SunLife Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 1 (800) 786-5433 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
SunLife Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunLife Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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328 SunLife Financial employees in database. Find out everything there's to know about SunLife Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SunLife Financial Employees
Employee
Years
Job
Industry
Rashmi Gandhi, CPA, CMA Rashmi Gandhi, CPA, CMA's SunLife Financial Experience March 2011 - March 2013
Job Accountant at Telmetrics Inc
Industry Financial Services
Experience
Telmetrics Inc May 2014 - Present
Superior Energy January 2013 - May 2014
Sunlife Financial March 2011 - March 2013
Manulife Financial August 2008 - March 2011
Individual Insurance Finance May 2007 - August 2008
A.R Kaufman Public School September 2005 - June 2007
RBC Financial Group September 2004 - June 2006
Skills
Analytical and problem..., Strong quantitative and..., Proactive, Experience in..., Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting, IFRS, Access, Word, PowerPoint, Forecasting, Budgeting, Reconciliation, Accounts Receivable, Excel, Accounts Payable, General Ledger, Auditing, Microsoft Excel, Account Reconciliation, Accounting, Finance, Analysis
Education
Certified Management Accountants of Ontario 2009 — 2012
Certified Management Accountant (CMA), 86%
University of Guelph 2004 — 2007
BBA, Accounting & Finance
Telmetrics Inc May 2014 - Present
Superior Energy January 2013 - May 2014
Sunlife Financial March 2011 - March 2013
Manulife Financial August 2008 - March 2011
Individual Insurance Finance May 2007 - August 2008
A.R Kaufman Public School September 2005 - June 2007
RBC Financial Group September 2004 - June 2006
Skills
Analytical and problem..., Strong quantitative and..., Proactive, Experience in..., Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting, IFRS, Access, Word, PowerPoint, Forecasting, Budgeting, Reconciliation, Accounts Receivable, Excel, Accounts Payable, General Ledger, Auditing, Microsoft Excel, Account Reconciliation, Accounting, Finance, Analysis
Education
Certified Management Accountants of Ontario 2009 — 2012
Certified Management Accountant (CMA), 86%
University of Guelph 2004 — 2007
BBA, Accounting & Finance
Paul Villanova Paul Villanova's SunLife Financial Experience January 2006 - March 2012
Job Senior Regional V.P. at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
Gregory Robb Gregory Robb's SunLife Financial Experience September 2004 - September 2006
Job Business Development
Industry Restaurants
Experience
Clean Cut Painting & Decorating Corporation November 2014 - Present
ServiceMaster of Markham July 2013 - November 2014
GHR Enterprises Inc. April 2013 - July 2013
Sugarbuds Village Bakery December 2009 - July 2013
NCO Technologies Inc. January 2009 - March 2013
Miller Waste Systems March 2008 - December 2008
Faro Construction Ltd. October 2006 - February 2008
SunLife Financial September 2004 - September 2006
Trans-Ware Transmission Ltd November 2002 - August 2004
Telus Mobility May 1998 - October 2002
Skills
Team Leadership, Document Management, Marketing, Training, Marketing Communications, Customer Service, Social Media, Sales Operations, Management, Scanners, Customer Experience, Event Planning, Product Marketing, Content Management, Account Management, Strategic Planning, Insurance, Sales, Start-ups, Internal Communications, Employee Benefits, Project Management, New Business Development, Leadership, Team Building, Business Development, Budgets
Education
Trent University 1992 — 1998
Bachelor of Arts (B.A.), History, Hons.
Centennial College of Applied Arts 1991 — 1992
Business Management, Entrepreneurship/Entrepreneurial Studies
Sir Oliver Mowat CI 1985 — 1990
High School
Clean Cut Painting & Decorating Corporation November 2014 - Present
ServiceMaster of Markham July 2013 - November 2014
GHR Enterprises Inc. April 2013 - July 2013
Sugarbuds Village Bakery December 2009 - July 2013
NCO Technologies Inc. January 2009 - March 2013
Miller Waste Systems March 2008 - December 2008
Faro Construction Ltd. October 2006 - February 2008
SunLife Financial September 2004 - September 2006
Trans-Ware Transmission Ltd November 2002 - August 2004
Telus Mobility May 1998 - October 2002
Skills
Team Leadership, Document Management, Marketing, Training, Marketing Communications, Customer Service, Social Media, Sales Operations, Management, Scanners, Customer Experience, Event Planning, Product Marketing, Content Management, Account Management, Strategic Planning, Insurance, Sales, Start-ups, Internal Communications, Employee Benefits, Project Management, New Business Development, Leadership, Team Building, Business Development, Budgets
Education
Trent University 1992 — 1998
Bachelor of Arts (B.A.), History, Hons.
Centennial College of Applied Arts 1991 — 1992
Business Management, Entrepreneurship/Entrepreneurial Studies
Sir Oliver Mowat CI 1985 — 1990
High School
Alpha PRISO Alpha PRISO's SunLife Financial Experience July 2011 - May 2012
Job President & CEO at Miracle Brand Company | Growth & Competitive Strategy | Transactions & Fair Trades | Rotman EMBA
Industry Food & Beverages
Experience
Miracle Brand Company September 2012 - Present
CGI 2012 - 2013
SunLife Financial July 2011 - May 2012
Amadeus North America February 2011 - June 2011
Thales Services July 2009 - January 2011
Accenture September 2007 - June 2009
Ericsson February 2007 - September 2007
Skills
Business Process..., Change Management, Business Transformation, Business Development, Management Consulting, Six Sigma, Strategy, People Development, Retail, Distribution, Continuous Improvement, Lean Management, Entrepreneurship, Outsourcing, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management
Execututive MBA (Candidate), General Management, Master
Université de Montréal - Ecole polytechnique de Montréal 2006 — 2007
Telecommunication Engineering
ESIGELEC - Ecole Superieure d'Ingenieurs en Genie Electrique 2004 — 2007
Master, Electrical Engineering
Miracle Brand Company September 2012 - Present
CGI 2012 - 2013
SunLife Financial July 2011 - May 2012
Amadeus North America February 2011 - June 2011
Thales Services July 2009 - January 2011
Accenture September 2007 - June 2009
Ericsson February 2007 - September 2007
Skills
Business Process..., Change Management, Business Transformation, Business Development, Management Consulting, Six Sigma, Strategy, People Development, Retail, Distribution, Continuous Improvement, Lean Management, Entrepreneurship, Outsourcing, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management
Execututive MBA (Candidate), General Management, Master
Université de Montréal - Ecole polytechnique de Montréal 2006 — 2007
Telecommunication Engineering
ESIGELEC - Ecole Superieure d'Ingenieurs en Genie Electrique 2004 — 2007
Master, Electrical Engineering
John Martino John Martino's SunLife Financial Experience April 2012 - Present
Job Financial Advisor at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial April 2012 - Present
Snows HVAC July 2010 - September 2010
Star Personnel July 2010 - August 2010
Whitman Manufacturing May 2010 - July 2010
Skills
Life Insurance, Long Term Care Insurance, Critical Illness..., Wealth Management, Financial Analysis, Permanent Life Insurance, RESP's, RRSP's, Estate Planning, Mutual Funds, Segregated Funds, Disability Insurance, Critical Illness, RESP, Insurance, Retirement Planning
Education
Trent University 2008 — 2012
BAH in Business Administration and Political Studies, Financial Management, & Political Studies
Heart lake Secondary School 2004 — 2008
OSSD; Technical and Business
Sunlife Financial April 2012 - Present
Snows HVAC July 2010 - September 2010
Star Personnel July 2010 - August 2010
Whitman Manufacturing May 2010 - July 2010
Skills
Life Insurance, Long Term Care Insurance, Critical Illness..., Wealth Management, Financial Analysis, Permanent Life Insurance, RESP's, RRSP's, Estate Planning, Mutual Funds, Segregated Funds, Disability Insurance, Critical Illness, RESP, Insurance, Retirement Planning
Education
Trent University 2008 — 2012
BAH in Business Administration and Political Studies, Financial Management, & Political Studies
Heart lake Secondary School 2004 — 2008
OSSD; Technical and Business
Justin Robidoux Justin Robidoux's SunLife Financial Experience 2007 - 2007
Job at
Industry Construction
Experience
Mitchell's Carpentry September 2013 - Present
RONA February 2013 - September 2013
Totem Building Supplies Ltd. November 2007 - February 2013
Sunlife Financial 2007 - 2007
Skills
Retail, Kronos, Merchandising, Customer Service, Inventory Management, Visual Merchandising, Retail Management, Customer Relations, Microsoft Office, Loss Prevention, Excel, Hiring, Word, Sales Management, Store Management, Scheduling, PowerPoint, Problem Solving, Inventory Control, Event Planning, Event Management, Supervisory Skills
Education
Athabasca University 2005 — 2007
Commerce
The University of Lethbridge 2001 — 2003
Social Sciences
Mitchell's Carpentry September 2013 - Present
RONA February 2013 - September 2013
Totem Building Supplies Ltd. November 2007 - February 2013
Sunlife Financial 2007 - 2007
Skills
Retail, Kronos, Merchandising, Customer Service, Inventory Management, Visual Merchandising, Retail Management, Customer Relations, Microsoft Office, Loss Prevention, Excel, Hiring, Word, Sales Management, Store Management, Scheduling, PowerPoint, Problem Solving, Inventory Control, Event Planning, Event Management, Supervisory Skills
Education
Athabasca University 2005 — 2007
Commerce
The University of Lethbridge 2001 — 2003
Social Sciences
Benjamin Louie Benjamin Louie's SunLife Financial Experience March 2009 - July 2009
Job Marketing Lead at Plentyoffish.com
Industry Marketing and Advertising
Experience
Plentyoffish.com August 2015 - Present
Plentyoffish.com August 2009 - Present
Sunlife Financial March 2009 - July 2009
Trader Classified Media July 2006 - August 2008
Skills
Social Media, Advertising, Blogging, Public Relations, Customer Service, Media Buying, Advertising Sales, Affiliate Marketing, Affiliate Management, Lead Generation, PPC, Facebook, SEM, Email Marketing, Google Adwords, Online Advertising, Online Lead Generation, Marketing, Search Advertising, Social Media Marketing, Account Management, E-commerce, SEO
Education
Simon Fraser University 2002 — 2006
Bachelors, Psychology, Communications
Plentyoffish.com August 2015 - Present
Plentyoffish.com August 2009 - Present
Sunlife Financial March 2009 - July 2009
Trader Classified Media July 2006 - August 2008
Skills
Social Media, Advertising, Blogging, Public Relations, Customer Service, Media Buying, Advertising Sales, Affiliate Marketing, Affiliate Management, Lead Generation, PPC, Facebook, SEM, Email Marketing, Google Adwords, Online Advertising, Online Lead Generation, Marketing, Search Advertising, Social Media Marketing, Account Management, E-commerce, SEO
Education
Simon Fraser University 2002 — 2006
Bachelors, Psychology, Communications
Jerry Butler MBA CFP CIM FCSI Jerry Butler MBA CFP CIM FCSI's SunLife Financial Experience 2002 - 2010
Job President of Queenston Group of Companies
Industry Financial Services
Experience
Queenston M&A Inc. 2011 - Present
Queenston Consulting Inc. 2008 - Present
Red River College January 2011 - Present
Ernst & Young March 2010 - May 2011
Sunlife Financial 2002 - 2010
Sunlife Financial September 1997 - March 2001
BMO Nesbitt Burns September 1991 - September 1998
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Retirement, Business Valuation, Transition Planning, Mergers & Acquisitions, Strategic Partnerships, Corporate Finance, Small Business, Investments, Finance, Financial Services, Financial Advisory, High Net Worth..., Succession Planning, Mutual Funds, Personal Finance, Investment Strategies, Investment Advisory, Wealth, Fixed Annuities, Disability Insurance, Asset Allocation, Financial Planning, Critical Illness, Business Acumen, Insurance
Education
University of Manitoba 1987 — 1990
MBA, Marketing, Finance
Red River College 1977 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Queenston M&A Inc. 2011 - Present
Queenston Consulting Inc. 2008 - Present
Red River College January 2011 - Present
Ernst & Young March 2010 - May 2011
Sunlife Financial 2002 - 2010
Sunlife Financial September 1997 - March 2001
BMO Nesbitt Burns September 1991 - September 1998
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Retirement, Business Valuation, Transition Planning, Mergers & Acquisitions, Strategic Partnerships, Corporate Finance, Small Business, Investments, Finance, Financial Services, Financial Advisory, High Net Worth..., Succession Planning, Mutual Funds, Personal Finance, Investment Strategies, Investment Advisory, Wealth, Fixed Annuities, Disability Insurance, Asset Allocation, Financial Planning, Critical Illness, Business Acumen, Insurance
Education
University of Manitoba 1987 — 1990
MBA, Marketing, Finance
Red River College 1977 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Rhonda Doran Rhonda Doran's SunLife Financial Experience August 2013 - February 2014
Job Business Analyst Actuarial Projects Retail, Canadian Div at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial May 2014 - Present
Doran Consulting February 2009 - Present
SunLife Financial August 2013 - February 2014
MCAP April 2011 - May 2013
MCAP April 2011 - May 2013
Equitable Life Insurance May 2010 - April 2011
NEBS PAYweb May 2009 - April 2010
NEBS PAYweb May 2009 - April 2010
Sunlife Financial November 2007 - February 2009
Sunlife Financial May 2007 - October 2007
Skills
Change Management, Software Documentation, Testing, Quality Assurance, Visio, Requirements Analysis, Business Analysis, SDLC, User Acceptance Testing, Process Improvement, MS Project, SQL, Business Process, Project Management, Analysis, Requirements Gathering, Team Leadership, Coaching, Team Building, Insurance, Quality Center, Databases, SharePoint, Microsoft SQL Server, Test Automation, Test Cases, Test Planning, Software Quality..., Agile Methodologies, Test Strategy, Leadership, Project Planning, Management, Training, System Testing, Vendor Management, Software Project..., Communication Skills, Agile & Waterfall..., Agile Project Management, HP Quality Center
Education
Queen's University
Child Psychology, Psychology/Sociology/Group Dynamics
St. Lawrence College
Early Childhood Education, Child Psychology
Manulife Financial May 2014 - Present
Doran Consulting February 2009 - Present
SunLife Financial August 2013 - February 2014
MCAP April 2011 - May 2013
MCAP April 2011 - May 2013
Equitable Life Insurance May 2010 - April 2011
NEBS PAYweb May 2009 - April 2010
NEBS PAYweb May 2009 - April 2010
Sunlife Financial November 2007 - February 2009
Sunlife Financial May 2007 - October 2007
Skills
Change Management, Software Documentation, Testing, Quality Assurance, Visio, Requirements Analysis, Business Analysis, SDLC, User Acceptance Testing, Process Improvement, MS Project, SQL, Business Process, Project Management, Analysis, Requirements Gathering, Team Leadership, Coaching, Team Building, Insurance, Quality Center, Databases, SharePoint, Microsoft SQL Server, Test Automation, Test Cases, Test Planning, Software Quality..., Agile Methodologies, Test Strategy, Leadership, Project Planning, Management, Training, System Testing, Vendor Management, Software Project..., Communication Skills, Agile & Waterfall..., Agile Project Management, HP Quality Center
Education
Queen's University
Child Psychology, Psychology/Sociology/Group Dynamics
St. Lawrence College
Early Childhood Education, Child Psychology
Mary Peckitt Mary Peckitt's SunLife Financial Experience Rehabilitation ConsultantConfederation Life1984 - 1996
Job Manager at SunLife Financial
Industry Insurance
Experience
SunLife Financial Rehabilitation ConsultantConfederation Life1984 - 1996
Education
Humber College 1982 — 1985
rehabilitation
SunLife Financial Rehabilitation ConsultantConfederation Life1984 - 1996
Education
Humber College 1982 — 1985
rehabilitation
Patricia MacDonald Patricia MacDonald's SunLife Financial Experience June 2001 - May 2004
Job Lecturer at University of Waterloo
Industry Research
Experience
University of Waterloo August 2014 - Present
Ivey Business School January 2014 - Present
Institute for Coastal Research, Vancouver Island University November 2012 - November 2014
Ivey Business School September 2010 - April 2013
Sunlife Financial June 2001 - May 2004
PACT Associates 1999 - May 2001
Ernst & Young September 1988 - August 1999
Skills
Strategic Planning, Management Consulting, Teaching, Business Strategy, Change Management, Leadership Development, Data Analysis, Program Management, Consulting, Research, Strategy, Higher Education, Business Planning, Entrepreneurship, Analysis, Leadership, Qualitative Research, Organizational..., Nonprofits, Sustainability, Workshop Facilitation
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2011
PhD, Strategy, Organizational Conflict
Royal Roads University 2003 — 2005
MA, Organizational Conflict Analysis & Management
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
MBA
Queen's University 1976 — 1980
BCom
University of Waterloo August 2014 - Present
Ivey Business School January 2014 - Present
Institute for Coastal Research, Vancouver Island University November 2012 - November 2014
Ivey Business School September 2010 - April 2013
Sunlife Financial June 2001 - May 2004
PACT Associates 1999 - May 2001
Ernst & Young September 1988 - August 1999
Skills
Strategic Planning, Management Consulting, Teaching, Business Strategy, Change Management, Leadership Development, Data Analysis, Program Management, Consulting, Research, Strategy, Higher Education, Business Planning, Entrepreneurship, Analysis, Leadership, Qualitative Research, Organizational..., Nonprofits, Sustainability, Workshop Facilitation
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2011
PhD, Strategy, Organizational Conflict
Royal Roads University 2003 — 2005
MA, Organizational Conflict Analysis & Management
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
MBA
Queen's University 1976 — 1980
BCom
Sarah-Jane Connor Sarah-Jane Connor's SunLife Financial Experience October 2003 - April 2006
Job Senior Administrative Assistant
Industry Research
Experience
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Gabrielle Lasporte Gabrielle Lasporte's SunLife Financial Experience 2000 - 2000
Job Senior Graphic Designer/ Creative Director/ Principal at Gxcentrik Design Inc.
Industry Graphic Design
Experience
Toronto Film School at RCC Institute of Technology January 2015 - Present
GXCENTRIK DESIGN INC. 2003 - Present
ByGabrielle Modern Batik + Art 1995 - Present
The Body Shop 2001 - 2003
Bronskill and Co. 2000 - 2001
InViVo Communications 2000 - 2001
Sunlife Financial 2000 - 2000
Skills
Graphic Design, Illustration, Print Management, Packaging, Corporate Identity, Logo Design, Brochures, Posters, Newsletters, Illustrator, Drawing, Production, Art, Photoshop, Adobe Creative Suite, Art Direction, Typography, Layout, QuarkXPress, Marketing Communications, Logos, Graphics, Web Design, Business Cards, Creative Direction, Visual Communication
Education
George Brown College 1997 — 2000
Graphic Design Diploma, Design
York University - Glendon College 1990 — 1995
Bachelor of Arts
RCI
Toronto Film School at RCC Institute of Technology January 2015 - Present
GXCENTRIK DESIGN INC. 2003 - Present
ByGabrielle Modern Batik + Art 1995 - Present
The Body Shop 2001 - 2003
Bronskill and Co. 2000 - 2001
InViVo Communications 2000 - 2001
Sunlife Financial 2000 - 2000
Skills
Graphic Design, Illustration, Print Management, Packaging, Corporate Identity, Logo Design, Brochures, Posters, Newsletters, Illustrator, Drawing, Production, Art, Photoshop, Adobe Creative Suite, Art Direction, Typography, Layout, QuarkXPress, Marketing Communications, Logos, Graphics, Web Design, Business Cards, Creative Direction, Visual Communication
Education
George Brown College 1997 — 2000
Graphic Design Diploma, Design
York University - Glendon College 1990 — 1995
Bachelor of Arts
RCI
Randy Pickles Randy Pickles's SunLife Financial Experience 1985 - 1990
Job President of VentraLux Window and Door Systems
Industry Building Materials
Experience
Ventra-Lux Window and Door Systems January 1990 - Present
Sunlife Financial 1985 - 1990
Avondale food stores 1981 - 1985
Skills
Direct sales specialist, Window, Wood, Building Materials, Sales, Doors, Glass, Millwork, Negotiation, New Business Development, Renovation, Sales Management, Contract Negotiation, Manufacturing, Construction, Purchasing, Residential Homes, Process Improvement, Designs, Flooring, Sales Operations, Key Account Management, Team Building, Strategic Planning, Customer Service, Account Management, Marketing Strategy, Direct Sales, Sales Process, Retail, Management, Product Development
Education
Merritton High School 1973 — 1977
Niagara College
Mechanical design
Ventra-Lux Window and Door Systems January 1990 - Present
Sunlife Financial 1985 - 1990
Avondale food stores 1981 - 1985
Skills
Direct sales specialist, Window, Wood, Building Materials, Sales, Doors, Glass, Millwork, Negotiation, New Business Development, Renovation, Sales Management, Contract Negotiation, Manufacturing, Construction, Purchasing, Residential Homes, Process Improvement, Designs, Flooring, Sales Operations, Key Account Management, Team Building, Strategic Planning, Customer Service, Account Management, Marketing Strategy, Direct Sales, Sales Process, Retail, Management, Product Development
Education
Merritton High School 1973 — 1977
Niagara College
Mechanical design
Lionel Landry Lionel Landry's SunLife Financial Experience February 2011 - January 2012
Job Implementation Consultant at Ceridian Canada
Industry Information Technology and Services
Experience
Ceridian Canada May 2014 - Present
Bayshore Home Health August 2013 - May 2014
Centric Health April 2013 - August 2013
Centric Health Management June 2012 - April 2013
SunLife Financial February 2011 - January 2012
Communiuty Care Information Management November 2010 - February 2011
ADP Comprehensive Outsourcing Solutions February 2005 - March 2010
AG Consulting 1998 - 2005
Atomic Energy of Canada Ltd August 1996 - February 1998
KFC/Taco Bell June 1992 - August 1996
Skills
Payroll, User Acceptance Testing, ADP Payroll, HRIS, PeopleSoft, Software Implementation, Business Analysis, Process Improvement, Business Process, Business Process..., Software Documentation, Change Management, Analysis, Requirements Analysis, Testing, Human Resources, Requirements Gathering, Employee Benefits, Benefits Administration, Data Conversion, ERP, Business Requirements, Project Management, Team Leadership, Software Project..., Microsoft Excel, Project Planning, Microsoft Office, Customer Service, Accounting, Quality Assurance, Microsoft Word, Time Management, CRM, Coaching, Team Building, Process Engineering, Teamwork, Outlook, Data Analysis, Vendor Management, MS Project, Integration, Training, System Testing, SDLC, Workday, HR Consulting, Outsourcing
Education
St. Francis Xavier University 1981 — 1986
Bachelor, Business Administration
IMDH
Ceridian Canada May 2014 - Present
Bayshore Home Health August 2013 - May 2014
Centric Health April 2013 - August 2013
Centric Health Management June 2012 - April 2013
SunLife Financial February 2011 - January 2012
Communiuty Care Information Management November 2010 - February 2011
ADP Comprehensive Outsourcing Solutions February 2005 - March 2010
AG Consulting 1998 - 2005
Atomic Energy of Canada Ltd August 1996 - February 1998
KFC/Taco Bell June 1992 - August 1996
Skills
Payroll, User Acceptance Testing, ADP Payroll, HRIS, PeopleSoft, Software Implementation, Business Analysis, Process Improvement, Business Process, Business Process..., Software Documentation, Change Management, Analysis, Requirements Analysis, Testing, Human Resources, Requirements Gathering, Employee Benefits, Benefits Administration, Data Conversion, ERP, Business Requirements, Project Management, Team Leadership, Software Project..., Microsoft Excel, Project Planning, Microsoft Office, Customer Service, Accounting, Quality Assurance, Microsoft Word, Time Management, CRM, Coaching, Team Building, Process Engineering, Teamwork, Outlook, Data Analysis, Vendor Management, MS Project, Integration, Training, System Testing, SDLC, Workday, HR Consulting, Outsourcing
Education
St. Francis Xavier University 1981 — 1986
Bachelor, Business Administration
IMDH
Joe Procacini, FFSI, AAPA, AIRC, PCS Joe Procacini, FFSI, AAPA, AIRC, PCS's SunLife Financial Experience January 2004 - March 2012
Job Senior Business Analyst Consultant at Vertex (an Ebix Consulting Firm)
Industry Financial Services
Experience
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Lyne Duhaime's SunLife Financial Experience October 2001 - September 2005
Job Pension Principal, Legal at Morneau Shepell
Industry Law Practice
Experience
Morneau Shepell April 2012 - Present
Fasken Martineau DuMoulin 2005 - March 2012
SunLife Financial October 2001 - September 2005
BNP Paribas UK September 1999 - June 2001
Sunlife Financial April 1996 - September 1999
Stikeman Elliott LLP 1990 - 1996
Skills
Legal Advice, Pensions, Human Resources, Pension Funds, Employee Benefits, Investments, Mutual Funds, Corporate Governance, Financial Services, Litigation, Corporate Law, Retirement, Governance, Mergers & Acquisitions, Commercial Litigation, Legal Research, Dispute Resolution
Education
Quebec Bar 1991 — 1992
Université de Sherbrooke 1988 — 1991
Law
Canadian securities institute
securities
Morneau Shepell April 2012 - Present
Fasken Martineau DuMoulin 2005 - March 2012
SunLife Financial October 2001 - September 2005
BNP Paribas UK September 1999 - June 2001
Sunlife Financial April 1996 - September 1999
Stikeman Elliott LLP 1990 - 1996
Skills
Legal Advice, Pensions, Human Resources, Pension Funds, Employee Benefits, Investments, Mutual Funds, Corporate Governance, Financial Services, Litigation, Corporate Law, Retirement, Governance, Mergers & Acquisitions, Commercial Litigation, Legal Research, Dispute Resolution
Education
Quebec Bar 1991 — 1992
Université de Sherbrooke 1988 — 1991
Law
Canadian securities institute
securities
Norm Lawrence Norm Lawrence's SunLife Financial Experience 1986 - 1994
Job Vice President, Manager, Network Operations at Comerica Bank
Industry Banking
Experience
Comerica Bank March 2002 - Present
Nortel Networks 1997 - 2001
Nortel 1997 - 2001
Bell Mobility February 1994 - June 1997
Sunlife Financial 1986 - 1994
Skills
IPT Network Operations..., Vendor Management, Disaster Recovery, Risk Management, Banking, SDLC, Process Improvement, Business Analysis, IT Strategy, PMP, Visio, ITIL, Integration, Security, IT Management, Data Center, Information Technology, Business Continuity, Networking, PMO, Troubleshooting, Servers, Active Directory, Requirements Analysis, Project Portfolio..., Network Security, IT Operations, IT Service Management, System Deployment, Information Security, Enterprise Architecture, SharePoint, Software Documentation, Business Process, Virtualization, Cisco Technologies, Solution Architecture, Infrastructure, VMware, Resource Management
Education
Sheridan College 1983 — 1985
Telecommunications, Networking
Comerica Bank March 2002 - Present
Nortel Networks 1997 - 2001
Nortel 1997 - 2001
Bell Mobility February 1994 - June 1997
Sunlife Financial 1986 - 1994
Skills
IPT Network Operations..., Vendor Management, Disaster Recovery, Risk Management, Banking, SDLC, Process Improvement, Business Analysis, IT Strategy, PMP, Visio, ITIL, Integration, Security, IT Management, Data Center, Information Technology, Business Continuity, Networking, PMO, Troubleshooting, Servers, Active Directory, Requirements Analysis, Project Portfolio..., Network Security, IT Operations, IT Service Management, System Deployment, Information Security, Enterprise Architecture, SharePoint, Software Documentation, Business Process, Virtualization, Cisco Technologies, Solution Architecture, Infrastructure, VMware, Resource Management
Education
Sheridan College 1983 — 1985
Telecommunications, Networking
Paula Baker's SunLife Financial Experience 2003 - October 2008
Job
Industry Information Technology and Services
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial October 2008 - January 2011
Sunlife Financial 2003 - October 2008
Sun Life Financial 2000 - 2002
Sun Life Financial January 2000 - December 2000
Clarica Financial Services 1995 - 1999
Skills
Digital Marketing, Digital Communication, Vignette, Wordpress, Business Analysis, Software Quality..., Training Skills, Project Management, Training, Marketing Communications, Web Content Management, Management, WordPress, Content Management, Leadership, Social Media, Web Analytics, Quality Assurance, Team Management, CMS, Testing, Enterprise Content..., Business Requirements, Integration, Requirements Gathering, SDLC, CRM, SharePoint, Visio
Education
McMaster University 2005 — 2008
BA Certification
Cameron Heights Collegiate Institute 1979 — 1984
Grade 12 diploma
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial October 2008 - January 2011
Sunlife Financial 2003 - October 2008
Sun Life Financial 2000 - 2002
Sun Life Financial January 2000 - December 2000
Clarica Financial Services 1995 - 1999
Skills
Digital Marketing, Digital Communication, Vignette, Wordpress, Business Analysis, Software Quality..., Training Skills, Project Management, Training, Marketing Communications, Web Content Management, Management, WordPress, Content Management, Leadership, Social Media, Web Analytics, Quality Assurance, Team Management, CMS, Testing, Enterprise Content..., Business Requirements, Integration, Requirements Gathering, SDLC, CRM, SharePoint, Visio
Education
McMaster University 2005 — 2008
BA Certification
Cameron Heights Collegiate Institute 1979 — 1984
Grade 12 diploma
Faith Schwoerer Faith Schwoerer's SunLife Financial Experience September 2014 - Present
Job Claims Specialist
Industry Insurance
Experience
Sunlife financial September 2014 - Present
SunLife 2014 - Present
St. Thomas Aquinas High School March 2013 - April 2013
Skills
Certified Phlebotomist..., CPR First Aid Certified, •Certified in..., Customer Service, Microsoft Excel, Microsoft Word, Medical Terminology, Healthcare, Vital Signs
Education
Seacoast Career Schools-Sanford Campus 2012 — 2013
Certified, Medical/Clinical Assistant
St Thomas Aquinas High School 2007 — 2011
NA, NA, 3.5
Sunlife financial September 2014 - Present
SunLife 2014 - Present
St. Thomas Aquinas High School March 2013 - April 2013
Skills
Certified Phlebotomist..., CPR First Aid Certified, •Certified in..., Customer Service, Microsoft Excel, Microsoft Word, Medical Terminology, Healthcare, Vital Signs
Education
Seacoast Career Schools-Sanford Campus 2012 — 2013
Certified, Medical/Clinical Assistant
St Thomas Aquinas High School 2007 — 2011
NA, NA, 3.5
Bino Kohli Bino Kohli's SunLife Financial Experience January 2008 - May 2009
Job Senior Software Developer at Oracle
Industry Computer Software
Experience
Oracle June 2011 - Present
Integral Consulting Services Inc. December 2010 - June 2011
Sunlife Financial January 2008 - May 2009
Siemens Information Systems Ltd August 2004 - December 2007
Skills
Java Enterprise Edition, JavaScript, Java, JSP, Tomcat, AJAX, Software Project..., JDBC, Struts, CSS, Weblogic, Apache, Web Applications, J2EE Application..., HTML, Eclipse, Android, Hibernate, Servlets, Web Services, Open Source, Spring, Agile Methodologies, JUnit
Education
Punjabi University 2000 — 2004
B.Tech, Computer Science
Oracle June 2011 - Present
Integral Consulting Services Inc. December 2010 - June 2011
Sunlife Financial January 2008 - May 2009
Siemens Information Systems Ltd August 2004 - December 2007
Skills
Java Enterprise Edition, JavaScript, Java, JSP, Tomcat, AJAX, Software Project..., JDBC, Struts, CSS, Weblogic, Apache, Web Applications, J2EE Application..., HTML, Eclipse, Android, Hibernate, Servlets, Web Services, Open Source, Spring, Agile Methodologies, JUnit
Education
Punjabi University 2000 — 2004
B.Tech, Computer Science
Matthew Cote Matthew Cote's SunLife Financial Experience June 2006 - December 2006
Job Associate Editor at Skyword Inc.
Industry Writing and Editing
Experience
Skyword Inc. December 2013 - Present
Skyword Inc. December 2013 - August 2015
Cell Press August 2013 - December 2013
Pearson Custom Publishing October 2010 - August 2012
Commonwealth Financial Group 2008 - 2008
Sunlife Financial June 2006 - December 2006
Skills
Content Management, FileMaker, Proofreading, Editing, Copy Editing, Technical Writing, Blogging, Web Content, Publishing, Copywriting, Adobe Acrobat
Education
Northeastern University 2015 — 2017
Master’s Degree, English
Northeastern University 2004 — 2009
Bachelor of Arts, English, Philosophy
Northeastern University 2004 — 2009
Bachelor's degree, English Language and Literature/Letters
Skyword Inc. December 2013 - Present
Skyword Inc. December 2013 - August 2015
Cell Press August 2013 - December 2013
Pearson Custom Publishing October 2010 - August 2012
Commonwealth Financial Group 2008 - 2008
Sunlife Financial June 2006 - December 2006
Skills
Content Management, FileMaker, Proofreading, Editing, Copy Editing, Technical Writing, Blogging, Web Content, Publishing, Copywriting, Adobe Acrobat
Education
Northeastern University 2015 — 2017
Master’s Degree, English
Northeastern University 2004 — 2009
Bachelor of Arts, English, Philosophy
Northeastern University 2004 — 2009
Bachelor's degree, English Language and Literature/Letters
Enrique Rick Torres Enrique Rick Torres's SunLife Financial Experience 2004 - Present
Job Advisor at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial 2004 - Present
TVOntario February 1993 - April 1996
dyHP Radio/Channel 13 TV, Philippines January 1965 - August 1968
Skills
Health Insurance, Strategic Financial..., Investments, Strategic Planning, Critical Illness, New Business Development, Employee Benefits, Coaching, Public Speaking, Customer Service, Business Strategy, Social Media, Disability Insurance, Marketing Strategy, Sales Management, Risk Management, Small Business, Team Building, Long-term Care, Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Services, Life Insurance, Financial Advisory, Lead Generation, Social Networking, Segregated Funds
Education
George Brown College 1969 — 1971
Certificate, Radio and Television Broadcasting Technology/Technician
University of San Carlos 1959 — 1964
Chemistry
Sunlife Financial 2004 - Present
TVOntario February 1993 - April 1996
dyHP Radio/Channel 13 TV, Philippines January 1965 - August 1968
Skills
Health Insurance, Strategic Financial..., Investments, Strategic Planning, Critical Illness, New Business Development, Employee Benefits, Coaching, Public Speaking, Customer Service, Business Strategy, Social Media, Disability Insurance, Marketing Strategy, Sales Management, Risk Management, Small Business, Team Building, Long-term Care, Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Services, Life Insurance, Financial Advisory, Lead Generation, Social Networking, Segregated Funds
Education
George Brown College 1969 — 1971
Certificate, Radio and Television Broadcasting Technology/Technician
University of San Carlos 1959 — 1964
Chemistry
Katy Ingraham's SunLife Financial Experience October 2008 - Present
Job Financial Advisor, Sun Life Financial
Industry Financial Services
Experience
Sunlife Financial October 2008 - Present
Richards Wick Financial Group Ltd. February 2011 - February 2013
Skills
Strategic Financial..., Investments, Employee Benefits, Financial Advisory, Disability Insurance, Life Insurance, Strategic Planning, Long-term Care, Health Insurance, Mutual Funds, Finance, Critical Illness, Retirement Planning, Retirement, Leadership
Education
Grant Macewan College 2007 — 2010
Human Resources
Investment Funds in Canada Institute. 2009 — 2009
Mutual Fund license certification, Investments and Securities
The Business Career College 2009 — 2009
Life License Qualification Program. (LLQP), Life and Health Insurance.
NAIT 2004 — 2006
Dental Assisting/Assistant
FPSC
Certified Financial Planner (CFP.), Financial Planning and Services
Sunlife Financial October 2008 - Present
Richards Wick Financial Group Ltd. February 2011 - February 2013
Skills
Strategic Financial..., Investments, Employee Benefits, Financial Advisory, Disability Insurance, Life Insurance, Strategic Planning, Long-term Care, Health Insurance, Mutual Funds, Finance, Critical Illness, Retirement Planning, Retirement, Leadership
Education
Grant Macewan College 2007 — 2010
Human Resources
Investment Funds in Canada Institute. 2009 — 2009
Mutual Fund license certification, Investments and Securities
The Business Career College 2009 — 2009
Life License Qualification Program. (LLQP), Life and Health Insurance.
NAIT 2004 — 2006
Dental Assisting/Assistant
FPSC
Certified Financial Planner (CFP.), Financial Planning and Services
Hallie Pransky Hallie Pransky's SunLife Financial Experience June 2000 - August 2000
Job Accounting Services Specialist at Dunkin' Brands
Industry Accounting
Experience
Dunkin' Brands May 2010 - Present
MFS Investment Management July 2009 - February 2010
BTMU Capital Corporation December 2008 - April 2009
Audax Group LP November 2003 - July 2008
Levine, Katz, Nannis + Solomon, PC July 2002 - May 2003
Ernst & Young January 2001 - April 2001
Sunlife Financial June 2000 - August 2000
Skills
QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Essbase, Accounting Applications, PowerPoint, Lotus Notes, Microsoft Word, Oracle, Adobe Acrobat, Microsoft Office 2003, Program Management, Accounting, Financial Reporting, Accounts Payable, Tax, Accounts Receivable, Auditing
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration, Accounting
Needham High School 1994 — 1998
N/A, Academic Diploma
Dunkin' Brands May 2010 - Present
MFS Investment Management July 2009 - February 2010
BTMU Capital Corporation December 2008 - April 2009
Audax Group LP November 2003 - July 2008
Levine, Katz, Nannis + Solomon, PC July 2002 - May 2003
Ernst & Young January 2001 - April 2001
Sunlife Financial June 2000 - August 2000
Skills
QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Essbase, Accounting Applications, PowerPoint, Lotus Notes, Microsoft Word, Oracle, Adobe Acrobat, Microsoft Office 2003, Program Management, Accounting, Financial Reporting, Accounts Payable, Tax, Accounts Receivable, Auditing
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration, Accounting
Needham High School 1994 — 1998
N/A, Academic Diploma
Huguette Dionne, CFP CLU RHU's SunLife Financial Experience August 1988 - Present
Job Certified Financial Planner at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial August 1988 - Present
SunLife 2011 - 2015
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Customer Service, Public Speaking, Marketing
Education
Ottawa University
Sunlife Financial August 1988 - Present
SunLife 2011 - 2015
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Customer Service, Public Speaking, Marketing
Education
Ottawa University
Katherine Kandyba's SunLife Financial Experience technicianRGA Life Reinsurance Company of Canada2010 - Present
Job Financial Advisor at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial technicianRGA Life Reinsurance Company of Canada2010 - Present
Kandybar cuisine May 2004 - January 2006
Education
Université du Québec à Montréal 1991 — 1995
Administration, Tourism
Sunlife Financial technicianRGA Life Reinsurance Company of Canada2010 - Present
Kandybar cuisine May 2004 - January 2006
Education
Université du Québec à Montréal 1991 — 1995
Administration, Tourism
George Nanos B.Eng, RHU George Nanos B.Eng, RHU's SunLife Financial Experience 2006 - 2008
Job President / Financial Consultant
Industry Insurance
Experience
HCBT 2000 - Present
TSN Financial Inc. July 1999 - Present
TSN Financial Inc July 1999 - Present
Sunlife Financial 2006 - 2008
Skills
Disability Insurance, Key Person Insurance, Investments, Critical Illness, Insurance, Long Term Care, Mutual Funds, Asset Allocation, Retirement Savings, Estate Planning, Financial Planning, Retirement Planning, Portfolio Management, Retirement, Insurance Planning, Annuities, Financial Analysis, Wealth Management, Wealth Accumulation, Pensions, Group Benefits, Wealth, Investment Advisory, Employee Benefits, Health Insurance, Investment Strategies, Risk Management, Asset Management, Financial Advisory, Retirement Income..., Income Protection, Term Life Insurance, Segregated Funds, Wealth Transfer, Financial Advice, Personal Finance, Charitable Giving, Annuity, Savings, Universal Life, Whole Life, Wealth Preservation, Investment Products, Money, Alternative Investments, Retirement Solutions, Inheritance Tax Planning, Mortgage Protection, Securities, Fixed Annuities
Education
Ryerson University 1976 — 1980
B.Eng, Aerospace Engineering
HCBT 2000 - Present
TSN Financial Inc. July 1999 - Present
TSN Financial Inc July 1999 - Present
Sunlife Financial 2006 - 2008
Skills
Disability Insurance, Key Person Insurance, Investments, Critical Illness, Insurance, Long Term Care, Mutual Funds, Asset Allocation, Retirement Savings, Estate Planning, Financial Planning, Retirement Planning, Portfolio Management, Retirement, Insurance Planning, Annuities, Financial Analysis, Wealth Management, Wealth Accumulation, Pensions, Group Benefits, Wealth, Investment Advisory, Employee Benefits, Health Insurance, Investment Strategies, Risk Management, Asset Management, Financial Advisory, Retirement Income..., Income Protection, Term Life Insurance, Segregated Funds, Wealth Transfer, Financial Advice, Personal Finance, Charitable Giving, Annuity, Savings, Universal Life, Whole Life, Wealth Preservation, Investment Products, Money, Alternative Investments, Retirement Solutions, Inheritance Tax Planning, Mortgage Protection, Securities, Fixed Annuities
Education
Ryerson University 1976 — 1980
B.Eng, Aerospace Engineering
Shahid Bari Shahid Bari's SunLife Financial Experience October 2004 - April 2005
Job Oracle EBS Technical Consultant: Looking for Opportunities
Industry Information Technology and Services
Experience
Marsh & McLennan Companies, Inc. July 2012 - May 2015
Mercer April 2005 - June 2012
Sunlife Financial October 2004 - April 2005
Mercer Human Resource Consulting October 2000 - September 2004
Apotex June 2000 - October 2000
Mercer Human Resource Consulting October 1997 - June 2000
Bombardier Aerospace January 1997 - June 1997
Loblaw Companies Limited February 1996 - December 1996
Skills
Business Analysis, Requirements Gathering, Oracle E-Business Suite, Oracle, Oracle Applications, Oracle Reports, Requirements Analysis, SDLC, PL/SQL, Data Migration, Unix, Databases, Order Management, Oracle Forms, ERP, Business Process, Business Intelligence, SQL, Oracle HR, Management
Education
Karachi University 1987 — 1989
Master's degree, Compuer Science
Marsh & McLennan Companies, Inc. July 2012 - May 2015
Mercer April 2005 - June 2012
Sunlife Financial October 2004 - April 2005
Mercer Human Resource Consulting October 2000 - September 2004
Apotex June 2000 - October 2000
Mercer Human Resource Consulting October 1997 - June 2000
Bombardier Aerospace January 1997 - June 1997
Loblaw Companies Limited February 1996 - December 1996
Skills
Business Analysis, Requirements Gathering, Oracle E-Business Suite, Oracle, Oracle Applications, Oracle Reports, Requirements Analysis, SDLC, PL/SQL, Data Migration, Unix, Databases, Order Management, Oracle Forms, ERP, Business Process, Business Intelligence, SQL, Oracle HR, Management
Education
Karachi University 1987 — 1989
Master's degree, Compuer Science
Victoria Gritchen's SunLife Financial Experience 2009 - 2010
Job Vocational Rehabilitation Specialist at RBC Insurance
Industry Health, Wellness and Fitness
Experience
RBC Insurance September 2014 - Present
Vancouver Coastal Health February 2013 - Present
Self employed July 2010 - Present
Sunlife Financial 2009 - 2010
Maritime Life/Manulife Financial February 2003 - April 2009
Skills
Disability Management, Rehabilitation, Coaching, Employee Benefits, Healthcare, Wellness, Disability Insurance, Strategic Planning, Customer Service, Insurance, Employee Relations, Health Insurance, Benefits Administration, Claim, Performance Management, Vocational..., Case Managment, Disabilities, Case Management
Education
The University of British Columbia 1991 — 1994
Bachelor of Human Kinetics
Selkirk College 1989 — 1991
RBC Insurance September 2014 - Present
Vancouver Coastal Health February 2013 - Present
Self employed July 2010 - Present
Sunlife Financial 2009 - 2010
Maritime Life/Manulife Financial February 2003 - April 2009
Skills
Disability Management, Rehabilitation, Coaching, Employee Benefits, Healthcare, Wellness, Disability Insurance, Strategic Planning, Customer Service, Insurance, Employee Relations, Health Insurance, Benefits Administration, Claim, Performance Management, Vocational..., Case Managment, Disabilities, Case Management
Education
The University of British Columbia 1991 — 1994
Bachelor of Human Kinetics
Selkirk College 1989 — 1991
Joe Morra's SunLife Financial Experience 2009 - July 2011
Job IT Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial May 2013 - December 2014
Sun Life Financial August 2011 - April 2013
Sunlife Financial 2009 - July 2011
Skills
SDLC, Vendor Management, Requirements Analysis, PMO, Business Analysis, Project Portfolio..., Requirements Gathering, Enterprise Architecture, Visio, Disaster Recovery, Software Project..., PMP, ITIL v3 Foundations..., Management, Project Management, Service Delivery, IT Strategy, ITIL, IT Operations, Business Requirements, Solution Architecture, Project Delivery, Infrastructure, IT Management
Education
Ryerson 2000 — 2001
Project Management
Kings College 1993 — 1995
Graduate Of Management Designation, Management
York University 1990 — 1993
Bachelor's degree, Computer Science
Ryerson University 1980 — 1983
Electrical Engineering Technology, Controls
Sun Life Financial January 2015 - Present
Sun Life Financial May 2013 - December 2014
Sun Life Financial August 2011 - April 2013
Sunlife Financial 2009 - July 2011
Skills
SDLC, Vendor Management, Requirements Analysis, PMO, Business Analysis, Project Portfolio..., Requirements Gathering, Enterprise Architecture, Visio, Disaster Recovery, Software Project..., PMP, ITIL v3 Foundations..., Management, Project Management, Service Delivery, IT Strategy, ITIL, IT Operations, Business Requirements, Solution Architecture, Project Delivery, Infrastructure, IT Management
Education
Ryerson 2000 — 2001
Project Management
Kings College 1993 — 1995
Graduate Of Management Designation, Management
York University 1990 — 1993
Bachelor's degree, Computer Science
Ryerson University 1980 — 1983
Electrical Engineering Technology, Controls
Irina Cooper Irina Cooper's SunLife Financial Experience 2004 - 2006
Job Diplomate of Acupuncture, Licensed Acupuncturist, MBA, MIS
Industry Alternative Medicine
Experience
Whole Beauty and Health September 2011 - Present
New England School of Acupuncture 2010 - 2011
Mystic Fitness October 2006 - June 2010
SunLife Financial 2004 - 2006
Skills
Alternative Medicine, Yoga, Acupuncture, Stress Management, Insomnia, Fertility, Holistic Health, Wellness, Chinese Herbal Medicine, Infertility, Traditional Chinese..., Chronic Illness
Education
New England School of Acupuncture 2006 — 2011
Master of Acupuncture, Chinese Acupuncture and Oriental Medicine
Northeastern University MBA 2000 — 2003
MBA/MIS
Whole Beauty and Health September 2011 - Present
New England School of Acupuncture 2010 - 2011
Mystic Fitness October 2006 - June 2010
SunLife Financial 2004 - 2006
Skills
Alternative Medicine, Yoga, Acupuncture, Stress Management, Insomnia, Fertility, Holistic Health, Wellness, Chinese Herbal Medicine, Infertility, Traditional Chinese..., Chronic Illness
Education
New England School of Acupuncture 2006 — 2011
Master of Acupuncture, Chinese Acupuncture and Oriental Medicine
Northeastern University MBA 2000 — 2003
MBA/MIS
Vania Santella's SunLife Financial Experience May 1999 - August 2002
Job Director at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP September 2005 - Present
Deloitte & Touche September 2005 - August 2015
Deloitte & Touche September 2008 - September 2011
Deloitte & Touche September 2005 - September 2008
Deloitte Canada September 2004 - September 2005
Sunlife Financial May 1999 - August 2002
Education
McGill University 1999 — 2004
Bachelor of Commerce, Honors Accounting
Deloitte & Touche LLP September 2005 - Present
Deloitte & Touche September 2005 - August 2015
Deloitte & Touche September 2008 - September 2011
Deloitte & Touche September 2005 - September 2008
Deloitte Canada September 2004 - September 2005
Sunlife Financial May 1999 - August 2002
Education
McGill University 1999 — 2004
Bachelor of Commerce, Honors Accounting
Joshua Mermelstein Joshua Mermelstein's SunLife Financial Experience 2001 - 2007
Job Assistant Vice President, Product Innovation and Investment Solutions at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group July 2008 - April 2015
Blue Cross Blue Shield 2007 - 2008
Sunlife Financial 2001 - 2007
Keyport Life Insurance 2000 - 2001
Skills
Fixed Annuities, Life Insurance, FSA, Retirement, Actuarial Science, Insurance, Variable Annuities, Pensions, ALM, Reinsurance, Disability Insurance
Education
University of Connecticut 1990 — 1994
BS, Actuarial Science
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group July 2008 - April 2015
Blue Cross Blue Shield 2007 - 2008
Sunlife Financial 2001 - 2007
Keyport Life Insurance 2000 - 2001
Skills
Fixed Annuities, Life Insurance, FSA, Retirement, Actuarial Science, Insurance, Variable Annuities, Pensions, ALM, Reinsurance, Disability Insurance
Education
University of Connecticut 1990 — 1994
BS, Actuarial Science
Sergey Petushkov Sergey Petushkov's SunLife Financial Experience April 2012 - Present
Job SQL developer at SunLife Financial
Industry Information Technology and Services
Experience
SunLife Financial April 2012 - Present
MetLife May 2005 - November 2008
Metlife July 1997 - June 2005
MetLife July 1997 - May 2005
New England Financial January 1997 - January 2000
Scientific Production Association January 1990 - January 1997
Skills
COBOL, SQL, SQL Server, XML, DB2, Stored Procedures, Mainframe, SDLC, Data Warehousing, SSRS, VB.NET, Databases, JCL, TSO, Easytrieve, SPUFI, IBM Utilities, DB2/SQL, MVS, Data Modeling, Application Development, Relational Databases, Database Design, ETL, Fileaid, SSAS, IBM Assembler, ADO.NET, WinForms, .NET, InstallShield, Software Installation, ASP.NET, Testing, Test Director, StarTeam, Change Management
Education
Saint Petersburg State Electrotechnical University "LETI"
B.S., Applied mathematics
SunLife Financial April 2012 - Present
MetLife May 2005 - November 2008
Metlife July 1997 - June 2005
MetLife July 1997 - May 2005
New England Financial January 1997 - January 2000
Scientific Production Association January 1990 - January 1997
Skills
COBOL, SQL, SQL Server, XML, DB2, Stored Procedures, Mainframe, SDLC, Data Warehousing, SSRS, VB.NET, Databases, JCL, TSO, Easytrieve, SPUFI, IBM Utilities, DB2/SQL, MVS, Data Modeling, Application Development, Relational Databases, Database Design, ETL, Fileaid, SSAS, IBM Assembler, ADO.NET, WinForms, .NET, InstallShield, Software Installation, ASP.NET, Testing, Test Director, StarTeam, Change Management
Education
Saint Petersburg State Electrotechnical University "LETI"
B.S., Applied mathematics
Steve Ronald Steve Ronald's SunLife Financial Experience June 2000 - February 2002
Job Director, Acquisitions & Asset Management at Crestpoint Real Estate Investments Ltd.
Industry Real Estate
Experience
Crestpoint Real Estate Investments Inc. October 2010 - Present
Stevron Consulting Inc April 2009 - Present
Charter Reit June 2007 - March 2009
Bentall LP February 2002 - June 2007
Sunlife Financial June 2000 - February 2002
PMA Brethour Group August 1997 - March 2000
Skills
Asset Management, Real Estate Investment, Investment Properties, Real Estate Development, Financial Modeling, Real Estate Transactions, Leases, Acquisitions, Dispositions
Education
Ryerson University 1995 — 1997
Environmental Management
Ryerson University 1992 — 1997
Urban Planning
Crestpoint Real Estate Investments Inc. October 2010 - Present
Stevron Consulting Inc April 2009 - Present
Charter Reit June 2007 - March 2009
Bentall LP February 2002 - June 2007
Sunlife Financial June 2000 - February 2002
PMA Brethour Group August 1997 - March 2000
Skills
Asset Management, Real Estate Investment, Investment Properties, Real Estate Development, Financial Modeling, Real Estate Transactions, Leases, Acquisitions, Dispositions
Education
Ryerson University 1995 — 1997
Environmental Management
Ryerson University 1992 — 1997
Urban Planning
Moira O'Connell's SunLife Financial Experience August 2004 - September 2007
Job Facilities Archivist at Massachusetts Institute of Technology (MIT)
Industry Libraries
Experience
Massachusetts Institute of Technology (MIT) May 2015 - Present
Northeastern University January 2013 - May 2015
MIT Lincoln Laboratory December 2009 - May 2015
Worcester Historical Museum - Research Library February 2010 - May 2010
Center for Lowell History October 2009 - January 2010
Gallagher Koster September 2007 - December 2009
SunLife Financial August 2004 - September 2007
John Hancock January 2004 - August 2004
New England Aquarium June 2003 - November 2003
Academy of Natural Sciences October 2001 - May 2003
Skills
Customer Service, Insurance, Microsoft Office, Research, PowerPoint, Word, Writing, Editing, Excel, Photoshop, Social Media, Customer Relations, Outlook, HTML, Data Analysis, Data Entry, CSS, Problem Solving, Documentation, Microsoft Word, Microsoft Excel, Software Documentation, Library Science, Cataloging, Metadata, Management, Library, Archives, Information Retrieval, Records Management, Academic Libraries, Knowledge Management, Information Management, Special Collections
Education
Simmons College 2008 — 2011
Master, Library and Information Science
Temple University 1999 — 2003
Bachelor of Arts, Communications
Massachusetts Institute of Technology (MIT) May 2015 - Present
Northeastern University January 2013 - May 2015
MIT Lincoln Laboratory December 2009 - May 2015
Worcester Historical Museum - Research Library February 2010 - May 2010
Center for Lowell History October 2009 - January 2010
Gallagher Koster September 2007 - December 2009
SunLife Financial August 2004 - September 2007
John Hancock January 2004 - August 2004
New England Aquarium June 2003 - November 2003
Academy of Natural Sciences October 2001 - May 2003
Skills
Customer Service, Insurance, Microsoft Office, Research, PowerPoint, Word, Writing, Editing, Excel, Photoshop, Social Media, Customer Relations, Outlook, HTML, Data Analysis, Data Entry, CSS, Problem Solving, Documentation, Microsoft Word, Microsoft Excel, Software Documentation, Library Science, Cataloging, Metadata, Management, Library, Archives, Information Retrieval, Records Management, Academic Libraries, Knowledge Management, Information Management, Special Collections
Education
Simmons College 2008 — 2011
Master, Library and Information Science
Temple University 1999 — 2003
Bachelor of Arts, Communications
Andrea Mondville, PMP Andrea Mondville, PMP's SunLife Financial Experience September 2011 - July 2013
Job Director, Business Projects & Solutions at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial July 2013 - Present
Sunlife Financial September 2011 - July 2013
Research In Motion September 2009 - August 2011
Rogers Communications Inc. March 2009 - September 2009
Rogers Communications Inc. December 2005 - March 2009
Education
The University of Western Ontario - Huron University College 1992 — 1995
BA, Philosophy
Sun Life Financial July 2013 - Present
Sunlife Financial September 2011 - July 2013
Research In Motion September 2009 - August 2011
Rogers Communications Inc. March 2009 - September 2009
Rogers Communications Inc. December 2005 - March 2009
Education
The University of Western Ontario - Huron University College 1992 — 1995
BA, Philosophy
Richard Sachs PMP, CMC's SunLife Financial Experience 1989 - 1994
Job Global Client Advisor, Financial Services, Insurance
Industry Information Technology and Services
Experience
Oracle January 2015 - Present
SACHS Consulting Group Inc October 2013 - December 2014
SACHS Consulting Group Inc. September 2013 - December 2014
Transamerica Life Canada January 2011 - March 2014
Penncorp Life Insurance Company October 2012 - July 2013
World Financial Group Insurance Agency of Canada, WFG Securities of Canada. April 2008 - August 2012
AEGON Canada 1997 - 2008
Transamerica Life Canada 1995 - 1997
Colonia Life Insurance 1994 - 1995
Sunlife Financial 1989 - 1994
Skills
Business Case Prepartion, Project Program..., Project Management..., Feasibility Studies, Strategic Planning, Distribution Management..., Business Analysis, Insurance, Banking, Project Manager Coaching, Consulting, Coaching, Project Management, PMO, Vendor Management, Program Management, Team Building, Training, Risk Management, Management Consulting, Investments, Leadership, Financial Services, Finance, Management, Outsourcing, Project Planning, CRM, Entrepreneurship, Portfolio Management, Governance, Project Portfolio..., Business Process..., Change Management, Cloud Computing, SDLC, Process Improvement, Project Delivery, Marketing, Business Process, Strategy, Requirements Gathering, PMP, Business Transformation, Analysis, Agile Project Management, Integration, Resource Management, IT Strategy, Requirements Analysis
Education
York University - Schulich School of Business 2010 — 2010
MCPM, PROJECT MANAGEMENT
Queen's University 2008 — 2008
Certifcate, Project Leadership Program - Sept 2009
Niagara Institute, Conference Board of Canada 2006 — 2007
Certificate, Leadership
Queen's University 2005 — 2005
Certificate, Executive Program
University of Toronto at Mississauga - Erindale College 1969 — 1973
BA, Economics
PMI SOC
Oracle January 2015 - Present
SACHS Consulting Group Inc October 2013 - December 2014
SACHS Consulting Group Inc. September 2013 - December 2014
Transamerica Life Canada January 2011 - March 2014
Penncorp Life Insurance Company October 2012 - July 2013
World Financial Group Insurance Agency of Canada, WFG Securities of Canada. April 2008 - August 2012
AEGON Canada 1997 - 2008
Transamerica Life Canada 1995 - 1997
Colonia Life Insurance 1994 - 1995
Sunlife Financial 1989 - 1994
Skills
Business Case Prepartion, Project Program..., Project Management..., Feasibility Studies, Strategic Planning, Distribution Management..., Business Analysis, Insurance, Banking, Project Manager Coaching, Consulting, Coaching, Project Management, PMO, Vendor Management, Program Management, Team Building, Training, Risk Management, Management Consulting, Investments, Leadership, Financial Services, Finance, Management, Outsourcing, Project Planning, CRM, Entrepreneurship, Portfolio Management, Governance, Project Portfolio..., Business Process..., Change Management, Cloud Computing, SDLC, Process Improvement, Project Delivery, Marketing, Business Process, Strategy, Requirements Gathering, PMP, Business Transformation, Analysis, Agile Project Management, Integration, Resource Management, IT Strategy, Requirements Analysis
Education
York University - Schulich School of Business 2010 — 2010
MCPM, PROJECT MANAGEMENT
Queen's University 2008 — 2008
Certifcate, Project Leadership Program - Sept 2009
Niagara Institute, Conference Board of Canada 2006 — 2007
Certificate, Leadership
Queen's University 2005 — 2005
Certificate, Executive Program
University of Toronto at Mississauga - Erindale College 1969 — 1973
BA, Economics
PMI SOC
Christopher Scannell's SunLife Financial Experience October 2009 - March 2011
Job Senior Enterprise Architect\Cloud Architect is NOW Available for NEW OPPORTUNITIES
Industry Information Technology and Services
Experience
Community Living Toronto June 2015 - August 2015
Bell Canada - National Hosting Service November 2014 - March 2015
Community Care Access Center May 2014 - November 2014
Fujitsu Technology Solutions March 2014 - May 2014
BMO Capital Markets October 2013 - February 2014
Canadian Clouds Corp. January 2012 - June 2013
Bayshore Home Health April 2011 - June 2011
Sunlife Financial October 2009 - March 2011
Infomaxium December 2007 - September 2009
Livingston International February 2006 - August 2007
Skills
Polycom Unified..., Lotus Connections 2.5, 3, Xen Server, Xen App,..., Lotus Sametime 8.5.1, Microsoft Exchange..., Websphere 6.1, 7, SharePoint 2007, 2010, Microsoft Project..., Microsoft Excel, Microsoft Visio, Project Execution, Project Implementation, Lotus Domino, SQL Server..., Avaya, Siteminder, CommVault, Arcserve, Backup Exec, System Center..., System Center Virtual..., System Center Data..., Lync 2010, Systems Center Virtual..., Visio, Project Management, Lync Server 2010, Virtualization, VMware, SharePoint, Active Directory, Windows Server, Servers, Integration, Cloud Computing, Enterprise Software, CRM, Networking
Education
Seneca College of Applied Arts and Technology 1987 — 1991
Computer Programming, Information Technology
Community Living Toronto June 2015 - August 2015
Bell Canada - National Hosting Service November 2014 - March 2015
Community Care Access Center May 2014 - November 2014
Fujitsu Technology Solutions March 2014 - May 2014
BMO Capital Markets October 2013 - February 2014
Canadian Clouds Corp. January 2012 - June 2013
Bayshore Home Health April 2011 - June 2011
Sunlife Financial October 2009 - March 2011
Infomaxium December 2007 - September 2009
Livingston International February 2006 - August 2007
Skills
Polycom Unified..., Lotus Connections 2.5, 3, Xen Server, Xen App,..., Lotus Sametime 8.5.1, Microsoft Exchange..., Websphere 6.1, 7, SharePoint 2007, 2010, Microsoft Project..., Microsoft Excel, Microsoft Visio, Project Execution, Project Implementation, Lotus Domino, SQL Server..., Avaya, Siteminder, CommVault, Arcserve, Backup Exec, System Center..., System Center Virtual..., System Center Data..., Lync 2010, Systems Center Virtual..., Visio, Project Management, Lync Server 2010, Virtualization, VMware, SharePoint, Active Directory, Windows Server, Servers, Integration, Cloud Computing, Enterprise Software, CRM, Networking
Education
Seneca College of Applied Arts and Technology 1987 — 1991
Computer Programming, Information Technology
Kate Wadsworth Kate Wadsworth's SunLife Financial Experience September 2001 - October 2012
Job Senior Disability Claims Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2012 - Present
Sunlife Financial September 2001 - October 2012
City of Calgary September 1998 - April 2000
Insurance Corporation of British Columbia September 1988 - April 1998
Skills
Employee Benefits, Disability Insurance, Customer Service, Insurance, Underwriting, Claim, Coaching, Property & Casualty..., General Insurance, Claims Management, Performance Management, Critical Illness, Health Insurance
Education
Mount Royal College 1998 — 2000
Certificate HR Management, Human Resource Management
The University of British Columbia 1982 — 1986
BA, Economics
Sun Life Financial October 2012 - Present
Sunlife Financial September 2001 - October 2012
City of Calgary September 1998 - April 2000
Insurance Corporation of British Columbia September 1988 - April 1998
Skills
Employee Benefits, Disability Insurance, Customer Service, Insurance, Underwriting, Claim, Coaching, Property & Casualty..., General Insurance, Claims Management, Performance Management, Critical Illness, Health Insurance
Education
Mount Royal College 1998 — 2000
Certificate HR Management, Human Resource Management
The University of British Columbia 1982 — 1986
BA, Economics
Descia Milinkovich Descia Milinkovich's SunLife Financial Experience July 2001 - March 2006
Job Senior Vice President, Institutional Sales at Northern Trust Company, Canada
Industry Financial Services
Experience
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Catherine Almond Catherine Almond's SunLife Financial Experience Court ClerkMinistry of the Attorney GeneralJanuary 1990 - March 1999
Job Senior Disability Analyst at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial Court ClerkMinistry of the Attorney GeneralJanuary 1990 - March 1999
Skills
Legal Research, Courts, Legal Writing
Education
Ryerson University 1985 — 1987
Introduction to Law
Seneca College of Applied Arts and Technology 1982 — 1983
Make Up Artistry
Sheridan College 1981 — 1982
Degree in Fashion Management
Sunlife Financial Court ClerkMinistry of the Attorney GeneralJanuary 1990 - March 1999
Skills
Legal Research, Courts, Legal Writing
Education
Ryerson University 1985 — 1987
Introduction to Law
Seneca College of Applied Arts and Technology 1982 — 1983
Make Up Artistry
Sheridan College 1981 — 1982
Degree in Fashion Management
Hamid Karamnia's SunLife Financial Experience October 2005 - March 2012
Job Insurance & Investment Advisor
Industry Financial Services
Experience
iandiFinancialSolutions April 2012 - Present
Sunlife Financial October 2005 - March 2012
Sun Life Financial April 2008 - April 2009
Skills
Critical Illness, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Fixed Annuities, Wealth, Insurance, Term Life Insurance, Health Insurance, Financial Advisory, Life Insurance, Segregated Funds, Retirement Savings, Financial Planning, Retirement Planning, Long-term Care, Universal Life, Wealth Management, Long Term Care Insurance, Estate Planning, Retirement, RRSP, Long Term Care, RESP, Savings, Group Insurance, Personal Financial..., Asset Managment
Education
George Brown College 2000 — 2003
Diploma, Software Analyst
iandiFinancialSolutions April 2012 - Present
Sunlife Financial October 2005 - March 2012
Sun Life Financial April 2008 - April 2009
Skills
Critical Illness, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Fixed Annuities, Wealth, Insurance, Term Life Insurance, Health Insurance, Financial Advisory, Life Insurance, Segregated Funds, Retirement Savings, Financial Planning, Retirement Planning, Long-term Care, Universal Life, Wealth Management, Long Term Care Insurance, Estate Planning, Retirement, RRSP, Long Term Care, RESP, Savings, Group Insurance, Personal Financial..., Asset Managment
Education
George Brown College 2000 — 2003
Diploma, Software Analyst
Kevin Stone MCP, MCTS Kevin Stone MCP, MCTS's SunLife Financial Experience August 1985 - August 2004
Job Sr. Principal Software Engineer
Industry Computer Software
Experience
MorphoTrust ™ USA October 2012 - Present
Edwards Wildman Palmer LLP May 2009 - October 2012
Altico Advisors April 2008 - May 2009
DataSys Corporation January 2006 - April 2008
Sunlife Financial August 1985 - August 2004
Skills
SharePoint, InfoPath, SharePoint Designer, Visio, ASP.NET, LINQ, VB.NET, HTML, XML, Microsoft Office, CAML, Microsoft Solutions, Photoshop, Microsoft Office..., Microsoft CRM, SDLC, SQL, Crystal Reports, Project Management, IIS, Business Intelligence, Integration, Visual Studio, Web Development, ASP, Microsoft Technologies, Visual Basic, SharePoint Server
Education
Microsoft MCP, MCTS
MCP, MCTS, SharePoint 2007 / 2010, 2013 SQL Server, ASP.NET, C#, and Visual Basic
LOMA
FLMI / ACS
Massachusetts Bay Community College
MorphoTrust ™ USA October 2012 - Present
Edwards Wildman Palmer LLP May 2009 - October 2012
Altico Advisors April 2008 - May 2009
DataSys Corporation January 2006 - April 2008
Sunlife Financial August 1985 - August 2004
Skills
SharePoint, InfoPath, SharePoint Designer, Visio, ASP.NET, LINQ, VB.NET, HTML, XML, Microsoft Office, CAML, Microsoft Solutions, Photoshop, Microsoft Office..., Microsoft CRM, SDLC, SQL, Crystal Reports, Project Management, IIS, Business Intelligence, Integration, Visual Studio, Web Development, ASP, Microsoft Technologies, Visual Basic, SharePoint Server
Education
Microsoft MCP, MCTS
MCP, MCTS, SharePoint 2007 / 2010, 2013 SQL Server, ASP.NET, C#, and Visual Basic
LOMA
FLMI / ACS
Massachusetts Bay Community College
Charles (Chuck) Osborne Charles (Chuck) Osborne's SunLife Financial Experience August 1978 - August 1982
Job Experienced SelfFunding Insurance Executive, StopLoss Insurance Placement Specialist, and Proven Problem Solver
Industry Insurance
Experience
Excess Risk Solutions, Inc. July 1999 - Present
Consolidated Insurance Marketing, Inc. May 1995 - July 2000
KCS Management Services Inc February 1992 - May 1995
Excess & Stop Loss Underwriters Inc January 1990 - February 1992
HBI of Florida August 1988 - December 1989
All Risk Corporation / Crump Special Services / James Benefits August 1983 - August 1988
Reliance Standard Life August 1982 - August 1983
Sunlife Financial August 1978 - August 1982
Skills
WC, Employee Benefits, Insurance, Disability Insurance, Health Insurance, Claim, Reinsurance, Underwriting, Small Business, Risk Management, Brokers, Life Insurance, Medicare, Managed Care, Coaching, Management, Long-term Care, Property & Casualty..., Health Savings Accounts, COBRA, Term Life Insurance, Dentistry, Accident, Professional Liability, Fixed Annuities, Leadership, General Insurance, Group Insurance, Whole Life, Critical Illness, Universal Life, Casualty, Commercial Insurance, Claims Management, Legal Liability, Commercial Lines, Liability, Retirement, Employment Practices..., Captives, D&O, Self-funded
Education
Stetson University
Business Administration
University of South Florida-St. Petersburg Campus
Business
Excess Risk Solutions, Inc. July 1999 - Present
Consolidated Insurance Marketing, Inc. May 1995 - July 2000
KCS Management Services Inc February 1992 - May 1995
Excess & Stop Loss Underwriters Inc January 1990 - February 1992
HBI of Florida August 1988 - December 1989
All Risk Corporation / Crump Special Services / James Benefits August 1983 - August 1988
Reliance Standard Life August 1982 - August 1983
Sunlife Financial August 1978 - August 1982
Skills
WC, Employee Benefits, Insurance, Disability Insurance, Health Insurance, Claim, Reinsurance, Underwriting, Small Business, Risk Management, Brokers, Life Insurance, Medicare, Managed Care, Coaching, Management, Long-term Care, Property & Casualty..., Health Savings Accounts, COBRA, Term Life Insurance, Dentistry, Accident, Professional Liability, Fixed Annuities, Leadership, General Insurance, Group Insurance, Whole Life, Critical Illness, Universal Life, Casualty, Commercial Insurance, Claims Management, Legal Liability, Commercial Lines, Liability, Retirement, Employment Practices..., Captives, D&O, Self-funded
Education
Stetson University
Business Administration
University of South Florida-St. Petersburg Campus
Business
May Stokes May Stokes's SunLife Financial Experience June 2007 - Present
Job Sun Life Financial advisor at Sun Life Financial
Industry Financial Services
Experience
Sunlife Financial June 2007 - Present
Aarow Crane Services Inc. 2004 - 2013
T-Bar Enterprises Ltd. 1980 - 2007
Overlander Restaurant 1991 - 1995
Skills
Investments, Agriculture, Real Estate, Group Insurance, Animal Husbandry, Social Media, Personal Finance, Horses, Health Insurance, Insurance, Marketing Strategy, Sales, Customer Service, Entrepreneurship, Team Building, Coaching, Leadership, Public Speaking, Social Networking, Training, Small Business, Business Planning, Marketing, New Business Development, Strategic Planning, Online Marketing, Start-ups, Management Consulting, Mutual Funds, Business Strategy, Client Presentation, Retirement Planning, Disability Insurance, Life Insurance, Income
Education
Okanagan College 1990 — 1991
Tourism Certificate, Management Tourism
Okanagan College 1990 — 1991
Certificate for management Tourist Industry, Project Management
Sunlife Financial June 2007 - Present
Aarow Crane Services Inc. 2004 - 2013
T-Bar Enterprises Ltd. 1980 - 2007
Overlander Restaurant 1991 - 1995
Skills
Investments, Agriculture, Real Estate, Group Insurance, Animal Husbandry, Social Media, Personal Finance, Horses, Health Insurance, Insurance, Marketing Strategy, Sales, Customer Service, Entrepreneurship, Team Building, Coaching, Leadership, Public Speaking, Social Networking, Training, Small Business, Business Planning, Marketing, New Business Development, Strategic Planning, Online Marketing, Start-ups, Management Consulting, Mutual Funds, Business Strategy, Client Presentation, Retirement Planning, Disability Insurance, Life Insurance, Income
Education
Okanagan College 1990 — 1991
Tourism Certificate, Management Tourism
Okanagan College 1990 — 1991
Certificate for management Tourist Industry, Project Management
Susy Michor's SunLife Financial Experience January 2000 - December 2000
Job Vice President, Human Resources, Corporate Office, TD Bank
Industry Financial Services
Experience
TD Bank May 2013 - Present
TD Bank Group August 2011 - August 2013
TD Insurance January 2005 - July 2011
CIBC January 2001 - December 2005
Sunlife Financial January 2000 - December 2000
Hudson's Bay Company January 1986 - February 1996
Skills
Talent Management, Performance Management, Employee Engagement, Succession Planning, Coaching, Human Resources, Talent Acquisition, Team Building, Leadership, Employee Relations, Change Management, Management, Recruiting, Strategy, Team Leadership, Risk Management, Banking
Education
Ryerson University 1994 — 1997
CHRM, Human Resources
York University 1988 — 1992
BA, Sociology, English
TD Bank May 2013 - Present
TD Bank Group August 2011 - August 2013
TD Insurance January 2005 - July 2011
CIBC January 2001 - December 2005
Sunlife Financial January 2000 - December 2000
Hudson's Bay Company January 1986 - February 1996
Skills
Talent Management, Performance Management, Employee Engagement, Succession Planning, Coaching, Human Resources, Talent Acquisition, Team Building, Leadership, Employee Relations, Change Management, Management, Recruiting, Strategy, Team Leadership, Risk Management, Banking
Education
Ryerson University 1994 — 1997
CHRM, Human Resources
York University 1988 — 1992
BA, Sociology, English
Keith Telford Keith Telford's SunLife Financial Experience 1998 - 2005
Job IT Support Administrator at WatServ
Industry Information Technology and Services
Experience
WatServ January 2015 - Present
Eagle's Flight April 2007 - January 2015
Open Text January 2006 - April 2007
Sunlife Financial 1998 - 2005
Skills
Change Management, Windows, Team Leadership, HP, Vendor Management, SharePoint, VMware, Network Administration, Technical Support, Hardware, Blackberry Enterprise..., Firewalls, Wireless Networking, Networking, ITIL
Education
Mohawk College 1996 — 1998
Computer Sciences, Networking and Hardware, I made it :) not the top of the class and not near the bottom of the class :)
WatServ January 2015 - Present
Eagle's Flight April 2007 - January 2015
Open Text January 2006 - April 2007
Sunlife Financial 1998 - 2005
Skills
Change Management, Windows, Team Leadership, HP, Vendor Management, SharePoint, VMware, Network Administration, Technical Support, Hardware, Blackberry Enterprise..., Firewalls, Wireless Networking, Networking, ITIL
Education
Mohawk College 1996 — 1998
Computer Sciences, Networking and Hardware, I made it :) not the top of the class and not near the bottom of the class :)
Astrid Thomas, M.A. PwC Canada's SunLife Financial Experience 2000 - 2002
Job Manager, Learning & Development
Industry Human Resources
Experience
PwC Canada 2015 - Present
HRSG January 2014 - October 2014
Deloitte September 2011 - April 2013
Deloitte Canada January 2010 - August 2011
Oliver Wyman Delta 2006 - 2008
Kenexa 2004 - 2005
Watson Wyatt 2002 - 2003
Sunlife Financial 2000 - 2002
GlobeScan 1998 - 2000
Skills
Employee Engagement, Change Management, Training, Talent Management, Organizational..., Succession Planning, Organizational..., Leadership Development, Performance Management, Culture Change, Human Capital, 360 Feedback, Onboarding, Program Management, MBTI, Management Consulting, Strategy
Education
Rheinische Friedrich-Wilhelms-Universität Bonn 1993 — 1997
Master's, Industrial & Organizational Psychology
The University of British Columbia / UBC 1994 — 1996
Master of Arts (MA), Health Promotion Studies
PwC Canada 2015 - Present
HRSG January 2014 - October 2014
Deloitte September 2011 - April 2013
Deloitte Canada January 2010 - August 2011
Oliver Wyman Delta 2006 - 2008
Kenexa 2004 - 2005
Watson Wyatt 2002 - 2003
Sunlife Financial 2000 - 2002
GlobeScan 1998 - 2000
Skills
Employee Engagement, Change Management, Training, Talent Management, Organizational..., Succession Planning, Organizational..., Leadership Development, Performance Management, Culture Change, Human Capital, 360 Feedback, Onboarding, Program Management, MBTI, Management Consulting, Strategy
Education
Rheinische Friedrich-Wilhelms-Universität Bonn 1993 — 1997
Master's, Industrial & Organizational Psychology
The University of British Columbia / UBC 1994 — 1996
Master of Arts (MA), Health Promotion Studies
Jeff Ames Jeff Ames's SunLife Financial Experience April 2007 - May 2008
Job Mortgage Agent at BROKER Financial Group
Industry Financial Services
Experience
BROKER Financial Group July 2015 - Present
Safebridge Financial Group 2007 - July 2015
Sunlife Financial April 2007 - May 2008
Fude and Drinc Catering January 2006 - January 2007
Skills
Residential Mortgages, Life Insurance, Mortgage Lending, Home Equity Loans, Commercial Lending, Assisting First Time..., newcomers to canada..., Home Equity Lines of..., Real Estate Financing, Rates, Credit, Finance, Investment Properties, Portfolio Management, Debt Consolidation, Refinance, Reverse Mortgages, Mortgage Marketing, Certified Mortgage..., Investments, Strategic Financial..., Construction Loans, Mortgage Underwriting, First Time Home Buyers, Commercial Mortgages, Mortgage Banking, Loans, Lines Of Credit, Home Equity, Underwriting, Banking, Funding, Insurance, Financial Services, Condos, Mortgage Servicing, Second Mortgages, Critical Illness, Wealth, Referrals, Real Estate Economics, Wealth Management, Brokerage, Real Estate, Loan Origination, Investors, Credit Analysis, Financial Advisory, Consumer Lending, Retirement Planning
Education
George Brown College 1994 — 1996
Business, Business
George Brown College
BROKER Financial Group July 2015 - Present
Safebridge Financial Group 2007 - July 2015
Sunlife Financial April 2007 - May 2008
Fude and Drinc Catering January 2006 - January 2007
Skills
Residential Mortgages, Life Insurance, Mortgage Lending, Home Equity Loans, Commercial Lending, Assisting First Time..., newcomers to canada..., Home Equity Lines of..., Real Estate Financing, Rates, Credit, Finance, Investment Properties, Portfolio Management, Debt Consolidation, Refinance, Reverse Mortgages, Mortgage Marketing, Certified Mortgage..., Investments, Strategic Financial..., Construction Loans, Mortgage Underwriting, First Time Home Buyers, Commercial Mortgages, Mortgage Banking, Loans, Lines Of Credit, Home Equity, Underwriting, Banking, Funding, Insurance, Financial Services, Condos, Mortgage Servicing, Second Mortgages, Critical Illness, Wealth, Referrals, Real Estate Economics, Wealth Management, Brokerage, Real Estate, Loan Origination, Investors, Credit Analysis, Financial Advisory, Consumer Lending, Retirement Planning
Education
George Brown College 1994 — 1996
Business, Business
George Brown College
Robert D (Bob) Giles Robert D (Bob) Giles's SunLife Financial Experience December 2010 - January 2011
Job Truck Driver at Challenger Motor Freight Inc
Industry Civic & Social Organization
Experience
Challenger Motor Freight Inc December 2014 - Present
Tri County Truck Driving School October 2014 - December 2014
Lastman's Bad Boy August 2013 - December 2013
Home February 2011 - August 2013
SunLife Financial December 2010 - January 2011
IQF Foods Ltd September 2010 - December 2010
Medix School June 2009 - July 2010
M.R. Contracting May 2000 - October 2005
Niagara College January 1995 - June 2000
Welland Tribune May 1997 - August 1997
Skills
Coaching, Event Planning, Sales, Fundraising, Public Speaking, Conflict Resolution, Workshop Facilitation, Research, Leadership, Event Management, Customer Service, Leadership Development, Problem Solving, Report Writing, Counselling, Writing, Public Relations, Career Development, Microsoft Office, Sales Management, Customer Relations, Customer Satisfaction, Customer Retention, Customer Insight, Negotiation, Management Skills, Administration, Advertising, Strategic Planning, Promotions, Supervising Others, Team Building, Hiring Practices, Social Media, Documentation, PowerPoint, Word, Excel, Statistics, Photoshop, HTML, English, Editing, Access, Graphic Design, Photography, Blue print reading, Layout and design, Carpentry, Outstanding time...
Education
Medix School Brantford 2009 — 2010
Social Service Worker
Niagara College 1995 — 2000
Journalism-Print // General Arts & Science, Journalism // Broadcasting-Radio, Television, & Film (1 yr) // InterActive MultiMedia (Post-2 yrs)
Brantford Collegiate Institute 1980 — 1985
High School/Secondary Diplomas and Certificates
Challenger Motor Freight Inc December 2014 - Present
Tri County Truck Driving School October 2014 - December 2014
Lastman's Bad Boy August 2013 - December 2013
Home February 2011 - August 2013
SunLife Financial December 2010 - January 2011
IQF Foods Ltd September 2010 - December 2010
Medix School June 2009 - July 2010
M.R. Contracting May 2000 - October 2005
Niagara College January 1995 - June 2000
Welland Tribune May 1997 - August 1997
Skills
Coaching, Event Planning, Sales, Fundraising, Public Speaking, Conflict Resolution, Workshop Facilitation, Research, Leadership, Event Management, Customer Service, Leadership Development, Problem Solving, Report Writing, Counselling, Writing, Public Relations, Career Development, Microsoft Office, Sales Management, Customer Relations, Customer Satisfaction, Customer Retention, Customer Insight, Negotiation, Management Skills, Administration, Advertising, Strategic Planning, Promotions, Supervising Others, Team Building, Hiring Practices, Social Media, Documentation, PowerPoint, Word, Excel, Statistics, Photoshop, HTML, English, Editing, Access, Graphic Design, Photography, Blue print reading, Layout and design, Carpentry, Outstanding time...
Education
Medix School Brantford 2009 — 2010
Social Service Worker
Niagara College 1995 — 2000
Journalism-Print // General Arts & Science, Journalism // Broadcasting-Radio, Television, & Film (1 yr) // InterActive MultiMedia (Post-2 yrs)
Brantford Collegiate Institute 1980 — 1985
High School/Secondary Diplomas and Certificates
Amy K Rhodes's SunLife Financial Experience 2000 - 2004
Job SVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Transamerica Capital August 2013 - Present
MetLife Investors April 2006 - June 2012
MetLife Investors April 2004 - April 2006
SunLife Financial 2000 - 2004
Education
Ottawa University 1987 — 1991
Bachelor of Arts (B.A.), Business/Corporate Communications
Ashley Westerlund Ashley Westerlund's SunLife Financial Experience September 2015 - Present
Job Group Service Representative at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial September 2015 - Present
Pacific Blue Cross November 2009 - August 2015
Morneau Shepell April 2007 - October 2009
Alberta Blue Cross 2003 - 2007
Skills
Health Insurance, Benefits Administration, Negotiation, Pension Administration, Insurance, Employee Benefits, Disability Insurance, Customer Service
Education
The University of Lethbridge 1999 — 2003
Bachelor of Management
Northern Alberta Institute of Technology 1996 — 1998
Finance Diploma
Sunlife Financial September 2015 - Present
Pacific Blue Cross November 2009 - August 2015
Morneau Shepell April 2007 - October 2009
Alberta Blue Cross 2003 - 2007
Skills
Health Insurance, Benefits Administration, Negotiation, Pension Administration, Insurance, Employee Benefits, Disability Insurance, Customer Service
Education
The University of Lethbridge 1999 — 2003
Bachelor of Management
Northern Alberta Institute of Technology 1996 — 1998
Finance Diploma
Aubrey Lobo Aubrey Lobo's SunLife Financial Experience February 2004 - September 2005
Job Sr. Project Manager at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2015 - Present
RBC Capital Markets October 2013 - February 2015
Ontario Teachers' Pension Plan April 2012 - September 2013
Scotiabank September 2010 - March 2012
CPP Investment Board July 2009 - September 2010
National Express Corp. October 2007 - June 2009
MFC Global Investment Management October 2006 - October 2007
Sunlife Financial February 2004 - September 2005
Canada Life February 2003 - February 2004
British Energy, plc. January 2001 - January 2003
Skills
Program Management, Software Project..., SDLC, User Acceptance Testing, System Integration..., Financial Systems, Data Management, Metadata Management, Data Warehousing, Business Intelligence, User Interface Design, Vendor Management, Knowledge Management, Business Management, Governance, Performance Management, Business Strategy, Mergers, Business Valuation, Strategic Planning, Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Statutory Reporting, Excel, MS Project, Visual Basic, Visio, MS Office Suite, Business Transformation, Strategic Financial..., Mergers & Acquisitions, Management, Management Consulting, Microsoft Excel, Strategy, Analysis, Project Management, Business Requirements, Change Management, PMP, Process Improvement, Financial Modeling, Integration, ERP, Software Documentation, Project Planning, Agile Methodologies
Education
McGill University 1997 — 1999
MBA, Finance & Strategy
Mangalore University 1989 — 1993
B.Eng., Mechanical Engineering
BMO Capital Markets February 2015 - Present
RBC Capital Markets October 2013 - February 2015
Ontario Teachers' Pension Plan April 2012 - September 2013
Scotiabank September 2010 - March 2012
CPP Investment Board July 2009 - September 2010
National Express Corp. October 2007 - June 2009
MFC Global Investment Management October 2006 - October 2007
Sunlife Financial February 2004 - September 2005
Canada Life February 2003 - February 2004
British Energy, plc. January 2001 - January 2003
Skills
Program Management, Software Project..., SDLC, User Acceptance Testing, System Integration..., Financial Systems, Data Management, Metadata Management, Data Warehousing, Business Intelligence, User Interface Design, Vendor Management, Knowledge Management, Business Management, Governance, Performance Management, Business Strategy, Mergers, Business Valuation, Strategic Planning, Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Statutory Reporting, Excel, MS Project, Visual Basic, Visio, MS Office Suite, Business Transformation, Strategic Financial..., Mergers & Acquisitions, Management, Management Consulting, Microsoft Excel, Strategy, Analysis, Project Management, Business Requirements, Change Management, PMP, Process Improvement, Financial Modeling, Integration, ERP, Software Documentation, Project Planning, Agile Methodologies
Education
McGill University 1997 — 1999
MBA, Finance & Strategy
Mangalore University 1989 — 1993
B.Eng., Mechanical Engineering
Jackson Etienne Jackson Etienne's SunLife Financial Experience January 2000 - July 2005
Job Account Executive at Wellesley Information Services
Industry Financial Services
Experience
Wellesley Information Services October 2014 - Present
American Income Life Insurance September 2011 - July 2012
Boston Financial Data Services August 2005 - March 2010
SunLife Financial January 2000 - July 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, English, Research, Windows, Photoshop, Teaching, HTML, Process Improvement, Operations Management, Retirement, 401k, Mutual Funds, Financial Services, Life Insurance, Health Insurance, Customer Relations, Team Leadership
Education
University of Massachusetts Boston 1991 — 1994
Bachelor's Degree, Business Administraton
Massachusetts College of Pharmacy and Health Sciences
Wellesley Information Services October 2014 - Present
American Income Life Insurance September 2011 - July 2012
Boston Financial Data Services August 2005 - March 2010
SunLife Financial January 2000 - July 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, English, Research, Windows, Photoshop, Teaching, HTML, Process Improvement, Operations Management, Retirement, 401k, Mutual Funds, Financial Services, Life Insurance, Health Insurance, Customer Relations, Team Leadership
Education
University of Massachusetts Boston 1991 — 1994
Bachelor's Degree, Business Administraton
Massachusetts College of Pharmacy and Health Sciences
Vanessa Chung, CEBS Vanessa Chung, CEBS's SunLife Financial Experience May 2010 - March 2014
Job Associate Consultant at Accompass
Industry Insurance
Experience
Accompass April 2014 - Present
Sunlife Financial May 2010 - March 2014
Sunlife Financial September 2008 - April 2010
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Critical Illness, Retirement Planning, Strategic Financial..., Brokers, Claim, Risk Management, Investments, Reinsurance, Benefits Administration, Long-term Care, Financial Planning, Microsoft Office, Group Benefit Plans
Education
International Foundation of Employee Benefit Plans - Dalhousie University 2010 — 2012
CEBS
Seneca College of Applied Arts and Technology 2007 — 2010
Business Management Diploma
Accompass April 2014 - Present
Sunlife Financial May 2010 - March 2014
Sunlife Financial September 2008 - April 2010
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Critical Illness, Retirement Planning, Strategic Financial..., Brokers, Claim, Risk Management, Investments, Reinsurance, Benefits Administration, Long-term Care, Financial Planning, Microsoft Office, Group Benefit Plans
Education
International Foundation of Employee Benefit Plans - Dalhousie University 2010 — 2012
CEBS
Seneca College of Applied Arts and Technology 2007 — 2010
Business Management Diploma
Marie-France St-Pierre's SunLife Financial Experience 2005 - 2008
Job Team lead Analyst & QA Specialist at Sid Lee
Industry Information Technology and Services
Experience
SID LEE September 2012 - Present
SID LEE April 2011 - September 2012
TELUS Health and Financial Solutions 2008 - 2011
Sunlife Financial 2005 - 2008
Sunlife Financial 1996 - 2005
Ste-Justine Hospital January 2002 - June 2002
Skills
Quality Assurance, Business Analysis, JIRA, Multi-task & Handle..., Team Leadership, Agile Methodologies, Test Management, Team Management, Web Applications
Education
University of Montreal 2001 — 2004
Certificate, Intercultural relations
University of Montreal 1993 — 1996
Baccalaureate, Anthropology
SID LEE September 2012 - Present
SID LEE April 2011 - September 2012
TELUS Health and Financial Solutions 2008 - 2011
Sunlife Financial 2005 - 2008
Sunlife Financial 1996 - 2005
Ste-Justine Hospital January 2002 - June 2002
Skills
Quality Assurance, Business Analysis, JIRA, Multi-task & Handle..., Team Leadership, Agile Methodologies, Test Management, Team Management, Web Applications
Education
University of Montreal 2001 — 2004
Certificate, Intercultural relations
University of Montreal 1993 — 1996
Baccalaureate, Anthropology
Barry Kuzminski Barry Kuzminski's SunLife Financial Experience January 2005 - Present
Job Financial Centre Manager at SunLife Financial
Industry Insurance
Experience
SunLife Financial January 2005 - Present
Sun Life Financial 2004 - Present
Sun Life Financial Inc June 2001 - January 2005
Clarica September 1995 - June 2001
Skills
Critical Illness, Fixed Annuities, Financial Planners, Mutual Funds, Retirement, Retirement Savings, Retirement Planning, Insurance, Recruiting, Disability Insurance, Investments, Term Life Insurance, Wealth Management, Segregated Funds, Life Insurance
Education
University of Nevada-Reno 1979 — 1983
B.Sc., Economics
University of Alberta 1978 — 1979
SunLife Financial January 2005 - Present
Sun Life Financial 2004 - Present
Sun Life Financial Inc June 2001 - January 2005
Clarica September 1995 - June 2001
Skills
Critical Illness, Fixed Annuities, Financial Planners, Mutual Funds, Retirement, Retirement Savings, Retirement Planning, Insurance, Recruiting, Disability Insurance, Investments, Term Life Insurance, Wealth Management, Segregated Funds, Life Insurance
Education
University of Nevada-Reno 1979 — 1983
B.Sc., Economics
University of Alberta 1978 — 1979
Steven Hupalo Steven Hupalo's SunLife Financial Experience March 2010 - January 2012
Job Learning a new trade
Industry Health, Wellness and Fitness
Experience
For a Career March 2013 - December 2013
Sunlife Financial March 2010 - January 2012
Edward Jones Investments March 2009 - January 2010
Opie Marketing Group Inc August 2007 - December 2008
Canadian Linen and Uniform Service October 2005 - December 2005
Dan McCluskey, CGA January 2005 - April 2005
Micro-Computer Repair September 1998 - April 2000
Skills
Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Finance, Financial Advisory, Invoicing, Bonds, Analysis, Tax, Financial Statements
Education
Sheridan College 2004 — 2006
Accounting Diploma, Accounting
Sheridan College 2003 — 2006
Business Administration, Accounting Co-op
For a Career March 2013 - December 2013
Sunlife Financial March 2010 - January 2012
Edward Jones Investments March 2009 - January 2010
Opie Marketing Group Inc August 2007 - December 2008
Canadian Linen and Uniform Service October 2005 - December 2005
Dan McCluskey, CGA January 2005 - April 2005
Micro-Computer Repair September 1998 - April 2000
Skills
Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Finance, Financial Advisory, Invoicing, Bonds, Analysis, Tax, Financial Statements
Education
Sheridan College 2004 — 2006
Accounting Diploma, Accounting
Sheridan College 2003 — 2006
Business Administration, Accounting Co-op
Nick Blitterswyk Nick Blitterswyk's SunLife Financial Experience 2003 - 2003
Job CEO at UGE International
Industry Renewables & Environment
Experience
UGE International January 2008 - Present
JPMorgan June 2006 - October 2007
Towers Perrin 2004 - 2006
Sunlife Financial 2003 - 2003
Skills
Product Design, Valuation, Business Development, Financial Modeling, Sales, Marketing, Private Equity, Corporate Finance, Start-ups, Management, Great Personality, Energy, Entrepreneurship, Renewable Energy, CEOs, Business Strategy, Energy Efficiency, Change Management, Business Minded, Sustainable Energy, Alternative Investments
Education
The University of Calgary 2002 — 2004
Bachelor of Science, Actuarial Science
University of Victoria 1999 — 2002
Cowichan 1996 — 1999
UGE International January 2008 - Present
JPMorgan June 2006 - October 2007
Towers Perrin 2004 - 2006
Sunlife Financial 2003 - 2003
Skills
Product Design, Valuation, Business Development, Financial Modeling, Sales, Marketing, Private Equity, Corporate Finance, Start-ups, Management, Great Personality, Energy, Entrepreneurship, Renewable Energy, CEOs, Business Strategy, Energy Efficiency, Change Management, Business Minded, Sustainable Energy, Alternative Investments
Education
The University of Calgary 2002 — 2004
Bachelor of Science, Actuarial Science
University of Victoria 1999 — 2002
Cowichan 1996 — 1999
Jerry Lynn's SunLife Financial Experience April 1994 - October 1999
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Prudential Financial June 2006 - March 2008
Columbia Management November 1999 - May 2006
Sunlife Financial April 1994 - October 1999
Skills
Leadership, Sales, New Business Development, Risk Management, Sales Management, Team Building, Investments, Customer Service, Training, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement Planning
Education
Louisiana State University 1988 — 1990
Graduate School of Banking
Louisiana Tech University 1978 — 1980
BS, Marketing
High School 1973 — 1976
Edward Jones July 2014 - Present
Prudential Financial June 2006 - March 2008
Columbia Management November 1999 - May 2006
Sunlife Financial April 1994 - October 1999
Skills
Leadership, Sales, New Business Development, Risk Management, Sales Management, Team Building, Investments, Customer Service, Training, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement Planning
Education
Louisiana State University 1988 — 1990
Graduate School of Banking
Louisiana Tech University 1978 — 1980
BS, Marketing
High School 1973 — 1976
Richard Farmer, MBA, MA, CIM Richard Farmer, MBA, MA, CIM's SunLife Financial Experience 1998 - 2001
Job Strategy & Operations Specialist
Industry Management Consulting
Experience
CPA (Illinois) May 2014 - Present
Metier Vietnam October 2011 - 2015
The Aga Khan Foundation, Canada July 2014 - October 2014
Inferenz Communications December 2008 - October 2011
Asia Case Research Centre, University of Hong Kong 2006 - 2009
Vincom Financial Group 2008 - 2008
If Asia Strategist Limited 2007 - 2008
Manulife Investments (Elliott & Page Ltd) 2002 - 2005
SunLife Financial 1998 - 2001
Mackenzie Financial 1997 - 1998
Skills
Strategy Development, Strategic Planning, Strategic Analysis, Business Strategy, Research, Operations Management, Operational Planning, Project Planning, Project Implementation, Management Consulting, Innovative Problem..., Problem Solving, Analysis, Emerging Markets, East Asia, Canada, Financial Sector, Wealth Management, International Project..., Entrepreneurship, Entrepreneurial..., Start-ups, Mutual Funds, Portfolio Management, CIM, Financial Services, Strategy, Business Process..., Risk Management, Competitive Analysis, Management, Corporate Finance, Leadership, Investments, Finance, Banking, Training
Education
University of Phoenix 2012 — 2013
Masters
The University of Hong Kong 2005 — 2006
MBA
University of Leeds 1999 — 2004
MA
Investment Funds Institute of Canada
University of Waterloo 1991 — 1997
BA
Ajax High School
Canadian Securities Institute
CPA (Illinois) May 2014 - Present
Metier Vietnam October 2011 - 2015
The Aga Khan Foundation, Canada July 2014 - October 2014
Inferenz Communications December 2008 - October 2011
Asia Case Research Centre, University of Hong Kong 2006 - 2009
Vincom Financial Group 2008 - 2008
If Asia Strategist Limited 2007 - 2008
Manulife Investments (Elliott & Page Ltd) 2002 - 2005
SunLife Financial 1998 - 2001
Mackenzie Financial 1997 - 1998
Skills
Strategy Development, Strategic Planning, Strategic Analysis, Business Strategy, Research, Operations Management, Operational Planning, Project Planning, Project Implementation, Management Consulting, Innovative Problem..., Problem Solving, Analysis, Emerging Markets, East Asia, Canada, Financial Sector, Wealth Management, International Project..., Entrepreneurship, Entrepreneurial..., Start-ups, Mutual Funds, Portfolio Management, CIM, Financial Services, Strategy, Business Process..., Risk Management, Competitive Analysis, Management, Corporate Finance, Leadership, Investments, Finance, Banking, Training
Education
University of Phoenix 2012 — 2013
Masters
The University of Hong Kong 2005 — 2006
MBA
University of Leeds 1999 — 2004
MA
Investment Funds Institute of Canada
University of Waterloo 1991 — 1997
BA
Ajax High School
Canadian Securities Institute
Nicole M. Tremblay, Esq. Nicole M. Tremblay, Esq.'s SunLife Financial Experience 1996 - 2002
Job Senior Vice President, Chief Compliance Officer at Weston Financial
Industry Financial Services
Experience
Weston Financial 2002 - Present
Allmerica Financial 2002 - 2002
Sunlife Financial 1996 - 2002
Skills
Legal Compliance, Risk Management, Strategic Planning, Series 24, Series 7, Investments, Financial Services, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Company Act, Investment Advisors Act, Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Finance, FINRA, Insurance, Banking, Licensing, Asset Managment, AML, OFAC, Hedge Funds, Equities, Asset Management, FDIC, Wealth Management, Due Diligence, Alternative Investments, Management, Leadership, Financial Analysis, Financial Risk, Mergers & Acquisitions, Series 63, Corporate Governance, Relationship Management, Securities Regulation, Consulting, Executive Management, Business Analysis, Legal Research, Legal Writing
Education
Suffolk University Law School
Juris Doctorate Degree, Securities and Corporate Law
University of Massachusetts, Amherst
BA in Legal Studies & French, University of Massachusetts at Amherst
Weston Financial 2002 - Present
Allmerica Financial 2002 - 2002
Sunlife Financial 1996 - 2002
Skills
Legal Compliance, Risk Management, Strategic Planning, Series 24, Series 7, Investments, Financial Services, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Company Act, Investment Advisors Act, Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Finance, FINRA, Insurance, Banking, Licensing, Asset Managment, AML, OFAC, Hedge Funds, Equities, Asset Management, FDIC, Wealth Management, Due Diligence, Alternative Investments, Management, Leadership, Financial Analysis, Financial Risk, Mergers & Acquisitions, Series 63, Corporate Governance, Relationship Management, Securities Regulation, Consulting, Executive Management, Business Analysis, Legal Research, Legal Writing
Education
Suffolk University Law School
Juris Doctorate Degree, Securities and Corporate Law
University of Massachusetts, Amherst
BA in Legal Studies & French, University of Massachusetts at Amherst
Jeff Dunn Jeff Dunn's SunLife Financial Experience February 2007 - February 2008
Job Divisional Vice President SunAmerica Retirement Solutions
Industry Financial Services
Experience
AIG Retirement Services February 2008 - Present
Sunlife Financial February 2007 - February 2008
Prudential Financial February 2004 - February 2008
Morgan Stanley Dean Witter January 1988 - February 2004
Skills
Fixed Annuities, Investments, Retirement, Retirement Planning, Sales, Financial Services, Finance, Variable Annuities, Marketing, Series 7, Series 63, Series 6, Securities, Insurance, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Sales Operations, Sales Presentations, Strategy
Education
Hennepin Technical College
Marketing, 1979 Graduate with emphasis in Sales and Marketing
AIG Retirement Services February 2008 - Present
Sunlife Financial February 2007 - February 2008
Prudential Financial February 2004 - February 2008
Morgan Stanley Dean Witter January 1988 - February 2004
Skills
Fixed Annuities, Investments, Retirement, Retirement Planning, Sales, Financial Services, Finance, Variable Annuities, Marketing, Series 7, Series 63, Series 6, Securities, Insurance, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Sales Operations, Sales Presentations, Strategy
Education
Hennepin Technical College
Marketing, 1979 Graduate with emphasis in Sales and Marketing
John M. Grove John M. Grove's SunLife Financial Experience 1998 - 2004
Job [RETIRED]Human Resources Business Partner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2011 - August 2012
Next Generation Insurance Group LLC May 2011 - September 2011
Vantage Deluxe World Travel November 2010 - May 2011
Shawmut Design and Construction 2008 - 2010
First Marblehead 2006 - 2008
State Street Global Advisors SSgA June 2004 - September 2006
SunLife Financial 1998 - 2004
ADEPT, Inc 1995 - 1998
CDM 1980 - 1993
Skills
HRIS, Compensation, Succession Planning, Employee Relations, Organizational..., Downsizing, M&A due diligence, Compensation..., Deferred Compensation, Compensation & Benefit, Human Resources, Policy, Strategy, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, HR Policies, Talent Management, Applicant Tracking..., Financial Services, Performance Management, Employee Training, Executive Coaching, Interviews, Change Management, Internal Communications, Job Descriptions, Job Evaluation, Start-ups, Organizational..., Management Review, Executive Pay, Employment Law, Management, Mergers & Acquisitions, Organizational Design, Onboarding
Education
Oakland University
Masters
Wichita State University
BA
Brown Brothers Harriman December 2011 - August 2012
Next Generation Insurance Group LLC May 2011 - September 2011
Vantage Deluxe World Travel November 2010 - May 2011
Shawmut Design and Construction 2008 - 2010
First Marblehead 2006 - 2008
State Street Global Advisors SSgA June 2004 - September 2006
SunLife Financial 1998 - 2004
ADEPT, Inc 1995 - 1998
CDM 1980 - 1993
Skills
HRIS, Compensation, Succession Planning, Employee Relations, Organizational..., Downsizing, M&A due diligence, Compensation..., Deferred Compensation, Compensation & Benefit, Human Resources, Policy, Strategy, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, HR Policies, Talent Management, Applicant Tracking..., Financial Services, Performance Management, Employee Training, Executive Coaching, Interviews, Change Management, Internal Communications, Job Descriptions, Job Evaluation, Start-ups, Organizational..., Management Review, Executive Pay, Employment Law, Management, Mergers & Acquisitions, Organizational Design, Onboarding
Education
Oakland University
Masters
Wichita State University
BA
Eric S. Cott Eric S. Cott's SunLife Financial Experience 2008 - 2009
Job Director FA Marketing & Education for the OIC
Industry Financial Services
Experience
ESC Consulting LLC 2009 - Present
The Options Industry Council 2009 - Present
Sunlife Financial 2008 - 2009
Merrill Lynch 1996 - 2008
Hopper Soliday & Co., Inc. 1993 - 1996
Simpson Thacher & Bartlett LLP 1990 - 1993
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Equities, Public Speaking, Presenter, Derivatives, Financial Markets, Finance, FINRA, Options Strategies, Retirement, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Business Development, Options, Fixed Income, Investment Strategies, Trading, ETFs, Bonds, Investment Management, Wealth, Equity Trading, Financial Services, Wealth Management..., Strategic Financial..., Fixed Annuities, Estate Planning, 401k, Series 65, Capital Markets, Financial Planners, IRAs, Uniform Combined State..., Series 24, High Net Worth..., Separately Managed..., Hedging, Personal Financial...
Education
University of Wisconsin-Madison 1986 — 1989
BA, History
Tulane University 1984 — 1986
BA, Economics
Merrick/Bellmore 1981 — 1984
ESC Consulting LLC 2009 - Present
The Options Industry Council 2009 - Present
Sunlife Financial 2008 - 2009
Merrill Lynch 1996 - 2008
Hopper Soliday & Co., Inc. 1993 - 1996
Simpson Thacher & Bartlett LLP 1990 - 1993
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Equities, Public Speaking, Presenter, Derivatives, Financial Markets, Finance, FINRA, Options Strategies, Retirement, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Business Development, Options, Fixed Income, Investment Strategies, Trading, ETFs, Bonds, Investment Management, Wealth, Equity Trading, Financial Services, Wealth Management..., Strategic Financial..., Fixed Annuities, Estate Planning, 401k, Series 65, Capital Markets, Financial Planners, IRAs, Uniform Combined State..., Series 24, High Net Worth..., Separately Managed..., Hedging, Personal Financial...
Education
University of Wisconsin-Madison 1986 — 1989
BA, History
Tulane University 1984 — 1986
BA, Economics
Merrick/Bellmore 1981 — 1984
Lisa Poletti's SunLife Financial Experience April 2007 - July 2009
Job
Industry Banking
Experience
PayPal 2012 - 2014
US Department of Homeland Security October 2010 - November 2012
SunLife Financial April 2007 - July 2009
HSBC October 2004 - October 2006
GE Consumer Finance June 2000 - October 2004
GE Capital July 1999 - June 2000
GE Plastics May 1998 - July 1999
General Electric November 1997 - May 1998
First Union National Bank August 1996 - August 1997
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Business Process..., Operational Excellence, Change Management, Financial Analysis, Vendor Management, Management Consulting, Business Analysis, Risk Management, Project Portfolio..., Management, Process Management, Program Management, Analysis, Strategy, Training, Business Transformation, PMP, Project Management, Leadership, Operations Management, PMO, SDLC, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
University of Pittsburgh
MBA
PayPal 2012 - 2014
US Department of Homeland Security October 2010 - November 2012
SunLife Financial April 2007 - July 2009
HSBC October 2004 - October 2006
GE Consumer Finance June 2000 - October 2004
GE Capital July 1999 - June 2000
GE Plastics May 1998 - July 1999
General Electric November 1997 - May 1998
First Union National Bank August 1996 - August 1997
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Business Process..., Operational Excellence, Change Management, Financial Analysis, Vendor Management, Management Consulting, Business Analysis, Risk Management, Project Portfolio..., Management, Process Management, Program Management, Analysis, Strategy, Training, Business Transformation, PMP, Project Management, Leadership, Operations Management, PMO, SDLC, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
University of Pittsburgh
MBA
Andrew Annett's SunLife Financial Experience April 2008 - November 2009
Job Agile Coach at Desire2Learn
Industry E-Learning
Experience
Desire2Learn October 2013 - Present
LeanIntuit 2011 - Present
It's Understood Communication January 2010 - Present
WSIB July 2012 - October 2013
Sunlife Financial April 2008 - November 2009
Butterfield Fulcrum October 2006 - January 2008
HSBC October 2002 - November 2005
Paragon Bermuda Ltd. July 2000 - October 2002
IBM Bermuda February 1996 - July 2000
TD Bank Group January 1994 - February 1996
Skills
Agile Methodologies, Change Management, Coaching, Agile Project Management, Scrum, Business Analysis, Strategy, Business Process, Program Management, Cross-functional Team..., Kanban, Software Development, Retrospectives, EQi, Training & Development, Employee Training, LSP
Education
Results Coaching Systems 2010 — 2010
Certificate of Coaching Skills
Ivey Business School at Western University 1983 — 1985
MBA
McGill University 1974 — 1977
BA
United World College of the Atlantic 1972 — 1974
IB
QHS
Desire2Learn October 2013 - Present
LeanIntuit 2011 - Present
It's Understood Communication January 2010 - Present
WSIB July 2012 - October 2013
Sunlife Financial April 2008 - November 2009
Butterfield Fulcrum October 2006 - January 2008
HSBC October 2002 - November 2005
Paragon Bermuda Ltd. July 2000 - October 2002
IBM Bermuda February 1996 - July 2000
TD Bank Group January 1994 - February 1996
Skills
Agile Methodologies, Change Management, Coaching, Agile Project Management, Scrum, Business Analysis, Strategy, Business Process, Program Management, Cross-functional Team..., Kanban, Software Development, Retrospectives, EQi, Training & Development, Employee Training, LSP
Education
Results Coaching Systems 2010 — 2010
Certificate of Coaching Skills
Ivey Business School at Western University 1983 — 1985
MBA
McGill University 1974 — 1977
BA
United World College of the Atlantic 1972 — 1974
IB
QHS
Allan Bain's SunLife Financial Experience July 1996 - August 2000
Job Sr. Manager of Merchandising Operations and Promotional Execution
Industry Retail
Experience
Staples April 2012 - Present
Staples September 2010 - April 2012
Staples Inc. January 2007 - September 2010
Staples May 2005 - January 2007
Staples February 2005 - May 2005
Staples September 2001 - February 2005
W.A. Wilde January 2001 - September 2001
Sunlife Financial July 1996 - August 2000
Skills
Inventory Management, Merchandising, Retail, Forecasting, Account Management, Customer Service, Team Building, Sales, Supply Chain Management, E-commerce, Supply Chain, B2B, Cross-functional Team..., Microsoft Office, Process Improvement, Analysis, Strategy, Budgets, Management, Leadership
Education
Stonehill College 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Holliston 1989 — 1992
Staples April 2012 - Present
Staples September 2010 - April 2012
Staples Inc. January 2007 - September 2010
Staples May 2005 - January 2007
Staples February 2005 - May 2005
Staples September 2001 - February 2005
W.A. Wilde January 2001 - September 2001
Sunlife Financial July 1996 - August 2000
Skills
Inventory Management, Merchandising, Retail, Forecasting, Account Management, Customer Service, Team Building, Sales, Supply Chain Management, E-commerce, Supply Chain, B2B, Cross-functional Team..., Microsoft Office, Process Improvement, Analysis, Strategy, Budgets, Management, Leadership
Education
Stonehill College 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Holliston 1989 — 1992
Dmitry Sheinin's SunLife Financial Experience April 2013 - Present
Job Senior Data Integration and BI Consultant at Sunlife Financial
Industry Information Technology and Services
Experience
Sunlife Financial April 2013 - Present
SunLife 2013 - 2015
SunLife 2013 - 2015
SunLife 2013 - 2015
BlueCrossNetwork (BCN), BlueCrossBlueSheild of Michigan (BCBSM), Jonahgroup September 2011 - April 2013
TELUS September 2010 - September 2011
Citibank Capital Markets January 2010 - August 2010
CIBC Wealth Management February 2009 - January 2010
Cancer Care Ontario August 2008 - February 2009
Wyeth Consumer Healthcare 2007 - 2008
Skills
ETL, Data Modeling, Informatica, Data Integration, Business Intelligence, SAS, Solution Architecture, Data Warehousing, Oracle, DB2, Erwin, Data Warehouse..., Systems Analysis, SQL, PL/SQL, SDLC, Datastage, Microsoft SQL Server, AIX, Performance Tuning, Unix Shell Scripting, Requirements Analysis, Data Architecture, Ab Initio, IDQ, Quality Stage, SAS DI Studio, SAS BI Server, Team Leadership, Technical Architecture, Control-M, Microsoft BI Suite, Talend, Powershell, Healthcare Industry, Banking, Telco Industry, Government, Capital Markets, Pharmaceutical Industry
Education
Cloudera 2014 — 2014
Course Certificate, Cloudera Data Analyst Training: Using Pig, Hive, and Impala with Hadoop
The Hebrew University
Sunlife Financial April 2013 - Present
SunLife 2013 - 2015
SunLife 2013 - 2015
SunLife 2013 - 2015
BlueCrossNetwork (BCN), BlueCrossBlueSheild of Michigan (BCBSM), Jonahgroup September 2011 - April 2013
TELUS September 2010 - September 2011
Citibank Capital Markets January 2010 - August 2010
CIBC Wealth Management February 2009 - January 2010
Cancer Care Ontario August 2008 - February 2009
Wyeth Consumer Healthcare 2007 - 2008
Skills
ETL, Data Modeling, Informatica, Data Integration, Business Intelligence, SAS, Solution Architecture, Data Warehousing, Oracle, DB2, Erwin, Data Warehouse..., Systems Analysis, SQL, PL/SQL, SDLC, Datastage, Microsoft SQL Server, AIX, Performance Tuning, Unix Shell Scripting, Requirements Analysis, Data Architecture, Ab Initio, IDQ, Quality Stage, SAS DI Studio, SAS BI Server, Team Leadership, Technical Architecture, Control-M, Microsoft BI Suite, Talend, Powershell, Healthcare Industry, Banking, Telco Industry, Government, Capital Markets, Pharmaceutical Industry
Education
Cloudera 2014 — 2014
Course Certificate, Cloudera Data Analyst Training: Using Pig, Hive, and Impala with Hadoop
The Hebrew University
Megan Granger's SunLife Financial Experience September 2006 - October 2007
Job Capital Management Senior Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial January 2011 - March 2012
Sun Life Financial October 2007 - December 2010
Sun Life Financial of Canada May 2010 - October 2010
Sunlife Financial September 2006 - October 2007
Sun Life Financial April 2005 - September 2006
Investors Bank and Trust June 2004 - April 2005
Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management
Education
Stonehill College 2000 — 2004
Finance Major, Computer Information Systems Minor
Sun Life Financial April 2012 - Present
Sun Life Financial January 2011 - March 2012
Sun Life Financial October 2007 - December 2010
Sun Life Financial of Canada May 2010 - October 2010
Sunlife Financial September 2006 - October 2007
Sun Life Financial April 2005 - September 2006
Investors Bank and Trust June 2004 - April 2005
Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management
Education
Stonehill College 2000 — 2004
Finance Major, Computer Information Systems Minor
Judit Tomka's SunLife Financial Experience 2001 - 2002
Job Sphere Entertainment
Industry Entertainment
Experience
Sphere Entertainment October 2011 - Present
Little Explorers Pre-School July 2010 - July 2013
Shaw Media May 2005 - November 2011
Bell ExpressVu 2002 - 2005
Sunlife Financial 2001 - 2002
Star Choice Communications 2000 - 2001
Skills
Children's Entertainment, Business Strategy, Negotiation, Marketing Strategy, Entertainment, Marketing, Sales, Digital Media, CRM, Brand Management, Leadership, Cross-functional Team..., Strategy, Product Development, Market Analysis, Television, Management, Broadcast
Education
Harvard Business School 2008 — 2009
Negotiation / Strategy
Heriot-Watt University 1999 — 2000
MBA, Business
Université Sorbonne Nouvelle - Paris 3 1995 — 1997
MA, Economics and French Language and Literature
College for Foreign Trade 1986 — 1990
Diploma, International Business
Sphere Entertainment October 2011 - Present
Little Explorers Pre-School July 2010 - July 2013
Shaw Media May 2005 - November 2011
Bell ExpressVu 2002 - 2005
Sunlife Financial 2001 - 2002
Star Choice Communications 2000 - 2001
Skills
Children's Entertainment, Business Strategy, Negotiation, Marketing Strategy, Entertainment, Marketing, Sales, Digital Media, CRM, Brand Management, Leadership, Cross-functional Team..., Strategy, Product Development, Market Analysis, Television, Management, Broadcast
Education
Harvard Business School 2008 — 2009
Negotiation / Strategy
Heriot-Watt University 1999 — 2000
MBA, Business
Université Sorbonne Nouvelle - Paris 3 1995 — 1997
MA, Economics and French Language and Literature
College for Foreign Trade 1986 — 1990
Diploma, International Business
Jeff Kucab's SunLife Financial Experience 2000 - November 2011
Job Regional Sales Manager at Reliance Standard
Industry Insurance
Experience
Reliance Standard November 2011 - Present
SunLife Financial 2000 - November 2011
Skills
Customer Service, Disability Insurance, Employee Benefits, Group Insurance, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Marketing, Sales, Strategic Planning, Underwriting, Voluntary Employee...
Education
Michigan State University 1995 — 2000
Reliance Standard November 2011 - Present
SunLife Financial 2000 - November 2011
Skills
Customer Service, Disability Insurance, Employee Benefits, Group Insurance, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Marketing, Sales, Strategic Planning, Underwriting, Voluntary Employee...
Education
Michigan State University 1995 — 2000
Shariq Zameer (PMP)'s SunLife Financial Experience January 2011 - June 2011
Job Technology Solution Architect
Industry Financial Services
Experience
Diebold February 2012 - Present
RBC June 2010 - Present
Brookfield Corporate Operations September 2011 - February 2012
Sunlife financial January 2011 - June 2011
RBC January 2008 - January 2011
Mackenzie Financial 2000 - 2007
Skills
CRM, Cloud Computing, SharePoint, Data Migration, Management, SDLC, Banking, Project Management, .NET, Infrastructure, Leadership, Project Portfolio..., IT Strategy, PMO, Requirements Analysis, Vendor Management, ITIL, Software Project..., PMP, Integration, Enterprise Architecture, Solution Architecture, IT Service Management, Stakeholder Management, Service Delivery, Data Center, SQL, Financial Services, Microsoft SQL Server, Data Warehousing, Team Management, Databases, Project Delivery, Requirements Gathering, Business Analysis, Budget Forecasts, Budget Monitoring, Budget Process, Business Process, Business Requirements, IT Management, Information Technology, Resource Management, Project Estimation, Project Planning, Resource Allocation, MS Project
Education
Ryerson University 2002 — 2004
Bachelor's degree, Information Technology Management
Diebold February 2012 - Present
RBC June 2010 - Present
Brookfield Corporate Operations September 2011 - February 2012
Sunlife financial January 2011 - June 2011
RBC January 2008 - January 2011
Mackenzie Financial 2000 - 2007
Skills
CRM, Cloud Computing, SharePoint, Data Migration, Management, SDLC, Banking, Project Management, .NET, Infrastructure, Leadership, Project Portfolio..., IT Strategy, PMO, Requirements Analysis, Vendor Management, ITIL, Software Project..., PMP, Integration, Enterprise Architecture, Solution Architecture, IT Service Management, Stakeholder Management, Service Delivery, Data Center, SQL, Financial Services, Microsoft SQL Server, Data Warehousing, Team Management, Databases, Project Delivery, Requirements Gathering, Business Analysis, Budget Forecasts, Budget Monitoring, Budget Process, Business Process, Business Requirements, IT Management, Information Technology, Resource Management, Project Estimation, Project Planning, Resource Allocation, MS Project
Education
Ryerson University 2002 — 2004
Bachelor's degree, Information Technology Management
Dakota Pardy's SunLife Financial Experience 1900 - 1901
Job Manager IT/ Technical Architect at Quickplay
Industry Computer Software
Experience
Quickplay April 2014 - Present
Toronto Star July 2012 - December 2013
Bank of Montreal July 2011 - July 2012
BMO Financial Group 2007 - July 2011
Sunlife Financial 1900 - 1901
Skills
Business Analysis, SDLC, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Solution Architecture, Infrastructure, IT Infrastructure..., IT Strategy, Vendor Management, IT Management, Software Development, Data Center, Windows Server, Oracle, Cloud Computing, SQL, Virtualization, Hyper-V, Troubleshooting, Linux, Microsoft Exchange
Education
Sheridan College 1992 — 1998
programmer, computers
Queen Elizabeth 1988 — 1992
Quickplay April 2014 - Present
Toronto Star July 2012 - December 2013
Bank of Montreal July 2011 - July 2012
BMO Financial Group 2007 - July 2011
Sunlife Financial 1900 - 1901
Skills
Business Analysis, SDLC, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Solution Architecture, Infrastructure, IT Infrastructure..., IT Strategy, Vendor Management, IT Management, Software Development, Data Center, Windows Server, Oracle, Cloud Computing, SQL, Virtualization, Hyper-V, Troubleshooting, Linux, Microsoft Exchange
Education
Sheridan College 1992 — 1998
programmer, computers
Queen Elizabeth 1988 — 1992
Aaron Chabot's SunLife Financial Experience August 2002 - June 2004
Job Account Manager at AllCare Plus Pharmacy
Industry Pharmaceuticals
Experience
AllCare Plus Pharmacy January 2015 - Present
AssistRx August 2014 - November 2014
AssistRx March 2014 - August 2014
inVentiv Health August 2013 - March 2014
The ExecuSearch Group November 2012 - June 2013
PharmaHealth Specialty Pharmacy March 2010 - November 2012
SpecialtyScripts Pharmacy a Cardinal Health Company November 2007 - March 2010
Option One Mortgage Corp 2004 - 2007
SunLife Financial August 2002 - June 2004
Skills
Healthcare, Recruiting, Managed Care, Leadership, Training, Strategic Planning, Customer Service, Mortgage Lending, Cold Calling, Long-term Care, Loans, Sales, Strategy, Finance, Selling, Human Resources, Temporary Staffing, Business Development
Education
Salve Regina University 1998 — 2002
BA, Business Administration and Management, General
AllCare Plus Pharmacy January 2015 - Present
AssistRx August 2014 - November 2014
AssistRx March 2014 - August 2014
inVentiv Health August 2013 - March 2014
The ExecuSearch Group November 2012 - June 2013
PharmaHealth Specialty Pharmacy March 2010 - November 2012
SpecialtyScripts Pharmacy a Cardinal Health Company November 2007 - March 2010
Option One Mortgage Corp 2004 - 2007
SunLife Financial August 2002 - June 2004
Skills
Healthcare, Recruiting, Managed Care, Leadership, Training, Strategic Planning, Customer Service, Mortgage Lending, Cold Calling, Long-term Care, Loans, Sales, Strategy, Finance, Selling, Human Resources, Temporary Staffing, Business Development
Education
Salve Regina University 1998 — 2002
BA, Business Administration and Management, General
Kara Doherty's SunLife Financial Experience July 2004 - June 2006
Job Parish Services Coordinator at Archdiocese of Boston
Industry Human Resources
Experience
Archdiocese of Boston February 2009 - Present
The MathWorks November 2008 - March 2009
HiWired, Inc November 2007 - August 2008
New England Nurses 2006 - 2007
Sunlife Financial July 2004 - June 2006
Putnam Investments 2002 - 2004
Education
Salve Regina University 1998 — 2002
Archdiocese of Boston February 2009 - Present
The MathWorks November 2008 - March 2009
HiWired, Inc November 2007 - August 2008
New England Nurses 2006 - 2007
Sunlife Financial July 2004 - June 2006
Putnam Investments 2002 - 2004
Education
Salve Regina University 1998 — 2002
Gustavo Santana's SunLife Financial Experience September 2005 - July 2011
Job Owner and advisor at Santana Insurance and Financial Services
Industry Insurance
Experience
Santana Insurance and Financial Services July 2011 - Present
Oriana Wealth 2011 - Present
Oriana Financial Group of Canada Ltd #10214 2011 - 2013
Sunlife Financial September 2005 - July 2011
WSI Internet Consulting October 2004 - August 2005
Banco Mercantil October 1991 - March 2003
Skills
Credit Analysis, Financial Analysis, Disability Insurance, GIC, Investments, Insurance, Portfolio Management, Finance, Leadership, Financial Services, Management, Analysis, Sales, Budgets, Negotiation, CRM, Risk Management, Customer Service, Wealth, Financial Advisory, Time Management, Process Improvement, Critical Illness, Health Insurance, Retirement Planning, Mutual Funds, Project Planning, Market Research, Wealth Management, Financial Risk, Investment Strategies, Strategic Financial..., Retirement
Education
IESA 1999 — 2000
Finance degree, Finances
Universidad Católica Andrés Bello 1985 — 1988
Master, Business Administration (MBA) mention: Finance
Universidad Simón Bolívar 1979 — 1984
Bachelor Engineering, Urban Planing
Instituto Escuela 1973 — 1979
Bachelor in Science, Urban Planning
Santana Insurance and Financial Services July 2011 - Present
Oriana Wealth 2011 - Present
Oriana Financial Group of Canada Ltd #10214 2011 - 2013
Sunlife Financial September 2005 - July 2011
WSI Internet Consulting October 2004 - August 2005
Banco Mercantil October 1991 - March 2003
Skills
Credit Analysis, Financial Analysis, Disability Insurance, GIC, Investments, Insurance, Portfolio Management, Finance, Leadership, Financial Services, Management, Analysis, Sales, Budgets, Negotiation, CRM, Risk Management, Customer Service, Wealth, Financial Advisory, Time Management, Process Improvement, Critical Illness, Health Insurance, Retirement Planning, Mutual Funds, Project Planning, Market Research, Wealth Management, Financial Risk, Investment Strategies, Strategic Financial..., Retirement
Education
IESA 1999 — 2000
Finance degree, Finances
Universidad Católica Andrés Bello 1985 — 1988
Master, Business Administration (MBA) mention: Finance
Universidad Simón Bolívar 1979 — 1984
Bachelor Engineering, Urban Planing
Instituto Escuela 1973 — 1979
Bachelor in Science, Urban Planning
Nick Abbott-Hankin's SunLife Financial Experience June 2008 - Present
Job Group Insurance Underwriter Sunlife Financial
Industry Insurance
Experience
Sunlife Financial June 2008 - Present
Sun Life Financial February 2006 - June 2008
FL Chamberlain School June 2003 - February 2006
Skills
Employee Benefits, Insurance, Dental, Underwriting, Dentistry, Sales, Account Management, Leadership, Sales Management, Training, Claim, Teamwork, Brokers
Education
Saint Michael's College 1999 — 2003
BS, Psychology
ORRHS
Sunlife Financial June 2008 - Present
Sun Life Financial February 2006 - June 2008
FL Chamberlain School June 2003 - February 2006
Skills
Employee Benefits, Insurance, Dental, Underwriting, Dentistry, Sales, Account Management, Leadership, Sales Management, Training, Claim, Teamwork, Brokers
Education
Saint Michael's College 1999 — 2003
BS, Psychology
ORRHS
Mirjana Krsmanovic's SunLife Financial Experience May 2007 - Present
Job Project Manager at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial May 2007 - Present
Education
University of Belgrade 1981 — 1990
Sunlife Financial May 2007 - Present
Education
University of Belgrade 1981 — 1990
Kristina Ciccolo's SunLife Financial Experience March 2009 - Present
Job Financial Analyst at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial March 2009 - Present
BearingPoint Consulting March 2007 - March 2009
Staples June 2005 - December 2006
Education
Salve Regina University 2001 — 2005
Sunlife Financial March 2009 - Present
BearingPoint Consulting March 2007 - March 2009
Staples June 2005 - December 2006
Education
Salve Regina University 2001 — 2005
Tharma Tharmaratnam's SunLife Financial Experience September 2002 - December 2003
Job Senior System QA/Testing Consultant at MTCU
Industry Information Technology and Services
Experience
Ontario Ministry of Training Colleges & Universities April 2013 - Present
Ontario Ministry of Citizenship & Immigration) April 2012 - Present
MTCU (Ontario Ministry of Training Colleges and Universities) April 2008 - March 2012
Ministry of Citezenship & Immigration 2012 - 2012
Symcor October 2007 - April 2008
CIBC Wealth Management June 2006 - October 2007
TD Canada Trust Bank 2005 - 2006
Sunlife Financial September 2002 - December 2003
EDS Canada 1998 - 2000
EDS Canada 1998 - 2000
Skills
Testing, User Acceptance Testing, Quality Assurance, Retail, Test Director, Quality Center, SDLC, Test Planning, QTP, RUP, Agile, Requirements Analysis, ITIL, DB2, Waterfall, Visio, MS Project, SQL, Unix, Business Analysis, Process Improvement, Banking, Release Management, Integration, Test Management, Software Quality..., UML, Databases, Test Strategy, System Testing
Education
London Metropolitan University
Ontario Ministry of Training Colleges & Universities April 2013 - Present
Ontario Ministry of Citizenship & Immigration) April 2012 - Present
MTCU (Ontario Ministry of Training Colleges and Universities) April 2008 - March 2012
Ministry of Citezenship & Immigration 2012 - 2012
Symcor October 2007 - April 2008
CIBC Wealth Management June 2006 - October 2007
TD Canada Trust Bank 2005 - 2006
Sunlife Financial September 2002 - December 2003
EDS Canada 1998 - 2000
EDS Canada 1998 - 2000
Skills
Testing, User Acceptance Testing, Quality Assurance, Retail, Test Director, Quality Center, SDLC, Test Planning, QTP, RUP, Agile, Requirements Analysis, ITIL, DB2, Waterfall, Visio, MS Project, SQL, Unix, Business Analysis, Process Improvement, Banking, Release Management, Integration, Test Management, Software Quality..., UML, Databases, Test Strategy, System Testing
Education
London Metropolitan University
Doug Ilton's SunLife Financial Experience 2002 - 2004
Job Senior Project Delivery Manager
Industry Information Technology and Services
Experience
Scotiabank October 2014 - Present
Dicom Consulting Inc. October 1988 - Present
Rogers April 2009 - August 2014
CIBC 2006 - 2008
MTS Allstream 2004 - 2006
Sun Life Financial 2004 - 2005
ADP January 2004 - July 2004
Sunlife Financial 2002 - 2004
IESO February 2000 - July 2002
Philip Services Corporation February 1998 - February 2000
Skills
Project Planning, PMP, Management, Project Management, SDLC, CRM, Enterprise Architecture, Project Portfolio..., Business Analysis, Business Process, Data Center, Disaster Recovery, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Outsourcing, PMO, Program Management, Project Delivery, Requirements Analysis, Scrum, Software Project..., Solution Architecture, Telecommunications, Vendor Management
Education
Sheridan College 1981 — 1983
Computer Science
Scotiabank October 2014 - Present
Dicom Consulting Inc. October 1988 - Present
Rogers April 2009 - August 2014
CIBC 2006 - 2008
MTS Allstream 2004 - 2006
Sun Life Financial 2004 - 2005
ADP January 2004 - July 2004
Sunlife Financial 2002 - 2004
IESO February 2000 - July 2002
Philip Services Corporation February 1998 - February 2000
Skills
Project Planning, PMP, Management, Project Management, SDLC, CRM, Enterprise Architecture, Project Portfolio..., Business Analysis, Business Process, Data Center, Disaster Recovery, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Outsourcing, PMO, Program Management, Project Delivery, Requirements Analysis, Scrum, Software Project..., Solution Architecture, Telecommunications, Vendor Management
Education
Sheridan College 1981 — 1983
Computer Science
Ralph Sherman's SunLife Financial Experience July 1999 - March 2000
Job Sr Manager at IPD
Industry Computer Software
Experience
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Image Process Design (IPD) October 2005 - Present
Hartford Life June 2004 - October 2005
Image Process Design (IPD) March 2000 - June 2004
Sunlife Financial July 1999 - March 2000
Mass Mutual March 1996 - July 1999
Connecticut Mutual October 1981 - March 1996
Skills
FileNet, ECM, Content Management, Business Management, Senior Project Manager, Enterprise Content..., Software Development, Agile Methodologies, Business Process Design, Management, Enterprise Software, Program Management, IT Management, Microsoft SQL Server, XML, Data Center, Integration, Project Management, Business Process, Professional Services, Web Applications, CRM, .NET, Web Services, Software Project..., SDLC, Document Management, SOA, Business Process...
Education
Southern Connecticut State University 1969 — 1973
BS, Biology
Rockville High School
Keith Oser's SunLife Financial Experience March 2007 - Present
Job Senior Group Sales Rep at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial March 2007 - Present
Education
Philadelphia University 1988 — 1992
Abington High School
Sunlife Financial March 2007 - Present
Education
Philadelphia University 1988 — 1992
Abington High School
Elizabeth Bond's SunLife Financial Experience June 2007 - August 2014
Job Consultant at Shatzkin Systems, Inc.
Industry Insurance
Experience
Shatzkin Systems, Inc. August 2014 - Present
SunLife Financial June 2007 - August 2014
Skills
Disability Insurance, Employee Benefits, Insurance, Sales, Microsoft Excel, Life Insurance, Customer Service, Microsoft Word, PowerPoint, Negotiation, Microsoft Office, Voluntary Employee..., Health Savings Accounts, Coaching
Education
NYU
Masters Certificate in Business & Executive Coaching, Human Resources Development
Williams College
BA, English, French, Leadership Studies
Shatzkin Systems, Inc. August 2014 - Present
SunLife Financial June 2007 - August 2014
Skills
Disability Insurance, Employee Benefits, Insurance, Sales, Microsoft Excel, Life Insurance, Customer Service, Microsoft Word, PowerPoint, Negotiation, Microsoft Office, Voluntary Employee..., Health Savings Accounts, Coaching
Education
NYU
Masters Certificate in Business & Executive Coaching, Human Resources Development
Williams College
BA, English, French, Leadership Studies
Sonia Goyal's SunLife Financial Experience June 2012 - Present
Job Testing consultant at Sunlife Financial
Industry Information Technology and Services
Experience
Sunlife Financial June 2012 - Present
Tsavo Media Inc. (Now Rebellion Media) May 2010 - May 2012
Tsavo Media (Now Rebellion Media) February 2010 - May 2010
Tsavo Media Inc. (Now Rebellion Media) March 2008 - January 2010
Skills
Test Cases, Test Planning, Test Automation, Software Quality..., System Testing, Quality Assurance, Agile, Testing, Bugzilla, Regression Testing, Scrum, Automation, SDLC, SQL, Visual Studio, Test Management, SQL Server, Operating Systems, Web Services, IIS, Requirements Analysis, MySQL, Team Leadership, Windows, User Acceptance Testing, Waterfall, XML, Agile Methodologies, QTP, Test Strategy, Manual Testing, Black Box Testing, Microsoft SQL Server, HP QTP, HP Quality Center
Education
Punjabi University 2000 — 2003
Masters, IT
SJPP 1990 — 1994
Computer Science and Engg
Sunlife Financial June 2012 - Present
Tsavo Media Inc. (Now Rebellion Media) May 2010 - May 2012
Tsavo Media (Now Rebellion Media) February 2010 - May 2010
Tsavo Media Inc. (Now Rebellion Media) March 2008 - January 2010
Skills
Test Cases, Test Planning, Test Automation, Software Quality..., System Testing, Quality Assurance, Agile, Testing, Bugzilla, Regression Testing, Scrum, Automation, SDLC, SQL, Visual Studio, Test Management, SQL Server, Operating Systems, Web Services, IIS, Requirements Analysis, MySQL, Team Leadership, Windows, User Acceptance Testing, Waterfall, XML, Agile Methodologies, QTP, Test Strategy, Manual Testing, Black Box Testing, Microsoft SQL Server, HP QTP, HP Quality Center
Education
Punjabi University 2000 — 2003
Masters, IT
SJPP 1990 — 1994
Computer Science and Engg
Sandrea Lovelock-Williams's SunLife Financial Experience 1999 - 2000
Job Implementation Manager at RBS Global Banking & Markets
Industry Banking
Experience
RBS Global Banking & Markets April 2010 - Present
Bank of America May 2006 - May 2008
Bank of America November 2000 - May 2006
Sunlife Financial 1999 - 2000
Education
Newbury College 1985 — 1987
Sociology
RBS Global Banking & Markets April 2010 - Present
Bank of America May 2006 - May 2008
Bank of America November 2000 - May 2006
Sunlife Financial 1999 - 2000
Education
Newbury College 1985 — 1987
Sociology
Cem Ataoguz's SunLife Financial Experience May 2007 - June 2008
Job
Industry Financial Services
Experience
Sun Life Financial June 2008 - Present
Sunlife Financial May 2007 - June 2008
Education
2002 — 2006
MA
Marmara University 1996 — 2001
BA
Sun Life Financial June 2008 - Present
Sunlife Financial May 2007 - June 2008
Education
2002 — 2006
MA
Marmara University 1996 — 2001
BA
Jeff Marchiorlatti's SunLife Financial Experience 2006 - 2007
Job Senior Regional Vice President at KBS Realty Advisors
Industry Real Estate
Experience
KBS Realty Advisors February 2007 - Present
Sunlife Financial 2006 - 2007
MetLife Investors 2001 - 2006
Education
University of California, Los Angeles 1996 — 2000
BA
KBS Realty Advisors February 2007 - Present
Sunlife Financial 2006 - 2007
MetLife Investors 2001 - 2006
Education
University of California, Los Angeles 1996 — 2000
BA
Ritika Bharaj's SunLife Financial Experience January 2007 - May 2008
Job Pursuing Masters Degree from University of Denver
Industry Information Technology and Services
Experience
Sun Life Financial October 2010 - May 2014
Sunlife Financial January 2007 - May 2008
Skills
HP Quality Center, Testing, Test Planning, User Acceptance Testing, SDLC, Requirements Analysis, Regression Testing, Manual Testing, Test Cases
Education
University of Denver 2015 — 2016
Master's degree, Information and communication technology
Pune University 1999 — 2004
Bachelor's, Computer
Sun Life Financial October 2010 - May 2014
Sunlife Financial January 2007 - May 2008
Skills
HP Quality Center, Testing, Test Planning, User Acceptance Testing, SDLC, Requirements Analysis, Regression Testing, Manual Testing, Test Cases
Education
University of Denver 2015 — 2016
Master's degree, Information and communication technology
Pune University 1999 — 2004
Bachelor's, Computer
Antonio Maestre's SunLife Financial Experience September 1994 - Present
Job financial Advisor at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial September 1994 - Present
Skills
Strategic Financial..., Investments, Insurance, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Risk, Credit, Loans, Customer Service, Business Analysis
Education
George Brown College
Sunlife Financial September 1994 - Present
Skills
Strategic Financial..., Investments, Insurance, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Risk, Credit, Loans, Customer Service, Business Analysis
Education
George Brown College
David Rist's SunLife Financial Experience 2002 - 2004
Job Business Systems Analyst
Industry Civil Engineering
Experience
Pure Technologies December 2014 - Present
BeanTowne Coffee Brewing Company 2007 - Present
Shanahan's Limited Partnership January 2012 - December 2014
Shanahan's Limited Partnership June 2009 - December 2011
Shanahan's Limited Partnership April 2008 - June 2009
ATB Financial November 2006 - January 2008
RBC Bank 2004 - 2006
Shaw GMC 2004 - 2005
Sunlife Financial 2002 - 2004
Sunridge Nissan September 2000 - January 2002
Skills
Customer Relations, Investments, Problem Solving, Planning, Excel, Microsoft Office, Customer Service, Microsoft Excel, Project Planning, Integration, Project Management, Training, Procurement, Business Planning, Process Scheduler, Sales, Logistics, Contract Negotiation, Leadership
Education
Mount Royal University 2007 — 2008
Project Management
Southern Alberta Institute of Technology / SAIT 1995 — 1997
Non-Destructive Technician Training Program (SAIT Polytechnic)
Southern Alberta Institute of Technology / SAIT 1993 — 1995
Business Studies & Marketing
BE Quality Inc
Lean Training (Value Stream Optimization Training)
Southern Alberta Institute of Technology / SAIT
Management Certificate Program, Foundations of Leadership Workshop (SAIT Polytechnic)
Investment Funds Institute of Canada
Completion of the Canadian Investment Funds Course
Canadian Association of Insurance and Financial Advisors
Completion of the Insurance & Financial Advisors Training Program
High School
Primary School
Pure Technologies December 2014 - Present
BeanTowne Coffee Brewing Company 2007 - Present
Shanahan's Limited Partnership January 2012 - December 2014
Shanahan's Limited Partnership June 2009 - December 2011
Shanahan's Limited Partnership April 2008 - June 2009
ATB Financial November 2006 - January 2008
RBC Bank 2004 - 2006
Shaw GMC 2004 - 2005
Sunlife Financial 2002 - 2004
Sunridge Nissan September 2000 - January 2002
Skills
Customer Relations, Investments, Problem Solving, Planning, Excel, Microsoft Office, Customer Service, Microsoft Excel, Project Planning, Integration, Project Management, Training, Procurement, Business Planning, Process Scheduler, Sales, Logistics, Contract Negotiation, Leadership
Education
Mount Royal University 2007 — 2008
Project Management
Southern Alberta Institute of Technology / SAIT 1995 — 1997
Non-Destructive Technician Training Program (SAIT Polytechnic)
Southern Alberta Institute of Technology / SAIT 1993 — 1995
Business Studies & Marketing
BE Quality Inc
Lean Training (Value Stream Optimization Training)
Southern Alberta Institute of Technology / SAIT
Management Certificate Program, Foundations of Leadership Workshop (SAIT Polytechnic)
Investment Funds Institute of Canada
Completion of the Canadian Investment Funds Course
Canadian Association of Insurance and Financial Advisors
Completion of the Insurance & Financial Advisors Training Program
High School
Primary School
Rick Godin's SunLife Financial Experience August 2007 - Present
Job IT Director, Disaster Recovery at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial August 2007 - Present
Sun Life Financial 2000 - August 2007
Skills
Vendor Management, Business Continuity, SDLC, Disaster Recovery, Data Center, Business Continuity..., Business Analysis, Storage Management, Network Architecture, Governance, IT Service Management, IT Solutions, IT Management, Network Forensics, ITIL Service Strategy, Servers, Information Technology, Risk Management, Storage, ITIL, IT Strategy, IT Operations, Incident Management, Testing, Solution Architecture, PMO, Project Portfolio..., PMP, Enterprise Software, Information Security, Infrastructure, Information Security...
Education
Northeastern University 1989 — 1993
Management Information Systems, Computer Science
Sunlife Financial August 2007 - Present
Sun Life Financial 2000 - August 2007
Skills
Vendor Management, Business Continuity, SDLC, Disaster Recovery, Data Center, Business Continuity..., Business Analysis, Storage Management, Network Architecture, Governance, IT Service Management, IT Solutions, IT Management, Network Forensics, ITIL Service Strategy, Servers, Information Technology, Risk Management, Storage, ITIL, IT Strategy, IT Operations, Incident Management, Testing, Solution Architecture, PMO, Project Portfolio..., PMP, Enterprise Software, Information Security, Infrastructure, Information Security...
Education
Northeastern University 1989 — 1993
Management Information Systems, Computer Science
Kurt Tesdall's SunLife Financial Experience July 2003 - January 2006
Job RVP at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Shelley Gallant's SunLife Financial Experience January 2008 - March 2015
Job Manager, Group Disability Claims
Industry Insurance
Experience
Sunlife Financial January 2008 - March 2015
Sun Life Financial 2008 - 2014
Sun Life Financial 2008 - 2014
Sunlife Financial January 2008 - December 2009
Manulife Financial 2003 - 2007
Maritime Life 1998 - 2003
Voc-Care Rehabiltation 1991 - 1998
Worker's Compensation Commission 1990 - 1992
Skills
Disability Insurance, Claim, Case Managment, Health Insurance, Analysis, Customer Service, Change Management, Case Management, Disabilities, Disability Management, Employee Benefits, Rehabilitation, Workers Compensation, Claims Management
Education
Memorial University of Newfoundland 1991 — 1992
BSW, Social Work
Mount Allison University 1981 — 1984
Bachelor of Arts (B.A.), Psychology, English, History, Post secondary
Sunlife Financial January 2008 - March 2015
Sun Life Financial 2008 - 2014
Sun Life Financial 2008 - 2014
Sunlife Financial January 2008 - December 2009
Manulife Financial 2003 - 2007
Maritime Life 1998 - 2003
Voc-Care Rehabiltation 1991 - 1998
Worker's Compensation Commission 1990 - 1992
Skills
Disability Insurance, Claim, Case Managment, Health Insurance, Analysis, Customer Service, Change Management, Case Management, Disabilities, Disability Management, Employee Benefits, Rehabilitation, Workers Compensation, Claims Management
Education
Memorial University of Newfoundland 1991 — 1992
BSW, Social Work
Mount Allison University 1981 — 1984
Bachelor of Arts (B.A.), Psychology, English, History, Post secondary
Larry Rodney's SunLife Financial Experience January 2009 - June 2011
Job Business Development Manager at Golden Ears Insurance Services Ltd.
Industry Insurance
Experience
Golden Ears Insurance Services Ltd. June 2011 - Present
Sunlife Financial January 2009 - June 2011
Vancouver English Centre June 2007 - December 2008
Canada Language Centre July 2006 - May 2007
Berlitz July 2005 - July 2006
Hawthorn Vancouver September 2001 - July 2005
Education
The University of British Columbia 1986 — 1990
BA, International Relations
Golden Ears Insurance Services Ltd. June 2011 - Present
Sunlife Financial January 2009 - June 2011
Vancouver English Centre June 2007 - December 2008
Canada Language Centre July 2006 - May 2007
Berlitz July 2005 - July 2006
Hawthorn Vancouver September 2001 - July 2005
Education
The University of British Columbia 1986 — 1990
BA, International Relations
Anne Finnigan's SunLife Financial Experience March 2014 - Present
Job Health Management Consultant at Sunlife Financial
Industry Human Resources
Experience
Sunlife Financial March 2014 - Present
Independent Consultant 2006 - March 2014
Jewish Vocational Services - Learning Disabilities Centre September 2010 - May 2011
Centre for Addiction and Mental Health September 2009 - May 2010
Nancy Haston & Associates 1999 - 2001
WorkAble Centres/Direct Rehabilitation Services 1995 - 1998
Head Injury Rehabilitation Inc. 1994 - 1995
Skills
Disability Management, Disabilities, Career Counseling, Vocational..., Vocation, Case Management
Education
The University of British Columbia 2008 — 2011
Master of Education, Counselling Psychology, Vocational Counselling
Seneca College of Applied Arts and Technology 1995 — 1996
Vocational Rehabilitation Services Certificate
Sunlife Financial March 2014 - Present
Independent Consultant 2006 - March 2014
Jewish Vocational Services - Learning Disabilities Centre September 2010 - May 2011
Centre for Addiction and Mental Health September 2009 - May 2010
Nancy Haston & Associates 1999 - 2001
WorkAble Centres/Direct Rehabilitation Services 1995 - 1998
Head Injury Rehabilitation Inc. 1994 - 1995
Skills
Disability Management, Disabilities, Career Counseling, Vocational..., Vocation, Case Management
Education
The University of British Columbia 2008 — 2011
Master of Education, Counselling Psychology, Vocational Counselling
Seneca College of Applied Arts and Technology 1995 — 1996
Vocational Rehabilitation Services Certificate
Natasha Rideout's SunLife Financial Experience January 2009 - Present
Job Initiatives Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Sunlife Financial January 2009 - Present
Skills
Mutual Funds, Asset Management, Wealth Management, Financial Services, Investments
Education
St. Francis Xavier University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Sun Life Financial October 2012 - Present
Sunlife Financial January 2009 - Present
Skills
Mutual Funds, Asset Management, Wealth Management, Financial Services, Investments
Education
St. Francis Xavier University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Karen Varney's SunLife Financial Experience September 2007 - September 2011
Job Account Manager at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services February 2014 - Present
Walmart October 2010 - Present
Healey & Associates April 2012 - February 2014
SunLife Financial September 2007 - September 2011
SunLife Financial November 2006 - September 2007
UnumProvident February 2006 - October 2006
Common Census, Inc August 2004 - February 2006
Shoe Department October 2001 - August 2004
Wal-Mart, Inc January 2001 - January 2004
Blue Alliance Mutual Insurance Company January 1992 - January 1998
Skills
File Management, Data Entry, Customer Service, Customer Satisfaction, Health Insurance, Disability Benefits, Long Term Care Insurance, Employee Benefits, Benefits Administration, Sales, Training, Marketing, Recruiting, Underwriting, Human Resources, Customer Retention, Negotiation, Management, Disability Insurance, Strategic Planning, Insurance, Term Life Insurance, Account Management, Business Development, Sales Management, Microsoft Excel, Team Building, Life Insurance, Budgets, B2B, Business Planning
Education
Westbook College nka University of New England 1980 — 1987
Associate Science, Business Management
The Johns Hopkins University
Alliant Insurance Services February 2014 - Present
Walmart October 2010 - Present
Healey & Associates April 2012 - February 2014
SunLife Financial September 2007 - September 2011
SunLife Financial November 2006 - September 2007
UnumProvident February 2006 - October 2006
Common Census, Inc August 2004 - February 2006
Shoe Department October 2001 - August 2004
Wal-Mart, Inc January 2001 - January 2004
Blue Alliance Mutual Insurance Company January 1992 - January 1998
Skills
File Management, Data Entry, Customer Service, Customer Satisfaction, Health Insurance, Disability Benefits, Long Term Care Insurance, Employee Benefits, Benefits Administration, Sales, Training, Marketing, Recruiting, Underwriting, Human Resources, Customer Retention, Negotiation, Management, Disability Insurance, Strategic Planning, Insurance, Term Life Insurance, Account Management, Business Development, Sales Management, Microsoft Excel, Team Building, Life Insurance, Budgets, B2B, Business Planning
Education
Westbook College nka University of New England 1980 — 1987
Associate Science, Business Management
The Johns Hopkins University
Debbie Connick's SunLife Financial Experience June 2007 - Present
Job Senior Business Consultant
Industry Information Technology and Services
Experience
Sunlife Financial June 2007 - Present
Prudential Financial October 1998 - September 2006
TD Bank Group November 1997 - July 1998
Prudential Insurance January 1980 - February 1997
Skills
Analysis, Leadership, Communication Skills, Workshop Facilitation, Document Review, Document Management, Training, User Acceptance Testing, Test Management, Project Management, Data Mapping, Statistical Data..., Customer Service, Problem Solving, SDLC Knowledge, HP - Application..., Quality Assurance
Education
LOMA
Certificate, Insurance
Humber College
Nelson a Boylen
Sunlife Financial June 2007 - Present
Prudential Financial October 1998 - September 2006
TD Bank Group November 1997 - July 1998
Prudential Insurance January 1980 - February 1997
Skills
Analysis, Leadership, Communication Skills, Workshop Facilitation, Document Review, Document Management, Training, User Acceptance Testing, Test Management, Project Management, Data Mapping, Statistical Data..., Customer Service, Problem Solving, SDLC Knowledge, HP - Application..., Quality Assurance
Education
LOMA
Certificate, Insurance
Humber College
Nelson a Boylen
Raymond Tai's SunLife Financial Experience November 2001 - July 2009
Job Senior Deployment Engineer at Prinova
Industry Financial Services
Experience
Prinova November 2010 - Present
IBM Global Services July 2009 - August 2011
Sunlife Financial November 2001 - July 2009
Sunlife Financial January 1992 - November 2001
Skills
Websphere Application..., Weblogic Application..., jBoss Application Server, java, Solaris, admin,..., AIX, admin, SAN,..., XML/XSLT, python, RedHat/Centos, zOS, JCL, ISPF, Unix, awk, perl, shell..., COBOL, Oracle, MS SQL, Web Logic, WebSphere Application..., ITIL, Unix, Integration, Solaris, JBoss Application Server, Security, Disaster Recovery, Oracle, Java, AIX, System Administration, Sun, DB2, Virtualization, SAN, Servers
Education
University of Guelph 1987 — 1992
Bsc, Computing and Information Science
Prinova November 2010 - Present
IBM Global Services July 2009 - August 2011
Sunlife Financial November 2001 - July 2009
Sunlife Financial January 1992 - November 2001
Skills
Websphere Application..., Weblogic Application..., jBoss Application Server, java, Solaris, admin,..., AIX, admin, SAN,..., XML/XSLT, python, RedHat/Centos, zOS, JCL, ISPF, Unix, awk, perl, shell..., COBOL, Oracle, MS SQL, Web Logic, WebSphere Application..., ITIL, Unix, Integration, Solaris, JBoss Application Server, Security, Disaster Recovery, Oracle, Java, AIX, System Administration, Sun, DB2, Virtualization, SAN, Servers
Education
University of Guelph 1987 — 1992
Bsc, Computing and Information Science
Michele McGregor's SunLife Financial Experience June 2002 - November 2005
Job HR Professional
Industry Human Resources
Experience
AHS April 2010 - February 2014
Arete Human Resources November 2009 - April 2010
Sykes Assistance Services June 2006 - September 2009
SunLife Financial June 2002 - November 2005
Skills
Recruiting, Human Resources, Change Management, Sourcing, Employee Relations, Succession Planning, Organizational..., Leadership Development, Strategy, Performance Management, Management, Leadership, Coaching, Employee Engagement, Talent Management, Training, Team Building, Strategic Planning, Organizational..., Onboarding, Employee Benefits, Employee Training, Talent Acquisition, HRIS, Management Consulting, Job Descriptions, HR Policies, Interviews, Workshop Facilitation
Education
Mount Royal University 2008 — 2010
Human Resource Management
Lakehead University 1985 — 1990
Bachelor's degree, Humanities-French/Psychology
AHS April 2010 - February 2014
Arete Human Resources November 2009 - April 2010
Sykes Assistance Services June 2006 - September 2009
SunLife Financial June 2002 - November 2005
Skills
Recruiting, Human Resources, Change Management, Sourcing, Employee Relations, Succession Planning, Organizational..., Leadership Development, Strategy, Performance Management, Management, Leadership, Coaching, Employee Engagement, Talent Management, Training, Team Building, Strategic Planning, Organizational..., Onboarding, Employee Benefits, Employee Training, Talent Acquisition, HRIS, Management Consulting, Job Descriptions, HR Policies, Interviews, Workshop Facilitation
Education
Mount Royal University 2008 — 2010
Human Resource Management
Lakehead University 1985 — 1990
Bachelor's degree, Humanities-French/Psychology
David Gander's SunLife Financial Experience January 2004 - Present
Job Advisor at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial January 2004 - Present
Sun Life Financial 2004 - Present
Assante Wealth Management October 1998 - January 2004
Skills
Retirement Savings, Critical Illness, Wealth, Mutual Funds, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Accumulation
Education
McMaster University 1992 — 1996
Bachelor of Commerce (B.Com.), Economics & Marketing
Yes 1992 — 1996
Bachelor of Commerce (B.Com.), Marketing & Economics
Sunlife Financial January 2004 - Present
Sun Life Financial 2004 - Present
Assante Wealth Management October 1998 - January 2004
Skills
Retirement Savings, Critical Illness, Wealth, Mutual Funds, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Accumulation
Education
McMaster University 1992 — 1996
Bachelor of Commerce (B.Com.), Economics & Marketing
Yes 1992 — 1996
Bachelor of Commerce (B.Com.), Marketing & Economics
Karen Di Venanzo's SunLife Financial Experience March 2007 - November 2012
Job Independent Health and Wellness professional
Industry Health, Wellness and Fitness
Experience
Independent Health and Wellness Professional November 2012 - Present
Sunlife Financial March 2007 - November 2012
ALS Society of BC 2007 - 2010
Vancouver Enterprising moms network 2009 - 2009
Skills
Fitness Instruction, Fitness Consulting, Personal Training, Wellness Coaching, Weight Training, Weight Loss Coaching, Cardiovascular Fitness, Holistic Health, Coaching
Education
Laurentian University/Université Laurentienne
Health Promotion, Bachelors of Physical and Health Education BPHE
St.Joseph's High School Barrie Ont
Independent Health and Wellness Professional November 2012 - Present
Sunlife Financial March 2007 - November 2012
ALS Society of BC 2007 - 2010
Vancouver Enterprising moms network 2009 - 2009
Skills
Fitness Instruction, Fitness Consulting, Personal Training, Wellness Coaching, Weight Training, Weight Loss Coaching, Cardiovascular Fitness, Holistic Health, Coaching
Education
Laurentian University/Université Laurentienne
Health Promotion, Bachelors of Physical and Health Education BPHE
St.Joseph's High School Barrie Ont
Chunjing Zhang's SunLife Financial Experience May 2011 - August 2013
Job Senior Actuarial Analyst at Delaware Life
Industry Insurance
Experience
Delaware Life August 2013 - Present
Sunlife Financial May 2011 - August 2013
John Hancock October 2010 - January 2011
ING February 2005 - September 2010
Deloitte Consulting September 2002 - January 2005
Skills
MG-ALFA, Chineses, Axis, Actuarial Science, Insurance, Risk Management, Financial Modeling, Financial Risk, ALM, Reinsurance, VBA, Valuation, Enterprise Risk...
Education
The University of Connecticut 2000 — 2002
Master, Actuarial Science, 3.96
Indiana University Bloomington 1996 — 1999
B.S., Accounting and Information System
Delaware Life August 2013 - Present
Sunlife Financial May 2011 - August 2013
John Hancock October 2010 - January 2011
ING February 2005 - September 2010
Deloitte Consulting September 2002 - January 2005
Skills
MG-ALFA, Chineses, Axis, Actuarial Science, Insurance, Risk Management, Financial Modeling, Financial Risk, ALM, Reinsurance, VBA, Valuation, Enterprise Risk...
Education
The University of Connecticut 2000 — 2002
Master, Actuarial Science, 3.96
Indiana University Bloomington 1996 — 1999
B.S., Accounting and Information System
Vijay Ravula's SunLife Financial Experience January 2001 - April 2005
Job Database Admin at RBS
Industry Banking
Experience
RBS October 2008 - Present
Credit Suisse First Boston January 2007 - October 2008
Citi April 2005 - April 2006
Amaranth Group Inc. 2006 - 2006
Sunlife Financial January 2001 - April 2005
NIIT May 1997 - April 2000
GE Plastics 2000 - 2000
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Database Design, Performance Tuning, Data Modeling, SQL Tuning, Replication, Databases, SQL, SSIS, Oracle, T-SQL, SDLC, Unix Shell Scripting, Unix, High Availability
Education
Osmania University 1994 — 1997
B.Sc, Computer Science
RBS October 2008 - Present
Credit Suisse First Boston January 2007 - October 2008
Citi April 2005 - April 2006
Amaranth Group Inc. 2006 - 2006
Sunlife Financial January 2001 - April 2005
NIIT May 1997 - April 2000
GE Plastics 2000 - 2000
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Database Design, Performance Tuning, Data Modeling, SQL Tuning, Replication, Databases, SQL, SSIS, Oracle, T-SQL, SDLC, Unix Shell Scripting, Unix, High Availability
Education
Osmania University 1994 — 1997
B.Sc, Computer Science
Maria C Torres's SunLife Financial Experience 2005 - 2010
Job Global Finance Services Payroll Manager
Industry Consumer Electronics
Experience
Bose Corporation April 2015 - Present
WinnCompanies April 2014 - April 2015
Hebrew Rehabilitation Center November 2012 - April 2014
Sapient December 2010 - November 2012
Sun Life Financial May 2005 - June 2010
Sunlife Financial 2005 - 2010
Healthco International 1984 - 1990
Skills
PeopleSoft, Time Management, HRIS, Payroll, ADP Payroll, Employee Benefits, Personnel Management, Human Resources, Onboarding, Benefits Administration, Applicant Tracking...
Education
Northeastern University
Payroll Practices
Wentworth Institute of Technology
Bose Corporation April 2015 - Present
WinnCompanies April 2014 - April 2015
Hebrew Rehabilitation Center November 2012 - April 2014
Sapient December 2010 - November 2012
Sun Life Financial May 2005 - June 2010
Sunlife Financial 2005 - 2010
Healthco International 1984 - 1990
Skills
PeopleSoft, Time Management, HRIS, Payroll, ADP Payroll, Employee Benefits, Personnel Management, Human Resources, Onboarding, Benefits Administration, Applicant Tracking...
Education
Northeastern University
Payroll Practices
Wentworth Institute of Technology
Steve Georgiou's SunLife Financial Experience July 2011 - Present
Job Manager, Business Projects Strategy & Partnership Development
Industry Financial Services
Experience
Sun Life Financial 2012 - Present
Sunlife Financial July 2011 - Present
Sun Life Financial October 2010 - July 2011
Equitable Life 2007 - 2010
Manulife Financial 1999 - 2005
Skills
Management, Banking, Investments, Coaching, Sales Management, Analysis, Insurance, Sales, Financial Services, Relationship Management, Mutual Funds, Business Analysis
Education
Humber College 1991 — 1993
Hotel, Motel, and Restaurant Management, Hotel, Motel, and Restaurant Management
St. Lawrence College 1990 — 1991
Culinary Arts/Chef Training
Eastwood
Sun Life Financial 2012 - Present
Sunlife Financial July 2011 - Present
Sun Life Financial October 2010 - July 2011
Equitable Life 2007 - 2010
Manulife Financial 1999 - 2005
Skills
Management, Banking, Investments, Coaching, Sales Management, Analysis, Insurance, Sales, Financial Services, Relationship Management, Mutual Funds, Business Analysis
Education
Humber College 1991 — 1993
Hotel, Motel, and Restaurant Management, Hotel, Motel, and Restaurant Management
St. Lawrence College 1990 — 1991
Culinary Arts/Chef Training
Eastwood
Jennifer Fallon's SunLife Financial Experience 2007 - 2009
Job EMT911 Operator/Dispatch Call Taker
Industry Public Safety
Experience
Fallon Ambulance July 2011 - Present
CVS November 2008 - April 2014
SunLife Financial 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 1986 - 2006
Skills
EMS, Emergency Medical..., Customer Service, Retail, SDLC, Business Analysis, Testing, Process Improvement, Team Building, Software Documentation, Project Management, Requirements Analysis, Business Requirements, Requirements Gathering, Systems Analysis, User Acceptance Testing, Analysis, Quality Assurance, Financial Services, Annuity Operations, Corporate Life Insurance, Whole Life, Variable Life
Education
Emergency Medical Teaching Services, Inc. 2010 — 2011
EMT-B
Mount Ida College
Canine Behavior and Training
Newbury College
Business
Fallon Ambulance July 2011 - Present
CVS November 2008 - April 2014
SunLife Financial 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 1986 - 2006
Skills
EMS, Emergency Medical..., Customer Service, Retail, SDLC, Business Analysis, Testing, Process Improvement, Team Building, Software Documentation, Project Management, Requirements Analysis, Business Requirements, Requirements Gathering, Systems Analysis, User Acceptance Testing, Analysis, Quality Assurance, Financial Services, Annuity Operations, Corporate Life Insurance, Whole Life, Variable Life
Education
Emergency Medical Teaching Services, Inc. 2010 — 2011
EMT-B
Mount Ida College
Canine Behavior and Training
Newbury College
Business
Wen (Wendy) Yu, CPA's SunLife Financial Experience April 2011 - Present
Job Assoc Tax Director
Industry Insurance
Experience
Sunlife Financial April 2011 - Present
Sun Life Financial May 2009 - April 2011
UnitedHealth Group January 2006 - August 2008
Delhaize Group May 2005 - January 2006
Infineon Technologies November 2004 - May 2005
Education
Suffolk University - Sawyer Business School 2002 — 2004
MS, Accounting
Sunlife Financial April 2011 - Present
Sun Life Financial May 2009 - April 2011
UnitedHealth Group January 2006 - August 2008
Delhaize Group May 2005 - January 2006
Infineon Technologies November 2004 - May 2005
Education
Suffolk University - Sawyer Business School 2002 — 2004
MS, Accounting
Patricia Ozi's SunLife Financial Experience April 2009 - July 2009
Job NSG. Natural Resources
Industry Accounting
Experience
ESIAH_GNS June 2011 - June 2012
Sunlife Financial April 2009 - July 2009
Skills
Financial Accounting, Account Reconciliation, Accounting, Financial Reporting, Accounts Receivable, Customer Service, Microsoft Excel, Data Entry, Finance, Budgets, Microsoft Word, Internal Controls, Financial Analysis, Time Management, Teamwork, Microsoft Office
Education
Saint Mary's University 2005 — 2009
B Comm, Accounting
ESIAH_GNS June 2011 - June 2012
Sunlife Financial April 2009 - July 2009
Skills
Financial Accounting, Account Reconciliation, Accounting, Financial Reporting, Accounts Receivable, Customer Service, Microsoft Excel, Data Entry, Finance, Budgets, Microsoft Word, Internal Controls, Financial Analysis, Time Management, Teamwork, Microsoft Office
Education
Saint Mary's University 2005 — 2009
B Comm, Accounting
Marlena Quan's SunLife Financial Experience January 2002 - March 2015
Job Financial Sales Professional, Coach and Mentor
Industry Financial Services
Experience
Sunlife Financial January 2002 - March 2015
Dynamic Mutual funds January 2001 - December 2001
Royal Trust January 1988 - December 2000
Skills
Mutual Funds, Wealth Management, Investments, Critical Illness, Financial Advisory, Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Finance, Estate Planning, Disability Insurance, Retirement, Segregated Funds, Long-term Care, Fixed Annuities, Investment Strategies, Retirement Savings, Financial Planners, Employee Benefits, Wealth, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, High Net Worth..., Asset Management, Income Protection, Securities, Wealth Management..., Mortgage Lending, Savings, Outstanding..., Wealth Preservation..., Term Life Insurance, Relationship Management, Long Term Care Insurance, Wealth Accumulation, Personal Financial..., Investment Management, Personal Finance, Pensions, Certified Financial..., Residential Mortgages, Fixed Income, Universal Life, RRSP, Financial Risk, Key Person Insurance, Equities
Education
The University of British Columbia 1979 — 1984
Commerce, Finance & Urban Land Economics
Sunlife Financial January 2002 - March 2015
Dynamic Mutual funds January 2001 - December 2001
Royal Trust January 1988 - December 2000
Skills
Mutual Funds, Wealth Management, Investments, Critical Illness, Financial Advisory, Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Finance, Estate Planning, Disability Insurance, Retirement, Segregated Funds, Long-term Care, Fixed Annuities, Investment Strategies, Retirement Savings, Financial Planners, Employee Benefits, Wealth, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, High Net Worth..., Asset Management, Income Protection, Securities, Wealth Management..., Mortgage Lending, Savings, Outstanding..., Wealth Preservation..., Term Life Insurance, Relationship Management, Long Term Care Insurance, Wealth Accumulation, Personal Financial..., Investment Management, Personal Finance, Pensions, Certified Financial..., Residential Mortgages, Fixed Income, Universal Life, RRSP, Financial Risk, Key Person Insurance, Equities
Education
The University of British Columbia 1979 — 1984
Commerce, Finance & Urban Land Economics
Anna Francescangeli, RHU's SunLife Financial Experience November 2004 - September 2007
Job Abilities Case Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2009 - Present
Arca financial September 2007 - January 2009
Sunlife Financial November 2004 - September 2007
Grand River Hospital September 1990 - September 2004
Skills
Long-term Care
Education
Humber College 1984 — 1986
Pharmacy
Sun Life Financial January 2009 - Present
Arca financial September 2007 - January 2009
Sunlife Financial November 2004 - September 2007
Grand River Hospital September 1990 - September 2004
Skills
Long-term Care
Education
Humber College 1984 — 1986
Pharmacy
Faye Khan's SunLife Financial Experience November 1996 - March 2003
Job Team Leader, Pension and Benefits Administration
Industry Insurance
Experience
OMERS November 2005 - October 2008
Manulife Financial March 2003 - November 2005
Sunlife Financial November 1996 - March 2003
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Human Resources Management Certificate Program
Wilfrid Laurier University 1994 — 1995
Psychology/Sociology
York University - Glendon College 1991 — 1994
French Language/Translation
OMERS November 2005 - October 2008
Manulife Financial March 2003 - November 2005
Sunlife Financial November 1996 - March 2003
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Human Resources Management Certificate Program
Wilfrid Laurier University 1994 — 1995
Psychology/Sociology
York University - Glendon College 1991 — 1994
French Language/Translation
Alex Barylak's SunLife Financial Experience August 2004 - May 2005
Job Vice President and Chief Operating Officer at Forester Benefits Management
Industry Insurance
Experience
Forester Benefits Management January 2015 - Present
Forester Benefits Management December 2013 - December 2014
Aflac August 2012 - December 2013
Taylor and Sons Insurance and Financial Services December 2011 - June 2012
Aflac July 2010 - December 2011
Humana, Inc August 2008 - July 2010
BB&T Insurance Services August 2005 - August 2008
Sunlife Financial August 2004 - May 2005
Blue Cross Blue Shield of Georgia May 1996 - May 2004
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Account Management, Brokers, Life Insurance, Health Savings Accounts, Cafeteria Plans, Fixed Annuities, Leadership, Accident, Sales, Accident Insurance, Flexible Spending..., Critical Illness, B2B, Training, Recruiting, New Business Development, Claims, Enrollment Management, Consultative Selling..., Dental Insurance, Operations Management, Sales Operations
Education
The University of Georgia 1990 — 1995
BSED
Columbus High School 1986 — 1990
Forester Benefits Management January 2015 - Present
Forester Benefits Management December 2013 - December 2014
Aflac August 2012 - December 2013
Taylor and Sons Insurance and Financial Services December 2011 - June 2012
Aflac July 2010 - December 2011
Humana, Inc August 2008 - July 2010
BB&T Insurance Services August 2005 - August 2008
Sunlife Financial August 2004 - May 2005
Blue Cross Blue Shield of Georgia May 1996 - May 2004
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Account Management, Brokers, Life Insurance, Health Savings Accounts, Cafeteria Plans, Fixed Annuities, Leadership, Accident, Sales, Accident Insurance, Flexible Spending..., Critical Illness, B2B, Training, Recruiting, New Business Development, Claims, Enrollment Management, Consultative Selling..., Dental Insurance, Operations Management, Sales Operations
Education
The University of Georgia 1990 — 1995
BSED
Columbus High School 1986 — 1990
Cresent Vernon-Micallef's SunLife Financial Experience April 2009 - January 2010
Job Life & Health insurance & Investments professional
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sunlife Financial April 2009 - January 2010
Foresters 2007 - 2008
Manulife Financial 2003 - 2007
Manulife Financial 1999 - 2003
Skills
Customer Relations, Customer Service, Budgeting, Problem Solving, Call Center, Operations Management, Staff Development, Change, Microsoft Office, Strategic Planning, Excel, Negotiation, Team Building, Supervisory Skills, Forecasting, Coaching, Scheduling, Hiring, Retail, Account Management, Customer Satisfaction, Mentoring, Process Engineering, Process Improvement, Team Leadership, Planning, Business Planning, Financial Management, Change Management, Vendor Management, Financial Reporting, Teamwork, Strategy, CRM, Budgets, Call Centers, Management, Program Management, Banking, Cross-functional Team..., Strategic Financial..., Investments, Life Insurance, Risk Management, Financial Planning
Education
Humber College 1990 — 1990
Certificate, Real Estate
University of the West Indies 1981 — 1985
Bsc (Hons,), Business Management
Mico College 1978 — 1981
Diploma, Teaching
Sun Life Financial October 2011 - Present
Sunlife Financial April 2009 - January 2010
Foresters 2007 - 2008
Manulife Financial 2003 - 2007
Manulife Financial 1999 - 2003
Skills
Customer Relations, Customer Service, Budgeting, Problem Solving, Call Center, Operations Management, Staff Development, Change, Microsoft Office, Strategic Planning, Excel, Negotiation, Team Building, Supervisory Skills, Forecasting, Coaching, Scheduling, Hiring, Retail, Account Management, Customer Satisfaction, Mentoring, Process Engineering, Process Improvement, Team Leadership, Planning, Business Planning, Financial Management, Change Management, Vendor Management, Financial Reporting, Teamwork, Strategy, CRM, Budgets, Call Centers, Management, Program Management, Banking, Cross-functional Team..., Strategic Financial..., Investments, Life Insurance, Risk Management, Financial Planning
Education
Humber College 1990 — 1990
Certificate, Real Estate
University of the West Indies 1981 — 1985
Bsc (Hons,), Business Management
Mico College 1978 — 1981
Diploma, Teaching
Johanne Casola's SunLife Financial Experience October 2009 - Present
Job Financial Security Advisor at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial October 2009 - Present
Skills
Disability Insurance, Critical Illness, Insurance, Term Life Insurance, Health Insurance, Retirement planning, Group pension plans-VRSP, Investments- Corporate...
Education
McGill University
Bachelor of Commerce (B.Com.)
Sunlife Financial October 2009 - Present
Skills
Disability Insurance, Critical Illness, Insurance, Term Life Insurance, Health Insurance, Retirement planning, Group pension plans-VRSP, Investments- Corporate...
Education
McGill University
Bachelor of Commerce (B.Com.)
Eradj Khaidarov's SunLife Financial Experience October 2012 - March 2013
Job Senior Technical Consultant at InterCall Inc.
Industry Telecommunications
Experience
InterCall March 2013 - Present
SunLife Financial October 2012 - March 2013
InterCall June 2010 - October 2012
Genesys Conferencing January 2008 - June 2010
Genesys Conferencing August 2004 - December 2008
MDG Computers January 2000 - January 2004
Skills
Certified Scrum Master..., Agile Project Management, Product Development, PMP, Infrastructure Planning, Conflict Resolution, C++, MySQL, Microsoft SQL Server, Java, JavaScript, J2EE, jQuery, JDBC, .NET, Weblogic, AJAX, Capacity Planning, Visual C++, Qt, Oracle SQL, Java Enterprise Edition, Oracle, Enterprise Architecture, Web Services, SDLC, Software Development, Testing, Agile Methodologies, Integration, Scrum
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Computer Programming and Analisys, Software Development, System Engineering
InterCall March 2013 - Present
SunLife Financial October 2012 - March 2013
InterCall June 2010 - October 2012
Genesys Conferencing January 2008 - June 2010
Genesys Conferencing August 2004 - December 2008
MDG Computers January 2000 - January 2004
Skills
Certified Scrum Master..., Agile Project Management, Product Development, PMP, Infrastructure Planning, Conflict Resolution, C++, MySQL, Microsoft SQL Server, Java, JavaScript, J2EE, jQuery, JDBC, .NET, Weblogic, AJAX, Capacity Planning, Visual C++, Qt, Oracle SQL, Java Enterprise Edition, Oracle, Enterprise Architecture, Web Services, SDLC, Software Development, Testing, Agile Methodologies, Integration, Scrum
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Computer Programming and Analisys, Software Development, System Engineering
Anne Halasah's SunLife Financial Experience January 2008 - February 2009
Job Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial July 2012 - Present
Red Umbrella Inn March 2009 - July 2012
Sunlife Financial January 2008 - February 2009
Networking Solutions Canada February 2008 - September 2008
Manulife Financial, GB Solutions January 2007 - December 2007
Calidar Systems Inc January 2002 - December 2006
Clarica Life Insurance Company January 2001 - November 2001
CGI Information Systems and Management Consultants January 2001 - June 2001
Independent Electricity Market July 2000 - December 2000
Rheem Canada Ltd December 1999 - June 2000
Skills
Visio, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, User Acceptance Testing, Databases, Data Mapping, Software Documentation, Requirements Analysis, Workshop Facilitation, Quality Assurance
Education
Hamilton-Wentworth Communication Collective
Diploma, Signed English
International Data Processing Institute
McMaster University
A, Psychology
McMaster University
B.A, Physical Anthropology
Sun Life Financial July 2012 - Present
Red Umbrella Inn March 2009 - July 2012
Sunlife Financial January 2008 - February 2009
Networking Solutions Canada February 2008 - September 2008
Manulife Financial, GB Solutions January 2007 - December 2007
Calidar Systems Inc January 2002 - December 2006
Clarica Life Insurance Company January 2001 - November 2001
CGI Information Systems and Management Consultants January 2001 - June 2001
Independent Electricity Market July 2000 - December 2000
Rheem Canada Ltd December 1999 - June 2000
Skills
Visio, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, User Acceptance Testing, Databases, Data Mapping, Software Documentation, Requirements Analysis, Workshop Facilitation, Quality Assurance
Education
Hamilton-Wentworth Communication Collective
Diploma, Signed English
International Data Processing Institute
McMaster University
A, Psychology
McMaster University
B.A, Physical Anthropology
Daniel Luthi's SunLife Financial Experience June 2007 - May 2008
Job Application Analyst at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial May 2010 - Present
Consultation Luthi Inc. July 1998 - Present
RBC May 2008 - October 2009
Sunlife Financial June 2007 - May 2008
RBC July 2006 - May 2007
Sunlife Financial January 2005 - March 2006
Sunlife Financial August 2004 - December 2004
Sunlife Financial September 2002 - December 2003
Air Canada Technical Services March 2001 - July 2001
Credit Suisse 1992 - 1996
Education
McGill University 1997 — 2001
Certificate, Information Software Technology
IT Training Centre Credit Suisse 1992 — 1992
Certificate, Software Technology
Kaufmännische Berufschule Liestal 1980 — 1983
Cerificate of Proficiency, Commerce (Banking)
Sun Life Financial May 2010 - Present
Consultation Luthi Inc. July 1998 - Present
RBC May 2008 - October 2009
Sunlife Financial June 2007 - May 2008
RBC July 2006 - May 2007
Sunlife Financial January 2005 - March 2006
Sunlife Financial August 2004 - December 2004
Sunlife Financial September 2002 - December 2003
Air Canada Technical Services March 2001 - July 2001
Credit Suisse 1992 - 1996
Education
McGill University 1997 — 2001
Certificate, Information Software Technology
IT Training Centre Credit Suisse 1992 — 1992
Certificate, Software Technology
Kaufmännische Berufschule Liestal 1980 — 1983
Cerificate of Proficiency, Commerce (Banking)
Lavardo Thompson's SunLife Financial Experience June 2004 - May 2008
Job Visionary Entrepeneur
Industry Financial Services
Experience
The Ownership Group June 2004 - Present
Sunlife Financial June 2004 - May 2008
Education
Oakwood College 1998 — 2000
B.Sc, Biology (Pre.Med)
The Ownership Group June 2004 - Present
Sunlife Financial June 2004 - May 2008
Education
Oakwood College 1998 — 2000
B.Sc, Biology (Pre.Med)
Richard Reiman's SunLife Financial Experience October 2008 - November 2009
Job Senior Broker Manager Manhattan, North Jersey, Queens, Orange County at First Rehabilitation Life Insurance Company
Industry Insurance
Experience
First Rehabilitation Life Insurance Company November 2011 - Present
Group Health Solutions, Inc April 2011 - November 2011
All City Real Estate, Inc. November 2009 - April 2011
Sunlife Financial October 2008 - November 2009
Reliance Standard March 2006 - November 2008
Prudential Financial May 2001 - June 2006
Skills
New Business Development, Sales, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Financial Analysis, Brokers, Investments, Management, Term Life Insurance, Underwriting, Life Insurance, Long-term Care, Health Savings Accounts, 401k
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2007
Masters of Business Administration, Finace, Marketing
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Bachelor of Arts, Economics
Saddle Brook High School 1992 — 1996
First Rehabilitation Life Insurance Company November 2011 - Present
Group Health Solutions, Inc April 2011 - November 2011
All City Real Estate, Inc. November 2009 - April 2011
Sunlife Financial October 2008 - November 2009
Reliance Standard March 2006 - November 2008
Prudential Financial May 2001 - June 2006
Skills
New Business Development, Sales, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Financial Analysis, Brokers, Investments, Management, Term Life Insurance, Underwriting, Life Insurance, Long-term Care, Health Savings Accounts, 401k
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2007
Masters of Business Administration, Finace, Marketing
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Bachelor of Arts, Economics
Saddle Brook High School 1992 — 1996
Pamela Chen's SunLife Financial Experience January 2003 - February 2008
Job Investment Fund Advisor at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. August 2008 - Present
Citistar Financial Services Ltd February 2008 - Present
Sunlife Financial January 2003 - February 2008
Clarica Financial Services May 2000 - December 2002
Shanghai merchant Ship Design & Research Institute June 1987 - September 1999
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Insurance, Estate Planning, Pensions, Risk Management, Finance, Critical Illness, Financial Risk, Financial Services, Financial Advisory, Mutual Funds, Portfolio Management, Life Insurance, Investment Advisory, Investment Strategies, Retirement, Disability Insurance, Asset Management, Fixed Annuities, Wealth
Education
Shanghai Jiao Tong University 1983 — 1987
bachalor, engineering
Investia Financial Services Inc. August 2008 - Present
Citistar Financial Services Ltd February 2008 - Present
Sunlife Financial January 2003 - February 2008
Clarica Financial Services May 2000 - December 2002
Shanghai merchant Ship Design & Research Institute June 1987 - September 1999
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Insurance, Estate Planning, Pensions, Risk Management, Finance, Critical Illness, Financial Risk, Financial Services, Financial Advisory, Mutual Funds, Portfolio Management, Life Insurance, Investment Advisory, Investment Strategies, Retirement, Disability Insurance, Asset Management, Fixed Annuities, Wealth
Education
Shanghai Jiao Tong University 1983 — 1987
bachalor, engineering
Lisa Godin's SunLife Financial Experience February 2011 - January 2015
Job Account Executive currently on hiatus
Industry Insurance
Experience
Sunlife Financial February 2011 - January 2015
Manulife Financial January 2008 - February 2011
Manulife Financial March 2007 - December 2007
Morneau Sobeco (and formerly Heath Benefits and The Norfolk Group) March 2003 - March 2007
UnumProvident (and formerly Provident Life Assurance and Paul Revere Life Insurance) October 1995 - January 2003
Skills
Manage Client..., Employee Benefits, Account Management, Collaborative Problem..., Insurance, Group Benefit Plans, Consultative Approach, Customer Service, Business Development, Health Insurance, CRM, Employee Relations, Employee Engagement, Human Resources
Education
Mount Royal University 2015 — 2015
Certifcate, Cultural Diversity
Mount Royal University
Certificate, Children's Mental Health
Sunlife Financial February 2011 - January 2015
Manulife Financial January 2008 - February 2011
Manulife Financial March 2007 - December 2007
Morneau Sobeco (and formerly Heath Benefits and The Norfolk Group) March 2003 - March 2007
UnumProvident (and formerly Provident Life Assurance and Paul Revere Life Insurance) October 1995 - January 2003
Skills
Manage Client..., Employee Benefits, Account Management, Collaborative Problem..., Insurance, Group Benefit Plans, Consultative Approach, Customer Service, Business Development, Health Insurance, CRM, Employee Relations, Employee Engagement, Human Resources
Education
Mount Royal University 2015 — 2015
Certifcate, Cultural Diversity
Mount Royal University
Certificate, Children's Mental Health
Ewelina Rypel's SunLife Financial Experience February 2010 - Present
Job Underwriting Administrator
Industry Insurance
Experience
Sunlife Financial February 2010 - Present
The Best Media April 2009 - October 2009
Rainbow Cinemas Market Square September 2007 - April 2009
Asset Inc September 2006 - July 2007
Ontario Place June 2001 - April 2006
Future Shop October 2004 - January 2005
Dr. Galek's Optometry Office August 2003 - October 2003
Skills
Insurance, Data Entry, Lotus Notes, Training, Telephone Skills, Customer Service, Leadership, Problem Solving
Education
George Brown College 2007 — 2008
Certificate, Art and Design Foundation
CDI College 2005 — 2006
Diploma, Business Administration
Sunlife Financial February 2010 - Present
The Best Media April 2009 - October 2009
Rainbow Cinemas Market Square September 2007 - April 2009
Asset Inc September 2006 - July 2007
Ontario Place June 2001 - April 2006
Future Shop October 2004 - January 2005
Dr. Galek's Optometry Office August 2003 - October 2003
Skills
Insurance, Data Entry, Lotus Notes, Training, Telephone Skills, Customer Service, Leadership, Problem Solving
Education
George Brown College 2007 — 2008
Certificate, Art and Design Foundation
CDI College 2005 — 2006
Diploma, Business Administration
Brian Hutton's SunLife Financial Experience April 2004 - April 2014
Job Application Designer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1996 - Present
Sunlife Financial April 2004 - April 2014
Sunlife Financial August 1996 - April 2004
Skills
J2EE, Java, Application Design, Weblogic, DB2, Systems Analysis, Microsoft SQL Server, Requirements Analysis, Software Design, Java Enterprise Edition, Software Project..., SDLC, Enterprise Architecture, SQL
Education
University of Toronto 1994 — 1996
Computer science - minor
Queen's University 1990 — 1994
BScH, Life Sciences
Ridgeway Crystal Beach Highschool 1985 — 1990
Sun Life Financial August 1996 - Present
Sunlife Financial April 2004 - April 2014
Sunlife Financial August 1996 - April 2004
Skills
J2EE, Java, Application Design, Weblogic, DB2, Systems Analysis, Microsoft SQL Server, Requirements Analysis, Software Design, Java Enterprise Edition, Software Project..., SDLC, Enterprise Architecture, SQL
Education
University of Toronto 1994 — 1996
Computer science - minor
Queen's University 1990 — 1994
BScH, Life Sciences
Ridgeway Crystal Beach Highschool 1985 — 1990
Steven Cline's SunLife Financial Experience January 2000 - January 2002
Job System Administrator at Teton County Wyoming
Industry Information Technology and Services
Experience
Teton County Wyoming November 2013 - Present
Second Wind by Vaisala March 2013 - November 2013
aNetworks, Inc. October 2011 - December 2012
NeHS, Inc January 2003 - October 2011
Plymouth School District September 2002 - May 2003
SunLife Financial January 2000 - January 2002
US Army January 1995 - January 2000
Skills
Active Directory, Java, Networking, Microsoft Certified..., Hardware, PHP, Microsoft Exchange, .NET, Oracle, Servers, Microsoft SQL Server, Windows 7, ITIL, Programming, Troubleshooting, Sales, System Deployment, Windows Server, Cloud Computing, Sales Operations, Database Design, Technical Support, Management, Leadership, Customer Service, Strategic Planning, Team Building, Project Management
Education
United States Military AcademyWest 1991 — 1995
B.S, Computer Science
United States Military Academy at West Point 1990 — 1995
Bachelor of Science (B.S.), Mapping/Computer Science
Teton County Wyoming November 2013 - Present
Second Wind by Vaisala March 2013 - November 2013
aNetworks, Inc. October 2011 - December 2012
NeHS, Inc January 2003 - October 2011
Plymouth School District September 2002 - May 2003
SunLife Financial January 2000 - January 2002
US Army January 1995 - January 2000
Skills
Active Directory, Java, Networking, Microsoft Certified..., Hardware, PHP, Microsoft Exchange, .NET, Oracle, Servers, Microsoft SQL Server, Windows 7, ITIL, Programming, Troubleshooting, Sales, System Deployment, Windows Server, Cloud Computing, Sales Operations, Database Design, Technical Support, Management, Leadership, Customer Service, Strategic Planning, Team Building, Project Management
Education
United States Military AcademyWest 1991 — 1995
B.S, Computer Science
United States Military Academy at West Point 1990 — 1995
Bachelor of Science (B.S.), Mapping/Computer Science
Wai Yi David Wong's SunLife Financial Experience June 2008 - November 2010
Job Premier Relationship Manager at HSBC Bank Canada
Industry Banking
Experience
HSBC Retail Banking and Wealth Management May 2015 - Present
HSBC Retail Banking and Wealth Management May 2015 - Present
TD February 2014 - May 2015
TD March 2011 - February 2014
Sunlife Financial June 2008 - November 2010
ABN AMRO Bank N.V. January 2007 - June 2008
Education
Shanghai Jiao Tong University 1994 — 1998
bachelor, Bio-technology
HSBC Retail Banking and Wealth Management May 2015 - Present
HSBC Retail Banking and Wealth Management May 2015 - Present
TD February 2014 - May 2015
TD March 2011 - February 2014
Sunlife Financial June 2008 - November 2010
ABN AMRO Bank N.V. January 2007 - June 2008
Education
Shanghai Jiao Tong University 1994 — 1998
bachelor, Bio-technology
Astrid Turquetil's SunLife Financial Experience April 2010 - November 2011
Job Director, Health and Dental claims, Montreal at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2011 - Present
SunLife Financial April 2010 - November 2011
SunLife May 2000 - April 2010
Skills
Process Improvement, Operations Management, Change Management, Team Building, Coaching, Analysis, Health, Wellness, Leadership Development, Employee Engagement, Performance Management, Problem Solving, Supervisory Skills, Staff Development, Business Analysis, Insurance, Training, Leadership, Team Leadership, Recruiting, Health Insurance, Vendor Management, Business Process..., Risk Management, Assurance
Education
McGill University 1979 — 1982
Bachelor, Maths and Computer Science
Sun Life Financial November 2011 - Present
SunLife Financial April 2010 - November 2011
SunLife May 2000 - April 2010
Skills
Process Improvement, Operations Management, Change Management, Team Building, Coaching, Analysis, Health, Wellness, Leadership Development, Employee Engagement, Performance Management, Problem Solving, Supervisory Skills, Staff Development, Business Analysis, Insurance, Training, Leadership, Team Leadership, Recruiting, Health Insurance, Vendor Management, Business Process..., Risk Management, Assurance
Education
McGill University 1979 — 1982
Bachelor, Maths and Computer Science
Siew Ching (Rachel) Yek-Abellera's SunLife Financial Experience October 2007 - May 2010
Job Accounting Professional
Industry Accounting
Experience
Sunlife Financial October 2007 - May 2010
Sun Life Financial March 2001 - October 2007
Sun Life Financial August 1999 - March 2001
Henry Tse Chartered Accountant 1996 - 1999
Skills
Payroll, Auditing, Account Reconciliation, Accounting, Financial Statements, Microsoft Office
Education
Ryerson University
Certificate in Accounting Finance
Ryerson University 1990 — 1995
Commerce, Hospitality & Tourism Management
Sunlife Financial October 2007 - May 2010
Sun Life Financial March 2001 - October 2007
Sun Life Financial August 1999 - March 2001
Henry Tse Chartered Accountant 1996 - 1999
Skills
Payroll, Auditing, Account Reconciliation, Accounting, Financial Statements, Microsoft Office
Education
Ryerson University
Certificate in Accounting Finance
Ryerson University 1990 — 1995
Commerce, Hospitality & Tourism Management
Joe Gallerani's SunLife Financial Experience 1988 - 2011
Job New Business and Underwriting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
sunlife financial 1988 - 2011
sunlife financial 1988 - 2011
sun life financial 1988 - 2011
Education
Framingham State University
Sun Life Financial October 2011 - Present
sunlife financial 1988 - 2011
sunlife financial 1988 - 2011
sun life financial 1988 - 2011
Education
Framingham State University
Joseph Preziosi's SunLife Financial Experience July 2004 - June 2008
Job Compliance Professional
Industry Financial Services
Experience
Cordium (Formerly HedgeOp Compliance, LLC October 2012 - October 2013
Neuberger Berman April 2012 - September 2012
ING Investment Management March 2011 - January 2012
Kohlberg Kravis Roberts & Co September 2008 - September 2010
SunLife Financial July 2004 - June 2008
SunLife Financial July 2004 - November 2005
Skills
Investments, Securities, Recruiting, Training, Auditing, Management, Internal Audit, Policy, Account Reconciliation, AML, FINRA, Alternative Investments, Mutual Funds, Hedge Funds, Financial Services, Securities Regulation
Education
Pace University
Bachelor of Business Administration, Management
Cordium (Formerly HedgeOp Compliance, LLC October 2012 - October 2013
Neuberger Berman April 2012 - September 2012
ING Investment Management March 2011 - January 2012
Kohlberg Kravis Roberts & Co September 2008 - September 2010
SunLife Financial July 2004 - June 2008
SunLife Financial July 2004 - November 2005
Skills
Investments, Securities, Recruiting, Training, Auditing, Management, Internal Audit, Policy, Account Reconciliation, AML, FINRA, Alternative Investments, Mutual Funds, Hedge Funds, Financial Services, Securities Regulation
Education
Pace University
Bachelor of Business Administration, Management
Lynne Perry's SunLife Financial Experience August 2009 - February 2011
Job Human Resources Coordinator at Riverside Community Care
Industry Hospital & Health Care
Experience
Riverside Community Care May 2013 - Present
Visions HealthCare January 2013 - April 2013
SunLife Financial August 2009 - February 2011
Cork Management Company, Inc January 2007 - July 2009
Harvard Management Company, Inc. February 1995 - December 2006
Talent Tree - Boston September 1993 - February 1995
Fidelity Investments - Brokerage Services September 1991 - August 1993
Fidelity Investments - Brokerage Services May 1989 - September 1991
Fidelity Investments - Institutional Services December 1985 - May 1989
Skills
Settlement, Bloomberg Terminal, Account Reconciliation, Analysis, Accounting, Financial Services, Auditing, Banking, Training, Accounts Payable, Cash Management, Management, Marketing, Valuation, Payroll, FX Options, Options
Education
Merrimack College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Riverside Community Care May 2013 - Present
Visions HealthCare January 2013 - April 2013
SunLife Financial August 2009 - February 2011
Cork Management Company, Inc January 2007 - July 2009
Harvard Management Company, Inc. February 1995 - December 2006
Talent Tree - Boston September 1993 - February 1995
Fidelity Investments - Brokerage Services September 1991 - August 1993
Fidelity Investments - Brokerage Services May 1989 - September 1991
Fidelity Investments - Institutional Services December 1985 - May 1989
Skills
Settlement, Bloomberg Terminal, Account Reconciliation, Analysis, Accounting, Financial Services, Auditing, Banking, Training, Accounts Payable, Cash Management, Management, Marketing, Valuation, Payroll, FX Options, Options
Education
Merrimack College
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.