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
Blue Cross Blue Shield Association July 2015 - Present
GE Lighting January 2015 - April 2015
Brown Brothers Harriman April 2014 - September 2014
Northeastern University August 2010 - August 2013
Northeastern University January 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
Yawkey Boys & Girls Club November 2011 - June 2012
Access September 2010 - June 2011
Liberty Mutual Insurance June 2009 - June 2010
Boston Financial Data Financial Services June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, Access, SharePoint, Lotus Notes, PowerPoint, Outlook, Fluent in Vietnamese, Intermediate Mandarin..., Marketing, Microsoft Office, Training
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Marketing
John Hancock Financial Services April 2013 - Present
John Hancock April 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - April 2011
John Hancock Life Insurance Company (U.S.A.) July 2004 - January 2006
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Monitor Group September 1995 - June 2003
Skills
Investments, Asset Managment, Mergers, Risk Management, Insurance
Education
Princeton University 1991 — 1995
AB, Chemistry
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock June 2010 - January 2012
Webster Bank December 2009 - June 2010
Webster Bank June 2007 - June 2009
The Country Club January 2000 - January 2009
Providence College Office of Residence Life September 2005 - October 2008
Skills
Annuities, Series 7, Retirement Planning, Series 6, Fixed Annuities, Investments, Life Insurance, Finance
Education
Providence College 2005 — 2009
Bachelor of Science, Business Management
Providence College 2005 — 2009
Bachelor of Science, Business Management
Allstate Workplace Division July 2010 - Present
Colonial Life February 2007 - Present
UNIVERS/CBP 2005 - 2008
Aflac 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) September 1982 - October 1998
Skills
Disability Insurance, Life Insurance, Hospital Confinement..., Critical Illness, Accident Insurance, Term Life Insurance, Employee Benefits, Cancer Insurance, Health Insurance, Insurance, Sales, Fixed Annuities, Cancer, Enrollment Management, Leadership, Small Business, Accident, Open Enrollment, Dentistry, Health Savings Accounts, Long-term Care, Medicare, Whole Life, Brokers, Workers Compensation, 401k, Underwriting, Benefits Administration, Commercial Insurance, Long Term Care Insurance, Retirement, COBRA, General Insurance, Claim, Casualty, Universal Life, Property & Casualty...
Education
Paine College 1969 — 1972
Bachelor's Degree, Sociology
The American College
LUTCF
Vogel Insurance Agency 1990 - Present
Hardie Insurance December 1980 - Present
John Hancock Life Insurance Company (U.S.A.) 1985 - 1995
Skills
Life Insurance, Insurance, Health Insurance, Annuity Sales
Education
Providence College
Bachelor of Arts (B.A.)
Christian Brothers Academy
High School Diploma
Preservation Specialists, LLC February 2003 - Present
Financial Management Solutions January 2002 - February 2003
John Hancock Life Insurance Company (U.S.A.) 1996 - 1999
Skills
Investments, Entrepreneurship, Strategic Financial..., Small Business, Estate Planning, Finance, Marketing, Insurance, Wealth Management, Retirement, Retirement Planning
Education
Purdue University 1994 — 1996
B.S., Accounting, Economics, Finance
Purdue University - Krannert School of Management 1994 — 1996
BS, Accounting and Finance
University of California, Santa Barbara 1992 — 1994
Accounting, Finance, Economics
Memorial High 1989 — 1992
TriZetto Corporation May 2014 - Present
TriZetto Corporation April 2013 - May 2014
The TriZetto Corporation January 2007 - April 2013
The TriZetto Group January 2002 - December 2006
The TriZetto Group March 2001 - December 2001
NASCO January 1998 - February 2001
John Hancock Life Insurance Company (U.S.A.) September 1984 - January 1998
Skills
Web Solutions, Management, Custom Development, Healthcare Industry, Innovation Management, Large Scale Systems, Large-scale Projects, Integration, Business Strategy, Team Leadership, Solution Architecture, Product Development, Custom Software, HIPAA, Healthcare Information..., SDLC, Healthcare Consulting, Process Improvement, Outsourcing, Disaster Recovery, Business Analysis, Leadership, Vendor Management, Product Management, Cross-functional Team..., IT Strategy, EDI, Consulting, Requirements Analysis, Software Project..., Business Intelligence, Enterprise Software, Software Implementation
Education
Life Office Management Association
LOMA, Claim Operations
Pennsylvania State University-Great Valley Graduate Center
Prime Coatings, Inc. February 2014 - Present
GE Aviation October 2011 - February 2014
GE Aviation January 2011 - October 2011
Prime Coatings, Inc. January 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - December 2007
Collegiate Entrepreneus February 2006 - September 2006
Education
Northeastern University 2005 — 2010
BSBA, Finance/MGMT
Student Art Centers International 2008 — 2008
PNC July 2013 - Present
Brick City Alumni Group November 2009 - Present
ADP July 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
Northwestern Mutual October 2010 - February 2012
Bank of America September 2006 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Finance and Global Business
Penn State University 2004 — 2008
Bachelor of Science, Economics
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
John Hancock Financial Network 2007 - January 2011
John Hancock January 1993 - January 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Manulife Financial 2004 - 2007
Skills
Business Process..., Equities, PMO, Mergers, Wealth Management, Integration, IT Strategy, Risk Management, Fixed Annuities, Systems Analysis, Management, Business Requirements, Insurance, Securities, Financial Services, Project Management, Fixed Income, Finance, Program Management, Financial Analysis, Mergers & Acquisitions, Mutual Funds
Education
Northeastern University 1985 — 1989
BS, Finance
CrunchTime! June 2015 - Present
Motus, LLC (formerly CRS, Inc.) April 2014 - June 2015
Motus, LLC (formerly CRS, Inc.) June 2011 - April 2014
State Street Global Advisors January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Harvard Law School January 2008 - July 2008
Skills
Microsoft Office, Visio, Microsoft Excel, MS Project, PowerPoint, Project Management, Product Management, Microsoft Word, Agile Project Management, SaaS, Atlassian JIRA, Confluence, SDLC, BPMN, Requirements Gathering, User Acceptance Testing, User Stories, SQL, Google Adwords, Google Analytics, Agile Methodologies, Marketing Strategy, JIRA, Data Analysis, Analysis
Education
Northeastern University 2006 — 2011
BSBA, Management Information Systems
Beverly High School 2002 — 2006
LexisNexis July 2015 - Present
Health Market Science January 2013 - June 2015
Health Market Science December 2011 - December 2013
Health Market Science June 2006 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 1990 - September 1997
John Hancock Life Insurance Company (U.S.A.) October 1986 - February 1990
Skills
Business Analysis, Data Analysis, Quality Assurance, Access, Process Improvement, SDLC, User Acceptance Testing, Project Management, Software Documentation, Visio, Quality Center, Analytics, Testing
Education
Penn State University
Bachelor of Science (BS), Marketing
Penn State University
Bachelor of Science (B.S.), Marketing
Baccus Global November 2012 - Present
American Diabetes Association February 2010 - November 2012
Procter & Gamble June 2008 - December 2008
GE January 2007 - July 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2006
Skills
Marketing, Event Management, Social Media Marketing, Brand Management, Event Planning, Social Media, Fundraising, Management, Public Relations, Nonprofits, Facebook, Leadership, Marketing Communications, Social Networking, Advertising, Press Releases, Email Marketing, Sales, Marketing Strategy, Market Research, Sponsorship, Media Relations, Trade Shows, Online Marketing, Strategic Planning, Integrated Marketing, Blogging
Education
Northeastern University 2004 — 2009
BS, Marketing and Business Administration
Universidad de Alicante 2008 — 2008
Spanish
Winter Wyman November 2014 - January 2015
KNF&T Staffing Resources April 2013 - April 2014
Crate & Barrel November 2012 - March 2013
Randstad October 2012 - October 2012
Wells Fargo Advisors May 2003 - April 2010
John Hancock Life Insurance Company (U.S.A.) April 1997 - January 2002
Skills
Administrative Support, Customer Relations, Spreadsheets, Outlook, Excel, Word, PowerPoint, Customer Service, Microsoft Office, Telephone Skills, Access, Scheduling, Sales Support, Microsoft Excel, Social Networking, Accounting, Marketing, Leadership, Team Building, Sales, Event Planning
Education
Purdue University
Bachelor's Degree
J. F. Schroeder Co., Inc. September 1975 - Present
Brandel Nursing Facility January 1975 - September 1976
John Hancock Life Insurance Company (U.S.A.) March 1973 - September 1974
Skills
American Sign Language, Computer Proficiency, Single Parent..., QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Accounting, General Ledger, Bookkeeping, Invoicing, Bank Reconciliation, ADP Payroll, Financial Statements, Year End Accounts, Spreadsheets
Education
Oakton Community College 2012 — 2012
Continuing Education, Business Administration, Management and Operations, Certificate
University of Phoenix 2008 — 2010
Associates Degree, Accounting
Niles Twp High School
Proforma Vindee Associates June 2013 - Present
The Malvern School February 2003 - August 2012
Fraser Wallace Advertising 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1992 - 2000
Skills
Research, Marketing, Event Planning, Windows, Editing, Microsoft Excel, Power Point, Customer Service, Office Management, Staff Management, Social Networking, Facebook, Proofreading
Education
Penn State University 1984 — 1988
Bachelor of Science (B.S.), Criminal Justice and Corrections
Summitt Insurance Services, Inc. 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
John Hancock Long Term Care December 1992 - Present
John Hancock Life Insurance Co. 2007 - 2014
Skills
Life Insurance, Insurance, Long Term Care Insurance, Fixed Annuities, Sales, Long-term Care, Retirement Planning, 401k, Retirement, Series 6, Disability Insurance, IRAs, Series 63, Term Life Insurance
Education
Parkland College 1982 — 1985
Fidelity Investments 2011 - Present
Veritude/Fidelity January 2006 - July 2007
John Hancock Life Insurance Company (U.S.A.) 1998 - 2005
Skills
Software Development, SDLC, Rational Team Concert, Agile Methodologies, ClearCase, Nexus, Unix, ClearQuest, SOA, Websphere, Sonar, Perl, Rational, Release Management, Ant, Jenkins, Software Configuration...
Education
Purdue University Calumet 1984 — 1989
Computer Programming and Information Systems
Swett & Crawford July 2007 - Present
Scottsdale Insurance Company 2007 - 2007
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Miller Schuring Insurance Agency 2005 - 2005
Education
Andrew Beazley Broker Academy
Olivet College
Bachelor's degree, Insurance & Risk Management, Graduated with Distinction in Scholastic Achievement
Viget Labs May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) June 2008 - May 2010
Perfect Weddings May 2007 - November 2007
Shear Perfection June 2003 - August 2006
Lambertville House: A National Historic Inn May 2005 - August 2005
Skills
Project Planning, Event Management, Accounting, Budget, Management, Social Media, Budgets, Social Media Marketing, Email Marketing, Start-ups
Education
Penn State University 2004 — 2008
Bachelor of Science, Marketing
Sun Life Financial April 2015 - Present
Munich Re January 2011 - March 2015
BW Underwriting Services May 2007 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2004 - May 2007
Canada Life 1997 - 2003
Skills
Underwriting, Reinsurance, Insurance, Disability Insurance, Claims, Process Improvement, Strategic Planning, Customer Relations, Team Building, Health Insurance, Product Development, Risk Management, Customer Service, Actuarial Science, Life Insurance, Term Life Insurance, Claims Management
Education
Queen's University 1989 — 1993
BA, French Litterature
Bloomin' Brands, Inc. December 2014 - Present
Bloomin' Brands, Inc. November 2012 - December 2014
Paragon March 2012 - November 2012
Savtira October 2011 - March 2012
Pinellas County Government February 2011 - October 2011
NetDirector May 2010 - February 2011
Electronic Data, Incorporated July 2008 - April 2010
Nielsen Media Research November 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) March 2003 - November 2003
Incisive Solutions May 2002 - March 2003
Skills
Java Enterprise Edition, SQL, Software Development, Technical Training, Data Modeling, HTML, JavaScript, JDBC, XML, JAXB, EJB, JUnit, CSS, Eclipse, Database Development, Public Speaking, Log4j, Ant, Maven, XSLT, XPath, Databases, Scrum, Integration, Web Services, Agile Methodologies, Web Applications, Enterprise Architecture, Tomcat, Microsoft SQL Server, REST, SOAP
Education
University of Central Florida 1987 — 1990
Master of Science, Computer Science
Princeton University 1981 — 1985
Bachelor of Arts, Philosophy
Satellite High School 1977 — 1981
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Morgan Stanley Smith Barney March 2006 - April 2011
United States Marine Corps July 1999 - February 2008
Maxim Group November 2003 - November 2005
Skills
Pensions, Relationship Management, Series 7, Series 63, Investments, Mutual Funds, Retirement, Retirement Planning, Series 24, Financial Services, Wealth Management..., FINRA, 401k, IRAs, Estate Planning, Wealth, Wealth Management, Uniform Combined State...
Education
Pace University 1997 — 2001
BA, Language Studies, Marketing
Andersen Tax June 2014 - Present
ARAMARK April 2008 - Present
Northeastern University July 2009 - May 2014
Linking Education and Diversity (LEAD) September 2009 - February 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - January 2013
Eze Castle Software June 2011 - December 2011
Boston Red Sox April 2011 - September 2011
Skills
Microsoft Office, Social Media, Leadership, Team Leadership, Public Speaking, PowerPoint, Critical Thinking, Analysis, High Pressure..., Multi Tasking, Project Planning, Project Coordination
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Marketing
Queen Mary, U. of London 2012 — 2012
Visting Semester, Finance, General
West Yellowstone Veterinary Service 1979 - Present
Animal Medical & Emergency Hospital June 1970 - Present
American Holistic Veterinary Medical Association 2007 - 2008
The United States Air Force March 1965 - March 1971
John Hancock Life Insurance Company (U.S.A.) January 1965 - 1969
Skills
Integrative veterinarian, Photography, Veterinary, Animal Health, Pets, Surgery, Internal Medicine, Industrial Photography, Veterinary Medicine, Pain Management, Acupuncture, Medicine, Animal Behavior, Holistic Health, Animal Welfare, Dogs, Horses, Client Education, Chiropractic, Veterinary Public Health, Animal Nutrition, Animal Husbandry, Chinese Herbal Medicine, Soft Tissue Surgery, Dog Training, Veterinary Pathology, Euthanasia, Laboratory Animal...
Education
The Ohio State University 1971 — 1974
MS, Zoo Preventive Medicine
Purdue University 1959 — 1968
DVM, Veterinary Medicine
Ohio State UNiversity 1963 — 1965
B.S., Physiology, General
John R. Buchtel High School 1956 — 1959
College preparatory
Central States College
NMD, Naturopathic Medicine
Upper Arlington High School
John Hancock - Signator Services Inc. July 2013 - Present
Northwestern Mutual January 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2000 - December 2009
Professional Delivery Services July 1990 - December 1999
Skills
Health Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Series 7, Long-term Care, Mutual Funds, Financial Services, Wealth Management, Series 63, Insurance, Series 6, Account Management, Series 24, Sales, Variable Annuities, FINRA, Long Term Care Insurance, Financial Advisory, CRM, Retirement
Education
Providence College 1986 — 1990
Business, Marketing & Business Management
LaSalle Academy 1982 — 1986
John Hancock Life Insurance Company (U.S.A.) June 2007 - Present
Fidelity Investments January 1990 - February 1992
New England Life Insurance Company June 1981 - January 1990
Skills
Insurance, Life Insurance, Fixed Annuities, Business Analysis, Long-term Care, Actuarial Science, Risk Management, Long Term Care Insurance, ALM, Retirement, Business Development
Education
University of Michigan 1980 — 1981
Actuarial Science
Ohio University 1977 — 1980
Bachelor of Science (BS), Mathematics
Mimecast August 2014 - Present
Mimecast October 2013 - August 2014
Corporate Reimbursement Services, Inc. February 2013 - September 2013
EnerNOC May 2011 - February 2013
Northeastern University July 2007 - April 2011
Highmount Capital July 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) July 2009 - December 2009
Skills
Network Administration, OS X, SQL, Linux, Windows, Microsoft Office, HTML, Unix, Data Analysis, Virtualization, Virtual Desktop..., Requirements Gathering, Business Analysis, Networking, Servers, Disaster Recovery, Databases, Visio, Active Directory
Education
Northeastern University 2007 — 2012
BS, Information Science and Business
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
City of Toronto August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) November 2009 - August 2010
John Hancock Life Insurance Company (U.S.A.) February 2008 - November 2009
John Hancock Life Insurance Company (U.S.A.) May 2007 - February 2008
John Hancock Life Insurance Company (U.S.A.) March 2005 - May 2007
Bank of Montreal November 2003 - February 2005
Bank of Montreal May 1998 - August 2000
Skills
Insurance, Business Requirements, Documentation, Requirements Gathering, Team Leadership, Software Documentation, Self-motivated Team..., Process Improvement, SDLC, Business Process, Business Process..., Requirements Analysis, Business Analysis, User Acceptance Testing, Vendor Management, Financial Services
Education
LOMA 2005 — 2008
ALMI, Insurance Operations
Queen's University 1997 — 2001
BAH, Sociology, Psychology
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
Wolf & Company, P.C. September 2001 - December 2010
Education
Providence College 1997 — 2001
Bachelor of Science, Accounting
School of the Museum of Fine Arts - Student September 2012 - Present
self employed October 2011 - Present
Cambridge Arts council September 2010 - August 2011
State Street Bank June 1999 - March 2009
John Hancock Life Insurance Company (U.S.A.) September 1987 - February 1997
Education
American Career Institute 2010 — 2011
Adobe Certification, Graphic & Web Design
School of the Museum of Fine Arts 2009 — 2010
Studio Art -Graphic and Web Design
Ohio Wesleyan University
B.A., Education
Summit, H.S.
University of Maryland College Park
M.Ed, Education- mathematics
Chicago Wolves September 2010 - Present
Professional Bull Riders, Inc. January 2010 - September 2010
Phoenix International Raceway 2007 - 2009
Live Nation Motor Sports 2002 - 2007
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Skills
Sports Marketing, Sponsorship, Sponsorship Sales, Sports, Sports Management, Marketing, Ticket Sales, Event Management, Sponsorship Activation, Relationship Marketing, Sales, CRM, Leadership, Event Planning, Fundraising, Management, Media Relations, Digital Media, Social Networking, Integrated Marketing, Social Media Marketing, Public Relations, Live Events, Advertising, Strategic Partnerships, Marketing Strategy, Brand Management, Digital Marketing, Email Marketing, Facebook, Marketing Communications, Sales Management
Education
Purdue University 1996 — 2000
Purdue University - Krannert School of Management 1996 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Adlai E. Stevenson High School 1992 — 1996
St. Gens
Collaborative Consulting 2015 - Present
Carbonite 2013 - 2015
A.I.M. Mutual Insurance Companies 2013 - 2013
University of New Hampshire 2011 - 2013
Accenture 2010 - 2011
Liberty Mutual Insurance 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) 2006 - 2008
SPECTRO Analytical Instruments GmbH 2005 - 2006
Skills
Business Intelligence, Data Warehousing, ETL, Business Objects, Data Modeling, SQL, Data Analysis, Business Analysis, Requirements Analysis, SDLC, Oracle, Informatica, Project Management, Crystal Reports, Databases, Microsoft SQL Server, Matlab, Process Improvement, SSIS, Hyperion Reports, DataFlux, Tableau, Change Data Capture, T-SQL Stored Procedures, Business Analytics
Education
Northeastern University 2003 — 2008
Bachelor of Science, Mathematics
PwC January 2014 - Present
PwC January 2013 - April 2013
Country Wide Insurance February 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Skills
Analysis, Operational, Financial Accounting, Accounting, Data Analysis, Statistics, Tax, Financial Modeling, Insurance, Finance, Access
Education
Pace University - Lubin School of Business 2012 — 2013
Master's degree, Accounting
SUNY Stony Brook 2006 — 2010
Applied Mathematics and Statistics, Business Management
John Hancock Funds June 2013 - Present
John Hancock Funds February 2013 - June 2013
John Hancock Funds July 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - May 2011
John Hancock Funds June 2010 - August 2010
Pax World Funds May 2009 - September 2009
Skills
Bloomberg, Investments, Fixed Income, Mutual Funds, Equities, Finance, Portfolio Management, Hedge Funds, Securities, Derivatives
Education
Providence College 2007 — 2011
Finance
St. Thomas Aquinas High School
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
John Hancock Life Insurance Company (U.S.A.) July 2008 - November 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - July 2008
Skills
Long Term Care Insurance, Long-term Care, Insurance, Employee Benefits, Life Insurance, Microsoft Office, Brokers, Market Research, Project Management, Project Planning, Business Development, Competitive Intelligence, Marketing, Retirement, Financial Services, Strategy, Training, Competitive Analysis
Education
Northeastern University 2014 — 2017
Master of Business Administration (M.B.A.), Marketing, High Technology Management
Project Management Institute 2013 — 2013
Certified Project Management Professional
University of Massachusetts Boston 2001 — 2006
Dual BA, Psychology/Sociology
Robinhood January 2015 - Present
Lightspeed Trading February 2013 - January 2015
Prescient Wealth Management April 2012 - February 2013
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2012
TD November 2009 - June 2010
BzzAgent January 2008 - June 2008
Teavana June 2005 - December 2007
Skills
Series 24, Series 7, Series 63, Series 65, Series 55
Education
Northeastern University 2005 — 2009
BS, Business Administration and Management, Minor in Communications Studies
Half Hollow Hills West
MPI August 2014 - Present
ACi Institute August 2011 - August 2014
AXA Advisors June 2010 - September 2010
Temple Education Center Corporation September 2004 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2005 - September 2005
Skills
Spanish, Microsoft Excel, Curriculum Design, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teaching, Data Analysis, Public Speaking, Access, Research, Customer Service, Social Media, Analysis, Leadership, Marketing
Education
University of Southern California 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, San Diego 2009 — 2011
B.A., Political Science International Relations, European History
Pasadena City College 2007 — 2009
Business Management
Arcadia High School 2003 — 2007
Honeycutt, Smith & Associates February 2005 - Present
Commonwealth Financial Network February 2005 - Present
Lincoln Financial / CIGNA Financial Advisors August 1989 - February 2005
Mutual Benefit Group September 1985 - August 1989
Mutual Benefit Group January 1980 - September 1985
Mutual Benefit Group September 1975 - January 1980
John Hancock Life Insurance Company (U.S.A.) January 1972 - September 1975
Skills
Estate Planning, Investment Planning, Retirement Planning, Education Funding, Charitable Giving Plan..., Exit Planning, Financial Services
Education
Penn State University 1952 — 1954
General Arts & Sciences
The American College
Transamerica Retirement Solutions August 2015 - Present
MassMutual Financial Group January 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2009 - March 2012
Crown Capital Financial Planning Firm May 2009 - October 2009
Greater Novi Chamber of Commerce April 2008 - April 2009
Skills
Series 63, Retirement Planning, Retirement, Series 7, Series 6, Financial Services, Mutual Funds, Defined Benefit, 401k, Asset Allocation, Fixed Annuities, Financial Advisory, Sales
Education
Oakland University 2005 — 2009
Bachelor, Marketing
Novi High School 2001 — 2005
Various Financial Firms March 2010 - Present
The Legend Group March 1999 - February 2010
Diversified Investment Advisors February 1996 - January 1999
Prudential Financial March 1993 - December 1995
Sterling Resources, Ltd. November 1990 - November 1992
The Lyons Company February 1989 - November 1990
John Hancock Life Insurance Company (U.S.A.) September 1985 - February 1989
Education
Susquehanna University 1981 — 1985
BS, Business Management
Penn State University 1982 — 1984
Accounting
Citizens Financial Group, Inc. August 2012 - February 2015
TEK Systems February 2011 - August 2012
Software Quality Associates, LLC August 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) 2001 - 2009
John Hancock Life Insurance Company (U.S.A.) 1987 - 2001
Skills
PMP, Process Improvement, SDLC, MS Project, PMO, SharePoint, Project Management, Quality Assurance, Change Management, Testing, Leadership, Management, Vendor Management, Software Documentation, Data Center, Business Analysis, Requirements Gathering, Requirements Analysis, Project Portfolio..., Microsoft Project
Education
Ocean State PMI
PMP Prep, Project Management
Providence College
BA, History
Lucido-Morris & Associates, an agency of The Guardian Life Insurance Company of America, New York,NY January 2009 - Present
John Hancock Life Insurance Company (U.S.A.) January 2002 - December 2008
Education
Oakland University 2000 — 2004
Bachelor of Science, Finance
John Hancock August 2011 - Present
Kulea Childcare Villages May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - August 2011
John Hancock Funds December 1995 - December 2006
Skills
Compliance, Insurance, Public Speaking, Life Insurance, Mutual Funds, Series 6, Process Improvement, Customer Service, Leadership Development, Team Building, Risk Management, Operations Management, Employee Benefits, Coaching, Project Management, Project Planning, Change Management, Financial Services, Leadership, Business Analysis, Analysis
Education
Timberlane 1984 — 1988
Plymouth State University
Northern Trust Corporation December 2014 - Present
Northern Trust March 2012 - December 2014
Northern Trust April 2007 - March 2012
Northern Trust January 2006 - April 2007
Northern Trust January 2002 - January 2006
Northern Trust April 1999 - January 2002
Northern Trust November 1998 - April 1999
John Hancock Life Insurance Company (U.S.A.) July 1996 - November 1998
Skills
Fund Administration, Transfer Agency, Funding, Mutual Funds, Financial Services, Business Process..., Asset Management, Leadership, Finance, Management, Fixed Income, Hedge Funds, Portfolio Management
Education
Northwestern University 1992 — 1996
BA, Economics, MMSS
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - June 2014
John Hancock Life Insurance Company (U.S.A.) September 2010 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2010
John Hancock September 2006 - March 2008
Manulife Financial August 2004 - September 2006
Skills
Financial Services, Operations Management, Project Management, Process Improvement, Call Centers, Banking, Quality Assurance, Visio, Business Process, Time Management, Project Planning, Microsoft Excel, Customer Service, Mutual Funds, PowerPoint, Insurance, Microsoft Office, Management
Education
Plymouth State University 2000 — 2004
BA, Corporate Commuincations
Sanborn
John Hancock Life Insurance Company (U.S.A.) 1999 - Present
Skills
Long Term Care Insurance, Life Insurance, Long-term Care, Insurance, Sales Management, Project Management, Public Speaking
Education
Post University
CFO Solutions, LLC 2011 - Present
JP Morgan Chase 2011 - 2011
Citi 2011 - 2011
PCJ Business Consulting June 2008 - December 2010
Staples January 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Skills
Budgets, Financial Modeling, Financial Analysis, Host Analytics, Financial Planning..., Performance Management, Project Management, End User Training, Business Planning, Business Intelligence, Analytics, Data Analysis, Business Process..., Financial Reporting, Consulting, Finance, OLAP, Enterprise Software, EPM, Analysis, Business Process, Business Analysis, Microsoft Excel
Education
Northeastern University 2006 — 2010
BSBA, Finance
Somersworth High School
Franklin Street Properties October 2013 - Present
DiCicco, Gulman & Company October 2011 - October 2013
PKF, PC May 2008 - October 2011
PKF, PC July 2007 - December 2007
John Hancock Life Insurance Company (U.S.A.) May 2007 - December 2007
Skills
Tax, US GAAP, Tax Accounting, Financial Reporting, Tax Returns, Partnership Taxation, Cash Flow, Microsoft Excel, Mergers, External Audit, Microsoft Office, Auditing, Audits of Employee..., Accounting, CPA, Fixed Asset Depreciation, Financial Statements
Education
Northeastern University 2005 — 2008
BS
Apollo Global Management LLC October 2011 - Present
American Express May 2005 - December 2010
Deloitte March 2001 - May 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
LBJ Enterprises -- Management Consultantcy 1995 - 1999
Morgan Stanley Smith Barney 1992 - 1994
Skills
Financial Modeling, Business Process..., Financial Services
Education
Pace University 1989 — 1992
BS, Finance
Albertus Magnus 1983 — 1987
Occupational Health Connections, Inc January 2000 - Present
Occupational Health Connections 2000 - Present
OHP January 1997 - January 2000
John Hancock Financial Services January 1994 - January 1997
John Hancock Life Insurance Company (U.S.A.) January 1987 - January 1994
Staff Builders January 1984 - January 1987
Central Hospital January 1983 - January 1984
Massachusetts General Hospital January 1978 - January 1983
Skills
Nursing, Occupational Health, Healthcare, Public Health, Disease Management, Healthcare Management, Health Promotion, Case Managment, Policy, Wellness, Workers Compensation, Hospitals, Health Education, Employee Health, First Aid, Leadership, Case Management, Prevention, Legal Compliance, Recruiting, Managed Care, Employee Wellness, Patient Safety, Staff Development, Healthcare Consulting, Physician Relations, Women Owned Business, Business Development
Education
Northern Essex Community College 1992 — 1998
Associate's Degree, Liberal Arts
Massachusetts General Hospital 1974 — 1978
Nursing, Nursing
Carroll Consultants Advisors August 2013 - Present
Vanguard April 2011 - August 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - February 2011
Skills
Wealth Management, Fixed Annuities, Financial Planning, Series 63, Retirement Planning, Strategic Financial..., Retail, Public Speaking, Series 7, Life & Health Insurance..., Variable Annuities, Mutual Funds, 401k, Finance, Investment Advisory..., Fiduciary Services, Portfolio Management, Investment Advisory, Estate Planning, Client-focused, 403 b, Investment Management, Retirement, Financial Planning for..., Financial Planning for..., Financial Planning for...
Education
Penn State University 2006 — 2010
Bachelor's, Finance
B/SPOKE Studios April 2015 - Present
Clough Capital Partners, L.P. July 2012 - Present
Wellington Management January 2005 - July 2012
John Hancock Life Insurance Company (U.S.A.) January 2004 - December 2004
Skills
Audit, Hedge Accounting, Cash Flow Management, Budget Analysis, Operational Due..., Tax Accounting, Capital Allocation, Fund Administration, Vendor Management, Project Planning, Process Improvement, Procedure Manuals, Auditing, Budgets, Bloomberg, Hedge Funds, Cash Flow, Fund Of Funds, Due Diligence, Mutual Funds, Derivatives, Valuation, Securities, Financial Analysis, Finance, Financial Services, Equities, Alternative Investments
Education
Northeastern University 2002 — 2007
BS, Finance and marketing, Magna Cum Laude
John Hancock Insurance January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Internships and Part-Time Employee September 2005 - June 2008
Natixis (CDC IXIS/IXIS Asset Management) 2004 - 2005
MFS Investment Management 1997 - 2004
Skills
Estate Planning, Strategic Financial..., Financial Analysis, Marketing, Compliance, Building Relationships, Relationship Mgmt, Cross-functional Team..., Cross-departmental..., Cross Departmental..., Process Design, Life Insurance, Mutual Funds, Annuities, Separately Managed..., Series 6, Series 63, Financial Services, Fixed Annuities
Education
Suffolk Law School 2005 — 2008
With Distinction, Business Law & Financial Services Concentration
Northwestern University 1994 — 1997
BA, Economics
Boston Public Schools September 2014 - Present
City Year August 2013 - June 2014
Heath Extended Day Program January 2013 - June 2013
Northeastern University, College of Professional Studies June 2012 - November 2012
Beth Israel Deaconess Medical Center January 2010 - June 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Office, SPSS, Clinical Research, Leadership, Tutoring, Nonprofits, Data Analysis, Statistics
Education
Simmons College Graduate Studies 2015 — 2017
Master of Social Work (M.S.W.), Urban Leadership
Northeastern University 2008 — 2013
Bachelor of Science (BS), Major in Psychology
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2013 - November 2014
Liberty Mutual Insurance July 2012 - December 2012
John Hancock Financial Services September 2010 - December 2011
EMC Corporation January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
CBS Corporation July 2009 - September 2009
Stifel Nicolaus June 2009 - August 2009
IAC Consumer Applications and Portals (formerly AskJeeves.com) June 2008 - August 2008
Skills
Analytics, Microsoft Excel, Microsoft PowerPoint, Recruiting, Process Improvement, Insurance, Training, Talent Management, Finance, Management, Marketing, Customer Service, College Recruiting, Taleo, Talent Acquisition, Applicant Tracking..., Onboarding, Interviews, Program Management, Microsoft Word, SAS, Project Management
Education
Northeastern University 2008 — 2012
Candidate for Bachelor of Science in Business Administration, Finance & Management
Wolverine World Wide February 2015 - Present
Wolverine World Wide October 2011 - February 2015
TJX March 2011 - October 2011
TJX August 2009 - March 2011
TJX June 2008 - August 2009
Zara March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2008
UBS Investment Bank January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2005 - December 2006
Skills
Analysis, Asset Allocation, Customer Service, Leadership, Merchandise Planning, Merchandising, Project Planning, Team Building, Training
Education
Northeastern University 2003 — 2008
BSBA, Finance & Insurance
Shanghai University of Finance and Economics 2007 — 2007
Business & Language
EOFire.com May 2012 - Present
EOFire.com May 2012 - Present
EOFire.com May 2012 - Present
NAI The Dunham Group June 2011 - May 2012
US Army May 2002 - May 2010
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Skills
Leadership, Web Development, Organizational..., Social Media, Public Speaking, Social Networking, Social Media Marketing, Strategic Planning, Online Advertising, Small Business, Marketing Strategy, Coaching, Blogging, Program Management, Team Leadership, Advertising, Leadership Development, Marketing, E-commerce, Email Marketing, Wordpress, Integrated Marketing, Sales, Self-starter, Podcasting, Entrepreneurship, Interview Skills, Motivation, WordPress, Team Building, Start-ups, Training, Public Relations, Marketing Communications, Entertainment, Event Planning, Online Marketing, SEO, Website Development, Lead Generation, Facebook, Web Analytics, Interviews, Google Adwords, Web Marketing, Copywriting, Strategic Partnerships, Brand Development, New Business Development, Digital Marketing
Education
Providence College 1998 — 2002
Bachelor of Arts (B.A.), American Studies
Massabesic High School 1994 — 1998
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Manulife Financial March 2006 - March 2012
Education
Queen's University
Textron Systems June 2014 - Present
Northeastern University September 2011 - May 2014
Elizabeth Arden May 2013 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
BJ's Wholesale Club January 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Access, Training, SAP, Analysis, Process Improvement, Customer Service
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
SABA PLATINUM DIRECTOR January 2013 - Present
The Traveling Diva February 2009 - Present
Angela Stevens Ministries International September 1998 - Present
Angela Stevens, CCP September 1998 - Present
New Life Christian Center April 1994 - Present
Stevens Carpet September 1999 - May 2002
John Hancock Life Insurance Company (U.S.A.) September 1982 - October 1989
Skills
Leadership Development, Public Speaking, Executive Coaching, Entrepreneurship, Coaching, Preaching, Life Coaching, Teaching, Training, Event Planning, Sales, Workshop Facilitation, Personal Development, Organizational..., Lifestyle Coaching, Nonprofits
Education
Certified Coaches Federation 2011 — 2011
Certificate, Life Coach Certification
Oral Roberts University 2004 — 2005
Charismatic Life And The Healing Ministry
Victory Bible Institute 1994 — 1995
Charismatic Foundations
Connors State College 1976 — 1977
English
Muskogee High School 1971 — 1974
High School Diploma
Keen Advisor Group 2010 - Present
The Strategic Financial Alliance September 2004 - Present
Keen Insight Group May 2001 - May 2010
Professional and Business Financial Services, Inc. June 1983 - May 2001
John Hancock Life Insurance Company (U.S.A.) 1960 - 1983
Skills
Financial Advisory, Retirement Planning, Investment Advisory, Wealth Management, Social Security, Planning for the Single..., End of Life Planning, Helping Families..., Financial Analysis, Financial Planning, Financial Services, Financial Risk, Policy Review, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Preservation, Wealth Transfer, Asset Management, Asset Allocation, Asset Protection, Succession Planning, Life Insurance, Disability Insurance, Legacy Giving, Retirement Plan..., Retirement Savings, Qualified Retirement..., 401k Rollovers, IRAs, Fixed Annuities, Variable Annuities, Indexed Annuities, Charitable Gift..., Charitable Giving, Charitable Gift Planning
Education
Northwest Missouri State University 1974 — 1976
Associate's degree, Financial Planning and Services
Newport High School, Newport Kentucky 1955 — 1958
Academic Diploma, General Studies
Sandia National Laboratories June 2013 - Present
Cowboy Technologies 2011 - June 2013
Parking and Transit Services September 2009 - April 2013
Oklahoma State University August 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Green Country Trader March 2007 - December 2009
Skills
PowerPoint, Time Management, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Teamwork, Event Planning, Management, Financial Analysis, Leadership, Microsoft Office, Statistics, Analysis, Teaching, Economics, Customer Service, Linear Programming, Accounting, Marketing, Access, Market Research, Research
Education
Oklahoma State University 2011 — 2013
Masters in Business Administration
Oklahoma State University 2008 — 2011
Bachelor of Science
InterSystems 2015 - Present
Vistaprint August 2014 - December 2014
Biogen Idec 2012 - 2014
Professional Staffing Group 2011 - 2012
Henry Elliott & Company, Inc 2007 - 2010
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Skills
Technical Recruiting, Staffing Services, Healthcare IT, Software Industry, Technology Development, Talent Acquisition, Healthcare Information..., Internet Recruiting, Applicant Tracking..., Recruiting, SEO, Temporary Placement, Leadership, Onboarding, Human Resources, Biotechnology, College Recruiting, Executive Search, Interviews, Sourcing, Management, Talent Management, Strategy
Education
Norwich University 2000 — 2004
Bachelor of Science: Business Administration, Management
Xaverian Brothers High School 1997 — 2000
John Hancock Financial Services April 2015 - Present
Irepress 1998 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - April 2015
MFS Investment Management February 2006 - March 2008
Dana-Farber Cancer Institute January 2004 - January 2006
Skills
Project Management, Customer Service, Outlook, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Business Development, Staff Development, HTML, Financial Analysis, Insurance, Investments, Financial Services
Education
Northeastern University 2002 — 2005
BS, Music Business/Business Admin
UMass Lowell 1999 — 2002
Management Information Systems, General
LPL Retirement Partners June 2014 - Present
Pioneer Investments January 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) November 2005 - December 2012
John Hancock Life Insurance Company (U.S.A.) 2005 - 2009
Skills
Retirement Planning, 401k, Retirement, Series 7, Investments, Financial Services, Mutual Funds, Wealth Management, Series 63, Series 6, Sales, AIF
Education
Providence College 1998 — 2002
Bachelor, Economics
Emerging Asia Capital Partners November 2012 - Present
KT Zmico Securities Company Limited May 2011 - November 2012
KT Zmico February 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) July 2008 - May 2009
Skills
Mergers, Financial Modeling, Valuation, Due Diligence, Excel, English, PowerPoint, Microsoft Office, Financial Analysis, Word, Microsoft Excel, Investment Banking, Mergers & Acquisitions, Microsoft Word, Project Finance, Bloomberg, Economics, Equities, Fixed Income, Emerging Markets, Private Equity
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business Administration, International Finance
The Hong Kong University of Science and Technology 2009 — 2010
Business and Management Exchange Program, International Finance
The Shanghai American School
High School
Berkshire Hathaway Specialty Insurance May 2014 - Present
Berkshire Hathaway Specialty Insurance September 2013 - May 2014
Northeastern University October 2010 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Dana Farber Cancer Institute January 2011 - June 2011
Skills
Microsoft Office, Fundraising, Non-profits, PowerPoint, Social Media, Microsoft Excel, Data Entry, Software Documentation, Sales, Data Analysis, Access, Program Management, Research
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Mathematics and Economics, Cum Laude
Ameriprise Financial Services, Inc. March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) March 2005 - March 2010
Education
Ohio Northern University 2000 — 2004
accounting, Business
State Street June 2014 - Present
State Street July 2013 - December 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
A123 Systems July 2011 - December 2011
Skills
SQL, Java, Data Analysis, Requirements Analysis, Microsoft Office, Business Intelligence
Education
Northeastern University 2009 — 2014
Computer Science, Business
Gameface Media June 2014 - Present
John Hancock Financial Services May 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) January 2012 - May 2013
J.H. Cohn LLP November 2010 - February 2012
Constitution Advisors, LLC May 2009 - August 2009
Glastonbury Hills Country Club March 2004 - May 2009
Skills
Accounting, Auditing, QuickBooks, Tax, Internal Audit, Tax Preparation, CPA, Financial Statements, GAAP
Education
Suffolk University - Sawyer Business School 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Providence College 2006 — 2010
Bachelor of Science, Accountancy
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Skills
Process Improvement, Project Management, Hardware, Change Management, Networking, Technical Support, Help Desk Support, Management, Security, Customer Service, XP, Troubleshooting, Business Analysis, Vendor Management, Software Documentation, SDLC, Program Management, Active Directory, IT Strategy, Service Delivery, Business Process...
Education
Northeastern University 1985 — 1990
b.s., economics
Nagai Associates June 2015 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2015
John Hancock Financial Services 2008 - August 2010
Education
Princeton University
AB
State Farm Insurance November 2007 - Present
AIG January 2007 - November 2007
Hartman Management L.P. & Advanced Equities, Inc. August 2005 - August 2006
SEI Investments April 2004 - May 2005
Invesco December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 2000
Skills
Mutual Funds, Insurance, Fixed Annuities, Life Insurance, Leadership, Financial Services, Mergers & Acquisitions, Banking, Sales, CRM, Pensions, Alternative Investments, Financial Advisory, Marketing, Investments, Retirement Planning, Variable Annuities
Education
Ohio University 1987 — 1991
BBA, Finance
Dublin Coffman High School 1983 — 1987
Dell August 2013 - Present
LeapFrog Systems February 2013 - August 2013
TJX July 2012 - February 2013
Avid Technology February 2012 - July 2012
Mercer HR Services July 2006 - February 2012
Camiant 2009 - 2011
softscape 2006 - 2006
Fidelity 2004 - 2006
Workscape 2002 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 2002
Skills
SDLC, Insurance, Vendor Management, MS Project, Data Analysis, Business Analysis, Systems Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Access, Requirements Gathering, Requirements Analysis, Management, Business Requirements, Visio, Training, Knowledge Management, Outsourcing, Business Process..., Business Process, Software Documentation, Agile Methodologies, Business Intelligence, Process Improvement, Integration, Databases, PMP
Education
Northeastern University 1972 — 1977
Bachelor's degree, Secondary Education and Teaching
Large Global Insurance Company February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2012 - February 2013
Manulife Financial July 2010 - July 2012
Manulife (John Hancock) July 2007 - November 2010
President's Choice Financial, CIBC August 2004 - July 2007
TD Canada Trust 2000 - 2004
Vale Inco June 1995 - January 1999
Skills
Business Analysis, Business Process..., PMP, Requirements Gathering, Business Requirements, Requirements Analysis, CIOs, Information Technology, Information Systems, Information Security, Management, Project Delivery, Project Management, Chartered Financial..., MBA, Engineering, Systems Engineering, Mechanical Engineering, Strategic Planning, IT Strategy, IT Management, IT Service Management, IT Operations, IT Outsourcing, IT Solutions, Information Technology...
Education
Queen's University School of Business 1999 — 2000
MBA, Operations
Queen's University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Engineering
UHS
Delaware Life Insurance Company February 2015 - Present
Delaware Life Insurance Company August 2013 - February 2015
Sun Life Financial January 2012 - August 2013
Sun Life Financial August 2005 - January 2012
Sun Life Financial June 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) September 1995 - June 2000
Education
Pennsylvania State University 1991 — 1995
Bachelor of Science, Mathematics (Actuarial Science Option)
Blue Cross Blue Shield of Rhode Island June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2009
McKesson Health Solutions December 2006 - October 2007
Tufts Health Plan 1996 - 2006
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing
Education
Providence College 1992 — 1996
Cabot Corporation September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - 2014
John Hancock Life Insurance Company (U.S.A.) 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Houghton Mifflin 1999 - 2008
Prism Rehab 1998 - 1999
Putnam Investments 1997 - 1998
Payette Associates 1996 - 1997
Skills
Executive Pay, Deferred Compensation, HRIS, Performance Management, Mergers, 401k, Process Improvement, Payroll, Data Analysis, Vendor Management, Management, Compensation & Benefit
Education
Providence College 1992 — 1996
BA
John Hancock Life Insurance Company (U.S.A.) 2005 - Present
John Hancock RIRS October 2005 - November 2009
BlackRock December 2002 - October 2005
Scudder Investments July 1997 - April 2002
scudder 1997 - 2002
Skills
Series 7, Series 63, Life Insurance, Investments, Mutual Funds, Series 6
Education
Northern Arizona University 1992 — 1995
Sociology, Advertising
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Red Hat May 2014 - Present
Ricoh Business Solutions August 2009 - May 2014
Ricoh Business Systems 2007 - 2009
Fidelity Investments June 2005 - June 2006
Standard & Poor's June 2003 - April 2005
Fidelity Investments 2002 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Investors Bank & Trust 1998 - 1999
Skills
Document Management, Virtualization, Microsoft SQL Server, Active Directory, System Administration, Vendor Management, Business Analysis, Networking, VoIP, Salesforce.com, Business Process, Cloud Computing, Managed Services, Disaster Recovery, Technical Support, Professional Services, Servers, Cross-functional Team..., SaaS, XP, Solution Selling, Enterprise Software, Microsoft Exchange, Testing, Training, Data Center, Hardware, Troubleshooting, Software Installation, Windows Server, Integration, IT Management, VMware, IT Strategy, Enterprise Architecture, VMware ESX, Quality Assurance, IT Operations, Network Administration, DNS, Sales Process, Requirements Analysis, Pre-sales, Operating Systems, Microsoft Certified..., Security, Visio, Cisco Technologies, IT Service Management, Project Management
Education
Northeastern University
MIS
Citi April 2014 - Present
Citi March 2009 - April 2014
Syniverse Technologies 2004 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2004
ADP 1989 - 2001
Skills
Process Improvement, SQL, Project Management, SDLC, Unix, Strategic Planning, Business Analysis, Requirements Analysis, Risk Management, Business Intelligence, Software Development, Microsoft SQL Server, SharePoint, Visio, Banking, Quality Assurance, Analysis, Vendor Management, Access, Leadership, Software Project..., IT Strategy, IT Management, Telecommunications, Integration, Agile Methodologies, Requirements Gathering, Data Warehousing, Software Documentation, Enterprise Architecture, Databases, PMO, Business Process, Business Process..., Oracle, PMP, Systems Analysis, Disaster Recovery, Project Portfolio..., User Acceptance Testing, Business Requirements, Solution Architecture, ITIL, ERP, Testing, Enterprise Software
Education
Pontificia Universidad Católica Madre y Maestra 1981 — 1986
Bachelor's, Computer Science
Instituto San Juan Bautista de la Salle 1976 — 1981
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) August 2010 - June 2012
John Hancock July 2008 - July 2010
John Hancock July 2007 - April 2008
Aviva Life Insurance July 2006 - June 2007
John Hancock June 2005 - June 2006
Skills
Actuarial Science, Finance, Life Insurance, Financial Modeling, Insurance, Financial Analysis, Risk Management
Education
Northeastern University 2003 — 2008
Bachelor of Science, Mathematics; Economics Minor
Provenance Wealth Advisors November 2014 - Present
John Hancock October 2008 - November 2014
John Hancock Life Insurance Company (U.S.A.) October 2008 - November 2014
Skills
New Business Development, Public Speaking, Social Media, Strategy, Retirement Planning, Strategic Planning, 401k, Employee Benefits, Financial Planning, Wealth Management, Financial Analysis, Retirement, Series 63
Education
Nova Southeastern University 1989 — 1991
Master's degree, Education, Graduate
St. Brendan
St. Brendan
Charles St. AME Church October 2008 - Present
John Hancock Financial Services July 2006 - Present
Boston Pops Gospel Chorus, NEC Millennium Chorus, Boston Community Choir September 1997 - Present
John Hancock Life Insurance Company (U.S.A.) 1996 - 2012
IBM July 2003 - June 2006
Boston Edison (NSTAR) January 1985 - December 1994
Skills
Excel, SDLC, Windows 7, iPad, TCP/IP, Active Directory, Blackberry, Choral Conducting, Laptops, Microsoft Excel, Operating Systems, Routers, Software Documentation, Technical Support, Testing, XP
Education
Northeastern University 1975 — 1980
Bachelor, Electrical Engineering
Amity Regional High School 1972 — 1975
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
Raytheon October 2010 - June 2011
Best Doctors July 2009 - October 2010
Fidelity Investments March 2006 - July 2009
Ernst & Young 1999 - 2005
Skills
Corporate Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Modeling, General Ledger, Process Improvement, US GAAP, Accounts Payable
Education
Providence College 1995 — 1999
BS, Accounting
CH Robinson March 2002 - Present
Kojo Worldwide January 2000 - February 2002
John Hancock Life Insurance Company (U.S.A.) June 1998 - January 2000
Skills
Transportation..., Logistics Management, 3PL, Warehouse Management, Transportation, Freight, LTL, Shipping, Supply Chain Management, Logistics, Supply Chain Consulting, Supply Chain..., Truckload, Freight Forwarding, Supply Chain, Warehousing, Container, Air Freight
Education
Point Loma Nazarene University 1994 — 1998
Bachelor's degree, Business Administration, Management and Operations
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
John Hancock June 2007 - December 2010
John Hancock June 2006 - June 2007
John Hancock September 2002 - June 2006
Providence College September 2000 - June 2002
American Express Financial Advisors June 1999 - June 2000
Skills
Microsoft Office, Requirements Analysis, PMO, Business Process, Excel, Budgets, Business Analysis, Data Analysis, Management, Microsoft Excel, PMP, Portfolio Management, Project Management, Strategic Planning, Training, SDLC, Leadership, Financial Services, Process Improvement
Education
Providence College - School of Graduate Studies 2000 — 2002
MBA
Providence College 1994 — 1998
BA, Psychology
Yerba Buena Financial Partners, LLC August 2015 - Present
State Farm Agent Lara Mahlik October 2014 - August 2015
John Hancock Life Insurance Company (U.S.A.) November 1998 - June 2003
Skills
Life Insurance, Fixed Annuities, 401k, Series 6, Series 63, Series 7, Retirement Planning, Mutual Funds, Long-term Care, Retirement, IRAs, Term Life Insurance, Sellers, Referrals, Estate Planning, Listings, Relocation, Real Estate, Development of..., Marketing Communications, Direct Sales, Sales Management, Advertising Sales, Sales Promotion, Underwriting, Mortgage Lending
Education
Penn State University
Bachelor of Science (B.S.), Marketing
Euro-Pro (creator of the Shark and Ninja brands) 2014 - 2015
Computer Sciences Corporation January 2011 - August 2014
Eze Castle Software 2010 - 2011
Molina Healthcare 2010 - 2010
Avenue 100 Media Solutions April 2009 - September 2009
UMass Med Center for Health Care and Financing December 2008 - September 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - December 2008
Concord Group Insurance February 2006 - May 2008
Blacksmith Applications Inc August 2005 - January 2006
Blue Cross Blue Shield March 2005 - July 2005
Skills
T-SQL, SQL Server, DTS, Sybase, SSIS, SSRS, OLAP, Stored Procedures, Data Warehousing, ETL, Databases, Business Intelligence, SQL, Data Modeling, SSAS, Data Marts, Requirements Analysis, Cubes, Data Mining, Database Development, Data Integration, Database Design, Analysis Services, Database Administration, Oracle SQL, Dimensional Modeling, Performance Tuning, SharePoint, Data Warehouse..., Data Quality, Business Intelligence..., Datastage, Data Migration, Star Schema, MDX, PL/SQL, Relational Databases, Data Analysis, SQL Tuning, MySQL, SQL Server 2000-2008, XML, Data Cubes, Database Storage RAID..., Microsoft SQL Server, Oracle, .NET, Visual Studio, Visio, TFS
Education
Oklahoma City University 1998 — 2000
MS, Computer Science
LIU August 2008 - Present
Westchester March 2004 - August 2008
Harford Insurance 2002 - 2004
Firemans Fund Insurance Company 1996 - 1997
Atlantic Mutual 1990 - 1997
John Hancock Life Insurance Company (U.S.A.) October 1985 - August 1990
Skills
Excess, Casualty, Umbrella Insurance, Brokers, Underwriting, Risk Management, Legal Liability, Property & Casualty..., General Insurance, Financial Risk, Insurance, Workers Compensation, D&O, Liability, Professional Liability, Claim, Commercial Lines, Commercial Insurance, Claims Management, Reinsurance, Casualty Insurance
Education
Purdue University 1980 — 1985
Bachelor of Science, Finance
Country Bank January 2011 - Present
Central One Federal Credit Union November 2008 - November 2010
Bank of America October 2000 - November 2008
MetLife 1998 - 2000
Aetna Life & Casualty 1995 - 1998
John Hancock Life Insurance Company (U.S.A.) 1989 - 1991
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Banking, Retail Banking
Education
Providence College 1976 — 1979
BA, Liberal Arts
Classical High 1968 — 1972
College Prep
St. Charles 1961 — 1969
Hahn Ace Hardware August 2013 - Present
Target July 2012 - July 2013
Target December 2011 - June 2012
Target Corporation August 2010 - December 2011
Smith Barney January 2009 - April 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - August 2008
Education
Northwestern University 2009 — 2010
Master of Arts, Sports Administration
Northwestern University 2005 — 2009
Bachelor of Arts, Economics
Federated Insurance 2012 - Present
Genworth Financial December 2009 - January 2011
ING 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
MEDITECH 2003 - 2006
Skills
Mutual Funds, Sales, Insurance, Management, Fixed Annuities, Financial Services, Marketing, Investments, Retirement Planning
Education
Providence College 1999 — 2003
BA, Psychology
Seacoast Family Food Pantry June 2014 - Present
Seacoast Family Food Pantry June 2014 - Present
John Hancock Financial Services October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2013 - October 2013
John Hancock Financial Services November 2011 - January 2013
contractor August 2007 - November 2009
Skills
Quality Assurance, Call Centers, Lotus Notes, Windows, Microsoft Office
Education
Control Data Institute
certificate, Computer Programming
Northern Virginia Community College
Town of Candia NH November 2014 - Present
Town of Candia, NH May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) September 1995 - November 1999
John Hancock Life Insurance Company (U.S.A.) September 1992 - August 1995
MassMutual Financial Group September 1990 - August 1992
Skills
Training
Education
Plymouth State University
BS, Business/Marketing
Southern New Hampshire University
MBA, Business/Marketing
Blue Cross Blue Shield September 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - July 2009
South Shore Hospital August 2005 - August 2008
Bank of America August 2004 - May 2005
Fleet Boston February 1999 - August 2004
Bank of Boston May 1976 - February 1996
Education
Providence College 1971 — 1975
BA, Economics
Leo Brokerage March 2011 - Present
Lincoln Financial Network April 2006 - February 2011
Lincoln Financial Group January 2000 - March 2006
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 1999
Skills
Fixed Annuities, Insurance, Sales, Retirement, Retirement Planning, Estate Planning, Life Insurance, Competitive Intelligence, Business Planning, Financial Planning, New Business Development, Relationship Management, Financial Services, Financial Advisory, Annuities, Sales Management, Public Speaking, Product Development, Index Universal Life..., Advanced Case Design, Case Analysis, Due Diligence, High Net Worth..., Financial Planners, Wealth Management..., Product Marketing, Trust Owned Life..., Marketing, Management
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
Plymouth State University 1994 — 1998
BS Marketing, Financial Management, Economics
John Hancock Financial Services April 2009 - Present
John Hancock Life Insurance Company (U.S.A.) October 2001 - April 2009
Skills
Insurance, Call Centers, Retirement, Pensions, Business Analysis, Relationship Management, Business Requirements, Process Improvement, Customer Service, Requirements Gathering, Vendor Management, Customer Experience, Microsoft Excel, Software Documentation
Education
Northeastern University
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
The Hartford February 2010 - August 2012
Merrill Lynch June 1999 - 2010
Skills
Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 65, IRAs, CRPC, Investments, Series 7, Series 9, Series 10, Finance
Education
University of Louisiana at Lafayette 1996 — 1999
Bachlor of Arts, Public Relations/Marketing
Oregon State University 1993 — 1994
Forestry
VMTurbo August 2015 - Present
Forrester Research November 2011 - August 2015
EMC February 2011 - October 2011
EMC January 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) June 2006 - January 2010
Skills
Relationship Management, Account Management, Sales, Exceeding Quotas, Sales Prospecting, Team Leadership, Organizational..., Oral & Written..., Multitasking Skills, Critical Thinking, Problem Solving, Customer Service, Financial Services, Salesforce.com, Market Research, SaaS
Education
Providence College 2002 — 2006
BS, Finance
Collins Pipe & Supply Co., Inc. June 2010 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - June 2010
Education
Northeastern University 2002 — 2007
Marketing and Finance
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
Squar Milner December 2012 - Present
Radiant Technologies September 2011 - July 2012
MIT June 2010 - July 2011
Institute for Healthcare Improvement July 2009 - December 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
Skills
Accounting, Accounts Receivable, Financial Accounting, Tax, Financial Reporting, Internal Controls, US GAAP, GAAP, Auditing, Microsoft Excel, Microsoft Office
Education
University of San Diego 2011 — 2012
Master of Science, Accountancy
Northeastern University 2006 — 2011
Bachelor of Science, Dual Major in Finance and Accounting
State Street September 1997 - February 2009
John Hancock Life Insurance Company (U.S.A.) September 1983 - March 1997
Education
Northeastern University 1969 — 1974
BS, Business Administration
Control Data
Certificate, Computer Programming
Granite Telecommunications September 2010 - Present
Blue Cross Blue Shield of Massachusetts June 2010 - September 2010
Northeastern University Disability Resource Center June 2007 - May 2010
American Chinese Christian Educational & Social Services January 2009 - July 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - August 2008
NU Calling June 2006 - August 2006
Receiving Dock @ Children’s Hospital Boston June 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Customer Service, Outlook
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Harvard Management Company September 2014 - Present
Harvard Management Company October 2012 - August 2014
State Street Bank June 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Fund Accounting, Bloomberg, Corporate Actions, Securities, Fixed Income, Mutual Funds, Bank Reconciliation, NAV Reconciliation
Education
Providence College 2007 — 2011
Bachelor of Arts, Business Economics & Political Science
Saint John's High School 2004 — 2007
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) November 2007 - December 2011
Modern Equipment Sales & Rental Company February 2006 - September 2007
Skills
Insurance
Education
Penn State University 2001 — 2005
B.A., Liberal Arts
Great American Produce December 2012 - Present
The Duke Company December 2010 - October 2012
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
Boca Theater and Automation 2008 - 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Word, Microsoft Office, Access, Apple, AutoCAD, Photoshop, Digital Photography, Digital Marketing, Computer Security, Programming, HTML, Windows, Sales, Public Speaking, Outlook, OS X, Customer Service
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Marketing, and Insurance, 3.5
Honeoye Falls-Lima High School 2002 — 2005
95
John Hancock Life Insurance Company (U.S.A.) July 2007 - Present
Skills
Unix, SDLC, Microsoft SQL Server, Agile Methodologies, SQL
Education
Northeastern University 2001 — 2007
MIS, Business
Blue Cross Blue Shield of Massachusetts July 2009 - Present
Blue Cross Blue Shield of Massachusetts August 2005 - July 2009
Northeastern University 2005 - April 2005
John Hancock Life Insurance Company (U.S.A.) October 2000 - December 2004
John Hancock Life Insurance Company (U.S.A.) February 1998 - October 2000
Skills
FM/2, P/1, Actuarial Exams, Access, SAS, SAS programming, VBA, Microsoft Excel, Microsoft Office, Microsoft SQL Server
Education
Northeastern University 2002 — 2005
Masters of Science, Mathematics - Statistics, 3.556
St. Olaf College 1996 — 1996
Budapest Semester in Mathematics
University of Massachusetts Boston 1991 — 1996
Bachelor of Arts, Mathematics, 3.16
Farm Bureau Insurance of Michigan December 2014 - Present
Citi July 2003 - August 2014
Fidelity Investments January 1997 - April 2002
John Hancock Life Insurance Company (U.S.A.) July 1995 - January 1997
Skills
SQL, SDLC, Business Analysis, Oracle, Software Project..., Requirements Analysis, .NET, Windows Server, Agile Methodologies, Financial Services, Release Engineering, Visual C#, Release Management, Change Control, Change Management, TFS, Agile & Waterfall..., Management, Software Development
Education
Northeastern University 1992 — 1993
MIS
Partners Healthcare November 2011 - Present
MIT Lincoln Laboratory July 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) July 2008 - March 2010
Northeastern University January 2007 - June 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science, Computer Engieering
Gardiner Area High School 2002 — 2006
John Hancock Life Insurance Company (U.S.A.) 2001 - Present
Fidelity Investments July 1998 - July 2001
State Street June 1997 - December 1997
Northeastern University January 1995 - December 1995
Northeastern University September 1994 - January 1995
Skills
System Administration, Mutual Funds, Investments, Insurance, Financial Modeling, Securities, Financial Services, Portfolio Management, Risk Management, Equities, Asset Managment
Education
Northeastern University 1993 — 1998
Bachelor of Science, Finance and Insurance
The Guardian Life Insurance Company of America August 2008 - July 2012
John Hancock Life Insurance Company (U.S.A.) November 1988 - August 2008
Skills
Retirement Plan..., Series 7, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Asset Allocation, Wealth Management, Financial Services, ERISA, Pensions, Defined Benefit, Employee Benefits, 401k, Financial Advisory, Investments, Retirement, Wine Tasting
Education
Wake Forest University School of Law 1977 — 1980
JD, Law
Oregon State University 1974 — 1977
BS, Accounting and Finance
Liberty Mutual June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) October 1988 - June 2006
Education
Northeastern University School of Law 1977 — 1980
JD, Law
S3- Shared Service Solutions, LLC November 2012 - Present
Waste Management, Inc. July 2011 - November 2012
Sirius XM Radio Inc. April 2011 - July 2011
FINRA August 2007 - March 2011
Arbitron September 2002 - August 2007
GE Capital August 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) August 1999 - August 2001
Bank of America November 1997 - August 1999
Skills
Call Center, Compliance, Vendor Management, Customer Service, Process Improvement, Customer Experience, Project Management, Operations Management, Salesforce.com, Team Building, Contact Centers, Workforce Management, Training, Strategic Planning, International Project..., Quality Assurance, Coaching, Change Management, Team Management, Human Resources, Team Leadership, Employee Engagement, Performance Management, Cross-functional Team..., Strategy, Sales, Visio, Outsourcing, Analysis, Budgets, Account Management, Customer Satisfaction, Management, Employee Training, Market Research, Business Analysis, Program Management, Leadership, Forecasting, Call Centers, Business Process..., Marketing, Access, Executive Management, CRM, Policy, Risk Management, Teamwork, Recruiting, Data Analysis
Education
Old Dominion University
BA, History
John Hancock Life Insurance Company (U.S.A.) October 1998 - April 2011
Ernst & Young 1994 - 1998
US Army 1985 - 1988
Skills
Accounting, Account Reconciliation, Financial Accounting, Training & Development, Documentation, Microsoft Office, Lawson, Essbase, Learning, SOX, Research, Analysis, Goal Oriented, Teamwork, Diversity, Fast Learner, Listener, Integrity, Adaptability, Results Oriented, Financial Analysis, Risk Management, Tax, Internal Controls, Auditing, Financial Services, Financial Reporting, Financial Modeling, Leadership, Insurance, Due Diligence, Process Improvement
Education
Northeastern University 1999 — 2002
Associate's degree, Management Information Systems, General
Memphis State University
State Street December 2014 - Present
John Hancock Financial Services July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Access, Actuarial Science, Financial Analysis, Risk Management, Data Analysis
Education
Northeastern University 2010 — 2013
Bachelor of Science (B.S.), Economics
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
John Hancock Life Insurance Company (U.S.A.) January 2000 - Present
John Hancock Retirement Services 2000 - Present
Transamerica Retirement Solutions August 1997 - February 2006
Skills
401k, Retirement Planning, Series 6, Series 63
Education
Penn State University 1985 — 1989
John Hancock Life Insurance Company (U.S.A.) July 2012 - Present
UNDP July 2011 - July 2012
Education
Northeastern University 2009 — 2013
BSc, Management, Entrepreneurship, International Affairs, Women's Studies
Reliance Standard June 2012 - Present
Penn State University January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Penn State University August 2008 - December 2009
Skills
SAS, R, Statistics, VBA, Data Analysis, Statistical Modeling, Quantitative Analytics, Access, Quantitative Finance, Matlab, Economics, Microsoft Excel, SAS programming
Education
Penn State University 2008 — 2012
Mathamatics, Actuarial Science
Actuarial Exams completed
MetLife October 2012 - Present
MetLife July 2007 - October 2012
John Hancock Life Insurance Company (U.S.A.) February 2005 - July 2007
Skills
Analytics, Insurance, Financial Modeling, Analysis, Business Analysis, Access, Financial Analysis, Lotus Notes, Data Analysis, CRM, Business Analytics, Business Intelligence, Financial Services, Retirement Planning, Life Insurance, Marketing Strategy, Business Strategy, Project Management, Strategic Planning, Term Life Insurance, Segmentation, Fixed Annuities, Data Mining, Investments, Financial Forecasting, Microsoft Excel, Microsoft Office, Microsoft Word, Microstrategy, PowerPoint, Variable Annuities, Disability Insurance, Long Term Care Insurance, Vlookup, Pivot Tables, Wealth Management..., Mutual Funds, Whole Life, Universal Life, Internet Leads, Direct Sales, Key Performance..., Trend Analysis, Collaboration, Queries, Research, Tableau, Hyperion EPM, Digital Marketing, Web Analytics
Education
Northeastern University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
At Home Real Estate October 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2006 - June 2010
Daniels Law Offices April 2000 - 2005
Skills
Findur, Bloomberg,...
Education
UMass Boston 2002 — 2004
Bachelor of Arts (B.A.), Economics/ Finance
Northeastern University
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
Skills
Long-term Care, Long Term Care Insurance, Term Life Insurance, Financial Reporting, Financial Services
Education
Northeastern University 2010 — 2012
Bachelor's degree, Accounting and Finance
Armor Compliance March 2012 - Present
Bingham McCutchen LLP July 2006 - March 2012
K&L Gates July 2004 - July 2006
John Hancock Life Insurance Company (U.S.A.) 1995 - July 2004
Education
Northeastern University
John Hancock Life Insurance Company (U.S.A.) February 2008 - Present
John Hancock Life Insurance Company (U.S.A.) May 2006 - February 2008
John Hancock Life Insurance Company (U.S.A.) February 1999 - May 2006
BankBoston April 1997 - October 1998
Gray, Gray & Gray Certified Public Accountants 1996 - 1996
LTX Corporation 1994 - 1994
Skills
Financial Analysis, Securities, Financial Services, Bloomberg, Camra, Crystal Reports, Trepp, Business Objects, Maximis, Eagle Star, SimCorp, Essbase, Auditing, Fixed Income, Account Reconciliation, Accounting, Finance, Derivatives, Analysis, Portfolio Management
Education
Northeastern University 1991 — 1996
Bachelor of Arts (B.A.), Accounting, 3.3