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
Noble Group October 2014 - Present
Concierge Wealth Management May 2014 - December 2014
Morgan Stanley January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Analysis
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration: Finance
Fundação Getulio Vargas 2013 — 2013
Certificate Doing Business In Brazil, Emerging Markets, A
Associated Bank September 2008 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - August 2008
Ameriprise Financial Services, Inc. January 2006 - July 2007
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Investments, Loans, Asset Managment, Investment Banking, Equities, Due Diligence, Commercial Banking, Underwriting, Analysis, Asset Allocation, Cash Flow, Banking, Financial Services, Commercial Lending, Retirement, Treasury Management
Education
Hamline University 2001 — 2005
Bachelor of Arts (B.A.), International Business
Chartered Financial Analyst Institute
Chartered Financial Analyst
Studying PMP, Edwards Demming, Taiichi Ohno June 2015 - Present
PMP studies and Linkedin groups December 2011 - Present
Santander Bank, N.A. February 2015 - May 2015
Lancaster General Hospital June 2014 - February 2015
CompuCom August 2013 - December 2014
Commonwealth of Pennsylvania August 2013 - October 2013
Math U See April 2013 - August 2013
Hewlett-Packard February 2013 - March 2013
Hershey Entertainment & Resorts November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) September 2008 - January 2009
Skills
Data Migration, Systems Analysis, Leadership, Management, Liaison, Rollout, Software, Servers, Visio, SharePoint, SDLC, Software Project..., Business Analysis, Quality Assurance, Project Management, Integration, VMware, IT Management, Network Administration, Testing, VPN, Hardware, Networking, Analysis, Software Documentation, Requirements Analysis, Process Improvement, SQL, Databases, Business Process, Microsoft Technologies, Requirements Gathering, Change Management, Blackberry Enterprise..., Business Intelligence, Business Process..., MS Project, Agile Methodologies, Project Planning, Disaster Recovery, Team Leadership, Business Requirements, IT Strategy, IT Service Management, User Acceptance Testing, Database Design, Project Delivery, System Deployment, Troubleshooting, Help Desk Support
Education
Nassau Community College 1971 — 1973
AS, Computer Science
Gordon College 1976 — 1978
Bachelor's degree, Economics and Business
Nassau Community College 1982 — 1983
AS, Computer science
Gordon College 1978 — 1980
BA, Economics and Business
FM Global February 2011 - Present
State Street November 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - June 2007
Strategic Risk Solutions May 2001 - May 2003
Atlantic Mutual Companies April 1999 - May 2001
US Air Force April 1991 - April 1995
Skills
Brokers, Property & Casualty..., Insurance, Liability, Risk Management, Claim, Commercial Insurance, Underwriting, Reinsurance
Education
Georgia College and State University 1997 — 2001
BBA, Risk Management and Insurance
Merck & Co., Inc. March 2015 - Present
Merck & Co., Inc. August 2005 - March 2015
PDI, Inc. 2003 - 2005
Johnson Brothers Of Iowa 1999 - 2003
Paramount Distributing 1995 - 1999
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Skills
Sales, Pharmaceutical Sales, Endocrinology, Cardiology, Diabetes, Hypertension, Atherosclerosis, Gastroenterology, Internal Medicine, Managed Care, Neurology, Pharmaceutical Industry, Product Launch, Sales Management, Selling
Education
Illinois State University 1992 — 1993
Bachelor of Science, Marketing
Aetna December 2014 - Present
Catamaran December 2013 - December 2014
Catamaran December 2011 - December 2013
Charles Schwab December 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Alpha Gamma Delta November 2009 - May 2010
Sycamore Hills Golf Club May 2001 - August 2009
Stifel Nicolaus June 2008 - August 2008
Alpha Omicron Pi August 2007 - December 2007
Sycamore Hills Golf Club June 2006 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, Time Management, Management, Access, Analysis, Leadership, Analytics, Budgets, Sales, PowerPoint, Customer Service, Process Improvement, Investments, Pharmacy Benefit..., Microsoft Word, Employee Benefits, Microsoft Office, Research, Strategic Planning, Teamwork, Business Analysis, Training, SAS, Marketing, Software Documentation, Accounting, Financial Reporting, Corporate Finance, Organization &..., SAS programming, Underwriting, Pharmacy, Business Development, PBM, TM1, Planning Budgeting &..., Financial Variance..., Pricing, Strategic Financial..., Financial Forecasting, Competitive Analysis, Project Management, KPI Dashboards, Healthcare Analytics, Healthcare Industry
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor's, Business; Accounting and Finance
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance
Northern Trust Asset Management March 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.) May 2011 - December 2011
John Hancock January 2008 - May 2011
Guardian Life Insurance 2003 - 2008
Guardian Life Insurance 2003 - 2008
Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA
Education
Harvard University 2009 — 2011
ALM, Management
James Madison University - College of Business 1998 — 2002
BS, Marketing
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Hire Dynamics August 2015 - Present
Hire Dynamics July 2014 - Present
Coyote Logistics August 2011 - June 2014
Coyote Logistics March 2011 - August 2011
Coyote Logistics August 2010 - March 2011
Coyote Logistics September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - May 2008
Skills
Sales, Cold Calling, Highly motivated..., Problem Solving, Organization, Adaptability, Competitive, Account Management, Customer Service, Lead Generation, Transportation, Direct Sales, Salesforce.com, Leadership, New Business Development, Supply Chain Management, LTL, Pricing, Logistics, Transportation..., Email Marketing, Management, Marketing
Education
Georgia Southern University - College of Business Administration 2001 — 2006
BBA, Finance
Incapital January 2015 - Present
AARP Services, Inc. September 2014 - Present
Halstatt LLC January 2013 - Present
Manulife Financial May 2009 - May 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - May 2010
Education
Georgetown University Law Center 1980 — 1983
JD
Harvard College 1974 — 1978
AB, Economics
Hawken School, Cleveland, OH 1970 — 1974
High School
Social Canvassing December 2013 - Present
Business Mediaries LLC/Medyary Group December 1994 - Present
John Hancock Life Insurance Company (U.S.A.) May 1991 - July 1994
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Lead Generation, Business Development, Start-ups, Online Marketing, Online Advertising, Marketing, Digital Marketing, SEM, E-commerce, Direct Marketing, Social Networking, Strategic Partnerships, Social Media, Small Business, Strategy, Digital Media, Entrepreneurship, Email Marketing, B2B, SEO, Marketing Communications, Advertising
Education
Franklin Pierce College 1986 — 1990
Marketing and Financial Management majors, Philosophy minor, Graduated with honors in both majors
New York Military Academy 1984 — 1986
High School
ACSIA Partners January 2015 - Present
ClaimJockey, LLC January 2012 - January 2015
John Hancock Life Insurance Company (U.S.A.) October 2008 - December 2013
LTC Financial Partners May 2005 - April 2013
LTC Financial Partners September 2005 - May 2006
GE Capital May 1999 - May 2005
AT&T February 1977 - February 1992
Skills
Insurance, Long-term Care, Training, Financial Advisory, Retirement Planning, Mutual Funds, Sales, Long Term Care Insurance, Retirement, Fixed Annuities, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, IRAs
Education
Guilford College 1986 — 1992
Bachelor of Applied Science (BASc), Financal Management and System Design, 3.897
Sun Life Financial September 2015 - Present
Sun Life Financial January 2012 - Present
Sun Life Financial December 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) November 2008 - November 2009
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) February 2005 - September 2007
Skills
Series 63, Series 6, Series 7, Sales Management, Sales Coach, Mentoring, New Business Development, Consultative Selling, Retirement Planning, Customer Service, Annuities, Public Speaking, Team Building, Business Relationship..., National Accounts, Siebel, Health Insurance, Life Insurance, 401k, Sales, Retirement, Mutual Funds, Fixed Annuities, Employee Benefits, Variable Annuities, FINRA, Separately Managed..., Financial Services, Insurance, Management, Relationship Management, Investments, Wealth Management, Securities, Leadership
Education
Gettysburg College 2000 — 2004
BA, Political Science, cum laude
The University of Queensland 2002 — 2002
Study Abroad
The Bryn Mawr School for Girls 1992 — 2000
High School
Deacon & Deacon Insurance Agency January 2006 - Present
National Association of Health Underwriters (NAHU) 2009 - July 2014
New York Life Insurance Company March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Skills
Employee Benefits, Insurance Consulting, Employee Benefits Design, Health Insurance, Disability Insurance, Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Key Person Insurance, Health Insurance..., Fixed Annuities, Equity Indexed Annuities, Estate Planning, Licensed Life & Health..., Medicare, Medicare Advantage, Long-Term Disability, Term Life Insurance, Brokers, Insurance, Critical Illness, Health Savings Accounts, Long-term Care, Small Business, Underwriting, 401k, Health Care Reform, Permanent Life Insurance, Health Policy, Marketing, Retirement, Retirement Planning, Financial Advisory, Financial Planners, Workers Compensation, Liability, Auto Insurance, Homeowners Insurance, Commercial Insurance, Whole Life, Property & Casualty..., Employee Wellness, Claim, Benefits Administration, Dentistry, Self-Funded Plans, Stop-Loss Insurance, Strategic Financial..., General Insurance, Universal Life
Education
Hampden-Sydney College 1999 — 2003
Managerial Economics, Economics
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2012
Ingersoll Rand October 2005 - September 2010
Ingersoll Rand August 2001 - October 2005
Ingersoll Rand June 2000 - August 2001
Skills
Series 6, Series 63, Life Insurance Licenses, Defined Contribution..., Defined Benefit Plans, 401(k) Administration, Sales, Business Relationship..., Series 7, Pensions, 401k
Education
Illinois State University 1996 — 2000
BS, Business Administration
United Way of Greater Richmond & Petersburg July 2014 - Present
United Way Worldwide July 2012 - July 2014
Association for Manufacturing Technology January 2012 - May 2012
Signature Estate and Investment Associates January 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - November 2011
Trident Systems July 2007 - August 2007
Skills
Social Media, Online Marketing, Blogging, Google Analytics, Facebook, Social Media Marketing, Marketing, Advertising, Google Adwords, SEO, Adobe Creative Suite, Microsoft Excel, Fundraising, Leadership, Non-profits, Nonprofits, Viral Marketing, Photoshop, Facebook Marketing, Social Networking, InDesign, Microsoft Publisher, Photography, Google+, PowerPoint, Market Research, Newsletters, Online Communications, Marketing Strategy, Training, Sales Presentations, Strategic Planning, Association Management, Master Gardener, Social Marketing, Database Management, Microsoft Access, Adobe Bridge, Internet Media, Internet Strategy, Digital Photography, AutoCAD, Email Marketing
Education
George Mason University 2008 — 2012
Bachelor of Science, Marketing; Internet Marketing
WT Woodson
Employee Benefit Systems, Inc. June 2001 - Present
John Hancock Life Insurance Company (U.S.A.) March 1992 - August 2000
Copitech Plus, Inc. March 1991 - March 1992
FRP Supply - A Division of Ashland Chemicals September 1986 - September 1991
Riberglass, Inc. August 1984 - September 1986
Education
Houston Community College
Houston Community College
Pekin Insurance January 1985 - Present
John Hancock Life Insurance Company (U.S.A.) June 1984 - January 1985
Skills
CLU, ChFC, Microsoft Office &..., New Business Development, Negotiation, Customer Service, Microsoft Office, Strategic Planning, Life Insurance, Financial Analysis, PowerPoint, Business Strategy, Team Building, Sales, Marketing, Management, Sales Management, Insurance, Risk Management, Training
Education
Jamestown College 1982 — 1984
Bachelor of the Arts, Business Administration/Economics
Illinois Central College 1980 — 1982
Associates Degree, Business Administration, Management and Operations
Washington Community High School 1975 — 1979
High School Diploma, General Studies
Gem-A 2007 - Present
Leo Hamel Fine Jewelers November 2011 - 2014
Sotheby's Magnificent Jewels Auction in Geneva 2011 - 2011
Sanford C. Bernstein 2001 - 2005
M&G 1999 - 2001
Western Asset Management 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Skills
Sales, Luxury Goods, Portfolio Management, Market Research, Diamonds, Watches, Jewelry, Competitive Analysis, CRM, Strategy, Management, Gems, Marketing Strategy, Retail, Brand Development, Marketing, Fashion, Brand Management, Product Development, Marketing Communications, Wholesale, Brand Awareness, Sales Management
Education
Gem-A 2005 — 2007
FGA and DGA, Gemmology
University of Westminster 1998 — 1999
MBA
Montpellier Business School 1995 — 1999
Gemological Institute of America
Graduate Gemologist (G.G.), Gemology
Cours de Russe
Commonwealth Financial Network October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - October 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - December 2011
Skills
Series 6, Insurance, SharePoint
Education
Northeastern University 2003 — 2006
BS, Psychology
Holyoke Community College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
John Hancock Life Insurance Company (U.S.A.) August 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - August 2014
John Hancock Life Insurance Company (U.S.A.) May 2010 - October 2011
John Hancock Life Insurance Company (U.S.A.) July 2007 - May 2010
John Hancock Life Insurance Company (U.S.A.) October 2005 - July 2007
Skills
Series 63, Fixed Annuities, Business Requirements, Financial Services, Operations Management, Insurance, Series 6, Relationship Management, Networking, Securities, Investments
Education
Framingham State College 1999 — 2003
Bachelors, Psychology
BookKeeping Express September 2011 - Present
ADC Shoreline Holdings, LLC July 2011 - Present
Lynn Area Chamber of Commerce 2010 - 2015
Blue Vase® Marketing January 2013 - December 2013
Young Entrepreneurs of the North Shore (YENS) January 2013 - May 2013
Charles River Public Internet Center January 2013 - April 2013
John Hancock Life Insurance Company (U.S.A.) February 2004 - May 2005
Vedior Professional Services June 2000 - February 2004
Au Bon Pain June 1999 - June 2000
Skills
Accounting, Account Reconciliation, Payroll, Small Business, Bookkeeping, Accounts Payable, QuickBooks, General Ledger, Financial Analysis, Business Strategy, Business Development, Managerial Finance, Accounts Receivable, Financial Reporting, Marketing Strategy, Market Research, Digital Marketing, Business Process..., Project Management, Start-up Ventures, New Business Set-up, Sarbanes-Oxley Act, Oracle Applications, Cash Management
Education
Franklin Pierce University 2003 — 2007
Bachelors, Major: Financial Management, Minor: Accounting
Middlesex Community College 1996 — 2000
Associate of Science, Business Administration
John Hancock Life Insurance Company (U.S.A.) July 2008 - Present
John Hancock June 2008 - July 2009
MassMutual September 2005 - June 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, Outlook, Lotus Notes, PowerPoint, Internal Communications, Customer Service, Social Media Marketing, Insurance, Relationship Management, Life Insurance, Financial Services, Management, Process Improvement, Mutual Funds, Project Management, Risk Management, Business Analysis, Retirement Planning, Leadership
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
MBA, Business Admin
The University of Connecticut 2001 — 2005
BA, Communications and Marketing
Manulife Financial January 2013 - Present
John Hancock August 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2004 - July 2011
John Hancock Financial Services 2001 - 2003
JPMorgan Chase 1990 - 2000
Skills
French, Serbo-Croatian, German, Spanish, Russian
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA
The University of Chicago 1981 — 1985
BA, Economics
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
Pratt Industries 2010 - Present
Visy Industries March 2008 - April 2010
Visy Industries July 2006 - March 2008
Pratt Industries September 2001 - June 2006
John Hancock Life Insurance Company (U.S.A.) December 1996 - September 2001
Education
Indiana University Bloomington 1992 — 1996
BS, Business Administration, Management and Operations
Brady, Chapman, Holland and Associates, Inc. May 1994 - Present
CNA Insurance 1991 - 1994
John Hancock Life Insurance Company (U.S.A.) 1984 - 1991
Skills
Property & Casualty..., Life Insurance, Health Insurance, Sales, Liability, Brokers, Insurance, New Business Development, General Insurance, Contractors, Commercial Lines, Claim, Strategic Planning, Leadership, Workers Compensation, D&O, Claims Management
Education
Hudson Valley Community College 1980 — 1982
AAS, Business Administration
Paul V. Moore High
Wynn Las Vegas August 2013 - Present
Chaminade University December 2009 - Present
Cirque du Soleil March 2013 - May 2013
Treasure Island Hotel & Casino February 2011 - June 2011
Chaminade University December 2009 - May 2010
East Texas Professional Credit Union February 2009 - August 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
John Hancock Financial Network June 2008 - December 2008
Vitamin World June 2007 - March 2008
Pro X March 2006 - June 2006
Education
Hawaii Pacific University 2007 — 2008
MBA, International Business
Stephen F. Austin State University 2002 — 2006
BA, International Business
John Hancock Life Insurance Company (U.S.A.) Home Office Support for all of our External National Wholesalers across the United StatesNational Wholesaling Sales SupportJohn Hancock Life Insurance Company
JOHN HANCOCK FINANCIAL SERVICES June 2010 - November 2010
JOHN HANCOCK FINANCIAL SERVICES June 2007 - June 2010
JOHN HANCOCK FINANCIAL SERVICES October 2005 - June 2007
Skills
Insurance, PowerPoint, Customer Service, Customer Relations, Lotus Notes, Business Relationship..., Phone Skills, Event Planning, Management
Education
Framingham State College 2001 — 2005
BA, Sociology, concentration Criminal Justice
Framingham State University 2001 — 2005
BA - Sociology, Sociology/Criminal Justice
Dedham High School 1996 — 2001
AAA Chicago Motor Club September 1999 - Present
Business Networking International 2010 - 2011
John Hancock Life Insurance Company (U.S.A.) September 1989 - September 1999
Skills
Insurance, Sales, Long-term Care, Customer Service, Umbrella Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Disability Insurance, Homeowners, Property & Casualty..., Health Insurance, Casualty, Commercial Insurance, Long Term Care Insurance, IRAs, General Insurance, Universal Life, Liability, Underwriting, Workers Compensation, Casualty Insurance
Education
Illinois Central College 1981 — 1982
Goldman Sachs June 2015 - Present
Goldman Sachs April 2014 - May 2015
Goldman Sachs June 2010 - April 2014
Goldman Sachs July 2008 - December 2008
MPM Capital October 2007 - April 2008
GMO January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - June 2006
Skills
Equities, Credit, Fixed Income, Due Diligence, Valuation, Derivatives, Hedge Funds, Capital Markets, Investments, Financial Analysis, Collateral Management, Account Reconciliation, Dispute Resolution, Margin, Cross-functional..., Project Coordination, Deployment Strategies, Process Enhancement, Operational Efficiency, Time Management, Thrive in..., Risk Management, Venture Capital, Interest Rate..., Equity Derivatives, Credit Derivatives, Investment Banking, Securities, Banking
Education
Fordham Gabelli School of Business 2009 — 2011
Master's in Business Administration, Finance, Management
Northeastern University 2004 — 2009
Bachelor's of Science, Finance, Accounting
John Hancock Life Insurance Company (U.S.A.) February 2005 - Present
Skills
Account Management, Life Insurance, Wealth Management, Mutual Funds, Financial Services, Relationship Management, Insurance, Investments, Separately Managed..., 401k, Series 7, Series 6, Fixed Annuities, Series 63
Education
Fordham University
Bachelor of Science, Marketing
Insurance Services Group, INC March 2010 - Present
Capital Financial Services, Inc. March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - February 2010
Freedom Financial Group January 2000 - December 2006
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Mutual Funds, LUTCF, CLU, Fixed Annuities, Term Life Insurance, Long-term Care, Life Insurance, Retirement, IRAs, Insurance, 401k, Long Term Care Insurance, Series 63, Employee Benefits
Education
Iowa State University 1997 — 1999
Bachelor of Science, Agricultural Business
University of Dubuque 1995 — 1997
Verus Investments October 2011 - Present
Wurts & Associates June 2010 - September 2011
City and County of Honolulu April 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2008
Clear Blue Hawaii January 2007 - May 2007
Skills
Investments, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Research, Fixed Income, Retirement Planning, Marketing
Education
Hawaii Pacific University 2007 — 2009
Masters of Business Administration (MBA) With Distinction, Concentration; International Strategic Management and Finance
University of Hawaii at Manoa 2004 — 2007
BA, Economics
Universität Konstanz 2002 — 2004
Economics
John Hancock Financial Services May 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
University of Massachusetts Amherst September 2011 - June 2012
Temple Chayai Shalom July 2011 - August 2011
Skills
Statistics, Economics, Stata, Data Analysis, PowerPoint, Facebook, Access, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Event Planning, Public Speaking, Minitab, Customer Service, Teaching, Market Research, Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (B.S.), Resource Economics
University of Massachusetts, Amherst 2009 — 2013
G. Brandt Meat Packers Ltd. September 2014 - Present
ProActive Translations Inc. May 2014 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2014
Manulife Financial 2003 - 2007
Canada Post 1998 - 2002
Skills
Insurance, Customer Service, Life Insurance, Financial Services, Teamwork, Underwriting, Claim, Employee Benefits, Risk Management, Fixed Annuities, Mutual Funds, Office Administration, Leadership, Management, Microsoft Excel, Committed to Customer..., Auditing, Team Leadership, Biotechnology, Compliance, Team Building, Coaching
Education
Instituto de Camoes 2013 — 2014
Portuguese Language
Humber College 1995 — 1997
Office Administration - Medical
APG Organizational Consulting, LLC October 2012 - Present
University of New Hampshire November 2013 - June 2015
John Hancock March 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
John Hancock Life Insurance Company (U.S.A.) 2005 - 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2004
New England Patriots 1985 - 1985
Washington Redskins 1984 - 1984
Skills
Management, Leadership, Financial Services, Strategy, New Business Development, Investments, Strategic Planning, Relationship Management, Fixed Annuities, Insurance, Retirement, Mutual Funds, Business Relationship..., Team Building, Sales, Financial Advisory, Training, Recruiting, Series 63, Series 6, Series 7, Sales Management, Risk Management, Asset Management, Negotiation, Retirement Planning, Personal Development, Wealth Management, Strategic Financial..., Alternative Investments, Variable Annuities, Sales and Distribution..., Strategy Implementation, Operational Excellence, Securities, Investment Advisory, Separately Managed..., Portfolio Management, Life Insurance, Mentoring, C Level Selling, Investment Management, Investment Strategies, Financial and Insurance..., Empathy, Cross-functional Team..., Mergers & Acquisitions, Educational Leadership, Business Strategy, Financial Planning
Education
Harvard Business School 2004 — 2004
Changing the Game: Negotiation and Competitive Decision Making
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2004
Understanding & Solving Complex Problems Using System Dynamics
Columbia University Graduate School of Business 2002 — 2002
Sales Management Program
Harvard University Extension School 1990 — 1992
Graduate Certificate, International Business - Pacific Rim
University of New Hampshire 1980 — 1984
B.S., Business/Hotel Administration
Framingham South High School 1976 — 1980
Century 21 Advantage April 2011 - Present
Shelter Insurance Companies April 2008 - Present
System Source, Inc July 2007 - September 2007
Badcock and More Furniture July 2006 - July 2007
abt consulting February 2006 - July 2006
Keane Inc June 2005 - January 2006
John Hancock IT Financial Services June 2003 - June 2005
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
State Street 2000 - 2004
State Street Bank March 2000 - June 2003
Skills
TSO, Fileaid, JCL, VSAM, CICS, COBOL, Endevor, MVS, Syncsort, DB2, Intertest, Problem Solving, Accounting, Lotus Notes, WordPerfect, SPUFI, CMM, Xpediter, IMS DB/DC, Mainframe, ISPF, IBM Mainframe, DB2/SQL
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MPM, Masters of Project Management
Iona College 1976 — 1980
Bachelor of Arts (BA), Mathematics and Computer Science
New Rochelle Academy 1970 — 1976
LTCI Partners January 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - December 2010
Bath and Body Works November 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) April 2003 - June 2006
John Hancock Life Insurance Company (U.S.A.) October 2001 - April 2003
Intermatic April 1998 - September 2001
Intermatic October 1993 - April 1998
Skills
Sales, Insurance, Life Insurance, Long-term Care, Employee Benefits, Sales Management, Call Centers, Training, Customer Service
Education
Gateway Technical College 2009 — 2010
Certificate, Medical Coding
Gateway Technical College 1998 — 2001
Associates, Accounting
University of Wisconsin-Parkside 1994 — 1997
Majored in Business with an emphasis in Accounting
Gateway Technical College 1992 — 1994
Associates Degree, Accounting
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
John Hancock Life Insurance Company (U.S.A.) January 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) May 2006 - December 2009
John Hancock Life Insurance Company (U.S.A.) April 1993 - April 2006
John Hancock Life Insurance Company (U.S.A.) September 1988 - March 1993
Skills
COBOL, Cognos, Mainframe, Access, Microsoft SQL Server
Education
Hobart and William Smith Colleges
Bachelor of Science, Biopsycholgy
Town of Wenham MA January 2013 - Present
Town of Wenham MA October 2011 - Present
Second Congregational Church, UCC , Beverly MA November 1999 - May 2010
John Hancock Life Insurance Company (U.S.A.) April 1979 - January 1985
Skills
Teaching, Microsoft Office, Public Speaking, Creative Writing, Fundraising, Photography, Social Networking, Music, Outlook, Team Leadership, Non-profits, Microsoft Word, Microsoft Excel, Social Media, Editing, Facebook, Event Planning, Marketing Communications, Social Media Marketing, Nonprofits, Event Management, Customer Service, Advertising, Blogging, Public Relations, Research
Education
Hiram College 1972 — 1976
Bachelor of Arts, French
Colby Sawyer College 1970 — 1971
Allendale-Columbia School - Rochester, NY 1966 — 1970
High School
Hunter Benefits Consulting Group, Inc. April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2012
Gottlieb Memorial Hospital June 2011 - September 2011
McLean County State Attorney's Office September 2010 - December 2010
Abercrombie & Fitch April 2006 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, Web Design
Education
Illinois State University 2007 — 2011
Bachelors, Business Administration, Entrepreneurship & Small Business Management
Maine West High School 2003 — 2007
High School Diploma
JOOR July 2015 - Present
CHANEL June 2013 - Present
Bloomingdale's September 2011 - June 2013
Bloomingdale's June 2010 - August 2010
Her Campus September 2009 - May 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Phillips Brooks House Association June 2008 - August 2008
Skills
Retail, Facebook, Social Media, Social Media Marketing, Event Planning, PowerPoint, Event Management, Microsoft Office, Microsoft Excel, Microsoft Word, Non-profits, Social Networking, Mac OS, Online Advertising, Marketing Strategy, Fashion, Marketing, Nonprofits
Education
Harvard University 2007 — 2011
BA, Sociology, African American Studies
Milton Academy 2001 — 2007
Danone September 2012 - December 2013
Abbott Nutrition June 2011 - September 2012
Abbott Nutrition June 2008 - June 2011
Kao Brands March 2007 - June 2007
New England Journal of Medicine June 2006 - December 2006
John Hancock Life Insurance Company (U.S.A.) June 2005 - December 2005
Skills
Customer Insight, Sales Operations, Sales, Competitive Analysis, Marketing Strategy, Retail, Sales Presentations, Pricing, Business Development, Management, Market Research, Account Management, Cross-functional Team..., Merchandising, Consumer Products, Forecasting
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Management & Marketing
Goldsmiths College, U. of London 2007 — 2007
Indian Hill High School 2000 — 2003
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services June 2014 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2011 - June 2014
Manulife Financial May 2011 - August 2011
State Farm Insurance September 2010 - November 2010
TrojanOne 2007 - 2010
State Farm Insurance May 2007 - August 2009
Canada's Wonderland February 2007 - May 2007
Skills
Microsoft Office, Talent Management, Project Management, Social Media, Team Leadership, New Hire Orientations, PowerPoint, Sales, Microsoft Word
Education
University of Maine 2013 — 2013
401k Certification
George Brown College 2009 — 2010
Post Graduate Certificate, Human Resources Management, Honours
Ryerson University 2005 — 2009
Marketing Management, Minor in Business Communications
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
Accenture August 2005 - July 2011
Raytheon May 2001 - September 2005
Modern Technology Corporation (now a division of BAE Systems), May 1998 - May 2001
Skills
Change Management, SDLC, Enterprise Software, IT Management, Leadership, Agile Methodologies, Business Transformation, Software Development, Project Management, Process Improvement, Governance, Management, Program Management, IT Strategy, Management Consulting, Requirements Analysis, PMP, Project Planning, Business Analysis, Project Portfolio...
Education
George Mason University 1998 — 2001
BS, Integrative Studies (Business Administration)
Evershore Financial Group September 2013 - Present
SunAmerica Financial Group January 2012 - August 2013
Sun Life Financial January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2009
Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments
Education
Franklin & Marshall College 2000 — 2004
Business
Vasey Financial Services February 2010 - Present
John Hancock Life Insurance Company (U.S.A.) September 1996 - February 2010
Skills
Retirement Planning, Long Term Care, Estate Planning, Asset Management, Annuities, IRA's, Insurance Planning, Disability Insurance, Wealth Accumulation, Wealth Transfer, Financial Planning, Wealth Management, 401k, Investment Advisory, Wealth Preservation, 529 Plans, Mutual Funds, Charitable Giving, Retirement Income..., Asset Allocation, Life Insurance, Financial Advisory, Securities, Investments, Investment Management, Long Term Care Insurance, Financial Services, Term Life Insurance, Finance, Insurance, Roth IRA, Investment Strategies, High Net Worth..., Universal Life, Income Protection, 401k Rollovers, Variable Annuities, College Savings Plans, Bonds, Portfolio Management, Personal Financial..., ETFs, Financial Goals, Stocks, Retirement Plan..., Certified Financial..., Retirement Savings, Financial Planners, Fixed Annuities, IRAs
Education
Iowa State University - College of Business 1991 — 1995
B.A., Marketing
John Hancock Life Insurance Company (U.S.A.) March 2011 - April 2012
Long Term Care Partners March 2011 - July 2011
Websites December 2009 - March 2011
Risk Enterprise Management LTD October 2009 - January 2010
Meadowbrook TPA Associates August 2009 - September 2009
NiiS July 2006 - January 2007
GFMS June 2003 - July 2006
2003 Guard Insurance January 2000 - December 2001
Liberty Mutual Home Office January 1994 - January 1999
Liberty Mutual January 1992 - January 1994
Skills
Claims Management, Process Improvement, Analysis, Employee Benefits, Claim, Human Resources, Insurance, Leadership, Legal Liability, Management, Liability, Project Management, Talent Acquisition, Technical Recruiting, Training, Underwriting, Workers Compensation
Education
CLTC, Certifited Long Term Care Consultant 2011 — 2011
Certificate, Long Term Care Consulting
Framingham State College 2011 — 2011
BS, Biology
HIPPA 2011 — 2011
Certificate, HIPPA law and regulations
HITECH 2011 — 2011
Certificate, HITECH law and regulations for Data Secutity
Online Courses 2009 — 2010
HTML and Basic SQL
National Alliance of Insurance Education and Research 2007 — 2008
Credits, Business Ethics and Annuities
Framingham State College
BS, Biology
State Street April 2013 - July 2015
Miles, Bauer, Bergstrom & Winters LLP September 2012 - March 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
RepNation February 2012 - May 2012
Jane Doe Inc. January 2011 - June 2011
Stoneman, Chandler & Miller LLP June 2010 - December 2010
Martin + Osa December 2007 - June 2009
Education
Loyola Law School, Los Angeles 2015 — 2018
Doctor of Law (J.D.)
Northeastern University 2009 — 2012
B.A. Political Science, B.A. Communication Studies
George Mason University 2007 — 2009
Communication Studies & Legal Studies
University High School
University High School
John Hancock Life Insurance Company (U.S.A.) November 2010 - Present
John Hancock Life Insurance Company (U.S.A.) May 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
Skills
Change Management, Performance Management, Process Improvement, Business Process, Needs Analysis, Team Leadership, Project Management, Investments, Blended Learning, Workshop Facilitation, Captivate, Mutual Funds, Instructor-led Training, Relationship Management, Training Programme..., Articulate Suite, Coaching, Financial Services, Business Analysis, Business Process..., Management, Leadership, Team Building, Program Management, Public Speaking, Leadership Development, Mentoring
Education
Penn State University 2015 — 2016
Master's degree, Organization Development and Change
University of Toronto 2005 — 2008
elearning Certification Program
George Brown College 2002 — 2004
Certification in Adult Education, Adult and Continuing Education and Teaching
University of St. Thomas 1993 — 1997
Bachelor, Journalism/Public Relations
Information Management Network (IMN) February 2014 - Present
Bloomberg LP November 2013 - February 2014
AlphaMetrix February 2013 - October 2013
NBCUniversal, Inc. September 2012 - December 2012
Saint Rose's Garden March 2012 - December 2012
GabelliConnect October 2011 - December 2012
Each One Counts Foundation October 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Maverick Events February 2011 - May 2011
Skills
Fundraising, Event Management, Social Media, Event Planning, Microsoft Office, Research, Non-profits, Microsoft Excel, Public Speaking, Microsoft Word, Corporate Events, Project Planning, Nonprofits, Wordpress, Illustrator, Webinars, Conference Coordination, Press Releases, Customer Service, Structured Finance, Conference Production, Investor Relations, International..., Client Relations Skills, Managing Database
Education
Fordham University 2009 — 2012
Bachelor of Arts (B.A.), Environmental Policy, Sustainable Business
The Gordian Group September 2014 - Present
Robbins Research International-Anthony Robbins Companies June 2013 - August 2014
Concentrix October 2009 - June 2013
The Greenville News September 2006 - April 2009
Tele Tech September 2003 - August 2005
John Hancock Life Insurance Company (U.S.A.) September 2001 - October 2003
Charter Communications March 1998 - August 2001
Skills
Business Development, Customer Service, Sales, Marketing, Call Center, Customer Satisfaction, Cold Calling, New Business Development, B2B, Microsoft Office, Account Management, Lead Generation, Sales Process, Direct Sales, SaaS, Call Centers, Solution Selling, Product Marketing, Sales Management, Management, Customer Retention, CRM, Networking, Sales Operations, Sales Presentations, Recruiting, Team Management, Training, Salesforce.com, Coordinating Events, Strategic Partnerships, Team Leadership, Start-ups, Team Building, Online Advertising, Selling, Leadership, Business Planning, Marketing Strategy, Social Media Marketing, Coaching, Strategic Planning, Entrepreneurship, Cross-functional Team..., Business Strategy, Contract Negotiation, Negotiation, Advertising, Competitive Analysis, Outsourcing
Education
Grossmont College 1994 — 1995
Technical Degree, Electracardiagraph Technician
John Hancock Financial Services January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.) January 2007 - December 2011
Lahey Clinic March 2006 - August 2007
Skills
Windows 7, Blackberry, Troubleshooting, Laptops, Lotus Notes, Software Installation, Operating Systems, Technical Support, Active Directory, Printers, Microsoft Office, Windows XP Pro, Norton Ghost, SCCM, Windows Vista, HP, Remote Desktop, Computer Hardware, Hewlett Packard printer..., Lexmark Printers, Dell Computers, custom application..., hardware peripherals, remote support, customer service expert, Lotus Notes v.8.5.3FP2, Customer Service
Education
Northern Essex Community College 1996 — 1998
Assoc. of Science, Health Information Management, 3.99 GPA
Hinds Community College
Oxford Airport Technical Services August 2014 - Present
Bouchard Transportation Co., Inc. December 2013 - August 2014
Marco International Corporation November 2001 - November 2013
Deloitte & Touche July 1999 - October 2001
Biscotti, Toback & Company, CPA's PC January 1998 - July 1999
John Hancock Life Insurance Company (U.S.A.) February 1996 - December 1997
John Hancock Life Insurance Company (U.S.A.) September 1994 - February 1996
Skills
Financial Reporting, Accounting, Auditing, SEC reporting, Internal Controls, Covenants, Collateral Management, Account Reconciliation, Corporate Tax, Payroll, Accruals, Accounts Receivable, Financial Statements, Variance Analysis, Finance, Revenue Recognition, CPA, Financial Analysis, Analysis, Budgets, Forecasting, SEC filings
Education
Hofstra University 2000 — 2001
Master of Business Administration (MBA), Finance, General
Hofstra University 1997 — 2000
Master of Business Administration (MBA), Taxation
Hofstra University 1991 — 1995
BBA, Accounting
Valley Stream Central HS
UBS Financial Services, Inc. March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) August 2012 - February 2015
CareerBuilder.com November 2011 - August 2012
Paychex December 2009 - November 2011
Big Hearts Little Hands January 2009 - May 2009
Smith Barney May 2007 - August 2007
Education
Indiana University of Pennsylvania
BA, Economics
Ralph Lauren August 2013 - Present
Food Lion January 2012 - August 2013
Food Lion July 2011 - January 2012
Food Lion February 2010 - July 2011
John Hancock Life Insurance Company (U.S.A.) June 2009 - February 2010
Skills
Microsoft Applications, Supply Chain Management, Supply Chain..., Red Prairie, AS400 system, WMS Implementations, Ariba, YMS, Series 6, Series 63, Shipping, Procurement, Customer Service
Education
Hampden-Sydney College 2005 — 2009
Economics & Commerce, Economics
SouthWest Benefits Association May 2014 - Present
Mercer January 2013 - Present
USI Consulting Group January 2011 - October 2012
Prudential Financial April 2005 - November 2010
Prudential Financial June 2002 - November 2010
Prudential Financial July 2004 - March 2005
Prudential Financial June 2002 - July 2004
CIGNA Healthcare August 2000 - June 2002
John Hancock Life Insurance Company (U.S.A.) January 2000 - May 2000
Global Forest Partners LP (Formerly UBS) May 1997 - June 1999
Skills
401k, Retirement, Defined Benefit, Series 63, Series 6, Defined Contribution, ERISA, Retirement Planning, Employee Benefits, Pensions, Investments, Fixed Annuities, Retirement Plan..., Non-Qualified Deferred..., Qualified Retirement..., Executive Pay, Series 7, Financial Advisory, Relationship Management, Investment Strategies, Investment Advisory, Mutual Funds, Series 65, Strategy, Asset Management, Asset Allocation
Education
Suffolk University - Sawyer Business School 1999 — 2000
Master of Business Administration, Management
Franklin Pierce University 1998 — 1999
Bachelor of Science, Management
Katharine Gibbs School 1995 — 1997
Associate Degree, Business Technology
Mascoma Valley Regional High School 1991 — 1995
Indian River School 1987 — 1991
Canaan Elementary School 1982 — 1987
ADP April 2013 - April 2015
Philips July 2012 - April 2013
Bank of America September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
TD Waterhouse August 2010 - February 2011
Wells Fargo Advisors February 2004 - January 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Metastorm 1997 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership
Education
Business Analysis/Business Process Management
George Mason University
BS, Biology
TIAA-CREF January 2013 - Present
TIAA-CREF August 2011 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - August 2011
SunGard Consulting Services January 2010 - April 2011
SunGard Omni April 1998 - January 2010
MetLife Insurance Company 2000 - 2007
State Street Global Advisors 1990 - 1994
Skills
OmniScripter, OmniVBA, Workflow Design, Business Analysis, PMP, MS Project, Product Management, Documentation, Process Improvement, SDLC, Requirements Analysis, Change Management, Program Management, Software Documentation, Software Project..., IT Strategy, Management, Financial Services, Requirements Gathering, Software Development, Vendor Management, Strategy, Business Requirements, PMO, Project Portfolio..., Business Process..., Business Process, Analysis, Integration, Business Intelligence, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Doctoral Research, Organizational Behavior, Strategy
Isenberg School of Management, UMass Amherst 2009 — 2009
MBA, Business
University of Massachusetts Boston 1991 — 2008
Bachelors, Economics, History
Harvard University 1993 — 1995
History
MFS Investment Management October 2013 - Present
John Hancock Signature Services January 2009 - March 2013
John Hancock Life Insurance Company (U.S.A.) October 2004 - December 2008
John Hancock Signature Services August 2000 - September 2004
Skills
Mutual Funds, Financial Services, Requirements Gathering, Business Analysis, Reporting, Billing, NSCC trading, DTCC Mutual Fund..., Omni/SERV DSA & DSP..., Access, Cognos, Process Improvement, Analysis, Risk Management, Vendor Management, Oracle Applications, Investments, Business Requirements, Securities, Management, Microsoft Excel
Education
Framingham State College
Bachelor of Arts, Geography
John Hancock Long Term Care October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - November 2011
John Hancock 2006 - 2008
Skills
Project Management, Training, Management, Leadership, Microsoft Excel, Mutual Funds, Sales Management, Research, Marketing, Business Analysis, Insurance, Analysis, Program Management, Risk Management, Investments, Salesforce.com, Process Improvement, Vendor Management
Education
Harvard University 2010 — 2013
Masters, Extension School - Management
Stonehill College 2002 — 2006
Bachelor of Arts, Psychology and Art History Double Major
Liberty Mutual Insurance September 2013 - Present
John Hancock Life Insurance Company (U.S.A.) October 2011 - September 2013
Public Consulting Group, Inc February 2008 - September 2011
N2N Commerce, Inc May 2007 - December 2007
Skills
Human Resources, Talent Management, Onboarding, Screening Resumes, Training, Employee Benefits
Education
Hartwick College
Bachelor of Arts, Business Management
Suffolk University
Master of Science, Human Resources
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
State Street Corporation August 2007 - April 2012
The Hartford Insurance Group April 2005 - August 2007
Nationwide Financial Services April 2001 - April 2005
Great American Financial Resources August 1998 - April 2001
Skills
Business Requirements, Acceptance Testing, Change Management, Project Planning, PMP, SDLC
Education
Hofstra University 1996 — 1998
MA, Industrial/Organizational Psychology
University of Dayton 1992 — 1996
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
The Gerber Group April 2008 - May 2010
Lextra SportsMarketing & Event Management April 2002 - May 2007
Skills
Event Planning, Event Management, Relationship Marketing, Hospitality, Corporate Events, Marketing Communications, Public Relations, Social Media Marketing, Marketing, Social Networking, Social Media, Media Relations, Marketing Strategy, Facebook, Integrated Marketing, Sales, Advertising, Meeting Planning
Education
Georgia Perimeter College 1997 — 1999
Business Management
VantagePointe Financial June 2001 - Present
John Hancock Life Insurance Company (U.S.A.) June 2001 - Present
Skills
Certified Financial..., Chartered Financial..., Chartered Advisor for..., Charted Retirement..., Insurance, Investments, Strategic Planning, Retirement Planning, Financial Planning, Fixed Annuities, Team Building, Mutual Funds, Management, Retirement
Education
Thomas Edison State College 2011 — 2012
Bachelor of Science (BS), Finance and Computer information Systems
Grand Valley State University 1993 — 1993
Mechanical Engineering
Grand Rapids Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
MOR Strategy Group June 2014 - Present
HNI Risk Services August 2008 - May 2014
Palmer & Cay June 2003 - July 2008
Hays Companies September 1999 - May 2003
Johnson & Higgins April 1995 - August 1999
John Hancock Life Insurance Company (U.S.A.) October 1983 - March 1995
Skills
Employee Benefits, Healthcare, Insurance, Strategic Planning, Business Development, Sales Management, Workers Compensation, Property & Casualty..., Benefits Administration, Leadership, Account Management, Employee Relations, Health Insurance, Human Resources, Management, Performance Management, Strategy
Education
Illinois State University 1979 — 1983
B.S., Business Administration
Slippery Rock University Instructional DesignerSunGard Higher EducationApril 2005 - December 2007
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Skills
Instructional Design, E-Learning, Educational Technology, Adult Education, Curriculum Design, Higher Education, Distance Learning, Instructional Technology, Technology Integration, Staff Development, Curriculum Development, College Teaching, Strategic Planning, Teaching, Student Affairs, Blended Learning, Educational Leadership, University Teaching, Leadership Development
Education
Penn State University 2008 — 2011
M.Ed., Instructional Systems
Grove City College 1993 — 1997
B.A., English Education
Pinnacle Partners, Inc March 2011 - Present
Angie's List October 2010 - March 2011
Golden Rule Insurance May 2001 - 2011
UnitedHealthcare May 2005 - September 2010
Dan Wachtel Ford Lincoln Mercury November 2002 - May 2005
John Hancock Life Insurance Company (U.S.A.) May 2001 - November 2002
Skills
Technical Support, Cold Calling, Recruiting, Team Leadership, Technical Recruiting, Talent Acquisition, Internet Recruiting, Networking, Sourcing, Building Relationships, Training, Staffing Services, Information Technology, Leadership, Business Analysis, Interviews, Customer Service, Strategic Planning, Access, SharePoint, Sales Management, Call Centers, Sales, Temporary Placement, Human Resources, Vendor Management, SDLC, Time Management, Business Intelligence, CRM, Applicant Tracking..., Process Improvement, Software Documentation, Management, Visio, Insurance, System Administration, Team Building, College Recruiting, Project Planning, Oracle, E-commerce, Employee Benefits, Employee Relations, Temporary Staffing, Onboarding, Screening Resumes, Staff Augmentation, Contract Recruitment, Benefits Negotiation
Education
Indiana State University - Scott College of Business 1997 — 2001
BS, Business Management
Gigunda Group September 2014 - Present
Gigunda Group May 2014 - September 2014
Gigunda Group February 2012 - May 2014
Liberty Mutual Group April 2010 - February 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Skills
Social Media Marketing, Social Media, Marketing, Event Planning, Account Management, Social Networking, Marketing Communications, Customer Service, Sales, Event Management, Photography, Travel Photography, Blogging, Video Editing, Facebook, Budgets, Advertising, Management
Education
University of New Hampshire 2002 — 2006
Bachelor of Arts (BA)
Griffith University 2005 — 2005
Australearn, Study Abroad
Gilford High School
East Boston Neighborhood Health Center May 2013 - Present
QuantiaMD June 2011 - May 2013
National Association of Black Accountants - NABA-Boston February 2013 - April 2013
BNY Mellon January 2008 - May 2011
National Association Black Accountants - Boston, MA January 2007 - June 2009
John Hancock Life Insurance Company (U.S.A.) June 2003 - January 2008
Western Union August 2006 - September 2007
Imose Magazine January 2005 - July 2006
ExxonMobil January 2002 - January 2003
ExxonMobil August 2000 - January 2002
Skills
Analytics, Financial Services, Data Analysis, Analysis, Project Management, Financial Analysis, Security, Microsoft Excel, Forecasting, Healthcare, Microsoft Office, Business Intelligence, Consulting, SQL, Program Management, Risk Management, Access, Marketing, Leadership
Education
The Data Warehouse Institute 2014 — 2014
Busniess Intelligence
Harvard University
Big Data Analytics
University of Lagos
Bachelor of Science (B.Sc.), Chemistry
University of Lagos
Post Graduate Diploma, Manpower Economincs and Planning
University of Lagos
Certificate in Computer Applications
SuccessFactors February 2013 - Present
Jobscience March 2012 - January 2013
PreVisor February 2008 - April 2009
PreVisor April 2006 - January 2008
PreVisor January 2005 - April 2006
Qwiz, Inc. July 2001 - December 2004
Qwiz, Inc. July 2001 - March 2003
Qwiz, Inc. April 1999 - June 2001
John Hancock Life Insurance Company (U.S.A.) January 1998 - March 1999
John Hancock Life Insurance Company (U.S.A.) July 1995 - December 1997
Skills
SaaS, Applicant Tracking..., Account Management, Strategy, Strategic Partnerships, CRM, Management, Talent Acquisition, Recruiting, Selling, Leadership, Salesforce.com, Cloud Computing, Sales, New Business Development, Technical Recruiting, Sales Process, Team Building, Product Management, Sales Operations, Consulting, Enterprise Software, Marketing, Human Resources, Business Strategy, Sales Management, Change Management, Strategic Planning, Coaching, Team Management, Lead Generation, Project Management
Education
Georgia State University 1988 — 1993
B.S., Psychology
Roswell High School
Delaware Life August 2013 - Present
Sun Life Financial April 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2012
Sun Life Financial September 2006 - January 2012
Sun Life Financial 2000 - 2004
Baybank 1995 - 1997
baybank 1995 - 1997
Skills
Insurance, Customer Service, Lotus Notes, Call Center, Access, Call Centers, Microsoft Excel, PowerPoint, Process Improvement, Sales, Team Leadership, Training
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Empower Retirement August 2015 - Present
EMPOWER Retirement December 2013 - August 2015
Great West Financial May 2008 - December 2013
Fidelity Investments 2007 - 2008
Mass Mutual 2006 - 2006
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2002 - 2004
Education
George Mason University
Bachelor, International Business Minor: Information Technology
Contrôle & Gestion CL July 2012 - Present
Banque Nationale September 2014 - Present
Desjardins February 2014 - August 2014
Desjardins June 2013 - January 2014
Desjardins - PVP Services aux entreprises July 2012 - June 2013
National Bank of Canada July 2010 - July 2012
CGI June 1995 - July 2012
Government of Quebec November 2009 - June 2010
Gaz Métro March 2009 - October 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - March 2009
Skills
Project Management, SharePoint, Security, PMI, Infrastructure, ITIL, IT Management, Management, Leadership, IT Service Management, Team Building, Team Management, Telecommunications, Program Management, Management IT
Education
The George Washington University - School of Business 1999 — 1999
Certificate, Negotiation strategies and techniques
York University - Schulich School of Business 1999 — 1999
Certificate, Management
HEC Montréal 1987 — 1989
Certificate, Business Management
Barnes Investment Advisory, Inc 1983 - Present
Desert Schools Federal Credit Union 1991 - Present
Office of the Arizona State Treasurer January 2003 - January 2007
Financial Planning Association January 1997 - December 1999
The Motley Fool 1994 - 1998
John Hancock Life Insurance Company (U.S.A.) December 1982 - July 1991
Skills
Asset Managment, Strategic Financial..., Capital Markets, Investment Advisory, Research, Retirement Planning, Wealth Management
Education
Grand Canyon University 1975 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management/Economics
John Hancock November 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
The MathWorks March 2007 - November 2007
Aviva Life Insurance Company January 2002 - March 2007
PricewaterhouseCoopers LLP January 1999 - December 2001
Keyport Life Insurance Company January 1994 - December 1998
Education
Isenberg School of Management, UMass Amherst 1989 — 1993
CyPatterns June 2013 - Present
Multiplan March 2008 - November 2012
EdMatter April 2007 - February 2008
JPMorgan Chase & Co. July 2005 - March 2007
JJA April 1998 - July 2004
AIG November 2002 - June 2004
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Syntel 1996 - 1998
Telco 1994 - 1995
Skills
Web 2.0, SOA, SDLC, RIA, Web Services, Spring, Agile Methodologies, Scrum, Software Development, Java, EAI, Business Process, Business Analysis, Web Development, Application Architecture, Oracle SOA Suite, ESB, UML, Enterprise Software, Spring Framework, Java Enterprise Edition, Software Project...
Education
Indian Institute of Technology, Kanpur 1992 — 1994
Master's Degree, Mechanical Engineering
Indian Institute of Technology, Varanasi 1987 — 1991
B Tech, Mechanical Engineering
John Hancock Life Insurance Company (U.S.A.) July 2000 - Present
John Hancock Advisors 1999 - 2000
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Bedford High School
Concourse Sports January 2014 - Present
It Works Global May 2015 - Present
Concourse Sports January 2011 - December 2013
AKA Communications May 2009 - October 2010
Banana Republic December 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) May 2007 - November 2008
Woodbury Financial May 2006 - January 2007
Skills
Sales, Marketing Strategy, Advertising, Social Media Marketing, Marketing, Strategic Planning, Sales Management, Customer Retention, Business Development, New Business Development, Account Management, Customer Service, Email Marketing, Cold Calling, Leadership, Sales Process, Budgets, Direct Sales, Lead Generation, Marketing Communications, Business Strategy, Online Marketing, Sales Operations, CRM, Online Advertising, Market Planning, Management, Team Building, Contract Negotiation, Selling, B2B, Negotiation, Salesforce.com, Direct Marketing, Small Business, Strategic Partnerships, Competitive Analysis, Customer Satisfaction, Product Marketing, Strategy, Brand Development, Social Networking
Education
Fontbonne University 2003 — 2006
Sports and Entertainment management
Westminster College (MO) 2001 — 2003
Marketing, Business
Villa Duchesne
Hallmark Abstract Service LLC April 2015 - Present
Tura February 2012 - March 2014
John Hancock Life Insurance Company (U.S.A.) December 2009 - November 2011
Hofstra University September 2008 - December 2009
Citigroup January 1990 - April 2008
Skills
Student Financial Aid, Sales, Financial Services, Retail, Strategic Planning, Marketing, Sales Management, Customer Service, New Business Development
Education
Hofstra University 1981 — 1985
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Manulife Financial November 2007 - Present
John Hancock August 2007 - April 2012
StateStreet Corporation 2005 - 2007
State Street Boston Corporation 2005 - 2007
MFS Investments 2001 - 2005
Skills
Microsoft Office, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Risk Management, Requirements Gathering, Analysis
Education
Framingham State University
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Lincoln Financial Advisors / Sagemark Consulting September 2011 - Present
Sagemark Consulting / Lincoln Financial Advisors June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
New England Financial 2001 - 2003
Brinker Capital June 1999 - October 2000
Education
Hobart and William Smith Colleges 1995 — 1999
Pacific Life Re May 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - May 2014
Nationwide Financial December 2007 - July 2011
Capital One July 2006 - December 2007
Skills
FSA, Risk Management, Analytics, SAS, Credit Risk, Financial Modeling, Financial Risk, Insurance, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance, Data Analysis, Financial Analysis, Analysis, VBA
Education
Fudan University
BS
The Ohio State University
MS
MassMutual Financial Group December 2014 - Present
John Hancock August 2008 - December 2014
John Hancock Life Insurance Company (U.S.A.) August 2006 - August 2008
John Hancock Life Insurance Company (U.S.A.) August 2004 - August 2006
Skills
Series 7, Series 63, Series 6, Retirement, Sales, Business Planning, Fixed Annuities, Finance, Strategy, Mutual Funds, Sales Operations, Strategic Planning, Investments, 401k, Marketing
Education
Hobart and William Smith Colleges 2000 — 2004
Avon Old Farms School
CompuCom Systems, Inc. November 2012 - Present
MFS Investment Management / Robert Half Legal April 2012 - November 2012
Cummings Properties, LLC May 2009 - November 2011
Getronics July 2006 - December 2008
American Tower Corp 2004 - 2006
Governo Law Firm LLC 2001 - 2004
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
Skills
Licensing, Contract Negotiation, Corporate Law, Due Diligence, Strategic Planning, Real Estate, Program Management, Civil Litigation, Legal Writing, Management, Negotiation, Process Improvement, Legal Research, Vendor Management
Education
Suffolk University Law School 1996 — 1999
JD, Law
University of Tulsa 1993 — 1996
MS, Molecular Genetics
Hampden-Sydney College 1988 — 1992
BS, Biology
Methuen High School
Woburn
Woburn
ODL, Inc. October 2010 - Present
Caring for West Michigan, LLC 2010 - 2011
Patrick M. Patton, CPA September 2009 - April 2010
Crowe Horwath LLP November 2007 - June 2009
Wilber & Townshend, P.C. June 2002 - November 2007
John Hancock Life Insurance Company (U.S.A.) September 2001 - March 2002
Skills
Manufacturing, Healthcare, Accounting, Tax, Tax Preparation, Corporate Tax, Financial Reporting, Auditing, Income Tax, Tax Accounting, Financial Analysis, Financial Statements, Microsoft Excel, Cost Accounting, Internal Controls, GAAP
Education
Grand Valley State University 2003 — 2009
Master's, Accounting
Hillsdale College 1997 — 2001
Bachelor's, Finance
Sun Life Financial August 2015 - Present
John Hancock Life Ins Co Usa March 2015 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - Present
BTMU Capital Corporation August 2009 - February 2011
PwC September 2006 - July 2009
PwC September 2003 - September 2006
Skills
Financial Reporting, Audit, SOX, Accounting, Financial Analysis, Auditing, Internal Audit, Financial Accounting, Insurance, Sarbanes-Oxley Act, US GAAP, SEC filings, GAAP, Sarbanes-Oxley, Financial Modeling, Internal Controls, CPA, IFRS, Assurance, External Audit, Financial Audits
Education
Isenberg School of Management, UMass Amherst 1999 — 2004
BBA, MSA, Accounting
University of Massachusetts, Amherst 1999 — 2003
BBA, Accounting
Lunenburg High School 1995 — 1999
John Hancock Financial Services September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2012 - September 2014
John Hancock Life Insurance Company (U.S.A.) August 2009 - February 2012
PricewaterhouseCoopers November 2004 - August 2009
Skills
Financial Reporting, Financial Analysis, IFRS, Audit, Internal Audit, Management Reporting, Sarbanes-Oxley Act, GAAP, Management, Internal Controls
Education
Isenberg School of Management, UMass Amherst 2000 — 2002
BA
Diamond Vogel Paints November 2010 - Present
CNH Capital August 2009 - October 2010
CNH Capital August 2008 - August 2009
CNH Capital August 2005 - August 2008
CNH Capital April 2002 - August 2005
Provident Bank (now "PNC Bank") November 1999 - April 2002
Deutsche Bank (Deutsche Financial Services) July 1994 - November 1999
John Hancock Life Insurance Company (U.S.A.) November 1992 - July 1994
Wal-Mart July 1991 - November 1992
Skills
Financial Analysis, Loans, Credit, Portfolio Management, Underwriting, Forecasting, Financial Risk, Finance, Commercial Lending, Business Planning, Negotiation, Restructuring, Process Improvement, Leadership, Marketing, Credit Risk, Accounting, Funding, Auditing, New Business Development, Account Management, Banking, SAP, Asset Management, Risk Management, Relationship Management, Asset Based Lending, Credit Analysis, Management, Corporate Finance, Financial Modeling, Strategic Planning, Business Development, Financial Services, Mergers & Acquisitions, Executive Management
Education
Maryville University of Saint Louis 1996 — 1998
MBA, Business Administration
Illinois State University 1990 — 1991
BA, Marketing
Olivieri & Burke Tax & Accounting Services May 2015 - Present
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Financial Services February 2014 - May 2015
JPMorgan October 2007 - June 2011
Skills
Fixed Income, Tax, Fund Accounting, Financial Modeling, Account Management, Financial Reporting, Investments, Bloomberg, Microsoft Excel, Forecasting, Valuation, Securities, Accounting, Fund Administration, Equities, Account Reconciliation, Auditing, Budgets, Mutual Funds, Financial Analysis, Hedge Funds, Corporate Actions, Corporate Finance, Finance, Facebook
Education
BEC - PASS , AUD - PASS 2014 — 2014
CPA, Accounting
University of Massachusetts 2010 — 2012
Master's degree, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2007
BS, business
Transamerica Retirement Solutions July 2015 - Present
Transamerica Retirement Solutions September 2012 - July 2015
Pacific Life April 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2012
Strategy Planning Associates October 1998 - January 2009
Skills
Marketing Strategy, Business Strategy, Program Management, Investments, Market Research, Marketing, Strategic Planning, Market Analysis, Project Management, Sales Management, Due Diligence, Negotiation, 401k, Series 6, Series 63
Education
Illinois State University
B.S., English
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2010 - June 2011
Picard Enterprises Inc. 2006 - 2009
Mortgage Link LLC. 2005 - 2006
Skills
Insurance, Customer Service, Claims, Annuities
Education
Framingham State University 2001 — 2005
BA, Business Administration
John Hancock Life Insurance Company (U.S.A.) August 1995 - Present
John Hancock Life Insurance Company (U.S.A.) 2002 - 2006
Education
Framingham State University 1986 — 1989
BS, Education
SBLI of Massachusetts August 2011 - Present
EPV Marketing Consultants January 2001 - Present
John Hancock Life Insurance Company (U.S.A.) June 1979 - December 2000
Education
Gannon University 1969 — 1973
BA, Political Science
Pilgrim High School
John Hancock Life Insurance Company (U.S.A.) July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - July 2012
SunTrust Investment Services 2004 - 2006
Northwestern Mutual 2003 - 2004
Skills
Series 7, Insurance, Long-term Care, Series 63, Relationship Management, Term Life Insurance, Retirement Planning, Finance, Estate Planning, Life Insurance, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2003
Bachelors, Finance, Cum Laude
The American College 2009 — 2011
CLU
Amway November 1991 - Present
John Hancock Life Insurance Company (U.S.A.) May 1990 - May 1991
Pepsi Bottling Group 1988 - 1990
Skills
Brand Management, Marketing Strategy, Market Planning, Competitive Analysis, New Business Development, Brand Development, Retail, Cross-functional Team..., Forecasting, Strategic Planning, Market Research, Strategy, Advertising, Leadership, Entrepreneurship, Product Marketing, Customer Insight, Marketing Management, Consumer Products, Sales Management, Marketing Communications, Integrated Marketing, Marketing, Merchandising, Social Media Marketing, Management, Product Development, Account Management, Direct Marketing, Sales, B2B, Lead Generation, Sales Operations, Direct Sales, CRM, Business Planning, Digital Marketing, Key Account Management, Online Marketing, Email Marketing, Online Advertising, E-commerce, Trade Shows, Marketing Research, Shopper Marketing, Relationship Marketing, Social Networking, Strategic Partnerships, Business Development, Multi-channel Marketing
Education
Western Michigan University - Haworth College of Business 1986 — 1990
BBA, Marketing
Grand Rapids Community College 1985 — 1987
Associate of Arts, Business
Mainfreight USA January 2015 - Present
Mainfreight USA May 2014 - Present
Mainfreight USA June 2011 - Present
Mainfreight USA May 2013 - May 2014
AIT Worldwide Logistics January 2010 - August 2011
Georgetown University August 2008 - April 2009
John Hancock Life Insurance Company (U.S.A.) May 2007 - July 2008
Skills
Operations Management, International Logistics, Logistics, Supply Chain Management, Freight, Transportation, Freight Forwarding, Warehousing, 3PL, Air Freight, Supply Chain, Microsoft Office, LTL, Truckload, Warehouse Management, Ocean, Sales Management, Management, Transportation..., Logistics Management, Supply Chain..., Trucking, Inventory Management, Team Building, Materials Management, Supply Chain Operations, Forwarding
Education
North Park University 2011 — 2014
MBA, Operations and Management
Georgetown University - The McDonough School of Business 2004 — 2009
B.S.B.A., Operations and Information Management, New and Small Business Management
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
Upromise June 2008 - October 2011
Cintas October 2006 - May 2008
Skills
Risk Management, Financial Modeling, Financial Analysis, Internal Audit, Auditing, Strategic Planning, Microsoft Excel, Due Diligence, Financial Services, Internal Controls, Investments, Data Analysis, Corporate Finance, Management, CRM, Strategic Financial..., Finance, Strategy, Accounting, Financial Reporting
Education
Harvard University 2002 — 2006
AB, Psychology
WalMart July 1997 - Present
Florence, SC School District 1 August 2005 - May 2008
Lee Road Methodist Church September 1991 - November 1997
Internal Revenue Service October 1982 - February 1985
John Hancock Life Insurance Company (U.S.A.) September 1971 - September 1981
Skills
secretarial, child care, customer service, Wal-Mart, Excel, Word, Merchandising, Retail, Writing, Research, Cash, Public Relations, Stores, Teaching, Data Entry, Customer Relations, Microsoft Office, Inventory Management
Education
Greenville Technical College 1992 — 1995
certificate, Early Childhood Learning
Berkley Clairmont Business School 1970 — 1971
certificate, secretarial
Farmers Insurance & Financial Services January 2010 - Present
American Enterprise February 2002 - February 2009
John Hancock Life Insurance Company (U.S.A.) 1990 - 1994
John Hancock Life Insurance Company (U.S.A.) 1990 - 1994
Skills
Life Insurance, Insurance, Long-term Care, Underwriting, Workers Compensation, Sales Management, Call Centers, Casualty, Medicare, General Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Recruiting, Customer Retention, Fixed Annuities, Liability, Property & Casualty..., Employee Benefits, Commercial Insurance, Training, Sales, Umbrella Insurance, Small Business, Leadership, Commercial Lines, Retirement
Education
Iowa State University - College of Business 1984 — 1989
BA, Finance
John Hancock Financial Services and Manulife Financial June 2015 - Present
John Hancock Financial Services / Manulife Financial April 2012 - Present
John Hancock Life Insurance Company (U.S.A.) April 2006 - April 2012
Walt Disney World August 2000 - January 2001
Skills
Insurance, HTML scripting, Process Writing, Human Resources, HR Software, Microsoft Excel, Microsoft Word, Access, Employee Benefits, Customer Service, Financial Services, HRIS, Microsoft Office, PowerPoint, Team Building, Risk Management, Public Speaking, Process Improvement
Education
Harvard University 2008 — 2012
Master's degree, Business Administration and Management, General
University of Massachusetts Boston 2003 — 2004
Master's Certificate, Woman in Politics and Public Policy
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Political Science and Government
John Hancock Financial Services March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2014
ING February 2008 - September 2010
Mercer August 2007 - December 2007
Oliver Wyman June 2007 - August 2007
Skills
Actuarial Science, Derivatives, VBA, SAS, Quantitative Finance, ALM, Statistical Modeling, Quantitative Analytics, Economic Capital, Financial Risk, Market Risk
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
Master of Science, Mathematical Risk Management
Georgia State University - J. Mack Robinson College of Business 2006 — 2007
Master of Actuarial Science
Renmin University of China 2002 — 2006
Bachelor of Science, Statistics
Beijing No.2 Middle School 1996 — 2002
MainGate Inc. February 2013 - Present
MainGate Inc October 2007 - February 2013
John Hancock Life Insurance Company (U.S.A.) May 2006 - October 2007
Skills
Merchandising, Retail, Marketing, Event Planning, Financial Analysis, Customer Service, Sales, Real Estate, Strategic Planning
Education
Indiana University - Kelley School of Business 2002 — 2006
Marketing
Indiana University Bloomington
Ext. Marketing Inc. December 2014 - Present
Ext. Marketing Inc. February 2013 - December 2014
Manulife Financial February 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) September 2009 - July 2010
John Hancock Life Insurance Company (U.S.A.) March 2008 - April 2009
John Hancock Life Insurance Company (U.S.A.) March 2006 - March 2008
MassMutual Financial Group May 2005 - January 2006
AmeriCorps August 2003 - September 2004
Skills
Mutual Funds, Investments, Client Presentation, Segregated Funds, CRM, Relationship Management, Investment Marketing..., Retirement Planning, Variable/Fixed Annuities, Series 7, Financial Services, Sales, Marketing, Product Marketing, Asset Allocation
Education
Hobart and William Smith Colleges 1999 — 2003
Bachelor's Degree, Political Science
Orchard Park HS 1996 — 1999
High School
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
Citi Group June 2010 - August 2010
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
LinkedIn December 2014 - Present
Achievers December 2012 - December 2014
Poly Services Group March 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) October 2008 - March 2011
Education
Ryerson University
Certificate, Human Resources Management
University of Massachusetts at Amherst - Isenberg School of Management
Certificate, 401K Pension Plan Administration
The University of Western Ontario
Course in French Language
University of Guelph 2003 — 2007
Honours Bachelor of Arts, Criminal Justice and Public Policy
Vertex Computer Systems May 2011 - Present
GMO LLC August 2003 - May 2011
Fidelity Investments 1994 - 2003
American Financial Systems, Inc. 1992 - 1994
John Hancock Life Insurance Company (U.S.A.) 1985 - 1992
Skills
SQL Server, ASP.NET, C#, .NET, SQL, T-SQL, VBA, LINQ, ADO.NET, Visual Basic, Microsoft SQL Server, SSRS, Web Services, Databases, SSIS, SDLC, Agile Methodologies, WCF, Database Design, Silverlight, TFS, VB.NET, WPF, Visual Studio, XML, AJAX, ASP.NET MVC
Education
Harvard University 1979 — 1984
A.B., Computer Science
Simsbury High School
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Skills
Business Analysis, Business Requirements, User Acceptance Testing, 401k, Business Process..., Requirements Gathering, Financial Services, Systems Analysis, Requirements Analysis, SDLC, Business Process, Gap Analysis, Project Management, Process Improvement, Visio, Risk Management, Mutual Funds, Team Leadership
Education
Humber College
University of Louisville
University of Toronto
Partners HealthCare 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2013
Lincoln Financial Group 2005 - 2007
Lincoln Financial Group 2003 - 2004
Thor Industries 2002 - 2003
Lincoln Financial Group -Reinsurance Division sold to Swiss Re in 2002 1995 - 2002
Skills
Financial Reporting, Internal Controls, Project Management, Financial Analysis, Auditing, Accounting, Problem Solving, US GAAP, IFRS, Statutory Accounting, Sarbanes-Oxley, Strategic Financial..., Financial Services, Risk Management, Pensions, Financial Modeling, Management, Financial Statements
Education
Indiana University Bloomington
Master of Business Administration (MBA)
Indiana University Bloomington
Bachelor of Science (B.S.), Accounting
John Hancock Life Insurance Company (U.S.A.) April 2002 - Present
John Hancock Financial Services 2002 - Present
John Hancock Financial Services 2002 - 2015
Skills
Mutual Funds, 401k, Retirement, Defined Benefit, Relationship Management, Series 6, Life Insurance, Series 24, ERISA, Fixed Annuities
Education
Fullerton College
Loara High School
New Oasis International Education March 2013 - Present
American University January 2013 - March 2013
Gettysburg College June 2012 - August 2012
Gettysburg College January 2012 - May 2012
Gettysburg College August 2011 - May 2012
Gettysburg College August 2010 - May 2012
Gettysburg College September 2009 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Boston University June 2010 - August 2011
Presidio May 2010 - August 2011
Skills
Microsoft Office, First Aid, Cpr Certified, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Excel, Social Media, SPSS, Microsoft Word, Admissions, Higher Education, Fundraising, Editing, Community Outreach, Facebook, Student Affairs, Non-profits, Teaching, Outlook, Train Staff, Adobe Creative Suite, PeopleSoft, InDesign, Fire Extinguisher, Academic Advising, Nonprofits
Education
Gettysburg College 2008 — 2012
BA, Political Science/Globalization Studies, Art Studio
Masconomet High School 2004 — 2008
High School Diploma
Henderson Global Investors September 2013 - Present
Envestnet Asset Management March 2012 - September 2013
John Hancock Life Insurance Company (U.S.A.) June 2011 - March 2012
COUNTRY ® Financial January 2010 - May 2011
Skills
Series 7, Investments, Series 63
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
John Hancock Life Insurance Company (U.S.A.) August 2008 - Present
Skills
Application..., Vendor Management, Disaster Recovery, Enterprise Software, SDLC, VMware, Active Directory, Business Analysis, Storage, Citrix, Windows 7, VDI, Data Center, Enterprise Architecture, System Deployment
Education
Husson University
MIT April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - April 2013
John Hancock Life Insurance Company (U.S.A.) September 2004 - 2007
ADP 2003 - 2004
Scudder Investments 2001 - 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Employee Benefits, Process Improvement, Management, Vendor Management, Insurance, Talent Management, Financial Services, Onboarding, Human Resources, Performance Management
Education
Granite State College
Bachelor of Science (BS), Business Administration and Management, General