John Hancock Financial Services
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
John Hancock Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
John Hancock Financial Services Salaries. You can even request information on how much does John Hancock Financial Services pay if you want to. Learn about salaries, pros and cons of working for John Hancock Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,015 John Hancock Financial Services employees in database. Find out everything there's to know about John Hancock Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
John Hancock Financial Services Employees
D’Amore-McKim School of Business at Northeastern University June 2015 - Present
Jewish Community Housing for the Elderly September 2014 - June 2015
Rue La La October 2013 - September 2014
Hunt Alternatives Fund January 2013 - October 2013
Hunt Alternatives Fund December 2011 - January 2013
Charles Group Consulting January 2011 - May 2011
Gita Group June 2009 - September 2009
John Hancock Financial Services June 2008 - December 2008
David Tutera April 2006 - July 2006
Skills
Public Relations, Nonprofits, Event Planning, Social Media, Editing, Public Speaking, Marketing, Customer Service, Politics, Marketing Communications, Media Relations, PowerPoint, Government, Policy, Strategic Communications, Management, Writing
Education
Rye Neck
Rye Neck
Northeastern University
B.A., Communications, Public Advocacy and Rhetoric
Institut catholique de Paris
Study Abroad, French & Art History
East Greenbush Central Schools Administrative AssistantJohn Hancock Financial ServicesMay 1998 - February 2000
Group Nine Financial Services May 1997 - April 1998
John Hancock Financial Services August 1987 - February 1997
Skills
Computer literate,..., Microsoft Office, Recruiting, Human Resources, Leadership, Customer Service, Microsoft Excel, Management
Education
Hudson Valley Community College
Associate of Arts and Sciences (AAS), Executive Secretarial
Life Office Management Association (LOMA)
ACS Foundations of Customer Service, Insurance
John Hancock Financial Services April 2015 - Present
Sun Life Investment Management August 2013 - April 2015
uConnect, Inc. June 2012 - August 2013
Wells Fargo Securities March 2010 - June 2012
Wells Fargo Securities August 2008 - March 2010
FTI Consulting Inc. June 2006 - July 2008
Bear Stearns Co. Inc. May 2005 - August 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA
Level II Candidate in the CFA Program
Silver Lake Regional High School 1998 — 2002
Allstate Financial June 2009 - October 2014
John Hancock Financial Services October 2003 - April 2009
American Express Financial Advisors January 2002 - October 2003
Skills
Series 7, Series 63, Series 65, Series 24, Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Life Insurance, FINRA, Wealth Accumulation, Asset Allocation, Securities
Education
Henderson State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
McCrory High School
ApolloMD August 2015 - Present
CMR Institute February 2014 - June 2015
Valley Financial Solutions 2011 - 2014
Eagle Hospital Physicians 2007 - 2011
John Hancock Financial Services 2003 - 2007
Skills
Public Speaking, Leadership Development, Teaching, Healthcare, Organizational..., Research, Staff Development, Coaching, Training, Team Building, Managed Care, PowerPoint, Strategic Planning, Business Development, Marketing, Recruiting
Education
Virginia Polytechnic Institute and State University
Bachelor's Degree, psychology
Hollins University
Master's Degree, pending thesis
CollegeBoard
Advanced Education Designation for Secondary AP
Cave Spring High School
Guggenheim Investments November 2011 - Present
Guggenheim Investments July 2010 - December 2011
John Hancock Financial Services July 2009 - July 2010
General Equity Real Estate Capital May 2008 - July 2009
Skills
Investment Management, Portfolio Management, Equities, Fixed Income, Structured Products, Capital Markets, Alternative Assets, Alternative Investment..., ETFs, Mutual Funds, Variable Insurance..., Closed-end Funds, Defined Contribution..., Business Development, Investment Sales
Education
Indiana University - Kelley School of Business 2004 — 2007
B.S., Business Economics and Public Policy
Indiana University Bloomington 2003 — 2004
John Hancock Financial Services April 2006 - Present
John Hancock Financial Services April 2003 - April 2006
Somerville-Cambridge Elder Services 2001 - April 2003
Skills
Long Term Care Insurance, Elder Care, Alzheimer's disease, Quality Assurance, Long-term Care, Process Improvement, Data Analysis, Program Management, Leadership, Insurance, Claim, Team Building, Employee Benefits, Fundraising, Training, Community Outreach, Public Speaking, Healthcare, Social Media, Management
Education
Simmons College 1997 — 1999
Master of Social Work (MSW), Social Work
Ithaca College 1991 — 1995
Bachelor's degree, Psychology
John Hancock Financial Services September 2014 - Present
MEDITECH March 2013 - September 2014
Expeditors August 2012 - March 2013
Rockingham Memorial Hospital Wellness Center March 2012 - May 2012
Overcoming Barriers September 2011 - November 2011
Forever 21 May 2009 - August 2011
Yellow Jackets Too! May 2009 - August 2010
TJ Maxx October 2006 - August 2008
YMCA of the North Shore August 2004 - June 2005
Skills
Microsoft Office, SPSS, Mac OS X, Health, PowerPoint, Word, Excel
Education
James Madison University 2008 — 2012
B.S., Public Health Education, Substance Abuse Intervention, Senior
GE Power & Water 2014 - Present
John Hancock Financial Services January 2013 - July 2013
CRCC Asia May 2012 - August 2012
Apollo Theater Foundation, Inc. June 2009 - August 2009
Skills
Project Management, Program Management, Visio, Risk Management, Analysis, Business Analysis, SDLC, PMO, Requirements Gathering, Project Portfolio..., MS Project, Business Requirements, Finance
Education
Northeastern University 2010 — 2014
Cum Laude in Bachelor of Business Administration (B.B.A.), Finance, minor in music
Institut catholique de Paris 2011 — 2012
French Language and Culture, French Language and Literature
Brooklyn Technical High school 2006 — 2010
Mathematics
Pricing Recruiters February 2011 - Present
John Hancock Financial Services September 2006 - March 2011
Dunkin' Brands September 2004 - August 2006
Dunkin' Brands March 2001 - September 2004
Skills
Client Aquisition, New Business Development, Sales Presentations, Workforce Management, Pricing Strategy, Price Elasticity, Price Optimization, Demand Planning, Marketing
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA), General Sales, Merchandising and Related Marketing Operations
University of New Haven 1996 — 2000
Bachelor of Arts (BA), Marketing
Back Office Support Service January 2013 - Present
Back Office Support Service September 2005 - Present
Back Office Support Service June 2001 - August 2005
John Hancock Financial Services May 1997 - October 2000
Skills
Investments, Account Management, Customer Satisfaction, Financial Services, Data Conversion, Business Analysis, Relationship Management, Process Improvement, Asset Allocation
Education
Illinois State University 1992 — 1996
Bachelor of Science (B.S.), General Finance and Financial Accounting
John Hancock Financial Services 2013 - 2014
Skills
Retirement Planning
Education
Indiana Wesleyan University 2009 — 2013
Bachelor's Degree, Finance
Clear Reporting 2014 - Present
John Hancock Financial Services 2001 - 2010
Deutsche Bank 2000 - 2001
State Street Bank 1999 - 2000
Skills
Operations Management, Project Planning, Vendor Management, Contract Negotiation, Financial Services, Financial Reporting, Analytics, Investments, Mutual Funds, Retirement Planning, Insurance, Wealth Management, Writing, Public Speaking, Microsoft Office, Data Warehousing, Compliance, Bloomberg, Morningstar, Securities, Project Management, Team Management, Asset Management, Microsoft Excel, Financial Analysis
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Buckingham Browne and Nichols 1981 — 1994
John Hancock Financial Services November 2011 - Present
Manulife Financial January 2005 - November 2011
Smarttrack plc August 1998 - October 2000
Skills
Integration, Disaster Recovery, Program Management, PMO, C++, ITIL, VMware, Project Management, Change Management, PMP, Business Analysis, SDLC, VDI, Analysis, Project Portfolio..., Service Delivery, Training, Routers, Switches, Testing, Management, User Acceptance Testing, Vendor Management, Visio
Education
Project Management Institute 2010 — 2011
McMaster University 2008 — 2011
Masters Certificate
MCSE
Microsoft Certified Systems Engineer
Imperial College London 1993 — 1996
B Eng (Hons)
Marsh & McLennan Companies May 2015 - Present
Greater New York Insurance Companies November 2014 - April 2015
John Hancock Financial Services January 2013 - June 2013
John Hancock Financial Services January 2012 - June 2012
Phi Delta Theta Fraternity February 2011 - December 2011
Massachusetts Institute of Technology January 2011 - June 2011
KPMG Vietnam & Cambodia Ltd June 2010 - August 2010
Education
Harvard Extension School 2014 — 2016
Strategic Management
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration (BSBA)
John Hancock Investments March 2015 - Present
Fidelity Investments February 2013 - December 2014
EMD Millipore October 2011 - July 2012
Health Dialog August 2007 - September 2011
Fidelity Investments 2006 - 2007
Wyeth Biotech 2005 - 2007
YBP Library Services 2004 - 2005
Manulife Financial 2003 - 2004
Putnam Investments 2000 - 2002
John Hancock Financial Services 1999 - 2000
Skills
Project Management, Change Management, SDLC, Program Management, Business Analysis, Process Improvement, Cross-functional Team..., IT Strategy, Integration, Software Documentation, Strategy, PMO, Budgets, Agile Methodologies, Management, Requirements Analysis, Vendor Management, PMP, Leadership, Quality Assurance, Software Project..., SharePoint, Team Leadership, Business Intelligence, MS Project, Visio, Risk Management, Software Development
Education
Providence College 1991 — 1993
MBA, International Business
Georgetown University 1984 — 1987
Bachelor of Science (B.S.), International Politics
Hopkins School
Seeking Employment April 2015 - Present
TD July 2013 - May 2015
United Way of Greater Toronto 2014 - 2015
John Hancock Financial Services May 2012 - July 2013
United Way Toronto 2012 - 2013
Manulife Financial June 2004 - May 2012
Skills
Fundraising, Leadership, Public Speaking, Time Management, Coaching, Customer Service, Strategic Planning, Event Management, Project Management, Project Planning, Training, Workshop Facilitation, Management, Non-profits, Volunteer Management, Leadership Development, Process Improvement, Training Delivery, Nonprofits, Data Analysis, Employee Training, Microsoft Office, Teaching, Hands-on Training, Project Coordination, Adult Education, Program Development, Relationship Management, Communication Skills, Communication, Document Drafting, Document Review, Document Management, Critical Thinking, Program Evaluation, Organizational..., Organization Skills
Education
University of Guelph 2002 — 2006
BA, Psychology
Southern Cross University 2007 — 2007
DipEd, Education
George Brown College 2010 — 2011
Certificate, Event and Meeting Management
Ontario College of Teachers 2008 — 2010
DipEd, Education
Oxford Seminars 2008 — 2008
TESOL/TESL, Education
Merrill Lynch June 2015 - Present
John Hancock Financial Services May 2014 - Present
Starboard Capital Partners January 2014 - January 2014
Manhattan Labs June 2013 - August 2013
RFGAssociates May 2012 - August 2012
The Inn at Newtown June 2011 - January 2012
Chris Symes Landscaping LLC June 2011 - August 2011
Skills
Proficient in written..., Microsoft Office Suite, Excellent writing,..., Project Oversight
Education
Gettysburg College 2011 — 2015
Bachelor’s Degree, Economics, Spanish, Business
International University Seville 2013 — 2013
Spanish, Economics
PwC July 2012 - August 2013
John Hancock Financial Services June 2011 - May 2012
TJX June 2010 - December 2010
MIT July 2009 - September 2009
Skills
IT Audit, Audit, Visio, Excel, PowerPoint, Security, Lotus Notes, SharePoint, Microsoft Excel, Auditing, Analysis, Access, SDLC, Databases, Tax, Financial Modeling, Finance, Financial Analysis, Accounting
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance, GPA 3.6 (out of 4.0)
American International School of Bucharest (AISB) 2006 — 2007
High School Diploma
St. Paul's School (London, UK) 2005 — 2006
AS Levels
John Hancock Financial Services September 2015 - Present
Eliot Community Human Services September 2014 - Present
Loehr Training and Consulting, LLC 2002 - September 2014
Derivatives Trader 1996 - 2002
Susquehanna International Group 1990 - 1996
Skills
Instructor-led Training, Equities, Risk Management, Instructional Design, Technical Training, Curriculum Development, Presentation Development, Securities, Investments, Curriculum Design, Experienced Trainer, Sales Presentations, Presenter, Writing, Financial Markets, Derivatives, Employee Training, Hands-on Training, Teacher Training, Coaching, Webcasting, Project Management, Workshop Facilitation, Training, customer service, Leadership, Team Building, Content Development, Content Writing, Content Management, Options
Education
The John Marshall Law School 1991 — 1995
JD, Law
Pepperdine University School of Law 1989 — 1990
Illinois State University 1984 — 1989
Bachelor of Science, Political Science
John Hancock Financial Services 2013 - Present
John Hancock Financial Services 2013 - Present
Investors Capital August 2002 - March 2012
Skills
Series 7, Series 6, Series 63, series 66, Life & Health Insurance..., Series 24, Mutual Funds, Recruiting, RIAs, Executive Managment, Strategic Partnerships, Institutional Sales, Variable Annuities, Alternative Investments, Sales Management, Sales Operations, Government, Retirement Planning, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, FINRA, Fixed Annuities, Financial Services, Financial Advisory, Financial Planning, Asset Management, Investments
Education
Georgetown University 2011 — 2011
Behavioral Finance, Taxation and Technology
The University of Chicago - Booth School of Business 2010 — 2010
Executive Leadership
Stanford Business School 2008 — 2008
Organizational Leadership
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Finance
Northeastern University 1991 — 1996
B.S
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
Passion Capital January 2014 - August 2014
Northeastern University August 2011 - December 2013
Amazon Web Services January 2013 - June 2013
John Hancock Financial Services January 2012 - July 2012
The Huntington News October 2010 - March 2012
Skills
French, English, Bloomberg, Economics, Management, Stata, Research, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg Terminal, Microsoft Word, Public Speaking, Statistics
Education
Northeastern University 2010 — 2015
Bachelor of Science, Economics
International School of Brussels 2008 — 2010
International Baccalaureate Diploma, High School Degree
Anglo-American School of Moscow 2004 — 2008
Honors Courses
John Hancock Financial Services June 2010 - Present
John Hancock Financial Services July 2006 - June 2010
John Hancock Financial Services February 2001 - July 2006
Arthur Anderson, Business Consulting June 1998 - February 2001
AEGON USA February 1991 - June 1998
Skills
Investments, 401k, Mutual Funds, Business Analysis, Vendor Management, Process Improvement, Risk Management, Retirement, Business Process..., FINRA, Fixed Annuities, Business Relationship..., Equities, Operations Management, Sales Operations, Series 63, Series 6, Financial Services, CRM, Finance, Insurance, Strategy, Wealth Management, Retirement Planning, Mergers & Acquisitions, Relationship Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
Master of Business Administration (M.B.A.), concentrations in Finance and Accounting
Indiana University Bloomington 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Finance
Manulife Financial January 2013 - Present
John Hancock August 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2011
John Hancock Financial Services 2001 - 2003
JPMorgan Chase 1990 - 2000
Skills
French, Serbo-Croatian, German, Spanish, Russian
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA
The University of Chicago 1981 — 1985
BA, Economics
Gridco Systems December 2013 - Present
Ambient Corporation October 2013 - December 2013
Ambient Corporation January 2012 - September 2013
Dedham Farmer's Market April 2009 - March 2012
Independent Consultant December 2007 - December 2011
Iron Mountain September 2009 - January 2010
athenahealth March 2006 - November 2007
Novacel October 2004 - March 2006
Boston Lyric Opera June 2001 - December 2001
John Hancock Financial Services September 1999 - June 2001
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Event Management, Online Marketing, White Papers, Newsletters, Lead Generation, Messaging, Webinars, Integrated Marketing, Web Content Management, Google Analytics, Online Advertising, Social Networking, Fundraising, Social Media, Start-ups, Smart Grid, Sustainability, Product Marketing, Budgets, Strategic Planning, Competitive Analysis, SEO, Corporate Communications, Marketing, Salesforce.com, Leadership, Strategic Communications, Analytics, Management, Business Strategy, Public Relations, Press Releases
Education
Harvard University 2008 — 2014
ALM, Sustainability and Environmental Management, GPA: 3.6
Northeastern University 1997 — 2002
BSBA, Finance, GPA: 3.0
Brookline High School 1992 — 1996
EnerNOC July 2014 - Present
Bullhorn January 2013 - July 2014
Mystery Gift Machine June 2012 - December 2012
Fiksu January 2011 - May 2012
GradeBeam.com June 2009 - November 2010
Hyde Park Angels June 2009 - September 2009
John Hancock Financial Services July 2006 - June 2008
Tufts Hockey Club September 2003 - May 2008
Skills
Product Management, Start-ups, Cross-functional Team..., Entrepreneurship, Product Marketing, User Experience, User Interface Design, Agile Methodologies, Data Analysis, Mobile Applications, Investments, Marketing Strategy, Lean Startup, Social Media, Analytics, Venture Capital, Market Research, Mobile Advertising
Education
The University of Chicago - Booth School of Business 2008 — 2010
International MBA, Finance, Entrepreneurship, Strategic Management
Tufts University 2002 — 2006
B.A., Majors: Economics, International Relations, Spanish
Instituto Tecnológico Autónomo de México 2010 — 2010
Universidad Autónoma de Madrid 2004 — 2005
Gerald F Costanza, Consultant December 2006 - Present
John Hancock Financial Services 2000 - 2006
Skills
Business Analysis, Financial Analysis, Analysis, Project Management, Finance, Strategic Financial..., Financial Reporting, Budgets, Project Planning, Financial Services, Mergers, Business Intelligence, Recruiting, Financial Planning
Education
Harvard University 1993 — 1994
Finance & Technology
Trinity College-Hartford 1990 — 1991
Graduate Study in Economics
Saint Bonaventure University
BBA, Finance & Accounting
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services August 2013 - July 2015
United States Air Force March 2012 - August 2013
United States Air Force February 2008 - March 2012
United States Air Force September 2009 - August 2010
United States Air Force May 2007 - February 2008
Skills
Military, Project Planning, Process Improvement, Operations Management, Project Management, Operational Planning, DoD, Risk Management, Team Leadership, Cross-functional Team..., Program Management, Security Clearance, Six Sigma, Earned Value Management, Organizational..., Leadership, Microsoft Office, MS Project, Scheduling Management, Procurement, Top Secret, Finance, Contract Negotiation, Logistics, Accounting, Contract Management, Budget Estimating, Technology, Project Assurance, Video Editing, Computer Graphics Design, Microsoft Word, Microsoft Excel, PowerPoint, Job Scheduling, Event Planning, Events Coordination, Operations Process..., Business Process..., Business Process Mapping, Problem Solving, Communication Skills, Presentations, Critical Thinking, Information Technology, Web Design, SQL, IT Project & Program..., PMP, Life Insurance
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Accounting, Operations Management, Economics, 3.72
Western Carolina University
Master of Project Management, Project Management, 4.0
MFS Investment Management July 2015 - Present
F-Squared Capital, LLC. February 2014 - July 2015
The Partnership, Inc. April 2013 - February 2014
John Hancock Financial Services September 2011 - April 2013
John Hancock Distributors, LLC January 2008 - April 2013
John Hancock Financial Services October 2007 - September 2011
John Hancock Financial Services August 1991 - September 2007
Colonial Investment Services January 1985 - July 1991
Skills
Mutual Funds, Investments, Sales, Annuity Sales, Relationship Management, Marketing, Series 63, Series 6, Life & Health Insurance..., Coaching, Career Strategist, Financial Services, Management, Rollovers, National Accounts, Community Service, Volunteering, Series 65, Series 24, Wealth Management, Series 7, Fixed Annuities, FINRA, Leadership, CRM, 401k, Asset Allocation, Securities, Investment Advisory, Alternative Investments, Uniform Combined State..., Investment Strategies, Life Insurance
Education
The Securities Industry Institute, Wharton School of the University of Pennsylvania
Completed three-year executive development program to broaden industry knowledge
Harvard University
Completed “Managing People for Maximize Performance” executive training
University of Massachusetts Boston
Bachelor of Applied Science (B.A.Sc.), Sociology
John Hancock Financial Services May 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
University of Massachusetts Amherst September 2011 - June 2012
Temple Chayai Shalom July 2011 - August 2011
Skills
Statistics, Economics, Stata, Data Analysis, PowerPoint, Facebook, Access, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Event Planning, Public Speaking, Minitab, Customer Service, Teaching, Market Research, Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (B.S.), Resource Economics
University of Massachusetts, Amherst 2009 — 2013
Travelers April 2012 - Present
Bradley J. Freburg & Associates, Inc. June 1999 - May 2012
Nationwide Insurance-Pinkerton Agency December 1994 - June 1999
John Hancock Financial Services March 1993 - December 1994
Skills
Sales Management, Property & Casualty..., Marketing Strategy, Cold Calling, Commercial Insurance, Legal Liability, General Insurance, Workers Compensation, Liability, Underwriting, Disability Insurance, Insurance, Health Insurance, Casualty, Professional Liability, Life Insurance, Sales, Claims Management, Fixed Annuities, Account Management, Leadership, Business Development, New Business Development, Building Relationships, Management, Commercial Lines, Marketing, Umbrella Insurance, Risk Management, Brokers, Inland Marine, D, Employment Practices..., Claim, Surety Bonds, Homeowners, Customer Retention, Finance, Accident, Licensed Property, Liability Analysis, Sales Presentations, Team Building, Excess, Training, Executive Management, Financial Services, D&O, Directors & Officers..., Term Life Insurance
Education
Illinois State University 1988 — 1992
B.S., Finance and International Business
University of South Florida - College of Business Administration
Accounting
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
John Hancock Financial Services office assistantUniversity of MassachusettsSeptember 2011 - May 2014
Great Bay Community College September 2010 - May 2011
Skills
Microsoft Office, Inter-personal, Communication, Organization, Listening to customers, Quantitative, Writing, Critical Thinking, Research, Social Media, Social Networking, Time Management, SPSS
Education
University of Massachusetts Lowell 2011 — 2014
Bachelor's degree, International Business, Economics and Sociology
Great Bay Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
BuysideFX May 2014 - Present
Performance Equity Management, LLC September 2013 - April 2014
Fidelity Investments May 2012 - May 2013
John Hancock Financial Services September 2009 - February 2012
Mangal Keshav Securities Ltd February 2008 - March 2009
Performance Equity Management, LLC December 2005 - August 2007
State Street November 2004 - June 2006
State Street Corporation February 2004 - October 2004
SKG Inc November 2000 - February 2004
KPMG Consulting October 1997 - October 2000
Skills
Fixed Income, Capital Markets, Finance, Investments, Derivatives, Custom Software, Consulting
Education
The University of Akron 1994 — 1995
M. S., Chemical Engineering
Indian Institute of Technology, Kharagpur 1988 — 1993
B. Tech, Chemical Engineering
Kendriya Vidyalaya 1976 — 1988
Fort Williams
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
Anthem, Inc. August 1999 - Present
WellPoint July 1991 - August 1999
John Hancock Financial Services 1988 - 1991
Massachusetts Department of Public Welfare 1985 - 1988
Medicaid 1984 - 1985
NYC Department of Human Resources 1983 - 1985
Skills
Project Facilitation, Program Management, Strategic Planning, Insurance, Business Analysis, Risk Management, Change Management, Policy, Vendor Management, Process Improvement, Business Continuity..., Healthcare, Analysis, Business Continuity, Disaster Recovery, Crisis Management, Thought Leadership, Project Portfolio..., Policy Analysis, Management Consulting, Team Leadership
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
Masters in Public Policy, Health Policy
Syracuse University 1977 — 1981
AB, Political Science
Cisco Systems June 2013 - Present
Cisco February 2010 - May 2013
Alkermes October 2007 - February 2010
Palladium/Balanced Scorecard Collaborative June 2000 - October 2007
Watson Wyatt June 1998 - June 2000
John Hancock Financial Services June 1995 - June 1997
Education
University of Pennsylvania 2007 — 2010
Doctorate
Harvard University
Executive Education Program
Weatherhead School of Management at Case Western Reserve University 2004 — 2006
Masters
Northeastern University 1994 — 1998
B.S.
Converse February 2015 - Present
John Hancock Financial Services July 2014 - October 2014
University of Massachusetts Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2013 - May 2014
Minutemen Equity Fund September 2012 - December 2013
J.P. Morgan June 2013 - August 2013
State Street January 2013 - May 2013
University of Massachusetts Amherst September 2010 - December 2012
Stelios Pizza May 2008 - September 2012
Persy’s Place, Breakfast and Lunch Restaurant March 2008 - September 2012
Skills
PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Research, Social Media, Public Speaking, Teamwork, Customer Service, Social Networking, Microsoft Word, Leadership, Analysis, Time Management, Management
Education
Commonwealth Honors College, Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Massachusetts 2010 — 2014
Bachelor of Business Administration (BBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Finance, 3.87, Magna Cum Laude
Mashpee High School 2006 — 2010
Graduated 4th in the Class
Kyriba May 2015 - Present
John Hancock Financial Services August 2014 - April 2015
John Hancock Financial Services December 2013 - July 2014
Boston Scientific July 2012 - November 2013
Boston Scientific Corporation July 2011 - July 2012
Boston Scientific Corporation January 2011 - June 2011
Boston Scientific Corporation July 2010 - December 2010
Fine Management & Accounting Corporation March 2009 - May 2009
Arirang, The Korea International Broadcasting December 2008 - February 2009
Skills
Financial Reporting, Internal Audit, Microsoft Excel, Project Management, CPA, Cash Flow, Problem Solving, IT Solutions, Quantum, Lean Business Processes, Technological Innovation, Databases, Data Analysis, Essbase
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Accounting and Technology Management, 3.7
Hardee's IcePlex April 2004 - Present
USA Mortgage 2002 - 2003
Habanero 1998 - 2002
Look Media 1997 - 1998
HitCom 1994 - 1997
The ClubHouse of Clayton 1993 - 1994
RT Jones Capital Equities 1992 - 1993
Pauli & Company 1990 - 1992
Scudder Stevens & Clark - Scudder Investments 1986 - 1990
John Hancock Financial Services 1984 - 1986
Skills
Sports Marketing, New Business Development, Sports Management, Ticket Sales, Sports, Photography, Baseball, Budgets, Event Planning, Event Management, Management Consulting, Food Service, Food & Beverage, Food Preparation, Small Business, Coordination, Cooking, Coordinating Events, Coaching, Sports Coaching, Microsoft Office, Microsoft Excel, Social Media, Sponsorship, Public Relations, Marketing Communications, Strategic Partnerships, Hockey, Business Development, Fundraising, Leadership, Customer Service, Sales, Marketing Strategy, Scouting, Social Networking
Education
Hartwick College 1980 — 1984
ba, history, political science
MICDS 1972 — 1980
St. Louis Country Day 1972 — 1980
Rossman 1968 — 1974
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services May 2010 - March 2014
John Hancock Financial Services October 2004 - July 2008
John Hancock Financial Services June 2002 - October 2004
John Hancock Financial Services July 2001 - June 2002
John Hancock Financial Services October 2000 - June 2002
John Hancock Financial Services December 1999 - October 2000
Skills
Transactional Print, Vendor Management, People Management, Staff Development, Leadership, Variable Annuities, Fixed Annuities
Education
Ithaca College 1995 — 1999
Bachelor’s Degree, Major: Speech Communication with concentration in Interpersonal Communication Minor: Psychology, 3.832 Graduated Magna Cum Laude Consistently on Dean's List
Northeastern University September 2014 - Present
John Hancock Financial Services May 2015 - August 2015
BNY Mellon November 2012 - September 2014
State Street February 2008 - November 2012
State Street September 2009 - November 2011
State Street February 2008 - July 2009
Odwalla Inc August 2007 - February 2008
Harvard University June 2006 - August 2007
Peak Performance Lacrosse Camp July 2002 - July 2007
Skills
Outlook, Business Analysis, Management, Customer Service, Private Banking, Bloomberg Terminal, Accruals, Due Diligence, Microsoft Excel, Asset Management, Bloomberg, Financial Analysis, Foreign Exchange, Research, ETFs, Swaps, Funding, Fund Accounting, Bonds, Trading, Financial Services, Derivatives, Equities, Securities, Mutual Funds, Fixed Income, Investments, Accounting, Finance, Microsoft Office, Data Analysis, Banking, Strategic Planning, Analysis
Education
Northeastern University
JD/MBA
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), History
Lincoln-Sudbury Regional High School 1999 — 2003
John Hancock Financial Services January 2015 - June 2015
Bicon Dental Implants January 2013 - June 2013
Cisco Systems June 2010 - July 2010
Skills
Leadership, Time Management, PowerPoint, Microsoft Excel, Customer Service, Social Media, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Social Networking, Research, Social Media Marketing, Taleo, LinkedIn Recruiter, SharePoint
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Major in Psychology, Minor in Business Administration, Senior
International School of Brussels 2009 — 2011
High School
International College of Spain 2006 — 2009
High School
Caledonia Village Council January 2011 - November 2013
Fidelity Investments July 2000 - October 2008
John Hancock Financial Services November 1997 - June 2000
Skills
Microsoft Office, Strategic Planning, Project Management, Financial Analysis, Business Analysis, Process Improvement, Risk Management, Microsoft Excel, Management, Analysis
Education
Northeastern University School of Law 1994 — 1997
Juris Doctor, Law
Grand Valley State University 1990 — 1994
Bachelor of Science (B.S.), Biology, General
Radius Bank October 2014 - Present
Cornerstone Realty Capital January 2013 - August 2014
JUBILEE! LLC August 2010 - 2012
NorthMarq Capital September 2004 - August 2010
GE Capital 1999 - 2004
John Hancock Financial Services 1991 - 1999
Chase 1985 - 1987
Skills
CMBS, Investment Sales, Transaction Management, Real Estate Economics, Disposition, Mezzanine, Commercial Mortgages, Corporate Real Estate, Brokerage, Lease Negotiations, Real Estate Financing, Loan Servicing, Loan Origination, Lease Administration, Landlord, Leadership, Management, Mission Work, Investments, Real Estate Due..., Commercial Real Estate, Asset Management, Landlords, Banking, Loans, Finance, Portfolio Management, Credit, Real Estate, Mortgage Lending, Mergers & Acquisitions
Education
The Johns Hopkins University 1980 — 1982
M.A. Intl Economics & Development Studies
Georgetown University 1977 — 1980
BSFS, Magna cum Laude, Intl Studies/Humanities
John Hancock Financial Services June 2015 - July 2015
Skills
Marketing, Social Media, Marketing Strategy, PowerPoint, Time Management, Facebook, Teamwork, Research, Sales, Microsoft Word, Leadership, Microsoft Excel, Microsoft Office, Social Networking
Education
Georgia College and State University 2012 — 2016
Marketing, Business Marketing
USAA October 2014 - Present
USAA October 2010 - October 2014
US Army May 2013 - August 2014
Florida Army National Guard June 2010 - May 2013
John Hancock Financial Services December 2006 - October 2010
US Army October 2005 - December 2006
Skills
Military Leadership, Air Defense, Military Operations, Military Training, Marketing
Education
Illinois State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
HSBC Retail Banking and Wealth Management September 2014 - Present
Capital One December 2012 - September 2014
Chase June 2011 - December 2012
John Hancock Financial Services March 2009 - February 2010
Nationwide Financial October 2007 - March 2009
MetLife April 2007 - October 2007
Citi April 2006 - March 2007
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Mortgage Lending, Credit Risk, Financial Services, Credit Analysis, Credit Cards, Retail Banking, Financial Risk, Commercial Banking, Finance, Investments, Private Banking, Treasury Management, Cross Selling, Wealth Management, Financial Planning, Management, Relationship Management, Mutual Funds
Education
Iona College 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Iona College 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Monroe College 1999 — 2001
Associate's degree, Business Administration and Management, General
Thomson Reuters Elite 2014 - 2015
Levementum 2012 - 2013
Advant Technologies Group 2004 - 2012
Independent 2002 - 2003
Berkeley Enterprise Partners (now part of QuickPivot) 2001 - 2001
Grant Thornton LLP 2000 - 2000
Capgemini 1998 - 2000
Renaissance Software 1996 - 1997
American Management Systems (AMS) 1995 - 1996
John Hancock Financial Services 1993 - April 1995
Skills
Mindfulness, CRM, Enterprise Software, Consulting, SaaS, Business Intelligence, Cloud Computing, Sales, Business Development, Blogger, Project Management, Program Management, Telecommunications, Professional Services, Training, ERP, Business Process..., IT Strategy, Data Analysis, Business Systems..., Account Management, Marketing, Enterprise Technology..., Testing, Negotiation, Help Desk Support, Change Management, Risk Management, Consulting Practice..., team based sales, Strategic Account..., Financial Services, Retail, Data Analytics, Program, Change Mana, QA, Software Requirements, Manage
Education
Northeastern University 1998 — 2000
High Tech MBA
Northeastern University 1991 — 1995
Business Administration, MIS
ITMO University 1985 — 1988
Computer Science
McAdam Financially Advanced™ June 2015 - Present
University of Massachusetts Amherst August 2014 - Present
John Hancock Financial Services May 2014 - August 2014
Edwards Wildman Palmer LLP July 2013 - August 2013
Edwards Wildman Palmer LLP June 2012 - August 2012
Brigham and Women's Hospital July 2010 - August 2010
Skills
Public Relations, Public Speaking, Microsoft Word, Research, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Editing, Outlook, Teamwork, Fundraising, Facebook, English, Social Networking, Customer Service, Time Management, Data Analysis, Event Management
Education
Isenberg School of Management, UMass Amherst 2014 — 2017
Finance, Risk Management concentration
Umass Amherst 2013 — 2017
Political Science and Government, Finance, 3.33/4.0
Boston Latin Academy 2007 — 2013
High school diploma
iPipeline April 2014 - Present
TEKsystems January 2013 - December 2013
BB&T (formerly BankAtlantic) March 2009 - November 2012
BankAtlantic October 2007 - March 2009
AAJ Technologies January 2005 - September 2007
John Hancock Financial Services January 1999 - July 2004
First Notice Systems January 1997 - January 1999
PNC Financial Services Group April 1991 - August 1996
Skills
Salesforce.com, Business Objects, Microsoft CRM, Access, Documentation, Integration, SharePoint, SDLC, Visio, Business Analysis, Business Process..., Requirements Analysis, Application Design, Software Documentation
Education
Indiana University of Pennsylvania 1985 — 1989
Bachelor of Arts, Political Science /Finance minor
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), political science / finance
KPMG Canada May 2014 - September 2014
John Hancock Financial Services May 2013 - September 2013
M & R Bookkeeping May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Analysis, Teamwork, Public Speaking, Accounting, Data Analysis, Time Management, Critical Thinking, Case Studies
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration
The University of Western Ontario 2011 — 2015
Honours Business Administration, Economics
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2007 - December 2011
Lahey Clinic March 2006 - August 2007
Skills
Windows 7, Blackberry, Troubleshooting, Laptops, Lotus Notes, Software Installation, Operating Systems, Technical Support, Active Directory, Printers, Microsoft Office, Windows XP Pro, Norton Ghost, SCCM, Windows Vista, HP, Remote Desktop, Computer Hardware, Hewlett Packard printer..., Lexmark Printers, Dell Computers, custom application..., hardware peripherals, remote support, customer service expert, Lotus Notes v.8.5.3FP2, Customer Service
Education
Northern Essex Community College 1996 — 1998
Assoc. of Science, Health Information Management, 3.99 GPA
Hinds Community College
John Hancock Financial Services January 2014 - Present
TW Lighting October 2013 - December 2013
Blue Cross Blue Shield of Massachusetts June 2013 - October 2013
Wild Honey Media November 2012 - June 2013
Suffolk University August 2011 - May 2013
Runkeeper January 2013 - January 2013
Icon Worldwide May 2012 - August 2012
inHouse Design August 2011 - May 2012
SMFA August 2011 - December 2011
inHouse Design September 2010 - August 2011
Skills
Adobe Creative Suite, HTML, CSS, Photography, Typography, Logo Design, JavaScript, Illustration, CMS, Lithography, Printmaking, SEO, Graphic Design, User Experience, After Effects, Corporate Identity, Flash, Brochures, Web Design, Layout, InDesign, Concept Development, Photoshop, Email Marketing, Illustrator, Creative Direction, User Interface Design, Dreamweaver, Graphics, Information Architecture, Mac, Copywriting, Visual Communication, Posters, Digital Photography, Art, Branding & Identity, Art Direction, jQuery, Painting, Web Development, Interaction Design, User Interface, Image Manipulation, Flyers, Packaging, Digital Illustration
Education
Suffolk University 2009 — 2013
BFA, Graphic Design
Gibbs College 2006 — 2007
Associates, Digital Media
John Hancock Financial Services August 2015 - Present
myEdGPS (EnCompass Education Solutions, Inc.) August 2015 - Present
APPTIENT January 2015 - Present
Mendoza Design March 2008 - Present
Marlin Mobile April 2009 - January 2015
Massachusetts College of Art January 2010 - January 2014
New England School of Art and Design at Suffolk University 2004 - 2010
ConnectEdu February 2008 - November 2008
Thomson Financial October 2007 - February 2008
Fidelity September 2006 - October 2007
Skills
User Experience, User Interface, Web Design, Information Architecture, Flash, Mobile Applications, Interaction Design, Usability, HTML 5, Mobile Design, CSS, HTML, SEO, Web Development, Mobile Devices, Graphic Design, Wireframes, Persona, Agile Methodologies, Visual Design, Digital Strategy, User Interface Design, User-centered Design, User Experience Design, Usability Testing, Mobile Internet, Experience Design, User Research, Human Computer..., Usability Engineering, Information Design, Graphics, Lion Taming
Education
Harvard University Graduate School of Design 1998 — 2000
MARCH II, Architecture
University of Southern California 1993 — 1998
BArch, School of Architecture
University of Southern California 1997 — 1998
Minor, School of Engineering, Interactive Multimedia
Chesapeake Bank April 2015 - Present
Northwestern Mutual July 2014 - April 2015
Union First Market Bank March 2010 - January 2014
First Market Bank March 2008 - March 2010
First Market Bank February 2006 - March 2008
First Market Bank November 2003 - January 2006
First Market Bank September 2000 - November 2003
First Market Bank June 1999 - September 2000
John Hancock Financial Services June 1998 - May 1999
Skills
Team Building, Sales, Team Leadership, Marketing, Microsoft Excel, Microsoft Office, Hands-on Training, Social Media, Community Outreach, Sales Management, Time Management, Master Scheduling, Interviews, Creative Writing, Brainstorm Facilitation, Franklin Covey, Marketing Communications, Social Media Marketing, Marketing Copy, Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Credit, Loans, Financial Services
Education
James Madison University 1994 — 1998
Bachelor's of Business Administration, Business Administration and Management, General
John Hancock Financial Services June 2015 - Present
Commonwealth Honors College March 2015 - May 2015
Commonwealth Honors College September 2014 - May 2015
MASS Electronic Dance Music Community (MASS EDMC) September 2013 - October 2014
EY June 2014 - August 2014
Stop & Shop June 2007 - January 2014
Skills
Word, Excel, PowerPoint, Access, Photoshop, Illustrator, InDesign, Microsoft Word, Microsoft Excel, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor’s Degree, Operations and Information Management, 3.77
Barnstable High School 2006 — 2010
City of Worcester January 2014 - Present
Latino Education Institute @ Worcester State University March 2012 - Present
Ritmos Aademy January 2002 - August 2012
Worcester Youth Center February 2008 - March 2012
John Hancock Financial Services August 1985 - February 2002
Skills
Higher Education, Teaching, Public Speaking, Research, Staff Development, Management Consulting, Youth Entrepreneurship, Resource Development, Marketing Management, Management, Supervisory Skills, Community Outreach, Program Development, Grant Writing, Spanish, Leadership, Student Development, Program Management, Event Management, Curriculum Development, Curriculum Design, Event Planning, Leadership Development, Organizational..., Fundraising, Nonprofits, Grants, Community Development, Program Evaluation, Volunteer Management, Student Affairs, Policy, Youth Development
Education
Harvard University Graduate School of Education 2000 — 2001
Master of Education (M.Ed.), Administration, Planning and Social Policy
Lesley University 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
IBM May 2014 - Present
uTest July 2013 - May 2014
Core Security January 2011 - August 2013
Exari Systems April 2010 - January 2011
EMC January 2007 - April 2010
The Boston Company - Mellon Financial June 2004 - November 2006
John Hancock Financial Services March 2003 - June 2004
Skills
Salesforce.com, SaaS, Solution Selling, Lead Generation, Account Management, Enterprise Software, Sales Process, Cloud Computing, Direct Sales, New Business Development, Sales, Cold Calling, Professional Services, Selling, Channel Partners, Security, Software Industry, Strategic Partnerships, Sales Enablement, Sales Operations, Managed Services, Go-to-market Strategy, Business Alliances, CRM, Sales Presentations, Pre-sales, Product Marketing, Start-ups, Virtualization, Business Development, Demand Generation, Networking, B2B, Industrial Sewing
Education
Ithaca College 1998 — 2002
BA, Arts and Sciences
Cape Elizabeth High School
MetLife 2014 - Present
eBay Inc 2008 - 2014
State Street 2004 - 2008
IBM 2003 - 2004
John Hancock Financial Services 2000 - 2003
Sun Life Financial Services 1999 - 2000
Skills
Business Continuity..., Crisis Management, Business Impact Analysis, Risk Assessment, Disaster Recovery, Vulnerability Assessment, Business Continuity, Incident Management, MBCI, Msc Business Continuity, MBCP, ISO 22301, BS25999, Risk Management, Enterprise Risk..., Training, Exercises, Thought Leadership, Program Management, Strategy, Contingency Planning, Team Management, Management, Governance, E-commerce, Information Technology, Vendor Management
Education
MIT (Massachusetts Institute of Technology) 2012 — 2012
Professional Education Short Program, Crisis Management and Business Continuity
Norwich University 2009 — 2011
Master of Science (MS), Business Continuity
Harvard University
Certificate in Management
Westfield State College
Bachelor of Arts (BA), Economics
IBM July 2014 - Present
Seven Step Recruiting June 2013 - July 2014
General Motors June 2013 - July 2014
General Motors June 2012 - June 2013
Seven Step Recruiting June 2012 - June 2013
Brown Brothers Harriman March 2012 - April 2012
Standard Chartered Bank November 2011 - December 2011
University of Massachusetts Amherst - Library February 2010 - May 2011
University of Massachusetts Amherst - Financial Aid Department February 2009 - September 2010
John Hancock Financial Services August 2010 - August 2010
Skills
Research, Lotus Notes, Taleo, Avature, Social Media, Social Media Marketing, Adaptability Skills, Leadership Skills, Customer Service, Communications Skills, Interpersonal Skills, Problem-Solving Skills, Planning/Organizing..., Teamwork Skills, Event Management, Social Skills, Teamwork, Leadership, Social Networking, Microsoft Office, Nonprofits, Sales, Management, Analysis, Human Resources, Networking, Training, Applicant Tracking..., Interviews, Hiring, Employee Relations, Talent Acquisition, Time Management, Organizational..., Resume Writing, Sourcing, Technical Recruiting, College Recruiting, Building Relationships, Team Leadership, Contract Recruitment, Internet Recruiting, Outlook, Recruiting, Cold Calling, Onboarding, Talent Management, Temporary Placement, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A)
Assumption University, Bangkok, Thailand 2007 — 2008
Bachelor of Business Administration (B.B.A)
BRAC University, Dhaka, Bangladesh 2006 — 2007
Bachelor of Science (B. Sc.)
William Carey Academy, Chittagong, Bangladesh 1996 — 2006
High School Diploma
John Hancock Financial Services June 2015 - Present
Harvard University September 2014 - May 2015
Harvard University January 2013 - May 2015
Harvard University June 2014 - August 2014
Boston Area Research Initiative June 2014 - July 2014
Harvard University January 2014 - May 2014
Fundación Leer June 2013 - July 2013
Amigos School September 2012 - May 2013
Harvard Student Agencies February 2012 - October 2012
Harvard Student Agencies September 2011 - February 2012
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Event Planning, Social Media, Microsoft Word, Nonprofits, Microsoft Office, Service Delivery, Community Outreach, Spanish, Editing, ArcGIS, Non-profits, Public Relations, R, SAS, SQL, Research, Stata, Teaching, Statistics, Customer Service, Higher Education, Teacher Training, Organizational..., Team Building
Education
Harvard University 2011 — 2015
Bachelor of Arts, Statistics
Wilmot Union High School 2007 — 2011
eBay Enterprise January 2015 - Present
EBSCO Information Services August 2013 - January 2015
Manulife/John Hancock January 2009 - April 2013
John Hancock Financial Services January 2005 - January 2009
John Hancock Financial Services January 2001 - January 2005
Universal Software Corporation February 1996 - December 2000
Intergraph India (Hyderabad) January 1992 - December 1995
Skills
Integration, Architecture, J2EE, Enterprise Architecture, SOA, .NET, Agile, SDLC, SQL Server, SQL, XML, Application Development, Websphere, Application Architecture, Software Development, SOAP, Java, Solution Architecture, Unix, Solution Design, Web Services, System Design, Windows, Java Enterprise Edition, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Business Process Design, ETL, Middleware, Software Project..., Data Modeling, DB2, Requirements Gathering, Business Analysis, PL/SQL, IT Strategy, Oracle, Scrum, Databases, Systems Analysis, Business Requirements, Database Design, Enterprise Software, Sybase, Distributed Systems, Weblogic, UML
Education
Indian Institute of Technology, Kharagpur 1990 — 1992
M.Tech, Mechine Tools
Sri Venkateswara University 1986 — 1990
B.Tech, Mechanical
State Street May 2015 - Present
State Street February 2013 - May 2015
Monster Worldwide June 2014 - August 2014
TJX October 2013 - April 2014
John Hancock Financial Services January 2013 - August 2013
Amherst Education Foundation November 2011 - May 2013
Pinkberry Ventures, Inc July 2011 - August 2011
UMass Dartmouth September 2010 - April 2011
BNY Mellon July 2010 - August 2010
Boston Youth Fund July 2009 - August 2009
Skills
Microsoft Office, Lotus Notes, Spanish, Strategic Planning, Databases, Time Management, Organizational..., Computer Science, Self-driven, Pivot Tables, Database Administration, Array Formulas, V Lookups, What-if Analysis, Financial Variance..., Calm Under Pressure, Hyperion Reports, Financial Reporting, Financial Analysis, Team Leadership, Oracle, Microsoft Excel, Performance Metrics, Access, Leadership, Budgets, Analysis, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics
University of Massachusetts, Amherst 2010 — 2015
B.S., Resource Economics, 3.47
John D. O'Bryant School of Mathematics & Science (Exam School) 2004 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Flexplan Systems 1997 - Present
Gilbreth Packaging 2005 - 2007
John Hancock Financial Services 2003 - 2005
Skills
Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management, Social Media, Event Planning
Education
Syracuse University 1965 — 1971
48 Graduate Hours, Mathematics and Education
Hamilton College 1961 — 1965
Bachelor of Arts (B.A.), Mathematics
Oracle June 2015 - Present
F-Squared Investments January 2014 - June 2015
John Hancock Financial Services September 2010 - January 2014
Edward Jones June 2008 - June 2010
Skills
Series 7, Series 66, CRPC, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investment..., Consultative Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Boston Mobile Massage February 2008 - Present
John Hancock Financial Services 1999 - 2002
John Hancock Financial Services 1993 - 1999
John Hancock Financial Services 1991 - 1993
Skills
Reiki, Marketing, Small Business, Health, Entrepreneurship, Wellness, Strategic Planning, Customer Service, Sales, Social Media Marketing, Start-ups
Education
Solidago School of Massage and Holistic Health 2005 — 2007
Indiana University Bloomington 1986 — 1990
BA, Economics
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Helping Others Thrive Together May 2011 - Present
Tucson GLBT Chamber of Commerce February 2008 - Present
John Hancock Financial Services September 1976 - January 2001
Skills
Fundraising, Team Building, Non-profits, Marketing Communications, Marketing Strategy, Public Speaking, Event Planning, Mental Health, Strategic Planning, Customer Service, Teaching, Organizational..., Theatre, Negotiation, Social Networking, Coaching, Volunteer Management, Nonprofits, Community Outreach, Event Management, Editing, Social Media, Public Relations, Training
Education
Ithaca College 1960 — 1962
English Language and Literature, General
Ithaca College
Theatre Arts/English
Prologis June 2013 - Present
John Hancock Financial Services December 1998 - May 2013
Ingalls Quinn & Johnson 1995 - 1998
Edlund Mulcrone, Inc. 1992 - 1995
Hill Holliday 1985 - 1992
McKoane Associates 1982 - 1985
Skills
Mutual Funds, Series 63, Series 6, Insurance, Fixed Annuities, Risk Management, Leadership, Financial Services, Asset Management
Education
Harvard University 1977 — 1982
Bachelor of Arts, German Studies
GE Capital 2005 - Present
John Hancock Financial Services 2001 - 2005
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
Penn State University 1991 — 1995
BS
John Hancock Financial Services 2013 - Present
Intercontinental Real Estate Corporation 2010 - 2013
Macquarie Capital (USA) 2009 - 2010
Prudential Financial 2004 - 2008
CIGNA Retirement & Investment Services 1998 - 2004
Putnam Investments 1995 - 1998
Skills
Taft-Hartley Plan Sales, Public Fund Sales, Consultant Relations, Pension Funds, Stable Value Funds, Defined Contribution..., Real Estate Private..., Infrastructure Private..., Agriculture Private..., 401(k) Plan Sales, 457 Plan Sales, Client Relationship..., Defined Contribution, Mutual Funds, Taft-Hartley, Investments, Equities, Alternative Investments, Asset Management, CRM, Private Equity, Hedge Funds, Retirement Planning, Investment Management, Fund Of Funds, Institutional..., Series 63, Retirement, Relationship Management, Portfolio Management, Investment Strategies, Client Services, 401k, Securities, Series 6, Asset Allocation, Financial Services, Investment Advisory
Education
St. Lawrence University 1991 — 1994
BA, Economics
Hofstra University 1990 — 1991
Accounting
Cheshire High School 1986 — 1990
John Hancock Financial Services February 2015 - Present
Essex Financial Services Inc. January 2013 - February 2015
Essex Financial Services Inc. September 2010 - September 2013
Planned Parenthood of Southern New England May 2009 - September 2009
Structural Graphics November 2008 - January 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Microsoft Office, Photoshop, ByAllAccounts, Morningstar, Black Diamond, Netx360, Stata, SalesLogix, Adobe Reader, Problem Solving, Quick Thinker, Quick Turnaround, Production Efficiency, Energetic Leader, Lead A Team, Management, Public Speaking, Marketing
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Wollongong 2008 — 2008
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2015 - April 2015
Experienced Retirement Professional available for new opportunities April 2014 - March 2015
MassMutual Financial Group January 2013 - April 2014
The Hartford March 2008 - December 2012
MFS Investment Management December 2005 - March 2008
MFS Investment Management April 2005 - December 2005
MFS Investment Management 2001 - 2005
MFS Investment Management 2000 - 2001
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Qualified Retirement..., Series 63, Series 6, Mutual Funds, FINRA, Retirement Plan..., ERISA, Defined Contribution, Pensions, Profit Sharing, Bilingual, Investments, Relationship Management, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Spanish and Hispanic Studies
John Hancock Financial Services December 2012 - Present
Prudential Financial March 2011 - December 2012
University of Connecticut September 2008 - December 2012
M&T Bank July 2007 - May 2008
Ithaca College September 2005 - May 2007
Barron & Stadfeld, P.C. May 2006 - July 2006
Skills
Statistics, Predictive Analytics, Microsoft Excel, VBA, Actuarial Science, Data Modeling, Economics, Data Analysis, Risk Management, Quantitative Finance, Strategy, Financial Modeling, Leadership, Econometrics, Excel, Predictive Modeling, Big Data Analytics, Bloomberg Terminal, R, SQL
Education
The University of Connecticut 2008 — 2009
M.S., Mathematics- Actuarial Science
Ithaca College 2003 — 2007
B.A., Mathematics-Economics
Harvard University March 2015 - July 2015
John Hancock Financial Services 2008 - 2014
Investors Bank & Trust (IBT) 2006 - 2008
State Street Corporation 2005 - 2006
IBM Global Services 2003 - 2005
John Hancock Financial Services 2000 - 2003
John Hancock Financial Services 1997 - 2000
John Hancock Financial Services 1995 - 1996
John Hancock Financial Services 1990 - 1995
Skills
IT Management, SDLC, Integration, Software Documentation, COBOL, Unix, Visio, Vendor Management, Business Analysis, Software Configuration..., Release Management, Implementation..., Project Management, Process Documentation, Process Improvement, Requirements Gathering, Requirements Analysis, Technical Writing, Mainframe, Systems Analysis, Systems Management, SharePoint, PowerPoint
Education
Harvard University
Bachelor's Degree, Government
Newbury College
Associate's Degree, Computer Science
State Street June 2011 - Present
John Hancock Financial Services June 2004 - June 2011
Exeter group 2000 - 2002
Education
Indian Institute of Management, Calcutta 1998 — 2000
PGDM, MBA
Osmania University 1993 — 1997
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Kendriya Vidyalaya 1990 — 1993
US District Court, Eastern District of Missouri May 2015 - Present
Brownstein Hyatt Farber Schreck July 2013 - July 2014
Congressman David Price January 2007 - June 2013
Smithsonian Institution July 2012 - September 2012
Congressman David Price August 2005 - January 2007
NC Institute of Political Leadership (IOPL) August 2005 - December 2005
NC State Representative January 2005 - August 2005
John Hancock Financial Services July 2003 - December 2004
Skills
Fundraising, Marketing, Public Policy, Policy Analysis, Politics, Government, Political Campaigns, Community Outreach, Policy, Nonprofits, Public Speaking, Research
Education
Howard University 2008 — 2011
Master of Arts (M.A.), Political Science
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Washington University in St. Louis School of Law
Washington University in St. Louis School of Law
John Hancock Financial Services October 2013 - Present
TJX (via NTT Data formerly Keane Inc) October 2010 - October 2013
Carrier Corporation (via NTT Data formerly Keane Inc) July 2010 - September 2010
State Street (via NTT Data formerly Keane Inc) May 2007 - June 2010
Cognizant Technology Solutions May 2006 - April 2007
IBM Global Process Services August 2001 - May 2006
Skills
Project Management, Product Management, Business Analysis, Manage Client..., Vendor Management, PMP, Process Improvement, Integration, CRM, Business Process, SDLC, Team Building, Business Requirements, Software Project..., Outsourcing, Management, User Acceptance Testing, Testing, Requirements Analysis, Analysis, Training
Education
Symbiosis institute of Management Studies 2002 — 2003
Business Management, Business Administration and Management, General
Indian Institute of Technology, Bombay 1999 — 2001
M. Tech, Mechanical Engineering
Bhilai Institute of Technology, Durg, India 1995 — 1999
Bachelor's degree, Mechanical Engineering
John Hancock Financial Services 1982 - 2003
Education
Hobart and William Smith Colleges
John Hancock Financial Services June 2015 - Present
Mercer April 2010 - June 2015
Mercer 2004 - April 2010
Putnam Investments August 2002 - 2004
Bueno Y Sano August 1999 - January 2002
Scudder Investments January 1999 - August 1999
Skills
401k, Retirement, Employee Benefits, Defined Contribution, Series 63, Benefits Administration, Financial Services, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Hingham High School 1989 — 1993
Bob Sessions, Inc. January 2011 - Present
Coastal Capital Group, LLC 2008 - 2013
Fidelity Investments 1995 - 2007
Hill, Holliday, Connors, Cosmopulos Advertising 1990 - 1995
John Hancock Financial Services 1985 - 1990
Skills
Integrated Marketing, Marketing Communications, Direct Marketing, Copywriting, Direct Mail, Email Marketing, Advertising, Content Strategy, Interactive Marketing
Education
Georgia State University
BA, Journalism
Ahold USA December 2013 - Present
John Hancock Financial Services September 2013 - November 2013
State Street Corporation 2006 - 2013
State Street 2004 - 2006
State Street 2000 - 2004
CareMatrix 1998 - 2000
CareMatrix 1996 - 1998
Fleet Bank November 1994 - December 1996
Skills
Auditing, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Controls Assessment, Risk Monitoring, Risk Assessment, Risk Management, Federal & State..., Risk Governance, Global Regulatory..., Asset Management, Operational Risk..., Assurance, Business Process..., COSO, Accounting, Mutual Funds, Process Improvement, Banking, GAAP, Operational Risk, Enterprise Risk...
Education
Grove City College 1983 — 1987
Bachelor's degree, Finance, Cum Laude
State Street April 2015 - Present
State Street August 2011 - March 2015
John Hancock Financial Services August 2008 - August 2011
John Hancock Financial Services December 2006 - August 2008
State Street August 2005 - December 2006
Skills
Mutual Funds, Tax, Securities, Fund Accounting, Investments, Bloomberg, Financial Services, Equities, Financial Analysis, Fixed Income, Asset Management, Alternative Investments, Financial Reporting, Accounting, Series 7, Valuation, Corporate Actions
Education
Georgetown University 2015 — 2017
Master of Professional Studies (MPS), Technology Management
Harvard University
Masters of Liberal Arts (ALM), Management: Finance and Controls
St. John's College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
John Hancock Financial Services September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2012 - September 2014
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2012
PricewaterhouseCoopers November 2004 - August 2009
Skills
Financial Reporting, Financial Analysis, IFRS, Audit, Internal Audit, Management Reporting, Sarbanes-Oxley Act, GAAP, Management, Internal Controls
Education
Isenberg School of Management, UMass Amherst 2000 — 2002
BA
Co-Lab Gallery June 2011 - Present
Comprehensive Financial Services January 2000 - Present
John Hancock Financial Services January 1997 - December 2000
Skills
Strategic Planning, Strategic Financial..., Public Speaking, Negotiation, Due Diligence, Real Estate, Business Strategy, Banking, Insurance, Investments
Education
Gonzaga University
Grad School, Organizational Leadership
Idaho State University
B.A.
Olivieri & Burke Tax & Accounting Services May 2015 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Financial Services February 2014 - May 2015
JPMorgan October 2007 - June 2011
Skills
Fixed Income, Tax, Fund Accounting, Financial Modeling, Account Management, Financial Reporting, Investments, Bloomberg, Microsoft Excel, Forecasting, Valuation, Securities, Accounting, Fund Administration, Equities, Account Reconciliation, Auditing, Budgets, Mutual Funds, Financial Analysis, Hedge Funds, Corporate Actions, Corporate Finance, Finance, Facebook
Education
BEC - PASS , AUD - PASS 2014 — 2014
CPA, Accounting
University of Massachusetts 2010 — 2012
Master's degree, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2007
BS, business
Keller Williams Realty May 2005 - Present
Gillette July 2000 - October 2006
John Hancock Financial Services February 1994 - June 2000
Education
Harrington College of Design 1965 — 1968
Interior Design
Ernst & Young February 2010 - Present
John Hancock Financial Services March 2009 - January 2010
Crowe Horwath LLP October 2008 - February 2009
PricewaterhouseCoopers September 2007 - October 2008
PricewaterhouseCoopers January 2007 - March 2007
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
BS, Accounting
John Hancock Financial Services June 2008 - Present
Eco Water Canada Ltd. March 2008 - May 2008
CBC Television May 2006 - August 2006
Tyler Publishing September 2004 - December 2004
Skills
Customer Service, Coaching, Sales, Financial Analysis, Financial Services, Financial Reporting, Cold Calling, Relationship Management, Building Relationships, Marketing Communications, Business Analysis, Data Analysis, Product Marketing, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Computer Proficiency, Customer Retention, Financial Markets, Investments
Education
Ryerson University 2005 — 2007
Bachelor of Commerce (B.Com.), Marketing Management, 3.0 GPA
Georgian College 2002 — 2005
Business Administration, Marketing, Dean's List
John Hancock Financial Services November 2009 - Present
Jennifer J. Kron, CPA January 2008 - November 2009
Levine, Katz, Nannis + Solomon, PC August 2006 - December 2007
Skills
General Ledger, Financial Reporting, Accounting, QuickBooks, Account Reconciliation, Financial Statements, Fixed Assets, Auditing, Tax, Corporate Tax, Journal Entries, Tax Returns, Bookkeeping, Bank Reconciliation, CPA, External Audit, Payroll Taxes, Balance, Analysis, SAP
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1991 — 1993
MS, Taxation
Ithaca College 1981 — 1985
BS, Accounting
Capitas Financial October 2002 - Present
John Hancock Financial Services 1992 - 2002
Northwestern Mutual 1976 - 1992
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Financial Planners, Retirement, Estate Planning, Strategic Financial..., Long Term Care Insurance, Health Insurance, 401k, IRAs, Employee Benefits, Investments, Underwriting, Mutual Funds, Wealth Management
Education
Illinois State University 1974 — 1976
BA, Accounting
Illinois State University 1974 — 1976
Bachelor of Arts (BA), Accounting
Glass Financial August 2015 - Present
Glass Wealth Concepts January 2015 - July 2015
Glass Financial Group, Inc. April 2003 - December 2014
John Hancock Financial Services April 1994 - March 2003
Skills
Strategic Planning, Retirement Planning, Leadership, Financial Planning, Asset Management, Finance, Strategic Financial..., Permanent Life Insurance, Life Insurance, Fixed Annuities, Wealth Accumulation, Wealth Distribution, Qualified Retirement..., Financial Services, Risk Management, Tax-advantaged..., Estate Planning, Disability Insurance, Education Funding, Income for Life, Income Protection, Sales, Portfolio Management, Long Term Care Insurance, Investment Strategies, Asset Allocation, Employee Benefits Design, Executive Compensation..., Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
The American College 1996 — 1998
Chartered Financial Consultant & Chartered Life Underwriter, Financial Planning and Services
University of Georgia - Terry College of Business 1989 — 1993
BBA, Business
One Life America January 2011 - Present
Get Insured.com January 2009 - July 2010
John Hancock Financial Services May 2004 - July 2008
Skills
Insurance, Sales, Sales Management, New Business Development, Microsoft Office, Life Insurance, Negotiation, Cold Calling, Direct Sales
Education
Hampden-Sydney College 2000 — 2004
BS, Managerial Economics/ History
Independent Consultant January 1992 - Present
Micoseeds.org December 2007 - Present
World Vision February 2003 - October 2011
John Hancock Financial Services January 1988 - July 1992
Skills
Commercial Design, Residential Design, Interior Design, Space planning, Layout, Hand Drafting, Creative Direction, Project Management, Sales Presentations, Color Schemes, Logo Design, Graphic Design, furnishings, Direct Sales, Public Speaking, Donor Engagement, Floral Design, Web Design, Photoshop, Landscape Design, Microsoft Office, Microsoft Excel, Microsoft Word, Photography, Fundraising, Strategic Planning, Interior Architecture, Space Planning, Community Outreach, Furnishings, Teaching, Leadership, Art, Nonprofits
Education
University of Massachusetts, Amherst 1982 — 1987
Bachelor of Fine Arts (BFA) Cum Laude, Interior Design
Glasgow School of Art 1986 — 1986
UMASS Pioneering International Exchange Student, Interior Design
RE/Max Legends/ Premier Tax and Accounting Services January 2014 - Present
John Hancock Financial Services 2013 - 2013
Samsonite September 2005 - November 2012
Stop & Shop September 2003 - September 2005
Welchs February 1999 - September 2002
Skills
Tax, Financial Reporting, Accounting, Internal Audit, Budgets, Forecasting, Auditing, Manufacturing, Internal Controls, Process Improvement, SAP, IFRS, Inventory Management, Retail, Financial Analysis, Income Statement, Variance Analysis, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley, Cross-functional Team...
Education
Indiana University Bloomington
Bachelors, Accounting
MAXIMUS January 2015 - Present
Hannaford Supermarkets March 2014 - Present
MAXIMUS April 2014 - January 2015
Prestige Servies, Inc. November 2011 - December 2012
Victory Vending of New York, LLC June 1999 - September 2011
North American Funding May 2002 - November 2004
Gideon Putnam Hotel August 2000 - November 2004
Spataro Insurance Agency September 1994 - April 2000
John Hancock Financial Services November 1987 - April 1994
Barkers, Kings Department Stores June 1977 - November 1987
Skills
Budgets, Vending, Negotiation, Accounting, Forecasting, Business Planning, Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Human Resources, Risk Management, Marketing, Purchasing, Customer Satisfaction, Training, Banking, Process Scheduler, Finance, Insurance, Payroll, Analysis, Process Improvement, New Business Development, Sales, Project Planning, Leadership, Operations Management, Auditing, Integration, Time Management, Team Leadership, Program Management, Management, Teamwork, Team Management, Access, Team Building, Software Documentation, Business Process..., Vendor Management, Logistics, Inventory Management, Project Management, Strategy, Data Analysis
Education
State University of New York at Albany 1975 — 1977
BS, Business Administration, Graduated cum Laude
Hudson Valley Community College 1973 — 1975
AS, Accounting, Graduated cum Laude
Kenmore East Senior High School 1966 — 1970
High School Diploma, Regents
Market Research January 2002 - Present
John Hancock Financial Services May 1985 - January 2000
Health Care Research/Boston University Medical Center 1979 - 1985
Skills
Market Research, Data Analysis, Qualitative Research, Segmentation, Survey Design, Research, Marketing Research, Analytics, Quantitative Research, Competitive Analysis, Customer Insight, Strategy
Education
Harvard T.H. Chan School of Public Health 1977 — 1979
M.S.
University of Pennsylvania 1972 — 1976
B.A.
Naples laser and medspa February 2014 - Present
Southwest Laser and medspa June 2009 - Present
Allergan 2004 - 2013
John Hancock Financial Services 1998 - 2013
plastic surgury April 2004 - May 2009
Ingalls Memorial Hospital 2000 - 2006
Skills
Acne, Spa, Fillers, Cosmetics, Skin, Beauty Industry, Chemical Peels, Plastic Surgery, Juvederm, Laser, Aesthetics, Restylane, Sculptra, Radiesse, Rosacea, Surgery, Hair Removal, Medicine
Education
Illinois State University 1992 — 1994
BSN, Nursing
WMH Sustainability Consultants, LLC 2006 - Present
H-Financial Group LLC 2000 - 2006
John Hancock Financial Services 1993 - 2000
Mutual of New York (MONY) 1984 - 1993
United States Military Services – US Navy-Naval Aviation 1971 - 1977
Skills
Advertising, Budgets, Commercial Real Estate, Construction, Construction Management, Contract Negotiation, Due Diligence, Finance, Green Building, Investments, LEED, Management, Marketing Strategy, Negotiation, Operations Management, Real Estate, Real Estate Development, Renovation, Residential Homes, Sales, Sales Management, Strategic Planning, Sustainability
Education
Georgetown University 2008 — 2010
MPSRE, Real Estate-Sustainability
Kent State University
BGS, Marketing and Business Development
The American College
Master of Science in Management (MSM) courses
University of Southern California
Professional Development
Schultz & Pogue LLP March 2013 - Present
Fine & Hatfield August 2003 - March 2013
John Hancock Financial Services 1997 - 1998
Skills
Litigation, Commercial Litigation, Civil Litigation, Intellectual Property, Insurance, Negotiation, Fundraising, Small Business, Microsoft Office, Microsoft Word, Business Strategy, Microsoft Excel, Family Law
Education
Indiana University School of Law—Indianapolis 2000 — 2003
Doctor of Law (J.D.)
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (B.S.), Finance
Prudential Financial January 2013 - Present
Kreshover Associates Inc October 1991 - Present
John Hancock Financial Services September 2009 - January 2012
Skills
Retirement Planning, IRA's, Annuities, Long Term Care, Disability Insurance, Life Insurance, Health Insurance, Investments, IRAs, Fixed Annuities, Retirement, Series 63, 401k
Education
Hofstra University 1971 — 1975
New College
Pennsylvania State University 1969 — 1971
John Hancock Financial Services March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2014
ING February 2008 - September 2010
Mercer August 2007 - December 2007
Oliver Wyman June 2007 - August 2007
Skills
Actuarial Science, Derivatives, VBA, SAS, Quantitative Finance, ALM, Statistical Modeling, Quantitative Analytics, Economic Capital, Financial Risk, Market Risk
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
Master of Science, Mathematical Risk Management
Georgia State University - J. Mack Robinson College of Business 2006 — 2007
Master of Actuarial Science
Renmin University of China 2002 — 2006
Bachelor of Science, Statistics
Beijing No.2 Middle School 1996 — 2002
John Hancock Financial Services March 2013 - August 2014
DDJ Capital Management December 2012 - March 2013
Harpswell Capital March 2011 - June 2012
DDJ Capital Management January 2009 - March 2011
Citigroup January 2008 - January 2009
Citi June 2007 - June 2008
Citi November 2005 - June 2007
Skills
Compliance, Hedge Funds, Financial Analysis, Microsoft Office, Equities, Fixed Income, Mutual Funds, Fund Administration, Bloomberg, Operational Due..., Visual Basic, Financial Reporting, Financial Accounting
Education
University of Southern Maine - School of Business 2005 — 2008
MBA
Ithaca College 1997 — 2001
BS, Applied Economics
Data2Logistics October 2002 - March 2013
Comverse September 1999 - April 2001
John Hancock Financial Services April 1994 - July 1999
IBM Corporation August 1987 - March 1994
IBM Corporation October 1981 - July 1987
NCR Corporation November 1976 - September 1981
McDonnell Douglas Corporation June 1974 - November 1976
Skills
Agile Methodologies, Linux, Software Engineering, SQL, XML, C#, Software Development, Microsoft SQL Server, SDLC, Scrum, SOA, Databases, Perl
Education
University of the Witwatersrand 1982 — 1986
MBA
Harvard University 1970 — 1974
SB, Engineering Science
Windsor High School 1966 — 1970
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial Corporation May 2014 - September 2014
John Hancock Financial Services May 2013 - May 2014
Taxamize Accounting December 2012 - April 2013
CVS Pharmacy July 2012 - February 2013
Georgia State University August 2009 - December 2012
Skills
Customer Service, Research, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 2013 — 2014
Master of Business Administration (M.B.A.), Finance, 3.4
Georgia State University 2009 — 2012
Bachelor of Science (B.S.), Biological and Biomedical Sciences, 3.1
Morehouse College 2008 — 2009
John Hancock Financial Services August 2014 - Present
PwC July 2010 - August 2014
Epiphany School June 2009 - July 2010
PwC May 2006 - May 2008
Skills
Internal Controls, Assurance, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, GAAP, Financial Accounting, US GAAP, SEC filings, Financial Analysis, ITGC, Internal Audit, IT Audit, Sarbanes-Oxley, Business Process, IFRS
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Williston Northampton 2001 — 2005
immixGroup June 2013 - Present
John Hancock Financial Services September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Finance, Financial Modeling, Investments, DCF Valuation, Financial Institutions, Capital Markets, PowerPoint, Customer Service, Account Reconciliation, Invoicing, Accounting
Education
George Mason University - School of Business 2014 — 2015
Bachelor of Science (BS), Accounting, 3.72
George Mason University
Bachelor of Science (B.S.), Finance, General, 3.6
Veterans Health Administration October 2014 - Present
Maha Yoga Studio February 2010 - October 2014
Production Music Association (PMA) December 2013 - June 2014
Santa Monica High School Band Parents Association July 2008 - September 2011
YWCA - Hong Kong July 1987 - November 1989
John Hancock Financial Services September 1985 - June 1987
Manpower, Inc. April 1984 - August 1985
Johns Hopkins Hospital May 1980 - September 1982
Skills
Newsletters, Management, Public Speaking, Customer Service, Communication Skills, Certified Yoga..., Research, Editing, Community Outreach, Entrepreneurship, Microsoft Office, Healthcare
Education
Harvard University 1979 — 1983
Bachelor of Arts (B.A.) magna cum laude, Psychology and Social Relations
The Bryn Mawr School 1966 — 1979
high school diploma
Sun America Retirement Markets October 2011 - Present
John Hancock Financial Services September 1999 - November 2011
Republic National Bank September 1996 - September 1999
Morgan Stanley Smith Barney July 1994 - September 1996
Prudential Securities June 1991 - July 1994
Education
Hofstra University 1984 — 1988
BBA, Finance
Hudson Valley Writers' Center June 2011 - April 2014
Red Hen Press June 2010 - February 2013
Morgan Stanley 1983 - 2001
AXA Equitable 1981 - 1983
John Hancock Financial Services 1978 - 1981
Sun Life Financial 1975 - 1978
Skills
Ebooks, Fiction, Publishing, Fiction Writing, Novels, Memoir, Short Stories, Freelance Writing, Published Author, Non-fiction, Poetry, Literature, Web Content, Publications, Books, Creative Writing, Editing, Risk Management, Management, Copy Editing, Equities, Blogging
Education
Harvard University 1971 — 1975
Doctor of Philosophy (Ph.D.), Physics
McGill University 1967 — 1971
Bachelor of Science (B.Sc.), Honours Physics
Medcost November 1999 - Present
John Hancock Financial Services August 2000 - November 2009
Skills
Customer Service, Microsoft Word, Account Management, Sales, Insurance, Microsoft Office
Education
High Point University 1992 — 1995
Bachelor of Science (B.S.), Marketing
John Hancock Financial Services September 2012 - Present
John Hancock Financial Services September 2008 - September 2012
Georgia-Pacific LLC April 2006 - August 2008
Clayton County March 2002 - August 2004
Woodward Academy April 2001 - August 2001
Skills
Active Directory, XP, Disaster Recovery, Technical Support, Lotus Notes, Help Desk Support, Hardware, Blackberry, Outlook, HP, HTML, Windows 7, SharePoint, Visio, VMware, Windows Server
Education
Georgia State University 2001 — 2004
degree, computer Science
MORROW HIGH SCHOOL 1998 — 2001
John Hancock Financial Services October 2013 - Present
Todd & Weld LLP January 2013 - October 2013
Viacord May 2012 - January 2013
Robert Half Legal July 2011 - April 2012
Harman Fedick Markley October 2010 - May 2011
Brown Goldstein Levy July 2008 - July 2010
Cozen O'Connor January 2003 - January 2004
Skills
Immigration Law, Insurance..., Corporate Law- Secured..., Labor & Employment Law, Legal Research, Westlaw, Legal Writing, Document Review, Litigation Support, Litigation, Legal Assistance, Civil Litigation, Trials, Commercial Litigation, Intellectual Property, Courts, Mediation, Family Law, Bankruptcy, Arbitration, Corporate Governance, Personal Injury, Product Liability, Lexis, Employment Law, Due Diligence, Litigation Management, Appeals, Wordperfect, Securities Regulation, Pleadings, Class Actions, Legal Documents, Document Drafting, Estate Planning, Legal Issues, Privacy Law, ESI, Corporate Law, Depositions, Medical Malpractice
Education
Governors State University 2004 — 2005
MA, Political & Justice Studies
Loyola University of Chicago 2001 — 2002
2002, ABA approved Certificate of Paralegal Studies
Loyola University of Chicago 1998 — 2001
BA, Political Science, History
Loyola University New Orleans 1995 — 1998
Political Science, Major
CLEAResult July 2015 - Present
Conservation Services Group May 2006 - July 2015
John Hancock Financial Services May 1980 - November 2005
Education
Ithaca College 1978 — 1979
Master’s Degree, Audiology/Audiologist
University of Colorado Boulder 1977 — 1978
Audiology/Audiologist
State University of New York College at Potsdam 1973 — 1977
Bachelor’s Degree, Bio/Chem
Wallkill Senior High School, Wallkill, NH 1969 — 1973
MIT 2007 - March 2014
John Hancock Financial Services 2001 - 2006
Education
Harvard University Graduate School of Education 1976 — 1981
Ed.D
American univeraity
Master of Education (M.Ed.)
John Hancock Financial Services October 2011 - Present
U.S. Attorney's Office (NDCA) February 2003 - August 2011
U.S. Attorney's Office (DNJ) August 1998 - May 2002
Education
Columbia Law School 1990 — 1993
Doctor of Law (J.D.), Law
Harvard College 1985 — 1989
Bachelor of Arts (B.A.), Government
Main Line Agency, Inc. May 2001 - April 2013
John Hancock Financial Services August 2000 - May 2001
Publishers Clearing House September 1994 - July 2000
Skills
Lead Generation, Inbound Marketing, Direct Marketing, Sales, Salesforce.com, Sales Management, Leadership, Telemarketing, Online Research, Direct Sales, Marketing, Customer Retention, Leadership Development, New Business Development, Market Research, Analysis
Education
Hofstra University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Accounting
Fifth Third Bank December 2012 - Present
Fifth Third Bank October 2009 - December 2012
John Hancock Financial Services October 2007 - October 2009
Skills
Financial Services, Teaching, Job Coaching, Non-profit Volunteer
Education
Florida College 1995 — 1996
Biblical Studies
Indiana University-Purdue University at Fort Wayne 1992 — 1995
Secondary Education and Teaching
Self-employed Commercial Mortgage FinanceDirectorWestinghouse Credit1987 - 1991
John Hancock Financial Services January 1979 - 1987
Education
Harvard College
AB, Philosophy
The Roxbury Latin School
YRC Freight August 2013 - Present
Old Dominion Freight Line November 2004 - January 2013
USF Bestway May 2002 - November 2004
Aero Ground, Inc November 2001 - April 2002
Consolidated Freightways May 1990 - October 2001
John Hancock Financial Services September 1987 - May 1990
United States Marine Corps February 1983 - August 1987
Skills
Management, Sales, Transportation, Logistics Management, LTL, Truckload, Logistics, Trucking, Operations Management, Container, Transportation..., Freight, Supply Chain, 3PL, Flatbed, Shipping, Sales Operations, FTL, Dispatching, Warehousing, Budgets, Training, Fleet Management, Ocean
Education
Illinois Wesleyan University 1978 — 1982
Bachelor of Arts (BA), Political Science/Business Administration
John Hancock Financial Services 2011 - Present
Enterprise Associates, LLC December 2005 - June 2007
Skills
Microsoft Office, Lotus Notes, Clerical Skills, Customer Service, Accounts Payable, Accounts Receivable, Phone Etiquette, Organization, Insurance, Accounting, PowerPoint, Finance, Microsoft Excel, Process Improvement, Life Insurance
Education
Granite State College 2003 — 2009
Bachelor's degree, Art/Art Studies, General
Granite State College
Bachelor's degree, Art