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
Ezra Hartsfield Ezra Hartsfield's Sun Life Financial Experience 2001 - 2003
Job Founder and CEO at RetireWell Asset Management, Inc
Industry Financial Services
Experience
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
Karen White Karen White's Sun Life Financial Experience June 2014 - Present
Job AVP, Health Care & Exchange Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - June 2014
Sun Life Financial November 2006 - April 2011
Sun Life Financial November 2001 - 2006
Liberty Financial Companies, Inc. October 1993 - November 2001
Price Waterhouse Management Consultants 1991 - 1993
Pioneer Investments 1986 - 1993
Skills
Business Analysis, Business Development, Business Planning, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Insurance, Leadership, Management, Mutual Funds, Mergers, Operations Management, Strategy, Product Marketing, Project Management
Education
Suffolk University 2013 — 2015
Master, Healthcare Administration, Health/Health Care Administration/Management
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
Finance
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
B.A, Economics
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - June 2014
Sun Life Financial November 2006 - April 2011
Sun Life Financial November 2001 - 2006
Liberty Financial Companies, Inc. October 1993 - November 2001
Price Waterhouse Management Consultants 1991 - 1993
Pioneer Investments 1986 - 1993
Skills
Business Analysis, Business Development, Business Planning, Business Process..., Call Centers, Change Management, Cross-functional Team..., Financial Services, Insurance, Leadership, Management, Mutual Funds, Mergers, Operations Management, Strategy, Product Marketing, Project Management
Education
Suffolk University 2013 — 2015
Master, Healthcare Administration, Health/Health Care Administration/Management
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
Finance
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business
University of Massachusetts, Amherst 1982 — 1986
B.A, Economics
Doug Jarrett Doug Jarrett's Sun Life Financial Experience July 2012 - Present
Job Global adventurer, accomplished and dedicated business professional.
Industry Education Management
Experience
Sun Life Financial July 2012 - Present
Sun Life Financial February 2005 - September 2009
Four Cornerstones Wealth Management Inc. January 2000 - September 2004
Investors Group January 1995 - December 1999
Skills
Sales, Employee Benefits, Relationship Management, Pensions, Strategic Planning, Business Strategy, Education Strategy, Volunteering, Retirement Planning, Retirement Plan..., Insurance, Investments, Personal Financial..., Estate Planning, Financial Education, Coaching, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Health Insurance, Wealth Management, Disability Insurance, Adult Education, Non-profit Volunteer, Training, Term Life Insurance, Benefits Administration, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, CRM, Financial Planners, Defined Benefit, Portfolio Management, Long-term Care, Small Business, Leadership, Interviews, Workshop Facilitation, Leadership Development, Employee Training, Team Building, Investment Strategies, Time Management, Succession Planning, Instructional Design, Recruiting, Human Resources
Education
Dalhousie University 2005 — 2009
Retirement Plans Associate (RPA)
Mount Royal University
Adult Educator Certificate
Canadian Securities Institute 1995 — 2001
Canadian Securities Course
Advocis 1995 — 2001
Life License Qualification Program (LLQP) Full
Investment Funds Institute of Canada
Sun Life Financial July 2012 - Present
Sun Life Financial February 2005 - September 2009
Four Cornerstones Wealth Management Inc. January 2000 - September 2004
Investors Group January 1995 - December 1999
Skills
Sales, Employee Benefits, Relationship Management, Pensions, Strategic Planning, Business Strategy, Education Strategy, Volunteering, Retirement Planning, Retirement Plan..., Insurance, Investments, Personal Financial..., Estate Planning, Financial Education, Coaching, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Health Insurance, Wealth Management, Disability Insurance, Adult Education, Non-profit Volunteer, Training, Term Life Insurance, Benefits Administration, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, CRM, Financial Planners, Defined Benefit, Portfolio Management, Long-term Care, Small Business, Leadership, Interviews, Workshop Facilitation, Leadership Development, Employee Training, Team Building, Investment Strategies, Time Management, Succession Planning, Instructional Design, Recruiting, Human Resources
Education
Dalhousie University 2005 — 2009
Retirement Plans Associate (RPA)
Mount Royal University
Adult Educator Certificate
Canadian Securities Institute 1995 — 2001
Canadian Securities Course
Advocis 1995 — 2001
Life License Qualification Program (LLQP) Full
Investment Funds Institute of Canada
Tina R. Cassidy Tina R. Cassidy's Sun Life Financial Experience 2002 - 2007
Job Disability Claims Specialist
Industry Insurance
Experience
Equitable Life October 2013 - Present
Munich Re Canada (Life) December 2012 - August 2013
Equitable Life January 2007 - December 2012
Sun Life Financial 2002 - 2007
Injured Worker Advisory Program 2001 - 2002
Clarica Life Insurance Company/Mutual Life of Canada 2000 - 2001
Region of Waterloo 1998 - 1999
Skills
Disability Insurance, Claims Handling, Analysis, Claims Resolution, Workers Compensation, Coaching, Time Management, Disability Claims..., insurance litigation, Leading Positive Change, Project Planning, Disability Management, Case Managment, Claims Management, Group Insurance, Claim Investigation, Insurance, Critical Illness, Long Term Care Insurance, individual disability, Sales, Training, Disabilities, Employee Benefits
Education
Dalhousie University 2011 — 2014
Group Benefits Associate (GBA) Designation
Loyalist College 2006 — 2008
Hospital Ward Clerk Certificate
Mohawk College 2000 — 2000
WSIB Claims Management & Entitlement Certificate
Ontario Business College 1995 — 1996
Law Clerk Diploma
Equitable Life October 2013 - Present
Munich Re Canada (Life) December 2012 - August 2013
Equitable Life January 2007 - December 2012
Sun Life Financial 2002 - 2007
Injured Worker Advisory Program 2001 - 2002
Clarica Life Insurance Company/Mutual Life of Canada 2000 - 2001
Region of Waterloo 1998 - 1999
Skills
Disability Insurance, Claims Handling, Analysis, Claims Resolution, Workers Compensation, Coaching, Time Management, Disability Claims..., insurance litigation, Leading Positive Change, Project Planning, Disability Management, Case Managment, Claims Management, Group Insurance, Claim Investigation, Insurance, Critical Illness, Long Term Care Insurance, individual disability, Sales, Training, Disabilities, Employee Benefits
Education
Dalhousie University 2011 — 2014
Group Benefits Associate (GBA) Designation
Loyalist College 2006 — 2008
Hospital Ward Clerk Certificate
Mohawk College 2000 — 2000
WSIB Claims Management & Entitlement Certificate
Ontario Business College 1995 — 1996
Law Clerk Diploma
Debbie Beaulne Debbie Beaulne's Sun Life Financial Experience 1976 - 1984
Job VP, Group Benefits at Dehoney Financial Group
Industry Insurance
Experience
Dehoney Financial Group January 1990 - Present
Manulife Financial March 1984 - 1989
Sun Life Financial 1976 - 1984
Skills
ALHC (Associate in Life..., Insurance, Employee Benefits, Benefits Administration, Health Insurance, Disability Insurance, Account Management, Group Benefit Plans
Education
Dawson College 1974 — 1975
Billings
Dehoney Financial Group January 1990 - Present
Manulife Financial March 1984 - 1989
Sun Life Financial 1976 - 1984
Skills
ALHC (Associate in Life..., Insurance, Employee Benefits, Benefits Administration, Health Insurance, Disability Insurance, Account Management, Group Benefit Plans
Education
Dawson College 1974 — 1975
Billings
Andrew Disa Andrew Disa's Sun Life Financial Experience January 2010 - August 2011
Job Residential Real Estate Specialist at Gibson Sotheby's International Realty
Industry Real Estate
Experience
Gibson Sotheby's International Realty July 2015 - Present
SavvyCard March 2014 - June 2015
Ashley Furniture HomeStore Corporate March 2013 - December 2013
Ashley Furniture Homestore, LTD. October 2011 - March 2013
Sun Life Financial January 2010 - August 2011
Sun Life Financial February 2009 - December 2009
Sun Life Financial September 2008 - January 2009
Sun Life Financial June 2007 - August 2008
Sun Life Financial February 2007 - June 2007
PAID, inc September 2006 - February 2007
Skills
Sales, Management, Marketing Strategy, Merchandising, Leadership, Strategic Planning, Account Management, Employee Benefits, Customer Service, Team Building, Marketing, Sales Operations, Change Management, Business Analysis, Project Management, Microsoft Office, Advertising, Supply Chain Management, Disabilities, Insurance, Real Estate, Real Estate Marketing, Real Estate Transactions
Education
Northeastern University 2004 — 2006
Bachelor of Applied Science (BASc), Music Business
County College of Morris 2002 — 2004
Gibson Sotheby's International Realty July 2015 - Present
SavvyCard March 2014 - June 2015
Ashley Furniture HomeStore Corporate March 2013 - December 2013
Ashley Furniture Homestore, LTD. October 2011 - March 2013
Sun Life Financial January 2010 - August 2011
Sun Life Financial February 2009 - December 2009
Sun Life Financial September 2008 - January 2009
Sun Life Financial June 2007 - August 2008
Sun Life Financial February 2007 - June 2007
PAID, inc September 2006 - February 2007
Skills
Sales, Management, Marketing Strategy, Merchandising, Leadership, Strategic Planning, Account Management, Employee Benefits, Customer Service, Team Building, Marketing, Sales Operations, Change Management, Business Analysis, Project Management, Microsoft Office, Advertising, Supply Chain Management, Disabilities, Insurance, Real Estate, Real Estate Marketing, Real Estate Transactions
Education
Northeastern University 2004 — 2006
Bachelor of Applied Science (BASc), Music Business
County College of Morris 2002 — 2004
James Lill James Lill's Sun Life Financial Experience January 2008 - April 2008
Job Experienced Account Executive and Compliance Officer looking for new opportunity in Employee Benefit and/or Risk MGMT
Industry Financial Services
Experience
Axion RMS, Ltd. October 2012 - August 2015
Insphere Insurance Solutions January 2011 - November 2012
Sun Life Financial January 2008 - April 2008
Skills
Employee Benefits, Affordable Care Act, Compliance Management, ERISA, HIPAA, Customer Retention, Client Services, Open Enrollment, Claims Resolution, Risk Management, Insurance Marketing
Education
Dartmouth College 2006 — 2010
Bachelor's Degree, History
Hinsdale
Hinsdale
Axion RMS, Ltd. October 2012 - August 2015
Insphere Insurance Solutions January 2011 - November 2012
Sun Life Financial January 2008 - April 2008
Skills
Employee Benefits, Affordable Care Act, Compliance Management, ERISA, HIPAA, Customer Retention, Client Services, Open Enrollment, Claims Resolution, Risk Management, Insurance Marketing
Education
Dartmouth College 2006 — 2010
Bachelor's Degree, History
Hinsdale
Hinsdale
Deborah Arruda's Sun Life Financial Experience March 1999 - June 2009
Job Business Analyst; Project Coordinator
Industry Management Consulting
Experience
Lahey Hospital & Medical Center 2011 - 2012
Sun Life Financial March 1999 - June 2009
Skills
Hospitals, Patient Safety, Inpatient, Healthcare, Healthcare Management, Critical Care, Acute Care, Customer Service, Time Management, Strategic Planning, Business Analysis, Project Planning, Management Training..., E-Learning, Blackboard, Training, Customer Experience, HIPAA, Key Performance..., Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, PowerPoint, Quality Assurance, Quality Management, Quality Control, Disaster Recovery, Mentoring, Medical Terminology, Medical Records, Call Centers, Data Analysis
Education
Northeastern University 1991 — 1994
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Curry College
Registered Nursing/Registered Nurse
Massachusetts Bay Community College
Health Services/Allied Health/Health Sciences, General
Lahey Hospital & Medical Center 2011 - 2012
Sun Life Financial March 1999 - June 2009
Skills
Hospitals, Patient Safety, Inpatient, Healthcare, Healthcare Management, Critical Care, Acute Care, Customer Service, Time Management, Strategic Planning, Business Analysis, Project Planning, Management Training..., E-Learning, Blackboard, Training, Customer Experience, HIPAA, Key Performance..., Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, PowerPoint, Quality Assurance, Quality Management, Quality Control, Disaster Recovery, Mentoring, Medical Terminology, Medical Records, Call Centers, Data Analysis
Education
Northeastern University 1991 — 1994
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Curry College
Registered Nursing/Registered Nurse
Massachusetts Bay Community College
Health Services/Allied Health/Health Sciences, General
Anna Crosskill Anna Crosskill's Sun Life Financial Experience June 2005 - March 2008
Job Analyst, Screening and Early Detection at the Canadian Partnership Against Cancer
Industry Hospital & Health Care
Experience
Canadian Partnership Against Cancer December 2014 - Present
Public Health Agency of Canada - Innovation Strategy October 2014 - December 2014
Cancer Care Ontario May 2014 - August 2014
Public Health Agency of Canada - Innovation Strategy September 2013 - April 2014
Public Health Agency of Canada May 2013 - August 2013
Ontario Tobacco Research Unit February 2013 - April 2013
Free The Children March 2009 - July 2012
Free The Children April 2008 - March 2009
Sun Life Financial June 2005 - March 2008
McGill University January 2005 - April 2005
Skills
Program Management, Project Management, Fundraising, Public Speaking, Health Promotion, Report Writing, Program Evaluation, French, Volunteer Management, Program Development, Non-profits, Relationship Management, Training, Qualitative Research, Nonprofits, Leadership, Community Outreach
Education
University of Toronto 2012 — 2014
Master of Public Health (MPH), Epidemiology & Health Promotion
McGill University
Bachelor of Arts (B.A.), International Development Studies, Minor in Economics
Dawson College
Liberal Arts
Canadian Partnership Against Cancer December 2014 - Present
Public Health Agency of Canada - Innovation Strategy October 2014 - December 2014
Cancer Care Ontario May 2014 - August 2014
Public Health Agency of Canada - Innovation Strategy September 2013 - April 2014
Public Health Agency of Canada May 2013 - August 2013
Ontario Tobacco Research Unit February 2013 - April 2013
Free The Children March 2009 - July 2012
Free The Children April 2008 - March 2009
Sun Life Financial June 2005 - March 2008
McGill University January 2005 - April 2005
Skills
Program Management, Project Management, Fundraising, Public Speaking, Health Promotion, Report Writing, Program Evaluation, French, Volunteer Management, Program Development, Non-profits, Relationship Management, Training, Qualitative Research, Nonprofits, Leadership, Community Outreach
Education
University of Toronto 2012 — 2014
Master of Public Health (MPH), Epidemiology & Health Promotion
McGill University
Bachelor of Arts (B.A.), International Development Studies, Minor in Economics
Dawson College
Liberal Arts
Eric Niu's Sun Life Financial Experience April 2012 - January 2013
Job Ontario Licensed insurance broker
Industry Automotive
Experience
Broker Team Group （Head office） February 2014 - Present
Alpha Choice Insurance Brokers Ltd. January 2013 - February 2014
Sun Life Financial April 2012 - January 2013
Don Valley North Lexus April 2011 - May 2012
Trento Subaru March 2009 - April 2011
Advantage Rent A Car April 2003 - April 2006
Skills
Critical Illness, Disability Insurance, Insurance, auto insurance, Finance, home insurance, Commercial Insurance, Customer Service, Customer Satisfaction
Education
Ryerson University 2002 — 2004
business, hospitality and tourism
George Brown College 2000 — 2002
hospitality and tourism
Dalian University of Foreign Languages 1996 — 1999
business, hospitality and tourism
Broker Team Group （Head office） February 2014 - Present
Alpha Choice Insurance Brokers Ltd. January 2013 - February 2014
Sun Life Financial April 2012 - January 2013
Don Valley North Lexus April 2011 - May 2012
Trento Subaru March 2009 - April 2011
Advantage Rent A Car April 2003 - April 2006
Skills
Critical Illness, Disability Insurance, Insurance, auto insurance, Finance, home insurance, Commercial Insurance, Customer Service, Customer Satisfaction
Education
Ryerson University 2002 — 2004
business, hospitality and tourism
George Brown College 2000 — 2002
hospitality and tourism
Dalian University of Foreign Languages 1996 — 1999
business, hospitality and tourism
Kathy P. Bannon, CEBS Kathy P. Bannon, CEBS's Sun Life Financial Experience September 2004 - Present
Job Account Executive, National Accounts at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2004 - Present
Manulife Financial March 2004 - August 2004
Maritime Life May 2003 - August 2004
Liberty Health Canada September 2000 - May 2003
Clarica Financial Services 1990 - 2000
Mercer Health & Benefits 1988 - 1990
Mutual Life of Canada 1978 - 1988
Skills
Project Management, Strategy, Strategic Planning, Negotiation, Relationship Management, Business Planning, Employee Benefits, Management, Sales, Underwriting, Insurance, Disability Insurance, Brokers, Critical Illness, Marketing, Health Insurance
Education
Wilfrid Laurier University 1975 — 1978
BA, Economics
Dalhousie University
CEBS
Sun Life Financial September 2004 - Present
Manulife Financial March 2004 - August 2004
Maritime Life May 2003 - August 2004
Liberty Health Canada September 2000 - May 2003
Clarica Financial Services 1990 - 2000
Mercer Health & Benefits 1988 - 1990
Mutual Life of Canada 1978 - 1988
Skills
Project Management, Strategy, Strategic Planning, Negotiation, Relationship Management, Business Planning, Employee Benefits, Management, Sales, Underwriting, Insurance, Disability Insurance, Brokers, Critical Illness, Marketing, Health Insurance
Education
Wilfrid Laurier University 1975 — 1978
BA, Economics
Dalhousie University
CEBS
Paul DeJager Paul DeJager's Sun Life Financial Experience February 2006 - March 2012
Job Estate Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services April 2012 - Present
Sun Life Financial February 2006 - March 2012
Standard Life May 2004 - February 2006
AEGON Canada / Transamerica September 1997 - February 2004
Skills
Wealth Management, Investments, Critical Illness, Strategic Financial..., Insurance, Disability Insurance, Retirement Planning, Mutual Funds, Estate Planning, Retirement, Pensions, Financial Services, Relationship Management, Life Insurance, Investment Strategies, Financial Planners, Business Strategy, Strategic Planning, New Business Development, Business Analysis, Investment Advisory, Asset Allocation
Education
Saint Mary's University 1997 — 1999
MBA
Dalhousie University 1994 — 1997
B.Sc.
RBC Wealth Management Financial Services April 2012 - Present
Sun Life Financial February 2006 - March 2012
Standard Life May 2004 - February 2006
AEGON Canada / Transamerica September 1997 - February 2004
Skills
Wealth Management, Investments, Critical Illness, Strategic Financial..., Insurance, Disability Insurance, Retirement Planning, Mutual Funds, Estate Planning, Retirement, Pensions, Financial Services, Relationship Management, Life Insurance, Investment Strategies, Financial Planners, Business Strategy, Strategic Planning, New Business Development, Business Analysis, Investment Advisory, Asset Allocation
Education
Saint Mary's University 1997 — 1999
MBA
Dalhousie University 1994 — 1997
B.Sc.
Sandra Rodd Sandra Rodd's Sun Life Financial Experience November 2008 - February 2012
Job Living Benefits Specialist
Industry Insurance
Experience
Independent Professional February 2012 - Present
Sun Life Financial November 2008 - February 2012
Education
Dalhousie University
Bachelor of Education (B.Ed.)
Mount Allison University
Bachelor of Arts (B.A.), Psychology & Sociology
Independent Professional February 2012 - Present
Sun Life Financial November 2008 - February 2012
Education
Dalhousie University
Bachelor of Education (B.Ed.)
Mount Allison University
Bachelor of Arts (B.A.), Psychology & Sociology
Francis Jirava's Sun Life Financial Experience June 2015 - Present
Job Account Executive, Voluntary Benefits Chargé de comptes, garanties facultatives at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial June 2012 - June 2015
Sun Life Financial April 2010 - May 2012
Sun Life Financial April 2008 - April 2010
Sun Life Financial March 2006 - April 2008
Skills
Change Management, Business Analysis, Insurance, Financial Services, Performance Management, Training Delivery, Talent Management, Coaching, Needs Analysis, Process Improvement, Employee Engagement, Succession Planning, Project Management, Business Process..., Relationship Management, Group Benefit Plans, National Accounts, Medical benefits, Dental benefits, Life Insurance, Disability Insurance, AD&D benefits, Customer Satisfaction, Customer Service, Customer Experience, Group Insurance, Critical Illness, Employee Benefits, Assurance
Education
Université de Montréal 2005 — 2008
Political Science and Government
Dawson College 1998 — 2003
Collège de Montréal 1993 — 1998
Sun Life Financial June 2015 - Present
Sun Life Financial June 2012 - June 2015
Sun Life Financial April 2010 - May 2012
Sun Life Financial April 2008 - April 2010
Sun Life Financial March 2006 - April 2008
Skills
Change Management, Business Analysis, Insurance, Financial Services, Performance Management, Training Delivery, Talent Management, Coaching, Needs Analysis, Process Improvement, Employee Engagement, Succession Planning, Project Management, Business Process..., Relationship Management, Group Benefit Plans, National Accounts, Medical benefits, Dental benefits, Life Insurance, Disability Insurance, AD&D benefits, Customer Satisfaction, Customer Service, Customer Experience, Group Insurance, Critical Illness, Employee Benefits, Assurance
Education
Université de Montréal 2005 — 2008
Political Science and Government
Dawson College 1998 — 2003
Collège de Montréal 1993 — 1998
Richard Brindisi, JD, AIFA® Richard Brindisi, JD, AIFA®'s Sun Life Financial Experience January 2003 - January 2004
Job Sr. Product Marketing Manager Retirement and HR Services at Paychex
Industry Human Resources
Experience
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
Paychex December 2011 - Present
Independent Consultant May 2010 - December 2011
Plante Moran Financial Advisors January 2006 - March 2009
Credit Suisse January 2004 - June 2005
Sun Life Financial January 2003 - January 2004
Raymond James March 1998 - December 2002
Skills
Employee Benefits, Asset Management, Insurance, 401k, Accounting, Estate Planning, Finance, Financial Services, Hedge Funds, Investments, Life Insurance, Management, Marketing, Pensions, Product Marketing, Program Management, Retirement, Sales Management, Salesforce.com, Start-ups, Strategic Financial..., Strategic Planning, Wealth Management, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
Certificate, Marketing Strategy
University of Richmond School of Law 1993 — 1996
Juris Doctorate, Law
Seton Hall University 1986 — 1990
BA, Communications
State University of New York at Buffalo 1987 — 1987
Le Moyne College 1986 — 1986
Pittsford Sutherland 1982 — 1986
Don Morga Don Morga's Sun Life Financial Experience June 1974 - June 2010
Job Director, Asset & Contract Management at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial June 1974 - June 2010
Education
Dawson College 1971 — 1974
Dawson College 1971 — 1974
Sun Life Financial June 1974 - June 2010
Education
Dawson College 1971 — 1974
Dawson College 1971 — 1974
Carly Meredith Carly Meredith's Sun Life Financial Experience 2010 - 2013
Job B.C.L/LL.B Candidate McGill University, Faculty of Law
Industry Law Practice
Experience
Imprimerie Ryan Inc. June 2007 - Present
One Earth Future Foundation May 2015 - August 2015
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. May 2014 - August 2014
Sun Life Financial 2010 - 2013
Batshaw Youth and Family Services 2009 - 2011
Skills
Public Speaking, Leadership, Languages, Bilingualism, Customer Service, Research, Legal Research, Time Management, Public Policy, French, Disability Insurance, Editing, Legal Writing, Policy Analysis
Education
McGill University 2013 — 2017
B.C.L LL.B, Law
University of Ottawa 2010 — 2013
Honours Bachelor's degree, International Relations and Languages, Graduated Magna Cum Laude
Dawson College 2008 — 2010
D.E.C, Languages
Imprimerie Ryan Inc. June 2007 - Present
One Earth Future Foundation May 2015 - August 2015
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. May 2014 - August 2014
Sun Life Financial 2010 - 2013
Batshaw Youth and Family Services 2009 - 2011
Skills
Public Speaking, Leadership, Languages, Bilingualism, Customer Service, Research, Legal Research, Time Management, Public Policy, French, Disability Insurance, Editing, Legal Writing, Policy Analysis
Education
McGill University 2013 — 2017
B.C.L LL.B, Law
University of Ottawa 2010 — 2013
Honours Bachelor's degree, International Relations and Languages, Graduated Magna Cum Laude
Dawson College 2008 — 2010
D.E.C, Languages
Suraya Auckbaraullee Suraya Auckbaraullee's Sun Life Financial Experience June 2012 - Present
Job at
Industry Education Management
Experience
Sun Life Financial June 2012 - Present
Medavie Blue Cross 2009 - 2012
Skills
Customer Service, Coaching, Budgets, Employee Benefits, Disability Insurance, Employee Training, Human Resources, Management, Program Development, Recruiting, Referrals, Team Leadership
Education
D'Youville College
Adult Education, Intermediate Senior Division
York University
B.A (Hons), Sociology
Sun Life Financial June 2012 - Present
Medavie Blue Cross 2009 - 2012
Skills
Customer Service, Coaching, Budgets, Employee Benefits, Disability Insurance, Employee Training, Human Resources, Management, Program Development, Recruiting, Referrals, Team Leadership
Education
D'Youville College
Adult Education, Intermediate Senior Division
York University
B.A (Hons), Sociology
Andrew Darfoor, ACMA, MBA's Sun Life Financial Experience August 2013 - Present
Job SVP & CEO, Sun Life Financial International
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Arzu Kesebi PMP, CBCP Arzu Kesebi PMP, CBCP's Sun Life Financial Experience September 2015 - Present
Job Senior IT Project Manager (contract) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Kesebi Consulting September 2012 - Present
Sun Life Financial January 2013 - October 2014
Sun Life Financial March 2005 - June 2012
Sun Life Financial March 2001 - March 2005
Sun Life Financial April 2000 - March 2001
Skills
PMP, Requirements Gathering, Business Analysis, CBCP, Business Relationship..., Mentoring, Business Process..., SharePoint, Program Management, MS Project, Visio, Vendor Management, Changepoint, SDLC, CMMI, Leadership, CRM, Project Management, Project Delivery, Process Improvement, Management, Disaster Recovery, Change Management, Testing, Training, Microsoft Project
Education
Project Management Insititute 2008 — 2008
PMP
Humber College 2006 — 2007
Project Management with Honours
Disaster Recovery Institute 2002 — 2002
CBCP
Dalhousie University 1994 — 1998
Sun Life Financial September 2015 - Present
Kesebi Consulting September 2012 - Present
Sun Life Financial January 2013 - October 2014
Sun Life Financial March 2005 - June 2012
Sun Life Financial March 2001 - March 2005
Sun Life Financial April 2000 - March 2001
Skills
PMP, Requirements Gathering, Business Analysis, CBCP, Business Relationship..., Mentoring, Business Process..., SharePoint, Program Management, MS Project, Visio, Vendor Management, Changepoint, SDLC, CMMI, Leadership, CRM, Project Management, Project Delivery, Process Improvement, Management, Disaster Recovery, Change Management, Testing, Training, Microsoft Project
Education
Project Management Insititute 2008 — 2008
PMP
Humber College 2006 — 2007
Project Management with Honours
Disaster Recovery Institute 2002 — 2002
CBCP
Dalhousie University 1994 — 1998
Charlotte Hindsley's Sun Life Financial Experience August 2007 - August 2008
Job Client Executive at IBM
Industry Information Technology and Services
Experience
IBM January 2015 - Present
IBM July 2014 - December 2014
UNC Kenan-Flagler June 2012 - May 2014
IBM May 2013 - August 2013
Premier Inc September 2011 - July 2012
Premier, Inc. August 2008 - October 2011
Premier Inc August 2008 - August 2010
Sun Life Financial August 2007 - August 2008
Skills
Financial Analysis, Competitive Analysis, Strategy, Financial Modeling, Analysis, Strategic Planning, Leadership, Marketing Strategy, Mergers & Acquisitions, Data Analysis, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Davidson College 2003 — 2007
B.S., Biology, Economics
IBM January 2015 - Present
IBM July 2014 - December 2014
UNC Kenan-Flagler June 2012 - May 2014
IBM May 2013 - August 2013
Premier Inc September 2011 - July 2012
Premier, Inc. August 2008 - October 2011
Premier Inc August 2008 - August 2010
Sun Life Financial August 2007 - August 2008
Skills
Financial Analysis, Competitive Analysis, Strategy, Financial Modeling, Analysis, Strategic Planning, Leadership, Marketing Strategy, Mergers & Acquisitions, Data Analysis, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Davidson College 2003 — 2007
B.S., Biology, Economics
Wendi Stimson Wendi Stimson's Sun Life Financial Experience October 2011 - Present
Job Account Executive, SunAdvantage at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2011 - Present
Empire Life May 2002 - April 2011
Liberty Health May 1993 - May 2002
Skills
Disability Insurance, Sales, CRM, Critical Illness, Financial Planners, New Business Development, Insurance, Employee Benefits, Management, Benefits Administration, Wealth Management, Commercial Insurance, Marketing, Sales Operations, Health Insurance, Financial Services, Leadership, Investments, Underwriting, Group Insurance, Account Management, Fixed Annuities, Health Savings Accounts, Risk Management, Mutual Funds, Pensions, Term Life Insurance, Brokers, Retirement, Retirement Planning, Long-term Care, Long Term Care Insurance, Estate Planning, Life Insurance, Customer Service, Strategic Planning
Education
Dalhousie University 2009 — 2015
CEBS, self - study
Sun Life Financial October 2011 - Present
Empire Life May 2002 - April 2011
Liberty Health May 1993 - May 2002
Skills
Disability Insurance, Sales, CRM, Critical Illness, Financial Planners, New Business Development, Insurance, Employee Benefits, Management, Benefits Administration, Wealth Management, Commercial Insurance, Marketing, Sales Operations, Health Insurance, Financial Services, Leadership, Investments, Underwriting, Group Insurance, Account Management, Fixed Annuities, Health Savings Accounts, Risk Management, Mutual Funds, Pensions, Term Life Insurance, Brokers, Retirement, Retirement Planning, Long-term Care, Long Term Care Insurance, Estate Planning, Life Insurance, Customer Service, Strategic Planning
Education
Dalhousie University 2009 — 2015
CEBS, self - study
Steve Dimitroff Steve Dimitroff's Sun Life Financial Experience January 1990 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
SWD Financial January 2008 - Present
Mortgage Intelligence (GMAC) January 2006 - December 2007
Oakville Financial marketing Centre January 2000 - January 2005
Sun Life Financial January 1990 - January 2000
Education
Dawson College 1973 — 1974
George Brown College
SWD Financial January 2008 - Present
Mortgage Intelligence (GMAC) January 2006 - December 2007
Oakville Financial marketing Centre January 2000 - January 2005
Sun Life Financial January 1990 - January 2000
Education
Dawson College 1973 — 1974
George Brown College
Silvy Picciano Silvy Picciano's Sun Life Financial Experience July 2011 - Present
Job AVP, Enterprise Continuity; IT and Shared Services Risk and Compliance Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2011 - Present
Sun Life Financial March 2011 - Present
Sun Life Financial June 2010 - March 2011
Sun Life Financial September 2007 - June 2010
Sun Life Financial February 2005 - August 2007
Sun Life Financial April 2002 - February 2005
Sun Life Financial January 1997 - March 2002
Skills
PMO, Enterprise Software, Leadership, Financial Risk, Business Continuity..., Risk Management, Insurance, Financial Services, Finance, Governance, Business Analysis, Enterprise Risk..., Vendor Management, Operational Risk..., Process Improvement
Education
The Corporate Executive Board 2008 — 2008
Certificate - Business IT Leadership
York University - Schulich School of Business 2007 — 2007
Certificate - Developing a Strategic Mindset
Harvard Business School 2003 — 2003
Certificate - Business Strategy
Dawson College 1979 — 1982
DEC Information Systems, IT
Sun Life Financial July 2011 - Present
Sun Life Financial March 2011 - Present
Sun Life Financial June 2010 - March 2011
Sun Life Financial September 2007 - June 2010
Sun Life Financial February 2005 - August 2007
Sun Life Financial April 2002 - February 2005
Sun Life Financial January 1997 - March 2002
Skills
PMO, Enterprise Software, Leadership, Financial Risk, Business Continuity..., Risk Management, Insurance, Financial Services, Finance, Governance, Business Analysis, Enterprise Risk..., Vendor Management, Operational Risk..., Process Improvement
Education
The Corporate Executive Board 2008 — 2008
Certificate - Business IT Leadership
York University - Schulich School of Business 2007 — 2007
Certificate - Developing a Strategic Mindset
Harvard Business School 2003 — 2003
Certificate - Business Strategy
Dawson College 1979 — 1982
DEC Information Systems, IT
Deborah Sherren's Sun Life Financial Experience April 2002 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Business Breakfast Club 2011 - Present
Sun Life Financial April 2002 - Present
Sun Life Financial December 2003 - June 2011
ICT Northumberland College November 1997 - April 2002
Skills
Long Term Care Insurance, Critical Illness, Disability Insurance, Fixed Annuities, Retirement, Life Insurance, Investments, Insurance, Financial Advisory, Mutual Funds, Employee Benefits, Pensions, Health Insurance, Small Business, Risk Management, Sales, Recruiting, Savings, Retirement Planning, Wealth, Long-term Care, Financial Planners, Marketing, Term Life Insurance
Education
Dalhousie University 1990 — 1992
MHSA, Masters in Health Services Administration
St. Francis Xavier University 1974 — 1978
BScN, Nursing
Business Breakfast Club 2011 - Present
Sun Life Financial April 2002 - Present
Sun Life Financial December 2003 - June 2011
ICT Northumberland College November 1997 - April 2002
Skills
Long Term Care Insurance, Critical Illness, Disability Insurance, Fixed Annuities, Retirement, Life Insurance, Investments, Insurance, Financial Advisory, Mutual Funds, Employee Benefits, Pensions, Health Insurance, Small Business, Risk Management, Sales, Recruiting, Savings, Retirement Planning, Wealth, Long-term Care, Financial Planners, Marketing, Term Life Insurance
Education
Dalhousie University 1990 — 1992
MHSA, Masters in Health Services Administration
St. Francis Xavier University 1974 — 1978
BScN, Nursing
Christopher Anastasi Christopher Anastasi's Sun Life Financial Experience August 1999 - November 2005
Job Registered Nurse at Duke Raleigh Hospital
Industry Hospital & Health Care
Experience
Duke Raleigh Hospital July 2012 - Present
Fidelity Investments September 2007 - February 2010
State Street Bank 2005 - 2007
Sun Life Financial August 1999 - November 2005
Waddell & Reed Financial Services 1995 - 1997
Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning
Education
Duke University School of Nursing 2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66
Northeastern University - Graduate School of Business Administration 1993 — 1994
Master of Business Administration (MBA), 3.54
Wentworth Institute of Technology 1988 — 1992
BS, Construction Management, 3.91
Massasoit Community College 1986 — 1988
AS, HVAC Design, 3.34
Duke Raleigh Hospital July 2012 - Present
Fidelity Investments September 2007 - February 2010
State Street Bank 2005 - 2007
Sun Life Financial August 1999 - November 2005
Waddell & Reed Financial Services 1995 - 1997
Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning
Education
Duke University School of Nursing 2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66
Northeastern University - Graduate School of Business Administration 1993 — 1994
Master of Business Administration (MBA), 3.54
Wentworth Institute of Technology 1988 — 1992
BS, Construction Management, 3.91
Massasoit Community College 1986 — 1988
AS, HVAC Design, 3.34
Steve Chipman Steve Chipman's Sun Life Financial Experience May 1998 - June 2013
Job Chipman Financial Planning Services
Industry Financial Services
Experience
Chipman Financial Planning Services August 2013 - Present
Sun Life Financial May 1998 - June 2013
Maritime Life November 1990 - May 1998
Imperial Life February 1973 - October 1990
Skills
Keen Listener, Financial Analysis, clear communicator, Research, Strategic Financial..., Financial Advisory, Microsoft Office, Insurance, Retirement Planning, Mutual Funds, Personal Financial..., Finance, Financial Planners, Wealth Management, Marketing, Fixed Annuities, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Wealth
Education
Various Industry 1990 — 2013
CFP,CLU,CH.F.C.,CSC,TEP
York University 1983 — 1989
Master of Business Administration (MBA), Marketing
Dalhousie University 1968 — 1972
Bachelor's degree, Philosophy
Yarmouth High
Chipman Financial Planning Services August 2013 - Present
Sun Life Financial May 1998 - June 2013
Maritime Life November 1990 - May 1998
Imperial Life February 1973 - October 1990
Skills
Keen Listener, Financial Analysis, clear communicator, Research, Strategic Financial..., Financial Advisory, Microsoft Office, Insurance, Retirement Planning, Mutual Funds, Personal Financial..., Finance, Financial Planners, Wealth Management, Marketing, Fixed Annuities, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Wealth
Education
Various Industry 1990 — 2013
CFP,CLU,CH.F.C.,CSC,TEP
York University 1983 — 1989
Master of Business Administration (MBA), Marketing
Dalhousie University 1968 — 1972
Bachelor's degree, Philosophy
Yarmouth High
Terry Pittman, PMP Terry Pittman, PMP's Sun Life Financial Experience 1992 - 2002
Job Project Coordinator at CN
Industry Information Technology and Services
Experience
CN July 2013 - Present
IT consutant October 2012 - June 2013
CSC January 2010 - September 2012
CSC 2006 - December 2009
CSC 2004 - December 2006
CSC April 2002 - 2003
Sun Life Financial 1992 - 2002
Pratt & Whitney 1988 - 1992
CAE 1988 - 1989
CAE 1985 - 1987
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, ITIL, Software Project..., IT Strategy, Service Delivery, IT Management, Integration, IT Service Management, IT Outsourcing, Offshoring, Business Process..., Vendor Management, Business Process, Program Management, Team Leadership, Process Improvement, Outsourcing, Quality Assurance, Project Management, Management, Project Planning, Software Documentation, Business Intelligence, JCL, Project Delivery, PMO, Resource Management, Change Management, MS Project, Software Development, Business Transformation, Information Technology, Leadership, Business Process Design, Visio, Governance, Analysis, Systems Analysis, CMMI, User Acceptance Testing, Works well with a team, Enterprise Architecture
Education
PMI Institute 2013 — 2013
PMP, Project Management
Dawson College 1981 — 1985
D.E.C., Computer Science
CN July 2013 - Present
IT consutant October 2012 - June 2013
CSC January 2010 - September 2012
CSC 2006 - December 2009
CSC 2004 - December 2006
CSC April 2002 - 2003
Sun Life Financial 1992 - 2002
Pratt & Whitney 1988 - 1992
CAE 1988 - 1989
CAE 1985 - 1987
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, ITIL, Software Project..., IT Strategy, Service Delivery, IT Management, Integration, IT Service Management, IT Outsourcing, Offshoring, Business Process..., Vendor Management, Business Process, Program Management, Team Leadership, Process Improvement, Outsourcing, Quality Assurance, Project Management, Management, Project Planning, Software Documentation, Business Intelligence, JCL, Project Delivery, PMO, Resource Management, Change Management, MS Project, Software Development, Business Transformation, Information Technology, Leadership, Business Process Design, Visio, Governance, Analysis, Systems Analysis, CMMI, User Acceptance Testing, Works well with a team, Enterprise Architecture
Education
PMI Institute 2013 — 2013
PMP, Project Management
Dawson College 1981 — 1985
D.E.C., Computer Science
Brenda O'Connor Brenda O'Connor's Sun Life Financial Experience November 1978 - July 2001
Job Reverse Logistics Coordinator (Claims/AR) at Trimera Brands / Gottex Canada Enterprises
Industry Apparel & Fashion
Experience
Trimera Brands / Gottex Canada Enterprises December 2014 - Present
Accountemps March 2013 - October 2014
Westmount Moving & Warehousing April 2012 - June 2012
Accountemps February 2012 - April 2012
Mary Kay Cosmetics February 2001 - February 2012
Accountemps January 2012 - January 2012
Accounting Clerk 2012 - 2012
Worlds com 3D Chat Program 2000 - 2002
Sun Life Financial November 1978 - July 2001
Sun Life Financial November 1978 - July 2001
Skills
Reverse Logistics, Accounts Payable, Invoicing, Microsoft Excel, Outlook, Accounting, Microsoft Office, Customer Service, Management, QuickBooks, Inventory Management, Purchasing, Momentis, Budgets
Education
Dawson College 2010 — 2011
AEC, Accounting & Software Applications
Trimera Brands / Gottex Canada Enterprises December 2014 - Present
Accountemps March 2013 - October 2014
Westmount Moving & Warehousing April 2012 - June 2012
Accountemps February 2012 - April 2012
Mary Kay Cosmetics February 2001 - February 2012
Accountemps January 2012 - January 2012
Accounting Clerk 2012 - 2012
Worlds com 3D Chat Program 2000 - 2002
Sun Life Financial November 1978 - July 2001
Sun Life Financial November 1978 - July 2001
Skills
Reverse Logistics, Accounts Payable, Invoicing, Microsoft Excel, Outlook, Accounting, Microsoft Office, Customer Service, Management, QuickBooks, Inventory Management, Purchasing, Momentis, Budgets
Education
Dawson College 2010 — 2011
AEC, Accounting & Software Applications
Brenda Taylor Brenda Taylor's Sun Life Financial Experience September 2009 - October 2010
Job Sales Consultant / Group Life and Health at RBC Insurance
Industry Financial Services
Experience
RBC Insurance March 2013 - Present
Desjardins Financial Security November 2010 - November 2012
Sun Life Financial September 2009 - October 2010
Remax Masters 2006 - 2009
GWL 2001 - 2006
Sun Life Financial January 1992 - May 1998
Sun Life Financial November 1986 - May 1992
Skills
CEBS - RPA designation, Life Insurance Licensed..., Previously held mutual..., Account Management..., Common sense, Emotional Intelligence, Intuitive Intelligence, Sales, Organizational..., Social Networking, Life Insurance, CEBS, Common Sense, Pensions, Manage Client..., Sales Presentations, New Business Development, Business Intelligence, Retirement Savings, Retirement Planning, Group Insurance, Strategic Planning, Insurance, Management, Retirement, Wealth Management, Financial Planners, Disability Insurance, Employee Benefits, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Term Life Insurance, Financial Advisory, Health Insurance, Long-term Care, CRM, Wealth, Defined Benefit, Business Development, Strategic Financial...
Education
Dalhousie University
CEBS / RPA Designation & currently working on GBA, group insurance
UBC
Completed Real Estate course in 2006
RBC Insurance March 2013 - Present
Desjardins Financial Security November 2010 - November 2012
Sun Life Financial September 2009 - October 2010
Remax Masters 2006 - 2009
GWL 2001 - 2006
Sun Life Financial January 1992 - May 1998
Sun Life Financial November 1986 - May 1992
Skills
CEBS - RPA designation, Life Insurance Licensed..., Previously held mutual..., Account Management..., Common sense, Emotional Intelligence, Intuitive Intelligence, Sales, Organizational..., Social Networking, Life Insurance, CEBS, Common Sense, Pensions, Manage Client..., Sales Presentations, New Business Development, Business Intelligence, Retirement Savings, Retirement Planning, Group Insurance, Strategic Planning, Insurance, Management, Retirement, Wealth Management, Financial Planners, Disability Insurance, Employee Benefits, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Term Life Insurance, Financial Advisory, Health Insurance, Long-term Care, CRM, Wealth, Defined Benefit, Business Development, Strategic Financial...
Education
Dalhousie University
CEBS / RPA Designation & currently working on GBA, group insurance
UBC
Completed Real Estate course in 2006
Michael XJ Suen Michael XJ Suen's Sun Life Financial Experience December 2007 - November 2009
Job Financial Advisor / Group Benefits Consultant at Marian Chan Ins & Fin Services Ltd
Industry Financial Services
Experience
Marian Chan Ins & Fin Services Ltd April 2010 - Present
Sun Life Financial December 2007 - November 2009
Education
Dalhousie University 1998 — 2000
BEDS, Architecture
Marian Chan Ins & Fin Services Ltd April 2010 - Present
Sun Life Financial December 2007 - November 2009
Education
Dalhousie University 1998 — 2000
BEDS, Architecture
Mubashir Rizvi Mubashir Rizvi's Sun Life Financial Experience May 2012 - Present
Job Program and product management professional in the technology sector
Industry Information Technology and Services
Experience
Sun Life Financial May 2012 - Present
Goldwebmedia.com 2008 - Present
Sandvine April 2010 - May 2012
Seagate Technology 2008 - 2009
Nortel 2006 - 2008
Nortel 2005 - 2006
Nortel 2003 - 2005
Nortel 2000 - 2003
Nortel 1994 - 2000
Education
Cornell University - Johnson Graduate School of Management 2006 — 2007
MBA
Queen's University 2006 — 2007
MBA
PMI
PMP
Western University 1992 — 1995
M.E.Sc, Electromagnetics
NED University of Engineering and Technology 1986 — 1991
B.E., Electrical Engineering
Sun Life Financial May 2012 - Present
Goldwebmedia.com 2008 - Present
Sandvine April 2010 - May 2012
Seagate Technology 2008 - 2009
Nortel 2006 - 2008
Nortel 2005 - 2006
Nortel 2003 - 2005
Nortel 2000 - 2003
Nortel 1994 - 2000
Education
Cornell University - Johnson Graduate School of Management 2006 — 2007
MBA
Queen's University 2006 — 2007
MBA
PMI
PMP
Western University 1992 — 1995
M.E.Sc, Electromagnetics
NED University of Engineering and Technology 1986 — 1991
B.E., Electrical Engineering
Meng(Elizabeth) Wu Meng(Elizabeth) Wu's Sun Life Financial Experience September 2013 - May 2014
Job Master of Applied Statistics
Industry Capital Markets
Experience
Sun Life Financial September 2013 - May 2014
Capital First Partners June 2013 - July 2013
Skills
Research, Microsoft Office, Data Analysis, Customer Service, Teamwork, Microsoft Excel, Time Management, Public Speaking, Business Strategy, Strategic Planning, Mixology and Bartending, Leadership, Financial Modeling
Education
York University 2014 — 2015
Master’s Degree, Applied Statistics
Dalhousie University 2010 — 2014
Bachelor’s Degree, Double major in Statistics and Mathematics
Sun Life Financial September 2013 - May 2014
Capital First Partners June 2013 - July 2013
Skills
Research, Microsoft Office, Data Analysis, Customer Service, Teamwork, Microsoft Excel, Time Management, Public Speaking, Business Strategy, Strategic Planning, Mixology and Bartending, Leadership, Financial Modeling
Education
York University 2014 — 2015
Master’s Degree, Applied Statistics
Dalhousie University 2010 — 2014
Bachelor’s Degree, Double major in Statistics and Mathematics
John Pomar's Sun Life Financial Experience August 2004 - December 2006
Job Accountant III at Group Insurance Commission
Industry Financial Services
Experience
Group Insurance Commission September 2014 - Present
NPS Rent Assurance® February 2014 - June 2014
State Street Bank, Boston, MA May 2013 - February 2014
State Street Bank, Quincy MA February 2012 - May 2013
State Street September 2011 - February 2012
Bank of New York Mellon September 2007 - June 2010
Brown Brothers & Harriman December 2006 - September 2007
Sun Life Financial August 2004 - December 2006
United States Army December 2003 - August 2004
Skills
Relationship Management, Public Speaking, Wealth Management..., Mutual Funds, Microsoft Office, Microsoft Excel, Series 63, Financial Analysis, Customer Service, Insurance, PowerPoint, Portfolio Management, SEI System, Global Plus, Salesforce.com, Bloomberg
Education
Curry College 2008 — 2011
MBA, Business Administration and Management, General, 3.7
Stonehill College 1999 — 2003
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Group Insurance Commission September 2014 - Present
NPS Rent Assurance® February 2014 - June 2014
State Street Bank, Boston, MA May 2013 - February 2014
State Street Bank, Quincy MA February 2012 - May 2013
State Street September 2011 - February 2012
Bank of New York Mellon September 2007 - June 2010
Brown Brothers & Harriman December 2006 - September 2007
Sun Life Financial August 2004 - December 2006
United States Army December 2003 - August 2004
Skills
Relationship Management, Public Speaking, Wealth Management..., Mutual Funds, Microsoft Office, Microsoft Excel, Series 63, Financial Analysis, Customer Service, Insurance, PowerPoint, Portfolio Management, SEI System, Global Plus, Salesforce.com, Bloomberg
Education
Curry College 2008 — 2011
MBA, Business Administration and Management, General, 3.7
Stonehill College 1999 — 2003
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Cindy Slayton, MBA Cindy Slayton, MBA's Sun Life Financial Experience 2011 - 2015
Job Marketing Communications | Direct | Email | Social | Digital | Events | Employee Communications
Industry Marketing and Advertising
Experience
Fidelity Investments August 2015 - Present
Sun Life Financial 2011 - 2015
ADP 2007 - 2011
Direct Marketing Print & Fulfillment Solutions 2006 - 2007
W.A. Wilde 2003 - 2006
Hill Holliday 2000 - 2003
Staples 1995 - 1997
Digitas (formerly Bronner Slosberg Humphrey) January 1994 - December 1995
Kessler Financial Services 1990 - 1994
Skills
Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Account Management, Social Media, Employee Benefits, Digital Marketing, Strategic Communications, Leadership, Direct Mail, Lead Generation, CRM, Internal Communications, Strategy, Project Management, Trade Show Planning, Event Marketing, Integrated Marketing, Financial Services, Public Relations, Event Planning, Employee Benefit..., Creative Concept..., Content Marketing, Branding, Brand Implementation, Retention Marketing, Event Marketing Strategy, Client Service, Social Media...
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
Fitchburg State University
B.S., Communications/Media
Fidelity Investments August 2015 - Present
Sun Life Financial 2011 - 2015
ADP 2007 - 2011
Direct Marketing Print & Fulfillment Solutions 2006 - 2007
W.A. Wilde 2003 - 2006
Hill Holliday 2000 - 2003
Staples 1995 - 1997
Digitas (formerly Bronner Slosberg Humphrey) January 1994 - December 1995
Kessler Financial Services 1990 - 1994
Skills
Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Account Management, Social Media, Employee Benefits, Digital Marketing, Strategic Communications, Leadership, Direct Mail, Lead Generation, CRM, Internal Communications, Strategy, Project Management, Trade Show Planning, Event Marketing, Integrated Marketing, Financial Services, Public Relations, Event Planning, Employee Benefit..., Creative Concept..., Content Marketing, Branding, Brand Implementation, Retention Marketing, Event Marketing Strategy, Client Service, Social Media...
Education
Northeastern University - Graduate School of Business Administration
MBA, Marketing
Fitchburg State University
B.S., Communications/Media
Tasha Kitty, SPHR, CCDP's Sun Life Financial Experience March 2012 - August 2014
Job Vice President Talent Management and Learning Agility at DigitasLBi_US
Industry Human Resources
Experience
DigitasLBi_US July 2015 - Present
DigitasLBi_US August 2014 - June 2015
Sun Life Financial March 2012 - August 2014
Sun Life Financial April 2010 - March 2012
Sun Life Financial May 2008 - April 2010
Sun Life Financial January 2007 - June 2008
Sun Life Financial June 2005 - December 2006
Koster Insurance Agency 2004 - 2005
Sun Life Financial 1999 - 2004
Skills
Leadership Development, Talent Management, Human Resources, Program Management, Management, Employee Relations, Performance Management, Recruiting, Budgets, Personality Assessment, Cultural Competency, Competency Assessment, Talent Acquisition, Interviews, Strategy, Onboarding, Career Development, Diversity, Diversity Training, Change Management, Workshop Facilitation, HR Consulting, Hiring, Strategic HR, Behavioral Interviewing, Employee Engagement, Leadership, Diversity & Inclusion, Equality & Diversity, Inclusive Leadership, Diversity Program..., Strategic Planning, Program Development
Education
Lesley University 2009 — 2012
M.A., Intercultural Relations
Cornell University 2009 — 2010
Diversity Management, Diversity Management Certification
University of Massachusetts, Amherst 1995 — 1999
BA, Sociology
DigitasLBi_US July 2015 - Present
DigitasLBi_US August 2014 - June 2015
Sun Life Financial March 2012 - August 2014
Sun Life Financial April 2010 - March 2012
Sun Life Financial May 2008 - April 2010
Sun Life Financial January 2007 - June 2008
Sun Life Financial June 2005 - December 2006
Koster Insurance Agency 2004 - 2005
Sun Life Financial 1999 - 2004
Skills
Leadership Development, Talent Management, Human Resources, Program Management, Management, Employee Relations, Performance Management, Recruiting, Budgets, Personality Assessment, Cultural Competency, Competency Assessment, Talent Acquisition, Interviews, Strategy, Onboarding, Career Development, Diversity, Diversity Training, Change Management, Workshop Facilitation, HR Consulting, Hiring, Strategic HR, Behavioral Interviewing, Employee Engagement, Leadership, Diversity & Inclusion, Equality & Diversity, Inclusive Leadership, Diversity Program..., Strategic Planning, Program Development
Education
Lesley University 2009 — 2012
M.A., Intercultural Relations
Cornell University 2009 — 2010
Diversity Management, Diversity Management Certification
University of Massachusetts, Amherst 1995 — 1999
BA, Sociology
robert pattillo's Sun Life Financial Experience September 1998 - February 2001
Job Brand, Corporate Communication Strategy
Industry Public Relations and Communications
Experience
Scotiabank October 2011 - October 2014
DundeeWealth Inc. March 2007 - October 2011
Robert Pattillo Corporate Communications February 2005 - March 2007
Toronto Stock Exchange February 2001 - February 2005
Sun Life Financial September 1998 - February 2001
Alliance Communications Corporation September 1995 - September 1998
CBC January 1992 - September 1995
Ernst & Young February 1989 - January 1992
Scotiabank February 1984 - February 1987
Royal Commission on the Economic Union and Development Prospects for Canada (Macdonald Commission) February 1983 - February 1984
Skills
Management, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Press Releases, Public Relations, Social Media, Strategic Communications, Strategic Planning
Education
Saint Mary's University 1975 — 1976
Bachelor of Education (BEd), Special Education and Teaching
Dalhousie University 1970 — 1973
Bachelor's degree, History, Economics
Scotiabank October 2011 - October 2014
DundeeWealth Inc. March 2007 - October 2011
Robert Pattillo Corporate Communications February 2005 - March 2007
Toronto Stock Exchange February 2001 - February 2005
Sun Life Financial September 1998 - February 2001
Alliance Communications Corporation September 1995 - September 1998
CBC January 1992 - September 1995
Ernst & Young February 1989 - January 1992
Scotiabank February 1984 - February 1987
Royal Commission on the Economic Union and Development Prospects for Canada (Macdonald Commission) February 1983 - February 1984
Skills
Management, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Press Releases, Public Relations, Social Media, Strategic Communications, Strategic Planning
Education
Saint Mary's University 1975 — 1976
Bachelor of Education (BEd), Special Education and Teaching
Dalhousie University 1970 — 1973
Bachelor's degree, History, Economics
Jake Panavas Jake Panavas's Sun Life Financial Experience December 2014 - Present
Job Wealth Sales Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Enactus Dalhousie November 2013 - May 2014
Actv8 Marketing Inc June 2011 - August 2013
Credico Marketing September 2011 - February 2012
Clevelands House Resort June 2011 - August 2011
Amelia Auto Detail June 2010 - April 2011
Panavista Tours January 2009 - July 2010
Seal the Deal June 2008 - August 2008
Skills
Entrepreneurship, Sales, Teamwork, Marketing, Market Research, Event Management, Social Media, Advertising, Product Marketing, Project Management, Public Speaking, Event Planning, Customer Service
Education
Dalhousie University 2010 — 2014
Bachelor of Management, Entrepreneurship and Innovation
University of Vilnius 2013 — 2013
Linguistics and Cultural Studies Summer Course, Linguistics and Cultural Studies
University of Economics, Prague 2012 — 2013
CESP Exchange Program, Economics
Sun Life Financial December 2014 - Present
Enactus Dalhousie November 2013 - May 2014
Actv8 Marketing Inc June 2011 - August 2013
Credico Marketing September 2011 - February 2012
Clevelands House Resort June 2011 - August 2011
Amelia Auto Detail June 2010 - April 2011
Panavista Tours January 2009 - July 2010
Seal the Deal June 2008 - August 2008
Skills
Entrepreneurship, Sales, Teamwork, Marketing, Market Research, Event Management, Social Media, Advertising, Product Marketing, Project Management, Public Speaking, Event Planning, Customer Service
Education
Dalhousie University 2010 — 2014
Bachelor of Management, Entrepreneurship and Innovation
University of Vilnius 2013 — 2013
Linguistics and Cultural Studies Summer Course, Linguistics and Cultural Studies
University of Economics, Prague 2012 — 2013
CESP Exchange Program, Economics
Kien On's Sun Life Financial Experience March 2006 - March 2012
Job Connecting with Clients & Striving for Operations Excellence since 1998
Industry Consumer Services
Experience
Meilo/Vario Corp 2015 - Present
Place2B & Co., LC March 2013 - July 2014
Tiffany & Co. March 2012 - February 2013
Sun Life Financial March 2006 - March 2012
Open Ratings June 2003 - June 2005
Capital Crossing Bank June 2001 - June 2003
Boston Financial Data Services 1997 - 2000
Skills
Negotiation, Quality Management, International Business, Trend Analysis, Team Building, CRM, Innovative Thinking, Strategy, Process Improvement, Management, Customer Service, Entrepreneurship, Startup Development, Business Coaching, Development Of Teams, Social Media Marketing, Branding & Identity, Sales Promotion, Cultural Management, Client Relationship..., Globalization, Emerging Trends, Concept Design, Life & Health Insurance..., Series 6, Long Term Care Insurance, Disability Insurance, Variable Annuities, Variable Life, Equity Indexed Annuities, Mutual Funds, Property & Casualty..., Sales, Strategic Planning, Marketing Strategy, Leadership
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), International Management; Marketing
Northeastern University 2000 — 2004
Bachelor of Science (B.S.), International Business; Marketing
Meilo/Vario Corp 2015 - Present
Place2B & Co., LC March 2013 - July 2014
Tiffany & Co. March 2012 - February 2013
Sun Life Financial March 2006 - March 2012
Open Ratings June 2003 - June 2005
Capital Crossing Bank June 2001 - June 2003
Boston Financial Data Services 1997 - 2000
Skills
Negotiation, Quality Management, International Business, Trend Analysis, Team Building, CRM, Innovative Thinking, Strategy, Process Improvement, Management, Customer Service, Entrepreneurship, Startup Development, Business Coaching, Development Of Teams, Social Media Marketing, Branding & Identity, Sales Promotion, Cultural Management, Client Relationship..., Globalization, Emerging Trends, Concept Design, Life & Health Insurance..., Series 6, Long Term Care Insurance, Disability Insurance, Variable Annuities, Variable Life, Equity Indexed Annuities, Mutual Funds, Property & Casualty..., Sales, Strategic Planning, Marketing Strategy, Leadership
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), International Management; Marketing
Northeastern University 2000 — 2004
Bachelor of Science (B.S.), International Business; Marketing
J. David Tompkins J. David Tompkins's Sun Life Financial Experience October 1996 - April 2009
Job Manager Group Client Development at Manitoba Blue Cross
Industry Insurance
Experience
Manitoba Blue Cross April 2009 - Present
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux April 2010 - April 2011
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux May 2008 - April 2010
Sun Life Financial October 1996 - April 2009
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux May 2007 - April 2008
London Life June 1990 - April 1996
Skills
Employee Benefits, Underwriting, Problem Solving, Customer Relations, Strategic Planning, Customer Service, Negotiation, Team Leadership, Process Improvement, Business Strategy, Product Development, Account Management, Performance Management, Organizational..., New Business Development, Employee Engagement, Sales Management, Coaching, Change Management, Leadership, Disability Insurance, Risk Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
CEBS - Fellowship
Dalhousie University 2000 — 2004
Certified Employee Benefits Specialist
The University of British Columbia 1983 — 1990
B.A., Political Science - International Relations
Manitoba Blue Cross April 2009 - Present
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux April 2010 - April 2011
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux May 2008 - April 2010
Sun Life Financial October 1996 - April 2009
Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux May 2007 - April 2008
London Life June 1990 - April 1996
Skills
Employee Benefits, Underwriting, Problem Solving, Customer Relations, Strategic Planning, Customer Service, Negotiation, Team Leadership, Process Improvement, Business Strategy, Product Development, Account Management, Performance Management, Organizational..., New Business Development, Employee Engagement, Sales Management, Coaching, Change Management, Leadership, Disability Insurance, Risk Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
CEBS - Fellowship
Dalhousie University 2000 — 2004
Certified Employee Benefits Specialist
The University of British Columbia 1983 — 1990
B.A., Political Science - International Relations
Keith MacKay, BComm CHS RCIS Keith MacKay, BComm CHS RCIS's Sun Life Financial Experience August 2006 - Present
Job Advisor, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2006 - Present
Kent Building Supplies March 2005 - February 2006
Zellers July 2003 - February 2005
Skills
Disability Insurance, Customer Service, Strategic Planning, Retail, Small Business, Sales, Insurance, Investments, Coaching, Employee Benefits, Business Planning, Entrepreneurship, Risk Management, Life Insurance, Retirement, Finance, Retirement Planning, Strategic Financial..., Leadership, Financial Planners
Education
Dalhousie University 1997 — 2002
BComm, Accounting
Queen Elizabeth High School 1994 — 1997
High School diploma
Sun Life Financial August 2006 - Present
Kent Building Supplies March 2005 - February 2006
Zellers July 2003 - February 2005
Skills
Disability Insurance, Customer Service, Strategic Planning, Retail, Small Business, Sales, Insurance, Investments, Coaching, Employee Benefits, Business Planning, Entrepreneurship, Risk Management, Life Insurance, Retirement, Finance, Retirement Planning, Strategic Financial..., Leadership, Financial Planners
Education
Dalhousie University 1997 — 2002
BComm, Accounting
Queen Elizabeth High School 1994 — 1997
High School diploma
Ann E. David Ann E. David's Sun Life Financial Experience 2006 - 2008
Job Head Corporate Affairs at Aviva Canada
Industry Financial Services
Experience
Aviva Canada January 2014 - Present
Aviva Canada September 2012 - Present
Aviva North America May 2011 - September 2012
Aviva North America March 2010 - May 2011
Aviva Canada July 2008 - March 2010
Sun Life Financial 2006 - 2008
Sun Life Financial 2003 - 2006
Sun Life Financial 2001 - 2003
Sun Life Financial 1996 - 2001
Sun Life Financial 1992 - 1996
Skills
Corporate Communications, Issues Management, Internal Communications, Employee Engagement, Crisis Communications, Strategic Communications, Executive Communications, Coaching, Stakeholder Engagement, Reputation Management, Organizational Change, Governance, Change Management, Corporate Social..., Media Relations, Leadership, Strategy, Public Relations, Communication Training, Management, Project Management, Brand Management, Social Media, Communications Planning, Culture Change, Stakeholder Management, Human Resources, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Speech Writing, Intranet, Internal & External..., Business Transformation, Crisis Management, Change Communications, Intranet Strategy
Education
Harvard Business School 2005 — 2005
Executive Leadership Program
Mount Saint Vincent University 1981 — 1983
BPR, PR, Communications, Business, Journalism
Dalhousie University 1980 — 1981
BA
Sir Charles Tupper :)!!
Aviva Canada January 2014 - Present
Aviva Canada September 2012 - Present
Aviva North America May 2011 - September 2012
Aviva North America March 2010 - May 2011
Aviva Canada July 2008 - March 2010
Sun Life Financial 2006 - 2008
Sun Life Financial 2003 - 2006
Sun Life Financial 2001 - 2003
Sun Life Financial 1996 - 2001
Sun Life Financial 1992 - 1996
Skills
Corporate Communications, Issues Management, Internal Communications, Employee Engagement, Crisis Communications, Strategic Communications, Executive Communications, Coaching, Stakeholder Engagement, Reputation Management, Organizational Change, Governance, Change Management, Corporate Social..., Media Relations, Leadership, Strategy, Public Relations, Communication Training, Management, Project Management, Brand Management, Social Media, Communications Planning, Culture Change, Stakeholder Management, Human Resources, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Speech Writing, Intranet, Internal & External..., Business Transformation, Crisis Management, Change Communications, Intranet Strategy
Education
Harvard Business School 2005 — 2005
Executive Leadership Program
Mount Saint Vincent University 1981 — 1983
BPR, PR, Communications, Business, Journalism
Dalhousie University 1980 — 1981
BA
Sir Charles Tupper :)!!
Craig England Craig England's Sun Life Financial Experience June 2012 - May 2015
Job Director Portfolio Management at GWL Realty Advisors
Industry Real Estate
Experience
GWL Realty Advisors June 2015 - Present
Sun Life Financial June 2012 - May 2015
Skills
Asset Management, Valuation, Commercial Real Estate, Real Estate, Real Estate Economics, Commercial Mortgages, Real Estate Acquisitions, Argus Modeling, Appraisals, Real Estate Development, Due Diligence, Financial Modeling, Negotiation, Real Estate Transactions, Real Estate Financing, Investors, Acquisitions, Mortgage Servicing, Mortgage Underwriting, Portfolio Management
Education
Appraisal Institute of Canada 2013 — 2016
AACI - Candidate Member
The University of British Columbia 2013 — 2015
PGCV, Sauder School of Business
RECO (Real Estate College of Ontario)
Chartered Financial Analyst (CFA)
Completion of Level One
Huron University College 2001 — 2003
Commerce, Finance
Dalhousie University 2000 — 2001
GWL Realty Advisors June 2015 - Present
Sun Life Financial June 2012 - May 2015
Skills
Asset Management, Valuation, Commercial Real Estate, Real Estate, Real Estate Economics, Commercial Mortgages, Real Estate Acquisitions, Argus Modeling, Appraisals, Real Estate Development, Due Diligence, Financial Modeling, Negotiation, Real Estate Transactions, Real Estate Financing, Investors, Acquisitions, Mortgage Servicing, Mortgage Underwriting, Portfolio Management
Education
Appraisal Institute of Canada 2013 — 2016
AACI - Candidate Member
The University of British Columbia 2013 — 2015
PGCV, Sauder School of Business
RECO (Real Estate College of Ontario)
Chartered Financial Analyst (CFA)
Completion of Level One
Huron University College 2001 — 2003
Commerce, Finance
Dalhousie University 2000 — 2001
Aline Ajamian Aline Ajamian's Sun Life Financial Experience June 2008 - Present
Job Manager Group Underwriting, National Accounts Eastern Region at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2008 - Present
Sun Life Financial July 2003 - June 2008
Sun Life Financial July 2001 - June 2003
Education
McGill University 1996 — 2000
Bachelor of Science (B.Sc.), Mathematics
Dawson College 1994 — 1996
DEC, Health Sciences
LaurenHill Academy 1989 — 1994
Sun Life Financial June 2008 - Present
Sun Life Financial July 2003 - June 2008
Sun Life Financial July 2001 - June 2003
Education
McGill University 1996 — 2000
Bachelor of Science (B.Sc.), Mathematics
Dawson College 1994 — 1996
DEC, Health Sciences
LaurenHill Academy 1989 — 1994
Colombe Foisy Colombe Foisy's Sun Life Financial Experience 2010 - Present
Job Conseillère en sécurité financière chez Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial 2010 - Present
SOS Gestion 2002 - 2010
Education
Adminsitration
Sun Life Financial 2010 - Present
SOS Gestion 2002 - 2010
Education
Adminsitration
Lauren Reed's Sun Life Financial Experience April 2014 - Present
Job Director, National Marketing Programs at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2014 - Present
Sun Life Financial June 2012 - April 2014
Sun Life Financial June 2011 - June 2012
Sun Life Financial January 2011 - July 2011
Sun Life Financial May 2010 - January 2011
Sun Life Financial April 2007 - May 2010
Sun Life Financial September 2005 - April 2007
Sun Life Financial October 2001 - September 2005
The Shopping Channel March 1999 - April 2001
Skills
Marketing, Copywriting, Creative Direction, Marketing Communications, Direct Marketing, Corporate Branding, Email Marketing, InDesign, Strategy, Leadership, Project Management, Newsletters, Strategic Communications, Multi-channel Marketing, Management
Education
Dalhousie University 2009 — 2010
Group Benefits Associate, International Foundation of Employee Benefit Plans
Seneca College of Applied Arts and Technology 1999 — 2001
Creative Advertising
Seneca College of Applied Arts and Technology 1997 — 1999
Audio-Visual Multimedia
Sun Life Financial April 2014 - Present
Sun Life Financial June 2012 - April 2014
Sun Life Financial June 2011 - June 2012
Sun Life Financial January 2011 - July 2011
Sun Life Financial May 2010 - January 2011
Sun Life Financial April 2007 - May 2010
Sun Life Financial September 2005 - April 2007
Sun Life Financial October 2001 - September 2005
The Shopping Channel March 1999 - April 2001
Skills
Marketing, Copywriting, Creative Direction, Marketing Communications, Direct Marketing, Corporate Branding, Email Marketing, InDesign, Strategy, Leadership, Project Management, Newsletters, Strategic Communications, Multi-channel Marketing, Management
Education
Dalhousie University 2009 — 2010
Group Benefits Associate, International Foundation of Employee Benefit Plans
Seneca College of Applied Arts and Technology 1999 — 2001
Creative Advertising
Seneca College of Applied Arts and Technology 1997 — 1999
Audio-Visual Multimedia
Narges Siadati-Fini, CPA, CMA, GBA Narges Siadati-Fini, CPA, CMA, GBA's Sun Life Financial Experience August 2013 - Present
Job Senior Financial Analyst
Industry Management Consulting
Experience
Sun Life Financial August 2013 - Present
Kimbercote Farms July 2012 - Present
Sun Life Financial September 2012 - August 2013
Sun Life Financial September 2010 - September 2012
Sun Life Financial June 2010 - September 2010
Toronto Public Library 2002 - 2009
Skills
Marketing Communications, Highly Adaptable, Collaborative Problem..., Time Management, Team Leadership, Analytical Skills, Leadership, Strategic Communications, Cross-functional Team..., Analysis, Business Analysis, Corporate Communications, Market Research, Data Analysis, Proposal Writing, Strategic Planning, CRM, Teamwork, Project Management, Marketing Strategy, Marketing, Critical Thinking, Change Management, Finance, Financial Analysis, Strategy
Education
Certified Management Accountants of Ontario 2011 — 2013
Certified Management Accountant
Dalhousie University 2011 — 2012
Group Benefits Assosicate Certification (GBA)
York University - Schulich School of Business 2006 — 2010
iBBA
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Exchange term
Sun Life Financial August 2013 - Present
Kimbercote Farms July 2012 - Present
Sun Life Financial September 2012 - August 2013
Sun Life Financial September 2010 - September 2012
Sun Life Financial June 2010 - September 2010
Toronto Public Library 2002 - 2009
Skills
Marketing Communications, Highly Adaptable, Collaborative Problem..., Time Management, Team Leadership, Analytical Skills, Leadership, Strategic Communications, Cross-functional Team..., Analysis, Business Analysis, Corporate Communications, Market Research, Data Analysis, Proposal Writing, Strategic Planning, CRM, Teamwork, Project Management, Marketing Strategy, Marketing, Critical Thinking, Change Management, Finance, Financial Analysis, Strategy
Education
Certified Management Accountants of Ontario 2011 — 2013
Certified Management Accountant
Dalhousie University 2011 — 2012
Group Benefits Assosicate Certification (GBA)
York University - Schulich School of Business 2006 — 2010
iBBA
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Exchange term
Akara Elsbach's Sun Life Financial Experience February 2001 - August 2006
Job AVP, RFP Project Manager
Industry Insurance
Experience
Marsh April 2011 - Present
Longfellow Investment Management August 2006 - April 2010
Sun Life Financial February 2001 - August 2006
Attunity Inc. June 2000 - February 2001
Diversified Investment Advisors January 1997 - June 1998
Skills
Direct Marketing, New Business Development, Cross-functional Team..., Project Management, Salesforce.com, Sales, Insurance, Strategy, Nonprofits, PowerPoint, Access, Microsoft Word, Marketing Management, Relationship Marketing, Word, Excel, ROI Management, Mentoring, Cross Functional Team..., Commercial Insurance, Knowledge Management, Financial Analysis, Financial Services, Risk Management, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Business
University of Massachusetts, Amherst
BA, History
Briarcliff High School
Marsh April 2011 - Present
Longfellow Investment Management August 2006 - April 2010
Sun Life Financial February 2001 - August 2006
Attunity Inc. June 2000 - February 2001
Diversified Investment Advisors January 1997 - June 1998
Skills
Direct Marketing, New Business Development, Cross-functional Team..., Project Management, Salesforce.com, Sales, Insurance, Strategy, Nonprofits, PowerPoint, Access, Microsoft Word, Marketing Management, Relationship Marketing, Word, Excel, ROI Management, Mentoring, Cross Functional Team..., Commercial Insurance, Knowledge Management, Financial Analysis, Financial Services, Risk Management, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Business
University of Massachusetts, Amherst
BA, History
Briarcliff High School
Gillian Kufsky (Welsh)'s Sun Life Financial Experience March 2014 - Present
Job Director of Business Initiatives at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2014 - Present
Sun Life Financial June 2012 - March 2014
Aon Hewitt July 2010 - October 2012
KPMG May 2007 - August 2010
Convergia Peru June 2005 - December 2005
Skills
Corporate Communications, Internal Communications
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Dalhousie University 2001 — 2005
Universidad de Salamanca
Sun Life Financial March 2014 - Present
Sun Life Financial June 2012 - March 2014
Aon Hewitt July 2010 - October 2012
KPMG May 2007 - August 2010
Convergia Peru June 2005 - December 2005
Skills
Corporate Communications, Internal Communications
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Dalhousie University 2001 — 2005
Universidad de Salamanca
Patricia Page's Sun Life Financial Experience 2009 - February 2011
Job Vice President, Global Wealth and Investing Marketing, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Bank of America Merrill Lynch January 2011 - Present
Sun Life Financial 2009 - February 2011
Fidelity Investments 2007 - 2009
Liberty Mutual 2003 - 2007
Liberty Life Assurance Company of Boston 1998 - 2003
Skills
Strategy, Project Management, Marketing Strategy, Branding & Identity, Relationship Management, Financial Services, Marketing Communications, Client Development, Collaboration, Leadership, Crisis Management, Vendor Management, B2B Marketing, B2C marketing, B2B2C, Risk Management, Corporate Communications, Written & Oral..., Event Management
Education
Daniel Webster College
BS, Business Management - Marketing
University of Notre Dame - Mendoza College of Business
CSSC
Tim Meier's Sun Life Financial Experience March 2007 - September 2007
Job Associate, Catastrophe Management at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2012 - June 2013
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual February 2011 - September 2011
WilmerHale January 2011 - January 2011
e-Dialog May 2009 - June 2009
Keane October 2008 - February 2009
State Street March 2008 - April 2008
Sun Life Financial March 2007 - September 2007
Fidelity Investments September 1999 - February 2007
Skills
Project Management, Data Analysis, Project Planning, Business Development, Forecasting, Research, Business Analysis, Budgets, Software Documentation, Analytics, Finance, Customer Service, Visual Basic, Financial Analysis, Financial Modeling, CRM, Risk Management, Process Improvement, Microsoft Excel, Strategic Planning
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, History
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2012 - June 2013
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual February 2011 - September 2011
WilmerHale January 2011 - January 2011
e-Dialog May 2009 - June 2009
Keane October 2008 - February 2009
State Street March 2008 - April 2008
Sun Life Financial March 2007 - September 2007
Fidelity Investments September 1999 - February 2007
Skills
Project Management, Data Analysis, Project Planning, Business Development, Forecasting, Research, Business Analysis, Budgets, Software Documentation, Analytics, Finance, Customer Service, Visual Basic, Financial Analysis, Financial Modeling, CRM, Risk Management, Process Improvement, Microsoft Excel, Strategic Planning
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, History
Petr Volek, MBA, PMP's Sun Life Financial Experience July 2010 - December 2011
Job Infrastructure Project Manager at TD
Industry Information Technology and Services
Experience
TD January 2015 - Present
Wipro / Innovapost September 2014 - January 2015
Torstar Corporation March 2012 - September 2014
Sun Life Financial July 2010 - December 2011
Bank of Montreal January 2010 - July 2010
Rogers May 2008 - January 2010
Ministry of Government Services February 2008 - April 2008
Greater Toronto Airports Authority June 2007 - February 2008
Nokia / Business Infrastructure 1999 - 2002
Skills
Microsoft Exchange, Data Center, Vendor Management, Virtualization, PMP, Servers, Enterprise Architecture, Project Management, Infrastructure, Firewalls, Outsourcing, Storage Area Networks, Enterprise Software, Hardware, SAN
Education
York University - Schulich School of Business 2006 — 2009
MBA, Strategic Management
České vysoké učení technické v Praze 1985 — 1990
Ing., Mechanical Engineering
TD January 2015 - Present
Wipro / Innovapost September 2014 - January 2015
Torstar Corporation March 2012 - September 2014
Sun Life Financial July 2010 - December 2011
Bank of Montreal January 2010 - July 2010
Rogers May 2008 - January 2010
Ministry of Government Services February 2008 - April 2008
Greater Toronto Airports Authority June 2007 - February 2008
Nokia / Business Infrastructure 1999 - 2002
Skills
Microsoft Exchange, Data Center, Vendor Management, Virtualization, PMP, Servers, Enterprise Architecture, Project Management, Infrastructure, Firewalls, Outsourcing, Storage Area Networks, Enterprise Software, Hardware, SAN
Education
York University - Schulich School of Business 2006 — 2009
MBA, Strategic Management
České vysoké učení technické v Praze 1985 — 1990
Ing., Mechanical Engineering
Neil Yonker's Sun Life Financial Experience April 2012 - Present
Job Director at Delaware Life Insurance Company
Industry Accounting
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial April 2008 - April 2012
BearingPoint 2006 - 2008
TJX March 2006 - April 2006
BankBoston 2000 - 2001
Skills
Hyperion Enterprise, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, US GAAP, Accounting, Forecasting, Treasury Management, Auditing
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA, Accounting
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (B.A.), Economics
Sun Life Financial April 2012 - Present
Sun Life Financial April 2008 - April 2012
BearingPoint 2006 - 2008
TJX March 2006 - April 2006
BankBoston 2000 - 2001
Skills
Hyperion Enterprise, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, US GAAP, Accounting, Forecasting, Treasury Management, Auditing
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA, Accounting
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (B.A.), Economics
Laura Bracco's Sun Life Financial Experience February 2010 - Present
Job Director Product and Reinsurance Accounting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2010 - Present
Sun Life Financial August 2005 - February 2010
Sun Life Financial May 2000 - August 2005
Skills
Insurance, Process Improvement, Analysis, Customer Service, Microsoft Excel, Access, Business Analysis, Project Management, Risk Management, Data Analysis, Microsoft Office
Education
Curry College 2006 — 2008
Sun Life Financial February 2010 - Present
Sun Life Financial August 2005 - February 2010
Sun Life Financial May 2000 - August 2005
Skills
Insurance, Process Improvement, Analysis, Customer Service, Microsoft Excel, Access, Business Analysis, Project Management, Risk Management, Data Analysis, Microsoft Office
Education
Curry College 2006 — 2008
Jeff Ronchetti's Sun Life Financial Experience July 1996 - October 2000
Job Inside Sales Manager at IBM Cognos
Industry Computer Software
Experience
IBM January 2009 - Present
Cognos July 2007 - January 2009
IBM May 2006 - June 2007
MetLife Financial Services November 2000 - May 2006
Sun Life Financial July 1996 - October 2000
Education
Framingham State University 1990 — 1994
MBA, Business
Curry College 1985 — 1989
BA, Com/Management
IBM January 2009 - Present
Cognos July 2007 - January 2009
IBM May 2006 - June 2007
MetLife Financial Services November 2000 - May 2006
Sun Life Financial July 1996 - October 2000
Education
Framingham State University 1990 — 1994
MBA, Business
Curry College 1985 — 1989
BA, Com/Management
Donna Golaski's Sun Life Financial Experience 2000 - 2004
Job Principle Program Manager at Akamai Technologies
Industry Computer Networking
Experience
Akamai Technologies 2012 - Present
Cognizant Technology Solutions 2008 - 2011
Coventry Health Care 2006 - 2008
Sun Life Financial 2000 - 2004
Epsilon 1992 - 1998
Skills
Strategic Consulting, Engagement Management, Strategy, Agile Project Management, Project Management, Program Management, Process Improvement, Business Analysis, Management, Analytics, IT Strategy, SDLC, Financial Mgmt, Human Capital
Education
Northeastern University - Graduate School of Business Administration
MBA
Regis College
BA
Akamai Technologies 2012 - Present
Cognizant Technology Solutions 2008 - 2011
Coventry Health Care 2006 - 2008
Sun Life Financial 2000 - 2004
Epsilon 1992 - 1998
Skills
Strategic Consulting, Engagement Management, Strategy, Agile Project Management, Project Management, Program Management, Process Improvement, Business Analysis, Management, Analytics, IT Strategy, SDLC, Financial Mgmt, Human Capital
Education
Northeastern University - Graduate School of Business Administration
MBA
Regis College
BA
Mila Levine's Sun Life Financial Experience July 1998 - April 2005
Job Senior Lecturer at Curry College
Industry Education Management
Experience
Curry College September 2004 - Present
Northeastern University January 2004 - May 2009
Sun Life Financial July 1998 - April 2005
Metropolitan Life December 1993 - June 1998
Computer Horizons April 1989 - November 1993
New England Financial March 1981 - April 1989
Skills
RFP, Resource Management, Databases, Security, SQL, IT Management, Microsoft Office, Data Warehousing, Higher Education, Adult Education, Database Design, Microsoft SQL Server, Instructional Design, Program Management, Enterprise Architecture, Performance Tuning, Requirements Analysis, Software Documentation, Requirements Gathering, Curriculum Design, Data Analysis, Oracle, Database Administration, Information Technology, Faculty Development, Analysis, University Teaching, College Teaching, Distance Learning, Training, Teaching, Academic Administration, Student Affairs, Staff Development, Curriculum Development, Admissions, Student Development, E-Learning, Technical Writing
Education
Nova Southeastern University 2002 — 2005
Ph. D. candidate, Information Systems
Northeastern University - Graduate School of Business Administration 1990 — 1992
MBA, High Technology
Curry College September 2004 - Present
Northeastern University January 2004 - May 2009
Sun Life Financial July 1998 - April 2005
Metropolitan Life December 1993 - June 1998
Computer Horizons April 1989 - November 1993
New England Financial March 1981 - April 1989
Skills
RFP, Resource Management, Databases, Security, SQL, IT Management, Microsoft Office, Data Warehousing, Higher Education, Adult Education, Database Design, Microsoft SQL Server, Instructional Design, Program Management, Enterprise Architecture, Performance Tuning, Requirements Analysis, Software Documentation, Requirements Gathering, Curriculum Design, Data Analysis, Oracle, Database Administration, Information Technology, Faculty Development, Analysis, University Teaching, College Teaching, Distance Learning, Training, Teaching, Academic Administration, Student Affairs, Staff Development, Curriculum Development, Admissions, Student Development, E-Learning, Technical Writing
Education
Nova Southeastern University 2002 — 2005
Ph. D. candidate, Information Systems
Northeastern University - Graduate School of Business Administration 1990 — 1992
MBA, High Technology
Ali Parkins's Sun Life Financial Experience November 2009 - December 2010
Job HR Business Partner at ADP
Industry Human Resources
Experience
ADP December 2010 - Present
Sun Life Financial November 2009 - December 2010
Direct Energy 2003 - 2009
Irwin Toy 2005 - 2006
Leitch Technology 2001 - 2003
Beamscope 2000 - 2002
Skills
HRIS, Talent Management, Employee Relations, Performance Management, Strategic Planning, Employee Engagment
Education
Nova Scotia Community College 1996 — 1998
Advanced Diploma, Human Resources Management and Services
Dalhousie University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
ADP December 2010 - Present
Sun Life Financial November 2009 - December 2010
Direct Energy 2003 - 2009
Irwin Toy 2005 - 2006
Leitch Technology 2001 - 2003
Beamscope 2000 - 2002
Skills
HRIS, Talent Management, Employee Relations, Performance Management, Strategic Planning, Employee Engagment
Education
Nova Scotia Community College 1996 — 1998
Advanced Diploma, Human Resources Management and Services
Dalhousie University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Emanuel Harvey's Sun Life Financial Experience July 2006 - February 2008
Job Due Diligence Analyst, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
Sharon Lawton's Sun Life Financial Experience 1977 - 1986
Job Change Order Analyst at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
Betsey Dillon's Sun Life Financial Experience June 2007 - March 2008
Job Senior Technology and Life Science Underwriter at The Hartford
Industry Insurance
Experience
The Hartford March 2008 - Present
Sun Life Financial June 2007 - March 2008
Genworth Financial June 2006 - June 2007
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Liability, Commercial Lines, Workers Compensation, Casualty, Legal Liability, Risk Management, Professional Liability, Umbrella Insurance, Brokers, General Insurance
Education
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Sewanee-The University of the South
The Hartford March 2008 - Present
Sun Life Financial June 2007 - March 2008
Genworth Financial June 2006 - June 2007
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Liability, Commercial Lines, Workers Compensation, Casualty, Legal Liability, Risk Management, Professional Liability, Umbrella Insurance, Brokers, General Insurance
Education
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Sewanee-The University of the South
Christopher Sansone's Sun Life Financial Experience April 2002 - February 2007
Job Corporate Tax Supervisor at Eaton Vance
Industry Accounting
Experience
Eaton Vance February 2007 - Present
Sun Life Financial April 2002 - February 2007
Education
Northeastern University - Graduate School of Business Administration 2007 — 2012
MBA
Northeastern University 1994 — 1999
BSBA, Accounting
Eaton Vance February 2007 - Present
Sun Life Financial April 2002 - February 2007
Education
Northeastern University - Graduate School of Business Administration 2007 — 2012
MBA
Northeastern University 1994 — 1999
BSBA, Accounting
Lorraine Rodgers's Sun Life Financial Experience February 2011 - Present
Job Enterprise Infrastructure PM Practice Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2011 - Present
Schulich Executive Education Centre (SEEC) 2015 - 2015
Sun Life Financial June 2009 - March 2011
Sun Life Financial September 2009 - June 2010
Sun Life Financial 2000 - 2006
Skills
Requirements Analysis, PMO, Business Analysis, Process Improvement, Vendor Management, Project Management, Leadership, Strategy, SDLC, Talent Management, Enterprise Architecture, Change Management, IT Strategy, IT Management, Team Leadership, Disaster Recovery, Requirements Gathering, PMP, Project Portfolio..., Business Process..., Management
Education
Dawson College 1978 — 1981
Computer Science
McGill University
VCCHS
VCCHS
York University - Schulich School of Business
York University - Schulich School of Business
Sun Life Financial February 2011 - Present
Schulich Executive Education Centre (SEEC) 2015 - 2015
Sun Life Financial June 2009 - March 2011
Sun Life Financial September 2009 - June 2010
Sun Life Financial 2000 - 2006
Skills
Requirements Analysis, PMO, Business Analysis, Process Improvement, Vendor Management, Project Management, Leadership, Strategy, SDLC, Talent Management, Enterprise Architecture, Change Management, IT Strategy, IT Management, Team Leadership, Disaster Recovery, Requirements Gathering, PMP, Project Portfolio..., Business Process..., Management
Education
Dawson College 1978 — 1981
Computer Science
McGill University
VCCHS
VCCHS
York University - Schulich School of Business
York University - Schulich School of Business
Domenico Danesi's Sun Life Financial Experience October 2010 - December 2011
Job IT Consultant Transfer Solutions Engineering at TD
Industry Information Technology and Services
Experience
eHealth Ontario April 2012 - July 2013
Sun Life Financial October 2010 - December 2011
Shoppers Drug Mart July 2009 - September 2010
Canadian Tire May 1997 - March 2009
Standard Life Assurance Company May 1988 - April 1997
Skills
ITIL, Unix, DB2, Vendor Management, Oracle, SQL, Change Management, Project Management, COBOL, Disaster Recovery, AIX, PL/SQL, Team Building, Microsoft SQL Server, Testing, Software Development, Java, z/OS, Java Enterprise Edition, Websphere, Weblogic, Perl, Leadership Development, ITIL V3, oop, CICS, Coaching, Data Analysis, C#, .NET, WebSphere MQ, HP-UX, J2EE, JDBC, Linux, Network Security, Microsoft Office, Organizational..., C, Release Management, Deployment Planning, Quality Management, Database Design, WebSphere Message Broker, Excel, DataPower, TIBCO
Education
Ryerson University 2005 — 2008
Certification in Project Management
McGill University
Computer Science - two years of study
Dawson College
DEC, Computer Science
eHealth Ontario April 2012 - July 2013
Sun Life Financial October 2010 - December 2011
Shoppers Drug Mart July 2009 - September 2010
Canadian Tire May 1997 - March 2009
Standard Life Assurance Company May 1988 - April 1997
Skills
ITIL, Unix, DB2, Vendor Management, Oracle, SQL, Change Management, Project Management, COBOL, Disaster Recovery, AIX, PL/SQL, Team Building, Microsoft SQL Server, Testing, Software Development, Java, z/OS, Java Enterprise Edition, Websphere, Weblogic, Perl, Leadership Development, ITIL V3, oop, CICS, Coaching, Data Analysis, C#, .NET, WebSphere MQ, HP-UX, J2EE, JDBC, Linux, Network Security, Microsoft Office, Organizational..., C, Release Management, Deployment Planning, Quality Management, Database Design, WebSphere Message Broker, Excel, DataPower, TIBCO
Education
Ryerson University 2005 — 2008
Certification in Project Management
McGill University
Computer Science - two years of study
Dawson College
DEC, Computer Science
Juan Whitlock's Sun Life Financial Experience May 2013 - February 2014
Job HR&HRIS(Workday),Group Benefits Experince
Industry Human Resources
Experience
Sun Life Financial May 2013 - February 2014
Sunlife Financial June 2011 - April 2013
Sun Life Financial April 2008 - June 2011
Liberty Mutual Insurance May 1996 - April 2008
Skills
Human Resources, HRIS, Employee Benefits, PeopleSoft, Customer Service, Claims Management, FMLA, Training, Workday, Personnel Management, Management, Insurance, New Hire Orientations, Recruiting, Analysis, Applicant Tracking..., Employee Relations, Benefits Administration, Onboarding, Employee Engagement, HR Policies, Interviews, HR Consulting, Time Management, Taleo, Talent Management, Hiring, Performance Management, Succession Planning, Coaching, Employee Training, Talent Acquisition, ADP Payroll, College Recruiting, Deferred Compensation, Organizational..., Software Documentation, Payroll, Process Improvement, Internet Recruiting, Public Speaking, Job Evaluation
Education
Daniel Webster College 2001 — 2003
Bachelor's of Science, Organizational Management
Sun Life Financial May 2013 - February 2014
Sunlife Financial June 2011 - April 2013
Sun Life Financial April 2008 - June 2011
Liberty Mutual Insurance May 1996 - April 2008
Skills
Human Resources, HRIS, Employee Benefits, PeopleSoft, Customer Service, Claims Management, FMLA, Training, Workday, Personnel Management, Management, Insurance, New Hire Orientations, Recruiting, Analysis, Applicant Tracking..., Employee Relations, Benefits Administration, Onboarding, Employee Engagement, HR Policies, Interviews, HR Consulting, Time Management, Taleo, Talent Management, Hiring, Performance Management, Succession Planning, Coaching, Employee Training, Talent Acquisition, ADP Payroll, College Recruiting, Deferred Compensation, Organizational..., Software Documentation, Payroll, Process Improvement, Internet Recruiting, Public Speaking, Job Evaluation
Education
Daniel Webster College 2001 — 2003
Bachelor's of Science, Organizational Management
Susana Lau's Sun Life Financial Experience December 2005 - February 2009
Job
Industry Marketing and Advertising
Experience
NexJ Systems March 2014 - Present
Points February 2013 - September 2013
Grand & Toy June 2009 - July 2011
Sun Life Financial December 2005 - February 2009
Skills
Lead Generation, CRM, Business Intelligence, Project Management, Direct Marketing, Database Marketing, Direct Mail, Email Marketing, Marketing Strategy, Access, Customer Service, Marketing Communications, Eblasts, Mailing List Management, Market Research, Salesforce.com, Epiphany, MapInfo 8.5, Wufoo, Vovici, Academic SAS Enterprise..., Callidus
Education
Dalhousie University 2000 — 2005
Bachelor of Commerce (BComm), Marketing Informatics
Escuela Campo Alegre
International Baccalaureate (IB) Diploma Program
NexJ Systems March 2014 - Present
Points February 2013 - September 2013
Grand & Toy June 2009 - July 2011
Sun Life Financial December 2005 - February 2009
Skills
Lead Generation, CRM, Business Intelligence, Project Management, Direct Marketing, Database Marketing, Direct Mail, Email Marketing, Marketing Strategy, Access, Customer Service, Marketing Communications, Eblasts, Mailing List Management, Market Research, Salesforce.com, Epiphany, MapInfo 8.5, Wufoo, Vovici, Academic SAS Enterprise..., Callidus
Education
Dalhousie University 2000 — 2005
Bachelor of Commerce (BComm), Marketing Informatics
Escuela Campo Alegre
International Baccalaureate (IB) Diploma Program
David Jennex, Ph.D.'s Sun Life Financial Experience December 2014 - Present
Job Program Manager Alternative Workspace Strategy at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
TD July 2013 - July 2014
TD May 2007 - December 2012
BMO September 2006 - April 2007
RBC January 2002 - August 2006
CGI August 1998 - December 2001
Skills
Project Management, Governance, Project Portfolio..., Enterprise Content..., PMO, Requirements Analysis, Strategic Planning, Business Analysis, Change Management, Project Planning, Program Management, Portfolio Management, Business Transformation, Project Delivery, SDLC, Banking, Business Intelligence, Business Process, Business Process..., Business Process..., Enterprise Software, IT Strategy, Integration, Knowledge Management, Leadership, MS Project, Management, Outsourcing, PMP, Requirements Gathering, Resource Management, Risk Management, SharePoint, Software Documentation, Software Project..., Stakeholder Management, Training, Vendor Management, Microsoft Project
Education
University of Waterloo
Ph.D., Philosophy
University of Alberta
Master of Arts, Philosophy
Dalhousie University
Bachelor of Arts, History and Philosophy of Science and Technology
Humber College
Diploma, Internet Management
Sun Life Financial December 2014 - Present
TD July 2013 - July 2014
TD May 2007 - December 2012
BMO September 2006 - April 2007
RBC January 2002 - August 2006
CGI August 1998 - December 2001
Skills
Project Management, Governance, Project Portfolio..., Enterprise Content..., PMO, Requirements Analysis, Strategic Planning, Business Analysis, Change Management, Project Planning, Program Management, Portfolio Management, Business Transformation, Project Delivery, SDLC, Banking, Business Intelligence, Business Process, Business Process..., Business Process..., Enterprise Software, IT Strategy, Integration, Knowledge Management, Leadership, MS Project, Management, Outsourcing, PMP, Requirements Gathering, Resource Management, Risk Management, SharePoint, Software Documentation, Software Project..., Stakeholder Management, Training, Vendor Management, Microsoft Project
Education
University of Waterloo
Ph.D., Philosophy
University of Alberta
Master of Arts, Philosophy
Dalhousie University
Bachelor of Arts, History and Philosophy of Science and Technology
Humber College
Diploma, Internet Management
Wendy Roberts's Sun Life Financial Experience 1992 - 2000
Job Corporate and Public Affairs at TD Bank Group
Industry Financial Services
Experience
TD Bank Group 2013 - 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada 2006 - 2008
Bell Canada 2003 - 2005
Bell Canada 2000 - 2003
Sun Life Financial 1992 - 2000
Skills
Marketing Communications, Corporate Sponsorships, Campaigns, Event Management, B2B Marketing, Advertising, Promotions, Change Management, corporate commun, Strategic Communications, Internal Communications, Corporate Events, Human Resources, Training Delivery, Employee Recognition, Recruiting
Education
University of Toronto - Rotman School of Management
Woman in Business Program
Ryerson University
Human Resources Management Certificate
Dalhousie University
Bachelor of Arts
TD Bank Group 2013 - 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada 2006 - 2008
Bell Canada 2003 - 2005
Bell Canada 2000 - 2003
Sun Life Financial 1992 - 2000
Skills
Marketing Communications, Corporate Sponsorships, Campaigns, Event Management, B2B Marketing, Advertising, Promotions, Change Management, corporate commun, Strategic Communications, Internal Communications, Corporate Events, Human Resources, Training Delivery, Employee Recognition, Recruiting
Education
University of Toronto - Rotman School of Management
Woman in Business Program
Ryerson University
Human Resources Management Certificate
Dalhousie University
Bachelor of Arts
James Lill's Sun Life Financial Experience January 2008 - April 2008
Job Research & Marketing at Mid American Group
Industry Insurance
Experience
Mid American Group January 2004 - Present
Sun Life Financial January 2008 - April 2008
Total Broker Benefits June 2007 - September 2007
Education
Dartmouth College 2006 — 2010
A.B., History
Mid American Group January 2004 - Present
Sun Life Financial January 2008 - April 2008
Total Broker Benefits June 2007 - September 2007
Education
Dartmouth College 2006 — 2010
A.B., History
Chrissy Allen's Sun Life Financial Experience April 2006 - Present
Job Manager, Clinical Operations at Best Doctors
Industry Higher Education
Experience
Best Doctors February 2013 - Present
Sun Life Financial April 2006 - Present
CRICO October 2007 - January 2013
South Shore Hospital May 2006 - October 2007
Sun Life Financial September 2000 - April 2006
Boston Medical Center September 2002 - August 2003
Brockton Hospital March 2000 - November 2001
Skills
Nursing, Documentation, Patient Safety, Case Management, Utilization Management, Healthcare
Education
Northeastern University 2010 — 2014
Masters, Health Informatics
Curry College 2006 — 2009
B.S. in Nursing, Nursing
Brockton Hospital School of Nursing 1995 — 1999
RN, Nursing
Whitman Hanson
Whitman Hanson
Best Doctors February 2013 - Present
Sun Life Financial April 2006 - Present
CRICO October 2007 - January 2013
South Shore Hospital May 2006 - October 2007
Sun Life Financial September 2000 - April 2006
Boston Medical Center September 2002 - August 2003
Brockton Hospital March 2000 - November 2001
Skills
Nursing, Documentation, Patient Safety, Case Management, Utilization Management, Healthcare
Education
Northeastern University 2010 — 2014
Masters, Health Informatics
Curry College 2006 — 2009
B.S. in Nursing, Nursing
Brockton Hospital School of Nursing 1995 — 1999
RN, Nursing
Whitman Hanson
Whitman Hanson
Gaetano Di Falco's Sun Life Financial Experience May 2011 - Present
Job at Sun Life Financial
Industry Public Relations and Communications
Experience
Sun Life Financial May 2011 - Present
Federated Press December 2010 - May 2011
Gaetano Di Falco August 2009 - November 2010
Fido Solutions April 2001 - July 2009
Stikeman Elliott LLP February 2000 - April 2001
Skills
Corporate Communications, Marketing, Social Media, Media Relations, Strategic Communications, Marketing Communications, Internal Communications, Project Management, Telecommunications, Direct Marketing, Team Leadership, Human Resources, Strategy, Leadership, Marketing Strategy, Management, Negotiation, Public Relations, Coaching, Customer Service, Account Management
Education
McGill University 1995 — 1998
Bachelor of Arts, Communications
Dawson College 1993 — 1995
DEC, Creative Arts
Sun Life Financial May 2011 - Present
Federated Press December 2010 - May 2011
Gaetano Di Falco August 2009 - November 2010
Fido Solutions April 2001 - July 2009
Stikeman Elliott LLP February 2000 - April 2001
Skills
Corporate Communications, Marketing, Social Media, Media Relations, Strategic Communications, Marketing Communications, Internal Communications, Project Management, Telecommunications, Direct Marketing, Team Leadership, Human Resources, Strategy, Leadership, Marketing Strategy, Management, Negotiation, Public Relations, Coaching, Customer Service, Account Management
Education
McGill University 1995 — 1998
Bachelor of Arts, Communications
Dawson College 1993 — 1995
DEC, Creative Arts
Karen Harnish's Sun Life Financial Experience January 2006 - Present
Job Business Development Service Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2006 - Present
Sun Life Financial January 2003 - January 2005
Sun Life Financial January 2001 - December 2002
Sun Life Financial January 1996 - January 2001
Skills
Business Analysis, Health Insurance, Management, Team Leadership, Leadership, Business Process..., Project Management, Business Development, Employee Benefits, Insurance, Change Management, Customer Service, Process Improvement, Disability Insurance, Life Insurance, Coaching, Assurance, CRM
Education
Dalhousie University
GBA
Royal West Academy
Sun Life Financial January 2006 - Present
Sun Life Financial January 2003 - January 2005
Sun Life Financial January 2001 - December 2002
Sun Life Financial January 1996 - January 2001
Skills
Business Analysis, Health Insurance, Management, Team Leadership, Leadership, Business Process..., Project Management, Business Development, Employee Benefits, Insurance, Change Management, Customer Service, Process Improvement, Disability Insurance, Life Insurance, Coaching, Assurance, CRM
Education
Dalhousie University
GBA
Royal West Academy
Anita Fox, BA, CEBS's Sun Life Financial Experience April 2000 - April 2004
Job Account Manager at Silverberg Group
Industry Insurance
Experience
Silverberg Group 2009 - Present
Calfrac Well Services July 2009 - January 2010
Sanjel Corporation May 2005 - July 2008
Sun Life Financial April 2000 - April 2004
Skills
Employee Benefits, PeopleSoft, Disability Management, Certified Compensation..., Employee Relations, Disability Insurance, Health Insurance, Critical Illness, Human Resources, Insurance, Benefits Administration, HRIS, Health Savings Accounts, Brokers, Life Insurance, Deferred Compensation
Education
Dalhousie University 2001 — 2007
Certified Employee Benefit Specialist (CEBS)
University of Calgary 1995 — 1999
B.A, Economics
Silverberg Group 2009 - Present
Calfrac Well Services July 2009 - January 2010
Sanjel Corporation May 2005 - July 2008
Sun Life Financial April 2000 - April 2004
Skills
Employee Benefits, PeopleSoft, Disability Management, Certified Compensation..., Employee Relations, Disability Insurance, Health Insurance, Critical Illness, Human Resources, Insurance, Benefits Administration, HRIS, Health Savings Accounts, Brokers, Life Insurance, Deferred Compensation
Education
Dalhousie University 2001 — 2007
Certified Employee Benefit Specialist (CEBS)
University of Calgary 1995 — 1999
B.A, Economics
Thomas Gayton's Sun Life Financial Experience January 1987 - January 2007
Job Lead Pay & Process Specialist at My Utility Cabinet
Industry Retail
Experience
My Utility Cabinet March 2015 - Present
Kroger September 2009 - August 2014
Crate & Barrel September 1991 - June 2009
Sun Life Financial January 1987 - January 2007
Sunlife Financial January 1997 - January 1998
Sunlife Financial January 1989 - January 1997
Sunlife Finanical January 1987 - January 1989
Education
Daniel Webster College 1984 — 1985
Business Administration
My Utility Cabinet March 2015 - Present
Kroger September 2009 - August 2014
Crate & Barrel September 1991 - June 2009
Sun Life Financial January 1987 - January 2007
Sunlife Financial January 1997 - January 1998
Sunlife Financial January 1989 - January 1997
Sunlife Finanical January 1987 - January 1989
Education
Daniel Webster College 1984 — 1985
Business Administration
Eric Schuhmacher's Sun Life Financial Experience 2008 - 2010
Job Sr. Case Coordinator at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage-NW 2011 - Present
First American Insurance Underwriters April 2011 - June 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2003 - 2010
Sun Life Financial 1999 - 2003
State Street 1998 - 1999
Boston Financial Data Services 1996 - 1998
Signature Flight Support 1991 - 1996
Education
Daniel Webster College
BS, Management
Highland Capital Brokerage-NW 2011 - Present
First American Insurance Underwriters April 2011 - June 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2003 - 2010
Sun Life Financial 1999 - 2003
State Street 1998 - 1999
Boston Financial Data Services 1996 - 1998
Signature Flight Support 1991 - 1996
Education
Daniel Webster College
BS, Management
Thane Sinclair's Sun Life Financial Experience January 2015 - Present
Job Financial Advisor, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
MultiSource Capital Corporation January 2011 - August 2014
EnWise Capital Corporation January 2007 - December 2010
CIT Financial January 2005 - December 2006
Easylease Corp January 2001 - December 2004
Xerox Canada Ltd. September 1985 - January 2001
Skills
Account Management, New Business Development, Sales Management, Sales, Business Development, Selling, Business Strategy, Direct Sales, Management, Executive Management, Finance
Education
Dalhousie University 1983 — 1985
MBA, Finance, International Business
Dalhousie University 1978 — 1983
BSc (Honours), Microbiology
Sun Life Financial January 2015 - Present
MultiSource Capital Corporation January 2011 - August 2014
EnWise Capital Corporation January 2007 - December 2010
CIT Financial January 2005 - December 2006
Easylease Corp January 2001 - December 2004
Xerox Canada Ltd. September 1985 - January 2001
Skills
Account Management, New Business Development, Sales Management, Sales, Business Development, Selling, Business Strategy, Direct Sales, Management, Executive Management, Finance
Education
Dalhousie University 1983 — 1985
MBA, Finance, International Business
Dalhousie University 1978 — 1983
BSc (Honours), Microbiology
Robert Vincent's Sun Life Financial Experience August 2005 - March 2007
Job Wellington Management, Trust Administration Analyst
Industry Financial Services
Experience
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Duncan McRae's Sun Life Financial Experience July 2013 - Present
Job Advisor
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Investors Group Financial Services Inc. August 2010 - August 2012
Education
Dalhousie University
BA, Economics
Sun Life Financial July 2013 - Present
Investors Group Financial Services Inc. August 2010 - August 2012
Education
Dalhousie University
BA, Economics
Geoffrey Flack's Sun Life Financial Experience 1990 - 1997
Job Branch Manager at ND Graphics
Industry Printing
Experience
ND Graphics September 1999 - Present
Otis Elevators 1997 - 1999
Sun Life Financial 1990 - 1997
Skills
Wide Format Printing, Account Management, Sales Management, New Business Development, Key Account Management, Direct Sales, Sales, Team Building, Customer Service, Solution Selling, Trade Shows
Education
Dalhousie University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
ND Graphics September 1999 - Present
Otis Elevators 1997 - 1999
Sun Life Financial 1990 - 1997
Skills
Wide Format Printing, Account Management, Sales Management, New Business Development, Key Account Management, Direct Sales, Sales, Team Building, Customer Service, Solution Selling, Trade Shows
Education
Dalhousie University 1985 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Amy Tailby's Sun Life Financial Experience January 2006 - August 2007
Job Lead, Executive Compensation at BlackBerry
Industry Wireless
Experience
BlackBerry January 2013 - Present
Research In Motion July 2012 - January 2013
Research In Motion September 2009 - July 2012
Research In Motion August 2007 - August 2009
Sun Life Financial January 2006 - August 2007
Sun Life Financial April 2001 - January 2006
Sun Life Financial October 1999 - April 2001
Skills
Deferred Compensation, HRIS, Executive Pay, Compensation Structures, Personnel Management, Salary, Human Resources, Business Process, Job Evaluation, Payroll, Incentive Programs, Training, Advanced Excel, Bilingual, Compensation Planning, Compensation Plan Design, Compensation, Executive Compensation..., Compensation & Benefit, Management, Microsoft Excel, VBA for Excel, Executive Compensation, Equity Compensation, Stock Compensation, Global Mobility, Relocation, Employment-based..., Proxy Circular, Change Management, Compensation, Employee Benefits, Employee Engagement, Performance Management
Education
World at Work 2008 — 2015
Global Remuneration Professional
Dalhousie University 2003 — 2009
Certified Employee Benefits Specialist (CEBS), Compensation, Benefits
University of Waterloo 1994 — 1999
B.Math, Combinatorics & Optimization, French
BlackBerry January 2013 - Present
Research In Motion July 2012 - January 2013
Research In Motion September 2009 - July 2012
Research In Motion August 2007 - August 2009
Sun Life Financial January 2006 - August 2007
Sun Life Financial April 2001 - January 2006
Sun Life Financial October 1999 - April 2001
Skills
Deferred Compensation, HRIS, Executive Pay, Compensation Structures, Personnel Management, Salary, Human Resources, Business Process, Job Evaluation, Payroll, Incentive Programs, Training, Advanced Excel, Bilingual, Compensation Planning, Compensation Plan Design, Compensation, Executive Compensation..., Compensation & Benefit, Management, Microsoft Excel, VBA for Excel, Executive Compensation, Equity Compensation, Stock Compensation, Global Mobility, Relocation, Employment-based..., Proxy Circular, Change Management, Compensation, Employee Benefits, Employee Engagement, Performance Management
Education
World at Work 2008 — 2015
Global Remuneration Professional
Dalhousie University 2003 — 2009
Certified Employee Benefits Specialist (CEBS), Compensation, Benefits
University of Waterloo 1994 — 1999
B.Math, Combinatorics & Optimization, French
Dawn Hoskins's Sun Life Financial Experience August 1972 - November 2000
Job Vice President Consulting & Sales at Mosey & Mosey
Industry Insurance
Experience
Mosey & Mosey September 2004 - Present
PPI Financial September 2000 - September 2004
Sun Life Financial August 1972 - November 2000
Buffett Taylor November 1990 - September 2000
Skills
Leadership, Change Management, Underwriting, Health Insurance, Disability Insurance, Life Insurance, Management, Insurance, Employee Benefits, Coaching, Strategic Planning, New Business Development
Education
Dalhousie University
CEBS, Group Benefits
Mosey & Mosey September 2004 - Present
PPI Financial September 2000 - September 2004
Sun Life Financial August 1972 - November 2000
Buffett Taylor November 1990 - September 2000
Skills
Leadership, Change Management, Underwriting, Health Insurance, Disability Insurance, Life Insurance, Management, Insurance, Employee Benefits, Coaching, Strategic Planning, New Business Development
Education
Dalhousie University
CEBS, Group Benefits
Marie-Noëlle Carey's Sun Life Financial Experience April 2011 - Present
Job Chargée des relations à la clientèle chez Financière Sun Life
Industry Financial Services
Experience
Financière Sun Life April 2011 - Present
Sun Life Financial April 2011 - Present
Education
Université du Québec à Montréal / UQAM 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Université de Montréal 2007 — 2010
Certificat, Droit des affaires
Dalhousie University
B.Sc, Statistics
Financière Sun Life April 2011 - Present
Sun Life Financial April 2011 - Present
Education
Université du Québec à Montréal / UQAM 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Université de Montréal 2007 — 2010
Certificat, Droit des affaires
Dalhousie University
B.Sc, Statistics
Evan Ward's Sun Life Financial Experience September 2013 - Present
Job Director Construction Lending at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial October 2010 - September 2013
Sun Life Financial September 2009 - September 2010
Sun Life Financial June 2008 - September 2009
Education
Dalhousie University 2003 — 2005
MBA, Finance
Wilfrid Laurier University 1997 — 2001
HBBA, Finance and Economics
Sun Life Financial September 2013 - Present
Sun Life Financial October 2010 - September 2013
Sun Life Financial September 2009 - September 2010
Sun Life Financial June 2008 - September 2009
Education
Dalhousie University 2003 — 2005
MBA, Finance
Wilfrid Laurier University 1997 — 2001
HBBA, Finance and Economics
Carole Cardinal's Sun Life Financial Experience 1988 - 2012
Job
Industry Insurance
Experience
Sun Life Financial 1988 - 2012
Education
Dawson College
Sun Life Financial 1988 - 2012
Education
Dawson College
Codrat Miu's Sun Life Financial Experience 2009 - Present
Job Administrative Assistant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2009 - Present
City of Pointe-Claire June 2010 - August 2010
Education
Dawson College 2010 — 2012
CEGEP Diploma, General Social Science
McGill University
Information Systems
Sun Life Financial 2009 - Present
City of Pointe-Claire June 2010 - August 2010
Education
Dawson College 2010 — 2012
CEGEP Diploma, General Social Science
McGill University
Information Systems
Shang Liang's Sun Life Financial Experience March 2012 - Present
Job Group Benefits Underwriter
Industry Financial Services
Experience
Sun Life Financial March 2012 - Present
Great-West Life July 2007 - February 2011
Sun Life Financial May 2006 - June 2007
Sun Life Financial June 2002 - June 2006
Education
Ryerson University 1998 — 2002
Bachelor of Commerce (B.Com.)
Dalhousie University 2008 — 2009
Group Benefits Associate (GBA), Certified Employee Benefit Specialist (CEBS) Program
Sun Life Financial March 2012 - Present
Great-West Life July 2007 - February 2011
Sun Life Financial May 2006 - June 2007
Sun Life Financial June 2002 - June 2006
Education
Ryerson University 1998 — 2002
Bachelor of Commerce (B.Com.)
Dalhousie University 2008 — 2009
Group Benefits Associate (GBA), Certified Employee Benefit Specialist (CEBS) Program
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.