John Hancock Funds LLC
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John Hancock Funds LLC Employees
Hewlett-Packard June 2015 - Present
Versatile Communications January 2012 - June 2015
Versatile Distribution Services December 2012 - March 2014
John Hancock Funds, LLC April 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) August 2008 - April 2010
Skills
HP, Solution Selling, Cloud Computing, Virtualization, Salesforce.com, VMware, SaaS, Enterprise Storage, Direct Sales, VMware Infrastructure, Enterprise Software, Sales Process, Strategic Partnerships, Channel Partners, Management, Servers, Data Center, Start-ups, Workstations, Channel Relationship..., Enterprise Network
Education
McGill University 2004 — 2008
BA, Political Science, International Development
Norwegian Cruise Line August 2013 - Present
John Hancock Funds, LLC September 2010 - July 2013
John Hancock Funds, LLC April 2008 - September 2010
John Hancock Funds, LLC October 2006 - April 2008
John Hancock Funds, LLC May 2005 - October 2006
Skills
HTML, Omniture, Dreamweaver, E-commerce, Online Marketing, Web Marketing, Financial Services, Insurance, Email Marketing, Marketing Strategy, Web Analytics
Education
Stonehill College 2001 — 2005
BA, Mathematics
University of Pittsburgh 2003 — 2003
Semester at Sea
John Hancock Funds, LLC January 2007 - Present
MFS Fund Distributors, Inc July 1993 - December 2006
Skills
Mutual Funds, Investments, 401k, Qualified Retirement..., 529 Plans, Separately Managed..., Variable Annuities, Series 7, Series 65, Series 63, Series 6, Sailing, Downhill Skiing, Scuba Diving
Education
San Diego State University-California State University 2009 — 2010
Financial Planning and Services
Salem State University 1985 — 1990
MS, Mathematics
Citizens Bank March 2014 - Present
National Black MBA Association, Boston Chapter January 2014 - January 2015
John Hancock Funds, LLC December 2011 - March 2013
John Hancock Funds, LLC December 2010 - December 2011
John Hancock Funds, LLC August 2005 - December 2010
State Street Corporation May 2003 - August 2005
Skills
Chartered Retirement..., Licenses: Series 6 &..., Excellent..., CRM, Management, Investments, Mutual Funds, Project Management, Securities, Business Development, Sales, Training, Financial Advisory, Sales Operations, Project Planning, Series 63, Financial Services, Series 6, Wealth Management, Marketing, Account Management, Program Management, New Business Development, Human Resources, Talent Management, Change Management, Coaching, Product Management, Sales Management, Relationship Management, Insurance, Portfolio Management, Strategy, Leadership, Team Leadership, Analysis, Business Process...
Education
Simmons College - Simmons School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
John Hancock Funds, LLC December 2004 - May 2013
John Hancock Financial Services 2000 - 2004
John Hancock Financial Services 1997 - 2000
John Hancock Financial Services 1992 - 1997
John Hancock Life Insurance Company 1989 - 1992
John Hancock Life Insurance Company 1986 - 1989
Skills
Financial systems..., Financial reporting,..., Income statement,..., Data uploads /..., Statutory, GAAP, Tax..., Microsoft Office..., Account Reconciliation, Finance, Financial Analysis, Accounting, Financial Services, Internal Audit, General Ledger, Financial Reporting, Financial Statements, Payroll, Access, Analysis
Education
Northeastern University 1988 — 1990
Certificate Programs -, Finance, Accounting, Computer Programming
Newbury College 1982 — 1984
Associates, Applied Science - Business Management
The Rock Creek Group September 2014 - Present
Cambridge Associates July 2012 - September 2014
Energi Insurance Services, Inc. January 2012 - May 2012
John Hancock Funds, LLC June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Eviews, R, Econometrics, Community Outreach
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics and Mathematics
St. Sebastian's School 2003 — 2008
RStudio, Inc. January 2015 - Present
Knowledgent January 2014 - July 2014
Tibco Spotfire October 2011 - January 2014
ByAllAccounts January 2011 - September 2011
John Hancock Funds LLC March 2008 - December 2010
Guardian Investor Services March 2007 - March 2008
Skills
Spotfire, Enterprise Software, Business Intelligence, Data Analysis, Data Visualization, Big Data, Solution Selling, Sales, Negotiation, Consultative Selling, Mutual Funds, Salesforce.com, Sequoia Selling System, Sandler Sales, TimeTrade, Selling, SaaS, Business Development, Analytics, Competitive Analysis, Sales Process, Strategy, Management, CRM, Leadership, Go-to-market Strategy, Business Strategy, Marketing Strategy, Value Based Selling, Program Management, Cold Calling, Strategic Planning, Direct Marketing, Strategic Partnerships, Training, Financial Services, Lead Generation, Sales Operations, Direct Sales, Cloud Computing, Account Management, Professional Services, Consulting, Software Industry
Education
Boston University 2008 — 2010
B.S., Managerial Studies
Hull High School
University of Massachusetts, Amherst
John Hancock Funds, LLC March 2013 - Present
John Hancock Funds, LLC August 2011 - March 2013
Eze Castle Software July 2010 - July 2011
Bureau of Economic Analysis June 2009 - May 2010
Pax World Funds June 2008 - August 2008
Obama for America 2007 - 2008
Education
Bates College 2006 — 2010
BA, Economics, French
Université de Nantes 2009 — 2009
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
John Hancock Funds LLC April 2007 - Present
BlackRock 2004 - March 2007
State Street Research & Management 2000 - 2004
Skills
Series 63, Series 6, Separately Managed..., Series 7, Mutual Funds, Series 65, Retirement Planning, Alternative Investments, Retirement, 529 Plans, Financial Services, Wealth Management, Asset Allocation, FINRA, Securities, Portfolio Management, 401k, Fixed Annuities, Variable Annuities, IRAs, ETFs, Series 24
Education
Curry College 1995 — 1999
Communications
Warwick veterans memorial hs
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
American Public Television October 2014 - Present
Hire Partnership August 2014 - October 2014
Hire Partnership January 2013 - July 2014
Hire Partnership August 2012 - November 2012
Southern New Hampshire University September 2010 - May 2012
Southern New Hampshire University September 2009 - May 2012
Doyle's Cafe May 2010 - September 2010
John Hancock Funds, LLC July 2009 - August 2009
Boston Youth Fund- B2 Summer Karate Camp July 2006 - August 2008
Skills
Critical Thinking, Customer Service, Problem Solving, Organization, Access, Microsoft Office, Lotus Notes, Internet Explorer, Teamwork, Time Management, Outlook, Budgets, Data Entry, Event Planning, Facebook, Marketing, Microsoft Excel, Microsoft Word, Organization Skills, PowerPoint, Public Speaking, Research, Social Media, Social Networking
Education
Southern New Hampshire University 2009 — 2012
Bachelor of Art, Environmental Management
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
Positive Retirement Outcomes, LLC December 2008 - Present
John Hancock Funds LLC April 2006 - December 2008
MFS Retirement Services, Inc. June 1997 - November 2005
Fleet Investment Management January 1992 - June 1997
NYLIFE Securities, Inc. April 1990 - January 1992
New York Life Insurance Company March 1983 - January 1992
New York Life Insurance Company January 1986 - December 1987
Skills
Retirement Planning, ERISA, Retirement, Defined Benefit, Investments, Pensions, Investment Management, Financial Services, New Business Development, Defined Contribution, Deferred Compensation, Wealth Management..., 401k, Asset Allocation, Estate Planning, Wealth Management, Series 63, Mutual Funds
Education
Syracuse University 1976 — 1980
BA, Psychology
Nichols School 1968 — 1976
John Hancock Funds LLC April 2001 - November 2011
John Hancock Funds LLC September 1999 - March 2001
John Hancock Funds LLC February 1997 - August 1999
Skills
Client Relationship..., Event Planning, Customer Retention, Marketing Strategy, Marketing Communications, Team Building, Business Planning, Relationship Management, Account Management, CRM, Business Development, Mutual Funds, Alternative Investments, Financial Services, Sales
Education
Boston College 1987 — 1991
John Hancock Investments April 2013 - Present
John Hancock Funds LLC January 2007 - March 2013
John Hacock Funds LLC July 2002 - December 2006
Skills
Series 7, Series 63, Mutual Funds, 401k, 529 Plans, Retirement Planning, Retirement, Series 6, Fixed Annuities, FINRA, Asset Allocation, Series 24, Series 65, Uniform Combined State..., Securities, Variable Annuities, Wealth Management, Alternative Investments, Financial Services, ETFs, Investment Advisory
Education
The College of New Jersey 1982 — 1987
BS, Criminal Justice
Delaware Valley Regional High School
Symmetry Partners January 2015 - Present
Empirica Solutions Group, Inc. March 2013 - January 2015
John Hancock Funds, LLC March 2010 - March 2013
Pioneer Investments January 2006 - March 2010
Pioneer Investments June 2004 - January 2006
WELLESLEY FINANCIAL GROUP January 2002 - June 2004
Skills
Public Speaking, Business Development, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Managment, Wealth Management, Investment Advisory, Separately Managed..., Investment Strategies, Networking, Asset Management, Financial Advisory, Fixed Income, Portfolio Management
Education
Boston University Questrom School of Business 2004 — 2005
Master of Science, Investment Management
University of Colorado Boulder 1989 — 1993
Bachelor of Arts, History
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)
John Hancock Funds May 2013 - Present
John Hancock Funds, LLC February 2012 - Present
John Hancock Annuities May 2010 - February 2012
John Hancock Life Insurance Company (U.S.A.) September 2007 - May 2010
Skills
Series 6, Business Development, Fixed Annuities, Relationship Management, Sales Process, Series 63, Mutual Funds, Variable Annuities, Financial Services, Life Insurance, Finance, Financial Advisory, Financial Planning
Education
University of New Hampshire 2002 — 2007
Economics, Business
Compass EMP Funds December 2013 - Present
Paul D. Graffy & Co. January 2012 - November 2013
John Hancock Funds, LLC March 2005 - December 2011
MFS Investment Management 1997 - 2005
Skills
Investments, Start-ups, Series 7, Financial Services, Product Development, Asset Allocation, Strategic Planning, Entrepreneurship, New Business Development, Leadership, Mutual Funds, Sales, Retirement Planning, Marketing, Asset Management, Alternative Investments, Wealth Management, Series 63, Team Building, Separately Managed...
Education
University of Pennsylvania - The Wharton School
Graduate, Securities Industry Institute
University of Toronto - Rotman School of Management
Executive Program
University of Wisconsin / Chicago State University
BA, Economics
PNC Investments October 2013 - Present
John Hancock Funds, LLC December 2007 - September 2013
John Hancock Funds, LLC October 2005 - December 2007
John Hancock Funds, LLC. January 2001 - October 2005
Fidelity Investments Institutional Services October 1998 - January 2001
Skills
Mutual Funds, Series 6, Selling, Leadership, Retirement, Management, Sales, Series 63, Sales Operations, Series 7, Coaching, Series 65, Separately Managed..., Series 24
Education
Boston College
Business Management, Business Administration and Management, General
Canon Solutions America April 2015 - Present
Texas Farm Bureau Insurance Companies March 2013 - April 2015
John Hancock Funds, LLC July 2012 - November 2012
John Hancock Financial Services November 2011 - July 2012
John Hancock Financial Services September 2011 - November 2011
Monte Cruz Ranch May 2011 - June 2011
Blue Star Contemporary Art Center January 2011 - May 2011
Modern Multiples Inc. March 2011 - 2011
MT Studios 2006 - 2011
Skills
Retirement Education..., Financial Sales, Hunting Guide, Art Installation, Contemporary Art, Sales Finance, 401k, Mutual Funds, Series 7, Insurance, Sales, Sales Process, Series 63, Management, Retirement
Education
The University of Texas at San Antonio 2009 — 2011
B.A., Fine Art emphasis
Tumblr January 2015 - Present
Tumblr May 2013 - December 2014
IBM August 2011 - May 2013
John Hancock Funds LLC June 2010 - May 2011
Skills
Series 63, Wealth Management, Social Media Marketing, Requirements Gathering, Strategy, Series 7, Business Transformation, Project Management, Financial Services, Microsoft Excel, Sales, Management, Banking, Mutual Funds, Investments, Social Media, Financial Analysis, Business Process Design, Financial Modeling
Education
Boston College
Bachelor of Arts, Economics, History
Florence University of the Arts
Economics, History, Italian
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
FIS Global May 2015 - Present
John Hancock Investments 2003 - 2015
John Hancock Funds, LLC 1999 - 2003
Skills
Financial Services, Direct Marketing, Marketing Communications, Email Marketing, Advertising, Management, Marketing, Integrated Marketing, Direct Mail, Marketing Strategy, Social Media, Vendor Management, Project Management, Social Media Marketing, Mutual Funds, Strategy
Education
State University of New York College at Oswego
GMO Renewable Resources July 2012 - Present
GMO September 2010 - September 2012
KPMG August 2004 - 2010
John Hancock Funds LLC August 2000 - August 2004
Putnam Investments September 1997 - September 1999
Skills
Accounting, Mutual Funds, LLC, Financial Reporting, Audit, Auditing, Financial Services, CPA, US GAAP, Investments, Fund Accounting, Financial Accounting, Internal Controls
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Science, Accounting
University of Wisconsin-Madison 1995 — 1997
Master of Science, Atmospheric & Oceanic Science
Tufts University 1991 — 1995
Bachelor of Arts, History
Dartmouth High School
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
John Hancock Funds, LLC March 2011 - August 2012
Fred Alger Management September 2009 - July 2010
Fred Alger Management, Inc. May 2007 - September 2009
Smith Barney May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Managment, Mutual Funds, Series 7, Bloomberg, Investment Management, Asset Allocation, Investments, Equities, Portfolio Management, Series 63, Asset Management, Research, Hedge Funds, Financial Services, Fixed Income
Education
Fordham Gabelli School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Gettysburg College 2000 — 2004
Bachelor's degree, Business Management
John Hancock Funds, LLC January 2007 - Present
Guaranty National Mortgage September 2003 - January 2007
State Street 1999 - 2003
Boston Financial Data Services 1998 - 1999
Skills
Mutual Funds, Securities, 401k, Investments, Insurance, Financial Services, Asset Management, Relationship Management, Asset Allocation, Finance, Wealth Management, FINRA
Education
Boston University 2009 — 2009
Certificate in Paralegal Studies
Aquinas College at Milton 1997 — 1999
Quincy High School 1992 — 1996
AmericaFirst Securities, Inc August 2015 - Present
Major Financial Services Industry Money Manager March 2011 - April 2015
Ameriprise Financial January 2010 - March 2011
Ameriprise Financial Services, Inc. May 2008 - December 2009
First Trust Advisors July 2005 - October 2007
Curian Capital, LLC October 2002 - January 2005
John Hancock Funds LLC April 2001 - October 2002
Van Kampen Funds August 1999 - April 2001
Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Communications
University of Pittsburgh 1982 — 1986
Bachelor's degree, Communication and Media Studies
Sammons Retirement Solutions Member Company of Sammons Financial Group November 2011 - Present
John Hancock Funds, LLC November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) November 1996 - November 2010
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 6, Separately Managed..., Alternative Investments, Insurance, IRAs
Education
Siena College 1992 — 1996
BS, Marketing Management
UBS Financial Services Inc. November 2011 - Present
Midwest Insurance Company January 2009 - November 2011
John Hancock Funds, LLC February 2008 - November 2008
Midwest Insurance Company June 2007 - February 2008
Dreyfus Investments March 2004 - November 2006
Federated Investors July 1999 - December 2003
Federated Investors January 1999 - June 1999
Federated Investors April 1998 - December 1998
Skills
Mutual Funds, Portfolio Management, Insurance, Separately Managed..., Consultative Selling, Retirement, Investments, Asset Allocation, Sales Operations, Wealth Management, Investment Advisory, Alternative Investments, ETFs, High Net Worth..., Finance, Investment Strategies, Strategic Financial..., Investment Management, Hedge Funds, Relationship Management, Private Equity, Capital Markets, Managing Accounts, Financial Planning, Financial Advisory, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Purdue University
Bachelor of Arts, Political Science and Communication
John Hancock Funds, LLC 2000 - Present
Willand Printing Company June 1997 - April 2000
Ward After-School Program September 1994 - June 1997
Skills
Adobe Creative Suite, Creative Concept..., Graphic Design, Art, Photoshop, Typography, Print Production, Print, InDesign, Illustrator, QuarkXPress, Layout, Adobe Acrobat, Mac, Visual Communication, Pre-press, Image Editing, Direct Mail, Integrated Marketing, Creative Direction, Corporate Branding, Creative Problem Solving
Education
Boston University
MFA, Art Education
Rhode Island School of Design
Summer Studies Program
Rivier College
BFA, Art
The University of Georgia
Summer Studies Program in Cortona, Italy
Informatica July 2014 - Present
Informatica March 2012 - July 2014
Informatica March 2010 - February 2012
John Hancock Funds LLC 2007 - 2010
Skills
Salesforce.com, SaaS, Cloud Applications, Sales Management, Customer Success, Solution Selling, Cloud Computing, Cloud-based, Cloud Marketing, Hybrid Cloud, Sales Process, CRM, Consultative Selling, Enterprise Software, Software Industry
Education
University of Massachusetts Boston 2011 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General and Human Resources
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
The Professional Alliance, Inc. February 2014 - Present
John Hancock Funds, LLC October 2006 - May 2013
Financial Industry Regulatory Authority September 2001 - October 2006
Pioneer Investments May 1998 - September 2001
Skills
Mutual Funds, Financial Risk, FINRA, Internal Controls, Procedure Development, Supervision, Internal Audit, External Audit, Policy Analysis, Financial Services, Securities, Investments, Series 7, Equities, AML, Wealth Management, Risk Management, Retirement, Series 6, Series 63, Series 24
Education
Suffolk University 1994 — 1998
Bachelor's degree, Finance, General