Tom Modestino

About Tom Modestino

I’m a strategic leader who transforms complex, disparate data into clear, compelling insights that drive smarter decisions, accelerate growth, and strengthen market position. My work empowers organizations to act with precision—whether that’s uncovering new opportunities, sharpening customer strategies, or elevating brand performance.I’m energized by the challenge of turning noise into narrative. I break down messy data ecosystems and rebuild them into actionable intelligence using logic, creativity, and a deep understanding of the retirement and financial services landscape. My curiosity pushes me to continuously learn, refine, and innovate—especially through emerging AI tools that amplify speed, clarity, and impact.My expertise spans marketing, market research, retirement thought leadership, data analysis, AI prompting, financial planning, investment solutions, strategic planning, multimedia content development, CX measurement, big‑data analytics, data visualization, client engagement, and business intelligence. I’m at my best when coaching teams, solving complex problems, and helping organizations see—and seize—the opportunities hidden in their data.

Experience

1. Head of Global Retirement Insights and Reporting

   John Hancock

   Feb 2023 — Present · Boston, MA, US

   Deliver monthly B2B and B2C insight reports that translate sales and service analytics into clear, actionable intelligence for global ELTs. These insights routinely shape strategic pivots by surfacing missed opportunities, under‑leveraged segments, and emerging risks. Present findings at quarterly leadership forums to ensure data‑driven stories are heard, understood, and acted upon to improve business performance.Lead a global team of expert data product owners and analysts supporting Sales, Distribution, Marketing, and Retention. Oversee dashboard development, data storytelling, warehouse modernization, EDL connectivity, and API/SFTP data feeds. Ensure ELT and C‑Suite leaders have trusted, high‑quality insights that drive profitable, efficient decision‑making and illuminate future growth opportunities.Build AI‑powered sales and retention enablement tools using clean, structured data and platforms such as Copilot and ChatGPT. These tools identify top sales opportunities, optimize intermediary engagement, strengthen cross‑sell strategies, and detect early client‑sentiment shifts to prevent attrition across plan sponsors, advisors, TPAs, and participants.Drive enterprise data enhancement initiatives by securing funding, aligning third‑party resources, and partnering with IT data teams to execute connectivity upgrades. Improve API integrations, secure file exchanges, and analytics capabilities that elevate prospecting precision, strengthen plan design analytics, and increase client awareness of trends and retirement readiness.

Education

• Boston College

  BA, History and Pre-Law Studies

• Boston University

  Financial Planning Certification, College of Financial Planning

Skills

• Series 63
• Retirement Benefits
• Report Writing
• Business Intelligence
• Asset Allocation
• Mutual Funds
• Asset Managment
• Entrepreneurship
• Retirement Planning
• 401k Rollovers
• Market Analysis
• Big Data Analytics
• Data Analysis
• Data Mining
• Quantitative Research
• Thought Leadership
• Qualitative Research
• Equities
• Market Research
• Asset Management
• Series 7
• Strategic Planning
• Qualified Retirement Plans
• Series 6
• Research
• Business Development
• Wealth Management
• Financial Services
• Consulting
• Customer Insight
• Competitive Intelligence
• Marketing Strategy
• Retirement
• Competitive Analysis
• 401k
• Investments
• Investment Strategies
• Alternative Investments
• Pensions
• Securities