Corps November 1981 - March 1983
Education
State University of New York College at Oneonta 1979 — 1982
Bachelor of Arts,, Business Economics
Guy Carpenter May 2015 - Present
U.S. RE Corporation June 2013 - May 2015
BMS Intermediaries, Inc March 2006 - June 2013
Guy Carpenter April 1999 - March 2006
Guilderland Reinsurance Company July 1989 - March 2006
Sentry Insurance September 1987 - July 1989
John Hancock Financial Services January 1985 - September 1987
John Hancock Financial Services March 1983 - January 1985
Glenmont Job Corps November 1981 - March 1983
Education
State University of New York College at Oneonta 1979 — 1982
Bachelor of Arts,, Business Economics
Colin W. Tooker, CFP CLU Colin W. Tooker, CFP CLU's John Hancock Financial Services Experience October 1990 - January 1994
Job Allstate Financial Professional
Industry Financial Services
Experience
Allstate July 1995 - Present
North Fork Bank February 1994 - June 1995
John Hancock Financial Services October 1990 - January 1994
Skills
Certified Financial..., Financial Services, Life Insurance, Fixed Annuities, Small Business, Term Life Insurance, Estate Planning, Long-term Care, Permanent Life Insurance, Investment Strategies, Retirement, IRAs, Universal Life, Employee Benefits, Long Term Care Insurance, Health Insurance, Whole Life, Executive Pay, Insurance, Disability Insurance, Long Term Care, IRA's, Retirement Income..., Annuities, Series 63, Series 6, 401k, Retirement Planning, Financial Planning, Insurance Planning
Education
Stony Brook University 1982 — 1984
BA, Economics
Susquehanna University 1980 — 1982
Bachelor of Science, Business Administration
Allstate July 1995 - Present
North Fork Bank February 1994 - June 1995
John Hancock Financial Services October 1990 - January 1994
Skills
Certified Financial..., Financial Services, Life Insurance, Fixed Annuities, Small Business, Term Life Insurance, Estate Planning, Long-term Care, Permanent Life Insurance, Investment Strategies, Retirement, IRAs, Universal Life, Employee Benefits, Long Term Care Insurance, Health Insurance, Whole Life, Executive Pay, Insurance, Disability Insurance, Long Term Care, IRA's, Retirement Income..., Annuities, Series 63, Series 6, 401k, Retirement Planning, Financial Planning, Insurance Planning
Education
Stony Brook University 1982 — 1984
BA, Economics
Susquehanna University 1980 — 1982
Bachelor of Science, Business Administration
Caroline Chan Caroline Chan's John Hancock Financial Services Experience May 2008 - November 2011
Job Associate Director Human Resources at KPMG LLP
Industry Human Resources
Experience
KPMG May 2014 - Present
inVentiv Health May 2013 - January 2014
John Hancock Life Insurance Company (U.S.A.) November 2011 - May 2013
John Hancock Financial Services May 2008 - November 2011
John Hancock Financial Services February 2006 - May 2008
KPMG LLP October 2000 - January 2006
Watson Wyatt 1998 - 2000
Skills
Employee Benefits, Deferred Compensation, Performance Management, Sarbanes-Oxley Act, Succession Planning, HRIS, Benefits Administration, Talent Management, Onboarding, Employee Engagement, Employee Relations, Human Resources, Recruiting, Talent Acquisition, Leadership, Personnel Management, HR Consulting, Process Improvement, Organizational Design, Analysis
Education
Suffolk University 1982 — 1986
B.S., Sociology/Psychology
KPMG May 2014 - Present
inVentiv Health May 2013 - January 2014
John Hancock Life Insurance Company (U.S.A.) November 2011 - May 2013
John Hancock Financial Services May 2008 - November 2011
John Hancock Financial Services February 2006 - May 2008
KPMG LLP October 2000 - January 2006
Watson Wyatt 1998 - 2000
Skills
Employee Benefits, Deferred Compensation, Performance Management, Sarbanes-Oxley Act, Succession Planning, HRIS, Benefits Administration, Talent Management, Onboarding, Employee Engagement, Employee Relations, Human Resources, Recruiting, Talent Acquisition, Leadership, Personnel Management, HR Consulting, Process Improvement, Organizational Design, Analysis
Education
Suffolk University 1982 — 1986
B.S., Sociology/Psychology
Greg Gable Greg Gable's John Hancock Financial Services Experience January 1992 - January 1993
Job Parts Manager at Sun Kool Air Conditioning
Industry Construction
Experience
Sun Kool Air Conditioning January 2010 - Present
Lee Company January 2005 - January 2007
Middle Tennessee Comfort January 1995 - January 2005
John Hancock Financial Services January 1992 - January 1993
MetLife January 1989 - January 1992
Skills
HVAC Controls, HVAC Parts, HVAC Diagnostics, Extended Warranty, Claims Handling, Part Inventory, Microsoft Excel, Microsoft Word, Claims Management, Part and Extended..., Golf
Education
St. Petersburg College 1987 — 1989
NONE, Mathematics and Statistics
Lakewood High School 1982 — 1986
Graduated 12th in my class with honors, General Studies
Sun Kool Air Conditioning January 2010 - Present
Lee Company January 2005 - January 2007
Middle Tennessee Comfort January 1995 - January 2005
John Hancock Financial Services January 1992 - January 1993
MetLife January 1989 - January 1992
Skills
HVAC Controls, HVAC Parts, HVAC Diagnostics, Extended Warranty, Claims Handling, Part Inventory, Microsoft Excel, Microsoft Word, Claims Management, Part and Extended..., Golf
Education
St. Petersburg College 1987 — 1989
NONE, Mathematics and Statistics
Lakewood High School 1982 — 1986
Graduated 12th in my class with honors, General Studies
Alan J. Besnoff, CFP, ChFC, CLU Alan J. Besnoff, CFP, ChFC, CLU's John Hancock Financial Services Experience 1996 - 1999
Job Securities Expert Witness & FINRA Arbitrator; Financial Services Professional and Leader
Industry Financial Services
Experience
Securities Expert Witness & Litigation Support, LLC September 2012 - Present
University of New Hampshire September 2013 - Present
Waddell & Reed 2000 - 2011
University of Connecticut 1999 - 1999
John Hancock Financial Services 1996 - 1999
John Hancock Financial Services 1986 - 1996
John Hancock Financial Services 1982 - 1986
Skills
FINRA Regulations, Retirement Plans, Financial Planning, 529 Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Fiduciary Duty, Compliance, Asset Allocation, Disability Insurance, Life Insurance, Long Term Care Insurance, Wrap Accounts, Securities, Investments, Investment Advisory, Financial Advisory, Public Speaking, Teaching, Litigation Support, Litigation Consulting, Securities Litigation, Supervisory Experience, FINRA Arbitration, Alternate Dispute..., Arbitration, Strategic Financial..., Retirement Planning, Estate Planning, FINRA, Finance, Alternative Dispute..., Series 63, Retirement, Insurance
Education
Southern Connecticut State University 1978 — 1982
BS, Political Science
Securities Expert Witness & Litigation Support, LLC September 2012 - Present
University of New Hampshire September 2013 - Present
Waddell & Reed 2000 - 2011
University of Connecticut 1999 - 1999
John Hancock Financial Services 1996 - 1999
John Hancock Financial Services 1986 - 1996
John Hancock Financial Services 1982 - 1986
Skills
FINRA Regulations, Retirement Plans, Financial Planning, 529 Plans, Mutual Funds, Variable Annuities, Fixed Annuities, Fiduciary Duty, Compliance, Asset Allocation, Disability Insurance, Life Insurance, Long Term Care Insurance, Wrap Accounts, Securities, Investments, Investment Advisory, Financial Advisory, Public Speaking, Teaching, Litigation Support, Litigation Consulting, Securities Litigation, Supervisory Experience, FINRA Arbitration, Alternate Dispute..., Arbitration, Strategic Financial..., Retirement Planning, Estate Planning, FINRA, Finance, Alternative Dispute..., Series 63, Retirement, Insurance
Education
Southern Connecticut State University 1978 — 1982
BS, Political Science
Michael Susee Michael Susee's John Hancock Financial Services Experience July 2000 - February 2002
Job Owner / President of Agency Distribution
Industry Insurance
Experience
Farmers Insurance Group April 2010 - Present
Cascade Pacific Financial Group February 2002 - April 2010
John Hancock Financial Services July 2000 - February 2002
Skills
Property & Casualty..., Liability, Small Business, Sales, Account Management, Risk Management, Customer Retention, New Business Development, Coaching, Team Building, Recruiting, Sales Presentations, Leadership Development, Negotiation, Management, Term Life Insurance, Life Insurance, Motorcycle
Education
Southern Oregon University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
University of Puget Sound 1995 — 1997
Business Administration and Management, General
Sprague
Sprague
Farmers Insurance Group April 2010 - Present
Cascade Pacific Financial Group February 2002 - April 2010
John Hancock Financial Services July 2000 - February 2002
Skills
Property & Casualty..., Liability, Small Business, Sales, Account Management, Risk Management, Customer Retention, New Business Development, Coaching, Team Building, Recruiting, Sales Presentations, Leadership Development, Negotiation, Management, Term Life Insurance, Life Insurance, Motorcycle
Education
Southern Oregon University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
University of Puget Sound 1995 — 1997
Business Administration and Management, General
Sprague
Sprague
Samantha Biernbrauer Samantha Biernbrauer's John Hancock Financial Services Experience April 2011 - April 2014
Job Health and benefits at Paychex
Industry Insurance
Experience
Paychex September 2014 - Present
Wegmans Food Markets 2006 - September 2014
John Hancock Financial Services April 2011 - April 2014
Skills
Cashiering, Merchandising, Retail, Customer Service, Retail Sales, Visual Merchandising, Inventory Management, Inventory Control, Customer Satisfaction, Time Management, Data Entry, Planograms, Microsoft Word, Microsoft Office, Phone Etiquette, Telephone Skills, Store Operations, Process Scheduler
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Aquinas Institute 2006 — 2008
Paychex September 2014 - Present
Wegmans Food Markets 2006 - September 2014
John Hancock Financial Services April 2011 - April 2014
Skills
Cashiering, Merchandising, Retail, Customer Service, Retail Sales, Visual Merchandising, Inventory Management, Inventory Control, Customer Satisfaction, Time Management, Data Entry, Planograms, Microsoft Word, Microsoft Office, Phone Etiquette, Telephone Skills, Store Operations, Process Scheduler
Education
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Aquinas Institute 2006 — 2008
Janice Barsha Janice Barsha's John Hancock Financial Services Experience October 1993 - December 2013
Job Owner Video Producer/Editor at 70 Degrees Productions
Industry Media Production
Experience
70 Degrees Productions, LLC March 2013 - Present
John Hancock Financial Services October 1993 - December 2013
Skills
Film Production, Videography, Avid, Producing, Social Media Marketing, Documentaries, Marketing Communications, Television, Multimedia, Nonprofits, Video Production, Camera Operation, Web Content, Broadcast, Video Editing, Marketing Strategy, Film, Sound, Creative Direction, Digital Marketing
Education
Stony Brook University 1983 — 1987
70 Degrees Productions, LLC March 2013 - Present
John Hancock Financial Services October 1993 - December 2013
Skills
Film Production, Videography, Avid, Producing, Social Media Marketing, Documentaries, Marketing Communications, Television, Multimedia, Nonprofits, Video Production, Camera Operation, Web Content, Broadcast, Video Editing, Marketing Strategy, Film, Sound, Creative Direction, Digital Marketing
Education
Stony Brook University 1983 — 1987
Lauren Bevilacqua's John Hancock Financial Services Experience December 2007 - March 2012
Job Art Director at Optaros
Industry Graphic Design
Experience
Optaros October 2014 - Present
ACQUA design January 2007 - Present
SapientNitro August 2014 - October 2014
SapientNitro March 2012 - August 2014
John Hancock Financial Services December 2007 - March 2012
inphantry July 2011 - August 2011
MMB October 2010 - October 2010
Hill Holliday Advertising June 2007 - December 2007
Skills
Packaging, Print Production, Logo Design, Layout, Typography, Corporate Identity, Art Direction, Concept Development, Web Design, Presentation Design, Environmental Design, Integrated Marketing, Advertising, Graphics, Collateral, Branding & Identity, Corporate Branding, Adobe Creative Suite, Creative Strategy
Education
Suffolk University 2004 — 2008
BFA, Graphic Design
New England School of Art and Design at Suffolk University
BFA, Graphic Design
Optaros October 2014 - Present
ACQUA design January 2007 - Present
SapientNitro August 2014 - October 2014
SapientNitro March 2012 - August 2014
John Hancock Financial Services December 2007 - March 2012
inphantry July 2011 - August 2011
MMB October 2010 - October 2010
Hill Holliday Advertising June 2007 - December 2007
Skills
Packaging, Print Production, Logo Design, Layout, Typography, Corporate Identity, Art Direction, Concept Development, Web Design, Presentation Design, Environmental Design, Integrated Marketing, Advertising, Graphics, Collateral, Branding & Identity, Corporate Branding, Adobe Creative Suite, Creative Strategy
Education
Suffolk University 2004 — 2008
BFA, Graphic Design
New England School of Art and Design at Suffolk University
BFA, Graphic Design
Brankely Garcia Brankely Garcia's John Hancock Financial Services Experience June 2013 - August 2013
Job Charitable Asset Management Intern at State Street
Industry International Trade and Development
Experience
Stonehill College September 2014 - Present
Stonehill College September 2013 - Present
State Street June 2015 - August 2015
Taco Bell May 2014 - August 2014
John Hancock Financial Services June 2013 - August 2013
Skills
English, Microsoft Office, Teamwork, Public Speaking, Spanish, Leadership, Time Management, Social Media, Event Planning
Education
Stonehill College 2013 — 2017
Bachelor’s Degree, International Business
Stonehill College September 2014 - Present
Stonehill College September 2013 - Present
State Street June 2015 - August 2015
Taco Bell May 2014 - August 2014
John Hancock Financial Services June 2013 - August 2013
Skills
English, Microsoft Office, Teamwork, Public Speaking, Spanish, Leadership, Time Management, Social Media, Event Planning
Education
Stonehill College 2013 — 2017
Bachelor’s Degree, International Business
Suzanne Fisher, CPC Suzanne Fisher, CPC's John Hancock Financial Services Experience March 1982 - January 2007
Job Senior Physician Coder University Hospitals Cleveland OH
Industry Insurance
Experience
University Hospitals of Cleveland June 2012 - Present
University Hospitals of Cleveland April 2011 - June 2012
Quadax, Inc. June 2009 - July 2011
Diversified Health Care Services June 2008 - April 2009
Summit Health Care Services January 2008 - March 2008
John Hancock Financial Services March 1982 - January 2007
Skills
Data Entry, Software Documentation, Outlook, Accounts Receivable, Spreadsheets, Medical Records, Access, Hospitals, Microsoft Excel, Microsoft Office, Medical Billing, CPT, ICD-9, Medical Coding, Medical Terminology, Training, EHR, HIPAA, EMR
Education
Sanford Brown College 2007 — 2007
Diploma Medical Billing/Coding, ICD-9, CPT-4, medical terminology, anatomy, medical billing, medical insurance, lawðics
Sinclair Community College 1973 — 1975
Diploma-Secretarial Science, Typing, shorthand, business machines, business math, business law, accounting, bookeeping
University Hospitals of Cleveland June 2012 - Present
University Hospitals of Cleveland April 2011 - June 2012
Quadax, Inc. June 2009 - July 2011
Diversified Health Care Services June 2008 - April 2009
Summit Health Care Services January 2008 - March 2008
John Hancock Financial Services March 1982 - January 2007
Skills
Data Entry, Software Documentation, Outlook, Accounts Receivable, Spreadsheets, Medical Records, Access, Hospitals, Microsoft Excel, Microsoft Office, Medical Billing, CPT, ICD-9, Medical Coding, Medical Terminology, Training, EHR, HIPAA, EMR
Education
Sanford Brown College 2007 — 2007
Diploma Medical Billing/Coding, ICD-9, CPT-4, medical terminology, anatomy, medical billing, medical insurance, lawðics
Sinclair Community College 1973 — 1975
Diploma-Secretarial Science, Typing, shorthand, business machines, business math, business law, accounting, bookeeping
Christine S. Kinkead, PMP Christine S. Kinkead, PMP's John Hancock Financial Services Experience February 1998 - August 1998
Job Project Management Professional Experience in Operations and the Financial Industry
Industry Telecommunications
Experience
iTech Wireless Inc. February 2013 - Present
New York Life Insurance Company November 2011 - February 2013
JPMorgan Chase March 2010 - June 2011
MetLife August 1998 - January 2010
John Hancock Financial Services February 1998 - August 1998
Various Consulting Assignments July 1997 - January 1998
Lew Lieberbaum & Company June 1996 - July 1997
Renaissance Financial Services March 1996 - June 1996
CWH Associates May 1994 - December 1995
Furman Selz Incorporated June 1993 - May 1994
Skills
Project Management, Operations Management, Relationship Management, Compliance, Mutual Funds, Insurance, Investments, Employee Benefits, Fixed Annuities, Securities, 401k, Life Insurance, Finance, Financial Services, Portfolio Management, IRAs, Retirement Planning, Leadership, Retirement
Education
SUNY Stony Brook 2013 — 2013
Project Management Certification, Corporate Education & Training
State University of New York College at Oneonta 1983 — 1987
BS, Psychology
CW Post University
Certificate, Financial Planning
iTech Wireless Inc. February 2013 - Present
New York Life Insurance Company November 2011 - February 2013
JPMorgan Chase March 2010 - June 2011
MetLife August 1998 - January 2010
John Hancock Financial Services February 1998 - August 1998
Various Consulting Assignments July 1997 - January 1998
Lew Lieberbaum & Company June 1996 - July 1997
Renaissance Financial Services March 1996 - June 1996
CWH Associates May 1994 - December 1995
Furman Selz Incorporated June 1993 - May 1994
Skills
Project Management, Operations Management, Relationship Management, Compliance, Mutual Funds, Insurance, Investments, Employee Benefits, Fixed Annuities, Securities, 401k, Life Insurance, Finance, Financial Services, Portfolio Management, IRAs, Retirement Planning, Leadership, Retirement
Education
SUNY Stony Brook 2013 — 2013
Project Management Certification, Corporate Education & Training
State University of New York College at Oneonta 1983 — 1987
BS, Psychology
CW Post University
Certificate, Financial Planning
Carey Hoch's John Hancock Financial Services Experience June 2001 - July 2005
Job Senior Marketing Executive
Industry Financial Services
Experience
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
Kelly Haley, MBA's John Hancock Financial Services Experience January 2008 - March 2015
Job Director, PMO at Paradigm Health Plans
Industry Insurance
Experience
Paradigm Health Plans September 2015 - Present
Paradigm Health Plans March 2015 - September 2015
John Hancock Financial Services January 2008 - March 2015
Skills
Team Building, Team Management, Team Leadership, Customer Service, Insurance, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Management, Process Improvement, Coaching, Time Management, Strategic Planning, Life Insurance, Social Media, Financial Services
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (MBA)
University of New Hampshire 2003 — 2007
Bachelor of Arts (BA), Political Science and Government
Paradigm Health Plans September 2015 - Present
Paradigm Health Plans March 2015 - September 2015
John Hancock Financial Services January 2008 - March 2015
Skills
Team Building, Team Management, Team Leadership, Customer Service, Insurance, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Management, Process Improvement, Coaching, Time Management, Strategic Planning, Life Insurance, Social Media, Financial Services
Education
Southern New Hampshire University 2009 — 2012
Master of Business Administration (MBA)
University of New Hampshire 2003 — 2007
Bachelor of Arts (BA), Political Science and Government
Lori Crockett Lori Crockett's John Hancock Financial Services Experience June 1993 - October 1995
Job Treasurer at St. Vincent de Paul Society
Industry Nonprofit Organization Management
Experience
St. Vincent de Paul Society February 2014 - Present
SKF Group June 2002 - March 2013
Midwest Heart Specialists November 1997 - May 2002
John Hancock Financial Services June 1993 - October 1995
Combined Insurance February 1983 - September 1985
Skills
Financial Analysis, Forecasting, Microsoft Office, Microsoft Excel, Process Improvement
Education
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Arts, Economics
St. Vincent de Paul Society February 2014 - Present
SKF Group June 2002 - March 2013
Midwest Heart Specialists November 1997 - May 2002
John Hancock Financial Services June 1993 - October 1995
Combined Insurance February 1983 - September 1985
Skills
Financial Analysis, Forecasting, Microsoft Office, Microsoft Excel, Process Improvement
Education
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Arts, Economics
Kaitlyn Costa's John Hancock Financial Services Experience December 2012 - August 2013
Job Operations associate at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company January 2015 - Present
Computershare August 2013 - December 2014
John Hancock Financial Services December 2012 - August 2013
Addeco/Computershare/MFS April 2009 - February 2010
Sedgwick CMS March 2007 - December 2008
ACS/Brother International April 2004 - March 2007
Skills
Insurance, Leadership, Investments, Customer Satisfaction, Software Documentation, Customer Service, Troubleshooting, Public Relations, 401k, Risk Management, Claim, Claims Management, Financial Services, Business Analysis, Employee Benefits, Underwriting, Process Improvement, Microsoft Excel, Microsoft Office, Health Insurance, Relationship Management, Life Insurance, Access, Fixed Annuities, Series 6, Long-term Care, Retirement, IRAs, Microsoft Word, Analysis, Disability Insurance, Call Centers, Finance, Mutual Funds, Portfolio Management, Wealth, Series 24, FINRA, Financial Planners, Vendor Management, Uniform Combined State..., Reinsurance, Financial Advisory, Series 63, Variable Annuities, Wealth Management, Series 7, Term Life Insurance, Asset Allocation, Pensions
Education
Southwest Community College 2003 — 2006
Public Relations/Image Management
Southwest Tennessee Community College
State Street Bank & Trust Company January 2015 - Present
Computershare August 2013 - December 2014
John Hancock Financial Services December 2012 - August 2013
Addeco/Computershare/MFS April 2009 - February 2010
Sedgwick CMS March 2007 - December 2008
ACS/Brother International April 2004 - March 2007
Skills
Insurance, Leadership, Investments, Customer Satisfaction, Software Documentation, Customer Service, Troubleshooting, Public Relations, 401k, Risk Management, Claim, Claims Management, Financial Services, Business Analysis, Employee Benefits, Underwriting, Process Improvement, Microsoft Excel, Microsoft Office, Health Insurance, Relationship Management, Life Insurance, Access, Fixed Annuities, Series 6, Long-term Care, Retirement, IRAs, Microsoft Word, Analysis, Disability Insurance, Call Centers, Finance, Mutual Funds, Portfolio Management, Wealth, Series 24, FINRA, Financial Planners, Vendor Management, Uniform Combined State..., Reinsurance, Financial Advisory, Series 63, Variable Annuities, Wealth Management, Series 7, Term Life Insurance, Asset Allocation, Pensions
Education
Southwest Community College 2003 — 2006
Public Relations/Image Management
Southwest Tennessee Community College
Matthew Fitzpatrick, CLU® Matthew Fitzpatrick, CLU®'s John Hancock Financial Services Experience October 2013 - Present
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
Capitas Financial March 2013 - September 2013
Capitas Financial June 2010 - March 2013
Skills
Life Insurance, Sales, Marketing, Insurance, Salesforce.com, AgencyWorks, Disability Insurance, Retirement, Retirement Planning, Estate Planning, Series 63, Series 6, Microsoft Excel
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.)
John Hancock Financial Services October 2013 - Present
Capitas Financial March 2013 - September 2013
Capitas Financial June 2010 - March 2013
Skills
Life Insurance, Sales, Marketing, Insurance, Salesforce.com, AgencyWorks, Disability Insurance, Retirement, Retirement Planning, Estate Planning, Series 63, Series 6, Microsoft Excel
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.)
Allison Novak Allison Novak's John Hancock Financial Services Experience June 2013 - Present
Job Team Lead at John Hancock Financial Services
Industry Writing and Editing
Experience
John Hancock Financial Services June 2013 - Present
John Hancock Financial Services August 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - July 2012
Winnacunnet High School August 2010 - March 2011
Washington Collge September 2008 - May 2010
Skills
Books, Non-profits, Editing, Copy Editing, Creative Writing, Blogging, Social Media, Proofreading, Journalism, Copywriting, Research, Microsoft Office, Public Speaking, Photoshop, Public Relations, Press Releases, Microsoft Word, Newsletters, Magazines, Editorial, Nonprofits, Video Editing, Publications, Multimedia, Training, Social Networking, Writing, PowerPoint
Education
Washington College 2007 — 2010
B.A in English, English, Creative Writing
Southern New Hampshire University
MA in English
John Hancock Financial Services June 2013 - Present
John Hancock Financial Services August 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - July 2012
Winnacunnet High School August 2010 - March 2011
Washington Collge September 2008 - May 2010
Skills
Books, Non-profits, Editing, Copy Editing, Creative Writing, Blogging, Social Media, Proofreading, Journalism, Copywriting, Research, Microsoft Office, Public Speaking, Photoshop, Public Relations, Press Releases, Microsoft Word, Newsletters, Magazines, Editorial, Nonprofits, Video Editing, Publications, Multimedia, Training, Social Networking, Writing, PowerPoint
Education
Washington College 2007 — 2010
B.A in English, English, Creative Writing
Southern New Hampshire University
MA in English
Courtney Koschei's John Hancock Financial Services Experience July 2014 - Present
Job Executive Assistant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - Present
Varian Semiconductor January 2011 - March 2011
Skills
Lotus Notes, Administrative..., Spreadsheets, Life Insurance, PowerPoint, Insurance, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office
Education
Stonehill College 2003 — 2007
Bachelors, Philosophy, English
John Hancock Financial Services July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - Present
Varian Semiconductor January 2011 - March 2011
Skills
Lotus Notes, Administrative..., Spreadsheets, Life Insurance, PowerPoint, Insurance, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office
Education
Stonehill College 2003 — 2007
Bachelors, Philosophy, English
Alan Moore Alan Moore's John Hancock Financial Services Experience May 1992 - February 1995
Job President & CEO Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group February 1995 - Present
John Hancock Financial Services May 1992 - February 1995
John Hancock October 1985 - May 1992
Better Business Equipment March 1985 - October 1985
International Business Machines March 1982 - March 1985
Education
University of Tennessee-Knoxville 1979 — 1982
B.A., economics
Southern Methodist University 1977 — 1979
business
Montgomery Bell Academy 1970 — 1977
College Preparatory
Innovative Financial Group February 1995 - Present
John Hancock Financial Services May 1992 - February 1995
John Hancock October 1985 - May 1992
Better Business Equipment March 1985 - October 1985
International Business Machines March 1982 - March 1985
Education
University of Tennessee-Knoxville 1979 — 1982
B.A., economics
Southern Methodist University 1977 — 1979
business
Montgomery Bell Academy 1970 — 1977
College Preparatory
Ed Barr Ed Barr's John Hancock Financial Services Experience April 2013 - Present
Job Sr. Director US Insurance IS Transformation at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - April 2013
John Hancock November 2007 - October 2010
JPMorganChase 2004 - 2007
Skills
SDLC, Business Requirements, PMP, Vendor Management, Requirements Gathering, CMM, Resource Management, Software Project..., User Acceptance Testing, Business Analysis, Visio, Business Process..., Requirements Analysis, MS Project, IT Strategy, Data Warehousing, Systems Analysis, PMO, Software Development, IT Management, Governance
Education
Springfield College 1982 — 1986
BS, Business Administration and Management, General
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - April 2013
John Hancock November 2007 - October 2010
JPMorganChase 2004 - 2007
Skills
SDLC, Business Requirements, PMP, Vendor Management, Requirements Gathering, CMM, Resource Management, Software Project..., User Acceptance Testing, Business Analysis, Visio, Business Process..., Requirements Analysis, MS Project, IT Strategy, Data Warehousing, Systems Analysis, PMO, Software Development, IT Management, Governance
Education
Springfield College 1982 — 1986
BS, Business Administration and Management, General
Michelle Gautreau Michelle Gautreau's John Hancock Financial Services Experience April 2004 - July 2005
Job HR Professional
Industry Human Resources
Experience
BAE Systems Information Solutions July 2009 - Present
BAE Systems Electronic Solutions July 2005 - July 2009
John Hancock Financial Services April 2004 - July 2005
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 1999 - 2001
John Hancock Financial Services 1999 - 2001
John Hancock Financial Services 1996 - 1999
Skills
Deferred Compensation, Employee Benefits, Benefits Administration, Onboarding, Human Resources, Employment Law, Personnel Management, Training Delivery, Recruiting, Conflict Resolution, Applicant Tracking..., Organizational..., Executive Pay, Employee Relations, Employee Engagement, HR Policies, Leadership
Education
Suffolk University 1994 — 1998
B.S., Paralegal Studies
BAE Systems Information Solutions July 2009 - Present
BAE Systems Electronic Solutions July 2005 - July 2009
John Hancock Financial Services April 2004 - July 2005
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 1999 - 2001
John Hancock Financial Services 1999 - 2001
John Hancock Financial Services 1996 - 1999
Skills
Deferred Compensation, Employee Benefits, Benefits Administration, Onboarding, Human Resources, Employment Law, Personnel Management, Training Delivery, Recruiting, Conflict Resolution, Applicant Tracking..., Organizational..., Executive Pay, Employee Relations, Employee Engagement, HR Policies, Leadership
Education
Suffolk University 1994 — 1998
B.S., Paralegal Studies
Christopher Gendron, MBA Christopher Gendron, MBA's John Hancock Financial Services Experience June 2005 - March 2007
Job SPS Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting October 2014 - Present
Martin, Arrington, Desai & Meyers, PC February 2014 - October 2014
Wicked Good Words July 2007 - December 2013
TUI Travel PLC November 2010 - June 2011
State Street Bank April 2008 - December 2008
John Hancock Financial Services June 2005 - March 2007
KNF&T, Robert Half September 2000 - June 2005
Schooner Capital LLC April 1999 - June 2000
Skills
Investment Management, Project Finance, Capital Budgeting, Microsoft Excel, Investments, Financial Reporting, Finance, Operations Management, Financial Modeling, Financial Analysis, Social Networking, Accounting, Software Documentation, Content Development, SharePoint, Analysis, Data Analysis, Strategic Financial..., VBA, Copywriting, Business Analysis, Managerial Finance, Banking, Budgets, Access, Account Reconciliation, Asset Management, Forecasting, Process Improvement, Financial Accounting, Business Process..., Bloomberg, Corporate Finance, Auditing, Team Building, Project Management, Business Planning, Visio, Risk Management, PeopleSoft, MS Project
Education
Southern New Hampshire University 2011 — 2012
Master of Business Administration (MBA), Finance/Entrepreneurship, 3.95
Robert Half Finance & Accounting October 2014 - Present
Martin, Arrington, Desai & Meyers, PC February 2014 - October 2014
Wicked Good Words July 2007 - December 2013
TUI Travel PLC November 2010 - June 2011
State Street Bank April 2008 - December 2008
John Hancock Financial Services June 2005 - March 2007
KNF&T, Robert Half September 2000 - June 2005
Schooner Capital LLC April 1999 - June 2000
Skills
Investment Management, Project Finance, Capital Budgeting, Microsoft Excel, Investments, Financial Reporting, Finance, Operations Management, Financial Modeling, Financial Analysis, Social Networking, Accounting, Software Documentation, Content Development, SharePoint, Analysis, Data Analysis, Strategic Financial..., VBA, Copywriting, Business Analysis, Managerial Finance, Banking, Budgets, Access, Account Reconciliation, Asset Management, Forecasting, Process Improvement, Financial Accounting, Business Process..., Bloomberg, Corporate Finance, Auditing, Team Building, Project Management, Business Planning, Visio, Risk Management, PeopleSoft, MS Project
Education
Southern New Hampshire University 2011 — 2012
Master of Business Administration (MBA), Finance/Entrepreneurship, 3.95
Susan Liang's John Hancock Financial Services Experience June 2005 - December 2005
Job Entrepreneur, Founder & CEO at Asulia Foods, Advisor, Strategist, Writer
Industry Consumer Goods
Experience
Freelance, self-employed June 2015 - Present
Asulia Foods September 2012 - Present
The Huffington Post September 2013 - Present
Jack Morton Worldwide June 2015 - August 2015
Bank of America August 2007 - May 2012
John Hancock October 2006 - August 2007
The Wilson House June 2005 - July 2006
John Hancock Financial Services June 2005 - December 2005
America Reads/America Counts January 2003 - May 2004
Education
Suffolk University
BS
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration
Freelance, self-employed June 2015 - Present
Asulia Foods September 2012 - Present
The Huffington Post September 2013 - Present
Jack Morton Worldwide June 2015 - August 2015
Bank of America August 2007 - May 2012
John Hancock October 2006 - August 2007
The Wilson House June 2005 - July 2006
John Hancock Financial Services June 2005 - December 2005
America Reads/America Counts January 2003 - May 2004
Education
Suffolk University
BS
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration
Victoria Woodman's John Hancock Financial Services Experience January 2015 - August 2015
Job Internal Audit/Compliance Intern at Mansfield Bank
Industry
Experience
Mansfield Bank September 2015 - Present
John Hancock Financial Services January 2015 - August 2015
BlueTarp Financial May 2014 - August 2014
Education
Stonehill College 2012 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting
Mansfield Bank September 2015 - Present
John Hancock Financial Services January 2015 - August 2015
BlueTarp Financial May 2014 - August 2014
Education
Stonehill College 2012 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting
Gregory Mosick Gregory Mosick's John Hancock Financial Services Experience 1999 - 2012
Job Certified Financial Planner
Industry Financial Services
Experience
AXA Advisors January 2012 - Present
John Hancock Financial Services 1999 - 2012
Skills
Investments, Insurance, Retirement Planning, Business Planning, Estate Planning
Education
Stony Brook University
Bachelor’s Degree, Finance, General
AXA Advisors January 2012 - Present
John Hancock Financial Services 1999 - 2012
Skills
Investments, Insurance, Retirement Planning, Business Planning, Estate Planning
Education
Stony Brook University
Bachelor’s Degree, Finance, General
Douglas McDaniell Douglas McDaniell's John Hancock Financial Services Experience 1998 - 2000
Job Store Manager at ShopRite Inserra Supermarkets
Industry Retail
Experience
Inserra Supermarkets May 2015 - Present
Inserra Supermarkets March 2002 - May 2015
Inserra Supermarkets December 2000 - March 2002
Inserra Supermarkets January 1993 - December 2000
John Hancock Financial Services 1998 - 2000
Skills
Retail, Store Management, Merchandising, Loss Prevention, Inventory Management, Visual Merchandising, Retail Sales, Inventory Control, Store Operations, Profit, Cashiering, Customer Service
Education
Richard Stockton College of New Jersey 1994 — 1998
Bachelor of Science (BSc), Finance
Northern Valley Region High School at Old Tappan 1990 — 1994
High School Diploma
Inserra Supermarkets May 2015 - Present
Inserra Supermarkets March 2002 - May 2015
Inserra Supermarkets December 2000 - March 2002
Inserra Supermarkets January 1993 - December 2000
John Hancock Financial Services 1998 - 2000
Skills
Retail, Store Management, Merchandising, Loss Prevention, Inventory Management, Visual Merchandising, Retail Sales, Inventory Control, Store Operations, Profit, Cashiering, Customer Service
Education
Richard Stockton College of New Jersey 1994 — 1998
Bachelor of Science (BSc), Finance
Northern Valley Region High School at Old Tappan 1990 — 1994
High School Diploma
Katharine Washburn, CBCP's John Hancock Financial Services Experience April 2014 - Present
Job
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
Eze Castle Integration May 2013 - April 2014
Eze Castle Integration September 2011 - May 2013
Eze Castle Integration August 2010 - September 2011
Health Dialog August 2009 - August 2010
Arnold Worldwide September 2008 - December 2008
Keiler & Company June 2008 - August 2008
Skills
Business Continuity..., Disaster Recovery, Customer Relations, Salesforce.com, Business Continuity, Microsoft Office, InDesign, Research, Photoshop, Travel Management, QuickBooks, Visio, Outlook, Account Management, Risk Management, Customer Service, PowerPoint, Microsoft Excel, Risk Assessment, Management
Education
Suffolk University 2005 — 2009
BS, Cum Laude, Advertising
John Hancock Financial Services April 2014 - Present
Eze Castle Integration May 2013 - April 2014
Eze Castle Integration September 2011 - May 2013
Eze Castle Integration August 2010 - September 2011
Health Dialog August 2009 - August 2010
Arnold Worldwide September 2008 - December 2008
Keiler & Company June 2008 - August 2008
Skills
Business Continuity..., Disaster Recovery, Customer Relations, Salesforce.com, Business Continuity, Microsoft Office, InDesign, Research, Photoshop, Travel Management, QuickBooks, Visio, Outlook, Account Management, Risk Management, Customer Service, PowerPoint, Microsoft Excel, Risk Assessment, Management
Education
Suffolk University 2005 — 2009
BS, Cum Laude, Advertising
Sarah Rooney Sarah Rooney's John Hancock Financial Services Experience June 2013 - July 2015
Job Tax, Senior Associate at State Street Corporation
Industry Financial Services
Experience
State Street September 2015 - Present
John Hancock Financial Services June 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Skills
Mutual Funds, Time Management, Equities, Statistical Modeling, Microsoft Excel, Bloomberg Terminal, Stata, Tax, Analysis, Financial Analysis, Social Networking, Accounting, Event Planning, Public Speaking, Microsoft Word, Business Analysis
Education
Saint Lawrence University 2009 — 2013
Bachelor of Science (B.S.), Math, Economics, & Statistics
Duxbury High School 2005 — 2009
Diploma
State Street September 2015 - Present
John Hancock Financial Services June 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Skills
Mutual Funds, Time Management, Equities, Statistical Modeling, Microsoft Excel, Bloomberg Terminal, Stata, Tax, Analysis, Financial Analysis, Social Networking, Accounting, Event Planning, Public Speaking, Microsoft Word, Business Analysis
Education
Saint Lawrence University 2009 — 2013
Bachelor of Science (B.S.), Math, Economics, & Statistics
Duxbury High School 2005 — 2009
Diploma
Doug Law Doug Law's John Hancock Financial Services Experience January 2014 - February 2015
Job Operations Specialist at Signator Investors, Inc.
Industry
Experience
Signator Investors, Inc. February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
University of New Hampshire September 2012 - May 2014
University of New Hampshire, Department of Mathematics and Statistics September 2012 - May 2014
UNH Connect August 2011 - May 2014
Abercrombie & Fitch September 2011 - March 2012
University of New Hampshire September 2010 - May 2011
Granite State Credit Union July 2009 - August 2009
Skills
Broker-Dealer Operations, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Finance, Research, Public Speaking, Peer Mentoring, Social Media, Microsoft Office, Coaching, Leadership, Data Analysis, Customer Service, Financial Analysis, Financial Services, Highly detail oriented, Financial Transactions, Fixed Annuities, Variable Annuities
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.)
University of New Hampshire - Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Business Administration (B.B.A.), Duel options in Finance & Management
Signator Investors, Inc. February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
University of New Hampshire September 2012 - May 2014
University of New Hampshire, Department of Mathematics and Statistics September 2012 - May 2014
UNH Connect August 2011 - May 2014
Abercrombie & Fitch September 2011 - March 2012
University of New Hampshire September 2010 - May 2011
Granite State Credit Union July 2009 - August 2009
Skills
Broker-Dealer Operations, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Finance, Research, Public Speaking, Peer Mentoring, Social Media, Microsoft Office, Coaching, Leadership, Data Analysis, Customer Service, Financial Analysis, Financial Services, Highly detail oriented, Financial Transactions, Fixed Annuities, Variable Annuities
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.)
University of New Hampshire - Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Business Administration (B.B.A.), Duel options in Finance & Management
Jo Boring Jo Boring's John Hancock Financial Services Experience January 2001 - July 2004
Job Forward looking executive with trackrecord of directing programs that promote student development.
Industry Program Development
Experience
Catskill Area School Study Council August 2012 - Present
South Kortright Central School August 2006 - August 2012
John Hancock Financial Services January 2001 - July 2004
Skills
Leadership, Program Development, Community Engagement, Public Speaking, Training, Group Facilitation, Lecturer, Management, Conflict Resolution, Capacity Building, Curriculum Development, Volunteer Management, Research
Education
University of Rochester 2004 — 2006
Master's degree, Counselor Education/School Counseling and Guidance Services, 4.0
State University of New York College at Cortland 1997 — 2000
Bachelor's degree, Communications
Catskill Area School Study Council August 2012 - Present
South Kortright Central School August 2006 - August 2012
John Hancock Financial Services January 2001 - July 2004
Skills
Leadership, Program Development, Community Engagement, Public Speaking, Training, Group Facilitation, Lecturer, Management, Conflict Resolution, Capacity Building, Curriculum Development, Volunteer Management, Research
Education
University of Rochester 2004 — 2006
Master's degree, Counselor Education/School Counseling and Guidance Services, 4.0
State University of New York College at Cortland 1997 — 2000
Bachelor's degree, Communications
Cory Fatello Cory Fatello's John Hancock Financial Services Experience January 2015 - Present
Job Operations Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
Carey & Giampa Realtors November 2003 - Present
John Hancock Financial Services September 2013 - January 2015
John Hancock Financial Services November 2011 - September 2013
Skills
Residential Homes, Buyers, Commercial Real Estate, Sellers, New Home Sales, Buyer Representation, Real Estate, ABR, Condos, First Time Home Buyers, Foreclosures, Investment Properties, Move Up Buyers, New Homes, Referrals, Single Family Homes
Education
Suffolk University
Bachelor of Applied Science (B.A.Sc.), Journalism
John Hancock Financial Services January 2015 - Present
Carey & Giampa Realtors November 2003 - Present
John Hancock Financial Services September 2013 - January 2015
John Hancock Financial Services November 2011 - September 2013
Skills
Residential Homes, Buyers, Commercial Real Estate, Sellers, New Home Sales, Buyer Representation, Real Estate, ABR, Condos, First Time Home Buyers, Foreclosures, Investment Properties, Move Up Buyers, New Homes, Referrals, Single Family Homes
Education
Suffolk University
Bachelor of Applied Science (B.A.Sc.), Journalism
Leslee Hatch Leslee Hatch's John Hancock Financial Services Experience June 2000 - May 2009
Job Investment Sales at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Products February 2014 - Present
Sammons Retirement Solutions January 2012 - February 2014
Sun Life Financial Distributors May 2009 - December 2011
John Hancock Financial Services June 2000 - May 2009
Skills
Management, Project Management, Microsoft Office, Customer Service, Leadership, Business Analysis, Sales, Strategic Planning, Program Management, Team Leadership, Investments
Education
Southern Utah University
Bachelor of Science (BS), Accounting and Finance
AIG Financial Products February 2014 - Present
Sammons Retirement Solutions January 2012 - February 2014
Sun Life Financial Distributors May 2009 - December 2011
John Hancock Financial Services June 2000 - May 2009
Skills
Management, Project Management, Microsoft Office, Customer Service, Leadership, Business Analysis, Sales, Strategic Planning, Program Management, Team Leadership, Investments
Education
Southern Utah University
Bachelor of Science (BS), Accounting and Finance
Claudia Rosa's John Hancock Financial Services Experience July 2013 - Present
Job Business Analyst
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
J.P. Morgan August 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2010
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Business Analysis, Agile Methodologies, Team Management, Software Deployment, Large Scale Deployments, Agile Project Management, Requirements Gathering, Business Requirements, Operations Management, UAT coordination, User Acceptance Testing, Business Process..., Investment Banking, Trading, Analysis, Fixed Income, Bonds, Middle Office, Visio, Business Strategy, Vendor Management, Change Management, Strategy, PMO, Business Process, Credit Risk, Risk Management, FX Options, Banking, IT Strategy, Business Process Design, Business Planning, Capital Markets, Financial Services, Financial Modeling, Corporate Finance, Equities, Valuation, Bloomberg Terminal, Project Management, Process Improvement, Business Process...
Education
Spelman College 2004 — 2008
Bachelor of Arts (BA), Economics
Wentworth Institute of Technology
Simmons College - Simmons School of Management
John Hancock Financial Services July 2013 - Present
J.P. Morgan August 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2010
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Business Analysis, Agile Methodologies, Team Management, Software Deployment, Large Scale Deployments, Agile Project Management, Requirements Gathering, Business Requirements, Operations Management, UAT coordination, User Acceptance Testing, Business Process..., Investment Banking, Trading, Analysis, Fixed Income, Bonds, Middle Office, Visio, Business Strategy, Vendor Management, Change Management, Strategy, PMO, Business Process, Credit Risk, Risk Management, FX Options, Banking, IT Strategy, Business Process Design, Business Planning, Capital Markets, Financial Services, Financial Modeling, Corporate Finance, Equities, Valuation, Bloomberg Terminal, Project Management, Process Improvement, Business Process...
Education
Spelman College 2004 — 2008
Bachelor of Arts (BA), Economics
Wentworth Institute of Technology
Simmons College - Simmons School of Management
Matthew Yerry Matthew Yerry's John Hancock Financial Services Experience July 2014 - Present
Job Operations Specialist at Signator Investors Inc
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
Fidelity Investments July 2013 - July 2014
Fidelity Investments December 2009 - July 2013
Fidelity Investments October 2008 - December 2009
Fidelity Investments September 2006 - October 2008
The Home Depot May 2005 - July 2006
Southern New Hampshire University 2004 - 2005
Skills
Management, Process Improvement, Benefits Administration, Leadership, Insurance, Business Process, Customer Service, Microsoft Office, Customer Satisfaction, Call Centers, PowerPoint, Teamwork, Software Documentation, Vendor Management, Change Management, Access, Team Building, Business Analysis, Performance Management, Employee Benefits, Analysis, Coaching
Education
Southern New Hampshire University 2000 — 2010
Bachelors, Business Administration
Alvirne High School 1996 — 2000
John Hancock Financial Services July 2014 - Present
Fidelity Investments July 2013 - July 2014
Fidelity Investments December 2009 - July 2013
Fidelity Investments October 2008 - December 2009
Fidelity Investments September 2006 - October 2008
The Home Depot May 2005 - July 2006
Southern New Hampshire University 2004 - 2005
Skills
Management, Process Improvement, Benefits Administration, Leadership, Insurance, Business Process, Customer Service, Microsoft Office, Customer Satisfaction, Call Centers, PowerPoint, Teamwork, Software Documentation, Vendor Management, Change Management, Access, Team Building, Business Analysis, Performance Management, Employee Benefits, Analysis, Coaching
Education
Southern New Hampshire University 2000 — 2010
Bachelors, Business Administration
Alvirne High School 1996 — 2000
★ Bret Steiman ★ Bret Steiman's John Hancock Financial Services Experience January 2014 - May 2014
Job Sales Executive at RIMES Technologies
Industry Events Services
Experience
RIMES Technologies May 2015 - Present
Agua Inc May 2013 - Present
CBI a UBM Life Sciences Company November 2014 - May 2015
Boost Promotions July 2014 - November 2014
UMass Medical School January 2010 - November 2014
John Hancock Financial Services January 2014 - May 2014
Skills
Sales, Leadership, Social Entrepreneurship, New Business Development, Financial Technology, Financial Markets, Strategic Creative..., Public Speaking, Marketing, Social Networking, Social Media, Time Management, Customer Service, Event Planning, Event Management, Creative Writing, Water Quality, Global Business..., Social Media Marketing, Marketing Strategy, Market Research, Design Thinking, Environmental..., Management, PowerPoint, Microsoft Excel, Microsoft Office, Team Building
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor's Degree, Economics / Business Administration
Stanford University 2013 — 2013
Design Thinking, Design Thinking, A
Algonquin Regional High School 2006 — 2010
RIMES Technologies May 2015 - Present
Agua Inc May 2013 - Present
CBI a UBM Life Sciences Company November 2014 - May 2015
Boost Promotions July 2014 - November 2014
UMass Medical School January 2010 - November 2014
John Hancock Financial Services January 2014 - May 2014
Skills
Sales, Leadership, Social Entrepreneurship, New Business Development, Financial Technology, Financial Markets, Strategic Creative..., Public Speaking, Marketing, Social Networking, Social Media, Time Management, Customer Service, Event Planning, Event Management, Creative Writing, Water Quality, Global Business..., Social Media Marketing, Marketing Strategy, Market Research, Design Thinking, Environmental..., Management, PowerPoint, Microsoft Excel, Microsoft Office, Team Building
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor's Degree, Economics / Business Administration
Stanford University 2013 — 2013
Design Thinking, Design Thinking, A
Algonquin Regional High School 2006 — 2010
Sarah Swan's John Hancock Financial Services Experience February 2015 - Present
Job Sales Support Specialist at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services May 2013 - February 2015
Sovereign Bank October 2012 - May 2013
Sovereign Bank February 2012 - October 2012
M&T Bank June 2011 - January 2012
M&T Bank November 2010 - January 2012
Skills
Account Management, Business Development, Banking, Credit, Investments, Portfolio Management, Sales, Financial Analysis, Cross Selling, Sales Management, Management, Retail Banking, Life Insurance, Finance, Loans
Education
State University of New York College at Cortland 2008 — 2010
Bachelor of Science (B.S.), Business Economics
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services May 2013 - February 2015
Sovereign Bank October 2012 - May 2013
Sovereign Bank February 2012 - October 2012
M&T Bank June 2011 - January 2012
M&T Bank November 2010 - January 2012
Skills
Account Management, Business Development, Banking, Credit, Investments, Portfolio Management, Sales, Financial Analysis, Cross Selling, Sales Management, Management, Retail Banking, Life Insurance, Finance, Loans
Education
State University of New York College at Cortland 2008 — 2010
Bachelor of Science (B.S.), Business Economics
Cyrus Salehi Cyrus Salehi's John Hancock Financial Services Experience February 1996 - September 1997
Job Mortgage Loan Originator at First National Bank
Industry Financial Services
Experience
First National Bank of Omaha 2015 - Present
Valley Christian Schools August 2014 - June 2015
Heritage Christian Academy August 2005 - December 2012
Mountain View Community Church 2008 - 2012
The Lincoln Group of Financial Services July 2000 - July 2008
Valley Christian High School July 1998 - June 2000
Casa Grande High School September 1997 - June 1998
John Hancock Financial Services February 1996 - September 1997
Skills
Teaching, Sales, Management, Finance, Public Speaking, Leadership, Religion, Coaching, Leadership Development, Nonprofits, Preaching, Spanish, Pastoral Care, Strategic Planning, Discipleship, Team Building, Youth Ministry, Singing, Biblical Studies, Theology, Event Planning, Church Events
Education
Sonoma State University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
First National Bank of Omaha 2015 - Present
Valley Christian Schools August 2014 - June 2015
Heritage Christian Academy August 2005 - December 2012
Mountain View Community Church 2008 - 2012
The Lincoln Group of Financial Services July 2000 - July 2008
Valley Christian High School July 1998 - June 2000
Casa Grande High School September 1997 - June 1998
John Hancock Financial Services February 1996 - September 1997
Skills
Teaching, Sales, Management, Finance, Public Speaking, Leadership, Religion, Coaching, Leadership Development, Nonprofits, Preaching, Spanish, Pastoral Care, Strategic Planning, Discipleship, Team Building, Youth Ministry, Singing, Biblical Studies, Theology, Event Planning, Church Events
Education
Sonoma State University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Leah Wohl-Pollack's John Hancock Financial Services Experience April 2013 - September 2013
Job Lead Editor at Invisible Ink Editing, Communications & Development Specialist at Community Research Initiative
Industry Publishing
Experience
Invisible Ink Editing September 2012 - Present
Community Research Initiative of New England October 2013 - Present
Independent Contractor August 2012 - Present
JDRF - Bay State Branch December 2011 - March 2014
Skyword Inc. September 2013 - January 2014
John Hancock Financial Services April 2013 - September 2013
diacriTech December 2011 - March 2013
Pearson Education 2010 - 2011
Skills
Copy Editing, Proofreading, Project Management, Ebooks, Academic Publishing, Publishing, Marketing Copy, Creative Writing, Grammar, Editing, Spanish, Editorial, English, Books, Content Development
Education
Skidmore College 2004 — 2008
BA, Spanish/Environmental Studies
Invisible Ink Editing September 2012 - Present
Community Research Initiative of New England October 2013 - Present
Independent Contractor August 2012 - Present
JDRF - Bay State Branch December 2011 - March 2014
Skyword Inc. September 2013 - January 2014
John Hancock Financial Services April 2013 - September 2013
diacriTech December 2011 - March 2013
Pearson Education 2010 - 2011
Skills
Copy Editing, Proofreading, Project Management, Ebooks, Academic Publishing, Publishing, Marketing Copy, Creative Writing, Grammar, Editing, Spanish, Editorial, English, Books, Content Development
Education
Skidmore College 2004 — 2008
BA, Spanish/Environmental Studies
Kylen Wiggin Kylen Wiggin's John Hancock Financial Services Experience August 2015 - Present
Job IT Business Analyst III at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
John Hancock Life Insurance Company (U.S.A.) March 2010 - August 2015
Internet & PC Consultant January 2006 - December 2012
John Hancock November 2007 - March 2010
Leanta Books, LLC June 2006 - November 2007
PC Connection January 2006 - May 2006
Circuit City September 2003 - November 2005
Skills
SDLC, Business Analysis, Systems Analysis, Troubleshooting, Quality Assurance, Process Improvement, Analysis, Project Management, Fixed Annuities, Test Planning, Mutual Funds, Mainframe, Financial Services, Requirements Gathering, Visio, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, SQL, Data Analysis
Education
Southern New Hampshire University 2011 — 2015
Bachelor’s Degree, Business Information Systems, 3.894
ITT-Technical Institute Online 2007 — 2009
Systems Administration (Associates), Information Technology
John Hancock Financial Services August 2015 - Present
John Hancock Life Insurance Company (U.S.A.) March 2010 - August 2015
Internet & PC Consultant January 2006 - December 2012
John Hancock November 2007 - March 2010
Leanta Books, LLC June 2006 - November 2007
PC Connection January 2006 - May 2006
Circuit City September 2003 - November 2005
Skills
SDLC, Business Analysis, Systems Analysis, Troubleshooting, Quality Assurance, Process Improvement, Analysis, Project Management, Fixed Annuities, Test Planning, Mutual Funds, Mainframe, Financial Services, Requirements Gathering, Visio, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, SQL, Data Analysis
Education
Southern New Hampshire University 2011 — 2015
Bachelor’s Degree, Business Information Systems, 3.894
ITT-Technical Institute Online 2007 — 2009
Systems Administration (Associates), Information Technology
Joseph Cove's John Hancock Financial Services Experience July 2014 - Present
Job Project Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
RCC December 2013 - July 2014
Peoples Federal Savings Bank October 2012 - June 2014
Skills
Public Speaking, Microsoft Office, Communicative Skills, Project Management, Time Management, Personal Banking, Highly Ambitious, Research, Highly personable, Sales, Work Well Independently, Easily Adaptable, QuickBooks
Education
Suffolk University 2010 — 2014
Bachelor's Degree
Saint John's Preparatory 2006 — 2010
High School Diploma, General Studies
John Hancock Financial Services July 2014 - Present
RCC December 2013 - July 2014
Peoples Federal Savings Bank October 2012 - June 2014
Skills
Public Speaking, Microsoft Office, Communicative Skills, Project Management, Time Management, Personal Banking, Highly Ambitious, Research, Highly personable, Sales, Work Well Independently, Easily Adaptable, QuickBooks
Education
Suffolk University 2010 — 2014
Bachelor's Degree
Saint John's Preparatory 2006 — 2010
High School Diploma, General Studies
Jon Habel Jon Habel's John Hancock Financial Services Experience January 2012 - November 2013
Job Regional Investment Consultant at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ January 2015 - Present
AXA November 2013 - December 2014
John Hancock Financial Services January 2012 - November 2013
John Hancock Financial Network February 2009 - January 2012
Skills
Sales, Qualified Retirement..., Sales Operations, Marketing Strategy, Relationship Marketing, New Business Development, Sales Management, Business Strategy, Management, 401k, Wealth Management, Fixed Annuities, Mutual Funds
Education
Southern New Hampshire University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Hingham High School
S&P Capital IQ January 2015 - Present
AXA November 2013 - December 2014
John Hancock Financial Services January 2012 - November 2013
John Hancock Financial Network February 2009 - January 2012
Skills
Sales, Qualified Retirement..., Sales Operations, Marketing Strategy, Relationship Marketing, New Business Development, Sales Management, Business Strategy, Management, 401k, Wealth Management, Fixed Annuities, Mutual Funds
Education
Southern New Hampshire University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Hingham High School
Robert Calobrisi Robert Calobrisi's John Hancock Financial Services Experience April 2013 - August 2013
Job Desktop PublisherContent Editor at IHS
Industry Telecommunications
Experience
IHS October 2015 - Present
American Tower March 2015 - Present
American Tower Corporation, Inc. March 2014 - November 2014
Eaton Vance January 2014 - February 2014
Pearson Learning Solutions November 2013 - January 2014
Fidelity Investments November 2013 - November 2013
John Hancock Financial Services April 2013 - August 2013
Specialty Commerce Corp. February 2013 - June 2013
Boston Red Sox March 2012 - April 2013
Lionbridge September 2012 - October 2012
Skills
Proofreading, Editing, Salesforce.com, Microsoft Office, Mac, Facebook, Social Media, Microsoft Excel, Writing, Project Management, InDesign, Advertising, Editorial, AP Style, Layout, Publishing, Publications, Adobe Creative Suite, Magazines, Microsoft Office Suite:..., OASIS, Oracle Database, Adobe Acrobat, Content Management, Adobe InDesign CS4, QuarkXPress 3.32, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Arts, Mediated Communication
Lorenzo de’ Medici 2009 — 2009
Intercultural Communication
IHS October 2015 - Present
American Tower March 2015 - Present
American Tower Corporation, Inc. March 2014 - November 2014
Eaton Vance January 2014 - February 2014
Pearson Learning Solutions November 2013 - January 2014
Fidelity Investments November 2013 - November 2013
John Hancock Financial Services April 2013 - August 2013
Specialty Commerce Corp. February 2013 - June 2013
Boston Red Sox March 2012 - April 2013
Lionbridge September 2012 - October 2012
Skills
Proofreading, Editing, Salesforce.com, Microsoft Office, Mac, Facebook, Social Media, Microsoft Excel, Writing, Project Management, InDesign, Advertising, Editorial, AP Style, Layout, Publishing, Publications, Adobe Creative Suite, Magazines, Microsoft Office Suite:..., OASIS, Oracle Database, Adobe Acrobat, Content Management, Adobe InDesign CS4, QuarkXPress 3.32, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Arts, Mediated Communication
Lorenzo de’ Medici 2009 — 2009
Intercultural Communication
Luis Castillo, Jr Luis Castillo, Jr's John Hancock Financial Services Experience September 2006 - July 2013
Job AVP at State Street Corporation
Industry Financial Services
Experience
State Street Corporation April 2014 - Present
John Hancock Financial Services September 2006 - July 2013
Skills
End User Services, Mobile Services, Team Management, Mobile Strategy, Mobile Device Management, Remote Services, Executive Services, Process Improvement, Management, IT Service Management, Blackberry, Mobile Devices, Vendor Management, Managed Services, Mobile Applications, Blackberry Enterprise..., CRM, Business Process..., Disaster Recovery, IT Management
Education
Papa Juan XXIII 1984 — 1988
Southern New Hampshire University
BS Business Administration
State Street Corporation April 2014 - Present
John Hancock Financial Services September 2006 - July 2013
Skills
End User Services, Mobile Services, Team Management, Mobile Strategy, Mobile Device Management, Remote Services, Executive Services, Process Improvement, Management, IT Service Management, Blackberry, Mobile Devices, Vendor Management, Managed Services, Mobile Applications, Blackberry Enterprise..., CRM, Business Process..., Disaster Recovery, IT Management
Education
Papa Juan XXIII 1984 — 1988
Southern New Hampshire University
BS Business Administration
Peter Mead Peter Mead's John Hancock Financial Services Experience January 2015 - Present
Job Annuities Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
John Hancock Financial Services February 2013 - December 2014
John Hancock Financial Services August 2012 - February 2013
Skills
Training, Team Building, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Management, Process Improvement, Strategic Planning, Teaching, Team Leadership, Microsoft Word, Finance, Data Analysis, Project Management, Analysis, Business Analysis, Call Centers, Customer Service
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Bachelor's degree, Economics
John Hancock Financial Services January 2015 - Present
John Hancock Financial Services February 2013 - December 2014
John Hancock Financial Services August 2012 - February 2013
Skills
Training, Team Building, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Management, Process Improvement, Strategic Planning, Teaching, Team Leadership, Microsoft Word, Finance, Data Analysis, Project Management, Analysis, Business Analysis, Call Centers, Customer Service
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Bachelor's degree, Economics
Emily Stadig's John Hancock Financial Services Experience 2015 - Present
Job John Hancock Life Insurance
Industry Human Resources
Experience
John Hancock Financial Services 2015 - Present
Olive Garden October 2012 - June 2015
Dunkin Donuts April 2009 - December 2014
Residence Inn June 2012 - September 2012
Skills
Food Service, Restaurant Management, Food & Beverage, Restaurants, Food, Food Safety, Food Preparation, Hospitality, Time Management
Education
Southern New Hampshire University 2014 — 2015
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Great Bay Community College 2010 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
school
John Hancock Financial Services 2015 - Present
Olive Garden October 2012 - June 2015
Dunkin Donuts April 2009 - December 2014
Residence Inn June 2012 - September 2012
Skills
Food Service, Restaurant Management, Food & Beverage, Restaurants, Food, Food Safety, Food Preparation, Hospitality, Time Management
Education
Southern New Hampshire University 2014 — 2015
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Great Bay Community College 2010 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
school
Louis Catone's John Hancock Financial Services Experience February 2013 - Present
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
John Hancock Financial Services February 2013 - Present
Manning & Napier Advisors April 2011 - January 2013
AXA Advisors September 2010 - December 2010
Wall Street Financial Group May 2010 - August 2010
Skills
Mutual Funds, Series 7, Financial Modeling, Asset Allocation, Alternative Investments, Investment Strategies, Retirement Planning, Financial Markets, Morningstar, Relationship Management, Equities, Fixed Income, Portfolio Management, Retirement
Education
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Shawn DeSimone Shawn DeSimone's John Hancock Financial Services Experience April 2013 - Present
Job Project Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services February 2010 - August 2011
John Hancock Financial Services January 2009 - February 2010
John Hancock Financial Services December 1993 - January 2009
Skills
Offshore Operations, Project Management, Financial Services, Operations Control, Series 7, Series 63, Series 6, Finance, Fixed Annuities, Insurance, Retirement, Securities
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), International Business
Salem State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
St. Dominic Savio High School 1984 — 1988
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services February 2010 - August 2011
John Hancock Financial Services January 2009 - February 2010
John Hancock Financial Services December 1993 - January 2009
Skills
Offshore Operations, Project Management, Financial Services, Operations Control, Series 7, Series 63, Series 6, Finance, Fixed Annuities, Insurance, Retirement, Securities
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), International Business
Salem State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
St. Dominic Savio High School 1984 — 1988
John Albritton John Albritton's John Hancock Financial Services Experience September 2013 - Present
Job Case Manager Annuities at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services September 2013 - Present
John Hancock Life Insurance Company October 2011 - September 2013
Red Ventures February 2011 - July 2011
Geeky Eagle LLC August 2010 - January 2011
Vector Marketing January 2008 - March 2009
North Carolina National Guard December 2002 - March 2009
Real Estate Investor March 2007 - May 2008
Lambda Chi Alpha January 2007 - January 2008
Skills
Sales, Time Management, Customer Service, Team Leadership, Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Policy, Project Planning, Negotiation, Lotus Notes, Teamwork, Team Building, SAS, VBA, SQL, Access
Education
Southern New Hampshire University 2015 — 2016
Master's Degree, Accounting
University of North Carolina at Charlotte 2005 — 2010
Bachelor's Degree, Economics
John Hancock Financial Services September 2013 - Present
John Hancock Life Insurance Company October 2011 - September 2013
Red Ventures February 2011 - July 2011
Geeky Eagle LLC August 2010 - January 2011
Vector Marketing January 2008 - March 2009
North Carolina National Guard December 2002 - March 2009
Real Estate Investor March 2007 - May 2008
Lambda Chi Alpha January 2007 - January 2008
Skills
Sales, Time Management, Customer Service, Team Leadership, Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Policy, Project Planning, Negotiation, Lotus Notes, Teamwork, Team Building, SAS, VBA, SQL, Access
Education
Southern New Hampshire University 2015 — 2016
Master's Degree, Accounting
University of North Carolina at Charlotte 2005 — 2010
Bachelor's Degree, Economics
Holly Leugers's John Hancock Financial Services Experience May 2010 - Present
Job Assistant Vice President, Insurance Training at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2010 - Present
John Hancock Financial Services January 2005 - May 2010
Skills
Sales Rep Training, Sales Leadership..., Development & delivery..., Relationship Management, Thought Leadership, Strategic Planning, Complex Project..., Change Management
Education
Skidmore College 1984 — 1988
Bachelor of Science (B.S.), Business/Managerial Economics
John Hancock Financial Services May 2010 - Present
John Hancock Financial Services January 2005 - May 2010
Skills
Sales Rep Training, Sales Leadership..., Development & delivery..., Relationship Management, Thought Leadership, Strategic Planning, Complex Project..., Change Management
Education
Skidmore College 1984 — 1988
Bachelor of Science (B.S.), Business/Managerial Economics
Jennifer Mallett's John Hancock Financial Services Experience January 2014 - Present
Job Sr. Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) May 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Variable Annuity New Business October 2007 - June 2010
VA New Business Transfer Team June 2007 - October 2007
VA New Business June 2006 - May 2007
Skills
Business Analysis, Fixed Annuities, Process Improvement, Financial Services, Business Requirements, Risk Management, Visio, Customer Service, Access, SharePoint, Analysis
Education
Southern New Hampshire University 2008 — 2013
Business Administration
University of New Hampshire 2002 — 2005
Russian
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) May 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Variable Annuity New Business October 2007 - June 2010
VA New Business Transfer Team June 2007 - October 2007
VA New Business June 2006 - May 2007
Skills
Business Analysis, Fixed Annuities, Process Improvement, Financial Services, Business Requirements, Risk Management, Visio, Customer Service, Access, SharePoint, Analysis
Education
Southern New Hampshire University 2008 — 2013
Business Administration
University of New Hampshire 2002 — 2005
Russian
David Carlon David Carlon's John Hancock Financial Services Experience 1985 - 2000
Job Business Transformation Leader
Industry Information Technology and Services
Experience
Pemberton Ventures 2012 - Present
Pegasystems 2009 - 2011
IBM Corporation 2003 - 2009
Venture Consulting Group 2002 - 2003
WorldInsure 2000 - 2001
John Hancock Financial Services 1985 - 2000
Skills
Strategy, Business Transformation, Go-to-market Strategy, Enterprise Software, Solution Selling, SaaS, Professional Services, Cloud Computing, Business Alliances, Sales Enablement, CRM, Financial Management, Business Intelligence, Pre-sales, Start-ups, Product Marketing, Management Consulting
Education
Suffolk University
B.S. Magna Cum Laude
Suffolk University - Sawyer School of Management
M.B.A., Honors - Delta Mu Delta
The University of Chicago Booth School of Business
Executive Program in Corporate Strategy
The Chasm Institute
Executive Program in Market Strategy
Pemberton Ventures 2012 - Present
Pegasystems 2009 - 2011
IBM Corporation 2003 - 2009
Venture Consulting Group 2002 - 2003
WorldInsure 2000 - 2001
John Hancock Financial Services 1985 - 2000
Skills
Strategy, Business Transformation, Go-to-market Strategy, Enterprise Software, Solution Selling, SaaS, Professional Services, Cloud Computing, Business Alliances, Sales Enablement, CRM, Financial Management, Business Intelligence, Pre-sales, Start-ups, Product Marketing, Management Consulting
Education
Suffolk University
B.S. Magna Cum Laude
Suffolk University - Sawyer School of Management
M.B.A., Honors - Delta Mu Delta
The University of Chicago Booth School of Business
Executive Program in Corporate Strategy
The Chasm Institute
Executive Program in Market Strategy
Martha Fucillo Martha Fucillo's John Hancock Financial Services Experience December 2010 - April 2014
Job Director of Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
John Hancock Financial Services December 2010 - April 2014
MFS Investment Management December 2005 - December 2010
MFS Investment Management December 2004 - December 2005
MFS Investment Management September 2001 - December 2004
MFS Investment Management November 1996 - September 2001
MFS Investment Management January 1992 - November 1996
Skills
Investments, Retirement Planning, Marketing, Sales, Employee Benefits, Mutual Funds, Series 63, Series 7, Portfolio Management, Retirement, Leadership, Training, Relationship Management, Pensions, 401k, Financial Services
Education
Concordia College
Suffolk University
BA
Fidelity Investments May 2014 - Present
John Hancock Financial Services December 2010 - April 2014
MFS Investment Management December 2005 - December 2010
MFS Investment Management December 2004 - December 2005
MFS Investment Management September 2001 - December 2004
MFS Investment Management November 1996 - September 2001
MFS Investment Management January 1992 - November 1996
Skills
Investments, Retirement Planning, Marketing, Sales, Employee Benefits, Mutual Funds, Series 63, Series 7, Portfolio Management, Retirement, Leadership, Training, Relationship Management, Pensions, 401k, Financial Services
Education
Concordia College
Suffolk University
BA
Jason Caisse Jason Caisse's John Hancock Financial Services Experience February 2015 - Present
Job Manager Licensing and Commissions at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - April 2011
Days Sports March 2005 - June 2009
John Hancock Life Insurance Company (U.S.A.) December 2006 - June 2008
AMP Agency May 2004 - September 2004
Skills
Management, Operations Management, Process Improvement, Financial Services, Business Analysis, Securities, Insurance, Access, Project Management, Investments, Internal Audit, Lotus Notes, Risk Management, Microsoft Excel, Fixed Annuities, Customer Service, Software Documentation, Cognos, Vantage, Microsoft Word, Business Intelligence, Tax Preparation, Hedging, lotus, Seibel, Business Objects, Microsoft Office
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (MBA), Finance
University of Massachusetts Dartmouth
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - April 2011
Days Sports March 2005 - June 2009
John Hancock Life Insurance Company (U.S.A.) December 2006 - June 2008
AMP Agency May 2004 - September 2004
Skills
Management, Operations Management, Process Improvement, Financial Services, Business Analysis, Securities, Insurance, Access, Project Management, Investments, Internal Audit, Lotus Notes, Risk Management, Microsoft Excel, Fixed Annuities, Customer Service, Software Documentation, Cognos, Vantage, Microsoft Word, Business Intelligence, Tax Preparation, Hedging, lotus, Seibel, Business Objects, Microsoft Office
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (MBA), Finance
University of Massachusetts Dartmouth
Bachelor of Arts (B.A.), Economics
Ian McMahon, CPA Ian McMahon, CPA's John Hancock Financial Services Experience January 2014 - Present
Job Senior Auditor at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services January 2014 - Present
McGladrey October 2013 - December 2013
McGladrey February 2011 - September 2013
Skills
Accounting, Auditing, Excel, Financial Reporting, Financial Statements, CPA, Assurance, Financial Accounting, Team Leadership, GAAP, Word, Caseware, PowerPoint, Microsoft Office, General Ledger, Account Reconciliation, Financial Audits, Variance Analysis, Accountants, Journal Entries, Internal Controls, Microsoft Excel
Education
Southern New Hampshire University 2009 — 2010
M.S., Accounting
University of Massachusetts, Amherst 2005 — 2009
B.S., Psychology
John Hancock Financial Services January 2014 - Present
McGladrey October 2013 - December 2013
McGladrey February 2011 - September 2013
Skills
Accounting, Auditing, Excel, Financial Reporting, Financial Statements, CPA, Assurance, Financial Accounting, Team Leadership, GAAP, Word, Caseware, PowerPoint, Microsoft Office, General Ledger, Account Reconciliation, Financial Audits, Variance Analysis, Accountants, Journal Entries, Internal Controls, Microsoft Excel
Education
Southern New Hampshire University 2009 — 2010
M.S., Accounting
University of Massachusetts, Amherst 2005 — 2009
B.S., Psychology
Jennifer Zinner's John Hancock Financial Services Experience March 2015 - Present
Job Director, Salesforce Governance & Relationship Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
Manulife Asset Management (formerly MFC Global Investment Management) 2008 - February 2011
MFC (John Hancock) Investment Systems September 2006 - 2008
J.P. Morgan Invest, LLC April 2004 - January 2006
J.P. Morgan Invest, LLC January 2003 - April 2004
Thomson Financial 1990 - 2002
Skills
Business Analysis, Product Management, Account Management, Product Development, Cross-functional Team..., Portfolio Management, Financial Services, Requirements Gathering, Requirements Analysis, Vendor Management, Process Improvement, Program Management, Vendor Relationships, Project Management, IT Strategy, Project Portfolio..., Business Requirements, Relationship Management, Business Strategy, CRM, Salesforce.com, PMO, Management, Risk Management, Analysis, Leadership, Business Process, IT Management, Strategy
Education
Andrew Warde High School
Skidmore College
Bachelor’s Degree, Business/English
John Hancock Financial Services March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
Manulife Asset Management (formerly MFC Global Investment Management) 2008 - February 2011
MFC (John Hancock) Investment Systems September 2006 - 2008
J.P. Morgan Invest, LLC April 2004 - January 2006
J.P. Morgan Invest, LLC January 2003 - April 2004
Thomson Financial 1990 - 2002
Skills
Business Analysis, Product Management, Account Management, Product Development, Cross-functional Team..., Portfolio Management, Financial Services, Requirements Gathering, Requirements Analysis, Vendor Management, Process Improvement, Program Management, Vendor Relationships, Project Management, IT Strategy, Project Portfolio..., Business Requirements, Relationship Management, Business Strategy, CRM, Salesforce.com, PMO, Management, Risk Management, Analysis, Leadership, Business Process, IT Management, Strategy
Education
Andrew Warde High School
Skidmore College
Bachelor’s Degree, Business/English
Jen Higgins's John Hancock Financial Services Experience June 1999 - September 2000
Job Senior Business Analyst / IT Consultant
Industry Information Technology and Services
Experience
UMass Medical School January 2014 - July 2014
American Tower September 2011 - September 2013
SRA International November 2004 - September 2011
Triad Health Management January 2002 - October 2004
Mid-City Urban, LLC March 2001 - January 2002
Lotus Development Corp September 2000 - March 2001
John Hancock Financial Services June 1999 - September 2000
Skills
Requirements Gathering, User Acceptance Testing, Requirements Management, Software Documentation, Integration, SDLC, Testing, Cross-functional Team..., Agile Methodologies, Requirements Analysis, Process Improvement, Quality Assurance, Business Process, User Interface Design, Test Driven Development, Leadership, Project Planning, Volunteer Management, Technical Writing, Scrum, XML, Visio, Test Planning, Systems Analysis, Balsamiq, ALM (Quality Center), Web Applications, Business Analysis, Human Resources, Analysis, Mircrosoft Team..., JIRA, Wireframes, Business Requirements
Education
Simmons College 1995 — 1999
Bachelor of the Arts
Gorham High School 1991 — 1995
High School Diploma
UMass Medical School January 2014 - July 2014
American Tower September 2011 - September 2013
SRA International November 2004 - September 2011
Triad Health Management January 2002 - October 2004
Mid-City Urban, LLC March 2001 - January 2002
Lotus Development Corp September 2000 - March 2001
John Hancock Financial Services June 1999 - September 2000
Skills
Requirements Gathering, User Acceptance Testing, Requirements Management, Software Documentation, Integration, SDLC, Testing, Cross-functional Team..., Agile Methodologies, Requirements Analysis, Process Improvement, Quality Assurance, Business Process, User Interface Design, Test Driven Development, Leadership, Project Planning, Volunteer Management, Technical Writing, Scrum, XML, Visio, Test Planning, Systems Analysis, Balsamiq, ALM (Quality Center), Web Applications, Business Analysis, Human Resources, Analysis, Mircrosoft Team..., JIRA, Wireframes, Business Requirements
Education
Simmons College 1995 — 1999
Bachelor of the Arts
Gorham High School 1991 — 1995
High School Diploma
James Restuccia's John Hancock Financial Services Experience February 1997 - April 2004
Job Accounting Professional
Industry Accounting
Experience
Thermo Fisher Scientific November 2007 - Present
Aspen Insurance US Services March 2004 - 2007
John Hancock Financial Services February 1997 - April 2004
TYCO International February 1995 - May 1997
Risk Specialist Companies (Division of American Inetrnation Group) March 1989 - February 1996
Lexington Insurance Company (Division of American International Group) April 1984 - 1986
Skills
Internal Audit, Accounting, Insurance, Financial Analysis, Forecasting, GAAP, Auditing, Financial Reporting, Business Analysis, Internal Controls, Sarbanes-Oxley Act, Risk Management, US GAAP, Financial Accounting, Sarbanes-Oxley, Revenue Recognition, Cash Flow, Cost Accounting, Account Reconciliation
Education
Southern New Hampshire University
MBA, Finance
Suffolk University 1978 — 1981
BSBA Accounting, Accounting
Thermo Fisher Scientific November 2007 - Present
Aspen Insurance US Services March 2004 - 2007
John Hancock Financial Services February 1997 - April 2004
TYCO International February 1995 - May 1997
Risk Specialist Companies (Division of American Inetrnation Group) March 1989 - February 1996
Lexington Insurance Company (Division of American International Group) April 1984 - 1986
Skills
Internal Audit, Accounting, Insurance, Financial Analysis, Forecasting, GAAP, Auditing, Financial Reporting, Business Analysis, Internal Controls, Sarbanes-Oxley Act, Risk Management, US GAAP, Financial Accounting, Sarbanes-Oxley, Revenue Recognition, Cash Flow, Cost Accounting, Account Reconciliation
Education
Southern New Hampshire University
MBA, Finance
Suffolk University 1978 — 1981
BSBA Accounting, Accounting
Karin Pontelandolfo, CMP's John Hancock Financial Services Experience April 1999 - July 2011
Job Senior Meeting Planner at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2011 - Present
John Hancock Financial Services April 1999 - July 2011
John Hancock Annuities April 1999 - March 2000
American Red Cross 1997 - 1999
Nursing and Home Care, Inc. September 1995 - 1997
Skills
Leadership, Budgets, Event Planning, Event Management, Marketing, Sales, Fundraising, Management, Mutual Funds, Meeting Planning, Public Speaking, Program Management, Fixed Annuities, Microsoft Excel, PowerPoint, Customer Service, Trade Shows, Corporate Events, Insurance, Microsoft Office, Series 6, Financial Services, Sales Management
Education
Stonehill College 1991 — 1995
Ridgefield High School 1987 — 1991
Liberty Mutual Insurance July 2011 - Present
John Hancock Financial Services April 1999 - July 2011
John Hancock Annuities April 1999 - March 2000
American Red Cross 1997 - 1999
Nursing and Home Care, Inc. September 1995 - 1997
Skills
Leadership, Budgets, Event Planning, Event Management, Marketing, Sales, Fundraising, Management, Mutual Funds, Meeting Planning, Public Speaking, Program Management, Fixed Annuities, Microsoft Excel, PowerPoint, Customer Service, Trade Shows, Corporate Events, Insurance, Microsoft Office, Series 6, Financial Services, Sales Management
Education
Stonehill College 1991 — 1995
Ridgefield High School 1987 — 1991
Madeline Phillips's John Hancock Financial Services Experience 1997 - 2001
Job Medicaid Analyst at Pfizer
Industry Financial Services
Experience
Pfizer July 2010 - Present
Pfizer June 2007 - September 2010
Memphis In May June 2004 - May 2007
LRK Architects 2004 - 2005
John Hancock Financial Services 1997 - 2001
Skills
Process Improvement, Strategic Planning, Risk Management, Business Analysis, Change Management, Organizational..., Leadership Development, Team Building, Forecasting, Coaching, Strategic Financial..., Budgets, Financial Analysis, Analysis, Data Analysis, Pharmaceutical Industry, Leadership, Cross-functional Team..., Financial Modeling, Business Process..., Mergers, Succession Planning, Management, Start-ups, Mergers & Acquisitions, Management Consulting, Training, Performance Management, Program Management, Business Planning, Strategy, Business Strategy, Business Development, Policy, Entrepreneurship, Team Leadership, Finance, Project Planning, Business Intelligence, Accounting
Education
Smith College
BA, Economics
Suffield Academy
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Pfizer July 2010 - Present
Pfizer June 2007 - September 2010
Memphis In May June 2004 - May 2007
LRK Architects 2004 - 2005
John Hancock Financial Services 1997 - 2001
Skills
Process Improvement, Strategic Planning, Risk Management, Business Analysis, Change Management, Organizational..., Leadership Development, Team Building, Forecasting, Coaching, Strategic Financial..., Budgets, Financial Analysis, Analysis, Data Analysis, Pharmaceutical Industry, Leadership, Cross-functional Team..., Financial Modeling, Business Process..., Mergers, Succession Planning, Management, Start-ups, Mergers & Acquisitions, Management Consulting, Training, Performance Management, Program Management, Business Planning, Strategy, Business Strategy, Business Development, Policy, Entrepreneurship, Team Leadership, Finance, Project Planning, Business Intelligence, Accounting
Education
Smith College
BA, Economics
Suffield Academy
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Page Palmer's John Hancock Financial Services Experience 1999 - 2004
Job Independent Insurance Professional
Industry Insurance
Experience
John Hancock Financial Services 1999 - 2004
John Hancock 1974 - 2004
Education
Smith College
John Hancock Financial Services 1999 - 2004
John Hancock 1974 - 2004
Education
Smith College
Lea Saccardo's John Hancock Financial Services Experience 2003 - Present
Job Sr. Human Resource Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services 2003 - Present
John Hancock Financial Services 1984 - 2003
Skills
Compensation, Employee Relations, Talent Management, Coaching, HRIS, Performance Management, Benefits, Organizational..., Deferred Compensation, Leadership, Employee Benefits, HR Policies, Human Resources, Strategy, Personnel Management, Training, Program Management, New Hire Orientations, Succession Planning
Education
Simmons College
Associates
John Hancock Financial Services 2003 - Present
John Hancock Financial Services 1984 - 2003
Skills
Compensation, Employee Relations, Talent Management, Coaching, HRIS, Performance Management, Benefits, Organizational..., Deferred Compensation, Leadership, Employee Benefits, HR Policies, Human Resources, Strategy, Personnel Management, Training, Program Management, New Hire Orientations, Succession Planning
Education
Simmons College
Associates
Gretchen Whiting's John Hancock Financial Services Experience March 2013 - Present
Job Global Process Management Lead at John Hancock Financial Services / Manulife Financial
Industry Information Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
wendy benson's John Hancock Financial Services Experience 1998 - 2000
Job Vice President and Chief Operating Officer
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Mass Mutual Life Insurance Company October 2009 - Present
John Hancock January 2002 - August 2007
John Hancock January 2000 - 2002
John Hancock Financial Services 1998 - 2000
Skills
Product Development, Insurance, Financial Services, Business Analysis, Financial Reporting, Management, Marketing, Mergers, Mutual Funds, Product Management, Sales, Sales Operations, Strategic Planning, Risk Management, Start-ups
Education
State University of New York College at Brockport 1982 — 1986
MassMutual Financial Group February 2014 - Present
Mass Mutual Life Insurance Company October 2009 - Present
John Hancock January 2002 - August 2007
John Hancock January 2000 - 2002
John Hancock Financial Services 1998 - 2000
Skills
Product Development, Insurance, Financial Services, Business Analysis, Financial Reporting, Management, Marketing, Mergers, Mutual Funds, Product Management, Sales, Sales Operations, Strategic Planning, Risk Management, Start-ups
Education
State University of New York College at Brockport 1982 — 1986
Meredith Babine's John Hancock Financial Services Experience May 2014 - December 2014
Job Rollover Education Operations Consultant at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - December 2014
John Hancock Financial Services March 2011 - May 2014
Realty Capital Securities February 2010 - January 2011
Fidelity Investments (IWS) January 2008 - December 2008
Skills
Financial Services, Operations Management, Project Management, Business Analysis, Process Flow, 401k, Retirement Planning, REIT, Series 7, Private Client Services, Series 63, Mutual Funds, Retirement, Wealth Management, IRAs, Alternative Investments
Education
University of Pennsylvania - The Wharton School
Retirement Plans
Simmons College 2005 — 2007
B.A., Management/Finance
McGill University 2003 — 2005
Finance, General
John Hancock Financial Services May 2014 - December 2014
John Hancock Financial Services March 2011 - May 2014
Realty Capital Securities February 2010 - January 2011
Fidelity Investments (IWS) January 2008 - December 2008
Skills
Financial Services, Operations Management, Project Management, Business Analysis, Process Flow, 401k, Retirement Planning, REIT, Series 7, Private Client Services, Series 63, Mutual Funds, Retirement, Wealth Management, IRAs, Alternative Investments
Education
University of Pennsylvania - The Wharton School
Retirement Plans
Simmons College 2005 — 2007
B.A., Management/Finance
McGill University 2003 — 2005
Finance, General
Christopher McFarland's John Hancock Financial Services Experience 2006 - 2011
Job Regional Sales Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Jen Rooth's John Hancock Financial Services Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
CNL January 2011 - June 2012
MFS Investment Management September 2005 - April 2008
MFS Investment Management December 2003 - September 2005
MFS Investment Management January 2000 - November 2003
John Hancock Financial Services 1998 - 2000
Skills
Project Management, Mutual Funds, Financial Services, Alternative Investments, Relationship Management, Process Improvement, Business Analysis, Microsoft Excel, Problem Solving, Vendor Management, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Stetson University 1994 — 1998
BBA
CNL January 2011 - June 2012
MFS Investment Management September 2005 - April 2008
MFS Investment Management December 2003 - September 2005
MFS Investment Management January 2000 - November 2003
John Hancock Financial Services 1998 - 2000
Skills
Project Management, Mutual Funds, Financial Services, Alternative Investments, Relationship Management, Process Improvement, Business Analysis, Microsoft Excel, Problem Solving, Vendor Management, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Stetson University 1994 — 1998
BBA
Pink Lemonade Of Life's John Hancock Financial Services Experience February 1986 - May 1989
Job Public Relations, Social Media Manager, Special Events Coordinator, Meet Coordinator at Gymnastics Zone
Industry Online Media
Experience
Gymnastics Zone May 2013 - Present
Gymnastics Zone Parent Association, Inc. June 2011 - May 2013
Big Dipper Ice Cream Parlor June 1992 - July 2002
Marriott International June 1994 - May 1996
Napa Chamber of Commerce April 1994 - June 1994
Beaulieu Vineyards March 1993 - April 1994
Air Liquide (Alphagaz) July 1991 - August 1992
Air Liquide May 1989 - July 1991
John Hancock Financial Services February 1986 - May 1989
Education
NVC 1992 — 1994
Associate's degree, Wine Sales and Marketing
Solano Community College 1983 — 1985
Associate's degree, Criminal Justice and Corrections
St Vincent Ferrer High School 1979 — 1983
Diploma, General Education
Gymnastics Zone May 2013 - Present
Gymnastics Zone Parent Association, Inc. June 2011 - May 2013
Big Dipper Ice Cream Parlor June 1992 - July 2002
Marriott International June 1994 - May 1996
Napa Chamber of Commerce April 1994 - June 1994
Beaulieu Vineyards March 1993 - April 1994
Air Liquide (Alphagaz) July 1991 - August 1992
Air Liquide May 1989 - July 1991
John Hancock Financial Services February 1986 - May 1989
Education
NVC 1992 — 1994
Associate's degree, Wine Sales and Marketing
Solano Community College 1983 — 1985
Associate's degree, Criminal Justice and Corrections
St Vincent Ferrer High School 1979 — 1983
Diploma, General Education
Donna Cleary's John Hancock Financial Services Experience 1985 - 2006
Job Business Development Manager at New Horizons Computer Learning Center
Industry Information Technology and Services
Experience
New Horizons Computer Learning Center July 2009 - August 2010
New Horizons of Boston July 2009 - August 2010
CompuWorks Systems, Inc. February 2008 - June 2009
John Hancock 1985 - 2006
John Hancock Financial Services 1985 - 2006
John Hancock Life Insurance 1985 - 2006
Education
Simmons College 1980 — 1982
Saugus High 1967 — 1970
New Horizons Computer Learning Center July 2009 - August 2010
New Horizons of Boston July 2009 - August 2010
CompuWorks Systems, Inc. February 2008 - June 2009
John Hancock 1985 - 2006
John Hancock Financial Services 1985 - 2006
John Hancock Life Insurance 1985 - 2006
Education
Simmons College 1980 — 1982
Saugus High 1967 — 1970
Erika Afzali's John Hancock Financial Services Experience April 2014 - Present
Job Legal Entity Reporting and Regulatory Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services August 2013 - April 2014
John Hancock Financial Services October 2008 - August 2013
John Hancock May 2005 - September 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Financial Modeling, Microsoft Office, Financial Accounting, Auditing, Financial Reporting, SEC filings, US GAAP
Education
Suffolk University 2001 — 2005
BSBA, Finance
Arlington Catholic HS
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services August 2013 - April 2014
John Hancock Financial Services October 2008 - August 2013
John Hancock May 2005 - September 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Financial Modeling, Microsoft Office, Financial Accounting, Auditing, Financial Reporting, SEC filings, US GAAP
Education
Suffolk University 2001 — 2005
BSBA, Finance
Arlington Catholic HS
Bob Florian, CFP®, CLU®, CPA's John Hancock Financial Services Experience 1990 - 1997
Job Owner at Florian Financial Group LLC
Industry Financial Services
Experience
Florian Financial Group LLC 1997 - Present
Financial Planning Solutions 1990 - 1997
John Hancock Financial Services 1990 - 1997
Bristol-Myers Squibb 1988 - 1989
Westwood Pharmaceuticals 1984 - 1987
Skills
Business Strategy, Retirement Planning, 401k management, Insurance Advice, Financial Planning, Asset Management, Strategic Planning, Strategic Financial..., Financial Analysis, Insurance, Business Planning, Investments, Small Business, Process Improvement, Microsoft Excel, Microsoft Office, Customer Service
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting & Finance
Certified Financial Planner Board of Standards Inc.
CFP®
The American College
CLU®
The University of the State of New York Education Department
CPA
Florian Financial Group LLC 1997 - Present
Financial Planning Solutions 1990 - 1997
John Hancock Financial Services 1990 - 1997
Bristol-Myers Squibb 1988 - 1989
Westwood Pharmaceuticals 1984 - 1987
Skills
Business Strategy, Retirement Planning, 401k management, Insurance Advice, Financial Planning, Asset Management, Strategic Planning, Strategic Financial..., Financial Analysis, Insurance, Business Planning, Investments, Small Business, Process Improvement, Microsoft Excel, Microsoft Office, Customer Service
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting & Finance
Certified Financial Planner Board of Standards Inc.
CFP®
The American College
CLU®
The University of the State of New York Education Department
CPA
Kimberly Alpuerto's John Hancock Financial Services Experience January 2013 - Present
Job Intermediary Oversight Director, Dealer Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
John Hancock 2003 - December 2012
John Hancock 2001 - 2003
John Hancock 1999 - 2001
John Hancock 1998 - 1999
John Hancock 1997 - 1998
John Hancock 1996 - 1997
Skills
Retirement, Asset Allocation, Relationship Management, Investments, Mutual Funds, Pensions, Retirement Planning, 401k, Securities, Series 63, Business Analysis, Process Improvement, Series 6, Project Management, SDLC, Investment Management, Risk Management, Wealth Management, Financial Services, Financial Modeling, FINRA, Leadership, Portfolio Management, Alternative Investments, Insurance, Investment Advisory, Asset Management, Management, Back Office, Bloomberg
Education
Stonehill College 1992 — 1996
Bachelor of Arts (B.A.)
John Hancock Financial Services January 2013 - Present
John Hancock 2003 - December 2012
John Hancock 2001 - 2003
John Hancock 1999 - 2001
John Hancock 1998 - 1999
John Hancock 1997 - 1998
John Hancock 1996 - 1997
Skills
Retirement, Asset Allocation, Relationship Management, Investments, Mutual Funds, Pensions, Retirement Planning, 401k, Securities, Series 63, Business Analysis, Process Improvement, Series 6, Project Management, SDLC, Investment Management, Risk Management, Wealth Management, Financial Services, Financial Modeling, FINRA, Leadership, Portfolio Management, Alternative Investments, Insurance, Investment Advisory, Asset Management, Management, Back Office, Bloomberg
Education
Stonehill College 1992 — 1996
Bachelor of Arts (B.A.)
Andrew J. Walter's John Hancock Financial Services Experience June 2014 - March 2015
Job Financial Representative
Industry Aviation & Aerospace
Experience
US Air Force Reserve August 2010 - Present
John Hancock Financial Services June 2014 - March 2015
Sierra Nevada Corporation April 2012 - May 2014
Jeppesen, a Boeing Company September 2008 - April 2012
USAF and ANG May 1996 - August 2010
Education
United States Air Force Academy
Bachelor's degree, Computer Science
St. Mary's University
Master's degree, Computer Information Systems
US Air Force Reserve August 2010 - Present
John Hancock Financial Services June 2014 - March 2015
Sierra Nevada Corporation April 2012 - May 2014
Jeppesen, a Boeing Company September 2008 - April 2012
USAF and ANG May 1996 - August 2010
Education
United States Air Force Academy
Bachelor's degree, Computer Science
St. Mary's University
Master's degree, Computer Information Systems
Edie Evans's John Hancock Financial Services Experience 1980 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
Coach November 2013 - Present
York Harbor Inn, York, Maine November 1973 - May 2010
John Hancock Mutual Life Insurance Company 1980 - 2010
John Hancock Financial Services 1980 - 2008
John Hancock Life Insurance Company (U.S.A.) 1975 - 2007
John Hancock 1967 - 2007
Skills
Onboarding, Employee Benefits, Recruiting, Temporary Placement, Customer Service, Talent Management, HRIS, Talent Acquisition, Employee Relations, Deferred Compensation, Performance Management, Human Resources, Succession Planning, Interviews, New Hire Orientations, College Recruiting, Employee Engagement
Education
Simmons College 1989 — 1993
Bachelor's degree, Sociology
Coach November 2013 - Present
York Harbor Inn, York, Maine November 1973 - May 2010
John Hancock Mutual Life Insurance Company 1980 - 2010
John Hancock Financial Services 1980 - 2008
John Hancock Life Insurance Company (U.S.A.) 1975 - 2007
John Hancock 1967 - 2007
Skills
Onboarding, Employee Benefits, Recruiting, Temporary Placement, Customer Service, Talent Management, HRIS, Talent Acquisition, Employee Relations, Deferred Compensation, Performance Management, Human Resources, Succession Planning, Interviews, New Hire Orientations, College Recruiting, Employee Engagement
Education
Simmons College 1989 — 1993
Bachelor's degree, Sociology
Joseph Caggiano III, CRPC, CLTC's John Hancock Financial Services Experience January 2013 - July 2014
Job Investment Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Neil Sullivan's John Hancock Financial Services Experience January 2009 - June 2011
Job Corporate Controller at Symmons Industries
Industry Financial Services
Experience
Symmons Industries January 2014 - Present
Symmons Industries January 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
John Hancock Financial Services January 2009 - June 2011
Deloitte September 2007 - December 2008
Deloitte June 2005 - September 2007
Alexander, Aronson, Finning & Co., P.C. June 2003 - June 2005
Skills
Internal Controls, Audit, Financial Reporting, Accounting, SOX, Auditing, Tax Returns, GAAP, Finance, CPA, Financial Statements, Analysis, Management
Education
Stonehill College 2004 — 2005
MSA, Accounting
Stonehill College 2000 — 2004
BSBA, Accounting
Oliver Ames HS 1996 — 2000
Symmons Industries January 2014 - Present
Symmons Industries January 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
John Hancock Financial Services January 2009 - June 2011
Deloitte September 2007 - December 2008
Deloitte June 2005 - September 2007
Alexander, Aronson, Finning & Co., P.C. June 2003 - June 2005
Skills
Internal Controls, Audit, Financial Reporting, Accounting, SOX, Auditing, Tax Returns, GAAP, Finance, CPA, Financial Statements, Analysis, Management
Education
Stonehill College 2004 — 2005
MSA, Accounting
Stonehill College 2000 — 2004
BSBA, Accounting
Oliver Ames HS 1996 — 2000
Peter Frye's John Hancock Financial Services Experience August 2015 - Present
Job Training and Development
Industry Insurance
Experience
John Hancock Financial Services August 2015 - Present
Fidelity Investments March 2007 - Present
Fidelity January 2006 - March 2007
Skills
Teaching, Training & Development, Training, Analysis, Instructional Design, Mutual Funds, Financial Services, Fixed Income, Account Reconciliation, Research, Trading, Business Process, Auditing, Leadership, Program Management, Management
Education
Southern New Hampshire University 2010 — 2013
Master of Education, Instructional Design, 3.849 GPA
University of New Hampshire
Bachelor of Arts, English
John Hancock Financial Services August 2015 - Present
Fidelity Investments March 2007 - Present
Fidelity January 2006 - March 2007
Skills
Teaching, Training & Development, Training, Analysis, Instructional Design, Mutual Funds, Financial Services, Fixed Income, Account Reconciliation, Research, Trading, Business Process, Auditing, Leadership, Program Management, Management
Education
Southern New Hampshire University 2010 — 2013
Master of Education, Instructional Design, 3.849 GPA
University of New Hampshire
Bachelor of Arts, English
Michael Shanley's John Hancock Financial Services Experience August 2010 - June 2011
Job John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2011 - Present
John Hancock Financial Services August 2010 - June 2011
Wells Fargo Advantage Funds January 2010 - July 2010
Guardian/RS Funds May 2007 - February 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Sales Presentations, Financial Services, Alternative Investments, Fixed Annuities, Variable Annuities, Business Development, Sales
Education
Stonehill College
B.S, Business/Marketing
John Hancock Investments July 2011 - Present
John Hancock Financial Services August 2010 - June 2011
Wells Fargo Advantage Funds January 2010 - July 2010
Guardian/RS Funds May 2007 - February 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Sales Presentations, Financial Services, Alternative Investments, Fixed Annuities, Variable Annuities, Business Development, Sales
Education
Stonehill College
B.S, Business/Marketing
Ding (Eric) Zhang's John Hancock Financial Services Experience July 2009 - September 2009
Job Senior Mortgage Banking Operation Professional
Industry Financial Services
Experience
JPMorgan Chase July 2010 - July 2014
Stony Brook University September 2009 - December 2009
John Hancock Financial Services July 2009 - September 2009
Stony Brook University January 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Loans, Economics, Quantitative Analytics, Valuation, Financial Statement..., Bloomberg, Bloomberg Terminal, Processing, Access, Java, Zippy, CLOSR, Data Verify, MSP, Pipeline Management, Regulatory Compliance, Financial Operations
Education
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science/Arts, Major in Applied Math and Statistics, Economics. Minor in Finance.
JPMorgan Chase July 2010 - July 2014
Stony Brook University September 2009 - December 2009
John Hancock Financial Services July 2009 - September 2009
Stony Brook University January 2009 - May 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Loans, Economics, Quantitative Analytics, Valuation, Financial Statement..., Bloomberg, Bloomberg Terminal, Processing, Access, Java, Zippy, CLOSR, Data Verify, MSP, Pipeline Management, Regulatory Compliance, Financial Operations
Education
State University of New York at Stony Brook 2006 — 2010
Bachelor of Science/Arts, Major in Applied Math and Statistics, Economics. Minor in Finance.
Felicia Kane, MSF's John Hancock Financial Services Experience May 2015 - Present
Job Sr. Operations Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
John Hancock Financial Services May 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2011
Northeast Credit Union September 2006 - September 2007
TD January 2003 - August 2006
Skills
Operations Management, Business Process..., Compliance, Collections, Employee Training, Fixed Annuities, Wealth Management, SharePoint, Variable Annuities, Insurance, AWD, Financial Services, Cognos, Quality Assurance, Mortgage Banking, Loan Origination, Business Analysis, Treasury, Projects, Group Benefit Plans, Accurint, Vantage, Project Management, Process Improvement, Finance, Management, Risk Management, Analysis
Education
Southern New Hampshire University 2009 — 2012
Master of Science (M.S.), Accounting and Finance
Southern New Hampshire University 2004 — 2008
Bachelor of Science (B.S.), Business/Finance, 3.5
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services July 2014 - April 2015
John Hancock Financial Services May 2013 - June 2014
John Hancock Financial Services May 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2011
Northeast Credit Union September 2006 - September 2007
TD January 2003 - August 2006
Skills
Operations Management, Business Process..., Compliance, Collections, Employee Training, Fixed Annuities, Wealth Management, SharePoint, Variable Annuities, Insurance, AWD, Financial Services, Cognos, Quality Assurance, Mortgage Banking, Loan Origination, Business Analysis, Treasury, Projects, Group Benefit Plans, Accurint, Vantage, Project Management, Process Improvement, Finance, Management, Risk Management, Analysis
Education
Southern New Hampshire University 2009 — 2012
Master of Science (M.S.), Accounting and Finance
Southern New Hampshire University 2004 — 2008
Bachelor of Science (B.S.), Business/Finance, 3.5
Mary Forero's John Hancock Financial Services Experience July 2014 - Present
Job Control Specialist II at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services May 2011 - June 2014
John Hancock Financial Services October 2007 - April 2011
Lifeplans March 2005 - September 2007
Skills
Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Strategic Planning, Project Management, Recruiting, Human Resources
Education
Southern New Hampshire University 2009 — 2011
Master of Business Administration (MBA)
Universidad Santo Tomás 1989 — 1994
Bachellor Of Ecomocs & Administration, Business Administration and Management, General
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services May 2011 - June 2014
John Hancock Financial Services October 2007 - April 2011
Lifeplans March 2005 - September 2007
Skills
Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Training, Strategic Planning, Project Management, Recruiting, Human Resources
Education
Southern New Hampshire University 2009 — 2011
Master of Business Administration (MBA)
Universidad Santo Tomás 1989 — 1994
Bachellor Of Ecomocs & Administration, Business Administration and Management, General
Ginger (Burns) Beaupre's John Hancock Financial Services Experience March 2015 - Present
Job AVP Audit Services, John Hancock / Manulife Financial
Industry Financial Services
Experience
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services December 2006 - Present
John Hancock Financial Services 1995 - Present
Sallie Mae 1996 - 1998
Sallie Mae 1992 - 1996
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Process Control, People Skills, Financial Analysis, Risk Management, Enterprise Risk..., Financial Services, Financial Reporting, Analysis, Financial Risk
Education
SUNY Oswego
Bachelor's degree, Business Administration and Management, General
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services December 2006 - Present
John Hancock Financial Services 1995 - Present
Sallie Mae 1996 - 1998
Sallie Mae 1992 - 1996
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Process Control, People Skills, Financial Analysis, Risk Management, Enterprise Risk..., Financial Services, Financial Reporting, Analysis, Financial Risk
Education
SUNY Oswego
Bachelor's degree, Business Administration and Management, General
Laura Besecker's John Hancock Financial Services Experience 1979 - 1984
Job
Industry Health, Wellness and Fitness
Experience
Institute for Integrative Nutrition September 2012 - Present
Besecker household 1988 - Present
Pennmark Auto Group 1992 - 2010
Prudential Bache Securities 1984 - 1987
John Hancock Financial Services 1979 - 1984
Skills
Fitness, Wellness Coaching, Nutrition, Wellness, Yoga, Corporations, Nutrition Education, Health Education
Education
ST. JOHNS UNIVERSITY, JAMAICA, NEW YORK 1974 — 1978
Bachelor's degree, MARKETING AND MEDIA COMMUNICATIONS
St. John's University 1974 — 1978
BS, Communications/marketing
St. Johns University 1974 — 1978
Bachelor of Arts (B.A.), Marketing and media communications
Institute for Integrative Nutrition September 2012 - Present
Besecker household 1988 - Present
Pennmark Auto Group 1992 - 2010
Prudential Bache Securities 1984 - 1987
John Hancock Financial Services 1979 - 1984
Skills
Fitness, Wellness Coaching, Nutrition, Wellness, Yoga, Corporations, Nutrition Education, Health Education
Education
ST. JOHNS UNIVERSITY, JAMAICA, NEW YORK 1974 — 1978
Bachelor's degree, MARKETING AND MEDIA COMMUNICATIONS
St. John's University 1974 — 1978
BS, Communications/marketing
St. Johns University 1974 — 1978
Bachelor of Arts (B.A.), Marketing and media communications
Chuck Simms's John Hancock Financial Services Experience May 1994 - February 1995
Job Manager, Financial Services Marketing at MWA Financial Services, Inc.
Industry Financial Services
Experience
MWA Financial Services, Inc. September 2015 - Present
Modern Woodmen of America February 2014 - August 2015
Modern Woodmen of America November 2010 - February 2014
Modern Woodmen of America February 2001 - November 2010
Principal Financial Group September 1997 - January 2001
Principal Financial Group September 1995 - September 1997
New England Financial February 1995 - September 1995
John Hancock Financial Services May 1994 - February 1995
Skills
Series 6, Series 7, series 26, Series 63, Licensed Life Insurance..., Retirement Planning, Qualified Retirement..., Retirement Savings, Retirement Income..., Fixed Annuities, Variable Annuities, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, IRAs, Life Insurance
Education
Simpson College 1990 — 1994
Bachelor's degree, Accounting
MWA Financial Services, Inc. September 2015 - Present
Modern Woodmen of America February 2014 - August 2015
Modern Woodmen of America November 2010 - February 2014
Modern Woodmen of America February 2001 - November 2010
Principal Financial Group September 1997 - January 2001
Principal Financial Group September 1995 - September 1997
New England Financial February 1995 - September 1995
John Hancock Financial Services May 1994 - February 1995
Skills
Series 6, Series 7, series 26, Series 63, Licensed Life Insurance..., Retirement Planning, Qualified Retirement..., Retirement Savings, Retirement Income..., Fixed Annuities, Variable Annuities, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, IRAs, Life Insurance
Education
Simpson College 1990 — 1994
Bachelor's degree, Accounting
Brent Harnisch's John Hancock Financial Services Experience September 2008 - Present
Job Incident Manager at Manulife Financial & John Hancock
Industry Financial Services
Experience
John Hancock Financial Services September 2008 - Present
Department of Veterans Affairs May 2007 - September 2007
Skills
Customer Service, Microsoft Office, Management, ITIL, IT Service Management, Analysis, Project Management, Vendor Management, Business Analysis, Team Leadership
Education
Southern NH University 2011 — 2014
Master of Business Administration (MBA), Information Technology
Wentworth Institute of Technology 2004 — 2008
Bachelor's degree, Information Technology
John Hancock Financial Services September 2008 - Present
Department of Veterans Affairs May 2007 - September 2007
Skills
Customer Service, Microsoft Office, Management, ITIL, IT Service Management, Analysis, Project Management, Vendor Management, Business Analysis, Team Leadership
Education
Southern NH University 2011 — 2014
Master of Business Administration (MBA), Information Technology
Wentworth Institute of Technology 2004 — 2008
Bachelor's degree, Information Technology
David Pappas CRPC, CFS's John Hancock Financial Services Experience 2005 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Financial Services 2005 - 2012
Wells Fargo February 1999 - November 2005
Zweig-Glaser Advisors/Zweig Euclid Mutual funds January 1992 - February 1999
J.M. Hartwell & Co. - Hartwell Funds, Hatrwell/Keystone Distributors December 1989 - December 1991
Skills
Mutual Funds, Wealth Management, Investments, Risk Management, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Allocation, New Business Development, Client Behavioral..., Separately Managed..., Financial Services, Retirement Planning, Securities, 401k, Vairiable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Asset Management, Financial Advisory, Series 6, Retirement
Education
St. John's University
Bachelor's Degree, Criminal Justice
John Hancock Financial Services 2005 - 2012
Wells Fargo February 1999 - November 2005
Zweig-Glaser Advisors/Zweig Euclid Mutual funds January 1992 - February 1999
J.M. Hartwell & Co. - Hartwell Funds, Hatrwell/Keystone Distributors December 1989 - December 1991
Skills
Mutual Funds, Wealth Management, Investments, Risk Management, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Allocation, New Business Development, Client Behavioral..., Separately Managed..., Financial Services, Retirement Planning, Securities, 401k, Vairiable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Asset Management, Financial Advisory, Series 6, Retirement
Education
St. John's University
Bachelor's Degree, Criminal Justice
Ruth Baxter's John Hancock Financial Services Experience September 2000 - January 2005
Job
Industry
Experience
The Monogram Source March 2005 - January 2009
John Hancock Financial Services September 2000 - January 2005
Evergreen Investments October 1999 - September 2000
Investors Bank & Trust July 1997 - October 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Outlook
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Episcopal High School 1991 — 1993
The Monogram Source March 2005 - January 2009
John Hancock Financial Services September 2000 - January 2005
Evergreen Investments October 1999 - September 2000
Investors Bank & Trust July 1997 - October 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Outlook
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Episcopal High School 1991 — 1993
Sharon O'Mahony's John Hancock Financial Services Experience June 2013 - November 2014
Job Staff Accountant/Fixed Asset Reporting/Account Recon/Cash Management/Variance Analysis/Seeking New Opportunities
Industry Financial Services
Experience
The Irish Pastoral Centre June 2015 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Financial Services 2005 - 2013
John Hancock Financial Services 1998 - 2004
John Hancock Financial Services June 1985 - 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Financial Statements, Strategic Financial..., Financial Modeling, Tax, Fixed Asset Reporting, Cash Management, Accounts Payable, Variance Analysis, Financial Planning
Education
Stonehill College 1981 — 1985
Bachelor of Science, Accounting
The Irish Pastoral Centre June 2015 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Financial Services 2005 - 2013
John Hancock Financial Services 1998 - 2004
John Hancock Financial Services June 1985 - 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Financial Statements, Strategic Financial..., Financial Modeling, Tax, Fixed Asset Reporting, Cash Management, Accounts Payable, Variance Analysis, Financial Planning
Education
Stonehill College 1981 — 1985
Bachelor of Science, Accounting
Sheila Smyth's John Hancock Financial Services Experience October 2003 - February 2014
Job RN CCM
Industry Information Technology and Services
Experience
John Hancock Financial Services October 2003 - February 2014
Youville Hospital August 2002 - September 2003
Skills
Case Management, Project Coordination, Healthcare Information..., Process Improvement, Customer Service, Patient Advocacy, Sales, Marketing Research, Operating Systems, Outstanding..., Written & Oral..., Computer Proficiency, Employee Training, Insurance, Long-term Care, Clinical Research, Healthcare, Public Speaking, Project Management, EMR
Education
MGH School of Nursing
Diploma, Registered Nursing/Registered Nurse
Stonehill College
Bachelor of Arts (B.A.), Psychology
John Hancock Financial Services October 2003 - February 2014
Youville Hospital August 2002 - September 2003
Skills
Case Management, Project Coordination, Healthcare Information..., Process Improvement, Customer Service, Patient Advocacy, Sales, Marketing Research, Operating Systems, Outstanding..., Written & Oral..., Computer Proficiency, Employee Training, Insurance, Long-term Care, Clinical Research, Healthcare, Public Speaking, Project Management, EMR
Education
MGH School of Nursing
Diploma, Registered Nursing/Registered Nurse
Stonehill College
Bachelor of Arts (B.A.), Psychology
Jeffrey Ludwin's John Hancock Financial Services Experience September 1993 - April 2001
Job Dedicated Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
American Signature Inc. October 2005 - Present
John Hancock Financial Services September 1993 - April 2001
Skills
Sales, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Team Building
Education
Suffolk County Community College 1978 — 1981
Associate of Arts and Sciences (AAS), Business Administration and Management, General
New York Life Insurance Company 2014 - Present
American Signature Inc. October 2005 - Present
John Hancock Financial Services September 1993 - April 2001
Skills
Sales, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Team Building
Education
Suffolk County Community College 1978 — 1981
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Dag Williamson's John Hancock Financial Services Experience January 2000 - June 2003
Job
Industry Insurance
Experience
John Hancock Financial Services January 2000 - June 2003
Education
Suffolk University
Master's degree, Business Administration and Management, General
Colby College, BA - Sociology 1963 — 1966
BA, Sociology
John Hancock Financial Services January 2000 - June 2003
Education
Suffolk University
Master's degree, Business Administration and Management, General
Colby College, BA - Sociology 1963 — 1966
BA, Sociology
John Fillion's John Hancock Financial Services Experience January 2002 - February 2005
Job Senior Systems Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2006 - Present
Consultec February 2005 - August 2006
John Hancock Financial Services January 2002 - February 2005
Skills
COBOL, DB2, JCL, IBM Mainframe, IBM Utilities, Unix, SQL, Medicaid, Visual Studio, Expediter
Education
University of South Florida 1993 — 1995
Management Information Systems, General
Manatee Community College 1992 — 1993
Associate of Arts (AA), General
Accenture August 2006 - Present
Consultec February 2005 - August 2006
John Hancock Financial Services January 2002 - February 2005
Skills
COBOL, DB2, JCL, IBM Mainframe, IBM Utilities, Unix, SQL, Medicaid, Visual Studio, Expediter
Education
University of South Florida 1993 — 1995
Management Information Systems, General
Manatee Community College 1992 — 1993
Associate of Arts (AA), General
Bill Martina's John Hancock Financial Services Experience January 2001 - March 2006
Job President at GBC Insurance Services
Industry Financial Services
Experience
GBC Insurance Services June 2014 - Present
AIG May 2007 - April 2014
John Hancock Financial Services January 2001 - March 2006
Skills
Strategic Planning, New Business Development, Marketing Strategy, Team Building, Public Speaking, Sales Management, Customer Service, Business Strategy, Negotiation, Project Management, Marketing, Contract Negotiation, Social Media, Product Development, Budgets
Education
State University of New York College at Plattsburgh
GBC Insurance Services June 2014 - Present
AIG May 2007 - April 2014
John Hancock Financial Services January 2001 - March 2006
Skills
Strategic Planning, New Business Development, Marketing Strategy, Team Building, Public Speaking, Sales Management, Customer Service, Business Strategy, Negotiation, Project Management, Marketing, Contract Negotiation, Social Media, Product Development, Budgets
Education
State University of New York College at Plattsburgh
Laura Hibbard's John Hancock Financial Services Experience 1991 - 1996
Job Account Manager at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2012 - 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2010 - 2012
John Hancock Financial Services 1991 - 1996
Skills
Customer Service, Insurance, Sales, Process Improvement, Team Building, Health Insurance, Training, Claim, Employee Benefits, Claims Management, General Insurance, Healthcare, Account Management, Microsoft Excel, Leadership, Project Management, Medicare, Strategic Planning, Managed Care, Life Insurance, Commercial Insurance
Education
Syracuse University 1987 — 1988
Bachelor of Science (BS)
Skidmore College
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2012 - 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2010 - 2012
John Hancock Financial Services 1991 - 1996
Skills
Customer Service, Insurance, Sales, Process Improvement, Team Building, Health Insurance, Training, Claim, Employee Benefits, Claims Management, General Insurance, Healthcare, Account Management, Microsoft Excel, Leadership, Project Management, Medicare, Strategic Planning, Managed Care, Life Insurance, Commercial Insurance
Education
Syracuse University 1987 — 1988
Bachelor of Science (BS)
Skidmore College
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.