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Stanley Nelson Email & Phone Number

Senior Financial Services / Compliance Professional at John Hancock Financial Services at John Hancock
Location: Boston, Massachusetts, United States 7 work roles 1 school
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Current company
John Hancock
Role
Senior Financial Services / Compliance Professional at John Hancock Financial Services
Location
Boston, Massachusetts, United States

Who is Stanley Nelson? Overview

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Stanley Nelson is listed as Senior Financial Services / Compliance Professional at John Hancock Financial Services at John Hancock, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Stanley Nelson.

Stanley Nelson previously worked as Senior Investment Compliance Analyst - Office of the CCO at John Hancock and Investment Compliance Analyst - Fund Administration at John Hancock Life Insurance Company (U.S.A.). Stanley Nelson holds Bachelor Of Science, Finance And Insurance from Northeastern University.

Profile bio

About Stanley Nelson

Stanley Nelson is a Senior Financial Services / Compliance Professional at John Hancock Financial Services at John Hancock.

Current workplace

Stanley Nelson's current company

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John Hancock
John Hancock
Senior Financial Services / Compliance Professional at John Hancock Financial Services
Boston, MA, US
7 roles

Stanley Nelson work experience

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Role listed

John Hancock

Boston, MA, US

Senior Investment Compliance Analyst - Office Of The Cco

Current
John Hancock

Researching, reviewing, and analyzing fund portfolio information and various data from investmenttransactions including derivatives (for over fifty mutual funds and ETFs, using Charles River Investment Management) to comply with the Investment Company Act of 1940, UCITs (European regulation) the Rule 18f-4 VaR, Liquidity reform and staying abreast of new.

May 2014 - Present

Investment Compliance Analyst - Fund Administration

Boston, MA, US

Researching, reviewing and analyzing fund portfolio information and various data from investmenttransactions to comply with the Investment Company Act of 1940, the National Instrument 81-102 (the regulatory framework for Canadian mutual funds) and UCITs. Preparing compliance related Ad-Hoc requests for the Fund Reporting team. The requests consist of.

Jul 2001 - May 2014

Senior Accounting Analyst

Boston, MA, US

  • Prepared and reviewed mutual funds on a semi-annual and annual basis for fund reporting accuracy.
  • Analyzed and reviewed expenses, trade activity and corporate actions that may impact fund data.
  • Worked with external clients in verifying trade activity involving futures contracts and treasury bills.
  • Executed bank blotter settlements for international funds accounting for gain/loss utilizing exchange rates.
  • Provided assistance to the accounting staff for the preparation and reconciliation of daily fund activity.
  • Participated in conversions and projects to improve processes related to company specific functions.
Jul 1998 - Jul 2001

Mutual Fund Accountant

Boston, Massachusetts, US

  • Executed transactions on the general ledger, trades and money transfer.
  • Tracked all daily activity on clients’ mutual funds.
  • Prepared financial statements and calculated prices on various families of funds.
  • Responsible for internal deadlines in a team-orientated, fast-paced environment.
Jun 1997 - Dec 1997

Network Operations Technician

Boston, MA, US

Led team in the shipping, rebuilding, and installing software on desktop computers on different campuses throughout the university. Evaluated, corrected and maintained university computer software for staff and faculty.

Jan 1995 - Dec 1995

Data Controller

Boston, MA, US

Assisted in overall administration of computer resources to meet the university’s mission of centralized data.

Sep 1994 - Jan 1995
1 education record

Stanley Nelson education

  • Northeastern University
    Northeastern University
    Finance And Insurance
FAQ

Frequently asked questions about Stanley Nelson

Quick answers generated from the profile data available on this page.

What company does Stanley Nelson work for?

Stanley Nelson works for John Hancock.

What is Stanley Nelson's role at John Hancock?

Stanley Nelson is listed as Senior Financial Services / Compliance Professional at John Hancock Financial Services at John Hancock.

Where is Stanley Nelson based?

Stanley Nelson is based in Boston, Massachusetts, United States while working with John Hancock.

What companies has Stanley Nelson worked for?

Stanley Nelson has worked for John Hancock, John Hancock Life Insurance Company (U.S.A.), Fidelity Investments, State Street, and Northeastern University.

How can I contact Stanley Nelson?

You can use AeroLeads to view verified contact signals for Stanley Nelson at John Hancock, including work email, phone, and LinkedIn data when available.

What schools did Stanley Nelson attend?

Stanley Nelson holds Bachelor Of Science, Finance And Insurance from Northeastern University.

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