John Hancock Retirement Plan Services
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
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
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
John Hancock Retirement Plan Services August 1996 - Present
Education
Merrimack College 1992 — 1996
Bachelor, Political Science, Finance
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
John Hancock Retirement Plan Services April 2013 - Present
John Hancock Retirement Plan Services July 2010 - April 2013
John Hancock Retirement Plan Services January 2009 - July 2010
John Hancock Mutual Funds September 2006 - December 2008
Eaton Vance September 2004 - September 2006
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Sales, Series 6, Relationship Management, Wealth Management, Financial Services
Education
University of Denver - Daniels College of Business 1998 — 2002
John Hancock Retirement Plan Services 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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
John Hancock Retirement Plan Services January 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Morningstar Investment Services, Inc. March 2012 - Present
John Hancock, Retirement Plan Services September 2011 - February 2012
Education
Marquette University 1997 — 2001
Bachelors, Finance
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2004 - April 2015
Skills
Leadership
Education
Boston College
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