John Hancock Life Insurance Company (U.S.A.)
Industry: Insurance
DescriptionJohn Hancock Life Insurance Company, U.S.A. is a Boston-based insurance company. Established April 21, 1862, it was named in honor of John Hancock, a prominent patriot. In 2004, John Hancock was acquired by the Canadian life insurance company Manulife Financial. Headquarters: Boston, Massachusetts, United States CEO: Marianne Harrison (2017–) Parent organization: Manulife VP: Thomas E. Samoluk (Counsel, External Affairs, Investigative Services) General counsel: Emanuel Alves SVP: Emanuel Alves
John Hancock Life Insurance Company (U.S.A.) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Life Insurance Company (U.S.A.). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John Hancock Life Insurance Company (U.S.A.) Employees
Anda, Inc. February 1997 - Present
Actavis February 1997 - Present
Allergan February 1997 - Present
Mar Com Technologoies September 1995 - February 1997
John Hancock Life Insurance Company (U.S.A.) April 1995 - April 1996
Miami-Dade Parks and Recreation May 1994 - April 1995
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Managed Care, Sales Management, Sales Effectiveness, Market Planning, Sales Operations, Team Building, Sales Force Development, Account Management, Product Launch, Healthcare, Hospital Sales, Selling, Cold Calling, Cross-functional Team..., Sales, Cardiology, Medical Devices, Sales Presentations, Selling Skills, Key Account Management, Pharmaceutics, Pricing, Direct Sales, Hospitals, Pharmacy, Managed Markets
Education
Barry University 1994 — 1995
Sports Management
St. Thomas University 1990 — 1994
Bachelor of Arts, Sports/Business Administration
Winston Preparatory School 1986 — 1990
High School
Community School 1984 — 1986
Junior High
Prudential Financial 2015 - Present
MassMutual Financial Group April 2014 - May 2015
USAA October 2013 - March 2014
USAA January 2005 - October 2013
Nationwide Provident Financial 2002 - 2005
ING Nederland 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1997 - 2000
Skills
FNRA LIcensed Series 7,..., CFP Certified Financial..., ChFC Chartered..., Leadership, Strategic Planning, Sales Management, Business Process..., Training, Investment Portfolio, Comprehensive Financial..., Mutual Funds, Managed Money, Arizona Life Health and..., Retirement, Strategic Financial..., Asset Allocation, Insurance, Financial Services, Financial Goals, Wealth Management, Finance, Financial Planning, Investments, Life Insurance, Retirement Planning, Asset Management, Series 7
Education
Arizona State University 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Liberal Arts and Sciences/Liberal Studies
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Traverse Partners January 2006 - Present
Broker Dealers September 2003 - January 2006
Capital Management Group January 1998 - September 2003
John Hancock Life Insurance Company (U.S.A.) April 1994 - December 1998
Skills
Investments, Wealth Management..., Wealth Management, Estate Planning, Finance, Retirement, Strategic Financial..., Management, Portfolio Management, Financial Modeling, Private Equity, Account Management, Investment Advisory, Sales, Analysis
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Appalachian State University 1990 — 1994
BSBA, Finance
Stericycle July 2014 - Present
Stericycle December 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Salesforce.com, Healthcare, Strategic Planning, New Business Development, Business Process..., Sales, Sales Operations, Marketing Strategy, Business Development, Leadership, Program Management, Training, Account Management, Contract Negotiation, Process Improvement, Team Building, Cross-functional Team...
Education
Belhaven College 2001 — 2003
MSM, Organizational Management
Arkansas State University 1995 — 1999
BS, Finance
Broker's Service Marketing Group January 2013 - April 2013
John Hancock Life Insurance Company (U.S.A.) September 2006 - March 2011
ADVANCED RESOURCES MARKETING December 1997 - July 2006
Skills
Marketing, Administrative..., Logistics Management, Underwriting, Case Managment, Life Insurance, Long-term Care, Quality Management, Organizational Design, Process Improvement, Staff Development, Team Building, Medical Terminology, Pharmacology, Analytic Thinking, Risk Assessment, Communication Skills, Creative Problem Solving, Key Account..., Project Management, Vendor Management, Network Administration, Technical Support, Microsoft Office, Sales Commissions, Licensing & Contracting
Education
Toni & Guy Hairdressing Academy Worcester, MA 2015 — 2016
Cosmetology
Toni & Guy Hairdressing Academy Worcester, Ma 2015 — 2016
Lesley University 2011 — 2014
Bachelor of Science (B.S.)
Becker College 2004 — 2006
Atomic Ski USA September 2010 - June 2012
Freelance Graphic Design January 2004 - December 2011
New Balance January 2011 - May 2011
Donnay USA January 2011 - May 2011
Water Bottle Design September 2010 - December 2010
Beer Re-branding September 2010 - December 2010
Armada Skis May 2010 - July 2010
Moosejaw Mountaineering December 2009 - May 2010
John Hancock Life Insurance Company (U.S.A.) 2004 - 2009
Skills
Strategy, Social Media Marketing, Marketing Strategy, Data Analysis, Start-ups, Market Research, Marketing, Analytics, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
Syracuse University 1998 — 2002
BS, Newhouse School of Communications
PNC Bank July 2003 - Present
HQ Global Workplaces 2001 - 2002
CBRE 1998 - 2001
18-20 E Springfield Assoc August 1994 - December 2000
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
Skills
Appraisals, Valuation, Real Estate Economics, Financial Modeling, Banking, Real Estate, Portfolio Management, Financial Analysis, Disposition, Investment Properties, Asset Managment, Negotiation, Investments, Leases, Brokerage, Asset Management, Commercial Lending, Dispositions
Education
Ashland University 2003 — 2005
MBA, Executive Management, Finance
Northeastern University 1994 — 1998
Marketing, Finance
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State Farm Insurance November 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2001 - November 2005
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Services, Finance, Strategy, Disability Insurance, Team Building, Sales Management, Retirement, Customer Service, New Business Development, Strategic Planning
Education
Ball State University 1993 — 1995
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Beacon Health Options November 2013 - Present
SONAVI HCM Consulting July 2008 - November 2013
Kuehne + Nagel November 2007 - November 2013
Kuehne + Nagel June 2006 - November 2007
Swarovski February 2005 - April 2006
North American Industries July 2004 - January 2005
John Hancock Life Insurance Company (U.S.A.) 2002 - 2003
Skills
Pricing, Forecasting, Customer Relations, Problem Solving, Sales Management, Business Analysis, Data Analysis, Dashboards, QlikView, Excel, Business Objects, Budgeting, Budget Analysis, Insurance, International Logistics, Trade Shows, Business Intelligence, New Business Development, Project Management, PowerPoint, Visio, Operations Management, Supply Chain, 3PL, Process Improvement, Customer Service, Budgets, Analysis, Business Process, SAP, Program Management, Supply Chain Management, Purchasing, Project Planning, Logistics, Sales, Logistics Management, Marketing, Customer Satisfaction, Transportation, Demand Planning, Warehouse Management, Key Performance..., Supply Chain..., Microsoft Excel
Education
Northeastern University 2000 — 2004
Bachelor of Science in Business Administration, Supply Chain Management, Management Information Systems, International Business
Hofstra University 1999 — 2000
Gustav-von-Schmoller-Schule Heilbronn 1996 — 1998
Abitur, BWL, VWL, Englisch
Prince Institute-A Stenograph School October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2009 - July 2014
John Hancock October 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) August 2005 - October 2006
Skills
Insurance, Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Compliance, Outlook, Data Analysis, Research, Non-profits
Education
Prince Institute of Professional Studies Inc 2013 — 2016
Realtime Reporting, Court Reporting/Court Reporter
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Communication, Film Studies
University of Melbourne 2004 — 2004
John Hancock May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2013
Emmanuel College August 2009 - August 2010
Sun Life Financial March 2006 - January 2009
Sun Life Financial October 2004 - March 2006
Skills
Customer Service, Insurance, Life Insurance, Mutual Funds, Sales, Series 6, Series 63
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), English with Concentration in Mass Communications and Writing
John Hancock Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
TGI Fridays July 2006 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - September 2009
John Hancock Life Insurance Company (U.S.A.) October 2004 - July 2005
Fidelity Investments June 2000 - October 2004
Skills
Social Media, Microsoft Excel, PowerPoint, Access, Marketing, Outlook, Insurance, Customer Service, Life Insurance, Management, Team Building, Microsoft Office
Education
Bay State College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay State College 2012 — 2015
Associate's degree, Business Administration
Bay State College 1993 — 1995
Associate's degree, Business Administration
John Hancock Financial Services May 2015 - Present
John Hancock Financial Services November 2014 - May 2015
John Hancock Life Insurance Company (U.S.A.) May 2013 - November 2014
John Hancock Financial Services April 2012 - May 2013
U.S. Army 2011 - 2012
University of New Hampshire September 2008 - December 2011
University of New Hampshire April 2011 - August 2011
University of New Hampshire January 2011 - May 2011
Omnicare May 2005 - August 2008
Skills
Research, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Data Analysis, Pharmacy, Writing, Microsoft Publisher, Applied Research, Public Speaking, Presentations, Jewelry Design, Cosmetology, Travel & Tourism, Teaching English as a..., Criminal Justice, Social Justice, Legal Research
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (M.B.A.), International Business
University of New Hampshire 2005 — 2011
Master of Arts (M.A.), Justice Studies
Continental Academie of Hair Design-Manchester 2003 — 2004
NH Cosmetology License, Cosmetology/Cosmetologist, General
Newton Media Solutions January 2012 - Present
IBM Global Process Services July 2003 - February 2014
John Hancock Life Insurance Company (U.S.A.) May 1981 - July 2003
Skills
Microsoft SQL Server, IMS DB/DC, Progress 4GL, WebSphere MQ, HTML, COBOL, Java, Dreamweaver, YouTube, Web Video, Digital Media, DVD Duplication
Education
New Hampshire Community college 1998 — 2001
Computer Programming, Specific Applications
Assabet Valley Regional Technical School 1976 — 1980
Computer Programming
SolarCity February 2011 - Present
SolarCity 2010 - February 2011
SolarCity December 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) December 2006 - March 2009
Skills
Account Management, Salesforce.com, Sales, New Business Development, Business Development, Lead Generation, Direct Sales, Sales Management, Marketing, Cold Calling, Sales Process, Marketing Strategy, B2B, Contract Negotiation, Start-ups, Customer Service, Strategic Planning, Business Strategy, Management, Selling, Negotiation, Team Building, Social Media, Leadership
Education
University of California, Santa Barbara 2002 — 2006
B.S., Business Economics with an Accounting Emphasis
Joensuun yliopisto
St. Bartholomew Parish April 2015 - Present
St. Bartholomew Parish May 2013 - April 2015
John Hancock Life Insurance Company (U.S.A.) May 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) December 2004 - May 2007
John Hancock Life Insurance Company (U.S.A.) May 1997 - December 2004
Skills
Sarbanes-Oxley..., Model Audit Rule..., Financial Reporting, Financial Analysis, Internal Audit, Project Management
Education
Theological Institute, Saint John's Seminary 2012 — 2016
Master’s Degree, Lay Ministry
Babson College
MBA, Accounting
Simmons College
BA, Management and Early Childhood Education
Johnson & Johnson March 2008 - Present
Johnson & Johnson June 2006 - March 2008
W.W. Grainger 2005 - 2006
State of New Mexico 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
MCI 1991 - 1999
Skills
Customer Service, Start-ups, Call Center, Operations Management, Customer Relations, Coaching, Distribution, Kronos, Logistics, Team Leadership, Sales Management, Sales, Customer Satisfaction, Budgets, Sales Operations, Employee Relations, Recruiting, Telecommunications, Supervisory Skills, Supply Chain Management, Call Centers, Vendor Management, Leadership, Process Improvement, Cross-functional Team..., Strategic Planning, Management, Negotiation, Continuous Improvement, Training, Team Building, Six Sigma, Inventory Management, Forecasting, Performance Management, Business Process..., Supply Chain, Contract Negotiation, Change Management, Program Management
Education
University of Phoenix 2004 — 2006
Master's, Business Administration
Ball State University - College of Business 1986 — 1990
BS, Accounting
Kershner Trading Group September 2013 - Present
Arrowstreet Capital July 2012 - March 2013
John Hancock Life Insurance Company (U.S.A.) January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Pershing June 2008 - August 2008
Skills
Leadership, Strategy, Competitive Analysis, Mutual Funds, Training, Access, Business Strategy, Accounting, Social Media, Portfolio Management, Customer Service, Project Planning
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance & Accounting
American College of Thessaloniki
Northeastern University Freshman Study Abroad Program
Northern Burlington
Northern Burlington
Northern Burlington
William Raveis Real Estate February 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2007 - May 2013
JPMorgan Chase December 1993 - September 2007
Ernst & Young August 1988 - December 1993
Skills
Mutual Funds, Financial Services, Securities, Investments, Fund Accounting, Asset Management, Accounting, Fund Administration, Risk Management, Auditing, Financial Reporting, Equities, Fixed Income, Series 63, Bloomberg, Hedge Funds, Derivatives, Treasury Management, Insurance, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, FINRA, Investment Management, Valuation, Real Estate, Real Estate Transactions, Real Estate License, Real Estate Development, Real Estate Marketing
Education
Boston University Questrom School of Business 1994 — 1999
MBA, General Management, 3.93
Babson College 1984 — 1988
BS, Accounting, 3.3
BAE Systems May 2015 - Present
BAE Systems May 2014 - May 2015
BAE Systems June 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Nestle April 2011 - April 2011
Skills
Leadership, Financial Analysis, Market Research, Microsoft Excel, Competitive Analysis, Marketing, Business Strategy, Accounting, Customer Service, Teamwork, Project Planning, PowerPoint, Microsoft Office, Coaching, Microsoft Word, Entrepreneurship, Public Speaking, Data Analysis, Finance, Research, Management
Education
Babson College 2009 — 2013
BS, Business Administration, Finance
Sharon High School 2005 — 2009
John Hancock Life Insurance Company (U.S.A.) November 2011 - Present
John Hancock Financial Services September 2009 - October 2011
John Hancock Financial Services February 2007 - September 2009
Skills
People Skills, Communication Skills, Relationship Management, Customer Service, Cross-functional Team..., Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Disability Insurance, Life Insurance, Management, Testing, Business Analysis, Project Management, Financial Analysis, Strategic Planning, Business Strategy, Finance, Marketing, New Business Development, Insurance, Customer Satisfaction, Mergers & Acquisitions, Service Management, Customer Insight, Process Improvement
Education
NECB 2011 — 2013
Master of Business Administration (M.B.A.),, Business Administration and Management, General
Université Cadi Ayyad Marrakech 2001 — 2006
Bachelor's degree, Geology/Earth Science, General
Manulife April 2015 - Present
Manulife Financial November 2013 - March 2015
Manulife Financial April 2012 - November 2013
Manulife Financial November 2009 - April 2012
John Hancock Financial Services January 2009 - October 2009
John Hancock Life Insurance Company (U.S.A.) April 2006 - December 2008
John Hancock Financial Services April 2004 - March 2006
John Hancock Financial Services March 2003 - March 2004
John Hancock Financial Services January 2001 - February 2003
Skills
Program Management, Microsoft Azure, Analysis, Financial Reporting, GGY Axis, HDInsight, SQL DW, SAS Architecture, QlikView, Informatica Cloud, Solution Architecture, Actuarial Systems, Insurance, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Risk, Valuation, Internal Controls, Access, Finance, Management, Enterprise Risk..., Risk Assessment, Actuarial Modeling, Emerging Risk, Information Security, CALM, Financial Modeling, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities
Education
The University of Akron 1999 — 2000
MS, Infromation Systems Management
Volgograd State University 1992 — 1997
Diploma, Economics, International Management
Babson College September 2014 - Present
BEWI Productions 2008 - Present
Babson College September 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - September 2011
Skills
Event Planning, Management, Accounting, PowerPoint, Leadership, Data Analysis, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Office, Public Relations, Entrepreneurship, Policy, Microsoft Word, Access, Social Media, Student Financial Aid, Financial Aid..., Personal Budgeting, Personal Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Babson College 2007 — 2010
Bachelor's degree, Business Administration/ Leadership
Fairleigh Dickinson University June 2012 - Present
Monroe College 2006 - June 2012
Monroe College 2004 - 2006
Monroe College 2002 - 2004
Monroe College 2001 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
Skills
Higher Education, Public Speaking, Student Affairs, Data Analysis, Datatel, Enrollment Management, Educational Leadership, Educational Technology, Student Development, Staff Development, Program Development, Academic Advising
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MSEd, Higher Education Administration
Ohio University 1993 — 1998
BSEd, Education
VizQuest Ventures January 2009 - November 2013
Credit Card Processing & Merchant Solutions January 2006 - November 2008
My Mortgage Broker Screwed Me January 2006 - October 2008
John Hancock Life Insurance Company (U.S.A.) June 2005 - June 2006
Skills
Investments, Real Estate Investment, Real Estate, Investors, Investment Properties, Business Development, Social Media Marketing, Market Research, Notary Public, Public Speaking, Series 6, Series 63, Series 65, Social Media, Entrepreneurship, Sales, Marketing, Real Estate Financing, Brokerage, Marketing Strategy, Sellers, First Time Home Buyers, REO, Real Estate Economics, Strategic Planning, Negotiation, Property Management, Small Business, Foreclosures, Social Networking, Asset Managment, Real Estate Transactions, Referrals, Property, Single Family Homes, Mortgage Lending, Rentals, Commercial Real Estate, Real Estate Development, Short Sales, Residential Homes, Selling, Condos, Valuation, Relocation, Buyer Representation, Loans, Leases, Luxury, Refinance
Education
Nichols College 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Becker College 2001 — 2005
Bachelors, Business Management
Rocket Software 2003 - Present
John Hancock Life Insurance Company (U.S.A.) 1981 - 2003
Skills
z/OS, z/VM, MVS, TSO, IBM Mainframe, Mainframe, zSeries, ISPF, JCL, OS/390, SMP/E, Data Center, SDSF, BAL, Enterprise Architecture, Disaster Recovery, Enterprise Software, Software Development, Unix, DB2, Databases, Cloud Computing, SQL, Operating Systems
Education
Moscow Institute of Foreign Languages
MA, English, Italian
Boston Mutual Life Insurance January 2013 - Present
John Hancock Life Insurance August 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) June 2009 - November 2011
John Hancock Life Insurance Company (U.S.A.) September 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) August 2006 - September 2008
Manulife Financial October 2000 - November 2002
Stop & Shop April 1995 - January 2001
Abington Savings Bank 1999 - 2001
Skills
Microsoft Suite, Lotus Notes, Outlook, Microsoft Office, Process Improvement, Customer Service, Management, Microsoft Excel, Software Documentation, Access, Time Management, Visio, PowerPoint, Microsoft Word, Analysis, Accounts Payable, Insurance, Leadership, Finance
Education
Becker College 1997 — 1998
DeWitt Stern Group. a Risk Strategies Company July 2013 - Present
Bollinger, Inc./ now Gallagher Benefits July 2011 - December 2012
USI Insurance Services October 2000 - May 2011
First Health June 1996 - October 2000
John Hancock Life Insurance Company (U.S.A.) 1989 - 1996
Blue Cross and Blue Shield of NJ July 1983 - September 1989
Skills
Employee Benefits, Benefits, New Business Development, Marketing Strategy, Business Planning, Motivational Speaking, Strategic Planning, Sales, Insurance, Sales Operations, Disability Insurance, Small Business, Management, Managed Care, Customer Retention, Marketing, Coaching, Strategy, Start-ups, Leadership, Healthcare, Property & Casualty..., Health Insurance, Health Savings Accounts, Risk Management, Life Insurance, Workers Compensation, Brokers, Health Care Reform, Underwriting, Account Management, Benefits Administration, Commercial Insurance, Claim, Medicare, Claims Management, Long-term Care, Legal Liability, Reinsurance, Professional Liability, 401k, General Insurance
Education
Assumption College
Bachelors, Psychology & Education
Worcester State College
Graduate Studies - Education Administration
Kean University
Graduate Studies - Education Administration
Worcester Academy
State Farm June 2013 - Present
State Farm Insurance April 2012 - June 2013
State Farm Insurance 2007 - December 2012
State Farm Insurance April 2001 - October 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
Skills
Insurance, Property & Casualty..., Market Analysis, Strategic Planning, Change Management, Human Resources, Project Management, Team Leadership, Claim, Leadership, General Insurance, Analysis, Process Improvement, Liability, Disability Insurance
Education
Adelphi University 1986 — 1990
BA, Political Studies
TIAA-CREF July 2011 - Present
Great-West October 2007 - July 2011
John Hancock Life Insurance Company (U.S.A.) May 2006 - October 2007
JP Morgan Chase August 2005 - May 2006
State Street October 2001 - August 2005
Skills
Accounting, Financial Analysis, Mutual Funds, Financial Reporting, GIPS Compliance, Performance Reporting, Asset Management, Financial Modeling, Fund Administration, Investments, Strategic Planning, Corporate Finance, Due Diligence, Portfolio Management, Management
Education
University of Phoenix 2009 — 2013
University of Maine 1998 — 1999
MBA
American University in Bulgaria 1994 — 1998
BA
Yahoo February 2014 - Present
DataXu May 2011 - December 2013
Time Inc. January 2009 - December 2010
Moroney Media, Inc. (Gourmet, InStyle and Real Simple) August 1999 - January 2009
Time Inc. November 1994 - August 1999
John Hancock Life Insurance Company (U.S.A.) June 1990 - November 1994
Skills
Digital Media, Mobile Marketing, Digital Marketing, Digital Strategy, Online Advertising, Strategic Partnerships, Online Marketing, Mobile Advertising, Sales, Integrated Marketing, Business Development, Marketing Strategy, Data-driven Marketing, Entrepreneurship, CRM, Marketing, Social Media Marketing, Advertising
Education
Harvard University 1997 — 1999
Business Administration and Management
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
State University of New York College at Geneseo
B.S., Business Degree in Marketing; Minor in French
Health and Restoration Centers of NC July 2010 - Present
North Carolina General Assembly January 2013 - January 2015
Chad Barefoot for NC Senate June 2012 - November 2012
Paul Coble for Congress September 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) 2007 - August 2011
Skills
Public Budgeting, Public Relations, Public Policy, Fundraising
Education
Appalachian State University 2002 — 2007
B.S., Public Relations, Business Administration Minor
UBS Investment Bank June 2012 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - January 2012
UBS June 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Skills
Equities, Bloomberg, Financial Analysis, Corporate Finance, Economics, Investments, Microsoft Excel, Market Research, Finance, PowerPoint
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Boston Breakers May 2008 - August 2009
Skills
Financial Analysis, Vendor Management, Microsoft Excel, Microsoft Office, Process Improvement, Risk Management, PowerPoint, Analysis, Project Management, Customer Service, Microsoft Word, Marketing, Social Media Marketing, Event Management, Risk Assessment, Event Planning
Education
Babson College 2006 — 2010
Bachelor of Business Administration (BBA)
AcademicMerit 2013 - Present
Oxzigen 2010 - Present
Sun Life Financial 2004 - 2009
Sun Life Financial 2001 - 2004
Sun Life Financial 1999 - 2001
Sun Life Financial 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Agile, Project Portfolio..., Scrum, Coaching, PDCA, Kanban, Kaizen, Software Development, IT Management, Program Management, Change Management, Business Analysis, Process Improvement, Strategic Planning, Team Building, Process Engineering, E-commerce, Problem Solving, Business Strategy, Continuous Improvement, Team Leadership, Application Development, Agile Methodologies, Management, SDLC, Strategy, Leadership, Project Management, Consulting
Education
Harvard Business School
Executive Leadership Program
Boston University - School of Management
Master of Business Administration (MBA)
Radcliffe Publishing Course
Certificate
Amherst College
Bachelor's degree
Citizens Bank July 2013 - Present
Suffolk University August 2012 - Present
Northeastern University June 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - June 2013
John Hancock Financial Services June 2006 - April 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 2000 - December 2003
John Hancock January 1998 - August 2000
New England Financial, A MetLife Company January 1994 - January 1998
Skills
Strategic Planning, Agile Methodologies, SDLC, Information Technology, Information Architecture, Application Lifecycle..., Website Development, Web Project Management, Technical Staff..., Requirements Analysis, Functional..., Functional Design, Usability, Mentoring Of Staff, Tactical Planning, Microsoft Office, Global Application..., Offshore Resource..., Onsite-Offshore model, Testing, Systems Analysis, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, Business Admin
Boston University 1997 — 2002
Masters, Computer Science
University of Massachusetts, Amherst 1988 — 1991
BS, Economics
Oakland University August 2015 - Present
Oakland University September 2013 - August 2015
UMass Lowell January 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
City of Boston May 2005 - January 2011
East Boston Neighborhood Health Center March 2007 - February 2010
Massachusetts General Hospital June 2002 - October 2003
Winstar Communications September 1998 - November 2001
UCSF June 1997 - August 1997
Arizona State University January 1997 - May 1997
Skills
Project Management, Research, Business Analysis, Data Analysis, Teaching, Teamwork, Microsoft Office, Program Management, PowerPoint, Project Planning, Windows, Microsoft Excel, Access, Microsoft Word, Process Improvement, Matlab, Analysis, Technical Writing, Testing, Programming, Financial Analysis, Visio, Statistics, Aquatics, Information Technology, SQL, Python
Education
Oakland University 2015 — 2018
Doctor of Philosophy (Ph.D.), Electrical and Electronics Engineering
Oakland University 2013 — 2015
Master’s Degree, Physics
University of Massachusetts at Lowell 2011 — 2012
Master’s Degree, Physics
Arizona State University 1993 — 1998
BSE, Electrical Engineering
Brookfield Central High School 1989 — 1993
High School, A
Cengage Learning June 2014 - Present
Euro-Pro June 2013 - June 2014
Euro-Pro June 2012 - June 2013
Eurpo-Pro June 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock Life Insurance Company (U.S.A.) 2007 - 2009
FMER 2005 - 2007
IBT 2003 - 2004
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
Skills
Project Plans, Presentations, Business Analysis, Change Management, Process Improvement, Project Management, Program Management, Project Coordination, SDLC, Information Technology, IT Leadership, Scope, Project Planning, Legal Compliance, Temporary Placement, Vendor Management, Cross-functional Team..., Software Project..., Business Process..., MS Project, Management, PMP, Quality Assurance, Strategy, Leadership, ERP, Resource Management, Governance, Software Development, Product Development, Enterprise Software, Project Portfolio..., Business Process, PMO, Process Engineering, E-commerce, Integration, Requirements Analysis, Team Leadership, Testing, Agile Methodologies, Product Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2015
MBA, Management
Northeastern University 1995 — 1999
Bachelor of Business Administration (B.B.A.), MIS and Marketing
Marc Kuta, CPA March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Titus 2007 - 2008
Altran Control Solutions 2004 - 2007
BOC Edwards 2001 - 2003
Fujitsu Network Communications 1997 - 2000
Skills
Internal Audit, SOX, Risk Assessment, Business Process, Solution Design, Cost Reduction, Disaster Recovery, Internal Controls, Audit, Auditing, Compliance, Risk Management, Process Improvement, Accounting, Financial Analysis, Financial Reporting, IT Audit, Process Engineering, Business Process..., Due Diligence, Budgeting, Risk, Business Analysis, External Audit, Analysis, Security, Access, Corporate Governance, Compliance Audits, ERP, Documentation, Excel, CISA, IFRS, Manufacturing, Governance, Planning, Problem Solving, Business Planning, Financial Planning, Sarbanes-Oxley Act, Sarbanes-Oxley, Enterprise Risk..., Budgets, Account Reconciliation, Financial Risk, COSO, Software Documentation, SOX 404
Education
Babson College
Certification in Control Self-Assessment
Certified Internal Auditor
Certified Public Accountant
BGA Insurance March 2008 - Present
Advanced Benefit Systems 2001 - 2003
Brian Galey & Associates August 2000 - March 2002
John Hancock Life Insurance Company (U.S.A.) September 1999 - August 2000
John Hancock 1998 - 2000
Skills
Insurance, Underwriting, Retirement Planning, Estate Planning, Financial Planning, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Brokers, Life Insurance, Disability Insurance, Financial Advisory, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Universal Life
Education
Arizona State University 1990 — 1995
BACHELOR, BUSINESS
Fairview Fund Administration LLC August 2004 - Present
VALUATION FORENSICS, LLC October 2013 - Present
Bentley College May 2007 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
Cohen & Company September 2009 - June 2010
Deloitte August 2005 - May 2009
Control Solutions International November 2004 - August 2005
Investors Bank & Trust Company January 1996 - August 2004
Price Waterhouse LLP February 1995 - November 1995
Deloitte & Touche LLP November 1991 - February 1995
Skills
Options, Private Equity, Forwards, Hedge Funds, Securities, Tax, Derivatives, Risk, Mutual Funds, Investment Companies, Asset Management, Investments, Financial Reporting, Compliance, Accounting, Alternative Investments, Audit, SOX, Equities, Portfolio Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Corporate Governance, Internal Audit, Financial Risk, Fixed Income, Asset Managment, Strategic Financial..., Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
University of Michigan 1986 — 1990
BGS
Watts Water Technologies February 2014 - Present
John Hancock January 2008 - May 2013
Citizens Advisers, Inc Socially Responsible Mutual Funds June 2005 - December 2007
ML Hannay Associates 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
John Hancock Financial Services 1997 - 2000
John Hancock Financial Services 1996 - 1997
Skills
Leadership Development, Talent Management, Coaching, Instructional Design, Organizational..., Change Management, Performance Management, Team Building, Executive Coaching, Public Speaking, Training, Career Counseling, Emotional Intelligence, Diversity & Inclusion, Team Building..., Strategic Planning, Curriculum Design, Workshop Facilitation, Training Facilitation, Collaboration, Project Management, Recruiting, Employee Relations, Program Management, Staff Development, Interviews, Human Resources, Onboarding, Management, Personnel Management, Team Leadership, Resume Writing, E-Learning
Education
Antioch New England Graduate School, Antioch University 1999 — 2001
MEd, Organization and Management
University of New Hampshire 1985 — 1989
BA, Communication, Psychology
HedgeServ June 2014 - Present
TAG Associates January 2011 - May 2014
Merrill Lynch June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Skills
Financial Reporting, Microsoft Office, Portfolio Management, HTML, Microsoft Excel, Investments, Reconciliation, Excel, Adobe Acrobat, Vlookup, Portfolio Performance..., Client Relations Skills, Analysis, Account Reconciliation, SQL, Performance Reporting, performance reporting..., Hedge Funds, AML, KYC, Investor Relations, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor Degree, Finance and Investments
MassMutual Financial Group July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - June 2012
FSC Securities January 2005 - April 2006
AXA US January 2003 - December 2004
Skills
Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Series 63, Strategic Planning, Leadership, Series 6
Education
Baruch College, City University of New York (CUNY)
Finance and Financial Management Services
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Towers Watson February 2012 - May 2012
Sibson Consulting April 2011 - November 2011
Sibson Consulting January 2008 - March 2011
Sylvan Learning Center 2005 - 2007
Skills
Pensions, Valuation, Analysis, Actuarial Science, Defined Benefit, Retirement, Microsoft Excel, Data Analysis, Employee Benefits, Statistics, Risk Management, Analytics, Microsoft Word, Actuarial Consulting
Education
Adelphi University 2004 — 2007
B.S., Mathematics
Boston Tea Party Ships and Museum April 2012 - Present
Cengage Learning June 2008 - September 2011
Houghton Mifflin February 2006 - May 2008
John Hancock Life Insurance Company (U.S.A.) July 2005 - February 2006
Dover Rug Company January 2005 - June 2005
Self Employed November 2000 - December 2004
Spring Mill Bread Company November 2000 - December 2004
Skills
Public Speaking, Writing, People Skills, Comedy, Improv Comedy, Acting, Music, Books, Improvisation, Singing, Theatre, Entertainment, Voice Over, Creative Writing, Television, Editorial, Editing
Education
Royal Northern College of Music 1997 — 1998
Postgraduate Diploma, Music Performance
Peabody Conservatory 1993 — 1997
Bachelor of Music, Trombone Performance
XL Group plc July 2012 - Present
Virtusa February 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) February 2012 - July 2012
Infosys 2011 - February 2012
Infosys June 2008 - March 2011
Infosys March 2008 - May 2008
Infosys May 2006 - February 2008
Infosys March 2006 - April 2006
Skills
SQL Server, oracle, Informatica, SSIS, DTS, Erwin, SSRS, SSAS, Business Objects, Crystal Reports, Cognos ReportNet, Dimensional Modeling, Oracle, Microsoft SQL Server, Analysis Services, Business Intelligence, Business Analysis, Data Warehousing, ETL, IT Service Management, Requirements Gathering, PL/SQL, Architectures, Data Marts, XML, SDLC, Data Warehouse..., Software Documentation, Data Migration, Business Intelligence..., Data Modeling, VBScript
Education
The University of Connecticut 2013 — 2016
Master of Science (MS), Business Analytics and Project Management
Anna University 2001 — 2005
B.E., E.E.E
Google June 2011 - Present
Harvard University Extension School September 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) February 1998 - April 2010
Virtual Fusion 1991 - 1992
Education
Harvard University Extension School 2007 — 2011
Master of Liberal Arts, Information Technology
Bates College 1974 — 1977
Bachelor of Arts, Mathematics
ADP May 2015 - Present
Aerotek August 2012 - April 2015
Aerotek October 2011 - July 2012
Sky Club Fitness April 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) April 2011 - September 2011
MetLife April 2009 - April 2011
Aerotek September 2008 - February 2009
Velocity Sports Performance May 2007 - September 2008
Velocity Sports Performance December 2006 - May 2007
Velocity Sports Performance September 2005 - December 2006
Skills
Coaching, Customer Service, Recruiting, Sales, Public Speaking, Cold Calling, Microsoft Office, Training, Account Management, Microsoft Excel, Team Building, Temporary Placement, Microsoft Word, Fitness, Employee Benefits, Insurance, Applicant Tracking..., College Recruiting, Employee Relations, Event Management, Human Resources, Interviews, Leadership, Management, Marketing, Networking, Personal Training, Screening, Small Business, Sourcing, Software Documentation, Social Networking, Sports, Staffing Services, Strategy, Talent Management, Technical Recruiting, Time Management, Temporary Staffing
Education
Adelphi University 2001 — 2002
MS, Exercise Physiology
Towson University 1996 — 2000
BA, Sports Management
Locust Valley High School 1992 — 1996
Regents Diploma
Santander Bank, N.A. June 2012 - Present
Harvard Graduate School of Education 2012 - 2012
John Hancock Life Insurance Company (U.S.A.) October 2004 - May 2011
Lacrinia Joy Swain Educational Program 2000 - 2003
Skills
Administrative..., Outlook, Event Planning, PowerPoint, Lotus Notes, Management, Microsoft Excel, Customer Service, Microsoft Office, Access, Administrative..., Microsoft Word, Budgets, Marketing, Travel Arrangements, Dreamweaver, Administration, Administrative Support, QuickBooks, System Administration, Excel, Flash, InDesign, Word, Calendars, Spreadsheets, Adobe Acrobat, Telephone Skills, Visio, Illustrator
Education
Art Institute of Pittsburgh
Web Design & Interactive Media, Web Page, Digital/Multimedia and Information Resources Design
City Year August 2015 - Present
Youth Shelter of Westchester August 2015 - Present
National Urban League April 2015 - July 2015
Auerbach Grayson November 2013 - October 2014
CL King & Associates Inc. Fixed Income Group September 2012 - May 2013
Paxton Financial Services June 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) March 2012 - May 2012
Waddell & Reed February 2012 - May 2012
Merrill Lynch September 2011 - December 2011
Skills
Social Media
Education
State University of New York at Albany 2010 — 2013
Bachelor's Degree, Economics
Fukushima University 2013 — 2013
Fukuhima Ambassador Program
University of Rochester 2009 — 2010
Psychology, Brain and Cognitive Science
Brunswick School 2005 — 2009
Zipongo - Eating Well Made Simple July 2015 - Present
Quantcast February 2015 - July 2015
Quantcast June 2013 - February 2015
Marketwire January 2012 - May 2013
Marketwire July 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2009 - June 2010
Pepperdine University October 2008 - October 2009
Skills
Social Media, SEO, Social Media Measurement, Social Media Marketing, Entrepreneurship, Sales, Public Relations, Management, Social Networking, Salesforce.com, Account Management, Online Advertising, Marketing, Digital Marketing, Advertising, Start-ups, Content Strategy, SaaS, Lead Generation, Sales Operations, SEM, Email Marketing, Digital Strategy, Strategic Partnerships, Web Analytics, Integrated Marketing, Digital Media, Mobile Marketing, B2B, Marketing Strategy, Corporate Communications, E-commerce, Facebook, Analytics, Direct Marketing, Online Marketing, Marketing Communications, PPC, Press Releases
Education
Bauman College: Holistic Nutrition and Culinary Arts 2015 — 2016
Holistic Nutrition Consultant, Holistic Health
Loyola Marymount University 2004 — 2008
B.B.A., International Business and Management
Akademie fur Internationale Bildung 2006 — 2006
Business
Extreme Reach May 2014 - Present
BrandAds January 2014 - May 2014
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2013
Skills
Investments, Sales, Entrepreneurship, Mutual Funds, Series 7, Online Advertising, Business Development, New Business Development, Wealth Management, Series 63, Music, Digital Media, Social Media, Advertising, Marketing, Business Strategy, Analytics, Venture Capital, Lead Generation, Self-esteem, Digital Marketing, Startup Development, Sales Presentations, Friendraising, Social Media Marketing, Writing, Digital Advertising, Ad Technology, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2016
Master of Business Administration (MBA), Focus on Entrepreneurship
Providence College
Bachelors of Science, Finance
Charlotte Country Day
Woodberry Forest
Eagle Rock Management August 2013 - September 2015
Rainbow Apparel Co. - Corporate Office November 2010 - August 2013
AMERICAN CULTURAL ASSOCIATION LANGUAGE SCHOOLS (Turkey) May 2009 - July 2009
John Hancock Life Insurance Company (U.S.A.) November 2008 - May 2009
Ellison Associates Inc. August 2006 - August 2008
Skills
Inventory Management, Marketing Materials, Management, Trend Analysis, Market Research, Social Skills, Communication, Microsoft Excel, PowerPoint, Merchandising, Customer Service, Teamwork, Microsoft Office, Fashion, Training, Time Management, Access, Leadership, Sales, Retail, Microsoft Word, Public Speaking, Data Analysis, Customer Satisfaction, Project Management, Negotiation, Coordinating Events, Marketing Research, Marketing, Building Relationships, Data Entry, Online Research, Logo Design, Trade Shows, Media Planning, Integrated Marketing, Sports, Email Marketing, Lotus Notes, B2B, Analytics, Teaching, Social Media, Advertising, Marketing Strategy, Budgets
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, International Marketing
Hunter College 2005 — 2008
Psychology
EY September 2014 - Present
EY June 2014 - August 2014
UMass Lowell July 2011 - June 2014
Welch Welding & Truck Equipment, Inc. July 2013 - April 2014
Volunteer Income Tax Association January 2013 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Skills
QuickBooks, Outlook, Microsoft Excel, Budgets, Bookkeeping, Financial Statements, Tax, Public Speaking
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Hancock Capital Management May 2015 - Present
Hancock Capital Management April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - November 2007
Skills
Series 7, CFA, Investments, Valuation, Financial Modeling, Asset Allocation, Equity Research, Chartered Financial..., Corporate Finance, Equities, Asset Management, Portfolio Management, Bonds, Private Equity, Due Diligence, Funding
Education
Babson College 2000 — 2004
Bachelor of Science (BS), Finance, Cum Laude
John Hancock Life Insurance Company (U.S.A.) June 2010 - Present
John Hancock Life Insurance Company (U.S.A.) March 2008 - June 2010
Accenture October 2005 - March 2008
Education
Auburn University 2001 — 2005
Bachelor of Arts in Communication, Business Communication - Organizations
UMS-Wright Preparatory School 1988 — 2001
George Washington University June 2012 - Present
WomenHeart: the National Coalition for Women with Heart Disease July 2011 - June 2012
National Urban Fellows May 2010 - July 2011
Town & Country Nanny Agency 2008 - 2011
Georgetown University February 2007 - May 2010
Russell Reynolds Associates March 2005 - September 2006
Matthews Automotive Group April 2004 - March 2005
John Hancock Life Insurance Company (U.S.A.) November 1998 - January 2004
Skills
Budgeting, Fundraising, Strategic Planning, Event Management, Public Relations, Grant Writing, Foundation Relations, Board Development, Board Relations, Corporate Development, Non-profits, Private Foundations, Community Outreach, Community Development, Budgets, Volunteer Management, Event Planning, Public Speaking, Philanthropy, Program Development, Media Relations, Strategic Communications, Nonprofits, Program Evaluation, Grants, Public Policy, Policy Analysis, Program Management, Leadership, Leadership Development, Qualitative Research, Policy, Press Releases, International..., Non-profit..., Social Media, Spanish, Workshop Facilitation, Research, International Relations, Higher Education, Corporate Social..., Politics, Annual Giving, Editing, Stewardship, Organizational..., Government, Proposal Writing, Staff Development
Education
City University of New York-Baruch College 2010 — 2011
Masters in Public Administration, Public Policy, Budgeting and Analysis, Policy Analysis, Communications in Public Settings
Georgetown University 2008 — 2008
Nonprofit Executive Management Certificate Program
Harvard University 1999 — 2004
Law and History
The George Washington University - Graduate School of Education and Human Development
Doctoral Student, Human and Organizational Learning
Federal Home Loan Bank of Boston May 2007 - Present
Liberty Mutual Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
The Hartford 1999 - 2003
Arthur Andersen 1994 - 1996
Skills
Forecasting, Financial Analysis, ALM, Strategy, Business Analysis, Mergers & Acquisitions, Valuation, Sarbanes-Oxley Act, Auditing, SEC filings, Capital Budgeting
Education
Yale University - Yale School of Management 1997 — 1999
MBA, MBA
University of Chicago - Committee on International Relations 1996 — 1997
MA, International Relations
Beijing Foreign Studies University 1990 — 1994
BA, English
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
U.S. PIRG July 2010 - May 2011
Minjiang University September 2009 - July 2010
Skills
Fundraising, Non-profits, Research, Event Planning, Public Speaking, Volunteer Management, Community Outreach, Nonprofits, Training
Education
Mount Holyoke College 2005 — 2009
Bachelors of Arts, Asian Studies, Sociology
Beijing Foreign Studies University 2008 — 2008
Chinese Language
The College of the Holy Cross 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2009 - June 2011
TechTarget December 2007 - December 2008
BT - British Telekom May 2007 - December 2008
Skills
Dreamweaver, Flash, User Interface Design, HTML, JavaScript, WordPress, MySQL, ActionScript, HTML5, jQuery
Education
Georg-Simon-Ohm-Fachhochschule Nürnberg 2001 — 2004
Master of Arts, Graphic Design & Typography & UI/Screendesign, A+
Weight Watchers March 2008 - Present
Coldwell Banker Real Estate June 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) September 1982 - April 1997
Skills
Wellness, Nutrition, Fitness, Wellness Coaching, Weight, Nutritional Counseling, Lifestyle, Personal Training, Nutrition Education, Public Speaking, Fitness Training, Wellbeing, Corporations
Education
Babson College 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
Worcester Polytechnic Institute 1976 — 1980
Bachelor of Science (B.S.), Chemistry
Massachusetts Bar Association 2014 - Present
Health Law Advocates, Inc. October 2006 - Present
Boston Bar Association’s Consumer Finance Committee 2010 - 2012
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Skills
Civil Litigation, Litigation, Legal Research, Trial Practice, Appeals, Courts, Alternative Dispute..., Legal Writing, Health Law, Class Actions, Insurance, Policy, Estate Administration, Insurance Law, Powers of Attorney, Wills, Administrative Law, Business Litigation, Hearings, Guardianship, Personal Injury, Trusts, Legal Assistance, Torts, Legal Issues, Mediation, Attorneys, Elder Law, Westlaw, Trials, Appellate Practice
Education
Bentley University 2015 — 2015
Women's Executive Leadership Program
New England Law Boston 1992 — 1996
JD, Law
Universität Salzburg 1995 — 1995
Cert., International Legal Studies
Assumption College
Bacchelor of Arts (English and Spanish)
Notre Dame Academy
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
USA Bluebook February 2011 - Present
Hess July 2007 - June 2009
Barrett Distribution Centers, Inc. July 2006 - July 2007
Netflix September 2005 - July 2006
TJX March 2004 - September 2005
John Hancock Life Insurance Company (U.S.A.) December 1997 - March 2004
Skills
Management, Customer Service, Operations Management, Inventory Management, Process Improvement, Team Building, Leadership, Strategic Planning, Microsoft Excel
Education
Becker College 2002 — 2005
BS, Business Management
Massasoit Community College 2000 — 2002
AA, Business Administration
Allscripts December 2008 - Present
Eclipsys Corporation June 2008 - October 2009
Eclipsys Corporation July 2007 - June 2008
John Hancock Life Insurance Company (U.S.A.) June 2006 - August 2006
Accenture May 2003 - September 2005
Brigham Young University August 1999 - May 2001
ODI Consulting March 1994 - August 1997
Uinta Business Systems (now Canon USA) January 1995 - December 1996
Skills
Program Management, Cross-functional Team..., Project Management, Healthcare Information..., Process Improvement, Healthcare, Business Intelligence, Visio, Software Documentation, Business Process, Management, Software Implementation, SQL, Strategic Planning, Microsoft Office, Learning Management..., SaaS, Integration, Training, Professional Services, Public Speaking, Business Planning, Microsoft Excel, Budgets, PMP, Strategy, Leadership, Product Management, Team Leadership, Data Analysis, Consulting, Business Development, Software Development, P&L Accountability, Statistical Data..., Microsoft Word, PowerPoint, Statistics, Forecasting, Business Intelligence..., CA Clarity, Technical Architecture, PMO, Healthcare IT, Business Analysis, Agile Methodologies, Product Development, Business Strategy, Analytics, e-commerce
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Corporate and International Strategy
University of Manchester - Manchester Business School 2006 — 2006
Kennesaw State University 2001 — 2003
BS, Information Systems, 4.0
Brigham Young University 1996 — 2001
Management Information Systems
John Hancock Life Insurance Company (U.S.A.) September 2011 - Present
Vitech Systems Group July 2008 - September 2011
PlanetSoft, Inc June 2007 - April 2008
CGI, Inc December 1997 - June 2007
Education
Bangalore University
Bachelor's degree, Electronics and Communications Engineering
BNY Mellon May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - May 2012
BNY Mellon July 2010 - July 2011
Misys Banking Systems December 2007 - July 2011
Federal Home Loan Bank of Chicago November 2008 - June 2010
Fannie Mae March 2008 - September 2008
Fannie Mae, Capital Markets 2007 - 2008
China Systems June 2000 - November 2007
Skills
C++, C, Java, Summit, Openlink, C#, Software Consulting, Fixed Income, Derivatives, FpML, SWIFT messaging, Linux, Unix, Sybase, SQL, Unix Shell Scripting, Perl, Subversion, CVS, ClearCase, Software Integration, Programming, Debugging, SQL Server, Orbix, Software Implementation, GNU C++, GNU C, Microsoft C, Boost C++, STL, C/C++ STL, Financial Software..., AVS Scripting, Upgrades, Software Design, Integration, Microsoft SQL Server, Market Risk
Education
Ternopil Academy of National Economy 1991 — 1995
BS, Internatioal Business
AMC Networks March 2015 - Present
YES Network April 2007 - Present
Sakonnet Technology 2007 - 2007
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Collegis 2004 - 2006
Sanpaolo IMI 1998 - 2003
Skills
VMware, Cisco Networking, Firewalls, CCNA, Cisco Certified, Microsoft Exchange, Blackberry Enterprise..., Network Security, Networking, SAN, Cisco Technologies, Citrix Metaframe, Disaster Recovery, Wireless Networking, Network Architecture, Windows Server, Virtualization, Network Design, Cisco Security, Data Center, Active Directory, vSphere, Cisco IP Telephony..., Cloud Security, Storage Area Networks, VPN, Citrix, Security, ITIL, CCNP, Network Administration
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelor's degree, Computer Science
John Hancock Life Insurance Company (U.S.A.) July 2006 - Present
UHY Advisors May 2005 - August 2005
Greater Boston Chamber of Commerce December 2004 - February 2005
Education
Babson College 2002 — 2006
Bachelor of Science, Finance and Applied Statistics
The Hartford September 2014 - Present
The Hartford December 2012 - September 2014
The Hartford June 2009 - December 2012
The Hartford May 2008 - June 2009
The Hartford May 2007 - May 2008
The Hartford December 2006 - May 2007
The Hartford August 2004 - December 2006
John Hancock Life Insurance Company (U.S.A.) July 2003 - July 2004
Birch Telecom 2001 - 2003
Skills
Insurance, Risk Management, Investments, Leadership, Financial Analysis, Fixed Annuities, Life Insurance, Finance, Claim, Series 63, Retirement Planning, Retirement, Project Management, Software Project...
Education
Baker University 2008 — 2009
Master's degree, Business Administration and Management, General
Emporia State University 1999 — 2003
Bachelors, Finance
Beltone 2005 - Present
Harris Nesbitt 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
Financial Modeling, Analysis, Investments, Financial Analysis, Valuation, Credit, Structured Finance, Strategic Planning, Corporate Finance, Cross-functional Team..., Private Equity, Management, Marketing Strategy, Portfolio Management, Return on Investment, Financial Statement..., Negotiation, Proposal Writing, Leadership, Lease Financing, Company Presentations, Debt Restructuring, Contract Negotiation, Contract Negotiations, Customer Negotiations, Proposal Drafting, Problem Solving, Sales Process, Dining Etiquette, Pricing Strategy
Education
Harvard Business School 2002 — 2003
Graduate Studies, Agricultural Economics
Babson College 1998 — 2001
MBA, Financial Management
University of New Hampshire 1994 — 1998
BS in Finance, BS in Spanish Studies
Janus Capital Group March 2009 - June 2009
Janus Capital Group January 2000 - February 2007
DMW Worldwide October 1998 - January 2000
KPMG Advisory May 1997 - September 1998
Portfolio Management Consultants March 1995 - May 1997
Standard & Poor's October 1994 - March 1995
Colonial Management Associates Inc. November 1993 - September 1994
John Hancock Life Insurance Company (U.S.A.) June 1993 - September 1993
Skills
Strategic Planning, Requirements Gathering, Vendor Management, Customer Relations, Process Improvement, Business Intelligence, SharePoint, Visio, Business Analysis, Requirements Analysis, Systems Analysis, Business Requirements, Functional..., Data Migration, MS Project, IT Management, Project Delivery, Process Engineering, Integration, Business Process, Asset Management, Documentation, IT Service Management, Fixed Income, Project Implementation
Education
University of Denver - Daniels College of Business 2000 — 2004
MBA, MBA
Babson College 1990 — 1994
BS, Finance & Investments
Melrose Boot Camp February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 1996 - Present
John Hancock Financial Services May 1996 - Present
Skills
Life Insurance, Marketing Communications, Financial Services, Management, Series 6, Insurance, Marketing Strategy, Fixed Annuities, Email Marketing, Marketing, Product Management, CRM, Business Development, Project Management, Integrated Marketing, Mutual Funds, Series 63
Education
Arizona State University 1991 — 1996
Bachelors of Science, Environmental Studies
Arizona State University 1991 — 1995
Bachelor of Science (B.S.), Environmental Studies
C Space May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - May 2013
The Bank of New York Mellon October 2009 - November 2010
Babson College September 2008 - May 2009
John Hancock June 2008 - August 2008
Sovereign Bank January 2008 - June 2008
John Hancock Financial Services June 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Market Research, PowerPoint, Analysis, Microsoft Office, Program Management, Leadership, Sales, Research, Financial Analysis, Strategy, Management, Financial Modeling
Education
Babson College 2005 — 2009
Bachelor of Science, Business Management
John Hancock Director, US Securities OperationsManulife Financial
John Hancock Life Insurance Company (U.S.A.) 2006 - Present
John Hancock Life Insurance Company 2006 - Present
John Hancock Financial Serivices 2006 - Present
John Hancock Financial Services 1981 - Present
Education
Babson College 1981 — 1981
MBA, Finance
Bentley University 1976 — 1980
BS, Finance & Accounting
PTC June 2015 - Present
PTC June 2011 - June 2015
PTC September 2004 - May 2011
OneBeacon Insurance 2003 - 2004
Parson Consulting 2000 - 2003
John Hancock Life Insurance Company (U.S.A.) 1987 - 2000
Education
Babson College 1991 — 1996
MBA
Bentley University 1983 — 1987
BS, Accounting
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
State Street Bank 2011 - 2011
Fidelity Investments 1995 - 2008
Fidelity 1995 - 2008
Skills
Requirements Analysis, Business Analysis, Testing, Business Requirements, Documentation, User Acceptance Testing, SDLC, Analysis, Requirements Gathering, Mutual Funds, Fund Accounting, Quality Assurance, Business Process, Process Improvement, Vendor Management, Alternative Investments, Software Documentation, Financial Services, SharePoint, Visio, Government Procurement, Risk Management
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Eaton Vance March 2010 - August 2012
Manulife Financial August 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
MFS Institutional Advisors 1998 - 2001
Skills
Portfolio Management, Business Analysis, Program Management, Marketing Strategy, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2007
Master of Business Administration (MBA), Economics
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Economics/Philosophy
Fallon Health June 2002 - Present
The Lancaster Times 1997 - 2002
John Hancock Life Insurance Company (U.S.A.) 1982 - 1997
Education
Becker College
Bachelor of Business Administration (BBA)
John Hancock Financial Services July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - July 2013
John Hancock 2006 - 2011
John Hancock May 2006 - November 2006
John Hancock Financial Services February 2005 - May 2006
The Hartford June 2003 - February 2005
AHL Worcester Ice Cats 2002 - 2003
Skills
Business Requirements, Requirements Gathering, User Acceptance Testing, Business Analysis, Insurance, Variable Annuities, Fixed Annuities, Project Management, Vantage-One, Series 63, Project Charter, Salesforce.com, Salesforce.com..., Salesforce Training
Education
Becker College 1999 — 2003
Bachelor of Science (B.S.), Business (Concentration in Sports Management)
Public Consulting Group September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - September 2012
Mueller Systems February 2010 - December 2011
Invacare Supply Group November 2009 - February 2010
The CCS Companies February 2009 - July 2009
MFS Investment Management September 2000 - January 2009
Merrimack Paper Company 1997 - 1999
Skills
ASP.NET, Microsoft SQL Server, .NET, VBScript, VSS, Visual Basic, Oracle, T-SQL, PL/SQL, Visual Studio, IIS, VB.NET, XML, Web Services, AJAX, C#
Education
Saint Petersburg University of Transport
MS, Electrical Engineering/Computer Science
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Guidant Financial Group June 2010 - August 2010
Symetra Financial 2007 - 2008
Symetra Financial 2004 - 2007
Skills
Coaching, Vendor Management, Workshop Facilitation, Team Building, Negotiation, Marketing, New Business Development, Management, Talent Management, Talent Acquisition, Employee Benefits, Process Improvement, Training, Customer Service, Executive Management, Account Management, Sales Process, Insurance, CRM, Leadership, Software Documentation, Cross-functional Team..., Financial Services, Business Analysis, Investments
Education
Bellevue College 2009 — 2009
Certification, Project Management
University of Washington, Michael G. Foster School of Business
Business, Finance & Marketing
MedImpact Healthcare Systems, Inc. July 2015 - Present
MedImpact March 2012 - Present
MedImpact November 2010 - March 2012
MedImpact May 2010 - November 2010
MedImpact March 2009 - May 2010
APC-MGE 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) July 2007 - December 2007
Skills
Pharmacy Benefit..., HIPAA, Managed Care, Data Analysis, Process Improvement, Business Analysis, Healthcare, SDLC, Analysis, Quality Assurance, Account Management, SQL, Unix, Requirements Gathering, Finance
Education
University of Rhode Island 2001 — 2007
Bachelor of Science (B.S.), International Business
西南学院大学 / Seinan Gakuin University 2006 — 2007
Exchange Program, International Business & Japanese
American Express March 2010 - April 2011
IBM Global Services November 2002 - February 2010
Indotronix International Corp January 2001 - February 2010
IBM January 2001 - October 2002
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2001
Education
Bangalore University 1993 — 1997
Bachelor of Engineering
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) August 2009 - October 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2006
Fidelity Investments 1999 - 2005
Fidelity Investments 1997 - 1999
Fidelity Investments 1991 - 1997
Shawmut Corporation 1981 - 1991
Skills
Advertising, Program Management, Marketing Communications, Marketing, Financial Services, Budgets, Leadership, Retirement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentration in Marketing
University of Rhode Island
BA, Double Major in Journalism and Political Science
Governo Law Firm LLC May 2001 - Present
John Hancock Life Insurance Company (U.S.A.) September 1998 - May 2001
Tucker & Goldstein September 1992 - December 1997
Skills
Toxic Tort, Litigation, Civil Litigation, Torts, Product Liability, Commercial Litigation, Personal Injury, Appeals, Legal Research, Arbitration, Mediation, Dispute Resolution, Courts, Legal Advice, Legal Writing
Education
University of Virginia School of Law 1989 — 1992
JD, Law
Allegheny College 1983 — 1987
B.A., Political Science with Writing Minor
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - March 2013
John Hancock Life Insurance Company (U.S.A.) May 2004 - December 2006
Manulife Financial October 2002 - April 2004
Manulife Financial May 2000 - October 2002
Manulife Financial April 1998 - April 2000
Manulife Financial September 1996 - March 1998
Manulife Financial May 1995 - August 1996
Education
Institute of Chartered Accountants of Nova Scotia 1983 — 1985
CA, Accounting
Acadia University 1979 — 1983
BBA, Accounting
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services May 2013 - March 2015
John Hancock Life Insurance Company (U.S.A.) October 2012 - December 2012
PwC September 2008 - August 2012
Babson Executive Education 2005 - 2008
PwC 2007 - 2007
PwC 2006 - 2006
Skills
Accounting, SEC filings, Audits of Employee..., Investments, Investment Advisory, Financial Statements, Sarbanes-Oxley, IFRS, Auditing, Defined Benefit, Defined Contribution, Due Diligence, Model Audit Rule, Derivatives, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2008
Masters of Science in Accounting
Babson College 2004 — 2008
Bachelor's degree, Business Administration with a focus in Accounting
iHeed LLC October 2014 - Present
Manulife Financial November 2013 - October 2014
John Hancock Financial Services September 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) December 2011 - September 2012
Puma January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2007 - November 2010
Sagarsoft, Inc February 2006 - April 2007
Cognizant Technology Solutions July 2001 - January 2006
Skills
Agile Project Management, Strategic Consulting, Business Process..., Business Intelligence, Master Data Management, Business Analysis, Business Process, Technical Leadership, Scrum, Project Portfolio..., Financial Services, SDLC, IT Infrastructure..., Datacenter..., Data Warehousing, Cloud Computing, SOA, Management, Project Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2012
Masters in Business Administration, Entrepreneurship, Management Consulting
Pondicherry University 1997 — 2001
Bachelors of Technology, Mechanical Engineering
Morgan Stanley May 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1993 - 1999
Skills
Securities, Wealth Management, Alternative Investments, Securities Regulation, Hedge Funds, Series 7
Education
Villanova University School of Law 1990 — 1993
American University 1986 — 1990
Bachelor's degree, Political Science and Government
John Hancock Financial Services May 2007 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 1998 - May 2005
Education
Temple University 1992 — 1994
MBA, Finance
Sydenham Institute Of Management Studies and Research Enterprenureship Education 1987 — 1991
Bachelor of Commerce (BCom), Accounting
CFA Institute
CFA Charterholder
Kraus-Anderson Construction Company April 2001 - Present
Fortis Financial Group April 1999 - April 2001
John Hancock Life Insurance Company (U.S.A.) August 1998 - February 1999
John Hancock Mutual Life August 1998 - February 1999
Skills
Proposal Writing, Scheduling, Outlook, Word, InDesign, Excel, Microsoft Office, PowerPoint, Adobe Acrobat, Photoshop, Writing, Illustrator, Marketing Strategy, Editing, Graphic Design, Process Scheduler, Microsoft Excel, Construction, Project Bidding, Microsoft Word, Adobe Creative Suite, Marketing, Leadership, Training, LEED, Marketing Communications, Project Coordination, Sustainability, Team Building, Team Leadership, Government, Design-Build, Microsoft Office 2007, Retail, Windows, Coaching, Leadership Development, Blueprint Reading, Proposal Support, Government Proposals, Proposal Generation, Technical Writing, Proposal Leadership, RFP, Proposal Production, Bid Preparation, RFQ, Interviews, Teaching, Presentation Development
Education
Saint Mary's University of Minnesota 2013 — 2014
Master's Degree, Organizational Leadership
Hamline University 1996 — 2008
BS, Economics
Cornell College 1994 — 1995
Anoka Ramsey Community College 1993 — 1994
Johnson Financial Group February 2014 - Present
U.S. Bank July 2013 - February 2014
State Street September 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2012
State Street January 2010 - September 2011
innoPad, Inc. October 2009 - January 2010
Bates College September 2008 - May 2009
Skills
Data Analysis, Research, Microsoft Excel, Quantitative Analytics, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Access, Analysis, Economics, VBA, Spanish, Econometrics, Outlook, SQL
Education
Northeastern University 2010 — 2012
MPS, Geographic Information Technology
Bates College 2005 — 2009
BA, Economics
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Fidelity Investments September 2007 - May 2011
Education
Harvard University 2010 — 2013
Babson College 2003 — 2007
Bachelor of Science (BS), Accounting and Business/Management
AAA Life Insurance Company January 2003 - Present
Allmerica Financial October 1999 - January 2003
John Hancock Life Insurance Company (U.S.A.) November 1983 - October 1999
Education
Alfred University 1976 — 1980
BA, Chemistry
City of Sunny Isles Beach July 2002 - Present
Florida Office of the Attorney General November 1999 - July 2002
John Hancock Life Insurance Company (U.S.A.) February 1990 - February 1992
Skills
Legal Writing, Litigation, Public Speaking, Nonprofits, Event Management, Sales, Legal Research, PowerPoint, Microsoft Excel, Advertising, Budgets, Civil Litigation, Microsoft Office, Public Relations, Trials, Microsoft Word, Research, Data Entry, Event Planning, Customer Service, Leadership, Fundraising, Strategic Planning, Government, Community Outreach, Team Leadership, Contract Negotiation
Education
Florida Atlantic University 2011 — 2011
Human Resources Management/Personnel Administration, General
Florida International University 2010 — 2010
Legal Office Management
Key College 1997 — 1999
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
University of Technology, JA WI formally College of Arts and Technology 1977 — 1978
Banking & Finance
St. Catherine High School 1971 — 1976
John Hancock Life Insurance Company (U.S.A.) November 2011 - February 2014
Skills
Tax, Financial Reporting and..., Hyperion Essbase, Financial Modeling, NAIC, IFRS and USGAAP..., Investments, Financial Analysis, Essbase, Finance, QuickBooks, Accounting, Banking, Compliance, ONESOURCE, ONESOURCE Implementation, Account Reconciliation, Access, Corporate Tax, Financial Accounting, Financial Reporting, Financial Statements, Forecasting, GAAP, General Ledger, IFRS, Strategic Financial..., Tax Accounting, US GAAP, Budgets, OneSource, Tax Preparation, Series 7, Analysis, CPA, Process Improvement, Financial Services, Sarbanes-Oxley, Tax Returns, Cash Flow, Tax Advisory, Tax Research, Corporate Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2015
Master of Taxation, Taxation/Accounting
Assumption College 2006 — 2009
MBA, Finance and Accounting
Muskingum College 1996 — 2001
BA of ARTS, ECONOMICS, INTERNATIONAL BUSINESS
SCORE Worcester Chapter January 2008 - Present
John Hancock Life Insurance Company (U.S.A.) 1997 - 2005
Paul Revere Insurance Group 1970 - 1997
Skills
Strategic Planning, Marketing Strategy, Business Planning, Financial Modeling, Financial Management, Expense Management, Managerial Finance, Management Consulting, Start-ups, Financial Analysis, Entrepreneurship, Budgets, Small Business, Leadership, Strategy, Risk Management, Mergers & Acquisitions
Education
Bates College 1966 — 1970
BS, Mathematics, Physics
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - May 2011
Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Defined Benefit, Fixed Annuities, Management, Asset Management
Education
Nichols College 2012 — 2014
Master of Business Administration (M.B.A.), Management
Bay Path College
Associate, Accounting
Northeastern University
Bachelor, Management
The World Bank March 2007 - Present
John Hancock Life Insurance Company (U.S.A.) March 2004 - March 2007
John Hancock Life Insurance Company (U.S.A.) October 2002 - March 2004
Skills
Financial Modeling, Portfolio Management, Risk Management, Emerging Markets, Corporate Finance, Project Finance, Investments, Analysis, International..., Finance, Financial Analysis, Valuation, Due Diligence, Economics, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
University of Connecticut 1990 — 1994
BS, Mathematics
Maine Craft Distilling February 2014 - Present
Harpoon Brewery April 2010 - February 2014
Harpoon Brewery April 2010 - January 2011
CAMtech Precision Manufacturing August 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) August 2008 - January 2009
Education
Bates College 2004 — 2008
BA, History
Self-Employed Management Consultant 1995 - Present
Staples October 2011 - July 2014
Staples 1999 - 2004
Island Telecom Inc. 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1994 - 1995
GTE Government Systems 1989 - 1992
Skills
Business Analysis, Program Management, Management Consulting, Project Management, Business Process..., Sales, Account Management, Marketing Communications, Financial Analysis, Market Research, Customer Satisfaction, Business Development, Forecasting, Management, Competitive Analysis, Marketing Strategy, Business Strategy, Marketing, B2B, Analysis, Strategic Planning, Project Planning, Budgets, Cross-functional Team..., Salesforce.com, Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA
Bentley University 1985 — 1989
Bachelor of Science, Finance
Fidelity Investments March 2014 - Present
Cognizant Technology Solutions May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) 2011 - March 2014
Skills
ASP.NET, Microsoft SQL Server, PL/SQL, .NET, C#, Oracle, WCF, Web Services, XML, JavaScript, SQL, VB.NET, AJAX, Java, HTML, ADO.NET, SOA, jQuery, C++, Agile Methodologies, CSS, Kendo, ASP.NET MVC
Education
Anna University 2002 — 2006
BE, Electircal and Electronics Engg.
John Hancock Life Insurance Company (U.S.A.) September 2004 - Present
John Hancock Life Insurance January 1992 - March 2002
Skills
Investment Strategies, Accounting, Regulatory Capital, ALM, Fixed Income, Equities, Derivatives, Portfolio Management, Risk Management, Financial Markets, Options, Financial Risk, Investments
Education
Babson College
BS, Accounting / Finance
Boston College
MSF, Finance
IBM July 2003 - Present
John Hancock Life Insurance Company (U.S.A.) June 1993 - July 2003
John Hancock Life Insurance Company (U.S.A.) August 1989 - June 1993
Skills
SOA, Solution Architecture, AIX, Application Architecture, DB2, WebSphere Message Broker, Middleware, WebSphere ESB, IMS DB/DC, WebSphere MQ, z/OS, Windows, SQL, Ubuntu, WebSphere Integration..., REXX, CLIST, COBOL, Scripting, IBM Mainframe, IBM AIX, SDLC, Vendor Management, Business Analysis, ITIL, Disaster Recovery, IT Strategy, Enterprise Architecture
Education
Assabet Valley Regional Technical School 1982 — 1986
High School Diploma & Certificate of Proficiency in Data Processing
John Hancock Life Insurance Company (U.S.A.) March 2002 - Present
Trustar Retirement Services, a subsidiary of Principal Financial Group October 1997 - February 2002
First Data Investor Services Group October 1993 - October 1997
Bank of New England/Fleet Bank May 1986 - October 1993
Education
Babson College
MBA, Finance
Boston College
BA, Economics
Saint Sebastain
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
State Street June 2011 - December 2011
Investors Bank & Trust ( now State Street) November 2005 - February 2009
Brown Brothers Harriman September 2003 - October 2005
Brown Brothers Harriman August 2000 - August 2003
Bingham McCutchen February 1989 - July 2000
Skills
Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Options, Securities, Trading Systems, Equities, Derivatives, Risk Management, Swaps, Alternative Investments, Investments, Bonds, FX Options, Asset Managment, Portfolio Management, Strategic Financial..., Financial Services, Business Analysis, Fund Administration, Asset Management
Education
Cambridge College - School of Management 2013 — 2016
Master of Management, Business Administration and Management, General
Newbury College
Bachelor of Science (BS), Business Management
Bay State College
Associate's degree, Business Administration
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - April 2013
John Hancock July 2004 - December 2006
Manulife Financial March 2001 - June 2004
Manulife Financial March 1998 - March 2001
Integrated Justice Ministries of Ontario March 1997 - March 1998
Ministry of the Attorney General November 1992 - March 1997
Sunnybrook Health Sciences Centre August 1988 - August 1989
The Hospital for Sick Children October 1976 - August 1988
Skills
Enterprise Architecture, FileNet, Project Management, People Development, Solution Architecture, Integration, Standards Development, Problem Solving, Infrastructure, Change Management, IT Strategy, Disaster Recovery, Security, Agile Methodologies, Software Development, CRM, Outsourcing, Architecture, Vendor Management, ITIL, Servers, SharePoint, Requirements Analysis, Software Project..., Business Intelligence, Business Analysis, PMO, Architectures, IT Management, PMP, Project Portfolio..., Visio, Data Warehousing, SOA, Data Center, Governance, Business Requirements, Business Process, IT Service Management, SDLC
Education
Acadia University 1970 — 1972
Computer Science
Windsor Regional High School, NS 1964 — 1970
Senior Matriculation, Academic
Milestone Group March 2012 - Present
Michael Ball Carpentry & Remodeling 1997 - March 2012
The Welch Company / The Clothes Line 2001 - 2005
Talbots, Inc. 2000 - 2002
John Hancock Financial Services 1998 - 2000
John Hancock Financial Services 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1990 - 1991
The Boston Company 1988 - 1989
WR Grace 1986 - 1988
Skills
Sales, Customer Service, Leadership, Marketing, Strategic Planning, Project Management, Product Marketing, Management, CRM, Project Planning, PowerPoint, Mutual Funds, Product Development, Direct Marketing, Microsoft Word, Proposal Writing, Advertising, Sales Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA, Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1988
BS, Finance
Matignon High School 1980 — 1984
College Prep
John Hancock Life Insurance Company (U.S.A.) June 2000 - Present
Skills
Vendor Management, Insurance, Process Improvement, Leadership, Employee Benefits, Financial Services, Strategic Planning, Onboarding, Management, Data Analysis
Education
Bates College 1984 — 1988
BS, pyschology
State Street Bank Corp July 2015 - Present
American Student Assistance August 2002 - July 2015
John Hancock Life Insurance Company (U.S.A.) January 1980 - July 2002
Skills
PMO, PMP, Agile Project Management, Program Management, Project Portfolio..., SDLC, Vendor Management, Business Analysis, Scrum, Agile Methodologies, Software Project..., Requirements Gathering, Requirements Analysis, Integration, Project Management
Education
Bates College
Ali Petroleum January 2003 - Present
John Hancock Life Insurance Company (U.S.A.) January 1998 - December 2002
Education
Arkansas State University 1996 — 1997
MBA, Business Administrarion
HOME ELEGANCE January 2011 - Present
CHERY'S BROKERAGE November 1998 - January 2011
John Hancock Life Insurance Company (U.S.A.) November 1970 - December 2000
Skills
Short Sales, Investment Properties, Residential Homes, Real Estate, Sellers, Foreclosures, REO, Single Family Homes, Home, First Time Home Buyers, Property Management, Buyer Representation, Condos, Investors, Rentals
Education
Baruch College 1974 — 1978
Bachelor in BUSINESS ADMINISTRATION(BBA), Finance and Financial Management Services
Queen's College 2004 — 2007
Masters degree, Urban Studies/Affairs
Lycee Philippe Guerrier of Cayes, Lycee Toussaint Louverture in Port-au-Prince Haiti 1958 — 1963
Bachelor's degree, General Studies
Bank of America August 2013 - Present
Bank of America March 2008 - August 2013
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Banking, Strategic Financial..., Credit, Insurance, Sales, Leadership, Access, Financial Analysis, Forecasting, Budgets, Business Analysis, Process Improvement, Analysis, Customer Service, Accounting, Management, Risk Management
Education
Baldwin-Wallace College 2000 — 2004
Business Administration, Sport Management
Morgan Stanley January 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Integrity Consulting & Marketing Services October 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) September 2010 - December 2010
Skills
Bloomberg, Trading, Fixed Income, Middle Office, Finance, Capital Markets, Investment Management, Equities, Derivatives, Hedge Funds, Securities, Financial Analysis
Education
City University of New York-Baruch College 2007 — 2011
BA, Mathematics
BlueLinx Corporation July 2015 - Present
Esquire Solutions January 2014 - Present
Insight Global January 2013 - December 2013
Western & Southern Financial Group February 2012 - December 2012
Auburn University August 2007 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - July 2011
Skills
Microsoft Excel, VBA, Pivot Tables, Balance Sheet, Financial Analysis, Financial Reporting, Financial Accounting, Accounts Payable, Payment Card Processing, Account Reconciliation
Education
Brenau University 2013 — 2015
Master of Business Administration (MBA), Finance
Auburn University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Centennial High School
Centennial High School
ACCEPT Education Collaborative June 2015 - Present
ACCEPT Education Collaborative January 2011 - Present
GiantLoop Network, Inc. September 2000 - February 2002
Be Free, Inc. January 2000 - September 2000
EMC June 1999 - September 1999
MBA Program Consulting Projects 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
Masters of Business Administration, Project management, marketing, market research
College of the Holy Cross 1989 — 1993
BA, Mathematics, Russian
John Hancock Life Insurance Company (U.S.A.) May 2006 - Present
GMS Power Co. LTD (Thailand) October 1996 - May 2004
Education
Assumption University
Bachelor of Business Administration (BBA), Accounting
suffolk jewelers 1991 - 2012
John Hancock Life Insurance Company (U.S.A.) May 1989 - March 1991
Skills
sales, Merchandising, Inventory Control, Staff Development, Loss Prevention, Pricing
Education
American International College 1982 — 1986
Bachelor of Science (BS), Business/Commerce, General
University of New Hampshire 1981 — 1982
Dover Sherborn Regional School 2005 - Present
John Hancock Life Insurance Company (U.S.A.) 1975 - 1984
Skills
Finance, analytical
Education
Babson College 1978 — 1981
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Economics