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.
SunLife Financial Salaries. You can even request information on how much does SunLife Financial pay if you want to. Learn about salaries, pros and cons of working for SunLife Financial directly from the past employees.
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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
Jeff Picozzi Jeff Picozzi's SunLife Financial Experience October 2000 - December 2004
Job Senior Solutions Marketing Manager at Iron Mountain
Industry Financial Services
Experience
Iron Mountain April 2013 - Present
Wolters Kluwer Financial Services October 2009 - April 2013
Placemark Investments March 2006 - March 2009
Columbia Management November 2004 - March 2006
Sunlife Financial October 2000 - December 2004
Keyport Life 1997 - 2000
Skills
Marketing Strategy, Strategy, Marketing Management, CRM, Direct Marketing, Marketing, SaaS, Program Management, Product Management, Business Development, Mutual Funds, Corporate Communications, Financial Services, Email Marketing, Strategic Partnerships, Management, Market Planning, Sales, Risk Management, Budgets, Lead Generation, B2B Marketing
Education
University of Massachusetts Boston 1998 — 2001
Masters
University of Maine 1993 — 1996
BA
Iron Mountain April 2013 - Present
Wolters Kluwer Financial Services October 2009 - April 2013
Placemark Investments March 2006 - March 2009
Columbia Management November 2004 - March 2006
Sunlife Financial October 2000 - December 2004
Keyport Life 1997 - 2000
Skills
Marketing Strategy, Strategy, Marketing Management, CRM, Direct Marketing, Marketing, SaaS, Program Management, Product Management, Business Development, Mutual Funds, Corporate Communications, Financial Services, Email Marketing, Strategic Partnerships, Management, Market Planning, Sales, Risk Management, Budgets, Lead Generation, B2B Marketing
Education
University of Massachusetts Boston 1998 — 2001
Masters
University of Maine 1993 — 1996
BA
Robert Merrell Robert Merrell's SunLife Financial Experience January 2010 - January 2012
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Sunlife Financial January 2010 - January 2012
John Hancock Distributors July 2005 - January 2010
Skills
Investments, Public Speaking, Business Planning, Series 63, Series 7, Mutual Funds, FINRA Registered..., Solution Selling, Marketing Communications, Client Acquisition, Organizational..., Client Relationship..., Product Marketing, Community Service, Strategic Communications, Team Leadership, Conference Speaking, Seminar Speaker, Consultative Selling, Youth Mentoring, Annuities, Fixed Annuities, FINRA, Sales, Selling, Retirement, Wholesale, Series 6, CRM, Series 65, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS)
Pioneer Investments April 2012 - Present
Sunlife Financial January 2010 - January 2012
John Hancock Distributors July 2005 - January 2010
Skills
Investments, Public Speaking, Business Planning, Series 63, Series 7, Mutual Funds, FINRA Registered..., Solution Selling, Marketing Communications, Client Acquisition, Organizational..., Client Relationship..., Product Marketing, Community Service, Strategic Communications, Team Leadership, Conference Speaking, Seminar Speaker, Consultative Selling, Youth Mentoring, Annuities, Fixed Annuities, FINRA, Sales, Selling, Retirement, Wholesale, Series 6, CRM, Series 65, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS)
Nancy Bullock's SunLife Financial Experience September 2012 - Present
Job Health Management Consultant at Sunlife Financial
Industry Insurance
Experience
Sunlife Financial September 2012 - Present
Allen and Huras September 2010 - September 2012
Workers Compensation Board January 2000 - August 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Negotiation, Disability Claims..., Return to Work Planning, WCB policy and procedure, Occupational Injuries, Non Occupational...
Education
University of Ottawa
Bachelor's degree, Psychology
ntci
Sunlife Financial September 2012 - Present
Allen and Huras September 2010 - September 2012
Workers Compensation Board January 2000 - August 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Budgets, Negotiation, Disability Claims..., Return to Work Planning, WCB policy and procedure, Occupational Injuries, Non Occupational...
Education
University of Ottawa
Bachelor's degree, Psychology
ntci
Keren-Dinah Joseph's SunLife Financial Experience October 2012 - January 2013
Job Social Sciences with Specialization in Criminology Graduate
Industry Consumer Services
Experience
City of Ottawa August 2015 - Present
City of Ottawa May 2014 - August 2015
Sunlife Financial October 2012 - January 2013
belairdirect May 2010 - October 2012
William E Hay Center September 2011 - April 2012
Chase September 2009 - May 2010
Ticketmaster January 2009 - September 2009
OfficeMax Grand & Toy June 2006 - December 2008
Skills
People skills: social..., Fast learner and..., Problem solving skills, Sales, Coaching, Insurance, Devoted and highly..., Attention to detail, Customer Service, Employee Benefits, Critical Thinking, Risk Management, Music, Call Centers, Event Planning, Research, Problem Solving, Microsoft Word
Education
University of Ottawa 2014 — 2015
General Certificate, Law
University of Ottawa 2007 — 2012
Honors Bachelor in Social Sciences with Specialization in Criminology, Criminology
Vanier College 2005 — 2007
Law and Society
École Secondaire Leblanc 2000 — 2005
Diplôme d'Études Secondaire, High School/Secondary Diplomas and Certificates
City of Ottawa August 2015 - Present
City of Ottawa May 2014 - August 2015
Sunlife Financial October 2012 - January 2013
belairdirect May 2010 - October 2012
William E Hay Center September 2011 - April 2012
Chase September 2009 - May 2010
Ticketmaster January 2009 - September 2009
OfficeMax Grand & Toy June 2006 - December 2008
Skills
People skills: social..., Fast learner and..., Problem solving skills, Sales, Coaching, Insurance, Devoted and highly..., Attention to detail, Customer Service, Employee Benefits, Critical Thinking, Risk Management, Music, Call Centers, Event Planning, Research, Problem Solving, Microsoft Word
Education
University of Ottawa 2014 — 2015
General Certificate, Law
University of Ottawa 2007 — 2012
Honors Bachelor in Social Sciences with Specialization in Criminology, Criminology
Vanier College 2005 — 2007
Law and Society
École Secondaire Leblanc 2000 — 2005
Diplôme d'Études Secondaire, High School/Secondary Diplomas and Certificates
Josee Menard Josee Menard's SunLife Financial Experience 2012 - August 2014
Job Mortgage Agent at Dominion Lending Centres The Mortgage Source
Industry Health, Wellness and Fitness
Experience
Dominion Lending Centres - The Mortgage Source September 2014 - Present
Sunlife Financial 2012 - August 2014
Federal Government 2009 - 2012
Skills
Wellness, Leadership Development, Network Marketing, Coaching, Data Analysis, Investments, Finance, Change Management, Sales, Customer Service, Fundraising, Business Strategy, Small Business, Research, Marketing Strategy
Education
University of Ottawa / Université d'Ottawa 2001 — 2003
Master's degree, Counselling
Dominion Lending Centres - The Mortgage Source September 2014 - Present
Sunlife Financial 2012 - August 2014
Federal Government 2009 - 2012
Skills
Wellness, Leadership Development, Network Marketing, Coaching, Data Analysis, Investments, Finance, Change Management, Sales, Customer Service, Fundraising, Business Strategy, Small Business, Research, Marketing Strategy
Education
University of Ottawa / Université d'Ottawa 2001 — 2003
Master's degree, Counselling
Andre Gratton's SunLife Financial Experience January 2005 - July 2009
Job LEADER FOCUSSED ON TRANSFORMATION, TALENT AND PROGRAM MANAGEMENT
Industry Insurance
Experience
RSA CANADA May 2012 - July 2015
Sun Life Financial July 2009 - August 2011
Sunlife Financial January 2005 - July 2009
Hudson Resources September 2003 - January 2005
Sun Life Financial May 2000 - July 2003
Baxter International Inc. January 1997 - May 2000
SunLife Financial January 1990 - May 2000
Workplace Safety and Insurance Board (WSIB) January 1995 - December 1996
Magna International January 1994 - December 1995
Skills
Change Management, Customer Focus, Talent Acquisition, Talent Management, Compensation, Benefits, Employee Benefits, Employee Relations, Engagement, Succession Planning, Onboarding, Recruitment/Retention, HR Strategy, HR Consulting, HRIS, Performance Management
Education
University of Ottawa
University of Ottawa / Université d'Ottawa
RSA CANADA May 2012 - July 2015
Sun Life Financial July 2009 - August 2011
Sunlife Financial January 2005 - July 2009
Hudson Resources September 2003 - January 2005
Sun Life Financial May 2000 - July 2003
Baxter International Inc. January 1997 - May 2000
SunLife Financial January 1990 - May 2000
Workplace Safety and Insurance Board (WSIB) January 1995 - December 1996
Magna International January 1994 - December 1995
Skills
Change Management, Customer Focus, Talent Acquisition, Talent Management, Compensation, Benefits, Employee Benefits, Employee Relations, Engagement, Succession Planning, Onboarding, Recruitment/Retention, HR Strategy, HR Consulting, HRIS, Performance Management
Education
University of Ottawa
University of Ottawa / Université d'Ottawa
Celina Hearst Celina Hearst's SunLife Financial Experience 2008 - 2010
Job Certified Yoga Instructor
Industry Events Services
Experience
Ottawa-Carleton District School Board (OCDSB) February 2014 - Present
Hearst Academy of Martial Arts 2012 - Present
UBM Tech March 2013 - February 2014
Elation Centre September 2012 - March 2013
Maplesoft Group July 2011 - December 2012
World KarateFIT Centre January 2004 - February 2012
Alcea Technologies August 2010 - July 2011
Sunlife Financial 2008 - 2010
Skills
Sales Presentations, Client Relationship..., Customer Relations, Account Management, Government Liaison, Fitness Training, Wellness Coaching, Hatha Yoga, Customer Service, CRM, Recruiting, Building Relationships, Business Development, Lead Generation, Selling, Coaching, Leadership, Business Strategy, Mobile Devices, Salesforce.com, Social Networking, Sales Process, Contract Negotiation, Management, Sales, Professional Services, Entrepreneurship, Negotiation
Education
University of Ottawa 2002 — 2007
B.Sc.Hon, Human Kinetics
Ottawa-Carleton District School Board (OCDSB) February 2014 - Present
Hearst Academy of Martial Arts 2012 - Present
UBM Tech March 2013 - February 2014
Elation Centre September 2012 - March 2013
Maplesoft Group July 2011 - December 2012
World KarateFIT Centre January 2004 - February 2012
Alcea Technologies August 2010 - July 2011
Sunlife Financial 2008 - 2010
Skills
Sales Presentations, Client Relationship..., Customer Relations, Account Management, Government Liaison, Fitness Training, Wellness Coaching, Hatha Yoga, Customer Service, CRM, Recruiting, Building Relationships, Business Development, Lead Generation, Selling, Coaching, Leadership, Business Strategy, Mobile Devices, Salesforce.com, Social Networking, Sales Process, Contract Negotiation, Management, Sales, Professional Services, Entrepreneurship, Negotiation
Education
University of Ottawa 2002 — 2007
B.Sc.Hon, Human Kinetics
Trina Bufffum Trina Bufffum's SunLife Financial Experience May 2009 - December 2009
Job Banking Jill of all Trades
Industry Banking
Experience
SunTrust Bank May 2011 - Present
Greenfield Cooperative Bank September 2010 - March 2011
CST your link to life March 2010 - August 2010
GTL Inc./ Link to Life March 2010 - August 2010
Sunlife May 2009 - December 2009
Sunlife Financial May 2009 - December 2009
Holyoke Credit Union May 2009 - May 2009
Greenfield Savings Bank February 2009 - April 2009
Greenfield Savings Bank February 2009 - April 2009
GTL Inc./ Link to Life April 2008 - January 2009
Education
University of Phoenix 2004 — 2006
B.S., Business Acccounting
University of Phoenix 2004 — 2006
B.S., Business Accounting
David Glasgow Farragut 1987 — 1990
SunTrust Bank May 2011 - Present
Greenfield Cooperative Bank September 2010 - March 2011
CST your link to life March 2010 - August 2010
GTL Inc./ Link to Life March 2010 - August 2010
Sunlife May 2009 - December 2009
Sunlife Financial May 2009 - December 2009
Holyoke Credit Union May 2009 - May 2009
Greenfield Savings Bank February 2009 - April 2009
Greenfield Savings Bank February 2009 - April 2009
GTL Inc./ Link to Life April 2008 - January 2009
Education
University of Phoenix 2004 — 2006
B.S., Business Acccounting
University of Phoenix 2004 — 2006
B.S., Business Accounting
David Glasgow Farragut 1987 — 1990
Edy Chang Edy Chang's SunLife Financial Experience AdvisorSun Life Financial1988 - Present
Job Financial Advisor at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial AdvisorSun Life Financial1988 - Present
Education
University of Manitoba 1984 — 1986
Sunlife Financial AdvisorSun Life Financial1988 - Present
Education
University of Manitoba 1984 — 1986
vincent akinade vincent akinade's SunLife Financial Experience July 2009 - May 2010
Job Health & Benefits Client Service Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2013 - Present
CVS Caremark July 2012 - June 2013
State Street May 2010 - September 2012
Sunlife Financial July 2009 - May 2010
Sunno and Okolo accounting services June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Access, SQL, QuickBooks, Benefits Administration, Accounting, Error Analysis, Project Management, Research, Requirements Gathering, Investments, Strategic Consulting, Customer Service, Microsoft Office, Event Planning, Public Speaking, Management, PowerPoint, Analysis
Education
UMass Dartmouth 2003 — 2007
Bachelor of Science (BS), Economics
Mercer June 2013 - Present
CVS Caremark July 2012 - June 2013
State Street May 2010 - September 2012
Sunlife Financial July 2009 - May 2010
Sunno and Okolo accounting services June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Access, SQL, QuickBooks, Benefits Administration, Accounting, Error Analysis, Project Management, Research, Requirements Gathering, Investments, Strategic Consulting, Customer Service, Microsoft Office, Event Planning, Public Speaking, Management, PowerPoint, Analysis
Education
UMass Dartmouth 2003 — 2007
Bachelor of Science (BS), Economics
Tony Vieira Tony Vieira's SunLife Financial Experience 2001 - 2004
Job Realtor at C21 Rondeau Associates
Industry Real Estate
Experience
Mercer 2012 - Present
C21 Rondeau Associates April 2005 - Present
Sunlife Financial 2001 - 2004
Education
University of Rhode Island 1990 — 1996
BA, History
Portsmouth High School 1986 — 1990
College Prep, English
Mercer 2012 - Present
C21 Rondeau Associates April 2005 - Present
Sunlife Financial 2001 - 2004
Education
University of Rhode Island 1990 — 1996
BA, History
Portsmouth High School 1986 — 1990
College Prep, English
Suzanne Ramsay, CFP Suzanne Ramsay, CFP's SunLife Financial Experience December 2001 - January 2008
Job Business Development Specialist at SISIP Financial Services
Industry Financial Services
Experience
SISIP Financial Services / Mutual Funds provided through FundEX Investments Inc. May 2014 - Present
TK Wealth Management January 2008 - April 2014
Sunlife Financial December 2001 - January 2008
Skills
Retirement, Financial Planners, Estate Planning, Investments, Retirement Planning, Investment Strategies, Life Insurance, Wealth, Personal Finance, Wealth Accumulation, Pensions, Wealth Management, Strategic Financial..., Critical Illness, Tax, Insurance, Finance, Asset Management, Mutual Funds, Financial Advisory, Investment Advisory, Disability Insurance, Asset Allocation, Fixed Annuities, Income Protection, High Net Worth..., Investment Management, Financial Planning
Education
University of Ottawa
SISIP Financial Services / Mutual Funds provided through FundEX Investments Inc. May 2014 - Present
TK Wealth Management January 2008 - April 2014
Sunlife Financial December 2001 - January 2008
Skills
Retirement, Financial Planners, Estate Planning, Investments, Retirement Planning, Investment Strategies, Life Insurance, Wealth, Personal Finance, Wealth Accumulation, Pensions, Wealth Management, Strategic Financial..., Critical Illness, Tax, Insurance, Finance, Asset Management, Mutual Funds, Financial Advisory, Investment Advisory, Disability Insurance, Asset Allocation, Fixed Annuities, Income Protection, High Net Worth..., Investment Management, Financial Planning
Education
University of Ottawa
Rachna Sharma Rachna Sharma's SunLife Financial Experience July 2009 - August 2012
Job Practice Manager (Project management), ICAS Application Services at Sun Life Financial
Industry Airlines/Aviation
Experience
Sun Life Financial October 2013 - Present
Sunlife Financial , Client Solutions August 2012 - October 2013
Sunlife Financial July 2009 - August 2012
PMI Southern Ontario Chapter 2005 - December 2009
Canadian Cancer Society February 2008 - July 2009
SITA December 2006 - February 2008
WSI August 2005 - November 2006
Emirates October 1997 - March 2004
Skills
Project Portfolio..., Program Management, Team Building, ITIL, Vendor Management, Project Management, PMP, PMO, Training, CRM, Software Project..., Strategy, Management, Leadership, Quality Assurance, Software Development, Business Analysis, SDLC
Education
University of Mumbai 1992 — 1994
M.Sc, Plant Biochemistry and Physiology
Stanford Center for Professional Development
Stanford Advanced Project Management(SAPM), Program Management
Sun Life Financial October 2013 - Present
Sunlife Financial , Client Solutions August 2012 - October 2013
Sunlife Financial July 2009 - August 2012
PMI Southern Ontario Chapter 2005 - December 2009
Canadian Cancer Society February 2008 - July 2009
SITA December 2006 - February 2008
WSI August 2005 - November 2006
Emirates October 1997 - March 2004
Skills
Project Portfolio..., Program Management, Team Building, ITIL, Vendor Management, Project Management, PMP, PMO, Training, CRM, Software Project..., Strategy, Management, Leadership, Quality Assurance, Software Development, Business Analysis, SDLC
Education
University of Mumbai 1992 — 1994
M.Sc, Plant Biochemistry and Physiology
Stanford Center for Professional Development
Stanford Advanced Project Management(SAPM), Program Management
Ed Briand Ed Briand's SunLife Financial Experience March 2008 - December 2009
Job Unix System Administrator at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific October 2010 - Present
Sunlife Financial March 2008 - December 2009
EMC February 2006 - March 2008
PFPC 1999 - 2006
Skills
Solaris, Unix, Data Center
Education
University of Massachusetts Lowell
Boston Scientific October 2010 - Present
Sunlife Financial March 2008 - December 2009
EMC February 2006 - March 2008
PFPC 1999 - 2006
Skills
Solaris, Unix, Data Center
Education
University of Massachusetts Lowell
Michael Siervo's SunLife Financial Experience January 2000 - January 2003
Job District Vice President Manulife Investments
Industry Investment Management
Experience
Manulife Financial January 2006 - Present
CIBC Wood Gundy February 2003 - January 2006
Sunlife Financial January 2000 - January 2003
Skills
CFA Candidate, Investments, Fixed Annuities, Financial Advisory, Equities, Toast Masters, Public..., Fusion Sales Training, SPIN Selling, Fusion, Public Speaking, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Mutual Funds, Chartered Financial..., Securities, Life Insurance, Insurance, Fixed Income, Financial Services, Finance, Disability Insurance, Retirement, Mortgage Lending, Wealth, Bonds, Investment Strategies, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Investment Advisory
Education
CFA Institute 2011 — 2011
Level 1, Chartered Financial Analyst
University of Oxford 2010 — 2010
Continuing Education, Economics
Canadian Securities Institute 2001 — 2002
Canadian Securities Course, Investments and Securities
The Financial Advisors Association of Canada 2000 — 2001
Life Insurance License Level I and II, Insurance
The Investment Funds Institute of Canada 2000 — 2001
Canadian Investment Funds Course, Investments and Securities
University of Toronto 1997 — 2001
HBA, Honours Co-op Program Management & Economics, Minor Sociology
Manulife Financial January 2006 - Present
CIBC Wood Gundy February 2003 - January 2006
Sunlife Financial January 2000 - January 2003
Skills
CFA Candidate, Investments, Fixed Annuities, Financial Advisory, Equities, Toast Masters, Public..., Fusion Sales Training, SPIN Selling, Fusion, Public Speaking, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Mutual Funds, Chartered Financial..., Securities, Life Insurance, Insurance, Fixed Income, Financial Services, Finance, Disability Insurance, Retirement, Mortgage Lending, Wealth, Bonds, Investment Strategies, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Investment Advisory
Education
CFA Institute 2011 — 2011
Level 1, Chartered Financial Analyst
University of Oxford 2010 — 2010
Continuing Education, Economics
Canadian Securities Institute 2001 — 2002
Canadian Securities Course, Investments and Securities
The Financial Advisors Association of Canada 2000 — 2001
Life Insurance License Level I and II, Insurance
The Investment Funds Institute of Canada 2000 — 2001
Canadian Investment Funds Course, Investments and Securities
University of Toronto 1997 — 2001
HBA, Honours Co-op Program Management & Economics, Minor Sociology
Barry Halpern's SunLife Financial Experience 2005 - 2007
Job currently retired (or between jobs)
Industry Insurance
Experience
none January 2008 - Present
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
Comcast 2000 - 2013
Sun Life Financial Indonesia January 2005 - January 2008
Sun Life Financial 2005 - 2008
Sunlife Financial 2005 - 2007
Skills
Strategic Planning, Insurance, Executive Management
Education
University of Massachusetts, Amherst 1970 — 1974
bs, mathematic
none January 2008 - Present
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
Comcast 2000 - 2013
Sun Life Financial Indonesia January 2005 - January 2008
Sun Life Financial 2005 - 2008
Sunlife Financial 2005 - 2007
Skills
Strategic Planning, Insurance, Executive Management
Education
University of Massachusetts, Amherst 1970 — 1974
bs, mathematic
Jonathan Bautista's SunLife Financial Experience September 2011 - October 2013
Job Director, Security Access Governance at Sunlife Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial October 2013 - September 2014
Sunlife Financial September 2011 - October 2013
Sun Life Financial September 2009 - September 2011
Sun Life Financial September 2000 - September 2009
Deutsche Bank June 1997 - September 2000
Skills
Access Control, Identity Management, Intrusion Detection, CISSP, Security Operations, Risk Management, Incident Response, IT Outsourcing, Encryption Software, Business Continuity, IT Audit, Vulnerability Management, Information Security, Information Security..., Enterprise Architecture, IT Strategy, Business Analysis, Disaster Recovery, IT Management, Security, Vendor Management
Education
University of Santo Tomas 1991 — 1995
Sun Life Financial September 2014 - Present
Sun Life Financial October 2013 - September 2014
Sunlife Financial September 2011 - October 2013
Sun Life Financial September 2009 - September 2011
Sun Life Financial September 2000 - September 2009
Deutsche Bank June 1997 - September 2000
Skills
Access Control, Identity Management, Intrusion Detection, CISSP, Security Operations, Risk Management, Incident Response, IT Outsourcing, Encryption Software, Business Continuity, IT Audit, Vulnerability Management, Information Security, Information Security..., Enterprise Architecture, IT Strategy, Business Analysis, Disaster Recovery, IT Management, Security, Vendor Management
Education
University of Santo Tomas 1991 — 1995
Dan Buster's SunLife Financial Experience 2005 - 2009
Job Financial Advisor, Investment Advisor Representative
Industry Financial Services
Experience
Zuk Financial Group 2009 - Present
SunLife Financial 2005 - 2009
Allianz Financial 2000 - 2005
Education
University of Southern California
Zuk Financial Group 2009 - Present
SunLife Financial 2005 - 2009
Allianz Financial 2000 - 2005
Education
University of Southern California
Chad Kastner's SunLife Financial Experience July 1997 - Present
Job Regional Vice President at Sun Life Financial Distributors
Industry Wholesale
Experience
SunLife Financial July 1997 - Present
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Economics
SunLife Financial July 1997 - Present
Education
University of Minnesota-Twin Cities 1993 — 1997
BS, Economics
Lucille Lin's SunLife Financial Experience June 2004 - March 2008
Job Business Analyst II TELUS Health Solutions
Industry Insurance
Experience
TELUS Health Solutions July 2009 - Present
ESI Canada April 2008 - June 2009
Sunlife Financial June 2004 - March 2008
Express Scripts Inc. Canada September 2002 - December 2003
Liberty Health January 1998 - June 2002
Liberty Health December 1996 - December 1997
Allstate Insurance March 1991 - December 1996
Skills
SDLC, Business Analysis, Process Improvement, Visio, Requirements Gathering, Requirements Analysis, Business Requirements, User Acceptance Testing, SharePoint, Testing, Software Documentation, Quality Assurance, Business Process
Education
University of Guelph 1982 — 1985
Bachelor of Arts
Additional Training
TELUS Health Solutions July 2009 - Present
ESI Canada April 2008 - June 2009
Sunlife Financial June 2004 - March 2008
Express Scripts Inc. Canada September 2002 - December 2003
Liberty Health January 1998 - June 2002
Liberty Health December 1996 - December 1997
Allstate Insurance March 1991 - December 1996
Skills
SDLC, Business Analysis, Process Improvement, Visio, Requirements Gathering, Requirements Analysis, Business Requirements, User Acceptance Testing, SharePoint, Testing, Software Documentation, Quality Assurance, Business Process
Education
University of Guelph 1982 — 1985
Bachelor of Arts
Additional Training
Chadd Baugher's SunLife Financial Experience June 2005 - July 2006
Job Sales Manager at Great American Financial Resources
Industry Financial Services
Experience
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
Great American Insurance April 2010 - Present
Genworth Financial 2006 - 2009
Sunlife Financial June 2005 - July 2006
Invesco Ltd. October 1996 - May 2005
Education
University of Houston 1994 — 1999
BS, Industrial Distribution
Lakshmi Krishnan's SunLife Financial Experience 2007 - 2011
Job Director of Tax at Delaware Life
Industry Financial Services
Experience
Delaware Life Formerly Sunlife Financial 2011 - Present
Sunlife Financial 2007 - 2011
Newburg & Co LLP 2004 - 2007
Goloboy LLP 2001 - 2003
The Bollard Group 2000 - 2001
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Tax Accounting, International Tax, Tax Preparation, Internal Controls, Tax Returns, Income Tax
Education
University of Illinois at Urbana-Champaign 1996 — 1998
M.S, Tax (MST)
University of Illinois at Urbana-Champaign 1995 — 1995
Certified Public Accountant (CPA)
University of Madras 1993 — 1995
M.S, Accounting
Delaware Life Formerly Sunlife Financial 2011 - Present
Sunlife Financial 2007 - 2011
Newburg & Co LLP 2004 - 2007
Goloboy LLP 2001 - 2003
The Bollard Group 2000 - 2001
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Tax Accounting, International Tax, Tax Preparation, Internal Controls, Tax Returns, Income Tax
Education
University of Illinois at Urbana-Champaign 1996 — 1998
M.S, Tax (MST)
University of Illinois at Urbana-Champaign 1995 — 1995
Certified Public Accountant (CPA)
University of Madras 1993 — 1995
M.S, Accounting
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
Abby Quinn's SunLife Financial Experience 2005 - 2006
Job Senior AnalystIndustry Practices at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance January 2010 - April 2013
Liberty Mutual Insurance September 2006 - January 2010
Sunlife Financial 2005 - 2006
The Hanover Insurance Group 2004 - 2005
Skills
Underwriting, Property & Casualty..., Reinsurance, Casualty, Claim, Insurance, Legal Liability, Disability Insurance, Liability, Umbrella Insurance, Liability Analysis
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.)
School name:
Bachelor of Arts (BA)
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance January 2010 - April 2013
Liberty Mutual Insurance September 2006 - January 2010
Sunlife Financial 2005 - 2006
The Hanover Insurance Group 2004 - 2005
Skills
Underwriting, Property & Casualty..., Reinsurance, Casualty, Claim, Insurance, Legal Liability, Disability Insurance, Liability, Umbrella Insurance, Liability Analysis
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.)
School name:
Bachelor of Arts (BA)
Claude Pereira's SunLife Financial Experience 1999 - Present
Job Senior Associate Manager at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial 1999 - Present
Nestle Canada February 1995 - December 1999
Nestle India 1972 - 1992
Skills
Management, Marketing, Strategic Financial..., Team Management, Leadership, Business Analysis, Business Strategy, Competitive Analysis, Critical Illness, Strategic Planning, Business Development, Relationship Management, Risk Management, Business Planning, Business Process..., Strategy, Cross-functional Team..., Forecasting, Financial Analysis, Vendor Management, Sales Operations, Analytics, Finance, New Business Development, Mergers & Acquisitions
Education
University of Mumbai 1968 — 1972
BSc, Chemistry
St Aloysius School ,Mangalore 1962 — 1968
SSLC
Sunlife Financial 1999 - Present
Nestle Canada February 1995 - December 1999
Nestle India 1972 - 1992
Skills
Management, Marketing, Strategic Financial..., Team Management, Leadership, Business Analysis, Business Strategy, Competitive Analysis, Critical Illness, Strategic Planning, Business Development, Relationship Management, Risk Management, Business Planning, Business Process..., Strategy, Cross-functional Team..., Forecasting, Financial Analysis, Vendor Management, Sales Operations, Analytics, Finance, New Business Development, Mergers & Acquisitions
Education
University of Mumbai 1968 — 1972
BSc, Chemistry
St Aloysius School ,Mangalore 1962 — 1968
SSLC
Ron Lacroix's SunLife Financial Experience September 2004 - June 2010
Job Portfolio Delivery Manager at Export Development Canada
Industry Insurance
Experience
Export Development Canada January 2014 - Present
Export Development Canada July 2010 - Present
Sunlife Financial September 2004 - June 2010
Eftia 2000 - 2004
Education
University of Ottawa
Electrical Engineering, Computer Science
Export Development Canada January 2014 - Present
Export Development Canada July 2010 - Present
Sunlife Financial September 2004 - June 2010
Eftia 2000 - 2004
Education
University of Ottawa
Electrical Engineering, Computer Science
Adja Maram Lo's SunLife Financial Experience October 2011 - Present
Job .
Industry International Trade and Development
Experience
Sunlife financial October 2011 - Present
Vietnam Women's Union - Center for women and development May 2009 - August 2009
Education
University of Ottawa / Université d'Ottawa 2006 — 2010
Bachelor of Science (B.Sc.), International Development and Globalisation
Franco Senegalaise Dial diop
Sunlife financial October 2011 - Present
Vietnam Women's Union - Center for women and development May 2009 - August 2009
Education
University of Ottawa / Université d'Ottawa 2006 — 2010
Bachelor of Science (B.Sc.), International Development and Globalisation
Franco Senegalaise Dial diop
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.