JOHN HANCOCK MUTUAL FUNDS
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JOHN HANCOCK MUTUAL FUNDS Employees
Employee
Years
Job
Industry
Nancy Leahy Nancy Leahy's JOHN HANCOCK MUTUAL FUNDS Experience January 1992 - January 1996
Job Certified Wilson Reading Teacher/Private Tutor
Industry Education Management
Experience
Newburyport Public Schools September 2014 - Present
Frances T. Bresnahan Elementary School September 2013 - June 2014
Amesbury Public Schools January 2003 - June 2013
John Hancock Mutual Funds January 1992 - January 1996
John Hancock Mutual Funds January 1992 - January 1996
Pioneer Mutual Funds January 1984 - January 1992
Skills
Teaching, Lesson Planning, Educational Leadership, Language Arts, Management, Curriculum Design, Classroom Management, Higher Education, Elementary Education, Tutoring, Teaching Reading, Writing, Literacy, Differentiated..., Editing, Classroom
Education
Saint Michael's College
Bachelor's Degree, English
Saint Michael's College
Wilson Academy
Level One Certification
Newburyport Public Schools September 2014 - Present
Frances T. Bresnahan Elementary School September 2013 - June 2014
Amesbury Public Schools January 2003 - June 2013
John Hancock Mutual Funds January 1992 - January 1996
John Hancock Mutual Funds January 1992 - January 1996
Pioneer Mutual Funds January 1984 - January 1992
Skills
Teaching, Lesson Planning, Educational Leadership, Language Arts, Management, Curriculum Design, Classroom Management, Higher Education, Elementary Education, Tutoring, Teaching Reading, Writing, Literacy, Differentiated..., Editing, Classroom
Education
Saint Michael's College
Bachelor's Degree, English
Saint Michael's College
Wilson Academy
Level One Certification
Millie McCarthy Millie McCarthy's JOHN HANCOCK MUTUAL FUNDS Experience July 1990 - September 1998
Job Living winters at Lake Fairways CC Florida
Industry Arts and Crafts
Experience
Lake Fairways Community October 2012 - Present
John Hancock Mutual Funds July 1990 - September 1998
John Hancock Life Insurance Company (U.S.A.) June 1976 - July 1979
Skills
Fundraising, Microsoft Office, Customer Service, Nonprofits, Microsoft Word, PowerPoint, Public Speaking, Event Planning
Education
Massachusetts Bay Community College 1974 — 1976
Associate's degree, Administrative Assistant and Secretarial Science, General
Somerville High School 1971 — 1974
High School Diploma, Administrative Assistant and Secretarial Science, General
Lake Fairways Community October 2012 - Present
John Hancock Mutual Funds July 1990 - September 1998
John Hancock Life Insurance Company (U.S.A.) June 1976 - July 1979
Skills
Fundraising, Microsoft Office, Customer Service, Nonprofits, Microsoft Word, PowerPoint, Public Speaking, Event Planning
Education
Massachusetts Bay Community College 1974 — 1976
Associate's degree, Administrative Assistant and Secretarial Science, General
Somerville High School 1971 — 1974
High School Diploma, Administrative Assistant and Secretarial Science, General
Duncan O'Brien Duncan O'Brien's JOHN HANCOCK MUTUAL FUNDS Experience June 2012 - August 2012
Job Summer Analyst at Global Atlantic Financial Group Limited
Industry
Experience
Global Atlantic Financial Group Limited June 2015 - August 2015
Professor Josh Lerner and Professor Jean Tirole (2014 Nobel Prize in Economics) June 2014 - March 2015
Professor Stuart Gilson June 2014 - August 2014
Massachusett's State Treasurer's Office January 2013 - January 2013
John Hancock Mutual Funds June 2012 - August 2012
Massachusetts State House June 2009 - June 2012
Massachusetts State Senate June 2011 - August 2011
Representative Barney Frank's Constituent Office July 2010 - August 2010
Skills
Microsoft Excel, Matlab, Stata, PowerPoint, Microsoft Word, Teamwork, Economics, Data Analysis, Statistics, Analysis, Leadership
Education
Harvard University 2012 — 2016
Bachelor’s Degree, Major: Applied Math; Minor: Economics, Senior
Harvard Summer School 2013 — 2013
German Language and Literature
Global Atlantic Financial Group Limited June 2015 - August 2015
Professor Josh Lerner and Professor Jean Tirole (2014 Nobel Prize in Economics) June 2014 - March 2015
Professor Stuart Gilson June 2014 - August 2014
Massachusett's State Treasurer's Office January 2013 - January 2013
John Hancock Mutual Funds June 2012 - August 2012
Massachusetts State House June 2009 - June 2012
Massachusetts State Senate June 2011 - August 2011
Representative Barney Frank's Constituent Office July 2010 - August 2010
Skills
Microsoft Excel, Matlab, Stata, PowerPoint, Microsoft Word, Teamwork, Economics, Data Analysis, Statistics, Analysis, Leadership
Education
Harvard University 2012 — 2016
Bachelor’s Degree, Major: Applied Math; Minor: Economics, Senior
Harvard Summer School 2013 — 2013
German Language and Literature
Michael P. DiCarlo Michael P. DiCarlo's JOHN HANCOCK MUTUAL FUNDS Experience January 1983 - June 1996
Job Executive Vice President & Chief Operating Officer Western Operations at Attract China
Industry Internet
Experience
Attract China January 2013 - Present
Caledonia Consulting Company June 2006 - September 2014
Monarchs House January 2001 - September 2014
American Tower January 2010 - September 2012
St Andrews Grand LLC January 2006 - August 2007
Caledonia Capital Management June 1996 - December 2005
John Hancock Mutual Funds January 1983 - June 1996
Skills
Team Building, Asset Managment, Analytical Skills, Start-ups, Strategic Partnerships, New Business Development, Business Development, Business Strategy, Strategic Planning, Mergers, Marketing Strategy, Sales Management, Financial Modeling, Global Operations, Due Diligence, Contract Negotiation, Value Creation, Strategy, Asset Management, Mergers & Acquisitions, Investments, Marketing, E-commerce, Leadership, Product Development, Sales, Entrepreneurship, Selling, Management
Education
University of Massachusetts Boston 1976 — 1980
Bachelor of Arts (BA), Political Science and Government, Public Administration
Boston Latin School 1969 — 1974
Attract China January 2013 - Present
Caledonia Consulting Company June 2006 - September 2014
Monarchs House January 2001 - September 2014
American Tower January 2010 - September 2012
St Andrews Grand LLC January 2006 - August 2007
Caledonia Capital Management June 1996 - December 2005
John Hancock Mutual Funds January 1983 - June 1996
Skills
Team Building, Asset Managment, Analytical Skills, Start-ups, Strategic Partnerships, New Business Development, Business Development, Business Strategy, Strategic Planning, Mergers, Marketing Strategy, Sales Management, Financial Modeling, Global Operations, Due Diligence, Contract Negotiation, Value Creation, Strategy, Asset Management, Mergers & Acquisitions, Investments, Marketing, E-commerce, Leadership, Product Development, Sales, Entrepreneurship, Selling, Management
Education
University of Massachusetts Boston 1976 — 1980
Bachelor of Arts (BA), Political Science and Government, Public Administration
Boston Latin School 1969 — 1974
Gregg Mozzi, CLTC Gregg Mozzi, CLTC's JOHN HANCOCK MUTUAL FUNDS Experience November 1995 - December 2000
Job Independent Insurance Specialist
Industry Financial Services
Experience
Gregg Mozzi Financial 2010 - Present
MassMutual Financial Group 2008 - 2010
JOHN HANCOCK LONG TERM CARE INSURANCE December 2006 - December 2008
JOHN HANCOCK LIFE INSURANCE COMPANY February 2004 - December 2006
MASSMUTUAL LIFE INSURANCE COMPANY February 2002 - February 2004
Lincoln Financial December 2000 - December 2001
JOHN HANCOCK MUTUAL FUNDS November 1995 - December 2000
Skills
Long Term Care, Annuities, Financial Advisory, Financial Planning, Retirement Planning, Term Life Insurance, Disability Insurance, Family Wealth Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Life Insurance, Investments, Retirement, Insurance, Small Business, Sales, Long Term Care Insurance, Employee Benefits, Marketing, Finance, Wealth Management..., Leadership, Estate Planning, Mortgage Lending, Health Insurance, Customer Service, Management, Strategic Planning
Education
University of Rhode Island 1986 — 1991
B. A, Economics
The Coporation for Long Term Care
Ceritified in Long Term Care
Center for Phenomological Leadership 2010 — 2013
The Psychology of Money
Gregg Mozzi Financial 2010 - Present
MassMutual Financial Group 2008 - 2010
JOHN HANCOCK LONG TERM CARE INSURANCE December 2006 - December 2008
JOHN HANCOCK LIFE INSURANCE COMPANY February 2004 - December 2006
MASSMUTUAL LIFE INSURANCE COMPANY February 2002 - February 2004
Lincoln Financial December 2000 - December 2001
JOHN HANCOCK MUTUAL FUNDS November 1995 - December 2000
Skills
Long Term Care, Annuities, Financial Advisory, Financial Planning, Retirement Planning, Term Life Insurance, Disability Insurance, Family Wealth Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Life Insurance, Investments, Retirement, Insurance, Small Business, Sales, Long Term Care Insurance, Employee Benefits, Marketing, Finance, Wealth Management..., Leadership, Estate Planning, Mortgage Lending, Health Insurance, Customer Service, Management, Strategic Planning
Education
University of Rhode Island 1986 — 1991
B. A, Economics
The Coporation for Long Term Care
Ceritified in Long Term Care
Center for Phenomological Leadership 2010 — 2013
The Psychology of Money
Jason Weinstein's JOHN HANCOCK MUTUAL FUNDS Experience September 2006 - January 2008
Job Sales and Marketing Professional
Industry Financial Services
Experience
Mesirow Financial May 2014 - Present
Asure Software October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2008 - March 2013
John Hancock Mutual Funds September 2006 - January 2008
Skills
Relationship Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, CRM, Market Research, Financial Services, Competitive Analysis, Sales, Social Media Marketing, Data Analysis, Marketing, Marketing Strategy, Marketing Communications, Business Development, Building Relationships, Account Management, Communication Skills, Positive Team Player, Problem Solving, Issue Resolution, Time Management, Negotiation, Management, Analysis, Employee Benefits, Lead Generation, Cold Calling, Analytics, Leadership, Sales Presentations, Sales Process, Sales Operations, Strategy
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Mesirow Financial May 2014 - Present
Asure Software October 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) January 2008 - March 2013
John Hancock Mutual Funds September 2006 - January 2008
Skills
Relationship Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, CRM, Market Research, Financial Services, Competitive Analysis, Sales, Social Media Marketing, Data Analysis, Marketing, Marketing Strategy, Marketing Communications, Business Development, Building Relationships, Account Management, Communication Skills, Positive Team Player, Problem Solving, Issue Resolution, Time Management, Negotiation, Management, Analysis, Employee Benefits, Lead Generation, Cold Calling, Analytics, Leadership, Sales Presentations, Sales Process, Sales Operations, Strategy
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Christine Creamer's JOHN HANCOCK MUTUAL FUNDS Experience July 2010 - June 2013
Job Senior Copy Editor at John Hancock Investments
Industry Publishing
Experience
John Hancock Investments June 2013 - Present
John Hancock Mutual Funds July 2010 - June 2013
PartyLite June 2010 - September 2010
Beyond Words Proofreading October 2004 - April 2010
Skills
Copyediting, Proofreading, Marketing, Financial Materials, Direct Marketing, Fact-checking, Marketing Communications, Brochures, Direct Mail Campaigns, HTMLs, Newsletters, White Papers, Rebranding, Blog Marketing, Employee Training, Advertising, Directories, PowerPoints, Law, Journals [Medical], Books, Product Catalogues
Education
Massachusetts College of Art 1993 — 1996
Bachelor of Fine Arts (BFA), Illustration
School of the Museum of Fine Arts 1992 — 1993
John Hancock Investments June 2013 - Present
John Hancock Mutual Funds July 2010 - June 2013
PartyLite June 2010 - September 2010
Beyond Words Proofreading October 2004 - April 2010
Skills
Copyediting, Proofreading, Marketing, Financial Materials, Direct Marketing, Fact-checking, Marketing Communications, Brochures, Direct Mail Campaigns, HTMLs, Newsletters, White Papers, Rebranding, Blog Marketing, Employee Training, Advertising, Directories, PowerPoints, Law, Journals [Medical], Books, Product Catalogues
Education
Massachusetts College of Art 1993 — 1996
Bachelor of Fine Arts (BFA), Illustration
School of the Museum of Fine Arts 1992 — 1993
Art Creel Art Creel's JOHN HANCOCK MUTUAL FUNDS Experience June 2005 - June 2008
Job General Manager, Prime Plan Solutions at DST Systems
Industry Financial Services
Experience
DST Systems February 2015 - Present
Financial Services Sales Management, LLC July 2014 - February 2015
John Hancock Retirement Plan Services June 2008 - December 2013
John Hancock Mutual Funds June 2005 - June 2008
John Hancock Mutual Funds January 2002 - May 2005
John Hancock Mutual Funds January 1999 - January 2002
John Hancock Mutual Funds January 1994 - January 1999
First Tennessee Bank July 1992 - January 1994
Skills
Public Speaking, People..., Management, Sales, Mutual Funds, Investments, Sales Management, Qualified Retirement..., Relationship Management, Financial Services, Marketing, Retirement Planning, Series 63, Retirement, Fixed Annuities, Leadership, Series 7, Distribution Strategies, 401k, Asset Allocation, Wealth Management, Separately Managed..., Series 24, Series 65, Asset Management
Education
University of Southern Mississippi 1981 — 1986
Bachelor of Business Administration (B.B.A.), Banking and Financial Services
DST Systems February 2015 - Present
Financial Services Sales Management, LLC July 2014 - February 2015
John Hancock Retirement Plan Services June 2008 - December 2013
John Hancock Mutual Funds June 2005 - June 2008
John Hancock Mutual Funds January 2002 - May 2005
John Hancock Mutual Funds January 1999 - January 2002
John Hancock Mutual Funds January 1994 - January 1999
First Tennessee Bank July 1992 - January 1994
Skills
Public Speaking, People..., Management, Sales, Mutual Funds, Investments, Sales Management, Qualified Retirement..., Relationship Management, Financial Services, Marketing, Retirement Planning, Series 63, Retirement, Fixed Annuities, Leadership, Series 7, Distribution Strategies, 401k, Asset Allocation, Wealth Management, Separately Managed..., Series 24, Series 65, Asset Management
Education
University of Southern Mississippi 1981 — 1986
Bachelor of Business Administration (B.B.A.), Banking and Financial Services
Marshall Dodge, CRPC ® Marshall Dodge, CRPC ®'s JOHN HANCOCK MUTUAL FUNDS Experience September 2006 - December 2008
Job Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2013 - Present
John Hancock Retirement Plan Services July 2010 - April 2013
John Hancock Retirement Plan Services January 2009 - July 2010
John Hancock Mutual Funds September 2006 - December 2008
Eaton Vance September 2004 - September 2006
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Sales, Series 6, Relationship Management, Wealth Management, Financial Services
Education
University of Denver - Daniels College of Business 1998 — 2002
John Hancock Retirement Plan Services April 2013 - Present
John Hancock Retirement Plan Services July 2010 - April 2013
John Hancock Retirement Plan Services January 2009 - July 2010
John Hancock Mutual Funds September 2006 - December 2008
Eaton Vance September 2004 - September 2006
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Sales, Series 6, Relationship Management, Wealth Management, Financial Services
Education
University of Denver - Daniels College of Business 1998 — 2002
Betsy Kenedy Betsy Kenedy's JOHN HANCOCK MUTUAL FUNDS Experience July 1995 - Present
Job Director, Editorial Services, Marketing Communications at John Hancock Mutual Funds
Industry Financial Services
Experience
John Hancock Mutual Funds July 1995 - Present
Education
Rosemont College
Bachelor of Arts (B.A.), French Language and Literature
John Hancock Mutual Funds July 1995 - Present
Education
Rosemont College
Bachelor of Arts (B.A.), French Language and Literature
Louis F. Ballerene, CFP®, PMP Louis F. Ballerene, CFP®, PMP's JOHN HANCOCK MUTUAL FUNDS Experience June 2011 - May 2013
Job Business Solutions Program Manager at BCBSMA
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Mutual Funds June 2011 - May 2013
John Hancock Mutual Funds March 2010 - May 2011
Dunkin' Brands July 2009 - March 2010
Fidelity investments - Strategic Advisers January 2005 - February 2009
CitiStreet 2004 - 2005
John Hancock 1999 - 2004
Arthur Andersen 1998 - 1999
Fidelity Investments - Ethics Office March 1997 - January 1998
Andersen Consulting 1993 - 1997
Skills
Financial Services, Tax, Business Analysis, Project Planning, Requirements Gathering, PMP, Process Improvement, Mutual Funds, Investments, Project Management, Insurance, SDLC, Strategy, PMO, Analytical Skills, Cross-functional Team..., Software Development
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management Information Systems, Finance, Economics
Holliston High School 1986 — 1989
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Mutual Funds June 2011 - May 2013
John Hancock Mutual Funds March 2010 - May 2011
Dunkin' Brands July 2009 - March 2010
Fidelity investments - Strategic Advisers January 2005 - February 2009
CitiStreet 2004 - 2005
John Hancock 1999 - 2004
Arthur Andersen 1998 - 1999
Fidelity Investments - Ethics Office March 1997 - January 1998
Andersen Consulting 1993 - 1997
Skills
Financial Services, Tax, Business Analysis, Project Planning, Requirements Gathering, PMP, Process Improvement, Mutual Funds, Investments, Project Management, Insurance, SDLC, Strategy, PMO, Analytical Skills, Cross-functional Team..., Software Development
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management Information Systems, Finance, Economics
Holliston High School 1986 — 1989
John H Bradley, CNSA John H Bradley, CNSA's JOHN HANCOCK MUTUAL FUNDS Experience February 1988 - July 1998
Job Training Specialist/Consultant at Newmarket International
Industry Computer Software
Experience
Newmarket International July 1998 - Present
John Hancock Mutual Funds February 1988 - July 1998
First Signature Bank & Trust 1988 - 1992
First Signature Bank & Trust 1988 - 1992
Skills
Software Training, Crystal Reports, Hotels, Delphi versions 7.1 -..., Report Builder, Market Vision, Hands-on Training
Education
University of New Hampshire 1982 — 1986
Bachelors Degree, Psychology
Newmarket International July 1998 - Present
John Hancock Mutual Funds February 1988 - July 1998
First Signature Bank & Trust 1988 - 1992
First Signature Bank & Trust 1988 - 1992
Skills
Software Training, Crystal Reports, Hotels, Delphi versions 7.1 -..., Report Builder, Market Vision, Hands-on Training
Education
University of New Hampshire 1982 — 1986
Bachelors Degree, Psychology
Ann Shanley Ann Shanley's JOHN HANCOCK MUTUAL FUNDS Experience January 1993 - January 1999
Job Compliance, Audit, and Risk Mitigation Professional
Industry Financial Services
Experience
Loaves and Fishes 2009 - Present
ProNet Charlotte 2009 - 2012
TDBank North November 2010 - December 2010
Ally Bank (formerly GMAC) July 2010 - October 2010
Carolinas Healthcare System 2009 - 2010
Wachovia Bank 2003 - 2008
PNC Global Investment Servicing (formerly PFPC) January 1999 - January 2003
PNC Global Investment Servicing (formerly PFPC) 1999 - 2003
First Data Corporation 1998 - 2000
John Hancock Mutual Funds January 1993 - January 1999
Skills
AML, Securities, Compliance Audits, KYC, Risk Management, Banking, Due Diligence, Compliance, Mutual Funds, Risk Mitigation, Regulatory Reporting, Quality Auditing, Internal Audit, Asset Management, Policy, Program Management, Risk Assessment, Loans, Leadership, Internal Controls, Training, Analysis, Employee Benefits, Financial Risk, Process Improvement, Governance, Management, Corporate Governance, Financial Services, Data Analysis, Legal Compliance, Retirement Planning, Auditing, Retirement, Change Management, Employee Training, Finance, Mergers & Acquisitions, Enterprise Risk..., Human Resources, Managerial Finance, Leadership Development, Regulations, Operational Risk..., Operational Risk, Business Process..., Fraud, Financial Analysis, Strategy, Conflict Resolution
Education
New York University Law School
Graduate Program
New York University School of Law
Certificate
University of Illinois at Urbana-Champaign
BA
Loaves and Fishes 2009 - Present
ProNet Charlotte 2009 - 2012
TDBank North November 2010 - December 2010
Ally Bank (formerly GMAC) July 2010 - October 2010
Carolinas Healthcare System 2009 - 2010
Wachovia Bank 2003 - 2008
PNC Global Investment Servicing (formerly PFPC) January 1999 - January 2003
PNC Global Investment Servicing (formerly PFPC) 1999 - 2003
First Data Corporation 1998 - 2000
John Hancock Mutual Funds January 1993 - January 1999
Skills
AML, Securities, Compliance Audits, KYC, Risk Management, Banking, Due Diligence, Compliance, Mutual Funds, Risk Mitigation, Regulatory Reporting, Quality Auditing, Internal Audit, Asset Management, Policy, Program Management, Risk Assessment, Loans, Leadership, Internal Controls, Training, Analysis, Employee Benefits, Financial Risk, Process Improvement, Governance, Management, Corporate Governance, Financial Services, Data Analysis, Legal Compliance, Retirement Planning, Auditing, Retirement, Change Management, Employee Training, Finance, Mergers & Acquisitions, Enterprise Risk..., Human Resources, Managerial Finance, Leadership Development, Regulations, Operational Risk..., Operational Risk, Business Process..., Fraud, Financial Analysis, Strategy, Conflict Resolution
Education
New York University Law School
Graduate Program
New York University School of Law
Certificate
University of Illinois at Urbana-Champaign
BA
Larry Little Larry Little's JOHN HANCOCK MUTUAL FUNDS Experience January 2006 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Jackson National Life March 2007 - Present
John Hancock Mutual Funds January 2006 - March 2007
Jackson National Life January 2001 - January 2006
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Series 6, Separately Managed..., Retirement, Retirement Planning, Series 65, Series 24, Uniform Combined State..., Bonds, Stocks, Fixed Income, Separate Accounts, 401k Rollovers, Public Speaking, IRAs, ETFs
Education
Pfeiffer University 1977 — 1981
BA Business Administration, Majored in Business Administration, Minor in Psychology
RJ Reynolds ,Sr. high, Winston-Salem,NC 1975 — 1977
College Prepatory, College Prep
Jackson National Life March 2007 - Present
John Hancock Mutual Funds January 2006 - March 2007
Jackson National Life January 2001 - January 2006
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Series 6, Separately Managed..., Retirement, Retirement Planning, Series 65, Series 24, Uniform Combined State..., Bonds, Stocks, Fixed Income, Separate Accounts, 401k Rollovers, Public Speaking, IRAs, ETFs
Education
Pfeiffer University 1977 — 1981
BA Business Administration, Majored in Business Administration, Minor in Psychology
RJ Reynolds ,Sr. high, Winston-Salem,NC 1975 — 1977
College Prepatory, College Prep
Alex Lagos's JOHN HANCOCK MUTUAL FUNDS Experience February 1996 - September 1999
Job Senior Analyst, HR Technology Reporting & Analytics CocaCola North America Group
Industry Information Technology and Services
Experience
Coca-Cola Refreshments October 2012 - Present
TriNet June 2011 - October 2012
Chico's FAS Inc. 2008 - 2011
VISTAPRINT USA February 2006 - December 2007
DIGITAS INC January 2000 - January 2007
Vistaprint 2007 - 2007
Digitas, Inc. 2005 - 2007
Digitas 1999 - 2000
John Hancock Mutual Funds February 1996 - September 1999
JOHN HANCOCK MUTUAL FUNDS, INC January 1996 - January 1999
Skills
SuccessFactors, SharePoint Designer, Documentation Specialist, SAP Dashboard Design, ImageNow / Web Now, Business Intelligence, HR Metrics, Reporting &..., Functional Requirements..., Technical Writing, MS Excel - Expert Level, MS Access - Expert Level, MS Visio - Intermediate..., Quality, Process Improvement, Project Management, Functional Requirements, Employee Benefits, Deferred Compensation, Training, Recruiting, Management, Personnel Management, SaaS, Leadership, Strategy
Education
Curry College
B.A., Business Management
Coca-Cola Refreshments October 2012 - Present
TriNet June 2011 - October 2012
Chico's FAS Inc. 2008 - 2011
VISTAPRINT USA February 2006 - December 2007
DIGITAS INC January 2000 - January 2007
Vistaprint 2007 - 2007
Digitas, Inc. 2005 - 2007
Digitas 1999 - 2000
John Hancock Mutual Funds February 1996 - September 1999
JOHN HANCOCK MUTUAL FUNDS, INC January 1996 - January 1999
Skills
SuccessFactors, SharePoint Designer, Documentation Specialist, SAP Dashboard Design, ImageNow / Web Now, Business Intelligence, HR Metrics, Reporting &..., Functional Requirements..., Technical Writing, MS Excel - Expert Level, MS Access - Expert Level, MS Visio - Intermediate..., Quality, Process Improvement, Project Management, Functional Requirements, Employee Benefits, Deferred Compensation, Training, Recruiting, Management, Personnel Management, SaaS, Leadership, Strategy
Education
Curry College
B.A., Business Management
Noelle Hallman Noelle Hallman's JOHN HANCOCK MUTUAL FUNDS Experience October 1991 - December 2000
Job VP at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2003 - Present
John Hancock Mutual Funds October 1991 - December 2000
Education
Texas A&M University
B.A., Management
JP Morgan July 2003 - Present
John Hancock Mutual Funds October 1991 - December 2000
Education
Texas A&M University
B.A., Management
Yssabella Sartori Yssabella Sartori's JOHN HANCOCK MUTUAL FUNDS Experience May 2011 - August 2011
Job Associate at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company October 2014 - Present
PROMPT COMMUNICATIONS September 2012 - September 2013
SUFFOLK UNIVERSITY September 2012 - 2013
THE LINCOLN GROUP, LLC May 2009 - August 2012
SUFFOLK UNIVERSITY January 2011 - May 2012
JOHN HANCOCK MUTUAL FUNDS May 2011 - August 2011
Education
Suffolk University 2012 — 2013
Master, Accountancy
Suffolk University
BS, Accounting
DiCicco, Gulman & Company October 2014 - Present
PROMPT COMMUNICATIONS September 2012 - September 2013
SUFFOLK UNIVERSITY September 2012 - 2013
THE LINCOLN GROUP, LLC May 2009 - August 2012
SUFFOLK UNIVERSITY January 2011 - May 2012
JOHN HANCOCK MUTUAL FUNDS May 2011 - August 2011
Education
Suffolk University 2012 — 2013
Master, Accountancy
Suffolk University
BS, Accounting
Sam Gumma, CRPC Sam Gumma, CRPC's JOHN HANCOCK MUTUAL FUNDS Experience February 2007 - April 2014
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
Tom Weary's JOHN HANCOCK MUTUAL FUNDS Experience November 1989 - May 1996
Job Chief Investment Officer at Lau Associates
Industry Investment Management
Experience
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Maureen Maynard Maureen Maynard's JOHN HANCOCK MUTUAL FUNDS Experience November 1993 - October 1995
Job Director, Records Management, PMP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services, Inc. January 2005 - February 2014
John Hancock Mutual Funds November 1993 - October 1995
Putnam Investments September 1992 - November 1993
Skills
Risk Assessment, Business Process..., Testing, Vendor Management, Strategic Planning, Customer Service, Requirements Analysis, Business Requirements, Financial Services, Project Planning, Compliance, Management, Project Portfolio..., Requirements Gathering
Education
Salem State College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northshore Community College 1993 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.83
University of Connecticut 1983 — 1984
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services, Inc. January 2005 - February 2014
John Hancock Mutual Funds November 1993 - October 1995
Putnam Investments September 1992 - November 1993
Skills
Risk Assessment, Business Process..., Testing, Vendor Management, Strategic Planning, Customer Service, Requirements Analysis, Business Requirements, Financial Services, Project Planning, Compliance, Management, Project Portfolio..., Requirements Gathering
Education
Salem State College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northshore Community College 1993 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.83
University of Connecticut 1983 — 1984
Richard Foote Richard Foote's JOHN HANCOCK MUTUAL FUNDS Experience 1987 - 1997
Job Chief Marketing Officer at Bowditch & Dewey, LLP
Industry Legal Services
Experience
Bowditch & Dewey, LLP 2003 - 2014
Northeastern University, (Department of Management, University College) 1994 - 2002
SkillSoft Corporation 2001 - 2001
Arthur Andersen, LLP 1998 - 2000
John Hancock Mutual Funds 1987 - 1997
US Environmental Protecton Agency 1980 - 1987
Skills
Business Development, Relationship Management, Strategic Planning, Marketing Strategy, Brand Development, Strategic Partnerships, Stakeholder Management, Market Analysis, Integrated Marketing, Strategic Communications, B2B Marketing, Online Advertising, Corporate Development, Mergers & Acquisitions, Product Development, New Business..., Business Opportunity..., Business Strategy, Pricing Strategy, Matrix Management, Project Management, Negotiation, Public Speaking
Education
Boston College Law School 1977 — 1979
J.D.
St. Lawrence University 1972 — 1976
BA, Government/Biology
Richmond, The American International University in London 1975 — 1975
Bowditch & Dewey, LLP 2003 - 2014
Northeastern University, (Department of Management, University College) 1994 - 2002
SkillSoft Corporation 2001 - 2001
Arthur Andersen, LLP 1998 - 2000
John Hancock Mutual Funds 1987 - 1997
US Environmental Protecton Agency 1980 - 1987
Skills
Business Development, Relationship Management, Strategic Planning, Marketing Strategy, Brand Development, Strategic Partnerships, Stakeholder Management, Market Analysis, Integrated Marketing, Strategic Communications, B2B Marketing, Online Advertising, Corporate Development, Mergers & Acquisitions, Product Development, New Business..., Business Opportunity..., Business Strategy, Pricing Strategy, Matrix Management, Project Management, Negotiation, Public Speaking
Education
Boston College Law School 1977 — 1979
J.D.
St. Lawrence University 1972 — 1976
BA, Government/Biology
Richmond, The American International University in London 1975 — 1975
Karen Keene's JOHN HANCOCK MUTUAL FUNDS Experience 1993 - 1997
Job Senior Strategic Advisor at AARP
Industry Research
Experience
AARP March 2010 - Present
AARP Financial December 2005 - March 2010
Cerulli Associates 2000 - 2005
FT/Interactive Data 1997 - 2000
John Hancock Mutual Funds 1993 - 1997
Fidelity Investments 1989 - 1992
Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1994
MBA, Master of Business Administration
Bucknell University 1984 — 1988
BA, International Relations
AARP March 2010 - Present
AARP Financial December 2005 - March 2010
Cerulli Associates 2000 - 2005
FT/Interactive Data 1997 - 2000
John Hancock Mutual Funds 1993 - 1997
Fidelity Investments 1989 - 1992
Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1994
MBA, Master of Business Administration
Bucknell University 1984 — 1988
BA, International Relations
Tom Waisnor's JOHN HANCOCK MUTUAL FUNDS Experience January 2011 - July 2011
Job Director of Investments & Planning at Northwestern Mutual and Public Address Announcer for Lynnfield Pioneers Football
Industry Financial Services
Experience
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Gary Fong's JOHN HANCOCK MUTUAL FUNDS Experience December 2000 - November 2002
Job Performance Measurement
Industry Consumer Electronics
Experience
State Street Global Advisors 2011 - Present
State Street Bank January 2003 - August 2010
John Hancock Mutual Funds December 2000 - November 2002
Granahan Investment Management, Inc. January 1998 - November 2000
Education
Boston University 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
UCLA 1993 — 1994
Certificate of film, television and video, Arts, Entertainment, and Media Management
Boston College
BS Finance, Finance, General
Brookline High School
State Street Global Advisors 2011 - Present
State Street Bank January 2003 - August 2010
John Hancock Mutual Funds December 2000 - November 2002
Granahan Investment Management, Inc. January 1998 - November 2000
Education
Boston University 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
UCLA 1993 — 1994
Certificate of film, television and video, Arts, Entertainment, and Media Management
Boston College
BS Finance, Finance, General
Brookline High School
Renee Carrel's JOHN HANCOCK MUTUAL FUNDS Experience March 1993 - July 1995
Job Marketing Manager at McNeil Nutritionals
Industry Consumer Goods
Experience
McNeil Nutritionals Marketing ManagerJohnson & Johnson2007 - Present
McNeil Nutritionals (Div of J&J) 2006 - 2010
McNeil Consumer Healthcare 1997 - 2007
John Hancock Mutual Funds March 1993 - July 1995
Fidelity Investments 1988 - 1993
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Markting
Hamilton College 1984 — 1988
BA, Political Science
Westminster School 1981 — 1984
High School
South Junior High School
South Junior High School
McNeil Nutritionals Marketing ManagerJohnson & Johnson2007 - Present
McNeil Nutritionals (Div of J&J) 2006 - 2010
McNeil Consumer Healthcare 1997 - 2007
John Hancock Mutual Funds March 1993 - July 1995
Fidelity Investments 1988 - 1993
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Markting
Hamilton College 1984 — 1988
BA, Political Science
Westminster School 1981 — 1984
High School
South Junior High School
South Junior High School
Brian Landolfi's JOHN HANCOCK MUTUAL FUNDS Experience August 2010 - May 2011
Job Sales Representative at Shields Health Care Group
Industry Hospital & Health Care
Experience
Shields Health Care Group May 2011 - Present
John Hancock Mutual Funds August 2010 - May 2011
RBC August 2008 - May 2010
First New York Securities June 2002 - August 2008
Skills
Series 7, Financial Modeling, Equities, Bloomberg, Investments, Healthcare Industry, Marketing, Sales Management, Hedge Funds, Asset Allocation, Alternative Investments, Fixed Income, Asset Management, Mutual Funds, Series 63
Education
Amherst College 1998 — 2002
Bachelor of Arts, Economics
Xaverian Brothers High School 1994 — 1998
Shields Health Care Group May 2011 - Present
John Hancock Mutual Funds August 2010 - May 2011
RBC August 2008 - May 2010
First New York Securities June 2002 - August 2008
Skills
Series 7, Financial Modeling, Equities, Bloomberg, Investments, Healthcare Industry, Marketing, Sales Management, Hedge Funds, Asset Allocation, Alternative Investments, Fixed Income, Asset Management, Mutual Funds, Series 63
Education
Amherst College 1998 — 2002
Bachelor of Arts, Economics
Xaverian Brothers High School 1994 — 1998
Michael Boivin's JOHN HANCOCK MUTUAL FUNDS Experience February 1992 - February 1997
Job Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America February 2006 - March 2014
John Hancock Life Insurance Company (U.S.A.) February 1997 - July 2005
John Hancock Mutual Funds February 1992 - February 1997
Skills
Financial Modeling, Financial Statement..., Capital Markets, Derivatives, Investments, Ad Hoc Reporting, Securities, Banking, Loans, Financial Reporting, Financial Forecasting, Pivot Tables, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1977 — 1982
BA, Economics
Bank of America March 2014 - Present
Bank of America February 2006 - March 2014
John Hancock Life Insurance Company (U.S.A.) February 1997 - July 2005
John Hancock Mutual Funds February 1992 - February 1997
Skills
Financial Modeling, Financial Statement..., Capital Markets, Derivatives, Investments, Ad Hoc Reporting, Securities, Banking, Loans, Financial Reporting, Financial Forecasting, Pivot Tables, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1977 — 1982
BA, Economics
Joseph Caggiano III, CRPC, CLTC's JOHN HANCOCK MUTUAL FUNDS Experience June 2007 - January 2013
Job Investment Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Andy McFetridge's JOHN HANCOCK MUTUAL FUNDS Experience January 2012 - Present
Job Senior Vice President National Sales Manager Wirehouse Channel at John Hancock Investments
Industry Financial Services
Experience
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 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
Jonathan Cournoyer's JOHN HANCOCK MUTUAL FUNDS Experience September 2010 - September 2012
Job Regional Sales Manager, Customer Experience Applications Northeast at Oracle
Industry Computer Software
Experience
Oracle October 2014 - Present
Oracle September 2013 - October 2014
Oracle August 2012 - October 2014
John Hancock Mutual Funds September 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2011
John Hancock Life Insurance Company (U.S.A.) June 2008 - September 2010
Skills
Sales, Sales Process, SaaS, Solution Selling, Oracle CRM, Cloud Computing, Software Industry, Siebel, Oracle Applications, Eloqua, RightNow, CRM, Finance, Salesforce.com, Account Management, Direct Sales
Education
Saint Anselm College 2004 — 2008
BA, Business
Master School
Oracle October 2014 - Present
Oracle September 2013 - October 2014
Oracle August 2012 - October 2014
John Hancock Mutual Funds September 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2011
John Hancock Life Insurance Company (U.S.A.) June 2008 - September 2010
Skills
Sales, Sales Process, SaaS, Solution Selling, Oracle CRM, Cloud Computing, Software Industry, Siebel, Oracle Applications, Eloqua, RightNow, CRM, Finance, Salesforce.com, Account Management, Direct Sales
Education
Saint Anselm College 2004 — 2008
BA, Business
Master School
Steven Pruchansky's JOHN HANCOCK MUTUAL FUNDS Experience 1995 - 2013
Job Greenscapes, CEO
Industry Construction
Experience
Greenscapes June 1991 - Present
John Hancock Mutual Funds 1995 - 2013
Skills
Program Management, New Business Development, Construction, Sales Management, Project Management, Marketing Strategy, Business Development, Sales, Strategic Planning
Education
Boston University - School of Management
Greenscapes June 1991 - Present
John Hancock Mutual Funds 1995 - 2013
Skills
Program Management, New Business Development, Construction, Sales Management, Project Management, Marketing Strategy, Business Development, Sales, Strategic Planning
Education
Boston University - School of Management