Delaware Life Insurance Company
Parent organization: Group One Thousand One, LLC Subsidiaries: SeaBright Insurance Holdings, Inc.,
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Delaware Life Insurance Company Employees
MetLife February 2015 - Present
Columbia University in the City of New York September 2014 - Present
SUNY Global Center Digital Publishing Management Seminar October 2013 - Present
Delaware Life Insurance Company June 2014 - August 2014
CITIC-Prudential Life Insurance Company October 2012 - February 2013
China Life Insurance Co., Ltd. August 2012 - September 2012
China Merchants Bank July 2012 - August 2012
China Institute for Actuarial Science November 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, C++, Public Speaking, Editing, C, VBA, SQL
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Actuarial Science
Central University of Finance and Economics 2009 — 2013
Bachelor's degree, Actuarial Science, Management Information Science, 94, 93
Delaware Life Insurance Company September 2013 - Present
Sun Life Financial February 2011 - September 2013
Sun Life Financial July 2007 - January 2011
Sun Life Financial October 2006 - May 2007
Sun Life Financial July 2004 - September 2006
Skills
Annuities, Mutual Funds, Group Insurance, Disbursements, Treasury Services, Banking, Cash Management, Life Insurance, SOX Compliancy, Accounting, Fixed Annuities, Process Improvement, Financial Services, Financial Analysis, Management, Payments, Insurance, Customer Service, Finance, Microsoft Excel, Sarbanes-Oxley Act
Education
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial 2001 - July 2013
Skills
Tax, Premium Tax, Sales & Use Tax..., State income Taxes, Tax Reasearch, Personal Property Taxes, VAT, Management, Financial Planning, Financial Analysis, Strategic Planning, Leadership, Financial Accounting, Corporate Tax, Auditing, Financial Reporting, Tax Accounting, Finance, Accounting, Process Improvement
Education
University of Massachusetts Boston
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
MetLife July 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial 2007 - 2013
Sun Life Financial 2005 - 2007
Sun Life Financial 2001 - 2005
Sun Life Financial 1993 - 2001
Prudential Financial 1983 - 1993
Skills
System skills include..., Investments, Financial Analysis, Fixed Annuities, Risk Management, Business Analysis, Financial Risk, Account Management, Insurance, Financial Reporting, Process Improvement, Managerial Finance, Corporate Finance, Strategic Financial..., Asset Allocation, Budgets, Project Management, Financial Modeling, Finance
Education
The University of Michigan 1981 — 1983
Master of Business Administration (MBA)
Penn State University 1978 — 1981
Bachelor of Science (BS), Economics
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - Present
Sunlife Financial September 2009 - August 2013
Sun Life Financial January 2005 - July 2009
Percuoco Chiropractic Neurology Center, PC 1990 - 2005
The Entwistle Company October 1985 - December 1990
The Entwistle Company July 1982 - October 1985
The Entwistle Company April 1979 - July 1982
Skills
Employee Benefits, Visio, Insurance, Microsoft Word, Accounts Payable, Access, Lotus Notes, PowerPoint, Administrative..., Accounts Receivable, Human Resources, Administration, Outlook, PeopleSoft, Administrative..., Risk Management, Microsoft Office
Education
Becker College 1980 — 1982
As, Executive Secretarial
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial October 2011 - July 2013
Sun Life Financial September 2009 - October 2011
JP Morgan Chase November 2007 - September 2009
Thomson Reuters April 2007 - November 2007
Thomson Reuters June 2005 - March 2007
Brown Brothers Harriman August 2004 - June 2005
Brown Brothers Harriman August 2003 - July 2004
Brown Brothers Harriman August 2000 - July 2003
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Equities, Portfolio Management, Valuation, Corporate Finance, Asset Management, Financial Reporting, Financial Services, Fixed Income, Risk Management, Finance, Securities, Due Diligence, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Capital Markets, Hedge Funds, Private Equity, Financial Risk
Education
Boston College 1996 — 2000
BS, Marketing
Xaverian Brothers High School 1992 — 1996
Pinnacle West Capital Corporation May 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2009 - August 2013
Sun Life Financial April 2008 - November 2009
Sun Life Financial May 2005 - April 2008
Sun Life Financial November 2001 - May 2005
Keyport Life Insurance Co. June 2000 - November 2001
State Street June 1999 - May 2000
Skills
Portfolio Management, Liquidity Risk, Investments, Interest Rate Risk..., Derivatives, Insurance, ALM, Asset Management, Investment Strategies, Risk Management, Analysis, Equities, Financial Analysis, Management, Mutual Funds, Financial Modeling, Investment Management, Fixed Income, Process Improvement
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (B.S.), Double Major: Finance and International Business
Delaware Life Insurance Company August 2015 - Present
Delaware Life Insurance Company May 2015 - July 2015
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2009 - August 2013
Sun Life Financial June 2007 - November 2009
Sun Life Financial March 2006 - June 2007
Sun Life Financial September 2003 - March 2006
Sun Life Financial July 2001 - September 2003
TD Bank Group September 1999 - June 2001
Mad River Glen January 1999 - August 1999
Skills
Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Finance, Investment Strategies, Financial Services, Financial Planning, Investments, Financial Analysis, Financial Modeling, Risk Management, Insurance, Financial Risk
Education
University of Massachusetts Boston 2005 — 2007
Master of Business Administration (MBA), Finance
Springfield College 1995 — 1999
Bachelor of Science (BS), Sports Management
Athene USA September 2014 - Present
Delaware Life Insurance Company June 2014 - August 2014
Department of Risk Management and Insurance, NCCU August 2012 - July 2013
AIA July 2010 - January 2011
Cathay Life Insurance Company January 2009 - February 2009
Skills
Actuarial Science, Insurance, Risk Management, Pensions, Financial Risk..., VBA, Matlab, R, Statistics, Retirement Benefits, SAS, Microsoft Excel
Education
University of Connecticut 2013 — 2014
Master's Degree, Mathematics with a concentration in Actuarial Science, 4.0/4.3
University of Wisconsin-Madison 2011 — 2011
Exchange student, Actuarial Science, Risk Management and Insurance
National Chengchi University 2006 — 2011
Bachelor's Degree, Risk Management and Insurance
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
Carnegie Mellon Economics Department August 2015 - Present
Carnegie Mellon Statistics Department August 2014 - Present
Booz Allen Hamilton June 2015 - August 2015
Delaware Life Insurance Company June 2014 - August 2014
Carnegie Mellon Career and Professional Development Center April 2013 - May 2014
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Data Analysis
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Science (B.S.), Mathematical Sciences and Economics; Statistics
Wayland High School 2008 — 2012
Sun Life Financial 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial January 2001 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 1987 - January 2001
Skills
Insurance
Education
University of Massachusetts, Amherst
BBA, Summa Cum Laude, Finance, Math, Actuarial Science, Economics
Needham High School
Whil Concepts, Inc. June 2015 - July 2015
Delaware Life Insurance Company May 2014 - August 2014
Athletic Standard Inc June 2013 - August 2013
PB & Co Lawn Care April 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Social Media
Education
Colgate University 2012 — 2016
Economics
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 Insurance Company September 2015 - Present
Delaware Life Insurance Company October 2013 - September 2015
PwC September 2011 - October 2013
EntreQuest July 2011 - August 2011
Merrill Lynch January 2011 - April 2011
PwC June 2010 - August 2010
PC Richard & Son May 2009 - August 2009
Northeast Securities September 2005 - December 2005
Skills
Accounting, Account Reconciliation, Accounts Payable, Analysis, Finance, Financial Statements, General Ledger, Internal Controls, Management, Microsoft Excel, Research, Auditing, Financial Analysis, US GAAP
Education
Loyola College in Maryland 2010 — 2011
MBA
Loyola College in Maryland 2006 — 2010
BBA, Accounting
University College Cork 2009 — 2009
Garden City High School 2003 — 2006
George Washington University, Department of Statistics September 2013 - December 2014
Delaware Life Insurance Company June 2014 - August 2014
DC SCORES September 2013 - January 2014
University of Michigan, Planetary Science Laboratory (PSL) January 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, Research, Regression Analysis, Data Analysis, Matlab, Maple, C++, R, SPSS, SAS, Stata, IDL, LaTeX, Igor Pro, EndNote, Fortran, Photoshop, Illustrator, Dreamweaver, Adobe Audition, Premiere
Education
The George Washington University 2013 — 2015
Master of Science (MS), Statistics
University of Michigan 2009 — 2013
Bachelor of Science (BS), Actuarial Science, Statistics, Minor in Music
University of California, Berkeley 2010 — 2010
Summer School, Spanish
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2001 - August 2013
Keyport Life Insurance 1988 - 2001
Education
Bentley University 1984 — 1988
Delaware Life Insurance Company February 2015 - Present
Delaware Life Insurance Company August 2013 - February 2015
Sun Life Financial January 2012 - August 2013
Sun Life Financial August 2005 - January 2012
Sun Life Financial June 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) September 1995 - June 2000
Education
Pennsylvania State University 1991 — 1995
Bachelor of Science, Mathematics (Actuarial Science Option)
Welis, LLC February 2015 - Present
Delaware Life Insurance Company April 2014 - January 2015
Sun Life Financial April 2010 - April 2014
Sun Life Financial February 2009 - April 2010
Sun Life Financial October 2007 - February 2009
Self-Employed September 2002 - October 2007
Sun Life Financial November 2000 - September 2005
Sun Life Financial December 1998 - November 2000
Sun Life Financial April 1997 - December 1998
Sun Life Financial June 1994 - April 1997
Skills
Insurance, Technical Liaison, Actuarial Science, Business Analysis, Business Process..., Technical Presentations, Financial Modeling, Life Insurance, Indexed Annuities, Fixed Annuities, Variable Annuities, Management, Case Management, Team Management, Mentoring, Project Planning, Project Delivery, Root Cause Analysis, Microsoft Office, Microsoft Excel, Spreadsheet Analysis, Software Development, ColdFusion, HTML, Client-server..., Web Development, Release Management, Hedging, Progress 4GL, C, JavaScript, Visual Basic, Access, Testing, SQL
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.Sc.), Materials Engineering
Delaware Life Insurance Company January 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial June 2005 - July 2013
Sun Life Financial March 1994 - June 2005
Sun Life Financial March 1990 - March 1994
Skills
Cash Management, Treasury Management, Banking, Finance, Account Reconciliation, Treasury, Internal Audit, Cash Flow Forecasting, Strategic Financial..., General Ledger, Financial Analysis, Liquidity Management, Risk Management, Financial Planning, Sarbanes-Oxley Act
Education
University of Massachusetts Lowell 1985 — 1989
BS, Math
Milford High School 1981 — 1985
Ropes & Gray LLP September 2015 - Present
Delaware Life Insurance Company August 2013 - September 2015
Sun Life Financial September 2011 - August 2013
Deutsche Bank September 2008 - September 2011
Skills
Bloomberg, Financial Analysis
Education
Bentley University 2001 — 2005
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial March 2010 - July 2013
Prudential Financial August 2009 - March 2010
AEGON USA January 2006 - July 2009
Geneva Trading September 2004 - March 2005
University of Iowa College of Business 2002 - 2004
Skills
ALM, Financial Risk, R, Actuarial Science, Portfolio Management, Equities, Risk Management, Economic Capital, Statistics, Strategic Financial..., Hedging, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
MA, Economics
Peking University 1997 — 2002
BA, International Finance
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial September 2008 - August 2013
Sun Life Financial September 2006 - August 2008
Sun Life Financial February 2001 - August 2006
Sun Life Financial August 1997 - January 2001
Sun Life Financial August 1995 - July 1997
AG Edwards & Sons August 1991 - July 1995
Skills
Project Management, Executive Level..., Cross-Functional Team..., Resource Management, Change Management, Business Process..., Business Analysis, Agile & Waterfall..., Project Planning, SDLC, Vendor Management, Process Improvement, Fixed Annuities, Financial Services, Project Portfolio..., Visio, Business Process..., Cross-functional Team..., Project Delivery, Management, IT Strategy, Requirements Gathering
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
Bachelors, Business
.
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2011 - August 2013
Sun Life Financial September 2009 - November 2011
Bank of America February 2008 - February 2009
US Trust April 2005 - February 2007
State Street September 2003 - April 2005
Investors Bank & Trust January 2002 - September 2002
Northern Trust Retirement Consulting LLC October 2000 - December 2001
BNY Mellon May 1997 - September 2000
Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis
Education
Nichols College 1993 — 1998
BSBA, Accounting and Business/Management
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2006 - July 2013
Towers Watson July 2001 - November 2006
Skills
Actuarial Science, Insurance, Fixed Annuities, Analysis, Enterprise Risk..., Variable Annuities, Pricing, Financial Modeling, Forecasting, Trend Analysis, Product Development, Product Management, Individual Life, Risk Management, Microsoft Excel, Financial Risk, Financial Analysis, Valuation, Investments, VBA, Data Analysis
Education
The Ohio State University 1997 — 2001
Master of Science (M.S.), Applied Statistics
The Ohio State University 1997 — 2001
Master of Science (MS), Environmental Science
Peking University 1991 — 1996
Bachelor of Science (B.S.), Chemistry
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2007 - August 2013
Colony Capital April 2005 - April 2007
Balboa Insurance Group December 2003 - March 2005
Pacific Life November 1998 - November 2003
New England Financial June 1993 - June 1998
Skills
Derivatives, Investments, Financial Analysis, Accounting, Financial Reporting, Securities Lending, Fund Accounting, Securities, Corporate Finance, Fixed Income, Valuation, Equities, GAAP, Financial Statements, Financial Accounting, Statutory Accounting, Hedge Funds, Strategic Financial..., SEC filings, Financial Modeling, Finance, Financial Operations, Data Analysis, Data Management, Bank Reconciliation, Team Leadership, Team Management, Cross-functional..., Process Improvement, Project Management, Private Equity, Collateral Management, FX Derivatives
Education
University of Massachusetts Dartmouth 1989 — 1994
B.S., Accounting
Delaware Life Insurance Company August 2013 - Present
Delaware Life / Sun Life 2013 - 2015
Sun Life Financial March 1992 - July 2013
Skills
Needs Analysis, Process Improvement, Change Management, Training Delivery, Insurance, Training, Performance Management, Employee Engagement, Coaching, Instructional Design, Workshop Facilitation, Leadership Development, Talent Management, Employee Training, Blended Learning, Customer Service, Leadership
Education
Southern New Hampshire University
Master's degree
Framingham State University
Bachelor's degree
Delaware Life Insurance Company August 2013 - Present
Skills
FINRA Series 6, 63, and..., Leadership, Insurance, Strategic Planning, Project Management, New Business Development, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Duke University
Leading Across Boundaries, Executive Education
Hofstra University
Bachelor of Business Administration (BBA), Marketing
MetLife January 2015 - Present
Delaware Life Insurance Company July 2014 - January 2015
Deloitte January 2014 - February 2014
MetLife June 2013 - August 2013
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (BS)
Bergen County Technical High School (BCTHS) - Teterboro, NJ 2006 — 2010
High School Diploma