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
Employee
Years
Job
Industry
Joseph Crossett, CFA Joseph Crossett, CFA's John Hancock Life Insurance Company (U.S.A.) Experience July 2011 - December 2012
Job Investment Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
American Century Investments February 2015 - Present
American Century Investments January 2013 - February 2015
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2012
Avid Technology June 2009 - December 2010
Au Bon Pain March 2010 - June 2010
Ameriprise Financial October 2008 - May 2009
Skills
Bloomberg, Financial Analysis, Valuation, Corporate Finance, Investments, Capital IQ, Factset, Finance, Equity Research, Portfolio Management, Mutual Funds, Fixed Income, Due Diligence, Financial Services, Equities, Microsoft Excel, Analysis, Financial Reporting, Strategy, Financial Risk, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Bentley University 2007 — 2010
Bachelor of Science, Economics & Finance
Copenhagen Business School 2009 — 2009
Binal Bhavsar Binal Bhavsar's John Hancock Life Insurance Company (U.S.A.) Experience March 2011 - March 2013
Job Enterprise Architect at The Cooperators Group Limited
Industry Information Technology and Services
Experience
The Co-operators September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2013
Canadian Tire Financial Services June 2005 - May 2008
Thoughtcorp December 2004 - June 2005
Ontario Ministry of Finance January 2004 - November 2004
DMR, une division de Fujitsu Conseil (Canada) inc. December 2002 - January 2004
Optimal Payments August 2001 - October 2002
Orient Infotech November 1998 - July 2001
Skills
Enterprise Architecture, IT Strategy, Business Architecture, Architecture Governance, TOGAF, Solution Architecture, Strategic Architecture, SOA, Reference Architecture, Integration, Architecture, SDLC, Cloud Computing, Systems Analysis, Business Process, Agile Methodologies, Architecture Frameworks, Data Warehousing, Data Modeling, Architecture Assessment, Business Intelligence
Education
Bhavnagar University 1991 — 1995
Bachelor’s degree in engineering, Specialization with Electronics & Communication
The Co-operators September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - March 2013
Canadian Tire Financial Services June 2005 - May 2008
Thoughtcorp December 2004 - June 2005
Ontario Ministry of Finance January 2004 - November 2004
DMR, une division de Fujitsu Conseil (Canada) inc. December 2002 - January 2004
Optimal Payments August 2001 - October 2002
Orient Infotech November 1998 - July 2001
Skills
Enterprise Architecture, IT Strategy, Business Architecture, Architecture Governance, TOGAF, Solution Architecture, Strategic Architecture, SOA, Reference Architecture, Integration, Architecture, SDLC, Cloud Computing, Systems Analysis, Business Process, Agile Methodologies, Architecture Frameworks, Data Warehousing, Data Modeling, Architecture Assessment, Business Intelligence
Education
Bhavnagar University 1991 — 1995
Bachelor’s degree in engineering, Specialization with Electronics & Communication
Michael Schessler Michael Schessler's John Hancock Life Insurance Company (U.S.A.) Experience September 2010 - September 2011
Job Regional Vice President Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services April 2014 - Present
TriNet June 2012 - April 2014
TWG Benefits March 2012 - June 2012
ADP Retirement Services September 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - September 2011
Paychex April 2009 - September 2010
Paychex April 2004 - March 2009
Paychex February 2001 - April 2004
Skills
Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, Business Intelligence, Insurance, Risk Management, PeopleSoft, Performance Management, Coaching, Account Management, Web Applications, Banking, Defined Benefit, Team Building, Workers Compensation, Sales Operations, Employee Benefits, Salesforce.com, Employee Relations, Series 6, Series 63, Life Insurance
Education
Bergen Community College 1992 — 1994
A.A.S., Business Administration
Ohio National Financial Services April 2014 - Present
TriNet June 2012 - April 2014
TWG Benefits March 2012 - June 2012
ADP Retirement Services September 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - September 2011
Paychex April 2009 - September 2010
Paychex April 2004 - March 2009
Paychex February 2001 - April 2004
Skills
Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, Business Intelligence, Insurance, Risk Management, PeopleSoft, Performance Management, Coaching, Account Management, Web Applications, Banking, Defined Benefit, Team Building, Workers Compensation, Sales Operations, Employee Benefits, Salesforce.com, Employee Relations, Series 6, Series 63, Life Insurance
Education
Bergen Community College 1992 — 1994
A.A.S., Business Administration
Camila Oliveira Camila Oliveira's John Hancock Life Insurance Company (U.S.A.) Experience April 2012 - February 2015
Job Sr. Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - February 2015
Biobricks Foundation January 2012 - January 2013
Policy Studies Institute May 2011 - July 2011
Free Lance Translation January 2008 - January 2011
Education
Bentley University 2008 — 2011
BA, Global Studies and International Economics
Westminster University 2009 — 2010
Study Abroad Program, International Economics
Principal Financial Group February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - February 2015
Biobricks Foundation January 2012 - January 2013
Policy Studies Institute May 2011 - July 2011
Free Lance Translation January 2008 - January 2011
Education
Bentley University 2008 — 2011
BA, Global Studies and International Economics
Westminster University 2009 — 2010
Study Abroad Program, International Economics
Cynthia Cavanaugh Cynthia Cavanaugh's John Hancock Life Insurance Company (U.S.A.) Experience Chief Compliance OfficerHancock Capital Investment Management, LLC2008 - Present
Job Managing Director at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) Chief Compliance OfficerHancock Capital Investment Management, LLC2008 - Present
John Hancock 2004 - Present
John Hancock Life Insurance Company Bond & Corporate Finance Group 2004 - 2011
Education
Bentley University
John Hancock Life Insurance Company (U.S.A.) Chief Compliance OfficerHancock Capital Investment Management, LLC2008 - Present
John Hancock 2004 - Present
John Hancock Life Insurance Company Bond & Corporate Finance Group 2004 - 2011
Education
Bentley University
Tony Salamone Tony Salamone's John Hancock Life Insurance Company (U.S.A.) Experience June 1980 - October 1983
Job Senior Vice President at Fundtech Corporation
Industry Financial Services
Experience
Fundtech Corporation November 2011 - Present
Fundtech Corporation June 2008 - November 2011
JPMorgan Chase 2008 - 2008
Intelisys/Metiom March 2001 - November 2001
JP Morgan Chase February 1996 - March 2001
Actorsingers 1991 - 1996
NCS March 1990 - March 1993
Chase Access Services November 1984 - March 1991
Interactive Data October 1983 - October 1984
John Hancock Life Insurance Company (U.S.A.) June 1980 - October 1983
Skills
New Business Development, Newsletter Production, Launching Of New..., Sales, Payments, Product Management, Enterprise Software, Banking, Business Analysis, Electronic Payments, Software Project..., Program Management, Requirements Analysis, Professional Services, B2B, CRM, Cash Management, FX Options, Financial Services, Internet Banking, Management, Mobile Payments, Payment Card Processing, Payment Systems, Product Launch, Quality Assurance, Risk Management, SDLC, SWIFT payments, SaaS, Testing, Treasury Management, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1986
Paralegal Certificate, Paralegal
Fordham University 1976 — 1980
BA, Political Science
Fundtech Corporation November 2011 - Present
Fundtech Corporation June 2008 - November 2011
JPMorgan Chase 2008 - 2008
Intelisys/Metiom March 2001 - November 2001
JP Morgan Chase February 1996 - March 2001
Actorsingers 1991 - 1996
NCS March 1990 - March 1993
Chase Access Services November 1984 - March 1991
Interactive Data October 1983 - October 1984
John Hancock Life Insurance Company (U.S.A.) June 1980 - October 1983
Skills
New Business Development, Newsletter Production, Launching Of New..., Sales, Payments, Product Management, Enterprise Software, Banking, Business Analysis, Electronic Payments, Software Project..., Program Management, Requirements Analysis, Professional Services, B2B, CRM, Cash Management, FX Options, Financial Services, Internet Banking, Management, Mobile Payments, Payment Card Processing, Payment Systems, Product Launch, Quality Assurance, Risk Management, SDLC, SWIFT payments, SaaS, Testing, Treasury Management, Vendor Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1986
Paralegal Certificate, Paralegal
Fordham University 1976 — 1980
BA, Political Science
Kasie Mina Kasie Mina's John Hancock Life Insurance Company (U.S.A.) Experience October 2003 - June 2006
Job
Industry Higher Education
Experience
Harvard University May 2015 - Present
Harvard University July 2012 - April 2015
Harvard University August 2010 - July 2012
Perkins June 2006 - August 2010
John Hancock Life Insurance Company (U.S.A.) October 2003 - June 2006
Education
Bentley University 2003 — 2006
MBA, Entrepreneurial studies
Northeastern University 1999 — 2002
Bachelors, Accounting and Finance
Dutchess Community College 1997 — 1999
Associates, Business Administration
Harvard University May 2015 - Present
Harvard University July 2012 - April 2015
Harvard University August 2010 - July 2012
Perkins June 2006 - August 2010
John Hancock Life Insurance Company (U.S.A.) October 2003 - June 2006
Education
Bentley University 2003 — 2006
MBA, Entrepreneurial studies
Northeastern University 1999 — 2002
Bachelors, Accounting and Finance
Dutchess Community College 1997 — 1999
Associates, Business Administration
Rob Rejewski's John Hancock Life Insurance Company (U.S.A.) Experience July 2008 - January 2014
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Sean Hayward's John Hancock Life Insurance Company (U.S.A.) Experience January 2011 - January 2012
Job Sales Operations Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2012
John Hancock October 2008 - April 2011
John Hancock July 2007 - October 2008
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) May 2006 - August 2006
Thomson CompuMark May 2005 - August 2005
Thomson CompuMark May 2004 - August 2004
Skills
Analysis, Management, CRM, Strategy, Strategic Planning, Business Development, Budgets, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MBA, Management of Operations and Technology
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
John Hancock Financial Services January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2012
John Hancock October 2008 - April 2011
John Hancock July 2007 - October 2008
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) May 2006 - August 2006
Thomson CompuMark May 2005 - August 2005
Thomson CompuMark May 2004 - August 2004
Skills
Analysis, Management, CRM, Strategy, Strategic Planning, Business Development, Budgets, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MBA, Management of Operations and Technology
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Raymond Boudreau, CEBS's John Hancock Life Insurance Company (U.S.A.) Experience 1998 - 2005
Job Office management
Industry Financial Services
Experience
RJB Consulting October 2012 - Present
SiteSpect, Inc. May 2013 - June 2014
Midway United Limited December 2006 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1991 - 1997
Skills
Microsoft Office 2007, Quickbooks, Paychex, 401k, Flexible Spending..., Accounting, Financial Analysis, Employee Benefits, Start-up Operations, Financial projections, Payroll Administration, Actuarial Support, Defined Benefit, Journal Entries, General Ledger, Expense Analysis, Budget Management, Profitability Analysis, Start-ups, Office Management, Budgeting, Financial Planning, Accounts Payable, Accounts Receivable, Reconciliation, Forecasting, Payroll, Cash Flow, Financial Accounting, Cash Management, Strategic Financial..., Expenses, Process Improvement, QuickBooks, Finance, Internal Controls, Account Reconciliation, Budgets, CO-PA, Fundamental Analysis
Education
Bentley University 1974 — 1978
BS, General Business
Wharton Business School 1986 — 1996
CEBS, Employee Benefits
Franklin Institute of Technology 1971 — 1974
Associates, Civil Engineering
RJB Consulting October 2012 - Present
SiteSpect, Inc. May 2013 - June 2014
Midway United Limited December 2006 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1991 - 1997
Skills
Microsoft Office 2007, Quickbooks, Paychex, 401k, Flexible Spending..., Accounting, Financial Analysis, Employee Benefits, Start-up Operations, Financial projections, Payroll Administration, Actuarial Support, Defined Benefit, Journal Entries, General Ledger, Expense Analysis, Budget Management, Profitability Analysis, Start-ups, Office Management, Budgeting, Financial Planning, Accounts Payable, Accounts Receivable, Reconciliation, Forecasting, Payroll, Cash Flow, Financial Accounting, Cash Management, Strategic Financial..., Expenses, Process Improvement, QuickBooks, Finance, Internal Controls, Account Reconciliation, Budgets, CO-PA, Fundamental Analysis
Education
Bentley University 1974 — 1978
BS, General Business
Wharton Business School 1986 — 1996
CEBS, Employee Benefits
Franklin Institute of Technology 1971 — 1974
Associates, Civil Engineering
Thomas Klejna's John Hancock Life Insurance Company (U.S.A.) Experience 1998 - 2000
Job Enterprise Architect at Tufts University
Industry Information Technology and Services
Experience
Tufts University May 2011 - Present
Citizens Bank October 2009 - May 2011
Klejna Associates, Inc. March 2009 - May 2011
EMC June 2008 - February 2009
Blue Cross & Blue Shield of RI January 2007 - June 2008
Blue Cross & Blue Shield of RI January 2007 - June 2008
Hanover Insurance March 2005 - November 2006
OneBeacon Insurance October 2001 - March 2005
Avicon 2000 - 2001
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
Enterprise Architecture, Software Project..., Integration, Security, Application Development, EAI, Enterprise Software, SDLC, Web Services, Architecture, IT Strategy, Software Development, Strategy, Oracle, Project Management, Testing, Mobile Web Design and..., Databases, Agile Methodologies, Requirements Analysis, Mobile Applications, Management, Cloud Computing, Mobile Devices, Business Intelligence, Information Technology, SaaS, Consulting, Information Security, Business Analysis, Application Architecture, Unix, Data Modeling, IT Management, Solution Architecture, System Architecture, Disaster Recovery, Vendor Management, Requirements Gathering, Scrum, Agile Project Management, Management Consulting, Data Center, Virtualization, Program Management, Business Process, Web Applications, Governance, Systems Analysis, Web Development
Education
Tufts Gordon Institure (TGI) 2011 — 2013
Master's Degree
Bentley University 1983 — 1989
BS
Lesley University
Certificate
Tufts University May 2011 - Present
Citizens Bank October 2009 - May 2011
Klejna Associates, Inc. March 2009 - May 2011
EMC June 2008 - February 2009
Blue Cross & Blue Shield of RI January 2007 - June 2008
Blue Cross & Blue Shield of RI January 2007 - June 2008
Hanover Insurance March 2005 - November 2006
OneBeacon Insurance October 2001 - March 2005
Avicon 2000 - 2001
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
Enterprise Architecture, Software Project..., Integration, Security, Application Development, EAI, Enterprise Software, SDLC, Web Services, Architecture, IT Strategy, Software Development, Strategy, Oracle, Project Management, Testing, Mobile Web Design and..., Databases, Agile Methodologies, Requirements Analysis, Mobile Applications, Management, Cloud Computing, Mobile Devices, Business Intelligence, Information Technology, SaaS, Consulting, Information Security, Business Analysis, Application Architecture, Unix, Data Modeling, IT Management, Solution Architecture, System Architecture, Disaster Recovery, Vendor Management, Requirements Gathering, Scrum, Agile Project Management, Management Consulting, Data Center, Virtualization, Program Management, Business Process, Web Applications, Governance, Systems Analysis, Web Development
Education
Tufts Gordon Institure (TGI) 2011 — 2013
Master's Degree
Bentley University 1983 — 1989
BS
Lesley University
Certificate
Roman Chuyan's John Hancock Life Insurance Company (U.S.A.) Experience June 2008 - February 2010
Job ResultDriven Tactical Investment Management
Industry Investment Management
Experience
Model Capital Management LLC 2012 - Present
Performance Analytics, Inc. March 2010 - October 2013
Alberta Investment Management Corporation (AIMCo) 2010 - 2013
John Hancock Life Insurance Company (U.S.A.) June 2008 - February 2010
CypressTree Investment Management LLC April 2006 - June 2008
John Hancock Life Insurance Company (U.S.A.) September 1998 - April 2006
Reuters May 1998 - September 1998
Skills
Derivatives, Fixed Income, Equities, Financial Risk, Risk Management, Performance Attribution, Asset Allocation, Options, Credit Risk, Valuation, Portfolio Management, Investment Management, FX Options, Investments, Market Risk, Investment Banking, ALM, Trading, Bonds, Swaps, Financial Modeling, Securities
Education
Bentley University 1996 — 1997
Masters
Kharkov Institute of Airspace Technology 1990 — 1996
Diploma of Higher Education
Model Capital Management LLC 2012 - Present
Performance Analytics, Inc. March 2010 - October 2013
Alberta Investment Management Corporation (AIMCo) 2010 - 2013
John Hancock Life Insurance Company (U.S.A.) June 2008 - February 2010
CypressTree Investment Management LLC April 2006 - June 2008
John Hancock Life Insurance Company (U.S.A.) September 1998 - April 2006
Reuters May 1998 - September 1998
Skills
Derivatives, Fixed Income, Equities, Financial Risk, Risk Management, Performance Attribution, Asset Allocation, Options, Credit Risk, Valuation, Portfolio Management, Investment Management, FX Options, Investments, Market Risk, Investment Banking, ALM, Trading, Bonds, Swaps, Financial Modeling, Securities
Education
Bentley University 1996 — 1997
Masters
Kharkov Institute of Airspace Technology 1990 — 1996
Diploma of Higher Education
Joyce Mahoney's John Hancock Life Insurance Company (U.S.A.) Experience April 2004 - August 2007
Job Sr. Corporate Paralegal at Liberty Mutual Insurance Group
Industry Legal Services
Experience
Liberty Mutual Insurance Group June 2012 - Present
Vantage Deluxe World Travel January 2011 - June 2012
Goulston & Storrs September 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) April 2004 - August 2007
Skills
Mergers, Mergers & Acquisitions, Corporate Law, Due Diligence, Legal Writing, Management, Legal Research, Corporate Governance, Litigation, Licensing, Training, Securities Regulation, Westlaw, Finance, Document Review, Litigation Support, Trials, Arbitration
Education
Bentley University
Paralegal Certification, Business Law, Estates & Trusts, Legal Research, Litigation, Corporate Law
UMass Boston, cum laude
B.A., English, Women's Studies
Liberty Mutual Insurance Group June 2012 - Present
Vantage Deluxe World Travel January 2011 - June 2012
Goulston & Storrs September 2007 - June 2010
John Hancock Life Insurance Company (U.S.A.) April 2004 - August 2007
Skills
Mergers, Mergers & Acquisitions, Corporate Law, Due Diligence, Legal Writing, Management, Legal Research, Corporate Governance, Litigation, Licensing, Training, Securities Regulation, Westlaw, Finance, Document Review, Litigation Support, Trials, Arbitration
Education
Bentley University
Paralegal Certification, Business Law, Estates & Trusts, Legal Research, Litigation, Corporate Law
UMass Boston, cum laude
B.A., English, Women's Studies
Thomas C. Santarelli, QKA, AIF Thomas C. Santarelli, QKA, AIF's John Hancock Life Insurance Company (U.S.A.) Experience June 1995 - October 1999
Job Sr. Retirement Specialist at Brooks Brothers
Industry Human Resources
Experience
Brooks Brothers, People Services March 2012 - Present
USI Consulting Group January 2010 - October 2011
USI Consulting Group February 2006 - January 2010
Davinci Capital Management July 2005 - February 2006
Mass Mutual /Commonwealth Financial Group March 2003 - July 2005
American United Life October 1999 - March 2003
John Hancock Life Insurance Company (U.S.A.) June 1995 - October 1999
Skills
Retirement, 401k, Asset Allocation, Business Planning, ERISA, Employee Benefits, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Management, Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Series 7, Vendor Management
Education
Bethany College
History, Economics and Communications
Brewster Academy
Post Graduate
Marblehead High School
Brooks Brothers, People Services March 2012 - Present
USI Consulting Group January 2010 - October 2011
USI Consulting Group February 2006 - January 2010
Davinci Capital Management July 2005 - February 2006
Mass Mutual /Commonwealth Financial Group March 2003 - July 2005
American United Life October 1999 - March 2003
John Hancock Life Insurance Company (U.S.A.) June 1995 - October 1999
Skills
Retirement, 401k, Asset Allocation, Business Planning, ERISA, Employee Benefits, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Management, Mutual Funds, Profit Sharing, Relationship Management, Retirement Planning, Series 7, Vendor Management
Education
Bethany College
History, Economics and Communications
Brewster Academy
Post Graduate
Marblehead High School
J.Benjamin Vargas, MBA J.Benjamin Vargas, MBA's John Hancock Life Insurance Company (U.S.A.) Experience January 2008 - August 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - August 2010
First Bank January 2007 - December 2007
Investors Bank & Trust August 2005 - August 2006
DirectoryM August 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Fixed Income, Investments, Series 7, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Equities, Investment Management, Alternative Investments
Education
Brandeis University International Business School 2006 — 2007
MBA, Finance
Bentley College 2000 — 2004
Bachelors Degree, Economics-Finance
Northeastern University 2000 — 2002
BS, Economics-Finance
American School Foundation 1986 — 2000
High School
Wells Fargo Advisors, LLC August 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - August 2010
First Bank January 2007 - December 2007
Investors Bank & Trust August 2005 - August 2006
DirectoryM August 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Fixed Income, Investments, Series 7, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Equities, Investment Management, Alternative Investments
Education
Brandeis University International Business School 2006 — 2007
MBA, Finance
Bentley College 2000 — 2004
Bachelors Degree, Economics-Finance
Northeastern University 2000 — 2002
BS, Economics-Finance
American School Foundation 1986 — 2000
High School
Casey (Janerico) Prescott Casey (Janerico) Prescott's John Hancock Life Insurance Company (U.S.A.) Experience February 2011 - April 2013
Job Project Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2011
John Hancock August 2008 - August 2009
MassMutual Financial Group July 2000 - July 2008
Skills
Internal Audit, Insurance, Financial Analysis, Internal Controls, Auditing, Risk Assessment, Sarbanes-Oxley Act, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
Master of Business Administration (MBA)
Westfield State College 1997 — 2000
BA
John Hancock Financial Services April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - April 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2011
John Hancock August 2008 - August 2009
MassMutual Financial Group July 2000 - July 2008
Skills
Internal Audit, Insurance, Financial Analysis, Internal Controls, Auditing, Risk Assessment, Sarbanes-Oxley Act, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
Master of Business Administration (MBA)
Westfield State College 1997 — 2000
BA
Christopher DiStefano CFP, CLTC's John Hancock Life Insurance Company (U.S.A.) Experience May 1996 - August 2003
Job Certified Financial Planning Practitioner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2003 - Present
John Hancock Life Insurance Company (U.S.A.) May 1996 - August 2003
Education
Bentley College 1991 — 1995
Accounting, Accounting and Finance
MassMutual Financial Group August 2003 - Present
John Hancock Life Insurance Company (U.S.A.) May 1996 - August 2003
Education
Bentley College 1991 — 1995
Accounting, Accounting and Finance
Cristina Hermida's John Hancock Life Insurance Company (U.S.A.) Experience June 2009 - August 2009
Job Marketing Manager at Uber
Industry Public Relations and Communications
Experience
Uber December 2014 - Present
EarlyShares.com August 2012 - December 2014
Crowdfunding Professional Association January 2013 - December 2013
Ogilvy & Mather January 2012 - August 2012
Society and Diplomatic Review Magazine September 2011 - January 2012
Jimmy Choo June 2011 - September 2011
Racepoint Group August 2010 - May 2011
Madeline Johnson Marketing and Public Relations June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Sotheby's International Realty June 2008 - August 2008
Skills
Crowdfunding, Crowdsourcing, Spanish, Freelance Writing, French, Italian, Portuguese, Online Journalism, Travel Writing, Public Relations, Public Speaking, Social Media, Social Media Strategist, Press Releases, Marketing, Brand Management, Editing, Social Media Marketing, Proofreading, Corporate Communications, Media Relations, Strategy, Blogging, Editorial, Start-ups, International Relations, Publicity, Content Strategy, Social Networking, SEO, Research, Interviews, Strategic Communications, Magazines, Management, Publishing, Copywriting, Journalism, New Media, Facebook, Content Development, Sponsorship, Newsletters, Internal Communications, Copy Editing, Digital Media, Digital Marketing, Online Marketing, AP Style, Web Content
Education
Bentley University 2007 — 2011
Bachelor of Science, Management, Public Relations, Law
Brown University
Certificate, Globalization - World Markets / Journalism
New Horizons Bilingual School 1996 — 2007
Highschool, Hihschool
Uber December 2014 - Present
EarlyShares.com August 2012 - December 2014
Crowdfunding Professional Association January 2013 - December 2013
Ogilvy & Mather January 2012 - August 2012
Society and Diplomatic Review Magazine September 2011 - January 2012
Jimmy Choo June 2011 - September 2011
Racepoint Group August 2010 - May 2011
Madeline Johnson Marketing and Public Relations June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Sotheby's International Realty June 2008 - August 2008
Skills
Crowdfunding, Crowdsourcing, Spanish, Freelance Writing, French, Italian, Portuguese, Online Journalism, Travel Writing, Public Relations, Public Speaking, Social Media, Social Media Strategist, Press Releases, Marketing, Brand Management, Editing, Social Media Marketing, Proofreading, Corporate Communications, Media Relations, Strategy, Blogging, Editorial, Start-ups, International Relations, Publicity, Content Strategy, Social Networking, SEO, Research, Interviews, Strategic Communications, Magazines, Management, Publishing, Copywriting, Journalism, New Media, Facebook, Content Development, Sponsorship, Newsletters, Internal Communications, Copy Editing, Digital Media, Digital Marketing, Online Marketing, AP Style, Web Content
Education
Bentley University 2007 — 2011
Bachelor of Science, Management, Public Relations, Law
Brown University
Certificate, Globalization - World Markets / Journalism
New Horizons Bilingual School 1996 — 2007
Highschool, Hihschool
Ashlee Benner Ashlee Benner's John Hancock Life Insurance Company (U.S.A.) Experience November 2004 - April 2005
Job Studio Manager at BBK Worldwide
Industry Marketing and Advertising
Experience
BBK Worldwide May 2015 - September 2015
Suffolk University August 2011 - May 2015
PakCom Incorporated October 2005 - August 2011
John Hancock Life Insurance Company (U.S.A.) November 2004 - April 2005
Damariscotta Region Chamber of Commerce June 1999 - September 2000
Skills
Project Management, Budgets, Social Media, Management, Research, Marketing, Higher Education, Marketing Communications, Event Planning, Social Media Marketing
Education
Bentley College 2002 — 2005
Bachelor of Science (BS), Marketing
Stonehill College 2001 — 2002
BBK Worldwide May 2015 - September 2015
Suffolk University August 2011 - May 2015
PakCom Incorporated October 2005 - August 2011
John Hancock Life Insurance Company (U.S.A.) November 2004 - April 2005
Damariscotta Region Chamber of Commerce June 1999 - September 2000
Skills
Project Management, Budgets, Social Media, Management, Research, Marketing, Higher Education, Marketing Communications, Event Planning, Social Media Marketing
Education
Bentley College 2002 — 2005
Bachelor of Science (BS), Marketing
Stonehill College 2001 — 2002
Lex Marburger's John Hancock Life Insurance Company (U.S.A.) Experience July 2003 - Present
Job Replacement Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2003 - Present
Earfatigue Productions January 1992 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - October 2006
John Hancock Life Insurance Company (U.S.A.) September 2004 - November 2005
John Hancock Life Insurance Company (U.S.A.) July 2003 - September 2004
Lollipop Magazine 1994 - 1998
Skills
Composition, Analysis, Editing, Technical Writing, Social Media, Music, Microsoft Office, Research, Microsoft Excel, Social Media Marketing, Public Speaking, Project Management, Customer Service, Process Improvement, Photoshop, Document Management, Social Networking, Business Analysis, Marketing, Content Management
Education
Berklee College of Music 2000 — 2002
BA, Music Production and Engineering
Berklee College of Music 1992 — 1996
BA, Professional Music
Oberlin College 1990 — 1991
NA, Liberal Arts
John Hancock Life Insurance Company (U.S.A.) July 2003 - Present
Earfatigue Productions January 1992 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - October 2006
John Hancock Life Insurance Company (U.S.A.) September 2004 - November 2005
John Hancock Life Insurance Company (U.S.A.) July 2003 - September 2004
Lollipop Magazine 1994 - 1998
Skills
Composition, Analysis, Editing, Technical Writing, Social Media, Music, Microsoft Office, Research, Microsoft Excel, Social Media Marketing, Public Speaking, Project Management, Customer Service, Process Improvement, Photoshop, Document Management, Social Networking, Business Analysis, Marketing, Content Management
Education
Berklee College of Music 2000 — 2002
BA, Music Production and Engineering
Berklee College of Music 1992 — 1996
BA, Professional Music
Oberlin College 1990 — 1991
NA, Liberal Arts
Hiatt Knapp Hiatt Knapp's John Hancock Life Insurance Company (U.S.A.) Experience May 1987 - December 1989
Job Technical Consultant at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance September 2002 - Present
Providence Washington Insurance January 1989 - March 2002
John Hancock Life Insurance Company (U.S.A.) May 1987 - December 1989
EDS Group June 1986 - May 1987
PMSC August 1981 - June 1985
Skills
SQL Server, Business Analysis, Database Development, COBOL, Business Intelligence, ETL, SSRS, Insurance, JCL, SQL, Database Design, Microsoft SQL Server, SSIS, Requirements Analysis, Software Development, DB2
Education
Berklee College of Music 1975 — 1979
Computer Processing Institute 1980 — 1981
Certificate, Computer Programming
Berklee College of Music 1974 — 1979
Music Composition
Middletown High School 1970 — 1973
OneBeacon Insurance September 2002 - Present
Providence Washington Insurance January 1989 - March 2002
John Hancock Life Insurance Company (U.S.A.) May 1987 - December 1989
EDS Group June 1986 - May 1987
PMSC August 1981 - June 1985
Skills
SQL Server, Business Analysis, Database Development, COBOL, Business Intelligence, ETL, SSRS, Insurance, JCL, SQL, Database Design, Microsoft SQL Server, SSIS, Requirements Analysis, Software Development, DB2
Education
Berklee College of Music 1975 — 1979
Computer Processing Institute 1980 — 1981
Certificate, Computer Programming
Berklee College of Music 1974 — 1979
Music Composition
Middletown High School 1970 — 1973
Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™'s John Hancock Life Insurance Company (U.S.A.) Experience June 1995 - June 1996
Job Senior Vice President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC June 1995 - Present
Northern New England Agency June 2001 - June 2007
John Hancock Life Insurance Company (U.S.A.)-Merrimack Valley Agency June 1996 - June 2000
John Hancock Life Insurance Company (U.S.A.) June 1995 - June 1996
Education
Bentley University
Bachelor of Science, Finance
Chelmsford High School 1988 — 1992
Boston Partners Financial Group, LLC June 1995 - Present
Northern New England Agency June 2001 - June 2007
John Hancock Life Insurance Company (U.S.A.)-Merrimack Valley Agency June 1996 - June 2000
John Hancock Life Insurance Company (U.S.A.) June 1995 - June 1996
Education
Bentley University
Bachelor of Science, Finance
Chelmsford High School 1988 — 1992
Jonathan Kazarian's John Hancock Life Insurance Company (U.S.A.) Experience June 2011 - August 2011
Job Associate, Investments at Windham Capital Manag
Industry Financial Services
Experience
Windham Capital Management June 2014 - Present
Windham Capital Management January 2012 - Present
Bentley Investment Group October 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Ameriprise Financial March 2010 - May 2011
Edge Strategies Inc. May 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Portfolio Optimization, Quantitative Finance, Global Tactical Asset..., Microsoft Excel, Portfolio Risk..., Windham Portfolio..., ETFs, Client Education, Series 7, Series 66, Investment Management, Investments, Asset Management, Quantitative Analytics
Education
Bentley University 2008 — 2012
Economics & Finance
Wayland High School 2005 — 2008
Windham Capital Management June 2014 - Present
Windham Capital Management January 2012 - Present
Bentley Investment Group October 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Ameriprise Financial March 2010 - May 2011
Edge Strategies Inc. May 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Portfolio Optimization, Quantitative Finance, Global Tactical Asset..., Microsoft Excel, Portfolio Risk..., Windham Portfolio..., ETFs, Client Education, Series 7, Series 66, Investment Management, Investments, Asset Management, Quantitative Analytics
Education
Bentley University 2008 — 2012
Economics & Finance
Wayland High School 2005 — 2008
Tanya Asnis Tanya Asnis's John Hancock Life Insurance Company (U.S.A.) Experience January 2000 - June 2005
Job AVP of Audit at Eastern Bank, CIA, CISA, CFE
Industry Banking
Experience
Eastern Bank September 2004 - Present
John Hancock Life Insurance Company (U.S.A.) January 2000 - June 2005
IBM March 1998 - December 1999
Skills
Internal Audit, CISA, Risk Assessment, Auditing, IT Audit, Internal Controls, Banking, Sarbanes-Oxley Act, Risk Management, Financial Risk, Financial Analysis, Enterprise Risk..., Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Finance
University of Massachusetts, Amherst 1991 — 1995
BS, Environmental Science
Eastern Bank September 2004 - Present
John Hancock Life Insurance Company (U.S.A.) January 2000 - June 2005
IBM March 1998 - December 1999
Skills
Internal Audit, CISA, Risk Assessment, Auditing, IT Audit, Internal Controls, Banking, Sarbanes-Oxley Act, Risk Management, Financial Risk, Financial Analysis, Enterprise Risk..., Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Finance
University of Massachusetts, Amherst 1991 — 1995
BS, Environmental Science
Ilona Pokora's John Hancock Life Insurance Company (U.S.A.) Experience 2010 - 2012
Job Insurance Financial ControlSr. Accountant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2010 - 2012
Skills
Insurance, Separately Managed..., Banking, Risk Management, Due Diligence, Morningstar, Microsoft Excel, Account Management, Customer Service, Sales, PowerPoint, Leadership, Project Management, Employee Benefits
Education
Bentley University
Bachelor of Science (BS), Accounting and Finance
John Hancock Life Insurance Company (U.S.A.) 2010 - 2012
Skills
Insurance, Separately Managed..., Banking, Risk Management, Due Diligence, Morningstar, Microsoft Excel, Account Management, Customer Service, Sales, PowerPoint, Leadership, Project Management, Employee Benefits
Education
Bentley University
Bachelor of Science (BS), Accounting and Finance
Lindsay Mensher's John Hancock Life Insurance Company (U.S.A.) Experience May 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
Valassis May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Outlook, Financial Reporting, Analysis
Education
Bentley University 2009 — 2013
Corporate Finance and Accounting, Global Perspectives
Tolland High School
PwC September 2014 - Present
PwC June 2013 - August 2013
Valassis May 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Outlook, Financial Reporting, Analysis
Education
Bentley University 2009 — 2013
Corporate Finance and Accounting, Global Perspectives
Tolland High School
Mitchell Johanson's John Hancock Life Insurance Company (U.S.A.) Experience 2005 - 2007
Job Property Manager at G&G Management and Development
Industry Real Estate
Experience
G&G Management and Development February 2014 - Present
Daley and Associates September 2012 - May 2013
Liberty Mutual Insurance January 2012 - September 2012
MFC Global 2008 - August 2010
John Hancock October 2007 - December 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
AXA 2003 - 2005
Skills
Global Sales Liason, Product Positioning, Business Relationship..., Mutual Funds, Strategy, Finance, Salesforce.com, Positioning, Series 63, Financial Services, Retirement, Cold Calling, Accounting, Relationship Management, Sales, Marketing Strategy, Investments, Human Resources, Business Development, Banking, Talent Acquisition, CRM, Strategic Thinking, Strategic Partnerships
Education
Bentley University 1999 — 2003
BS, Economics and Finance
G&G Management and Development February 2014 - Present
Daley and Associates September 2012 - May 2013
Liberty Mutual Insurance January 2012 - September 2012
MFC Global 2008 - August 2010
John Hancock October 2007 - December 2008
John Hancock Life Insurance Company (U.S.A.) 2005 - 2007
AXA 2003 - 2005
Skills
Global Sales Liason, Product Positioning, Business Relationship..., Mutual Funds, Strategy, Finance, Salesforce.com, Positioning, Series 63, Financial Services, Retirement, Cold Calling, Accounting, Relationship Management, Sales, Marketing Strategy, Investments, Human Resources, Business Development, Banking, Talent Acquisition, CRM, Strategic Thinking, Strategic Partnerships
Education
Bentley University 1999 — 2003
BS, Economics and Finance
John Moccia CPA,MBA John Moccia CPA,MBA's John Hancock Life Insurance Company (U.S.A.) Experience October 2003 - February 2009
Job Accounting Professional
Industry Accounting
Experience
Blue Cross and Blue Shield of Vermont August 2011 - Present
Commonwealth Annuity and Life Insurance Company June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) October 2003 - February 2009
John Hancock Life Insurance Company (U.S.A.) November 2000 - October 2003
John Hancock Life Insurance Company (U.S.A.) June 1994 - November 2000
Skills
Account Reconciliation, Accounting Research, GAAP, Financial Accounting, Accruals, Financial Reporting, Accounting, Financial Analysis, General Ledger, SEC filings, Insurance, Financial Statements, Strategic Financial..., Corporate Finance, Internal Controls, Finance
Education
Bentley University 1993 — 1997
Bachelor of Science, Accounting
Southern New Hampshire University 1998 — 2001
MBA, Business
Blue Cross and Blue Shield of Vermont August 2011 - Present
Commonwealth Annuity and Life Insurance Company June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) October 2003 - February 2009
John Hancock Life Insurance Company (U.S.A.) November 2000 - October 2003
John Hancock Life Insurance Company (U.S.A.) June 1994 - November 2000
Skills
Account Reconciliation, Accounting Research, GAAP, Financial Accounting, Accruals, Financial Reporting, Accounting, Financial Analysis, General Ledger, SEC filings, Insurance, Financial Statements, Strategic Financial..., Corporate Finance, Internal Controls, Finance
Education
Bentley University 1993 — 1997
Bachelor of Science, Accounting
Southern New Hampshire University 1998 — 2001
MBA, Business
Lalig Musserian, PMP, CSM , CSPO Lalig Musserian, PMP, CSM , CSPO's John Hancock Life Insurance Company (U.S.A.) Experience 2003 - 2004
Job Senior Consultant at Magenic Technologies, Inc.
Industry Financial Services
Experience
Magenic Technologies, Inc. October 2010 - Present
Former Candidate, State Representative, 24th Middlesex District April 2010 - November 2010
Novell, Inc. February 2009 - October 2010
Blue Cross Blue Shield Massachusetts February 2009 - June 2009
St. James Armenian Church January 1990 - February 2009
Fidelity Investments September 2006 - December 2008
Aberdeen Group 2006 - 2006
President of Project Management Institute, Mass Bay Chapter June 2003 - July 2004
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Project Management Institute 2003 - 2004
Skills
PMP Certified, Certified Scrum Master..., ERP System Program..., Program Management, PMP, ERP, Credit, Project Management, SDLC, Web Technologies, Management, Leadership, Integration, Enterprise Software, Risk Management, Governance, Quality Assurance, Strategy, Requirements Analysis, Agile Methodologies, Vendor Management, Process Improvement, PMO, Analysis, SharePoint, Training, Testing, Consulting, Business Intelligence, Project Portfolio..., Business Requirements, Software Project..., Business Analysis, Information Technology, IT Strategy
Education
Boston College 1986 — 1986
Managerial and Financial Accounting Courses, Accounting and Finance, A
University of Massachusetts Boston 1980 — 1984
BA Economics and French, Minor: German
Magenic Technologies, Inc. October 2010 - Present
Former Candidate, State Representative, 24th Middlesex District April 2010 - November 2010
Novell, Inc. February 2009 - October 2010
Blue Cross Blue Shield Massachusetts February 2009 - June 2009
St. James Armenian Church January 1990 - February 2009
Fidelity Investments September 2006 - December 2008
Aberdeen Group 2006 - 2006
President of Project Management Institute, Mass Bay Chapter June 2003 - July 2004
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Project Management Institute 2003 - 2004
Skills
PMP Certified, Certified Scrum Master..., ERP System Program..., Program Management, PMP, ERP, Credit, Project Management, SDLC, Web Technologies, Management, Leadership, Integration, Enterprise Software, Risk Management, Governance, Quality Assurance, Strategy, Requirements Analysis, Agile Methodologies, Vendor Management, Process Improvement, PMO, Analysis, SharePoint, Training, Testing, Consulting, Business Intelligence, Project Portfolio..., Business Requirements, Software Project..., Business Analysis, Information Technology, IT Strategy
Education
Boston College 1986 — 1986
Managerial and Financial Accounting Courses, Accounting and Finance, A
University of Massachusetts Boston 1980 — 1984
BA Economics and French, Minor: German
Tom Dolatowski's John Hancock Life Insurance Company (U.S.A.) Experience 1991 - 1996
Job Experienced Health Benefits Expert
Industry Management Consulting
Experience
Independent Benefits Consultant 2010 - Present
Consumer Health Advisers 2010 - 2011
Delta Dental Plans Association 2001 - 2009
Kennedy Consulting Group 1998 - 2001
Eye Care Plan of America (Sold to EyeMed) 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1991 - 1996
CNA 1988 - 1991
Transamerica 1974 - 1988
Skills
Health Insurance, Market Research, Employee Benefits, Dental Benefits, Consumer Driven..., Healthcare cost..., Voluntary Benefits, Dentistry, Health Savings Accounts, Long-term Care, Leadership, Marketing, Consumer Healthcare, Disability Insurance, Analysis, Start-ups, Product Development, Insurance, Strategy, Managed Care, Sales, Account Management, Healthcare, Medicare, Strategic Planning, Interviews, Health Policy, Process Improvement, COBRA, Competitive Analysis
Education
University of Illinois at Chicago
M.A.
Benedictine University
B.A.
Independent Benefits Consultant 2010 - Present
Consumer Health Advisers 2010 - 2011
Delta Dental Plans Association 2001 - 2009
Kennedy Consulting Group 1998 - 2001
Eye Care Plan of America (Sold to EyeMed) 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1991 - 1996
CNA 1988 - 1991
Transamerica 1974 - 1988
Skills
Health Insurance, Market Research, Employee Benefits, Dental Benefits, Consumer Driven..., Healthcare cost..., Voluntary Benefits, Dentistry, Health Savings Accounts, Long-term Care, Leadership, Marketing, Consumer Healthcare, Disability Insurance, Analysis, Start-ups, Product Development, Insurance, Strategy, Managed Care, Sales, Account Management, Healthcare, Medicare, Strategic Planning, Interviews, Health Policy, Process Improvement, COBRA, Competitive Analysis
Education
University of Illinois at Chicago
M.A.
Benedictine University
B.A.
Wildia Capre's John Hancock Life Insurance Company (U.S.A.) Experience May 2011 - December 2011
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
Reach Out and Read August 2013 - October 2014
Bentley University June 2010 - May 2014
Iron Mountain June 2013 - August 2013
Bentley University December 2011 - January 2013
PhD Pipeline May 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
Skills
Accounting, PowerPoint, Research, Microsoft Excel, Access, Financial Analysis, QuickBooks, Leadership, Financial Reporting, Financial Statements, Microsoft Word, Auditing, Data Analysis, Public Speaking, Time Management
Education
Bentley University 2010 — 2014
Bachelor's Degree, Accounting
Madison Park Technical Vocational High School 2007 — 2010
High School Diploma
BDO USA, LLP October 2014 - Present
Reach Out and Read August 2013 - October 2014
Bentley University June 2010 - May 2014
Iron Mountain June 2013 - August 2013
Bentley University December 2011 - January 2013
PhD Pipeline May 2012 - June 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
Skills
Accounting, PowerPoint, Research, Microsoft Excel, Access, Financial Analysis, QuickBooks, Leadership, Financial Reporting, Financial Statements, Microsoft Word, Auditing, Data Analysis, Public Speaking, Time Management
Education
Bentley University 2010 — 2014
Bachelor's Degree, Accounting
Madison Park Technical Vocational High School 2007 — 2010
High School Diploma
Kristen Jervey's John Hancock Life Insurance Company (U.S.A.) Experience January 2000 - September 2001
Job Realtor at Coldwell Banker
Industry Investment Management
Experience
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Krista Fulton, PMP Krista Fulton, PMP's John Hancock Life Insurance Company (U.S.A.) Experience January 2006 - August 2006
Job Information Technology Management, Client Relationship Management, Business Development
Industry Information Technology and Services
Experience
Agencyport Software August 2012 - Present
Agencyport Software March 2009 - August 2012
Massachusetts Institute of Technology September 2008 - February 2009
Massachusetts Institute of Technology May 2005 - December 2008
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - January 2006
John Hancock Life Insurance Company (U.S.A.) December 2000 - June 2004
Boston University August 1996 - December 2000
Skills
Project Management, Project Oversight, Leading Diverse Teams, Resource Management, Business Development, Resource Allocation, Building Relationships, Personnel Development, Communication Skills, Maintaining Strong..., Training Delivery, Process Improvement, Full SDLC, Methodology, Negotiation, Multi Tasking
Education
Bentley University 2012 — 2015
Master of Business Administration (MBA), Management
Boston University 2006 — 2007
Master of Education (M.Ed.), Coaching and Physical Education
Brown University 1992 — 1996
Bachelor of Arts (B.A.), Organizational Behavior and Management
Agencyport Software August 2012 - Present
Agencyport Software March 2009 - August 2012
Massachusetts Institute of Technology September 2008 - February 2009
Massachusetts Institute of Technology May 2005 - December 2008
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - January 2006
John Hancock Life Insurance Company (U.S.A.) December 2000 - June 2004
Boston University August 1996 - December 2000
Skills
Project Management, Project Oversight, Leading Diverse Teams, Resource Management, Business Development, Resource Allocation, Building Relationships, Personnel Development, Communication Skills, Maintaining Strong..., Training Delivery, Process Improvement, Full SDLC, Methodology, Negotiation, Multi Tasking
Education
Bentley University 2012 — 2015
Master of Business Administration (MBA), Management
Boston University 2006 — 2007
Master of Education (M.Ed.), Coaching and Physical Education
Brown University 1992 — 1996
Bachelor of Arts (B.A.), Organizational Behavior and Management
Demetrios Mihopoulos's John Hancock Life Insurance Company (U.S.A.) Experience November 1998 - February 2006
Job Sales Vice President, Corporate Markets at AIG
Industry Insurance
Experience
AIG August 2013 - Present
Symetra Financial March 2012 - August 2013
Sun Life Financial February 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) November 1998 - February 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance, Management
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance, Marketing
AIG August 2013 - Present
Symetra Financial March 2012 - August 2013
Sun Life Financial February 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) November 1998 - February 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance, Management
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance, Marketing
John Fabiano's John Hancock Life Insurance Company (U.S.A.) Experience November 2005 - November 2011
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
John Hancock Financial Services July 2004 - November 2005
John Hancock Financial Services June 2002 - June 2004
Skills
Business development, Developing Effective..., Building Strategic..., Cross-Selling Multiple..., Territory Management &..., Major Account..., Excellent presentation..., Strong organizational..., Strong people and..., Sales Operations, Strategic Partnerships, Business Development, Inter-personal, Cross Selling, Territory Management, Organizational Structure, Sales, Sales Force Development, Mutual Funds
Education
Bentley University 1998 — 2002
BS, Finance
American Funds May 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
John Hancock Financial Services July 2004 - November 2005
John Hancock Financial Services June 2002 - June 2004
Skills
Business development, Developing Effective..., Building Strategic..., Cross-Selling Multiple..., Territory Management &..., Major Account..., Excellent presentation..., Strong organizational..., Strong people and..., Sales Operations, Strategic Partnerships, Business Development, Inter-personal, Cross Selling, Territory Management, Organizational Structure, Sales, Sales Force Development, Mutual Funds
Education
Bentley University 1998 — 2002
BS, Finance
Anna Neal Anna Neal's John Hancock Life Insurance Company (U.S.A.) Experience 2004 - 2008
Job Consultant at Evins Personnel Consultants, Inc
Industry Financial Services
Experience
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
Evins Personnel Consultants, Inc August 2012 - Present
Wells Fargo September 2011 - 2012
Charles Schwab 2009 - February 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2008
Skills
Series 7
Education
Boston College 2006 — 2008
M.S., Administrative Studies
University of North Texas 1996 — 2000
B.A.
David E. Fedor's John Hancock Life Insurance Company (U.S.A.) Experience May 1993 - May 1996
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Fedor Financial Group, LLC
Industry Financial Services
Experience
Fedor Financial Group, 1252 Elm St. West Springfield, MA 01089 May 2010 - Present
Merill Lynch May 1996 - May 2010
John Hancock Life Insurance Company (U.S.A.) May 1993 - May 1996
Skills
Investments, Asset, Portfolio Management, Securities, Bonds, Insurance, Financial Planning, Asset Management, Retirement, Capital, Wealth, Planning, Wealth Management, Analysis, Risk, Hedge Funds, Investors, Money, Estate Planning, Risk Management, Business Planning, Strategic Planning, Strategic Financial..., Small Business
Education
Bentley University 1985 — 1989
BS, Economics & Finance
Williston Northampton School 1981 — 1985
High School, Easthampton, MA
Fedor Financial Group, 1252 Elm St. West Springfield, MA 01089 May 2010 - Present
Merill Lynch May 1996 - May 2010
John Hancock Life Insurance Company (U.S.A.) May 1993 - May 1996
Skills
Investments, Asset, Portfolio Management, Securities, Bonds, Insurance, Financial Planning, Asset Management, Retirement, Capital, Wealth, Planning, Wealth Management, Analysis, Risk, Hedge Funds, Investors, Money, Estate Planning, Risk Management, Business Planning, Strategic Planning, Strategic Financial..., Small Business
Education
Bentley University 1985 — 1989
BS, Economics & Finance
Williston Northampton School 1981 — 1985
High School, Easthampton, MA
Tom Hardy's John Hancock Life Insurance Company (U.S.A.) Experience July 1976 - March 1985
Job VP& Chief Risk Officer, Insurance Genworth Financial
Industry Insurance
Experience
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Deborah Benassi, SPHR Deborah Benassi, SPHR's John Hancock Life Insurance Company (U.S.A.) Experience June 1979 - May 1988
Job Director, Human Resources at AIM
Industry Government Relations
Experience
Associated Industries of Massachusetts April 2011 - Present
Dell Services September 2008 - May 2010
EMC February 2006 - September 2008
GE 2000 - 2004
PerkinElmer May 1989 - July 1998
John Hancock Life Insurance Company (U.S.A.) June 1979 - May 1988
Skills
Talent Management, Organizational..., Succession Planning, Employee Relations, Talent Acquisition, Organizational Design, Executive Coaching, Change Management, Mergers, Onboarding, HRIS, Deferred Compensation
Education
Bentley University
HR Mgmt, HR Management
Bridgewater State University
BS, Industrial Personnel Psychology
SPHR Certification
SPHR, Human Resources
University of Michigan - Stephen M. Ross School of Business
Strategic HR Management Program
Associated Industries of Massachusetts April 2011 - Present
Dell Services September 2008 - May 2010
EMC February 2006 - September 2008
GE 2000 - 2004
PerkinElmer May 1989 - July 1998
John Hancock Life Insurance Company (U.S.A.) June 1979 - May 1988
Skills
Talent Management, Organizational..., Succession Planning, Employee Relations, Talent Acquisition, Organizational Design, Executive Coaching, Change Management, Mergers, Onboarding, HRIS, Deferred Compensation
Education
Bentley University
HR Mgmt, HR Management
Bridgewater State University
BS, Industrial Personnel Psychology
SPHR Certification
SPHR, Human Resources
University of Michigan - Stephen M. Ross School of Business
Strategic HR Management Program
Eric Korpalski, MBA, MST's John Hancock Life Insurance Company (U.S.A.) Experience December 2010 - December 2012
Job Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
John Hancock Long-Term Care June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) June 2007 - July 2009
Liberty Mutual Group February 2006 - July 2007
Wells Fargo Financial October 2004 - February 2006
Skills
Analysis, Financial Analysis, Financial Modeling, Account Reconciliation, Tax, Business Analysis, PowerPoint, Data Analysis, General Ledger, Financial Statements, US GAAP, Investments, Essbase, Excel, WebFOCUS, Treasury Systems, Financial Reporting, Word, SharePoint, Statistical Modeling, Query Tool, Hummingbird, Template Creation, Template Building, Consulting, Morningstar, SNL, Finance, Microsoft Excel, Management, Leadership, Accounting, Insurance, Mutual Funds, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2012
Masters in Taxation, Taxation, 3.4
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Accountancy and Financial Planning, 3.4
Pennsylvania State University 2000 — 2003
Bachelor of Science, Business with Finance Option, 3.4
Luzerne County Community College 1999 — 2001
Associate, Aviation Management-Professional Pilot
John Hancock Investments December 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
John Hancock Long-Term Care June 2009 - May 2011
John Hancock Life Insurance Company (U.S.A.) June 2007 - July 2009
Liberty Mutual Group February 2006 - July 2007
Wells Fargo Financial October 2004 - February 2006
Skills
Analysis, Financial Analysis, Financial Modeling, Account Reconciliation, Tax, Business Analysis, PowerPoint, Data Analysis, General Ledger, Financial Statements, US GAAP, Investments, Essbase, Excel, WebFOCUS, Treasury Systems, Financial Reporting, Word, SharePoint, Statistical Modeling, Query Tool, Hummingbird, Template Creation, Template Building, Consulting, Morningstar, SNL, Finance, Microsoft Excel, Management, Leadership, Accounting, Insurance, Mutual Funds, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2012
Masters in Taxation, Taxation, 3.4
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Accountancy and Financial Planning, 3.4
Pennsylvania State University 2000 — 2003
Bachelor of Science, Business with Finance Option, 3.4
Luzerne County Community College 1999 — 2001
Associate, Aviation Management-Professional Pilot
David B. Lanzillo's John Hancock Life Insurance Company (U.S.A.) Experience November 2007 - November 2011
Job Associate Financial Advisor at Robbins Farley, LLC
Industry Financial Services
Experience
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Richard Rowan's John Hancock Life Insurance Company (U.S.A.) Experience 1983 - 1988
Job Helping leaders transform their businesses @DickRowan
Industry Information Technology and Services
Experience
Rowan & Associates 2006 - Present
CSC Global Cybersecurity 2010 - 2013
Toffler Associates 2009 - 2010
ICOR Partners 2008 - 2009
IBM 2000 - 2006
Price Waterhouse (PwC) 1998 - 2000
CSC (Computer Sciences Corporation) 1993 - 1997
Birch & Davis Associates (B&D) 1990 - 1992
John Hancock Life Insurance Company (U.S.A.) 1983 - 1988
Skills
Program Management, Management Consulting, IT Strategy, Business Strategy, Strategic Planning, Business Transformation, New Business Development, Management, Strategy, Strategic Partnerships, Integration, Enterprise Software, Performance Management, Proposal Writing, Business Intelligence, Cloud Computing, Business Process..., Change Management, Governance, Business Process, Enterprise Architecture, Business Development, Consulting, Leadership, Requirements Analysis, IT Service Management, ITIL, Analysis, Project Planning, ERP, Business Process..., Mergers & Acquisitions, Analytics, Information Technology, Business Planning, Outsourcing, Project Portfolio..., Business Analysis, Professional Services, CRM, SaaS, SDLC, PMP, PMO, Start-ups, Vendor Management, Solution Architecture, IT Management, Big Data, Software Project...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certificate
University of Massachusetts, Amherst 1980 — 1983
BS
Boston Architectural College
The Lawrenceville School
Rowan & Associates 2006 - Present
CSC Global Cybersecurity 2010 - 2013
Toffler Associates 2009 - 2010
ICOR Partners 2008 - 2009
IBM 2000 - 2006
Price Waterhouse (PwC) 1998 - 2000
CSC (Computer Sciences Corporation) 1993 - 1997
Birch & Davis Associates (B&D) 1990 - 1992
John Hancock Life Insurance Company (U.S.A.) 1983 - 1988
Skills
Program Management, Management Consulting, IT Strategy, Business Strategy, Strategic Planning, Business Transformation, New Business Development, Management, Strategy, Strategic Partnerships, Integration, Enterprise Software, Performance Management, Proposal Writing, Business Intelligence, Cloud Computing, Business Process..., Change Management, Governance, Business Process, Enterprise Architecture, Business Development, Consulting, Leadership, Requirements Analysis, IT Service Management, ITIL, Analysis, Project Planning, ERP, Business Process..., Mergers & Acquisitions, Analytics, Information Technology, Business Planning, Outsourcing, Project Portfolio..., Business Analysis, Professional Services, CRM, SaaS, SDLC, PMP, PMO, Start-ups, Vendor Management, Solution Architecture, IT Management, Big Data, Software Project...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certificate
University of Massachusetts, Amherst 1980 — 1983
BS
Boston Architectural College
The Lawrenceville School
Jamie Parda's John Hancock Life Insurance Company (U.S.A.) Experience December 2013 - October 2014
Job Senior Associate Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston February 2015 - Present
Berkeley Point Capital LLC October 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) December 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2011 - November 2013
John Hancock Life Insurance Company (U.S.A.) February 2011 - October 2011
Platinum Pension Group, LLC June 2009 - January 2011
Jackson Financial Advisors, Inc. September 2008 - April 2009
Commonwealth of Massachusetts June 2008 - August 2008
Skills
Microsoft Office, Communication, Finance, Insurance, Reinsurance, Data Analysis, Captives, Employee Benefits, Financial Planning, Account Management, Manage Client..., Client Issue Resolution, Financial Analysis, 401k
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2011 — 2015
MBA, Economics and Financial Markets
Bentley University 2005 — 2009
Bachelor of Science in Finance
Federal Reserve Bank of Boston February 2015 - Present
Berkeley Point Capital LLC October 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) December 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2011 - November 2013
John Hancock Life Insurance Company (U.S.A.) February 2011 - October 2011
Platinum Pension Group, LLC June 2009 - January 2011
Jackson Financial Advisors, Inc. September 2008 - April 2009
Commonwealth of Massachusetts June 2008 - August 2008
Skills
Microsoft Office, Communication, Finance, Insurance, Reinsurance, Data Analysis, Captives, Employee Benefits, Financial Planning, Account Management, Manage Client..., Client Issue Resolution, Financial Analysis, 401k
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2011 — 2015
MBA, Economics and Financial Markets
Bentley University 2005 — 2009
Bachelor of Science in Finance
Ashley McNiff Ashley McNiff's John Hancock Life Insurance Company (U.S.A.) Experience June 2010 - August 2010
Job
Industry Information Technology and Services
Experience
Slalom Consulting March 2015 - Present
EMC June 2013 - March 2015
EMC Computer Systems July 2011 - June 2013
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
KPMG LLP January 2010 - May 2010
New York Life Insurance Company March 2009 - September 2009
Skills
Leadership, Marketing, New Business Development, Analysis, Project Management, Salesforce.com, Business Development, Human Resources, Pre-sales, Recruiting, Financial Analysis, Process Improvement, Program Management, Management, Strategy
Education
Bentley University 2007 — 2011
Bachelor of Science, Managerial Economics and Liberal Studies; Global Perspectives
Universidad Pontificia Comillas
Slalom Consulting March 2015 - Present
EMC June 2013 - March 2015
EMC Computer Systems July 2011 - June 2013
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
KPMG LLP January 2010 - May 2010
New York Life Insurance Company March 2009 - September 2009
Skills
Leadership, Marketing, New Business Development, Analysis, Project Management, Salesforce.com, Business Development, Human Resources, Pre-sales, Recruiting, Financial Analysis, Process Improvement, Program Management, Management, Strategy
Education
Bentley University 2007 — 2011
Bachelor of Science, Managerial Economics and Liberal Studies; Global Perspectives
Universidad Pontificia Comillas
Alex Jalbert, FRM's John Hancock Life Insurance Company (U.S.A.) Experience June 2010 - August 2010
Job Quantitative Analyst at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. May 2013 - Present
Peak Financial Services February 2012 - September 2012
Peak Financial Services June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Equities, Valuation, Financial Analysis, Microsoft Office, Credit Loss Forecasting, Microsoft SQL Server, VBA, R, Financial Modeling, SAS Programming, Bloomberg Terminal, Morningstar, MoneyGuide Pro, Retirement Planning
Education
Bentley University 2009 — 2013
BS, Corporate Finance/ Accounting, 3.53/4.0
Shrewsbury HS 2005 — 2009
Santander Bank, N.A. May 2013 - Present
Peak Financial Services February 2012 - September 2012
Peak Financial Services June 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Equities, Valuation, Financial Analysis, Microsoft Office, Credit Loss Forecasting, Microsoft SQL Server, VBA, R, Financial Modeling, SAS Programming, Bloomberg Terminal, Morningstar, MoneyGuide Pro, Retirement Planning
Education
Bentley University 2009 — 2013
BS, Corporate Finance/ Accounting, 3.53/4.0
Shrewsbury HS 2005 — 2009
Stanley Mavromates Stanley Mavromates's John Hancock Life Insurance Company (U.S.A.) Experience 1989 - 2000
Job Americas, Chief Investment Officer at Mercer Investments
Industry Investment Management
Experience
Mercer Investments June 2012 - Present
Mass PRIM Board April 2005 - June 2012
Massachusetts PRIM Board February 2000 - March 2005
John Hancock Life Insurance Company (U.S.A.) 1989 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Investment Strategies, Fixed Income, Investment Management, Investments, Asset Management, Equities, Investment Advisory, Mutual Funds, Institutional...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Northeastern University 1984 — 1989
BS, Finance
Mercer Investments June 2012 - Present
Mass PRIM Board April 2005 - June 2012
Massachusetts PRIM Board February 2000 - March 2005
John Hancock Life Insurance Company (U.S.A.) 1989 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Investment Strategies, Fixed Income, Investment Management, Investments, Asset Management, Equities, Investment Advisory, Mutual Funds, Institutional...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Northeastern University 1984 — 1989
BS, Finance
Ed Ryan's John Hancock Life Insurance Company (U.S.A.) Experience November 1997 - June 2000
Job Manager at Apple Retail
Industry Retail
Experience
Apple Retail April 2011 - Present
Ralph Lauren October 2004 - April 2011
Gap Inc. 1994 - 2004
John Hancock Life Insurance Company (U.S.A.) November 1997 - June 2000
Skills
Retail, Merchandising, Sales, Visual Merchandising, Store Management, Loss Prevention, Apparel, Fashion, Inventory Management, Store Operations, Trend Analysis, Driving Results, Customer Service, New Store Openings, Management, iWork, Employee Relations, Merchandise Planning, Inventory Control, Profit, Window Displays, New Store Development
Education
Boston College
Apple Retail April 2011 - Present
Ralph Lauren October 2004 - April 2011
Gap Inc. 1994 - 2004
John Hancock Life Insurance Company (U.S.A.) November 1997 - June 2000
Skills
Retail, Merchandising, Sales, Visual Merchandising, Store Management, Loss Prevention, Apparel, Fashion, Inventory Management, Store Operations, Trend Analysis, Driving Results, Customer Service, New Store Openings, Management, iWork, Employee Relations, Merchandise Planning, Inventory Control, Profit, Window Displays, New Store Development
Education
Boston College
Jeffrey Stein, CFP®, CRPS®'s John Hancock Life Insurance Company (U.S.A.) Experience July 1985 - December 1989
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC August 1999 - Present
Peter M. Bakker Agency, Inc. January 1990 - December 2014
John Hancock Life Insurance Company (U.S.A.) July 1985 - December 1989
Education
Bentley University 1981 — 1985
BS, Finance
Raymond James Financial Services, Inc. Member FINRA/SIPC August 1999 - Present
Peter M. Bakker Agency, Inc. January 1990 - December 2014
John Hancock Life Insurance Company (U.S.A.) July 1985 - December 1989
Education
Bentley University 1981 — 1985
BS, Finance
Kenneth Vargas's John Hancock Life Insurance Company (U.S.A.) Experience December 2000 - September 2002
Job Financial Consultant
Industry Financial Services
Experience
The Leaders Group August 2013 - Present
Capital One January 2012 - July 2013
Apogee Holdings September 2002 - March 2005
John Hancock Life Insurance Company (U.S.A.) December 2000 - September 2002
Lincoln Benefit Life Insurance February 1998 - December 2000
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Financial Planners, Underwriting, FINRA Series 6, 7, 63,..., Texas Group I Life,..., Licensed in Texas and..., Investments, Sales, Retirement, Management, Insurance, Fixed Annuities, Customer Service, Estate Planning, Disability Insurance, Human Resources, Investment Advisory, Investment Management, Life Insurance, Recruiting, Long-term Care, Relationship Management, Finance, Wealth Management, Financial Advisory, Employee Benefits, Asset Allocation, Financial Services
Education
University of North Texas 2015 — 2018
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of North Texas 2013 — 2016
Integrated Sciences, 3.86
Collin County Community College 2009 — 2012
Tax Law/Taxation, 3.88
University of Houston 2000 — 2002
Law, 3.86
Boston College
Bachelor of Science (B.S.), Business/Managerial Economics
The Leaders Group August 2013 - Present
Capital One January 2012 - July 2013
Apogee Holdings September 2002 - March 2005
John Hancock Life Insurance Company (U.S.A.) December 2000 - September 2002
Lincoln Benefit Life Insurance February 1998 - December 2000
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Financial Planners, Underwriting, FINRA Series 6, 7, 63,..., Texas Group I Life,..., Licensed in Texas and..., Investments, Sales, Retirement, Management, Insurance, Fixed Annuities, Customer Service, Estate Planning, Disability Insurance, Human Resources, Investment Advisory, Investment Management, Life Insurance, Recruiting, Long-term Care, Relationship Management, Finance, Wealth Management, Financial Advisory, Employee Benefits, Asset Allocation, Financial Services
Education
University of North Texas 2015 — 2018
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of North Texas 2013 — 2016
Integrated Sciences, 3.86
Collin County Community College 2009 — 2012
Tax Law/Taxation, 3.88
University of Houston 2000 — 2002
Law, 3.86
Boston College
Bachelor of Science (B.S.), Business/Managerial Economics
David Alson's John Hancock Life Insurance Company (U.S.A.) Experience July 2002 - May 2004
Job VP, Program Manager/Project Manager at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Karen Umans Karen Umans's John Hancock Life Insurance Company (U.S.A.) Experience August 2000 - August 2005
Job Systems Director at Mequoda Group
Industry Information Technology and Services
Experience
Mequoda Group December 2014 - Present
Isovera Inc. April 2012 - December 2014
Mequoda Group July 2008 - May 2012
John Hancock Life Insurance Company (U.S.A.) August 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 1989 - August 2000
Skills
Vendor Management, SDLC, WordPress, MS Project, MS Office Suite, Website Usability, Website Design, Google Analytics, SEO, Content Development, Quality Assurance, IT Project Management, Change Management, Technical Training, Software Documentation, Requirements Gathering, Requirements Management, Project Planning, Email Marketing, Email Design, Risk Management, Client Relationship..., Web Design, Project Management, User Experience, CRM, Web Project Management, CMS
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
Master of Business Administration (MBA), Marketing/International Business
Fairfield University 1985 — 1989
Bachelor of Science (B.S.), Mathematics
Mequoda Group December 2014 - Present
Isovera Inc. April 2012 - December 2014
Mequoda Group July 2008 - May 2012
John Hancock Life Insurance Company (U.S.A.) August 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 1989 - August 2000
Skills
Vendor Management, SDLC, WordPress, MS Project, MS Office Suite, Website Usability, Website Design, Google Analytics, SEO, Content Development, Quality Assurance, IT Project Management, Change Management, Technical Training, Software Documentation, Requirements Gathering, Requirements Management, Project Planning, Email Marketing, Email Design, Risk Management, Client Relationship..., Web Design, Project Management, User Experience, CRM, Web Project Management, CMS
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
Master of Business Administration (MBA), Marketing/International Business
Fairfield University 1985 — 1989
Bachelor of Science (B.S.), Mathematics
Rachael Litton's John Hancock Life Insurance Company (U.S.A.) Experience May 2012 - August 2012
Job Marketing Specialist at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint March 2015 - Present
Shareable Ink November 2013 - March 2015
Gap Inc./Banana Republic June 2013 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Burlington Tennis Club May 2011 - August 2011
Burlington Fitness and Racquet Club July 2010 - July 2011
Appleby College June 2009 - August 2010
Burlington Central Tennis Club April 2006 - September 2008
Longo's grocery store September 2006 - February 2007
Skills
Team Leadership, Organizational Behavior, Hard Worker, Microsoft Office, Social Media, Microsoft Excel, Outlook, Social Networking, PowerPoint, Microsoft Word, Marketing Strategy, Strategic Planning, Event Planning, Facebook, Research
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Nelson High School 2005 — 2009
Vistaprint March 2015 - Present
Shareable Ink November 2013 - March 2015
Gap Inc./Banana Republic June 2013 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Burlington Tennis Club May 2011 - August 2011
Burlington Fitness and Racquet Club July 2010 - July 2011
Appleby College June 2009 - August 2010
Burlington Central Tennis Club April 2006 - September 2008
Longo's grocery store September 2006 - February 2007
Skills
Team Leadership, Organizational Behavior, Hard Worker, Microsoft Office, Social Media, Microsoft Excel, Outlook, Social Networking, PowerPoint, Microsoft Word, Marketing Strategy, Strategic Planning, Event Planning, Facebook, Research
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Nelson High School 2005 — 2009
Mollie Newton Mollie Newton's John Hancock Life Insurance Company (U.S.A.) Experience December 2011 - November 2012
Job Principal Finance & Cost Analyst at Westinghouse
Industry Financial Services
Experience
Westinghouse Electric Company November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - November 2012
State Street May 2005 - December 2011
Skills
Bloomberg, Auditing, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling
Education
Suffolk University 2010 — 2014
Master's degree, Finance, General
Suffolk University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Bentley University 2001 — 2005
Bachelor's degree, Finance, General
Westinghouse Electric Company November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - November 2012
State Street May 2005 - December 2011
Skills
Bloomberg, Auditing, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling
Education
Suffolk University 2010 — 2014
Master's degree, Finance, General
Suffolk University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Bentley University 2001 — 2005
Bachelor's degree, Finance, General
David Gobeille David Gobeille's John Hancock Life Insurance Company (U.S.A.) Experience July 1982 - July 1983
Job Partner, Sansiveri, Kimball & Co., LLP
Industry Accounting
Experience
Sansiveri, Kimball & Co., LLP July 1986 - Present
Estabrook & Company, CPA's July 1983 - July 1986
John Hancock Life Insurance Company (U.S.A.) July 1982 - July 1983
Skills
Tax, Accounting, Income Tax, Tax Preparation, Corporate Tax, International Tax, Estate Planning, Federal Tax, CPA, Tax Advisory, Tax Returns, S Corporations, Tax Law, Financial Planners, GAAP, Financial Accounting, Auditing, LLC, Tax Research, QuickBooks, Partnership Taxation, SEC filings, US GAAP, Internal Controls, General Ledger, Financial Reporting, Financial Statements, Small Business Tax, Tax Accounting, Bookkeeping, Strategic Financial..., Fixed Assets, Sarbanes-Oxley Act, Account Reconciliation, Profx, Financial Audits, Financial Analysis, Payroll, Business Valuation, Small Business, Internal Audit, Business Tax Planning, Accounts Payable, Managerial Finance, Financial Planning, SEC Filings
Education
Leadership RI 2006 — 2006
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
MST, Taxation
University of Rhode Island - College of Business Administration 1978 — 1982
bs, accounting
Our Lady of Providence 1974 — 1978
St. Leo's
Sansiveri, Kimball & Co., LLP July 1986 - Present
Estabrook & Company, CPA's July 1983 - July 1986
John Hancock Life Insurance Company (U.S.A.) July 1982 - July 1983
Skills
Tax, Accounting, Income Tax, Tax Preparation, Corporate Tax, International Tax, Estate Planning, Federal Tax, CPA, Tax Advisory, Tax Returns, S Corporations, Tax Law, Financial Planners, GAAP, Financial Accounting, Auditing, LLC, Tax Research, QuickBooks, Partnership Taxation, SEC filings, US GAAP, Internal Controls, General Ledger, Financial Reporting, Financial Statements, Small Business Tax, Tax Accounting, Bookkeeping, Strategic Financial..., Fixed Assets, Sarbanes-Oxley Act, Account Reconciliation, Profx, Financial Audits, Financial Analysis, Payroll, Business Valuation, Small Business, Internal Audit, Business Tax Planning, Accounts Payable, Managerial Finance, Financial Planning, SEC Filings
Education
Leadership RI 2006 — 2006
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
MST, Taxation
University of Rhode Island - College of Business Administration 1978 — 1982
bs, accounting
Our Lady of Providence 1974 — 1978
St. Leo's
Shannon Zhu's John Hancock Life Insurance Company (U.S.A.) Experience May 2009 - August 2009
Job Associate Legal Counsel at Bank of China
Industry Legal Services
Experience
Bank of China November 2014 - Present
Warner Bros. Entertainment Group of Companies August 2014 - September 2014
US Securities and Exchange Commission January 2014 - May 2014
Zhong Lun Law Firm May 2013 - June 2013
Sanders Ortoli Vaughn-Flam Rosenstadt LLP January 2013 - May 2013
Office of the Attorney General of the State of New York June 2012 - December 2012
Civolution December 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Texas Instruments Semiconductor May 2007 - June 2007
Skills
Legal Research, Intellectual Property, Courts, Litigation, Legal Writing, Copyright Law, Trademarks, Corporate Law, Trials, Mergers & Acquisitions, Bankruptcy, Appeals
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD
Stony Brook University 2007 — 2010
BS, Finance, Political Science
Concordia International School Shanghai 2003 — 2007
Bank of China November 2014 - Present
Warner Bros. Entertainment Group of Companies August 2014 - September 2014
US Securities and Exchange Commission January 2014 - May 2014
Zhong Lun Law Firm May 2013 - June 2013
Sanders Ortoli Vaughn-Flam Rosenstadt LLP January 2013 - May 2013
Office of the Attorney General of the State of New York June 2012 - December 2012
Civolution December 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Texas Instruments Semiconductor May 2007 - June 2007
Skills
Legal Research, Intellectual Property, Courts, Litigation, Legal Writing, Copyright Law, Trademarks, Corporate Law, Trials, Mergers & Acquisitions, Bankruptcy, Appeals
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD
Stony Brook University 2007 — 2010
BS, Finance, Political Science
Concordia International School Shanghai 2003 — 2007
Kevin Francis's John Hancock Life Insurance Company (U.S.A.) Experience May 2003 - August 2004
Job Engagement Manager Advanced Analytics at Trinity Partners
Industry Pharmaceuticals
Experience
Trinity Partners January 2014 - Present
Trinity Partners December 2010 - December 2013
Trinity Partners January 2008 - December 2010
Trinity Partners August 2005 - December 2007
Boston University September 2004 - February 2005
John Hancock Life Insurance Company (U.S.A.) May 2003 - August 2004
Skills
Epidemiology, Data Analysis, Health Economics, Statistics, Strategic Planning, Analytics, Competitive Analysis, Market Analysis, Research, Forecasting, Microsoft SQL Server, Market Landscape..., Big Data, Business Analytics, Strategy, Segmentation
Education
Bentley University
BS, Economics
European Business School (EBS) - London
Economics
Trinity Partners January 2014 - Present
Trinity Partners December 2010 - December 2013
Trinity Partners January 2008 - December 2010
Trinity Partners August 2005 - December 2007
Boston University September 2004 - February 2005
John Hancock Life Insurance Company (U.S.A.) May 2003 - August 2004
Skills
Epidemiology, Data Analysis, Health Economics, Statistics, Strategic Planning, Analytics, Competitive Analysis, Market Analysis, Research, Forecasting, Microsoft SQL Server, Market Landscape..., Big Data, Business Analytics, Strategy, Segmentation
Education
Bentley University
BS, Economics
European Business School (EBS) - London
Economics
Andrew Mazze's John Hancock Life Insurance Company (U.S.A.) Experience June 2012 - Present
Job Investment Analyst at John Hancock
Industry Investment Management
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Liberty Mutual Insurance June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Granite State Credit Union May 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Capital IQ, Bloomberg Terminal, Financial Modeling, Access, Valuation, Equity Research, Morningstar, Asset Allocation, Asset Managment, Corporate Finance, Outlook, Financial Statement...
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Minor: European history
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Liberty Mutual Insurance June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Granite State Credit Union May 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Capital IQ, Bloomberg Terminal, Financial Modeling, Access, Valuation, Equity Research, Morningstar, Asset Allocation, Asset Managment, Corporate Finance, Outlook, Financial Statement...
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Minor: European history
Richard G. Frantz Richard G. Frantz's John Hancock Life Insurance Company (U.S.A.) Experience 1992 - 1994
Job Senior business process and technology resource, experienced in Project/Program Management, Business Analysis, & QA/UAT
Industry Financial Services
Experience
Centaurus Group, LLC June 2007 - Present
Bear Stearns May 2006 - May 2007
BackOffice Associates 2006 - 2007
Compuware Corporation February 2004 - January 2006
AVR Telecom Services, Inc. November 2002 - April 2004
Morgan Stanley July 2000 - November 2002
Enterprise Engineering, Inc. October 1998 - July 2000
Test Force Corporation January 1997 - October 1998
Pershing Div of DLJ 1994 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Skills
Risk Management, Project Management, PMBOK, SDLC, Business Analysis, Vendor Management, Equities, Electronic Trading, Requirements Analysis, Program Management, Software Project..., Process Improvement, Fixed Income, Trading Systems, Quality Management, Root Cause Analysis, IT Risk, Information Technology, Financial Services, IT Strategy, Integration, Business Process, Quality Assurance, Management, Management Consulting, Testing, User Acceptance Testing, Investment Banking, Analysis, Investments, Portfolio Management, Governance, Outsourcing, Business Intelligence, Trading, Consulting, Finance, Enterprise Software
Education
Ramapo College of New Jersey 1990 — 1992
B.A., Economics / International Business
Bergen Community College 1988 — 1990
A.S., Liberal Arts
Hackensack High School 1982 — 1986
Diploma
Sacred Heart School
Centaurus Group, LLC June 2007 - Present
Bear Stearns May 2006 - May 2007
BackOffice Associates 2006 - 2007
Compuware Corporation February 2004 - January 2006
AVR Telecom Services, Inc. November 2002 - April 2004
Morgan Stanley July 2000 - November 2002
Enterprise Engineering, Inc. October 1998 - July 2000
Test Force Corporation January 1997 - October 1998
Pershing Div of DLJ 1994 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Skills
Risk Management, Project Management, PMBOK, SDLC, Business Analysis, Vendor Management, Equities, Electronic Trading, Requirements Analysis, Program Management, Software Project..., Process Improvement, Fixed Income, Trading Systems, Quality Management, Root Cause Analysis, IT Risk, Information Technology, Financial Services, IT Strategy, Integration, Business Process, Quality Assurance, Management, Management Consulting, Testing, User Acceptance Testing, Investment Banking, Analysis, Investments, Portfolio Management, Governance, Outsourcing, Business Intelligence, Trading, Consulting, Finance, Enterprise Software
Education
Ramapo College of New Jersey 1990 — 1992
B.A., Economics / International Business
Bergen Community College 1988 — 1990
A.S., Liberal Arts
Hackensack High School 1982 — 1986
Diploma
Sacred Heart School
William Duval's John Hancock Life Insurance Company (U.S.A.) Experience September 2011 - August 2012
Job Senior Financial Analyst at EMC
Industry Financial Services
Experience
EMC September 2014 - Present
VCE, the Virtual Computing Environment Company August 2012 - September 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - August 2012
BJ's Wholesale Club July 2011 - September 2011
Bentley University September 2008 - May 2011
Russell & Associates LLC May 2010 - September 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, SAP EPM, SAP BPC, SAP ERP, Bloomberg, SAP SRM, SAP BI, InfoCentral, Microsoft Office
Education
Bentley University 2007 — 2011
B.S., Managerial Economics
EMC September 2014 - Present
VCE, the Virtual Computing Environment Company August 2012 - September 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - August 2012
BJ's Wholesale Club July 2011 - September 2011
Bentley University September 2008 - May 2011
Russell & Associates LLC May 2010 - September 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, SAP EPM, SAP BPC, SAP ERP, Bloomberg, SAP SRM, SAP BI, InfoCentral, Microsoft Office
Education
Bentley University 2007 — 2011
B.S., Managerial Economics
Jim Lutz's John Hancock Life Insurance Company (U.S.A.) Experience March 2008 - October 2008
Job Business Development Manager
Industry Computer Software
Experience
Wiznucleus, Inc. March 2009 - Present
John Hancock October 2008 - March 2009
John Hancock Life Insurance Company (U.S.A.) March 2008 - October 2008
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2008
Skills
Process Improvement, Business Analysis, Risk Management, Operations Management, Project Management, Account Management, Team Building, Program Management, Sales, Business Development, Software Documentation, Analysis, Management, Finance, Customer Service, SaaS, Start-ups, Strategy, CRM, Entrepreneurship, Consulting, Enterprise Software, Microsoft Excel, Leadership, Project Planning, Microsoft Office, Financial Analysis
Education
Bentley University 2002 — 2006
Bachelor's degree, Marketing
Wiznucleus, Inc. March 2009 - Present
John Hancock October 2008 - March 2009
John Hancock Life Insurance Company (U.S.A.) March 2008 - October 2008
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2008
Skills
Process Improvement, Business Analysis, Risk Management, Operations Management, Project Management, Account Management, Team Building, Program Management, Sales, Business Development, Software Documentation, Analysis, Management, Finance, Customer Service, SaaS, Start-ups, Strategy, CRM, Entrepreneurship, Consulting, Enterprise Software, Microsoft Excel, Leadership, Project Planning, Microsoft Office, Financial Analysis
Education
Bentley University 2002 — 2006
Bachelor's degree, Marketing
Karalyn Spadaro's John Hancock Life Insurance Company (U.S.A.) Experience April 2011 - Present
Job IT Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Higher Education
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Bentley University September 2008 - May 2011
BAE Systems INC May 2010 - April 2011
RTN Federal Credit Union January 2010 - May 2010
Herb Chambers Honda May 2009 - December 2009
Skills
Microsoft Excel, Management, Analysis, Customer Service, Business Requirements, Requirements Analysis, Business Process, Social Media, Databases, Elicitation, Communication, Vendor Management, Finance, Research, Business Development
Education
Bentley University 2007 — 2011
B.S., Finance, Minor: IT, Management
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Bentley University September 2008 - May 2011
BAE Systems INC May 2010 - April 2011
RTN Federal Credit Union January 2010 - May 2010
Herb Chambers Honda May 2009 - December 2009
Skills
Microsoft Excel, Management, Analysis, Customer Service, Business Requirements, Requirements Analysis, Business Process, Social Media, Databases, Elicitation, Communication, Vendor Management, Finance, Research, Business Development
Education
Bentley University 2007 — 2011
B.S., Finance, Minor: IT, Management
Nick Gower Nick Gower's John Hancock Life Insurance Company (U.S.A.) Experience June 2012 - Present
Job Investment Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
Daniel Fisher's John Hancock Life Insurance Company (U.S.A.) Experience 2001 - 2006
Job Director Sweetwater Sound Soundware/Product Optimization
Industry Music
Experience
Sweetwater Sound 2006 - Present
Indiana Purdue University 2010 - Present
University of Saint Francis 2009 - Present
Keyboard Magazine 1998 - 2009
Electronic Musician Magazine 1999 - 2008
Berklee College of Music 2001 - 2006
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Alesis 1994 - 2006
Korg USA 1996 - 2000
Sweetwater Sound 1994 - 2000
Education
Berklee College of Music 1986 — 1989
Dual - BM, Music Synthesis / Music Production & Engineering, Cum Laude
US Army School of Music 1982 — 1983
MOS, Keyboards, Trombone, Percussion
US Army Signal Corps 1981 — 1982
MOS, Digital Multichannel Communication Operation & Repair
Northern Illinois University 1980 — 1981
Analog Synthesis
Sweetwater Sound 2006 - Present
Indiana Purdue University 2010 - Present
University of Saint Francis 2009 - Present
Keyboard Magazine 1998 - 2009
Electronic Musician Magazine 1999 - 2008
Berklee College of Music 2001 - 2006
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Alesis 1994 - 2006
Korg USA 1996 - 2000
Sweetwater Sound 1994 - 2000
Education
Berklee College of Music 1986 — 1989
Dual - BM, Music Synthesis / Music Production & Engineering, Cum Laude
US Army School of Music 1982 — 1983
MOS, Keyboards, Trombone, Percussion
US Army Signal Corps 1981 — 1982
MOS, Digital Multichannel Communication Operation & Repair
Northern Illinois University 1980 — 1981
Analog Synthesis
Rachael Rand Rachael Rand's John Hancock Life Insurance Company (U.S.A.) Experience September 2010 - March 2011
Job Office Manager & Client Experience Administrator at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2013 - Present
PENSCO Trust Company March 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2011
Commonwealth Financial Network December 2005 - August 2010
The Event Center at Yolanda's May 2005 - December 2005
Wheelock College February 2005 - April 2005
Walker Parking Consultants August 2004 - February 2005
Bentley College September 2002 - May 2004
Marsha Vitillo Academic Dean for Moses Brown School August 2001 - January 2002
Skills
Microsoft Office, Research, Business Development, Time Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Project Management, Marketing, Public Speaking, Social Media, Training, Event Planning, Fundraising, Budgets, Social Networking, Public Relations, Social Media Marketing
Education
Bentley University 2002 — 2004
BS
Muhlenberg College 1999 — 2001
Moses Brown School 1995 — 1999
High School Diploma
PENSCO Trust Company January 2013 - Present
PENSCO Trust Company March 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2011
Commonwealth Financial Network December 2005 - August 2010
The Event Center at Yolanda's May 2005 - December 2005
Wheelock College February 2005 - April 2005
Walker Parking Consultants August 2004 - February 2005
Bentley College September 2002 - May 2004
Marsha Vitillo Academic Dean for Moses Brown School August 2001 - January 2002
Skills
Microsoft Office, Research, Business Development, Time Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Project Management, Marketing, Public Speaking, Social Media, Training, Event Planning, Fundraising, Budgets, Social Networking, Public Relations, Social Media Marketing
Education
Bentley University 2002 — 2004
BS
Muhlenberg College 1999 — 2001
Moses Brown School 1995 — 1999
High School Diploma
Elizabeth Libby Elizabeth Libby's John Hancock Life Insurance Company (U.S.A.) Experience February 2009 - June 2011
Job Account Manager at Dovetail Health
Industry Hospital & Health Care
Experience
Dovetail Health July 2015 - Present
Dovetail Health April 2015 - July 2015
Moorings Park Community Health April 2013 - October 2014
Presidio Networked Solutions June 2012 - October 2012
Amphenol PCD July 2010 - June 2012
John Hancock Life Insurance Company (U.S.A.) February 2009 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2007 - February 2009
DEKK Group, LLC September 2007 - December 2007
American Red Cross February 2007 - June 2007
Keene State College September 2004 - May 2006
Skills
Marketing Strategy, Marketing Communications, Account Management, New Business Development, Customer Service, Social Media Marketing, Marketing, Product Marketing, Microsoft Excel, Microsoft Office, Strategic Planning, Email Marketing, Social Media, Business Development, Competitive Analysis, Sales, Management, Business Planning
Education
Keene State College 2003 — 2007
Bachelor of Science (B.S), Psychology, Business Management
Bond University
Psychology, Business Management
Dovetail Health July 2015 - Present
Dovetail Health April 2015 - July 2015
Moorings Park Community Health April 2013 - October 2014
Presidio Networked Solutions June 2012 - October 2012
Amphenol PCD July 2010 - June 2012
John Hancock Life Insurance Company (U.S.A.) February 2009 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2007 - February 2009
DEKK Group, LLC September 2007 - December 2007
American Red Cross February 2007 - June 2007
Keene State College September 2004 - May 2006
Skills
Marketing Strategy, Marketing Communications, Account Management, New Business Development, Customer Service, Social Media Marketing, Marketing, Product Marketing, Microsoft Excel, Microsoft Office, Strategic Planning, Email Marketing, Social Media, Business Development, Competitive Analysis, Sales, Management, Business Planning
Education
Keene State College 2003 — 2007
Bachelor of Science (B.S), Psychology, Business Management
Bond University
Psychology, Business Management
Chris Gebhardt's John Hancock Life Insurance Company (U.S.A.) Experience June 2007 - December 2007
Job Center for Student Involvement Project HELP Coordinator, Global Education Office Intern
Industry Education Management
Experience
SUNY Plattsburgh January 2015 - Present
SUNY Plattsburgh August 2014 - Present
Tufts Health Plan December 2007 - August 2013
John Hancock Life Insurance Company (U.S.A.) June 2007 - December 2007
Skills
Microsoft Office, Cognos, Access, PowerPoint, Excel, Word, Customer Service, Microsoft Excel, Data Analysis, Event Planning, Finance
Education
State University of New York College at Plattsburgh 2014 — 2016
Master's Degree, Student Affairs and School Counseling
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
Master's, Financial Planning
SUNY Plattsburgh 2003 — 2007
BS, Business
SUNY Plattsburgh January 2015 - Present
SUNY Plattsburgh August 2014 - Present
Tufts Health Plan December 2007 - August 2013
John Hancock Life Insurance Company (U.S.A.) June 2007 - December 2007
Skills
Microsoft Office, Cognos, Access, PowerPoint, Excel, Word, Customer Service, Microsoft Excel, Data Analysis, Event Planning, Finance
Education
State University of New York College at Plattsburgh 2014 — 2016
Master's Degree, Student Affairs and School Counseling
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
Master's, Financial Planning
SUNY Plattsburgh 2003 — 2007
BS, Business
Katrina Tuccio's John Hancock Life Insurance Company (U.S.A.) Experience 1999 - 2000
Job Former Medical Researcher turned Entrepreneur/ Financial Planner/Advisor, 200h Certified Hatha Yoga Instructor
Industry Health, Wellness and Fitness
Experience
Yoga Yoga September 2011 - June 2012
Merrill Lynch 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MSFP, Financial Planning and Services
Boston College 1990 — 1992
Psychology, BA
The Johns Hopkins University School of Medicine 1989 — 1990
Hartford Foundation Fellowship Scholar Award recipient, Research, Gerontology
Manhattanville College 1988 — 1990
Yoga Yoga September 2011 - June 2012
Merrill Lynch 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MSFP, Financial Planning and Services
Boston College 1990 — 1992
Psychology, BA
The Johns Hopkins University School of Medicine 1989 — 1990
Hartford Foundation Fellowship Scholar Award recipient, Research, Gerontology
Manhattanville College 1988 — 1990
Jeanette Volk's John Hancock Life Insurance Company (U.S.A.) Experience 1998 - 2000
Job SVP at Citi
Industry Financial Services
Experience
Citi January 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Investors Bank & Trust 1996 - 1998
Investors Bank & Trust 1993 - 1996
Education
Bentley University
MBA, Accounting
University of Rochester 1987 — 1989
BA, Economics
Citi January 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Investors Bank & Trust 1996 - 1998
Investors Bank & Trust 1993 - 1996
Education
Bentley University
MBA, Accounting
University of Rochester 1987 — 1989
BA, Economics
Lori Ann (Giordano) Mancini's John Hancock Life Insurance Company (U.S.A.) Experience April 2011 - Present
Job Technology Relationship Leader at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
IBM June 2003 - March 2010
IBM - International Business Machines June 2004 - December 2006
JOHN HANCOCK FINANCIAL SERVICES, INC January 1999 - June 2003
Skills
SDLC, Testing, Security, Troubleshooting, Analysis, Management, Process Improvement
Education
Bentley University 1995 — 1999
BS, Computer Information Systems
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
IBM June 2003 - March 2010
IBM - International Business Machines June 2004 - December 2006
JOHN HANCOCK FINANCIAL SERVICES, INC January 1999 - June 2003
Skills
SDLC, Testing, Security, Troubleshooting, Analysis, Management, Process Improvement
Education
Bentley University 1995 — 1999
BS, Computer Information Systems
Heather McCormack's John Hancock Life Insurance Company (U.S.A.) Experience June 2009 - Present
Job Payroll Professional
Industry Accounting
Experience
John Hancock Life Insurance Company (U.S.A.) June 2009 - Present
Aviva Service Corporation November 2002 - April 2008
Aviva Service Corporation October 2000 - November 2002
One Beacon Insurance Company 1999 - October 2000
Skills
Payroll, HRIS, Probusiness, Workday, Human Resources, Data Integrity, Salesforce.com, System Administration, Employee Benefits, 401k, Process Improvement, Account Reconciliation, Analysis, Oracle General Ledger, Customer Service, Budgets, Finance, Financial Reporting, Training, Management, Mergers & Acquisitions, Time Management, Microsoft Office
Education
Massasoit Community College 1989 — 1992
Associate’s Degree, Business Administration
Bentley University
Accounting
John Hancock Life Insurance Company (U.S.A.) June 2009 - Present
Aviva Service Corporation November 2002 - April 2008
Aviva Service Corporation October 2000 - November 2002
One Beacon Insurance Company 1999 - October 2000
Skills
Payroll, HRIS, Probusiness, Workday, Human Resources, Data Integrity, Salesforce.com, System Administration, Employee Benefits, 401k, Process Improvement, Account Reconciliation, Analysis, Oracle General Ledger, Customer Service, Budgets, Finance, Financial Reporting, Training, Management, Mergers & Acquisitions, Time Management, Microsoft Office
Education
Massasoit Community College 1989 — 1992
Associate’s Degree, Business Administration
Bentley University
Accounting
Mike Kotarski's John Hancock Life Insurance Company (U.S.A.) Experience 2000 - 2001
Job Vice President, Institutional Business Development at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
Jenna Hardy's John Hancock Life Insurance Company (U.S.A.) Experience April 2012 - April 2013
Job Director Customer Solutions & Strategy at Manulife Financial
Industry Financial Services
Experience
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - April 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
Raytheon June 2010 - August 2010
Fidelity Management & Research Co. September 2007 - June 2010
Fidelity Investments July 2006 - August 2007
Skills
Strategy, Financial Analysis, Competitive Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Business Administration and Management, General
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - April 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
Raytheon June 2010 - August 2010
Fidelity Management & Research Co. September 2007 - June 2010
Fidelity Investments July 2006 - August 2007
Skills
Strategy, Financial Analysis, Competitive Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Business Administration and Management, General
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Ali Tawawalla, CFA, FRM's John Hancock Life Insurance Company (U.S.A.) Experience January 2000 - November 2006
Job AVP, Derivative Risk Oversight, Manulife Financial
Industry Investment Management
Experience
Manulife Financial January 2014 - Present
Manulife Financial August 2007 - December 2013
CypressTree Investment Inc. November 2006 - August 2007
John Hancock Life Insurance Company (U.S.A.) January 2000 - November 2006
Brown Brothers Harriman & Co 1997 - 2000
Skills
Portfolio Management, Derivatives, Valuation, Trading, Investment Strategies, Derivative..., Fixed Income, Alternative Investments, Equities, Bloomberg, Middle Office, Hedging, Investments, Hedge Funds, Capital Markets, Credit, Market Risk, Financial Risk, Asset Allocation, Securities, Investment Management
Education
Boston College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Boston University Questrom School of Business 2000 — 2003
MBA
Eckerd College 1992 — 1996
BA, Psychology and Economics
KGS
High school
Manulife Financial January 2014 - Present
Manulife Financial August 2007 - December 2013
CypressTree Investment Inc. November 2006 - August 2007
John Hancock Life Insurance Company (U.S.A.) January 2000 - November 2006
Brown Brothers Harriman & Co 1997 - 2000
Skills
Portfolio Management, Derivatives, Valuation, Trading, Investment Strategies, Derivative..., Fixed Income, Alternative Investments, Equities, Bloomberg, Middle Office, Hedging, Investments, Hedge Funds, Capital Markets, Credit, Market Risk, Financial Risk, Asset Allocation, Securities, Investment Management
Education
Boston College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Boston University Questrom School of Business 2000 — 2003
MBA
Eckerd College 1992 — 1996
BA, Psychology and Economics
KGS
High school
Michelle Whalen's John Hancock Life Insurance Company (U.S.A.) Experience 1982 - 1995
Job Insurance Consultant and Contractor
Industry Insurance
Experience
Self Empioyed 1995 - 2011
John Hancock Life Insurance Company (U.S.A.) 1982 - 1995
Skills
Employee Benefits, 401k, Disability Insurance, Long Term Care, Insurance, Benefits, Term Life Insurance, Health Insurance, Long-term Care, Benefits Administration, Health Savings Accounts, Brokers, Long Term Care Insurance, Underwriting
Education
Benedictine University 1979 — 1982
Self Empioyed 1995 - 2011
John Hancock Life Insurance Company (U.S.A.) 1982 - 1995
Skills
Employee Benefits, 401k, Disability Insurance, Long Term Care, Insurance, Benefits, Term Life Insurance, Health Insurance, Long-term Care, Benefits Administration, Health Savings Accounts, Brokers, Long Term Care Insurance, Underwriting
Education
Benedictine University 1979 — 1982
Elisabeth Simons's John Hancock Life Insurance Company (U.S.A.) Experience June 2000 - May 2009
Job Project ManagerHR at John Hancock
Industry Insurance
Experience
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
John Hancock Financial Services June 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2000 - May 2009
John Hancock 1990 - 2009
Bank of New England January 1989 - June 1990
Skills
Employee Benefits, HRIS, Payroll, HR Project Management, System Testing, Deferred Compensation, Onboarding, Benefits Administration, Human Resources, 401k, Project Management, Financial Services, Succession Planning, Employee Relations
Education
Bentley University 1986 — 1989
Coretta Lau's John Hancock Life Insurance Company (U.S.A.) Experience July 2012 - January 2014
Job Sr. Engagement Lead, M&A Execution at Manulife
Industry Financial Services
Experience
Manulife May 2015 - Present
Manulife Financial January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) October 2009 - June 2012
Protiviti January 2007 - October 2009
GE Plastics 2006 - 2006
Skills
Internal Audit, Risk Management, Process Improvement, Financial Risk, Internal Controls, Analysis, Sarbanes-Oxley Act, Auditing, Financial Reporting, Enterprise Risk..., Business Analysis, Governance, Finance
Education
Bentley University 2011 — 2013
MBA, Operations & Technology and Management
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (B.S.)
Manulife May 2015 - Present
Manulife Financial January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) October 2009 - June 2012
Protiviti January 2007 - October 2009
GE Plastics 2006 - 2006
Skills
Internal Audit, Risk Management, Process Improvement, Financial Risk, Internal Controls, Analysis, Sarbanes-Oxley Act, Auditing, Financial Reporting, Enterprise Risk..., Business Analysis, Governance, Finance
Education
Bentley University 2011 — 2013
MBA, Operations & Technology and Management
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (B.S.)
Shaun Merrill, CPA's John Hancock Life Insurance Company (U.S.A.) Experience May 2010 - Present
Job Senior Financial Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Accounting
Experience
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) February 2007 - May 2010
Sawyer Realty Holdings LLC January 2004 - February 2007
Skills
General Ledger, Financial Reporting, Variance Analysis, Financial Analysis, Accounting, Finance, Financial Accounting, US GAAP, Corporate Finance, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, IFRS
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA)
University of Massachusetts Boston 2010 — 2012
Master of Science (MS), Accounting
Bentley University 2000 — 2004
Bachelor's degree, Accounting
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) February 2007 - May 2010
Sawyer Realty Holdings LLC January 2004 - February 2007
Skills
General Ledger, Financial Reporting, Variance Analysis, Financial Analysis, Accounting, Finance, Financial Accounting, US GAAP, Corporate Finance, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, IFRS
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA)
University of Massachusetts Boston 2010 — 2012
Master of Science (MS), Accounting
Bentley University 2000 — 2004
Bachelor's degree, Accounting
Sarah Hebert's John Hancock Life Insurance Company (U.S.A.) Experience December 2000 - October 2003
Job IS Team Lead at Carolinas HealthCare System
Industry Information Technology and Services
Experience
Carolinas Healthcare System December 2007 - July 2013
Dana-Farber Cancer Institute October 2003 - May 2006
John Hancock Life Insurance Company (U.S.A.) December 2000 - October 2003
Skills
EHR, Cerner, Healthcare Information..., EMR, CPOE
Education
Bentley University 1996 — 2000
Bachelor of Science Information Systems, Computer/Information Technology Administration and Management
Winthrop High School 1992 — 1996
Carolinas Healthcare System December 2007 - July 2013
Dana-Farber Cancer Institute October 2003 - May 2006
John Hancock Life Insurance Company (U.S.A.) December 2000 - October 2003
Skills
EHR, Cerner, Healthcare Information..., EMR, CPOE
Education
Bentley University 1996 — 2000
Bachelor of Science Information Systems, Computer/Information Technology Administration and Management
Winthrop High School 1992 — 1996
Brendan Glynn's John Hancock Life Insurance Company (U.S.A.) Experience January 1982 - December 1997
Job Regional Vice President at Allied Solutions,LLC
Industry Financial Services
Experience
Allied Solutions,LLC January 1997 - Present
John Hancock Life Insurance Company (U.S.A.) January 1982 - December 1997
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Unions, Sales Management, Strategic Planning, Team Building, Account Management, Insurance, New Business Development, Business Development, Sales, Consumer Lending, Customer Service, Property & Casualty...
Education
Boston College 1976 — 1979
Communication and Media Studies
Milton Academy 1972 — 1975
Allied Solutions,LLC January 1997 - Present
John Hancock Life Insurance Company (U.S.A.) January 1982 - December 1997
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Unions, Sales Management, Strategic Planning, Team Building, Account Management, Insurance, New Business Development, Business Development, Sales, Consumer Lending, Customer Service, Property & Casualty...
Education
Boston College 1976 — 1979
Communication and Media Studies
Milton Academy 1972 — 1975
Kelly Stavola (Fleming)'s John Hancock Life Insurance Company (U.S.A.) Experience August 2009 - September 2011
Job Stay At Home Mom
Industry Financial Services
Experience
AXA January 2015 - July 2015
AXA Equitable October 2013 - December 2014
John Hancock September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - September 2011
Skills
Fund Administration, Mutual Funds, Investments, Financial Analysis, Bloomberg, Securities, Financial Services, Equities, Bank Reconciliation, Supervisory Experience, Budget Process, Regulatory Filings, External Audit, Procedure Development, Process Improvement, Flux Analysis, Pivot Tables
Education
Bentley College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Academy of Notre Dame 1996 — 1999
High School
AXA January 2015 - July 2015
AXA Equitable October 2013 - December 2014
John Hancock September 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - September 2011
Skills
Fund Administration, Mutual Funds, Investments, Financial Analysis, Bloomberg, Securities, Financial Services, Equities, Bank Reconciliation, Supervisory Experience, Budget Process, Regulatory Filings, External Audit, Procedure Development, Process Improvement, Flux Analysis, Pivot Tables
Education
Bentley College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Academy of Notre Dame 1996 — 1999
High School
Edward Whalen's John Hancock Life Insurance Company (U.S.A.) Experience October 2000 - Present
Job Senior Developer at John Hancock Funds
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) October 2000 - Present
Harvard Pilgrim Health Care 1998 - 2000
John Hancock November 1984 - March 1998
Skills
SQL Server, Access, Customer Relations, SQL, Financial Analysis, Leadership, Business Analysis, Customer Service, Microsoft SQL Server, Oracle, Vendor Management, Requirements Analysis, Requirements Gathering, Business Intelligence, SDLC, Software Documentation, Process Improvement, Databases
Education
Clark University 1998 — 1999
Client Server Certificate, Computer Science
Boston College 1972 — 1984
AB, Business Administration - Marketing
Cathlic Memorial
John Hancock Life Insurance Company (U.S.A.) October 2000 - Present
Harvard Pilgrim Health Care 1998 - 2000
John Hancock November 1984 - March 1998
Skills
SQL Server, Access, Customer Relations, SQL, Financial Analysis, Leadership, Business Analysis, Customer Service, Microsoft SQL Server, Oracle, Vendor Management, Requirements Analysis, Requirements Gathering, Business Intelligence, SDLC, Software Documentation, Process Improvement, Databases
Education
Clark University 1998 — 1999
Client Server Certificate, Computer Science
Boston College 1972 — 1984
AB, Business Administration - Marketing
Cathlic Memorial
Rebecca Amissah, Esq.'s John Hancock Life Insurance Company (U.S.A.) Experience February 2011 - July 2014
Job Vice President Investment Compliance Officer at Aflac Global Investments
Industry Financial Services
Experience
Aflac Global Investments July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - July 2014
Royal Bank of Scotland August 2009 - 2011
TIAA-CREF May 1999 - July 2009
AIG American General 1997 - 1999
Savings Bank Life Insurance Fund 1996 - 1997
Skills
Policies and Procedures, Training, Service Provider..., Securities Regulation, Process Improvement, Team Building, Project Management, Microsoft Excel, Public Speaking, Investments, KYC, Mutual Funds, Due Diligence, Legal Writing, Analysis, Management, Program Management, Licensing, Employee Benefits, Insurance, Banking, Legal Research, Portfolio Management, Employment Law, Corporate Law, Securities, Litigation, Policy, Hedge Funds, ERISA, Investment Management, Risk Management, Negotiation, Financial Services, Capital Markets, Corporate Governance, Corporate Finance, Series 24, Research, Private Equity, Bankruptcy, Series 7, Mergers & Acquisitions, Strategic Planning, Finance, Contract Negotiation, AML, Testing, FINRA
Education
St. John's University School of Law 2002 — 2006
J.D., Law
Binghamton University 1992 — 1996
B.A., Mathematics
Aflac Global Investments July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - July 2014
Royal Bank of Scotland August 2009 - 2011
TIAA-CREF May 1999 - July 2009
AIG American General 1997 - 1999
Savings Bank Life Insurance Fund 1996 - 1997
Skills
Policies and Procedures, Training, Service Provider..., Securities Regulation, Process Improvement, Team Building, Project Management, Microsoft Excel, Public Speaking, Investments, KYC, Mutual Funds, Due Diligence, Legal Writing, Analysis, Management, Program Management, Licensing, Employee Benefits, Insurance, Banking, Legal Research, Portfolio Management, Employment Law, Corporate Law, Securities, Litigation, Policy, Hedge Funds, ERISA, Investment Management, Risk Management, Negotiation, Financial Services, Capital Markets, Corporate Governance, Corporate Finance, Series 24, Research, Private Equity, Bankruptcy, Series 7, Mergers & Acquisitions, Strategic Planning, Finance, Contract Negotiation, AML, Testing, FINRA
Education
St. John's University School of Law 2002 — 2006
J.D., Law
Binghamton University 1992 — 1996
B.A., Mathematics
Serge Pierre-Louis II's John Hancock Life Insurance Company (U.S.A.) Experience September 2006 - October 2010
Job Internal Wholesaler Mutual Funds at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
MFS Investment Management August 2012 - Present
Edward Jones October 2010 - August 2012
John Hancock Life Insurance Company (U.S.A.) September 2006 - October 2010
Skills
Retirement Planning, Life Insurance, Saving for Education, Investments
Education
Bentley University 2002 — 2006
BA, Marketing
Andrea Whalen's John Hancock Life Insurance Company (U.S.A.) Experience 2009 - Present
Job Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock September 1989 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2009
Skills
Excel, Strategic Planning, PowerPoint, Word, Microsoft Office, Access, Research, Analysis, Marketing Strategy, Writing, Adobe Acrobat, Social Media, Customer Service, Planning, Financial Analysis, Photoshop, Asset Management, Data Analysis, Scheduling, Insurance, English, Web Design
Education
Boston Architectural College 1999 — 2001
Graphic Design
Northeastern University
Finance
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock September 1989 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2009
Skills
Excel, Strategic Planning, PowerPoint, Word, Microsoft Office, Access, Research, Analysis, Marketing Strategy, Writing, Adobe Acrobat, Social Media, Customer Service, Planning, Financial Analysis, Photoshop, Asset Management, Data Analysis, Scheduling, Insurance, English, Web Design
Education
Boston Architectural College 1999 — 2001
Graphic Design
Northeastern University
Finance
Margaret Ng's John Hancock Life Insurance Company (U.S.A.) Experience 2010 - 2011
Job FInancial Analyst IV at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
Fidelity Investments 2007 - 2010
JPMorganChase 2006 - 2007
Skills
Bloomberg, Essbase, Variance Analysis, Financial Analysis, Financial Reporting, General Ledger, Reconciliation, Lotus Notes, Excel, Account Reconciliation, PowerPoint, Word, Spreadsheets, Access, Ad Hoc Reporting
Education
Bentley University 2003 — 2005
MS, Finance
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
Fidelity Investments 2007 - 2010
JPMorganChase 2006 - 2007
Skills
Bloomberg, Essbase, Variance Analysis, Financial Analysis, Financial Reporting, General Ledger, Reconciliation, Lotus Notes, Excel, Account Reconciliation, PowerPoint, Word, Spreadsheets, Access, Ad Hoc Reporting
Education
Bentley University 2003 — 2005
MS, Finance
Danielle LeMott, PHR's John Hancock Life Insurance Company (U.S.A.) Experience June 2012 - June 2013
Job Human Resources Consultant at John Hancock Financial Services
Industry Human Resources
Experience
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - June 2013
John Hancock August 2008 - June 2012
University of Notre Dame September 2007 - May 2008
PwC August 2004 - August 2007
Skills
Employee Benefits, Human Resources, Talent Management, Performance Management, Leadership, Onboarding, Organizational Design, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Employee Relations, Succession Planning, HRIS, Applicant Tracking...
Education
Northeastern University 2009 — 2010
Graduate Certificate, Human Resources Management
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
John Hancock Financial Services November 2014 - Present
John Hancock Financial Services June 2013 - November 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - June 2013
John Hancock August 2008 - June 2012
University of Notre Dame September 2007 - May 2008
PwC August 2004 - August 2007
Skills
Employee Benefits, Human Resources, Talent Management, Performance Management, Leadership, Onboarding, Organizational Design, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Employee Relations, Succession Planning, HRIS, Applicant Tracking...
Education
Northeastern University 2009 — 2010
Graduate Certificate, Human Resources Management
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
Carol Quilty's John Hancock Life Insurance Company (U.S.A.) Experience April 2011 - Present
Job Sr. Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
Bryant Durant's John Hancock Life Insurance Company (U.S.A.) Experience 1981 - 1997
Job Controller at BNY Mellon
Industry Financial Services
Experience
BNY Mellon ControllerJP Morgan Chase1997 - 2005
John Hancock Life Insurance Company (U.S.A.) 1981 - 1997
Skills
Budgets, Finance, Forecasting, Alternative Investments, Financial Analysis, Investments, Accounting, Due Diligence, Fund Accounting, Equities, Financial Reporting, Hedge Funds, Financial Modeling, Risk Management, Mutual Funds, Cash Management, Asset Management, Financial Services, Microsoft Excel, Securities, Internal Controls, Strategic Financial...
Education
Boston College 1989 — 1992
BS, Management
BNY Mellon ControllerJP Morgan Chase1997 - 2005
John Hancock Life Insurance Company (U.S.A.) 1981 - 1997
Skills
Budgets, Finance, Forecasting, Alternative Investments, Financial Analysis, Investments, Accounting, Due Diligence, Fund Accounting, Equities, Financial Reporting, Hedge Funds, Financial Modeling, Risk Management, Mutual Funds, Cash Management, Asset Management, Financial Services, Microsoft Excel, Securities, Internal Controls, Strategic Financial...
Education
Boston College 1989 — 1992
BS, Management
Len Scholl's John Hancock Life Insurance Company (U.S.A.) Experience February 1996 - November 2000
Job Exec. VP & CMO at Innovative Financial Group, LLC, Nashville, TN
Industry Financial Services
Experience
Innovative Financial Group, LLC December 2009 - Present
Sun Life Financial July 2006 - February 2009
Sun Life Financial August 2003 - June 2006
Sun Life Financial December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) February 1996 - November 2000
Education
Bentley University 1980 — 1983
BS, Management
University of Massachusetts, Amherst 1978 — 1980
Accounting
Innovative Financial Group, LLC December 2009 - Present
Sun Life Financial July 2006 - February 2009
Sun Life Financial August 2003 - June 2006
Sun Life Financial December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) February 1996 - November 2000
Education
Bentley University 1980 — 1983
BS, Management
University of Massachusetts, Amherst 1978 — 1980
Accounting
Ellen Dolinsky's John Hancock Life Insurance Company (U.S.A.) Experience November 2009 - Present
Job Quality Assurance Systems Lead at John Hancock Life Insurance Company (U.S.A.)
Industry Computer Software
Experience
John Hancock Life Insurance Company (U.S.A.) November 2009 - Present
State Street March 1998 - February 2009
Education
Bentley University 1980 — 1984
BA, Accounting
John Hancock Life Insurance Company (U.S.A.) November 2009 - Present
State Street March 1998 - February 2009
Education
Bentley University 1980 — 1984
BA, Accounting
Bob Place's John Hancock Life Insurance Company (U.S.A.) Experience March 2012 - Present
Job Director, US Wealth Management Application Innovation Services & Personal Financial Services IS at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
John Hancock January 2006 - March 2012
Natixis Funds February 2000 - July 2005
SRI International October 1999 - January 2000
Celarix January 1999 - October 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Data Warehousing, SQL, Enterprise Architecture, Agile Methodologies, Software Project..., SharePoint, Web Design, Web Development, Music, Drums, Songwriting, Team Management, Team Building, Project Portfolio...
Education
Berklee College of Music
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
John Hancock January 2006 - March 2012
Natixis Funds February 2000 - July 2005
SRI International October 1999 - January 2000
Celarix January 1999 - October 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Data Warehousing, SQL, Enterprise Architecture, Agile Methodologies, Software Project..., SharePoint, Web Design, Web Development, Music, Drums, Songwriting, Team Management, Team Building, Project Portfolio...
Education
Berklee College of Music
Rohith Lokareddy's John Hancock Life Insurance Company (U.S.A.) Experience January 2012 - July 2012
Job Research Analyst at Northeast Broking services
Industry Capital Markets
Experience
Northeast Broking services July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Hughey Center for Financial Services September 2009 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Bloomberg, Capital IQ, Economics, Investments, Portfolio Management, Macroeconomics, Microsoft Office, Financial Risk..., Fixed Income Analysis, Trading
Education
The Indian School of Business 2013 — 2014
Post graduate programme in management, MBA
Bentley University 2006 — 2010
BSc, Economics-Finance
The International School of Bangalore 2004 — 2006
Gitanjali
Northeast Broking services July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Hughey Center for Financial Services September 2009 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Bloomberg, Capital IQ, Economics, Investments, Portfolio Management, Macroeconomics, Microsoft Office, Financial Risk..., Fixed Income Analysis, Trading
Education
The Indian School of Business 2013 — 2014
Post graduate programme in management, MBA
Bentley University 2006 — 2010
BSc, Economics-Finance
The International School of Bangalore 2004 — 2006
Gitanjali
Carolyn Riley's John Hancock Life Insurance Company (U.S.A.) Experience January 1991 - August 2010
Job Infant Toddler Program Coordinator at Arlington Heights Nursery School
Industry Education Management
Experience
Arlington Heights Nursery School 2012 - Present
JCC Early Learning Center September 2010 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 1991 - August 2010
John Hancock Child Care Center January 1991 - August 2010
Skills
Early Childhood..., Childcare, Staff Development, Child Development, Curriculum Design, Curriculum Development, Teaching, Adult Education, Program Development, Teacher Training, Program Management
Education
Boston College 1988 — 1989
M.Ed, Moderate Special Needs
Boston College 1984 — 1988
BA, Early Childhood Education
Arlington Heights Nursery School 2012 - Present
JCC Early Learning Center September 2010 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 1991 - August 2010
John Hancock Child Care Center January 1991 - August 2010
Skills
Early Childhood..., Childcare, Staff Development, Child Development, Curriculum Design, Curriculum Development, Teaching, Adult Education, Program Development, Teacher Training, Program Management
Education
Boston College 1988 — 1989
M.Ed, Moderate Special Needs
Boston College 1984 — 1988
BA, Early Childhood Education
Jonathan Engert's John Hancock Life Insurance Company (U.S.A.) Experience June 2006 - July 2008
Job Director, Insurance & Annuities at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot November 2008 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - July 2008
Education
Bentley University 2002 — 2006
BS, Finance
Moors & Cabot November 2008 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - July 2008
Education
Bentley University 2002 — 2006
BS, Finance
Matthew DiCarlo's John Hancock Life Insurance Company (U.S.A.) Experience August 2011 - Present
Job Accounting Director at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) August 2011 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Boston College 1997 — 2001
John Hancock Life Insurance Company (U.S.A.) August 2011 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Boston College 1997 — 2001
Whitney LeBarron, MBA, CISA, PMP's John Hancock Life Insurance Company (U.S.A.) Experience January 2012 - Present
Job VP, IT Governance, Risk and Compliance at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2010
State Street Bank 2000 - 2007
Skills
IT Audit, Project Management, Program Management, Risk Management, Business Process, Financial Risk, Auditing, Financial Services, SDLC, Sarbanes-Oxley Act, Offshoring, Business Process..., Business Continuity, Project Portfolio..., Business Analysis, Vendor Management, PMP, Process Improvement, Risk Assessment, Internal Controls, Internal Audit, Governance, Management, Information Technology
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, MIS
Northeastern University 1991 — 1996
B.S., History, with Minor in Business Administration and Pre-Med
State Street March 2015 - Present
State Street June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2010
State Street Bank 2000 - 2007
Skills
IT Audit, Project Management, Program Management, Risk Management, Business Process, Financial Risk, Auditing, Financial Services, SDLC, Sarbanes-Oxley Act, Offshoring, Business Process..., Business Continuity, Project Portfolio..., Business Analysis, Vendor Management, PMP, Process Improvement, Risk Assessment, Internal Controls, Internal Audit, Governance, Management, Information Technology
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, MIS
Northeastern University 1991 — 1996
B.S., History, with Minor in Business Administration and Pre-Med
Philip Littlehale, CPA, MBA's John Hancock Life Insurance Company (U.S.A.) Experience February 2011 - June 2011
Job Business Administrator Salem Public Schools
Industry Government Administration
Experience
Salem Public Schools July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) April 2005 - March 2007
Lighthouse Financial Services, Inc., 2004 - 2005
Mellon Financial 1996 - 2003
Skills
Financial Reporting, CPA, US GAAP, Banking, Financial Analysis, Finance, Internal Audit, Accounting, General Ledger, Forecasting
Education
Bentley University 1990 — 1993
MSA, Accountancy
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
Boston College
BA, French & Economics
Salem Public Schools July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) April 2005 - March 2007
Lighthouse Financial Services, Inc., 2004 - 2005
Mellon Financial 1996 - 2003
Skills
Financial Reporting, CPA, US GAAP, Banking, Financial Analysis, Finance, Internal Audit, Accounting, General Ledger, Forecasting
Education
Bentley University 1990 — 1993
MSA, Accountancy
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
Boston College
BA, French & Economics
Scott Lagger's John Hancock Life Insurance Company (U.S.A.) Experience July 2003 - March 2012
Job Sr. Application Analyst
Industry Hospital & Health Care
Experience
Edward Hospital March 2012 - Present
Edward Hospital January 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) July 2003 - March 2012
Skills
Network Administration, Project Management, Troubleshooting, Visio, Active Directory, SharePoint, Software Documentation, Process Improvement, Requirements Gathering, Windows 7, Access, Crystal Reports, Windows Server, Windows, Business Analysis, Meditech, PACS, Epic Systems, System Administration, Analysis, VPN, Business Requirements, Lotus Notes, Technical Support, IT Management, Computer Hardware, Hardware, ITIL, Databases, Information Security, Networking, Disaster Recovery, Citrix, Training, Security, Vendor Management, Blackberry, CentOS, Linux, XenCenter, XenServer, Windows Powershell, Testing, Systems Analysis, SDLC, DNS
Education
Bob Jones University 1990 — 1994
Bachelor of Arts (B.A.), Religion/Religious Studies
Edward Hospital March 2012 - Present
Edward Hospital January 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) July 2003 - March 2012
Skills
Network Administration, Project Management, Troubleshooting, Visio, Active Directory, SharePoint, Software Documentation, Process Improvement, Requirements Gathering, Windows 7, Access, Crystal Reports, Windows Server, Windows, Business Analysis, Meditech, PACS, Epic Systems, System Administration, Analysis, VPN, Business Requirements, Lotus Notes, Technical Support, IT Management, Computer Hardware, Hardware, ITIL, Databases, Information Security, Networking, Disaster Recovery, Citrix, Training, Security, Vendor Management, Blackberry, CentOS, Linux, XenCenter, XenServer, Windows Powershell, Testing, Systems Analysis, SDLC, DNS
Education
Bob Jones University 1990 — 1994
Bachelor of Arts (B.A.), Religion/Religious Studies
Susan Wetherbee's John Hancock Life Insurance Company (U.S.A.) Experience 1994 - 1997
Job HR/Office Manager at Franchi Management Co.
Industry Real Estate
Experience
Franchi Management Co. HR/Office ManagerFranchi Management Co.May 2001 - Present
Ovations for the Cure 2006 - 2009
Santin Engineering 1997 - 2001
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
Skills
Customer Service, Recruiting, Fundraising, Microsoft Office, Strategic Planning, Event Management, Social Media, Marketing, Event Planning, Social Media Marketing, Contract Negotiation, Team Building, Outlook, Microsoft Excel, Training, Nonprofits, Leadership, Budgets
Education
Bentley College 1996 — 1997
Bridgewater State University 1973 — 1976
BA, Sociology/Psychology
Franchi Management Co. HR/Office ManagerFranchi Management Co.May 2001 - Present
Ovations for the Cure 2006 - 2009
Santin Engineering 1997 - 2001
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
Skills
Customer Service, Recruiting, Fundraising, Microsoft Office, Strategic Planning, Event Management, Social Media, Marketing, Event Planning, Social Media Marketing, Contract Negotiation, Team Building, Outlook, Microsoft Excel, Training, Nonprofits, Leadership, Budgets
Education
Bentley College 1996 — 1997
Bridgewater State University 1973 — 1976
BA, Sociology/Psychology
Sandra Dassoni's John Hancock Life Insurance Company (U.S.A.) Experience 2011 - Present
Job Financial Reporting in IT Finance area at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Sun Life Financial 2009 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2005 - 2007
Sun Life Financial 2005 - 2005
Boston Sand & Gravel Company 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Analysis, Forecasting, Sarbanes-Oxley Act, Finance, Financial Analysis, Account Reconciliation, Budgets, Management, Process Improvement
Education
Bentley University
BS (summa cum laude), Accountancy, computer science
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Sun Life Financial 2009 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2005 - 2007
Sun Life Financial 2005 - 2005
Boston Sand & Gravel Company 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Analysis, Forecasting, Sarbanes-Oxley Act, Finance, Financial Analysis, Account Reconciliation, Budgets, Management, Process Improvement
Education
Bentley University
BS (summa cum laude), Accountancy, computer science
Nick Komissarov's John Hancock Life Insurance Company (U.S.A.) Experience March 2011 - June 2012
Job Director Modeling and Forecasting at Resolution Life
Industry Financial Services
Experience
Resolution Life September 2014 - Present
John Hancock Financial Services November 2013 - September 2014
John Hancock Financial Services June 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
John Hancock Financial Services June 2009 - March 2011
Skills
Actuarial Science, Insurance, VBA, Financial Analysis, Access, Data Analysis, Quantitative Analytics, Microsoft Excel, Risk Management, ALM, Embedded Value, Pricing, Forecasting, Variable Annuities, Financial Modeling, Actuaries
Education
Bentley University 2005 — 2009
Major: Managerial Economics; Minors: Finance, Mathematical Sciences
Resolution Life September 2014 - Present
John Hancock Financial Services November 2013 - September 2014
John Hancock Financial Services June 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) March 2011 - June 2012
John Hancock Financial Services June 2009 - March 2011
Skills
Actuarial Science, Insurance, VBA, Financial Analysis, Access, Data Analysis, Quantitative Analytics, Microsoft Excel, Risk Management, ALM, Embedded Value, Pricing, Forecasting, Variable Annuities, Financial Modeling, Actuaries
Education
Bentley University 2005 — 2009
Major: Managerial Economics; Minors: Finance, Mathematical Sciences
Brian Greenwood's John Hancock Life Insurance Company (U.S.A.) Experience June 2010 - January 2012
Job Agent Assistant at Paradigm Talent Agency
Industry Music
Experience
Paradigm Talent Agency June 2015 - Present
RCA Records September 2014 - December 2014
Superfly June 2014 - September 2014
Founders Entertainment May 2014 - June 2014
Mick Management January 2014 - May 2014
Boston Symphony Orchestra September 2012 - December 2012
Kraft Sports Group August 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2012
Education
NYU 2013 — 2015
Master of Arts (M.A.), Music Business
Boston College 2009 — 2013
Bachelor of Science (B.S.), Marketing, Music
Paradigm Talent Agency June 2015 - Present
RCA Records September 2014 - December 2014
Superfly June 2014 - September 2014
Founders Entertainment May 2014 - June 2014
Mick Management January 2014 - May 2014
Boston Symphony Orchestra September 2012 - December 2012
Kraft Sports Group August 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2012
Education
NYU 2013 — 2015
Master of Arts (M.A.), Music Business
Boston College 2009 — 2013
Bachelor of Science (B.S.), Marketing, Music
AnnMarie Powell's John Hancock Life Insurance Company (U.S.A.) Experience 1989 - 2003
Job AVP, Finance at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2003 - Present
John Hancock Life Insurance Company (U.S.A.) 1989 - 2003
Skills
Actuarial Science, ALM, Financial Modeling, Strategic Financial..., Risk Management, Financial Analysis
Education
Boston College
BA, Mathematics
Sun Life Financial July 2003 - Present
John Hancock Life Insurance Company (U.S.A.) 1989 - 2003
Skills
Actuarial Science, ALM, Financial Modeling, Strategic Financial..., Risk Management, Financial Analysis
Education
Boston College
BA, Mathematics
Amy Milone's John Hancock Life Insurance Company (U.S.A.) Experience June 1989 - March 1995
Job Design Engineer at GE Healthcare IT
Industry Hospital & Health Care
Experience
GE Healthcare IT QA EngineerIDX System TechnologyMay 1998 - January 2006
John Hancock Life Insurance Company (U.S.A.) June 1989 - March 1995
Skills
HL7, Healthcare Information..., Proj Management, System Testing, SDLC, Testing, Six Sigma, Agile Methodologies, QA Engineering, Quality Center, Software Engineering, Cross-functional Team...
Education
Boston College 1985 — 1989
BS, Finance
GE Healthcare IT QA EngineerIDX System TechnologyMay 1998 - January 2006
John Hancock Life Insurance Company (U.S.A.) June 1989 - March 1995
Skills
HL7, Healthcare Information..., Proj Management, System Testing, SDLC, Testing, Six Sigma, Agile Methodologies, QA Engineering, Quality Center, Software Engineering, Cross-functional Team...
Education
Boston College 1985 — 1989
BS, Finance
Susan Ffrench's John Hancock Life Insurance Company (U.S.A.) Experience 1999 - 2002
Job HR Generalist at AccessPoint HR
Industry Professional Training & Coaching
Experience
AccessPoint HR October 2012 - Present
Consultant 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Skills
Training, Management Consulting, Consulting, Program Management, Strategic Planning, Recruiting, Management, Business Strategy, Sales, Human Resources, Staff Development, Team Building
Education
Bentley College
AccessPoint HR October 2012 - Present
Consultant 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Skills
Training, Management Consulting, Consulting, Program Management, Strategic Planning, Recruiting, Management, Business Strategy, Sales, Human Resources, Staff Development, Team Building
Education
Bentley College
Stacy Barrett's John Hancock Life Insurance Company (U.S.A.) Experience June 2005 - August 2005
Job Professor, Continuing Education at San Francisco State University
Industry Internet
Experience
San Francisco State University August 2011 - Present
Stella & Dot July 2011 - October 2011
Ustream, Inc April 2010 - June 2011
Eventologie October 2008 - August 2009
GPS Investment Advisors, LLC. October 2006 - June 2007
1st Publications January 2006 - October 2006
John Hancock Life Insurance Company (U.S.A.) June 2005 - August 2005
Center for New Words 2004 - 2005
Skills
Social Media, Event Management, Editing, Writing, Event Planning, Blogging, Marketing Communications, Copy Editing
Education
Bennington College 2008 — 2010
BFA, Writing and Literature
Emerson College 2002 — 2006
MFA, Writing, Literature, and Publishing
San Francisco State University August 2011 - Present
Stella & Dot July 2011 - October 2011
Ustream, Inc April 2010 - June 2011
Eventologie October 2008 - August 2009
GPS Investment Advisors, LLC. October 2006 - June 2007
1st Publications January 2006 - October 2006
John Hancock Life Insurance Company (U.S.A.) June 2005 - August 2005
Center for New Words 2004 - 2005
Skills
Social Media, Event Management, Editing, Writing, Event Planning, Blogging, Marketing Communications, Copy Editing
Education
Bennington College 2008 — 2010
BFA, Writing and Literature
Emerson College 2002 — 2006
MFA, Writing, Literature, and Publishing
Lisa LaRose's John Hancock Life Insurance Company (U.S.A.) Experience January 1996 - September 2007
Job National Sales Director
Industry Staffing and Recruiting
Experience
Axelon Services Corp. May 2011 - Present
Marshall & Stevens, Inc. September 2007 - May 2011
John Hancock Life Insurance Company (U.S.A.) January 1996 - September 2007
Skills
New Business Generation, New Business Development, Cold Calling, Face to Face Selling, Self-employment
Education
Temple University
Bachelor of Arts (BA), School of Communications
Berklee College of Music
Professional Music
Axelon Services Corp. May 2011 - Present
Marshall & Stevens, Inc. September 2007 - May 2011
John Hancock Life Insurance Company (U.S.A.) January 1996 - September 2007
Skills
New Business Generation, New Business Development, Cold Calling, Face to Face Selling, Self-employment
Education
Temple University
Bachelor of Arts (BA), School of Communications
Berklee College of Music
Professional Music
Mark Zoladz, CFA's John Hancock Life Insurance Company (U.S.A.) Experience 1996 - April 2005
Job Senior Finance Professional
Industry Financial Services
Experience
Valuation Research Corporation April 2005 - May 2015
John Hancock Life Insurance Company (U.S.A.) 1996 - April 2005
John Hancock Life Insurance Company (U.S.A.) 1992 - 1996
Skills
Valuation, Business Valuation, Fair Value, Intangible Assets, Customer Relationships, Trade Names, Technology, IPR&D, Goodwill
Education
Boston College 1995 — 1998
Master's degree (MSF), Finance
Bentley College 1984 — 1988
Bachelor's degree, Accounting
Valuation Research Corporation April 2005 - May 2015
John Hancock Life Insurance Company (U.S.A.) 1996 - April 2005
John Hancock Life Insurance Company (U.S.A.) 1992 - 1996
Skills
Valuation, Business Valuation, Fair Value, Intangible Assets, Customer Relationships, Trade Names, Technology, IPR&D, Goodwill
Education
Boston College 1995 — 1998
Master's degree (MSF), Finance
Bentley College 1984 — 1988
Bachelor's degree, Accounting
Cecile Harrington's John Hancock Life Insurance Company (U.S.A.) Experience 1998 - 2007
Job .
Industry Insurance
Experience
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Tyrisha Murphy's John Hancock Life Insurance Company (U.S.A.) Experience December 2006 - May 2008
Job Accountant at Greater Boston Management
Industry Printing
Experience
Greater Boston Management August 2013 - Present
REIT Management & Research September 2012 - August 2013
Gangi Printing, Inc May 2008 - June 2012
John Hancock Life Insurance Company (U.S.A.) December 2006 - May 2008
Genzyme Biosurgery January 2005 - October 2005
PRIM&R April 2004 - December 2004
Watermark Donut Company 2002 - 2004
Skills
Financial Reporting, Accounting, Accounts Receivable, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Sarbanes-Oxley Act, Account Reconciliation
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Greater Boston Management August 2013 - Present
REIT Management & Research September 2012 - August 2013
Gangi Printing, Inc May 2008 - June 2012
John Hancock Life Insurance Company (U.S.A.) December 2006 - May 2008
Genzyme Biosurgery January 2005 - October 2005
PRIM&R April 2004 - December 2004
Watermark Donut Company 2002 - 2004
Skills
Financial Reporting, Accounting, Accounts Receivable, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Sarbanes-Oxley Act, Account Reconciliation
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Jim Ord's John Hancock Life Insurance Company (U.S.A.) Experience Mortgage Investment Department$
Job systems manager at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) Mortgage Investment Department$
Skills
Programmers
Education
Bentley University
Merrimack College
Bachelor of Business Administration (BBA), Accounting and Finance
John Hancock Life Insurance Company (U.S.A.) Mortgage Investment Department$
Skills
Programmers
Education
Bentley University
Merrimack College
Bachelor of Business Administration (BBA), Accounting and Finance
Kriti Bhushan's John Hancock Life Insurance Company (U.S.A.) Experience October 2011 - Present
Job Risk Analyst at Manulife Financial
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - September 2011
John Hancock Life Insurance Company (U.S.A.) May 2009 - June 2010
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Sarbanes-Oxley, Financial Analysis, Accounting
Education
Bentley University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
Bentley University 2007 — 2009
MBA, Accounting and Finance
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - September 2011
John Hancock Life Insurance Company (U.S.A.) May 2009 - June 2010
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Sarbanes-Oxley, Financial Analysis, Accounting
Education
Bentley University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
Bentley University 2007 — 2009
MBA, Accounting and Finance
Richard Stubblefield LUTCF, RFC, CSA's John Hancock Life Insurance Company (U.S.A.) Experience September 1983 - July 1989
Job Senior Financial Consultant at Stubblefield & Associates
Industry Management Consulting
Experience
Self-Employed Consultant (Management & Business Development) September 1989 - Present
Stubblefield & Associates September 1989 - Present
John Hancock Life Insurance Company (U.S.A.) September 1983 - July 1989
Skills
Financial , Estate and..., Finance, Marketing, Insurance, Strategic Planning, Financial Analysis, Marketing Strategy, Business Analysis, Process Improvement, PowerPoint
Education
Bob Jones University 1977 — 1981
Self-Employed Consultant (Management & Business Development) September 1989 - Present
Stubblefield & Associates September 1989 - Present
John Hancock Life Insurance Company (U.S.A.) September 1983 - July 1989
Skills
Financial , Estate and..., Finance, Marketing, Insurance, Strategic Planning, Financial Analysis, Marketing Strategy, Business Analysis, Process Improvement, PowerPoint
Education
Bob Jones University 1977 — 1981
Anna Huang's John Hancock Life Insurance Company (U.S.A.) Experience July 2012 - August 2012
Job Global Human Resource Solutions Intern
Industry Financial Services
Experience
GE Capital June 2014 - August 2014
Asian Community Development Corporation June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - August 2012
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, SharePoint, Lotus Notes, Microsoft Office 2007, FactSet, Outlook, Tracker, Bloomberg, Time Management, Microsoft Office 2008..., Data Analytics, Business Analytics, Enterprise Data, Mathematics
Education
Bentley University 2012 — 2016
Bachelor of Science, Mathematics and Finance, GPA: 3.8
Boston Latin Academy 2006 — 2012
GPA: 3.8
The University of Manchester
GE Capital June 2014 - August 2014
Asian Community Development Corporation June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - August 2012
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, SharePoint, Lotus Notes, Microsoft Office 2007, FactSet, Outlook, Tracker, Bloomberg, Time Management, Microsoft Office 2008..., Data Analytics, Business Analytics, Enterprise Data, Mathematics
Education
Bentley University 2012 — 2016
Bachelor of Science, Mathematics and Finance, GPA: 3.8
Boston Latin Academy 2006 — 2012
GPA: 3.8
The University of Manchester
Jennifer Magazu's John Hancock Life Insurance Company (U.S.A.) Experience April 2008 - Present
Job General Director Tax at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2008 - Present
Challenger School 2005 - 2007
Analog Devices 2000 - 2002
Education
Bentley College
Master of Science, Taxation
Northeastern University
Bacherlor of Science in Business Administration, Accounting
John Hancock Life Insurance Company (U.S.A.) April 2008 - Present
Challenger School 2005 - 2007
Analog Devices 2000 - 2002
Education
Bentley College
Master of Science, Taxation
Northeastern University
Bacherlor of Science in Business Administration, Accounting
John Hancock Financial Services
Ameritas
Central States Indemnity
John Hancock Financial
John Hancock Life Insurance Company
John Hancock Mutual Life Insurance Company
JOHN HANCOCK INSURANCE
John Hancock Financial Services, Inc.