John Hancock Funds LLC

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John Hancock Funds LLC Employees

Employee
Years
Job
Industry
Chase McElroy Chase McElroy Greater Boston Area Details
Chase McElroy's John Hancock Funds LLC Experience April 2010 - January 2012
Job Data Center Remarketing Consultant at HewlettPackard
Industry Computer Hardware
Experience
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

Patricia Le Patricia Le Miami, Florida Details
Patricia Le's John Hancock Funds LLC Experience September 2010 - July 2013
Job ECommerce Cross Channel Analyst at Norwegian Cruise Line
Industry Leisure, Travel & Tourism
Experience
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

Christopher Bertorelli, CFP®, CRPC® Christopher Bertorelli, CFP®, CRPC® Greater San Diego Area Details
Christopher Bertorelli, CFP®, CRPC®'s John Hancock Funds LLC Experience January 2007 - Present
Job Regional Vice President at John Hancock Funds, LLC
Industry Investment Management
Experience
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

Lissandra Lopez, MBA Lissandra Lopez, MBA Greater Boston Area Details
Lissandra Lopez, MBA's John Hancock Funds LLC Experience December 2011 - March 2013
Job VP, Sales & Service Development Manager
Industry Banking
Experience
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

Shirley Leung Shirley Leung Greater Boston Area Details
Shirley Leung's John Hancock Funds LLC Experience December 2004 - May 2013
Job Financial & Management Reporting Analyst
Industry Financial Services
Experience
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

Ryan Lynch Ryan Lynch Washington D.C. Metro Area Details
Ryan Lynch's John Hancock Funds LLC Experience June 2011 - August 2011
Job Analyst at The Rock Creek Group
Industry Financial Services
Experience
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

Stephen Peters Stephen Peters Holliston, Massachusetts Details
Stephen Peters's John Hancock Funds LLC Experience March 2008 - December 2010
Job Customer Success & Sales for RStudio
Industry Information Technology and Services
Experience
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

Shana Biletch Shana Biletch Greater Boston Area Details
Shana Biletch's John Hancock Funds LLC Experience March 2013 - Present
Job Associate Director, Institutional Sales at John Hancock Funds, LLC
Industry Financial Services
Experience
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

Andrew Norton, CIMA® Andrew Norton, CIMA® Greater Boston Area Details
Andrew Norton, CIMA®'s John Hancock Funds LLC Experience March 2007 - January 2009
Job Managing Director, Institutional Distribution at John Hancock Investments
Industry Investment Management
Experience
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

Luke Rameaka Luke Rameaka Greater Boston Area Details
Luke Rameaka's John Hancock Funds LLC Experience April 2007 - Present
Job Sales Vice President at John Hancock Funds LLC
Industry Investment Management
Experience
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

Andrew Vernon Andrew Vernon Greater Seattle Area Details
Andrew Vernon's John Hancock Funds LLC Experience October 1999 - September 2005
Job Regional Vice President at John Hancock Funds, LLC
Industry Financial Services
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

Rachel Turell Rachel Turell Jamaica Plain, Massachusetts Details
Rachel Turell's John Hancock Funds LLC Experience July 2009 - August 2009
Job Receptionist
Industry Media Production
Experience
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

Taylor Lydon, CFP® Taylor Lydon, CFP® Greater Boston Area Details
Taylor Lydon, CFP®'s John Hancock Funds LLC Experience February 2010 - January 2011
Job Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
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

Brian Dillon Brian Dillon Greater Boston Area Details
Brian Dillon's John Hancock Funds LLC Experience April 2006 - December 2008
Job President at Positive Retirement Outcomes
Industry Financial Services
Experience
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

Pamela Coleman Pamela Coleman Greater Boston Area Details
Pamela Coleman's John Hancock Funds LLC Experience April 2001 - November 2011
Job Relationship Manager
Industry Financial Services
Experience
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

Douglas Lyons Douglas Lyons Greater Boston Area Details
Douglas Lyons's John Hancock Funds LLC Experience January 2007 - March 2013
Job 529 Specialist at John Hancock Funds LLC
Industry Financial Services
Experience
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

Casey Dylan, CIMA® Casey Dylan, CIMA® Hartford, Connecticut Area Details
Casey Dylan, CIMA®'s John Hancock Funds LLC Experience March 2010 - March 2013
Job Senior Investment Consultant, Investment Specialist Group at Symmetry Partners
Industry Investment Management
Experience
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

Cathy Lazdowski Cathy Lazdowski Greater Boston Area Details
Cathy Lazdowski's John Hancock Funds LLC Experience 2005 - 2011
Job U.S. Institutional Marketing Manager, VP at Standard Life Investments
Industry Financial Services
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)

Matt Sperazzo Matt Sperazzo Albany, New York Area Details
Matt Sperazzo's John Hancock Funds LLC Experience February 2012 - Present
Job Business Consultant at John Hancock Funds
Industry Financial Services
Experience
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

Paul Graffy Paul Graffy Greater Chicago Area Details
Paul Graffy's John Hancock Funds LLC Experience March 2005 - December 2011
Job President, Sales and Distribution at Compass EMP Funds
Industry Financial Services
Experience
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

Terrence McCarthy Terrence McCarthy Grand Rapids, Michigan Details
Terrence McCarthy's John Hancock Funds LLC Experience December 2007 - September 2013
Job Vice President Market Director, PNC Institutional Investments
Industry Financial Services
Experience
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

Benjamin M. Tabor Benjamin M. Tabor Fort Worth, Texas Details
Benjamin M. Tabor's John Hancock Funds LLC Experience July 2012 - November 2012
Job Canon Solutions America Senior Account Executive
Industry Printing
Experience
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

Kellie Coveney Kellie Coveney New York, New York Details
Kellie Coveney's John Hancock Funds LLC Experience June 2010 - May 2011
Job Brand Strategist at Tumblr
Industry Marketing and Advertising
Experience
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

Evan Eastman Evan Eastman San Francisco Bay Area Details
Evan Eastman's John Hancock Funds LLC Experience October 2009 - January 2013
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
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

Maureen Quaile Maureen Quaile Greater Boston Area Details
Maureen Quaile's John Hancock Funds LLC Experience 1999 - 2003
Job Client Relationship Manager at FIS Global
Industry Financial Services
Experience
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

Stephen Dehner Stephen Dehner Greater Boston Area Details
Stephen Dehner's John Hancock Funds LLC Experience August 2000 - August 2004
Job Controller at GMO Renewable Resources
Industry Accounting
Experience
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

Brandon Radach Brandon Radach Greater Chicago Area Details
Brandon Radach's John Hancock Funds LLC Experience 2003 - Present
Job Managing Director
Industry Financial Services
Experience
John Hancock Funds, LLC  2003 - Present

Education
Loras College   1991 — 1995

Chris Ferris Chris Ferris New York, New York Details
Chris Ferris's John Hancock Funds LLC Experience March 2011 - August 2012
Job Assistant Vice President at Bank of America Merrill Lynch Investment Management & Guidance
Industry Financial Services
Experience
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

Deanna Dabrolet-Mitchell Deanna Dabrolet-Mitchell Greater Boston Area Details
Deanna Dabrolet-Mitchell's John Hancock Funds LLC Experience January 2007 - Present
Job Sr. Financial Publishing Coordinator at John Hancock Funds, LLC
Industry Financial Services
Experience
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

Patrick Good Patrick Good Dallas/Fort Worth Area Details
Patrick Good's John Hancock Funds LLC Experience April 2001 - October 2002
Job Regional Vice President AmericaFirst Securities, Inc.
Industry Financial Services
Experience
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

Joshua Callahan Joshua Callahan Greater New York City Area Details
Joshua Callahan's John Hancock Funds LLC Experience November 2010 - November 2011
Job Regional Vice President, External Wholesaler Sammons Retirement Solutions | Member Company of Sammons Financial Group
Industry Financial Services
Experience
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

Christopher Gill, CIMA®, CRPS® Christopher Gill, CIMA®, CRPS® Greater Chicago Area Details
Christopher Gill, CIMA®, CRPS®'s John Hancock Funds LLC Experience February 2008 - November 2008
Job Director Portfolio Strategy Consultant at UBS Financial Services
Industry Financial Services
Experience
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

Lisa Comfort Lisa Comfort Greater Boston Area Details
Lisa Comfort's John Hancock Funds LLC Experience 2000 - Present
Job Graphic Designer at John Hancock Funds, LLC
Industry Graphic Design
Experience
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

Anthony Brugnoli, MBA Anthony Brugnoli, MBA Boston, Massachusetts Details
Anthony Brugnoli, MBA's John Hancock Funds LLC Experience 2007 - 2010
Job Manager of Cloud Subscription Renewals at Informatica
Industry Computer Software
Experience
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

Allison McNamara Allison McNamara Greater Boston Area Details
Allison McNamara's John Hancock Funds LLC Experience October 2006 - May 2013
Job Chief Compliance Officer at The Professional Alliance, Inc.
Industry Financial Services
Experience
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