JOHN C.

RICHARDS
USAF Veteran

OBJECTIVE
Training Specialist for Insurance and Investments
SKILLS
* Monitor, evaluate and record training activities and program effectiveness.
* Offer specific training programs to help internal wholesalers maintain or impr
ove job skills.
* Assess training needs through surveys, interviews with employees, focus groups
, or consultation with managers, instructors or customer representatives.
* Develop alternative training methods e.g. Brainshark computer based training,
outside vendors and internal resources
* Develop, maintained, training procedure manuals and guides and course material
s such as handouts and visual materials.
* Present information, using a variety of instructional techniques and formats s
uch as PowerPoint presentations, role playing, simulations, team exercises, grou
p discussions, videos and lectures.
* Design, plan, organize and direct orientation and training for employees and i
nterfacing areas or customers
* Monitor training costs to ensure budget is not exceeded, and prepare budget re
ports to justify expenditures.
* Scheduled training and selected and assign 3 additional instructors to conduct
training.
EDUCATION
Commonwealth of Massachusetts Teacher Certification: Mathematics and History
MBA Finance, Ball State University, Muncie, IN
BA, Government, University of Massachusetts, Amherst, MA
Certified Flight/Ground School Instructor Course, USAF
EMPLOYMENT HISTORY
John Hancock Life Insurance Company, Boston, MA
Senior Investment Operations Analyst, Investment Management Services
* Developed and maintained procedural manuals for daily and monthly reporting
* Produced and delivered PowerPoint training presentations concerning areas of i
nvestment management

John C. Richards
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Sales Trainer, Variable Annuity Sales

* Set record for training over 50 new hires in 6 month period
* Created, developed and implemented curriculum for internal wholesaler training
* Produced course materials for the curriculum
* Created a series of computer based training courses
* Scheduled and assigned instructors
Franklin Public Schools, Franklin, MA
* 8th Grade Algebra Teacher
Mellon Private Wealth Management, Boston, MA
Vice President - Investment Policy, Performance and Communications Manager
* Managed the Investment Policy and Communications group for the Chief Investmen
t Officer and Chief Investment Strategist.
* Provided information on products, performance and procedures and maintained AI
MR compliance.
* Developed training presentations for new hires and portfolio teams
Citizen Schools (Volunteer), Boston, MA
Lead teacher - Financial Services Apprenticeship
* Volunteer teacher with Citizen Schools, a national network of learning program
s, engaging caring adult volunteers to work with youth during the critical middl
e school transition years.
* Designed syllabus and lesson plans for a financial services apprenticeship.
* Implemented program as lead teacher and trained other adults as teachers.
Franklin Public Schools (Volunteer), Boston, MA
Volunteer teacher - National Stock Market Game
* Designed syllabus and lesson plans for stock market game.
* Trained students on stock selection, trading and monitoring of their portfolio
s
* Introduced key portfolio management concepts
Hockomock YMCA (Volunteer), N. Attleboro and Franklin, MA
* Lead the YMCA Indian Guides Program as Nation Chief
* Implemented the program transition from Indian Guides to Adventure Guides
* Established The Trail Blazer Program for children 10 years and over.