Drew O'Hearn, CFP
Director, Account Management
Drew’s responsibilities focus on client management, sales, and business development for Cerulli’s U.S.-focused product lines.
Drew spent eight years at John Hancock where he held a number of roles including Internal Wholesaler, College Savings Director, and Group Account Manager. Previously, Drew spent three years at Evergreen Investments in customer service and institutional sales positions.
Drew earned his B.S. in Business Administration with an emphasis on Marketing from Anna Maria College.
He currently holds his FINRA Series 6 and 63 licenses as well as MA Life and MA Health Insurance license. Additionally, Drew holds the Chartered Life Underwriter® designation from the American College.