Scott is responsible for setting the strategic direction to drive overall customer experience, satisfaction, and retention across all market segments. He's focused on delivering value to plan sponsors, advisors, and third-party administrators through a team of relationship professionals and technical consultants, including ERISA, actuarial, and communication experts. Scott has more than 25 years’ experience in financial services. He's Massachusetts state-insurance licensed and holds FINRA Series 7, 26, and 63 licenses.
Prior to joining John Hancock, Scott was with New York Life Retirement Plan Services from 2009 to 2015 as senior vice president, midsize/large strategic relationship management. He earned an M.B.A. from the University of Hartford and a B.S. in Finance from Bryant College. Scott is based in Westwood, Massachusetts.
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Lowering the cost of financial stress to employers and its impact on workers
For seven years, we’ve surveyed our participants to learn about their financial stressors. During the pandemic, they're looking for help finding their resiliency, both financial and emotional, so that when normal returns, they’re ready to move forward.
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How to achieve positive flow with 401(k) optimization
Here’s an approach for optimizing the 401(k)s you manage.
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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The what, why, and how of financial wellness programs
Employer adoption of financial wellness programs has doubled in five years. But do they work? And how do you implement one?
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