Tom Modestino is a high-skilled professional, who works in John Hancock Financial Services main office of which is in 499. as a Head of Sales Strategy and Analytics, at John Hancock from 2019. This expert gained professional experience in more than 11 positions at different companies. Tom Modestino went to the Boston University and received education there from 1997 to 2000. Tom Modestino has the following qualifications: Flmi (Fellow Life Management Institute), Passed Series 6 and 63, and Passed Massachusetts State Insurance Licensing Exam. Oviedo, Florida is the city, where this expert was known to be located. Their e-mail and phone can be accessed through SoftwareOfficial by request.
Name variants:
Thomas Modestino
Last updated Jun 08, 2024
Contact Information
Last Update
Jul 6, 2022
Email
tm**@cerulli.com, mo**@yahoo.com
Location
Oviedo, FL
Company
John Hancock Financial Services
Workplace
Head of Sales Strategy and Analytics, at John Hancock
Work History
Head of Sales Strategy and Analytics, at John Hancock
601 Congress Street Brg, Boston, MA 02210
Build CoE for sales analytics using visualization and modeling for single source truths and reliable analysis on territories, competitors and the marketplace of retirement plans and intermed...
from Jun 2019
Ski Instructor
60 Loon Mountain Rd, Lincoln, NH 03251
Loon Mountain is New England's most accessible mountain resort destination, located just two hours north of Boston in the heart of New Hampshire's White Mountains. A four-season destination,...
Nov 2015 — Jan 2018
Independent Contractor and Consultant
P/O Box 910776, San Diego, CA
Retirement markets consultant helping financial service firms gain an edge in retirement markets through thought leading content and data mining insights
Developed research content and edi...
Nov 2015 — Mar 2016
Director, Market Research at John Hancock Retirement Plan Services
601 Congress Street Brg, Boston, MA 02210
Lead actionable intelligence using internal and external data
Develop ongoing tracking, analysis and communication of RPS client groups measuring Net Promoter and Client Satisfaction score...
from Mar 2016
Director of Retirement Research - Ignites Research A Service of the Financial Times
Nov 2012 — Oct 2015
Manager, Plan Sponsor Strategy
51 Madison Ave, New York, NY 10010
Implement client feedback system that identified $700 million annually in at risk assets helping to maintain a 4% average client turnover rate
Frequent presenter to sr. management and Fort...
May 2003 — Jan 2006
Marketing Manager
Managed all plan sponsor and participant research including: product launch focus groups, internet survey services, client satisfaction needs analysis, at risk clients identification, third...
Apr 2001 — May 2003
Market Research Analyst
51 Madison Ave, New York, NY 10010
Established competitive intelligence unit for use by 401k sales force
Identified market trends and client needs for product enhancements
Produced a weekly internal newsletter distilling t...
Oct 1999 — Apr 2001
Group Marketing Manager
1 Sun Life Park, Wellesley Hills, MA
Instituted marketing strategies for Group Life and LTD business lines
Expanded sales by launching SLOC’s first group accidental death and disability program
Established competitive intell...
Dec 1992 — Oct 1999
Camp Counselor
110 Valley Rd, Plymouth, MA 02360
Seasonal counselor (spring-summer) teaching environmental, adventure and sailing classes to children and young adults
Lead a cabin of 5-10 boys for 8 weeks in a premiere sleep-away summer ...
1988 — 1992
Education
Occupations
Marketer
Market Analyst
Health Specialist
Certified Nurse Aide
Executive
Partner
Accountant
Finance and Accounting Specialist
Sport Trainer
Ski Coach
Market Research Analyst
Nurse
Nurse Practitioner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sports Game Coach
Skills
Mutual Funds
Retirement
Investments
Asset Allocation
Series 7
Wealth Management
401K
Pensions
Financial Services
Equities
Series 63
Retirement Planning
Asset Management
Securities
Investment Management
Data Analysis
Relationship Management
Investment Strategies
Market Research
Consulting
Business Development
Marketing Strategy
Strategic Planning
Asset Managment
Alternative Investments
Report Writing
Qualitative Research
Quantitative Research
Market Analysis
Customer Insight
Thought Leadership
Retirement Benefits
Qualified Retirement Plans
Business Intelligence
Series 6
Big Data Analytics
401K Rollovers
Competitive Analysis
Competitive Intelligence
Entrepreneurship
Research
Data Mining