Confederation Life
Industry: Insurance company
DescriptionConfederation Life Insurance Company, also known as Confederation Life, was a major Canadian insurance company and financial services provider. Its global head office was located in Toronto in what is now the Rogers Building. Headquarters: Toronto, Canada Founded: 1871 Ceased operations: August 11, 1994 Type of business: Publicly listed company
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Confederation Life Employees
Employee
Years
Job
Industry
James D. Roumeliotis James D. Roumeliotis's Confederation Life Experience October 1990 - January 1992
Job BUSINESS/ENTREPRENEURSHIP Author, Lecturer, Educator, Practitioner and Advisor
Industry Management Consulting
Experience
West Island Career Centre (LBPSB) and Champlain Regional College October 2011 - Present
The Sounding Board for Success Affluence Marketing The Start-up Agency September 2008 - Present
Sotheby's International Realty August 2007 - August 2008
EastMed Yachting Partners March 1997 - June 2007
Maersk Line February 1996 - January 1998
Prudential Financial January 1992 - November 1995
Confederation Life October 1990 - January 1992
Skills
Sales Management, Creative Branding, Entrepreneurial..., Lifestyle Marketing, Coaching, Published Author, Presenter, Classroom Instruction, Luxury Lifestyle, Customer Relations, Entrepreneurship, Startup Development, Management, Customer Service, Brand Implementation, Marketing, Marketing Strategy, Classroom, Start-ups, Business Development, Adult Education, Selling, Business Strategy, Strategy, Sales, Real Estate, Contract Negotiation, New Business Development, Competitive Analysis, Leadership, CRM, Budgets, Marketing Management, Public Speaking, Public Relations, Market Analysis, Account Management, E-commerce, Recruiting, Business Planning, Sales Process, Online Marketing, Strategic Planning, Market Research, Online Advertising, Social Media Marketing, Advertising, Direct Marketing, Marketing Communications, Negotiation
Education
Cornell University 2010 — 2010
Executive Certificate, Leadership and Strategic Management
The Canadian Institute of CLU & ChFC 1990 — 1992
CLU, Insurance and Financial Planning
McGill University 1986 — 1989
Management and Marketing
College Immobilier
West Island Career Centre (LBPSB) and Champlain Regional College October 2011 - Present
The Sounding Board for Success Affluence Marketing The Start-up Agency September 2008 - Present
Sotheby's International Realty August 2007 - August 2008
EastMed Yachting Partners March 1997 - June 2007
Maersk Line February 1996 - January 1998
Prudential Financial January 1992 - November 1995
Confederation Life October 1990 - January 1992
Skills
Sales Management, Creative Branding, Entrepreneurial..., Lifestyle Marketing, Coaching, Published Author, Presenter, Classroom Instruction, Luxury Lifestyle, Customer Relations, Entrepreneurship, Startup Development, Management, Customer Service, Brand Implementation, Marketing, Marketing Strategy, Classroom, Start-ups, Business Development, Adult Education, Selling, Business Strategy, Strategy, Sales, Real Estate, Contract Negotiation, New Business Development, Competitive Analysis, Leadership, CRM, Budgets, Marketing Management, Public Speaking, Public Relations, Market Analysis, Account Management, E-commerce, Recruiting, Business Planning, Sales Process, Online Marketing, Strategic Planning, Market Research, Online Advertising, Social Media Marketing, Advertising, Direct Marketing, Marketing Communications, Negotiation
Education
Cornell University 2010 — 2010
Executive Certificate, Leadership and Strategic Management
The Canadian Institute of CLU & ChFC 1990 — 1992
CLU, Insurance and Financial Planning
McGill University 1986 — 1989
Management and Marketing
College Immobilier
David Grenell David Grenell's Confederation Life Experience January 1988 - October 1992
Job Regional Sales Manager at Roundstone Insurance NAHU Self Funded Certified
Industry Insurance
Experience
Roundstone Insurance September 2013 - Present
Manhattan Insurance Group April 2011 - June 2013
OptiCare Vision Plans November 2003 - April 2011
AIG / American General July 1997 - November 2003
Employers Health / Humana February 1994 - July 1997
Memorial Healthnet - Third Party Administrator November 1992 - February 1994
Confederation Life January 1988 - October 1992
Sun Life of Canada February 1984 - January 1988
Skills
Insurance, Dental, Benefits, Health Insurance, Sales Management, New Business Development, Disability Insurance, Consultative Selling, Employee Benefits, Brokers, Customer Relations, Underwriting, Negotiation, Team Building, Coaching, Problem Solving, Budgeting, Product Marketing, Product Development, Selling, Public Speaking, Executive Management, Customer Retention, Marketing Strategy, Customer Service, Dentistry, Critical Illness, Sales, Managed Care, Leadership, PPO, Life Insurance, Health Savings Accounts, Long-term Care, Sales Operations, Term Life Insurance, Reinsurance, Management, Budgets, Group Insurance, Accident, Self-funded
Education
Michigan State University 1976 — 1978
BS, Social Science - Pre Law
Thomas M. Cooley Law School
none, Law
Roundstone Insurance September 2013 - Present
Manhattan Insurance Group April 2011 - June 2013
OptiCare Vision Plans November 2003 - April 2011
AIG / American General July 1997 - November 2003
Employers Health / Humana February 1994 - July 1997
Memorial Healthnet - Third Party Administrator November 1992 - February 1994
Confederation Life January 1988 - October 1992
Sun Life of Canada February 1984 - January 1988
Skills
Insurance, Dental, Benefits, Health Insurance, Sales Management, New Business Development, Disability Insurance, Consultative Selling, Employee Benefits, Brokers, Customer Relations, Underwriting, Negotiation, Team Building, Coaching, Problem Solving, Budgeting, Product Marketing, Product Development, Selling, Public Speaking, Executive Management, Customer Retention, Marketing Strategy, Customer Service, Dentistry, Critical Illness, Sales, Managed Care, Leadership, PPO, Life Insurance, Health Savings Accounts, Long-term Care, Sales Operations, Term Life Insurance, Reinsurance, Management, Budgets, Group Insurance, Accident, Self-funded
Education
Michigan State University 1976 — 1978
BS, Social Science - Pre Law
Thomas M. Cooley Law School
none, Law
V. Anne Simmons's Confederation Life Experience February 1988 - December 1995
Job Director of Training Services at Genuine Parts Company
Industry Automotive
Experience
Genuine Parts Company/NAPA July 2005 - Present
Ultimate Software November 2000 - June 2005
ADP January 1995 - October 2000
Confederation Life February 1988 - December 1995
Skills
Learning Management..., Process Improvement, Leadership Development, Six Sigma, Human Resources, Training Delivery, Instructional Design, Team Leadership, Program Management, Training, Instructor-led Training, Leadership, E-Learning, Management, Strategy, Project Management, Strategic Planning, Team Building, Technical Training, Budgets, Employee Benefits, Marketing, Public Speaking, Onboarding, Analysis
Education
University of Louisiana at Monroe 1980 — 1983
Bachelors, Computer Information Systems
Genuine Parts Company/NAPA July 2005 - Present
Ultimate Software November 2000 - June 2005
ADP January 1995 - October 2000
Confederation Life February 1988 - December 1995
Skills
Learning Management..., Process Improvement, Leadership Development, Six Sigma, Human Resources, Training Delivery, Instructional Design, Team Leadership, Program Management, Training, Instructor-led Training, Leadership, E-Learning, Management, Strategy, Project Management, Strategic Planning, Team Building, Technical Training, Budgets, Employee Benefits, Marketing, Public Speaking, Onboarding, Analysis
Education
University of Louisiana at Monroe 1980 — 1983
Bachelors, Computer Information Systems
William Dyer William Dyer's Confederation Life Experience 1989 - 1991
Job HCP National Insurance ACA Compliance Plans|Medical Malpractice Insurance|Stop Loss |MEWA Stoploss|ACO Reinsurance
Industry Insurance
Experience
HCP National Insurance Services, Inc. 1994 - Present
Jardine Insurance Brokers 1991 - 1994
Confederation Life 1989 - 1991
Kelsey National 1987 - 1989
Skills
Professional Liability, Health Insurance, Managed Care, Claim, Commercial Insurance, Medicare, Workers Compensation, Strategic Planning, Disability Insurance, Liability, Executive Management, Brokers, New Business Development, Risk Management, Life Insurance, Legal Liability, Long-term Care, Business Strategy, Employee Benefits, Leadership, Entrepreneurship, Employment Practices..., D&O, Captives, Reinsurance, Liability Analysis, Insurance Brokerage, Medical Malpractice, Healthcare Industry, Commercial Lines, Small Business, HIPAA, Medicaid, Product Liability, Health Savings Accounts, Umbrella Insurance, Excess, Accident, Term Life Insurance, Physicians, Whole Life, General Insurance, Mergers, Physician Relations, Hospitals, 401k, Surety Bonds, Casualty, Claims Management, Health Policy
Education
CLCS -Post Graduate Certificate 2010 — 2010
Certificate program
University of San Diego 1982 — 1986
BA
HCP National Insurance Services, Inc. 1994 - Present
Jardine Insurance Brokers 1991 - 1994
Confederation Life 1989 - 1991
Kelsey National 1987 - 1989
Skills
Professional Liability, Health Insurance, Managed Care, Claim, Commercial Insurance, Medicare, Workers Compensation, Strategic Planning, Disability Insurance, Liability, Executive Management, Brokers, New Business Development, Risk Management, Life Insurance, Legal Liability, Long-term Care, Business Strategy, Employee Benefits, Leadership, Entrepreneurship, Employment Practices..., D&O, Captives, Reinsurance, Liability Analysis, Insurance Brokerage, Medical Malpractice, Healthcare Industry, Commercial Lines, Small Business, HIPAA, Medicaid, Product Liability, Health Savings Accounts, Umbrella Insurance, Excess, Accident, Term Life Insurance, Physicians, Whole Life, General Insurance, Mergers, Physician Relations, Hospitals, 401k, Surety Bonds, Casualty, Claims Management, Health Policy
Education
CLCS -Post Graduate Certificate 2010 — 2010
Certificate program
University of San Diego 1982 — 1986
BA
Ken Jacobsen Ken Jacobsen's Confederation Life Experience September 1988 - June 1994
Job Chairman of the Board at High Road Craft Ice Cream, Inc.
Industry Management Consulting
Experience
High Road Craft Ice Cream, Inc. September 2013 - Present
CourageWorks, Inc. January 2006 - Present
The Segal Company 1997 - 2004
Georgia Business Forum on Health September 1994 - December 1996
Confederation Life September 1988 - June 1994
Skills
Executive Coaching, Strategic Planning, Leadership, Coaching, Management Consulting, Program Management, Training, Strategy, Management, Change Management, Negotiation, Organizational..., Healthcare
Education
Merrimack College 1968 — 1972
University of Michigan Executive Program
High Road Craft Ice Cream, Inc. September 2013 - Present
CourageWorks, Inc. January 2006 - Present
The Segal Company 1997 - 2004
Georgia Business Forum on Health September 1994 - December 1996
Confederation Life September 1988 - June 1994
Skills
Executive Coaching, Strategic Planning, Leadership, Coaching, Management Consulting, Program Management, Training, Strategy, Management, Change Management, Negotiation, Organizational..., Healthcare
Education
Merrimack College 1968 — 1972
University of Michigan Executive Program
Eric P. Miller's Confederation Life Experience September 1989 - October 1994
Job Sales, Marketing and Distribution Leader Insurance and Financial Services
Industry Insurance
Experience
Liberty Mutual Group November 2011 - Present
Protective Life October 2001 - October 2011
ILONA Financial April 2001 - October 2001
Zurich Kemper Life 1999 - 2001
Protective Life March 1997 - June 1999
GE Capital Assurance October 1994 - March 1997
Confederation Life September 1989 - October 1994
NCR June 1986 - September 1989
US Air Force November 1981 - May 1986
Skills
Leadership, Sales Management, Management, Marketing, Business Planning, Product Development, Fixed Annuities, Variable Annuities, Life Insurance, Competitive Analysis, Insurance, Strategic Financial..., Marketing Communications, Sales, Account Management, Business Development, Sales Operations, Brokers, Term Life Insurance, Universal Life, Whole Life, Training, Financial Analysis, Underwriting, Advertising, Retirement, Long-term Care, Long Term Care Insurance, 401k, Budgets, Retirement Planning, Small Business, Mutual Funds, Health Insurance, Employee Benefits, Web Marketing, Series 6, Finance, Property & Casualty..., Investments, Financial Services, Indexed Annuities, Disability Insurance
Education
Georgia State University 1986 — 1988
BBA, Management
Harvard Business School
Executive Education, Strategic Marketing Management
Defense Language Institute 1982 — 1983
Diploma, Russian Language
University of Iowa 1978 — 1981
Attended, Liberal Arts
Theodore Roosevelt High School 1974 — 1977
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Liberty Mutual Group November 2011 - Present
Protective Life October 2001 - October 2011
ILONA Financial April 2001 - October 2001
Zurich Kemper Life 1999 - 2001
Protective Life March 1997 - June 1999
GE Capital Assurance October 1994 - March 1997
Confederation Life September 1989 - October 1994
NCR June 1986 - September 1989
US Air Force November 1981 - May 1986
Skills
Leadership, Sales Management, Management, Marketing, Business Planning, Product Development, Fixed Annuities, Variable Annuities, Life Insurance, Competitive Analysis, Insurance, Strategic Financial..., Marketing Communications, Sales, Account Management, Business Development, Sales Operations, Brokers, Term Life Insurance, Universal Life, Whole Life, Training, Financial Analysis, Underwriting, Advertising, Retirement, Long-term Care, Long Term Care Insurance, 401k, Budgets, Retirement Planning, Small Business, Mutual Funds, Health Insurance, Employee Benefits, Web Marketing, Series 6, Finance, Property & Casualty..., Investments, Financial Services, Indexed Annuities, Disability Insurance
Education
Georgia State University 1986 — 1988
BBA, Management
Harvard Business School
Executive Education, Strategic Marketing Management
Defense Language Institute 1982 — 1983
Diploma, Russian Language
University of Iowa 1978 — 1981
Attended, Liberal Arts
Theodore Roosevelt High School 1974 — 1977
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bruce McGuffin Bruce McGuffin's Confederation Life Experience April 1978 - August 1979
Job President at McGuffin Financial Inc.
Industry Financial Services
Experience
McGuffin Financial Inc. 1991 - Present
WCS Financial Services 2000 - Present
Rockin New Years Eve Committee August 2011 - Present
Robertson Dunbar September 1989 - March 1991
Cooperators August 1988 - July 1989
Confederation Life April 1978 - August 1979
Canada Life August 1977 - April 1978
Skills
Disability Insurance, Long-term Care, Investments, Financial Planners, Health Insurance, Insurance, Critical Illness, Lifestyle Financial..., Senior Care, Family Meeting Planning, Strategic Financial..., Fixed Annuities, Wealth, Retirement, Estate Planning, Sales, Term Life Insurance, Mutual Funds, Whole Life, Small Business, Investment Advisory, Retirement Planning, Life Insurance, Investment Strategies, Wealth Management..., Wealth Management, Financial Planning, Financial Advisory, IRAs, Long Term Care Insurance, Asset Allocation
Education
Ryerson University 1965 — 1968
Interior Design
OCAD University 1963 — 1965
Design
McGuffin Financial Inc. 1991 - Present
WCS Financial Services 2000 - Present
Rockin New Years Eve Committee August 2011 - Present
Robertson Dunbar September 1989 - March 1991
Cooperators August 1988 - July 1989
Confederation Life April 1978 - August 1979
Canada Life August 1977 - April 1978
Skills
Disability Insurance, Long-term Care, Investments, Financial Planners, Health Insurance, Insurance, Critical Illness, Lifestyle Financial..., Senior Care, Family Meeting Planning, Strategic Financial..., Fixed Annuities, Wealth, Retirement, Estate Planning, Sales, Term Life Insurance, Mutual Funds, Whole Life, Small Business, Investment Advisory, Retirement Planning, Life Insurance, Investment Strategies, Wealth Management..., Wealth Management, Financial Planning, Financial Advisory, IRAs, Long Term Care Insurance, Asset Allocation
Education
Ryerson University 1965 — 1968
Interior Design
OCAD University 1963 — 1965
Design
James Verdoni James Verdoni's Confederation Life Experience 1997 - 1998
Job Director, Legal Affairs at Constellation Brands Canada, Inc.
Industry Wine and Spirits
Experience
Constellation Brands Canada, Inc. April 2008 - Present
Constellation New Energy October 2007 - January 2008
Federal Express Canada Ltd. March 1997 - October 2007
Confederation Life 1997 - 1998
Confederation Life 1997 - 1998
Crown Life Insurance 1987 - 1990
Torys LLP 1982 - 1987
Skills
Contract Negotiation, Labor Relations, Marketing, Civil Litigation, Human Resources, Sales, Advertising, Research, Corporate Governance, Strategy
Education
Fanshawe College
Korah Collegiate
University of Windsor
Constellation Brands Canada, Inc. April 2008 - Present
Constellation New Energy October 2007 - January 2008
Federal Express Canada Ltd. March 1997 - October 2007
Confederation Life 1997 - 1998
Confederation Life 1997 - 1998
Crown Life Insurance 1987 - 1990
Torys LLP 1982 - 1987
Skills
Contract Negotiation, Labor Relations, Marketing, Civil Litigation, Human Resources, Sales, Advertising, Research, Corporate Governance, Strategy
Education
Fanshawe College
Korah Collegiate
University of Windsor
Cindy (Houston) Wadsley Cindy (Houston) Wadsley's Confederation Life Experience July 1991 - September 1994
Job Sr. Healthcare Consultant
Industry Financial Services
Experience
CIGNA Healthcare July 1991 - Present
Great-West Healthcare July 1991 - October 2007
Confederation Life July 1991 - September 1994
Skills
Healthcare, Employee Benefits, Health Insurance, Business Analysis, Managed Care, Data Analysis
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Finance, General
CIGNA Healthcare July 1991 - Present
Great-West Healthcare July 1991 - October 2007
Confederation Life July 1991 - September 1994
Skills
Healthcare, Employee Benefits, Health Insurance, Business Analysis, Managed Care, Data Analysis
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Finance, General
Loren Derrick Loren Derrick's Confederation Life Experience 1990 - 1994
Job Sr Project Manager at CIBC
Industry Information Technology and Services
Experience
CIBC March 2012 - Present
Hewlett Packard October 2009 - March 2012
Synersys Consulting (USA) January 2001 - January 2009
Windermere 2003 - 2005
iPIX, Internet Picture Corp January 2000 - January 2000
Synersys (Canada) January 1996 - January 1999
Eaton Company January 1995 - January 1996
Peat Marwick Thorne Inc January 1994 - January 1995
Confederation Life Insurance Company January 1990 - January 1994
Confederation Life 1990 - 1994
Skills
Consulting, Process Improvement, Information Technology, Infrastructure, Business Process, Business Analysis, Program Management, Project Management, Integration, ITIL, CRM, Network Communications, Enterprise Architecture, Quality Assurance, Business, Microsoft Exchange, Project Plans, Software Development, IT Management, Project Planning, Security, Management, Data Center, PMP, Analysis
Education
Ryerson University
BSc Applied Computer Science, Applied Computer Science
Ryerson University
Bachelor of Science, Applied Computer Science (Degree); Electrical Engineering Technology
Ryerson University
Bachelor of Science (BSc), Applied Computer Science
CIBC March 2012 - Present
Hewlett Packard October 2009 - March 2012
Synersys Consulting (USA) January 2001 - January 2009
Windermere 2003 - 2005
iPIX, Internet Picture Corp January 2000 - January 2000
Synersys (Canada) January 1996 - January 1999
Eaton Company January 1995 - January 1996
Peat Marwick Thorne Inc January 1994 - January 1995
Confederation Life Insurance Company January 1990 - January 1994
Confederation Life 1990 - 1994
Skills
Consulting, Process Improvement, Information Technology, Infrastructure, Business Process, Business Analysis, Program Management, Project Management, Integration, ITIL, CRM, Network Communications, Enterprise Architecture, Quality Assurance, Business, Microsoft Exchange, Project Plans, Software Development, IT Management, Project Planning, Security, Management, Data Center, PMP, Analysis
Education
Ryerson University
BSc Applied Computer Science, Applied Computer Science
Ryerson University
Bachelor of Science, Applied Computer Science (Degree); Electrical Engineering Technology
Ryerson University
Bachelor of Science (BSc), Applied Computer Science
Peter Williams, CFA Peter Williams, CFA's Confederation Life Experience March 1991 - June 1994
Job Mergers & Acquisitions | Small Business Consulting | Business Valuation
Industry Management Consulting
Experience
University of Georgia - Small Business Development Center June 2013 - Present
Fairview Capital Advisors, LLC July 2002 - June 2013
Jacobs Capital/Virtual Advisors, LLC January 1999 - June 2002
River Capital June 1994 - December 1998
Confederation Life March 1991 - June 1994
Metropolitan Life Insurance Company June 1987 - March 1991
Various 1984 - 1986
Skills
Management Consulting, Strategic Planning, Mergers & Acquisitions, Valuation, Private Equity, Financial Analysis, Business Development, Financial Modeling, Due Diligence, Corporate Finance
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance, Accounting
Ripon College 1981 — 1985
BA, English, Economics
University of Georgia - Small Business Development Center June 2013 - Present
Fairview Capital Advisors, LLC July 2002 - June 2013
Jacobs Capital/Virtual Advisors, LLC January 1999 - June 2002
River Capital June 1994 - December 1998
Confederation Life March 1991 - June 1994
Metropolitan Life Insurance Company June 1987 - March 1991
Various 1984 - 1986
Skills
Management Consulting, Strategic Planning, Mergers & Acquisitions, Valuation, Private Equity, Financial Analysis, Business Development, Financial Modeling, Due Diligence, Corporate Finance
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance, Accounting
Ripon College 1981 — 1985
BA, English, Economics
Ralph Jordan Ralph Jordan's Confederation Life Experience 1988 - 1991
Job Senior Healthcare Executive | Monetizing Technology and Organizations across Medtech / Device / Digital Healthcare
Industry Medical Devices
Experience
Polaris Surgical 2013 - Present
CardioMEMS (acquired by St. Jude Medical) 2006 - October 2014
Sciele Pharma 1999 - 2006
Lawrence M. Gold, P.C. 1997 - 1998
Wagner, Johnston & Rosenthal, P.C. 1994 - 1997
Confederation Life 1988 - 1991
BP 1986 - 1988
Skills
Medical Devices, Start-ups, Product Development, Business Development, Business Strategy, Commercialization, Strategic Planning, Pharmaceutical Industry, FDA, Biotechnology, Healthcare, Business Planning, Market Development, Marketing Strategy, Cardiology, Sales Management, Urology, Product Launch, Competitive Analysis, New Business Development, Cross-functional Team..., R&D
Education
Georgia State University
M.B.A.
University of Georgia School of Law
J.D.
University of Virginia
B.S. Commerce, Finance
Polaris Surgical 2013 - Present
CardioMEMS (acquired by St. Jude Medical) 2006 - October 2014
Sciele Pharma 1999 - 2006
Lawrence M. Gold, P.C. 1997 - 1998
Wagner, Johnston & Rosenthal, P.C. 1994 - 1997
Confederation Life 1988 - 1991
BP 1986 - 1988
Skills
Medical Devices, Start-ups, Product Development, Business Development, Business Strategy, Commercialization, Strategic Planning, Pharmaceutical Industry, FDA, Biotechnology, Healthcare, Business Planning, Market Development, Marketing Strategy, Cardiology, Sales Management, Urology, Product Launch, Competitive Analysis, New Business Development, Cross-functional Team..., R&D
Education
Georgia State University
M.B.A.
University of Georgia School of Law
J.D.
University of Virginia
B.S. Commerce, Finance
Julie Long, FALU, FLMI's Confederation Life Experience August 1989 - June 1994
Job 2nd Vice President Underwriting at Protective Life
Industry Insurance
Experience
Protective Life November 1996 - Present
AIG 1994 - 1996
Confederation Life August 1989 - June 1994
Southern Farm Bureau 1983 - 1987
Skills
Underwriting, Health Insurance, Insurance, Disability Insurance, Negotiation, Customer Service, Term Life Insurance, Retirement, Fixed Annuities, Universal Life, Life Insurance, Investments, Brokers, Long-term Care, Claim, Critical Illness, Reinsurance, General Insurance, Retirement Planning, Property & Casualty..., Employee Benefits
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business management
Protective Life November 1996 - Present
AIG 1994 - 1996
Confederation Life August 1989 - June 1994
Southern Farm Bureau 1983 - 1987
Skills
Underwriting, Health Insurance, Insurance, Disability Insurance, Negotiation, Customer Service, Term Life Insurance, Retirement, Fixed Annuities, Universal Life, Life Insurance, Investments, Brokers, Long-term Care, Claim, Critical Illness, Reinsurance, General Insurance, Retirement Planning, Property & Casualty..., Employee Benefits
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business management
Susie Simpson's Confederation Life Experience 1985 - 1995
Job Executive Vice President at Fallon Benefits Group
Industry Insurance
Experience
Fallon Benefits Group September 2015 - Present
Fallon Benefits Group June 2007 - Present
Wachovia Insurance Services/Hamilton Dorsey Alston 1999 - 2007
Allmerica Financial 1995 - 1999
Confederation Life 1985 - 1995
Education
Georgia Southern University 1981 — 1985
BBA
Fallon Benefits Group September 2015 - Present
Fallon Benefits Group June 2007 - Present
Wachovia Insurance Services/Hamilton Dorsey Alston 1999 - 2007
Allmerica Financial 1995 - 1999
Confederation Life 1985 - 1995
Education
Georgia Southern University 1981 — 1985
BBA
Philip Curran's Confederation Life Experience 1984 - 1986
Job Director at TCG Consulting
Industry Management Consulting
Experience
TCG Consulting 2014 - Present
Ascension Benefits & Insurance Solutions 2012 - 2014
Craford Benefit Consultants 2010 - 2012
Potomac Human Capital Solutions LLC 2008 - 2010
Aon Hewitt 2007 - 2008
Aon Hewitt 2005 - 2007
PricewaterhouseCoopers 2001 - 2005
CompFirst, LLC 1999 - 2001
William M. Mercer, Inc. 1986 - 1999
Confederation Life 1984 - 1986
Skills
Mergers, Change Management, Vendor Management, Wellness, Managed Care, Employee Benefits, Benefits, Human Capital Management, Talent Management, Employee Relations, Employee Engagement, Talent Acquisition, HR Consulting, Health Insurance, Organizational..., Compliance, Benefits Administration, Strategic Planning, Outsourcing, Strategy Development, Mentoring, Consumer Directed..., Global HR, HR Transformation, Human Resources, Strategy, Performance Management, Personnel Management, Management, Recruiting, Consumer Healthcare, Underwriting, Leadership, Mergers & Acquisitions, Business Process, Business Development, Program Management, Succession Planning, Deferred Compensation, Workers Compensation, HRIS, Workforce Planning, Organizational Design, Consulting, Team Leadership, Executive Management, CRM, Executive Pay, Health Savings Accounts, Executive Coaching
Education
Trinity College
MBA, Human Resource Management
Trinity College
BS, Business Administration
The University of Georgia
TCG Consulting 2014 - Present
Ascension Benefits & Insurance Solutions 2012 - 2014
Craford Benefit Consultants 2010 - 2012
Potomac Human Capital Solutions LLC 2008 - 2010
Aon Hewitt 2007 - 2008
Aon Hewitt 2005 - 2007
PricewaterhouseCoopers 2001 - 2005
CompFirst, LLC 1999 - 2001
William M. Mercer, Inc. 1986 - 1999
Confederation Life 1984 - 1986
Skills
Mergers, Change Management, Vendor Management, Wellness, Managed Care, Employee Benefits, Benefits, Human Capital Management, Talent Management, Employee Relations, Employee Engagement, Talent Acquisition, HR Consulting, Health Insurance, Organizational..., Compliance, Benefits Administration, Strategic Planning, Outsourcing, Strategy Development, Mentoring, Consumer Directed..., Global HR, HR Transformation, Human Resources, Strategy, Performance Management, Personnel Management, Management, Recruiting, Consumer Healthcare, Underwriting, Leadership, Mergers & Acquisitions, Business Process, Business Development, Program Management, Succession Planning, Deferred Compensation, Workers Compensation, HRIS, Workforce Planning, Organizational Design, Consulting, Team Leadership, Executive Management, CRM, Executive Pay, Health Savings Accounts, Executive Coaching
Education
Trinity College
MBA, Human Resource Management
Trinity College
BS, Business Administration
The University of Georgia
Teresa Winer's Confederation Life Experience 1992 - 1994
Job Actuary, Office of Insurance and Fire Safety Commissioner
Industry Insurance
Experience
Office of Insurance and Fire Safety Commissioner, Georgia April 2012 - Present
Amazon January 2012 - January 2013
Risk Lighthouse, LLC May 2010 - April 2012
John M. Bragg and Associates, Inc. January 2002 - May 2010
Chastain Financial Services 1995 - May 2010
Confederation Life 1992 - 1994
ING 1982 - 1992
Life of Georgia 1982 - 1992
Skills
Strategic Planning, Research, Actuarial, Actuarial Science, Underwriting, Insurance, Health Insurance, Pricing, Risk Management, Employee Benefits, Management, Financial Modeling, Statistics, Term Life Insurance, Financial Analysis, Life Insurance, Investments, Disability Insurance, Consulting, Financial Risk, Data Analysis, Marketing
Education
Society of Actuaries 1981 — 1992
FSA, Actuarial Science
Georgia State University - J. Mack Robinson College of Business 1979 — 1982
MAS, Actuarial Science
Emory University 1975 — 1979
BA, Math
Florida State University 1973 — 1974
N/A, A few courses when in high school, during the summer
Office of Insurance and Fire Safety Commissioner, Georgia April 2012 - Present
Amazon January 2012 - January 2013
Risk Lighthouse, LLC May 2010 - April 2012
John M. Bragg and Associates, Inc. January 2002 - May 2010
Chastain Financial Services 1995 - May 2010
Confederation Life 1992 - 1994
ING 1982 - 1992
Life of Georgia 1982 - 1992
Skills
Strategic Planning, Research, Actuarial, Actuarial Science, Underwriting, Insurance, Health Insurance, Pricing, Risk Management, Employee Benefits, Management, Financial Modeling, Statistics, Term Life Insurance, Financial Analysis, Life Insurance, Investments, Disability Insurance, Consulting, Financial Risk, Data Analysis, Marketing
Education
Society of Actuaries 1981 — 1992
FSA, Actuarial Science
Georgia State University - J. Mack Robinson College of Business 1979 — 1982
MAS, Actuarial Science
Emory University 1975 — 1979
BA, Math
Florida State University 1973 — 1974
N/A, A few courses when in high school, during the summer
Dixon Wilcox Dixon Wilcox's Confederation Life Experience January 1991 - March 1994
Job Manager, IT Relationship Management
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey September 2014 - Present
Cognizant Technology Solutions September 2012 - September 2014
NASCO August 2010 - November 2012
University of South Carolina Aiken August 2001 - December 2009
ACS / Consultec March 1994 - August 1997
Confederation Life January 1991 - March 1994
ACE Mailing Service January 1990 - January 1991
US Navy April 1987 - September 1989
Skills
Business Analysis, Process Improvement, Medicaid, Systems Analysis, Business Intelligence, Healthcare IT, Business Alignment, IT Strategy, Process Management, Process analysis, System Testing, Test Management, Higher Education, Healthcare Information..., Quality Assurance, Enterprise Architecture, Testing, Process Analysis, Requirements Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
MS, Computer Information Systems
Newberry College 1984 — 1986
BS, Business
Horizon Blue Cross Blue Shield of New Jersey September 2014 - Present
Cognizant Technology Solutions September 2012 - September 2014
NASCO August 2010 - November 2012
University of South Carolina Aiken August 2001 - December 2009
ACS / Consultec March 1994 - August 1997
Confederation Life January 1991 - March 1994
ACE Mailing Service January 1990 - January 1991
US Navy April 1987 - September 1989
Skills
Business Analysis, Process Improvement, Medicaid, Systems Analysis, Business Intelligence, Healthcare IT, Business Alignment, IT Strategy, Process Management, Process analysis, System Testing, Test Management, Higher Education, Healthcare Information..., Quality Assurance, Enterprise Architecture, Testing, Process Analysis, Requirements Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
MS, Computer Information Systems
Newberry College 1984 — 1986
BS, Business
Lisa Malloy Lisa Malloy's Confederation Life Experience May 1991 - May 1994
Job Regional Sales Director, Executive Benefits
Industry Insurance
Experience
MassMutual Financial Group February 2010 - Present
Aon Consulting May 1994 - January 2010
Confederation Life May 1991 - May 1994
Skills
Executive Pay, Disability Insurance, 401k, Defined Benefit, Employee Benefits, Retirement, Life Insurance, Long Term Care Insurance, Product Marketing, Account Management, Manage Client..., Non-Qualified Deferred..., Long-term Care, Insurance, ERISA, Health Savings Accounts, Retirement Planning, Term Life Insurance, Health Insurance, Brokers, Pensions, Whole Life
Education
The American College 1994 — 1996
Chartered Life Underwriter, Registered Employee Benefit Consultant
Georgia State University - J. Mack Robinson College of Business 1989 — 1991
BBA Finance, Finance
Milton High School
Milton High School
Milton High School
MassMutual Financial Group February 2010 - Present
Aon Consulting May 1994 - January 2010
Confederation Life May 1991 - May 1994
Skills
Executive Pay, Disability Insurance, 401k, Defined Benefit, Employee Benefits, Retirement, Life Insurance, Long Term Care Insurance, Product Marketing, Account Management, Manage Client..., Non-Qualified Deferred..., Long-term Care, Insurance, ERISA, Health Savings Accounts, Retirement Planning, Term Life Insurance, Health Insurance, Brokers, Pensions, Whole Life
Education
The American College 1994 — 1996
Chartered Life Underwriter, Registered Employee Benefit Consultant
Georgia State University - J. Mack Robinson College of Business 1989 — 1991
BBA Finance, Finance
Milton High School
Milton High School
Milton High School
Hal Moore Hal Moore's Confederation Life Experience 1989 - 1991
Job Texas Childrens Hospital Talent Acquisition Manager | Football Fanatic | Better looking Jerry Maguire
Industry Staffing and Recruiting
Experience
Kinetix July 2014 - Present
Experis March 2013 - July 2014
Various May 2012 - March 2013
CHASE Professionals July 2011 - April 2012
The Bolton Group February 2009 - July 2011
The Bolton Group November 2006 - February 2009
Self Employed January 2003 - November 2006
SITA June 1991 - January 2003
Confederation Life 1989 - 1991
Skills
Linux, Cisco Technologies, Executive Search, Technical Recruiting, Contract Recruitment, Talent Acquisition, Applicant Tracking..., Software Development, Sourcing, Agile Methodologies, Recruiting, XML, TCP/IP, Business Process..., Consulting, Business Intelligence, JavaScript, Networking, Human Resources, Oracle, Screening Resumes, Business Analysis, Internet Recruiting, MySQL, Unix, Staffing Services, Temporary Placement, Vendor Management, Permanent Placement, VMware, .NET, SDLC, Screening, Hiring, Temporary Staffing, Business Networking, Leadership, College Recruiting, Coaching, Interviews, Finance, Information Technology, Onboarding, Search, Talent Management, Cold Calling, Resume Writing, Recruitment Advertising, Benefits Negotiation, Training
Education
Georgia Institute of Technology
Ridgeview High School 1979 — 1983
Kinetix July 2014 - Present
Experis March 2013 - July 2014
Various May 2012 - March 2013
CHASE Professionals July 2011 - April 2012
The Bolton Group February 2009 - July 2011
The Bolton Group November 2006 - February 2009
Self Employed January 2003 - November 2006
SITA June 1991 - January 2003
Confederation Life 1989 - 1991
Skills
Linux, Cisco Technologies, Executive Search, Technical Recruiting, Contract Recruitment, Talent Acquisition, Applicant Tracking..., Software Development, Sourcing, Agile Methodologies, Recruiting, XML, TCP/IP, Business Process..., Consulting, Business Intelligence, JavaScript, Networking, Human Resources, Oracle, Screening Resumes, Business Analysis, Internet Recruiting, MySQL, Unix, Staffing Services, Temporary Placement, Vendor Management, Permanent Placement, VMware, .NET, SDLC, Screening, Hiring, Temporary Staffing, Business Networking, Leadership, College Recruiting, Coaching, Interviews, Finance, Information Technology, Onboarding, Search, Talent Management, Cold Calling, Resume Writing, Recruitment Advertising, Benefits Negotiation, Training
Education
Georgia Institute of Technology
Ridgeview High School 1979 — 1983
David Pincus's Confederation Life Experience 1986 - 1987
Job
Industry Investment Management
Experience
KR Capital Advisors, Inc. June 2000 - Present
Kirr Marbach & Co. 1995 - 2000
CL Capital Management / Confederation Life Insurance Co. 1987 - 1995
Confederation Life 1986 - 1987
Confederaton Life 1985 - 1986
Confederation Life 1982 - 1985
Skills
Investment Advisory, Equities, Portfolio Management, Asset Management, Equity Research, Options, Equity Research Analysis, Fixed Income, Bloomberg, Valuation
Education
Georgia State University 1983 — 1987
Doctor of Law (J.D.), Securties and business law, interned at S.E.C., graduated cum laude
Georgia State University 1980 — 1982
Master of Business Administration (MBA), Finance
Emory University 1976 — 1980
Bachelor's degree, History, Political Science and Philosophy, Triple major with honors in History
KR Capital Advisors, Inc. June 2000 - Present
Kirr Marbach & Co. 1995 - 2000
CL Capital Management / Confederation Life Insurance Co. 1987 - 1995
Confederation Life 1986 - 1987
Confederaton Life 1985 - 1986
Confederation Life 1982 - 1985
Skills
Investment Advisory, Equities, Portfolio Management, Asset Management, Equity Research, Options, Equity Research Analysis, Fixed Income, Bloomberg, Valuation
Education
Georgia State University 1983 — 1987
Doctor of Law (J.D.), Securties and business law, interned at S.E.C., graduated cum laude
Georgia State University 1980 — 1982
Master of Business Administration (MBA), Finance
Emory University 1976 — 1980
Bachelor's degree, History, Political Science and Philosophy, Triple major with honors in History
Elias Khamissi's Confederation Life Experience August 1990 - February 1994
Job Director, IT Architecture at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial January 1999 - October 2011
Sun Life Financial March 1994 - December 1998
Confederation Life August 1990 - February 1994
New York Life Insurance Co. June 1988 - August 1990
New York Life Insurance Co. October 1986 - June 1988
Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle
Education
York University 1990 — 1991
Business Administration - Graduate Studies
Lebanese American University 1981 — 1985
B.Sc., Computer Science
Sun Life Financial October 2011 - Present
Sun Life Financial January 1999 - October 2011
Sun Life Financial March 1994 - December 1998
Confederation Life August 1990 - February 1994
New York Life Insurance Co. June 1988 - August 1990
New York Life Insurance Co. October 1986 - June 1988
Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle
Education
York University 1990 — 1991
Business Administration - Graduate Studies
Lebanese American University 1981 — 1985
B.Sc., Computer Science
Greg Finley's Confederation Life Experience 1980 - 1984
Job Regional Director of Sales West, Southeast, Canada
Industry Information Technology and Services
Experience
M&C Associates, LLC July 2004 - Present
Verascape, Inc. February 2002 - June 2004
Open Port Technology 1998 - 2000
Open Port Technology 1996 - 2000
LPC 1991 - 1993
Pitney Bowes 1991 - 1993
Pansophic Systems 1983 - 1989
Confederation Life 1980 - 1984
Art Benjamin and Associates 1979 - 1980
Skills
Product Management, Excel, Word, PowerPoint, Direct Sales, Sales Support, RFP preparation, Business Analysis, Competitive Analysis, Financial Analysis, Contract Negotiations, Technical Architecture, Troubleshooting, Creative Problem Solving, Customer Retention, Customer Relations, Trade Show Management, IVR, Visio, Project Management, Sales Engineering, Microsoft Excel, Salesforce.com, Unified Communications, Solution Selling, Call Centers, VoIP, Telephony, Contact Centers, CTI, Avaya, Pre-sales, Wireless, Professional Services, Telecommunications, SaaS, Program Management, Managed Services, Strategy, SIP, IP, Enterprise Software, Sales Operations, Avaya Technologies
Education
Elmhurst College 2003 — 2005
Master of Business Administration (M.B.A.), General Management, 4.0/4.0
Northern Illinois University 1996 — 1999
BSc, Computer Science, 3.2/4.0
Ryerson University 1977 — 1980
CPTR, Computer Science, 3.2/4.0
M&C Associates, LLC July 2004 - Present
Verascape, Inc. February 2002 - June 2004
Open Port Technology 1998 - 2000
Open Port Technology 1996 - 2000
LPC 1991 - 1993
Pitney Bowes 1991 - 1993
Pansophic Systems 1983 - 1989
Confederation Life 1980 - 1984
Art Benjamin and Associates 1979 - 1980
Skills
Product Management, Excel, Word, PowerPoint, Direct Sales, Sales Support, RFP preparation, Business Analysis, Competitive Analysis, Financial Analysis, Contract Negotiations, Technical Architecture, Troubleshooting, Creative Problem Solving, Customer Retention, Customer Relations, Trade Show Management, IVR, Visio, Project Management, Sales Engineering, Microsoft Excel, Salesforce.com, Unified Communications, Solution Selling, Call Centers, VoIP, Telephony, Contact Centers, CTI, Avaya, Pre-sales, Wireless, Professional Services, Telecommunications, SaaS, Program Management, Managed Services, Strategy, SIP, IP, Enterprise Software, Sales Operations, Avaya Technologies
Education
Elmhurst College 2003 — 2005
Master of Business Administration (M.B.A.), General Management, 4.0/4.0
Northern Illinois University 1996 — 1999
BSc, Computer Science, 3.2/4.0
Ryerson University 1977 — 1980
CPTR, Computer Science, 3.2/4.0
Leefa Roe's Confederation Life Experience August 1991 - March 1992
Job Senior Developer at ACS
Industry Computer Software
Experience
ACS March 1993 - Present
Consultec March 1993 - June 1999
Confederation Life August 1991 - March 1992
Price Waterhouse 1990 - 1991
EDS 1986 - 1990
Education
Clemson University 1981 — 1986
ACS March 1993 - Present
Consultec March 1993 - June 1999
Confederation Life August 1991 - March 1992
Price Waterhouse 1990 - 1991
EDS 1986 - 1990
Education
Clemson University 1981 — 1986
Peter Salo's Confederation Life Experience 1985 - 1995
Job Senior Project Manager at BMO Financial Group
Industry Information Technology and Services
Experience
Peter Salo and Associates 1995 - Present
BMO Financial Group July 2013 - January 2015
RBC Dexia Investor Services 2006 - May 2013
Ontario Ministry of the Environment 2005 - 2006
Kingsway Financial Services Inc. 2002 - 2005
City of Toronto 1995 - 2002
Confederation Life 1985 - 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Business Requirements, Project Management, Software Development, Enterprise Architecture, Program Management, Testing, Management Consulting, IT Strategy, Change Management
Education
George Brown College 1983 — 1985
Computer Technology and Business Administration Diploma
Lakehead University 1981 — 1984
BSc, Computer Sci, Mech, Eng. Tech., Env. studies
Peter Salo and Associates 1995 - Present
BMO Financial Group July 2013 - January 2015
RBC Dexia Investor Services 2006 - May 2013
Ontario Ministry of the Environment 2005 - 2006
Kingsway Financial Services Inc. 2002 - 2005
City of Toronto 1995 - 2002
Confederation Life 1985 - 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Business Requirements, Project Management, Software Development, Enterprise Architecture, Program Management, Testing, Management Consulting, IT Strategy, Change Management
Education
George Brown College 1983 — 1985
Computer Technology and Business Administration Diploma
Lakehead University 1981 — 1984
BSc, Computer Sci, Mech, Eng. Tech., Env. studies
Rob Male's Confederation Life Experience 1985 - 1990
Job Vice President at BB&T
Industry Banking
David Potrubacz's Confederation Life Experience 1900 - 1901
Job Manager Risk Management at Automobile Protection Corporation
Industry Insurance
Experience
Automobile Protection Corporation Manager - Insurance ProductsAutomobile Protection Corpation1996 - Present
Confederation Life 1900 - 1901
Skills
Process Improvement, Negotiation, Account Management, Operations Management, Strategic Planning, Management, New Business Development, Insurance, Competitive Analysis, Forecasting, Financial Analysis, Automotive, Customer Satisfaction, Financial Modeling, Customer Retention, Sales
Education
State University of New York College at Brockport 1983 — 1985
M.A., Mathematics
University of Rochester 1978 — 1983
Medina High School 1975 — 1978
Automobile Protection Corporation Manager - Insurance ProductsAutomobile Protection Corpation1996 - Present
Confederation Life 1900 - 1901
Skills
Process Improvement, Negotiation, Account Management, Operations Management, Strategic Planning, Management, New Business Development, Insurance, Competitive Analysis, Forecasting, Financial Analysis, Automotive, Customer Satisfaction, Financial Modeling, Customer Retention, Sales
Education
State University of New York College at Brockport 1983 — 1985
M.A., Mathematics
University of Rochester 1978 — 1983
Medina High School 1975 — 1978
Victor Kennedy's Confederation Life Experience June 1983 - June 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
SELF EMPLOYED 2006 - 2011
Sun Life Financial 1989 - 2004
Sun Life Financial November 1989 - February 1991
Confederation Life June 1983 - June 1989
Senior Systems Analyst 1979 - 1983
Skills
Cisco Technologies, Network Administration, IP, Network Design, Routers, Disaster Recovery, Network Architecture, Hardware, TCP/IP
Education
Online Self Study 2013 — 2013
CISCO certification, CCNA completed. Currently studying CCNP and CCNA wireless materials.
Continuing Study 2004 — 2013
Network Infrastructure
Michigan State University
Master of Science, Geotechnical Engineering, GPA 3.91
University of Strathclyde
Bachelor of Science, Civil Engineering
SELF EMPLOYED 2006 - 2011
Sun Life Financial 1989 - 2004
Sun Life Financial November 1989 - February 1991
Confederation Life June 1983 - June 1989
Senior Systems Analyst 1979 - 1983
Skills
Cisco Technologies, Network Administration, IP, Network Design, Routers, Disaster Recovery, Network Architecture, Hardware, TCP/IP
Education
Online Self Study 2013 — 2013
CISCO certification, CCNA completed. Currently studying CCNP and CCNA wireless materials.
Continuing Study 2004 — 2013
Network Infrastructure
Michigan State University
Master of Science, Geotechnical Engineering, GPA 3.91
University of Strathclyde
Bachelor of Science, Civil Engineering
Jeffrey Power's Confederation Life Experience 1985 - 1990
Job Director, Client Services at Interdev
Industry Computer Software
Experience
Interdev January 2010 - Present
Marsh Canada Limited 2000 - 2009
Marsh USA 2007 - December 2008
Marsh Inc. August 1995 - January 2000
Delcom Intl. 1990 - 1995
Confederation Life 1985 - 1990
Skills
SDLC, Insurance, Vendor Management, Business Analysis, Risk Management, Program Management, Software Project..., Business Intelligence, Project Portfolio..., Process Improvement, Requirements Analysis, IT Strategy, PMP, PMO, Project Management, Professional Services, Enterprise Architecture, Integration, Change Management, Requirements Gathering, CRM, IT Service Management, Analytics, Data Warehousing, SharePoint, Business Requirements, Microsoft SQL Server, Outsourcing, Business Process..., Business Transformation, Project Delivery, ITIL, Databases, Disaster Recovery, Quality Assurance, Cloud Computing, Software Documentation, Resource Management, IT Management, Agile Project Management, Software Development, Business Process, Governance, MS Project, Enterprise Software, Team Leadership, Solution Architecture, Visio, Strategy, Agile Methodologies
Education
Memorial University of Newfoundland 1979 — 1984
Bachelor of Science (B.Sc.), Mathematics and Computer Science
York University - Schulich School of Business
Business Administration and Management, General
Interdev January 2010 - Present
Marsh Canada Limited 2000 - 2009
Marsh USA 2007 - December 2008
Marsh Inc. August 1995 - January 2000
Delcom Intl. 1990 - 1995
Confederation Life 1985 - 1990
Skills
SDLC, Insurance, Vendor Management, Business Analysis, Risk Management, Program Management, Software Project..., Business Intelligence, Project Portfolio..., Process Improvement, Requirements Analysis, IT Strategy, PMP, PMO, Project Management, Professional Services, Enterprise Architecture, Integration, Change Management, Requirements Gathering, CRM, IT Service Management, Analytics, Data Warehousing, SharePoint, Business Requirements, Microsoft SQL Server, Outsourcing, Business Process..., Business Transformation, Project Delivery, ITIL, Databases, Disaster Recovery, Quality Assurance, Cloud Computing, Software Documentation, Resource Management, IT Management, Agile Project Management, Software Development, Business Process, Governance, MS Project, Enterprise Software, Team Leadership, Solution Architecture, Visio, Strategy, Agile Methodologies
Education
Memorial University of Newfoundland 1979 — 1984
Bachelor of Science (B.Sc.), Mathematics and Computer Science
York University - Schulich School of Business
Business Administration and Management, General
Carol Cook, FLMI, CTDP's Confederation Life Experience 1984 - 1988
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Dale Rayman's Confederation Life Experience 1982 - 1988
Job Chief Actuary OneExchange Active Towers Watson
Industry Health, Wellness and Fitness
Experience
Towers Watson June 1988 - Present
Towers Watson June 1988 - Present
Towers Perrin 1988 - Present
Confederation Life 1982 - 1988
Skills
Hospitals, Healthcare Industry, Healthcare Consulting, Pharmacy, Physicians, Managed Care, Health Insurance, Defined Benefit, Medicare, Health Policy, Health Care Reform, Employee Benefits, Actuarial Science, Insurance, Benefits Administration, Healthcare, Consulting, Strategic Planning
Education
Georgia State University 1995 — 1998
Master of Health Administration, Health/Health Care Administration/Management
University of Waterloo 1976 — 1981
Bachelor, Mathematics
Towers Watson June 1988 - Present
Towers Watson June 1988 - Present
Towers Perrin 1988 - Present
Confederation Life 1982 - 1988
Skills
Hospitals, Healthcare Industry, Healthcare Consulting, Pharmacy, Physicians, Managed Care, Health Insurance, Defined Benefit, Medicare, Health Policy, Health Care Reform, Employee Benefits, Actuarial Science, Insurance, Benefits Administration, Healthcare, Consulting, Strategic Planning
Education
Georgia State University 1995 — 1998
Master of Health Administration, Health/Health Care Administration/Management
University of Waterloo 1976 — 1981
Bachelor, Mathematics
Romy Wightman's Confederation Life Experience 1990 - 1993
Job Director Sales, Southwest Region at Maestro Healthcare Technology
Industry Financial Services
Experience
Maestro Health April 2014 - Present
Wealth Management Systems, Inc (WMSI) November 2011 - April 2014
RW Benefit Communications November 1998 - November 2011
Willis 1994 - 1998
Confederation Life 1990 - 1993
Confederation Life 1990 - 1993
Skills
Self Funding, Private Exchange, Employee Relations, Strategic Planning, Life Insurance, 401k, Relationship Management, Disability Insurance, Deferred Compensation, Financial Services, Health Savings Accounts, Team Building
Education
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance, General
Maestro Health April 2014 - Present
Wealth Management Systems, Inc (WMSI) November 2011 - April 2014
RW Benefit Communications November 1998 - November 2011
Willis 1994 - 1998
Confederation Life 1990 - 1993
Confederation Life 1990 - 1993
Skills
Self Funding, Private Exchange, Employee Relations, Strategic Planning, Life Insurance, 401k, Relationship Management, Disability Insurance, Deferred Compensation, Financial Services, Health Savings Accounts, Team Building
Education
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance, General
Kristin Stromberg - Flechsig's Confederation Life Experience 1992 - 1994
Job Insurance Professional
Industry Insurance
Experience
Golfnet January 2006 - September 2007
Emmanuel Church August 2002 - December 2005
ING - Southland Life 1997 - 2000
Life of Georgia 1994 - 1997
Confederation Life 1992 - 1994
Central Garden & Pet Supply 1990 - 1991
Capital Materials 1990 - 1990
Skills
Fundraising, Nonprofits, Claim, Life Insurance, Disability Insurance, Customer Service, Insurance, Underwriting, Invoicing, Claims Handling, Administrative..., Claims Management
Education
Elon University 1986 — 1989
BA, English
St. Andrews Episcopal School 1985 — 1986
HS diploma, some AP classes
Connelly School of the Holy Child 1983 — 1985
N/A, private school-english, math, science, Latin, Spanish
Golfnet January 2006 - September 2007
Emmanuel Church August 2002 - December 2005
ING - Southland Life 1997 - 2000
Life of Georgia 1994 - 1997
Confederation Life 1992 - 1994
Central Garden & Pet Supply 1990 - 1991
Capital Materials 1990 - 1990
Skills
Fundraising, Nonprofits, Claim, Life Insurance, Disability Insurance, Customer Service, Insurance, Underwriting, Invoicing, Claims Handling, Administrative..., Claims Management
Education
Elon University 1986 — 1989
BA, English
St. Andrews Episcopal School 1985 — 1986
HS diploma, some AP classes
Connelly School of the Holy Child 1983 — 1985
N/A, private school-english, math, science, Latin, Spanish
Matt Kaltenrieder's Confederation Life Experience 1991 - 1996
Job Assistant Treasurer at Corvisa LLC
Industry Financial Services
Experience
Corvisa 2012 - Present
Novation Companies 2008 - Present
NovaStar Financial 2002 - 2007
NovaStar Financial 1998 - 2002
Americo Life, Inc. 1996 - 1998
Confederation Life 1991 - 1996
Skills
Treasury Management, Financial Modeling, Risk Management, Business Analysis, Cash Management, Cash Flow Forecasting, Financial Forecasting, Investor Relations, Mortgage Lending, Strategic Planning, Leadership, Mortgage Banking, Finance, Banking, Financial Analysis, Mergers & Acquisitions
Education
Georgia State University 1993 — 1995
MBA, Finance
The University of Kansas 1986 — 1990
B.S., Business Administration
Corvisa 2012 - Present
Novation Companies 2008 - Present
NovaStar Financial 2002 - 2007
NovaStar Financial 1998 - 2002
Americo Life, Inc. 1996 - 1998
Confederation Life 1991 - 1996
Skills
Treasury Management, Financial Modeling, Risk Management, Business Analysis, Cash Management, Cash Flow Forecasting, Financial Forecasting, Investor Relations, Mortgage Lending, Strategic Planning, Leadership, Mortgage Banking, Finance, Banking, Financial Analysis, Mergers & Acquisitions
Education
Georgia State University 1993 — 1995
MBA, Finance
The University of Kansas 1986 — 1990
B.S., Business Administration
Anita Gaines, CPA, CIA's Confederation Life Experience 1992 - 1994
Job Director of Applications ERP at Piedmont Healthcare
Industry Hospital & Health Care
Experience
Piedmont Healthcare September 2013 - Present
Piedmont Healthcare September 2012 - August 2013
ING January 2005 - September 2012
ING January 2002 - January 2005
ING October 1999 - January 2002
Bank of America 1994 - 1999
Confederation Life 1992 - 1994
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Financial Analysis, Auditing, Sarbanes-Oxley, Financial Reporting, Process Improvement, Business Process..., PeopleSoft, Accounting, Analysis, Internal Audit, Change Management, Business Analysis, ERP, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Hyperion Enterprise, Financial Modeling, Financial Accounting, Finance, Financial Audits, Variance Analysis, General Ledger, GAAP, Hyperion, Financial Planning
Education
Catholic Business Conference
Catholic Business Conference
Mercer University - Stetson School of Business and Economics
MAcc, Master of Accountancy
Kennesaw State University - Michael J. Coles College of Business
B.B.A., Accounting
Piedmont Healthcare September 2013 - Present
Piedmont Healthcare September 2012 - August 2013
ING January 2005 - September 2012
ING January 2002 - January 2005
ING October 1999 - January 2002
Bank of America 1994 - 1999
Confederation Life 1992 - 1994
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Financial Analysis, Auditing, Sarbanes-Oxley, Financial Reporting, Process Improvement, Business Process..., PeopleSoft, Accounting, Analysis, Internal Audit, Change Management, Business Analysis, ERP, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Hyperion Enterprise, Financial Modeling, Financial Accounting, Finance, Financial Audits, Variance Analysis, General Ledger, GAAP, Hyperion, Financial Planning
Education
Catholic Business Conference
Catholic Business Conference
Mercer University - Stetson School of Business and Economics
MAcc, Master of Accountancy
Kennesaw State University - Michael J. Coles College of Business
B.B.A., Accounting
Debbie Levy Sloan's Confederation Life Experience September 1989 - December 1997
Job Interior Decorator/Photographer at Deborah Sloan Designs, LLC
Industry Photography
Experience
Debbie Sloan Photography July 2010 - Present
Deborah Sloan Designs, LLC April 2005 - Present
Susan Healy Home Consulting April 2004 - April 2005
CD Group July 1998 - March 2004
Confederation Life September 1989 - December 1997
Skills
Real Estate, Marketing Strategy, Salesforce.com, New Business Development, Lead Generation, Marketing
Education
Art Institute of Atlanta 2007 — 2009
Diploma Program, Residential Interior Design
Emory University 1985 — 1989
BA, Political Science, French, Sociology
The Taft School 1982 — 1985
Debbie Sloan Photography July 2010 - Present
Deborah Sloan Designs, LLC April 2005 - Present
Susan Healy Home Consulting April 2004 - April 2005
CD Group July 1998 - March 2004
Confederation Life September 1989 - December 1997
Skills
Real Estate, Marketing Strategy, Salesforce.com, New Business Development, Lead Generation, Marketing
Education
Art Institute of Atlanta 2007 — 2009
Diploma Program, Residential Interior Design
Emory University 1985 — 1989
BA, Political Science, French, Sociology
The Taft School 1982 — 1985
Colin Devine's Confederation Life Experience June 1990 - August 1994
Job Managing Director at Jefferies LLC
Industry Insurance
Experience
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Orson Chin Cheong's Confederation Life Experience 1989 - 1994
Job Sr. Systems Administrator at Teranet Inc.
Industry Information Technology and Services
Experience
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Edward McMillan's Confederation Life Experience August 1989 - May 1998
Job Principal Analyst at Affiliated Computer Services
Industry Information Technology and Services
Experience
Affiliated Computer Services Systems Analyst - Accounting ApplicationsCanada LifeFebruary 2002 - May 2004
Confederation Life August 1989 - May 1998
John Hancock September 1980 - August 1989
Education
Knoxville College 1977 — 1979
BA, Business
Tuskegee University 1969 — 1970
Architecture
Affiliated Computer Services Systems Analyst - Accounting ApplicationsCanada LifeFebruary 2002 - May 2004
Confederation Life August 1989 - May 1998
John Hancock September 1980 - August 1989
Education
Knoxville College 1977 — 1979
BA, Business
Tuskegee University 1969 — 1970
Architecture
Donald Colson, MSFS, CLU, ChFC, RICP's Confederation Life Experience 1990 - 1995
Job Senior Development Manger at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
New York Life June 2011 - July 2012
New York Life Insurance Company March 2009 - June 2011
New York Life Insurance Company April 2004 - March 2009
Canada Life December 2000 - December 2004
Confederation Life 1990 - 1995
Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance
Education
Auburn University 1973 — 1978
B.S., Geology
The American College 1999 — 2004
MS, Financial Services
New York Life Insurance Company June 2013 - Present
New York Life June 2011 - July 2012
New York Life Insurance Company March 2009 - June 2011
New York Life Insurance Company April 2004 - March 2009
Canada Life December 2000 - December 2004
Confederation Life 1990 - 1995
Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance
Education
Auburn University 1973 — 1978
B.S., Geology
The American College 1999 — 2004
MS, Financial Services
Heather Dalcourt's Confederation Life Experience 1989 - 1995
Job Human Resources Consultant
Industry Human Resources
Experience
Knightsbridge Human Capital Solutions November 2007 - Present
Open Solutions Canada 2001 - 2007
TSX Group (pka CNDX, VSE) 1996 - 2001
Confederation Life 1989 - 1995
Citibank - Canada 1984 - 1989
Skills
Performance Management, Executive Coaching, Leadership Development, Employee Engagement, Personnel Management, Human Resources, Strategy, Employee Benefits, Workshop Facilitation, Succession Planning, Talent Management, HR Consulting, Organizational..., Workforce Planning, Management Consulting, Organizational Design, Career Development, Career Management, Organizational..., Talent Acquisition, Onboarding, Deferred Compensation, Executive Development
Education
Harvard Business School 1995 — 1995
Strategic Human Resource Management
The University of British Columbia 1962 — 1966
Bachelor of Arts, English, and Philosphy
Knightsbridge Human Capital Solutions November 2007 - Present
Open Solutions Canada 2001 - 2007
TSX Group (pka CNDX, VSE) 1996 - 2001
Confederation Life 1989 - 1995
Citibank - Canada 1984 - 1989
Skills
Performance Management, Executive Coaching, Leadership Development, Employee Engagement, Personnel Management, Human Resources, Strategy, Employee Benefits, Workshop Facilitation, Succession Planning, Talent Management, HR Consulting, Organizational..., Workforce Planning, Management Consulting, Organizational Design, Career Development, Career Management, Organizational..., Talent Acquisition, Onboarding, Deferred Compensation, Executive Development
Education
Harvard Business School 1995 — 1995
Strategic Human Resource Management
The University of British Columbia 1962 — 1966
Bachelor of Arts, English, and Philosphy
Paula Kern's Confederation Life Experience 1984 - 1998
Job Assistant Vice President at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
The Phoenix Companies August 1998 - Present
Phoenix Life Insurance Company 1998 - Present
Confederation Life Insurance Company (US) 1984 - 1998
Confederation Life 1984 - 1998
Education
Gustavus Adolphus College 1977 — 1981
Bachelor of Arts (B.A.), Business/Commerce, General
Bryan Parker's Confederation Life Experience 1988 - 1993
Job Industry Expert, Insurance IBU at SAP
Industry Information Technology and Services
Experience
SAP January 2015 - Present
SAP 2012 - December 2014
AQS Systems 2009 - 2012
SunGard Insurance Systems 2006 - 2009
Document Sciences Corp 2003 - 2006
InSystems Technologies 1998 - 2003
ING Southland Life 1993 - 1998
Confederation Life 1988 - 1993
Dyer, Wells and Associates 1984 - 1988
Ogilvy & Mather 1983 - 1984
Skills
Sales, Solution Selling, Insurance, Direct Sales, Business Process, Management, Enterprise Software, Business Process..., Marketing, Business Development, Property & Casualty..., New Business Development, SaaS, Salesforce.com, Professional Services, Sales Management, Strategic Partnerships, Selling, Start-ups, CRM, Sales Process, Business Analysis
Education
University of Georgia - Terry College of Business 1981 — 1983
MBA, Marketing
University of Georgia 1975 — 1980
Bachelor of Science in Agriculture, Agricultural Economics
SAP January 2015 - Present
SAP 2012 - December 2014
AQS Systems 2009 - 2012
SunGard Insurance Systems 2006 - 2009
Document Sciences Corp 2003 - 2006
InSystems Technologies 1998 - 2003
ING Southland Life 1993 - 1998
Confederation Life 1988 - 1993
Dyer, Wells and Associates 1984 - 1988
Ogilvy & Mather 1983 - 1984
Skills
Sales, Solution Selling, Insurance, Direct Sales, Business Process, Management, Enterprise Software, Business Process..., Marketing, Business Development, Property & Casualty..., New Business Development, SaaS, Salesforce.com, Professional Services, Sales Management, Strategic Partnerships, Selling, Start-ups, CRM, Sales Process, Business Analysis
Education
University of Georgia - Terry College of Business 1981 — 1983
MBA, Marketing
University of Georgia 1975 — 1980
Bachelor of Science in Agriculture, Agricultural Economics
Richard Burton's Confederation Life Experience 1992 - 1993
Job Vice President & Corporate Controller at McCain Foods Limited
Industry Food Production
Experience
McCain Foods Limited April 2001 - Present
McCain Foods Limited 1999 - 2001
McCain Foods Limited 1996 - 1999
Confederation Life 1992 - 1993
KPMG Canada 1989 - 1992
Price Waterhouse 1976 - 1981
Skills
Financial Analysis, Financial Accounting, Finance, Consolidation, IFRS, Financial Reporting, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Modeling, External Audit, Internal Audit
Education
Royal Holloway, University of London 1973 — 1976
B Sc., Mathematics
McCain Foods Limited April 2001 - Present
McCain Foods Limited 1999 - 2001
McCain Foods Limited 1996 - 1999
Confederation Life 1992 - 1993
KPMG Canada 1989 - 1992
Price Waterhouse 1976 - 1981
Skills
Financial Analysis, Financial Accounting, Finance, Consolidation, IFRS, Financial Reporting, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Modeling, External Audit, Internal Audit
Education
Royal Holloway, University of London 1973 — 1976
B Sc., Mathematics
Sam Reda, CFA's Confederation Life Experience 1977 - 1988
Job Chairman at Triasima Portfolio Management
Industry Investment Management
Experience
Maralex Capital Inc. 2011 - Present
Fiera Sceptre Inc. 2005 - 2011
Natcan Investment Management 2002 - 2005
TAL Global Asset Management 1988 - 2002
Confederation Life 1977 - 1988
Skills
Asset Managment, Asset Allocation, Bloomberg, Investments, Equities, Alternative Investments, Derivatives, Hedge Funds, Asset Management, Portfolio Management, Investment Strategies
Education
McGill University
Directors Education Program
CFA Institute
Chartered Financial Analyst (CFA)
McGill University
Bachelor of Commerce
Maralex Capital Inc. 2011 - Present
Fiera Sceptre Inc. 2005 - 2011
Natcan Investment Management 2002 - 2005
TAL Global Asset Management 1988 - 2002
Confederation Life 1977 - 1988
Skills
Asset Managment, Asset Allocation, Bloomberg, Investments, Equities, Alternative Investments, Derivatives, Hedge Funds, Asset Management, Portfolio Management, Investment Strategies
Education
McGill University
Directors Education Program
CFA Institute
Chartered Financial Analyst (CFA)
McGill University
Bachelor of Commerce
Larry Nordin's Confederation Life Experience 1975 - 1985
Job
Industry
Experience
Medical Risk Managers 2002 - 2010
ING 1985 - 2000
Confederation Life 1975 - 1985
Education
University of Pennsylvania - The Wharton School 1969 — 1973
BC Econ, Insurance
Medical Risk Managers 2002 - 2010
ING 1985 - 2000
Confederation Life 1975 - 1985
Education
University of Pennsylvania - The Wharton School 1969 — 1973
BC Econ, Insurance
Terry O'Krafka's Confederation Life Experience May 1977 - August 1994
Job Group Insurance Professional
Industry Insurance
Experience
Manulife Financial 1994 - 2009
Confederation Life May 1977 - August 1994
Skills
Employee Benefits, Disability Insurance, Critical Illness, Health Insurance, Mutual Funds, Pensions, Life Insurance, Insurance, Retirement, Retirement Planning, Underwriting
Education
Laurentian University/Université Laurentienne 1974 — 1977
Bachelor's degree, Economics
Manulife Financial 1994 - 2009
Confederation Life May 1977 - August 1994
Skills
Employee Benefits, Disability Insurance, Critical Illness, Health Insurance, Mutual Funds, Pensions, Life Insurance, Insurance, Retirement, Retirement Planning, Underwriting
Education
Laurentian University/Université Laurentienne 1974 — 1977
Bachelor's degree, Economics
Rose Henry, CBAP's Confederation Life Experience January 1985 - August 1995
Job Business Systems Analyst at Municipal Property Assessment Corporation (MPAC)
Industry Information Technology and Services
Experience
Intact Financial (formerly ING Financial) July 1997 - December 2012
St. Paul Fire and Marine (1996-1997) April 1996 - June 1997
Toronto Hydro October 1995 - April 1996
Confederation Life January 1985 - August 1995
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Gap Analysis, SDLC, Visio, Functional..., User Acceptance Testing, Requirements Management, Business Process, Business Process Mapping, JAD, Systems Analysis, Waterfall, Software Documentation, Business Process Design, Business Process..., SharePoint, Requirement..., Business Intelligence, Quality Assurance, Testing, Process Improvement
Education
IIBA
CBAP
Brock University 2004 — 2006
Certificate in Adult Education
Durham College
McLaughlin Masters Certificate in Project Management, Project Management
George Brown College
Technical Writing Certification, Technical Communications
Erdiston Teachers College
Elementary Education and Teaching
Intact Financial (formerly ING Financial) July 1997 - December 2012
St. Paul Fire and Marine (1996-1997) April 1996 - June 1997
Toronto Hydro October 1995 - April 1996
Confederation Life January 1985 - August 1995
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Gap Analysis, SDLC, Visio, Functional..., User Acceptance Testing, Requirements Management, Business Process, Business Process Mapping, JAD, Systems Analysis, Waterfall, Software Documentation, Business Process Design, Business Process..., SharePoint, Requirement..., Business Intelligence, Quality Assurance, Testing, Process Improvement
Education
IIBA
CBAP
Brock University 2004 — 2006
Certificate in Adult Education
Durham College
McLaughlin Masters Certificate in Project Management, Project Management
George Brown College
Technical Writing Certification, Technical Communications
Erdiston Teachers College
Elementary Education and Teaching
Edward (Ted) Parsons, CLU,CHFC,MBA's Confederation Life Experience January 1968 - December 1988
Job Truste Canadian Navy Memorial Trust (HMCS Sackville)
Industry Banking
Experience
Canadian Navy Memorial Trust (HMCS Sackville) March 2012 - Present
TD January 1998 - October 2008
Prudential Financial January 1988 - December 1997
Confederation Life January 1968 - December 1988
Education
The University of Western Ontario 1975 — 1980
Master of Business Administration (MBA)
University of King's College 1957 — 1959
Bachelor of Arts (B.A.), Military History
Central Consolidated High School
Canadian Navy Memorial Trust (HMCS Sackville) March 2012 - Present
TD January 1998 - October 2008
Prudential Financial January 1988 - December 1997
Confederation Life January 1968 - December 1988
Education
The University of Western Ontario 1975 — 1980
Master of Business Administration (MBA)
University of King's College 1957 — 1959
Bachelor of Arts (B.A.), Military History
Central Consolidated High School
Timothy Kastrinelis's Confederation Life Experience 1987 - 1994
Job Senior Vice President, Distribution Partnerships at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Catherine Edmiston's Confederation Life Experience August 1983 - December 1984
Job Case Manager at Independent Life Brokerage
Industry Insurance
Experience
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Miriam Hameda Barran's Confederation Life Experience May 1970 - October 1983
Job Unfranchise Owner at Shop.com/Essence4Life
Industry Health, Wellness and Fitness
Experience
Shop.com/Essence4Life March 2010 - Present
Your health Solutions January 2008 - December 2011
--Self employed January 2010 - September 2011
Confederation Life May 1970 - October 1983
in Guyana January 1961 - November 1970
Skills
Teaching, Entrepreneur, cake decorating, Customer Service
Education
Ryerson University 1986 — 1988
Berbice High 1958 — 1962
GCE, Science and Math
Shop.com/Essence4Life March 2010 - Present
Your health Solutions January 2008 - December 2011
--Self employed January 2010 - September 2011
Confederation Life May 1970 - October 1983
in Guyana January 1961 - November 1970
Skills
Teaching, Entrepreneur, cake decorating, Customer Service
Education
Ryerson University 1986 — 1988
Berbice High 1958 — 1962
GCE, Science and Math
Arlene McDowell's Confederation Life Experience 1991 - August 1994
Job Portfolio/Program/Senior Project Manager
Industry Information Technology and Services
Experience
Toronto Ontario September 2014 - Present
The Dominion of Canada General Insurance Company May 2010 - August 2014
The Dominion of Canada General Insurance Company October 2009 - May 2010
IBM Canada Ltd. November 1996 - October 2009
Confederation Life Insurance Company 1994 - 1996
Confederation Life 1991 - August 1994
Skills
IT Strategy, Business Requirements, Business Analysis, Enterprise Architecture, PMO, PMP, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Business Process, Exceptional People..., People Skills, SOA, Vendor Management, Integration, Software Development, Project Management, Project Delivery, Cross-functional Team..., People Management, Program Development, Strategic Planning, Program Management, Change Management, Information Management, Process Improvement
Education
The George Washington University
Masters Certificate in Project Management, Project Management
University of the West Indies, Kingston, Jamaica
Batchelor of Science
Toronto Ontario September 2014 - Present
The Dominion of Canada General Insurance Company May 2010 - August 2014
The Dominion of Canada General Insurance Company October 2009 - May 2010
IBM Canada Ltd. November 1996 - October 2009
Confederation Life Insurance Company 1994 - 1996
Confederation Life 1991 - August 1994
Skills
IT Strategy, Business Requirements, Business Analysis, Enterprise Architecture, PMO, PMP, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Business Process, Exceptional People..., People Skills, SOA, Vendor Management, Integration, Software Development, Project Management, Project Delivery, Cross-functional Team..., People Management, Program Development, Strategic Planning, Program Management, Change Management, Information Management, Process Improvement
Education
The George Washington University
Masters Certificate in Project Management, Project Management
University of the West Indies, Kingston, Jamaica
Batchelor of Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO