John Hennessy work email
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Experience and SkillsExtensive financial service experience including marketing, compliance and training positions at major commercial banks, investment banks, insurance companies, mutual fund companies and securities regulators.Specialties: Broker-Dealer Compliance, Training Director, Financial Writer, Marketing Management
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Senior Content DeveloperPass Perfect Nov 2021 - PresentAlpharetta, Georgia, Us• Lead a team dedicated to improving the content of study materials for use by candidates taking various FINRA, NASAA, and MSRB exams. De-emphasize the traditional academic approach, and instead, focus exclusively on exam prep. Remove extraneous content and rewrite material using concise, easy to follow language. Reorganize material to improve learning efficiency by using a more economical building block approach.• Redesigned materials for SIE, Series 6, 7, 63, 65 and 66. Reduced reading level by up to 3 grades. Reduced study time by over 25%,. Increased pass rates dramatically including the doubling of pass rates at a leading financial service client. -
Financial Planning Content ManagerEdelman Financial Engines Jan 2018 - Nov 2021Santa Clara, California, Us• Provided thought leadership, acted as bridge between Marketing and Planner Training, and acted as SME on financial planning topics• Created client facing educational materials for planner use with prospects and clients• Developed, wrote and edited online content, articles, promo content, white papers, seminars, etc.• Acted as bridge between Marketing and Investment Management and worked with SVP of IM to create monthly market summaries, client facing materials, and investment related educational articles• Curated and redesigned retail education center and created a new Workplace education center -
Vice PresidentSecurities Training Corporation Feb 2014 - Jan 2018New York, Ny, Us• Managed the creation, editing and launch of new products that leveraged the knowledge and experience of STC• Responsible for strategy and creation of study and marketing materials for the new FINRA SIE Exam• Created course and marketing materials for college level securities training programs involving 50 colleges and universities. Acted as point of contact and trainer for professors.• Created all materials for new Series 50 exam, developed marketing strategy that resulted in over 80% market share, led all training courses both in person and online via Zoom• Wrote firm element continuing education modules on current issues related to the securities industry• Consulted with IT professionals on layout, functionality and overall presentation of on-line materials -
Vice President - Compliance TrainingMoody'S Corporation Sep 2013 - Feb 2014New York, New York, Us•Managed the production of materials and acted as master of ceremonies for a day-long compliance training seminar for new MIS managers•Reviewed RFPs from Learning Management System vendors and participated in internal workstreams to select and begin migration to a new firm wide LMS•Worked with vendors to obtain and execute SOWs for production of on-line content•Reviewed and tested vendor work prior to uplaoding and releasing content •Responsible for overseeing program rollout, tracking of completions and reporting of final statistics -
Director Of Continuing EducationFinra Jul 2009 - Sep 2013Washington, District Of Columbia, Us•Responsible for strategy, structuring, budgeting and implementation of new or enhanced CE programs including a new Regulatory Element CE program for individuals registered as operations professionals. The project was completed under budget and ahead of schedule.• Researched, created strategy and structure, and gained industry and FINRA approval for a new series of personalized CE cases for Investment Bankers, Traders, Research Analysts, Operations Staff, Institutional and Retail Sales registrants• Prospected for, enlisted, and led teams of industry experts in development of CE case studies to be used in mandatory computer based training programs• Prepared and delivered presentations to senior management and the CE Council (comprised of representatives from industry, SEC, MSRB, NASAA and CBOE) on structure, methodology and procedures for creation of new CE programs• Created and delivered advanced training courses for members of the CE and Testing Departments and other FINRA staff• Continued to chair the IOSCO SROCC Education and Training Working Group -
Senior Director Int EducationFinra Aug 2006 - Jul 2009Washington, District Of Columbia, Us• Created and executed overall education and training strategy for FINRA internationally• Created, chaired and executed the strategy for the IOSCO SROCC Regulatory Staff Training Working Group resulting in the worldwide delivery of 6 annual training programs in Canada, UK, Taiwan, Turkey, Brazil, Japan and U.S.• Worked with domestic training departments to develop synergies and develop and deliver courses including live webcast seminars. Developed and delivered domestic program on Hedge Funds and Structured Products for the FINRA sponsored CRCP. Developed and delivered internal training on options. Created and delivered first day of training program for all new hires in Member Regulation, Market Regulation, and Enforcement divisions. Created and delivered first day of training on Investment Advisors for senior examiners. Created and delivered product training for the FINRA Annual Conference.• Worked with the University of Reading/Henley Business School (UK) to develop diploma, certificate and Masters level programs based on the FINRA CRCP model. Managed and delivered training programs in St. Kitts, Bahamas, Serbia, Montenegro, India, Egypt, Qatar, Bahrain and Malaysia. -
Managing Director Of Continuing EducationBear Stearns & Co. Jun 2004 - Aug 2006Montreal, Qc, Ca•Created Annual Needs Analysis and Firm Element Continuing Education Plan •Negotiated with business heads to create a new, firm-wide, auditable CE requirement•Co-wrote and produced video based firm-wide training programs on Ethics, e-communications and AML and attained 100% compliance globally•Wrote and delivered training on insider trading for members of the Board of Directors •Delivered ethics program to groups in research, trading, and sales •Designed and produced all C.E. and NCI training •Created and delivered compliance training as part of new hire orientation•Created and delivered annual compliance meetings for IT, Clearing and Operations Departments; Worked firm-wide to create, deliver and track annual compliance meetings and attained 100% completion for Firm Element CE and Annual Compliance Meeting requirements across entire organization.•Managed a team of four. •Provided direction and leadership through a period that saw 6 changes in direct reports•Series 7, 24, and 66 registrations
John Hennessy Skills
John Hennessy Education Details
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Boston College Carroll School Of ManagementFinance And Intl Business -
Umass BostonLiterature -
University Of MarylandLiterature -
St. Mary'S College Of MarylandEnglish -
Tc Williams High School
Frequently Asked Questions about John Hennessy
What company does John Hennessy work for?
John Hennessy works for Pass Perfect
What is John Hennessy's role at the current company?
John Hennessy's current role is Senior Content Manager at Pass Perfect.
What is John Hennessy's email address?
John Hennessy's email address is jo****@****ape.net
What is John Hennessy's direct phone number?
John Hennessy's direct phone number is (800) 782*****
What schools did John Hennessy attend?
John Hennessy attended Boston College Carroll School Of Management, Umass Boston, University Of Maryland, St. Mary's College Of Maryland, Tc Williams High School.
What skills is John Hennessy known for?
John Hennessy has skills like Securities, Finra, Series 7, Financial Services, Fixed Income, Capital Markets, Investments, Mutual Funds, Aml, Equities, Series 24, Series 63.
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