Karen Boden Email and Phone Number

Matchmaker and Date AdvisorIndividual Consultation, Workshops and Speaking Engagements

Managed Key Accounts/Relationships for John Hancock's Bank Channel clients. Responsible for relationship development with Bank CEO's. Interfaced with all areas of John Hancock including Marketing, Product Development, Sales, Operations and Sports Marketing. My goal was to offer our clients the best product we could create and deliver, mindful of costs to both John Hancock and the Banks.

Inside Wholesaler, Southeast Region (VA, NC, TN, KY)

Worked with a high-profile portfolio manager, Jim Schmidt, who created the first Bank Fund in the US, The John Hancock Regional Bank Fund. Our objective was to take advantage of regional and national reciprocity of the consolidation of banks in the United States. The Fund routinely returned over 20%/year. I interfaced closely with internal marketing and sales, traders, brokers, analysts and Fund Board of Directors.