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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Christopher Lee Grant Christopher Lee Grant's Sun Life Financial Experience June 1992 - January 2002
Job Actor / Model / Voice
Industry Entertainment
Experience
Hines Management August 2009 - Present
Bell Media December 2014 - Present
Casino Rama March 2011 - Present
Baseball Canada May 1997 - October 2009
Sun Life Financial June 1992 - January 2002
Skills
Voice Acting, Voice Over, Voiceovers, Film, Commercials, Film Actor, Television, Radio Host, Radio Broadcasting, On-air Announcing, On-camera, Character Actor, Short Films, Acting, Narrator, Vocals, Presentations, Modeling, Entertainment, Stand-up Comedy, Trade Shows, Improvisation, Sketch Comedy, Stage, Broadcast Television, Gaming Industry, Customer Service, Casino, Resorts, Cash Handling Experience, Hospitality, Sales, Hotels, Hospitality Industry, Defensive Driving, Automotive, Truck Driving, Air Brakes, Life Insurance, Disability Insurance, Mutual Funds, Business Travel, Microsoft Office, Interpersonal Skill, Baseball, First Nations, Feature Films
Education
Sir Sandford Fleming College 2013 — 2016
Web Page, Digital/Multimedia and Information Resources Design
Georgian College 2011 — 2011
Blackjack and Table Games
Sir Sandford Fleming College 2007 — 2007
Z Air Brake Endorsement
Georgian College 2002 — 2002
Automotive Certification
A. Y. Jackson Secondary School
High School
Hines Management August 2009 - Present
Bell Media December 2014 - Present
Casino Rama March 2011 - Present
Baseball Canada May 1997 - October 2009
Sun Life Financial June 1992 - January 2002
Skills
Voice Acting, Voice Over, Voiceovers, Film, Commercials, Film Actor, Television, Radio Host, Radio Broadcasting, On-air Announcing, On-camera, Character Actor, Short Films, Acting, Narrator, Vocals, Presentations, Modeling, Entertainment, Stand-up Comedy, Trade Shows, Improvisation, Sketch Comedy, Stage, Broadcast Television, Gaming Industry, Customer Service, Casino, Resorts, Cash Handling Experience, Hospitality, Sales, Hotels, Hospitality Industry, Defensive Driving, Automotive, Truck Driving, Air Brakes, Life Insurance, Disability Insurance, Mutual Funds, Business Travel, Microsoft Office, Interpersonal Skill, Baseball, First Nations, Feature Films
Education
Sir Sandford Fleming College 2013 — 2016
Web Page, Digital/Multimedia and Information Resources Design
Georgian College 2011 — 2011
Blackjack and Table Games
Sir Sandford Fleming College 2007 — 2007
Z Air Brake Endorsement
Georgian College 2002 — 2002
Automotive Certification
A. Y. Jackson Secondary School
High School
Zahra Faridzadeh Zahra Faridzadeh's Sun Life Financial Experience August 2004 - July 2005
Job
Industry Accounting
Experience
Project Horizon September 2012 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2007 - July 2010
American InterContinental University February 2006 - June 2007
Sun Life Financial August 2004 - July 2005
Digital Federal Credit Union June 2000 - August 2001
Skills
Microsoft Office, Management, Research, PowerPoint, Leadership, Training, Project Management, Public Speaking, Microsoft Excel, Microsoft Word, QuickBooks, Nonprofits, English, Event Planning, Analysis, Japanese, Spanish, Customer Service, Institutional...
Education
Georgetown University 2000 — 2004
Bachelor's Degree, Japanese Studies
Nanzan University, 南山大学, Nagoya, Japan 2002 — 2002
UCLA Extension 2011 — 2013
Certificate, Accounting
Project Horizon September 2012 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2007 - July 2010
American InterContinental University February 2006 - June 2007
Sun Life Financial August 2004 - July 2005
Digital Federal Credit Union June 2000 - August 2001
Skills
Microsoft Office, Management, Research, PowerPoint, Leadership, Training, Project Management, Public Speaking, Microsoft Excel, Microsoft Word, QuickBooks, Nonprofits, English, Event Planning, Analysis, Japanese, Spanish, Customer Service, Institutional...
Education
Georgetown University 2000 — 2004
Bachelor's Degree, Japanese Studies
Nanzan University, 南山大学, Nagoya, Japan 2002 — 2002
UCLA Extension 2011 — 2013
Certificate, Accounting
Justin Dean Justin Dean's Sun Life Financial Experience June 2013 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
UnitedHealth Group November 2011 - June 2013
Omni fitness club June 2010 - November 2011
Skills
Personal Training, Fitness Training, Strength Training, Fitness, Conditioning, Sales, Sales Presentations, Microsoft Excel, Management, Microsoft Office, Training
Education
The University of Georgia 2010 — 2011
Bachelor of Business Administration (BBA), Marketing
Georgia Perimeter College 2006 — 2009
Associate's degree, Business Administration and Management, General
Sun Life Financial June 2013 - Present
UnitedHealth Group November 2011 - June 2013
Omni fitness club June 2010 - November 2011
Skills
Personal Training, Fitness Training, Strength Training, Fitness, Conditioning, Sales, Sales Presentations, Microsoft Excel, Management, Microsoft Office, Training
Education
The University of Georgia 2010 — 2011
Bachelor of Business Administration (BBA), Marketing
Georgia Perimeter College 2006 — 2009
Associate's degree, Business Administration and Management, General
Alicia A. Bent Alicia A. Bent's Sun Life Financial Experience December 2008 - August 2010
Job HR Generalist at SNC Lavalin
Industry Human Resources
Experience
SNC- Lavalin July 2015 - Present
SNC-Lavalin July 2014 - Present
ZSA Legal Recruitment November 2012 - December 2013
Aditya Birla Minacs February 2012 - October 2012
Sun Life Financial December 2008 - August 2010
GE Capital Retail Finance October 2007 - November 2008
Skills
Training & Development, Recruitment/Retention, Compensation..., Employee Relations, Deferred Compensation, Training, Organizational..., Talent Management, Leadership, Change Management, Coaching, Team Building, Conflict Resolution, Management, Personnel Management, Interviews, Employee Training
Education
York University 2009 — 2011
B.A, Human Resources Management
George Brown College 2007 — 2009
Business Administration, Marketing
SNC- Lavalin July 2015 - Present
SNC-Lavalin July 2014 - Present
ZSA Legal Recruitment November 2012 - December 2013
Aditya Birla Minacs February 2012 - October 2012
Sun Life Financial December 2008 - August 2010
GE Capital Retail Finance October 2007 - November 2008
Skills
Training & Development, Recruitment/Retention, Compensation..., Employee Relations, Deferred Compensation, Training, Organizational..., Talent Management, Leadership, Change Management, Coaching, Team Building, Conflict Resolution, Management, Personnel Management, Interviews, Employee Training
Education
York University 2009 — 2011
B.A, Human Resources Management
George Brown College 2007 — 2009
Business Administration, Marketing
Matthew Cataldo's Sun Life Financial Experience September 2013 - Present
Job Corporate Sales Representative
Industry Computer Software
Experience
Citrix January 2015 - Present
Sun Life Financial September 2013 - Present
BNY Mellon June 2012 - Present
Citrix Online July 2014 - January 2015
Sodexo September 2009 - May 2012
Minuteman Cleaning Co. June 2010 - September 2011
SNS Exteriors & Siding June 2009 - September 2009
Market Basket September 2005 - December 2008
Skills
Time Management, Marketing, Sales, Management, Business, Client Development, Highly personable, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Presentations, Social Media, Efficent, Research, Market Research, Team Leadership, Always Willing to Learn, Quick Thinker, Customer Satisfaction, Delivering projects on..., Sales Operations, Sales Management, Direct Sales, Corporate Finance, Managerial Finance, Leveraged Finance, Asset Management, Fixed Assets, Investment Banking, Teamwork, Energetic Leader, Hardwork, Golf, Engaging Public Speaker, Eager to learn new..., Eagerness to Learn, Intellectually Curious, Sales Promotion, Construction Management, Construction Safety, Managerial Skills, Computers, Cashiers, Food Industry, Highly Reliable, Higher Education, Marketing Communications, Communication Skills, Challenge Driven
Education
Framingham State College 2009 — 2013
"Bachelors of Science, Business Administration and Management, General
Billerica Memorial High School 2005 — 2009
Citrix January 2015 - Present
Sun Life Financial September 2013 - Present
BNY Mellon June 2012 - Present
Citrix Online July 2014 - January 2015
Sodexo September 2009 - May 2012
Minuteman Cleaning Co. June 2010 - September 2011
SNS Exteriors & Siding June 2009 - September 2009
Market Basket September 2005 - December 2008
Skills
Time Management, Marketing, Sales, Management, Business, Client Development, Highly personable, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Presentations, Social Media, Efficent, Research, Market Research, Team Leadership, Always Willing to Learn, Quick Thinker, Customer Satisfaction, Delivering projects on..., Sales Operations, Sales Management, Direct Sales, Corporate Finance, Managerial Finance, Leveraged Finance, Asset Management, Fixed Assets, Investment Banking, Teamwork, Energetic Leader, Hardwork, Golf, Engaging Public Speaker, Eager to learn new..., Eagerness to Learn, Intellectually Curious, Sales Promotion, Construction Management, Construction Safety, Managerial Skills, Computers, Cashiers, Food Industry, Highly Reliable, Higher Education, Marketing Communications, Communication Skills, Challenge Driven
Education
Framingham State College 2009 — 2013
"Bachelors of Science, Business Administration and Management, General
Billerica Memorial High School 2005 — 2009
Patrick Hynes Patrick Hynes's Sun Life Financial Experience January 2010 - December 2011
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. March 2015 - Present
W & S Financial Group Distributors April 2014 - March 2015
Sun Life Financial January 2010 - December 2011
John Hancock Financial November 1999 - January 2010
Skills
Insurance, Mutual Funds, Wealth Management, Financial Services, Series 7, Series 63, Fixed Annuities, Variable Annuities, Retirement, Retirement Planning, Separately Managed..., Series 6, 401k, Asset Allocation, FINRA, Securities
Education
Furman University 1984 — 1989
Bachelor of Science (BS), Political Science
Forethought Financial Group, Inc. March 2015 - Present
W & S Financial Group Distributors April 2014 - March 2015
Sun Life Financial January 2010 - December 2011
John Hancock Financial November 1999 - January 2010
Skills
Insurance, Mutual Funds, Wealth Management, Financial Services, Series 7, Series 63, Fixed Annuities, Variable Annuities, Retirement, Retirement Planning, Separately Managed..., Series 6, 401k, Asset Allocation, FINRA, Securities
Education
Furman University 1984 — 1989
Bachelor of Science (BS), Political Science
Doug Leoni's Sun Life Financial Experience December 2010 - December 2012
Job Actor
Industry Motion Pictures and Film
Experience
Hero Artists Agency 2014 - Present
Sun Life Financial December 2010 - December 2012
Scotiabank October 2009 - December 2010
Clydesdale Bank June 2008 - July 2009
Skills
Computer Hardware, Music Production, Investments, Insurance, Estate Planning, Financial Planning, Wealth Management
Education
Lewis Baumander Acting School 2013 — 2014
Scene Study, One Camera Class
George Brown College 1999 — 2001
Diploma, Mechanical Engineering
Hero Artists Agency 2014 - Present
Sun Life Financial December 2010 - December 2012
Scotiabank October 2009 - December 2010
Clydesdale Bank June 2008 - July 2009
Skills
Computer Hardware, Music Production, Investments, Insurance, Estate Planning, Financial Planning, Wealth Management
Education
Lewis Baumander Acting School 2013 — 2014
Scene Study, One Camera Class
George Brown College 1999 — 2001
Diploma, Mechanical Engineering
Rob LaHayne Rob LaHayne's Sun Life Financial Experience August 2013 - June 2014
Job Director, Brokerage Services at Namely
Industry Insurance
Experience
Namely January 2015 - Present
Employee Family Protection, Inc. June 2014 - January 2015
Move This World 2009 - 2015
Sun Life Financial August 2013 - June 2014
Unum June 2006 - August 2013
Charm City Hospitality June 2001 - August 2009
TIG Global May 2005 - August 2005
Skills
Leadership, Sales Management, Management, Employee Benefits, Human Capital Management, Human Resources, Strategy, Enterprise Software, Benefits Administration, Sales, Insurance, Marketing, Account Management, Strategic Planning, Market Research, Marketing Strategy, Payroll, global HCM, Fundraising, Social Media Marketing, Performance Management, Strategic Communications, Email Marketing, Event Management, Social Media, PowerPoint, Analysis, Cold Calling, Advertising, Community Outreach, Event Planning, Salesforce.com, Analytics, Research, Online Advertising, Public Relations
Education
Georgetown University 2002 — 2006
BA, Government
Glenelg High School 1998 — 2002
Namely January 2015 - Present
Employee Family Protection, Inc. June 2014 - January 2015
Move This World 2009 - 2015
Sun Life Financial August 2013 - June 2014
Unum June 2006 - August 2013
Charm City Hospitality June 2001 - August 2009
TIG Global May 2005 - August 2005
Skills
Leadership, Sales Management, Management, Employee Benefits, Human Capital Management, Human Resources, Strategy, Enterprise Software, Benefits Administration, Sales, Insurance, Marketing, Account Management, Strategic Planning, Market Research, Marketing Strategy, Payroll, global HCM, Fundraising, Social Media Marketing, Performance Management, Strategic Communications, Email Marketing, Event Management, Social Media, PowerPoint, Analysis, Cold Calling, Advertising, Community Outreach, Event Planning, Salesforce.com, Analytics, Research, Online Advertising, Public Relations
Education
Georgetown University 2002 — 2006
BA, Government
Glenelg High School 1998 — 2002
Katie Creamer's Sun Life Financial Experience August 2013 - Present
Job Quality Assurance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial February 2006 - August 2013
Skills
Insurance, Sales, Customer Service, Time Management, Microsoft Excel, Lotus Notes, Life Insurance, Dental Insurance, Stop Loss, Short Term Disability, Long Term Disability, Accident, Critical Illness, Software Documentation, Leadership, Quality Assurance
Education
Framingham State University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial August 2013 - Present
Sun Life Financial February 2006 - August 2013
Skills
Insurance, Sales, Customer Service, Time Management, Microsoft Excel, Lotus Notes, Life Insurance, Dental Insurance, Stop Loss, Short Term Disability, Long Term Disability, Accident, Critical Illness, Software Documentation, Leadership, Quality Assurance
Education
Framingham State University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
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
Robin Mahadeva, M.Ed Robin Mahadeva, M.Ed's Sun Life Financial Experience June 2011 - April 2014
Job Director Learning and Development at OMERS
Industry Professional Training & Coaching
Experience
OMERS April 2014 - Present
Sun Life Financial June 2011 - April 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial April 2008 - October 2009
Sun Life Financial November 2002 - April 2008
Fidelity Investments 1998 - 2003
Spectrum United Mutual Funds 1992 - 1998
Skills
Instructional Design, Workshop Facilitation, Public Speaking, Performance Consulting, Needs Analysis, Organizational..., Training Delivery, Organizational..., Employee Engagement, Adult Education, Leadership Development, Talent Management, Coaching, Change Management, Blended Learning, E-Learning, Performance Management, Career Development, Succession Planning, Organizational Design, Leadership, Training, Human Resources, Consulting, Project Management, Management, Strategy
Education
University of Toronto - Ontario Institute for Studies in Education 2008 — 2010
M.Ed, Adult Education
George Brown College 1998 — 2000
CE Certificate, Instructing Adults
University of Waterloo 1989 — 1993
BA, English
OMERS April 2014 - Present
Sun Life Financial June 2011 - April 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial April 2008 - October 2009
Sun Life Financial November 2002 - April 2008
Fidelity Investments 1998 - 2003
Spectrum United Mutual Funds 1992 - 1998
Skills
Instructional Design, Workshop Facilitation, Public Speaking, Performance Consulting, Needs Analysis, Organizational..., Training Delivery, Organizational..., Employee Engagement, Adult Education, Leadership Development, Talent Management, Coaching, Change Management, Blended Learning, E-Learning, Performance Management, Career Development, Succession Planning, Organizational Design, Leadership, Training, Human Resources, Consulting, Project Management, Management, Strategy
Education
University of Toronto - Ontario Institute for Studies in Education 2008 — 2010
M.Ed, Adult Education
George Brown College 1998 — 2000
CE Certificate, Instructing Adults
University of Waterloo 1989 — 1993
BA, English
Olivia Fazekas (Glauberzon), BBA, CSC Olivia Fazekas (Glauberzon), BBA, CSC's Sun Life Financial Experience September 2012 - July 2013
Job Manager, Content Marketing, PR and Social at Horizons ETFs
Industry Publishing
Experience
Horizons ETFs May 2015 - Present
Horizons Exchange Traded Funds February 2014 - Present
Various publications October 2012 - Present
Bell Media August 2013 - February 2014
Sun Life Financial September 2012 - July 2013
Investment Executive September 2008 - August 2012
Multicom Media September 2007 - September 2008
Regent Entertainment December 2006 - September 2007
York University 2001 - 2002
Skills
Editing, Social Media, Research, Social Networking, New Media, Copy Editing, Public Speaking, Media Relations, News Writing, Online Journalism, Creative Writing, Blogging, Producing news video..., Storytelling, Broadcast, Publications, Public Relations, Publishing, Video, Television, Interviews, Newspapers, Corporate Communications, Strategic Communications, Press Releases, Copywriting, Content Strategy
Education
George Brown College 2006 — 2010
Journalism Certificate, Reporting and Editing
York University - Schulich School of Business 2002 — 2006
BBA, Marketing and Finance
Horizons ETFs May 2015 - Present
Horizons Exchange Traded Funds February 2014 - Present
Various publications October 2012 - Present
Bell Media August 2013 - February 2014
Sun Life Financial September 2012 - July 2013
Investment Executive September 2008 - August 2012
Multicom Media September 2007 - September 2008
Regent Entertainment December 2006 - September 2007
York University 2001 - 2002
Skills
Editing, Social Media, Research, Social Networking, New Media, Copy Editing, Public Speaking, Media Relations, News Writing, Online Journalism, Creative Writing, Blogging, Producing news video..., Storytelling, Broadcast, Publications, Public Relations, Publishing, Video, Television, Interviews, Newspapers, Corporate Communications, Strategic Communications, Press Releases, Copywriting, Content Strategy
Education
George Brown College 2006 — 2010
Journalism Certificate, Reporting and Editing
York University - Schulich School of Business 2002 — 2006
BBA, Marketing and Finance
Paul Farrar Paul Farrar's Sun Life Financial Experience September 2009 - January 2012
Job President of PF Photo
Industry Photography
Experience
PF Photo September 1983 - Present
Furniture Bank April 2015 - August 2015
Furniture Bank February 2013 - August 2015
P&D Logistics Inc September 2004 - January 2013
Sun Life Financial September 2009 - January 2012
Royal Express February 1996 - August 2004
Panther Freightways/Panther Warehousing & Distribution October 1989 - December 1996
Skills
Customer Service, Operations Management, Management, Strategic Planning, Nonprofits, Sales, Project Management, Logistics, Business Planning, Photography, Negotiation, Sales Management, New Business Development, Marketing Strategy, Transportation, Small Business, Account Management, Shipping, Consulting, Warehousing, Business Strategy, Logistics Management, Supply Chain, Philanthropy, Trucking, Transportation..., Freight, HR Policies, Invoicing, Photoshop, Portrait Photography, Photo Shoots, Brand Development, Graphic Design, Contractors, Employee Benefits, Web Design, Promotions, Strategic Partnerships, B2B, Supply Chain Management, Key Account Management, Compliance, Environmental Awareness, Internal Audit, Key Performance..., Youth Mentoring, Youth Work, Finance
Education
George Brown College 2009 — 2010
LLQP, Financial Planing
Sheridan College 1981 — 1985
Bachelor of Arts (B.A.), Photography
PF Photo September 1983 - Present
Furniture Bank April 2015 - August 2015
Furniture Bank February 2013 - August 2015
P&D Logistics Inc September 2004 - January 2013
Sun Life Financial September 2009 - January 2012
Royal Express February 1996 - August 2004
Panther Freightways/Panther Warehousing & Distribution October 1989 - December 1996
Skills
Customer Service, Operations Management, Management, Strategic Planning, Nonprofits, Sales, Project Management, Logistics, Business Planning, Photography, Negotiation, Sales Management, New Business Development, Marketing Strategy, Transportation, Small Business, Account Management, Shipping, Consulting, Warehousing, Business Strategy, Logistics Management, Supply Chain, Philanthropy, Trucking, Transportation..., Freight, HR Policies, Invoicing, Photoshop, Portrait Photography, Photo Shoots, Brand Development, Graphic Design, Contractors, Employee Benefits, Web Design, Promotions, Strategic Partnerships, B2B, Supply Chain Management, Key Account Management, Compliance, Environmental Awareness, Internal Audit, Key Performance..., Youth Mentoring, Youth Work, Finance
Education
George Brown College 2009 — 2010
LLQP, Financial Planing
Sheridan College 1981 — 1985
Bachelor of Arts (B.A.), Photography
Jossette (Josie) Francis Jossette (Josie) Francis's Sun Life Financial Experience February 1990 - December 2000
Job CCA/PSW
Industry Mental Health Care
Experience
Canada Post / Postes Canada May 2015 - Present
OVCCC September 2011 - Present
Revera Inc. November 2012 - March 2014
Ocean View Manor September 2011 - March 2014
American Express Travel Services February 2004 - November 2009
Sun Life Financial February 1990 - December 2000
Skills
Crisis Intervention, Mental Health, Treatment, Palliative Care, Alzeimer Disease &..., Case Management, Office Administration, Administrative..., Medical Terminology, Home Care, Healthcare Management, Elder Care, Cpr Certified, Confidentiality, Appointment Scheduling, Customer Service, Microsoft Office, Administrative..., Event Planning, Nonprofits, Public Speaking
Education
Eastern College 2013 — 2013
Certificate, Continuing Care Assistant
National Academy Health and Business 2010 — 2010
Certificate, Personal support worker
George Brown College 2001 — 2002
certificate, Chef Training
University of Toronto at Scarborough 1998 — 2000
Certificate, Business Administration and Management, General
Canada Post / Postes Canada May 2015 - Present
OVCCC September 2011 - Present
Revera Inc. November 2012 - March 2014
Ocean View Manor September 2011 - March 2014
American Express Travel Services February 2004 - November 2009
Sun Life Financial February 1990 - December 2000
Skills
Crisis Intervention, Mental Health, Treatment, Palliative Care, Alzeimer Disease &..., Case Management, Office Administration, Administrative..., Medical Terminology, Home Care, Healthcare Management, Elder Care, Cpr Certified, Confidentiality, Appointment Scheduling, Customer Service, Microsoft Office, Administrative..., Event Planning, Nonprofits, Public Speaking
Education
Eastern College 2013 — 2013
Certificate, Continuing Care Assistant
National Academy Health and Business 2010 — 2010
Certificate, Personal support worker
George Brown College 2001 — 2002
certificate, Chef Training
University of Toronto at Scarborough 1998 — 2000
Certificate, Business Administration and Management, General
Steven Padilla Steven Padilla's Sun Life Financial Experience 2012 - Present
Job Financial Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2012 - Present
Aviva Canada January 2007 - April 2012
Ensurco Select 2006 - 2007
Allstate 2005 - 2006
Skills
Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Health Insurance, Long-term Care, Risk Management, Retirement Planning, Financial Planners, Wealth Management, Employee Benefits, Liability, Long Term Care Insurance, Universal Life, Critical Illness, Wealth Accumulation, Retirement Savings, Savings, RRSP, Segregated Funds, Group Insurance, TFSA, Financial Planning
Education
George Brown College
Ribo, Registered Insurance Broker Ontario
Precious Blood
Senator O'Connor
Seneca College of Applied Arts and Technology
ELC, Electronics Engineer
St Mary's
Sun Life Financial 2012 - Present
Aviva Canada January 2007 - April 2012
Ensurco Select 2006 - 2007
Allstate 2005 - 2006
Skills
Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Health Insurance, Long-term Care, Risk Management, Retirement Planning, Financial Planners, Wealth Management, Employee Benefits, Liability, Long Term Care Insurance, Universal Life, Critical Illness, Wealth Accumulation, Retirement Savings, Savings, RRSP, Segregated Funds, Group Insurance, TFSA, Financial Planning
Education
George Brown College
Ribo, Registered Insurance Broker Ontario
Precious Blood
Senator O'Connor
Seneca College of Applied Arts and Technology
ELC, Electronics Engineer
St Mary's
Nicole Amos Nicole Amos's Sun Life Financial Experience June 2000 - August 2006
Job Director of Online Programs at Anna Maria College
Industry Human Resources
Experience
Anna Maria College October 2014 - Present
Southern New Hampshire University January 2014 - Present
Herzing University Online April 2011 - Present
Bellaonline.com April 2011 - Present
Aetna April 2013 - October 2014
SALMON Health and Retirement February 2008 - April 2012
Liberty Mutual August 2006 - February 2008
Sun Life Financial June 2000 - August 2006
Skills
Leadership, E-Learning, Instructional Design, Management, Leadership Development, Public Speaking, Customer Service, Training Delivery, Training Needs Analysis, Team Building, Customer Service..., Blended Learning, Distance Learning, Adult Education, Workshop Facilitation, Captivate, Needs Analysis, Employee Training, Teaching, Staff Development, Interviews, Organizational..., Time Management, Management Training..., Strategic Planning, Instructor-led Training, Blackboard, Development & delivery..., Learning Management, Project Management, Proofreading, Published Author, Social Networking, Editing, Content Writing, Conflict Resolution, Content Development, Curriculum Design, Performance Consulting, Camtasia, Curriculum Development, ADDIE, Instructional Technology, Technical Training, American Society for..., Customer Service..., Moodle, Learning Management..., Higher Education, Training
Education
University of Massachusetts, Amherst
MBA, Management
Framingham State University
BA, Politics
Holyoke Catholic High School
Anna Maria College October 2014 - Present
Southern New Hampshire University January 2014 - Present
Herzing University Online April 2011 - Present
Bellaonline.com April 2011 - Present
Aetna April 2013 - October 2014
SALMON Health and Retirement February 2008 - April 2012
Liberty Mutual August 2006 - February 2008
Sun Life Financial June 2000 - August 2006
Skills
Leadership, E-Learning, Instructional Design, Management, Leadership Development, Public Speaking, Customer Service, Training Delivery, Training Needs Analysis, Team Building, Customer Service..., Blended Learning, Distance Learning, Adult Education, Workshop Facilitation, Captivate, Needs Analysis, Employee Training, Teaching, Staff Development, Interviews, Organizational..., Time Management, Management Training..., Strategic Planning, Instructor-led Training, Blackboard, Development & delivery..., Learning Management, Project Management, Proofreading, Published Author, Social Networking, Editing, Content Writing, Conflict Resolution, Content Development, Curriculum Design, Performance Consulting, Camtasia, Curriculum Development, ADDIE, Instructional Technology, Technical Training, American Society for..., Customer Service..., Moodle, Learning Management..., Higher Education, Training
Education
University of Massachusetts, Amherst
MBA, Management
Framingham State University
BA, Politics
Holyoke Catholic High School
Gregory Rohtstein Gregory Rohtstein's Sun Life Financial Experience September 2011 - January 2012
Job Regional Vice President at Symetra
Industry Insurance
Experience
Symetra February 2013 - Present
Symetra February 2012 - Present
Sun Life Financial September 2011 - January 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial July 2007 - December 2010
Skills
Insurance, Retirement Planning, Series 6, Series 63, Customer Service, Sales Management, Insurance Planning, Health Insurance, Call Center, Siebel, Sales Presentations, Wholesaling
Education
Framingham State College
University of Massachusetts, Amherst
Symetra February 2013 - Present
Symetra February 2012 - Present
Sun Life Financial September 2011 - January 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial July 2007 - December 2010
Skills
Insurance, Retirement Planning, Series 6, Series 63, Customer Service, Sales Management, Insurance Planning, Health Insurance, Call Center, Siebel, Sales Presentations, Wholesaling
Education
Framingham State College
University of Massachusetts, Amherst
Kate Koenig's Sun Life Financial Experience June 2013 - Present
Job ...
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Roche Bros. Supermarkets October 2003 - Present
Starbucks April 2010 - May 2011
Skills
Customer Service, Customer Satisfaction, Inventory Management, Retail, Time Management, Training, Cashiering, Leadership, Management
Education
Framingham State College 2005 — 2010
BA, Sociology
Sun Life Financial June 2013 - Present
Roche Bros. Supermarkets October 2003 - Present
Starbucks April 2010 - May 2011
Skills
Customer Service, Customer Satisfaction, Inventory Management, Retail, Time Management, Training, Cashiering, Leadership, Management
Education
Framingham State College 2005 — 2010
BA, Sociology
Carmina Scott Carmina Scott's Sun Life Financial Experience May 2001 - October 2011
Job Owner of The Singing Sparrow
Industry Apparel & Fashion
Experience
The Singing Sparrow September 2010 - Present
Sun Life Financial May 2001 - October 2011
Education
George Brown College 1992 — 1994
Fashion Design
The Singing Sparrow September 2010 - Present
Sun Life Financial May 2001 - October 2011
Education
George Brown College 1992 — 1994
Fashion Design
Will McPhee, CFP, CIM Will McPhee, CFP, CIM's Sun Life Financial Experience October 2012 - Present
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Seven Numbers Restaurant February 2002 - Present
CIBC July 2012 - October 2012
RBC July 2011 - June 2012
Self-Employed June 2010 - August 2011
RBC Dominion Securities January 2009 - January 2011
Skills
Investments, Retirement Planning, Estate Tax Planning, Risk Management, Wealth Management, Marketing, Financial Services, Mutual Funds, Financial Analysis, Relationship Management
Education
George Brown College 2009 — 2009
Financial Planning Post-Graduate
George Brown College 2006 — 2008
Food & Beverage Management
International Foundation of Employee Benefit Plans
RPA
Canadian Securities Institute
CSC, CPH & IMT
Financial Planning Standards Council
Certified Financial Planner
Sun Life Financial October 2012 - Present
Seven Numbers Restaurant February 2002 - Present
CIBC July 2012 - October 2012
RBC July 2011 - June 2012
Self-Employed June 2010 - August 2011
RBC Dominion Securities January 2009 - January 2011
Skills
Investments, Retirement Planning, Estate Tax Planning, Risk Management, Wealth Management, Marketing, Financial Services, Mutual Funds, Financial Analysis, Relationship Management
Education
George Brown College 2009 — 2009
Financial Planning Post-Graduate
George Brown College 2006 — 2008
Food & Beverage Management
International Foundation of Employee Benefit Plans
RPA
Canadian Securities Institute
CSC, CPH & IMT
Financial Planning Standards Council
Certified Financial Planner
Paul Moriarty's Sun Life Financial Experience January 2004 - July 2006
Job Interim National Canvass Director
Industry Nonprofit Organization Management
Experience
Greenpeace March 2015 - Present
Greenpeace February 2009 - Present
Greenpeace January 2008 - February 2009
Greenpeace November 2007 - January 2008
Greenpeace July 2006 - November 2007
Sun Life Financial January 2004 - July 2006
Viejas Enterprises January 2003 - December 2003
Viejas Enterprises July 2002 - January 2003
Public Choice Marketing April 2001 - July 2002
Big Y World Class Market August 1997 - March 2001
Skills
Management, Project Management, Leadership, Operations Management, Process Improvement, Team Building, remote management, Data Analysis, Budgets, Employee Relations, Risk Management, Human Resources, Finance, Leadership Development, Nonprofits, Coaching, Strategic Planning, Community Outreach, Training, Fundraising, Negotiation, Change Management, Management Consulting, Microsoft Office, Account Management, Organizational..., Supervisory Skills, Program Development, Remote Infrastructure...
Education
Framingham State College
American Government and Politics (United States)
Quinsigamond Community College
General Studies
Greenpeace March 2015 - Present
Greenpeace February 2009 - Present
Greenpeace January 2008 - February 2009
Greenpeace November 2007 - January 2008
Greenpeace July 2006 - November 2007
Sun Life Financial January 2004 - July 2006
Viejas Enterprises January 2003 - December 2003
Viejas Enterprises July 2002 - January 2003
Public Choice Marketing April 2001 - July 2002
Big Y World Class Market August 1997 - March 2001
Skills
Management, Project Management, Leadership, Operations Management, Process Improvement, Team Building, remote management, Data Analysis, Budgets, Employee Relations, Risk Management, Human Resources, Finance, Leadership Development, Nonprofits, Coaching, Strategic Planning, Community Outreach, Training, Fundraising, Negotiation, Change Management, Management Consulting, Microsoft Office, Account Management, Organizational..., Supervisory Skills, Program Development, Remote Infrastructure...
Education
Framingham State College
American Government and Politics (United States)
Quinsigamond Community College
General Studies
Aimee Rivera's Sun Life Financial Experience August 2014 - Present
Job Account manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Angelica Corporation July 2010 - August 2014
Angelica Corporation August 2010 - October 2011
Crowne Plaza April 2007 - July 2010
Skills
Fluent in spanish and..., Salesforce.com, Recruiting, Account Management, Applicant Tracking..., Customer Retention, Customer Satisfaction, Customer Service, Team Building, Training, CRM, Call Centers, Sales Operations, Sales, Sales Process
Education
Framingham State College 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Sun Life Financial August 2014 - Present
Angelica Corporation July 2010 - August 2014
Angelica Corporation August 2010 - October 2011
Crowne Plaza April 2007 - July 2010
Skills
Fluent in spanish and..., Salesforce.com, Recruiting, Account Management, Applicant Tracking..., Customer Retention, Customer Satisfaction, Customer Service, Team Building, Training, CRM, Call Centers, Sales Operations, Sales, Sales Process
Education
Framingham State College 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Michelle McDonough's Sun Life Financial Experience 1999 - 2000
Job Underwriting Consultant
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts May 2013 - Present
Blue Cross Blue Shield of Massachusetts July 2012 - May 2013
BCBSMA August 2008 - July 2012
BCBSMA May 2006 - August 2008
BCBSNC 2006 - May 2006
BCBSMA 2003 - 2005
BCBSMA May 2000 - June 2003
Sun Life Financial 1999 - 2000
Tufts Health Plan 1995 - 1999
Consolidated Group 1991 - 1994
Skills
Underwriting, Health Insurance, Insurance, Employee Benefits, Prevention and Wellness, Account Management, National Account Mana, Risk Selection, stop loss, Risk Management, Reinsurance, Managed Care, Health Care Reform, Financial Analysis, Healthcare, Claim, Strategy, Disability Insurance, Financial Risk, HIPAA, Brokers, Stop Loss, Life Insurance, Health Savings Accounts, Medicare, Health Policy, PPO, HMO, Group Insurance, Financial Services, Self-funded
Education
Framingham State University 1990 — 1994
Bachelor, Economics
Wayland High School 1982 — 1985
High School
Blue Cross Blue Shield of Massachusetts May 2013 - Present
Blue Cross Blue Shield of Massachusetts July 2012 - May 2013
BCBSMA August 2008 - July 2012
BCBSMA May 2006 - August 2008
BCBSNC 2006 - May 2006
BCBSMA 2003 - 2005
BCBSMA May 2000 - June 2003
Sun Life Financial 1999 - 2000
Tufts Health Plan 1995 - 1999
Consolidated Group 1991 - 1994
Skills
Underwriting, Health Insurance, Insurance, Employee Benefits, Prevention and Wellness, Account Management, National Account Mana, Risk Selection, stop loss, Risk Management, Reinsurance, Managed Care, Health Care Reform, Financial Analysis, Healthcare, Claim, Strategy, Disability Insurance, Financial Risk, HIPAA, Brokers, Stop Loss, Life Insurance, Health Savings Accounts, Medicare, Health Policy, PPO, HMO, Group Insurance, Financial Services, Self-funded
Education
Framingham State University 1990 — 1994
Bachelor, Economics
Wayland High School 1982 — 1985
High School
Marcus Troiano Marcus Troiano's Sun Life Financial Experience May 2008 - August 2008
Job Consultant, Security Consulting Services at Mandiant, A FireEye Company
Industry Management Consulting
Experience
Mandiant, A FireEye Company January 2015 - Present
KPMG Canada September 2012 - December 2014
KPMG Canada September 2010 - September 2012
RBC January 2009 - August 2009
Sun Life Financial May 2008 - August 2008
ExxonMobil September 2007 - December 2007
CIBC May 2007 - August 2007
Skills
Governance, Risk Management, IT Audit, Business Process, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Management Consulting, IT Risk Management, Auditing, Management, COBIT, IT Strategy, Analysis, Business Process Design, Project Management, Operational Risk..., Risk Management..., Risk Assessment, Information Security..., ITGC, PMO, Financial Risk, Strategy, Financial Services, SAS70, Business Process..., Information Technology, Consulting, Leadership, Assurance, Outsourcing, Business Transformation, Business Analysis, Disaster Recovery, COSO, Banking, Finance, Security, Business Continuity, Sarbanes-Oxley, Project Planning, Business Process..., Information Security, Value for Money, IT Governance, Cyber-security
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Business Technology Management
George Brown College 2010 — 2010
Sommelier, Hospitality and Culinary Arts
Mandiant, A FireEye Company January 2015 - Present
KPMG Canada September 2012 - December 2014
KPMG Canada September 2010 - September 2012
RBC January 2009 - August 2009
Sun Life Financial May 2008 - August 2008
ExxonMobil September 2007 - December 2007
CIBC May 2007 - August 2007
Skills
Governance, Risk Management, IT Audit, Business Process, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Management Consulting, IT Risk Management, Auditing, Management, COBIT, IT Strategy, Analysis, Business Process Design, Project Management, Operational Risk..., Risk Management..., Risk Assessment, Information Security..., ITGC, PMO, Financial Risk, Strategy, Financial Services, SAS70, Business Process..., Information Technology, Consulting, Leadership, Assurance, Outsourcing, Business Transformation, Business Analysis, Disaster Recovery, COSO, Banking, Finance, Security, Business Continuity, Sarbanes-Oxley, Project Planning, Business Process..., Information Security, Value for Money, IT Governance, Cyber-security
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Business Technology Management
George Brown College 2010 — 2010
Sommelier, Hospitality and Culinary Arts
Jodi Morehead (formerly Jodi Moore) Jodi Morehead (formerly Jodi Moore)'s Sun Life Financial Experience June 2001 - April 2006
Job Account Management Team Leader at CIGNA Healthcare
Industry Insurance
Experience
Cigna January 2015 - Present
CIGNA Healthcare January 2013 - Present
Silberstein Insurance Group May 2006 - December 2009
Sun Life Financial June 2001 - April 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, HIPAA, Health Savings Accounts, Insurance, Benefits Administration, Life Insurance, Underwriting, Account Management, Sales, Term Life Insurance, COBRA, Brokers, Long-term Care, Management, Strategic Planning
Education
Loyola University Maryland 1994 — 1995
Certificate, Employee Assistance Programs
Frostburg State University 1990 — 1994
BS, Psychology
Cigna January 2015 - Present
CIGNA Healthcare January 2013 - Present
Silberstein Insurance Group May 2006 - December 2009
Sun Life Financial June 2001 - April 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, HIPAA, Health Savings Accounts, Insurance, Benefits Administration, Life Insurance, Underwriting, Account Management, Sales, Term Life Insurance, COBRA, Brokers, Long-term Care, Management, Strategic Planning
Education
Loyola University Maryland 1994 — 1995
Certificate, Employee Assistance Programs
Frostburg State University 1990 — 1994
BS, Psychology
Christopher Tully Christopher Tully's Sun Life Financial Experience 2002 - 2004
Job Tydings & Rosenberg LLP
Industry Law Practice
Experience
The Spencer Grace Foundation, Inc. September 2015 - Present
Tydings & Rosenberg LLP September 2010 - Present
Gebhardt & Smith LLP May 2008 - May 2009
Group Dental Service of Maryland, Inc. 2005 - 2007
Group Benefit Services, Inc. 2004 - 2005
Sun Life Financial 2002 - 2004
Skills
Commercial Litigation, Medical Malpractice, Health Care Regulation, Insurance Litigation, Litigation, Legal Writing, Employee Benefits, Estate Planning, Health Insurance, Civil Litigation, Trials, Appeals, Legal Research, Product Liability, Insurance, Courts
Education
University of Baltimore School of Law 2007 — 2010
JD
Georgetown University 1996 — 2000
BA, American Government
University of Baltimore
MBA, Business
The Spencer Grace Foundation, Inc. September 2015 - Present
Tydings & Rosenberg LLP September 2010 - Present
Gebhardt & Smith LLP May 2008 - May 2009
Group Dental Service of Maryland, Inc. 2005 - 2007
Group Benefit Services, Inc. 2004 - 2005
Sun Life Financial 2002 - 2004
Skills
Commercial Litigation, Medical Malpractice, Health Care Regulation, Insurance Litigation, Litigation, Legal Writing, Employee Benefits, Estate Planning, Health Insurance, Civil Litigation, Trials, Appeals, Legal Research, Product Liability, Insurance, Courts
Education
University of Baltimore School of Law 2007 — 2010
JD
Georgetown University 1996 — 2000
BA, American Government
University of Baltimore
MBA, Business
Arnab Sarkar's Sun Life Financial Experience May 2008 - January 2010
Job Derivatives Trader at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
Peter Della Bella's Sun Life Financial Experience October 2013 - February 2015
Job Client Services Professional
Industry Health, Wellness and Fitness
Experience
Sun Life Financial October 2013 - February 2015
Adecco Group October 2012 - October 2013
Ultimate Parking LLC. April 2010 - October 2013
Standard Parking / Ameripark November 1995 - April 2010
Fidelity Investments November 1994 - November 1995
Skills
Coaching, Personal Training, Client Relations, Fitness, Customer Service, Customer Satisfaction, Problem Analysis, Email Management, Analytic Problem Solving, Web Support, Retail, Microsoft Excel, Microsoft Office, Phone Etiquette, Vendor Management, Time Management, Sales
Education
Framingham State College 1991 — 1994
Bachelor's degree, Business Administration
Bolton High School Bolton, CT 1988 — 1991
Coursera
Sun Life Financial October 2013 - February 2015
Adecco Group October 2012 - October 2013
Ultimate Parking LLC. April 2010 - October 2013
Standard Parking / Ameripark November 1995 - April 2010
Fidelity Investments November 1994 - November 1995
Skills
Coaching, Personal Training, Client Relations, Fitness, Customer Service, Customer Satisfaction, Problem Analysis, Email Management, Analytic Problem Solving, Web Support, Retail, Microsoft Excel, Microsoft Office, Phone Etiquette, Vendor Management, Time Management, Sales
Education
Framingham State College 1991 — 1994
Bachelor's degree, Business Administration
Bolton High School Bolton, CT 1988 — 1991
Coursera
Catherine J White's Sun Life Financial Experience March 2009 - December 2009
Job Marketing and Communications Enthusiast
Industry Marketing and Advertising
Experience
KPMG January 2013 - Present
American Marketing Association (AMA), Toronto July 2015 - Present
American Marketing Association (AMA), Toronto July 2014 - June 2015
American Marketing Association (AMA), Toronto June 2012 - June 2014
Willis Energy Services August 2010 - January 2013
American Marketing Association (AMA), Toronto September 2011 - June 2012
Ministry of Research and Innovation, Ontario March 2010 - June 2010
Sun Life Financial March 2009 - December 2009
Law Foundation of Ontario December 2008 - March 2009
Cushman & Wakefield LePage June 2006 - June 2008
Skills
Internal Communications, Marketing Communications, Event Management, Customer Relations, Coaching, Adult Education, Brand Management, Marketing, Training, Stakeholder Engagement, Business Development, Relationship Management, Customer Service, Marketing Strategy, Strategic Communications, Market Research, Corporate Communications, Integrated Marketing, Communications Planning, CRM, Copywriting, Public Relations, Corporate Branding, Leadership, Management, Project Management, Strategic Planning, Fundraising, Project Planning, Budgets, Marketing Management, Social Media Marketing, Direct Marketing, Team Building, Online Marketing, B2B Marketing, Digital Marketing, Email Marketing, Advertising, Social Media, Brand Development, Online Advertising, Relationship Marketing, Digital Strategy, Strategy, Market Planning, Product Marketing, B2B
Education
CanFit Pro 2012 — 2012
Nutrition and Wellness Specialist
CanFit Pro 2012 — 2012
Personal Trainer Specialist
Adler International Learning/Ontario Institute for Studies in Education 2008 — 2008
Ryerson University
Certificate
McGill University
BA
Bayview
Bayview
George Brown College
Instructing Adults Certificate (in progress)
University of Toronto
KPMG January 2013 - Present
American Marketing Association (AMA), Toronto July 2015 - Present
American Marketing Association (AMA), Toronto July 2014 - June 2015
American Marketing Association (AMA), Toronto June 2012 - June 2014
Willis Energy Services August 2010 - January 2013
American Marketing Association (AMA), Toronto September 2011 - June 2012
Ministry of Research and Innovation, Ontario March 2010 - June 2010
Sun Life Financial March 2009 - December 2009
Law Foundation of Ontario December 2008 - March 2009
Cushman & Wakefield LePage June 2006 - June 2008
Skills
Internal Communications, Marketing Communications, Event Management, Customer Relations, Coaching, Adult Education, Brand Management, Marketing, Training, Stakeholder Engagement, Business Development, Relationship Management, Customer Service, Marketing Strategy, Strategic Communications, Market Research, Corporate Communications, Integrated Marketing, Communications Planning, CRM, Copywriting, Public Relations, Corporate Branding, Leadership, Management, Project Management, Strategic Planning, Fundraising, Project Planning, Budgets, Marketing Management, Social Media Marketing, Direct Marketing, Team Building, Online Marketing, B2B Marketing, Digital Marketing, Email Marketing, Advertising, Social Media, Brand Development, Online Advertising, Relationship Marketing, Digital Strategy, Strategy, Market Planning, Product Marketing, B2B
Education
CanFit Pro 2012 — 2012
Nutrition and Wellness Specialist
CanFit Pro 2012 — 2012
Personal Trainer Specialist
Adler International Learning/Ontario Institute for Studies in Education 2008 — 2008
Ryerson University
Certificate
McGill University
BA
Bayview
Bayview
George Brown College
Instructing Adults Certificate (in progress)
University of Toronto
Chris Lamanna Chris Lamanna's Sun Life Financial Experience October 2014 - Present
Job at
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Desjardins Financial Security Independent Network May 2012 - October 2014
Grey Power October 2010 - May 2012
Skills
Insurance, Strategic Financial..., Investments, Mutual Funds, Financial Analysis, Wealth Management, Finance, Banking, Employee Benefits, Mortgage Lending, Financial Services, Underwriting, Risk Management, Analysis, Securities, Business Analysis, Financial Risk, Customer Service, Life Insurance, Financial Advisory, Financial Planning
Education
George Brown College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Sun Life Financial October 2014 - Present
Desjardins Financial Security Independent Network May 2012 - October 2014
Grey Power October 2010 - May 2012
Skills
Insurance, Strategic Financial..., Investments, Mutual Funds, Financial Analysis, Wealth Management, Finance, Banking, Employee Benefits, Mortgage Lending, Financial Services, Underwriting, Risk Management, Analysis, Securities, Business Analysis, Financial Risk, Customer Service, Life Insurance, Financial Advisory, Financial Planning
Education
George Brown College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Patricia Westpfal Patricia Westpfal's Sun Life Financial Experience May 2004 - June 2006
Job Senior Instructional Designer at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance April 2012 - Present
Liberty Mutual Insurance January 2010 - April 2012
Liberty Mutual Insurance November 2007 - January 2010
Liberty Mutual Insurance January 2007 - November 2007
Sun Life Financial May 2004 - June 2006
Education
University of Massachusetts Boston 2007 — 2009
M.Ed., Instructional Design
Framingham State College 1999 — 2003
B.A., Modern Languages
Liberty Mutual Insurance April 2012 - Present
Liberty Mutual Insurance January 2010 - April 2012
Liberty Mutual Insurance November 2007 - January 2010
Liberty Mutual Insurance January 2007 - November 2007
Sun Life Financial May 2004 - June 2006
Education
University of Massachusetts Boston 2007 — 2009
M.Ed., Instructional Design
Framingham State College 1999 — 2003
B.A., Modern Languages
Katherine Moffat's Sun Life Financial Experience November 1998 - November 2000
Job Experienced creative director, graphic designer, strategic thinker and ceramic artist
Industry Marketing and Advertising
Experience
KMo Marketing and Creative January 2012 - Present
Second Harvest July 2012 - April 2013
Canadian Diabetes Association September 2006 - September 2011
Canadian Diabetes Association November 2000 - September 2006
Sun Life Financial November 1998 - November 2000
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Creative Direction, Non-profit Marketing, Market Research, Brand Development, Brand Management, Proficient in all Adobe..., Photo Editing, Project Management, Budgeting, Budget Development, Leading People, Art Direction, Copywriting, Copy Editing, Exhibit Design, Event Marketing, Team Leadership, Strategic Communications, Marketing, Newsletters, Strategy, Image Editing, Graphic Design, Editing
Education
George Brown College
3 Year Diploma, Graphic Design and Advertising
Queen's University
BA, Geography
KMo Marketing and Creative January 2012 - Present
Second Harvest July 2012 - April 2013
Canadian Diabetes Association September 2006 - September 2011
Canadian Diabetes Association November 2000 - September 2006
Sun Life Financial November 1998 - November 2000
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Creative Direction, Non-profit Marketing, Market Research, Brand Development, Brand Management, Proficient in all Adobe..., Photo Editing, Project Management, Budgeting, Budget Development, Leading People, Art Direction, Copywriting, Copy Editing, Exhibit Design, Event Marketing, Team Leadership, Strategic Communications, Marketing, Newsletters, Strategy, Image Editing, Graphic Design, Editing
Education
George Brown College
3 Year Diploma, Graphic Design and Advertising
Queen's University
BA, Geography
Derek Granger, CFA Derek Granger, CFA's Sun Life Financial Experience November 2009 - August 2013
Job Investment Consultant, Pension & Trust Investments
Industry Investment Management
Experience
Pinnacle West Capital Corporation May 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2009 - August 2013
Sun Life Financial April 2008 - November 2009
Sun Life Financial May 2005 - April 2008
Sun Life Financial November 2001 - May 2005
Keyport Life Insurance Co. June 2000 - November 2001
State Street June 1999 - May 2000
Skills
Portfolio Management, Liquidity Risk, Investments, Interest Rate Risk..., Derivatives, Insurance, ALM, Asset Management, Investment Strategies, Risk Management, Analysis, Equities, Financial Analysis, Management, Mutual Funds, Financial Modeling, Investment Management, Fixed Income, Process Improvement
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (B.S.), Double Major: Finance and International Business
Pinnacle West Capital Corporation May 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2009 - August 2013
Sun Life Financial April 2008 - November 2009
Sun Life Financial May 2005 - April 2008
Sun Life Financial November 2001 - May 2005
Keyport Life Insurance Co. June 2000 - November 2001
State Street June 1999 - May 2000
Skills
Portfolio Management, Liquidity Risk, Investments, Interest Rate Risk..., Derivatives, Insurance, ALM, Asset Management, Investment Strategies, Risk Management, Analysis, Equities, Financial Analysis, Management, Mutual Funds, Financial Modeling, Investment Management, Fixed Income, Process Improvement
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (B.S.), Double Major: Finance and International Business
Shaeneez Azmat's Sun Life Financial Experience October 2010 - October 2011
Job Recruiting Coordinator
Industry Human Resources
Experience
Kelley Drye & Warren LLP July 2015 - Present
Burson-Marsteller February 2014 - May 2015
Manulife Financial October 2011 - May 2013
Sun Life Financial October 2010 - October 2011
Skills
Human Resources, Sourcing, Onboarding, Investments, Financial Services, Microsoft Excel, Training Programs, Expense Management, Data Management, Underwriting, Finance, Employee Benefits, Recruiting, Insurance, Social Media, Corporate Communications, PowerPoint, Media Relations, Event Planning, Leadership
Education
Georgetown University 2015 — 2017
Master's degree, Human Resources Management and Services
Queen's University 2006 — 2010
BA Honours, English and Psychology
Southshore School for A Level Studies
Southshore School for A Level Studies
Kelley Drye & Warren LLP July 2015 - Present
Burson-Marsteller February 2014 - May 2015
Manulife Financial October 2011 - May 2013
Sun Life Financial October 2010 - October 2011
Skills
Human Resources, Sourcing, Onboarding, Investments, Financial Services, Microsoft Excel, Training Programs, Expense Management, Data Management, Underwriting, Finance, Employee Benefits, Recruiting, Insurance, Social Media, Corporate Communications, PowerPoint, Media Relations, Event Planning, Leadership
Education
Georgetown University 2015 — 2017
Master's degree, Human Resources Management and Services
Queen's University 2006 — 2010
BA Honours, English and Psychology
Southshore School for A Level Studies
Southshore School for A Level Studies
Hilary (Eng) McKay's Sun Life Financial Experience February 2007 - September 2009
Job Hairstylist at Yellow Orange Salon & Spa
Industry Consumer Services
Experience
Yellow Orange Salon & Spa December 2010 - Present
JK Quality Welding Inc. September 2009 - December 2010
Sun Life Financial February 2007 - September 2009
Skills
Outlook, Customer Service, Insurance, Microsoft Word, Sales, Microsoft Office, Social Media, Public Speaking, Management, Leadership, Social Networking, Time Management, Research, Team Leadership
Education
Georgian College 2010 — 2012
Hairstyling Apprenticeship Program
Cardinal Carter CHS 2001 — 2005
Yellow Orange Salon & Spa December 2010 - Present
JK Quality Welding Inc. September 2009 - December 2010
Sun Life Financial February 2007 - September 2009
Skills
Outlook, Customer Service, Insurance, Microsoft Word, Sales, Microsoft Office, Social Media, Public Speaking, Management, Leadership, Social Networking, Time Management, Research, Team Leadership
Education
Georgian College 2010 — 2012
Hairstyling Apprenticeship Program
Cardinal Carter CHS 2001 — 2005
Jennifer Hay's Sun Life Financial Experience August 1998 - Present
Job Sr. Account Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1998 - Present
Sun Life Financial 1992 - 2015
Roche Bros. Supermarkets November 2004 - December 2005
Barber Gifts November 1999 - August 2001
Sun Life Financial August 1992 - August 1998
Skills
Insurance, Life Insurance, Financial Analysis, Strategic Financial..., Customer Service, Account Management, Process Improvement, Analysis, Accounting, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Finance, Financial Planning
Education
Framingham State College 1989 — 1992
Natick High
Sun Life Financial August 1998 - Present
Sun Life Financial 1992 - 2015
Roche Bros. Supermarkets November 2004 - December 2005
Barber Gifts November 1999 - August 2001
Sun Life Financial August 1992 - August 1998
Skills
Insurance, Life Insurance, Financial Analysis, Strategic Financial..., Customer Service, Account Management, Process Improvement, Analysis, Accounting, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Finance, Financial Planning
Education
Framingham State College 1989 — 1992
Natick High
Shaun Fernandes's Sun Life Financial Experience March 2015 - Present
Job Senior Digital Designer at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial March 2015 - Present
shaunfernandes.com January 2006 - Present
St. Joseph Communications September 2012 - March 2015
St. Joseph Communications April 2011 - September 2012
Digitalfade July 2010 - January 2011
DECOSTA November 2008 - August 2009
Skills
Branding & Identity, Advertising/Marketing, Typography, Graphic Design, Illustrator, InDesign, Layout, Dreamweaver, Flash, Web Design, After Effects, WordPress, Packaging, Graphics, CSS, Motion Graphics, Adobe Creative Suite, Art Direction, Social Media
Education
York University 2007 — 2010
Bachelor of Design with Honours, YSDN
George Mason University 2005 — 2007
BA, Arts and Visual Technology, DNF - Transferred
Sun Life Financial March 2015 - Present
shaunfernandes.com January 2006 - Present
St. Joseph Communications September 2012 - March 2015
St. Joseph Communications April 2011 - September 2012
Digitalfade July 2010 - January 2011
DECOSTA November 2008 - August 2009
Skills
Branding & Identity, Advertising/Marketing, Typography, Graphic Design, Illustrator, InDesign, Layout, Dreamweaver, Flash, Web Design, After Effects, WordPress, Packaging, Graphics, CSS, Motion Graphics, Adobe Creative Suite, Art Direction, Social Media
Education
York University 2007 — 2010
Bachelor of Design with Honours, YSDN
George Mason University 2005 — 2007
BA, Arts and Visual Technology, DNF - Transferred
Mary-Jane Turcotte Mary-Jane Turcotte's Sun Life Financial Experience July 2012 - Present
Job Manager, Creative Services, Client Solutions at Sun Life Financial
Industry Graphic Design
Experience
Sun Life Financial July 2012 - Present
100 Mile Market Inc. 2009 - July 2012
Freelance Experience 1993 - 2012
Milestone Integrated Marketing 2011 - 2011
AdFarm November 2004 - 2011
Karlsberghaus Festhalle 2003 - 2008
Emerge2 Digital 1998 - 2002
Curve Creative Design and Austin-Bulnes Group 1992 - 1998
Skills
InDesign, Dreamweaver, Adobe Acrobat, Illustrator, Management, QuarkXPress, Graphic Design, Digital Photography, Advertising, Marketing Communications, Strategy, Creative Direction, Logo Design, Layout, Web Design, Direct Mail, Graphics, Mac, Flash, Brochures, Photography, Photoshop, Blogging, Corporate Branding
Education
George Brown College 1984 — 1987
Honours in Graphic Design, Graphic Design
Sun Life Financial July 2012 - Present
100 Mile Market Inc. 2009 - July 2012
Freelance Experience 1993 - 2012
Milestone Integrated Marketing 2011 - 2011
AdFarm November 2004 - 2011
Karlsberghaus Festhalle 2003 - 2008
Emerge2 Digital 1998 - 2002
Curve Creative Design and Austin-Bulnes Group 1992 - 1998
Skills
InDesign, Dreamweaver, Adobe Acrobat, Illustrator, Management, QuarkXPress, Graphic Design, Digital Photography, Advertising, Marketing Communications, Strategy, Creative Direction, Logo Design, Layout, Web Design, Direct Mail, Graphics, Mac, Flash, Brochures, Photography, Photoshop, Blogging, Corporate Branding
Education
George Brown College 1984 — 1987
Honours in Graphic Design, Graphic Design
Lynn Gammie's Sun Life Financial Experience 2008 - 2010
Job Digital Production Coordinator at ECW Press
Industry Publishing
Experience
ECW Press July 2013 - Present
eBOUND Canada March 2013 - July 2013
HarperCollins Publishers January 2013 - March 2013
House of Anansi Press August 2012 - December 2012
Humber College May 2012 - August 2012
Indigo September 2011 - April 2012
TD Bank Group November 2010 - April 2011
Kingston Syncronized Swimming Association September 2009 - May 2010
Sun Life Financial 2008 - 2010
Queen's University September 2007 - April 2008
Skills
Editing, Program Management, Teamwork, Customer Service, Social Media, Microsoft Office, Business Continuity, Research, PowerPoint, Microsoft Word, Microsoft Excel, Technical Writing, Public Speaking, Creative Writing, Leadership
Education
Humber College 2012 — 2012
Creative Book Publishing Program, Book Publishing
George Brown College 2011 — 2011
Creative Writing
Queen's University 2006 — 2010
BaH, English, Gender Studies
ECW Press July 2013 - Present
eBOUND Canada March 2013 - July 2013
HarperCollins Publishers January 2013 - March 2013
House of Anansi Press August 2012 - December 2012
Humber College May 2012 - August 2012
Indigo September 2011 - April 2012
TD Bank Group November 2010 - April 2011
Kingston Syncronized Swimming Association September 2009 - May 2010
Sun Life Financial 2008 - 2010
Queen's University September 2007 - April 2008
Skills
Editing, Program Management, Teamwork, Customer Service, Social Media, Microsoft Office, Business Continuity, Research, PowerPoint, Microsoft Word, Microsoft Excel, Technical Writing, Public Speaking, Creative Writing, Leadership
Education
Humber College 2012 — 2012
Creative Book Publishing Program, Book Publishing
George Brown College 2011 — 2011
Creative Writing
Queen's University 2006 — 2010
BaH, English, Gender Studies
Yusuf Abdulmenan Yusuf Abdulmenan's Sun Life Financial Experience May 2005 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2005 - Present
National Life of Canada 1999 - 2002
National Life of Canada 1996 - 1999
National Life of Canada 1990 - 1995
Skills
Mutual Funds, Wealth Management, Retirement Planning, Disability Insurance, Strategic Financial..., Life Insurance, Investments, Insurance, Critical Illness, Long-term Care, Retirement, Segregated Funds
Education
George Brown College 1988 — 1989
Certificate, Computerized Accounting and Computer programming
Tegbareid Technical School 1979 — 1981
Diploma, Land Surveyor
Sun Life Financial May 2005 - Present
National Life of Canada 1999 - 2002
National Life of Canada 1996 - 1999
National Life of Canada 1990 - 1995
Skills
Mutual Funds, Wealth Management, Retirement Planning, Disability Insurance, Strategic Financial..., Life Insurance, Investments, Insurance, Critical Illness, Long-term Care, Retirement, Segregated Funds
Education
George Brown College 1988 — 1989
Certificate, Computerized Accounting and Computer programming
Tegbareid Technical School 1979 — 1981
Diploma, Land Surveyor
Cliff Wilson Cliff Wilson's Sun Life Financial Experience May 2002 - April 2005
Job Annuity Contact Center Manager at Protective Life
Industry Financial Services
Experience
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Hamid Karamnia's Sun Life Financial Experience April 2008 - April 2009
Job Insurance & Investment Advisor
Industry Financial Services
Experience
iandiFinancialSolutions April 2012 - Present
Sunlife Financial October 2005 - March 2012
Sun Life Financial April 2008 - April 2009
Skills
Critical Illness, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Fixed Annuities, Wealth, Insurance, Term Life Insurance, Health Insurance, Financial Advisory, Life Insurance, Segregated Funds, Retirement Savings, Financial Planning, Retirement Planning, Long-term Care, Universal Life, Wealth Management, Long Term Care Insurance, Estate Planning, Retirement, RRSP, Long Term Care, RESP, Savings, Group Insurance, Personal Financial..., Asset Managment
Education
George Brown College 2000 — 2003
Diploma, Software Analyst
iandiFinancialSolutions April 2012 - Present
Sunlife Financial October 2005 - March 2012
Sun Life Financial April 2008 - April 2009
Skills
Critical Illness, Disability Insurance, Employee Benefits, Strategic Financial..., Investments, Fixed Annuities, Wealth, Insurance, Term Life Insurance, Health Insurance, Financial Advisory, Life Insurance, Segregated Funds, Retirement Savings, Financial Planning, Retirement Planning, Long-term Care, Universal Life, Wealth Management, Long Term Care Insurance, Estate Planning, Retirement, RRSP, Long Term Care, RESP, Savings, Group Insurance, Personal Financial..., Asset Managment
Education
George Brown College 2000 — 2003
Diploma, Software Analyst
Kimberly Nicholson Kimberly Nicholson's Sun Life Financial Experience June 2005 - August 2006
Job Research Director Retail & Consumer Insights at Vision Critical
Industry Market Research
Experience
Vision Critical September 2013 - Present
Vision Critical August 2011 - August 2013
Vision Critical June 2010 - August 2011
GfK Research Dynamics September 2006 - May 2010
Sun Life Financial June 2005 - August 2006
Research Strategy Group April 2004 - March 2005
Skills
Quantitative Research, Questionnaire Design, Online Research, Questionnaires, Analytics, Project Management, SPSS, Research Design, Marketing Research, Consumer Insights, Customer Insight, Survey Research, Survey Design, Segmentation, Consumer Behaviour, Consumer Insight, Primary Research, Concept testing, Competitive Intelligence
Education
Georgian College 2003 — 2004
Research Analyst Program
Georgian College 2000 — 2003
Business Admin - Marketing
Vision Critical September 2013 - Present
Vision Critical August 2011 - August 2013
Vision Critical June 2010 - August 2011
GfK Research Dynamics September 2006 - May 2010
Sun Life Financial June 2005 - August 2006
Research Strategy Group April 2004 - March 2005
Skills
Quantitative Research, Questionnaire Design, Online Research, Questionnaires, Analytics, Project Management, SPSS, Research Design, Marketing Research, Consumer Insights, Customer Insight, Survey Research, Survey Design, Segmentation, Consumer Behaviour, Consumer Insight, Primary Research, Concept testing, Competitive Intelligence
Education
Georgian College 2003 — 2004
Research Analyst Program
Georgian College 2000 — 2003
Business Admin - Marketing
Rob Georgiou's Sun Life Financial Experience January 2010 - January 2012
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group September 2013 - Present
SunAmerica Financial Group January 2012 - August 2013
Sun Life Financial January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2009
Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments
Education
Franklin & Marshall College 2000 — 2004
Business
Evershore Financial Group September 2013 - Present
SunAmerica Financial Group January 2012 - August 2013
Sun Life Financial January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2009
Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments
Education
Franklin & Marshall College 2000 — 2004
Business
Benjamin Ray's Sun Life Financial Experience April 2012 - Present
Job Senior Web Developer and Designer
Industry Information Technology and Services
Experience
Sun Life Financial April 2012 - Present
Hasbro August 2008 - March 2012
Sun Life Financial March 2006 - August 2008
Jones and Bartlett August 2005 - March 2006
Babson College August 2000 - August 2005
SolidWorks - Dassault Systèmes March 1999 - March 2000
Lawyers Weekly March 1997 - March 1999
Skills
Flex, jQuery, ColdFusion, User Interface Design, Databases, Web Development, Web Applications, Apache, CSS, PHP, Information Architecture, MySQL, Scrum, HTML 5, Dreamweaver, JavaScript, HTML, Flash, SQL, CMS, User Experience, HTML5, Agile Methodologies, XML, Microsoft SQL Server, Software Development, SDLC, SEO, Content Management, Web Design, Linux, WordPress, Requirements Analysis, Mobile Applications
Education
Framingham State College 1994 — 1997
BA, Graphic Design, Photography, Cum Laude
Gordon College 1992 — 1993
Environmental Science
Sun Life Financial April 2012 - Present
Hasbro August 2008 - March 2012
Sun Life Financial March 2006 - August 2008
Jones and Bartlett August 2005 - March 2006
Babson College August 2000 - August 2005
SolidWorks - Dassault Systèmes March 1999 - March 2000
Lawyers Weekly March 1997 - March 1999
Skills
Flex, jQuery, ColdFusion, User Interface Design, Databases, Web Development, Web Applications, Apache, CSS, PHP, Information Architecture, MySQL, Scrum, HTML 5, Dreamweaver, JavaScript, HTML, Flash, SQL, CMS, User Experience, HTML5, Agile Methodologies, XML, Microsoft SQL Server, Software Development, SDLC, SEO, Content Management, Web Design, Linux, WordPress, Requirements Analysis, Mobile Applications
Education
Framingham State College 1994 — 1997
BA, Graphic Design, Photography, Cum Laude
Gordon College 1992 — 1993
Environmental Science
Michelle Dunagan Michelle Dunagan's Sun Life Financial Experience April 2008 - Present
Job Senior LTD Benefits Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2008 - Present
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Sales, Risk Management, Business Analysis, Financial Analysis, Insurance
Education
Franklin Pierce University 2013 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Rhode Island 1994 — 1998
Bachelor’s Degree, Exercise Physiology
Sun Life Financial April 2008 - Present
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Sales, Risk Management, Business Analysis, Financial Analysis, Insurance
Education
Franklin Pierce University 2013 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Rhode Island 1994 — 1998
Bachelor’s Degree, Exercise Physiology
Philip Calderone Philip Calderone's Sun Life Financial Experience August 2014 - Present
Job Quote Associate at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
ZeroTurnaround April 2014 - June 2014
Skills
Customer Service, Microsoft Office, Strategic Planning, Marketing Strategy, Microsoft Excel, Marketing, Sales, Sales Management, New Business Development, Management, Project Management, Social Media, Microsoft Word, PowerPoint, Business Strategy, Account Management, Negotiation, Marketing Communications, Team Building, Social Media Marketing
Education
Saint Michael's College 2008 — 2013
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Framingham State College 2010 — 2011
Sun Life Financial August 2014 - Present
ZeroTurnaround April 2014 - June 2014
Skills
Customer Service, Microsoft Office, Strategic Planning, Marketing Strategy, Microsoft Excel, Marketing, Sales, Sales Management, New Business Development, Management, Project Management, Social Media, Microsoft Word, PowerPoint, Business Strategy, Account Management, Negotiation, Marketing Communications, Team Building, Social Media Marketing
Education
Saint Michael's College 2008 — 2013
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Framingham State College 2010 — 2011
Krystyna Garbowska Krystyna Garbowska's Sun Life Financial Experience 1997 - 2005
Job Consultant at INFOIT INC.
Industry Information Technology and Services
Experience
Scotiabank 2011 - Present
INFOIT INC. June 2005 - August 2011
Sun Life Financial 1997 - 2005
Education
Gdańsk University of Technology
Civil engineer, Structural Engineering
Scotiabank 2011 - Present
INFOIT INC. June 2005 - August 2011
Sun Life Financial 1997 - 2005
Education
Gdańsk University of Technology
Civil engineer, Structural Engineering
Russell Bergevine Russell Bergevine's Sun Life Financial Experience 2007 - 2011
Job Sr. Software Engineer at Universal Technical Institute
Industry Information Technology and Services
Experience
Bergevine Law 2014 - 2015
Quicken Loans 2013 - 2013
Sun Life Financial 2007 - 2011
Wolters Kluwer / Ovid Technologies 2006 - 2007
McCamish Systems 1995 - 2006
Education
Suffolk University Law School
Doctor of Law (JD), Law, Cum Laude
Providence College
Master of Business Administration (MBA), Business
Georgia Institute of Technology
BISyE, Industrial and Systems Engineering
Bergevine Law 2014 - 2015
Quicken Loans 2013 - 2013
Sun Life Financial 2007 - 2011
Wolters Kluwer / Ovid Technologies 2006 - 2007
McCamish Systems 1995 - 2006
Education
Suffolk University Law School
Doctor of Law (JD), Law, Cum Laude
Providence College
Master of Business Administration (MBA), Business
Georgia Institute of Technology
BISyE, Industrial and Systems Engineering
Chelsea Domozych's Sun Life Financial Experience June 2014 - Present
Job Attended Framingham State College
Industry Retail
Experience
Sun Life Financial June 2014 - Present
Forever 21 July 2013 - June 2014
Forever 21 August 2011 - May 2012
Sodexo March 2008 - November 2010
Skills
Customer Service, Sales, Credit, Retail, Fashion, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Excel, Microsoft Office, Outlook, Teamwork, Team Building, Access, Social Media, Visual Merchandising
Education
Framingham State College 2011 — 2013
Sun Life Financial June 2014 - Present
Forever 21 July 2013 - June 2014
Forever 21 August 2011 - May 2012
Sodexo March 2008 - November 2010
Skills
Customer Service, Sales, Credit, Retail, Fashion, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Excel, Microsoft Office, Outlook, Teamwork, Team Building, Access, Social Media, Visual Merchandising
Education
Framingham State College 2011 — 2013
Claritza Encarnacion's Sun Life Financial Experience January 2014 - December 2014
Job Senior Client Partner at TRANSEARCH
Industry Financial Services
Experience
TRANSEARCH June 2015 - Present
Sun Life Financial January 2014 - December 2014
Sun Life Financial December 2012 - December 2013
Sun Life Financial December 2010 - December 2012
Sun Life Financial March 2008 - December 2010
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Wealth Management, Business Development, Relationship Management, Spanish-English, Life Insurance, Group Insurance, Variable Annuities, International Sales, Sales Presentations
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Pontificia Universidad Católica Madre y Maestra 1997 — 1999
Bachelor’s Degree
TRANSEARCH June 2015 - Present
Sun Life Financial January 2014 - December 2014
Sun Life Financial December 2012 - December 2013
Sun Life Financial December 2010 - December 2012
Sun Life Financial March 2008 - December 2010
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Wealth Management, Business Development, Relationship Management, Spanish-English, Life Insurance, Group Insurance, Variable Annuities, International Sales, Sales Presentations
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Pontificia Universidad Católica Madre y Maestra 1997 — 1999
Bachelor’s Degree
Glenn Chambless's Sun Life Financial Experience March 1995 - Present
Job Associate Director IT Application Services at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 1995 - Present
Skills
Team Building, Telephony, Problem Solving, Customer Relations, Customer Service, Management, Project Management, Quality Assurance, Business Analysis, Software Documentation, Call Center, Call Centers, Team Leadership, Systems Analysis, Leadership
Education
Framingham State College 1990 — 1994
Bachelor of Science, Business Administration; Minor: Psychology
North Adams State College 1989 — 1990
Framingham South High School 1986 — 1989
Sun Life Financial March 1995 - Present
Skills
Team Building, Telephony, Problem Solving, Customer Relations, Customer Service, Management, Project Management, Quality Assurance, Business Analysis, Software Documentation, Call Center, Call Centers, Team Leadership, Systems Analysis, Leadership
Education
Framingham State College 1990 — 1994
Bachelor of Science, Business Administration; Minor: Psychology
North Adams State College 1989 — 1990
Framingham South High School 1986 — 1989
Jonathan Ripley Jonathan Ripley's Sun Life Financial Experience 2014 - February 2015
Job EB Account Manager
Industry Financial Services
Experience
Propel Insurance August 2015 - Present
Sun Life Financial 2014 - February 2015
The Standard 2009 - 2014
Farmers Insurance 2007 - 2009
BFG Communications 2006 - 2007
Skills
Insurance, Leadership, Management, Life Insurance, Underwriting, Customer Service, Marketing, Disability Insurance
Education
Portland State University 2004 — 2006
Bachelor of Science (B.S.), Communication Studies
George Fox University 2001 — 2003
Organizational Communication, General
Propel Insurance August 2015 - Present
Sun Life Financial 2014 - February 2015
The Standard 2009 - 2014
Farmers Insurance 2007 - 2009
BFG Communications 2006 - 2007
Skills
Insurance, Leadership, Management, Life Insurance, Underwriting, Customer Service, Marketing, Disability Insurance
Education
Portland State University 2004 — 2006
Bachelor of Science (B.S.), Communication Studies
George Fox University 2001 — 2003
Organizational Communication, General
Lauren Warfield's Sun Life Financial Experience 2009 - 2012
Job Program/Project Manager at EMC
Industry Human Resources
Experience
EMC Corporation September 2015 - Present
EMC December 2014 - Present
EMC February 2012 - December 2014
Sun Life Financial 2009 - 2012
Sun Life Financial 2008 - 2009
Skills
Human Resources, Onboarding, Talent Acquisition, Applicant Tracking..., Interviews, Interview Scheduling, Background Checks, Microsoft Office, PeopleSoft, Employee Training, Microsoft Excel, Time Management, Operations Management, HRIS, Vendor Management, Program Management, Management
Education
Framingham State College 2004 — 2008
Bachelors of Arts, Sociology and Business
Medway High School 2000 — 2004
High School Diploma
EMC Corporation September 2015 - Present
EMC December 2014 - Present
EMC February 2012 - December 2014
Sun Life Financial 2009 - 2012
Sun Life Financial 2008 - 2009
Skills
Human Resources, Onboarding, Talent Acquisition, Applicant Tracking..., Interviews, Interview Scheduling, Background Checks, Microsoft Office, PeopleSoft, Employee Training, Microsoft Excel, Time Management, Operations Management, HRIS, Vendor Management, Program Management, Management
Education
Framingham State College 2004 — 2008
Bachelors of Arts, Sociology and Business
Medway High School 2000 — 2004
High School Diploma
Daniel Casaluce Daniel Casaluce's Sun Life Financial Experience October 2012 - July 2013
Job Account Executive at Headset Group
Industry Financial Services
Experience
Headset Group November 2013 - Present
Red Dice Media Inc. July 2013 - November 2013
Sun Life Financial October 2012 - July 2013
Costco Wholesale May 2011 - October 2012
IKEA November 2006 - May 2011
Skills
Sales, Customer Service, Advertising, Finance, CRM, Social Media Marketing, Corporate Social..., Facebook Marketing, Consulting, Consumer Marketing, Customer Retention, Market Research, Social Networking, Time Management, Digital Marketing, Direct Marketing, Marketing Strategy, Brand Awareness
Education
George Brown College 2009 — 2012
Advanced Diploma, Business Admin. - Marketing
Saint Paul Catholic Secondary 2003 — 2007
O.S.S.D - Ontario Scholar
Headset Group November 2013 - Present
Red Dice Media Inc. July 2013 - November 2013
Sun Life Financial October 2012 - July 2013
Costco Wholesale May 2011 - October 2012
IKEA November 2006 - May 2011
Skills
Sales, Customer Service, Advertising, Finance, CRM, Social Media Marketing, Corporate Social..., Facebook Marketing, Consulting, Consumer Marketing, Customer Retention, Market Research, Social Networking, Time Management, Digital Marketing, Direct Marketing, Marketing Strategy, Brand Awareness
Education
George Brown College 2009 — 2012
Advanced Diploma, Business Admin. - Marketing
Saint Paul Catholic Secondary 2003 — 2007
O.S.S.D - Ontario Scholar
Nicole Abbott's Sun Life Financial Experience December 2000 - March 2008
Job Realty Marketing Manager at Avison Young Commercial Real Estate
Industry Real Estate
Experience
Avison Young Commercial Real Estate May 2011 - Present
Endeavour Marketing and Communications October 2008 - May 2010
Sun Life Financial December 2000 - March 2008
Skills
Graphic Design, Photography, Marketing Communications, Marketing, Brochures, Advertising, InDesign, Adobe Creative Suite, Brand Development, Logo Design, Email Marketing, Project Management, Web Design, Illustrator, Social Media Marketing, Management, Marketing Strategy, Photoshop, Social Media
Education
George Brown College 1996 — 1999
Bachelor of Arts, Graphic Design
George Brown College
Graphic Design, Graphic Design
Avison Young Commercial Real Estate May 2011 - Present
Endeavour Marketing and Communications October 2008 - May 2010
Sun Life Financial December 2000 - March 2008
Skills
Graphic Design, Photography, Marketing Communications, Marketing, Brochures, Advertising, InDesign, Adobe Creative Suite, Brand Development, Logo Design, Email Marketing, Project Management, Web Design, Illustrator, Social Media Marketing, Management, Marketing Strategy, Photoshop, Social Media
Education
George Brown College 1996 — 1999
Bachelor of Arts, Graphic Design
George Brown College
Graphic Design, Graphic Design
Katie Creedon Katie Creedon's Sun Life Financial Experience January 2010 - July 2011
Job Associate Director of Recruiting at Wolf Greenfield
Industry Law Practice
Experience
Wolf Greenfield August 2014 - Present
Proskauer Rose LLP July 2011 - July 2014
Sun Life Financial January 2010 - July 2011
Proskauer Rose LLP May 2007 - January 2010
Freshfields Bruckhaus Deringer October 2006 - April 2007
Financial Industry Regulatory Authority (FINRA, formerly NASD) September 2005 - April 2006
Norton Rose May 2005 - August 2005
Hill, Ward & Henderson May 2004 - August 2004
Continental Airlines July 1999 - October 2001
Education
Georgetown University Law Center 2002 — 2006
JD/MBA
Georgetown University - The McDonough School of Business 2003 — 2005
JD/MBA
University of South Florida 1998 — 2002
BA, Mathematics and Economics
Wolf Greenfield August 2014 - Present
Proskauer Rose LLP July 2011 - July 2014
Sun Life Financial January 2010 - July 2011
Proskauer Rose LLP May 2007 - January 2010
Freshfields Bruckhaus Deringer October 2006 - April 2007
Financial Industry Regulatory Authority (FINRA, formerly NASD) September 2005 - April 2006
Norton Rose May 2005 - August 2005
Hill, Ward & Henderson May 2004 - August 2004
Continental Airlines July 1999 - October 2001
Education
Georgetown University Law Center 2002 — 2006
JD/MBA
Georgetown University - The McDonough School of Business 2003 — 2005
JD/MBA
University of South Florida 1998 — 2002
BA, Mathematics and Economics
John Zimmatore John Zimmatore's Sun Life Financial Experience July 2007 - Present
Job User Experience Design and Strategy, User Research, Usability
Industry Financial Services
Experience
Sun Life Financial July 2007 - Present
Staples, Inc. January 2006 - May 2007
InterContinental Hotels Group 2002 - 2005
Scient (now part of Razorfish) 1999 - 2002
Delta Technology (Delta Air Lines) 1997 - 1999
Sales Technologies (Dun and Bradstreet) 1994 - 1997
IBM 1985 - 1994
Skills
User Experience, Usability Testing, Information Architecture, Usability Engineering, Usability, User Interface Design, Interaction Design, User Interface, Heuristic Evaluation, User Research, Web Analytics, User Experience Design, User-centered Design, Persona, Contextual Inquiry, Rapid Prototyping, User Scenarios, Card Sorting, Mobile Applications, Ethnography, User Stories, Business Process..., Web Development, Wire Framing, Human Computer..., Mobile Devices, Web Design, Human Factors, Strategy, Requirements Gathering, Creative Direction, Wireframes, Axure, Accessibility, Site Maps, Usability Design, Guided Visualization, E-commerce, Web Project Management, Requirements Analysis, Web Applications, Task Analysis, Information Design, Software Design, Agile Project Management, Agile Methodologies, User Experience Strategy, Human Factors..., Business Analysis, Experience Design
Education
Georgia State University 1979 — 1985
Advanced to Doctoral Candidacy, Industrial/Organizational Psychology
Stony Brook University 1977 — 1979
MA, Experimental Psychology
Stony Brook University 1973 — 1977
BA, Psychology
St Anthony's High School
Sun Life Financial July 2007 - Present
Staples, Inc. January 2006 - May 2007
InterContinental Hotels Group 2002 - 2005
Scient (now part of Razorfish) 1999 - 2002
Delta Technology (Delta Air Lines) 1997 - 1999
Sales Technologies (Dun and Bradstreet) 1994 - 1997
IBM 1985 - 1994
Skills
User Experience, Usability Testing, Information Architecture, Usability Engineering, Usability, User Interface Design, Interaction Design, User Interface, Heuristic Evaluation, User Research, Web Analytics, User Experience Design, User-centered Design, Persona, Contextual Inquiry, Rapid Prototyping, User Scenarios, Card Sorting, Mobile Applications, Ethnography, User Stories, Business Process..., Web Development, Wire Framing, Human Computer..., Mobile Devices, Web Design, Human Factors, Strategy, Requirements Gathering, Creative Direction, Wireframes, Axure, Accessibility, Site Maps, Usability Design, Guided Visualization, E-commerce, Web Project Management, Requirements Analysis, Web Applications, Task Analysis, Information Design, Software Design, Agile Project Management, Agile Methodologies, User Experience Strategy, Human Factors..., Business Analysis, Experience Design
Education
Georgia State University 1979 — 1985
Advanced to Doctoral Candidacy, Industrial/Organizational Psychology
Stony Brook University 1977 — 1979
MA, Experimental Psychology
Stony Brook University 1973 — 1977
BA, Psychology
St Anthony's High School
Youlanda Hart's Sun Life Financial Experience February 2015 - Present
Job Organizational Health Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2015 - Present
Medavie Blue Cross January 2012 - January 2015
Assurance Health Management September 2006 - December 2011
Sedgwick CMS 2004 - August 2006
Wausau Insurance - Liberty Mutual Group March 2002 - 2004
Liberty Health - Liberty Mutual Group 1998 - 2001
Education
George Brown College 1991 — 1994
RN Diploma
Mohawk College
Occupational Health Nursing
Sun Life Financial February 2015 - Present
Medavie Blue Cross January 2012 - January 2015
Assurance Health Management September 2006 - December 2011
Sedgwick CMS 2004 - August 2006
Wausau Insurance - Liberty Mutual Group March 2002 - 2004
Liberty Health - Liberty Mutual Group 1998 - 2001
Education
George Brown College 1991 — 1994
RN Diploma
Mohawk College
Occupational Health Nursing
Richard Daniel Abel, B.A. Richard Daniel Abel, B.A.'s Sun Life Financial Experience March 2015 - Present
Job Client Relationship Account Manager
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Kelly Services Canada (contract with IBM Canada) January 2013 - January 2015
Sun Life Financial 1995 - 2010
Seneca College of Applied Arts and Technology 1998 - 2000
Skills
Pension Administration, Retirement Savings, Pension Legislation, CAP Guidelines, Federal Tax Legislation, Pension Benefits Act, Customer Service, Teaching Skills, Innovative Problem..., Time Management, Microsoft Office, Mentoring, Public Speaking, Project Management, Project Planning, Pensions, Employee Benefits, SAP HR, Retirement, Teamwork, Employee Relations, Financial Services, Performance Management
Education
York University 1988 — 1993
B.A. Specialized Honours, Geography
George Brown College 1985 — 1987
Diploma, Culinary Management
Sun Life Financial March 2015 - Present
Kelly Services Canada (contract with IBM Canada) January 2013 - January 2015
Sun Life Financial 1995 - 2010
Seneca College of Applied Arts and Technology 1998 - 2000
Skills
Pension Administration, Retirement Savings, Pension Legislation, CAP Guidelines, Federal Tax Legislation, Pension Benefits Act, Customer Service, Teaching Skills, Innovative Problem..., Time Management, Microsoft Office, Mentoring, Public Speaking, Project Management, Project Planning, Pensions, Employee Benefits, SAP HR, Retirement, Teamwork, Employee Relations, Financial Services, Performance Management
Education
York University 1988 — 1993
B.A. Specialized Honours, Geography
George Brown College 1985 — 1987
Diploma, Culinary Management
Douglas Epps Douglas Epps's Sun Life Financial Experience April 2011 - Present
Job Senior Stop Loss Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2011 - Present
Sun Life Financial June 1999 - March 2011
Education
Georgetown University 1994 — 1999
BS, Business Management, Entrepreneurship
Richmond High School
Sun Life Financial April 2011 - Present
Sun Life Financial June 1999 - March 2011
Education
Georgetown University 1994 — 1999
BS, Business Management, Entrepreneurship
Richmond High School
Ben Meirowitz Ben Meirowitz's Sun Life Financial Experience 2008 - 2009
Job
Industry Management Consulting
Experience
Morningstar June 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
Main Street Genome April 2014 - April 2015
The Lab 2010 - 2013
TPR Media 2009 - 2010
Sun Life Financial 2008 - 2009
American Friends of The Hebrew University 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Semester At Sea
University of Vermont
BS, Secondary Education & History
Morningstar June 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
Main Street Genome April 2014 - April 2015
The Lab 2010 - 2013
TPR Media 2009 - 2010
Sun Life Financial 2008 - 2009
American Friends of The Hebrew University 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Semester At Sea
University of Vermont
BS, Secondary Education & History
Bianca Martins Pham, CMP Bianca Martins Pham, CMP's Sun Life Financial Experience August 2012 - Present
Job
Industry Insurance
Experience
Sun Life Financial August 2012 - Present
40 Oaks April 2009 - August 2012
CI Investments March 2007 - November 2008
RBC Insurance June 2006 - March 2007
Fiera YMG Capital July 2001 - June 2006
CIBC Mellon October 2000 - July 2001
Skills
Event Planning, Event Management, Leadership, Management, Budgets, Training, Project Management, Program Management, Marketing, Fundraising, Project Planning, Time Management, Human Resources, Access, Negotiation, Coaching, Proposal Writing, Customer Service, Team Building
Education
University of Toronto 1996 — 2000
BA, Management
Meeting Professionals International
Certified Meeting Professional (CMP)
George Brown College 2003 — 2005
Certificate, Certificate in Event and Meeting Management
CSI
Canadian Securities Course
Sun Life Financial August 2012 - Present
40 Oaks April 2009 - August 2012
CI Investments March 2007 - November 2008
RBC Insurance June 2006 - March 2007
Fiera YMG Capital July 2001 - June 2006
CIBC Mellon October 2000 - July 2001
Skills
Event Planning, Event Management, Leadership, Management, Budgets, Training, Project Management, Program Management, Marketing, Fundraising, Project Planning, Time Management, Human Resources, Access, Negotiation, Coaching, Proposal Writing, Customer Service, Team Building
Education
University of Toronto 1996 — 2000
BA, Management
Meeting Professionals International
Certified Meeting Professional (CMP)
George Brown College 2003 — 2005
Certificate, Certificate in Event and Meeting Management
CSI
Canadian Securities Course
Lauren Barbe's Sun Life Financial Experience August 2015 - Present
Job Business Process Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial June 2011 - July 2015
Sun Life Financial October 2004 - June 2011
Sun Life Financial May 2001 - June 2003
Sun Life Financial June 2000 - May 2001
Skills
Insurance, Disability Insurance, Sales Management, Training, Management, Critical Illness, Human Resources, Process Improvement, Leadership, Microsoft Office, Underwriting, New Business Development, Account Management, Employee Benefits, Sales, Life Insurance, Customer Service, Brokers, Risk Management, Health Insurance
Education
Framingham State University 1996 — 2000
Bachelors Degree, Business
Sun Life Financial August 2015 - Present
Sun Life Financial June 2011 - July 2015
Sun Life Financial October 2004 - June 2011
Sun Life Financial May 2001 - June 2003
Sun Life Financial June 2000 - May 2001
Skills
Insurance, Disability Insurance, Sales Management, Training, Management, Critical Illness, Human Resources, Process Improvement, Leadership, Microsoft Office, Underwriting, New Business Development, Account Management, Employee Benefits, Sales, Life Insurance, Customer Service, Brokers, Risk Management, Health Insurance
Education
Framingham State University 1996 — 2000
Bachelors Degree, Business
Brooke Demanche Brooke Demanche's Sun Life Financial Experience January 2004 - August 2005
Job Office and Human Resources Manager at Proveris Scientific Corporation
Industry Medical Devices
Experience
Proveris Scientific Corporation August 2014 - Present
Courion Corporation January 2014 - August 2014
OPED USA February 2007 - December 2013
New England Golf Outfitters February 2006 - November 2006
Sun Life Financial January 2004 - August 2005
Skills
Customer Service, Sales, Operations Management, Logistics, Import/Export Operations, International Sales, Marketing Strategy, Sales Operations, Management, Start-ups, Team Leadership, CRM, Cross-functional Team..., Pricing, Customer Retention, Customer Satisfaction, B2B, Salesforce.com, Entrepreneurship, Account Management, Supply Chain Management, Supply Chain, Purchasing, Product Management, SaaS, Strategy
Education
Franklin Pierce College 1999 — 2003
Bachelor of Arts (B.A.), Graphic Communications
Proveris Scientific Corporation August 2014 - Present
Courion Corporation January 2014 - August 2014
OPED USA February 2007 - December 2013
New England Golf Outfitters February 2006 - November 2006
Sun Life Financial January 2004 - August 2005
Skills
Customer Service, Sales, Operations Management, Logistics, Import/Export Operations, International Sales, Marketing Strategy, Sales Operations, Management, Start-ups, Team Leadership, CRM, Cross-functional Team..., Pricing, Customer Retention, Customer Satisfaction, B2B, Salesforce.com, Entrepreneurship, Account Management, Supply Chain Management, Supply Chain, Purchasing, Product Management, SaaS, Strategy
Education
Franklin Pierce College 1999 — 2003
Bachelor of Arts (B.A.), Graphic Communications
Jennifer Moore, CHRP Jennifer Moore, CHRP's Sun Life Financial Experience May 2011 - August 2012
Job Human Resources Generalist at Ticketmaster
Industry Human Resources
Experience
Ticketmaster January 2015 - Present
Desire2Learn January 2014 - December 2014
Desire2Learn April 2013 - January 2014
Desire2Learn August 2012 - April 2013
Sun Life Financial May 2011 - August 2012
Sun Life Financial June 2010 - August 2010
Research in Motion May 2009 - September 2009
Wilfrid Laurier University June 2008 - August 2008
Skills
Recruiting, Human Resources, Microsoft Excel, Onboarding, Interviews
Education
Wilfrid Laurier University 2006 — 2010
Honours Bachelor of Business Administration
George Brown College 2010 — 2011
Post Graduate, Human Resources Management
Ticketmaster January 2015 - Present
Desire2Learn January 2014 - December 2014
Desire2Learn April 2013 - January 2014
Desire2Learn August 2012 - April 2013
Sun Life Financial May 2011 - August 2012
Sun Life Financial June 2010 - August 2010
Research in Motion May 2009 - September 2009
Wilfrid Laurier University June 2008 - August 2008
Skills
Recruiting, Human Resources, Microsoft Excel, Onboarding, Interviews
Education
Wilfrid Laurier University 2006 — 2010
Honours Bachelor of Business Administration
George Brown College 2010 — 2011
Post Graduate, Human Resources Management
Ryan Owen's Sun Life Financial Experience September 2008 - April 2010
Job Experienced Trilingual Internal Audit Manager
Industry Real Estate
Experience
American Tower February 2015 - Present
American Tower May 2010 - Present
Sun Life Financial September 2008 - April 2010
Liberty Mutual Insurance July 2005 - September 2008
Liberty Seguros Portugal April 2004 - August 2004
Liberty Mutual Insurance Group 1999 - 2003
Skills
Accounting, Strategic Planning, Internal Audit, Management, Sarbanes-Oxley Act, Auditing, Portuguese, Spanish, Process Improvement, Financial Analysis, Risk Management, Team Leadership, Financial Reporting, Internal Controls, Analysis, Financial Modeling, Finance, Business Process...
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
IMBA
Fundação Getulio Vargas 2004 — 2004
Merrimack College 1994 — 1999
BS
Universidad de Salamanca 1997 — 1998
American Tower February 2015 - Present
American Tower May 2010 - Present
Sun Life Financial September 2008 - April 2010
Liberty Mutual Insurance July 2005 - September 2008
Liberty Seguros Portugal April 2004 - August 2004
Liberty Mutual Insurance Group 1999 - 2003
Skills
Accounting, Strategic Planning, Internal Audit, Management, Sarbanes-Oxley Act, Auditing, Portuguese, Spanish, Process Improvement, Financial Analysis, Risk Management, Team Leadership, Financial Reporting, Internal Controls, Analysis, Financial Modeling, Finance, Business Process...
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
IMBA
Fundação Getulio Vargas 2004 — 2004
Merrimack College 1994 — 1999
BS
Universidad de Salamanca 1997 — 1998
Daniel Workman's Sun Life Financial Experience January 2004 - April 2006
Job Senior Web Research Writer
Industry Writing and Editing
Experience
CreditCards.com, Suite101.com, Examiner.com May 2006 - Present
Sun Life Financial January 2004 - April 2006
Sun Life Financial September 1999 - December 2003
Canada Post March 1989 - August 1999
Crown Life Insurance 1978 - 1988
Skills
Training, Management, Insurance, Web Content, Project Planning, Publishing, Employee Benefits, Blogging, Copy Editing, Databases, Social Media
Education
Ryerson University 1998 — 2001
Certificate, Business Systems Analysis and Programming
George Brown College
Port Hope High School
CreditCards.com, Suite101.com, Examiner.com May 2006 - Present
Sun Life Financial January 2004 - April 2006
Sun Life Financial September 1999 - December 2003
Canada Post March 1989 - August 1999
Crown Life Insurance 1978 - 1988
Skills
Training, Management, Insurance, Web Content, Project Planning, Publishing, Employee Benefits, Blogging, Copy Editing, Databases, Social Media
Education
Ryerson University 1998 — 2001
Certificate, Business Systems Analysis and Programming
George Brown College
Port Hope High School
Earl Savage's Sun Life Financial Experience July 2007 - Present
Job Sr. Business Intelligence Analyst
Industry Financial Services
Experience
Sun Life Financial July 2007 - Present
Sun Life Financial - GRS IT October 1992 - July 2007
Sun Life Financial - Capacity Management September 1992 - January 1993
Government of Canada January 1990 - April 1990
Government of Canada - Health and Welfare May 1989 - August 1989
Skills
Informatica, Data Mining, Mainframe, DB2, COBOL, SAS, Business Intelligence, Requirements Gathering, Data Modeling, Systems Analysis, SQL
Education
Georgian College 1989 — 1992
Computer Programming and Analysis
Sun Life Financial July 2007 - Present
Sun Life Financial - GRS IT October 1992 - July 2007
Sun Life Financial - Capacity Management September 1992 - January 1993
Government of Canada January 1990 - April 1990
Government of Canada - Health and Welfare May 1989 - August 1989
Skills
Informatica, Data Mining, Mainframe, DB2, COBOL, SAS, Business Intelligence, Requirements Gathering, Data Modeling, Systems Analysis, SQL
Education
Georgian College 1989 — 1992
Computer Programming and Analysis
Christine Potochniak's Sun Life Financial Experience January 1999 - April 2001
Job Sales Compensation Specialist at PerkinElmer
Industry Hospital & Health Care
Experience
PerkinElmer June 2014 - Present
Surgi-Care July 2011 - June 2014
ADP October 2001 - June 2011
StorageNetworks April 2001 - July 2001
Sun Life Financial January 1999 - April 2001
Enterprise Rent-A-Car May 1998 - January 1999
Skills
Xactly, Salesforce.com, Sales Operations, Cold Calling, Management, Sales, Cognos, Lotus Notes, Citrix, Sales Management, Time Management, •Microsoft MapPoint, Oracle Applications, Adobe, Leadership, Extensive knowledge and..., Rumba Mainframe, Citrix Applications, Dimensional Insight –..., Mendix Territory..., Concur Travel & Expense..., OneSource Data Solutions, Strong Excel knowledge,...
Education
Framingham State College 1993 — 1997
BS, Sociology, Minor in Psychology
PerkinElmer June 2014 - Present
Surgi-Care July 2011 - June 2014
ADP October 2001 - June 2011
StorageNetworks April 2001 - July 2001
Sun Life Financial January 1999 - April 2001
Enterprise Rent-A-Car May 1998 - January 1999
Skills
Xactly, Salesforce.com, Sales Operations, Cold Calling, Management, Sales, Cognos, Lotus Notes, Citrix, Sales Management, Time Management, •Microsoft MapPoint, Oracle Applications, Adobe, Leadership, Extensive knowledge and..., Rumba Mainframe, Citrix Applications, Dimensional Insight –..., Mendix Territory..., Concur Travel & Expense..., OneSource Data Solutions, Strong Excel knowledge,...
Education
Framingham State College 1993 — 1997
BS, Sociology, Minor in Psychology
Annie Stavridis's Sun Life Financial Experience August 2001 - July 2002
Job Sr. Specialist External and Corporate Affairs, De Beers Canada
Industry Public Relations and Communications
Experience
De Beers Canada October 2005 - Present
Royal & SunAlliance July 2002 - October 2005
Sun Life Financial August 2001 - July 2002
Skills
Corporate Social..., Corporate Communications, Stakeholder Engagement, Internal Communications, Strategic Communications, Crisis Communications, Communications Planning, Leadership Development, Event Planning, Public Affairs, Employee Engagement, Proposal Writing, Crisis Management, Media Relations, Public Relations, Organizational..., Speech Writing, Employee Training, Copywriting, Community Development, Stakeholder Management, Sustainable Development, Reputation Management, Strategic Thinking, Social Media, Strategy, Nonprofits, Business Strategy, Market Research, Mining, Event Management, Strategic Planning, Investor Relations, Intranet, Social Media Marketing, Project Planning, Change Management, Research, Marketing Communications, Messaging, Brand Development, Marketing Strategy, Sustainability Reporting, Press Releases, Project Management, Brand Management, Advertising, Sustainability, Policy, Report Writing
Education
George Brown College
University of Toronto
De Beers Canada October 2005 - Present
Royal & SunAlliance July 2002 - October 2005
Sun Life Financial August 2001 - July 2002
Skills
Corporate Social..., Corporate Communications, Stakeholder Engagement, Internal Communications, Strategic Communications, Crisis Communications, Communications Planning, Leadership Development, Event Planning, Public Affairs, Employee Engagement, Proposal Writing, Crisis Management, Media Relations, Public Relations, Organizational..., Speech Writing, Employee Training, Copywriting, Community Development, Stakeholder Management, Sustainable Development, Reputation Management, Strategic Thinking, Social Media, Strategy, Nonprofits, Business Strategy, Market Research, Mining, Event Management, Strategic Planning, Investor Relations, Intranet, Social Media Marketing, Project Planning, Change Management, Research, Marketing Communications, Messaging, Brand Development, Marketing Strategy, Sustainability Reporting, Press Releases, Project Management, Brand Management, Advertising, Sustainability, Policy, Report Writing
Education
George Brown College
University of Toronto
Kathleen Alfano's Sun Life Financial Experience October 2010 - April 2012
Job Board Member at MUD Group
Industry Insurance
Experience
The Hartford April 2012 - Present
ALU Risk Forum Group 2012 - 2014
Sun Life Financial October 2010 - April 2012
Sun Life Financial May 2005 - October 2010
Aviva 2004 - 2005
Great American Financial Resources 2000 - 2004
ING 1999 - 2000
Nationwide Insurance July 1997 - December 1999
New York Life 1993 - 1997
Skills
Underwriting, Life Insurance, Sales, Risk Management, Financial Risk, Insurance, Brokers, New Business Development, Customer Service, Retirement Planning, Executive Management, Coaching, Employee Benefits, Disability Insurance, Fixed Annuities, Health Insurance
Education
Franklin University 1999 — 2000
BS, Business Administration
Wright State University 1984 — 1987
Accounting
The Hartford April 2012 - Present
ALU Risk Forum Group 2012 - 2014
Sun Life Financial October 2010 - April 2012
Sun Life Financial May 2005 - October 2010
Aviva 2004 - 2005
Great American Financial Resources 2000 - 2004
ING 1999 - 2000
Nationwide Insurance July 1997 - December 1999
New York Life 1993 - 1997
Skills
Underwriting, Life Insurance, Sales, Risk Management, Financial Risk, Insurance, Brokers, New Business Development, Customer Service, Retirement Planning, Executive Management, Coaching, Employee Benefits, Disability Insurance, Fixed Annuities, Health Insurance
Education
Franklin University 1999 — 2000
BS, Business Administration
Wright State University 1984 — 1987
Accounting
Susan Dzindolet's Sun Life Financial Experience July 2008 - February 2009
Job Experienced Project Manager and Communications Professional
Industry Semiconductors
Experience
Sun Life Financial July 2008 - February 2009
Marvell Semiconductor, Inc. 2006 - 2007
Marvell 2006 - 2007
Intel 1997 - 2006
Raptor Systems 1996 - 1997
The Medical Center of Central Massachusetts 1994 - 1996
EMC Computer Systems 1991 - 1993
Education
Framingham State University 1987 — 1991
Bachelor of Science, Business Administration
Sun Life Financial July 2008 - February 2009
Marvell Semiconductor, Inc. 2006 - 2007
Marvell 2006 - 2007
Intel 1997 - 2006
Raptor Systems 1996 - 1997
The Medical Center of Central Massachusetts 1994 - 1996
EMC Computer Systems 1991 - 1993
Education
Framingham State University 1987 — 1991
Bachelor of Science, Business Administration
Vincent Chiu's Sun Life Financial Experience September 2006 - August 2010
Job Nuveen
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
BlackRock October 2013 - July 2015
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial September 2006 - August 2010
IPVision, Inc. December 2003 - September 2006
Skills
Securities, Series 63, Sales, 401k, Leadership, Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Sales Operations, Management, Business Development, Series 6, Strategy, Financial Advisory
Education
University of Massachusetts, Amherst 1999 — 2004
Fudan University
Intensive Mandarin Program
Nuveen Investments July 2015 - Present
BlackRock October 2013 - July 2015
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial September 2006 - August 2010
IPVision, Inc. December 2003 - September 2006
Skills
Securities, Series 63, Sales, 401k, Leadership, Mutual Funds, Asset Management, Alternative Investments, Portfolio Management, Series 7, Wealth Management, Investments, Asset Allocation, Sales Operations, Management, Business Development, Series 6, Strategy, Financial Advisory
Education
University of Massachusetts, Amherst 1999 — 2004
Fudan University
Intensive Mandarin Program
Kevin Cuddeback's Sun Life Financial Experience July 2010 - Present
Job Senior Group Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
The Hartford March 2005 - July 2010
Marsh 2001 - 2003
Aetna 1996 - 2001
Skills
Dental, Customer Relations, Marketing Strategy, Group Benefits, Employee Benefits, Insurance, Underwriting, Disability Insurance, Account Management, New Business Development, Strategic Planning, Analysis, Negotiation, Problem Solving, Consultative Selling, Disability Management, General Insurance, Customer Service, Brokers, Selling, Health Savings Accounts, Medicare, Life Insurance, Term Life Insurance, Fixed Annuities, Critical Illness, Accident, Long Term Care Insurance, 401k, Sales, Long-term Care, Group Insurance, Dentistry
Education
Franklin Pierce University 1988 — 1992
BS, Management, IT
Sun Life Financial July 2010 - Present
The Hartford March 2005 - July 2010
Marsh 2001 - 2003
Aetna 1996 - 2001
Skills
Dental, Customer Relations, Marketing Strategy, Group Benefits, Employee Benefits, Insurance, Underwriting, Disability Insurance, Account Management, New Business Development, Strategic Planning, Analysis, Negotiation, Problem Solving, Consultative Selling, Disability Management, General Insurance, Customer Service, Brokers, Selling, Health Savings Accounts, Medicare, Life Insurance, Term Life Insurance, Fixed Annuities, Critical Illness, Accident, Long Term Care Insurance, 401k, Sales, Long-term Care, Group Insurance, Dentistry
Education
Franklin Pierce University 1988 — 1992
BS, Management, IT
Laurie Comer Devries's Sun Life Financial Experience September 2013 - Present
Job Data Quailty Analyst
Industry Information Technology and Services
Experience
Sun Life Financial September 2013 - Present
Grand Circle Corporation August 2009 - August 2013
Starwood Hotels & Resorts September 2007 - December 2009
Perot Systems August 2006 - September 2007
EMC January 2004 - August 2006
TASC 2002 - 2006
EMC October 1998 - January 2004
Sunlife of Canada 1993 - 1996
Sun Life Financial 1993 - 1996
Skills
Business Intelligence, Microsoft SQL Server, SQL, Business Analysis, Oracle, Data Modeling, Unix, Databases, Disaster Recovery, Requirements Analysis, Business Objects, SDLC, Data Warehousing, Agile Methodologies, Virtualization, Data Analysis, DB2, Visio, CRM, Microstrategy, Web Analytics, Quality Assurance, Master Data Management, SharePoint, Enterprise Architecture, Database Design, Vendor Management, Analytics, Software Project..., Data Integration, Systems Analysis, ETL, Data Quality
Education
Framingham State University 1986 — 1991
BS, Math
Fontbonne 1982 — 1986
Sun Life Financial September 2013 - Present
Grand Circle Corporation August 2009 - August 2013
Starwood Hotels & Resorts September 2007 - December 2009
Perot Systems August 2006 - September 2007
EMC January 2004 - August 2006
TASC 2002 - 2006
EMC October 1998 - January 2004
Sunlife of Canada 1993 - 1996
Sun Life Financial 1993 - 1996
Skills
Business Intelligence, Microsoft SQL Server, SQL, Business Analysis, Oracle, Data Modeling, Unix, Databases, Disaster Recovery, Requirements Analysis, Business Objects, SDLC, Data Warehousing, Agile Methodologies, Virtualization, Data Analysis, DB2, Visio, CRM, Microstrategy, Web Analytics, Quality Assurance, Master Data Management, SharePoint, Enterprise Architecture, Database Design, Vendor Management, Analytics, Software Project..., Data Integration, Systems Analysis, ETL, Data Quality
Education
Framingham State University 1986 — 1991
BS, Math
Fontbonne 1982 — 1986
Natasha Rampersad-Rajani's Sun Life Financial Experience July 2011 - April 2013
Job Director, Strategic Sourcing Operations at Shoppers Drug Mart
Industry Financial Services
Experience
Shoppers Drug Mart April 2013 - Present
Sun Life Financial July 2011 - April 2013
Molson Coors Canada February 2011 - July 2011
Bank of Montreal October 2008 - February 2011
Canada Post March 2007 - September 2008
HSBC October 2005 - March 2007
HSBC March 2004 - October 2005
Skills
Account Management, Segmentation, Vendor Management, Direct Marketing, Sales
Education
George Brown College 2003 — 2004
Canadian Seurities Course
The University of Western Ontario 2000 — 2003
B.A., Psychology
Shoppers Drug Mart April 2013 - Present
Sun Life Financial July 2011 - April 2013
Molson Coors Canada February 2011 - July 2011
Bank of Montreal October 2008 - February 2011
Canada Post March 2007 - September 2008
HSBC October 2005 - March 2007
HSBC March 2004 - October 2005
Skills
Account Management, Segmentation, Vendor Management, Direct Marketing, Sales
Education
George Brown College 2003 — 2004
Canadian Seurities Course
The University of Western Ontario 2000 — 2003
B.A., Psychology
Karen Rainey's Sun Life Financial Experience 2002 - 2004
Job Executive Assistant at Western Union
Industry Accounting
Experience
Western Union May 2013 - Present
GHP Horwath, P.C. March 2006 - May 2013
Destination Hotels and Resorts 2004 - 2006
Sun Life Financial 2002 - 2004
Sun Life Financial 1995 - 2002
Skills
Human Resources, Employee Benefits, Leadership, Recruiting, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Employee Relations, Performance Management, Organizational..., Interviews, College Recruiting, Marketing Communications, Office Management, Employment-based..., Onboarding, New Hire Orientations, Licensing, Travel Management, Travel Planning, Gatekeeper, Executive..., Executive Calendar..., Finance, Exit Interviews, Budgets, Invoice Processing
Education
Framingham State University 1996 — 1998
Biology
Newbury College 1989 — 1990
AAS, Business Management
University of Massachusetts Dartmouth 1988 — 1990
Liberal Arts
Western Union May 2013 - Present
GHP Horwath, P.C. March 2006 - May 2013
Destination Hotels and Resorts 2004 - 2006
Sun Life Financial 2002 - 2004
Sun Life Financial 1995 - 2002
Skills
Human Resources, Employee Benefits, Leadership, Recruiting, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Employee Relations, Performance Management, Organizational..., Interviews, College Recruiting, Marketing Communications, Office Management, Employment-based..., Onboarding, New Hire Orientations, Licensing, Travel Management, Travel Planning, Gatekeeper, Executive..., Executive Calendar..., Finance, Exit Interviews, Budgets, Invoice Processing
Education
Framingham State University 1996 — 1998
Biology
Newbury College 1989 — 1990
AAS, Business Management
University of Massachusetts Dartmouth 1988 — 1990
Liberal Arts
Theresa Dietrich's Sun Life Financial Experience November 2007 - Present
Job Certified Financial Planner at T.E.A.M. Financial Solutions
Industry Financial Services
Experience
Sun Life Financial November 2007 - Present
Sun Life November 2007 - January 2015
Theresa Dietrich June 1991 - April 2006
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Critical Illness, Finance, Retirement, Fixed Annuities, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Planners, Wealth Management, Mutual Funds, Financial Planning
Education
University of Waterloo
Math, Financial
George Brown College
Diploma, Dental Hygiene
Sun Life Financial November 2007 - Present
Sun Life November 2007 - January 2015
Theresa Dietrich June 1991 - April 2006
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Critical Illness, Finance, Retirement, Fixed Annuities, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Planners, Wealth Management, Mutual Funds, Financial Planning
Education
University of Waterloo
Math, Financial
George Brown College
Diploma, Dental Hygiene
Keryn Rossini's Sun Life Financial Experience June 2013 - Present
Job Accounting Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial February 2011 - June 2013
Sun Life Financial April 2008 - February 2011
Sun Life Financial August 2005 - April 2008
Sun Life Financial November 2004 - August 2005
Sun Life Financial March 2004 - November 2004
Boston Sports Club November 2001 - March 2004
Boston Sports Club January 2000 - November 2001
Boston Sports Club August 1995 - January 2000
Education
Framingham State University
Bachelor of Science, Business Administration; Management
Sun Life Financial June 2013 - Present
Sun Life Financial February 2011 - June 2013
Sun Life Financial April 2008 - February 2011
Sun Life Financial August 2005 - April 2008
Sun Life Financial November 2004 - August 2005
Sun Life Financial March 2004 - November 2004
Boston Sports Club November 2001 - March 2004
Boston Sports Club January 2000 - November 2001
Boston Sports Club August 1995 - January 2000
Education
Framingham State University
Bachelor of Science, Business Administration; Management
Sarah Briers's Sun Life Financial Experience January 2014 - Present
Job Experienced HR Professional
Industry Retail
Experience
Sun Life Financial January 2014 - Present
Staples Advantage October 2013 - December 2013
Staples November 2010 - September 2013
Staples Canada June 2008 - November 2010
Sears Canada December 2007 - June 2008
Sears Canada April 2006 - January 2008
Scholastic Canada Ltd. February 2005 - April 2006
Skills
Employee Relations, Performance Management, Onboarding, Employee Engagement, Talent Management, Talent Acquisition, HR Policies, New Hire Orientations, Coaching, Human Resources, Labor Relations, Employee Training, PeopleSoft, HR Consulting, Succession Planning, Personnel Management, HRIS, Applicant Tracking..., Benefits Administration, Hiring, Recruiting, Workforce Planning
Education
George Brown College 2004 — 2004
Certificate, Human Resource Management
McGill University 1999 — 2003
B.A., Economics
Sun Life Financial January 2014 - Present
Staples Advantage October 2013 - December 2013
Staples November 2010 - September 2013
Staples Canada June 2008 - November 2010
Sears Canada December 2007 - June 2008
Sears Canada April 2006 - January 2008
Scholastic Canada Ltd. February 2005 - April 2006
Skills
Employee Relations, Performance Management, Onboarding, Employee Engagement, Talent Management, Talent Acquisition, HR Policies, New Hire Orientations, Coaching, Human Resources, Labor Relations, Employee Training, PeopleSoft, HR Consulting, Succession Planning, Personnel Management, HRIS, Applicant Tracking..., Benefits Administration, Hiring, Recruiting, Workforce Planning
Education
George Brown College 2004 — 2004
Certificate, Human Resource Management
McGill University 1999 — 2003
B.A., Economics
Dana Beauchamp's Sun Life Financial Experience January 1998 - January 2000
Job Disaster Recovery Governance Advisor at CVS Health
Industry Retail
Experience
CVS Health February 2015 - Present
CVS Health June 2012 - Present
CVS Health October 2011 - June 2012
Bose Corporation November 2008 - September 2011
Bose Corporation October 2007 - October 2008
Waters August 2006 - October 2007
Waters Corporation April 2005 - July 2006
Waters December 2002 - April 2004
Waters January 2000 - January 2002
Sun Life Financial January 1998 - January 2000
Skills
SAP, Business Analysis, Software Documentation, Quality Assurance, Analysis, Management, Databases, Risk Management, Security, Enterprise Software, Unix, Budgets, Enterprise Architecture, Inventory Management, Training, Process Improvement
Education
Norwich University 2010 — 2012
Master's degree, Information Assurance, Business Continuity, 3.95
Walden University 2009 — 2010
Master's degree, Information Systems Management
University of Massachusetts 2001 — 2002
Certificate Program, Fundamentals of Information Technology
Framingham State College 1993 — 1997
Bachelor of Arts, French
CVS Health February 2015 - Present
CVS Health June 2012 - Present
CVS Health October 2011 - June 2012
Bose Corporation November 2008 - September 2011
Bose Corporation October 2007 - October 2008
Waters August 2006 - October 2007
Waters Corporation April 2005 - July 2006
Waters December 2002 - April 2004
Waters January 2000 - January 2002
Sun Life Financial January 1998 - January 2000
Skills
SAP, Business Analysis, Software Documentation, Quality Assurance, Analysis, Management, Databases, Risk Management, Security, Enterprise Software, Unix, Budgets, Enterprise Architecture, Inventory Management, Training, Process Improvement
Education
Norwich University 2010 — 2012
Master's degree, Information Assurance, Business Continuity, 3.95
Walden University 2009 — 2010
Master's degree, Information Systems Management
University of Massachusetts 2001 — 2002
Certificate Program, Fundamentals of Information Technology
Framingham State College 1993 — 1997
Bachelor of Arts, French
Annie Jianxia Shen's Sun Life Financial Experience January 2014 - Present
Job Business System Consultant at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial January 2014 - Present
ADP Canada September 2009 - December 2013
PdMAIN August 2008 - September 2009
Honeywell August 2003 - July 2008
Lucent Technologies June 2000 - August 2003
Skills
SDLC, Requirements Analysis, PMP, Oracle R12 Financials, Business Process, ERP, PL/SQL, Business Process..., SQL, Business Analysis, ITIL, Process Improvement, Oracle, Microsoft Excel, SharePoint, Agile Methodologies, Requirements Gathering, SAP, SOA, Oracle E-Business Suite, Business Intelligence, Oracle Applications, Testing, Solution Architecture, Business Requirements
Education
Fudan University
Bachelor, Computer
Sun Life Financial January 2014 - Present
ADP Canada September 2009 - December 2013
PdMAIN August 2008 - September 2009
Honeywell August 2003 - July 2008
Lucent Technologies June 2000 - August 2003
Skills
SDLC, Requirements Analysis, PMP, Oracle R12 Financials, Business Process, ERP, PL/SQL, Business Process..., SQL, Business Analysis, ITIL, Process Improvement, Oracle, Microsoft Excel, SharePoint, Agile Methodologies, Requirements Gathering, SAP, SOA, Oracle E-Business Suite, Business Intelligence, Oracle Applications, Testing, Solution Architecture, Business Requirements
Education
Fudan University
Bachelor, Computer
Deborah St.Pierre's Sun Life Financial Experience January 1991 - July 1996
Job Principal Consultant at Keane Inc
Industry Information Technology and Services
Experience
NTT Data April 1997 - Present
Sun Life Financial January 1991 - July 1996
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Data Warehousing, DB2
Education
Georgian College 1987 — 1990
Computer Science
NTT Data April 1997 - Present
Sun Life Financial January 1991 - July 1996
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Data Warehousing, DB2
Education
Georgian College 1987 — 1990
Computer Science
Theo Spirou's Sun Life Financial Experience 2005 - 2006
Job Brands Director
Industry Consumer Goods
Experience
Dionysus Wines April 2013 - Present
Dionysus Wines and Spirits September 2010 - April 2013
Dionysus Wines and Spirits April 2007 - September 2010
Sun Life Financial 2005 - 2006
Skills
Sales, Brand Development, Brand Management, Marketing Strategy, Social Marketing, Data Analysis, Competitive Analysis
Education
York University
Bachelor's Degree, Political Science and Business Economics
George Brown College 2010 — 2015
Certificate In Marketing Management, Marketing Management
Dionysus Wines April 2013 - Present
Dionysus Wines and Spirits September 2010 - April 2013
Dionysus Wines and Spirits April 2007 - September 2010
Sun Life Financial 2005 - 2006
Skills
Sales, Brand Development, Brand Management, Marketing Strategy, Social Marketing, Data Analysis, Competitive Analysis
Education
York University
Bachelor's Degree, Political Science and Business Economics
George Brown College 2010 — 2015
Certificate In Marketing Management, Marketing Management
Patrick Kelleher's Sun Life Financial Experience 1980 - 1992
Job Insurance and Finance Executive
Industry Insurance
Experience
Genworth Financial January 2011 - December 2013
Genworth Financial March 2007 - May 2011
AEGON / Transamerica Reinsurance 1998 - 2007
Manulife Financial 1996 - 1998
Manulife Financial 1996 - 1998
Manulife Financial 1992 - 1994
Sun Life Financial 1980 - 1992
Education
Franklin & Marshall College 1975 — 1979
Bachelor's degree, Business Major
Canadian Institute of Actuaries
Fellow of the Canadian Institute of Actuaries
Certified General Accountant's Association of Canada
Certified General Accountant
Society of Actuaries
Fellow of the Society of Actuaries
Genworth Financial January 2011 - December 2013
Genworth Financial March 2007 - May 2011
AEGON / Transamerica Reinsurance 1998 - 2007
Manulife Financial 1996 - 1998
Manulife Financial 1996 - 1998
Manulife Financial 1992 - 1994
Sun Life Financial 1980 - 1992
Education
Franklin & Marshall College 1975 — 1979
Bachelor's degree, Business Major
Canadian Institute of Actuaries
Fellow of the Canadian Institute of Actuaries
Certified General Accountant's Association of Canada
Certified General Accountant
Society of Actuaries
Fellow of the Society of Actuaries
Chris Gooch's Sun Life Financial Experience January 2003 - April 2006
Job Internal Audit Manager at Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management April 2013 - Present
Annaly Capital Management September 2011 - Present
Intesa Sanpaolo (NY Branch) February 2011 - August 2011
OneBeacon Insurance January 2008 - January 2011
Fidelity Investments April 2006 - January 2008
Sun Life Financial January 2003 - April 2006
Skills
CISA, Internal Audit, SOX 404, Risk Management, Compliance, Accounting, Financial Services, Market Risk, Sarbanes-Oxley, Risk Assessment, Banking, Auditing, Sarbanes-Oxley Act, AML, Analysis, Management, Cash Management
Education
Suffolk University - Sawyer Business School 2004 — 2010
MBA, MBA - Concentration Accounting
Framingham State University 1999 — 2003
Business Administration
Annaly Capital Management April 2013 - Present
Annaly Capital Management September 2011 - Present
Intesa Sanpaolo (NY Branch) February 2011 - August 2011
OneBeacon Insurance January 2008 - January 2011
Fidelity Investments April 2006 - January 2008
Sun Life Financial January 2003 - April 2006
Skills
CISA, Internal Audit, SOX 404, Risk Management, Compliance, Accounting, Financial Services, Market Risk, Sarbanes-Oxley, Risk Assessment, Banking, Auditing, Sarbanes-Oxley Act, AML, Analysis, Management, Cash Management
Education
Suffolk University - Sawyer Business School 2004 — 2010
MBA, MBA - Concentration Accounting
Framingham State University 1999 — 2003
Business Administration
Sean Rody's Sun Life Financial Experience February 2014 - Present
Job Business Intelligence Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial September 2012 - Present
Sun Life Financial June 2011 - September 2012
Sun Life Financial September 2009 - August 2011
Sun Life Financial 2001 - September 2009
Sun Life Financial 1999 - 2001
Sun Life Financial 1997 - 1999
Reynolds & Reynolds Canada 1995 - 1997
IBM Canada Ltd. 1994 - 1995
Canada Revenue Agency 1992 - 1994
Skills
Requirements Analysis, SDLC, Requirements Gathering, ITIL v3 Foundations..., Business Requirements, User Acceptance Testing, Business Analysis, Systems Analysis, Business Process, SQL, Business Process..., SharePoint, Quality Center, .NET
Education
Georgian College 1989 — 1992
Diploma, Computer Programmer Analyst
Sun Life Financial February 2014 - Present
Sun Life Financial September 2012 - Present
Sun Life Financial June 2011 - September 2012
Sun Life Financial September 2009 - August 2011
Sun Life Financial 2001 - September 2009
Sun Life Financial 1999 - 2001
Sun Life Financial 1997 - 1999
Reynolds & Reynolds Canada 1995 - 1997
IBM Canada Ltd. 1994 - 1995
Canada Revenue Agency 1992 - 1994
Skills
Requirements Analysis, SDLC, Requirements Gathering, ITIL v3 Foundations..., Business Requirements, User Acceptance Testing, Business Analysis, Systems Analysis, Business Process, SQL, Business Process..., SharePoint, Quality Center, .NET
Education
Georgian College 1989 — 1992
Diploma, Computer Programmer Analyst
Maria St. Bernard's Sun Life Financial Experience December 1997 - July 2008
Job Experienced Investment Administrator
Industry Financial Services
Experience
Medipats Consulting Inc. November 2011 - Present
Prepaid Legal Services, Inc 2004 - 2009
Sun Life Financial December 1997 - July 2008
Aetna Life Insurance Company of Canada September 1987 - December 1997
Travelers Life Insurance Company of Canada 1975 - 1987
Education
George Brown College
Ryerson University
St. Joseph's Convent, Grenada
Medipats Consulting Inc. November 2011 - Present
Prepaid Legal Services, Inc 2004 - 2009
Sun Life Financial December 1997 - July 2008
Aetna Life Insurance Company of Canada September 1987 - December 1997
Travelers Life Insurance Company of Canada 1975 - 1987
Education
George Brown College
Ryerson University
St. Joseph's Convent, Grenada
Yifan Zhang's Sun Life Financial Experience February 2011 - March 2012
Job Associate Manager, Actuarial at Prudential Financial
Industry Insurance
Experience
Prudential Financial April 2012 - Present
Sun Life Financial February 2011 - March 2012
ACE Tempest Life Re USA May 2010 - December 2010
GE Edgelab August 2009 - April 2010
Pacific-Antai Life Insurance Company June 2009 - July 2009
Education
University of Connecticut 2009 — 2010
M.S., Actuarial Science
The University of Connecticut Health Center 2005 — 2008
M.S., Biomedical Science
Fudan University 2001 — 2005
BS, Biological Science
Prudential Financial April 2012 - Present
Sun Life Financial February 2011 - March 2012
ACE Tempest Life Re USA May 2010 - December 2010
GE Edgelab August 2009 - April 2010
Pacific-Antai Life Insurance Company June 2009 - July 2009
Education
University of Connecticut 2009 — 2010
M.S., Actuarial Science
The University of Connecticut Health Center 2005 — 2008
M.S., Biomedical Science
Fudan University 2001 — 2005
BS, Biological Science
Jeff Soyster's Sun Life Financial Experience October 2010 - June 2013
Job Recent MBA Graduate
Industry Financial Services
Experience
Sun Life Financial October 2010 - June 2013
Adecco November 2009 - March 2010
Malta House of Care Foundation, Inc. January 2009 - October 2009
Commonwealth of Massachusetts February 2009 - July 2009
Skills
Analysis, Research, Contract Management, Data Analysis, Public Speaking, Financial Analysis, Leadership, Business Strategy, Process Improvement, Analytics, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, Philosophy
Sun Life Financial October 2010 - June 2013
Adecco November 2009 - March 2010
Malta House of Care Foundation, Inc. January 2009 - October 2009
Commonwealth of Massachusetts February 2009 - July 2009
Skills
Analysis, Research, Contract Management, Data Analysis, Public Speaking, Financial Analysis, Leadership, Business Strategy, Process Improvement, Analytics, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, Philosophy
Rob Massey's Sun Life Financial Experience April 2013 - Present
Job Associate Director, Coporate Finance at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial March 2011 - April 2013
Sun Life Financial February 2000 - March 2011
Sun Life Financial August 1999 - February 2000
Sun Life Financial April 1997 - August 1999
Sun Life Financial October 1993 - April 1997
Sun Life Financial May 1991 - October 1993
Sun Life Financial January 1988 - May 1991
The Analytical Sciences Corporation January 1987 - January 1988
Central Catholic High School January 1986 - November 1986
Skills
Risk Management, Process Improvement, Change Management, Business Process..., Team Building
Education
George Mason University 1983 — 1985
BS, Mathematics
Sun Life Financial April 2013 - Present
Sun Life Financial March 2011 - April 2013
Sun Life Financial February 2000 - March 2011
Sun Life Financial August 1999 - February 2000
Sun Life Financial April 1997 - August 1999
Sun Life Financial October 1993 - April 1997
Sun Life Financial May 1991 - October 1993
Sun Life Financial January 1988 - May 1991
The Analytical Sciences Corporation January 1987 - January 1988
Central Catholic High School January 1986 - November 1986
Skills
Risk Management, Process Improvement, Change Management, Business Process..., Team Building
Education
George Mason University 1983 — 1985
BS, Mathematics
Prasanthan (Sean) Mahalingam's Sun Life Financial Experience May 2006 - July 2008
Job Financial services professional with extensive experience delivering quality service to clients
Industry Financial Services
Experience
Foresters April 2010 - July 2015
Foresters September 2008 - April 2010
Sun Life Financial May 2006 - July 2008
Sun Life Financial of Canada 2005 - 2008
Skills
Insurance, Training, Life Insurance, Process Improvement, Coaching, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Disability Insurance
Education
George Brown College 2006 — 2007
Certificate in Financial Planning
York University 1996 — 1998
BA, Political Science
Foresters April 2010 - July 2015
Foresters September 2008 - April 2010
Sun Life Financial May 2006 - July 2008
Sun Life Financial of Canada 2005 - 2008
Skills
Insurance, Training, Life Insurance, Process Improvement, Coaching, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Disability Insurance
Education
George Brown College 2006 — 2007
Certificate in Financial Planning
York University 1996 — 1998
BA, Political Science
Jeffrey Burk's Sun Life Financial Experience August 2010 - Present
Job Senior Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES COMPANY March 2003 - March 2010
STATE STREET CORPORATION March 1997 - December 2002
LIBERTY SECURITIES CORPORATION August 1995 - February 1997
KEYSTONE INVESTMENTS October 1988 - July 1995
STATE STREET CORPORATION October 1985 - September 1988
Education
Franklin & Marshall College
B.A, Accounting
Suffolk University
M.B.A
Sun Life Financial August 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES COMPANY March 2003 - March 2010
STATE STREET CORPORATION March 1997 - December 2002
LIBERTY SECURITIES CORPORATION August 1995 - February 1997
KEYSTONE INVESTMENTS October 1988 - July 1995
STATE STREET CORPORATION October 1985 - September 1988
Education
Franklin & Marshall College
B.A, Accounting
Suffolk University
M.B.A
Edwin Tan's Sun Life Financial Experience May 2013 - January 2014
Job IT Professional
Industry Information Technology and Services
Experience
Canada Loyal Financial February 2014 - January 2015
Sun Life Financial May 2013 - January 2014
WSIB March 2003 - November 2011
WSIB June 2000 - March 2003
KPMG 1998 - 2000
Gordon Capital 1996 - 1998
AIM Trimark Investments 1990 - 1993
Skills
Vendor Management, Management, Team Building, Public Speaking, Customer Service, Leadership, Coaching, Project Planning, Strategic Planning, Strategic Financial..., Investments, Finance, Networking, Employee Benefits, Financial Services, Risk Management, Personal Financial..., Retirement Planning, Multi-generational..., Special Needs Trusts, Wealth Management, Autism Spectrum..., Life Insurance, Insurance, Disability Insurance, Health Insurance, Small Business, Financial Analysis, Business Analysis, Workers Compensation, Relationship Management, Business Process..., Financial Risk, Training, Claim, Policy, Analysis, Process Improvement, System Architecture, Change Management, Financial Planning
Education
George Brown College
Small business Management, Business Administration and Management, General
Eastern Commerce
High School, Business Administration and Management, General
Canada Loyal Financial February 2014 - January 2015
Sun Life Financial May 2013 - January 2014
WSIB March 2003 - November 2011
WSIB June 2000 - March 2003
KPMG 1998 - 2000
Gordon Capital 1996 - 1998
AIM Trimark Investments 1990 - 1993
Skills
Vendor Management, Management, Team Building, Public Speaking, Customer Service, Leadership, Coaching, Project Planning, Strategic Planning, Strategic Financial..., Investments, Finance, Networking, Employee Benefits, Financial Services, Risk Management, Personal Financial..., Retirement Planning, Multi-generational..., Special Needs Trusts, Wealth Management, Autism Spectrum..., Life Insurance, Insurance, Disability Insurance, Health Insurance, Small Business, Financial Analysis, Business Analysis, Workers Compensation, Relationship Management, Business Process..., Financial Risk, Training, Claim, Policy, Analysis, Process Improvement, System Architecture, Change Management, Financial Planning
Education
George Brown College
Small business Management, Business Administration and Management, General
Eastern Commerce
High School, Business Administration and Management, General
Karen Baptiste's Sun Life Financial Experience July 1987 - March 2009
Job Executive Office Professional
Industry Executive Office
Experience
Art Gallery of Ontario November 2008 - Present
Sun Life Financial July 1987 - March 2009
Education
Seneca College of Applied Arts and Technology 1988 — 1988
Certificate, Economics
George Brown College 1983 — 1985
Business Administration
Art Gallery of Ontario November 2008 - Present
Sun Life Financial July 1987 - March 2009
Education
Seneca College of Applied Arts and Technology 1988 — 1988
Certificate, Economics
George Brown College 1983 — 1985
Business Administration
Dehlia Williams's Sun Life Financial Experience March 2005 - June 2010
Job Medical Office Administrator
Industry Insurance
Experience
Sun Life Financial March 2005 - June 2010
Education
George Brown College 2013 — 2015
Certificate, Medical Unit Clerk, A+
triOS College Business Technology Healthcare 2011 — 2011
Diploma, Medical Office Administration, Distinction
Sun Life Financial March 2005 - June 2010
Education
George Brown College 2013 — 2015
Certificate, Medical Unit Clerk, A+
triOS College Business Technology Healthcare 2011 — 2011
Diploma, Medical Office Administration, Distinction
Lynn Restuccia's Sun Life Financial Experience June 1981 - November 1985
Job Accountant at Paul A. Cerrone CPA
Industry Accounting
Experience
Cerrone, Graham & Shepherd, P.C. November 2013 - Present
Paul A. Cerrone CPA December 1993 - November 2013
Sun Life Financial June 1981 - November 1985
Skills
Accounting, Tax Preparation, Income Tax, Auditing, Financial Reporting, Tax, Tax Returns, Account Reconciliation, Financial Accounting
Education
Framingham State University
BS, Mathematics and Computer Programming
Cerrone, Graham & Shepherd, P.C. November 2013 - Present
Paul A. Cerrone CPA December 1993 - November 2013
Sun Life Financial June 1981 - November 1985
Skills
Accounting, Tax Preparation, Income Tax, Auditing, Financial Reporting, Tax, Tax Returns, Account Reconciliation, Financial Accounting
Education
Framingham State University
BS, Mathematics and Computer Programming
Fe Williams's Sun Life Financial Experience March 2013 - January 2015
Job Tax Accountant at Fevia Agency/Filing Taxes
Industry Accounting
Experience
Fevia Agency/Filing Taxes January 2015 - Present
Sun Life Financial March 2013 - January 2015
Fevia Agency/Filing Taxes January 2011 - March 2013
Blue Giant Equipment Corporation December 2007 - March 2008
Coca-Cola Bottling Co. Consolidated December 2004 - November 2007
Canada Revenue Agency December 2003 - December 2004
Magna International January 1998 - September 2001
Education
George Brown College 2008 — 2011
Business Administration Advanced Accounting, Accounting, 3 years- Diploma
George Brown College 2001 — 2003
Computer Programmer, Computer Programming, College-Diploma
University of Mindanao
Bachelor of Engineering (B.E.), Mechanical Engineering, Diploma
Fevia Agency/Filing Taxes January 2015 - Present
Sun Life Financial March 2013 - January 2015
Fevia Agency/Filing Taxes January 2011 - March 2013
Blue Giant Equipment Corporation December 2007 - March 2008
Coca-Cola Bottling Co. Consolidated December 2004 - November 2007
Canada Revenue Agency December 2003 - December 2004
Magna International January 1998 - September 2001
Education
George Brown College 2008 — 2011
Business Administration Advanced Accounting, Accounting, 3 years- Diploma
George Brown College 2001 — 2003
Computer Programmer, Computer Programming, College-Diploma
University of Mindanao
Bachelor of Engineering (B.E.), Mechanical Engineering, Diploma
Noel DeFaria's Sun Life Financial Experience June 2011 - Present
Job Director Strategy and Planning at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2011 - Present
TD February 2010 - June 2011
TD August 2006 - June 2011
TD January 2002 - August 2006
TD December 1982 - January 2002
Skills
Strategic Planning, IT Service Management, Business Process, Business Analysis, Management, ITIL Process, IT Strategy, SDLC, ITIL, Strategy, Project Portfolio..., Leadership, Project Planning, Outsourcing
Education
George Brown College 1979 — 1980
Business Administration and Management, General
Sun Life Financial June 2011 - Present
TD February 2010 - June 2011
TD August 2006 - June 2011
TD January 2002 - August 2006
TD December 1982 - January 2002
Skills
Strategic Planning, IT Service Management, Business Process, Business Analysis, Management, ITIL Process, IT Strategy, SDLC, ITIL, Strategy, Project Portfolio..., Leadership, Project Planning, Outsourcing
Education
George Brown College 1979 — 1980
Business Administration and Management, General
Lynda Crocker's Sun Life Financial Experience March 1992 - July 2013
Job Learning and Development Associate Director at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Delaware Life / Sun Life 2013 - 2015
Sun Life Financial March 1992 - July 2013
Skills
Needs Analysis, Process Improvement, Change Management, Training Delivery, Insurance, Training, Performance Management, Employee Engagement, Coaching, Instructional Design, Workshop Facilitation, Leadership Development, Talent Management, Employee Training, Blended Learning, Customer Service, Leadership
Education
Southern New Hampshire University
Master's degree
Framingham State University
Bachelor's degree
Delaware Life Insurance Company August 2013 - Present
Delaware Life / Sun Life 2013 - 2015
Sun Life Financial March 1992 - July 2013
Skills
Needs Analysis, Process Improvement, Change Management, Training Delivery, Insurance, Training, Performance Management, Employee Engagement, Coaching, Instructional Design, Workshop Facilitation, Leadership Development, Talent Management, Employee Training, Blended Learning, Customer Service, Leadership
Education
Southern New Hampshire University
Master's degree
Framingham State University
Bachelor's degree
Joe Gallerani's Sun Life Financial Experience October 2011 - Present
Job New Business and Underwriting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
sunlife financial 1988 - 2011
sunlife financial 1988 - 2011
sun life financial 1988 - 2011
Education
Framingham State University
Sun Life Financial October 2011 - Present
sunlife financial 1988 - 2011
sunlife financial 1988 - 2011
sun life financial 1988 - 2011
Education
Framingham State University
Peter F. DiBona, BS, RDH's Sun Life Financial Experience November 1999 - September 2002
Job Registered Dental Hygienist at The Dental Office of Dr. Lawrence B. DiBona, D.D.S, P.C
Industry Hospital & Health Care
Experience
Boston University School of Dental Medicine March 2014 - Present
The Dental Office of Dr. Lawrence B. DiBona, D.D.S, P.C October 2012 - Present
Waste Management December 2005 - September 2006
ARAMARK March 2004 - March 2005
RCN October 2002 - March 2004
Sun Life Financial November 1999 - September 2002
Skills
Customer Service, Research, Public Speaking, Sales, Account Management, Team Building, Strategic Planning, Leadership, Sales Process, Healthcare, New Business Development, Microsoft Office, Management, Marketing, Training
Education
Massachusetts College of Pharmacy and Health Sciences 2009 — 2012
BS, Advanced Dental Hygiene
Framingham State College 2006 — 2009
Biology, Pre Dental
University of New Hampshire 1997 — 1999
BA, Communication
University of New Hampshire 1994 — 1997
AS, Buisness Managment
The Rivers School 1990 — 1994
Boston University School of Dental Medicine March 2014 - Present
The Dental Office of Dr. Lawrence B. DiBona, D.D.S, P.C October 2012 - Present
Waste Management December 2005 - September 2006
ARAMARK March 2004 - March 2005
RCN October 2002 - March 2004
Sun Life Financial November 1999 - September 2002
Skills
Customer Service, Research, Public Speaking, Sales, Account Management, Team Building, Strategic Planning, Leadership, Sales Process, Healthcare, New Business Development, Microsoft Office, Management, Marketing, Training
Education
Massachusetts College of Pharmacy and Health Sciences 2009 — 2012
BS, Advanced Dental Hygiene
Framingham State College 2006 — 2009
Biology, Pre Dental
University of New Hampshire 1997 — 1999
BA, Communication
University of New Hampshire 1994 — 1997
AS, Buisness Managment
The Rivers School 1990 — 1994
Jay R. Soule's Sun Life Financial Experience November 1989 - June 1999
Job Transporter at LPA, Inc.
Industry Transportation/Trucking/Railroad
Experience
LPA, Inc. January 2000 - Present
Downeast Energy September 1999 - March 2005
Sun Life Financial November 1989 - June 1999
Skills
Inventory Management, Microsoft Office, Team Building, Microsoft Word, Management, Access, PowerPoint, Public Speaking, Customer Service, Sales, Microsoft Excel
Education
Framingham State College 1986 — 1989
BA, Economics
LPA, Inc. January 2000 - Present
Downeast Energy September 1999 - March 2005
Sun Life Financial November 1989 - June 1999
Skills
Inventory Management, Microsoft Office, Team Building, Microsoft Word, Management, Access, PowerPoint, Public Speaking, Customer Service, Sales, Microsoft Excel
Education
Framingham State College 1986 — 1989
BA, Economics
Jesica Partin's Sun Life Financial Experience May 2013 - Present
Job Group Premium Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Starbucks July 2009 - April 2013
Education
Framingham State College 2009 — 2013
Bachelor's degree, Political Science and Government
Sun Life Financial May 2013 - Present
Starbucks July 2009 - April 2013
Education
Framingham State College 2009 — 2013
Bachelor's degree, Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.