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
JPMorgan Chase October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - October 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - August 2010
John Hancock Life Insurance Company (U.S.A.) May 2007 - July 2009
The Fraternity of Phi Gamma Delta June 2005 - May 2007
Skills
Mutual Funds, Investments, Series 63, Series 7, Leadership, Series 6, Customer Service, Asset Allocation, Public Speaking, Uniform Combined State..., Team Leadership, Financial Services, Finance, Alternative Investments, Business Development, FINRA, Customer Relations, Retirement Planning, Process Improvement, Sales Management, Problem Solving, Vendor Management, Coaching, New Business Development, Series 24, Retirement, 401k, Bloomberg, CIMA, Investment Advisory, Series 66
Education
The Ohio State University 2000 — 2005
Business, Finance
Canfield High School
10/10 Taxi MN March 2013 - Present
Nexvisionary Financial March 2011 - Present
iGroup Financial May 2011 - December 2011
The Heartland Group (Penn Mutual) 2008 - 2011
John Hancock Life Insurance Company (U.S.A.) October 2006 - October 2008
Skills
Ethics, Strategic Financial..., Business Planning
Education
Triton-College 1992 — 1995
TMA, Tooling and Manufacturing
John Hancock Life Insurance Company (U.S.A.) Relationship Manager level 4John Hancock Retirement Plan ServicesDecember 2014 - Present
Skills
Series 7, Series 63, 401k, Series 6
Education
University of California, Santa Barbara
Business Economics
Janice Michaud Insurance Services 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Michaud Family Daycare 1996 - 2000
Central Cafe 1993 - 1996
Skills
Supplemental Insurance, Medicare Supplements, Term Life Insurance, Health Insurance, Long-term Care, Travel Insurance, Medicare Part D, Medicare Advantage, Disability Insurance, Small Group Health..., PCIP Insurance, Major Risk Health..., Life Insurance, Insurance, Medicare, Critical Illness, Long Term Care Insurance, Retirement, Whole Life, Fixed Annuities, Brokers, Claim, Retirement Planning, Employee Benefits, Workers Compensation, IRAs, Sales, Underwriting, Finance, Health Savings Accounts, Commercial Insurance, Professional Liability, Small Business, Accident, Marketing, 401k, Financial Planners, Licensed Life & Health..., Strategic Planning
Education
UCLA 1980 — 1985
Anthropoloy
Youville Hospital School of Nursing 1975 — 1976
Practical Nursing, Vocational Nursing and Nursing Assistants
St. Elizabeth's Hospital School of Nursing 1973 — 1975
Registered Nursing/Registered Nurse
T-Mobile August 2004 - Present
Union Planters Bank August 2002 - August 2004
John Hancock Life Insurance Company (U.S.A.) August 2000 - August 2002
Folk-Jordan 1992 - 1999
Skills
Employee Relations, Human Resources, Performance Management, Personnel Management, Training, Leadership Development, Leadership, Employee Engagement, Workshop Facilitation, Strategy
Education
Trevecca Nazarene University 2005 — 2007
Master of Science, Management
The Carlyle Group January 2014 - Present
The Carlyle Group January 2012 - December 2013
The Carlyle Group July 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) September 2008 - June 2010
Education
Tulane University 2004 — 2008
B.S., Psychology
EMC April 2015 - Present
Adaptivity, Inc. April 2010 - Present
EMC May 2013 - April 2015
Ivan Singer and Associates, Inc. June 2009 - April 2010
IBM Global Services April 2008 - April 2009
Omgeo, LLP January 2006 - February 2008
IBM Global Services January 2001 - January 2006
John Hancock Life Insurance Company (U.S.A.) July 1997 - December 2000
Andersen Worldwide January 1996 - June 1997
Harvard School of Public Health March 1994 - January 1996
Skills
Cloud Computing, Data Center, Integration, ITIL, Virtualization, IT Service Management, Enterprise Software, SOA, Pre-sales, Security, Architecture, Linux, Strategy, Systems Management, Sarbanes-Oxley Act, Outsourcing, Service Management, Databases, Storage, ISO 20000, IT Strategy, System Deployment, Enterprise Architecture, Unix, Disaster Recovery, Solution Architecture, Cisco Technologies, Project Management
Education
The Johns Hopkins University 1989 — 1992
MA, Chemistry
University of California, Berkeley 1987 — 1989
BA, Chemistry
University of California, Santa Barbara 1984 — 1987
BS Program, Chemical Engineering
Bronx HS of Science 1980 — 1984
Rodeph Sholom Day School 1972 — 1979
John Hancock Life Insurance Company (U.S.A.) August 2011 - Present
Skills
Series 6, Series 7, Mutual Funds, 401k, Series 63, Investments, Retirement, Asset Allocation, Sales
Education
The University of Georgia 2002 — 2006
Bachelor of Science (BS), Economics
John Hancock Financial Services February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2012
JOHN HANCOCK September 2007 - December 2008
JOHN HANCOCK August 2005 - September 2007
JOHN HANCOCK / MANULIFE FINANCIAL January 2000 - August 2005
Manulife Financial July 1997 - January 2000
ELLIOTT AND PAGE MUTUAL FUNDS December 1996 - June 1997
Skills
Retirement Planning, Mutual Funds, Life Insurance, Training, Product Management, Recruiting, Management, Series 6, Marketing, Sales Operations, Fixed Annuities, Sales, Insurance, Business Planning, Relationship Management, Customer Service, Selling, Retirement, Financial Services, Investments, Financial Planning, Process Improvement
Education
The American College 2008 — 2009
Chartered Financial Consultant
The American College 2006 — 2007
Chartered Life Underwriter
Western University 1993 — 1997
Bachelor of Arts, Administrative and Commercial Studies (Financial and Economic Studies)
Dunbarton
KKR October 2014 - Present
KKR September 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) January 2011 - August 2012
Skills
Outlook, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Research, Administration, Fundraising, Microsoft Word, Nonprofits, Social Media, Policy Analysis, Community Outreach, Salesforce.com, Customer Service
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Bethpage Federal Credit Union January 2014 - Present
Bethpage Federal Credit Union June 2013 - January 2014
EXPRESS June 2011 - November 2012
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
Skills
Finance, Loans, Mortgage Lending, Management, Payments, Deposits, Sales, Financial Analysis, Risk Management, Banking
Education
University at Albany, SUNY 2010 — 2013
State University of New York at Farmingdale
Business Administration
University at Albany
Bachelor of Arts (B.A.), Economics
Transamerica Capital Inc. June 2013 - Present
Allianz October 2008 - May 2013
Jackson National Life 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1996 - 2001
Education
The Master's College 1994 — 1996
BS, Business Administration
AXA Advisors, LLC February 2005 - Present
National Association of Insurance and Financial Advisors (NAIFA) May 2006 - September 2015
Metro Nashville (Davidson County) Election Commission February 2002 - September 2015
The Lampo Group (Dave Ramsey) January 2003 - January 2005
John Hancock Life Insurance Company (U.S.A.) January 2002 - December 2002
Thomas Nelson Publishers May 1997 - August 2001
Skills
401k Rollover Assistance, Maximization of Social..., Guaranteed Lifetime..., Family Protection..., Investment Planning, Self-Employed Business..., Retirement Income..., Public Speaking, Financial Planning, Long Term Care Planning, Investment...
Education
The American College 2013 — 2015
Retirement Income Certified Professional (RICP) designation, Retirement Income Planning
University of Tennessee-Knoxville 1996 — 2001
BA, Political Science
Hume-Fogg Academic Magnet High School 1992 — 1996
Paychex April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - April 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - July 2012
Berkshire Regional Transportation Authority August 2010 - September 2010
Bernstein Trading July 2010 - August 2010
Union College January 2010 - March 2010
Skills
Investments, Mutual Funds, Economics, Financial Analysis, 401k, Microsoft Office, Microsoft Word, Retirement, Financial Services, Series 6, Series 63, Series 7, Insurance, Leadership, Sales, Microsoft Excel, Employee Benefits, Customer Service
Education
Union College 2007 — 2011
Bachelor of arts, Economics
H J Wilson Financial Services February 1979 - Present
Mass Mutual July 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) February 1977 - June 1999
Skills
Life Insurance, Property & Casualty..., Sales, Small Business, Sales Management, Direct Sales, New Business Development, Customer Service, Insurance, Account Management, Sales Process, Term Life Insurance, Leadership, Disability Insurance, Financial Services, Selling, Cold Calling, Customer Retention, Disiability Income, Disabilty income, Life Insurace Term, Permanent Life Insurance, Group Health Ins...., Annuties, Retirement, Retirement Planning, Fixed Annuities
Education
Society of Certified Senior Advisors 2002 — 2003
Certified Senior Advisors
America College 1993 — 1998
Chartered Financial Cunsultant
The American College 1985 — 1993
Chartered Life Underwriter
Columbia Tech January 2014 - Present
Incendia Partners September 2012 - January 2014
Self Employeed September 2002 - September 2012
WellPoint June 1997 - June 1998
John Hancock Life Insurance Company (U.S.A.) September 1987 - June 1997
Skills
Recruiting, Software Development, Benefits Negotiation, Resume Writing, Interviews, SDLC, Technical Recruiting, Staffing Services, Talent Acquisition
Education
The University of Texas at Arlington 1982 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Nationwide Financial December 2005 - Present
Nationwide Financial November 1999 - December 2005
John Hancock Life Insurance Company (U.S.A.) August 1998 - September 1999
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.)
Dublin High School
TDC Companies March 2007 - Present
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2007
John Hancock Retirement Services 2000 - 2007
Skills
401k, Retirement, Insurance, ERISA, Defined Benefit, Mutual Funds, Retirement Planning, Pensions, Retirement Plan..., Profit Sharing, Asset Allocation, Investment Advisory, Relationship Management
Education
The Ohio State University 1993 — 1997
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
Genworth Financial April 2007 - June 2012
Symetra/ TFS Training April 2005 - March 2007
Talbot Financial Services May 1999 - April 2005
Skills
Variable Annuities, Series 63, Long-term Care, Series 7, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Retirement, Series 24, CLTC, Fixed Annuities, Retirement Planning, Investments, Financial Services, Sales, Wealth Management, Series 6, Management, Financial Planning, Financial Advisory
Education
Towson University 1978 — 1980
BS, Finance and Marketing
Washington College 1976 — 1978
Masterson Insurance Agency Inc November 1974 - Present
John Hancock Life Insurance Company (U.S.A.) 1974 - 1993
Skills
38 years of Insurance..., Insurance, Property & Casualty..., Professional Liability, General Insurance, Commercial Insurance, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, D&O, Disability Insurance, Inland Marine, Liability, Underwriting, Workers Compensation, Homeowners, Health Insurance
Education
The American College 1981 — 1985
CLU & ChFC, Insurance
RBC March 2014 - Present
Irish Association of Toronto January 2006 - September 2015
RBC Royal Bank June 2010 - September 2013
GlaxoSmithKline April 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) October 2008 - March 2009
Career Break January 2008 - August 2008
Symcor December 2006 - December 2007
Symcor January 2005 - December 2006
Bank of Montreal November 2003 - December 2004
TD Bank Group July 2002 - October 2003
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Agile Methodologies, User Acceptance Testing, Business Requirements, Project Management, Vendor Management, Systems Analysis, Visio, Process Improvement, Software Project..., Change Management, Business Process..., PMP, SharePoint, Analysis, Software Development, Team Management, Project Portfolio..., Management, PMO, Project Delivery, IT Strategy, Integration, Business Intelligence, Business Process
Education
University of Toronto 2008 — 2008
PMP - Project Management Professional
Pragmatic Marketing 2007 — 2007
PMC, Practical Product Management
University of Ulster 1991 — 1995
Bachelor's Degree, Computing and Information Systems (HONS)
John Hancock Life Insurance Company (U.S.A) March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Student Managed Fund August 2011 - May 2012
Planto Roe Financial Services June 2011 - August 2011
Captivate June 2010 - August 2010
Skills
Strong research,..., Experience analyzing..., Experience in managing..., Ability to think..., Proven communication,..., Experience at..., Strong attention to..., Ability to effectively..., Ability to operate..., Investments, Portfolio Management, Equities, Financial Analysis, Finance
Education
Trinity University 2008 — 2012
BS in Business Administration, Concentration in Finance, 3.85/4.0
Union Bank June 2012 - May 2013
Wells Fargo Advisors April 2010 - February 2012
Wells Fargo Private Bank January 2007 - April 2010
Wells Fargo Investments November 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) January 2003 - September 2004
SPEC English Institute June 2001 - December 2002
Education
San Diego State University 2011 — 2013
Master's degree, Accounting and Finance
The University of New Mexico 1997 — 2001
BBA, International Management
School of The Art Institute of Chicago July 2014 - Present
Lockton Companies January 2011 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2003 - December 2010
Skills
Series 6, Series 63, MO Insurance License..., Retirement Planning, Series 65, Mutual Funds, Defined Benefit, Qualified Retirement..., Retirement, Financial Advisory, Defined Contribution, 401k, Investments, Series 7, Life Insurance, Management, Financial Services, Asset Allocation, Pensions, Insurance, Wealth Management, Relationship Management, ERISA, Employee Benefits
Education
The School of the Art Institute of Chicago 2014 — 2015
Post-Baccalaureate Program in Fashion, Body and Garment, Fashion/Apparel Design
Saint Louis University 1996 — 2000
Business Administration, Finance, Marketing
Principal Financial Group January 2006 - Present
Silver Oak Financial December 2003 - December 2005
John Hancock Life Insurance Company (U.S.A.) April 1991 - June 1993
Skills
Business Analysis, Retirement Planning, Wealth Management, Retirement, Annuities, Investments, Deferred Compensation, Group Employee Benefits, Disability Insurance, Fixed Annuities, Series 63, Employee Benefits, 401k, Roth IRA, Saving for Education, Series 65, Long Term Care Insurance, Universal Life, Qualified Retirement..., Key Person Insurance, 529 Plans, 401k Rollovers, Estate Planning, Long-term Care
Education
University of Houston to study real estate. 1989 — 1989
Texas Southern University 1967 — 1971
History Major
smartyGirl October 2014 - Present
saralevy.com 2007 - Present
Bit9 January 2014 - April 2014
SymTrend October 2010 - May 2011
RedEngage November 2009 - August 2010
DST International 2001 - 2002
Lotus Development 2000 - 2000
Thomson Financial 1997 - 1999
Hewlett-Packard 1995 - 1997
John Hancock Life Insurance Company (U.S.A.) 1995 - 1995
Skills
CSS, PHP, HTML, XML, SQL, jQuery, MySQL, Microsoft SQL Server, Subversion, HTML 5, Web Development, AJAX, REST, JavaScript, Agile Methodologies
Education
The University of New Mexico 1990 — 1993
M.S., Computer Science
University of Rhode Island 1981 — 1985
B.S., Management Information Systems
Aerotek Engineering July 2010 - October 2011
Field Asset Services July 2008 - July 2010
John Hancock Life Insurance Company (U.S.A.) October 2007 - June 2008
Advantage Rent A Car August 2004 - September 2007
Skills
Systems Engineering, Applicant Tracking..., Software, Electronics, Hardware, Engineering, Electrical Engineering, Recruiting
Education
California State University- Channel Islands 2012 — 2014
Master's degree, Education
Texas A&M University 1995 — 2000
BA, Management Information Systems
Confidential January 2015 - Present
Fabricastl September 2012 - December 2014
IHS October 2009 - October 2012
IHS April 2008 - October 2009
CVS Caremark Corporation 2007 - 2008
SynXis 2006 - 2007
John Hancock Financial Services 2005 - 2006
John Hancock Life Insurance Company (U.S.A.) 2000 - 2005
Staples 1998 - 2001
Skills
IT Strategy, Integration, Architecture, IT Management, Consulting, IT Solutions, Risk Management, Services Delivery, Big Data, Information Solutions, IT Sales, Sales&Marketing, Business Development, Technology Solution..., Technology Solution..., Infrastructure, Relational Databases, Distributed Architecture, Outsourcing, Spatial Databases, Databases, Database Design, Start-ups, Oracle, Enterprise Software, Business Intelligence, Data Management, Microsoft SQL Server
Education
Tufts University 1995 — 1999
Bachelor of Science (B.S.), Economics
John Hancock Life Insurance Company (U.S.A.) 1994 - Present
Manulife Financial 1994 - 2006
Mass Mutual June 1992 - July 1994
Skills
Mutual Funds, Retirement, Long Term Care, Series 6, Series 63, Life Insurance, Retirement Planning, Estate Planning, Business Planning, Continuing Education..., Long-term Care, Insurance, Term Life Insurance, Underwriting, 401k, Variable Annuities, Long Term Care Insurance, Fixed Annuities, Strategic Financial..., Sales, Wealth, Securities, Whole Life, IRAs, Financial Advisory, Financial Planners, FINRA, Universal Life, Financial Planning
Education
Towson University 1984 — 1988
Bachelor of Science, Elementary Education and Teaching
Western Maryland College 1988 — 1990
Masters Degree Work, Training and Motivation
MCC Contracting May 2010 - Present
Cardinal Realty Group October 2008 - Present
McKelvey Properties January 2006 - December 2008
Arthur J. Gallagher June 2003 - May 2005
John Hancock Life Insurance Company (U.S.A.) June 2001 - July 2003
Skills
Direct Sales, Salesforce.com, Real Estate, Selling, Sales, Contract Negotiation, Negotiation, Investment Properties, Brokerage, Real Estate Transactions, Leases, Marketing, Commercial Real Estate, Real Estate Development, Disposition, Investors, Location Intelligence, Small Business, Sellers, Residential Homes, Corporate Real Estate, Tenant Representation, Foreclosures, Landlords, Tenant, Property Management, Property, Real Estate Economics, Real Estate Financing, Lease Negotiations, REO, Relocation, Short Sales, 1031 Exchanges, Entitlements, Real Property, Land Acquisition, Lease Administration, Shopping Centers, Buyer Representation, Apartments, International Real..., Investment Sales, Rentals, HUD, Single Family Homes, Referrals, Appraisals, Condos, Buyers
Education
University of California, Los Angeles 2004 — 2006
Extension School, Real Estate
University of Missouri-Saint Louis 1997 — 2001
BS, Economics and Accounting
John Hancock Investments June 2010 - Present
John Hancock Investments June 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) February 2006 - June 2007
John Hancock Life Insurance Company (U.S.A.) August 2004 - February 2006
Boston Financial Data Services June 2003 - August 2004
Boston Financial Data Services October 2002 - June 2003
Pioneer Investments August 1995 - October 2002
Pioneer Investments August 1993 - August 1995
Pioneer Investments August 1990 - August 1993
Pioneer Investments April 1989 - August 1990
Skills
Code of Ethics, Securities Regulation, Compliance Audits, Federal Regulations, Securities Litigation, Class Actions, Compliance, Operational Risk..., Code of Conduct, Risk Management, Mutual Funds, Internal Audit, SEC, Fund Administration, Dodd-Frank, Series 24, General Securities..., Financial Services, Quality Management, Fund Of Funds, Series 7, Auditing, Enterprise Risk..., Derivatives, Risk Assessment, Series 6, Series 63, Investments, Risk Mitigation, SOX, Insurance, Process Improvement, PCAOB standards, 1940 Act, Securities Exchange Act..., Investment Advisers Act, Third Party Vendor..., Vendor Audit, OFAC, Sarbanes-Oxley Act, FATCA
Education
Thomas College
Bachelor of Science, Business Management
Financial Strategies of Lake Norman, Inc. 1997 - Present
The Stanfill Agency, Inc. 1991 - 1997
John Hancock Life Insurance Company (U.S.A.) 1988 - 1991
John Hancock Life Insurance Company (U.S.A.) 1985 - 1988
Skills
Financial Planning, Estate Planning, Investments, Retirement, Securities, Insurance, Small Business, Retirement Planning, Insurance Planning, Retirement Income..., IRA's, Annuities, Annuity, 401k, Long Term Care, Disability Insurance, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Asset Allocation, Series 7, Term Life Insurance, Series 6, Charitable Giving, 401k Rollovers, Fixed Annuities, Alternative Investments, Income Protection, Series 63
Education
The American College 1988 — 2008
ChFC, Financial Services
The Liberty Institue 1998 — 1998
CEP, Certified Estate Planner
The American College 1988 — 1988
LUTCF, Life Underwriters Training Council
Dickstein Shapiro LLP November 2009 - Present
Doing Small Miracles for Others May 2010 - March 2012
National Center for Refugee and Immigrant Children 2009 - 2009
The Honorable Reggie Walton of the U.S. District Court for the District of Columbia 2008 - 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
MetLife Financial Services 2003 - 2005
Skills
Litigation, Antitrust, Asylum Law, Civil Litigation, Financial Services, Immigration Law, Competition Law, Estate Planning, Appeals, Legal Issues, Corporate Law, Commercial Litigation, Arbitration
Education
The George Washington University Law School 2006 — 2009
Doctor of Law (J.D.)
University of Richmond 1999 — 2003
BSBA, Economics and International Business
Upper St. Clair HS
Upper St. Clair HS
First Financial Services of Michigan July 1999 - Present
Your Financial Coach Inc. February 2010 - Present
Macomb County Chamber of Commerce January 2006 - January 2009
John Hancock Life Insurance Company (U.S.A.) July 1997 - July 1998
Skills
Financial Management, Institutional Money..., Life Insurance Planning, Wealth Management, Strategic Financial..., Investment Strategies, Finance, IRAs, 401k, Retirement, Fixed Annuities, Estate Planning, Asset Allocation, Mutual Funds, Wealth, Financial Planners, Series 7, Long-term Care
Education
University of Pittsburgh Center for Fiduciary Studies 2006 — 2006
Accredited Investment Fiduciary, AIF
International Association of Registered Financial Consultants 2002 — 2002
Registered Financial Consultants, RFC
The American College 2000 — 2002
Life Underwriting Training Council Fellow
Western Michigan University 1993 — 1997
Bachelor, Business Administration
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
ABC Sales & Marketing Consulting, Inc. February 2009 - Present
Beutler Corp. June 2002 - February 2009
Maloof Sports & Entertainment 1994 - 2002
John Hancock Life Insurance Company (U.S.A.) 1993 - 1994
Skills
Strategic Planning, Customer Service, Management, Budgets, Business Planning, Microsoft Word, Sales Management, Leadership, Microsoft Excel, Microsoft Office, Training, Advertising, Public Speaking, Sales Process, Team Leadership, Team Building, Time Management, Purchasing, Marketing Communications, Sales Operations, Negotiation, Process Scheduler, Sales, Analysis, Account Management, Contract Negotiation, Human Resources
Education
University of California, Santa Barbara
Rabobank, National Association June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2013
Wells Fargo Bank June 2006 - July 2007
Bank of the West June 2003 - June 2006
Bank of the West June 2003 - December 2003
Skills
Portfolio Management, Financial Modeling, Corporate Finance, Credit, Valuation, Investments, Economics, Credit Analysis, Financial Analysis, Microsoft Excel, Equity Valuation, Underwriting, Management, Analysis, Private Placements, Loans, Banking, Wealth Management, Credit Risk, Insurance, Finance
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Aon Hewitt June 2013 - Present
Aon Hewitt May 2012 - June 2013
ADP July 2009 - May 2012
ADP 2004 - 2009
ADP 1998 - 2004
ADP 1996 - 1998
ADP 1995 - 1996
ADP September 1994 - 1995
Simplex 1992 - September 1994
John Hancock Life Insurance Company (U.S.A.) 1991 - 1992
Skills
HRO, RPO, HR Transformation, Large Account Sales, Outsourcing, BPO, SaaS, Cloud Computing, HCM, Global Talent..., Global Payroll, Benefits Administration, Talent Management, Strategic Selling, Applicant Tracking..., Workforce Management, Software Sales, Professional Services, HR Consulting, Global HR, Salesforce.com, Divestitures, Acquisition Integration, Spin-offs, Payroll, ADP Payroll, Personnel Management, Recruiting, Human Resources, Selling, Sales Process, Sales, Customer Retention, Leadership, Sales Operations, Management, Business Development, Cold Calling, Executive Management, Building Relationships, Sales Management, Employee Benefits, Deferred Compensation, HRIS, CRM, Relationship Building
Education
The University of Memphis 1986 — 1990
BBA, Finance
Texas Commercial Mortgage, LLC March 2009 - Present
Imperial Capital Bank September 2004 - March 2009
North Houston Bank June 2003 - August 2004
iCap Realty Advisors January 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) January 1999 - November 2000
Bank of America August 1997 - January 1999
Grubb & Ellis August 1995 - August 1997
Skills
Real Estate, Mortgage, Commercial Mortgages, Underwriting, Banking, Loans, Brokerage, Apartments, Financial Analysis, Investments, Credit, Dispositions, Investment Properties, Real Estate Investment, Loan Structuring, Real Estate Finance, Commercial Lending, Finance, Real Estate Economics, Sales, Mortgage Lending, Loan Origination, Commercial Real Estate
Education
Texas A&M University 1987 — 1989
Masters, Land Economics & Real Estate
Texas A&M University 1981 — 1985
B.S., Landscape Architecture
LTC Financial Partners January 2009 - Present
John Hancock April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
UVEST Financial Services 2004 - 2006
Jackson National Life Institutional Marketing Group 1999 - 2004
Jackson National Life 1997 - 2003
SunAmerica 1996 - 1997
Independent Financial Marketing Group 1994 - 1997
GNA 1987 - 1992
Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance
Education
Texas State University 1968 — 1971
Advertising, Marketing
Coaching Equals Progress LLC March 2012 - Present
West Anne Arundel County Chamber of Commerce September 1987 - Present
West Anne Arundel County Chamber of Commerce May 2013 - Present
Clarity 2 Prosperity Advisory Group March 2011 - March 2012
Strategic Coach Program September 1996 - March 2012
USA Tax & Insurance Services, Inc. March 2010 - January 2011
MDRT January 1997 - December 2010
JK Properties LLC. December 1999 - June 2010
Karsner Tax Advisory Group LLC April 1999 - March 2010
John Hancock Life Insurance Company (U.S.A.) June 1980 - April 1999
Skills
Leadership, Success Oriented, Honesty, Accountable, Passionate about work, Family, Trustworthy, Recognize Opportunities, Leading Change, Building Customer..., Professional Experience, Encouraging, Accountability, Coaching, Organizational..., Executive Development, Business Coaching, Executive Coaching, Nonprofits, Organizational..., Fundraising, Consulting, Team Building, Career Development, Conflict Resolution, Culture Change, Strategy, 360 Feedback, Life Coaching, Staff Development, Marketing, Motivational Speaking, Lifestyle Coaching, Personal Branding, Personal Coaching, Training, Change Management, MBTI, Interview Preparation, Public Speaking, Talent Management, Entrepreneurship, Management Development, Workshop Facilitation, Work Life Balance, Leadership Development, Emotional Intelligence, Personal Development, Career Management
Education
Coaches Training Institute 2012 — 2013
Coaches Training Program, Co Active Coaching
Towson University 1975 — 1979
BS, Government, Graduated Cum Laude
Archbishop Curley High School 1971 — 1975
High School Diploma, Bachelor of Science, A
John Hancock November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2012
Skills
Actuarial Science, Variable Annuities, Life Insurance, Hedging, Microsoft Excel, Insurance, Financial Analysis, Investments, Data Analysis, Risk Management, VBA, Fixed Annuities, Financial Risk, Financial Modeling, Analysis, Financial Services, Retirement
Education
Tufts University 2007 — 2010
Bachelor of Arts
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
Financial Planning Association 2007 - Present
Financial Network Associates June 2010 - February 2012
White Horse Advisors August 2008 - March 2010
SunTrust Bank January 2008 - May 2008
Skills
Financial Planning, Wealth Management, Financial Analysis, Retirement Planning, Certified Financial..., Series 7, Series 66
Education
The University of Georgia 2003 — 2007
Bachelor of Science, Family Financial Planning
Wheeler High School
ITI Strategies, Peekskill NY November 2012 - Present
AXA Advisors November 2007 - November 2012
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2007
Skills
Investments, Insurance, Estate Planning, Asset Managment, Financial Services, Series 7, Series 66, Variable Annuities, Fixed Annuities, Securities, Wealth, Long-term Care, Small Business, Finance, Business Planning, Account Management, Series 63, Retirement, FINRA, Series 6, Term Life Insurance, Asset Management, Uniform Combined State...
Education
Towson University
BS
Fidelity Investments June 2015 - August 2015
Axia Ltd. April 2014 - June 2014
Axia Ltd. April 2013 - April 2014
Sun Life Financial August 2012 - April 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Tufts University September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Analytics, Competitive Analysis, Process Improvement, Business Development, Team Leadership, Visio
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
St. Paul's School 2002 — 2006
John Hancock Financial Services February 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2011 - February 2013
United States Air Force March 2008 - August 2011
US Air Force September 2004 - March 2008
US Air Force March 1996 - September 2004
US Air Force July 1992 - March 1996
Skills
Military, Program Management, Leadership, Integration, Process Improvement, Training, Military Operations, Risk Management, Management, Operations Management, Quality Assurance, Project Planning, Project Management, Change Management, National Security, Team Building, Strategic Planning
Education
The Johns Hopkins University 1985 — 1989
Bachelors Degree, Electrical Engineering
University of Idaho
Masters Degree, Mathematics
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - November 2010
John Hancock Life Insurance Company (U.S.A.) January 2003 - 2009
John Hancock February 1997 - December 2002
Skills
Financial Services, Privacy Law, AML, Insurance, Risk Management
Education
University College Dublin 1989 — 1993
Bachelor of Commerce (BComm), Accounting
John Hancock Life Insurance Company (U.S.A.) January 2009 - Present
Education
The College of New Jersey 1991 — 1995
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
The Main Street Group/LPL Financial May 2012 - Present
Capitol Financial Solutions September 2003 - May 2012
John Hancock Life Insurance Company (U.S.A.) September 2003 - December 2008
AXA Advisors, LLC October 1978 - August 2003
Skills
Long-term Care, Retirement Planning, Financial Planning, Insurance, 401k, Wealth, Retirement, Financial Advisory, Mutual Funds, Investments, Wealth Management
Education
The American College 1979 — 2002
CLU, All facets of financial planning
Virginia Military Institute 1974 — 1978
Bachelor of Arts (BA), History, Biology
The Retirement Planning Group December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - December 2011
Bucharest Business Week June 2005 - July 2006
Skills
Retirement Planning, Investments, Social Security, Medicare, Tax Efficiency, Income Protection, Estate Planning, College Savings Plans, Insurance, Series 6, Series 65, Variable Annuities, Retirement
Education
University of Kansas 2001 — 2005
Bachelor's Degree, Political Science and Government with minor in Business Administration
RF Biocidics March 2013 - Present
Superior Farms June 2010 - March 2013
John Hancock Life Insurance Company (U.S.A.) December 2009 - June 2010
PJ's Rebar, Inc. April 2008 - December 2009
Pacific Coast Producers October 2002 - October 2008
The Produce Exchange 1999 - 2002
Musco Family Olive Co 1997 - 1999
ConAgra Foods 1991 - 1997
Nestle 1989 - 1991
Skills
Product Development, Inventory Management, Marketing Strategy, P&L Management, Team Building, Forecasting, New Business Development, Strategic Planning, Budgeting, Customer Service, Business Strategy, Account Management, Contract Negotiation, Negotiation, Customer Relations, Problem Solving, Sales Management, Retail, Business Planning, P&L, Manufacturing, Mergers, Change Management, Organizational..., Strategy Development, Financial Analysis, Budgets, Strategy, Food Industry, Leadership, Food, Sales Operations, Pricing, Marketing, Start-ups, Operations Management, Sales, Finance, Purchasing, Key Account Management, FMCG, Process Improvement, Brand Development, Competitive Analysis, Consumer Products, Food Processing, Cross-functional Team..., Mergers, Management, Grocery
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance/Accounting
University of California, Davis
BS, Food Science and Engineering
Tokay High School
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) November 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) January 2007 - November 2008
Aviva Life Insurance Company 2004 - 2007
Education
University College Dublin 2000 — 2004
BComm, Actuarial and Financial
University College Dublin
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
YMCA of Greater Toronto October 2014 - Present
YMCA of Greater Toronto April 2015 - May 2015
www.LineToronto.ca August 2006 - December 2014
YMCA of Greater Toronto November 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) April 2011 - August 2012
Skills
Community Outreach, Leadership, Business Development, Training, Client Relations, Workshop Facilitation, Public Speaking, Client Expectations..., Employment Consulting, Workshop Development, French, Spanish, Youth Engagement, Internal Communications, Marketing Material..., Training & Development, Resume Writing, Nonprofits, Research, Customer Service, Intercultural..., Social Media
Education
University of Toronto 2014 — 2015
Six Sigma Certificate
Université Paris Sorbonne (Paris IV)
Certificat de Civilisation et Langue Francaise, Niveau B2.2
University of Massachusetts, Amherst
Professional 401 (K) Certification
York University 2006 — 2010
Bachelor of Arts (BA), Honors Double Major Economics and Spanish, GPA 3.05
John Hancock Life Insurance Company (U.S.A.) December 2011 - Present
Nine Circles April 2014 - Present
REI July 2011 - January 2012
Syracuse University Office of Off-Campus and Commuter Resources August 2010 - May 2011
Syracuse University Bird Library August 2009 - May 2011
Synergy Health & Fitness Center January 2004 - December 2009
Skills
Economics, Data Analysis, Policy Analysis, Customer Service, Team Leadership, Geography, Environmental Issues, Direct Sales, Sales Support, Membership Recruitment, Membership Services, Market Research, Qualitative Research, Online Research, Annuities, Data Entry, Microsoft Office, Matlab, Typing, Social Media, Blogging, research writing, APA, MLA, Problem Solving, Close Attention to..., Claims Management, Fixed Annuities, Variable Annuities, Pensions, Structured Settlements
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2007 — 2011
BA, Economics, Geography
Stride Rite April 2014 - July 2014
Sperry Top-Sider October 2012 - April 2014
J. Jill Group September 2010 - October 2012
John Hancock Life Insurance Company (U.S.A.) March 2008 - September 2010
Estee Lauder Companies October 2007 - March 2008
The TJX Companies, Inc September 2007 - October 2007
The TJX Companies, Inc. September 2006 - September 2007
Gap Inc May 2005 - September 2006
Skills
Inventory Management, Assortment, Visual Merchandising, Sales, Management, Merchandise Planning, Store Management, Trend Analysis, Apparel, Data Analysis, Inventory Control, Demand Forecasting, Customer Service, Fashion, Microsoft Excel, JDA, Customer Relations, Vendor Relations, Retail Management, Model Stock, Problem Solving, SAP BW, New Store Openings
Education
Syracuse University 2001 — 2005
Bachelor of Science, Retail Management and Consumer Studies
CBRE May 2014 - Present
CBRE June 2011 - May 2014
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2011
Skills
Strategic Planning, Research, Real Estate, Interviews, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Finance, Market Research, Public Speaking, CRM, New Business Development, Analysis, Customer Service, Access
Education
The Ohio State University 2006 — 2010
Family Financial Services, Financial Planning
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Munich American Reassurance Company 2008 - 2010
Towers Perrin 2004 - 2008
New York Life Insurance Company 1995 - 2004
Skills
ALM, Financial Reporting, Financial Analysis, Asset Modeling, Actuarial Science, Management, Insurance, Risk Management, Fixed Annuities, Valuation, Reinsurance, Financial Risk, Financial Modeling, Analysis
Education
University at Buffalo 1987 — 1989
Masters
John Hancock Life Insurance Company (U.S.A.) February 2006 - Present
SIG Securities, LLC 2003 - 2006
Unisyn Inc., an NFP Company 1992 - 2003
Skills
Retirement Planning, Mutual Funds, Annuity Sales, Life Insurance, Series 63, Series 7, Series 6, Securities, Financial Planning, Wealth Management, Fixed Annuities, Insurance, 401k, Term Life Insurance, FINRA
Education
University of Arizona
Bachelor of Science (B.S.)
University of Southern California
Master's degree
Pariter Wealth Management Group LLC October 2008 - Present
Pariter Securities LLC January 2008 - Present
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Skills
Series 7, Series 6, Financial Planning, Securities, Investments, Investment Advisory, Licensing, Series 63, Series 24, Compliance, Retirement Planning, Insurance, Trading, Series 65, Contract Negotiation, FINRA, Strategic Financial..., Mutual Funds, Asset Management, Alternative Investments, Financial Advisory
Education
Universidad de Puerto Rico 1992 — 1996
Advertising and Public Relations
Antilles Military Academy 1988 — 1992
American Family Insurance and Investments, LLC August 2010 - Present
MassMutual Financial Group April 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) March 2005 - April 2007
Skills
Fixed Annuities, Mutual Funds, Estate Planning, Long Term Care Insurance, Disability Insurance, Small Business, Retirement Planning, 401k, IRAs, 401k Rollovers, Employee Benefits, Series 63, Licensed Life & Health..., Variable Annuities, Roth IRA, Strategic Financial..., Series 7, Series 6, Whole Life, Equity Indexed Annuities, Universal Life, Brokerage, Bonds, Pensions, Stocks, Series 24, Series 65, Private Placements, ETFs, 1031 Exchanges, Insurance Brokerage, Variable Life, Investment Advisory..., Investment Advisor..., Investment Brokerage, Licensed Property &..., Socially Responsible..., Insurance Advisory..., 457 Plans, 403 b, series 53, Qualified Domestic..., 1035 Exchanges, Managed Asset Portfolios, Fee Based Financial..., Wealth Management..., Credit, Residential Mortgages, Business Networking, Property
Education
University of Maryland University College 1999 — 2002
Business and Management
The American College
Chartered Life Underwriter
NK HS
MassMutual Financial Group April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) February 2006 - April 2012
Hatzolas Yisroel 2004 - January 2006
Skills
Long Term Care, Annuities, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Estate Planning, Term Life Insurance, Group Benefits, Whole Life, Dental, Small Business, Insurance Planning, Succession Planning, Business Planning, Long-term Care, Pensions, 401k, Strategic Planning, Annuity, Underwriting, Sales Management, Coaching, Universal Life, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Financial Services, Long Term Care Insurance, IRAs, Finance, Wealth, Brokers, Marketing, Entrepreneurship, General Insurance, Wealth Accumulation, Life, 401k Rollovers, Fundraising, Financial Analysis, Retirement Savings, Permanent Life Insurance, Legal Liability, Buy-sell Agreements, Relationship Management, Health Savings Accounts, Personal Finance, Sales
Education
The American College 2010 — 2012
LUTCF, Life Underwriters Training Council Fellow
Yeshiva Gedolah Zichron Moshe South Fallsburg 2002 — 2003
Research Talmudic Studies
Meor Yizchok Rabbi Waschman 1998 — 2001
Research Talmudic Studies
Sandler Training
Certification of Sales Professional, Bronze Level
John Hancock Investments July 2015 - Present
Commerzbank AG June 2014 - September 2014
American Land Title Association January 2014 - May 2014
Aflac March 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Federation for Children with Special Needs May 2011 - August 2011
Skippy's Pier One Restaurant June 2010 - August 2010
Project Place July 2009 - August 2009
Skills
Microsoft Office, Spanish, German, Teamwork, Online Research, Time Management, Marketing, Customer Service, Financial Modeling, Social Networking, Microsoft Word, Leadership, CRM, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA) and Minor in German Literature and Language, International Business
Universidad Torcuato di Tella 2013 — 2013
Study Abroad, International Business
Milton Academy 2007 — 2011
Diploma
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services June 2013 - March 2015
John Hancock Life Insurance Company (U.S.A.) - International Group Program (IGP) June 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - June 2012
Union Graduate College September 2003 - June 2006
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Insurance, Event Management, PowerPoint, Customer Relations, Microsoft Office, Research, Marketing Communications, Marketing Event Planning, Community Engagement, Corporate Social..., Volunteering, Public Relations, Social Media, Microsoft Excel, Relationship Development, Analysis, Social Media Marketing, Management, Customer Service, Marketing
Education
Rivier College 2011 — 2014
MBA, Marketing
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics, English
Northfield Mount Hermon 1999 — 2003
High School
Standish Mellon Asset Management October 2014 - Present
Standish Mellon Asset Management March 2013 - September 2014
Standish Mellon Asset Management June 2012 - February 2013
Standish Mellon Asset Management June 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Skills
Derivatives, Trading, Asset Allocation, Financial Modeling, Fixed Income, Portfolio Management
Education
University of Richmond 2007 — 2011
Bachelor of Arts, History, Business
The University of Hong Kong 2009 — 2009
Business
John Hancock Life Insurance Company (U.S.A.) November 2011 - Present
Banco Santander November 2011 - Present
Education
Universidad Politécnica de Puerto Rico
BBA In Industrial Management
Putnam Investments October 2000 - Present
Putnam Investments September 1998 - October 2000
John Hancock Life Insurance Company (U.S.A.) September 1994 - August 1998
Skills
Financial Advisory, Series 65, Separately Managed..., Management, New Business Development, Insurance, Finance, Fixed Income, Fixed Annuities, Strategic Financial..., Series 24, FINRA, Capital Markets, Investment Management, ETFs, Accounting, Financial Modeling, Salesforce.com, Bloomberg, Financial Analysis
Education
Tufts University 1990 — 1994
BA, Economics
John Hancock Life Insurance Company (U.S.A.) January 1992 - Present
Education
State University of New York at Albany
Bachelor of Arts (B.A.)
Darden Restaurants May 2005 - Present
Impulse Point January 2004 - April 2005
John Hancock Life Insurance Company (U.S.A.) May 2003 - December 2003
Siemens Enterprise Communications May 1994 - April 2003
Skills
Java, Software Development, Web Services, SOA, TFS, IIS, Security, .NET, JavaScript, C#, Visual Studio, Microsoft SQL Server, SQL, ASP.NET, XML, SOAP
Education
Technische Universität München
Dipl. Phys., Technical Physics
Loomis, Sayles & Company January 2011 - Present
Columbia Management October 2010 - February 2011
John Hancock Life Insurance Company (U.S.A.) July 2009 - October 2010
Charles River Development February 2008 - June 2009
Skills
Equities, Order Management, Finance, Hedging, Fixed Income, Trading Systems, Electronic Trading, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Market Data, FX Options
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Entrepreneurship
Texas A&M University
MS, Mechanical Engineering
WCE
BE, Mechanical Engineering
John Hancock Life Insurance Company (U.S.A.) 1996 - March 2012
John Hancock Life Insurance Company (U.S.A.) 1991 - 1996
John Hancock Life Insurance Company (U.S.A.) 1990 - 1991
John Hancock Life Insurance Company (U.S.A.) 1989 - 1990
John Hancock Life Insurance Company (U.S.A.) 1987 - 1989
Integrated Capital Services 1986 - 1987
Donnelley Marketing 1985 - 1986
Skills
Business Strategy, Consensus Building, Mutual Funds, Series 7, Fixed Annuities, Series 63, Investments, Retirement Planning, Insurance, Alternative Investments, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Financial Services, New Business Development, Marketing Strategy, Relationship Management, Strategic Planning, Life Insurance
Education
University of Toronto - Rotman School of Management
Executive Programs
Tulane University 1981 — 1985
BA, American Studies
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
US Navy Reserve June 2014 - December 2014
US Navy, Naval Satellite Operations Center September 2009 - February 2012
U.S. Navy May 2000 - February 2012
US Navy April 2009 - September 2009
US Navy October 2006 - April 2009
US Navy May 2004 - October 2006
Skills
Aviation, Safety, Project Management, Security Clearance, Defense, Military Experience, Program Management
Education
United States Naval Academy 1996 — 2000
BS, Economics
WEV
MetLife June 2002 - Present
John Hancock Life Insurance Company (U.S.A.) July 1999 - June 2002
Education
The American College 2009 — 2011
CERTIFIED FINANCIAL PLANNER(TM), Investments, Estate Planning, Retirement Planning, Taxation, Insurance
West Chester University of Pennsylvania 1995 — 1999
B.S., Business Management
Lansdale Catholic
Questar Capital November 2012 - Present
The Wall Insurance School January 2002 - Present
Ciola & Associates Inc January 1995 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - October 2010
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Licensed Life & Health...
Education
Universidad Nacional de Rosario 1983 — 1988
Bachelor in Business Administration
Voya Financial September 2015 - Present
John Hancock Financial Services January 2013 - September 2015
John Hancock Financial Services June 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - August 2010
John Hancock August 2008 - July 2009
John Hancock May 2005 - August 2008
Baltimore Life October 1999 - March 2005
Milliman Inc October 1997 - October 1999
Aetna 1994 - 1997
Skills
Actuarial, Product Development, Valuation, Management, Life Insurance, Variable Annuities, US GAAP, IFRS, Insurance, Reinsurance, Fixed Annuities, ALM, Risk Management, Retirement, Investments, Financial Risk, Actuarial Science, Financial Reporting, Pricing, Long-term Care, Financial Modeling, Underwriting
Education
University College Dublin 1991 — 1994
BAFS
John Hancock Life Insurance Company (U.S.A.) November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - November 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) April 2007 - June 2010
Aviva Life Insurance Company 2000 - 2007
First Variable 1994 - 2000
Irish Life & Permanent 1981 - 1987
Skills
Risk Management, Insurance, Reinsurance, Valuation, Pricing, Mergers, Product Development, Financial Reporting, Investments, Actuarial Science, Finance, Pensions, Financial Modeling, Underwriting, Strategic Financial..., Management, Enterprise Risk..., Financial Risk, Strategic Planning, Business Strategy, Financial Services, Financial Analysis, ALM, Business Planning, Portfolio Management, Business Analysis, Fixed Annuities, Long-term Care, Strategy, Mergers & Acquisitions, Life Insurance, Process Improvement, Due Diligence, Executive Management, Equities, Corporate Finance, Analysis, Managerial Finance, Fixed Income, Internal Controls, Employee Benefits, Accounting, Capital Markets, Derivatives, Asset Management, Budgets, Business Development, Retirement, Forecasting, Embedded Value
Education
Trinity College Dublin 1977 — 1981
Belvedere College
Personal Service Marketing January 1991 - Present
US HealthGroup May 2005 - March 2007
American Medical Security April 1996 - December 1997
Hoffman Estates Chamber of Commerce January 1994 - January 1996
John Hancock Life Insurance Company (U.S.A.) February 1977 - April 1981
Skills
Insurance, Employee Benefits, Annuities, Health Insurance, Retirement, IRA's, Dental, Retirement Planning, IRAs, Fixed Annuities, Sales, Brokers, Disability Insurance, Small Business, Marketing, Medicare, Dentistry, Workers Compensation, Management
Education
UIC Chicago 1975 — 1976
Triton College 1972 — 1975
Holy Cross High School 1968 — 1972
Outside Raleigh Media July 2012 - Present
Outside Raleigh Marketing, LLC October 2011 - Present
Self 2008 - Present
ASARCO/ GRUPO MEXICO 2000 - 2008
Private 1999 - 2000
BHP Billiton 1993 - 1999
John Hancock Life Insurance Company (U.S.A.) 1991 - 1993
United States Air Force 1985 - 1991
Skills
Advertising, Accounting, Administration, Budgeting, Banking, Team Building, Business Analysis, Business Strategy, Business Intelligence, Business Planning, Business Management, Customer Relations, Coaching, Customer Service, Change Management, Contract Negotiation, Product Development, Graphic Design, Employee Relations, Fundraising, Forecasting, Financial Analysis, Financial Reporting, Government, Key Account Management, Team Leadership, Leadership Development, Social Media, Negotiation, Newsletters, Social Networking, New Business Development, Online Marketing, Operations Management, Organizational..., Public Relations, Problem Solving, Teamwork, Web Services, Budgets, Strategic Financial..., Management, Entrepreneurship, Strategic Planning, SEO, Finance, Business Process..., Marketing, Sales, Small Business
Education
University of Arizona
BSBA, Finance, Economics & Human Resource Management
Benedictine High School
Crescent Wealth Management 2003 - Present
Lincoln Financial Advisors January 2002 - August 2003
John Hancock Life Insurance Company (U.S.A.) August 1999 - January 2001
Skills
Wealth Management, Succession Planning, Wealth Transfer, Insurance, Estate Planning
Education
The University of Georgia
Transamerica Agency Network, Inc. 2013 - Present
Allstate Financial 2010 - 2013
MetLife 2009 - 2010
John Hancock Life Insurance Company (U.S.A.) 2008 - 2009
Nationwide Financial 2000 - 2008
Skills
Property & Casualty..., Series 6, Insurance, Health Insurance, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Series 63, Term Life Insurance, Underwriting, Retirement Planning, Mutual Funds, Employee Benefits, Long Term Care Insurance, 401k, IRAs
Education
The Ohio State University 1987 — 1992
Bachelor of Science (B.S.), Finance, General
Manulife Financial / John Hancock March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2013
John Hancock January 2009 - September 2011
John Hancock January 2006 - January 2009
Manulife Financial September 2004 - January 2006
ScotiaBank April 2002 - September 2004
BellSouth May 1997 - February 2001
Skills
SDLC, Requirements Gathering, Business Analysis, Visio, IT Strategy, SharePoint, Enterprise Architecture, Business Requirements, Software Development, Vendor Management, Call Centers, Requirements Analysis, Integration, Team Leadership, Unix, PMP, ITIL
Education
University of Waterloo 2006 — 2008
MMSc
Universidad Metropolitana (VE) 1991 — 1997
BSc.
Sallie Mae March 2008 - March 2012
Freddie Mac May 1998 - June 2007
BancOne Capital June 1996 - March 1998
Dupont World Marketing April 1992 - May 1996
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 1992
Skills
Fixed Income, Bloomberg, Securities, Equities, Derivatives, Middle Office, Back Office, Portfolio Management, Capital Markets, CDS, Asset Managment, Bonds, Mutual Funds, Mortgage Servicing, Hedge Funds, Corporate Actions, Risk Management, Operational Risk, Settlement, FINRA
Education
The Catholic University of America 1988 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
University of Notre Dame 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
John Hancock Life Insurance Company (U.S.A.) March 1976 - October 2007
Skills
Product Development, Financial Services, Insurance, Fixed Annuities, Written Communication, Marketing, Life Insurance, Investments
Education
Juilliard Evening Division 2008 — 2013
Music Theory and Appreciation
Tufts University 1972 — 1976
BS, Mathematics
BMI Lehman Engel Musical Theatre Workshop
Columbia Threadneedle Investments, US April 2013 - Present
Columbia Management August 2010 - April 2013
John Hancock Life Insurance Company (U.S.A.) June 2005 - September 2010
Skills
Series 7, Mutual Funds, 401k, Retirement Planning, Sales, Investments, Retirement, Series 63, Wealth Management, Fixed Income, Financial Services, Wholesale, IRAs, Salesforce.com, Sales Presentations, Asset Allocation, Fixed Annuities
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Universität Salzburg 2006 — 2006
Burke Mountain Academy
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
John Hancock Life Insurance Company (U.S.A.) November 1994 - December 2012
John Hancock Insurance Company November 1994 - July 2011
Skills
Employee Benefits, Retirement Planning, 401k, Investments, Life Insurance, Insurance, Long Term Care Insurance, Retirement, Account Management, Strategic Planning, Financial Analysis, Business Analysis, Sales Management, Banking
Education
Temple University 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Father Judge High School
Manulife Financial March 2008 - Present
John Hancock 2003 - Present
John Hancock Financial 2003 - Present
John Hancock Life Insurance 2003 - 2009
John Hancock Life Insurance Company (U.S.A.) 2003 - 2009
John Hancock /Manulife Financial 2003 - 2009
Sun Microsystems 2001 - 2003
Sun 2000 - 2003
Netscape Communications 2001 - 2002
DataMirror February 1999 - February 2001
Education
1989 — 1995
Transamerica September 2008 - Present
Transamerica May 2007 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2003 - April 2007
AXA Advisors August 1999 - March 2003
SunTrust Bank April 1993 - July 1999
Education
Towson University
Bachelor of Science (BS), Finance, Economics
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - March 2013
State Street June 2010 - August 2012
Evergreen Investments November 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Bloomberg
Education
Syracuse University 2002 — 2006
Bachelor of Arts, History
Milton Academy 1998 — 2002
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
John Hancock April 2009 - October 2011
John Hancock November 2006 - April 2009
Skills
Mutual Funds, Financial Services, Insurance, Microsoft Excel, Process Improvement, Business Analysis, Customer Service, Retirement, Onboarding, Technical Trainers, Training, Employee Training, Operations Specialist
Education
Syracuse University 1996 — 2000
BS, Geology
John Hancock Financial Services June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
ARCIM Advisors LLC August 2007 - September 2009
JPMorgan Chase August 2005 - August 2007
Skills
Risk Management, Trade Execution, Fundamental Research, Derivatives, Trading, Financial Analysis, Excel, Financial Reporting, Business Analysis, Commodities, Hedging, Commodity, Financial Modeling, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Accounting
PMI Tampa Bay Chapter March 2013 - Present
The Nielsen Company April 2007 - Present
The Nielsen Company May 2006 - April 2007
The Nielsen Company January 2005 - May 2006
The CGI Group Inc. November 2001 - August 2003
John Hancock Life Insurance Company (U.S.A.) August 2000 - November 2001
John Hancock Life Insurance Company (U.S.A.) August 1999 - August 2000
IMRGlobal Inc. August 1999 - December 1999
Marchands Unis Inc. September 1997 - August 1999
Desjardins-Laurentian Life Group June 1995 - September 1997
Skills
Project Management, Agile Project Management, Oracle SQL, Rational Quality Manager, Six Sigma, CMM, Full SDLC, Business Process..., Performance Metrics, Metrics Reporting, Metrics Definition, Business Analysis, Business Intelligence, LOMA, Help Desk Implementation, Office Automation, IT Management, RFP Design, RFI, DMAIC, Cross-functional Team..., Cross-cultural Teams, Cross-cultural..., Quality Assurance, Software Project..., SDLC, Software Quality...
Education
Université de Sherbrooke 1983 — 1986
Bachelor, Computer Sciences
Université Laval 1979 — 1982
Bachelor, Biochemistry
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
John Hancock October 2008 - May 2011
Van Kampen Investments October 2006 - September 2008
Skills
Series 24, Series 7, Series 6, Series 63, Variable Products, Life & Health Insurance..., 401k, Mutual Funds, Retirement, Retirement Planning, Series 65, Asset Allocation, Variable Annuities, Separately Managed...
Education
The University of Kansas 2002 — 2006
Business
E.I.P. Inc. May 2012 - Present
Union Bank July 2010 - July 2012
John Hancock Life Insurance Company (U.S.A.) April 2006 - August 2010
Skills
Building Relationships, Sales Operations, Securities, Series 7, Sales, Relationship Management, Fixed Annuities, 401k Rollovers, 401k plan design and..., Finance, Mutual Funds, Asset Allocation, Wealth Management, 401k, Retirement Planning, Series 63, Retirement, Investments, Financial Services
Education
University of California, Los Angeles 2002 — 2006
Sociology, Economics
Elekta May 2010 - Present
Elekta September 2003 - April 2010
Stentor/Philips May 2001 - April 2003
support.com June 1999 - March 2001
Extensity 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1988 - 1991
Skills
Medical Devices, Radiation Therapy, Account Management, Capital Equipment, Healthcare, Market Development, Oncology, Product Launch, Product Management, Sales, Salesforce.com, Cross-functional Team..., Healthcare Information...
Education
University of California, Berkeley 1983 — 1988
BA, Applied Mathematics
The Athenian School
New Century Insurance Services, Inc. July 2001 - Present
AXA Advisors June 2000 - July 2001
John Hancock Life Insurance Company (U.S.A.) June 1999 - June 2000
Prudential Financial January 1997 - June 1999
Skills
Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella Insurance, Casualty, Liability, D&O, Brokers
Education
University of California Berkeley 1991 — 1996
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors, LLC February 2009 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - January 2009
Education
University of Arizona 2003 — 2008
B.A., Communication, Business, Spanish, Portuguese
BlueCross BlueShield of SC June 2009 - Present
UniCare/Wellpoint May 1997 - February 2009
John Hancock Life Insurance Company (U.S.A.) September 1995 - May 1997
Resource Opportunities Inc. January 1994 - September 1995
Aetna Life & Casualty January 1985 - January 1994
Education
University of Alabama 1980 — 1984
B.A., COMMUNICATION
Pine Street Inn September 2015 - Present
Pine Street Inn September 2014 - September 2015
Metropolitan Boston Housing Partnership September 2013 - August 2014
Brandeis University September 2011 - May 2013
Cambridge Housing Authority September 2012 - December 2012
Massachusetts Department of Housing and Community Development June 2012 - August 2012
Affordable Housing Organizing Committee (AHOC) 2007 - 2012
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
Skills
Public Policy, Stata, Policy Analysis, Community Development, SPSS, Community Outreach, Non-profits, Volunteer Management, Research, Data Analysis, Policy, Proposal Writing, Database Design, Workshop Facilitation, Qualitative Research, Analysis, Community Engagement, Affordable Housing, Nonprofits
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 2011 — 2013
MPP, Poverty Alleviation
Wesleyan University 2000 — 2004
B.A., Sociology, Government
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Gagnon Consultants, LLC February 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2003 - February 2005
McCamish Systems August 1997 - April 2003
Skills
Insurance, SDLC, Application Development, Systems Analysis, Requirements Analysis, Analysis, Software Development, Business Analysis, Problem Solving, Databases, Vendor Management, Requirements Gathering, Business Intelligence, SQL, Software Project..., Microsoft SQL Server, Integration, Visio, Business Requirements, SharePoint
Education
Université du Québec à Montréal 1980 — 1984
B.A., Computer Science
World Golf Hall of Fame January 2014 - Present
Retired September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 1998 - September 2013
Met Life 1995 - 1998
Prudential Select Brokerage 1976 - 1995
Skills
Series 6, Insurance, Estate Planning, Retirement Planning, Retirement, Mutual Funds, Series 7, Fixed Annuities, 401k, Series 63, Life Insurance, Variable Annuities, Wealth Management, IRAs, Disability Insurance, Long Term Care Insurance, Long-term Care
Education
The American College 1983 — 1985
CLU, ChFC, Insurance, Financial Services
Acorn Financial October 2008 - Present
John Hancock Life Insurance Company (U.S.A.) January 2005 - August 2008
Skills
Series 7, Series 24, Life Insurance, Financial Services
Education
Union College 2000 — 2004
Philosophy
Prudential Financial August 2015 - Present
Prudential Financial April 2014 - August 2015
Prudential Financial March 2013 - April 2014
Prudential Financial October 2011 - March 2013
John Hancock Life Insurance Company (U.S.A.) July 2010 - October 2011
Milliman October 2008 - October 2009
Mercer June 2007 - September 2008
Skills
Valuation, SAS, Actuarial Science, Statistics, Quantitative Analytics, Data Analysis, Financial Analysis, Defined Benefit, Pensions, Economic Capital, Statistical Modeling, Solvency II, SAS programming, Financial Reporting, Fixed Income, ALM, Pension Administration, Access, Business Analysis, Financial Modeling, Asset Management, Insurance, Capital Markets, Employee Benefits, Mergers & Acquisitions, Analytics, Enterprise Risk..., Risk Management, Reinsurance, Health Insurance, VBA, Quantitative Finance, Financial Risk, Analysis, Visual Basic, Finance, Corporate Finance, Underwriting, Retirement, Derivatives, Forecasting, Microsoft Excel, Fixed Annuities, Capital Management, Hedging, Pension Funds, Variable Annuities, Predictive Modeling, Embedded Value, MoSes
Education
State University of New York at Albany
Masters, Mathematics
Self Employed - Writer, Editor and Blogger November 2011 - Present
Prescription Solutions June 2009 - November 2011
Prescription Solutions June 2009 - November 2011
Wellpoint NextRx July 2001 - May 2009
Wellpoint, Inc January 2001 - May 2009
ProAmerica Managed Care January 1999 - January 2001
ProAmerica Managed Care 1999 - 2001
Advance Paradigm January 1998 - January 1999
John Hancock Life Insurance Company (U.S.A.) 1995 - 1996
Skills
Creative Writer, Proposal Writing, Proposal Management, Account Management, Client Retention, Client Relationship..., Editing, Proofreading, Customer Retention, Content Management, CRM, Management, Program Management, Research, Marketing, Email Marketing, Technical Writing, Social Media Marketing, Corporate Communications, Employee Benefits, RFP, Sales, Marketing Communications, Call Centers, Blogging, Marketing Strategy, New Business Development, Strategy, Leadership, Microsoft Word, Training, Healthcare, Team Leadership, Negotiation, Quality Assurance, Copywriting, Time Management, Analysis, Market Research, Pharmacy Benefit..., Customer Satisfaction, Strategic Planning, Process Improvement, Project Management, Cross-functional Team..., Health Policy, Team Building, Sales Process, Salesforce.com, Writing
Education
The University of Texas at Arlington 1982 — 1987
BA, Journalism, Communications, English
University of Texas 1982 — 1987
A, Communications; Journalism
Hill Holliday April 2013 - Present
Hill Holliday February 2011 - March 2013
Hill Holliday October 2010 - February 2011
Hill Holliday January 2010 - August 2010
Wellesley College June 2007 - January 2010
Vistaprint June 2009 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - August 2008
Education
Wellesley College 2006 — 2010
Bachelor of Arts
The University of Hong Kong 2008 — 2009
Study Abroad
FORMA Therapeutics December 2011 - Present
IntelligentMDx February 2010 - December 2011
Salient Surgical Technologies, Inc. 2008 - 2009
Liberty Mutual 2005 - 2008
Manulife Financial 2005 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
PricewaterhouseCoopers 1996 - 2000
Capital Economics 1992 - 1994
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
University of California, Los Angeles 1980 — 1984
BA, Economics
Delphi 2010 - Present
Fluke Biomedical (a Danaher Company) 2006 - 2010
H&M PROFESSIONAL SERVICES 2005 - 2006
The Little Tikes Company (a Newell Rubbermaid Company) 2004 - 2005
Hunt Valve 2002 - 2004
The Dipaolo Corporation 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
Transtar Industries 1998 - 1999
Education
Youngstown State University 1996 — 1998
MBA, Accounting
The Ohio State University Fisher College of Business 1994 — 1996
BSBA, Accounting and Finance
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
R.L. Worth & Associates June 2007 - October 2011
Skills
Commercial Real Estate, Real Estate Finance, Valuation, Portfolio Management, Financial Analysis, Real Estate Transactions, Negotiation, Financial Modeling, Real Estate Development, Investment Properties, Contract Negotiation, Business Analysis, Disposition, Microsoft Office, Microsoft Excel, Due Diligence, Finance, Real Estate, Investments, Asset Management
Education
The University of Texas at San Antonio 2003 — 2008
Bachelor, Finance
Little Passports October 2012 - Present
Morgan Stanley Investment Management October 2006 - August 2009
HSBC October 2005 - October 2006
British Airport Authority - BAA February 2004 - August 2004
Hewitt Associates July 1998 - November 2003
John Hancock Life Insurance Company (U.S.A.) May 1997 - August 1997
Skills
Human Resources, Talent Management, Succession Planning, Employee Engagement, Performance Management, Employee Relations, HR Consulting, HR Policies, Onboarding, HRIS, Recruiting, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Change Management, Leadership Development
Education
London School of Economics and Political Science 2004 — 2005
Msc, Industrail Relations and Human Resource Management
University of North Carolina at Chapel Hill 1994 — 1998
BA, Industrial Relations and Psychology
Hornsby Asset Management, LLC March 2014 - Present
Allstate Financial Services December 2002 - January 2014
Raymond James Financial Inc. October 1996 - December 2002
John Hancock Life Insurance Company (U.S.A.) April 1990 - October 1996
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance
Education
The University of Georgia 1966 — 1969
Bachelor of Arts, History and English Literature
FINRA
Risk Management Foundation of the Harvard Medical Institutions, Inc. March 2007 - Present
StoneGate Partners LLC May 2005 - March 2007
Boys & Girls Clubs of Boston May 2001 - June 2005
John Hancock Life Insurance Company (U.S.A.) September 1986 - May 1997
Skills
Investments, Financial Modeling, Leadership, Financial Analysis, Private Equity, Organizational..., Risk Management, Strategic Financial...
Education
The University of Memphis
MA, Economics
University of Maine
BA, Economics
Milliman January 2013 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2012
Manulife Financial January 2011 - April 2011
Health Canada May 2010 - August 2010
Skills
Life Insurance, Databases, Actuarial Science, Valuation, VBA, Visual Basic, Python, Java, Statistics, C++, Visual Studio, Insurance, Variable Annuities, Stochastic Modeling
Education
Wilfrid Laurier University 2009 — 2014
Bachelor of Business Administration (BBA), Finance
University of Waterloo 2009 — 2014
Bachelor's degree in Mathematics, Statistics, Actuarial Science
The University of British Columbia 2008 — 2009
United Retirement Plan Consultants July 2015 - Present
Fifth Third Institutional Services July 2011 - July 2015
ADP September 1999 - July 2011
John Hancock Life Insurance Company (U.S.A.) 1992 - 1999
Education
The Ohio State University
BS
Western & Southern Life Insurance Co. May 2008 - Present
Nationwide Insurance February 1996 - July 2005
John Hancock Life Insurance Company (U.S.A.) February 1976 - April 1993
Skills
Fixed Annuities, Sales, Training, Succession Planning, Retirement Planning
Education
The American College 1980 — 1985
CLU ChFC
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
Pacific Life June 1996 - June 2008
Transamerica Life Insurance Company January 1988 - June 1996
Education
Trinity College Dublin 1977 — 1981
BA, Mathematics
EMPOWER Retirement January 2015 - Present
Great-West Retirement Services April 2010 - January 2015
John Hancock Life Insurance Company (U.S.A.) August 1996 - March 2010
John Hancock August 1996 - February 2010
Skills
Profit Sharing, Retirement Plan..., 401k, Fixed Annuities, Mutual Funds, Series 63, Defined Contribution, Retirement, ERISA, Series 7, Retirement Planning, IRAs, Wealth Management, Pensions, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Health Insurance, Fiduciary, Portfolio Management, Life Insurance, Term Life Insurance, ETFs, Securities, Asset Allocation, Asset Management, Financial Services, Wealth, Investment Strategies, Series 65, Separately Managed..., Executive Pay, Employee Benefits, Relationship Management, Investment Management, Qualified Retirement..., Series 24, Wealth Management..., Alternative Investments, Financial Planners, Long-term Care, 401k Rollovers, Estate Planning, Variable Annuities
Education
Texas A&M University 1990 — 1993
BA, English
John Hancock Life Insurance Company (U.S.A.) 1999 - Present
Manulife Financial 1994 - 1998
CIGNA Life Insurance Company of Canada 1980 - 1993
Skills
401k, Retirement, Pensions, Financial Services, Business Planning, Series 6, Deferred Compensation, Sales Management, Retirement Planning
Education
Trent University 1974 — 1977
Bachelor of Arts
Opal Construction Corp July 1993 - Present
John Hancock Life Insurance Company (U.S.A.) April 1993 - July 1993
Skills
Site work/ Paving and..., Construction, Renovation, Strategic Planning, Contract Management, Site Work, Management, Project Management, Negotiation, Process Scheduler, Real Estate, Budgets, Construction Management, Project Planning, New Business Development, Leadership, Process Improvement, Real Estate Development, Contract Negotiation, Small Business, Contractors, Team Building, Program Management, Customer Service, Entrepreneurship, Pre-construction
Education
Buffalo State College 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
St. anthony high school
Mid-South Insurance January 1986 - Present
John Hancock Life Insurance Company (U.S.A.) 1987 - 1989
Metropolitan Life 1972 - 1979
Metropolitan Life January 1967 - 1972
Skills
All lines of insurance, Health Savings Accounts, Property & Casualty..., Commercial Insurance, Accident, Universal Life, Long Term Care Insurance, Medicare, Long-term Care, Employee Benefits, Life Insurance, Term Life Insurance, Insurance, Disability Insurance, Sales, Health Insurance, Fixed Annuities, Underwriting, Strategic Planning, Retirement Planning, Retirement, Whole Life, Team Building, Marketing, Brokers, Workers Compensation
Education
Elkin's School of Broadcasting and Technology
Institute of Insurance Marketing of Louisiana State University
Business Insurance
University of Alabama
University of North Alabama
EBMUD January 1999 - Present
East Bay Municipal Utility District 1999 - Present
UC Berkeley June 1988 - December 1998
John Hancock Life Insurance Company (U.S.A.) January 1984 - January 1989
Skills
Singing, Community Relations, scrabble, Community Outreach, Community Development, Scrabble, Policy Analysis, Event Planning, Fundraising, Nonprofits, Leadership
Education
UC Berkeley 1980 — 1983
BA, Political Science
College of Alameda 1979 — 1980
AA, Liberal Arts
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
Unbounded Solutions, Inc. November 2009 - March 2012
Sieena March 2008 - April 2009
Pirarte Casa Productora October 2007 - March 2008
Block Networks April 2005 - December 2006
Marcatel International April 2005 - December 2006
Epicor Software Corp October 2003 - April 2005
Skills
SharePoint, SharePoint Designer, Visual Studio, ASP.NET, C#, SQL Server, .NET, VB.NET, SQL, XML, InfoPath, Web Applications, HTML, CSS, Windows, T-SQL, Business Analysis, MOSS 2007, IIS, WSS 3.0, Crystal Reports, MS Project, Microsoft SQL Server, JavaScript, Microsoft Office..., SSRS, XSLT, Agile Methodologies, Software Development, Visual Basic, Java, Web Services, AJAX, VSS, WPF, Design Patterns, Windows Server, ADO.NET, Software Project..., SOAP, Database Design, UML, WCF, XHTML, ASP, SSIS, Databases, OOP, Subversion, C++
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 2003
BS, Computer Systems Engineering
US Trust 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Education
Tufts University
BA, Economics & History
First Solar June 2011 - Present
First Solar January 2010 - June 2011
First Solar June 2009 - January 2010
First Data Corporation February 2009 - June 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - February 2009
Skills
Agile Methodologies, T-SQL, TFS, SSRS, Microsoft SQL Server, Database Design, WCF, Visual Studio, .NET, Engineering, SQL, SDLC, Programming
Education
University of Bridgeport 2006 — 2007
Master's degree, Computer Engineering, 3.67
Jordan University of Science and Technology 1999 — 2004
Bachelor's degree
State Street Bank June 2015 - Present
Fidelity Investments September 2013 - June 2015
State Street Global Markets March 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - 2011
Education
State University of New York at Buffalo 2007 — 2012
Master of Arts (M.A.), Political Science
U S Environmental Protection Service, LLC July 2003 - Present
Pendleton Oil Mill, Inc. January 1975 - Present
United Financial Planning Services August 1974 - January 1975
John Hancock Life Insurance Company (U.S.A.) November 1972 - August 1974
Skills
Farms, Environmental..., Plant Nutrition, Advisory Boards, Certifications, Soil Fertility, Fertilizers, Fertility Enhancement, Nutrient Management, Seeding, Agribusiness, Horticulture, Weed Control, Integrated Pest..., Pesticide Application, Certified Pesticide..., Biological Nutrient..., Erosion Control, Soil Improvement, Water Conservation, Water Quality, Vegetation Management, Biotechnology, Hay, Hydroseeding, hydrosodding, Energy Efficiency
Education
The Citadel 1963 — 1967
Bachelor of Science (BS), Business Administration and Management, General