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.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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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
Jonathan Primm Jonathan Primm's Sun Life Financial Experience June 2008 - July 2008
Job Project Manager at Epic
Industry Information Technology and Services
Experience
Epic July 2010 - Present
Marcus & Millichap June 2009 - July 2009
Sun Life Financial June 2008 - July 2008
Skills
Microsoft Excel, Software Project..., Project Management, Data Analysis, Healthcare, Healthcare Information..., Epic Systems, EHR, Visio, Databases, Software Implementation, Business Analysis, Access, Process Improvement, Leadership
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (BBA), Information Systems & Operations Management, Finance
Epic July 2010 - Present
Marcus & Millichap June 2009 - July 2009
Sun Life Financial June 2008 - July 2008
Skills
Microsoft Excel, Software Project..., Project Management, Data Analysis, Healthcare, Healthcare Information..., Epic Systems, EHR, Visio, Databases, Software Implementation, Business Analysis, Access, Process Improvement, Leadership
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (BBA), Information Systems & Operations Management, Finance
Todd Oostdyk Todd Oostdyk's Sun Life Financial Experience July 2003 - November 2011
Job Vice President at Willis
Industry Insurance
Experience
Willis November 2011 - Present
Sun Life Financial July 2003 - November 2011
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Underwriting, Life Insurance, Management, Analytics, Problem Solving, Negotiation, Life & Health Insurance..., Sales Management
Education
Florida State University 1999 — 2003
BS, Risk Management / Insurance
Willis November 2011 - Present
Sun Life Financial July 2003 - November 2011
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Underwriting, Life Insurance, Management, Analytics, Problem Solving, Negotiation, Life & Health Insurance..., Sales Management
Education
Florida State University 1999 — 2003
BS, Risk Management / Insurance
Paul Van Gerwen's Sun Life Financial Experience August 1992 - Present
Job Certified Financial Planner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1992 - Present
Skills
Advanced Estate Planning, Employee Benefits, Corporate Life Insurance, Intergenerational..., Funding for post..., Personal Health..., Strategic Tax..., Estate Planning, Retirement, Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Life Insurance, Mutual Funds, Financial Services, Financial Advisory, Risk Management, Fixed Annuities
Education
Financial Advisors Association of Canada 2002 — 2005
CLU, Advanced Estate and Financial Planning
Financial Planning Standards Council 1998 — 2000
CFP, Financial Planning
Fanshawe College 1979 — 1983
M.E.T., Mechanical Design Technology, Mobile Equipment
Sun Life Financial August 1992 - Present
Skills
Advanced Estate Planning, Employee Benefits, Corporate Life Insurance, Intergenerational..., Funding for post..., Personal Health..., Strategic Tax..., Estate Planning, Retirement, Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Life Insurance, Mutual Funds, Financial Services, Financial Advisory, Risk Management, Fixed Annuities
Education
Financial Advisors Association of Canada 2002 — 2005
CLU, Advanced Estate and Financial Planning
Financial Planning Standards Council 1998 — 2000
CFP, Financial Planning
Fanshawe College 1979 — 1983
M.E.T., Mechanical Design Technology, Mobile Equipment
Scott Riley's Sun Life Financial Experience February 2014 - Present
Job Senior Group Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
OneAmerica April 2007 - February 2014
The Standard March 2001 - April 2007
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Brokers, Long-term Care, 401k, Underwriting, Group Insurance, Sales, Team Leadership, Long Term Care Insurance, Health Savings Accounts, Voluntary Employee...
Education
Florida State University - College of Business
Bachelor's degree, Accounting and Finance
Sun Life Financial February 2014 - Present
OneAmerica April 2007 - February 2014
The Standard March 2001 - April 2007
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Brokers, Long-term Care, 401k, Underwriting, Group Insurance, Sales, Team Leadership, Long Term Care Insurance, Health Savings Accounts, Voluntary Employee...
Education
Florida State University - College of Business
Bachelor's degree, Accounting and Finance
CUONG TONG CUONG TONG's Sun Life Financial Experience January 1990 - February 1999
Job Administrative Support
Industry Financial Services
Experience
TELUS Business Solutions 2002 - 2014
Industrial Alliance ( National Life Assurance of Canada ) 1999 - 2001
Celestica Inc. 1999 - 2001
Sun Life Financial January 1990 - February 1999
Skills
Management, Health Insurance, Customer Service, Medical Billing, Claim, Insurance, Microsoft Word, Microsoft Excel, Risk Management, Process Improvement
Education
Fanshawe College
Graduated in Diploma co-operative education program, Manufacturing Engineering Technology/Technician
TELUS Business Solutions 2002 - 2014
Industrial Alliance ( National Life Assurance of Canada ) 1999 - 2001
Celestica Inc. 1999 - 2001
Sun Life Financial January 1990 - February 1999
Skills
Management, Health Insurance, Customer Service, Medical Billing, Claim, Insurance, Microsoft Word, Microsoft Excel, Risk Management, Process Improvement
Education
Fanshawe College
Graduated in Diploma co-operative education program, Manufacturing Engineering Technology/Technician
Heidi Lee Brown Heidi Lee Brown's Sun Life Financial Experience December 2010 - April 2014
Job Manager, Individual Life & Group Benefits, Expert in Group Benefits and Individual Life & Health Insurance
Industry Financial Services
Experience
Sound Wealth Management Inc. April 2014 - Present
Sun Life Financial December 2010 - April 2014
Sound Insurance Services Inc. March 2008 - December 2010
Insurers Financial Group August 2006 - March 2008
Reith & Associates Insurance and Financial Services Limited 1995 - 1996
Skills
Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Wealth Management, Wealth Accumulation, Wealth Preservation..., Fixed Annuities, Critical Illness, Retirement Planning, Financial Planners, Retirement Savings, Retirement, Estate Planning, Insurance, Wealth, Long-term Care, Financial Advisory, Pensions, Employee Benefits, Income Protection, Mutual Funds, Strategic Financial..., Financial Planning
Education
Central Elgin Collegiate Institute 1990 — 1994
Highschool Diploma, Business Administration and Management, General
Fanshawe College
Insurance Degree, General Insurance
Sound Wealth Management Inc. April 2014 - Present
Sun Life Financial December 2010 - April 2014
Sound Insurance Services Inc. March 2008 - December 2010
Insurers Financial Group August 2006 - March 2008
Reith & Associates Insurance and Financial Services Limited 1995 - 1996
Skills
Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Wealth Management, Wealth Accumulation, Wealth Preservation..., Fixed Annuities, Critical Illness, Retirement Planning, Financial Planners, Retirement Savings, Retirement, Estate Planning, Insurance, Wealth, Long-term Care, Financial Advisory, Pensions, Employee Benefits, Income Protection, Mutual Funds, Strategic Financial..., Financial Planning
Education
Central Elgin Collegiate Institute 1990 — 1994
Highschool Diploma, Business Administration and Management, General
Fanshawe College
Insurance Degree, General Insurance
Ramil Aguilar Ramil Aguilar's Sun Life Financial Experience 2014 - Present
Job Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2014 - Present
Cinema City LLC 2010 - 2013
Enjaz Dezine JLT 2007 - 2010
FLYING ELEPHANT EVENTS 2006 - 2007
Marina Home Interiors 2004 - 2006
Accounting Software Consultants Inc.(ASCII) 1998 - 2004
Skills
Financial Planning, Project Management, Insurance
Education
Sheridan College
Accounting Practitioner Certificate, Accounting
Far Eastern University
Bachelor's Degree, Accounting
Sun Life Financial 2014 - Present
Cinema City LLC 2010 - 2013
Enjaz Dezine JLT 2007 - 2010
FLYING ELEPHANT EVENTS 2006 - 2007
Marina Home Interiors 2004 - 2006
Accounting Software Consultants Inc.(ASCII) 1998 - 2004
Skills
Financial Planning, Project Management, Insurance
Education
Sheridan College
Accounting Practitioner Certificate, Accounting
Far Eastern University
Bachelor's Degree, Accounting
Ireivy Ulacia Ireivy Ulacia's Sun Life Financial Experience January 2014 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2014 - Present
Prudential Financial August 2013 - January 2014
Prudential Financial April 2010 - August 2013
ME Productions September 2009 - April 2010
The Heritage Financial Group May 2007 - May 2009
Miami Dolphins & Sun Life Stadium April 2006 - April 2009
Skills
Disability Insurance, Life Insurance, Group Insurance, Health Insurance, Dental Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Life
Education
Florida International University 2003 — 2008
Bachelor of Arts (BA)
Monsignor Edward Pace Highschool 1998 — 2002
Sun Life Financial January 2014 - Present
Prudential Financial August 2013 - January 2014
Prudential Financial April 2010 - August 2013
ME Productions September 2009 - April 2010
The Heritage Financial Group May 2007 - May 2009
Miami Dolphins & Sun Life Stadium April 2006 - April 2009
Skills
Disability Insurance, Life Insurance, Group Insurance, Health Insurance, Dental Insurance, Term Life Insurance, Employee Benefits, Voluntary Employee..., Life
Education
Florida International University 2003 — 2008
Bachelor of Arts (BA)
Monsignor Edward Pace Highschool 1998 — 2002
Juan C. Leon's Sun Life Financial Experience January 2012 - Present
Job Data Research Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial January 2012 - Present
Freelance January 2010 - November 2011
PwC January 2006 - February 2007
Grupo Millenium - BVC August 2005 - January 2006
Grupo Gesfor January 2004 - July 2005
Colvista August 2003 - December 2003
Bancafe July 2002 - December 2002
Skills
SQL, ASP, COBOL, Software Documentation, Data Analysis, Software Development, Software Testing, JCL, Micro Focus COBOL, VBA, Microsoft Office, PHP, Business Analysis
Education
Fanshawe College 2010 — 2011
Diploma, Information Security Management
NCR - Teradata 2009 — 2009
Certificate, Teradata Software
University of Waterloo 2009 — 2009
Certificate, Advance PC Security
University of Waterloo 2009 — 2009
Certificate, Introduction to PC Security
Universidad Piloto de Colombia 1999 — 2004
Bachelor, Computer Engineering
Universidad Piloto de Colombia 2002 — 2002
Diploma, Web Master
Sun Life Financial January 2012 - Present
Freelance January 2010 - November 2011
PwC January 2006 - February 2007
Grupo Millenium - BVC August 2005 - January 2006
Grupo Gesfor January 2004 - July 2005
Colvista August 2003 - December 2003
Bancafe July 2002 - December 2002
Skills
SQL, ASP, COBOL, Software Documentation, Data Analysis, Software Development, Software Testing, JCL, Micro Focus COBOL, VBA, Microsoft Office, PHP, Business Analysis
Education
Fanshawe College 2010 — 2011
Diploma, Information Security Management
NCR - Teradata 2009 — 2009
Certificate, Teradata Software
University of Waterloo 2009 — 2009
Certificate, Advance PC Security
University of Waterloo 2009 — 2009
Certificate, Introduction to PC Security
Universidad Piloto de Colombia 1999 — 2004
Bachelor, Computer Engineering
Universidad Piloto de Colombia 2002 — 2002
Diploma, Web Master
Laura Basoli's Sun Life Financial Experience May 2009 - August 2011
Job
Industry Human Resources
Experience
Comcast April 2013 - Present
Fidelity Investments September 2011 - April 2013
Sun Life Financial May 2009 - August 2011
Fidelity Investments April 2006 - November 2008
Sun Life Financial April 2003 - January 2006
Sun Life Financial August 2000 - April 2003
Sun Life Financial December 1999 - August 2000
Sun Life Financial June 1998 - December 1999
Skills
Talent Acquisition..., Recruiting, Talent Acquisition, Sourcing, College Recruiting, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, Social Media, Hiring, Employee Engagement, Deferred Compensation, New Hire Orientations, Screening, Personnel Management
Education
Framingham State University
Bachelor, Psychology
Comcast April 2013 - Present
Fidelity Investments September 2011 - April 2013
Sun Life Financial May 2009 - August 2011
Fidelity Investments April 2006 - November 2008
Sun Life Financial April 2003 - January 2006
Sun Life Financial August 2000 - April 2003
Sun Life Financial December 1999 - August 2000
Sun Life Financial June 1998 - December 1999
Skills
Talent Acquisition..., Recruiting, Talent Acquisition, Sourcing, College Recruiting, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, Social Media, Hiring, Employee Engagement, Deferred Compensation, New Hire Orientations, Screening, Personnel Management
Education
Framingham State University
Bachelor, Psychology
Dianne McBride's Sun Life Financial Experience 2001 - 2002
Job Marketing, Sales and Design Professional
Industry Design
Experience
Vivere Ltd 2012 - Present
California Closets 2004 - 2012
Restorative Measures 2002 - 2004
Sun Life Financial 2001 - 2002
Clarica Life Insurance Company 2000 - 2001
Mutual Life Insurance Company 1996 - 2000
1 Hour Photoworks 1994 - 1996
Skills
Organization for..., Coaching, Team Building, Customer Service, Staff Training, Inside Sales, Negotiation, Interior Design, Client Presentation, Trade Show Management, Creative Problem Solving, Space Planning, Invoicing, Office Management, Listening Skills, Action Oriented, Home Improvement, Mentoring, Results Oriented, Big Picture Thinking, Customer Focus, Creative Input, Sales Presentations, Customer Experience, Space-planning, Trade Shows, Space planning
Education
Sheffield School of Interior Design 2002 — 2003
Interior Design
F E Madill
Fanshawe College
Fine Arts, Abstract Art, Design Merchandising, Photography
Vivere Ltd 2012 - Present
California Closets 2004 - 2012
Restorative Measures 2002 - 2004
Sun Life Financial 2001 - 2002
Clarica Life Insurance Company 2000 - 2001
Mutual Life Insurance Company 1996 - 2000
1 Hour Photoworks 1994 - 1996
Skills
Organization for..., Coaching, Team Building, Customer Service, Staff Training, Inside Sales, Negotiation, Interior Design, Client Presentation, Trade Show Management, Creative Problem Solving, Space Planning, Invoicing, Office Management, Listening Skills, Action Oriented, Home Improvement, Mentoring, Results Oriented, Big Picture Thinking, Customer Focus, Creative Input, Sales Presentations, Customer Experience, Space-planning, Trade Shows, Space planning
Education
Sheffield School of Interior Design 2002 — 2003
Interior Design
F E Madill
Fanshawe College
Fine Arts, Abstract Art, Design Merchandising, Photography
Jane Warner's Sun Life Financial Experience 2001 - 2004
Job Senior Wealth Planning Strategist at Bank of the West
Industry Banking
Experience
Bank of the West Wealth Management 2015 - Present
Wells Fargo Private Bank 2009 - June 2015
Highland Capital Brokerage/NFP 2006 - 2009
Marsh & McLennan 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Wealth Management..., Analysis, Business Planning, Insurance, Strategic Planning, Strategic Financial..., Wealth Management, High Net Worth..., Life Insurance
Education
Western New England School of Law 1991 — 1994
J.D., estate, business, charitable tax planning
Fitchburg State College
Double Bachelor Degrees, Psychology and Education
Bank of the West Wealth Management 2015 - Present
Wells Fargo Private Bank 2009 - June 2015
Highland Capital Brokerage/NFP 2006 - 2009
Marsh & McLennan 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Wealth Management..., Analysis, Business Planning, Insurance, Strategic Planning, Strategic Financial..., Wealth Management, High Net Worth..., Life Insurance
Education
Western New England School of Law 1991 — 1994
J.D., estate, business, charitable tax planning
Fitchburg State College
Double Bachelor Degrees, Psychology and Education
Hamed Gholamiangonabadi Hamed Gholamiangonabadi's Sun Life Financial Experience June 2013 - December 2013
Job Liquidity Risk Analyst, RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2014 - August 2015
Sun Life Financial June 2013 - December 2013
Mitacs Inc. – Inspiring Innovation June 2013 - September 2013
McMaster University September 2012 - December 2012
University of Lethbridge January 2011 - August 2012
Institute for Advanced Studies in Basic Sciences(IASBS) September 2006 - April 2009
Tehran Stock Exchange September 2006 - April 2009
Ferdowsi University of Mashhad 2002 - 2005
Skills
Matlab, Quantitative Finance, Derivatives, Numerical Analysis, R, Quantitative Analytics, Financial Analysis, Applied Mathematics, Statistical Modeling, Mathematical Modeling, LaTeX, Financial Modeling, Algorithms, VBA, Data Analysis, Portfolio Management, Fixed Income, Stochastic Calculus, Research, Credit Risk, Science, Risk Management, Python, Investments, Multivariate Analysis, Investment Strategies, Strategic Financial..., Valuation, Data Mining, Commodity, SAS programming, Microsoft SQL Server, Securitization, C++, Statistics, Market Risk, Capital Markets, Financial Risk, Monte Carlo Simulation, Equities
Education
McMaster University 2012 — 2013
Master's degree, Financial Mathematics
The University of Lethbridge 2010 — 2012
Master's degree, Mathematics, Passed
Institute for Advanced Studies in Basic Sciences(IASBS) 2006 — 2008
Master's degree, Mathematics, Passed
Ferdowsi University of Mashhad 2002 — 2005
Bachelor of Science (BS), Pure Mathematics
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2014 - August 2015
Sun Life Financial June 2013 - December 2013
Mitacs Inc. – Inspiring Innovation June 2013 - September 2013
McMaster University September 2012 - December 2012
University of Lethbridge January 2011 - August 2012
Institute for Advanced Studies in Basic Sciences(IASBS) September 2006 - April 2009
Tehran Stock Exchange September 2006 - April 2009
Ferdowsi University of Mashhad 2002 - 2005
Skills
Matlab, Quantitative Finance, Derivatives, Numerical Analysis, R, Quantitative Analytics, Financial Analysis, Applied Mathematics, Statistical Modeling, Mathematical Modeling, LaTeX, Financial Modeling, Algorithms, VBA, Data Analysis, Portfolio Management, Fixed Income, Stochastic Calculus, Research, Credit Risk, Science, Risk Management, Python, Investments, Multivariate Analysis, Investment Strategies, Strategic Financial..., Valuation, Data Mining, Commodity, SAS programming, Microsoft SQL Server, Securitization, C++, Statistics, Market Risk, Capital Markets, Financial Risk, Monte Carlo Simulation, Equities
Education
McMaster University 2012 — 2013
Master's degree, Financial Mathematics
The University of Lethbridge 2010 — 2012
Master's degree, Mathematics, Passed
Institute for Advanced Studies in Basic Sciences(IASBS) 2006 — 2008
Master's degree, Mathematics, Passed
Ferdowsi University of Mashhad 2002 — 2005
Bachelor of Science (BS), Pure Mathematics
Kimberley Holiver's Sun Life Financial Experience July 2013 - February 2015
Job Social Media & Retail Coordinator at Robin's Nest
Industry Insurance
Experience
Robin's Nest February 2015 - Present
Sun Life Financial July 2013 - February 2015
Hearst Magazines April 2012 - May 2013
Hearst Magazines January 2012 - April 2012
Product Ventures September 2011 - December 2011
Town of Mansfield, MA May 2009 - August 2011
Skills
Research, Advertising
Education
Fairfield University 2008 — 2012
Bachelor's Degree
Robin's Nest February 2015 - Present
Sun Life Financial July 2013 - February 2015
Hearst Magazines April 2012 - May 2013
Hearst Magazines January 2012 - April 2012
Product Ventures September 2011 - December 2011
Town of Mansfield, MA May 2009 - August 2011
Skills
Research, Advertising
Education
Fairfield University 2008 — 2012
Bachelor's Degree
Gregory A. Padgett, JD Gregory A. Padgett, JD's Sun Life Financial Experience December 2009 - April 2011
Job Regional Vice President Jackson National
Industry Financial Services
Experience
Jackson April 2014 - Present
Merrill Lynch April 2011 - March 2014
Sun Life Financial December 2009 - April 2011
LJH Global Investments May 2009 - December 2009
AXA Equitable 2008 - 2009
Sun Life Financial 2005 - 2008
MetLife Investors 2001 - 2005
Education
Emory University School of Law
JD
The College of William and Mary
BA
Jackson April 2014 - Present
Merrill Lynch April 2011 - March 2014
Sun Life Financial December 2009 - April 2011
LJH Global Investments May 2009 - December 2009
AXA Equitable 2008 - 2009
Sun Life Financial 2005 - 2008
MetLife Investors 2001 - 2005
Education
Emory University School of Law
JD
The College of William and Mary
BA
Jennifer ODonnal's Sun Life Financial Experience May 1996 - Present
Job Senior Consultant, Underwriting Quality Review
Industry Financial Services
Experience
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Skills
People Skills, Multi Tasking, Communication, Time Management, Dedication to..., Employee Loyalty, Insurance, Coaching, Sales, Underwriting, Analysis, Life Insurance, Microsoft Office, Quality Assurance, Disability Insurance
Education
Fitchburg State University 1988 — 1992
BS, Communications
Fitchburg State University
BS, Communications/Media; Film Production
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Sun Life Financial May 1996 - Present
Skills
People Skills, Multi Tasking, Communication, Time Management, Dedication to..., Employee Loyalty, Insurance, Coaching, Sales, Underwriting, Analysis, Life Insurance, Microsoft Office, Quality Assurance, Disability Insurance
Education
Fitchburg State University 1988 — 1992
BS, Communications
Fitchburg State University
BS, Communications/Media; Film Production
Kerrie Ann Martinez's Sun Life Financial Experience October 2005 - October 2007
Job Group Client Services Manager for South Florida Medicine at CareCloud
Industry Information Technology and Services
Experience
CareCloud April 2012 - Present
CareCloud 2011 - April 2012
The Academy of South Florida April 2010 - November 2011
Carrabba's Italian Grill January 2009 - February 2011
Avisena 2008 - 2010
Sun Life Financial October 2005 - October 2007
Pitney Bowes Management Services September 2004 - October 2005
Skills
Healthcare
Education
Florida State University 2000 — 2004
B.S., Economics, Sociology
Coral Gables Senior High 1997 — 1999
CareCloud April 2012 - Present
CareCloud 2011 - April 2012
The Academy of South Florida April 2010 - November 2011
Carrabba's Italian Grill January 2009 - February 2011
Avisena 2008 - 2010
Sun Life Financial October 2005 - October 2007
Pitney Bowes Management Services September 2004 - October 2005
Skills
Healthcare
Education
Florida State University 2000 — 2004
B.S., Economics, Sociology
Coral Gables Senior High 1997 — 1999
Kristen Nutting's Sun Life Financial Experience January 2009 - December 2010
Job Owner at Professional Administration Plus
Industry Staffing and Recruiting
Experience
Professional Administration Plus August 2015 - Present
New Start Properties LLC April 2013 - July 2015
Executive Schedulers Plus 2008 - December 2013
Sun Life Financial January 2009 - December 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 1999 - 2003
Peter N. Conathan Esq. 1997 - 1999
Next Level Solution 1993 - 1997
Education
Endicott College 1990 — 1992
Professional Administration Plus August 2015 - Present
New Start Properties LLC April 2013 - July 2015
Executive Schedulers Plus 2008 - December 2013
Sun Life Financial January 2009 - December 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 1999 - 2003
Peter N. Conathan Esq. 1997 - 1999
Next Level Solution 1993 - 1997
Education
Endicott College 1990 — 1992
Brahm Rockwood Brahm Rockwood's Sun Life Financial Experience May 1999 - November 2009
Job at Harvard Vanguard Medical Associates
Industry Information Technology and Services
Experience
Harvard Vanguard Medical Associates March 2010 - August 2014
Sun Life Financial May 1999 - November 2009
Addison Wesley Publishers 1994 - 1999
Keane, Inc 1983 - 1994
Forsyth Dental 1980 - 1983
Skills
Analysis, Business Analysis, CICS, COBOL, DB2, Data Analysis, Disaster Recovery, Databases, FTP, IBM Mainframe, JCL, Microsoft Excel, Microsoft Office, Process Improvement, Programming, Quality Assurance, Requirements Analysis, Requirements Gathering, SPUFI, Testing, SQL, Software Documentation, Systems Analysis, Easytrieve, Mainframe, Program Management, Lotus Notes
Education
University of Massachusetts, Amherst 1976 — 1979
MS, Zoology
Nasson College 1974 — 1976
BS, Biology
Florida Institute of Technology 1972 — 1974
Biology, Physics, Chemistry
Needham High School 1968 — 1972
Harvard Vanguard Medical Associates March 2010 - August 2014
Sun Life Financial May 1999 - November 2009
Addison Wesley Publishers 1994 - 1999
Keane, Inc 1983 - 1994
Forsyth Dental 1980 - 1983
Skills
Analysis, Business Analysis, CICS, COBOL, DB2, Data Analysis, Disaster Recovery, Databases, FTP, IBM Mainframe, JCL, Microsoft Excel, Microsoft Office, Process Improvement, Programming, Quality Assurance, Requirements Analysis, Requirements Gathering, SPUFI, Testing, SQL, Software Documentation, Systems Analysis, Easytrieve, Mainframe, Program Management, Lotus Notes
Education
University of Massachusetts, Amherst 1976 — 1979
MS, Zoology
Nasson College 1974 — 1976
BS, Biology
Florida Institute of Technology 1972 — 1974
Biology, Physics, Chemistry
Needham High School 1968 — 1972
Kerrie H. Kerrie H.'s Sun Life Financial Experience 1985 - 1996
Job Harley Davidson Motorclothes Sales Support Specialist
Industry Retail
Experience
High Octane Harley Davidson 2013 - Present
Groton Senior Center 2008 - 2009
Amercian Medical Response 1998 - 2000
Sun Life Financial 1985 - 1996
Skills
Customer Service, Customer Satisfaction, Inventory Control, Inventory Management, Merchandising, Retail, Profit, Sales, Retail Sales, Data Entry, Cashiering, Time Management, Purchasing, Process Scheduler, Team Building, Management, Event Management, Project Management, Public Speaking, Sales Management, Sales Operations, Strategy, Team Leadership
Education
FINE Mortuary College LLC 2011 — 2012
Funeral Service and Mortuary Science
Fisher College 1998 — 2000
Paralegal Studies
Northeastern University 1996 — 1996
EMT MAST, EMT Basic
High Octane Harley Davidson 2013 - Present
Groton Senior Center 2008 - 2009
Amercian Medical Response 1998 - 2000
Sun Life Financial 1985 - 1996
Skills
Customer Service, Customer Satisfaction, Inventory Control, Inventory Management, Merchandising, Retail, Profit, Sales, Retail Sales, Data Entry, Cashiering, Time Management, Purchasing, Process Scheduler, Team Building, Management, Event Management, Project Management, Public Speaking, Sales Management, Sales Operations, Strategy, Team Leadership
Education
FINE Mortuary College LLC 2011 — 2012
Funeral Service and Mortuary Science
Fisher College 1998 — 2000
Paralegal Studies
Northeastern University 1996 — 1996
EMT MAST, EMT Basic
Patsy Bida Patsy Bida's Sun Life Financial Experience March 2014 - January 2015
Job Claims Processor at Great West Life Co.
Industry Financial Services
Experience
London life / Great-West Lifeco Inc 2015 - Present
Sun Life Financial March 2014 - January 2015
Home Outfitters May 2013 - May 2014
Carey's Bar and Grill September 2012 - June 2013
HBC November 2009 - August 2012
Cara Operations August 2007 - February 2008
Skills
Retail, Time Management, Customer Service, Loss Prevention, Social Media, Teamwork, Microsoft Office, Microsoft Excel, Marketing Communications, Microsoft Word, PowerPoint, Sales, Strategic Financial..., Investments, Insurance, Financial Planning
Education
Fanshawe College 2012 — 2014
Business Finance
St. Christopher Catholic Secondary School 2007 — 2011
OSSD
London life / Great-West Lifeco Inc 2015 - Present
Sun Life Financial March 2014 - January 2015
Home Outfitters May 2013 - May 2014
Carey's Bar and Grill September 2012 - June 2013
HBC November 2009 - August 2012
Cara Operations August 2007 - February 2008
Skills
Retail, Time Management, Customer Service, Loss Prevention, Social Media, Teamwork, Microsoft Office, Microsoft Excel, Marketing Communications, Microsoft Word, PowerPoint, Sales, Strategic Financial..., Investments, Insurance, Financial Planning
Education
Fanshawe College 2012 — 2014
Business Finance
St. Christopher Catholic Secondary School 2007 — 2011
OSSD
Catherine Bourgeois Catherine Bourgeois's Sun Life Financial Experience May 2007 - April 2008
Job Customer Relations Supervisor at OLG
Industry Gambling & Casinos
Experience
OLG September 2013 - Present
OLG April 2008 - September 2013
Sun Life Financial May 2007 - April 2008
Skills
Bilingual English-French, Staff Supervision, Translation, Customer Service, Media Relations, Social Media, Employee Training, Adaptability
Education
Fanshawe College 2005 — 2007
College Diploma, Business-Marketing
OLG September 2013 - Present
OLG April 2008 - September 2013
Sun Life Financial May 2007 - April 2008
Skills
Bilingual English-French, Staff Supervision, Translation, Customer Service, Media Relations, Social Media, Employee Training, Adaptability
Education
Fanshawe College 2005 — 2007
College Diploma, Business-Marketing
Marta Plauszta Marta Plauszta's Sun Life Financial Experience 2010 - Present
Job CSF Training Specialist at Sun Life Financial
Industry Financial Services
Experience
The Co-operators 2013 - Present
Sun Life Financial 2010 - Present
State Farm Insurance 2007 - 2010
Seasons Fine Clothing 2004 - 2006
Skills
Retirement, Wealth Management, Financial Planners, Strategic Financial..., Investments, Sales Management, Sales Process, Relationship Management, Estate Planning, Pensions, Financial Services, Direct Sales, Long Term Care Insurance, Coaching, Customer Retention, Employee Benefits, Training, Recruiting, Insurance, Financial Planning, Wealth, Time Management, Financial Advisory, Retirement Planning, Sales, Disability Insurance, Life Insurance, Business Planning, Mutual Funds, Marketing
Education
IFSE
Branch Managers Course
LSIF
LLQP
Cameron Heights Collegiate 1999 — 2002
Fanshawe College
Child and youth worker
The Co-operators 2013 - Present
Sun Life Financial 2010 - Present
State Farm Insurance 2007 - 2010
Seasons Fine Clothing 2004 - 2006
Skills
Retirement, Wealth Management, Financial Planners, Strategic Financial..., Investments, Sales Management, Sales Process, Relationship Management, Estate Planning, Pensions, Financial Services, Direct Sales, Long Term Care Insurance, Coaching, Customer Retention, Employee Benefits, Training, Recruiting, Insurance, Financial Planning, Wealth, Time Management, Financial Advisory, Retirement Planning, Sales, Disability Insurance, Life Insurance, Business Planning, Mutual Funds, Marketing
Education
IFSE
Branch Managers Course
LSIF
LLQP
Cameron Heights Collegiate 1999 — 2002
Fanshawe College
Child and youth worker
Danielle McLean Dole Danielle McLean Dole's Sun Life Financial Experience 2013 - Present
Job Product Marketing Associate at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2013 - Present
Sun Life Financial 2012 - 2013
Edelstein & Company, LLP 2011 - 2012
Sun Life Financial 2009 - 2011
John Hancock Financial Services 2007 - 2009
Skills
Series 6, Sales, Marketing, Life Insurance, Insurance, Customer Service, Management, Mutual Funds, Marketing Strategy, Series 63, Health Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Internet, Investments, Office Administration, Appointment Scheduling, Presentations, Lotus Notes, Webinars, Adobe Connect, Training, Creative Writing, Technical Writing, Editing, Compliance, Product Marketing, Product Development
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
National University of Ireland, Galway 2006 — 2006
Irish Literature and Writers
Ursuline Academy 1997 — 2003
Diploma
Sun Life Financial 2013 - Present
Sun Life Financial 2012 - 2013
Edelstein & Company, LLP 2011 - 2012
Sun Life Financial 2009 - 2011
John Hancock Financial Services 2007 - 2009
Skills
Series 6, Sales, Marketing, Life Insurance, Insurance, Customer Service, Management, Mutual Funds, Marketing Strategy, Series 63, Health Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Internet, Investments, Office Administration, Appointment Scheduling, Presentations, Lotus Notes, Webinars, Adobe Connect, Training, Creative Writing, Technical Writing, Editing, Compliance, Product Marketing, Product Development
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
National University of Ireland, Galway 2006 — 2006
Irish Literature and Writers
Ursuline Academy 1997 — 2003
Diploma
Kevin Barley Kevin Barley's Sun Life Financial Experience December 2012 - Present
Job Senior Business Systems Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Susan Marie Morabito, CAPM, OCA Susan Marie Morabito, CAPM, OCA's Sun Life Financial Experience July 1987 - January 1990
Job Business Systems Analyst at Fiserv EFT
Industry Information Technology and Services
Experience
Fiserv January 2013 - Present
Fidelity Investments November 1996 - August 2000
First Data March 1995 - July 1996
Brown Brothers Harriman January 1990 - March 1995
Sun Life Financial July 1987 - January 1990
Education
State University of New York at Potsdam 1982 — 1986
BA, Computer Science and Economics
Fairleigh Dickinson University
Certification, Oracle 11g: SQL and Database Administration
Ramapo College of New Jersey
Certification in Project Management
Fiserv January 2013 - Present
Fidelity Investments November 1996 - August 2000
First Data March 1995 - July 1996
Brown Brothers Harriman January 1990 - March 1995
Sun Life Financial July 1987 - January 1990
Education
State University of New York at Potsdam 1982 — 1986
BA, Computer Science and Economics
Fairleigh Dickinson University
Certification, Oracle 11g: SQL and Database Administration
Ramapo College of New Jersey
Certification in Project Management
Carli Gannone Carli Gannone's Sun Life Financial Experience September 2013 - February 2015
Job Helping companies ship all over the world.
Industry Logistics and Supply Chain
Experience
World Logistics Group March 2015 - Present
Sun Life Financial September 2013 - February 2015
Rancocas Conservancy June 2010 - September 2013
RB Benefits August 2012 - August 2013
Innovative Benefit Planning, LLC October 2008 - October 2011
J&J Staffing Resources November 2006 - October 2008
good times Magazine 1999 - 2000
NEXTLINK Communications 1997 - 2000
MCI Systemhouse 1996 - 1997
Skills
Strategic Consulting, Policy Analysis, Strategic Planning, Project Planning, Strategy, Leadership, Employee Benefits, Sales, Employee Relations, New Business Development, Human Resources, HRIS, B2B, Customer Service, Negotiation, Training, Disability Insurance, Onboarding, Management, Employee Engagement, Coaching, Benefits Administration, Insurance, Networking, Sourcing, Applicant Tracking..., Workers Compensation, Nonprofits, Payroll, Organizational..., Accident Insurance, Planning, Cancer Insurance, Employee Education, Identity Theft, Stop Loss, Critical Illness, Cancer, Deferred Compensation, Recruiting, Talent Acquisition, Interviews, Health Insurance, Employee Training
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Administration
Gloucester County College 1995 — 1997
Associate of Science
Montville 1991 — 1995
High School Diploma
World Logistics Group March 2015 - Present
Sun Life Financial September 2013 - February 2015
Rancocas Conservancy June 2010 - September 2013
RB Benefits August 2012 - August 2013
Innovative Benefit Planning, LLC October 2008 - October 2011
J&J Staffing Resources November 2006 - October 2008
good times Magazine 1999 - 2000
NEXTLINK Communications 1997 - 2000
MCI Systemhouse 1996 - 1997
Skills
Strategic Consulting, Policy Analysis, Strategic Planning, Project Planning, Strategy, Leadership, Employee Benefits, Sales, Employee Relations, New Business Development, Human Resources, HRIS, B2B, Customer Service, Negotiation, Training, Disability Insurance, Onboarding, Management, Employee Engagement, Coaching, Benefits Administration, Insurance, Networking, Sourcing, Applicant Tracking..., Workers Compensation, Nonprofits, Payroll, Organizational..., Accident Insurance, Planning, Cancer Insurance, Employee Education, Identity Theft, Stop Loss, Critical Illness, Cancer, Deferred Compensation, Recruiting, Talent Acquisition, Interviews, Health Insurance, Employee Training
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Administration
Gloucester County College 1995 — 1997
Associate of Science
Montville 1991 — 1995
High School Diploma
Najee Smith Najee Smith's Sun Life Financial Experience August 2014 - Present
Job Human Resources Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial August 2013 - August 2013
Sun Life Financial August 2012 - August 2013
Sun Life Financial August 2011 - August 2012
Skills
Management, Business Analysis, Customer Service, Leadership, Microsoft Office, Project Management, Process Improvement, Change Management, Analysis, Human Resources, Diversi, Risk Management, Team Leadership
Education
Florida Agricultural and Mechanical University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
Sun Life Financial August 2014 - Present
Sun Life Financial August 2013 - August 2013
Sun Life Financial August 2012 - August 2013
Sun Life Financial August 2011 - August 2012
Skills
Management, Business Analysis, Customer Service, Leadership, Microsoft Office, Project Management, Process Improvement, Change Management, Analysis, Human Resources, Diversi, Risk Management, Team Leadership
Education
Florida Agricultural and Mechanical University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
Julie Luskin Julie Luskin's Sun Life Financial Experience January 2009 - January 2009
Job Card Design Specialist at MorphoTrust
Industry Graphic Design
Experience
MorphoTrust USA January 2015 - Present
jlusk Design September 2007 - Present
Vantage Deluxe World Travel October 2013 - December 2014
iPROMOTEu May 2013 - October 2013
iPROMOTEu October 2012 - May 2013
Harvard Apparatus August 2012 - October 2012
Hasbro Inc December 2011 - August 2012
GAP Promotions May 2010 - April 2011
Sun Life Financial January 2009 - January 2009
MHQ Municipal Vehicles January 2008 - August 2008
Skills
InDesign, Illustrator, Logo Design, Graphic Design, Photoshop, Dreamweaver, Flash, Promotional Design, Promotional Material..., Marketing Communications, Social Media Marketing, Digital Photography, Packaging, Graphics, Posters, Newsletters, Image Manipulation, Photography, Typography, Social Media, Trade Shows, Layout, Advertising, Flyers, Facebook
Education
Worcester State University 2014 — 2014
Certificate, Gerontology
Tri County Regional Vocational Technical High School 2011 — 2011
Certificate, HTML Web Design
Endicott College 2007 — 2011
Bachelor of Fine Arts, Graphic Design
MorphoTrust USA January 2015 - Present
jlusk Design September 2007 - Present
Vantage Deluxe World Travel October 2013 - December 2014
iPROMOTEu May 2013 - October 2013
iPROMOTEu October 2012 - May 2013
Harvard Apparatus August 2012 - October 2012
Hasbro Inc December 2011 - August 2012
GAP Promotions May 2010 - April 2011
Sun Life Financial January 2009 - January 2009
MHQ Municipal Vehicles January 2008 - August 2008
Skills
InDesign, Illustrator, Logo Design, Graphic Design, Photoshop, Dreamweaver, Flash, Promotional Design, Promotional Material..., Marketing Communications, Social Media Marketing, Digital Photography, Packaging, Graphics, Posters, Newsletters, Image Manipulation, Photography, Typography, Social Media, Trade Shows, Layout, Advertising, Flyers, Facebook
Education
Worcester State University 2014 — 2014
Certificate, Gerontology
Tri County Regional Vocational Technical High School 2011 — 2011
Certificate, HTML Web Design
Endicott College 2007 — 2011
Bachelor of Fine Arts, Graphic Design
Karen Dewar-Birk, CPA CMA, PMP's Sun Life Financial Experience February 2014 - Present
Job Project Manager, Enterprise Project Management Office (ePMO) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial August 2011 - February 2014
Sun Life Financial October 2008 - August 2011
Sun Life Financial 2007 - 2008
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Sun Life Financial March 2001 - May 2004
Sun Life Financial June 1999 - March 2001
Various May 1987 - June 1999
Skills
Risk Management, Business Analysis, Process Improvement, Project Portfolio..., Business Process..., Insurance, Vendor Management, Project Management, Project Delivery, Project Planning, Program Management, Change Management
Education
PMP 2008 — 2008
Project Management studies
Certified Management Accountant 1988 — 1992
CMA, Business/Accounting
Fanshawe College 1985 — 1988
Accounting Dipolma, Business
Sun Life Financial February 2014 - Present
Sun Life Financial August 2011 - February 2014
Sun Life Financial October 2008 - August 2011
Sun Life Financial 2007 - 2008
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Sun Life Financial March 2001 - May 2004
Sun Life Financial June 1999 - March 2001
Various May 1987 - June 1999
Skills
Risk Management, Business Analysis, Process Improvement, Project Portfolio..., Business Process..., Insurance, Vendor Management, Project Management, Project Delivery, Project Planning, Program Management, Change Management
Education
PMP 2008 — 2008
Project Management studies
Certified Management Accountant 1988 — 1992
CMA, Business/Accounting
Fanshawe College 1985 — 1988
Accounting Dipolma, Business
Charlene VanderGriendt Charlene VanderGriendt's Sun Life Financial Experience 2004 - 2008
Job Marketing Director, Group Benefits and Retirement Solutions Small Business at Manulife
Industry Financial Services
Experience
Manulife March 2013 - Present
Manulife Financial July 2008 - Present
Sun Life Financial 2004 - 2008
Sun Life Financial Canada 2002 - 2008
Sun Life/Clarica 2001 - 2007
Clarica (now Sun Life Financial) 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Internal Communications, Communications Planning, Strategic Communications, Public Relations, Crisis Communications, Speech Writing, Content Management, Newsletters, Press Releases
Education
The University of Western Ontario
Fanshawe College
Corporate Communications and Public Relations
Manulife March 2013 - Present
Manulife Financial July 2008 - Present
Sun Life Financial 2004 - 2008
Sun Life Financial Canada 2002 - 2008
Sun Life/Clarica 2001 - 2007
Clarica (now Sun Life Financial) 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Internal Communications, Communications Planning, Strategic Communications, Public Relations, Crisis Communications, Speech Writing, Content Management, Newsletters, Press Releases
Education
The University of Western Ontario
Fanshawe College
Corporate Communications and Public Relations
Lianne (Stumpf) Hietanen's Sun Life Financial Experience August 2001 - June 2003
Job Legal Shared Services Specialist Manulife Financial
Industry Insurance
Experience
Manulife Financial November 2010 - Present
Manulife Financial April 2007 - November 2010
Sun Life Financial August 2001 - June 2003
Skills
Compliance, Customer Service, Insurance, Legal Services, Coaching, Budgets, Microsoft Excel, Microsoft Word
Education
Fanshawe College 2004 — 2006
Law Clerk, Law
University of Waterloo 2002 — 2004
Arts, Sociology
Manulife Financial November 2010 - Present
Manulife Financial April 2007 - November 2010
Sun Life Financial August 2001 - June 2003
Skills
Compliance, Customer Service, Insurance, Legal Services, Coaching, Budgets, Microsoft Excel, Microsoft Word
Education
Fanshawe College 2004 — 2006
Law Clerk, Law
University of Waterloo 2002 — 2004
Arts, Sociology
Scott Langlais, CFP® Scott Langlais, CFP®'s Sun Life Financial Experience November 2003 - February 2006
Job VP, Senior Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Maria Eason Maria Eason's Sun Life Financial Experience April 2013 - May 2014
Job Senior Claims Examiner at Gallagher Bassett Services, Inc.
Industry Insurance
Experience
Gallagher Bassett Services, Inc. October 2014 - Present
Mimi claims May 2014 - Present
Sun Life Financial April 2013 - May 2014
Day Care September 2010 - October 2012
GAB Robins February 2007 - September 2010
Sedgwick, Inc. June 2006 - January 2007
AIG September 2005 - June 2006
Royal Sun Alliance April 2003 - April 2005
Skills
Claims Administration, Subrogation, Claims Management, Workers Compensation, Insurance Claims, Customer Service, Claim Investigation, Insurance, Claim, Investigation, Managed Care, Policy, Litigation, Analysis, Casualty, Liability, Interviews, Commercial Insurance, Legal Liability, Litigation Management, Workers' Compensation..., Property & Casualty..., Claims Resolution
Education
Everest University-South Orlando 2012 — 2013
Criminal Justice, Criminal Justice/Law Enforcement Administration, 3.5
Everest University 2008 — 2012
Associate of Sciences, Criminal Investigation
Morse School of Business 1987 — 1988
Word Processing
AI Prince Tech 1984 — 1987
High School, Machine Drafting
Gallagher Bassett Services, Inc. October 2014 - Present
Mimi claims May 2014 - Present
Sun Life Financial April 2013 - May 2014
Day Care September 2010 - October 2012
GAB Robins February 2007 - September 2010
Sedgwick, Inc. June 2006 - January 2007
AIG September 2005 - June 2006
Royal Sun Alliance April 2003 - April 2005
Skills
Claims Administration, Subrogation, Claims Management, Workers Compensation, Insurance Claims, Customer Service, Claim Investigation, Insurance, Claim, Investigation, Managed Care, Policy, Litigation, Analysis, Casualty, Liability, Interviews, Commercial Insurance, Legal Liability, Litigation Management, Workers' Compensation..., Property & Casualty..., Claims Resolution
Education
Everest University-South Orlando 2012 — 2013
Criminal Justice, Criminal Justice/Law Enforcement Administration, 3.5
Everest University 2008 — 2012
Associate of Sciences, Criminal Investigation
Morse School of Business 1987 — 1988
Word Processing
AI Prince Tech 1984 — 1987
High School, Machine Drafting
Matt Dore Matt Dore's Sun Life Financial Experience February 2001 - August 2002
Job Production Office Coordinator at Conestoga Meat Packers
Industry Food Production
Experience
Conestoga Meat Packers January 2011 - Present
Conestoga Meat Packers June 2005 - December 2010
Sun Life Financial February 2001 - August 2002
Skills
Team Leadership, Quality Assurance, Microsoft Office, Mathematics, Food Industry, Industrial Engineering, Production Efficiency, Variance Analysis
Education
Fanshawe College 2002 — 2005
Business Administration
Conestoga Meat Packers January 2011 - Present
Conestoga Meat Packers June 2005 - December 2010
Sun Life Financial February 2001 - August 2002
Skills
Team Leadership, Quality Assurance, Microsoft Office, Mathematics, Food Industry, Industrial Engineering, Production Efficiency, Variance Analysis
Education
Fanshawe College 2002 — 2005
Business Administration
Todd Lister Todd Lister's Sun Life Financial Experience June 2009 - Present
Job Account Rep/SME at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2009 - Present
Sun Life Financial October 2007 - June 2009
Education
Fanshawe College 2002 — 2003
Diploma, Digital Post Production & Animation
Fanshawe College 2000 — 2002
Diploma, Television Broadcasting
Sun Life Financial June 2009 - Present
Sun Life Financial October 2007 - June 2009
Education
Fanshawe College 2002 — 2003
Diploma, Digital Post Production & Animation
Fanshawe College 2000 — 2002
Diploma, Television Broadcasting
Grant Usher Grant Usher's Sun Life Financial Experience February 2009 - January 2011
Job EVMS Program Management
Industry Defense & Space
Experience
General Dynamics Canada January 2011 - Present
Sun Life Financial February 2009 - January 2011
Formet Industries (Magna International) April 2000 - January 2009
Education
Fanshawe College 1981 — 1983
Yes, Manufacturing Engineering Technician
General Dynamics Canada January 2011 - Present
Sun Life Financial February 2009 - January 2011
Formet Industries (Magna International) April 2000 - January 2009
Education
Fanshawe College 1981 — 1983
Yes, Manufacturing Engineering Technician
Yousef AL Hatoum's Sun Life Financial Experience October 2010 - January 2012
Job Representative at Primerica
Industry Financial Services
Experience
Primerica July 2012 - Present
Sun Life Financial October 2010 - January 2012
Sura Trading Inc January 2000 - January 2009
ITM SOLUTIONS INC 2000 - 2002
Islamic Centre of Southwest Ontario January 2000 - January 2001
Saudi Mechanical Industries Company January 1996 - January 1999
SMI 1997 - 1999
Saudi Mechanical Industries Company January 1989 - January 1996
Motor Vehicle Periodic Inspection Company January 1986 - January 1988
Building Material Est January 1984 - January 1986
Skills
Retirement Planning
Education
Fanshawe College 2009 — 2010
Certificate, Professional Financial Services
prince sumayya college 1980 — 1981
Diploma, Programming & System Analyzing
Fanshawe College
Primerica July 2012 - Present
Sun Life Financial October 2010 - January 2012
Sura Trading Inc January 2000 - January 2009
ITM SOLUTIONS INC 2000 - 2002
Islamic Centre of Southwest Ontario January 2000 - January 2001
Saudi Mechanical Industries Company January 1996 - January 1999
SMI 1997 - 1999
Saudi Mechanical Industries Company January 1989 - January 1996
Motor Vehicle Periodic Inspection Company January 1986 - January 1988
Building Material Est January 1984 - January 1986
Skills
Retirement Planning
Education
Fanshawe College 2009 — 2010
Certificate, Professional Financial Services
prince sumayya college 1980 — 1981
Diploma, Programming & System Analyzing
Fanshawe College
Pete Trumper Pete Trumper's Sun Life Financial Experience December 2000 - Present
Job Custom Benefit Provider
Industry Financial Services
Experience
Group Benefits Consultant December 2000 - Present
Sun Life Financial December 2000 - Present
Medavie Blue Cross / Croix Bleue Medavie 2014 - 2015
The Food Bank of Waterloo Region January 2009 - 2011
Canadian Innovation Centre November 1997 - December 2000
London Life September 1989 - October 1997
The Analysts of Canada 1980 - 1985
The Analysts of Canada 1980 - 1985
Skills
Disability Insurance, Critical Illness, Employee Benefits, Retirement, Leadership, Marketing, Long Term Care Insurance, Investments, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Wealth Management, Wealth, Strategic Financial..., Financial Planners, Pensions, Asset Managment, Portfolio Management, Health Insurance, Estate Planning, Financial Advisory, Financial Services, Life Insurance, Term Life Insurance, Investment Advisory
Education
Western University 1985 — 1988
BA, Science
Fleming College 1978 — 1980
Diploma, Geology
Central Secondary 1974 — 1978
Diploma
Group Benefits Consultant December 2000 - Present
Sun Life Financial December 2000 - Present
Medavie Blue Cross / Croix Bleue Medavie 2014 - 2015
The Food Bank of Waterloo Region January 2009 - 2011
Canadian Innovation Centre November 1997 - December 2000
London Life September 1989 - October 1997
The Analysts of Canada 1980 - 1985
The Analysts of Canada 1980 - 1985
Skills
Disability Insurance, Critical Illness, Employee Benefits, Retirement, Leadership, Marketing, Long Term Care Insurance, Investments, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Wealth Management, Wealth, Strategic Financial..., Financial Planners, Pensions, Asset Managment, Portfolio Management, Health Insurance, Estate Planning, Financial Advisory, Financial Services, Life Insurance, Term Life Insurance, Investment Advisory
Education
Western University 1985 — 1988
BA, Science
Fleming College 1978 — 1980
Diploma, Geology
Central Secondary 1974 — 1978
Diploma
Ricardo Antonio Rivera's Sun Life Financial Experience December 2013 - Present
Job Forms Administrator/Designer at Sun Life Financial
Industry Design
Experience
Sun Life Financial December 2013 - Present
Rivera Media January 2010 - Present
Fanshawe College 2009 - 2011
Stewart Overhead Door Co. Ltd. 2006 - 2008
The Home Depot Canada 2000 - 2006
Skills
Adobe Creative Suite, Graphic Design, Mac, Logo Design, Photography, Layout, After Effects, Drawing, CSS, Art, Posters, Painting, Sketching, Fine Art, Video, Multimedia
Education
Fanshawe College 2009 — 2011
Diploma, Multi Media Design and Production
Fanshawe College 2000 — 2001
none, Fine Arts
Sun Life Financial December 2013 - Present
Rivera Media January 2010 - Present
Fanshawe College 2009 - 2011
Stewart Overhead Door Co. Ltd. 2006 - 2008
The Home Depot Canada 2000 - 2006
Skills
Adobe Creative Suite, Graphic Design, Mac, Logo Design, Photography, Layout, After Effects, Drawing, CSS, Art, Posters, Painting, Sketching, Fine Art, Video, Multimedia
Education
Fanshawe College 2009 — 2011
Diploma, Multi Media Design and Production
Fanshawe College 2000 — 2001
none, Fine Arts
Sammy Lamy Sammy Lamy's Sun Life Financial Experience May 2010 - August 2010
Job Highly Motivated Accountant
Industry Oil & Energy
Experience
Sami Premium Hair Extensions April 2015 - Present
Infinite Energy Inc August 2014 - Present
Infinite Energy Inc April 2013 - Present
Liberty Tax Service January 2013 - April 2013
Volunteer Income Tax Assistant January 2011 - April 2011
Florida A&M University September 2007 - January 2011
Sun Life Financial May 2010 - August 2010
Florida A&M University January 2008 - August 2008
Winn Dixie Supermarkets October 2004 - January 2006
Skills
Leadership, Public Speaking, Customer Service, Microsoft Excel, Access, Budgets, Income Tax, Event Planning, Microsoft Office, Public Relations, Research, Leadership Development, QuickBooks, PowerPoint, Outlook, Project Planning, Management, Insurance, Auditing, Project Management, Teaching, Facebook, Nonprofits, Community Outreach, Government, Strategic Planning, Marketing, Sales, Financial Analysis, Social Media Marketing, Inventory Management, Accounting, Process Improvement, Team Building, Data Entry, Time Management, Microsoft Word, Team Leadership, Editing, SPSS, Fundraising, Natural Gas, Event Management, Analysis, Training, Data Analysis
Education
Florida Agricultural and Mechanical University 2007 — 2011
B.S., Accounting
Sami Premium Hair Extensions April 2015 - Present
Infinite Energy Inc August 2014 - Present
Infinite Energy Inc April 2013 - Present
Liberty Tax Service January 2013 - April 2013
Volunteer Income Tax Assistant January 2011 - April 2011
Florida A&M University September 2007 - January 2011
Sun Life Financial May 2010 - August 2010
Florida A&M University January 2008 - August 2008
Winn Dixie Supermarkets October 2004 - January 2006
Skills
Leadership, Public Speaking, Customer Service, Microsoft Excel, Access, Budgets, Income Tax, Event Planning, Microsoft Office, Public Relations, Research, Leadership Development, QuickBooks, PowerPoint, Outlook, Project Planning, Management, Insurance, Auditing, Project Management, Teaching, Facebook, Nonprofits, Community Outreach, Government, Strategic Planning, Marketing, Sales, Financial Analysis, Social Media Marketing, Inventory Management, Accounting, Process Improvement, Team Building, Data Entry, Time Management, Microsoft Word, Team Leadership, Editing, SPSS, Fundraising, Natural Gas, Event Management, Analysis, Training, Data Analysis
Education
Florida Agricultural and Mechanical University 2007 — 2011
B.S., Accounting
Vincent Bai Vincent Bai's Sun Life Financial Experience August 2014 - August 2014
Job President at ChinaCanada Junior Chamber of Commerce
Industry
Experience
Canada China Chamber of Commerce (Quebec) December 2014 - Present
China-Canada Junior Chamber of Commerce March 2012 - Present
Sun Life Financial August 2014 - August 2014
Bank of China July 2012 - August 2012
WELAND INTERNATIONAL June 2011 - August 2011
Education
McGill University 2014 — 2015
The Certificate of Proficiency in French, French Language and Culture
McGill University 2011 — 2014
Bachelor of Commerce (BCom), International Business, Economics
Escola Superior de Propaganda e Marketing 2013 — 2013
Summer Exchange Program, Global Branding Management; Managing in Globalization
Shanghai Pinghe School 2008 — 2011
IB Diploma
Canada China Chamber of Commerce (Quebec) December 2014 - Present
China-Canada Junior Chamber of Commerce March 2012 - Present
Sun Life Financial August 2014 - August 2014
Bank of China July 2012 - August 2012
WELAND INTERNATIONAL June 2011 - August 2011
Education
McGill University 2014 — 2015
The Certificate of Proficiency in French, French Language and Culture
McGill University 2011 — 2014
Bachelor of Commerce (BCom), International Business, Economics
Escola Superior de Propaganda e Marketing 2013 — 2013
Summer Exchange Program, Global Branding Management; Managing in Globalization
Shanghai Pinghe School 2008 — 2011
IB Diploma
Jennifer Nosalek's Sun Life Financial Experience 2005 - 2010
Job Director of Marketing at Hahn Home Health Care Inc
Industry Hospital & Health Care
Experience
Hahn Home Health Care Inc June 2014 - Present
Paychex September 2013 - June 2014
Executive Schedulers Plus October 2008 - September 2013
Sun Life Financial 2005 - 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 2001 - 2003
Sovereign Bank 1998 - 2001
BankBoston Mortgage 1992 - 1998
Skills
Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Insurance, Investments, Series 7, Life Insurance, Strategic Financial..., Mutual Funds, New Business Development, Estate Planning, Credit, Finance, IRAs, Loans, Cold Calling, Financial Planning, Customer Service, Leadership, Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Community Service, Volunteering, Healthcare
Education
Endicott College 1993 — 1997
Bachelor, Business Administration with a concentration in Entrepreneurial Studies
Endicott College 1990 — 1992
Associate, Interior Decorating
Brockton High School 1987 — 1990
HS Diploma
Hahn Home Health Care Inc June 2014 - Present
Paychex September 2013 - June 2014
Executive Schedulers Plus October 2008 - September 2013
Sun Life Financial 2005 - 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 2001 - 2003
Sovereign Bank 1998 - 2001
BankBoston Mortgage 1992 - 1998
Skills
Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Insurance, Investments, Series 7, Life Insurance, Strategic Financial..., Mutual Funds, New Business Development, Estate Planning, Credit, Finance, IRAs, Loans, Cold Calling, Financial Planning, Customer Service, Leadership, Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Community Service, Volunteering, Healthcare
Education
Endicott College 1993 — 1997
Bachelor, Business Administration with a concentration in Entrepreneurial Studies
Endicott College 1990 — 1992
Associate, Interior Decorating
Brockton High School 1987 — 1990
HS Diploma
Eric Wise's Sun Life Financial Experience June 2001 - June 2003
Job Senior Men's Footwear Buyer and Men's Athletic Division Lead at VILLA
Industry Retail
Experience
VILLA March 2015 - Present
VILLA August 2014 - Present
VILLA June 2013 - Present
Premier Athlete Performance August 2008 - February 2013
VILLA August 2002 - August 2008
Mike Boyle Strength & Conditioning March 2002 - July 2003
New England Seawolves, New Haven Ninjas, Tallahasse Thunder July 2000 - July 2003
Sun Life Financial June 2001 - June 2003
Skills
Sports, Athletics, Strength & Conditioning, Injury Prevention, Functional Training, Training, Physical Therapy, Weight, Program Management, Retail, Merchandising, Marketing, Sales, Customer Service, Marketing Strategy, Coaching, Social Media, Social Media Marketing, Apparel, Management, Event Management, Inventory Management, Product Development, Footwear, Logistics
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
VILLA March 2015 - Present
VILLA August 2014 - Present
VILLA June 2013 - Present
Premier Athlete Performance August 2008 - February 2013
VILLA August 2002 - August 2008
Mike Boyle Strength & Conditioning March 2002 - July 2003
New England Seawolves, New Haven Ninjas, Tallahasse Thunder July 2000 - July 2003
Sun Life Financial June 2001 - June 2003
Skills
Sports, Athletics, Strength & Conditioning, Injury Prevention, Functional Training, Training, Physical Therapy, Weight, Program Management, Retail, Merchandising, Marketing, Sales, Customer Service, Marketing Strategy, Coaching, Social Media, Social Media Marketing, Apparel, Management, Event Management, Inventory Management, Product Development, Footwear, Logistics
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Karen Schnarr Karen Schnarr's Sun Life Financial Experience May 2010 - Present
Job Transactions Manager, Corporate Real Estate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2010 - Present
Manulife Financial Waterloo November 2007 - May 2010
Sun Life Financial February 2005 - November 2007
2003 - 2005 Sun Life Financial 2003 - 2005
Skills
Change Management, Vendor Management, Finance, Process Improvement, Team Building, Risk Management, Training, Integration, Coaching, Operations Management
Education
University of Waterloo 1986 — 1988
B.A, Art/Art Studies, General
Fanshawe College 1979 — 1982
Interior Design Diploma, Interior Design
Sun Life Financial May 2010 - Present
Manulife Financial Waterloo November 2007 - May 2010
Sun Life Financial February 2005 - November 2007
2003 - 2005 Sun Life Financial 2003 - 2005
Skills
Change Management, Vendor Management, Finance, Process Improvement, Team Building, Risk Management, Training, Integration, Coaching, Operations Management
Education
University of Waterloo 1986 — 1988
B.A, Art/Art Studies, General
Fanshawe College 1979 — 1982
Interior Design Diploma, Interior Design
Erica Huerta's Sun Life Financial Experience 2013 - 2013
Job Marketing and Economics
Industry Marketing and Advertising
Experience
Newland Communities 2014 - 2014
Sun Life Financial 2013 - 2013
TD Auto Finance 2012 - 2012
Group Benefit Strategies, Inc 2011 - 2012
Student Housing Solutions, LLC 2010 - 2010
Skills
Access, Marketing, Sales, PowerPoint, Customer Service, Analysis, Leadership, Social Media, Microsoft Office, Microsoft Excel, Databases, Sales Management, Account Management, Management, Social Networking, SEO, Sales Presentations, Social Media Marketing, Sponsorship, Insurance, Strategic Planning, Marketing Communications, Accounting, Event Planning
Education
Florida State University 2007 — 2011
B.S Double Major, Marketing and Economics
Newland Communities 2014 - 2014
Sun Life Financial 2013 - 2013
TD Auto Finance 2012 - 2012
Group Benefit Strategies, Inc 2011 - 2012
Student Housing Solutions, LLC 2010 - 2010
Skills
Access, Marketing, Sales, PowerPoint, Customer Service, Analysis, Leadership, Social Media, Microsoft Office, Microsoft Excel, Databases, Sales Management, Account Management, Management, Social Networking, SEO, Sales Presentations, Social Media Marketing, Sponsorship, Insurance, Strategic Planning, Marketing Communications, Accounting, Event Planning
Education
Florida State University 2007 — 2011
B.S Double Major, Marketing and Economics
Melanie Ward's Sun Life Financial Experience August 2009 - January 2010
Job Administrative Assistant At Canadian Tire Corporation
Industry Retail
Experience
Canadian Tire August 2012 - Present
Rogers Communications November 2010 - June 2012
Rogers Communications Inc. July 2010 - November 2010
Sun Life Financial August 2009 - January 2010
Sun Life Financial January 2009 - August 2009
Manulife Financial August 2006 - November 2008
Sun Life Financial August 2005 - August 2006
H.A.S Marketing May 2004 - March 2005
Skills
Highly detail oriented, Exceptionally Organized, Highly motivated..., Great Follow Through, Friendly Personality, Customer Service, Social Media, Time Management, Teamwork, Internal Communications, Lotus Notes, Follow Through, Project Management, Access, Business Analysis, Communication, Event Planning, Human Resources, Leadership, Training, Team Leadership, Process Improvement, Microsoft Office, Microsoft Excel
Education
Ryerson University
Public Relations Certificate
Fleming College 2001 — 2004
Business Admin - Marketing
George Brown College 2000 — 2000
Desk Top Publishing
pine ridge secondary school
Canadian Tire August 2012 - Present
Rogers Communications November 2010 - June 2012
Rogers Communications Inc. July 2010 - November 2010
Sun Life Financial August 2009 - January 2010
Sun Life Financial January 2009 - August 2009
Manulife Financial August 2006 - November 2008
Sun Life Financial August 2005 - August 2006
H.A.S Marketing May 2004 - March 2005
Skills
Highly detail oriented, Exceptionally Organized, Highly motivated..., Great Follow Through, Friendly Personality, Customer Service, Social Media, Time Management, Teamwork, Internal Communications, Lotus Notes, Follow Through, Project Management, Access, Business Analysis, Communication, Event Planning, Human Resources, Leadership, Training, Team Leadership, Process Improvement, Microsoft Office, Microsoft Excel
Education
Ryerson University
Public Relations Certificate
Fleming College 2001 — 2004
Business Admin - Marketing
George Brown College 2000 — 2000
Desk Top Publishing
pine ridge secondary school
Randy Sansen's Sun Life Financial Experience November 2004 - January 2006
Job Consultant Improving Clients' Financial Wellbeing
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Jennifer Campbell CHS Jennifer Campbell CHS's Sun Life Financial Experience May 2015 - Present
Job Sales Manager (Recruiter)/Instructor at Fanshawe College
Industry Financial Services
Experience
Sun Life Financial May 2015 - Present
Fanshawe College May 2001 - Present
London Life June 2012 - April 2015
Fanshawe College August 2014 - October 2014
London Life September 2008 - June 2012
London Life November 2005 - September 2008
Citibank October 2003 - November 2005
St. Willibrord Credit Union April 2000 - November 2003
Skills
Client Relationship..., Sales Presentations, Insurance, Small Business, Investments, Direct Sales, Selling Skills, Financial Management, Training & Development, Leadership Development, Workshop Facilitation, Succession Planning, Coaching, Training, Performance Management, Financial Planners, Team Building, Leadership, Risk Management, Life Insurance, Time Management, CRM, Employee Benefits, Employee Training, Financial Planning, Management, Wealth, Strategic Financial..., Wealth Management, Sales
Education
The Institute for Advanced Financial Education 2011 — 2012
Certified Health Specialist, Insurance and Financial
Langevin
Advanced Facilitation Program
Fanshawe College 2000 — 2002
Associate's Degree, Human Resource Management
Fanshawe College 1994 — 1995
Health Records Technician, Health field
IFSE 2015 — 2015
Labour Sponsored Funds Course, Mutual Funds
IFSE 2015 — 2015
Branch Managers Course, Mutual Funds
Sun Life Financial May 2015 - Present
Fanshawe College May 2001 - Present
London Life June 2012 - April 2015
Fanshawe College August 2014 - October 2014
London Life September 2008 - June 2012
London Life November 2005 - September 2008
Citibank October 2003 - November 2005
St. Willibrord Credit Union April 2000 - November 2003
Skills
Client Relationship..., Sales Presentations, Insurance, Small Business, Investments, Direct Sales, Selling Skills, Financial Management, Training & Development, Leadership Development, Workshop Facilitation, Succession Planning, Coaching, Training, Performance Management, Financial Planners, Team Building, Leadership, Risk Management, Life Insurance, Time Management, CRM, Employee Benefits, Employee Training, Financial Planning, Management, Wealth, Strategic Financial..., Wealth Management, Sales
Education
The Institute for Advanced Financial Education 2011 — 2012
Certified Health Specialist, Insurance and Financial
Langevin
Advanced Facilitation Program
Fanshawe College 2000 — 2002
Associate's Degree, Human Resource Management
Fanshawe College 1994 — 1995
Health Records Technician, Health field
IFSE 2015 — 2015
Labour Sponsored Funds Course, Mutual Funds
IFSE 2015 — 2015
Branch Managers Course, Mutual Funds
Jeff Torres's Sun Life Financial Experience August 2012 - May 2014
Job Production Manager / BET Experience
Industry Entertainment
Experience
BET Networks (a subsidiary of Viacom Inc.) June 2015 - Present
AMC Networks September 2014 - February 2015
Sun Life Financial August 2012 - May 2014
MTV Networks April 2010 - October 2011
MDLand September 2008 - January 2010
MTV Networks January 2008 - May 2008
EMI Music May 2004 - January 2007
Virgin Records October 2003 - May 2004
Skills
Outlook, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Marketing, Email Marketing, Microsoft Word, Leadership, Account Management, Digital Media, Integrated Marketing, Sales, Strategic Partnerships, Lotus Notes
Education
Fashion Institute of Technology 2004 — 2008
Bachelor of Science, Advertising & Marketing Commmunications
Fashion Institute of Technology 1999 — 2002
Associate in Applied Science, Fashion Merchandising & Management
BET Networks (a subsidiary of Viacom Inc.) June 2015 - Present
AMC Networks September 2014 - February 2015
Sun Life Financial August 2012 - May 2014
MTV Networks April 2010 - October 2011
MDLand September 2008 - January 2010
MTV Networks January 2008 - May 2008
EMI Music May 2004 - January 2007
Virgin Records October 2003 - May 2004
Skills
Outlook, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Marketing, Email Marketing, Microsoft Word, Leadership, Account Management, Digital Media, Integrated Marketing, Sales, Strategic Partnerships, Lotus Notes
Education
Fashion Institute of Technology 2004 — 2008
Bachelor of Science, Advertising & Marketing Commmunications
Fashion Institute of Technology 1999 — 2002
Associate in Applied Science, Fashion Merchandising & Management
Martha Thouless Martha Thouless's Sun Life Financial Experience July 2008 - November 2010
Job Sr. Infrastructure Project Manager @ HP
Industry Information Technology and Services
Experience
Hewlett-Packard November 2010 - Present
HP November 2010 - April 2012
Sun Life Financial July 2008 - November 2010
EDS July 1994 - July 2008
Skills
Process Improvement, Business Process, HP, PMP, PMO, IT Service Management, Service Delivery, Strategy, ITIL, Management, Project Management, Integration, IT Management, Pre-sales, SharePoint, Project Delivery, Program Management
Education
McMaster University 1992 — 1994
Fanshawe College 1987 — 1989
Legal Office Administration Diploma
Hewlett-Packard November 2010 - Present
HP November 2010 - April 2012
Sun Life Financial July 2008 - November 2010
EDS July 1994 - July 2008
Skills
Process Improvement, Business Process, HP, PMP, PMO, IT Service Management, Service Delivery, Strategy, ITIL, Management, Project Management, Integration, IT Management, Pre-sales, SharePoint, Project Delivery, Program Management
Education
McMaster University 1992 — 1994
Fanshawe College 1987 — 1989
Legal Office Administration Diploma
Chuck Vint Chuck Vint's Sun Life Financial Experience September 2009 - Present
Job Sun Life Financial Advisor
Industry Financial Services
Experience
Sun Life Financial September 2009 - Present
Dura Chrome Ltd January 1989 - August 2009
Skills
Critical Illness, Mutual Funds, Life Insurance, Investments, Long Term Care Insurance, Health Insurance, Retirement Planning, RRSP, Retirement, Financial Planning, Customer Service, Coaching, TFSA, Sales Management, Financial Advisory, Protection, Disability Insurance, Wealth Management, Holistic Financial..., Strategic Financial..., Estate Planning, Segregated Funds, Sales, Business Planning
Education
Fanshawe College 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business
Sun Life Financial September 2009 - Present
Dura Chrome Ltd January 1989 - August 2009
Skills
Critical Illness, Mutual Funds, Life Insurance, Investments, Long Term Care Insurance, Health Insurance, Retirement Planning, RRSP, Retirement, Financial Planning, Customer Service, Coaching, TFSA, Sales Management, Financial Advisory, Protection, Disability Insurance, Wealth Management, Holistic Financial..., Strategic Financial..., Estate Planning, Segregated Funds, Sales, Business Planning
Education
Fanshawe College 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business
Jenna Paradise's Sun Life Financial Experience March 2011 - January 2012
Job Senior Client Relationship Coordinator at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP January 2015 - Present
Ropes & Gray LLP May 2012 - January 2015
Sun Life Financial March 2011 - January 2012
Sun Life Financial January 2008 - January 2012
Skills
Relationship Management, Computer: Windows, MS..., Client Service Oriented, Series 6, 63 / Life,..., Series 6, Sales, Series 63, Retirement Planning, Insurance, Long-term Care
Education
Emmanuel College 2004 — 2008
Bachelors, English Communications
Ropes & Gray LLP January 2015 - Present
Ropes & Gray LLP May 2012 - January 2015
Sun Life Financial March 2011 - January 2012
Sun Life Financial January 2008 - January 2012
Skills
Relationship Management, Computer: Windows, MS..., Client Service Oriented, Series 6, 63 / Life,..., Series 6, Sales, Series 63, Retirement Planning, Insurance, Long-term Care
Education
Emmanuel College 2004 — 2008
Bachelors, English Communications
Marianne Damaren (Callaghan) Marianne Damaren (Callaghan)'s Sun Life Financial Experience October 2011 - Present
Job Account Executive Group Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial May 2009 - October 2011
Skills
Customer Service, Coaching, Leadership, Event Planning, Time Management, Financial Services, Social Media Marketing, Retirement Planning, Team Building, Retirement, Employee Benefits, Insurance
Education
Fanshawe College
Wilfrid Laurier University
Sun Life Financial October 2011 - Present
Sun Life Financial May 2009 - October 2011
Skills
Customer Service, Coaching, Leadership, Event Planning, Time Management, Financial Services, Social Media Marketing, Retirement Planning, Team Building, Retirement, Employee Benefits, Insurance
Education
Fanshawe College
Wilfrid Laurier University
Jake Pelletier's Sun Life Financial Experience July 2008 - January 2011
Job BuyerGolf, Outdoors & Team Sports at Groupon
Industry Retail
Experience
Groupon March 2014 - Present
Groupon April 2012 - Present
Experian QAS US October 2011 - March 2012
Polite in Public February 2011 - September 2011
Northeast Development & Investment May 2011 - August 2011
Sun Life Financial July 2008 - January 2011
Fairfield Marketing Club September 2007 - May 2008
R.P. Video January 2001 - January 2007
Skills
Blogging, Sales, Event Planning, Negotiation, Sales Management, Customer Service, Salesforce.com
Education
Fairfield University 2004 — 2008
Business, Marketing, Communications
Johnson school
Swampscott high
Groupon March 2014 - Present
Groupon April 2012 - Present
Experian QAS US October 2011 - March 2012
Polite in Public February 2011 - September 2011
Northeast Development & Investment May 2011 - August 2011
Sun Life Financial July 2008 - January 2011
Fairfield Marketing Club September 2007 - May 2008
R.P. Video January 2001 - January 2007
Skills
Blogging, Sales, Event Planning, Negotiation, Sales Management, Customer Service, Salesforce.com
Education
Fairfield University 2004 — 2008
Business, Marketing, Communications
Johnson school
Swampscott high
Lou Quintal, MBA's Sun Life Financial Experience December 2014 - Present
Job Sr. Consultant, Digital Solutions at Sun Life Financial
Industry Internet
Experience
Sun Life Financial December 2014 - Present
2rbConsulting, Inc. July 2013 - December 2014
TTracy Company, LLC April 2013 - July 2013
Green Banana SEO January 2012 - March 2013
Sliced Design August 2009 - January 2012
Endicott College August 2009 - June 2010
Rochester Electronics January 2010 - May 2010
Skills
Customer Relations, Online Marketing, SEO, Start-ups, Lead Generation, Social Media Marketing, Customer Service, Social Networking, Small Business, Strategic Planning, Web Design, Management, Marketing Communications, Business Strategy, Online Advertising, Sales, Advertising, Social Media, Marketing Strategy, Entrepreneurship, Account Management, Competitive Analysis, Google Analytics, Content Management, Marketing, Google Adwords, Business Development, Email Marketing, Team Building, Digital Marketing, Strategy, Market Research, PPC, User Experience, Market Analysis, Web Marketing, Leadership, Analytics
Education
Van Loan School of Graduate and Professional Studies at Endicott College 2009 — 2010
MBA, 3.8 GPA
Endicott College 2005 — 2009
Business Administration, International Business & Marketing Double Minor Computer Science & Spanish
Sun Life Financial December 2014 - Present
2rbConsulting, Inc. July 2013 - December 2014
TTracy Company, LLC April 2013 - July 2013
Green Banana SEO January 2012 - March 2013
Sliced Design August 2009 - January 2012
Endicott College August 2009 - June 2010
Rochester Electronics January 2010 - May 2010
Skills
Customer Relations, Online Marketing, SEO, Start-ups, Lead Generation, Social Media Marketing, Customer Service, Social Networking, Small Business, Strategic Planning, Web Design, Management, Marketing Communications, Business Strategy, Online Advertising, Sales, Advertising, Social Media, Marketing Strategy, Entrepreneurship, Account Management, Competitive Analysis, Google Analytics, Content Management, Marketing, Google Adwords, Business Development, Email Marketing, Team Building, Digital Marketing, Strategy, Market Research, PPC, User Experience, Market Analysis, Web Marketing, Leadership, Analytics
Education
Van Loan School of Graduate and Professional Studies at Endicott College 2009 — 2010
MBA, 3.8 GPA
Endicott College 2005 — 2009
Business Administration, International Business & Marketing Double Minor Computer Science & Spanish
Kimberly Oliveira Kimberly Oliveira's Sun Life Financial Experience September 2007 - May 2012
Job Digital Designer: bringing brands to life with concepts and designs
Industry Graphic Design
Experience
Universal Wilde September 2014 - Present
Tippingpoint Labs February 2014 - Present
Corporate Solutions 1998 - Present
Boston University Center for Digital Imaging Arts (CDIA) May 2013 - February 2014
Sun Life Financial September 2007 - May 2012
Conquest Business Media 2005 - 2007
Main Street Media 1999 - 2005
Skills
Creative Direction, Typography, Brochures, Logo Design, Art Direction, Graphics, Magazines, Web Design, Advertising, Publishing, Pre-press, Collateral, InDesign, Adobe Creative Suite, Graphic Design, Email Marketing, Direct Marketing, Photoshop, Direct Mail, Digital Media, Web Development, User Interface Design, User Experience Design, HTML 5, CSS3, JavaScript, jQuery, WordPress, PHP, MySQL, SEO, Social Media Marketing, Brand Development, Mobile Design, Responsiveness, Photography
Education
BU CDIA 2013 — 2014
Certificate, Web Development
Flagler College 1994 — 1998
BA, Graphic Design, Sport Management
Universal Wilde September 2014 - Present
Tippingpoint Labs February 2014 - Present
Corporate Solutions 1998 - Present
Boston University Center for Digital Imaging Arts (CDIA) May 2013 - February 2014
Sun Life Financial September 2007 - May 2012
Conquest Business Media 2005 - 2007
Main Street Media 1999 - 2005
Skills
Creative Direction, Typography, Brochures, Logo Design, Art Direction, Graphics, Magazines, Web Design, Advertising, Publishing, Pre-press, Collateral, InDesign, Adobe Creative Suite, Graphic Design, Email Marketing, Direct Marketing, Photoshop, Direct Mail, Digital Media, Web Development, User Interface Design, User Experience Design, HTML 5, CSS3, JavaScript, jQuery, WordPress, PHP, MySQL, SEO, Social Media Marketing, Brand Development, Mobile Design, Responsiveness, Photography
Education
BU CDIA 2013 — 2014
Certificate, Web Development
Flagler College 1994 — 1998
BA, Graphic Design, Sport Management
Jay Brintnell's Sun Life Financial Experience May 2012 - Present
Job Business Systems Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2012 - Present
Manulife Financial May 2011 - May 2012
Manulife Financial April 2007 - April 2011
Start Communications 2006 - 2008
London Life January 2000 - April 2007
Fanshawe College April 1998 - December 1999
Richard Ivey School of Business 1998 - 1999
Skills
Insurance, Business Analysis, Requirements Gathering, SDLC, Process Improvement, Graphic Design, Automotive Restoration, Manage Client..., Client Relations Skills, Web Design, Website Development, Web Analytics, Vendor Management, Requirements Analysis, Employee Benefits, Business Requirements, CRM, Management
Education
Fanshawe College 1994 — 1996
Diploma, Computer Software Engineering
Sun Life Financial May 2012 - Present
Manulife Financial May 2011 - May 2012
Manulife Financial April 2007 - April 2011
Start Communications 2006 - 2008
London Life January 2000 - April 2007
Fanshawe College April 1998 - December 1999
Richard Ivey School of Business 1998 - 1999
Skills
Insurance, Business Analysis, Requirements Gathering, SDLC, Process Improvement, Graphic Design, Automotive Restoration, Manage Client..., Client Relations Skills, Web Design, Website Development, Web Analytics, Vendor Management, Requirements Analysis, Employee Benefits, Business Requirements, CRM, Management
Education
Fanshawe College 1994 — 1996
Diploma, Computer Software Engineering
Samantha (Tyler) Bellows Samantha (Tyler) Bellows's Sun Life Financial Experience March 2009 - March 2011
Job Adjunct Professor at Great Bay Community College
Industry Higher Education
Experience
Great Bay Community College July 2014 - Present
Simply Sam's January 2011 - Present
EF Englishtown March 2014 - July 2014
Arbonne International September 2011 - December 2013
Merrimack College August 2012 - May 2013
Amesbury School District February 2012 - June 2012
Sun Life Financial March 2009 - March 2011
Portrait Design Photography September 2008 - October 2009
The Improper Bostonian Magazine August 2007 - December 2007
John Clark Photography January 2006 - January 2006
Skills
Social Media, Photography, Newsletters, Writing, Customer Service, Microsoft Office, Facebook, InDesign, Public Speaking, Retail, Photoshop, Social Networking, Event Planning, College Teaching, Event Management, Copy Editing, Higher Education, PowerPoint
Education
Merrimack College 2012 — 2013
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Endicott College 2004 — 2008
BS, Communication/ Journalism; Photography
Merrimack High School 2000 — 2004
High School
Great Bay Community College July 2014 - Present
Simply Sam's January 2011 - Present
EF Englishtown March 2014 - July 2014
Arbonne International September 2011 - December 2013
Merrimack College August 2012 - May 2013
Amesbury School District February 2012 - June 2012
Sun Life Financial March 2009 - March 2011
Portrait Design Photography September 2008 - October 2009
The Improper Bostonian Magazine August 2007 - December 2007
John Clark Photography January 2006 - January 2006
Skills
Social Media, Photography, Newsletters, Writing, Customer Service, Microsoft Office, Facebook, InDesign, Public Speaking, Retail, Photoshop, Social Networking, Event Planning, College Teaching, Event Management, Copy Editing, Higher Education, PowerPoint
Education
Merrimack College 2012 — 2013
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Endicott College 2004 — 2008
BS, Communication/ Journalism; Photography
Merrimack High School 2000 — 2004
High School
Phillip Ferreira Phillip Ferreira's Sun Life Financial Experience June 2011 - Present
Job financial advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2011 - Present
Skills
Retirement Planning, Critical Illness, Strategic Financial..., Life Insurance, Risk Management, Wealth Management, Retirement, Customer Service, Mutual Funds, Wealth, Team Leadership, Management, Leadership, Insurance, Fixed Annuities, Financial Planning, Financial Planners, Disability Insurance
Education
Fanshawe College 2006 — 2009
Business Insurance, Business Insurance
Sun Life Financial June 2011 - Present
Skills
Retirement Planning, Critical Illness, Strategic Financial..., Life Insurance, Risk Management, Wealth Management, Retirement, Customer Service, Mutual Funds, Wealth, Team Leadership, Management, Leadership, Insurance, Fixed Annuities, Financial Planning, Financial Planners, Disability Insurance
Education
Fanshawe College 2006 — 2009
Business Insurance, Business Insurance
Doug Boccabella Doug Boccabella's Sun Life Financial Experience January 2011 - October 2011
Job Marketing Manager
Industry Mechanical or Industrial Engineering
Experience
Liftsafe Group of Companies September 2011 - Present
Sun Life Financial January 2011 - October 2011
Sun Life Financial of Canada August 2008 - January 2011
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Direct Marketing, Marketing, Graphic Design, International Marketing, Corporate Communications, Project Planning, B2B Marketing, Online Marketing, Brand Management, Integrated Marketing, Fundraising, Sales, Market Research
Education
University of Waterloo 2011 — 2011
Certificate, Social Media for Business Performance
Wilfrid Laurier University 2006 — 2009
BA, Communications and Global Studies
Fanshawe College 2005 — 2006
BAM, Business Administration Marketing
Fanshawe College 2003 — 2005
BM, Business Marketing
Liftsafe Group of Companies September 2011 - Present
Sun Life Financial January 2011 - October 2011
Sun Life Financial of Canada August 2008 - January 2011
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Direct Marketing, Marketing, Graphic Design, International Marketing, Corporate Communications, Project Planning, B2B Marketing, Online Marketing, Brand Management, Integrated Marketing, Fundraising, Sales, Market Research
Education
University of Waterloo 2011 — 2011
Certificate, Social Media for Business Performance
Wilfrid Laurier University 2006 — 2009
BA, Communications and Global Studies
Fanshawe College 2005 — 2006
BAM, Business Administration Marketing
Fanshawe College 2003 — 2005
BM, Business Marketing
Margarita Poza Margarita Poza's Sun Life Financial Experience March 2007 - April 2010
Job Relationship and Distribution Management
Industry Insurance
Experience
Lowe Art Museum at University of Miami August 2010 - Present
Sun Life Financial March 2007 - April 2010
Leumi Investment Services, Inc. September 2004 - March 2006
Publix Insurance Agency, Inc. January 1990 - August 2004
Skills
Business Development,..., Business Development, Relationship Management, Product Development, Business Operations, Strategic Consulting, International Relations, Public Speaking, Non-profits, Fundraising, Domestic and offshore..., Life Insurance, Marketing, Event Management, Marketing Strategy, Training, Market Research, Leadership, Management, Negotiation, Sales, Spanish, Insurance, Strategy, Public Relations, Leadership Development, Nonprofits
Education
Florida International University
BA, International Relations
Lowe Art Museum at University of Miami August 2010 - Present
Sun Life Financial March 2007 - April 2010
Leumi Investment Services, Inc. September 2004 - March 2006
Publix Insurance Agency, Inc. January 1990 - August 2004
Skills
Business Development,..., Business Development, Relationship Management, Product Development, Business Operations, Strategic Consulting, International Relations, Public Speaking, Non-profits, Fundraising, Domestic and offshore..., Life Insurance, Marketing, Event Management, Marketing Strategy, Training, Market Research, Leadership, Management, Negotiation, Sales, Spanish, Insurance, Strategy, Public Relations, Leadership Development, Nonprofits
Education
Florida International University
BA, International Relations
Barry McGuire's Sun Life Financial Experience January 1995 - August 2001
Job AVP of Operations at LifePlans, Inc.
Industry Insurance
Experience
LifePlans, Inc. December 2005 - Present
Fidelity Investments August 2001 - December 2006
Sun Life Financial January 1995 - August 2001
Skills
Six Sigma, Process Improvement, Project Management, Vendor Management, Call Centers, CRM, Performance Management, Insurance, Business Analysis
Education
Framingham State College 2000 — 2004
Bachelor of Arts (B.A.), English and Business Writing
LifePlans, Inc. December 2005 - Present
Fidelity Investments August 2001 - December 2006
Sun Life Financial January 1995 - August 2001
Skills
Six Sigma, Process Improvement, Project Management, Vendor Management, Call Centers, CRM, Performance Management, Insurance, Business Analysis
Education
Framingham State College 2000 — 2004
Bachelor of Arts (B.A.), English and Business Writing
D. Trent Powell D. Trent Powell's Sun Life Financial Experience February 2012 - June 2014
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate August 2014 - Present
Sun Life Financial February 2012 - June 2014
Principal Financial Group April 2007 - February 2012
Raymond James Financial Services April 2000 - January 2007
Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing
Education
Johnson State College 1988 — 1991
Bachelor of Arts; BA, Marketing
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
William Raveis Real Estate August 2014 - Present
Sun Life Financial February 2012 - June 2014
Principal Financial Group April 2007 - February 2012
Raymond James Financial Services April 2000 - January 2007
Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing
Education
Johnson State College 1988 — 1991
Bachelor of Arts; BA, Marketing
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Timothy Forance's Sun Life Financial Experience July 2015 - Present
Job Underwriting Assistant at Sun Life Financial
Industry Higher Education
Experience
Sun Life Financial July 2015 - Present
Endicott College September 2011 - December 2014
Nestlé Waters North America May 2014 - August 2014
Hammel Tennis Camp June 2012 - January 2014
CPR Services May 2013 - June 2013
Nova Biomedical May 2012 - June 2012
Walgreens December 2008 - September 2011
Skills
Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Accounting, Telephone Skills, Marketing, Time Management, Social Media, Customer Service, Finance, Facebook, Teamwork, Outlook, Research, Social Networking, Data Entry, Salesforce.com
Education
Endicott College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Sun Life Financial July 2015 - Present
Endicott College September 2011 - December 2014
Nestlé Waters North America May 2014 - August 2014
Hammel Tennis Camp June 2012 - January 2014
CPR Services May 2013 - June 2013
Nova Biomedical May 2012 - June 2012
Walgreens December 2008 - September 2011
Skills
Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Accounting, Telephone Skills, Marketing, Time Management, Social Media, Customer Service, Finance, Facebook, Teamwork, Outlook, Research, Social Networking, Data Entry, Salesforce.com
Education
Endicott College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Danielle Thornbrugh's Sun Life Financial Experience October 2005 - August 2009
Job Underwriting Technician at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group August 2009 - Present
Sun Life Financial October 2005 - August 2009
The Key Program, Inc July 2004 - October 2005
Education
Fitchburg State College 2000 — 2004
Batchelor of Science, Human Services, psychology
The Hanover Insurance Group August 2009 - Present
Sun Life Financial October 2005 - August 2009
The Key Program, Inc July 2004 - October 2005
Education
Fitchburg State College 2000 — 2004
Batchelor of Science, Human Services, psychology
Mary Vasseur Finn's Sun Life Financial Experience December 2007 - March 2008
Job Sr. UX Designer at Fresenius Medical Care
Industry Internet
Experience
Fresenius Medical Care January 2013 - August 2014
Brainshark, Inc. February 2012 - May 2012
Massachusetts College of Pharmacy and Health Sciences January 2011 - November 2011
Fidelity Investments March 2008 - June 2010
Sun Life Financial December 2007 - March 2008
Malcah January 2007 - January 2008
Fidelity Investments January 2006 - January 2007
Xplana Learning November 2005 - December 2005
Brookstone September 2005 - October 2005
Houghton Mifflin June 2005 - August 2005
Skills
Dreamweaver, InDesign, Photoshop, XHTML, CSS, Flash, Usability Testing, Web Design, Graphic Design, HTML, Illustrator, Web Development, HTML 5, User Experience
Education
Human Factors International 2013 — 2014
CUA (Certified Usability Analyst), User Experience/Usability, Pass
Al-Madrasah (www.al-madrasah.com) 2006 — 2007
n/a, Arabic
Fitchburg State University 1978 — 1983
B.S., Psychology
Fresenius Medical Care January 2013 - August 2014
Brainshark, Inc. February 2012 - May 2012
Massachusetts College of Pharmacy and Health Sciences January 2011 - November 2011
Fidelity Investments March 2008 - June 2010
Sun Life Financial December 2007 - March 2008
Malcah January 2007 - January 2008
Fidelity Investments January 2006 - January 2007
Xplana Learning November 2005 - December 2005
Brookstone September 2005 - October 2005
Houghton Mifflin June 2005 - August 2005
Skills
Dreamweaver, InDesign, Photoshop, XHTML, CSS, Flash, Usability Testing, Web Design, Graphic Design, HTML, Illustrator, Web Development, HTML 5, User Experience
Education
Human Factors International 2013 — 2014
CUA (Certified Usability Analyst), User Experience/Usability, Pass
Al-Madrasah (www.al-madrasah.com) 2006 — 2007
n/a, Arabic
Fitchburg State University 1978 — 1983
B.S., Psychology
Matt Heaney, CIM's Sun Life Financial Experience May 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Brenda Fontana Brenda Fontana's Sun Life Financial Experience March 2015 - Present
Job Director, Dealer Program Implementation
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Alterna Savings / Alterna Bank 2012 - Present
Educators Financial Group 2011 - 2012
Seniors Money Canada 2007 - 2011
The Co-operators 2004 - 2007
Connolly & Associates 2001 - 2004
Canada Life Assurance Company 1999 - 2001
The Forum Corporation 1998 - 1999
London Life Insurance Company 1983 - 1998
Skills
Sales Management, Global Business..., Strategy Development, Recruiting, Training, Change Management, Team Building, Coaching and Mentoring, Business Process..., Perfromance Management, Cultural Transformation, Sales Process, Strategy, Sales Operations, Retirement, Leadership, Business Strategy, Sales, Management, Marketing, Business Planning, Performance Management, Business Development, Coaching, Entrepreneurship, Start-ups
Education
Fanshawe College
Business Administration Diploma, Marketing
Sun Life Financial March 2015 - Present
Alterna Savings / Alterna Bank 2012 - Present
Educators Financial Group 2011 - 2012
Seniors Money Canada 2007 - 2011
The Co-operators 2004 - 2007
Connolly & Associates 2001 - 2004
Canada Life Assurance Company 1999 - 2001
The Forum Corporation 1998 - 1999
London Life Insurance Company 1983 - 1998
Skills
Sales Management, Global Business..., Strategy Development, Recruiting, Training, Change Management, Team Building, Coaching and Mentoring, Business Process..., Perfromance Management, Cultural Transformation, Sales Process, Strategy, Sales Operations, Retirement, Leadership, Business Strategy, Sales, Management, Marketing, Business Planning, Performance Management, Business Development, Coaching, Entrepreneurship, Start-ups
Education
Fanshawe College
Business Administration Diploma, Marketing
Meagan Munsey Meagan Munsey's Sun Life Financial Experience January 2010 - Present
Job Benefit Consultant, Appeals & Litigation, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2010 - Present
Dept. of Unemployment, Commonwealth of MA September 2005 - February 2007
Skills
Litigation, Employee Benefits, Policy, Nonprofits, Public Speaking, Insurance, Legal Writing, Disability Insurance, Legal Research, Appeals, Customer Service, Management, Leadership, Courts, Microsoft Office, Research, Risk Management, Policy Analysis
Education
Vermont Law School 2002 — 2005
J.D.
University of New Hampshire 2000 — 2002
B.A., Communications
Flagler College 1997 — 1999
Liberal Arts
Sun Life Financial January 2010 - Present
Dept. of Unemployment, Commonwealth of MA September 2005 - February 2007
Skills
Litigation, Employee Benefits, Policy, Nonprofits, Public Speaking, Insurance, Legal Writing, Disability Insurance, Legal Research, Appeals, Customer Service, Management, Leadership, Courts, Microsoft Office, Research, Risk Management, Policy Analysis
Education
Vermont Law School 2002 — 2005
J.D.
University of New Hampshire 2000 — 2002
B.A., Communications
Flagler College 1997 — 1999
Liberal Arts
Adam Kavanewsky's Sun Life Financial Experience October 2013 - Present
Job Implementation Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
Cape Cod Sea Camps June 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Financial Statements, Financial Analysis, Financial Modeling, Marketing Strategy, Cost Accounting, Financial Accounting, Leadership Development
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.53
Sun Life Financial October 2013 - Present
Cape Cod Sea Camps June 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Financial Statements, Financial Analysis, Financial Modeling, Marketing Strategy, Cost Accounting, Financial Accounting, Leadership Development
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.53
Courtney Chauvin's Sun Life Financial Experience June 2013 - Present
Job at
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Bertucci's 2005 - October 2014
Mass Correction Officers Union April 2012 - May 2013
Baby's Breath Crisis Nursery September 2009 - May 2010
Seven Hills Foundation January 2008 - May 2009
Skills
Corporate Communications, Computer Skills, Problem Resolution, Time Management, Training, Management, Human Resources, Interviews, Hospitality, Teamwork, Data Entry, Leadership, Policy, Customer Satisfaction, Event Planning, Team Leadership, Social Networking, Customer Service, Phone Etiquette
Education
Fitchburg State College 2005 — 2010
Bachelors of Science, Human Services, General
South High Community School 2001 — 2005
Sun Life Financial June 2013 - Present
Bertucci's 2005 - October 2014
Mass Correction Officers Union April 2012 - May 2013
Baby's Breath Crisis Nursery September 2009 - May 2010
Seven Hills Foundation January 2008 - May 2009
Skills
Corporate Communications, Computer Skills, Problem Resolution, Time Management, Training, Management, Human Resources, Interviews, Hospitality, Teamwork, Data Entry, Leadership, Policy, Customer Satisfaction, Event Planning, Team Leadership, Social Networking, Customer Service, Phone Etiquette
Education
Fitchburg State College 2005 — 2010
Bachelors of Science, Human Services, General
South High Community School 2001 — 2005
Michael Monteith Michael Monteith's Sun Life Financial Experience 2003 - 2005
Job Associate at Aaronson Rappaport Feinstein & Deutsch. LLP
Industry Law Practice
Experience
Aaronson Rappaport Feinstein & Deutsch, LLP October 2010 - Present
Weiner, Millo, Morgan & Bonanno, LLC February 2010 - October 2010
Wade Clark Mulcahy September 2008 - November 2009
Sun Life Financial 2003 - 2005
Skills
Litigation, Legal Research, Civil Litigation, Westlaw, Contract Law, Product Liability, Commercial Litigation, Legal Writing
Education
Fordham University School of Law 2005 — 2008
JD
Georgetown University 1999 — 2003
BA, Government, Economics
Aaronson Rappaport Feinstein & Deutsch, LLP October 2010 - Present
Weiner, Millo, Morgan & Bonanno, LLC February 2010 - October 2010
Wade Clark Mulcahy September 2008 - November 2009
Sun Life Financial 2003 - 2005
Skills
Litigation, Legal Research, Civil Litigation, Westlaw, Contract Law, Product Liability, Commercial Litigation, Legal Writing
Education
Fordham University School of Law 2005 — 2008
JD
Georgetown University 1999 — 2003
BA, Government, Economics
Susan Spratt's Sun Life Financial Experience October 1987 - Present
Job Asst. Financial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 1987 - Present
Education
Fitchburg State College 1983 — 1987
Bachelor of Science (BS), Economics
Fitchburg State College 1983 — 1987
Sun Life Financial October 1987 - Present
Education
Fitchburg State College 1983 — 1987
Bachelor of Science (BS), Economics
Fitchburg State College 1983 — 1987
Gina Salmon's Sun Life Financial Experience October 2014 - Present
Job LTD Complex Claims Senior Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
Unum Group October 2004 - Present
Unum February 2003 - October 2004
Skills
Disability Insurance, Insurance, Claims Management, LTD Group Disability..., Individual Disability..., Claim, Disability Management, Claim Investigation, Health Insurance, ERISA, Employee Benefits, Claims Handling, Claims Resolution, Disabilities, Underwriting, Life Insurance, Brokers, Customer Service, Risk Management
Education
Emmanuel College 2003 — 2005
BS in Business Management, Magna Cum Laude
Holy Name High School
Venerini Academy
Venerini Academy
Sun Life Financial October 2014 - Present
Unum Group October 2004 - Present
Unum February 2003 - October 2004
Skills
Disability Insurance, Insurance, Claims Management, LTD Group Disability..., Individual Disability..., Claim, Disability Management, Claim Investigation, Health Insurance, ERISA, Employee Benefits, Claims Handling, Claims Resolution, Disabilities, Underwriting, Life Insurance, Brokers, Customer Service, Risk Management
Education
Emmanuel College 2003 — 2005
BS in Business Management, Magna Cum Laude
Holy Name High School
Venerini Academy
Venerini Academy
David Nelles's Sun Life Financial Experience July 2011 - Present
Job Application Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial July 2011 - Present
Desire2Learn September 2010 - July 2011
Medworxx December 2005 - September 2010
Mutual Group/Clarica/Sun Life Financial 1997 - 2005
Skills
.NET, SQL Server, SQL, C#, VB.NET, jQuery, Web Design, CSS, Software Design, Web Development, Consultation, IIS, JavaScript, HTML, asp.net, Web Services, AJAX, Visual Studio, Software Development, SDLC, Windows Server, Team Leadership, Requirements Gathering, Technical Training, VBScript, Mentoring, Project Implementation, IMS DB/DC, Project Coordination, XML, Requirements Analysis, vba, Powershell, sas, Systems Analysis, DB2/SQL, Microsoft SQL Server, ASP.NET, Agile Methodologies, Software Project..., Web Applications, SharePoint, Silverlight, MVC, T-SQL, Database Design
Education
Fanshawe College
Software Construction/Computer Programmer
The University of Western Ontario
History/Law
Sun Life Financial July 2011 - Present
Desire2Learn September 2010 - July 2011
Medworxx December 2005 - September 2010
Mutual Group/Clarica/Sun Life Financial 1997 - 2005
Skills
.NET, SQL Server, SQL, C#, VB.NET, jQuery, Web Design, CSS, Software Design, Web Development, Consultation, IIS, JavaScript, HTML, asp.net, Web Services, AJAX, Visual Studio, Software Development, SDLC, Windows Server, Team Leadership, Requirements Gathering, Technical Training, VBScript, Mentoring, Project Implementation, IMS DB/DC, Project Coordination, XML, Requirements Analysis, vba, Powershell, sas, Systems Analysis, DB2/SQL, Microsoft SQL Server, ASP.NET, Agile Methodologies, Software Project..., Web Applications, SharePoint, Silverlight, MVC, T-SQL, Database Design
Education
Fanshawe College
Software Construction/Computer Programmer
The University of Western Ontario
History/Law
Caroline Kastner's Sun Life Financial Experience July 2004 - April 2007
Job Product Analyst Data Recognition Guru at Globoforce
Industry Computer Software
Experience
Globoforce April 2014 - Present
Infinata January 2013 - April 2014
Infinata April 2008 - December 2012
Infinata April 2007 - March 2008
Sun Life Financial July 2004 - April 2007
Aberdeen Group May 2002 - August 2003
Skills
Project Management, Data Analysis, CRM, Analytics, Business Analysis, Market Research, Product Management, Competitive Analysis, Strategy, Business Development, Access, Product Development, New Product Roll Out, Project Planning, Product Launch, Salesforce.com, SQL, Birst, Oracle SQL Developer, SQL*Plus, Data Management, Databases, PowerPoint, Microsoft Excel, Command Prompt, Management, Basecamp, Chatter
Education
Emory University 2001 — 2004
Bachelor of Arts (BA), History
Globoforce April 2014 - Present
Infinata January 2013 - April 2014
Infinata April 2008 - December 2012
Infinata April 2007 - March 2008
Sun Life Financial July 2004 - April 2007
Aberdeen Group May 2002 - August 2003
Skills
Project Management, Data Analysis, CRM, Analytics, Business Analysis, Market Research, Product Management, Competitive Analysis, Strategy, Business Development, Access, Product Development, New Product Roll Out, Project Planning, Product Launch, Salesforce.com, SQL, Birst, Oracle SQL Developer, SQL*Plus, Data Management, Databases, PowerPoint, Microsoft Excel, Command Prompt, Management, Basecamp, Chatter
Education
Emory University 2001 — 2004
Bachelor of Arts (BA), History
Peter Connerth's Sun Life Financial Experience 2008 - 2010
Job Employee Benefits Advisor at Boone, Brandon, Johnston & Evans
Industry Insurance
Experience
Boone, Brandon, Johnston & Evans 2010 - Present
Sun Life Financial 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Employee Benefits, Disability Insurance, Life Insurance, Retirement, Fixed Annuities, Insurance, Benefits Administration, Health Insurance, Term Life Insurance, Workers Compensation
Education
Emory University
University of Kentucky
BS
Boone, Brandon, Johnston & Evans 2010 - Present
Sun Life Financial 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Employee Benefits, Disability Insurance, Life Insurance, Retirement, Fixed Annuities, Insurance, Benefits Administration, Health Insurance, Term Life Insurance, Workers Compensation
Education
Emory University
University of Kentucky
BS
Julie Kilcoyne's Sun Life Financial Experience August 2002 - June 2006
Job Attorney
Industry Pharmaceuticals
Experience
Vertex Pharmaceuticals February 2012 - Present
Melick, Porter & Shea, LLP January 2008 - September 2009
Long and Leahy July 2006 - December 2007
Sun Life Financial August 2002 - June 2006
Skills
Litigation, Writing, Legal Research, Press Releases, Pleadings, Legal Discovery, Trial preparation, Legal Writing
Education
New England Law Boston 2003 — 2007
J.D., Law
Fitchburg State University 1998 — 2002
Bachelor's, Communications and English
Vertex Pharmaceuticals February 2012 - Present
Melick, Porter & Shea, LLP January 2008 - September 2009
Long and Leahy July 2006 - December 2007
Sun Life Financial August 2002 - June 2006
Skills
Litigation, Writing, Legal Research, Press Releases, Pleadings, Legal Discovery, Trial preparation, Legal Writing
Education
New England Law Boston 2003 — 2007
J.D., Law
Fitchburg State University 1998 — 2002
Bachelor's, Communications and English
Gary Frey, MBA, PMP's Sun Life Financial Experience January 2006 - April 2006
Job Senior Project Manager at TD
Industry Information Technology and Services
Experience
TD April 2014 - Present
PMI Southern Ontario Chapter (Official Company Page) January 2014 - Present
TD April 2012 - September 2013
WSIB May 2011 - February 2012
Davis and Henderson, Credit Solutions Group April 2010 - May 2011
City of New York (DOITT) November 2009 - May 2010
Visionary Integration Professionals (VIP) July 2007 - June 2009
CIBC September 2006 - August 2007
TD Bank Group June 2006 - September 2006
Sun Life Financial January 2006 - April 2006
Skills
Project Portfolio..., Project Planning, Software Project..., Project Delivery, Project Execution, Project Finance, Risk Management, Risk Analysis, Risk Assessment, Enterprise Risk..., Vendor Management, Vendor Relations, Business Analysis, Business Planning, Business Management, Budgeting, Team Building, Change Management, Contract Negotiation, Coaching, Data Analysis, E-commerce, Excel, Financial Analysis, Financial Reporting, Government, Insurance, Internet, Inventory Management, Knowledge Management, Team Leadership, Lotus Notes, Microsoft Office, Mentoring, Program Management, Contract Negotiations, Strategic Planning, Quality Assurance, Quality Management, Problem Solving, Telecommunications, Teamwork, User Experience, Usability, Web Design, Web Development, Web Services, Word, Microsoft Excel, Project Management
Education
York University - Schulich School of Business 1981 — 1986
MBA, Strategic Planning
Florida State University - College of Business 1972 — 1976
Bachelor of Business Administration (BBA), International Marketing and Finance
TD April 2014 - Present
PMI Southern Ontario Chapter (Official Company Page) January 2014 - Present
TD April 2012 - September 2013
WSIB May 2011 - February 2012
Davis and Henderson, Credit Solutions Group April 2010 - May 2011
City of New York (DOITT) November 2009 - May 2010
Visionary Integration Professionals (VIP) July 2007 - June 2009
CIBC September 2006 - August 2007
TD Bank Group June 2006 - September 2006
Sun Life Financial January 2006 - April 2006
Skills
Project Portfolio..., Project Planning, Software Project..., Project Delivery, Project Execution, Project Finance, Risk Management, Risk Analysis, Risk Assessment, Enterprise Risk..., Vendor Management, Vendor Relations, Business Analysis, Business Planning, Business Management, Budgeting, Team Building, Change Management, Contract Negotiation, Coaching, Data Analysis, E-commerce, Excel, Financial Analysis, Financial Reporting, Government, Insurance, Internet, Inventory Management, Knowledge Management, Team Leadership, Lotus Notes, Microsoft Office, Mentoring, Program Management, Contract Negotiations, Strategic Planning, Quality Assurance, Quality Management, Problem Solving, Telecommunications, Teamwork, User Experience, Usability, Web Design, Web Development, Web Services, Word, Microsoft Excel, Project Management
Education
York University - Schulich School of Business 1981 — 1986
MBA, Strategic Planning
Florida State University - College of Business 1972 — 1976
Bachelor of Business Administration (BBA), International Marketing and Finance
Donna Driscoll's Sun Life Financial Experience June 1997 - November 2004
Job Accounting Professional
Industry Accounting
Experience
Marsh and McLennan Companies/Mercer January 2009 - Present
Cumberland Farms April 2007 - December 2008
United Technologies November 2004 - April 2007
Sun Life Financial June 1997 - November 2004
UMass Memorial Medical Center May 1995 - June 1997
Grossmans' April 1993 - May 1995
Deloitte & Touche July 1989 - April 1993
Skills
Accounting, Financial Reporting, Consolidations, Regulatory Filings, General Ledger, Complex reconciliations, Revenue recognition, Financial Analysis, Capital Management, GAAP, Auditing, Budgets, Forecasting, Microsoft Office, Oracle, Hyperion HFM, Essbase, QuickBooks
Education
Fairfield University 1985 — 1989
Bachelor of Science (BS), Accounting and Spanish
Marsh and McLennan Companies/Mercer January 2009 - Present
Cumberland Farms April 2007 - December 2008
United Technologies November 2004 - April 2007
Sun Life Financial June 1997 - November 2004
UMass Memorial Medical Center May 1995 - June 1997
Grossmans' April 1993 - May 1995
Deloitte & Touche July 1989 - April 1993
Skills
Accounting, Financial Reporting, Consolidations, Regulatory Filings, General Ledger, Complex reconciliations, Revenue recognition, Financial Analysis, Capital Management, GAAP, Auditing, Budgets, Forecasting, Microsoft Office, Oracle, Hyperion HFM, Essbase, QuickBooks
Education
Fairfield University 1985 — 1989
Bachelor of Science (BS), Accounting and Spanish
Rick Champagne's Sun Life Financial Experience 2000 - 2001
Job Security Analyst at The Hanover Insurance Group
Industry Information Technology and Services
Experience
The Hanover Insurance Group 2001 - Present
Sun Life Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Skills
RACF, IBM Mainframe, IBM Tivoli, CLIST, SQL, DB2, Software Development, Easytrieve, COBOLII, Testing, Information Security
Education
Fitchburg State College 1991 — 1995
Bachelor of Science (BS), Computer Science
Westfield State University 1990 — 1991
The Hanover Insurance Group 2001 - Present
Sun Life Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Skills
RACF, IBM Mainframe, IBM Tivoli, CLIST, SQL, DB2, Software Development, Easytrieve, COBOLII, Testing, Information Security
Education
Fitchburg State College 1991 — 1995
Bachelor of Science (BS), Computer Science
Westfield State University 1990 — 1991
Jon LaRose's Sun Life Financial Experience August 2003 - September 2006
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group January 2013 - February 2014
John Hancock Financial Services November 2010 - November 2011
John Hancock Financial Services May 2009 - November 2010
John Hancock Financial Services September 2006 - May 2009
Sun Life Financial August 2003 - September 2006
Skills
Annuities, Product Marketing, Marketing Strategy, Project Portfolio...
Education
Florida State University 1993 — 1995
MassMutual Financial Group February 2014 - Present
MassMutual Financial Group January 2013 - February 2014
John Hancock Financial Services November 2010 - November 2011
John Hancock Financial Services May 2009 - November 2010
John Hancock Financial Services September 2006 - May 2009
Sun Life Financial August 2003 - September 2006
Skills
Annuities, Product Marketing, Marketing Strategy, Project Portfolio...
Education
Florida State University 1993 — 1995
Jill English's Sun Life Financial Experience February 2014 - August 2014
Job Senior Compensation Consultant at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute September 2014 - Present
Sun Life Financial February 2014 - August 2014
Harvard Pilgrim Health Care February 2013 - February 2014
Acushnet Company May 2002 - March 2005
Quadrant Software, LLC October 2000 - April 2002
Skills
Employee Benefits, Benefits Administration, HRIS, Human Resources, HR Policies, Compensation Strategies, Compensation Review, Compensation Structures, Compensation
Education
Lesley University 2000 — 2002
MS, Management
Fairfield University 1992 — 1996
BA, Psychology
Dana-Farber Cancer Institute September 2014 - Present
Sun Life Financial February 2014 - August 2014
Harvard Pilgrim Health Care February 2013 - February 2014
Acushnet Company May 2002 - March 2005
Quadrant Software, LLC October 2000 - April 2002
Skills
Employee Benefits, Benefits Administration, HRIS, Human Resources, HR Policies, Compensation Strategies, Compensation Review, Compensation Structures, Compensation
Education
Lesley University 2000 — 2002
MS, Management
Fairfield University 1992 — 1996
BA, Psychology
Shitij Sharma's Sun Life Financial Experience February 2007 - March 2008
Job Lead Business System Analyst at Robert Half
Industry Information Technology and Services
Experience
Robert Half April 2014 - Present
Fremont Bank September 2012 - April 2014
Wells Fargo April 2010 - July 2012
Kaiser Permanente June 2009 - April 2010
Citizens Bank April 2008 - June 2009
Sun Life Financial February 2007 - March 2008
Freddie Mac January 2006 - January 2007
Skills
Business Analysis, Project Management, Project Estimation, Data Analysis, Financial Reporting, SFDC
Education
Fairleigh Dickinson University 2004 — 2006
MBA, Finance
Maharshi Dayanand University 2000 — 2004
Bachelor's Degree, Computer Engineering, A
Robert Half April 2014 - Present
Fremont Bank September 2012 - April 2014
Wells Fargo April 2010 - July 2012
Kaiser Permanente June 2009 - April 2010
Citizens Bank April 2008 - June 2009
Sun Life Financial February 2007 - March 2008
Freddie Mac January 2006 - January 2007
Skills
Business Analysis, Project Management, Project Estimation, Data Analysis, Financial Reporting, SFDC
Education
Fairleigh Dickinson University 2004 — 2006
MBA, Finance
Maharshi Dayanand University 2000 — 2004
Bachelor's Degree, Computer Engineering, A
Joel McGrath's Sun Life Financial Experience April 2002 - August 2004
Job Customer Service Supervisor at UpToDate
Industry Consumer Services
Experience
UpToDate May 2013 - Present
UpToDate, Inc August 2006 - April 2013
UpToDate : Wolters Kluwer Health August 2006 - April 2013
Safeco Insurance February 2005 - July 2006
Sun Life Financial April 2002 - August 2004
Skills
Salesforce.com
Education
Framingham State College 1996 — 2000
Bachelor of Arts Degree, Communications Arts
UpToDate May 2013 - Present
UpToDate, Inc August 2006 - April 2013
UpToDate : Wolters Kluwer Health August 2006 - April 2013
Safeco Insurance February 2005 - July 2006
Sun Life Financial April 2002 - August 2004
Skills
Salesforce.com
Education
Framingham State College 1996 — 2000
Bachelor of Arts Degree, Communications Arts
Kenneth Pagington's Sun Life Financial Experience July 2006 - December 2010
Job Director, Associate Actuary at Unum
Industry Insurance
Experience
Unum April 2014 - Present
Unum March 2012 - April 2014
Unum December 2010 - March 2012
Sun Life Financial July 2006 - December 2010
Skills
Actuarial Science, Analysis, Disability Insurance, Financial Reporting, Pricing, Valuation, Forecasting
Education
Fitchburg State University 2001 — 2005
BS, Mathematics
Unum April 2014 - Present
Unum March 2012 - April 2014
Unum December 2010 - March 2012
Sun Life Financial July 2006 - December 2010
Skills
Actuarial Science, Analysis, Disability Insurance, Financial Reporting, Pricing, Valuation, Forecasting
Education
Fitchburg State University 2001 — 2005
BS, Mathematics
Lindsay Maloney Foley's Sun Life Financial Experience June 2005 - January 2008
Job Chief Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance July 2011 - August 2015
Sunlife Financial January 2008 - June 2011
Sun Life Financial June 2005 - January 2008
Education
Fairfield University 2000 — 2004
Bachelor's degree
Fairfield University
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance July 2011 - August 2015
Sunlife Financial January 2008 - June 2011
Sun Life Financial June 2005 - January 2008
Education
Fairfield University 2000 — 2004
Bachelor's degree
Fairfield University
Jeff Toledo's Sun Life Financial Experience June 2001 - January 2003
Job Mathematics Teacher at Brockton High School
Industry Primary/Secondary Education
Experience
Brockton High School January 2004 - Present
Sun Life Financial June 2001 - January 2003
Keyport Life Insurance Company August 1994 - May 2001
Education
Fitchburg State University 2008 — 2009
M.Ed., Curriculum and Teaching
Northeastern University 1989 — 1994
Bachelor of Science, Economics
Brockton High School January 2004 - Present
Sun Life Financial June 2001 - January 2003
Keyport Life Insurance Company August 1994 - May 2001
Education
Fitchburg State University 2008 — 2009
M.Ed., Curriculum and Teaching
Northeastern University 1989 — 1994
Bachelor of Science, Economics
Bernardo Lozano's Sun Life Financial Experience January 2008 - September 2010
Job Regional Vice President at Ivy Global Investors
Industry Investment Management
Experience
Ivy Global Investors June 2014 - Present
Emerging Managers Group / Selector March 2011 - May 2014
Sun Life Financial January 2008 - September 2010
Wells Fargo Advisors (Wachovia Securities Financial Network) 2005 - 2007
MFS Investment Management 1994 - 2005
Skills
Mutual Funds, Sales Management, Wealth Management, Investments, Asset Managment, Alternative Investments, Series 63, Retirement, Investment Strategies, Separately Managed..., Financial Markets, Pensions, Capital Markets, Equities, Hedge Funds, Investment Advisory, Series 7, Estate Planning, Private Banking, Retirement Planning, Asset Management, Wealth Management..., Securities, Financial Services, Investment Banking, Fixed Income, Wealth, Portfolio Management, ETFs, Investment Management, Financial Advisory, FINRA, Fund Of Funds, Asset Allocation, Private Equity, Bonds, Series 24, Bloomberg, Series 65, Banking, High Net Worth..., Structured Products
Education
Florida International University - College of Business Administration 1979 — 1982
BA, Finance, Accounting
Miami Dade College
Bachelor of Arts (BA), Business Administration and Management, General
Ivy Global Investors June 2014 - Present
Emerging Managers Group / Selector March 2011 - May 2014
Sun Life Financial January 2008 - September 2010
Wells Fargo Advisors (Wachovia Securities Financial Network) 2005 - 2007
MFS Investment Management 1994 - 2005
Skills
Mutual Funds, Sales Management, Wealth Management, Investments, Asset Managment, Alternative Investments, Series 63, Retirement, Investment Strategies, Separately Managed..., Financial Markets, Pensions, Capital Markets, Equities, Hedge Funds, Investment Advisory, Series 7, Estate Planning, Private Banking, Retirement Planning, Asset Management, Wealth Management..., Securities, Financial Services, Investment Banking, Fixed Income, Wealth, Portfolio Management, ETFs, Investment Management, Financial Advisory, FINRA, Fund Of Funds, Asset Allocation, Private Equity, Bonds, Series 24, Bloomberg, Series 65, Banking, High Net Worth..., Structured Products
Education
Florida International University - College of Business Administration 1979 — 1982
BA, Finance, Accounting
Miami Dade College
Bachelor of Arts (BA), Business Administration and Management, General
Alex Gilman's Sun Life Financial Experience July 2013 - Present
Job Internal Wholesaler at Sun Life Financial
Industry Market Research
Experience
Sun Life Financial July 2013 - Present
The Debt Exchange February 2011 - June 2013
By Appointment Only, Inc. September 2010 - August 2011
Deutsche Bank Championship January 2008 - May 2008
AHL Worcester Sharks January 2007 - April 2007
Education
Endicott College 2009 — 2010
MBA
Endicott College 2005 — 2009
Sun Life Financial July 2013 - Present
The Debt Exchange February 2011 - June 2013
By Appointment Only, Inc. September 2010 - August 2011
Deutsche Bank Championship January 2008 - May 2008
AHL Worcester Sharks January 2007 - April 2007
Education
Endicott College 2009 — 2010
MBA
Endicott College 2005 — 2009
Todd Lennox's Sun Life Financial Experience August 2008 - Present
Job Medical Analyst at Sun Life Financial
Industry Graphic Design
Experience
Sun Life Financial August 2008 - Present
Education
Fanshawe College 2006 — 2009
Graphic Design
Sun Life Financial August 2008 - Present
Education
Fanshawe College 2006 — 2009
Graphic Design
Shelley R. Finley, CMP's Sun Life Financial Experience 2005 - 2011
Job Principal, SOS Solutions
Industry Events Services
Experience
SOS Solutions June 1997 - Present
Sun Life Financial 2005 - 2011
Fidelity Investments 1999 - 2008
American Express Travel Services June 1994 - June 1997
Crimson Travel / Thomas Cook June 1983 - June 1994
Skills
Meeting Planning, Conferences, Event Planning, Contract Negotiations, Event Management, Corporate Events, Special Events, Site Selection, Hotel Contract..., Incentives, Meeting Management, Marketing Strategy, Contract Negotiation, Hospitality, Sponsorship, Trade Shows, Social Media, Coordinating Events, Social Networking, Events, Hospitality Industry, Hotels, Parties, Negotiation, Location Intelligence, Food & Beverage, Live Events
Education
Endicott College
SOS Solutions June 1997 - Present
Sun Life Financial 2005 - 2011
Fidelity Investments 1999 - 2008
American Express Travel Services June 1994 - June 1997
Crimson Travel / Thomas Cook June 1983 - June 1994
Skills
Meeting Planning, Conferences, Event Planning, Contract Negotiations, Event Management, Corporate Events, Special Events, Site Selection, Hotel Contract..., Incentives, Meeting Management, Marketing Strategy, Contract Negotiation, Hospitality, Sponsorship, Trade Shows, Social Media, Coordinating Events, Social Networking, Events, Hospitality Industry, Hotels, Parties, Negotiation, Location Intelligence, Food & Beverage, Live Events
Education
Endicott College
Karen Tunks's Sun Life Financial Experience January 2003 - November 2007
Job Leasing and Design Director at Manulife Financial
Industry Insurance
Experience
Manulife Financial November 2007 - Present
Manulife Financial 2007 - 2009
Sun Life Financial January 2003 - November 2007
Sun Life Financial February 2005 - April 2007
Clarica Financial Services Inc. January 2002 - August 2003
Clarica Financial Services Inc January 1998 - January 2003
Education
University of Waterloo 1985 — 1986
Bachelor of Arts, General
Fanshawe College 1979 — 1982
Interior Design
Manulife Financial November 2007 - Present
Manulife Financial 2007 - 2009
Sun Life Financial January 2003 - November 2007
Sun Life Financial February 2005 - April 2007
Clarica Financial Services Inc. January 2002 - August 2003
Clarica Financial Services Inc January 1998 - January 2003
Education
University of Waterloo 1985 — 1986
Bachelor of Arts, General
Fanshawe College 1979 — 1982
Interior Design
Patrick Devitt's Sun Life Financial Experience Financial Centre ManagerSun Life FinancialJune 2013 - Present
Job Helping People Develop Meaningful Profitable Businesses
Industry Financial Services
Experience
Sun Life Financial Financial Centre ManagerSun Life FinancialJune 2013 - Present
Sun Life Financial June 2013 - Present
Sunlife Financial 2010 - Present
Sun Life Financial November 2010 - June 2013
Skills
Mutual Funds, Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Wealth Management, Life Insurance, Retirement Savings, Strategic Financial..., Segregated Funds, Financial Planners, Long-term Care, Communication, Critical Illness, Finance, Financial Advisory, Financial Planning, Insurance, Investments, Knowledge Management, Leadership Development, Management, Risk Management, Wealth Accumulation
Education
Fanshawe College 2000 — 2003
Post Marketing Degree, Business, Management, Marketing, and Related Support Services
New Central
Sun Life Financial Financial Centre ManagerSun Life FinancialJune 2013 - Present
Sun Life Financial June 2013 - Present
Sunlife Financial 2010 - Present
Sun Life Financial November 2010 - June 2013
Skills
Mutual Funds, Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Wealth Management, Life Insurance, Retirement Savings, Strategic Financial..., Segregated Funds, Financial Planners, Long-term Care, Communication, Critical Illness, Finance, Financial Advisory, Financial Planning, Insurance, Investments, Knowledge Management, Leadership Development, Management, Risk Management, Wealth Accumulation
Education
Fanshawe College 2000 — 2003
Post Marketing Degree, Business, Management, Marketing, and Related Support Services
New Central
abdon cortes's Sun Life Financial Experience December 2003 - November 2005
Job Help Desk Technician at Ajilon Consulting
Industry Financial Services
Experience
Ajilon Consulting July 2008 - Present
Combined Insurance February 2006 - October 2007
Sun Life Financial December 2003 - November 2005
IBM January 2001 - December 2001
ESFINGE February 1998 - April 1999
fiduciaria tequendama (servitrust GNB) January 1997 - April 1998
Ministerio de Hacienda January 1994 - April 1997
Education
The Institute of Canadian Bankers 2007 — 2007
Investment Funds in Canada
Fanshawe College 2001 — 2002
diploma, financial services
Universidad de La Sabana 1997 — 1998
Specialization, International Finance
Universidad Externado de Colombia 1994 — 1995
Specializatio, International Business
Universidad Externado de Colombia 1987 — 1994
Bachelor, Finance and International Relations
Ajilon Consulting July 2008 - Present
Combined Insurance February 2006 - October 2007
Sun Life Financial December 2003 - November 2005
IBM January 2001 - December 2001
ESFINGE February 1998 - April 1999
fiduciaria tequendama (servitrust GNB) January 1997 - April 1998
Ministerio de Hacienda January 1994 - April 1997
Education
The Institute of Canadian Bankers 2007 — 2007
Investment Funds in Canada
Fanshawe College 2001 — 2002
diploma, financial services
Universidad de La Sabana 1997 — 1998
Specialization, International Finance
Universidad Externado de Colombia 1994 — 1995
Specializatio, International Business
Universidad Externado de Colombia 1987 — 1994
Bachelor, Finance and International Relations
Corey McLaughlin's Sun Life Financial Experience January 2008 - February 2008
Job UX Designer at Optaros
Industry Online Media
Experience
Optaros July 2014 - Present
Digital Factors July 2013 - July 2014
Avid Technology November 2012 - July 2013
Avid Technology January 2012 - November 2012
Frugal Flower October 2011 - January 2012
Vin's TV & Appliance August 2011 - October 2011
Optamark Printing & Marketing CorporationJune 2011 June 2011 - July 2011
Sun Life Financial January 2008 - February 2008
Skills
PHP, Graphics, JavaScript, Dreamweaver, Graphic Design, Web Design, User Experience Design, User Interface, User Experience, Usability Testing, Creative Direction, Interaction Design
Education
The New England Institute of Art 2008 — 2011
B.S., Web & Interactive Media Design
Endicott College 2005 — 2008
A.S., Computer Science
St. John's High School 2001 — 2005
H.S. Diploma, College Prep
Optaros July 2014 - Present
Digital Factors July 2013 - July 2014
Avid Technology November 2012 - July 2013
Avid Technology January 2012 - November 2012
Frugal Flower October 2011 - January 2012
Vin's TV & Appliance August 2011 - October 2011
Optamark Printing & Marketing CorporationJune 2011 June 2011 - July 2011
Sun Life Financial January 2008 - February 2008
Skills
PHP, Graphics, JavaScript, Dreamweaver, Graphic Design, Web Design, User Experience Design, User Interface, User Experience, Usability Testing, Creative Direction, Interaction Design
Education
The New England Institute of Art 2008 — 2011
B.S., Web & Interactive Media Design
Endicott College 2005 — 2008
A.S., Computer Science
St. John's High School 2001 — 2005
H.S. Diploma, College Prep
Teralyn Seabrook, MBA's Sun Life Financial Experience August 2014 - Present
Job Learning and Development Consultant, Rotational Leadership Development Program at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Sun Life Financial June 2011 - August 2011
Black Health Magazine February 2011 - June 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Access, Customer Service
Education
Florida Agricultural and Mechanical University 2007 — 2012
MBA, Business
Sun Life Financial August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Sun Life Financial June 2011 - August 2011
Black Health Magazine February 2011 - June 2011
Nordstrom May 2010 - August 2010
Skills
Microsoft Excel, Access, Customer Service
Education
Florida Agricultural and Mechanical University 2007 — 2012
MBA, Business
Heather Palardy's Sun Life Financial Experience May 2003 - February 2007
Job Business Quality Assurance Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2010 - Present
The Main Street America Group 2007 - 2010
Sun Life Financial May 2003 - February 2007
Education
Fitchburg State University 1998 — 2003
B.S. (2), Communications, English. Minor in Computer Science
Liberty Mutual Insurance August 2010 - Present
The Main Street America Group 2007 - 2010
Sun Life Financial May 2003 - February 2007
Education
Fitchburg State University 1998 — 2003
B.S. (2), Communications, English. Minor in Computer Science
Michael Techtmann's Sun Life Financial Experience December 2014 - Present
Job AVP, Group Market Manager IL, MO, KS, NE at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Sun Life Financial April 2014 - November 2014
Sun Life Financial May 2013 - April 2014
Sun Life Financial February 2012 - May 2013
Sun Life Financial June 2007 - February 2012
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Account Management, Underwriting, Management, Leadership, Brokers, Customer Service
Education
Fordham University 2003 — 2007
Management / Marketing
Sun Life Financial December 2014 - Present
Sun Life Financial April 2014 - November 2014
Sun Life Financial May 2013 - April 2014
Sun Life Financial February 2012 - May 2013
Sun Life Financial June 2007 - February 2012
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Account Management, Underwriting, Management, Leadership, Brokers, Customer Service
Education
Fordham University 2003 — 2007
Management / Marketing
Donna Sargent's Sun Life Financial Experience 1996 - 2002
Job Proposal Underwriter at Manulife Financial
Industry Financial Services
Experience
Manulife Financial May 2011 - Present
PPI Advisory 2007 - 2011
PPI Advisory 2005 - 2007
Manulife Financial 2004 - 2005
Sun Life Financial 1996 - 2002
Sun Life Financial 1986 - 1996
Education
Fanshawe College 1981 — 1984
Diploma, Fashion Merchandising / Business
Manulife Financial May 2011 - Present
PPI Advisory 2007 - 2011
PPI Advisory 2005 - 2007
Manulife Financial 2004 - 2005
Sun Life Financial 1996 - 2002
Sun Life Financial 1986 - 1996
Education
Fanshawe College 1981 — 1984
Diploma, Fashion Merchandising / Business
Marjorie Richards's Sun Life Financial Experience 1999 - 2005
Job Available for New Opportunities
Industry Nonprofit Organization Management
Experience
AXA Insurance September 2008 - July 2009
Dundee Wealth 2006 - 2007
Aegon Canada 2005 - 2005
Sun Life Financial 1999 - 2005
Skills
Recruiting, Talent Management, Interviews
Education
Humber College 1998 — 1999
Human Resources Management Post Diploma Certificate
Trent University 1995 — 1998
B.A. Bachelor of Arts, History and Psychology
Fleming College
Certificate in Volunteer Management
AXA Insurance September 2008 - July 2009
Dundee Wealth 2006 - 2007
Aegon Canada 2005 - 2005
Sun Life Financial 1999 - 2005
Skills
Recruiting, Talent Management, Interviews
Education
Humber College 1998 — 1999
Human Resources Management Post Diploma Certificate
Trent University 1995 — 1998
B.A. Bachelor of Arts, History and Psychology
Fleming College
Certificate in Volunteer Management
Sherry Norris's Sun Life Financial Experience June 2005 - December 2006
Job Director Savings & Retirement, Operations at Equitable Life
Industry Insurance
Experience
Equitable Life February 2014 - Present
Equitable Life December 2006 - February 2014
Equitable Life of Canada Group Life December 2006 - February 2014
Sun Life Financial June 2005 - December 2006
Sun Life Financial 1992 - 2006
Manulife Financial 1990 - 1996
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Disability Management, Claim, Claims Management, Long-term Care, Benefits Administration, Risk Management, Leadership, Process Improvement, Management, Training, Coaching, Customer Service, Change Management
Education
Fanshawe College 1988 — 1990
RN, Nursing
KCI
Equitable Life February 2014 - Present
Equitable Life December 2006 - February 2014
Equitable Life of Canada Group Life December 2006 - February 2014
Sun Life Financial June 2005 - December 2006
Sun Life Financial 1992 - 2006
Manulife Financial 1990 - 1996
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Disability Management, Claim, Claims Management, Long-term Care, Benefits Administration, Risk Management, Leadership, Process Improvement, Management, Training, Coaching, Customer Service, Change Management
Education
Fanshawe College 1988 — 1990
RN, Nursing
KCI
Sara Dufresne's Sun Life Financial Experience September 2012 - December 2013
Job Compensation Consultant at MAPFRE U.S.A. Corp.
Industry Insurance
Experience
MAPFRE Insurance January 2014 - Present
Sun Life Financial September 2012 - December 2013
Sun Life Financial October 2009 - September 2012
Sun Life Financial January 2007 - October 2009
Sun Life Financial October 2005 - January 2007
Sun Life Financial August 2004 - October 2005
Skills
Employee Benefits, Human Resources, Deferred Compensation, Employee Relations, HRIS, Insurance, PeopleSoft, Process Improvement
Education
Fisher College
Computer Science
MAPFRE Insurance January 2014 - Present
Sun Life Financial September 2012 - December 2013
Sun Life Financial October 2009 - September 2012
Sun Life Financial January 2007 - October 2009
Sun Life Financial October 2005 - January 2007
Sun Life Financial August 2004 - October 2005
Skills
Employee Benefits, Human Resources, Deferred Compensation, Employee Relations, HRIS, Insurance, PeopleSoft, Process Improvement
Education
Fisher College
Computer Science
Stacey (Wallace) Barton, CHRL's Sun Life Financial Experience November 2014 - Present
Job Disability Case Manager at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial November 2014 - Present
B2B Trust October 2012 - October 2014
Grenville Management and Printing September 2011 - November 2012
Department of Transport November 2010 - July 2011
Amcor July 2010 - July 2011
Wellcare Clinic March 2010 - August 2010
UBS Wealth Management April 2005 - December 2009
The Benefits Trust January 2005 - April 2005
Sanofi Synthelabo January 2004 - December 2004
Gap Inc. 2000 - 2003
Skills
Employee Relations, Benefits, HRIS, Employee Benefits, Talent Management, Policy, Payroll, Performance Management, Benefits Administration, Compensation, Organizational..., Onboarding, HR Policies, Employee Engagement, Talent Acquisition, Microsoft Office, Coaching, Employment Law, Recruiting
Education
HRPA 2006 — 2006
CHRP, Certified Human Resource Professional
Seneca College of Applied Arts and Technology 2003 — 2004
HR Management Post Graduate Diploma, Human Resources
Fanshawe College 1995 — 1997
Fashion Merchandising Diploma, Fashion Merchandising
Sun Life Financial November 2014 - Present
B2B Trust October 2012 - October 2014
Grenville Management and Printing September 2011 - November 2012
Department of Transport November 2010 - July 2011
Amcor July 2010 - July 2011
Wellcare Clinic March 2010 - August 2010
UBS Wealth Management April 2005 - December 2009
The Benefits Trust January 2005 - April 2005
Sanofi Synthelabo January 2004 - December 2004
Gap Inc. 2000 - 2003
Skills
Employee Relations, Benefits, HRIS, Employee Benefits, Talent Management, Policy, Payroll, Performance Management, Benefits Administration, Compensation, Organizational..., Onboarding, HR Policies, Employee Engagement, Talent Acquisition, Microsoft Office, Coaching, Employment Law, Recruiting
Education
HRPA 2006 — 2006
CHRP, Certified Human Resource Professional
Seneca College of Applied Arts and Technology 2003 — 2004
HR Management Post Graduate Diploma, Human Resources
Fanshawe College 1995 — 1997
Fashion Merchandising Diploma, Fashion Merchandising
Bernard Serieux's Sun Life Financial Experience June 2011 - March 2012
Job Screenwriter
Industry Financial Services
Experience
Sun Life Financial June 2011 - March 2012
Investors Group Financial Services Inc. August 2010 - June 2011
Skills
Strategic Financial...
Education
Fanshawe College
Financial Planning Services
St. John's college
Sun Life Financial June 2011 - March 2012
Investors Group Financial Services Inc. August 2010 - June 2011
Skills
Strategic Financial...
Education
Fanshawe College
Financial Planning Services
St. John's college
Frederick Benjamin CFA, FRM's Sun Life Financial Experience July 2006 - March 2012
Job President and Chief Executive Officer at Gliese Capital Management, LLC
Industry Investment Management
Experience
Gliese Capital Management, LLC April 2013 - Present
Manulife Financial March 2012 - April 2013
Sun Life Financial July 2006 - March 2012
Allstate Financial October 2000 - July 2006
Ameriprise Financial Services, Inc. September 1996 - September 2000
Ameriprise Financial Services, Inc. January 1996 - August 1996
Ameriprise Financial Services, Inc. June 1993 - December 1995
Cigna Insurance 1992 - 1993
Skills
Modeling, Valuation, Hedging, Technical Writing, Financial Systems, Interest Rate Risk..., Investments, ALM, Fixed Assets, Interest Rate..., ALFA Modeling, Moses Modeling, AXIS Modeling, Interest Rate Swap..., Hedge models, FX trading, Equity Trading, Commodity Markets, Bond Trading, Options Trading, ETFs
Education
Florida A&M University 1989 — 1993
Bachelor of Science, Actuarial Science
Gliese Capital Management, LLC April 2013 - Present
Manulife Financial March 2012 - April 2013
Sun Life Financial July 2006 - March 2012
Allstate Financial October 2000 - July 2006
Ameriprise Financial Services, Inc. September 1996 - September 2000
Ameriprise Financial Services, Inc. January 1996 - August 1996
Ameriprise Financial Services, Inc. June 1993 - December 1995
Cigna Insurance 1992 - 1993
Skills
Modeling, Valuation, Hedging, Technical Writing, Financial Systems, Interest Rate Risk..., Investments, ALM, Fixed Assets, Interest Rate..., ALFA Modeling, Moses Modeling, AXIS Modeling, Interest Rate Swap..., Hedge models, FX trading, Equity Trading, Commodity Markets, Bond Trading, Options Trading, ETFs
Education
Florida A&M University 1989 — 1993
Bachelor of Science, Actuarial Science
Nicole Mikalauskas's Sun Life Financial Experience August 2012 - August 2013
Job Reinsurance Sr Business Process Analyst at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial December 2006 - August 2012
Skills
Systems Analysis, Business Analysis, PowerPoint, Insurance, Microsoft Excel, Project Management, Process Improvement, Business Process, Data Analysis, Analysis, Business Requirements, Banking, Life Insurance, Requirements Analysis, Access, Risk Management
Education
Emmanuel College
Bachelor of Arts, Economics
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial December 2006 - August 2012
Skills
Systems Analysis, Business Analysis, PowerPoint, Insurance, Microsoft Excel, Project Management, Process Improvement, Business Process, Data Analysis, Analysis, Business Requirements, Banking, Life Insurance, Requirements Analysis, Access, Risk Management
Education
Emmanuel College
Bachelor of Arts, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.