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
Portfolio Wealth Advisors January 2014 - Present
Portfolio LLC September 2009 - December 2013
Red River Advisors LLC September 2009 - December 2013
Charles Schwab 1997 - 2009
John Hancock Life Insurance Company (U.S.A.) August 1995 - October 1997
InterSecurities AEGON Insurance Group January 1990 - July 1995
Marine Midland Bank 1984 - 1990
Southwestern Company 1974 - 1976
Skills
Retirement Planning, Investments, Asset Management, Asset Managment, Estate Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Fixed Income, Financial Modeling, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Investment Management, Insurance, Finance, Securities, Mutual Funds, Retirement, Hedge Funds, Trading, Financial Advisory, Series 63, Options, Financial Risk, Personal Finance, Wealth Management..., Financial Planning
Education
University of Oklahoma 1976 — 1979
B.A., Political Science - Pre Law
Texas State University 1974 — 1976
Bachelor’s Degree, Political Science
Sam Houston State University 1973 — 1974
Bachelor’s Degree, Business/Commerce, General
Independent Broker Dealer January 2013 - Present
Bankers Life and Casualty September 2002 - Present
John Hancock Life Insurance Company (U.S.A.) 1997 - 2002
Skills
IRAs, Strategic Financial..., Sales, Long Term Care Insurance, Investments, 401k, Whole Life, Sales Management, Term Life Insurance, Leadership, Wealth Management, Series 7, Forecasting, Universal Life, Finance, Risk Management, Organization, Training, Coaching, Public Speaking, Financial Planning, Life Insurance
Education
Rutgers, The State University of New Jersey-Camden 2002 — 2006
Master of Business Administration (MBA)
Rider University 1994 — 1997
Bachelor of Science (BS), Finance, General
Acorn Finacial Services January 2005 - Present
John Hancock Life Insurance Company (U.S.A.) 1995 - 2011
Education
Saint Joseph's University 1990 — 1994
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1994
BS, Finance
Language Stars July 2014 - Present
Language Stars August 2012 - July 2014
channelIQ March 2011 - July 2011
Executive Education at Loyola June 2010 - May 2011
John Hancock Life Insurance Company (U.S.A.) May 2010 - July 2010
China Minsheng Banking Corp.ltd January 2008 - August 2008
Bank of China July 2007 - September 2007
Skills
Market Research, Customer Service, Business Analysis, Administrative..., Customer Support, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Mandarin, Teaching, Management, Public Speaking, Marketing, Leadership, Marketing Strategy, Microsoft Office, Research
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
M.B.A., Marketing
Tianjin University of Finance and Economics 2004 — 2008
B.B.A., Business Administration
MailChimp June 2015 - Present
MailChimp March 2015 - June 2015
Goizueta Business School April 2013 - February 2015
20th Century Fox July 2011 - June 2012
Alcon Entertainment Gospel Truth Pictures, LLC November 2010 - April 2011
Woodridge Productions Sony Pictures January 2009 - October 2010
Warner Bros. Entertainment Group of Companies Warner Specialty Productions September 2008 - December 2008
Tyler Perry Studios Tyler Perry Productions February 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) January 2006 - February 2008
Skills
Film Production, Entertainment, Video Production, Television, Event Planning, Final Cut Pro, Social Media, Video, Social Media Marketing, Producing, Facebook, Social Networking, Market Planning, Digital Media, Dreamweaver, Sales, Creative Writing, Business Development, Negotiation, Interviewing Skills, Film
Education
Samford University 2000 — 2004
Bachelor of Science, Social Science Secondary Education
United States Potato Board June 1992 - Present
John Hancock Life Insurance Company (U.S.A.) 1989 - 1992
Skills
Marketing Strategy, Strategic Planning, Management, Entrepreneurship, Social Media, Public Relations, Business Planning, Marketing Communications, Leadership, Marketing, Budgets, Start-ups, Market Research, Strategy, Business Strategy, Negotiation, Product Development
Education
Regis University 2001 — 2011
Bachelor’s Degree
CCTI 1992 — 1992
Certification
Bank of America Mortgage June 2012 - Present
Bank of America 2011 - August 2011
Sovereign/Santander Bank February 2011 - June 2011
Merrill Lynch 2000 - 2009
Merrill Lynch July 1998 - January 2000
John Hancock Life Insurance Company (U.S.A.) June 1981 - May 1997
Skills
Data Entry, Accounts Receivable, PowerPoint, Process Scheduler, Following Up, Banking, Outlook, Customer Service, Human Resources, Quality Assurance, Microsoft Excel, Invoicing, Accounts Payable, Administrative Support, Billing, Calendar, Conferences, Excel, Scheduling, Sharepoint, Telephone Skills, Problem Solver, Word, Risk Management, Time Management, Insurance, Budgets, Retail Banking, Mortgage Lending, Access, Sales, Travel Arrangements, Analysis, Credit, Finance, Software Documentation, Financial Analysis, Leadership, Administration, Teamwork, Research, Outlook 365 Web App, Recruiting, Microsoft Office, Loans, Team Building, Credit Analysis, Financial Services, Data Analysis, Business Analysis
Education
St. Peter's College 1993 — 1997
Business Management, Some College Credits
Bayamon, Puerto Rico 1972 — 1976
Business/General Studies, High School Diploma
RPM Real Estate Company December 2009 - Present
RPM Real Estate December 2009 - Present
Brokers' Risk Placement Service, Inc. December 2011 - July 2015
Dream Town Realty January 2009 - January 2012
Limo Envy December 2009 - July 2011
The Heartland Group December 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
Rizzo Realty Group January 2005 - January 2006
Skills
Property & Casualty..., Life Insurance, Health Insurance, Negotiation, New Business Development, Sales Management, Real Estate, Workers Compensation, Umbrella Insurance, Entrepreneurship, Sales Process, Property Management, Rentals, Investment Properties, First Time Home Buyer..., REO, Foreclosures, Sales, CRM, First Time Home Buyers, Marketing Communications, Leadership, Insurance, Customer Retention, Marketing, Team Building, Customer Service, Selling, Finance, Competitive Analysis, Investments, Time Management, Property, Contract Negotiation, Underwriting, Training, Small Business, Strategic Planning, Coaching, Brokerage, Strategic Financial..., Commercial Real Estate, Business Development, Real Estate Transactions, Investors, Mergers & Acquisitions, Mortgage Lending, Budgets, Cold Calling, Residential Homes
Education
Roosevelt University 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lake Zurich High School 1998 — 2001
University of New Hampshire May 2013 - Present
University of New Hampshire May 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2011
John Hancock Life Insurance Company (U.S.A.) August 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) August 2006 - August 2008
Jeb Bradley Relection Campaign April 2006 - August 2006
Skills
Microsoft Office, Event Management, Data Analysis, Microsoft Excel, Business Intelligence, Account Management, Leadership, Access, Fundraising, Program Management, Project Management, Nonprofits, Research, Analysis
Education
University of Maine 2004 — 2006
Bachelor's degree, Political Science and Government
Santa Barbara City College 2002 — 2004
Associate's degree, General Studies
John Hancock Financial Services Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
New England Financial May 2009 - August 2009
New England Financial May 2008 - May 2009
Skills
Series 7, Investments, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Series 6, 401k, Retirement, Retirement Planning, FINRA, Asset Allocation, Wealth Management, Defined Contribution, Profit Sharing, Qualified Retirement..., Sales Presentations, Defined Benefit, Retirement Plan..., Fixed Annuities
Education
Saint Anselm College 2006 — 2010
Psychology
John Hancock Financial Services December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - December 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) October 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) October 2007 - October 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2005
John Hancock Life Insurance Company (U.S.A.) May 2004 - May 2005
Reliance Management Consulting,Inc. February 2003 - May 2004
Skills
401k, Retirement, Mutual Funds, Finance, Securities, Relationship Management, Sales, Pensions, Financial Services, Management, Insurance, Asset Allocation, Financial Advisory, Series 6, Rollovers, Customer Service, Process Improvement, Fixed Annuities, IRAs, Wealth Management, FINRA
Education
The Partnership
Fellows Program
YMCA Young Achievers Award
Ryerson University 1998 — 2002
B-Comm, Accounting & Finance
Empower Retirement January 2015 - Present
Putnam Investments September 2014 - January 2015
SalesQuest September 2006 - September 2014
Fidelity Investments March 2001 - May 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2001
John Hancock Life Insurance Company (U.S.A.) October 1998 - January 2000
Putnam Investments January 1997 - October 1998
Putnam Investments September 1996 - January 1997
Skills
Essbase, Microsoft Excel, Financial Modeling, Team Building, Business Analysis, Forecasting
Education
Saint Anselm College
Bachelor of Arts (B.A.), Finance, General
John Hancock Financial Services November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) April 2005 - 2014
Insight 2004 - 2005
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Lotus Notes, RFP, Analysis, Contract Negotiation, Microsoft Excel, Contract Management, Data Analysis, Business Process..., Procurement, Visio
Education
Salem State College
Bachelor's degree, Business Administration and Management, General
Weindesign 2013 - Present
Iron Mountain 2015 - 2015
Liberty Mutual Insurance 2012 - 2013
John Hancock 2004 - 2011
John Hancock Life Insurance Company (U.S.A.) 1998 - 2004
Weinberger Design 1997 - 1998
Ingalls Advertising 1991 - 1996
Bentley University 1992 - 1992
Skills
Integrated Marketing, Creative Direction, Marketing Communications, Brand Management, Corporate Communications, Corporate Branding, Team Leadership, Creative Services, Marketing Strategy, Creative Strategy, Internal Communications, Concept Development, Sponsorship, Interactive Marketing, Direct Marketing, Advertising, Strategy, Brand Development
Education
Rhode Island School of Design
MFA, Graphic Design
Tufts University
BA/BFA, Art History/Fine Arts
Longevity Funding Solutions LLC December 2014 - Present
OneAmerica July 2009 - July 2013
John Hancock Life Insurance Company (U.S.A.) 2002 - 2009
The Guardian Life Insurance Company of America 1990 - 2002
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Whole Life, IRAs, 401k, Health Insurance, Series 6, Employee Benefits, Strategic Financial..., Series 7, Mutual Funds, Universal Life, Investments, Financial Advisory, Financial Services, Small Business, Finance, Financial Planners, Long Term Care Insurance, Series 63, FINRA, Securities, Roth IRA, Wealth Accumulation, Variable Annuities
Education
Saint Michael's College 1971 — 1975
Bachelor of Arts (BA) Cum Laude, Political Science
John Hancock Life Insurance Company (U.S.A.) 2002 - Present
Skills
Series 63, 401k, Retirement, Series 6, FINRA, Asset Allocation, Life Insurance, Retirement Plan..., Retirement Planning, Variable Annuities, Financial Services, Wealth Management, Insurance, Investments, Pensions, Employee Benefits, Securities
Education
Shorter University-College of Adult & Professional Programs
Shorter University-College of Adult & Professional Programs
New York Life & MainStay Investments January 2001 - Present
AXA Financial 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) June 1996 - 1998
Skills
Separately Managed..., ETFs, Series 7, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Financial Advisory, High Net Worth..., Fund Of Funds, Capital Markets, Municipal Bonds, Fixed Income, Equities, Series 6, Series 24, Securities, Investment Management, Series 65
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science, Finance/Economics
Quinnipiac University - School of Business 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Principal Financial Group April 2013 - Present
Principal Financial Group August 2011 - Present
Essential Group Service Inc. June 2006 - June 2011
Sun Life Financial February 2006 - May 2006
John Hancock Life Insurance Company (U.S.A.) April 2004 - October 2005
Allmerica Financial May 2000 - January 2004
Allmerica Financial July 1996 - April 2000
Skills
Problem Solving, Organizational..., Team Leadership, Change Management, Operations Management, Customer Service, New Business Development, Insurance, Customer Relations, Leadership, Financial Services, Employee Benefits, Process Improvement, Management, Life Insurance, Financial Planning, Business Analysis, Group Benefit Plans, Fixed Annuities, Variable Annuities, Retirement Benefits, 401k Rollovers, 401k Loans, 401k Plans
Education
Quinsigamond Community College 1976 — 1978
Associates, Secretarial Sciences
Global Atlantic Financial Group Limited June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - May 2014
PricewaterhouseCoopers, Beijing January 2005 - March 2005
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
No.1 Changzhou Middle/High School (Jiangsu)
Renmin University of China
Bachelor, Accounting
Suffolk University
Master, Accounting
CVS Caremark Corporation February 2011 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - January 2011
Rhode Island State Treasurer's Office May 2009 - August 2009
Binding Brauerei USA September 2008 - February 2009
Education
Sacred Heart University 2006 — 2010
BS, Business Management
Firelight Interactive Marketing Group October 2011 - December 2012
sanofi-aventis 1999 - 2005
John Hancock Life Insurance Company (U.S.A.) 1997 - 1999
Cable & Wireless Communications December 1996 - July 1997
Skills
Social Media Marketing, SEO, Content Writing, Blogging, Strategic Consulting, Direct Marketing, Direct Sales, Account Management, Marketing Strategy, Marketing, Social Media, Facebook, Strategy, Management, Online Marketing, Sales, Sales Operations
Education
San Diego State University-California State University 1994 — 1997
BA, Psychology
John Hancock Life Insurance Company (U.S.A.) 2008 - Present
Skills
Retirement Planning, Risk Management, Life Insurance, Mutual Funds, Fixed Annuities, Series 6, Insurance, Long-term Care, Over 10 years..., Strategic Financial..., Financial Planners, Retirement, Long Term Care Insurance, 401k, IRAs, Series 7, 401k Rollovers, Finance, Financial Planning
Education
Regent University
"MBA"
The College of New Jersey
BS, Small Business Administration/Management
USAA November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2009 - November 2014
USAA August 2007 - December 2008
Southwestern College 2006 - 2007
San Diego State University 2005 - 2007
The Retirement Group June 2005 - March 2006
Skills
Actuarial Science, Data Analysis, Statistics, SAS, ALM, Insurance, Financial Modeling, Valuation, Retirement Planning, Risk Management, Access, Microsoft Excel, Financial Risk, Reinsurance, Fixed Annuities, Life Insurance, Analysis
Education
San Diego State University-California State University 2005 — 2007
M.S., Mathematics
John Hancock Financial Services October 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - April 2010
John Hancock Financial Services December 2006 - June 2007
John Hancock Financial Services March 2006 - December 2006
Outback Steakhouse January 2001 - February 2006
Skills
Customer Service, Series 63, Financial Services, Business Analysis, Process Improvement, Insurance, Regulation 60, Powers of Attorney, Legal Documents, Conservatorships, Guardianship, Microsoft Office, Microsoft Excel, PowerPoint, Variable Annuities, Fixed Annuities
Education
University of Phoenix
Business Management
Salem State College 2001 — 2003
Psychology
Morgan Stanley February 2015 - Present
SS&C Technologies GlobeOp May 2011 - February 2015
Our Piece of the Pie 2007 - 2012
The Producers Firm - J.E.Goss LLC November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) March 2006 - November 2006
MassMutual Financial Group June 2005 - March 2006
Skills
Investments, Social Media, Insurance, Strategic Planning, Leadership, Program Management, Asset Managment, Financial Modeling, Asset Management, Investor Relations, Analysis, Fundraising, Accounting, Management, Mutual Funds, New Business Development, Sales, Finance
Education
Roger Williams University 2001 — 2005
BS, Business Marketing, Finance, Political Science
Vanguard July 2011 - Present
Vanguard January 2008 - July 2011
Vanguard March 2007 - January 2008
Vanguard February 2005 - March 2007
First Investors Corporation February 1999 - January 2005
John Hancock Life Insurance Company (U.S.A.) December 1997 - January 1999
Skills
FINRA Series 6, FINRA Series 63, Client-focused, Coaching, Operations Management, Reporting Metrics, Leadership, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Series 6, Financial Services, Asset Allocation, ETFs, 401k, Retirement, FINRA, Investments, Investment Strategies, Strategic Financial..., IRAs, Finance, Financial Advisory, Insurance, High Net Worth..., Process Improvement, 401k Rollovers
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2015
Master of Leadership Development (MLD)
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
MBA, New Ventures and Entrepreneurial Studies
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science, Finance
NCSY October 2009 - March 2015
ALA Scientific Instruments Inc. January 2013 - November 2013
Queens College May 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) December 2011 - March 2012
Soleymani Properties March 2009 - December 2011
Great Neck Senior Center March 2007 - June 2010
North Shore Hebrew Academy January 2005 - January 2010
Skills
Public Speaking, Research, Social Media, Community Outreach, Fundraising, Non-profits, Event Planning, Nonprofits, Social Media Marketing, Program Development, Program Management, Volunteer Management, Teaching, Entrepreneurship, PowerPoint, Editing, Microsoft Office
Education
Queen's College 2009 — 2012
Bachelor's Degree, Psychology and Business and Liberal Arts Honors Program
Queens College of the City University of New York 2009 — 2012
B.A, Psychology
Derech 2008 — 2009
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.) July 2006 - Present
Canada Life 2001 - 2004
Skills
Investments, Insurance, Mutual Funds, Financial Services, Retirement, Retirement Planning, Pensions, Wealth Management, Risk Management, Portfolio Management, Strategic Financial..., Relationship Management, Finance
Education
Ryerson University 1979 — 1982
Diploma, Social Work
Insurance Services & Technologies, Inc. May 1998 - Present
Claims Data Review / The Axiom Group October 1993 - May 1998
Quality Care Systems December 1990 - October 1993
Conservco April 1987 - December 1990
New York Life Insurance Company September 1984 - April 1987
Meeker, Sharkey and Moffatt April 1982 - September 1984
John Hancock Life Insurance Company (U.S.A.) July 1977 - April 1982
Skills
Workers Compensation, Insurance, Property & Casualty..., Claim, Managed Care, Claims Management, Risk Management, Legal Liability, Healthcare, Health Insurance, Commercial Insurance, Employee Benefits, Disability Insurance, Strategic Planning, Underwriting, Liability, Professional Liability, Brokers, Casualty, Subrogation, Medicare, Liability Analysis, Litigation Management, Casualty Insurance
Education
RPHS
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science
Metlife Premier Client Group of New Jersey, an Office of MetLife June 2001 - Present
John Hancock Life Insurance Company (U.S.A.) October 1987 - June 2001
Skills
Estate Planning, Retirement Planning, Retirement, Long-term Care, Insurance, Investments, Series 7, Fixed Annuities, Finance, Wealth Management, Mutual Funds, Life Insurance, Financial Analysis, Succession Planning, 401k, Disability Insurance, Business Planning
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Boston College February 2014 - Present
CAPS, Inc. July 2010 - Present
LTC Solutions, Inc. August 2007 - July 2009
Fallon Community Health Plan 2006 - 2007
Prudential Insurance 2001 - 2006
Metropolitan Life Insurance Company April 1998 - October 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Skills
Spanish, Public Speaking, Insurance, New Business Development, Employee Benefits, Sales Management, Sales, Business Development, Cold Calling, Long-term Care, Disability Insurance, Sales Process, Brokers, Management, Marketing Strategy
Education
Regis College 1977 — 1981
BA, Math/Spanish
Xaxis August 2013 - Present
Kinetic Social October 2011 - February 2013
Epic Media Group June 2011 - October 2011
Salesforce.com September 2010 - December 2010
Moores Clothing For Men May 2006 - December 2010
John Hancock Life Insurance Company (U.S.A.) September 2009 - May 2010
City of Brampton July 2009 - October 2009
RIM May 2009 - July 2009
Grand and Toy May 2007 - August 2007
Mark's August 2005 - February 2006
Skills
Salesforce.com, Sales, Project Management, Online Advertising, Microsoft Office, Microsoft Excel, Analysis, Databases, Advertising, Analytics, Business Analysis, MS Project, DoubleClick, Social Media Marketing, Outlook, Microstrategy, DART, Mediaplex, Eyeblaster, Tableau, Online Advertising..., Nielsen Ad Ratings, TubeMogul, Appnexus, The Trade Desk
Education
Ryerson University 2005 — 2010
Information Technology Management, Business Analysis, Project Management, Financial Analysis, Market Analysis
Community Hebrew Academy of Toronto 2001 — 2005
Island School
Saponaro Law Group September 2014 - Present
Superior Court of New Jersey August 2013 - August 2014
Walter T. Wolf, LLC May 2012 - August 2013
Cherry Hill Township Solicitor's Office March 2012 - April 2013
United States District Court for the Eastern District of Pennsylvania- Hon. M. Faith Angell U.S.M.J. January 2012 - April 2012
New Jersey Department of Education July 2011 - December 2011
Surrogate's Court of Camden County June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2010
John Hancock Life Insurance Company (U.S.A.) January 2005 - June 2005
Education
Rutgers University School of Law - Camden 2010 — 2013
Doctor of Law (J.D.), Law
Northeastern University 2003 — 2008
Bachelor of Science, Business Administration - Finance, Management, Minor in History
Manheim Township High School 1999 — 2003
Diploma
Quadrant Real Estate Advisors LLC 2011 - 2015
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
RBC 2006 - 2010
Skills
Portfolio Management, Investments, Bloomberg, Financial Modeling, Securities, Equities, Commercial Real Estate, Capital IQ, Asset Allocation, Credit Analysis, Financial Research, Financial Analysis, Capital Markets, Fixed Income, Asset Managment, Alternative Investments, Valuation, Hedge Funds, MLP, REIT, Commercial Real Estate..., CMBS, FactSet, Economics, Asset Management
Education
Samford University
Bachelor of Science, Business Administration
Symetra Financial July 2011 - Present
Sun Life Financial June 2005 - July 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
John Hancock Life Insurance Company (U.S.A.) 1995 - 2000
Skills
Fixed Annuities, Insurance, Series 6, Series 63, Long-term Care, Retirement Planning, Relationship Management, Employee Benefits, Sales, Direct Marketing, Estate Planning, Retirement, Mutual Funds, Life Insurance, Series 7, Financial Services, Securities, Wealth Management, Management, Health Insurance
Education
Saint Anselm College 1986 — 1990
BA, History
St. John's High School Shrewsbury 1982 — 1986
Seismic January 2011 - Present
EMC July 2010 - February 2011
Document Sciences August 2006 - July 2010
S&P Capital IQ February 2004 - September 2006
Thomson Financial February 2001 - February 2004
ONEWORLD Software Solutions May 1999 - February 2001
First Call Corporation February 1996 - May 1999
ADP March 1994 - February 1996
John Hancock Life Insurance Company (U.S.A.) May 1993 - March 1994
Education
Saint Michael's College 1989 — 1993
BA, Political Science
St. Mary's Regional High School
John Hancock Life Insurance Company (U.S.A.) March 2013 - Present
Guardian Group May 2011 - March 2013
Paychex May 2007 - May 2011
Paychex 2003 - 2007
United Parcel Service January 1993 - January 2003
Skills
401k, Defined Benefit, Disability Insurance, Employee Benefits, Financial Advisory, Financial Services, Fixed Annuities, HRIS, Human Resources, Insurance, Leadership, Life Insurance, Long-term Care, Management, Mutual Funds, Benefits Administration, PEO, Payroll, Retirement, Retirement Planning, Sales, Salesforce.com, Securities, Series 6, Series 7
Education
University of Phoenix 2001 — 2003
MBA, Business
St. Mary's College of California 1988 — 1992
BA, Communications
John Hancock Financial Services February 2013 - Present
AstraZeneca March 2011 - February 2013
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - November 2011
IBM Global Services May 2003 - March 2011
Blue Cross and Blue Shield of Massachusetts September 2010 - 2011
John Hancock March 1998 - May 2003
John Hancock Financial Services 1997 - 2003
John Hancock Life Insurance Company (U.S.A.) 1987 - 2003
Bank of Boston 1994 - 1998
Skills
Hardware, SDLC, Remote Desktop, XP, VMware, Active Directory, Integration, Technical Support, Mobile Devices, Laptops, Blackberry, Vendor Management, Citrix, VPN, ITIL, Business Analysis, Help Desk Support, Android, Disaster Recovery, Troubleshooting, iPad, Windows 7, SCCM, System Administration, Virtualization, Desktop Computers, Lotus Notes, System Deployment, Windows Server, Blackberry Enterprise..., IT Operations, Servers, Windows XP
Education
Quincy College 1977 — 1980
High School, Electronics
Quincy College 1977 — 1980
Electrical and Electronics Engineering
Tenet Healthcare - Northeast Region March 2015 - Present
UMass Memorial Medical Center January 2011 - March 2015
UMass Memorial Healthcare, Inc. April 2005 - March 2011
UMass Memorial Medical Center June 2001 - April 2005
John Hancock Life Insurance Company (U.S.A.) June 1982 - June 2001
Skills
Healthcare, Healthcare Information..., Training, EHR, EMR, HIPAA, Hospitals, Clinical Research, Troubleshooting, Project Management, Vendor Management, Disaster Recovery, Revenue Cycle, Process Improvement, Software Documentation
Education
Salem State University
Lots Of Laughs Comedy Lounge January 2011 - Present
Verizon October 1996 - Present
John Hancock Life Insurance Company (U.S.A.) January 1996 - September 1996
America West Airlines January 1993 - December 1995
Skills
Entertainment, Customer Service, Public Speaking, Event Planning, Social Media, Microsoft Office, Process Scheduler, Negotiation, Inventory Management, Event Management, Recruiting, Marketing, Public Relations, Social Media Marketing, Online Advertising, Advertising, Marketing Strategy, Social Networking
Education
Salem State College 1990 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Revere High School 1986 — 1990
College Prep, College prep
Astoria Bank September 2014 - Present
Astoria Bank July 2012 - September 2014
New York Life Insurance Company February 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) October 2010 - February 2011
JPMorgan Chase January 2001 - January 2009
Skills
interpersonal skills, management skills, mentoring skills, Finance, Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Loan Origination, Credit Analysis, Credit, Commercial Lending, Integrity, Wealth Management, Mortgage Lending, Series 63, Fixed Annuities, Retail Banking, Mortgage Banking, Small Business, Residential Mortgages, Commercial Banking, Risk Management
Education
Cornell Off Campus College 2000 — 2001
General, General
Queensborough Community College 1990 — 1992
John Hancock Life Insurance Company (U.S.A.) April 2007 - Present
Vitale, Caturano & Assoc May 2001 - June 2004
New England Financial February 1997 - May 2001
Skills
Outlook, Lotus Notes, PowerPoint, Word, Administration, Microsoft Excel, Time Management, Management, Spreadsheets
Education
Salem State College 1992 — 1995
Winthrop High School 1989 — 1992
Maxim Healthcare Services December 2014 - Present
Maxim Healthcare Services May 2014 - December 2014
Maxim Health Systems February 2013 - June 2014
Maxim Healthcare Services May 2012 - February 2013
Maxim Healthcare Services September 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) May 2008 - August 2010
Bankers Life and Casualty Company March 2008 - May 2008
Skills
Home Care, Recruiting, Healthcare, Customer Service, Cold Calling, Healthcare Industry, Sales, Project Management, Sales Management, Contract Negotiation, Leadership
Education
Salve Regina University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Manchester Central High School 1999 — 2003
Girl Scouts of North East Ohio January 2013 - Present
Thirty-One Gifts August 2010 - Present
Simply Yours February 2002 - Present
Kalahari Resorts September 2008 - July 2011
Kalahari Resort, Sandusky October 2006 - September 2008
Picerne Real Estate Group September 1997 - September 1999
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Wedding Planning, Event Planning, Direct Sales, Resorts, Catering, Trade Shows, Event Management, Social Media Marketing, Hotels, Hospitality Industry, Training, Marketing, Sales
Education
Roger Williams University 1989 — 1993
BA, Business and Arts
Roger Williams University 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.25
Fidelity Investments, Personal and Workplace Investing July 2012 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
Manulife Financial September 2000 - July 2007
John Hancock Life Insurance Company (U.S.A.) November 1997 - September 2000
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Series 63, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Equities
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Finance and Marketing
University of Minnesota-Twin Cities
BS, Science
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
Capitol Center for the Arts September 2001 - December 2010
Free Lance 1999 - 2010
Educational Theatre Collaborative, PSU 2007 - 2009
St. Michael's Playhouse 1996 - 2000
Skills
Musical Theatre, Stage, Stage Management, Theatre, Event Planning, Teaching, Event Management, Arts Administration
Education
Sarah Lawrence College 1999 — 2001
M.F.A., Theatrical Design
Saint Michael's College 1992 — 1996
B.A. Fine Arts, Elementary Education, Theatre
Kreiner Financial Network September 1999 - Present
Guardian Life September 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) July 1999 - September 2008
Merrill Lynch 1996 - 1999
Education
Saginaw Valley State University 1974 — 1977
BBA, Finance
Zim Sailing April 2010 - Present
Vanguard Sailing Center October 2006 - May 2010
Gowrie Group March 2005 - March 2006
John Hancock Life Insurance Company (U.S.A.) October 1998 - March 2005
Cranston Windustrial Company October 1989 - October 1998
Skills
Sailing, Boat, Strategic Planning, Contract Negotiation, Start-ups, Team Building, Customer Satisfaction, Employee Benefits, Entrepreneurship, Management, Leadership, Marketing, Coaching, Purchasing, Sales, Marketing Strategy, Event Management, New Business Development, Customer-focused Service
Education
Salem State University 1984 — 1989
BS, Marketing, Economics
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
The Hospital for Sick Children May 2012 - August 2012
CGI January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) September 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
CFB Esquimalt Base Information Services May 2009 - August 2009
Skills
Project Coordination, Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, MS Project, SharePoint, Access, Outlook, Testing, Visio, Business Process, Microsoft Excel, Service Delivery..., UML, Vendor Management, Process Improvement, Microsoft Word, SDLC, Software Documentation, Lotus Notes, OneNote
Education
Ryerson University 2008 — 2013
Bachelor of Commerce (B.Com.), Business Technology Management, Graduated with Honours
WSIB March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) August 2012 - March 2014
Morneau Shepell July 2011 - August 2012
CIBC World Markets January 2010 - July 2011
SunGard iWorks 2006 - 2010
CIBC Mellon June 1998 - January 2006
Montreal Trust 1991 - 1996
Skills
Business Requirements, SDLC, Business Analysis, User Acceptance Testing, Requirements Gathering, Business Process..., Process Improvement, Software Documentation, Testing, Requirements Analysis, Project Management, Agile Methodologies, Quality Assurance, Business Process, Insurance, Risk Management, Solution Architecture, Program Management, Systems Analysis, Visio, Gap Analysis, SQL, Software Development, Project Delivery, Integration, Functional..., .NET, PMO, Software Project..., Business Process..., Training, SharePoint, UML, Data Warehousing, Databases, Web Services, Business Process Design, MS Project, Big Data
Education
Ryerson University
Certificate, Project Management
Ryerson University
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - 2012
John Hancock Financial Services 2006 - 2010
Manulife Financial/John Hancock 2002 - 2006
Manulife Financial 2000 - 2002
New England Financial 1994 - 2000
Skills
Process Improvement, Financial Services, Project Management, Series 6, Management, Insurance, Mutual Funds, Risk Management, Operations Management, Customer Service, Leadership, Series 7, Series 63, Business Process..., Change Management, CRM, Team Leadership, Operational Efficiency, Organizational..., Organizational..., Business Analysis, Interdepartmental..., Interdepartmental..., Project Planning, Business Innovation, Innovation Development
Education
Regis College 1990 — 1993
Bachelor of Arts (B.A.), Communication, General
University of New Hampshire 1990 — 1990
Infinity Capital Partners January 2011 - Present
The Currency Strategies Fund April 2009 - December 2010
Northern Trust June 2008 - April 2009
XShares Securities LLC November 2006 - June 2008
Rydex Investments March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2000 - September 2003
Fidelity Investments March 1998 - March 2000
Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets
Education
Saint Anselm College 1989 — 1993
B.A., Financial Economics
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Financial Economics
Horizon Blue Cross of New Jersey July 2011 - May 2012
Kaiser Foundation Health Plan 2004 - 2010
Aetna 2001 - 2003
IOA Re 1999 - 2001
Aetna 1997 - 1998
Aetna 1992 - 1997
John Hancock Life Insurance Company (U.S.A.) 1979 - 1992
Skills
Organizational..., Training, Health Insurance, Employee Benefits, Underwriting, Managed Care, Medicare, Strategic Planning, International Research, Global Organizational..., Risk Management, Management, Brokers, Leadership, Process Improvement, Healthcare, Insurance, Commercial Insurance, Executive Management, Claims Management, Mergers & Acquisitions, Claim, Health Savings Accounts, Finance, Benefits Administration, Health Care Reform, Business Planning, Long-term Care, Life Insurance, Provider Relations, HIPAA, Health Policy, COBRA, Medicare Part D, Medicaid, Term Life Insurance, HMO, PPO, Reinsurance, Healthcare Consulting, Actuarial Science, Financial Risk, Claim Investigation, Healthcare Industry, Claims Resolution, Pharmacy Benefit..., Dentistry, Open Enrollment, Disability Insurance
Education
University of Pennsylvania
MS, Organizational Dynamics, 3.8 GPA
Saint Joseph's University
BS, Psychology
Tufts Health Plan September 2013 - April 2015
Computershare February 2012 - June 2014
John Hancock Life Insurance Company (U.S.A.) January 2011 - August 2012
The Census Bureau of Massachusetts June 2010 - October 2010
Elliot Community Human Svc February 2007 - March 2010
Education
Roxbury Community College
Associate of Arts (A.A.), Human Services, General
J.P. Morgan April 2015 - Present
Morgan Stanley Smith Barney March 2011 - Present
SEI Investments May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2007
Wilmington Finance June 2007 - August 2007
AIG May 2006 - August 2006
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service
Education
Saint Joseph's University 2004 — 2008
B.S., Finance - Economics
The Village Bank September 2013 - Present
The Village Bank January 2011 - September 2013
The Village Bank November 2009 - January 2011
The Village Bank May 2009 - November 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - January 2009
Skills
Loans, Risk Management, Banking, Credit, Retail Banking, eBanking, Customer Service..., Mobile Banking, Payment Systems, Operations Management, Identity Theft, Anti Money Laundering, Electronic Funds..., Bank Secrecy Act, Financial Services, Leadership, AML, Fraud, Sales, Social Media
Education
Roger Williams University 2003 — 2007
BS, Financial Services
Lincoln Financial Advisors / Sagemark Consulting June 2001 - Present
John Hancock Life Insurance Company (U.S.A.) June 1996 - May 2001
PacifiCare Health Systems October 1991 - May 1996
Skills
Insurance, Strategic Financial..., Wealth Management, Retirement, Securities, Retirement Planning, Finance, Estate Planning, Life Insurance
Education
St. Mary's College of California
Professional Certificate, Paralegal Studies
UC Davis
Bachelor of Arts, Political Science / Economics
State Street June 2015 - Present
John Hancock Financial Services October 2012 - June 2015
John Hancock Life Insurance Company (U.S.A.) November 2011 - November 2012
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) April 2010 - November 2010
John Hancock Life Insurance Company (U.S.A.) November 2009 - April 2010
John Hancock Financial Services October 2008 - November 2009
John Hancock Financial Services December 2007 - October 2008
John Hancock Financial Services November 2006 - December 2007
Seton Hall University June 2006 - June 2007
Skills
Microsoft Excel, Employee Benefits, Pensions, Series 63, Asset Allocation, Mutual Funds, Securities, Insurance, Lotus Notes, Retirement Planning, Series 6, Investments, Fixed Annuities, Wealth Management, Management, Strategy, Retirement, Financial Services, Process Improvement
Education
Seton Hall University 2004 — 2007
Masters of Art, International Diplomacy
Wheaton College (MA) 1999 — 2003
B.A., International Relations/Legal Studies
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - October 2012
Ryerson University September 2010 - December 2010
Ryerson University September 2010 - December 2010
Manulife Financial April 2010 - August 2010
Manulife Financial May 2009 - August 2009
Manulife Financial May 2008 - August 2008
Millennium 3000 February 2006 - April 2008
Skills
Corporate Communications, Integrated Marketing, CRM, Online Marketing, Competitive Analysis, Social Media, Marketing, Management, Leadership, Customer Service, Event Planning, Marketing Communications, Marketing Strategy, Microsoft Excel, Sales, Social Media Marketing, Teamwork, Time Management
Education
Ryerson University 2007 — 2011
Bachelor of Commerce, Marketing
Seneca College of Applied Arts and Technology 2005 — 2007
College Diploma, Merchandising
Tribune Publishing October 2014 - Present
Sun Sentinel October 2008 - October 2014
Sun Sentinel November 2005 - October 2008
Sun Sentinel September 2001 - October 2003
Fleet Financial Group January 1997 - September 1999
John Hancock Life Insurance Company (U.S.A.) July 1994 - December 1996
John Hancock Life Insurance Company (U.S.A.) July 1988 - December 1993
Skills
Newspaper, Strategic Planning, Budgets, Advertising, Online Advertising, Marketing Strategy, Direct Mail, Social Media Marketing, Social Media, Market Research, Analytics, Research, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Management, Forecasting, Business Development, Marketing, Strategy, Program Management, Newspapers
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Oracle October 2014 - Present
Oracle May 2013 - October 2014
Oracle January 2013 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) April 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) February 2007 - April 2010
Skills
Customer Experience, Sales, SaaS, Eloqua, Oracle CRM, Marketing, 401k, Customer Service, Series 6, Variable Annuities, IRAs, Mutual Funds, Series 63, Fixed Annuities
Education
Saint Michael's College 2003 — 2007
Bachelor, business Admin
Lacka Safe Corp. & Original Safe & Vault Inc. November 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Skills
Strategic Planning, Business Development, Sales, Sales Management, Sales Operations, Sales Process, Sales Presentations, Direct Sales, International Sales, Marketing Strategy, Marketing Management, Social Media Marketing, Marketing, Marketing Research, Product Marketing, Selling, Team Building, Operations Management, Team Leadership, New Business Development, Project Planning, Negotiation, Logistics, Account Management, B2B, Training, Competitive Analysis, Management, Project Management, Recruiting
Education
Rowan University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Legends Baseball November 2009 - Present
Legends Baseball November 2007 - Present
EBSCO Publishing August 2004 - October 2009
John Hancock Life Insurance Company (U.S.A.) September 1999 - August 2004
Education
Saint Leo University 1994 — 1999
Bachelor of Arts, Sports Management
John Hancock Investments (Delaware) LLC January 2012 - Present
John Hancock Life Insurance Company April 2007 - July 2011
John Hancock Life Insurance Company (U.S.A.) February 2006 - February 2007
John Hancock Life Insurance Company (U.S.A.) January 2005 - January 2006
Fidelity Investments June 2004 - December 2004
Skills
Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Credit, Securities, Budgets, Analysis, Forecasting, Accounting, Account Reconciliation, Loans, Fixed Income
Education
Harvard Extension School 2008 — 2012
Master of Liberal Arts, Management Graduate Program - Finance & Control Concentration
Saint Anselm College 2000 — 2004
Liberal Arts, Business
Central Catholic High School 1996 — 2000
Jamestown Community College 1994 - Present
John Hancock Life Insurance Company (U.S.A.) 1985 - 1991
Skills
Team Building, Public Speaking, Fundraising, Career Counseling, Social Networking, Event Planning
Education
Saint Bonaventure University
MS in Ed, Community Counseling
Lubowicki Insurance Agency January 2015 - Present
Prudential Financial May 2013 - January 2015
Ernst & Young January 2012 - May 2013
Web International, Inc. - US August 2008 - September 2011
Allstate February 2005 - August 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Insurance, Management, Finance, Customer Satisfaction, Customer Service, Investments, Sales, Advertising, Microsoft Office, Public Speaking, Marketing, Training, Strategic Planning, Social Networking, Leadership, Cold Calling, Microsoft Excel, Research
Education
Rutgers University-New Brunswick 2000 — 2004
BA, Political Science / Sociology
Bayonne High School
Keurig Green Mountain, Inc. April 2015 - Present
John Hancock Financial Services May 2013 - April 2015
Roger Williams University April 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Ameriprise Financial Services, Inc. January 2012 - June 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Microsoft Excel, Research, Analysis, Finance, Budgets, Microsoft Word, Financial Analysis, Account Reconciliation, Financial Reporting, Access, Accounting, US GAAP, Financial Statements
Education
Roger Williams University 2009 — 2013
Bachelors, Accounting
PAE November 2009 - Present
Daticon EED March 2008 - September 2009
Keith L. Woolley, LLC January 2003 - November 2007
OKENA, INC., Waltham, MA. November 2000 - February 2002
John Hancock Life Insurance Company (U.S.A.) May 1998 - November 2000
Harvard Law School September 1990 - September 1998
Skills
Litigation Support, IPRO, Document Review, Relativity, Litigation, Legal Assistance, Intellectual Property, Contract Negotiation, ESI, Professional Services, Computer Forensics, Legal Research, Document Management, CaseMap, Project Management, Program Management, Westlaw, Legal Writing, Civil Litigation, Process Improvement
Education
University of New Hampshire
JD, Law
Saint Anselm College
BA, Political Science
New England Technology, Inc. April 2012 - Present
eBay September 2006 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - April 2012
New England Technology Inc 2000 - 2012
UBS Wealth Management September 2010 - May 2011
New England Technology May 2007 - June 2008
Skills
Microsoft Excel, Microsoft Office, Retail, Customer Service, PowerPoint, Sales, Social Media, Negotiation, Marketing, Microsoft Word, Inventory Management, Marketing Strategy, E-commerce, Social Media Marketing, Social Networking, Account Management, Salesforce.com, Market Research, Outlook, Online Advertising, B2B, New Business Development, Product Development, Merchandising, Sales Management, Online Marketing, Purchasing, Product Marketing, Management, Start-ups
Education
Saint Michael's College 2007 — 2011
BA, Business, Finance, Accounting, Management
Thayer Academy 2003 — 2007
Diploma
Maxlite January 2012 - Present
PSEG April 2008 - January 2012
PSEG February 2000 - March 2008
Elite Pro Incorporated January 1998 - December 2002
PSEG August 1997 - January 2000
Cafe 21 Lounge March 1987 - June 1997
John Hancock Life Insurance Company (U.S.A.) April 1991 - October 1995
New York Jets May 1983 - June 1983
Skills
Energy Conservation, Energy Efficiency, Lighting, Solar Energy, Renewable Energy, Energy, Lighting Control, Energy Management, Solid State Lighting, Lighting Design, Energy Audits, Alternative Energy, Photovoltaics, Smart Grid, Sustainability, Contract Negotiation, Sales, Budgets, Marketing, Management, New Business Development, Business Development, Business Strategy, Strategic Planning, Strategy, Leadership, Negotiation, Product Marketing, Product Development, Sustainable Energy, Electrical Engineering, Product Management, Engineering, Manufacturing, Cleantech, Start-ups, Green Technology, International Business, Power Distribution, Wind, Demand Response, Electronics, Electricians, LED lighting systems, Architectural Lighting, Solar PV, Pricing, International Sales, Power Systems, Smart Metering
Education
Saint Joseph's University 1986 — 1989
MBA, Financial Management
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Hotchkis and Wiley Managing DirectorHotchkis and Wiley Capital ManagementJuly 1994 - Present
Morgan Stanley February 1989 - June 1994
John Hancock Life Insurance Company (U.S.A.) June 1983 - June 1989
Skills
Endowments, Funding, Asset Management, Institutional, Client Service, Fixed Income, Portfolio Management, Asset Managment, Asset Allocation
Education
Saint Leo University 1979 — 1983
Incapital September 2014 - Present
Virtus Investment Partners February 2008 - September 2014
John Hancock Life Insurance Company (U.S.A.) October 2006 - February 2008
Allianz Global Investors October 2000 - October 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Fixed Annuities, FINRA, Investment Advisory, 529 Plans, Separately Managed..., Wealth Management, Asset Allocation, ETFs, Series 65, Investment Strategies, Series 7, Asset Management, Investments
Education
Sacred Heart University 1995 — 2000
BS
Saint Anthony's High School 1991 — 1995
MetLife April 2015 - Present
Sun Life Financial Inc. August 2011 - April 2015
Sun Life Financial Inc. May 2008 - August 2011
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
Aviva Life Insurance 2005 - 2005
Skills
Insurance, Life Insurance, Fixed Annuities, Process Improvement, Financial Services, Call Centers, Customer Service, Team Building, Underwriting, Series 6, Term Life Insurance, Operations Management, Customer Relations, Call Center, Problem Solving, Series 63, Series 26, LOMA, Risk Management, Employee Benefits, Business Analysis, Management, Customer Satisfaction, Vendor Management
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA)
Southern New Hampshire University
Master of Business Administration (MBA)
Zurich Insurance Company Ltd December 2013 - Present
Rajan Consulting Corporation 2013 - Present
Creditwalk.ca February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2013
Aga Khan Development Network January 2009 - July 2010
Spring Consulting Group, LLC March 2006 - October 2009
School Boards Co Op May 2005 - December 2005
CIGNA May 2004 - August 2004
Towers Perrin January 2003 - December 2003
Hunan University June 2002 - August 2002
Skills
Actuarial Science, Insurance, Defined Benefit, Financial Modeling, Risk Management, ALM, Fixed Annuities, Pensions, Reinsurance, VBA, Retirement, Financial Risk, Actuaries, Pricing, Data Analysis, Data Modeling, Data Analytics, Business Analysis, Google Analytics
Education
Ryerson University 2014 — 2015
Big Data Analytics
University of Waterloo 2000 — 2005
Bachelor of Math, Actuarial Science & Economics
University of Waterloo - St. Jerome's University 2000 — 2005
Bachelor of Mathematics, Actuarial Science
Richmond Hill High School 1995 — 2000
Ontario Secondary School Diploma, Mathematics
Portsmouth Naval Shipyard April 2015 - Present
Portsmouth Naval Shipyard December 2013 - Present
Portsmouth Naval Shipyard February 2012 - Present
Portsmouth Naval Shipyard 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) April 2005 - October 2010
Skills
Corporate Governance, Securities, Financial Services, Mutual Funds, Investments, Management
Education
Richmond, The American International University in London 1996 — 1997
Psychology
Saint Michael's College 1993 — 1997
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock August 2009 - October 2011
John Hancock July 2006 - August 2009
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, Organizational Behavior
Saint Michael's College 2002 — 2006
BS, Accounting & Business
Blue Cross Blue Shield of Massachusetts April 2013 - Present
Blue Cross Blue Shield of Massachusetts February 2012 - Present
Blue Cross Blue Shield of Massachusetts April 2007 - February 2012
Tufts Health Plan 2001 - 2007
Harvard Pilgrim Health Care 1995 - 2001
John Hancock Life Insurance Company (U.S.A.) 1991 - 1993
Skills
Healthcare, Health Insurance, Insurance, Managed Care, Call Centers, Knowledge Sharing, Process Improvement, Management, Strategy, Call Center, Mentoring
Education
Salem State College 1987 — 1991
Bachelor of Science (BS), Business Administration, Management and Marketing
Massachusetts Institute of Technology (MIT) January 2014 - Present
Eliassen Group October 2012 - Present
John Hancock Financial Services July 2011 - May 2012
Gardner Resources Consulting, LLC June 2011 - July 2011
Veritude January 2011 - April 2011
Synrix September 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2011 - 2011
Collabera 2010 - 2010
Collabera 2010 - 2010
State Street November 2006 - February 2009
Skills
Technical Skills:...
Education
Saint Anselm College 1986 — 1990
Arlington Catholic HS
Merrill Lynch May 2012 - Present
The Hartford May 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2008 - May 2010
Merrill Lynch 1999 - 2008
Skills
Series 7, Retirement Planning, Retirement Plan..., Fixed Annuities, 401k, Series 63, Retirement, Pensions, Uniform Combined State..., IRAs, Series 6, FINRA, Defined Benefit, Mutual Funds, Financial Services, Securities, Investment Advisory, Investments, 401k Rollovers, Series 24, Series 65, Profit Sharing, ERISA, Financial Advisory, Asset Allocation, Insurance, Wealth Management, Fixed Income, Strategic Financial..., Variable Annuities, Investment Strategies, Qualified Retirement..., Defined Contribution, Separately Managed..., Disability Insurance, Executive Pay, Equities, Investment Management, Asset Management, Estate Planning, Life Insurance, Relationship Management, Portfolio Management, Employee Benefits, Alternative Investments, Wealth, 403 b, Long-term Care, Fiduciary, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Bachelors Degree
Manulife Financial March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - March 2013
Manulife Financial, John Hancock Division January 2008 - August 2011
Manulife Financial, John Hancock Division January 2005 - January 2008
Manulife Financial, John Hancock Division December 2003 - January 2005
Manulife Financial December 1997 - December 2003
Manulife Financial January 1992 - December 1997
Manulife Financial August 1989 - January 1992
Toronto Hilton Harbour Castle March 1983 - September 1988
Skills
Cobol, Microfocus Cobol, CICS, Vendor Management, IBM Mainframe, Process Improvement, Project Management, Customer Service, Service Delivery..., Metrics, Quality Assurance, SDLC, Business Requirements, Release Management, Requirements Gathering, Incident Management, Disaster Recovery, IT Operations, PMO, Mainframe, TSO, IT Management, Production Support, Sla, IT Service Management, IT Strategy, Business Analysis, User Acceptance Testing, COBOL
Education
Toronto School of Business 1988 — 1989
Technical Diploma, Computer Programming
Ryerson University 1979 — 1983
Bachelor of Applied Arts, Business Admin, Hospitality and Tourism
Manulife Financial October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - October 2011
John Hancock Life Insurance Company (U.S.A.) February 2006 - August 2010
Manulife Financial September 2001 - February 2006
Skills
ITIL, PMP, PRINCE2, Project Management, Servers, SDLC, PMO, IT Strategy, Unix, Windows Server, SQL, Outsourcing, Databases
Education
Ryerson University 2009 — 2011
Project Management Certification Program
York University 2000 — 2005
Information Technology
John Hancock Life Insurance Company (U.S.A.) September 2012 - Present
John Hancock/IGP March 2010 - October 2012
Sysmind June 2008 - March 2009
Skills
Insurance, Financial Analysis, Health Insurance, Data Analysis, Microsoft Excel, Customer Service, Microsoft Office, Risk Management, Outlook, PowerPoint, Account Management, Access, Business Analysis, Process Improvement, Strategic Planning, Microsoft Word, Analysis
Education
Quinnipiac University 2005 — 2008
Bachelor of Science (BS), International Business
John Hancock Financial Services January 2010 - March 2012
Robert Half International April 2007 - January 2010
John Hancock Life Insurance Company (U.S.A.) 2004 - 2007
Manulife Financial 2000 - 2004
Manulife Financial 1999 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, SOX, Planning Budgeting &..., Reinsurance, Financial Accounting, Budgets, Sarbanes-Oxley Act, US GAAP
Education
Salem State University 1993 — 1998
Bachelors, Accounting
Red White and Blues Band January 2004 - Present
Coordinated Planning Group January 1999 - Present
Northwestern Mutual 1984 - 1999
John Hancock Life Insurance Company (U.S.A.) 1977 - 1984
Doc West 1973 - 1976
Skills
Program Management, Estate Planning, Marketing Strategy, Personal Financial..., Insurance, Retirement, Small Business, Business Planning, Financial Advisory, Financial Planners, Employee Benefits, Disability Insurance, Accounting, Pensions, Succession Planning, Long-term Care, Fixed Annuities, Strategic Financial..., 401k, High Net Worth..., Retirement Planning, Wealth, Asset Allocation, Financial Services, Investments, Life Insurance, Term Life Insurance, Mutual Funds, Wealth Management, Investment Strategies, Series 7, Asset Management, Series 63
Education
The American College 1986 — 1990
CLU, ChFC, Financial
Queensborough Community College 1973 — 1975
ad, Business
St. Rita
Wellington Shields & Co, LLC June 2002 - Present
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Skills
Asset Management, Asset Allocation, Alternative Investments, ETFs, Equities, Investments, Securities, Financial Services, Investment Strategies
Education
Saint Anselm College 1994 — 1998
BA, Psychology
Webster Bank December 2013 - Present
Citizens Bank June 2010 - December 2013
Edison Mission Energy 2001 - 2009
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
Federal Reserve Bank of Boston 1992 - 1998
Education
Rochester Institute of Technology
BSEE
University of Southern California - Marshall School of Business
MBA, Finance & Venture Management
Hamersley Partners April 2012 - Present
Brighton House Associates December 2011 - April 2012
Parker Point Capital, LLC May 2011 - April 2012
Parker Point Capital, LLC May 2010 - April 2012
John Hancock Life Insurance Company (U.S.A.) January 2007 - April 2010
Evergreen Investments 2005 - 2007
Evergreen Investments 2005 - 2007
Education
Lincoln Sudbury Regional High School
Salve Regina University
EBSCO Publishing OperationsChase Manhattan CorporationJune 1997 - March 1998
John Hancock Life Insurance Company (U.S.A.) February 1995 - June 1997
Education
Salem State University 1987 — 1992
B.S, Political Science
The CIP Group July 2015 - Present
DMI Marketing August 2006 - May 2015
U.S. Wealth Management July 2005 - May 2006
John Hancock Life Insurance Company (U.S.A.) 1985 - 2004
Skills
Fixed Annuities, Retirement, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Universal Life, IRAs, Financial Services
Education
Quincy College
Associate's degree, Business Administration and Management, General
Suffolk University
Business
Creative Financial Concepts Ltd October 1993 - Present
ITT LIFE January 1983 - January 1993
John Hancock Life Insurance Company (U.S.A.) September 1971 - April 1977
Skills
Helping life insurance..., Leadership, Life Insurance, Sales Management, Sales, Mentoring, Advertising, Recruiting, Recruitment Advertising, Fixed Annuities, Marketing, Sales Leads, New Business Development, Strategic Planning, Public Speaking, Universal Life, Product Development, Sales Presentations, Training, Successful Business..., Entrepreneurship, Innovation, Motivation, Networking, Network Marketing, Face to Face Sales, Lead Generation, Sales & Marketing..., Money Management, Sales Presentation..., life and health license, Insurance, Whole Life, Term Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Retirement, Management
Education
Roosevelt University 1970 — 1973
Ba Education, Education & History
Roosevelt University 1970 — 1973
Bachelor's Degree, Elementary Education and Teaching
Von Steuben HS 1964 — 1968
John Hancock Life Insurance Company (U.S.A.) July 2010 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - July 2010
Education
Seneca College of Applied Arts and Technology 2003 — 2007
Financial Service Management, Financies
John Hancock January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - May 2012
Manulife Financial April 2011 - October 2011
Manulife Financial September 2008 - April 2010
John Hancock Life Insurance Company (U.S.A.) November 2006 - September 2008
John Hancock Life Insurance Company (U.S.A.) July 2000 - November 2006
Symcor June 1998 - July 2000
The Rockley Group 1996 - 1998
Interactive Media Group 1995 - 1996
Eli Lilly 1990 - 1995
Skills
Leadership Development, Organizational Change, Organizational..., Operations Leadership, Change Management, Adult learning, Training, Cross-cultural..., Executive Coaching, Strategy, Adult Education, Project Management, Operations Management, Staff Development, Talent Management, Process Improvement, Employee Engagement, Leadership, HRIS, Deferred Compensation, Program Management, Workshop Facilitation, Coaching, Succession Planning, Organizational..., Performance Management, Team Building, Career Development, Employee Training
Education
Royal Roads University 2013 — 2013
Graduate Certificate in Executive Coaching, Leadership and Executive Coaching
Royal Roads University 2010 — 2011
MA, Leadership
Ryerson University 1999 — 2003
Training and Development
Goodwin Procter LLP August 2009 - Present
Goodwin Procter LLP April 2004 - August 2009
Dechert LLP September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 1999 - September 2001
Skills
Microsoft Excel, Social Media, Employee Benefits, Human Resources, Intellectual Property, Mergers & Acquisitions, Recruiting, Benefits Administration, HRIS, PeopleSoft, Employee Relations, Microsoft Office, Customer Service, Talent Management, Onboarding, Management, Microsoft Word, Training, Strategic Planning, Administrative..., PowerPoint
Education
Salem State University
John Hancock Life Insurance Company (U.S.A.) March 2001 - August 2007
John Hancock Retirement Plan Services October 1989 - August 2007
North American Life Assurance June 1969 - October 1989
Education
Ryerson University 1966 — 1969
Business Administration, Computer Technology
Timberland November 2007 - November 2009
Timberland September 2004 - November 2007
Timberland May 2000 - September 2004
Timberland January 1997 - May 2000
Lonza Biologics November 1995 - January 1997
John Hancock Life Insurance Company (U.S.A.) January 1992 - January 1995
Education
Saint Joseph's College 1983 — 1987
BS, Elementary Education
Berwick Academy '82 1976 — 1982
High School, College Prep
Oracle October 2014 - Present
Oracle September 2013 - October 2014
Oracle August 2012 - October 2014
John Hancock Mutual Funds September 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2011
John Hancock Life Insurance Company (U.S.A.) June 2008 - September 2010
Skills
Sales, Sales Process, SaaS, Solution Selling, Oracle CRM, Cloud Computing, Software Industry, Siebel, Oracle Applications, Eloqua, RightNow, CRM, Finance, Salesforce.com, Account Management, Direct Sales
Education
Saint Anselm College 2004 — 2008
BA, Business
Master School
Raymond James Financial, Inc. March 2015 - Present
Raymond James Financial Inc. July 2013 - Present
Raymond James May 2010 - July 2013
John Hancock Life Insurance Company (U.S.A.) January 2005 - March 2010
John Hancock Life Insurance Company (U.S.A.) February 2003 - January 2005
Skills
Cost Basis, Series 7, Portfolio Management, Corporate Actions, Securities, Mutual Funds, Investments, Financial Services, Fixed Income, Series 63, Equities
Education
Saint Anselm College 1995 — 1999
Bachelor, Business & Finance
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
EY September 2014 - Present
John Hancock Financial Services March 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) February 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
Education
Rensselaer Polytechnic Institute 2007 — 2010
B.S, Mathematics of Operations Research
The Hanover Insurance Group June 2010 - Present
Great American Insurance Company July 2003 - March 2010
CGU/OneBeacon/Indiana Insurance May 2000 - July 2003
Lexis Nexis October 1999 - April 2000
Crum & Forster October 1998 - October 1999
Benefits Designs Inc January 1997 - October 1998
Prepaid Legal Services Inc September 1995 - January 1997
John Hancock Life Insurance Company (U.S.A.) March 1994 - December 1995
Lord Bissell & Brook September 1988 - June 1993
Skills
Claim, Product Liability, Umbrella Insurance, Insurance, Liability, Legal Liability, Personal Injury, Mediation, Claims Management, Property & Casualty..., Excess, Medical Malpractice, Legal Research, Litigation, Litigation Management, Casualty, Trials
Education
University of California, Davis - School of Law 1985 — 1988
JD, Law
San Francisco State University
BA, English Literature and Chemistry
Novartis Pharmaceuticals May 2010 - Present
Procter & Gamble 1989 - 2010
John Hancock Life Insurance Company (U.S.A.) 1983 - 1989
Education
Saint Anselm College 1979 — 1983
BS, Business & Economics
MFS Investment Management June 2014 - Present
John Hancock Financial Services February 2013 - March 2014
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2013
Interactive Data October 2005 - February 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Salesforce.com, Sales, Financial Services, Account Management, Vendor Management, Event Management, Software Documentation, Business Analysis, Employee Relations, Business Development, Training, Human Resources, Mutual Funds, Analysis, Data Analysis
Education
Quinnipiac University 2002 — 2005
B.A., Communications
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
LINCOLN FINANCIAL SECURITIES January 2000 - June 2006
CITISTREET / CITIGROUP October 1998 - January 2000
RAYMOND JAMES FINANCIAL January 1997 - October 1998
Education
Southern New Hampshire University
Master of Business Administration; Certificate, Marketing
Salem State University
Bachelor of Science, Business Administration; Marketing
John Hancock Life Insurance Company (U.S.A.) September 2009 - December 2013
Skills
Insurance, Risk Management, Long-term Care, Life Insurance, Process Improvement, Microsoft Office, Series 63, Program Management
Education
Regis College
B.A., Liberal Arts/English
John Hancock Life Insurance Company (U.S.A.) August 2009 - Present
Skills
Mutual Funds, Investments, Insurance, Financial Services, Retirement Planning, Series 63, Wealth Management, Financial Analysis, Fixed Annuities, Relationship Management
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (BS), Marketing
Mercer February 2013 - Present
Willis September 2000 - January 2013
Unicare 1997 - 2000
John Hancock Life Insurance Company (U.S.A.) 1982 - 1997
Skills
Insurance, Health Insurance, Managed Care, Strategic Planning, Employee Benefits, Underwriting, Brokers, Healthcare Industry, Health Care Reform, Claim, Disability Insurance, Life Insurance
Education
Saint Michael's College 1977 — 1981
BA, Business Administration and Management, General
Manulife Financial September 2012 - Present
Manulife Financial August 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2010
Manulife Financial April 2006 - April 2010
Skills
Strategy Development, Relationship Development, Organizational Growth, Customer Relations, Innovative Problem..., Team Motivator, 401k, Competitive Intelligence, Thinking Outside The Box, Time Management, Strategic Planning, Organizational..., Product Development, Product Innovation, Cross-functional..., Account Management, Leading Organizational..., Operational Excellence, Term Life Insurance, Strategy, Customer Service, Investments, CRM, Pensions, Retirement Planning, Leadership, Retirement, Relationship Management, Wealth Management, Business Development, Management, Process Improvement, Financial Analysis, Employee Benefits, Training, Financial Advisory, Financial Services, Mergers & Acquisitions, Business Strategy, Securities, Fixed Annuities, Series 6, Disability Insurance, Series 63, Life Insurance, Strategic Financial..., Human Resources, Risk Management, Health Insurance, Investment Advisory
Education
Ryerson University
Bachelor of Commerce
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) November 2007 - May 2010
Bowman Price Financial Network January 2000 - November 2007
Starbucks 1998 - 2000
Skills
401k, Series 7, Series 24, Series 63, Retirement Planning, Qualified Retirement..., Mutual Funds, Business Planning, Customer Service, Finance, Financial Services, Investments, Relationship Management, Retirement, Series 6
Education
Seattle University
BA
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
John Hancock Investments October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - October 2011
Upromise Investments August 2004 - December 2007
Education
Northeastern University 2008 — 2008
Certificate, Paralegal Studies
Roger Williams University 2000 — 2004
BS, Criminal Justice & Psychology
John Hancock Life Insurance Company (U.S.A.) November 1999 - Present
Education
Sardar Patel University 1981 — 1984
BBA, Finance
John Hancock Life Insurance Company (U.S.A.) FA-Retirement Investment SpecialistFidelity Investments2006 - 2008
Education
San Diego State University-California State University
communications
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
Mackenzie Investments 2001 - 2010
Mackenzie Investments September 2000 - 2001
CIBC Mellon September 1998 - September 2000
Skills
Program Management, Project Management, Financial Services, Web Project Management, User Interface Design, Vendor Management, Relationship Management, Resource Management, Change Management, Team Leadership, Project Portfolio..., SDLC, PMO, Business Analysis, Business Process...
Education
Ryerson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Administration and Information Management
Ryerson University
Bachelor of Applied Arts, Computer/Information Technology Administration and Management
R E LYONS September 2005 - Present
MBTA January 1980 - August 2005
John Hancock Life Insurance Company (U.S.A.) February 1979 - January 1980
Skills
Transportation, Operations Management, Public Transport, Dispatching, Rail
Education
UMass Boston 1996 — 1997
Did not Finish, Accounting, 3.6
Quincy College 1993 — 1995
Associates, Business Administration and Management, General, GPA 3.81