Bio
Credentials
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Delivery Tips for Speaking in Public
LinkedInSep, 2019- May, 2026 -
Pivot: The Only Move That Matters Is Your Next One (Blinkist Summary)
LinkedInMay, 2019- May, 2026 -
CEBS - III and IV
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Experience
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Sr. Compliance Analyst
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John Hancock
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Boston, Massachusetts, United States
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Sr. Compliance Analyst
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Feb 2022 - Present
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Boston, Massachusetts, United States
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Realogy
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Milton, MA
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Office Administrator
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Feb 2016 - Dec 2023
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Milton, MA
Managing administration of real estate office including supporting Manager, coaching agents and staff with real estate process listings, sales and closings.
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New York Life Insurance Company
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Westwood, MA
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Compliance Analyst/Regulatory Specialist - Consultant
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2002 - 2015
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Westwood, MA
Performed various IRS and DOL 401(k)/(m) compliance testing for NYLIM retirement plan customers. Processed return of assets for plan limit and testing failures. Prepared Form 5500 filings.
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Education
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1995 - 1999Boston University - Metropolitan College
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1981 - 1985Bentley University
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Industry Focus. “Financial Services”
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References
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