John Hancock Retirement Plan Services

Description

Address: 115 Perimeter Center Pl, Atlanta, GA 30346 Phone: (770) 394-0540: Website: : Hours: Place name: : : Category: : : Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of John Hancock Retirement Plan Posting publicly on the Web Write a review Reviews Be the first to review

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John Hancock Retirement Plan Services Employees

Employee
Years
Job
Industry
Derek Hummel Derek Hummel Greater Atlanta Area Details
Derek Hummel's John Hancock Retirement Plan Services Experience 2003 - 2007
Job Regional Vice President Retirement Savings / 401(k)
Industry Financial Services
Experience
AXA - Retirement Services Group / 401(k)   November 2013 - Present
ADP Retirement Services  August 2007 - November 2013
John Hancock Retirement Plan Services   2003 - 2007
John Hancock Retirement Plan Services   2003 - 2007
Mercer Investment Consulting  2000 - 2003
Invesco Ltd.  1997 - 2000

Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Tracey Miller Tracey Miller Greater Boston Area Details
Tracey Miller's John Hancock Retirement Plan Services Experience October 2013 - August 2015
Job Project Manager/Retirement Plans Professional/Fidelity Investments
Industry Financial Services
Experience
TIAA-CREF  August 2015 - Present
John Hancock Retirement Plan Services   October 2013 - August 2015
Fidelity Investments  2007 - October 2013
Fidelity Investments  2001 - 2007
Fidelity Investments  1998 - 2001
Fidelity Investments  1997 - 1998
Fidelity Investments  1995 - 1997
Fidelity Investments  1993 - 1995
Fidelity Investments  1991 - 1993

Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Retirement, Investments, Program Management, Business Process..., Risk Management, Securities, Defined Contribution, 401k, 403 b, Project Management, Financial Analysis, Negotiation, Management, PMP, Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1997
MBA, Marketing

Babson College   1987 — 1991
BS, Finance/Investments

Mark Sheytanian Mark Sheytanian North Attleboro, Massachusetts Details
Mark Sheytanian's John Hancock Retirement Plan Services Experience August 1996 - Present
Job Director TaftHartley Client Strategy at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   August 1996 - Present

Education
Merrimack College   1992 — 1996
Bachelor, Political Science, Finance

Steve Stone MBA Steve Stone MBA Greater Chicago Area Details
Steve Stone MBA's John Hancock Retirement Plan Services Experience March 2011 - March 2012
Job Regional Sales Director at Kravitz, Inc.
Industry Insurance
Experience
Kravitz, Inc.   August 2015 - Present
July Business Services  August 2012 - July 2015
JPMorgan Chase  March 2012 - August 2012
John Hancock - Retirement Plan Services  March 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.)   February 2005 - March 2011
John Hancock/Manulife Financial   February 2005 - March 2006
DWS Scudder Investments  July 2004 - February 2005
DWS Investments  March 2002 - February 2005
John Hancock/Manulife Financial   March 2002 - February 2005
DWS Investments  October 2000 - March 2002

Skills
Series 7, Series 65, Series 6, Licensing, Sales Process, Plan Design, Series 63, Mutual Funds, Customer Relations, Annuities, Investments, 401k, Account Management, Customer Service, Sales Management, Excel, Retirement, New Business Development, Public Speaking, Negotiation, Word, Coaching, Team Building, Business Planning, Marketing Strategy, Consultative Selling, Retirement Planning, Microsoft Office, Sales Support, Problem Solving, Employee Benefits, Asset Allocation, Outlook, PowerPoint, Mentoring, Budgeting, Direct Sales, Pensions, Fixed Annuities, Sales Operations, Selling, Microsoft Excel, Defined Benefit, Management, Retirement Plan..., Qualified Retirement..., Sales

Education
DePaul University   2000 — 2003
M.B.A, Finance 2003

University of Iowa   1993 — 1997
B.B.A, Finance; Accounting & Economics

University of Iowa - Henry B. Tippie College of Business   1993 — 1997
B.B.A., Finance

Benjamin Caisse Benjamin Caisse San Francisco Bay Area Details
Benjamin Caisse's John Hancock Retirement Plan Services Experience September 2013 - Present
Job Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   September 2013 - Present
John Hancock Retirement Plan Services   September 2010 - September 2013
The Hartford  June 2009 - September 2010
The Hartford  June 2007 - June 2009

Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Series 7, Series 6, series 63, Life Insurance License

Education
Bryant University   2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Management

Gina Patete Gina Patete Greater Boston Area Details
Gina Patete's John Hancock Retirement Plan Services Experience November 2011 - Present
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   November 2011 - Present
John Hancock Retirement Plan Services   December 2009 - November 2011
Lazard Technology Partners   September 2001 - September 2004
SunTrust Equitable Securities  2000 - 2001

Skills
Event Management, Event Planning, Management, Project Management, Strategic Planning, Time Management, Sales, Marketing Strategy, Sales Process, CRM, Strategy, Corporate Events, Creative Problem Solving, Performance Improvement, Retirement, Financial Services, Mutual Funds, Investments, Retirement Planning, Leadership, Corporate Culture

Education
Bridgewater State College   1991 — 1995
BA, English, High School Education Minor, Cum Laude

Richard Neale Richard Neale Greater Boston Area Details
Richard Neale's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Web Technologies at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present

Skills
Marketing, Business Strategy, Advertising, Microsoft Office, Financial Services, Investments, Strategic Planning, Project Management, Customer Service, Proposal Writing, Relationship Management, Marketing Strategy, Mutual Funds, Business Planning, Series 63, Microsoft Excel, Photoshop, Product Management, Leadership, Management, Retirement Planning

Education
St. Martin's College, Lancaster University   1982 — 1983
Graduate Certificate in Education, Physics

Imperial College London   1978 — 1981
Bachelor of Science, Physics, Associate of the Royal College of Science (Honours)

Kathy Galvin Kathy Galvin Greater Boston Area Details
Kathy Galvin's John Hancock Retirement Plan Services Experience May 2008 - Present
Job Learning Consultant
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2008 - Present
Saint John School  September 2001 - May 2008
Benetemps  January 1997 - September 2001
Massachusetts Financial Services  January 1994 - January 1997

Skills
Employee Benefits, Defined Benefit, Management, Insurance, Teaching, Financial Services, Mutual Funds, Investments, Instructor-led Training, Pensions, Series 63, Securities, Retirement Planning, Program Management, Accounting

Education
Bentley University
Bachelor of Arts

Framingham State University
Masters, Education, Instructional Technology 2007

Jeremy Wolf Jeremy Wolf Greater Chicago Area Details
Jeremy Wolf's John Hancock Retirement Plan Services Experience February 2011 - February 2012
Job Director of Ecommerce at The Great Escape
Industry Retail
Experience
The Great Escape  September 2015 - Present
Groupon  February 2012 - Present
Groupon  October 2012 - October 2013
Groupon  February 2012 - October 2012
John Hancock Retirement Plan Services   February 2011 - February 2012
California State University, Dominguez Hills  September 2008 - January 2011
Oakland Community College  January 2007 - June 2008
Federal Collateral   September 2003 - January 2007

Skills
Sales, Sales Operations, Pricing, Negotiation, Series 63, Buyers, Salesforce.com, Brand Management, E-commerce, Wholesaling, Leadership, Series 6, Sales Management, Selling, Digital Marketing, Contract Negotiation, Series 7, Strategy, Life Insurance, Social Media Marketing, Guaranteed Lifetime..., Variable Annuities, Microsoft Office, Microsoft Excel, Wealth Management, Competitive Analysis, 401k, Microsoft Word, Mobile Commerce, NetSuite, Analytics, Demand Planning, Merchandise Planning, Team Management, Google Docs, Google Apps, Dropbox, Customer Service, Customer Insight, Management, Financial Sales, CPG Industry, CPG Sales, Marketing, Marketing Strategy

Education
UC Riverside   2008 — 2011
MA, American History

Wayne State University   2005 — 2007
MA, Ancient History

Michigan State University   1999 — 2003
BA, Communications

Brad Croall CRPC® Brad Croall CRPC® Greater Boston Area Details
Brad Croall CRPC®'s John Hancock Retirement Plan Services Experience December 2012 - Present
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services  June 2015 - Present
John Hancock Retirement Plan Services   December 2012 - Present
Quincy City Council   January 2012 - Present
Morgan Stanley Smith Barney  December 2009 - February 2011
Sovereign Bank Investment Services   2011 - 2011
John Hancock  June 2007 - December 2009

Skills
Mutual Funds, Retirement, Investments, Series 7, Series 63, Asset Allocation, Fixed Annuities, Asset Managment, Securities, Wealth Management, 401k, Retirement Planning, Alternative Investments

Education
University of Massachusetts Dartmouth   1999 — 2002
Bachelor, Business

Rebecca Galandy Rebecca Galandy Toronto, Canada Area Details
Rebecca Galandy's John Hancock Retirement Plan Services Experience 2002 - 2007
Job Helping clients strategically tell their stories
Industry Marketing and Advertising
Experience
thinkingcap   March 2009 - Present
John Hancock Retirement Plan Services   2002 - 2007
Sun Life Financial  2000 - 2002
Juvenile Diabetes Research Foundation  1996 - 2000

Skills
Marketing Communications, Financial Services, Direct Marketing, Marketing Strategy, Integrated Marketing, Retirement Planning, Marketing, Advertising, Sales, Marketing Management, Media Relations, Strategic Communications, Public Relations, Cross-functional Team..., Management, Business Strategy, Strategy, Leadership, Investments, Social Media, Strategic Planning, Copywriting, Mutual Funds, Press Releases, Newsletters, Social Media Marketing, Insurance, Blogging

Education
Brock University   1994 — 1996
Honours Business, Marketing

Wilfrid Laurier University   1991 — 1994
Honours Bachelor of Arts, U.S. & International Politics

Schulich School of Business
Marketing & Marketing Management / Advertising & Promotional Planning

Several Practice Management Courses
Emotional Intelligence, Effective Accountable Leadership, Facilitation & Building Rapport

Dana Gaffney, QKA Dana Gaffney, QKA Greater Boston Area Details
Dana Gaffney, QKA's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Senior ERISA Consultant at John Hancock Retirement Plan Services, QKA
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  February 1994 - April 2015
ADQ, Inc.   June 1990 - February 1994
General Cinema Corp   October 1989 - June 1990
Towers Watson  October 1986 - October 1989

Skills
Leadership, ERISA, Pensions, Defined Contribution, Customer Service, Retirement Planning, Fiduciary, Retirement, Mutual Funds, Defined Benefit

Education
St. Bonaventure University
BS, Mathematics, Business Administration

Patrick Prendergast Patrick Prendergast Providence, Rhode Island Area Details
Patrick Prendergast's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, DC Client Services at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Insurance Company  2013 - April 2015
Angell Pension Group  2012 - 2013
Mercer  2005 - 2012
CitiStreet  2001 - 2005
Tuition Management Systems  2001 - 2001
Fidelity Investments  2000 - 2001
Putnam Investments  1997 - 2000

Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word

Education
Providence College
MBA, Business Administration and Management, General

Goucher College   1991 — 1995
BA, Management

Joan Dorizzi Joan Dorizzi Greater Boston Area Details
Joan Dorizzi's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Defined Benefit Business John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  September 1997 - Present

Skills
Pensions, Defined Benefit, 401k, ERISA, Employee Benefits, Mutual Funds, Program Implementation, Retirement, Retirement Planning, Relationship Management, Leadership

Education
Boston University   1986 — 1990
BS, Communications

RHS

Kendra Osowski Kendra Osowski United States Details
Kendra Osowski's John Hancock Retirement Plan Services Experience June 2006 - December 2008
Job Regional Vice President John Hancock Retirement Plans
Industry Financial Services
Experience
John Hancock  June 2006 - Present
John Hancock Retirement Plan Services   June 2006 - December 2008

Skills
Retirement Planning, Asset Allocation, Employee Benefits, Retirement, Investments, 401k, Mutual Funds, Pensions, Series 6, Series 63, Fixed Annuities, Series 7, Financial Services, Defined Benefit

Education
Central Michigan University   1999 — 2003
BS in BA, Corporate Finance, Personal Financial Planning, Legal Studies

Lindsay Berry Lindsay Berry Greater Chicago Area Details
Lindsay Berry's John Hancock Retirement Plan Services Experience May 2008 - March 2011
Job Sales Support for General Motors (Accessories of Chicago)
Industry Financial Services
Experience
Northwestern Mutual  March 2012 - Present
John Hancock  May 2008 - March 2012
John Hancock Retirement Plan Services   May 2008 - March 2011
FGMK, LLC  May 2007 - August 2007

Education
Northern Illinois University   2004 — 2008
Business, Management

Northern Illinois University   2004 — 2008
Business, Management

Maria Scammell Maria Scammell Westwood, Massachusetts Details
Maria Scammell's John Hancock Retirement Plan Services Experience June 2014 - Present
Job Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   June 2014 - Present
Harvard Pilgrim Health Care  October 2011 - June 2014
New York Life Retirement Plan Services  2006 - October 2011
New York Life Retirement Plan Services  1997 - 2006
Putnam Investments  1996 - 1997

Skills
Employee Benefits, Project Management, Program Management, Training, Training Delivery, Relationship Management, Employee Training, Human Resources, Networking, Staff Development, Business Planning, Management, Leadership, Performance Management, Call Centers, Retirement

Education
Babson College   1988 — 1993
Bachelor of Science (B.S.), Finance/Investments

QHS   1984 — 1988

Colette J. Sagar, ARPC Colette J. Sagar, ARPC Boston, Massachusetts Details
Colette J. Sagar, ARPC's John Hancock Retirement Plan Services Experience April 2015 - Present
Job National Practice Leader at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  June 2014 - April 2015
MassMutual Financial Group  January 2013 - March 2013
The Hartford  November 2007 - January 2013
MFS Investment Management  2005 - 2007
MFS Investment Management  January 2000 - January 2005
Putnam Investments  January 1997 - January 2000
Putnam Investments  January 1995 - January 1997

Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management

Education
East Carolina University
Bachelor of Science, Business Administration

Colleen Mahoney Colleen Mahoney Walpole, Massachusetts Details
Colleen Mahoney's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Senior Accountant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  March 2014 - April 2015
New York Life Retirement Plan Services  March 2012 - March 2014
Brown Brothers Harriman  October 2011 - March 2012
Brown Brothers Harriman  April 2010 - October 2011
Dedham Institute for Savings   September 2004 - April 2010

Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Banking, Finance, Financial Services, Microsoft Excel, Securities, Equities, Auditing, Investments, Access, Risk Management, Process Improvement

Education
Suffolk University   2012 — 2014
Master of Science (MS), Accounting

Saint Anselm College   2005 — 2009
Bachelor of Arts, Accounting

Bill Conlon Bill Conlon Greater Boston Area Details
Bill Conlon's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  March 2009 - Present
NorthEast Contact Center Forum   January 2013 - Present
New York Life Retirement Plan Services  September 2004 - March 2008
New York Life Retirement Plan Services  January 1998 - August 2004
New York Life Retirement Plan Services  March 1997 - December 1997
New York Life Retirement Plan Services  August 1995 - February 1997
M. W. Carr Photo Frames   October 1994 - June 1995
Vermont Teddy Bear Company  October 1993 - October 1994

Skills
Operations Management, Call Centers, Financial Services, Leadership, Employee Benefits, Retirement Planning, Strategic Planning, 401k, Mutual Funds, Management, Investments, Customer Satisfaction, Process Improvement, Peer Mentoring, FINRA, Retirement, Executive Management, Securities, Relationship Management, Training, Networking, Customer Service, Job Coaching, Wokforce Management, Fiscal Accountability, Budgeting, Sales, Personnel Development, Customer Relationship...

Education
Bentley University   1998 — 1999
Certificate in Pension and Benefits

Saint Michael's College   1987 — 1991
BA, Journalism

Scott Zeleznik Scott Zeleznik Greater Philadelphia Area Details
Scott Zeleznik's John Hancock Retirement Plan Services Experience April 2015 - Present
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
John Hancock Retirement Plan Services   September 2000 - Present
Merrill Lynch  1996 - 2000
Dreyfus  1990 - 1996
Fidelity Investments  1986 - 1990
TIAA-CREF  1984 - 1986

Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities

Education
San Francisco State University   1979 — 1981
MBA, Marketing and Finance

University of California, Santa Barbara   1978 — 1981
BA, Business

Roger Rocha, CRPS Roger Rocha, CRPS Greater Los Angeles Area Details
Roger Rocha, CRPS's John Hancock Retirement Plan Services Experience October 2005 - April 2012
Job Regional Vice President, VOYA Financial
Industry Financial Services
Experience
Voya Financial  November 2012 - Present
John Hancock Retirement Plan Services   October 2005 - April 2012
ING Financial Advisers, LLC  2002 - October 2005
Great West Life Retirement Plan Services   1998 - 2002
T. Rowe Price  1994 - 1998

Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Insurance, Fixed Annuities, Series 7, Series 63, Investment Advisory, Pensions, Wealth Management

Education
LICENSES   1993 — 1993

California State University-Los Angeles   1989 — 1993
B.S. Business Administration, Finance

Scott Blomquist Scott Blomquist Greater Boston Area Details
Scott Blomquist's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Sales at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  April 2011 - April 2015
New York Life Retirement Plan Services  2009 - December 2011
New York Life Investment Management  2006 - 2009
New York Life Retirement Plan Services  1999 - 2006

Education
Babson College   1988 — 1992
Bachelor of Science

Kevin Harries Kevin Harries Toronto, Canada Area Details
Kevin Harries's John Hancock Retirement Plan Services Experience November 2012 - Present
Job Senior Director, eMarketing at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Retirement Plan Services   November 2012 - Present
John Hancock Retirement Plan Services   November 2010 - November 2012
John Hancock Retirement Plan Services   August 2007 - November 2010
John Hancock Retirement Plan Services   March 2006 - August 2007
TD Canada Trust  November 2000 - March 2006
Canada Trust  August 1998 - November 2000
Canada Trust  July 1994 - August 1998
RBC  June 1988 - November 1993

Skills
Digital Marketing, Digital Strategy, Vendor Management, Product Development, Project Management, E-commerce, Online Marketing, Cross-functional Team..., Financial Services, Marketing Communications

Education
York University   2002 — 2005
Master of Business Administration (MBA), Marketing

Athabasca University   2013 — 2013
eMarketing

Canadian Securities Institute   1997 — 1997
CSC and PFPC, Investments and Securities

University of Ottawa   1991 — 1994
Bachelor of Arts (B.A.), Philosophy

Claudy Calixte Claudy Calixte Greater Boston Area Details
Claudy Calixte's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Technical Service Desk Analyst at John Hancock Retirement plan Services
Industry Information Technology and Services
Experience
John Hancock Retirement plan Services   April 2015 - Present
New York Life Insurance Company  January 2014 - April 2015
New York Life Insurance Company  August 2013 - January 2014
Ninety Nine Restaurants  October 2010 - January 2014

Skills
Event Management, Microsoft Office, Event Planning, Customer Service, Public Speaking, Sports Management, Microsoft Excel, Public Relations, Coaching, PowerPoint, Marketing, Microsoft Word, Troubleshooting, Remedy Ticketing System, Internet Troubleshooting, Networking, Technical Support, Computer Hardware, Hardware, VPN, Leadership

Education
Cambridge College   2013 — 2015
Bachelor Of Science In Business Management, Computer Technology/Computer Systems Technology

Art Creel Art Creel Greater Nashville Area Details
Art Creel's John Hancock Retirement Plan Services Experience June 2008 - December 2013
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

Joseph Lemelin, CEBS, QPA, QKA, QPFC Joseph Lemelin, CEBS, QPA, QKA, QPFC Billerica, Massachusetts Details
Joseph Lemelin, CEBS, QPA, QKA, QPFC's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Actuarial Assistant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  July 2011 - Present
New York Life Retirement Plan Services  July 2009 - July 2011
Mercer  June 2009 - September 2009

Skills
Retirement, Defined Benefit, Fixed Annuities, Pensions, Financial Modeling, Microsoft Office, Actuarial Science, Access, Property & Casualty..., Life Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word

Education
Bryant University   2005 — 2009
Bachelor of Science (BS), Actuarial Science

Matthew T. McCabe Matthew T. McCabe Greater Boston Area Details
Matthew T. McCabe's John Hancock Retirement Plan Services Experience September 2009 - Present
Job Vice President, Executive Relationship Manager who Drives Strategic and Operational Excellence | Service Excellence
Industry Financial Services
Experience
John Hancock Retirement Plan Services   September 2009 - Present
New York Life Retirement Plan Services  September 2007 - September 2009
New York Life Retirement Plan Services  August 2005 - September 2007
Veritude  April 2005 - July 2005
Fidelity Investments  April 2004 - December 2004
Fidelity Investments  October 2003 - March 2004
Fidelity Investments  January 2003 - September 2003
Fidelity Investments  July 2001 - December 2002
Fidelity Investments, Hong Kong   January 2000 - June 2001
Fidelity Investments  July 1999 - December 1999

Skills
Building Relationships, Sales, Negotiation, Cross Selling, C-Suite Experience, Cross-functional Team..., Strategic Planning, International Ex-patriot, International Project..., Budgets, Customer Service, Research, Public Speaking, International, Asset Allocation, Employee Benefits

Education
Suffolk University - Sawyer School of Management   1997 — 1999
Master of Business Administration (MBA), International Business

Stonehill College   1987 — 1991
Bachelor of Arts (BA), Major: Sociology Minor: Business Administration

Dan Zibaitis Dan Zibaitis Greater Boston Area Details
Dan Zibaitis's John Hancock Retirement Plan Services Experience July 2006 - Present
Job Regional Vice President at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   July 2006 - Present
The Hartford  2001 - 2006
Sentinel Financial Group  2000 - 2001

Skills
401k, Series 7, Mutual Funds, Retirement, Profit Sharing, Retirement Planning, Series 6, Series 63, Investments, Financial Analysis, Retirement Plan..., Fixed Annuities, Defined Benefit, ERISA

Education
Bentley University   1988 — 1991
Bachelor of Science, Accountancy

John Shuta John Shuta Greater Chicago Area Details
John Shuta's John Hancock Retirement Plan Services Experience September 2009 - Present
Job Regional Marketing Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   September 2009 - Present
John Hancock Retirement Plan Services   January 2006 - September 2009
John Hancock Retirement Plan Services   August 2004 - January 2006
John Hancock Retirement Plan Services   September 2001 - August 2004
John Hancock Retirement Plan Services   April 2000 - September 2001
McKesson Corporation  February 1999 - April 2000
McKesson Corporation  1994 - 1999

Skills
401k, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Pensions, Investments, Employee Benefits, Asset Allocation

Education
Illinois State University   1985 — 1989
BS, Economics/Business Admin

Marshall Dodge, CRPC ® Marshall Dodge, CRPC ® Greater Boston Area Details
Marshall Dodge, CRPC ®'s John Hancock Retirement Plan Services Experience April 2013 - Present
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

Jeffrey Fernandes Jeffrey Fernandes Greater Boston Area Details
Jeffrey Fernandes's John Hancock Retirement Plan Services Experience February 2012 - Present
Job Investment Services Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   February 2012 - Present
New York Life Retirement Plan Services  March 2010 - March 2012

Skills
Series 6, Asset Allocation, Mutual Funds, Stable Value, Investment Review, Microsoft Excel, Microsoft Word, Morningstar Direct, Series 63, 401k, Defined Contribution, Defined Benefit, Investments, Investment Strategies, Strategic Financial..., Asset Management, Leadership, Relationship Management, Sales, Retirement Planning, Customer Service, Securities, Fixed Annuities, Insurance, Retirement, Series 7, Financial Services, Life Insurance, Fixed Income

Education
University of Massachusetts Dartmouth   2006 — 2010
Bachelor's, Finance

Passed Level III of the CFA Program

Johdi Ananmalay Johdi Ananmalay Toronto, Canada Area Details
Johdi Ananmalay's John Hancock Retirement Plan Services Experience July 2006 - Present
Job Solution Architect and Developer
Industry Internet
Experience
New Toronto Volleyball (Formerly Toronto North Volleyball)   April 2015 - Present
John Hancock Retirement Plan Services   July 2006 - Present
New Toronto Volleyball (Formerly Toronto North Volleyball)   October 1999 - Present
Seneca College of Applied Arts and Technology  October 1995 - Present
Storyville Consulting   June 1995 - Present
GE Healthcare Canada  April 2006 - December 2006
PPFD Ltd.   2001 - 2005
50Plus   2001 - 2001
FundLibrary   2000 - 2000
StreetViews   1999 - 2000

Skills
ColdFusion, XHTML, JavaScript, XML, SQL Server, CSS, jQuery, Web Development, HTML, HTML5, AJAX, User Interface Design, Dreamweaver, CMS, Web Design, Web Applications, Information Architecture, SQL, E-commerce, JSON, Front-end Development, Application Development, IIS, Agile, Web Services, Databases, Database Design, Visio, Usability, Business Analysis, SDLC, OOP, Systems Analysis, Mobile Applications, Programming, Requirements Analysis, Website Development, SOAP, Subversion, CSS3, Architecture, Integration, Requirements Gathering, Project Management, APIs, Agile Project Management, Google Analytics, REST, Mobile Devices, Front-end

Education
Seneca College of Applied Arts and Technology   1993 — 1996
Computer Programming & Analysis, Database Specialist

Brock University   1991 — 1993

Ajax High School   1985 — 1991

Katie Green Katie Green Atlanta, Georgia Details
Katie Green's John Hancock Retirement Plan Services Experience January 2011 - November 2011
Job Sales and Marketing Director at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC  January 2013 - Present
Retirement Strategies, Inc.   January 2012 - November 2012
John Hancock Retirement Plan Services   January 2011 - November 2011
John Hancock Retirement Plan Services   June 2008 - December 2010
Fulton County  July 2007 - June 2008

Education
The University of Georgia   2002 — 2007
Bachelors, Special Education

Melissa Ostromecki Melissa Ostromecki Greater Boston Area Details
Melissa Ostromecki's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Strategic Communications Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  September 2012 - April 2015
Fidelity Investments  June 2005 - July 2011
Fidelity Investments  2000 - 2004

Skills
Financial Services, Relationship Management, Business Development, Marketing Communications, Strategy, Strategic Planning, Teamwork, Project Management, Strategic Communications, Leadership, 401k, Retirement

Education
Dean College   1994 — 1995
Business Administration-Marketing

Northeastern University
Paralegal, Law

Northeastern University
Business Administration

Christopher Ekstrom Christopher Ekstrom Greater Boston Area Details
Christopher Ekstrom's John Hancock Retirement Plan Services Experience August 1994 - October 2013
Job Senior Vice President Northeast Sales, Registered Representative of Voya Financial Partners, LLC at Voya Financial
Industry Insurance
Experience
Voya Financial  October 2013 - Present
John Hancock Retirement Plan Services   August 1994 - October 2013
John Hancock Life Insurance Company (U.S.A.)   January 2006 - December 2011
John Hancock Life Insurance Company (U.S.A.)   August 1994 - December 2006
Great-West Life and Annuity Insurance Company  January 1990 - August 1994

Skills
Pensions, Sales, Series 63, Series 6, Mutual Funds, Series 7, 401k, Retirement Planning, Retirement, Investments, Asset Allocation, Insurance, Wealth Management, Financial Services, Life Insurance, Relationship Management, FINRA, Asset Management, Strategic Financial..., Retirement Plan...

Education
University of New Hampshire   1983 — 1987
Bachelor of Arts (BA), Latin

University of St. Andrews   1985 — 1986

Brooks School   1979 — 1983

Timothy Loehr Timothy Loehr Greater Boston Area Details
Timothy Loehr's John Hancock Retirement Plan Services Experience January 2012 - December 2014
Job Sales Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  December 2014 - Present
John Hancock Retirement Plan Services   January 2012 - December 2014
John Hancock Annuities- Wood Logan   June 2008 - December 2011

Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Variable Annuities, FINRA, 401k, Retirement Planning, Financial Services, Retirement, Investments, Series 7, Alternative Investments, Asset Allocation, Separately Managed...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2015
Master of Business Administration (MBA), Management, GPA: 3.53

Providence College   2004 — 2008
BS, Marketing

Victoria Babb Victoria Babb Greater Boston Area Details
Victoria Babb's John Hancock Retirement Plan Services Experience August 2014 - Present
Job Plan Administrator
Industry Investment Management
Experience
John Hancock Retirement Plan Services   August 2014 - Present
BB&T  August 2012 - December 2013
Holbrook Cooperative Bank  September 2011 - July 2012
Holbrook Cooperative Bank  January 2011 - August 2011
Holbrook Cooperative Bank  June 2010 - August 2011

Skills
Banking, Microsoft Office, Risk Management, Customer Service, Project Management, Business Analysis, Strategic Planning, Microsoft Word, Loans, PowerPoint, Negotiation, Portfolio Management, Business Strategy, Credit Risk, Retail Banking, Commercial Lending

Education
Bridgewater State University   2006 — 2010
Bachelor's of Science, Psychology

Timothy Movido Timothy Movido Chicago, Illinois Details
Timothy Movido's John Hancock Retirement Plan Services Experience April 2010 - December 2011
Job Regional Vice President (DCIO) External Wholesaler Voya Investment Management (formerly ING US)
Industry Financial Services
Experience
Voya Investment Management  January 2015 - Present
MassMutual Financial Group - Retirement Services   December 2011 - January 2015
The Hartford Retirement Plans Group   December 2011 - December 2012
John Hancock Retirement Plan Services   April 2010 - December 2011
Millennium Trust Company  March 2006 - April 2010
Wells Fargo Financial  2004 - 2005

Skills
Series 6, Series 63, Life Insurance, UMASS 401k..., Defined Benefit, Defined Contribution..., 401k, Retirement Plan Design, Pensions, Defined Contribution, Marketing, Retirement Planning, Insurance, Sales, Mutual Funds, Retirement, Investments, Financial Services

Education
Taylor University   2000 — 2004
Bachelor of Science, Marketing, Management Information Systems

Paul R Magro Paul R Magro Greater Boston Area Details
Paul R Magro's John Hancock Retirement Plan Services Experience October 2013 - Present
Job Enterprise Operations at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   October 2013 - Present
Fidelity Investments  January 2007 - August 2013
Fidelity Investments  January 2005 - January 2007
Fidelity Investments  January 2003 - January 2005
Fidelity Investments  August 1999 - January 2003
Fidelity Investments  February 1994 - August 1999
Fidelity Investments  August 1990 - February 1994

Skills
Strategic Planning, Global Management, Product Management, Process Improvement, Change Management, Risk Management, Six Sigma, Business Analysis, Vendor Management, Project Management, Relationship Management, Leadership, Business Development, Business Planning, Outsourcing, Mergers & Acquisitions, Analysis, Start-ups, Management Consulting, CRM

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1997
MBA, Finance and Marketing

Bentley University   1986 — 1990
Business Administration, Finance

Katy (Quinn) Wishnow Katy (Quinn) Wishnow Greater Chicago Area Details
Katy (Quinn) Wishnow's John Hancock Retirement Plan Services Experience February 2009 - March 2011
Job Vice President, Internal Sales Desk Manager, Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management  July 2012 - Present
Deutsche Asset and Wealth Management  March 2011 - July 2012
John Hancock Retirement Plan Services   February 2009 - March 2011
Henderson Global Investors  March 2008 - January 2009
Henderson Global Investors  February 2006 - March 2008

Skills
Series 63, Series 7, Series 24, Mutual Funds, Alternative Investments, Sales, Asset Allocation, Investments, ETFs, Separately Managed..., Asset Management, Series 6, FINRA, Investment Management, 401k, Capital Markets, Series 51

Education
Marquette University   2001 — 2005
Bachelor of Arts (B.A.) Political Science

Chris Womack Chris Womack Greater Chicago Area Details
Chris Womack's John Hancock Retirement Plan Services Experience September 2010 - March 2012
Job Sales Desk Manager at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management  March 2012 - Present
John Hancock Retirement Plan Services   September 2010 - March 2012
TSYS  June 2008 - July 2010
Aflac  February 2004 - June 2008
Wells Fargo Insurance Services  October 2006 - April 2007

Education
Eastern Illinois University   1999 — 2004
Bachelor of Arts, English (Minor: Business Administration)

Howard Joelson Howard Joelson Greater San Diego Area Details
Howard Joelson's John Hancock Retirement Plan Services Experience October 1987 - December 2013
Job Franchise Owner Entrepreneur
Industry Financial Services
Experience
Franchise Owner - Entrepreneur   January 2014 - Present
John Hancock Retirement Plan Services   October 1987 - December 2013

Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Series 7, 401k, Marketing, Qualified Retirement..., Separately Managed...

Education
California State University-Northridge   1982 — 1986

Chris Rivers Chris Rivers Greater Boston Area Details
Chris Rivers's John Hancock Retirement Plan Services Experience April 2015 - July 2015
Job Vice President of Sales Special Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  August 2015 - Present
John Hancock Retirement Plan Services   April 2015 - July 2015
New York Life Retirement Plan Services  January 2014 - April 2015
New York Life Retirement Plan Services  October 2011 - December 2013
New York Life Retirement Plan Services  June 2009 - September 2011
New York Life Retirement Plan Services  February 2006 - June 2009
New York Life Retirement Plan Services  November 2000 - February 2006
CitiStreet  February 1999 - November 2000
Putnam Investments  1996 - 1999
Enterprise Rent-A-Car  1993 - 1994

Skills
Series 63, Pensions, Financial Services, Financial Advisory, Business, FINRA, 401k, Employee Benefits, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Defined Benefit, Series 6, Defined Contribution

Education
Fitchburg State University   1988 — 1993
Bachelors, Marketing/ Economics

Stoughton High School   1984 — 1988

Rebecca Morales Rebecca Morales Miami/Fort Lauderdale Area Details
Rebecca Morales's John Hancock Retirement Plan Services Experience April 2015 - May 2015
Job Marketing Assistant at National Water Restoration
Industry Marketing and Advertising
Experience
National Water Restoration   August 2015 - Present
John Hancock Retirement Plan Services   April 2015 - May 2015
New York Life Retirement Plan Services  November 2014 - April 2015
New York Life Retirement Plan Services  January 2014 - November 2014
TOUS  July 2011 - January 2012

Skills
Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Customer Satisfaction, PowerPoint, Inventory Management, Public Speaking, Critical Thinking, Networking, Research, Windows, Cosmetology, Bilingual, Adobe Acrobat XI Pro, Fund Cusips, Communication, Printing Solutions, Outlook, Leadership

Education
Cambridge College   2013 — 2014
Financial Operations

Empire Beauty School-Boston   2008 — 2009
Cosmetologist, Cosmetology/Cosmetologist, General

Adam Helm Adam Helm Nashville, Tennessee Details
Adam Helm's John Hancock Retirement Plan Services Experience July 2010 - February 2014
Job Regional Retirement Specialist TN/KY Sales Representative for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  May 2015 - Present
The R.O.W. Group   February 2014 - May 2015
John Hancock Retirement Plan Services   July 2010 - February 2014
John Hancock Life Insurance Company (U.S.A.)   October 2007 - July 2010
Manulife Financial  September 2005 - October 2007

Skills
401k, 403 b, Simple IRA, SEP IRA, Deferred Compensation, Defined Benefit, Executive Benefit..., Pensions, Life, Variable and..., Relationship Management, Wholesale, Retirement Savings, Sales Presentations, Building Relationships, Life Insurance, Disability Insurance, Insurance, Long-term Care, Life, Long Term Care Insurance, Term Life Insurance

Education
Conestoga College   1997 — 2000
Bachelor of Business Administration (B.B.A.), Management Studies

Laura Mazzeo Laura Mazzeo Westwood, Massachusetts Details
Laura Mazzeo's John Hancock Retirement Plan Services Experience March 2014 - Present
Job Event Planner
Industry Investment Management
Experience
John Hancock Retirement Plan Services   March 2014 - Present
Hammer and Company  August 2004 - May 2013
MC Communications  April 2004 - August 2004
Cambridge Executive Enterprises   July 2002 - March 2004

Skills
Project Management, Program Management, Strategic Planning, Vendor Management, Process Improvement, Team Building, Budgets, Continuous Improvement, Market Research, Contract Negotiation, Product Management, Organizational..., Logistics, Project Planning, Account Management, Software Documentation, Research, Marketing Communications, Salesforce.com, Cross-functional Team..., Management Consulting, Leadership, Management, Social Media, Business Process, Team Leadership, Business Analysis, Business Process..., Business Strategy, Leadership Development, Performance Management, Microsoft Office, Business Development, Operations Management, Business Transformation, Strategy, Business Planning, Executive Management, Organizational Design

Education
Bridgewater State College   1997 — 2001
Bachelor, Communications

hull high school

Tim Jenkins Tim Jenkins Greater Atlanta Area Details
Tim Jenkins's John Hancock Retirement Plan Services Experience February 2009 - November 2010
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial Partners   June 2014 - Present
Lincoln Financial Group  November 2010 - May 2014
John Hancock Retirement Plan Services   February 2009 - November 2010
John Hancock  July 2006 - February 2009
Smith Barney  December 2003 - June 2006

Skills
Retirement Planning, 401k, Investments, Defined Benefit, Wealth, Series 63, ERISA, Relationship Management, Defined Contribution, Pensions, Retirement, Series 7, Mutual Funds, Qualified Retirement..., Retirement Plan..., Cash Balance, Public Speaking, Building Relationships, Sales Presentations, Profit Sharing

Education
University of Georgia - Terry College of Business   1998 — 2002
Bachelor of Business Administration (BBA), Finance, General

Derek Plunkett Derek Plunkett Greater Boston Area Details
Derek Plunkett's John Hancock Retirement Plan Services Experience April 2015 - Present
Job AVP, IT Architecture & Development at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  February 2014 - April 2015
New York Life Retirement Plan Services  June 1995 - February 2014

Skills
Process Improvement, Project Execution &..., Business Intelligence, Data Warehousing, IT Management, IT Strategy, Business Analysis, Enterprise Architecture, Integration, Vendor Management, Strategy, SDLC, Program Management, Business Process..., Risk Management, CRM, Financial Services

Education
Colby College   1991 — 1995
BA, Economics

Matthew J. Nault Matthew J. Nault Ridgefield, Connecticut Details
Matthew J. Nault's John Hancock Retirement Plan Services Experience May 2014 - May 2015
Job Internal Wholesaler at John Hancock Financial Services
Industry Higher Education
Experience
John Hancock Financial Services  May 2015 - Present
John Hancock Retirement Plan Services   May 2014 - May 2015
Sopher Investment Management  August 2013 - May 2014
Stratton Mountain Resort  November 2011 - April 2014
RAMP Sports  November 2010 - April 2014
NESCO  August 2013 - December 2013
Stratton Mountain Resort  May 2010 - August 2013

Education
Saint Michael's College   2010 — 2014
BS, Business Administration, Minor in Environmental Studies

API - John Cabot University - Rome, Italy   2012 — 2012
International Finance and Management, Study Abroad

Ridgefield High School   2006 — 2010
High School Diploma

Scott Francolini Scott Francolini Greater Boston Area Details
Scott Francolini's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Head of Retirement Practice Group
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Investment Management  April 2014 - Present
New York Life Investment Management  August 2011 - April 2014
New York Life Investment Management  December 2009 - September 2011
Fidelity Investments  February 2008 - November 2009
Prudential Financial  September 2001 - January 2008
CIGNA  September 1999 - September 2001
Prudential Financial  January 1997 - September 1999
CIGNA  May 1994 - January 1997

Skills
Team Building, Project Management, Relationship Management, Retirement Planning, Practice Management, Strategic Thinking, Consultative Selling..., Coaching, Series 63, Series 7, Qualified Retirement..., Retirement Plan..., Financial Services

Education
University of Hartford   1999 — 2001
MBA, Management

Bryant University   1990 — 1994
BS, Finance

Daniel Florina Daniel Florina Greater Chicago Area Details
Daniel Florina's John Hancock Retirement Plan Services Experience June 2008 - August 2011
Job Deutsche Asset Management DCIO Retirement Specialist Central Region
Industry Financial Services
Experience
Deutsche Asset Management  March 2015 - Present
Deutsche Asset Management-Deutsche Bank   October 2013 - Present
Lenox Advisors  May 2012 - October 2013
ADP  August 2011 - April 2012
John Hancock Retirement Plan Services   June 2008 - August 2011
Robbins Trading   June 2006 - June 2008

Skills
Series 63, Defined Contribution, 401k, Defined Benefit, FINRA, Mutual Funds, ERISA, Fixed Annuities, Retirement, Retirement Plan..., Life Insurance, Retirement Planning, Profit Sharing, Asset Allocation, Business Relationship..., Securities, Relationship Management, Wealth Management, Series 7, FINRA Series 66, Estate Planning, Employee Benefits, Risk Management, Finance, Financial Advisory, Asset Management

Education
Quinlan School of Business, Loyola University Chicago   2005 — 2006
MBA, Finance

Loyola University Chicago   2001 — 2004
BBA, Economics

Driscoll Catholic

Jason Ludwikowski Jason Ludwikowski Greater Chicago Area Details
Jason Ludwikowski's John Hancock Retirement Plan Services Experience January 2011 - April 2012
Job Sales Director Multiple Employer Plans
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2014 - Present
Transamerica Retirement Solutions  April 2012 - October 2014
John Hancock Retirement Plan Services   January 2011 - April 2012
John Hancock Retirement Plan Services   April 2008 - December 2010
Edward Jones Investments  March 2007 - August 2007
Ritchie Capital Management  January 2003 - March 2007
Ace Hardware Corporation  December 2000 - January 2003
Ace Hardware Corporation  July 1999 - November 2000
Ace Hardware Corporation  June 1998 - June 1999
Ace Hardware Corporation  August 1996 - May 1998

Education
Aurora University   1992 — 1996
Bachelors of Arts

Grant Ellis, AIF®, QPA, QKA, CRPC® Grant Ellis, AIF®, QPA, QKA, CRPC® Greater Nashville Area Details
Grant Ellis, AIF®, QPA, QKA, CRPC®'s John Hancock Retirement Plan Services Experience 2005 - 2007
Job Managing Principal at Fieldstone Financial Partners, LLC
Industry Financial Services
Experience
Nut Butter Nation   April 2015 - Present
PCA Holdings, LLC   November 2014 - Present
Fieldstone Financial Partners, LLC   July 2014 - Present
Millennial Advisory Group, LLC   June 2009 - July 2014
Ellis Benefits Group, Inc.   September 2007 - March 2014
John Hancock Retirement Plan Services   2005 - 2007

Skills
401k, Defined Benefit, Profit Sharing, Cash Balance, Corporate Governance

Education
The University of Memphis   2000 — 2005
BBA, International Business

Georgetown University   2003 — 2003
Public Policy

Jennifer Leone Jennifer Leone Boston, Massachusetts Details
Jennifer Leone's John Hancock Retirement Plan Services Experience April 2015 - July 2015
Job Senior Project Manager at Cambridge BioMarketing
Industry Marketing and Advertising
Experience
Cambridge BioMarketing  July 2015 - Present
John Hancock Retirement Plan Services   April 2015 - July 2015
New York Life Retirement Plan Services  December 2014 - April 2015
New York Life Retirement Plan Services  March 2014 - December 2014
mcgarrybowen  August 2010 - December 2013
McCann Erickson  September 2008 - August 2010
Manhattan Marketing Ensemble  October 2007 - September 2008

Skills
Brand Development, Relationship Marketing, Advertising, Project Management, Online Advertising, Email Marketing, Direct Mail, Integrated Marketing, Interactive Advertising, Direct Marketing, Interactive Marketing, Marketing Communications, Creative Strategy

Education
Quinnipiac University - School of Business   2003 — 2007
Bachelor of Science, Management, Marketing

NYU
Certificate Candidate, Project Management

Dan Dodillet Dan Dodillet Greater Chicago Area Details
Dan Dodillet's John Hancock Retirement Plan Services Experience June 2005 - Present
Job Director, Midwest Sales
Industry Financial Services
Experience
John Hancock Retirement Plan Services   June 2005 - Present
Banc of America Capital Management  2002 - 2005
Fidelity Investments  1998 - 2002
Metropolitan Life Insurance Company  1992 - 1998
Hartford Financial Services Group  1988 - 1992

Education
University of Illinois at Urbana-Champaign   1982 — 1986
B.A., Economics

Tom Shanley Tom Shanley Greater Boston Area Details
Tom Shanley's John Hancock Retirement Plan Services Experience April 2015 - Present
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  December 2007 - April 2015
Putnam Investments  February 1995 - November 2007
Mercer  2005 - 2005

Skills
Investments, Employee Benefits, Retirement Planning, 401k, Vendor Management, Relationship Management, Mergers, Call Center, Series 7, Mutual Funds, Securities, Series 63, Financial Services, Retirement, Series 6

Education
Rhode Island College   1988 — 1994
BA, Sociology

Licenses: FINRA Series 7, 63 - Life Insurance Producer License

Matthew Stubblefield Matthew Stubblefield Greater Boston Area Details
Matthew Stubblefield's John Hancock Retirement Plan Services Experience October 2013 - Present
Job Investment Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   October 2013 - Present
State Street  June 2012 - October 2013
EMC  May 2011 - August 2011

Skills
Bloomberg, Microsoft Excel, Fixed Income, Portfolio Management, Equities, Series 7, Social Media, Data Analysis, Morningstar, Finance, Mutual Funds, Financial Analysis, PowerPoint, Financial Modeling, Investments, Financial Services

Education
Bentley University   2008 — 2012
Bachelor of Science in Economics-Finance, Minor in Management

Dover-Sherborn Regional High School   2004 — 2008

William Deluca William Deluca Greater Boston Area Details
William Deluca's John Hancock Retirement Plan Services Experience October 2013 - Present
Job Director, Trust Investment Operations John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   October 2013 - Present
New York Life Retirement Plan Services  August 2007 - September 2013
Investors Bank & Trust  February 2007 - July 2007
Eagle Investment Systems  January 2006 - February 2007
State Street Corporation  1992 - 2006

Skills
Mutual Funds, Corporate Actions, Fund Accounting, Securities, Financial Services, Investments, Fixed Income, Equities, Retirement Planning, Pensions, 401k, Bloomberg, Hedge Funds, Derivatives, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Strategy, Retirement, Back Office, ETFs, Investment Strategies

Education
University of Massachusetts Lowell   1986 — 1990
BS, Business Administration

Tony Matera Tony Matera Greater Boston Area Details
Tony Matera's John Hancock Retirement Plan Services Experience November 2009 - Present
Job Actuarial Analyst at John Hancock Retirement Plan Services
Industry Insurance
Experience
John Hancock Retirement Plan Services   November 2009 - Present
Boston College Dining Services  October 2006 - May 2009
Connelly Hardware   May 2007 - September 2007

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Databases, Mathematics, Event Planning, Management

Education
Boston College   2006 — 2009
BA, Mathematics, Human Development

Stevens Institute of Technology   2005 — 2006

Glen Nile Glen Nile Providence, Rhode Island Area Details
Glen Nile's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Senior Developer at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  December 2009 - Present
New York Life Retirement Plan Services  September 2013 - April 2015
New York Life Investment Management  March 2005 - December 2009
New York Life Investment Management  April 2001 - March 2005

Skills
C#, ASP.NET, Visual Studio, Technical Analysis, Visual Foxpro, JavaScript, X/HTML/4/5, Sitecore CMS, AJAX, IIS, SQL, FoxPro, .NET, Agile Methodologies, Web Applications, Web Development, Sitecore, Microsoft SQL Server, User Interface Design, Software Development, LINQ, HTML, Entity Framework, SDLC, SOA, WCF, Requirements Analysis, Software Project..., TFS, VB.NET, Visual Basic, SharePoint, Databases, jQuery, XML, Scrum, Web Services, Software Documentation, Systems Analysis

Education
University of Phoenix   2004 — 2007
Bachelor of Science, Information Technology

University of New Hampshire   1989 — 1989

Kristen Chamberlain Kristen Chamberlain San Diego, California Details
Kristen Chamberlain's John Hancock Retirement Plan Services Experience May 2013 - Present
Job Regional Vice President at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2013 - Present
John Hancock Financial Services  May 2008 - April 2013

Education
University of New Hampshire   2001 — 2005
Bachlelor of Arts , Political Science and Government

Brook Mellman Brook Mellman Greater Boston Area Details
Brook Mellman's John Hancock Retirement Plan Services Experience November 1998 - Present
Job Director DB Technical Team
Industry Financial Services
Experience
John Hancock Retirement Plan Services   November 1998 - Present
Towers Perrin  October 1993 - October 1998

Skills
401k, Business Analysis, Financial Services, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Pensions, Finance, Strategic Planning, Leadership, Process Improvement, Risk Management, Project Management

Education
Muhlenberg College   1989 — 1993
Math major and Computer Science minor

Easton Area High School   1987 — 1989

Amy Addison Amy Addison Greater Atlanta Area Details
Amy Addison's John Hancock Retirement Plan Services Experience November 2011 - Present
Job Internal Sales Director at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services   November 2011 - Present
John Hancock Retirement Plan Services   2001 - 2011
USLICO  1989 - 2001

Skills
Series 6, Series 63, Retirement Plan..., Series 65, FINRA, Mutual Funds, 401k, Profit Sharing, Fixed Annuities, Cash Balance, Series 24, Series 7, Retirement Planning, Investments, Retirement, Financial Services

Education
Hood College   1982 — 1986
Bachelor of Arts (B.A.), Economics

Liz Kerigan Liz Kerigan Greater Boston Area Details
Liz Kerigan's John Hancock Retirement Plan Services Experience August 2013 - Present
Job RFP Writer at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   August 2013 - Present
John Hancock Retirement Plan Services   August 2009 - July 2013
John Hancock Retirement Plan Services   October 2007 - July 2009
John Hancock Funds  September 2005 - October 2007

Skills
Mutual Funds, Financial Services, Series 6, Series 63, Securities, Retirement Planning, Asset Allocation, Retirement

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2001 — 2005
B.S., Business Administration

Maria Letsos Hadjisimos Maria Letsos Hadjisimos Greater Atlanta Area Details
Maria Letsos Hadjisimos's John Hancock Retirement Plan Services Experience January 2007 - Present
Job Sr. Administrative Specialist at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   January 2007 - Present

Education
Georgia State University - J. Mack Robinson College of Business

Andrew Pooser Andrew Pooser Asheville, North Carolina Area Details
Andrew Pooser's John Hancock Retirement Plan Services Experience Regional Account DirectorJohn Hancock/MANULIFE FINANCIALJune 2001 - October 2006
Job Regional Marketing Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   Regional Account DirectorJohn Hancock/MANULIFE FINANCIALJune 2001 - October 2006
John Hancock/MANULIFE FINANCIAL   October 1998 - September 2001
401k Administrators of the Carolinas, Inc.   February 1993 - September 1997

Education
University of North Carolina at Greensboro   1991 — 1993
MA, Applied Economics

University of North Carolina at Asheville   1987 — 1991
BA, Economics

Lee Gullens Lee Gullens Greater Boston Area Details
Lee Gullens's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Sr. CRM Specialist John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  September 2013 - April 2015
New York Life Investment Management  January 2012 - August 2013
New York Life Investment Management  October 2011 - January 2012
New York Life Investment Management  May 2011 - October 2011
New York Life Investment Management  May 2010 - May 2011
Lee M. Gullens Fine Art & Murals   January 2001 - May 2010
Reebok, Int'l   September 1993 - February 2001

Skills
Business Analysis, Microsoft Excel, Software Documentation, Lotus Notes, Customer Service, CRM Administration, SatuitCRM, Excel, Access Database, Documentation, Customer Relations, Data Analysis, Data Mining, Business Process..., Lotus Notes Development, Access, CRM, SQL, Analysis, Microsoft Office, Project Management, Business Process

Education
Bridgewater State College   1988 — 1992
BS, Psychology

Jenifer (Trahan) Stromfors Jenifer (Trahan) Stromfors Greater Boston Area Details
Jenifer (Trahan) Stromfors's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Strategic Marketing
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  October 2007 - April 2015
DALBAR  September 2000 - October 2007
Meyers Group  October 1997 - September 2000

Skills
Financial Services, Market Research, Segmentation, Quantitative Research, Survey Design, Business Strategy, Analysis, Retirement Planning, Research, Business Intelligence, Marketing Strategy, Analytics

Education
University of New Hampshire   1991 — 1995
BS, Business Administration

University of New Hampshire - Whittemore School of Business and Economics   1991 — 1995
Bachelor of Science, Business Administration

Barrington High School   1987 — 1991

Ted Pirrera Ted Pirrera Greater Boston Area Details
Ted Pirrera's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director Senior ERISA Consultant at John Hancock Retirement Plan Services
Industry Legal Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  January 2010 - April 2015
Wagner Law Group   October 2008 - January 2010
Deloitte Consulting  January 2008 - September 2008
Mercer HR Services  January 2004 - January 2008
Mercer  2000 - 2007
Putnam Investments  2000 - 2003
Putnam Investments  1994 - 1997

Skills
ERISA, Plan Design, 401k, Retirement, Pensions, Defined Benefit, Employee Benefits, Defined Contribution, Executive Pay, Retirement Planning, General Securities..., Attorneys, Deferred Compensation, Mergers & Acquisitions, Business Planning, Profit Sharing, FINRA, Series 6, Financial Advisory, Qualified Retirement..., Financial Services, Retirement Plan..., Mutual Funds

Education
Suffolk University Law School   1997 — 2000
JD, Law

Boston College   1990 — 1994
BA, History

Mary Ann Norton Mary Ann Norton Greater Boston Area Details
Mary Ann Norton's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present

Skills
Mutual Funds, ERISA, Series 63, Retirement, 401k, Retirement Planning, Series 6, Pensions, Series 7, Asset Allocation, Management, Relationship Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1991

Providence College   1984 — 1988
BS, Finance

Thomas O'Keefe, QKA Thomas O'Keefe, QKA Greater Boston Area Details
Thomas O'Keefe, QKA's John Hancock Retirement Plan Services Experience December 2014 - Present
Job ERISA Compliance
Industry Financial Services
Experience
John Hancock Retirement Plan Services   December 2014 - Present
AFC Pensions, Inc.   April 2014 - December 2014
Sentinel Benefits & Financial Group  November 2011 - April 2014
The Hartford  January 2010 - November 2011
Standard Insurance Company  September 2003 - August 2009
Standard Insurance Company  2003 - 2006
Boston Financial Data Services  December 2001 - November 2003
Trustar Retirement Services  August 2001 - December 2001
John Hancock  September 2000 - July 2001
MetLife Financial Services  April 2000 - September 2000

Skills
401k, ERISA, Retirement, Customer Relations, Pensions, Excel, Microsoft Office, Plan Design, Outlook, Profit Sharing, Compliance, Benefits Administration, Defined Contribution, Employee Benefits, Business Planning, Defined Benefit, Form 5500 preparation, Series 6, Financial Advisory, Pension Administration, Series 63, Mutual Funds, Customer Service, Qualified Retirement..., 403 b, Retirement Plan..., Qualified Domestic..., Retirement Benefits, Microsoft Excel

Education
Saint Anselm College   1989 — 1993
BA

St. Mary's High School   1985 — 1989

Stacie MacDonald Stacie MacDonald Greater Boston Area Details
Stacie MacDonald's John Hancock Retirement Plan Services Experience 2006 - Present
Job Senior Graphic Designer
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services   2006 - Present
Brooktrout Technology  November 2000 - October 2005
CPS Direct, Inc.   April 1999 - May 2000
MIS Training Institute  December 1995 - March 1999

Skills
Concept Development, Graphic Design, Typography, Graphics, Marketing, Art Direction, Corporate Branding, Visual Communication, Creative Direction, Direct Marketing, Brochures, Direct Mail, Corporate Identity, Adobe Creative Suite

Education
Clark University   2003 — 2004
Certification, Digital Media and Web Design

Hendriks Institute   2000 — 2000
Certification, Graphic Communications

Simmons College   1988 — 1992
Bachelor of Arts, Marketing/Advertising

Ken Krichbaum, CLU Ken Krichbaum, CLU Reno, Nevada Area Details
Ken Krichbaum, CLU's John Hancock Retirement Plan Services Experience 2011 - June 2013
Job Retirement Plan Counselor at Northpointe
Industry Insurance
Experience
Kenneth J. Krichbaum   September 2013 - Present
John Hancock Retirement Plan Services   2011 - June 2013
John Hancock  October 2001 - June 2013
Nationwide Insurance  February 1998 - October 2001

Skills
Series 63, 401k, Pensions, Mutual Funds, Investment Advisory, FINRA, Retirement Planning, Retirement, Asset Allocation, Fixed Annuities, Series 6, Employee Benefits, Defined Benefit, Retirement Plan..., Variable Annuities, Profit Sharing, Qualified Retirement..., IRAs

Education
University of Nebraska-Lincoln   1966 — 1970
Bachelor of Arts (B.A.), Sociology

Dan Nahorney Dan Nahorney Hartford, Connecticut Area Details
Dan Nahorney's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Strategic Communications
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Insurance Company  July 2012 - Present
New York Life Insurance Company  July 2011 - July 2012
Prudential Financial  March 2008 - July 2011
The Phoenix Companies  January 2007 - March 2008
Self Employed  2002 - 2008
Hartford Life  May 2006 - December 2006
Prudential Financial  February 2003 - May 2006
Insure.com  2000 - 2002
Ace Audiovisual   1999 - 2000

Skills
Positioning, Insurance, Marketing Communications, Asset Allocation, Financial Services, Workshop Facilitation, Internal Communications, Corporate Communications, Metrics, Product Development, 401k, Marketing Strategy, Strategic Communications, Marketing, Newsletters, Email Marketing, Social Media Marketing, Strategic Planning, Direct Mail, Integrated Marketing, Retirement Planning, Management, Strategy, Series 6, Series 63, Fixed Annuities, Mutual Funds, Editing, Sales, FINRA, Retirement, Direct Marketing, Relationship Management

Education
Central Connecticut State University
BA, Communications

Aaron Dokmo Aaron Dokmo Greater Boston Area Details
Aaron Dokmo's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Defined Benefit Analyst at New York Life Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  September 2003 - April 2015
Towers Perrin  September 1997 - September 2003

Education
College of the Holy Cross   1993 — 1997
Bachelor of Arts, Mathematics, Chemistry

Jason Brafman Jason Brafman Greater Boston Area Details
Jason Brafman's John Hancock Retirement Plan Services Experience November 2012 - Present
Job Sr. Manager at John Hancock
Industry Financial Services
Experience
John Hancock - Retirement Plan Services  November 2012 - Present
John Hancock - Retirement Plan Services  January 2011 - November 2012
John Hancock Retirement Services  June 2007 - December 2010
John Hancock - Investment Management Services   2005 - December 2010
State Street Global Advisors  2001 - 2003

Skills
Series 7, Series 63, Morningstar, Investments, CRPS, Mutual Funds, 401k, Retirement Planning, Asset Allocation, Financial Services, Series 6, Wealth Management, Retirement

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
MBA, Finance

University of Maryland College Park   1990 — 1994
BA, History

Mike Amendola Mike Amendola Providence, Rhode Island Area Details
Mike Amendola's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Retirement Plan Sales
Industry Capital Markets
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  November 2005 - April 2015
FMR Co. Fidelity Investments   2003 - 2005
F1 Boston  2001 - 2003
FMR Co. Fidelity Investments   February 1998 - December 2001
Skip Barber Racing School  December 1990 - December 1994
The Dow Chemical Company  1988 - 1990

Skills
Sales, New Business Development, Financial Services, Contract Negotiation, Negotiation, Team Building, Insurance, Investments, Strategic Planning, Mutual Funds, 401k, Series 7

Education
Northwood University   1981 — 1985
BS, Economics

Lewiston Porter   1975 — 1979

Michael G. Johnson Michael G. Johnson Greater Atlanta Area Details
Michael G. Johnson's John Hancock Retirement Plan Services Experience March 2010 - Present
Job Regional Vice President at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   March 2010 - Present

Education
University of Georgia - Terry College of Business   1994 — 1999
BBA, Finance

Kennesaw State University - Michael J. Coles College of Business   2000 — 2001
MBA, Finance

Jennifer Silvio Jennifer Silvio Greater Boston Area Details
Jennifer Silvio's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Business Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  July 2009 - Present
New York Life Retirement Plan Services  2008 - July 2009
New York Life Investment Management  2002 - 2008
New York Life  1999 - 2008
New York Life Investment Management  1999 - 2002

Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds

Education
Rhode Island College
Bachelor of Arts, Communications

Erik Thompson Erik Thompson Greater Boston Area Details
Erik Thompson's John Hancock Retirement Plan Services Experience November 2014 - Present
Job Participant Experience Communications Developer at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services   November 2014 - Present
Fidelity Investments  December 2012 - November 2014
Sun Life Financial  September 2011 - December 2012
New York Life Retirement Plan Services  October 2007 - September 2011
Workscape  2006 - 2007
Fidelity Investments  March 2000 - March 2006
Tufts Health Plan  January 1998 - March 2000

Skills
Marketing Communications, Employee Benefits, 401k, Marketing, Corporate Communications, Strategic Communications, Direct Mail, Marketing Strategy, Vendor Management, Integrated Marketing, Financial Services, Internal Communications, Direct Marketing, Mutual Funds, Email Marketing, Sales, Series 6, Product Marketing, Strategic Planning, Retirement, Insurance

Education
Stonehill College   1992 — 1996
BA, Communication

Xaverian Brothers High School   1988 — 1992

Cassie Friedman Cassie Friedman Greater Boston Area Details
Cassie Friedman's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director, Product Management John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  March 2013 - April 2015
New York Life  June 2008 - March 2013
Mercer  November 1996 - June 2008

Skills
Financial Services, Vendor Management, Process Improvement, Relationship Management, Employee Benefits, Risk Management, SDLC, Management, Program Management, Business Process..., Cross-functional Team..., Strategic Planning, Strategy

Education
Bryant University   1990 — 1994
Bachelor of Science (B.S.), Finance

R. Trevor Myers R. Trevor Myers Houston, Texas Details
R. Trevor Myers's John Hancock Retirement Plan Services Experience April 2014 - November 2014
Job Relationship Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica  August 2015 - Present
Paychex  December 2014 - July 2015
John Hancock Retirement Plan Services   April 2014 - November 2014
John Hancock Retirement Plan Services   July 2011 - March 2014
The Home Depot  July 2009 - July 2011
Old Mutual Financial Network  October 2007 - February 2009
Jackson National Life  February 2006 - September 2007
TranDotCom Solutions  2005 - 2006

Education
Kennesaw State University   2003 — 2008
Bachelor of Science, Mathematics/Actuarial Science

Eileen LaBella Eileen LaBella Greater Boston Area Details
Eileen LaBella's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Senior Project Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  October 2009 - April 2015
Fidelity Investments  July 2004 - November 2009
CVS/Pharnacy-CVS Corporation   1999 - 2004

Skills
SDLC, Business Requirements, Vendor Management, User Acceptance Testing, Resource Management, Business Analysis, Waterfall, Requirements Analysis, Visio, Software Project..., Financial Services, Business Process..., Requirements Gathering, Process Improvement, Risk Management, MS Project, Program Management, Quality Assurance, SharePoint, Integration, Project Management, PMP, Agile Methodologies, Project Planning

Education
Clark University   1996 — 1996
certificate, Client/Server Development

Stockton University
BS, Accounting

John Mortell John Mortell Greater Boston Area Details
John Mortell's John Hancock Retirement Plan Services Experience May 2012 - Present
Job RFP Writer and Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2012 - Present
John Hancock Investments  April 2011 - May 2012
John Hancock Life Insurance Company (U.S.A.)   September 2001 - October 2010
Adecco/ State Street Bank   July 1999 - August 2001

Skills
Editing, Proofreading, Pre-press, Technical Liaison, Copy Editing, Production, Publishing, Marketing, Insurance, Writing, Technical Writing, Proposal Writing, Creative Writing, Research, QuarkXPress, Project Management, Marketing Communications, Internal Communications, Content Development, Copywriting, Publications, Email Marketing, Account Management, Direct Mail, Financial Services, Management

Education
Boston University   2011 — 2013
MS, Advertising candidate

Emerson College   2009 — 2010
Copyediting, Professional Communication

Milton High School

University of Massachusetts Boston
BA, English, Professional Writing

Tanya O'Leary Tanya O'Leary Greater Boston Area Details
Tanya O'Leary's John Hancock Retirement Plan Services Experience April 2015 - Present
Job ePlatform Product Manager at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  November 2012 - Present
New York Life Retirement Services   December 2010 - November 2012
New York Life Insurance Company  June 2010 - December 2010
Participant Service Center Representative   September 2008 - June 2010
Starbucks Coffee Company  November 2006 - September 2008
Starbucks Coffee Company  June 2004 - November 2006

Skills
Benefits Administration, Budgets, Business Analysis, Customer Service, Employee Training, Hiring, Investments, Management, Leadership, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Project Management, Project Planning, Retirement, Training, Team Building, Research, Call Centers, Retail, PowerPoint, Employee Relations, Mutual Funds, Recruiting

Education
Framingham State University   2000 — 2005
BA, Psychology

Brian Flynn, AIF Brian Flynn, AIF Greater Chicago Area Details
Brian Flynn, AIF's John Hancock Retirement Plan Services Experience January 2004 - December 2013
Job Experienced Retirement Professional
Industry Financial Services
Experience
Ameritas  September 2014 - Present
John Hancock  January 2006 - January 2014
John Hancock Retirement Plan Services   January 2004 - December 2013
Strong Capital Managment   January 2002 - June 2003
Howe Barnes Investments   2001 - 2002
Strong Capital Management  1999 - 2001
Watson Wyatt Worldwide  1996 - 1999

Skills
Retirement Planning, Managerial Finance, HR Consulting, 401k, Retirement, Mutual Funds, Series 7, Defined Benefit, Series 63, Investments, Wealth Management, Pensions, Strategic Financial..., Asset Allocation, Profit Sharing, Financial Services, Insurance, Employee Benefits, Retirement Plan..., Series 6, Investment Advisory, Financial Advisory, Series 65, FINRA, Building Relationships

Education
DePaul University   1990 — 1995
BS, Finance

Keith Jepson Keith Jepson Greater Boston Area Details
Keith Jepson's John Hancock Retirement Plan Services Experience April 2015 - September 2015
Job Program Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   September 2015 - Present
John Hancock Retirement Plan Services   April 2015 - September 2015
New York Life RPS   May 2009 - April 2015
Wellington Management  2007 - 2009
State Street  June 2003 - 2007
State Street  May 1997 - June 2003

Skills
Risk Management, Business Analysis, Program Management, Cross-functional Team..., CRM, Six Sigma, SDLC, Outsourcing, Management, Leadership, Project Management, Financial Services, Vendor Management, Relationship Management, Process Improvement, PMO, Change Management, Team Management, Portfolio Management, Banking, Business Process, Business Planning, Negotiation, Analysis, Business Process..., Budgets

Education
Bentley University   1995 — 1997
Bachelors, Finance

Dennis Beaudet Dennis Beaudet Greater Philadelphia Area Details
Dennis Beaudet's John Hancock Retirement Plan Services Experience May 2011 - Present
Job Regional Vice President Bank Channel Distribution
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2011 - Present
Susquehanna Bank  September 2007 - May 2011
Susquehanna Bank  November 2005 - September 2007
Wachovia  September 2004 - November 2005
Wachovia  February 2000 - September 2004

Education
Goldey-Beacom College   2003 — 2005
Master of Business Administration, Comprehensive Studies

Susquehanna University   1992 — 1996
Bachelor of Science, Business Administration

Daniel O'Grady Daniel O'Grady Towson, Maryland Details
Daniel O'Grady's John Hancock Retirement Plan Services Experience March 2009 - November 2011
Job Vice President
Industry Financial Services
Experience
Goldman Sachs  May 2015 - Present
MassMutual Retirement Plan Services Group   January 2013 - May 2015
The Hartford  March 2012 - January 2013
John Hancock Retirement Plan Services   March 2009 - November 2011
Riversource Investments  February 2008 - March 2009
Givaudan  November 2005 - February 2008
sanofi-aventis  2002 - 2005
sanofi-aventis  1999 - 2001

Skills
Retirement, Investments, Mutual Funds, Selling, Sales Operations, Sales, Retirement Planning, Asset Management, Business Development, 401k, Financial Advisory, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Series 63, Series 7, Wealth Management

Education
Blair Academy   1988 — 1989
High School

University of Maryland University College
BS, Economics

Ed Natale Ed Natale Greater Boston Area Details
Ed Natale's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Retirement Plan Services   September 2013 - March 2015
New York Life Retirement Plan Services  May 2010 - August 2013
Fidelity Investments  2004 - 2009
Fidelity Investments  2001 - 2004
Fidelity Investments  1994 - 2001
State Street Bank  1988 - 1989

Skills
Management, Financial Services, 401k, Analysis, Business Analysis, Mutual Funds, Investments, Portfolio Management, Risk Management, Project Management, Process Improvement

Education
Fordham University   1984 — 1987
Bachelor, Finance

Shannon Knapp, CFP®, AIF® Shannon Knapp, CFP®, AIF® Dallas/Fort Worth Area Details
Shannon Knapp, CFP®, AIF®'s John Hancock Retirement Plan Services Experience April 2015 - Present
Job Sales Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  January 2012 - April 2015
Lincoln Financial Group  December 2000 - December 2011
Lincoln Financial Group  September 2009 - May 2011
United States Armed Forces  January 1997 - December 2000

Skills
New Business Development, Sales, Series 7, 401k, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Employee Benefits, Sales Presentations, Series 63, Sales Management, Business Development, Strategic Planning, Series 6, Project Management, Team Building, Negotiation, Insurance, Leadership, Business Planning

Education
University of Alabama   1993 — 1996
Bachelor of Science Degree, Investment Management and Finance

Andrew Gunning Andrew Gunning Greater Boston Area Details
Andrew Gunning's John Hancock Retirement Plan Services Experience September 1997 - July 2006
Job Manager, Key Accounts & National Sales Desk Retirement Solutions at Guardian Life
Industry Financial Services
Experience
Guardian Life  November 2013 - Present
Guardian Life  October 2010 - November 2013
Third Party Administrators, Inc.   March 2009 - September 2010
The Hartford Retirement Plans group   July 2006 - March 2009
John Hancock Retirement Plan Services   September 1997 - July 2006
Scudder Investments  1993 - 1997

Skills
Series 6, 401k, Series 63, Retirement, Pensions, Investments, Relationship Management, ETFs, Sales, Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning

Education
Saint Anselm College   1989 — 1992
Bachelor of Arts, Business

Chris Bowmaster Chris Bowmaster Kansas City, Missouri Area Details
Chris Bowmaster's John Hancock Retirement Plan Services Experience 2004 - Present
Job Regional Vice President at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services   2004 - Present
Marsh  June 2002 - July 2004
the Heffernan Group   March 2000 - June 2002
Principal Financial Group  June 1992 - March 2000

Skills
Mutual Funds, Retirement, Retirement Planning, Fixed Annuities, Series 24, Investments, Profit Sharing, Variable Annuities, Defined Benefit

Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Speech Communications

Ryan Camyre Ryan Camyre Greater Boston Area Details
Ryan Camyre's John Hancock Retirement Plan Services Experience June 2009 - Present
Job Associate Client Service Manager at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services   June 2009 - Present
After Fifty Living, Inc.   April 2008 - May 2009
Ultimate Hotel Parking Solutions   June 2008 - December 2008
Blackstone National Golf Club  April 2003 - November 2007
Acosta Sales & Marketing  December 2005 - January 2006

Skills
Training, Process Improvement, 401k, Retirement, Customer Satisfaction, Account Management, Paperless, Peer Mentoring, Research, Social Networking, Databases, Microsoft Excel, Social Media, Non-Qualified Deferred..., Management, Project Management

Education
Rhode Island College   2004 — 2008
Bachelor of Science (B.S.), General Management

Paul Henry Paul Henry Greater Boston Area Details
Paul Henry's John Hancock Retirement Plan Services Experience 2001 - 2007
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA  Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group  2007 - 2009
John Hancock Life Insurance Company (U.S.A.)   2001 - 2007
John Hancock Retirement Plan Services   2001 - 2007
Manulife Financial  2001 - 2007
Scudder Investments  2000 - 2001
Zurich Scudder Investments  2000 - 2001
Transamerica  1998 - 2000
Charles Schwab  1995 - 1998
Wells Fargo  1989 - 1995

Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning

Education
London School of Economics and Political Science   1997 — 1997
Executive Management Program Certificate, Business Strategy

Valparaiso University   1976 — 1980
BA, History and Business

Greg Kyles, AAMS ® Greg Kyles, AAMS ® Westmont, Illinois Details
Greg Kyles, AAMS ®'s John Hancock Retirement Plan Services Experience September 2011 - February 2012
Job Private Wealth Advisor
Industry Financial Services
Experience
Atlas Wealth Management   February 2015 - Present
Compass Financial Group of Raymond James   May 2012 - July 2014
John Hancock Retirement Plan Services   September 2011 - February 2012
Edward Jones  September 2009 - January 2011
Claymore Securities  2005 - 2009
Van Kampen Investments  1999 - 2005

Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization

Education
University of Iowa - Henry B. Tippie College of Business   1995 — 1999
BBA, Marketing, Management Information Systems

Candice Maynard Candice Maynard Greater Boston Area Details
Candice Maynard's John Hancock Retirement Plan Services Experience June 2002 - Present
Job Senior Compliance Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   June 2002 - Present
New York Life Retirement Plan Services  November 1999 - June 2002

Skills
Securities, 401k, Business Analysis, Financial Services

Education
Brandeis University   1989 — 1993
Bachelor, Sociology, Legal Studies

Cathy Powers Cathy Powers Greater Boston Area Details
Cathy Powers's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Senior Training Specialist at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  April 2010 - April 2015
Putnam Investments  May 2008 - April 2010
Putnam Investments  January 2007 - May 2008
Putnam Investments  June 2006 - January 2007

Skills
Training, Management, Project Management, Workforce Management, E-Learning, Staff Development, Retirement, Call Centers, Financial Services, Mutual Funds, 401k, Vendor Management

Education
University of Massachusetts, Amherst   1982 — 1986
Bachelors, Elementary Education

George Rothauser George Rothauser Toronto, Canada Area Details
George Rothauser's John Hancock Retirement Plan Services Experience October 1989 - August 2007
Job Retired
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   March 2001 - August 2007
John Hancock Retirement Plan Services   October 1989 - August 2007
North American Life Assurance   June 1969 - October 1989

Education
Ryerson University   1966 — 1969
Business Administration, Computer Technology

Angie Kaufman Angie Kaufman Phoenix, Arizona Details
Angie Kaufman's John Hancock Retirement Plan Services Experience August 2015 - Present
Job Regional Communication Consultant
Industry Financial Services
Experience
John Hancock Retirement Plan Services   August 2015 - Present
Vanguard  November 2013 - Present
ING  March 2012 - September 2013
Standard Insurance Company  August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.)   December 2006 - December 2009
Apex Systems  May 2006 - September 2006
Great-West Retirement Services  December 2005 - April 2006
Denver Health  January 2005 - May 2005
Janus Capital Group  May 2001 - July 2004
ProSavvy  January 2000 - January 2001

Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License

Education
Columbia College   1996 — 2001
Business Administration, Business

Arthur Georgantas Arthur Georgantas Greater Boston Area Details
Arthur Georgantas's John Hancock Retirement Plan Services Experience May 2012 - Present
Job Director, TaftHartley Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2012 - Present
Mercer  July 2009 - April 2012
Putnam Investments  June 1987 - June 2009

Education
University of Massachusetts Dartmouth   1982 — 1986
BS in Business

Janelle Howard Janelle Howard Greater Boston Area Details
Janelle Howard's John Hancock Retirement Plan Services Experience April 2015 - Present
Job CRM Specialist at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  March 2012 - April 2015
Dave's Diner  June 2007 - June 2012
Corporate Fulfillment Systems   June 2010 - April 2011

Skills
Customer Service, Leadership, Sales, Time Management, Microsoft Excel, Insurance, Social Networking, PowerPoint, Employee Benefits, Customer Satisfaction, Marketing, Event Planning

Education
Bridgewater State College   2007 — 2010
Bachelor's degree, Business Management

University of Connecticut   2006 — 2007

Carissa Iuliano Carissa Iuliano Greater Boston Area Details
Carissa Iuliano's John Hancock Retirement Plan Services Experience May 2014 - Present
Job Strategic Communications Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   May 2014 - Present
New York Life Retirement Plan Services  September 2012 - May 2014
New York Life Retirement Plan Services  July 2011 - August 2012
New York Life Retirement Plan Services  September 2009 - July 2011
New York Life Retirement Plan Services  June 2008 - September 2009
New York Life Retirement Plan Services  June 2006 - June 2008

Skills
Series 6, CRM, 401k, Retirement, Marketing Communications, Marketing Strategy, Client Services, FINRA, Financial Analysis, Financial Services, Mutual Funds, Retirement Planning, Series 63, Strategic Communications, Asset Allocation

Education
Curry College   2010 — 2012
MBA

Bryant University   2002 — 2006
Finance

Jodie Corvello Jodie Corvello Westwood, Massachusetts Details
Jodie Corvello's John Hancock Retirement Plan Services Experience April 2015 - Present
Job at
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  July 2009 - Present
New York Life Retirement Plan Services  March 2005 - July 2009
East Bay Music   September 1998 - December 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Coaching, teaching, Social Media, Social Networking, Team Building, Retirement, Leadership, Employee Benefits, Customer Service, Analysis, 401k

Education
UMass Dartmouth   1998 — 2001
B.A., Music Ed

Raymond Wolslegel Raymond Wolslegel Providence, Rhode Island Area Details
Raymond Wolslegel's John Hancock Retirement Plan Services Experience April 2014 - Present
Job Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2014 - Present
New York Life Insurance Company  November 2013 - April 2014
Mercer  September 2000 - October 2013

Skills
401k, Retirement, ERISA, PowerPoint, Microsoft Excel, Microsoft Word, Defined Contribution

Education
Providence College   1996 — 2000
BA, Political Science

Janine Cournoyer Janine Cournoyer Greater Boston Area Details
Janine Cournoyer's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Account Manager Creative Agency at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York LIfe Retirement Plan Services  April 2013 - April 2015
Veritude  2006 - 2010
Fidelity Investments  2000 - 2005
United Solutions, Inc.   1996 - 2000

Skills
Adobe Acrobat, Marketing Communications, Direct Mail, Advertising, Editing, Documentum, SmartPath, Sales Logix, ACT!, Microsoft Office, SharePoint, Strategic Communications, Corporate Communications, Direct Marketing, Public Relations, Management, Internal Communications

Education
Boston University
MS, Mass Communication

Worcester State College
BA, English

Alix Trabucco Alix Trabucco Greater Boston Area Details
Alix Trabucco's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Senior Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Retirement Plan Services  January 2011 - April 2015
New York Life Retirement Plan Services  2008 - 2011
BB&T  2006 - 2008
BB&T  2004 - 2006
New York Life Retirement Plan Services  2001 - 2004
New York Life Retirement Plan Services  1998 - 2001
John Hancock Financial Services  1997 - 1998
John Hancock Financial Services  1995 - 1997
Travelers  1990 - 1995

Skills
Retirement, Financial Services, Relationship Management, Employee Benefits, Business Analysis, Business Process..., Small Business

Education
University of Rhode Island - College of Business Administration
B.S., Finance

Boston University   2001 — 2003
Certified Financial Planner Program

Terry Hawkins Terry Hawkins Greater Chicago Area Details
Terry Hawkins's John Hancock Retirement Plan Services Experience September 2011 - February 2012
Job Sales Consultant at Morningstar Investment Services, Inc.
Industry Wholesale
Experience
Morningstar Investment Services, Inc.   March 2012 - Present
John Hancock, Retirement Plan Services  September 2011 - February 2012

Education
Marquette University   1997 — 2001
Bachelors, Finance

Courtney McSweeney Courtney McSweeney Greater Boston Area Details
Courtney McSweeney's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Manager Defined Benefit Business at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Insurance Company  July 2004 - April 2015

Skills
Leadership

Education
Boston College

Stephen Cloherty Stephen Cloherty Greater Boston Area Details
Stephen Cloherty's John Hancock Retirement Plan Services Experience April 2015 - Present
Job Managing Senior Compliance Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services   April 2015 - Present
New York Life Investment Management  December 2009 - April 2015
New York Life Investment Management  July 2006 - December 2009

Skills
ERISA Compliance, IRS Retirement Plan..., Excel, Root Cause Problem..., Project Planning, DOL Retirement Plan..., Retirement Planning, Retirement Plan Design, 401(k) Plans, Budgeting, Retirement, Financial Services

Education
Bridgewater State University
BS, BS