Darren Smith CFP®, ChFC®, CMFC®

National Sales Manager at John Hancock Investments
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Mandarin Chinese -

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Credentials

  • Global Financial Steward, GFS
    3 Ethos- 1920 West
    Oct, 2014
    - Nov, 2024
  • Certified Financial Planner, CFP
    College for Financial Planning
    Sep, 1999
    - Nov, 2024
  • Chartered Life Underwriter, CLU
    The American College
    Nov, 1998
    - Nov, 2024
  • Chartered Financial Consultant, ChFC
    The American College
    Jun, 1998
    - Nov, 2024
  • Chartered Mutual Fund Counselor, CMFC
    College for Financial Planning
    May, 1998
    - Nov, 2024
  • Certified Fund Specialist, CFS
    Institute of Certified Fund Specialists
    May, 1996
    - Nov, 2024

Experience

  • John Hancock Investment Management
    • United States
    • Investment Management
    • 300 - 400 Employee
    • National Sales Manager
      • Sep 2001 - Present

      Responsible for directing the distribution of mutual funds, ETFs, separately managed accounts, UCITS funds, and the Freedom 529 education savings plan, within wirehouse firms, independent broker dealers, RIAs, and bank trusts. Responsible for directing the distribution of mutual funds, ETFs, separately managed accounts, UCITS funds, and the Freedom 529 education savings plan, within wirehouse firms, independent broker dealers, RIAs, and bank trusts.

  • Smith Barney
    • Regional Vice President
      • Dec 2000 - Aug 2001

      Distribution of investment strategies within Smith Barney Distribution of investment strategies within Smith Barney

  • United States Army Reserve
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Sergeant E-5
      • 1987 - 1997

      Responsible for HR functions and military personnel actions. Mobilized in support of Operation Desert Storm with responsibility for establishing and operating mobilization/demobilization site for all western U.S. reserve units. Army commendation medal recipient Top physical fitness soldier Perfect score in PT test Perfect score in marksmanship Responsible for HR functions and military personnel actions. Mobilized in support of Operation Desert Storm with responsibility for establishing and operating mobilization/demobilization site for all western U.S. reserve units. Army commendation medal recipient Top physical fitness soldier Perfect score in PT test Perfect score in marksmanship

Education

  • Brigham Young University
    Bachelor's degree, Finance
    1990 - 1995
  • United States Military Academy at West Point
    Executive education provided by 3 Ethos in partnership with Thayer Leader Development Group, Leadership
    2014 - 2014
  • University of Pennsylvania - The Wharton School
    Securities Industry Institute, Finance and Financial Management Services
    2010 - 2013
  • Harvard University, John F. Kennedy School of Government
    Investment Decisions and Behavioral Finance, Executive Education
    2009 - 2009
  • College for Financial Planning
    CFP, Financial Planning and Services
    1997 - 1999
  • The American College
    ChFC, CLU, Finance and Financial Management Services
    1996 - 1998

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