Sun Life
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,
Sun Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Salaries. You can even request information on how much does Sun Life pay if you want to. Learn about salaries, pros and cons of working for Sun Life directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69 Sun Life employees in database. Find out everything there's to know about Sun Life 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.
Sun Life Employees
Employee
Years
Job
Industry
Mark Davenport Mark Davenport's Sun Life Experience January 2001 - December 2002
Job Regional Director of Sales at Symetra
Industry Insurance
Experience
Symetra July 2015 - Present
Allstate June 2013 - June 2015
Anthem December 2007 - June 2013
UnitedHealth Group 2007 - December 2007
Rigby Group Benefits January 2005 - January 2007
Aetna January 2003 - January 2005
Sun Life January 2001 - December 2002
Skills
Wholesale Distribution..., Product Development, Sales Training, Stop Loss Underwriting, Third Party..., Relationship Management, Sales, Employee Benefits Design, Underwriting, Selling Skills, TPA, Health Insurance, Employee Benefits, Customer Retention, Disability Insurance, Brokers, New Business Development, Leadership, Insurance, Small Business, Accident Insurance, Critical Illness, Voluntary Employee..., COBRA, Self-funded, Health Care Reform, Life Insurance, Term Life Insurance, Workers Compensation, Group Insurance, Medicare, Benefits Administration, Flexible Spending...
Education
Indiana State University 1994 — 1998
Bachelor of Science (B.S.), Insurance and Risk Management, 3.0
Indiana State University 1994 — 1998
Bachelor of Science degree, Human Resources
northrop high school 1989 — 1993
Symetra July 2015 - Present
Allstate June 2013 - June 2015
Anthem December 2007 - June 2013
UnitedHealth Group 2007 - December 2007
Rigby Group Benefits January 2005 - January 2007
Aetna January 2003 - January 2005
Sun Life January 2001 - December 2002
Skills
Wholesale Distribution..., Product Development, Sales Training, Stop Loss Underwriting, Third Party..., Relationship Management, Sales, Employee Benefits Design, Underwriting, Selling Skills, TPA, Health Insurance, Employee Benefits, Customer Retention, Disability Insurance, Brokers, New Business Development, Leadership, Insurance, Small Business, Accident Insurance, Critical Illness, Voluntary Employee..., COBRA, Self-funded, Health Care Reform, Life Insurance, Term Life Insurance, Workers Compensation, Group Insurance, Medicare, Benefits Administration, Flexible Spending...
Education
Indiana State University 1994 — 1998
Bachelor of Science (B.S.), Insurance and Risk Management, 3.0
Indiana State University 1994 — 1998
Bachelor of Science degree, Human Resources
northrop high school 1989 — 1993
Pat Berry Verhaegen Pat Berry Verhaegen's Sun Life Experience February 2012 - November 2013
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Annette Nusselder Annette Nusselder's Sun Life Experience July 1990 - March 1996
Job Administrative Assistant at Hero's Fountain International
Industry Primary/Secondary Education
Experience
Hero's Fountain International September 2012 - Present
Laurentian Hills Christian School September 2005 - June 2012
Sun Life July 1990 - March 1996
Skills
Administrative Work, Microsoft Office, Receptionist Duties, Special Education, Filing, Ordering Office Supplies, Tutoring, Classroom, Lesson Planning, Elementary Education, Educational Technology, Differentiated...
Education
Fanshawe College 1986 — 1988
Developmental Service Work, Assisting People with Special Needs
IT University
Microsoft Office
Hero's Fountain International September 2012 - Present
Laurentian Hills Christian School September 2005 - June 2012
Sun Life July 1990 - March 1996
Skills
Administrative Work, Microsoft Office, Receptionist Duties, Special Education, Filing, Ordering Office Supplies, Tutoring, Classroom, Lesson Planning, Elementary Education, Educational Technology, Differentiated...
Education
Fanshawe College 1986 — 1988
Developmental Service Work, Assisting People with Special Needs
IT University
Microsoft Office
Shena Prihoda Shena Prihoda's Sun Life Experience January 2004 - April 2007
Job Assistant Director, Dance teacher, Dance choreographer, Dance judge
Industry Insurance
Experience
Cameron School of Dance January 1989 - Present
Sun Life Financial December 2011 - March 2013
Sun Life Financial March 2011 - December 2011
Sun Life Financial April 2007 - March 2011
Sun Life January 2004 - April 2007
Sun Life Financial January 2003 - April 2004
Great West Life March 1999 - January 2003
Clinique de Medecine sportive Rosemont July 1997 - March 1999
Skills
Change Management, Team Building, Customer Service, Employee Benefits, Management, Strategic Planning, Team Leadership, Process Improvement, Analysis, Training, Program Management, Organizational..., Human Resources, Negotiation, Disability Insurance
Education
Concordia University-Montreal 1993 — 1996
Bachelor of Science (BSc) with honours, Exercise Science
McGill University - Macdonald Campus 1992 — 1993
Bishop's University 1991 — 1992
Biology, General
Champlain Lennoxville 1989 — 1991
Health Science, Cegep
Cameron School of Dance January 1989 - Present
Sun Life Financial December 2011 - March 2013
Sun Life Financial March 2011 - December 2011
Sun Life Financial April 2007 - March 2011
Sun Life January 2004 - April 2007
Sun Life Financial January 2003 - April 2004
Great West Life March 1999 - January 2003
Clinique de Medecine sportive Rosemont July 1997 - March 1999
Skills
Change Management, Team Building, Customer Service, Employee Benefits, Management, Strategic Planning, Team Leadership, Process Improvement, Analysis, Training, Program Management, Organizational..., Human Resources, Negotiation, Disability Insurance
Education
Concordia University-Montreal 1993 — 1996
Bachelor of Science (BSc) with honours, Exercise Science
McGill University - Macdonald Campus 1992 — 1993
Bishop's University 1991 — 1992
Biology, General
Champlain Lennoxville 1989 — 1991
Health Science, Cegep
Ahmed Benali's Sun Life Experience 2011 - Present
Job Conseiller en sécurité financière at Sun Life
Industry Financial Services
Experience
Sun Life 2011 - Present
OCP 2009 - 2011
Dale Carnegie Training 2007 - 2009
Education
HEC Montréal 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Sun Life 2011 - Present
OCP 2009 - 2011
Dale Carnegie Training 2007 - 2009
Education
HEC Montréal 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Julie Danielse's Sun Life Experience May 2013 - Present
Job Abilities Case Manager at Sun Life
Industry Health, Wellness and Fitness
Experience
Sun Life May 2013 - Present
Transition Comm. Inc. May 2011 - May 2013
Interactions, Orientations Carrière January 2011 - May 2013
Deloitte May 2010 - April 2011
Canadian Crossroads International February 2010 - April 2010
Canada Millennium Scholarship Foundation February 2008 - March 2010
Environment Canada August 2006 - May 2007
Optimal Services Group August 2005 - December 2005
Heroes For Kids Foundation January 2005 - April 2005
Skills
Human Resources, Recruitment, Interviews, Training & Development, Program Management, Career Counseling, Coaching, Crisis Intervention, Organizational..., Disability Management, Public Speaking, Workshop Leader, Event Planning
Education
Université de Montréal - HEC Montréal 2011 — 2015
Master of Science in Administration, Organizational Development
Concordia University 2009 — 2010
Psychology
Concordia University 2004 — 2007
Bachelor of Commerce - John Molson School of Business, Human Resources Management
Amsterdam University of Applied Sciences 2006 — 2006
International business
Sun Life May 2013 - Present
Transition Comm. Inc. May 2011 - May 2013
Interactions, Orientations Carrière January 2011 - May 2013
Deloitte May 2010 - April 2011
Canadian Crossroads International February 2010 - April 2010
Canada Millennium Scholarship Foundation February 2008 - March 2010
Environment Canada August 2006 - May 2007
Optimal Services Group August 2005 - December 2005
Heroes For Kids Foundation January 2005 - April 2005
Skills
Human Resources, Recruitment, Interviews, Training & Development, Program Management, Career Counseling, Coaching, Crisis Intervention, Organizational..., Disability Management, Public Speaking, Workshop Leader, Event Planning
Education
Université de Montréal - HEC Montréal 2011 — 2015
Master of Science in Administration, Organizational Development
Concordia University 2009 — 2010
Psychology
Concordia University 2004 — 2007
Bachelor of Commerce - John Molson School of Business, Human Resources Management
Amsterdam University of Applied Sciences 2006 — 2006
International business
erika hergott's Sun Life Experience April 1985 - February 1986
Job Senior AML Analyst at TD
Industry Banking
Experience
TD September 2014 - Present
TD March 1997 - August 2014
TD Bank Group December 1994 - August 1996
TD Bank Group February 1986 - December 1994
Sun Life April 1985 - February 1986
TD August 1980 - February 1986
Skills
Internal Audit, Customer Service, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Financial Audits, Account Reconciliation, General Ledger, Banking
Education
Conestoga College 1982 — 1985
Business Administration Accounting
St Mary's High School
TD September 2014 - Present
TD March 1997 - August 2014
TD Bank Group December 1994 - August 1996
TD Bank Group February 1986 - December 1994
Sun Life April 1985 - February 1986
TD August 1980 - February 1986
Skills
Internal Audit, Customer Service, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Financial Audits, Account Reconciliation, General Ledger, Banking
Education
Conestoga College 1982 — 1985
Business Administration Accounting
St Mary's High School
Josephine Gurreri's Sun Life Experience August 1994 - December 1996
Job AVP Business Partner Services at Manulife
Industry Financial Services
Experience
Manulife April 2015 - Present
Standard Life November 2012 - April 2015
Standard Life of Canada November 2010 - November 2012
Standard Life 2005 - 2011
Standard Life 1996 - 2005
Sun Life August 1994 - December 1996
Skills
Pensions, Fixed Annuities, Actuarial Science, Life Insurance, Pricing, Risk Management, Mutual Funds, Investments, Financial Services, Financial Analysis, Financial Risk, Retirement, Change Management
Education
Concordia University 1990 — 1993
Bachelor of Arts, Actuarial Mathematics
Manulife April 2015 - Present
Standard Life November 2012 - April 2015
Standard Life of Canada November 2010 - November 2012
Standard Life 2005 - 2011
Standard Life 1996 - 2005
Sun Life August 1994 - December 1996
Skills
Pensions, Fixed Annuities, Actuarial Science, Life Insurance, Pricing, Risk Management, Mutual Funds, Investments, Financial Services, Financial Analysis, Financial Risk, Retirement, Change Management
Education
Concordia University 1990 — 1993
Bachelor of Arts, Actuarial Mathematics
Susan Messer Susan Messer's Sun Life Experience December 2010 - January 2011
Job Executive Office Professional
Industry Executive Office
Experience
ServPro February 2011 - March 2011
Sun Life December 2010 - January 2011
TideWatch November 2010 - November 2010
Measured Progress May 2010 - June 2010
NICHOLS MANAGEMENT GROUP Ltd January 2010 - February 2010
LIBERTY MUTUAL INSURANCE COMPAY November 2009 - November 2009
NICHOLAS R. AESCHLIMAN, ATTORNEY AT LAW July 2009 - July 2009
NATIONAL VISA CENTER July 2007 - March 2008
TIMBERLAND COMPANY June 2004 - April 2007
Florida Power & Light (now NewEra Energy Resources) January 2000 - January 2004
Education
Southern New Hampshire University 1989 — 1992
AS, Business Management
Winnacunnet High School 1963 — 1967
ServPro February 2011 - March 2011
Sun Life December 2010 - January 2011
TideWatch November 2010 - November 2010
Measured Progress May 2010 - June 2010
NICHOLS MANAGEMENT GROUP Ltd January 2010 - February 2010
LIBERTY MUTUAL INSURANCE COMPAY November 2009 - November 2009
NICHOLAS R. AESCHLIMAN, ATTORNEY AT LAW July 2009 - July 2009
NATIONAL VISA CENTER July 2007 - March 2008
TIMBERLAND COMPANY June 2004 - April 2007
Florida Power & Light (now NewEra Energy Resources) January 2000 - January 2004
Education
Southern New Hampshire University 1989 — 1992
AS, Business Management
Winnacunnet High School 1963 — 1967
Pierre Faille Pierre Faille's Sun Life Experience May 1989 - November 1999
Job Corporate Real Estate Sr. Manager for the Americas & APAC CRE M&A Lead at Autodesk
Industry Real Estate
Experience
Autodesk February 2014 - Present
Autodesk November 2007 - February 2014
Autodesk November 2004 - November 2007
Autodesk January 2002 - November 2004
ITF Optical Technologies November 1999 - January 2002
Sun Life May 1989 - November 1999
Skills
Mergers & Acquisitions, International Real..., Corporate Real Estate, Project Management, Facilities Management, Strategic Planning, Management, Real Estate Transactions, Facilities Operations, Budgeting, Budget Forecasts, International Project..., Workplace Solutions, Architectural Design, Business Travel, Cross-cultural Teams, Teamwork, Contract Negotiation, Mergers, Negotiation, Due Diligence, Leadership, Product Management, Contract Management, Property Management, Program Management, Strategy, Real Estate, Business Development
Education
HEC Montréal
B.A.A.
Collège de Saint-Laurent
Technologie de l'Architecture
Autodesk February 2014 - Present
Autodesk November 2007 - February 2014
Autodesk November 2004 - November 2007
Autodesk January 2002 - November 2004
ITF Optical Technologies November 1999 - January 2002
Sun Life May 1989 - November 1999
Skills
Mergers & Acquisitions, International Real..., Corporate Real Estate, Project Management, Facilities Management, Strategic Planning, Management, Real Estate Transactions, Facilities Operations, Budgeting, Budget Forecasts, International Project..., Workplace Solutions, Architectural Design, Business Travel, Cross-cultural Teams, Teamwork, Contract Negotiation, Mergers, Negotiation, Due Diligence, Leadership, Product Management, Contract Management, Property Management, Program Management, Strategy, Real Estate, Business Development
Education
HEC Montréal
B.A.A.
Collège de Saint-Laurent
Technologie de l'Architecture
Patrick Bernou Patrick Bernou's Sun Life Experience 2006 - Present
Job Customer Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life 2006 - Present
Sun Life Financial October 2011 - February 2012
Sun Life Financial November 2010 - November 2011
Sun Life Financial March 2006 - October 2010
Sun Life Financial March 2008 - March 2009
Skills
Customer Relations, Insurance, Pensions, Customer Service, Employee Benefits, Investments, Financial Services, Strategic Financial..., Fixed Annuities, Retirement Planning, Financial Planners, Disability Insurance, Retirement, Life Insurance, Wealth Management, Critical Illness, Relationship Management, Financial Advisory, Defined Benefit, Health Insurance, Endorsements
Education
CSI 2007 — 2007
CSC
University of Guelph 1991 — 1995
B.A., English, History, Sociology
Frankfurt International School 1986 — 1991
International Baccaleaurate
Sun Life 2006 - Present
Sun Life Financial October 2011 - February 2012
Sun Life Financial November 2010 - November 2011
Sun Life Financial March 2006 - October 2010
Sun Life Financial March 2008 - March 2009
Skills
Customer Relations, Insurance, Pensions, Customer Service, Employee Benefits, Investments, Financial Services, Strategic Financial..., Fixed Annuities, Retirement Planning, Financial Planners, Disability Insurance, Retirement, Life Insurance, Wealth Management, Critical Illness, Relationship Management, Financial Advisory, Defined Benefit, Health Insurance, Endorsements
Education
CSI 2007 — 2007
CSC
University of Guelph 1991 — 1995
B.A., English, History, Sociology
Frankfurt International School 1986 — 1991
International Baccaleaurate
Brian Roguske Brian Roguske's Sun Life Experience October 2011 - January 2012
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors May 2012 - Present
Sun Life October 2011 - January 2012
Sun Life Financial Distributors, Inc October 2011 - January 2012
Sun Life Financial October 2011 - December 2011
MetLife December 2006 - September 2011
MetLife Investors Distribution Company January 2006 - September 2011
AIG SunAmerica 2005 to 2006 January 2005 - December 2006
Raymond James & Associates January 2001 - January 2003
Skills
Series 7, Series 63, Annuity, Annuities, Wholesaling, Public Speaking, Retirement Income..., Financial Advisory, Fixed Annuities, Investments, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Sales Operations, Variable Annuities, Wealth Management, Wholesale, 401k, Insurance
Education
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics; Japanese language; economics
Kalamazoo College 1995 — 1996
Lincoln Financial Distributors May 2012 - Present
Sun Life October 2011 - January 2012
Sun Life Financial Distributors, Inc October 2011 - January 2012
Sun Life Financial October 2011 - December 2011
MetLife December 2006 - September 2011
MetLife Investors Distribution Company January 2006 - September 2011
AIG SunAmerica 2005 to 2006 January 2005 - December 2006
Raymond James & Associates January 2001 - January 2003
Skills
Series 7, Series 63, Annuity, Annuities, Wholesaling, Public Speaking, Retirement Income..., Financial Advisory, Fixed Annuities, Investments, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Sales Operations, Variable Annuities, Wealth Management, Wholesale, 401k, Insurance
Education
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics; Japanese language; economics
Kalamazoo College 1995 — 1996
Robbin Zrudlo Robbin Zrudlo's Sun Life Experience May 2007 - May 2009
Job HeartMath Coach and Healer
Industry Health, Wellness and Fitness
Experience
Heal & Evolve: A Wellness Solution December 2011 - Present
Garth Bush Financial Services October 2011 - June 2012
Sun Life Financial May 2009 - September 2011
Sun Life May 2007 - May 2009
ASAP Print Management March 2005 - May 2007
Bytown Brigantine Inc February 2002 - March 2005
Skills
Licensed HeartMath Coach, Level 3 Reconnection..., Private Teacher, Group Presenter, Manager of a Non-profit, Business to Business..., Financial Planning, Group Benefits, Life Saver, Health and Wellness, Life Insurance, Strategic Financial..., Employee Benefits, Coaching, B2B, Training, Leadership, Marketing, Recruiting, Critical Illness, Small Business
Education
University of Ottawa 1994 — 1997
Ashbury College
Heal & Evolve: A Wellness Solution December 2011 - Present
Garth Bush Financial Services October 2011 - June 2012
Sun Life Financial May 2009 - September 2011
Sun Life May 2007 - May 2009
ASAP Print Management March 2005 - May 2007
Bytown Brigantine Inc February 2002 - March 2005
Skills
Licensed HeartMath Coach, Level 3 Reconnection..., Private Teacher, Group Presenter, Manager of a Non-profit, Business to Business..., Financial Planning, Group Benefits, Life Saver, Health and Wellness, Life Insurance, Strategic Financial..., Employee Benefits, Coaching, B2B, Training, Leadership, Marketing, Recruiting, Critical Illness, Small Business
Education
University of Ottawa 1994 — 1997
Ashbury College
Carrie Cheung Carrie Cheung's Sun Life Experience 1997 - 2001
Job Senior Actuary, Head of Annuity Capital Management at Voya Financial; FSA, MAAA
Industry Insurance
Experience
Voya Financial (previously ING U.S.) 2013 - Present
AIG 2010 - 2013
ING 2006 - 2010
MetLife 2003 - 2005
Swiss Re 2001 - 2002
Sun Life 1997 - 2001
Skills
ALM, Actuarial Science, Economic Capital, Reinsurance, Risk Management, Capital Management, Variable Annuities, Fixed Annuities
Education
Fellow of Society of Actuaries 2005 — 2006
Track: Individual Insurance
University of Cambridge 2002 — 2003
MBA, Business
University of Toronto - University of St. Michael's College 1995 — 1997
Hon. B. Sc. — Graduated with High Distinction, Actuarial Science and Commerce
Western University 1994 — 1995
Voya Financial (previously ING U.S.) 2013 - Present
AIG 2010 - 2013
ING 2006 - 2010
MetLife 2003 - 2005
Swiss Re 2001 - 2002
Sun Life 1997 - 2001
Skills
ALM, Actuarial Science, Economic Capital, Reinsurance, Risk Management, Capital Management, Variable Annuities, Fixed Annuities
Education
Fellow of Society of Actuaries 2005 — 2006
Track: Individual Insurance
University of Cambridge 2002 — 2003
MBA, Business
University of Toronto - University of St. Michael's College 1995 — 1997
Hon. B. Sc. — Graduated with High Distinction, Actuarial Science and Commerce
Western University 1994 — 1995
John Scholl John Scholl's Sun Life Experience June 1990 - October 2006
Job Financial Consultant at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network April 2011 - Present
Investors Group Financial Services Inc. November 2007 - April 2011
Sun Life June 1990 - October 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Pensions, Mutual Funds, Wealth Management, Wealth, Estate Planning, Fixed Annuities, Investments, Disability Insurance
Education
Canadian Institute of Chartered Life Underwriters 2009 — 2010
CLU, Estate Planning, Risk Mgmt
Financial Planning Standards Council 2009 — 2010
CFP, Financial Planning, Retirement, Tax, Risk Mgmt, Investment, Estate Planning
Certfied General Accountants 1987 — 1993
CGA, Accounting, Finance
University of Waterloo 1967 — 1969
B. Mathematics, Mathematics
McMaster University 1966 — 1967
Desjardins Financial Security Independent Network April 2011 - Present
Investors Group Financial Services Inc. November 2007 - April 2011
Sun Life June 1990 - October 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Pensions, Mutual Funds, Wealth Management, Wealth, Estate Planning, Fixed Annuities, Investments, Disability Insurance
Education
Canadian Institute of Chartered Life Underwriters 2009 — 2010
CLU, Estate Planning, Risk Mgmt
Financial Planning Standards Council 2009 — 2010
CFP, Financial Planning, Retirement, Tax, Risk Mgmt, Investment, Estate Planning
Certfied General Accountants 1987 — 1993
CGA, Accounting, Finance
University of Waterloo 1967 — 1969
B. Mathematics, Mathematics
McMaster University 1966 — 1967
Jacqueline O'Hara's Sun Life Experience 2005 - 2010
Job Project Manager/Analyst
Industry Telecommunications
Experience
Sutton Compliance Communications 2013 - Present
Sun Life Financial 2010 - 2013
Sun Life 2005 - 2010
Sun Life Financial 2004 - 2005
Skills
Project Management, Strategic Communications, Corporate Communications, Video, Change Management, Marketing Communications, Business Analysis, Event Management, Marketing, Marketing Strategy, Process Improvement, Leadership, Advertising, Social Media, Social Media Marketing, Vendor Management, Internal Communications, Media Communications, Preparation Of Proposals, Online & Offline Media, Live/virtual event..., Video Production, Consultation, Branding Strategy, Content Development, Online Communications, Management, Customer Service
Education
Ryerson University 1999 — 2003
Bac, New Media
Sutton Compliance Communications 2013 - Present
Sun Life Financial 2010 - 2013
Sun Life 2005 - 2010
Sun Life Financial 2004 - 2005
Skills
Project Management, Strategic Communications, Corporate Communications, Video, Change Management, Marketing Communications, Business Analysis, Event Management, Marketing, Marketing Strategy, Process Improvement, Leadership, Advertising, Social Media, Social Media Marketing, Vendor Management, Internal Communications, Media Communications, Preparation Of Proposals, Online & Offline Media, Live/virtual event..., Video Production, Consultation, Branding Strategy, Content Development, Online Communications, Management, Customer Service
Education
Ryerson University 1999 — 2003
Bac, New Media
Annie Giraudou's Sun Life Experience July 1996 - November 1998
Job VicePresident, Internal Audit Ivanhoé Cambridge
Industry Real Estate
Experience
Ivanhoé-Cambridge December 2011 - Present
Barreau du Québec December 2013 - Present
Accounting Standards Oversight Council April 2013 - Present
Caisse de dépôt et placement du Québec January 2009 - December 2011
Cadim - division Caisse de dépôt et placement du Québec January 2005 - December 2008
Standard Life November 1998 - January 2005
Sun Life July 1996 - November 1998
Canadian Pacific Limited January 1995 - July 1996
Coopers & Lybrand September 1991 - January 1995
Skills
Enterprise Risk..., Internal Controls, Internal Audit, Risk Management, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting, Due Diligence, IFRS, Finance, Governance, Audit, Corporate Finance, Management
Education
Collège des administrateurs - Université Laval 2010 — 2011
ASC
Dalhousie University 2003 — 2007
MBA
Université du Québec à Montréal 1988 — 1991
Bachelor
Vanier College 1985 — 1987
DEC
Northmount High School 1980 — 1985
DES
Ivanhoé-Cambridge December 2011 - Present
Barreau du Québec December 2013 - Present
Accounting Standards Oversight Council April 2013 - Present
Caisse de dépôt et placement du Québec January 2009 - December 2011
Cadim - division Caisse de dépôt et placement du Québec January 2005 - December 2008
Standard Life November 1998 - January 2005
Sun Life July 1996 - November 1998
Canadian Pacific Limited January 1995 - July 1996
Coopers & Lybrand September 1991 - January 1995
Skills
Enterprise Risk..., Internal Controls, Internal Audit, Risk Management, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting, Due Diligence, IFRS, Finance, Governance, Audit, Corporate Finance, Management
Education
Collège des administrateurs - Université Laval 2010 — 2011
ASC
Dalhousie University 2003 — 2007
MBA
Université du Québec à Montréal 1988 — 1991
Bachelor
Vanier College 1985 — 1987
DEC
Northmount High School 1980 — 1985
DES
Steve Rosenthal Steve Rosenthal's Sun Life Experience 1993 - 2000
Job Managing Director at AXA US
Industry Insurance
Experience
AXA US 2012 - Present
AXA US 2009 - 2011
AXA US 2006 - 2008
AXA US 2003 - 2005
AXA US 2000 - 2002
Sun Life 1993 - 2000
Leucadia National Corporation 1988 - 1992
Skills
Human Resources, HR Transformation, Change Management, Leadership, Finance, Strategy, Start-ups
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
AXA US 2012 - Present
AXA US 2009 - 2011
AXA US 2006 - 2008
AXA US 2003 - 2005
AXA US 2000 - 2002
Sun Life 1993 - 2000
Leucadia National Corporation 1988 - 1992
Skills
Human Resources, HR Transformation, Change Management, Leadership, Finance, Strategy, Start-ups
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Katie Jachowicz's Sun Life Experience May 2010 - Present
Job Strategic Research and Initiatives at Sun Life
Industry Insurance
Experience
Sun Life May 2010 - Present
TJX Corporation November 2005 - May 2010
TJX October 2004 - November 2005
Citizens Bank August 2003 - October 2004
UMass Five College Federal Credit Union March 2002 - January 2003
University of Massachusetts Development September 2000 - June 2001
Kotliar Cards April 1998 - August 1999
Skills
Retail, Inventory Management, Leadership, Analysis, Budgets, Management, Sales, Competitive Analysis, Training, Asset Allocation, Project Planning, Fashion, Advertising, Sales Management, Forecasting, Software Documentation, Investments, Financial Analysis, Customer Service, Merchandising, Bloomberg, Project Management
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics
Framingham High School 1996 — 1999
Sun Life May 2010 - Present
TJX Corporation November 2005 - May 2010
TJX October 2004 - November 2005
Citizens Bank August 2003 - October 2004
UMass Five College Federal Credit Union March 2002 - January 2003
University of Massachusetts Development September 2000 - June 2001
Kotliar Cards April 1998 - August 1999
Skills
Retail, Inventory Management, Leadership, Analysis, Budgets, Management, Sales, Competitive Analysis, Training, Asset Allocation, Project Planning, Fashion, Advertising, Sales Management, Forecasting, Software Documentation, Investments, Financial Analysis, Customer Service, Merchandising, Bloomberg, Project Management
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics
Framingham High School 1996 — 1999
Jeff Hardwick Jeff Hardwick's Sun Life Experience January 2006 - May 2007
Job Managing Director, Palmetto Advisory Group
Industry Financial Services
Experience
Palmetto Advisory Group August 2010 - Present
Sun Life January 2006 - May 2007
Safeco Life and Investments/Symetra 2002 - 2005
Jackson National Life Distributors 1995 - 2002
Jackson National Life 1995 - 2002
G.T. Capital Management 1990 - 1995
Putnam Investments 1987 - 1990
Education
University of New Hampshire 1981 — 1985
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1985
BS, Business Administration
Palmetto Advisory Group August 2010 - Present
Sun Life January 2006 - May 2007
Safeco Life and Investments/Symetra 2002 - 2005
Jackson National Life Distributors 1995 - 2002
Jackson National Life 1995 - 2002
G.T. Capital Management 1990 - 1995
Putnam Investments 1987 - 1990
Education
University of New Hampshire 1981 — 1985
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1985
BS, Business Administration
Don Van Galen's Sun Life Experience December 2004 - Present
Job Financial Advisor at Sun Life
Industry Financial Services
Experience
Sun Life December 2004 - Present
Town of St. Marys 1997 - Present
Van Galen Photo September 1993 - May 2010
Skills
Strategic Financial..., Strategic Planning, Insurance, Estate Planning, Health Insurance, Fixed Annuities, Retirement Planning, Investments, Mutual Funds, Mortgage Lending, Project Planning, Financial Planners, Pensions, Disability Insurance, Employee Benefits, Critical Illness, Retirement, Long-term Care, Public Speaking
Education
Fanshawe College 1981 — 1983
photography
Sun Life December 2004 - Present
Town of St. Marys 1997 - Present
Van Galen Photo September 1993 - May 2010
Skills
Strategic Financial..., Strategic Planning, Insurance, Estate Planning, Health Insurance, Fixed Annuities, Retirement Planning, Investments, Mutual Funds, Mortgage Lending, Project Planning, Financial Planners, Pensions, Disability Insurance, Employee Benefits, Critical Illness, Retirement, Long-term Care, Public Speaking
Education
Fanshawe College 1981 — 1983
photography
Brian Serle Brian Serle's Sun Life Experience 2000 - 2002
Job RiverSource Distributors (Ameriprise)
Industry Insurance
Experience
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Robert Charest Robert Charest's Sun Life Experience October 2011 - February 2012
Job Business Systems Analyst
Industry Information Technology and Services
Experience
TD July 2015 - Present
Citizens Bank August 2012 - May 2014
Sun Life October 2011 - February 2012
Raytheon October 2010 - October 2011
Aspen Specialty Insurance Company August 2004 - July 2009
Allmerica Financial July 2004 - August 2004
RJC Systems October 2001 - May 2004
Liberty Mutual, Portsmouth, NH February 2000 - September 2001
Jefferson Pilot Financial July 1996 - December 1999
Skills
Visio, SDLC, Full SDLC, Requirements Analysis, Business Analysis, Process Improvement, Quality Assurance, Requirements Gathering, Databases, Software Documentation, Software Development, Project Management, Vendor Management, Business Process, Software Project..., SharePoint
Education
University of Massachusetts Lowell
BS
TD July 2015 - Present
Citizens Bank August 2012 - May 2014
Sun Life October 2011 - February 2012
Raytheon October 2010 - October 2011
Aspen Specialty Insurance Company August 2004 - July 2009
Allmerica Financial July 2004 - August 2004
RJC Systems October 2001 - May 2004
Liberty Mutual, Portsmouth, NH February 2000 - September 2001
Jefferson Pilot Financial July 1996 - December 1999
Skills
Visio, SDLC, Full SDLC, Requirements Analysis, Business Analysis, Process Improvement, Quality Assurance, Requirements Gathering, Databases, Software Documentation, Software Development, Project Management, Vendor Management, Business Process, Software Project..., SharePoint
Education
University of Massachusetts Lowell
BS
Felix Arcon Felix Arcon's Sun Life Experience 2005 - Present
Job Financial Planning at Sun Life
Industry Financial Services
Experience
Sun Life 2005 - Present
Education
Lakehead University
Honours Bachelor of Commerce, Finance
Sun Life 2005 - Present
Education
Lakehead University
Honours Bachelor of Commerce, Finance
Jim Gilbert Jim Gilbert's Sun Life Experience 1992 - 1995
Job Employee Benefits Consultant, Partner at SwansonPhillips & Associates
Industry Insurance
Experience
Swanson-Phillips & Associates 2015 - Present
Advanced Benefit Services Inc. March 2001 - Present
Hylant January 2011 - September 2014
Creative Benefit Systems, Inc. 2010 - 2011
Creative Benefit Systems Inc 2004 - January 2010
West Michigan Business Group 1995 - 2004
Sun Life 1992 - 1995
Ja-Mar Travel & Tours 1987 - 1992
Alpine Travel 1985 - 1987
Witte Travel & Tours 1983 - 1985
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Wellness, Insurance, Life Insurance, Customer Service, Disability Insurance, Strategic Planning, Strategy, Sales, Leadership, Marketing, Group Insurance, Healthcare, Brokers, Team Building, Management
Education
Comstock Park
Grand Rapids Community College
The American College
REBC, RHU, Employee Benefits & Health Insurance
Swanson-Phillips & Associates 2015 - Present
Advanced Benefit Services Inc. March 2001 - Present
Hylant January 2011 - September 2014
Creative Benefit Systems, Inc. 2010 - 2011
Creative Benefit Systems Inc 2004 - January 2010
West Michigan Business Group 1995 - 2004
Sun Life 1992 - 1995
Ja-Mar Travel & Tours 1987 - 1992
Alpine Travel 1985 - 1987
Witte Travel & Tours 1983 - 1985
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Wellness, Insurance, Life Insurance, Customer Service, Disability Insurance, Strategic Planning, Strategy, Sales, Leadership, Marketing, Group Insurance, Healthcare, Brokers, Team Building, Management
Education
Comstock Park
Grand Rapids Community College
The American College
REBC, RHU, Employee Benefits & Health Insurance
Melanie Dumas Melanie Dumas's Sun Life Experience October 2002 - December 2006
Job
Industry Financial Services
Experience
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Joey Moskowitz's Sun Life Experience 1985 - 1988
Job Retired
Industry Financial Services
Experience
Retired November 2014 - Present
Primerica Financial Services March 1988 - November 2014
Sun Life of America 1985 - 1988
Sun Life 1985 - 1988
Peat Marwick 1979 - 1985
Coastal States Life Insurance Company 1975 - 1979
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Insurance, 401k, Securities, IRAs, Financial Education, Strategic Financial..., Series 63, Mortgage Lending, Wealth Management, Asset Managment
Education
Georgia State University 1973 — 1975
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Retired November 2014 - Present
Primerica Financial Services March 1988 - November 2014
Sun Life of America 1985 - 1988
Sun Life 1985 - 1988
Peat Marwick 1979 - 1985
Coastal States Life Insurance Company 1975 - 1979
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Insurance, 401k, Securities, IRAs, Financial Education, Strategic Financial..., Series 63, Mortgage Lending, Wealth Management, Asset Managment
Education
Georgia State University 1973 — 1975
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Stephen Sui's Sun Life Experience 1999 - 2007
Job Independent IT Professional
Industry Information Technology and Services
Experience
CBC March 2009 - Present
Dundee Financial September 2008 - March 2009
Honda Canada April 2007 - September 2008
OnX April 2001 - April 2007
sun life 1999 - 2007
IBM Global Services May 1995 - December 2006
Education
University of Manitoba
Bachelor of Computer Science, Computer Science
University of Manitoba
Master of Computer Science, Computer Science
CBC March 2009 - Present
Dundee Financial September 2008 - March 2009
Honda Canada April 2007 - September 2008
OnX April 2001 - April 2007
sun life 1999 - 2007
IBM Global Services May 1995 - December 2006
Education
University of Manitoba
Bachelor of Computer Science, Computer Science
University of Manitoba
Master of Computer Science, Computer Science
Judy Shapiro Mercado's Sun Life Experience 1999 - 2008
Job It's better to have the information and not need it then need the information and not have it
Industry Management Consulting
Experience
Dignity Memorial Funeral Homes August 2015 - Present
EDMC October 2013 - Present
EDMC August 2012 - October 2013
EDMC September 2010 - August 2012
Valley of the Sun Cemetery and Mortuary September 2004 - January 2011
ABWA/Tracy Express Network 2003 - 2009
sun life 1999 - 2008
Genworth Financial March 1998 - October 2003
Genworth 1998 - 2003
Skills
Customer Service, Marketing, Public Speaking, Microsoft Office, Team Building, Project Planning, Coaching, Event Planning, Insurance, Leadership, Recruiting, Training, Organizational..., Leadership Development, Staff Development, Higher Education, Healthcare, Adult Education, Career Counseling, Resume Writing, Sales, PowerPoint, Career Development, Research, Program Management
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (M.B.A.), Project Management
Argosy University Phoenix 2013 — 2016
Doctor of Education (EdD), Higher and Post Secondary Education
Argosy University Phoenix 2011 — 2012
MAEd, Adult Education and Training
University of Phoenix 2003 — 2007
Bachelor, Business Administration and Marketing
Brown Mackie College-Phoenix
Dignity Memorial Funeral Homes August 2015 - Present
EDMC October 2013 - Present
EDMC August 2012 - October 2013
EDMC September 2010 - August 2012
Valley of the Sun Cemetery and Mortuary September 2004 - January 2011
ABWA/Tracy Express Network 2003 - 2009
sun life 1999 - 2008
Genworth Financial March 1998 - October 2003
Genworth 1998 - 2003
Skills
Customer Service, Marketing, Public Speaking, Microsoft Office, Team Building, Project Planning, Coaching, Event Planning, Insurance, Leadership, Recruiting, Training, Organizational..., Leadership Development, Staff Development, Higher Education, Healthcare, Adult Education, Career Counseling, Resume Writing, Sales, PowerPoint, Career Development, Research, Program Management
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (M.B.A.), Project Management
Argosy University Phoenix 2013 — 2016
Doctor of Education (EdD), Higher and Post Secondary Education
Argosy University Phoenix 2011 — 2012
MAEd, Adult Education and Training
University of Phoenix 2003 — 2007
Bachelor, Business Administration and Marketing
Brown Mackie College-Phoenix
Hoffman, Martha's Sun Life Experience BSA--SrSun Life Financial2002 - Present
Job Business Systems Specialist at Sun Life
Industry Insurance
Experience
Sun Life BSA--SrSun Life Financial2002 - Present
Filene's 1993 - 1996
Skills
User Acceptance Testing, Business Requirements, Business Analysis, Systems Analysis, Requirements Gathering, Software Quality..., Lotus Notes, SQL, Documentation, Business Process..., Business Process, Project Planning, Testing, Process Improvement
Education
Arizona State University
BA, English
Arizona State University
BS, Management
University of Colorado at Denver
MS, Organizational Development
Sun Life BSA--SrSun Life Financial2002 - Present
Filene's 1993 - 1996
Skills
User Acceptance Testing, Business Requirements, Business Analysis, Systems Analysis, Requirements Gathering, Software Quality..., Lotus Notes, SQL, Documentation, Business Process..., Business Process, Project Planning, Testing, Process Improvement
Education
Arizona State University
BA, English
Arizona State University
BS, Management
University of Colorado at Denver
MS, Organizational Development
Emily Vincent's Sun Life Experience January 2000 - August 2007
Job Instructional Designer at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments August 2007 - April 2010
Sun Life January 2000 - August 2007
Education
University of Hartford 1995 — 1998
The University of Connecticut 1993 — 1995
Fidelity Investments August 2007 - April 2010
Sun Life January 2000 - August 2007
Education
University of Hartford 1995 — 1998
The University of Connecticut 1993 — 1995
Matthew Capofreddi's Sun Life Experience 2006 - May 2010
Job Managing Director at Sun Life Financial
Industry Commercial Real Estate
Experience
Sun Life Financial May 2010 - Present
Sun Life 2006 - May 2010
AMB Property Corporation 2003 - 2004
Sun Life Financial 1998 - 2003
Leggat McCall Properties 1996 - 1998
Security Capital Group 1994 - 1996
Copley Real Estate 1992 - 1994
Education
University of California, Santa Cruz 1987 — 1991
Sun Life Financial May 2010 - Present
Sun Life 2006 - May 2010
AMB Property Corporation 2003 - 2004
Sun Life Financial 1998 - 2003
Leggat McCall Properties 1996 - 1998
Security Capital Group 1994 - 1996
Copley Real Estate 1992 - 1994
Education
University of California, Santa Cruz 1987 — 1991
David Durant's Sun Life Experience September 2008 - September 2013
Job AVP at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Global Atlantic Financial Group Limited September 2013 - Present
Sun Life September 2008 - September 2013
John Hancock March 2006 - August 2008
Aviva Life Insurance January 2004 - March 2006
Education
University of California, Davis 1994 — 1995
MA, Mathematics
Harvard University 1990 — 1994
Sergio Miguel Lopes's Sun Life Experience June 2007 - Present
Job Do you enjoy paying taxes?
Industry Financial Services
Experience
Sun Life June 2007 - Present
National Bank of Canada January 2000 - March 2007
Skills
Retirement Planning
Education
Université du Québec à Montréal 2002 — 2007
Sun Life June 2007 - Present
National Bank of Canada January 2000 - March 2007
Skills
Retirement Planning
Education
Université du Québec à Montréal 2002 — 2007
Andrew Harrall's Sun Life Experience February 2006 - January 2009
Job Experienced Distribution Product Manager
Industry Insurance
Experience
Sun Life Financial January 2009 - Present
Sun Life February 2006 - January 2009
Sun Life Financial June 2004 - February 2006
Sun Life Financial November 2002 - June 2004
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Sun Life Financial January 2009 - Present
Sun Life February 2006 - January 2009
Sun Life Financial June 2004 - February 2006
Sun Life Financial November 2002 - June 2004
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Cara Zahn's Sun Life Experience Senior Sales RepresentativeSun Life Financial2006 - Present
Job Employee Benefits at Sun Life
Industry Insurance
Experience
Sun Life Senior Sales RepresentativeSun Life Financial2006 - Present
Education
Bucknell University 1998 — 2002
Sun Life Senior Sales RepresentativeSun Life Financial2006 - Present
Education
Bucknell University 1998 — 2002
John Chalfant's Sun Life Experience Communications ConsultantSun Life Financial2006 - Present
Job Consultant at Sun Life
Industry Insurance
Experience
Sun Life Communications ConsultantSun Life Financial2006 - Present
MML Investors Services March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company June 1995 - July 2000
Skills
Program Management, Business Process..., Editing, Financial Services, Copywriting, Creative Direction, Corporate Communications, Strategy, Retirement, Insurance, Marketing, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds
Education
University of Connecticut 1976 — 1981
BA, Political Science/Economics
Sun Life Communications ConsultantSun Life Financial2006 - Present
MML Investors Services March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company June 1995 - July 2000
Skills
Program Management, Business Process..., Editing, Financial Services, Copywriting, Creative Direction, Corporate Communications, Strategy, Retirement, Insurance, Marketing, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds
Education
University of Connecticut 1976 — 1981
BA, Political Science/Economics
Tracey Powers's Sun Life Experience
Job Senior Associate Manager at Sun Life
Industry Financial Services
Experience
Sun Life
Skills
Mutual Funds, Training, Critical Illness, Life Insurance, Fixed Annuities, Insurance, Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Financial Planning, Relationship Management
Education
Algonquin College of Applied Arts and Technology 2000 — 2001
Sun Life
Skills
Mutual Funds, Training, Critical Illness, Life Insurance, Fixed Annuities, Insurance, Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Financial Planning, Relationship Management
Education
Algonquin College of Applied Arts and Technology 2000 — 2001
Darlene Bump's Sun Life Experience October 2007 - August 2011
Job Director, Client Services at MKA Executive Planners
Industry Insurance
Experience
MKA Executive Planners April 2014 - Present
Boston Financial Data Services September 2012 - Present
Sun Life October 2007 - August 2011
Aviva January 2004 - April 2007
New England Financial (a MetLife affiliate) 1999 - 2003
Skills
Marketing Research, Marketing Strategy, Competitive Analysis, Insurance, Annuities, Strategic Planning, Product Development, Risk Management, Retirement Planning, Excel, PowerPoint, Fixed Annuities, Life Insurance, Business Planning, Management, Competitive Intelligence, Financial Services, Sales, Analysis, Project Management, Retirement, Strategy, Integrated Marketing, Sales Operations
Education
Rivier College
MBA, Marketing/Business
Suffolk University - Sawyer Business School
MKA Executive Planners April 2014 - Present
Boston Financial Data Services September 2012 - Present
Sun Life October 2007 - August 2011
Aviva January 2004 - April 2007
New England Financial (a MetLife affiliate) 1999 - 2003
Skills
Marketing Research, Marketing Strategy, Competitive Analysis, Insurance, Annuities, Strategic Planning, Product Development, Risk Management, Retirement Planning, Excel, PowerPoint, Fixed Annuities, Life Insurance, Business Planning, Management, Competitive Intelligence, Financial Services, Sales, Analysis, Project Management, Retirement, Strategy, Integrated Marketing, Sales Operations
Education
Rivier College
MBA, Marketing/Business
Suffolk University - Sawyer Business School
Alexis Evarts's Sun Life Experience March 2011 - July 2013
Job Associate Director of Enrollment at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial October 2005 - Present
Sun Life March 2011 - July 2013
Sun Life Financial January 2007 - May 2011
Sun Life Financial October 2005 - January 2007
Unum June 2001 - February 2004
Skills
Underwriting, Employee Benefits, Account Management, Insurance, Mutual Funds, Series 63, Health Insurance, Term Life Insurance, Life Insurance, Sales, Process Improvement, Management, Disability Insurance, Brokers, Leadership, Customer Service, Strategic Planning
Education
Notre Dame of Maryland University 2007 — 2009
Master of Business, Human Resources
Gettysburg College 1997 — 2001
BA, Management
Germantown Academy
Sun Life Financial June 2013 - Present
Sun Life Financial October 2005 - Present
Sun Life March 2011 - July 2013
Sun Life Financial January 2007 - May 2011
Sun Life Financial October 2005 - January 2007
Unum June 2001 - February 2004
Skills
Underwriting, Employee Benefits, Account Management, Insurance, Mutual Funds, Series 63, Health Insurance, Term Life Insurance, Life Insurance, Sales, Process Improvement, Management, Disability Insurance, Brokers, Leadership, Customer Service, Strategic Planning
Education
Notre Dame of Maryland University 2007 — 2009
Master of Business, Human Resources
Gettysburg College 1997 — 2001
BA, Management
Germantown Academy
Paul Finnegan's Sun Life Experience June 2007 - August 2011
Job U.S. Money Laundering Reporting Officer
Industry Insurance
Experience
Sun Life Financial August 2011 - Present
Sun Life June 2007 - August 2011
Genworth Financial April 2004 - June 2007
Skills
Employee Benefits, Risk Management, Insurance, Life Insurance, Health Insurance
Education
Western New England College School of Law 1995 — 2000
JD
Providence College 1988 — 1992
Sun Life Financial August 2011 - Present
Sun Life June 2007 - August 2011
Genworth Financial April 2004 - June 2007
Skills
Employee Benefits, Risk Management, Insurance, Life Insurance, Health Insurance
Education
Western New England College School of Law 1995 — 2000
JD
Providence College 1988 — 1992
Shari Friedman's Sun Life Experience 2001 - 2003
Job Senior Account Executive at Arthur J. Gallagher & Co.
Industry Human Resources
Experience
Arthur J. Gallagher & Co. November 2010 - Present
Assurant Employee Benefits January 2010 - January 2011
Barr Pharmaceuticals 2006 - February 2010
Professional Group Marketing,Inc 2003 - 2006
Sun Life 2001 - 2003
Principal Financial Group 1983 - 2001
Skills
Employee Benefits, 401k, Underwriting, Mergers & Acquisitions, Health Insurance, Strategic Planning, Account Management, Sales, Employee Relations, New Business Development, Mergers, Insurance, Performance Management
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Business Adminstration
Arthur J. Gallagher & Co. November 2010 - Present
Assurant Employee Benefits January 2010 - January 2011
Barr Pharmaceuticals 2006 - February 2010
Professional Group Marketing,Inc 2003 - 2006
Sun Life 2001 - 2003
Principal Financial Group 1983 - 2001
Skills
Employee Benefits, 401k, Underwriting, Mergers & Acquisitions, Health Insurance, Strategic Planning, Account Management, Sales, Employee Relations, New Business Development, Mergers, Insurance, Performance Management
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Business Adminstration
Matt Hershberger's Sun Life Experience
Job Group Rep at Sun Life
Industry Insurance
Experience
Sun Life
Skills
Disability Insurance, Health Insurance, Investments, Team Leadership, Life Insurance, Insurance, Underwriting, Brokers, Employee Benefits, Financial Analysis, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Mutual Funds, Critical Illness
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
Sun Life
Skills
Disability Insurance, Health Insurance, Investments, Team Leadership, Life Insurance, Insurance, Underwriting, Brokers, Employee Benefits, Financial Analysis, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Mutual Funds, Critical Illness
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
Bruce Caldwell's Sun Life Experience 1987 - 1994
Job Delivery Technician at National Seating & Mobility
Industry Financial Services
Experience
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
Alex Secord's Sun Life Experience November 2006 - May 2007
Job Manager of Accounting and Financial System
Industry Financial Services
Experience
Boston Rescue Mission May 2011 - February 2014
First Marblehead May 2010 - May 2011
Sun Life Financial November 2006 - May 2010
Sun Life November 2006 - May 2007
Skills
Equities, Risk Management, Process Improvement, Investments, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Analysis, Derivatives, Internal Controls, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Boston Rescue Mission May 2011 - February 2014
First Marblehead May 2010 - May 2011
Sun Life Financial November 2006 - May 2010
Sun Life November 2006 - May 2007
Skills
Equities, Risk Management, Process Improvement, Investments, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Analysis, Derivatives, Internal Controls, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Carol Cook, FLMI, CTDP's Sun Life Experience March 2007 - June 2008
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Theresa Dietrich's Sun Life Experience November 2007 - January 2015
Job Certified Financial Planner at T.E.A.M. Financial Solutions
Industry Financial Services
Experience
Sun Life Financial November 2007 - Present
Sun Life November 2007 - January 2015
Theresa Dietrich June 1991 - April 2006
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Critical Illness, Finance, Retirement, Fixed Annuities, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Planners, Wealth Management, Mutual Funds, Financial Planning
Education
University of Waterloo
Math, Financial
George Brown College
Diploma, Dental Hygiene
Sun Life Financial November 2007 - Present
Sun Life November 2007 - January 2015
Theresa Dietrich June 1991 - April 2006
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Critical Illness, Finance, Retirement, Fixed Annuities, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Planners, Wealth Management, Mutual Funds, Financial Planning
Education
University of Waterloo
Math, Financial
George Brown College
Diploma, Dental Hygiene
Roxanne Lowe's Sun Life Experience 2003 - 2007
Job Principal at Mercer
Industry Insurance
Experience
Beachbody 2010 - Present
Mercer September 2007 - Present
Sun Life 2003 - 2007
Sun Life Financial 1999 - 2003
Skills
Coaching, Health, Healthcare, Leadership, Employee Benefits, Leadership Development, Marketing Communications, Disability Insurance, Health Insurance, Training, Insurance, People Skills, Small Business, Friendliness, Employee Relations, Public Speaking, Organizational..., Career Development, Access, Interviews, Benefits Administration, Management Consulting, Motivation, Legal Compliance, Customer Service, Strategic Planning, Human Resources, Recruiting, Change Management, Team Building, Team Leadership, Workshop Facilitation
Education
University of Massachusetts Boston 1992 — 1994
M.Ed, Rehabilitation Counseling
University of Connecticut 1985 — 1989
B.A., Sociology
Beachbody 2010 - Present
Mercer September 2007 - Present
Sun Life 2003 - 2007
Sun Life Financial 1999 - 2003
Skills
Coaching, Health, Healthcare, Leadership, Employee Benefits, Leadership Development, Marketing Communications, Disability Insurance, Health Insurance, Training, Insurance, People Skills, Small Business, Friendliness, Employee Relations, Public Speaking, Organizational..., Career Development, Access, Interviews, Benefits Administration, Management Consulting, Motivation, Legal Compliance, Customer Service, Strategic Planning, Human Resources, Recruiting, Change Management, Team Building, Team Leadership, Workshop Facilitation
Education
University of Massachusetts Boston 1992 — 1994
M.Ed, Rehabilitation Counseling
University of Connecticut 1985 — 1989
B.A., Sociology
Kristen (Burns) Munevar's Sun Life Experience September 2009 - July 2012
Job Creative Director at Santander
Industry Marketing and Advertising
Experience
Banco Santander July 2012 - Present
The Nebo Company 2009 - Present
Sun Life September 2009 - July 2012
Burson-Marsteller October 2006 - June 2009
Brunner, Inc. September 2005 - October 2006
Hill, Holliday, Connors, Cosmopulos Inc. June 2003 - April 2005
Millyard Design Associates July 2000 - August 2003
Skills
InDesign, QuarkXPress, Illustrator, Flash, Photoshop, Dreamweaver, Keynote, Art Direction, Creative Direction, Typography, Logo Design, Corporate Identity
Education
Fitchburg State University 1995 — 1999
BS, Communication/Graphic Design
Banco Santander July 2012 - Present
The Nebo Company 2009 - Present
Sun Life September 2009 - July 2012
Burson-Marsteller October 2006 - June 2009
Brunner, Inc. September 2005 - October 2006
Hill, Holliday, Connors, Cosmopulos Inc. June 2003 - April 2005
Millyard Design Associates July 2000 - August 2003
Skills
InDesign, QuarkXPress, Illustrator, Flash, Photoshop, Dreamweaver, Keynote, Art Direction, Creative Direction, Typography, Logo Design, Corporate Identity
Education
Fitchburg State University 1995 — 1999
BS, Communication/Graphic Design
Dana Warner's Sun Life Experience October 2009 - August 2011
Job
Industry Design
Lisa Woodley's Sun Life Experience 2005 - 2011
Job Business Solutions Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2011 - Present
Sun Life 2005 - 2011
Skills
Insurance, Customer Service, Business Process, Business Analysis, Change Management
Education
Conestoga College
Project Management
Sun Life Financial February 2011 - Present
Sun Life 2005 - 2011
Skills
Insurance, Customer Service, Business Process, Business Analysis, Change Management
Education
Conestoga College
Project Management
Michael Friedlieb MBA, SIOR's Sun Life Experience 1994 - 2001
Job VicePresident, Landmark Advisory Services
Industry Real Estate
Experience
Landmark Advisory Services Inc. January 2015 - Present
Colliers International February 2008 - November 2014
Colliers International May 2001 - March 2008
Sun Life 1994 - 2001
Skills
Real Estate, Dispositions, Investments, Tenant, Brokerage, Leases, Real Estate Development, Real Estate Investment, Negotiation, Financial Analysis, Contract Negotiation, Contract Negotiations, Property Management, Strategic Planning, Business Strategy, Business Planning, Asset Management, Strategy Development, Investment Properties, Due Diligence, Team Building, Sales Management, Market Analysis, Disposition, Tenant Representation, Corporate Real Estate, Location Intelligence
Education
Concordia University 2001 — 2003
MBA, Business
Landmark Advisory Services Inc. January 2015 - Present
Colliers International February 2008 - November 2014
Colliers International May 2001 - March 2008
Sun Life 1994 - 2001
Skills
Real Estate, Dispositions, Investments, Tenant, Brokerage, Leases, Real Estate Development, Real Estate Investment, Negotiation, Financial Analysis, Contract Negotiation, Contract Negotiations, Property Management, Strategic Planning, Business Strategy, Business Planning, Asset Management, Strategy Development, Investment Properties, Due Diligence, Team Building, Sales Management, Market Analysis, Disposition, Tenant Representation, Corporate Real Estate, Location Intelligence
Education
Concordia University 2001 — 2003
MBA, Business
Ralph Pinsent's Sun Life Experience 2002 - 2002
Job Sr. Project Manager at IBM
Industry Government Administration
Experience
IBM 2009 - Present
MCSS January 2009 - April 2009
American Express 2007 - 2009
Perimeter Financial 2006 - 2006
Sun Life 2002 - 2002
Skills
PMO, Program Management, Project Delivery, Software Project..., Project Portfolio..., Business Analysis, Project Management, Requirements Analysis, IT Strategy, PMP, SDLC, Agile Methodologies, Project Planning, Business Process, Testing
Education
York University 1975 — 1978
Bachelor of Arts (BA), Economics
Ryerson University 1966 — 1969
Bachelor of Business Administration (BBA), Computer Science
IBM 2009 - Present
MCSS January 2009 - April 2009
American Express 2007 - 2009
Perimeter Financial 2006 - 2006
Sun Life 2002 - 2002
Skills
PMO, Program Management, Project Delivery, Software Project..., Project Portfolio..., Business Analysis, Project Management, Requirements Analysis, IT Strategy, PMP, SDLC, Agile Methodologies, Project Planning, Business Process, Testing
Education
York University 1975 — 1978
Bachelor of Arts (BA), Economics
Ryerson University 1966 — 1969
Bachelor of Business Administration (BBA), Computer Science
Orson Chin Cheong's Sun Life Experience 1995 - 2004
Job Sr. Systems Administrator at Teranet Inc.
Industry Information Technology and Services
Experience
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Istvan Kosa's Sun Life Experience January 1992 - January 1998
Job Security Compliance Analyst at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services August 2002 - Present
Victoria Park C January 2012 - June 2012
IBM Canada February 1988 - December 2010
IBM Canada February 1988 - December 2010
IBM Canada Ltd January 1988 - January 2010
IBM Global Services January 1998 - January 2006
Sun Life Financial September 1992 - May 1998
Sun Life January 1992 - January 1998
IBM Canada January 1988 - January 1992
Skills
Teaching mathematics, Compter programmer,...
Education
University of Toronto - Ontario Institute for Studies in Education 2011 — 2011
Teaching Certificate, Mathematics Intermediate/Senior, A+
Cheonggang Academy
Computer Programming
University Babes
Bachelor of Science Degree, Mathematics
IBM Global Services August 2002 - Present
Victoria Park C January 2012 - June 2012
IBM Canada February 1988 - December 2010
IBM Canada February 1988 - December 2010
IBM Canada Ltd January 1988 - January 2010
IBM Global Services January 1998 - January 2006
Sun Life Financial September 1992 - May 1998
Sun Life January 1992 - January 1998
IBM Canada January 1988 - January 1992
Skills
Teaching mathematics, Compter programmer,...
Education
University of Toronto - Ontario Institute for Studies in Education 2011 — 2011
Teaching Certificate, Mathematics Intermediate/Senior, A+
Cheonggang Academy
Computer Programming
University Babes
Bachelor of Science Degree, Mathematics
Lorne Stuart Marr's Sun Life Experience July 1993 - September 2004
Job Founder at LSM insurance
Industry Financial Services
Experience
LSM insurance January 2005 - Present
LSM insurance January 1998 - Present
Sun Life July 1993 - September 2004
Education
University of Guelph
LSM insurance January 2005 - Present
LSM insurance January 1998 - Present
Sun Life July 1993 - September 2004
Education
University of Guelph
Yvonne Deveaux's Sun Life Experience 1980 - 1985
Job Consultant at Bridgepoint Inc. HR & Payroll Consulting
Industry Human Resources
Experience
Bridgepoint Inc. HR & Payroll Consulting March 2006 - Present
Dundee Financial 2004 - 2005
Miller Thomson LLP 1999 - 2004
Torkin Manes 1995 - 1999
Sun Life 1980 - 1985
Skills
Personnel Management, Employee Benefits, HRIS, Recruiting, Human Resources, Payroll, Management, Executive Search, Strategic Planning, Leadership, Employee Engagement
Education
Bramalea Secondary
Ryerson University
Human Resources
Bridgepoint Inc. HR & Payroll Consulting March 2006 - Present
Dundee Financial 2004 - 2005
Miller Thomson LLP 1999 - 2004
Torkin Manes 1995 - 1999
Sun Life 1980 - 1985
Skills
Personnel Management, Employee Benefits, HRIS, Recruiting, Human Resources, Payroll, Management, Executive Search, Strategic Planning, Leadership, Employee Engagement
Education
Bramalea Secondary
Ryerson University
Human Resources
Farkhanda Asma's Sun Life Experience October 2006 - May 2007
Job BI Analyst
Industry Consumer Goods
Experience
MCYS January 2013 - Present
MCYS 2013 - 2013
BMO December 2011 - October 2012
G&D Markham March 2011 - December 2011
General Mills January 2007 - March 2011
G & D 2011 - 2011
Sun Life October 2006 - May 2007
SunLife September 2006 - December 2006
GryphTech Inc July 2005 - March 2006
Netsol May 2004 - July 2005
Skills
Business Intelligence, Dashboard, Requirements Analysis, Business Objects, Integration, C#, Web Development, MySQL, Web Services, Business Analysis, Software Documentation, Software Project..., Data Modeling, XML, Erwin, HTML, ASP.NET, .NET, UML, DB2, OLAP, Requirements Gathering, Business Intelligence..., Vendor Management, VB.NET, Business Requirements, Business Process, Visual Studio, Stored Procedures, Data Migration
Education
Muhammad Ali Jinnah University 1997 — 2001
MCS, Computer Science
MCYS January 2013 - Present
MCYS 2013 - 2013
BMO December 2011 - October 2012
G&D Markham March 2011 - December 2011
General Mills January 2007 - March 2011
G & D 2011 - 2011
Sun Life October 2006 - May 2007
SunLife September 2006 - December 2006
GryphTech Inc July 2005 - March 2006
Netsol May 2004 - July 2005
Skills
Business Intelligence, Dashboard, Requirements Analysis, Business Objects, Integration, C#, Web Development, MySQL, Web Services, Business Analysis, Software Documentation, Software Project..., Data Modeling, XML, Erwin, HTML, ASP.NET, .NET, UML, DB2, OLAP, Requirements Gathering, Business Intelligence..., Vendor Management, VB.NET, Business Requirements, Business Process, Visual Studio, Stored Procedures, Data Migration
Education
Muhammad Ali Jinnah University 1997 — 2001
MCS, Computer Science
Daneen Hitt's Sun Life Experience March 2006 - June 2008
Job Underwriting consultant at Pacific Life
Industry Insurance
Experience
Pacific Life September 2015 - Present
Transamerica July 2008 - Present
Sun LIfe March 2006 - June 2008
Pacific Life June 2002 - March 2006
Skills
Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Reinsurance, Insurance, Life Insurance, Fixed Annuities
Education
Michigan State University
Bachelor of Science
Pacific Life September 2015 - Present
Transamerica July 2008 - Present
Sun LIfe March 2006 - June 2008
Pacific Life June 2002 - March 2006
Skills
Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Reinsurance, Insurance, Life Insurance, Fixed Annuities
Education
Michigan State University
Bachelor of Science
Steve LeClair's Sun Life Experience February 2001 - February 2004
Job Property Accountant at Fuller Landau
Industry Real Estate
Experience
Fuller Landau July 2015 - Present
CREIT Management L.P. March 2006 - July 2015
Redcliff Realty April 2005 - March 2006
CentreCorp November 2004 - March 2005
Sun Life February 2001 - February 2004
Olympia & York Enterprise July 1999 - October 2000
Smart Centres April 1995 - July 1999
Skills
Property Management, Variance Analysis, Commercial Real Estate, Budgets
Education
University of New Brunswick
Bachelor of Business Administration (BBA)
Fuller Landau July 2015 - Present
CREIT Management L.P. March 2006 - July 2015
Redcliff Realty April 2005 - March 2006
CentreCorp November 2004 - March 2005
Sun Life February 2001 - February 2004
Olympia & York Enterprise July 1999 - October 2000
Smart Centres April 1995 - July 1999
Skills
Property Management, Variance Analysis, Commercial Real Estate, Budgets
Education
University of New Brunswick
Bachelor of Business Administration (BBA)
Michael Mc Nutt's Sun Life Experience 2003 - 2005
Job Manager Enterprise Incident Management at BlackBerry
Industry Computer & Network Security
Experience
BlackBerry 2011 - Present
Sun Life Financial 2003 - 2010
Sun Life 2003 - 2005
Ontario Power Generation 1999 - 2003
Metropolitan Toronto Housing Authority 1979 - 1999
Skills
Risk Assessment, Security, Information Security, Physical Security, Crisis Management, Disaster Recovery, Corporate Security, Incident Management, Process Improvement, Program Management, Security Management, Private Investigations, Security Training, PCI DSS, Leadership, Risk Management, Governance, Operational Risk..., Team Leadership, Information Security..., Security Clearance, ITIL, Policy, Security Audits, Emergency Management, Security Operations, Business Continuity..., Vulnerability Assessment
Education
Ryerson University 2010 — 2011
CISSP
Humber College
BlackBerry 2011 - Present
Sun Life Financial 2003 - 2010
Sun Life 2003 - 2005
Ontario Power Generation 1999 - 2003
Metropolitan Toronto Housing Authority 1979 - 1999
Skills
Risk Assessment, Security, Information Security, Physical Security, Crisis Management, Disaster Recovery, Corporate Security, Incident Management, Process Improvement, Program Management, Security Management, Private Investigations, Security Training, PCI DSS, Leadership, Risk Management, Governance, Operational Risk..., Team Leadership, Information Security..., Security Clearance, ITIL, Policy, Security Audits, Emergency Management, Security Operations, Business Continuity..., Vulnerability Assessment
Education
Ryerson University 2010 — 2011
CISSP
Humber College
Catherine Edmiston's Sun Life Experience October 1984 - December 1989
Job Case Manager at Independent Life Brokerage
Industry Insurance
Experience
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Independent Life Brokerage January 2010 - October 2011
Flah & Co January 2004 - October 2004
Cotton States Insurance January 2000 - October 2003
Canada Life January 1999 - February 2000
Phoenix Life Insurance Company July 1998 - January 1999
Cotton States Insurance January 1989 - May 1998
Sun Life October 1984 - December 1989
Confederation Life August 1983 - December 1984
Munich American Reassurance Company January 1977 - May 1982
Education
Georgia Perimeter College 1976 — 1982
BA, Business
Jean-Marc Prud'Homme's Sun Life Experience September 2002 - December 2003
Job Chef de la Conformité chez Addenda Capital Inc
Industry Investment Management
Experience
Addenda Capital Inc October 2008 - Present
Groupe Financier PEAK January 2004 - November 2006
Sun Life September 2002 - December 2003
Standard Life 1999 - 2001
Standard Life 1999 - 2001
Skills
Cours à l'intention des..., PDO Course - CSI, Branch Manager Course -..., Anti Money Laundering, CEO/CFO Certification, Fidessa, FATCA, Investment Policy...
Education
Université d'Ottawa 1987 — 1991
Droit Civil
Addenda Capital Inc October 2008 - Present
Groupe Financier PEAK January 2004 - November 2006
Sun Life September 2002 - December 2003
Standard Life 1999 - 2001
Standard Life 1999 - 2001
Skills
Cours à l'intention des..., PDO Course - CSI, Branch Manager Course -..., Anti Money Laundering, CEO/CFO Certification, Fidessa, FATCA, Investment Policy...
Education
Université d'Ottawa 1987 — 1991
Droit Civil
Nicolletta Luciani's Sun Life Experience June 2012 - Present
Job at
Industry Insurance
Experience
Sun Life June 2012 - Present
Manulife Bank of Canada May 2011 - June 2012
Industrial Alliance Insurance and Financial Services March 2007 - January 2011
Manulife Financial 2005 - 2007
Maritime Life 2003 - 2005
Skills
Business Analysis
Education
Mount Saint Vincent University
BA, Concentration in Psychology; Undergraduate Certificate in Marketing
Sun Life June 2012 - Present
Manulife Bank of Canada May 2011 - June 2012
Industrial Alliance Insurance and Financial Services March 2007 - January 2011
Manulife Financial 2005 - 2007
Maritime Life 2003 - 2005
Skills
Business Analysis
Education
Mount Saint Vincent University
BA, Concentration in Psychology; Undergraduate Certificate in Marketing
Emanuel Raneri's Sun Life Experience September 1979 - January 1982
Job Retired
Industry Public Policy
Experience
GPM Life June 1987 - December 2010
Dytronix Corp February 1985 - April 1987
Imformatics June 1982 - January 1985
Sun Life September 1979 - January 1982
GPM Life February 1968 - January 1979
Skills
COBOL, Life Insurance, Java, Change Management, System Conversion
Education
The University of Texas at San Antonio 1974 — 1976
137 hours, no degree, History
St Mary's San Antonio tx 1971 — 1973
San Antonio College 1964 — 1967
Temple University 1960 — 1961
GPM Life June 1987 - December 2010
Dytronix Corp February 1985 - April 1987
Imformatics June 1982 - January 1985
Sun Life September 1979 - January 1982
GPM Life February 1968 - January 1979
Skills
COBOL, Life Insurance, Java, Change Management, System Conversion
Education
The University of Texas at San Antonio 1974 — 1976
137 hours, no degree, History
St Mary's San Antonio tx 1971 — 1973
San Antonio College 1964 — 1967
Temple University 1960 — 1961
Bob Mifflin's Sun Life Experience 1980 - 1992
Job Independent Information Services Professional
Industry Information Services
Experience
Sun Life 1980 - 1992
Education
Columbia University in the City of New York 1950 — 1954
BSc., Business and Engineering
Sun Life 1980 - 1992
Education
Columbia University in the City of New York 1950 — 1954
BSc., Business and Engineering
Sophie Lemay's Sun Life Experience August 1997 - November 2011
Job CSST
Industry Financial Services
Experience
CSST November 2011 - Present
Sun Life August 1997 - November 2011
Skills
Mutual Funds, Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Retirement, Microsoft Excel, Employee Benefits, Leadership, Long-term Care, Life Insurance, Microsoft Office
Education
Université de Montréal - HEC Montréal
Diplôme de deuxième cycle en gestion, Gestion, Diplôme de deuxième cycle
CSST November 2011 - Present
Sun Life August 1997 - November 2011
Skills
Mutual Funds, Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Retirement, Microsoft Excel, Employee Benefits, Leadership, Long-term Care, Life Insurance, Microsoft Office
Education
Université de Montréal - HEC Montréal
Diplôme de deuxième cycle en gestion, Gestion, Diplôme de deuxième cycle
Randall Madge, PMP's Sun Life Experience 1999 - 2002
Job Senior Project Manager at Staples
Industry Information Technology and Services
Experience
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.