Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Marc Lower Marc Lower's Sun Life Financial Experience February 2012 - February 2013
Job Market DirectorWashington/Alaska
Industry Insurance
Experience
Aflac March 2013 - Present
Sun Life Financial February 2012 - February 2013
ING June 2010 - February 2012
Colonial Life September 2004 - May 2010
Mutual of Omaha January 2004 - September 2004
Mutual of Omaha April 2001 - September 2004
Jefferson Pilot Financial June 1999 - April 2001
Jefferson Pilot Financial November 1994 - June 1999
Unum August 1989 - November 1994
Unum July 1985 - August 1989
Skills
Sales Management, Strategic Planning, Employee Benefits, Insurance, Sales, Marketing, Leadership, Consulting, Sales Operations, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Life Insurance, Underwriting, Fixed Annuities, Dentistry, Health Savings Accounts, Conflict Management, Conflict Resolution, Relationship Management, Marketing Strategy, Strategy, Recruiting, Cross-functional Team..., Change Management, Business Planning, Management, Team Management, Critical Illness, Claim, 401k, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, Whole Life, Training, Retirement, Human Resources, Workers Compensation, COBRA, Customer Retention, Executive Management, Group Insurance, Retirement Planning, Insurance Brokerage, Medicare, Property & Casualty...
Education
University of Pennsylvania - The Wharton School 2001 — 2004
LLIF, Leadership
The American College 1993 — 1999
CLU, ChFC, RHU, Insurance
Colgate University 1981 — 1985
BA, Economics
United States Military Academy at West Point 1980 — 1981
Aflac March 2013 - Present
Sun Life Financial February 2012 - February 2013
ING June 2010 - February 2012
Colonial Life September 2004 - May 2010
Mutual of Omaha January 2004 - September 2004
Mutual of Omaha April 2001 - September 2004
Jefferson Pilot Financial June 1999 - April 2001
Jefferson Pilot Financial November 1994 - June 1999
Unum August 1989 - November 1994
Unum July 1985 - August 1989
Skills
Sales Management, Strategic Planning, Employee Benefits, Insurance, Sales, Marketing, Leadership, Consulting, Sales Operations, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Life Insurance, Underwriting, Fixed Annuities, Dentistry, Health Savings Accounts, Conflict Management, Conflict Resolution, Relationship Management, Marketing Strategy, Strategy, Recruiting, Cross-functional Team..., Change Management, Business Planning, Management, Team Management, Critical Illness, Claim, 401k, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, Whole Life, Training, Retirement, Human Resources, Workers Compensation, COBRA, Customer Retention, Executive Management, Group Insurance, Retirement Planning, Insurance Brokerage, Medicare, Property & Casualty...
Education
University of Pennsylvania - The Wharton School 2001 — 2004
LLIF, Leadership
The American College 1993 — 1999
CLU, ChFC, RHU, Insurance
Colgate University 1981 — 1985
BA, Economics
United States Military Academy at West Point 1980 — 1981
Christopher Michaud Christopher Michaud's Sun Life Financial Experience July 2013 - September 2014
Job Credit Analyst at Dedham Savings
Industry Banking
Experience
Dedham Savings September 2014 - Present
Sun Life Financial July 2013 - September 2014
Education
College of the Holy Cross 2009 — 2013
Bachelor's degree, Mathematics and Economics
Dedham Savings September 2014 - Present
Sun Life Financial July 2013 - September 2014
Education
College of the Holy Cross 2009 — 2013
Bachelor's degree, Mathematics and Economics
Jean-Francois Roy, B.Comm Jean-Francois Roy, B.Comm's Sun Life Financial Experience September 2006 - April 2013
Job Group benefits Consultant chez HealthSource Plus
Industry Financial Services
Experience
HealthSource Plus - People Corporation Company July 2013 - Present
Sun Life Financial September 2006 - April 2013
Sun Life Financial June 2001 - September 2006
ALDO Group 2000 - 2001
Purolator Inc. 2000 - 2000
Sobeys 1996 - 2000
Skills
Group Benefit Plans, Benefits Administration, Account Management, Employee Benefits, Health Insurance, Consulting, Sales, Teamwork, Business Ethics, Efficiency, Leadership, Corporate Branding, Continuous Improvement, Finance
Education
Concordia University 2000 — 2004
Bachelor of Commerce (B.Comm.), Marketing, Major Marketing/minor Management
HealthSource Plus - People Corporation Company July 2013 - Present
Sun Life Financial September 2006 - April 2013
Sun Life Financial June 2001 - September 2006
ALDO Group 2000 - 2001
Purolator Inc. 2000 - 2000
Sobeys 1996 - 2000
Skills
Group Benefit Plans, Benefits Administration, Account Management, Employee Benefits, Health Insurance, Consulting, Sales, Teamwork, Business Ethics, Efficiency, Leadership, Corporate Branding, Continuous Improvement, Finance
Education
Concordia University 2000 — 2004
Bachelor of Commerce (B.Comm.), Marketing, Major Marketing/minor Management
John Sills's Sun Life Financial Experience July 2010 - February 2012
Job Account Executive, Partnerships at Whistle Sports
Industry Sports
Experience
The Whistle Sports Network June 2014 - Present
NBCUniversal, Inc. January 2013 - June 2014
NBCUniversal, Inc. February 2012 - January 2013
Sun Life Financial July 2010 - February 2012
Skills
Analysis, Market Research, Underwriting, Strategic Planning, Marketing Strategy, Advertising Sales, Digital Media, Data Analysis, Management, Budgets, Sports, Business Development, Sponsorship, New Business Development, Marketing Communications, Account Management, Customer Service, Editing, Social Media, Advertising, Public Relations, Salesforce.com, Employee Benefits, Negotiation, Project Management, Microsoft Excel, Forecasting, Financial Modeling, Team Building, PowerPoint, Time Management, Integrated Marketing, Insurance, Event Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), English, Creative Writing Concentration
Boston College High School 2002 — 2006
The Whistle Sports Network June 2014 - Present
NBCUniversal, Inc. January 2013 - June 2014
NBCUniversal, Inc. February 2012 - January 2013
Sun Life Financial July 2010 - February 2012
Skills
Analysis, Market Research, Underwriting, Strategic Planning, Marketing Strategy, Advertising Sales, Digital Media, Data Analysis, Management, Budgets, Sports, Business Development, Sponsorship, New Business Development, Marketing Communications, Account Management, Customer Service, Editing, Social Media, Advertising, Public Relations, Salesforce.com, Employee Benefits, Negotiation, Project Management, Microsoft Excel, Forecasting, Financial Modeling, Team Building, PowerPoint, Time Management, Integrated Marketing, Insurance, Event Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), English, Creative Writing Concentration
Boston College High School 2002 — 2006
Danielle Labbat Danielle Labbat's Sun Life Financial Experience October 2014 - Present
Job Senior Enrollment Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial August 2013 - Present
Sun Life Financial August 2012 - July 2013
Moe's Original Bar B Que May 2010 - December 2012
Longterm Care Options May 2009 - August 2012
Skills
Social Media, Customer Service, Microsoft Word, Public Speaking, Social Services, Research, Microsoft Excel, Community Outreach, Program Management, Employee Benefits, Healthcare, Sales, Nonprofits, Sales Management, Microsoft Office, Insurance, Management, New Business Development
Education
Colorado State University 2004 — 2008
Bachelors of Science, Psychology
Sun Life Financial October 2014 - Present
Sun Life Financial August 2013 - Present
Sun Life Financial August 2012 - July 2013
Moe's Original Bar B Que May 2010 - December 2012
Longterm Care Options May 2009 - August 2012
Skills
Social Media, Customer Service, Microsoft Word, Public Speaking, Social Services, Research, Microsoft Excel, Community Outreach, Program Management, Employee Benefits, Healthcare, Sales, Nonprofits, Sales Management, Microsoft Office, Insurance, Management, New Business Development
Education
Colorado State University 2004 — 2008
Bachelors of Science, Psychology
Stephen Hansen Stephen Hansen's Sun Life Financial Experience August 2014 - Present
Job Stop Loss Specialist at Sun Life Financial
Industry Sports
Experience
Sun Life Financial August 2014 - Present
CIGNA Healthcare June 2010 - 2014
Skills
Insurance, Customer Service, Research, Marketing, Sales, Proposal Writing, Consumer Healthcare, Analysis, Employee Benefits, Healthcare, PowerPoint, Microsoft Excel, Account Management
Education
Colgate University 2005 — 2009
Bachelor of Arts, Political Science
Sun Life Financial August 2014 - Present
CIGNA Healthcare June 2010 - 2014
Skills
Insurance, Customer Service, Research, Marketing, Sales, Proposal Writing, Consumer Healthcare, Analysis, Employee Benefits, Healthcare, PowerPoint, Microsoft Excel, Account Management
Education
Colgate University 2005 — 2009
Bachelor of Arts, Political Science
Belinda Bowman-Hart Belinda Bowman-Hart's Sun Life Financial Experience December 2013 - Present
Job Client Service Administrator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2013 - Present
Sun Life Financial May 2011 - December 2013
Skills
Risk Management, Leadership, Process Improvement, Microsoft Office, Quality Assurance, Time Management, Team Leadership, Business Analysis, Data Analysis, Training, Management
Education
Concordia University 2009 — 2012
Bachelor of Commerce (BCom), Supply Chain Operations Management
Champlain College 2006 — 2009
DEC in Commerce
Sun Life Financial December 2013 - Present
Sun Life Financial May 2011 - December 2013
Skills
Risk Management, Leadership, Process Improvement, Microsoft Office, Quality Assurance, Time Management, Team Leadership, Business Analysis, Data Analysis, Training, Management
Education
Concordia University 2009 — 2012
Bachelor of Commerce (BCom), Supply Chain Operations Management
Champlain College 2006 — 2009
DEC in Commerce
Christine Kerr Christine Kerr's Sun Life Financial Experience October 2013 - Present
Job Trainer, Group Life and Disability Claims at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2013 - Present
Sun Life Assurance Company of Canada February 2010 - October 2013
Group Life Claims January 2005 - February 2010
Group Life Claims January 2001 - January 2005
Individual Life Claims June 1999 - January 2001
Skills
Training, Claim, Consulting, Insurance, Claims Management, Liability, Employee Benefits, Change Management, Life Insurance
Education
Concordia University
Bachelor of Arts, Sociology
The Royal Conservatory of Music
Associate's degree, Piano
Sun Life Financial October 2013 - Present
Sun Life Assurance Company of Canada February 2010 - October 2013
Group Life Claims January 2005 - February 2010
Group Life Claims January 2001 - January 2005
Individual Life Claims June 1999 - January 2001
Skills
Training, Claim, Consulting, Insurance, Claims Management, Liability, Employee Benefits, Change Management, Life Insurance
Education
Concordia University
Bachelor of Arts, Sociology
The Royal Conservatory of Music
Associate's degree, Piano
David Worster, CFP®, CLU, ChFC's Sun Life Financial Experience 2000 - 2002
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Meg McKenna Denison's Sun Life Financial Experience May 2014 - November 2014
Job World Traveller, writer.
Industry Higher Education
Experience
Sun Life Financial May 2014 - November 2014
Concordia University September 2009 - March 2014
Immigration and Citizenship Canada June 2013 - June 2013
Concordia University June 2011 - May 2013
John Molson 2009 - 2010
St. Laurent Day Camp June 2006 - August 2008
Technologie Premiaire Inc April 2004 - January 2006
Sweet Sisters Pastry Shop June 2005 - August 2005
Skills
Research, English, Data Entry, Campus, Psychology, Professional writing, Copy Editing, Blogging, Time Management, Teaching
Education
Concordia University 2012 — 2014
Undergraduate, History
Concordia University 2009 — 2012
English Literature and Professional Writing, English
Marianopolis College 2006 — 2009
College Diploma, Social Science, Psychology Profile
The Sacred Heart School of Montreal 2001 — 2006
High School Diploma, 7-11
Sun Life Financial May 2014 - November 2014
Concordia University September 2009 - March 2014
Immigration and Citizenship Canada June 2013 - June 2013
Concordia University June 2011 - May 2013
John Molson 2009 - 2010
St. Laurent Day Camp June 2006 - August 2008
Technologie Premiaire Inc April 2004 - January 2006
Sweet Sisters Pastry Shop June 2005 - August 2005
Skills
Research, English, Data Entry, Campus, Psychology, Professional writing, Copy Editing, Blogging, Time Management, Teaching
Education
Concordia University 2012 — 2014
Undergraduate, History
Concordia University 2009 — 2012
English Literature and Professional Writing, English
Marianopolis College 2006 — 2009
College Diploma, Social Science, Psychology Profile
The Sacred Heart School of Montreal 2001 — 2006
High School Diploma, 7-11
Andrea Angel Andrea Angel's Sun Life Financial Experience September 2014 - December 2014
Job Actuarial Quality Lead
Industry Financial Services
Experience
Verify November 2011 - Present
Sun Life Financial September 2014 - December 2014
Concordia University September 2011 - 2014
Investor's Group February 2011 - April 2011
PepsiCo January 2005 - March 2010
PepsiCo May 2004 - January 2005
FUNDACION UNIVERSIDAD DE AMERICA 1998 - 2003
Skills
Quality Assurance, Time Management, Teamwork, Leadership, Quality System, Continuous Improvement, Training, ISO, Data Analysis, Spanish, Microsoft Excel, Cross-functional Team..., Project Planning, Product Development, Quality Management, Project Management, Quality Control, Analysis, Microsoft Office
Education
Concordia University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Universidad America 1998 — 2003
Chemical Engineer
Verify November 2011 - Present
Sun Life Financial September 2014 - December 2014
Concordia University September 2011 - 2014
Investor's Group February 2011 - April 2011
PepsiCo January 2005 - March 2010
PepsiCo May 2004 - January 2005
FUNDACION UNIVERSIDAD DE AMERICA 1998 - 2003
Skills
Quality Assurance, Time Management, Teamwork, Leadership, Quality System, Continuous Improvement, Training, ISO, Data Analysis, Spanish, Microsoft Excel, Cross-functional Team..., Project Planning, Product Development, Quality Management, Project Management, Quality Control, Analysis, Microsoft Office
Education
Concordia University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Universidad America 1998 — 2003
Chemical Engineer
Mary Beth Carion Mary Beth Carion's Sun Life Financial Experience November 2009 - March 2011
Job Vice President, Distribution Operations & Account Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2011 - Present
Sun Life Financial November 2009 - March 2011
Bensinger Dupont and Associates 2007 - 2009
Skills
Financial Services, Business Development, Leadership, Relationship Management, Risk Management, Strategic Financial..., Insurance
Education
College of the Holy Cross 1985 — 1989
Bachelor of Arts (B.A.), Economics
Gorham High School, Gorham, ME
Lincoln Financial Group April 2011 - Present
Sun Life Financial November 2009 - March 2011
Bensinger Dupont and Associates 2007 - 2009
Skills
Financial Services, Business Development, Leadership, Relationship Management, Risk Management, Strategic Financial..., Insurance
Education
College of the Holy Cross 1985 — 1989
Bachelor of Arts (B.A.), Economics
Gorham High School, Gorham, ME
Olga Kapitonova's Sun Life Financial Experience October 2013 - September 2015
Job Management and Finance
Industry Financial Services
Experience
Lecturer Jean-Claude Danis, Concordia University September 2008 - Present
Sun Life Financial October 2013 - September 2015
Skills
Conflict Resolution, Data Analysis, Teamwork, Performance Management, Insurance, Strat. Fina. Planning, Financial Analysis, Time Management, Finance, Research
Education
Autorité des Marchés Financiers du Quebec 2013 — 2013
Certificate, Insurance and Financial Planning
Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Management, Finance
College International Marie de France 1999 — 2008
Bachelors of Economics and Social Sciences
Lecturer Jean-Claude Danis, Concordia University September 2008 - Present
Sun Life Financial October 2013 - September 2015
Skills
Conflict Resolution, Data Analysis, Teamwork, Performance Management, Insurance, Strat. Fina. Planning, Financial Analysis, Time Management, Finance, Research
Education
Autorité des Marchés Financiers du Quebec 2013 — 2013
Certificate, Insurance and Financial Planning
Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Management, Finance
College International Marie de France 1999 — 2008
Bachelors of Economics and Social Sciences
Anton Petrov Anton Petrov's Sun Life Financial Experience 2008 - 2011
Job Bilingual Plan specialist at Solium Capital
Industry Financial Services
Experience
Solium Capital October 2012 - Present
Sun Life Financial 2008 - 2011
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Team Leadership, Public Speaking, Social Networking, Time Management
Education
Concordia University 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
Solium Capital October 2012 - Present
Sun Life Financial 2008 - 2011
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Team Leadership, Public Speaking, Social Networking, Time Management
Education
Concordia University 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
Marc Fulton Marc Fulton's Sun Life Financial Experience January 2010 - Present
Job Fulton Financial
Industry Financial Services
Experience
Sun Life Financial January 2010 - Present
Skills
Business Strategy
Education
Colgate University 2004 — 2007
Geography, Geography, Econ
Sun Life Financial January 2010 - Present
Skills
Business Strategy
Education
Colgate University 2004 — 2007
Geography, Geography, Econ
Robert Diefenbacher Robert Diefenbacher's Sun Life Financial Experience December 1992 - December 1997
Job Senior Vice President Life Reinsurance at Pacific Life Re
Industry Insurance
Experience
Pacific Life Re September 2011 - Present
Manulife Financial October 2004 - August 2011
AIG Risk Finance March 2004 - October 2004
Employers Reassurance December 1997 - March 2004
Sun Life Financial December 1992 - December 1997
Paul Revere Insurance Group June 1988 - December 1992
Education
Colgate University 1984 — 1988
BA, Mathematics
Pacific Life Re September 2011 - Present
Manulife Financial October 2004 - August 2011
AIG Risk Finance March 2004 - October 2004
Employers Reassurance December 1997 - March 2004
Sun Life Financial December 1992 - December 1997
Paul Revere Insurance Group June 1988 - December 1992
Education
Colgate University 1984 — 1988
BA, Mathematics
Madeline Figueiredo Madeline Figueiredo's Sun Life Financial Experience August 2002 - December 2004
Job Medical Practice Professional
Industry Medical Practice
Experience
Seeking New Opportunity August 2015 - Present
Community VNA May 2013 - January 2015
University Gastroenterology LLC May 2006 - November 2012
ADP December 2004 - May 2006
Sun Life Financial August 2002 - December 2004
Skills
Bilingual-English/Spanis..., Dependable Team Player, Hardwork, Flexible to Change, Multi Tasking, Committed to..., Committed to Customer..., Organizational..., Highly detail oriented, Outstanding time..., Computer Proficiency, Organizational..., Highly personable, Grace Under Pressure, Problem Solving, Work in A Fast Paced..., Customer Service, Training, Microsoft Office, Communication, Healthcare, Team Leadership, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Customer Satisfaction, Management, Sales, Spanish, Time Management, Marketing, Public Speaking, Research, Process Improvement, Project Management, Team Building
Education
The Health Training Center 2005 — 2006
Certifications obtained, Clinical Assisting and Cardio Phlebotomy
Community College of Rhode Island 1996 — 1998
n/a, Business Administration and Management, General
Seeking New Opportunity August 2015 - Present
Community VNA May 2013 - January 2015
University Gastroenterology LLC May 2006 - November 2012
ADP December 2004 - May 2006
Sun Life Financial August 2002 - December 2004
Skills
Bilingual-English/Spanis..., Dependable Team Player, Hardwork, Flexible to Change, Multi Tasking, Committed to..., Committed to Customer..., Organizational..., Highly detail oriented, Outstanding time..., Computer Proficiency, Organizational..., Highly personable, Grace Under Pressure, Problem Solving, Work in A Fast Paced..., Customer Service, Training, Microsoft Office, Communication, Healthcare, Team Leadership, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Customer Satisfaction, Management, Sales, Spanish, Time Management, Marketing, Public Speaking, Research, Process Improvement, Project Management, Team Building
Education
The Health Training Center 2005 — 2006
Certifications obtained, Clinical Assisting and Cardio Phlebotomy
Community College of Rhode Island 1996 — 1998
n/a, Business Administration and Management, General
Ahmed Seif Hussein Ahmed Seif Hussein's Sun Life Financial Experience February 2014 - Present
Job Business Systems Consultant at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial February 2014 - Present
Tim Hortons June 2013 - January 2014
Loblaw Companies Limited August 2010 - June 2013
Loblaw Companies Limited April 2009 - August 2010
Career Management Services Concordia University 2007 - 2008
Skills
Business Analysis, Business Process, Process Improvement, Retail, Problem Solving, Systems Analysis, Business Process..., Visio, SDLC, SAP, IT Strategy, Teamwork, Customer Service, Business Process Design, Business Process Mapping, Management, Change Management, Requirements Gathering, Requirements Analysis, Databases, Business Intelligence, Software Documentation, Business Requirements, Vendor Management, SharePoint, PMP, MS Project, User Acceptance Testing, ERP, PMO, Software Project..., Project Portfolio..., Information Technology, Analysis, Integration, IT Management, Project Delivery, Consulting, Agile Project Management, Risk Management
Education
Concordia University 2007 — 2009
B.COMM, MIS
Sun Life Financial February 2014 - Present
Tim Hortons June 2013 - January 2014
Loblaw Companies Limited August 2010 - June 2013
Loblaw Companies Limited April 2009 - August 2010
Career Management Services Concordia University 2007 - 2008
Skills
Business Analysis, Business Process, Process Improvement, Retail, Problem Solving, Systems Analysis, Business Process..., Visio, SDLC, SAP, IT Strategy, Teamwork, Customer Service, Business Process Design, Business Process Mapping, Management, Change Management, Requirements Gathering, Requirements Analysis, Databases, Business Intelligence, Software Documentation, Business Requirements, Vendor Management, SharePoint, PMP, MS Project, User Acceptance Testing, ERP, PMO, Software Project..., Project Portfolio..., Information Technology, Analysis, Integration, IT Management, Project Delivery, Consulting, Agile Project Management, Risk Management
Education
Concordia University 2007 — 2009
B.COMM, MIS
John Lyng John Lyng's Sun Life Financial Experience June 2012 - December 2014
Job Technical Business Analyst at BMO Nesbitt Burns
Industry Information Technology and Services
Experience
Sun Life Financial June 2012 - December 2014
BMO Nesbitt Burns September 2008 - February 2012
Bank of Montreal October 2007 - January 2008
The Nielsen Company July 2006 - September 2007
Agora Consulting Partners January 2005 - March 2006
TD Bank March 2004 - December 2004
Agora Consulting Partners January 2003 - November 2003
Sage Information Consultants March 2000 - November 2002
City of Toronto December 1997 - March 2000
Sage Information Consultants October 1997 - November 1997
Skills
VBA, SQL Server, Access, SharePoint, C#, Quality Assurance, Business Analysis, Requirements Analysis, SQL, SDLC, MS Project, Visual Basic, .NET, User Acceptance Testing, XML, VB.NET, Requirements Gathering, Analysis, Software Development, Databases, Visual Studio, Integration, Application Development, Web Services, Documentation, VBScript, Reverse Engineering, Agile Methodologies, Testing, Visio, Microsoft SQL Server, Software Documentation
Education
York University 1987 — 1990
Economics
Carleton University 1981 — 1985
Economics
Concordia University 1967 — 1971
B.Sc., Physics
Sun Life Financial June 2012 - December 2014
BMO Nesbitt Burns September 2008 - February 2012
Bank of Montreal October 2007 - January 2008
The Nielsen Company July 2006 - September 2007
Agora Consulting Partners January 2005 - March 2006
TD Bank March 2004 - December 2004
Agora Consulting Partners January 2003 - November 2003
Sage Information Consultants March 2000 - November 2002
City of Toronto December 1997 - March 2000
Sage Information Consultants October 1997 - November 1997
Skills
VBA, SQL Server, Access, SharePoint, C#, Quality Assurance, Business Analysis, Requirements Analysis, SQL, SDLC, MS Project, Visual Basic, .NET, User Acceptance Testing, XML, VB.NET, Requirements Gathering, Analysis, Software Development, Databases, Visual Studio, Integration, Application Development, Web Services, Documentation, VBScript, Reverse Engineering, Agile Methodologies, Testing, Visio, Microsoft SQL Server, Software Documentation
Education
York University 1987 — 1990
Economics
Carleton University 1981 — 1985
Economics
Concordia University 1967 — 1971
B.Sc., Physics
Andrew Norton, CIMA®'s Sun Life Financial Experience 2000 - 2001
Job Managing Director, Institutional Distribution at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
John Hancock Investments January 2009 - Present
John Hancock Funds, LLC March 2007 - January 2009
Guardian Life Insurance July 2002 - March 2007
Sun Life Financial 2000 - 2001
Sun Life Financial 2000 - 2001
Skills
Mutual Funds, Series 63, Series 6, Alternative Investments, 401k, Investments, Separately Managed..., Securities, Retirement Planning, Retirement, Series 24, Series 65, Investment Strategies, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
College of the Holy Cross
BA, Sociology
Audrey Theriault Audrey Theriault's Sun Life Financial Experience November 2002 - January 2004
Job Advisor, Treasury Funding and Investor Relations
Industry Banking
Experience
Desjardins September 2014 - Present
Desjardins April 2012 - September 2014
National Bank of Canada April 2008 - April 2012
NBDB January 2004 - April 2008
Sun Life Financial November 2002 - January 2004
PRG Schultz July 2002 - September 2002
Skills
English, French, Securities, Bonds, Excel, Customer Service, Funding, Word, PowerPoint, Microsoft Office, Essbase, Outlook, Fixed Income, Equities, Investments, Teamwork, Problem Solving, Finance, Liquidity Risk, Structured Products, Banking, Basel III, Bloomberg, Derivatives, Risk Management, Capital Markets, Portfolio Management, International Finance, International Business
Education
Concordia University 1998 — 2002
Bachelor of Commerce, Major in Finance
College Bourget
College Marie-Victorin
Desjardins September 2014 - Present
Desjardins April 2012 - September 2014
National Bank of Canada April 2008 - April 2012
NBDB January 2004 - April 2008
Sun Life Financial November 2002 - January 2004
PRG Schultz July 2002 - September 2002
Skills
English, French, Securities, Bonds, Excel, Customer Service, Funding, Word, PowerPoint, Microsoft Office, Essbase, Outlook, Fixed Income, Equities, Investments, Teamwork, Problem Solving, Finance, Liquidity Risk, Structured Products, Banking, Basel III, Bloomberg, Derivatives, Risk Management, Capital Markets, Portfolio Management, International Finance, International Business
Education
Concordia University 1998 — 2002
Bachelor of Commerce, Major in Finance
College Bourget
College Marie-Victorin
Elizabeth Pascale's Sun Life Financial Experience September 2011 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Sun Life Financial September 2011 - Present
Primerica Financial Service Ltd. November 1999 - September 2011
Service d'urgence Medic 1984 - 2011
Skills
Financial Planning, Mutual Funds, Wealth Management, Insurance, Retirement Planning, Investments, Retirement, Customer Service, Financial Services, Financial Analysis, Coaching, Fixed Annuities, Emergency Medical, Life Insurance, Investment Strategies, Team Building, Estate Planning, Strategic Planning, Paramedic, Portfolio Management, Strategic Financial..., First Aid, Cpr Certified, Medicine, Critical Illness, Team Leadership, First Responder, Finance, AED
Education
New Hampshire Technical Institute 1982 — 1984
associate degree, Emergency Medical Care
Concordia University 1980 — 1982
Vanier College 1976 — 1978
Registered Nursing/Registered Nurse
Sun Life Financial September 2011 - Present
Primerica Financial Service Ltd. November 1999 - September 2011
Service d'urgence Medic 1984 - 2011
Skills
Financial Planning, Mutual Funds, Wealth Management, Insurance, Retirement Planning, Investments, Retirement, Customer Service, Financial Services, Financial Analysis, Coaching, Fixed Annuities, Emergency Medical, Life Insurance, Investment Strategies, Team Building, Estate Planning, Strategic Planning, Paramedic, Portfolio Management, Strategic Financial..., First Aid, Cpr Certified, Medicine, Critical Illness, Team Leadership, First Responder, Finance, AED
Education
New Hampshire Technical Institute 1982 — 1984
associate degree, Emergency Medical Care
Concordia University 1980 — 1982
Vanier College 1976 — 1978
Registered Nursing/Registered Nurse
Daniela Sarbu Daniela Sarbu's Sun Life Financial Experience 2007 - 2008
Job Business Planning and Analysis Analyst at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
CGI March 2008 - November 2014
Sun Life Financial 2007 - 2008
Fusiotronik 2000 - 2007
Skills
Sarbanes-Oxley Act, Hyperion Enterprise, Accounting, Financial Reporting, PeopleSoft, Analysis, Financial Analysis, Business Process, Business Analysis, ERP, Financial Modeling, Business Process..., Business Intelligence, Process Improvement
Education
Concordia University 1998 — 2002
Bachelor, Commerce, Major in Accounting
Universitatea Transilvania din Brașov
Bachelor of Engineering, Engineering
Citi December 2014 - Present
CGI March 2008 - November 2014
Sun Life Financial 2007 - 2008
Fusiotronik 2000 - 2007
Skills
Sarbanes-Oxley Act, Hyperion Enterprise, Accounting, Financial Reporting, PeopleSoft, Analysis, Financial Analysis, Business Process, Business Analysis, ERP, Financial Modeling, Business Process..., Business Intelligence, Process Improvement
Education
Concordia University 1998 — 2002
Bachelor, Commerce, Major in Accounting
Universitatea Transilvania din Brașov
Bachelor of Engineering, Engineering
Hussain Abbas, MSc Hussain Abbas, MSc's Sun Life Financial Experience June 2008 - August 2008
Job Experienced Applied Mathematician, Financial Engineer, and Actuary
Industry Internet
Experience
Touch of Modern June 2015 - Present
Priceline.com September 2014 - May 2015
Comcast March 2014 - September 2014
Professors Without Borders June 2008 - March 2014
Private Client in Consumer Finance May 2013 - February 2014
The AmeriHealth Mercy Family of Companies May 2012 - April 2013
Executive Health Resources August 2011 - April 2012
Apex Management Group June 2009 - August 2009
Sun Life Financial June 2008 - August 2008
Skills
VBA, SAS, Quantitative Finance, Matlab, C++, Cluster Analysis, R, Predictive Modeling, Artificial Neural..., Data Mining, Financial Engineering, Monte Carlo Simulation, Derivatives, Financial Modeling, SQL Server, Microsoft Office, Trading Systems, Options, Leadership, Corporate Strategy..., Finacial Management, Actuarial Science, Business Intelligence, Time Series Analysis, SQL, Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2010
Masters, Financial Engineering
Temple University - Fox School of Business and Management 2005 — 2009
Undergraduate, Actuarial Science
Community College of Philadelphia 2003 — 2005
Associate, Science
Touch of Modern June 2015 - Present
Priceline.com September 2014 - May 2015
Comcast March 2014 - September 2014
Professors Without Borders June 2008 - March 2014
Private Client in Consumer Finance May 2013 - February 2014
The AmeriHealth Mercy Family of Companies May 2012 - April 2013
Executive Health Resources August 2011 - April 2012
Apex Management Group June 2009 - August 2009
Sun Life Financial June 2008 - August 2008
Skills
VBA, SAS, Quantitative Finance, Matlab, C++, Cluster Analysis, R, Predictive Modeling, Artificial Neural..., Data Mining, Financial Engineering, Monte Carlo Simulation, Derivatives, Financial Modeling, SQL Server, Microsoft Office, Trading Systems, Options, Leadership, Corporate Strategy..., Finacial Management, Actuarial Science, Business Intelligence, Time Series Analysis, SQL, Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2010
Masters, Financial Engineering
Temple University - Fox School of Business and Management 2005 — 2009
Undergraduate, Actuarial Science
Community College of Philadelphia 2003 — 2005
Associate, Science
Tracy Giffen Tracy Giffen's Sun Life Financial Experience March 2010 - January 2012
Job VP, National Accounts at First Trust
Industry Financial Services
Experience
First Trust Portfolios 2012 - Present
Sun Life Financial March 2010 - January 2012
ING USA ANNUITY & LIFE INSURANCE COMPANY July 2007 - March 2010
Allianz Life of North America 2005 - 2007
MFS INVESTMENT MANAGEMENT, Boston, MA December 1999 - December 2004
KEMPER/SCUDDER DISTRIBUTORS, INC, Chicago, IL August 1996 - December 1999
LASALLE FINANCIAL SERVICES, Chicago, IL January 1992 - August 1996
Skills
National Account..., Mutual Funds, Securities, Insurance, New Business Development, Series 7, Series 63, Consultative Selling, Retirement, 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management, Awesomeness, Banking, Bonds, ETFs, Employee Benefits, Equities, Estate Planning, FINRA, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Separately Managed..., Selling, Series 24, Series 65, Strategic Financial..., Variable Annuities
Education
College of DuPage
First Trust Portfolios 2012 - Present
Sun Life Financial March 2010 - January 2012
ING USA ANNUITY & LIFE INSURANCE COMPANY July 2007 - March 2010
Allianz Life of North America 2005 - 2007
MFS INVESTMENT MANAGEMENT, Boston, MA December 1999 - December 2004
KEMPER/SCUDDER DISTRIBUTORS, INC, Chicago, IL August 1996 - December 1999
LASALLE FINANCIAL SERVICES, Chicago, IL January 1992 - August 1996
Skills
National Account..., Mutual Funds, Securities, Insurance, New Business Development, Series 7, Series 63, Consultative Selling, Retirement, 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management, Awesomeness, Banking, Bonds, ETFs, Employee Benefits, Equities, Estate Planning, FINRA, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Separately Managed..., Selling, Series 24, Series 65, Strategic Financial..., Variable Annuities
Education
College of DuPage
Valerie Shannon Valerie Shannon's Sun Life Financial Experience November 2010 - July 2011
Job AVP Digital Sales at TD
Industry Financial Services
Experience
TD June 2014 - Present
TD September 2013 - June 2014
TD Bank Group July 2011 - September 2013
Sun Life Financial November 2010 - July 2011
Sun Life Financial August 2004 - August 2006
Sun Life Financial 2001 - 2004
Cap Gemini Ernst & Young 2000 - 2001
Sun Life Financial 1996 - 2000
Skills
Program Management, Project Planning, Strategic Planning, Cross-functional Team..., Product Management, Business Analysis, Strategy, Project Management, Management, Business Development, Leadership, Integration, Product Marketing, Team Building, Analysis, CRM, Team Management, Business Process, Budgets, Vendor Management, PMO, Change Management, Business Process..., Process Improvement, Mergers & Acquisitions, Software Documentation, Enterprise Software, Web Analytics, Risk Management, Project Portfolio..., Business Requirements
Education
Concordia University
Bachelor, Accounting & Marketing
TD June 2014 - Present
TD September 2013 - June 2014
TD Bank Group July 2011 - September 2013
Sun Life Financial November 2010 - July 2011
Sun Life Financial August 2004 - August 2006
Sun Life Financial 2001 - 2004
Cap Gemini Ernst & Young 2000 - 2001
Sun Life Financial 1996 - 2000
Skills
Program Management, Project Planning, Strategic Planning, Cross-functional Team..., Product Management, Business Analysis, Strategy, Project Management, Management, Business Development, Leadership, Integration, Product Marketing, Team Building, Analysis, CRM, Team Management, Business Process, Budgets, Vendor Management, PMO, Change Management, Business Process..., Process Improvement, Mergers & Acquisitions, Software Documentation, Enterprise Software, Web Analytics, Risk Management, Project Portfolio..., Business Requirements
Education
Concordia University
Bachelor, Accounting & Marketing
Vikki Jacobs Vikki Jacobs's Sun Life Financial Experience June 2013 - January 2015
Job Executive Assistant
Industry Financial Services
Experience
Sun Life Financial June 2013 - January 2015
Sun Life Financial November 2010 - June 2013
SUN LIFE FINANCIAL May 2007 - October 2010
Ripple Affects Productions January 2003 - May 2007
SUN LIFE FINANCIAL January 1996 - December 2002
Sun Life Financial January 1992 - January 1996
Skills
PowerPoint templates,..., Adobe Photoshop, Event Planning and..., Customer Service, Photoshop, Social Networking, Microsoft Excel, PowerPoint, Event Planning, Management, Business Development, Interviews, Teamwork, Time Management, Leadership, Recruiting, Insurance
Education
Concordia University 1979 — 1982
Other, General Studies
McGill University 1974 — 1978
General Studies
Sun Life Financial June 2013 - January 2015
Sun Life Financial November 2010 - June 2013
SUN LIFE FINANCIAL May 2007 - October 2010
Ripple Affects Productions January 2003 - May 2007
SUN LIFE FINANCIAL January 1996 - December 2002
Sun Life Financial January 1992 - January 1996
Skills
PowerPoint templates,..., Adobe Photoshop, Event Planning and..., Customer Service, Photoshop, Social Networking, Microsoft Excel, PowerPoint, Event Planning, Management, Business Development, Interviews, Teamwork, Time Management, Leadership, Recruiting, Insurance
Education
Concordia University 1979 — 1982
Other, General Studies
McGill University 1974 — 1978
General Studies
Benjamin Wenger Benjamin Wenger's Sun Life Financial Experience January 2011 - June 2011
Job Sales Representative at Silver Star MercedesBenz Montreal
Industry Financial Services
Experience
Silver Star Mercedes-Benz July 2011 - Present
Sun Life Financial January 2011 - June 2011
Wenger's Limited June 2008 - January 2011
Skills
Negotiation, Sales, Customer Service, Disability Insurance, Retail, Sales Management, Vehicles, Customer Satisfaction, Marketing Strategy, Automotive, Marketing, Management, Team Leadership, Product Development
Education
Concordia University 2005 — 2009
BA, History
Dawson College 2003 — 2005
Social Science, Law and Society
Silver Star Mercedes-Benz July 2011 - Present
Sun Life Financial January 2011 - June 2011
Wenger's Limited June 2008 - January 2011
Skills
Negotiation, Sales, Customer Service, Disability Insurance, Retail, Sales Management, Vehicles, Customer Satisfaction, Marketing Strategy, Automotive, Marketing, Management, Team Leadership, Product Development
Education
Concordia University 2005 — 2009
BA, History
Dawson College 2003 — 2005
Social Science, Law and Society
Gideon Akande's Sun Life Financial Experience July 2006 - January 2010
Job Certified Personal Trainer and Group Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Men's Health / Rodale Inc. August 2015 - Present
Independent Personal Trainer and Fitness Instructor April 2013 - Present
Various Companies 2010 - Present
Various Organizations and Teams 1998 - Present
Equinox November 2010 - April 2013
Sun Life Financial July 2006 - January 2010
Skills
Personal Training, Fitness Training, Fitness Instruction, Sports Coaching, Strength Training, Strength & Conditioning, Fitness Modeling, Sports, Fitness, Sales, Endurance, Operant Conditioning, Training, Wellness, Athletics, Public Speaking, Sports Nutrition, Athletic Training, Weight Training
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Men's Health / Rodale Inc. August 2015 - Present
Independent Personal Trainer and Fitness Instructor April 2013 - Present
Various Companies 2010 - Present
Various Organizations and Teams 1998 - Present
Equinox November 2010 - April 2013
Sun Life Financial July 2006 - January 2010
Skills
Personal Training, Fitness Training, Fitness Instruction, Sports Coaching, Strength Training, Strength & Conditioning, Fitness Modeling, Sports, Fitness, Sales, Endurance, Operant Conditioning, Training, Wellness, Athletics, Public Speaking, Sports Nutrition, Athletic Training, Weight Training
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Stephanie Govatsos Candon Stephanie Govatsos Candon's Sun Life Financial Experience August 1993 - July 2004
Job Senior Vice President, Human Capital Practice at Willis
Industry Insurance
Experience
Willis July 2004 - Present
Willis January 2010 - December 2010
Sun Life Financial August 1993 - July 2004
Skills
Employee Benefits, Workers Compensation, Benefits Administration, Sales, Management, Employee Relations, Personnel Management, Healthcare, Executive Pay, Organizational..., Underwriting, Strategy, Performance Management, Process Improvement, Health Insurance
Education
College of the Holy Cross 1988 — 1992
Canton High School 1984 — 1988
High School
Willis July 2004 - Present
Willis January 2010 - December 2010
Sun Life Financial August 1993 - July 2004
Skills
Employee Benefits, Workers Compensation, Benefits Administration, Sales, Management, Employee Relations, Personnel Management, Healthcare, Executive Pay, Organizational..., Underwriting, Strategy, Performance Management, Process Improvement, Health Insurance
Education
College of the Holy Cross 1988 — 1992
Canton High School 1984 — 1988
High School
Charlotte Holler Charlotte Holler's Sun Life Financial Experience August 2012 - March 2013
Job Senior Analyst at Towers Watson
Industry Human Resources
Experience
Towers Watson March 2013 - Present
Sun Life Financial August 2012 - March 2013
Sun Life Financial May 2010 - March 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial Distributors August 2010 - August 2011
ReadBoston June 2009 - August 2010
Skills
Microsoft Office, Microsoft Access, Public Speaking, Budget, Access, Event Planning, Program Management, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Research, Budgets, Analysis, Leadership
Education
College of the Holy Cross 2006 — 2010
Bachelors, Sociology, Economics
Towers Watson March 2013 - Present
Sun Life Financial August 2012 - March 2013
Sun Life Financial May 2010 - March 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial Distributors August 2010 - August 2011
ReadBoston June 2009 - August 2010
Skills
Microsoft Office, Microsoft Access, Public Speaking, Budget, Access, Event Planning, Program Management, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Research, Budgets, Analysis, Leadership
Education
College of the Holy Cross 2006 — 2010
Bachelors, Sociology, Economics
Roberta Ruel's Sun Life Financial Experience January 2007 - Present
Job Head of Brand Marketing at Sun Life (Brand Strategy, Advertising, Digital Marketing, PR)
Industry Marketing and Advertising
Experience
Sun Life Financial January 2007 - Present
John Hancock Financial Services July 1996 - December 2006
Cohn Godley Norwood 1992 - 1996
Skills
Graphic Design, Marketing Strategy, Print Production, Account Management, Brand Development, Conferences, Mutual Funds, Annuities, Agency Relations, Public Relations, Corporate Sponsorships, Advertising, Integrated Marketing, Social Media, Product Marketing, Digital Marketing, Business Strategy, Creative Strategy, Marketing Communications, Social Media Marketing, Online Marketing, Competitive Analysis, Direct Marketing, Direct Mail, Team Building, Brand Awareness, Management, Copywriting, Lead Generation, Team Leadership, Leadership, Brand Management, Email Marketing, Sponsorship, Marketing, Insurance
Education
College of Our Lady of the Elms 1986 — 1990
BA, Marketing
Cathedral High School 1982 — 1986
High School Degree, College Prep
Sun Life Financial January 2007 - Present
John Hancock Financial Services July 1996 - December 2006
Cohn Godley Norwood 1992 - 1996
Skills
Graphic Design, Marketing Strategy, Print Production, Account Management, Brand Development, Conferences, Mutual Funds, Annuities, Agency Relations, Public Relations, Corporate Sponsorships, Advertising, Integrated Marketing, Social Media, Product Marketing, Digital Marketing, Business Strategy, Creative Strategy, Marketing Communications, Social Media Marketing, Online Marketing, Competitive Analysis, Direct Marketing, Direct Mail, Team Building, Brand Awareness, Management, Copywriting, Lead Generation, Team Leadership, Leadership, Brand Management, Email Marketing, Sponsorship, Marketing, Insurance
Education
College of Our Lady of the Elms 1986 — 1990
BA, Marketing
Cathedral High School 1982 — 1986
High School Degree, College Prep
Glen Bergen Glen Bergen's Sun Life Financial Experience March 2010 - Present
Job Director at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial March 2010 - Present
Labtronics June 2009 - March 2010
Microsoft February 2008 - June 2009
Microsoft July 2004 - February 2008
Microsoft July 2000 - June 2004
Skills
Enterprise Software, CRM, ITIL, Enterprise Architecture, Management, Change Management, Leadership, Security, Software Documentation, Consulting, Professional Services, Strategic Planning
Education
Concordia University 1992 — 1993
History Honours
University of Toronto - Victoria University 1991 — 1993
History, History
Sun Life Financial March 2010 - Present
Labtronics June 2009 - March 2010
Microsoft February 2008 - June 2009
Microsoft July 2004 - February 2008
Microsoft July 2000 - June 2004
Skills
Enterprise Software, CRM, ITIL, Enterprise Architecture, Management, Change Management, Leadership, Security, Software Documentation, Consulting, Professional Services, Strategic Planning
Education
Concordia University 1992 — 1993
History Honours
University of Toronto - Victoria University 1991 — 1993
History, History
Claude Poulet Claude Poulet's Sun Life Financial Experience May 1998 - June 2009
Job Application Software Development Manager at Bank of Montreal
Industry Investment Banking
Experience
BMO Capital Markets May 2009 - Present
Sun Life Financial May 1998 - June 2009
Skills
Grande capacité à..., Capacité à motiver le..., Sens de l’organisation..., Obtention du certificat..., Leadership, intérêt à..., Coaching et évaluation...
Education
Concordia University 1992 — 1997
MBA, Finance
McGill University 1981 — 1995
Bachelor, Computer Science
BMO Capital Markets May 2009 - Present
Sun Life Financial May 1998 - June 2009
Skills
Grande capacité à..., Capacité à motiver le..., Sens de l’organisation..., Obtention du certificat..., Leadership, intérêt à..., Coaching et évaluation...
Education
Concordia University 1992 — 1997
MBA, Finance
McGill University 1981 — 1995
Bachelor, Computer Science
Ben Hubbell Ben Hubbell's Sun Life Financial Experience May 1999 - April 2000
Job Sales Consultant at Linedata
Industry Financial Services
Experience
Linedata January 2014 - Present
Linedata March 2013 - January 2014
Linedata November 2011 - March 2013
Linedata Services May 2010 - November 2011
Linedata Services May 2004 - May 2010
Eze Castle Software April 2003 - May 2004
Eze Castle Software April 2000 - April 2003
Sun Life Financial May 1999 - April 2000
Skills
Business Analysis, Trading Systems, Requirements Gathering, Equities, Financial Services, SQL, Microsoft SQL Server, Order Management, Electronic Trading, Requirements Analysis, Fixed Income, Integration, Risk Management, Back Office, Hedge Funds, Project Management, Market Data, Derivatives, Asset Management, Portfolio Management, Asset Managment, SDLC, SQL Server, Pre-sales, Sales Process, Demonstration Skills, Technical Presentations, Wealth Management..., Buy-side
Education
Colgate University 1995 — 1999
BA, History
Austin Preparatory School 1988 — 1995
High School
Linedata January 2014 - Present
Linedata March 2013 - January 2014
Linedata November 2011 - March 2013
Linedata Services May 2010 - November 2011
Linedata Services May 2004 - May 2010
Eze Castle Software April 2003 - May 2004
Eze Castle Software April 2000 - April 2003
Sun Life Financial May 1999 - April 2000
Skills
Business Analysis, Trading Systems, Requirements Gathering, Equities, Financial Services, SQL, Microsoft SQL Server, Order Management, Electronic Trading, Requirements Analysis, Fixed Income, Integration, Risk Management, Back Office, Hedge Funds, Project Management, Market Data, Derivatives, Asset Management, Portfolio Management, Asset Managment, SDLC, SQL Server, Pre-sales, Sales Process, Demonstration Skills, Technical Presentations, Wealth Management..., Buy-side
Education
Colgate University 1995 — 1999
BA, History
Austin Preparatory School 1988 — 1995
High School
Edgardo Poce, B. Comm Edgardo Poce, B. Comm's Sun Life Financial Experience Financial Service RepresentativeCIBC2004 - 2010
Job Financial Security Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Financial Service RepresentativeCIBC2004 - 2010
Education
Concordia University 2006 — 2010
Commerce, Finance
Royal West Academy 1995 — 2000
Sun Life Financial Financial Service RepresentativeCIBC2004 - 2010
Education
Concordia University 2006 — 2010
Commerce, Finance
Royal West Academy 1995 — 2000
Karim M Karim M's Sun Life Financial Experience April 2013 - May 2014
Job QA Lead. Senior QA Analyst, Looking for New Opportunities
Industry Computer Software
Experience
Emera Energy (Nova Scotia Power) January 2015 - March 2015
Sun Life Financial April 2013 - May 2014
Rogers Communications August 2011 - May 2012
Rogers Communications August 2011 - May 2012
Global October 2010 - December 2011
H2 Central Marketing & Communications June 2011 - June 2011
MTS Allstream July 2010 - October 2010
Belairdirect March 2010 - May 2010
MPAC July 2008 - December 2009
Honda Canada Finance Inc. May 2008 - July 2008
Skills
QTP, Quality Center, Regression Testing, Test Automation, Test Cases, Performance Testing, Test Execution, Test Planning, Test Management, User Acceptance Testing, Manual Testing, System Testing, Agile Methodologies, SDLC, WinRunner, Test Strategy, VBScript, QA Lead, Teaching Manual Testing..., Automation, Defect Tracking, Integration, Analysis, SQL, Business Requirements, Functional Testing, Black Box Testing, Requirements Analysis, System Integration..., Business Process, SharePoint, Requirements Gathering, Integration Testing, Oracle, HP Quality Center, HP QTP
Education
Global Knowledge 2013 — 2013
Certificate, Risk Management and Risk Based Testing
Software Certifications QAI Global Institute 2015 — 2015
ISTQB, ISTQB in Progress
COMPACT Telecom Network Solution 2000 — 2000
certification, WIN INS Prepay, WIN MCP Gateway Operation & Administration
Delta College (Montreal) 1993 — 1994
Diploma, Programmer Analyst
Concordia University 1984 — 1985
Bachelor, Bachelor of Commerce - Major in Data processing
Herzing Institute - 1983 — 1983
Diploma, Programmer
Emera Energy (Nova Scotia Power) January 2015 - March 2015
Sun Life Financial April 2013 - May 2014
Rogers Communications August 2011 - May 2012
Rogers Communications August 2011 - May 2012
Global October 2010 - December 2011
H2 Central Marketing & Communications June 2011 - June 2011
MTS Allstream July 2010 - October 2010
Belairdirect March 2010 - May 2010
MPAC July 2008 - December 2009
Honda Canada Finance Inc. May 2008 - July 2008
Skills
QTP, Quality Center, Regression Testing, Test Automation, Test Cases, Performance Testing, Test Execution, Test Planning, Test Management, User Acceptance Testing, Manual Testing, System Testing, Agile Methodologies, SDLC, WinRunner, Test Strategy, VBScript, QA Lead, Teaching Manual Testing..., Automation, Defect Tracking, Integration, Analysis, SQL, Business Requirements, Functional Testing, Black Box Testing, Requirements Analysis, System Integration..., Business Process, SharePoint, Requirements Gathering, Integration Testing, Oracle, HP Quality Center, HP QTP
Education
Global Knowledge 2013 — 2013
Certificate, Risk Management and Risk Based Testing
Software Certifications QAI Global Institute 2015 — 2015
ISTQB, ISTQB in Progress
COMPACT Telecom Network Solution 2000 — 2000
certification, WIN INS Prepay, WIN MCP Gateway Operation & Administration
Delta College (Montreal) 1993 — 1994
Diploma, Programmer Analyst
Concordia University 1984 — 1985
Bachelor, Bachelor of Commerce - Major in Data processing
Herzing Institute - 1983 — 1983
Diploma, Programmer
Daniel Y. Herrmann, CLU Daniel Y. Herrmann, CLU's Sun Life Financial Experience January 2001 - July 2002
Job AVP | Sr.Business Development Officer, AFCO Credit Corp. / BB&T Company
Industry Insurance
Experience
BB&T July 2012 - Present
Allstate October 2011 - July 2012
Metropolitan Life Insurance Company January 2006 - July 2011
Metropolitan Life Insurance Company August 2004 - January 2006
Metropolitan Life Insurance Company July 2002 - August 2004
Sun Life Financial January 2001 - July 2002
Metropolitan Life Insurance Company January 1998 - January 2001
Skills
New Business Development, Key Account Management, Affinity Business..., C level sales..., Sales Management, B2B Sales and Marketing, B2C Sales and Marketing, Sales Skills Training, Licensed Insurance..., Employee Benefits, Sales, Property & Casualty..., Salesforce.com, Brokers, Insurance, Business Development, B2B, Selling Skills, Sales Operations, Account Management, Underwriting, Selling, Marketing, Management, Leadership, Training, Coaching, Customer Retention, Commercial Insurance, Health Insurance, Sales Presentations, Risk Management, Financial Services, Relationship Management, CRM, Life Insurance, Lead Generation, Disability Insurance, Cold Calling, Negotiation, Strategy, Finance, Small Business, Program Management, Executive Management, Strategic Partnerships, Business Planning, Sales Process, Retirement, 401k
Education
The American College
CLU, Chartered Life Underwriter
Columbia College Chicago
Volunteer, On Camera Film - Talent/Actor
Loyola University Chicago
Junior year abroad, Rome, Italy, European History
Tulane University
BA, History
BB&T July 2012 - Present
Allstate October 2011 - July 2012
Metropolitan Life Insurance Company January 2006 - July 2011
Metropolitan Life Insurance Company August 2004 - January 2006
Metropolitan Life Insurance Company July 2002 - August 2004
Sun Life Financial January 2001 - July 2002
Metropolitan Life Insurance Company January 1998 - January 2001
Skills
New Business Development, Key Account Management, Affinity Business..., C level sales..., Sales Management, B2B Sales and Marketing, B2C Sales and Marketing, Sales Skills Training, Licensed Insurance..., Employee Benefits, Sales, Property & Casualty..., Salesforce.com, Brokers, Insurance, Business Development, B2B, Selling Skills, Sales Operations, Account Management, Underwriting, Selling, Marketing, Management, Leadership, Training, Coaching, Customer Retention, Commercial Insurance, Health Insurance, Sales Presentations, Risk Management, Financial Services, Relationship Management, CRM, Life Insurance, Lead Generation, Disability Insurance, Cold Calling, Negotiation, Strategy, Finance, Small Business, Program Management, Executive Management, Strategic Partnerships, Business Planning, Sales Process, Retirement, 401k
Education
The American College
CLU, Chartered Life Underwriter
Columbia College Chicago
Volunteer, On Camera Film - Talent/Actor
Loyola University Chicago
Junior year abroad, Rome, Italy, European History
Tulane University
BA, History
Cathy Yee, CHRP Cathy Yee, CHRP's Sun Life Financial Experience August 2013 - June 2014
Job Career Advisor Desautels Faculty of Management at McGill University
Industry Higher Education
Experience
McGill University July 2014 - Present
Sun Life Financial August 2013 - June 2014
Sun Life Financial August 2010 - August 2013
PricewaterhouseCoopers January 2010 - July 2010
PricewaterhouseCoopers May 2008 - August 2008
Staples October 2004 - December 2007
Skills
Recruiting, Human Resources, Employee Relations, Customer Service, Employee Benefits, Coaching, Performance Management, Employee Training, Onboarding, Talent Management, Interviews, Teamwork, Talent Acquisition, HRIS
Education
McGill University 2010 — 2012
Graduate Diploma, Human Resources Management
Concordia University 2009 — 2010
Chartered Accountancy Program
McGill University 2006 — 2009
Bachelor of Commerce, Major in Accounting, Concentration in Human Resources Management/Organizational Behaviour
McGill University July 2014 - Present
Sun Life Financial August 2013 - June 2014
Sun Life Financial August 2010 - August 2013
PricewaterhouseCoopers January 2010 - July 2010
PricewaterhouseCoopers May 2008 - August 2008
Staples October 2004 - December 2007
Skills
Recruiting, Human Resources, Employee Relations, Customer Service, Employee Benefits, Coaching, Performance Management, Employee Training, Onboarding, Talent Management, Interviews, Teamwork, Talent Acquisition, HRIS
Education
McGill University 2010 — 2012
Graduate Diploma, Human Resources Management
Concordia University 2009 — 2010
Chartered Accountancy Program
McGill University 2006 — 2009
Bachelor of Commerce, Major in Accounting, Concentration in Human Resources Management/Organizational Behaviour
Blake Mosher Blake Mosher's Sun Life Financial Experience April 2011 - January 2012
Job Account Executive
Industry Insurance
Experience
Liazon February 2012 - Present
Sun Life Financial April 2011 - January 2012
Sun Life Financial December 2007 - January 2012
WVEI 1440 AM November 2006 - December 2007
WVEI 1440 AM September 2006 - December 2007
KKFN Sports Radio 950, The Fan September 2005 - September 2006
KKFN Sports Radio 950, The Fan September 2005 - September 2006
KKFN Sports Radio 950, The Fan December 2003 - September 2006
Skills
Retirement, Series 6, Life Insurance, Relationship Management, Series 63, Long-term Care, Long Term Care Insurance, Variable Annuities, Insurance, IRAs, Investments, Health Insurance, Asset Allocation, Employee Benefits, Securities, Life, Financial Services, Fixed Annuities, Accident, Disability Insurance
Education
Colorado State University 1999 — 2004
Bachelor of Arts, Technical Journalism
Liazon February 2012 - Present
Sun Life Financial April 2011 - January 2012
Sun Life Financial December 2007 - January 2012
WVEI 1440 AM November 2006 - December 2007
WVEI 1440 AM September 2006 - December 2007
KKFN Sports Radio 950, The Fan September 2005 - September 2006
KKFN Sports Radio 950, The Fan September 2005 - September 2006
KKFN Sports Radio 950, The Fan December 2003 - September 2006
Skills
Retirement, Series 6, Life Insurance, Relationship Management, Series 63, Long-term Care, Long Term Care Insurance, Variable Annuities, Insurance, IRAs, Investments, Health Insurance, Asset Allocation, Employee Benefits, Securities, Life, Financial Services, Fixed Annuities, Accident, Disability Insurance
Education
Colorado State University 1999 — 2004
Bachelor of Arts, Technical Journalism
Alisa Locricchio Alisa Locricchio's Sun Life Financial Experience July 2003 - April 2006
Job Manager, Human Capital at Deloitte Consulting LLP
Industry Insurance
Experience
Deloitte June 2015 - Present
Poms & Associates October 2012 - May 2015
Edgewood Partners Insurance Center (E.P.I.C.) July 2010 - October 2012
ArlenGroup July 2007 - July 2010
AIG April 2006 - July 2007
Sun Life Financial July 2003 - April 2006
Skills
Employee Benefits, Disability Insurance, Health Insurance, Underwriting, Insurance
Education
Colorado State University 1999 — 2003
Bachelors of Science, Finance & Real Estate
Richmond, The American International University in London 2001 — 2002
Finance
Deloitte June 2015 - Present
Poms & Associates October 2012 - May 2015
Edgewood Partners Insurance Center (E.P.I.C.) July 2010 - October 2012
ArlenGroup July 2007 - July 2010
AIG April 2006 - July 2007
Sun Life Financial July 2003 - April 2006
Skills
Employee Benefits, Disability Insurance, Health Insurance, Underwriting, Insurance
Education
Colorado State University 1999 — 2003
Bachelors of Science, Finance & Real Estate
Richmond, The American International University in London 2001 — 2002
Finance
Dan Lathrop Dan Lathrop's Sun Life Financial Experience July 2009 - June 2014
Job Partnerships at Liazon and Towers Watson's Group Exchanges
Industry Insurance
Experience
Towers Watson's OneExchange July 2015 - Present
Liazon June 2014 - Present
Sun Life Financial July 2009 - June 2014
Harleysville Insurance May 2008 - August 2008
Lathrop Insurance January 2007 - August 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Life Insurance, Underwriting, Microsoft Excel, Fixed Annuities, PowerPoint, Microsoft Office, Public Speaking, Leadership, Customer Service, Data Analysis, Employee Relations, Sales
Education
Westerly High School 2001 — 2005
Colgate University
BS, Philosophy
Towers Watson's OneExchange July 2015 - Present
Liazon June 2014 - Present
Sun Life Financial July 2009 - June 2014
Harleysville Insurance May 2008 - August 2008
Lathrop Insurance January 2007 - August 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Life Insurance, Underwriting, Microsoft Excel, Fixed Annuities, PowerPoint, Microsoft Office, Public Speaking, Leadership, Customer Service, Data Analysis, Employee Relations, Sales
Education
Westerly High School 2001 — 2005
Colgate University
BS, Philosophy
Tucker Gniewek Tucker Gniewek's Sun Life Financial Experience July 2011 - June 2013
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon July 2013 - Present
Sun Life Financial July 2011 - June 2013
Skills
Microsoft Office, Sales, Group Insurance, Private Insurance..., Defined Contribution, Employee Benefits, Customer Relations, Benefits Administration, Microsoft Excel, Strategic Planning, Microsoft Word, Leadership, PowerPoint, Access, Underwriting
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), History
Liazon July 2013 - Present
Sun Life Financial July 2011 - June 2013
Skills
Microsoft Office, Sales, Group Insurance, Private Insurance..., Defined Contribution, Employee Benefits, Customer Relations, Benefits Administration, Microsoft Excel, Strategic Planning, Microsoft Word, Leadership, PowerPoint, Access, Underwriting
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), History
Erin Lindsay Young's Sun Life Financial Experience August 2015 - Present
Job Employee Benefits Internal Sales Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial June 2014 - July 2015
Colgate University January 2013 - May 2014
Hamilton Central School January 2014 - April 2014
Colgate University August 2010 - November 2013
Circle C Ranch Academy June 2013 - August 2013
The Leukemia & Lymphoma Society May 2013 - August 2013
Colgate University January 2013 - May 2013
BENEFIT TITLE SERVICE LLC May 2012 - August 2012
YEARBOOK, SPORTS SECTION October 2011 - July 2012
Skills
Creativity Skills, Leadership, Sports, Time Management, Team Building, Social Media, Fundraising, PowerPoint, Research, Event Planning, Photography, Microsoft Office, Community Outreach, Microsoft Word, Microsoft Excel, Marketing, Photoshop Elements, Marketing Communications, Final Cut Pro
Education
Colgate University 2010 — 2014
Bachelor of Arts, Studio Art
BERKELEY PREPARATORY SCHOOL 2006 — 2010
Sun Life Financial August 2015 - Present
Sun Life Financial June 2014 - July 2015
Colgate University January 2013 - May 2014
Hamilton Central School January 2014 - April 2014
Colgate University August 2010 - November 2013
Circle C Ranch Academy June 2013 - August 2013
The Leukemia & Lymphoma Society May 2013 - August 2013
Colgate University January 2013 - May 2013
BENEFIT TITLE SERVICE LLC May 2012 - August 2012
YEARBOOK, SPORTS SECTION October 2011 - July 2012
Skills
Creativity Skills, Leadership, Sports, Time Management, Team Building, Social Media, Fundraising, PowerPoint, Research, Event Planning, Photography, Microsoft Office, Community Outreach, Microsoft Word, Microsoft Excel, Marketing, Photoshop Elements, Marketing Communications, Final Cut Pro
Education
Colgate University 2010 — 2014
Bachelor of Arts, Studio Art
BERKELEY PREPARATORY SCHOOL 2006 — 2010
Bing Waldert Bing Waldert's Sun Life Financial Experience 2003 - 2006
Job Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates April 2006 - Present
Sun Life Financial 2003 - 2006
Education
College of the Holy Cross 1990 — 1994
BA, Classics and Economics
Cerulli Associates April 2006 - Present
Sun Life Financial 2003 - 2006
Education
College of the Holy Cross 1990 — 1994
BA, Classics and Economics
Cindy Mao's Sun Life Financial Experience February 2009 - July 2010
Job Consultant at Ntier, Convergex
Industry Financial Services
Experience
Convergex, N-tier December 2014 - Present
ReachLocal June 2013 - October 2014
John Hancock Financial Services August 2010 - April 2011
Sun Life Financial February 2009 - July 2010
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree
Worcester Polytechnic Institute 2006 — 2009
Bachelor's Degree
Convergex, N-tier December 2014 - Present
ReachLocal June 2013 - October 2014
John Hancock Financial Services August 2010 - April 2011
Sun Life Financial February 2009 - July 2010
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree
Worcester Polytechnic Institute 2006 — 2009
Bachelor's Degree
Chris Papadatos's Sun Life Financial Experience May 2010 - Present
Job Financial Security Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2010 - Present
BMO Financial Group January 2008 - January 2010
Future Shop October 2002 - November 2007
Education
Concordia University
Vanier College
Sun Life Financial May 2010 - Present
BMO Financial Group January 2008 - January 2010
Future Shop October 2002 - November 2007
Education
Concordia University
Vanier College
Darlene Howard Darlene Howard's Sun Life Financial Experience March 2014 - Present
Job Director, Digital management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2014 - Present
Sun Life Financial of Canada July 2010 - March 2014
Sun Life Financial February 2009 - July 2010
Sun Life Financial November 2007 - February 2009
Sun Life Financial January 2007 - November 2007
Sun Life Financial June 2004 - January 2007
Clarica Financial Services June 2002 - June 2004
Clarica Financial Services April 2001 - June 2002
Clarica Financial Services June 2000 - April 2001
Clarica Financial Services October 1996 - June 2000
Skills
Business Analysis, PMO, Project Portfolio..., Program Management, MS Project, Project Planning, Resource Management, Change Management, Process Improvement, PMBOK, Project Delivery, Project Plans, Management, Team Leadership, Leadership, SDLC, Digital Marketing, Vendor Management, Business Process..., CRM, Requirements Gathering, PMP, Business Process, Project Management, Business Requirements
Education
Concordia University
McGill University
Sun Life Financial March 2014 - Present
Sun Life Financial of Canada July 2010 - March 2014
Sun Life Financial February 2009 - July 2010
Sun Life Financial November 2007 - February 2009
Sun Life Financial January 2007 - November 2007
Sun Life Financial June 2004 - January 2007
Clarica Financial Services June 2002 - June 2004
Clarica Financial Services April 2001 - June 2002
Clarica Financial Services June 2000 - April 2001
Clarica Financial Services October 1996 - June 2000
Skills
Business Analysis, PMO, Project Portfolio..., Program Management, MS Project, Project Planning, Resource Management, Change Management, Process Improvement, PMBOK, Project Delivery, Project Plans, Management, Team Leadership, Leadership, SDLC, Digital Marketing, Vendor Management, Business Process..., CRM, Requirements Gathering, PMP, Business Process, Project Management, Business Requirements
Education
Concordia University
McGill University
Antonio Di Mambro Antonio Di Mambro's Sun Life Financial Experience July 2010 - Present
Job Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2010 - Present
RBC Insurance October 2005 - July 2010
Skills
Mutual Funds, Retirement Savings, Retirement Planning, Critical Illness, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Insurance, Retirement, Fixed Annuities, Financial Services, Sales
Education
Concordia University 2002 — 2005
BComm, Marketing
Sun Life Financial July 2010 - Present
RBC Insurance October 2005 - July 2010
Skills
Mutual Funds, Retirement Savings, Retirement Planning, Critical Illness, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Insurance, Retirement, Fixed Annuities, Financial Services, Sales
Education
Concordia University 2002 — 2005
BComm, Marketing
Danny Greenspan Danny Greenspan's Sun Life Financial Experience 2007 - 2012
Job Business Analyst
Industry Information Technology and Services
Experience
hybris June 2012 - Present
Sun Life Financial 2007 - 2012
Interfacing Technologies January 2006 - April 2007
Amdocs August 2004 - December 2005
Amdocs December 2002 - August 2004
Amdocs June 2002 - December 2002
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Quality Assurance, Process Improvement, Testing, Requirements Analysis, Functional Requirements, Analysis, Agile Methodologies, Team Leadership, ITIL
Education
Concordia University 2002 — 2005
Management
Herzing Institute 1999 — 2001
A.E.C., Programming Techniques
Concordia University 1996 — 1999
Political Science
hybris June 2012 - Present
Sun Life Financial 2007 - 2012
Interfacing Technologies January 2006 - April 2007
Amdocs August 2004 - December 2005
Amdocs December 2002 - August 2004
Amdocs June 2002 - December 2002
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Quality Assurance, Process Improvement, Testing, Requirements Analysis, Functional Requirements, Analysis, Agile Methodologies, Team Leadership, ITIL
Education
Concordia University 2002 — 2005
Management
Herzing Institute 1999 — 2001
A.E.C., Programming Techniques
Concordia University 1996 — 1999
Political Science
Colby Carter Colby Carter's Sun Life Financial Experience June 2011 - August 2011
Job Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group February 2014 - Present
Concentric Energy Advisors June 2012 - January 2014
Sun Life Financial June 2011 - August 2011
The Hanover Insurance Group June 2010 - August 2010
Westborough Country Club April 2009 - August 2009
Dunkin Donuts June 2006 - August 2008
Skills
Data Processing, Microsoft Excel, SAS Programming, SQL, Financial Modeling, Valuation, DCF Analysis, CAPM Analysis, Microsoft Access, PowerPoint, Statistical Analysis, Econometrics, Economic Theory, Game Theory, Corporate Finance, Energy Regulation, Demand Forecasting
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), cum laude, Economics and Mathematics, 3.67
Analysis Group February 2014 - Present
Concentric Energy Advisors June 2012 - January 2014
Sun Life Financial June 2011 - August 2011
The Hanover Insurance Group June 2010 - August 2010
Westborough Country Club April 2009 - August 2009
Dunkin Donuts June 2006 - August 2008
Skills
Data Processing, Microsoft Excel, SAS Programming, SQL, Financial Modeling, Valuation, DCF Analysis, CAPM Analysis, Microsoft Access, PowerPoint, Statistical Analysis, Econometrics, Economic Theory, Game Theory, Corporate Finance, Energy Regulation, Demand Forecasting
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), cum laude, Economics and Mathematics, 3.67
Mark Liteplo's Sun Life Financial Experience 2000 - 2005
Job Loan Officer at Pioneer Mortgage Corp
Industry Financial Services
Experience
Pioneer Mortgage Corp December 2011 - Present
Citizens Investment Services August 2009 - December 2011
Sovereign Bank May 2005 - May 2009
Sun Life Financial 2000 - 2005
Sun Life Financial 1999 - 2000
Skills
Investments, Securities, Fixed Annuities, Mortgage Lending, Finance, Retirement Planning, Mortgage Underwriting, Residential Mortgages, Loan Origination, Fixed Rate Mortgages, Jumbo Mortgage, Government Loans, VA loans, FHA financing, Home Equity Loans, Home Equity Lines of..., Loan Servicing, Customer Relations, Customer Service, Financial Planning, Mutual Funds, Annuity, Separately Managed..., Insurance, Series 7, Series 6, Series 63, Wealth Management, Loans, Financial Services
Education
Colby-Sawyer College 1993 — 1996
B.S., Exercise & Sport Science
Chapel Hill Chauncy Hall School 1987 — 1991
High School
Pioneer Mortgage Corp December 2011 - Present
Citizens Investment Services August 2009 - December 2011
Sovereign Bank May 2005 - May 2009
Sun Life Financial 2000 - 2005
Sun Life Financial 1999 - 2000
Skills
Investments, Securities, Fixed Annuities, Mortgage Lending, Finance, Retirement Planning, Mortgage Underwriting, Residential Mortgages, Loan Origination, Fixed Rate Mortgages, Jumbo Mortgage, Government Loans, VA loans, FHA financing, Home Equity Loans, Home Equity Lines of..., Loan Servicing, Customer Relations, Customer Service, Financial Planning, Mutual Funds, Annuity, Separately Managed..., Insurance, Series 7, Series 6, Series 63, Wealth Management, Loans, Financial Services
Education
Colby-Sawyer College 1993 — 1996
B.S., Exercise & Sport Science
Chapel Hill Chauncy Hall School 1987 — 1991
High School
Kathy Sarvary Kathy Sarvary's Sun Life Financial Experience 1995 - 2009
Job Sales Vice President
Industry Financial Services
Experience
Sunlife Financial March 2008 - August 2009
Sun Life Financial 1995 - 2009
Sun Life Financial 1995 - 2009
Sunlife Financial March 2005 - March 2008
Sunlife Financial January 2001 - March 2005
Sunlife Financial January 1999 - January 2001
Sunlife Financial September 1995 - January 1999
Connecticut Mutual Life Insurance Company January 1994 - September 1995
Monarch Disability Income Company January 1987 - January 1994
US Army January 1980 - January 1987
Education
Colorado State University 1975 — 1980
BA, Sociology
Sunlife Financial March 2008 - August 2009
Sun Life Financial 1995 - 2009
Sun Life Financial 1995 - 2009
Sunlife Financial March 2005 - March 2008
Sunlife Financial January 2001 - March 2005
Sunlife Financial January 1999 - January 2001
Sunlife Financial September 1995 - January 1999
Connecticut Mutual Life Insurance Company January 1994 - September 1995
Monarch Disability Income Company January 1987 - January 1994
US Army January 1980 - January 1987
Education
Colorado State University 1975 — 1980
BA, Sociology
Eric Pepe's Sun Life Financial Experience June 2015 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
L'Oréal October 2014 - December 2014
Semantria April 2013 - September 2013
Microsoft September 2012 - April 2013
Mercer June 2012 - August 2012
Standard Chartered Bank May 2011 - August 2011
American International School - Dhaka April 2010 - August 2010
Bangladesh National Elections November 2008 - January 2009
Pace University July 2008 - August 2008
Skills
Leadership, Strategy, Competitive Analysis, Business Development, CRM, Marketing, Entrepreneurship, Sales
Education
John Molson School of Business - Concordia University 2009 — 2014
Bachelor, Commerce; Marketing & International Business
American International School Dhaka 1994 — 2009
Sun Life Financial June 2015 - Present
L'Oréal October 2014 - December 2014
Semantria April 2013 - September 2013
Microsoft September 2012 - April 2013
Mercer June 2012 - August 2012
Standard Chartered Bank May 2011 - August 2011
American International School - Dhaka April 2010 - August 2010
Bangladesh National Elections November 2008 - January 2009
Pace University July 2008 - August 2008
Skills
Leadership, Strategy, Competitive Analysis, Business Development, CRM, Marketing, Entrepreneurship, Sales
Education
John Molson School of Business - Concordia University 2009 — 2014
Bachelor, Commerce; Marketing & International Business
American International School Dhaka 1994 — 2009
Mike Coan Mike Coan's Sun Life Financial Experience October 1994 - February 2005
Job Employee Benefits and Health Plan Advisor at PSA Insurance Services
Industry Insurance
Experience
PSA Insurance Services August 2007 - Present
RSM McGladrey Employer Services February 2005 - August 2007
Sun Life Financial October 1994 - February 2005
Sun Life Financial June 1990 - October 1994
Skills
Health plan underwriting, Carrier Negotiations, Leveraging Health..., Employee Benefits, Insurance, Health, Underwriting, Healthcare, Negotiation, Disability Insurance, Management, Health Insurance, Retirement, Property & Casualty..., Risk Management, 401k, Workers Compensation, Benefits Administration, Life Insurance, Mergers & Acquisitions, Long-term Care, Strategic Planning, Brokers, ERISA, Healthcare Management, Health Care Reform, Defined Benefit, Sales Presentation..., Sales, Health Savings Accounts
Education
College of the Holy Cross 1979 — 1983
BA, History
Northfield Mount Hermon 1978 — 1979
PSA Insurance Services August 2007 - Present
RSM McGladrey Employer Services February 2005 - August 2007
Sun Life Financial October 1994 - February 2005
Sun Life Financial June 1990 - October 1994
Skills
Health plan underwriting, Carrier Negotiations, Leveraging Health..., Employee Benefits, Insurance, Health, Underwriting, Healthcare, Negotiation, Disability Insurance, Management, Health Insurance, Retirement, Property & Casualty..., Risk Management, 401k, Workers Compensation, Benefits Administration, Life Insurance, Mergers & Acquisitions, Long-term Care, Strategic Planning, Brokers, ERISA, Healthcare Management, Health Care Reform, Defined Benefit, Sales Presentation..., Sales, Health Savings Accounts
Education
College of the Holy Cross 1979 — 1983
BA, History
Northfield Mount Hermon 1978 — 1979
Dan Adams's Sun Life Financial Experience July 2007 - June 2011
Job Marketing, Production, & Event Management Professional
Industry Marketing and Advertising
Experience
The Higher Purpose Project January 2013 - Present
Holy Cross Gridiron Club January 2009 - January 2015
IMG Live, LLC April 2012 - January 2013
Mission Kilimanjaro LLC August 2010 - January 2013
Sun Life Financial July 2007 - June 2011
Spike TV March 2009 - March 2009
USA Football June 2007 - July 2007
Skills
Social Media, Entrepreneurship, Event Planning, Leadership, Public Speaking, Social Networking, Event Management, Management, Social Media Marketing, Relationship Marketing, Sales, Fundraising, Nonprofits, Leadership Development, Online Advertising, Creative Direction, Online Marketing, Facebook, Microsoft Excel, Sports, Recruiting, Direct Sales, Social Entrepreneurship, Corporate Branding, WordPress, Digital Photography, Final Cut Pro, Website Development, Social Marketing, Athletic Performance, Excel, Online Branding, Website Building, Website Promotion, Experiential Marketing, Personal Branding, Keynote, Speech Writing, Human Performance, Company Branding
Education
College of the Holy Cross 2003 — 2007
B.A., History
James W. Robinson High School 2002 — 2003
General Education
West Springfield High School 1999 — 2001
The Higher Purpose Project January 2013 - Present
Holy Cross Gridiron Club January 2009 - January 2015
IMG Live, LLC April 2012 - January 2013
Mission Kilimanjaro LLC August 2010 - January 2013
Sun Life Financial July 2007 - June 2011
Spike TV March 2009 - March 2009
USA Football June 2007 - July 2007
Skills
Social Media, Entrepreneurship, Event Planning, Leadership, Public Speaking, Social Networking, Event Management, Management, Social Media Marketing, Relationship Marketing, Sales, Fundraising, Nonprofits, Leadership Development, Online Advertising, Creative Direction, Online Marketing, Facebook, Microsoft Excel, Sports, Recruiting, Direct Sales, Social Entrepreneurship, Corporate Branding, WordPress, Digital Photography, Final Cut Pro, Website Development, Social Marketing, Athletic Performance, Excel, Online Branding, Website Building, Website Promotion, Experiential Marketing, Personal Branding, Keynote, Speech Writing, Human Performance, Company Branding
Education
College of the Holy Cross 2003 — 2007
B.A., History
James W. Robinson High School 2002 — 2003
General Education
West Springfield High School 1999 — 2001
Robert J. Martin III Robert J. Martin III's Sun Life Financial Experience May 1997 - October 1998
Job Clinical Business Manager at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Jameson Fauver Jameson Fauver's Sun Life Financial Experience April 2010 - July 2014
Job Director of Business Development at Kashable
Industry Financial Services
Experience
Kashable July 2014 - Present
Sun Life Financial April 2010 - July 2014
Merrill Lynch May 2009 - August 2009
Skills
Team Leadership, Disability Insurance, Insurance, New Business Development, Sales Management, Customer Service, Project Management, Account Management, Risk Management, Financial Analysis, Sales, Life Insurance
Education
Colgate University 2006 — 2010
Economics
Deerfield Academy 2003 — 2006
Universitat de Barcelona
Kashable July 2014 - Present
Sun Life Financial April 2010 - July 2014
Merrill Lynch May 2009 - August 2009
Skills
Team Leadership, Disability Insurance, Insurance, New Business Development, Sales Management, Customer Service, Project Management, Account Management, Risk Management, Financial Analysis, Sales, Life Insurance
Education
Colgate University 2006 — 2010
Economics
Deerfield Academy 2003 — 2006
Universitat de Barcelona
Peter Weir, LUTCF's Sun Life Financial Experience 2000 - 2004
Job President OneSolution Insurance & Financial Services, Inc.
Industry Insurance
Experience
OneSolution Insurance & Financial Services, Inc. 2011 - Present
Farmers Insurance & Financial Services 2005 - 2011
Sun Life Financial 2000 - 2004
Conseco 1997 - 2000
Jackson National Life 1994 - 1998
The Investment Center - Union Planters National Bank 1990 - 1994
C&S National Bank (NationsBank/Bank of America) 1986 - 1990
Pentagon Federal Credit Union 1983 - 1986
Northwestern Mutual Life 1978 - 1983
Skills
Sales Management, Strategic Planning, Insurance, Retirement, 401k, Mutual Funds, Relationship Management, Selling, Universal Life, Account Management, Sales, Whole Life, Life Insurance, Team Building, Variable Annuities, Retirement Planning, IRAs, Property & Casualty..., Securities, Series 63, Term Life Insurance, Investments, Series 7, Business Planning, Homeowners, Workers Compensation, Risk Management, General Insurance, New Business Development, Renters, Long-term Care, Financial Services, Umbrella Insurance, Series 6, Recruiting, Financial Distribution..., Annuities - Variable,..., Life, Health, P&C..., Strategic Financial..., Financial Planners, Commercial Insurance, Professional Liability, Legal Liability, Brokers, Long Term Care Insurance, Accident, Disability Insurance, Critical Illness, Health Insurance
Education
The American College 2009 — 2012
LUTC
College for Financial Planning 2005 — 2006
Certified Financial Planner
George Mason University - School of Business 1977 — 1980
BS
OneSolution Insurance & Financial Services, Inc. 2011 - Present
Farmers Insurance & Financial Services 2005 - 2011
Sun Life Financial 2000 - 2004
Conseco 1997 - 2000
Jackson National Life 1994 - 1998
The Investment Center - Union Planters National Bank 1990 - 1994
C&S National Bank (NationsBank/Bank of America) 1986 - 1990
Pentagon Federal Credit Union 1983 - 1986
Northwestern Mutual Life 1978 - 1983
Skills
Sales Management, Strategic Planning, Insurance, Retirement, 401k, Mutual Funds, Relationship Management, Selling, Universal Life, Account Management, Sales, Whole Life, Life Insurance, Team Building, Variable Annuities, Retirement Planning, IRAs, Property & Casualty..., Securities, Series 63, Term Life Insurance, Investments, Series 7, Business Planning, Homeowners, Workers Compensation, Risk Management, General Insurance, New Business Development, Renters, Long-term Care, Financial Services, Umbrella Insurance, Series 6, Recruiting, Financial Distribution..., Annuities - Variable,..., Life, Health, P&C..., Strategic Financial..., Financial Planners, Commercial Insurance, Professional Liability, Legal Liability, Brokers, Long Term Care Insurance, Accident, Disability Insurance, Critical Illness, Health Insurance
Education
The American College 2009 — 2012
LUTC
College for Financial Planning 2005 — 2006
Certified Financial Planner
George Mason University - School of Business 1977 — 1980
BS
Eric Jemetz, CFA's Sun Life Financial Experience August 2013 - Present
Job Investment Solutions Executive at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Barry Solcoff's Sun Life Financial Experience 2008 - 2012
Job Senior Program Manager
Industry Financial Services
Experience
Dassault Systèmes 2014 - Present
Iron Mountain 2013 - 2013
State Street Bank 2012 - 2013
Affiliated Managers Group 2012 - 2012
Sun Life Financial 2008 - 2012
The Pentad Group 2005 - 2008
Old Mutual Asset Management 2000 - 2005
Skills
Accounting, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Modeling, Business Process..., Strategic Financial..., Risk Management, Auditing, Mergers, Financial Services, Sarbanes-Oxley, Business Analysis, Investments, Finance, Forecasting, Financial Planning
Education
Colgate University
BA, History & Economics
Northeastern University - Graduate School of Business Administration
MS, Accounting
Northeastern University - Graduate School of Business Administration
MS/MBA, Accounting & General Management
Dassault Systèmes 2014 - Present
Iron Mountain 2013 - 2013
State Street Bank 2012 - 2013
Affiliated Managers Group 2012 - 2012
Sun Life Financial 2008 - 2012
The Pentad Group 2005 - 2008
Old Mutual Asset Management 2000 - 2005
Skills
Accounting, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Modeling, Business Process..., Strategic Financial..., Risk Management, Auditing, Mergers, Financial Services, Sarbanes-Oxley, Business Analysis, Investments, Finance, Forecasting, Financial Planning
Education
Colgate University
BA, History & Economics
Northeastern University - Graduate School of Business Administration
MS, Accounting
Northeastern University - Graduate School of Business Administration
MS/MBA, Accounting & General Management
Candace Ketner's Sun Life Financial Experience June 2003 - August 2013
Job Manager of Benefits
Industry Insurance
Experience
Resourcing Edge April 2014 - September 2015
Group & Pension Administrators September 2013 - April 2014
Sun Life Financial June 2003 - August 2013
Skills
Disability Insurance, Account Management, Employee Benefits, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Critical Illness, Brokers, Health Insurance, Benefits Administration, Customer Service, Process Improvement, Training, Health Savings Accounts, Sales
Education
Collin County Community College 1996 — 1999
Resourcing Edge April 2014 - September 2015
Group & Pension Administrators September 2013 - April 2014
Sun Life Financial June 2003 - August 2013
Skills
Disability Insurance, Account Management, Employee Benefits, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Critical Illness, Brokers, Health Insurance, Benefits Administration, Customer Service, Process Improvement, Training, Health Savings Accounts, Sales
Education
Collin County Community College 1996 — 1999
Ari Cohen's Sun Life Financial Experience May 2001 - August 2010
Job Group Marketing Manager at Equitable Life of Canada
Industry Insurance
Experience
Equitable Life of Canada August 2010 - Present
Sun Life Financial May 2001 - August 2010
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Management, Critical Illness, Marketing, Coaching, Life Insurance, Claim, Brokers, Benefits Administration, Process Improvement, Sales, Customer Retention
Education
Concordia University
Equitable Life of Canada August 2010 - Present
Sun Life Financial May 2001 - August 2010
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Management, Critical Illness, Marketing, Coaching, Life Insurance, Claim, Brokers, Benefits Administration, Process Improvement, Sales, Customer Retention
Education
Concordia University
Jennifer Cloutier's Sun Life Financial Experience October 2012 - Present
Job Senior IT Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial May 2011 - October 2012
Sun Life Financial June 2004 - May 2011
IndustryHub December 2001 - June 2004
Nortel Networks April 2000 - December 2001
Lockheed Martin Canada April 1995 - April 2000
CAE Electronics 1990 - 1995
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Business Process..., Project Portfolio..., PMO, Software Project..., Requirements Gathering, Business Requirements, User Acceptance Testing, PMP, Project Planning, Software Development, Business Process, Leadership
Education
Concordia University 1997 — 2001
MBA
Concordia University 1990 — 1994
BComm
Sun Life Financial October 2012 - Present
Sun Life Financial May 2011 - October 2012
Sun Life Financial June 2004 - May 2011
IndustryHub December 2001 - June 2004
Nortel Networks April 2000 - December 2001
Lockheed Martin Canada April 1995 - April 2000
CAE Electronics 1990 - 1995
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Business Process..., Project Portfolio..., PMO, Software Project..., Requirements Gathering, Business Requirements, User Acceptance Testing, PMP, Project Planning, Software Development, Business Process, Leadership
Education
Concordia University 1997 — 2001
MBA
Concordia University 1990 — 1994
BComm
Chris Busse's Sun Life Financial Experience August 2010 - Present
Job Contract Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2010 - Present
Sun Life Financial February 2008 - July 2010
Sun Life Financial October 2003 - June 2007
Sun Life Financial April 2001 - October 2003
Sun Life Financial October 1999 - April 2001
Skills
Claim, Disability Insurance, Case Managment, Employee Benefits, Training, Process Improvement, Claims Management, Underwriting, Critical Illness, Disability Management, Insurance, Sales, Health Insurance, Risk Management, Disabilities, Life Insurance
Education
Concordia University 1972 — 1975
Marianopolis College 1970 — 1972
Sun Life Financial August 2010 - Present
Sun Life Financial February 2008 - July 2010
Sun Life Financial October 2003 - June 2007
Sun Life Financial April 2001 - October 2003
Sun Life Financial October 1999 - April 2001
Skills
Claim, Disability Insurance, Case Managment, Employee Benefits, Training, Process Improvement, Claims Management, Underwriting, Critical Illness, Disability Management, Insurance, Sales, Health Insurance, Risk Management, Disabilities, Life Insurance
Education
Concordia University 1972 — 1975
Marianopolis College 1970 — 1972
Matt Surette's Sun Life Financial Experience June 2003 - March 2006
Job Regional Vice President VA Sales Great Lakes Region
Industry Insurance
Experience
SunLife Financial Distributors March 2008 - Present
Sun Life Financial Distributors, Inc. March 2006 - March 2008
Sun Life Financial June 2003 - March 2006
Education
College of the Holy Cross 1997 — 2002
SunLife Financial Distributors March 2008 - Present
Sun Life Financial Distributors, Inc. March 2006 - March 2008
Sun Life Financial June 2003 - March 2006
Education
College of the Holy Cross 1997 — 2002
Derek Warner's Sun Life Financial Experience February 2014 - Present
Job Group Market Manager at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial July 2002 - February 2014
Skills
Disability Insurance, Health Insurance, Brokers, Life Insurance, Employee Benefits, Insurance, Long Term Care Insurance, General Insurance, Retirement, Estate Planning, Retirement Planning, Investment Strategies, Securities, Legal Liability, Asset Allocation, Financial Services, Pensions, Whole Life, Universal Life, Defined Benefit, Umbrella Insurance, Financial Risk, Critical Illness, Long-term Care, Group Insurance, Health Savings Accounts, Fixed Annuities, Term Life Insurance
Education
College of the Holy Cross 1998 — 2002
Sun Life Financial February 2014 - Present
Sun Life Financial July 2002 - February 2014
Skills
Disability Insurance, Health Insurance, Brokers, Life Insurance, Employee Benefits, Insurance, Long Term Care Insurance, General Insurance, Retirement, Estate Planning, Retirement Planning, Investment Strategies, Securities, Legal Liability, Asset Allocation, Financial Services, Pensions, Whole Life, Universal Life, Defined Benefit, Umbrella Insurance, Financial Risk, Critical Illness, Long-term Care, Group Insurance, Health Savings Accounts, Fixed Annuities, Term Life Insurance
Education
College of the Holy Cross 1998 — 2002
Kelly Kavanagh's Sun Life Financial Experience 2010 - 2012
Job Head of Marketing North America
Industry Financial Services
Experience
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Avijit Das's Sun Life Financial Experience June 2014 - Present
Job Application Analyst at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial June 2014 - Present
TEKsystems October 2011 - May 2014
TEKsystems December 2006 - September 2011
Skills
Entity Framework, LINQ, WCF, ASP.NET MVC, Agile Methodologies, Windows Phone, MonoDevelop, Visual Studio, TFS, C#, Pair Programming, Scrum, Unit Testing, WPF, Microsoft SQL Server, ADO.NET, Silverlight, WinForms, ASP.NET, Design Patterns, T-SQL, .NET, jQuery, Software Development, IIS, Test Driven Development, MVC
Education
Concordia University 1998 — 2003
Bachelor of Engineering (B.Eng.), Computer Engineering
Sun Life Financial June 2014 - Present
TEKsystems October 2011 - May 2014
TEKsystems December 2006 - September 2011
Skills
Entity Framework, LINQ, WCF, ASP.NET MVC, Agile Methodologies, Windows Phone, MonoDevelop, Visual Studio, TFS, C#, Pair Programming, Scrum, Unit Testing, WPF, Microsoft SQL Server, ADO.NET, Silverlight, WinForms, ASP.NET, Design Patterns, T-SQL, .NET, jQuery, Software Development, IIS, Test Driven Development, MVC
Education
Concordia University 1998 — 2003
Bachelor of Engineering (B.Eng.), Computer Engineering
Michael R. Dunn, CLU, ChFC, CFP, Cert. PFS's Sun Life Financial Experience February 2000 - June 2002
Job Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Jennifer Yndestad-Lawler's Sun Life Financial Experience March 2010 - February 2011
Job Driving solutionbased sales through leadership, partnership and initiative
Industry Information Technology and Services
Experience
ActiveState February 2011 - Present
Sun Life Financial March 2010 - February 2011
ICEsoft Technologies April 2006 - June 2009
ICEsoft Technologies January 2002 - June 2005
Microsoft April 1999 - May 2001
Great Plains Software 1999 - 2001
Skills
Contract Negotiation, Account Management, Customer Relations, Negotiation, Lead Generation, Sales, Management, CRM, Product Development, Sales Process, Enterprise Software, Marketing Strategy, Salesforce.com, Customer Service, Product Management, Channel Partners, Team Leadership, Business Strategy, Sales Operations, Entrepreneurship, SaaS, Team Building, Selling, Strategic Partnerships, Direct Sales, Training, Business Development, Competitive Analysis, New Business Development, Sales Management, Security, Solution Selling, Professional Services, Start-ups, Cloud Computing, B2B, Partner Management, Product Marketing, Strategy, Consulting
Education
Concordia College 1996 — 1998
BA, English and Scandinavian Studies
North Dakota State University 1994 — 1996
General
ActiveState February 2011 - Present
Sun Life Financial March 2010 - February 2011
ICEsoft Technologies April 2006 - June 2009
ICEsoft Technologies January 2002 - June 2005
Microsoft April 1999 - May 2001
Great Plains Software 1999 - 2001
Skills
Contract Negotiation, Account Management, Customer Relations, Negotiation, Lead Generation, Sales, Management, CRM, Product Development, Sales Process, Enterprise Software, Marketing Strategy, Salesforce.com, Customer Service, Product Management, Channel Partners, Team Leadership, Business Strategy, Sales Operations, Entrepreneurship, SaaS, Team Building, Selling, Strategic Partnerships, Direct Sales, Training, Business Development, Competitive Analysis, New Business Development, Sales Management, Security, Solution Selling, Professional Services, Start-ups, Cloud Computing, B2B, Partner Management, Product Marketing, Strategy, Consulting
Education
Concordia College 1996 — 1998
BA, English and Scandinavian Studies
North Dakota State University 1994 — 1996
General
Peter Rodrigues's Sun Life Financial Experience June 2013 - Present
Job Project Manager at Sun Life
Industry Telecommunications
Steven Altieri's Sun Life Financial Experience August 2002 - September 2004
Job Deputy Director: AsiaPacifica at JoVE
Industry Publishing
Experience
JoVE September 2014 - Present
JoVE November 2012 - Present
JoVE March 2012 - November 2012
Brill Academic Publishers February 2008 - February 2012
Mercer Human Resource Consulting February 2005 - February 2008
Sun Life Financial August 2002 - September 2004
Skills
Publishing, Sales
Education
Northeastern University 2006 — 2009
Masters, Journalism
College of the Holy Cross 1998 — 2002
B.A., English
College of the Holy Cross
B.A, English
Northeastern University
M.A, Journalism
University of St. Andrews
JoVE September 2014 - Present
JoVE November 2012 - Present
JoVE March 2012 - November 2012
Brill Academic Publishers February 2008 - February 2012
Mercer Human Resource Consulting February 2005 - February 2008
Sun Life Financial August 2002 - September 2004
Skills
Publishing, Sales
Education
Northeastern University 2006 — 2009
Masters, Journalism
College of the Holy Cross 1998 — 2002
B.A., English
College of the Holy Cross
B.A, English
Northeastern University
M.A, Journalism
University of St. Andrews
Tyler Rainey's Sun Life Financial Experience 1998 - 2000
Job Vice President/Director of Brokerage Sales
Industry Insurance
Experience
MassMutual Colorado May 2003 - Present
MassMutual Financial Group 2003 - 2014
The Guardian Life Insurance Company of America April 2002 - March 2003
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1996
Skills
Business, Estate and..., Retirement, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Mutual Funds, 401k, Retirement Planning, Investments, Wealth Management, Securities, Long Term Care Insurance
Education
Colby College 1991 — 1995
B.A. History
Danvers High School
Danvers High School
MassMutual Colorado May 2003 - Present
MassMutual Financial Group 2003 - 2014
The Guardian Life Insurance Company of America April 2002 - March 2003
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1996
Skills
Business, Estate and..., Retirement, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Mutual Funds, 401k, Retirement Planning, Investments, Wealth Management, Securities, Long Term Care Insurance
Education
Colby College 1991 — 1995
B.A. History
Danvers High School
Danvers High School
Jessica Bethoney, LMSW, MPA's Sun Life Financial Experience May 2007 - October 2007
Job Social Worker at Coney Island Prep
Industry Civic & Social Organization
Experience
Coney Island Prep August 2014 - Present
Center for Public Research and Leadership June 2013 - May 2014
Legal Aid Society September 2012 - May 2013
GO Project June 2012 - August 2012
Partnership with Children September 2011 - May 2012
Partners In Health January 2010 - August 2011
Partners In Health September 2008 - January 2010
AmeriCorps National Civilian Community Corps October 2007 - August 2008
Sun Life Financial May 2007 - October 2007
Andalucia ACOGE May 2006 - August 2006
Skills
Recruiting, Research, Interviews, Human Resources, Spanish, Group Therapy, Mental Health Counseling, Crisis Intervention, Case Management, Community Outreach, Non-profits..., Program Development and..., Nonprofits, Policy
Education
Columbia University - Columbia School of Social Work 2011 — 2014
Masters of Social Work (MSW), Clinical
Columbia University - School of International and Public Affairs 2012 — 2014
Masters of Public Administration (MPA), Urban Social Policy and Management
Connecticut College 2003 — 2007
BA, Sociology based Human Relations, Hispanic Studies, English
The Center for Cross-Cultural Study 2006 — 2006
Semester of Study Abroad, Spanish
Coney Island Prep August 2014 - Present
Center for Public Research and Leadership June 2013 - May 2014
Legal Aid Society September 2012 - May 2013
GO Project June 2012 - August 2012
Partnership with Children September 2011 - May 2012
Partners In Health January 2010 - August 2011
Partners In Health September 2008 - January 2010
AmeriCorps National Civilian Community Corps October 2007 - August 2008
Sun Life Financial May 2007 - October 2007
Andalucia ACOGE May 2006 - August 2006
Skills
Recruiting, Research, Interviews, Human Resources, Spanish, Group Therapy, Mental Health Counseling, Crisis Intervention, Case Management, Community Outreach, Non-profits..., Program Development and..., Nonprofits, Policy
Education
Columbia University - Columbia School of Social Work 2011 — 2014
Masters of Social Work (MSW), Clinical
Columbia University - School of International and Public Affairs 2012 — 2014
Masters of Public Administration (MPA), Urban Social Policy and Management
Connecticut College 2003 — 2007
BA, Sociology based Human Relations, Hispanic Studies, English
The Center for Cross-Cultural Study 2006 — 2006
Semester of Study Abroad, Spanish
Lauren Germaine's Sun Life Financial Experience September 2006 - April 2008
Job RFP Writer Marketing Consultant at MassMutual
Industry Investment Management
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - January 2013
Sun Life Financial September 2006 - April 2008
MFS Investment Management September 2004 - September 2006
Skills
FINRA Series 6, Series 63, Series 6, 401k, Financial Analysis, Investments, Mutual Funds
Education
colby-sawyer college 1999 — 2004
Bachelor of Arts, English
Mark Vergilii's Sun Life Financial Experience June 2012 - March 2014
Job AVP, Group Market Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2012 - March 2014
Assurant Employee Benefits 2004 - June 2012
Canada Life 1999 - 2004
Sun Life Financial 1994 - 1999
Skills
Underwriting, Long-term Care, Health Insurance, Disability Insurance, Life Insurance, Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Employee Benefits, Workers Compensation, Voluntary Employee..., Retirement, Critical Illness, Fixed Annuities
Education
College of the Holy Cross 1990 — 1994
Sun Life Financial June 2012 - March 2014
Assurant Employee Benefits 2004 - June 2012
Canada Life 1999 - 2004
Sun Life Financial 1994 - 1999
Skills
Underwriting, Long-term Care, Health Insurance, Disability Insurance, Life Insurance, Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Employee Benefits, Workers Compensation, Voluntary Employee..., Retirement, Critical Illness, Fixed Annuities
Education
College of the Holy Cross 1990 — 1994
Raymond Kung's Sun Life Financial Experience July 2003 - December 2003
Job Systems Administrator
Industry Information Technology and Services
Experience
SYSCOR March 2015 - Present
Katz Group Canada Ltd. / Rexall Pharma Plus October 2013 - March 2015
Hybrid Paytech April 2013 - October 2013
IBM Canada Ltd. December 2010 - August 2012
CSC September 2010 - December 2010
Morgan Stanley May 2010 - August 2010
IBM Canada Ltd. November 2008 - December 2009
IBM Canada Ltd. October 2006 - August 2008
Lafarge May 2004 - September 2006
Sun Life Financial July 2003 - December 2003
Skills
System Administration, Servers, Lotus Notes, Lotus Domino, Blackberry Enterprise..., VMware, AIX, Solaris, VMware Workstation, VMware ESX, Operating Systems, System Deployment, Microsoft Exchange, Windows Server, Customer Service, Teamwork, Server Support, IT Operations, IT Outsourcing, IT Infrastructure, Storage Concepts, Troubleshooting, Mentoring, Service Delivery, Backup & Recovery, Anti-Virus Tools, Server Monitoring, ShoreTel, VMware ESXi, Infrastructure
Education
Concordia University 1988 — 1994
Bachelor of Commerce, Management Information Systems
SYSCOR March 2015 - Present
Katz Group Canada Ltd. / Rexall Pharma Plus October 2013 - March 2015
Hybrid Paytech April 2013 - October 2013
IBM Canada Ltd. December 2010 - August 2012
CSC September 2010 - December 2010
Morgan Stanley May 2010 - August 2010
IBM Canada Ltd. November 2008 - December 2009
IBM Canada Ltd. October 2006 - August 2008
Lafarge May 2004 - September 2006
Sun Life Financial July 2003 - December 2003
Skills
System Administration, Servers, Lotus Notes, Lotus Domino, Blackberry Enterprise..., VMware, AIX, Solaris, VMware Workstation, VMware ESX, Operating Systems, System Deployment, Microsoft Exchange, Windows Server, Customer Service, Teamwork, Server Support, IT Operations, IT Outsourcing, IT Infrastructure, Storage Concepts, Troubleshooting, Mentoring, Service Delivery, Backup & Recovery, Anti-Virus Tools, Server Monitoring, ShoreTel, VMware ESXi, Infrastructure
Education
Concordia University 1988 — 1994
Bachelor of Commerce, Management Information Systems
Josh Morse's Sun Life Financial Experience 2001 - 2007
Job Chief Operating Officer, at IBX
Industry Insurance
Experience
IBX 2015 - Present
IBX 2013 - June 2015
IBX August 2011 - December 2013
Lincoln Financial Group 2007 - 2011
Sun Life Financial 2001 - 2007
Skills
Group Benefits, Disability Insurance, Dental, Health Insurance, Insurance, Underwriting, Salesforce.com, Stop Loss, Employee Benefits, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Group Insurance, 401k, Fixed Annuities, Health Savings Accounts, Group Life, Process Optimization, Claims Management, Insurance Brokerage, Sales
Education
College of the Holy Cross 1996 — 2000
Bachelor's degree, Political Science and Government
IBX 2015 - Present
IBX 2013 - June 2015
IBX August 2011 - December 2013
Lincoln Financial Group 2007 - 2011
Sun Life Financial 2001 - 2007
Skills
Group Benefits, Disability Insurance, Dental, Health Insurance, Insurance, Underwriting, Salesforce.com, Stop Loss, Employee Benefits, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Group Insurance, 401k, Fixed Annuities, Health Savings Accounts, Group Life, Process Optimization, Claims Management, Insurance Brokerage, Sales
Education
College of the Holy Cross 1996 — 2000
Bachelor's degree, Political Science and Government
Allison Matheson's Sun Life Financial Experience January 2006 - March 2007
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
zulily May 2013 - Present
Vanderbilt University, Owen Graduate School of Management March 2010 - May 2013
mimijumi, LLC October 2009 - March 2011
Vanderbilt University, Owen Graduate School of Management May 2009 - August 2009
Liberty Mutual April 2007 - May 2008
Sun Life Financial January 2006 - March 2007
Sun Life Financial January 2005 - January 2006
Sun Life Financial August 2002 - January 2005
Skills
Marketing Strategy, Website Development, SEM, Business Analysis, Communications Strategy, Project Management, Strategic Communications, Strategy, Social Media, Program Management, Process Improvement, Marketing Communications, Marketing, Email Marketing, Customer Service, CRM
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Marketing Strategy
University of Massachusetts, Amherst 2000 — 2002
BA, Communications
College of Charleston 1998 — 1999
zulily May 2013 - Present
Vanderbilt University, Owen Graduate School of Management March 2010 - May 2013
mimijumi, LLC October 2009 - March 2011
Vanderbilt University, Owen Graduate School of Management May 2009 - August 2009
Liberty Mutual April 2007 - May 2008
Sun Life Financial January 2006 - March 2007
Sun Life Financial January 2005 - January 2006
Sun Life Financial August 2002 - January 2005
Skills
Marketing Strategy, Website Development, SEM, Business Analysis, Communications Strategy, Project Management, Strategic Communications, Strategy, Social Media, Program Management, Process Improvement, Marketing Communications, Marketing, Email Marketing, Customer Service, CRM
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Marketing Strategy
University of Massachusetts, Amherst 2000 — 2002
BA, Communications
College of Charleston 1998 — 1999
David Choules, PMP's Sun Life Financial Experience February 2014 - Present
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
TD Insurance June 2013 - February 2014
Penson Financial Services Canada June 2008 - April 2013
Penson Financial Services Canada July 2006 - May 2008
GIRO Inc. March 2003 - July 2006
Skills
Visio, Requirements Analysis, SDLC, SharePoint, Business Analysis, Documentation, Change Management, MS Project, Analysis, Editing, Journalism, PowerPoint, Quality Management, Research, Risk Management, Tax, Usability, User Experience, User Interface, Vendor Management, Writing, Business Process..., Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Project Management, Software Documentation, SQL, Disaster Recovery, Systems Analysis, Business Intelligence, Leadership, Software Project..., Project Portfolio...
Education
Concordia University 1999 — 2001
BA, Journalism & Political Science
McGill University
Certificate, Project Management
Sun Life Financial February 2014 - Present
TD Insurance June 2013 - February 2014
Penson Financial Services Canada June 2008 - April 2013
Penson Financial Services Canada July 2006 - May 2008
GIRO Inc. March 2003 - July 2006
Skills
Visio, Requirements Analysis, SDLC, SharePoint, Business Analysis, Documentation, Change Management, MS Project, Analysis, Editing, Journalism, PowerPoint, Quality Management, Research, Risk Management, Tax, Usability, User Experience, User Interface, Vendor Management, Writing, Business Process..., Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Project Management, Software Documentation, SQL, Disaster Recovery, Systems Analysis, Business Intelligence, Leadership, Software Project..., Project Portfolio...
Education
Concordia University 1999 — 2001
BA, Journalism & Political Science
McGill University
Certificate, Project Management
Dominique Mailloux's Sun Life Financial Experience August 2010 - Present
Job SVP & Enterprise Shared Services Transformation Leader at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2010 - Present
Sun Life Financial August 2004 - March 2010
Sun Life Financial October 2003 - February 2005
Sun Life Financial September 2001 - September 2003
Skills
Integration, Team Leadership, Strategy, Business Process, Software Development, Vendor Management, Insurance, Financial Services, Change Management, Risk Management, SDLC, Business Analysis, Governance, Process Improvement, IT Strategy, Wealth Management, Business Process..., Outsourcing
Education
Concordia University 1984 — 1987
Bachelor of Commerce, Major - Management Information Systems, Minor - Finance
Sun Life Financial August 2010 - Present
Sun Life Financial August 2004 - March 2010
Sun Life Financial October 2003 - February 2005
Sun Life Financial September 2001 - September 2003
Skills
Integration, Team Leadership, Strategy, Business Process, Software Development, Vendor Management, Insurance, Financial Services, Change Management, Risk Management, SDLC, Business Analysis, Governance, Process Improvement, IT Strategy, Wealth Management, Business Process..., Outsourcing
Education
Concordia University 1984 — 1987
Bachelor of Commerce, Major - Management Information Systems, Minor - Finance
Clifford Weber's Sun Life Financial Experience 1977 - 2007
Job Independent Information Services Professional
Industry Information Services
Experience
Sun Life Financial 1977 - 2007
Education
Concordia University
B. Sc., Statistics
Sun Life Financial 1977 - 2007
Education
Concordia University
B. Sc., Statistics
Jeannine James's Sun Life Financial Experience July 1974 - December 1989
Job Experienced business administrator
Industry Accounting
Experience
Hardt - The Food Systems Resource June 2009 - October 2009
MonoGen, Inc. January 2007 - July 2008
MONOGEN, Inc January 2007 - July 2008
Lime Inc. formerly Cable and Wireless plc August 1996 - April 2006
Cable & Wireless 1996 - 2006
CAMPDEN PARK CONTAINER PORT Ltd January 1993 - January 1996
Sun Life Financial July 1974 - December 1989
Sun Life Financial 1974 - 1987
Education
Concordia University 1985 — 1988
B. Comm., Accounting
Creative Writing & French ConversationConcordia University 2007
Bachelor of Commerce, Accounting
Dawson College
Business Administration
Girls High School, St. Vincent & The Grenadines, W.I.
GCE O'Levels, English Language, English Literature, French, Mathematics, Geography, History, Biology
Hardt - The Food Systems Resource June 2009 - October 2009
MonoGen, Inc. January 2007 - July 2008
MONOGEN, Inc January 2007 - July 2008
Lime Inc. formerly Cable and Wireless plc August 1996 - April 2006
Cable & Wireless 1996 - 2006
CAMPDEN PARK CONTAINER PORT Ltd January 1993 - January 1996
Sun Life Financial July 1974 - December 1989
Sun Life Financial 1974 - 1987
Education
Concordia University 1985 — 1988
B. Comm., Accounting
Creative Writing & French ConversationConcordia University 2007
Bachelor of Commerce, Accounting
Dawson College
Business Administration
Girls High School, St. Vincent & The Grenadines, W.I.
GCE O'Levels, English Language, English Literature, French, Mathematics, Geography, History, Biology
David Nadolski's Sun Life Financial Experience June 2014 - Present
Job Senior Manager at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial June 2014 - Present
Treeline Construction, Inc., Atlantic Construction Services, Inc., Boston Contract Drilling, Co. October 2009 - March 2014
Enterprise Rent-A-Car March 1996 - May 2009
Community Group Inc August 1995 - March 1996
Coopers & Lybrand June 1990 - June 1993
Skills
Financial Reporting, Forecasting, Accounting, Management, Analysis, Leadership, Finance, Training, Budgets
Education
College of the Holy Cross 1986 — 1990
BA, Economics and accounting
Sun Life Financial June 2014 - Present
Treeline Construction, Inc., Atlantic Construction Services, Inc., Boston Contract Drilling, Co. October 2009 - March 2014
Enterprise Rent-A-Car March 1996 - May 2009
Community Group Inc August 1995 - March 1996
Coopers & Lybrand June 1990 - June 1993
Skills
Financial Reporting, Forecasting, Accounting, Management, Analysis, Leadership, Finance, Training, Budgets
Education
College of the Holy Cross 1986 — 1990
BA, Economics and accounting
Adam Lunardini's Sun Life Financial Experience September 2004 - August 2009
Job VP of Sales, Annuities, Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Delaware Life Insurance Company December 2013 - Present
Fidelity & Guaranty Life August 2009 - December 2013
Sun Life Financial September 2004 - August 2009
Sun Life Financial/Keyport Life Insurance Company March 2001 - August 2004
Keyport Life Insurance Company/Sun Life Financial September 1999 - February 2001
Invesco US September 1998 - May 1999
Northwestern Mutual June 1996 - August 1998
Skills
Microsoft Excel, Investments, Retirement Planning, Microsoft Office, Risk Management, Leadership, Management, Financial Analysis, Athletic Performance, Persistency, Minimalism, Entertainment, Human Anatomy, Hygiene, Personal Training
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Holyoke High School 1990 — 1994
High School
Suzanne Hennig's Sun Life Financial Experience 1998 - 2004
Job Senior Advertising Compliance Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
John Hancock Investments May 2007 - Present
John Hancock Investments May 2007 - Present
Marsh & McLennan Companies, Inc. April 2005 - November 2006
Sun Life Financial 1998 - 2004
Fidelity Investments 1990 - 1998
North American Security Life 1987 - 1990
Skills
Series 63, Banking, AML, Series 6, Retirement Planning, Public Speaking, Pensions, Life Insurance, Business Analysis, Microsoft Excel, Project Management, Training, Microsoft Office, Outlook, Risk Management, Relationship Management, Series 7
Education
Concord Law School - Kaplan University 2007 — 2012
Executive Juris Doctor, Law
University of Maine 1981 — 1985
BA, French
Jim Petras's Sun Life Financial Experience May 2000 - November 2000
Job Regional Vice President at OptumHealth
Industry Insurance
Experience
OptumHealth September 2010 - Present
UnitedHealthcare November 2008 - October 2010
UnitedHealthcare January 2007 - October 2008
UnitedHealthcare July 2004 - December 2006
UnitedHealthcare October 2001 - June 2004
IBM Global Business Services November 2000 - October 2001
Sun Life Financial May 2000 - November 2000
CIGNA Group Insurance May 1996 - April 2000
CIGNA Group Insurance January 1995 - April 1996
CIGNA Group Insurance March 1993 - December 1994
Skills
Strategic Planning, CRM, Account Management, Employee Benefits, New Business Development, Marketing, Sales Management, Insurance, Sales, Strategy, Healthcare, Process Improvement, Leadership, Cross-functional Team..., Health Insurance, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Development, Leonard Davis Institute of Health Economics
Colgate University 1983 — 1987
B.A., Economics
OptumHealth September 2010 - Present
UnitedHealthcare November 2008 - October 2010
UnitedHealthcare January 2007 - October 2008
UnitedHealthcare July 2004 - December 2006
UnitedHealthcare October 2001 - June 2004
IBM Global Business Services November 2000 - October 2001
Sun Life Financial May 2000 - November 2000
CIGNA Group Insurance May 1996 - April 2000
CIGNA Group Insurance January 1995 - April 1996
CIGNA Group Insurance March 1993 - December 1994
Skills
Strategic Planning, CRM, Account Management, Employee Benefits, New Business Development, Marketing, Sales Management, Insurance, Sales, Strategy, Healthcare, Process Improvement, Leadership, Cross-functional Team..., Health Insurance, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Development, Leonard Davis Institute of Health Economics
Colgate University 1983 — 1987
B.A., Economics
Steven Alan Campbell, CFP, ChFC, CLU, MS's Sun Life Financial Experience 1976 - 1983
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
AXA Distributors 2005 - Present
AXA Advisors 1986 - 2005
Painter Financial Group 1984 - 1986
Sun Life Financial 1976 - 1983
Skills
Fixed Annuities, Series 7, Retirement Planning, Series 63, Retirement, Series 6, Wealth Management, Mutual Funds, 401k, Estate Planning, IRAs, Insurance, Financial Services, Strategic Financial..., Variable Annuities, Life Insurance, Series 65, Series 24
Education
College for Financial Planning 1985 — 1986
Master's degree, Financial Planning and Services
University of Guam 1975 — 1976
Bachelor's degree, Accounting and Finance
Del Mar College 1973 — 1974
Associate of Business Administration, Business Administration and Management, General
Texas Tech University 1969 — 1973
Business and Finance
Kathleen McNamara's Sun Life Financial Experience March 2010 - November 2010
Job Manager, Procurement at Royal Bank of Canada
Industry Financial Services
Experience
Sparq Collective Inc. December 2013 - Present
Royal Bank of Canada October 2010 - November 2013
Sun Life Financial March 2010 - November 2010
Sun Life Financial April 2009 - June 2010
Sun Life Financial August 2007 - April 2009
Sun Life Financial 2006 - August 2007
Sun Life Financial 2005 - 2006
Sun Life Financial January 2003 - 2004
Sun Life Financial June 2000 - December 2002
Skills
RFP, Vendor Management, Strategic Sourcing, Contract Negotiation, Contract Management, Negotiation, RFI, Risk Management, Outsourcing, Relationship Management, Process Improvement, Financial Analysis, Procurement, Spend Analysis, Supply Management, Strategy, SAP, Mergers & Acquisitions, Management
Education
Concordia University
Bachelor of Commerce, Accountancy
Sparq Collective Inc. December 2013 - Present
Royal Bank of Canada October 2010 - November 2013
Sun Life Financial March 2010 - November 2010
Sun Life Financial April 2009 - June 2010
Sun Life Financial August 2007 - April 2009
Sun Life Financial 2006 - August 2007
Sun Life Financial 2005 - 2006
Sun Life Financial January 2003 - 2004
Sun Life Financial June 2000 - December 2002
Skills
RFP, Vendor Management, Strategic Sourcing, Contract Negotiation, Contract Management, Negotiation, RFI, Risk Management, Outsourcing, Relationship Management, Process Improvement, Financial Analysis, Procurement, Spend Analysis, Supply Management, Strategy, SAP, Mergers & Acquisitions, Management
Education
Concordia University
Bachelor of Commerce, Accountancy
Amy Gorham's Sun Life Financial Experience VPAllmerica Financial1997 - 2002
Job Vice President, Actuarial at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial VPAllmerica Financial1997 - 2002
Paul Revere Insurance Group 1987 - 1997
Education
Colgate University 1983 — 1987
BA, Mathematical Economics
Sun Life Financial VPAllmerica Financial1997 - 2002
Paul Revere Insurance Group 1987 - 1997
Education
Colgate University 1983 — 1987
BA, Mathematical Economics
Michael Myles's Sun Life Financial Experience January 2006 - March 2012
Job Sr. Business Systems Analyst at TechTarget
Industry Financial Services
Experience
TechTarget March 2012 - Present
Sun Life Financial January 2006 - March 2012
SourceCorp-Deliverex July 2003 - December 2005
SmartForce USA Ltd. January 2001 - April 2002
Silicon Graphics Inc. January 1996 - January 2001
Skills
Requirements Gathering, Data Analysis, Systems Analysis, Business Analysis, Documentation, Business Process, Web Applications, Data Warehousing, SQL, Analysis, Process Improvement, Excel, Visio, Requirements Analysis, Business Objects, Business Intelligence, Agile, Siebel, Business Process..., SharePoint, Relational Databases, Technical Writing, Business Requirements, RUP, Requirements..., UML, Databases, Rational Rose, Functional..., SDLC, Gap Analysis, Waterfall, Activity Diagrams, Requirements Management, Oracle SQL, OLAP, CRM, User Acceptance Testing
Education
Colorado State University 1989 — 1993
•Bachelor of Science, Civil Engineering
TechTarget March 2012 - Present
Sun Life Financial January 2006 - March 2012
SourceCorp-Deliverex July 2003 - December 2005
SmartForce USA Ltd. January 2001 - April 2002
Silicon Graphics Inc. January 1996 - January 2001
Skills
Requirements Gathering, Data Analysis, Systems Analysis, Business Analysis, Documentation, Business Process, Web Applications, Data Warehousing, SQL, Analysis, Process Improvement, Excel, Visio, Requirements Analysis, Business Objects, Business Intelligence, Agile, Siebel, Business Process..., SharePoint, Relational Databases, Technical Writing, Business Requirements, RUP, Requirements..., UML, Databases, Rational Rose, Functional..., SDLC, Gap Analysis, Waterfall, Activity Diagrams, Requirements Management, Oracle SQL, OLAP, CRM, User Acceptance Testing
Education
Colorado State University 1989 — 1993
•Bachelor of Science, Civil Engineering
Daniel Martel's Sun Life Financial Experience 1999 - 2010
Job Integrated Solutions Specialist at PPI Advisory
Industry Financial Services
Experience
PPI Benefits April 2010 - Present
Sun Life Financial 1999 - 2010
Education
Concordia University 1994 — 1997
Bachelor of Science (B.Sc.), Environmental Biology
CEGEP - Champlain College 1993 — 1995
PPI Benefits April 2010 - Present
Sun Life Financial 1999 - 2010
Education
Concordia University 1994 — 1997
Bachelor of Science (B.Sc.), Environmental Biology
CEGEP - Champlain College 1993 — 1995
Anna Cistera's Sun Life Financial Experience October 2014 - Present
Job Financial Security Advisor, Ontario & Québec
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. May 2009 - September 2014
Tandberg 2008 - 2009
Compuware 2000 - 2008
Compuware 2000 - 2008
KAO Infosystems 1989 - 1998
Education
Concordia University
Université de Montréal
Vanier College
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. May 2009 - September 2014
Tandberg 2008 - 2009
Compuware 2000 - 2008
Compuware 2000 - 2008
KAO Infosystems 1989 - 1998
Education
Concordia University
Université de Montréal
Vanier College
Josee Provencher's Sun Life Financial Experience 2001 - 2004
Job Team Lead for Québec
Industry Pharmaceuticals
Experience
Bayshore HealthCare March 2014 - Present
AmerisourceBergen January 2005 - March 2014
Sun Life Financial 2001 - 2004
Education
Concordia University
Bachelor of Arts (BA), Sociology
Dawson College 2000 — 2003
Nursing, Registered Nursing/Registered Nurse
Bayshore HealthCare March 2014 - Present
AmerisourceBergen January 2005 - March 2014
Sun Life Financial 2001 - 2004
Education
Concordia University
Bachelor of Arts (BA), Sociology
Dawson College 2000 — 2003
Nursing, Registered Nursing/Registered Nurse
David Charland's Sun Life Financial Experience March 2013 - Present
Job Chargé des relations avec la clientèle chez Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2013 - Present
Standard Life June 2012 - March 2013
Mercer Investment Consulting November 2011 - July 2012
Standard Life September 2008 - November 2011
Standard Life January 2002 - September 2008
Skills
Retirement Savings, Pension Administration, Individual Pension Plans, Microsoft Excel, Relationship Mgmt, Problem Solving, Solutions Focused, Defined Benefit, Pensions, Retirement, Investments
Education
Concordia University 2000 — 2003
Bachelor, Actuarial Mathematics
Concordia University 2000 — 2003
Bachelor of Science, Actuarial Mathematics
Sun Life Financial March 2013 - Present
Standard Life June 2012 - March 2013
Mercer Investment Consulting November 2011 - July 2012
Standard Life September 2008 - November 2011
Standard Life January 2002 - September 2008
Skills
Retirement Savings, Pension Administration, Individual Pension Plans, Microsoft Excel, Relationship Mgmt, Problem Solving, Solutions Focused, Defined Benefit, Pensions, Retirement, Investments
Education
Concordia University 2000 — 2003
Bachelor, Actuarial Mathematics
Concordia University 2000 — 2003
Bachelor of Science, Actuarial Mathematics
Doug Leslie's Sun Life Financial Experience October 1984 - September 1990
Job Graphic Designer at Taylor Enterprises
Industry Printing
Experience
Taylor Enterprises January 2012 - Present
Print Three - North York September 1998 - December 2011
UJA Federation of Greater Toronto August 1991 - August 1998
Sun Life Financial October 1984 - September 1990
Journal Publications May 1982 - September 1983
Education
Concordia University 1977 — 1981
English, History
University of New Brunswick 1976 — 1977
Liberal Arts
Vanier College 1974 — 1976
Commerce, Social Studies
Taylor Enterprises January 2012 - Present
Print Three - North York September 1998 - December 2011
UJA Federation of Greater Toronto August 1991 - August 1998
Sun Life Financial October 1984 - September 1990
Journal Publications May 1982 - September 1983
Education
Concordia University 1977 — 1981
English, History
University of New Brunswick 1976 — 1977
Liberal Arts
Vanier College 1974 — 1976
Commerce, Social Studies
James Boyne's Sun Life Financial Experience June 2012 - Present
Job Student at College of the Holy Cross
Industry Financial Services
Experience
Sun Life Financial June 2012 - Present
College of the Holy Cross September 2008 - May 2012
Eagle Investment Systems June 2011 - August 2011
American School for the Deaf June 2009 - June 2011
Frosty Bar Ice Cream, LLC May 2006 - September 2008
Skills
Excel, Highly Analytical, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Leadership
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Economics
Sun Life Financial June 2012 - Present
College of the Holy Cross September 2008 - May 2012
Eagle Investment Systems June 2011 - August 2011
American School for the Deaf June 2009 - June 2011
Frosty Bar Ice Cream, LLC May 2006 - September 2008
Skills
Excel, Highly Analytical, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Leadership
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Economics
Brian Talbot's Sun Life Financial Experience June 2013 - Present
Job Quote Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Cerebral Palsy of Massachusetts August 2008 - August 2011
Pure Hockey August 2006 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Sun Life Financial June 2013 - Present
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Cerebral Palsy of Massachusetts August 2008 - August 2011
Pure Hockey August 2006 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Steven Earp's Sun Life Financial Experience February 2010 - October 2013
Job Vice President, Sales at Medical Risk Managers
Industry Financial Services
Experience
Medical Risk Managers November 2013 - Present
Sun Life Financial February 2010 - October 2013
Sun Life Financial February 2002 - February 2010
Sun Life Financial February 1998 - February 2002
Sun Life Financial July 1992 - February 2002
Skills
Insurance, Risk Management, Financial Analysis, Disability Insurance, Life Insurance, Medical Stop Loss..., Self Funding Expertise, Network Evaluation, Employee Benefits, Self-funded, Stop Loss
Education
Colby College 1988 — 1992
Bachelor of Arts (BA), History
Medical Risk Managers November 2013 - Present
Sun Life Financial February 2010 - October 2013
Sun Life Financial February 2002 - February 2010
Sun Life Financial February 1998 - February 2002
Sun Life Financial July 1992 - February 2002
Skills
Insurance, Risk Management, Financial Analysis, Disability Insurance, Life Insurance, Medical Stop Loss..., Self Funding Expertise, Network Evaluation, Employee Benefits, Self-funded, Stop Loss
Education
Colby College 1988 — 1992
Bachelor of Arts (BA), History
Joshua Carrier's Sun Life Financial Experience October 2013 - Present
Job Claims Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
HMEA, Inc. August 2011 - October 2013
Education
Community College of Rhode Island 2012 — 2015
Sun Life Financial October 2013 - Present
HMEA, Inc. August 2011 - October 2013
Education
Community College of Rhode Island 2012 — 2015
Daniela Miloucheva, MA, CPA, CMA's Sun Life Financial Experience 2010 - 2011
Job Director, Accounting at Manulife Financial
Industry Financial Services
Experience
Manulife Financial 2012 - 2015
Sun Life Financial 2010 - 2011
Sun Life Financial 2008 - 2010
VFC Inc. 2005 - 2008
FCI Broadband 2003 - 2005
FCI Broadband 2000 - 2003
TD Bank Financial Group 1998 - 2000
Skills
Financial Accounting, Financial Modeling, Financial Reporting, Corporate Finance, Business Planning, Process Improvement, Internal Controls, Leadership, Team Building, Insurance, Financial Analysis
Education
Queen's University
Master’s Degree, Economics
Concordia University
Bachelor’s Degree, Economics and Mathematics
Manulife Financial 2012 - 2015
Sun Life Financial 2010 - 2011
Sun Life Financial 2008 - 2010
VFC Inc. 2005 - 2008
FCI Broadband 2003 - 2005
FCI Broadband 2000 - 2003
TD Bank Financial Group 1998 - 2000
Skills
Financial Accounting, Financial Modeling, Financial Reporting, Corporate Finance, Business Planning, Process Improvement, Internal Controls, Leadership, Team Building, Insurance, Financial Analysis
Education
Queen's University
Master’s Degree, Economics
Concordia University
Bachelor’s Degree, Economics and Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.