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
Kurt Salmon May 2014 - Present
Goldman Sachs July 2010 - July 2013
Barclays Capital June 2009 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - August 2008
Hambrecht & Quist Capital Management May 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2006 — 2010
BA, Economics, Political Science
VSP Vision Care June 2012 - Present
VSP Vision Care July 2008 - June 2012
VSP Vision Care May 1997 - July 2008
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Federated Mutual Insurance Company 1984 - 1995
United States Air Force 1979 - 1984
Skills
Customer Satisfaction, Training Delivery, PowerPoint, Vision Insurance, Health Insurance, Long Term Care Insurance, Property & Casualty..., Engaging Public Speaker, Training Programme..., Training Facilitation, Training Needs Analysis, Insurance, Workshop Facilitation, Managed Care, Sales, Customer Service, Management, Employee Benefits, Training, Leadership
Education
California State University-Sacramento
General Studies
Community College of the Air Force
Cetera Advisor Networks, LLC May 1998 - Present
John Hancock Life Insurance Company (U.S.A.) April 1995 - May 1998
John Hancock Life Insurance Company (U.S.A.) March 1995 - May 1998
NCR Corporation December 1981 - December 1994
Skills
Investments, Insurance, Securities, Long-term Care, Retirement Planning, Small Business
Education
California State University-Hayward - School of Business and Economics 1979 — 1981
Bachelor of Science, Busniness/Marketing
Las Lomas High School 1972 — 1976
Midwood Financial Services, Inc. September 2013 - Present
Hartford Mutual Funds December 2012 - May 2013
Fifth Third Asset Management April 2002 - May 2012
Fifth Third Asset Management April 2002 - June 2005
John Hancock Life Insurance Company (U.S.A.) September 1998 - March 2002
Skills
Asset Allocation, Portfolio Management, Investment Management, Series 7, Series 24, Series 6, Series 63, Series 65, Life & Health Insurance..., Investments, Separately Managed..., Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement, Building Relationships, Alternative Investments, Wealth Management, Financial Advisory, Life Insurance, Insurance, Investment Advisory, 401k, Investment Strategies, Asset Management, Financial Services, FINRA, Relationship Management, Securities, Pensions, IRAs, ETFs, Wealth Management..., Fixed Income, Strategic Financial..., Uniform Combined State..., Hedge Funds, Selling, Wealth, Bonds, Financial Planners
Education
College for Financial Planning
Certified Financial Planner, CFP(R)
Fitchburg State College
BS, Business Admin. - Marketing
Massachusetts College of Art and Design
BFA, Fine Arts
Christopher Henning Consulting July 2013 - Present
Woodbury Financial Services May 2007 - July 2013
Woodbury Financial Services April 1998 - May 2007
John Hancock Life Insurance Company (U.S.A.) May 1997 - July 1998
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Securities, Training, Life Insurance, Financial Advisory, Financial Services, Retirement, Wealth, Series 63, Series 7
Education
The American College 2006 — 2010
ChFC, Financial Planning
Concordia College 1993 — 1997
B.A., Business Economics
Concordia University-St. Paul 1993 — 1997
B.A, Business Economics
Tartan Sr. High
Northern Trust Asset Management July 2015 - Present
Northern Trust Corporation August 2014 - July 2015
Northern Trust June 2013 - July 2014
Northern Trust May 2012 - June 2013
Oppenheimer & Co. February 2008 - September 2011
Merrill Lynch March 2006 - April 2007
John Hancock Life Insurance Company (U.S.A.) May 2005 - March 2006
Skills
Series 7, Trading, Equities, Options, Securities, IRA's, Technical Analysis, Series 63, Bloomberg, trade processing, trade reconciliation, GMI, Futures, US Treasuries, Collateral, Margin, FX Derivatives, Derivatives, Hedge Funds, Finance, Fixed Income, Financial Services, Options Strategies, Trading Strategies, Bloomberg Terminal, Cash Management, Equity Trading, Portfolio Management
Education
Central Michigan University 2000 — 2005
BS in Business Administration, Finance
National Grid 2013 - 2015
AIG July 2003 - February 2013
Liberty Mutual Group 1999 - 2002
John Hancock Life Insurance Company (U.S.A.) 1997 - 1999
Thermo Fisher Scientific 1996 - 1997
NCR Corporation 1981 - 1996
Skills
Business Continuity, Disaster Recovery, Operational Risk..., Due Diligence, BC Exercise Development..., Multi-Industry..., Employee Training and..., Business Impact Analysis, Operational Risk..., Training Curriculum..., Web Site Administration, Crisis Management, Emergency Operations..., ICS Team Building, CERT Qualified, Emergency Management, DR Testing, MIR3 Admin, Enterprise Risk..., Risk Management, Exercise Design, Curriculum Design, Training, Insurance, Business Continuity..., Financial Services, Claims Management, Sarbanes-Oxley Act, Vendor Management, Leadership, Reinsurance, Governance, Information Security..., IT Strategy, Management, Business Resilience, Financial Risk, Internal Audit, Business Process..., Process Improvement, Analysis, Risk Assessment, Business Analysis, Incident Management, Auditing, Risk Analysis, Information Technology, Information Security, IT Audit, Project Portfolio...
Education
Cambridge College 1994 — 1995
MM, Business
Cambridge College
Inadmark May 2014 - August 2015
Global Benefits Group (GBG) August 2014 - January 2015
Allstate Chuck Allan Agency July 2014 - January 2015
BEST Life and Health Insurance Company October 2012 - October 2013
Blue Cross Blue Shield of Michigan/LifeSecure Insurance Company November 2008 - September 2012
MetLife October 2004 - November 2008
Greenlight Financial Services 2002 - 2004
LTC Global / ACSIA 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1996 - 2000
Skills
Long-term Care, Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Universal Life, Retirement, Medicare, Retirement Planning, Brokers, Financial Planners, Critical Illness, Whole Life, 401k, Variable Annuities, Underwriting, Sales, Customer Service, Strategic Financial..., Management, Accident, IRAs, Health Savings Accounts, Property & Casualty..., Marketing
Education
Orange Coast College
Associate of Arts (A.A.), General Studies
Colorado Mountain College
Robert Half Legal June 2014 - October 2014
Kimball, Tirey & St. John February 2013 - April 2013
Exclusively Legal January 2011 - November 2011
San Diego Superior Court August 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) November 2007 - March 2010
Leisman Insurance Agency, Inc November 2006 - June 2007
Lustig, Glaser & Wilson, P.C. June 2003 - November 2006
Humphrey Oil Co January 2000 - January 2003
Skills
Litigation, PeopleSoft, Legal Research, Legal Writing, Trials, Courts, Civil Litigation, Legal Documents, Administrative..., Litigation Support, Motions, Pleadings, Westlaw, Microsoft Office, LexisNexis
Education
Cuyamaca College 2012 — 2013
Associate's Degree, Paralegal, 3.67 GPA
Northeastern University 2008 — 2008
Paralegal Certificate, Paralegal Studies
Community College of Rhode Island 1996 — 1997
None, Liberal Arts
United Technologies February 2014 - Present
Overland Travel, Inc June 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
UBS July 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Social Media, Wealth Management, Leadership, Editing, Microsoft Excel, Tax, Financial Analysis, Mutual Funds, Data Analysis, Financial Modeling, Research, Budgets, Microsoft Office, Public Speaking
Education
Colby College 2009 — 2013
Economics, Administrative Science
Universitat de les Illes Balears 2011 — 2011
Economics, Business, Culture
Loomis Chaffee 2005 — 2009
Forethought Financial Group, Inc. January 2013 - Present
Global Annuity Operations January 2003 - Present
The Hartford October 1994 - December 2012
The Hartford January 1994 - December 2012
The Hartford 1994 - December 2012
The Hartford January 1999 - January 2003
The Hartford January 1997 - January 1999
Annuity Contact Center/ Teleservices January 1994 - January 1997
John Hancock Life Insurance Company (U.S.A.) January 1991 - July 1994
Skills
Building Relationships, Communication Skills, Leadership, Enthusiastic..., Client Focus, Strategic Initiatives, Committed to..., Creativity, High Organizational..., Positive Team Player, Series 6
Education
Central Connecticut State University 1995 — 1999
B.S. Finance, Finance
Central Connecticut State University
BS, Finance
Empower Retirement September 2015 - Present
Financial Engines July 2014 - September 2015
Fidelity Investments January 2013 - June 2014
Fidelity Investments March 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) March 2009 - May 2010
Fidelity Investments April 2007 - March 2009
Education
Fitchburg State University
Cape Cod Community College
Blue Cross Blue Shield of Massachusetts September 2013 - Present
LeapFrog Systems May 2006 - January 2012
Fidelity Investments 2006 - 2011
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 2005
Skills
Business Analysis, Systems Analysis, Data Analysis, SQL, MS Office Suite, Requirements Analysis, Requirements Management, System Design, User Interface Design, System Testing, XML, Microsoft Visio, Business Objects, Visio, Quality Assurance, Microsoft Office, Software Documentation, Requirements Gathering, Analysis
Education
The Chubb Institute 1996 — 1997
Diploma, Computer Programming
Cape Cod Community College
Sun Life Financial/Delaware Life January 2008 - Present
Manulife Financial April 2004 - January 2008
John Hancock Life Insurance Company (U.S.A.) July 2003 - April 2004
John Hancock Life Insurance Company (U.S.A.) March 1996 - July 2003
John Hancock Life Insurance Company (U.S.A.) August 1994 - March 1996
John Hancock Life Insurance Company (U.S.A.) November 1993 - August 1994
Sun Life Assurance Company of Canada June 1980 - November 1993
Skills
Communicating complex..., Creative Problem Solving, Project management, Management of actuarial..., Project Management, Actuarial Science, Life Insurance, Retirement, Insurance, Fixed Annuities
Education
Brockton High School
College of the Holy Cross
B.S., Mathematics
Bank of America August 2015 - Present
Symetra March 2015 - August 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - January 2015
John Hancock June 2006 - May 2011
Aviva Life Insurance 2005 - 2006
Pier 1 Imports May 2000 - December 2004
Skills
Insurance, Financial Services, Business Analysis, Customer Service, Relationship Management, Mutual Funds, Process Improvement, Series 63, Fixed Annuities, Vendor Management, Risk Management, Analysis, Lotus Notes, Project Management, Requirements Gathering, Call Centers, Microsoft Excel, LTCP, Software Development, Process Redesign, Business Process..., Problem Solving, Collaborative Problem...
Education
Plymouth State University 2000 — 2003
BA, Communication Studies
Champlain College 1999 — 2000
Public Relations, Advertising, and Applied Communication
Fimark Group June 2010 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2010
John Hancock Life Insurance 2004 - 2007
Essex Corporation-Broker Dealer/Distributor 1998 - 2004
Essex Corporation-Broker Dealer/Distributor June 1994 - July 1998
MarineEdge 1989 - 1994
Skills
Fixed Annuities, Series 7, Investments, Series 63, Life Insurance, Strategic Financial..., Sales Management, Insurance, Variable Annuities, FINRA, Securities, Mutual Funds, Retirement, Series 24, Retirement Planning, Series 6, Wealth Management, IRAs, Finance, Banking, 401k, Series 65, Financial Planning
Education
California State University-Chico 1979 — 1983
BS, Economics, Finance
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2013
Mercer April 2005 - November 2011
Towers Perrin May 1998 - April 2005
Education
Clark University 2006 — 2008
MA, Economics
Manhattanville College 1992 — 1996
BA, Economics
Medical Clinic May 2012 - Present
Aspiria Corp. May 2011 - May 2012
Dana-Farber Cancer Institute October 2000 - April 2009
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
VB.NET, Crystal Reports, Databases, Microsoft SQL Server, SharePoint, Visio, Access, SQL, Visual Basic, Data Analysis, Database Design, VBA, Systems Analysis
Education
Concordia University 1955 — 1956
McGill University 1951 — 1955
B. Comm., Economics, political science
Consolidated Insurance Group, Inc January 1994 - Present
John Hancock Life Insurance Company (U.S.A.) January 1991 - January 1994
Skills
Employee Benefits, Insurance
Education
College for Financial Planning 1993 — 1996
Chartered Retirement Planning Counselor, Financial Planning
Florida Atlantic University 1986 — 1991
International Business, Marketing and Finance
Alpern Wealth Management July 2012 - Present
Solenture, Inc. December 2001 - June 2012
CUNA Mutual Group 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - 1999
Education
Robert Morris University 2003 — 2005
MBA, Finance
Clarion University of Pennsylvania 1993 — 1997
B.S.B.A., Finance
Franklin Regional High School 1990 — 1993
Brite Ventures January 1999 - Present
Met Life - Boston November 2000 - August 2003
Various Firms in the Boston Area August 1998 - November 2000
Fidelity Investments February 1997 - August 1998
John Hancock Life Insurance Company (U.S.A.) July 1996 - February 1997
Warner Bros. Pictures July 1990 - June 1996
Johnson & Higgins of California May 1980 - July 1990
Skills
XHTML, PHP, MySQL, Photoshop, Wordpress, Programming, Databases, Advanced CSS, JavaScript, Web Design, PayPal, Forms Design, Forms Processing, Adobe Acrobat, Word, Excel, Access, Microsoft Publisher, Web Development, Microsoft Excel, Graphic Design, SEO, WordPress, CSS, jQuery, Social Media
Education
Clark University
Internet Design and Development
California State University-Los Angeles 1978 — 1982
Information Technology
Prudential Financial December 2011 - Present
Lincoln Financial Group March 2011 - December 2011
ING Annuities 2001 - March 2011
ING Financial Solutions June 2001 - November 2010
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 2001
Skills
Series 7, Sales, Life Insurance, Investments, Financial Services, Retirement Planning, Disability Insurance, Wealth Management, Financial Advisory, Insurance, Series 6, Fixed Annuities, Series 63, Mutual Funds, Variable Annuities
Education
Cabrini College 1992 — 1995
Mount St. Mary's University 1990 — 1991
Trinity-Pawling School 1986 — 1990
Archbishop Carroll 1986 — 1989
LPL Financial September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2002 - October 2006
Manulife Financial December 2000 - January 2002
Manulife Financial July 1998 - December 2000
Mingolelli & Associates (Pinnacle Financial) 1994 - 1998
Financial Insurance Services / FISCO Equities 1993 - 1994
The Acacia Group 1992 - 1993
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Marketing & Management Corp of America / National Old Line 1985 - 1987
Skills
Estate Planning, Succession Planning, Business Insurance, Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Mutual Funds, Long-term Care, Series 7, Series 63, Consulting, Series 65, Strategic Financial..., Strategic Planning, Wealth Management, Program Management, Investments, Team Leadership, 401k, Process Improvement, Project Management, Qualified Retirement..., Underwriting, Series 6, ETFs, Wealth, Asset Allocation, Pensions, FINRA, Variable Annuities, Securities, Risk Management, Financial Services, Disability Insurance, Employee Benefits, Term Life Insurance, Asset Management, Financial Advisory, Health Insurance, Financial Planners, Relationship Management, Investment Advisory, Long Term Care Insurance, Finance, Training, Business Planning, Management, IRAs
Education
College for Financial Planning
Certified Financial Planner (CFP)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mount Vernon Nazarene University 1984 — 1985
Religion / Philosphy
Trine University 1979 — 1983
Aerospace Engineering
BGHS
Centage Corporation February 2014 - Present
Single Source Coaching Solutions September 2013 - Present
The Charles E. Taylor Institute of Christian Living September 2011 - Present
IDG Enterprise December 2013 - January 2014
OnProcess Technology March 2013 - September 2013
Global Technology Systems July 2012 - September 2012
Camacho Financial LLC March 2012 - July 2012
OurStage December 2010 - September 2011
Prince Lobel Telecommunications Service Group September 2008 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2006 - November 2007
Skills
Public Speaking, Dale Carnegie Training, Presentation Development, Group Presentations, New Hire Training, Operations Management, Performance Management, Employee Management, Strategic Planning, Team Building, Staff Development, Business Management, Management, Contract Negotiation, Customer Service, Sales, Microsoft Excel, Coaching
Education
Cambridge College 2003 — 2005
Master's, Management
Syracuse University 1993 — 1995
The Roxbury Latin School 1987 — 1993
Diploma, Independent School League
Prudential Annuities July 2013 - Present
Prudential Annuities December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2008 - November 2011
Main Street Legal Services January 2006 - May 2007
AXA Financial 2001 - 2006
Skills
Insurance, Compliance, SEC regulations, Annuities, Product Development, State insurance..., Securities, Legal Issues, Fixed Annuities, Licensing, Legal Assistance, Financial Services, Westlaw
Education
City University of New York School of Law 2005 — 2007
Juris Doctorate, Law
New York University 1991 — 1993
Bachelor's of Fine Arts, Drama
Walgreens November 2010 - Present
Hacienda La Puente Unified School District February 2003 - Present
VTR (Subsidiary of Verify, Inc.) July 2010 - August 2010
Garden Grove Unified School District August 2008 - August 2010
Westminster School April 2007 - August 2010
Verify March 2009 - July 2010
Enterprise Rent-A-Car June 2005 - March 2008
John Hancock Life Insurance Company (U.S.A.) January 2004 - June 2005
Disneyland Resort March 1998 - March 2005
Tustin Unified School District June 1999 - May 2003
Skills
Customer Service, Program Management, Microsoft Office, Microsoft Excel, Team Building, PowerPoint, Microsoft Word, Customer Satisfaction, Quality Assurance, Data Entry, Inventory Management, Quality Management, Process Improvement, Software Documentation, Quality Control
Education
California State University-Fullerton 1999 — 2003
BA, Business Management, Marketing, Finance
Magnolia High School 1995 — 1999
Diploma, General Education
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Jefferson Wells 2010 - 2011
Altran Control Solutions 2004 - 2010
Technicolor (formerly Thomson, Inc.) 2001 - 2004
Technicolor (formerly Thomson, Inc.) 2000 - 2001
CDI - Daimler-Chrysler 1999 - 2000
Skills
Internal Audit, Enterprise Risk..., Corporate Governance, Inventory Management, Automotive, Insurance, Mutual Funds, Annuities, Consumer Electronics, sox, Sarbanes-Oxley Act, Internal Controls, Assurance, Auditing, Process Improvement, Sarbanes-Oxley, Financial Reporting, Finance, Accounting, Business Process, Financial Audits, Risk Assessment, Governance, Management, Cross-functional Team...
Education
Clemson University - College of Engineering and Science 1997 — 1999
Master, Industrial Engineering
Clemson University - College of Business and Behavioral Science 1995 — 1997
MBA, Business Admnistration
Ecole Supérieure de Commerce de Rennes 1993 — 1995
Master, Management
EBMUD January 1999 - Present
UC Berkeley August 1988 - December 1998
John Hancock Life Insurance Company (U.S.A.) January 1984 - January 1989
Skills
Microsoft Excel, Customer Service, Event Planning, PowerPoint, Microsoft Office, Bookkeeping, Organization, Faciltation, Nonprofits, Project Management, Training, Data Entry, Marketing, Strategic Planning, Grant Writing, Microsoft Word, Access, Team Building, Community Outreach, Public Speaking
Education
University of California, Berkeley 1980 — 1983
Bachelors of Arts, Political Science
College of Alameda 1979 — 1980
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
State Street February 2015 - Present
State Street January 2014 - January 2015
State Street September 2013 - December 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
Skills
Customer Service, Accounting, Financial Reporting, Time Management, English, French, Arabic, Administrative..., Customer Relations, Multitasker, Patient, Open Minded, Accurate Data Entry, Finacial Management, Translation, Office 2010, Finance, Financial Analysis, Income Tax, Tax Law, Alternative Investments, Investments, Public Speaking, Microsoft Office
Education
Cambridge College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Year Up, Inc 2011 — 2012
Certificate, Accounting and Finance
J.P. Morgan June 2012 - Present
Brown Brothers Harriman December 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) August 2011 - November 2011
John Hancock Life Insurance Company (U.S.A.) June 2011 - July 2011
State Street February 2008 - February 2011
State Street August 2007 - January 2008
Skills
Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Financial Analysis, Investments, Unity, Financial Reporting, Financial Statements, Financial Statement...
Education
Cambridge College 2008 — 2012
Bachelors, Business Management
Claxton Hepburn Medical Center September 2014 - Present
Steward Health Care September 2011 - August 2014
Community Health Systems April 2010 - September 2011
Health Management Associates May 2006 - April 2010
John Hancock Life Insurance Company (U.S.A.) 1997 - 2004
Skills
Hospitals, Healthcare Management, Strategic Planning, Revenue Cycle, Leadership, Healthcare, Public Speaking, Team Building, Healthcare Information..., Managed Care, Public Health, Healthcare Industry, EMR, Healthcare Consulting, Physicians, Clinical Research, Medicaid, Physician Relations, EHR, Meditech, HIPAA, Informatics, Data Analysis, Medicine, Patient Safety, Nursing
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA, Managerial Finance
Colby College 1992 — 1996
BA, Sociology
Gonzaga College High School 1988 — 1992
The Ward Law Firm August 2011 - Present
The Honorable Roger Couch Circuit Court of South Carolina August 2010 - August 2011
John Hancock Life Insurance Company (U.S.A.) June 2006 - August 2007
Skills
Legal Research, Insurance, Litigation, Civil Litigation, Insurance Law, Personal Injury, Appeals, Mediation, Commercial Litigation
Education
Charleston School of Law 2007 — 2010
JD, Law
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Finance
Lincoln Financial Group December 2011 - Present
Symetra Financial September 2004 - November 2011
Symetra Financial October 2000 - September 2004
John Hancock Life Insurance Company (U.S.A.) March 1998 - September 2000
John Hancock Financial Services September 1995 - March 1998
Skills
ALM, Actuarial Science, Financial Analysis, Life Insurance, Enterprise Risk..., Financial Modeling, Product Development, Valuation, Reinsurance, Risk Management, Management
Education
Colorado State University 1992 — 1995
Bachelors, Math, Statistics
John Hancock Life Insurance Company (U.S.A.) 2009 - Present
John Hancock March 2008 - January 2012
John Hancock Life Insurance Co. January 2006 - 2008
John Hancock January 2004 - January 2006
John Hancock January 2000 - January 2004
John Hancock Financial Services July 1990 - January 2000
Skills
Actuarial Science, Insurance, Life Insurance, Financial Analysis, Financial Risk, Project Management, Team Management, Multi Tasking, Tax, Economic Capital, Solvency II, Long-term Care, Reinsurance, Pricing, Financial Services, Actuaries, Tax Law, Enterprise Risk..., Underwriting, Universal Life, Long Term Care Insurance, General Insurance
Education
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Mathematics
John Hancock Financial Services 1993 - 2012
John Hancock Life Insurance Company (U.S.A.) 1987 - 1992
Skills
Mutual Funds, Investments, Strategic Planning, Risk Management, Business Strategy, Vendor Management, SDLC, Insurance, Financial Services, Software Development, Budgets, Information Technology, Business Analysis, E-commerce, Program Management, Business Process..., IT Strategy, CRM, Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Outsourcing, Executive Management, PMO
Education
College of the Holy Cross
BA Mathematics
Affinity Advisory Network LLC December 1985 - Present
John Hancock Life Insurance Company (U.S.A.) June 1987 - July 1989
Skills
Retirement Planning, Estate Planning, Financial Planners, Retirement, Life Insurance, Financial Advisory, Tax, Tax Law, Roth IRA, Tax Preparation, Fixed Annuities, Income Tax, Personal Finance, Insurance, Long-term Care, IRAs, Term Life Insurance, Disability Insurance, Universal Life, Lead Generation, Finance, Investments, Wealth Management, Strategic Planning, Sales, 401k, Financial Planning, Wealth
Education
Cedarville University 1971 — 1973
bachelor, psychology
Cedarville college
Bachelor's degree, Business Administration and Management, General
Wells Fargo April 2011 - September 2012
Hawaiian Telecom October 2008 - August 2010
First Hawaiian Bank March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) July 2007 - January 2008
Skills
Microsoft Dynamics CRM, Financial Analysis, Data Analysis, SharePoint, Microsoft CRM, Process Improvement, Banking, Project Management, Leadership, Business Process, CRM
Education
Hawaii Pacific University 2005 — 2007
MBA, Finance
College of Business 2001 — 2003
BBA, Information & Operations Management
St. Xavier's School, Kathmandu, Nepal
Lay and Williams Insurance Services June 1983 - Present
Lay and Williams Insurance Services 1983 - Present
Blue Cross, Aetna, Cigna, Humana, Assurant, United Healthcare 1983 - Present
John Hancock Life Insurance Company (U.S.A.) 1980 - 1983
Standard & Poor's 1976 - 1980
United States Army Reserve 1972 - 1976
Skills
Employee Benefits, Health Insurance, Insurance, Benefits, Dental, Small Business, Dentistry, Health Savings Accounts, Retirement, Strategic Planning, Strategic Financial..., Risk Management, Financial Planners, Investments, Life Insurance, Long-term Care, Property & Casualty..., 401k, Whole Life, Brokers, Real Estate, Team Building, Claim, Business Strategy, Healthcare, Wealth, Critical Illness, Coaching, Accident, Negotiation, Selling, Wealth Management, Fixed Annuities, Underwriting, Term Life Insurance, Disability Insurance, Medicare, Marketing, New Business Development, Workers Compensation, Commercial Insurance, Health Policy, Business Planning, Start-ups, Managed Care, Retirement Planning, Wealth Accumulation, Estate Planning, Sales Management, Sales
Education
Columbia University 1971 — 1972
Masters of Business Administration, Finance
Columbia University - Columbia Business School 1971 — 1972
MBA, Finance
University of Pennsylvania - The Wharton School 1965 — 1969
BS, Economics
Wharton Business School at the University of Pennsylvania 1965 — 1969
Bachelor of Science, Economics
Blair Academy 1962 — 1965
General
Medical Underwriting, LLC. September 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1998 - 1998
Education
California State University-Hayward - School of Business and Economics 1986 — 1990
MBA
PNC Investments December 2009 - Present
Colonial Brokerage, Inc. December 2008 - December 2009
WaMu Investments, Inc. September 1998 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 1995 - September 1998
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Financial Services, Series 65, Retirement Planning, Securities, Private Banking, Life Insurance, Loans, Banking, Credit, Relationship Management, Fixed Annuities, Series 24, Insurance, Wealth Management..., Small Business Lending, Financial Advisory, Series 6, Portfolio Management, Leadership
Education
College for Financial Planning 2000 — 2000
CFP, CERTIFIED FINANCIAL PLANNER
University of Central Florida 1994 — 1994
Bachelor of Arts, Liberal Arts, Communication
University of Florida 1989 — 1992
Associate of Arts, Liberal Arts
Chase Investment Services Corporation August 2009 - Present
Royal Alliance Associates October 2004 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2000 - October 2004
Chase Vista Funds a subsidiary of JPMorgan Chase October 1998 - January 2000
Security Benefit February 1993 - October 1998
Education
California State University-Northridge 1981 — 1986
William S. Hart Senior High School 1975 — 1981
State Street Corporation December 2002 - Present
State Street September 2002 - Present
State Street December 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) August 1988 - March 2001
Skills
Problem Solving, Coordinating Meetings..., Administrative Work, Domestic &..., Travel & Expense Reports, Calendar Management, PowerPoint Presentations, Microsoft: Word, Excel,..., Iexpense, PeopleSoft, Onboarding, Bilingual -..., Outlook, Lotus Notes, Expenses, Equities, Process Improvement, Mutual Funds, Access, Financial Services, Visio, Vendor Management, Human Resources, PowerPoint, Calendaring, Administration, Disaster Recovery, Business Analysis
Education
Bunker Hill Community College 1987 — 1990
Bachelor of Applied Science (BASc)
PNC Financial Services December 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
North Gate Mortgage Company, Inc. September 1988 - May 2011
John Hancock Life Insurance Company (U.S.A.) May 1984 - September 1988
Skills
Leadership, Team Building, Coaching, Entrepreneurship, Human Resources, Process Improvement, Management, Negotiation, Organizational..., Recruiting, Business Development, Change Management, Sales Operations, Time Management
Education
Columbia University in the City of New York 1975 — 1977
MA, Business Organizational Development
William Paterson University of New Jersey 1972 — 1975
BA, Psychology
Ameriprise Financial Services, Inc. May 2012 - Present
LPL Financial January 2009 - May 2012
John Hancock Life Insurance Company (U.S.A.) March 1990 - January 2009
Signator Investors, Inc March 1990 - January 2009
Delta Investment Securities, Inc. April 1987 - March 1990
Federal Home Loan Bank of San Francisco January 1986 - April 1987
Education
California State Polytechnic University-Pomona 1983 — 1985
Bachelor of Science (B.S.), Finance, Insurance and Real Estate
Riverside Community College 1980 — 1982
Associate of Arts (AA), General Studies
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) August 1998 - March 2012
CGI February 1996 - March 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2010
Information Management Resources 1996 - 2000
Skills
Systems Analysis, Mainframe, Business Analysis, Global Delivery, DB2, Service Delivery, SDLC, JCL, Requirements Gathering, COBOL, Business Requirements, TSO, Requirements Analysis, SQL, Software Project..., Application Management
Education
Boston University Metropolitan College 1999 — 2003
Masters, Computer Science
College of Engineering, Trivandrum 1988 — 1992
BTech, Electrical and Electronics
Mar Ivanios College 1986 — 1988
Pre-Degree, Math, Chemistry, Physics
Chingola Secondary School 1984 — 1986
High School, Math, Chemistry, Physics, Biology
Compass Marketing Innovation December 2012 - Present
Mommybites Boston March 2012 - April 2015
John Hancock Life Insurance Company (U.S.A.) June 2011 - November 2012
OppenheimerFunds January 2005 - June 2010
J. Walter Thompson June 2003 - January 2005
Competitrack, Inc. July 2002 - June 2003
Morgan Stanley July 2000 - July 2002
Skills
Integrated Marketing, Digital Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Direct Marketing, Public Relations, Marketing, Media Relations, Strategy, Advertising, Marketing Strategy, Management, Online Marketing, Social Media Marketing, Social Media
Education
Columbia University in the City of New York 2004 — 2006
Master of Science, Strategic Communications
Syracuse University 1996 — 2000
Bachelor of Science, Advertising & Marketing
Brokers Alliance, Inc. August 2013 - Present
Partners South--LTC Division January 2013 - Present
Advantage Agents Alliance 2008 - Present
LTC Global/ACSIA January 2010 - October 2014
Adcahb Medical Coverages November 2005 - December 2009
John Hancock Life Insurance Company (U.S.A.) October 2003 - November 2005
Skills
Long Term Care, Long-term Care, Management, Purchasing, Fixed Annuities, Health Insurance, Disability Insurance, Insurance, Retirement, Term Life Insurance, Life Insurance, Medicare, Manufacturing, Retirement Planning, System Administration, Employee Benefits, Long Term Care Insurance, Brokers, Strategic Financial..., Estate Planning, Universal Life, Underwriting, Critical Illness, Medicare Part D, Whole Life, New Business Development, 401k, Financial Planners, Sales Management, Leadership, Marketing, Small Business, IRAs, Asset Protection, Training, Financial Advisory, Selling, Sales, Wealth, Wealth Management, Accident, Mutual Funds
Education
Rutgers University 1965 — 1968
Brooklyn College 1961 — 1965
BA, Speech and Theatre
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
New Horizons Computer Learning Centers – Great Lakes May 2013 - Present
Robert W. Baird & Co. August 2009 - April 2013
John Hancock Life Insurance Company (U.S.A.) January 2006 - October 2007
Alltel 2004 - 2005
Skills
Cold Calling, Account Management, CRM, Coaching, Customer Service, Training, Direct Sales, New Business Development, Forecasting, Insurance, Selling, Management, Strategic Planning, Budgets, Call Centers, Solution Selling, Project Management, IT Infrastructure..., Microsoft SQL Server, Citrix, Red Hat Linux, Microsoft Exchange, Sales, Microsoft CRM, Employee Training, IBM Tivoli, ITIL, Software Project...
Education
Central Michigan University 1999 — 2006
Manistee High School 1994 — 1999
Ameritas May 2009 - Present
Scott L. Bunker, CLTC June 2003 - Present
John Hancock Life Insurance Company (U.S.A.) September 2003 - April 2009
Unum October 1988 - February 2002
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Strategic Financial..., Universal Life, Underwriting, Whole Life, Wealth Management, Financial Planners, Mutual Funds, Claim, Workers Compensation
Education
Colby College 1984 — 1988
BA, Government
IGATE October 2014 - April 2015
Fuzion Analytics May 2014 - August 2014
US Insurance Group - John Hancock Life and LTC 2013 - 2014
John Hancock Life Insurance Company (U.S.A.) 2006 - 2013
John Hancock Financial Services 2002 - 2006
John Hancock Financial Services 2000 - 2002
Assurant 1986 - 1999
Skills
Insurance, Long Term Care Insurance, Financial Services, Microsoft Excel, Series 6, Health Insurance, Retirement, Retirement Planning, Series 63, Underwriting, Mutual Funds, Series 7, Risk Management, Long-term Care, Fixed Annuities, Life Insurance, 401k, Strategic Planning, Employee Benefits, Process Improvement, Management
Education
Cardinal Stritch University
Master's Degree, Health/Health Care Administration/Management
University of Wisconsin-Stevens Point
Bachelor's Degree, Forest Management/Forest Resources Management
Black Rose Writing May 2014 - Present
Broad Brook Elementary School January 2011 - Present
Allstate Financial August 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2010
MassMutual Financial Group June 2004 - December 2005
Prudential Retirement 2003 - 2004
CIGNA Retirement 2002 - 2003
Skills
Training, Sales Process, Sales Management, Sales, New Business Development, Insurance, Customer Service, Financial Services, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategy, 401k
Education
Central Connecticut State University 1997 — 2002
BA, Communication - Public Relations and Promotions
Central Connecticut State University 1997 — 2002
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
Capitas Financial October 2005 - August 2011
Skills
Financial Services, Series 63, Life Insurance, Account Management, Insurance, Relationship Management, Financial Planning, Long-term Care, Investments, Sales
Education
Colgate University 2000 — 2004
International Relations
John Hancock Financial Services October 2015 - Present
John Hancock Life Insurance Company (U.S.A.) October 2010 - October 2015
Hewlett Packard April 2004 - June 2012
John Hancock Life Insurance Company (U.S.A.) November 2006 - October 2010
John Hancock Financial Services July 2005 - December 2006
Target Corporation August 2004 - July 2005
Skills
Insurance, Mutual Funds, Series 7, Sales, Investments, Fixed Annuities, Life Insurance, Customer Service, Management, Series 63, Coaching, Financial Services, Asset Allocation, Employee Benefits, Relationship Management, Series 6, CRPC
Education
Cambridge College
Bachelor of Science (B.S.)
Sapers & Wallack, Inc. August 2011 - Present
Sapers & Wallack, Inc. August 2006 - July 2011
Sapers & Wallack, Inc. August 2002 - July 2006
John Hancock Life Insurance Company (U.S.A.) September 2000 - August 2002
John Hancock Financial Services September 1998 - August 2000
Skills
Insurance, Commission, Management, Employee Benefits, Finance, Financial Services, Payroll, Life Insurance, Human Resources, Marketing Strategy, Revenue Analysis, Operations Management, Marketing, Time Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Salesforce.com, IT Outsourcing, Information Technology, Analysis, Leadership
Education
Castleton University
Bachelor of Science, Management
Seton Hall University
VSGi January 2014 - Present
VSGi January 2012 - December 2013
VSGi February 2010 - January 2012
Working Media Group 2008 - 2009
Merrill Lynch 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2003 - 2007
Skills
Medicine, Salesforce.com, Video Conferencing, Higher Education, Cold Calling, Solution Selling, Sales Management, Unified Communications, Sales Process, Direct Sales, Telepresence, Building Relationships, Account Management, Tandberg, Audio Conferencing, VoIP, SIP, Telecommunications, Collaboration Solutions, SaaS, AV, Telephony, Managed Services, Channel Partners, Sales, Cloud Computing, Digital Signage, Customer Retention, Integration, Management, Cisco Technologies, Professional Services, Business Development, Selling, Strategic Partnerships, Go-to-market Strategy, Marketing, Channel Sales, Lead Generation, Marketing Strategy, Sales Presentations, Enterprise Software, Webinars, CRM, Program Management, WebEx, Resellers, Product Marketing, Partner Management, Sales Operations
Education
Canisius College
Finance
Canisius High School
Pathgather June 2014 - Present
Vendormate, Inc. September 2013 - June 2014
Pathgather May 2013 - June 2014
Vendormate, Inc. March 2012 - August 2013
Vendormate, Inc. January 2012 - March 2012
Vendormate, Inc. August 2011 - January 2012
Snowbound Software January 2011 - August 2011
Snowbound Software May 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) October 2009 - May 2010
Strategic Staffing Solutions January 2009 - March 2009
Skills
Business Development, SharePoint, Cloud Computing, Product Development, Microsoft Office, PowerPoint, Access, Salesforce.com, SaaS, Solution Selling, Account Management, Direct Sales, Sales, Marketing, Sales Process, Enterprise Content..., Lead Generation, Software Industry, CRM, New Business Development, Negotiation, Selling, Strategy, Management
Education
College of Charleston 2004 — 2008
BA, Business Administration
Tabor Academy 2001 — 2004
John Hancock Life Insurance Company (U.S.A.) December 2009 - Present
Berluti & McLaughlin LLC September 2007 - December 2009
Rhode Island Supreme Court September 2006 - August 2007
Rubin and Rudman LLP 2005 - 2006
Rubin and Rudman LLP 2005 - 2006
Skadden Arps 2001 - 2003
Skills
Tax, Estate Planning, Insurance Planning, Irrevocable Life..., Succession Planning, Litigation, Legal Research, Asset Protection, Financial Planners, Trusts, Life Insurance, Small Business, Estate Law, Estate Tax Planning, Financial Advisory, Financial Planning, Legal Writing, Employee Benefits, Fixed Annuities, Mediation, Corporate Law, Civil Litigation, Commercial Litigation, Insurance
Education
New York University School of Law 2015 — 2019
Master of Laws (LLM), Taxation
Suffolk University Law School 2003 — 2006
Juris Doctor
Colby College 1997 — 2001
B.A., History, Mathematics
Baxter Healthcare Corporation August 2014 - Present
Baxter Healthcare Corporation February 2013 - July 2014
Archer Daniels Midland January 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Baxter Healthcare Corporation June 2010 - August 2010
Skills
Leadership, Process Improvement, Data Analysis, PowerPoint, Microsoft Office, Financial Analysis, Financial Reporting, Accounting, Operations Management, Financial Modeling, Strategic Financial..., Microsoft Word, Strategic Planning, Trading, Microsoft Excel
Education
Butler University 2009 — 2011
Bachelor, Finance
University of Vermont 2007 — 2009
Business
Pinney Insurance Center, Inc April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2005 - April 2012
Unum October 1998 - December 2004
Syncor International Corporation May 1994 - October 1998
Skills
Insurance, Life Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Whole Life
Education
California State Polytechnic University-Pomona 1988 — 1993
Bachelor of Arts (B.A.), Behavioral Sciences
The American College
Chartered Life Underwriter
Hunter College May 2013 - Present
Hunter College August 2012 - May 2013
Hunter College August 2011 - May 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2011
Ithaca Fund August 2010 - May 2011
Simon and Schuster June 2010 - August 2010
YMCA May 2008 - May 2010
Ithaca College September 2008 - December 2009
Jackson Heights Poetry Festival May 2009 - August 2009
Education
Hunter College 2011 — 2013
MFA, Creative Writing
Ithaca College 2007 — 2011
Bachelor of Arts, Writing, Spanish, Art
Catholic Central High School 2003 — 2007
LPL Financial June 2013 - Present
LPL Financial July 2012 - June 2013
LPL Financial June 2010 - July 2012
Wells Fargo Advisors, LLC 2007 - 2009
J.P. Morgan May 2006 - November 2007
John Hancock Life Insurance Company (U.S.A.) September 2003 - April 2006
Skills
Series 7, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Long-term Care, 401k, Investments, Estate Planning, Financial Services, Asset Managment, Portfolio Management, Financial Planners, Retirement, Recruiting, Sourcing, Banking, Serious Gaming, Qualitative Research, Pensions, Alternative Investments, Asset Management, Capital Markets, Relationship Management, IRAs, Variable Annuities, Investment Management, Shaft Sinking, Disability Insurance, Long Term Care Insurance, Insurance, Finance, Fixed Income, FINRA, Equities, Financial Risk, Life Insurance, Wealth, Employee Benefits, Bonds, 401k Rollovers, Uniform Combined State..., ETFs
Education
Canisius College 1998 — 2002
Bachelors, Management
Running Wild August 2015 - Present
Aquilent September 2014 - June 2015
City Sports November 2013 - August 2014
Northeastern University Office of Alumni Relations March 2012 - August 2014
John Hancock July 2011 - November 2013
John Hancock Lead Dog Program 2011 - November 2013
John Hancock July 2009 - July 2011
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Sothebys International Realty July 2007 - January 2008
Skills
Omniture, Dreamweaver, E-commerce, Email Marketing, Web Content Management, Salesforce.com, Marketing Communications, Leadership, Online Marketing, Social Media, PowerPoint, Photoshop, Social Media Marketing, Social Networking, Facebook, Management, Teamwork
Education
Northeastern University 2007 — 2009
Communications
Cape Cod Community College 2005 — 2007
Journalism
Emagine October 2011 - Present
Self-employed October 2001 - Present
State Street Bank May 1999 - September 2001
State Street Bank May 1998 - January 1999
SYBASE, Inc. November 1997 - April 1998
Cornelia Connelly School September 1995 - June 1997
Richfood November 1994 - May 1995
Putnam Investments 1993 - 1994
John Hancock Life Insurance Company (U.S.A.) February 1989 - August 1992
D & N Systems/SQL Solutions November 1988 - February 1989
Skills
Lead Generation, PPC, Online Advertising, SEM
Education
Boston College 1990 — 1993
MST, Math/Education
College of the Holy Cross 1983 — 1987
BA, Mathematics
John Hancock Life Insurance Company (U.S.A.) 2000 - Present
Skills
ARPS – SPARKS..., CRM, Project Management, Pensions, Retirement Planning, Series 7, Series 63, Retirement, Financial Advisory, Mutual Funds, Leadership, 401k, Series 6, Finance, Wealth Management, Financial Services, Asset Allocation
Education
Columbia College Chicago
Bachelor of Arts (B.A.), Communication and Media Studies
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
The Hartford September 2009 - August 2012
PartnerComm, Inc. April 2008 - August 2009
MFS Investment Management October 1995 - March 2008
Mercer November 1983 - January 1993
Skills
Client Relationship..., Client Retention, Event Management, Retirement, 401k, Plan Design, Marketing Communications, Employee Benefits, CRM, Account Management, Business Planning, Strategic Communications, Management, Mutual Funds, Human Resources, Customer Retention, Series 63, Series 7, Relationship Management, Retirement Planning, Insurance, Financial Services, Investments
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Accounting
Central Michigan University
Masters of Science in Administration, Human Resources
Prudential Financial December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2004 - November 2011
Skills
Wholesaling, Annuities, Financial Advisory
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC
West Chester University of Pennsylvania 1991 — 1993
MBA, Business Administration
Penn State University 1982 — 1986
BS, Mechanical Engineering
athenahealth March 2014 - Present
athenahealth March 2012 - Present
McKesson Health Solutions May 2010 - January 2012
McKesson Health Solutions July 2004 - May 2010
Sky Cycle, Inc December 2001 - October 2003
John Hancock Life Insurance Company (U.S.A.) December 1998 - December 2001
Education
Clark University 2005 — 2008
University of Massachusetts, Amherst 1995 — 1998
Radcliffe Capital Management, LP April 2012 - Present
LBC Credit Partners, Inc. August 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2009 - January 2011
John Hancock Life Insurance Company (U.S.A.) June 2007 - March 2009
Skills
Credit Analysis, Fixed Income Research, Private Placements, Investments, Portfolio Management, Fixed Income, Bonds, Securities, Credit, Underwriting, Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Corporate Finance, Excel, Due Diligence, High Yield, Middle Market, Leveraged Finance, Buyouts, Security Analysis
Education
Colby College 2003 — 2007
BA, Mathematics, Administrative Science
John Hancock Financial Services May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - April 2013
Aviva Canada January 2011 - September 2011
Co-Operators Insurance Group May 2010 - January 2011
Standard Life April 2009 - September 2009
Skills
Actuarial Science, Life Insurance, Insurance, Pensions, Underwriting, Property & Casualty..., General Insurance, Investments, VBA, Risk Management, Financial Analysis, Employee Benefits, Financial Modeling, Retirement, Financial Risk, Health Insurance, Valuation, Fixed Annuities, SAS, Strategic Financial..., Finance, Enterprise Risk..., Banking, Statistics, Portfolio Management
Education
Concordia University 2006 — 2010
Bachelor in Actuarial Mathematics Minor in Finance
John Molson School of Business at Concordia University 2006 — 2007
Bachelor of Commerce, Finance
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2011 - March 2013
John Hancock July 2007 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) June 2004 - May 2005
Skills
Marketing, Relationship Management, Financial Services, Email Marketing, Fixed Annuities, Direct Marketing, Life Insurance
Education
College of the Holy Cross 1999 — 2001
BA, Art
new opportunities 2012 - Present
Lycos, Inc. 2009 - 2012
Lycos, Inc. 2006 - 2009
Lycos, Inc. 1999 - 2006
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Skills
Project Management, Web Development, Product Management, HTML & CSS, XML, Website Design &..., Web Content Management, Technical Support, Social Media, IT Strategy, Team Building, Leadership, Negotiation, Customer Service, Vendor Relationships, Proposal Writing, Communications &..., Mentoring, Trend Analysis, CSS, HTML, Information Architecture
Education
Clark University
Computer Graphics and Web Design Certificate
University of New Hampshire
Bachelor of Science (B.S.)
Monument Group, Inc. September 2011 - Present
Brown Brothers Harriman 2009 - November 2011
Brown Brothers Harriman 2005 - 2009
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Metropolitan Life Insurance Company 1997 - 2003
Goodwin Procter LLP 1991 - 1997
Education
University of Chicago Law School
Juris Doctor, Managing Editor, The Legal Forum (one of the school’s two legal journals)
College of the Holy Cross 1983 — 1987
A.B. Degree, Classics, cum laude
The Humanities Foundation & James Doran Company December 2014 - Present
The Humanities Foundation & James Doran Company June 2012 - Present
Wall Street Capitol an Office of MetLife November 2009 - June 2012
John Hancock Life Insurance Company (U.S.A.) March 2009 - October 2009
RBC Bank August 2003 - February 2009
Skills
Retirement Planning, Insurance, Fixed Annuities, Mutual Funds, Underwriting, Real Estate Development, Real Estate Financing, Real Estate Transactions, Contractual Agreements, Budgets, Financial Analysis, Investments, Strategic Financial..., Life Insurance, Loans, Wealth Management, Credit, Banking, Portfolio Management, Credit Analysis, Asset Allocation, Small Business Lending, Real Estate
Education
Clemson University 1998 — 2002
BS, Financial Management
Bishop England High School 1994 — 1998
Dupaco Community Credit Union September 2013 - Present
Abowd and Rose Financial Group June 2012 - August 2013
CUNA Mutual Group October 2011 - May 2012
Midwest Associates, a general agency of Massachusetts Mutual Life Insurance Company(Mass Mutual) January 2011 - September 2011
MassMutual April 2008 - December 2010
John Hancock Life Insurance Company (U.S.A.) March 2000 - March 2008
Skills
Retirement, Long-term Care, Retirement Planning, Series 63, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Securities, Whole Life, Investments, Wealth, Finance, Series 7, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Series 6, Small Business, Health Insurance, 401k, Universal Life
Education
Coe College 1994 — 2001
Coe College 1995 — 1999
BA, Accounting, Economics, Business Admin.
Benton Community 1989 — 1997
Nuance Communications September 2011 - Present
The Forum Corporation September 2000 - October 2011
Unicare January 1997 - 2000
John Hancock Life Insurance Company (U.S.A.) 1994 - 1997
Skills
Salesforce.com, Webinars, Program Management, Project Management, Change Management, Team Leadership, Enterprise Software, Team Building, Cross-functional Team..., Process Improvement, Strategic Planning, Vendor Management, Business Analysis, Leadership
Education
Framingham State University 1989 — 1993
BS, Education
The George Washington University - School of Business
Graduate Certificate, IT Project Management, PMP Certified
Clark University
Graduate Certificate, Client Server Programming and Web Development
Dimensional Fund Advisors October 2004 - Present
John Hancock Life Insurance Company (U.S.A.) April 2001 - October 2004
Ernst & Young July 1999 - March 2001
Education
Colgate University 1995 — 1999
Economics
Jullie & Associates, PA March 2002 - Present
Transamerica Financial Advisors, Inc. Member FINRA, SIPC & Registered Investment Advisor March 2002 - Present
Integrity Financial Planning, Inc February 2002 - Present
John Hancock Life Insurance Company (U.S.A.) March 1999 - January 2002
Skills
Investments, Financial Advisory, Insurance
Education
College for Financial Planning 2007 — 2009
Masters of Science, Financial Analysis
Florida State University 1993 — 1997
Minor, Russian Language Studies
Florida State University - College of Business 1993 — 1997
Bachelor of Science, Multinational Business Operations
Florida State University - College of Business 1993 — 1997
Bachelor of Science, Finance
Constant Contact March 2015 - Present
John Hancock Financial Services August 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - March 2015
John Hancock Financial Services May 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2007 - May 2011
Fein Such Kahn & Shepard May 2004 - April 2007
Liccardi Motors June 2000 - March 2006
Skills
Insurance, Management, Litigation, Negotiation, Software Documentation, Project Management, Analysis, Contract Management, Budgets, Corporate Law, Legal Writing, Sales, Real Estate, Training, Risk Management, Business Analysis, Vendor Management, Process Improvement, Policy, Strategy, CRM, Document Drafting, Access, Contingent Workforce, Presentation Development
Education
Centenary College 2004 — 2006
MBA
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA
Jackson December 2005 - Present
ING November 2003 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2001 - November 2003
Skills
Series 7, Series 6, Series 63, Certified Fund..., Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, 401k, Investments, Securities, IRAs, Alternative Investments, Investment Advisory, Certified Financial...
Education
Oglethorpe University 2011 — 2013
Certificate in Financial Planning
College of the Holy Cross 1995 — 1999
Bachelor of Science, Environmental Science
Manulife (Singapore) Pte. Ltd. May 2015 - Present
Manulife Financial January 2011 - Present
Manulife Financial May 2013 - May 2015
John Hancock Life Insurance Company (U.S.A.) June 2009 - January 2011
Manulife Financial 2007 - 2009
ING 2005 - 2007
ING/Aetna May 1994 - December 2005
CIGNA Healthcare 1994 - 1997
Skills
Product Development, Pricing Strategy, Risk Management, ALM, Pricing, Financial Risk, Actuarial Science, Employee Benefits, Reinsurance, Life Insurance, Financial Modeling, Insurance, Enterprise Risk..., Valuation, Investments, Fixed Annuities
Education
University of Connecticut 1990 — 1994
BA - Summa Cum Laude, Actuarial Science
Central Connecticut State University
Middle School
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Rescue Me Organizer June 2007 - Present
John Hancock Life Insurance Company (U.S.A.) May 2009 - February 2012
BNI July 2007 - November 2010
NASDAQ- Carpenter Moore Insurance May 2006 - June 2007
Carpenter Moore June 2001 - May 2006
Safeco Insurance October 1997 - June 2001
Skills
Organizing, Insurance, Underwriting, Networking, Real Estate, Public Speaking, Customer Service, Sales, Training, Marketing, Small Business, New Business Development, Management
Education
California State University-Long Beach 1993 — 1996
BA, Speech Communications
Rio Hondo College 1989 — 1993
AS, Paralegal
BuckleySandler, LLP May 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
BankBoston June 1998 - June 1999
Skills
Alternative Dispute..., Legal Assistance, Legal Research, Litigation, Civil Litigation, Legal Writing, Document Review, Westlaw, Criminal Law, Financial Services, Courts, Corporate Law, Intellectual Property, Commercial Litigation, Mediation, Litigation Support, Appeals
Education
UNH School of Law 1995 — 1998
JD
City University of New York-John Jay College of Criminal Justice 1993 — 1994
MS
Northeastern University 1987 — 1991
BS, Criminal Justice/ Sociology
SBLI of Massachusetts March 2014 - Present
John Hancock Financial Services August 2011 - March 2014
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2011
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Northeastern University
BS, Economics
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
BostonCoach June 2006 - April 2008
Bank of America March 2002 - April 2005
Bank of America July 2000 - February 2002
Bank of America December 1998 - July 2000
Bank of America September 1996 - December 1998
Skills
Problem Solving, Listening Skills, Writing, Customer Service, Call Center, Documentation, Research, Long-Term Care Insurance, Group Long-Term Care..., Long Term Care Insurance, Microsoft Office, Microsoft Word, Outlook, Teamwork
Education
Wheelock College Graduate School 1987 — 1991
Master of Science, Child Development and Early Childhood Education
Colby Sawyer College 1977 — 1981
Bachelor of Science, Child Study
N2 Publishing 2013 - Present
Knox,Savage,Shaw and Associates 2013 - Present
hibu May 2011 - February 2013
Protection One 2003 - 2011
Verizon 2000 - 2003
American Capital Resource 1996 - 2000
Bank of America 1989 - 1996
Xerox 1987 - 1989
Heller Financial 1986 - 1987
John Hancock Life Insurance Company (U.S.A.) 1982 - 1986
Skills
Selling, Sales Process, New Business Development, Sales, Lead Generation, Training, B2B, Social Media, Cold Calling, Account Management, Social Media Marketing, Customer Service, Negotiation, Online Marketing, Sales Management, Business Development, Finance, Market Planning, Analytics, Start-ups, Advertising, Marketing, Strategy, Product Marketing, Social Networking, Online Advertising, Management, Marketing Communications, Sales Presentations, Strategic Partnerships, Entrepreneurship, Sales Operations, Team Building, SEO, Small Business, Leadership, Email Marketing, Marketing Strategy, Direct Sales, Customer Retention, Direct Marketing, Event Management, CRM, Digital Marketing, Creative Strategy, Team Leadership, Consultative Selling, Business Process, Website Construction, Customer Relations
Education
College of the Holy Cross 1972 — 1977
Bachelor of Science (BS)
Shaw High School East Cleveland Ohio
PSNH April 2009 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - June 2007
Manulife Financial September 2004 - June 2006
Education
Colgate University 1996 — 2000
Extra Space Storage April 2013 - Present
State Street May 2012 - January 2013
Kuni Automotive July 2009 - May 2012
IntelliQuote November 2008 - June 2009
Comcast April 2007 - April 2008
Comcast Cable October 2004 - April 2007
Comcast Cable October 2003 - October 2004
Ai Metrix August 2000 - October 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Skills
Benefits Administration, Employee Relations, Performance Management, Coaching, Labor Relations, Change Management, Interviewing, FMLA, Onboarding, Interviews, Succession Planning, Applicant Tracking..., Human Resources, Training, Technical Recruiting, Leadership, Employee Benefits, Deferred Compensation, Employee Engagement, Personnel Management, Talent Management, Recruiting, Organizational..., Employment Law, Hiring, Payroll, Policy
Education
California State University-Sacramento 1994 — 1995
Bachelors of Arts, Organizational Communication
Sonoma State University 1990 — 1993
Bachelor of Arts (BA), Communications
Notre Dame High 1986 — 1990
diploma
John Hancock Life Insurance Company (U.S.A.) March 2011 - Present
Edward Jones October 2008 - March 2011
Education
Caldwell College 1991 — 1995
Bachelor of Science (BS), Accounting and Business Administration
John Hancock John Hancock Financial ServicesJHFS1987 - Present
Manulife Financial 1987 - Present
John Hancock Financial Services 1987 - Present
John Hancock Life Insurance Company (U.S.A.) 1987 - Present
John Hancock 2004 - 2006
Skills
Life Insurance, Insurance, Financial Services, Series 63, Series 6, Risk Management, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Business Analysis, Investments, Vendor Management, Process Improvement
Education
Cambridge College 1996 — 1998
Master of Mgt, Business
DePuy Synthes (a Johnson & Johnson company) January 2015 - Present
DePuy Synthes (a Johnson & Johnson Company) May 2013 - Present
Talbots September 1999 - December 2011
AAA October 1993 - October 1999
AAA January 1989 - October 1993
John Hancock Life Insurance Company (U.S.A.) July 1982 - January 1989
Skills
Microsoft Certified..., Retail, Windows, Troubleshooting, Networking, Computer Hardware, Servers, Software Documentation, Microsoft Word, Outlook, Microsoft Excel, Inventory Management, Microsoft Office, Customer Service, Teamwork, PowerPoint, Event Planning, Catalogs, Oracle Applications, Windows 7, Budgets, Access, Accounts Payable, Customer Satisfaction, Data Entry, Management, Marketing, System Administration, Forecasting
Education
Clark University 1996 — 1997
IT Technology
Fisher College 1984 — 1985
Associate's degree, Business Administration
Incapital 2014 - Present
McKendry Snow Distributors September 2011 - September 2012
Ohio National Financial Services June 2009 - September 2011
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2009
Education
California State University-Los Angeles 1985 — 1991
Liberal Arts
San Diego State University-California State University 1985 — 1986
Liberal Arts
HESS International Educational Organization July 2010 - November 2012
John Hancock Life Insurance Company (U.S.A.) June 2009 - July 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Teaching, Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Marketing
Education
National Sun Yat-Sen University 2012 — 2013
Chinese Language
Carthage College 2006 — 2010
Bachelor of Arts (B.A.), International Political Economy
AT&T July 2000 - Present
MCI Worldcom July 1994 - June 2000
John Hancock Life Insurance Company (U.S.A.) September 1993 - May 1994
Skills
Managed Services, Telecommunications, Data Center, Telephony, Unified Communications, Solution Selling, VoIP, Wireless
Education
California State University-Chico 1989 — 1993
Business Administration / Politcal Science, Legal studies
Level 3 Communications March 2015 - Present
Bain & Company September 2013 - December 2014
Bain & Company January 2012 - August 2013
Bain & Company June 2010 - August 2010
John Hancock July 2007 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2004 - June 2007
Colgate University August 2002 - May 2003
Skills
Strategic Consulting, Valuation, Financial Analysis, Analytics, Financial Modeling, PowerPoint, Excel, Business Strategy, Management Consulting, Strategy, Competitive Analysis, Due Diligence
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Colgate University 1998 — 2002
BA, Economics, Mathematics
National Grid March 2014 - Present
Boston Scientific September 2013 - February 2014
John Hancock Life Insurance Company (U.S.A.) February 2010 - March 2013
Fresenius Medical Care June 2009 - February 2010
Fidelity Investments 2000 - 2009
Hanover Insurance (formerly Allmerica Financial) 1998 - 2000
UMass Memorial Healthcare 1997 - 1998
Hanover Insurance (formerly Allmerica Financial) 1996 - 1997
Commerce Insurance 1990 - 1996
Skills
SDLC, Program Management, Process Improvement..., Agile & Waterfall..., PMO, Waterfall, Business Intelligence, Product Management, Change Management, Process Improvement, Leadership, Strategy, Management, Business Analysis, Budgets, Project Management, Vendor Management, Cross-functional Team..., PMP, Project Portfolio..., Software Project..., Business Process..., Requirements Gathering, Business Requirements, Analytics, Requirements Analysis, Resource Management, Visio, Agile Project Management
Education
College of the Holy Cross 1981 — 1985
BA, English
The George Washington University 1999 — 2001
Professional Certificate, Masters Certificate in Project Management
St. Mary's High School, Worcester MA
MassMutual Financial Group 1991 - Present
John Hancock Life Insurance Company (U.S.A.) 1986 - 1991
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science (BS), Finance, Marketing
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
The Phoenix Companies 2007 - June 2009
Education
Concordia University 1993 — 1996
BSc, Actuarial Mathematics
John Hancock Life Insurance Company (U.S.A.) November 2011 - Present
National Grid October 2010 - November 2011
National Grid June 2006 - October 2010
National Grid USA 2000 - May 2006
BankBoston 1996 - 2000
John Hancock Life Insurance Company (U.S.A.) 1985 - 1995
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Incident Management, Vendor Management, Data Center, IT Strategy, SDLC, IT Service Management, Business Process, Governance, Program Management, ITIL, Change Management, Business Analysis, Enterprise Architecture, Process Improvement, Enterprise Software, Solution Architecture
Education
Castleton State College 1978 — 1982
Bachelor's degree, Business Administration and Management, General
Wagar High School 1973 — 1977
MAssachusetts Real Estate Group December 2009 - Present
Century 21 June 2009 - December 2009
Goldman Sachs March 2005 - May 2009
Commonwealth Annuity and Life Insurance Company 2005 - 2009
Liberty Mutual Insurance February 2004 - February 2006
John Hancock Life Insurance Company (U.S.A.) February 1992 - February 2004
Hasbro 1987 - 1989
Skills
Short Sales, Accounting, Foreclosures, Investment Properties, Selling, Home, Condos, First Time Home Buyers, Negotiation, Residential, Real Estate Transactions, Sellers, Single Family Homes, First Time Buyers, HUD, Buying, Financial Analysis, Real Estate Finance, Insurance, Investments, Real Estate Negotiation, Corporate Finance, corporate accounting, Financial Systems, Microsoft Office, microsoft excel, rentals, GRI, Real Estate, Buyer Representation, Listings, Distressed Property, New Homes, Townhomes, Resale, Realty, Referrals, Relocation, Real Estate Investment, Leases, Real Property, Luxury, REO, Buyers, Brokerage, New Home Sales, International Real..., Real Estate Financing, Rentals, ABR
Education
Canisius College
BS, Business
Villa Maria Academy
College/University Preparatory and Advanced High School/Secondary Diploma Program
John Hancock Investments May 2014 - Present
John Hancock Mutual Funds January 2012 - Present
John Hancock Financial Services 2013 - May 2014
John Hancock Financial Services January 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
John Hancock, USA January 2005 - December 2010
The Hartford May 1998 - December 2002
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Fixed Annuities, Securities, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Relationship Management, Investment Advisory, Series 66, Investment Strategies, Alternative Investments, Life Insurance, 401k, FINRA, IRAs, Investment Management, Series 24, Wealth Management..., Bonds, Estate Planning, Uniform Combined State..., Asset Management, Fixed Income, Pensions
Education
California State University-Long Beach 1988 — 1992
B.A. Finance, Finance, General
California State University-Long Beach
John Hancock Life Insurance Company (U.S.A.) September 2005 - Present
Compton Consulting 1999 - 2005
business and financial articles 1988 - 1999
Euromoney Institutional Investor 1980 - 1988
Skills
Relationship Management, Financial Services, Marketing, Marketing Communications, Mutual Funds, Public Relations, Social Media, Investments, Press Releases, Insurance, Wealth Management, Series 7, Series 63
Education
Columbia University - Columbia Business School
MBA
Columbia University - Graduate School of Journalism
MS, Journalism
Mount Holyoke College
Bachelor of Arts (BA), English Language and Literature, General
New Trier East
The Hartford October 2013 - Present
ISO New England March 2013 - October 2013
XL Group November 2012 - February 2013
Phoenix Wealth Management Ltd February 2012 - August 2012
Prudential Financial March 2011 - February 2012
Travelers June 2010 - March 2011
ING Nederland January 2010 - March 2010
VERTEX, Inc. January 2007 - February 2010
National Life Group June 2001 - January 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Business Requirements, Business Analysis, Business Process..., Project Management, MS Project, Software Quality..., Quality Management, Use Case Diagrams, Use Case Analysis, Context Diagrams, SQL, Visio, Microsoft Word, Microsoft Excel, Vantage-One, Navisys, Systems Analysis, Quality Assurance, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Waterfall, Business Process, User Acceptance Testing, Process Improvement, Gap Analysis, Software Project..., Business Intelligence, Insurance, Software Documentation, PMP, Mainframe, Functional..., Financial Services, Data Warehousing, Change Management, Resource Management, Access, Risk Management, Consulting, Business Process..., Data Modeling, Analysis, Quality Center, Data Analysis, Crystal Reports, Business Process Mapping, Test Planning, Requirements Management
Education
Northwestern University 1981 — 1984
BS, Business
Colorado State University 1977 — 1979
Massachusetts Institute of Technology (MIT) July 2015 - Present
Massachusetts Institute of Technology (MIT) May 2014 - July 2015
Neuberger Berman November 2009 - April 2014
Northwestern Mutual January 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) June 2005 - December 2006
John Hancock Life Insurance Company (U.S.A.) June 2001 - June 2005
Merrill Lynch May 2000 - May 2001
Skills
Financial Services, Research Administration, Series 7, Series 63, Office Management, Outlook, Pre-award, Series 6, Insurance, SAP, Travel Planning, CRM, Organization, Microsoft Word, Event Planning, PowerPoint, Account Reconciliation, Microsoft Excel, Finance, Spreadsheets, series 66, Marketing, Salesforce.com, Siebel, NIH
Education
Champlain College 1996 — 2000
BS, Business
John Hancock Life Insurance Company (U.S.A.) BAFidelity Investments2005 - 2006
Skills
SDLC, Business Analysis
Education
Clark University 1976 — 1980
BA, Biology and Psychology
John Hancock Retirement Plan Services August 2015 - Present
Vanguard November 2013 - Present
ING March 2012 - September 2013
Standard Insurance Company August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2006 - December 2009
Apex Systems May 2006 - September 2006
Great-West Retirement Services December 2005 - April 2006
Denver Health January 2005 - May 2005
Janus Capital Group May 2001 - July 2004
ProSavvy January 2000 - January 2001
Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License
Education
Columbia College 1996 — 2001
Business Administration, Business
Prudential Financial December 2014 - Present
Penn Mutual September 2008 - December 2014
Good News Garage September 2006 - January 2010
Hartford Life February 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2007 - February 2008
The Hartford April 2006 - November 2006
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Series 6, Health Insurance, Long-term Care, Whole Life, Employee Benefits, Health Savings Accounts, Retirement Planning, Golf, Customer Service, Microsoft Office, Non-profits, Problem Solving, Sports, Athletics, 401k, Investments, Retirement, Financial Planning
Education
Central Connecticut State University 2001 — 2005
BA, Communication
EMSI December 2012 - Present
Millennium Physician Group January 2011 - December 2011
MetLife June 2004 - April 2010
MetLife July 2001 - April 2010
MetLife June 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) May 1997 - August 1997
Education
southwest florida college 2010 — 2011
Associate's degree, Health Information/Medical Records Administration/Administrator
Centenary College 1997 — 2001
BA, Psychology
Centenary College 1997 — 2001
Associate's degree, Business Administration and Management, General
Centenary College 1997 — 2001
Centenary College 1997 — 2001
EBSCO Publishing January 2014 - Present
EBSCO Publishing September 2011 - December 2013
MassMutual Financial Group April 2011 - August 2011
MassMutual Financial Group March 2009 - July 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - December 2008
MassMutual Financial Group August 2007 - September 2008
Almac Group May 2006 - June 2007
Supply Insight Inc November 2005 - April 2006
Skills
Java, SQL, Quality Center, Testing, SDLC, Web Services, Software Quality..., XML, Requirements Analysis, Quality Assurance
Education
Clemson University 2004 — 2006
Master of Science, Mechanical Engineering
Purdue University 2002 — 2004
Master of Science, Industrial Engineering
PSG College of Technology 1998 — 2002
Bachelor of Engineering, Mechanical Engineering
Morgan Keegan & Company May 2005 - December 2010
J.C. Bradford & Company November 1998 - April 2005
John Hancock Life Insurance Company (U.S.A.) January 1996 - October 1998
Education
College of Charleston 1993 — 1995
Bachelor of Arts (B.A.), American History (United States)
Christ School, Arden, North Carolina 1990 — 1991
Honors
Porter-Gaud School 1978 — 1989
John Hancock Insurance October 2014 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - September 2014
State Farm Insurance April 2008 - April 2011
Skills
Insurance, Sales, New Business Development, Property & Casualty..., Customer Service, Life Insurance, Microsoft Excel, Disability Insurance
Education
Canisius College 2010 — 2013
Masters, Business Administration
Niagara University 2007 — 2010
Bachelors of Arts, Psychology
Fearless Flirt Designs January 2008 - Present
John Hancock Life Insurance Company (U.S.A.) January 2006 - Present
Royal Bank of Canada January 2003 - January 2006
Skills
Client Service, Pensions, 401k, Visual Arts, Jewelry Making, Financial Services, Client Services, Retirement Planning, Retirement, Investments, Handmade Jewelry, Insurance, Employee Benefits, Relationship Management, Risk Management, Banking, Life Insurance
Education
Humber College 2013 — 2014
Adult Teacher/Trainer Certification, Adult and Continuing Education and Teaching
Centennial College 2002 — 2002
Visual Arts
Seneca College of Applied Arts and Technology 1994 — 1996
Travel & Tourism
RH King Academy 1989 — 1994
Liazon July 2015 - Present
LifeCare Chiropractic PC January 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) October 2001 - August 2011
Jewish Community Center of Greater Buffalo August 2001 - October 2001
Buffalo Dental Group May 2000 - May 2001
Step In Time School Of Dance 1984 - 2001
Reeds Jewelers November 1999 - March 2000
Radisson Hotel and Suites August 1999 - October 1999
TGI Fridays August 1999 - September 1999
TGI Fridays September 1995 - August 1999
Skills
Disability Insurance, Series 6, Insurance, Retirement, Life Insurance, Series 63, Retirement Planning, Mutual Funds, Fixed Annuities, Financial Services
Education
SUNY at Buffalo 2011 — 2013
Exercise Science
Canisius College 1989 — 1991
Marketing/Marketing Management, General
Erie Community College 1988 — 1989
Liberal Arts and Sciences/Liberal Studies
John Hancock Financial Services October 2013 - Present
Ernst & Young Orenda Corporate Finance March 2013 - October 2013
John Hancock Life Insurance Company (U.S.A.) August 2007 - March 2013
John Hancock Life Insurance Company (U.S.A.) May 2004 - August 2007
Skills
Mutual Funds, Series 63, Series 6, 401k, Series 7, Investments, Series 24, Securities, Financial Services, Retirement, AML, Alternative Investments, Pensions
Education
Ryerson University 2001 — 2003
B.Comm, Finance - Law Minor
Centennial College 1998 — 2001
Business Administration, Business
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
State Street Corporation August 2008 - April 2010
Skills
Series 7, Equities, Securities, Mutual Funds, Series 63, Bloomberg, Finance, Auditing, Alternative Investments, Strategic Financial..., Hedge Funds, Derivatives, Financial Advisory, Series 6, Private Equity, Due Diligence, Credit Analysis, Equity Derivatives, Funding
Education
New England Business Education Systems 2010 — 2011
Advanced Bookkeeping Program, Green and Managerial Accounting
Bryant University 1999 — 2003
Bachelor of Science, Finance, Psychology, 3.77
Università degli Studi di Roma 'La Sapienza' 1975 — 1979
Humanities
Bunker Hill Community College
Associate, Business Administration, Computer Programming
AIR Worldwide January 2005 - Present
John Hancock Life Insurance Company (U.S.A.) 2002 - 2005
Skills
Reinsurance, Insurance, Property & Casualty..., Underwriting, Actuarial Science, Risk Management, Financial Risk, Solvency II, Catastrophe Modeling, Enterprise Risk..., Predictive Modeling, General Insurance, Portfolio Management
Education
Colby College 1992 — 1996
BA, Economics
Benefit Outsourcing Solutions February 2008 - March 2010
Blue Cross Blue Shield of Michigan February 2008 - February 2008
Buck Consultants 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1980 - 1985
John Hancock Life Insurance Company (U.S.A.) 1980 - 1985
Education
Cleveland State University 1971 — 1977
Masters, Education Administration
The Defiance College 1966 — 1970
Bachelor of Arts, Mathematic
Covidien January 2012 - Present
Xanodyne Pharmaceuticals February 2002 - March 2012
Pitney Bowes January 2001 - February 2002
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2001
Education
University of Central Oklahoma - College of Business Administration 1995 — 1999
Business Administration, Finance
John Hancock Life Insurance Company (U.S.A.) January 2006 - Present
State Farm Agent May 2002 - September 2004
GBC. June 1996 - May 2002
FamilyLife January 1990 - July 1996
Skills
Investments, Mutual Funds, Financial Services, Series 7, Wealth Management, Equities, Retirement Planning, Fixed Income, Series 63, Asset Management, Portfolio Management, Securities, Risk Management, Alternative Investments, Insurance, Management
Education
California State University, Fresno
History/political Science, Behavioral Sciences
University of Hawaii at Manoa
Education
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
University of Saint Joseph October 2008 - June 2012
Music Makers Academy May 2008 - August 2009
Mother Goose Child Care Center September 2007 - August 2008
Parkville Elementary School January 2007 - June 2007
Carnegie Mellon University May 2005 - August 2005
Skills
Community and Mental..., Prezi, Microsoft Office, Typing
Education
Penn State University 2013 — 2016
Master's degree, Human Resources Employment Relations
Saint Joseph College 2009 — 2011
Continuing Education Certificate, Human Resources
Carnegie Mellon University 2002 — 2006
BFA, Vocal Performance
Boehringer Ingelheim November 1982 - Present
John Hancock Life Insurance Company (U.S.A.) July 1980 - November 1982
NYC Board of Education September 1978 - June 1980
Skills
Cardiology, Pulmonology, Hospital Sales, Managed Care, Urology, Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Neurology, Rheumatology, Endocrinology
Education
City University of New York-Herbert H. Lehman College 1973 — 1978
Bachelor of English, English
Long Island City High School 1970 — 1973
Bank of America February 2008 - Present
John Hancock Life Insurance Company (U.S.A.) February 2002 - December 2007
Education
Cleveland State University
Altria Group Distribution Company December 1988 - Present
Philip Morris, USA January 2000 - January 2004
Philip Morris, USA April 1999 - January 2000
Philip Morris, USA December 1988 - March 1999
John Hancock Life Insurance Company (U.S.A.) June 1984 - October 1988
Skills
Sales Operations, Sales Management, Sales, Key Account Development, Consumer Products, Trade Marketing, Key Account Management, Forecasting, FMCG, Account Management, Sales Presentations, Competitive Analysis, Pricing, Brand Management
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
City University of New York City College 1978 — 1980
Marketing, 3.0
Universidad de Puerto Rico 1976 — 1978
Marketing/Marketing Management, General, 3.0 GPA
John Hancock Life Insurance Company (U.S.A.)
Skills
Mutual Funds, Financial Services, SDLC, Fixed Annuities, Business Analysis, Vendor Management, Retirement Planning, Fixed Income, Risk Management, Investments, Insurance, Securities, Asset Allocation
Education
College of the Holy Cross
Bachelor's degree, Mathematics
Beth Israel Deaconess Medical Center February 2015 - Present
KNF&T Staffing Resources September 2014 - January 2015
Unit Secretary Intern June 2014 - September 2014
A October 2013 - February 2014
SNI Companies / Technology April 2013 - September 2013
John Hancock Life Insurance Company (U.S.A.) August 2012 - January 2013
Year Up 2012 - 2013
Brookstone October 2011 - March 2012
Piercing Pagoda July 2011 - October 2011
Godiva Chocolatier July 2010 - June 2011
Skills
Ability to think..., Seasoned professional..., Customer Service, Cashiering, Retail, Visual Merchandising, Retail Sales, Merchandising, Loss Prevention, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Management, Finance, Microsoft Office
Education
Cambridge College 2012 — 2013
Year Up, Inc 2012 — 2013
B.S, Business Management
Cambridge Rindge and Latin 2004 — 2007
Diploma
PNC Investments 2014 - Present
PNC Wealth Management 2014 - 2014
PNC Wealth Management January 2012 - 2014
PNC July 2007 - January 2012
PNC Investments August 2006 - June 2007
Edward Jones January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2005 - January 2006
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Garden City Group January 2013 - May 2013
Washington State Office of the Attorney General January 2012 - May 2012
University Legal Assistance January 2011 - May 2011
Spokane Neighborhood Action Partners May 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2006 - 2009
Skills
Legal Research, Legal Writing, Education Law, Elder Law, Torts, Client Counseling, Employment Law, Legal Compliance, Employment Contracts, Drafting Policies
Education
Gonzaga University School of Law 2009 — 2012
Juris Doctor, cum laude
Colgate University 2002 — 2006
Bachelor of Arts (B.A.)
Université de Bourgogne 2005 — 2005
John Hancock Life Insurance Company (U.S.A.) July 2006 - Present
Skills
Wholesale, Public Speaking, Building Relationships, Sales, Sales Presentations, Networking
Education
Clemson University 2002 — 2006
Bachelor of Science (BS), Marketing
St. Albans Global Management May 2012 - Present
Stifel Financial Corp. November 2010 - May 2012
Stifel Financial Corp. November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - November 2006
State Street October 2001 - May 2003
Skills
Financial Modeling, Stock Picking, Oil/Gas, Partnerships, Energy Industry, Master Limited..., Financial Analysis, NGL, Natural Gas, Equity Research, Bloomberg, FactSet, Microsoft Excel, CFA, Series 7, Utility Industry, SEC filings, Due Diligence, Asset Management, Capital Markets, Chartered Financial..., Portfolio Management, Valuation
Education
Harvard University 2002 — 2002
Coursework, Derivatives
Colorado State University 1997 — 2001
Bsc, Finance, General
CFA Institute
CFA Institute