John Hancock Signature Services
Industry: Company
DescriptionFounded: 1990 Parent organization: John Hancock Life Insurance Company (U.S.A.)
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John Hancock Signature Services Employees
Employee
Years
Job
Industry
Chris Ginolfi Chris Ginolfi's John Hancock Signature Services Experience May 2000 - December 2002
Job Vice President, Compliance, Chief Compliance Officer, Advisory Services & AntiMoney Laundering Officer
Industry Investment Management
Experience
Investors Capital Corporation January 2003 - Present
John Hancock Signature Services May 2000 - December 2002
Skills
FINRA, AML, Series 7, Investments, OFAC, Due Diligence, Equities, Mutual Funds, KYC, Risk Management, Alternative Investments, Series 24, Securities, Series 63, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Fixed Income, Options, Hedge Funds, Asset Management, Capital Markets, SEC, Wealth Management, Securities Regulation, Financial Services, USA PATRIOT Act, Broker-Dealer, Investment Advisers Act, Investment Management, ETFs, Investment Company Act
Education
Endicott College 2005 — 2006
MBA
Endicott College 1996 — 2000
BA
Investors Capital Corporation January 2003 - Present
John Hancock Signature Services May 2000 - December 2002
Skills
FINRA, AML, Series 7, Investments, OFAC, Due Diligence, Equities, Mutual Funds, KYC, Risk Management, Alternative Investments, Series 24, Securities, Series 63, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Fixed Income, Options, Hedge Funds, Asset Management, Capital Markets, SEC, Wealth Management, Securities Regulation, Financial Services, USA PATRIOT Act, Broker-Dealer, Investment Advisers Act, Investment Management, ETFs, Investment Company Act
Education
Endicott College 2005 — 2006
MBA
Endicott College 1996 — 2000
BA
Bob Hrabovszky CRPC®'s John Hancock Signature Services Experience March 1998 - August 1999
Job Internal Business Consultant, John Hancock Funds
Industry Financial Services
Experience
John Hancock Funds November 2005 - Present
John Hancock Funds 1999 - November 2005
John Hancock Signature Services March 1998 - August 1999
Skills
Investment Advisory, Retirement Plan..., Wealth Management, Investment Strategies, Strategic Financial..., Financial Markets, Securities, Separately Managed..., Investments, Asset Managment, Insurance, Life Insurance, Fixed Annuities
Education
Salem State College 1995 — 1998
Bachelor of Science (B.S.), 3.1
John Hancock Funds November 2005 - Present
John Hancock Funds 1999 - November 2005
John Hancock Signature Services March 1998 - August 1999
Skills
Investment Advisory, Retirement Plan..., Wealth Management, Investment Strategies, Strategic Financial..., Financial Markets, Securities, Separately Managed..., Investments, Asset Managment, Insurance, Life Insurance, Fixed Annuities
Education
Salem State College 1995 — 1998
Bachelor of Science (B.S.), 3.1
Joseph Vitelli Joseph Vitelli's John Hancock Signature Services Experience January 1999 - June 2000
Job Business Analyst at Realogy
Industry Financial Services
Experience
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Nicole Ramsay Nicole Ramsay's John Hancock Signature Services Experience 1997 - 2000
Job Investment Operations Specialist
Industry Financial Services
Experience
JP Morgan securities(Temporary) August 2014 - December 2014
Zevin Asset Management (ZAM) September 2011 - November 2013
The Roosevelt Investment Group 2007 - 2011
State Street Bank September 2006 - September 2007
MetLife 2000 - 2005
John Hancock Signature Services 1997 - 2000
Skills
Advent, Microsoft Office, PeopleSoft, People Skills, Bloomberg, Customer Service, Trading
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), History and Economics
JP Morgan securities(Temporary) August 2014 - December 2014
Zevin Asset Management (ZAM) September 2011 - November 2013
The Roosevelt Investment Group 2007 - 2011
State Street Bank September 2006 - September 2007
MetLife 2000 - 2005
John Hancock Signature Services 1997 - 2000
Skills
Advent, Microsoft Office, PeopleSoft, People Skills, Bloomberg, Customer Service, Trading
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), History and Economics
Jeremy Pucko Jeremy Pucko's John Hancock Signature Services Experience 2000 - 2002
Job Senior Business Analyst at Long Term Care Partners
Industry Insurance
Experience
Long Term Care Partners December 2012 - Present
Long Term Care Partners February 2002 - December 2012
John Hancock Signature Services 2000 - 2002
Skills
Visio, Access, SharePoint, Requirements Gathering, SDLC, HTML, Business Analysis, SQL, Business Requirements, Systems Analysis, Data Analysis, Requirements Analysis, Data Warehousing
Education
University of New Hampshire
Long Term Care Partners December 2012 - Present
Long Term Care Partners February 2002 - December 2012
John Hancock Signature Services 2000 - 2002
Skills
Visio, Access, SharePoint, Requirements Gathering, SDLC, HTML, Business Analysis, SQL, Business Requirements, Systems Analysis, Data Analysis, Requirements Analysis, Data Warehousing
Education
University of New Hampshire
Steve Ruck Steve Ruck's John Hancock Signature Services Experience October 1997 - March 1999
Job Director of Account Development at IGP John Hancock
Industry Financial Services
Experience
IGP - John Hancock June 2012 - Present
IGP - John Hancock June 2005 - June 2012
GunnDesign, LLC February 2005 - July 2005
Asset Communications, Inc. August 2002 - February 2005
John Hancock Funds January 2001 - August 2002
John Hancock Funds March 1999 - January 2001
John Hancock Signature Services October 1997 - March 1999
Skills
Employee Benefits, Insurance, Investments, Mutual Funds, Group Benefits, Retirement, Pensions, New Business Development, Financial Planning, Banking, Financial Services, Sales, Fixed Annuities, CRM, Marketing Strategy, Strategic Financial..., Alternative Investments, Disability Insurance, Business Development, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 1990 — 1995
BBA, Marketing
IGP - John Hancock June 2012 - Present
IGP - John Hancock June 2005 - June 2012
GunnDesign, LLC February 2005 - July 2005
Asset Communications, Inc. August 2002 - February 2005
John Hancock Funds January 2001 - August 2002
John Hancock Funds March 1999 - January 2001
John Hancock Signature Services October 1997 - March 1999
Skills
Employee Benefits, Insurance, Investments, Mutual Funds, Group Benefits, Retirement, Pensions, New Business Development, Financial Planning, Banking, Financial Services, Sales, Fixed Annuities, CRM, Marketing Strategy, Strategic Financial..., Alternative Investments, Disability Insurance, Business Development, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 1990 — 1995
BBA, Marketing
Austin Doherty's John Hancock Signature Services Experience November 1993 - Present
Job General Director Compliance and Risk Management at John Hancock Signature Services
Industry Financial Services
Experience
John Hancock Signature Services November 1993 - Present
Skills
Risk Management, Mutual Funds, Financial Services
Education
Bentley University 1988 — 1992
Bachelor of Science (B.S.), Finance
John Hancock Signature Services November 1993 - Present
Skills
Risk Management, Mutual Funds, Financial Services
Education
Bentley University 1988 — 1992
Bachelor of Science (B.S.), Finance
Jon Eitas, CRPC® Jon Eitas, CRPC®'s John Hancock Signature Services Experience December 2002 - July 2005
Job Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Janice Richards Janice Richards's John Hancock Signature Services Experience 1996 - 2000
Job Communications Manager at Citizens Financial Grou
Industry Public Relations and Communications
Experience
Citizens Financial Group, Inc. June 2013 - Present
CMX Communications January 2009 - June 2013
HOLCIM (US) INC October 2003 - November 2008
Private Healthcare Systems 2002 - 2003
Fidelity Investments 2000 - 2001
John Hancock Signature Services 1996 - 2000
John Hancock Financial Services 1993 - 1996
Skills
Internal Communications, Public Relations, Event Management, Strategic Planning, Change Management, Report Writing, Multimedia, Employee Engagement, Communications Strategy, Newsletters, Organizational..., Corporate Communications, Strategic Communications, Executive Communications, Corporate Social..., Issues Management, Event Planning, Communications Planning, Writing, Editing, Stakeholder Engagement, Engagement, Web Content, Content Development, Coaching, Content Management, Copywriting, Press Releases, Crisis Communications, Community Relations, Marketing, Brand Management, Business Writing, Marketing Communications, Speech Writing, Intranet, Project Management, Internal & External..., Corporate Branding, Publications, Web Content Management, Strategic..., Messaging, Business Communications, Communication Training, Media Relations, CRM, Public Affairs, Leadership, Social Media
Education
Emerson College 2000 — 2005
Masters, Business & Organizational Communications
Suffolk University
Bachelor of Arts, Public Relations & Communications
Citizens Financial Group, Inc. June 2013 - Present
CMX Communications January 2009 - June 2013
HOLCIM (US) INC October 2003 - November 2008
Private Healthcare Systems 2002 - 2003
Fidelity Investments 2000 - 2001
John Hancock Signature Services 1996 - 2000
John Hancock Financial Services 1993 - 1996
Skills
Internal Communications, Public Relations, Event Management, Strategic Planning, Change Management, Report Writing, Multimedia, Employee Engagement, Communications Strategy, Newsletters, Organizational..., Corporate Communications, Strategic Communications, Executive Communications, Corporate Social..., Issues Management, Event Planning, Communications Planning, Writing, Editing, Stakeholder Engagement, Engagement, Web Content, Content Development, Coaching, Content Management, Copywriting, Press Releases, Crisis Communications, Community Relations, Marketing, Brand Management, Business Writing, Marketing Communications, Speech Writing, Intranet, Project Management, Internal & External..., Corporate Branding, Publications, Web Content Management, Strategic..., Messaging, Business Communications, Communication Training, Media Relations, CRM, Public Affairs, Leadership, Social Media
Education
Emerson College 2000 — 2005
Masters, Business & Organizational Communications
Suffolk University
Bachelor of Arts, Public Relations & Communications
Peter Berard Peter Berard's John Hancock Signature Services Experience 1999 - 2000
Job Senior Manager Employment Tax Advisory Services at Ernst & Young
Industry Accounting
Experience
EY September 2000 - Present
John Hancock Signature Services 1999 - 2000
Edwards Angell Palmer & Dodge LLP 1996 - 1997
Edwards & Angell 1996 - 1997
Skills
Tax, Accounting, Payroll Taxes, Sarbanes-Oxley Act, Auditing, Tax Research, Account Reconciliation
Education
New England Law Boston 1996 — 1999
J.D., Law
Providence College 1992 — 1996
B.S., Accountancy
EY September 2000 - Present
John Hancock Signature Services 1999 - 2000
Edwards Angell Palmer & Dodge LLP 1996 - 1997
Edwards & Angell 1996 - 1997
Skills
Tax, Accounting, Payroll Taxes, Sarbanes-Oxley Act, Auditing, Tax Research, Account Reconciliation
Education
New England Law Boston 1996 — 1999
J.D., Law
Providence College 1992 — 1996
B.S., Accountancy
Eric Devlin Eric Devlin's John Hancock Signature Services Experience December 2002 - October 2005
Job Production Artist at Entertainment Earth, Inc.
Industry Design
Experience
Entertainment Earth, Inc. September 2014 - Present
Devlin Toy Design July 2011 - Present
Fisher Price Brands June 2010 - August 2010
Duval & Stachenfeld LLP March 2007 - January 2009
Duval and Stachenfeld LLP March 2007 - January 2009
Atrium Staffing September 2006 - December 2006
Metropolitan Boston Housing Partnership October 2005 - July 2006
Metropolitan Boston Housing Partnership October 2005 - July 2006
John Hancock Signature Services December 2002 - October 2005
John Hancock Signature Services 2002 - 2005
Skills
Toy Design, Illustration, Fine Art, Toys, Comics, Photoshop, Illustrator, Packaging, Typography, Drawing, Sketching, Digital Illustration
Education
Fashion Institute of Technology 2009 — 2011
Bachelor of Fine Arts, Toy Design
Massachusetts College of Art 1998 — 2002
Bachelor of Fine Arts, Illustration
Entertainment Earth, Inc. September 2014 - Present
Devlin Toy Design July 2011 - Present
Fisher Price Brands June 2010 - August 2010
Duval & Stachenfeld LLP March 2007 - January 2009
Duval and Stachenfeld LLP March 2007 - January 2009
Atrium Staffing September 2006 - December 2006
Metropolitan Boston Housing Partnership October 2005 - July 2006
Metropolitan Boston Housing Partnership October 2005 - July 2006
John Hancock Signature Services December 2002 - October 2005
John Hancock Signature Services 2002 - 2005
Skills
Toy Design, Illustration, Fine Art, Toys, Comics, Photoshop, Illustrator, Packaging, Typography, Drawing, Sketching, Digital Illustration
Education
Fashion Institute of Technology 2009 — 2011
Bachelor of Fine Arts, Toy Design
Massachusetts College of Art 1998 — 2002
Bachelor of Fine Arts, Illustration
Alison Pyott, CFP® Alison Pyott, CFP®'s John Hancock Signature Services Experience September 1994 - June 2001
Job Wealth Manager at Veris Wealth Partners
Industry Financial Services
Experience
Veris Wealth Partners, LLC July 2007 - Present
New Hampshire Women's Foundation 2014 - 2015
Citizens Funds August 2004 - June 2007
Backroads June 2004 - August 2004
United Way of the Greater Seacoast June 2001 - June 2004
John Hancock Signature Services September 1994 - June 2001
Skills
Wealth Management, Gender Lens Investing, Financial Planning, Sustainable Investing, Strategic Financial..., Impact Investing, Socially Responsible..., Life Planning, Investments, Mutual Funds, Retirement Planning, Public Speaking, Change Management, Event Planning, Customer Service, Process Improvement, Coaching, Nonprofits
Education
Merrimack College 2006 — 2009
Certificate, Financial Planning
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Veris Wealth Partners, LLC July 2007 - Present
New Hampshire Women's Foundation 2014 - 2015
Citizens Funds August 2004 - June 2007
Backroads June 2004 - August 2004
United Way of the Greater Seacoast June 2001 - June 2004
John Hancock Signature Services September 1994 - June 2001
Skills
Wealth Management, Gender Lens Investing, Financial Planning, Sustainable Investing, Strategic Financial..., Impact Investing, Socially Responsible..., Life Planning, Investments, Mutual Funds, Retirement Planning, Public Speaking, Change Management, Event Planning, Customer Service, Process Improvement, Coaching, Nonprofits
Education
Merrimack College 2006 — 2009
Certificate, Financial Planning
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Christopher Robino Christopher Robino's John Hancock Signature Services Experience September 2000 - July 2001
Job Vice President Compliance
Industry Financial Services
Experience
Mercer HR Services January 2007 - December 2011
Mercer HR Services/Putnam Investments October 2001 - January 2007
John Hancock Signature Services September 2000 - July 2001
Finnegan, Underwood November 1999 - September 2000
Superior Court of Massachusetts June 1998 - August 1998
Massachusetts Appellate Tax Board January 1998 - May 1998
Skills
Mergers, Negotiation, Plan Design, Mutual Funds, Contract Negotiation, Product Development, ERISA, Customer Relations, Compliance, Customer Service, Administration, Litigation, 401k, Employee Benefits, Risk Management, Excel, Investments, Corporate Governance, Asset Management, Due Diligence, RFP, Retirement Planning, Strategic Planning, Public Speaking, Financial Analysis, Business Planning, Relationship Management, Defined Benefit, Defined Contribution, Retirement, Mergers & Acquisitions, CRM, Analysis, Management, Financial Services, Retirement Plan..., Pensions, Qualified Retirement..., Microsoft Excel
Education
New England Law Boston 1996 — 1999
J.D., Law
James Madison University 1992 — 1994
BA, History
Mercer HR Services January 2007 - December 2011
Mercer HR Services/Putnam Investments October 2001 - January 2007
John Hancock Signature Services September 2000 - July 2001
Finnegan, Underwood November 1999 - September 2000
Superior Court of Massachusetts June 1998 - August 1998
Massachusetts Appellate Tax Board January 1998 - May 1998
Skills
Mergers, Negotiation, Plan Design, Mutual Funds, Contract Negotiation, Product Development, ERISA, Customer Relations, Compliance, Customer Service, Administration, Litigation, 401k, Employee Benefits, Risk Management, Excel, Investments, Corporate Governance, Asset Management, Due Diligence, RFP, Retirement Planning, Strategic Planning, Public Speaking, Financial Analysis, Business Planning, Relationship Management, Defined Benefit, Defined Contribution, Retirement, Mergers & Acquisitions, CRM, Analysis, Management, Financial Services, Retirement Plan..., Pensions, Qualified Retirement..., Microsoft Excel
Education
New England Law Boston 1996 — 1999
J.D., Law
James Madison University 1992 — 1994
BA, History
Robyn LaRaia's John Hancock Signature Services Experience January 2000 - January 2001
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2011 - Present
ING September 2006 - November 2010
ING January 2002 - August 2006
JOHN HANCOCK SIGNATURE SERVICES January 2000 - January 2001
STATE STREET GLOBAL ADVISORS January 1999 - January 2000
Putnam Investments 1992 - 1999
Skills
Project Management, Software Documentation, Training, Quality Assurance, Employee Benefits, Fundraising, Photography, 401k, Presentations, Analytics, Account Reconciliation, Continuous Improvement, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, System Testing, Strategic Planning, PMO
Education
Eastern Nazarene College
BA, Management
State Street Bank June 2011 - Present
ING September 2006 - November 2010
ING January 2002 - August 2006
JOHN HANCOCK SIGNATURE SERVICES January 2000 - January 2001
STATE STREET GLOBAL ADVISORS January 1999 - January 2000
Putnam Investments 1992 - 1999
Skills
Project Management, Software Documentation, Training, Quality Assurance, Employee Benefits, Fundraising, Photography, 401k, Presentations, Analytics, Account Reconciliation, Continuous Improvement, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, System Testing, Strategic Planning, PMO
Education
Eastern Nazarene College
BA, Management
Kristen Sherlock's John Hancock Signature Services Experience January 2003 - December 2003
Job Marketing Communications at Sanofi
Industry Biotechnology
Robert McAloon's John Hancock Signature Services Experience 1997 - 1999
Job Assisting Clients with the fundamentals of Identity & Access Management in the Carolinas
Industry Information Technology and Services
Experience
CA Technologies August 2014 - Present
IBM April 2014 - August 2014
IBM August 2012 - June 2014
SunGard June 2011 - July 2012
Professional Services January 2006 - July 2012
SunGard Global Services September 1999 - May 2011
SunGard Omni January 1999 - January 2002
John Hancock Signature Services 1997 - 1999
Skills
CRM, Sales, SDLC, Information Technology, Solution Selling, Business Analysis, Project Management, Program Management, Cloud Computing, Business Process, Financial Services, PMO, Enterprise Software, Software Project..., Consulting, Solution Architecture, Management Consulting, Enterprise Architecture, Requirements Analysis, IT Strategy, Outsourcing, Integration, IT Management, Management, Strategy, Quality Assurance, Account Management, PMP, Governance, Requirements Gathering, Data Center, Business Process..., Change Management, Business Transformation, Key Account Management, Salesforce.com, Business Process..., Professional Services, Vendor Management, Pre-sales, Business Intelligence, Strategic Planning, Process Improvement, SaaS, Project Portfolio..., Databases, Product Management, Cross-functional Team...
Education
Providence College 1990 — 1994
BA, Political Science
IHC 1987 — 1990
High School Diploma, Honors/Regents High School/Secondary Diploma Program
Learning Tree International & David Allen Consulting 1998 — 1998
Bachelor's degree, Time Managament
Alexandria Central School
CA Technologies August 2014 - Present
IBM April 2014 - August 2014
IBM August 2012 - June 2014
SunGard June 2011 - July 2012
Professional Services January 2006 - July 2012
SunGard Global Services September 1999 - May 2011
SunGard Omni January 1999 - January 2002
John Hancock Signature Services 1997 - 1999
Skills
CRM, Sales, SDLC, Information Technology, Solution Selling, Business Analysis, Project Management, Program Management, Cloud Computing, Business Process, Financial Services, PMO, Enterprise Software, Software Project..., Consulting, Solution Architecture, Management Consulting, Enterprise Architecture, Requirements Analysis, IT Strategy, Outsourcing, Integration, IT Management, Management, Strategy, Quality Assurance, Account Management, PMP, Governance, Requirements Gathering, Data Center, Business Process..., Change Management, Business Transformation, Key Account Management, Salesforce.com, Business Process..., Professional Services, Vendor Management, Pre-sales, Business Intelligence, Strategic Planning, Process Improvement, SaaS, Project Portfolio..., Databases, Product Management, Cross-functional Team...
Education
Providence College 1990 — 1994
BA, Political Science
IHC 1987 — 1990
High School Diploma, Honors/Regents High School/Secondary Diploma Program
Learning Tree International & David Allen Consulting 1998 — 1998
Bachelor's degree, Time Managament
Alexandria Central School
Caitlin Ruocco's John Hancock Signature Services Experience June 2013 - April 2014
Job Support Engineer at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems April 2014 - Present
John Hancock Signature Services June 2013 - April 2014
John Hancock Signature Services January 2011 - April 2013
Skills
Mutual Funds, Business Analysis, Financial Services, Investments, Relationship Management, Document Management, Reporting & Analysis, Risk Assessment, Privacy Compliance, Microsoft Excel, Customer Service, SharePoint, Valuation, Management, Microsoft Office, PowerPoint, Public Speaking
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
SunGard Financial Systems April 2014 - Present
John Hancock Signature Services June 2013 - April 2014
John Hancock Signature Services January 2011 - April 2013
Skills
Mutual Funds, Business Analysis, Financial Services, Investments, Relationship Management, Document Management, Reporting & Analysis, Risk Assessment, Privacy Compliance, Microsoft Excel, Customer Service, SharePoint, Valuation, Management, Microsoft Office, PowerPoint, Public Speaking
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Dona S. Blackman's John Hancock Signature Services Experience April 1999 - April 2003
Job Certified Business Coach of Northern VA I Human Resources Consultant I Strategic Accountability Partner I Public Speaker
Industry Professional Training & Coaching
Experience
The Growth Coach® September 2010 - Present
ValueOptions New Mexico May 2005 - September 2009
Wilson & Company, Inc., Engineers and Architects April 2003 - May 2005
John Hancock Signature Services April 1999 - April 2003
John Hancock Life Insurance Company (U.S.A.) June 1974 - April 1999
Skills
Strategic Planning, Team Building, Executive Coaching, Problem Solving, Business Process..., Organizational..., Marketing Strategy, Human Resources..., Speaking Engagements, Business Planning, Conflict Resolution, DISC, Performance Management, Talent Management, Coaching, Management, Public Speaking, Process Improvement, Small Business, Strategy, Business Development, Personnel Management, Entrepreneurship, Training, Leadership, Marketing, Leadership Development, Business Coaching, Sales, Human Resources, Workshop Facilitation, Organizational..., Recruiting, Program Management, Business Strategy, Change Management, Personal Development, Employee Training, Management Development
Education
Eastern Nazarene College 1995 — 1998
B.S., Business Administration
The Growth Coach® September 2010 - Present
ValueOptions New Mexico May 2005 - September 2009
Wilson & Company, Inc., Engineers and Architects April 2003 - May 2005
John Hancock Signature Services April 1999 - April 2003
John Hancock Life Insurance Company (U.S.A.) June 1974 - April 1999
Skills
Strategic Planning, Team Building, Executive Coaching, Problem Solving, Business Process..., Organizational..., Marketing Strategy, Human Resources..., Speaking Engagements, Business Planning, Conflict Resolution, DISC, Performance Management, Talent Management, Coaching, Management, Public Speaking, Process Improvement, Small Business, Strategy, Business Development, Personnel Management, Entrepreneurship, Training, Leadership, Marketing, Leadership Development, Business Coaching, Sales, Human Resources, Workshop Facilitation, Organizational..., Recruiting, Program Management, Business Strategy, Change Management, Personal Development, Employee Training, Management Development
Education
Eastern Nazarene College 1995 — 1998
B.S., Business Administration
Elizabeth Randolph's John Hancock Signature Services Experience March 2003 - August 2007
Job Administrative Assistant at Waller & Wax Advisors Inc.
Industry Financial Services
Experience
Waller & Wax Advisors Inc. July 2014 - Present
Everest University Online November 2010 - July 2014
Everest University 2008 - 2010
John Hancock Signature Services March 2003 - August 2007
South Florida Building Maintenance June 2001 - March 2003
Skills
Time Management, Outlook, Customer Service, Management, Microsoft Excel, Microsoft Word, Access, Team Building, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Lotus Notes, Call Centers, Leadership, Data Entry, Employee Relations, Administration, Analysis, Software Documentation, Insurance, Research, Notary Public, Administrative..., Telephone Skills, Project Management, QuickBooks, System Administration, PeopleSoft, Social Media, Visio, Process Improvement, Process Scheduler, Resume Writing, Office Management, Training, Recruiting, Human Resources, Payroll, Interviews, Teamwork, Inventory Management
Education
Everest University 2009 — 2011
Associates in Science
Everest University-Brandon
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Waller & Wax Advisors Inc. July 2014 - Present
Everest University Online November 2010 - July 2014
Everest University 2008 - 2010
John Hancock Signature Services March 2003 - August 2007
South Florida Building Maintenance June 2001 - March 2003
Skills
Time Management, Outlook, Customer Service, Management, Microsoft Excel, Microsoft Word, Access, Team Building, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Lotus Notes, Call Centers, Leadership, Data Entry, Employee Relations, Administration, Analysis, Software Documentation, Insurance, Research, Notary Public, Administrative..., Telephone Skills, Project Management, QuickBooks, System Administration, PeopleSoft, Social Media, Visio, Process Improvement, Process Scheduler, Resume Writing, Office Management, Training, Recruiting, Human Resources, Payroll, Interviews, Teamwork, Inventory Management
Education
Everest University 2009 — 2011
Associates in Science
Everest University-Brandon
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fred Barrett's John Hancock Signature Services Experience January 2009 - March 2013
Job Business Systems Analyst
Industry Financial Services
Experience
MFS Investment Management October 2013 - Present
John Hancock Signature Services January 2009 - March 2013
John Hancock Life Insurance Company (U.S.A.) October 2004 - December 2008
John Hancock Signature Services August 2000 - September 2004
Skills
Mutual Funds, Financial Services, Requirements Gathering, Business Analysis, Reporting, Billing, NSCC trading, DTCC Mutual Fund..., Omni/SERV DSA & DSP..., Access, Cognos, Process Improvement, Analysis, Risk Management, Vendor Management, Oracle Applications, Investments, Business Requirements, Securities, Management, Microsoft Excel
Education
Framingham State College
Bachelor of Arts, Geography
MFS Investment Management October 2013 - Present
John Hancock Signature Services January 2009 - March 2013
John Hancock Life Insurance Company (U.S.A.) October 2004 - December 2008
John Hancock Signature Services August 2000 - September 2004
Skills
Mutual Funds, Financial Services, Requirements Gathering, Business Analysis, Reporting, Billing, NSCC trading, DTCC Mutual Fund..., Omni/SERV DSA & DSP..., Access, Cognos, Process Improvement, Analysis, Risk Management, Vendor Management, Oracle Applications, Investments, Business Requirements, Securities, Management, Microsoft Excel
Education
Framingham State College
Bachelor of Arts, Geography
Ann Brandolini Ann Brandolini's John Hancock Signature Services Experience November 1997 - July 1999
Job Personal Account Manager at Merrimack Valley Insurance Agency
Industry Insurance
Experience
Merrimack Valley Insurance Agency July 2014 - Present
Paul T. Murphy Insurance Agency, Inc. June 2013 - July 2014
Wilson Insurance Agency, Inc. June 2012 - June 2013
E.A. Stevens Co. March 2008 - September 2011
Paul Murphy Insurance Agency, Inc. December 2005 - March 2008
USI New England July 2003 - December 2005
Matthews Insurance Agency July 1999 - October 2003
John Hancock Signature Services November 1997 - July 1999
TACTemps November 1996 - November 1997
Johnson Controls October 1995 - August 1996
Skills
Homeowners, General Insurance, Licensed Property &..., Casualty, Commercial Lines, Personal Lines Auto, Property & Casualty..., Customer Service..., Personal Lines..., AMS360, Microsoft Office, Special Agent, Umbrella Insurance, Call Center, Call Centers, AMS Sagitta, WinRater, MS&B RCT, Watercraft, Motorcycle, Collectibles, Front Office
Education
Bunker Hill Community College 1990 — 1991
Criminal Justice Administration
Malden High School 1985 — 1989
Merrimack Valley Insurance Agency July 2014 - Present
Paul T. Murphy Insurance Agency, Inc. June 2013 - July 2014
Wilson Insurance Agency, Inc. June 2012 - June 2013
E.A. Stevens Co. March 2008 - September 2011
Paul Murphy Insurance Agency, Inc. December 2005 - March 2008
USI New England July 2003 - December 2005
Matthews Insurance Agency July 1999 - October 2003
John Hancock Signature Services November 1997 - July 1999
TACTemps November 1996 - November 1997
Johnson Controls October 1995 - August 1996
Skills
Homeowners, General Insurance, Licensed Property &..., Casualty, Commercial Lines, Personal Lines Auto, Property & Casualty..., Customer Service..., Personal Lines..., AMS360, Microsoft Office, Special Agent, Umbrella Insurance, Call Center, Call Centers, AMS Sagitta, WinRater, MS&B RCT, Watercraft, Motorcycle, Collectibles, Front Office
Education
Bunker Hill Community College 1990 — 1991
Criminal Justice Administration
Malden High School 1985 — 1989
Jeff Green's John Hancock Signature Services Experience January 1997 - July 1998
Job Social Media and Content Strategist at Rethink Robotics
Industry Internet
Experience
Boston Scientific 2014 - 2015
Rethink Robotics 2013 - 2014
Zipcar 2011 - 2013
Upromise, Inc.(sub of Sallie Mae) 2007 - 2011
Upromise 2006 - 2011
Publishers Circulation Fulfillment April 2004 - August 2006
John Hancock Funds February 1999 - July 2003
John Hancock Signature Services January 1997 - July 1998
Skills
Social Media, Editing, Community Management, Customer Service, Social Media Marketing, Facebook, Web Analytics, Marketing Strategy, Marketing Communications, Lead Generation, CRM, Social Networking, Marketing, Mobile Devices, Copywriting, Integrated Marketing, Strategy, SEM, Analytics, User Experience, Digital Media, Advertising, Newsletters, Brand Management, E-commerce, Start-ups, Leadership, Management, Online Marketing, Google Analytics, Web Content, Creative Writing, Digital Strategy, Content Strategy, B2B, Brand Awareness
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA
Union College
BA, English Major, Spanish Minor
Boston Scientific 2014 - 2015
Rethink Robotics 2013 - 2014
Zipcar 2011 - 2013
Upromise, Inc.(sub of Sallie Mae) 2007 - 2011
Upromise 2006 - 2011
Publishers Circulation Fulfillment April 2004 - August 2006
John Hancock Funds February 1999 - July 2003
John Hancock Signature Services January 1997 - July 1998
Skills
Social Media, Editing, Community Management, Customer Service, Social Media Marketing, Facebook, Web Analytics, Marketing Strategy, Marketing Communications, Lead Generation, CRM, Social Networking, Marketing, Mobile Devices, Copywriting, Integrated Marketing, Strategy, SEM, Analytics, User Experience, Digital Media, Advertising, Newsletters, Brand Management, E-commerce, Start-ups, Leadership, Management, Online Marketing, Google Analytics, Web Content, Creative Writing, Digital Strategy, Content Strategy, B2B, Brand Awareness
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA
Union College
BA, English Major, Spanish Minor
Agnieszka Sobczak Agnieszka Sobczak's John Hancock Signature Services Experience January 2000 - December 2000
Job Director Business Planning at Sanofi
Industry Pharmaceuticals
Experience
Sanofi December 2014 - Present
Sanofi March 2013 - November 2014
EMD Serono December 2010 - March 2013
Novartis Institutes for BioMedical Research, Inc September 2007 - November 2010
Liberty Mutual June 2003 - September 2007
Liberty Mutual Group January 2003 - June 2003
L'Oréal March 2002 - August 2002
Gillette January 2001 - August 2001
John Hancock Signature Services January 2000 - December 2000
First Savings of New Hampshire June 1999 - December 1999
Skills
Process Improvement, Forecasting, Financial Reporting, Budgets, Data Analysis, SAP, Finance, Analysis, Accounting, Auditing, Strategic Financial..., Project Planning, Internal Audit, Business Development, Pharmaceutical Industry, Financial Analysis, Business Planning, Financial Modeling, Budgeting, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Leadership and Management
Harvard Business School 2009 — 2009
Executive Finance Program
Northeastern University 1998 — 2003
Bachelor's of Science in International Business, Finance, Spanish
Universidad Pontificia Comillas 2001 — 2002
International Business, Finance, Spanish
Sanofi December 2014 - Present
Sanofi March 2013 - November 2014
EMD Serono December 2010 - March 2013
Novartis Institutes for BioMedical Research, Inc September 2007 - November 2010
Liberty Mutual June 2003 - September 2007
Liberty Mutual Group January 2003 - June 2003
L'Oréal March 2002 - August 2002
Gillette January 2001 - August 2001
John Hancock Signature Services January 2000 - December 2000
First Savings of New Hampshire June 1999 - December 1999
Skills
Process Improvement, Forecasting, Financial Reporting, Budgets, Data Analysis, SAP, Finance, Analysis, Accounting, Auditing, Strategic Financial..., Project Planning, Internal Audit, Business Development, Pharmaceutical Industry, Financial Analysis, Business Planning, Financial Modeling, Budgeting, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Leadership and Management
Harvard Business School 2009 — 2009
Executive Finance Program
Northeastern University 1998 — 2003
Bachelor's of Science in International Business, Finance, Spanish
Universidad Pontificia Comillas 2001 — 2002
International Business, Finance, Spanish
Karen Walls Karen Walls's John Hancock Signature Services Experience June 1997 - November 2000
Job Relationship Manager at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
Greg Kearsley's John Hancock Signature Services Experience 1999 - 2000
Job Manager, Consolidation Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
Student Nurse Journey December 2011 - January 2014
Hartford Life 2002 - January 2012
The Hartford 2000 - 2002
John Hancock Signature Services 1999 - 2000
John Hancock Signature Services 1998 - 1999
Putnam Investments 1997 - 1998
Fortis Investors / DFC 1994 - 1997
Skills
Sales Management, Direct Sales, Financial Planning, Coaching, New Business Development, Leadership, Training, Strategic Financial..., Team Building, Management, Budgets, Sales, Sales Process, Fundraising, Team Management, Finance, Customer Retention, Advertising, Onboarding
Education
Lesley University 2005 — 2006
Masters, Management Science
Bridgewater State University 1988 — 1990
BS, Business Management
Mass Bay Community 1985 — 1987
AD, Computer Information Systems
John Hancock Financial Services January 2014 - Present
Student Nurse Journey December 2011 - January 2014
Hartford Life 2002 - January 2012
The Hartford 2000 - 2002
John Hancock Signature Services 1999 - 2000
John Hancock Signature Services 1998 - 1999
Putnam Investments 1997 - 1998
Fortis Investors / DFC 1994 - 1997
Skills
Sales Management, Direct Sales, Financial Planning, Coaching, New Business Development, Leadership, Training, Strategic Financial..., Team Building, Management, Budgets, Sales, Sales Process, Fundraising, Team Management, Finance, Customer Retention, Advertising, Onboarding
Education
Lesley University 2005 — 2006
Masters, Management Science
Bridgewater State University 1988 — 1990
BS, Business Management
Mass Bay Community 1985 — 1987
AD, Computer Information Systems
Jeffrey Gray's John Hancock Signature Services Experience September 1995 - September 1999
Job Relationship Management The Boston Company
Industry Investment Management
Experience
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
Fearghal O'Riain CFP®'s John Hancock Signature Services Experience January 1998 - April 1999
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Jeff Donovan, MBA's John Hancock Signature Services Experience November 1999 - July 2001
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Meaghan Morneau's John Hancock Signature Services Experience 2003 - 2006
Job .
Industry Accounting
Experience
Deutsche Bank July 2007 - August 2008
Investors Bank and Trust 2006 - June 2007
John Hancock Signature Services 2003 - 2006
Education
Suffolk University - Sawyer Business School 2005 — 2008
Saint Anselm College 1998 — 2002
Business
Deutsche Bank July 2007 - August 2008
Investors Bank and Trust 2006 - June 2007
John Hancock Signature Services 2003 - 2006
Education
Suffolk University - Sawyer Business School 2005 — 2008
Saint Anselm College 1998 — 2002
Business
Patrick Sullivan, JD, MBA's John Hancock Signature Services Experience October 2001 - March 2002
Job Law Offices of Patrick P. Sullivan, P.A.
Industry Law Practice
Experience
Law Offices of Patrick P. Sullivan, P.A. September 2009 - Present
Between the Poughkeepsie Bridges, LLC May 2006 - October 2008
Corbally, Gartland and Rappleyea, LLP May 2005 - May 2006
Dutchess County District Attorney's Office May 2004 - September 2004
Hunter Realty Organization, LLC March 2002 - June 2002
John Hancock Signature Services October 2001 - March 2002
Education
Hofstra University School of Law 2002 — 2005
Doctor of Law (JD)
Mount Saint Mary College 2002 — 2005
MBA, Management
Rollins College 1994 — 1998
BA, Political Science/Business
Canterbury School 1992 — 1994
High School
Law Offices of Patrick P. Sullivan, P.A. September 2009 - Present
Between the Poughkeepsie Bridges, LLC May 2006 - October 2008
Corbally, Gartland and Rappleyea, LLP May 2005 - May 2006
Dutchess County District Attorney's Office May 2004 - September 2004
Hunter Realty Organization, LLC March 2002 - June 2002
John Hancock Signature Services October 2001 - March 2002
Education
Hofstra University School of Law 2002 — 2005
Doctor of Law (JD)
Mount Saint Mary College 2002 — 2005
MBA, Management
Rollins College 1994 — 1998
BA, Political Science/Business
Canterbury School 1992 — 1994
High School
William Sherman's John Hancock Signature Services Experience January 2003 - January 2004
Job CRM/CX Application Sales at Oracle
Industry Financial Services
Experience
Oracle April 2013 - Present
Senior Inbound Product Specialist January 2009 - January 2012
Sun Life Financial Distributors January 2005 - January 2009
Sun Life Financial January 2004 - January 2005
John Hancock Signature Services January 2003 - January 2004
Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers
Education
Bryant University 1998 — 2002
Bachelor of Arts and Sciences, Management
Oracle April 2013 - Present
Senior Inbound Product Specialist January 2009 - January 2012
Sun Life Financial Distributors January 2005 - January 2009
Sun Life Financial January 2004 - January 2005
John Hancock Signature Services January 2003 - January 2004
Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers
Education
Bryant University 1998 — 2002
Bachelor of Arts and Sciences, Management
Adam DeRuzza's John Hancock Signature Services Experience January 2002 - December 2003
Job Network Engineer at SymQuest Group, Inc.
Industry Computer Networking
Experience
Vermont Mutual Insurance Group July 2008 - December 2014
Integrity Interactive December 2003 - July 2008
John Hancock Signature Services January 2002 - December 2003
Covad Communications July 2000 - October 2001
Skills
Security, Servers, Microsoft Exchange, Routers, Data Center, Databases, Information Security, Technical Support, IT Operations, Red Hat Linux, Networking, Management, Active Directory, CRM, Solution Selling, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, SaaS, Salesforce.com, Infrastructure, Hardware, Operating Systems, Business Analysis, Consulting, Cloud Computing, Disaster Recovery, Enterprise Architecture, Help Desk Support, IIS, IT Service Management, IT Strategy, IT Management, Integration, Microsoft SQL Server, Requirements Analysis, SDLC, Server Administration, VMware ESX, Virtualization, Solution Architecture
Education
Bentley University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Vermont Mutual Insurance Group July 2008 - December 2014
Integrity Interactive December 2003 - July 2008
John Hancock Signature Services January 2002 - December 2003
Covad Communications July 2000 - October 2001
Skills
Security, Servers, Microsoft Exchange, Routers, Data Center, Databases, Information Security, Technical Support, IT Operations, Red Hat Linux, Networking, Management, Active Directory, CRM, Solution Selling, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, SaaS, Salesforce.com, Infrastructure, Hardware, Operating Systems, Business Analysis, Consulting, Cloud Computing, Disaster Recovery, Enterprise Architecture, Help Desk Support, IIS, IT Service Management, IT Strategy, IT Management, Integration, Microsoft SQL Server, Requirements Analysis, SDLC, Server Administration, VMware ESX, Virtualization, Solution Architecture
Education
Bentley University 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
Robert Tice's John Hancock Signature Services Experience February 2013 - Present
Job Business Analyst at John Hancock Signature Services
Industry Financial Services
Experience
John Hancock Signature Services February 2013 - Present
Liberty Mutual May 2007 - February 2013
Long Term Care Partners October 2002 - April 2005
John Hancock 1996 - 2002
Skills
SDLC, Management, Analysis, Data Entry, New Business Development, Business Requirements, General Insurance, Team Building, Forecasting, Visio
Education
Southern New Hampshire University 2006 — 2009
MBA, Globalization
Daniel Webster College 2001 — 2004
BS, Business
John Hancock Signature Services February 2013 - Present
Liberty Mutual May 2007 - February 2013
Long Term Care Partners October 2002 - April 2005
John Hancock 1996 - 2002
Skills
SDLC, Management, Analysis, Data Entry, New Business Development, Business Requirements, General Insurance, Team Building, Forecasting, Visio
Education
Southern New Hampshire University 2006 — 2009
MBA, Globalization
Daniel Webster College 2001 — 2004
BS, Business
Ashley Lissaint's John Hancock Signature Services Experience December 1998 - August 2000
Job Sales Consultant / Fitness Coach
Industry Health, Wellness and Fitness
Experience
Sun Life Financial July 2013 - Present
Core Cardio Fitness January 2011 - Present
John Hancock Financial Services December 2006 - October 2010
John Hancock Financial Services April 2003 - July 2006
John Hancock Financial Services December 2001 - April 2003
Funds Distributor September 2000 - December 2001
John Hancock Signature Services December 1998 - August 2000
INROADS July 1994 - August 1997
Skills
Insurance, Long Term Care Insurance, Long-term Care, Fitness, Sales, Coaching, Strength Training, Customer Service, Management, Program Management, Social Media, Time Management, Entrepreneurship, Employee Benefits, Small Business, Sales Operations, Disability Insurance, Negotiation, Leadership, Life Insurance, Training, Investments, Personal Training, Fixed Annuities, Team Building, Marketing, Mutual Funds, Financial Services
Education
Northeastern University
Finance, Business Administration and Management, General, 3.4 GPA
Reims Management School 2007 — 2007
Business
Sun Life Financial July 2013 - Present
Core Cardio Fitness January 2011 - Present
John Hancock Financial Services December 2006 - October 2010
John Hancock Financial Services April 2003 - July 2006
John Hancock Financial Services December 2001 - April 2003
Funds Distributor September 2000 - December 2001
John Hancock Signature Services December 1998 - August 2000
INROADS July 1994 - August 1997
Skills
Insurance, Long Term Care Insurance, Long-term Care, Fitness, Sales, Coaching, Strength Training, Customer Service, Management, Program Management, Social Media, Time Management, Entrepreneurship, Employee Benefits, Small Business, Sales Operations, Disability Insurance, Negotiation, Leadership, Life Insurance, Training, Investments, Personal Training, Fixed Annuities, Team Building, Marketing, Mutual Funds, Financial Services
Education
Northeastern University
Finance, Business Administration and Management, General, 3.4 GPA
Reims Management School 2007 — 2007
Business
Jeff Ouimette's John Hancock Signature Services Experience January 2002 - January 2003
Job Director of IT and Graphic Design at MassBio
Industry Biotechnology
Experience
MassBio October 2013 - Present
D.A.D.S. of Massachusetts 2011 - 2014
MassBio July 2008 - September 2013
Pawtucket Red Sox Baseball Club, Inc. February 2003 - July 2008
John Hancock Signature Services January 2002 - January 2003
WPRI/WNAC-TV 1998 - 2001
Skills
Social Media, Leadership, Strategic Planning, Microsoft Office, Event Planning, Lifesciences, Project Management, Market Research, Biotechnology, PowerPoint, Contract Negotiation, Vendor Management, Social Media Marketing, Pharmaceutical Industry, Event Management, Public Speaking, Facebook, Program Management, Research, Marketing
Education
Northeastern University 1996 — 1998
LaSalle Academy 1992 — 1996
MassBio October 2013 - Present
D.A.D.S. of Massachusetts 2011 - 2014
MassBio July 2008 - September 2013
Pawtucket Red Sox Baseball Club, Inc. February 2003 - July 2008
John Hancock Signature Services January 2002 - January 2003
WPRI/WNAC-TV 1998 - 2001
Skills
Social Media, Leadership, Strategic Planning, Microsoft Office, Event Planning, Lifesciences, Project Management, Market Research, Biotechnology, PowerPoint, Contract Negotiation, Vendor Management, Social Media Marketing, Pharmaceutical Industry, Event Management, Public Speaking, Facebook, Program Management, Research, Marketing
Education
Northeastern University 1996 — 1998
LaSalle Academy 1992 — 1996
Heidi Coffin's John Hancock Signature Services Experience 2006 - 2013
Job Business & Quality Assurance ♛ Analyst
Industry Financial Services
Experience
John Hancock Signature Services, Inc. 2006 - 2013
John Hancock Signature Services 2006 - 2013
John Hancock Signature Services, Inc. 2005 - 2006
Skills
Document Management, Workflow/Process..., Needs & Gaps Analysis, Procedures Documentation, Project Management, Writing Skills, Editing, Development & delivery..., Process Reengineering, Training, Visio, Financial Analysis, Process Improvement, Databases, Business Analysis
Education
State University of New York at New Paltz
Master of Arts (MA), Metals
New Mexico State University
Bachelor of Business Administration (BBA), Financial Management
New Mexico State University
Bachelor of Fine Arts (BFA), Studio Art
John Hancock Signature Services, Inc. 2006 - 2013
John Hancock Signature Services 2006 - 2013
John Hancock Signature Services, Inc. 2005 - 2006
Skills
Document Management, Workflow/Process..., Needs & Gaps Analysis, Procedures Documentation, Project Management, Writing Skills, Editing, Development & delivery..., Process Reengineering, Training, Visio, Financial Analysis, Process Improvement, Databases, Business Analysis
Education
State University of New York at New Paltz
Master of Arts (MA), Metals
New Mexico State University
Bachelor of Business Administration (BBA), Financial Management
New Mexico State University
Bachelor of Fine Arts (BFA), Studio Art
Jim Lundgren's John Hancock Signature Services Experience January 1997 - Present
Job Senior Business Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Signature Services January 1997 - Present
John Hancock Signature Services May 1999 - November 2004
Skills
Project Management, Management, Requirements Analysis, Software Documentation, Process Improvement, Mutual Funds, Customer Service, Financial Services, Risk Management, Testing, Vendor Management, Analysis, SDLC, Series 6, Business Analysis, Requirements Gathering, Relationship Management, Finance
Education
Suffolk University 1983 — 1987
BSBA, Business Management
Suffolk University - Sawyer Business School
John Hancock Signature Services January 1997 - Present
John Hancock Signature Services May 1999 - November 2004
Skills
Project Management, Management, Requirements Analysis, Software Documentation, Process Improvement, Mutual Funds, Customer Service, Financial Services, Risk Management, Testing, Vendor Management, Analysis, SDLC, Series 6, Business Analysis, Requirements Gathering, Relationship Management, Finance
Education
Suffolk University 1983 — 1987
BSBA, Business Management
Suffolk University - Sawyer Business School
Natalie Fitzgerald (Skorochod)'s John Hancock Signature Services Experience January 1999 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
Annette McKenney's John Hancock Signature Services Experience 1996 - 2001
Job Experienced Forecast & Reporting Professional
Industry Apparel & Fashion
Experience
Stonewall Kitchen May 2012 - Present
WellPet March 2010 - March 2011
Timberland February 2004 - March 2010
Pax World Funds 2002 - 2003
John Hancock Signature Services 1996 - 2001
Lahey Hitchcock Clinic 1994 - 1996
Skills
Microsoft Excel, Merchandising, Retail, Footwear, Forecasting, Trend Analysis, Inventory Management, Supply Chain, Wholesale
Education
University of New Hampshire 1990 — 1994
BA
Stonewall Kitchen May 2012 - Present
WellPet March 2010 - March 2011
Timberland February 2004 - March 2010
Pax World Funds 2002 - 2003
John Hancock Signature Services 1996 - 2001
Lahey Hitchcock Clinic 1994 - 1996
Skills
Microsoft Excel, Merchandising, Retail, Footwear, Forecasting, Trend Analysis, Inventory Management, Supply Chain, Wholesale
Education
University of New Hampshire 1990 — 1994
BA
Davina Jerger's John Hancock Signature Services Experience 1999 - 1999
Job Freelance/Contract Attorney
Industry Legal Services
Experience
CenturyLink 2015 - Present
Level 3 Communications 2012 - 2015
Great-West Life & Annuity Insurance Company 2011 - 2011
CoBank 2011 - 2011
Holland & Hart LLP June 2006 - November 2010
Watson Wyatt & Company May 2003 - April 2006
Office of the Corporation Counsel 2002 - 2002
Pica & Olson, LLP 2000 - 2001
Beall & Biehler 2000 - 2000
John Hancock Signature Services 1999 - 1999
Skills
Contract Negotiation, Legal Writing, Corporate Law, Corporate Governance, Litigation, Legal Research, Securities Regulation, Intellectual Property
Education
American University, Washington College of Law 2001 — 2004
Juris Doctor
The University of New Mexico 1992 — 1996
B.A, Political Science; Economics, Cum Laude
Schiller International University 1994 — 1994
CenturyLink 2015 - Present
Level 3 Communications 2012 - 2015
Great-West Life & Annuity Insurance Company 2011 - 2011
CoBank 2011 - 2011
Holland & Hart LLP June 2006 - November 2010
Watson Wyatt & Company May 2003 - April 2006
Office of the Corporation Counsel 2002 - 2002
Pica & Olson, LLP 2000 - 2001
Beall & Biehler 2000 - 2000
John Hancock Signature Services 1999 - 1999
Skills
Contract Negotiation, Legal Writing, Corporate Law, Corporate Governance, Litigation, Legal Research, Securities Regulation, Intellectual Property
Education
American University, Washington College of Law 2001 — 2004
Juris Doctor
The University of New Mexico 1992 — 1996
B.A, Political Science; Economics, Cum Laude
Schiller International University 1994 — 1994
Erin Plows Doyle's John Hancock Signature Services Experience June 1999 - April 2000
Job ERISA Attorney
Industry Financial Services
Experience
ADP April 2012 - Present
Sentinel Benefits & Financial Group July 2011 - April 2012
Bank of Ireland Securities Services May 2001 - December 2004
Zurich Scudder Investments April 2000 - April 2001
John Hancock Signature Services June 1999 - April 2000
ARTHUR ANDERSEN LLP January 1998 - June 1999
Putnam Investments May 1997 - January 1998
Putnam Investments September 1995 - May 1997
Skills
ERISA, Financial Services, 401k, Mutual Funds, Retirement, Program Management, Securities, Asset Management, Employee Benefits, Retirement Planning, Pensions, Series 63, Equities
Education
Widener University School of Law 1992 — 1995
JD, Law
University of Delaware 1988 — 1992
BS, Criminal Justice
ADP April 2012 - Present
Sentinel Benefits & Financial Group July 2011 - April 2012
Bank of Ireland Securities Services May 2001 - December 2004
Zurich Scudder Investments April 2000 - April 2001
John Hancock Signature Services June 1999 - April 2000
ARTHUR ANDERSEN LLP January 1998 - June 1999
Putnam Investments May 1997 - January 1998
Putnam Investments September 1995 - May 1997
Skills
ERISA, Financial Services, 401k, Mutual Funds, Retirement, Program Management, Securities, Asset Management, Employee Benefits, Retirement Planning, Pensions, Series 63, Equities
Education
Widener University School of Law 1992 — 1995
JD, Law
University of Delaware 1988 — 1992
BS, Criminal Justice
Jonathan Barboza's John Hancock Signature Services Experience August 2001 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Signature Services August 2001 - July 2010
Education
Fitchburg State University 1993 — 1998
Psychology
John Hancock Signature Services August 2001 - July 2010
Education
Fitchburg State University 1993 — 1998
Psychology
Jeffrey Holden's John Hancock Signature Services Experience October 1996 - August 2000
Job Vice President, New Client Onboarding at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial January 2011 - June 2014
Fidelity Family Office Services March 2008 - January 2011
Fidelity Family Office Services March 2005 - March 2008
Fidelity Charitable Services January 2000 - March 2005
John Hancock Signature Services October 1996 - August 2000
Education
Tufts University 1992 — 1996
BA, Sociology
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
LPL Financial June 2014 - Present
LPL Financial January 2011 - June 2014
Fidelity Family Office Services March 2008 - January 2011
Fidelity Family Office Services March 2005 - March 2008
Fidelity Charitable Services January 2000 - March 2005
John Hancock Signature Services October 1996 - August 2000
Education
Tufts University 1992 — 1996
BA, Sociology
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Richard Plant's John Hancock Signature Services Experience January 2004 - April 2012
Job Unit Manager at FCi Federal
Industry Government Administration
Experience
FCi Federal September 2014 - Present
Fidelity Investments January 2012 - April 2014
John Hancock Financial Services January 2004 - April 2012
JOHN HANCOCK SIGNATURE SERVICES January 2004 - April 2012
John Hancock Signature Services January 2000 - January 2004
OSCO DRUG STORES, INCORPORATED January 1982 - January 2000
Osco Drug 1982 - 2000
Skills
38a-1, Privacy, market Timing, 22c2, Fraud, Auditing, Policy, Trading, Customer Service
Education
Nichols College 1984 — 1988
BS, Management
Nichols College 1984 — 1988
Bachelor of Science, Business Administration
FCi Federal September 2014 - Present
Fidelity Investments January 2012 - April 2014
John Hancock Financial Services January 2004 - April 2012
JOHN HANCOCK SIGNATURE SERVICES January 2004 - April 2012
John Hancock Signature Services January 2000 - January 2004
OSCO DRUG STORES, INCORPORATED January 1982 - January 2000
Osco Drug 1982 - 2000
Skills
38a-1, Privacy, market Timing, 22c2, Fraud, Auditing, Policy, Trading, Customer Service
Education
Nichols College 1984 — 1988
BS, Management
Nichols College 1984 — 1988
Bachelor of Science, Business Administration
Greg Kearsley's John Hancock Signature Services Experience 1998 - May 2000
Job Director / National Manager of the Corporate Education Specialist at The Hartford
Industry Financial Services
Experience
The Hartford May 2000 - Present
John Hancock Signature Services 1998 - May 2000
Putnam Investments 1996 - 1997
Fortis Investors / DFC 1994 - 1997
Education
Bridgewater State College
B.S., Business Management
Lesley University
Masters, Management Science
Mass Bay Community College
A.S., Computer Information Systems
The Hartford May 2000 - Present
John Hancock Signature Services 1998 - May 2000
Putnam Investments 1996 - 1997
Fortis Investors / DFC 1994 - 1997
Education
Bridgewater State College
B.S., Business Management
Lesley University
Masters, Management Science
Mass Bay Community College
A.S., Computer Information Systems
Eileen Hagerott's John Hancock Signature Services Experience December 1992 - March 2013
Job Assistant Vice President, Mutual Funds Operations, Call Center, Dealer Services
Industry Financial Services
Experience
John Hancock Signature Services December 1992 - March 2013
Skills
Mutual Funds, Process Improvement, Series 6, Series 63, Series 7, Insurance, Investments, Financial Services, 401k, Retirement Planning, Securities, Business Analysis
Education
Northeastern University 1988 — 1992
Bachelor of Science (B.S.), Business/Corporate Communications
John Hancock Signature Services December 1992 - March 2013
Skills
Mutual Funds, Process Improvement, Series 6, Series 63, Series 7, Insurance, Investments, Financial Services, 401k, Retirement Planning, Securities, Business Analysis
Education
Northeastern University 1988 — 1992
Bachelor of Science (B.S.), Business/Corporate Communications
Barbara Pickering's John Hancock Signature Services Experience November 2007 - Present
Job Control Accountant at John Hancock Signature Services
Industry Financial Services
Experience
John Hancock Signature Services November 2007 - Present
Skills
Public Speaking, Training, Motivation, Writing, Organization, Innovation
Education
Curry College 2008 — 2010
Bachelor of Arts (BA), Human Resources Management and Services
Quincy College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
John Hancock Signature Services November 2007 - Present
Skills
Public Speaking, Training, Motivation, Writing, Organization, Innovation
Education
Curry College 2008 — 2010
Bachelor of Arts (BA), Human Resources Management and Services
Quincy College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY