Location:
1809 east Broadway St, Oviedo, FL 32765
Work:
John Hancock Financial Services
Director of Customer Experience- Insurance and Wellness
John Hancock Financial Services
Mar 2011 - Apr 2013
Audit Manager
John Hancock Financial Services
Mar 2011 - Apr 2013
Audit Director- Audit Services at John Hancock and Manulife Financial
Liberty Mutual Insurance
Aug 2008 - Apr 2011
Audit Specialist- International Markets
John Hancock Financial Services
Nov 2006 - Aug 2008
Market Conduct Examiner and Compliance Manager
Tower Square Securities Metlife
Jul 2004 - Nov 2006
Suitability Analyst
Massmutual Financial Group
Oct 2002 - Jul 2004
Broker Dealer Operations
Education:
Fairfield University 1998 - 2002
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration, International Business, Spanish
Universidad De Guadalajara 2001 - 2001
University of Buenos Aires 2000 - 2000
Skills:
Internal Audit, Insurance, Internal Controls, Wealth Management, Management, Mutual Funds, Finra, Project Planning, Life Insurance, Business Process, Series 7, Series 24, Spanish, Latin America, Risk Assessment, Property and Casualty Insurance, Compliance, Sox Compliancy, Investment Advisory, Customer Experience, Customer Experience Analysis, Customer Experience Management, Financial Services
Certifications:
Series 7 General Securities Representative
Series 24 - General Securities Principal
Series 51 - Municipal Fund Securities Limited Principal
Series 6 - Investment Company and Variable Contracts Products Representative
Series 26 - Investment Company and Variable Contracts Products Principal Examination