North American Security Life
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North American Security Life Employees
Employee
Years
Job
Industry
Morgan J. Gray, Esquire Morgan J. Gray, Esquire's North American Security Life Experience September 1987 - June 1988
Job President/Attorney at Law Offices of Morgan J. Gray, P.C. Proctor in Admiralty
Industry Law Practice
Experience
Law Offices of Morgan J. Gray, P.C. November 1996 - Present
City of Boston Retirement Board January 2000 - December 2008
Keches & Mallen February 1993 - November 1996
Morrison, Mahoney & Miller August 1991 - January 1994
Suffolk County District Attorney's Office January 1990 - January 1991
Commonwealth of Massachusetts/Department of Industrial Accidents May 1989 - January 1990
North American Security Life September 1987 - June 1988
Skills
Proctor in Admiralty, Criminal Law, Personal Injury, Litigation, Legal Research, Workers Compensation, Maritime Law, Social Security, Public Employee..., Admiralty, Public Law, Longshore and Harbor..., Defense Base Act, Non-Appropriated Funds..., Outer Continental Shelf..., Jones Act, Labor Relations, Courts, Insurance Law, Trials, Automobile Accidents, Hearings, Appeals, Social Security..., Civil Litigation, Torts, Estate Planning, Personal Injury..., Commercial Litigation, Negotiation, Wrongful Death, Arbitration, Public Liability, Product Liability, Medical Malpractice, Trial Practice, Mediation, Accident, Property Law, Criminal Defense, Alternative Dispute...
Education
Suffolk University Law School 1988 — 1991
Juris Doctor, law
Saint Michael's College 1984 — 1987
B.A., Political Science/American Studies
University of Massachusetts Boston 1983 — 1984
Political Science/American Studies
Quincy High School 1980 — 1983
Central Junior High School 1977 — 1980
Merrymount 1970 — 1976
Law Offices of Morgan J. Gray, P.C. November 1996 - Present
City of Boston Retirement Board January 2000 - December 2008
Keches & Mallen February 1993 - November 1996
Morrison, Mahoney & Miller August 1991 - January 1994
Suffolk County District Attorney's Office January 1990 - January 1991
Commonwealth of Massachusetts/Department of Industrial Accidents May 1989 - January 1990
North American Security Life September 1987 - June 1988
Skills
Proctor in Admiralty, Criminal Law, Personal Injury, Litigation, Legal Research, Workers Compensation, Maritime Law, Social Security, Public Employee..., Admiralty, Public Law, Longshore and Harbor..., Defense Base Act, Non-Appropriated Funds..., Outer Continental Shelf..., Jones Act, Labor Relations, Courts, Insurance Law, Trials, Automobile Accidents, Hearings, Appeals, Social Security..., Civil Litigation, Torts, Estate Planning, Personal Injury..., Commercial Litigation, Negotiation, Wrongful Death, Arbitration, Public Liability, Product Liability, Medical Malpractice, Trial Practice, Mediation, Accident, Property Law, Criminal Defense, Alternative Dispute...
Education
Suffolk University Law School 1988 — 1991
Juris Doctor, law
Saint Michael's College 1984 — 1987
B.A., Political Science/American Studies
University of Massachusetts Boston 1983 — 1984
Political Science/American Studies
Quincy High School 1980 — 1983
Central Junior High School 1977 — 1980
Merrymount 1970 — 1976
Mercedes Biretto Mercedes Biretto's North American Security Life Experience 1994 - 1996
Job AVP, Head of Operational Risk Management at Jackson
Industry Financial Services
Experience
Jackson January 2014 - Present
Jackson National Life Distributors, LLC May 1997 - Present
New England Annuities 1996 - 1997
North American Security Life 1994 - 1996
Skills
CRM, Business Analysis, Salesforce.com, Project Management, Leadership, Business Planning, New Business Development, Financial Services, Management, Sales, Marketing, Sales Management, Product Development, Sales Operations, Series 7, Customer Service, Series 63, Series 6, Mutual Funds, Team Building, Account Management, Project Planning, Retirement Planning, Strategic Planning
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA, Executive Masters of Business Adminstration
University of New England 1990 — 1992
B.S., Medical Biology
Saint Michael's College 1987 — 1990
Jackson January 2014 - Present
Jackson National Life Distributors, LLC May 1997 - Present
New England Annuities 1996 - 1997
North American Security Life 1994 - 1996
Skills
CRM, Business Analysis, Salesforce.com, Project Management, Leadership, Business Planning, New Business Development, Financial Services, Management, Sales, Marketing, Sales Management, Product Development, Sales Operations, Series 7, Customer Service, Series 63, Series 6, Mutual Funds, Team Building, Account Management, Project Planning, Retirement Planning, Strategic Planning
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA, Executive Masters of Business Adminstration
University of New England 1990 — 1992
B.S., Medical Biology
Saint Michael's College 1987 — 1990
Amy Bonina, CFM Amy Bonina, CFM's North American Security Life Experience February 1996 - July 1996
Job REALTOR® with Better Living Real Estate and member of Greater Boston Association of REALTORS®
Industry Real Estate
Experience
Better Living Real Estate, LLC May 2015 - Present
Harvard Law School August 2013 - May 2015
Manulife Financial / John Hancock May 2004 - May 2013
Manulife Financial July 1996 - May 2004
North American Security Life February 1996 - July 1996
North American Security Life June 1994 - February 1996
Skills
Budget, Management, Facilities Management, Contract Negotiation, Contract Management, Asset Managment, Outlook, Procurement, Budgets, Negotiation, Real Estate, Corporate Real Estate, Asset Management, Property Management, Tenant
Education
Boston University 2001 — 2003
Certificate in Facilities Management, Real Estate Program
Wittenberg University 1988 — 1992
B.A, Sociology and Urban Studies
Better Living Real Estate, LLC May 2015 - Present
Harvard Law School August 2013 - May 2015
Manulife Financial / John Hancock May 2004 - May 2013
Manulife Financial July 1996 - May 2004
North American Security Life February 1996 - July 1996
North American Security Life June 1994 - February 1996
Skills
Budget, Management, Facilities Management, Contract Negotiation, Contract Management, Asset Managment, Outlook, Procurement, Budgets, Negotiation, Real Estate, Corporate Real Estate, Asset Management, Property Management, Tenant
Education
Boston University 2001 — 2003
Certificate in Facilities Management, Real Estate Program
Wittenberg University 1988 — 1992
B.A, Sociology and Urban Studies
Cathy Lazdowski Cathy Lazdowski's North American Security Life Experience 1990 - 1994
Job U.S. Institutional Marketing Manager, VP at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments October 2013 - Present
John Hancock Funds 2011 - 2013
John Hancock Funds, LLC 2005 - 2011
John Hancock Funds 2002 - 2005
John Hancock Funds 1999 - 2002
John Hancock Funds 1998 - 1999
Genesys Software Systems 1997 - 1998
Manulife Financial (formerly North American Security Life) 1994 - 1997
North American Security Life 1990 - 1994
Skills
product positioning, advertising and..., Ability to build..., Positioning, Series 7, Product Marketing, Complex Project..., Alternative Investments, Mutual Funds, Investments, Asset Allocation, Wealth Management, Competitive Analysis, Series 63, Strategy, Series 6, Financial Services, Asset Managment, Business Development, Equities, Fixed Annuities, Retirement, Strategic Communications, Integrated Marketing, Asset Management, Portfolio Management, Securities, Investment Advisory
Education
Suffolk University
MBA, Finance
University of New Hampshire
BA, Psychology
College of Financial Planning
Chartered Retirement Planning Counselor (CRPC)
Standard Life Investments October 2013 - Present
John Hancock Funds 2011 - 2013
John Hancock Funds, LLC 2005 - 2011
John Hancock Funds 2002 - 2005
John Hancock Funds 1999 - 2002
John Hancock Funds 1998 - 1999
Genesys Software Systems 1997 - 1998
Manulife Financial (formerly North American Security Life) 1994 - 1997
North American Security Life 1990 - 1994
Skills
product positioning, advertising and..., Ability to build..., Positioning, Series 7, Product Marketing, Complex Project..., Alternative Investments, Mutual Funds, Investments, Asset Allocation, Wealth Management, Competitive Analysis, Series 63, Strategy, Series 6, Financial Services, Asset Managment, Business Development, Equities, Fixed Annuities, Retirement, Strategic Communications, Integrated Marketing, Asset Management, Portfolio Management, Securities, Investment Advisory
Education
Suffolk University
MBA, Finance
University of New Hampshire
BA, Psychology
College of Financial Planning
Chartered Retirement Planning Counselor (CRPC)
David Rossien's North American Security Life Experience 1996 - 1998
Job President at Princeton FinTech Advisors
Industry Information Technology and Services
Experience
Princeton FinTech Advisors October 2013 - Present
Bloomberg Wealth/BloombergBlack August 2010 - August 2013
Quantal International July 2009 - August 2010
Bullrun Financial November 2006 - February 2010
ADVENTIS Corporation August 1999 - May 2006
Epsilon 1998 - 1999
North American Security Life 1996 - 1998
Fidelity Investments 1994 - 1996
Merrill Lynch 1983 - 1994
Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building
Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)
University of Pennsylvania
MSEE
University of Pennsylvania
BSEE
Princeton FinTech Advisors October 2013 - Present
Bloomberg Wealth/BloombergBlack August 2010 - August 2013
Quantal International July 2009 - August 2010
Bullrun Financial November 2006 - February 2010
ADVENTIS Corporation August 1999 - May 2006
Epsilon 1998 - 1999
North American Security Life 1996 - 1998
Fidelity Investments 1994 - 1996
Merrill Lynch 1983 - 1994
Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building
Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)
University of Pennsylvania
MSEE
University of Pennsylvania
BSEE
Scott Kavanagh, CFP's North American Security Life Experience 1989 - 1991
Job Financial Services Executive with 25 years industry experience
Industry Financial Services
Experience
Federated Investors 2000 - Present
Federated Investors 1997 - 2000
Wood Logan Associates 1996 - 1997
Wood Logan Associates 1992 - 1996
Wood Logan Associates 1991 - 1992
North American Security Life 1989 - 1991
Skills
Financial Services, Certified Financial..., Series 7, Series 63, Account Management, Sales, Business Development, Mutual Funds, Separately Managed..., Asset Allocation, Variable Annuities
Education
College for Financial Planning
CFP
West Virginia Wesleyan College 1984 — 1989
Bachelor of Arts (B.A.)
Federated Investors 2000 - Present
Federated Investors 1997 - 2000
Wood Logan Associates 1996 - 1997
Wood Logan Associates 1992 - 1996
Wood Logan Associates 1991 - 1992
North American Security Life 1989 - 1991
Skills
Financial Services, Certified Financial..., Series 7, Series 63, Account Management, Sales, Business Development, Mutual Funds, Separately Managed..., Asset Allocation, Variable Annuities
Education
College for Financial Planning
CFP
West Virginia Wesleyan College 1984 — 1989
Bachelor of Arts (B.A.)
James David Gallagher's North American Security Life Experience June 1994 - January 1996
Job Executive Vice President, General Counsel & Chief Administrative Officer at John Hancock Financial
Industry Financial Services
Experience
John Hancock Financial August 2012 - Present
Manulife Financial August 2009 - July 2012
Manulife Financial October 2004 - August 2009
Manulife USA January 1996 - October 2004
North American Security Life June 1994 - January 1996
Prudential Insurance Company of America October 1991 - June 1994
Prudential Financial September 1989 - October 1991
Skills
Corporate Finance, Hedge Funds, Securities Regulation, Finance, Restructuring, Business Strategy, Compliance
Education
Ohio Northern University—Claude W. Pettit College of Law 1976 — 1979
Juris Doctor
University of Toronto - University of St. Michael's College 1973 — 1976
Bachelor of Arts, Political Science
De La Salle College "Oaklands" 1968 — 1973
High School
Holy Rosary Academy, Bay City, MI 1959 — 1963
Grade School
John Hancock Financial August 2012 - Present
Manulife Financial August 2009 - July 2012
Manulife Financial October 2004 - August 2009
Manulife USA January 1996 - October 2004
North American Security Life June 1994 - January 1996
Prudential Insurance Company of America October 1991 - June 1994
Prudential Financial September 1989 - October 1991
Skills
Corporate Finance, Hedge Funds, Securities Regulation, Finance, Restructuring, Business Strategy, Compliance
Education
Ohio Northern University—Claude W. Pettit College of Law 1976 — 1979
Juris Doctor
University of Toronto - University of St. Michael's College 1973 — 1976
Bachelor of Arts, Political Science
De La Salle College "Oaklands" 1968 — 1973
High School
Holy Rosary Academy, Bay City, MI 1959 — 1963
Grade School
Tina Perrino-Valenzuela's North American Security Life Experience March 1989 - March 1994
Job Vice President at Charles Schwab & Co., Inc. Insurance Services & Alternative Investments Custody
Industry Financial Services
Experience
Charles Schwab & Co. December 2000 - Present
Charles Schwab & Co. March 1994 - December 2000
North American Security Life March 1989 - March 1994
Skills
Mutual Funds, Securities, Alternative Investments, Investments, Equities, FINRA, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, Asset Managment, Series 7, Series 24, Risk Management, SEC filings, Legal, Variable Annuities
Education
University of Cincinnati College of Law 1984 — 1987
JD, Law
The Ohio State University Fisher College of Business 1980 — 1983
BS-Bus.Adm., Finance
Charles Schwab & Co. December 2000 - Present
Charles Schwab & Co. March 1994 - December 2000
North American Security Life March 1989 - March 1994
Skills
Mutual Funds, Securities, Alternative Investments, Investments, Equities, FINRA, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Services, Asset Managment, Series 7, Series 24, Risk Management, SEC filings, Legal, Variable Annuities
Education
University of Cincinnati College of Law 1984 — 1987
JD, Law
The Ohio State University Fisher College of Business 1980 — 1983
BS-Bus.Adm., Finance
John Ormond's North American Security Life Experience November 1992 - June 1996
Job Sr. Principal, HR Business Partner at CA Technologies
Industry Computer Software
Experience
CA Technologies May 2006 - Present
Keane June 1996 - May 2006
Manulife Financial November 1992 - June 1996
North American Security Life November 1992 - June 1996
Skills
Talent Acquisition, Human Resources, Leadership, Talent Management, Performance Management, Deferred Compensation, HRIS, HR Policies, Vendor Management, Team Management, Management, Security, Project Management, Employee Relations, Personnel Management, Cloud Computing, Employee Engagement, Integration
Education
University at Albany, SUNY 1986 — 1991
Bachelors of Arts, Psychology
CA Technologies May 2006 - Present
Keane June 1996 - May 2006
Manulife Financial November 1992 - June 1996
North American Security Life November 1992 - June 1996
Skills
Talent Acquisition, Human Resources, Leadership, Talent Management, Performance Management, Deferred Compensation, HRIS, HR Policies, Vendor Management, Team Management, Management, Security, Project Management, Employee Relations, Personnel Management, Cloud Computing, Employee Engagement, Integration
Education
University at Albany, SUNY 1986 — 1991
Bachelors of Arts, Psychology
Suzanne Hennig's North American Security Life Experience 1987 - 1990
Job Senior Advertising Compliance Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French