John Hancock Retirement Services

Description

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

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John Hancock Retirement Services Employees

Employee
Years
Job
Industry
Chris Winters, CRPS Chris Winters, CRPS Maumee, Ohio Details
Chris Winters, CRPS's John Hancock Retirement Services Experience 2000 - 2007
Job Director, Retirement Plan Services at TDC Companies
Industry Financial Services
Experience
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

Blair McMillen Blair McMillen Washington D.C. Metro Area Details
Blair McMillen's John Hancock Retirement Services Experience May 1998 - May 1999
Job Senior Client Solutions Architect at CPA Global
Industry Computer Software
Experience
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

Rich Hymes Rich Hymes Greater New York City Area Details
Rich Hymes's John Hancock Retirement Services Experience February 2008 - January 2012
Job Chief Investment Officer at BeneXchange Corp
Industry Financial Services
Experience
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

Vinh Tran Vinh Tran Greater Nashville Area Details
Vinh Tran's John Hancock Retirement Services Experience March 2008 - August 2013
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
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

Thomas O'Shaughnessy, CFP® Thomas O'Shaughnessy, CFP® Greater Chicago Area Details
Thomas O'Shaughnessy, CFP®'s John Hancock Retirement Services Experience August 2003 - March 2010
Job Director BKD Wealth Advisors
Industry Financial Services
Experience
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.)

Jason Brafman Jason Brafman Greater Boston Area Details
Jason Brafman's John Hancock Retirement Services Experience June 2007 - December 2010
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

Todd Tevens Todd Tevens Buffalo/Niagara, New York Area Details
Todd Tevens's John Hancock Retirement Services Experience May 2009 - March 2013
Job Retirement Plan Consultant
Industry Financial Services
Experience
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

Betsy DelSanto/NYLB Betsy DelSanto/NYLB Greater Boston Area Details
Betsy DelSanto/NYLB's John Hancock Retirement Services Experience October 1999 - Present
Job Director, Operations Support, John Hancock Retirement Services
Industry Financial Services
Experience
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

Michelle (Maurelys) Mendez Michelle (Maurelys) Mendez Greater Boston Area Details
Michelle (Maurelys) Mendez's John Hancock Retirement Services Experience January 2011 - March 2013
Job Retirement Plan Sales Associate at John Hancock Financial Services
Industry Financial Services
Experience
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

Charles Reichelt Charles Reichelt Washington D.C. Metro Area Details
Charles Reichelt's John Hancock Retirement Services Experience 2000 - Present
Job Regional Vice President at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
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