Mid/large division
Sales and relationship management team
Retirement plans over $30 million
This sales team—including regional leads who manage and coach the team—specializes in plans over $30 million and includes internal and external sales consultants who will work with you on a daily basis for new opportunities.
Regional leads
Bill Thompson
Divisional Vice President
617-943-9128
William_Thompson@jhancock.com
Dan Toohill
Internal Sales Director
617-543-0753
dtoohill@jhancock.com
Regional vice presidents and internal sales consultants
Jarrett Berry
Regional Vice President
Southeast
404-754-7144
jberry@jhancock.com
Kevin Kizik
Internal Sales Consultant
781-619-2470
kkizik@jhancock.com
Karen DeCoud
Regional Vice President
Pacific coast
310-922-5234
kdecoud@jhancock.com
Adam Satriano
Internal Sales Consultant
617-572-1598
asatriano@jhancock.com
Dan Dodillet
Regional Vice President
Midwest
630-215-4754
ddodillet@jhancock.com
Polly Brooks
Internal Sales Consultant
781-619-2472
pbrooks@jhancock.com
Daniel Fratalia
Regional Vice President
Northeast
978-265-7295
dfratalia@jhancock.com
John Kurtak
Internal Sales Consultant
781-619-2615
jkurtak@jhancock.com
Shannon Knapp
Regional Vice President
Central
940-390-1046
sknapp@jhancock.com
Jeffrey Farnell
Internal Sales Consultant
781-619-2141
jfarnell@jhancock.com
Strategic relationship management team
This service team will consult with you to establish plan objectives and help guide changes and improvements to achieve your goals. Regional leads manage and coach their teams to provide this personalized service and support.
Mark Regan
Divisional Vice President,
Strategic Relationship Management
508-828-8776
mregan@jhancock.com
Colette Sagar
Divisional Vice President,
Strategic Relationship Management
617-678-3134
csagar@jhancock.com
Stephen Schuman
Divisional Vice President,
National Strategic Relationship Management
617-572-1785
sschuman@jhancock.com
Strategic relationship managers
Your strategic relationship manager (SRM) serves as your primary service contact, helping to ensure that our products and services meet your clients’ needs today and in the future. They work with all our partners to help drive better participant outcomes and improve the plan's health.
For group annuity contracts, you can find your SRM for each plan under your block of business summary at jh401kadvisor.com.
For open-architecture plans, you can find your SRM for each plan on the homepage of jhplansponsor.com.
You can contact the national relationship management team at 844-547-7776
or rpsrmcentral@jhancock.com.
This concierge team provides comprehensive, responsive service to all financial professionals and is the primary SRM contact for financial professionals who have emerging books of business with John Hancock (under $5M).