John Hancock Investments
Industry: Company
DescriptionFounded: 1991 Parent organization: John Hancock Financial Corporation
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John Hancock Investments Employees
Employee
Years
Job
Industry
Chris McCaffety Chris McCaffety's John Hancock Investments Experience July 2015 - Present
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2015 - Present
Select Capital Corporation Representing Coachman Energy October 2014 - July 2015
Hines Securities October 2012 - October 2014
Hines Real Estate Securities July 2008 - October 2010
Hines Real Estate Securities January 2004 - July 2008
Skills
Investments, Strategic Planning, Management, Mutual Funds, Sales Management, Business Strategy, Wealth Management, New Business Development, Business Development, Retirement Planning, Leadership, Sales, Change Management, Series 7, Risk Management, Asset Management, Customer Service, Team Building
Education
Texas Tech University 1997 — 2001
Bachelor's Degree, Psychology
Texas Tech University
BA, Psychology
John Hancock Investments July 2015 - Present
Select Capital Corporation Representing Coachman Energy October 2014 - July 2015
Hines Securities October 2012 - October 2014
Hines Real Estate Securities July 2008 - October 2010
Hines Real Estate Securities January 2004 - July 2008
Skills
Investments, Strategic Planning, Management, Mutual Funds, Sales Management, Business Strategy, Wealth Management, New Business Development, Business Development, Retirement Planning, Leadership, Sales, Change Management, Series 7, Risk Management, Asset Management, Customer Service, Team Building
Education
Texas Tech University 1997 — 2001
Bachelor's Degree, Psychology
Texas Tech University
BA, Psychology
Greg Georges Greg Georges's John Hancock Investments Experience April 2007 - Present
Job Senior Vice President John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments April 2007 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Series 63, Mutual Funds, 401k, Asset Allocation, Series 6, Series 65, CRPC, Presidents Club
Education
Springfield College 1978 — 1982
Bachelor of Science (BS)
John Hancock Investments April 2007 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Series 63, Mutual Funds, 401k, Asset Allocation, Series 6, Series 65, CRPC, Presidents Club
Education
Springfield College 1978 — 1982
Bachelor of Science (BS)
Jon Lawrance Jon Lawrance's John Hancock Investments Experience June 2015 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
E.S. Schwartz and Company, Inc. April 2009 - December 2014
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Investments, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Fixed Income, Equities, Equity Trading, Microsoft Excel, ETFs, Asset Management, Securities, Strategic Financial..., Bloomberg, Series 7, Series 63, Series 56
Education
Saint Anselm College 2004 — 2008
Bachelor's degree, Business
John Hancock Investments June 2015 - Present
E.S. Schwartz and Company, Inc. April 2009 - December 2014
Morgan Stanley Smith Barney January 2008 - January 2009
Skills
Investments, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Fixed Income, Equities, Equity Trading, Microsoft Excel, ETFs, Asset Management, Securities, Strategic Financial..., Bloomberg, Series 7, Series 63, Series 56
Education
Saint Anselm College 2004 — 2008
Bachelor's degree, Business
Matthew Seiter, CIMA® Matthew Seiter, CIMA®'s John Hancock Investments Experience October 2008 - December 2013
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management December 2013 - Present
John Hancock Investments October 2008 - December 2013
Skills
401k, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Separately Managed..., Series 7, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science in Business, Economics and Finance
Thornburg Investment Management December 2013 - Present
John Hancock Investments October 2008 - December 2013
Skills
401k, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Separately Managed..., Series 7, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science in Business, Economics and Finance
Danielle Furman Danielle Furman's John Hancock Investments Experience March 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2014 - Present
MSLGROUP October 2012 - March 2014
Schwartz MSL May 2011 - October 2012
Schwartz Communications September 2010 - May 2011
EdVenture Partners January 2010 - May 2010
Schwartz Communications May 2009 - August 2009
Strategic Group June 2008 - August 2008
Skills
Series 6, Series 63, Word, Excel, PowerPoint, Media Relations, Public Relations, Social Media, Facebook, Crisis Communications, Event Management, Photoshop
Education
The George Washington University - School of Business 2006 — 2010
B.B.A, Marketing, Psychology Minor
Syracuse University London Program 2009 — 2009
Marketing, Psychology
Needham High School 2003 — 2006
John Hancock Investments March 2014 - Present
MSLGROUP October 2012 - March 2014
Schwartz MSL May 2011 - October 2012
Schwartz Communications September 2010 - May 2011
EdVenture Partners January 2010 - May 2010
Schwartz Communications May 2009 - August 2009
Strategic Group June 2008 - August 2008
Skills
Series 6, Series 63, Word, Excel, PowerPoint, Media Relations, Public Relations, Social Media, Facebook, Crisis Communications, Event Management, Photoshop
Education
The George Washington University - School of Business 2006 — 2010
B.B.A, Marketing, Psychology Minor
Syracuse University London Program 2009 — 2009
Marketing, Psychology
Needham High School 2003 — 2006
Francis Kenefick's John Hancock Investments Experience July 2013 - Present
Job Mutual Fund Expense Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2013 - Present
John Hancock Investments June 2012 - August 2012
Beacon Partners May 2011 - August 2011
Granite Telecommunications May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Vendor Management, Expenses, Financial Reporting
Education
Elon University 2010 — 2013
B.S.B.A., International Business
University of Miami 2009 — 2010
John Hancock Investments July 2013 - Present
John Hancock Investments June 2012 - August 2012
Beacon Partners May 2011 - August 2011
Granite Telecommunications May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Vendor Management, Expenses, Financial Reporting
Education
Elon University 2010 — 2013
B.S.B.A., International Business
University of Miami 2009 — 2010
Maxwell Dender Maxwell Dender's John Hancock Investments Experience May 2014 - August 2014
Job University of Miami 2016 Economics/Finance/Mathematics
Industry Financial Services
Experience
John Hancock Investments May 2014 - August 2014
Morgan Stanley Private Wealth Management June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, PowerPoint, Photoshop, Bloomberg Terminal, FactSet, Data Analysis
Education
University of Miami 2012 — 2016
Bachelor of Applied Science (BASc), Economics, Finance, Mathematics
Jensen Beach High School 2008 — 2012
High School Diploma
John Hancock Investments May 2014 - August 2014
Morgan Stanley Private Wealth Management June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, PowerPoint, Photoshop, Bloomberg Terminal, FactSet, Data Analysis
Education
University of Miami 2012 — 2016
Bachelor of Applied Science (BASc), Economics, Finance, Mathematics
Jensen Beach High School 2008 — 2012
High School Diploma
Jacqueline Kelliher Jacqueline Kelliher's John Hancock Investments Experience October 2014 - Present
Job Sales Associate, Institutional Sales at John Hancock Investments
Industry
Experience
John Hancock Investments October 2014 - Present
Major League Lacrosse May 2013 - August 2013
NASCAR September 2012 - September 2012
StudentUniverse June 2012 - August 2012
Office of Patricia Corcoran- Nurse Practitioner June 2010 - August 2011
Education
University of Richmond 2011 — 2014
BS in Business Administration, Concentration in Management
Loyola University Maryland 2010 — 2011
Walpole High School 2007 — 2010
John Hancock Investments October 2014 - Present
Major League Lacrosse May 2013 - August 2013
NASCAR September 2012 - September 2012
StudentUniverse June 2012 - August 2012
Office of Patricia Corcoran- Nurse Practitioner June 2010 - August 2011
Education
University of Richmond 2011 — 2014
BS in Business Administration, Concentration in Management
Loyola University Maryland 2010 — 2011
Walpole High School 2007 — 2010
Andrew Gilligan Andrew Gilligan's John Hancock Investments Experience September 2014 - Present
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Hartford Funds October 2003 - August 2014
Skills
Business Development, Investments, Leadership, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Asset Management, Financial Services, Retirement
Education
Kutztown University of Pennsylvania
Bachelor of Science, Telecommunications
LaSalle College High School
John Hancock Investments September 2014 - Present
Hartford Funds October 2003 - August 2014
Skills
Business Development, Investments, Leadership, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Asset Management, Financial Services, Retirement
Education
Kutztown University of Pennsylvania
Bachelor of Science, Telecommunications
LaSalle College High School
Keysha Watkins Keysha Watkins's John Hancock Investments Experience April 2015 - Present
Job Real Estate Assistant at John Hancock Investments
Industry Real Estate
Experience
John Hancock Investments April 2015 - Present
Education
University of Cincinnati College of Business 1997 — 2006
BBA
John Hancock Investments April 2015 - Present
Education
University of Cincinnati College of Business 1997 — 2006
BBA
Angela Billick Angela Billick's John Hancock Investments Experience May 2015 - Present
Job
Industry Investment Management
Experience
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
Kevin O'Regan, CIMA® Kevin O'Regan, CIMA®'s John Hancock Investments Experience May 2007 - February 2014
Job Alternative Investment Sales Specialist at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2015 - Present
Balter Liquid Alternatives February 2014 - April 2015
John Hancock Investments May 2007 - February 2014
Education
Trinity College-Hartford 2003 — 2007
BA Economics, Economics, Legal Studies
The Roxbury Latin School 1999 — 2003
Natixis Global Asset Management April 2015 - Present
Balter Liquid Alternatives February 2014 - April 2015
John Hancock Investments May 2007 - February 2014
Education
Trinity College-Hartford 2003 — 2007
BA Economics, Economics, Legal Studies
The Roxbury Latin School 1999 — 2003
Bailey Jacobs Bailey Jacobs's John Hancock Investments Experience August 2006 - Present
Job Mutual Funds Dealer Services Senior Team Leader at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2013 - Present
John Hancock Investments August 2006 - Present
John Hancock Financial Services February 2012 - March 2013
John Hancock Financial Services February 2008 - February 2012
John Hancock Financial Services August 2006 - February 2008
Skills
SDLC, Leadership, Financial Services, Mutual Funds, Quality Assurance, Series 63, Series 6, Team Leadership, AWD
Education
Suffolk University 2001 — 2005
Bachelor of Science (B.S.), Sociology
RHAM High School 1998 — 2001
John Hancock Financial Services February 2013 - Present
John Hancock Investments August 2006 - Present
John Hancock Financial Services February 2012 - March 2013
John Hancock Financial Services February 2008 - February 2012
John Hancock Financial Services August 2006 - February 2008
Skills
SDLC, Leadership, Financial Services, Mutual Funds, Quality Assurance, Series 63, Series 6, Team Leadership, AWD
Education
Suffolk University 2001 — 2005
Bachelor of Science (B.S.), Sociology
RHAM High School 1998 — 2001
Nicole Conlon, CFA Nicole Conlon, CFA's John Hancock Investments Experience September 1995 - March 2002
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management 2002 - Present
John Hancock Investments September 1995 - March 2002
First Global Securities Inc June 1994 - May 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Product Development, Product Management, Mutual Funds, Asset Allocation, Capital Markets, Investment Management
Education
Occidental College
Bachelor of Arts (BA), Public Policy and Economics
Brooks School
Wellington Management 2002 - Present
John Hancock Investments September 1995 - March 2002
First Global Securities Inc June 1994 - May 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Product Development, Product Management, Mutual Funds, Asset Allocation, Capital Markets, Investment Management
Education
Occidental College
Bachelor of Arts (BA), Public Policy and Economics
Brooks School
Hong Yan Chen Hong Yan Chen's John Hancock Investments Experience August 2015 - Present
Job Tax Analyst at J.P.Morgan
Industry Accounting
Experience
John Hancock Investments August 2015 - Present
J.P. Morgan August 2012 - July 2015
Quincy Asian Resources, Inc., July 2011 - June 2012
XCM Solutions, LLC February 2012 - April 2012
Joseph Cahill / WorthTax March 2011 - April 2011
Liberty Tax Service January 2011 - April 2011
Bunker Hill Community College January 2007 - April 2011
Skills
Microsoft Excel, QuickBooks, Analysis, Tax, Budgets, Financial Statements, Public Speaking, Income Tax, Tax Returns, Bookkeeping, Strategic Planning, Research, Microsoft Office, Bloomberg, PowerPoint, Self Learning, OneSource, WINS, OLE, ProSystem fx Tax, ProSeries, Lacerte, Access, Mutual Funds
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts Boston 2010 — 2012
Bachelor of Science in Management, Accounting, 3.84
John Hancock Investments August 2015 - Present
J.P. Morgan August 2012 - July 2015
Quincy Asian Resources, Inc., July 2011 - June 2012
XCM Solutions, LLC February 2012 - April 2012
Joseph Cahill / WorthTax March 2011 - April 2011
Liberty Tax Service January 2011 - April 2011
Bunker Hill Community College January 2007 - April 2011
Skills
Microsoft Excel, QuickBooks, Analysis, Tax, Budgets, Financial Statements, Public Speaking, Income Tax, Tax Returns, Bookkeeping, Strategic Planning, Research, Microsoft Office, Bloomberg, PowerPoint, Self Learning, OneSource, WINS, OLE, ProSystem fx Tax, ProSeries, Lacerte, Access, Mutual Funds
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts Boston 2010 — 2012
Bachelor of Science in Management, Accounting, 3.84
Casey Manning's John Hancock Investments Experience March 2013 - June 2015
Job Trade Account Concierge at Wayfair
Industry Financial Services
Experience
Wayfair June 2015 - Present
John Hancock Investments March 2013 - June 2015
John Hancock Investments October 2011 - March 2013
Sharkansky LLP August 2009 - October 2011
Skills
Series 63, Series 6, Mutual Funds, Investments, Sales, Finance, Customer Service, 401k, Retirement Planning, Financial Services, Retirement, Accounts Payable, Wealth Management, Relationship Management, Asset Allocation, FINRA
Education
Rhode Island College
Business Administration
Wayfair June 2015 - Present
John Hancock Investments March 2013 - June 2015
John Hancock Investments October 2011 - March 2013
Sharkansky LLP August 2009 - October 2011
Skills
Series 63, Series 6, Mutual Funds, Investments, Sales, Finance, Customer Service, 401k, Retirement Planning, Financial Services, Retirement, Accounts Payable, Wealth Management, Relationship Management, Asset Allocation, FINRA
Education
Rhode Island College
Business Administration
Jarrett Sylvester Jarrett Sylvester's John Hancock Investments Experience October 2012 - Present
Job Internal Business Consultant at John Hancock
Industry Financial Services
Experience
John Hancock Investments October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
Wells Fargo May 2010 - February 2011
Putnam Investments October 2007 - October 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k, Wealth Management
Education
University of Massachusetts Dartmouth 2004 — 2008
BA, Management Information Systems
John Hancock Investments October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
Wells Fargo May 2010 - February 2011
Putnam Investments October 2007 - October 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k, Wealth Management
Education
University of Massachusetts Dartmouth 2004 — 2008
BA, Management Information Systems
Zachary Taylor's John Hancock Investments Experience April 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments April 2014 - Present
Merrill Lynch July 2012 - December 2013
Internal Revenue Service July 2011 - March 2012
Education
University of Louisville 2007 — 2012
Bachelor of Science (B.S.), Finance
University of Louisville 2005 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Louisville 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
John Hancock Investments April 2014 - Present
Merrill Lynch July 2012 - December 2013
Internal Revenue Service July 2011 - March 2012
Education
University of Louisville 2007 — 2012
Bachelor of Science (B.S.), Finance
University of Louisville 2005 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Louisville 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
Lindsey Escher's John Hancock Investments Experience January 2014 - December 2014
Job Digital Marketing Specialist at Vertex Inc.
Industry Marketing and Advertising
Experience
Vertex Inc. June 2015 - Present
John Hancock Investments January 2014 - December 2014
MFS Investment Management January 2013 - June 2013
State Street January 2012 - June 2012
Jumpstart September 2010 - April 2011
Habitat for HumanityBucks September 2009 - November 2009
Skills
Microsoft Excel, Adobe Creative Suite, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Market Research, Social Networking, Customer Service, Research
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance and Marketing
Central Bucks High School 2007 — 2010
Scholar's Diploma
Vertex Inc. June 2015 - Present
John Hancock Investments January 2014 - December 2014
MFS Investment Management January 2013 - June 2013
State Street January 2012 - June 2012
Jumpstart September 2010 - April 2011
Habitat for HumanityBucks September 2009 - November 2009
Skills
Microsoft Excel, Adobe Creative Suite, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Market Research, Social Networking, Customer Service, Research
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance and Marketing
Central Bucks High School 2007 — 2010
Scholar's Diploma
Allison Belanger's John Hancock Investments Experience May 2015 - Present
Job Legal Intern at Brody Hardoon Perkins & Kesten, LLP
Industry Law Practice
Experience
John Hancock Investments May 2015 - Present
Northeastern University School of Law August 2013 - Present
Brody Hardoon Perkins & Kesten, LLP December 2014 - February 2015
Northeastern University School of Law, LSSC Program August 2014 - November 2014
Boston Juvenile Court May 2014 - August 2014
Community Care Physicians April 2012 - August 2013
NYS Senate January 2012 - June 2012
Skills
Public Law, Public Policy, Legislation, Health Policy, Research, Data Analysis, EMR, HIPAA, Westlaw, Political Science, Clerical Skills, Corporate Law, Political Communication, Community Organizing, Lexis Advanced Certified, Legal Research, Nonprofits
Education
Northeastern University School of Law 2013 — 2016
Doctor of Law (J.D.)
State University of New York at Albany 2012 — 2013
Bachelor of Arts (B.A.), Political Science and Government, 3.92
John Hancock Investments May 2015 - Present
Northeastern University School of Law August 2013 - Present
Brody Hardoon Perkins & Kesten, LLP December 2014 - February 2015
Northeastern University School of Law, LSSC Program August 2014 - November 2014
Boston Juvenile Court May 2014 - August 2014
Community Care Physicians April 2012 - August 2013
NYS Senate January 2012 - June 2012
Skills
Public Law, Public Policy, Legislation, Health Policy, Research, Data Analysis, EMR, HIPAA, Westlaw, Political Science, Clerical Skills, Corporate Law, Political Communication, Community Organizing, Lexis Advanced Certified, Legal Research, Nonprofits
Education
Northeastern University School of Law 2013 — 2016
Doctor of Law (J.D.)
State University of New York at Albany 2012 — 2013
Bachelor of Arts (B.A.), Political Science and Government, 3.92
Chris Mays CRPC® Chris Mays CRPC®'s John Hancock Investments Experience May 2014 - Present
Job Regional Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2014 - Present
John Hancock Investments June 2007 - May 2014
John Hancock August 2005 - May 2007
Skills
Series 6, Series 63, Series 65, CRPC, Mutual Funds, Asset Allocation, Retirement, Investments, Retirement Planning, 401k, Series 7, Separately Managed..., Wealth Management, Financial Services, Securities
Education
The University of Georgia 1999 — 2003
B.A., Economics
John Hancock Investments May 2014 - Present
John Hancock Investments June 2007 - May 2014
John Hancock August 2005 - May 2007
Skills
Series 6, Series 63, Series 65, CRPC, Mutual Funds, Asset Allocation, Retirement, Investments, Retirement Planning, 401k, Series 7, Separately Managed..., Wealth Management, Financial Services, Securities
Education
The University of Georgia 1999 — 2003
B.A., Economics
John Zembron, CIMA®, CRPC®'s John Hancock Investments Experience November 2010 - Present
Job Director, Internal Sales
Industry Financial Services
Experience
John Hancock Investments November 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2009 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2007 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 2005 - January 2007
Skills
Mutual Funds, Annuities, 529 Plans, Series 7, Series 63, Series 24, Wholesaling, Sales Management, Series 66, Fixed Annuities, Financial Services, Investments, Retirement Planning, Series 6
Education
Lafayette College 2000 — 2004
BA, Economics & Business
Lafayette College 2000 — 2004
BS, Religious Studies
Ridgefield High school
Ridgefield Highschool
John Hancock Investments November 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2009 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2007 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 2005 - January 2007
Skills
Mutual Funds, Annuities, 529 Plans, Series 7, Series 63, Series 24, Wholesaling, Sales Management, Series 66, Fixed Annuities, Financial Services, Investments, Retirement Planning, Series 6
Education
Lafayette College 2000 — 2004
BA, Economics & Business
Lafayette College 2000 — 2004
BS, Religious Studies
Ridgefield High school
Ridgefield Highschool
Goran Cobanovic's John Hancock Investments Experience August 2013 - Present
Job Expense Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2013 - Present
State Street Bank & Trust Co May 2011 - August 2013
Eaton Vance Group February 2008 - May 2011
Commonwealth of Massachusetts 2007 - 2008
Skills
Fund Accounting, Microsoft Office, Account Reconciliation, Microsoft Excel, Mutual Funds, Outlook, Visual Basic, Network Security, Social Media Marketing, Google Analytics, Google Adwords, Online Content Creation, Web Analytics, Web Content Management, WordPress, PowerPoint, Financial Reporting, Bloomberg, Analysis, Financial Analysis, Accounting, Financial Services, Securities, Investments, Advanced Excel, Advanced SEO, Budgeting
Education
University of Massachusetts Boston 2000 — 2007
Criminal Justice
John Hancock Investments August 2013 - Present
State Street Bank & Trust Co May 2011 - August 2013
Eaton Vance Group February 2008 - May 2011
Commonwealth of Massachusetts 2007 - 2008
Skills
Fund Accounting, Microsoft Office, Account Reconciliation, Microsoft Excel, Mutual Funds, Outlook, Visual Basic, Network Security, Social Media Marketing, Google Analytics, Google Adwords, Online Content Creation, Web Analytics, Web Content Management, WordPress, PowerPoint, Financial Reporting, Bloomberg, Analysis, Financial Analysis, Accounting, Financial Services, Securities, Investments, Advanced Excel, Advanced SEO, Budgeting
Education
University of Massachusetts Boston 2000 — 2007
Criminal Justice
Caroline Kraunelis Caroline Kraunelis's John Hancock Investments Experience January 2006 - Present
Job
Industry Graphic Design
Experience
John Hancock Investments January 2006 - Present
Timberland 2005 - 2005
Priority Healthcare 2004 - 2005
Dana-Farber Cancer Institute 1999 - 2004
Skills
Graphic Design, Adobe Creative Suite, Web Design, Graphics Software, QuarkXPress, Creative Services, Direct Marketing, Integrated Marketing, Typography, Layout, Corporate Branding, Brochures, Adobe Acrobat, Art Direction, InDesign, Advertising, Email Marketing, Social Media
Education
Northeastern University 1997 — 2002
Bachelor of Science (BS), Media Art and Design
John Hancock Investments January 2006 - Present
Timberland 2005 - 2005
Priority Healthcare 2004 - 2005
Dana-Farber Cancer Institute 1999 - 2004
Skills
Graphic Design, Adobe Creative Suite, Web Design, Graphics Software, QuarkXPress, Creative Services, Direct Marketing, Integrated Marketing, Typography, Layout, Corporate Branding, Brochures, Adobe Acrobat, Art Direction, InDesign, Advertising, Email Marketing, Social Media
Education
Northeastern University 1997 — 2002
Bachelor of Science (BS), Media Art and Design
Jay Gibbons Jay Gibbons's John Hancock Investments Experience January 2014 - Present
Job Consultant John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2014 - Present
Natixis Global Associates International March 2010 - June 2012
The Hartford September 2006 - November 2009
ATEL Secutities Corporation 2003 - 2006
MFS Investment Management 1998 - 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Customer Experience, Fixed Annuities, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Northeastern University 1992 — 1997
John Hancock Investments January 2014 - Present
Natixis Global Associates International March 2010 - June 2012
The Hartford September 2006 - November 2009
ATEL Secutities Corporation 2003 - 2006
MFS Investment Management 1998 - 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Customer Experience, Fixed Annuities, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Northeastern University 1992 — 1997
Michelle Rochon Michelle Rochon's John Hancock Investments Experience January 2005 - August 2007
Job Of Counsel at Mortgage Equity Partners LLC
Industry Legal Services
Experience
Mortgage Equity Partners May 2015 - Present
Attorney January 2001 - Present
Pegasystems Inc. October 2008 - July 2014
Bingham McCutchen January 2007 - January 2008
John Hancock Investments January 2005 - August 2007
Gosselin & Associates, P.C. January 2004 - January 2005
Hackney & Miller January 2001 - January 2002
Mintmire & Associates 2000 - 2001
Bank of American f.k.a Bank of Boston 1992 - 2000
Skills
Trusts, Mutual Funds, Corporate Law, Management, Strategic Partnerships, Corporate Finance, Public Speaking, Corporate Governance, Legal Research, Legal Writing, Intellectual Property, Mergers & Acquisitions, Employment Law
Education
Suffolk University Law School 1995 — 1999
Juris Doctor, Corporate and Business Law
University of Massachusetts, Amherst 1987 — 1993
Bachelor of Science (B.S.), Law
Melrose High School
Mortgage Equity Partners May 2015 - Present
Attorney January 2001 - Present
Pegasystems Inc. October 2008 - July 2014
Bingham McCutchen January 2007 - January 2008
John Hancock Investments January 2005 - August 2007
Gosselin & Associates, P.C. January 2004 - January 2005
Hackney & Miller January 2001 - January 2002
Mintmire & Associates 2000 - 2001
Bank of American f.k.a Bank of Boston 1992 - 2000
Skills
Trusts, Mutual Funds, Corporate Law, Management, Strategic Partnerships, Corporate Finance, Public Speaking, Corporate Governance, Legal Research, Legal Writing, Intellectual Property, Mergers & Acquisitions, Employment Law
Education
Suffolk University Law School 1995 — 1999
Juris Doctor, Corporate and Business Law
University of Massachusetts, Amherst 1987 — 1993
Bachelor of Science (B.S.), Law
Melrose High School
Jon Eitas, CRPC® Jon Eitas, CRPC®'s John Hancock Investments Experience August 2005 - July 2015
Job Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Jim Interrante, CIA, CISA, CRMA Jim Interrante, CIA, CISA, CRMA's John Hancock Investments Experience June 2010 - Present
Job Senior Compliance Director at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2010 - Present
John Hancock Investments June 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) February 2006 - June 2007
John Hancock Life Insurance Company (U.S.A.) August 2004 - February 2006
Boston Financial Data Services June 2003 - August 2004
Boston Financial Data Services October 2002 - June 2003
Pioneer Investments August 1995 - October 2002
Pioneer Investments August 1993 - August 1995
Pioneer Investments August 1990 - August 1993
Pioneer Investments April 1989 - August 1990
Skills
Code of Ethics, Securities Regulation, Compliance Audits, Federal Regulations, Securities Litigation, Class Actions, Compliance, Operational Risk..., Code of Conduct, Risk Management, Mutual Funds, Internal Audit, SEC, Fund Administration, Dodd-Frank, Series 24, General Securities..., Financial Services, Quality Management, Fund Of Funds, Series 7, Auditing, Enterprise Risk..., Derivatives, Risk Assessment, Series 6, Series 63, Investments, Risk Mitigation, SOX, Insurance, Process Improvement, PCAOB standards, 1940 Act, Securities Exchange Act..., Investment Advisers Act, Third Party Vendor..., Vendor Audit, OFAC, Sarbanes-Oxley Act, FATCA
Education
Thomas College
Bachelor of Science, Business Management
John Hancock Investments June 2010 - Present
John Hancock Investments June 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) February 2006 - June 2007
John Hancock Life Insurance Company (U.S.A.) August 2004 - February 2006
Boston Financial Data Services June 2003 - August 2004
Boston Financial Data Services October 2002 - June 2003
Pioneer Investments August 1995 - October 2002
Pioneer Investments August 1993 - August 1995
Pioneer Investments August 1990 - August 1993
Pioneer Investments April 1989 - August 1990
Skills
Code of Ethics, Securities Regulation, Compliance Audits, Federal Regulations, Securities Litigation, Class Actions, Compliance, Operational Risk..., Code of Conduct, Risk Management, Mutual Funds, Internal Audit, SEC, Fund Administration, Dodd-Frank, Series 24, General Securities..., Financial Services, Quality Management, Fund Of Funds, Series 7, Auditing, Enterprise Risk..., Derivatives, Risk Assessment, Series 6, Series 63, Investments, Risk Mitigation, SOX, Insurance, Process Improvement, PCAOB standards, 1940 Act, Securities Exchange Act..., Investment Advisers Act, Third Party Vendor..., Vendor Audit, OFAC, Sarbanes-Oxley Act, FATCA
Education
Thomas College
Bachelor of Science, Business Management
Matthew N Murphy, CFA Matthew N Murphy, CFA's John Hancock Investments Experience May 2006 - May 2009
Job Director, Senior Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management December 2010 - Present
Manulife Asset Management May 2009 - March 2010
John Hancock Investments May 2006 - May 2009
John Hancock Financial Services April 2005 - May 2006
John Hancock Financial Services October 2002 - April 2005
Skills
Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Equity Research, Derivatives, Valuation, Financial Modeling, Morningstar, Capital Markets, Investment Management, Quantitative Analytics, Asset Management
Education
University of Michigan 1998 — 2002
Bachelors, Economics
Manulife Asset Management December 2010 - Present
Manulife Asset Management May 2009 - March 2010
John Hancock Investments May 2006 - May 2009
John Hancock Financial Services April 2005 - May 2006
John Hancock Financial Services October 2002 - April 2005
Skills
Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Fixed Income, Equities, Asset Managment, Investments, Portfolio Management, Equity Research, Derivatives, Valuation, Financial Modeling, Morningstar, Capital Markets, Investment Management, Quantitative Analytics, Asset Management
Education
University of Michigan 1998 — 2002
Bachelors, Economics
Christine Creamer's John Hancock Investments Experience June 2013 - Present
Job Senior Copy Editor at John Hancock Investments
Industry Publishing
Experience
John Hancock Investments June 2013 - Present
John Hancock Mutual Funds July 2010 - June 2013
PartyLite June 2010 - September 2010
Beyond Words Proofreading October 2004 - April 2010
Skills
Copyediting, Proofreading, Marketing, Financial Materials, Direct Marketing, Fact-checking, Marketing Communications, Brochures, Direct Mail Campaigns, HTMLs, Newsletters, White Papers, Rebranding, Blog Marketing, Employee Training, Advertising, Directories, PowerPoints, Law, Journals [Medical], Books, Product Catalogues
Education
Massachusetts College of Art 1993 — 1996
Bachelor of Fine Arts (BFA), Illustration
School of the Museum of Fine Arts 1992 — 1993
John Hancock Investments June 2013 - Present
John Hancock Mutual Funds July 2010 - June 2013
PartyLite June 2010 - September 2010
Beyond Words Proofreading October 2004 - April 2010
Skills
Copyediting, Proofreading, Marketing, Financial Materials, Direct Marketing, Fact-checking, Marketing Communications, Brochures, Direct Mail Campaigns, HTMLs, Newsletters, White Papers, Rebranding, Blog Marketing, Employee Training, Advertising, Directories, PowerPoints, Law, Journals [Medical], Books, Product Catalogues
Education
Massachusetts College of Art 1993 — 1996
Bachelor of Fine Arts (BFA), Illustration
School of the Museum of Fine Arts 1992 — 1993
Laura Foster's John Hancock Investments Experience November 2013 - Present
Job Head of Retail Marketing at John Hancock Investments
Industry Marketing and Advertising
Experience
John Hancock Investments November 2013 - Present
Putnam Investments February 2009 - October 2013
Putnam Investments March 2005 - February 2009
Putnam Investments March 2000 - March 2005
Putnam Investments March 1999 - March 2000
Putnam Investments May 1997 - March 1999
Skills
Integrated Marketing, Brand Management, Strategy, Strategic Planning, Leadership, Mutual Funds, Budgets, Marketing Strategy, Social Media, Blogging, Project Management, Marketing Communications, Series 63, Financial Services, Management, Marketing Research, Newsletters, Social Media Marketing, Sales, Direct Marketing, Creative Strategy
Education
Simmons College 1990 — 1994
BA, Communications and Public Relations
John Hancock Investments November 2013 - Present
Putnam Investments February 2009 - October 2013
Putnam Investments March 2005 - February 2009
Putnam Investments March 2000 - March 2005
Putnam Investments March 1999 - March 2000
Putnam Investments May 1997 - March 1999
Skills
Integrated Marketing, Brand Management, Strategy, Strategic Planning, Leadership, Mutual Funds, Budgets, Marketing Strategy, Social Media, Blogging, Project Management, Marketing Communications, Series 63, Financial Services, Management, Marketing Research, Newsletters, Social Media Marketing, Sales, Direct Marketing, Creative Strategy
Education
Simmons College 1990 — 1994
BA, Communications and Public Relations
Kayla Caruso's John Hancock Investments Experience September 2013 - September 2014
Job Vice President at International Tan Makers Inc
Industry Marketing and Advertising
Experience
International Tan Makers Group Inc. September 2014 - Present
John Hancock Financial Services December 2013 - September 2014
John Hancock Investments September 2013 - September 2014
Armani Exchange October 2012 - September 2013
Palomar Medical Technologies, Inc. May 2011 - June 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - August 2012
Mediamate, LLC May 2012 - August 2012
Victoria's Secret March 2010 - July 2012
Boston Power Crushing June 2008 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Photoshop, Social Media, Sales, Strategic Planning, Advertising, Marketing, Management, Social Networking, Great Social Skills, Social Media Marketing, Time Management, Market Research, Team Leadership, Fashion, InDesign, Marketing Research, Apparel, SPSS, QuickBooks, Teamwork
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Senior
Bishop Fenwick High School 2005 — 2009
International Tan Makers Group Inc. September 2014 - Present
John Hancock Financial Services December 2013 - September 2014
John Hancock Investments September 2013 - September 2014
Armani Exchange October 2012 - September 2013
Palomar Medical Technologies, Inc. May 2011 - June 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - August 2012
Mediamate, LLC May 2012 - August 2012
Victoria's Secret March 2010 - July 2012
Boston Power Crushing June 2008 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Photoshop, Social Media, Sales, Strategic Planning, Advertising, Marketing, Management, Social Networking, Great Social Skills, Social Media Marketing, Time Management, Market Research, Team Leadership, Fashion, InDesign, Marketing Research, Apparel, SPSS, QuickBooks, Teamwork
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Senior
Bishop Fenwick High School 2005 — 2009
Casey Donovan Casey Donovan's John Hancock Investments Experience March 2014 - Present
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
Mike Stephens, CFA, CAIA's John Hancock Investments Experience May 2014 - Present
Job Asset Allocation and Alternative Investments Specialist
Industry Investment Management
Experience
John Hancock Investments May 2014 - Present
John Hancock Investments January 2011 - May 2014
Investment Technology Start-ups December 2007 - January 2011
Fidelity Investments 2004 - December 2007
Fidelity Investments 2000 - 2004
Fidelity Investments February 1996 - January 2000
Fidelity Investments November 1993 - February 1996
Skills
Investments, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Equities, Alternative Investments, Financial Services, Portfolio Management, Investment Management, Retirement Planning, Finance, Venture Capital, Start-ups, Asset Management, Fixed Income
Education
Miami University 1989 — 1993
BS, Finance, Economics
John Hancock Investments May 2014 - Present
John Hancock Investments January 2011 - May 2014
Investment Technology Start-ups December 2007 - January 2011
Fidelity Investments 2004 - December 2007
Fidelity Investments 2000 - 2004
Fidelity Investments February 1996 - January 2000
Fidelity Investments November 1993 - February 1996
Skills
Investments, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Equities, Alternative Investments, Financial Services, Portfolio Management, Investment Management, Retirement Planning, Finance, Venture Capital, Start-ups, Asset Management, Fixed Income
Education
Miami University 1989 — 1993
BS, Finance, Economics
Zach Flechtner Zach Flechtner's John Hancock Investments Experience February 2011 - Present
Job National Account Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2011 - Present
John Hancock Investments March 2007 - February 2011
John Hancock Financial Services April 2005 - March 2007
John Hancock Financial Services October 2000 - April 2005
John Hancock Financial Services August 1998 - October 2000
John Hancock Financial Services October 1997 - August 1998
John Hancock Financial Services October 1996 - October 1997
Skills
Account Management, Series 63, Mutual Funds, Investments, Relationship Management, Process Improvement, Marketing Strategy, Retirement Planning, Sales Management, Series 7, 401k, Series 65, Sales Process, Finance, Series 6, Sales Presentations, Leadership, Fixed Annuities, Financial Services, Cold Calling, Customer Service, Retirement, New Business Development, Insurance, Marketing, Alternative Investments, Separately Managed..., Selling, Strategic Planning, Management, Asset Management, Business Analysis
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (BA), Sociology
John Hancock Investments February 2011 - Present
John Hancock Investments March 2007 - February 2011
John Hancock Financial Services April 2005 - March 2007
John Hancock Financial Services October 2000 - April 2005
John Hancock Financial Services August 1998 - October 2000
John Hancock Financial Services October 1997 - August 1998
John Hancock Financial Services October 1996 - October 1997
Skills
Account Management, Series 63, Mutual Funds, Investments, Relationship Management, Process Improvement, Marketing Strategy, Retirement Planning, Sales Management, Series 7, 401k, Series 65, Sales Process, Finance, Series 6, Sales Presentations, Leadership, Fixed Annuities, Financial Services, Cold Calling, Customer Service, Retirement, New Business Development, Insurance, Marketing, Alternative Investments, Separately Managed..., Selling, Strategic Planning, Management, Asset Management, Business Analysis
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (BA), Sociology
Ryan S. Fay, MBA, AIF® Ryan S. Fay, MBA, AIF®'s John Hancock Investments Experience November 2013 - Present
Job Managing Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments November 2013 - Present
BPAS January 2011 - November 2013
Paychex January 2007 - December 2010
Skills
Defined Benefit, Profit Sharing, 401k, Retirement, Investments, Defined Contribution, 403 b, Retirement Planning, ERISA, Fiduciary, Retirement Plan..., Employee Benefits, Financial Advisory, Mutual Funds, Pensions, Asset Allocation, Series 6, IRAs, Wealth, Qualified Retirement..., Investment Advisory, Securities, Fixed Annuities, Wealth Management, Investment Management, Series 63, Uniform Combined State...
Education
University of Pittsburgh 2011 — 2011
Accredited Investment Fiduciary ®, Center for Fiduciary Studies
Rivier College 2008 — 2010
M.B.A., Finance
Southern New Hampshire University 2000 — 2004
BS, Business Studies
John Hancock Investments November 2013 - Present
BPAS January 2011 - November 2013
Paychex January 2007 - December 2010
Skills
Defined Benefit, Profit Sharing, 401k, Retirement, Investments, Defined Contribution, 403 b, Retirement Planning, ERISA, Fiduciary, Retirement Plan..., Employee Benefits, Financial Advisory, Mutual Funds, Pensions, Asset Allocation, Series 6, IRAs, Wealth, Qualified Retirement..., Investment Advisory, Securities, Fixed Annuities, Wealth Management, Investment Management, Series 63, Uniform Combined State...
Education
University of Pittsburgh 2011 — 2011
Accredited Investment Fiduciary ®, Center for Fiduciary Studies
Rivier College 2008 — 2010
M.B.A., Finance
Southern New Hampshire University 2000 — 2004
BS, Business Studies
Daniel Oakes Daniel Oakes's John Hancock Investments Experience February 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Management Consulting
Experience
John Hancock Investments February 2014 - Present
Fidelity Investments June 2013 - January 2014
Merrill Lynch September 2012 - December 2012
Skills
Series 7, Series 63
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Management
John Hancock Investments February 2014 - Present
Fidelity Investments June 2013 - January 2014
Merrill Lynch September 2012 - December 2012
Skills
Series 7, Series 63
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Management
Matthew Keating Matthew Keating's John Hancock Investments Experience April 2014 - Present
Job Financial Reporting Supervisor at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments April 2014 - Present
John Hancock Investments April 2012 - April 2014
John Hancock Investments May 2011 - April 2012
Eaton Vance July 2008 - May 2011
Skills
Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Investments, Microsoft Excel, Supervisory Skills, Job Coaching
Education
St. Bonaventure University 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
John Hancock Investments April 2014 - Present
John Hancock Investments April 2012 - April 2014
John Hancock Investments May 2011 - April 2012
Eaton Vance July 2008 - May 2011
Skills
Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Investments, Microsoft Excel, Supervisory Skills, Job Coaching
Education
St. Bonaventure University 2007 — 2008
Master of Business Administration (MBA), Accounting and Finance
Saint Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Jason Farhoumand's John Hancock Investments Experience November 2014 - Present
Job Securities Valuation Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2014 - Present
State Street November 2012 - November 2014
State Street January 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, MS Excel Pivot Tables, Value Investing, Private Equity, DCF Valuation, Fundamental Analysis, Investments, Equities, Valuation, Securities, Fixed Income, Finance, Portfolio Management, Mutual Funds, Financial Services, Hedge Funds, Accounting, Financial Reporting
Education
Tulane University 2006 — 2010
Bachelor of Science (BS), Finance, General
John Hancock Investments November 2014 - Present
State Street November 2012 - November 2014
State Street January 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, MS Excel Pivot Tables, Value Investing, Private Equity, DCF Valuation, Fundamental Analysis, Investments, Equities, Valuation, Securities, Fixed Income, Finance, Portfolio Management, Mutual Funds, Financial Services, Hedge Funds, Accounting, Financial Reporting
Education
Tulane University 2006 — 2010
Bachelor of Science (BS), Finance, General
Darryl Arsenault Darryl Arsenault's John Hancock Investments Experience October 2004 - September 2006
Job Account Executive at ScanOptics
Industry Investment Management
Experience
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Kathy Spinella's John Hancock Investments Experience 1992 - Present
Job VP, Senior National Account Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments 1992 - Present
Skills
Relationship Management, Mutual Funds, Series 6, Series 63, Investments, Asset Allocation, 401k, Asset Management, Fixed Annuities, Retirement, Variable Annuities, 529 Plans, FINRA, Securities, Wealth Management, Retirement Planning
Education
Louisiana State University 1981 — 1986
Journalism
John Hancock Investments 1992 - Present
Skills
Relationship Management, Mutual Funds, Series 6, Series 63, Investments, Asset Allocation, 401k, Asset Management, Fixed Annuities, Retirement, Variable Annuities, 529 Plans, FINRA, Securities, Wealth Management, Retirement Planning
Education
Louisiana State University 1981 — 1986
Journalism
Adam Dechtman's John Hancock Investments Experience June 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Envestnet, Inc June 2013 - August 2013
Jordan Dechtman Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Leadership, Time Management, Market Research, Data Analysis, Marketing, Analysis, Finance
Education
University of Kansas 2010 — 2014
Cherry Creek High School 2006 — 2010
John Hancock Investments June 2014 - Present
Envestnet, Inc June 2013 - August 2013
Jordan Dechtman Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Leadership, Time Management, Market Research, Data Analysis, Marketing, Analysis, Finance
Education
University of Kansas 2010 — 2014
Cherry Creek High School 2006 — 2010
Michael Ahern Michael Ahern's John Hancock Investments Experience September 2013 - February 2015
Job Institutional Sales Associate at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
Jessica Zalucki Jessica Zalucki's John Hancock Investments Experience July 2010 - April 2014
Job Senior Portfolio Analyst at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors May 2014 - Present
John Hancock Investments July 2010 - April 2014
MetLife June 2009 - June 2010
Skills
Financial Services, Financial Modeling, Fixed Income, Financial Analysis, Equities, Bloomberg, Mutual Funds, Securities, Strategic Financial..., Valuation, Investments, Alternative Investments, Bloomberg Terminal, Asset Management
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Finance
4086 Advisors May 2014 - Present
John Hancock Investments July 2010 - April 2014
MetLife June 2009 - June 2010
Skills
Financial Services, Financial Modeling, Fixed Income, Financial Analysis, Equities, Bloomberg, Mutual Funds, Securities, Strategic Financial..., Valuation, Investments, Alternative Investments, Bloomberg Terminal, Asset Management
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Finance
Scott Wegrzyn Scott Wegrzyn's John Hancock Investments Experience July 2011 - Present
Job Investment Platform Manager
Industry Financial Services
Experience
John Hancock Investments July 2011 - Present
John Hancock Financial Services June 2010 - July 2011
State Street November 2009 - June 2010
State Street March 2005 - March 2009
State Street September 2001 - March 2005
State Street March 1999 - September 2001
State Street April 1998 - March 1999
State Street March 1997 - April 1998
Skills
Staff Management, Performance Attribution, Performance Measurement, Factset, Excel, Attribution, Morningstar, Vizio, Securities, Equities, Management, Bloomberg, Fixed Income Analysis, Financial Markets, Fixed Income, Microsoft Excel, Investments, Leadership, Fund Accounting, Investment Strategies, Derivatives, Mutual Funds, Financial Services, Asset Allocation, Financial Analysis, Analytics, Financial Risk, Analysis
Education
The University of Connecticut 1988 — 1992
BA, Communications Sciences
John Hancock Investments July 2011 - Present
John Hancock Financial Services June 2010 - July 2011
State Street November 2009 - June 2010
State Street March 2005 - March 2009
State Street September 2001 - March 2005
State Street March 1999 - September 2001
State Street April 1998 - March 1999
State Street March 1997 - April 1998
Skills
Staff Management, Performance Attribution, Performance Measurement, Factset, Excel, Attribution, Morningstar, Vizio, Securities, Equities, Management, Bloomberg, Fixed Income Analysis, Financial Markets, Fixed Income, Microsoft Excel, Investments, Leadership, Fund Accounting, Investment Strategies, Derivatives, Mutual Funds, Financial Services, Asset Allocation, Financial Analysis, Analytics, Financial Risk, Analysis
Education
The University of Connecticut 1988 — 1992
BA, Communications Sciences
Christopher Barlow Christopher Barlow's John Hancock Investments Experience July 1997 - November 1998
Job Managing Director KnowHow 401(k)
Industry Financial Services
Experience
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
Douglas Lyons Douglas Lyons's John Hancock Investments Experience April 2013 - Present
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
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
Kristin MacLellan Kristin MacLellan's John Hancock Investments Experience May 2015 - August 2015
Job Dual Concentration in Accounting and Finance | Merrimack College
Industry Financial Services
Experience
Merrimack College O'Brien Center for Student Success September 2012 - Present
John Hancock Investments May 2015 - August 2015
Girard School of Business, Merrimack College February 2015 - May 2015
Brady Enterprises Inc. June 2014 - August 2014
Market Basket October 2009 - July 2014
Tatum, a Randstad Company November 2013 - January 2014
Skills
Social Networking, Time Management, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Salesforce Training, Bloomberg Certified:..., Social Media, Teamwork
Education
Merrimack College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Merrimack College O'Brien Center for Student Success September 2012 - Present
John Hancock Investments May 2015 - August 2015
Girard School of Business, Merrimack College February 2015 - May 2015
Brady Enterprises Inc. June 2014 - August 2014
Market Basket October 2009 - July 2014
Tatum, a Randstad Company November 2013 - January 2014
Skills
Social Networking, Time Management, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Salesforce Training, Bloomberg Certified:..., Social Media, Teamwork
Education
Merrimack College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Keefe Buchanan CRPC®'s John Hancock Investments Experience January 2011 - July 2014
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) January 2015 - Present
Beaumont Capital Management (BCM) August 2014 - December 2014
John Hancock Investments January 2011 - July 2014
Signator Investors - Boston Partners Financial Group, LLC July 2008 - December 2010
Skills
Series 63, Series 6, Series 65, Mutual Funds, Investments, Asset Allocation, CRPC, 401k, Fixed Annuities, Retirement Planning, Wealth Management, Estate Planning, Retirement, Investment Strategies, ETFs, Quantitative Investing, Managed ETFs, Separately Managed..., Unified Managed Accounts, Sales Force, Turnkey Asset..., Sales
Education
University of Maine 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
High school
Massabesic High School
Beaumont Capital Management (BCM) January 2015 - Present
Beaumont Capital Management (BCM) August 2014 - December 2014
John Hancock Investments January 2011 - July 2014
Signator Investors - Boston Partners Financial Group, LLC July 2008 - December 2010
Skills
Series 63, Series 6, Series 65, Mutual Funds, Investments, Asset Allocation, CRPC, 401k, Fixed Annuities, Retirement Planning, Wealth Management, Estate Planning, Retirement, Investment Strategies, ETFs, Quantitative Investing, Managed ETFs, Separately Managed..., Unified Managed Accounts, Sales Force, Turnkey Asset..., Sales
Education
University of Maine 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
High school
Massabesic High School
Marcia Michelson Marcia Michelson's John Hancock Investments Experience November 2012 - Present
Job Marketing Assistant
Industry Design
Experience
John Hancock Investments November 2012 - Present
Marcia Michelson Designs July 1997 - Present
Crate and Barrel October 1988 - May 2013
Fabricated Metal Solutions May 2008 - October 2011
Bank Marketing May 1985 - July 1995
Skills
Time Management
Education
Miami University
Bachelor’s Degree, Business Administration and Management, General
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Marketing
John Hancock Investments November 2012 - Present
Marcia Michelson Designs July 1997 - Present
Crate and Barrel October 1988 - May 2013
Fabricated Metal Solutions May 2008 - October 2011
Bank Marketing May 1985 - July 1995
Skills
Time Management
Education
Miami University
Bachelor’s Degree, Business Administration and Management, General
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Marketing
Jonathan Millett , CRPC® Jonathan Millett , CRPC®'s John Hancock Investments Experience August 2014 - Present
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2014 - Present
John Hancock Financial Services June 2012 - August 2014
John Hancock Financial Services June 2010 - June 2012
John Hancock Financial Services May 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Series 6, CRPC, Alternative Investments, Mutual Funds, ETFs, Separately Managed..., 529 Plans, Defined Benefit, Defined Contribution, Asset Allocation
Education
University of Southern Maine 2003 — 2007
Bachelor’s Degree, Accounting and Finance
Maine Maritime Academy 2001 — 2003
Marine Biology and Biological Oceanography
John Hancock Investments August 2014 - Present
John Hancock Financial Services June 2012 - August 2014
John Hancock Financial Services June 2010 - June 2012
John Hancock Financial Services May 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Series 6, CRPC, Alternative Investments, Mutual Funds, ETFs, Separately Managed..., 529 Plans, Defined Benefit, Defined Contribution, Asset Allocation
Education
University of Southern Maine 2003 — 2007
Bachelor’s Degree, Accounting and Finance
Maine Maritime Academy 2001 — 2003
Marine Biology and Biological Oceanography
Douglas G. LaRose, CFA Douglas G. LaRose, CFA's John Hancock Investments Experience October 2014 - Present
Job Manager Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments October 2014 - Present
John Hancock Investments October 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) January 2010 - May 2011
Putnam Investments December 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - July 2008
Skills
Series 7, Investments, Mutual Funds, Access, Bloomberg, Asset Allocation, Equities, Asset Management, Pensions, Alternative Investments, 401k, Securities
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
John Hancock Investments October 2014 - Present
John Hancock Investments October 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) January 2010 - May 2011
Putnam Investments December 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - July 2008
Skills
Series 7, Investments, Mutual Funds, Access, Bloomberg, Asset Allocation, Equities, Asset Management, Pensions, Alternative Investments, 401k, Securities
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
Alyson Grover's John Hancock Investments Experience July 2011 - July 2014
Job at Tindal & Callahan Real Estate
Industry Real Estate
Experience
Tindal & Callahan Real Estate July 2015 - Present
Bigelow Laboratory for Ocean Sciences July 2014 - July 2015
John Hancock Investments July 2011 - July 2014
Park Associates Real Estate Group of Boston, LLC weRENTboston.com January 2011 - June 2011
John Hancock Financial Services January 2008 - August 2010
Skills
Salesforce.com, Lotus Notes, Mutual Funds, Event Planning, Financial Services, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Sales, Outlook, Insurance, Social Media, Investments, Management, Research, Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Arts, Communication
Tindal & Callahan Real Estate July 2015 - Present
Bigelow Laboratory for Ocean Sciences July 2014 - July 2015
John Hancock Investments July 2011 - July 2014
Park Associates Real Estate Group of Boston, LLC weRENTboston.com January 2011 - June 2011
John Hancock Financial Services January 2008 - August 2010
Skills
Salesforce.com, Lotus Notes, Mutual Funds, Event Planning, Financial Services, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Sales, Outlook, Insurance, Social Media, Investments, Management, Research, Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Arts, Communication
Ryan Joyal's John Hancock Investments Experience May 2015 - Present
Job Funds Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2015 - Present
John Hancock Investments May 2014 - August 2014
StakeHolders Capital October 2013 - December 2013
John Hancock Financial Services June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Investments, Time Management, Presentations, Project Management, PowerPoint, Auditing, Microsoft Word, Fixed Income, Microsoft Office, Software Documentation, Due Diligence, Vendor Management, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Finance, General
Melrose High School 2007 — 2011
John Hancock Investments May 2015 - Present
John Hancock Investments May 2014 - August 2014
StakeHolders Capital October 2013 - December 2013
John Hancock Financial Services June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Investments, Time Management, Presentations, Project Management, PowerPoint, Auditing, Microsoft Word, Fixed Income, Microsoft Office, Software Documentation, Due Diligence, Vendor Management, Public Speaking
Education
University of Massachusetts, Amherst 2011 — 2015
Finance, General
Melrose High School 2007 — 2011
Marie East Marie East's John Hancock Investments Experience February 2011 - Present
Job
Industry Financial Services
Experience
John Hancock Investments February 2011 - Present
John Hancock Investments February 2010 - 2011
John Hancock Financial Services February 2006 - 2010
Skills
Management, Microsoft Excel
Education
Northeastern University 2008 — 2010
Masters of science, Leadership
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
John Hancock Investments February 2011 - Present
John Hancock Investments February 2010 - 2011
John Hancock Financial Services February 2006 - 2010
Skills
Management, Microsoft Excel
Education
Northeastern University 2008 — 2010
Masters of science, Leadership
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Daniel Rollins's John Hancock Investments Experience March 1994 - September 2014
Job Director of Marketing Communications at MFS Investment Management
Industry Marketing and Advertising
Experience
MFS Investment Management August 2015 - Present
John Hancock Investments March 1994 - September 2014
John Hancock Investments 2001 - 2005
John Hancock Investments 1998 - 2001
John Hancock Investments 1994 - 1998
Creative Publishing Corporation 1990 - 1994
Skills
Financial Services, Direct Marketing, Marketing Strategy, Mutual Funds, Marketing Communications, Marketing, Email Marketing, Creative Direction, CRM, Integrated Marketing, Multi-channel Marketing, Digital Marketing, Social Media Marketing, Series 6, Corporate Communications, Direct Mail, Strategy, Corporate Branding, Database Marketing, Project Management, Media Planning, Account Management, Investments
Education
Northeastern University
Design Certificate Program
Chamberlayne Junior College
Associate's Degree, Advertising and Graphic Design
MFS Investment Management August 2015 - Present
John Hancock Investments March 1994 - September 2014
John Hancock Investments 2001 - 2005
John Hancock Investments 1998 - 2001
John Hancock Investments 1994 - 1998
Creative Publishing Corporation 1990 - 1994
Skills
Financial Services, Direct Marketing, Marketing Strategy, Mutual Funds, Marketing Communications, Marketing, Email Marketing, Creative Direction, CRM, Integrated Marketing, Multi-channel Marketing, Digital Marketing, Social Media Marketing, Series 6, Corporate Communications, Direct Mail, Strategy, Corporate Branding, Database Marketing, Project Management, Media Planning, Account Management, Investments
Education
Northeastern University
Design Certificate Program
Chamberlayne Junior College
Associate's Degree, Advertising and Graphic Design
Brendan Barca's John Hancock Investments Experience September 2015 - Present
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2015 - Present
John Hancock Investments January 2014 - September 2015
John Hancock Life Insurance Company (U.S.A.) April 2012 - December 2013
Neighborhood Health Plan February 2012 - April 2012
International Tennis Hall of Fame and Museum June 2011 - August 2011
Golf Coach Direct October 2010 - April 2011
Wilson's Leather May 2008 - August 2008
Mass Premier Courts June 2006 - July 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Event Planning, Promotions, Sports, Administrative Support, Data Entry
Education
Syracuse University 2007 — 2011
Bachelor of Science, Sport Management
John Hancock Investments September 2015 - Present
John Hancock Investments January 2014 - September 2015
John Hancock Life Insurance Company (U.S.A.) April 2012 - December 2013
Neighborhood Health Plan February 2012 - April 2012
International Tennis Hall of Fame and Museum June 2011 - August 2011
Golf Coach Direct October 2010 - April 2011
Wilson's Leather May 2008 - August 2008
Mass Premier Courts June 2006 - July 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Event Planning, Promotions, Sports, Administrative Support, Data Entry
Education
Syracuse University 2007 — 2011
Bachelor of Science, Sport Management
Francesca Truska's John Hancock Investments Experience April 2013 - Present
Job Executive Relationship Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments April 2013 - Present
New York Life Retirement Plan Services April 2013 - April 2015
Lincoln Retirement Plan Services November 2011 - April 2013
Prudential Financial November 2010 - December 2011
Prudential Financial September 2005 - November 2010
Investors Management Group, LTD July 2003 - September 2004
Banc of American Capital Management February 2000 - November 2002
MetLife Defined Contribution Group March 2000 - January 2001
Delaware Investments, a member of the Macquarie Group 1997 - 2000
Skills
Defined Benefit, 401k, Series 6, Retirement, Series 63, Asset Allocation, CRM, Defined Contribution, Financial Services, Investment Advisory, Management, Marketing, Pensions, Relationship Management, Qualified Retirement..., Retirement Plan..., Retirement Planning, Series 7
Education
Northern Illinois University
John Hancock Investments April 2013 - Present
New York Life Retirement Plan Services April 2013 - April 2015
Lincoln Retirement Plan Services November 2011 - April 2013
Prudential Financial November 2010 - December 2011
Prudential Financial September 2005 - November 2010
Investors Management Group, LTD July 2003 - September 2004
Banc of American Capital Management February 2000 - November 2002
MetLife Defined Contribution Group March 2000 - January 2001
Delaware Investments, a member of the Macquarie Group 1997 - 2000
Skills
Defined Benefit, 401k, Series 6, Retirement, Series 63, Asset Allocation, CRM, Defined Contribution, Financial Services, Investment Advisory, Management, Marketing, Pensions, Relationship Management, Qualified Retirement..., Retirement Plan..., Retirement Planning, Series 7
Education
Northern Illinois University
Karan Atiwethin's John Hancock Investments Experience June 2013 - June 2014
Job Business Administration with MIS Concentration
Industry Information Technology and Services
Experience
BAE Systems April 2015 - Present
John Hancock Financial Services June 2014 - January 2015
John Hancock Investments June 2013 - June 2014
The Country Store April 2012 - December 2013
Restaurant June 2009 - May 2013
Circuit City May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Access, Leadership, Teamwork, Sales, Management, Business Analysis, Time Management, Process Improvement, Team Leadership, Data Analysis, Project Management, Visio, Financial Analysis, Troubleshooting, Customer Satisfaction
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Management Information Systems, GPA: 3.59
BAE Systems April 2015 - Present
John Hancock Financial Services June 2014 - January 2015
John Hancock Investments June 2013 - June 2014
The Country Store April 2012 - December 2013
Restaurant June 2009 - May 2013
Circuit City May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Access, Leadership, Teamwork, Sales, Management, Business Analysis, Time Management, Process Improvement, Team Leadership, Data Analysis, Project Management, Visio, Financial Analysis, Troubleshooting, Customer Satisfaction
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Management Information Systems, GPA: 3.59
Michael Gillespie Jr. Michael Gillespie Jr.'s John Hancock Investments Experience December 2014 - Present
Job Control Accountant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2014 - Present
Putnam Investments October 2013 - November 2014
Putnam Investments November 2011 - October 2013
First Investors May 2013 - September 2013
Rubino Landscaping May 2007 - 2011
Skills
Mutual Funds, Boss Systems, Financial Analysis, Financial Reporting, Life Insurance, Finance, Economics, Financial Services, Accounting, Bloomberg, Investments, Wealth Management, Strategic Financial..., Securities, Retirement, Equities, Financial Planning
Education
University of Massachusetts Lowell 2010 — 2014
BSBA, Finance, Economics
Central Catholic High School
Southern New Hampshire University
Master's Degree, Finance
John Hancock Investments December 2014 - Present
Putnam Investments October 2013 - November 2014
Putnam Investments November 2011 - October 2013
First Investors May 2013 - September 2013
Rubino Landscaping May 2007 - 2011
Skills
Mutual Funds, Boss Systems, Financial Analysis, Financial Reporting, Life Insurance, Finance, Economics, Financial Services, Accounting, Bloomberg, Investments, Wealth Management, Strategic Financial..., Securities, Retirement, Equities, Financial Planning
Education
University of Massachusetts Lowell 2010 — 2014
BSBA, Finance, Economics
Central Catholic High School
Southern New Hampshire University
Master's Degree, Finance
Roger L McDevitt III Roger L McDevitt III's John Hancock Investments Experience November 2009 - December 2010
Job Financial Consultant at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Investments November 2009 - December 2010
John Hancock Investments April 2008 - November 2009
John Hancock Financial Services February 2007 - April 2008
Skills
Mutual Funds, Series 63, Customer Service, Investments, Retirement Planning, Financial Services, Series 7, Series 6, Microsoft Office, 401k
Education
Salem State College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
John Hancock Investments November 2009 - December 2010
John Hancock Investments April 2008 - November 2009
John Hancock Financial Services February 2007 - April 2008
Skills
Mutual Funds, Series 63, Customer Service, Investments, Retirement Planning, Financial Services, Series 7, Series 6, Microsoft Office, 401k
Education
Salem State College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Stephen Davos, CRPC®'s John Hancock Investments Experience July 2007 - Present
Job Regional Vice President, John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2007 - Present
Eaton Vance Investment Management January 2005 - July 2007
United States Dept. Of Treasury September 2004 - January 2005
Skills
Series 63, Series 7, Series 6, Series 65, FINRA, CRPC, Licensed Life & Health..., Variable Annuities, Mutual Funds, 401k, Uniform Combined State..., Financial Services, Separately Managed..., Series 24, Fixed Annuities
Education
University of Massachusetts Dartmouth
BS, Finance
John Hancock Investments July 2007 - Present
Eaton Vance Investment Management January 2005 - July 2007
United States Dept. Of Treasury September 2004 - January 2005
Skills
Series 63, Series 7, Series 6, Series 65, FINRA, CRPC, Licensed Life & Health..., Variable Annuities, Mutual Funds, 401k, Uniform Combined State..., Financial Services, Separately Managed..., Series 24, Fixed Annuities
Education
University of Massachusetts Dartmouth
BS, Finance
Jennifer Shone Jennifer Shone's John Hancock Investments Experience May 2015 - Present
Job Summer Intern at John Hancock Investments
Industry Accounting
Experience
John Hancock Investments May 2015 - Present
blazit September 2010 - May 2015
Dunkin Donuts June 2010 - January 2015
Skills
PowerPoint, Public Speaking, Social Media, Microsoft Excel, Social Networking, Microsoft Word, Microsoft Office, Accounting, Expense Management, Social Media Marketing, Leadership, Facebook, Customer Service, Time Management, Event Planning, Teamwork
Education
University of Massachusetts Dartmouth 2012 — 2016
Accounting
John Hancock Investments May 2015 - Present
blazit September 2010 - May 2015
Dunkin Donuts June 2010 - January 2015
Skills
PowerPoint, Public Speaking, Social Media, Microsoft Excel, Social Networking, Microsoft Word, Microsoft Office, Accounting, Expense Management, Social Media Marketing, Leadership, Facebook, Customer Service, Time Management, Event Planning, Teamwork
Education
University of Massachusetts Dartmouth 2012 — 2016
Accounting
Jackson Fallon, CRPC®'s John Hancock Investments Experience September 2015 - Present
Job Director, Institutional Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2015 - Present
John Hancock Investments July 2013 - September 2015
John Hancock Investments May 2012 - July 2013
Morgan Stanley Smith Barney July 2011 - May 2012
English Lacrosse Association September 2010 - April 2011
Skills
Retirement Planning, Asset Allocation, Wealth Management, Series 7, Series 66, Series 31, Financial Planning, Insurance, Estate Planning, Financial Advisory, Financial Planners, Finance, Investments, Series 63, Mutual Funds, FINRA, Uniform Combined State..., Strategic Financial..., Alternative Investments, Customer Service
Education
Providence College 2006 — 2010
Bachelor of Science, Business Management
John Hancock Investments September 2015 - Present
John Hancock Investments July 2013 - September 2015
John Hancock Investments May 2012 - July 2013
Morgan Stanley Smith Barney July 2011 - May 2012
English Lacrosse Association September 2010 - April 2011
Skills
Retirement Planning, Asset Allocation, Wealth Management, Series 7, Series 66, Series 31, Financial Planning, Insurance, Estate Planning, Financial Advisory, Financial Planners, Finance, Investments, Series 63, Mutual Funds, FINRA, Uniform Combined State..., Strategic Financial..., Alternative Investments, Customer Service
Education
Providence College 2006 — 2010
Bachelor of Science, Business Management
Jonathan Laks Jonathan Laks's John Hancock Investments Experience June 2014 - December 2014
Job Co Op: Associate Consultant for hightech strategy consulting and legal expert research at Endeavour Partners
Industry
Experience
Endeavour Partners July 2015 - Present
John Hancock Investments June 2014 - December 2014
ON Semiconductor July 2013 - August 2013
Lizzy's Homemade Ice Cream August 2011 - August 2013
Skills
Customer Service, Mandarin, Microsoft Office, Microsoft Excel, Access Database
Education
Northeastern University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Economics/ Minor in Chinese
American College of Thessaloniki 2012 — 2012
Needham High School 2009 — 2012
Endeavour Partners July 2015 - Present
John Hancock Investments June 2014 - December 2014
ON Semiconductor July 2013 - August 2013
Lizzy's Homemade Ice Cream August 2011 - August 2013
Skills
Customer Service, Mandarin, Microsoft Office, Microsoft Excel, Access Database
Education
Northeastern University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Economics/ Minor in Chinese
American College of Thessaloniki 2012 — 2012
Needham High School 2009 — 2012
Giovanni Allen's John Hancock Investments Experience August 2014 - Present
Job Business Management
Industry Market Research
Experience
John Hancock Investments August 2014 - Present
Granite Telecommunications May 2014 - June 2014
Securitas June 2012 - December 2012
G et G sportif October 2005 - July 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Supervisory Skills, Leadership, Marketing, Social Media, Management, Training, Sales, Team Leadership, Research, Analysis, Teamwork, Market Research, Project Management, Finance, Social Networking, Social Media Marketing, Data Analysis, Team Building, Entrepreneurship, Financial Analysis, Time Management, Facebook, Accounting, Data Entry, Communication, Advertising, Marketing Strategy, New Business Development
Education
Suffolk University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
John Hancock Investments August 2014 - Present
Granite Telecommunications May 2014 - June 2014
Securitas June 2012 - December 2012
G et G sportif October 2005 - July 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Supervisory Skills, Leadership, Marketing, Social Media, Management, Training, Sales, Team Leadership, Research, Analysis, Teamwork, Market Research, Project Management, Finance, Social Networking, Social Media Marketing, Data Analysis, Team Building, Entrepreneurship, Financial Analysis, Time Management, Facebook, Accounting, Data Entry, Communication, Advertising, Marketing Strategy, New Business Development
Education
Suffolk University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Gregory J. McLean Gregory J. McLean's John Hancock Investments Experience 2004 - 2009
Job Vice President Rockland Trust Investment Management Group.
Industry Financial Services
Experience
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Donna Tice's John Hancock Investments Experience January 2015 - Present
Job Compliance Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments January 2015 - Present
Education
Villanova University 2002 — 2003
Master Certificate, Applied Project Management
Southern New Hampshire University 1994 — 1998
Master of Business Administration (MBA)
New England College 1991 — 1993
Bachelor of Arts (BA), Business Management
John Hancock Investments January 2015 - Present
Education
Villanova University 2002 — 2003
Master Certificate, Applied Project Management
Southern New Hampshire University 1994 — 1998
Master of Business Administration (MBA)
New England College 1991 — 1993
Bachelor of Arts (BA), Business Management
Judith Hlavac's John Hancock Investments Experience November 2013 - Present
Job Senior Trader at John Hancock Investments
Industry Banking
Experience
John Hancock Investments November 2013 - Present
Bank of America September 2004 - April 2012
Wachovia, A Wells Fargo Company November 1998 - September 2004
Putnam Investments September 1996 - October 1998
Skills
Fixed Income, Derivatives, Bloomberg, Emerging Markets, Series 63, Asset Management, Capital Markets, Financial Risk, ABS, Credit, Analysis, Options, Wealth Management, Mutual Funds, Valuation, Banking, Investments, Series 7, Securities, Forecasting, Financial Analysis, Trading, Equities, Management, Hedge Funds, Portfolio Management, Finance, CDS
Education
University of Arizona 1992 — 1996
BS, 4.0 (major)
John Hancock Investments November 2013 - Present
Bank of America September 2004 - April 2012
Wachovia, A Wells Fargo Company November 1998 - September 2004
Putnam Investments September 1996 - October 1998
Skills
Fixed Income, Derivatives, Bloomberg, Emerging Markets, Series 63, Asset Management, Capital Markets, Financial Risk, ABS, Credit, Analysis, Options, Wealth Management, Mutual Funds, Valuation, Banking, Investments, Series 7, Securities, Forecasting, Financial Analysis, Trading, Equities, Management, Hedge Funds, Portfolio Management, Finance, CDS
Education
University of Arizona 1992 — 1996
BS, 4.0 (major)
Jeffrey Swensen Jeffrey Swensen's John Hancock Investments Experience 2001 - 2004
Job Trading Systems & Strategy Developer | Global Equity Asset Management
Industry Investment Management
Experience
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Jeff Koskinen Jeff Koskinen's John Hancock Investments Experience June 2012 - Present
Job External Wholesaler at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
John Hancock Investments June 2012 - Present
MFS Investment Management December 2006 - April 2012
Van Kampen Funds June 2004 - December 2006
Van Kampen Funds June 2002 - December 2004
Van Kampen Funds January 2001 - June 2002
Meijer April 2000 - January 2001
ALDI Stores June 1990 - April 2000
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Philip Alves Philip Alves's John Hancock Investments Experience July 2015 - Present
Job Investment Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2015 - Present
Commerzbank AG June 2014 - September 2014
American Land Title Association January 2014 - May 2014
Aflac March 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Federation for Children with Special Needs May 2011 - August 2011
Skippy's Pier One Restaurant June 2010 - August 2010
Project Place July 2009 - August 2009
Skills
Microsoft Office, Spanish, German, Teamwork, Online Research, Time Management, Marketing, Customer Service, Financial Modeling, Social Networking, Microsoft Word, Leadership, CRM, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA) and Minor in German Literature and Language, International Business
Universidad Torcuato di Tella 2013 — 2013
Study Abroad, International Business
Milton Academy 2007 — 2011
Diploma
John Hancock Investments July 2015 - Present
Commerzbank AG June 2014 - September 2014
American Land Title Association January 2014 - May 2014
Aflac March 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Federation for Children with Special Needs May 2011 - August 2011
Skippy's Pier One Restaurant June 2010 - August 2010
Project Place July 2009 - August 2009
Skills
Microsoft Office, Spanish, German, Teamwork, Online Research, Time Management, Marketing, Customer Service, Financial Modeling, Social Networking, Microsoft Word, Leadership, CRM, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA) and Minor in German Literature and Language, International Business
Universidad Torcuato di Tella 2013 — 2013
Study Abroad, International Business
Milton Academy 2007 — 2011
Diploma
Jen Tanzi's John Hancock Investments Experience December 2014 - Present
Job Marketing Analytics Manager at John Hancock Investments
Industry Marketing and Advertising
Experience
John Hancock Investments December 2014 - Present
Omniplex (Group) Ltd October 2013 - May 2014
MetraTech Corp April 2013 - October 2013
AppNeta March 2012 - October 2012
Hill Holliday October 2011 - December 2011
Innoveer Solutions November 2010 - August 2011
NameMedia June 2008 - November 2010
Iron Mountain 2007 - 2008
CB Richard Ellis 2006 - 2007
Cambridge Healthtech Advisors 2004 - 2006
Skills
Marketing Strategy, Multi-channel Marketing, Web Analytics, Enterprise Software, Graphic Design, Email Marketing, Lead Generation, Online Advertising, SEO, Marketing, Social Media Marketing, Social Media, Digital Marketing, Direct Marketing, Google Analytics, E-commerce, Advertising, Website Development, Project Management, Analytics, Quality Assurance, Business Development, Customer Service, Automation, Data Analysis, Demand Generation, Strategic Planning, Marketing Research, User Interface Design, Video, Events, Google Adwords, Go-to-market Strategy, Google Webmaster Tools, Sales Operations, Salesforce.com, Start-up Ventures, SaaS, Thought Leadership, Content Management, B2B Marketing, Competitive Analysis, Interactive Marketing, Corporate Branding, Small Business, Business Strategy, Team Building, New Business Development, Business Process..., Marketing Management
Education
Northeastern University
Bachelors, Graphic Design and Visual Communication
Massasoit Community College
Associates, Graphic Design
Stoughton High School
John Hancock Investments December 2014 - Present
Omniplex (Group) Ltd October 2013 - May 2014
MetraTech Corp April 2013 - October 2013
AppNeta March 2012 - October 2012
Hill Holliday October 2011 - December 2011
Innoveer Solutions November 2010 - August 2011
NameMedia June 2008 - November 2010
Iron Mountain 2007 - 2008
CB Richard Ellis 2006 - 2007
Cambridge Healthtech Advisors 2004 - 2006
Skills
Marketing Strategy, Multi-channel Marketing, Web Analytics, Enterprise Software, Graphic Design, Email Marketing, Lead Generation, Online Advertising, SEO, Marketing, Social Media Marketing, Social Media, Digital Marketing, Direct Marketing, Google Analytics, E-commerce, Advertising, Website Development, Project Management, Analytics, Quality Assurance, Business Development, Customer Service, Automation, Data Analysis, Demand Generation, Strategic Planning, Marketing Research, User Interface Design, Video, Events, Google Adwords, Go-to-market Strategy, Google Webmaster Tools, Sales Operations, Salesforce.com, Start-up Ventures, SaaS, Thought Leadership, Content Management, B2B Marketing, Competitive Analysis, Interactive Marketing, Corporate Branding, Small Business, Business Strategy, Team Building, New Business Development, Business Process..., Marketing Management
Education
Northeastern University
Bachelors, Graphic Design and Visual Communication
Massasoit Community College
Associates, Graphic Design
Stoughton High School
Christopher Pompilio, CFA Christopher Pompilio, CFA's John Hancock Investments Experience July 2015 - Present
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments July 2015 - Present
John Hancock Investments February 2014 - June 2015
Meketa Investment Group January 2013 - February 2014
Meketa Investment Group March 2010 - December 2012
Ten-Sixty Asset Management November 2007 - February 2010
ISO December 2001 - August 2007
Skills
Factset, Bloomberg, Excel, Evestment Alliance, Morningstar Direct, Microsoft Office, Chartered Financial...
Education
Fordham University - Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Dual Concentration in Finance & Accounting, Investment Management Specialization
State University of New York at Albany 1998 — 2001
Bachelor of Arts (B.A.), English
John Hancock Investments July 2015 - Present
John Hancock Investments February 2014 - June 2015
Meketa Investment Group January 2013 - February 2014
Meketa Investment Group March 2010 - December 2012
Ten-Sixty Asset Management November 2007 - February 2010
ISO December 2001 - August 2007
Skills
Factset, Bloomberg, Excel, Evestment Alliance, Morningstar Direct, Microsoft Office, Chartered Financial...
Education
Fordham University - Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Dual Concentration in Finance & Accounting, Investment Management Specialization
State University of New York at Albany 1998 — 2001
Bachelor of Arts (B.A.), English
Harrison Brown Harrison Brown's John Hancock Investments Experience August 2012 - November 2014
Job Finance Manager at Rapid Coatings, Inc.
Industry Financial Services
Experience
Rapid Coatings, Inc. November 2014 - Present
John Hancock Investments August 2012 - November 2014
BAE Systems May 2011 - August 2011
Amphenol TCS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Reporting, Accounting, Analysis, Finance, Accounts Payable
Education
Penn State University 2008 — 2012
BS, Finance
Penn State University 2008 — 2012
Bachelor's degree, Finance, General
Rapid Coatings, Inc. November 2014 - Present
John Hancock Investments August 2012 - November 2014
BAE Systems May 2011 - August 2011
Amphenol TCS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Reporting, Accounting, Analysis, Finance, Accounts Payable
Education
Penn State University 2008 — 2012
BS, Finance
Penn State University 2008 — 2012
Bachelor's degree, Finance, General
Brian MacPhee's John Hancock Investments Experience June 1996 - Present
Job General Director Transfer Agent Services
Industry Financial Services
Experience
John Hancock Investments June 1996 - Present
John Hancock Financial Services December 2009 - October 2011
John Hancock Financial Services April 2007 - December 2009
John Hancock Financial Services June 1996 - April 2007
Skills
Leadership, Transfer Agency, Project Management, Mutual Funds, Financial Services, Risk Management, Business Analysis, Offshoring, Workforce Management, Operations Management, Quality Assurance, Vendor Relationships, Contact Centers, Customer Service, Key Performance..., Strategic Planning, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Call Centers, Management, Vendor Management, Relationship Management, Business Process..., Analysis, Business Process, PMO, Forecasting, Team Management, Client Services, Performance Management, Customer Experience, Business Relationship..., Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Due Diligence, Coaching, Project Planning, Negotiation, Integration, Leadership Development, Strategic Thinking, Team Leadership, Strategy, Team Building, Public Speaking
Education
Salem State University
University of Phoenix
BS in Communication
John Hancock Investments June 1996 - Present
John Hancock Financial Services December 2009 - October 2011
John Hancock Financial Services April 2007 - December 2009
John Hancock Financial Services June 1996 - April 2007
Skills
Leadership, Transfer Agency, Project Management, Mutual Funds, Financial Services, Risk Management, Business Analysis, Offshoring, Workforce Management, Operations Management, Quality Assurance, Vendor Relationships, Contact Centers, Customer Service, Key Performance..., Strategic Planning, Process Improvement, Change Management, Business Continuity, Disaster Recovery, Call Centers, Management, Vendor Management, Relationship Management, Business Process..., Analysis, Business Process, PMO, Forecasting, Team Management, Client Services, Performance Management, Customer Experience, Business Relationship..., Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Due Diligence, Coaching, Project Planning, Negotiation, Integration, Leadership Development, Strategic Thinking, Team Leadership, Strategy, Team Building, Public Speaking
Education
Salem State University
University of Phoenix
BS in Communication
Casey Curtin's John Hancock Investments Experience May 2015 - Present
Job Fund Administration Intern at John Hancock Investments
Industry Financial Services
Experience
Vermont Municipal Bond Bank September 2015 - Present
John Hancock Investments May 2015 - Present
SMC Business Enterprises September 2014 - Present
Dennis Beach Department June 2011 - August 2014
Skills
Leadership, Microsoft Excel, Critical Thinking, Teamwork, Microsoft Word, PowerPoint, Public Speaking, Mutual Funds, Customer Service, Social Media, Microsoft Office, Communication, Time Management
Education
Saint Michael's College 2012 — 2016
Business Administration and Management
Ursuline Academy 2008 — 2012
Vermont Municipal Bond Bank September 2015 - Present
John Hancock Investments May 2015 - Present
SMC Business Enterprises September 2014 - Present
Dennis Beach Department June 2011 - August 2014
Skills
Leadership, Microsoft Excel, Critical Thinking, Teamwork, Microsoft Word, PowerPoint, Public Speaking, Mutual Funds, Customer Service, Social Media, Microsoft Office, Communication, Time Management
Education
Saint Michael's College 2012 — 2016
Business Administration and Management
Ursuline Academy 2008 — 2012
Keith Goplerud's John Hancock Investments Experience July 2014 - Present
Job Investment Rotational Program John Hancock
Industry Financial Services
Experience
John Hancock Investments July 2014 - Present
SCS Financial January 2013 - February 2014
John Hancock Financial Services January 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2011
Skills
Business Analysis, Business Requirements, Requirements Gathering, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis, Investments, Visio, Insurance, Requirements Analysis, Fixed Income, Risk Management, SDLC, Equities, Portfolio Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance & Economics
John Hancock Investments July 2014 - Present
SCS Financial January 2013 - February 2014
John Hancock Financial Services January 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2011
Skills
Business Analysis, Business Requirements, Requirements Gathering, Mutual Funds, Financial Services, Financial Modeling, Financial Analysis, Investments, Visio, Insurance, Requirements Analysis, Fixed Income, Risk Management, SDLC, Equities, Portfolio Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance & Economics
Elizabeth Avril Elizabeth Avril's John Hancock Investments Experience October 2013 - Present
Job
Industry Accounting
Experience
John Hancock Investments October 2013 - Present
Outpost International June 2009 - October 2013
Wolf & Company, P.C. September 2006 - May 2009
Skills
Auditing, CPA, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, General Ledger, Financial Accounting, Internal Audit
Education
Nichols College 2007 — 2009
Master of Science, Business Administration
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Accounting
John Hancock Investments October 2013 - Present
Outpost International June 2009 - October 2013
Wolf & Company, P.C. September 2006 - May 2009
Skills
Auditing, CPA, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, General Ledger, Financial Accounting, Internal Audit
Education
Nichols College 2007 — 2009
Master of Science, Business Administration
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Accounting
Timothy H. Norment's John Hancock Investments Experience September 2014 - Present
Job Senior Portfolio Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
State Street Bank October 2013 - September 2014
State Street March 2013 - September 2013
State Street Bank April 2012 - February 2013
State Street March 2011 - March 2012
Skills
Microsoft Office, Windows & Mac OS, Mathematica, Bloomberg Terminal, IDC, Reuters, Bloomberg
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Finance & Economics
John Hancock Investments September 2014 - Present
State Street Bank October 2013 - September 2014
State Street March 2013 - September 2013
State Street Bank April 2012 - February 2013
State Street March 2011 - March 2012
Skills
Microsoft Office, Windows & Mac OS, Mathematica, Bloomberg Terminal, IDC, Reuters, Bloomberg
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Finance & Economics
Julianne Michelle Grillo Julianne Michelle Grillo's John Hancock Investments Experience January 2011 - July 2011
Job Marketing & Communications Associate at OneBeacon Insurance Group
Industry Marketing and Advertising
Experience
OneBeacon Insurance Group July 2015 - Present
OneBeacon Insurance October 2013 - July 2015
Woonteiler Ink August 2012 - September 2013
Nicolazzo & Associates December 2007 - July 2012
John Hancock Investments January 2011 - July 2011
Allied Integrated Marketing June 2009 - January 2010
Skills
Adobe Acrobat, Avid, CMS, Magento, Microsoft Office, Morningstar, MyMediaInfo, Photoshop, Proficient on PC & Mac, Protool, Wordpress, WordPress, Blogging, Advertising, Editing, Social Media, Public Relations, Media Relations, Email Marketing, Marketing Communications, Strategic Communications, Social Networking, Management, Content Management, Community Development, Strategy, Crisis Communications, Event Management
Education
Northeastern University 2008 — 2012
Bachelor of Arts (BA), Communications, 3.85 GPA
John Cabot University, Rome, Italy 2011 — 2011
Semester abroad, 3.8 GPA
Penn State University 2007 — 2008
Bachelor of Science (BS), Marketing, 3.7 GPA
Medway High School 2003 — 2007
OneBeacon Insurance Group July 2015 - Present
OneBeacon Insurance October 2013 - July 2015
Woonteiler Ink August 2012 - September 2013
Nicolazzo & Associates December 2007 - July 2012
John Hancock Investments January 2011 - July 2011
Allied Integrated Marketing June 2009 - January 2010
Skills
Adobe Acrobat, Avid, CMS, Magento, Microsoft Office, Morningstar, MyMediaInfo, Photoshop, Proficient on PC & Mac, Protool, Wordpress, WordPress, Blogging, Advertising, Editing, Social Media, Public Relations, Media Relations, Email Marketing, Marketing Communications, Strategic Communications, Social Networking, Management, Content Management, Community Development, Strategy, Crisis Communications, Event Management
Education
Northeastern University 2008 — 2012
Bachelor of Arts (BA), Communications, 3.85 GPA
John Cabot University, Rome, Italy 2011 — 2011
Semester abroad, 3.8 GPA
Penn State University 2007 — 2008
Bachelor of Science (BS), Marketing, 3.7 GPA
Medway High School 2003 — 2007
Mark Waltham's John Hancock Investments Experience March 2014 - Present
Job Head of Analytics at John Hancock Investments
Industry Marketing and Advertising
Experience
John Hancock Investments March 2014 - Present
Google July 2012 - January 2014
Google June 2011 - August 2011
Dixons Retail January 2010 - July 2010
Dixons Retail April 2009 - February 2010
Detica March 2003 - April 2009
Vodafone September 2008 - March 2009
Cable&Wireless March 2007 - September 2008
Vodafone UK 2004 - 2006
T-Mobile 2003 - 2004
Skills
Sales, Sales Management, Marketing, CRM, Online Advertising, Value Chain Management, Telecommunications, Business Transformation, Financial Services, Digital Marketing, Management Consulting, Change Management, Mentoring, Business Analysis, Leadership, Business Strategy, Business Intelligence, Analysis, Business Development, Analytics
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Cambridge University
MA
St Albans School
A-levels
John Hancock Investments March 2014 - Present
Google July 2012 - January 2014
Google June 2011 - August 2011
Dixons Retail January 2010 - July 2010
Dixons Retail April 2009 - February 2010
Detica March 2003 - April 2009
Vodafone September 2008 - March 2009
Cable&Wireless March 2007 - September 2008
Vodafone UK 2004 - 2006
T-Mobile 2003 - 2004
Skills
Sales, Sales Management, Marketing, CRM, Online Advertising, Value Chain Management, Telecommunications, Business Transformation, Financial Services, Digital Marketing, Management Consulting, Change Management, Mentoring, Business Analysis, Leadership, Business Strategy, Business Intelligence, Analysis, Business Development, Analytics
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Cambridge University
MA
St Albans School
A-levels
Maureen Quaile's John Hancock Investments Experience 2003 - 2015
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
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
Teresa Ferrante's John Hancock Investments Experience November 2005 - Present
Job Sales Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2005 - Present
Travelers Life & Annuity June 2002 - November 2005
AIG SunAmerica July 2001 - June 2002
Delaware Investments, a member of the Macquarie Group February 2000 - May 2001
Prudential Financial July 1997 - February 2000
Skills
Separately Managed...
Education
Transylvania University 1990 — 1994
BA, Marketing, Psychology
John Hancock Investments November 2005 - Present
Travelers Life & Annuity June 2002 - November 2005
AIG SunAmerica July 2001 - June 2002
Delaware Investments, a member of the Macquarie Group February 2000 - May 2001
Prudential Financial July 1997 - February 2000
Skills
Separately Managed...
Education
Transylvania University 1990 — 1994
BA, Marketing, Psychology
Tim King, MBA, CIMA, CRPC's John Hancock Investments Experience February 2005 - Present
Job Senior Vice President at John Hancock Funds
Industry Financial Services
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
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
Gary Horby's John Hancock Investments Experience April 2011 - Present
Job Managing Director DC IO Specialist at John Hancock Funds
Industry Investment Management
Experience
John Hancock Investments April 2011 - Present
Milliman April 2010 - April 2011
Putnam Investments May 2005 - January 2010
ABN AMRO Asset Management 2000 - 2005
ABN AMRO Trust Services 2000 - 2005
Fidelity Investments Institutional Services Company September 1984 - February 1995
RepublicBank Dallas (Bank of America) 1980 - 1984
Skills
Sales, Management, Sales Operations, New Business Development, Sales Process, Retirement Planning, Employee Benefits, Retirement, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation
Education
University of Michigan - Stephen M. Ross School of Business
Executive Sales Management
Texas Tech University 1975 — 1980
BBA Finance
W. T. White High School 1972 — 1975
Diploma General Studies
John Hancock Investments April 2011 - Present
Milliman April 2010 - April 2011
Putnam Investments May 2005 - January 2010
ABN AMRO Asset Management 2000 - 2005
ABN AMRO Trust Services 2000 - 2005
Fidelity Investments Institutional Services Company September 1984 - February 1995
RepublicBank Dallas (Bank of America) 1980 - 1984
Skills
Sales, Management, Sales Operations, New Business Development, Sales Process, Retirement Planning, Employee Benefits, Retirement, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation
Education
University of Michigan - Stephen M. Ross School of Business
Executive Sales Management
Texas Tech University 1975 — 1980
BBA Finance
W. T. White High School 1972 — 1975
Diploma General Studies
Mary Ellen Higgins's John Hancock Investments Experience August 1996 - November 1999
Job Strategic Communications Executive
Industry Public Relations and Communications
Experience
TIAA-CREF February 2015 - Present
Santander Bank, N.A. March 2013 - August 2014
The Hubbell Group Inc. August 2005 - February 2013
Mary Ellen Higgins Consulting January 2000 - July 2005
John Hancock Investments August 1996 - November 1999
Sun Life Financial August 1994 - July 1996
Fidelity Investments 1990 - July 1994
Massachusetts Department of Revenue 1988 - 1990
Skills
Media Relations, Corporate Communications, Internal Communications, Investment Education, Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Financial Services, Wealth Management, Asset Managment, Qualified Retirement..., Personal Finance, Insurance, Banking, Social Media, Retirement Planning, Investment Strategies, Alternative Investments
Education
Rockefeller College of Public Affairs & Policy, SUNY Albany 1986 — 1988
MPA, Public Administration & Policy
University of Maryland Baltimore 1982 — 1986
BA, Political Science
TIAA-CREF February 2015 - Present
Santander Bank, N.A. March 2013 - August 2014
The Hubbell Group Inc. August 2005 - February 2013
Mary Ellen Higgins Consulting January 2000 - July 2005
John Hancock Investments August 1996 - November 1999
Sun Life Financial August 1994 - July 1996
Fidelity Investments 1990 - July 1994
Massachusetts Department of Revenue 1988 - 1990
Skills
Media Relations, Corporate Communications, Internal Communications, Investment Education, Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Financial Services, Wealth Management, Asset Managment, Qualified Retirement..., Personal Finance, Insurance, Banking, Social Media, Retirement Planning, Investment Strategies, Alternative Investments
Education
Rockefeller College of Public Affairs & Policy, SUNY Albany 1986 — 1988
MPA, Public Administration & Policy
University of Maryland Baltimore 1982 — 1986
BA, Political Science
Deborah Vo's John Hancock Investments Experience July 2015 - Present
Job Jr. SharePoint Developer at John Hancock Investments
Industry Libraries
Experience
John Hancock Investments July 2015 - Present
Partners HealthCare January 2013 - July 2015
MIS Training Institute 2012 - 2012
Public Sector Partners July 2010 - October 2010
JCSI November 2007 - September 2009
Skills
Market Research, Research, Recruiting, Applicant Tracking..., Technical Recruiting, Project Management, Leadership, SDLC, Sourcing, Microsoft Office, Talent Acquisition, Databases, Interviews, SQL, SharePoint 2010, SharePoint 2013, SharePoint Designer
Education
Southern Connecticut State University 2003 — 2006
MLS, Academic Libraries
John Hancock Investments July 2015 - Present
Partners HealthCare January 2013 - July 2015
MIS Training Institute 2012 - 2012
Public Sector Partners July 2010 - October 2010
JCSI November 2007 - September 2009
Skills
Market Research, Research, Recruiting, Applicant Tracking..., Technical Recruiting, Project Management, Leadership, SDLC, Sourcing, Microsoft Office, Talent Acquisition, Databases, Interviews, SQL, SharePoint 2010, SharePoint 2013, SharePoint Designer
Education
Southern Connecticut State University 2003 — 2006
MLS, Academic Libraries
Christopher Link's John Hancock Investments Experience March 2013 - Present
Job Creative Director at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
Phil Wertz's John Hancock Investments Experience 1982 - 1990
Job VP Sales at Blackdot Wireless
Industry Telecommunications
Experience
Blackdot Wireless August 2006 - Present
Black Dot Wireless June 2005 - July 2006
Black Dot Wireless March 2005 - May 2005
Tagline Communications Inc. 2003 - 2005
Gaurdian Life Insurance 1993 - 2003
Northwestern Mutual 1990 - 1993
John Hancock Investments 1982 - 1990
John Hancock Investments June 1982 - October 1982
Skills
Sales Management, Account Management, Business Development, Telecommunications, Contract Negotiation, Vendor Management, Sales
Education
UCLA 1977 — 1981
Bachelor's degree, Political Science and Government
Blackdot Wireless August 2006 - Present
Black Dot Wireless June 2005 - July 2006
Black Dot Wireless March 2005 - May 2005
Tagline Communications Inc. 2003 - 2005
Gaurdian Life Insurance 1993 - 2003
Northwestern Mutual 1990 - 1993
John Hancock Investments 1982 - 1990
John Hancock Investments June 1982 - October 1982
Skills
Sales Management, Account Management, Business Development, Telecommunications, Contract Negotiation, Vendor Management, Sales
Education
UCLA 1977 — 1981
Bachelor's degree, Political Science and Government
Joanne Ryan Conroy's John Hancock Investments Experience December 2011 - Present
Job Director, Creative at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2005 - December 2011
Columbia Management 2000 - 2004
Liberty Financial Companies March 1997 - August 2000
Keystone Investments September 1995 - March 1997
Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2005 - December 2011
Columbia Management 2000 - 2004
Liberty Financial Companies March 1997 - August 2000
Keystone Investments September 1995 - March 1997
Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts
Jeff Murphy, CRPC®'s John Hancock Investments Experience October 2012 - Present
Job Regional Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments October 2012 - Present
John Hancock Investments May 2010 - October 2012
Skills
Series 7, Mutual Funds, Investments, Separately Managed..., Retirement Planning, Series 63, Wealth Management, FINRA, Financial Advisory, Asset Allocation, Alternative Investments, Asset Management, Securities
Education
Middlebury College 2004 — 2008
B.A., Economics, French
2016 Candidate in the Level III CFA Program
John Hancock Investments October 2012 - Present
John Hancock Investments May 2010 - October 2012
Skills
Series 7, Mutual Funds, Investments, Separately Managed..., Retirement Planning, Series 63, Wealth Management, FINRA, Financial Advisory, Asset Allocation, Alternative Investments, Asset Management, Securities
Education
Middlebury College 2004 — 2008
B.A., Economics, French
2016 Candidate in the Level III CFA Program
Elizabeth Grindel, CPA's John Hancock Investments Experience March 2012 - May 2013
Job Associate Director of Accounting and Corporate Controller at Clovis Oncology
Industry Accounting
Experience
Clovis Oncology August 2014 - Present
Array BioPharma July 2013 - August 2014
John Hancock Investments March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2008 - March 2012
Liberty Mutual March 2004 - May 2008
Putnam Investments July 2002 - March 2004
Putnam Investments October 1999 - July 2002
Putnam Investments June 1998 - October 1999
XTRA Corporation September 1997 - June 1998
Deloitte & Touche January 1995 - August 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Sarbanes-Oxley, Financial Accounting, Accounting, Finance, Technical Accounting..., Analysis, Sarbanes-Oxley Act, Financial Statements, Forecasting, SEC Filings
Education
North Carolina State University - College of Management
BA, Business Management
Northeastern University
MBA, MS, Accounting
Clovis Oncology August 2014 - Present
Array BioPharma July 2013 - August 2014
John Hancock Investments March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2008 - March 2012
Liberty Mutual March 2004 - May 2008
Putnam Investments July 2002 - March 2004
Putnam Investments October 1999 - July 2002
Putnam Investments June 1998 - October 1999
XTRA Corporation September 1997 - June 1998
Deloitte & Touche January 1995 - August 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Sarbanes-Oxley, Financial Accounting, Accounting, Finance, Technical Accounting..., Analysis, Sarbanes-Oxley Act, Financial Statements, Forecasting, SEC Filings
Education
North Carolina State University - College of Management
BA, Business Management
Northeastern University
MBA, MS, Accounting
Sean Breen's John Hancock Investments Experience June 2007 - February 2012
Job Regional Business Consultant at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments March 2012 - Present
John Hancock Investments June 2007 - February 2012
Transamerica Financial Solutions July 1998 - May 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, Asset Managment, Series 6, ETFs, Series 65, Series 24, Fixed Annuities, 401k, Retirement, Closed-end Funds, Financial Services
Education
State University of New York College at Purchase 1983 — 1985
Bachelor of Arts (B.A.), Political Science
Kenyon College 1979 — 1982
Political Science
New York Life & MainStay Investments March 2012 - Present
John Hancock Investments June 2007 - February 2012
Transamerica Financial Solutions July 1998 - May 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, Asset Managment, Series 6, ETFs, Series 65, Series 24, Fixed Annuities, 401k, Retirement, Closed-end Funds, Financial Services
Education
State University of New York College at Purchase 1983 — 1985
Bachelor of Arts (B.A.), Political Science
Kenyon College 1979 — 1982
Political Science
Tim Tolios's John Hancock Investments Experience 2013 - 2014
Job Senior Control Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2014 - Present
John Hancock Investments 2013 - 2014
Affiliated Computer Services / Xerox Corporation 2012 - 2013
The Colbent Corporation 2010 - 2012
Evergreen Investments / Wells Fargo 2002 - 2009
Evergreen Investments 1999 - 2002
Evergreen Investments 1994 - 1999
The Colbent Corporation 1993 - 1994
Eastmark Consulting 1992 - 1993
Skills
Financial Services, Mutual Funds, Securities, Account Reconciliation, Equities, Leadership, Mergers & Acquisitions, Relationship Management, Fixed Income, Capital Markets, Risk Management, Mergers, Asset Management, Bloomberg, Banking, Series 63, Series 7
Education
Ipswich High School
Northeastern University
Bachelor of Arts (B.A.), Economics
North Shore Community College
Certificate, Business Accounting & Financial Software
Putnam Investments January 2014 - Present
John Hancock Investments 2013 - 2014
Affiliated Computer Services / Xerox Corporation 2012 - 2013
The Colbent Corporation 2010 - 2012
Evergreen Investments / Wells Fargo 2002 - 2009
Evergreen Investments 1999 - 2002
Evergreen Investments 1994 - 1999
The Colbent Corporation 1993 - 1994
Eastmark Consulting 1992 - 1993
Skills
Financial Services, Mutual Funds, Securities, Account Reconciliation, Equities, Leadership, Mergers & Acquisitions, Relationship Management, Fixed Income, Capital Markets, Risk Management, Mergers, Asset Management, Bloomberg, Banking, Series 63, Series 7
Education
Ipswich High School
Northeastern University
Bachelor of Arts (B.A.), Economics
North Shore Community College
Certificate, Business Accounting & Financial Software
William Estrada's John Hancock Investments Experience July 2015 - Present
Job Paralegal Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2015 - Present
John Hancock Financial Services July 2008 - July 2015
United States Army Reserve June 2005 - January 2010
Skills
Microsoft Excel, Insurance, Risk Management, Research, PowerPoint, Legal Research, Customer Service, Investments
Education
Northeastern University
Business Management
John Hancock Investments July 2015 - Present
John Hancock Financial Services July 2008 - July 2015
United States Army Reserve June 2005 - January 2010
Skills
Microsoft Excel, Insurance, Risk Management, Research, PowerPoint, Legal Research, Customer Service, Investments
Education
Northeastern University
Business Management
Edward Dao's John Hancock Investments Experience August 2004 - November 2007
Job Web Developer III at John Hancock
Industry Financial Services
Experience
Signator Investors, Inc. November 2010 - June 2015
John Hancock Annuities November 2007 - November 2010
John Hancock Investments August 2004 - November 2007
Skills
Microsoft SQL Server, SDLC, VB.NET, SharePoint, Business Analysis, SQL, Visio, TIBCO Business Studio, Entity Framework, Design Patterns, SOA, Software Development, ASP.NET MVC, Oracle SQL Developer, Crystal Reports, Web Development, ASP.NET, AJAX, Database Design, Requirements Gathering, .NET, Project Management, Databases, Systems Analysis, C#, XML
Education
Northeastern University 1999 — 2004
MS, Management Information Systems
Boston Latin Academy 1996 — 1999
Diploma, High School
Signator Investors, Inc. November 2010 - June 2015
John Hancock Annuities November 2007 - November 2010
John Hancock Investments August 2004 - November 2007
Skills
Microsoft SQL Server, SDLC, VB.NET, SharePoint, Business Analysis, SQL, Visio, TIBCO Business Studio, Entity Framework, Design Patterns, SOA, Software Development, ASP.NET MVC, Oracle SQL Developer, Crystal Reports, Web Development, ASP.NET, AJAX, Database Design, Requirements Gathering, .NET, Project Management, Databases, Systems Analysis, C#, XML
Education
Northeastern University 1999 — 2004
MS, Management Information Systems
Boston Latin Academy 1996 — 1999
Diploma, High School
Timothy Crabbe's John Hancock Investments Experience November 2012 - Present
Job Sales Analytics Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2007 - Present
john hancock 2004 - 2009
john hancock 2004 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2005 - May 2007
Skills
Leadership, Microsoft Excel, Training, Mutual Funds, Financial Analysis, Business Analysis, Data Integration, Data Analysis, Data Management, Data Integrity, Reporting & Analysis, Segmentation, SAS E-Guide, Sales Operations, Regression Analysis, Territory Alignment, Territory Optimization, Territory Segmentation, Access, Competitive Intelligence, Business Intelligence, Market Intelligence, Finance
Education
Suffolk University - Sawyer Business School 2007 — 2009
Master's, Finance
Western New England College 1999 — 2003
Bachelor's of Science, Business Administration and Management, General
John Hancock Investments November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2007 - Present
john hancock 2004 - 2009
john hancock 2004 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2005 - May 2007
Skills
Leadership, Microsoft Excel, Training, Mutual Funds, Financial Analysis, Business Analysis, Data Integration, Data Analysis, Data Management, Data Integrity, Reporting & Analysis, Segmentation, SAS E-Guide, Sales Operations, Regression Analysis, Territory Alignment, Territory Optimization, Territory Segmentation, Access, Competitive Intelligence, Business Intelligence, Market Intelligence, Finance
Education
Suffolk University - Sawyer Business School 2007 — 2009
Master's, Finance
Western New England College 1999 — 2003
Bachelor's of Science, Business Administration and Management, General
William Wise's John Hancock Investments Experience November 2010 - February 2015
Job Beaumont Capital Management
Industry Financial Services
Experience
Beaumont Capital Management (BCM) February 2015 - Present
John Hancock Investments November 2010 - February 2015
John Hancock Financial Services December 2008 - November 2010
John Hancock Financial Services December 2006 - December 2008
Skills
Sales, Financial Services, Series 63, Retirement Planning, Fixed Annuities
Education
Trinity College-Hartford
Beaumont Capital Management (BCM) February 2015 - Present
John Hancock Investments November 2010 - February 2015
John Hancock Financial Services December 2008 - November 2010
John Hancock Financial Services December 2006 - December 2008
Skills
Sales, Financial Services, Series 63, Retirement Planning, Fixed Annuities
Education
Trinity College-Hartford
Michael Shanley's John Hancock Investments Experience July 2011 - Present
Job John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments July 2011 - Present
John Hancock Financial Services August 2010 - June 2011
Wells Fargo Advantage Funds January 2010 - July 2010
Guardian/RS Funds May 2007 - February 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Sales Presentations, Financial Services, Alternative Investments, Fixed Annuities, Variable Annuities, Business Development, Sales
Education
Stonehill College
B.S, Business/Marketing
John Hancock Investments July 2011 - Present
John Hancock Financial Services August 2010 - June 2011
Wells Fargo Advantage Funds January 2010 - July 2010
Guardian/RS Funds May 2007 - February 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Sales Presentations, Financial Services, Alternative Investments, Fixed Annuities, Variable Annuities, Business Development, Sales
Education
Stonehill College
B.S, Business/Marketing
Christopher Diozzi's John Hancock Investments Experience August 2012 - Present
Job Associate Director, Institutional Sales
Industry Investment Management
Experience
John Hancock Investments August 2012 - Present
Education
Trinity College-Hartford 2005 — 2009
Belmont High School
Deerfield Academy
John Hancock Investments August 2012 - Present
Education
Trinity College-Hartford 2005 — 2009
Belmont High School
Deerfield Academy
Jonathan Hunter, AIF®'s John Hancock Investments Experience August 2015 - Present
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
EntrepreneurShares, LLC September 2014 - July 2015
John Hancock Investments May 2013 - September 2014
John Hancock Investments March 2011 - May 2013
Wells Fargo Advantage Funds May 2010 - March 2011
UBS Wealth Management June 2009 - August 2009
Skills
Series 7, Series 66, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Securities, Equities, Trading, Fixed Income, Portfolio Management, Retirement Planning, Alternative Investments
Education
Middlebury College 2006 — 2010
Bachelor of Arts, Biology, Economics
Stratton Mountain School 2001 — 2005
John Hancock Investments August 2015 - Present
EntrepreneurShares, LLC September 2014 - July 2015
John Hancock Investments May 2013 - September 2014
John Hancock Investments March 2011 - May 2013
Wells Fargo Advantage Funds May 2010 - March 2011
UBS Wealth Management June 2009 - August 2009
Skills
Series 7, Series 66, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Securities, Equities, Trading, Fixed Income, Portfolio Management, Retirement Planning, Alternative Investments
Education
Middlebury College 2006 — 2010
Bachelor of Arts, Biology, Economics
Stratton Mountain School 2001 — 2005
Brendan Burke, CRPC®'s John Hancock Investments Experience February 2012 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2012 - Present
Wells Fargo Advantage Funds August 2010 - February 2012
Putnam Investments September 2009 - August 2010
Putnam Investments January 2008 - September 2009
CareScout October 2007 - January 2008
Skills
Mutual Funds, Series 7, Customer Service, Series 66, Management, Asset Allocation, Insurance, Series 63, Uniform Combined State..., Training, Series 6, Finance, Leadership, Marketing, Sales, Retirement
Education
Merrimack College 2003 — 2007
BA, Political Science, Minor Business and Religious Studies
Catholic Memorial High School 1999 — 2003
Diploma
John Hancock Investments February 2012 - Present
Wells Fargo Advantage Funds August 2010 - February 2012
Putnam Investments September 2009 - August 2010
Putnam Investments January 2008 - September 2009
CareScout October 2007 - January 2008
Skills
Mutual Funds, Series 7, Customer Service, Series 66, Management, Asset Allocation, Insurance, Series 63, Uniform Combined State..., Training, Series 6, Finance, Leadership, Marketing, Sales, Retirement
Education
Merrimack College 2003 — 2007
BA, Political Science, Minor Business and Religious Studies
Catholic Memorial High School 1999 — 2003
Diploma
Joe Letts's John Hancock Investments Experience September 2013 - Present
Job Senior Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2013 - Present
John Hancock 2007 - Present
Skills
Financial Reporting, Mutual Funds, Bloomberg, Equities, Investments, Accounting, Asset Management, Finance
Education
University at Buffalo 1994 — 1998
John Hancock Investments September 2013 - Present
John Hancock 2007 - Present
Skills
Financial Reporting, Mutual Funds, Bloomberg, Equities, Investments, Accounting, Asset Management, Finance
Education
University at Buffalo 1994 — 1998
Amy LaFrance's John Hancock Investments Experience May 2015 - Present
Job Senior Investment & Industry Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2015 - Present
Strategic Insight November 2007 - 2015
Various Firms, Morgan Stanley, UBS, Janney Montgomery, Wachovia February 2002 - November 2007
Russell/Mellon June 2000 - February 2002
Skills
Investments, Analysis, ETFs, Mutual Funds, Due Diligence, Fixed Income, Strategic Planning, Distribution Strategies, Asset Managment, Report Writing, Qualitative Research, Market Research, Competitive Analysis, Competitive Landscape, Fund Industry..., Customized..., Research, Intermediary..., Industry Analysis, Mutual Fund Trends and..., Asset Manager..., CRM, Financial Services, Hedge Funds, Alternative Investments, Business Development, Investment Management, Series 7, Retirement, Investment Strategies, Asset Management, Asset Allocation, Wealth Management, Securities, Variable Annuities, Series 63, Equities
Education
Saint Michael's College 1993 — 1997
BA, English
John Hancock Investments May 2015 - Present
Strategic Insight November 2007 - 2015
Various Firms, Morgan Stanley, UBS, Janney Montgomery, Wachovia February 2002 - November 2007
Russell/Mellon June 2000 - February 2002
Skills
Investments, Analysis, ETFs, Mutual Funds, Due Diligence, Fixed Income, Strategic Planning, Distribution Strategies, Asset Managment, Report Writing, Qualitative Research, Market Research, Competitive Analysis, Competitive Landscape, Fund Industry..., Customized..., Research, Intermediary..., Industry Analysis, Mutual Fund Trends and..., Asset Manager..., CRM, Financial Services, Hedge Funds, Alternative Investments, Business Development, Investment Management, Series 7, Retirement, Investment Strategies, Asset Management, Asset Allocation, Wealth Management, Securities, Variable Annuities, Series 63, Equities
Education
Saint Michael's College 1993 — 1997
BA, English
Brian Duhamel's John Hancock Investments Experience October 2013 - Present
Job Senior Manager at John Hancock Investments
Industry Banking
Experience
John Hancock Investments October 2013 - Present
J.P. Morgan February 2005 - October 2013
Skills
Mutual Funds, Bloomberg, Derivatives, Equities, Fixed Income, Investments, Financial Analysis, Financial Services, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Accounting, Securities, Financial Reporting, Asset Management, Fund Administration, Risk Management, Portfolio Management
Education
Tufts University
BS, Computer Engineering
John Hancock Investments October 2013 - Present
J.P. Morgan February 2005 - October 2013
Skills
Mutual Funds, Bloomberg, Derivatives, Equities, Fixed Income, Investments, Financial Analysis, Financial Services, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Accounting, Securities, Financial Reporting, Asset Management, Fund Administration, Risk Management, Portfolio Management
Education
Tufts University
BS, Computer Engineering
Natalya Abramiya's John Hancock Investments Experience October 2013 - Present
Job Strategic Planning Associate at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments October 2013 - Present
John Hancock January 2009 - Present
Skills
Morningstar, Mutual Funds, Bloomberg, Analytics, Investments, Strategic Planning, Investment Strategies, Financial Analysis, Valuation, Fixed Income, Financial Modeling, Corporate Finance, Equities, Asset Allocation
Education
Northeastern University 2006 — 2011
Bachelor of Science in Finance and Accounting
Newton North 2001 — 2005
John Hancock Investments October 2013 - Present
John Hancock January 2009 - Present
Skills
Morningstar, Mutual Funds, Bloomberg, Analytics, Investments, Strategic Planning, Investment Strategies, Financial Analysis, Valuation, Fixed Income, Financial Modeling, Corporate Finance, Equities, Asset Allocation
Education
Northeastern University 2006 — 2011
Bachelor of Science in Finance and Accounting
Newton North 2001 — 2005
Lynn Le's John Hancock Investments Experience May 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2014 - Present
John Hancock Financial Services July 2013 - January 2014
RuffaloCODY August 2012 - July 2013
MFS Investment Management January 2012 - June 2012
The Body Shop November 2010 - November 2011
Skills
Mutual Funds, Management, Retirement Planning, Series 6, Series 63, Financial Reporting, CRM, Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Lowell 2010 — 2014
Business (Finance & Marketing)
John Hancock Investments May 2014 - Present
John Hancock Financial Services July 2013 - January 2014
RuffaloCODY August 2012 - July 2013
MFS Investment Management January 2012 - June 2012
The Body Shop November 2010 - November 2011
Skills
Mutual Funds, Management, Retirement Planning, Series 6, Series 63, Financial Reporting, CRM, Analysis, Investments, Leadership, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Lowell 2010 — 2014
Business (Finance & Marketing)
Pamela Nigro's John Hancock Investments Experience October 2011 - Present
Job Senior Executive Assistant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Investments October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - October 2011
Upromise Investments August 2004 - December 2007
Education
Northeastern University 2008 — 2008
Certificate, Paralegal Studies
Roger Williams University 2000 — 2004
BS, Criminal Justice & Psychology
John Hancock Investments October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - October 2011
Upromise Investments August 2004 - December 2007
Education
Northeastern University 2008 — 2008
Certificate, Paralegal Studies
Roger Williams University 2000 — 2004
BS, Criminal Justice & Psychology
Adam Anastas's John Hancock Investments Experience April 2013 - December 2013
Job Senior Performance Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management December 2013 - Present
John Hancock Investments April 2013 - December 2013
John Hancock Investments November 2008 - March 2013
Fidelity Investments June 2007 - October 2008
Skills
Risk Models, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Fixed Income, Morningstar Direct, Performance Reporting, Investments, Hedge Funds, Investment Management, Securities
Education
Roger Williams University 2003 — 2007
Bachelor, Finance
Manulife Asset Management December 2013 - Present
John Hancock Investments April 2013 - December 2013
John Hancock Investments November 2008 - March 2013
Fidelity Investments June 2007 - October 2008
Skills
Risk Models, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Fixed Income, Morningstar Direct, Performance Reporting, Investments, Hedge Funds, Investment Management, Securities
Education
Roger Williams University 2003 — 2007
Bachelor, Finance
Dan Savoie's John Hancock Investments Experience 2012 - February 2015
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Scott Brandies's John Hancock Investments Experience January 2013 - Present
Job Regional Marketing Director Mutual Funds
Industry Financial Services
Experience
John Hancock Investments January 2013 - Present
The Hartford July 2004 - December 2012
Education
Saint Joseph's University 1997 — 2001
BS, Finance
John Hancock Investments January 2013 - Present
The Hartford July 2004 - December 2012
Education
Saint Joseph's University 1997 — 2001
BS, Finance
Dennis Estes, CAIA's John Hancock Investments Experience May 2011 - Present
Job Product Development
Industry Investment Management
Experience
John Hancock Investments May 2011 - Present
The Boston Company Asset Management (BNY Mellon Asset Management) April 2007 - May 2011
Fidelity Investments June 2002 - April 2007
Fidelity Investments October 2000 - June 2002
Skills
Mutual Funds, Asset Management, Product Management, Alternative Investments, Product Development, Investment Strategies, Investment Products, Hedge Funds, Institutional Investors
Education
Northeastern University 2007 — 2009
MBA, Investments & Corporate Finance
Suffolk University 1998 — 2002
BSBA, Finance & Int'l Business
John Hancock Investments May 2011 - Present
The Boston Company Asset Management (BNY Mellon Asset Management) April 2007 - May 2011
Fidelity Investments June 2002 - April 2007
Fidelity Investments October 2000 - June 2002
Skills
Mutual Funds, Asset Management, Product Management, Alternative Investments, Product Development, Investment Strategies, Investment Products, Hedge Funds, Institutional Investors
Education
Northeastern University 2007 — 2009
MBA, Investments & Corporate Finance
Suffolk University 1998 — 2002
BSBA, Finance & Int'l Business
Austin Craine's John Hancock Investments Experience January 2014 - February 2015
Job Internal Auditor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2015 - Present
John Hancock Investments January 2014 - February 2015
John Hancock Investments May 2012 - August 2012
Education
Northeastern University 2013 — 2013
Master of Science (MS), Accounting
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, History Minor
Danish Institute for Study Abroad (DIS) 2011 — 2011
Semester, International Business
Putnam Investments February 2015 - Present
John Hancock Investments January 2014 - February 2015
John Hancock Investments May 2012 - August 2012
Education
Northeastern University 2013 — 2013
Master of Science (MS), Accounting
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, History Minor
Danish Institute for Study Abroad (DIS) 2011 — 2011
Semester, International Business
Dean Hoeger's John Hancock Investments Experience September 2014 - Present
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2014 - Present
Pioneer Investments April 2008 - September 2014
Goldman Sachs Agency Lending 2002 - 2008
Skills
Series 7, Mutual Funds, Series 66, FINRA, Series 63, Investments, Uniform Combined State..., Asset Allocation, Asset Management, Series 6, Alternative Investments, Equities, Wealth Management, Portfolio Management, Relationship Management, Bloomberg, Sales Operations, Fixed Annuities, Separately Managed...
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
Finance, Management Information Systems
John Hancock Investments September 2014 - Present
Pioneer Investments April 2008 - September 2014
Goldman Sachs Agency Lending 2002 - 2008
Skills
Series 7, Mutual Funds, Series 66, FINRA, Series 63, Investments, Uniform Combined State..., Asset Allocation, Asset Management, Series 6, Alternative Investments, Equities, Wealth Management, Portfolio Management, Relationship Management, Bloomberg, Sales Operations, Fixed Annuities, Separately Managed...
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
Finance, Management Information Systems
Kathleen (O'Grady) Szpila's John Hancock Investments Experience 2015 - Present
Job Client Service Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments 2015 - Present
Techne, LLC January 2014 - Present
State Street Bank May 2006 - January 2012
Crosby Advisors, LLC (Fidelity Investments) September 2001 - January 2006
Skills
Banking, Equities, Financial Analysis, Financial Services, Fixed Income, Insurance, Investments, Mutual Funds, Portfolio Management, Property, Relationship Management, Sales, Securities
Education
University of Rhode Island
Bachelor's degree, Business Administration
Université de Technologie de Compiègne
John Hancock Investments 2015 - Present
Techne, LLC January 2014 - Present
State Street Bank May 2006 - January 2012
Crosby Advisors, LLC (Fidelity Investments) September 2001 - January 2006
Skills
Banking, Equities, Financial Analysis, Financial Services, Fixed Income, Insurance, Investments, Mutual Funds, Portfolio Management, Property, Relationship Management, Sales, Securities
Education
University of Rhode Island
Bachelor's degree, Business Administration
Université de Technologie de Compiègne
Ross Charpentier's John Hancock Investments Experience June 2013 - Present
Job Team Leader at John Hancock Investments
Industry
Experience
John Hancock Investments June 2013 - Present
John Hancock Investments October 2007 - June 2013
John Hancock Investments March 2007 - October 2007
Skills
Financial Services, Microsoft Office
Education
Southern New Hampshire University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.16
John Hancock Investments June 2013 - Present
John Hancock Investments October 2007 - June 2013
John Hancock Investments March 2007 - October 2007
Skills
Financial Services, Microsoft Office
Education
Southern New Hampshire University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.16
Kirsten Easley's John Hancock Investments Experience July 2014 - January 2015
Job Student at Northeastern University
Industry Financial Services
Experience
John Hancock Investments July 2014 - January 2015
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Economics and Finance
John Hancock Investments July 2014 - January 2015
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Economics and Finance
Rob Umberger's John Hancock Investments Experience June 2012 - Present
Job Training Liaison & Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2012 - Present
John Hancock Investments October 2006 - June 2012
Education
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
John Hancock Investments June 2012 - Present
John Hancock Investments October 2006 - June 2012
Education
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Abhi V's John Hancock Investments Experience September 2014 - Present
Job Attended Purdue University
Industry Computer Software
Experience
John Hancock Investments September 2014 - Present
United Airlines September 2013 - September 2014
Skills
Project Management, CRM, Microsoft Excel, Microsoft Office, PowerPoint, Research, Data Analysis, Salesforce.com, Business Analysis, Business Analytics, Experienced Business..., Analytics
Education
Purdue University
Bachelor's degree
John Hancock Investments September 2014 - Present
United Airlines September 2013 - September 2014
Skills
Project Management, CRM, Microsoft Excel, Microsoft Office, PowerPoint, Research, Data Analysis, Salesforce.com, Business Analysis, Business Analytics, Experienced Business..., Analytics
Education
Purdue University
Bachelor's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY