Position:
Managing Director, Distribution Operations at John Hancock Financial Services, VP, Key Accounts at John Hancock
Work:
John Hancock Financial Services
- Greater Boston Area since Mar 2013
-
Managing Director, Distribution Operations
John Hancock
since Dec 2007
-
VP, Key Accounts
John Hancock
Nov 2006 - Dec 2007
-
Inside Sales Manager
John Hancock Financial Services
- Greater Boston Area Dec 2005 - Nov 2006
-
Private Client Group - SMA Specialist
Guardian Life Insurance
- Greater Boston Area Apr 2005 - Dec 2005
-
Key Account Manager
The Guardian Life Insurance Company of America
Jul 2004 - Apr 2005
-
Regional Sales Representative
John Hancock Financial Services
- Greater Boston Area Jul 2002 - Apr 2004
-
Inside Wholesaler
Fidelity Investments
1997 - 2002
-
Associate Systems Analyst
Education:
Providence College 1993 - 1997
BA, Economics
BC High 1989 - 1993
College Prep
Skills:
Mutual Funds, Sales Management, Asset Management, Series 63, Customer Relations, Series 7, Salesforce.com, Negotiation, New Business Development, Outlook, Account Management, Strategic Planning, Lotus Notes, Word, P&L Management, Public Speaking, Team Building, Financial Services, Series 65, Portfolio Management, Series 24