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
Upward Stars Boca Raton September 2014 - Present
John Hancock Financial Services November 2013 - Present
Florida Atlantic University June 2009 - August 2013
Euroleague Basketball October 2011 - January 2012
Skills
Writing, Creative Writing, Microsoft Office, Technology, Social Media, Basketball, College Basketball, Basketball Coaching, Apple, Comics, Film, Film Production, Film Criticism, Independent Film, Google Analytics, Twitter, Instagram
Education
Florida Atlantic University 2007 — 2011
Associate of Arts (AA), Communication, General
John Hancock Financial Services August 2013 - Present
John Hancock Financial Services October 2011 - Present
John Hancock Financial Services May 2011 - October 2011
Sigma Lambda Gamma National Sorority Inc January 2009 - May 2011
Residential Academic Programs September 2007 - May 2011
Skills
Bilingual-Spanish, Proven Leadership Skills, Organizational Structure, Financial Analysis, Spreadsheets, Insurance, Lotus Notes, Access, Microsoft Office, Customer Service, Teamwork, Event Planning, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, Spanish
Education
Endicott College 2012 — 2014
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 2007 — 2011
Bachelors, Finance
Heaven and Earth Designs Cross Stitch Patterns & Kits January 2013 - Present
The Isles, LLC January 2005 - Present
John Hancock Financial Services January 2007 - September 2007
Marvell Semiconductor November 2006 - January 2007
Intel Corporation February 1999 - November 2006
Skills
Microsoft Excel, Customer Service, Project Management, Management, Process Improvement, Microsoft Project, Microsoft Publisher, SQL, Product Cost Analysis, Program Management, MS Project, Software Documentation, Product Development, Quality Assurance, Troubleshooting, Event Planning, Cross-functional Team..., Microsoft Office, Social Media, Leadership, Project Planning
Education
University of Pittsburgh 1988 — 1991
International Relations and Affairs
Framingham State College 1987 — 1989
History and Elementary Education
John Hancock Financial Services October 2010 - November 2011
Ritz Carlton June 2009 - December 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Politics, PowerPoint
Education
Arizona Summit Law School 2015 — 2018
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Florida International University 2013 — 2014
Bachelor's Degree, Political Science and Government
Boston Connect Real Estate Services January 2012 - Present
Granite Group Realtors January 2007 - January 2012
Procter & Gamble 2010 - 2012
Houghton Mifflin Harcourt March 2007 - April 2010
Procter & Gamble February 2000 - October 2006
Talbots January 1998 - January 2000
John Hancock Financial Services January 1995 - January 1998
Education
North Quincy High School 1988 — 1991
Emmanuel College
Bachelor of Science (B.S.), Business Administration and Management, General
Patton Real Estate October 2014 - Present
Yormack & Associates, P.A. August 2014 - Present
Bank of America September 2012 - May 2014
Legend Distributing LLC / Sun America LLC April 2011 - June 2012
Del Monte Fresh Produce N.A., Inc October 2008 - April 2011
Triton Commodity Group LLC January 2005 - September 2008
Simmers Capital Management January 2003 - December 2004
John Hancock Financial Services August 2001 - January 2003
Skills
Portfolio Management, Credit, Customer Service, Banking, Risk Management, Investments, Mortgage Lending, Financial Analysis, Finance, Loans, Sales Management, Forecasting, Commercial Lending, Sales, Small Business Lending, Account Management, Financial Services, Customer Satisfaction, Marketing, Management
Education
University of Miami - School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Investments and Corporate Finance
Florida International University - College of Business 2003 — 2004
Bachelors in Business Administration (B.B.A.), International Finance
University of South Florida 1998 — 2002
Business Administration, Finance, General
Law Office of Brett J. Connolly 2013 - Present
Forest Park Financial Group, LLC. September 2003 - Present
John Hancock Financial Services September 2000 - July 2003
U.S. Army / National Guard 1993 - June 2002
Skills
Retirement Planning, Investments, Wealth Management, Estate Planning, Securities, Financial Advisory, Finance, Insurance, Investment Management, Risk Management, Wealth Management..., FINRA, Leadership, Series 6, Management
Education
Western New England University School of Law 2013 — 2014
Master of Laws (LLM), Estate Planning & Elder Law
Western New England University School of Law 2010 — 2013
Doctor of Law (JD), Estate Planning
The American College 2002 — 2008
Professional designation
Fitchburg State University 1996 — 2000
BS, Business Administration
John Hancock Financial Services May 2014 - Present
New York Life Investment Management October 2012 - May 2014
RS Investments November 2008 - October 2012
Merrill Lynch February 2007 - November 2008
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 7, Series 26, Series 66, FINRA, Stable Value, Product Management, Life Insurance, Group Annuity Contracts, Alternative Investments, 401k, Investment Management, Relationship Management, Sales, Fixed Income, Wealth Management, Retirement, Series 63, Series 6, Variable Annuities, Finance, Investment Strategies, Fixed Annuities
Education
Fordham University
Bachelor of Arts, Political Science
DentaQuest June 2014 - Present
GP Strategies Corporation August 2013 - May 2014
Kaiser Permanente June 1999 - 2013
Kaiser Permanente May 1995 - June 1999
John Hancock Financial Services September 1993 - May 1995
Skills
Sales Management, Strategic Planning, Business Process..., Team Building, Change Management, Performance Management, Training and Mentorship, Business Relationship..., Cross-functional..., Recruitment, Result Oriented, Recruiting, Leadership, Business Development, Account Management, Training, Sales, Sales Presentations, Training Facilitation, Consulting, Competitive Analysis, Management, Business Strategy, Coaching, Talent Management, Project Management, Employee Benefits, Cross-functional Team..., Managed Care, Healthcare, Marketing Strategy
Education
University of Maryland College Park 1979 — 1982
Master's degree, Administration
Frostburg State University
Bachelor of Science (BS), Health and Physical Education
Parkdale
Private Consulting September 2014 - Present
Trendsettah Inc. May 2014 - Present
Regions Financial Corporation June 2013 - Present
John Hancock Financial Services September 2012 - June 2013
Kettler Financial Services August 2012 - February 2013
Regions Financial Corporation 2008 - 2012
Serenity Lawn and Property Maintenanc 2007 - 2009
Skills
Banking, Credit Analysis, Commercial Banking, Portfolio Management, Retail Banking, Financial Analysis, Life Insurance, Health Insurance, Disability Insurance, Whole Life, Universal Life, Financial Risk, Retirement Planning, Finance, Financial Services, Insurance
Education
Florida International University - College of Business 2013 — 2014
Master's in the Sience of Finance, Banking, Corporate, Finance, and Securities Law
Florida International University 2007 — 2012
Bachelor's degree, Finance, General, 3.2
Gulliver Prep 2004 — 2007
John Hancock Financial Services January 2015 - Present
Consumer United September 2013 - September 2014
Starbucks April 2012 - August 2013
The Met Bar and Grill April 2010 - January 2011
Joe's American Bar and Grill April 2008 - October 2009
Skills
Microsoft Office, Time Management, Cashiering, Customer Satisfaction, Customer Service, Inventory Management, Loss Prevention, Retail, Store Management, Visual Merchandising, Data Entry, PowerPoint, Retail Sales, Telephone Skills, Facebook, Sales, Teamwork, Outlook, Social Networking, Customer Retention, Microsoft Word, Phone Etiquette, Customer Experience, Critical Thinking, Cold Calling, People Skills, Microsoft Excel, Insurance, Life Insurance
Education
Framingham State College 2008 — 2011
Bachelor's degree, Business Administration and Management, General
University of Barcelona 2010 — 2010
Spanish Language and Culture
University of Massachusetts, Amherst 2007 — 2007
Japanese Language and Literature
John Hancock Financial Services December 2013 - Present
Pioneer Investments January 2012 - November 2013
State Street Bank April 2009 - June 2010
State Street Bank July 2007 - April 2009
State Street Bank November 2006 - July 2007
Federal Home Loan Bank of Boston June 2004 - November 2006
Skills
Auditing, Internal Audit, Banking, Financial Services, Management, Process Improvement
Education
University of Maryland University College 2005 — 2007
Masters Degree, Business Administration
Emmanuel College 1999 — 2001
Bachelor of Science, Business Administration
HealthView Services, Inc. June 2015 - Present
Metal Suppliers Online March 2015 - June 2015
John Hancock Financial Services September 2014 - December 2014
Metal Suppliers Online June 2014 - October 2014
Endicott College August 2012 - May 2014
Carlat Publishing July 2013 - January 2014
EBSCO Information Services June 2013 - July 2013
Skills
Editing, Microsoft Office, Social Media, Creative Writing, Research, Newsletters, Proofreading, PowerPoint, Facebook Marketing, Twitter Marketing, Composing Press Releases, Content Writing
Education
Endicott College 2011 — 2014
Bachelor's Degree, English, 3.5/4.0
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Upstate Mediation Center September 2013 - December 2013
John Hancock Financial Services May 2013 - August 2013
Dickinson Wright PLLC December 2011 - January 2012
True Athlete Performance May 2011 - August 2011
Sonic Automotive May 2010 - December 2010
Stevens Davis LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Stata, Bloomberg Data License, FactSet Research Systems, Sales
Education
Furman University
Bachelor of Arts (BA), Business Administration and Political Science
Flint Hill School
Manulife Financial September 2015 - Present
Manulife Financial June 2014 - Present
Manulife Financial June 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - May 2013
John Hancock Financial Services/Manulife Financial 2009 - May 2012
John Hancock Financial Services 2005 - 2009
Skills
Vendor Management, SDLC, Project Portfolio..., Program Management, PMO, Process Improvement, Project Management, Enterprise Software, Strategic Planning, Agile Methodologies, Business Analysis, Change Management, Consulting, Performance Management, PMP, Customer Service
Education
Emmanuel College
Business, Business Administration and Management, General
John Hancock Financial Services May 2012 - Present
John Hancock Financial Services September 1989 - Present
John Hancock Financial Services 2000 - 2007
John Hancock Financial Services 1998 - 2000
John Hancock Financial Services 1993 - 1998
John Hancock Financial Services 1989 - 1993
Skills
Project Management, Event Management, Sponsorship, Marketing, Event Planning, Corporate Communications, Relationship Management, Corporate Social..., Community Outreach
Education
Fitchburg State University 1985 — 1989
MetLife 2010 - Present
MetLife 2008 - 2010
MetLife 2006 - 2008
MetLife 2003 - 2006
MetLife 1995 - 2002
TPA Associates 1993 - 1995
John Hancock Financial Services 1990 - 1993
Skills
Insurance, Strategy, PMO, Strategic Planning, Property & Casualty..., Internal Audit, Risk Management, Project Management, Financial Services, Underwriting, Portfolio Management, General Insurance, Commercial Insurance, Employee Benefits
Education
Franklin Pierce College
Bachelor of Science (BS), Finance & Economics
Northeastern University D'Amore-McKim School of Business
Master of Business Administration (MBA)
Woburn High School
John Hancock Financial Services January 2014 - Present
Maritz Research March 2013 - Present
NORC at the University of Chicago April 2013 - June 2013
Activate October 2012 - November 2012
Highpointe Financial Group, Mass Mutual May 2012 - September 2012
Primerica Financial Services October 2011 - May 2012
Douglas County Housing Authority—Residence Services Office June 2011 - September 2011
Manpower Staffing, Century Personnel, Kelly Services, Bossler-Brown Agency September 1991 - August 2004
State Farm Insurance Western Wisconsin District August 1988 - July 1991
Skills
Policy Analysis, Financial Management, Licensed Life Insurance..., Marketing Communication, Corporate Communication, Legal Communication, Data Analysis, Research/Writing/Editing, Disability Insurance, Marketing Communications, Budgets, Marketing, Human Resources
Education
University of Kansas 2008 — 2010
Bachelor's degree, Political Science
Johnson County Community College 2006 — 2007
University of Wisconsin-Stout 1989 — 1990
International Business/Advertising
Fort Hays State University 1983 — 1984
Public Relations/Communication
TripAdvisor September 2015 - Present
Berkeley Point Capital LLC September 2013 - Present
KNF&T Staffing Resources March 2012 - July 2013
John Hancock Financial Services September 2008 - March 2012
Skills
Email Marketing, Salesforce.com, Social Media, Marketing Communications, Marketing, Social Media Marketing, Digital Marketing, Google Analytics, Direct Marketing, Public Relations, Online Marketing
Education
Fairfield University 2004 — 2008
B.A., Communications, Marketing
John Hancock Financial Services May 2011 - Present
John Hancock Financial Services September 2007 - April 2011
Investors Bank & Trust February 2007 - June 2007
Skills
Financial Services, Securities, Mutual Funds, Financial Analysis, Accounting, Finance, Financial Reporting, Microsoft Excel, Analysis, Bloomberg, Equities, Financial Planning, Fixed Income, Financial Modeling
Education
Endicott College 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Hospitality Administration/Management
Boston Latin Academy 1997 — 2002
High School Diploma
John Hancock Financial Services May 2015 - Present
Emerson College September 2013 - Present
Emerson College, Kasteel Well January 2015 - April 2015
Continuum Managed Services, LLC October 2014 - January 2015
DG Cycles February 2012 - August 2014
Tupelo Music Hall June 2012 - December 2013
Skills
After Effects, Maya, Adobe Creative Suite, Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Final Cut Pro, Leadership, Leadership Counseling, Video Editing, Public Speaking, Photography, Film Production, Film
Education
Emerson College 2013 — 2017
Visual Media Arts Production, Animation & Motion Media, Sophomore
Londonderry High School 2009 — 2013
NewFields September 2012 - Present
John Hancock Financial Services July 1987 - November 2000
Skills
Sports Marketing /..., Adobe Acrobat, Microsoft Excel, Microsoft Word, Social Media, Photoshop, Outlook, Microsoft Office, Public Relations, Editing, Photography, PowerPoint, Social Media Marketing, Public Speaking, Marketing Communications, Facebook, Adobe Creative Suite, WordPress, Blogging, InDesign, Social Networking, Mac, Corporate Communications
Education
Emerson College
Bachelor of Science (BS), Mass Communications
Pine Manor College
Associate of Arts (A.A.), Art History / Liberal Arts
Rhode Island School of Photography
Photography
Capital Solutions Group March 1993 - Present
ETC 2000 - 2014
Advanced Behavioral Health, LLC 2010 - 2013
New York Life Insurance Company May 1999 - April 2010
John Hancock Financial Services January 1989 - February 1999
Skills
Strategic Planning, Funding, Finance, Investments, Retirement, Disability Insurance
Education
Florida International University 1985 — 1989
BS, Construction Management and Finance
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company October 2012 - Present
New York Life Investment Management 2011 - October 2012
Hooper Holmes March 2011 - July 2011
Affiliated Computers Systems September 2005 - April 2008
Skills
Windows 7, Microsoft Office, Lotus Notes, ADP E-Time, Outlook, PeopleSoft, Defined Benefit, Access, Recruiting, FMLA, Profit Sharing, Employee Benefits, ADP Payroll, Customer Service, Human Resources, Pensions, Retirement Planning, ERISA, 401k, Retirement, IRAs, Benefits Administration, Mutual Funds, Open Enrollment, Asset Allocation, Defined Contribution, Onboarding, 401k Rollovers, COBRA, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Business Administration (B.B.A.)/ MBA, Business Administration
Essex County College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Genzyme January 2014 - June 2014
GMO June 2012 - December 2012
Kenneth Cole October 2010 - January 2012
John Hancock Financial Services July 2011 - December 2011
Skills
Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Marketing Strategy, Social Media Marketing, Outlook, Microsoft Office, Advertising, Sales Management, Marketing Communications, SharePoint, Project Management, Project Planning, Web Applications, Teamwork, Visual Merchandising, Retail Math, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Marketing and Finance
Lorenzo de' Medici Institute 2014 — 2014
Fine/Studio Arts, General
ESIC: Business & Marketing School 2013 — 2013
Marketing
University of Massachusetts, Amherst 2009 — 2010
Jerome Investments inc 1997 - Present
fsg wealth management June 1994 - July 2000
John Hancock Financial Services March 1994 - November 1997
Skills
Real Estate, Investment Properties, Residential Homes, Sellers, Short Sales, Investors, Property Management, First Time Home Buyers, Real Estate Transactions, Foreclosures, Real Estate Development, Single Family Homes
Education
Everglades University 2011 — 2013
alternative and renewable energy resource management
Florida International University 1995 — 1998
Master's degree, finance
Smart Capital International May 2015 - Present
GoodWin Law Group May 2015 - Present
John Hancock Financial Services July 2012 - July 2013
Skills
Financial Analysis, Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Social Media, Public Speaking, Accounting, Personal Financial..., Finance, Outlook, EB-5 Consulting, Cross-border investment..., R Program
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's degree, Applied Statistics and Decision Making, 3.7
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor's of Science, Business Administration concentrating on Finance
Jacksonville State University 2007 — 2009
Business Administration, 3.9
Intrax 2013 - 2015
Grass Valley 2012 - 2013
Evans Research 2006 - 2012
Rosen, Bien, Galvan & Grunfeld 2005 - 2006
John Hancock Financial Services 2003 - 2003
Skills
Marketing, Competitive Analysis, Email Marketing, Analysis, Online Marketing, CRM, Social Media Marketing, Research, Microsoft Office, Social Media, Management, Marketing Strategy, Microsoft Excel, Product Management, Access, Event Management, Project Management, SEO, PowerPoint, Customer Service, Strategic Planning, Data Analysis, Testing, Outlook, HTML, WordPress, Customer Relations, Windows, Microsoft Word, Editing, Social Networking, Web Analytics, Excel, Statistics, Photoshop, MS Office Suite, Process Improvement, Adobe Acrobat, Broadcast Television, Word, Problem Solving, Documentation, Proposal Writing, System Administration, Administration, Quality Assurance, SDLC, Mac, Spreadsheets, Networking
Education
Northeastern University 2001 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, Marketing
General Assembly
Richard Capalbo Enterprises January 1998 - Present
Richard Capalbo Enterprises January 1998 - Present
Jackson National Life January 2006 - January 2015
Goldman Sachs January 2001 - January 2011
Allianz 2007 - 2011
John Hancock Financial Services 2006 - 2009
Securities Industry Institute 1995 - 2008
Bank of America July 1993 - July 1998
Bateman Eichler Hill Richards January 1988 - June 1991
Drexel Burnham Lambert July 1976 - January 1988
Skills
Keynote Speaker, Series 7, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Retirement, Risk Management, Investments, Strategic Planning, Customer Relations, Securities, Sales Management, Negotiation, Marketing Strategy, Asset Allocation, Strategy Development, Consultative Selling, Public Speaking, Asset Managment, Customer Service, Capital Markets, Strategy, Alternative Investments, Financial Services, Insurance, Finance
Education
University of Pennsylvania - The Wharton School 1968 — 1969
MA, Finance
Fordham University 1964 — 1968
Bachelor of Science (B.S.), Economis
Deutsche Bank June 2013 - Present
Deutsche Bank November 2009 - June 2013
MetLife August 2009 - October 2009
John Hancock Financial Services November 2007 - June 2009
Deutsche Bank June 2006 - May 2007
Wellington Management June 2005 - December 2005
Merrill Lynch June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Investments, Hedge Funds, Portfolio Management, Trading, Options, Wealth Management, Banking, ETFs, Insurance, Equity Trading, Financial Advisory, Sales, Series 7, Bloomberg, Securities, Bloomberg Terminal, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting & Taxation
Northeastern University 2002 — 2007
Bachelor's Degree, Finance & Insurance, Marketing
Somers high school 1998 — 2002
John Hancock Life Insurance Company (U.S.A.) Home Office Support for all of our External National Wholesalers across the United StatesNational Wholesaling Sales SupportJohn Hancock Life Insurance Company
JOHN HANCOCK FINANCIAL SERVICES June 2010 - November 2010
JOHN HANCOCK FINANCIAL SERVICES June 2007 - June 2010
JOHN HANCOCK FINANCIAL SERVICES October 2005 - June 2007
Skills
Insurance, PowerPoint, Customer Service, Customer Relations, Lotus Notes, Business Relationship..., Phone Skills, Event Planning, Management
Education
Framingham State College 2001 — 2005
BA, Sociology, concentration Criminal Justice
Framingham State University 2001 — 2005
BA - Sociology, Sociology/Criminal Justice
Dedham High School 1996 — 2001
CVS Caremark Corporation March 2010 - Present
Fidelity Investments April 2005 - July 2009
Fidelity Investments April 2004 - May 2005
Fidelity Investments April 2001 - April 2005
Fidelity Investments October 1995 - April 2001
John Hancock Financial Services June 1991 - October 1995
Skills
Employee Benefits, Leadership, Process Improvement, Management, CRM, Defined Benefit, Analysis, Risk Management, Vendor Management, Open Enrollment, Outsourcing, Strategic Planning, 401k
Education
Emmanuel College
B.A., Spanish/Education
Lesley University
M.S., Human Resource Management
Comcast Cable January 2015 - Present
John Hancock Financial Services October 2014 - Present
Business Financial Services August 2013 - July 2014
iS3, Inc. February 2013 - July 2013
Northwestern Mutual November 2012 - February 2013
ING U.S. October 2011 - October 2012
Armani Exchange October 2011 - August 2012
Omni Business Group January 2007 - November 2011
Puma November 2006 - January 2009
Skills
Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Customer Service, Financial Modeling, English, Economics, Corporate Finance, Market Research, Program Management, Business Planning, Marketing, Forecasting, Accounting, Payroll, Leadership, Management, Spanish, Risk Management, CRM, Financial Reporting, Data Analysis, Analysis, Budgets, Access, Time Management, Sales, Negotiation, Team Leadership, Training, Finance, Investments
Education
Florida Atlantic University 2012 — 2014
Bachelor of Business Administration (B.B.A.)
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.)
Citizens Financial Group, Inc. June 2013 - Present
CMX Communications January 2009 - June 2013
HOLCIM (US) INC October 2003 - November 2008
Private Healthcare Systems 2002 - 2003
Fidelity Investments 2000 - 2001
John Hancock Signature Services 1996 - 2000
John Hancock Financial Services 1993 - 1996
Skills
Internal Communications, Public Relations, Event Management, Strategic Planning, Change Management, Report Writing, Multimedia, Employee Engagement, Communications Strategy, Newsletters, Organizational..., Corporate Communications, Strategic Communications, Executive Communications, Corporate Social..., Issues Management, Event Planning, Communications Planning, Writing, Editing, Stakeholder Engagement, Engagement, Web Content, Content Development, Coaching, Content Management, Copywriting, Press Releases, Crisis Communications, Community Relations, Marketing, Brand Management, Business Writing, Marketing Communications, Speech Writing, Intranet, Project Management, Internal & External..., Corporate Branding, Publications, Web Content Management, Strategic..., Messaging, Business Communications, Communication Training, Media Relations, CRM, Public Affairs, Leadership, Social Media
Education
Emerson College 2000 — 2005
Masters, Business & Organizational Communications
Suffolk University
Bachelor of Arts, Public Relations & Communications
MCCI Medical Group November 2013 - Present
Miami-Dade County Public Schools August 2013 - Present
Miami-Dade County Public Schools October 2011 - August 2013
U.S. House of Representatives January 2010 - June 2011
John Hancock Financial Services June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Data Entry, Event Planning, Spanish, Social Media, Time Management, Community Outreach, Fundraising, Administration, Teamwork, Data Analysis, Leadership, Higher Education, Public Relations, Administrative..., Budgets, Strategic Planning, Health Education, Tutoring
Education
Florida International University 2011 — 2015
Dietetics/Dietitian
Southwest Miami Highschool 2007 — 2011
Buisness & Finance Certificate, Banking, Corporate, Finance
Sun Life Financial 2013 - Present
Sun Life Financial 2012 - 2013
Edelstein & Company, LLP 2011 - 2012
Sun Life Financial 2009 - 2011
John Hancock Financial Services 2007 - 2009
Skills
Series 6, Sales, Marketing, Life Insurance, Insurance, Customer Service, Management, Mutual Funds, Marketing Strategy, Series 63, Health Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Internet, Investments, Office Administration, Appointment Scheduling, Presentations, Lotus Notes, Webinars, Adobe Connect, Training, Creative Writing, Technical Writing, Editing, Compliance, Product Marketing, Product Development
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
National University of Ireland, Galway 2006 — 2006
Irish Literature and Writers
Ursuline Academy 1997 — 2003
Diploma
John Hancock Financial Services May 2013 - Present
John Hancock Financial Services July 2011 - May 2013
Prudential Financial January 2008 - July 2011
AXA Equitable June 2006 - January 2008
Skills
Cold Calling, Microsoft Excel, PowerPoint, Internal Communications, Social Networking, Social Media, Sales Presentations, Marketing, Fixed Annuities, Retirement Planning, Investments, Finance, 401k, Retirement, Sales
Education
Fairfield University 2009 — 2011
Masters of Arts and Sciences, Business/Corporate Communications
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance and Marketing
Cortera, Inc. April 2013 - Present
Evershore Financial Group June 2012 - Present
John Hancock Financial Services 2011 - 2012
Skills
Estate Planning, Wealth Preservation..., Life Insurance, Investments, Wealth Management..., Business Planning, Retirement Strategies, Disability Insurance, Long Term Care Insurance, Retirement, Long-term Care, IRAs, 401k, Finance, Financial Services, FINRA
Education
Athens Academy
Florida Atlantic University
Bachelor's Degree, Accounting and Finance
Wofford College
Finance, General
Tiedemann Investment Group May 2015 - Present
Odeon Capital Group LLC June 2014 - May 2015
Brahma Management July 2013 - June 2014
Punchey April 2012 - April 2013
Harvard Pilgrim Health Care September 2010 - October 2011
Camacho Dental Association April 2009 - January 2011
The Roxy September 2009 - February 2010
Putnam Investments June 2009 - December 2009
Dynasty Models and Talent Agency September 2007 - September 2009
John Hancock Financial Services June 2008 - January 2009
Skills
Administrative Support, Research, Online Research, Excel, Microsoft Office, Word, Customer Relations, Analysis, Marketing Research, Presentation Development, Data Analysis, Expense Management, PowerPoint, Scheduling, Budget Tracking, Microsoft Excel, Process Scheduler, Microsoft Word, Administrative..., Customer Service, Budgets, Marketing, Social Media Marketing, Sales, Leadership, Time Management, Management, Training, Human Resources, Public Speaking, Event Planning, Outlook, Salesforce.com, Social Networking, Team Leadership, Marketing Communications, Social Media, Finance, Proposal Writing, Start-ups, Public Relations
Education
ESIC: Business & Marketing School 2010 — 2010
Finance, Spanish Language and International Finance
Northeastern University 2006 — 2010
BSBA, Finance, 3.24 in the School of Business (3.08 overall)
Walt Disney World October 2009 - Present
Walt Disney World October 2001 - September 2009
John Hancock Financial Services February 1999 - October 2001
Skills
Forecasting, Financial Reporting, Variance Analysis, Financial Analysis, SAP, Financial Modeling, Managerial Finance, Budgets, Finance, Accounting, Process Improvement, Financial Accounting, General Ledger, Strategic Planning, Microsoft Excel, Accounts Receivable, Business Planning, Financial Forecasting, Strategic Financial..., Microsoft Office, Analysis, Account Reconciliation, Capital Budgeting, GAAP, Internal Controls, Financial Planning
Education
University of Central Florida 1995 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations
Florida International University 1996 — 1997
International Business and Finance
CEVA Logistics October 2012 - Present
PNC Financial Services Group June 2008 - June 2009
John Hancock Financial Services March 2007 - June 2008
BJ's Wholesale Club 2005 - 2007
Clark Consulting (now Pearl Meyer & Partners) 2002 - 2005
Tufts Health Plan January 1999 - March 2002
Blue Cross Blue Shield of Massachusetts 1985 - 1991
Skills
Deferred Compensation, Performance Management, Human Resources, Executive Pay, Employee Relations, HRIS, Payroll, Negotiation, Budgets, Compensation, Talent Acquisition, Compliance, Hiring, Executive Compensation, Budgeting, Data Analysis, HR Policies, HR Strategy, Benchmarking, Market Analysis, Job Descriptions, Equity Analysis, Merit/Promotions, Personnel Management, Onboarding, Management, Employee Benefits
Education
Framingham State College 1995 — 1999
BS, English
Ashland High School
College prep
John Hancock Financial Services June 2014 - Present
Bird Bonette Stauderman July 2013 - June 2014
Bird Bonette Stauderman August 2011 - June 2014
Bird Bonette Stauderman February 2009 - August 2011
Jack Morton Worldwide August 2008 - November 2008
George P Johnson January 2008 - May 2008
Benay 2007 - 2007
Skills
PowerPoint, Writing, Excel, Microsoft Office, Word, Advertising, Facebook, Customer Service, Outlook, Research, Editing, Social Networking, Adobe Acrobat, Access, Event Planning, Social Media, Digital Media, Television, Microsoft Word, Event Management, Microsoft Excel, Budgets, New Media, Video, Broadcast, Email Marketing, Management, Market Research, Social Media Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Integrated Marketing, Online Advertising
Education
Fairfield University 2010 — 2013
Master of Business Administration, Concentration in Management, 3.93
Stonehill College 2004 — 2008
Bachelor of Arts, Communication, GPA: 3.0
Lorenzo de’Medici 2006 — 2006
Study Abroad, Communication, Italian, Photography, Writing, & Cooking
John Hancock Financial Services June 2014 - Present
Sumitomo Mitsui Banking Corporation September 2013 - April 2014
Sumitomo Mitsui Banking Corporation June 2013 - August 2013
Pan Reliance Capital Advisors November 2012 - April 2013
Morgan Stanley June 2012 - August 2012
UBS Wealth Management October 2011 - May 2012
Compass Benefits May 2011 - August 2011
Skills
Investments, Finance, Alternative Investments, Equities, Wealth Management, Mutual Funds, Bloomberg Terminal, Bloomberg, Research, Marketing
Education
Fordham University 2010 — 2014
Duxbury High School
Braver Capital Management July 2015 - Present
BTS Asset Management August 2014 - July 2015
John Hancock Financial Services December 2013 - July 2014
Residence Inn by Marriott May 2013 - October 2013
United States Golf Association May 2012 - September 2012
Education
University of New Hampshire 2011 — 2014
Bachelor of Science (BS), International Business/Economics, Finance
Florida Institute of Technology 2010 — 2011
Bachelor of Science (BS), Mechanical Engineering
Central Catholic High School 2006 — 2010
Florida Atlantic University July 2010 - July 2011
John Hancock Financial Services January 2011 - June 2011
Education
Florida Atlantic University 2012 — 2014
Master of Business Administration (M.B.A.)
Florida Atlantic University 2009 — 2011
Bachelor of Science (B.S.), Economics
Bon Secours Health System 2013 - Present
Bon Secours Health System 2005 - 2013
Bon Secours Health System 2001 - 2005
John Hancock Financial Services 2000 - 2001
Harvard Pilgrim Health Care 1990 - 2000
Skills
Healthcare Management, Healthcare, Hospitals, Governance, Higher Education, Executive Coaching, Healthcare Information..., EHR, Organizational..., Change Management, Health Care Ethics, Catholic Soical Teaching
Education
Fordham University
Bachelor of Arts (B.A.), Philosophy
The Catholic University of America
Master of Arts (M.A.), Religious Studies
The Johns Hopkins University - Carey Business School
Master of Science (M.S.), Organization Development
University of Toronto - University of St. Michael's College
Doctor of Philosophy (Ph.D.), Systematic Theology
J.P. Morgan Asset Management March 2014 - Present
John Hancock Financial Services June 2013 - March 2014
UBS Wealth Management May 2012 - August 2012
Robert C. Bruner Law Office January 2011 - May 2012
Education
Florida State University 2011 — 2013
Accounting and Finance
University of South Carolina Upstate 2009 — 2011
Finance, General
MassMutual Financial Group June 2014 - Present
John Hancock Financial Services February 2010 - June 2014
Skills
Investments, Mutual Funds, Disability Insurance, Retirement, Retirement Planning, 401k, Finance, Long Term Care Insurance, Life Insurance, Public Speaking, College Education..., Fixed Annuities, Financial Services, Securities, Financial Planning
Education
Florida State University 2002 — 2008
Bachelor of Arts (BA), Music Performance, General
New World School Of The Arts 1998 — 2002
High School Diploma, High School
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services June 2014 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
Manulife Financial May 2011 - August 2011
State Farm Insurance September 2010 - November 2010
TrojanOne 2007 - 2010
State Farm Insurance May 2007 - August 2009
Canada's Wonderland February 2007 - May 2007
Skills
Microsoft Office, Talent Management, Project Management, Social Media, Team Leadership, New Hire Orientations, PowerPoint, Sales, Microsoft Word
Education
University of Maine 2013 — 2013
401k Certification
George Brown College 2009 — 2010
Post Graduate Certificate, Human Resources Management, Honours
Ryerson University 2005 — 2009
Marketing Management, Minor in Business Communications
John Hancock Financial Services May 2015 - Present
SANTANDER BANK July 2012 - May 2015
KPMG October 2011 - June 2012
KPMG October 2008 - October 2011
Skills
Auditing, Internal Controls, Equities, Risk Management, Finance, Microsoft Excel, Due Diligence, Internal Audit, Budgets, Account Reconciliation, Financial Analysis
Education
Fordham University 2004 — 2008
Bachelors of Science, Business Administration, Marketing
George Washington High School 2000 — 2004
Colfax Fluid Handling September 2015 - Present
John Hancock Financial Services April 2007 - September 2015
Basel Asset Management April 2004 - April 2007
Skills
Microsoft Office, Analysis, Data Analysis, Process Improvement, Project Management, Research, Training, Legal Writing
Education
Fullerton College 1985 — 1989
Advisors' Academy February 2013 - Present
John Hancock Financial Services 2011 - 2013
Skills
Series 7, Event Planning, Customer Service, 401k, Public Speaking, Insurance, Small Business, Retirement, Retirement Planning, Long-term Care, Microsoft Excel, Marketing, Mutual Funds, Social Media, Recruiting, Financial Planning, Series 63, Event Management, Fixed Annuities, Life Insurance, Budgets
Education
Florida Atlantic University 2004 — 2008
BA, Business Administration/ Finance
Office Depot July 2014 - April 2015
Thistle Asset Consulting March 2010 - July 2014
John Hancock Financial Services January 2008 - March 2010
Skills
Investments, Finance, Financial Analysis, Analysis, Accounting, Portfolio Management, Microsoft Excel, Financial Modeling, Mutual Funds, Asset Allocation, Insurance, Asset Management, Equities, Fixed Income, Investment Valuation, Valuation Modeling, Strategic Financial..., Corporate Finance, Bloomberg Terminal, Banking, Valuation, Account Reconciliation, Securities, Financial Services, Mergers, Financial Reporting, Investment Management, Alternative Investments, Bloomberg, Capital Markets, Financial Markets, Derivatives, DCF, Forecasting, Business Analysis, Options, Financial Risk, Real Estate, Fixed Income Analysis, Venture Capital, Data Analysis, Fund Of Funds, ETFs, Investor Relations, Wealth Management, Equity Valuation, Notary Public, Florida Notary
Education
Florida International University (FIU)
Master of Science, Finance
Florida Atlantic University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Investments and Securities, Alumni
US Navy April 2005 - Present
John Hancock Financial Services January 2003 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Emory University - Goizueta Business School 2015 — 2017
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 1999 — 2003
Bachelor of Science (B.S.), Finance, Graduated Magna Cum Laude
John Hancock Financial Services December 1988 - Present
John Hancock Life Insurance Company December 1988 - Present
US Shoe/AmAsia May 1986 - 1988
Education
Fisher College 1984 — 1986
Associate’s Degree, Administrative Assistant and Secretarial Science, General
John Hancock Financial Services February 2015 - Present
Skills
Managerial Finance, Budgets, Forecasting, Financial Reporting, Income Statement, Microsoft Office, Time Management, Management, Start-ups, Payroll, Strategic Planning, Teamwork, Account Reconciliation, Accounting, Recruiting, Analysis, Microsoft Excel, Accounts Payable, Networking, Accounts Receivable, Administration, Business Development, Employee Relations, Financial Statements, Temporary Placement, Leadership, Invoicing, Healthcare, P&L, Human Resources, Sourcing, Interviews, Employee Benefits, Talent Management, Benefits Administration, Customer Service, Microsoft Word
Education
ABC Real Estate
Real Estate License, Real Estate
Fisher College 2004 — 2008
Bachelor’s Degree, Business Administration and Management
Northern Essex Community College 2014 — 2014
Certificate of Human Resources, Certificate of Human Resources
Northern Essex Community College 2014 — 2017
Associate’s Degree, Accounting
Philanthropic Strategies Group April 2011 - Present
The Guardian Life Insurance Company of America November 2010 - June 2012
John Hancock Financial Services 1996 - 1998
John Hancock Financial Services 1996 - 1998
Skills
Insurance, Philanthropic planning, Financial Planning, Investments, Sales, Retirement, Leadership, Financial Services, Life Insurance, Finance, Retirement Planning, Management, Fixed Annuities, Risk Management, Financial Analysis, Disability Insurance, gemology, Retail Jewelry, Diamonds, Colored Gemstones and..., Term Life Insurance, Long-term Care
Education
The American College
CLU, Life Insurance
Thomas Edison State College
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Gemological Institute of America 2005 — 2007
Accredited Jewelry professional, Certificate Diamonds and Diamond Grading, gemology, 2011 GIA Alumni Leadership Award
Texas Christian University
Texas Christian University
President/CEO DRG Insurance & Financial Services, Inc. May 2011 - Present
Cornerstone Financial Services 2000 - 2011
John Hancock Financial Services 1998 - 2000
Skills
Retirement Planning, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Qualified Retirement..., Universal Life, Charitable Gift..., Life Insurance with..., Retirement Educator, Marketing, Financial Services, Small Business, Estate Tax Planning, IRAs, 401k, 401k Rollovers, Strategic Financial..., Indexed Universal Life
Education
Florida Atlantic University 1993 — 1997
Bachelor's Degree, Finance, General
Raytheon February 2013 - Present
Nypro Healthcare October 2011 - February 2013
Sun Life Financial 2009 - 2011
Charles River Laboratories 2007 - 2009
John Hancock Financial Services 2000 - 2007
Skills
Copywriting, Corporate Communications, Internal Communications, Communications Strategy, Executive Coaching, Storytelling, Presentation Coaching, Brand Development, Marketing Communications, Brand Communication, Employee Engagement, Media Relations, Multimedia Project..., Speech Writing, Change Management, Event Planning, Web Content Management, Corporate Branding, Crisis Communications, Social Media, Philanthropy, Executive Communications, Project Execution, Newsletter Publishing, Relationship Cultivation, Team Building, Event Management, Microsoft Office 2007, HTML, Adobe Creative Suite, Visual Presentations, Series 7, Series 63, Series 6, Project Management, Strategic Communications, Newsletters, Communication Training, Strategy, Multimedia, Leadership, Integrated Marketing, Program Management
Education
Emerson College
Communications
University of Miami
BA, French, Telecommunications
Florida Atlantic University August 2012 - Present
John Hancock Financial Services May 2012 - Present
Skills
Research, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Teaching, Microsoft Office, Editing, Microsoft Word
Education
Florida Atlantic University 2014 — 2015
Master's Degree, Accounting
Florida Atlantic University 2012 — 2013
Bachelor's degree, Accounting
John Hancock Financial Services February 2014 - Present
Deloitte FAS November 2007 - February 2014
Middlesex District Attorney's Office October 2005 - July 2007
Massachusetts Attorney General's Office July 2007 - 2007
Gtech Corporation May 2001 - October 2005
Skills
Computer Forensics, Litigation Support, Information Security..., Information Security, Forensic Analysis, IT Audit, CISSP, Vulnerability Assessment, EnCase, Computer Security, Analysis, Fraud, IT Strategy, PCI DSS
Education
Framingham State University 1998 — 2001
North Attleboro High School 1993 — 1997
Boston Financial Data Services April 2015 - Present
MassMutual Financial Group January 2013 - April 2015
The Hartford March 2008 - December 2012
MFS Investment Management March 1998 - February 2008
John Hancock Financial Services September 1993 - March 1998
Skills
Financial Services, 401k, Experienced Business..., Business Analysis, Retirement, Qualified Retirement..., Mutual Funds, Control Accounting, Securities, Information Technology, Microsoft Access, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Support, SharePoint, Facilitation, Elicitation, Pensions, FINRA, Sales, Software Quality..., SDLC, Public Speaking, Financial Reporting, User Acceptance Testing, Systems Analysis
Education
Framingham State University 1991 — 1996
Master's Degree, Business Administration and Management, General
Framingham State University 1985 — 1989
Bachelor's Degree, Economics
John Hancock Financial Services May 2015 - August 2015
XL Catlin June 2014 - August 2014
Skills
Statistics, Time Management, Databases, Management, Microsoft Word, Microsoft Excel, Research, Python, PowerPoint, Microsoft Office, Windows, Calculus, Data Analysis, Property & Casualty..., Reinsurance
Education
Fairfield University 2012 — 2016
Mathematics
Reading Memorial High School 2008 — 2012
Michael Kors May 2015 - Present
Michael Kors November 2014 - May 2015
Michael Kors November 2013 - November 2014
Irish International Immigrant Center August 2013 - November 2013
Disarmament Diplomacy and Humanitarian Action May 2012 - June 2012
Shelter Legal Services January 2012 - June 2012
John Hancock Financial Services July 2010 - December 2010
IJM Consultants / Importers, Ltd. May 2009 - August 2009
Skills
Excel, PowerPoint, Word, Outlook, Mac OSX, WMI, Lotus Notes
Education
Northeastern University 2008 — 2013
Bachelor of Arts (BA), International Affairs
Freie Universität Berlin 2012 — 2012
Interline Brands January 2015 - Present
Florida State University September 2012 - December 2014
McKibbon Hotel Management May 2014 - November 2014
Northwestern Mutual December 2012 - March 2013
SpendforED May 2009 - August 2009
John Hancock Financial Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Managerial Finance, Financial Reporting, Finance, Sales, Logo Design, Licensed Life Insurance..., Annuity Sales, Microsoft Excel, Marketing, Event Planning, Committed to..., Management, Accounting, Microsoft Word, Investments, Leadership, PowerPoint, Time Management, Customer Service
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Coral Reef Senior High
Coral Reef Senior High
CBRE March 2014 - Present
SEC Commercial Realty Group, Inc. 2007 - 2013
David Wood Personnel 2006 - 2007
John Hancock Financial Services 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Microsoft Excel, Tenant, Training, Finance, Process Scheduler, Proposal Writing, Sales, Software Documentation, Accounts Payable, Marketing, Leases, Landlords, Legal Writing, Outlook, Referrals, Accounts Receivable, Project Planning, Property, Construction, Lease Negotiations, Customer Service, Policy
Education
Florida Metropolitan University
Master of Business Administration, International Business
Florda Metropolitan University
Bacholor of Science, Business Administration
John Hancock Financial Services September 2014 - Present
Skills
Data Entry, Data Management, Religious Education, Soccer, Creative Writing, English Literature, Fundraisers, Online Research
Education
Emmanuel College 2009 — 2013
Bachelor's degree, English Wiriting and Literature and Political Science, 3.49
Watertown High School 2005 — 2009
American Family Insurance November 2013 - Present
AT&T January 2009 - June 2010
John Hancock Financial Services October 1993 - January 2001
Skills
Insurance, Sales and..., Public Speaking, Sales Management, Online Advertising, Financial Services, Marketing, College Recruiting
Education
Jones International University 2011 — 2013
Master of Business Administration (M.B.A.), Business
Florida Atlantic University 1980 — 1982
Bachelor's degree, Health/Health Care Administration/Management
Center for Technology November 2012 - Present
Peninsula Components October 2009 - July 2012
IBM March 2009 - September 2009
Caritas Christi Health Care December 2006 - November 2007
John Hancock Financial Services April 2006 - December 2006
Outback Steakhouse May 2005 - January 2006
Conmed Healthcare Management June 2004 - June 2005
Coca-Cola Enterprises December 2003 - May 2004
Internal Revenue Service April 2003 - October 2003
Taylor Woodrow Construction June 2002 - March 2003
Skills
Windows, Microsoft Office, Hardware Support, Software Installation, LAN-WAN, Connectivity, Desktop Computers, Software, Printers, Backup, Active Directory, Altiris Deployment..., CRM, Symantec Antivirus, McAfee Antivirus, Norton Utilities, IBM Tivoli, Peregrine, Clarify Ticketing System, Remedy Ticketing System, Reports, User Documentation, Administrative Functions, Professional Phone...
Education
Center for Technology Training 2012 — 2013
MCITP (Microsoft Certified IT Professional), Windows based Information Technology Administration & Support, N/A
Fitchburg State College 1993 — 1997
Bachelor of Science (B.S.), Sociology Computer Science coursework
John Hancock Life Insurance Company (U.S.A.) June 2010 - Present
John Hancock Financial Services 2013 - 2014
John Hancock Financial Services 2013 - 2014
John Hancock Life Insurance Company (U.S.A.) November 1997 - July 2010
Skills
Requirements Gathering, SDLC
Education
Bachelor's Degree 2004 — 2008
Bachelor of Science (BS), Business Administration and Management
Emmanuel College
Bachelor of Science (B.S.), Business Administration and Management
Manulife Financial January 2015 - Present
John Hancock Financial Services May 2013 - January 2015
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2013
John Hancock Financial Services March 2011 - May 2012
Beacon Hill Staffing Group October 2009 - March 2011
LeapFrog Systems May 2009 - October 2009
Softworld May 2006 - May 2009
Total Technical Services September 2005 - May 2006
Skills
Technical Recruiting, Recruiting, Internet Recruiting, Staffing Services, Temporary Placement, Talent Acquisition, Permanent Placement, Employee Relations, Screening, Interviews, Temporary Staffing, CRM, Applicant Tracking..., Sourcing, Information Technology, Financial Services, Contract Recruitment, Leadership, Benefits Negotiation, SDLC, Human Resources, Social Recruiting, Talent Management, Management, Screening Resumes, Consulting
Education
HCRI 2012 — 2012
PHR, Professional HR Certification
Emmanuel College
Business Administration
Ridgefield High School
City National Bank of Florida March 2015 - Present
City National Bank of Florida July 2013 - March 2015
Norwegian Cruise Line March 2007 - July 2013
John Hancock Financial Services October 2012 - June 2013
Norwegian Cruise Line December 2005 - March 2007
Skills
Hospitality Management, Sales Management, Travel Management, Business Travel, Cruises, Tourism, Leisure Travel, Hospitality, Revenue Analysis, 2-15 Life, Health and..., Series 6, Hospitality Industry, Hotel Management, New Business Development, Business Development, Customer Service, Sales, Event Management, Event Planning, Leadership, Management, Marketing, Finance, PowerPoint, Marketing Strategy, Strategic Planning
Education
University of Miami 2015 — 2015
Project Management Certificate Program, Project Management
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rodriguez Stern PC August 2015 - Present
John Hancock Financial Services May 2014 - August 2015
John Hancock Investments February 2013 - May 2014
Law Office of Craig C. Stern, P.C. October 2011 - May 2014
Cogavin And Waystack April 2009 - October 2011
Skills
Trials, Civil Litigation, Securities, Litigation, Hearings, Workers Compensation, Corporate Law, Trusts, Life Insurance, Investments, Insurance Law, Licensing, Appeals, Due Diligence, Management, Personal Injury..., Campaign Finance, Options Strategies, Lobbying, Corporate Governance
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor (J.D.)
Nichols College 2010 — 2012
Master of Business Administration (M.B.A.)
Framingham State University 2003 — 2007
Bachelor’s Degree, Political Science, Minor in History
Camp Hill High School 1994 — 1999
Big Barn Studios May 2010 - Present
Ned Devines Irish Pub November 2010 - February 2013
John Hancock Financial Services November 2007 - August 2009
John Hancock July 2006 - November 2007
Skills
Social Networking, Social Media, Marketing, Call Centers, Microsoft Office, Customer Service, Microsoft Excel
Education
Franklin Pierce College 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
KGFA Capital Partners LLC May 2004 - Present
Bankers Securities Corp. January 1998 - April 2004
John Hancock Financial Services March 1995 - November 1997
Education
Harvard Business School 2005 — 2005
Exec Ed, Marketing / R.E.
Florida State University 1994 — 1996
B.A., Political Science
Florida International University 1992 — 1994
B.A. / Graduate, B.A. Political Science
Miami Dade College 1990 — 1991
AA, Political Science / International Relations
John Hancock Financial Services Assistant Vice PresidentJohn Hancock Financial Services2015 - Present
Education
Fairfield University 1979 — 1983
John Hancock Financial Services June 2010 - Present
John Hancock Financial Co. January 2007 - June 2010
John Hancock Financial Services 2003 - 2007
John Hancock Financial Services 1999 - 2003
Massachusetts House of Representatives 1995 - 1999
New York State Assembly 1993 - 1995
Skills
Risk Management, Financial Analysis, Process Improvement, Insurance, Project Management, Microsoft Excel, Business Analysis, Finance, Analysis
Education
State University of New York at Albany 1992 — 1995
Master of Arts, Economics, Economics
Fitchburg State University
Bachelor of Science, Economics with minor in Management, Economics
John Hancock Financial Services June 2010 - Present
SUNLIFE FINANCIAL November 2007 - February 2010
SUNLIFE FINANCIAL February 2005 - November 2007
Putnam Investments November 2003 - February 2005
Putnam Investments November 2003 - February 2005
Putnam Investments November 2003 - February 2005
Jones New York Suits January 1999 - January 2002
Jones New York Suits January 1999 - January 2002
Skills
Management, Business Analysis, Project Management, SDLC, Customer Service, Applicant Tracking..., Financial Services, Social Media Marketing, Employee Benefits, Six Sigma
Education
Framingham State University
B.A, Business Administration
Framingham State University
B.A, Business Administration
Framingham State University
John Hancock Financial Services July 2008 - Present
Taste of the City October 2007 - June 2008
Education
Emerson College 1979 — 1981
BS, Business/Organizational Communication
St Joseph's Academy
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services August 1993 - Present
BayBank July 1987 - August 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Investment Advisory, Financial Services, Series 6, Pensions, Series 63, Series 7, Wealth Management, Asset Allocation, Relationship Management, Asset Management
Education
Fitchburg State University 1983 — 1987
Manulife Financial June 2015 - Present
Manulife Financial March 2013 - June 2015
Manulife Financial March 2011 - February 2013
John Hancock Financial Services August 2010 - February 2011
Manulife Financial October 2006 - August 2010
Skills
Actuarial Science, Insurance, Reinsurance, ALM, Life Insurance, Risk Management, Financial Modeling, Financial Risk, VBA, Mergers & Acquisitions
Education
University of Toronto 2003 — 2007
Operations Research
University of Cincinnati 2001 — 2003
Master of Science (MS), Quantitative Analysis
Fudan University 1993 — 2000
Master of Arts (MA), Bachelor of Arts, International Finance
Canal Productions LLC January 2014 - Present
Citi June 2012 - Present
Jimmy Fund Golf Classic - Chicago Area May 2011 - Present
RBS/Charter One CCO Investments April 2008 - June 2012
JP Morgan Chase July 2002 - April 2008
Junior League of Chicago 2005 - 2007
John Hancock Financial Services November 1997 - July 2002
Skills
Wealth Management, Banking, Small Business, Wealth, Investments, Insurance, Strategic Financial..., Asset Managment, Financial Analysis, Series 7, Retirement Planning, 401k, Portfolio Management, Finance, Mutual Funds, Series 63, Financial Advisory, Investment Advisory, Securities, Asset Allocation, Alternative Investments, Asset Management, Equities, Financial Planning, Financial Services, Fixed Annuities, Fixed Income, Investment Strategies, Relationship Management, Retirement, Series 65, Wealth Management..., Loans
Education
Ferris State University
B.S. Finance, Accounting and Finance
Cognizant Technology Solutions 2006 - Present
Cognizant Technology Solutions 2012 - 2014
Cognizant Technology Solutions 2010 - 2012
Cognizant Technology Solutions January 2006 - January 2010
AimNet Solutions (AimNet Solutions was acquired by Cognizant Technology Solutions in 2006) January 2000 - January 2006
JOHN HANCOCK FINANCIAL SERVICES January 1998 - January 2000
DIGITAL EQUIPMENT CORPORATION / COMPAQ COMPUTER CORPORATION January 1983 - January 1998
Digital Equipment Corporation / Compaq Computer Corporation January 1993 - January 1996
Digital Equipment Corporation / Compaq Computer Corporation January 1986 - January 1993
Skills
Process Improvement, Program Management, ITIL, Business Analysis, Project Management, Business Process..., Team Leadership, Service Delivery, Risk Management, Requirements Analysis, Change Management, Six Sigma Green Belt..., ITIL V3 Coursework, Information Mapping, Continuous Improvement, Microsoft Office, SharePoint, Service Activation, Process Design, Analytical Skills, IT Service Management, Structured Documentation, Work Instructions, Standardization, Six Sigma, Integration
Education
The National Graduate School of Quality Management 1995 — 1996
MS, Quality Systems Management
Emmanuel College
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Independent Training
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group January 2013 - February 2014
John Hancock Financial Services November 2010 - November 2011
John Hancock Financial Services May 2009 - November 2010
John Hancock Financial Services September 2006 - May 2009
Sun Life Financial August 2003 - September 2006
Skills
Annuities, Product Marketing, Marketing Strategy, Project Portfolio...
Education
Florida State University 1993 — 1995
Manulife April 2015 - Present
Manulife May 2013 - March 2015
Manulife February 2012 - April 2013
John Hancock Financial Services June 2011 - January 2012
John Hancock Financial Services June 2009 - June 2011
John Hancock Financial Services January 2008 - June 2009
John Hancock Financial Services April 2006 - January 2008
ExecuTrain January 2005 - April 2006
Skills
Project Management, Data Analysis, Vendor Management, HRIS, Microsoft Office, Talent Management, Performance Management, Business Analysis, Leadership, Team Leadership, Team Building, Program Management, Training, Microsoft Excel, Cornerstone OnDemand, SuccessFactors, Workday, Succession Planning
Education
Emerson College 1998 — 2002
BA, Theater Education
Life Insurance and Financial Advisory at New York Life Insurance January 2010 - Present
John Hancock Financial Services June 2008 - October 2010
Maxim Group May 2007 - August 2007
New York City Council January 2007 - June 2007
Vector Marketing 2005 - 2006
Skills
Long-term Care, Retirement Planning, Financial Advisory, Fixed Annuities, Long Term Care Insurance, Investments, Life Insurance, Insurance, Sales, Estate Planning, Retirement Income, Employee Benefits, Finance, Financial Services, Retirement, Risk Management, Wealth, Financial Analysis
Education
Fordham University 2010 — 2013
Master of Business Administration (MBA)
CUNY Queens 2005 — 2008
BA, Economics and Political Science
Queens College 2005 — 2008
B.A., Economics & Political Science
Kaiser Permanente July 2007 - July 2014
Pain Consultants of Atlanta January 2005 - January 2006
Visiting Nurse Health System January 2002 - January 2004
Premier Practice Management January 1997 - January 2002
Northwest National Life January 1987 - January 1997
John Hancock Financial Services January 1978 - January 1984
New York Life Insurance Company January 1975 - January 1977
Private Dentist Pocklington January 1972 - January 1974
Skills
Behavioral Interviewing, Healthcare, Practice Management, Healthcare Information..., Hospitals, Healthcare Consulting, Healthcare Management, Customer Service, Medical Billing, Epic Systems, Process Improvement, Revenue Cycle, Project Management, Leadership, Training, Medical Records, EHR, HIPAA, EMR
Education
Ferris State University 1971 — 1973
Associate of Science (A.S.), Dentistry, 3.8
Port Huron High School
John Hancock Financial Services February 2015 - Present
John Hancock Life Insurance Company (USA) 2010 - April 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - September 2010
John Hancock Life Insurance Company (USA) October 2001 - March 2009
WGBH 1999 - 2005
John Hancock Life Insurance Company (USA) March 1994 - October 2001
John Hancock Life Insurance Company (USA) September 1987 - March 1994
Skills
Fixed Annuities, Insurance, Financial Services, Mutual Funds, Accounting, Investments, Strategic Financial..., Risk Management, Life Insurance, Asset Management, 401k, Financial Analysis, Equities, Portfolio Management, Business Analysis, Finance, Financial Modeling, SDLC, Process Improvement, Business Requirements, Project Management, Microsoft Excel
Education
Emmanuel College 1983 — 1987
BA, Mathematics
Winthrop High 1980 — 1983
John Hancock Financial Services February 2013 - Present
MassMutual Financial Group August 2011 - September 2012
MassMutual Financial Group May 2010 - August 2011
MassMutual Financial Group September 2007 - April 2009
Skills
Mutual Funds, Series 7, Investments, Securities, Equities, Financial Analysis, Project Management, Training Facilitation, Interpersonal Skill, Performance Analysis, Performance Management, Data Analysis, Financial Services, Due Diligence, Process Improvement
Education
Fairfield University 2001 — 2005
B.S., Biology
John Hancock Financial Services January 2000 - Present
John Hancock Financial Services January 1990 - January 2000
Skills
Event Planning, Calendaring, PowerPoint, Event Management, Budgets, Office Management, Marketing, Microsoft Excel, Strategic Planning, Outlook, Nonprofits
Education
Emmanuel College 1992 — 1994
BS, Business
Aquinas 1982 — 1984
AS, Legal Assistant
John Hancock Financial Services April 2013 - Present
Jeunesse Global January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES November 2005 - January 2011
Self-employed Massachusetts Licensed Freelance Court Reporter April 2003 - November 2005
John Hancock January 1998 - April 2003
John Hancock January 1992 - January 1998
John Hancock January 1985 - January 1992
Skills
SDLC, User Acceptance Testing, Business Requirements, Process Improvement, Requirements Gathering, Requirements Analysis, Business Analysis, Quality Assurance, Quality Center, Visio, Vendor Management, SharePoint, Testing, Software Project..., Software Documentation, Release Management, Agile Methodologies, Test Planning, Lotus Notes, ITIL v3 Foundations..., Lean Six Sigma, Global Resource..., Software Quality..., Management, Project Management, Regression Testing, Analysis, Software Development, Leadership
Education
Emmanuel College
Bachelor's Degree, Business Administration and Management, General
New England Court Reporting Institute 1996 — 1998
CSR, Certified Shorthand Reporter
John Hancock Financial Services January 2015 - Present
John Hancock Financial Services May 2012 - January 2015
MetLife October 2009 - December 2011
Atlantic Lab Equipment, LLC January 2006 - October 2009
Skills
Life Insurance, Licensed Life Insurance..., Manage Client..., Series 63, Series 6, Marketing, Public Speaking, Personal Financial..., Financial Services
Education
Emmanuel College 2005 — 2009
Bachelor of Arts (BA), Political Science and Economics
Robert Half Management Resources January 2015 - Present
BNY Mellon January 2010 - May 2014
John Hancock Financial Services December 2004 - January 2009
State Street September 2003 - December 2004
MFS Investment Management January 1998 - September 2003
Skills
Hedge Funds, Fund Administration, Management Consulting, Investment Operations, Financial Reporting, Variance Analysis, Expenses, Fund Accounting, Fund Of Funds, Bloomberg, Mutual Funds, Investments, Securities Lending, Valuation, Middle Office, Back Office, Private Equity, Portfolio Management, Options, Bonds, Derivatives, Corporate Actions, Alternative Investments, Securities, Asset Management, Fixed Income
Education
Fairfield University 1984 — 1989
Bachelor of Science (BS), Finance
University of Bridgeport 1982 — 1984
Marine Biology and Biological Oceanography
Ohio National September 2006 - Present
John Hancock Financial Services July 1989 - September 2006
The MONY Group June 1978 - July 1989
Skills
Fixed Annuities, Retirement, Insurance, Strategic Financial..., Retirement Planning, Life Insurance, Sales, Permanent Life Insurance
Education
Ferris State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Insurance
Ferris State University 1975 — 1979
Associate's degree, Insurance
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2006 - July 2008
John Hancock June 2003 - June 2006
John Hancock Financial Services July 2002 - May 2003
John Hancock Financial Services July 2001 - July 2002
John Hancock Financial Services March 2001 - July 2001
John Hancock Financial Services November 1998 - March 2001
Skills
Financial Analysis, Essbase, Business Analysis, Business Process..., Project Management, Business Process..., Contract Management, Requirements Gathering, OBI, HP Service Manager, Business Objects, Quality Center, Rally, MS Project, Process Improvement, Operational Controls, Process Flow..., Data Validation, Problem Resolution, Staff Development, Effective Communication, IT Outsourcing..., Budgeting and..., Program Management, Vendor Management, Requirements..., User Acceptance Testing, Change Request..., Resource Planning, Virtual Team Leadership, Control-M Enterprise..., Expert Choice, Oracle DRM, SDLC, Agile & Waterfall..., Analysis, Business Process, Management
Education
Fairfield University 1994 — 1998
Bachelor's degree, Computer Information Systems & Accounting
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
John Hancock Financial Services August 2013 - Present
John Hancock Financial Services March 2011 - July 2013
John Hancock Financial Services December 2010 - March 2011
John Hancock Financial Services August 2010 - December 2010
EF Education First August 2009 - July 2010
Pinellas County Schools August 2006 - May 2010
Skills
Training, Leadership, Public Speaking, Process Improvement, Avaya, Strategy, Analysis, IEX Total View, Project Management, Management, Team Building, Staff Development, Deliverables, Budgets, Organizational..., Communication Skills, Articulate Storyline, SharePoint, Blended Learning, Customer Service, PowerPoint, Communication
Education
Emmanuel College 2003 — 2006
Bachelors, English & Secondary Education
University of Southern Maine August 2012 - Present
International Leadership Association January 2014 - Present
University of South Florida January 2012 - August 2012
University of South Florida August 2008 - August 2012
Hillsborough Community College August 2007 - June 2012
University of South Florida October 2008 - December 2011
John Hancock Financial Services August 2004 - September 2008
Skills
Leadership Development, Leadership, Higher Education, Teaching, Curriculum Design, Training, Event Planning, Research, Public Speaking, Student Affairs, Qualitative Research, PowerPoint, Program Development, Academic Advising, Leadership Studies, Staff Development, Microsoft Office, Student Development, Adult Education, SPSS, Admissions, Grant Writing, Curriculum Development, Microsoft Excel, Microsoft Word, Nonprofits, Critical Thinking, Program Management, Program Evaluation, Volunteer Management, Leadership Education, Music, Organizational..., Survey Research, Editing, Team Building, Fundraising, Statistics, Quantitative Research, Quantitative Analysis, Survey Design, University Teaching, Workshop Facilitation, Instructional Design
Education
University of South Florida 2007 — 2011
Ph.D., Curriculum & Instruction (Higher Education Administration/Organizational Leadership & Management)
University of South Florida 2005 — 2007
M.A., Political Science & Public Policy
Florida State University 1998 — 2002
B.S., Communications
Chamberlain high school 1994 — 1998
John Hancock Financial Services August 2015 - Present
John Hancock January 2011 - July 2015
Skills
401k, Retirement Planning, Investments, Series 6, Relationship Management, Series 63, Series 7, Wealth Management, Mutual Funds, Retirement, Fixed Annuities, Securities, Asset Allocation, ERISA, Financial Advisory, Life Insurance
Education
Charlotte Country Day School
Emory and Henry College
BS, Business Management (Finance), Spanish minor
John Hancock Financial Services November 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - November 2013
Wells Fargo Advisors April 2008 - April 2010
Skills
CRPC, Series 7, Series 63, Finance, Investments, Public Speaking, Research, Access, Insurance, Social Media, Financial Modeling, Portfolio Management, PowerPoint, General Securities...
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
John Hancock Financial Services December 2012 - Present
John Hancock Financial Services August 2009 - December 2012
Education
Fitchburg State College 1999 — 2003
MassMutual Financial Group September 2013 - Present
MassMutual Financial Group July 2012 - Present
John Hancock Financial Services September 2011 - June 2012
Skills
Executive Benefit..., Marketing, Process Improvement, Budgets, Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Disability Insurance, Long-term Care, Mutual Funds, Retirement
Education
Florida Institute of Technology
John Hancock Life Insurance Company (U.S.A.) April 2002 - Present
John Hancock Financial Services 2002 - Present
John Hancock Financial Services 2002 - 2015
Skills
Mutual Funds, 401k, Retirement, Defined Benefit, Relationship Management, Series 6, Life Insurance, Series 24, ERISA, Fixed Annuities
Education
Fullerton College
Loara High School
Citizens Financial Group, Inc. May 2015 - Present
Pena Madridsta Boston March 2014 - Present
Citizens Financial Group, Inc. February 2014 - November 2014
John Hancock Financial Services October 2011 - June 2013
Wells Fargo May 2011 - September 2011
Tufts Health Plan January 2011 - April 2011
State Street February 2010 - March 2010
State Street June 2008 - July 2009
Fisher College September 2007 - December 2007
Skills
Customer Service, Call Centers, Microsoft Excel, Microsoft Office, Software Documentation, PowerPoint, Office Management, Long Term Care Insurance, Office Administration, Data Entry, Microsoft Word, Outlook, Teamwork, Time Management, Insurance, Clerical Skills, General Office Duties, Claim Analysis, Call Center, FileNet, Remedy, Technical Issues, RACF, Rumba, SharePoint, Binders, Sorting, LifePro, Scanners, FileMaker, Highly detail oriented, Project Delivery, Citrix, Mainframe, Validation, Oracle E-Business Suite, Event Planning
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management
Fisher College 2004 — 2008
Bachelor of Science (BS), Business Management
Malden Catholic High School 2000 — 2004
High School Diploma
Manulife Financial Investment Systems March 2009 - Present
Manulife Financial Investment Systems April 2004 - March 2009
Manulife Financial Investment Systems January 2005 - January 2007
John Hancock Financial Services August 2000 - April 2004
Accounting System August 1998 - August 2000
Education
Emmanuel College
Bachelor of Arts
State of NH, Dept of Info Technology July 2001 - Present
John Hancock Financial Services January 1997 - July 2001
Chubb Life April 1993 - January 1997
Skills
Systems Analysis, Production...
Education
Franklin Pierce College 1987 — 1990
Bachelor of Science (BS), Financial Management
American College, Chartered LIfe Underwriter (CLU)
Providence Autos December 1997 - Present
Nolt Jeep Eagle February 1983 - November 1997
John Hancock Financial Services July 1978 - 1980
Education
Pequea Valley High School 1966 — 1972
Franklin & Marshall College
Associate's degree, Business/Managerial Economics
John Hancock Financial Services July 2011 - Present
Ernst & Young August 2004 - July 2011
MFS Investment Management October 1997 - August 2004
Skills
CPA
Education
Fairfield University 1990 — 1994
BA Economics
Suffolk University 2000 — 2003
Master of Business Administration (MBA)
Marsh & McLennan Companies, Inc. June 2008 - Present
BJ's Wholesale Club 2007 - 2008
IBM July 2003 - July 2005
John Hancock Financial Services 1984 - 2004
John Hancock Financial Services September 1984 - July 2003
Skills
Production Acceptance -..., IBM Mainframe, JCL, Netbackup, CA Unicentre, CA Unicenter NSM, CA Spectrum, CA AutoSys / Workload..., IBM Tivoli, IBM Endpoint Manager -..., ILO, vSphere, Microsoft Office, Windows Server, IBM Manage Now - Change..., Oracle CRM, Lotus Notes, Change Management, Problem Management, IT Operations, Data Center, Project Management, Project Coordination, Leading Meetings, AlertSite - SmartBear, Citrix, IBM ASF, IBM Tivoli Workload..., IBM Netview, Peregrine, xMatters Communication..., Visio, SDLC, Disaster Recovery, ITIL, Active Directory, Vendor Management, IT Management, IT Service Management, IT Strategy, Business Analysis, VMware, VMware ESX, VMware vSphere, Security Patch...
Education
Fisher College
Computer Management Information Systems, Computer and Information Sciences and Support Services
Northeastern University
Computer and Information Sciences and Support Services
Central New England College
Computer Programming, Computer/Information Technology Administration and Management
John Hancock Financial Services October 2000 - Present
Education
Framingham State College
Finance, General
Mercer February 2012 - Present
Mercer March 2008 - February 2012
John Hancock Financial Services March 2005 - December 2005
Fidelity Investments January 2001 - November 2004
Skills
Series 7, Series 63, HIPAA, Process Improvement, Training, Human Resources, Microsoft Office
Education
Framingham State College
Bachelor of Science (B.S.), Business Administration. concentration in Accounting
Singleton Financial Group October 2010 - Present
Self-employed November 2007 - Present
John Hancock Financial Services November 1997 - February 2004
Education
Newton North High School 1989 — 1992
Emmanuel College
Business Administration and Management, General
John Hancock Life Insurancy Company (USA) 2013 - Present
John Hancock Financial Services 2002 - 2013
Skills
Accounting, Account Reconciliation, Internal Controls, Financial Analysis, Financial Reporting, Finance, Auditing, Sarbanes-Oxley Act, Fixed Income, Process Improvement, Analysis
Education
Fisher College
Associate's degree, Accounting
Suffolk University
Bachelor of Science (BS), Accounting
John Hancock Financial Services September 2013 - Present
Skills
Excel, MS Word,...
Education
Emmanuel College 2009 — 2013
Bachelor's of Science, Business Administration, 3.75