John Hancock Financial Services
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
John Hancock Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John Hancock Financial Services Employees
Seaside Soles, LLC August 2014 - Present
Financial Services August 2013 - August 2014
Brandes Investment Partners January 2012 - August 2013
Brandes Investment Partners July 1999 - January 2012
Brandes Investment Partners February 1997 - June 1999
Transamerica Financial Resources May 1994 - February 1997
John Hancock Financial Services July 1993 - May 1994
Skills
Investment Management, Fixed Income, Performance Attribution, Asset Managment, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Public Pensions, ERISA, Investment Strategies, Business Development, Emerging Markets, Series 6, Series 63, Defined Contribution, Collective Funds, Asset Management, Securities, Investments, Alternative Investments, ETFs, Relationship Management, DCIO, Equities
Education
UC Santa Barbara 1989 — 1993
Bachlor of Arts, Psychology
John Hancock Financial Services August 2015 - Present
Trinity College - Hartford February 2014 - April 2015
Dunkin' Brands May 2013 - August 2014
Trinity College - Hartford October 2013 - January 2014
Skills
Data Analysis, Leadership, Time Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Fundraising, Microsoft Excel, Research, Warm Calling, Alumni Relations, Project Management, Donor Engagement, Donor Solicitation
Education
Trinity College-Hartford 2011 — 2015
Bachelor's Degree, Political Science
Proctor Academy 2007 — 2011
High School Education
InteHealth July 2014 - September 2014
StudySoup June 2013 - February 2014
AccountAbility Outsourcing June 2011 - August 2011
John Hancock Financial Services June 2009 - August 2009
Skills
Social Media, Leadership, Social Networking, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Solidworks, Matlab, Marketing, Time Management
Education
University of California, Santa Barbara 2010 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Realty Capital Securities, LLC February 2015 - Present
John Hancock Financial Services 2005 - 2010
John Hancock Financial Services January 2007 - April 2009
John Hancock Financial Services October 2005 - January 2007
U.S. Bank 2004 - 2005
U.S. Bank May 2004 - August 2004
DiMeo Schneider & Associates 2003 - 2003
Scudder Investments 2000 - 2003
Scudder Investments October 2000 - August 2001
Scudder Investments March 2000 - October 2000
Skills
Operations Management, Global Leadership, Business Development, Financial Services, Wealth Management, Variable Annuities, Fixed Annuities, Mutual Funds, Relationship Management, Business Process..., Process Improvement, Call Centers, Risk Management, Public Speaking, Management, Strategy, Sales Operations, Account Management, New Business Development, Series 7, Series 63
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Communication Studies
The Hanover Insurance Group June 1986 - Present
Connecticut General / Aetna 1980 - 1986
John Hancock Financial Services 1978 - 1980
Skills
Property, General Insurance, Insurance, Underwriting, Commercial Insurance, Reinsurance, Financial Analysis, Property & Casualty...
Education
The University of Connecticut
Bachelor of Science (BS), Business Family and Consumer Sciences/Human Sciences
EY March 2015 - Present
Cognizant Technology Solutions April 2012 - Present
EY May 2014 - July 2015
American Express January 2013 - May 2014
John Hancock Financial Services January 2009 - January 2013
Cognizant Technology Solutions July 2008 - April 2012
Realogy Holdings Corp. January 2007 - January 2009
Cognizant Technology Solutions October 2006 - May 2008
PHH Corporation October 2006 - December 2006
SARANGSoft India May 2005 - October 2006
Skills
Agile Methodologies, Requirements Gathering, Web Services, .NET, Software Development, Microsoft SQL Server, Solution Architecture, Business Analysis, Enterprise Architecture, Agile Project Management, XML, Scrum, C++, SQL, Oracle, Project Management, Cloud Computing, Project Planning, Voice Biometrics, Fraud Detection, Data Structures, Algorithm Design, Algorithm Optimization, Interviewing Skills, Enterprise Risk..., Windows Azure, Project Estimation, Project Coordination, Visio, MS Project, System Architecture, IT Strategy, ASP.NET MVC, Win32 API, Visual C++, SSIS, SSRS, ClearCase, VSS, Visual SVN, DirectX, Palm OS, Visual Basic, Visual C#, F#, InstallShield, MFC, R
Education
University of Calcutta 2002 — 2004
Master of Science (M.Sc.), Computer and Information Science, 1st Class
University of Calcutta 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science, 1st Class
Scottish Church Collegiate School 1997 — 1999
H.S. (Class-XII)
Julien Day School
I.C.S.E. (Class-X)
For My Children March 2013 - Present
John Hancock Financial Services January 2001 - January 2013
Merrill Lynch January 1992 - December 2000
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Relationship Management, Asset Allocation, Risk Management, Alternative Investments, Asset Management, Retirement, Equities, Strategic Financial...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
University of California, Berkeley
Master's degree, Psychiatric Social Work
Modern Living Realty 2013 - Present
John Hancock Financial Services 2002 - Present
Transamerica 1998 - Present
New York Life Insurance Company 1985 - 1995
Education
St. Louis University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Louisville
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
University of Louisville
Master of Education (M.Ed.), Elementary Education
John Hancock Financial Services July 2015 - Present
DTZ April 2013 - Present
Cassidy Turley August 2010 - April 2013
Skills
Disposition, Real Estate Economics, Leases, Brokerage, Corporate Real Estate, Location Intelligence, Tenant Representation, Tenant, Landlords, Real Estate Transactions, Commercial Real Estate, Real Estate, Real Estate Development, Lease Negotiations, Valuation, Due Diligence, Investment Properties, Asset Management, Investments, Real Estate Financing, Argus Modeling, Property, Dispositions
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Real Estate
Landon School 2002 — 2006
High School
Ameriprise Financial Services, Inc. April 2013 - August 2013
Advanced Massage October 2004 - March 2007
NYL Retirement Plan Services April 1998 - January 2004
John Hancock Financial Services March 1995 - April 1998
Bear, Stearns & Co. September 1993 - February 1995
Shearson Lehman Brothers August 1990 - June 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, PowerPoint, Outlook, Office Administration, Recruiting
Education
The University of Connecticut 1986 — 1990
Bachelor's of Science, Human Development and Family Studies
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services May 2014 - August 2014
The Hartford May 2013 - August 2013
Skills
Actuarial Science, Financial Risk, Life Insurance, Microsoft Excel, Insurance
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Actuarial Science
Signature America Financial Services, Inc July 2002 - Present
John Hancock Financial Services May 1980 - July 2002
Education
University of California, Los Angeles 1972 — 1973
PhD (Not fully completed), Nuclear Fusion
University of Delhi, India 1967 — 1969
Master of Science (MSc), Nuclear Physics
John Hancock Financial Services November 2010 - 2013
Sun Life Financial November 2005 - August 2010
Caritas St. Elizabeth's Medical Center August 1999 - December 2008
Tufts University School of Medicine 2004 - 2006
Caritas St. Elizabeth's Medical Center 1999 - 2005
Caritas St. Elizabeth's Medical Center 1999 - 2005
Tufts University School of Medicine 1999 - 2005
Education
Tufts University School of Medicine 1999 — 2003
M.S., Health Communications
Tufts University School of Medicine 1991 — 1995
M.D., Medicine
Tufts University 1987 — 1991
B.S., Biology
Teads.tv January 2015 - Present
John Hancock Financial Services March 2008 - December 2014
John Hancock Financial Services July 2007 - November 2009
Direct Global Media (DGMC), LLC Advertising Agency 2004 - 2007
Skills
Financial Services, Mutual Funds, Financial Planning, Investments, Securities, Risk Management, Process Improvement, Wealth Management, Portfolio Management, Finance, Financial Accounting, Budgeting, Forecasting, Regulatory Compliance, Compliance Management
Education
Universidad 'Santa María'
BS, Business Administration, Accounting
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
ISCS July 2014 - Present
Deloitte March 2011 - February 2014
Healthcare Realty Trust November 2009 - March 2011
FM Global January 2009 - May 2009
Commerce Insurance August 2008 - December 2008
John Hancock Financial Services January 2007 - August 2008
Bank of America October 2006 - December 2006
TIAA-CREF (SunGard) January 2005 - October 2006
Protective Life November 1998 - December 2004
Independent Consulting November 1998 - January 2001
Skills
SharePoint..., Business Systems Analyst, User Interface Design, Branding & Style, Form Design &..., Data Warehousing, Programming &..., Database Administration, Production Support, Quality Asssurance, Project Management, User Training, Independent Consulting, Workflow & Business..., Data Modeling, Reporting Tools, Imaging & OCR, Analytics & Metrics, Agile Methodology, CMMi, IBM Rational, Mainframe, UNIX, Professional Services, Healthcare Industry, Financial Services, SharePoint, Unix, Databases, Business Analysis, SDLC, Agile Methodologies, Troubleshooting, Visio
Education
University of Alabama 1992 — 1996
Bachelors of Science, Major: Finance, Minor: Computer Science
LeBlanc Financial Alliance November 2004 - Present
John Hancock Financial Services April 2002 - October 2004
Jefferson Pilot Financial January 1987 - March 2002
Skills
Portfolio Management, Strategic Planning, Financial Planning, Mutual Funds, Finance, Asset Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Financial Analysis, Equities, Due Diligence, Mergers & Acquisitions, Valuation, Asset Allocation, Financial Services, Corporate Finance, Fixed Income, Series 7, Wealth Management, Risk Management, Capital Markets, Insurance, Investment Advisory, Equity Research, Financial Advisory, Investment Management, Business Analysis, Series 63, Economics, Retirement Planning, Business Valuation, Restructuring, Philanthropy
Education
University of Louisiana at Lafayette 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Delcambre High School 1979 — 1982
John Hancock Financial Services January 2015 - Present
John Hancock Financial Services July 2014 - January 2015
Professional Staffing Group October 2013 - July 2014
Alexandria County Market IGA March 2011 - June 2013
DIRECTV June 2010 - September 2010
Skills
Data Entry, Customer Service, Sales, Technical Support, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2006 — 2010
Bachelor's Degree, English
Campbell County High School 2002 — 2006
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
MetLife May 2014 - Present
MetLife July 2013 - May 2014
MetLife March 2013 - July 2013
AIF Consulting August 2011 - March 2013
John Hancock Financial Services June 2010 - August 2011
MetLife April 2008 - June 2010
MetLife April 2006 - April 2008
ME Productions December 2004 - April 2006
Marriott Hotel December 2003 - December 2004
Skills
Marketing Strategy, Brand Awareness, Marketing Management, New Business Development, Training, Public Speaking, Email Marketing, SEO, Google Adwords, Social Media Marketing, Website Development, Meeting Planning, Event Management, Property & Casualty..., Life Insurance, Sales, Customer Service, Microsoft Office, Marketing, Strategy, Market Research, Marketing Communications, Brand Development, Competitive Analysis, Business Development, Public Relations
Education
University of Central Florida 1999 — 2003
BS, Hospitality Management
University of Central Florida – Rosen College of Hospitality Management
UNI Strategic April 2015 - Present
Independent Customer Experience Consultant January 2013 - Present
Soho Asian Bar & Grill April 2015 - August 2015
vLex.com February 2010 - December 2012
NTRglobal (acquired by ASG Software Solutions) February 2007 - January 2010
ANGrup February 2006 - January 2007
Tierra Lejana January 2003 - January 2006
John Hancock Financial Services February 1999 - February 2002
Comerica Bank January 1998 - January 1999
Skills
CRM, Customer Retention, Program Management, Building Customer..., Process Improvement, Salesforce.com, Customer Satisfaction..., Customer Oriented, Teamwork, Customer Focus, Account Management, Customer Experience..., Customer Loyalty..., Netpromoter; NPS, VOC programs, Management, Strategy, Leadership, Strategic Planning, Consulting, Change Management, New Business Development
Education
Universitat Ramon Llull 2009 — 2010
Master Degree in IT Management, (MGTI)
College for Financial Plannning 1999 — 1999
CFP, Certified Financial Planner
Walsh College 1993 — 1998
Bachelor in Business Administration, Finance
Baystate Financial March 2015 - Present
Merrill Lynch 2011 - 2015
John Hancock Financial Services 2006 - 2008
Fidelity Investments 2003 - 2006
Gruntal & Co. 1995 - 2000
Education
University of Massachusetts, Amherst 1985 — 1987
Bachelor's Degree, Economics/Finance
Union College 1982 — 1985
Engineering/Economics
John Hancock Financial Services December 2014 - Present
Voya Financial November 2011 - November 2014
Voya Financial February 2010 - November 2011
Voya Financial February 2008 - February 2010
Vanguard July 2006 - February 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Qualified Retirement..., Retirement, 401k, Series 6, Mutual Funds, Financial Services, Life Insurance, IRAs
Education
UCLA 2001 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
Middlesex Savings Bank February 2014 - Present
The Robbs Photography 1999 - Present
Trader Joe's April 2011 - February 2014
John Hancock Financial Services January 1985 - March 1995
Skills
Graphic Design, Social Media, Computer Graphics, Visual Communication, Microsoft Office, Customer Service, Graphics
Education
The University of Connecticut 1980 — 1983
BFA, Graphic Design
GE Oil & Gas October 2014 - Present
John Hancock Financial Services August 2013 - October 2014
United States Naval Academy February 2010 - July 2013
VAW-124 January 2007 - January 2010
VAW-120 November 2005 - January 2007
US Navy May 2003 - November 2005
Skills
Budgets, Financial Analysis, Leadership, Management, Analysis, Strategic Planning, Project Management, Lean Six Sigma, Strategic Initiatives
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration (MBA)
United States Naval Academy 1999 — 2003
B.S., Economics
Towers Watson June 2015 - Present
Esurance October 2014 - June 2015
John Hancock Financial Services November 2013 - August 2014
John Hancock Financial Services May 2011 - November 2013
Skills
Actuarial Science, Reserve Analysis, Financial Modeling, Access, Insurance, Variable Annuities, Actuarial Exams, Microsoft Excel, Process Improvement, Financial Analysis, Financial Reporting, Lotus Notes, Outlook, Banking, Reserves, Actuaries, Valuation, Data Analysis, Microsoft Office, Analysis, Risk Management
Education
The University of Connecticut 2006 — 2010
B.A., Actuarial Science
Ameriprise Financial Services, Inc. December 2013 - Present
Wealth & Income Management Group, LLC July 2012 - January 2014
Steadfast Capital Markets Group March 2009 - March 2012
CORE Realty Holdings, LLC March 2006 - January 2009
Grubb & Ellis F.K.A. Triple Net Properties July 2004 - April 2006
ATEL Capital Group May 2000 - July 2004
John Hancock Financial Services July 1996 - June 2000
Skills
Business Development, Management, Due Diligence, Sales Management, Asset Managment, Marketing, Real Estate, Asset Management, Series 7, Investments, Sales, Mutual Funds, Training, Alternative Investments, Investment Properties, Securities, Leases, Leadership, Real Estate Economics, Wealth Management, Investor Relations, Financial Analysis, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Series 63, Private Equity, Private Placements, Financial Advisory, Venture Capital, Disposition, Start-ups
Education
The College for Financial Planning 2014 — 2015
Accredited Portfolio Management Advisor
UCSB 1992 — 1996
BA, English & History
John Hancock Financial Services 2013 - Present
Prudential Financial November 2010 - June 2013
TLCommunications July 2010 - August 2010
Pfizer June 2008 - August 2008
Skills
Series 7, Series 63, Mutual Funds, Spanish-speaking, Italian languages, Variable Annuities, Finance
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), International Relations
University of Buenos Aires
Hawkins Point Partners January 2014 - May 2014
John Hancock Financial Services October 2013 - January 2014
Kissell Research Group July 2013 - October 2013
Yippee Lacrosse 2011 - 2013
Charles River Brokerage August 2006 - December 2012
Lava Trading / Citigroup April 2005 - August 2006
NASDAQ OMX March 2003 - February 2005
Reuters April 2001 - March 2003
Instinet Incorporated August 1999 - April 2001
DE Shaw 1996 - 1999
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Trading, Trading, Derivatives, Fixed Income, Financial Markets, Options, Series 7, Hedge Funds, Capital Markets, Low Latency, FX Options, Series 24, Series 63, Buy-side, Sell Side, Compliance, Alternative Trading..., Dark Pools, Operations Management, Product Development, Product Management, Sales Management, Start-ups, Consultants, Order Management, Prime Brokerage, Financial Services, FINRA, Back Office, Settlement, Management, Salesforce.com, Agile Methodologies, Trading Strategies, Relationship Management, Vendor Management, SaaS, PaaS, Strategy, Executive Management, Financial Risk, Securities, Portfolio Management, Finance, Professional Services, Requirements Analysis
Education
University of Connecticut 1987 — 1991
BA, Psychology
Brien McMahon High School 1984 — 1987
Confidential January 2015 - Present
Fabricastl September 2012 - December 2014
IHS October 2009 - October 2012
IHS April 2008 - October 2009
CVS Caremark Corporation 2007 - 2008
SynXis 2006 - 2007
John Hancock Financial Services 2005 - 2006
John Hancock Life Insurance Company (U.S.A.) 2000 - 2005
Staples 1998 - 2001
Skills
IT Strategy, Integration, Architecture, IT Management, Consulting, IT Solutions, Risk Management, Services Delivery, Big Data, Information Solutions, IT Sales, Sales&Marketing, Business Development, Technology Solution..., Technology Solution..., Infrastructure, Relational Databases, Distributed Architecture, Outsourcing, Spatial Databases, Databases, Database Design, Start-ups, Oracle, Enterprise Software, Business Intelligence, Data Management, Microsoft SQL Server
Education
Tufts University 1995 — 1999
Bachelor of Science (B.S.), Economics
Alpha Wealth Management and Planning July 2012 - Present
North Coast Association of Health Underwriters January 2007 - Present
Ameriprise Financial, Inc. February 2012 - July 2012
John Hancock Financial Services March 2007 - February 2012
Tupperware March 1995 - December 2002
Honolulu Fire Department March 1987 - June 1995
Skills
Investments, Long Term Care Insurance, Series 63, Term Life Insurance, Wealth Management, Series 6, Financial Planners, Pensions, Retirement Plan..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Uniform Combined State..., Investment Advisory
Education
University of Hawaii at Manoa 1978 — 1980
Business
John Hancock Financial Services March 2014 - Present
Junior League of Boston October 2010 - Present
BeFrugal.com September 2011 - March 2014
GalTime 2011 - 2013
Corporate Ink October 2010 - July 2011
Elmwood Village Association August 2009 - October 2010
Niagara Blower Company/Kathabar Dehumidification Systems, Inc. April 2007 - October 2010
Ignite Event Marketing March 2007 - October 2010
March of Dimes June 2006 - October 2010
BzzAgent March 2005 - September 2010
Skills
Social Media Marketing, Market Planning, Social Media, Public Relations, Technology Needs..., Blogging, Press Releases, Email Marketing, Marketing Communications, Facebook, Online Marketing, Media Relations, Copy Editing, Event Planning, SEO, Budgets, Marketing, Strategy, Direct Marketing, Event Management, Copywriting
Education
State University of New York at Buffalo 2002 — 2006
Bachelor of Science (BS), Communication
John Hancock Financial Services March 2011 - Present
Manulife Financial March 2009 - March 2011
Manulife Financial November 2000 - March 2009
Sigma Systems September 1998 - November 2000
NovaLIS Technologies January 1995 - September 1998
SNC-Lavalin December 1993 - November 1994
CompuCons Software Company January 1992 - September 1993
Polytechnic University of Bucharest September 1990 - January 1992
AlGet Software Company January 1991 - December 1991
Research and Design Center on Automation September 1986 - December 1991
Skills
Project Management, Investments, SDLC, Project Portfolio..., Software Development, IT Strategy, Requirements Analysis, Requirements Gathering, Data Warehousing, PMO, Derivatives, Software Project..., ETL, SQL, Business Requirements, Integration, Business Analysis, Microsoft SQL Server, Program Management, Enterprise Architecture, Data Modeling, Business Intelligence
Education
Universitatea „Politehnica” din București
MS, Automation and Computers
Project Management Institute
PMP, Project Management
The Canadian Securities Institute
CSC with Honors, Investment Products, The Markets, and Securities
Colliers-International January 2015 - Present
Berkeley Point Capital LLC (Deutsche Bank, prior) September 2012 - January 2015
John Hancock Financial Services 2000 - 2012
MetLife 2004 - 2005
Education
Trinity College-Hartford
Psychology, BA
Rensselaer Polytechnic Institute
MBA
The American College
ChFC, CLU
Publix Super Markets February 2013 - Present
Publix Super Markets January 2010 - February 2013
Publix Super Markets February 1997 - January 2010
John Hancock Financial Services 2007 - 2007
Sutton and Cohen LLC. August 2005 - December 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Negotiation, Contract Negotiation, Purchasing, Team-oriented, Inventory Control, Internet, Research, Social Media, Networking, Land Acquisition, Multi Tasking, Computer Proficiency, Training, Life Insurance, Web Design, Macromedia
Education
University of Central Florida 2003 — 2005
Bachelor's of Science, Business Finance
Valencia Community College 2000 — 2002
Associate of Arts (A.A.), Business/Commerce, General
John Hancock Financial Services August 2015 - Present
Money Matters with Ken Moraif May 2014 - August 2014
The Mitchell Company May 2013 - May 2014
City of Lewisville May 2010 - September 2012
Denton Country Club April 2010 - September 2010
Skills
Financial Accounting, Microsoft Excel, Bookkeeping, QuickBooks, Microsoft Office, General Ledger, Account Reconciliation, Time Management, Customer Service, Finance, Research, Management, Event Planning
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance
Argyle High School 2007 — 2011
SAS Institute (Canada) Inc. April 2014 - Present
DST Systems July 2013 - April 2014
Manulife Financial September 2009 - April 2013
John Hancock Financial Services November 2007 - September 2009
TSX Group March 2005 - October 2007
TSX Group January 2002 - February 2005
INTRIA Items Inc. January 2001 - January 2002
Allianz August 1999 - January 2001
Thomson Reuters February 1998 - July 1999
Thomson Carswell February 1997 - February 1998
Skills
Management, PMO, Vendor Management, SDLC, Project Portfolio..., Leadership, Program Management, Business Analysis, Information Technology, Project Management, Team Leadership, Consulting, IT Strategy, Business Process..., Strategic Planning, Financial Services, Risk Management, CRM, Change Management, Business Process, Governance, Outsourcing, PMP, Portfolio Management, Business Process..., Requirements Gathering, Project Delivery, Strategy, Business Requirements, IT Management, Budgets, Requirements Analysis, Process Improvement, Business Intelligence, IT Service Management, Resource Management, Software Project..., Integration, Business Transformation, Management Consulting
Education
University of Guelph 1990 — 1994
BA, Combined Honors - Management and Economics
Manulife Asset Management April 2014 - Present
John Hancock Financial Services March 2013 - April 2014
Barclays Capital January 2007 - June 2012
KPMG UK September 2005 - December 2006
Department for International Development June 2003 - August 2003
Centre for MicroFinance April 2001 - June 2001
London Stock Exchange August 2000 - January 2001
Skills
Capital Markets, Interest Rate..., Fixed Income, Market Risk, Investment Banking, Risk Management, Structured Products, Financial Modeling, Management Consulting, Bloomberg, Financial Markets, FX Options, Sales, Marketing, Hedging, Rates, Options, Manage Client..., Salesforce.com
Education
University College London, U. of London 2001 — 2005
Bachelor of Science (B.Sc.), Economics
VS Capital, LLC June 2012 - Present
John Hancock Financial Services March 2008 - April 2012
Wachovia Bank,Capital Markets Group May 2004 - November 2007
Bank of America, Industry Research November 1992 - May 2004
Salomon Brothers, Global Equity Research March 1988 - November 1992
Skills
Private Placements, Investments, Corporate Finance, Loans, Loan Origination, Buy-side, Credit Analysis, Bloomberg, Capital Markets, Fixed Income Analysis, Bonds, Equity Research, Portfolio Management, Fixed Income Research, Management, Sales, Start-ups, Staff Development
Education
University of California, Berkeley
BA, English
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
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
Home January 2012 - Present
John Hancock Financial Services May 1997 - July 2008
Skills
Series 7, Customer Service, Risk Management, Management, Process Improvement, Leadership, Team-oriented, Broadcast Journalism, Sales&Marketing, Account Management, Business Strategy, CRM, Strategic Planning, Team Building, Securities, Online Marketing, IT Management, Mutual Funds, New Business Development, Sales, Budgets, Social Media Marketing, Social Networking, Marketing Strategy, Marketing Communications, Management Consulting, Financial Services, Fixed Annuities, Insurance, Business Intelligence, SDLC, Analysis, Team Leadership, Strategy, PMO, Program Management, Business Analysis, PMP, IT Strategy, Integration, Access, Project Management, Disaster Recovery, Data Analysis, Outsourcing, Change Management
Education
University of Florida
Prudential Financial July 2015 - Present
Prudential Financial June 2014 - August 2014
John Hancock Financial Services June 2013 - August 2013
JCC on the Palisades August 2012 - August 2012
Steve Madden June 2012 - August 2012
Moti Ganz Diamond Group June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Access Database, Microsoft Word, PowerPoint, Leadership, Social Networking, Communication, Social Media, Teamwork, Time Management, Administration
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor's Degree, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor's Degree, Operations Management
Tenafly High School 2007 — 2011
Advance Business Systems December 2012 - Present
Vocus January 2012 - December 2012
Electronic Systems, Inc. January 2011 - December 2011
Advance Business Systems 2003 - October 2010
Advance Business Systems January 1998 - 2003
Advance Business Systems January 1994 - 1998
John Hancock Financial Services January 1992 - January 1994
Skills
New Business Development, Contract Negotiation, Account Management, Sales Process, Sales Management, Salesforce.com, Sales Presentations, Qualifying Prospects, Cold Calling, Enterprise Software, Marketing, Team Building, Sales Operations, Customer Service, Key Account Management, Sales, Leadership, Management, Selling, Strategy, Social Media Marketing, Marketing Strategy, Recruiting, Social Networking, Strategic Planning, Customer Satisfaction, Professional Services, Lead Generation, B2B
Education
University of Baltimore 1989 — 1991
Bachelor of Arts
John Hancock Financial Services April 2014 - Present
Day Pitney LLP August 2010 - March 2014
Massachusetts Clean Energy Center March 2010 - August 2010
Federal District Court, District of Connecticut May 2008 - August 2008
Bank of New York Mellon October 2007 - May 2008
United States Attorney's Office, District of Connecticut May 2007 - August 2007
Pratt & Whitney May 2004 - August 2006
Skills
Corporate Law, Renewable Energy, Energy, Project Finance, Contract Negotiation, Corporate Governance, Energy Policy, Legal Assistance, Investments, Strategic Planning, Start-ups
Education
University of Notre Dame Law School 2006 — 2009
J.D., Law
University of Connecticut 2002 — 2006
B.S., Business Management
CSC March 2014 - Present
CSC February 1998 - November 2013
Guardian Life 2001 - February 2013
Unum February 2000 - August 2001
John Hancock Financial Services January 1999 - December 2000
TJX February 1998 - December 1998
CSC india December 1996 - January 1998
Skills
Application Architecture, Business Solutions..., BPMN, Data Warehousing, ETL, Data Architecture, Data Modeling, Data Integration, Information Architecture, Data Quality, Data Dictionary, Mainframe, Legacy Modernization, Project Management, SDLC, Software Development, DB2, Teradata, Oracle, Erwin, Informatica, SAP HANA, UML, Unix Shell Scripting, PL/SQL, COBOL, JCL
Education
MMMEC, India 1990 — 1993
Master of Computer Applications (MCA)
University of Calcutta
Bachelor of Science (BS) - Physics, Physics
John Hancock Financial Services August 2013 - Present
Deutsche Insurance Asset Management, Deutsche Bank 2001 - 2012
Dreyfus Investments 1999 - 2001
Salomon Brothers Asset Management, Inc. 1996 - 1999
Skills
Business Development, Alternative Investments, Portfolio Management, Investments, Hedge Funds, Asset Management, Insurance, Private Equity, Financial Modeling, Relationship Management, Valuation, Due Diligence, Fixed Income, Investment Management, Institutional..., Capital Markets
Education
Chartered Financial Analyst
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Finance and Management
University of Florida
Bachelor of Arts (B.A.), English Language and Literature, General
John Hancock Investments July 2011 - Present
John Hancock Financial Services June 2010 - July 2011
State Street November 2009 - June 2010
State Street March 2005 - March 2009
State Street September 2001 - March 2005
State Street March 1999 - September 2001
State Street April 1998 - March 1999
State Street March 1997 - April 1998
Skills
Staff Management, Performance Attribution, Performance Measurement, Factset, Excel, Attribution, Morningstar, Vizio, Securities, Equities, Management, Bloomberg, Fixed Income Analysis, Financial Markets, Fixed Income, Microsoft Excel, Investments, Leadership, Fund Accounting, Investment Strategies, Derivatives, Mutual Funds, Financial Services, Asset Allocation, Financial Analysis, Analytics, Financial Risk, Analysis
Education
The University of Connecticut 1988 — 1992
BA, Communications Sciences
REMAX of the Islands November 2001 - Present
RE/MAX of the Islands June 1999 - Present
John Hancock Financial Services April 1999 - June 2000
Skills
Investment Properties, Residential, Real Estate, Home, Rentals, Buying, REO, Waterfront, Short Sales, Foreclosures, Listings, Single Family Homes, Sellers, Condos, First Time Home Buyers, Investors, Luxury, Referrals, Realty, Buyer Representation, First Time Buyers, HUD, New Home Sales, FHA, Purchase, Land, Relocation, Relocations, Real Estate Investment, Residential Homes, Vacation Homes, Real Property, Real Estate Development, Leases, Townhomes, SFR, Move Up Buyers, New Homes, Income Properties, ABR, e-PRO, 1031 Exchanges, Relocation Buyers, Buyers, National Association of..., Council of Residential..., Acreage, Listing Homes, Seniors, Resellers
Education
University of Florida 1994 — 1998
BABA, Business Administration with a specialization in Advertising
Bishop Verot High School 1991 — 1994
Houghton Mifflin Harcourt April 2015 - Present
John Hancock Financial Services July 2014 - April 2015
Tekscan May 2012 - July 2014
Consulting 2000 - May 2012
Community Design Resource Center of Boston 2008 - 2011
Boston Museum of Science 2005 - 2007
City of San Diego Commission for Arts and Culture 2002 - 2003
ScanLogic Corporation/Cypress Semiconductor September 1999 - September 2002
GTE Internetworking December 1997 - December 1999
WebSecure 1997 - 1998
Skills
Salesforce.com, Business Analytics, Competitive Analysis, Web Analytics, Business Intelligence, CRM, Training, Marketo, Agile Methodologies, appexchange, DemandTools, HTML, CSS, Customer Service, Project Management, Email Marketing, Program Management, Adobe Creative Suite, Marketing Automation, Marketing Communications, Wordpress, Microsoft Office, Business Analysis, Marketing, Web Content Management, Lead Generation, Salesforce.com System..., CRM software, Eye For Detail, Writing Skills, Customer Relations, Client Services, Client Engagement, Troubleshooting, Usability, Mobile Applications, iPhone, Internet Services, Cloud Computing, CRM databases, Database Administration, Management, Analytics, Start-ups, Leadership, FTP, Workday, SharePoint
Education
University of Massachusetts at Lowell 2008 — 2011
BLA, English and Legal Studies
University of California, San Diego 2003 — 2003
Certificate, Web Publishing
Salesforce Certification Training 2013 — 2013
Salesforce Admin Essentials in Preparation for Certification
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - November 2010
John Hancock Life Insurance Company (U.S.A.) January 2003 - 2009
John Hancock February 1997 - December 2002
Skills
Financial Services, Privacy Law, AML, Insurance, Risk Management
Education
University College Dublin 1989 — 1993
Bachelor of Commerce (BComm), Accounting
JP Morgan Chase September 2010 - Present
Chase Paymentech April 2008 - October 2010
National City Bank November 2006 - April 2008
Chase Bank June 2003 - November 2006
John Hancock Financial Services June 2000 - June 2003
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Finance, Risk Management, Leadership, Financial Services, Management, Small Business, Investment Banking, Insurance, Credit Cards, Portfolio Management, Relationship Management, Loans, Financial Analysis, Credit Analysis, Financial Risk, Small Business Lending, Sales, Cash Management, Retail Banking
Education
University of Kentucky 1996 — 2000
Business Administration, Finance
University of Kentucky 1996 — 2000
Bachelor, Business Administration; Finance
Mary Institute and St. Louis Country Day School 1992 — 1996
National City Training
Advanced Commercial Credit Analysis and Cash Management training
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Jackson National Life January 2001 - Present
Jackson 1999 - Present
Jackson National June 1999 - January 2001
John Hancock Financial Services August 1993 - September 1995
Skills
Fixed Annuities, Sales, Management, Wholesale, Financial Services, Program Management, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Investments, National Accounts, Wealth Management, Insurance, Variable Annuities, Securities, Alternative Investments, Series 24, Separately Managed..., 401k
Education
University of Alabama 1981 — 1985
BA In Communications, communications, political science
Blytheville School District September 2015 - Present
Blytheville School District August 2013 - September 2015
SubTeach USA August 2010 - August 2013
Edward Jones June 2005 - November 2007
John Hancock Financial Services April 1999 - August 2003
Beverly National Bank February 1996 - April 1999
Skills
Management, Finance, Marketing, Customer Service, Time Management, Branch Banking, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Event Planning, Staff Development, Teaching
Education
University of Connecticut 1988 — 1992
BA, Economics, Political Science, Portuguese
Ricoh Americas Corporation February 2015 - Present
Little Rock Police Department August 2014 - September 2014
Arkansas Teacher Retirement System June 2014 - August 2014
Arkansas Public Employees Retirement System 2011 - 2014
Allstate Financial Services, LLC 2008 - 2011
John Hancock Financial Services 2006 - 2008
Ameriprise Financial Services, Inc. 2001 - 2006
Skills
Customer Service, Microsoft Excel, Research, Management, Microsoft Word, Microsoft Office, Investments
Education
University of Arkansas
Drama and Dramatics/Theatre Arts, General / Business Finance
John Hancock Financial Services November 2014 - Present
Actuaries Club of Boston May 2014 - Present
John Hancock Financial Services September 2012 - November 2014
John Hancock Financial Services May 2012 - August 2012
Duval County Public Schools October 2010 - June 2011
Education
University of Connecticut 2011 — 2013
Master of Science (MS), Mathematics
University of Florida 2007 — 2010
Bachelor of Science (BS), Mathematics
Paxon School for Advanced Studies 2003 — 2007
High School, Mathematics
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services April 2013 - March 2014
US Army January 2012 - March 2013
US Army February 2010 - December 2011
US Army March 2009 - January 2010
Skills
Military Operations, Military Training, Security Clearance, Military Experience, Operational Planning, Military, Command, National Security, Leadership, DoD, Army, Team Leadership, Project Planning
Education
United States Military Academy at West Point 2004 — 2008
Bachelor of Science (BS), Systems Engineering
John Hancock Financial Services January 2013 - Present
Voya Financial December 2011 - December 2012
eBenefits Group Northeast October 2009 - November 2011
Education
University of Connecticut
Bachelor of Arts (B.A.)
Modernizing Medicine June 2015 - Present
Modernizing Medicine August 2014 - June 2015
Forrester Research December 2013 - August 2014
Forrester Research July 2012 - December 2013
Office Depot June 2012 - July 2012
Forrester Research August 2010 - May 2012
Lexington Insurance Company July 2009 - December 2009
City Sports September 2008 - April 2009
John Hancock Financial Services July 2007 - February 2008
Skills
Business Relationship..., Customer Experience, Product Marketing, Microsoft Office, Customer Relations, PowerPoint, Excel, Word, Customer Service, Marketing Strategy, Social Media, MS Project, Salesforce.com, Siebel, Strategy, Microsoft Excel, Leadership, Management, Marketing, Market Research, CRM
Education
Northeastern University 2006 — 2010
BSBA, Marketing
University of Auckland 2008 — 2008
EMC November 2011 - Present
EMC July 2006 - October 2011
Modis February 2006 - June 2006
Systems West October 2005 - January 2006
Aetea Information Tech. Inc., February 2005 - September 2005
Ciber September 2004 - December 2004
John Hancock Financial Services June 2000 - August 2004
State Street Bank May 1998 - June 2000
Skills
Cloud Computing, PMO, Agile Methodologies, SDLC, Project Portfolio..., IT Strategy, Vendor Management, Integration, Pre-sales, ITIL, Requirements Analysis, Data Center, SaaS, Solution Architecture, Enterprise Architecture, IT Service Management, Business Analysis, PMP, Disaster Recovery, Information Technology, Management, Program Management, Professional Services, Project Management
Education
St Michaels College 1992 — 1994
Masters of Administration and Management, Business Administration and Management, General
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
ATPCO April 2015 - Present
Pegasystems November 2006 - January 2015
NAVY EXCHANGE SERVICE COMMAND (NEXCOM) July 2006 - November 2006
Pegasystems October 2005 - July 2006
Mitchell International August 2005 - October 2005
Pegasystems June 2004 - August 2005
Pegasystems October 2001 - June 2004
John Hancock Financial Services July 2001 - October 2001
John Hancock Financial Services December 1999 - July 2001
Investors Bank & Trust March 1999 - December 1999
Skills
Software Engineering, Unix, SQL, Perl, Databases, Enterprise Software, Enterprise Architecture, Agile Methodologies, Software Development, Linux, Integration, JBoss Application Server, WebSphere Application..., Weblogic Administration, JBoss EAP, DB2, Red Hat Linux, Linux System..., Shell Scripting, VMware, VMware vSphere, VMware ESX, Solaris, Oracle Database, Microsoft SQL Server, PostgreSQL, Tomcat, Jenkins, Microsoft Office, Oracle, WebLogic, WebSphere, Leadership
Education
University of Connecticut 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
Everest Financial, Inc. January 1996 - Present
John Hancock Financial Services November 1991 - January 1996
Skills
Retirement, Wealth Management, Retirement Planning, Financial Services, Insurance, Strategic Financial..., Business Owner Planning, Securities, Disability Insurance, Series 7, Personal Finance, Finance, Term Life Insurance, Life Insurance, Investments, Income Portfolio..., Qualified Retirement...
Education
University of Cincinnati 1982 — 1987
Bachelor's degree, Mechanical Engineering/Mechanical Technology/Technician
St. Xavier High School 1978 — 1982
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) November 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) January 2007 - November 2008
Aviva Life Insurance Company 2004 - 2007
Education
University College Dublin 2000 — 2004
BComm, Actuarial and Financial
University College Dublin
M Clark Financial February 1998 - Present
Cooper McManus January 2000 - Present
Securities America, Inc. Member FINRA/SIPC February 1998 - Present
OfficialQuote Insurance Services, LLC December 2004 - Present
Sunamerica Securities January 1996 - January 1998
John Hancock Financial Services September 1993 - June 1995
Skills
Certified Financial..., Registered Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Accumulation..., Estate Planning, Estate Tax Planning, Business Tax Planning, Asset Protection, 401k Rollovers, 401k, Insurance, Retirement, Finance, Securities, Investments, Real Estate, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, Life Insurance, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Indexed Annuities, Variable Annuities, Charitable Gift..., Personal Tax Planning, ETFs, Bonds, Stocks, Unit Investment Trusts, Charitable Trusts
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics
John Hancock Financial Services September 2015 - Present
Cincinnati Children's Hospital Medical Center September 2010 - September 2015
The Data Incubator March 2015 - June 2015
Manipal University September 2007 - September 2009
NCBS January 2009 - June 2009
University of Nebraska Medical Center January 2007 - June 2007
Skills
Python, Statistics, SAS, SQL, DATA MUNGING, R, Data Mining, Machine Learning, Clinical Research, Model Validation, Statistical Data..., Data Visualization, Microsoft SQL Server, Microsoft Excel, Business Intelligence, Tableau, Epic Systems, Predictive Modeling, Neuroscience, Molecular Biology, Scientific Writing, Immunohistochemistry, Stem Cells, Flow Cytometry, Western Blotting, Cell Culture, Cell Biology, Transfection, Immunofluorescence, RT-PCR, PCR, Confocal Microscopy, Tissue Culture, Molecular Cloning, Biotechnology, In Vitro, Genetics, Pediatrics, Cell Signaling, RNA isolation, Immunocytochemistry, Microscopy, Fluorescence Microscopy, Animal Models, ELISA, Cancer Research, Immunology, Healthcare, Web Scraping, Data Munging
Education
University of Cincinnati 2010 — 2015
Doctor of Philosophy (Ph.D.)
University of Cincinnati College of Business 2013 — 2014
Graduate Certificate in Business Analytics, Business Analytics, 3.8/4.0
Quantitative Learning Center, UConn September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
Center of Students with Disabilities, UCONN March 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Time Management, VBA, Access, Communication, Analytical Skills, Organization Skills, SAS, R
Education
The University of Connecticut 2012 — 2016
Bachelor's degree
Leerink Partners LLC July 2014 - Present
John Hancock Financial Services August 2013 - June 2014
Fidelity Investments May 2012 - July 2013
Pulse Trading May 2009 - May 2011
Skills
Series 7, Series 55, Series 63, Equities, Capital Markets
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Banking and Finance
Smithsonian Institution Archives August 2015 - Present
BeersandCareers September 2013 - Present
MassMutual Financial Group August 2012 - July 2015
John Hancock Financial Services August 2009 - July 2012
Skills
Retirement, Investments, Fixed Annuities, Finance, Retirement analysis and..., Employee benefit and..., Variable Annuities, IRAs, College Savings Plans, Mutual Funds, Financial Services, Financial Planning, Estate Planning, Financial Analysis, Insurance
Education
Florida International University 2013 — 2015
MBA
University of Arizona 2003 — 2007
Bachelor of Fine Arts (B.F.A.)
Coral Gables Senior High School 1999 — 2002
FM Global June 2013 - Present
John Hancock Financial Services June 2009 - March 2013
Marshalltown Co. January 2012 - August 2012
Skills
Industrial Engineering, Leadership, Microsoft Office, AutoCAD, Hazmat training, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Minitab, Teamwork, Statistics, Team Leadership, Process Improvement, Lean Manufacturing, Project Management, Supply Chain Management
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Engineering (B.E.), Industrial Engineering
John Hancock Financial Services January 2015 - Present
John Hancock 2002 - Present
Skills
Retirement Planning, 401k, Series 63, Retirement, Mutual Funds, Sales, Financial Services, Insurance, Series 7, Investments, Asset Allocation, Series 6
Education
University of Kentucky 1997 — 2001
BA Finance, Business
John Hancock Financial Services August 2014 - Present
John Hancock Financial Services November 2013 - September 2014
MetLife May 2011 - November 2013
MetLife June 2007 - May 2011
Skills
Business Intelligence, Competitive Analysis, Analysis, Life Insurance, Management, Strategic Planning, Training, Marketing, Product Development, Underwriting, Enterprise Software, Business Analysis, Market Research, Product Training, Financial Services, Project Management, Sales Support, Series 6, Change Management, Process Improvement, Time Management, Leadership, Product Lifecycle..., Product Management
Education
SUNY at Buffalo 2003 — 2007
Bachelor of Arts (BA), Mathematics
Rich Printing June 2011 - Present
Rich Printing June 2005 - June 2011
Rich Printing November 2002 - June 2005
Lincoln Financial Advisors 2002 - 2002
John Hancock Financial Services 2001 - 2001
Skills
Print, Offset Printing, Marketing, Direct Marketing, Digital Printing, Account Management, Email Marketing, Integrated Marketing, Brand Development, Newsletters, Creative Direction, Brochures, Wide Format Printing, Variable Data Printing, Print Management, Bindery, Banners, Graphics, Corporate Identity, Illustrator, Sales, Strategic Planning, Leadership, Customer Service
Education
University of Georgia - Terry College of Business 2014 — 2016
Candidate - Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 1996 — 2000
BBA, Major: International Business, Minor: Italian
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
RSA November 2014 - Present
Capco January 2013 - November 2014
John Hancock Financial Services January 2004 - December 2012
Intelliware Development Inc. January 2001 - December 2003
RedCelsius Inc April 1999 - January 2001
Southwestern Bell Corporation August 1998 - April 1999
The Vantive Corporation April 1998 - August 1998
Ontario Medical Association November 1996 - April 1998
Bell Sygma March 1996 - October 1996
Davis + Henderson Intercheques March 1994 - March 1996
Skills
Extreme Programming, J2EE, OOP, Open Standards, Agile, Web Applications, Application Architecture, SOA, JUnit, EJB, Websphere, JDBC, Solution Architecture, Weblogic, Agile Methodologies, Java Enterprise Edition, Requirements Gathering, Databases, Unix, Performance Tuning, Requirements Analysis, DB2, SDLC, Data Warehousing, Integration, Business Requirements, Systems Analysis, Web Services, Database Design, ETL, Architecture, Testing, Oracle, Data Modeling, Software Development, Solaris, SQL, CRM, UML, Agile Project Management, Software Project..., Architectures, Quality Assurance, PL/SQL
Education
University of Bucharest 1987 — 1992
M.Sc, Computer Science; Computer Science Department
Liceul Nicolae Balcescu, Braila 1982 — 1986
BS, Mathematics, Physics
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services June 2013 - March 2015
John Hancock Life Insurance Company (U.S.A.) - International Group Program (IGP) June 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - June 2012
Union Graduate College September 2003 - June 2006
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Insurance, Event Management, PowerPoint, Customer Relations, Microsoft Office, Research, Marketing Communications, Marketing Event Planning, Community Engagement, Corporate Social..., Volunteering, Public Relations, Social Media, Microsoft Excel, Relationship Development, Analysis, Social Media Marketing, Management, Customer Service, Marketing
Education
Rivier College 2011 — 2014
MBA, Marketing
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics, English
Northfield Mount Hermon 1999 — 2003
High School
John Hancock Financial Services September 2012 - Present
Manulife Financial October 2005 - August 2012
Skills
Investments, Mergers, Insurance, Mergers & Acquisitions, Financial Services, Life Insurance, Risk Management, Strategic Financial..., Wealth Management, Mutual Funds, Change Management, Portfolio Management, Reinsurance, Business Analysis, Business Strategy, Fixed Annuities, Asset Management, Retirement Planning, Financial Analysis, Financial Risk, Strategic Planning, Pensions, Underwriting
Education
Université Laval / Laval University
MBA
Xplorer Midstream LLC October 2014 - Present
Devon Energy April 2014 - October 2014
Chesapeake Energy May 2009 - April 2014
John Hancock Financial Services January 2009 - May 2009
Skills
WellView, Hydraulic Fracturing, Hyperion Enterprise, Natural Gas, Oilfield, Petroleum, Gas, Oil & Gas Industry, Oil/Gas, Upstream, Drilling, Oil Analysis, Completion
Education
University of Central Oklahoma 2003 — 2008
Bachelor of Science (BS), Biology, General
University of Oklahoma 2006 — 2007
Corporate Brokers December 2014 - Present
John Hancock Financial Services December 2013 - August 2014
Enterprise Creative Solutions August 2012 - December 2013
Daymon Worldwide February 2008 - May 2012
The JJill Group, September 2007 - February 2008
A.T. Cross Company May 2007 - August 2007
Redcats USA August 1998 - June 2006
Stop & Shop Companies, Inc, September 1989 - August 1998
Die Technologies Associates, Inc. September 1987 - August 1989
Skills
QuarkXPress, Creative Direction, Advertising, Layout, Catalogs, Corporate Branding, Illustration, Art Direction, Adobe Creative Suite, Packaging, Pre-press, Brand Development, Marketing, Branding & Identity, Direct Mail
Education
University of Hartford 1983 — 1987
Bachelor of Fine Arts, Graphic Design
Voya Financial September 2015 - Present
John Hancock Financial Services January 2013 - September 2015
John Hancock Financial Services June 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - August 2010
John Hancock August 2008 - July 2009
John Hancock May 2005 - August 2008
Baltimore Life October 1999 - March 2005
Milliman Inc October 1997 - October 1999
Aetna 1994 - 1997
Skills
Actuarial, Product Development, Valuation, Management, Life Insurance, Variable Annuities, US GAAP, IFRS, Insurance, Reinsurance, Fixed Annuities, ALM, Risk Management, Retirement, Investments, Financial Risk, Actuarial Science, Financial Reporting, Pricing, Long-term Care, Financial Modeling, Underwriting
Education
University College Dublin 1991 — 1994
BAFS
John Hancock Financial Services May 2014 - Present
Transamerica Retirement Services May 2002 - May 2014
Great-West Life 1989 - 2002
Skills
Retirement Planning, Investments, 401k, Retirement, Investment Advisory, Series 6, Financial Services, Profit Sharing, Business Planning, Business Development, Analysis, Marketing, Financial Advisory, Wealth Management, Series 63
Education
University of Denver 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Marketing
National Life Group July 2013 - Present
John Hancock Financial Services August 2011 - 2013
Retirement Income and Rollover Solutions, John Hancock February 2007 - August 2011
John Hancock Annuities October 2004 - February 2007
Wood Logan Distribution 2000 - 2004
Dunlop Maxfli Sports March 1997 - October 2000
Titleist & Footjoy Worldwide February 1994 - March 1997
Procter & Gamble 1990 - 1994
Merrill Lynch 1983 - 1989
Skills
Competitive Analysis, Strategic Planning, Marketing, Financial Services, Social Media Marketing, Brand Management, Integrated Marketing, Start-ups, Marketing Communications, Strategy, Marketing Strategy, Digital Marketing, Advertising, Mutual Funds, Business Strategy, Social Media, Investments, Management, Brand Development, Product Management, CRM, Email Marketing, Insurance, Mergers & Acquisitions
Education
University of Chicago
Executive Training - Financial and Cost Accounting
The University of Connecticut 1989 — 1991
Master of Business Administration (MBA)
University of Maine 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Pacific Life March 2015 - Present
Pacific Life January 2013 - March 2015
John Hancock Financial Services September 2011 - January 2013
John Hancock Financial Services November 2009 - September 2011
Reinsurance Group of America May 2008 - October 2009
Skills
ALM, Risk Management, Actuarial Science, Hedging, Financial Risk, Insurance, Reinsurance, Capital Markets, Fixed Income, Variable Annuities, Fixed Annuities
Education
University of Iowa 2004 — 2008
Bachelor of Science (B.S.), Mathematics, Actuarial Science
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
Signator Investors, Inc. December 2014 - Present
Signator Investors, Inc. January 2011 - Present
John Hancock Financial Services June 2007 - February 2011
John Hancock April 2006 - May 2007
John Hancock November 2000 - March 2006
John Hancock Annuities 2000 - 2006
Skills
Financial Services, Project Portfolio..., PMO, Vendor Management, Relationship Management, Business Analysis, Marketing Strategy, Process Improvement, Series 6, Business Strategy, Business Process..., Business Development, Management, CRM, Social Media, PMP, Change Management, Business Planning, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
MALD, International Business Relations
University of Vermont 1989 — 1993
BA, European History
Fidelity Charitable January 2015 - Present
Fidelity Charitable April 2013 - January 2015
Fidelity Charitable January 2011 - April 2013
Genesis Capital Advisors January 2009 - January 2011
RMK Associates, LLC May 2008 - December 2008
John Hancock Financial Services August 2005 - May 2008
Fidelity Investments July 2003 - August 2005
Skills
Retirement, Tax, Wealth Management, Sales, Sales Presentations, Life Insurance, Tax Preparation, Team Leadership, Building Relationships, Key Relationships, Key Account Acquisition..., Mutual Funds, Financial Advisory, Nonprofits, Philanthropy, Strategic Financial..., Wealth, Charities, Relationship Management, Alternative Investments, Bonds, High Net Worth..., Pensions, Small Business, Business Planning, Business Relationship..., 401k, Insurance, Investment Advisory, Asset Allocation, Asset Management, Securities, Retirement Planning, Strategic Planning, Financial Services, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Bachelor of Science, Finance
Bishop Feehan High School 1994 — 1997
Arthur J. Gallagher & Co. February 2015 - Present
John Hancock Financial Services July 2006 - September 2014
Transamerica January 2002 - September 2005
The Hartford March 2000 - January 2002
Great-West Financial January 1995 - March 2000
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Defined Contribution, 401k, Profit Sharing, Investment Advisory, Investments, Mutual Funds, Asset Allocation, Defined Benefit, Pensions, Financial Advisory, Series 7, Series 65, IRAs, Retirement, Series 63, Insurance, Series 6, Uniform Combined State..., FINRA, Separately Managed..., Variable Annuities, Retirement Planning
Education
University of Denver - Daniels College of Business
Master of Business Administration (MBA)
University of Denver
Bachelor of Science in Business Administration (BSBA)
John Hancock Financial Services September 2015 - Present
University of Arizona Planned Giving Advisory Council January 2011 - Present
Pinnacle Plan Design, LLC December 2013 - September 2015
Women's Foundation of Southern Arizona July 2013 - January 2014
Merrill Lynch July 2008 - November 2013
Arizona Theatre Company January 2008 - January 2013
Planned Giving Roundtable of So. Arizona January 2012 - December 2012
Arizona Citizens for the Arts 2007 - 2010
Smith Barney July 2007 - July 2008
Western States Arts Federation May 2003 - May 2007
Skills
Small Business, Charities, Philanthropy, Non-profits, Fundraising, Strategic Planning, Public Speaking, Retirement, 401k, Estate Planning, Retirement Planning, Pensions, Wealth Management, Asset Managment, Strategic Financial..., Nonprofits, Employee Benefits, Government, Asset Management, Grants
Education
University of Arizona, Eller College of Management 1996 — 2000
BSBA, Finance & Business Management
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2013 - October 2014
John Hancock Financial Services October 2011 - May 2013
AEGON August 2008 - October 2011
Skills
Financial Reporting, Actuarial Science, Embedded Value, MoSes, Valuation, ALM, Actuaries, Fixed Annuities, Economic Capital, Financial Analysis, Insurance, Financial Modeling
Education
University of Iowa 2005 — 2007
MS, Actuarial Science
M&T Bank December 2013 - Present
National Fuel Resources,Inc. November 2008 - December 2013
M&T Bank July 2005 - August 2006
John Hancock Financial Services June 2004 - October 2004
Skills
Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Capital Markets, Natural Gas, Data Analysis, Analysis, Finance, Microsoft Excel, Strategic Planning, Strategy
Education
University at Buffalo 2006 — 2008
MBA, Finance
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Voya Financial June 2015 - Present
Boston University, Metropolitan College September 2012 - June 2015
John Hancock Financial Services September 2010 - June 2015
ING January 2008 - October 2010
The Hartford May 2007 - August 2007
Aviva Life Insurance 2006 - 2006
Skills
Risk Management, Actuarial Science, Pricing, Financial Analysis, Financial Modeling, Financial Risk, Insurance, Life Insurance
Education
University of Connecticut 2005 — 2007
BS, Actuarial Science
tams
John Hancock Financial Services June 2013 - Present
Manulife Financial May 1989 - May 2013
Skills
Real Estate
Education
University of California, Los Angeles 1978 — 1982
BA, Economics
Tulane University October 2014 - Present
Tulane University July 2014 - Present
State Street June 2013 - October 2013
Genzyme March 2013 - June 2013
McKesson Health Solutions November 2011 - March 2012
John Hancock Financial Services June 2008 - December 2011
John Hancock Financial Services June 2007 - June 2008
Bank of America August 2006 - April 2007
The Concierge LLC October 2003 - September 2005
Skills
Microsoft Excel, PowerPoint, Financial Services, Event Planning, Business Analysis, Research, Microsoft Office, Insurance, Non-profits, Project Management, Data Analysis, Customer Service, Accounting
Education
Tulane University
Bachelor of Arts, English
Education Pioneers June 2015 - Present
Vanguard September 2011 - April 2015
NSHMBA Philadelphia 2014 - March 2015
Coqui Consulting July 2005 - November 2010
Bank of New York June 2004 - September 2004
Bank of New York October 2002 - May 2004
Bank of New York August 2001 - September 2002
John Hancock Financial Services February 1997 - August 1999
Skills
Organizational..., Investments, Portfolio Management, Organizational..., Valuation, Leadership Development, Diversity & Inclusion, Financial Analysis, Equities, Executive Coaching, Finance, Culture Change, Financial Modeling, Change Management, Series 7, Due Diligence, Strategic Planning, Coaching, Workshop Facilitation, Fixed Income, Program Management, Organizational Design, Leadership, Corporate Finance, Entrepreneurship, Bonds, Investment Strategies, Capital Markets, 360 Feedback, Asset Managment, Strategy, Succession Planning, Management Consulting, Team Building, Hedge Funds, Analysis, Emerging Markets, Accounting, Banking, Mergers, Recruiting, Credit Analysis, Credit, Risk Management, Interviews, Non-profits, Business Strategy, Talent Management, Performance Improvement, Financial Services
Education
Gestalt Center for Organization and Systems Development 2006 — 2008
Certificate, Organizational and Systems Development Program
NTL Institute 2005 — 2006
Certificate, Diversity Practitioner Certificate Program
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
MBA, Corporate Finance & Corporate Accounting
University of Florida 1992 — 1996
Bachelor of Science in Business Administration, Marketing
John Hancock Financial Services Systems DesignerJohn HancockNovember 2005 - Present
Skills
SDLC, Web Applications, Requirements Gathering, Requirements Analysis, Business Analysis, Visio, Process Improvement, Program Management, Vendor Management, Integration, Project Management, Business Process..., Software Project..., Agile Methodologies
Education
University of Arizona 1987 — 1990
BFA, Media Arts/Writing
John Hancock Financial Services May 2013 - Present
John Hancock Financial Services August 2011 - 2013
John Hancock Financial Services September 2010 - August 2011
John Hancock Financial Services March 2007 - September 2010
John Hancock Life Insurance Company (U.S.A) February 2004 - September 2007
Manulife Financial April 2002 - February 2004
Manulife Financial August 1999 - April 2002
Manulife Financial September 1997 - August 1999
Telefónica March 1996 - October 1996
Banco Santander June 1992 - June 1995
Skills
Business Development, Financial Services, Mutual Funds, Business Analysis, Investments, Relationship Management, Process Improvement, Insurance, Retirement, 401k, Risk Management, Business Process..., Project Management, Retirement Planning, Wealth Management, Strategic Financial..., Pensions, Series 6, Vendor Management
Education
York University 1984 — 1988
Bachelor of Arts (BA), English Language and Literature/Letters
Université Paris Sorbonne (Paris IV) 1986 — 1987
Certificate in French Studies
Universidad Complutense de Madrid 1983 — 1984
Certificate in Hispanic Studies
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2015
MetLife Investors January 2003 - January 2011
Allmerica Financial May 1998 - November 2002
Phoenix Life Insurance Company March 1996 - May 1998
Chubb 1990 - 1996
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Retirement, Series 7, Relationship Management, Brokers, Underwriting, Estate Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
University of Florida, Hough Graduate School of Business August 2015 - Present
VALIC 2014 - 2015
John Hancock Financial Services 2013 - 2014
First Investors 2012 - 2013
Little Haiti Housing Assn Inc 2011 - 2012
Skills
Public Speaking, Finance, Microsoft Excel, Social Media, Investments, Retirement Planning, PowerPoint, Financial Planning, Mutual Funds, Financial Services
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services December 2011 - Present
John Hancock Financial Services October 2008 - December 2011
John Hancock Financial Services October 2004 - October 2008
John Hancock Financial Services September 1999 - October 2004
John Hancock Financial Services July 1998 - September 1999
John Hancock Funds Inc July 1996 - July 1998
John Hancock Funds Inc August 1995 - July 1996
John Hancock Financial Network January 1995 - July 1996
Skills
Series 6, Series 63, Series 7, Series 24, MA Life Insurance
Education
University of Connecticut 1990 — 1994
Bachelor's Degree, Communications and Journalism
Invoca March 2014 - Present
Isolite Systems July 2009 - December 2013
John Hancock Financial Services April 2008 - March 2009
AT&T April 2004 - April 2008
Skills
Teaching, Microsoft Office, Public Speaking, Research, Curriculum Design, Customer Service, Curriculum Development, Microsoft Excel, PowerPoint, Higher Education, Strategic Planning, Microsoft Word, Coaching, Staff Development, Social Media, Educational Leadership, Event Planning, Nonprofits, English, Editing, Sales, Key Account Management, Marketing Strategy, Digital Marketing, Network Security, Management, CRM
Education
University of California, Santa Barbara 1999 — 2003
BS, Mathematics (pure)
San Pedro High School 1995 — 1999
High School Diploma, Marine Biology
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
The Guardian Life Insurance Company of America May 2012 - Present
John Hancock Financial Services February 2010 - August 2011
Merrill Lynch July 2007 - July 2010
ING Investment Management January 2004 - July 2007
Skills
Retirement Planning, 401k, Series 63, Sales, Account Management, Retirement, PowerPoint, Mutual Funds, Portfolio Management, Finance
Education
University of Illinois at Chicago
BS, Marketing & Management
Beaumont Capital Management (BCM) February 2015 - Present
John Hancock Investments November 2010 - February 2015
John Hancock Financial Services December 2008 - November 2010
John Hancock Financial Services December 2006 - December 2008
Skills
Sales, Financial Services, Series 63, Retirement Planning, Fixed Annuities
Education
Trinity College-Hartford
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
John Hancock Financial Services June 2012 - Present
The Hartford September 2010 - May 2012
Ernst & Young 2008 - 2009
Skills
CPA, Financial Analysis, Accounting, Sarbanes-Oxley Act, Internal Controls
Education
Marist College 2010 — 2011
Master's, Business Administration
The University of Connecticut 2004 — 2008
Bachelor's, Accounting
OPTIMUS SBR June 2014 - Present
Electrical Safety Authority June 2013 - May 2014
Manulife Financial August 2012 - March 2013
John Hancock Financial Services August 2011 - July 2012
Loblaw Companies Limited September 2007 - August 2011
WMI November 2005 - September 2007
Skills
Business Process..., SDLC, Business Analysis, SBA, Process Improvement, Retail, Change Management, Business Process, Project Management, ITIL, Requirements Analysis, Analysis, Team Leadership, Assortment, Business Requirements
Education
University of Ilorin 1985 — 1991
B.Eng, Civil Engineering
Environmental Defense Fund April 2015 - Present
Environmental Defense Fund April 2013 - Present
Credit Suisse October 2007 - June 2012
PwC August 2005 - September 2007
John Hancock Financial Services November 2002 - March 2004
Trudeau & Trudeau Associates May 2002 - September 2002
Prudential Financial January 2002 - May 2002
Skills
Valuation, Private Equity, Due Diligence, Investments, Mergers, Equity Valuation, DCF, Auditing, Financial Modeling, Hedge Funds, Finance, Equities, Capital Markets, Financial Analysis, Analysis, Mergers & Acquisitions, Strategy
Education
Rutgers University Business School 2004 — 2005
MBA, Finance and Accounting Concentration
Tufts University 1998 — 2002
Bachelor of Arts, Political Science
University of Melbourne, Trinity College 2000 — 2001
1 Year Study Abroad Program, Political Science
John Hancock Financial Services October 2013 - Present
Ernst & Young April 2011 - October 2013
LECG-SMART August 2009 - March 2011
Selective Insurance June 2008 - August 2008
Liberty Mutual Insurance June 2006 - August 2007
Skills
Tax, Accounting, Financial Reporting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Financial Modeling, Mergers, Microsoft Excel, Income Tax, Finance, Forecasting, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance & Economics
API Cyber Assurance Services November 2014 - Present
MET Laboratories, Inc. November 2007 - October 2014
Appleby Systems August 2007 - October 2007
John Hancock Financial Services August 2006 - July 2007
Skills
New Business Development, Product Development, Business Development, Product Management, Account Management, Sales Management, Customer Service, Sales, Wireless, Direct Sales, Product Marketing, Telecommunications, Marketing Strategy, Electronics, Salesforce.com, Lead Generation, B2B, Management, Testing, Program Management, Information Assurance, Information Security
Education
Towson University 2001 — 2005
BS, Business
Intersections Inc. May 2011 - Present
Intersections Inc. December 2003 - May 2011
John Hancock Financial Services June 1999 - March 2003
Education
University of Louisville 1987 — 1990
Bachelor of Arts (B.A.), Communications
Welis, LLC 2007 - Present
John Hancock Financial Services 2004 - 2007
John Hancock Financial Services 2000 - 2004
Education
University of Connecticut 1991 — 1996
Master’s Degree, Mathematics Teacher Education
John Hancock Financial Services March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2014
John Hancock Financial Services July 2010 - September 2011
Salem Five Bank March 2009 - July 2010
LPL Financial January 2010 - June 2010
Skills
Event Planning, Marketing, Event Management, Meeting Planning, Mutual Funds, Corporate Events, PowerPoint, Time Management, Outlook, Financial Services, Marketing Communications, Management, Social Media, Retail, Retail Sales, Relationship Management, Microsoft Office, 401k, Qualified Retirement...
Education
Salem State University 2008 — 2010
Bachelor of Science (B.S.), Accounting and Finance
University of Central Florida 2005 — 2007
Lynnfield High School
SGI Accountstaff, Inc. September 2001 - March 2011
AccountStaff March 2003 - March 2003
SGI Accountstaff, Inc. September 2001 - March 2003
Outlook Magazine September 1997 - August 2001
John Hancock Financial Services February 1996 - September 1997
O'dell & Associates January 1995 - February 1996
Education
University of Arkansas 1990 — 1994
Bachelor of Science, Finance
·University of Arkansas
Bachelor of Science, Finance
Berkley Technology Services December 2011 - Present
US Department of Energy Ames Laboratory April 2010 - December 2011
Iowa State University September 2003 - April 2010
Principal Financial Group June 2001 - August 2003
John Hancock Financial Services May 1996 - September 2000
Skills
Web Development, Drupal, Java, Software Project..., Commercial Property and..., Web Project Management, Systems Support, Java software..., Financial Services, PHP Development, Relational Databases, Structured Query..., Application Support, System Administration, Apache, MySQL, Web Services, PHP, Project Management, Business Analysis
Education
University of Iowa
University of Iowa - Henry B. Tippie College of Business
Bachelor of Busines Administration, Marketing
Iowa State University
Bachelor of Science, Management Information Systems
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services October 2013 - May 2015
John Hancock Life Insurance Company (U.S.A.) June 2012 - October 2013
Enterprise Bank & Trust July 2010 - August 2011
Skills
Statistical Modeling, Data Analysis, Actuarial Science, Fixed Annuities, VBA, Statistics, Analysis, SAS, Financial Modeling, Valuation, Risk Management
Education
The University of Connecticut 2011 — 2012
MS, Mathematics, Actuarial Science
University of Massachusetts at Lowell 2006 — 2010
BA, Economics
Gentry Partners, Ltd. January 2000 - Present
John Hancock Financial Services January 1995 - January 2000
John Hancock Financial Services January 1985 - January 1995
Skills
Risk Management, Project Management, Fundraising, Event Planning, Case Managment, Microsoft Office, Commercial Insurance, Professional Liability, Property & Casualty..., Legal Research, Microsoft Word, Disability Insurance, Underwriting, Retirement, Case Management, Term Life Insurance, Wealth
Education
University of Arkansas at Little Rock
Intuit April 2014 - Present
John Hancock Financial Services 2010 - 2014
J.P. Morgan 2005 - 2010
BMC Software 2002 - 2005
IBM 2000 - 2002
Skills
Team Leadership, Software Development, Business Strategy, Business Analysis, Management, Information Technology, Technology, Capital Markets, Project Management, Software Project..., Business Planning, Program Management, SOA
Education
University of Houston
Master of Science (MS), Computer Science, 4.0/4.0
Assam Engineering College
Bachelor of Engineering (BE), Electronics and Telecommunication Engineering
Costco Wholesale June 2010 - Present
John Hancock Financial Services May 2013 - November 2013
Dominic's 1 July 2006 - June 2009
Skills
Customer Service, Microsoft Office, Retail, Microsoft Word, Inventory Management, Merchandising, PowerPoint, Leadership, Marketing, Time Management
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Aon Benfield 1994 - Present
Liberty Mutual Insurance 1990 - 1994
John Hancock Financial Services 1982 - 1989
Skills
Reinsurance, Brokers, Insurance, Liability, Casualty Insurance, Underwriting, Reinsurance Buyer, Property Reinsurance
Education
University of Arizona
Bachelor of Arts (B.A.)
University of Hartford
Master of Business Administration (MBA)
John Hancock Financial Services November 2010 - September 2014
Banco Popular de Puerto Rico May 2010 - September 2010
Westernbank January 2004 - April 2010
Losas Nuevo Estilo March 2003 - January 2004
Transworld Industries July 1997 - January 2003
Skills
Customer Service, Logistics Management, Life Insurance, Accounting, Teamwork, Work Under Minimal..., Fully bilingual English
Education
universidad Interamericana de Puerto Rico 1994 — 1996
Bachelor of Arts (B.A.), Marketing
Universidad de Puerto Rico 1988 — 1994