Resumes
Resumes
Managing Director And Executive Committee
View pageLocation:
14044 west Austrian Ct, Homer Glen, IL 60491
Industry:
Financial Services
Work:
Advisory Research, Inc.
Managing Director and Executive Committee
Compass Emp Funds Dec 1, 2013 - Mar 2016
President, Sales and Distribution
Paul D Graffy & Co Jan 2012 - Nov 2013
President
John Hancock Financial Services Mar 2005 - Dec 2011
Senior Vice President and National Sales Manager
Mfs Investment Management 1997 - 2005
Senior Divisional Vice President
Managing Director and Executive Committee
Compass Emp Funds Dec 1, 2013 - Mar 2016
President, Sales and Distribution
Paul D Graffy & Co Jan 2012 - Nov 2013
President
John Hancock Financial Services Mar 2005 - Dec 2011
Senior Vice President and National Sales Manager
Mfs Investment Management 1997 - 2005
Senior Divisional Vice President
Education:
University of Toronto - Rotman School of Management
Chicago State University
Bachelors, Bachelor of Arts, Economics The Wharton School
Chicago State University
Bachelors, Bachelor of Arts, Economics The Wharton School
Skills:
Investments
New Business Development
Leadership
Mutual Funds
Start Ups
Alternative Investments
Strategic Planning
Series 7
Wealth Management
Entrepreneurship
Marketing
Financial Services
Asset Management
Series 63
Product Development
Sales
Asset Allocation
Retirement Planning
Team Building
Separately Managed Accounts
Business Development
Executive Management
Business Strategy
New Business Development
Leadership
Mutual Funds
Start Ups
Alternative Investments
Strategic Planning
Series 7
Wealth Management
Entrepreneurship
Marketing
Financial Services
Asset Management
Series 63
Product Development
Sales
Asset Allocation
Retirement Planning
Team Building
Separately Managed Accounts
Business Development
Executive Management
Business Strategy
Certifications:
Principal / Supervisory
General Securities
State Securities Law
Crpc®
License Series 26, 51
License Series 7
License Series 63, 65
Finra | License Series 26, 51
Finra | License Series 7
Finra | License Series 63, 65
College For Financial Planning
General Securities
State Securities Law
Crpc®
License Series 26, 51
License Series 7
License Series 63, 65
Finra | License Series 26, 51
Finra | License Series 7
Finra | License Series 63, 65
College For Financial Planning
Paul Graffy
View pageNational Sales Manager At John Hancock
View pageLocation:
Greater Chicago Area
Industry:
Financial Services
Experience:
John Hancock (Public Company; 10,001 or more employees; MFC; Financial Services industry): National Sales Manager, (-)