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
DentaQuest February 2015 - September 2015
Luminoso Technologies, Inc August 2014 - October 2014
Merida Meridian, Inc December 2008 - December 2013
Merida Meridian, Inc October 2005 - December 2008
Houghton Mifflin Harcourt 2004 - 2005
Body & Soul Magazine January 2003 - March 2004
John Hancock Financial Services May 1999 - January 2000
Skills
Project Management, Process Improvement, Strategic Planning, Financial Analysis, Financial Reporting, Accounting, Problem Solving, Market Research, Management, Budgets, Research, Access, Microsoft Excel, SAP, Analysis, PowerPoint, Customer Service, Vendor Relations, Client Relations, Payroll, Program Management, Finance, Microsoft Office, Leadership, Data Analysis, Strategy, Business Process..., Financial Statements
Education
Simmons College - Simmons School of Management 2013 — 2016
MBA Candidate, Concentration in Financial Analysis
Bentley University
Bachelor of Science (B.S.), Marketing
PwC US April 2012 - Present
Marsh August 2010 - April 2012
Manulife-Sinochem June 2006 - June 2010
John Hancock Financial Services January 2001 - June 2006
John Hancock Financial Services January 1996 - January 2001
Bank of America February 1996 - November 1996
Morgan Stanley January 1994 - January 1996
Skills
Risk Management, Anti-corruption, FCPA, AML, Due Diligence, Internal Controls, Internal Audit, Investment Compliance, Operations Management, Ethics
Education
Bentley College
Masters of Business Administration (MBA), Management Information Systems
The University of South Dakota
Bachelor of Science (BS), Finance
Beijing Normal University 1987 — 1989
English Literature
Sidwell Friends School 1986 — 1987
High School
北京师范大学第二附属中学
AEW Capital Management August 2014 - Present
PwC August 2011 - August 2014
USC Leventhal School of Accounting December 2010 - May 2011
PricewaterhouseCoopers, LLP June 2009 - August 2009
John Hancock Financial Services June 2008 - August 2008
Skills
Accounting, Auditing, Financial Reporting, Tax, Research, Mutual Funds, Financial Services, Real Estate, Investments, Financial Modeling, Budgets, Sarbanes-Oxley, Financial Statements, Internal Controls
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
John Hancock Financial Services October 2014 - Present
Sappi Fine Paper North America June 2014 - Present
Mercados Abiertos September 2013 - Present
Abercrombie & Fitch June 2011 - August 2013
Bentley University September 2009 - December 2010
Aseguradora Hondureña Mundial April 2009 - August 2009
Mercados Abiertos Honduras April 2008 - August 2008
Skills
Advertising, Microsoft Office, Marketing Communications, Marketing Strategy, Microsoft Excel, PowerPoint, Customer Service, Sales, Microsoft Word, Public Relations, Recruiting, Entrepreneurship, Management, Retail, Training
Education
McCallum Graduate School of Business 2010 — 2011
Master of Business Administration, Management and Global Business Markets
Grenoble École de Management 2010 — 2010
Certificate for Global Studies, Management of Innovation and Entrepreneurship, 4.0
Bentley University 2006 — 2009
Bachelor's Degree, Marketing/Marketing Management, General
American School Tegucigalpa
California State University, East Bay January 2015 - Present
California State University, East Bay July 2011 - January 2015
California State University, East Bay October 2007 - July 2011
California State University, East Bay November 2005 - October 2007
California State University, East Bay April 2005 - November 2005
Bishop Wisecarver Corporation 2004 - 2004
Richard Lucraft, Ltd 2001 - 2003
Suffolk University 1999 - 2001
John Hancock Financial Services 1999 - 2001
Bay State College 1997 - 1999
Skills
Student Affairs, Student Development, Admissions, Higher Education, Academic Advising, Program Development, Public Speaking, Enrollment Management, Campus, Student Counseling, Higher Education..., study abroad programs
Education
California State University-East Bay 2010 — 2012
Master of Science (M.S.), Recreation and Tourism
Suffolk University - Sawyer School of Management 1999 — 2002
Bachelor of Science (B.S.), International Business
Regents University, London, United Kingdom 2000 — 2000
General Studies
Bay State College 1997 — 1999
Associate's Degree, Business Administration and Management, General
John Hancock Financial Services October 2012 - Present
John Hancock September 2010 - September 2012
John Hancock October 1999 - August 2010
John Hancock 1978 - 1999
Skills
Business Analysis, Quality Assurance, Change Management, Vendor Management, Project Portfolio..., SDLC, Team Leadership, Systems Analysis, Requirements Analysis, Software Documentation, Risk Management, Business Process..., Business Requirements, Visio, Microsoft Office, Project Management, Requirements Gathering, Process Improvement, Strategic Planning, Business Intelligence, SQL, SharePoint, PMP, User Acceptance Testing, IT Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Science (MS), Computer Information Systems
Northeastern University 1986 — 1992
BS, Finance/Accounting
Salesforce University
Certified Salesforce Administrator
TD Ameritrade Institutional July 2014 - Present
TD Ameritrade Institutional June 2012 - July 2014
TD Ameritrade June 2011 - June 2012
John Hancock Financial Services June 2010 - August 2010
State Street May 2008 - August 2009
Margolis & Bloom January 2006 - January 2008
Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments
Education
Boston University Questrom School of Business 2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law
Bentley University 2008 — 2009
Finance
Boston Latin School 2004 — 2007
College Preparatory
Commonwealth Financial Network September 2015 - Present
Bentley University August 2015 - Present
Sports Authority June 2015 - October 2015
Bentley University: Office of the Dean of Business & Graduate School June 2015 - August 2015
Bentley University Office of Academic Services September 2014 - May 2015
U.S. Department of the Treasury May 2014 - August 2014
Private Family September 2013 - April 2014
John Hancock Financial Services July 2013 - September 2013
Misc. June 2009 - July 2013
Skills
Teamwork, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Social Media, HTML, SharePoint, CTI, Lotus Notes, Outlook, Microsoft Publisher, Agile Methodologies
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Economics-Finance
Peak Advisor Alliance May 2013 - Present
Silpada Designs 2008 - 2010
Fit4Mom 2007 - 2008
Kohl's Department Stores 2006 - 2007
THE SPECTRUM GROUP 2003 - 2006
John Hancock Financial Services 2002 - 2003
Pacific Sunwear 2001 - 2002
Victoria's Secret 1999 - 2001
Skills
Energetic team player, Multi-tasking..., Highly Reliable, Recruiting, Recruitment Advertising, Human Resources, Office Management, Event Planning, Proposal Support, Proposal Production, Customer Service, Customer Satisfaction, Store Management, Retail, Store Operations, Retail Sales, Microsoft Office, Team Building, Sales, Management, Marketing
Education
Ball State University 1998 — 2000
Bachelor of Science, Business Administration and Management
Anderson University 1994 — 1998
Liberal Arts and Sciences/Liberal Studies
Nitro High School 1990 — 1994
High School Diploma, General
John Hancock Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
TGI Fridays July 2006 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - September 2009
John Hancock Life Insurance Company (U.S.A.) October 2004 - July 2005
Fidelity Investments June 2000 - October 2004
Skills
Social Media, Microsoft Excel, PowerPoint, Access, Marketing, Outlook, Insurance, Customer Service, Life Insurance, Management, Team Building, Microsoft Office
Education
Bay State College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay State College 2012 — 2015
Associate's degree, Business Administration
Bay State College 1993 — 1995
Associate's degree, Business Administration
Philips May 2015 - Present
Bentley University January 2014 - Present
The Smile Foundation March 2009 - Present
Blue Cross Blue Shield of Massachusetts June 2014 - August 2014
Bentley University June 2014 - June 2014
John Hancock Financial Services May 2013 - May 2013
Skills
Computer Proficiency, Microsoft Office, HTML, Learning Quickly, Collaborative Team..., FactSet, Economics, Leadership, Social Media, Non-profit Leadership, Access, Fundraising, Teamwork, PowerPoint, Data Analysis, SPSS, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Event Planning, Management, Financial Analysis
Education
Bentley University 2012 — 2016
Managerial Economics with a concentration in Management
Waldorf School Of Garden City 2011 — 2012
Post Graduate
Bentley University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
King & Bishop January 2015 - April 2015
S&F Concrete Contractors, Inc December 2014 - January 2015
Dex by Terra, Inc. May 2014 - August 2014
G.M. Industrial Electric, Inc. May 2013 - August 2013
CHAPS, inc. June 2011 - July 2012
Skills
Leadership, Communication, Time Management, Customer Service, Teamwork, Accounting, Finance, Microsoft Excel, PowerPoint
Education
Bentley University 2013 — 2017
Corporate Finance and Accounting
College of the Holy Cross 2012 — 2013
Macroeconomics, International Relations
Hudson High School 2008 — 2013
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2012
John Hancock October 2008 - April 2011
John Hancock July 2007 - October 2008
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) May 2006 - August 2006
Thomson CompuMark May 2005 - August 2005
Thomson CompuMark May 2004 - August 2004
Skills
Analysis, Management, CRM, Strategy, Strategic Planning, Business Development, Budgets, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MBA, Management of Operations and Technology
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Santander Bank, N.A. August 2014 - Present
John Hancock Financial Services January 2013 - August 2014
John Hancock Financial Services June 2009 - January 2013
ACCION International June 2007 - June 2009
Harvard Medical School September 2008 - December 2008
Emmanuel College August 2006 - May 2008
Skills
Finance, Analysis, Management, Corporate Finance, Auditing, Investments, Financial Services, Loans, Credit, Sales, Policy, Financial Analysis, Fixed Income, Banking, Economics, Portfolio Management, Account Reconciliation, Customer Service, Risk Management, Financial Reporting, Financial Modeling, Program Management
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Economics of Financial Markets, 3.92
New England College of Business and Finance 2010 — 2012
Master of Science, Finance, 3.97
Emmanuel College 2005 — 2009
Bachelor of Arts, Business Management
Emmanuel College 2005 — 2009
Bachelor of Arts, Mathematics
Central Catholic High School 2001 — 2005
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services November 2012 - April 2014
Ameriprise Financial Services, Inc. August 2010 - November 2012
Ameriprise Financial Services, Inc.- Miller, Allen & Associates October 2008 - February 2010
Skills
Series 7, Strategic Financial..., Investments, Morningstar, Financial Analysis, Financial Modeling, Finance, Wealth Management, Financial Reporting, Asset Allocation
Education
Bentley University 2006 — 2009
Bachelor of Science (BS), Economics-Finance
John Hancock Financial Services May 2014 - August 2014
John Hancock Financial Services May 2013 - August 2013
New York Life Insurance Company April 2012 - August 2012
Skills
Actuarial Science, Financial Analysis, Microsoft Office, Valuation, Time Management, VBA, Finance, Customer Service, Access, Microsoft Excel, Fixed Annuities
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (BASc), Actuarial Science
Bishop Guertin High School 2007 — 2011
John Hancock Financial Services January 2015 - Present
Travelers May 2013 - December 2014
Merrill Lynch September 2012 - December 2012
Skills
Finance, Bloomberg, SAS, Access, SPSS, Leadership, Financial Analysis, Economics, Data Analysis, VBA, Pricing, Business Analysis, Competitive Analysis, Research, Market Research, profitability analytics, Crystal Ball, Actuarial Science, Underwriting, Risk Management, Insurance, Presentations, Data Visualization, Microsoft SQL Server, Options Pricing, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Microsoft Word, Analytics
Education
Bentley University 2009 — 2013
Bachelor's Degree, Finance, Actuarial Sciences, Cum Laude
Glastonbury High School 2005 — 2009
High School Diploma
Veritude - Fidelity Investments June 2015 - Present
Zillion Technologies, Inc. April 2015 - June 2015
Staples September 2013 - April 2015
Staples Advantage September 2013 - April 2014
John Hancock Financial Services January 2007 - September 2013
Teradyne November 2003 - December 2006
Bank United March 2003 - October 2003
Cigna June 2002 - February 2003
Teradyne August 2000 - May 2002
Benjamin Franklin Institute of Technology September 1999 - August 2000
Skills
SDLC, Agile Methodologies, Agile Project Management, Integration, Scrum, Project Portfolio..., Software Development, Project Management, Requirements Analysis, Information Technology, Software Project..., Business Analysis, Cross-functional Team..., Outsourcing, PMP, Quality Assurance, Management, PMO, Microsoft SQL Server, Enterprise Software, Requirements Gathering, Vendor Management, Software Documentation, Resource Management, IT Strategy, SharePoint, Visio, Databases, Security, Servers, Business Requirements, Enterprise Architecture, Scaled Agile Framework, Agile Testing, Agile Application..., Agile Web Development, Agile Modeling, Domain Alignment, Software Delivery..., Product Portfolio..., Executive Coaching, Agile Coaching, Agile Mentoring, Continuous Improvement, Continuous Integration, Continuous Delivery, Best Engineering..., Quality Improvement, LeSS, Process Improvement
Education
Northeastern University 2004 — 2005
Executive Certificate in Project Management & Business Processes
SungGaurd Strohls Training Center 2004 — 2005
Certified LDRPS Administrator
Brandeis University 2003 — 2004
Post Grad. Certificate in eCommerce Technologies
Brandeis University 2001 — 2003
MSE
Benjamin Franklin Institute of Technology 1999 — 2001
ACE
Bhavan's Rajendra Prasad Institute of Communication & Management 1997 — 1999
Post Graduate Diploma in Business Management
Sardar Patel University 1994 — 1997
Bachelor of Science (BSc)
Boston University
MSCIS
John Hancock Financial Services April 2004 - Present
Skills
Financial Modeling, Financial Analysis, Mutual Funds, Derivatives, Equities, Fixed Income, Analysis, Asset Allocation, Bloomberg, Financial Markets, Financial Services, Investments, Options, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Master's in Finance
Northeastern University 1994 — 1998
BSBA, Finance and Int'l Business
American School Foundation (ASF) Mexico City 1989 — 1990
High School
Colegio Positivo - Curitiba, Brazil 1987 — 1989
High School
John Hancock Financial Services June 2013 - Present
Mercer 2004 - June 2013
Hewitt Associates 2003 - 2004
Invesco Aim 1996 - 2002
Sallie Mae 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Benefits Administration, Retirement Planning, Series 63, Securities, Employee Benefits, Retirement, ERISA, Mutual Funds, Series 7, Insurance, Investments, Human Resources, Series 6, IRAs, Open Enrollment, Pension Administration, COBRA, Training, Financial Services, Health Insurance, Defined Contribution
Education
Bentley University 1986 — 1989
Bachelor of Science, Business Management
Western Connecticut State University 1984 — 1986
CGI May 2015 - Present
Deloitte August 2014 - April 2015
CGI December 2010 - August 2014
John Hancock Financial Services March 2013 - July 2014
John Hancock Financial Services 2013 - 2013
Autodata Solutions Company December 2008 - November 2010
IBM Canada Limited January 1998 - November 2008
Skills
Requirements Analysis, Solution Architecture, SDLC, SOA, Software Development, Architecture, Business Analysis, System Architecture, Integration, Java, Database Design, Requirements Gathering, Oracle, Enterprise Architecture, Web Services, SharePoint, Application Development, XML, Agile Methodologies, Enterprise Software, UML, Software Engineering, ESB, Software Design, Microsoft SQL Server, Team Leadership, IT Strategy, SQL, Java Enterprise Edition, Spring, Strategic Planning, IT Solutions, Data Center, Disaster Recovery, Architectures
Education
The University of Western Ontario 2004 — 2006
Masters, Software Engineering
DSCE (Bangalore University) 1992 — 1996
Bachelor, Civil Engineering
Bangalore University 1989 — 1992
Diploma, Civil Engineering; Business Writing
Northeast Bank April 2015 - Present
Admirals Bank May 2010 - December 2014
Capital Crossing 1999 - May 2010
Boston Capital 1998 - 1999
Realty Capital Advisors 1994 - 1997
Copley Real Estate Advisors 1986 - 1993
John Hancock Financial Services 1980 - 1985
Skills
Asset Management, Real Estate Economics, Due Diligence, Commercial Banking, Disposition, Banking, Loans, Financial Analysis, Investments, Commercial Lending, Portfolio Management, Mortgage Lending, Underwriting, Dispositions, Valuation, Real Estate
Education
Bentley University
BS, Accounting
Institute of Real Estate Management (IREM)
Certified Property Manager (CPM) designation
Lincoln Sudbury Regional High School
High School
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2011
John Hancock August 2008 - August 2009
MassMutual Financial Group July 2000 - July 2008
Skills
Internal Audit, Insurance, Financial Analysis, Internal Controls, Auditing, Risk Assessment, Sarbanes-Oxley Act, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
Master of Business Administration (MBA)
Westfield State College 1997 — 2000
BA
Follett School Solutions April 2012 - Present
Follett Software May 2011 - April 2012
Follett Software April 2010 - May 2011
Follett Digital Resources June 2006 - March 2010
Interactive Constructs, Inc. May 2004 - June 2006
Steelpoint Technologies September 2000 - May 2004
John Hancock Financial Services October 1997 - August 2000
Skills
Software Project..., Strategy Implementation, Project Management, Product Development, Strategic Partnerships, Cross-functional Team..., Enterprise Software, SDLC, Business Development, Agile Methodologies, Software Development, Management, P&L Management, Professional Services, Leadership, SaaS, Strategic Planning, New Business Development, Contract Negotiation, Forecasting, Product Management, Business Analysis, Business Intelligence, Cloud Computing, Vendor Management, Program Management, CRM
Education
The George Washington University - School of Business
MBA, Corporate Finance, International Business
Bentley University
BS, Management Science
Commonwealth of Massachusetts October 2011 - Present
John Hancock Financial Services August 2005 - March 2010
Lumber Mutual Insurance Company January 2001 - July 2005
FM Global (formerly Arkwright Mutual Insurance Company) 2000 - 2001
Arkwright Mutual Insurance Company 1986 - 2000
Laventhol and Horwath 1982 - 1986
Anstiss & Co., P.C. (formerly Anstiss & Kavanaugh CPAs) 1978 - 1982
Skills
Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Due Diligence, Auditing, Insurance, Forecasting, Mergers, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Budgets, Process Improvement, Analysis
Education
Bentley University
MSF, Finance
University of Massachusetts, Amherst
BBA, Accounting
Phillips Academy
Currently seeking an opportunity as an administrative office professional. March 2014 - Present
Burlington Volunteer Reserve Corps (MRC) April 2013 - February 2014
Liberty Mutual Group May 2008 - November 2010
John Hancock Financial Services January 2005 - April 2008
Veritude May 2004 - September 2004
The MITRE Corporation May 1998 - May 2004
Price Waterhouse Management Consultants August 1997 - May 1998
Siemens Medical Systems December 1995 - August 1997
Skills
Outlook, Project Management, PowerPoint, Management, Coaching, Microsoft Word, Microsoft Excel, Administrative..., Lotus Notes, Budgets, Office Administration, Attention to Detail, High Level Of Accuracy, Answering Telephones, Business Correspondence, Calendar Management, Customer Service, Communication, Interpersonal..., Document Management, Office Records..., Clerical Skills, Strong Writing and..., Transcription, Typing from Dictation, Ability to Work Both as..., Organizational Ability, Time Management Skills, Problem Solving Skills, Project Planning, Proofreading, QuickBooks, Knowledge of Medical..., Database Creation and..., Microsoft Access, Multitasking Ability, Meeting Coordination, Travel Arrangements, Meeting Planning, Expense Reports, Conference Call..., Website Maintenance, Document Repository..., Gregg Shorthand, Proficient Typing Skills, Presentations, Purchase Requisitions, Ordering Office Supplies, Excellent Follow..., Maintaining...
Education
Salem State University 1988 — 1992
B.S., Communications
Bentley University
Certificate, Paralegal Studies
Middlesex Community College
A.S., Office Education
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Baystate Financial Services April 2005 - Present
1717 Capital Management September 2000 - March 2005
John Hancock Financial Services November 1997 - September 2000
Education
Bentley University 2004 — 2005
MST, Taxation
Keene State University 1990 — 1995
BS, Business Management & Occupational Safety
Liberty Mutual Insurance July 2011 - Present
Liberty Mutual Insurance 2008 - Present
Liberty Mutual Insurance 2006 - 2008
John Hancock Financial Services 1994 - 2006
Skills
General Insurance, Insurance, Underwriting, Umbrella Insurance, Life Insurance, Property & Casualty..., Cold Calling, Sales, Marketing, Microsoft Office, Customer Service, Account Management, Leadership, Customer Retention, Term Life Insurance, Employee Benefits, Team Building
Education
Benedictine University
Master of Business Administration (M.B.A.), Marketing
Illinois State University
Bachelor's Degree, Business Administration, Minor in Economics
John Hancock Financial Services September 2014 - Present
American Tower September 2013 - May 2014
KPMG US January 2013 - March 2013
ClassWish.org June 2012 - August 2012
KPMG China July 2011 - August 2011
Skills
PowerPoint, Research, Microsoft Word, Microsoft Excel, Visio, OneSource, QuickBooks, Outlook, Auditing
Education
Bentley University 2012 — 2014
Master's Degree, Accounting
SUNY Binghamton 2008 — 2012
Bachelor of Science (BS), Accounting
O'Brien Management, LLC November 2014 - Present
Ned Davis Research November 2013 - November 2014
John Hancock Financial Services September 2012 - October 2013
John Hancock June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting
Boston College High School 2003 — 2007
Avery Dennison Retail Branding and Information Solutions June 2015 - Present
John Hancock Financial Services September 2014 - May 2015
Bentley University January 2013 - May 2015
Bentley University September 2011 - May 2015
Boston Biomedical Consultants September 2014 - December 2014
John Hancock Financial Services May 2014 - August 2014
Mazzeos Restaurant March 2010 - January 2014
Camp Half Moon June 2013 - August 2013
Skills
Leadership, Teamwork, Data Analysis, Public Speaking, Research, Facebook, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Statistics, Time Management, Customer Service, Outlook, Social Networking, Fundraising, Oracle, PeopleSoft
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Lorenzo de' Medici
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company September 1993 - April 2015
Skills
Series 63, Financial Services, Customer Service, Project Management, Retirement, Human Resources, Management, Leadership, 401k, Series 6, Insurance, Series 7, Mutual Funds, Retirement Planning, Pensions, Employee Benefits
Education
Brandeis University
Bachelor of Arts (B.A.), English and American Literature
Bentley College
Certification, Human Resources Management and Services
CFA Institute
Claritas(R) Investment Certification
John Hancock Financial Services June 2013 - Present
Bentley University January 2010 - May 2013
Epsilon June 2012 - August 2012
128 Business Council May 2011 - August 2011
Skills
Database Marketing, Deliverability, Project Delivery, Project Management, Data Analysis, Salesforce.com, Computer System..., Elicitation, Requirements Gathering, Requirements Analysis, Requirements..., Management, SharePoint
Education
Bentley University 2009 — 2013
Management, Computer Information Systems, Graduate
John Hancock Financial Services September 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial July 2012 - July 2014
Sun Life Financial June 2011 - August 2011
Ironshore Insurance May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, Peachtree, Networking, Actuarial Science, Insurance, Microsoft Office, Bloomberg, VBA, Pivot Tables, Actuarial Exams, Finance, Analysis
Education
Bentley University 2008 — 2012
Mathematics, Actuarial Sciences
Liberty Mutual Insurance June 2013 - Present
John Hancock Financial Services May 2013 - August 2013
John Hancock Financial Services May 2012 - August 2012
Saints Medical Center January 2011 - April 2012
Modell's Sporting Goods July 2009 - August 2010
Market Basket August 2006 - August 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Access, Social Media, Research, Actuarial Science
Education
Bentley University 2010 — 2014
Bachelor of Science, Actuarial Science
Chelmsford High School 2006 — 2010
High School Diploma, General Education
GE Capital July 2015 - Present
GE Capital October 2014 - July 2015
GE Capital July 2013 - September 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Applebee's International March 2010 - December 2011
John Hancock Financial Services July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Statistical Software, Risk Management, Applied Mathematics, Leadership, Capital Markets
Education
Baruch College 2009 — 2013
BBA, Finance, Applied Mathematics, 3.9
John Hancock Financial Services February 2007 - Present
Fidelity Investments December 2000 - February 2007
Skills
Series 63, Retirement, Financial Services, Retirement Planning, Wealth Management, Investments, Series 6, Mutual Funds, Alternative Investments, 401k, Asset Allocation
Education
Bates College 1995 — 1999
BS, Political Science and Government
Model Laboratory School 1992 — 1995
American Funds May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
John Hancock Financial Services July 2004 - November 2005
John Hancock Financial Services June 2002 - June 2004
Skills
Business development, Developing Effective..., Building Strategic..., Cross-Selling Multiple..., Territory Management &..., Major Account..., Excellent presentation..., Strong organizational..., Strong people and..., Sales Operations, Strategic Partnerships, Business Development, Inter-personal, Cross Selling, Territory Management, Organizational Structure, Sales, Sales Force Development, Mutual Funds
Education
Bentley University 1998 — 2002
BS, Finance
Ameriprise Financial Services, Inc. July 2011 - Present
Citizens Bank October 2007 - July 2011
Boston Financial Data Services 2005 - 2007
John Hancock Financial Services June 2003 - August 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, FINRA, Financial Services, Investments, Uniform Combined State..., Series 6, Series 24, Fixed Annuities, Banking, 401k, Process Improvement, Management, Trading
Education
Bridgewater State University 2000 — 2002
Communications Studies, Speech Communication and Rhetoric
Becker College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
J.P. Morgan July 2014 - Present
J.P. Morgan March 2013 - January 2015
Euphorek Ada, Bollywood Dance Troupe December 2010 - July 2014
Kumon North America, Inc. June 2008 - July 2013
Geller & Company December 2012 - April 2013
John Hancock Financial Services September 2012 - December 2012
Immigrant Center for Empowerment and Training February 2010 - September 2012
Baruch College September 2011 - May 2012
Skills
Investments, Financial Modeling, Marketing Strategy, Public Speaking, Strategic Financial..., Program Management, Budgets, Management, Microsoft Excel, Training, Analysis, Accounting, Strategic Planning, Economics, Leadership, Financial Planning, Social Media, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, Zicklin School of Business 2010 — 2014
Bachelor of Science, Finance; Sociology
Townsend Harris High School 2006 — 2010
John Hancock Financial Services June 2014 - Present
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Cum Laude
Xavier High School
EY August 2015 - Present
Bentley University September 2011 - July 2015
Bentley University August 2013 - May 2015
John Hancock Financial Services May 2014 - August 2014
Abercrombie & Fitch February 2010 - January 2014
Bentley University June 2012 - June 2012
Skills
Leadership, Customer Service, Time Management, Public Speaking, Works well in a team, Java, Staff Development, Networking, Social Networking, Relational Databases, Oracle PL/SQL..., Access, Enterprise Architecture, System Architecture, Facebook
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems Major; Management Minor
Bentley University
Dana-Farber Cancer Institute in affiliation with South Shore Hospital January 2015 - Present
Steward Health Care July 2014 - December 2014
Saint Elizabeth Hospital, Inc. December 2013 - October 2014
Massachusetts Eye and 2007 - 2011
mass eye and ear infirmary 2006 - 2011
Nielsen Eye Center 2003 - 2006
John Hancock Financial Services 2002 - 2003
Skills
Extensive healthcare..., Experienced in all..., EMR and practice...
Education
Quincy College 2012 — 2013
Billing and Coding Certificate Porgram, Medical Billing and Coding, cum laude
Bay State College 1992 — 1994
Associates, Travel And Tourism
Bay State College
A.A
Quincy College
undisclosed May 2014 - Present
Beacon Health Strategies June 2013 - March 2014
Dell 2005 - 2012
Dell Inc 1999 - 2005
State Street Global Advisors 1998 - 1999
John Hancock Financial Services 1993 - 1997
Various businesses 1980 - 1991
Education
Thunderbird School of Global Management
MBA, Finance, General
Florida International University
MA, Teaching English as a Second Language
Bates College
Bachelor's degree, History
Boston Latin
Delegate Advisors March 2014 - Present
TOSHIBA Global Commerce Solutions, Inc September 2013 - November 2013
Red Hat May 2008 - August 2011
Investors Bank & Trust (State Street) November 2000 - August 2007
John Hancock Financial Services 1999 - 2000
Haggett Longobardi 1993 - 1999
Skills
Oracle Financials, Corporate Accounting, General Ledger, Fixed Asset Accounting, Intangible Assets, Team Leadership, Financial Accounting, Financial Consolidations, Building Strong Teams, Fixed Assets, Technical Accounting, Organization Skills, Accounting, Accounts Payable, Corporate Finance
Education
Suffolk University - Sawyer School of Management 1999 — 2004
MBA, Finance concentration
Bentley College 1988 — 1992
Bachelor of Science, Accounting
IFLScience August 2014 - Present
TGP Associates March 2012 - August 2014
Acotel March 2011 - February 2012
John Hancock Financial Services September 2010 - February 2011
Skills
Project Management, Advertising Operations, Display Advertising, Mobile Advertising, Business Intelligence, Management, Statistics, Microsoft Excel, Risk Analysis, Data Analysis, E-commerce, Microsoft Office, WordPress, Actuarial Science, Social Networking, Databases, Social Media Marketing, Mathematics, Business Requirements, Project Planning, SEO, SQL, Market Research, Tableau, Data Visualization, Requirements Gathering, KPI Dashboards, Website Development, Risk Assessment, Forensic Analysis, User Acceptance Testing, Regression Testing, Usability Testing, Document Management, Gap Analysis, Visio, User Experience Testing, KPI Reports, Client Development, Predictive Modeling, Operations Management, Strategic Insights, Social Media, Online Advertising
Education
Baruch - Zicklin School of Business - MBA Program 2014 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General
Baruch College 2007 — 2011
Bachelor of Arts (BA), Actuarial Science
staten island tech
McGladrey June 2015 - August 2015
John Hancock Financial Services May 2014 - August 2014
Rhode Island Novelty June 2013 - August 2013
Skills
Excel, Microsoft Office, PowerPoint, Word, Microsoft Excel, Accounting, Economics
Education
Bentley University 2011 — 2015
Bachelor's degree, Accounting
John Hancock Financial Services October 2011 - Present
MassMutual Financial Group December 2005 - October 2011
MassMutual September 2003 - December 2005
MassMutual July 2002 - September 2003
Morgan Stanley October 1998 - June 2002
Skills
Retirement, Pensions, Life Insurance, Defined Contribution, Leadership, Training, Management, Marketing, Sales, New Business Development, Mutual Funds, Financial Services, Insurance, Employee Benefits, Investments, 401k, Strategic Financial..., Retirement Planning, Customer Service, Process Improvement, Wealth Management, Relationship Management, Business, Wealth Management..., Defined Benefit, Series 7, ERISA, Series 6, Financial Planning
Education
Bay Path College 2009 — 2012
Masters, Communications and Information Technology
College of Our Lady of the Elms 2000 — 2004
Bachelor of Science, Business Management
John Hancock Financial Services 2007 - Present
Sun Life Financial 1993 - 2006
Deloitte and Touche 1998 - 2003
Internal Revenue Service 1984 - 1988
Education
Bentley University 1986 — 1990
Masters of Science in Taxation
Boston University 1980 — 1984
Bachelor of Science in Business Administration (B.S.B.A), Accounting
John Hancock Financial Services June 2015 - Present
Bailey Murphy + Scarano May 2014 - July 2014
Belmont Savings Bank January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Web Design, Teamwork, Time Management, PowerPoint, Customer Service, Social Media, Facebook, Financial Analysis, Leadership
Education
Bentley University 2011 — 2015
Candidate for B.S., Corporate Accounting and Finance
Copenhagen Business School 2013 — 2013
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services June 2014 - August 2014
Skills
Time Management, Organization, Leadership, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Customer Service, Facebook, Microsoft Word, Public Speaking, Research, Social Media, Teamwork, Social Networking
Education
Bentley University 2013 — 2017
Duxbury High School 2009 — 2013
John Hancock Financial Services August 2015 - Present
Pearson August 2010 - August 2015
Quorum Business Solutions January 2008 - June 2010
Bank of New York Mellon August 2006 - September 2007
Skills
Financial Analysis, Financial Reporting, Business Objects, Finance, Account Reconciliation, Accounting, Accruals, SAP, Outlook, Microsoft Excel, Hyperion Enterprise, Financial Statements, Analysis, Excel, Hyperion, Oracle Reports, Oracle Database, Oracle Applications, Oracle Discoverer, Oracle HR, Smartview, Business Partner Support, Business Units, Program Management, Time Management, Variance Analysis, Variance Explanations, Expense Budget..., Operating Expenses
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance
Shire Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals August 2012 - March 2015
John Hancock Financial Services April 2012 - August 2012
Control Solutions International February 2011 - December 2011
Nokia May 2010 - November 2010
Fidelity Investments November 2003 - December 2008
Fidelity Investments March 2000 - October 2003
Fidelity Investments March 1998 - March 2000
Fidelity Investments February 1996 - March 1998
J.P. Morgan 1994 - 1996
Skills
Recruiting, Applicant Tracking..., Workforce Planning, Project Management, Talent Acquisition, Management, Relationship Management, Human Resources, Sourcing, Interviews, Performance Management, Talent Management, Employee Relations, Onboarding
Education
Bentley University
HR Management Certificate, Human Resources Management and Services
Southern New Hampshire University
State Street June 2012 - Present
Boston Red Sox April 2011 - Present
John Hancock Financial Services April 2011 - June 2012
Skills
Bloomberg, Financial Services, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Financial Analysis, Asset Management, Financial Modeling, Analysis, Accounting, Finance, Financial Markets, World-Check, LexisNexis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Risk, Outlook, Risk Management, Social Media
Education
Bentley University 2006 — 2010
Bachelor's degree, Finance
John Hancock Financial Services November 2013 - Present
John Hancock Financial Services August 2010 - November 2013
John Hancock Financial Services October 2006 - August 2010
PricewaterhouseCoopers July 2003 - October 2006
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, GAAP, Auditing, IFRS, Sarbanes-Oxley
Education
Bentley University 2003 — 2009
MBA, Management
Bucknell University 1999 — 2003
BSBA, Accounting
Super Sitters! / Another Set of Hands April 2014 - Present
JM Realtors/Keller Williams/ERA Reality/Re-Max February 1998 - Present
Learn and Go Places February 2003 - June 2015
The Training Associates August 2011 - April 2015
John Hancock Financial Services February 1985 - February 1997
Osco Drug June 1984 - February 1985
Skills
Program Management, Training Delivery, Leadership Development, Strategic Planning, Training, Instructor-led Training, Organizational...
Education
Bentley University
B.S. Marketing Management, A.S. Accounting
Bentley
Income Research + Management October 2015 - Present
John Hancock Financial Services July 2013 - Present
Hughey Center for Financial Services May 2012 - June 2013
University Intramural Staff September 2010 - April 2013
Ironwood Capital January 2012 - August 2012
Griffin Bolt LLC May 2011 - September 2011
Skills
Investments, Bloomberg, Valuation, Fixed Income, Equities, Portfolio Management, Private Equity, Finance, Asset Management, Analysis, Mutual Funds, Trading, Accounting, Financial Modeling
Education
Bentley University 2009 — 2013
Economics and Finance
State Street March 2015 - Present
John Hancock Financial Services April 1990 - December 2013
Routhier Legal Personnel June 1988 - April 1990
Skills
Auditing, CISA, Internal Audit, Project Management, Risk Assessment, Internal Controls, Sarbanes-Oxley Act, Model Audit Rule, Control Systems Design, Business Process..., Audit Reports, Issue Management, Issue Resolution, Process Consulting, Ad Hoc Reporting, Reporting & Analysis, Issue Follow up, External Audit, IT Audit, GAAP, Financial Services, Financial Analysis, Accounting
Education
Bentley University 1984 — 1988
Bachelor of Science (B.S.), Accountancy
Raytheon - Zumwalt Progams April 2011 - Present
Raytheon - International Patriot Programs April 2009 - April 2011
STF Productions 2008 - 2008
John Hancock Financial Services May 2005 - March 2007
Bedford Falls Production Company 2007 - 2007
Skills
Strategic Financial..., Forecasting, Financial Analysis, Motivated self-starter, Microsoft Excel, Time Management, Earned Value Management, Program Management, Risk Management, Financial Modeling, Security Clearance, Six Sigma
Education
Bentley College 2002 — 2006
Bachelor's degree, Finance, General
DBC Pri-Med, LLC March 2014 - Present
Robert Half Technology November 2013 - March 2014
athenahealth May 2013 - September 2013
Thermo Fisher Scientific January 2013 - May 2013
Thermo Fisher Scientific February 2012 - December 2012
Thermo Fisher Scientific August 2011 - February 2012
Thermo Fisher Scientific February 2011 - August 2011
Thermo Fisher Scientific August 2010 - February 2011
Bentley University September 2008 - May 2010
John Hancock Financial Services January 2008 - August 2009
Skills
SharePoint, SharePoint Designer, Service Catalog, Microsoft Office 2007, Visio, MS Project, PowerPoint, Excel, Word, Outlook, Administration, Microsoft Excel, SQL, Linux, RedHat, Help Desk Support, Technical Writing, Business Analysis, Business Process...
Education
Bentley University 2006 — 2010
Business, Computer Information System
The University of Hong Kong 2009 — 2010
Studied Abroad - Business & Technology
University of Massachusetts, Amherst 2006 — 2006
Boston Latin School 2000 — 2006
John Hancock Financial Services September 2006 - Present
Skills
Microsoft Excel, Research, Outlook, HTML, Visual Basic, What-if Analysis, Vlookup, Database Management...
Education
Bay State College 2014 — 2016
Bachelor's degree, Information Technology
Eastern Nazarene College 2010 — 2012
Bachelor's degree, Business Administration, Management and Operations
PwC August 2015 - Present
John Hancock Financial Services June 2013 - August 2013
State Street June 2012 - August 2012
Education
Bentley University 2014 — 2015
Master of Science, Accountancy
Bentley University 2010 — 2014
Bachelor of Science, Accountancy
Notre Dame Academy, Hingham MA 2006 — 2010
Bentley University May 2013 - Present
Penang Restaurant February 2013 - May 2013
John Hancock Financial Services July 2012 - August 2012
John Hancock Financial Services July 2011 - August 2011
Skills
Microsoft Office, Photoshop, Facebook, Twitter, LinkedIn, Lotus Notes, Marketing Research, Retail Marketing
Education
Bentley University 2012 — 2016
John Hancock Financial Services June 2015 - Present
Sutro Biopharma, Inc. May 2014 - August 2014
BaubleBar Inc. June 2013 - August 2013
Shopience May 2012 - September 2012
Appelblom Jewelry, Co June 2012 - August 2012
Safrin Clinical Research 2010 - 2012
Skills
Finance, Outlook, Microsoft Excel, People Skills, PowerPoint, Problem Solving, Public Relations, conversational French, Organizing, Accounting, Process Modeling, SAP, Bloomberg, Microsoft Word, Social Media Advertising, Social Media Blogging, Project Planning, Event Management, Event Planning
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Budapesti Corvinus Egyetem 2013 — 2013
International Finance, Corporate Finance, Hungarian History, Hungarian Language
Lick-Wilmerding High School 2007 — 2011
John Hancock Financial Services June 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - May 2013
AP Installations Inc June 2007 - May 2012
AJ Tomaiolo's Italian Restaurant September 2008 - August 2009
Skills
Series 7, Series 66, Morningstar, Factset, Bloomberg Terminal, Excel, Word, PowerPoint, Uniform Combined State..., Microsoft Excel, Analysis, Mutual Funds, Portfolio Management, Financial Analysis, Finance, Investments, Strategic Financial..., Bloomberg, Economics, Series 63, Microsoft Word, Financial Modeling
Education
Bentley University 2009 — 2013
Bachelors of Science
Shrewsbury High School
AAA Oregon/ Idaho October 2010 - January 2012
Horace Mann 2012 - 2012
WFG/ Aegon April 1996 - February 2011
Synergy Group April 2006 - July 2008
Countrywide Insurance Group 2008 - 2008
National Lending Corporation September 2002 - April 2006
John Hancock Financial Services May 1994 - April 1996
Skills
New Business Development, Insurance, Sales, Business Development, Sales Management, Negotiation, Team Building, Strategic Planning, Strategy, Finance, SEO, Business Planning, Program Management, Customer Service, Team Leadership, Marketing, Disability Insurance, Leadership Development, Business Analysis, Fixed Annuities
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BA, International Marketing
CollegeWeekLive August 2015 - Present
Staples Advantage June 2015 - August 2015
The Kraft Group June 2014 - August 2014
John Hancock Financial Services May 2013 - August 2013
The Original Penguin June 2012 - August 2012
Skills
Sports, Microsoft Excel, PowerPoint, Teamwork, Public Speaking, Customer Service, Social Media, Organization, Event Planning, Leadership, Facebook, Sports Marketing, Observational, Communication, Salesforce.com
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Marketing, Minors in Psychology and Sports Business Management
Mount Saint Charles Academy 2007 — 2011
Aon Hewitt July 2014 - Present
John Hancock Financial Services May 2013 - August 2013
Highmark May 2012 - August 2012
Skills
Microsoft Excel, SAS, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Social Media, Access, Facebook, VBA, SQL
Education
Bentley University 2010 — 2014
Bachelor of Science, Actuarial Science, Finance, 3.62/4.00
John Hancock Financial Services November 1992 - November 2011
Hill, Holliday February 1988 - November 1992
Skills
Sponsorship, Event Management, Event Planning, Marketing Strategy, Customer Relations, Advertising, Negotiation, Strategic Planning, Purchasing, Customer Service, Project Management, Social Media, Marketing, Management, Account Management, Brand Development, Brand Management, Corporate Events, Digital Marketing, Direct Marketing, Email Marketing, Fundraising, Integrated Marketing, Leadership, Marketing Communications, Market Research, Online Advertising, New Business Development, Marketing Management, Relationship Marketing, Project Planning, Online Marketing, Sports, Social Media Marketing, Sales, Strategy, Sports Marketing
Education
Bay Path University 2014 — 2017
Bachelor’s Degree, Marketing/Marketing Management, General
Aquinas Jr. College, Newton, MA 1979 — 1981
Associate, Business
Middlesex Community College
Global Data Systems February 2014 - June 2015
Battelle Memorial Institute September 2005 - January 2012
Morgan Stanley June 1997 - June 2005
John Hancock Financial Services 1993 - 1997
Skills
Vendor Management, Disaster Recovery, IT Management, Business Continuity, Security, Project Management, Change Management, IT Service Management, IT Strategy, Project Planning, Data Center, SharePoint, Integration, Leadership, Management, ITIL, Business Analysis
Education
Bentley University 1990 — 1993
Bachelor of Science, Finance
VWR June 2015 - Present
Thermo Fisher Scientific October 2012 - June 2015
Advantage Sales & Marketing January 2010 - June 2015
Enterprise Rent-A-Car August 2013 - December 2013
Target October 2009 - January 2010
John Hancock Financial Services July 2008 - August 2008
Skills
In-store Marketing, Brand Management, Merchandising, Market Planning, Customer Insight, Field Marketing, Retail, Brand Awareness, Marketing Strategy, Marketing, Retail Marketing, Product Marketing, Pharmacy Technicians, Office Administration, Data Entry, Computer Proficiency, Microsoft Office, POS, Integrated Management..., Internet
Education
Roxbury Community College 2010 — 2013
Associates degree, Business Management, 2.7
Benjamin Franklin Institute of Technology 2008 — 2009
Certificate, Pharmacy technology
Consulate General of Canada June 2015 - Present
Bentley University October 2013 - Present
Bentley Asian Student Association September 2013 - Present
ALANA Experience 2012 - Present
John Hancock Financial Services May 2014 - August 2014
Bentley Asian Student Association October 2012 - October 2013
Phonathon Program August 2012 - September 2013
China City, Inc 2009 - 2011
Skills
PowerPoint, Teamwork, Microsoft Excel, Marketing, Outlook, Microsoft Office, Budgets, Customer Service, HTML, Spanish, Research, Facebook
Education
Bentley University 2012 — 2016
Bachelor's degree, Marketing, Liberal Studies Major in Global Perspectives
Universidad Pablo de Olavide 2015 — 2015
Spanish Language and Literature, 3.4 GPA
Winchester High School 2008 — 2012
High School Diploma
John Hancock Financial Services March 2014 - Present
GE Healthcare October 2010 - March 2014
Fenway Community Health May 2008 - October 2010
ECG Management Consultants August 2003 - April 2008
Watson Wyatt October 2000 - May 2003
Skills
Healthcare Information..., Project Management, Visio, Risk Assessment, Requirements Gathering, Process Improvement, Strategic Planning, Data Analysis, SDLC, Software Project..., Project Planning, Vendor Management, SQL, SharePoint, Enterprise Architecture, Servers, Virtualization, Storage, Disaster Recovery, IT Strategy, Integration, Management, Business Analysis, Technical Support, Networking, Cross-functional Team..., Leadership, Firewalls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master of Science, Information Technology
Connecticut College 1995 — 2000
Bachelor of Arts, Environmental Science and Anthropology
Trusteer, an IBM Company January 2012 - Present
Acquia, Inc June 2011 - January 2012
Salary.com October 2009 - June 2011
Salary.com December 2007 - September 2009
John Hancock Financial Services November 2006 - November 2007
Enterprise Rent-A-Car November 2005 - November 2006
Skills
Salesforce.com, SaaS, Cold Calling, Sales, Lead Generation, Enterprise Software, Direct Sales, Account Management, Strategic Partnerships, Sales Operations, Management, Marketing, Cloud Computing, Sales Process, New Business Development, Solution Selling
Education
Bates College 2001 — 2005
Economics, Sociology
Temple University, Rome, Italy 2003 — 2004
Economics
Fresenius Medical Care October 2011 - December 2013
Commonwealth of Massachusetts August 2011 - September 2011
Brown Brothers Harriman May 2008 - March 2010
State Street Corporation January 2006 - May 2008
Tufts University September 2005 - November 2005
Valid8.com November 2004 - May 2005
Fujitsu Consulting September 2004 - October 2004
Fidelity Investments December 2003 - February 2004
American Student Assistance June 2003 - November 2003
John Hancock Financial Services October 1999 - July 2002
Skills
SDLC, Requirements Analysis, SQL, Unix, Project Management, Business Analysis, Microsoft Office, Visio, Integration, Software Project..., Analysis, Business Process, Microsoft SQL Server, Quality Center, Process Improvement, Systems Analysis, BMC Remedy, Technical Documentation, MS Project, Confluence, Production Support, Lotus Notes, System Deployment, Software Implementation, CMM, Oracle SQL, ClearQuest, Relational Databases, Sybase, Jasper Reports, Management, Databases
Education
University of Massachusetts Boston 2008 — 2008
Practical Project Management Certificate
Suffolk University - Sawyer Business School 2007 — 2007
MAPS Program
Boston University 2002 — 2002
Certificate, Oracle and Microsoft Solutions Developer
Bentley University 1993 — 1997
Bachelor of Science, Computer Information Systems
Merrimack College
Securian Financial Group February 2015 - Present
John Hancock Financial Services August 2011 - February 2015
HomeAway.com July 2009 - August 2011
Bazaarvoice April 2009 - January 2010
ING April 2008 - April 2009
Citibank December 2003 - April 2008
Skills
French, Spanish, Italian, Slovak, Public Speaking, Series 6, Series 63, 63 Licensed, FINRA Series 6, 401k, Retirement Plan..., Retirement Planning, Insurance, Salesforce.com, PeopleSoft, International Sales, Banking, Life and Health..., Life and Health..., Mandarin, E-commerce, Leadership, Training, Management, Financial Services, Finance, Sales, Investments, Mutual Funds, Retirement, Portfolio Management, Online Marketing, 63 Licenses, Presentation Skills, Analytics, Credit, German
Education
University of California, Berkeley 1994 — 2000
Bachelor of Arts (BA), International Relations, German
Beijing Language and Culture University 1997 — 1998
Language Proficiency Certificate, Mandarin
John Hancock Financial Services July 2007 - January 2010
Cognos 2004 - 2007
BNY Mellon 2003 - 2006
Putnam Investments 1998 - 2001
Skills
Risk Management, Business Intelligence, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Auditing, Analytics, Enterprise Risk...
Education
Bentley University 1994 — 1998
John Hancock Signature Services, Inc. June 2014 - Present
John Hancock Financial Services June 2013 - June 2014
John Hancock Investments July 2010 - June 2013
John Hancock Investments November 2004 - July 2010
John Hancock Signature Services, Inc. September 2000 - November 2004
AOL Time Warner (formerly Little Brown Co.) April 1999 - September 2000
State Street (formerly IBT) August 1998 - April 1999
Skills
General Ledger, Account Reconciliation, Accounting, Accruals, Journal Entries, Cash, Spreadsheets, Asset Allocation, Expenses, Financial Analysis, Financial Reporting, Fixed Assets, Financial Accounting, Fund Accounting, Due Diligence, Auditing
Education
Bentley University 1994 — 1998
BS, Finance
Raytheon February 2009 - Present
RDVO August 2007 - February 2009
John Hancock Financial Services June 2006 - August 2007
Catering on the Charles May 2003 - May 2007
Skills
User Experience, Usability Testing, User Interface Design, Information Architecture, User Research, Persona, User Interface, Usability, Interaction Design, User-centered Design, Heuristic Evaluation, Human Factors, Task Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Human Factors in Information Design
Boston University 2001 — 2005
BA, Philosophy, History
Manulife February 2015 - Present
Manulife Financial October 2011 - February 2015
John Hancock Financial Services September 2006 - October 2011
BISYS September 2005 - September 2006
State Street January 2005 - September 2005
Skills
Derivatives, Analysis, Dodd-Frank, Settlement, Investments, Collateral Management, Financial Modeling, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Trading, Financial Risk, Trading Systems, FX Options, Financial Markets, Middle Office, Securities, Series 7, Market Risk, Corporate Actions, Hedging, Financial Services, Bonds, Mutual Funds, Options, Risk Management
Education
Bentley University 2002 — 2004
Bachelor's, Finance
John Hancock Financial Services May 2015 - Present
John Hancock November 2012 - Present
John Hancock Financial Services June 2009 - November 2012
John Hancock Financial Services June 2006 - June 2009
Skills
SDLC, Disaster Recovery, Vendor Management, Process Improvement, Mainframe, PMP, Strategic Planning, Business Analysis, Business Process..., Cross-functional Team..., Enterprise Architecture, IT Strategy, Integration, Management, PMO, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Software Project..., Strategy, Visio
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Bentley University 1996 — 2000
Master of Business Administration (MBA), Business and Technology
High School 1992 — 1996
Environmental Health Testing October 2010 - Present
The Animal Rescue Connection January 2010 - Present
Fusion Productions April 2006 - October 2010
John Hancock Financial Services 2004 - March 2006
John Hancock 1999 - 2004
Skills
Strategic Planning, SDLC, Requirements Gathering, Visio, Project Management, Business Analysis, Process Improvement, Program Management, Customer Service, Leadership, Change Management, Business Development, Management, Software Documentation, MS Project, Marketing
Education
Bentley University 1995 — 1999
Bachelor's, Computer Information Systems
John Hancock Financial Services September 2013 - Present
John Hancock Financial Services January 2003 - September 2013
John Hancock Financial Services June 1998 - January 2003
Skills
SDLC, Process Improvement, Insurance, Microsoft Excel, Visio, Vendor Management, Analysis, Requirements Analysis, Access, Software Documentation, Business Process..., SharePoint, PowerPoint, Disaster Recovery, Business Process, Data Analysis, SQL, Integration, IT Strategy, Systems Analysis
Education
Bentley University 2000 — 2001
Master of Science (MS), Computer and Information Sciences and Support Services
Northeastern University 1993 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Partners HealthCare September 2013 - Present
Partners HealthCare October 2012 - August 2013
JOHN HANCOCK FINANCIAL SERVICES September 1984 - November 2011
Arthur D. Little June 1981 - September 1984
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Mergers, Risk Management, Insurance, Financial Services, Financial Reporting, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Management, Business Analysis, Finance, Cross-functional Team..., Leadership, Managerial Finance, Budgets, Pricing, Internal Audit, Analytics, Strategy, Executive Management, Due Diligence, Forecasting, Employee Benefits, Portfolio Management, Analysis, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 1982 — 1986
MBA, Finance, Graduated First in Class
Bates College 1977 — 1981
BA, Economics, Magna Cum Laude
YMCA Southcoast May 2013 - Present
YMCA Southcoast October 2011 - Present
YMCA Southcoast October 2011 - Present
YMCA Southcoast November 2010 - Present
Independent Contractor 2009 - 2013
Southern Living at Home April 2006 - December 2009
Navy-Marine Corps Relief Society May 1999 - May 2000
Bath and Body Works July 1997 - November 1998
Liberty Mutual Insurance June 1995 - September 1996
John Hancock Financial Services 1994 - 1995
Skills
Marketing Strategy, Strategic Planning, Product Development, Sales Management, Marketing, Customer Service, Retail, New Business Development, Negotiation, Advertising, Sales, Team Building, Coaching, Public Speaking, Yoga, Community Outreach, Event Planning, Fundraising, Leadership, Management, Nonprofits, Program Development
Education
Bates College 1990 — 1994
Bachelor of Arts (B.A.), Speech Communication and Rhetoric, Dean's List
Y of the USA
CenteredBeing 2009 — 2012
Master Trainer, Mind/Body Wellness Coach
YogaFit RYT Program 2009 — 2011
Certificate, Registered Yoga Teacher
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
Independent May 2013 - Present
Home March 2006 - Present
Tru Salon + Spa November 2013 - July 2014
Soma Intimates 2008 - 2012
Brigham and Women's Hospital 2005 - 2006
Commonwealth Hematology Oncology 2003 - 2005
CCO investments 2001 - 2003
John Hancock Financial Services 1996 - 1999
Skills
Microsoft Office, Team Leadership, Strategic Communications, Hair Care, Internal Audit, Makeup Artistry, Microsoft Word, PowerPoint, Styling, Public Speaking, Beauty Industry, Microsoft Excel, Social Media, Data Entry, Fashion Shows, Waxing, Makeovers, Skin Care, Stylists, Customer Service, Event Planning, Training, Retail, Social Networking
Education
The Salon Professional Academy-New Jersey 2012 — 2013
Cosmetology, Cosmetology/Cosmetologist, General
Bentley University 1995 — 1997
Raritan Valley Community College
John Hancock Financial Services January 2015 - Present
Liberty Mutual Insurance August 2011 - December 2014
Liberty Mutual Insurance August 2008 - August 2011
Coverys May 2006 - August 2008
New York Life June 2003 - May 2006
Skills
SharePoint, Data Analysis, Commercial Insurance, Property & Casualty..., Individual Life, Professional Liability, Underwriting, Market Conduct, Regulatory Analysis, Rating, Insurance Policies, Legal Compliance, Microsoft Office, Workers Compensation
Education
Bentley University
Bachelor of Science, Information Design and Corporate Communications
Boston Latin School
JuicePlus+ July 2001 - Present
The Extra Hand June 2001 - Present
St Andrew Parish May 2008 - June 2011
John Hancock Financial Services 2001 - 2002
Keyport LIfe Insurance 1994 - 2001
S D Warren 1987 - 1992
Skills
Dreamweaver, HTML, CSS, Photoshop, Customer Service, Wellness, Software Documentation, Healthcare, Team Leadership, Microsoft Office, Microsoft Excel, Management, PowerPoint, Leadership Development, Entrepreneurship, Process Improvement, Business Planning, Social Media, Change Management, Program Management, Training, Operations Management, Customer Satisfaction
Education
Middlesex Community College 2012 — 2013
Website Design Certification, Web
Bentley University 1980 — 1983
BS, Economics/Finance
NWN Corporation March 2015 - Present
NWN Corporation October 2011 - March 2015
NWN Corporation January 2011 - October 2011
Ropes & Gray LLP September 2008 - January 2011
Ropes & Gray LLP March 2006 - September 2008
Ropes & Gray LLP December 2005 - March 2006
Ropes & Gray LLP February 2004 - December 2005
RMS McGladrey January 2003 - December 2003
John Hancock Financial Services June 2001 - January 2003
Skills
Process Improvement, Project Management, Knowledge Management, Technical Support, Vendor Management, IT Management, PMP, Program Management, Business Analysis, Integration
Education
Bentley University 1998 — 2002
Bachelor of Science, Computer Information Systems
Bentley University
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
Commonwealth Financial Network August 2011 - Present
John Hancock Financial Services May 2011 - August 2011
Liberty Mutual Insurance September 2010 - May 2011
Liberty Mutual Insurance July 2007 - September 2010
Skills
Internal Audit, Auditing, Risk Assessment, Insurance, Business Process..., Internal Controls, Audit, Risk Management, Risk Mitigation, Broker-Dealer, Financial Services, Risk Based Audits
Education
Bentley University 2003 — 2007
Bachelor of Science, Accountancy
RMIT University 2006 — 2006
Bachelor of Science, Accountancy
John Hancock Financial Services Senior Software EngineerJohn Hancock Advisors, LLC1997 - Present
Burndy 1988 - 1992
Education
Bentley University 1984 — 1988
BS, Computer Information Systems
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - June 2013
John Hancock August 2008 - June 2012
University of Notre Dame September 2007 - May 2008
PwC August 2004 - August 2007
Skills
Employee Benefits, Human Resources, Talent Management, Performance Management, Leadership, Onboarding, Organizational Design, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Employee Relations, Succession Planning, HRIS, Applicant Tracking...
Education
Northeastern University 2009 — 2010
Graduate Certificate, Human Resources Management
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
John Hancock Financial Services July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - July 2013
John Hancock 2006 - 2011
John Hancock May 2006 - November 2006
John Hancock Financial Services February 2005 - May 2006
The Hartford June 2003 - February 2005
AHL Worcester Ice Cats 2002 - 2003
Skills
Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, Insurance, Variable Annuities, Fixed Annuities, Project Management, Vantage-One, Series 63, Project Charter, Salesforce.com, Salesforce.com..., Salesforce Training
Education
Becker College 1999 — 2003
Bachelor of Science (B.S.), Business (Concentration in Sports Management)
Cubist Pharmaceuticals July 2014 - Present
State Street July 2010 - June 2014
State Street November 2006 - July 2010
State Street June 2005 - November 2006
State Street October 2003 - June 2005
State Street April 2001 - October 2003
State Street February 2000 - April 2001
State Street June 1999 - February 2000
State Street October 1997 - June 1999
John Hancock Financial Services June 1996 - October 1997
Skills
Bloomberg, Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Staff Mentoring, Staff Development, International Business..., Financial Accounting, Accounting, Capital Markets, Corporate Finance, Equities, Fund Accounting, Finance, Fixed Income, Financial Services, Banking, Sarbanes-Oxley Act, Securities, Auditing, Analysis, Internal Audit, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance
Rollins College 1992 — 1996
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services August 2014 - Present
Axiom March 2012 - August 2014
Dechert LLP 2006 - 2009
Education
Harvard Law School 2010 — 2011
Master of Laws (LL.M.)
Boston University School of Law 2003 — 2006
J.D., magna cum laude
Bard College 1998 — 2002
Bachelor of Arts (B.A.), Literature and Creative Writing
John Hancock Financial Services August 2013 - Present
Springboard February 2012 - April 2013
American Consumer Credit Counseling December 2008 - February 2012
American Consumer Credit Counseling 2006 - 2011
PFPC 1999 - 2006
PFPC 1999 - 2006
Technical Aid Corparation 1984 - 1999
Skills
Multi-state Payroll..., Reverse mortgage..., Housing Counseling, Customer Service, Customer Relations, Excel, Microsoft Office, Budgeting, Credit Counseling, Management, Reverse Mortgages, Microsoft Excel, Budgets, Staffing Services, Business Development, Payroll, Talent Acquisition, Applicant Tracking..., Temporary Placement, Recruiting, Temporary Staffing, Training, Leadership, Employee Relations, Coaching, Human Resources, Interviews, Technical Recruiting, CRM, Team Building, Onboarding, Sales, Contract Recruitment, Outlook, Cold Calling, Employee Benefits, Strategic Planning, Compensation Structures, College Recruiting, Social Networking, Salesforce.com, Internet Recruiting, Process Improvement, Vendor Management, Resume Writing, Analysis
Education
Bentley University 1981 — 2012
Marketing
Morehouse College 1979 — 1983
Marketing
Newton South 1976 — 1979
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Commonwealth Financial Network February 2014 - Present
UMass Medical School September 2013 - February 2014
Fidelity Investments 2001 - 2013
John Hancock Financial Services 1998 - 2001
Electric Insurance Company 1995 - 1998
Skills
Project Management, Program Management, Technical Leadership, Software Engineering, Change Management, Release Management, Business Process..., Resource Management, Cross-functional Team..., Customer Service, Financial Services, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Risk Management, Fixed Income, Mutual Funds, Financial Analysis, Process Improvement, Agile Methodologies
Education
Rensselaer Polytechnic Institute
Computer and Information Sciences and Support Services
Bentley University
Master of Business Administration (MBA), Management Information Systems, General
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
UTC Aerospace Systems March 2011 - Present
UMass Medical School April 2010 - March 2011
The Hanover Insurance Group 2010 - 2010
Fidelity Investments September 2006 - February 2009
UMass Medical School February 2006 - May 2006
Fidelity Investments March 2000 - December 2005
John Hancock Financial Services 1995 - 2000
Education
Bay Path College 2013 — 2016
Business Administration and Management, General
Simmons College 1993 — 1995
Business Administration
SAP June 2014 - Present
B2W Software June 2012 - August 2014
John Hancock Financial Services September 2010 - June 2012
Axa Equitable September 2009 - September 2010
Skills
Salesforce.com, Sales, Business Development, Series 63, CRM, Account Management, Series 7, Investments, Mutual Funds, Project Management, Strategic Planning, Microsoft Excel, Enterprise Software, Mobile Strategy, Solution Selling, Qualifying Prospects, Sales Prospecting, Contract Negotiation, Management, New Business Development, Marketing
Education
Bentley University 2010 — 2013
Master of Business Administration (MBA), Management
Bentley University 2006 — 2009
Bachelor's degree, Finance
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services August 2014 - November 2014
John Hancock August 2013 - August 2014
EY August 2011 - August 2013
Bentley University January 2010 - May 2011
Ernst & Young June 2009 - August 2009
Travelers Insurance June 2006 - August 2008
Skills
Internal Controls, Accounting, Management, Finance, Auditing
Education
Bentley University 2010 — 2011
MSA, Accounting, Taxation, Fraud and Forensic Accounting
Bentley University 2006 — 2010
BS, Corporate Finance and Accounting, Quantitative Perspectives
Software Consulting Network August 2011 - Present
Computer Express, Inc. (CEI) May 2005 - August 2010
John Hancock Financial Services September 2003 - July 2004
Skills
Software Design, SQL, SDLC, Databases, Testing, Software Project..., Windows Server, Requirements Gathering, COBOL, COBOLII, PL/1, Mainframe, DB2, Integration
Education
Bennington College 1974 — 1979
Bachelor of Arts (B.A.), Mathematics
John Hancock Financial Services April 2012 - Present
Commonwealth of Massachusetts May 2008 - Present
Liberty Mutual June 2004 - June 2008
Law Office of Ellen Poster June 2002 - June 2004
Skills
Business Requirements, Change Management, Government Liaison, Business Analysis, Microsoft Office, Problem Solving, Asset Management, Personal Injury, Civil Litigation, Real Estate, Team Building, Access, HTML, Documentation, Excel, Requirements Gathering, Visio, Data Analysis, Analysis, Word, PowerPoint, Insurance, Outlook, Government, Research, Requirements Analysis, Customer Relations, Process Improvement, SharePoint, Policy Analysis, Systems Analysis, Policy, Compliance, SDLC, Customer Service
Education
Bates College 1998 — 2002
Bachelor of Arts, History
Taxware, LLC May 2003 - Present
John Hancock Financial Services 1997 - 2002
Skills
Tax, Tax Law, International Tax, Sales Tax, Tax Research, Salsa, VAT, Analysis, Use Tax, Corporate Tax, Process Improvement, Tax Preparation, Indirect Taxation, Sarbanes-Oxley Act, Taxware, Sales & Use Tax, State Tax, Legal Research
Education
Boston University School of Law 2003 — 2007
Master of Laws (LLM), Taxation, 3.83
Boston University School of Law 1992 — 1995
Doctor of Law (JD), 3.5
Bentley College
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.83
Resolution Life September 2014 - Present
John Hancock Financial Services November 2013 - September 2014
John Hancock Financial Services June 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
John Hancock Financial Services June 2009 - March 2011
Skills
Actuarial Science, Insurance, VBA, Financial Analysis, Access, Data Analysis, Quantitative Analytics, Microsoft Excel, Risk Management, ALM, Embedded Value, Pricing, Forecasting, Variable Annuities, Financial Modeling, Actuaries
Education
Bentley University 2005 — 2009
Major: Managerial Economics; Minors: Finance, Mathematical Sciences
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services October 2013 - Present
John Hancock Financial Services March 2013 - October 2013
John Hancock Retirement Services January 2011 - March 2013
Skills
Microsoft Excel, Access, PowerPoint, Data Analysis, Analysis, Spreadsheets, Healthcare, Invoicing, Series 7, Series 63, Series 6, Life & Health Insurance..., 401k, 401k Rollovers, Sales, Financial Services, Lotus Notes
Education
Bentley University 2006 — 2010
Bachelor's degree, Finance
Bentley University 2006 — 2010
Bachelor of science, Finance
New Model Ventures January 2014 - Present
Group Tie September 2012 - April 2014
Startup Weekend May 2012 - September 2012
SproutBox 2010 - 2011
Future Point Systems 2006 - 2010
TVC Systems 1995 - 2005
State Street 1987 - 1994
John Hancock Financial Services January 1982 - December 1986
Skills
Enterprise Software, Investments, Negotiation, Sales, Mergers & Acquisitions, Software Engineering, Analysis, Finance, New Business Development, Security, Restructuring, Start-ups, Strategic Planning
Education
Bentley University
Bachelor of Science (BS), Accounting and Finance
BNP Paribas May 2015 - Present
Deutsche Bank June 2013 - May 2015
PB Capital March 2006 - June 2013
Fitch Ratings March 2005 - March 2006
John Hancock Financial Services December 2000 - March 2005
Intex Solutions December 1999 - December 2000
Skills
Finance, Credit, Structured Finance, Fixed Income, Bonds, Corporate Credit, Portfolio Management, Financial Statement..., Relative Value, Risk Analysis, Microsoft Excel, Bloomberg, Residential Mortgages, Capital Markets, Corporate Finance, Credit Risk, Investment Banking, Risk Management, Valuation
Education
Bentley University 1999 — 2000
Master of Science (M.S.), Finance
Bentley University 1993 — 1997
Bachelor of Science (B.S.), Economics-Finance
John Hancock Financial Services March 2014 - Present
PwC September 2007 - March 2014
Skills
Partnership Taxation, CPA, Tax Preparation, Private Equity, Hedge Funds, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MST, Taxation
Bryant University 2002 — 2005
BSBA, Accounting, Legal Studies
John Hancock Financial Services VP Ethics and Compliance OfficerFidelity Investments1990 - 2001
Financial Industry Regulatory Authority 1972 - 1990
Skills
Capital Markets, Securities Regulation, Series 7, Securities, Mutual Funds, Due Diligence, Wealth Management, FINRA, Equities, Financial Markets, Financial Services, Series 24, Corporate Law, Risk Management, AML, Investments, Hedge Funds, Series 63, Alternative Investments, Investment Advisory, Investment Management, ETFs, Asset Management
Education
Bentley University
Bachelor's Degree, Accounting
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services August 2007 - April 2015
New Millennium Realty February 2003 - January 2007
Oxford Bioscience Partners January 2002 - January 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting
Education
Bentley College 1994 — 1999
Bachelor of Science, Accounting
RADIUS Global Growth Experts July 2013 - February 2015
High Street Partners July 2013 - April 2014
John Hancock Financial Services January 2013 - May 2013
John Hancock Financial Services August 2011 - May 2013
John Hancock Financial Services May 2012 - August 2012
Education
Bentley University 2009 — 2013
Bachelor's degree, Managerial Economics, Concentration, Management
Milton High School
John Hancock Financial Services November 2013 - Present
JP Lime Productions May 2005 - Present
John Hancock Long Term Care July 2012 - November 2013
Granite Telecommunications September 2007 - March 2012
GE January 2004 - April 2006
Skills
Account Management, Supervisory Skills, Writing, Creative Writing, Technical Writing, Internal Communications, Corporate Communications, Customer Service, Music Industry, Spanish, Management, Facebook, Sales, Public Speaking, Time Management, Leadership, Training, Process Improvement, Team Leadership, Microsoft Office, Microsoft Excel, Call Centers, Customer Retention
Education
University of Phoenix 2005 — 2011
BS, Management
Bentley College
Trinity College-Hartford
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - September 2011
John Hancock Life Insurance Company (U.S.A.) May 2009 - June 2010
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Sarbanes-Oxley, Financial Analysis, Accounting
Education
Bentley University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
Bentley University 2007 — 2009
MBA, Accounting and Finance
My Cousin 1976 - 2014
My Cousin 1976 - 2014
John Hancock Financial Services 2007 - 2009
Cognos 2002 - 2006
Cognos 2002 - 2006
Skills
Outlook, Accounting, Financial Reporting, Financial Analysis, Internal Audit, Auditing, Account Reconciliation, Strategic Financial..., Internal Controls, Sarbanes-Oxley Act, Mutual Funds, Access, Microsoft Excel, General Ledger, Financial Accounting
Education
Bentley College 1994 — 1998
Bachelor of Science (B.S.), Major - Finance / Minor - Law
Birch Wathen Lenox 1990 — 1994
High School Graduate
eHealthInsurance November 2013 - July 2014
Investors Capital corp 2008 - 2010
John Hancock Financial Services August 1989 - December 2007
Skills
Training, Customer Service
Education
Cambridge College 2010 — 2012
Bachelor's degree, Business, Management
Bay State College 1994 — 1996
Major accounting
John Hancock Financial Services October 2011 - Present
Skills
Sales, Accounting, Finance, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Long Term Care Insurance, Life Insurance, Networking, CLTC Designation
Education
Bentley College 1997 — 2001
Bachelor's degree, Finance
John Hancock Financial Services 2000 - 2013
Education
Bentley College 1997 — 2000
Bachelor's degree, Accounting, 3.0
Deloitte July 2015 - July 2015
John Hancock Financial Services May 2014 - August 2014
Skills
Investment Strategies, Leadership, Microsoft Excel, Social Media
Education
Bentley University 2013 — 2017
Bachelor's degree, Economics-Finance
Bentley University 2013 — 2017
Bachelor's degree, Quantitative Perspective
Jenny Craig MarketingMarket Force InformationMarch 2015 - Present
SleepMed Incorporated July 2008 - September 2009
John Hancock Financial Services March 2007 - July 2008
Education
Bay State College
Bay State College
Tourism and Travel Services Management
North Shore Community College