John Hancock Financial Services
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
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John Hancock Financial Services Employees
Employee
Years
Job
Industry
Zelin wang Zelin wang's John Hancock Financial Services Experience June 2014 - December 2014
Job Actuarial Assistant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - December 2014
AIG January 2013 - June 2013
Bank of China April 2012 - September 2012
Skills
Social Networking, Microsoft Office, Strategic Planning, Management Accounting, Cash Flow Forecasting, Revenue Recognition, Variance Analysis, Bank Reconciliation, Project Accounting, Account Reconciliation, Journal Entries, Pivot Tables, PowerPoint, Financial Reporting, Microsoft Word, Microsoft Excel, Access
Education
Columbia University in the City of New York 2015 — 2017
Master’s Degree, Applied Statistics
Northeastern University 2011 — 2015
undergraduate, Mathematics and Finance
John Hancock Financial Services June 2014 - December 2014
AIG January 2013 - June 2013
Bank of China April 2012 - September 2012
Skills
Social Networking, Microsoft Office, Strategic Planning, Management Accounting, Cash Flow Forecasting, Revenue Recognition, Variance Analysis, Bank Reconciliation, Project Accounting, Account Reconciliation, Journal Entries, Pivot Tables, PowerPoint, Financial Reporting, Microsoft Word, Microsoft Excel, Access
Education
Columbia University in the City of New York 2015 — 2017
Master’s Degree, Applied Statistics
Northeastern University 2011 — 2015
undergraduate, Mathematics and Finance
Ron Moore, LUTCF Ron Moore, LUTCF's John Hancock Financial Services Experience July 2013 - Present
Job Registered Representative at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
INVEST FINANCIAL 2011 - July 2013
Virginia Farm Bureau May 1985 - December 2012
Virginia Farm Bureau Mutual Insurance Company May 1985 - December 2012
Southern Farm Bureau Life Insurance May 1985 - December 2012
UNITED VIRGINIA BANK AND OTHER LENDING INSTITUTIONS May 1979 - April 1985
Skills
Whole Life
Education
Christopher Newport University 1975 — 1979
BS/BA, FINANCE / REAL ESTATE
John Hancock Financial Services July 2013 - Present
INVEST FINANCIAL 2011 - July 2013
Virginia Farm Bureau May 1985 - December 2012
Virginia Farm Bureau Mutual Insurance Company May 1985 - December 2012
Southern Farm Bureau Life Insurance May 1985 - December 2012
UNITED VIRGINIA BANK AND OTHER LENDING INSTITUTIONS May 1979 - April 1985
Skills
Whole Life
Education
Christopher Newport University 1975 — 1979
BS/BA, FINANCE / REAL ESTATE
Tim Dlugolecki Tim Dlugolecki's John Hancock Financial Services Experience May 2013 - August 2013
Job Financial Accountant at The TJX Companies, Inc.
Industry Financial Services
Experience
The TJX Companies, Inc. June 2014 - Present
John Hancock Financial Services May 2013 - August 2013
Skills
Microsoft Office, Communication, Business Decision Making, Financial Analysis, PowerPoint, Sales, Microsoft Excel, Time Management, Accounting, Public Speaking, Teamwork, Research
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Finance, GPA: Major/Minor: 3.76 Cumulative: 3.45
The TJX Companies, Inc. June 2014 - Present
John Hancock Financial Services May 2013 - August 2013
Skills
Microsoft Office, Communication, Business Decision Making, Financial Analysis, PowerPoint, Sales, Microsoft Excel, Time Management, Accounting, Public Speaking, Teamwork, Research
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Finance, GPA: Major/Minor: 3.76 Cumulative: 3.45
Camille A. Kramer Camille A. Kramer's John Hancock Financial Services Experience August 1997 - July 1998
Job Business Professional | Educator | Writer "Igniting a Passion for Learning. Empowering the Journey."
Industry Nonprofit Organization Management
Experience
The Tow Foundation March 2013 - Present
University of Bridgeport January 2012 - Present
Charter Oak State College 2014 - Present
The Sun Products Corporation March 2012 - August 2012
Unlimited Care, Inc. May 2009 - June 2011
Concordia College–New York 2011 - 2011
Louis Dreyfus Highbridge Energy August 1998 - December 2008
Louis Dreyfus August 1998 - December 2008
LDH Energy August 1998 - December 2008
John Hancock Financial Services August 1997 - July 1998
Skills
problem analysis and..., judgment and..., confidentiality, interpersonal, written,..., initiative, attention to detail and..., information gathering..., Confidentiality, Problem Solving, System Monitoring, Outlook, Recruiting, Project Management, Public Speaking, Leadership, University Teaching, System Administration, Training, Teaching, Nonprofits, Human Resources, Fundraising, Management, Sales, Customer Service, Research, E-Learning, Time Management, Higher Education, Leadership Development, Coaching, Editing, Data Analysis
Education
Fairfield University 2002 — 2006
Master of Arts, American Studies, Concentration: History
City University of New York-Brooklyn College
Bachelor of Arts, Greek & Roman Classics Minor: Ancient Greek, Latin
Western Connecticut State University
Post graduate classes, Graduate Program: History
The Tow Foundation March 2013 - Present
University of Bridgeport January 2012 - Present
Charter Oak State College 2014 - Present
The Sun Products Corporation March 2012 - August 2012
Unlimited Care, Inc. May 2009 - June 2011
Concordia College–New York 2011 - 2011
Louis Dreyfus Highbridge Energy August 1998 - December 2008
Louis Dreyfus August 1998 - December 2008
LDH Energy August 1998 - December 2008
John Hancock Financial Services August 1997 - July 1998
Skills
problem analysis and..., judgment and..., confidentiality, interpersonal, written,..., initiative, attention to detail and..., information gathering..., Confidentiality, Problem Solving, System Monitoring, Outlook, Recruiting, Project Management, Public Speaking, Leadership, University Teaching, System Administration, Training, Teaching, Nonprofits, Human Resources, Fundraising, Management, Sales, Customer Service, Research, E-Learning, Time Management, Higher Education, Leadership Development, Coaching, Editing, Data Analysis
Education
Fairfield University 2002 — 2006
Master of Arts, American Studies, Concentration: History
City University of New York-Brooklyn College
Bachelor of Arts, Greek & Roman Classics Minor: Ancient Greek, Latin
Western Connecticut State University
Post graduate classes, Graduate Program: History
Max Isbell Max Isbell's John Hancock Financial Services Experience 2015 - Present
Job Chartered Financial Consultant ( ChFC )
Industry Insurance
Experience
John Hancock Financial Services 2015 - Present
Consultant May 1993 - Present
Assurant Health September 1985 - Present
Carlsbad Health Insurance Services, Inc. August 1985 - Present
Isbell Insurance August 1985 - Present
Singer - Musician August 1953 - Present
Long Beach Unified School District July 1984 - May 1985
Skills
Sales, Marketing, Public Speaking, New Business Development, Customer Service, Strategic Planning, Team Building, Leadership, Life Insurance, Small Business, Sales Management, Term Life Insurance, Insurance, Event Management
Education
The American College 1993 — 1995
ChFC - Chartered Financial Consultant, Life Insurance, Business Insurance, Income Tax & Estate Planning, 4.0
Chapman University 1973 — 1973
None, Baseball
Army & Navy Academy - Carlsbad, CA 1970 — 1971
High School, I'd Rather Not Say
California State University Long Beach
Bachelor of Arts (BA), CA State University Long Beach 1984 - Multiple Subjects Teaching Credential
John Hancock Financial Services 2015 - Present
Consultant May 1993 - Present
Assurant Health September 1985 - Present
Carlsbad Health Insurance Services, Inc. August 1985 - Present
Isbell Insurance August 1985 - Present
Singer - Musician August 1953 - Present
Long Beach Unified School District July 1984 - May 1985
Skills
Sales, Marketing, Public Speaking, New Business Development, Customer Service, Strategic Planning, Team Building, Leadership, Life Insurance, Small Business, Sales Management, Term Life Insurance, Insurance, Event Management
Education
The American College 1993 — 1995
ChFC - Chartered Financial Consultant, Life Insurance, Business Insurance, Income Tax & Estate Planning, 4.0
Chapman University 1973 — 1973
None, Baseball
Army & Navy Academy - Carlsbad, CA 1970 — 1971
High School, I'd Rather Not Say
California State University Long Beach
Bachelor of Arts (BA), CA State University Long Beach 1984 - Multiple Subjects Teaching Credential
Kayla Zagieboylo Kayla Zagieboylo's John Hancock Financial Services Experience January 2013 - May 2015
Job Communications Contractor, Special Projects and Digital at EMD Millipore
Industry Marketing and Advertising
Experience
EMD Millipore May 2015 - Present
John Hancock Financial Services January 2013 - May 2015
John Hancock Financial Services December 2011 - January 2013
John Hancock Financial Services September 2011 - December 2011
John Hancock Financial Services January 2008 - September 2011
Skills
Fixed Annuities, Business Analysis, Variable Annuities, Customer Service, Microsoft Excel, PowerPoint, Financial Services, FINRA, Call Center, Microsoft Word, Defined Benefit, HTML, HTML emails, Relationship Management, Project Management, Insurance, Process Improvement, Finance, Leadership, Analysis, Team Leadership, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Bachelor's Degree, Business Finance, 5.595
Choate Rosemary Hall 2000 — 2004
EMD Millipore May 2015 - Present
John Hancock Financial Services January 2013 - May 2015
John Hancock Financial Services December 2011 - January 2013
John Hancock Financial Services September 2011 - December 2011
John Hancock Financial Services January 2008 - September 2011
Skills
Fixed Annuities, Business Analysis, Variable Annuities, Customer Service, Microsoft Excel, PowerPoint, Financial Services, FINRA, Call Center, Microsoft Word, Defined Benefit, HTML, HTML emails, Relationship Management, Project Management, Insurance, Process Improvement, Finance, Leadership, Analysis, Team Leadership, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Bachelor's Degree, Business Finance, 5.595
Choate Rosemary Hall 2000 — 2004
Jessica Freeman Jessica Freeman's John Hancock Financial Services Experience January 2005 - September 2005
Job Operations Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2014 - Present
Round Rock ISD January 2014 - November 2014
Seminole County Public Schools September 2005 - January 2014
John Hancock Financial Services January 2005 - September 2005
National Life of Vermont; Ganley Group, Inc. January 2000 - January 2005
Skills
Organizational..., Leadership, Peer Mentoring, Creative Problem Solving, Project Management, Student Recruiting, Secondary Education, Lesson Planning, Curriculum Design, Curriculum Development, Educational Technology, Differentiated..., Educational Leadership, Special Education, Staff Development, Academic Advising, English Language..., Life Insurance, Series 7, Series 63, Sales Process, Marketing Communications, Classroom Management, Tutoring
Education
Stetson University 2008 — 2010
Clinical Mental Health Counseling
City University of New York-Hunter College 2000 — 2005
Bachelor's Degree, Political Science and Government
American Academy of Dramatic Arts 1999 — 1999
Theatrical Arts
Morgan Stanley Private Wealth Management November 2014 - Present
Round Rock ISD January 2014 - November 2014
Seminole County Public Schools September 2005 - January 2014
John Hancock Financial Services January 2005 - September 2005
National Life of Vermont; Ganley Group, Inc. January 2000 - January 2005
Skills
Organizational..., Leadership, Peer Mentoring, Creative Problem Solving, Project Management, Student Recruiting, Secondary Education, Lesson Planning, Curriculum Design, Curriculum Development, Educational Technology, Differentiated..., Educational Leadership, Special Education, Staff Development, Academic Advising, English Language..., Life Insurance, Series 7, Series 63, Sales Process, Marketing Communications, Classroom Management, Tutoring
Education
Stetson University 2008 — 2010
Clinical Mental Health Counseling
City University of New York-Hunter College 2000 — 2005
Bachelor's Degree, Political Science and Government
American Academy of Dramatic Arts 1999 — 1999
Theatrical Arts
Kerri Moy Kerri Moy's John Hancock Financial Services Experience March 2014 - Present
Job Executive Assistant to Senior VP, Head of North American Bond Investing at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services October 2011 - March 2014
Questex Media Group May 2009 - October 2011
Northeastern University May 2008 - August 2008
JCHE May 2006 - August 2007
Skills
Microsoft Office, Event Planning, PowerPoint, Social Media, Research, Social Media Marketing, Data Analysis, Outlook, Fundraising, Editing, Financial Analysis, Customer Service, Salesforce.com, Nonprofits, Microsoft Excel
Education
Clark University 2009 — 2011
Masters, Public Administration
Clark University 2006 — 2010
BA, Sociology, Communications
John Hancock Financial Services March 2014 - Present
John Hancock Financial Services October 2011 - March 2014
Questex Media Group May 2009 - October 2011
Northeastern University May 2008 - August 2008
JCHE May 2006 - August 2007
Skills
Microsoft Office, Event Planning, PowerPoint, Social Media, Research, Social Media Marketing, Data Analysis, Outlook, Fundraising, Editing, Financial Analysis, Customer Service, Salesforce.com, Nonprofits, Microsoft Excel
Education
Clark University 2009 — 2011
Masters, Public Administration
Clark University 2006 — 2010
BA, Sociology, Communications
Joseph J. Ossey, CRPS® Joseph J. Ossey, CRPS®'s John Hancock Financial Services Experience September 2011 - January 2012
Job Retirement Plan Specialist / Account Executive at The Principal Financial Group / Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Brenna Gould Brenna Gould's John Hancock Financial Services Experience January 2013 - Present
Job Retirement Plan Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Emerald Greens Golf Futures Club 2007 - August 2012
Mid American Financial Group an office of New England Financial, a MetLife Company June 2008 - August 2009
Skills
Sales, Retirement Planning, Investments, Relationship Management
Education
College of St. Benedict 2008 — 2012
Bachelor of Arts (B.A.), Chemistry, 3.4
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Chemistry
John Hancock Financial Services January 2013 - Present
Emerald Greens Golf Futures Club 2007 - August 2012
Mid American Financial Group an office of New England Financial, a MetLife Company June 2008 - August 2009
Skills
Sales, Retirement Planning, Investments, Relationship Management
Education
College of St. Benedict 2008 — 2012
Bachelor of Arts (B.A.), Chemistry, 3.4
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Chemistry
Karen Antonetti Karen Antonetti's John Hancock Financial Services Experience June 1999 - November 2002
Job Structured Finance Modeler at Intex Solutions
Industry Computer Software
Experience
Intex November 2002 - Present
John Hancock Financial Services June 1999 - November 2002
Skills
Modeling, Structured Finance, Securitization, Asset-backed..., Intex, Intex Desktop, Intex Calc, Intex Dealmaker, RMBS, Predictive Modeling, Financial Modeling, Residential Mortgages, Data Mining
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), Economics
Lauralton Hall 1995 — 1999
Intex November 2002 - Present
John Hancock Financial Services June 1999 - November 2002
Skills
Modeling, Structured Finance, Securitization, Asset-backed..., Intex, Intex Desktop, Intex Calc, Intex Dealmaker, RMBS, Predictive Modeling, Financial Modeling, Residential Mortgages, Data Mining
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), Economics
Lauralton Hall 1995 — 1999
Haley Godfrey's John Hancock Financial Services Experience February 2013 - July 2014
Job Administrative Assistant / Biomedical Imaging at Medical University of South Carolina
Industry Financial Services
Experience
Medical University of South Carolina December 2014 - Present
John Hancock Financial Services February 2013 - July 2014
Darkness to Light May 2012 - December 2012
Darkness to Light January 2012 - April 2012
MKTG INC May 2009 - April 2012
Walhalla Civic Auditorium April 2008 - April 2009
Skills
Event Management, Customer Service, Social Media, Social Networking
Education
College of Charleston 2010 — 2012
Bachelor of Science (B.S.), Sociology
Clemson University 2005 — 2007
Medical University of South Carolina December 2014 - Present
John Hancock Financial Services February 2013 - July 2014
Darkness to Light May 2012 - December 2012
Darkness to Light January 2012 - April 2012
MKTG INC May 2009 - April 2012
Walhalla Civic Auditorium April 2008 - April 2009
Skills
Event Management, Customer Service, Social Media, Social Networking
Education
College of Charleston 2010 — 2012
Bachelor of Science (B.S.), Sociology
Clemson University 2005 — 2007
Charles Jimison Charles Jimison's John Hancock Financial Services Experience October 1979 - October 1991
Job Certified Insurance Consultant, Certified Financial Planner™
Industry Insurance
Experience
Jimison Insurance Services January 1991 - Present
John Hancock Financial Services October 1979 - October 1991
Skills
Life Insurance, Health Insurance, Executive Pay, Insurance, Retirement Planning, Strategic Financial..., Disability Insurance, Retirement, Fixed Annuities, Investments, Risk Management, Wealth Management, Pensions, Term Life Insurance, Estate Planning, Underwriting
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Cerittos College
Associate of Arts and Sciences (AAS), Physical Sciences
Jimison Insurance Services January 1991 - Present
John Hancock Financial Services October 1979 - October 1991
Skills
Life Insurance, Health Insurance, Executive Pay, Insurance, Retirement Planning, Strategic Financial..., Disability Insurance, Retirement, Fixed Annuities, Investments, Risk Management, Wealth Management, Pensions, Term Life Insurance, Estate Planning, Underwriting
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Cerittos College
Associate of Arts and Sciences (AAS), Physical Sciences
James L. Kastner, CFP® James L. Kastner, CFP®'s John Hancock Financial Services Experience July 2000 - November 2003
Job Financial Advisor, CUSO Financial Services, L.P. at Baxter Credit Union
Industry Financial Services
Experience
Baxter Credit Union April 2013 - Present
Financial Network Investment Corporation, Member SIPC July 2011 - April 2013
James L. Kastner September 2010 - July 2011
Burnham & Flower Insurance Group June 2006 - September 2010
Burnham & Flower Insurance Group January 2005 - May 2006
Burnham & Flower Insurance Group December 2003 - December 2004
John Hancock Financial Services July 2000 - November 2003
Eastman Kodak June 1980 - July 1994
Skills
Financial Planning, Financial Services, Mutual Funds, Finance, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Securities, Fixed Annuities
Education
College for Financial Planning 1997 — 1999
Financial Planning
Francis Marion University 1994 — 1997
BBA, Finance
Rochester Institute of Technology 1990 — 1994
AAS, Mechanical Engineering
Baxter Credit Union April 2013 - Present
Financial Network Investment Corporation, Member SIPC July 2011 - April 2013
James L. Kastner September 2010 - July 2011
Burnham & Flower Insurance Group June 2006 - September 2010
Burnham & Flower Insurance Group January 2005 - May 2006
Burnham & Flower Insurance Group December 2003 - December 2004
John Hancock Financial Services July 2000 - November 2003
Eastman Kodak June 1980 - July 1994
Skills
Financial Planning, Financial Services, Mutual Funds, Finance, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Securities, Fixed Annuities
Education
College for Financial Planning 1997 — 1999
Financial Planning
Francis Marion University 1994 — 1997
BBA, Finance
Rochester Institute of Technology 1990 — 1994
AAS, Mechanical Engineering
Dave Consolino Dave Consolino's John Hancock Financial Services Experience June 1996 - May 2011
Job
Industry Financial Services
Experience
Real Estate Investment Trust May 2011 - Present
John Hancock Financial Services June 1996 - May 2011
Skills
Series 7, Mutual Funds, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Management, Insurance, Retirement Planning, 401k, Public Speaking, Sales, Series 6, Wealth Management
Education
Colgate University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Real Estate Investment Trust May 2011 - Present
John Hancock Financial Services June 1996 - May 2011
Skills
Series 7, Mutual Funds, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Management, Insurance, Retirement Planning, 401k, Public Speaking, Sales, Series 6, Wealth Management
Education
Colgate University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Val Settle Anglemier Val Settle Anglemier's John Hancock Financial Services Experience September 1995 - Present
Job Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services September 1995 - Present
Skills
Sales, Customer Service, New Business Development, Insurance, Cold Calling, Account Management, Sales Management, Marketing, Outlook, Underwriting
Education
Central Michigan University
Bachelor's degree
John Hancock Financial Services September 1995 - Present
Skills
Sales, Customer Service, New Business Development, Insurance, Cold Calling, Account Management, Sales Management, Marketing, Outlook, Underwriting
Education
Central Michigan University
Bachelor's degree
Amy Xiao's John Hancock Financial Services Experience October 2013 - Present
Job Senior Actuarial Assistant at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services October 2013 - Present
Aetna August 2012 - October 2013
Genworth Financial May 2011 - August 2011
Standard & Poor's May 2010 - August 2010
Harvard University May 2009 - September 2009
Skills
Actuarial Science, Insurance, Statistics, Matlab, Economics, Data Analysis, R
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science, Applied Mathematics
Andover High School
John Hancock Financial Services October 2013 - Present
Aetna August 2012 - October 2013
Genworth Financial May 2011 - August 2011
Standard & Poor's May 2010 - August 2010
Harvard University May 2009 - September 2009
Skills
Actuarial Science, Insurance, Statistics, Matlab, Economics, Data Analysis, R
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science, Applied Mathematics
Andover High School
Timothy Jeon Timothy Jeon's John Hancock Financial Services Experience June 2010 - September 2010
Job Global Mobility Services
Industry Financial Services
Experience
State Street October 2013 - Present
ShaveFace October 2014 - Present
KPMG September 2010 - October 2013
John Hancock Financial Services June 2010 - September 2010
Citysports June 2010 - September 2010
Merrill Lynch June 2009 - September 2009
Citigroup June 2008 - September 2008
Skills
Wealth Management, Consulting, Korean, Financial Regulation, Investments, International Tax, Tax Advisory, Cost Planning, Benefit Cost Analysis, Client Development, Client Liaison, Valuation, Financial Modeling, Financial Services, Public Speaking, Social Media
Education
Colby College 2006 — 2010
B.A., Economics, Administrative Science
Loomis Chaffee 2002 — 2006
High School Diploma
State Street October 2013 - Present
ShaveFace October 2014 - Present
KPMG September 2010 - October 2013
John Hancock Financial Services June 2010 - September 2010
Citysports June 2010 - September 2010
Merrill Lynch June 2009 - September 2009
Citigroup June 2008 - September 2008
Skills
Wealth Management, Consulting, Korean, Financial Regulation, Investments, International Tax, Tax Advisory, Cost Planning, Benefit Cost Analysis, Client Development, Client Liaison, Valuation, Financial Modeling, Financial Services, Public Speaking, Social Media
Education
Colby College 2006 — 2010
B.A., Economics, Administrative Science
Loomis Chaffee 2002 — 2006
High School Diploma
Matt McLees Matt McLees's John Hancock Financial Services Experience November 2004 - November 2009
Job Regional Sales Training Manager at Horizon Pharma plc
Industry Pharmaceuticals
Experience
Horizon Pharma plc September 2014 - Present
Horizon Pharma plc May 2013 - September 2014
Ricoh Americas Corporation January 2012 - May 2013
McLees Planning Group November 2009 - January 2012
John Hancock Financial Services November 2004 - November 2009
Skills
Salesforce.com, Sales Management, Sales, Cold Calling, Management, Strategic Financial..., Selling Skills, Strategy, B2B Marketing, Public Speaking, Investments, Wealth Management, Pharmaceutical Sales, B2B, Sandler, Strategic Planning, Building Clientele, Sales Operations, Strengthening Client..., Training, Technology Equipment..., Territory Sales, Financial Planning, Medical Sales, NSAIDs
Education
Clemson University - College of Business and Behavioral Science 1999 — 2004
Bachelor of Science, Business Management
University of Newcastle 2002 — 2002
Study Abroad - Business
Horizon Pharma plc September 2014 - Present
Horizon Pharma plc May 2013 - September 2014
Ricoh Americas Corporation January 2012 - May 2013
McLees Planning Group November 2009 - January 2012
John Hancock Financial Services November 2004 - November 2009
Skills
Salesforce.com, Sales Management, Sales, Cold Calling, Management, Strategic Financial..., Selling Skills, Strategy, B2B Marketing, Public Speaking, Investments, Wealth Management, Pharmaceutical Sales, B2B, Sandler, Strategic Planning, Building Clientele, Sales Operations, Strengthening Client..., Training, Technology Equipment..., Territory Sales, Financial Planning, Medical Sales, NSAIDs
Education
Clemson University - College of Business and Behavioral Science 1999 — 2004
Bachelor of Science, Business Management
University of Newcastle 2002 — 2002
Study Abroad - Business
Ravisankar Nair Ravisankar Nair's John Hancock Financial Services Experience March 2015 - Present
Job Assistant Vice President at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services March 2013 - Present
Manulife Financial June 2010 - Present
Manulife Financial May 2010 - April 2012
HCL Comnet Systems and Services Limited June 2008 - May 2010
Satyam Computer Services Ltd September 2000 - May 2007
Skills
Project Management, Management, Agile Methodologies, Vendor Management, Software Project..., ITIL, PMP, Project Planning, Project Delivery, SDLC, Change Management, Software Development, Leadership, Business Analysis, IT Strategy, Requirements Analysis, PMO, Process Improvement, Risk Management, Project Portfolio..., Program Management, Team Leadership, Information Technology
Education
Queen's University 2007 — 2008
MBA, Finance, Project Management
Cochin University of Science and Technology 1996 — 2000
B.Tech, Electronics
Carmel High School, Chalakudy
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services March 2013 - Present
Manulife Financial June 2010 - Present
Manulife Financial May 2010 - April 2012
HCL Comnet Systems and Services Limited June 2008 - May 2010
Satyam Computer Services Ltd September 2000 - May 2007
Skills
Project Management, Management, Agile Methodologies, Vendor Management, Software Project..., ITIL, PMP, Project Planning, Project Delivery, SDLC, Change Management, Software Development, Leadership, Business Analysis, IT Strategy, Requirements Analysis, PMO, Process Improvement, Risk Management, Project Portfolio..., Program Management, Team Leadership, Information Technology
Education
Queen's University 2007 — 2008
MBA, Finance, Project Management
Cochin University of Science and Technology 1996 — 2000
B.Tech, Electronics
Carmel High School, Chalakudy
Patrick E. Tully Patrick E. Tully's John Hancock Financial Services Experience June 2012 - October 2012
Job Licensed Banker
Industry Banking
Experience
Citizens Bank October 2015 - Present
Himmelstein Financial November 2012 - February 2015
John Hancock Financial Services June 2012 - October 2012
MassMutual Financial Group March 2008 - December 2011
MassMutual Financial Group January 2006 - March 2008
Lincoln Financial Group December 2004 - December 2005
Skills
Retirement Investments, Insurance, Financial Services, Relationship-Building..., Public Speaking
Education
Central Connecticut State University
BA, Political Science/Business Concentration
Northeastern University
Political Science/Business
Citizens Bank October 2015 - Present
Himmelstein Financial November 2012 - February 2015
John Hancock Financial Services June 2012 - October 2012
MassMutual Financial Group March 2008 - December 2011
MassMutual Financial Group January 2006 - March 2008
Lincoln Financial Group December 2004 - December 2005
Skills
Retirement Investments, Insurance, Financial Services, Relationship-Building..., Public Speaking
Education
Central Connecticut State University
BA, Political Science/Business Concentration
Northeastern University
Political Science/Business
Paul (Zeke) Bennett Jr Paul (Zeke) Bennett Jr's John Hancock Financial Services Experience 1993 - 2001
Job Registered Principal at Vista Wealth Management
Industry Investment Management
Experience
Vista Wealth Management October 2010 - Present
Carolina First Bank April 2005 - September 2010
Wachovia Securities March 2001 - March 2005
John Hancock Financial Services 1993 - 2001
Education
College of Charleston 1988 — 1993
Bachelor of Science, Business Administration
Dreher High School 1984 — 1988
Vista Wealth Management October 2010 - Present
Carolina First Bank April 2005 - September 2010
Wachovia Securities March 2001 - March 2005
John Hancock Financial Services 1993 - 2001
Education
College of Charleston 1988 — 1993
Bachelor of Science, Business Administration
Dreher High School 1984 — 1988
Jared Lloyd Jared Lloyd's John Hancock Financial Services Experience January 2015 - Present
Job Sr. Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
Devika Mukherjee PMP, PgMP's John Hancock Financial Services Experience 2000 - 2000
Job Founder and President , mobileSPA (Wall Street Journal feature link: http://mobilespa.com/media.asp)
Industry Internet
Experience
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
Dennis Valerio Dennis Valerio's John Hancock Financial Services Experience January 1984 - January 1989
Job Mail Man at EBMUD
Industry Utilities
Experience
EBMUD UDEA Raft Trip Coordinator, 2019 Local Holiday Party Co-Chair, Top 3 EBMUD IDOL, HAM RadioMail ProcessorU.C. BerkeleyJanuary 1989 - January 1999
John Hancock Financial Services January 1984 - January 1989
Education
UC Berkeley 1980 — 1983
Bachelor of Arts (B.A.), Political Science and Government
College of Alameda 1979 — 1980
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
EBMUD UDEA Raft Trip Coordinator, 2019 Local Holiday Party Co-Chair, Top 3 EBMUD IDOL, HAM RadioMail ProcessorU.C. BerkeleyJanuary 1989 - January 1999
John Hancock Financial Services January 1984 - January 1989
Education
UC Berkeley 1980 — 1983
Bachelor of Arts (B.A.), Political Science and Government
College of Alameda 1979 — 1980
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Christina Haviland Christina Haviland's John Hancock Financial Services Experience July 2011 - April 2012
Job Senior Communications Consultant at ADP
Industry Outsourcing/Offshoring
Experience
ADP April 2012 - Present
John Hancock Financial Services July 2011 - April 2012
New York Life May 2008 - July 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 1992 - 2002
Skills
Marketing Communications, 401k, Financial Services, Internal Communications, Integrated Marketing, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Business Planning, Budgets, Direct Mail, Segmentation, Customer Service, Research, Corporate Communications, New Business Development, Direct Marketing, Management
Education
Clark University 2006 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
ADP April 2012 - Present
John Hancock Financial Services July 2011 - April 2012
New York Life May 2008 - July 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 1992 - 2002
Skills
Marketing Communications, 401k, Financial Services, Internal Communications, Integrated Marketing, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Business Planning, Budgets, Direct Mail, Segmentation, Customer Service, Research, Corporate Communications, New Business Development, Direct Marketing, Management
Education
Clark University 2006 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Anthony J. Zelayandia's John Hancock Financial Services Experience August 2012 - August 2013
Job Corporate Investment Bank Transaction Processing Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
John Hancock Financial Services August 2012 - August 2013
Baystate Financial Services June 2011 - July 2012
New England Securities June 2011 - July 2012
College of the Holy Cross October 2007 - May 2011
L.A.S.O. August 2007 - May 2011
Cass Information Systems June 2010 - August 2010
Sports Alive October 2008 - May 2010
Skills
Management, Fixed Annuities, Spanish, Insurance, Investments, Finance, Teamwork, Research, Retirement, Financial Analysis, Mutual Funds, Series 63, Securities, Series 7
Education
College of the Holy Cross 2007 — 2011
Liberal Arts, Economics and Modern Languages and Literature (Spanish)
South High School 2003 — 2007
JPMorgan Chase 2013 - Present
John Hancock Financial Services August 2012 - August 2013
Baystate Financial Services June 2011 - July 2012
New England Securities June 2011 - July 2012
College of the Holy Cross October 2007 - May 2011
L.A.S.O. August 2007 - May 2011
Cass Information Systems June 2010 - August 2010
Sports Alive October 2008 - May 2010
Skills
Management, Fixed Annuities, Spanish, Insurance, Investments, Finance, Teamwork, Research, Retirement, Financial Analysis, Mutual Funds, Series 63, Securities, Series 7
Education
College of the Holy Cross 2007 — 2011
Liberal Arts, Economics and Modern Languages and Literature (Spanish)
South High School 2003 — 2007
Mara Mendelsohn's John Hancock Financial Services Experience 1997 - Present
Job Sr. H.R. Consultant at John Hancock
Industry Human Resources
Experience
John Hancock Financial Services (Manulife Financial) 1997 - Present
John Hancock/Manulife 1997 - Present
Manulife Financial 1997 - Present
John Hancock Financial Services 1997 - Present
John Hancock 1997 - Present
Education
Clark University 1985 — 1990
John Hancock Financial Services (Manulife Financial) 1997 - Present
John Hancock/Manulife 1997 - Present
Manulife Financial 1997 - Present
John Hancock Financial Services 1997 - Present
John Hancock 1997 - Present
Education
Clark University 1985 — 1990
Jessica Ripp Jessica Ripp's John Hancock Financial Services Experience June 2015 - Present
Job Sr. Financial Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services November 2014 - June 2015
Massachusetts Life Sciences Center October 2014 - November 2014
Massachusetts Life Sciences Center July 2012 - October 2014
American Express Publishing June 2011 - July 2012
American Express Publishing June 2010 - June 2011
Macy's December 2007 - April 2010
Hampshire Hills Sports and Fitness Club June 2004 - August 2009
Skills
Forecasting, Budgets, Microsoft Excel, Management, Accounting, Analysis, Finance, Variance Analysis, Financial Analysis, Financial Modeling, Event Planning
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Accounting Minor equivalent, Studio Art Minor
Bishop Guertin High School 2002 — 2006
John Hancock Financial Services June 2015 - Present
John Hancock Financial Services November 2014 - June 2015
Massachusetts Life Sciences Center October 2014 - November 2014
Massachusetts Life Sciences Center July 2012 - October 2014
American Express Publishing June 2011 - July 2012
American Express Publishing June 2010 - June 2011
Macy's December 2007 - April 2010
Hampshire Hills Sports and Fitness Club June 2004 - August 2009
Skills
Forecasting, Budgets, Microsoft Excel, Management, Accounting, Analysis, Finance, Variance Analysis, Financial Analysis, Financial Modeling, Event Planning
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Accounting Minor equivalent, Studio Art Minor
Bishop Guertin High School 2002 — 2006
Nicole Wozniak's John Hancock Financial Services Experience April 2002 - September 2005
Job Client Services Manager at Tobe Gerard Insurance, LLC
Industry Insurance
Experience
Tobe Gerard Insurance, LLC September 2012 - Present
The McAree Company September 2005 - March 2011
John Hancock Financial Services April 2002 - September 2005
Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Life Insurance, Insurance, Strategic Planning, Sales Management, Customer Service, Event Planning, New Business Development, Management, Sales
Education
Chatham University 1997 — 2001
Bachelor's Degree, Media Arts & Graphic Design
Tobe Gerard Insurance, LLC September 2012 - Present
The McAree Company September 2005 - March 2011
John Hancock Financial Services April 2002 - September 2005
Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Life Insurance, Insurance, Strategic Planning, Sales Management, Customer Service, Event Planning, New Business Development, Management, Sales
Education
Chatham University 1997 — 2001
Bachelor's Degree, Media Arts & Graphic Design
Ted Novicki Ted Novicki's John Hancock Financial Services Experience June 1997 - June 1999
Job Sr Strategic Account Manager at UIL Holdings Corporation
Industry Utilities
Experience
UIL Holdings Corporation January 2012 - Present
Clifford Beers Guidance Clinic November 2014 - Present
Greater New Haven Chamber of Commerce - PULSE February 2014 - Present
Metro Business Systems, Inc. February 2004 - January 2012
Pfizer August 2000 - January 2004
John Hancock Financial Services June 1997 - June 1999
Skills
Account Management, Project Management, Analysis, CRM, Leadership, Strategic Planning, Strategy, Process Improvement, Negotiation, Program Management, Team Building, Sales Management, Contract Negotiation, Project Planning, New Business Development, Marketing, Competitive Analysis, Sales Operations, Salesforce.com, Cross-functional Team..., Forecasting, Sourcing, Purchasing, Business Strategy, Data Analysis, Marketing Strategy, Business Analysis, Lean Manufacturing, Vendor Management, Financial Analysis, Team Leadership, Solution Selling, Energy Management, Strategy Development, Procurement, Logistics, Strategic Sourcing, Supplier Management, Customer Relations, Business Planning, Consultative Selling, B2B, Market Analysis, Pricing, SPSS, GIS, SAP, Management, Client Services, Client Director
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance and Management, 4.0
Columbia University in the City of New York 2000 — 2002
Postbaccalaureate, Analysis and Design of Information Systems
Connecticut College 1993 — 1997
BA, Government
Notre Dame High School - West Haven, CT 1989 — 1993
UIL Holdings Corporation January 2012 - Present
Clifford Beers Guidance Clinic November 2014 - Present
Greater New Haven Chamber of Commerce - PULSE February 2014 - Present
Metro Business Systems, Inc. February 2004 - January 2012
Pfizer August 2000 - January 2004
John Hancock Financial Services June 1997 - June 1999
Skills
Account Management, Project Management, Analysis, CRM, Leadership, Strategic Planning, Strategy, Process Improvement, Negotiation, Program Management, Team Building, Sales Management, Contract Negotiation, Project Planning, New Business Development, Marketing, Competitive Analysis, Sales Operations, Salesforce.com, Cross-functional Team..., Forecasting, Sourcing, Purchasing, Business Strategy, Data Analysis, Marketing Strategy, Business Analysis, Lean Manufacturing, Vendor Management, Financial Analysis, Team Leadership, Solution Selling, Energy Management, Strategy Development, Procurement, Logistics, Strategic Sourcing, Supplier Management, Customer Relations, Business Planning, Consultative Selling, B2B, Market Analysis, Pricing, SPSS, GIS, SAP, Management, Client Services, Client Director
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance and Management, 4.0
Columbia University in the City of New York 2000 — 2002
Postbaccalaureate, Analysis and Design of Information Systems
Connecticut College 1993 — 1997
BA, Government
Notre Dame High School - West Haven, CT 1989 — 1993
Bob Bonomo Bob Bonomo's John Hancock Financial Services Experience September 2015 - Present
Job Technology, Process & Business Consultant
Industry Information Technology and Services
Experience
Bob Bonomo LLC February 2011 - Present
John Hancock Financial Services September 2015 - Present
Xtrii June 2015 - Present
Blockchain Innovation Group, LLC February 2015 - Present
Global Digital Currency Startup July 2015 - September 2015
Genesis Global Trading April 2014 - May 2015
TetraLibra Consulting LLC May 2014 - February 2015
Eleven Canterbury, LLC March 2014 - July 2014
Flat World Enterprises LLC January 2009 - February 2011
AllianceBernstein L.P. 2004 - 2008
Skills
Management Consulting, Process Consulting, Staff Development, Business Alignment, Strategic IT, Business Transformation, Project Turnaround, Executive Coaching, Executive Management, Technology Planning, Business Process..., Talent Management, Organizational..., Process Consultation, Organizational Diagnosis, Strategic Planning, Software Development, IT Asset Management, Operational Excellence, Asset Managment, Trading Systems, Portfolio Management, Globalization, Equity Capital Markets, Hedge Funds, Information Technology, Change Management, Business Analysis, Equities, Investments, Financial Services, Valuation, Start-ups, Disaster Recovery, Asset Management, Finance, Fixed Income, IT Strategy, Management, Enterprise Software, Strategy, Integration, Business Process, Strategic Partnerships, Cross-functional Team..., Mergers & Acquisitions, Data Center, Process Improvement, IT Service Management, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1977 — 1981
BS, Computer Science
Xaverian High School 1974 — 1977
HS, Academic
St. Frances de Chantal 1965 — 1972
Bob Bonomo LLC February 2011 - Present
John Hancock Financial Services September 2015 - Present
Xtrii June 2015 - Present
Blockchain Innovation Group, LLC February 2015 - Present
Global Digital Currency Startup July 2015 - September 2015
Genesis Global Trading April 2014 - May 2015
TetraLibra Consulting LLC May 2014 - February 2015
Eleven Canterbury, LLC March 2014 - July 2014
Flat World Enterprises LLC January 2009 - February 2011
AllianceBernstein L.P. 2004 - 2008
Skills
Management Consulting, Process Consulting, Staff Development, Business Alignment, Strategic IT, Business Transformation, Project Turnaround, Executive Coaching, Executive Management, Technology Planning, Business Process..., Talent Management, Organizational..., Process Consultation, Organizational Diagnosis, Strategic Planning, Software Development, IT Asset Management, Operational Excellence, Asset Managment, Trading Systems, Portfolio Management, Globalization, Equity Capital Markets, Hedge Funds, Information Technology, Change Management, Business Analysis, Equities, Investments, Financial Services, Valuation, Start-ups, Disaster Recovery, Asset Management, Finance, Fixed Income, IT Strategy, Management, Enterprise Software, Strategy, Integration, Business Process, Strategic Partnerships, Cross-functional Team..., Mergers & Acquisitions, Data Center, Process Improvement, IT Service Management, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1977 — 1981
BS, Computer Science
Xaverian High School 1974 — 1977
HS, Academic
St. Frances de Chantal 1965 — 1972
Amelia Reno's John Hancock Financial Services Experience April 2013 - April 2014
Job Tenant Coordinator at Hudson Pacific Properties, Inc.
Industry Commercial Real Estate
Experience
Hudson Pacific Properties, Inc. July 2014 - Present
John Hancock Financial Services April 2013 - April 2014
Westfield September 2012 - March 2013
Antiochia ad Cragum Archaeological Research Project May 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PC, Adobe Creative Suite, Macintosh Applications, Adobe Acrobat, Photoshop, JD Edwards, Business Objects, Press Releases, Administrative..., Editing, Social Networking, Marketing, Nexus, MRI Software, Property Management, Commercial Tenant..., Accounts Payable, Contract Management, Lease Administration, Commercial Real Estate, Budgets
Education
Clark University 2008 — 2012
Bachelor of Arts (B.A.), Art History
Clark University 2008 — 2012
B.A.
Hudson Pacific Properties, Inc. July 2014 - Present
John Hancock Financial Services April 2013 - April 2014
Westfield September 2012 - March 2013
Antiochia ad Cragum Archaeological Research Project May 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PC, Adobe Creative Suite, Macintosh Applications, Adobe Acrobat, Photoshop, JD Edwards, Business Objects, Press Releases, Administrative..., Editing, Social Networking, Marketing, Nexus, MRI Software, Property Management, Commercial Tenant..., Accounts Payable, Contract Management, Lease Administration, Commercial Real Estate, Budgets
Education
Clark University 2008 — 2012
Bachelor of Arts (B.A.), Art History
Clark University 2008 — 2012
B.A.
Daniel Ouellette Daniel Ouellette's John Hancock Financial Services Experience 1984 - 2006
Job Financial Services Consultant and Professional
Industry Financial Services
Experience
John Hancock Financial Services 1984 - 2006
John Hancock Financial Services 2003 - 2005
Skills
Insurance, Financial Services, Management, Series 63, Retirement Planning, Life Insurance, Requirements Gathering, Program Management, Strategic Planning, Fixed Annuities, Strategic Financial..., Business Strategy, Risk Management, Retirement, Strategy, Investments, 401k, Series 6, Long-term Care, Long Term Care Insurance
Education
Tufts University 1975 — 1977
MA, Public Policy
Colby College 1967 — 1971
BA, American Studies
John Hancock Financial Services 1984 - 2006
John Hancock Financial Services 2003 - 2005
Skills
Insurance, Financial Services, Management, Series 63, Retirement Planning, Life Insurance, Requirements Gathering, Program Management, Strategic Planning, Fixed Annuities, Strategic Financial..., Business Strategy, Risk Management, Retirement, Strategy, Investments, 401k, Series 6, Long-term Care, Long Term Care Insurance
Education
Tufts University 1975 — 1977
MA, Public Policy
Colby College 1967 — 1971
BA, American Studies
Graham Summerlee Graham Summerlee's John Hancock Financial Services Experience September 1995 - March 1998
Job VP, Life Product Development & Pricing at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group December 2011 - Present
Symetra Financial September 2004 - November 2011
Symetra Financial October 2000 - September 2004
John Hancock Life Insurance Company (U.S.A.) March 1998 - September 2000
John Hancock Financial Services September 1995 - March 1998
Skills
ALM, Actuarial Science, Financial Analysis, Life Insurance, Enterprise Risk..., Financial Modeling, Product Development, Valuation, Reinsurance, Risk Management, Management
Education
Colorado State University 1992 — 1995
Bachelors, Math, Statistics
Lincoln Financial Group December 2011 - Present
Symetra Financial September 2004 - November 2011
Symetra Financial October 2000 - September 2004
John Hancock Life Insurance Company (U.S.A.) March 1998 - September 2000
John Hancock Financial Services September 1995 - March 1998
Skills
ALM, Actuarial Science, Financial Analysis, Life Insurance, Enterprise Risk..., Financial Modeling, Product Development, Valuation, Reinsurance, Risk Management, Management
Education
Colorado State University 1992 — 1995
Bachelors, Math, Statistics
Scott Lazev Scott Lazev's John Hancock Financial Services Experience April 1999 - April 2004
Job Sr. Director IT Procurement at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance April 2004 - Present
John Hancock Financial Services April 1999 - April 2004
Law October 1993 - April 1999
Skills
Sourcing, Management, Licensing, IT Procurement, Contract Negotiation, Contract Management, Vendor Management, Strategic Sourcing, Procurement, Intellectual Property, Software Asset..., Supply Management, E-procurement, SaaS, Strategy, Networking, Negotiation, IT Service Management, Cross-functional Team..., Business Process..., IT Strategy, SDLC, Business Analysis, Process Improvement
Education
Suffolk University Law School 1990 — 1993
JD, Entertainment Law
Clark University 1986 — 1990
BA, Government, Music
East Lyme High School 1982 — 1986
Liberty Mutual Insurance April 2004 - Present
John Hancock Financial Services April 1999 - April 2004
Law October 1993 - April 1999
Skills
Sourcing, Management, Licensing, IT Procurement, Contract Negotiation, Contract Management, Vendor Management, Strategic Sourcing, Procurement, Intellectual Property, Software Asset..., Supply Management, E-procurement, SaaS, Strategy, Networking, Negotiation, IT Service Management, Cross-functional Team..., Business Process..., IT Strategy, SDLC, Business Analysis, Process Improvement
Education
Suffolk University Law School 1990 — 1993
JD, Entertainment Law
Clark University 1986 — 1990
BA, Government, Music
East Lyme High School 1982 — 1986
F. Lawrence (Larry) Jones, CFP® F. Lawrence (Larry) Jones, CFP®'s John Hancock Financial Services Experience 2006 - 2008
Job Investment Advisor Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions August 1991 - Present
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2000 - 2008
Kaydon Corporation 1986 - 1990
Kaydon Corporation 1984 - 1986
Skills
Wealth Management, Investments, Retirement Income..., Retirement Planning, Small Business..., Life Insurance, Long Term Care Insurance, Disability Insurance
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana University - Kelley School of Business
MBA, Marketing
Purdue University
BSME, Mechanical Engineering
United States Naval Academy
Mechanical Engineering
Capitol Financial Solutions August 1991 - Present
John Hancock Financial Services 2006 - 2008
John Hancock Financial Services 2000 - 2008
Kaydon Corporation 1986 - 1990
Kaydon Corporation 1984 - 1986
Skills
Wealth Management, Investments, Retirement Income..., Retirement Planning, Small Business..., Life Insurance, Long Term Care Insurance, Disability Insurance
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana University - Kelley School of Business
MBA, Marketing
Purdue University
BSME, Mechanical Engineering
United States Naval Academy
Mechanical Engineering
Ann Delaney Ann Delaney's John Hancock Financial Services Experience July 1990 - January 2000
Job Actuary Life Insurance Product Management
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock March 2008 - January 2012
John Hancock Life Insurance Co. January 2006 - 2008
John Hancock January 2004 - January 2006
John Hancock January 2000 - January 2004
John Hancock Financial Services July 1990 - January 2000
Skills
Actuarial Science, Insurance, Life Insurance, Financial Analysis, Financial Risk, Project Management, Team Management, Multi Tasking, Tax, Economic Capital, Solvency II, Long-term Care, Reinsurance, Pricing, Financial Services, Actuaries, Tax Law, Enterprise Risk..., Underwriting, Universal Life, Long Term Care Insurance, General Insurance
Education
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Mathematics
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock March 2008 - January 2012
John Hancock Life Insurance Co. January 2006 - 2008
John Hancock January 2004 - January 2006
John Hancock January 2000 - January 2004
John Hancock Financial Services July 1990 - January 2000
Skills
Actuarial Science, Insurance, Life Insurance, Financial Analysis, Financial Risk, Project Management, Team Management, Multi Tasking, Tax, Economic Capital, Solvency II, Long-term Care, Reinsurance, Pricing, Financial Services, Actuaries, Tax Law, Enterprise Risk..., Underwriting, Universal Life, Long Term Care Insurance, General Insurance
Education
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Mathematics
Andrea Mercier Andrea Mercier's John Hancock Financial Services Experience 1993 - 2012
Job Partner, Financial Services Practice Lead at Hawkins Point Partners
Industry Financial Services
Experience
John Hancock Financial Services 1993 - 2012
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Skills
Mutual Funds, Investments, Strategic Planning, Risk Management, Business Strategy, Vendor Management, SDLC, Insurance, Financial Services, Software Development, Budgets, Information Technology, Business Analysis, E-commerce, Program Management, Business Process..., IT Strategy, CRM, Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Outsourcing, Executive Management, PMO
Education
College of the Holy Cross
BA Mathematics
John Hancock Financial Services 1993 - 2012
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Skills
Mutual Funds, Investments, Strategic Planning, Risk Management, Business Strategy, Vendor Management, SDLC, Insurance, Financial Services, Software Development, Budgets, Information Technology, Business Analysis, E-commerce, Program Management, Business Process..., IT Strategy, CRM, Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Outsourcing, Executive Management, PMO
Education
College of the Holy Cross
BA Mathematics
Kevin Khan Kevin Khan's John Hancock Financial Services Experience March 2004 - November 2009
Job Business Analyst at The Jonah Group
Industry Computer Software
Experience
The Jonah Group February 2015 - Present
TD August 2014 - February 2015
The Jonah Group March 2014 - August 2014
TD October 2010 - January 2014
paradigm quest May 2010 - September 2010
John Hancock Financial Services March 2004 - November 2009
Manulife Financial July 2001 - March 2004
Skills
Quality Center, Test Planning, SDLC, Regression Testing, Test Management, User Acceptance Testing, Technical Support, Quality Assurance, Troubleshooting, System Testing, Test Cases, Software Quality..., Waterfall, Agile Methodologies, Systems Analysis, Business Requirements, Requirements Gathering, QTP, Test Strategy, Integration Testing, Test Automation, Requirements Analysis, Testing, Business Analysis, Software Project..., SQL
Education
Centennial College 1995 — 1997
trinidad qa, Computer Programming
The Jonah Group February 2015 - Present
TD August 2014 - February 2015
The Jonah Group March 2014 - August 2014
TD October 2010 - January 2014
paradigm quest May 2010 - September 2010
John Hancock Financial Services March 2004 - November 2009
Manulife Financial July 2001 - March 2004
Skills
Quality Center, Test Planning, SDLC, Regression Testing, Test Management, User Acceptance Testing, Technical Support, Quality Assurance, Troubleshooting, System Testing, Test Cases, Software Quality..., Waterfall, Agile Methodologies, Systems Analysis, Business Requirements, Requirements Gathering, QTP, Test Strategy, Integration Testing, Test Automation, Requirements Analysis, Testing, Business Analysis, Software Project..., SQL
Education
Centennial College 1995 — 1997
trinidad qa, Computer Programming
Jason Klemanski Jason Klemanski's John Hancock Financial Services Experience August 2015 - Present
Job Director, Digital Strategy & Marketing at John Hancock Insurance
Industry Investment Management
Experience
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
Roberta Ruel's John Hancock Financial Services Experience July 1996 - December 2006
Job Head of Brand Marketing at Sun Life (Brand Strategy, Advertising, Digital Marketing, PR)
Industry Marketing and Advertising
Experience
Sun Life Financial January 2007 - Present
John Hancock Financial Services July 1996 - December 2006
Cohn Godley Norwood 1992 - 1996
Skills
Graphic Design, Marketing Strategy, Print Production, Account Management, Brand Development, Conferences, Mutual Funds, Annuities, Agency Relations, Public Relations, Corporate Sponsorships, Advertising, Integrated Marketing, Social Media, Product Marketing, Digital Marketing, Business Strategy, Creative Strategy, Marketing Communications, Social Media Marketing, Online Marketing, Competitive Analysis, Direct Marketing, Direct Mail, Team Building, Brand Awareness, Management, Copywriting, Lead Generation, Team Leadership, Leadership, Brand Management, Email Marketing, Sponsorship, Marketing, Insurance
Education
College of Our Lady of the Elms 1986 — 1990
BA, Marketing
Cathedral High School 1982 — 1986
High School Degree, College Prep
Sun Life Financial January 2007 - Present
John Hancock Financial Services July 1996 - December 2006
Cohn Godley Norwood 1992 - 1996
Skills
Graphic Design, Marketing Strategy, Print Production, Account Management, Brand Development, Conferences, Mutual Funds, Annuities, Agency Relations, Public Relations, Corporate Sponsorships, Advertising, Integrated Marketing, Social Media, Product Marketing, Digital Marketing, Business Strategy, Creative Strategy, Marketing Communications, Social Media Marketing, Online Marketing, Competitive Analysis, Direct Marketing, Direct Mail, Team Building, Brand Awareness, Management, Copywriting, Lead Generation, Team Leadership, Leadership, Brand Management, Email Marketing, Sponsorship, Marketing, Insurance
Education
College of Our Lady of the Elms 1986 — 1990
BA, Marketing
Cathedral High School 1982 — 1986
High School Degree, College Prep
Alan Donovan Alan Donovan's John Hancock Financial Services Experience June 2012 - August 2012
Job Financial Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac January 2015 - Present
Anthos Capital October 2014 - December 2014
Robeco June 2013 - August 2013
College of the Holy Cross January 2013 - June 2013
John Hancock Financial Services June 2012 - August 2012
Robeco January 2011 - January 2012
Gentle Giant Moving Co. June 2009 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Social Media, Bloomberg, Financial Reporting, Equity Research, Microsoft Excel, Mutual Funds, Portfolio Management, Data Analysis, Economics
Education
University of Virginia 2013 — 2014
Master of Commerce, Financial Services
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Melbourne 2011 — 2012
Economics
St. Sebastians 2005 — 2009
Freddie Mac January 2015 - Present
Anthos Capital October 2014 - December 2014
Robeco June 2013 - August 2013
College of the Holy Cross January 2013 - June 2013
John Hancock Financial Services June 2012 - August 2012
Robeco January 2011 - January 2012
Gentle Giant Moving Co. June 2009 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Social Media, Bloomberg, Financial Reporting, Equity Research, Microsoft Excel, Mutual Funds, Portfolio Management, Data Analysis, Economics
Education
University of Virginia 2013 — 2014
Master of Commerce, Financial Services
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Melbourne 2011 — 2012
Economics
St. Sebastians 2005 — 2009
James Ryan O'Keeffe James Ryan O'Keeffe's John Hancock Financial Services Experience 2002 - 2008
Job Technology Solutions Consultant at Solid Waste Authority of Central Ohio
Industry Information Technology and Services
Experience
Solid Waste Authority of Central Ohio October 2014 - Present
Solid Waste Authority of Central Ohio April 2012 - Present
Franklin University January 2010 - Present
Solid Waste Authority of Central Ohio December 2010 - October 2012
John Hancock Financial Services 2002 - 2008
Green Energy Ohio 2007 - 2007
PRGX 1997 - 2001
Skills
Troubleshooting, Technical Support, Hardware, Microsoft Office, Windows, Customer Service, HTML, Active Directory, Computer Hardware, Windows 7, Project Management, Linux, Access, Microsoft Excel, PowerPoint, ITIL v3 Foundations..., Manage Engine: Service..., Networking, Software Installation, Servers, Help Desk Support, System Administration, Cloud Computing
Education
Columbus State Community College 2008 — 2010
Associates of Science, Network Administration
Columbus State Community College 1996 — 1999
Associate Arts Degree, History
Solid Waste Authority of Central Ohio October 2014 - Present
Solid Waste Authority of Central Ohio April 2012 - Present
Franklin University January 2010 - Present
Solid Waste Authority of Central Ohio December 2010 - October 2012
John Hancock Financial Services 2002 - 2008
Green Energy Ohio 2007 - 2007
PRGX 1997 - 2001
Skills
Troubleshooting, Technical Support, Hardware, Microsoft Office, Windows, Customer Service, HTML, Active Directory, Computer Hardware, Windows 7, Project Management, Linux, Access, Microsoft Excel, PowerPoint, ITIL v3 Foundations..., Manage Engine: Service..., Networking, Software Installation, Servers, Help Desk Support, System Administration, Cloud Computing
Education
Columbus State Community College 2008 — 2010
Associates of Science, Network Administration
Columbus State Community College 1996 — 1999
Associate Arts Degree, History
Ralph Brannon Ralph Brannon's John Hancock Financial Services Experience August 1985 - July 1995
Job Contract Attorney
Industry Law Practice
Experience
Beacon Hill Staffing Group July 2015 - August 2015
NYC Dept. of Housing Preservation and Development March 1999 - November 2012
Law Offices of Ralph Brannon LLC December 1997 - March 1999
John Hancock Financial Services August 1985 - July 1995
Skills
Litigation, Legal Research, Appeals, Commercial Litigation, Civil Litigation, Intellectual Property, Legal Writing, Trials
Education
University of Toledo 1991 — 1994
Juris Doctor, Law
City University of New York-Herbert H. Lehman College 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Beacon Hill Staffing Group July 2015 - August 2015
NYC Dept. of Housing Preservation and Development March 1999 - November 2012
Law Offices of Ralph Brannon LLC December 1997 - March 1999
John Hancock Financial Services August 1985 - July 1995
Skills
Litigation, Legal Research, Appeals, Commercial Litigation, Civil Litigation, Intellectual Property, Legal Writing, Trials
Education
University of Toledo 1991 — 1994
Juris Doctor, Law
City University of New York-Herbert H. Lehman College 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Harvey Hyungmin Kim Harvey Hyungmin Kim's John Hancock Financial Services Experience January 2015 - Present
Job Sr. Actuarial Assistant at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services January 2015 - Present
Columbia University in the City of New York January 2014 - December 2014
National Life Group May 2014 - August 2014
Samsung August 2010 - July 2012
Procter & Gamble January 2010 - February 2010
4-7 CAV, 2nd Infantry Division, 8th Army, US Army (Korea Augumentation To US Army) April 2006 - April 2008
Young Leaders Club 2005 - 2006
Skills
VBA, Microsoft Excel, SPSS, Data Analysis, Project Management, Java, R, SQL, C++, Microsoft Access, SAS, Statistical Modeling, GGY AXIS, Life Insurance, Long-term Care, Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Actuarial Science, 4.00
Seoul National University 2004 — 2010
Bachelor's degree, Industrial Engineering, 3.74
Hansung Science High School 2002 — 2003
Science High School
John Hancock Financial Services January 2015 - Present
Columbia University in the City of New York January 2014 - December 2014
National Life Group May 2014 - August 2014
Samsung August 2010 - July 2012
Procter & Gamble January 2010 - February 2010
4-7 CAV, 2nd Infantry Division, 8th Army, US Army (Korea Augumentation To US Army) April 2006 - April 2008
Young Leaders Club 2005 - 2006
Skills
VBA, Microsoft Excel, SPSS, Data Analysis, Project Management, Java, R, SQL, C++, Microsoft Access, SAS, Statistical Modeling, GGY AXIS, Life Insurance, Long-term Care, Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Actuarial Science, 4.00
Seoul National University 2004 — 2010
Bachelor's degree, Industrial Engineering, 3.74
Hansung Science High School 2002 — 2003
Science High School
Sunjeet (Sunny) Manchanda's John Hancock Financial Services Experience December 2013 - July 2014
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
John Hancock Financial Services December 2013 - July 2014
Samurai Investments September 2013 - January 2014
Black Diamond Entertainment April 2009 - May 2012
SGC July 2009 - August 2009
Skills
Teamwork, Research, Public Speaking, Social Media, Time Management, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Entrepreneurship, Pivot Tables, V Lookups, Bloomberg, Finance
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science Double Major, Business Administration: Finance, Political Science
Escola Superior de Propaganda e Marketing 2013 — 2013
Study Abroad, Alternative Energy, Brazilian Language, Brazilian Culture, A
Dublin Business School 2012 — 2012
Study Abroad, Fall Semester, Business, Pass
Columbia University - Columbia Business School 2012 — 2012
Summer Program, Entrepreneurship/Entrepreneurial Studies, Pass
American School of Dubai 2008 — 2012
High School Diploma
Wellington Management July 2015 - Present
John Hancock Financial Services December 2013 - July 2014
Samurai Investments September 2013 - January 2014
Black Diamond Entertainment April 2009 - May 2012
SGC July 2009 - August 2009
Skills
Teamwork, Research, Public Speaking, Social Media, Time Management, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Entrepreneurship, Pivot Tables, V Lookups, Bloomberg, Finance
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science Double Major, Business Administration: Finance, Political Science
Escola Superior de Propaganda e Marketing 2013 — 2013
Study Abroad, Alternative Energy, Brazilian Language, Brazilian Culture, A
Dublin Business School 2012 — 2012
Study Abroad, Fall Semester, Business, Pass
Columbia University - Columbia Business School 2012 — 2012
Summer Program, Entrepreneurship/Entrepreneurial Studies, Pass
American School of Dubai 2008 — 2012
High School Diploma
Mark Krajnik, CPC's John Hancock Financial Services Experience 1990 - 1992
Job Program Management, Talent Acquisition, Performance Development & Talent Development Expert
Industry Information Technology and Services
Experience
CompuCom at Lowe's Home Improvement HQ 2014 - Present
Korn/Ferry International 2013 - 2014
ManpowerGroup 2012 - 2013
Kelly Services 2010 - 2012
Next Level Solutions 2006 - 2010
CDI Corporation/MRINetwork 1992 - 2006
John Hancock Financial Services 1990 - 1992
Skills
New Business Development, Relationship Selling, Sales Management, Consultative Selling, Recruiting, Talent Acquisition, Talent Management, Training & Development, Talent Development, Leadership Development, Team-oriented, Management Consulting, Executive Search, Technical Recruiting, Executive Coaching, Strategic Leadership, Team Building, Organizational..., Organizational..., Recruitment Training, HR Consulting, Public Speaking, Selling, Human Capital, Customer Retention, Training, Performance Management, Employee Training, Leadership, Business Development, Onboarding, Hiring, Employee Engagement, Contract Recruitment, Sales, Career Development, Consulting, Strategic Partnerships, Succession Planning, Management, Strategy, Coaching, Sourcing, Vendor Management, Applicant Tracking..., CRM, Team Management, Start-ups, Internet Recruiting, Change Management
Education
Occidental College
BA
Columbia University
Freshman Year
Rosemead High School
High School Diploma
CompuCom at Lowe's Home Improvement HQ 2014 - Present
Korn/Ferry International 2013 - 2014
ManpowerGroup 2012 - 2013
Kelly Services 2010 - 2012
Next Level Solutions 2006 - 2010
CDI Corporation/MRINetwork 1992 - 2006
John Hancock Financial Services 1990 - 1992
Skills
New Business Development, Relationship Selling, Sales Management, Consultative Selling, Recruiting, Talent Acquisition, Talent Management, Training & Development, Talent Development, Leadership Development, Team-oriented, Management Consulting, Executive Search, Technical Recruiting, Executive Coaching, Strategic Leadership, Team Building, Organizational..., Organizational..., Recruitment Training, HR Consulting, Public Speaking, Selling, Human Capital, Customer Retention, Training, Performance Management, Employee Training, Leadership, Business Development, Onboarding, Hiring, Employee Engagement, Contract Recruitment, Sales, Career Development, Consulting, Strategic Partnerships, Succession Planning, Management, Strategy, Coaching, Sourcing, Vendor Management, Applicant Tracking..., CRM, Team Management, Start-ups, Internet Recruiting, Change Management
Education
Occidental College
BA
Columbia University
Freshman Year
Rosemead High School
High School Diploma
Mengying (Vicky) Wang's John Hancock Financial Services Experience January 2013 - June 2013
Job M.S. in Actuarial Science student at Columbia University
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2015 - August 2015
Keurig Green Mountain, Inc. January 2014 - June 2014
John Hancock Financial Services January 2013 - June 2013
Northeastern University January 2012 - June 2012
Northeastern University September 2011 - December 2011
Nanzheng Futures Co., LTD June 2010 - July 2010
Skills
VBA, Microsoft Excel, Actuarial Exams, Microsoft Word, PowerPoint, Bloomberg Terminal, Lotus Notes, Access Database, Morningstar, GGY Axis, Stata, C, Statistics, Matlab, Microsoft Office, Actuarial Science, Mathematics, Financial Modeling, Mandarin, Databases, Data Analysis
Education
Columbia University in the City of New York
Master’s Degree, Actuarial Science, 3.93 / 4.00
Northeastern University 2010 — 2014
Bachelor’s Degree, Mathematics, 3.76 / 4.00
NFLS 2006 — 2009
High School, GCE A Level
Horizon Blue Cross Blue Shield of New Jersey June 2015 - August 2015
Keurig Green Mountain, Inc. January 2014 - June 2014
John Hancock Financial Services January 2013 - June 2013
Northeastern University January 2012 - June 2012
Northeastern University September 2011 - December 2011
Nanzheng Futures Co., LTD June 2010 - July 2010
Skills
VBA, Microsoft Excel, Actuarial Exams, Microsoft Word, PowerPoint, Bloomberg Terminal, Lotus Notes, Access Database, Morningstar, GGY Axis, Stata, C, Statistics, Matlab, Microsoft Office, Actuarial Science, Mathematics, Financial Modeling, Mandarin, Databases, Data Analysis
Education
Columbia University in the City of New York
Master’s Degree, Actuarial Science, 3.93 / 4.00
Northeastern University 2010 — 2014
Bachelor’s Degree, Mathematics, 3.76 / 4.00
NFLS 2006 — 2009
High School, GCE A Level
Jessica Almonte Jessica Almonte's John Hancock Financial Services Experience 2006 - 2007
Job Assistant Real Estate Manager
Industry Real Estate
Experience
CBRE November 2012 - Present
BREA PM January 2008 - November 2012
Cargo Ventures LLC July 2007 - December 2007
John Hancock Financial Services 2006 - 2007
Skills
Property Management, Real Estate, Tenant, Lease Administration, Commercial Real Estate, Facilities Management, Landlords, Leases, Contract Negotiation, Accounts Receivable, Accounts Payable, Landlord/Tenant Matters, Office Administration, Real Estate Development
Education
City University of New York-Hunter College
Bachelor's degree, Psychology
CBRE November 2012 - Present
BREA PM January 2008 - November 2012
Cargo Ventures LLC July 2007 - December 2007
John Hancock Financial Services 2006 - 2007
Skills
Property Management, Real Estate, Tenant, Lease Administration, Commercial Real Estate, Facilities Management, Landlords, Leases, Contract Negotiation, Accounts Receivable, Accounts Payable, Landlord/Tenant Matters, Office Administration, Real Estate Development
Education
City University of New York-Hunter College
Bachelor's degree, Psychology
MUSTAQUE CHOUDHURY, MBA's John Hancock Financial Services Experience 2009 - 2011
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
John Hancock Financial Services 2009 - 2011
MetLife Insurance Company 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Insurance Agents, Financial Advisory, Brokerage, Investments, Retirement Planning, Annuities, Estate Planning, Retirement Solutions, College Savings Plans, 401 K Rollovers, 529 Plans, Insurance Strategies, Investment st, Asset Allocation, Retirement Income..., Investment Advisory, Protection, Saving for Education, Whole Life, Universal Life, Term Life Insurance, Long Term Care, Roth IRA, IRA's, IRA Rollovers, SEP, Mortgage Protection, Disability Insurance, Charitable Giving, Investment Strategies, Pensions, Deferred Compensation, Portfolio Management, Alternative Investments, Personal Finance, High Net Worth..., Employee Benefits, Succession Planning, IRAs, Fixed Annuities, Retirement, Long-term Care, 401k, Life Insurance, Securities, Financial Services, Long Term Care Insurance
Education
City University of New York
Masters in Business Administration, Finance
University of London
Advanced Level (A-Level), Economics
New York Life Insurance Company June 2011 - Present
John Hancock Financial Services 2009 - 2011
MetLife Insurance Company 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Insurance Agents, Financial Advisory, Brokerage, Investments, Retirement Planning, Annuities, Estate Planning, Retirement Solutions, College Savings Plans, 401 K Rollovers, 529 Plans, Insurance Strategies, Investment st, Asset Allocation, Retirement Income..., Investment Advisory, Protection, Saving for Education, Whole Life, Universal Life, Term Life Insurance, Long Term Care, Roth IRA, IRA's, IRA Rollovers, SEP, Mortgage Protection, Disability Insurance, Charitable Giving, Investment Strategies, Pensions, Deferred Compensation, Portfolio Management, Alternative Investments, Personal Finance, High Net Worth..., Employee Benefits, Succession Planning, IRAs, Fixed Annuities, Retirement, Long-term Care, 401k, Life Insurance, Securities, Financial Services, Long Term Care Insurance
Education
City University of New York
Masters in Business Administration, Finance
University of London
Advanced Level (A-Level), Economics
Jane Ypsilantis Jane Ypsilantis's John Hancock Financial Services Experience 1990 - 2000
Job Senior Analyst, International Investment Services at Natixis Global Asset Management
Industry Marketing and Advertising
Experience
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management October 2013 - Present
SHIFT Communications January 2013 - May 2013
Westminster Tool & Westminster Solutions August 2012 - January 2013
McNeil, Gray & Rice Strategic Communications October 2010 - August 2012
John Hancock Financial Services 1990 - 2000
Skills
Marketing Communications, Social Media, SEO, Public Relations, Media Relations, Press Releases, Corporate Communications, Strategic Communications, Content Strategy, Blogging, Social Media Marketing, Facebook, Twitter, LinkedIn, Newsletters, Integrated Marketing, Event Planning, Internal Communications, B2B, Content Development, Copywriting, Copy Editing, Constant Contact, Social Networking, Publicity, Message Development, Marketing
Education
Suffolk University
MBA, Business
Colby Sawyer College
Bachelor of Science, Business
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management October 2013 - Present
SHIFT Communications January 2013 - May 2013
Westminster Tool & Westminster Solutions August 2012 - January 2013
McNeil, Gray & Rice Strategic Communications October 2010 - August 2012
John Hancock Financial Services 1990 - 2000
Skills
Marketing Communications, Social Media, SEO, Public Relations, Media Relations, Press Releases, Corporate Communications, Strategic Communications, Content Strategy, Blogging, Social Media Marketing, Facebook, Twitter, LinkedIn, Newsletters, Integrated Marketing, Event Planning, Internal Communications, B2B, Content Development, Copywriting, Copy Editing, Constant Contact, Social Networking, Publicity, Message Development, Marketing
Education
Suffolk University
MBA, Business
Colby Sawyer College
Bachelor of Science, Business
Ben-Oni Jean-Pierre's John Hancock Financial Services Experience December 2014 - Present
Job IT Support Engineer at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services December 2014 - Present
PresCEO January 2010 - Present
Elmwood Avenue Church of God January 2010 - Present
OMAD June 2012 - Present
MassDOT December 2014 - December 2014
Rhode Island Young Proffesionals November 2013 - November 2014
Dell August 2013 - November 2014
Enservio March 2012 - June 2013
Year Up January 2011 - January 2013
Youth in Action November 2001 - January 2013
Skills
Troubleshooting, Windows 7, Windows, VPN, Microsoft Office, Social Media Marketing, Windows Server, Windows XP, Social Media, Leadership, Servers, Operating Systems, Help Desk Support, IT Support, Comedian, Public Speaking, Event Planning, Video Production, Customer Service, Event Management, Editing, Digital Photography, Team Leadership, Online Marketing, Computer Hardware, Public Relations, Graphic Design, Software Documentation, Strategic Planning, Word, Excel, Non-profits, Fundraising, Event Photography, Entrepreneurship, Microsoft Technologies, Community Outreach, Problem Solving, Multimedia, IT Engineering, Network Administration, Professional Services, Adobe Creative Suite, Music Production, Philanthropy, Customer Relations, Documentation, Marketing Strategy, Quality Assurance, Promoting
Education
Community College of Rhode Island 2008 — 2012
BA, Business Admin / IT
Year UP 2005 — 2006
Business / IT, Business / IT
Mount Pleasant High School 2001 — 2005
High School Diploma, Computers
John Hancock Financial Services December 2014 - Present
PresCEO January 2010 - Present
Elmwood Avenue Church of God January 2010 - Present
OMAD June 2012 - Present
MassDOT December 2014 - December 2014
Rhode Island Young Proffesionals November 2013 - November 2014
Dell August 2013 - November 2014
Enservio March 2012 - June 2013
Year Up January 2011 - January 2013
Youth in Action November 2001 - January 2013
Skills
Troubleshooting, Windows 7, Windows, VPN, Microsoft Office, Social Media Marketing, Windows Server, Windows XP, Social Media, Leadership, Servers, Operating Systems, Help Desk Support, IT Support, Comedian, Public Speaking, Event Planning, Video Production, Customer Service, Event Management, Editing, Digital Photography, Team Leadership, Online Marketing, Computer Hardware, Public Relations, Graphic Design, Software Documentation, Strategic Planning, Word, Excel, Non-profits, Fundraising, Event Photography, Entrepreneurship, Microsoft Technologies, Community Outreach, Problem Solving, Multimedia, IT Engineering, Network Administration, Professional Services, Adobe Creative Suite, Music Production, Philanthropy, Customer Relations, Documentation, Marketing Strategy, Quality Assurance, Promoting
Education
Community College of Rhode Island 2008 — 2012
BA, Business Admin / IT
Year UP 2005 — 2006
Business / IT, Business / IT
Mount Pleasant High School 2001 — 2005
High School Diploma, Computers
Richard Saylor Richard Saylor's John Hancock Financial Services Experience September 2015 - Present
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services September 2015 - Present
Responsive to Our Community January 2015 - May 2015
Cooperative Federal Credit Union January 2014 - May 2014
Cornerstone Real Estate Advisers October 2013 - December 2013
Hamer Trading May 2013 - August 2013
Collegiate Entrepreneurs Organization February 2012 - January 2013
Toastmasters International November 2011 - May 2012
Skills
Social Networking, Finance, Management, Marketing, Market Research, Equity Research, Financial Analysis, Asset Management, Microsoft Excel, SPSS, DCF Valuation, Hedge Funds, Investment Management, TradeStation, Adobe Creative Suite, HTML, CSS, Logic Pro, Music Production, JavaScript, PowerPoint, Web Design, Ruby on Rails, Social Media, Microsoft Office, Public Speaking, Investments, Analysis
Education
Syracuse University
Bachelor’s Degree, Public Policy, 3.5 / 4.00
City University of Hong Kong 2013 — 2013
Southeast Asian Economics and International Finance
The University of Memphis 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Hancock Financial Services September 2015 - Present
Responsive to Our Community January 2015 - May 2015
Cooperative Federal Credit Union January 2014 - May 2014
Cornerstone Real Estate Advisers October 2013 - December 2013
Hamer Trading May 2013 - August 2013
Collegiate Entrepreneurs Organization February 2012 - January 2013
Toastmasters International November 2011 - May 2012
Skills
Social Networking, Finance, Management, Marketing, Market Research, Equity Research, Financial Analysis, Asset Management, Microsoft Excel, SPSS, DCF Valuation, Hedge Funds, Investment Management, TradeStation, Adobe Creative Suite, HTML, CSS, Logic Pro, Music Production, JavaScript, PowerPoint, Web Design, Ruby on Rails, Social Media, Microsoft Office, Public Speaking, Investments, Analysis
Education
Syracuse University
Bachelor’s Degree, Public Policy, 3.5 / 4.00
City University of Hong Kong 2013 — 2013
Southeast Asian Economics and International Finance
The University of Memphis 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeff Slemin Jeff Slemin's John Hancock Financial Services Experience July 2014 - Present
Job Marketing Manager, Retirement Plan Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
CIBC Wood Gundy March 2010 - July 2014
CI Investments Inc. 2005 - 2010
ING DIRECT Canada March 2003 - August 2005
Skills
Marketing Communications, Financial Services, Customer Service, Internal Communications, Corporate Communications, Strategy, Strategic Communications, Mutual Funds, Project Management, Relationship Management, Investments, Wealth Management, Portfolio Management, Communications Planning, ETFs, Market Research, Team Leadership, Management, Marketing
Education
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management Techniques
Centennial College
Journalism
Ryerson University
John Hancock Financial Services July 2014 - Present
CIBC Wood Gundy March 2010 - July 2014
CI Investments Inc. 2005 - 2010
ING DIRECT Canada March 2003 - August 2005
Skills
Marketing Communications, Financial Services, Customer Service, Internal Communications, Corporate Communications, Strategy, Strategic Communications, Mutual Funds, Project Management, Relationship Management, Investments, Wealth Management, Portfolio Management, Communications Planning, ETFs, Market Research, Team Leadership, Management, Marketing
Education
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management Techniques
Centennial College
Journalism
Ryerson University
Cherie Dalcerro Mcguire Cherie Dalcerro Mcguire's John Hancock Financial Services Experience June 1978 - June 1988
Job Independent Consumer Services Professional
Industry Consumer Services
Experience
College of Lake County January 2014 - Present
CAM Office Services January 1988 - December 2007
Old World Industries August 1991 - March 1993
C/J Research August 1979 - July 1991
John Hancock Financial Services June 1978 - June 1988
Skills
Sales, Community Outreach, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Leadership Development, Fundraising, Microsoft Excel, Public Speaking, Teaching, PowerPoint, Nonprofits, Editing, Creative Writing, Access, Team Building
Education
College of Lake County 2014 — 2015
Not sure yet, Business, Finance, Accounting
Palatine High School 1974 — 1978
General, General Studies
St. Theresa Grade School 1966 — 1974
General, General Studies
College of Lake County January 2014 - Present
CAM Office Services January 1988 - December 2007
Old World Industries August 1991 - March 1993
C/J Research August 1979 - July 1991
John Hancock Financial Services June 1978 - June 1988
Skills
Sales, Community Outreach, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Leadership Development, Fundraising, Microsoft Excel, Public Speaking, Teaching, PowerPoint, Nonprofits, Editing, Creative Writing, Access, Team Building
Education
College of Lake County 2014 — 2015
Not sure yet, Business, Finance, Accounting
Palatine High School 1974 — 1978
General, General Studies
St. Theresa Grade School 1966 — 1974
General, General Studies
Kate Wright Dill Kate Wright Dill's John Hancock Financial Services Experience June 2008 - April 2009
Job Financial Consultant Wright Wealth Management at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors November 2010 - June 2014
Lincoln Financial Group November 2009 - November 2010
John Hancock Financial Services June 2008 - April 2009
Skills
Wealth Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Financial Risk, Mutual Funds, Investments, Retirement, Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General
Walhalla High School 2004 — 2008
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors November 2010 - June 2014
Lincoln Financial Group November 2009 - November 2010
John Hancock Financial Services June 2008 - April 2009
Skills
Wealth Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Financial Risk, Mutual Funds, Investments, Retirement, Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General
Walhalla High School 2004 — 2008
Stephanie Hamilton Stephanie Hamilton's John Hancock Financial Services Experience May 2005 - June 2012
Job Executive Assistant at Voya Financial
Industry Banking
Experience
Voya Financial August 2015 - Present
Citizens Bank October 2013 - August 2015
New England Quality Care Alliance June 2012 - October 2013
John Hancock Financial Services May 2005 - June 2012
MetLife March 2004 - May 2005
MetLife August 2003 - March 2004
Cypress Communications January 1999 - August 2003
Norman's Hallmark September 1995 - December 1998
Sunrise Resort May 1995 - September 1998
Skills
Visio, PowerPoint, Microsoft Office, Lotus Notes, Outlook, Concur, Microsoft Excel, Process Scheduler, Training, Time Management, SharePoint, Microsoft Office 2010, Windows XP Professional, Microsoft Windows 98, Microsoft Word, Disaster Recovery, Scheduling, Department Budgeting, Committee Liaison, Board Governance, Lawson General Ledger, Adobe Software, Budget Tracking, Project Management, Firefox, Internet Explorer, Research, Event Planning, PeopleSoft, Orbitz Travel, Silverpop, Photoshop, Sales, Management, Recruiting, Travel Arrangements, Calendaring, Marketing, Employee Benefits
Education
Stockton University 1995 — 1998
Bachelor of Arts and Humanities, Literature
Castleton State College 1994 — 1995
N/A, Education
Kingsway 1990 — 1994
Diploma
Voya Financial August 2015 - Present
Citizens Bank October 2013 - August 2015
New England Quality Care Alliance June 2012 - October 2013
John Hancock Financial Services May 2005 - June 2012
MetLife March 2004 - May 2005
MetLife August 2003 - March 2004
Cypress Communications January 1999 - August 2003
Norman's Hallmark September 1995 - December 1998
Sunrise Resort May 1995 - September 1998
Skills
Visio, PowerPoint, Microsoft Office, Lotus Notes, Outlook, Concur, Microsoft Excel, Process Scheduler, Training, Time Management, SharePoint, Microsoft Office 2010, Windows XP Professional, Microsoft Windows 98, Microsoft Word, Disaster Recovery, Scheduling, Department Budgeting, Committee Liaison, Board Governance, Lawson General Ledger, Adobe Software, Budget Tracking, Project Management, Firefox, Internet Explorer, Research, Event Planning, PeopleSoft, Orbitz Travel, Silverpop, Photoshop, Sales, Management, Recruiting, Travel Arrangements, Calendaring, Marketing, Employee Benefits
Education
Stockton University 1995 — 1998
Bachelor of Arts and Humanities, Literature
Castleton State College 1994 — 1995
N/A, Education
Kingsway 1990 — 1994
Diploma
Jessica Garris Jessica Garris's John Hancock Financial Services Experience July 2013 - December 2013
Job Client Service Analyst at Mercer
Industry Insurance
Experience
Mercer September 2014 - Present
Blue Cross Blue Shield of Massachusetts February 2014 - July 2014
John Hancock Financial Services July 2013 - December 2013
Ministries of Aides International Inc. (MAII) November 2012 - January 2013
Baoshang Bank May 2010 - August 2010
Education
Worcester Polytechnic Institute 2010 — 2013
Master of Science (MS), Applied Statistics
Columbia University in the City of New York 2012 — 2012
Epidemiology
Southwestern University of Finance and Economics 2006 — 2010
Bachelor of Science (BS), Economics statistics, 3.8
Mercer September 2014 - Present
Blue Cross Blue Shield of Massachusetts February 2014 - July 2014
John Hancock Financial Services July 2013 - December 2013
Ministries of Aides International Inc. (MAII) November 2012 - January 2013
Baoshang Bank May 2010 - August 2010
Education
Worcester Polytechnic Institute 2010 — 2013
Master of Science (MS), Applied Statistics
Columbia University in the City of New York 2012 — 2012
Epidemiology
Southwestern University of Finance and Economics 2006 — 2010
Bachelor of Science (BS), Economics statistics, 3.8
Sue Kregger Sue Kregger's John Hancock Financial Services Experience May 2008 - August 2008
Job Recruiter at US Health Advisors
Industry Insurance
Experience
US Health Advisors March 2014 - Present
Farmers Insurance July 2013 - March 2014
Insphere Insurance Solutions February 2011 - April 2013
AIG August 2008 - April 2009
John Hancock Financial Services May 2008 - August 2008
Blue Chip Consultants November 2004 - April 2007
Skills
Customer Service, Recruiting, Microsoft Office, Public Speaking, Marketing, Microsoft Excel, Research, Time Management, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Administrative..., Teamwork, Customer Satisfaction, Team Building, Account Management
Education
College of DuPage 1975 — 1977
Administrative and Secretarial Science
Willowbrook High School 1970 — 1974
General, Administrative Assistant and Secretarial Science, General
US Health Advisors March 2014 - Present
Farmers Insurance July 2013 - March 2014
Insphere Insurance Solutions February 2011 - April 2013
AIG August 2008 - April 2009
John Hancock Financial Services May 2008 - August 2008
Blue Chip Consultants November 2004 - April 2007
Skills
Customer Service, Recruiting, Microsoft Office, Public Speaking, Marketing, Microsoft Excel, Research, Time Management, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Administrative..., Teamwork, Customer Satisfaction, Team Building, Account Management
Education
College of DuPage 1975 — 1977
Administrative and Secretarial Science
Willowbrook High School 1970 — 1974
General, Administrative Assistant and Secretarial Science, General
Robert Fanning Robert Fanning's John Hancock Financial Services Experience January 2014 - Present
Job John Hancock Supervisor
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
Bank of North Carolina May 2013 - December 2013
TD August 2011 - May 2013
Staples January 2000 - November 2011
Social Media Science October 2009 - August 2011
Skills
Customer Service, Management, Training, Sales, Leadership, Microsoft Office, IBM AS/400, Microsoft Excel, Microsoft Word, PowerPoint, Market Access, Microsoft Project, Jack Henry, Encore, Adobe Acrobat, Inventory Management, Inventory Analysis, Physical Inventory, Retail Banking, Life Insurance, Retirement Planning, 401k, 401k Rollovers, IRAs, Roth IRA, Traditional IRA, Simple IRA, Escalations Management, Finance, Corporate Finance, Investments, Loans, Retail, Call Centers, Cold Calling, Referrals, Marketing, Social Media Marketing
Education
Coastal Carolina University 2004 — 2006
Bachelor's Degree, Finance, 3.0
County College of Morris 2000 — 2002
Associate's degree, Mathematics, 3.2
John Hancock Financial Services January 2014 - Present
Bank of North Carolina May 2013 - December 2013
TD August 2011 - May 2013
Staples January 2000 - November 2011
Social Media Science October 2009 - August 2011
Skills
Customer Service, Management, Training, Sales, Leadership, Microsoft Office, IBM AS/400, Microsoft Excel, Microsoft Word, PowerPoint, Market Access, Microsoft Project, Jack Henry, Encore, Adobe Acrobat, Inventory Management, Inventory Analysis, Physical Inventory, Retail Banking, Life Insurance, Retirement Planning, 401k, 401k Rollovers, IRAs, Roth IRA, Traditional IRA, Simple IRA, Escalations Management, Finance, Corporate Finance, Investments, Loans, Retail, Call Centers, Cold Calling, Referrals, Marketing, Social Media Marketing
Education
Coastal Carolina University 2004 — 2006
Bachelor's Degree, Finance, 3.0
County College of Morris 2000 — 2002
Associate's degree, Mathematics, 3.2
Cindy Mao's John Hancock Financial Services Experience August 2010 - April 2011
Job Consultant at Ntier, Convergex
Industry Financial Services
Experience
Convergex, N-tier December 2014 - Present
ReachLocal June 2013 - October 2014
John Hancock Financial Services August 2010 - April 2011
Sun Life Financial February 2009 - July 2010
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree
Worcester Polytechnic Institute 2006 — 2009
Bachelor's Degree
Convergex, N-tier December 2014 - Present
ReachLocal June 2013 - October 2014
John Hancock Financial Services August 2010 - April 2011
Sun Life Financial February 2009 - July 2010
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree
Worcester Polytechnic Institute 2006 — 2009
Bachelor's Degree
Stephen Schoen Stephen Schoen's John Hancock Financial Services Experience September 1998 - August 2000
Job Vice President Finance and Administration Division at Sapers & Wallack, Inc.
Industry Insurance
Experience
Sapers & Wallack, Inc. August 2011 - Present
Sapers & Wallack, Inc. August 2006 - July 2011
Sapers & Wallack, Inc. August 2002 - July 2006
John Hancock Life Insurance Company (U.S.A.) September 2000 - August 2002
John Hancock Financial Services September 1998 - August 2000
Skills
Insurance, Commission, Management, Employee Benefits, Finance, Financial Services, Payroll, Life Insurance, Human Resources, Marketing Strategy, Revenue Analysis, Operations Management, Marketing, Time Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Salesforce.com, IT Outsourcing, Information Technology, Analysis, Leadership
Education
Castleton University
Bachelor of Science, Management
Seton Hall University
Sapers & Wallack, Inc. August 2011 - Present
Sapers & Wallack, Inc. August 2006 - July 2011
Sapers & Wallack, Inc. August 2002 - July 2006
John Hancock Life Insurance Company (U.S.A.) September 2000 - August 2002
John Hancock Financial Services September 1998 - August 2000
Skills
Insurance, Commission, Management, Employee Benefits, Finance, Financial Services, Payroll, Life Insurance, Human Resources, Marketing Strategy, Revenue Analysis, Operations Management, Marketing, Time Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Salesforce.com, IT Outsourcing, Information Technology, Analysis, Leadership
Education
Castleton University
Bachelor of Science, Management
Seton Hall University
Clara Ferrara Clara Ferrara's John Hancock Financial Services Experience June 2014 - Present
Job Executive Administrative Assistant at John Hancock Financial Services
Industry Real Estate
Experience
John Hancock Financial Services June 2014 - Present
Des Plaines Office Equipment February 2013 - March 2014
Ricoh Business Solutions February 2001 - October 2012
S&S Automotive 1996 - 2000
Skills
Managed Print Services, Cold Calling, Document Imaging, Solution Selling, Major Accounts, Tenant Relations, Billing Services
Education
College of DuPage
Associate's degree
John Hancock Financial Services June 2014 - Present
Des Plaines Office Equipment February 2013 - March 2014
Ricoh Business Solutions February 2001 - October 2012
S&S Automotive 1996 - 2000
Skills
Managed Print Services, Cold Calling, Document Imaging, Solution Selling, Major Accounts, Tenant Relations, Billing Services
Education
College of DuPage
Associate's degree
Anthony Albano Anthony Albano's John Hancock Financial Services Experience October 2006 - July 2010
Job Regional Vice President at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2010 - Present
John Hancock Financial Services October 2006 - July 2010
Skills
Mutual Funds, Alternative Investments, Public Speaking, Retirement Planning, CRPC, Series 7, Series 63, Risk Management, Relationship Management, 401k, Fixed Annuities, Sales
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
John Hancock Investments July 2010 - Present
John Hancock Financial Services October 2006 - July 2010
Skills
Mutual Funds, Alternative Investments, Public Speaking, Retirement Planning, CRPC, Series 7, Series 63, Risk Management, Relationship Management, 401k, Fixed Annuities, Sales
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Travis Downs Travis Downs's John Hancock Financial Services Experience April 2014 - March 2015
Job Account Executive with Formax
Industry Financial Services
Experience
Formax March 2015 - Present
John Hancock Financial Services April 2014 - March 2015
John Hancock Financial Services January 2012 - March 2014
John Hancock Financial Services July 2011 - December 2011
John Hancock Financial Services June 2009 - August 2011
John Hancock Financial Services January 2009 - June 2009
Skills
Fixed Annuities, Financial Services, Insurance, Process Improvement, Project Management, Business Analysis, Customer Service, Leadership, Editing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Analysis
Education
Colby College 2002 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Formax March 2015 - Present
John Hancock Financial Services April 2014 - March 2015
John Hancock Financial Services January 2012 - March 2014
John Hancock Financial Services July 2011 - December 2011
John Hancock Financial Services June 2009 - August 2011
John Hancock Financial Services January 2009 - June 2009
Skills
Fixed Annuities, Financial Services, Insurance, Process Improvement, Project Management, Business Analysis, Customer Service, Leadership, Editing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Analysis
Education
Colby College 2002 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Michael McGrath, MS, CFP, CLU Michael McGrath, MS, CFP, CLU's John Hancock Financial Services Experience October 1997 - March 2004
Job Vice President at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
Fred Sheehan, CFA Fred Sheehan, CFA's John Hancock Financial Services Experience 1988 - 2005
Job Investment Advisor and Risk Management Consultant
Industry Capital Markets
Experience
Lowell Blake & Associates 2007 - Present
United States Naval Academy Alumni Association 2006 - Present
Investor, Consultant and Writer 2005 - Present
John Hancock Financial Services 1988 - 2005
U.S. Navy 1978 - 1983
Skills
Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Mutual Funds, Retirement Planning, Finance, Securities, Asset Management, Blogging, Institutional..., Economics, Financial Analysis, Wealth Management, Hedge Funds, Trading, Investment Advisory, Capital Markets, Series 63, Bonds, Financial Services, Fixed Income, Strategic Financial..., Due Diligence, Financial Modeling, Portfolio Management, Equity Research, Strategy, Emerging Markets, Private Equity, Corporate Finance, Series 7, ETFs, Venture Capital, Bloomberg, Options, Hedging, Valuation, Investment Management, Derivatives, Risk Management, Financial Markets
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
United States Naval Academy
BS, History
Thayer Academy
Lowell Blake & Associates 2007 - Present
United States Naval Academy Alumni Association 2006 - Present
Investor, Consultant and Writer 2005 - Present
John Hancock Financial Services 1988 - 2005
U.S. Navy 1978 - 1983
Skills
Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Mutual Funds, Retirement Planning, Finance, Securities, Asset Management, Blogging, Institutional..., Economics, Financial Analysis, Wealth Management, Hedge Funds, Trading, Investment Advisory, Capital Markets, Series 63, Bonds, Financial Services, Fixed Income, Strategic Financial..., Due Diligence, Financial Modeling, Portfolio Management, Equity Research, Strategy, Emerging Markets, Private Equity, Corporate Finance, Series 7, ETFs, Venture Capital, Bloomberg, Options, Hedging, Valuation, Investment Management, Derivatives, Risk Management, Financial Markets
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
United States Naval Academy
BS, History
Thayer Academy
Mario Coix's John Hancock Financial Services Experience September 2004 - December 2009
Job Retirement Education Specialist at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Mass Mutual Financial Group November 2010 - Present
Great-West Retirement Services January 2010 - November 2010
John Hancock September 2004 - December 2009
John Hancock Financial Services September 2004 - December 2009
Amerihome Mortgage 1998 - August 2004
Skills
Financial Advisory
Education
College of DuPage 1988 — 1990
Criminal Justice
Stacy Adams, A.C.C., F.C.A.S.'s John Hancock Financial Services Experience 1983 - 1987
Job Pricing Actuary at The Hanover Insurance Group
Industry Professional Training & Coaching
Experience
The Hanover Insurance Group April 2014 - Present
Stacy J. Adams Business Coaching January 2010 - Present
SJA Real Estate Investing LLC August 2005 - Present
Toastmasters Club 5574 2008 - 2013
The Hanover Insurance Group July 1987 - August 2005
John Hancock Financial Services 1983 - 1987
Towers Watson 1980 - 1982
Skills
Insurance, Management Consulting, Training, Leadership, Public Speaking, Team Building, Team Leadership, Business Planning, Finance, Actuarial Science, Business Coaching, Real Estate Investor, Business Strategy, Analysis, Risk Management, Process Improvement, Management, Change Management, Leadership Development, Data Analysis, Performance Management, Organizational..., Business Process..., Executive Coaching
Education
CoachU 1999 — 2003
CoachU Graduate, Life and Business Coaching
Clark University 1974 — 1978
B.A., Mathematics
The Hanover Insurance Group April 2014 - Present
Stacy J. Adams Business Coaching January 2010 - Present
SJA Real Estate Investing LLC August 2005 - Present
Toastmasters Club 5574 2008 - 2013
The Hanover Insurance Group July 1987 - August 2005
John Hancock Financial Services 1983 - 1987
Towers Watson 1980 - 1982
Skills
Insurance, Management Consulting, Training, Leadership, Public Speaking, Team Building, Team Leadership, Business Planning, Finance, Actuarial Science, Business Coaching, Real Estate Investor, Business Strategy, Analysis, Risk Management, Process Improvement, Management, Change Management, Leadership Development, Data Analysis, Performance Management, Organizational..., Business Process..., Executive Coaching
Education
CoachU 1999 — 2003
CoachU Graduate, Life and Business Coaching
Clark University 1974 — 1978
B.A., Mathematics
Douglas Greer's John Hancock Financial Services Experience 1994 - 1997
Job Grange Insurance
Industry Insurance
Experience
Grange Insurance June 2013 - Present
Cincinnati Financial Corporation 2009 - June 2013
Cincinnati Financial Corporation 2007 - 2009
Cincinnati Financial Corporation 2005 - 2007
Cincinnati Financial Corporation 2003 - 2005
Cincinnati Financial Corporation 2001 - 2003
Independent Financial Group 1997 - 2001
John Hancock Financial Services 1994 - 1997
United States Army Reserve 1990 - 1996
Skills
Risk Management, Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Commercial Lines, General Insurance, Employment Practices..., Inland Marine, Professional Liability, Reinsurance, Umbrella Insurance, Workers Compensation, Brokers, Claim, Claims Management, Casualty Insurance
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Grange Insurance June 2013 - Present
Cincinnati Financial Corporation 2009 - June 2013
Cincinnati Financial Corporation 2007 - 2009
Cincinnati Financial Corporation 2005 - 2007
Cincinnati Financial Corporation 2003 - 2005
Cincinnati Financial Corporation 2001 - 2003
Independent Financial Group 1997 - 2001
John Hancock Financial Services 1994 - 1997
United States Army Reserve 1990 - 1996
Skills
Risk Management, Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Commercial Lines, General Insurance, Employment Practices..., Inland Marine, Professional Liability, Reinsurance, Umbrella Insurance, Workers Compensation, Brokers, Claim, Claims Management, Casualty Insurance
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Cincinnati State Technical and Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Robert Skaare Robert Skaare's John Hancock Financial Services Experience June 1996 - June 1997
Job US Investor Services Sales Channel Program Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
Alexa Schafer Alexa Schafer's John Hancock Financial Services Experience November 2013 - September 2014
Job Government Affairs & Public Policy at Vertex Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertex Pharmaceuticals February 2015 - Present
Revolution Lacrosse September 2014 - January 2015
John Hancock Financial Services November 2013 - September 2014
John Hancock Financial Services February 2013 - November 2013
Feld Entertainment July 2012 - November 2012
Korn Law Firm August 2010 - July 2012
Monumental Sports & Entertainment May 2011 - August 2011
Monumental Sports & Entertainment May 2011 - August 2011
Columbia College Chicago September 2007 - May 2008
Clear Channel Radio 2007 - 2008
Skills
Sports, Sports Marketing, Sports Management, Advertising, Promoting, Retail, Fashion Marketing, Law Firm Marketing, Social Networking, Sponsorship, Event Planning, Social Media Marketing, Public Relations, Marketing, Facebook, Fashion, Sales, Event Management, Marketing Strategy, Social Media, Legal Marketing, Fundraising, Press Releases, Sponsorship Sales, Marketing Communications, Ticket Sales, Media Relations, Public Speaking, Integrated Marketing, Entertainment
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Fashion Merchandising and Sports Management
Columbia College Chicago 2007 — 2008
Bachelor of Arts, Advertising and Sports Marketing
Vertex Pharmaceuticals February 2015 - Present
Revolution Lacrosse September 2014 - January 2015
John Hancock Financial Services November 2013 - September 2014
John Hancock Financial Services February 2013 - November 2013
Feld Entertainment July 2012 - November 2012
Korn Law Firm August 2010 - July 2012
Monumental Sports & Entertainment May 2011 - August 2011
Monumental Sports & Entertainment May 2011 - August 2011
Columbia College Chicago September 2007 - May 2008
Clear Channel Radio 2007 - 2008
Skills
Sports, Sports Marketing, Sports Management, Advertising, Promoting, Retail, Fashion Marketing, Law Firm Marketing, Social Networking, Sponsorship, Event Planning, Social Media Marketing, Public Relations, Marketing, Facebook, Fashion, Sales, Event Management, Marketing Strategy, Social Media, Legal Marketing, Fundraising, Press Releases, Sponsorship Sales, Marketing Communications, Ticket Sales, Media Relations, Public Speaking, Integrated Marketing, Entertainment
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Fashion Merchandising and Sports Management
Columbia College Chicago 2007 — 2008
Bachelor of Arts, Advertising and Sports Marketing
Anjali Kaul Anjali Kaul's John Hancock Financial Services Experience March 2013 - Present
Job Director, Marketing Services at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock July 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) June 2004 - May 2005
Skills
Marketing, Relationship Management, Financial Services, Email Marketing, Fixed Annuities, Direct Marketing, Life Insurance
Education
College of the Holy Cross 1999 — 2001
BA, Art
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock July 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) June 2004 - May 2005
Skills
Marketing, Relationship Management, Financial Services, Email Marketing, Fixed Annuities, Direct Marketing, Life Insurance
Education
College of the Holy Cross 1999 — 2001
BA, Art
John Suminski's John Hancock Financial Services Experience February 2014 - Present
Job Vice President, Information Technology at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services 2013 - 2015
John Hancock Financial Network February 2011 - February 2013
John Hancock Financial Services August 2009 - February 2011
Manulife Financial July 2007 - August 2009
John Hancock Financial Services July 2006 - July 2007
John Hancock Financial Services June 2005 - July 2006
John Hancock Financial Services June 1999 - June 2005
John Hancock Financial Services June 1998 - June 1999
Skills
Project Management, Investments, Risk Management, Financial Analysis, Financial Services, Strategic Planning, Business Analysis, Insurance, Portfolio Management, Finance, Process Improvement
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services 2013 - 2015
John Hancock Financial Network February 2011 - February 2013
John Hancock Financial Services August 2009 - February 2011
Manulife Financial July 2007 - August 2009
John Hancock Financial Services July 2006 - July 2007
John Hancock Financial Services June 2005 - July 2006
John Hancock Financial Services June 1999 - June 2005
John Hancock Financial Services June 1998 - June 1999
Skills
Project Management, Investments, Risk Management, Financial Analysis, Financial Services, Strategic Planning, Business Analysis, Insurance, Portfolio Management, Finance, Process Improvement
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Amy Modzelesky Amy Modzelesky's John Hancock Financial Services Experience September 2015 - Present
Job Managing Director and Counsel at John Hancock Financial Services
Industry Law Practice
Experience
John Hancock Financial Services September 2015 - Present
Pillsbury Winthrop Shaw Pittman April 2012 - August 2015
Dewey & LeBoeuf LLP January 2010 - April 2012
Education
Colgate University
BA, Political Science
Suffield High School
The University of Connecticut School of Law
JD
John Hancock Financial Services September 2015 - Present
Pillsbury Winthrop Shaw Pittman April 2012 - August 2015
Dewey & LeBoeuf LLP January 2010 - April 2012
Education
Colgate University
BA, Political Science
Suffield High School
The University of Connecticut School of Law
JD
Kristina Phillips's John Hancock Financial Services Experience November 2012 - Present
Job Senior Paralegal at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2012 - Present
John Hancock Financial Services October 2011 - November 2012
Binnacle Services September 2008 - October 2011
Dinse, Knapp & McAndrew May 2006 - August 2008
ABX Title Company August 2003 - August 2004
Skills
PowerPoint, Employee Relations, Estate Planning, Legal Research, Legal Writing, Litigation, Corporate Law, Immigration Law, Social Media, Auditing, Event Planning
Education
Champlain College 1997 — 2001
BS, Business Administration
John Hancock Financial Services November 2012 - Present
John Hancock Financial Services October 2011 - November 2012
Binnacle Services September 2008 - October 2011
Dinse, Knapp & McAndrew May 2006 - August 2008
ABX Title Company August 2003 - August 2004
Skills
PowerPoint, Employee Relations, Estate Planning, Legal Research, Legal Writing, Litigation, Corporate Law, Immigration Law, Social Media, Auditing, Event Planning
Education
Champlain College 1997 — 2001
BS, Business Administration
Kevin Smithwick, MBA's John Hancock Financial Services Experience 2011 - Present
Job Co Founder at Foresight Wealth Solutions, LLC member of John Hancock Financial Network
Industry Financial Services
Experience
Foresight Wealth Solutions, LLC December 2014 - Present
John Hancock Financial Services 2011 - Present
US Army October 2002 - April 2011
Skills
Securities, Insurance, Investments, Financial Management, Investment Adviser, FINRA, Series 6, Series 63, Series 65, Business, Financial Services, Public Relations, Strategic Planning, Business Strategy, Leadership, Strategy
Education
Webster University 2007 — 2010
Masters of Business Administration, Finance, General
Columbia College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Foresight Wealth Solutions, LLC December 2014 - Present
John Hancock Financial Services 2011 - Present
US Army October 2002 - April 2011
Skills
Securities, Insurance, Investments, Financial Management, Investment Adviser, FINRA, Series 6, Series 63, Series 65, Business, Financial Services, Public Relations, Strategic Planning, Business Strategy, Leadership, Strategy
Education
Webster University 2007 — 2010
Masters of Business Administration, Finance, General
Columbia College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Robert J. Martin III Robert J. Martin III's John Hancock Financial Services Experience November 1994 - April 1997
Job Clinical Business Manager at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Amy Koch Amy Koch's John Hancock Financial Services Experience November 2009 - April 2014
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities April 2014 - Present
John Hancock Financial Services November 2009 - April 2014
Acuff & Associates, Inc. January 2008 - December 2009
First Mercantile August 2003 - January 2008
Equipment Support Services, Inc. May 1999 - August 2001
Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Qualified Retirement..., 401k, Investments, Asset Allocation, Series 7, Series 63, Series 6, Health and life..., Employee Benefits, Mutual Funds, Pensions, FINRA, Defined Benefit, Variable Annuities, Series 65
Education
Christian Brothers University 1993 — 1998
BS Business Adminstration, Concentration Management and Economics
St. Agnes Academy, Memphis, TN 1989 — 1993
Wunderlich Securities April 2014 - Present
John Hancock Financial Services November 2009 - April 2014
Acuff & Associates, Inc. January 2008 - December 2009
First Mercantile August 2003 - January 2008
Equipment Support Services, Inc. May 1999 - August 2001
Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Qualified Retirement..., 401k, Investments, Asset Allocation, Series 7, Series 63, Series 6, Health and life..., Employee Benefits, Mutual Funds, Pensions, FINRA, Defined Benefit, Variable Annuities, Series 65
Education
Christian Brothers University 1993 — 1998
BS Business Adminstration, Concentration Management and Economics
St. Agnes Academy, Memphis, TN 1989 — 1993
John Roy's John Hancock Financial Services Experience May 2011 - December 2013
Job CIO Advisory Services at KPMG
Industry Management Consulting
Experience
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
KPMG January 2014 - Present
John Hancock Financial Services May 2011 - December 2013
John Hancock Funds May 2008 - May 2011
Fidelity Investments October 2006 - April 2008
CGI - AMS March 2005 - October 2006
John Hancock May 1997 - February 2005
Verndale 1997 - 1999
Chubb Insurance 1995 - 1997
Skills
Software Project..., CMM, Budget Analysis, Vendor Management, Business Process..., IT Outsourcing, Offshore Management, Project Portfolio..., ITIL, SDLC, Software Quality..., IT Service Management, Program Management, Financial Markets, Securities Lending, Collateral Management, Data Warehousing, Business Intelligence, Insurance, Agile Methodologies, Scrum, Enterprise Risk..., PMP, IT Strategy, Big Data, Enterprise Mobility, Quality Assurance, Leadership, Project Planning, Strategy, Project Management, Outsourcing, Analysis, Governance, Requirements Gathering, Team Management, Business Analysis, CMMI, Business Requirements, PMO, Budgets
Education
College of the Holy Cross 1991 — 1995
BA, Political Science
Trinity High School
University of New Hampshire
Political Science
Cate Ciccarelli's John Hancock Financial Services Experience August 2014 - March 2015
Job
Industry Financial Services
Experience
Constant Contact March 2015 - Present
John Hancock Financial Services August 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - March 2015
John Hancock Financial Services May 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2007 - May 2011
Fein Such Kahn & Shepard May 2004 - April 2007
Liccardi Motors June 2000 - March 2006
Skills
Insurance, Management, Litigation, Negotiation, Software Documentation, Project Management, Analysis, Contract Management, Budgets, Corporate Law, Legal Writing, Sales, Real Estate, Training, Risk Management, Business Analysis, Vendor Management, Process Improvement, Policy, Strategy, CRM, Document Drafting, Access, Contingent Workforce, Presentation Development
Education
Centenary College 2004 — 2006
MBA
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA
Constant Contact March 2015 - Present
John Hancock Financial Services August 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - March 2015
John Hancock Financial Services May 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2007 - May 2011
Fein Such Kahn & Shepard May 2004 - April 2007
Liccardi Motors June 2000 - March 2006
Skills
Insurance, Management, Litigation, Negotiation, Software Documentation, Project Management, Analysis, Contract Management, Budgets, Corporate Law, Legal Writing, Sales, Real Estate, Training, Risk Management, Business Analysis, Vendor Management, Process Improvement, Policy, Strategy, CRM, Document Drafting, Access, Contingent Workforce, Presentation Development
Education
Centenary College 2004 — 2006
MBA
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA
Nicole France Waldert's John Hancock Financial Services Experience 1998 - 2003
Job Corporate Counsel, Manager at Iron Mountain
Industry Legal Services
Experience
Iron Mountain Information Management LLC August 2010 - Present
Aviva Life and Annuity Company 2004 - 2009
Governo Law Firm LLC 2003 - 2004
John Hancock Financial Services 1998 - 2003
Skills
Management, Contract Negotiation, Collaborative Problem..., Legal Advice, Risk Analysis, Leadership, Cross-functional Team..., Legal Writing, Risk Management, Contract Law, Vendor Contracts, Vendor Negotiation, Litigation, Vendor Relationship..., Legal Liability, Data Security, Business Process..., Training, Advertising, Business Strategy, Life Insurance, Structured Settlements, 403 b, HIPAA
Education
Western New England University School of Law (Springfield, MA) 1994 — 1997
JD
College of the Holy Cross (Worcester, MA) 1990 — 1994
BA, English
The Lawrence Academy (Groton, MA) 1986 — 1990
H.S. Diploma
Iron Mountain Information Management LLC August 2010 - Present
Aviva Life and Annuity Company 2004 - 2009
Governo Law Firm LLC 2003 - 2004
John Hancock Financial Services 1998 - 2003
Skills
Management, Contract Negotiation, Collaborative Problem..., Legal Advice, Risk Analysis, Leadership, Cross-functional Team..., Legal Writing, Risk Management, Contract Law, Vendor Contracts, Vendor Negotiation, Litigation, Vendor Relationship..., Legal Liability, Data Security, Business Process..., Training, Advertising, Business Strategy, Life Insurance, Structured Settlements, 403 b, HIPAA
Education
Western New England University School of Law (Springfield, MA) 1994 — 1997
JD
College of the Holy Cross (Worcester, MA) 1990 — 1994
BA, English
The Lawrence Academy (Groton, MA) 1986 — 1990
H.S. Diploma
Wilda Perez's John Hancock Financial Services Experience December 2012 - September 2013
Job Freelance Interpreter
Industry International Affairs
Experience
Freelance Interpreter May 2015 - Present
John Hancock Financial Services December 2012 - September 2013
The National Afro-Colombian Movement CIMARRON October 2009 - October 2010
The Rural Development Centre May 2008 - August 2008
Beaver Creek Park Hyatt Resort & Spa March 2007 - April 2008
Deloitte Consulting, LLP August 2004 - March 2006
Skills
Spanish, Research, Non-profits, Fundraising, Public Speaking, Program Development, Social Media, Event Planning, Microsoft Office, Strategic Planning, Community Outreach, Program Management, Training, Leadership, Data Analysis, Nonprofits
Education
Found in Translation 2015 — 2015
Medical Interpreter Certificate
Harvard Kennedy School of Government 2012 — 2012
Carr Center for Human Rights Policy, Human Rights in Education Program
Pontificia Universidad Javeriana 2010 — 2010
Facultad de Ciencias Sociales, Cultural Studies, Study Abroad Masters Program
Columbia University in the City of New York 2000 — 2004
BA, Economics-Political Science and French
Freelance Interpreter May 2015 - Present
John Hancock Financial Services December 2012 - September 2013
The National Afro-Colombian Movement CIMARRON October 2009 - October 2010
The Rural Development Centre May 2008 - August 2008
Beaver Creek Park Hyatt Resort & Spa March 2007 - April 2008
Deloitte Consulting, LLP August 2004 - March 2006
Skills
Spanish, Research, Non-profits, Fundraising, Public Speaking, Program Development, Social Media, Event Planning, Microsoft Office, Strategic Planning, Community Outreach, Program Management, Training, Leadership, Data Analysis, Nonprofits
Education
Found in Translation 2015 — 2015
Medical Interpreter Certificate
Harvard Kennedy School of Government 2012 — 2012
Carr Center for Human Rights Policy, Human Rights in Education Program
Pontificia Universidad Javeriana 2010 — 2010
Facultad de Ciencias Sociales, Cultural Studies, Study Abroad Masters Program
Columbia University in the City of New York 2000 — 2004
BA, Economics-Political Science and French
Chris Chaves's John Hancock Financial Services Experience March 2014 - July 2015
Job Senior Director of Communications and Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
John Hancock Financial Services March 2014 - July 2015
Independent Consultant January 2010 - March 2014
Fidelity Investments February 2006 - June 2012
Fidelity Investments June 2006 - February 2007
Fidelity Investments July 2004 - June 2006
Fidelity Investments April 2003 - June 2004
Fidelity Investments February 2001 - April 2003
Fidelity Investments March 2000 - February 2001
Skills
Coaching, Leadership Development, Customer Service, Team Building, Public Speaking, Process Improvement, Strategic Planning, Wellness, Personal Development, Leadership, Small Business, Entrepreneurship, Executive Coaching, Project Management, Business Analysis, Team Leadership, Training, Marketing Communications, Market Analysis, Marketing Strategy, Job Coaching, Social Media, Business Strategy, Coaching Staff, New Business Development, Business Coaching, Organizational...
Education
Clark University 2000 — 2004
MBA, Business Administration and Management, General
Institute for Professional Excellence in Coaching 2011 — 2012
Certified Professional Coach, Goal Setting and Achievement
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Business Administration, Marketing
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts, Psychology
Robbins Madanes Strategic Interventionist 2012 — 2012
Certified Strategic Interventionist, Coaching
Fidelity Investments July 2015 - Present
John Hancock Financial Services March 2014 - July 2015
Independent Consultant January 2010 - March 2014
Fidelity Investments February 2006 - June 2012
Fidelity Investments June 2006 - February 2007
Fidelity Investments July 2004 - June 2006
Fidelity Investments April 2003 - June 2004
Fidelity Investments February 2001 - April 2003
Fidelity Investments March 2000 - February 2001
Skills
Coaching, Leadership Development, Customer Service, Team Building, Public Speaking, Process Improvement, Strategic Planning, Wellness, Personal Development, Leadership, Small Business, Entrepreneurship, Executive Coaching, Project Management, Business Analysis, Team Leadership, Training, Marketing Communications, Market Analysis, Marketing Strategy, Job Coaching, Social Media, Business Strategy, Coaching Staff, New Business Development, Business Coaching, Organizational...
Education
Clark University 2000 — 2004
MBA, Business Administration and Management, General
Institute for Professional Excellence in Coaching 2011 — 2012
Certified Professional Coach, Goal Setting and Achievement
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Business Administration, Marketing
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts, Psychology
Robbins Madanes Strategic Interventionist 2012 — 2012
Certified Strategic Interventionist, Coaching
Robert J. Anderson Jr. MBA, CRPC's John Hancock Financial Services Experience May 2005 - October 2008
Job District Manager at ADP
Industry Human Resources
Experience
ADP July 2015 - Present
Oracle March 2013 - July 2015
Oracle October 2010 - March 2013
Wolters Kluwer Financial Services October 2008 - February 2010
John Hancock Financial Services May 2005 - October 2008
John Hancock August 2000 - March 2005
Skills
Sales, Salesforce.com, Insurance, Customer Service, Management, Research, Six Sigma, Sales Presentations, Account Management, Marketing, Relationship Management, New Business Development, Product Marketing, Sales Management, Business Development, Sales Operations, SaaS, Product Management, Selling, B2B, Leadership
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Consultant
Regis University 2002 — 2004
MBA, Management
Fairfield University 1996 — 2000
B.S., Marketing
Saint John's Prep, Danvers 1992 — 1996
ADP July 2015 - Present
Oracle March 2013 - July 2015
Oracle October 2010 - March 2013
Wolters Kluwer Financial Services October 2008 - February 2010
John Hancock Financial Services May 2005 - October 2008
John Hancock August 2000 - March 2005
Skills
Sales, Salesforce.com, Insurance, Customer Service, Management, Research, Six Sigma, Sales Presentations, Account Management, Marketing, Relationship Management, New Business Development, Product Marketing, Sales Management, Business Development, Sales Operations, SaaS, Product Management, Selling, B2B, Leadership
Education
College for Financial Planning 2007 — 2008
CRPC, Chartered Retirment Planning Consultant
Regis University 2002 — 2004
MBA, Management
Fairfield University 1996 — 2000
B.S., Marketing
Saint John's Prep, Danvers 1992 — 1996
Patrick R. Gallagher, J.D., MBA's John Hancock Financial Services Experience September 1997 - January 1998
Job Bankruptcy Attorney, Municipal Finance, Commercial Transactions, Land Use, Dissolution, and Business Valuation
Industry Law Practice
Experience
Office of the Nassau County Attorney January 2011 - Present
New York State Senate 2009 - 2011
Deloitte & Touche, LLP 2007 - 2009
Merrill Lynch 2006 - 2007
Ryan & Henderson, PC 2002 - 2006
New York State Unified Court System May 2001 - September 2001
United States District Court for the Southern District of New York September 2000 - March 2001
New York State Supreme Court, County of Nassau May 2000 - October 2000
Kopff, Nardelli, & Dopf LLP 1998 - 1999
John Hancock Financial Services September 1997 - January 1998
Skills
Corporate Finance, Litigation, Legal Writing, Corporate Law, Financial Analysis, Risk Management, Civil Litigation, Commercial Litigation, Analysis, Arbitration, Chapter 11 Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Land Use, Commercial Transactions, Municipal Law, Courts, Appeals, Bankruptcy, Securities, Finance, Legal Research, Insurance
Education
Hofstra University - Frank G. Zarb Graduate School of Business 2005 — 2007
MBA, Finance
City University of New York School of Law at Queens College 1999 — 2002
JD, Law
Fordham University 1993 — 1997
BA
Chaminade High School 1989 — 1993
Office of the Nassau County Attorney January 2011 - Present
New York State Senate 2009 - 2011
Deloitte & Touche, LLP 2007 - 2009
Merrill Lynch 2006 - 2007
Ryan & Henderson, PC 2002 - 2006
New York State Unified Court System May 2001 - September 2001
United States District Court for the Southern District of New York September 2000 - March 2001
New York State Supreme Court, County of Nassau May 2000 - October 2000
Kopff, Nardelli, & Dopf LLP 1998 - 1999
John Hancock Financial Services September 1997 - January 1998
Skills
Corporate Finance, Litigation, Legal Writing, Corporate Law, Financial Analysis, Risk Management, Civil Litigation, Commercial Litigation, Analysis, Arbitration, Chapter 11 Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Land Use, Commercial Transactions, Municipal Law, Courts, Appeals, Bankruptcy, Securities, Finance, Legal Research, Insurance
Education
Hofstra University - Frank G. Zarb Graduate School of Business 2005 — 2007
MBA, Finance
City University of New York School of Law at Queens College 1999 — 2002
JD, Law
Fordham University 1993 — 1997
BA
Chaminade High School 1989 — 1993
Silviya Simeonova's John Hancock Financial Services Experience August 2011 - March 2014
Job Actuarial Product Development at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts March 2014 - Present
John Hancock Financial Services August 2011 - March 2014
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2011
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Northeastern University
BS, Economics
SBLI of Massachusetts March 2014 - Present
John Hancock Financial Services August 2011 - March 2014
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2011
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Northeastern University
BS, Economics
James Winer's John Hancock Financial Services Experience July 2013 - Present
Job Consulting Actuary at New York Life Insurance Company
Industry Management Consulting
Experience
John Hancock Financial Services July 2013 - Present
Mercer October 1989 - August 2012
Foster Higgins November 1986 - October 1989
The Travelers June 1974 - November 1986
Skills
Cost Accounting...
Education
Clark University 1971 — 1974
Bachelor of Science, Mathematics
John Hancock Financial Services July 2013 - Present
Mercer October 1989 - August 2012
Foster Higgins November 1986 - October 1989
The Travelers June 1974 - November 1986
Skills
Cost Accounting...
Education
Clark University 1971 — 1974
Bachelor of Science, Mathematics
Andrew Morse's John Hancock Financial Services Experience September 2013 - March 2014
Job CPA at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group June 2014 - Present
Delaware Life Insurance March 2014 - June 2014
John Hancock Financial Services September 2013 - March 2014
BELL (Building Educated Leaders for Life) November 2007 - September 2013
PricewaterhouseCoopers 2002 - 2007
Skills
Analysis, Finance, Budgets, General Ledger, Variance Analysis, Financial Analysis, Strategic Planning, Financial Modeling, QuickBooks, Microsoft Excel, Sarbanes-Oxley, Consolidation, GAAP, Account Reconciliation, Fund Accounting, SEC filings, Business Analysis, Internal Audit, Process Improvement, Managerial Finance, Payroll, Insurance, Not for Profit
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MBA, Accounting and Finance
Colby College 1993 — 1997
BA, History, German
Global Atlantic Financial Group June 2014 - Present
Delaware Life Insurance March 2014 - June 2014
John Hancock Financial Services September 2013 - March 2014
BELL (Building Educated Leaders for Life) November 2007 - September 2013
PricewaterhouseCoopers 2002 - 2007
Skills
Analysis, Finance, Budgets, General Ledger, Variance Analysis, Financial Analysis, Strategic Planning, Financial Modeling, QuickBooks, Microsoft Excel, Sarbanes-Oxley, Consolidation, GAAP, Account Reconciliation, Fund Accounting, SEC filings, Business Analysis, Internal Audit, Process Improvement, Managerial Finance, Payroll, Insurance, Not for Profit
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MBA, Accounting and Finance
Colby College 1993 — 1997
BA, History, German
Richard Blake's John Hancock Financial Services Experience June 1985 - March 1987
Job Sr Principal Financial Services at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting August 2014 - Present
Fidelity Investments July 2005 - September 2013
Fidelity Investments September 2000 - September 2013
Fidelity Investments March 1996 - September 2000
Fidelity Investments February 1993 - March 1996
Fidelity Investments March 1987 - February 1993
John Hancock Financial Services June 1985 - March 1987
New Hampshire Insurance Group (part of AIG) February 1982 - June 1985
Skills
Software Development, Mutual Funds, Series 7, SDLC, Requirements Analysis, Systems Analysis, Business Analysis, Change Management, Securities, Risk Management, Vendor Management, Relationship Management, Requirements Gathering, Financial Services, Fixed Income, Leadership, Project Management
Education
College of the Holy Cross 1971 — 1975
BA, History
Collaborative Consulting August 2014 - Present
Fidelity Investments July 2005 - September 2013
Fidelity Investments September 2000 - September 2013
Fidelity Investments March 1996 - September 2000
Fidelity Investments February 1993 - March 1996
Fidelity Investments March 1987 - February 1993
John Hancock Financial Services June 1985 - March 1987
New Hampshire Insurance Group (part of AIG) February 1982 - June 1985
Skills
Software Development, Mutual Funds, Series 7, SDLC, Requirements Analysis, Systems Analysis, Business Analysis, Change Management, Securities, Risk Management, Vendor Management, Relationship Management, Requirements Gathering, Financial Services, Fixed Income, Leadership, Project Management
Education
College of the Holy Cross 1971 — 1975
BA, History
Sean Sule's John Hancock Financial Services Experience IT Project ManagerJohn HancockMay 2000 - Present
Job IT Project Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services IT Project ManagerJohn HancockMay 2000 - Present
John Hancock Funds June 1998 - May 2000
John Hancock Funds October 1995 - June 1998
The Shareholder Services Group June 1994 - October 1995
First Data Corporation 1992 - 1995
The Shareholder Services Group May 1991 - June 1993
Skills
Project Portfolio..., Vendor Management, Business Analysis, Visio, Project Planning, Decision Support, SharePoint, Lotus Notes, SDLC, PMO, Quality Center, Project Plans, MS Project, Requirements Gathering, Team Building, Process Improvement, Software Implementation, Risk Mitigation, Business Requirements, Risk Management, Customer Relations, Systems Analysis, Software Project..., Resource Management, Business Relationship..., SQL, Requirements Analysis, Iterative, Project Implementation, Resource Allocation, CMM, Mainframe, Data Warehousing, Project Management, PMP, Management, Cross-functional Team..., Analysis, User Acceptance Testing, Information Technology, Leadership, Business Process..., IT Strategy, Software Documentation
Education
Adirondack Community College
Accounting
Castleton State College
Accounting
John Hancock Financial Services IT Project ManagerJohn HancockMay 2000 - Present
John Hancock Funds June 1998 - May 2000
John Hancock Funds October 1995 - June 1998
The Shareholder Services Group June 1994 - October 1995
First Data Corporation 1992 - 1995
The Shareholder Services Group May 1991 - June 1993
Skills
Project Portfolio..., Vendor Management, Business Analysis, Visio, Project Planning, Decision Support, SharePoint, Lotus Notes, SDLC, PMO, Quality Center, Project Plans, MS Project, Requirements Gathering, Team Building, Process Improvement, Software Implementation, Risk Mitigation, Business Requirements, Risk Management, Customer Relations, Systems Analysis, Software Project..., Resource Management, Business Relationship..., SQL, Requirements Analysis, Iterative, Project Implementation, Resource Allocation, CMM, Mainframe, Data Warehousing, Project Management, PMP, Management, Cross-functional Team..., Analysis, User Acceptance Testing, Information Technology, Leadership, Business Process..., IT Strategy, Software Documentation
Education
Adirondack Community College
Accounting
Castleton State College
Accounting
Greg Melton's John Hancock Financial Services Experience June 2011 - April 2013
Job Director Product Marketing at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts January 2014 - Present
- April 2013 - December 2013
John Hancock Financial Services June 2011 - April 2013
John Hancock Financial Services May 2006 - June 2011
John Hancock Financial Services September 2001 - May 2006
PwC August 2000 - August 2001
Collaborative Strategies Inc. (formally TBOi Consulting, Inc.) September 1999 - July 2000
TBOi Consulting, Inc. May 1997 - September 1999
AXA January 1993 - May 1997
Lloyds Banking Group July 1987 - January 1993
Skills
Retirement Planning, Series 7, Financial Services, Investments, Mutual Funds, Fixed Annuities, Insurance, Business Planning, Strategy, CRM, Life Insurance, Competitive Analysis, Retirement, Relationship Management, Sales, Product Management, Business Development, Marketing, Product Marketing, Series 63, Marketing Strategy, Leadership, Direct Marketing, Start-ups, Market Research, 401k, Sales Operations, Finance, Marketing Communications, Marketing Management, Program Management, Project Management, Analysis, Management, Strategic Planning, Integrated Marketing, Consulting
Education
Chartered Institute of Marketing 1988 — 1989
CIM Diploma (highest professional marketing award), Marketing
Market Research Society
MRS Diploma, Marketing Research
Middlesex University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General, (Honors)
SBLI of Massachusetts January 2014 - Present
- April 2013 - December 2013
John Hancock Financial Services June 2011 - April 2013
John Hancock Financial Services May 2006 - June 2011
John Hancock Financial Services September 2001 - May 2006
PwC August 2000 - August 2001
Collaborative Strategies Inc. (formally TBOi Consulting, Inc.) September 1999 - July 2000
TBOi Consulting, Inc. May 1997 - September 1999
AXA January 1993 - May 1997
Lloyds Banking Group July 1987 - January 1993
Skills
Retirement Planning, Series 7, Financial Services, Investments, Mutual Funds, Fixed Annuities, Insurance, Business Planning, Strategy, CRM, Life Insurance, Competitive Analysis, Retirement, Relationship Management, Sales, Product Management, Business Development, Marketing, Product Marketing, Series 63, Marketing Strategy, Leadership, Direct Marketing, Start-ups, Market Research, 401k, Sales Operations, Finance, Marketing Communications, Marketing Management, Program Management, Project Management, Analysis, Management, Strategic Planning, Integrated Marketing, Consulting
Education
Chartered Institute of Marketing 1988 — 1989
CIM Diploma (highest professional marketing award), Marketing
Market Research Society
MRS Diploma, Marketing Research
Middlesex University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General, (Honors)
Brigitte Farrell's John Hancock Financial Services Experience 1985 - 1993
Job Nonprofit Professional, Grant Writer and Researcher, Fitness Trainer at YMCA
Industry Health, Wellness and Fitness
Experience
YMCA of Frederick County March 2015 - Present
YMCA of Frederick County October 2012 - Present
In Balance Fitness July 2012 - Present
YMCA of Frederick County March 2012 - Present
Heartly House January 2014 - May 2014
Frederick County Humane Society March 2004 - December 2011
Frederick Magazine 2001 - 2005
Hood College 2001 - 2001
Capital Blue Cross 1995 - 1997
John Hancock Financial Services 1985 - 1993
Skills
Non-profits, Nonprofits, Public Relations, Public Speaking, Event Planning, Leadership, Media Relations, Marketing Communications, Strategic Planning, Fundraising, Program Management, Grant Writing, Management, Social Networking, Budgets, Advertising, Business Development, Corporate Communications, Project Planning, Program Development, Volunteer Management, Team Building, New Business Development, Event Management, Coaching, Facebook, Training, SWOT analysis, Constant Contact, Social Media, Editing, Community Outreach
Education
Colby College 1977 — 1981
BA, English, Economics
Manchester College, Oxford 1979 — 1980
BA, English
Westhill High School 1973 — 1977
YMCA of Frederick County March 2015 - Present
YMCA of Frederick County October 2012 - Present
In Balance Fitness July 2012 - Present
YMCA of Frederick County March 2012 - Present
Heartly House January 2014 - May 2014
Frederick County Humane Society March 2004 - December 2011
Frederick Magazine 2001 - 2005
Hood College 2001 - 2001
Capital Blue Cross 1995 - 1997
John Hancock Financial Services 1985 - 1993
Skills
Non-profits, Nonprofits, Public Relations, Public Speaking, Event Planning, Leadership, Media Relations, Marketing Communications, Strategic Planning, Fundraising, Program Management, Grant Writing, Management, Social Networking, Budgets, Advertising, Business Development, Corporate Communications, Project Planning, Program Development, Volunteer Management, Team Building, New Business Development, Event Management, Coaching, Facebook, Training, SWOT analysis, Constant Contact, Social Media, Editing, Community Outreach
Education
Colby College 1977 — 1981
BA, English, Economics
Manchester College, Oxford 1979 — 1980
BA, English
Westhill High School 1973 — 1977
Laura Callison DeLuca's John Hancock Financial Services Experience July 2007 - September 2010
Job Benefit Advisor at J. Smith Lanier & Co.
Industry Financial Services
Experience
J. Smith Lanier & Co. October 2011 - October 2012
Lincoln Financial Group September 2010 - October 2011
John Hancock Financial Services July 2007 - September 2010
John Hancock Financial Services December 2006 - July 2007
John Hancock Financial Services October 2004 - December 2006
Education
Clemson University 2000 — 2004
B.A., French, International Trade, Marketing
Universite Catholique de L'Ouest 2003 — 2003
French
J. Smith Lanier & Co. October 2011 - October 2012
Lincoln Financial Group September 2010 - October 2011
John Hancock Financial Services July 2007 - September 2010
John Hancock Financial Services December 2006 - July 2007
John Hancock Financial Services October 2004 - December 2006
Education
Clemson University 2000 — 2004
B.A., French, International Trade, Marketing
Universite Catholique de L'Ouest 2003 — 2003
French
Harry Lazos's John Hancock Financial Services Experience 1984 - 1988
Job VP Underwriting And Client System Configuration at DentaQuest
Industry Insurance
Experience
DentaQuest 2007 - June 2015
Delta Dental of Massachuesetts 1997 - 2007
Blue Cross Blue Shield of Massachusetts 1993 - 1997
John Hancock Financial Services 1984 - 1988
Skills
Underwriting, Health Insurance, Healthcare, Employee Benefits, Process Improvement, Analysis, Claim, Team Building, Operations Management, Pricing, Problem Solving, Claims, Account Management, Dental, Dentistry, Change Management, Medicare, Disability Insurance, Insurance, Strategic Planning, Risk Management, Brokers
Education
Columbia University in the City of New York 1970 — 1974
BA, Economics
The University of Chicago Booth School of Business
Villanova University
DentaQuest 2007 - June 2015
Delta Dental of Massachuesetts 1997 - 2007
Blue Cross Blue Shield of Massachusetts 1993 - 1997
John Hancock Financial Services 1984 - 1988
Skills
Underwriting, Health Insurance, Healthcare, Employee Benefits, Process Improvement, Analysis, Claim, Team Building, Operations Management, Pricing, Problem Solving, Claims, Account Management, Dental, Dentistry, Change Management, Medicare, Disability Insurance, Insurance, Strategic Planning, Risk Management, Brokers
Education
Columbia University in the City of New York 1970 — 1974
BA, Economics
The University of Chicago Booth School of Business
Villanova University
Robert Havdala's John Hancock Financial Services Experience January 2008 - May 2008
Job Graduate Fellow at Education Pioneers
Industry Primary/Secondary Education
Experience
Harvard Kennedy School of Government August 2014 - Present
Education Pioneers June 2015 - August 2015
Boston Arts Academy May 2015 - June 2015
Democracy Prep Public Schools August 2013 - July 2014
NYC Department of Education September 2010 - August 2013
Teach For America November 2009 - August 2012
Russell Reynolds Associates June 2009 - August 2009
John Hancock Financial Services January 2008 - May 2008
Skills
Tutoring, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, Teacher Training, Teaching, Educational Technology, Special Education, Staff Development, Classroom Management, Lesson Planning, Literacy, Technology Integration, Differentiated..., Elementary Education, K-12
Education
Harvard University, John F. Kennedy School of Government
Master's Degree, Public Policy
Hunter College 2010 — 2012
Master of Science (MS), Special Education and Teaching
Tufts University 2006 — 2010
BA, Quantitative Economics, Psychology
UCL 2008 — 2009
Affiliate, Psychology, Economics
Harvard Kennedy School of Government August 2014 - Present
Education Pioneers June 2015 - August 2015
Boston Arts Academy May 2015 - June 2015
Democracy Prep Public Schools August 2013 - July 2014
NYC Department of Education September 2010 - August 2013
Teach For America November 2009 - August 2012
Russell Reynolds Associates June 2009 - August 2009
John Hancock Financial Services January 2008 - May 2008
Skills
Tutoring, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, Teacher Training, Teaching, Educational Technology, Special Education, Staff Development, Classroom Management, Lesson Planning, Literacy, Technology Integration, Differentiated..., Elementary Education, K-12
Education
Harvard University, John F. Kennedy School of Government
Master's Degree, Public Policy
Hunter College 2010 — 2012
Master of Science (MS), Special Education and Teaching
Tufts University 2006 — 2010
BA, Quantitative Economics, Psychology
UCL 2008 — 2009
Affiliate, Psychology, Economics
Connie L Smith's John Hancock Financial Services Experience 1992 - 1993
Job Tax Analyist at SafetyKleen Systems
Industry Telecommunications
Experience
Safety-Kleen Systems 2013 - Present
Safety-Kleen Systems Inc. 2011 - 2013
Reddy Ice, inc. September 2009 - May 2011
Nortel Networks September 1996 - July 2009
UniSite, Inc. 1995 - 1996
MCI 1993 - 1995
John Hancock Financial Services 1992 - 1993
A.S.A.P.Processing 1982 - 1990
Rockwell International 1979 - 1982
Skills
Outlook, Management, Project Management, SAP, Software Documentation, Vendor Management, Employee Relations, Process Improvement, Human Resources, Program Management
Education
Collin County Community College
na, business, basic studies, continuing education classes
Richland Community College
no, Real Estate and business
Wades Business and Fashion
Associates of Applied Arts, Business
Safety-Kleen Systems 2013 - Present
Safety-Kleen Systems Inc. 2011 - 2013
Reddy Ice, inc. September 2009 - May 2011
Nortel Networks September 1996 - July 2009
UniSite, Inc. 1995 - 1996
MCI 1993 - 1995
John Hancock Financial Services 1992 - 1993
A.S.A.P.Processing 1982 - 1990
Rockwell International 1979 - 1982
Skills
Outlook, Management, Project Management, SAP, Software Documentation, Vendor Management, Employee Relations, Process Improvement, Human Resources, Program Management
Education
Collin County Community College
na, business, basic studies, continuing education classes
Richland Community College
no, Real Estate and business
Wades Business and Fashion
Associates of Applied Arts, Business
John Lepore's John Hancock Financial Services Experience March 1984 - May 1989
Job Allstate Agent/Financial Professional
Industry Insurance
Experience
Allstate May 1989 - Present
John Hancock Financial Services March 1984 - May 1989
Herzfeld and Stern January 1982 - March 1984
Bowery Savings Bank June 1977 - January 1982
Skills
Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Umbrella Insurance, Commercial Insurance, Long-term Care, Homeowners, Universal Life, General Insurance, Health Insurance, Whole Life, Casualty, Employee Benefits, Strategic Planning, Coaching, Sales Management
Education
Nazareth High School 1970 — 1974
City University of New York-Brooklyn College
BS, History/Political Science
Allstate May 1989 - Present
John Hancock Financial Services March 1984 - May 1989
Herzfeld and Stern January 1982 - March 1984
Bowery Savings Bank June 1977 - January 1982
Skills
Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Umbrella Insurance, Commercial Insurance, Long-term Care, Homeowners, Universal Life, General Insurance, Health Insurance, Whole Life, Casualty, Employee Benefits, Strategic Planning, Coaching, Sales Management
Education
Nazareth High School 1970 — 1974
City University of New York-Brooklyn College
BS, History/Political Science
Sara Shalev's John Hancock Financial Services Experience 2009 - February 2011
Job Nurse Care Coordinator at Long Term Solutions
Industry Hospital & Health Care
Experience
Long Term Solutions March 2011 - Present
John Hancock Financial Services 2009 - February 2011
HS Investements 1993 - 2004
Education
College of Southern Nevada 2007 — 2009
Associate Degree, Nursing
kugel
Long Term Solutions March 2011 - Present
John Hancock Financial Services 2009 - February 2011
HS Investements 1993 - 2004
Education
College of Southern Nevada 2007 — 2009
Associate Degree, Nursing
kugel
Benjamin Forssell, CFA's John Hancock Financial Services Experience October 2005 - January 2010
Job Managing Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Brittany Beliveau's John Hancock Financial Services Experience May 2007 - August 2010
Job Senior Communications Specialist at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts March 2015 - Present
Southern Graphic Systems May 2014 - March 2015
Blue Cross Blue Shield of Massachusetts August 2010 - May 2014
John Hancock Financial Services May 2007 - August 2010
Skills
Editing, Copywriting, Mac, Management, Marketing, InDesign, Newsletters, Microsoft Office, Email Marketing, Training
Education
College of the Holy Cross 2001 — 2005
Lasalle Academy 1997 — 2001
Blue Cross Blue Shield of Massachusetts March 2015 - Present
Southern Graphic Systems May 2014 - March 2015
Blue Cross Blue Shield of Massachusetts August 2010 - May 2014
John Hancock Financial Services May 2007 - August 2010
Skills
Editing, Copywriting, Mac, Management, Marketing, InDesign, Newsletters, Microsoft Office, Email Marketing, Training
Education
College of the Holy Cross 2001 — 2005
Lasalle Academy 1997 — 2001
Suzi Pulliam's John Hancock Financial Services Experience 1993 - 1995
Job Vice President Pulliam Enterprises
Industry Construction
Experience
Pulliam Enterprises January 1991 - Present
Lime Energy August 2013 - March 2014
Graham Construction Co., Inc. September 2004 - August 2013
Kannapolis City Schools August 2000 - June 2004
ACC Communications July 1998 - May 2000
Premier, Inc June 1994 - July 1998
John Hancock Financial Services 1993 - 1995
Skills
Process Scheduler, Budgets, Construction Management, Customer Service, Contract Negotiation, Sales Management, Contract Management, Sales, Contractors, Residential Homes, Project Planning, Renovation, Team Building, Negotiation, Construction, Management, New Business Development, Human Resources, Project Management, Training, Cross-functional Team..., Strategic Planning, Leadership, Microsoft Office, Process Improvement, Marketing, Administration, Problem Solving, Microsoft Excel, Operations Management, Purchasing, Microsoft Word, Proposal Writing, Public Speaking, Marketing Strategy, Event Planning, Program Management, Coaching, Time Management, Event Management, Public Relations, PowerPoint, Account Management, Analysis, Community Outreach
Education
Catawba College 2001 — 2004
Bachelors of Business Administration, Business, Management, Marketing, and Related Support Services, 3.95
Cocoa Beach High School
Pulliam Enterprises January 1991 - Present
Lime Energy August 2013 - March 2014
Graham Construction Co., Inc. September 2004 - August 2013
Kannapolis City Schools August 2000 - June 2004
ACC Communications July 1998 - May 2000
Premier, Inc June 1994 - July 1998
John Hancock Financial Services 1993 - 1995
Skills
Process Scheduler, Budgets, Construction Management, Customer Service, Contract Negotiation, Sales Management, Contract Management, Sales, Contractors, Residential Homes, Project Planning, Renovation, Team Building, Negotiation, Construction, Management, New Business Development, Human Resources, Project Management, Training, Cross-functional Team..., Strategic Planning, Leadership, Microsoft Office, Process Improvement, Marketing, Administration, Problem Solving, Microsoft Excel, Operations Management, Purchasing, Microsoft Word, Proposal Writing, Public Speaking, Marketing Strategy, Event Planning, Program Management, Coaching, Time Management, Event Management, Public Relations, PowerPoint, Account Management, Analysis, Community Outreach
Education
Catawba College 2001 — 2004
Bachelors of Business Administration, Business, Management, Marketing, and Related Support Services, 3.95
Cocoa Beach High School
Brian Jolly's John Hancock Financial Services Experience April 2015 - Present
Job Director, Creative & Account Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services April 2012 - December 2014
New York Life Retirement Plan Services July 2010 - April 2012
New York Life Retirement Plan Services March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments August 2005 - June 2007
Fidelity Investments May 2004 - August 2005
Fidelity Investments June 2002 - May 2004
Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services
Education
Clark University 2003 — 2006
MBA, Marketing, Management
Stonehill College 1998 — 2002
BSBA, Management
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services April 2012 - December 2014
New York Life Retirement Plan Services July 2010 - April 2012
New York Life Retirement Plan Services March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments August 2005 - June 2007
Fidelity Investments May 2004 - August 2005
Fidelity Investments June 2002 - May 2004
Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services
Education
Clark University 2003 — 2006
MBA, Marketing, Management
Stonehill College 1998 — 2002
BSBA, Management
Tim Simmons's John Hancock Financial Services Experience January 1999 - August 2001
Job Managing Partner at McGill Rediger & Simmons Insurance Brokerage
Industry Insurance
Experience
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
Jennifer Jonikas's John Hancock Financial Services Experience December 1987 - September 1994
Job Sr Bill Clerk/Patient Account Representative at University of Michigan Hospitals
Industry Insurance
Experience
University of Michigan Health System March 2015 - Present
St Joseph Mercy Health System/Trinity Health August 2010 - March 2015
University of Michigan, M-CARE June 1996 - June 2008
Ogden Corporation, Federal-Mogul Healthcare System September 1995 - June 1996
John Hancock Financial Services December 1987 - September 1994
Skills
Process Improvement, Software Documentation, Organization, Insurance, Claim, Claims Management, Health Insurance, Commercial Insurance, General Insurance, Customer Service, Medicare, Risk Management, Reinsurance, Benefits Administration
Education
Cleary University 1982 — 1989
BA, Management, Medical Assistant
University of Michigan Health System March 2015 - Present
St Joseph Mercy Health System/Trinity Health August 2010 - March 2015
University of Michigan, M-CARE June 1996 - June 2008
Ogden Corporation, Federal-Mogul Healthcare System September 1995 - June 1996
John Hancock Financial Services December 1987 - September 1994
Skills
Process Improvement, Software Documentation, Organization, Insurance, Claim, Claims Management, Health Insurance, Commercial Insurance, General Insurance, Customer Service, Medicare, Risk Management, Reinsurance, Benefits Administration
Education
Cleary University 1982 — 1989
BA, Management, Medical Assistant
Jude Curtis's John Hancock Financial Services Experience April 1997 - October 2004
Job Principal, PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP October 2004 - Present
John Hancock Financial Services April 1997 - October 2004
Hale and Dorr LLP August 1986 - April 1997
Sutherland, Asbill & Brennan August 1984 - August 1986
Skills
FINRA, Privacy Law, Securities, FCPA, Due Diligence, Series 24, Hedge Funds, Ethics, Investment Advisory, Series 7, Risk Management, Litigation, Risk Assessment, Insurance, AML, Investments, Private Investigations, Anti-corruption, Internal Audit, SEC, Internal Controls, Asset Management, Fraud, Securities Regulation, Corporate Governance, Sarbanes-Oxley Act
Education
The George Washington University Law School 1981 — 1984
JD, Law
College of the Holy Cross 1977 — 1981
BA, Political Science
St. John's Prep 1973 — 1977
PricewaterhouseCoopers LLP October 2004 - Present
John Hancock Financial Services April 1997 - October 2004
Hale and Dorr LLP August 1986 - April 1997
Sutherland, Asbill & Brennan August 1984 - August 1986
Skills
FINRA, Privacy Law, Securities, FCPA, Due Diligence, Series 24, Hedge Funds, Ethics, Investment Advisory, Series 7, Risk Management, Litigation, Risk Assessment, Insurance, AML, Investments, Private Investigations, Anti-corruption, Internal Audit, SEC, Internal Controls, Asset Management, Fraud, Securities Regulation, Corporate Governance, Sarbanes-Oxley Act
Education
The George Washington University Law School 1981 — 1984
JD, Law
College of the Holy Cross 1977 — 1981
BA, Political Science
St. John's Prep 1973 — 1977
Jim Cruickshank, CFA's John Hancock Financial Services Experience 1985 - 2001
Job Strategic Planning + Risk Management + Corporate Finance + Capital Markets + Treasury + Relationship Management
Industry Financial Services
Experience
Strategic Financial and Project Management 2010 - Present
Lincoln Financial Group 2001 - 2010
John Hancock Financial Services 1985 - 2001
Skills
Capital Markets, Credit Analysis, Financial Analysis, Insurance, Treasury Management, Investments, Corporate Finance, Financial Markets, Fixed Income, Hedging, Portfolio Management, Financial Planning, Funding, Forecasting, Financial Management, Strategic Planning, Strategic Financial..., Credit Risk, Analysis, Liquidity Management, Treasury, Relationship Management, Mutual Funds, Financial Services, Managerial Finance
Education
Suffolk University - Sawyer School of Management 1987 — 1990
MBA, Finance and Management
Colby College 1981 — 1985
B.A., Economics
Strategic Financial and Project Management 2010 - Present
Lincoln Financial Group 2001 - 2010
John Hancock Financial Services 1985 - 2001
Skills
Capital Markets, Credit Analysis, Financial Analysis, Insurance, Treasury Management, Investments, Corporate Finance, Financial Markets, Fixed Income, Hedging, Portfolio Management, Financial Planning, Funding, Forecasting, Financial Management, Strategic Planning, Strategic Financial..., Credit Risk, Analysis, Liquidity Management, Treasury, Relationship Management, Mutual Funds, Financial Services, Managerial Finance
Education
Suffolk University - Sawyer School of Management 1987 — 1990
MBA, Finance and Management
Colby College 1981 — 1985
B.A., Economics
Mingzhu Wang's John Hancock Financial Services Experience 2004 - 2005
Job Investment analyst at Manulife Financial
Industry Insurance
Experience
Manulife Financial April 2007 - Present
John Hancock Financial Services 2004 - 2005
Beijing Polytechnic University 1984 - 1993
Skills
Risk Management, Research, Bloomberg, Financial Modeling, Portfolio Management, Derivatives, Valuation, Management, Capital Markets, Investments, Corporate Finance, Financial Risk, Equities, Fixed Income, Financial Analysis
Education
Columbia Engineering 1997 — 1998
MS, Operations Research in Finance
Beijing polytechnic university
Manulife Financial April 2007 - Present
John Hancock Financial Services 2004 - 2005
Beijing Polytechnic University 1984 - 1993
Skills
Risk Management, Research, Bloomberg, Financial Modeling, Portfolio Management, Derivatives, Valuation, Management, Capital Markets, Investments, Corporate Finance, Financial Risk, Equities, Fixed Income, Financial Analysis
Education
Columbia Engineering 1997 — 1998
MS, Operations Research in Finance
Beijing polytechnic university
Richard Evans, CFA's John Hancock Financial Services Experience May 2015 - Present
Job Manager, FI performance and attribution at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Peng Huang's John Hancock Financial Services Experience October 2007 - Present
Job Accountant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2007 - Present
Skills
Financial Reporting, Financial Analysis
Education
Suffolk University - Sawyer Business School 2004 — 2007
Master, Accounting & Tax
Central University of Finance and Economics 1989 — 1993
bachelor, tax
John Hancock Financial Services October 2007 - Present
Skills
Financial Reporting, Financial Analysis
Education
Suffolk University - Sawyer Business School 2004 — 2007
Master, Accounting & Tax
Central University of Finance and Economics 1989 — 1993
bachelor, tax
Ted Safranko's John Hancock Financial Services Experience October 2013 - Present
Job Marketing Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
Ernst & Young Orenda Corporate Finance March 2013 - October 2013
John Hancock Life Insurance Company (U.S.A.) August 2007 - March 2013
John Hancock Life Insurance Company (U.S.A.) May 2004 - August 2007
Skills
Mutual Funds, Series 63, Series 6, 401k, Series 7, Investments, Series 24, Securities, Financial Services, Retirement, AML, Alternative Investments, Pensions
Education
Ryerson University 2001 — 2003
B.Comm, Finance - Law Minor
Centennial College 1998 — 2001
Business Administration, Business
John Hancock Financial Services October 2013 - Present
Ernst & Young Orenda Corporate Finance March 2013 - October 2013
John Hancock Life Insurance Company (U.S.A.) August 2007 - March 2013
John Hancock Life Insurance Company (U.S.A.) May 2004 - August 2007
Skills
Mutual Funds, Series 63, Series 6, 401k, Series 7, Investments, Series 24, Securities, Financial Services, Retirement, AML, Alternative Investments, Pensions
Education
Ryerson University 2001 — 2003
B.Comm, Finance - Law Minor
Centennial College 1998 — 2001
Business Administration, Business
Joseph Vecchi's John Hancock Financial Services Experience September 2005 - September 2008
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
Resources Global Professionals October 2011 - Present
BNY Mellon September 2008 - April 2011
JOHN HANCOCK FINANCIAL SERVICES September 2005 - September 2008
PFPC GLOBAL FUND SERVICES January 1998 - January 2005
Mutual Fund Administration January 1998 - January 2000
CHASE GLOBAL FUNDS SERVICES CO January 1996 - January 1998
FIRST DATA CORP January 1993 - January 1996
Skills
Financial Reporting, Auditing, Leadership, Mergers & Acquisitions, Process Improvement, Portfolio Management, Budgets, Valuation, Fund Accounting, Account Reconciliation, Start-ups, Mutual Funds, Financial Analysis, Analysis, Trading, Accounting, Fund Administration
Education
Colby College 1986 — 1990
B.A, Administrative Science
State Street October 2012 - Present
Resources Global Professionals October 2011 - Present
BNY Mellon September 2008 - April 2011
JOHN HANCOCK FINANCIAL SERVICES September 2005 - September 2008
PFPC GLOBAL FUND SERVICES January 1998 - January 2005
Mutual Fund Administration January 1998 - January 2000
CHASE GLOBAL FUNDS SERVICES CO January 1996 - January 1998
FIRST DATA CORP January 1993 - January 1996
Skills
Financial Reporting, Auditing, Leadership, Mergers & Acquisitions, Process Improvement, Portfolio Management, Budgets, Valuation, Fund Accounting, Account Reconciliation, Start-ups, Mutual Funds, Financial Analysis, Analysis, Trading, Accounting, Fund Administration
Education
Colby College 1986 — 1990
B.A, Administrative Science
Miguel Salaman's John Hancock Financial Services Experience June 2010 - August 2010
Job Sales and Advertising Compliance Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Eaton Vance March 2013 - June 2015
Public Consulting Group July 2011 - March 2013
John Hancock Financial Services June 2010 - August 2010
Skills
Business Analysis, Public Speaking, Economics, Financial Analysis, Management Consulting, PowerPoint, Financial Modeling, Research, Microsoft Excel, Microsoft Office, Valuation, Stata, Data Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Eaton Vance June 2015 - Present
Eaton Vance March 2013 - June 2015
Public Consulting Group July 2011 - March 2013
John Hancock Financial Services June 2010 - August 2010
Skills
Business Analysis, Public Speaking, Economics, Financial Analysis, Management Consulting, PowerPoint, Financial Modeling, Research, Microsoft Excel, Microsoft Office, Valuation, Stata, Data Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Edward Law's John Hancock Financial Services Experience November 1998 - April 2000
Job Counsel at Weston Patrick
Industry Law Practice
Experience
Weston Patrick September 2006 - Present
Law Office of Danilo Avalon July 2004 - September 2006
Casner and Edwards September 2000 - April 2004
John Hancock Financial Services November 1998 - April 2000
Skills
Trials, Litigation, Arbitration, Mediation, Legal Writing, Courts
Education
Clark University
Bachelor's degree, History
University of Maine School of Law
Doctor of Law (J.D.)
Weston Patrick September 2006 - Present
Law Office of Danilo Avalon July 2004 - September 2006
Casner and Edwards September 2000 - April 2004
John Hancock Financial Services November 1998 - April 2000
Skills
Trials, Litigation, Arbitration, Mediation, Legal Writing, Courts
Education
Clark University
Bachelor's degree, History
University of Maine School of Law
Doctor of Law (J.D.)
Phoebe Klein's John Hancock Financial Services Experience 1991 - 1996
Job Registered Representative in financial services with 27+ years of experience
Industry Financial Services
Experience
Educator's Financial Services, Inc. 2009 - Present
ePlanning Securities 1996 - 2009
John Hancock Financial Services 1991 - 1996
Mutual Benefit Life/FISCO 1982 - 1991
New York State Education Department 1970 - 1976
NYC Department of Education 1961 - 1965
Skills
Long Term Care Insurance, Retirement Planning, Life Insurance, Pension Plan Design, Teachers' Retirement..., Pension Maximization
Education
City University of New York-Brooklyn College 1957 — 1961
Bachelor of Arts (BA), Education and Literature
Educator's Financial Services, Inc. 2009 - Present
ePlanning Securities 1996 - 2009
John Hancock Financial Services 1991 - 1996
Mutual Benefit Life/FISCO 1982 - 1991
New York State Education Department 1970 - 1976
NYC Department of Education 1961 - 1965
Skills
Long Term Care Insurance, Retirement Planning, Life Insurance, Pension Plan Design, Teachers' Retirement..., Pension Maximization
Education
City University of New York-Brooklyn College 1957 — 1961
Bachelor of Arts (BA), Education and Literature
Kenneth McClintock's John Hancock Financial Services Experience August 2002 - Present
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Financial Services August 2002 - Present
John Hancock Financial Services 2002 - 2014
ING January 1997 - August 2002
Education
Clarion University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Hancock Financial Services August 2002 - Present
John Hancock Financial Services 2002 - 2014
ING January 1997 - August 2002
Education
Clarion University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alex Sanger's John Hancock Financial Services Experience June 2011 - July 2013
Job Sales Consultant at AT&T
Industry Legal Services
Experience
AT&T December 2014 - Present
Best Buy July 2013 - September 2014
John Hancock Financial Services June 2011 - July 2013
Skills
Legal Research, Research, Administration, Legal Assistance, Data Entry, Databases, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Retail Sales, westlaw, ProDoc, Typing speed 50 wpm, Microsoft Office, Westlaw, Teamwork
Education
Center for Advanced Legal Studies 2012 — 2014
Associate of Sciences (A.A.S.), Paralegal Studies
AT&T December 2014 - Present
Best Buy July 2013 - September 2014
John Hancock Financial Services June 2011 - July 2013
Skills
Legal Research, Research, Administration, Legal Assistance, Data Entry, Databases, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Retail Sales, westlaw, ProDoc, Typing speed 50 wpm, Microsoft Office, Westlaw, Teamwork
Education
Center for Advanced Legal Studies 2012 — 2014
Associate of Sciences (A.A.S.), Paralegal Studies
John Hancock Life Insurance Company (U.S.A.)
Ameritas
Central States Indemnity
John Hancock Financial
John Hancock Life Insurance Company
John Hancock Mutual Life Insurance Company
JOHN HANCOCK INSURANCE
John Hancock Financial Services, Inc.