Sun Financial Group
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Sun Financial Group Employees
Employee
Years
Job
Industry
Dan Toscano Dan Toscano's Sun Financial Group Experience April 1991 - June 1995
Job Vice President at CSI Leasing
Industry Financial Services
Experience
CSI Leasing November 2009 - Present
Fidelity National Capital November 2004 - October 2009
GATX Technology Services June 1995 - October 2004
Sun Financial Group April 1991 - June 1995
Skills
Commercial Lending, Banking, Portfolio Management, Loans, Credit, Finance, Sales Management, Relationship Management, Credit Risk, Financial Services, Risk Management, Strategic Planning, Sales Process
Education
University of South Florida 1981 — 1985
B.S.
CSI Leasing November 2009 - Present
Fidelity National Capital November 2004 - October 2009
GATX Technology Services June 1995 - October 2004
Sun Financial Group April 1991 - June 1995
Skills
Commercial Lending, Banking, Portfolio Management, Loans, Credit, Finance, Sales Management, Relationship Management, Credit Risk, Financial Services, Risk Management, Strategic Planning, Sales Process
Education
University of South Florida 1981 — 1985
B.S.
Mike ODonnell Mike ODonnell's Sun Financial Group Experience 1986 - 1995
Job General Partner at FAN Fund
Industry Financial Services
Experience
FAN Fund May 2015 - Present
Florida Angel Nexus January 2012 - Present
University of Central Florida August 2010 - Present
MOD Ventures LLC January 1999 - Present
ALS LLC 1998 - 2008
GATX Capital, Global Technology Services 1995 - 2000
Sun Financial Group 1986 - 1995
Key International; Industrial & Automotive Fasteners November 1978 - July 1986
Plasta-Fibre, a Gulf & Western Company. 1974 - 1978
Education
University of Central Florida - College of Business Administration 2009 — 2009
Masters of Science in Management:, HR, IT, and Change Management
Central Michigan University
Bachelor of Business Administration (B.B.A.)
FAN Fund May 2015 - Present
Florida Angel Nexus January 2012 - Present
University of Central Florida August 2010 - Present
MOD Ventures LLC January 1999 - Present
ALS LLC 1998 - 2008
GATX Capital, Global Technology Services 1995 - 2000
Sun Financial Group 1986 - 1995
Key International; Industrial & Automotive Fasteners November 1978 - July 1986
Plasta-Fibre, a Gulf & Western Company. 1974 - 1978
Education
University of Central Florida - College of Business Administration 2009 — 2009
Masters of Science in Management:, HR, IT, and Change Management
Central Michigan University
Bachelor of Business Administration (B.B.A.)
Bruce Risler Bruce Risler's Sun Financial Group Experience March 1992 - July 1997
Job Risler Financial Management, LLC, LPL Financial Advisor
Industry Financial Services
Experience
Risler Financial Management, LLC July 1997 - Present
Transformation Yoga Project May 2014 - Present
Laurel House June 2014 - Present
Sun Financial Group March 1992 - July 1997
Skills
Retirement Planning..., College Education..., LPL Investment Advisory..., Strategic Financial..., Finance, Financial Planners, FINRA, Financial Advisory, Retirement Planning, Certified Financial..., Wealth Management, Financial Goals, Estate Planning, Fixed Annuities, 401k, Investments, Mutual Funds, Insurance, Long-term Care, Asset Allocation, Life Insurance, Asset Management, Portfolio Management, Financial Planning
Education
Temple University 1977 — 1980
Bachelor of Business Administration (BBA), Marketing
Penn State University 1975 — 1977
Northeast High School 1972 — 1975
Finletter Elementary
Risler Financial Management, LLC July 1997 - Present
Transformation Yoga Project May 2014 - Present
Laurel House June 2014 - Present
Sun Financial Group March 1992 - July 1997
Skills
Retirement Planning..., College Education..., LPL Investment Advisory..., Strategic Financial..., Finance, Financial Planners, FINRA, Financial Advisory, Retirement Planning, Certified Financial..., Wealth Management, Financial Goals, Estate Planning, Fixed Annuities, 401k, Investments, Mutual Funds, Insurance, Long-term Care, Asset Allocation, Life Insurance, Asset Management, Portfolio Management, Financial Planning
Education
Temple University 1977 — 1980
Bachelor of Business Administration (BBA), Marketing
Penn State University 1975 — 1977
Northeast High School 1972 — 1975
Finletter Elementary
Kevin Fahey Kevin Fahey's Sun Financial Group Experience January 1982 - September 1992
Job Producer at Lyons Companies
Industry Financial Services
Experience
GWN Securities, Inc. June 2009 - Present
Lyons Companies August 2006 - Present
Allstate Financial Services, LLC October 1992 - August 2006
Sun Financial Group January 1982 - September 1992
Sun Life of Canada 1982 - 1991
Education
University of Delaware 1972 — 1977
Bachelor of Science (BS), American History (United States)
Salesianum School 1968 — 1972
GWN Securities, Inc. June 2009 - Present
Lyons Companies August 2006 - Present
Allstate Financial Services, LLC October 1992 - August 2006
Sun Financial Group January 1982 - September 1992
Sun Life of Canada 1982 - 1991
Education
University of Delaware 1972 — 1977
Bachelor of Science (BS), American History (United States)
Salesianum School 1968 — 1972
Jerry Bourgeois Jerry Bourgeois's Sun Financial Group Experience May 1994 - December 1997
Job Bus. Dev. Specialist ☛ Corp: 401k ☛ Personal: ☛ Auto ☛ Renters ☛ Insurance ‡ Cold Call Selling ☛ Appointment Setting ☛
Industry Facilities Services
Experience
Outbound Excellence October 2001 - Present
State Farm August 2012 - November 2014
Humana, Inc. January 1998 - September 2001
Sun Financial Group May 1994 - December 1997
America West Airlines July 1988 - April 1994
Skills
Strategy, Management, CRM, Sales Operations, B2B, Strategic Planning, Training, Finance, Process Improvement, Sales
Education
Arizona State University 1970 — 1973
Bachelor of Science, Marketing & Business Development
Outbound Excellence October 2001 - Present
State Farm August 2012 - November 2014
Humana, Inc. January 1998 - September 2001
Sun Financial Group May 1994 - December 1997
America West Airlines July 1988 - April 1994
Skills
Strategy, Management, CRM, Sales Operations, B2B, Strategic Planning, Training, Finance, Process Improvement, Sales
Education
Arizona State University 1970 — 1973
Bachelor of Science, Marketing & Business Development
Mike O'Hare Mike O'Hare's Sun Financial Group Experience April 1987 - November 1995
Job Senior Vice President at SunTrust Equipment Finance & Leasing
Industry Financial Services
Experience
SunTrust Equipment Finance & Leasing December 2010 - Present
Winthrop Resources September 2009 - July 2011
Fidelity National Capital July 2004 - September 2009
GATX November 1995 - June 2004
Sun Financial Group April 1987 - November 1995
U S Leasing Corp December 1982 - April 1987
Skills
Management, Commercial Lending, Finance, Sales, Banking, Portfolio Management, Risk Management, Financial Analysis, Credit, Credit Analysis, Loans, Mergers & Acquisitions, Business Development, New Business Development, Financial Services, Executive Management, Investments, Relationship Management, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1977 — 1979
BS, Business Management
State University of New York College at Oswego 1974 — 1977
Business Management
Clarence Central High School 1970 — 1974
SunTrust Equipment Finance & Leasing December 2010 - Present
Winthrop Resources September 2009 - July 2011
Fidelity National Capital July 2004 - September 2009
GATX November 1995 - June 2004
Sun Financial Group April 1987 - November 1995
U S Leasing Corp December 1982 - April 1987
Skills
Management, Commercial Lending, Finance, Sales, Banking, Portfolio Management, Risk Management, Financial Analysis, Credit, Credit Analysis, Loans, Mergers & Acquisitions, Business Development, New Business Development, Financial Services, Executive Management, Investments, Relationship Management, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1977 — 1979
BS, Business Management
State University of New York College at Oswego 1974 — 1977
Business Management
Clarence Central High School 1970 — 1974
Rodger Bayne Rodger Bayne's Sun Financial Group Experience August 1987 - January 1992
Job President, Benefit Indemnity Corporation; Founder of the Self Funded Exchange Marketplace
Industry Insurance
Experience
Benefit Indemnity Corporation January 2010 - Present
Client First Brokerage Services, Inc. January 1992 - Present
Bayne's Quality Custom Furniture, Inc. 2010 - 2015
Bayne's Quality Custom Furniture, Inc. 2010 - 2015
American Medical Security September 1992 - December 1998
Sun Financial Group August 1987 - January 1992
Creative Benefit Services 1988 - 1992
Life Insurance Company of Virginia October 1986 - July 1987
American Sun Power, Inc. 1983 - 1985
Rodger's Arcade, Inc. 1980 - 1983
Skills
Health Care Reform, Managed Care, Marketing, Health Insurance, Self funded benefits, self-funding, stop-loss, individual health..., group health insurance, dental insurance, dental benefits, group benefits, life insurance, disability insurance, retirement plans, Employee Benefits, Group Insurance, Disability Insurance, Life Insurance, Self-funded, PPACA, Obama Care, Non-Profit Coops, Employee Wellness..., Individual Health..., Affordable Care Act, Retirement Planning, Dentistry, Long-term Care, Brokers, Benefits Administration, Health Savings Accounts, Small Business, Medicare, Commercial Insurance, Underwriting, Strategic Planning, Fixed Annuities, Accident, Workers Compensation, Property & Casualty..., Insurance, Sales, Claims Management, Claim, Leadership, Entrepreneurship, Term Life Insurance, Healthcare, Critical Illness
Education
Towson University 1978 — 1980
None, Business
Baltimore Polytechnic Institute 1975 — 1978
HS, Science
Benefit Indemnity Corporation January 2010 - Present
Client First Brokerage Services, Inc. January 1992 - Present
Bayne's Quality Custom Furniture, Inc. 2010 - 2015
Bayne's Quality Custom Furniture, Inc. 2010 - 2015
American Medical Security September 1992 - December 1998
Sun Financial Group August 1987 - January 1992
Creative Benefit Services 1988 - 1992
Life Insurance Company of Virginia October 1986 - July 1987
American Sun Power, Inc. 1983 - 1985
Rodger's Arcade, Inc. 1980 - 1983
Skills
Health Care Reform, Managed Care, Marketing, Health Insurance, Self funded benefits, self-funding, stop-loss, individual health..., group health insurance, dental insurance, dental benefits, group benefits, life insurance, disability insurance, retirement plans, Employee Benefits, Group Insurance, Disability Insurance, Life Insurance, Self-funded, PPACA, Obama Care, Non-Profit Coops, Employee Wellness..., Individual Health..., Affordable Care Act, Retirement Planning, Dentistry, Long-term Care, Brokers, Benefits Administration, Health Savings Accounts, Small Business, Medicare, Commercial Insurance, Underwriting, Strategic Planning, Fixed Annuities, Accident, Workers Compensation, Property & Casualty..., Insurance, Sales, Claims Management, Claim, Leadership, Entrepreneurship, Term Life Insurance, Healthcare, Critical Illness
Education
Towson University 1978 — 1980
None, Business
Baltimore Polytechnic Institute 1975 — 1978
HS, Science
Heather Lavallee Heather Lavallee's Sun Financial Group Experience 1992 - 2000
Job President, Employee Benefits, VOYA Financial
Industry Insurance
Experience
Voya Financial March 2014 - Present
ING March 2011 - Present
ING Employee Benefits October 2008 - February 2011
Mutual of Omaha April 2005 - October 2008
Sun Financial Group 1992 - 2000
Skills
Insurance, Sales Management, Health Insurance, Strategic Planning, Employee Benefits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
Colby College 1988 — 1992
B.A.
Voya Financial March 2014 - Present
ING March 2011 - Present
ING Employee Benefits October 2008 - February 2011
Mutual of Omaha April 2005 - October 2008
Sun Financial Group 1992 - 2000
Skills
Insurance, Sales Management, Health Insurance, Strategic Planning, Employee Benefits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
Colby College 1988 — 1992
B.A.
Melyana Klue Melyana Klue's Sun Financial Group Experience 1994 - 2003
Job Diversified Business Consultant
Industry Program Development
Experience
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
LeTourneau University January 1998 - Present
The Art Institute of Houston- North Branch June 2009 - July 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2004 - 2006
Sun Financial Group 1994 - 2003
South Florida Production Company 1984 - 1991
University Of Miami 1975 - 1991
Forer.inc 1977 - 1983
Education
University of Miami
MA, English
University of Saskatchewan
BA, English and Fine Art
Bruce Holbert Bruce Holbert's Sun Financial Group Experience April 1988 - March 1997
Job Selfemployed Entrepreneur at www.successcreatessuccess.com
Industry Marketing and Advertising
Experience
www.successcreatessuccess.com April 2013 - Present
BC Vending January 2003 - April 2013
Aegis Telecommunications April 2000 - October 2003
Manulife Financial April 1997 - October 2000
Amway 1994 - 1999
Sun Financial Group April 1988 - March 1997
NL Treating Chemicals 1978 - 1984
Skills
Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Marketing, Sales, Team Building, Negotiation, Budgets, Retail, Customer Service, Project Management, Forecasting, Business Strategy, Management, Training, Leadership, Coaching, Public Speaking
Education
New Orleans Baptist Theological Seminary 1987 — 1987
MDiv, Biblical Studies
New Orleans Baptist Theological Seminary 1985 — 1986
Master of Religious Educaction, Church Growth and Development
University of Texas of the Permian Basin 1979 — 1979
None, Master studies in Business
Stephen F. Austin State University 1973 — 1975
Bachelor of Science, Biology Minors: Chemistry/Finance
www.successcreatessuccess.com April 2013 - Present
BC Vending January 2003 - April 2013
Aegis Telecommunications April 2000 - October 2003
Manulife Financial April 1997 - October 2000
Amway 1994 - 1999
Sun Financial Group April 1988 - March 1997
NL Treating Chemicals 1978 - 1984
Skills
Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Marketing, Sales, Team Building, Negotiation, Budgets, Retail, Customer Service, Project Management, Forecasting, Business Strategy, Management, Training, Leadership, Coaching, Public Speaking
Education
New Orleans Baptist Theological Seminary 1987 — 1987
MDiv, Biblical Studies
New Orleans Baptist Theological Seminary 1985 — 1986
Master of Religious Educaction, Church Growth and Development
University of Texas of the Permian Basin 1979 — 1979
None, Master studies in Business
Stephen F. Austin State University 1973 — 1975
Bachelor of Science, Biology Minors: Chemistry/Finance
Barb McNicholas's Sun Financial Group Experience 1988 - 1993
Job Technical Recruiter at Modis barbara.mcnicholas@modis.com
Industry Information Technology and Services
Experience
Modis July 2006 - Present
Progressive Insurance 1993 - 2008
Progressive Insurance 1993 - 2006
Sunlife of Canada 1988 - 1993
Sun Financial Group 1988 - 1993
Sun Life Financial 1988 - 1992
Zayer Corportation/TJX Companies 1985 - 1988
Zayer Corportation/TJX Companies 1985 - 1988
Skills
Internet Recruiting, Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Talent Acquisition, Screening
Education
Bowling Green State University
BA, Human Resources
Modis July 2006 - Present
Progressive Insurance 1993 - 2008
Progressive Insurance 1993 - 2006
Sunlife of Canada 1988 - 1993
Sun Financial Group 1988 - 1993
Sun Life Financial 1988 - 1992
Zayer Corportation/TJX Companies 1985 - 1988
Zayer Corportation/TJX Companies 1985 - 1988
Skills
Internet Recruiting, Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Talent Acquisition, Screening
Education
Bowling Green State University
BA, Human Resources
Abbie Cole's Sun Financial Group Experience March 1996 - Present
Job Owner, Sun Financial Group
Industry Financial Services
Experience
Sun Financial Group March 1996 - Present
Square One Development February 1990 - January 1996
R & B Development January 1982 - February 1990
Skills
Attention To Detail, Research - Driven, Trustworthy, Small Business, New Business Development, Customer Service, Team Building, Marketing Strategy, Residential Homes, Microsoft Excel, Social Media, Social Media Marketing, Event Planning, Social Networking, Referrals, Investments, Strategic Planning, Microsoft Office, Strategic Financial..., Marketing, Project Management, Entrepreneurship, Real Estate, Management, Business Development
Education
University of Arizona 1970 — 1974
Bachelor of Science, Interior Design
World Academy 1970 — 1971
Business, General Studies Abroad-Europe
Sun Financial Group March 1996 - Present
Square One Development February 1990 - January 1996
R & B Development January 1982 - February 1990
Skills
Attention To Detail, Research - Driven, Trustworthy, Small Business, New Business Development, Customer Service, Team Building, Marketing Strategy, Residential Homes, Microsoft Excel, Social Media, Social Media Marketing, Event Planning, Social Networking, Referrals, Investments, Strategic Planning, Microsoft Office, Strategic Financial..., Marketing, Project Management, Entrepreneurship, Real Estate, Management, Business Development
Education
University of Arizona 1970 — 1974
Bachelor of Science, Interior Design
World Academy 1970 — 1971
Business, General Studies Abroad-Europe
Barbara Sargent's Sun Financial Group Experience January 1988 - January 1992
Job ERISA Counsel
Industry Law Practice
Experience
Goulston & Storrs January 1998 - May 2009
Sun Financial Group January 1988 - January 1992
Sun Financial Group January 1986 - January 1988
Aetna Life and Casualty January 1980 - January 1981
Aetna Life and Casualty January 1976 - January 1980
Skills
ERISA, Employee Benefits, Due Diligence, Legal Writing, Deferred Compensation, Defined Benefit, Insurance, Pensions, Investments, Human Resources, Defined Contribution, Mutual Funds, Corporate Law
Education
Suffolk University Law School 1982 — 1985
Juris Doctor
ADMISSIONS:Massachusetts and New York
Ohio Wesleyan University
scarsdale high school
scarsdale high school
scarsdale high school
Goulston & Storrs January 1998 - May 2009
Sun Financial Group January 1988 - January 1992
Sun Financial Group January 1986 - January 1988
Aetna Life and Casualty January 1980 - January 1981
Aetna Life and Casualty January 1976 - January 1980
Skills
ERISA, Employee Benefits, Due Diligence, Legal Writing, Deferred Compensation, Defined Benefit, Insurance, Pensions, Investments, Human Resources, Defined Contribution, Mutual Funds, Corporate Law
Education
Suffolk University Law School 1982 — 1985
Juris Doctor
ADMISSIONS:Massachusetts and New York
Ohio Wesleyan University
scarsdale high school
scarsdale high school
scarsdale high school
Mike Barairo's Sun Financial Group Experience 1988 - 1997
Job Chartered Financial Consultant
Industry Financial Services
Experience
MBarairo and Associates December 2010 - Present
Regency Prime Properties January 2009 - December 2010
Reed Global Investments, LLC May 2005 - December 2007
Intero Real Estate Services 2004 - 2005
DFG July 1997 - December 2001
Sun Financial Group 1988 - 1997
Principal Financial Group April 1977 - May 1987
Bechtel Corporation September 1973 - March 1977
Skills
Investments, Short Sales
Education
Babson College
Executive Education
The American College
Chartered Financial Consultant, Financial Services
MBarairo and Associates December 2010 - Present
Regency Prime Properties January 2009 - December 2010
Reed Global Investments, LLC May 2005 - December 2007
Intero Real Estate Services 2004 - 2005
DFG July 1997 - December 2001
Sun Financial Group 1988 - 1997
Principal Financial Group April 1977 - May 1987
Bechtel Corporation September 1973 - March 1977
Skills
Investments, Short Sales
Education
Babson College
Executive Education
The American College
Chartered Financial Consultant, Financial Services
Gary Schermer's Sun Financial Group Experience September 1982 - June 1986
Job President at Benefit Management Associates, Inc
Industry Insurance
Experience
Benefit Management Associates, Inc September 1984 - Present
Sun Financial Group September 1982 - June 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Michigan State University
Benefit Management Associates, Inc September 1984 - Present
Sun Financial Group September 1982 - June 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Michigan State University