manager education solutions - integrated education solutions team at john hancock retirement@ John Hancock Retirement
Carmel, Indiana, United States
Katharine Egan Falcione
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Hartwick College
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FlashIntel GPTKatharine Egan Falcione is a seasoned retirement plan and relationship management professional with 27.9 years of experience. She has a broad background in participant education, marketing, and client service within the qualified retirement plans marketplace. Katharine is skilled in various areas such as investment principles, market concepts, and team leadership. She is a tech-savvy and self-sufficient individual who excels in enhancing client relationships, building efficiencies, and influencing new business/sales success. With a specialization in Series 7, 63, and IN Life Insurance Licenses, Katharine is an accomplished professional in the retirement planning industry.
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About
Seasoned retirement plan and relationship management professional with broad background in participant education, marketing, and client service within the qualified retirement plans marketplace. Maintains a firm grasp of investment principles and overall market concepts. Skilled and passionate communicator, dynamic presenter, and dedicated team leader. Tech-savvy and and self-sufficient, with a passion for enhancing client relationships, building efficiencies, and influencing new business/sales success by providing a superior customer & participant experience. Specialties: Series 7, 63, & IN Life Insurance Licenses Accredited Retirement Plan Specialist
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manager education solutions - integrated education solutions team at john hancock retirement
Manager Education Solutions
Financial Services
Katharine Egan Falcione's Professional Milestones
- Multimedia Education Consultant | Integrated Education Solutions (2013-03-01~): Developing strategic integration strategies to enhance integrated educational solutions and drive cross-platform learning for diverse clients.
- Assistant Vice President Relationship Management (2001-07-01~2003-08-01): Strengthened client relationships, driving business growth and fostering trust at all times.
Education
Bachelors,
Bachelor Of Arts,
English
1989-1993Skill
Mutual Funds
Financial Services
Series 7
Investments
Retirement Planning
401k
Financial Advisory
Retirement
Securities
Life Insurance
Relationship Management
Pensions
Series 63
Series 6
Asset Allocation
Fixed Annuities
Portfolio Management
Separately Managed Accounts
Equities
Fixed Income
Investment Management
Employee Benefits
Wealth Management
Asset Managment
Alternative Investments
Certification
Colleagues
Ray Hemstreet
Divisional Vice President
Wayne Park
Chief Executive Officer
Brian Griswold
Vice President Strategic Relationship Management
William Nosal
Director, Lead Product Owner at John Hancock Retirement
Dave Eliopulos, C(k)P®, AIF®
Regional Vice President
Other Named Katharine Egan Falcione
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Katharine Egan Falcione's social media include: Linkedin,
Katharine Egan Falcione works for John Hancock Retirement
Katharine Egan Falcione's role in John Hancock Retirement is manager education solutions - integrated education solutions team at john hancock retirement
Katharine Egan Falcione works in the industry of Financial Services
Katharine Egan Falcione's colleagues are Ray Hemstreet,Wayne Park,Brian Griswold
Katharine Egan Falcione's latest job experience is manager education solutions - integrated education solutions team at john hancock retirement at John Hancock Retirement
Katharine Egan Falcione's latest education in Hartwick College
