John Hancock Retirement Services
Address: 690 Canton St, Westwood, MA 02090 Phone: (781) 619-2000: Hours: : : : : Website: Category: : Place name: Website: https://www.jh401kadvisor.com/ Category: Financial Institution 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of John Hancock Retirement Plan Services, LLC Posting publicly on the Web Write a review Reviews Be the first to review
John Hancock Retirement Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John Hancock Retirement Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John Hancock Retirement Services Employees
TDC Companies March 2007 - Present
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2007
John Hancock Retirement Services 2000 - 2007
Skills
401k, Retirement, Insurance, ERISA, Defined Benefit, Mutual Funds, Retirement Planning, Pensions, Retirement Plan..., Profit Sharing, Asset Allocation, Investment Advisory, Relationship Management
Education
The Ohio State University 1993 — 1997
CPA Global January 2013 - Present
CPA Global February 2008 - January 2013
ONSITE3 March 2007 - February 2008
DISCOVERY EDUCATION March 2006 - December 2006
BALLENGER GROUP September 2002 - October 2004
KASTLE SYSTEMS, INC May 2001 - August 2002
AtYourBusiness.com September 1999 - March 2001
JOHN HANCOCK RETIREMENT SERVICES May 1998 - May 1999
Skills
Software Documentation, Project Management, Training, Talent Management, Technical Writing, Quality Assurance, SaaS, Hands-on Training, Instructor-led Training, E-Learning, Visio, Salesforce.com, Instructional Design, Solution Implementation, Contract Negotiation, Customer Service, Business Analysis, Management, Social Media, Analysis
Education
University of Maryland College Park 1993 — 1996
BA, Criminal Justice
Miller-Motte Technical College 2003 — 2004
MCP, MCSA Certification
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Lincoln Financial Distributors February 2015 - Present
Principal Financial Group September 2013 - February 2015
John Hancock Retirement Services March 2008 - August 2013
Charlotte Mecklenburg Police Department August 2005 - March 2008
RPM Exotics 2005 - 2005
Skills
Series 63, 401k, Retirement, Wholesaling, FINRA Series 6, Inside Sales, Retirement Planning, Retirement Plan..., Defined Benefit, Plan Design, Computer Forensics, Marketing Strategy, Series 6, Business Planning, Series 7, CRPS
Education
College of Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
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
Lawley Courier Retirement Plan Advisors March 2013 - Present
Cadaret, Grant & Co. Inc. March 2013 - Present
John Hancock Retirement Services May 2009 - March 2013
Principal Financial Group July 2001 - May 2009
Hbk Sorce Financial Group July 2000 - July 2001
Skills
Retirement Planning, Retirement Plan..., Retirement Savings, Strategic Financial..., 401k, Qualified Retirement..., Retirement Solutions, Retirement Benefits
Education
Mercyhurst College 1997 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
New York Life Retirement Plan Services October 1999 - Present
John Hancock Retirement Services October 1999 - Present
New York Life Insurance Company 1999 - 2010
Education
University of Rhode Island 1979 — 1983
Wheeler 1979 — 1979
John Hancock Financial Services July 2014 - Present
John Hancock Financial Services October 2013 - Present
John Hancock Financial Services March 2013 - October 2013
John Hancock Retirement Services January 2011 - March 2013
Skills
Microsoft Excel, Access, PowerPoint, Data Analysis, Analysis, Spreadsheets, Healthcare, Invoicing, Series 7, Series 63, Series 6, Life & Health Insurance..., 401k, 401k Rollovers, Sales, Financial Services, Lotus Notes
Education
Bentley University 2006 — 2010
Bachelor's degree, Finance
Bentley University 2006 — 2010
Bachelor of science, Finance
John Hancock Life Insurance Company (U.S.A.) January 2000 - Present
John Hancock Retirement Services 2000 - Present
Transamerica Retirement Solutions August 1997 - February 2006
Skills
401k, Retirement Planning, Series 6, Series 63
Education
Penn State University 1985 — 1989