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
John Hancock Life Insurance Company July 2014 - Present
Sally Gould Dance Center September 2005 - Present
John Hancock Financial Services July 2013 - July 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - July 2013
Merrimack Special Education Collaborative June 2007 - January 2011
Skills
Word, Excel, PowerPoint, Access, Teamwork, Time Management
Education
Bryant University 2007 — 2011
Bachelor of Science, Actuarial Mathmatics
Pfizer (Formely Wyeth Research) February 2008 - Present
Mount Auburn Hospital October 2001 - February 2008
New England/Massachusetts Regional Building Committee March 1990 - March 2002
Cambridge College August 2001 - December 2001
Harvard Street Neighborhood Health Center July 2001 - August 2001
JOHN HANCOCK FINANCIAL SERVICES March 1980 - March 2001
Skills
Microsoft Office 2007, Microsoft Office 2010, Administrative Support, Outlook, Microsoft Office, Budgeting, Accounts Payable, Administrative..., Budgets, Event Planning, Microsoft Excel, Time Management, Expenses, Microsoft Word, Training, Management, Office 2010, Process Scheduler, Software Documentation, PowerPoint, Access, Office Administration, Customer Service, Travel Arrangements, Healthcare, Calendars, Office Management, Spreadsheets, Adobe Acrobat, Supervisory Skills, Calendaring, Ariba, Troubleshooting, Research, Data Entry, Records Management, Confidentiality, CTMS, Clinical Development, Document Management, Visio, CRO, Regulatory Submissions, Meeting Planning, Data Management, Sop, Pharmaceutical Industry, Administrative...
Education
Xintra Institute of Technology 2002 — 2003
Certificate Programs, A+ PC Repair, Network+
Cambridge College 2001 — 2002
Certificate, Oracle Developer
Somerville High 1974 — 1977
High School, Business
Baystate Financial Services July 2013 - Present
John Hancock Financial Services March 2009 - July 2013
MetLife March 1986 - March 2009
Skills
Retirement Planning, Business Planning, Insurance, Special Needs, Investment Strategies, Annuity Sales, Non-profit Board..., municipal benefits
Education
Bridgewater State University 1976 — 1980
Bachelor of Science/Education, Health and Adaptive Physical Education
Walpole High School 1972 — 1976
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services September 2013 - Present
New York Life Retirement Plan Services April 2010 - April 2015
New York Life Retirement Plan Services April 2010 - June 2013
Matera Vopat Matera & Johnson PC July 2009 - April 2010
Invensys June 2007 - May 2009
Skills
Legal Research, 401k, Retirement, Payroll, Invoicing, Benefits Administration, employee resource groups, Qualified Retirement..., Insurance, Financial Services, Employee Benefits, Retirement Planning, Investments, Team Building
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Industrial and Organizational Psychology
Bridgewater State College 2005 — 2009
Bachelor's degree, Political Science and Government
WS Development March 2014 - Present
ACE Group February 2014 - March 2014
WilmerHale January 2014 - February 2014
John Hancock Financial Services January 2013 - July 2013
Whole Foods Market March 2012 - July 2013
Cambridge College 2012 - 2013
Vector Marketing September 2011 - March 2012
Skills
mobile iron, Time Management, Windows 7, Troubleshooting, Mobile Technology, Laptops, Microsoft Excel, Technical Support, Computer Hardware, Access, Information Technology, Outlook, IT skills, Windows XP, Photoshop, Windows, Direct Sales, Home Care, Sales, Networking, OS X, Teamwork, Data Analysis, Computer Maintenance, RSA SecurID, Bilingual-English/Spanis..., Active Directory, Windows XP Pro
Education
Cambridge College 2012 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology
Parkway Academy of Technology and Health 2007 — 2011
High School Diploma, General studies
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. July 2011 - January 2015
Sears Holdings Corporation November 2009 - May 2011
John Hancock Financial Services June 2009 - September 2009
Skills
Portfolio Management, Sales Operations, Retail Banking, Banking, Account Management, African development, Team Leadership
Education
Lesley University
Business Administration and Management, General
Bunker Hill Community College
Business/ Marketing
Consultant 2010 - Present
UPLIFT (Urban People Living In Faith and Trust) 2006 - 2010
MANA de San Diego November 2001 - May 2005
Ryan Young Interiors October 2000 - November 2001
Motivational Systems, Inc. October 1999 - October 2000
Lloyd's Liberty Homes, Inc. January 1999 - March 1999
John Hancock Financial Services March 1997 - October 1998
Galactic Computers February 1995 - November 1997
Beal Properties, LLC July 1994 - January 1996
Skills
Nonprofits, Fundraising, Public Speaking, Strategic Planning, Community Outreach, Volunteer Management, Event Planning, Public Relations, Program Development, Leadership
Education
California State University, Fresno
Bachelor of Science (BS), Business Administration-Finance
John Hancock Financial Services June 2012 - Present
John Hancock Financial Services November 2009 - June 2012
National Alliance on Mental Illness of Massachusetts July 2009 - September 2009
Boston Area Rape Crisis June 2009 - August 2009
Suffolk County District Attorney’s Office January 2007 - May 2007
Education
New England Law Boston 2008 — 2011
J.D.
Bridgewater State University 2004 — 2008
B.S, Criminal Justice
Equity Real Estate, LLC 2012 - Present
ETS and Associates 1986 - 1990
John Hancock Financial Services 1984 - 1986
Skills
Real Estate Economics, Real Estate, Financial Planning, Negotiations, Contract Negotiation, Real Estate Transactions, Finance, Customer Satisfaction, Mortgage Industry, Communication, Strategic Planning, Marketing Strategy, Investors, Financial Analysis, Short Sales, Series 7, Retirement Planning, Leadership, Strategic Financial...
Education
Brigham Young University
Bachelor’s Degree, Financial Planning and Counseling
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
NC Farm Bureau January 2001 - Present
Blue Cross and Blue Sheild of North Carolina January 2001 - Present
John Hancock Financial Services January 2001 - Present
State Farm Insurance January 1999 - December 2000
State Farm Insurance November 1997 - December 1999
Western & Southern Financial Group September 1994 - December 1997
Skills
Homeowners, Whole Life, Umbrella Insurance, Commercial Insurance, Renters, Term Life Insurance, Property & Casualty..., Casualty, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, General Insurance, Fixed Annuities, Long Term Care Insurance, Liability, Insurance, Legal Liability, Inland Marine, Workers Compensation, Permanent Life Insurance, Licensed Property, Licensed Life, Estate Planning, Marine Insurance, Retirement Planning, Personal Lines Auto, ATV, Roth IRA, Boat, Cafeteria Plans, Buy-sell Agreements, LUTCF, Licensed Life Insurance..., Flood Insurance, Motorcycle, Medicare, Commercial Lines, Universal Life, Retirement, Key Person Insurance, Individual Health..., Life, Retirement Plan..., Professional Liability, Underwriting, Claim, Employee Benefits, Financial Planners, Accident
Education
The American College 2010 — 2011
Financial Services Specialist (FSS), life insurance / financial planning
The American College 2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Life Insurance and Planning
Campbell University 1989 — 1994
Bachelor's degree, Social Sciences
Jordan Matthews High School 1984 — 1988
Criteo June 2015 - Present
Kahuna Inc 2014 - Present
Dynamics Inc. May 2013 - August 2013
John Hancock Financial Services September 2006 - July 2012
Skills
Valuation, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Microsoft Excel, SQL, Bloomberg, PowerPoint, Microsoft Word, Access, Accounting, Finance
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
The Chinese University of Hong Kong 2014 — 2014
University of Massachusetts, Amherst
Bachelor's Degree
John Hancock Financial Services April 2015 - Present
New York Life Investment Management February 2014 - April 2015
New York Life Investment Management July 2012 - February 2014
Combined Insurance June 2012 - July 2012
Skills
Defined Benefit, Pension Administration, Fixed Income, Alternative Investments, Mutual Funds, Analytical and Problem..., Financial Modeling, Investments, Asset Management, Corporate Finance, Due Diligence, Licensed Life & Health..., Life Insurance
Education
Bridgewater State College 2009 — 2012
Bachelor's of Science, Mathematics
University of Massachusetts Dartmouth 2007 — 2009
Mathematics and Computer Science
Ameriprise Financial Services, Inc. November 2001 - Present
Bank One June 1999 - September 2001
John Hancock Financial Services August 1984 - May 1999
Education
University of Chicago 1977 — 1980
No degree, Biological and Physical Sciences
California State University-Sacramento 1974 — 1977
BA With Honors, Anthropology
Eastern Michigan University 1966 — 1968
none, Biology, General
Rue La La October 2014 - Present
John Hancock Financial Services August 2014 - October 2014
Fish & Richardson P.C. January 2014 - July 2014
The Carroll School August 2013 - December 2013
La Marca & Sons January 2010 - August 2013
Digitas August 2011 - January 2012
Year Up 2011 - 2012
Eastern Standard January 2008 - January 2010
Skills
VPN, Technical Support, Laptops, Software Installation, Hardware, Blackberry, Cisco Technologies, Lotus Notes, Microsoft Office, Windows 7
Education
Year up 2011 — 2012
Year Up, Inc
Technical Certificate; B.S, Information Technology; Business Management
Bunker Hill Community College
Associates of Science, Culinary ArtsAssociates of Science
Lynnfield High School
High School Diploma
Centrus Premier Home Care (division of Maxim Healthcare Services) 2004 - Present
Fisher Pierce (division of Danaher Corporation) 2000 - 2004
John Hancock Financial Services 1994 - 1999
Skills
Human Resources, Training, Onboarding, Employee Relations, Employee Benefits, New Hire Orientations, Management, Temporary Placement, Healthcare, Customer Service, Leadership, Applicant Tracking..., Hiring
Education
Suffolk University
Master of Business Administration (MBA)
Bridgewater State College
Bachelor of Science (BS) in Education
BNY Mellon February 2014 - Present
John Hancock Life Long term Care July 2007 - May 2013
John Hancock Financial Services December 1997 - July 2007
John Hancock Life Insurance 1994 - 1997
John Hancock Retail Service 1989 - 1994
John Hancock Retail Service 1988 - 1989
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Microsoft Office, ICC Application, Filenet, Workbench, AWD System, NT 2000, DST and WMS system, Microsoft Word, Microsoft Excel, Outlook, LifePro, WLTC Applications system, Office Specialist, Great communications..., Great Organizer, Great Customer Service, Multi Tasking, Office Support, Self-motivated Team..., Fast-paced, fast adapt to new skills, Account Reconciliation, Underwriting Assistant, Invoicing
Education
Bunker Hill Community College 1988 — 1991
Accounting and Business/Management
City of Long Beach June 2015 - Present
City of Oakland January 2014 - June 2015
City of Modesto April 2011 - January 2014
City of Coral Springs December 2007 - April 2011
USAC May 2005 - December 2007
John Hancock Financial Services October 1996 - May 2005
Bay Networks January 1995 - October 1996
Stream International January 1993 - January 1995
Skills
IT Strategy & Execution, Corporate Mission..., Green IT &..., Service Level Agreements, Program & Project..., Process Improvement, Enterprise IT Systems, Cloud Computing, Web 2.0, SaaS, Supply Chain Management, Enterprise Architecture, eCommerce Strategy &..., Mergers & Acquisitions, Team Building &..., New Product &..., Profit and Loss..., Vendor & Contract..., ITIL, IT Governance, IT Strategy, Enterprise Systems, Sustainability, Program Management, Green IT, Leadership, Mission, Vendor Management, Mergers, Team Building, Product Development, Integration, Governance, E-commerce, IT Management, Cross-functional Team..., Security, Disaster Recovery, Data Center, SDLC, Business Analysis, Visio, Business Process..., Management, Information Technology, Project Planning, Business Process, Analysis, Strategic Planning, PMO
Education
Georgetown University 2005 — 2006
Post Graduate
Cambridge College 2003 — 2005
M.S.
Harvard University 2000 — 2002
Graduate
Penn State University 1988 — 1992
Undergraduate
Kronos Incorporated October 2014 - Present
Kronos Incorporated October 2001 - September 2014
Landrocket Database Solutions December 2000 - September 2001
EHorizon.com/Software Technologies Ltd. June 1997 - July 2000
John Hancock Financial Services September 1996 - September 1998
Skills
Workforce Management, Enterprise Software, ERP, Management, SaaS, Professional Services, Solution Selling, Software Implementation, Business Analysis, Cloud Computing, Requirements Analysis, Kronos, Business Intelligence, Pre-sales, Integration, Business Process, Software Project..., Salesforce.com, Vendor Management, CRM, SDLC, Consulting, Databases
Education
San Jose State University 1995 — 1999
BSIT
Capella University 2008 — 2010
MBA
John Hancock Financial Services January 2012 - Present
FactSet Research Systems July 2010 - January 2012
Market Metrics December 2009 - July 2010
State Street June 2007 - December 2008
Investors Bank & Trust January 2005 - June 2007
Skills
Active Directory, Windows Server, XP, SharePoint, Visio, Operating Systems, Technical Support, IIS, Access, Group Policy, Blackberry, Information Security, Security, McAfee, Software Installation, Sarbanes-Oxley Act, Integration, Windows XP, OS X, Lotus Notes, Software Documentation
Education
Cambridge College 2007 — 2008
BSM, Business Management
Rita Technology Services January 2015 - Present
Day of Caring for Breast Cancer Awareness South Florida August 2014 - Present
John Hancock Financial Services 2002 - January 2015
Jefferson Pilot Financial September 1995 - November 2002
WinNeaT, Windows NT User Group -Miami 1999 - 2001
JP Realty 1993 - 1996
Skills
Leadership, Training, Business Analysis, System Administration, Team Building, Process Improvement, Network Administration, Relational Databases, Database Design, Wireless Networking, Remote Desktop, Technical Support, Proprietary Software, Networking, Video Conferencing, Insurance, Vendor Management, Small Business, Public Speaking, Risk Management, Strategic Planning, Management, Customer Service, Program Management, Sales, Account Management, Budgets, Business Development, Sales Management, Microsoft Office, Microsoft Excel, Time Management, Team Leadership, Data Mining, Data Analysis, Mail Merge, Desktop Application..., TCP/IP, WiFi, Video Production, Security, Web Design, Graphics, Hardware Support, Mobile Phone Apps, End User Training, Audio Visual Support, Troubleshooting, Marketing, Servers
Education
Broward College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Broward Community College 1989 — 1990
Integrity Property Management of Chico April 2011 - Present
Ray Morgan Company July 2002 - October 2012
Professional Impressions June 1996 - June 2002
John Hancock Financial Services June 1986 - September 1989
Skills
Leadership, Management, Customer Service, Strategic Planning, Team Building, Employee Training, Sales, Marketing, Project Management, Public Speaking, Coaching, Small Business, Social Media Marketing, Entrepreneurship
Education
Corban University 1971 — 1974
California State University-Chico 1970 — 1970
Butte College 1970 — 1971
Integrated Financial Group January 1989 - Present
Lincoln Financial Advisors July 1999 - February 2013
John Hancock Financial Services June 1989 - July 1999
Skills
Business Strategy, Estate Planning, Risk Management, Strategic Planning, Management Consulting, Tax Advisory, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Succession Planning, Finance, Asset Management, Strategy Coordinator, Business Planning, Business Development, Estate Tax Planning, Financial Modeling, Financial Planners, Financial Reporting, Investment Strategies, Mergers, New Business Development, Personal Finance, Private Equity, Real Estate, Retirement Planning, Start-ups, Strategy, Tax, Wealth, Small Business, Entrepreneurship, Wealth Accumulation, Due Diligence, Investment Advisory, Valuation, Management, Financial Advisory, Wealth Management...
Education
Ricks College 1982 — 1984
Bachelor of Business Administration (B.B.A.)
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services December 2008 - March 2014
Skills
SDLC, Business Requirements, Vendor Management, Requirements Gathering, Project Management, Business Analysis, Visio, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Business Process..., Process Improvement, Data Warehousing, SharePoint
Education
Bridgewater State College 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Off Newbury April 2015 - Present
Aflac 2015 - May 2015
John Hancock Life Insurance Company (U.S.A.) 2011 - August 2014
John Hancock Life Insurance Company (U.S.A.) 2007 - 2011
John Hancock Financial Services 2005 - 2007
The Limited November 2002 - December 2004
Mass. Office of Student Financial Assistance 2001 - 2004
Eastern Bank 2000 - 2001
Gap Inc. August 1998 - August 2000
Skills
Sales, Long Term Care Insurance, Insurance, Salesforce.com, Long-term Care, Lotus Notes, Customer Service, Life Insurance, LTCP, Toast Masters, Life Accident and Health, CLTC, Internal Wholesaler, Microsoft Office, Visual Basic, Siebel, Avaya, Client Relations Skills, Problem Solving, Computers, Salesforce, Disability Insurance, Accidental Insurance, Dental Insurance, Vision Insurance, Cancer Insurance, Management
Education
Bunker Hill Community College 2003 — 2005
Computer Information Systems, Computers
Bunker Hill Community College
Computer Information Systems
BitSight Technologies September 2014 - Present
John Hancock Financial Services July 2013 - December 2013
Town of Barnstable May 2010 - June 2013
Massachusetts Attorney General's Office September 2012 - December 2012
Massachusetts Trial Court July 2011 - December 2011
Skills
Lexis, FINRA, OFAC, PACER, Lotus Notes, Fingerprinting, Research, Microsoft Office, Data Mapping, ARIN, RIPE, LACNIC, APNIC, Domain Tools, Deteque, Physical Security, LexisNexis, Investigation, PowerPoint
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, Minor in Business Administration, 3.62/4.0 Magna Cum Laude
Cape Cod Community College 2009 — 2010
Criminal Justice and Corrections
D'Oleo Analytica, Inc. January 2011 - Present
Universidad Iberoamericana School of Business February 2013 - Present
Edward Jones July 2008 - February 2011
John Hancock Financial Services June 2007 - August 2007
American Chamber of Commerce June 2006 - August 2006
Skills
Strategy, Leadership, Public Speaking, Entrepreneurship, Strategic Planning, Marketing Communications, Portfolio Management, Management Consulting, Social Media, Spanish, Analysis, Research, Public Relations, Sales Management, Business Planning, Business Strategy, Sales, Negotiation, Policy, Project Planning, Wealth Management, New Business Development, Start-ups
Education
University College London, U. of London 2011 — 2012
Master of Science, Public Policy
Brandeis University 2004 — 2008
BA, Majors: Economics, Politics Minors: Business, LatAm Studies
Bosch August 2012 - September 2013
Red Bull North America, Inc. September 2010 - August 2012
RP Manufacturing, Inc. 2008 - 2010
John Hancock Financial Services 2007 - 2007
American Express Financial Advisors 2005 - 2006
Skills
Cost Analysis, SAP, PowerPoint, Financial Reporting, Spreadsheets, Financial Analysis, Cost Benefit, Microsoft Excel, Financial Modeling, Strategic Planning, Internal Controls, Process Improvement, Variance Analysis, Leadership, Forecasting, Analysis, Accounting
Education
California State University-Long Beach - College of Business Administration 2010 — 2014
Master, Business Administration
California State University-Long Beach - College of Business Administration 2004 — 2007
Bachelor of Science, Finance
John Hancock Financial Services October 2014 - Present
NutraClick (formerly Hungry Fish Media) May 2014 - October 2014
TITLE Boxing Club January 2013 - January 2014
Liam Maguire's restaurant/pub October 2006 - August 2013
Skills
Customer Service, Customer Satisfaction, Sales Management, Microsoft Office, Sales, Teamwork, Team Leadership, Team Building, Direct Sales, Marketing, Social Media, Social Media Marketing, Social Networking, Marketing Strategy, Networking, Market Research, Entrepreneurship, Coaching, Leadership, Management, Research, Microsoft Excel
Education
Salem State University 2011 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, Economics and Related Support Services
Cape Cod Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Falmouth High School 2005 — 2008
Diploma, Zoology/Animal Biology
First Foundation Bank April 2015 - Present
Colorado Brokerage Group, LLC July 2013 - December 2014
Colorado Brokerage Group,LLC February 2006 - July 2013
Colorado Brokerage Group, LLC March 2005 - February 2006
John Hancock Financial Services September 2002 - March 2005
Principal Financial Group August 2001 - September 2002
ING U.S. (Insured Investor Group) 2000 - 2001
Ing Reinsurance 1998 - 2000
ING U.S.--Security Life of Denver 1988 - 1998
Skills
Management, Insurance, Sales, Marketing, Consulting, Marketing Strategy, Branding, Development Of..., Insurance Brokerage, Brokers, Non-Qualified Deferred..., Executive Bonus 162..., Long Term Care Insurance, Strategy, Roth Alternative Plans, Relationship Management, Financial Planning, Advanced Marketing, Cross-functional Team..., Team Mentoring, Strategic Partnerships, Training, Point of Sale Meetings, Life Insurance, Retirement Planning, Fixed Annuities, New Business Development, Retirement, Long-term Care
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
College for Financial Planning
Certified Financial Planner
The American College
Chartered Life Underwriter (CLU)
Ingram Micro May 2014 - Present
inLighten September 2012 - May 2014
John Hancock Financial Services January 2010 - September 2012
Skills
Sales, CRM, New Business Development, Management, Marketing Strategy, Sales Process, Marketing, Customer Service, Strategic Planning, Microsoft Excel, Market Research, Microsoft Office, Sales Prospecting, Trade Shows, Financial Analysis, Salesforce.com, Cloud Applications, Account Management, Sales Management, SaaS
Education
Canisius College 2005 — 2009
Bachelor of Science (BS), Finance, General
John Hancock Financial Services July 2015 - Present
Loomis, Sayles & Company June 2014 - August 2014
Grand Circle Corporation June 2013 - August 2013
Citizens Bank May 2012 - January 2013
Grand Circle Corporation April 2011 - August 2011
Education
Bridgewater State University 2011 — 2015
Bachelor’s Degree
John D. O' Bryant 2007 — 2011
High School
John Hancock Financial Services May 2013 - Present
John Hancock Financial Services February 2009 - May 2013
John Hancock Financial Services July 1997 - February 2009
Bank of the West (previously known as Sanwa Bank) October 1988 - June 1997
Wells Fargo Bank October 1986 - October 1988
Skills
Credit, Investments, Loans, Equities, Financial Services, Restructuring, Management, Treasury Management, Negotiation, Trade Finance, Financial Analysis, Financial Modeling, Asset Management, Finance, Accounting, Portfolio Management, Corporate Finance, Valuation, Risk Management, Mergers & Acquisitions, Due Diligence
Education
Pacific Coast Banking School
California State University, Fresno 1986 — 1989
B.S.,, Accounting and Finance
Golden Gate University
EMBA, Masters Business Administration
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
John Hancock Financial Services July 2013 - Present
Whole Foods Market February 2012 - Present
Year Up February 2012 - Present
Boston Children's Hospital July 2011 - August 2011
Earthen Vessels Mentoring and Tutoring Program September 2005 - June 2011
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Editing, Outlook, Spanish-speaking, Organizational..., Telephone Skills, Sales, Fundraising, Data Entry, Critical Thinking, Software Documentation
Education
Cambridge College 2013 — 2014
Finance and Financial Management Services
Year Up 2013 — 2014
Finance and Financial Management Services
University of Massachusetts Boston 2011 — 2012
General Studies
Cathedral HIgh School 2007 — 2011
High School Diploma
MassMutual Financial Group August 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Financial Services October 2011 - December 2012
Joss Data Inc. January 2010 - September 2011
Wellington Management July 2009 - December 2009
Skills
VBA, Statistics, Financial Engineering, Fixed Income, Quantitative Analytics, Asset Allocation, Investments, S-Plus, Matlab, Quantitative Finance, Bloomberg, Equity Research, Equities, Hedging, Investment Management, Derivatives, Financial Modeling
Education
Carnegie Mellon University 2006 — 2007
MS, Computational Finance
University of International Business and Economics (对外经贸大学) 1997 — 2001
BA, Economics and Finance
No. 4 Middle School 1994 — 1997
Gloria Nilson & Co Real Estate July 1997 - Present
Century 21 Fraybern July 1995 - July 1997
John Hancock Financial Services June 1993 - March 1995
Ramada Inn February 1991 - May 1993
Rondell Construction March 1989 - May 1991
Various Positions May 1968 - February 1989
Skills
Negotiation, Real Estate, Residential Homes, Investment Properties, Marketing, Listings, Buyers, Sellers, Property, Townhomes, Short Sales, Single Family Homes, Selling, Condos, First Time Home Buyers, Sales, Real Estate Transactions, Relocation, Buyer Representation, New Home Sales
Education
Fairleigh Dickinson University 2010 — 2010
Paralegal
Brookdale Community College 1987 — 1988
San Diego State University-California State University 1967 — 1969
Computers
Academy of Our Lady of Peace 1963 — 1967
College Prep
Signator Investors, Inc. March 2013 - Present
John Hancock Financial Services March 2012 - Present
John Hancock Financial Services 2002 - June 2007
Skills
Strategic Financial..., Forecasting, Financial Reporting, Finance, General Ledger, GAAP, Management, Investments, Income Statement, Financial Services, Risk Management, Insurance, Financial Accounting, Corporate Finance, Managerial Finance, Analysis, Process Improvement, Essbase, Accounting, Financial Analysis
Education
Bryant University 1984 — 1988
B.S. in B.A., Accounting
Southern New Hampshire University
Financial Forensics and Fraud Investigation
MassMutual Financial Group January 2013 - Present
Hartford Life Insurance Company January 2003 - December 2012
Hartford Life Insurance Company January 1994 - January 2002
MetLife January 1993 - January 1994
John Hancock Financial Services January 1991 - January 1993
Skills
Retirement Solutions, Deferred Compensation, FINRA Series 6, Retirement, Series 6, Financial Advisory, 401k, Financial Planning, Insurance
Education
Boston University's Financial Planning Program 2014 — 2016
(CFP) - Financial Planning Program
University of Maryland University College 2011 — 2013
MS, Financial Management, 3.0 GPA
University of Maryland University College 2006 — 2009
Masters, Business Administration, 3.0 GPA
Capella University
Bachelor of Science, Business; Marketing and Sales, 3.0 GPA
University of Delaware
Pfizer July 2015 - Present
Pfizer September 2014 - June 2015
Boston Public Health Commission May 2013 - September 2014
John Hancock Financial Services August 2012 - January 2013
Boston Children's Hospital June 2010 - September 2011
Hyde Square Task Force October 2007 - June 2010
Skills
Computer Hardware, Hardware, Laptops, Troubleshooting, Computer Repair, Printers, Windows 7, Servers, XP, Windows, Operating Systems, Active Directory, Windows Server, Software Installation, VMware, Network Administration, A+ Certified, Linux, Technical Support, Computer Maintenance, Spanish Full..., English Professional..., Desktop Computers, Windows XP, Windows Vista, Networking, Help Desk Support
Education
Cambridge College 2012 — 2013
Year Up, Inc./ Cambridge College Alumni, Information Technology, Classes taken at Year Up: IT(A+ certification), customer service, and Business c
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
John Hancock Financial Services February 2014 - Present
Market Basket September 2006 - June 2014
John Hancock Financial Services July 2013 - January 2014
Skills
Process Improvement, Microsoft Excel, Customer Service, Microsoft Office, Time Management, Computer Hardware, Windows 7, Windows xp, Printer Toners, Graphic Design, Information Technology, Cisco Technologies, Troubleshooting, Computer Building, Technical Support, Windows XP, Laptops, PowerPoint, Teamwork
Education
Cambridge College 2013 — 2014
Year Up 2013 — 2014
Ahh...Qua Bed & Breakfast July 2013 - Present
Ahh...Qua Bed & Breakfast July 2013 - Present
John Hancock Financial Services June 2006 - January 2013
Boston June 1997 - May 2006
Education
Bridgewater State College 1976 — 1979
Bachelors of Science, Social Work
State Street January 2015 - Present
John Hancock Financial Services May 2014 - Present
Brigham and Women's Hospital November 2013 - July 2014
Skills
Bilingual in English..., Proficient in Microsoft..., Experienced in..., Able to use Microsoft..., • Knowledgeable..., Laptops, Desktop Computers, Windows 7, Active Directory, Windows XP, Technical Support, Troubleshooting, Lotus Notes, Computer Hardware, VPN
Education
Bunker Hill Community College 2009 — 2012
Bachelor's degree, Music Theory and Composition
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services April 2009 - Present
Humanity Corps 2013 - 2014
Humanity Corps September 2003 - August 2013
New York Life Retirement Plan Services September 2008 - April 2009
New York Life April 2004 - August 2008
New York Life February 2002 - April 2004
Skills
Fluent in Spanish, 401k, Retirement, Pensions, Mutual Funds, Series 6, Series 63, Leadership, Financial Services, Retirement Planning, Spanish, Software Documentation, FINRA, Defined Benefit, Securities, Investments, Asset Allocation, Public Speaking
Education
Brigham Young University 1992 — 1995
B.A., Economics
Assurant Health February 2013 - Present
Assurant Health May 2011 - February 2013
Assurant Health April 2004 - May 2011
John Hancock Financial Services March 2000 - March 2004
Time Insurance Company September 1984 - March 2000
Skills
Testing, System Testing, Test Cases, Cross-functional Team..., ClearQuest, Training, Test Execution, Mainframe, User Acceptance Testing, Quality Center, Test Planning, Requirements Gathering, Meeting objectives, Coordinate Meetings
Education
Cardinal Stritch University 2010 — 2013
MBA, Business
Cardinal Stritch University 2006 — 2008
Bachelors in Managing Information Systems, Information Systems
Cardinal Stritch University 2004 — 2006
Associates in Science with a Concentration in Business, Business
John Hancock Financial Services September 2014 - Present
Sun Life Financial June 2012 - September 2014
Northwestern Mutual April 2011 - June 2012
Skills
Finance, Leadership, Financial Analysis, Insurance, Data Analysis, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
La Salle Academy 2004 — 2008
HS Diploma, General Studies
Automed Technologies (previously owned by AmerisourceBergen; sold to Intelligent Hospital Systems) December 2012 - April 2015
AmerisourceBergen Drug Company May 2009 - December 2012
PDI, inc for Athena Diagnostics August 2006 - August 2008
ATK Foods January 2005 - August 2006
Anokha (Boutique) July 2003 - December 2004
Schering-Plough and Key Pharmaceuticals March 1998 - July 2003
TCG, now AT&T November 1996 - February 1998
John Hancock Financial Services October 1995 - October 1996
John Hancock Financial Services October 1994 - October 1995
Skills
Sales Operations, Account Management, New Business Development, Key Account Management, Building Relationships, Sales, Sales Process, Direct Sales, Pharmaceutical Sales, Leadership, Marketing Strategy, Strategic Thinking, Contract Negotiation, Solution Selling, Start-ups, B2B, Driving Growth, Management, Managed Care, Healthcare, Training, Customer Retention, Strategic Account..., Pharmacy Automation, Project Management, Contract Management, Product Launch, Specialty Pharmaceutical, Long-term Customer..., Strategic Planning, Pharmaceutical Industry
Education
University of Virginia Darden School of Business 2015 — 2015
Certificate, Business/Corporate Communications, enrolled
University of Wisconsin-Madison 2014 — 2014
Continuing Education, Finance, Pass
Case Western Reserve University 2013 — 2014
Continuing Education, Inspiring Leadership Through Emotional Intelligence, Pass
DePaul University 2001 — 2001
Continuing Education, Entrepreneurial and Small Business Operations, Pass
Purdue University 1986 — 1990
B.S., Retail Management, Human Resources Management
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
John Hancock Financial Services February 2002 - August 2010
Skills
Mutual Funds, Process Improvement, Financial Services, Operations Management, Insurance, Business Analysis, Risk Management, Vendor Management, Business Process..., Project Management, Customer Service, Financial Analysis, Project Portfolio..., Change Management, Team Building, Program Management, Analysis
Education
Lesley University 1999 — 2001
Master of Science (MS), Management
Bridgewater State College 1992 — 1996
Bachelor's degree, Management Science
Province Lake Golf May 2010 - April 2014
John Hancock Financial Services 1996 - April 2006
John Hancock Financial Services 1992 - 1996
Skills
Marketing, Marketing Communications, Business Process..., Strategic Planning, Business Process..., Business Requirements, Operations Management, IT Operations, Disaster Recovery, Employee Training, Training Delivery, Technical Training, Management, Project Management, Software Project...
Education
Bridgewater State College 1978 — 1982
Bachelor of Science (B.S.), Elementary Education and Teaching
Mercer Health and Benefits Administration, LLC April 2015 - Present
Mercer Health and Benefits Administration, LLC April 2013 - April 2015
John Hancock Financial Services July 2011 - April 2013
Skills
401k, Benefits Administration, Employee Benefits, HRIS, Insurance, Long-term Care, PowerPoint, Retirement, Medicare, Life Insurance, Claim, Team Building
Education
Bridgewater State University 2006 — 2011
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bridgewater State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John Hancock Financial Services July 2013 - Present
DST Retirement Solutions January 2011 - July 2013
Boston Financial Data Services June 2008 - December 2010
Nestle Waters North America April 2006 - June 2008
Skills
Mutual Funds, Financial Reporting, Microsoft Excel, Mergers, Analysis, Retirement, Customer Service, PowerPoint, Microsoft Office, Business Analysis, Microsoft Word, Transfer Agency, Mergers & Acquisitions, Accounting, Financial Services, Account Reconciliation, Software Documentation, Project Management
Education
Curry College 2009 — 2011
MBA, Business Administration and Management, General
Bridgewater State University 2003 — 2008
BS, Finance
Tick Management Group May 2008 - Present
Carnegie Mellon University May 2007 - January 2009
Tick Management Group June 2004 - May 2008
SVM Model Management March 2001 - June 2004
Vogue April 2000 - February 2001
Dean & Deluca June 1998 - March 2000
John Hancock Financial Services March 1997 - June 1998
Skills
Brand Management, Human Capital Management, Business Planning, Public Relations, Non-profits, Data Analysis, Policy Analysis, Program Evaluation, Fundraising, Public Policy, Statistics, Grant Writing, Public Speaking, Research, Program Management, Social Media, Leadership, Organizational..., Management Consulting, Business Development, Management, Strategy, Marketing, Project Management, Event Planning, Consulting, Entrepreneurship, Nonprofits
Education
Carnegie Mellon University 2006 — 2008
MPM, Management & Organizational Design
State University of New York Empire State College 2004 — 2006
BS, Business Management & Economics, Oraganizational Behavior
Fashion Institute of Technology 1998 — 2001
Fashion Marketing
Bronx House School of Performing Arts August 2014 - Present
Ardea Arts July 2014 - Present
Bones Jones Music September 2012 - Present
Chatham Distribution January 2012 - September 2012
John Hancock Financial Services March 2011 - August 2011
Skills
Performing, Teaching, Composition, Piano Education, Voice Lessons, Flute, Lesson Planning, Experience Working with..., Teaching Adults, Singing, Playing By Ear, Music Theory, Music Education, Teaching all levels of..., Music Notation, Contemporary, Jazz, and..., Notation, Chamber Music, Recording
Education
New England Conservatory of Music 2006 — 2010
Bachelor's degree in Music Performance, Jazz Voice
Northeastern University 2009 — 2009
[Not a degree, took summer courses electively], Psychology and Political Science, A
Carnegie Mellon University 2006 — 2006
Pre-College Summer Intensive/Certification (summer of '06), Classical Voice and Music Theory
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
Liberty Mutual Insurance July 2012 - Present
Liberty Mutual May 2008 - June 2012
Liberty Mutual January 2002 - May 2008
John Hancock Financial Services 1981 - 2000
Skills
Project Management, Business Process..., Operations Management, IT Management, Process Improvement, Vendor Management, SDLC, Leadership, Data Center Management, Program Management, Strategy, Information Technology, Management, IT Operations, Disaster Recovery, IT Service Management, Data Center, Infrastructure..., Risk Management, Analysis, Software Development, Business Process
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2008
Certificate, Operations Management
Bunker Hill Community College 1979 — 1981
AS, Computer Science
Malden Catholic High Scool 1976 — 1979
High School
IGATE October 2014 - April 2015
Fuzion Analytics May 2014 - August 2014
US Insurance Group - John Hancock Life and LTC 2013 - 2014
John Hancock Life Insurance Company (U.S.A.) 2006 - 2013
John Hancock Financial Services 2002 - 2006
John Hancock Financial Services 2000 - 2002
Assurant 1986 - 1999
Skills
Insurance, Long Term Care Insurance, Financial Services, Microsoft Excel, Series 6, Health Insurance, Retirement, Retirement Planning, Series 63, Underwriting, Mutual Funds, Series 7, Risk Management, Long-term Care, Fixed Annuities, Life Insurance, 401k, Strategic Planning, Employee Benefits, Process Improvement, Management
Education
Cardinal Stritch University
Master's Degree, Health/Health Care Administration/Management
University of Wisconsin-Stevens Point
Bachelor's Degree, Forest Management/Forest Resources Management
Independent Insurance Brokerage April 2014 - Present
Investors Marketing Services October 2011 - March 2014
The Hartford March 2010 - September 2011
Independent Channel Distribution March 2007 - March 2010
Penn Mutual January 2001 - April 2007
New England Life (now MetLife) January 1995 - January 2001
John Hancock Financial Services January 1990 - January 1995
Colonial Investment Services January 1987 - January 1990
Skills
External Wholesaler,..., Relationship Management, Sales Presentations, Key Account..., Sponsor Relations, Point-of-Sale Life..., Conference and Event..., Retirement Planning, Social Security..., Marketing Communications, Marketing Strategy, Strategic Partnerships, Life Insurance Case..., Life Insurance, Financial Services, Annuities
Education
Cambridge College 1992 — 1994
Master's, Business Management
Bentley College 1984 — 1989
Bachelor of Science Candidate, Marketing
Arlington High 1977 — 1980
SoulFusion November 2013 - Present
Securitas Security Services USA, Inc. June 2012 - Present
Pine Street Inn April 2013 - June 2015
John Hancock Financial Services February 2013 - July 2013
Year Up 2013 - 2013
Cradles to Crayons June 2010 - September 2010
Northeastern University June 2006 - July 2006
Skills
Microsoft Office, Salesforce Training, Computer Hardware, Ghost Imaging, Blackberry Enterprise..., Lexmark Printers, Enterprise Software, Cisco Certified, Troubleshooting, Windows 7, Technical Support, Time Management, Teamwork, Software Installation, C, Community Outreach, Social Networking
Education
University of Massachusetts Boston 2013 — 2016
Biology, General, Sophomore
Cambridge College 2012 — 2013
Computer and Information Sciences and Support Services
Massachusetts College of Liberal Arts 2010 — 2011
Biology, General
BCLA
BCLA
BCLA
Law Office of James M. Chernetsky May 2015 - Present
United States District Court, District of Massachusetts August 2006 - December 2013
City of Boston Law Department September 2000 - August 2006
John Hancock Financial Services June 1998 - August 2000
Atwood & Cherny, P.C. September 1997 - February 1998
Skills
Civil Litigation, Courts, Federal Courts, Legal Research, Trials, Trial Practice, Legal Writing, Appeals, Mediation, Personal Injury, Torts, Employment..., First Amendment, Westlaw, Jury Trials, Class Actions, Civil Rights Litigation, Family Law, Tax Law, Employment Law, Public Liability, Hearings, Lexis, Legal Assistance, Intellectual Property, Product Liability, Commercial Litigation, Public Policy, Civil Rights
Education
University of Wisconsin Law School 1994 — 1997
Doctor of Law (J.D.)
Canisius College 1984 — 1988
Bachelor of Arts (B.A.), History, English, Classics
Kenmore West Sr. High
John Hancock Financial Services June 2014 - Present
Travelers June 2013 - August 2013
Travelers June 2012 - August 2012
Skills
Financial Analysis, Financial Accounting, Presentations, Competitive Analysis, Data Entry, Data Management, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Data Analysis, Pricing
Education
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Northwest Catholic High School 2006 — 2010
Maxim Healthcare Services February 2014 - Present
Maxim Healthcare Services November 2012 - February 2014
Maxim Healthcare Services April 2012 - November 2012
Maxim Healthcare Services June 2011 - April 2012
John Hancock Financial Services March 2010 - July 2010
Skills
Healthcare, Healthcare Management, Hospitals, Nursing, Healthcare Information..., Home Care, Customer Service, HIPAA, Cpr Certified, Recruiting, Clinical Research, EMR, BLS, Process Improvement, Leadership, Medicare, Policy, Interviews, Medicaid, Payroll, Temporary Placement, Hiring, Insurance, Healthcare Industry, Screening, Team Building, Cold Calling, College Recruiting
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Marketing
John Hancock Financial Services October 2015 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - October 2015
Hewlett Packard April 2004 - June 2012
John Hancock Life Insurance Company (U.S.A.) November 2006 - October 2010
John Hancock Financial Services July 2005 - December 2006
Target Corporation August 2004 - July 2005
Skills
Insurance, Mutual Funds, Series 7, Sales, Investments, Fixed Annuities, Life Insurance, Customer Service, Management, Series 63, Coaching, Financial Services, Asset Allocation, Employee Benefits, Relationship Management, Series 6, CRPC
Education
Cambridge College
Bachelor of Science (B.S.)
Matt Merzoian Retirement Plan Advisory Services September 2012 - Present
Wells Fargo Advisors April 2007 - September 2012
Owner Founder, Pension Resource Associates, Inc. September 1998 - July 2007
LPL Finanical July 2004 - April 2007
John Hancock Financial Services August 1992 - September 2004
Education
Carroll College 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Fresno City College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Knowledgent April 2015 - Present
John Hancock Financial Services February 2012 - April 2015
State Street Corporation (SSGM) October 2005 - February 2012
Bonaire Software Solutions, LLC 2000 - 2005
State Street Corporation 1996 - 2000
Skills
Fixed Income, Derivatives, Financial Services, Business Analysis, Trading, Bloomberg, PMP, Capital Markets, Project Management, Requirements Gathering, Agile Project Management, Settlement, Risk Management, Equities, Trading Systems, Software Documentation, Mutual Funds, Portfolio Management, Interest Rate..., Dodd-Frank, Market Data, Resource Management, StrengthsFinder, Business Process Mapping, Investment Banking, Financial Risk, Hedge Funds, Gloss, Project Planning, Collateral Management, Corporate Actions, Asset Management, Fund Accounting, Credit Derivatives, Back Office, Middle Office, Summit, Business Process..., MS Project, FX Options, Financial Markets, Market Risk, Investment Management, Regulatory Reporting, Findur, Bonds, Electronic Trading, Alternative Investments, Microsoft Project
Education
Bryant University 1992 — 1996
BS, Finance, Psychology
John Hancock Financial Services January 2015 - Present
ADP March 2014 - December 2014
JP Morgan Chase Bank, N.A September 2011 - March 2014
HSBC October 2010 - September 2011
Education
Fairleigh Dickinson University-Metropolitan Campus 2010 — 2012
Masters Degree (MPA), Public Management & Economic Policy
Caldwell University 2006 — 2010
Bachelor of Arts
John Hancock Financial Services August 2009 - Present
Beacon Consulting Group July 2007 - August 2009
New England School of Court Reporting 2004 - 2006
Freedom Capital Management July 1987 - April 2002
State Street Bank 1986 - 1987
Skills
Financial Analysis, Risk Management, Process Improvement, Vendor Management, Project Management, Mutual Funds, Financial Reporting, Fund Accounting, Valuation, Financial Services, Securities, Bloomberg
Education
Saint Anselm College 1982 — 1985
Bachelor of Arts (B.A.), Business and Economics
Bridgewater State College 1981 — 1982
Bridgewater-Raynham Regional High School
John Hancock Financial Services September 2015 - Present
Medical Specialties Distributors, LLC November 2013 - September 2015
Medical Specialties Distributors, LLC October 2012 - November 2013
Smart Destinations Inc. April 2011 - October 2012
The Paper Store October 2005 - April 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Inventory Management, Microsoft Word, Social Media, Facebook, Sales, Outlook, Salesforce.com, Visual Merchandising, E-commerce, Leadership Development, Management, Healthcare, Account Management, Process Improvement, Time Management, Strategic Planning, New Business Development, Forecasting
Education
Bridgewater State College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Management
Raytheon Integrated Defense Systems May 2015 - Present
ViSalus March 2014 - Present
John Hancock Financial Services July 2013 - September 2013
John Hancock Life Insurance Company (U.S.A.) January 2013 - June 2013
Teradyne January 2012 - June 2012
GE January 2011 - July 2011
IHOP January 2005 - September 2010
Custom Wireless March 2009 - September 2009
Skills
Oracle, Engineering Change..., Hardware Design, Electrical Testing, Digital Electronics, Financial Planning, Landscape Design, Hospitality Industry, B2C marketing, Marketing Strategy, Social Media Marketing, Social Networking, Consumer Advertising, Hardware Architecture, Strategic Financial..., Electricity, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD, Management, Project Planning, C++, Process Improvement, Marketing, Testing, Manufacturing, Product Development, Software Documentation
Education
Boston College 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Northeastern University 2009 — 2014
Bachelor of Science, Electrical Engineering
Central Catholic High School 2005 — 2009
High School Diploma, Basic Studies
Bryant University 2008 — 2008
Business Award Program, General Studies
John Hancock Financial Services April 2014 - August 2014
Brown Brothers Harriman March 2013 - May 2013
BNY Mellon March 2010 - October 2010
Bank of America October 2005 - May 2009
Skills
MS Word, Office Excel, Microsoft Power Point, Microsoft Access, Microsoft Outlook, Outlook, Corporate Finance, Recruiting, Accounting, Financial Services, Access, Microsoft Excel, Banking, Management, Risk Management, Loans, Data Entry, Internal Controls, Account Reconciliation, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Financial Analysis, Finance, Customer Service, Training
Education
Cambridge College 2008 — 2011
Bachelor's, Business Managment
The Law Office of Sandra Horvath, LLC May 2014 - Present
ASPCA March 2014 - June 2014
Capital University Law School September 2012 - August 2013
United States District Court for the Southern District of Ohio May 2013 - June 2013
John Hancock Financial Services July 2010 - June 2011
John Hancock Financial Services 1997 - 2010
John Hancock Financial Services 1994 - 1997
John Hancock Financial Services 1991 - 1994
City of Athens Income Tax Department August 1986 - May 1990
Skills
Securities, Estate Planning, Mutual Funds, Corporate Law, Insurance, Series 7, Investments, Retirement Planning, Financial Services, Series 63, Contract Negotiation, Due Diligence, Animal Law, FINRA, 401k
Education
Capital University Law School 2011 — 2013
Juris Doctor, Law, Magna Cum Laude
Ohio University 1990 — 1991
Master of Business Administration (MBA), Finance
Ohio University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
John Hancock Financial Services December 2014 - Present
Allstate March 2014 - November 2014
Hertz September 2013 - March 2014
Hertz March 2013 - September 2013
PepsiCo(internship) May 2012 - May 2013
Skills
Customer Service, Sales, Time Management, People Skills, Microsoft Office, Leadership, Communication, Event Management, Customer Satisfaction, Management, Merchandising, Training, New Business Development, Product Marketing
Education
Bridgewater State University 2009 — 2013
Business Management, Business, Management, Marketing, and Related Support Services
Sigma Chi fraternity
John Hancock Financial Services 2014 - Present
Conning June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Social Networking, Accounting, Teamwork, Time Management, Data Analysis, Financial Analysis, Leadership, Research
Education
Bryant University 2010 — 2014
Bachelor of Science, Accounting
Comcast Business June 2015 - Present
Comcast Business July 2008 - Present
LownHome Financial 2006 - 2008
Accredited Home Lenders 2005 - 2006
AEGIS Funding Corporation 2002 - 2005
WIN/KIN Home Equity January 1998 - January 2002
The Money Store January 1997 - January 1998
John Hancock Financial Services January 1996 - January 1997
Altegra Credit Company January 1990 - January 1996
ITT Financial Services January 1989 - January 1990
Skills
Cold Calling, Account Management, Consultative Selling, Salesforce.com, Sales Management, Selling, Direct Sales, Telecommunications, Training, VoIP, Marketing, Customer Service, Forecasting, Telephony, Managed Services, Sales Process, Vendor Management, CRM, Co-location, Sales, Customer Experience, Customer Retention, Wireless, Call Centers, Sales Operations, Unified Communications, B2B, Sales Presentations, Strategic Partnerships, Customer Satisfaction, Lead Generation
Education
California University of Pennsylvania 1982 — 1986
BS, Business Admin / Minor Marketing
Greater Johnstown HS 1979 — 1982
Herzallah and associates April 2009 - Present
Allstate Financial Services, LLC May 1999 - August 2004
John Hancock Financial Services February 1997 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
UC Berkeley 2009 — 2012
Associate's degree, Labor and Industrial Relations
CSU Sacramento 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Public Administration
John Hancock Financial Services June 2014 - Present
John Hancock Financial Services February 2013 - June 2014
Wrentham Co-operative Bank July 2012 - February 2013
Wrentham Co-operative Bank May 2009 - July 2012
Siemens Healthcare June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, Financial Analysis, Data Analysis, Finance, Economics, Empirical Research, Banking, Operations Research, Bank Reconciliation, Account Reconciliation, Accounts Payable
Education
Bryant University 2008 — 2012
Bachelor of Science, Finance
King Philip Regional High School 2004 — 2008
Diploma
Scotiabank Global Banking and Markets June 2015 - Present
John Hancock Financial Services June 2014 - Present
Travelers November 2013 - May 2014
CIBC June 2013 - October 2013
Manulife Financial - Treasury Department August 2012 - May 2013
BMO Financial Group December 2010 - August 2012
Bank of Montreal January 2008 - December 2010
BMO Financial Group January 2007 - February 2008
BMO Nesbitt Burns November 2005 - January 2007
TD Insurance August 2005 - November 2005
Skills
Business Analysis, Business Process, Requirements Gathering, Business Requirements, Business Process..., User Acceptance Testing, Requirements Analysis, Project Management, Management, Banking, Team Leadership, SDLC, Strong verbal and..., Analytical and..., Documentation, Test Planning, Visio, Problem Solving, Mutual Funds, Microsoft Excel, Software Documentation, Risk Management, Team player, Administration, Financial Analysis, Equities, Portfolio Management, Investments, Testing, Project Planning, SQL, Customer Relations, Access, Securities, PowerPoint, Word, Financial Planning, Retail Banking, Microsoft Office, MS Project, Fixed Income, Risk, Outlook, XML, Six Sigma, Lotus Notes, Business Intelligence, Quality Assurance, Teaching, Salesforce.com
Education
RYERSON UNIVERSITY May 2008 2008 — 2008
Brock University 2000 — 2005
Economics (Honors), Computer Science and Business
John Hancock Financial Services May 2015 - Present
Cognizant Technology Solutions March 2004 - Present
Prudential Insurance May 2009 - April 2015
MetLife January 2006 - April 2009
Cognizant 2004 - 2009
Citigroup September 2003 - March 2004
Skills
Fixed Annuities, Business Strategy, Informatica, Fixed Income, Integration, System Integration..., Management Consulting, Analysis, Requirements Analysis, SDLC, Business Analysis, User Acceptance Testing, System Testing, Regression Testing, Software Quality..., Test Cases, Business Process, Test Strategy, Agile Methodologies
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2015
University of Madras 2000 — 2003
Kendriya Vidyalaya
Plymouth Public Schools July 2014 - Present
Plymouth Public Schools September 2007 - July 2014
Barnstable Public Schools September 2001 - July 2007
John Hancock Financial Services 1998 - 1999
Day-Timer 1987 - 1997
Mellon Bank - Independence Information Systems 1987 - 1989
AT&T Bell Laboratories 1984 - 1987
Pennsylvania Bureau of Narcotics and Drug Control January 1979 - June 1984
Skills
Instructional Technology, Classroom, Teacher Training, Educational Technology, Technology Integration, Teaching, Elementary Education
Education
Bridgewater State College 2003 — 2005
Masters in Education, Instructional Technology
Cape Cod Community College 2001 — 2002
Certificate, Web Design
DeSales University 1982 — 1986
B.S. in Computer Science, Computer Science Major; Business Management Minor
John Hancock Financial Services January 2014 - Present
Student Nurse Journey December 2011 - January 2014
Hartford Life 2002 - January 2012
The Hartford 2000 - 2002
John Hancock Signature Services 1999 - 2000
John Hancock Signature Services 1998 - 1999
Putnam Investments 1997 - 1998
Fortis Investors / DFC 1994 - 1997
Skills
Sales Management, Direct Sales, Financial Planning, Coaching, New Business Development, Leadership, Training, Strategic Financial..., Team Building, Management, Budgets, Sales, Sales Process, Fundraising, Team Management, Finance, Customer Retention, Advertising, Onboarding
Education
Lesley University 2005 — 2006
Masters, Management Science
Bridgewater State University 1988 — 1990
BS, Business Management
Mass Bay Community 1985 — 1987
AD, Computer Information Systems
Bayview Loan Servicing, LLC February 2012 - Present
Berkshire Hathaway Home Services Florida Realty 12/2008 to Present (Part-time) December 2008 - Present
Litton Loan Servicing, LLC October 2010 - November 2011
Ocwen Loan Servicing, LLC December 1997 - November 2008
Ocwen Loan Servicing, LLC December 1997 - November 2008
Great Western Financial Securities April 1997 - December 1997
John Hancock Financial Services January 1996 - April 1997
Macys July 1993 - January 1996
Skills
Certifications: SAFE..., Mortgage Lending, Foreclosures, Mortgage Banking, REO, Credit, Loss Mitigation, Banking, Short Sales, Loans
Education
Northwood UniversityWest Palm
Bachelors, Business Administration
Brookdale Community College
Associate of Arts, Business Administration
Brick Computer Science Institute
Certificate, Computer Repair
Prosperity Financial Solutions January 2004 - Present
John Hancock Financial Services September 1991 - 2004
MassMutual Financial Group January 1987 - August 1991
Skills
Retirement, Retirement Planning, Estate Planning, Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Long-term Care, Series 6, IRAs, 401k, Long Term Care Insurance, Securities, Financial Services, Finance, Financial Planners, Wealth, Financial Planning
Education
Florida State University - College of Business 1985 — 1987
Bachelor of Arts (B.A.), Marketing and Risk Management
U.S. Army Officer, Basic and Advanced,Combat Engr. Schools. Fort Belvoir,Va. and Fort Leonard Wood,M 1985 — 1986
Broward Community College 1982 — 1984
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Fort Lauderdale High School 1978 — 1982
Miller Wealth Advisors, LLC April 2006 - Present
John Hancock Financial Services January 1994 - March 2006
Skills
Finance, Management, Financial Planners, Series 7, IRAs, Mutual Funds, Investment Advisory, Investments, Wealth, Asset Allocation, High Net Worth..., Employee Benefits, Investment Management, Small Business, Portfolio Management, Wealth Management..., Risk Management, Estate Tax Planning
Education
Brandeis University 1983 — 1987
Bachelor of Arts, Psychology
Deloitte August 2012 - Present
PricewaterhouseCoopers, LLP 2004 - July 2012
Niaratna Business Solutions 1997 - 2002
John hancock 1977 - 1997
John Hancock Financial Services 1977 - 1997
Skills
Accounting, Tax, Information Security..., Financial Audits, Management, Business Planning, Risk Management, Due Diligence, Information Security, Business Process...
Education
Cambridge College
Southern New Hampshire University
Ernst & Young January 2013 - Present
John Hancock Financial Services September 2012 - January 2013
Ameriprise Financial June 2010 - July 2012
Bank of America July 2002 - June 2010
PwC Consulting July 1996 - June 2002
Skills
Asset Management, Mutual Funds, Middle Office, Back Office, Project Portfolio..., Operational Risk..., Application Development, Application Management, Production Support, Enterprise Integration, MBA, MBA Finance, PMP, Scrum, Consulting, Asset Managment, Application Lifecycle..., Vendor Management, Enterprise Software, Software Development, SDLC, Program Management, Integration, Mergers & Acquisitions, ITIL, Management, Leadership, Financial Services, Governance, PMO, Business Process, Requirements Gathering, IT Management, Risk Management, Outsourcing, Business Analysis, IT Strategy, Information Technology, Business Requirements, Business Process..., Portfolio Management, Project Delivery, Business Intelligence, Enterprise Architecture, Fixed Income, Banking, Business Process...
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Corporate Finance
California State University-Chico 1991 — 1996
BS, Business Admin - Mgmt Information Systems
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services May 2013 - Present
John Hancock May 2012 - May 2013
John Hancock Financial Services November 2011 - May 2012
John Hancock Financial Services March 2009 - November 2011
John Hancock Financial Services December 2006 - March 2009
John Hancock Financial Services October 2000 - November 2006
New England Financial December 1993 - October 2000
Skills
Financial Services, Mutual Funds, Account Management, Equities, Risk Management, Strategic Planning, Tactical Operations, Change Management, Outcome Management, Business Case..., Collaborative Problem..., Leadership Development, Mentoring, ability to influence..., Project Portfolio..., Management, Leadership, Sales, Training, Project Management, Integration, Business Case, Insurance, Business Analysis, SDLC, Vendor Management, Process Improvement, Strategy
Education
Bridgewater State College 1989 — 1993
Bachelor of Science (B.S.), Business/Commerce
Bridgewater State University 1989 — 1993
Batchelor of Management Science, Marketing
UMB Fund Services July 2010 - February 2013
JP Morgan Chase September 2008 - July 2010
John Hancock Financial Services June 2005 - May 2006
John Hancock Financial Services June 2004 - June 2005
Skills
Portfolio Management, Fixed Income, Management, Equities, Separately Managed..., Investments
Education
Bryant University 1998 — 2002
Boston College High School 1994 — 1998
Boston University April 2013 - Present
Consultant January 2009 - Present
UniCare June 1997 - December 2008
Blue Cross Blue Shield of MA June 1992 - March 1997
Towers Perrin 1988 - 1991
New England Life 1984 - 1988
John Hancock Financial Services 1982 - 1984
Shiloah Insurance May 1982 - November 1982
John Hancock Financial Services 1977 - 1981
Skills
Health Insurance, Insurance, Data Analysis, Underwriting, Employee Benefits, Leadership, Medicare, Actuarial Science, Managed Care, Analysis, Program Management
Education
Brown University 1973 — 1977
Sc.B., Mathematics
Classical High School 1970 — 1973
John Hancock Financial Services March 2015 - Present
LehmanMillet April 2014 - March 2015
McK Healthcare May 2012 - April 2014
McK Healthcare January 2012 - May 2012
McK Healthcare March 2010 - December 2011
Lucini Creative September 2008 - March 2010
Covidien March 2009 - February 2010
Staples September 2008 - December 2008
Holland-Mark March 2006 - September 2008
The Boston Globe July 2003 - March 2006
Skills
Creative Direction, Adobe Creative Suite, Typography, Logo Design, Creative Strategy, InDesign, Email Marketing, Adobe Acrobat, Banner Ads, Corporate Identity, Mac, Integrated Marketing, Posters, Interaction Design, Direct Mail, Packaging, Art Direction, QuarkXPress, Marketing Communications, Advertising, Collateral, Visual Communication, Web Design, Illustration, Concept Development, Photography, Graphic Design, User Interface Design, Illustrator, Brochures, Graphics, Layout, Corporate Branding, Branding & Identity, Image Manipulation, Newsletters, Digital Strategy, Annual Reports, Digital Marketing, User Experience, Banners, Photoshop, Catalogs, Pre-press, Brand Development, Interactive Advertising, Direct Marketing, Dreamweaver, Copywriting, Art
Education
Bridgewater State College 1988 — 1992
Bachelor Degree, Graphic Design
John Hancock Financial Services 1982 - Present
John Hancock 1990 - 2008
Skills
Insurance, Financial Services, Series 7, Series 24, Privacy Compliance, Privacy Training and..., Market Conduct, Process Improvement, Risk Management, Vendor Management
Education
Suffolk University 1979 — 1981
Bachelor's degree, Sociology/Criminology
Bunker Hill Community College 1977 — 1979
Associate Degree, Criminal Justice
John Hancock Financial Services June 1997 - Present
John Hancock Life Ins Co Usa July 2005 - April 2015
John Hancock Life Ins Co Usa May 2001 - July 2005
John Hancock Life Ins Co Usa August 1999 - May 2001
John Hancock Mutual Life Ins June 1997 - August 1999
Skills
Insurance, Management, Underwriting, Life Insurance, Health Insurance, Microsoft Excel, Financial Services, Analysis, Long-term Care
Education
Hesser College 1995 — 1997
Associate's degree, Medical/Clinical Assistant
Mount Washington College 1995 — 1997
Associate Degree, Business Science/Medical Assistant
Bunker Hill Community College
FIS Global October 2013 - Present
John Hancock January 2009 - November 2011
John Hancock Financial Services April 1993 - January 2009
First Data Investor Services Group (Formerly TSSG) 1987 - 1993
Education
Bryant University 1983 — 1987
Business Administration and Management, General
Retired February 2007 - Present
John Hancock Financial Services 2001 - 2006
IBM Global Services November 2000 - July 2005
P&H Solutions September 1999 - November 2000
State Street September 1998 - September 1999
Unicare March 1997 - September 1998
John Hancock January 1982 - March 1997
Skills
Solaris, Project Management, Data Center, Customer Service, Vendor Management, Windows Server, SDLC, Integration, Disaster Recovery, Unix
Education
MGH Institute of Health Professions 2005 — 2007
Cert in Medical Imaging, Medical Imaging
Bridgewater State University 1979 — 1981
Computer Science
Massachusetts College of Pharmacy and Health Sciences 1966 — 1971
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
Adecco Technical July 2011 - Present
Adecco 2011 - Present
U.S. Bank May 2008 - July 2011
Northwestern Mutual Life Insurance October 2007 - May 2008
Fortis; now Manulife Financial Services January 2000 - January 2007
JOHN HANCOCK FINANCIAL SERVICES January 1997 - January 2007
John Hancock January 1997 - January 2000
Zenith Administrators January 1988 - January 1997
Education
Cardinal Stritch University 2005 — 2007
Masters of Science, Business Management
Cardinal Stritch University 2005 — 2007
Bachelor of Science, Business Administration
Designations and 2005 — 2007
Masters of Science, Business Management (2007)
John Hancock John Hancock Financial ServicesJHFS1987 - Present
Manulife Financial 1987 - Present
John Hancock Financial Services 1987 - Present
John Hancock Life Insurance Company (U.S.A.) 1987 - Present
John Hancock 2004 - 2006
Skills
Life Insurance, Insurance, Financial Services, Series 63, Series 6, Risk Management, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Business Analysis, Investments, Vendor Management, Process Improvement
Education
Cambridge College 1996 — 1998
Master of Mgt, Business
John Hancock Financial Services March 2013 - Present
John Hancock Life Ins Co Usa July 2011 - March 2013
John June 2007 - June 2011
Skills
SDLC, Vendor Management, Business Requirements, Business Analysis, IT Strategy, Requirements Gathering, Requirements Analysis, Business Process..., Software Project..., PMO, IT Management, Integration, Systems Analysis, Project Management, Project Portfolio..., Analysis, Software Documentation, Project Planning, Strategic Planning, Management, Outsourcing, Financial Services, Business Intelligence, SQL, Data Analysis, Data Warehousing, Risk Management, Web Development, Service Delivery
Education
Carnegie Mellon University 1991 — 1995
Bachelor of Science, Industrial Management
Sunera LLC June 2014 - Present
John Hancock Financial Services April 2014 - June 2014
EY September 2011 - April 2014
Granite Telecommunications September 2009 - September 2011
Covidien January 2009 - September 2009
MMC August 2005 - January 2009
Skills
Internal Controls, Internal Audit, Audit, SOX, Auditing, Accounting, Process Improvement, Word, PowerPoint, Visio, Budgeting, IT Audit, Sarbanes-Oxley Act, Budgets, Financial Analysis, Financial Accounting, SEC filings, GAAP, Financial Reporting, Microsoft Word
Education
University of Maryland University College 2006 — 2008
Masters
Bryant University 2001 — 2005
Bachelor of Science (B.S.)
Digilant December 2014 - Present
Digilant January 2013 - December 2014
Digilant November 2011 - January 2013
Digilant April 2010 - November 2011
QuickPivot (Formerly Extraprise) January 2008 - March 2010
John Hancock Financial Services June 2006 - August 2006
Skills
Advertising, Digital Marketing, Campaign Management, Online Advertising, Email Marketing, Digital Strategy, Database Marketing, Marketing, CRM, Analytics, Salesforce.com, Management, Marketing Strategy, Lead Generation, Strategy, Web Analytics
Education
Bryant University 2003 — 2007
BSBA, Marketing; Double Minor: Finance/Psychology
Nielsen March 2007 - March 2013
JPMorgan Chase June 2006 - October 2006
VeriFone March 2005 - June 2006
John Hancock Financial Services August 2001 - March 2005
VF Corporation November 1999 - August 2001
Eggs Transport July 1997 - August 1999
Education
University of South Florida - College of Business Administration 2004 — 2009
MBA, Management, International Management and MIS concentrations
University of South Florida 2002 — 2004
BS, Management Information Systems
Bristol Community College 1990 — 1993
AA, Pre-professional
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2013
Chambers Consulting January 2009 - April 2010
Brown Brothers Harriman & Co. March 1997 - September 2008
Boston Financial Data Services January 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, MS Project, Project Portfolio..., Operations Management, Compliance, Wealth Management, Innovative Problem..., Management, Forecasting, Finance, Analysis, Financial Services, Budgets, Investments, Project Management, Process Improvement, Financial Risk, Risk Management, Business Analysis, Leadership, Asset Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance & Operations
Bridgewater State University 1993 — 1995
BS, Management Science - Finance
Auto-Chlor System October 2014 - Present
Allied Packing & Supply June 2010 - May 2014
Pacific Coast Canvas March 2001 - May 2010
E*TRADE Financial Corporation September 1997 - March 2001
John Hancock Financial Services June 1995 - September 1997
Skills
Business Development, Customer Service, Sales, ERP Software, Account Management, Team Management, Purchasing, Vendor Relationships, Supplier Negotiation, Customer Acquisition, Customer Retention, Direct Sales, Sales Process, Solution Selling, Start-ups, Team Building, Coaching, Salesforce.com
Education
California State University-Sacramento
Business Administration and Management, General
University of Connecticut
Transamerica Financial Advisors February 2004 - Present
Transamerican Financial Advisors 2004 - Present
Transamerican Financial Advisors 2004 - Present
John Hancock Financial Services 1974 - 2004
Skills
401k, Retirement, Fixed Annuities, Life Insurance, IRAs, Mutual Funds, Series 63, Insurance, FINRA, Retirement Planning
Education
Butler University
Fidelity Prime Brokerage February 2008 - Present
Banc of America Investment Services, Inc. February 2006 - February 2008
Columbia Management Group June 2000 - February 2006
John Hancock Financial Services October 1998 - May 2000
Investors Bank & Trust October 1996 - October 1998
Skills
Prime Brokerage, Hedge Funds, Estate Planning, Financial Planning, Personal Tax Planning, Series 7, Series 66, Alternative Investments, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Insurance Planning
Education
Bryant University 1992 — 1996
B.S/B.A, Finance
Andover High School
Massachusetts Bar Association March 2013 - December 2014
Centinel Financial Group, LLC February 2011 - February 2012
ABC Television July 2011 - October 2011
CBS Corporation February 2011 - April 2011
NBCUniversal, Inc. August 2010 - January 2011
Ruby Tuesday January 2008 - June 2009
John Hancock Financial Services June 2006 - June 2009
US-China Education and Culture Exchange July 2005 - August 2005
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Marketing, PowerPoint, Facebook, Microsoft Word, Social Media Marketing, Marketing Communications, Leadership, Public Speaking, Public Relations, CRM, Online Marketing, Budgets, Online Advertising, Press Releases, Blogging, Copywriting, Social Networking, Time Management
Education
Bridgewater State College 2006 — 2009
Bachelor of Science (B.S.), General Management and Marketing
Hawaii University 2007 — 2007
General Studies
Massasoit Community College 2003 — 2006
Associate of Science (A.S.), Business Administration
John Hancock Financial Services January 2012 - Present
BNY Mellon May 2011 - December 2011
Wells Fargo Advisors June 2009 - May 2011
John Hancock July 2007 - June 2010
Education
California State University-Northridge 2003 — 2007
BS, Finance and Economics
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
John Hancock Investments May 2014 - Present
John Hancock Mutual Funds January 2012 - Present
John Hancock Financial Services 2013 - May 2014
John Hancock Financial Services January 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
John Hancock, USA January 2005 - December 2010
The Hartford May 1998 - December 2002
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Fixed Annuities, Securities, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Relationship Management, Investment Advisory, Series 66, Investment Strategies, Alternative Investments, Life Insurance, 401k, FINRA, IRAs, Investment Management, Series 24, Wealth Management..., Bonds, Estate Planning, Uniform Combined State..., Asset Management, Fixed Income, Pensions
Education
California State University-Long Beach 1988 — 1992
B.A. Finance, Finance, General
California State University-Long Beach
John Hancock Financial Services May 2013 - Present
John Hancock Financial Services September 2012 - May 2013
John Hancock Financial Services June 2010 - September 2012
Millis High School June 2009 - June 2010
Dedham High School 2008 - 2009
Liberty Mutual June 2007 - August 2007
Global Child 2005 - 2006
Skills
Valuation, Actuarial Science, Microsoft Excel, Insurance, Event Planning, Fixed Annuities, Life Insurance, Risk Management, Financial Reporting, Financial Risk..., Financial Modeling
Education
Bridgewater State University 2004 — 2008
B.S., Mathematics
Uni-Select USA March 2009 - Present
John Hancock Financial Services February 2008 - February 2009
M&T Bank February 2006 - January 2008
Hyatt Hotels Corporation - Hyatt Regency Atlanta May 2002 - April 2003
Tops Markets May 1999 - May 2002
Skills
Variance Analysis, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Corporate Finance, Microsoft Excel, Budgets, Pricing, Automotive, Process Improvement, Strategic Planning, P, Inventory Management, Team Building
Education
Canisius College 2004 — 2006
Master of Business Administration (MBA)
Canisius College 1994 — 1998
Bachelor of Science (BS), Management & Finance
Citi August 2014 - Present
Accounting Solutions, Inc. January 2013 - May 2013
Tuff Kote Asphalt, Inc. West Seneca November 2011 - February 2013
John Hancock Financial Services December 2009 - August 2010
AXA Equitable, Retirement Benefits Group Rochester June 2009 - November 2009
Skills
Series 7, Series 63, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Windows Sharepoint..., Windows, Mac OS, Internet Marketing, Social Media, Search Engine..., Finance, Accounting, Analysis, Management, Oracle SQL Developer
Education
Canisius College 2012 — 2014
Masters of Business Administration, Professional Accounting
Rochester Institute of Technology 2004 — 2009
Bachelor of Science, Business Administration
N/A Application Processor and VerifierLiaison InternationalJuly 2013 - September 2013
Tufts Medical Center March 2013 - March 2013
Tufts Medical Center November 2012 - December 2012
Partners HealthCare February 2012 - August 2012
JOHN HANCOCK FINANCIAL SERVICES September 2011 - December 2011
METROPOLITAN INSURANCE COMPANY March 2011 - April 2011
Fidelity Investments November 2010 - January 2011
Bank of America April 2010 - October 2010
BANK OF AMERICA – MERRILL CORP April 2010 - October 2010
Genzyme September 2009 - December 2009
Skills
Accurate Data Entry, Microsoft Office, 10 Key, 10,000 keystrokes per..., Healthcare, Accounting, Financial Analysis, Administrative..., Microsoft Excel, Outlook
Education
New York Film Academy 2001 — 2001
Film, Film
Bridgewater State College 2000 — 2000
None, Undeclared
John Hancock Financial Services September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - August 2014
John Hancock Life Insurance Company (U.S.A.) November 2010 - June 2012
CCR LLP September 2005 - October 2010
Skills
Internal Controls, Accounting, Auditing, Sarbanes-Oxley, Financial Accounting, Risk Assessment, Sarbanes-Oxley Act, CPA, Analysis, Internal Audit, US GAAP, Finance
Education
Nichols College 2006 — 2008
MBA
Bryant University 2001 — 2005
BS in Business Administration, Accounting
North Shore Medical Center August 2013 - Present
North Shore Medical Center 2008 - 2013
John Hancock Financial Services 2005 - 2008
Atlantic Inn 2000 - 2005
Loftco Inc 2001 - 2002
Skills
Healthcare Management, Patient Safety, Nursing, Healthcare, Hospitals, Customer Service, Critical Care, Drug Metabolism, Computer Science, BLS, Meditech, Inpatient, Epic Systems, ACLS
Education
Regis College 2013 — 2022
Master's degree, Family Practice Nurse/Nursing
Regis College 2009 — 2012
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse
Salem State College 2004 — 2008
Bachelor of Arts (BA), Psychology/Biology
Bunker Hill Community College 2001 — 2003
Associate's degree, Psychology
Universitatea „Politehnica” din București 1995 — 2000
Bachelor of Applied Science (BASc), Computer Science
John Hancock Financial Services July 2014 - Present
BMC HealthNet Plan June 2013 - July 2014
BMC HealthNet Plan September 2011 - May 2013
Bridgewater State College Police Dept September 2009 - May 2011
Kelly Gym September 2008 - May 2011
BMC HealthNet Plan 2010 - 2010
Veteran's Administration Hospital June 2008 - August 2008
St. Basil's September 2007 - May 2008
Brigham & Woman's Hospital July 2006 - August 2006
Skills
Marketing Communications, Advertising, Social Media, Facebook, Social Networking, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Relations, Event Planning, Event Management, Team Leadership, Leadership, Marketing, Newsletters, Research
Education
Bridgewater State College 2007 — 2011
BS, Business Management
Bridgewater State College 2007 — 2011
B.A, Business Management; Marketing
Bridgewater State College 2007 — 2011
Bachelor's degree, marketing
Bridgewater State University 2007 — 2011
BS, Marketing
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - April 2014
Affiliates Insurance Company August 2010 - March 2011
Sun Life Financial December 2009 - August 2010
PricewaterhouseCoopers 2006 - 2009
Skills
Financial Reporting, General Ledger, SOX, IFRS, Audit, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Audit, Insurance, Auditing, Financial Analysis, GAAP, Internal Controls, Strategic Financial..., CPA, Financial Statements
Education
Bridgewater State College 2001 — 2006
Accounting and Finance; Minor in Actuarial Science
JOHN HANCOCK FINANCIAL SERVICES March 2008 - Present
Fidelity Investments May 1997 - March 2008
Putnam Investments June 1992 - May 1997
AGFA Compugraphic Corp May 1989 - June 1992
Policy Management Systems September 1984 - May 1989
Boston Financial Data Services September 1981 - May 1984
Skills
EMC NetWorker
Education
Bridgewater State University
time, Management Science program; MIS concentration
CONTROL DATA INSTITUTE
Northeastern University
Sullivan and Gannon, LLC 2014 - 2014
IBM Global Services July 2003 - June 2011
John Hancock Financial Services January 1999 - July 2003
John Hancock Financial Services June 1997 - January 1999
Skills
SDLC, Project Planning, Global Delivery, Risk Management, Project Management, Process Improvement, PMP, ITIL, IT Operations, CRM, Program Management, Vendor Management, Enterprise Software, Management, Service Delivery, Security
Education
Bunker Hill Community College
Associate's degree, Business Administration and Management, General
John Hancock Financial Services March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 1979 - March 2012
Education
Belleville Collegiate Institute and Vocationl School 1959 — 1964
Brock University
Mathematics
Capital Group October 2006 - Present
John Hancock Financial Services January 2001 - September 2006
Education
Bridgewater State College
John Hancock Financial Services December 2014 - Present
Amica Mutual Insurance April 2014 - December 2014
Amica Mutual Insurance June 2013 - April 2014
Brockton Area Transit May 2011 - May 2012
Skills
Pension Administration, Help Desk Support, Property Claims, General Insurance, Casualty Insurance, Property & Casualty..., Defined Benefit
Education
Bridgewater State University 2007 — 2011
Bachelor’s Degree, Criminal Justice/Law Enforcement Administration, 3.61 GPA
Westport Highschool 2003 — 2007
High School
Bank West Investment Services July 2015 - Present
Merrill Edge/Bank of America February 2012 - August 2014
Bank of America October 2012 - February 2013
John Hancock Financial Services January 2010 - June 2011
Education
California State University-Fullerton 2006 — 2008
Bachelors of Administration, Finance
Drew Mar Catering April 2005 - February 2013
John Hancock Financial Services 1991 - April 2001
Lake Tahoe Construction Company August 1977 - August 1987
Iron City Properties August 1971 - May 1977
Peninsula Electrical Supply April 1973 - April 1977
Skills
Finance, Financial Analysis &..., Mathematics, Academic Tutoring, Forecasting, Budgets, Accounts Payable, Training, Operations Management, Employee Benefits, Marketing, Negotiation, Teamwork, Administration, Tax, Portfolio Management
Education
Wilson College Chambersburg, Pennsylvania 1996 — 2000
Bachelor of Science degree to be conferred in Education, Secondary Education and Teaching...Mathematics
California Polytechnic State University-San Luis Obispo 1987 — 1991
Bachelor of Science, International Business Management and Financial Management
Cuesta College 1986 — 1987
Associate's Degree, Business Administration, Management and Operations
Lake Tahoe Community College 1985 — 1986
Associate's Degree, Business Administration and Management, General
Pennsylvania State University 1971 — 1975
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
LPL Financial February 2015 - Present
Mathematica Policy Research May 2009 - October 2013
AMR Research February 2007 - December 2008
John Hancock Financial Services January 2006 - November 2006
Micro Center August 2004 - January 2006
Skills
Technical Support, Windows Server, Active Directory, Networking, Computer Hardware, Microsoft Exchange, Firewalls, Switches, TCP/IP, Antivirus, Smartphones, Laser Printers, Microsoft Office, Windows Administration, Backup & Recovery..., VPN, Mac OS, Encryption, VMware, Computer Hardware..., Dell PowerEdge Servers
Education
Bunker Hill Community College
Pope John High
RETS Electronics Institute