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
John Hancock Financial Services 1998 - Present
Tucker, Biegel & Speziali 1991 - 1998
Green Friedman & Packer 1989 - 1991
MVA Indemnification Corp. 1986 - 1989
Garaufis & McElroy 1983 - 1986
Board of Education of the City of New York 1979 - 1983
Education
Boston University School of Law 1976 — 1979
Doctor of Law (J.D.)
Brandeis University 1972 — 1976
Bachelor of Arts (B.A.), American History
John Hancock Financial Services 1995 - Present
Putnam Investments 1994 - 1995
American Management Systems (now CGI) 1993 - 1994
Bain & Company 1987 - 1992
Skills
System Testing, System Integration..., Technical Documentation, Data Analysis, Functional..., Requirements Gathering
Education
Boston University Graduate School of Management 1992 — 1993
Master's degree, Management Information Systems, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), Literature
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
John Hancock Financial Services 2006 - Present
Education
Harvard University
Extension School - Bachelor's degree, History
Boston University
School of Management - Master's degree, Business Administration
John Hancock Financial Services June 2014 - Present
John Hancock Financial Services May 2012 - June 2014
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) August 2009 - August 2010
John Hancock September 2007 - August 2009
John Hancock June 2005 - September 2007
John Hancock 2005 - 2006
Skills
Documentation, Annuity, User Acceptance Testing, Requirements Analysis, Business Process..., Research, Business Analysis, SDLC, Requirements Gathering, Business Requirements, Customer Service, Fixed Annuities, Software Documentation, Process Improvement, Vantage-One, AWD, Training, Leadership, Insurance, Project Management, Visio
Education
Boston University 2001 — 2005
BA, History/Business Management
Dracut High
Greenmont
John Hancock Financial Services May 2014 - Present
John Hancock Financial Services September 2011 - May 2014
John Hancock Financial Services June 2009 - September 2011
Skills
Mutual Funds, Series 63, Series 6, 401k, Investments, Series 7, Retirement Planning, Financial Services, Asset Allocation, Fixed Annuities, Retirement, Financial Analysis, Securities, Wealth Management, Alternative Investments, Six Sigma
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut School of Business 2005 — 2009
Finance
Investor Group Services March 2015 - Present
American Student Assistance 2007 - 2014
John Hancock Financial Services 2002 - 2007
Showa Women's University 2000 - 2006
Skills
Leadership, Management, Analysis, Advertising, Sales, Customer Service, Market Research, Negotiation, Copy Editing, Adobe Creative Suite, Flash, Graphic Design, Project Management, Copywriting, Business Analysis, Social Media, Creative Briefs, Cross-functional Team..., Branding, Survey Design, Communication, Process Improvement, Research, PowerPoint, Collateral Writing, Marketing Research, Direct Marketing, Marketing Strategy, Marketing, Public Relations, Team Leadership, Marketing Communications, Project Planning, Portfolio Management, Newsletters, Creative Writing, Brand Ambassador, Presentations, Bilingual Communications, Writing, Problem Solving
Education
Boston University
Master's Degree, Advertising
Boston University
Bachelor's Degree, Management Studies, Concentration, Marketing Management
Reliable Respiratory January 2008 - Present
John Hancock Financial Services May 2014 - August 2014
Boston University January 2013 - April 2014
Getfused May 2012 - August 2012
Boston University September 2011 - December 2011
Hy-Line Cruises June 2007 - August 2011
Skills
Computer Science, Information Analysis, Information Management, Statistics, Statistical Modeling, Project Coordination, Wordpress, Dreamweaver, Java, Dog Training, Amazon Mechanical Turk, Open Minded, Microsoft Office, PowerPoint, Fire Eating, Javelin, Cooking, Visio, WordPress, OS X
Education
Boston University 2010 — 2014
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Operations and Technology Management
Thayer Academy 2006 — 2010
Staples Business Advantage October 2012 - Present
The Boston Globe March 2002 - August 2012
Persumma Financial May 2001 - October 2001
Homeruns.com December 2000 - April 2001
John Hancock Financial Services June 1999 - November 2000
Ingalls One to One Marketing May 1998 - May 1999
Saga International Holidays, Ltd. February 1994 - May 1998
WearGuard Corporation August 1990 - January 1994
American Student Association September 1984 - August 1990
Skills
Database Marketing, Direct Marketing, Marketing Strategy, Integrated Marketing, Analytics, Segmentation, Strategy, Strategic Partnerships, CRM, Multi-channel Marketing, E-commerce, Customer Insight, Marketing Research, Marketing Management, Email Marketing
Education
Boston University 1984 — 1988
Bachelor of Arts, Mathematics, Economics
Salsify March 2015 - Present
Marvar & Asociados June 2013 - August 2013
John Hancock Financial Services June 2011 - December 2011
Banco Popular Dominicano July 2010 - August 2010
Marvar & Asociados July 2009 - August 2009
Marvar & Asociados June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Access, AutoCAD, Mainframe, SQL, Accounting, Spanish, Finance, Competitive Analysis, Economics
Education
Boston University
Master of Science (MS), Project Management, 3.52 out of 4.0
Northeastern University 2009 — 2013
Bachelor of Business Administration and Economics, Concentration in Finance, 3.33 out of 4.0
Carol Morgan School
John Hancock Investments September 2012 - Present
John Hancock November 1993 - September 2012
John Hancock Funds November 1993 - September 2012
John Hancock Financial Services 1993 - September 2012
Skills
Leadership, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Financial Services, Marketing, Retirement Planning, Retirement, Asset Management, Series 63, 401k, Management, Strategic Planning, Asset Managment, Strategy, Mergers & Acquisitions, Alternative Investments, Insurance, Securities, Asset Allocation
Education
Northeastern University 1998 — 2000
Master of Finance, Finance, General
Boston University Questrom School of Business 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Mutual of Omaha Bank June 2006 - Present
State Street August 2000 - May 2006
John Hancock Financial Services March 1998 - July 2000
Farm Credit Services of America May 1996 - May 1997
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
Juris Doctor
Boston University 1989 — 1993
Bachelor of Arts (B.A.)
Pilgrim High School 1985 — 1989
High School Diploma
DTCC September 2008 - Present
Fidelity Investments March 2005 - September 2008
Greater Boston Area Employee Benefits Broker October 2003 - August 2005
Fidelity Investments March 2001 - August 2003
Syndicated Services March 1998 - March 2001
John Hancock Financial Services November 1994 - March 1998
Skills
Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Voluntary Employee..., Employee Benefits, Strategic Negotiations, Leadership, Consultants, Market Data, Corporate Actions, Website Marketing, Insurance Product..., Licensed Life & Health..., Team Leadership, Global Relationship..., Insurance, Brokers, CRM, Sales, Strategy, Strategic Partnerships, Vendor Management, Reference Data, Business Development, Business Requirements, Product Development
Education
Northeastern University - Graduate School of Business Administration
Boston University
International Relations, Economics
AHS
MontRidge Partners, LLC 2015 - Present
QNB Financial Services 2010 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 1998 - 2006
John Hancock Financial Services September 1996 - August 1998
Skills
Portfolio Management, Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Wealth Management, Banking, Investment Banking, Fixed Income, Financial Markets, Relationship Management, Emerging Markets, Financial Services, Trading, Derivatives, Alternative Investments, Hedge Funds, Business Strategy, Risk Management, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Financial Analysis, Strategic Financial..., Asset Management, Private Banking, FX Options, Credit Risk, Financial Planning
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Managment
University of Massachusetts Lowell 1992 — 1995
BA, Economics
Universite de Paris VII 1994 — 1994
DEUG Economics Program, Economics
Université Paris-Sorbonne 1993 — 1993
Certificate, French Language & Civilization
John Hancock Financial Services March 2015 - Present
RBS Citizens Financial Group January 2014 - March 2015
Citizens Bank June 2013 - January 2014
Syracuse University September 2010 - May 2012
Skills
Research, Data Analysis, Statistics, Matlab, Mathematica, R, Microsoft Excel, PowerPoint, C++, Quantitative Analytics, Mathematical Modeling, Microsoft Office, Physics, Microsoft Word, Quantitative Finance
Education
Boston University 2012 — 2013
Master of Science (MS), Mathematical Finance, 3.5 Cumulative GPA
Syracuse University 2008 — 2012
Bachelor of Science (B.S.), Physics, 3.3 Cumulative GPA
John Hancock Financial Services November 2014 - Present
John Hancock March 2008 - November 2014
John Hancock August 2006 - March 2008
Bank of America February 2005 - August 2006
People's United Bank July 2004 - January 2005
Skills
Sales, Business Strategy, Insurance, Negotiation, Executive Management, Mutual Funds, Long-term Care, Life Insurance, Business Development, Sales Analysis, Performance Analysis, Competitive Intelligence
Education
Sacred Heart University; John F. Welch School of Business 2002 — 2004
MBA, Finance
Boston University - School of Management 1998 — 2002
BS, Finance
John Hancock Financial Services June 2014 - Present
REIT Management & Research May 2013 - April 2014
Boston University May 2011 - May 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Research, Financial Analysis, Access, Tax Accounting, Strategic Planning, Social Media, Access Database, Communication Skills, Question Answering, Presentations, Investment Portfolio, Yardi Voyager, Timberline Accounting, Yardi Property..., Outlook, Social Networking, Public Speaking, Team Management, Facebook
Education
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Pentegra Retirement Services September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - September 2014
John Hancock Financial Services March 2006 - June 2007
Boston Red Sox May 2000 - May 2007
John Hancock Financial Services August 2004 - March 2006
Manulife Financial September 2000 - August 2004
Skills
Marketing, Investments, Retirement Planning, Financial Analysis, Mutual Funds, Portfolio Management, Public Speaking, Relationship Management, Asset Managment, Project Management, Strategic Planning, Leadership, Sales, Insurance, 401k, Wealth Management, Asset Allocation, Series 63, Series 6, Securities, Retirement
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Marketing, Management
Boston University 1996 — 2000
BS, International Relations
John Hancock Financial Services December 1997 - Present
John Hancock Financial Services October 1988 - December 1997
Skills
Event Planning, Event Management, Meeting Planning, Corporate Events, Trade Shows, Marketing Communications, Budgets, Strategic Planning, Sponsorship, Contract Negotiation, Marketing, Marketing Strategy, Hospitality, Corporate Communications, Financial Services
Education
Boston University 1988 — 1992
BA, Psychology
Viacom December 2014 - Present
John Hancock Financial Services July 2013 - November 2014
Brigham and Women's Hospital July 2012 - January 2013
Brigham and Women's Hospital January 2011 - January 2013
Hyatt Regency June 2012 - August 2012
Tennis and Racquet Club January 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Golf, Tennis, Fun, Team Building, Teamwork, Team-oriented, Integrity, Smartboard, Hardwork, Office Administration, Business, Business Strategy, Business Analysis, Customer Service, Customer Satisfaction, Customer Oriented, Fitness, Hospitality, iPhone, Leadership, Motivation, Social Networking, Nutrition, Restaurants, Work Ethic, Blogger, Blogging, Accounting, Data Analysis, Project Management, Social Media, Management, Microsoft Office, Public Speaking
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Cranbrook Kingswood 2004 — 2009
High School, High School, Freshman - Senior
CVS Health June 2015 - Present
CVS Health November 2013 - May 2015
Fidelity Investments July 1994 - August 2013
John Hancock Financial Services 1985 - 1994
Skills
Project Management, SDLC, Leadership, Process Improvement, Software Project..., Requirements Analysis, Business Process, Strategic Planning, Relationship Management, Team Building, Agile Methodologies, IT Strategy, Quality Assurance, Workforce Planning, Change Management, PMP, PMO, Strategy, Management, Agile Project Management, Business Process..., Business Strategy, Start-ups, Software Development, Enterprise Software, Resource Management, Systems Analysis, IT Solutions, Financial Services, Facilities Management, Business Development, Business Analysis, Risk Management, Negotiation, Requirements Gathering, Vendor Management, Project Portfolio..., Data Warehousing, Health Care Systems, Outsourcing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Concentration in Health Care Administration
Boston University School of Management
BSBA, Concentration in MIS and Finance
John Hancock Financial Services August 2015 - Present
Wolters Kluwer April 2015 - August 2015
Bank of America Merrill Lynch August 2014 - April 2015
Merrill Lynch July 2010 - April 2015
University Credit Union January 2010 - July 2010
Skills
Six Sigma Green Belt..., ITIL Foundation..., Six Sigma, ITIL Certified, Business Process, Leadership, Analysis, Agile Methodologies, Microsoft Office, Microsoft Word, Project Planning, Project Management, PowerPoint
Education
Boston University 2007 — 2011
BSBA, Finance, Operations Management, International Management
John Hancock Financial Services March 2013 - Present
Boston University 2006 - Present
John Hancock Financial Services December 2011 - March 2013
John Hancock Financial Services November 2009 - December 2011
John Hancock Financial Services October 2004 - November 2009
John Hancock Financial Services October 2002 - October 2004
John Hancock Financial Services October 2001 - October 2003
John Hancock Financial Services August 1999 - October 2001
IMI Systems August 1998 - August 1999
Texas Instruments May 1989 - August 1998
Skills
Databases, Software Development, SDLC, Microsoft SQL Server, Business Analysis, Enterprise Architecture, IT Strategy, Vendor Management, Requirements Gathering, Database Design, Risk Management, Enterprise Software, Access
Education
Boston University 2003 — 2008
MS, Computer Information Systems
Bryant University 1991 — 1995
MBA, Management
University of New Hampshire 1985 — 1989
BS, Mechanical Engineering
Isis Wealth January 2008 - Present
Isis Consulting January 2001 - Present
SEXTANT FINANCIAL January 1999 - Present
University of Phoenix January 2000 - June 2009
Keiser University January 2007 - April 2008
INTERNATIONAL FINANCE & MARKETING RESOURCES, INC January 1998 - January 2002
Waddell & Reed Financial Services January 1997 - January 1999
ThermaCell Technologies January 1993 - January 1995
Waddell & Reed Financial Services January 1992 - January 1993
JOHN HANCOCK FINANCIAL SERVICES January 1988 - January 1992
Skills
Integration, Account Management, Enterprise Architecture, Public Speaking, Research, Teaching, Organizational..., Staff Development, Strategic Planning, Project Management, Policy, E-Learning, Risk Management, Instructional Design, Program Management, Technical Writing, Curriculum Development, Data Analysis, Analysis, Management Consulting, Adult Education
Education
University of Phoenix 1999 — 2001
MSCIS, Computer Information Systems
Samford University 1974 — 1978
BA History, History, Politics, and General Business
Boston University
Certificate, Paralegal Studies
WORLD SOCIETY OF LETTERS
Honorary MS, Finance & Investment Management
PwC June 2015 - Present
Boston University Real Estate Club May 2015 - Present
John Hancock Financial Services January 2015 - May 2015
JLL 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Microsoft Office, Teamwork, Event Planning, Social Networking, Research, Facebook, Data Analysis, Financial Analysis, Leadership
Education
Boston University - School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Souhegan High School 2008 — 2012
UBS December 2013 - Present
PARMA Recordings October 2012 - Present
Liberty Mutual Insurance November 2012 - November 2013
John Hancock Financial Services December 2011 - November 2012
Lowe's Home Improvement April 2010 - May 2011
Skills
Customer Service, Microsoft Office, QuickBooks, PeopleSoft, Employee Training, Accounting, Software Documentation, Avaya Technologies, Sales, Vantage, Structured Settlements, Creative Problem Solving, Avaya
Education
University of Maine 2008 — 2011
Bachelor's degree, Political Science and Government
Boston University 2007 — 2008
John Hancock Financial Services November 2011 - Present
KPMG China (Shanghai Office) August 2006 - July 2010
Skills
Internal Audit, Internal Controls, SEC filings, Auditing, Data Analysis, IFRS, Finance, Assurance, Tax, Strategic Financial..., External Audit
Education
Boston University 2012 — 2014
Master of Business Administration (M.B.A.)
Mount Holyoke College 2010 — 2011
Certificate, International Relations
Boston University
Fudan University
Bachelor, Economics, International Trade
Karp Capital Management Corporation August 2015 - Present
John Hancock Financial Services December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) October 2012 - December 2013
Brown Brothers Harriman February 2010 - October 2012
Lacrosse Unlimited September 2009 - February 2010
Skills
Small Business..., Qualified Retirement..., 401k, Mutual Funds, Investments, Series 7, Bloomberg, Fund Accounting, Series 63, Financial Services, Financial Analysis, Fund Administration, Microsoft Office, Sales, International Tax, Tax Accounting, Income Tax, Equities, Capital Gains Tax, Licensed Life Insurance...
Education
Boston University 2013 — 2017
Master's Administrative Studies, International Marketing
Denison University 2005 — 2009
BA, Economics
The University of Western Australia 2007 — 2007
Economics
Hingham High 2002 — 2005
Boston College High School
Self-employed February 2013 - Present
Standish Mellon Asset Management April 1992 - December 2003
John Hancock Financial Services October 1989 - April 1992
International Heritage Corp January 1986 - February 1989
MetLife January 1983 - December 1986
Fidelity Investments May 1976 - December 1982
Skills
Client Relations Skills, Negotiation, Compliance, Contract Negotiation, Internal Controls, Strategic Planning, Investment Advisory, Portfolio Management, Funding, Start-ups, Investments, Mutual Funds, Real Estate, Valuation, Sellers, First Time Home Buyers, Investment Properties, Sales, Real Estate Transactions, Due Diligence
Education
Boston University
Boston University Questrom School of Business November 2014 - Present
Liberty Mutual Insurance - CI Operations, Risk Control Services June 2014 - August 2014
John Hancock Financial Services August 2012 - July 2013
Rucci, Bardaro & Barrett, PC September 2010 - July 2012
Skills
Creative Problem Solving, Marketing Strategy, Marketing Analytics, Accounting, Financial Reporting, Analytics, Leadership, Collaboration, Project Management, Strategy, Design Thinking, Tax, Auditing, US GAAP, Cloud Computing, CPA, GAAP, Finance, Analysis, Microsoft Excel
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2013 — 2015
Master's Degree, Management Information Systems, General
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Accounting
Marlborough High School
AgIS Capital LLC May 2013 - Present
John Hancock Asset Management February 2011 - May 2013
Hancock Agricultural Investment Group January 2009 - February 2011
John Hancock Financial Services July 2007 - June 2009
Skills
Bloomberg, Investments, Financial Modeling, Valuation, Fixed Income Analysis, Fixed Income, Capital IQ, Financial Analysis, Corporate Finance, Credit Analysis, Credit, Research, Microsoft Excel, High Yield, High Grade, Bonds, Corporates, SNL, Alternative Investments
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Granite Telecommunications September 2013 - Present
DriveTime 2010 - 2013
Ricoh Business Solutions January 2010 - September 2010
DTI LLC September 2009 - January 2010
WarRoom Document Solutions November 2008 - August 2009
John Hancock Financial Services September 2005 - September 2008
Skills
Customer Service, Sales Management, Management, Data Entry, Finance, Consumer Lending, Store Operations, Typing, Lotus Notes, Microsoft Word, Microsoft Excel, Microsoft Office, conflict manage, Employee Training, emotional intelligence, Customer Satisfaction, Sales, Training, Team Building, Customer Experience, Process Improvement, Account Management, Performance Management, Negotiation
Education
Boston University 2001 — 2005
Bachelor's degree, English Language and Literature, General
Atos June 2014 - Present
IBM July 2003 - June 2014
John Hancock Financial Services November 1999 - June 2003
Accenture November 1997 - November 1999
Geotek Communications, Inc November 1996 - November 1997
Coopers & Lybrand, LLP August 1993 - September 1996
Skills
IT Strategy, Outsourcing, Program Management, IT Service Management, IT Management, Integration, Governance, Data Center, PMP, Project Portfolio..., IT Outsourcing, Enterprise Architecture, Business Process, Management, Strategy, ITIL, Vendor Management, Management Consulting, Change Management, Service Delivery, Cloud Computing, Information Technology, PMO, SDLC, Resource Management, Project Planning, IT Operations, Professional Services, Business Continuity, Project Delivery, Team Leadership, MS Project, Business Intelligence, Software Development, Pre-sales, Organizational..., Consultancy, IT Governance, Business Transformation, Project Implementation, Business Process..., Software Project..., PMI, Process Development, Business Management, Process Improvement, Vendor Relations, Process Engineering, Sla, Project Management
Education
Boston University - School of Management 2003 — 2006
MBA
Rutgers University-New Brunswick 1989 — 1993
BS, Computer Science
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - January 2013
Putnam Investments April 2003 - November 2011
Putnam Investments April 2006 - March 2008
Skills
Active Directory, Windows Server, Servers, Data Center, VMware ESX, Disaster Recovery, Citrix
Education
Boston University 1999 — 2001
Microsoft Windows NT Administration Certification Program, MCSE Track, 2000
Boston University
John Hancock Financial Services August 2013 - August 2015
KPMG, Transactions & Restructuring February 2008 - August 2013
Root Capital July 2007 - September 2007
Allianz October 2004 - July 2005
Skills
Financial Analysis, Financial Modeling, Excel, Financial Reporting, Valuation, Accounting, Compliance, Mergers & Acquisitions
Education
Boston University 2005 — 2007
MBA, Finance & Strategy
University of Economics, Varna, Bulgaria 1998 — 2003
bachelor, Finance
CFA Institute
Chartered Financial Analyst
MediaVest June 2013 - Present
Optimal Fusion Inc March 2013 - May 2013
Deutsch June 2011 - March 2013
Mediaedge:cia August 2007 - June 2011
ZenithOptimedia July 2006 - July 2007
John Hancock Financial Services June 2005 - June 2006
Skills
Media Planning, Integrated Marketing, Marketing Strategy, Media Strategy, Competitive Analysis, Advertising, Digital Media, Mobile Marketing, Social Media, Online Advertising, Digital Strategy, comScore, Digital Marketing, Media Buying, Interactive Marketing, Marketing
Education
Boston University - School of Management 2001 — 2005
Bachelor of Science, Business Administration; International Management and Finance
Instituto Internacional 2003 — 2003
BRHS 1997 — 2001
John Hancock Financial Services May 2010 - Present
Columbia Management January 2006 - May 2010
Columbia Management 2004 - 2006
Columbia Management 1999 - 2004
Colonial Funds / Liberty Funds / Columbia Funds March 1995 - 1999
Skills
Mutual Funds, Series 7, Series 63, Series 6, Separately Managed..., Alternative Investments, Investments, 401k, Asset Allocation, Asset Managment, Series 24, Series 65, Defined Benefit, Retirement, Wealth Management, FINRA, Asset Management, Retirement Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Management
George Mason University 1988 — 1992
BA, English
Rhode Island College August 2007 - Present
Brown University August 2006 - June 2007
The Boston Consulting Group May 1996 - July 2000
John Hancock Financial Services August 1990 - April 1996
Skills
Organizational Behavior, Organizational Theory, Corporate Social..., Organizational Learning, Higher Education, Teaching, Lecturing, Qualitative Research, Research, Statistics, SPSS, University Teaching, Public Speaking, Management, Organizational Design, Organizational Structure, Organizational Culture, Organizational..., Organizational...
Education
INSEAD 2000 — 2006
Doctor of Philosophy (Ph.D.), Organizational Behavior, M.Sc. in Management, Organizational Behavior Department
Boston University - School of Management 1992 — 1995
Master of Business Administration (M.B.A.), Organizational Behavior, High Honors
Dartmouth College 1986 — 1990
Bachelor's Degree, Psychology, cum laude
Acton-Boxborough Regional High School 1982 — 1986
John Hancock Financial Services October 2014 - Present
John Hancock Financial Services July 2014 - Present
Boston University January 2014 - May 2014
Boston University September 2013 - December 2013
Boston University January 2013 - April 2013
Bank of Communications Limited February 2012 - March 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, SAS programming, SAS, R, SQL, VBA, Access, Data Analysis, Mathematics, Statistics, Research, Public Speaking, Teamwork, Photoshop, Social Media
Education
Boston University 2012 — 2014
Master of Science (MS), Actuarial Science
Wuhan University 2008 — 2012
Bachelor in Economics and Applied Mathematics, Economics and Mathematics
Manulife December 2014 - Present
John Hancock Financial Services January 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2011
John Hancock October 2006 - April 2009
Lavastorm March 2006 - October 2006
Eyetech Pharmaceuticals December 2004 - November 2005
Silver oaks solutions 2004 - 2004
WCRIB 2000 - 2004
Hale and Dorr LLP 1999 - 2000
Skills
Active Directory, Windows Server, Windows 7, Windows 7 Migration, Blackberry Enterprise..., Disaster Recovery, Citrix, Operating Systems, Lotus Notes, Virtualization, SCCM, Microsoft Exchange, Servers, Help Desk Support, IT Operations, System Deployment, Laptops, Blackberry, XP, SharePoint, IIS, VMware, Technical Support, DHCP, System Administration
Education
Boston University 1998 — 1998
University of Wyoming 1994 — 1996
Nashoba Regional High School 1975 — 1991
John Hancock Financial Services October 2014 - Present
Boston University February 2013 - December 2013
Wall Street Horizon June 2013 - August 2013
EY June 2013 - August 2013
The Villa May 2012 - August 2013
Boston University Club Sports September 2012 - May 2013
DICK'S Sporting Goods May 2011 - September 2011
Skills
Microsoft Excel, Data Analysis, Accounting, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, PowerPoint, Microsoft Word, Auditing, Analysis, Access, Research, Online Research, Social Media, Summarizing Information, Internal Audit, Expense Reports, Process Flow Charts
Education
Boston University 2011 — 2015
The MathWorks May 2014 - Present
The MathWorks November 2012 - May 2014
The MathWorks October 2006 - November 2012
CentrePath, Inc. August 2006 - September 2006
EMC June 2003 - August 2006
Giantloop Network, Inc 2003 - 2003
StorageNetworks 2000 - 2003
John Hancock Financial Services 1997 - 2000
John Hancock Financial Services January 1996 - July 1997
John Hancock Property & Casualty Insurance Co. February 1993 - January 1996
Skills
Java, Agile Methodologies, JavaScript, HTML 5, CSS, Continuous Integration, Continuous Improvement, Maven, Version Control, Flex, iOS, Object Oriented Design, Web Applications, Subversion
Education
Brandeis University 2006 — 2008
Master's degree, Computer Science
Muhlenberg College 1987 — 1990
BA, English
FabricSpan July 2014 - Present
John Hancock Financial Services July 2013 - July 2014
National Instruments February 2008 - April 2012
National Instruments June 2006 - February 2008
Brigham Young University January 2005 - April 2006
Skills
International Business..., Leadership, Finance, Strategy, Team Management, Coaching, Closing, MBA, Technical Consultation, Technical Presentations, New Business Development, Account Management, Direct Sales, Test Automation, Computer Hardware, Electrical Engineering, Test Stand, Testing, Training, Team Leadership, Data Acquisition, Sales Operations, Business Development, Sales, Management, Cross-functional Team..., Strategic Planning, Electronics
Education
Boston University Questrom School of Business 2012 — 2013
Master of Business Administration (MBA)
Brigham Young University 1998 — 2006
BS, Electrical Engineering
The MENTOR Network June 2012 - Present
Presidio Networked Solutions September 2010 - June 2012
Sybase Inc May 2001 - October 2009
Sybase Inc May 2005 - July 2005
John Hancock Financial Services February 1999 - May 2001
ISA/ISS April 1997 - February 1999
Skills
Data Center, VMware, Disaster Recovery, Virtualization, Cisco Technologies, Active Directory, VPN, Switches, Servers, Microsoft Exchange, Firewalls, Cloud Computing, Security, Windows Server, DNS, TCP/IP, Network Security, Cisco Call Manager, Routers, Troubleshooting, Blackberry, ActiveSync, Enterprise Messaging, Messaging Platforms, Exchange ActiveSync, Exchange 2010/2007/2003, Windows Remote Desktop, Exchange Support, Enterprise Messaging..., Email Migration, Email Infrastructure, Messaging Architecture, Postini, Microsoft Server..., IP, Hardware, Unix, Blackberry Enterprise..., Software Installation, SharePoint, Routing
Education
Boston University 1994 — 1998
John Hancock Financial Services February 2006 - Present
Education
Boston University
BA, International Relations, Economics
Emmanuel College
Masters, Human Resource Management
John Hancock Financial Services April 2013 - Present
Jon Stanisz January 2010 - Present
John Hancock Financial Network June 2012 - April 2013
John Hancock Financial Services April 2010 - June 2012
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
Boston University 2004 — 2008
Economics, Political Science, Business
Don Bosco Prep 2000 — 2004
EIU Canback July 2015 - Present
EIU Canback February 2015 - June 2015
Canback & Company July 2013 - January 2015
Boston University School of Management September 2011 - May 2013
John Hancock Financial Services May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Boston University School of Management January 2011 - December 2011
Boston University School of Management September 2010 - May 2011
China Construction Bank August 2010 - August 2010
Skills
Statistical Data..., Microsoft Excel, VBA, Stata, Statistics, Analysis, Economics, SAS, Access, Microsoft Office, Microsoft Word, Management, Matlab, PowerPoint, Data Analysis, Leadership, Teaching, Financial Analysis, Investments, Java, Event Planning, Facebook, Financial Modeling, WordPress, Social Media, Social Networking, Public Speaking, Bloomberg, Social Media Marketing, Photoshop
Education
Boston University - School of Management 2009 — 2013
Bechelor, Finance; Statistics, 3.85
The Chinese University of Hong Kong 2010 — 2010
Summer School
Baptist Lui Ming Choi Secondary School, Hong Kong 2003 — 2009
High School
John Hancock Financial Services September 2015 - Present
John Hancock Financial Services October 2014 - Present
John Hancock Financial Services July 2012 - September 2014
John Hancock Financial Services August 2011 - August 2012
Association of Contingency Planners (ACP) - Greater Boston Chapter January 2010 - December 2011
John Hancock Financial Services September 2010 - August 2011
John Hancock Financial Services June 2009 - September 2010
Protiviti October 2004 - April 2009
Glotel: Global Technology Resources and Solutions May 2004 - September 2004
Romito, Tomasetti, & Associates 2004 - 2004
Skills
Risk Management, Process Improvement, Internal Audit, Project Management, Business Analysis, Business Continuity..., Business Continuity, Financial Risk, Disaster Recovery, Internal Controls, Risk Assessment, Software Documentation, Consulting, IT Audit, Business Process..., Security, Financial Analysis, Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Change Management, Program Management, Team Leadership, Cross-functional Team..., Insurance, Auditing, SDLC, Team Management, Financial Services, Management, Leadership, Strategy
Education
Boston University - School of Management 2011 — 2015
M.B.A., Business Administration and Management, Marketing, Cumulative GPA: 3.59 , Honors
Norwich University 2000 — 2004
BS, Accounting & Management
Manulife Asset Management July 2014 - Present
FamilyAid Boston July 2014 - Present
John Hancock Financial Services January 2014 - June 2014
Manulife Asset Management July 2013 - January 2014
Manulife Asset Management January 2013 - July 2013
Manulife Asset Management July 2012 - December 2012
Boston University School of Management February 2011 - May 2012
Boston University School of Management September 2010 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Cantella June 2010 - August 2010
Skills
Investments, Financial Modeling, Equities, Equity Research, Fixed Income Analysis, Market Research, Finance, Financial Statement..., Bloomberg, Factset, Access, Business Analysis, Morningstar Direct, eVestment, Salesforce.com, Capital IQ, Bloomberg Terminal, Valuation, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
The Governor's Academy 2004 — 2008
John Hancock Financial Services Senior Business AnalystJohn Hancock Financial ServicesJune 2015 - Present
J. Crew November 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2014 - June 2015
John Hancock Financial Services June 2012 - March 2014
J.Crew March 2013 - November 2013
Invention Machine May 2011 - May 2012
Huntington Theatre September 2009 - May 2012
Skills
Marketing, Event Planning, Fundraising, Social Media Marketing, Sales, Customer Service, Business Analysis
Education
Boston University 2008 — 2012
BS, Marketing, Information Systems
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration
John Hancock Financial Services January 2013 - Present
Skills
Mutual Funds, Microsoft Excel, Lotus Notes, PowerPoint, Series 7, Microsoft Word, 401k, Investments, Retirement Planning, Outlook, Insurance, Bloomberg, Morningstar Direct, Microsoft Powerpoint, Microsoft Outlook, Zephyr styleADVISOR, Investment Research, Equity Research, Financial Modeling
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Northeastern University
Bachelor of Science
Raritan High School
John Hancock Financial Services June 2014 - August 2014
Atlantic Legal Foundation June 2013 - August 2013
Cato Institute September 2011 - December 2011
Georgetown Mathematics Department September 2010 - May 2011
Skills
Research, Legal Research, Economics, Political Science, Legal Writing, Policy, Politics, Constitutional Law, Political Philosophy, Policy Analysis, Corporate Law, Proofreading, Critical Thinking, Public Speaking, Editing, Finance, Financial Law, Contract Drafting, Contract Negotiation
Education
Boston University School of Law 2014 — 2015
Master of Laws (LL.M.), Banking and Financial Law, 3.72
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), Transactional Practice Concentration, 3.63
Georgetown University 2008 — 2011
Bachelor of Arts (B.A.), History, Mathematics, 3.55
Isaacson, Miller April 2015 - Present
Argo Group August 2010 - April 2015
Independent Consultant 2008 - August 2010
Morgan Stanley 2007 - 2008
Liberty Mutual Insurance 2002 - 2007
John Hancock Financial Services 1997 - 2002
John Hancock 1993 - 1997
John Hancock 1991 - 1993
John Hancock 1987 - 1991
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Advertising, Direct Marketing, Management Consulting, Market Research, Brand Architecture, Brand Management, Management, Public Relations, Strategy, Marketing, Internal Communications, B2B, Social Media, Strategic Planning
Education
Boston University - School of Management
MBA
Georgetown University
BS, Psychology
John Hancock Financial Services July 2015 - Present
Skills
Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Public Speaking
Education
Northeastern University 2013 — 2017
Bachelor's degree in Economics and Finance, Economics/Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
EC201: Intermediate Micro Economics; EC202: Intermediate Macro Economics, Economics
Harvard University 2013 — 2013
ECON10ab: Principles of Economics, Economics
Boston University 2013 — 2013
CAS MA120S: Applied Mathematics for social sciences; CAS MA113S: Statistics, English as a second language
SAP December 2013 - Present
SAP January 2013 - December 2013
SAP June 2012 - January 2013
SAP July 2011 - June 2012
Puma June 2010 - October 2010
Manulife February 2008 - June 2010
John Hancock December 2006 - February 2008
John Hancock Financial Services June 2005 - December 2006
Skills
Competitive Analysis, Account Management, Market Research, Mergers, Acquisition Integration, Strategic Planning, International Sales, Strategic Thinking, Marketing Strategy, Cross-functional Team..., Product Marketing, CRM, Management, Business Development, New Business Development, Strategy, Business Strategy, SaaS, Sales Operations, Leadership, SAP, Cloud Computing, Marketing, Sales, Enterprise Software, B2B
Education
Boston University - School of Management 2009 — 2011
MBA, Marketing and Strategy & Business Analysis
Wheaton College (MA) 2001 — 2005
B.A. 2005, Philosophy and Political Science
Deltek, Inc. June 2015 - Present
InterMune October 2013 - April 2015
Applied Analytix April 2006 - September 2013
Charles Schwab September 1997 - December 2004
John Hancock Financial Services January 1995 - September 1997
Skills
Business Intelligence, Dimensional Modeling, Cognos, OLAP, SQL Programming, IBM Cognos TM1, IBM Cognos Insight, Systems Architecture, Data Warehousing, TM1, ETL, Business Intelligence..., SDLC, SQL, Data Modeling, Requirements Analysis, Project Management, ERP, Dashboard, Business Analysis, Analysis, Integration, Software Project..., Consulting, Management, Enterprise Software, Process Improvement, Enterprise Architecture, Analytics, Microsoft SQL Server, Finance, Databases, Business Process..., Requirements Gathering, Business Process, Software Development, PL/SQL, Financial Reporting, Data Analysis
Education
Boston University 1995 — 1997
Studies towards MS Computer Science
Saint Peter's College 1985 — 1988
Bachelor's degree, Business Administration and Management, General, 3.75
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
John Hancock Financial Services March 2013 - Present
Skills
Vendor Management, SDLC, Project Management, ITIL, Business Analysis, Risk Management, Integration, Financial Services, Project Portfolio..., Enterprise Software, Program Management, Business Process..., Requirements Gathering, Strategy, Management, Business Requirements, Enterprise Architecture, Business Intelligence, Data Center, Governance, Analysis, Quality Assurance, Cost Benefit, Process Improvement, Agile Methodologies, Infrastructure, Technical Architecture, Systems Management, Fixed Annuities, Derivatives, Series 99
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2008
MBA / MSF
Boston University Questrom School of Business 1995 — 1999
BS in Business Administration
Stoughton High School 1991 — 1995
TEK Systems October 2010 - Present
John Hancock Financial Services May 2005 - October 2010
Skills
Storage, Storage Area Networks, Active Directory, Data Center, VMware, VMware ESX, Virtualization, Citrix, Windows Server, Disaster Recovery, ITIL, Cloud Computing, Servers, Vendor Management, Operating Systems
Education
Boston University
John Hancock Financial Services April 2014 - Present
Federal Home Loan Bank of Boston May 2013 - April 2014
Federal Home Loan Bank of Boston July 2007 - June 2013
Investors Bank & Trust September 2004 - July 2007
State Street Corporation February 2001 - September 2004
New England Cable News May 1999 - October 2001
Skills
LDRPS v10, ITIL, Documentation, Business Impact Analysis, Test Planning, Business Continuity..., Business Continuity, Risk Management, Project Management, Testing, Financial Services, LDRPS, Disaster Recovery, Incident Management, Risk Assessment, Operational Risk..., CBCP, Information Security..., Solution Architecture, Enterprise Risk..., Crisis Management, Business Resilience, Financial Risk, Business Requirements, Software Documentation, Security, Vendor Management, Information Technology, SDLC, Incident Command, Governance, Program Management, Analysis, Strategy, Business Process, Management, Risk Analysis, Leadership, IT Strategy, Banking, Project Planning, Information Security, CRM, IT Management, IT Audit, PMO, PMP, Project Portfolio...
Education
Boston University 1995 — 1999
Bachelor of Science, Communications & English
Boston University
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP June 2013 - August 2013
John Hancock Financial Services August 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Boston University School of Management Government September 2011 - February 2012
D'Angelo Sandwich Shops June 2011 - August 2011
EIKOS Community Services Incorporated June 2009 - August 2009
Skills
Microsoft Office, Foreign Languages, Leadership, Public Speaking, Teamwork, Community Service, Sales, Fundraising, Financial Literacy..., Customer Service, Event Planning, Microsoft Excel
Education
Boston University - School of Management 2010 — 2014
B.S.B.A., Accounting, Cum Laude
John Hancock Investments June 2015 - Present
Manulife June 2014 - June 2015
John Hancock Financial Services June 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Chrystal Capital Partners LLP February 2012 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
MassVOTE October 2010 - December 2010
Campion College September 2007 - May 2009
Skills
Access, PowerPoint, Microsoft Excel, Teamwork, SQL, Microsoft Word, Team Leadership, Microsoft Office..., Lotus Notes, Cross-functional Team..., Data Mining, Quality Center, HP Service Manager, Database Queries, SharePoint, Requirements Analysis, Elicitation, Testing, Data Analysis, Social Media, Business Analysis, Research, SDLC
Education
Boston University - School of Management 2009 — 2013
Bachelor’s Degree, Finance, 3.5 GPA
Campion College 2002 — 2009
High School Diploma, General Studies
Natixis Global Asset Management September 2012 - Present
Natixis Global Asset Management September 2010 - September 2012
John Hancock Financial Services May 2007 - July 2009
John Hancock Financial Services December 2005 - May 2007
John Hancock Financial Services May 2004 - December 2005
John Hancock Financial Services April 2003 - May 2004
Skills
Portfolio Management, Investments, Mutual Funds, Strategy, Analysis, Competitive Analysis, Due Diligence, Management, Project Management, Product Management, Business Development, Microsoft Excel, Financial Modeling
Education
Boston University - School of Management 2013 — 2016
M.B.A
New York University 1999 — 2002
B.A., Economics
Mawn and Mawn, P. C. August 2015 - Present
Mintz Levin 2006 - August 2015
Mintz Levin 2006 - August 2015
John Hancock Financial Services 1983 - 2004
Skills
Real Estate Law, Finance; Development;..., Property Law, Real Estate Transactions
Education
Boston University School of Law 1974 — 1977
Juris Doctor, Law
Rutgers University 1970 — 1974
Bachelor of Arts, Philosophy
John Hancock Financial Services January 2015 - Present
GMO March 2012 - December 2014
J.P. Morgan February 2010 - February 2012
J.P. Morgan June 2008 - February 2010
J.P. Morgan May 2007 - June 2008
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Alternative Investments, Fund Administration, ETFs, Derivatives, Corporate Actions, Valuation, Asset Management, Investments
Education
Boston University - School of Management 2009 — 2014
MBA, Concentrations in Finance and Strategy
Boston University 2003 — 2007
Economics, English
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - September 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - August 2010
Skills
Financial Services, Fixed Annuities, Life Insurance, Insurance
Education
Boston University
BA, History
John Hancock Financial Services March 2013 - Present
John Hancock Annuities August 1998 - March 2013
CSC Consulting October 1997 - August 1998
ONTOS Inc., Lowell, Massachusetts November 1996 - October 1997
Boston Edison Company March 1989 - November 1996
Ceramics Process Systems May 1987 - March 1989
Skills
UML, BizTalk, Application Roadmap, Software Engineering, Solution Architecture, Application Architecture, Visual Studio, C++, Visual Basic, J2EE, Websphere, .NET, Web Applications, OOAD, MOM, SOA, SQL, Eclipse, C#, Applications, Java Enterprise Edition, IIS, Integration, Architecture, SOAP, Web Services, Enterprise Architecture, Agile Methodologies, Software Development, Microsoft SQL Server, Message Oriented..., ETL, Data Warehousing, SDLC, Requirements Analysis, Data Modeling, Software Project..., Requirements Gathering, Testing, Databases, Enterprise Software, Software Documentation, Systems Analysis, Business Requirements, Architectures, Software Design
Education
Boston University 1989 — 1993
Masters
State University of New York at Buffalo 1979 — 1985
BS
Money Concepts May 2015 - Present
John Hancock Financial Services April 2014 - April 2015
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
Osborn Financial Group September 2010 - June 2011
R.A. Hall & CO. and Quadrant Financial Services May 2010 - September 2010
CTS Financial Services & Money Concepts Wealth Management May 2009 - May 2010
First Amherst Financial Group September 2008 - January 2009
Skills
Proficient in Microsoft..., Analysis of Banking..., Web applications, Computer Applications, Database applications, Web Applications, Mutual Funds, Portfolio Management, CRM, Leadership, Investments, Marketing, Competitive Analysis, Financial Services, Management, Program Management, Analysis, Sales, Retirement Planning, Sales Operations, Series 63, Finance, Series 7, Retirement, 401k, Fixed Annuities, Series 6, Asset Allocation, Wealth Management, Securities
Education
Boston University
Financial Planning and Services - Center for Professional Education
University of Maine
Certificate, 401(k) Training & Certification Program
Investment Banking Institute 2007 — 2010
Certificate, Investment Banking
Merrimack College 2006 — 2011
Bachelors of Science, Business Administration; Finance
New Hampton Preparatory School 2002 — 2006
Graduate Diploma
John Hancock Financial Services August 2015 - Present
Natixis Global Asset Management January 2015 - March 2015
Natixis Global Asset Management June 2014 - March 2015
WEEI Sports Radio Network May 2013 - August 2013
Wrap Solutions June 2012 - August 2012
Pro Ambitions Hockey Schools June 2011 - August 2011
Wrap Solutions May 2009 - June 2010
Winter Harbor Insurance February 2009 - May 2009
Taylor Made Construction Corp. May 2008 - August 2008
TKO Builders May 2007 - August 2007
Skills
Business Planning, Sales, Investment Advisory, Client Education, New Client Prospecting, Team Building, Social Networking, Social Media, Social Media Marketing, Client Services, Marketing, Advertising, Sports, Event Planning, Investments, New Hire Orientations, Networking, Salesforce.com, Blogging, Management, CRM, Sponsorship, Sports Marketing, Customer Service, Microsoft Office
Education
Boston University 2010 — 2014
Advertising
Belmont Hill School 2005 — 2009
Dunkin' Brands June 2014 - Present
Dunkin' Brands May 2012 - Present
Dunkin' Brands May 2010 - June 2012
Fidelity Investments August 2005 - May 2010
Fidelity Investments February 2004 - August 2005
Federal Reserve Bank of Boston December 2001 - January 2004
Hewlett-Packard 2004 - 2004
MediaMap (Bacon's) May 1999 - September 2001
John Hancock Financial Services March 1998 - May 2000
Skills
Instructional Design, E-Learning, Talent Management, Adult Education, Organizational..., Performance Management, Change Management, Project Management, Workforce, Instructor-led Training, Learning Management, Performance Consulting, Needs Analysis, Captivate, Learning Management..., Blended Learning, ADDIE, Training Delivery, Distance Learning, Leadership Development
Education
Boston University 2001 — 2004
MEd
Northeastern University 1993 — 1998
BA
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - January 2013
John Hancock March 2010 - October 2011
Bullhorn, Inc. July 2006 - February 2010
EDS, an HP company February 1997 - July 2003
Skills
Certified Help Desk..., Project Management..., Microsoft Certified..., Microsoft Certified..., ITIL v3 Foundations..., TQM Certified, Lean Six Sigma Green..., PgMP candidate, Program Management, Product Management, Product Lifecycle..., Program Development, Vendor Management, Six Sigma, Help Desk Support, PMP, Program Management..., Management, Project Management, Project Portfolio..., Data Center, SDLC, Business Process..., PMO, Process Improvement, Integration, Requirements Gathering, Outsourcing, Leadership, Quality Assurance, Project Planning, Relationship Management, Strategic Planning, Service Delivery..., Continuous Improvement, Business Analytics, Portfolio Management, CRM, Business Analysis, IT Strategy, Information Technology
Education
Boston University Questrom School of Business 2001 — 2003
MBA
Clark University 1996 — 1997
Certification
Merrimack College 1986 — 1990
Duel - Bachelor of Science (BS) & Bachelor of Arts (BA)
Sanofi January 2013 - Present
Genzyme Corporation January 2009 - December 2012
Genzyme Corporation October 2006 - December 2008
John Hancock Financial Services December 2002 - September 2006
Universal Software Corporation June 1998 - November 2002
Olivetti July 1995 - May 1998
AMTEL Security Systems August 1994 - June 1995
Skills
Access Management, SSO, Tivoli Identity Manager, Tivoli Access Manager, Enterprise Architecture, LDAP, Identity Management, Meta Directory, Virtual Directory, Identity Federation, Security, IT Service Management, Solution Architecture, Encryption, IAM, Information Security, SDLC, Enterprise Software, SOA, Websphere, Program Management, Unix, CISSP, ITIL, Middleware, Infrastructure, Integration, Cloud Computing, Virtualization, Solaris, Databases, System Deployment, Architecture, IT Strategy, Disaster Recovery, Software Design, System Architecture, EAI, Oracle, VMware, IIS, Perl, Web Services, Software Project..., Agile Methodologies, Unix Shell Scripting, Requirements Analysis, Shell Scripting, Software Development, AIX
Education
Boston University - Metropolitan College
MS
The Maharaja Sayajirao University of Baroda
BS
John Hancock Financial Services January 2008 - Present
Fidelity Investments Management & Research Company April 2003 - January 2008
Fidelity Investments 2006 - 2008
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Trinity College-Hartford 1995 — 1999
BA, Philosophy
Wolters Kluwer Financial Services September 2015 - Present
Suffolk University: Sawyer Business School; Suffolk University Law School August 2012 - Present
Arete Research, LLC March 2010 - September 2015
Babson Capital Management January 2007 - March 2010
Standish Mellon Asset Management 2006 - 2007
JP Morgan Invest LLC 2004 - 2006
Fidelity Investments 1999 - 2004
John Hancock Financial Services 1998 - 1999
Skills
Series 7, Series 63, Series 24, Series 87, Securities, Asset Management, Mutual Funds, Equities, Financial Services, Policy, Alternative Investments, Legal Compliance
Education
Boston University School of Law 2000 — 2004
LL.M., Taxation
Suffolk University Law School 1993 — 1996
JD, Law
Suffolk University 1989 — 1993
BA, History and Communications, Double Major
Ernst and Young Senior ManagerErnst and YoungFebruary 2001 - Present
John Hancock Financial Services 2000 - 2001
Education
Boston University School of Law 2000 — 2002
LLM
University of Pittsburgh School of Law 1994 — 1997
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - January 2014
John Hancock January 2008 - November 2010
State Street Corporation July 2006 - January 2008
Ciber January 2006 - June 2006
Aviva 2002 - 2006
Skills
Analysis, Project Management, Business Analysis, Vendor Management, Risk Management, Business Requirements, Visio, Requirements Analysis, Business Process, Competitive Analysis, Relationship Management, Business Intelligence, Management, Strategic Planning, Requirements Gathering, Insurance, Change Management, Budgets, SDLC, PMP, SharePoint, Financial Services, Process Improvement, IT Strategy, Program Management, Business Process..., PMO, Software Project..., Project Portfolio...
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Brandeis University 1998 — 2002
Bachelor's degree, Economics
John Hancock Financial Services 1994 - Present
Education
Boston University School of Law 1991 — 1994
Law
Brooks School
Connecticut College
B.A., Government
NASDAQ OMX June 2013 - Present
Thomson Reuters November 2010 - Present
Kogut Productions October 2005 - Present
Apple Retail 2006 - 2007
John Hancock Financial Services 2000 - 2005
Fidelity Images/ Fidelity Investments 1996 - 2000
Skills
Video Production, Final Cut Pro, Video Editing, Streaming Media, Motion Graphics
Education
Boston University 1993 — 1997
Bachelor of Science, Broadcasting & Film
John Hancock Financial Network May 2008 - Present
First Marblehead Education Resources 2006 - 2008
First Marblehead November 2006 - September 2007
Commonwealth of Massachusetts March 2006 - September 2006
John Hancock Financial Services 2002 - 2005
John Hancock 1999 - 2002
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1989 - 1993
Filenes 1987 - 1989
Education
Boston University
B.S., Management Studies: Computer Information Systems
University of Massachusetts Boston
John Hancock Financial Services January 2015 - Present
White Mountains Capital April 2013 - December 2014
OneBeacon Insurance April 2010 - March 2013
OneBeacon Insurance November 2007 - April 2010
Deloitte & Touche LLP September 2006 - October 2007
Deloitte & Touche LLP September 2004 - August 2006
Veritude May 2002 - May 2003
Barnes & Noble November 2001 - May 2003
Old South Meeting House November 2001 - February 2002
Plimoth Plantation September 2000 - August 2001
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Accounting, CPA, Financial Statements, Sarbanes-Oxley, General Ledger, Internal Audit, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MS/MBA
Harvard Extension School 1999 — 2000
Certificate in Museum Studies
Bowdoin College 1992 — 1996
A.B.
John Hancock Financial Services May 2013 - Present
John Hancock April 2004 - April 2013
John Hancock Financial Services September 2003 - March 2004
John Hancock Financial Services September 2001 - August 2003
John Hancock Financial Services February 1998 - August 2001
Skills
PMO, Risk Management, Financial Services, Insurance, SDLC, Project Portfolio..., Product Management, CRM, Cross-functional Team..., Management, Program Management, Performance Management, Operations Management, Budgets
Education
Boston University 1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford 1979 — 1983
BS, Economics/Psychology
John Hancock Financial Services May 2015 - Present
John Hancock April 2013 - May 2015
John Hancock July 2011 - April 2013
John Hancock Financial Services August 2004 - July 2010
Education
Boston University - School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
John Hancock Financial Services 2015 - Present
Partners HealthCare 2013 - 2015
MassMutual Financial Group 2013 - 2013
The Hartford 2008 - 2012
MFS Investment Management 1999 - 2007
Skills
Mutual Funds, 401k, Retirement, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Defined Benefit, Defined Contribution, Investments, Pensions, Pension Administration, ERISA, Auditing, Non-Qualified Deferred..., Financial Services, Series 6, QKA
Education
Boston University
Drexel University
Quick, Rios & Associates 2009 - Present
John Hancock Financial Services 1983 - 2009
Krakowiaks 1966 - 1971
Krakowiaks 1966 - 1971
Krakowiaks 1966 - 1971
Education
Boston University School of Law
L.L.M., Taxation
Harvard University
A.B. cum laude, History & Literature
Northeastern University School of Law
J.D., Law
Carnival Corporation December 2005 - Present
John Hancock Financial Services June 2002 - December 2005
JP Morgan Chase May 2001 - June 2002
Metiom (formerly Intelisys) March 2000 - May 2001
Chase Manhattan Bank February 1995 - March 2000
Marshalls, Inc. 1992 - 1994
Skills
Vendor Management, Sourcing, Contract Negotiation, Negotiation
Education
Boston University School of Law 1988 — 1991
J.D., Law
Emory University 1984 — 1988
B.A., Philosophy, Political Science
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance November 2010 - July 2014
John Hancock March 2009 - November 2010
John Hancock Financial Services September 2007 - February 2009
John Hancock November 2002 - September 2007
Pioneer Investments 2001 - 2003
Beth Israel Deaconess Medical Center 1999 - 2000
Skills
HRIS, Metrics, Talent Management, Business Analysis, Analysis, Workforce Planning, Talent Assessment, Presentation Development, Organizational Design, Job Descriptions, Compensation, Performance Management, Employee Surveys, Business Relationship..., HR Strategy, Personnel Management, Strategic Planning, Recruiting, Employee Relations, Employee Engagement, Human Resources
Education
Boston University 1995 — 1999
BA, Psychology
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company August 2011 - March 2015
State Street March 2008 - August 2011
Direxxis, Inc. October 2007 - January 2008
Lawson Software March 2000 - January 2005
Account4 2000 - 2005
Thermax culligan Water treatment October 1996 - July 1998
Thermax Culligan Water Technologies Ltd. 1995 - 1997
Milton Plastic Ltd January 1994 - September 1996
Skills
Database Design, Oracle, Microsoft SQL Server, Databases, SQL, Database Administration, Data Warehousing, Quality Assurance, SDLC, Performance Tuning, ETL, Replication, Disaster Recovery, PL/SQL, T-SQL, Windows Server, Requirements Analysis, Operating Systems
Education
Boston University 1998 — 1998
Certificate, Client server programming
Maharashtra Institute of Technology 1989 — 1993
BE, Polymer Engineering, Pune
University of Pune 1989 — 1993
BE, Polymer
Harvard University July 2014 - Present
RBS Citizens Group January 2011 - 2013
Citizens Bank 2007 - 2009
Citizens Bank 2006 - 2007
John Hancock Financial Services 2001 - 2006
Skills
Leadership, Business Process, Information Security, Information Security..., Disaster Recovery, SDLC, Vulnerability Assessment, ISO 27001, Security, Unix, Network Security, Visio, Microsoft Excel
Education
Boston University
Masters, Computer Science Concentration in Security
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
John Hancock June 2000 - July 2009
John Hancock Financial Services June 2000 - July 2009
Skills
Mutual Funds, Fixed Annuities, Financial Services, Process Improvement, Reinsurance, Business Analysis, Insurance
Education
Boston University 1986 — 1990
John Hancock Financial Services February 2013 - Present
John Hancock Financial Services March 2011 - February 2013
John Hancock Financial Services January 2009 - February 2011
MIB February 2008 - December 2008
Skills
VBA, Insurance, Actuarial Science, Microsoft Excel, Fixed Annuities, Microsoft Office
Education
Boston University 2007 — 2009
Master of Science (MS), Actuarial Science
University of Virginia 2003 — 2007
B.S., Applied Math
The Lawrenceville School 2000 — 2003
Verint May 2013 - Present
MetLife June 2012 - May 2013
Boston University January 2010 - June 2012
Miscellaneous March 2009 - January 2010
JOHN HANCOCK LIFE INSURANCE COMPANY January 2007 - March 2009
John Hancock Financial Services 1989 - 2009
JOHN HANCOCK LIFE INSURANCE COMPANY January 1995 - January 2001
JOHN HANCOCK LIFE INSURANCE COMPANY January 1992 - January 1995
Reimer & Braunstein 1988 - 1989
Reimer & Braunstein 1986 - 1988
Skills
Project Implementation, Business Analysis, Problem Solving, Customer Relations, Contract Negotiation, Insurance, Project Planning, Project Management, Project Finance, Fixed Annuities, Variable Annuities, Mutual Funds, Life Insurance, Customer Service, Budgets, Process Improvement, Visio, Team Leadership, SAP, Integration, ERP, PMO, Management, Operations Management, Training, Outsourcing, Business Strategy, Vendor Management, Contract Management, Business Planning, Enterprise Software, Program Management, Business Process..., Risk Management, Project Portfolio..., Finance, Business Process, Change Management, Cross-functional Team..., MS Project, Requirements Analysis, Business Intelligence, Requirements Gathering, Management Consulting, Software Project..., CRM, IT Management, IT Strategy
Education
Boston University 1999 — 1999
1998, Project Management Certificate
Northeastern University 1991 — 1996
Master, Business Administration
University of Massachusetts 1984 — 1989
Bachelor of Arts, Sociology
Malden Catholic HIgh School 1981 — 1985
High School Diploma, College Prep
Hach Company (Danaher Corporation) September 2014 - Present
Hach Company (Danaher Corporation) December 2011 - September 2014
John Hancock Financial Services April 2011 - November 2011
Project Repat January 2011 - November 2011
John Hancock Financial Services March 2008 - April 2011
John Hancock Financial Services April 2007 - March 2008
John Hancock Financial Services June 2005 - April 2007
Putnam Investments March 2005 - June 2005
Putnam Investments July 2004 - March 2005
Putnam Investments December 2003 - July 2004
Skills
Social Media, Marketing Strategy, Marketing Communications, Market Research, Marketing, Social Media Marketing, Competitive Analysis, Event Planning, Email Marketing, Strategic Planning, Product Marketing, Trade Shows, Integrated Marketing, Leadership, Entrepreneurship, Strategy, Cross-functional Team...
Education
Boston University Questrom School of Business 2008 — 2011
MBA
Providence College 1999 — 2003
B.S.
CVS Health September 2014 - Present
John Hancock Financial Services December 2013 - September 2014
Public Consulting Group November 2012 - November 2013
Staples August 2012 - November 2012
Dunkin' Brands 2010 - August 2012
Fidelity Investments 2007 - 2009
State Street 2006 - 2007
State Street 2004 - 2006
State Street 1999 - 2004
Skills
Operations Management, Strategic Planning, Vendor Management, Process Improvement, SDLC, Project Management, Business Continuity, Leadership, Information Technology, Integration, PMO, Risk Management, Program Management, Management, IT Strategy, Analysis, Software Project..., Business Analysis, Project Delivery, Cross-functional Team..., Change Management, Visio
Education
University of Rhode Island 1987 — 1991
Bachelor Of Science
Boston University
Bryant University
Business Analyst Certificate
John Hancock Financial Services November 2012 - Present
John Hancock Financial Services November 2011 - November 2012
John Hancock Financial Services April 2006 - November 2011
MFS Investment Management March 2004 - April 2006
MFS Investment Management July 2002 - March 2004
Skills
Series 6, Series 63, Series 7, Mutual Funds, Retirement Planning, CRPC, 529 Plans, Variable Annuities, Wealth Management, Estate Planning, Asset Allocation, Financial Services, Sales, Retirement, Fixed Annuities
Education
Bowling Green State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Communications/Marketing
MFS Investment Management June 2004 - November 2008
John Hancock Financial Services October 1997 - June 2004
F.W. Dodge/McGraw-Hill August 1991 - October 1997
Education
Boston University 1986 — 1990
MA, Geography
University of Portsmouth 1982 — 1985
BA, Economics and Geography
Bank of America March 2011 - Present
John Hancock Financial Services 2009 - 2011
Standish 2000 - 2009
Skills
Bloomberg, Bonds, Fixed Income, Investments, Portfolio Management, Mergers
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance, General
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
UniFirst Corporation January 2014 - Present
Enterprise Rent A Car June 2005 - January 2014
Enterprise Rent A Car October 2003 - June 2005
Enterprise Rent A Car October 2000 - October 2003
John Hancock Financial Services August 1999 - August 2000
Skills
Sales, Sales Management, Marketing Communications, Customer Service, Marketing Strategy, Marketing Research, Management Development, Social Media Marketing, Product Marketing, Marketing Management, Finance, Sales Presentations, International Marketing, International Relations, Entrepreneurship, fund raising, Digital Marketing, Business Strategy, Automotive Aftermarket, Marketing, New Business Development, Cold Calling, Sales Process, Forecasting, Leadership, Management, Account Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Marketing
Boston University 1995 — 1999
Bachelors, International Relations; East Asia
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services February 2013 - June 2015
John Hancock Life Insurance Company (U.S.A.) June 2011 - February 2013
John Hancock January 2008 - June 2011
Homesite Insurance April 2005 - December 2007
Homesite Insurance November 2004 - April 2005
Homesite Insurance June 2004 - November 2004
Education
Suffolk University Law School 2010 — 2014
Juris Doctor (J.D.), Concentration in Business and Financial Services, with distinction, Cum Laude
Suffolk University 2006 — 2008
Masters in Liberal Arts, Criminal Justice
Boston University 2005 — 2006
Certificate, Paralegal
Stonehill College 2000 — 2004
Liberal Arts, Criminal Justice
Waters June 2014 - Present
John Hancock March 2008 - May 2014
John Hancock Financial Services November 2007 - March 2008
KNF&T Staffing Resources August 2006 - November 2007
Grand Circle Corporation July 2005 - July 2006
Grand Circle Corporation July 2004 - July 2005
Skills
Business Development, Mergers & Acquisitions, Due Diligence, Insurance, Project Planning, Microsoft Office, Customer Service, Public Speaking, Project development and..., Natural leader,..., Experience working with..., Creative "outside the..., Keen ability to..., Superb time management..., Process improvement &..., Technical proficiency..., Management, Human Resources, Analysis, Budgets, Administration, Training, Access
Education
Boston University 2010 — 2010
Certificate, Paralegal Studies
Eastern Nazarene College 2005 — 2007
Bachelor of Arts, Business Management
Eastern Nazarene College 2003 — 2005
Associate of Arts, Business Management
John Hancock Financial Services Contract ProgrammerFidelity Investments2005 - 2008
Grossman's 1975 - 1980
Skills
SDLC, Visio, DB2, COBOL, Mainframe, CICS, Requirements Gathering, Business Analysis, Vendor Management, Requirements Analysis
Education
Clark University 1995 — 1995
Client Server Development Certificate
Quincy College 1982 — 1985
Computer Science
Boston University - Metropolitan College 1978 — 1980
Computer Science
John Hancock Financial Services October 2007 - Present
Citi Fund Services 2004 - 2007
Goodwin Procter LLP 2001 - 2004
The Honorable Frank H. Freedman, U.S. District Court for the District of Massachusetts 1999 - 2001
Northeastern University 1997 - 1997
Skills
Closed-end Funds, Corporate Governance, Investment Management, Mutual Funds, Securities Regulation, Contract Negotiation
Education
Northeastern University School of Law 1996 — 1999
Doctor of Law (J.D.)
Boston University 1991 — 1995
Bachelor of Arts (B.A.) with Distinction, International Relations
Quintiles Outcome December 2012 - Present
CIDC June 2010 - December 2012
John Hancock 2000 - 2009
John Hancock Financial Services 2000 - 2009
State Street Corp 1995 - 2000
Thomson Financial 1992 - 1995
Skills
Agile Methodologies, SDLC, SQL, Scrum, Full SDLC, Requirements Analysis, Agile Project Management, Software Project..., Data Modeling, Business Analysis, Data Warehousing, Visio, Requirements Gathering, Business Requirements, Microsoft SQL Server, Quality Assurance, Software Documentation
Education
Boston University 1995 — 1997
MS in Computer Science, Computer Science
Northeastern University 1988 — 1991
BS in Computer Science, Computer Science
135
Middlesex School November 2013 - Present
Emerson Hospital April 2011 - October 2013
The Virginia Thurston January 2009 - March 2010
Nashoba Brooks School June 2008 - September 2008
Vodia Capital, LLC July 2007 - July 2008
Shott Capital Management, LLC November 2000 - October 2004
TowerGroup (Subsidiary of Reuters Group, plc) November 1998 - November 2000
John Hancock Financial Services April 1996 - October 1998
Colgate-Palmolive Company January 1995 - June 1995
Burns & Levinson, LLP September 1992 - June 1994
Skills
Financial Modeling, Nonprofits, Marketing Strategy, Market Analysis, Strategic Financial..., Asset Management, Strategy, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Market Research, Analysis
Education
Saint Lawrence University 1988 — 1992
B.A., Political Science, Economics, International Relations
Boston University
Ecole Superier de Commerce
International Business, Marketing
Northeastern University
Masters, Business Administration
Gold & Associates 1993 - Present
john hancock financial services June 1980 - January 1993
Education
Boston University - School of Management
BS/BA, MANAGEMENT
Winchester Public School System September 2005 - Present
Independent Marketing Consultant January 2000 - December 2004
John Hancock Financial Services 1995 - 2000
New England Financial Services 1988 - 1993
Education
Boston University 1976 — 1980
BA, English Literature
John Hancock Financial Services June 2013 - Present
Brandeis University International Business School September 2012 - April 2013
Diamond Resorts International June 2012 - August 2012
Pexel Telephone Research Specialist LTD January 2011 - February 2011
China Construction Bank June 2010 - August 2010
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2009 - August 2009
Skills
Accounting, Corporate Finance, Insurance, Excel, Financial Analysis, Risk Management, Valuation, Bloomberg, Financial Modeling, Matlab, Financial Forecasting
Education
Worcester Polytechnic Institute 2014 — 2016
Master's Degree, Marketing and Technological Innovation, Current GPA:4.0
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts in International Economics & Finance, Finance
The University of Glasgow 2010 — 2011
Accounting & Finance
Southwestern University of Finance and Economics 2007 — 2011
Bachelor of Economics, Insurance
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services January 2011 - April 2015
New York Life Retirement Plan Services 2008 - 2011
BB&T 2006 - 2008
BB&T 2004 - 2006
New York Life Retirement Plan Services 2001 - 2004
New York Life Retirement Plan Services 1998 - 2001
John Hancock Financial Services 1997 - 1998
John Hancock Financial Services 1995 - 1997
Travelers 1990 - 1995
Skills
Retirement, Financial Services, Relationship Management, Employee Benefits, Business Analysis, Business Process..., Small Business
Education
University of Rhode Island - College of Business Administration
B.S., Finance
Boston University 2001 — 2003
Certified Financial Planner Program
John Hancock Financial Services March 2015 - Present
Education
Bowdoin College 1984 — 1988
Bachelor of Arts (B.A.), Mathematics/Economics Interdisciplinary
Booz Allen Hamilton August 2014 - Present
Boston University School of Management September 2013 - Present
BNY Mellon June 2013 - August 2013
John Hancock Financial Services May 2012 - August 2012
Apps Associates July 2011 - August 2011
Citizen Schools July 2011 - August 2011
Caritas Norwood Hospital June 2007 - October 2009
Skills
Microsoft Word, Excel,..., SQL & Data mining, Blogging, Analysis, Newsletters, Research, Proposal Writing, Nonprofits, Social Media, Windows & Mac operating..., Social Networking, MS Project, Highly detail oriented, WordPress, Access, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sharon High School 2006 — 2010
Liberty Mutual Insurance January 2009 - Present
JPMorgan Chase August 1999 - October 2008
John Hancock Financial Services January 2001 - December 2001
Education
Boston University 1995 — 1995
RETS Electronic School 1995 — 1995
Certificate in Technical Electronics
John Hancock Financial Services 2000 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Financial Reporting, Corporate Finance, Financial Services, Business Analysis, Sarbanes-Oxley Act, Accounting, Asset Allocation, Equities, Finance, Asset Management, Investments, Financial Planning
Education
Boston University
BS Business Administration, Finance, minor in Economics
Suffolk University
Master of Business Administration (MBA), Finance, General
Emerson College February 2015 - Present
John Hancock Financial Services November 2014 - December 2014
Homesite Insurance July 2014 - October 2014
Boston University May 2013 - July 2013
People's Insurance Company of China July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, SQL, Eviews, FoxPro, SAS, Microsoft Word, PowerPoint, Research, Access, Actuarial Science, Corporate Finance, VBA, Analytics, Data Analysis, Outlook, Teamwork, Analysis, Financial Analysis, Financial Modeling, Cash Management, Project Management, Microsoft Project
Education
Boston University 2012 — 2014
Master of Science (M.S.), Actuarial Science
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Arts (B.A.), Insurance and Accounting
Deloitte May 2007 - Present
John Hancock Financial Services January 2001 - May 2007
Appellate Tax Board of Massachusetts January 2005 - August 2005
Skills
Tax Research, Tax Accounting, Tax Advisory, Tax, Income Tax, Tax Law, Big 4, US GAAP, GAAP, Financial Reporting
Education
Boston University School of Law 2006 — 2008
Master of Laws (LL.M.), Taxation
New England School of Law 2002 — 2006
Doctor of Law (JD)
Actuarial Design May 2014 - Present
Symetra March 2012 - May 2014
John Hancock Financial Services May 2006 - March 2012
Skills
Actuarial Consulting, Actuarial Science, GGY Axis, Financial Modeling, Life Insurance, Valuation, Microsoft Excel, VBA, Pricing
Education
Boston University 2001 — 2004
Bachelor’s Degree, Mathematics