Delaware Life
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Delaware Life Employees
Delaware Life January 2015 - Present
Aegon Blue Square Re June 2011 - January 2015
Aegon June 2005 - January 2015
Aegon Corporate Treasury March 2009 - June 2011
Aegon IMD Structured Products March 2008 - March 2009
Aegon Investment Risk - Derivatives January 2007 - March 2008
Aegon IMD Actuarial June 2005 - January 2007
Mercer June 2002 - June 2005
Skills
Valuation, Solvency II, Market Risk, Quantitative Finance, Economic Capital, Reinsurance, Pricing, Embedded Value, Risk Management, Actuarial Science, Quantitative Models, Financial Risk, Insurance, Portfolio Management, ALM, Hedging, Capital Management, Financial Analysis
Education
University of Michigan 2000 — 2001
MS, Physics
University of Louisville 1996 — 2000
BS, Physics
Delaware Life March 2012 - Present
Delaware Life May 2008 - February 2012
Delaware Life July 2006 - April 2008
Delaware Life May 2004 - June 2006
Sun Life Financial March 2002 - April 2004
Skills
Financial Analysis, Financial Reporting, Statistics, Fixed Income, Credit Analysis, Equity Research Analysis, Economics, Econometrics, Derivatives, Portfolio Management, VBA, Oracle Financial, Essbase, Microsoft Excel, Microsoft Word, Insurance, Accounting, ALM, Writing, Investments, Forecasting, Strategic Financial..., Mergers, Business Analysis, Financial Modeling
Education
Bentley University 2009 — 2012
MBA, Finance & Economics
Northeastern University 1999 — 2002
Bachelor of Science, Business Administration; Finance
American University of Paris 1998 — 1999
Delaware Life June 2014 - August 2014
Winston Salem Forsyth County Schools August 2010 - July 2013
North Carolina State University August 2008 - August 2010
Uncommon Schools, Inc May 2009 - August 2009
Sylvan Learning Center August 2007 - August 2008
John S. Clark Company, LLC May 2006 - August 2007
Skills
Data Analysis, Microsoft Excel, APL, Teaching, Project Planning, Analysis, Statistics
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Actuarial Science
North Carolina State University 2005 — 2010
Bachelor's Degree, Mathematics
Delaware Life June 2014 - August 2014
Pearl River Life Insurance Company June 2013 - August 2013
Beacon Payments September 2012 - December 2012
Young Men’s Christian Association July 2012 - October 2012
Industrial and Commercial Bank of China January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, Illustrator, English, Mandarin, Cantonese, Microsoft Project, Coordination
Education
University of Connecticut 2013 — 2014
Master of Science (M.S.), Mathematics, 3.82/4.00
Northeastern University 2011 — 2012
Master of Science (M.S.), Project Management; Concentration in Leadership, 3.70/4.00
North University of China 2006 — 2010
Bachelor of Science, Economics, 3.64/4.00
Symetra June 2014 - Present
Delaware Life March 2012 - June 2014
Sun Life Financial August 2009 - June 2012
Hartford Life October 2004 - August 2009
Skills
Insurance, Process Improvement, Risk Management, Fixed Annuities, Underwriting, Business Analysis, Investments, Series 6, Call Centers, Employee Benefits, Customer Service, Retirement, Life Insurance, Change Management, Microsoft Excel, Visio, Coaching, Retirement Planning, Training, Management, Performance Management, Variable Annuities, Quality Assurance
Education
Massachusetts Bay Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.88 grade average
Lewis S Mills Highschool
Lewis S Mills Highschool
Delaware Life August 2013 - Present
Sun Life Financial June 2010 - July 2013
The Hanover Insurance Group 2009 - 2009
Blue Cross Blue Shield of Massachusetts 2008 - 2008
Skills
Actuarial Science, VBA, Insurance
Education
Bentley University 2006 — 2010
Economics
Commonwealth of Massachusetts September 2015 - Present
Scibeck Writing 2014 - Present
Delaware Life 2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial) 2008 - 2009
Boston Financial Data Services February 2006 - October 2008
CitiStreet 2003 - 2006
Financial Consulting Assignments via KForce 2002 - 2003
Pioneer Investments 2001 - 2002
Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement
Education
University of London 2007 — 2009
Master of Science (MSc), Financial Economics
Boston University 1994 — 1997
MA, Psychology
University of Tampa 1987 — 1991
Bachelor of Arts (BA), Psychology
Delaware Life October 2013 - Present
Sun Life Financial January 2002 - January 2012
Sun Life Financial April 1998 - March 2002
Skills
Compliance, FINRA, Insurance, Excel, Series 6, Series 63, Series 26, Critical Thinking, Social Perceptiveness, Judgment and Decision..., Problem Sensitivity, Persistence, Stress Tolerance, Adaptability, Flexibility, Interpretive Thinking, Attention to Detail, Risk Assessment, Complaint Investigations, Negotiation, Persuasion, Complex Problem Solving, Microsoft Excel, Financial Services, Mutual Funds, Analysis, Securities, Process Improvement, Banking, Retirement, Business Process, Life Insurance, Risk Management
Education
North Shore Community College 2013 — 2013
Certificate, Paralegal
Lesley University 1981 — 1985
Bachelor of Science, Education
Beaver Country Day School, Inc. June 2014 - Present
Delaware Life August 2013 - May 2014
Sun Life Financial October 2010 - June 2013
Sun Life Financial January 2008 - October 2010
Sun Life Financial August 2007 - January 2008
Skills
Process Improvement, Negotiation, Customer Service, Sales, Insurance, New Business Development, Data Entry, Call Centers, Research, Fixed Annuities, Customer Satisfaction, Coaching, Financial Services, Customer Relations, Leadership, Investments, Employee Benefits
Education
Lesley University 2012 — 2014
Master of Education (M.Ed.), Teacher of Moderate Special Needs Pre K-8
University of New Hampshire 2003 — 2005
Bachelor of Arts, Communication
University of Tampa 2001 — 2003
Salem High School
Delaware Life 2013 - 2015
Sun Life Financial U.S. 2000 - 2013
Sun Life Financial U.S. 2007 - 2012
Sun Capital Advisers LLC 2004 - 2005
Ernst & Young 1994 - 2000
Skills
ALM, Fixed Income, Investments, Risk Management, Hedging, Insurance, LDI, Monte Carlo Simulation, Equity Derivatives, Interest Rate Risk..., M&A analysis, CRO, Portfolio Management, Financial Risk, Financial Modeling
Education
Stanford University
M.S., Statistics
Stanford University 1985 — 1989
B.A, History
Delaware Life April 2014 - Present
GSI Group July 2013 - December 2013
Nuance Communications March 2013 - July 2013
The Hanover Insurance Group May 2012 - December 2012
Cubist Pharmaceuticals February 2012 - May 2012
Avid Technology April 2007 - June 2010
Aspen Technology, Inc March 2004 - April 2007
HHBrown Shoe Company (Sofft Shoe Company Division) January 2003 - March 2004
QualxServ Divested from Getronics (Now Worldwide TechServices) May 2000 - January 2003
Getronics UK June 1998 - May 2000
Skills
Payroll, ADP Payroll, PeopleSoft, Employee Relations, HRIS, Talent Acquisition, Performance Management, Change Management, SAP, Recruiting, Database Administration, Vendor Management, ICMS, TRecs, System Administration, Organizational..., Analysis, Employee Benefits, Management
Education
Northern Essex Community College 1987 — 1990
A.S, Word Processing Management
Greater Lowell Regional Vocation Technical School 1983 — 1987
High School Diploma, Data Processing
Delaware Life August 2013 - Present
Sun Life Financial April 2008 - August 2013
Sun Life Financial March 2006 - April 2008
TD Bank Group August 2003 - September 2006
Skills
Life Insurance, Insurance, Mutual Funds, Employee Benefits, Strategic Financial..., Investments, Wealth Management, Relationship Management, Financial Services, Retirement, Analysis, Risk Management, Retirement Planning, Microsoft Excel
Education
Western New England College 2003 — 2005
Bachelors, Business Administration
Springfield Technical Community College 2000 — 2003
Associates, Finance
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
The BizPal Company May 2014 - Present
Delaware Life July 2014 - September 2015
Millennium Consulting February 2014 - May 2014
Fallon Community Health Plan November 2008 - November 2013
UMass Memorial Medical Center November 2007 - November 2008
Commerce Insurance Company January 2003 - November 2007
SAIC September 2000 - January 2003
Commerce Insurance Company November 1997 - March 2000
Hanover Insurance September 1993 - April 1997
The Paul Revere Life Insurance Company March 1990 - September 1993
Skills
Leadership, Business Strategy, IT Strategy, Ability to bring a..., Critical Thinking, Strategic Planning, Digital Strategy, Vision Creation, Strategic Vision, Decisiveness, Visionary, Vision Development, Strategic Thinking, Team Building, Visionary Thinking, Business Management, Process Improvement, Business Analysis, Requirements Analysis, Team Leadership, Data Analysis, Dealing with Ambiguity, Communication Skills, Project Management, Sales, Problem Solving, Pitching Ideas, Cross-team Collaboration, Hit the Ground Running, Directing Others, Fast Learner, Strategic Consulting, Consulting, Management Consulting, Software Consulting, Social Media, Business Planning, Writing, SWOT analysis, Cost Benefit Analysis, Entrepreneurship, Ability to quickly..., Intrapreneurial, Technology Skills, Business Acumen, Trend Researching, Researching New..., Management, Strategy, Vendor Management
Education
Bay Path University 2008 — 2011
MBA, Entrepreneurial Thinking & Innovative Practice
Nichols College 1990 — 1994
Bachelor of Science (B.S.), Business Administration with Management Information Systems Specialization
Becker Junior College 1980 — 1980
Paralegal Certificate
SHS
SHS
Delaware Life April 2007 - Present
Skills
Customer Service, Microsoft Excel, SQL, Project Management, Management, Microsoft SQL Server, HTML, Microsoft Word, Business Analysis, Java
Education
University of Massachusetts Boston
National Development April 2014 - Present
Delaware life October 2013 - April 2014
DentaQuest November 2012 - October 2013
Clipper Harbor of Portsmouth November 2009 - November 2012
Executive Properties July 2006 - November 2009
Skills
Proficient in QuickBooks, Microsoft Office, Keyboarding at 55+ WPM, Medisoft, Smartlinks, Payroll, Accounts Payable, Human Resources, Accounts Receivable, Customer Service, QuickBooks, Employee Benefits, Account Reconciliation, Invoicing, PowerPoint, Microsoft Excel, Teamwork, Onboarding, Interviews, Accruals, Data Analysis, Leadership, Data Entry, Management, Oracle, Oracle Reports, Benefits Administration, Fixed Annuities, Variable Annuities, Accounting, Outlook, Analysis, Time Management, Journal Entries, Finance
Education
Southern New Hampshire University 2002 — 2006
Bachelor of Science (BS), Business Administration
Delaware Life August 2013 - Present
Sun Life Financial April 2010 - August 2013
Sun Life Financial August 1998 - April 2010
New England Financial June 1989 - August 1998
Skills
Managing development..., Managing ongoing..., Leading projects using..., Managing development..., Technical Experience in..., Technical Experience..., Technical Experience..., Experience in..., Experience in using..., Technical Experience in..., Experience in using..., Java Enterprise Edition, Integration, Program Management, SDLC, Software Development, Project Management
Education
University of Massachusetts Boston 1988 — 1991
Master of Science (MS), Computer Science
National Life Group January 2015 - Present
Delaware Life December 2013 - January 2015
Plymouth Rock Assurance January 2013 - October 2013
Boston University - Actuarial Science Department January 2012 - May 2013
Boston University - Gifts and Alumni Records May 2012 - August 2012
Skills
Microsoft Excel, SQL, Access, PowerPoint, VBA, SAS programming, ResQ, Actuarial Science, Derivatives, Econometrics, Time Series Analysis
Education
University of Vermont 2015 — 2017
Master’s Degree, Accounting
Boston University 2011 — 2013
Master, Actuarial Science, 3.95/4.00
Wuhan University 2007 — 2011
Bachelor's degree, Economics and Mathematics, 3.71/4.00
Delaware Life Insurance Company May 2015 - Present
Delaware Life August 2013 - Present
Sun Life Financial July 1999 - August 2013
Sunlife Financial 1999 - 2009
Skills
Management, Program Management, Process Improvement, IT Strategy, Active Directory, Change Management, Analysis, Customer Service, Requirements Gathering, Technical Support, Testing, Vendor Management, Software Documentation, IT Management
Education
Cape Cod Community College 1987 — 1989
Business
Delaware Life May 2010 - Present
Sun Life Financial 2000 - 2010
Sun Life Financial 1998 - 2000
New England Financial 1994 - 1998
Skills
Fixed Annuities, Mutual Funds, Finance, Tax, Compliance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Services, Microsoft Word, Securities, Investments, Series 63, Customer Service, Strategic Financial..., Insurance, Risk Management, Corporate Tax, Coaching, Annuities, Access, Banking, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Retirement Planning, Mainframe, Series 6
Education
Bay State College 1990 — 1992
Finance, Business Administration and Management, General
Delaware Life August 2013 - Present
Sun Life Financial March 2008 - August 2013
Sun Life Financial May 2002 - March 2008
Sun Life Financial January 1998 - May 2002
Sun Life Financial January 1995 - January 1998
First Data Corporation January 1994 - December 1994
Hewlett-Packard March 1989 - January 1994
Skills
Project Management, Organizational..., Cross-collaborations, Process Implementation, Global Team Leadership, Interpersonal..., Strategic..., Training & Development, Relationship Management..., Operational Management, Cross-Functional..., Time Management, Account Management, Investments, General Ledger, ERP, Oracle E-Business Suite, PeopleSoft, People Skills, Essbase, Microsoft Office, Data Warehousing, Business Intelligence, Management, SOX Compliancy, Process Improvement, Analysis, Strategic Planning, Budgets, SDLC, Systems Analysis, Disaster Recovery, Access, Quality Assurance, Financial Services, Leadership, Vendor Management, Enterprise Software, Employee Training, Testing, Consulting, Visio, Business Process..., Risk Management, Project Portfolio..., Interpersonal..., Operations Management, Business Analysis
Education
Bentley University 2002 — 2002
Certificate Program, Project Management
Bentley University 2000 — 2000
Certificate Program, Internet Systems Management
Suffolk University 1991 — 1993
Executive MBA, Finance
Suffolk University 1981 — 1985
BSBA, Computer Information Systems
Delaware Life August 2013 - November 2014
Sun Life Financial October 2010 - July 2013
George Wright Golf Course August 2005 - October 2010
Skills
Actuarial Science, Finance, Reinsurance, Access, VBA, Variable Annuities, Fixed Annuities, SAS
Education
Bryant University 2006 — 2010
Boston Latin Academy
Delaware Life August 2013 - Present
Sun Life Financial April 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - April 2012
Sun Life Financial September 2006 - January 2012
Sun Life Financial 2000 - 2004
Baybank 1995 - 1997
baybank 1995 - 1997
Skills
Insurance, Customer Service, Lotus Notes, Call Center, Access, Call Centers, Microsoft Excel, PowerPoint, Process Improvement, Sales, Team Leadership, Training
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Delaware Life August 2013 - Present
Sunlife May 2000 - Present
Education
Roger Williams University
Delaware Life 1999 - Present
Skills
MS Excel, Oracle (GL, ADI and..., Hyperion Essbase, Essbase, Accounting, Auditing, Corporate Finance, Employee Benefits, Finance, Microsoft Excel, Sarbanes-Oxley Act
Education
Bentley University 1991 — 1994
Bachelors, Accounting
Delaware Life January 2014 - Present
Delaware Life 2014 - 2015
SunGard January 2010 - December 2013
Lincoln Financial Distributors 2008 - 2009
Axis Technologies 2006 - 2008
Fidelity eBusiness 2006 - 2007
Fidelity Investments 2004 - 2007
Fidelity 1998 - 2004
Fidelity Investments 1998 - 2004
Skills
Product Management, Project Management, Management, CRM, Team Management
Education
Anna Maria College 1996 — 1997
MS, Quality System Management
University of Rhode Island 1979 — 1984
BS, Mechanical Engineering
Seekonk High School
Delaware Life August 2013 - Present
Sun Life Financial, E-Commerce Division 2005 - August 2013
Sun Life Financial, Individual Insurance Division 1999 - 2005
Alternative Technology Resources (ATR) 1998 - 1999
Belarusian Inter-bank Settlement Center 1995 - 1998
Skills
Requirements Analysis, Requirements Gathering, Microsoft SQL Server, XML, DB2, SQL, COBOL, Java, Software Development, Programming, HTML, Mainframe, Web Services, Web Development, Integration, Databases, Java Enterprise Edition, Software Documentation, JSP, JCL, TSO, Agile Methodologies, EJB
Education
Belarusian State University 1990 — 1995
Masters of Science, Applied Mathematics and Information Technology
Delaware Life August 2013 - Present
Sun Life Financial April 2000 - July 2013
Suburban Ostomy Supply Company/Invacare 1995 - 2000
Viacom June 1988 - August 1992
Skills
AML, Financial Services, Anti Money Laundering, Customer Service, Fixed Annuities, Microsoft Office, Insurance, Microsoft Excel, Business Analysis, Process Improvement
Education
Pace University 1981 — 1985
BA, Psychology
Chester High School 1975 — 1981
NY State Regents Diploma
Delaware Life August 2013 - Present
Sun Capital Advisers August 2006 - August 2013
Fidelity Investments 2001 - 2006
Skills
VBA, SQL, Microsoft Office, Bloomberg, Equity Derivatives, ASP, HTML, Risk Management, Basic Matlab, Blackrock Solutions, VIX Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA/MSF, Finance
Western New England University 1995 — 1999
Delaware Life August 2013 - Present
Sun LIfe Financial January 2005 - August 2013
Fidelity Investments 2007 - 2008
Sun LIfe Financial January 2000 - January 2003
Sun Life Financial January 1999 - January 2000
Derry Cooperative School District September 1998 - June 1999
Derry Cooperative School District January 1998 - January 1999
Skills
Instructional Design
Education
Suffolk University 2004 — 2007
Masters of Science, Adult and Organizational Learning2007
Saint Anselm College 1994 — 1998
Certificate, Secondary Education
Saint Anselm College 1994 — 1998
Bachelor of Arts, History
Delaware Life June 2008 - Present
Sun Life Financial April 2004 - June 2008
Sun Life Financial June 2001 - April 2004
Skills
Life Insurance, Mutual Funds, Finance, Customer Service, Insurance, Reinsurance
Education
Bryant College 1997 — 2001
Bachelor of Science, Marketing/communications
Delaware Life 2013 - Present
G2 Investment Group, LLC 2011 - Present
Corporate boards September 2011 - January 2013
Sammons Enterprises, Inc. January 1999 - September 2011
Connecticut Mutual Life 1993 - 1997
Providian Corporation 1967 - 1993
Skills
Fundraising, Private Equity, Strategic Planning, Investor Relations, Hedge Funds, Capital Markets, Venture Capital, Due Diligence, Private Placements, Alternative Investments, Customer Service, Investments, Microsoft Office, Asset Management, Leadership, Structured Finance, Mutual Funds, Team Building
Education
Dartmouth College
University of Louisville
University of Pennsylvania - The Wharton School
Alere Inc. October 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial February 2008 - August 2013
Massachusetts State Police Crime Laboratory - DNA Unit September 2012 - December 2012
United States Marine Corps November 2003 - November 2007
Skills
Mediation, Licensing, Legal Research, Wordperfect, Westlaw, Legal Writing, Corporate Law, Public Policy, Policy, Civil Litigation, Contract Negotiation, Courts, Legal Assistance, Lotus Notes, Government, Real Estate, Trials, Arbitration, Litigation, Litigation Support, Document Review, Research, Public Speaking, International Relations, Microsoft Excel, Program Management, Management
Education
Boston University 2009 — 2013
BS, Biomedical Laboratory and Clinical Sciences
Boston University 1999 — 2003
BA, US History
Delaware Life January 2014 - Present
Skills
Analysis, Customer Service, Leadership, Process Improvement, Strategic Planning, Training, Financial Analysis, Insurance, Microsoft Excel, Project Management, Business Analysis, Team Leadership, Microsoft Office, Financial Services, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Graduate
Babson College 2006 — 2009
Graduate, Global Management
Northeastern University 1999 — 2004
Bachelor, Marketing/International Business
Delaware Life August 2013 - Present
Sun Life Financial April 2003 - July 2013
The Hartford June 1999 - April 2003
Skills
Actuarial Science, Variable Annuities, Insurance, Valuation, Analysis, ALM, Life Insurance
Education
University of Michigan 1995 — 1999
Bachelor's degree, Actuarial Science
St. Mark's School, Southborough, MA 1991 — 1995
Delaware Life June 2014 - Present
Sun Life Financial 1987 - 2012
Skills
Process Improvement, Mutual Funds, Management, Business Analysis, Analysis, Finance, Leadership, Risk Management, Financial Services, Fixed Annuities, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Suffolk University - Sawyer Business School 1983 — 1987
Bachelor's degree, Accounting and Business/Management
Suffolk University
Bachelors, Business Management
Delaware Life August 2013 - Present
Sun Life Financial April 1999 - August 2013
Fidelity Investments December 1997 - April 1999
First Data Corporation August 1992 - December 1997
Skills
Mutual Funds, Offshoring, Succession Planning, Production Support, Risk Management, Executive Management, SDLC, Process Engineering
Education
Boston University
Master's Degree, Education
Florida State University
Bachelor of Science (B.S.), Education
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - August 2013
Harvard Management Company 2000 - 2009
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Education
NMG Consulting June 2015 - July 2015
Delaware Life August 2013 - March 2015
Sun Life Financial December 2009 - July 2013
Sun Life Financial May 2006 - December 2009
John Hancock June 1990 - May 2006
Skills
Portfolio Management, Liquidity Risk, Investments, Asset Allocation, Relative Value, Investment Policy, Interest Rate Risk..., ALM, Investment Strategies, Investment Planning, Insurance, Liquidity Management, Fixed Income, Fixed Annuities, Hedging, Asset Management, Financial Analysis, Bonds, Risk Management, Equities, Financial Modeling
Education
Iowa State University 1986 — 1990
BS, Mathematics
Iowa State University
Bachelor of Science (B.S.), Mathematics
Delaware Life April 2012 - Present
Sun Life Financial July 2009 - April 2012
Deloitte & Touche December 2002 - July 2009
Skills
US GAAP, IFRS, SEC filings, Internal Controls, Auditing, Accounting, Assurance, CPA, External Audit, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Laval University 2002 — 2003
Graduate Diploma, Accounting
Laval University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
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
National Life Group November 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial April 2012 - August 2013
Sun Life Financial July 2008 - April 2012
Milliman 1999 - 2002
Wisconsin Physician Service 1991 - 1992
CIGNA 1986 - 1987
Skills
Actuarial, Insurance, Valuation, Actuarial Science, Financial Reporting, Capital Management, Mergers & Acquisitions, Health Insurance, Financial Analysis, Internal Controls, Corporate Governance
Education
University of Iowa 1982 — 1986
Bachelor of Science (BS), Actuarial Science
John Hancock Financial Services October 2014 - Present
Delaware Life April 2014 - October 2014
Delaware Life August 2013 - April 2014
Sun Life Financial March 2010 - August 2013
Sun Life Financial 2006 - March 2010
Skills
Client Relationship..., Regulatory Matters and..., Operations, Product Filing, Life Insurance, Financial Services, Relationship Management, CRM, Strategic Planning, Employee Benefits, Retirement, BOLI, Insurance, Management
Education
New England Law Boston 2003 — 2007
JD, Law
University of Massachusetts, Amherst 1994 — 1998
Delaware Life September 2014 - Present
University of Massachusetts Amherst September 2011 - Present
University of Massachusetts Amherst September 2011 - Present
Boy Scouts of America November 2011 - Present
Delaware Life June 2014 - August 2014
Ferris Capital June 2013 - August 2013
Ictus Publishing May 2012 - September 2012
Town of Framingham June 2010 - September 2012
Bishop Condominiums June 2009 - September 2009
Skills
Microsoft Office, Time Management, Team Leadership, Critical Thinking, Event Planning, First Aid, Spanish, Leadership, Data Analysis, Editing, English, Fundraising, Research, Public Relations, SAS Programming
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelors Degree, Finance, Actuarial Science
Delaware Life August 2013 - Present
Sun Life Financial August 2002 - August 2013
Education
University of Connecticut 2000 — 2002
Masters in Actuarial Science, Actuarial Science, Math
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial March 2011 - July 2012
Sun Life Financial June 2010 - August 2010
American International Group June 2009 - August 2009
Merrill Lynch April 2007 - June 2007
Skills
APL, MG-ALFA, VBA, Triton-ISL, Actuarial Science, Financial Modeling, Valuation, Risk Management, Life Insurance, Insurance, Variable Annuities
Education
University of Michigan 2007 — 2011
B.S., Actuarial Mathematics, Economics
Delaware Life August 2013 - Present
Sun Life Financial June 2011 - July 2013
Sun Life Financial May 2007 - May 2011
Liberty Mutual Insurance Company November 2000 - April 2007
Skills
Tax, Corporate Tax, Process Improvement, Account Reconciliation, Tax Returns, State Tax, Insurance, IRS, Sarbanes-Oxley, Tax Research, Tax Law, Income Tax, Financial Reporting, Tax Accounting, US GAAP, Internal Controls, Financial Accounting, Variance Analysis, General Ledger, Tax Reporting
Education
Northeastern University D'Amore-McKim School of Business 2008 — 2013
MST, Taxation
Northeastern University 1992 — 1996
Bachelors, Accounting
Delaware Life August 2013 - Present
Sapient October 2012 - May 2013
Boston Sand and Gravel April 2012 - July 2012
Home Market Foods, Inc December 2007 - August 2010
Kraft Sports Group, Inc August 2007 - December 2007
Network Engines, Inc July 2006 - August 2007
Baypointe Rehabilitation, Inc September 2001 - June 2006
Skills
Payroll, ADP Payroll, ADP ReportSmith, ADP Payforce, ADP ezLaborManager, ADP E-Time, Navision, Accounts Payable, Account Reconciliation, Deferred Compensation, Human Resources, Invoicing
Education
Massasoit Community College
Associates Degree, Business Management
Cambridge Associates July 2015 - Present
Delaware Life August 2013 - February 2015
Sun Life Financial December 2011 - August 2013
Sun Life Financial July 2007 - January 2012
The Boston Consulting Group March 1987 - August 2006
Skills
Talent Acquisition, Employee Relations, PeopleSoft, ADP, Benefits, Payroll, Human Resources, Employee Benefits, ADP Payroll, Deferred Compensation, Onboarding, HRIS, Talent Management, Succession Planning, Personnel Management, Recruiting, Sales, Management Consulting
Education
Green Mountain College
Associate's degree, Business Administration and Management, General
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - July 2013
Sun Life Financial March 2006 - March 2011
Sun Life Financial March 2004 - March 2006
Sun Life Financial November 2000 - March 2004
Sun Life Financial May 1998 - November 2000
Sun Life Financial December 1996 - May 1998
Skills
User Acceptance Testing, Quality Center, SDLC, Quality Assurance, Business Requirements, Testing, Requirements Analysis, Metrics, Lotus Notes, Systems Analysis, Risk Management, Software Quality...
Education
Northeastern University 1998 — 2000
Cerificate System Analyst, Programming and System Analysis
Suffolk University - Sawyer Business School 1990 — 1994
BSBA, IT, Marketing
Delaware Life August 2013 - Present
Sun Life Financial April 2006 - August 2013
Jonh Hancock January 2001 - April 2006
Skills
Financial Analysis, Financial Reporting, Finance
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Delaware Life August 2013 - Present
Sun Life Financial January 1998 - August 2013
US Army October 1989 - November 1992
Skills
Insurance, Business Analysis, Financial Services, Process Improvement, Business Requirements, Mutual Funds, Requirements Gathering, Quality Assurance, Analysis, Requirements Analysis, Systems Analysis, Life Insurance, Relationship Management
Education
Plymouth State University 1993 — 1997
BS, Biology
Delaware Life May 2014 - Present
GB Credit Partners July 2008 - May 2014
BayCare Health System March 2007 - April 2008
BayCare Health System 2003 - 2008
Skills
Lotus Notes, Outlook, Administrative..., Spreadsheets, Data Entry, Healthcare, Leadership, HIPAA, Healthcare Management, Hospitals, Team Building, Medical Devices, Management, Process Improvement, Customer Service, Healthcare Information..., Public Speaking
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Health/Health Care Administration/Management
North Shore Community College 1983 — 1985
Associate of Science (AS), Radiologic Technology/Science - Radiographer
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial December 2006 - August 2012
Skills
Systems Analysis, Business Analysis, PowerPoint, Insurance, Microsoft Excel, Project Management, Process Improvement, Business Process, Data Analysis, Analysis, Business Requirements, Banking, Life Insurance, Requirements Analysis, Access, Risk Management
Education
Emmanuel College
Bachelor of Arts, Economics
Delaware Life buisness analystjohn hancockOctober 1997 - February 2001
Education
Simmons College 1985 — 1992
Bachelor's degree, social and public policy, pass