New York Life Retirement Plan Services
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New York Life Retirement Plan Services Employees
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services September 2013 - Present
New York Life Retirement Plan Services April 2010 - April 2015
New York Life Retirement Plan Services April 2010 - June 2013
Matera Vopat Matera & Johnson PC July 2009 - April 2010
Invensys June 2007 - May 2009
Skills
Legal Research, 401k, Retirement, Payroll, Invoicing, Benefits Administration, employee resource groups, Qualified Retirement..., Insurance, Financial Services, Employee Benefits, Retirement Planning, Investments, Team Building
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Industrial and Organizational Psychology
Bridgewater State College 2005 — 2009
Bachelor's degree, Political Science and Government
CUNA Mutual Retirement Services 2015 - Present
Marsh & McLennan Agency 2013 - 2014
New York Life Retirement Plan Services 2009 - 2013
Putnam Investments 1993 - 2009
Skills
Series 7, Series 6, Series 63, Life Insurance License, Health & Accident..., Retirement, Pensions
Education
Bridgewater State University 1989 — 1993
Bachelor of Arts (BA), History/Business Administration
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services October 2012 - December 2014
New York Life Retirement Plan Services April 2008 - November 2012
Masiello Group January 2007 - March 2008
Providence Bruins December 2006 - May 2007
Skills
401k, Customer Relations, Retirement Planning, Fixed Annuities, Pensions, Fixed Income, IRAs, ERISA, Financial Services, Defined Benefit, Mutual Funds, Series 63, Retirement, Asset Allocation, Securities, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Defined Contribution, Customer Service
Education
Johnson & Wales University 2002 — 2006
B.S., Marketing
New York Life Retirement Plan Services January 2013 - Present
New York Life Retirement Plan Services March 2010 - January 2013
New York Life Retirement Plan Services March 2008 - March 2010
New York Life Retirement Plan Services 2006 - 2008
Compurex Systems October 2001 - November 2004
Integrated marketing communications agency specializing in high-tech companies September 2000 - September 2001
Skills
Investments, Mutual Funds, 401k, Series 63, Proposal Writing, Series 6
Education
Simmons College 1997 — 2001
Bachelor of Arts, Public Relations and Marketing Communications
Simmons College 1997 — 2001
Bachelor of Arts, Public Relations and Marketing Communications
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
New York Life Insurance Company August 2013 - September 2014
New York Life Retirement Plan Services January 2013 - July 2013
Alvin Ailey American Dance Theater July 2012 - July 2013
Family Crisis Center Domestic Violence Shelter May 2011 - July 2012
Skills
Public Speaking, Customer Service, Program Management, Project Management, Research, Teamwork, PowerPoint, Nonprofits, Time Management, Training, Access, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Highly detail oriented, Outlook, Facebook, Investments, Community Outreach, Call Centers, Close Attention to..., Cpr Certified, Team Leadership, Client Services, Retirement, Dance, Choreography, Performing Arts
Education
YEAR UP, INC. 2012 — 2013
Financial Operations, A
Hampton University 2011 — 2013
Bachelor's degree, Forensic Chemistry
World Animal Protection June 2013 - Present
Humane Society International August 2011 - June 2013
International Fund for Animal Welfare (IFAW) 2010 - September 2011
Morgan Stanley Smith Barney February 2005 - February 2009
New York Life Retirement Plan Services September 2002 - July 2004
Skills
Public Speaking, PowerPoint, Nonprofits, Community Outreach, Fundraising, Research, Ecotourism, International Trade, Public Policy, Policy, Environmental Awareness, Community Development, Sustainable Development, International..., Management, Policy Analysis, International Relations, Public Relations
Education
James Cook University 2009 — 2010
Master of Ecotourism, Tourism (Ecotourism), Sustainable Development
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Spanish, Spanish. Concentration in Latino and Latin American Studies
Universidad de Sevilla 2000 — 2001
Study Abroad
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
State Street Corporation March 2014 - Present
State Street Corporation March 2011 - March 2014
New York Life Retirement Plan Services September 2009 - March 2011
Fidelity August 2006 - June 2009
Fidelity Investments March 2003 - August 2006
Fidelity Investments August 1999 - March 2003
Fidelity Investments March 1997 - November 1999
Hill Holliday March 1993 - March 1997
Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Continuing Education, Securities Industry Institute
Boston University Questrom School of Business 1998 — 2000
MBA, Business Management Program
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
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
New York Life/MainStay Investments January 2013 - Present
New York Life/MainStay Investments December 2010 - January 2013
New York Life Retirement Plan Services March 2006 - December 2010
AXA Financial October 2002 - March 2006
Skills
Mutual Funds, Retirement Planning, Retirement, 401k, Series 63, Investments, Financial Services, Series 6, Securities, Relationship Management, Pensions, Alternative Investments, FINRA, Financial Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Defined Benefit, Finance, Financial Markets, Defined Contribution
Education
Kutztown University of Pennsylvania 1991 — 1996
BA, Secondary Education - Social Studies
Bergen Catholic High School
MassMutual Financial Group June 2014 - Present
New York Life Retirement Plan Services April 2014 - May 2014
New York Life Retirement Plan Services September 2011 - April 2014
New York Life Retirement Plan Services March 2011 - September 2011
Prudential Retirement December 2008 - March 2011
Prudential Retirement April 2006 - December 2008
Prudential Retirement April 2004 - April 2006
Prudential Retirement August 2000 - April 2004
Education & Training Programs, Inc October 1996 - August 2000
Macro International 1992 - 1996
Skills
Marketing, Strategic Planning, Defined Benefit, Retirement, Strategy, Mergers & Acquisitions, Business Development, Program Management, Management, Integrated Marketing, Retirement Planning, Change Management, Series 7, Team Leadership, Strategic Communications, Defined Contribution, Asset Management, Marketing Strategy, Training, Direct Marketing, Financial Services, Marketing Communications, Public Speaking, Relationship Management, Budgets, Pensions, Vendor Management
Education
University of Connecticut 1998 — 2000
M.B.A., International Marketing & Finance
College of the Holy Cross 1988 — 1992
B.A., Psychology & African American History
Longmeadow High School 1984 — 1988
Massachusetts Teachers' Retirement System March 2013 - Present
New York Life Retirement Plan Services October 2011 - December 2012
Georgia Institute of Technology May 2009 - August 2009
Skills
Perl, SQL, Java, TFS, StarTeam, Visual FoxPro, Lotus Notes, SharePoint, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Education
Georgia Institute of Technology 2007 — 2011
B.S., Mathematics, Business Option
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
New York Life Insurance Company September 2007 - April 2012
NYLIFE Securities LLC September 2007 - April 2012
New York Life Retirement Plan Services 1994 - 2007
USO 1993 - 1994
Saevitz & Brown, P.C. 1992 - 1993
Prime Computer 1984 - 1992
Skills
Estate Planning, Securities, Wealth, ERISA, Retirement Planning, Pensions, Investments, Series 7, Life Insurance, 401k, Financial Services, Retirement, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Employee Benefits, Asset Management, Series 63
Education
Colgate University
Financial Engines March 2014 - Present
New York Life Retirement Plan Services April 2011 - March 2014
new york life retirement plan services July 2007 - April 2011
New york life retirement plan services February 2002 - July 2007
Skills
Integrated Marketing, Marketing Strategy, Series 7, Product Marketing, Marketing Communications, Retirement, Direct Marketing, Management, Series 63, Business Planning, Sales, Investments, Marketing, Financial Services, Mutual Funds, 401k, Series 6, Retirement Planning, Relationship Management, Strategy, Investment Advisory, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Marketing
Boston College - Carroll School of Management 1986 — 1990
bs, management, finance
Transamerica Retirement Solutions December 2014 - Present
New York Life Retirement Plan Services February 1999 - December 2014
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company 2001 - 2011
Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities
Education
Penn State University 1988 — 1992
B.A., English
John Hancock Retirement Plan Services (formerly NYL Retirement Plan Services) April 2015 - Present
New York Life Retirement Plan Services October 2000 - April 2015
Fidelity Investments March 1995 - October 2000
BayBank Systems January 1993 - March 1995
Hibernia Savings Bank January 1990 - June 1994
Skills
401k, Mutual Funds, Series 63, Retirement, Retirement Planning, Investments, Financial Services, Series 6, Defined Benefit, Insurance, Securities, Relationship Management, Fixed Income, Leadership, Strategy, Strategic Partnerships
Education
Emmanuel College 1998 — 2000
Masters, Management
Emmanuel College 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
Dom Savio High School
High School Diploma, College Prep School
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 Financial Services April 2015 - Present
New York Life Retirement Plan Services April 2009 - Present
Humanity Corps 2013 - 2014
Humanity Corps September 2003 - August 2013
New York Life Retirement Plan Services September 2008 - April 2009
New York Life April 2004 - August 2008
New York Life February 2002 - April 2004
Skills
Fluent in Spanish, 401k, Retirement, Pensions, Mutual Funds, Series 6, Series 63, Leadership, Financial Services, Retirement Planning, Spanish, Software Documentation, FINRA, Defined Benefit, Securities, Investments, Asset Allocation, Public Speaking
Education
Brigham Young University 1992 — 1995
B.A., Economics
Cambridge Health Alliance January 2011 - Present
Portent Publishing Group November 2010 - Present
New York Life Retirement Plan Services April 2009 - November 2010
New York Life Retirement Plan Services November 2000 - November 2010
New York Life Investment Management November 2000 - November 2010
No. 9 /Atomic Marketing October 1999 - April 2000
Skills
Project Management, Instructional design, Product development, E-learning development, Cross-media publishing, Print and electronic..., Print production, Print on Demand, Distance learning, Video editing, Audio editing, Illustration skills, Microsoft Office, Graphic design, Lectora, Captivate, Presenter, WebEx, Ebooks, Dreamweaver, Adobe Illustrator, Adobe Photoshop, Flash, Flash Catalyst, Final Cut Pro, Graphic Design, Photoshop, Illustrator, E-Learning, Training, Publishing, Illustration, Instructional Design, Distance Learning, Audio Editing, Video Editing
Education
Lesley University
Class
University of Connecticut 1996 — 1999
Didactic Program
Southern Connecticut State University 1992 — 1996
BS
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
MassMutual Financial Group December 2011 - Present
New York Life Retirement Plan Services December 2004 - December 2011
Fidelity Investments June 2002 - December 2004
Fidelity Investments December 1999 - June 2002
Fidelity Investments December 1997 - December 1999
Skills
Licenses: Series 7, 6,..., Mutual Funds, Series 7, Investments, Financial Services, Retirement, Strategy, Retirement Planning, Leadership, Pensions, 401k, Series 63, Series 6, Financial Advisory, Defined Benefit, Relationship Management, Investment Management, Asset Management, Process Improvement, Management, Employee Benefits, Securities
Education
Framingham State University
Bachelor of Arts (B.A.)
Northeastern University
Business Management
ING Investment Management March 2012 - Present
Anova Consulting Group January 2011 - February 2012
New York Life Retirement Plan Services, LLC April 2009 - 2011
New York Life Retirement Plan Services November 2005 - April 2009
New York Life Retirement Plan Services November 2000 - December 2005
New York Life Retirement Plan Services, LLC 1998 - 2000
Trust Consultants LLC 1995 - 1998
State Street Bank 1992 - 1998
Skills
Series 63, Series 6, Pensions, Financial Services, Retirement, Retirement Planning, Asset Management, Investments, Investment Advisory
Education
Northeastern University 1987 — 1992
Bachelor of Science, Business Management
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
Protect Painters of La Costa May 2012 - Present
New York Life Retirement Plan Services 1995 - September 2011
Wells Fargo Bank 1989 - 1992
Skills
Investments
Education
Occidental College 1974 — 1978
BA, Political Science/Psychology
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
Morneau Shepell July 2012 - Present
Emerald Software Group (company divestiture in May 2012) January 2012 - May 2012
NEW YORK LIFE RETIREMENT PLAN SERVICES August 2006 - September 2011
Aon Consulting April 2002 - August 2006
SUNTRUST BANKS, INC January 1999 - January 2002
Hewitt Associates, LLC December 1997 - September 1999
Hewitt Associates, LLC September 1994 - December 1997
Skills
Employee Benefits, Defined Benefit, Retirement, Human Resources, Project Management, Pensions, HRIS, Management, Talent Management, 401k, Defined Contribution, Employee Relations, Vendor Management, Benefits Administration, Recruiting, Training, Project Implementation, Public Speaking, Non-Qualified Deferred..., ERISA, Social Networking, Process Improvement, Consulting, Financial Services, Onboarding, Business Analysis, Web Services, JSON, SaaS, Relationship Management
Education
Saint Mary's College 1990 — 1994
Business Administration, International Business, Marketing
St. Mary's College, Notre 1990 — 1994
BBA, Business Administration and Management, General
Tupelo High School 1987 — 1990
High School Diploma
John Hancock Investments April 2013 - Present
New York Life Retirement Plan Services April 2013 - April 2015
Lincoln Retirement Plan Services November 2011 - April 2013
Prudential Financial November 2010 - December 2011
Prudential Financial September 2005 - November 2010
Investors Management Group, LTD July 2003 - September 2004
Banc of American Capital Management February 2000 - November 2002
MetLife Defined Contribution Group March 2000 - January 2001
Delaware Investments, a member of the Macquarie Group 1997 - 2000
Skills
Defined Benefit, 401k, Series 6, Retirement, Series 63, Asset Allocation, CRM, Defined Contribution, Financial Services, Investment Advisory, Management, Marketing, Pensions, Relationship Management, Qualified Retirement..., Retirement Plan..., Retirement Planning, Series 7
Education
Northern Illinois University
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2012 - April 2015
New York Life Retirement Plan Services March 2010 - November 2012
New York Life Retirement Plan Services July 2007 - March 2010
Skills
Mutual Funds, Business Intelligence, Financial Services, Retirement, Investments, Analysis, Process Improvement, Software Documentation, SharePoint, Management
Education
Roger Williams University 2003 — 2007
Bachelor of Science, Financial Services
Foxborough High School 1999 — 2003
EMC March 2015 - Present
New York Life Retirement Plan Services October 2012 - February 2015
New York Life Retirement Plan Services October 2011 - October 2012
Corporate Fulfillment Systems, Inc. September 2006 - October 2011
DMW Direct March 2001 - August 2003
Skills
Direct Marketing, Direct Mail, Advertising, Online Marketing, Email Marketing, Marketing, Product Marketing, Newsletters, Strategy, Copywriting, Integrated Marketing, Creative Direction, Marketing Communications, B2B, Event Management, Digital Marketing, Marketing Strategy, Social Media
Education
College of the Holy Cross 1991 — 1995
BA, English
pope john xxiii high school 1987 — 1991
Breaux Vineyards, Ltd. March 2011 - June 2014
Molewski Financial Partners July 2010 - May 2011
New York Life Retirement Plan Services August 2007 - November 2009
Putnam Investments August 2000 - May 2006
Skills
401k, Investments, Public Speaking, Event Planning, Marketing Strategy, Employee Benefits, Wine, Marketing, Social Media Marketing, Relationship Management, Wineries, FINRA, Insurance, Employee Relations, Series 7, Microsoft Excel, Investment Strategies, Retirement, Series 6, New Business Development, Series 63, Wine Tasting, Social Media, Retirement Planning, Customer Service, Sales, Financial Services, Management Consulting, Mutual Funds, Event Management, Marketing Communications, Business Development, Investment Advisory, Management, Pensions, Leadership, Small Business, Strategic Planning, Fixed Annuities, Business Planning, Defined Benefit, Securities, Strategy, Microsoft Office, Social Networking
Education
Harvard University
Master's, Middle Eastern Studies
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Arts (B.A.), Sacred Music
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
Beth Israel Deaconess Medical Center March 2013 - Present
Boston Financial Data Services July 2006 - October 2011
New York Life Retirement Plan Services April 1998 - June 2006
State Street Global Advisors October 1997 - April 1998
Skills
Retirement Planning, Retirement, Mutual Funds, Financial Services, 401k, Relationship Management, Investments, Employee Benefits, Process Improvement, Customer Service
Education
Bentley College 1993 — 1994
Pension Certificate
Eastern Nazarene College 1991 — 1993
BS, Business Administration
Boston Business School 1987 — 1989
Associates, Business Administration
High Hopes Consulting LLC September 2010 - Present
From Creation Remedies January 2009 - August 2013
High Hopes Studio, Inc. 2004 - August 2013
New York Life January 2009 - April 2009
New York Life Retirement Plan Services September 2007 - January 2009
CitiStreet, LLC 2000 - 2007
Aquent 1998 - 2000
Fleet Bank 1996 - 1998
CDM 1996 - 1998
MIT 1995 - 1996
Skills
Management, Marketing Communications, Marketing, Marketing Strategy, CRM, Sales, Event Planning, Business Planning, Strategic Planning, Advertising, Leadership, New Business Development, Email Marketing, Event Management, Social Media Marketing, Entrepreneurship, Social Networking, Business Development, Talent Management, Online Marketing, Team Building, Graphic Design
Education
Global College of Natural Medicine 2008 — 2010
Certification
Eastern Nazarene College
Hartwick College
Hitachi America, Ltd. November 2014 - Present
New York Life Insurance Company September 2009 - June 2014
New York Life Retirement Plan Services June 2014 - 2014
Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Outlook, Time Management, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Research, Nonprofits, Spreadsheets, QuickBooks, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (BA)
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Accounting
Dayco October 2014 - Present
Dayco Products November 2011 - October 2014
Premier Research Group February 2010 - November 2011
New York Life Retirement Plan Services July 2006 - February 2010
Skills
Oracle Clinical, Clinical Trials, Clinical Research, Therapeutic areas, Clinical, Oncology, CRO, Data Management, Clinical Data Management, EDC, SOP, Pharmaceuticals, Salesforce.com, Outlook, Lotus Notes, Microsoft Excel, PowerPoint, Microsoft Word, Program Management, Sop, Sales, Quality Assurance, Data Analysis, Management, Pharmaceutical Industry
Education
Bryant University 2001 — 2005
Bachelor of Science, Business Administration; Marketing
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 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 Investments April 2015 - Present
New York Life Retirement Plan Services September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services) January 2005 - September 2005
Putnam Investments December 2002 - January 2005
Guaranty Fund Management Services 1985 - 1994
The Hartford Insurance Group February 1988 - November 1988
Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities
Education
Emmanuel College 1983 — 1987
B.A., Foreign Languages
Université Laval 1986 — 1986
French
Fidelity Investments 2011 - Present
New York Life Retirement Plan Services April 1995 - October 2010
Hogg Robinson Insurance Broker September 1990 - March 1995
Boston Park Plaza Hotel March 1985 - September 1990
Education
University of Massachusetts, Amherst 1982 — 1985
Bachelor, Hotel Management
Endicott College 1980 — 1982
Associates, Travel Tourism
Beth Israel Deaconess Medical Center March 2013 - Present
DST Retirement Solutions July 2006 - October 2011
New York Life Retirement Plan Services April 1997 - June 2006
Trust Consultants, Inc. April 1996 - October 1997
State Street Global Advisors October 1996 - April 1997
Skills
Leadership, Team Leadership, Business Analysis, Process Improvement, Customer Service, Management, Relationship Management, Financial Services, CRM, Risk Management, Sales
Education
Bentley University 1993 — 1994
Pension Certificate, Retirement Plans
Eastern Nazarene College 1992 — 1994
Bachelor's Degree, Business Administration and Management, General
Boston Business 1988 — 1990
Associate's Degree, Business Administration and Management, General, A
Mercer Investments April 2012 - Present
New York Life Investment Management 2009 - 2012
New York Life Retirement Plan Services 2001 - 2009
UBS 2000 - 2001
Los Angeles Dodgers 1995 - 1999
Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory
Education
Northeastern University 1992 — 1997
American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
John Hancock Financial Services June 2015 - Present
Mercer March 2008 - June 2015
New York Life Retirement Plan Services 2002 - 2008
Skills
Defined Benefit, Financial Services, Retirement, Series 6, Employee Benefits, Series 63, Mutual Funds, Retirement Planning, 401k, Pensions, Defined Contribution, Relationship Management, Asset Allocation
Education
Quinnipiac University 1998 — 2002
New York Life Retirement Plan Services March 2002 - Present
New York Life Retirement Plan Services March 2009 - October 2011
Skills
Mutual Funds
Education
Boston College 2005 — 2008
Seniorlink November 2013 - Present
MT Technologies, Applied Sciences Division September 2013 - Present
MT Enterprise, Inc. August 2007 - Present
MT Holding LLC February 2005 - Present
New York Life Retirement Plan Services September 2008 - October 2013
Retail Convergence, Inc. February 2001 - September 2008
BreakAway Solutions May 2000 - January 2001
SmarterKids.com January 1999 - May 2000
Boston University Medical Campus, OIT March 1998 - December 1998
Boston University Medical Campus, OIT May 1996 - March 1998
Skills
E-commerce, Retail, Education, Healthcare IT, Real Estate Investment, Real Estate, Consulting, Team Leadership, Strategic Planning, SQL Server, .NET, Franchising, Financials, Start-ups, Healthcare Information..., Microsoft SQL Server, SaaS, Business Analysis, Team Building, Integration, Business Intelligence, Strategy, SDLC, Cross-functional Team..., Enterprise Software, Leadership, Business Development, Testing
Education
Boston University 1992 — 1996
BS, Mechanical Engineering
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2004 - April 2015
Applied Data Services, Inc. May 2004 - September 2004
Cornerstone Academic Services December 2003 - March 2004
FundQuest, Inc. January 2001 - December 2003
Skills
C#, ASP.NET, Microsoft SQL Server, WCF, Visual Studio, Web Services, .NET, TFS, LINQ, Entity Framework, Silverlight, Software Engineering, Scrum, Business Analysis, Software Development, Enterprise Software, SOA, FoxPro, Programming, Agile Methodologies, Lotus Notes, DOS, Crystal Reports, T-SQL, FileNet, StarTeam, MS Office Suite, Telerik, Windows, SDLC, Database Design, Design Patterns, Solution Architecture, Systems Analysis, Software Documentation, Integration, Object Oriented Design, Databases, SQL, Web Development, XML, Requirements Analysis
Education
Nizhniy Novgorod State Technical University named after R.Y. Alekseev (NSTU) 1986 — 1993
Master of Science, Design and implementation of high frequency microelectronic devices
School #4, Bor, Nizhniy Novgorod region, USSR 1976 — 1986
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 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
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 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
Long-Term Disability May 2010 - Present
New York Life Retirement Plan Services 2009 - March 2011
Manulife Financial 1999 - 2003
Education
Carleton University 1991 — 1996
BA, History
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
New York Life Investment Services Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services 1999 - Present
New York Life Investment Management 1999 - Present
New York Life 1999 - 2009
Education
Boston College 1971 — 1975
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services August 1993 - Present
BayBank July 1987 - August 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Investment Advisory, Financial Services, Series 6, Pensions, Series 63, Series 7, Wealth Management, Asset Allocation, Relationship Management, Asset Management
Education
Fitchburg State University 1983 — 1987
Roots & Wings, Training and Consultation December 2013 - Present
Patriot Pension Advisors November 2013 - Present
Youth LEAD, Inc October 2009 - Present
New York Life Retirement Plan Services November 2007 - April 2009
New York Life Retirement Plan Services January 2000 - June 2004
New York Life Retirement Plan Services October 1997 - January 2000
New York Life Retirement Plan Services October 1996 - October 1997
Putnam Investments November 1994 - October 1996
Skills
Business Analysis, Payroll, Accounting, Human Resources, Coaching, Training, Customer Service, Interviews, Employee Benefits, Management, Insurance, Retirement Planning, Finance, 401k, Mutual Funds
Education
Bentley College 1997 — 1998
Pension Administration
Bridgewater State College 1990 — 1994
Bachelor of Science, Psychology
Nylim July 2007 - Present
New York Life Retirement Plan Services 2007 - Present
CheckFree/FiServ 2004 - 2007
Skills
SDLC, Agile Methodologies, Databases, Microsoft SQL Server, Software Development, C#, XML, SOA, Enterprise Software, Requirements Analysis, .NET, Oracle, Requirements Gathering, ASP.NET, Web Services, SQL, Data Warehousing, Visio, Integration, Database Design, Business Analysis
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1994
Master of Business Administration (MBA), Accounting and Finance
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
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
New York Life Insurance Company March 2012 - Present
New York Life Retirement Plan Services October 2005 - Present
New York Life Insurance Company March 2010 - December 2014
New York Life Retirement Plan Services October 2005 - March 2011
New York Life Investments November 1995 - November 2001
Skills
Mutual Funds, Product Management, Financial Services, Investments, Product Marketing, Retirement Planning, Fundraising, Volunteer Management, Event Planning, Community Outreach, Non-profit Volunteer, Defined Contribution, Series 63, Leadership, Relationship Management, Customer Service, Fixed Annuities, Securities, Training, Life Insurance, Retirement, Insurance, 401k, Asset Management, Nonprofits, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Arts (BA), Psychology
Siena College 1988 — 1990
Immaculate Heart Academy 1984 — 1988
College prep
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
NEW YORK LIFE RETIREMENT PLAN SERVICES January 2000 - Present
HARVARD UNIVERSITY HEALTH SERVICES May 1990 - January 2000
Skills
Servers, Data Center, Active Directory, Windows, Disaster Recovery, Unix, Business Continuity, Enterprise Storage, Netbackup, VMware ESX, Virtualization, Cluster, Help Desk Support, Storage, Storage Area Networks, VMware
Education
Berklee College of Music 1979 — 1983
BA Mus, Film Scoring
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
Mercer January 2015 - Present
New York Life Retirement Plan Services October 2009 - December 2014
New York Life Retirement Plan Services March 2006 - October 2009
New York Life Retirement Plan Services March 2003 - March 2006
New York Life Retirement Plan Services February 2001 - March 2003
CitiStreet June 1999 - February 2001
Skills
Retirement, Financial Services, 401k, Mutual Funds, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Employee Benefits, Microsoft Office, Investments, PowerPoint, Retirement Planning
Education
Eastern Nazarene College 2008 — 2012
Bachelor of Science (BS), Business Administration
Fisher College 1993 — 1995
Associate, Paralegal
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
New York Life Retirement Plan Services June 2009 - Present
State Street Bank October 2006 - February 2009
State Street Bank October 2002 - September 2006
State Street Bank May 2001 - September 2002
State Street Bank August 1999 - April 2001
Skills
Change Management, Project Management, Management, Vendor Management, Operations Management, Risk Management, SDLC, Team Management, CRM, Business Analysis, Process Improvement, Leadership, Relationship Management, Program Management, PMO, Business Process..., Analysis, PMP, Banking, Financial Services, Outsourcing
Education
Fairfield University
B.A.
Eliassen Group May 2012 - Present
NetScout Systems September 2009 - April 2012
WSI Corporation November 2006 - November 2008
UniFirst Corporation April 2003 - August 2006
Eastern Bank December 2001 - August 2002
New York Life Retirement Plan Services January 1992 - August 2001
ADQ, Inc. (Purchased in 1992 by New York Life) August 1991 - January 1992
Skills
Sharepoint, SalesLogix, CRM Analyst, Salesforce.com..., SQL, Windows OS, MS Office products, Crystal Reports, Microsoft Office, Salesforce.com, SharePoint, Training, Windows, Software Documentation, Microsoft SQL Server, Databases, Sage, Technical Support, Process Improvement, CRM, Troubleshooting, Project Management, Management, Networking
Education
Northeastern University 1991 — 2009
2009BSBA, Management Information Systems
Phillips Jr. College 1983 — 1985
Associates Degree, Computer Science
AXA Equitable August 2013 - Present
ADP July 2011 - February 2013
New York Life Retirement Plan Services October 1998 - December 2010
Skills
Sales, 401k, Sales Management, Relationship Management, New Business Development, Financial Services, Mutual Funds, Insurance, Investments, Business Analysis, Team Leadership, Coaching, Process Improvement, Series 63, Series 6
Education
Bloomsburg University of Pennsylvania 1991 — 1996
Bachelor of Science, Marketing
Computershare November 2013 - September 2014
Saint Albert the Great Parish February 2012 - November 2013
Commonwealth of Massachusetts February 2009 - July 2009
New York Life Retirement Plan Services March 2008 - September 2008
Boston Financial Data Services, Inc. April 2002 - November 2007
Trustar Retirement Services January 1996 - April 2002
State Street Bank & Trust Company 1984 - 1995
Skills
Business Analysis, Employee Benefits, Mutual Funds, Financial Services, 401k, Retirement, SDLC, CRM, Finance, Relationship Management, Risk Management, Retirement Planning, Investments, Client Services
Education
Suffolk University 1980 — 1984
BSBA, Management
Massasoit Community College 2012 — 2013
Human Resources Certificate
New York Life Retirement Plan Services August 1995 - Present
Tarnell Company, LLC 1993 - 1995
Skills
Mutual Funds, Securities, Financial Services
Education
Brandeis University 1989 — 1993
BA, Sociology, Legal Studies
Sun Life Financial September 2010 - Present
Sun Life Financial October 2009 - September 2010
New York Life Retirement Plan Services June 2007 - October 2009
Mayflower Cooperative Bank October 2003 - June 2007
Putnam Investments December 2005 - April 2006
Skills
Access, Microsoft Excel
Education
Bridgewater State University 2003 — 2007
Finance, Actuarial Science
New York Life Retirement Plan Services December 2010 - Present
Mercer January 2005 - April 2009
Putnam Investments 2000 - 2005
Putnam Investments 1997 - 2000
Putnam Investments 1993 - 1997
Putnam Investments February 1984 - 1993
Skills
401k, Retirement, Employee Benefits, Defined Benefit, Mutual Funds, Benefits Administration, Process Improvement, Financial Services, Vendor Management, Business Analysis, Change Management, Program Management, Deferred Compensation, Leadership, Access
Education
Framingham State University 1982 — 1984
Sociology
Eisenhower College 1981 — 1982
Rochester Institute of Technology 1981 — 1982
Photography
Rochester Institute of Technology 1981 — 1982
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
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2014 - April 2015
New York Life Retirement Plan Services April 2012 - December 2014
New York Life Retirement Plan Services July 2010 - April 2012
New York Life Retirement Plan Services March 2008 - July 2010
Fidelity Investments June 2007 - March 2008
Fidelity Investments August 2005 - June 2007
Fidelity Investments May 2004 - August 2005
Fidelity Investments June 2002 - May 2004
Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services
Education
Clark University 2003 — 2006
MBA, Marketing, Management
Stonehill College 1998 — 2002
BSBA, Management
Financial Engines July 2014 - Present
New York Life Retirement Plan Services April 2013 - July 2014
New York Life Retirement Plan Services August 2011 - April 2013
UnitedHealthcare January 2011 - August 2011
New York Life March 2010 - February 2011
New York Life Retirement Plan Services August 2007 - February 2010
Skills
Microsoft Office, InDesign, PMAPS, Satuit, SharePoint, Proposal Writing, 401k, Product Marketing, Retirement, Series 6, Management, Mutual Funds, Series 63, Marketing, Retirement Planning, Financial Services, Series 7, Strategy, Leadership, Relationship Management, Investments
Education
Boston University 2004 — 2007
B.S.
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
Mott MacDonald US May 2011 - Present
New York Life Retirement Plan Services February 2004 - May 2011
PFPC June 1999 - February 2003
Skills
Proposal Writing, Shipley, Microsoft Excel, Microsoft Word, Visio, Microsoft Office, Project Management, Marketing Communications, Leadership, Program Management, Editing, Project Planning
Education
Dean College 2008 — 2009
Associates, Business Administration
Tri-County Regional Vocational High School 1990 — 1994
HS Diploma, Cosmetology
New York Life Retirement Plan Services Senior Relationship ManagerNew York Life Retirement Plan ServicesJanuary 2000 - August 2005
Education
Bentley University 1989 — 1993
BS in Finance, Finance
Patriot Pension Advisors February 2010 - Present
New York Life Retirement Plan Services June 1992 - July 2008
Education
Bryant University 1990 — 1992
Bachelor of Science, Business Administration
Assumption College 1988 — 1990
ADP Retirement Services August 2011 - Present
New York Life Retirement Plan Services July 2002 - July 2011
Skills
Mutual Funds, Investments, 401k, Series 7, Series 63, Retirement, Retirement Planning, Series 6, Asset Allocation, Financial Services, Pensions, Relationship Management
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Economics
Xaverian Brothers High School 1994 — 1998
Corcoran Management Company March 2012 - October 2014
Corcoran Management Company July 2009 - January 2012
New York Life Retirement Plan Services July 2008 - July 2009
New York Life Retirement Plan Services July 2006 - July 2008
Skills
Apartments, Yardi, Leases, Property Management, Real Estate, Selling, Real Estate Development, Rentals, Lease Administration, Investment Properties, Real Estate Transactions, Residential Homes, OneSite, Condos, Sales
Education
Institute of Real Estate Management (IREM) 2014 — 2014
Accredited Residential Manager (ARM), Property Management
Assumption College 2002 — 2006
Bachelor's degree, Organizational Communication, General
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
Towers Watson October 2014 - Present
Towers Watson April 2012 - September 2014
Towers Watson April 2010 - March 2012
Towers Watson July 2008 - April 2010
New York Life Retirement Plan Services May 2007 - August 2007
Skills
Microsoft Excel, Employee Benefits, Financial Reporting, Actuarial Science, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Risk Management, Analysis, Defined Benefit, Economics, Investments, Project Management, Leadership
Education
College of the Holy Cross 2004 — 2008
B.A., Mathematics and Computer Science
Reading Memorial High School 2000 — 2004
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
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services August 2007 - April 2015
New Millennium Realty February 2003 - January 2007
Oxford Bioscience Partners January 2002 - January 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting
Education
Bentley College 1994 — 1999
Bachelor of Science, Accounting
New York Life Retirement Plan Services February 2006 - Present
Boston Financial Data Services July 2004 - December 2005
Federated Investors, Inc. October 2002 - July 2004
Skills
Customer Service, Project Management, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Team Building
Education
Bridgewater State College 1996 — 2000
Bachelor of Arts (BA), Psychology
New York Life Retirement Plan Services 1993 - 2010
Skills
Program Management, Public Speaking, Customer Service, Process Improvement, Strategy, Public Relations, Strategic Planning, Leadership, Fundraising, Management
Education
Middlebury College 1986 — 1990
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German