Experience
Delaware Investments, a member of the Macquarie Group  January 2012 - Present
Congress Asset Management  November 2010 - January 2012
Trust Company of the West  May 2008 - September 2010
John Hancock Funds   February 2001 - April 2008
Lord Abbett & Co. LLC   January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial)   September 1995 - December 1997
Merrill Lynch  January 1991 - September 1995

Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63

Education
University of Colorado at Boulder   1986 — 1990
Bachelor's degree, Bachelor of Arts

Cherry Creek High School   1983 — 1986

Experience
Wells Fargo  September 2013 - Present
Rage Productions   2008 - Present
Crash Test Studios LLC   1999 - 2008
John Hancock Funds   1996 - 1998
John Hancock Funds   September 1995 - November 1996

Skills
Social Media, Recording, Social Media Marketing, Music, Microsoft Office, Video Production, Entertainment, Advertising, Music Production, Pro Tools, Event Management, Marketing, Film, Music Industry, Composition, Sound, Singing, Audio Engineering, Facebook, Songwriting, Creative Direction, Customer Service, Band, Studio Recording, Digital Marketing, Photoshop, Digital Media, Direct Sales, Sales Presentations, Blogging, Photography, New Media, Television, Video Editing, Social Networking, Online Marketing, Sound Design, Radio, A&R, Music Publishing, Editing, Sales, Creative Writing, Email Marketing, Online Advertising, Voice Over, Music Licensing, Video, Real Estate Financing, Guitar Playing

Education
Shore Country Day School

Colby College   1991 — 1995
Bachelor of Arts (B.A.), International Business, Music

American University   1994 — 1994
International Business

St. Paul's School   1988 — 1991
High School Diploma

Musicians Institute   1998 — 2000
Audio Engineering/Production Certificate, Music Business and Technology

Experience
John Hancock Funds   November 2005 - Present
John Hancock Funds   1999 - November 2005
John Hancock Signature Services  March 1998 - August 1999

Skills
Investment Advisory, Retirement Plan..., Wealth Management, Investment Strategies, Strategic Financial..., Financial Markets, Securities, Separately Managed..., Investments, Asset Managment, Insurance, Life Insurance, Fixed Annuities

Education
Salem State College   1995 — 1998
Bachelor of Science (B.S.), 3.1

Experience
MFS Investment Management  January 2010 - Present
MFS Investment Management  October 2007 - January 2010
John Hancock Funds   August 1998 - 2007

Education
Colorado College   1989 — 1993
Bachelor of Science (BS), Psychology

General H.H. Arnold High   1986 — 1989

Experience
KBS Capital Markets Group  June 2014 - Present
Brighton House Associates  February 2014 - June 2014
Highland Capital Management, L.P.   August 2012 - August 2013
Turner Investments, L.P.   August 2009 - August 2012
John Hancock Funds   September 2004 - April 2009
Sovereign Bank  September 2002 - September 2004

Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training

Education
Stonehill College   1998 — 2002
BA, Criminal Justice

Experience
Eastern Bank  March 2006 - Present
John Hancock Funds   1990 - 2006

Skills
Banking, Risk Management, Financial Services, Financial Analysis, Credit, Finance, Strategic Planning, Internal Controls, Customer Service, Portfolio Management, Internal Audit, Management

Education
Boston University   1996 — 1998
Masters, Multinational Commerce

Plymouth State University   1986 — 1990
Baccalaureate, Marketing & Economics

Experience
Prudential Investments  April 2014 - Present
TS Capital, LLC  December 2011 - April 2014
John Hancock Annuities  June 2011 - November 2011
John Hancock Funds   October 2007 - June 2011

Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services

Education
Bowdoin College   2002 — 2006
B.A., Economics and Government/Legal Studies

Belmont Hill School   1998 — 2002

Experience
CAST Management Consultants  June 2000 - Present
John Hancock  June 1996 - June 1998
John Hancock Funds   September 1993 - June 1996
Liberty Securities Corp   June 1992 - September 1993

Skills
Insurance, Mutual Funds, Banking, Wealth Management, Securities, Financial Modeling, Financial Analysis, Mergers, Management Consulting, Risk Management, Business Process..., Asset Managment, Investments, Process Improvement, Business Strategy, Competitive Analysis, Business Analysis, Valuation, Business Development, Financial Services, Finance, Strategy, Mergers & Acquisitions, Asset Management

Education
Boston University Graduate School of Management   1998 — 2000
MBA, International Management

Westfield State College   1988 — 1992
BS, Accounting

Experience
Divorce Financial Strategies LLC   January 2008 - Present
LPL Financial  April 2013 - Present
Corby Asset Management   2006 - 2011
WB Smith Companies   2006 - 2008
Deutsche Asset Management  2000 - 2004
John Hancock Funds   1997 - 2000
Connecticut Mutual/Massachusetts Mutual Life Insurance Companies   1988 - 1996
State Mutual Life Assurance Company  1983 - 1988
Rhode Island Hospital Trust Bank   1974 - 1983

Education
Bryant University   1974 — 1977
M.B.A., Management

University of Rhode Island - College of Business Administration   1970 — 1974
BS, Finance

University of Rhode Island - College of Business Administration   1970 — 1974
B.S., Finance

Experience
John Hancock Funds   October 2005 - Present
John Hancock Funds, LLC  October 1999 - September 2005
John Hancock Funds, LLC  1996 - 1999

Education
Colby College   1991 — 1995
Economics/Finance/Mathematics

Loomis Chaffee School   1988 — 1991

Experience
John Hancock Funds   June 2013 - Present
John Hancock Funds   February 2013 - June 2013
John Hancock Funds   July 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.)   September 2010 - May 2011
John Hancock Funds   June 2010 - August 2010
Pax World Funds  May 2009 - September 2009

Skills
Bloomberg, Investments, Fixed Income, Mutual Funds, Equities, Finance, Portfolio Management, Hedge Funds, Securities, Derivatives

Education
Providence College   2007 — 2011
Finance

St. Thomas Aquinas High School

Experience
Touchstone Investments  November 2012 - Present
John Hancock Funds   January 2002 - October 2012

Education
Boston University Questrom School of Business   2009 — 2010
MS, Investment Management

Ithaca College   1998 — 2001
BA, Econmics

Brighton High School   1994 — 1997
Diploma

Experience
GPS Investment Advisors, LLC   February 2007 - Present
401(k) Advisors   2008 - Present
RI Commodores   2009 - 2014
Neighborhood Health Plan of Rhode Island  2005 - 2013
Blithewold   2001 - 2007
Financial Architects Partners  2000 - 2007
John Hancock Funds   1993 - 2000

Skills
Fiduciary Liability..., Investment Advisory, Vendor RFP..., Employee Education, Retirement Planning, Securities, Retirement, Analysis, Series 7, Wealth Management, Investments, Employee Benefits, 401k, Mutual Funds, Asset Managment, Asset Management

Education
Suffolk University Law School   1993 — 1997
Juris Doctor

Connecticut College   1985 — 1989
B.A., History/Hispanic Studies

Moses Brown   1980 — 1985
High School

Experience
PNC  September 2013 - Present
Wells Fargo Advisors LLC Private Client Group   October 2011 - January 2013
Bell Rock Capital   February 2009 - October 2011
Putnam Lovell NBF  August 2000 - May 2004
John Hancock Funds   July 1994 - August 2000

Skills
Hedge Funds, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Series 7, Financial Services, Options, Investments, Equity Research, Financial Modeling, Securities, Asset Allocation, Mutual Funds, Finance, Investment Strategies

Education
Franklin College

Simmons College
AS, Finance and Marketing

University of New Hampshire
Business

Experience
Disciplined Alpha LLC   April 2013 - Present
MIT Sloan School of Management  2011 - Present
Cadence Capital Management  2008 - March 2013
Batterymarch Financial Management  2007 - 2007
D.A. Capital Managament, LLC   2001 - 2006
Invesco  1999 - 2001
John Hancock Funds   1995 - 1999

Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance

Education
EDHEC Business School   2012 — 2015
PhD, Finance

Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1995
M.B.A., Finance & International Studies

Harvard University   1987 — 1991
A.L.M., Biology

University of Notre Dame   1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program

Fairfield College Preparatory School   1979 — 1983

Experience
Robinson & Cole LLP  March 2011 - Present
Robinson & Cole LLP  April 2010 - March 2011
Aetna  September 2008 - May 2010
John Hancock Funds   July 2007 - June 2008
John Hancock Funds   September 2005 - July 2007

Skills
Marketing Communications, Event Planning, Public Relations, Marketing Strategy, Business Development, Social Media, Writing, Copy Editing, Work Process Improvement, Business Analysis, Analytical Approach, Search Engine..., Volunteer Leadership, Marketing, Newsletters, Media Relations, Event Management, Social Media Marketing, Blogging, Press Releases

Education
Florida State University   2001 — 2005
B.S.

Experience
Voya Financial  June 2015 - Present
TIAA-CREF  July 2012 - May 2015
Bank of America  January 2010 - July 2012
Bank of America  October 2007 - January 2010
John Hancock Funds   February 2006 - April 2007
Wachovia Retirement Services  2002 - 2006
State Street Research  2000 - 2001
Fidelity Investments  1993 - 2000

Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing

Education
Boston College   2010 — 2014
MS, Business Communications

Babson College   2010 — 2010
Executive Education, Women's Leadership Program

Boston University   1998 — 1998
PMP, Project Management

Boston College   1988 — 1992
BA, Communications

Newton Country Day   1984 — 1988

Experience
Blue Cross Blue Shield  March 2012 - Present
ING (Formerly CITISTREET)   March 2007 - November 2011
MetLife (Formerly New England Financial)   February 2001 - March 2007
JOHN HANCOCK FUNDS   December 1998 - February 2001
MARCHIEL & ASSOCIATES   October 1998 - November 1998
NEW ENGLAND FUNDS  September 1995 - July 1998
State Street Research  March 1994 - September 1995
Colonial Investor Service Center   April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC  November 1992 - April 1993
BFDS  May 1990 - November 1992

Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint

Education
Quincy College
degree, Computer Science

Experience
John Hancock Funds   January 2010 - Present
John Hancock  June 2008 - December 2009
John Hancock  October 2005 - June 2008

Skills
Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Wealth Management, Sales, Series 24, 401k, Alternative Investments, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Series 65, Strategic Financial..., Defined Contribution, Series 6, Securities, Investments, Investment Strategies

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

Syracuse University - Martin J. Whitman School of Management   1999 — 2003
Bachelor of Science (B.S.), Finance

Andover High School   1995 — 1999

Experience
OppenheimerFunds  July 2011 - Present
John Hancock Funds   June 2010 - July 2011
DWS Investments / Deutsche Bank   March 2007 - October 2009
High Pointe Capital Management   October 2003 - January 2007
Safeco Asset Management   January 2001 - September 2003
Northern Trust Global Investments  June 1998 - January 2002

Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management

Education
College of the Holy Cross
Bachelor of Arts degree, English major

DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration

Experience
Pioneer Investments  April 2013 - Present
Pioneer Investments  August 2005 - April 2013
Pioneer Investments  March 2004 - August 2005
John Hancock Funds   April 2001 - March 2004
ADP  January 2000 - April 2001

Skills
Investments, Series 63, Series 7, Asset Allocation, Mutual Funds, Coaching, Wealth Management, Asset Management, Great Motivator, Leadership Development, Series 6, Retirement Planning, Alternative Investments, Fixed Annuities, Securities, FINRA, Investment Advisory, Series 24, Retirement, Investment Strategies, Separately Managed..., 401k, Financial Services

Education
University of New Orleans   1990 — 1994

Lesley University
Business, Management, Marketing, and Related Support Services

Experience
Fortis Investments  2003 - 2008
John Hancock Funds   May 1998 - December 2003
Hagler, Mastrovita & Hewitt   1994 - 1998

Education
Chartered Financial Analyst   1995 — 1997
CFA, Chartered Financial Analyst

Brown University
AB, Economics

Experience
Univita Health Inc  March 2013 - August 2015
Univita Health Inc  May 2011 - March 2014
Univita Health Inc  December 2009 - April 2011
Univita Health Inc  May 2001 - December 2009
Positive Output, LLC   November 2000 - May 2001
Cargo Service Centers   August 2000 - November 2000
Tech. Develop and Consulting, Inc   February 2000 - August 2000
Ameriserve Corporation   January 1999 - February 2000
John Hancock Funds   August 1998 - January 1999
Real 3D  May 1998 - August 1998

Skills
Crystal Reports, Boating, Healthcare, Unix, Databases, Microsoft SQL Server, Windows, HTML, Access, Business Analysis, Computer Science, Customer Service, Data Analysis, Data Analytics, Data Warehousing, Fishing, Geographic Information..., IT Leadership, Leadership, Martial Arts, Management, Marine Corps, Medicare, Medicaid, Managed Care, Medical Terminology, MS programs, Project Management, MS Project, MS Excel Pivot Tables, Motorcycle Safety, Private Pilot, Requirements Gathering, SDLC, Technical Requirements..., Youth Mentoring, Visio, SQL, Troubleshooting, Visual Basic, Integration, Analysis, Software Documentation, SharePoint, Business Intelligence, Agile Methodologies, Microsoft Office, HIPAA, Process Improvement, .NET

Education
Colorado Technical University   2004 — 2007
MBA, IT Management

Florida International University   1992 — 1996
Bachelors of Science, Management Information Systems - Electrical Engineering

Experience
BFT Advisors   2010 - Present
PNC Wealth Management  2008 - 2010
John Hancock Funds   2004 - 2007

Skills
Investments

Education
Suffolk University Law School   2004 — 2008
JD, Estates and Trusts

Experience
Junxure  September 2008 - Present
Salient Surgical Technologies, Inc.   November 2006 - September 2008
John Hancock  June 2006 - November 2006
Investors Capital Corporation  August 2002 - May 2006
John Hancock Funds   1998 - 2002

Skills
Needs Analysis, Instructional Design, Course Development, Course Design, Platform Delivery, Large Group Facilitation, Small Group Training, Project Management, Online Training, Presentation Development, Group Presentations, Presentation Preparation, Sales Skills Training, Sales Trainings, One-on-One Coaching, Software Training, Technical Training, Soft Skills Training, Product Training, Professional..., Managerial Experience, Training Workshops, Staff Development, Hands-on Training, Training, Management, Sales, Selling Skills, Customer Service, Team Leadership, Software Documentation, E-Learning, Business Development, Sales Management, Sales Process, Employee Training, Program Management, CRM, Team Building, Enterprise Software, Salesforce.com, Marketing, Selling, Technical Writing, Training Delivery, Software Implementation

Education
University of Illinois at Urbana-Champaign   2008 — 2009
M.Ed., Online Learning and Adult Education

Plymouth State University   1992 — 1996
B.S., Childhood Studies/Outdoor Education

Experience
John Hancock Financial Services  July 2005 - Present
Archdiocese of Boston  September 2013 - Present
PFPC  May 2002 - June 2005
John Hancock Funds   June 2000 - February 2002
Brown Brothers Harriman  September 1999 - May 2000
Colonial Management Associates, Inc.   July 1997 - August 1999
Chase Global Funds Services Company   February 1992 - July 1997
Putnam Investments  January 1987 - January 1992
State Street Bank  September 1979 - January 1987
F.W. Woolworth Co.   June 1973 - September 1979

Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning

Education
Archdiocese of Boston   2009 — 2013
Diaconate Formation Program in Sacraments & Theology

Suffolk University   1981 — 1985
Master of Business Administration (M.B.A.)

Babson College   1975 — 1979
Bachelor's Degree, Accounting

St. Sebastian's School   1971 — 1975
College Preparatory and High School Diploma Program

Experience
Standard Life Investments  October 2013 - Present
John Hancock Funds   2011 - 2013
John Hancock Funds, LLC  2005 - 2011
John Hancock Funds   2002 - 2005
John Hancock Funds   1999 - 2002
John Hancock Funds   1998 - 1999
Genesys Software Systems  1997 - 1998
Manulife Financial (formerly North American Security Life)   1994 - 1997
North American Security Life  1990 - 1994

Skills
product positioning, advertising and..., Ability to build..., Positioning, Series 7, Product Marketing, Complex Project..., Alternative Investments, Mutual Funds, Investments, Asset Allocation, Wealth Management, Competitive Analysis, Series 63, Strategy, Series 6, Financial Services, Asset Managment, Business Development, Equities, Fixed Annuities, Retirement, Strategic Communications, Integrated Marketing, Asset Management, Portfolio Management, Securities, Investment Advisory

Education
Suffolk University
MBA, Finance

University of New Hampshire
BA, Psychology

College of Financial Planning
Chartered Retirement Planning Counselor (CRPC)

Experience
FirstService Residential Florida  May 2015 - Present
FirstService Residential Florida  November 2013 - Present
Mandarin Oriental Hotel Group  December 2011 - October 2013
VectorGlobal Wealth Management Group  November 2010 - November 2011
Beta Capital Management  September 2008 - July 2010
Morgan Stanley Smith Barney  August 2007 - July 2008
Bank of America  November 2006 - May 2007
Fidelity Investments  January 2004 - August 2004
John Hancock Funds   December 2002 - January 2004

Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership

Education
Universidad Pública de Navarra   2005 — 2006
Masters

University of Maryland College Park   1998 — 2002
B.S.

Experience
Fidelity Investments  June 2015 - Present
Fidelity Investments  January 2013 - June 2015
John Hancock Funds   September 2010 - February 2013
John Hancock Annuities  June 2008 - September 2010
John Hancock Life Insurance Company (U.S.A.)   June 2007 - June 2008

Skills
Series 6, Series 7, Series 63, MA Life, Mutual Funds, Annuities, 529 Plans, 401k, Fixed Annuities, Retirement, Retirement Planning, Securities, Investments, Separately Managed..., Asset Allocation

Education
Boston University Graduate School of Management   2011 — 2014
MBA, Investments

Lafayette College   2003 — 2007
BA, Business and Economics

Lawrence Academy   1999 — 2003
High School

Experience
Boston Scientific  2014 - 2015
Rethink Robotics  2013 - 2014
Zipcar  2011 - 2013
Upromise, Inc.(sub of Sallie Mae)   2007 - 2011
Upromise  2006 - 2011
Publishers Circulation Fulfillment  April 2004 - August 2006
John Hancock Funds   February 1999 - July 2003
John Hancock Signature Services  January 1997 - July 1998

Skills
Social Media, Editing, Community Management, Customer Service, Social Media Marketing, Facebook, Web Analytics, Marketing Strategy, Marketing Communications, Lead Generation, CRM, Social Networking, Marketing, Mobile Devices, Copywriting, Integrated Marketing, Strategy, SEM, Analytics, User Experience, Digital Media, Advertising, Newsletters, Brand Management, E-commerce, Start-ups, Leadership, Management, Online Marketing, Google Analytics, Web Content, Creative Writing, Digital Strategy, Content Strategy, B2B, Brand Awareness

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2003
MBA

Union College
BA, English Major, Spanish Minor

Experience
XtremeBarware.com   July 2006 - Present
John Hancock Funds   January 2002 - February 2006
H & R Block Financial Advisors  January 2000 - January 2002

Skills
Social Media, Social Media Marketing, Sales, Strategic Planning, Customer Service

Education
University of Tennessee-Knoxville - College of Business Administration   1996 — 2000
Bachelor of Science in Business Administration, Finance

Experience
Investors Capital  March 2014 - Present
Investors Capital  February 2007 - September 2014
Microdesk  2005 - 2007
Commonwealth Financial Network  2000 - 2005
John Hancock Funds   September 1999 - September 2000
Scudder Kemper Investments  1998 - 1999
Putnam Investments  1990 - 1990

Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations

Education
Boston University   1983 — 1987
Biomedical Engineering

Hawken School

Experience
Fidelity Investments  February 2011 - Present
AARP Services  April 2007 - February 2011
Upromise  October 2005 - April 2007
AP Insurance   March 2004 - September 2005
Pioneer Investments  March 2000 - November 2003
Thingworld.com  March 1999 - March 2000
John Hancock Funds   August 1997 - March 1999

Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1999
MBA, MIS

Boston University - School of Management   1984 — 1988
BSBA, Marketing

Experience
Dell Services  September 2013 - Present
Network Health  February 2013 - September 2013
NaviNet  October 2011 - March 2012
Partners Health Care  February 2008 - May 2011
Mercer HR Services  June 2006 - February 2008
Mellon Financial  May 2002 - January 2005
John Hancock Funds   October 1998 - January 2002
EDS  September 1996 - March 1998
Harvard Community Health Plan/Harvard Pilgrim   October 1983 - September 1996

Skills
Project Management, Busness Analysis, SDLC, Process Improvement, Agile, Scrum, MS Project, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Healthcare Information..., Electronic Medical..., Gap Analysis, Change Management, Resource Management, Functional/Technical..., Use Cases, Process Flow..., Data Flow, Cost Estimation and..., Risk Management and..., Software Implementation, PMO, PMP, Requirements Gathering, Software Project..., Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Integration, Microsoft Project

Education
Clark University
BA, Computer Science/Mathematics majors, Education minor

Experience
Quartz Partners Investment Management   February 2015 - Present
PageOne Financial   June 2012 - February 2015
Direxion Funds   January 2011 - July 2011
Direxion Shares   January 2009 - January 2011
John Hancock Funds   June 2006 - October 2008
Putnam Investments  February 2005 - May 2006
Ameriprise Financial Services, Inc.   February 2001 - February 2005

Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development

Education
Brandeis University   1998 — 2002
BA, Econ

Cheshire Academy

Experience
Globoforce  December 2014 - Present
My Virtual COO   February 2013 - September 2014
ByAllAccounts  April 2011 - October 2012
LPL Financial  July 2007 - April 2011
John Hancock Funds   February 2005 - June 2007
John Hancock Funds   October 2002 - February 2005

Skills
Relationship Management, Investment Advisory, New Business Development, Financial Advisory, Sales, Management Consulting, Solution Selling, SaaS, Data Aggregation, CRM, Document Management, Software integration

Education
Drake University   1998 — 2002
B.S. in Business Administration, Actuarial Science/Finance

Experience
PNC Wealth Management  2009 - Present
AMS Consulting  December 2007 - Present
Self Employed  May 2007 - Present
John Hancock Funds   2005 - 2007

Education
Suffolk University Law School   2004 — 2007

Spuyten Divel

State University of New York College at Geneseo

Experience
Bank of America  March 2008 - Present
State Street Corporation  March 2006 - October 2007
Deutsche Asset Management  February 2003 - March 2006
John Hancock Funds   1997 - 2003

Education
Utica College   2008 — 2010
Certificate, Financial Crimes Investigations

Bentley University   1984 — 1988
BS, Business Economics

Experience
Clough Capital Partners, LP  June 2010 - Present
John Hancock Funds   May 2009 - June 2010
Gannett Welsh & Kotler LLC   January 1997 - April 2009
Teton Partners LP   1993 - 1996
BancWare  1991 - 1993

Skills
Portfolio Management

Education
Bridgewater State University   1987 — 1991
BS, Management, Finance Economics

Experience
John Hancock Investments  February 2005 - Present
John Hancock Funds   1997 - 2004
Johh Hancock Funds   1996 - 1998
John Hancock Funds   1994 - 1996

Education
Suffolk University   1998 — 2001
MBA, Finance

Northeastern University   1990 — 1994
BS, Journalism

Philly Wine
Wine Spirits Education Trust

Experience
John Hancock  Sales Vice President, Business ConsultantJohn HancockMay 2006 - Present
John Hancock Funds   2006 - Present
ADP  2004 - 2006
Nuveen Investments  1999 - 2004

Skills
401k, Sales, Mutual Funds, Asset Allocation, Sales Management, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management

Education
University of Maryland College Park   1996 — 1998
M.A., American Studies, Historic Preservation

Franklin & Marshall College   1992 — 1996

Experience
Fidelity Investments  January 2012 - Present
Fidelity Investments  April 2002 - December 2011
John Hancock Funds   October 1998 - March 2002
Fidelity Investments  May 1995 - September 1998

Education
Clark University   1991 — 1995
BA, English (Focus Medieval Literature)

American School in London   1988 — 1991

Experience
Robeco Investment Management  2002 - Present
John Hancock Funds   1996 - 2001
The Bank of Boston   1993 - 1996
The Boston Company  1992 - 1994
The Boston Company  1988 - 1992

Skills
Asset Managment, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Financial Markets, Derivatives, Hedge Funds, Mutual Funds, Trading Systems

Education
Providence College   1984 — 1988
BS Accounting

Experience
Endeavour Investment Partners, LLC   January 2013 - Present
Eastern Bank  2007 - 2011
Fidelity Investments  2000 - 2007
Fidelity Investments Portfolio Advisory Services   1998 - 2000
Fidelity Investments National Financial  1996 - 1998
John Hancock Funds   1995 - 1996
Colonial Funds  1990 - 1992

Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management

Education
Boston University   2009 — 2010
Certificate in Financial Planning

Eastern Kentucky University   1983 — 1987
BBA, Finance

Experience
Fidelity Investments  July 2001 - Present
John Hancock Funds   1997 - 1999
Scudder  1992 - 1998

Education
Boston University Questrom School of Business   1994 — 1999
MBA, Marketing

Boston College   1988 — 1992

Experience
MFS Investment Management  May 2012 - Present
Deutsche Asset Management  2004 - April 2012
John Hancock Funds   1992 - 2004
Dewey & LeBoeuf LLP  1987 - 1992
Mass Mutual  1984 - 1987

Education
Greater Boston Executive Program, MIT Sloan School of Management   1998 — 1998

The George Washington University Law School   1981 — 1984
JD

Brandeis University   1977 — 1981
BA

Trinity College Dublin   1979 — 1980
N/A, Visting Student In History

Experience
Jewish Family & Children's Service   February 2010 - Present
Temple Beth Shalom  2009 - Present
Needham Education Foundation   2008 - June 2012
Jewish Family and Children's Service  November 2009 - February 2010
Lexicon Management   2006 - December 2009
Chapel Street Partners   2004 - 2006
John Hancock Funds   1991 - 2003
Sanyo Securties America   1986 - 1990

Education
University of California, Berkeley   1979 — 1983
B.A, Political Economy

The George Washington University   1983 — 1984
International and Public Affairs

International Christian University   1984 — 1986
Japanese; International Economics

Experience
WB MASON  February 2010 - Present
JOHN HANCOCK FUNDS   August 2005 - March 2009
MFS Investment Management  August 1995 - August 2005

Education
Plymouth State University   1989 — 1992
Business Management, Marketing

braintree high school   1984 — 1988
high school, english

Experience
MFS Investment Management  June 1998 - March 2012
John Hancock Advisors  March 1996 - May 1998
John Hancock Funds   September 1994 - March 1996

Skills
Risk Management, Financial Management, Asset Management, Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Capital Markets, Financial Modeling, Equities, Finance, Hedge Funds

Education
CFA Designation

Boston College - Wallace E. Carroll Graduate School of Management
MS, Masters in Finance

Regis College
Bachelor of Business Administration (B.B.A.)

Experience
EMPOWER Retirement  November 2009 - Present
Fidelity Investments  November 2006 - December 2008
John Hancock Funds   August 2003 - June 2006
Putnam Investments  August 1997 - August 2003
Learning Technologies, Inc.   1989 - 1997

Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS

Education
Southern New Hampshire University   2012 — 2016
Master of Business Administration (M.B.A.), Finance

Merrimack College   1999 — 2006
Bachelor of Science, Finance

Experience
PHS CONSULTING SERVICES ; West Palm Beach, FL / NYC / Dallas, TX   June 2009 - Present
FORENSIC MORTGAGE AUDIT GROUP, Palm Beach Gardens, FL   January 2008 - May 2009
THOMAS WEISEL PARTNERS  April 2000 - August 2004
JOHN HANCOCK FUNDS   October 1999 - April 2000
STATE STREET RESEARCH & MANAGEMENT  July 1994 - October 1999

Skills
Foreclosures, REO, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Financial Modeling, Private Equity

Education
Cornell University   1992 — 1994
MBA, Finance

Cornell University - Johnson Graduate School of Management   1992 — 1994
MBA, Finance

Clark University   1983 — 1987
BA, Computer Science

Experience
Russell Warye, Inc.   August 2012 - Present
Rosetta Partners   January 2010 - January 2013
Quest CE  April 2008 - February 2009
John Hancock Funds   November 1999 - May 2002
Hewitt Associates  January 1999 - September 1999
Strong Retirement Plan Services   1989 - 1999

Skills
FINRA, Equities, New Business Development, Wealth Management, Sales Management, Financial Services, Insurance, Investments, Marketing Strategy, Asset Managment, Social Media, Series 7, Retirement Planning, Asset Allocation, Relationship Management, 401k, Series 63, Alternative Investments, Customer Insight, Customer Retention, Mutual Funds, Leadership, Customer Service, Process Improvement, Retirement

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2005
MBA, Business

Marquette University   1998 — 1999
MBA, Business Administration and Management, General

Lawrence University   1985 — 1989
Economics/French, Business

Experience
LAUCHLANWORKS, LLC  March 2008 - Present
John Hancock Funds   2006 - 2008
Standard & Poor's   July 1997 - March 2006
Published Image   December 1992 - July 1997

Skills
Adobe Creative Suite, Marketing Communications, Creative Direction, Corporate Branding, Web Design, Photoshop, E-commerce, Marketing, CRM, Marketing Management, Strategy, Direct Mail, Management, Direct Marketing, Email Marketing, Competitive Analysis, Product Management, Online Marketing, Social Media Marketing, Advertising, Marketing Strategy, New Business Development, Online Advertising, Brand Development, Integrated Marketing

Education
Savannah College of Art and Design   2006 — 2009
Masters Degree, Communication and Media Studies

Purdue University   1984 — 1988
Bachelor of Arts, Visual Communication Design

Experience
John Hancock Funds   2005 - 2009
John Hancock Funds   2000 - 2005
John Hancock Funds   1998 - 2000

Skills
Series 63, Wealth, Direct Sales, College Savings Plans, Long Term Care Insurance, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Mutual Funds, ETFs, Retirement, Retirement Planning, Variable Annuities, Investment Strategies, Sales, Series 6, Investment Management, Series 65, Investment Advisory, Relationship Management, New Business Development, Series 7, Wealth Management, Fixed Annuities, Separately Managed..., Securities, 401k, Investments

Education
Hartwick College   1993 — 1997
BA, Economics

Experience
John Hancock Funds   February 2008 - Present
State Street Bank / Investors Bank & Trust Company   May 2006 - February 2008
KPMG LLP  August 2004 - May 2006
Allmerica Financial  July 2003 - August 2004
KPMG LLP  February 2000 - July 2003
Investors Bank & Trust  May 1999 - February 2000
Chevy Chase Bank  July 1997 - May 1999
Frank & Company, p.c.   October 1996 - July 1997
Cahners Publishing  March 1996 - September 1996

Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning

Education
Bentley University   2010 — 2013
Master's Degree, Taxation

Northeastern University
BSBA, Accounting

Experience
West Branch Capital   April 2009 - Present
Legacy Financial Services  January 2003 - April 2009
John Hancock Funds   September 1985 - September 2002
The New England  January 1977 - September 1985

Skills
Fixed Income, Portfolio Management

Education
Columbia University - Columbia Business School   1975 — 1977
MBA, Finance

Stony Brook University   1970 — 1974
BS, Applied Math and Economics

Columbia University
MBA; MS; BS, Applied Math; Applied Math and Economics

Experience
G2 Sales & Organization Consultants   May 2015 - Present
Parnaby Financial Associates   June 2010 - Present
SunBelt Land Management   October 2014 - May 2015
Integrity Investments   November 2010 - October 2014
Stratstone Securities   2009 - 2009
Financial Institutions Group, Wells Real Estate Funds   January 2003 - November 2008
Financial Institutions Group, Wells Real Estate Funds   August 2001 - January 2003
Wells Real Estate Funds  January 2000 - January 2001
Evare LLC  January 1998 - January 2000
John Hancock Funds   January 1997 - January 1998

Skills
Sales Management, Performance Analysis, Training & Development, Team Leadership, Team Building, Achieving Results, Practice Management, Securities, Sales, Alternative Investments, Employee Training, Mutual Funds, Series 63, Investments, Business Development, Asset Management, Investment Strategies, Banking, Insurance, Relationship Management, Selling

Education
Florida State University
BA, International Affairs and Political Science

University of Illinois at Urbana-Champaign
Public Finance

Experience
Vab Media Web Design and SEO Marketing Firm   September 2011 - Present
Rank Corporation   2011 - 2011
American Express  2010 - 2010
GE Asset Management  April 2006 - 2008
GE Asset Management  September 2005 - March 2006
GE Asset Management  July 2003 - August 2005
GE Capital Services  March 2001 - July 2003
Cambridgeport Bank  January 2000 - January 2001
John Hancock Funds   November 1999 - January 2000
United States House  September 1998 - December 1998

Skills
Cross-functional Team..., Private Equity, Financial Modeling, Equities, Asset Managment, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Financial Reporting, Hedge Funds, Investments, Investment Banking, Finance, Business Planning, Bloomberg, Capital Markets, Auditing, Asset Management, Analysis

Education
Duke University   1995 — 1999
BA, Political Science

Greenwich High School   1991 — 1995

Experience
John Hancock Funds   January 2008 - Present
Wellington Management  November 2005 - December 2007
JP Morgan Chase  September 1991 - November 2005
BTMU Capital Corporation  July 1998 - November 1999

Education
Suffolk University - Sawyer School of Management   1994 — 1997
MBA

University of Massachusetts Boston   1986 — 1990
BS, Management-Accounting

Experience
Commonwealth Financial Network  April 2014 - Present
Leadership Roles   2014 - Present
McManus Consulting   November 2010 - Present
John Hancock Funds   1996 - 2010
Fidelity Investments  1990 - 1996
Putnam Investments  November 1985 - May 1990

Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning

Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices

College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation

Wharton/Securities Industry Association   2004 — 2006

John Hancock/Babson Executive Leadership Program

Trinity College, Dublin   1987 — 1988
Read Irish Literature and Business

Penn State University   1983 — 1985
M.A., Creative Writing and English

Adelphi University   1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater

Experience
American Funds  July 2000 - Present
John Hancock Funds   September 1992 - July 2000

Education
Dartmouth College   1987 — 1991
BA, History

Lincoln-Sudbury Regional High School   1984 — 1987

Experience
Federal Reserve Bank of Boston  2012 - Present
Standard Life Investments (Edinburgh)   2007 - 2011
RMR Advisors   2004 - 2007
John Hancock Funds   1997 - 2004
Sun Life Financial of Canada  1995 - 1997
Wellington Management  1988 - 1995

Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Valuation, Wealth Management, Investments, Securities, Risk Management, Credit Risk, Market Risk, Equity Research, Equity Valuation, Investment Valuation, Financial Risk, Fixed Income Analysis, Fixed Income Portfolio..., Real Estate, Real Estate Economics

Education
Niagara University

Northeastern University
MBA, Finance