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
Deanna L. England, PMP® Deanna L. England, PMP®'s John Hancock Financial Services Experience June 2001 - July 2003
Job Program Manager at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
AIG January 2014 - July 2014
HSBC January 2003 - June 2013
John Hancock Financial Services June 2001 - July 2003
Jabil January 2001 - June 2001
Skills
PMP, ITIL v3 Foundations..., Banking, Credit Cards, PMO, Data Warehousing, Retail Banking, Production Support, SDLC, Relationship Management, Call Center, Vendor Management, Integration, Business Process..., IT Management, Strategic Planning, Risk Management, Requirements Gathering, Business Strategy, Process Improvement, Finance, Microsoft Excel, IT Strategy, Team Building, Budgets, Customer Service, Strategy, Offshoring, Internet Banking, Mainframe, Governance, Management, ITIL, Change Management, Unix, COBOL, Program Management, Credit, Cross-functional Team..., Microsoft Office, Team Leadership, Clarity, Resource Management, Business Relationship..., Software Project..., Business Requirements, Project Portfolio..., DB2, Quality Center, Project Management
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (BBA), Management Information Systems, General
ESI International - The George Washington University 2003 — 2005
Masters Certificate in IT Project Management, IT Project Management
AIG July 2014 - Present
AIG January 2014 - July 2014
HSBC January 2003 - June 2013
John Hancock Financial Services June 2001 - July 2003
Jabil January 2001 - June 2001
Skills
PMP, ITIL v3 Foundations..., Banking, Credit Cards, PMO, Data Warehousing, Retail Banking, Production Support, SDLC, Relationship Management, Call Center, Vendor Management, Integration, Business Process..., IT Management, Strategic Planning, Risk Management, Requirements Gathering, Business Strategy, Process Improvement, Finance, Microsoft Excel, IT Strategy, Team Building, Budgets, Customer Service, Strategy, Offshoring, Internet Banking, Mainframe, Governance, Management, ITIL, Change Management, Unix, COBOL, Program Management, Credit, Cross-functional Team..., Microsoft Office, Team Leadership, Clarity, Resource Management, Business Relationship..., Software Project..., Business Requirements, Project Portfolio..., DB2, Quality Center, Project Management
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (BBA), Management Information Systems, General
ESI International - The George Washington University 2003 — 2005
Masters Certificate in IT Project Management, IT Project Management
Al Sadanaga Al Sadanaga's John Hancock Financial Services Experience January 2009 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo January 2015 - July 2015
Wells Fargo Advisors January 2013 - January 2015
Merrill Lynch September 2010 - December 2012
John Hancock Financial Services January 2009 - September 2010
Burro Brand Ghana Ltd May 2009 - June 2009
Acción New Mexico October 2008 - May 2009
UNM Regents Fund August 2008 - May 2009
PG&E December 1991 - May 2005
US Navy July 1985 - July 1991
Skills
Investments, Mutual Funds, Equities, Finance, Financial Advisory, Asset Allocation, 401k, Insurance, Financial Analysis, Strategic Planning, Investment Strategies, Alternative Investments, Financial Services, Sales, Life Insurance, Non-profits, Investment Planning, Salesforce.com..., Portfolio Management, Wealth Management
Education
The University of New Mexico 2005 — 2009
BS, Finance
Davis High School 1983 — 1985
Wells Fargo January 2015 - July 2015
Wells Fargo Advisors January 2013 - January 2015
Merrill Lynch September 2010 - December 2012
John Hancock Financial Services January 2009 - September 2010
Burro Brand Ghana Ltd May 2009 - June 2009
Acción New Mexico October 2008 - May 2009
UNM Regents Fund August 2008 - May 2009
PG&E December 1991 - May 2005
US Navy July 1985 - July 1991
Skills
Investments, Mutual Funds, Equities, Finance, Financial Advisory, Asset Allocation, 401k, Insurance, Financial Analysis, Strategic Planning, Investment Strategies, Alternative Investments, Financial Services, Sales, Life Insurance, Non-profits, Investment Planning, Salesforce.com..., Portfolio Management, Wealth Management
Education
The University of New Mexico 2005 — 2009
BS, Finance
Davis High School 1983 — 1985
Jennifer Sparrow Jennifer Sparrow's John Hancock Financial Services Experience October 2007 - June 2015
Job HR Finance Consultant at John Hancock Financial Services
Industry Financial Services
Experience
J. Jill June 2015 - Present
John Hancock Financial Services October 2007 - June 2015
John Hancock Financial Services, Inc October 2006 - October 2007
Arthur D. Little, Inc August 2000 - October 2006
Skills
Employee Benefits, Defined Benefit, Process Improvement, Auditing, Finance, Human Resources, Management, Retirement, Retirement Planning, Leadership, Strategy, 401k, Microsoft Excel, Financial Services, Benefits Administration
Education
Suffolk University
B.S. 1995, Business Administration
Suffolk University
Bachelor of Science in Business Administration
J. Jill June 2015 - Present
John Hancock Financial Services October 2007 - June 2015
John Hancock Financial Services, Inc October 2006 - October 2007
Arthur D. Little, Inc August 2000 - October 2006
Skills
Employee Benefits, Defined Benefit, Process Improvement, Auditing, Finance, Human Resources, Management, Retirement, Retirement Planning, Leadership, Strategy, 401k, Microsoft Excel, Financial Services, Benefits Administration
Education
Suffolk University
B.S. 1995, Business Administration
Suffolk University
Bachelor of Science in Business Administration
Robert Cisneros's John Hancock Financial Services Experience June 1970 - December 1995
Job Financial Advisor
Industry Financial Services
Experience
Cisneros Financial Services LLC January 1996 - Present
John Hancock Financial Services June 1970 - December 1995
Education
Raymondville High School
Texas A & M University, Kingsville, Texas
Bachelor of Arts (B.A.)
Texas A&M University-Kingsville
Bachelor of Arts (B.A.)
Cisneros Financial Services LLC January 1996 - Present
John Hancock Financial Services June 1970 - December 1995
Education
Raymondville High School
Texas A & M University, Kingsville, Texas
Bachelor of Arts (B.A.)
Texas A&M University-Kingsville
Bachelor of Arts (B.A.)
David Ciombor David Ciombor's John Hancock Financial Services Experience September 2002 - August 2003
Job Financial Leadership Rotation Program Management Associate
Industry Higher Education
Experience
Nationwide Insurance 2014 - Present
Allstate Financial Services, LLC August 2003 - June 2013
John Hancock Financial Services September 2002 - August 2003
Merrill Lynch January 1999 - August 2002
Skills
Microsoft Office, Customer Service, Marketing Strategy, Microsoft Word, Financial Analysis, Insurance, New Business Development, Strategic Planning, Business Analysis, Banking, Mutual Funds, Investments, Leadership, Analysis, Business Strategy, Strategy, Team Building, Entrepreneurship, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
University of Miami 1994 — 1998
Bachelor of Science (B.S.), Marine Science and Geology
Nationwide Insurance 2014 - Present
Allstate Financial Services, LLC August 2003 - June 2013
John Hancock Financial Services September 2002 - August 2003
Merrill Lynch January 1999 - August 2002
Skills
Microsoft Office, Customer Service, Marketing Strategy, Microsoft Word, Financial Analysis, Insurance, New Business Development, Strategic Planning, Business Analysis, Banking, Mutual Funds, Investments, Leadership, Analysis, Business Strategy, Strategy, Team Building, Entrepreneurship, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
University of Miami 1994 — 1998
Bachelor of Science (B.S.), Marine Science and Geology
Oliver O'Brien Oliver O'Brien's John Hancock Financial Services Experience November 2014 - Present
Job Senior Sales Coordinator
Industry Financial Services
Experience
John Hancock Financial Services November 2014 - Present
Citizens Bank July 2014 - November 2014
New York Life Insurance Company January 2013 - October 2013
Skills
Operations Management, Strategic Planning, Transportation, Customer Service, Negotiation, Income Statement, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Team Building, Logistics, New Business Development, Sales Management, Pricing, Account Management, Series 6, Licensed Life & Health...
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Arts (B.A.), Economics
The Citadel 2001 — 2003
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services November 2014 - Present
Citizens Bank July 2014 - November 2014
New York Life Insurance Company January 2013 - October 2013
Skills
Operations Management, Strategic Planning, Transportation, Customer Service, Negotiation, Income Statement, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Team Building, Logistics, New Business Development, Sales Management, Pricing, Account Management, Series 6, Licensed Life & Health...
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Arts (B.A.), Economics
The Citadel 2001 — 2003
Bachelor of Arts (B.A.), Economics
Nicholas Licciardi Nicholas Licciardi's John Hancock Financial Services Experience June 1991 - April 1994
Job Operations Manager at Hamilton medical Services
Industry Facilities Services
Experience
Hamilton medical Services January 1997 - Present
91st. Street 5th Ave Company May 1994 - December 1996
John Hancock Financial Services June 1991 - April 1994
Skills
Management, Building Services, Customer Service, Account Reconciliation, HVAC Controls, Fire Alarm, Plumbing, Electronics, Servers, Sales
Education
Syracuse University 1976 — 1980
Bachelor of Science (B.S.), Psychology
University of California, Los Angeles
Hamilton medical Services January 1997 - Present
91st. Street 5th Ave Company May 1994 - December 1996
John Hancock Financial Services June 1991 - April 1994
Skills
Management, Building Services, Customer Service, Account Reconciliation, HVAC Controls, Fire Alarm, Plumbing, Electronics, Servers, Sales
Education
Syracuse University 1976 — 1980
Bachelor of Science (B.S.), Psychology
University of California, Los Angeles
Erika Ferraro Erika Ferraro's John Hancock Financial Services Experience January 2000 - May 2004
Job General Agent at a charitable life Financial
Industry Financial Services
Experience
a charitable life Financial July 2015 - Present
Ferraro Agency & Rio Grande Insurance Services May 2004 - Present
Joy Junction November 2011 - Present
John Hancock Financial Services January 2000 - May 2004
Skills
Sales, Sales Management, Sales Operations, Marketing, Marketing Communications, Community Outreach, Strategic Financial..., Insurance, Health Insurance, Community Development, Training, FINRA, Management, Compliance, Property & Casualty..., Life Insurance
Education
The University of New Mexico - Robert O. Anderson School of Management
Business Administration and Management, General
a charitable life Financial July 2015 - Present
Ferraro Agency & Rio Grande Insurance Services May 2004 - Present
Joy Junction November 2011 - Present
John Hancock Financial Services January 2000 - May 2004
Skills
Sales, Sales Management, Sales Operations, Marketing, Marketing Communications, Community Outreach, Strategic Financial..., Insurance, Health Insurance, Community Development, Training, FINRA, Management, Compliance, Property & Casualty..., Life Insurance
Education
The University of New Mexico - Robert O. Anderson School of Management
Business Administration and Management, General
Andy Littleford, CLU, ChFC Andy Littleford, CLU, ChFC's John Hancock Financial Services Experience February 2015 - Present
Job AVP, Sales and Distribution at John Hancock Insurance
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2012
JOHN HANCOCK September 2007 - December 2008
JOHN HANCOCK August 2005 - September 2007
JOHN HANCOCK / MANULIFE FINANCIAL January 2000 - August 2005
Manulife Financial July 1997 - January 2000
ELLIOTT AND PAGE MUTUAL FUNDS December 1996 - June 1997
Skills
Retirement Planning, Mutual Funds, Life Insurance, Training, Product Management, Recruiting, Management, Series 6, Marketing, Sales Operations, Fixed Annuities, Sales, Insurance, Business Planning, Relationship Management, Customer Service, Selling, Retirement, Financial Services, Investments, Financial Planning, Process Improvement
Education
The American College 2008 — 2009
Chartered Financial Consultant
The American College 2006 — 2007
Chartered Life Underwriter
Western University 1993 — 1997
Bachelor of Arts, Administrative and Commercial Studies (Financial and Economic Studies)
Dunbarton
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2012
JOHN HANCOCK September 2007 - December 2008
JOHN HANCOCK August 2005 - September 2007
JOHN HANCOCK / MANULIFE FINANCIAL January 2000 - August 2005
Manulife Financial July 1997 - January 2000
ELLIOTT AND PAGE MUTUAL FUNDS December 1996 - June 1997
Skills
Retirement Planning, Mutual Funds, Life Insurance, Training, Product Management, Recruiting, Management, Series 6, Marketing, Sales Operations, Fixed Annuities, Sales, Insurance, Business Planning, Relationship Management, Customer Service, Selling, Retirement, Financial Services, Investments, Financial Planning, Process Improvement
Education
The American College 2008 — 2009
Chartered Financial Consultant
The American College 2006 — 2007
Chartered Life Underwriter
Western University 1993 — 1997
Bachelor of Arts, Administrative and Commercial Studies (Financial and Economic Studies)
Dunbarton
John T. Holdorf, CLU ChFC's John Hancock Financial Services Experience August 2004 - May 2006
Job AIG
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
AIG Advisor Group December 2014 - Present
MetLife June 2009 - December 2014
New England Financial July 2008 - June 2009
Mass Mutual Financial Network August 2007 - April 2008
Northwestern Mutual Financial Network May 2006 - August 2007
John Hancock Financial Services August 2004 - May 2006
Northwestern Mutual Financial Network June 2001 - August 2004
Northwestern Mutual Financial Network February 1983 - June 2001
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Investments, Leadership, Term Life Insurance, Mutual Funds, Recruiting, Management, Long Term Care Insurance, Retirement, New Business Development, Sales, Retirement Planning, Financial Services, Coaching, Sales Management, Series 63, Human Resources, Finance, Securities, Team Building, Health Insurance, Direct Sales, Microsoft Word, Series 7, Disability Insurance, Customer Service
Education
Antioch School of Divinity 2008 — 2010
Master of Divinity, Theology
The American College 1981 — 1985
CLU, ChFC, Financial Planning
The University of Connecticut 1968 — 1972
Bachelor of Arts (B.A.), Economics
Tom Guest, CLU, ChFC, CLTC's John Hancock Financial Services Experience July 2013 - August 2015
Job Regional Vice President, LTC Sales Genworth
Industry Financial Services
Experience
Genworth August 2015 - Present
John Hancock Financial Services July 2013 - August 2015
Tom Guest April 1997 - June 2013
American National Insurance January 1995 - March 1997
American Capitol Insurance Company May 1991 - December 1994
American Capitol Insurance Company June 1989 - April 1991
Skills
Long Term Care Insurance, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Fixed Annuities, Indexed Annuities, Medicare Supplements, Retirement Planning, 401k, Employee Benefits, Financial Planning, Long-term Care, Retirement, Insurance, Strategic Planning, Health Insurance, Investments, Finance, Sales, Public Speaking
Education
The American College 1993 — 1994
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Insurance
University of St. Thomas (TX) 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), Economics
St John's School 1972 — 1985
Genworth August 2015 - Present
John Hancock Financial Services July 2013 - August 2015
Tom Guest April 1997 - June 2013
American National Insurance January 1995 - March 1997
American Capitol Insurance Company May 1991 - December 1994
American Capitol Insurance Company June 1989 - April 1991
Skills
Long Term Care Insurance, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Fixed Annuities, Indexed Annuities, Medicare Supplements, Retirement Planning, 401k, Employee Benefits, Financial Planning, Long-term Care, Retirement, Insurance, Strategic Planning, Health Insurance, Investments, Finance, Sales, Public Speaking
Education
The American College 1993 — 1994
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Insurance
University of St. Thomas (TX) 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), Economics
St John's School 1972 — 1985
John DeMinico John DeMinico's John Hancock Financial Services Experience November 1992 - February 2004
Job Director of Professional & Practice Development at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Douglas Courtney Douglas Courtney's John Hancock Financial Services Experience August 2004 - July 2013
Job Regional Business Development Officer at Extensia Financial (Formerly CU Business Partners, LLC)
Industry Commercial Real Estate
Experience
Extensia Financial (Formerly CU Business Partners, LLC) April 2015 - Present
CapCourt Financial, LLC July 2013 - April 2015
John Hancock Financial Services August 2004 - July 2013
SouthTrust Bank July 2003 - August 2004
The Wyndam Group/iCap Realty March 1987 - June 2003
Education
The University of Texas at Arlington
Bachelor's Degree, Business Administration and Political Science
Extensia Financial (Formerly CU Business Partners, LLC) April 2015 - Present
CapCourt Financial, LLC July 2013 - April 2015
John Hancock Financial Services August 2004 - July 2013
SouthTrust Bank July 2003 - August 2004
The Wyndam Group/iCap Realty March 1987 - June 2003
Education
The University of Texas at Arlington
Bachelor's Degree, Business Administration and Political Science
Kevin A. Brown, CLU, ChFC Kevin A. Brown, CLU, ChFC's John Hancock Financial Services Experience June 1986 - November 1991
Job Protect ★ Accumulate ★ Income ★ Legacy
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Peter Bodenstab Peter Bodenstab's John Hancock Financial Services Experience November 2014 - Present
Job Senior Life Insurance Sales Coordinator at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services November 2014 - Present
Skills
Solution Selling, Data Center, Strategic Planning, Account Management, Microsoft Excel, Direct Sales, Microsoft Word, Project Management, Team Leadership, Sales, Sales Process, New Business Development, Social Media Marketing, Cold Calling, Insurance, Sales Management, CRM, Business Strategy, Microsoft Office, Customer Service, Social Media, Outlook, Negotiation, Management, Sales Operations, B2B, Marketing, Business Planning, Online Marketing, Marketing Communications, Selling, Customer Retention, Building Relationships, Advertising, Social Networking, Event Planning, Training, Team Building, Networking, Time Management, Market Research, Recruiting, Marketing Strategy, Contract Negotiation, Forecasting, Process Improvement, Life Insurance, Customer Satisfaction, Salesforce.com, Leadership
Education
Susquehanna University 2004 — 2008
B.S., Business Administration, Marketing
University of London 2007 — 2007
Sigmund Weis School of Business Study Abroad Program
John Hancock Financial Services November 2014 - Present
Skills
Solution Selling, Data Center, Strategic Planning, Account Management, Microsoft Excel, Direct Sales, Microsoft Word, Project Management, Team Leadership, Sales, Sales Process, New Business Development, Social Media Marketing, Cold Calling, Insurance, Sales Management, CRM, Business Strategy, Microsoft Office, Customer Service, Social Media, Outlook, Negotiation, Management, Sales Operations, B2B, Marketing, Business Planning, Online Marketing, Marketing Communications, Selling, Customer Retention, Building Relationships, Advertising, Social Networking, Event Planning, Training, Team Building, Networking, Time Management, Market Research, Recruiting, Marketing Strategy, Contract Negotiation, Forecasting, Process Improvement, Life Insurance, Customer Satisfaction, Salesforce.com, Leadership
Education
Susquehanna University 2004 — 2008
B.S., Business Administration, Marketing
University of London 2007 — 2007
Sigmund Weis School of Business Study Abroad Program
Taryn Washkowitz, AIRC, ALMI's John Hancock Financial Services Experience July 2014 - Present
Job Financial Industry Professional
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
Insurance Industry March 2011 - Present
KPMG through KNF&T March 2014 - May 2014
Wellesley Financial Group & Insurance Agency March 2012 - December 2013
Wellesley Financial Group & Insurance Agency January 2007 - March 2012
The George Washington University August 2003 - July 2005
George Washington University 1999 - 2005
Skills
Recruiting, Customer Service, Insurance, Event Planning, Microsoft Office, PowerPoint, Research, Data Analysis, Time Management, Fundraising, Training, Microsoft Excel, Life Insurance, Articulate Storyline, Customer Retention, Long-term Customer..., Disability Insurance, SPSS, Teaching, Higher Education, SAS, Communication, Organizational..., Social Skills, Efficiency, Social Media
Education
The George Washington University 2003 — 2005
M.A., Criminal Justice
The George Washington University 1999 — 2003
B.A., Sociology, Psychology
Natick High School 1996 — 1999
John Hancock Financial Services July 2014 - Present
Insurance Industry March 2011 - Present
KPMG through KNF&T March 2014 - May 2014
Wellesley Financial Group & Insurance Agency March 2012 - December 2013
Wellesley Financial Group & Insurance Agency January 2007 - March 2012
The George Washington University August 2003 - July 2005
George Washington University 1999 - 2005
Skills
Recruiting, Customer Service, Insurance, Event Planning, Microsoft Office, PowerPoint, Research, Data Analysis, Time Management, Fundraising, Training, Microsoft Excel, Life Insurance, Articulate Storyline, Customer Retention, Long-term Customer..., Disability Insurance, SPSS, Teaching, Higher Education, SAS, Communication, Organizational..., Social Skills, Efficiency, Social Media
Education
The George Washington University 2003 — 2005
M.A., Criminal Justice
The George Washington University 1999 — 2003
B.A., Sociology, Psychology
Natick High School 1996 — 1999
Dionne Sutton Dionne Sutton's John Hancock Financial Services Experience September 2013 - Present
Job Legal & Compliance Professional
Industry Law Practice
Experience
John Hancock Financial Services September 2013 - Present
MetLife 1997 - 2005
New England Financial 1996 - 1997
Fidelity Investments 1991 - 1993
Skills
Corporate Law, Legal Research, Licensing, Legal Writing, Legal Advice, Securities Regulation, Insurance, Legal Compliance, Investments
Education
Suffolk University Law School 1993 — 1996
Doctor of Law (J.D.)
Tufts University 1987 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
John Hancock Financial Services September 2013 - Present
MetLife 1997 - 2005
New England Financial 1996 - 1997
Fidelity Investments 1991 - 1993
Skills
Corporate Law, Legal Research, Licensing, Legal Writing, Legal Advice, Securities Regulation, Insurance, Legal Compliance, Investments
Education
Suffolk University Law School 1993 — 1996
Doctor of Law (J.D.)
Tufts University 1987 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Trey Kelly Trey Kelly's John Hancock Financial Services Experience December 1996 - December 2003
Job Financial Advisor and Association Executive
Industry Insurance
Experience
The Norton Agency February 2007 - Present
Atlanta Association of Insurance and Financial Advisors (NAIFA-Atlanta) February 2014 - Present
Henssler Insurance and Risk Management, LLC August 2009 - August 2012
The Brand Banking Company January 2005 - January 2007
The Dempsey Companies January 2003 - January 2005
John Hancock Financial Services December 1996 - December 2003
Education
Greater Atlanta Christian School
The American College
Financial Planning
The University of Georgia
Economics
The Norton Agency February 2007 - Present
Atlanta Association of Insurance and Financial Advisors (NAIFA-Atlanta) February 2014 - Present
Henssler Insurance and Risk Management, LLC August 2009 - August 2012
The Brand Banking Company January 2005 - January 2007
The Dempsey Companies January 2003 - January 2005
John Hancock Financial Services December 1996 - December 2003
Education
Greater Atlanta Christian School
The American College
Financial Planning
The University of Georgia
Economics
Ryan J. Lehman, CFA, CAIA Ryan J. Lehman, CFA, CAIA's John Hancock Financial Services Experience June 2012 - July 2014
Job Director of Investments at Integrated Capital Management, Inc.
Industry Investment Management
Experience
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Lee Cooper Lee Cooper's John Hancock Financial Services Experience January 2007 - February 2011
Job Proprietor at Hopsters LLC
Industry Hospitality
Experience
Hopster's April 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - June 2012
Liberty Mutual Insurance July 2011 - November 2011
Reebok April 2011 - June 2011
JOHN HANCOCK FINANCIAL SERVICES January 2007 - February 2011
Vinfen Corporation 2004 - 2007
UMASS MEMORIAL HEALTH SYSTEM 2003 - 2004
SYNECTICS 2002 - 2003
LUCENT TECHNOLOGIES January 1999 - January 2001
COMPUTER MANAGEMENT SCIENCES January 1996 - January 1999
Skills
Employee Engagement, Performance Management, Instructional Design, MBTI, Photoshop, InDesign, Illustrator, 3D Studio Max, Situational Leadership, Executive Coaching, Organizational Design, Onboarding
Education
Suffolk University 2002 — 2003
MS, Adult & Organizational Learning
University of Greenwich 1992 — 1994
B.A. Business Administration, Human Resource Management
Hopster's April 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - June 2012
Liberty Mutual Insurance July 2011 - November 2011
Reebok April 2011 - June 2011
JOHN HANCOCK FINANCIAL SERVICES January 2007 - February 2011
Vinfen Corporation 2004 - 2007
UMASS MEMORIAL HEALTH SYSTEM 2003 - 2004
SYNECTICS 2002 - 2003
LUCENT TECHNOLOGIES January 1999 - January 2001
COMPUTER MANAGEMENT SCIENCES January 1996 - January 1999
Skills
Employee Engagement, Performance Management, Instructional Design, MBTI, Photoshop, InDesign, Illustrator, 3D Studio Max, Situational Leadership, Executive Coaching, Organizational Design, Onboarding
Education
Suffolk University 2002 — 2003
MS, Adult & Organizational Learning
University of Greenwich 1992 — 1994
B.A. Business Administration, Human Resource Management
Hannah Dorfman's John Hancock Financial Services Experience April 2008 - July 2008
Job Technology Analyst at JPMorgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan July 2013 - September 2014
School of Information Studies September 2010 - May 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - May 2012
John Hancock Financial Services April 2008 - July 2008
Skills
Social Media, Blogging, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Sales, Facebook, Microsoft Office, Social Media Marketing, Social Networking, Customer Service, Event Planning, Public Relations, Market Research, Event Management, Public Speaking, Teamwork, Photoshop, Research, SQL, Visio, Business Analysis
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Marketing
Syracuse University 2009 — 2013
Bachelor of Science (BS), Information Management & Technology, Marketing
J.P. Morgan September 2014 - Present
J.P. Morgan July 2013 - September 2014
School of Information Studies September 2010 - May 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - May 2012
John Hancock Financial Services April 2008 - July 2008
Skills
Social Media, Blogging, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Sales, Facebook, Microsoft Office, Social Media Marketing, Social Networking, Customer Service, Event Planning, Public Relations, Market Research, Event Management, Public Speaking, Teamwork, Photoshop, Research, SQL, Visio, Business Analysis
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Marketing
Syracuse University 2009 — 2013
Bachelor of Science (BS), Information Management & Technology, Marketing
Ramsay Kamal Ramsay Kamal's John Hancock Financial Services Experience February 2013 - May 2013
Job Data Analyst Intern at Sanofi
Industry Higher Education
Experience
Sanofi August 2013 - Present
John Hancock Financial Services February 2013 - May 2013
Eastern National April 2012 - November 2012
Jim King for Senate September 2011 - April 2012
Suffolk University September 2007 - April 2011
Abercrombie & Fitch September 2008 - March 2009
Womans Lunch Place February 2007 - December 2008
D'Angelos February 2005 - July 2007
WINCAM STUDIOS September 2003 - May 2007
WINCHESTER PUBLIC LIBRARY May 2006 - July 2006
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Research, Negotiation, R coding, SQL, Customer Service, Public Relations, Retail, Event Planning, Data Entry, Public Speaking, iMovie, Final Cut Pro, Data Research
Education
Suffolk University 2007 — 2011
Bachelor, Poltitcal Science, Communication
Winchester High School 2003 — 2007
Sanofi August 2013 - Present
John Hancock Financial Services February 2013 - May 2013
Eastern National April 2012 - November 2012
Jim King for Senate September 2011 - April 2012
Suffolk University September 2007 - April 2011
Abercrombie & Fitch September 2008 - March 2009
Womans Lunch Place February 2007 - December 2008
D'Angelos February 2005 - July 2007
WINCAM STUDIOS September 2003 - May 2007
WINCHESTER PUBLIC LIBRARY May 2006 - July 2006
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Research, Negotiation, R coding, SQL, Customer Service, Public Relations, Retail, Event Planning, Data Entry, Public Speaking, iMovie, Final Cut Pro, Data Research
Education
Suffolk University 2007 — 2011
Bachelor, Poltitcal Science, Communication
Winchester High School 2003 — 2007
Miguel A. Gonzalez Miguel A. Gonzalez's John Hancock Financial Services Experience July 2013 - Present
Job AVP and Global Services Counsel at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
Aspect Software December 2010 - July 2013
Progress Software February 2008 - December 2010
Iron Mountain August 2007 - February 2008
Iron Mountain December 2005 - July 2007
Health Reinsurance Management Partnership May 2000 - December 2005
Health Reinsurance Management Partnership August 1999 - May 2000
Skills
Licensing, Mergers, Corporate Law, Software Licensing, SaaS, Revenue Recognition, Salesforce.com, Enterprise Software, Privacy Law, Contract Negotiation, Start-ups, Data Privacy, Software, Service Level Agreements, Channel Partners
Education
The George Washington University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Temple University - Fox School of Business and Management 1991 — 1995
Bachelor of Business Administration (B.B.A.), Risk Management
John Hancock Financial Services July 2013 - Present
Aspect Software December 2010 - July 2013
Progress Software February 2008 - December 2010
Iron Mountain August 2007 - February 2008
Iron Mountain December 2005 - July 2007
Health Reinsurance Management Partnership May 2000 - December 2005
Health Reinsurance Management Partnership August 1999 - May 2000
Skills
Licensing, Mergers, Corporate Law, Software Licensing, SaaS, Revenue Recognition, Salesforce.com, Enterprise Software, Privacy Law, Contract Negotiation, Start-ups, Data Privacy, Software, Service Level Agreements, Channel Partners
Education
The George Washington University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Temple University - Fox School of Business and Management 1991 — 1995
Bachelor of Business Administration (B.B.A.), Risk Management
Krystina Enquist Krystina Enquist's John Hancock Financial Services Experience June 2015 - Present
Job Senior Conference Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services May 2013 - Present
SuperMedia LLC May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - November 2011
Skills
Social Media Marketing, Sales, Event Planning, Event Management, Salesforce.com, Digital Media, Corporate Events, PowerPoint, Microsoft Excel, Coordinating Events, Events Coordination, Event Production
Education
Suffolk University 2005 — 2008
Bachelor of Arts and Science, Public Relations
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services May 2013 - Present
SuperMedia LLC May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - November 2011
Skills
Social Media Marketing, Sales, Event Planning, Event Management, Salesforce.com, Digital Media, Corporate Events, PowerPoint, Microsoft Excel, Coordinating Events, Events Coordination, Event Production
Education
Suffolk University 2005 — 2008
Bachelor of Arts and Science, Public Relations
John Marlow MD John Marlow MD's John Hancock Financial Services Experience 1989 - 1993
Job Putting Clinical Knowledge to Work
Industry Venture Capital & Private Equity
Experience
CPR Inc. April 2012 - Present
Leaders in Medical Scientific Affairs Greater New York City Area September 2012 - Present
Advanstar Communications July 2004 - April 2012
Medsn 2002 - 2004
Healthology 2000 - 2001
Wyeth-Ayerst Pharmaceuticals 1997 - 1999
CAPP CARE 1993 - 1997
John Hancock Financial Services 1989 - 1993
Emergency Urgent Care 1985 - 1993
Skills
Corporate Management, Creative & Specialized..., Strategic..., Persuasive Negotiating..., Project Management, Strategic Product..., Digital Information..., New Business Development, Sales Lead Generation, Merger & Acquisition, Divestitures, Joint Ventures, Strategic Alliances, Regulatory Compliance, Competitive Intelligence, Research & Analysis, Phase III Drug Trials, Outcomes Metrics, Adult Learning Theory, Accredited Training..., Drug Formulary Policy, Multimillion-Dollar..., E-Learning, Marketing Strategy, Social Media, KOL, Development, Reinvention, Legal Compliance, Educational Programs, Negotiation, Strategic Planning, Problem Solving, Research, Regulatory Affairs, Management, Lead Generation, Mergers, Analysis, Strategy, Mergers & Acquisitions, Medicine, Executive Management, Entrepreneurship, Program Management, Healthcare, Business Development, Strategic Partnerships, Clinical Trials, Managed Care
Education
St. Joseph Hospital 1983 — 1985
Internship and General Surgical Training
The University of Texas Medical School at Houston 1978 — 1983
Doctor of Medicine (MD)
University of St. Thomas 1971 — 1976
Bachelor of Arts, Chemistry, Mathematics
CPR Inc. April 2012 - Present
Leaders in Medical Scientific Affairs Greater New York City Area September 2012 - Present
Advanstar Communications July 2004 - April 2012
Medsn 2002 - 2004
Healthology 2000 - 2001
Wyeth-Ayerst Pharmaceuticals 1997 - 1999
CAPP CARE 1993 - 1997
John Hancock Financial Services 1989 - 1993
Emergency Urgent Care 1985 - 1993
Skills
Corporate Management, Creative & Specialized..., Strategic..., Persuasive Negotiating..., Project Management, Strategic Product..., Digital Information..., New Business Development, Sales Lead Generation, Merger & Acquisition, Divestitures, Joint Ventures, Strategic Alliances, Regulatory Compliance, Competitive Intelligence, Research & Analysis, Phase III Drug Trials, Outcomes Metrics, Adult Learning Theory, Accredited Training..., Drug Formulary Policy, Multimillion-Dollar..., E-Learning, Marketing Strategy, Social Media, KOL, Development, Reinvention, Legal Compliance, Educational Programs, Negotiation, Strategic Planning, Problem Solving, Research, Regulatory Affairs, Management, Lead Generation, Mergers, Analysis, Strategy, Mergers & Acquisitions, Medicine, Executive Management, Entrepreneurship, Program Management, Healthcare, Business Development, Strategic Partnerships, Clinical Trials, Managed Care
Education
St. Joseph Hospital 1983 — 1985
Internship and General Surgical Training
The University of Texas Medical School at Houston 1978 — 1983
Doctor of Medicine (MD)
University of St. Thomas 1971 — 1976
Bachelor of Arts, Chemistry, Mathematics
Stephen Gulish Stephen Gulish's John Hancock Financial Services Experience October 2015 - Present
Job Retirement Plan Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2015 - Present
Gulish & Associates, Inc. June 2014 - October 2015
Race Brook Country Club May 2010 - August 2013
Wakeman Boys and Girls Club June 2008 - June 2009
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor's Degree, Finance
Fairfield Prep 2006 — 2010
John Hancock Financial Services October 2015 - Present
Gulish & Associates, Inc. June 2014 - October 2015
Race Brook Country Club May 2010 - August 2013
Wakeman Boys and Girls Club June 2008 - June 2009
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor's Degree, Finance
Fairfield Prep 2006 — 2010
Shell Suber's John Hancock Financial Services Experience 1993 - 1996
Job Lindsey Graham 2016 Political Director (SC)
Industry Government Relations
Experience
Lindsey Graham 2016 April 2015 - Present
The Felkel Group April 2009 - April 2015
Kevin Hall for SC GOP Chairman January 2009 - March 2009
Lindsey Graham for Senate & the South Carolina Republican Party June 2007 - December 2008
Capitol Consultants December 2005 - May 2007
AllSouth Federal Credit Union 2001 - 2005
Home Shop Realty 1998 - 2001
Palmetto Insurance Group 1997 - 1998
Telequest 1996 - 1997
John Hancock Financial Services 1993 - 1996
Skills
Grassroots Organizing, Legislative Relations, Political Consulting, Political Campaigns, Public Affairs, Public Policy, Legislation, Politics, Public Relations, Legislative Affairs, Coalitions, Constituent Services, Speech Writing, Media Relations, Community Outreach, Political Strategy, Message Development, Coalition Development
Education
The Citadel 1985 — 1989
English
Hammond 1972 — 1985
Lindsey Graham 2016 April 2015 - Present
The Felkel Group April 2009 - April 2015
Kevin Hall for SC GOP Chairman January 2009 - March 2009
Lindsey Graham for Senate & the South Carolina Republican Party June 2007 - December 2008
Capitol Consultants December 2005 - May 2007
AllSouth Federal Credit Union 2001 - 2005
Home Shop Realty 1998 - 2001
Palmetto Insurance Group 1997 - 1998
Telequest 1996 - 1997
John Hancock Financial Services 1993 - 1996
Skills
Grassroots Organizing, Legislative Relations, Political Consulting, Political Campaigns, Public Affairs, Public Policy, Legislation, Politics, Public Relations, Legislative Affairs, Coalitions, Constituent Services, Speech Writing, Media Relations, Community Outreach, Political Strategy, Message Development, Coalition Development
Education
The Citadel 1985 — 1989
English
Hammond 1972 — 1985
Alec Papazian Alec Papazian's John Hancock Financial Services Experience November 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Cerulli Associates January 2013 - November 2013
Cerulli Associates June 2008 - December 2012
Natixis Global Asset Management September 2006 - June 2008
Armstrong, Fleming & Moore, Inc. 2004 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Managment, Investments, Wealth Management, Project Management, Business Strategy, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Office, Equities, Asset Allocation, Investment Strategies, Financial Markets
Education
The George Washington University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
John Hancock Financial Services November 2013 - Present
Cerulli Associates January 2013 - November 2013
Cerulli Associates June 2008 - December 2012
Natixis Global Asset Management September 2006 - June 2008
Armstrong, Fleming & Moore, Inc. 2004 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Managment, Investments, Wealth Management, Project Management, Business Strategy, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Office, Equities, Asset Allocation, Investment Strategies, Financial Markets
Education
The George Washington University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Ben Mesnick's John Hancock Financial Services Experience December 2013 - Present
Job Investment Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services December 2013 - Present
Pennsylvania Multifamily Asset Managers October 2012 - December 2013
PCAOB July 2012 - September 2012
The Graduate School of Education and Human Development March 2012 - July 2012
Whole Foods Market March 2006 - April 2012
Comcast Sportsnet Mid-Atlantic August 2011 - December 2011
GW Medical Faculty Associates September 2009 - May 2010
Andesite LLC June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Editing, Marketing, Access, Data Analysis, Outlook, ESRI, Mortgage Underwriting, Financial Analysis, Financial Risk, Trend Analysis, Cash Flow Forecasting, Budget Monitoring, Property Management, Real Estate Economics
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Wayland High School 2004 — 2008
John Hancock Financial Services December 2013 - Present
Pennsylvania Multifamily Asset Managers October 2012 - December 2013
PCAOB July 2012 - September 2012
The Graduate School of Education and Human Development March 2012 - July 2012
Whole Foods Market March 2006 - April 2012
Comcast Sportsnet Mid-Atlantic August 2011 - December 2011
GW Medical Faculty Associates September 2009 - May 2010
Andesite LLC June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Editing, Marketing, Access, Data Analysis, Outlook, ESRI, Mortgage Underwriting, Financial Analysis, Financial Risk, Trend Analysis, Cash Flow Forecasting, Budget Monitoring, Property Management, Real Estate Economics
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Wayland High School 2004 — 2008
Ken New's John Hancock Financial Services Experience 1997 - 2000
Job Financial & Investment Advisor | Retirement & Estate Planner | President & CEO Pinnacle Financial Network
Industry Financial Services
Experience
Pinnacle Financial Network 2000 - Present
Pinnacle Financial Network 2000 - Present
Pinnacle Financial Network 2000 - Present
John Hancock Financial Services 1997 - 2000
Skills
Retirement Planning, Asset Managment, Alternative Investments, Investments, Income distribution..., Financial Consulting, Strategic Financial..., Tax fee retirement..., Safe money investment..., Financial Advising, Safe money strategies, Income planning, Fiduciary, Income planning expert, Wealth Management, Investment Strategies, Retirement, Estate Planning, Insurance
Education
Montana State University 1977 — 1983
Business Administration Accounting and Law
University of Alaska 1977 — 1983
Business Administration Accounting and Law
Lifetime Economics Acceleration Process & Circle of Wealth Economic Symposium
The American College
Pinnacle Financial Network 2000 - Present
Pinnacle Financial Network 2000 - Present
Pinnacle Financial Network 2000 - Present
John Hancock Financial Services 1997 - 2000
Skills
Retirement Planning, Asset Managment, Alternative Investments, Investments, Income distribution..., Financial Consulting, Strategic Financial..., Tax fee retirement..., Safe money investment..., Financial Advising, Safe money strategies, Income planning, Fiduciary, Income planning expert, Wealth Management, Investment Strategies, Retirement, Estate Planning, Insurance
Education
Montana State University 1977 — 1983
Business Administration Accounting and Law
University of Alaska 1977 — 1983
Business Administration Accounting and Law
Lifetime Economics Acceleration Process & Circle of Wealth Economic Symposium
The American College
Steven P. Hall, ChFC, CLU Steven P. Hall, ChFC, CLU's John Hancock Financial Services Experience October 1996 - November 2000
Job Agency Distribution Manager
Industry Insurance
Experience
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Farmers Insurance April 2014 - Present
. February 2012 - Present
MassMutual Financial Group September 2009 - July 2011
MassMutual Financial June 2007 - September 2009
Mass Mutual September 2003 - June 2007
Allmerica Financial Group November 2000 - August 2003
John Hancock Financial Services October 1996 - November 2000
Skills
Strategic Planning..., Large Group Facilitation, Consultative Selling, Sales Management, Leadership, Training, Management, Negotiation, Finance, Business Planning, Succession Planning, Strategic Financial..., Small Business, Sales, Change Management, Organizational..., Insurance, Risk Management, Talent Scouting, Strategic Planning, Financial Services, Coaching, Workshop Facilitation, Selling, Financial Planning
Education
The American College
Chartered Financial Consultant Designation, Chartered Life Underwriter Designation
University of Southern Maine - School of Business
BS, Economics
Colin Meeks, CFP® Colin Meeks, CFP®'s John Hancock Financial Services Experience 1994 - 1999
Job Registered Representative at LPL Financial
Industry Financial Services
Experience
Complete Money Management 1999 - Present
LPL Financial December 2012 - Present
National Planning Corporation 2004 - December 2012
John Hancock Financial Services 1994 - 1999
Education
College for Financial Planning 2001 — 2001
CFP, Certified Financial Planner
The American College 1998 — 1999
CLU, ChFC, Financial Planning, Insurance
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Accounting
University of Maryland College Park 1990 — 1993
BS, College of Business and Management
Complete Money Management 1999 - Present
LPL Financial December 2012 - Present
National Planning Corporation 2004 - December 2012
John Hancock Financial Services 1994 - 1999
Education
College for Financial Planning 2001 — 2001
CFP, Certified Financial Planner
The American College 1998 — 1999
CLU, ChFC, Financial Planning, Insurance
University of Maryland - Robert H. Smith School of Business 1990 — 1993
BS, Accounting
University of Maryland College Park 1990 — 1993
BS, College of Business and Management
Jim King, Jr. Jim King, Jr.'s John Hancock Financial Services Experience 1991 - 1994
Job President and Director of Investment Management.
Industry Financial Services
Experience
King Financial Network May 2015 - Present
LPL Financial March 2000 - May 2015
Minnesota Life 1994 - 2000
John Hancock Financial Services 1991 - 1994
Barclays Investment Bank 1987 - 1991
Skills
Personal Financial..., Financial Analysis, Annuity Analysis, Economic Research, Wealth Management, Portfolio Management, Retirement Planning, Securities, Investment Strategies, Investment Management, Asset Allocation
Education
The College of New Jersey 1982 — 1986
Bachelor of Business Administration (B.B.A.)
King Financial Network May 2015 - Present
LPL Financial March 2000 - May 2015
Minnesota Life 1994 - 2000
John Hancock Financial Services 1991 - 1994
Barclays Investment Bank 1987 - 1991
Skills
Personal Financial..., Financial Analysis, Annuity Analysis, Economic Research, Wealth Management, Portfolio Management, Retirement Planning, Securities, Investment Strategies, Investment Management, Asset Allocation
Education
The College of New Jersey 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Melissa Santas Peterson, CFA Melissa Santas Peterson, CFA's John Hancock Financial Services Experience 2007 - 2010
Job Director, MFA Asset Management
Industry Investment Management
Experience
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
Peggy Chen Peggy Chen's John Hancock Financial Services Experience January 2014 - April 2014
Job Adminstrative Assistant at GSR & Associates
Industry Financial Services
Experience
GSR & Associates August 2013 - Present
Xerox July 2014 - February 2015
John Hancock Financial Services January 2014 - April 2014
Suffolk University September 2011 - April 2014
Suffolk University September 2010 - April 2014
Giarrusso, Norton, Cooley, & McGlone, PC February 2013 - March 2013
National Association of Social Workers- Massachusetts Chapter May 2012 - March 2013
Somerset Club November 2011 - May 2012
Suffolk University January 2011 - May 2011
Dollars & Sense October 2010 - December 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Community Outreach, Access, Time Management, Sales, Facebook, Higher Education, Recruiting, Event Management, Public Relations, Management, Entrepreneurship, Nonprofits, Customer Satisfaction, Administrative..., Google Docs, Volunteer Management, Collaborative Project..., Consulting, Creative Solutions, Report Writing, Employee Training, Presentation Development, Team Leadership, Team Management, Market Research, Team Motivation, Solution Implementation
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor's Degree, Management
American College of Thessaloniki 2013 — 2013
Tottenville High School 2006 — 2010
HS Diploma, Academy of Finance
GSR & Associates August 2013 - Present
Xerox July 2014 - February 2015
John Hancock Financial Services January 2014 - April 2014
Suffolk University September 2011 - April 2014
Suffolk University September 2010 - April 2014
Giarrusso, Norton, Cooley, & McGlone, PC February 2013 - March 2013
National Association of Social Workers- Massachusetts Chapter May 2012 - March 2013
Somerset Club November 2011 - May 2012
Suffolk University January 2011 - May 2011
Dollars & Sense October 2010 - December 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Community Outreach, Access, Time Management, Sales, Facebook, Higher Education, Recruiting, Event Management, Public Relations, Management, Entrepreneurship, Nonprofits, Customer Satisfaction, Administrative..., Google Docs, Volunteer Management, Collaborative Project..., Consulting, Creative Solutions, Report Writing, Employee Training, Presentation Development, Team Leadership, Team Management, Market Research, Team Motivation, Solution Implementation
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Bachelor's Degree, Management
American College of Thessaloniki 2013 — 2013
Tottenville High School 2006 — 2010
HS Diploma, Academy of Finance
Debra Cassel Debra Cassel's John Hancock Financial Services Experience January 2007 - July 2011
Job Director, Client Services at Motiv
Industry Events Services
Experience
Motiv August 2013 - Present
Sovereign/Santander July 2011 - November 2012
John Hancock Financial Services January 2007 - July 2011
Bingham McCutchen April 1998 - October 2006
Swissotel Boston September 1994 - April 1998
Skills
Event Management, Meeting Planning, Corporate Events, Leadership, Management, Project Management, Hospitality Industry, Customer Service, Contract Negotiation, Team Management, Team Leadership, Team Building, Strategic Planning, Building Relationships, Corporate Communications, Strategy, Budgets
Education
Syracuse University 1987 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters
Newington High School
Newington High School
Motiv August 2013 - Present
Sovereign/Santander July 2011 - November 2012
John Hancock Financial Services January 2007 - July 2011
Bingham McCutchen April 1998 - October 2006
Swissotel Boston September 1994 - April 1998
Skills
Event Management, Meeting Planning, Corporate Events, Leadership, Management, Project Management, Hospitality Industry, Customer Service, Contract Negotiation, Team Management, Team Leadership, Team Building, Strategic Planning, Building Relationships, Corporate Communications, Strategy, Budgets
Education
Syracuse University 1987 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters
Newington High School
Newington High School
Dan Sullivan, CLU Dan Sullivan, CLU's John Hancock Financial Services Experience January 2013 - Present
Job Account Distribution Manager at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services January 2013 - Present
Legal & General America June 2009 - January 2013
Legal & General America July 2003 - June 2009
Bankers Life Insurance of New York January 2003 - June 2003
Bankers Life Insurance of New York September 1999 - December 2002
Skills
Business Planning, Term Life Insurance, Underwriting, Insurance, Life Insurance, Universal Life, New Business Development, Long Term Care Insurance, Series 63, CRM, Mutual Funds, Whole Life, Series 6, Marketing, Investments, Brokers, Financial Planners, Estate Planning, Employee Benefits, Financial Services, Series 7, Wealth, 401k, Variable Annuities
Education
The Ohio State University 1994 — 1999
Bachelor's degree, Communication, General
John Hancock Financial Services January 2013 - Present
Legal & General America June 2009 - January 2013
Legal & General America July 2003 - June 2009
Bankers Life Insurance of New York January 2003 - June 2003
Bankers Life Insurance of New York September 1999 - December 2002
Skills
Business Planning, Term Life Insurance, Underwriting, Insurance, Life Insurance, Universal Life, New Business Development, Long Term Care Insurance, Series 63, CRM, Mutual Funds, Whole Life, Series 6, Marketing, Investments, Brokers, Financial Planners, Estate Planning, Employee Benefits, Financial Services, Series 7, Wealth, 401k, Variable Annuities
Education
The Ohio State University 1994 — 1999
Bachelor's degree, Communication, General
Jimmy Harper, CIMA® Jimmy Harper, CIMA®'s John Hancock Financial Services Experience November 1991 - July 1997
Job Senior Vice President at LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds April 2015 - Present
Legg Mason Global Asset Management July 1997 - March 2015
John Hancock Financial Services November 1991 - July 1997
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Series 65, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Energy Program (ECP)
Texas State University-San Marcos 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
LoCorr Funds April 2015 - Present
Legg Mason Global Asset Management July 1997 - March 2015
John Hancock Financial Services November 1991 - July 1997
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Series 65, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Energy Program (ECP)
Texas State University-San Marcos 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
E. David Pemstein E. David Pemstein's John Hancock Financial Services Experience June 2015 - Present
Job Senior Managing Director & Chief Counsel at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services April 2006 - June 2015
Ropes & Gray LLP September 1994 - April 2006
Middlesex County District Attorney's Office August 1998 - February 1999
Skills
Private Equity, Mergers, Corporate Governance, Corporate Law, Compliance, Litigation, Investments, Mergers & Acquisitions, Bankruptcy, Restructuring, Hedge Funds, Securities, Securities Regulation, Alternative Investments, Private Placements
Education
University of Chicago Law School 1991 — 1994
JD with Honors, Law
Wesleyan University 1985 — 1989
BA, Government, Theater
The Hebrew University 1987 — 1988
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services April 2006 - June 2015
Ropes & Gray LLP September 1994 - April 2006
Middlesex County District Attorney's Office August 1998 - February 1999
Skills
Private Equity, Mergers, Corporate Governance, Corporate Law, Compliance, Litigation, Investments, Mergers & Acquisitions, Bankruptcy, Restructuring, Hedge Funds, Securities, Securities Regulation, Alternative Investments, Private Placements
Education
University of Chicago Law School 1991 — 1994
JD with Honors, Law
Wesleyan University 1985 — 1989
BA, Government, Theater
The Hebrew University 1987 — 1988
Paula Greenhaw, CPP Paula Greenhaw, CPP's John Hancock Financial Services Experience February 1993 - February 1997
Job Payroll at OneSource Virtural
Industry Human Resources
Experience
OneSource Virtual August 2013 - Present
OneSource Virtual August 2010 - April 2014
DK Haney Roofing July 2010 - August 2010
Fidelity Investments August 2004 - July 2010
Volt Technical Resources 1999 - 2004
Range Resources February 1998 - December 1998
John Hancock Financial Services February 1993 - February 1997
Snyder Oil Company June 1987 - June 1992
Skills
Workday, Customer Service, Employee Relations, Cloud Computing, Personnel Management, Payroll, Employee Benefits, Benefits Administration, HRIS, Outsourcing, PeopleSoft, Onboarding, Deferred Compensation, Applicant Tracking..., Human Resources
Education
Tarrant County College
OneSource Virtual August 2013 - Present
OneSource Virtual August 2010 - April 2014
DK Haney Roofing July 2010 - August 2010
Fidelity Investments August 2004 - July 2010
Volt Technical Resources 1999 - 2004
Range Resources February 1998 - December 1998
John Hancock Financial Services February 1993 - February 1997
Snyder Oil Company June 1987 - June 1992
Skills
Workday, Customer Service, Employee Relations, Cloud Computing, Personnel Management, Payroll, Employee Benefits, Benefits Administration, HRIS, Outsourcing, PeopleSoft, Onboarding, Deferred Compensation, Applicant Tracking..., Human Resources
Education
Tarrant County College
Mabel Opoku Mabel Opoku's John Hancock Financial Services Experience March 1997 - July 2007
Job Operations Manager at Office of the Fairness Commissioner
Industry Government Administration
Experience
Office of the Fairness Commissioner March 2011 - Present
Office of the Fairness Commissioner July 2007 - March 2011
ZamCan 2004 - 2009
John Hancock Financial Services March 1997 - July 2007
John Hancock Financial Services March 1997 - July 2007
John Hancock Financial Services 1997 - 2007
Skills
Analysis, Management, Process Improvement, Software Documentation, Program Management, Strategic Planning, Customer Service, Human Resources, Leadership, Project Planning, Time Management, Budgets, Team Building, Event Management, Performance Management, Research, Team Leadership, Policy, Risk Management, Employee Benefits, Teamwork, Administration, Contract Management, Procurement, Negotiation, System Administration, Event Planning, Public Relations, Change Management, Operations Research, Business Analysis, Written, Accounts Payable, Public Speaking
Education
University of Toronto 2004 — 2017
B.A., Hons
Servitor Training Centre 2008 — 2008
Certificate
Professional Association - NIPA 2007 — 2007
APR 1
Professional Association - NASD 2004 — 2004
Series 6
Toronto School of Business 1995 — 1997
Honours Diploma
Office of the Fairness Commissioner March 2011 - Present
Office of the Fairness Commissioner July 2007 - March 2011
ZamCan 2004 - 2009
John Hancock Financial Services March 1997 - July 2007
John Hancock Financial Services March 1997 - July 2007
John Hancock Financial Services 1997 - 2007
Skills
Analysis, Management, Process Improvement, Software Documentation, Program Management, Strategic Planning, Customer Service, Human Resources, Leadership, Project Planning, Time Management, Budgets, Team Building, Event Management, Performance Management, Research, Team Leadership, Policy, Risk Management, Employee Benefits, Teamwork, Administration, Contract Management, Procurement, Negotiation, System Administration, Event Planning, Public Relations, Change Management, Operations Research, Business Analysis, Written, Accounts Payable, Public Speaking
Education
University of Toronto 2004 — 2017
B.A., Hons
Servitor Training Centre 2008 — 2008
Certificate
Professional Association - NIPA 2007 — 2007
APR 1
Professional Association - NASD 2004 — 2004
Series 6
Toronto School of Business 1995 — 1997
Honours Diploma
Richard Rosenbaum's John Hancock Financial Services Experience May 2015 - August 2015
Job President, Gamma Iota Sigma Sigma Chapter
Industry Insurance
Experience
John Hancock Financial Services May 2015 - August 2015
Temple University August 2014 - December 2014
John Hancock Financial Services May 2014 - August 2014
Temple University September 2013 - May 2014
Skills
Microsoft Excel, Fundraising, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Critical Thinking, Teamwork, Public Speaking, Management, Access, Time Management, Statistics, Data Analysis, Research, Derivatives, Valuation, Investments, Risk Management, Options
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor’s Degree, Actuarial Science
John Hancock Financial Services May 2015 - August 2015
Temple University August 2014 - December 2014
John Hancock Financial Services May 2014 - August 2014
Temple University September 2013 - May 2014
Skills
Microsoft Excel, Fundraising, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Critical Thinking, Teamwork, Public Speaking, Management, Access, Time Management, Statistics, Data Analysis, Research, Derivatives, Valuation, Investments, Risk Management, Options
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor’s Degree, Actuarial Science
Yelena Korshak Yelena Korshak's John Hancock Financial Services Experience May 2014 - August 2014
Job Actuarial Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial July 2015 - Present
John Hancock Financial Services May 2014 - August 2014
Education
The University of Connecticut 2011 — 2015
Bachelor's Degree, Major: Actuarial Science, Minor: Philosophy, 3.69/4.00
The University of Edinburgh 2014 — 2014
Study Abroad/Exchange Programme, 3.70/4.00
Brooklyn Technical High School 2007 — 2011
Brooklyn Technical High School Major Diploma with Advanced Regents Status, Mathematics
Prudential Financial July 2015 - Present
John Hancock Financial Services May 2014 - August 2014
Education
The University of Connecticut 2011 — 2015
Bachelor's Degree, Major: Actuarial Science, Minor: Philosophy, 3.69/4.00
The University of Edinburgh 2014 — 2014
Study Abroad/Exchange Programme, 3.70/4.00
Brooklyn Technical High School 2007 — 2011
Brooklyn Technical High School Major Diploma with Advanced Regents Status, Mathematics
Sharon Timberlake Sharon Timberlake's John Hancock Financial Services Experience 1991 - 1992
Job VP at T2 Biosystems
Industry Medical Devices
Experience
T2 Biosystems July 2014 - Present
FDA Advisory Panel August 2011 - Present
OmniGuide Surgical January 2013 - July 2014
Palomar Medical Technologies, Inc 2003 - January 2013
Biosphere Medical 2001 - 2003
Assurance Medical 1997 - 2001
Summit Technology 1995 - 1997
John Hancock Financial Services 1991 - 1992
Skills
Biotechnology, CAPA, Capital Equipment, Clinical Research, Clinical Trials, Cross-functional Team..., Design Control, Electronics, Editing, Engineering, FDA, Product Development, ISO 13485, Medical Devices, Proofreading, Product Launch, Quality Assurance, Regulatory Affairs, Team Building, Six Sigma, Quality System, Team Leadership, 21 CFR Part 11, Market Development, V
Education
The George Washington University School of Medicine and Health Sciences
MSHS, Clinical health science
T2 Biosystems July 2014 - Present
FDA Advisory Panel August 2011 - Present
OmniGuide Surgical January 2013 - July 2014
Palomar Medical Technologies, Inc 2003 - January 2013
Biosphere Medical 2001 - 2003
Assurance Medical 1997 - 2001
Summit Technology 1995 - 1997
John Hancock Financial Services 1991 - 1992
Skills
Biotechnology, CAPA, Capital Equipment, Clinical Research, Clinical Trials, Cross-functional Team..., Design Control, Electronics, Editing, Engineering, FDA, Product Development, ISO 13485, Medical Devices, Proofreading, Product Launch, Quality Assurance, Regulatory Affairs, Team Building, Six Sigma, Quality System, Team Leadership, 21 CFR Part 11, Market Development, V
Education
The George Washington University School of Medicine and Health Sciences
MSHS, Clinical health science
Jurgena Poreci's John Hancock Financial Services Experience May 2012 - Present
Job
Industry Accounting
Experience
John Hancock Financial Services May 2012 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Suffolk University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
John Hancock Financial Services May 2012 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Suffolk University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jim Taylor, CLU, ChFC Jim Taylor, CLU, ChFC's John Hancock Financial Services Experience June 1976 - June 1988
Job Semiretired; beneft consulting
Industry Insurance
Experience
semi-retired; beneft consulting 2015 - Present
Gallagher-Bollinger January 2012 - August 2015
Absolute Resource Solutions January 2008 - January 2012
The Teare Group June 1997 - January 2012
Willis June 1988 - June 1997
John Hancock Financial Services June 1976 - June 1988
Skills
Property & Casualty..., Retirement, Life Insurance, Disability Insurance, Project Management, Health Savings Accounts, Health Insurance, Insurance, Long-term Care, Sales, Process Improvement, Brokers, Benefits Administration, Talent Management, Risk Management, Employee Benefits, Underwriting, Microsoft Office, Leadership, HRIS, Coaching, Employee Relations, New Business Development, Management, Workers Compensation, 401k, Mergers & Acquisitions, Strategic Planning, Middle Market, Medicare, Sales Management, Negotiation
Education
Rutgers University
BA
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
semi-retired; beneft consulting 2015 - Present
Gallagher-Bollinger January 2012 - August 2015
Absolute Resource Solutions January 2008 - January 2012
The Teare Group June 1997 - January 2012
Willis June 1988 - June 1997
John Hancock Financial Services June 1976 - June 1988
Skills
Property & Casualty..., Retirement, Life Insurance, Disability Insurance, Project Management, Health Savings Accounts, Health Insurance, Insurance, Long-term Care, Sales, Process Improvement, Brokers, Benefits Administration, Talent Management, Risk Management, Employee Benefits, Underwriting, Microsoft Office, Leadership, HRIS, Coaching, Employee Relations, New Business Development, Management, Workers Compensation, 401k, Mergers & Acquisitions, Strategic Planning, Middle Market, Medicare, Sales Management, Negotiation
Education
Rutgers University
BA
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Greg Ritter Greg Ritter's John Hancock Financial Services Experience September 1997 - December 2000
Job Managing Partner at Family Financial of Central Ohio
Industry Financial Services
Experience
Family Financial of Central Ohio June 2010 - Present
JPMorgan Chase November 2005 - December 2009
Fixed Income Securities May 2005 - October 2005
Nationwide Investment Services Corporation January 2001 - April 2005
John Hancock Financial Services September 1997 - December 2000
Skills
Finance, Management
Education
The Ohio State University 1991 — 1997
Bachelor of Arts (B.A.), Business Finance
Family Financial of Central Ohio June 2010 - Present
JPMorgan Chase November 2005 - December 2009
Fixed Income Securities May 2005 - October 2005
Nationwide Investment Services Corporation January 2001 - April 2005
John Hancock Financial Services September 1997 - December 2000
Skills
Finance, Management
Education
The Ohio State University 1991 — 1997
Bachelor of Arts (B.A.), Business Finance
Jessica Heflin Jessica Heflin's John Hancock Financial Services Experience June 2011 - January 2015
Job IT Business Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2011 - January 2015
State Street Bank July 2007 - June 2011
Denard Insurance October 2004 - July 2007
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Vendor Management, Process Improvement, SQL, Outlook, Lotus Notes, Visio, SDLC, Mutual Funds, Account Reconciliation, Management
Education
Suffolk University 2002 — 2006
Bachelor of Science in Business Administration, International Business
John Hancock Financial Services June 2011 - January 2015
State Street Bank July 2007 - June 2011
Denard Insurance October 2004 - July 2007
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Vendor Management, Process Improvement, SQL, Outlook, Lotus Notes, Visio, SDLC, Mutual Funds, Account Reconciliation, Management
Education
Suffolk University 2002 — 2006
Bachelor of Science in Business Administration, International Business
Tiya Townsend Tiya Townsend's John Hancock Financial Services Experience 2007 - 2007
Job Designer / Brand Architect
Industry Apparel & Fashion
Experience
Dames & Duchess December 2011 - Present
MFC Global LLC February 2008 - 2009
Boston Financial Data Services September 2004 - July 2008
John Hancock Financial Services 2007 - 2007
Skills
Establishing a niche..., Business, Niche Marketing, Fashion, Apparel, Retail, Fashion Design, Merchandising, Styling, Marketing, Marketing Strategy, Textiles, Social Media Marketing, Social Media, Product Development, Entrepreneurship, Sales, Strategic Planning, Advertising, Boutique, New Business Development, Trend Forecasting, Trend Analysis, Wardrobe
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Dames & Duchess December 2011 - Present
MFC Global LLC February 2008 - 2009
Boston Financial Data Services September 2004 - July 2008
John Hancock Financial Services 2007 - 2007
Skills
Establishing a niche..., Business, Niche Marketing, Fashion, Apparel, Retail, Fashion Design, Merchandising, Styling, Marketing, Marketing Strategy, Textiles, Social Media Marketing, Social Media, Product Development, Entrepreneurship, Sales, Strategic Planning, Advertising, Boutique, New Business Development, Trend Forecasting, Trend Analysis, Wardrobe
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Marshall Patrick Marshall's John Hancock Financial Services Experience January 2008 - July 2009
Job Attorney McCallum, Methvin & Terrell, P.C.
Industry Law Practice
Experience
McCallum, Methvin & Terrell, P.C. May 2013 - Present
Lloyd Gray Whitehead & Monroe October 2012 - May 2013
University of Alabama School of Law 2009 - December 2012
Swift, Currie, McGhee & Heirs, LLP May 2011 - August 2011
Gaines, Wolter & Kinney June 2010 - August 2010
Scott D. Sanders, P.C. May 2010 - June 2010
John Hancock Financial Services January 2008 - July 2009
Atlantic Marina Holdings, LLC May 2006 - January 2008
Skills
Real Estate, Due Diligence, Mergers & Acquisitions, Insurance, Corporate Law, Westlaw, Mediation, Mergers, Legal Research, Legal Writing, Commercial Litigation, Courts, Trials, Litigation, Sales, Finance, Class Actions, Civil Litigation, Construction Law, Copyright Law, Franchise Agreements, Securities Litigation, Intellectual Property, Lexis, Product Liability, Trademarks, Contract Negotiation, Real Estate Transactions, Consumer Law, Business Litigation, Commercial Real Estate, Appeals
Education
The University of Alabama School of Law 2009 — 2012
Doctor of Law (J.D.)
The University of Georgia 2001 — 2006
BA, Political Science
McCallum, Methvin & Terrell, P.C. May 2013 - Present
Lloyd Gray Whitehead & Monroe October 2012 - May 2013
University of Alabama School of Law 2009 - December 2012
Swift, Currie, McGhee & Heirs, LLP May 2011 - August 2011
Gaines, Wolter & Kinney June 2010 - August 2010
Scott D. Sanders, P.C. May 2010 - June 2010
John Hancock Financial Services January 2008 - July 2009
Atlantic Marina Holdings, LLC May 2006 - January 2008
Skills
Real Estate, Due Diligence, Mergers & Acquisitions, Insurance, Corporate Law, Westlaw, Mediation, Mergers, Legal Research, Legal Writing, Commercial Litigation, Courts, Trials, Litigation, Sales, Finance, Class Actions, Civil Litigation, Construction Law, Copyright Law, Franchise Agreements, Securities Litigation, Intellectual Property, Lexis, Product Liability, Trademarks, Contract Negotiation, Real Estate Transactions, Consumer Law, Business Litigation, Commercial Real Estate, Appeals
Education
The University of Alabama School of Law 2009 — 2012
Doctor of Law (J.D.)
The University of Georgia 2001 — 2006
BA, Political Science
Vaughn Littlejohn Vaughn Littlejohn's John Hancock Financial Services Experience February 2013 - Present
Job Assistant Vice President at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - February 2013
United States Air Force March 2008 - August 2011
US Air Force September 2004 - March 2008
US Air Force March 1996 - September 2004
US Air Force July 1992 - March 1996
Skills
Military, Program Management, Leadership, Integration, Process Improvement, Training, Military Operations, Risk Management, Management, Operations Management, Quality Assurance, Project Planning, Project Management, Change Management, National Security, Team Building, Strategic Planning
Education
The Johns Hopkins University 1985 — 1989
Bachelors Degree, Electrical Engineering
University of Idaho
Masters Degree, Mathematics
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - February 2013
United States Air Force March 2008 - August 2011
US Air Force September 2004 - March 2008
US Air Force March 1996 - September 2004
US Air Force July 1992 - March 1996
Skills
Military, Program Management, Leadership, Integration, Process Improvement, Training, Military Operations, Risk Management, Management, Operations Management, Quality Assurance, Project Planning, Project Management, Change Management, National Security, Team Building, Strategic Planning
Education
The Johns Hopkins University 1985 — 1989
Bachelors Degree, Electrical Engineering
University of Idaho
Masters Degree, Mathematics
Alan Coakley Alan Coakley's John Hancock Financial Services Experience January 2000 - May 2004
Job Information Technology Instructor at Year Up
Industry Education Management
Experience
Year Up August 2015 - Present
John Hancock Financial Services (U.S.A.) December 2006 - May 2011
John Hancock Life Insurance Company (U.S.A.) April 2004 - November 2006
John Hancock Financial Services January 2000 - May 2004
Skills
Process Improvement, SDLC, Program Management, Business Analysis, Vendor Management, Business Process..., Project Portfolio..., Strategic Planning, Change Management, Team Building, Enterprise Software, Leadership, CRM, Information Technology, Project Management, Management
Education
Suffolk University - Sawyer School of Management
Master of Education (MEd), Adult and Organizational Learning
University of Massachusetts Boston
Bachelor of Business Administration (B.B.A.)
Year Up August 2015 - Present
John Hancock Financial Services (U.S.A.) December 2006 - May 2011
John Hancock Life Insurance Company (U.S.A.) April 2004 - November 2006
John Hancock Financial Services January 2000 - May 2004
Skills
Process Improvement, SDLC, Program Management, Business Analysis, Vendor Management, Business Process..., Project Portfolio..., Strategic Planning, Change Management, Team Building, Enterprise Software, Leadership, CRM, Information Technology, Project Management, Management
Education
Suffolk University - Sawyer School of Management
Master of Education (MEd), Adult and Organizational Learning
University of Massachusetts Boston
Bachelor of Business Administration (B.B.A.)
Janet (Tun) Huang Janet (Tun) Huang's John Hancock Financial Services Experience August 2013 - Present
Job Sr Business Consultant at John Hancock
Industry Information Technology and Services
Experience
John Hancock Financial Services August 2013 - Present
Deloitte August 2011 - April 2013
Intrasphere Technologies January 2011 - August 2011
WorkSafeBC May 2008 - January 2010
Accenture July 2000 - July 2007
Skills
Analysis, Process Design, Requirements Gathering
Education
The University of British Columbia
B.Comm, MIS- Co-op Program
John Hancock Financial Services August 2013 - Present
Deloitte August 2011 - April 2013
Intrasphere Technologies January 2011 - August 2011
WorkSafeBC May 2008 - January 2010
Accenture July 2000 - July 2007
Skills
Analysis, Process Design, Requirements Gathering
Education
The University of British Columbia
B.Comm, MIS- Co-op Program
George Polizos, LTCP, MBA George Polizos, LTCP, MBA's John Hancock Financial Services Experience 1996 - 2001
Job Partner, LongTerm Care Specialist at LTC Financial Partners
Industry Insurance
Experience
LTC Financial Partners November 2007 - Present
Continuum Life & Health 2001 - Present
John Hancock Financial Services 1996 - 2001
Arthur Polizos Associates 1987 - 1996
Skills
Long-term Care, Estate Planning, Long Term Care Insurance, Universal Life, Financial Advisory, Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Medicare, Insurance, Disability Insurance, Retirement, Employee Benefits, Retirement Planning, Strategic Partnerships, Strategic Financial..., Critical Illness, Financial Planners, 401k, IRAs
Education
The College of William and Mary - The Mason School of Business 1985 — 1987
M.B.A., Business
Washington and Lee University 1977 — 1981
Norfolk Academy
LTC Financial Partners November 2007 - Present
Continuum Life & Health 2001 - Present
John Hancock Financial Services 1996 - 2001
Arthur Polizos Associates 1987 - 1996
Skills
Long-term Care, Estate Planning, Long Term Care Insurance, Universal Life, Financial Advisory, Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Medicare, Insurance, Disability Insurance, Retirement, Employee Benefits, Retirement Planning, Strategic Partnerships, Strategic Financial..., Critical Illness, Financial Planners, 401k, IRAs
Education
The College of William and Mary - The Mason School of Business 1985 — 1987
M.B.A., Business
Washington and Lee University 1977 — 1981
Norfolk Academy
Leah Cavaliere's John Hancock Financial Services Experience June 2008 - March 2015
Job
Industry Legal Services
Experience
Dunkin' Brands March 2015 - Present
John Hancock Financial Services June 2008 - March 2015
Bank of America Corporation January 2008 - May 2008
Suffolk County Courthouse May 2007 - August 2007
Barnstable Probate and Family Court May 2006 - August 2006
Skills
Private Investigations, Background Checks, Fraud, Corporate Security, Risk Management, Management, Surveillance, Loss Prevention, Onboarding, Law Enforcement, Microsoft Excel, Analysis, Investigation, Microsoft Office
Education
Suffolk University 2010 — 2012
Master of Science in Crime and Justice, Criminal Justice
Suffolk University 2004 — 2008
Bachelor of Science Degree, Sociology; Criminology and Law
Dunkin' Brands March 2015 - Present
John Hancock Financial Services June 2008 - March 2015
Bank of America Corporation January 2008 - May 2008
Suffolk County Courthouse May 2007 - August 2007
Barnstable Probate and Family Court May 2006 - August 2006
Skills
Private Investigations, Background Checks, Fraud, Corporate Security, Risk Management, Management, Surveillance, Loss Prevention, Onboarding, Law Enforcement, Microsoft Excel, Analysis, Investigation, Microsoft Office
Education
Suffolk University 2010 — 2012
Master of Science in Crime and Justice, Criminal Justice
Suffolk University 2004 — 2008
Bachelor of Science Degree, Sociology; Criminology and Law
Thomas Compernolle Jr.'s John Hancock Financial Services Experience September 2007 - June 2008
Job FX Trader at Geneva Trading
Industry Capital Markets
Experience
Geneva Trading January 2015 - Present
ParsFortuna Capital Management June 2013 - December 2014
COMPCO, LLC. August 2010 - February 2013
Independence Asset Management June 2008 - December 2010
John Hancock Financial Services September 2007 - June 2008
Skills
Trading, Options, Futures Trading, FX Trading, Trading Strategies, Hedging, Equity Derivatives, Product Control, Risk Management, Model Making, Technical Analysis
Education
The Ohio State University 2010 — 2013
Economics
Geneva Trading January 2015 - Present
ParsFortuna Capital Management June 2013 - December 2014
COMPCO, LLC. August 2010 - February 2013
Independence Asset Management June 2008 - December 2010
John Hancock Financial Services September 2007 - June 2008
Skills
Trading, Options, Futures Trading, FX Trading, Trading Strategies, Hedging, Equity Derivatives, Product Control, Risk Management, Model Making, Technical Analysis
Education
The Ohio State University 2010 — 2013
Economics
Kristen DeGirolamo Flaherty Kristen DeGirolamo Flaherty's John Hancock Financial Services Experience December 2014 - Present
Job Sr. Operations Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services December 2014 - Present
John Hancock Financial Services October 2013 - December 2014
John Hancock Life Insurance Company (U.S.A.) March 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - April 2011
John Hancock Life Insurance Company (U.S.A.) July 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) May 2008 - July 2009
John Hancock Life Insurance Company (U.S.A.) August 2007 - May 2008
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement Planning, Financial Services, Claim, Series 7, Investments, Securities, Risk Management, Series 63, Life Insurance, Wealth Management, Business Analysis
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Business
John Hancock Financial Services December 2014 - Present
John Hancock Financial Services October 2013 - December 2014
John Hancock Life Insurance Company (U.S.A.) March 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - April 2011
John Hancock Life Insurance Company (U.S.A.) July 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) May 2008 - July 2009
John Hancock Life Insurance Company (U.S.A.) August 2007 - May 2008
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement Planning, Financial Services, Claim, Series 7, Investments, Securities, Risk Management, Series 63, Life Insurance, Wealth Management, Business Analysis
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Business
Kurt G. Gustafson, MBA Kurt G. Gustafson, MBA's John Hancock Financial Services Experience November 1997 - December 1999
Job Vice President RIA Consulting Group at Calamos Investments
Industry Investment Management
Experience
Calamos Investments June 2014 - Present
Van Eck Global September 2008 - June 2014
Bradford & Marzec January 2006 - September 2008
Independent Consultant 2004 - 2005
State Street December 1999 - June 2003
John Hancock Financial Services November 1997 - December 1999
John Hancock Financial Services October 1995 - November 1997
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, ETFs, Hedge Funds, Fixed Income, Wealth Management, Securities, Asset Allocation, Emerging Markets, Natural Resources, Gold, Investment Management, Investment Advisory, Asset Management
Education
Boston University Graduate School of Management 2000 — 2003
Master of Business Administration (MBA), MBA
Susquehanna University 1991 — 1995
Bachelor of Arts, English
Calamos Investments June 2014 - Present
Van Eck Global September 2008 - June 2014
Bradford & Marzec January 2006 - September 2008
Independent Consultant 2004 - 2005
State Street December 1999 - June 2003
John Hancock Financial Services November 1997 - December 1999
John Hancock Financial Services October 1995 - November 1997
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, ETFs, Hedge Funds, Fixed Income, Wealth Management, Securities, Asset Allocation, Emerging Markets, Natural Resources, Gold, Investment Management, Investment Advisory, Asset Management
Education
Boston University Graduate School of Management 2000 — 2003
Master of Business Administration (MBA), MBA
Susquehanna University 1991 — 1995
Bachelor of Arts, English
Mishal Syed Mishal Syed's John Hancock Financial Services Experience October 2010 - April 2013
Job Marketing/Operations/Office Administrator at TIS Construction Services, Inc.
Industry Marketing and Advertising
Experience
TIS Construction Services, Inc. February 2014 - Present
John Hancock Financial Services October 2010 - April 2013
AREA203 Marketing June 2007 - July 2010
Skills
Digital Marketing, Email Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Affiliate Marketing, Copywriting, Account Management, Digital Media, Advertising, Online Marketing, Brand Management
Education
The University of Tennessee at Chattanooga 2003 — 2006
Business Administration, Marketing
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Marketing
TIS Construction Services, Inc. February 2014 - Present
John Hancock Financial Services October 2010 - April 2013
AREA203 Marketing June 2007 - July 2010
Skills
Digital Marketing, Email Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Affiliate Marketing, Copywriting, Account Management, Digital Media, Advertising, Online Marketing, Brand Management
Education
The University of Tennessee at Chattanooga 2003 — 2006
Business Administration, Marketing
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Marketing
Jasmany Naranjo, CRPC® Jasmany Naranjo, CRPC®'s John Hancock Financial Services Experience August 2013 - Present
Job Internal Wholesaler (401k) at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2013 - Present
Paychex July 2014 - December 2014
John Hancock Financial Services April 2013 - August 2013
John Hancock Financial Services April 2012 - March 2013
Pioneer Investments August 2010 - April 2012
Walker Associates May 2008 - May 2010
Skills
Series 63, Spanish, Lotus Notes, Sales, Market Research, Outlook Express, Investments, Financial Services, 401k, Retirement, Relationship Management, Retirement Planning, Strategic Financial..., Series 7, Leadership, Series 6, Asset Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2008 — 2010
2010B.S, Business Administration and Management, 3.84
John Hancock Financial Services August 2013 - Present
Paychex July 2014 - December 2014
John Hancock Financial Services April 2013 - August 2013
John Hancock Financial Services April 2012 - March 2013
Pioneer Investments August 2010 - April 2012
Walker Associates May 2008 - May 2010
Skills
Series 63, Spanish, Lotus Notes, Sales, Market Research, Outlook Express, Investments, Financial Services, 401k, Retirement, Relationship Management, Retirement Planning, Strategic Financial..., Series 7, Leadership, Series 6, Asset Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2008 — 2010
2010B.S, Business Administration and Management, 3.84
Rebecca Barnett's John Hancock Financial Services Experience January 2013 - September 2014
Job Director of Marketing at MMIT
Industry Telecommunications
Experience
Mobile Media Info Tech Limited May 2014 - Present
John Hancock Financial Services January 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) April 2010 - April 2011
Pyrotek Records September 2009 - December 2009
Skills
Financial Analysis, Marketing, Customer Service, Market Research, Marketing Strategy, Microsoft Excel, Insurance, Training, Project Management, PowerPoint, Retail Sales, Sales Management, Client Relations Skills, Financial Services, Business Development, Networking, Social Media Marketing, Business Strategy, Client Relations, Management, Leadership
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Global Master of Business Administration (GMBA), International Marketing
Suffolk University - Sawyer School of Management 2005 — 2010
BA, Global Business and Marketing
Mobile Media Info Tech Limited May 2014 - Present
John Hancock Financial Services January 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) April 2010 - April 2011
Pyrotek Records September 2009 - December 2009
Skills
Financial Analysis, Marketing, Customer Service, Market Research, Marketing Strategy, Microsoft Excel, Insurance, Training, Project Management, PowerPoint, Retail Sales, Sales Management, Client Relations Skills, Financial Services, Business Development, Networking, Social Media Marketing, Business Strategy, Client Relations, Management, Leadership
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Global Master of Business Administration (GMBA), International Marketing
Suffolk University - Sawyer School of Management 2005 — 2010
BA, Global Business and Marketing
Emil Dmello Emil Dmello's John Hancock Financial Services Experience 2013 - Present
Job Computer Science Student
Industry Information Technology and Services
Experience
John Hancock Financial Services 2013 - Present
Guardian Life June 2012 - Present
Skills
Entrepreneurship, Strategy, Business Strategy, Change Management, Business Development, Cross-functional Team...
Education
The University of Georgia 2012 — 2017
MIS and Computer Science
Georgia Governor Honors Program 2010 — 2010
Executive Management, Business
Innovation Camp 2010 — 2010
Entrepreneurial Ventures
Emory Debate Camp 2009 — 2009
Policy, Debate
International Entrepreneurship Camp 2009 — 2009
Entreprenuerial Practice, Business
John Hancock Financial Services 2013 - Present
Guardian Life June 2012 - Present
Skills
Entrepreneurship, Strategy, Business Strategy, Change Management, Business Development, Cross-functional Team...
Education
The University of Georgia 2012 — 2017
MIS and Computer Science
Georgia Governor Honors Program 2010 — 2010
Executive Management, Business
Innovation Camp 2010 — 2010
Entrepreneurial Ventures
Emory Debate Camp 2009 — 2009
Policy, Debate
International Entrepreneurship Camp 2009 — 2009
Entreprenuerial Practice, Business
Kevin Trabucco Kevin Trabucco's John Hancock Financial Services Experience June 2015 - Present
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
Brown Brothers Harriman May 2014 - June 2015
REIT Management & Research LLC May 2013 - May 2014
The Ohio House of Representatives 2012 - 2013
Akron Children's Hospital 2006 - 2012
St. Victor's Parish 2003 - 2012
Unicorn Realty 2010 - 2010
Skills
Finance, Leadership, Management, Analysis, Portfolio Management, Business Strategy, Corporate Finance, Financial Services, Enterprise Software, Real Estate Development, Brokerage, Microsoft Excel, Data Analysis, PowerPoint, Access, Microsoft Office, Nonprofits, Public Speaking, Research, Financial Analysis
Education
The Ohio State University 2009 — 2013
BSBA, Finance, Minor in Economics
John Hancock Financial Services June 2015 - Present
Brown Brothers Harriman May 2014 - June 2015
REIT Management & Research LLC May 2013 - May 2014
The Ohio House of Representatives 2012 - 2013
Akron Children's Hospital 2006 - 2012
St. Victor's Parish 2003 - 2012
Unicorn Realty 2010 - 2010
Skills
Finance, Leadership, Management, Analysis, Portfolio Management, Business Strategy, Corporate Finance, Financial Services, Enterprise Software, Real Estate Development, Brokerage, Microsoft Excel, Data Analysis, PowerPoint, Access, Microsoft Office, Nonprofits, Public Speaking, Research, Financial Analysis
Education
The Ohio State University 2009 — 2013
BSBA, Finance, Minor in Economics
Kevin Strzelczyk's John Hancock Financial Services Experience March 2014 - March 2014
Job Visual Designer at HourlyNerd
Industry Graphic Design
Experience
HourlyNerd May 2015 - Present
KZS Designs October 2013 - Present
The Lodge at Harrisburg Lake February 2014 - Present
Logentries Log Management & Real-time Analytics July 2014 - July 2015
John Hancock Financial Services March 2014 - March 2014
Pulsity February 2013 - December 2013
Doppler Effect Entertainment August 2012 - September 2012
Skills
Illustrator, Logo Design, Packaging, InDesign, Typography, Photoshop, Graphic Design, Advertising, HTML, Adobe Creative Suite, CSS, Corporate Branding, Dreamweaver, Web Design, Responsive Web Design
Education
Suffolk University 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
HourlyNerd May 2015 - Present
KZS Designs October 2013 - Present
The Lodge at Harrisburg Lake February 2014 - Present
Logentries Log Management & Real-time Analytics July 2014 - July 2015
John Hancock Financial Services March 2014 - March 2014
Pulsity February 2013 - December 2013
Doppler Effect Entertainment August 2012 - September 2012
Skills
Illustrator, Logo Design, Packaging, InDesign, Typography, Photoshop, Graphic Design, Advertising, HTML, Adobe Creative Suite, CSS, Corporate Branding, Dreamweaver, Web Design, Responsive Web Design
Education
Suffolk University 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Lu Huang's John Hancock Financial Services Experience May 2010 - August 2010
Job Actuary, ASA
Industry Insurance
Experience
AIG October 2015 - Present
MetLife March 2014 - Present
MetLife June 2012 - March 2014
MetLife June 2011 - May 2012
John Hancock Financial Services May 2010 - August 2010
AXA Equitable June 2009 - September 2009
New York State Insurance Department March 2009 - May 2009
Skills
VBA, SAS, Financial Reporting, C++, SQL, Actuarial Science, Data Analysis
Education
Macaulay Honors College, Baruch College, CUNY 2007 — 2011
Bachelor of Arts, Mathematics
The University of Hong Kong
AIG October 2015 - Present
MetLife March 2014 - Present
MetLife June 2012 - March 2014
MetLife June 2011 - May 2012
John Hancock Financial Services May 2010 - August 2010
AXA Equitable June 2009 - September 2009
New York State Insurance Department March 2009 - May 2009
Skills
VBA, SAS, Financial Reporting, C++, SQL, Actuarial Science, Data Analysis
Education
Macaulay Honors College, Baruch College, CUNY 2007 — 2011
Bachelor of Arts, Mathematics
The University of Hong Kong
Jonathan Jendrzejewski Jonathan Jendrzejewski's John Hancock Financial Services Experience October 2012 - May 2014
Job Operations Manager at Symetra Financial Corporation
Industry Financial Services
Experience
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
Michael DiCairano Michael DiCairano's John Hancock Financial Services Experience July 2014 - Present
Job Project Coordinator for John Hancock
Industry Management Consulting
Experience
John Hancock Financial Services July 2014 - Present
Sunglass Hut January 2013 - July 2014
Pangea Connect January 2014 - May 2014
Sunglass Hut October 2011 - January 2013
Sunglass Hut May 2011 - October 2011
Sunglass Hut July 2010 - May 2011
Suffolk University April 2010 - September 2010
Skills
Merchandising, Visual Merchandising, Fashion, Store Management, Retail Management, Loss Prevention, Product Knowledge, Fashion Retail, Sunglasses, Apparel, Eyewear, Driving Results, Customer Service, Event Planning, Training, Sales Management, Selling, Store Operations
Education
Suffolk University 2008 — 2014
BSBA, Business Management
John Hancock Financial Services July 2014 - Present
Sunglass Hut January 2013 - July 2014
Pangea Connect January 2014 - May 2014
Sunglass Hut October 2011 - January 2013
Sunglass Hut May 2011 - October 2011
Sunglass Hut July 2010 - May 2011
Suffolk University April 2010 - September 2010
Skills
Merchandising, Visual Merchandising, Fashion, Store Management, Retail Management, Loss Prevention, Product Knowledge, Fashion Retail, Sunglasses, Apparel, Eyewear, Driving Results, Customer Service, Event Planning, Training, Sales Management, Selling, Store Operations
Education
Suffolk University 2008 — 2014
BSBA, Business Management
Jeffrey Francis Jeffrey Francis's John Hancock Financial Services Experience May 1998 - October 2000
Job Program Director at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial July 2007 - July 2013
Nationwide Financial March 2004 - July 2007
Ceridian November 2000 - March 2004
John Hancock Financial Services May 1998 - October 2000
Skills
Investments, Retirement Planning, Mutual Funds, Employee Benefits, Retirement, Financial Services, Leadership, Relationship Management, Fixed Annuities, Pensions, Vendor Management, Series 63, Insurance, 401k, Project Management, Budgets, Six Sigma Green Belt
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Consumer Services and Advocacy
Nationwide Financial July 2013 - Present
Nationwide Financial July 2007 - July 2013
Nationwide Financial March 2004 - July 2007
Ceridian November 2000 - March 2004
John Hancock Financial Services May 1998 - October 2000
Skills
Investments, Retirement Planning, Mutual Funds, Employee Benefits, Retirement, Financial Services, Leadership, Relationship Management, Fixed Annuities, Pensions, Vendor Management, Series 63, Insurance, 401k, Project Management, Budgets, Six Sigma Green Belt
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Consumer Services and Advocacy
Brett Loxterman's John Hancock Financial Services Experience April 2015 - Present
Job Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
Mallery Cornett Mallery Cornett's John Hancock Financial Services Experience May 2013 - August 2013
Job Senior Pricing (Actuarial) Analyst at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance October 2013 - Present
Nationwide Insurance October 2013 - Present
The Ohio State University March 2012 - December 2013
John Hancock Financial Services May 2013 - August 2013
The Ohio State University January 2013 - May 2013
Skills
Higher Education, Data Analysis, Statistics, MS Excel, MS Access, SAS programming, SAS Enterprise Guide, VBA, Written & Oral..., Microsoft Office, Access, PowerPoint, Teamwork, Leadership, Public Speaking, Microsoft Word, Analysis, Customer Service, Insurance, Actuarial Science, Financial Analysis, Microsoft Excel, SAS
Education
The Ohio State University 2011 — 2014
Bachelor's Degree, Actuarial Science, Minor in Economics, 3.87
Nationwide Insurance October 2013 - Present
Nationwide Insurance October 2013 - Present
The Ohio State University March 2012 - December 2013
John Hancock Financial Services May 2013 - August 2013
The Ohio State University January 2013 - May 2013
Skills
Higher Education, Data Analysis, Statistics, MS Excel, MS Access, SAS programming, SAS Enterprise Guide, VBA, Written & Oral..., Microsoft Office, Access, PowerPoint, Teamwork, Leadership, Public Speaking, Microsoft Word, Analysis, Customer Service, Insurance, Actuarial Science, Financial Analysis, Microsoft Excel, SAS
Education
The Ohio State University 2011 — 2014
Bachelor's Degree, Actuarial Science, Minor in Economics, 3.87
Ming (Alex) Yi Ming (Alex) Yi's John Hancock Financial Services Experience September 2015 - Present
Job Portfolio Analyst at John Hancock Financial Service
Industry Financial Services
Experience
John Hancock Financial Services September 2015 - Present
State Street July 2015 - Present
State Street August 2013 - July 2015
State Street February 2012 - July 2013
CHONGQING TRAFFIC AND TOURISM INVESTMENT GROUP Co., Ltd June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Bloomberg, Outlook, Mutual Funds, ETFs, Qualitative Research, Derivatives, Cash Flow, Analysis, Data Analysis, Data Entry, Portfolio Management, Financial Services, Financial Analysis, Accounting
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's degree, International Business / Finance
John Hancock Financial Services September 2015 - Present
State Street July 2015 - Present
State Street August 2013 - July 2015
State Street February 2012 - July 2013
CHONGQING TRAFFIC AND TOURISM INVESTMENT GROUP Co., Ltd June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Bloomberg, Outlook, Mutual Funds, ETFs, Qualitative Research, Derivatives, Cash Flow, Analysis, Data Analysis, Data Entry, Portfolio Management, Financial Services, Financial Analysis, Accounting
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's degree, International Business / Finance
Greg Welsh Greg Welsh's John Hancock Financial Services Experience March 2013 - August 2014
Job Sourcing Consultant at IBM
Industry Management Consulting
Experience
IBM August 2014 - Present
John Hancock Financial Services March 2013 - August 2014
John Hancock Life Insurance Company (U.S.A.) August 2011 - March 2013
RBS Citizens Financial Group September 2009 - August 2011
RBS Citizens Financial Group May 2009 - August 2009
Admiral Packaging Inc February 2009 - May 2009
Richard C. Young and Co. Ltd May 2008 - August 2008
Bay State Savings Bank December 2003 - August 2007
Education
Suffolk University Law School 2013 — 2017
Juris Doctor
University of Massachusetts Boston 2012 — 2012
Professional Certificate, Practical Project Management
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Supply Chain Management
IBM August 2014 - Present
John Hancock Financial Services March 2013 - August 2014
John Hancock Life Insurance Company (U.S.A.) August 2011 - March 2013
RBS Citizens Financial Group September 2009 - August 2011
RBS Citizens Financial Group May 2009 - August 2009
Admiral Packaging Inc February 2009 - May 2009
Richard C. Young and Co. Ltd May 2008 - August 2008
Bay State Savings Bank December 2003 - August 2007
Education
Suffolk University Law School 2013 — 2017
Juris Doctor
University of Massachusetts Boston 2012 — 2012
Professional Certificate, Practical Project Management
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Supply Chain Management
Krista Cortez's John Hancock Financial Services Experience August 2015 - Present
Job Actuarial Assistant at John Hancock
Industry Insurance
Experience
John Hancock Financial Services August 2015 - Present
Cigna May 2014 - August 2014
Great-West Life May 2013 - April 2014
University of Manitoba - Access Program September 2011 - May 2013
Boys and Girls Club of Winnipeg July 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, English, Windows, HTML, Event Planning, Outlook, Team Leadership, Teaching, Java, Time Management, Access Database, Data Analysis, Negotiation, Written & Oral..., Actuarial Science, Data Mining, Communication
Education
University of Manitoba 2011 — 2015
Bachelor of Science (B.Sc.), Actuarial Science, First Class Honours
Université de Montréal 2015 — 2015
Explore French Program
The University of Winnipeg 2010 — 2011
1st Year University, Biochemistry
St. John's High School 2004 — 2010
High School Diploma
John Hancock Financial Services August 2015 - Present
Cigna May 2014 - August 2014
Great-West Life May 2013 - April 2014
University of Manitoba - Access Program September 2011 - May 2013
Boys and Girls Club of Winnipeg July 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, English, Windows, HTML, Event Planning, Outlook, Team Leadership, Teaching, Java, Time Management, Access Database, Data Analysis, Negotiation, Written & Oral..., Actuarial Science, Data Mining, Communication
Education
University of Manitoba 2011 — 2015
Bachelor of Science (B.Sc.), Actuarial Science, First Class Honours
Université de Montréal 2015 — 2015
Explore French Program
The University of Winnipeg 2010 — 2011
1st Year University, Biochemistry
St. John's High School 2004 — 2010
High School Diploma
Patricia Trombley Ball's John Hancock Financial Services Experience 1997 - 2001
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
MetLife 2003 - 2007
New England Financial, A MetLife Company 2001 - 2003
John Hancock Financial Services 1997 - 2001
Skills
Disability Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, GSI, Employee Benefits, Financial Services
Education
The American College
University of North Carolina School of the Arts
HS Diploma
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
MetLife 2003 - 2007
New England Financial, A MetLife Company 2001 - 2003
John Hancock Financial Services 1997 - 2001
Skills
Disability Insurance, Life Insurance, Retirement, Long-term Care, Retirement Planning, GSI, Employee Benefits, Financial Services
Education
The American College
University of North Carolina School of the Arts
HS Diploma
Janice Henry Janice Henry's John Hancock Financial Services Experience 1998 - 2002
Job Director of Network Management
Industry Hospital & Health Care
Experience
Anthem, Inc. 2015 - Present
Commonwealth Care Alliance 2011 - 2014
Neighborhood Health Plan September 2008 - November 2011
Neighborhood Health Plan of RI 2007 - 2008
Tufts Health Plan August 2005 - October 2007
MultiPlan 2002 - 2005
John Hancock Financial Services 1998 - 2002
Skills
Change Management, Provider Relations, Process Improvement, Strategic Planning, Negotiation, Provider Network..., Contract Negotiation, Leadership, Healthcare Management, Policy, Medicare/Medicaid..., Medicaid, Hospitals, Managed Care, Healthcare, Management, Medicare, Healthcare Industry, Healthcare Consulting, Health Insurance, Health Policy
Education
Suffolk University Law School 1989 — 1992
Doctor of Law (JD), Law
Wellesley College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Anthem, Inc. 2015 - Present
Commonwealth Care Alliance 2011 - 2014
Neighborhood Health Plan September 2008 - November 2011
Neighborhood Health Plan of RI 2007 - 2008
Tufts Health Plan August 2005 - October 2007
MultiPlan 2002 - 2005
John Hancock Financial Services 1998 - 2002
Skills
Change Management, Provider Relations, Process Improvement, Strategic Planning, Negotiation, Provider Network..., Contract Negotiation, Leadership, Healthcare Management, Policy, Medicare/Medicaid..., Medicaid, Hospitals, Managed Care, Healthcare, Management, Medicare, Healthcare Industry, Healthcare Consulting, Health Insurance, Health Policy
Education
Suffolk University Law School 1989 — 1992
Doctor of Law (JD), Law
Wellesley College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Jennefry Polanco Jennefry Polanco's John Hancock Financial Services Experience June 2009 - August 2009
Job Suffolk University, 2013
Industry Human Resources
Experience
Five Star Quality Care July 2013 - Present
Stop & Shop June 2012 - August 2012
Buca di Beppo October 2010 - March 2011
Success Bosto November 2010 - January 2011
YMCA June 2010 - August 2010
John Hancock Financial Services June 2009 - August 2009
English High school Service Trip to New Orleans October 2008 - May 2009
Skills
Fundraising, Team Building, Customer Service, Spanish-speaking, Tutoring, People-oriented, Leadership, Spanish, Microsoft Excel, Event Planning, Research, Microsoft Office, PowerPoint, Public Speaking, Community Outreach, Nonprofits
Education
Suffolk University 2009 — 2013
Suffolk University Madrid Campus 2011 — 2011
BSBA, Business Management
English High School 2005 — 2009
Five Star Quality Care July 2013 - Present
Stop & Shop June 2012 - August 2012
Buca di Beppo October 2010 - March 2011
Success Bosto November 2010 - January 2011
YMCA June 2010 - August 2010
John Hancock Financial Services June 2009 - August 2009
English High school Service Trip to New Orleans October 2008 - May 2009
Skills
Fundraising, Team Building, Customer Service, Spanish-speaking, Tutoring, People-oriented, Leadership, Spanish, Microsoft Excel, Event Planning, Research, Microsoft Office, PowerPoint, Public Speaking, Community Outreach, Nonprofits
Education
Suffolk University 2009 — 2013
Suffolk University Madrid Campus 2011 — 2011
BSBA, Business Management
English High School 2005 — 2009
Jeff Bradley's John Hancock Financial Services Experience September 2005 - June 2009
Job Manager, Financial Services at Prudential
Industry Financial Services
Experience
Prudential Financial June 2009 - Present
John Hancock Financial Services September 2005 - June 2009
Baptist Foundation Of Texas January 2001 - September 2005
Wells Fargo 2000 - 2001
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning, Financial Planning
Lamar University 1999 — 2000
Bachelor of Business Administration (BBA), Finance, Minor-Economics
Texas Tech University 1993 — 1998
Mathematics
Prudential Financial June 2009 - Present
John Hancock Financial Services September 2005 - June 2009
Baptist Foundation Of Texas January 2001 - September 2005
Wells Fargo 2000 - 2001
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning, Financial Planning
Lamar University 1999 — 2000
Bachelor of Business Administration (BBA), Finance, Minor-Economics
Texas Tech University 1993 — 1998
Mathematics
Alma R. Padilla Alma R. Padilla's John Hancock Financial Services Experience September 1993 - September 1998
Job Telesales Agent at Humana Medicare Department
Industry Real Estate
Experience
Pearson July 2014 - June 2015
Broker Agent October 2006 - October 2012
John Hancock Financial Services September 1993 - September 1998
Skills
SALES B TO B, Customer Service, Legal Writing, Cold Calling Experience, Referrals, Face-to-face..., Legal Research Skills, Direct Sales, Consultive Sales, Sales Presentations, Sales, Residential Homes, Insurance, Cold Calling, Selling, Account Management, Relocation, Marketing Strategy, Marketing
Education
The University of Texas at San Antonio 2002 — 2004
Bachelors
The University of Texas at San Antonio 2014 — 2017
Bachelor of Business Administration (B.B.A.)
Pearson July 2014 - June 2015
Broker Agent October 2006 - October 2012
John Hancock Financial Services September 1993 - September 1998
Skills
SALES B TO B, Customer Service, Legal Writing, Cold Calling Experience, Referrals, Face-to-face..., Legal Research Skills, Direct Sales, Consultive Sales, Sales Presentations, Sales, Residential Homes, Insurance, Cold Calling, Selling, Account Management, Relocation, Marketing Strategy, Marketing
Education
The University of Texas at San Antonio 2002 — 2004
Bachelors
The University of Texas at San Antonio 2014 — 2017
Bachelor of Business Administration (B.B.A.)
Daniel Gehl's John Hancock Financial Services Experience January 1976 - July 1996
Job Owner at Daniel R. Gehl and Associates
Industry Financial Services
Experience
Daniel R. Gehl and Associates, LLC August 1996 - Present
The Wiser Financial Group July 1996 - Present
John Hancock Financial Services January 1976 - July 1996
Skills
Retirement Distribution..., Estate Planning, Investment Planning, Finanical Planning, Retirment Planning, Financial Risk..., Securities, Investment Advisory..., Retirement Income..., Strategic Income...
Education
The American College
Chartered Life Underwriter, Financial Planning and Insurance
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Life Underwriting Training Course Fellow
University of Michigan
Pharmacy
Daniel R. Gehl and Associates, LLC August 1996 - Present
The Wiser Financial Group July 1996 - Present
John Hancock Financial Services January 1976 - July 1996
Skills
Retirement Distribution..., Estate Planning, Investment Planning, Finanical Planning, Retirment Planning, Financial Risk..., Securities, Investment Advisory..., Retirement Income..., Strategic Income...
Education
The American College
Chartered Life Underwriter, Financial Planning and Insurance
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Life Underwriting Training Course Fellow
University of Michigan
Pharmacy
Robert Paiva Robert Paiva's John Hancock Financial Services Experience March 2008 - June 2008
Job at
Industry Information Technology and Services
Experience
First Citizens Bank April 2015 - Present
First Citizens Bank September 2014 - April 2015
BB&T May 2013 - September 2014
SilverSky July 2012 - May 2013
State Street Corporation July 2008 - July 2012
John Hancock Financial Services March 2008 - June 2008
Hanover Insurance Group July 2006 - March 2008
Sun Life Financial June 2004 - July 2006
Boston Financial Data Services May 2003 - June 2004
Boston Financial Data Services May 2000 - May 2003
Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit
Education
Suffolk University 2000 — 2002
Master, Business Administration; Management Information Systems
University of Massachusetts 1994 — 1998
B.A, Economics
First Citizens Bank April 2015 - Present
First Citizens Bank September 2014 - April 2015
BB&T May 2013 - September 2014
SilverSky July 2012 - May 2013
State Street Corporation July 2008 - July 2012
John Hancock Financial Services March 2008 - June 2008
Hanover Insurance Group July 2006 - March 2008
Sun Life Financial June 2004 - July 2006
Boston Financial Data Services May 2003 - June 2004
Boston Financial Data Services May 2000 - May 2003
Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit
Education
Suffolk University 2000 — 2002
Master, Business Administration; Management Information Systems
University of Massachusetts 1994 — 1998
B.A, Economics
Alwin Santiago Lugo LUTCF Alwin Santiago Lugo LUTCF's John Hancock Financial Services Experience April 1989 - March 1997
Job General Agent at Midland National Life Ins. Co.
Industry Insurance
Experience
Midland National Life Insurance April 2002 - Present
Self-employed April 1989 - Present
The Franklin Life Ins. Co. March 1997 - April 2001
John Hancock Financial Services April 1989 - March 1997
Skills
Life Insurance and..., Recruiting, Training, Sales, Fixed Annuities, Life Insurance, Disability Insurance, Retirement Planning, Insurance, Team Building, Leadership, Marketing, Sales Management, Long Term Care Insurance, Universal Life, Long-term Care, Whole Life
Education
The American College 1994 — 1997
LUTCF, INSURANCE AND FINANCIAL SERVICES, LUTCF
Universidad Interamericana de Puerto Rico 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Yauco High School 1983 — 1985
secondary
Midland National Life Insurance April 2002 - Present
Self-employed April 1989 - Present
The Franklin Life Ins. Co. March 1997 - April 2001
John Hancock Financial Services April 1989 - March 1997
Skills
Life Insurance and..., Recruiting, Training, Sales, Fixed Annuities, Life Insurance, Disability Insurance, Retirement Planning, Insurance, Team Building, Leadership, Marketing, Sales Management, Long Term Care Insurance, Universal Life, Long-term Care, Whole Life
Education
The American College 1994 — 1997
LUTCF, INSURANCE AND FINANCIAL SERVICES, LUTCF
Universidad Interamericana de Puerto Rico 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Yauco High School 1983 — 1985
secondary
Alysha McElroy Alysha McElroy's John Hancock Financial Services Experience June 2013 - January 2015
Job Analyst, Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
John Hancock Financial Services June 2013 - January 2015
Oxford HealthCare January 2013 - May 2013
Skills
Customer Service, Teaching, Social Networking, Series 7, Series 63, Life & Health Insurance..., Variable Products, Microsoft Excel, Research, Public Speaking, English
Education
Williams College 2007 — 2011
BA, History, Africana Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program
Saratoga Springs High School 2003 — 2007
Goldman Sachs January 2015 - Present
John Hancock Financial Services June 2013 - January 2015
Oxford HealthCare January 2013 - May 2013
Skills
Customer Service, Teaching, Social Networking, Series 7, Series 63, Life & Health Insurance..., Variable Products, Microsoft Excel, Research, Public Speaking, English
Education
Williams College 2007 — 2011
BA, History, Africana Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program
Saratoga Springs High School 2003 — 2007
Robert Hoang Robert Hoang's John Hancock Financial Services Experience October 2013 - Present
Job Business Analyst at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services October 2013 - Present
Cognizant Technology Solutions September 2011 - October 2013
ESPN January 2011 - June 2011
ING June 2010 - August 2010
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Management Information Systems
John Hancock Financial Services October 2013 - Present
Cognizant Technology Solutions September 2011 - October 2013
ESPN January 2011 - June 2011
ING June 2010 - August 2010
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Management Information Systems
Shelly Dean-Shaw, QKA's John Hancock Financial Services Experience 1993 - Present
Job ERISA Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services 1993 - Present
ClearPoint 2002 - 2004
Seaboard Corp. 1990 - 1993
Skills
Customer Service, Financial Services, Personnel Management, 401k, Retirement Planning, Retirement, Employee Benefits, Relationship Management
Education
University of Kansas
John Hancock Financial Services 1993 - Present
ClearPoint 2002 - 2004
Seaboard Corp. 1990 - 1993
Skills
Customer Service, Financial Services, Personnel Management, 401k, Retirement Planning, Retirement, Employee Benefits, Relationship Management
Education
University of Kansas
Benjamin M. Tabor Benjamin M. Tabor's John Hancock Financial Services Experience November 2011 - July 2012
Job Canon Solutions America Senior Account Executive
Industry Printing
Experience
Canon Solutions America April 2015 - Present
Texas Farm Bureau Insurance Companies March 2013 - April 2015
John Hancock Funds, LLC July 2012 - November 2012
John Hancock Financial Services November 2011 - July 2012
John Hancock Financial Services September 2011 - November 2011
Monte Cruz Ranch May 2011 - June 2011
Blue Star Contemporary Art Center January 2011 - May 2011
Modern Multiples Inc. March 2011 - 2011
MT Studios 2006 - 2011
Skills
Retirement Education..., Financial Sales, Hunting Guide, Art Installation, Contemporary Art, Sales Finance, 401k, Mutual Funds, Series 7, Insurance, Sales, Sales Process, Series 63, Management, Retirement
Education
The University of Texas at San Antonio 2009 — 2011
B.A., Fine Art emphasis
Canon Solutions America April 2015 - Present
Texas Farm Bureau Insurance Companies March 2013 - April 2015
John Hancock Funds, LLC July 2012 - November 2012
John Hancock Financial Services November 2011 - July 2012
John Hancock Financial Services September 2011 - November 2011
Monte Cruz Ranch May 2011 - June 2011
Blue Star Contemporary Art Center January 2011 - May 2011
Modern Multiples Inc. March 2011 - 2011
MT Studios 2006 - 2011
Skills
Retirement Education..., Financial Sales, Hunting Guide, Art Installation, Contemporary Art, Sales Finance, 401k, Mutual Funds, Series 7, Insurance, Sales, Sales Process, Series 63, Management, Retirement
Education
The University of Texas at San Antonio 2009 — 2011
B.A., Fine Art emphasis
Amy Ronan Amy Ronan's John Hancock Financial Services Experience October 2013 - Present
Job Global Services Strategic Planning Lead Technology Group at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
Brown Brothers and Harriman May 2011 - October 2013
Brown Brothers Harriman September 2007 - May 2011
Brown Brothers Harriman July 2006 - September 2007
Brown Brothers Harriman June 2005 - July 2006
Skills
Portfolio Management, Fixed Income, Investments, Analysis, Business Analysis, Derivatives, Equities, Financial Analysis, Strategy, Financial Services, Mutual Funds, Securities, Fund Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Finance
Villanova University 2001 — 2005
Bachelor of Science (BS), Finance
John Hancock Financial Services October 2013 - Present
Brown Brothers and Harriman May 2011 - October 2013
Brown Brothers Harriman September 2007 - May 2011
Brown Brothers Harriman July 2006 - September 2007
Brown Brothers Harriman June 2005 - July 2006
Skills
Portfolio Management, Fixed Income, Investments, Analysis, Business Analysis, Derivatives, Equities, Financial Analysis, Strategy, Financial Services, Mutual Funds, Securities, Fund Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Finance
Villanova University 2001 — 2005
Bachelor of Science (BS), Finance
Vijay Khetarpal Vijay Khetarpal's John Hancock Financial Services Experience 1996 - 1999
Job Owner, Integrity Financial Group, LLC
Industry Financial Services
Experience
Integrity Financial Group, LLC January 1996 - Present
The Rotary Club of Potomac 2007 - 2008
John Hancock Financial Services 1996 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Finance, Retirement Planning, Business Planning, Estate Planning, Business Strategy, Strategic Financial..., Sales, Business Development, Strategy, Management Consulting, Nonprofits, Loans, Mortgage Lending, Start-ups, Customer Service, Entrepreneurship, Tax, Investors, Brokers, Investment Properties
Education
The College for Financial Planning 1990 — 1990
Certified Financial Planner, Financial Planning and Services for Individuals
The American College 1988 — 1989
Chartered Financial Consultant, Financial Planning and Services for Business Organizations
The American College 1987 — 1988
Chartered Life Underwriter, Life Insurance
St. Stephens College, Univ. of Delhi 1975 — 1978
B.A. (Hons), Economics
Integrity Financial Group, LLC January 1996 - Present
The Rotary Club of Potomac 2007 - 2008
John Hancock Financial Services 1996 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Finance, Retirement Planning, Business Planning, Estate Planning, Business Strategy, Strategic Financial..., Sales, Business Development, Strategy, Management Consulting, Nonprofits, Loans, Mortgage Lending, Start-ups, Customer Service, Entrepreneurship, Tax, Investors, Brokers, Investment Properties
Education
The College for Financial Planning 1990 — 1990
Certified Financial Planner, Financial Planning and Services for Individuals
The American College 1988 — 1989
Chartered Financial Consultant, Financial Planning and Services for Business Organizations
The American College 1987 — 1988
Chartered Life Underwriter, Life Insurance
St. Stephens College, Univ. of Delhi 1975 — 1978
B.A. (Hons), Economics
Jack Naylor's John Hancock Financial Services Experience May 2013 - April 2015
Job Regional Account Manager at HR Knowledge, Inc.
Industry Human Resources
Experience
John Hancock Financial Services May 2013 - April 2015
John Hancock Financial Services July 2008 - May 2013
John Hancock Financial Services March 2006 - July 2008
John Hancock Financial Services November 2004 - December 2006
John Hancock Financial Services May 2001 - March 2006
John Hancock Financial Services November 2000 - May 2001
John Hancock Financial Services August 1998 - November 2000
John Hancock Financial Services April 1997 - August 1998
Skills
Leadership, Financial Services, Management, Process Improvement, Customer Service, Managing to Metrics, Call Center..., Team Leadership, Insurance, Life Insurance, Employee Learning &..., Series 7, Series 6, Series 63, Sales Commissions, Life insurance..., Annuities, Mutual Funds, Sales Process, Fixed Annuities
Education
The College of Wooster
Bachelor of Arts (B.A.), Political Science
Ward Melville HS
John Hancock Financial Services May 2013 - April 2015
John Hancock Financial Services July 2008 - May 2013
John Hancock Financial Services March 2006 - July 2008
John Hancock Financial Services November 2004 - December 2006
John Hancock Financial Services May 2001 - March 2006
John Hancock Financial Services November 2000 - May 2001
John Hancock Financial Services August 1998 - November 2000
John Hancock Financial Services April 1997 - August 1998
Skills
Leadership, Financial Services, Management, Process Improvement, Customer Service, Managing to Metrics, Call Center..., Team Leadership, Insurance, Life Insurance, Employee Learning &..., Series 7, Series 6, Series 63, Sales Commissions, Life insurance..., Annuities, Mutual Funds, Sales Process, Fixed Annuities
Education
The College of Wooster
Bachelor of Arts (B.A.), Political Science
Ward Melville HS
Deependra Logani's John Hancock Financial Services Experience May 2006 - June 2009
Job Vice PresidentHSBC Securities (USA) Inc.
Industry Financial Services
Experience
HSBC 2012 - Present
LPL Financial July 2009 - September 2012
John Hancock Financial Services May 2006 - June 2009
Education
Temple University
Finance
HSBC 2012 - Present
LPL Financial July 2009 - September 2012
John Hancock Financial Services May 2006 - June 2009
Education
Temple University
Finance
Tim Ramza's John Hancock Financial Services Experience 2013 - Present
Job Senior Vice President Strategy / Business Development
Industry Financial Services
Experience
John Hancock Financial Services 2013 - Present
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Advent Software 1997 - 2006
Jennison Associates 1994 - 1996
Skills
Direct Sales, Positioning, Product Development, Contract Negotiation, Turn Around Management, Selling, Objection Handling, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Enterprise Software, Asset Allocation, Asset Management, Business Development, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Fixed Income, Leadership, Outsourcing, SaaS, Sales, Sales Process, Start-ups, Strategy, Trading Systems, Wealth Management
Education
The University of Texas at Austin 1989 — 1993
B.B.A., Finance
John Hancock Financial Services 2013 - Present
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Advent Software 1997 - 2006
Jennison Associates 1994 - 1996
Skills
Direct Sales, Positioning, Product Development, Contract Negotiation, Turn Around Management, Selling, Objection Handling, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Enterprise Software, Asset Allocation, Asset Management, Business Development, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Fixed Income, Leadership, Outsourcing, SaaS, Sales, Sales Process, Start-ups, Strategy, Trading Systems, Wealth Management
Education
The University of Texas at Austin 1989 — 1993
B.B.A., Finance
Brent B. Barth CLU, ChFC's John Hancock Financial Services Experience June 1995 - June 1997
Job Independent Executive Recruiter
Industry Human Resources
Experience
Brent B. Barth, LLC October 2013 - Present
Insurance Operations Leaders 2012 - Present
Oxford Life Insurance Company September 2007 - June 2012
Golf USA of Scottsdale March 2002 - September 2007
The Acacia Group (Acacia Mutual Life Insurance Company) June 1997 - March 2002
John Hancock Financial Services June 1995 - June 1997
Prudential Life Insurance Company of America January 1990 - June 1994
Skills
Entrepreneurship, Business Strategy, Negotiation, Sales, Public Speaking, Loans, Business Intelligence, Strategic Planning, Operations Management, Team Building, Budgets, Customer Service, New Business Development, Project Management, Executive Management, Process Improvement, Business Planning, Management Consulting, Process Scheduler, Insurance, General Insurance, Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Equity Indexed Annuities, Roth IRA, Guaranteed Lifetime..., Key Person Protection, Buy-sell Agreements, Term Life Insurance, Variable Life, Variable Annuities, Inter-departmental..., Change Management, Brand Awareness, Recruiting, Public Relations, Call Center Development, Policy & Procedure..., Business Unit Start-up, Organizational..., Training Delivery, Staff Supervision, Profit Maximization, Organizational..., Strategic Counsel, General Management, System Automation, Team Leadership, Situational Leadership
Education
The American College
Master of Science, Financial Services, 3.5
The American Collge
Master of Science (MS), Management, 3.5
United States Military Academy at West Point
Bachelor's degree, Engineering, 3.5
Brent B. Barth, LLC October 2013 - Present
Insurance Operations Leaders 2012 - Present
Oxford Life Insurance Company September 2007 - June 2012
Golf USA of Scottsdale March 2002 - September 2007
The Acacia Group (Acacia Mutual Life Insurance Company) June 1997 - March 2002
John Hancock Financial Services June 1995 - June 1997
Prudential Life Insurance Company of America January 1990 - June 1994
Skills
Entrepreneurship, Business Strategy, Negotiation, Sales, Public Speaking, Loans, Business Intelligence, Strategic Planning, Operations Management, Team Building, Budgets, Customer Service, New Business Development, Project Management, Executive Management, Process Improvement, Business Planning, Management Consulting, Process Scheduler, Insurance, General Insurance, Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Equity Indexed Annuities, Roth IRA, Guaranteed Lifetime..., Key Person Protection, Buy-sell Agreements, Term Life Insurance, Variable Life, Variable Annuities, Inter-departmental..., Change Management, Brand Awareness, Recruiting, Public Relations, Call Center Development, Policy & Procedure..., Business Unit Start-up, Organizational..., Training Delivery, Staff Supervision, Profit Maximization, Organizational..., Strategic Counsel, General Management, System Automation, Team Leadership, Situational Leadership
Education
The American College
Master of Science, Financial Services, 3.5
The American Collge
Master of Science (MS), Management, 3.5
United States Military Academy at West Point
Bachelor's degree, Engineering, 3.5
Christine Ferent's John Hancock Financial Services Experience April 2012 - September 2012
Job Program Manager at Iron Mountain
Industry Financial Services
Experience
Houghton Mifflin Harcourt June 2015 - Present
TJX Corporate September 2012 - Present
Fidelity Investments May 2011 - Present
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
REIT MR 2014 - 2014
TJX 2012 - 2013
John Hancock Financial Services April 2012 - September 2012
Skills
PMP, Program Management, SDLC, Vendor Management, Agile, Process Improvement, IT Strategy, Six Sigma, Waterfall, Business Analysis, Business Process..., Software Project..., Consulting, PMO, Project Portfolio..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Northeastern University
B.S.B.A
Houghton Mifflin Harcourt June 2015 - Present
TJX Corporate September 2012 - Present
Fidelity Investments May 2011 - Present
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
Gurnet Consulting 2014 - 2014
REIT MR 2014 - 2014
TJX 2012 - 2013
John Hancock Financial Services April 2012 - September 2012
Skills
PMP, Program Management, SDLC, Vendor Management, Agile, Process Improvement, IT Strategy, Six Sigma, Waterfall, Business Analysis, Business Process..., Software Project..., Consulting, PMO, Project Portfolio..., Business Intelligence, Requirements Gathering, Agile Methodologies
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA
Northeastern University
B.S.B.A
Suzanne Huang's John Hancock Financial Services Experience July 2005 - November 2005
Job Exceptional Sr. Investment Accountant at Coverys & Experienced Investment Software Analyst at Cor Financial
Industry Insurance
Experience
Coverys December 2005 - Present
John Hancock Financial Services July 2005 - November 2005
Cor Financial (Thomson Financial Treasury Solutions) August 2000 - April 2004
Federal Home Loan Bank of Boston May 1998 - August 2000
Federation for Children with Special Needs March 1995 - November 1997
MCI Consumer Service, Inc. 1992 - 1994
Skills
Accounting, General Ledger, Financial Analysis, Risk Management, Insurance, Accounts Payable, Microsoft Excel, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, Auditing, Business Analysis, Investments, Securities, Corporate Finance, Fixed Income, Finance, Microsoft Office, Customer Service, Securities Lending,..., State Security Deposit, Quarterly and Annual..., Variance Analysis, GAAP, FX Options
Education
Suffolk University - Sawyer School of Management 1997 — 1999
BSBA, Major: Accounting; Minor: Finance, 3.58
Coverys December 2005 - Present
John Hancock Financial Services July 2005 - November 2005
Cor Financial (Thomson Financial Treasury Solutions) August 2000 - April 2004
Federal Home Loan Bank of Boston May 1998 - August 2000
Federation for Children with Special Needs March 1995 - November 1997
MCI Consumer Service, Inc. 1992 - 1994
Skills
Accounting, General Ledger, Financial Analysis, Risk Management, Insurance, Accounts Payable, Microsoft Excel, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, Auditing, Business Analysis, Investments, Securities, Corporate Finance, Fixed Income, Finance, Microsoft Office, Customer Service, Securities Lending,..., State Security Deposit, Quarterly and Annual..., Variance Analysis, GAAP, FX Options
Education
Suffolk University - Sawyer School of Management 1997 — 1999
BSBA, Major: Accounting; Minor: Finance, 3.58
Ian Pegg's John Hancock Financial Services Experience March 2013 - Present
Job Portfolio Analyst, Performance Analytics at John Hancock Funds
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
Marcia Tims's John Hancock Financial Services Experience June 2014 - Present
Job Retirement Plan Services Training Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
John Hancock April 2009 - October 2011
John Hancock November 2006 - April 2009
Skills
Mutual Funds, Financial Services, Insurance, Microsoft Excel, Process Improvement, Business Analysis, Customer Service, Retirement, Onboarding, Technical Trainers, Training, Employee Training, Operations Specialist
Education
Syracuse University 1996 — 2000
BS, Geology
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
John Hancock April 2009 - October 2011
John Hancock November 2006 - April 2009
Skills
Mutual Funds, Financial Services, Insurance, Microsoft Excel, Process Improvement, Business Analysis, Customer Service, Retirement, Onboarding, Technical Trainers, Training, Employee Training, Operations Specialist
Education
Syracuse University 1996 — 2000
BS, Geology
Mark Dehmel's John Hancock Financial Services Experience April 2015 - Present
Job Sales Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
Benjamin Noboa, FRM's John Hancock Financial Services Experience June 2014 - Present
Job at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
ARCIM Advisors LLC August 2007 - September 2009
JPMorgan Chase August 2005 - August 2007
Skills
Risk Management, Trade Execution, Fundamental Research, Derivatives, Trading, Financial Analysis, Excel, Financial Reporting, Business Analysis, Commodities, Hedging, Commodity, Financial Modeling, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Accounting
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
ARCIM Advisors LLC August 2007 - September 2009
JPMorgan Chase August 2005 - August 2007
Skills
Risk Management, Trade Execution, Fundamental Research, Derivatives, Trading, Financial Analysis, Excel, Financial Reporting, Business Analysis, Commodities, Hedging, Commodity, Financial Modeling, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Accounting
Heidi Jackson's John Hancock Financial Services Experience 1999 - October 2002
Job IT Project Manager
Industry Government Administration
Experience
New Mexico Dept of Workforce Solutions September 2014 - Present
TriCore Reference Laboratories March 2010 - September 2014
Thomson Reuters August 2004 - March 2010
ClientLogic October 2002 - August 2004
John Hancock Financial Services 1999 - October 2002
Skills
Mentoring, Planning, Budgeting, Negotiation, PMO, Scheduling, Documentation, Problem Solving, Excel, Customer Relations, Windows, Team Building, Process Improvement, Customer Service, Requirements Analysis, Healthcare, Microsoft Office, Quality Assurance, Vendor Management, Program Management, Strategic Planning, Change Management, Word, SQL, PowerPoint, Call Center, Team Leadership, Business Analysis, Team Management, Visio, Troubleshooting, Outlook, MS Project, Project Planning, SharePoint, Coaching, Data Analysis, Cross-functional Team..., Operations Management, Software Documentation, Microsoft Word, Budgets, Healthcare Information..., Training, Analysis, Microsoft Excel, Call Centers, Project Management, Human Resources, CRM
Education
The University of New Mexico 1991 — 2014
Bachelor of Science (B.S.), Technology & Training
The University of New Mexico 1991 — 2014
Bachelor of Science (B.S.), Technology & Training
New Mexico Dept of Workforce Solutions September 2014 - Present
TriCore Reference Laboratories March 2010 - September 2014
Thomson Reuters August 2004 - March 2010
ClientLogic October 2002 - August 2004
John Hancock Financial Services 1999 - October 2002
Skills
Mentoring, Planning, Budgeting, Negotiation, PMO, Scheduling, Documentation, Problem Solving, Excel, Customer Relations, Windows, Team Building, Process Improvement, Customer Service, Requirements Analysis, Healthcare, Microsoft Office, Quality Assurance, Vendor Management, Program Management, Strategic Planning, Change Management, Word, SQL, PowerPoint, Call Center, Team Leadership, Business Analysis, Team Management, Visio, Troubleshooting, Outlook, MS Project, Project Planning, SharePoint, Coaching, Data Analysis, Cross-functional Team..., Operations Management, Software Documentation, Microsoft Word, Budgets, Healthcare Information..., Training, Analysis, Microsoft Excel, Call Centers, Project Management, Human Resources, CRM
Education
The University of New Mexico 1991 — 2014
Bachelor of Science (B.S.), Technology & Training
The University of New Mexico 1991 — 2014
Bachelor of Science (B.S.), Technology & Training
Jody Ackerman's John Hancock Financial Services Experience August 2015 - Present
Job Regional Vice President
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
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
Kirsten Barron's John Hancock Financial Services Experience July 2002 - March 2004
Job Marketing Promotions Manager at PartyLite
Industry Marketing and Advertising
Experience
PartyLite January 2015 - Present
Blue Cross Blue Shield of Massachusetts May 2013 - January 2015
SmartPak September 2012 - May 2013
NFPA April 2012 - August 2012
NFPA August 2009 - April 2012
NFPA August 2006 - August 2009
eScription April 2005 - August 2006
Nova Marketing March 2004 - March 2005
John Hancock Financial Services July 2002 - March 2004
Skills
Marketing, Marketing Communications, Market Research, Email Marketing, Marketing Strategy, Social Media, Social Media Marketing, Proposal Writing, Project Management, Public Relations, Event Management, Budgets, Public Speaking, Business Development, Non-profits, Healthcare, Digital Marketing, Product Management, Product Marketing, Staff Development, Training, SEO, PowerPoint, Account Management, Brand Management, E-commerce, Product Development, Direct Marketing, Strategy
Education
Syracuse University 1998 — 2002
BS, Marketing/Supply Chain Management
Milton Academy 1994 — 1998
PartyLite January 2015 - Present
Blue Cross Blue Shield of Massachusetts May 2013 - January 2015
SmartPak September 2012 - May 2013
NFPA April 2012 - August 2012
NFPA August 2009 - April 2012
NFPA August 2006 - August 2009
eScription April 2005 - August 2006
Nova Marketing March 2004 - March 2005
John Hancock Financial Services July 2002 - March 2004
Skills
Marketing, Marketing Communications, Market Research, Email Marketing, Marketing Strategy, Social Media, Social Media Marketing, Proposal Writing, Project Management, Public Relations, Event Management, Budgets, Public Speaking, Business Development, Non-profits, Healthcare, Digital Marketing, Product Management, Product Marketing, Staff Development, Training, SEO, PowerPoint, Account Management, Brand Management, E-commerce, Product Development, Direct Marketing, Strategy
Education
Syracuse University 1998 — 2002
BS, Marketing/Supply Chain Management
Milton Academy 1994 — 1998
Ray Thering's John Hancock Financial Services Experience May 1985 - December 1994
Job Chef
Industry Food & Beverages
Experience
Tangelwood music center July 2012 - September 2012
ARAMARK/University of Minnesota November 2005 - August 2008
ARAMARK January 1999 - January 2008
ARAMARK 1999 - 2008
Purdue University January 1994 - January 1999
John Hancock Financial Services May 1985 - December 1994
Skills
Culinary Skills, Menu Development, Food Service, Catering, Cooking, Recipes, Sanitation, Cuisine, Food, Seafood, Restaurant Management, Restaurants, Gourmet, Fine Dining, Food Preparation
Education
The Culinary Institute of America 1971 — 1973
A.O.S.
The Culinary Institute of America 1970 — 1972
A.O.S.
Tangelwood music center July 2012 - September 2012
ARAMARK/University of Minnesota November 2005 - August 2008
ARAMARK January 1999 - January 2008
ARAMARK 1999 - 2008
Purdue University January 1994 - January 1999
John Hancock Financial Services May 1985 - December 1994
Skills
Culinary Skills, Menu Development, Food Service, Catering, Cooking, Recipes, Sanitation, Cuisine, Food, Seafood, Restaurant Management, Restaurants, Gourmet, Fine Dining, Food Preparation
Education
The Culinary Institute of America 1971 — 1973
A.O.S.
The Culinary Institute of America 1970 — 1972
A.O.S.
Victoria Olson's John Hancock Financial Services Experience 1992 - 1994
Job Director at Alaric Compliance Services, LLC
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Alaric Compliance Services, LLC February 2015 - Present
Veritas Compliance, LLC July 2014 - September 2015
Forethought Financial Group, Inc. 2012 - 2014
Prudential Financial 2007 - 2012
The Phoenix Companies 1997 - 2007
The Hartford 1994 - 1996
John Hancock Financial Services 1992 - 1994
Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering
Education
FINRA Institute at Wharton 2004 — 2006
Certified Regulatory and Compliance Professional
The American College 1996 — 2001
Chartered Life Underwriter
The University of Connecticut 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Alaric Compliance Services, LLC February 2015 - Present
Veritas Compliance, LLC July 2014 - September 2015
Forethought Financial Group, Inc. 2012 - 2014
Prudential Financial 2007 - 2012
The Phoenix Companies 1997 - 2007
The Hartford 1994 - 1996
John Hancock Financial Services 1992 - 1994
Skills
Leadership, FINRA, Series 24, Securities, Series 63, Mutual Funds, Series 7, Insurance, Financial Services, Fixed Annuities, Series 6, Investments, AML, Investment Advisory, Process Improvement, Retirement, Retirement Planning, Risk Management, SEC, Securities Regulation, Variable Annuities, Due Diligence, Mergers & Acquisitions, Anti Money Laundering
Education
FINRA Institute at Wharton 2004 — 2006
Certified Regulatory and Compliance Professional
The American College 1996 — 2001
Chartered Life Underwriter
The University of Connecticut 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Samuel Wainwright's John Hancock Financial Services Experience 1995 - Present
Job Investment Officer at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services 1995 - Present
Education
Syracuse University
John Hancock Financial Services 1995 - Present
Education
Syracuse University
Jason Burge's John Hancock Financial Services Experience March 1996 - January 2005
Job Financial Professional
Industry Financial Services
Experience
Self Employed 2005 - Present
John Hancock Financial Services March 1996 - January 2005
Skills
Mutual Funds, Fixed Annuities, Investments, IRAs, Health Insurance, 529 Plans, IRA's, Annuities, Long-term Care, Disability Insurance, Critical Illness, Life Insurance, 401k, Insurance, Small Business
Education
Texas Wesleyan University 1991 — 1996
Business Administration and Management, General
Self Employed 2005 - Present
John Hancock Financial Services March 1996 - January 2005
Skills
Mutual Funds, Fixed Annuities, Investments, IRAs, Health Insurance, 529 Plans, IRA's, Annuities, Long-term Care, Disability Insurance, Critical Illness, Life Insurance, 401k, Insurance, Small Business
Education
Texas Wesleyan University 1991 — 1996
Business Administration and Management, General
Anthony DiBernardo's John Hancock Financial Services Experience August 1979 - December 2003
Job Financial Consultant at Coordinated Planning Group
Industry Financial Services
Experience
Coordinated Planning Group June 2008 - Present
MetLife Securities January 2004 - May 2008
John Hancock Financial Services August 1979 - December 2003
Skills
Estate Planning, Retirement, Long Term Care, Disability Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Long-term Care, Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, IRAs, Fixed Annuities, Finance, 401k, Series 6, Investment Strategies
Education
The American College 1990 — 1994
Chartered Financial Consultant, Financial Planning and Services
New York Tech 1973 — 1977
Bachelor of Arts (B.A.), Finance, General
Coordinated Planning Group June 2008 - Present
MetLife Securities January 2004 - May 2008
John Hancock Financial Services August 1979 - December 2003
Skills
Estate Planning, Retirement, Long Term Care, Disability Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Long-term Care, Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, IRAs, Fixed Annuities, Finance, 401k, Series 6, Investment Strategies
Education
The American College 1990 — 1994
Chartered Financial Consultant, Financial Planning and Services
New York Tech 1973 — 1977
Bachelor of Arts (B.A.), Finance, General
Anthony Trott's John Hancock Financial Services Experience April 2004 - December 2010
Job CEO PROMOTER at IT'S OK 2 LAUGH
Industry Real Estate
Experience
IT'S OK 2 LAUGH January 2008 - Present
TROTT REALTY 1995 - Present
John Hancock Financial Services April 2004 - December 2010
Skills
e-PRO, Short Sales, Sellers, Waterfront, Investment Properties, Real Estate, Buyer Representation, Single Family Homes, First Time Home Buyers, Marketing, Listings, Investors, Relocation, Rentals
Education
Temple University
Bachelor of Business Administration (BBA), Real Estate
West Chester University of Pennsylvania
IT'S OK 2 LAUGH January 2008 - Present
TROTT REALTY 1995 - Present
John Hancock Financial Services April 2004 - December 2010
Skills
e-PRO, Short Sales, Sellers, Waterfront, Investment Properties, Real Estate, Buyer Representation, Single Family Homes, First Time Home Buyers, Marketing, Listings, Investors, Relocation, Rentals
Education
Temple University
Bachelor of Business Administration (BBA), Real Estate
West Chester University of Pennsylvania
Huong Dao's John Hancock Financial Services Experience 2014 - 2015
Job Investment Accounting and Reporting Analyst at Blue Cross Blue Shield of Massachusetts
Industry Accounting
Experience
John Hancock Financial Services 2014 - 2015
Suffolk University September 2012 - May 2013
Real Estate Accounting Service January 2011 - March 2012
Suffolk University January 2009 - May 2009
Skills
Timberline Accounting, SAS, Bloomberg Terminal, Microsoft Office, Access Lists, ACL, Financial Edge, Claim Evaluation
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Science (M.S.), Finance
Suffolk University - Sawyer School of Management 2008 — 2011
Bachelor of Science (B.S.), Accounting
Midland High School 2001 — 2002
High School Diploma, Pacific Exchange Program
Tran Phu High School for the Gifted 1995 — 2001
High School Diploma
John Hancock Financial Services 2014 - 2015
Suffolk University September 2012 - May 2013
Real Estate Accounting Service January 2011 - March 2012
Suffolk University January 2009 - May 2009
Skills
Timberline Accounting, SAS, Bloomberg Terminal, Microsoft Office, Access Lists, ACL, Financial Edge, Claim Evaluation
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Science (M.S.), Finance
Suffolk University - Sawyer School of Management 2008 — 2011
Bachelor of Science (B.S.), Accounting
Midland High School 2001 — 2002
High School Diploma, Pacific Exchange Program
Tran Phu High School for the Gifted 1995 — 2001
High School Diploma
Veronica Ballenger's John Hancock Financial Services Experience 1997 - 1999
Job at Vanderbilt University
Industry Human Resources
Experience
Vanderbilt University April 2010 - Present
Rocky Brands, Inc. February 2003 - November 2009
John Hancock Financial Services 1997 - 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Wholesale, PowerPoint, Event Planning, Strategic Planning, Inventory Management, Public Speaking, Public Relations, Budgets, Leadership, Project Management, Office Management, Operations Management, Management, Customer Satisfaction, Team Building, Leadership Development, Nonprofits, Team Leadership, Sales, Analysis, Retail, Community Outreach
Education
Columbia Central High School
Columbia State Community College
AAS, Business Administration
The University of Tennessee at Chattanooga
Business Education
Vanderbilt University April 2010 - Present
Rocky Brands, Inc. February 2003 - November 2009
John Hancock Financial Services 1997 - 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Wholesale, PowerPoint, Event Planning, Strategic Planning, Inventory Management, Public Speaking, Public Relations, Budgets, Leadership, Project Management, Office Management, Operations Management, Management, Customer Satisfaction, Team Building, Leadership Development, Nonprofits, Team Leadership, Sales, Analysis, Retail, Community Outreach
Education
Columbia Central High School
Columbia State Community College
AAS, Business Administration
The University of Tennessee at Chattanooga
Business Education
Jennifer Lynn's John Hancock Financial Services Experience March 2013 - November 2013
Job VP, Finance Initiatives
Industry Insurance
Experience
Global Atlantic November 2013 - Present
John Hancock Financial Services March 2013 - November 2013
John Hancock Financial November 2011 - March 2013
John Hancock Financial August 2009 - November 2011
Ernst & Young 1997 - 2009
Skills
Sarbanes-Oxley Act, Fixed Annuities, Internal Controls, Variable Annuities
Education
Texas A&M University - Mays Business School 1996 — 1997
MS, Accounting
Texas A&M University 1992 — 1996
BBA, Accounting
Global Atlantic November 2013 - Present
John Hancock Financial Services March 2013 - November 2013
John Hancock Financial November 2011 - March 2013
John Hancock Financial August 2009 - November 2011
Ernst & Young 1997 - 2009
Skills
Sarbanes-Oxley Act, Fixed Annuities, Internal Controls, Variable Annuities
Education
Texas A&M University - Mays Business School 1996 — 1997
MS, Accounting
Texas A&M University 1992 — 1996
BBA, Accounting
Connie Barnes, CLU, ChFC's John Hancock Financial Services Experience May 2001 - August 2004
Job Chief Operating Officer at Premier Advisors, Ltd.
Industry Insurance
Experience
Premier Advisors, Ltd. May 2015 - Present
C.Barnes & Associates January 2010 - Present
Universal Insurance Services October 2006 - December 2009
Pacific Life April 2004 - September 2006
John Hancock Financial Services May 2001 - August 2004
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, IRAs, Health Insurance, Underwriting, Advanced Sales, Universal Life, Whole Life, Term Life Insurance, Estate Planning, Premium Financing, Variable Annuities, Brokers, Long Term Care Insurance, 401k, Series 63
Education
The American College 1983 — 1990
Chartered Life Underwriter, Chartered Financial Consultant
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
B.S., Finance
Premier Advisors, Ltd. May 2015 - Present
C.Barnes & Associates January 2010 - Present
Universal Insurance Services October 2006 - December 2009
Pacific Life April 2004 - September 2006
John Hancock Financial Services May 2001 - August 2004
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, IRAs, Health Insurance, Underwriting, Advanced Sales, Universal Life, Whole Life, Term Life Insurance, Estate Planning, Premium Financing, Variable Annuities, Brokers, Long Term Care Insurance, 401k, Series 63
Education
The American College 1983 — 1990
Chartered Life Underwriter, Chartered Financial Consultant
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
B.S., Finance
Ronald Ruderman's John Hancock Financial Services Experience 1966 - 1972
Job Senior Vice PresidentSales at First Investors Corporation
Industry Financial Services
Experience
First Investors Life Insurance Company May 1972 - Present
John Hancock Financial Services 1966 - 1972
Skills
Permanent Life Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Licensed Life Insurance..., Variable Life, Insurance, Variable Annuities, Investments, Retirement Planning, Mutual Funds, Term Life Insurance, Public Speaking, Estate Planning, Business Planning, Key Person Insurance, Risk Management, Financial Planning, Financial Services, Retirement, Series 63
Education
The American College 1981 — 1985
Chartered Life Underwriter (CLU)
First Investors Life Insurance Company May 1972 - Present
John Hancock Financial Services 1966 - 1972
Skills
Permanent Life Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Licensed Life Insurance..., Variable Life, Insurance, Variable Annuities, Investments, Retirement Planning, Mutual Funds, Term Life Insurance, Public Speaking, Estate Planning, Business Planning, Key Person Insurance, Risk Management, Financial Planning, Financial Services, Retirement, Series 63
Education
The American College 1981 — 1985
Chartered Life Underwriter (CLU)
Jim Dehner's John Hancock Financial Services Experience July 1973 - June 1981
Job Owner / President at Dehner & Associates, Inc.
Industry Financial Services
Experience
Lakeside Group, Inc. 2001 - Present
Dehner & Associates, Inc July 1989 - Present
Travelers Insurance Company 1981 - 1989
John Hancock Financial Services July 1973 - June 1981
Skills
Insurance, Life Insurance, Long-term Care, Employee Benefits, Health Insurance, Customer Service, Disability Insurance, Small Business, Fixed Annuities, Underwriting, Strategic Financial..., Term Life Insurance, Investments, Whole Life, Health Savings Accounts, Universal Life, Financial Planning
Education
University of Notre Dame 1969 — 1973
Bachelor's Degree, Political Science and Government
The American College 1981 — 1987
Lakeside Group, Inc. 2001 - Present
Dehner & Associates, Inc July 1989 - Present
Travelers Insurance Company 1981 - 1989
John Hancock Financial Services July 1973 - June 1981
Skills
Insurance, Life Insurance, Long-term Care, Employee Benefits, Health Insurance, Customer Service, Disability Insurance, Small Business, Fixed Annuities, Underwriting, Strategic Financial..., Term Life Insurance, Investments, Whole Life, Health Savings Accounts, Universal Life, Financial Planning
Education
University of Notre Dame 1969 — 1973
Bachelor's Degree, Political Science and Government
The American College 1981 — 1987
Jessie Fallon's John Hancock Financial Services Experience November 2011 - Present
Job Audit Manager at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services November 2011 - Present
Ernst & Young August 2006 - November 2011
The Boston Globe September 2005 - August 2006
Skills
Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, US GAAP, GAAP, Finance, Risk Assessment, Plannning, SAS70, Internal Audit, External Audit, Financial Audits, Valuation, Assurance, Microsoft Excel, Investments, Private Equity, Big 4, Financial Services, Microsoft Word, Financial Accounting
Education
Suffolk University 2011 — 2015
Master of Business Administration (MBA), Finance/Accounting
Suffolk University - Sawyer Business School 2002 — 2006
BS, Finance & Accounting
John Hancock Financial Services November 2011 - Present
Ernst & Young August 2006 - November 2011
The Boston Globe September 2005 - August 2006
Skills
Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, US GAAP, GAAP, Finance, Risk Assessment, Plannning, SAS70, Internal Audit, External Audit, Financial Audits, Valuation, Assurance, Microsoft Excel, Investments, Private Equity, Big 4, Financial Services, Microsoft Word, Financial Accounting
Education
Suffolk University 2011 — 2015
Master of Business Administration (MBA), Finance/Accounting
Suffolk University - Sawyer Business School 2002 — 2006
BS, Finance & Accounting
Aaron Carpenter's John Hancock Financial Services Experience June 2005 - July 2006
Job Assistant Vice President, Risk Management at Axis Capital
Industry Insurance
Experience
Axis Capital February 2013 - Present
Carpenter Media, LLC March 2010 - Present
Axis Capital May 2011 - February 2013
Tokio Millennium Re, Ltd August 2006 - November 2009
John Hancock Financial Services June 2005 - July 2006
Skills
Financial Risk, Risk Management, Pricing, Reinsurance, Underwriting, Property & Casualty..., Actuarial Science, Insurance, General Insurance, Casualty, ReMetrica, @Risk, Microsoft Excel, VBA, SQL, Analysis, Catastrophe Modeling, Valuation
Education
Syracuse University 2001 — 2005
BSc, Economics, Math
Axis Capital February 2013 - Present
Carpenter Media, LLC March 2010 - Present
Axis Capital May 2011 - February 2013
Tokio Millennium Re, Ltd August 2006 - November 2009
John Hancock Financial Services June 2005 - July 2006
Skills
Financial Risk, Risk Management, Pricing, Reinsurance, Underwriting, Property & Casualty..., Actuarial Science, Insurance, General Insurance, Casualty, ReMetrica, @Risk, Microsoft Excel, VBA, SQL, Analysis, Catastrophe Modeling, Valuation
Education
Syracuse University 2001 — 2005
BSc, Economics, Math
Samuel L. Hutchins's John Hancock Financial Services Experience June 2014 - Present
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - Present
Boston Partners Financial Group, LLC February 2013 - June 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Customer Service, Research, Social Networking, Time Management, Market Research, Spanish, Financial Analysis, Outlook, Leadership, Event Planning, Sales
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Andover High School 2004 — 2008
John Hancock Financial Services June 2014 - Present
Boston Partners Financial Group, LLC February 2013 - June 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Customer Service, Research, Social Networking, Time Management, Market Research, Spanish, Financial Analysis, Outlook, Leadership, Event Planning, Sales
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Andover High School 2004 — 2008
Nilda Goncalves's John Hancock Financial Services Experience August 2014 - Present
Job Compensation Analyst at John Hancock/Manulife; MBA candidate
Industry Financial Services
Experience
John Hancock Financial Services August 2014 - Present
National Black MBA Association, Boston Chapter December 2012 - Present
John Hancock Financial Services June 2012 - August 2014
BNY Mellon July 2011 - June 2012
Mount Holyoke College September 2009 - May 2011
Education
Suffolk University - Sawyer Business School 2015 — 2018
Master of Business Administration (M.B.A.), MBA
Mount Holyoke College 2007 — 2011
Bachelors, Sociology, Economics
University of Bristol 2010 — 2010
Study Abroad, Public Policy
Fenway High School 2003 — 2007
John Hancock Financial Services August 2014 - Present
National Black MBA Association, Boston Chapter December 2012 - Present
John Hancock Financial Services June 2012 - August 2014
BNY Mellon July 2011 - June 2012
Mount Holyoke College September 2009 - May 2011
Education
Suffolk University - Sawyer Business School 2015 — 2018
Master of Business Administration (M.B.A.), MBA
Mount Holyoke College 2007 — 2011
Bachelors, Sociology, Economics
University of Bristol 2010 — 2010
Study Abroad, Public Policy
Fenway High School 2003 — 2007
Steve Grzywacz CLU's John Hancock Financial Services Experience May 1997 - February 2001
Job Agent at Texas Farm Bureau Insurance Companies
Industry Insurance
Experience
Texas Farm Bureau Insurance Companies February 2001 - Present
John Hancock Financial Services May 1997 - February 2001
Prudential Financial September 1992 - May 1997
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Customer Satisfaction, Selling, Account Management, New Business Development, Public Speaking, Call Centers, Risk Management, Property, Small Business
Education
The American College 2010 — 2012
Certified Life Underwriter, Insurance and financial planning, A
Texas Tech University 1981 — 1988
Bachelor of Arts (BA), Speech Communication/ Mass Communication
Texas Farm Bureau Insurance Companies February 2001 - Present
John Hancock Financial Services May 1997 - February 2001
Prudential Financial September 1992 - May 1997
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Commercial Lines, Customer Service, Sales, Team Building, Sales Management, Strategic Planning, Customer Satisfaction, Selling, Account Management, New Business Development, Public Speaking, Call Centers, Risk Management, Property, Small Business
Education
The American College 2010 — 2012
Certified Life Underwriter, Insurance and financial planning, A
Texas Tech University 1981 — 1988
Bachelor of Arts (BA), Speech Communication/ Mass Communication
Vada Ngo's John Hancock Financial Services Experience August 2015 - Present
Job Technical Lead at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services August 2014 - August 2015
John Hancock Financial Services November 2011 - August 2014
PlainsCapital Bank - Prime Lending 2011 - 2011
JPMorgan Chase - Private Equity Fund Services 2008 - 2010
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Microsoft SQL Server, SQL Server Management..., Databases, Software Development, Visio, SOA, IT Strategy, Vendor Management, PMP, Business Intelligence, SQL, User Acceptance Testing, Software Project..., Business Requirements, Disaster Recovery, Agile Methodologies
Education
The University of Texas at Austin 1998 — 2003
BA, Computer Sciences
The University of Texas at Arlington 2006 — 2010
MS, Information Systems
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services August 2014 - August 2015
John Hancock Financial Services November 2011 - August 2014
PlainsCapital Bank - Prime Lending 2011 - 2011
JPMorgan Chase - Private Equity Fund Services 2008 - 2010
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Microsoft SQL Server, SQL Server Management..., Databases, Software Development, Visio, SOA, IT Strategy, Vendor Management, PMP, Business Intelligence, SQL, User Acceptance Testing, Software Project..., Business Requirements, Disaster Recovery, Agile Methodologies
Education
The University of Texas at Austin 1998 — 2003
BA, Computer Sciences
The University of Texas at Arlington 2006 — 2010
MS, Information Systems
Brian Beebe's John Hancock Financial Services Experience May 1994 - December 1998
Job Financial Specialist at PNC
Industry Banking
Experience
PNC October 2013 - Present
LFSC September 2004 - September 2013
Edward Jones January 1999 - July 2004
John Hancock Financial Services May 1994 - December 1998
Education
The University of Akron 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.2
PNC October 2013 - Present
LFSC September 2004 - September 2013
Edward Jones January 1999 - July 2004
John Hancock Financial Services May 1994 - December 1998
Education
The University of Akron 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications, 3.2
Carmen Behmer's John Hancock Financial Services Experience September 2003 - December 2005
Job EntryLevel Actuary
Industry Financial Services
Experience
John Hancock Financial Services September 2003 - December 2005
US Bancorp Asset Management July 2001 - August 2003
DWS Investments October 2000 - June 2001
Thrivent Financial January 1995 - September 2000
Education
University of Nebraska-Lincoln
Bachelor's Degree, Mathematics
The Art Institute of California-San Diego
Associate's Degree, Graphic Design
John Hancock Financial Services September 2003 - December 2005
US Bancorp Asset Management July 2001 - August 2003
DWS Investments October 2000 - June 2001
Thrivent Financial January 1995 - September 2000
Education
University of Nebraska-Lincoln
Bachelor's Degree, Mathematics
The Art Institute of California-San Diego
Associate's Degree, Graphic Design
Jackson Poon's John Hancock Financial Services Experience August 2014 - Present
Job Actuarial Assistant at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services August 2014 - Present
Skills
Teamwork, Microsoft Office, Time Management, Data Analysis, Valuation, Actuarial Exams, Fixed Annuities, Pricing, Actuarial Science, Public Speaking, Social Media, Event Planning, Microsoft Excel, Team Leadership, PowerPoint, Customer Service
Education
The University of British Columbia 2009 — 2014
Bachelor of Science (B.Sc.), Mathematics
John Hancock Financial Services August 2014 - Present
Skills
Teamwork, Microsoft Office, Time Management, Data Analysis, Valuation, Actuarial Exams, Fixed Annuities, Pricing, Actuarial Science, Public Speaking, Social Media, Event Planning, Microsoft Excel, Team Leadership, PowerPoint, Customer Service
Education
The University of British Columbia 2009 — 2014
Bachelor of Science (B.Sc.), Mathematics
Rodney Gagne, CLU, ChFC, FLMI, HIA's John Hancock Financial Services Experience January 1983 - January 1988
Job President Solution Seekers Consulting Group
Industry Insurance
Experience
Solution Seekers Consulting Group, Inc January 2013 - Present
Tower Life Insurance Company January 1995 - December 2012
Tower Life Insurance Company January 1992 - January 1995
Tower Life Insurance Company January 1988 - January 1992
John Hancock Financial Services January 1983 - January 1988
Pasadena Independent School District January 1982 - January 1983
Skills
Insurance, Stakeholder Management, Team Leadership, Business Process..., Change Management, Customer Service, Business Analysis, Risk Management, Process Improvement, Governance, Requirements Analysis, New Business Development, SDLC, Claim, Management, Leadership, Business Strategy, Brokers, Healthcare, Health Insurance, Vendor Management, Integration, Project Management, Business Intelligence, Medicare, Program Management, Healthcare Industry, Managed Care, Executive Management, Medicaid, Health Policy
Education
Texas A&M University 1977 — 1981
Bachelor's degree, Biomedical Sciences
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Chartered Life Underwriter, Insurance
Wisdom High School
Solution Seekers Consulting Group, Inc January 2013 - Present
Tower Life Insurance Company January 1995 - December 2012
Tower Life Insurance Company January 1992 - January 1995
Tower Life Insurance Company January 1988 - January 1992
John Hancock Financial Services January 1983 - January 1988
Pasadena Independent School District January 1982 - January 1983
Skills
Insurance, Stakeholder Management, Team Leadership, Business Process..., Change Management, Customer Service, Business Analysis, Risk Management, Process Improvement, Governance, Requirements Analysis, New Business Development, SDLC, Claim, Management, Leadership, Business Strategy, Brokers, Healthcare, Health Insurance, Vendor Management, Integration, Project Management, Business Intelligence, Medicare, Program Management, Healthcare Industry, Managed Care, Executive Management, Medicaid, Health Policy
Education
Texas A&M University 1977 — 1981
Bachelor's degree, Biomedical Sciences
The American College
Chartered Financial Consultant, Financial Planning and Services
The American College
Chartered Life Underwriter, Insurance
Wisdom High School
Philip Connor's John Hancock Financial Services Experience November 2002 - May 2005
Job Investment Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2005 - Present
John Hancock Financial Services November 2002 - May 2005
PFPC July 2000 - September 2002
State Street July 1990 - July 2000
Education
Suffolk University 1992 — 1994
Master of Science (MS), Finance, General
University of New Hampshire 1987 — 1990
Bachelor of Arts (BA), Economics
MassMutual Financial Group May 2005 - Present
John Hancock Financial Services November 2002 - May 2005
PFPC July 2000 - September 2002
State Street July 1990 - July 2000
Education
Suffolk University 1992 — 1994
Master of Science (MS), Finance, General
University of New Hampshire 1987 — 1990
Bachelor of Arts (BA), Economics
Carol Dunbar's John Hancock Financial Services Experience May 1977 - February 1993
Job Office manager at Barringer Chiropractic
Industry Medical Practice
Experience
Barringer Chiropractic February 2006 - Present
Castleberry ISD September 1993 - February 2006
John Hancock Financial Services May 1977 - February 1993
Skills
Microsoft Office, Medical Billing, Customer Service, Microsoft Word, Microsoft Excel, Healthcare, Data Entry, Medical Terminology, PowerPoint, Outlook, Accounts Receivable, Administrative..., Invoicing, Accounts Payable, Healthcare Management, Research, Medical Coding, Public Speaking, QuickBooks, Telephone Skills, Spreadsheets, Administrative...
Education
Tarleton State University 2010 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Tarrant County College 2007 — 2010
Associate of Arts (A.A.), General Studies
Barringer Chiropractic February 2006 - Present
Castleberry ISD September 1993 - February 2006
John Hancock Financial Services May 1977 - February 1993
Skills
Microsoft Office, Medical Billing, Customer Service, Microsoft Word, Microsoft Excel, Healthcare, Data Entry, Medical Terminology, PowerPoint, Outlook, Accounts Receivable, Administrative..., Invoicing, Accounts Payable, Healthcare Management, Research, Medical Coding, Public Speaking, QuickBooks, Telephone Skills, Spreadsheets, Administrative...
Education
Tarleton State University 2010 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Tarrant County College 2007 — 2010
Associate of Arts (A.A.), General Studies
Marylou Fierro's John Hancock Financial Services Experience 1984 - 2013
Job
Industry
Experience
Lynch & Fierro LLP April 2013 - Present
John Hancock Financial Services 1984 - 2013
Education
Suffolk University Law School 1976 — 1979
Doctor of Law (JD)
Lynch & Fierro LLP April 2013 - Present
John Hancock Financial Services 1984 - 2013
Education
Suffolk University Law School 1976 — 1979
Doctor of Law (JD)
Andrew Ouellette's John Hancock Financial Services Experience December 2014 - May 2015
Job Marketing Coordinator at Target Direct Marketing, LLC
Industry
Experience
Target Direct Marketing, LLC June 2015 - Present
John Hancock Financial Services December 2014 - May 2015
Tufts University June 2014 - February 2015
The Fratelli Group January 2014 - May 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Government, Leadership, Event Planning, Teamwork
Education
The Catholic University of America 2010 — 2014
Target Direct Marketing, LLC June 2015 - Present
John Hancock Financial Services December 2014 - May 2015
Tufts University June 2014 - February 2015
The Fratelli Group January 2014 - May 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Government, Leadership, Event Planning, Teamwork
Education
The Catholic University of America 2010 — 2014
Frank Giordano's John Hancock Financial Services Experience November 1969 - December 1990
Job Financial Planner
Industry Financial Services
Experience
Self-employed January 2001 - Present
MetLife January 1991 - December 2000
John Hancock Financial Services November 1969 - December 1990
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies
Education
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Self-employed January 2001 - Present
MetLife January 1991 - December 2000
John Hancock Financial Services November 1969 - December 1990
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Financial Advisory, Investment Strategies
Education
The American College
Chartered Life Underwriter and Chartered Financial Consultant
Al Adamson's John Hancock Financial Services Experience July 1993 - May 1996
Job Agent/Owner at Main Street Advisors Insurance
Industry Insurance
Experience
Main Street Advisors Insurance July 1993 - Present
Peachtree Planning Corporation August 1999 - September 2001
John Hancock Financial Services July 1993 - May 1996
Skills
Life Insurance, Health Insurance, Retirement Planning, Employee Benefits, Voluntary Employee..., Key Employee Insurance, IRAs, 401k, 401k Rollovers, 403b, Long Term Care Insurance, Annuities, Disability Insurance, Medicare Supplements, Cancer Insurance, Critical Illness..., Accident/Sickness plans, Term Life Insurance, Permanent Life Insurance, Buy Sell Plan Funding, Fixed Annuities
Education
The University of Georgia 1988 — 1993
Bachelor of Science (BS), Economics
The University of Georgia 1988 — 1993
Bachelor's Degree, Public Relations
Main Street Advisors Insurance July 1993 - Present
Peachtree Planning Corporation August 1999 - September 2001
John Hancock Financial Services July 1993 - May 1996
Skills
Life Insurance, Health Insurance, Retirement Planning, Employee Benefits, Voluntary Employee..., Key Employee Insurance, IRAs, 401k, 401k Rollovers, 403b, Long Term Care Insurance, Annuities, Disability Insurance, Medicare Supplements, Cancer Insurance, Critical Illness..., Accident/Sickness plans, Term Life Insurance, Permanent Life Insurance, Buy Sell Plan Funding, Fixed Annuities
Education
The University of Georgia 1988 — 1993
Bachelor of Science (BS), Economics
The University of Georgia 1988 — 1993
Bachelor's Degree, Public Relations
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.