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.
John Hancock Life Insurance Company (U.S.A.) Salaries. You can even request information on how much does John Hancock Life Insurance Company (U.S.A.) pay if you want to. Learn about salaries, pros and cons of working for John Hancock Life Insurance Company (U.S.A.) directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,392 John Hancock Life Insurance Company (U.S.A.) employees in database. Find out everything there's to know about John Hancock Life Insurance Company (U.S.A.) employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
John Hancock Life Insurance Company (U.S.A.) Employees
John Hancock Life Insurance Company July 2014 - Present
Sally Gould Dance Center September 2005 - Present
John Hancock Financial Services July 2013 - July 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - July 2013
Merrimack Special Education Collaborative June 2007 - January 2011
Skills
Word, Excel, PowerPoint, Access, Teamwork, Time Management
Education
Bryant University 2007 — 2011
Bachelor of Science, Actuarial Mathmatics
Northeast Delta Dental June 2013 - Present
Bryant University September 2009 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Market Basket Food Stores May 2007 - September 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Visual Basic, Facebook, Social Media, Customer Service, Event Planning, Actuarial Exams, Management, Actuarial Science
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Mathematics
Salem High School 2005 — 2009
Ascend Learning Charter Schools July 2013 - Present
Teach For America June 2013 - June 2015
Undergraduate Executive Internship Program August 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Gap Inc./Banana Republic May 2011 - May 2012
Bucknell University August 2011 - December 2011
Bucknell Buddies Tutoring Program January 2011 - May 2011
The Connection, Inc. January 2011 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Minitab, Research, Public Speaking, Data Analysis, Organization, Psychology, Customer Service, Teaching, Fundraising, Sales, Marketing, Community Outreach, Tutoring
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts in Teaching (M.A.T.), Childhood Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
The Governor's Academy 2005 — 2009
AIRINC October 2012 - Present
Babson College August 2012 - October 2012
Brigham Young University January 2012 - June 2012
RPM Revenue Drivers, LLC January 2012 - May 2012
Brigham Young University August 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Economics, Spanish, Statistics, PowerPoint, Microsoft Office, Research, Market Research, Financial Modeling, Microsoft Word, Public Speaking, Financial Analysis, Entrepreneurship, Access, Competitive Analysis, Teaching, Investments, Consulting, Marketing, Leadership
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Applied Statistics and Analytics
Cantor Fitzgerald August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - September 2011
Boston Merchant Financial Ltd. January 2011 - May 2011
EQT Partners May 2010 - June 2010
Skills
Analysis, Business Strategy, Management, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Market Analysis, Valuation, Financial Reporting, Risk Management, Credit Risk, Market Risk, Investments, Investment Strategies, Fixed Income Analysis, Equity Capital Markets, Portfolio Management, Budgets, Bloomberg, Equities, Financial Markets, Fixed Income, Series 7
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration, Finance and Law
Enskilda Gymnasiet 2006 — 2009
High School Diploma, Social Science Program
www.vitaminmom.com August 2013 - Present
The Centre on Philanthropy February 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) June 2000 - August 2005
New York State Assembly January 1995 - August 1999
Skills
Volunteer Management, Non-profits, Coaching, Community Outreach, Fundraising, Marketing, Nonprofits, Philanthropy, Program Evaluation
Education
Boston University Graduate School of Management 1999 — 2001
MBA, Marketing, Public & Nonprofit Management
NCCJ LeadBoston
Clio - Legal Practice Management Software June 2015 - Present
Impact Recruitment (North America) May 2014 - Present
Robert Half Finance & Accounting November 2012 - May 2014
G4S International June 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2012 - May 2012
Fusion Security Inc December 2008 - August 2010
Collins Barrow September 2006 - May 2008
BCIT September 2004 - May 2006
Shekinah Resin Enterprises Inc October 2002 - September 2004
Canadian Forces July 1999 - October 2002
Skills
Risk Management, Governance, Risk Assessment, Analysis, Private Investigations, Counterterrorism, Government, Command, Leadership, Physical Security, Security Management, Security Clearance, Policy, Budgets, Military, Police, Emergency Management, Team Leadership, Security Operations, Auditing, Human Resources, Executive Management, Management Consulting, IFRS, Internal Audit, Managerial Finance, Performance Management, Program Management, Leadership Development, Management, Financial Analysis, Process Improvement, Finance, Sarbanes-Oxley Act, Accounting, Interviews, Recruiting, Forecasting, Change Management, Business Process..., Payroll, Training, Due Diligence, Fraud, Information Technology, Financial Accounting, ERP, Operations Management
Education
Harvard University 2010 — 2012
Master of Liberal Arts, Management
British Columbia Institute of Technology 2004 — 2008
Honors Bachelor of Technology, Accounting
Handsworth Secondary School 1994 — 1999
Citi May 2014 - Present
College AppAssist Incorporated June 2012 - Present
Boston University School of Management September 2013 - May 2014
Boston University School of Management April 2013 - April 2014
Citi May 2013 - August 2013
Boston University School of Management January 2013 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2012 - May 2013
Boston University School of Management May 2012 - May 2013
Boston University School of Management April 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Skills
DCF, Regression Analysis, Financial Accounting, Equity Research, University Teaching, Investments, Finance, Investment Banking, Economics, Financial Modeling, Financial Statement..., Financial Analysis, Valuation, Bloomberg
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Accounting
Off Newbury April 2015 - Present
Aflac 2015 - May 2015
John Hancock Life Insurance Company (U.S.A.) 2011 - August 2014
John Hancock Life Insurance Company (U.S.A.) 2007 - 2011
John Hancock Financial Services 2005 - 2007
The Limited November 2002 - December 2004
Mass. Office of Student Financial Assistance 2001 - 2004
Eastern Bank 2000 - 2001
Gap Inc. August 1998 - August 2000
Skills
Sales, Long Term Care Insurance, Insurance, Salesforce.com, Long-term Care, Lotus Notes, Customer Service, Life Insurance, LTCP, Toast Masters, Life Accident and Health, CLTC, Internal Wholesaler, Microsoft Office, Visual Basic, Siebel, Avaya, Client Relations Skills, Problem Solving, Computers, Salesforce, Disability Insurance, Accidental Insurance, Dental Insurance, Vision Insurance, Cancer Insurance, Management
Education
Bunker Hill Community College 2003 — 2005
Computer Information Systems, Computers
Bunker Hill Community College
Computer Information Systems
Windhaven Investment Management, a Charles Schwab Company January 2015 - Present
The Collaborative - Advisors Trusted Advisor 2013 - 2015
The Hartford 2008 - 2013
MFS Investment Management 1999 - 2008
Scudder, Stevens & Clark 1997 - 1999
John Hancock Life Insurance Company (U.S.A.) 1985 - 1996
Skills
Qualified Retirement..., Relationship Management, Mutual Funds, Financial Services, Series 63, Marketing, Investments, Leadership, Strategy, Social Media, Communication, Marketing Strategy, Project Management, CRM, Advertising, Integrated Marketing, Competitive Analysis, 401k, Retirement Planning, Retirement
Education
Boston University Questrom School of Business
MBA, Marketing
Harvard University
Graduate C.S.S. Program
Suffolk University
Bachelor of Arts (BA)
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) November 2006 - November 2011
Skills
Insurance, Medicare, Healthcare, Health, Clinical, Health Insurance, Long-term Care, Process Improvement
Education
Bridgewater State College 1998 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sandwich High School 1995 — 1998
Nixon Peabody LLP October 2013 - Present
Alexander, Aronson, Finning, CPAs October 2012 - October 2013
Conn Kavanaugh Rosenthal Peisch & Ford, LLP October 2009 - September 2012
Fidelity Investments November 2006 - December 2008
Fidelity Investments June 2005 - November 2006
WilmerHale April 2004 - June 2005
John Hancock Life Insurance Company (U.S.A.) July 1997 - April 2004
Skills
Business Development, Email Marketing, Marketing Communications, Integrated Marketing, Collateral, Marketing Strategy, Online Lead Generation, Brand Management, Website Development, Content Marketing, Project Management, Marketing Research, Media Planning, Event Based Marketing, Vendor Management, Social Media Coach, SEM, Marketing, Brand Development, Advertising, Copywriting, CRM, Entrepreneurship, Media Relations, New Business Development
Education
Bryant University
BS, Marketing and Sociology
John Hancock Life Insurance Company (U.S.A.) September 1992 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, Program Management, SDLC
Education
Bridgewater State College 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
Plymouth State College 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Psychology
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
NYS Office of Children and Family Services April 2014 - Present
Self January 2003 - Present
NYS Department of Environmental Conservation August 2005 - April 2014
NYS Department of Environmental Conservation June 2005 - August 2005
NYS Office of Mental Health April 2004 - June 2005
New York State Thruway Authority April 2002 - April 2004
NYS Department of State August 2001 - April 2002
John Hancock Life Insurance Company (U.S.A.) September 1998 - August 1999
Skills
Research, Community Outreach, Social Media, Editing, Human Resources, Twitter, Government, Policy, Microsoft Office, Event Planning, Outlook, Blogging, Recruiting, Volunteer Management, Training, Fundraising, Microsoft Excel, Data Entry, Writing, Public Relations, Customer Service, Time Management, Event Management, Photography, PowerPoint, Microsoft Word, Teamwork, Creative Writing, System Administration, Press Releases, Teaching, Administrative..., Facebook, Social Networking, Marketing, Proofreading, Social Media Marketing, Technical Writing, Administration, Leadership, Strategic Communications, Office Management, Grant Writing, Process Scheduler
Education
Brandeis University 1993 — 1997
BA, English
SS&C PORTIA June 2014 - Present
Oracle May 2013 - June 2014
Interactive Data Corporation May 2009 - January 2012
Fidelity ActionsXchange June 2007 - April 2009
Interactive Data January 2000 - June 2007
Interactive Data April 1998 - January 2000
Putnam Investments January 1995 - April 1998
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Union Bank of Switzerland 1986 - 1989
Skills
Market Data, Reference Data, Corporate Actions, Dividends, Fixed Income, Money Market, Bonds, Salesforce.com, Account Management, Relationship Management, Customer Retention, Customer Service, Long-term Customer..., Problem Solving, Outlook, SaaS, Financial Services, Business Relationship..., Strategic Partnerships, Sales Management, Financial Markets, Strategy, CRM, Product Management, Analytics, Sales, Finance, Management, Mutual Funds, Investments, Forecasting, Securities, Equities, Marketing, Business Analysis, Business Development
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA
Bryant University 1989 — 1993
BS, Finance
Pearson April 2014 - Present
Pearson North America June 2012 - March 2014
John Hancock Life Insurance Company (U.S.A.) July 2008 - June 2012
Cone January 2008 - May 2008
Boston University April 2006 - May 2008
AdLab January 2007 - December 2007
Fairmont Hotels & Resorts May 2007 - August 2007
Skills
Press Releases, Advertising, Social Media, Copy Editing, Editorial, Customer Satisfaction, Newsletters, Event Planning, Public Relations, Marketing Communications, Management, Budgets, Project Management, Publishing, Editing, Proofreading, PowerPoint
Education
Boston University 2004 — 2008
BA, Communications
Community Connections Inc. August 2015 - Present
Dennis Yarmouth Public Schools May 2015 - June 2015
Edward Jones November 2014 - April 2015
The May Institute December 2011 - January 2014
Community Connections, Inc 2008 - 2011
Community Connections, Inc. 2006 - 2008
Community Connections Inc. 2005 - 2006
Community Connections, Inc 1999 - 2005
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
Connecticut Special Olympics 1988 - 1997
Skills
Nonprofits, Fundraising, Program Management, Training, Social Services, Public Speaking, Program Development, Community Outreach, Public Relations, Management, Leadership, Staff Development, Volunteer Management, Leadership Development, Teaching, Budgets, Event Planning, Strategic Planning, Marketing, Coaching, Team Building, Policy, Case Management, Research, Interviews, Customer Service, Recruiting, Organizational..., Microsoft Office, Social Networking, PowerPoint, Mental Health, Editing, Organizational..., Budget Management, Supervisory Skills, Crisis Intervention, Human Resources, Project Planning, Microsoft Excel, Microsoft Word, Partner Development, Developmental..., Series 7 Certification, Series 66 certification, MA State Life, Health...
Education
Boston University 1982 — 1986
MEd., Education
Boston University 1978 — 1982
BS, Education
KBW Financial Staffing & Recruiting August 2015 - Present
Hollister, Inc July 2010 - September 2010
Kelly Services May 2008 - January 2009
Winter Wyman March 2008 - April 2008
Winter Wyman January 2008 - February 2008
Winter Wyman December 2007 - December 2007
Creative Financial Staffing (CFS) September 2007 - October 2007
John Hancock Life Insurance Company (U.S.A.) December 2002 - June 2007
Diversified Automotive May 2001 - July 2001
Massachusetts Eye and Ear Infirmary November 1999 - December 2000
Skills
Accounting, Access, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Budget, Bookkeeping, Capital Budgeting, Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Month End Close, Monthly Close Process, Year-end Close, Team Leadership, Cross-functional Team..., Problem Solving, Process Improvement, Finacial Management, Wire Transfers, Peachtree, QuickBooks, PeopleSoft, Income Statement, Fixed Assets, Financial Statements, Cash Management, Corporate Tax, corporate state taxes, Journal Entries, Internal Controls, Forecasting, Strategic Financial..., Finance, GAAP, Managerial Finance, General Ledger, Auditing, Tax, Budgets, Financial Planning
Education
Northeastern University 2012 — 2014
Bachelor's Degree, Accounting and Finance Management (B.S.), 3.23
Bunker Hill Community College 2010 — 2012
Associate's Degree, Accounting (A.S), 3.39 gpa
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Summer Infant November 2009 - January 2011
Credit Suisse August 2005 - November 2009
RBC Dain Rauscher Bank April 2004 - August 2005
Oppenheimer & Co. January 2002 - August 2004
Skills
Web Content Management, Web Design, Email Marketing, Integrated Marketing, Web Marketing, Graphic Design, Market Research, HTML, Silverpop, Omniture, Dreamweaver, Ektron Content..., Photoshop, Brightcove, Series 7, Series 63, Leadership, Project Management, Marketing Strategy, Marketing, Marketing Communications, Strategy, Campaign Tracking, eCommerce Marketing, Web Analytics, Vignette CMS, Web Reporting, Digital Marketing, Adobe Creative Suite, Corporate Website..., Retail, Management, WordPress, Team Leadership, Sales, Google Analytics, Online Marketing
Education
Emerson College 2007 — 2010
Master’s Degree, Integrated Marketing Communications
Spectrum Computer Solutions 2000 — 2001
Microsoft Certification, Graphic / Web Design
Bridgewater State University 1995 — 1999
Bachelor of Science, Psychology, Magna Cum Laude
John Hancock Life Insurance Company (U.S.A.) November 2005 - August 2010
Black Ministerial Alliance July 2005 - November 2005
Brandeis University Library September 2000 - December 2002
Education
Brandeis University 2000 — 2004
Bachelor of Arts, American Literature
Group Benefits rjf October 1994 - Present
MetLife October 1990 - October 1994
John Hancock Life Insurance Company (U.S.A.) October 1978 - July 1988
Skills
Insurance, Life Insurance, Term Life Insurance, Strategic Planning, Small Business, Property & Casualty...
Education
Buena Vista University 1964 — 1968
Bachelor of Science, Social Science
Buena Vista University 1964 — 1968
BS, Social Science
BCD M&I December 2014 - Present
Organogenesis July 2012 - December 2014
Cambridge Healthtech Institute January 2008 - July 2012
John Hancock Life Insurance Company (U.S.A.) April 2007 - January 2008
New York Life Insurance Company March 2005 - April 2007
Skills
Analytical Skills, Branding Initiatives, Client Service Oriented, CMS, Conference Coordination, Corporate Events, Customer Service, Development Of..., Editing, Event Management, Event Planning, Managerial, Marketing Communications, Microsoft Office, Office Management, Project Management, Public Speaking, Sales Operations, Sponsorship Sales, Time Management, Webinar Management, Website Updating
Education
Bridgewater State College
BA, Communication
University of Arizona
Communication
Walpole High School
Mesirow Financial May 2014 - Present
Asure Software October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2008 - March 2013
John Hancock Mutual Funds September 2006 - January 2008
Skills
Relationship Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, CRM, Market Research, Financial Services, Competitive Analysis, Sales, Social Media Marketing, Data Analysis, Marketing, Marketing Strategy, Marketing Communications, Business Development, Building Relationships, Account Management, Communication Skills, Positive Team Player, Problem Solving, Issue Resolution, Time Management, Negotiation, Management, Analysis, Employee Benefits, Lead Generation, Cold Calling, Analytics, Leadership, Sales Presentations, Sales Process, Sales Operations, Strategy
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Online Marketing and Advertising June 2007 - Present
Home Advisor June 2007 - Present
Home Advisor 2007 - Present
LTC Insurance Consultant March 1980 - October 2000
John Hancock March 1980 - January 2000
John Hancock Life Insurance Company (U.S.A.) March 1980 - January 1999
Skills
Strategy, Real Estate, Management, Small Business, Online Marketing, Customer Service, Lead Generation, Business Development, Public Relations, Insurance, Marketing, Marketing Strategy, Program Management, Healthcare, Home Care, Sales Management, Social Networking, Selling, Elder Care, Training, Business Strategy, Online Advertising, Fundraising, Networking, Start-ups, New Business Development, Compassion, Leadership, Payroll, Team Building, Sales, Coaching, Event Planning, Medicare, Cold Calling, Social Media, Consulting, Direct Sales, Employee Benefits, Strategic Planning, Social Media Marketing, Advertising, Analysis, Time Management, Public Speaking, Nonprofits, Salesforce.com, Finance, Interviews, Microsoft Excel
Education
Bryant & Stratton College 1975 — 1977
Accounting, Accounting and Marketing
NYS Ins. Dept, Albany NY
Private Family Office September 2013 - Present
Webster Capital January 2006 - August 2013
John Hancock Life Insurance Company (U.S.A.) June 2004 - June 2005
AIG June 2002 - June 2004
Fidelity Investments June 1998 - May 2002
Skills
Private Equity, Marketing, Salesforce.com, Insurance, Series 63, CRM Program Management, DealCloud, Charitable Giving, Bookkeeping, Family Office, Life Insurance, 401k, Retirement, Recordkeeping, LP Relationship..., Computer Tech Support, Annual Meetings, Office Management, Research Associate, Risk Management
Education
Endicott College 1999 — 2002
Bachelor Science, Communications
Boston University 1997 — 1998
Manulife Financial December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Lighthouse Computer Services March 2010 - May 2011
IBM July 2003 - May 2009
JOHN HANCOCK April 2001 - July 2003
ZDNET.COM / SMARTPLANET January 2000 - January 2001
Manulife Financial January 1989 - January 2000
Skills
Lotus Notes, SQL, Troubleshooting, Team Leadership, Project Management, Process Improvement, Unix, Software Documentation, Integration, Databases, Management, System Administration, Business Process, Project Planning, PMP, SDLC, Systems Analysis, Visio, Vendor Management, IT Management, SharePoint
Education
Bryant University 2011 — 2014
Master's Certificate Project Management, Project Management
Merrimack College 2010 — 2010
Certificate, Project Management - PMP
Cass Design School 2002 — 2003
Professional Florist Business and Design
Bentley College
Concentration in, Computer Information Systems
IBM
Content Services Administration
John Hancock Education
Mindleaders Technical Training Program
Larcen Strayer Consulting
Executive Development Program
Newbury College
courses specific in, Computer Science
Jefferies October 2013 - Present
Speyside Equity February 2013 - October 2013
Farfel LLC June 2012 - June 2013
Bank of America Merrill Lynch July 2010 - July 2012
Digital Trowel November 2009 - April 2010
ToolCASE LLC June 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) May 2008 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Financial Analysis, Bloomberg, Finance, Private Equity, Economics, Investment Banking
Education
Brandeis University 2006 — 2010
Cherry Creek High School
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Analytic Partners July 2014 - February 2015
Analytic Partners January 2013 - June 2014
Analytic Partners March 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - November 2011
Bowdoin College June 2008 - August 2008
Skills
Data Analysis, Forecasting, Economics, Strategic Planning, Competitive Analysis, Market Analysis, Microsoft Excel, PowerPoint, Big Data, SPSS, Presentations, Analytics, Market Research, Financial Analysis, Statistical Modeling, 401k, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Sales Presentations, Analysis, Microsoft Office, Financial Modeling, Research, Marketing, Social Media, Quantitative Research, Marketing Research, Communication, Marketing Strategy, Marketing Mix Modeling
Education
Bowdoin College
Bachelor of Arts (B.A.), Economics
Trinity College- Rome
Finance and the Economics of the European Union
Xaverian Brother's High School
Royal Alliance Associates INC November 2006 - Present
New York Life December 2003 - October 2006
John Hancock Life Insurance Company (U.S.A.) February 1990 - December 2003
Skills
Financial Advisory, Retirement Income..., Life Insurance Planning, Retirement Planning, Personal Finance, Securities, Fixed Annuities, Estate Planning, Insurance, Investments, Life Insurance, Strategic Financial...
Education
Bryn Mawr College 1999 — 1999
ChFC, Financial Planning and Insurance
Bryn Mawr College 1996 — 1996
CLU, Financial Planning and Insurance
University of California, Berkeley 1984 — 1989
BA, History
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
John Hancock Financial Services February 2002 - August 2010
Skills
Mutual Funds, Process Improvement, Financial Services, Operations Management, Insurance, Business Analysis, Risk Management, Vendor Management, Business Process..., Project Management, Customer Service, Financial Analysis, Project Portfolio..., Change Management, Team Building, Program Management, Analysis
Education
Lesley University 1999 — 2001
Master of Science (MS), Management
Bridgewater State College 1992 — 1996
Bachelor's degree, Management Science
Practice Partners Consortium September 2013 - Present
Lincoln Financial Group 2008 - Present
Disability Research and Consulting, LLC November 2004 - Present
Matria Healthcare 2006 - 2008
Prest and Associates, Inc January 1995 - September 2005
MetLife February 1997 - August 2004
John Hancock Life Insurance Company (U.S.A.) November 1993 - December 1994
Baptist Hospital July 1991 - July 1993
United States Air Force July 1989 - July 1991
Skills
Integration, Healthcare, Healthcare Information..., Healthcare Management, Managed Care, Hospitals, Clinical Research, Strategic Planning, Process Improvement, Case Managment, Team Building, Insurance, Analysis, Program Management, Medicine, Training, Management, Healthcare Industry, Health Policy, HIPAA, Utilization Management, Health Insurance, Cross-functional Team..., Leadership, Disease Management, Healthcare Consulting, Informatics, Policy, Physicians, Quality Assurance, EHR, Program Development, EMR, Wellness, Case Management
Education
University of Alabama at Birmingham 2008 — 2008
Graduate Certficate in Medical Informatics, Medical Informatics
Columbia Theological Seminary 1997 — 2001
M. Div. with Honors, Divinity
Boston University School of Medicine 1978 — 1982
M.D., Medicine
Fairfield University 1974 — 1978
B.S., Summa Cum Laude, Biology
Home Advisor June 2007 - Present
DBA - LTC Insuance Consultant March 1980 - October 2000
John Hancock Life Insurance Company (U.S.A.) March 1980 - January 2000
Skills
Strategic Planning, Selling, Web Marketing, Online Marketing, Small Business, New Business Development, Marketing, Contract Negotiation, Entrepreneurship, Team Building, Insurance, Marketing Strategy, Social Media Marketing, Budgets, Management, Sales, Sales Management, Marketing Communications, Contractors, Direct Sales, SEO, Lead Generation, Customer Service, Construction, Negotiation, Sales Process, Green Building, Project Management, Finance, Account Management, Residential Homes, Social Networking, Time Management, Online Advertising, Investments, B2B, Social Media
Education
Bryant and Stratton College 1975 — 1977
Associate, Accounting and Marketing
NYS Ins Dept, Albany, NY
QRGA, LLP October 2014 - Present
Rodman & Rodman, P.C. August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2013
Putnam Investments October 2009 - July 2011
Putnam Investments July 2008 - October 2009
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Tax, Auditing, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, Finance, Microsoft Excel, Mutual Funds, QuickBooks, Financial Services, Tax Preparation, Financial Accounting, Income Tax, Financial Statements, Tax Returns, Tax Accounting, GAAP
Education
Suffolk University 2012 — 2014
Master's Degree, Accounting
Bridgewater State College 2005 — 2008
Bachelor's degree, Accounting and Finance, Magna Cum Laude
Raymond James Financial Services Inc. October 2004 - Present
Lincoln Financial Advisors 2001 - 2004
Lincoln Financial Group 1994 - 1999
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Bruce Lefavi 1989 - 1992
Skills
Investments, Finance, People Development, Financial Advisory, Ability to..., Multi-tasking, Technical Competence, Organized, Honest, Passionate
Education
The American College 2004 — 2008
ChFC, Financial Planning and Services
Brigham Young University
EMC November 2012 - Present
Thurkills Vision (Band) 2011 - Present
Pulse Magazine Worcester June 2009 - Present
Jenn Russo Photography April 2003 - Present
John Hancock Life Insurance Company (U.S.A.) December 2006 - October 2012
Tufts Health Plan December 1998 - December 2006
Skills
Photography, Creative Writing, Journalism, Editing, Organizing, Microsoft Office, Expense Management, Travel Management, Master Scheduling, Calendaring, Typing, Transcription, Celebrity Interviews, Digital Media, Marketing Strategy, Artist Booking, Curating, English grammar, Linguistics, Language Skills, Spanish, Cooking, Singing, Jewelry Making, Oil Painting, Concert Photography, Concert Promotion, Concerts, Facebook, Interviews, Proofreading, Social Networking, Management, Talent Booking, Event Planning, Social Media, Press Releases, Editorial, Entertainment, Publishing, Blogging, Marketing, Publicity
Education
Bridgewater State College 2005 — 2009
B.A., English
Clark University Alumni Association February 2011 - Present
CGI-AMS March 2006 - April 2008
IBM Global Services August 2003 - February 2006
John Hancock Life Insurance Company (U.S.A.) 1980 - 1990
Education
Boston University 1980 — 1982
Master of Science, Computer Science
Clark University 1967 — 1971
Bachelor of Arts, Math
John Hancock Life Insurance Company (U.S.A.) 2006 - Present
Education
Suffolk University 2009 — 2013
Business/Legal Studies
Bunker Hill Community College
Town of Pembroke, MA January 2015 - Present
Bridgewater State University January 2013 - Present
Mason & Mason Technology Insurance Services, Inc. March 2011 - December 2012
Hayes Management Consulting January 2010 - February 2011
The Active Network February 2006 - December 2009
Integrity Mutual Funds March 2003 - February 2006
Pioneer Investments February 2000 - March 2003
John Hancock Life Insurance Company (U.S.A.) January 1997 - February 2000
Skills
Mathematics, Actuarial Science, Analytical Skills, SaaS, Strategy, Java, Quantitative Analytics, Discrete Mathematics, Multivariable Calculus, Finance, Interpersonal..., Problem Solving, Business Development, Strategic Partnerships, CRM, Enterprise Software, Start-ups, Sales Operations, Sales Process, Insurance, Solution Selling, Account Management, Leadership, Sales, Salesforce.com, Negotiation, Direct Sales, Risk Management, Sales Management, Marketing Strategy, Lead Generation, Contract Negotiation, Product Management, Critical Thinking
Education
Bridgewater State University 2013 — 2015
Bachelor of Science (BS), Mathematics and Actuarial Sciences
Massasoit CC
Prospect Mortgage September 2008 - Present
Prospect Mortgage August 2008 - Present
Women's Success Network 2005 - Present
Greater Boston Women's Council of Realtors 2009 - 2011
Greater Boston Association of Realtors 2010 - 2010
American Home Mortgage July 2004 - August 2007
John Hancock Life Insurance Company (U.S.A.) 1987 - 1994
Skills
Refinance, FHA, Loan Origination, Mortgage Lending, USDA, Loans, VA loans, Certified Mortgage..., Mortgage Banking, Construction Loans, Credit, FHA financing, Real Estate, Consumer Lending, Residential Mortgages, Investments, Mortgage Underwriting, Investment Properties, Reverse Mortgages, Government Loans, First Time Home Buyers, Banking, Commercial Lending, Commercial Mortgages, Condos, Credit Analysis, Residential Homes, Underwriting, Referrals, Real Estate Financing, Mortgage Marketing, Non-Conforming, Home Equity Loans, Real Estate Economics, Mortgage Servicing, Home Equity Lines of..., Rates, Funding, Debt Consolidation, Home Equity, Loan Servicing, HUD, Financial Structuring, Foreclosures, Small Business Lending, Investors, Loss Mitigation, REO, Short Sales, FHA Financing
Education
Bryant University 1983 — 1987
BS, Marketing
Holliston High School 1979 — 1983
Citizens Bank May 2015 - Present
Amica Mutual Insurance June 2014 - March 2015
United Natural Foods February 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) August 2012 - February 2013
Fidelity Investments February 2012 - June 2012
TD Bank June 2010 - December 2011
APC-MGE 2009 - 2009
Staples 2008 - 2008
Citizens Bank 2005 - 2007
Skills
PMP, SDLC, Cross-functional Team..., Integration, Project Delivery, Software Project..., Vendor Management, Team Leadership, Change Management, Team Management, Project Planning, Project Execution, Project Implementation, Team Building, Mentoring, Resource Management, Vendor Relations, Stakeholder Management, IT Management, MS Project, Visio, SharePoint, Program Management, Business Analysis, Business Process, Business Intelligence, Business Process..., Testing, Requirements Analysis, Analysis, Planning, Process Improvement, Quality Assurance, Risk Management, Requirements Gathering, Customer Relations, Problem Solving, Knowledge Management, IT Operations, MS Office Suite, Management Consulting, PMI, Documentation, IT Strategy, ERP, People Management, Six Sigma, Business Requirements, Code Compliance, PMBOK
Education
Bryant University 2004 — 2005
certifications
Roger Williams University 2004 — 2005
A+, Network, MCP
webinar
The Walt Disney Company February 2014 - Present
GEP Worldwide September 2011 - February 2014
Kenmore Consulting June 2010 - August 2010
InterContinental Hotels Group January 2010 - February 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Skills
Management Consulting, Financial Modeling, Procurement, Negotiation, Strategic Sourcing, Vendor Management, Market Research, New Business Development, Management, Finance, Process Improvement, Cross-functional Team..., Supply Chain Consulting, DCF Valuation, Client Development
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
University of Sydney 2010 — 2010
Finance, Business Law
John P. Stevens High School 2003 — 2007
Demand Abolition, Hunt Alternatives May 2015 - Present
Hunt Alternatives November 2013 - May 2015
Hunt Alternatives March 2013 - November 2013
Northeastern University January 2013 - May 2013
Hunt Alternatives March 2012 - February 2013
Northeastern University July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - May 2011
John Hancock Life Insurance Company (U.S.A.)Bosto January 2011 - May 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Commonwealth of Massachusetts May 2009 - August 2009
Skills
Photoshop, Photography, Creative Writing, Speech Writing, PowerPoint, Great People Skills, Team Leadership, Public Speaking, Creative Problem Solving, SPSS, Video Editing, Writing, Social Networking, Social Media, Microsoft Word, Event Planning, Politics, Leadership, Editing, Research, Nonprofits, Fundraising, Training, Qualitative Research, Community Outreach, Interviews
Education
Boston University Questrom School of Business 2015 — 2016
Graduate Certificate, Nonprofit Leadership and Management
Northeastern University 2008 — 2013
Bachelor of Arts Degree, Communication Studies, Magna Cum Laude
Beaumont Capital Management (BCM) April 2015 - Present
MFS Investment Management January 2011 - March 2015
TSL Marketing October 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
Ame and Lulu May 2009 - August 2009
Boston University Office of the President June 2008 - August 2009
Student Advantage May 2008 - August 2008
Skills
Marketing, Email Marketing, CRM, Press Releases, Negotiation, Sales, Analysis, Business Development, Customer Service, Marketing Strategy, Salesforce.com, Investments, Market Research, Social Media Marketing
Education
Boston University - School of Management 2005 — 2009
BS, Marketing
Imperial College London 2006 — 2006
Boston University Studied Abroad Program
Propel Marketing December 2014 - Present
Propel Marketing November 2012 - December 2014
Ipswitch, Inc. July 2012 - November 2012
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Skills
Outlook, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word, Salesforce.com, Marketing, Content Marketing, Content Management, Product Marketing, Marketing Communications, SharePoint, Twitter, LinkedIn, PPM, Google+, Google Local, Google Analytics, NetDocuments, Lotus Notes, Social Media, Online Advertising, Blogging
Education
Bryant University 2008 — 2012
Marketing, Literary and Cultural Studies
Lynnfield High School 2004 — 2008
Debevoise & Plimpton September 2014 - Present
Debevoise & Plimpton May 2013 - August 2013
United States District Court for the Southern District of New York January 2013 - April 2013
New York City Transit Authority June 2012 - August 2012
John Hancock Life Insurance Company (U.S.A.) November 2010 - August 2011
John Hancock Life Insurance Company (U.S.A.) October 2009 - November 2010
Education
Brooklyn Law School 2011 — 2014
Juris Doctor (J.D.), Magna cum laude
Tufts University 2005 — 2009
Bachelor's Degree, Art History & Italian Language, Magna cum laude
John Hancock Insurance May 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - May 2015
John Hancock Life Insurance Company (U.S.A.) 2010 - 2012
John Hancock Life Insurance Company (U.S.A.) 2004 - 2010
Nationwide Insurance 2001 - 2004
Nationwide Insurance 1999 - 2001
Nationwide Insurance 1998 - 1999
Skills
Securities, Life Insurance, Series 6, Series 63, Insurance, Retirement Planning, Long-term Care, FINRA, Estate Planning, Financial Services, Term Life Insurance, Retirement
Education
The American College 2006 — 2012
CLU, ChFC, Financial Services
Franklin University 1998 — 2000
MS, Marketing Communications
Bowling Green State University 1992 — 1996
BA, Communications
Central Catholic High School 1989 — 1992
ERT October 2014 - Present
Bentley University August 2013 - Present
Innerscope Research May 2010 - September 2014
Middlesex University July 2007 - January 2010
Workers' Education Association Scotland October 2007 - April 2009
National Health Service December 2007 - December 2008
Service Management International January 2007 - February 2008
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
Skills
Strategy, Management, Leadership, Patient Reported..., Health Outcomes, Qualitative Research, Quantitative Research, Cross-cultural Research, SPSS, Psychology, Research Design, Survey Research, Statistics, Analysis, Data Mining, Research, Higher Education, Program Evaluation, Grant Writing, Marketing Strategy, Editing, PowerPoint, Microsoft Excel
Education
Brunel University 2006 — 2011
PhD, Psychology Research
University of Massachusetts Boston 2004 — 2006
MA, Applied Sociology
Concordia University 2001 — 2003
BA of Arts with Distinction, Sociology
Spikeball Inc. October 2014 - Present
Epic August 2013 - October 2014
Bucknell University August 2012 - May 2013
Bucknell University August 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Standish Mellon Asset Management May 2010 - August 2010
Skills
Strategic Planning, Project Management, Sales Operations, Operations Process..., Leadership, Microsoft Office, Software Implementation, Research, Athletic Administration, Public Speaking, Client Services, Sporting Goods, Management, Teamwork
Education
Bucknell University 2009 — 2013
Bachelor of Science (B.S.), Business Management
NYU in Prague 2012 — 2012
International Business
Wellesley Senior High School 2005 — 2009
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network January 2012 - October 2013
Commonwealth Financial Network January 2008 - January 2012
John Hancock Financial Network December 2005 - January 2008
John Hancock Life Insurance Company (U.S.A.) July 2005 - December 2005
Skills
Series 7, Series 24, Series 53, Series 66
Education
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Fidelity Investments June 2012 - May 2015
Choice Healthcare IT Global June 2011 - June 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
BlueStar AMG 2011 - 2011
National Amusements July 2009 - January 2010
Skills
Financial Modeling, Auditing, Financial Analysis, Financial Reporting, Strategic Planning, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Access, Corporate Finance, Data Analysis, Microsoft Office, Social Media, Financial Planning, Mandarin
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston University - School of Management 2008 — 2012
BS, Accounting & Finance
Westwood High School 2004 — 2008
Raytheon Integrated Defense Systems May 2015 - Present
ViSalus March 2014 - Present
John Hancock Financial Services July 2013 - September 2013
John Hancock Life Insurance Company (U.S.A.) January 2013 - June 2013
Teradyne January 2012 - June 2012
GE January 2011 - July 2011
IHOP January 2005 - September 2010
Custom Wireless March 2009 - September 2009
Skills
Oracle, Engineering Change..., Hardware Design, Electrical Testing, Digital Electronics, Financial Planning, Landscape Design, Hospitality Industry, B2C marketing, Marketing Strategy, Social Media Marketing, Social Networking, Consumer Advertising, Hardware Architecture, Strategic Financial..., Electricity, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD, Management, Project Planning, C++, Process Improvement, Marketing, Testing, Manufacturing, Product Development, Software Documentation
Education
Boston College 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Northeastern University 2009 — 2014
Bachelor of Science, Electrical Engineering
Central Catholic High School 2005 — 2009
High School Diploma, Basic Studies
Bryant University 2008 — 2008
Business Award Program, General Studies
Fidelity Investments August 2015 - Present
WithumSmith+Brown November 2013 - August 2015
PwC July 2012 - October 2013
PwC June 2011 - August 2011
Bark & Co Solicitors February 2011 - April 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Boston University Students and Scholars September 2009 - April 2010
A & B Cleaners July 2006 - September 2008
Skills
Accounting, Financial Analysis, Internal Controls, Finance, PowerPoint, Microsoft Excel, Auditing, Financial Reporting, Financial Modeling
Education
Boston University - School of Management 2008 — 2012
Accounting & Management Information Systems; Political Science
Boston University
Twitter December 2013 - Present
Twitter February 2013 - November 2013
Bluefin Labs October 2012 - March 2013
Bluefin Labs January 2012 - October 2012
Bluefin Labs July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
MediaVest May 2007 - July 2009
JPMorgan Chase July 2006 - May 2007
Merrill Lynch February 2006 - June 2006
Skills
Analytics, Analysis, Data Analysis, Management, Social Media Marketing, Social Media, Competitive Analysis, Marketing Strategy, Project Management, Cross-functional Team..., Strategy, Strategic Planning, Microsoft Excel, General Awesomeness, Marketing, Product Management, Market Research, Product Marketing, Digital Marketing, Budgets, Awesomeness
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy & Business Analysis
Boston University Graduate School of Management 2009 — 2011
Master of Science (MS), Information Systems
Tufts University 2002 — 2006
BA, Economics
Ryan Financial Advisors, Inc September 2012 - April 2014
Brown Brothers Harriman December 2007 - November 2012
Sovereign Bank September 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.) June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Mutual Funds, Equities, Investments, Fixed Income, Securities, Portfolio Management, Process Improvement, Bloomberg
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance
Bryant University 2002 — 2006
Bachelors of Science in Business Administration, Financial Services
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Merrill Lynch May 2011 - June 2012
Merrill Lynch September 2008 - December 2010
Forty Seven Apparel and Headware September 2009 - May 2010
UBS April 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
CFA Institute
CFA Level Two Candidate
Cheshire Impact September 2015 - Present
Silverpop, an IBM Company February 2013 - September 2015
Response Mine Interactive February 2010 - December 2012
TwentySix2 Marketing October 2007 - January 2010
Iron Mountain Digital July 2004 - July 2007
CIO Magazine March 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) November 2002 - July 2004
Walt Disney World May 2001 - May 2003
Skills
SEO, Account Management, Digital Strategy, SEM, Web Analytics, Profit & Loss Management, Staff Mentoring, Consultative Selling, Search Engine..., Website Redesign, B2B, B2C, Direct Marketing, Digital Marketing, Interactive Marketing, Up-selling, Management, Online Marketing, Selling, Web Design, Income Statement, SaaS, Lead Generation, Email Marketing, Email Marketing Software, Marketing Automation, Lead Scoring, Multi-channel Marketing, Agency Development, Digital Agency, Agency Leadership, Silverpop, Silverpop Engage, Analytics, Marketing, CRM, E-commerce, Salesforce.com, Content Strategy, Mobile Marketing, Copywriting, Integrated Marketing, B2B Marketing, Google Adwords, B2C marketing, Web Marketing, Content Management, Strategy
Education
Providence College 2005 — 2007
MBA, Marketing
Bryant University 1999 — 2003
BSBA, Marketing and Computer Information Systems (CIS)
Maxim Healthcare Services November 2012 - Present
Atria Senior Living March 2015 - June 2015
Maxim Healthcare Services April 2012 - November 2012
Maxim Healthcare Services July 2011 - April 2012
Maxim Healthcare Services January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
Skills
Recruiting, Healthcare, Screening, Temporary Placement, Cold Calling, Customer Service, Healthcare Industry, Marketing, Home Care, Medicare, Social Media, Healthcare Management, Health Insurance, Account Management, Internet Recruiting, Staffing Services, Medicaid, Building Relationships, Temporary Staffing, Hiring, Onboarding, Insurance, Interviews, New Business Development, Staff Development, Human Resources, Employee Relations, Contract Recruitment, Managed Care, Taleo, Long-term Care, HIPAA, Outlook, Employee Benefits, Leadership, Management, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Team Building, Training, Hospitals, Time Management, Nursing
Education
Bryant University 2006 — 2010
Bachelors, Marketing
Woonsocket High School 2002 — 2006
High School, General Studies
CVS Health November 2013 - Present
CVS Caremark Corporation May 2010 - Present
Blue Cross & Blue Shield of Rhode Island January 1999 - February 2010
Blue Cross & Blue Shield of Rhode Island 1996 - 1998
Blue Cross & Blue Shield of Rhode Island 1995 - 1996
Blue Cross & Blue Shield of Rhode Island 1992 - 1994
John Hancock Life Insurance Company (U.S.A.) 1990 - 1991
Skills
Healthcare, Project Management, Contract Negotiation, Health Insurance, Managed Care, Hospitals, EHR, Management, Policy, Provider Relations, Strategy, Team Building, Training, Leadership, Insurance, Customer Service, Contract Management, Cross-functional Team...
Education
Johnson and Wales University 1994 — 1996
Masters of Science, Business Administration
Westfield State University 1986 — 1990
Bachelors of Science, Business Management / Finance, Business / Finance
Brown University
Frontiers In Health Care Conference 2005
Harvard Law School
Harvard Law School Building Negotiations Skills Course 2002
Providence College
Health Policy Mgmt. Forum - Pay For Performance, Quality Improvement 2006
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP June 2013 - August 2013
John Hancock Financial Services August 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Boston University School of Management Government September 2011 - February 2012
D'Angelo Sandwich Shops June 2011 - August 2011
EIKOS Community Services Incorporated June 2009 - August 2009
Skills
Microsoft Office, Foreign Languages, Leadership, Public Speaking, Teamwork, Community Service, Sales, Fundraising, Financial Literacy..., Customer Service, Event Planning, Microsoft Excel
Education
Boston University - School of Management 2010 — 2014
B.S.B.A., Accounting, Cum Laude
John Hancock Investments June 2015 - Present
Manulife June 2014 - June 2015
John Hancock Financial Services June 2013 - June 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Chrystal Capital Partners LLP February 2012 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
MassVOTE October 2010 - December 2010
Campion College September 2007 - May 2009
Skills
Access, PowerPoint, Microsoft Excel, Teamwork, SQL, Microsoft Word, Team Leadership, Microsoft Office..., Lotus Notes, Cross-functional Team..., Data Mining, Quality Center, HP Service Manager, Database Queries, SharePoint, Requirements Analysis, Elicitation, Testing, Data Analysis, Social Media, Business Analysis, Research, SDLC
Education
Boston University - School of Management 2009 — 2013
Bachelor’s Degree, Finance, 3.5 GPA
Campion College 2002 — 2009
High School Diploma, General Studies
Fresenius Medical Care July 2005 - Present
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2005
EquiServe February 2001 - September 2004
KPMG August 1997 - December 2000
Skills
Healthcare Information..., Databases, Analysis, Business Analysis, Project Management, Software Project...
Education
Boston University - School of Management 1994 — 1997
MBA
William & Mary 1987 — 1989
BA, American Studies
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2005 - October 2010
KAF Financial Group January 2003 - May 2005
Massachusetts Appellate Tax Board 2002 - 2002
Melick Porter and Shea December 2000 - September 2001
Skills
Wealth Management, Estate Planning, Tax, Mutual Funds, Retirement, Insurance
Education
Harvard Law School
Program on Negotiation
Boston University School of Law 2002 — 2003
LLM, Taxation
Suffolk University Law School 1997 — 2000
JD
University of Massachusetts, Amherst 1995 — 1997
BA, Legal Studies, Political Science
University of South Carolina-Columbia 1993 — 1995
International Studies
John Hancock Life Insurance Company (U.S.A.) 1999 - Present
Manulife Financial 1999 - 2004
Posternak, Blankstein & Lund, LLP 1996 - 1999
Palmer & Dodge LLP 1993 - 1996
Coopers & Lybrand 1992 - 1993
Skills
Estate Planning, Tax, Financial Advisory, Retirement, Estate Administration, Retirement Planning, Investments
Education
Boston University School of Law 1989 — 1992
J.D., Law
University of Michigan 1984 — 1989
B.A., Economics
Sales Management 2014 - Present
Sentinel Benefits & Financial Group 2010 - 2011
Consultant 2007 - 2010
MassMutual Financial Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Columbia Management 2003 - 2004
UBS 2002 - 2003
Lexus Motor Corp 1999 - 2002
BT Alex.Brown 1996 - 1998
Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation
Education
Bryant University 1992 — 1996
Law Office of James M. Baron December 2007 - Present
Iron Mountain Digital 2000 - 2007
Compuware 1996 - 1999
John Hancock Life Insurance Company (U.S.A.) 1986 - 1996
Skills
Special Education, Estate Planning, SaaS, Salesforce.com, Enterprise Software, Training, Legal Issues, Child Development, New Business Development, Direct Sales, Litigation Support, Strategy, Cloud Computing, Disaster Recovery, Mediation, Contract Negotiation, Mergers & Acquisitions, Litigation, Strategic Planning, Professional Services, Solution Selling, Product Management, Start-ups, Strategic Partnerships
Education
Suffolk University Law School 2003 — 2007
J.D., Law
Emmanuel College 1989 — 1991
M.Ed., Education
Brandeis University 1981 — 1985
B.A., Economics
Waltham High School
Comcast January 2015 - Present
Comcast April 2013 - January 2015
Comcast March 2012 - April 2013
McKesson Provider Technologies May 2010 - March 2012
Fidelity Investments June 2007 - May 2010
John Hancock Life Insurance Company (U.S.A.) May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Budgets, Strategic Financial..., Finance, Essbase, P&L, Variance Analysis
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Applied Actuarial Mathematics
Notre Dame Academy, Worcester, MA 1999 — 2003
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - September 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - August 2010
Skills
Financial Services, Fixed Annuities, Life Insurance, Insurance
Education
Boston University
BA, History
Santander Bank, N.A. September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) March 2010 - November 2011
John Hancock February 2007 - March 2010
Bally of Switzerland October 2004 - February 2007
M2M October 2005 - November 2005
Skills
Online Advertising, Advertising, Social Media, Digital Media, Web Analytics, Brand Management, Integrated Marketing, Creative Services, Strategy, Project Management, Marketing Strategy, Digital Marketing, Marketing Management, New Media, Email Marketing, Online Marketing, Social Media Marketing, Marketing, Media Planning, Management, Marketing Communications, Integrated Brand..., Facebook, Digital Strategy, Analytics, Sales, Team Leadership, Brand Positioning..., Marketing Research, Product Marketing, Merchandising, Visual Merchandising, Retail Marketing, Retail Banking, Messaging Development, Customer Engagement
Education
Boston University 2002 — 2006
BA, Sociology
Bangor High School 1998 — 2002
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - January 2013
John Hancock March 2010 - October 2011
Bullhorn, Inc. July 2006 - February 2010
EDS, an HP company February 1997 - July 2003
Skills
Certified Help Desk..., Project Management..., Microsoft Certified..., Microsoft Certified..., ITIL v3 Foundations..., TQM Certified, Lean Six Sigma Green..., PgMP candidate, Program Management, Product Management, Product Lifecycle..., Program Development, Vendor Management, Six Sigma, Help Desk Support, PMP, Program Management..., Management, Project Management, Project Portfolio..., Data Center, SDLC, Business Process..., PMO, Process Improvement, Integration, Requirements Gathering, Outsourcing, Leadership, Quality Assurance, Project Planning, Relationship Management, Strategic Planning, Service Delivery..., Continuous Improvement, Business Analytics, Portfolio Management, CRM, Business Analysis, IT Strategy, Information Technology
Education
Boston University Questrom School of Business 2001 — 2003
MBA
Clark University 1996 — 1997
Certification
Merrimack College 1986 — 1990
Duel - Bachelor of Science (BS) & Bachelor of Arts (BA)
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Signator Investors, Inc. September 2014 - Present
Signator Investors, Inc. December 2012 - September 2014
Signator Investors, Inc. January 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2010
Aviva Life Insurance July 2006 - September 2007
Aviva Life Insurance January 2006 - July 2006
Alabiso Woodworking November 1999 - January 2006
Skills
Customer Service, New Business Development, Insurance, Finance, Process Improvement, Financial Analysis, Strategic Financial..., Microsoft Excel, Business Analysis, Investments, Financial Services, Life Insurance, Risk Management
Education
Bridgewater State College 2003 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Norwell High School 1994 — 1998
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - January 2014
John Hancock January 2008 - November 2010
State Street Corporation July 2006 - January 2008
Ciber January 2006 - June 2006
Aviva 2002 - 2006
Skills
Analysis, Project Management, Business Analysis, Vendor Management, Risk Management, Business Requirements, Visio, Requirements Analysis, Business Process, Competitive Analysis, Relationship Management, Business Intelligence, Management, Strategic Planning, Requirements Gathering, Insurance, Change Management, Budgets, SDLC, PMP, SharePoint, Financial Services, Process Improvement, IT Strategy, Program Management, Business Process..., PMO, Software Project..., Project Portfolio...
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Brandeis University 1998 — 2002
Bachelor's degree, Economics
National Grid October 2013 - Present
DarrowEverett LLP May 2011 - July 2011
Ruberto, Israel & Weiner, P.C. September 2004 - April 2011
Cushing & Dolan, P.C. February 2003 - September 2004
Seyfarth Shaw October 2001 - February 2003
Hackett Feinberg P.C. January 2000 - October 2001
John Hancock Life Insurance Company (U.S.A.) November 1998 - December 1999
Bank of America June 1996 - May 1998
Bank of America September 1993 - August 1995
Skills
Corporate Finance, Corporate Law, Mergers & Acquisitions, Commercial Real Estate, Real Estate, Disposition, Mergers, Commercial Lending, Loans, Banking, Due Diligence, Finance, Credit, Accounting, Real Estate Transactions
Education
Boston University School of Law 1999 — 2001
Masters, Banking Law with Concentration in Credit and Lending Transactions
Suffolk University Law School 1995 — 1998
Saint Michael's College 1989 — 1993
BA, Political Science
Canton High School
John Hancock Financial Network March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - March 2012
John Hancock June 2005 - December 2010
Skills
Series 24, Series 7, Series 63, Sales, Mutual Funds, Retirement, Compliance
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government & Legal Studies
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
John Hancock June 2000 - July 2009
John Hancock Financial Services June 2000 - July 2009
Skills
Mutual Funds, Fixed Annuities, Financial Services, Process Improvement, Reinsurance, Business Analysis, Insurance
Education
Boston University 1986 — 1990
Nashoba Valley Technical High School February 2011 - August 2012
H&R Block December 2008 - April 2010
Shawsheen Animal Hospital January 2006 - January 2007
The Gem Company February 2001 - May 2004
Kopelman and Paige, P.C. February 1999 - February 2001
John Hancock Life Insurance Company (U.S.A.) January 1998 - February 1999
John Hancock Life Insurance Company (U.S.A.) March 1996 - January 1998
Aberdeen America Inc. January 1994 - February 1996
Aberdeen American Inc. January 1991 - January 1994
Aberdeen America Inc. August 1987 - January 1991
Skills
Accounting, Bookkeeping, Computer Hardware, Computer Information..., Customer Service, Project Management, Investment Management, Access Database, Network Administration, Network Security, Trading Systems, Account Portfolio..., Tax Preparation, Tax Law, Computer Graphics Design, Access
Education
Bridgewater State College 1982 — 1987
Bachelor of Arts (BA), Speech Communications
Manulife/John Hancock December 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2011 - December 2013
Manulife/John Hancock October 2000 - July 2012
Financial Software Consulting 1998 - 2000
Renaissance Worldwide 1997 - 1998
Education
Bryant University 1993 — 1997
Johnson & Wales University July 2012 - Present
CVS Caremark Corporation March 2006 - July 2012
John Hancock Life Insurance Company (U.S.A.) 2000 - 2006
Keyport Life Insurance Company 1996 - 2000
Ocean Spray Cranberries 1991 - 1995
Skills
Project Management..., Business Analysis, MS Project, Hyperion, Process Improvement, Project Management, Vendor Management, Visio, Hyperion Enterprise, Data Warehousing, Business Process..., Business Requirements, Business Process, Project Portfolio..., Business Intelligence, Cross-functional Team..., Software Documentation, Requirements Gathering, SDLC, Software Project..., Management, Analysis, Budgets
Education
Boston University 2000 — 2003
MS CIS, Computer Information Systems
Johnson & Wales University 1991 — 1995
BS Accounting, Accounting
ELV Associates, Inc. September 2005 - Present
MPA 1999 - 2005
John Hancock Life Insurance Company (U.S.A.) 1984 - 1999
Skills
Bank Reconciliation, Business Planning, Management, Banking, FRx, Construction Accounting, Monthly Close, Accounting Management, Tenant, Consolidated Financial..., Year-end Close
Education
Suffolk University
MBA, Business Administration and Management, General
Boston University
BS, Accounting
SUNY Morrisville
Associate's degree, Business Administration and Management, General
Your Theatre, Inc. July 2013 - Present
Sullivan and Cogliano January 2013 - June 2013
Sun Life Financial 2007 - 2012
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Blue Cross Blue Shield of Massachusetts 1998 - 2001
Digital Equipment Corporation 1984 - 1998
Skills
Forecasting, Financial Reporting, Financial Planning and..., Budgeting, Accounting Operations..., Process Improvement, Activity Based Costing, Cost Allocation, Financial Audits, Financial Modeling, Capital Budgeting, Team Management, Certified MOS Excel, Certified MOS Word, Powerpoint, Hyperion, Oracle, Budgets, Variance Analysis, Business Process..., Analysis
Education
Suffolk University 1981 — 1982
Exec MBA, Finance
Bridgewater State College
Bachelor's degree, Mathematics
BNY Mellon September 2009 - Present
Bank of New York August 2007 - September 2009
Investors Bank and Trust July 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Bloomberg, Fund Accounting, Bloomberg Terminal, Derivatives, Equities, Investments
Education
Brandeis University, Lemberg - International Business School 2010 — 2013
Master of Science in Finance
University of Massachusetts at Amherst 1996 — 2000
Finance
City of Boston Elderly Commission February 2014 - Present
Dana-Farber Cancer Institute November 2012 - November 2013
Dana-Farber Cancer Institute February 2012 - December 2012
Mauricio Gaston Institute at University of Massachusetts Boston January 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) April 2006 - May 2010
Skills
Stata, Research, Data Analysis, Excel, Microsoft Office, Economics, Spanish, Lotus Notes, Econometrics, Qualitative Research, Management, Microsoft Excel, Leadership, Training, SPSS, Analysis, Community Outreach, Public Speaking
Education
University of Massachusetts at Boston 2008 — 2012
B.A, Economics/Spansih
Bunker Hill Community College 2004 — 2006
Accounting
John D. O'Bryant 1997 — 2001
Diploma
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Department of Insurance - Argentina August 2000 - May 2002
Melinsky, Pellegrinelli & Assoc. - Argentina December 1995 - August 2000
Skills
Actuarial Science, Insurance, Microsoft Excel, Pensions, Solvency II, Life Insurance, Reinsurance, Financial Risk, Risk Management, Health Insurance, General Insurance, Underwriting
Education
Boston University 2004 — 2007
Master of Science in Actuarial Science
Universidad de Buenos Aires 1991 — 1997
BS in Actuarial Science
Medical Mutual Insurance Company of North Carolina March 2012 - Present
John Hancock October 2010 - August 2011
John Hancock April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - April 2010
John Hancock February 2007 - June 2008
State Street Bank and Trust August 2005 - February 2007
Putnam Investments December 2003 - April 2004
Skills
Process Improvement, Leadership
Education
Bridgewater State University 2001 — 2005
Bachelor's Degree, Management; International Relations
Bridgewater State University
Bachelor's Degree, Management; International Relations
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2013
Chambers Consulting January 2009 - April 2010
Brown Brothers Harriman & Co. March 1997 - September 2008
Boston Financial Data Services January 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, MS Project, Project Portfolio..., Operations Management, Compliance, Wealth Management, Innovative Problem..., Management, Forecasting, Finance, Analysis, Financial Services, Budgets, Investments, Project Management, Process Improvement, Financial Risk, Risk Management, Business Analysis, Leadership, Asset Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance & Operations
Bridgewater State University 1993 — 1995
BS, Management Science - Finance
Nationwide Insurance May 2006 - December 2014
Highmark Blue Cross Blue Shield May 2004 - May 2006
PCS LLC July 1997 - May 2006
According To Hoyle January 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2004 - January 2004
Great American Financial Resources May 2002 - December 2002
Nationwide Insurance July 2001 - December 2001
Canada Life July 2000 - May 2001
Midland Life October 1998 - May 2000
Fidelity Mutual Life July 1997 - December 1999
Education
James A. Rhodes State College 1976 — 1978
Associates in Applied Business, Computer Programming & Design
Bowling Green State University 1975 — 1975
General Business
The Ohio State University 1974 — 1975
General Business
State Street March 2014 - Present
Army National Guard March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - March 2013
State Street Bank April 2007 - December 2010
Fidelity National Information Services May 2004 - December 2006
New York Life Insurance Company 2003 - 2004
Skills
Mutual Funds, Financial Modeling, Financial Analysis, Financial Services, Investments, Analysis, Fixed Income, Finance, Securities, Equities, Business Analysis
Education
Boston University - School of Management
Master of Business Administration (MBA)
Suffolk University
Sawyer School of Business, Graduate Coursework
University of Massachusetts Dartmouth
BA, History
Fidelity Investments May 2001 - Present
John Hancock Life Insurance Company (U.S.A.) January 1998 - April 2001
Venture Development Corporation 1995 - 1996
Skills
Financial Services, Program Management, Analysis, Business Analysis, Data Analysis, Analytics, Financial Analysis, Access, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Finance, Business Process..., Mutual Funds, Equities, Fixed Income, Financial Markets, Securities, Corporate Actions, Capital Markets
Education
Boston University Graduate School of Management 1992 — 1994
MBA, Business
Brandeis University 1985 — 1989
B.A., Politics
Lawrence Academy 1981 — 1985
FHLB Boston July 2007 - Present
Federal Home Loan Bank of Boston January 2004 - July 2007
Computer Associates 2000 - 2003
John Hancock Life Insurance Company (U.S.A.) 1996 - 2000
Partners Health Care System, Inc. 1993 - 1996
GTE (Verizon) 1989 - 1993
Wang Laboratories Inc. 1987 - 1989
Zayre Corporation (TJX Corporation) 1983 - 1987
Skills
Operational Risk..., Financial Risk, Vendor Management, Derivatives, Sarbanes-Oxley Act, Leadership, Visio, Lotus Notes, Credit Risk, Internal Audit, Internal Controls, Analysis, Enterprise Risk..., Auditing, Business Analysis, Financial Services, Risk Management, Credit, Banking, Business Development, Financial Analysis, Accounting, Fixed Income, Bloomberg, Finance, Financial Modeling, Cash Management, Corporate Finance, Securities, Capital Markets, Credit Analysis, Market Risk, Process Improvement, Management, Financial Reporting, Portfolio Management, Strategy, Due Diligence, SDLC, Consulting, Business Process..., IT Audit
Education
New England College of Business & Finance/UC Berkeley 2005 — 2006
Accelerated Certificate in Finance, Finance
University of Massachusetts Lowell 1989 — 1992
B.S., Business Management - Accounting
Bridgewater State University 1977 — 1979
Transferred, Biochemistry, 3.0+
USAA December 1994 - May 2009
MassMutual Financial Group 1991 - 1994
John Hancock Life Insurance Company (U.S.A.) 1982 - 1984
Education
Boston University 1971 — 1975
BA, Sociology
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
John Hancock 2006 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Investments, Insurance, Accounting, Internal Controls, Mutual Funds, Finance, Sarbanes-Oxley Act, Financial Accounting, Essbase, Corporate Finance, SEC filings, Fixed Annuities, Financial Services, Risk Management, Forecasting
Education
Bryant University
Business Administration, Accounting
PricewaterhouseCoopers July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - May 2015
J.P. Morgan June 2008 - August 2008
Skills
Investments, Risk Management, International Business, Financial Analysis, Equities, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Project Management, Strategic Planning, Business Analysis, Management Consulting, Strategy
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Operations Management
The Chinese University of Hong Kong 2007 — 2007
Study Abroad Program, International Business
Prudential Financial March 2015 - Present
Sun Life Financial July 2013 - March 2015
Sun Life Financial April 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2009 - April 2011
John Hancock Life Insurance Company (U.S.A.) September 2006 - March 2009
Skills
Fixed Annuities, 401k, Series 63, Employee Benefits, Insurance, Process Improvement, Disability Insurance, Leadership, Financial Services, Mutual Funds, Life Insurance, Retirement
Education
Bowdoin College 2000 — 2004
Bachelors, Sociology
Cambridge Health Alliance May 2009 - Present
Cambridge Health Alliance May 2005 - May 2009
Tufts University August 2007 - April 2009
Heritage Dental,David Wyman DDS,Philip Scali DDS October 1993 - May 2005
John Hancock Life Insurance Company (U.S.A.) October 1980 - June 1993
Skills
Patient Safety, HIPAA, Epic Systems, CPR Certified, Meditech, Healthcare
Education
Bunker Hill Community College 1978 — 1979
No Degree, Restaurant, Culinary, and Catering Management/Manager
John Robert Powers Modeling
Modeling Certificate
Amica Mutual Insurance Co. July 2000 - Present
John Hancock Life Insurance Company (U.S.A.) June 1993 - July 2000
John Hancock Mutual Life Insurance Co February 1988 - June 1993
John Hancock Mutual Life Insurance Co June 1974 - February 1988
Skills
Life Insurance, Sales Management, Insurance, Sales, Team Building, Property & Casualty..., Marketing, Risk Management, General Insurance, Management, Claim
Education
Bryant University 1971 — 1974
BS, Marketing
Sotheby's International Realty June 2013 - Present
High Street Properties June 2011 - Present
Morello Real Estate Group June 2011 - Present
Boston's Best Realty September 2009 - June 2011
High Street Property Management June 2007 - June 2011
Northeast Development and Investment June 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) June 2010 - September 2010
Remax Select Realty July 2008 - September 2009
Skills
Residential Homes, Valuation, Sellers, Real Estate, First Time Home Buyers, Real Estate Development, Condos, Asset Management, Investment Properties, Financial Analysis, Investments, Property Management, Market Research, Real Estate Economics, Sales
Education
New York University 2013 — 2015
Master's Degree, Real Estate Development
Boston University Questrom School of Business 2007 — 2011
Finance, Entrepreneurship
MiNDFUL September 2014 - Present
Point Seven, LLC June 2014 - Present
MiNDFUL Colorado September 2014 - March 2015
Custom Made Meetings & Conferences, Inc. May 2013 - July 2014
Teach For America June 2011 - May 2013
Teach For America February 2012 - April 2013
Boston Red Sox May 2007 - December 2010
UBP Asset Management January 2010 - May 2010
The Boston Globe August 2009 - December 2009
John Hancock Life Insurance Company (U.S.A.) January 2009 - December 2009
Skills
Social Media, Marketing Communications, Fundraising, Event Planning, Marketing, Social Networking, Event Management, Business Development, Social Media Marketing, Marketing Strategy, Public Relations, Data Analysis, Contract Negotiation, Grant Writing, Entrepreneurship, Strategic Partnerships, Data Analytics, business operations, Business Strategy, New Business..., Capacity Planning, Project Management, Business Analysis, Consumer Products, Brand Development
Education
Northeastern University 2008 — 2011
Bachelor of Science (B.S.), Business Administration (B.A.)
Chaminade University of Honolulu 2011 — 2012
Master of Arts (M.A.), Teaching/Education
Bryant University 2006 — 2008
Stop & Shop,an ahold usa company January 2003 - Present
firemans fund 1994 - 2002
John Hancock Life Insurance Company (U.S.A.) January 1993 - April 1997
Skills
Property & Casualty..., Workers Compensation, Claims Management, Employee Benefits, Personal Injury, Customer Service, Health Insurance, Legal Liability, Insurance, Claim, Subrogation, Claim Investigation, Customer Retention, Underwriting, Training, Risk Management, Casualty, Reinsurance, Disability Insurance, Liability Analysis, Managed Care, HIPAA, Liability, Litigation Management, Pharmacy Benefit..., Claims Resolution, Healthcare, Commercial Insurance, Medicare, Professional Liability, Commercial Lines, Process Improvement, Product Liability, Claims Handling, General Insurance, Workers' Compensation...
Education
Bridgewater State University 1980 — 1985
political scu, english
weymouth south high school
Michel Associates, Ltd. September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Flav, LLC May 2009 - August 2009
Najaro, Inc. January 2008 - August 2008
St. Jude Medical Hospital January 2006 - May 2008
Skills
Financial Modeling, Access, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Corporate Finance, Data Analysis, Microsoft Excel, Bloomberg, Market Research, Statistics, Economics, Finance
Education
Boston University Questrom School of Business 2008 — 2013
BSBA, Business - Finance
Diamond Bar High School 2004 — 2008
High School Diploma
John Hancock Financial Services September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - August 2014
John Hancock Life Insurance Company (U.S.A.) November 2010 - June 2012
CCR LLP September 2005 - October 2010
Skills
Internal Controls, Accounting, Auditing, Sarbanes-Oxley, Financial Accounting, Risk Assessment, Sarbanes-Oxley Act, CPA, Analysis, Internal Audit, US GAAP, Finance
Education
Nichols College 2006 — 2008
MBA
Bryant University 2001 — 2005
BS in Business Administration, Accounting
Putnam Investments 1999 - 2009
TSCentral.com 1998 - 1999
Elcom Systems Inc. 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Dun & Bradstreet Software 1996 - 1997
Lifeline Systems Inc. 1990 - 1996
Digital Equipment Corporation 1980 - 1990
Education
Boston University 1992 — 1999
CS
Fitchburg State University 1989 — 1989
Digital Training Center 1982 — 1983
Programmer Training Program
NHTI, Concord's Community College 1980 — 1982
Central Square Theater January 2014 - June 2014
Next Step Living September 2013 - March 2014
Interaction Associates November 2012 - August 2013
Global Novations June 2010 - November 2012
Citizens Energy September 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2006 - December 2007
Sun Life Financial October 2004 - March 2006
Skills
Microsoft Office Suite:..., Sales Force, Sales, Outlook, Microsoft Excel, Microsoft Office, Salesforce.com, Event Planning, Microsoft Word, Public Speaking, Workshop Facilitation, Social Media, Microsoft Publisher, Strategic Planning, Project Management, Program Management, Management, Leadership, Recruiting, Strategy, Employee Relations, Training, Research, Onboarding, CRM, Coaching, Performance Management, Marketing, Human Resources, Business Development, Process Improvement, Marketing Communications, Account Management, Project Planning, Integrated Marketing, Nonprofits, Marketing Strategy, Organizational..., Leadership Development, Consulting, Customer Service, Budgets, Social Networking, Team Building
Education
Emerson College 2007 — 2011
M.A., Integrated Marketing Communications
Bradley University 1999 — 2003
B.S., Social Work
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) August 1981 - November 2005
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Microsoft Excel, Essbase, Financial Accounting, Investments, Insurance, GAAP, Access, Hyperion Enterprise, NAIC, IFRS, Statutory Accounting, Account Reconciliation, Variance Analysis, Finance
Education
Boston University Questrom School of Business 1979 — 1981
MBA, Accounting
Brandeis University 1975 — 1979
BA, science
self May 1975 - Present
Employer: Benjamin T. Fawcett 1969 - 1975
Ford Motor Company 1965 - 1968
John Hancock Life Insurance Company (U.S.A.) 1963 - 1965
Skills
Non-profits, Fundraising, Public Speaking, Strategic Planning, Asset Management, Coaching, Alternative Investments, Event Planning, Finance, Nonprofits, Volunteer Management, Teaching, Workshop Facilitation, New Business Development, Public Relations, Manufacturing, Training, Healthcare, Leadership, Small Business, Microsoft Office, Hedge Funds, Research, Editing, Estate Planning, Team Building, Event Management
Education
Boston University - School of Management 1961 — 1963
BS in BA, General Business
Cornell University 1955 — 1957
Left to join the military and gain experience., Liberal Arts and Sciences/Liberal Studies
Cornell University 1955 — 1957
None, Liberal Arts and Sciences/Liberal Studies
The Hill School, Pottstown, PA -55 1953 — 1955
High School/Secondary Diplomas and Certificates
John Hancock Financial Services (Manulife Financial) June 2013 - April 2015
John Hancock Life Insurance Company (U.S.A.) 1988 - June 2013
Boston University December 1983 - January 1988
Skills
Organizational..., Career Development, Performance Management, Leadership Development, Team Building, Management Development
Education
Brandeis University 1967 — 1971
BA, Political Science
FIS Memento May 2014 - Present
FIS Memento October 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) September 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
Invensys August 2007 - December 2007
Skills
Business Analysis, Access, Testing, Quality Assurance, SDLC, Agile Methodologies, Process Improvement, Data Analysis, SQL, Financial Modeling
Education
Boston University Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Strategy and Business Analysis
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Dual Major Mathematics and Physics
John Hancock Life Insurance Company (U.S.A.) October 2004 - March 2013
Education
Bridgewater State College 2000 — 2004
BS, English and Elementary Education
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - April 2014
Affiliates Insurance Company August 2010 - March 2011
Sun Life Financial December 2009 - August 2010
PricewaterhouseCoopers 2006 - 2009
Skills
Financial Reporting, General Ledger, SOX, IFRS, Audit, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Audit, Insurance, Auditing, Financial Analysis, GAAP, Internal Controls, Strategic Financial..., CPA, Financial Statements
Education
Bridgewater State College 2001 — 2006
Accounting and Finance; Minor in Actuarial Science
Lahey Clinic April 1997 - Present
John Hancock Life Insurance Company (U.S.A.) January 1987 - February 1997
Skills
SQL, Software Documentation, Software Development, Program Management, C, Microsoft SQL Server, Shell Scripting, AIX, Programming, Analysis, Integration, Databases, Database Design, EMR, HIPAA, Healthcare Information..., Java, XML
Education
Boston University 1985 — 1991
BS, Computer Science
Ropes and Gray August 2013 - Present
WB Mson December 2001 - August 2013
Houghton Mifflin December 1996 - October 2001
First Data November 1995 - December 1996
AT&T Global Services January 1994 - November 1995
John Hancock Life Insurance Company (U.S.A.) October 1986 - December 1994
Education
Bridgewater State College 1975 — 1979
BA, History
R.A. Hall & CO. LLC February 2003 - Present
Arthur D. Little January 2000 - December 2002
John Hancock Life Insurance Company (U.S.A.) December 1998 - January 2000
Skills
Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Financial Statements, Microsoft Office, Microsoft Excel, Tax, Account Reconciliation, General Ledger, QuickBooks
Education
Boston University - School of Management 1999 — 2002
mba
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Houghton Mifflin Harcourt July 2004 - Present
John Hancock Life Insurance Company (U.S.A.) July 2002 - July 2004
Arthur Andersen LLP August 1998 - July 2002
Skills
Strategy, Program Management, Business Process..., Change Management, Business Strategy, Team Leadership, Product Management, Business Process, Governance, Strategic Planning, Management, Start-ups, Project Management, PMO, Integration, Portfolio Management, IT Strategy, IT Management, Business Intelligence, SaaS, Vendor Management, SDLC, Consulting, Cloud Computing, Enterprise Software, Software Project..., Leadership, Team Building
Education
Boston University Graduate School of Management
MBA & MIS, Master of Business Administration & Master of Science in Management Information Systems
New York University
Bachelor of Arts, History and Politics
MetLife July 2014 - Present
MetLife June 2012 - July 2014
Bryant University September 2008 - May 2012
MetLife May 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) May 2010 - August 2010
Education
Bryant University 2008 — 2012
BS, Actuarial Mathematics
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2011
Boston Private Industry Council June 2011 - July 2011
Skills
Real Estate, Basic terminology of...
Education
Bunker Hill Community College 2011 — 2013
A.A, Business Administration
Lee Institute 2011 — 2011
Sales Persons, Real Estate
John Hancock Life Insurance Company (U.S.A.) Portfolio Associate and Securities AnalystBryant University Archway Investment FundSeptember 2010 - May 2011
3ACredit (Shanghai, China) June 2009 - December 2009
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), International Business
Commonwealth of Massachusetts Commission for the Blind July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2003 - Present
John Hancock Life Insurance Company (U.S.A.) January 2009 - December 2013
John Hancock Life Insurance Company (U.S.A.) September 1988 - November 2003
Liberty Mutual Insurance Company September 1980 - October 1988
Skills
Management, Contract Management, Employee Benefits, Retirement, Risk Management, Fixed Annuities, Analysis
Education
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance, General
Bridgewater State University
Bachelor of Science (BS), Mathematics
State Street Global Advisors 2012 - Present
Fidelity Investments June 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
WilmerHale July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Education
Boston University School of Law 2006 — 2008
Master of Laws (LL.M.), Banking and Financial Laws (Concentration: Securities Transactions)
Suffolk University Law School 1999 — 2002
Doctor of Law (JD), Law
Saint Anselm College 1993 — 1997
Bachelor of Arts (B.A.)
USC October 2009 - Present
Primax, Wakefield April 2008 - March 2009
John Hancock Life Insurance Company (U.S.A.), Boston September 2006 - April 2008
John Hancock Life Insurance Company (U.S.A.) February 2005 - September 2006
John Hancock Life Insurance Company (U.S.A.) November 2004 - February 2005
Linkage, Inc. December 2003 - December 2003
John Hancock Life Insurance Company (U.S.A.) September 1991 - October 2003
Skills
Windows Server, Servers, XP, Network Administration, Technical Support, Cisco Technologies, Hardware, Software Installation, Unix, System Deployment, Windows, Help Desk Support, Laptops, Blackberry, BMC Remedy, Information Technology, Customer Service, Management, Training, Programming
Education
Bunker Hill Community College 1981 — 1983
Associate's degree, Business Education / Legal Administration
Suffolk University
Bachelor of Science (BS), Business Education / Office Administration
John Hancock Financial Services March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 1979 - March 2012
Education
Belleville Collegiate Institute and Vocationl School 1959 — 1964
Brock University
Mathematics
U.S. Department of Health & Human Services 1995 - Present
U.S. Department of Health & Human Services 1986 - 1995
U.S. Department of Health & Human Services 1972 - 1986
John Hancock Life Insurance Company (U.S.A.) 1967 - 1972
Education
Harvard Law School 1964 — 1967
Doctor of Law (J.D.)
Boston University 1960 — 1964
Bachelor of Arts (B.A.), Government & History