Michael Itani, Cima® Email & Phone Number
@jhinvestments.com
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Who is Michael Itani, Cima®? Overview
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Michael Itani, Cima® is listed as Associate Director, Institutional Sales - DCIO Retirement Plans at John Hancock Investment Management | CFA Level 1 Candidate at Manulife John Hancock Investments, a with 571 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at jhinvestments.com and a matched LinkedIn profile for Michael Itani, Cima®.
Michael Itani, Cima® previously worked as Associate Director, Institutional Sales - DCIO Retirement Plans at John Hancock Investment Management and Internal Business Consultant at John Hancock Investment Management. Michael Itani, Cima® holds Bs, Management, Information Systems from Canisius University.
Email format at Manulife John Hancock Investments
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About Michael Itani, Cima®
Over the last 20 years I've enjoyed working in the financial services industry in various roles focusing on sales, institutional relationship management, business development, retirement planning, and client services. I have a deep understanding and experience working with mutual funds, 401(k) plans, ETFs, SMAs, CITs, 529 college savings, and Annuities. I currently work in a consultative sales role building and growing relationships with retirement plan focused financial advisors, consultants, RIAs, and retirement plan record keepers.
Listed skills include Series 7, Series 63, Series 6, Retirement Planning, and 25 others.
Michael Itani, Cima®'s current company
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Michael Itani, Cima® work experience
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Associate Director, Institutional Sales - Dcio Retirement Plans
CurrentResponsible for sales and support of mutual funds, Stable Value, and CITs sold through all financial advisor channels with a focus on the Defined Contribution Investment Only market. I partner with individual intermediaries, investment gatekeepers, research analysts, retirement plan consultants, record keepers, and defined contribution (DC) and defined benefit (DB) plan advisors to offer investments for use in open-architecture retirement plans.
Internal Business Consultant
● Proactively sold mutual funds, 529 College Saving Plans and SMA sales throughout the Wirehouse, Independent, and Regional broker-dealer communities.● As a business consultant, I provided value added sales ideas and marketing support to financial advisors throughout the Northeast region (CT, MA, ME, NH, NJ, NY, PA, RI, VT)
Senior Internal Wholesaler
● Senior Internal Wholesaler supporting an External Wholesaler to proactively market and solicit John Hancock Annuities, and 529 College Saving Plans throughout Wirehouse and Regional broker-dealers in NY and NJ.● In this role I helped financial advisors increase their business by providing value added sales ideas, marketing support, and assisted in positioning products to their clients via conference calls.● In addition I participated in sales idea roundtable discussions and helped facilitate team sales meetings. I also acted as a Senior Mentor to new Internal Wholesalers and filled in for Wholesaler meetings when needed.
Broker Services Representative - Annuities
● Respond to all telephone calls from wholesalers and selected brokers by providing account information regarding a broad range of subject areas such as product, transaction and new business inquiries.● Responsible for reviewing, researching, and completing existing and new business transactions including transfers and rollovers, disbursements, and fund exchanges.
Michael Itani, Cima® education
Bs, Management, Information Systems
Education record
Frequently asked questions about Michael Itani, Cima®
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What company does Michael Itani, Cima® work for?
Michael Itani, Cima® works for Manulife John Hancock Investments.
What is Michael Itani, Cima®'s role at Manulife John Hancock Investments?
Michael Itani, Cima® is listed as Associate Director, Institutional Sales - DCIO Retirement Plans at John Hancock Investment Management | CFA Level 1 Candidate at Manulife John Hancock Investments.
What is Michael Itani, Cima®'s email address?
AeroLeads has found 2 work email signals at @jhinvestments.com for Michael Itani, Cima® at Manulife John Hancock Investments.
Where is Michael Itani, Cima® based?
Michael Itani, Cima® is based in Boston, Massachusetts, United States while working with Manulife John Hancock Investments.
What companies has Michael Itani, Cima® worked for?
Michael Itani, Cima® has worked for Manulife John Hancock Investments, John Hancock Investment Management, and John Hancock Annuities.
How can I contact Michael Itani, Cima®?
You can use AeroLeads to view verified contact signals for Michael Itani, Cima® at Manulife John Hancock Investments, including work email, phone, and LinkedIn data when available.
What schools did Michael Itani, Cima® attend?
Michael Itani, Cima® holds Bs, Management, Information Systems from Canisius University.
What skills is Michael Itani, Cima® known for?
Michael Itani, Cima® is listed with skills including Series 7, Series 63, Series 6, Retirement Planning, Mutual Funds, Dcio, Annuities, and Insurance.
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