Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
CCK Solutions April 2014 - Present
Hewlett-Packard April 2013 - March 2014
John Muir Health February 2012 - March 2013
Sun Life Financial January 2011 - March 2012
MSA - The Safety Company November 2010 - January 2011
Syngenta October 2010 - November 2010
British Petroleum May 2010 - August 2010
British Petroleum January 2010 - June 2010
ADP November 2009 - February 2010
ADP/BPO British Petroleum January 2009 - February 2010
Skills
Payroll, Benefits Administration, Business Process..., Unit Testing, User Acceptance Testing, Testing, Quality Assurance, SAP HR, Human Resources, Employee Benefits, SAP, Personnel Management, Integration, ADP Payroll, Performance Management, SAP Implementation, HRIS, ERP, Management, Business Process Design, Business Analysis, Recruiting, SDLC, Business Process..., PMP, Project Portfolio..., Consulting, Enterprise Software, Business Process, Training, Vendor Management, Data Conversion, Change Management, Software Documentation, Process Improvement, Resource Management
Education
Grand Valley State University 1993 — 1997
Bachelors, Public Administration/Business Administration
Grand Valley State University
Bachelor, Public Administration
TMX Group December 2014 - Present
TMX Group December 2013 - December 2014
Sun Life Financial November 2004 - June 2012
Sun Life Financial March 2001 - November 2004
Sun Life Financial May 2000 - March 2001
Sun Life Financial June 1995 - May 2000
Sun Life Financial January 1995 - May 2000
Sun Life Financial April 1990 - January 1995
Sun Life Financial March 1977 - April 1990
Skills
Ressources humaines, Pratiques en matière..., Gestion et recrutement..., Gestion de personnel, Gestion du changement..., Human Resources, Performance Management, transition de carrière, médiation, consultation, formation, gestion de projets, Orientation client, Orientation des..., Gestion du rendement, Certification Lominger..., Programme de coaching..., Team Building, Efficacité..., Développement..., Change Management
Education
HEC Montréal 2001 — 2004
Gestion d'entreprise
Montreal November 2012 - Present
Sun Life Financial November 2013 - November 2014
Desjardins Financial Security May 2008 - November 2012
Industrielle Alliance August 2005 - January 2007
Morneau Shepell August 2003 - September 2004
SSQ Groupe financier Financial Group May 1996 - December 2002
Skills
Pensions, Retirement, Investments, Group Benefits Plans, New Business Development, Contract Negotiation, Sales Presentation..., Client Relations Skills, Retirement Planning, Insurance, Mutual Funds, Financial Services, Strategic Financial..., Employee Benefits, Wealth Management, Asset Management, Assurance
Education
HEC Montréal
BA, Marketing
Sun Life Financial September 2015 - Present
Sun Life Financial January 2012 - Present
Sun Life Financial December 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) November 2008 - November 2009
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.) February 2005 - September 2007
Skills
Series 63, Series 6, Series 7, Sales Management, Sales Coach, Mentoring, New Business Development, Consultative Selling, Retirement Planning, Customer Service, Annuities, Public Speaking, Team Building, Business Relationship..., National Accounts, Siebel, Health Insurance, Life Insurance, 401k, Sales, Retirement, Mutual Funds, Fixed Annuities, Employee Benefits, Variable Annuities, FINRA, Separately Managed..., Financial Services, Insurance, Management, Relationship Management, Investments, Wealth Management, Securities, Leadership
Education
Gettysburg College 2000 — 2004
BA, Political Science, cum laude
The University of Queensland 2002 — 2002
Study Abroad
The Bryn Mawr School for Girls 1992 — 2000
High School
Sun Life Financial August 2014 - Present
Sun Life Financial June 2013 - August 2014
BNY Mellon November 2011 - May 2013
Skills
Finance, Financial Analysis, Microsoft Excel, Investments
Education
Isenberg School of Management, UMass Amherst 2008 — 2011
Harvard Extension School
Master's degree, Finance, General
Sun Life Financial November 2011 - Present
CCSU-ITDB/Bristol Hospital January 2011 - August 2011
The Hartford May 2008 - January 2011
The Hartford August 2004 - May 2008
CIGNA May 2001 - August 2004
CIGNA August 1998 - May 2001
MASS MUTUAL August 1990 - August 1998
Skills
Underwriting, Product Management, Insurance, Leadership, Term Life Insurance, Financial Risk, Financial Services, Finance, Financial Analysis, Claim, Reinsurance, Customer Service, Strategic Planning, Property & Casualty..., Fixed Annuities, Workers Compensation
Education
Central Connectict State University, ITBD 2011 — 2011
Total Quality Management
Guilford College
Bachelor of Arts, English Major; Communications and Management Minor
Sun Life Financial June 2014 - Present
Sun Life Financial July 2013 - June 2014
GP Homestay January 2012 - July 2013
The Cambridge Institute of International Education November 2011 - July 2013
Taizhou University August 2010 - June 2011
罗湖外语学校 September 2009 - June 2010
Skills
Sales, Writing, Research, Editing, Chinese, International Education, Public Speaking, Social Media, Blogging, PowerPoint, Teaching, Event Planning, International Relations, Tutoring, English
Education
Grinnell College 2005 — 2009
Bachelor's degree, Chinese
Sun Life Financial January 2000 - Present
Skills
Mutual Funds, Pensions, Retirement, Retirement Planning, Employee Benefits, Investments
Education
Université de Montréal - HEC Montréal
Bachelor in business, HR & Management
Mercer May 2012 - Present
SSQ Financial Group November 2007 - May 2012
Sun Life Financial 2005 - 2007
Maritime Life 2000 - 2005
Skills
Employee Benefits, Pensions, Insurance, Health Insurance, Coaching, Disability Insurance, Underwriting, Retirement, Life Insurance, Management, Leadership, Change Management
Education
HEC Montréal 2000 — 2002
Université de Montréal 1995 — 1998
Bachelor of Science (B.Sc.)
Collège Jean-Eudes 1988 — 1993
Sun Life Financial January 2015 - Present
Hartford Hospital March 2012 - Present
St. Francis Hospital May 2011 - August 2011
Bristol Hospital January 2011 - April 2011
Sarah J. Rawson school January 2011 - April 2011
Johnson Memorial Medical Center September 2010 - December 2010
Ruby Tuesday March 2009 - September 2010
Seabury Nursing Home January 2010 - April 2010
Sun Life Financial March 2007 - October 2008
Integrated Disability Resources May 2003 - October 2005
Skills
Cpr Certified, Microsoft Office, Medical, Health, Customer Service, Word, PowerPoint, Healthcare, Medicine, IV Certified, Patient Education, Hospitals
Education
Goodwin College 2008 — 2011
Associate of Science, Nursing
Westfield State College 1997 — 2004
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Guardian Life January 2014 - Present
CLS Partners December 2011 - December 2013
Sun Life Financial June 2010 - December 2011
Lincoln Financial Group April 2004 - June 2010
Unum March 2001 - March 2004
Skills
Dental, Employee Benefits, Insurance, Benefits, New Business Development, Dentistry, Disability Insurance, Management, Strategic Planning, Sales, Human Resources, Life Insurance, Benefits Administration, Leadership, Health Savings Accounts, Health Insurance, Customer Service, Underwriting, 401k, Account Management, Brokers, Business Planning
Education
Grand Valley State University 1996 — 2000
Bachelor Of Science, Advertising and Public Relations
FS Financial Strategies January 2011 - Present
Canada Financial Inc. (Affiliated) January 2005 - January 2010
London life / Great-West Lifeco Inc January 1999 - January 2005
Sun Life Financial January 1995 - January 1999
New York Life Insurance Company January 1990 - January 1995
Skills
Insurance, Financial Planning, Investments, Customer Relations, Strategic Planning, Budgeting, Customer Service, Budgets, Finance, Pensions, Sales, Training, Strategic Financial...
Education
Harvard Business School 1980 — 1981
M.B.A., Finance
Abadan Institute of Technology 1961 — 1964
Master of Art, Business Administration
Harvard University June 2015 - August 2015
TRILLIUM - Labs - Trading - Funds June 2014 - July 2014
Rosenzweig Financial May 2014 - June 2014
Terra Firma Capital Corporation October 2013 - April 2014
York Capital Management May 2013 - August 2013
Sun Life Financial April 2013 - May 2013
Equisi Tax & Investment Consulting June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Time Management, Research, Event Planning, Customer Service, Leadership, Microsoft Excel..., Fundraising, Marketing, English
Education
Harvard University 2015 — 2015
Harvard Summer School, Economics-Private Equity
York University 2011 — 2015
Accounting and Finance
Sun Life Financial October 2011 - Present
CIBC March 2011 - September 2011
CIBC March 2010 - March 2011
CIBC January 2009 - March 2010
CIBC May 2007 - January 2009
Goodrich Landing Gear November 2005 - April 2007
Skills
Cybercrime, Cyber Defense, Information Security..., CISSP, Security Audits, Security Awareness, Security Policy, Threat & Vulnerability..., Information Security, Computer Security, Security Architecture..., Security, Vulnerability Assessment, Application Security, Vulnerability Management, Network Security, Governance
Education
Harvard University
Strategic Business Management Program
Ryerson University
Certified Information Systems Security Professional (CISSP)
Sheridan College
Computer Science
Sun Life Financial August 2012 - August 2013
Cap Idéal 2009 - August 2012
Cap Idéal 2009 - August 2012
Skills
Expatriate Management, Time Management, French, New Hire Orientations, Coaching, English, Staff Development, Microsoft Office, Relocation, Project Management, Talent Management, Customer Service, Spanish, Microsoft Excel, Translation
Education
HEC Montreal 2009 — 2014
BAC, Gestion d'entreprise
HEC Montreal 2009 — 2011
Certificat, Gestion des ressources humaines
Collège Lasalle 2008 — 2008
AEC : Consultant en immigration, Immigration
Alice Parizeau
Alice Parizeau
Henri-Bourassa
Henri-Bourassa
Vanier College
Vanier College
The Debt Exchange May 2007 - Present
Sun Life Financial January 2004 - April 2007
Skills
Valuation, Portfolio Management, Marketing Strategy, Financial Analysis, Selling, Financial Structuring, Loans, Venture Capital, Capital Markets, Real Estate, Mergers & Acquisitions, Fixed Income, Real Estate Development, Equities, Project Management, Real Estate Economics, Start-ups, Banking, Commercial Mortgages, Asset Management, Business Development, Due Diligence, Investments, Private Equity, Credit Analysis, Capital Raising, Financial Modeling, Commercial Real Estate, Martial Arts, Real Estate Due..., Mortgage Lending, Distressed Debt, Debt Restructuring, Credit Risk, Credit Derivatives
Education
Harvard University 1987 — 1991
Sun Life Financial October 2013 - Present
Sun Life Financial October 2011 - October 2013
Skills
Retirement Planning, Mutual Funds, DES, Financial Planners, New Business Development
Education
HEC Montréal 2008 — 2011
Bachelor, Marketing - Management
Centre de formation Paul Emile Dufresne 2006 — 2007
D.E.P., Sales
Commission de la Construction du Québec August 2012 - Present
Imperial Tobacco Ltée December 2010 - July 2011
Sun Life Financial June 2008 - May 2009
Société de transport de Montréal January 2008 - May 2008
Sears Canada July 2006 - December 2007
KLAXCAR January 2003 - December 2003
CLOS D'AGUZON December 2001 - April 2002
Ministry of Defense May 1991 - July 2001
Skills
French, Leadership, Team Leadership, Management, Customer Service, English, Arabic, International Business..., Russian, Spanish, Italian, Public Administration, Africa
Education
HEC Montréal 2007 — 2014
Certificate in International Business, Import-Export Strategies and Operations
Université de Montréal - HEC Montréal 2007 — 2014
Certificate, International Business
Cégep André-Laurendeau 2010 — 2010
Collegial Certificate, Traffic, Customs, and Transportation Clerk/Technician
Great-West Life February 2009 - Present
Great-West Life November 2006 - February 2009
Financement agricole Canada March 2006 - November 2006
Sun Life Financial 2002 - 2004
Skills
Service client
Education
Université du Québec en Outaouais 2005 — 2009
Certificat, Santé et sécurité au travail
2001 — 2004
Certificat, Informatique pour gestionnaire
1995 — 1997
Certificat, Gestion du Marketing
Collègue Bois-de-Boulogne 1992 — 1995
DEC, Techniques administratives, option marketing
Sun Life Financial August 2011 - Present
Great-West Life February 2009 - July 2011
Caisse de dépôt et placement du Québec March 2005 - October 2008
Standard Life September 1998 - February 2005
Skills
Real Estate Lending, Commercial Real Estate, Investments, Commercial Mortgages, Mortgage Lending, Real Estate Financing, Real Estate, Asset Management, Portfolio Management, Valuation, Corporate Finance, Underwriting, Due Diligence, Loans, Real Estate Economics, Finance, Credit Analysis, Disposition, Financial Modeling, Investment Properties, Structured Finance, Financial Analysis
Education
McGill University 1984 — 1988
Certificate, Applied Real Estate
HEC Montréal 1981 — 1984
Bachelor of Commerce, Finance
Sun Life Financial April 2012 - Present
Sun Life Financial December 2009 - April 2012
Sun Life Financial April 2008 - December 2009
Softbridge Microsystems Ltd September 1985 - February 1988
Interactive Data Corporation September 1983 - September 1985
Interactive Data Corporation January 1981 - September 1983
Chase Econometrics September 1980 - January 1982
Skills
Value Added Selling, Continuing Education..., Adult Learning, Sales Training, Relationship Management
Education
Goucher College 1976 — 1980
BA, Economics
BDO Canada January 2015 - Present
Groupe AIDAe August 2014 - May 2015
Groupe AIDAe August 2013 - September 2014
Comité HEChange January 2013 - December 2013
Sun Life Financial May 2013 - September 2013
Fleurs au Carré [Gestion au carré inc.] April 2010 - July 2012
Education
HEC Montréal 2011 — 2014
Baccalauréat en administration des affaires (B.A.A.), Comptabilité professionnelle, CPA
National University of Singapore
Échange universitaire
Security Benefit April 2014 - Present
Fairfield Advisors May 2013 - April 2014
Executive Consultant June 2011 - May 2013
Factor Advisors, LLC November 2010 - June 2011
SUN LIFE FINANCIAL February 2005 - June 2009
SMITH BARNEY December 1994 - February 2005
Smith Barney August 2001 - January 2005
Smith Barney January 2003 - January 2004
Smith Barney January 1999 - August 2001
Smith Barney January 1996 - January 1999
Skills
Series 3, Series 7, Series 24, Series 63, Life and Health, NJ, Mutual Funds, Annuities, ETFs, Wealth Management, Investments, Customer Relations, Team Building, Sales Management, Asset Management, Financial Planning, Budgeting, National Account..., Key Account Management, Business Planning, Distribution, Insurance, New Business Development, Public Relations, Retail, Team Leadership, Due Diligence, Fixed Annuities, Account Management, Financial Advisory, Strategic Financial..., Alternative Investments, Sales, Financial Services, Strategy, Relationship Management, Leadership, Banking, Equities, Finance, Management, Securities, Executive Management, FINRA
Education
Gettysburg College 1980 — 1984
BA, Business Administration
Sun Life Financial June 2014 - August 2014
Saskatchewan Intercultural Association April 2012 - June 2013
Sustainability Excellence September 2010 - October 2011
AIESEC Canada June 2008 - June 2009
AIESEC Qatar September 2007 - May 2008
Skills
Corporate Social..., Sustainability Reporting, Stakeholder Engagement, Sustainability..., Climate Change, Project Management, Sustainable Development, Sustainability, Sustainable Business, Environmental Policy, Social Entrepreneurship, Community Development, Environmental..., Proposal Writing, Strategy, Nonprofits, Leadership, Leadership Development, Public Speaking, Training, Cross-functional Team..., Coaching, Fundraising, Management, Business Strategy, Strategic Planning
Education
Université de Montréal - HEC Montréal 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management
The University of Calgary 2002 — 2007
B.A., Political Science
The University of Calgary 2002 — 2007
B.A., Urban Studies
TELUS Business Solutions July 2014 - Present
Ogilvy Montréal August 2013 - April 2014
Cossette November 2011 - July 2013
ilasallecampus 2013 - 2013
Gendron Communication February 2011 - November 2011
Sun Life Financial January 2009 - February 2011
Belanger UPT January 2005 - December 2009
Skills
Graphic Design, Marketing Communications, Advertising, Social Media Marketing, Marketing Strategy, Public Relations, Creative Direction, Corporate Communications, Marketing, Integrated Marketing, Direct Marketing, Internal Communications
Education
HEC Montréal / MosaiC 2012 — 2012
École d'été, Mangement de la création dans la société de l'innovation
2010 — 2012
DESS, Communication marketing
2008 — 2010
Certificat, Gestion du marketing
Université Laval 2000 — 2003
Baccalauréat, Design Graphique
Université de Montréal November 2013 - Present
BBA May 2010 - May 2013
Banque Laurentienne September 2009 - April 2010
National Bank of Canada April 2006 - February 2009
Sun Life Financial April 2002 - November 2005
Skills
French, English, Finance, Financial Analysis, Investments, Project Finance, MS Project, Portfolio Management, Business Strategy, Strategic Financial..., Microsoft Excel, PRISM Project, Analyse financière, Français, Investissements, Stratégie commerciale
Education
HEC Montréal 2008 — 2009
Certificat, Gestion de projet
ESG 1998 — 2001
Administratiom, Finance
Collège Jean de Brébeuf 1995 — 1997
Collège de Montréal 1990 — 1995
Sun Life Financial July 2014 - Present
RBC Wealth Management June 2013 - February 2014
La Capitale July 2012 - February 2013
Desjardins May 2010 - December 2011
SRA September 2009 - April 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, English, Financial Analysis, French, Business Analysis, Mutual Funds, Portfolio Management, Finance, Customer Service, Financial Planning
Education
HEC Montréal 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Mercedes-Benz Canada March 2013 - September 2015
Sun Life Financial March 2011 - March 2013
Toronto Auto Brokers September 2006 - March 2011
Skills
Customer Retention, Customer Satisfaction, Client Prospecting, Needs Analysis, Estate Planning, Strategic Planning, Retail Sales, Strategic Financial..., Needs Assessment, Financial Advisory, Financial Planning, Retirement Planning, Retirement, Mutual Funds, Financial Services, Wealth Management, Savings, Insurance, Pensions, Long Term Care, Retirement Savings, Strategic Prospecting, Wealth Transfer, personal health..., Segregated Funds, RRSP, RESP, Employee Benefits, Financial Planners, Health Insurance, Long Term Care Insurance, Long-term Care, Wealth, Wealth Management..., Financial Advice, Insurance Planning, Commercial Sales, Lead Cultivation, Customer Service, Disability Insurance, Sales Prospecting, Investments, Value Based Selling
Education
Georgian College 2003 — 2005
Diploma, Automotive marketing
York University 1999 — 2002
B.A., Business
Standard Life December 2014 - Present
HEC Montréal August 2013 - September 2014
Sun Life Financial July 2014 - August 2014
Scotiabank January 2011 - April 2013
Scotiabank September 2010 - January 2011
Scotiabank January 2009 - September 2010
Skills
Financial Analysis, Finance, Technical Analysis, Securities, Sales, Stock Market, Stock Trading, Foreign Exchange, Certified Financial..., Financial Planners, CFA, Entrepreneurship
Education
Université de Montréal - HEC Montréal 2013 — 2014
Master of Business Administration (MBA), finance, marketing
CFA institute 2012 — 2013
candidat au niveau II du CFA, Investments and Securities
UQAM 2006 — 2008
B.A.A, spécialisation finance, 3.85 / 4.3
Sun Life Financial 2015 - Present
Towers Watson 2014 - 2015
Medisys/Plexo 2012 - 2014
RONA Inc. 2011 - 2011
Sun Life Financial 2007 - 2010
Sun Life Financial 2005 - 2007
Standard Life 2000 - 2005
Skills
Occupational Health, Health Promotion, Employee Benefits, Disability Management, Human Resources, Employee Wellness, Management, Insurance, Employee Relations
Education
Université du Québec à Montréal
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Université du Québec à Montréal 2010 — 2012
Associate, Occupational Health and Safety
Université du Québec à Montréal 2010 — 2010
Certificate, Human Ressources Management
HEC Montréal 2008 — 2008
Mieux communiquer avec son auditoire
National Quality Institute (NQI) 2008 — 2009
Certified Excellence Professional, Certified Excellence Professional (CEP)
CEGEP Edouard-Montpetit 1993 — 1996
DEC, Sciences humaines
Sun Life Financial February 2013 - Present
American Express Business Travel May 2011 - February 2013
American Express Business Travel September 2008 - June 2011
Skills
Business Analysis, Process Improvement, Access, Leadership, Management, SQL, Finance, Service Delivery, Business Process..., Business Process, Databases, Analysis, Business Intelligence, Analytics, Data Analysis
Education
HEC Montréal 2011 — 2014
MBA
McGill University 1998 — 2002
Bachelor, Computer Science
Sun Life Financial May 2015 - Present
CGI August 2010 - May 2015
CGI July 2009 - August 2010
EF English First May 2008 - July 2009
JeffSararas.ca April 2004 - April 2008
ESL Job Project May 2003 - March 2008
Skills
Mobile Strategy, Leadership, Project Management, Social Media Marketing, Google Analytics, Management, Product Development, Product Management, Applicant Tracking..., Process Improvement, Salesforce.com, Mobile Design, Business Development, SEO, Account Management, SharePoint
Education
University of Toronto 2012 — 2015
Business Information Technology Management
Shanghai Jiao Tong University
Mandarin Chinese
Georgian College
Advertising
Sun Life Financial August 2012 - Present
Medavie Blue Cross June 2011 - August 2012
Medavie Blue Cross August 2009 - June 2011
Casacom August 2008 - August 2009
Nurun November 2006 - May 2008
Nurun October 2005 - November 2006
Hip Interactive August 2004 - July 2005
Skills
Project Management, Team Leadership, Management, Scrum, Strategic Planning, Agile Methodologies, Production Management, Team Management, Conflict Management, Human Resources, Social Media Marketing, Marketing, Social Media, Microsoft Office, Microsoft Project, Coaching, Communication, E-commerce, Microsoft Excel
Education
Université de Montréal 2014 — 2016
Certificate, Minor in Video Game studies
HEC Montréal 2012 — 2014
Certificate, Project Management
HEC Montréal 2010 — 2012
Certificate, Administration
Collège Édouard-Montpetit 2002 — 2004
Techniques d'intégration multimédia
Collège Édouard-Montpetit 2001 — 2002
Microédition Hypermedia
Financière Sun Life January 2015 - Present
Sun Life Financial August 2014 - December 2014
Ordre des administrateurs agréés du Québec 2011 - 2014
Réseau des ingénieurs du Québec (Corporation de services des ingénieurs du Québec) 2006 - 2011
De Serres 2005 - 2006
Hartco 2000 - 2005
Shirmax Fashions 1994 - 1997
Classy Formal Wear 1985 - 1994
Skills
Management, Change Management, Business Development, Product Management, Strategic Planning, Competitive Analysis, Organizational..., Marketing et stratégie, Negotiation, Marketing, Business Strategy, Account Management, Finance, Analysis, Sales, Program Management, Négociation, Training, Life Insurance, Stratégie commerciale, Planification..., Développement commercial, Stratégie, Vente, Strategy
Education
2005 — 2008
MBA, Executive MBA
2005 — 2008
MBA, Executive MBA
1986 — 1991
B. Sc., Marketing, Law, Human Ressources, Advertising
Institut IFSE 2014 — 2014
Fonds communs de placements au Canada (CFIC)
Autorité des marchés financiers 2014 — 2014
Permis en assurance de personnes
Autorité des marchés financiers 2014 — 2014
Permis de Représentant de courtier (Épargne collective)
Institut IFSE 2015 — 2015
Cours à l'intention des directeurs de succursales, Fonds communs de placement
Capital Markets Firm January 2015 - Present
Capital Markets Firm June 2011 - January 2015
Penn State University August 2009 - May 2011
Capital Markets May 2010 - August 2010
Sun Life Financial January 2008 - August 2009
Sun Life Financial November 2006 - December 2007
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Modeling, Fixed Income, Bloomberg, Investments, Valuation, Finance, Derivatives, Mutual Funds
Education
Penn State University 2009 — 2011
MBA, Finance
Gettysburg College 2001 — 2005
BS, Mangement and Political Science
A&W Food Services of Canada Inc. January 2015 - Present
FreshInsights Consulting September 2013 - November 2014
Research In Motion January 2012 - August 2012
Sun Life Financial September 2010 - December 2010
Maksteel April 2010 - August 2010
Skills
Team Leadership, Teamwork, Data Analysis, Social Media, Customer Service, Project Planning, Microsoft Office, Analytics, Public Speaking, Project Management, Relationship Management, Consulting, Conflict Resolution, Debate, Case Analysis, Stakeholder Engagement, Community Management, Content Strategy, Test Cases, User Experience, User Interface, Process Improvement, Product Forecasting, Business Case, Public Relations, Customer Support
Education
Goodman School of Business at Brock University 2008 — 2013
Honours Bachelor of Business Administration (Co-op), General Management
University of South Australia 2011 — 2011
International Exchange
Sun Life Financial March 2015 - Present
Buildingi March 2012 - 2013
Symcor 2008 - 2011
CoreNet Global 1998 - 2011
Skills
Facilities Management, Corporate Real Estate, Real Estate, Contract Negotiation, Strategic Planning, Leadership, Contract Management, Leases, Sustainability, Business Development, Management, Strategy, Business Strategy, Business Dev, Lease Negotiations, Mergers & Acquisitions, Budgets, Vendor Management, Project Management, Negotiation, Project Planning, Program Management, Change Management, Process Improvement, Cross-functional Team..., Operations Management, Outsourcing, New Business Development, Procurement, Team Leadership, Business Process..., Team Building, Due Diligence, Business Analysis, Construction, Portfolio Management
Education
Corenet Global
SLCR Designation- Senior Leader Corporate Real Estate
Northeastern University
Business and Finance
Parsons School of Design
BA, Design
The Cooper Union for the Advancement of Science and Art
Design and Applied Arts
Harvard University Graduate School of Design
Executive Studies- Project Management
Sun Life Financial March 2015 - Present
Sun Life Financial July 2013 - March 2015
Sun Life Financial May 2010 - June 2013
Eusonia Records May 2009 - August 2009
Skills
Project Management, Research, Social Media, Data Analysis, Team Leadership, Market Research, Financial Analysis, Business Strategy, Leadership, Entrepreneurship, Analysis, Cross-functional Team..., Management
Education
Harvard University 2011 — 2012
Graduate-level non-degree Extension School classes, Enterprise Management
Skidmore College 2007 — 2010
BS, Management and Business
Waterford Kamhlaba, UWC 2001 — 2002
International Baccalaureate, Economics, Mathematics, Physics
Sun Life Financial December 2010 - Present
Transcontinental June 2010 - November 2010
Paris Re August 2007 - May 2010
Education
Université de Sherbrooke 2009 — 2014
Master, Taxation
HEC Montreal 2000 — 2004
BAA, Finance et Comptabilité
Financière Sun Life March 2011 - Present
Sun Life Financial September 2004 - March 2011
Financière Sun Life January 2000 - September 2004
Skills
Insurance, Change Management, Project Management, Team Leadership, Coaching, Strategic Planning, Lotus Notes, Marketing Communications, Customer Service, French, Leadership, English
Education
Université de Montréal - HEC Montréal 2014 — 2016
Certificat en Leadership organisationnel, Management
HEC Montréal 1998 — 2000
Administration
Sun Life Financial January 2011 - Present
American Express Business Travel 2005 - January 2011
Groupe Encore I.T.S. January 2003 - February 2005
The Gazette 2005 - 2005
Equifax 1999 - 2002
Bell Professional Services 1994 - 1999
Skills
Strategic Leadership, Performance Management, Organizational..., Performance Measurement, Change Management, Strategic Planning, Coaching, Business Strategy, Operations Management, Leadership, Team Management, Team Leadership, Call Center, Insurance, Business Planning, Employee Benefits, Call Centers, Budgets, Management
Education
HEC Montréal 1995 — 1999
MBA, General Management
CEGEP Lionel-Groulx 1977 — 1980
DEC, Marketing
RBC Insurance June 2004 - Present
Unum 1999 - 2004
Sun Life Financial 1997 - 1998
Paul Revere Life Insurance Co 1994 - 1998
London Life 1991 - 1993
Skills
Disability Insurance, Insurance, Group Benefits, Long Term Care, Employee Benefits, Health Insurance, Sales Management, Critical Illness, Benefits, Long-term Care, Strategic Financial..., Term Life Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Long Term Care Insurance, Retirement, Financial Planners, Assurance
Education
Université de Montréal - HEC Montréal 1987 — 1990
B.A.A., Marketing - Gestion Internationale
MassMutual Financial Group 2012 - Present
Sun Life Financial January 2007 - March 2012
Caryl Falvey Marketing Associates January 1999 - January 2006
Liberty Financial Bank Group January 1993 - January 1996
Webster Bank January 1988 - January 1994
Rockland Trust Company January 1986 - January 1988
Skills
Series 6, Series 63, Alternative Investments, Series 7, Fixed Annuities, Mutual Funds, Marketing Strategy, Variable Annuities, Marketing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1992
MBA, Marketing
Hartwick College 1982 — 1982
BA, Economics
SUN LIFE FINANCIAL September 2011 - Present
IQPF 1999 - Present
AXA March 2008 - October 2011
SFL SERVICES FINANCIERS (DSF) 2005 - 2008
Sun Life Financial 2000 - 2005
Fiducie Desjardins 1997 - 2000
Skills
Financial Planning, Tax, Investments, Insurance, Wealth Management, Retirement Planning, Income Tax, Estate Planning, Strategic Financial..., Finance, Mutual Funds, Risk Management, Financial Analysis, Financial Planners, Financial Advisory, Retirement
Education
McGill University 1992 — 1994
Dip.tax., TAXATION
Université de Sherbrooke 1990 — 1993
LL.B., LAW
HEC Montréal 1987 — 1990
BAA, FINANCE
Ecole Barreau
Excel Gestion Privée January 2015 - Present
Protecto.ca January 2012 - Present
Sun Life Financial November 2008 - January 2012
GoFly.ca travel agency March 2004 - January 2010
Investors Group January 2008 - November 2008
Skills
Investments, Insurance, Mutual Funds, Retirement Planning, Financial Planning, Term Life Insurance, Financial Analysis, Health Insurance, Disability Insurance, Annuities, Critical Illness, Fixed Income, Insurance Planning, Segregated Funds, Retirement Savings, Fixed Annuities, Strategic Financial..., Wealth Management, Financial Planners
Education
HEC Montréal 2000 — 2000
certificat, commerce
National Aviation University Ukraine, Kiev 1987 — 1993
B.Sc, mechanics
Sasovo Flying School, Sasovo, Russia 1983 — 1986
airline pilot, pilot
Deloitte June 2015 - Present
Sun Life Financial November 2014 - June 2015
BDC June 2013 - September 2014
Sandoz May 2012 - August 2012
Skills
Performance Management, Talent Management, Recruiting, Teamwork, SAP, Customer Service, Leadership, Strategic Planning, Team Leadership, Project Management, English, Microsoft Excel, Microsoft Office, PowerPoint
Education
HEC Montréal 2010 — 2013
Bachelor of Business Administration (B.B.A.)
McGill University 2010 — 2010
Certificate of Proficiency in English
Sun Life Financial 2014 - 2014
Empire Life 2012 - 2014
Manulife Financial 2006 - 2011
Manulife Financial 2003 - 2006
State Street 2001 - 2003
Placements Elantis inc. 1999 - 2001
Skills
Possess strong..., Extensive communication..., Experienced at..., Experience working..., Able to meet tight..., Proven ability to..., Ability to multi-task, Work under pressure, A strong..., Excellent time..., Time Management, Finance, Analysis, Human Resources, Management, Teamwork, Business Planning, Business Development, Customer Service, Leadership, New Business Development, Accounting, Employee Benefits, Portfolio Management, Insurance, Investments, Financial Risk, Risk Management, Microsoft Excel, Financial Analysis, Corporate Finance, Mutual Funds, Underwriting, Strategic Financial..., Business Analysis, Process Improvement, Financial Services, Strong Entrepreneurial..., Financial Modeling, Banking, Relationship Management, Change Management, Strategy, Asset Management, Business Strategy, Business Process..., Team Management, Performance Management, Management Consulting, Strategic Planning
Education
International Foundation of Employee Benefit Plans 2015 — 2015
Group Insurance, GBA (US) - Group Benefits Associate
International Institute of Business Analysis (IIBA)
CCBA, Certification of Competency in Business Analysis
Project Management Institute (PMI)
PMP, Project Management Professional
HEC Montréal
Bachelor, Business Administration
Université de Montréal
Minor, Arts & Sciences
Collège Jean-de-Brébeuf
DEC, Sc.Humaines
Collège Français
DES, Sciences
Voya Financial September 2011 - Present
Society of Actuaries June 1997 - Present
AEGON July 2009 - September 2011
Independent Consultant February 2009 - July 2009
Sun Life Financial May 2004 - February 2009
Aviva October 1998 - May 2004
Phoenix Life Insurance Company April 1995 - October 1998
Skills
ALM, Risk Management, Enterprise Risk..., Capital Management, Financial Risk, Economic Capital, Investments, Investment Governance, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Equities, Derivatives, Hedging, Quantitative Finance, Equity Derivatives, Options, Valuation, Financial Services, Life Insurance, Insurance, Actuarial Science, Reinsurance, Financial Modeling, Fixed Annuities, Investment Management, Market Risk, Liquidity Risk, Project Management, Finance, Strategy, Financial Reporting, Pensions, Team Leadership, Presentations, Interest Rate...
Education
Harvard University
Bachelor's Degree, Applied Math/Economics
SBLI of Massachusetts July 2010 - Present
Sun Life Financial September 2006 - July 2010
Aviva February 2002 - September 2006
Fidelity Investments June 2000 - February 2002
New England Financial August 1996 - June 2000
Aon Hewitt July 1995 - August 1996
Skills
Product Development, Projections, Dividends, Valuation, Reinsurance, Investments, Financial Modeling, Insurance, Economic Capital, Enterprise Risk..., Embedded Value, Solvency II, Financial Analysis, Actuarial Science, Fixed Annuities, Risk Management, Financial Risk, Financial Services, Life Insurance
Education
Harvard University 1991 — 1995
Bachelor of Arts, Magna Cum Laude, Statistics
PwC May 2015 - Present
Goldman Sachs July 2014 - April 2015
PwC July 2013 - July 2014
Sun Life Financial June 2012 - August 2012
Molson Canadian Amphitheatre May 2009 - August 2012
RBC June 2010 - August 2010
Skills
Valuation, PowerPoint, Financial Modeling, Portfolio Management, Analytics, Data Mining, SQL, Anti Money Laundering, Spotfire, Data Analysis, R, Stata
Education
Harvard University 2009 — 2013
Bachelor of Arts, Economics
Havergal College 2000 — 2009
Sun Life Financial July 2013 - Present
Grand Rapids Public Schools December 2012 - July 2013
bswift Grand Rapids May 2004 - December 2012
Touchstone Products, Inc. August 2005 - September 2009
Mercer Management Consulting September 2001 - May 2004
Lake Michigan Credit Union June 1997 - September 2001
Skills
Employee Benefits, Human Resources, Employee Communications, Open Enrollment, HRIS, Health Care Reform, Employee Wellness, Project Management, Customer-focused Service, Benefits Administration, COBRA, HR Policies, Internal Communications, Customer Service, Employee Relations, Performance Management, Employee Engagement, Onboarding, Organizational..., Deferred Compensation, Process Improvement, Employee Training, FMLA, Leadership Development, Health Insurance, New Hire Orientations, Account Management, Applicant Tracking..., PeopleSoft, Personnel Management
Education
Western Michigan University 1998 — 2001
MBA - Masters in Business
Grand Valley State University 1993 — 1997
Bachelors in Business, Emphasis: Human Resource Management
Calvin Christian High School
Sun Life Financial March 2012 - June 2015
BMO Nesbitt Burns April 2009 - March 2012
CIBC April 2008 - October 2008
Freedom 55 Financial May 2005 - May 2008
Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Finance, Corporate Finance, Marketing, Negotiation, Management, Mutual Funds, Business Strategy
Education
HEC Montréal 2002 — 2005
Bachelor of Science (B.S.), Marketing, Finance and Financial Planning, 2005
Sun Life Financial April 2011 - Present
Netfirms December 2009 - August 2011
Inn From the Cold Inc. November 2008 - January 2011
Municipal Councilor May 2010 - September 2010
Debco Bag Promotional Products September 2008 - December 2009
Skills
Microsoft Word, Time Management, Organization, Microsoft Excel, Teamwork, PowerPoint, Adobe Creative Suite, Office Management, Outlook, Customer Service, Social Media, Marketing, Microsoft Office, Photoshop, Advertising, Market Research, Windows, Social Media Marketing, Management, Online Advertising
Education
Georgian College 2005 — 2008
Dipolma, integrated marketing communications
Stealth Partner Group June 2014 - Present
Lincoln Financial Group January 2012 - June 2014
Sun Life Financial May 2006 - December 2011
Sun Life Financial March 2003 - May 2006
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Retirement, Term Life Insurance, Underwriting
Education
Grand Valley State University 1996 — 2001
Bachelor's degree, International Business
PwC July 2013 - Present
Crossroads International July 2013 - Present
PwC August 2010 - July 2013
PKF Hill LLP Chartered Accountants Business Advisors July 2007 - August 2010
Big Brothers Big Sisters of York 2009 - March 2010
addus 2009 - March 2010
Activant Solutions 2006 - 2007
Johnston Equipment 2005 - 2006
Sun Life Financial 2004 - 2005
Skills
Online Marketing, Services Marketing, Event Management, Market Planning, Report Writing, Corporate Communications, Internal Communications, Business Development, Strategic Communications, Marketing Communications, Strategy, Marketing, Market Analysis, Marketing Strategy, Brand Management, Marketing Management
Education
Harvard Extension School 2015 — 2017
Master's Degree, Marketing
York University - Schulich School of Business 2010 — 2011
Marketing Leadership, Marketing
University of Waterloo 2002 — 2006
BA, Business and History
Harvard University
Central Arizona College February 2014 - Present
Church of Celebration June 2013 - March 2015
Church of Celebration January 2012 - June 2013
Sun Life Financial May 2006 - February 2011
The Hartford June 2005 - May 2006
Unum September 2002 - June 2005
Skills
Disability Insurance, Insurance, Employee Benefits, Long-term Care, Life Insurance, Term Life Insurance, Health Insurance, Underwriting, Customer Service, Leadership, Brokers, Account Management, Sales Presentations, Team Building, Accident, Coaching, Microsoft Excel, Sales, Process Improvement, Healthcare, Program Management, Health Savings Accounts, Benefits Administration, Training, Critical Illness, Volunteer Training, Volunteer Management, Employee Wellness, Volunteer Recruiting, Dentistry, Leadership Development, Long Term Care Insurance, Whole Life, Public Speaking, Fundraising
Education
Grand Canyon University 2014 — 2017
Bachelor's Degree, Secondary Education and Teaching (emphasis in Math)
West Virginia University 1998 — 1999
Biology
University of Arkansas 1995 — 1997
Pre-Med/Biology
CATCo Investment Management June 2011 - Present
SamNiles.com January 2008 - March 2012
First Marblehead Education Resources January 2003 - December 2007
First Marblehead 2005 - 2007
American Financial Systems, Inc. October 1999 - July 2001
Sun Life Financial May 1992 - September 1999
Skills
XML, Excel, Visual Studio, Software Engineering, Quantitative Finance, Actuarial Science, Actuarial, Reinsurance, Insurance, XSLT, XPath, Valuation, Risk Management, Financial Modeling
Education
Society of Actuaries 1988 — 1992
ASA, Actuarial Mathematics
Hamilton College 1984 — 1988
AB Magna Cum Laude, Mathematics
The Hotchkiss School 1981 — 1984
High School, Mathematics
Les Alouettes de Montréal September 2015 - Present
Montreal Alouettes May 2015 - August 2015
Sun Life Financial June 2012 - August 2014
Sun Life Financial January 2014 - July 2014
Skills
Customer Service, Sales, Analytics, Teamwork, Organization Skills, Bilingual, Social Media Marketing, Marketing Communications, Marketing Research
Education
HEC Montréal 2012 — 2015
Bilingual Bachelor of Business Administration (B.B.A.), Marketing
Collège André Grasset 2010 — 2012
D.E.C, Administration
Académie Ste-Thérèse 2001 — 2010
D.E.S.
Canada Health Infoway November 2004 - Present
National Bank of Canada May 2004 - November 2004
R3D December 2003 - April 2004
Iron Mountain June 1999 - May 2003
Bell Canada 1998 - 1999
Fujitsu (DMR) 1996 - 1998
Sun Life Financial 1988 - 1994
Skills
Change Management, PMP, PMO, Business Analysis, Governance, Project Management, Management Consulting, Management, Project Portfolio..., Product Management, Software Development, Business Process..., Integration, IT Strategy
Education
HEC Montréal 1993 — 1995
MBA, Business
Université de Sherbrooke 1985 — 1988
BBA, Information Systems
College Jean-de-Brébeuf
Pierre Laporte
Sun Life Financial September 2010 - Present
Sun Life Financial September 2009 - October 2010
Sun Life Financial April 2007 - September 2009
Sun Life Financial July 2006 - December 2006
CGI Group January 2000 - May 2006
GE Capital 1997 - 2000
Imperial Oil (Division of Exxon Mobil) 1994 - 1997
Imperial Oil Canada 1987 - 1994
Skills
Outsourcing, Business Intelligence, IT Strategy, Change Management, Vendor Management, Business Analysis, Telecommunications, Program Management, Strategic Planning, Executive Management, CRM, Integration, Project Portfolio..., Business Process..., Strategy, Business Transformation, Software Project..., Process Improvement, Management Consulting, Product Management, Business Strategy, Team Leadership, Risk Management, Management, Software Development, IT Management, Digital Marketing, Mobile Applications, Social Media Marketing, Shared Services, Leadership
Education
Harvard Business School 2004 — 2004
Executive Development - Leading Professional Services Firms
University of Toronto - Rotman School of Management 1990 — 1994
MBA
University of Ottawa 1981 — 1984
BSC, Computer Science (Cum Laude)
Sun Life Financial January 2007 - Present
Education
2005 — 2009
B.A.A., Finance
Sun Life Financial August 2010 - Present
Fadoq July 2009 - May 2010
Marchés de Noël Joliette-Lanaudière September 2008 - December 2008
Musée d'art de Joliette August 2007 - September 2008
sanofi-aventis November 2005 - February 2007
Services Groom-Gopher 2002 - 2007
Pfizer Canada Inc. September 1987 - December 2000
Skills
Project management, Pharmaceutical Industry, Marketing Communications, Sales Management, Account Management, B2B, Product Launch, Marketing Management, Supplier Negotiation, Event Planning, Entrepreneurship, Telemarketing, Business Development, Project Management, Sales, Advertising, Social Media
Education
HEC Montreal 1993 — 1998
studies towards a certificate, International business
Université de Montréal / University of Montreal 1985 — 1989
Advertising certificate, Advertising
Vanier College
Continuing Education, Social media boot camp
Sun Life Financial April 2015 - Present
Sun Life Financial February 2014 - April 2015
TC Media May 2013 - February 2014
Dundee Capital Markets January 2013 - April 2013
HEC Montreal May 2012 - August 2012
HEC Montreal September 2010 - August 2012
HEC Montreal September 2011 - May 2012
Sequoia Gestion Immobilière May 2011 - August 2011
Imperial Tobacco Canada May 2010 - September 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Bloomberg, Visual Basic, Matlab, PowerPoint, VBA, Management
Education
Université de Montréal - HEC Montréal 2010 — 2012
M.Sc., Financial Engineering
Université de Montréal - HEC Montréal 2007 — 2010
B.B.A., Finance
CAIA Association
CFA Institute
Sun Life Financial August 2014 - Present
CIBC April 2008 - August 2014
Xerox Corporation September 2007 - January 2008
Windermere House ~ Resort Hotel May 2004 - November 2006
Windermere House ~ Resort Hotel April 2001 - October 2003
Skills
Customer Service, Microsoft Excel, Outlook, Banking, Credit, Retail Banking, Microsoft Office
Education
Georgian College 1999 — 2002
Honours Diploma, Hotel and Resort Administration
Sun Life Financial September 2009 - Present
Education
2005 — 2009
BAC, finances
college mont-saint- louis
Portland Webworks October 2012 - Present
Sun Life Financial October 2007 - October 2008
Fidelity Investments 1999 - 2007
NetGenesis February 1998 - March 1999
HPR Inc. April 1997 - February 1998
John Hancock October 1996 - April 1997
Fidelity Investments June 1995 - October 1996
Skills
Quality Center, Software Quality..., Manual Testing, Test Strategy, Test Planning, SDLC, Waterfall, Quality Assurance, Agile Methodologies, Agile Testing
Education
Harvard University
A.L.B., Humanities
Desjardins Group March 2008 — July 2013
Sun Life Financial October 2003 — March 2008
Skills
Capital Markets, Banking, Project Finance, Credit Risk, Credit Analysis, Credit, Translation
Education
York University - Glendon College ... — 2013
bussines translation
Université de Montréal - HEC Montréal ... — 1977
Master of Business Administration (MBA)
The University of Western Ontario ... — 1979
DBA, Business/Commerce, General
Nuance Communications September 2013 - Present
Nuance Communications January 2013 - September 2013
Sun Life Financial 1998 - 2012
Inso Corporation 1996 - 1998
Center for Quality of Management 1995 - 1996
Skills
Troubleshooting, Technical Support, Lotus Notes, Software Documentation, Help Desk Support, Windows 7, Management, Training, Microsoft Office, Database Design, Visio, Disaster Recovery, Business Process, Microsoft Operating..., Database Administration, Data Management, Blackberry, XP, Team Leadership, Quality Management, Customer Service, Process Improvement, SharePoint, IT Management, Incident Management, Systems Analysis, ITIL, Continuous Improvement, Business Analysis, Requirements Analysis, Leadership, Requirements Gathering
Education
Grinnell College 1977 — 1981
BA, English
Biodel Inc. May 2012 - Present
AMAG Pharmaceuticals December 2006 - Present
Allianz Funds January 2006 - Present
Orthofix August 2011 - 2015
Tufts Health Plan September 1983 - June 2014
Cardiokine October 2005 - December 2011
NitroMed October 2003 - April 2009
Sun Life Financial- U.S. July 1999 - July 2003
Sun Life Financial 1999 - 2003
Colonial Management March 1985 - March 1999
Skills
Auditing, Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Strategic Financial..., Corporate Governance, Due Diligence, Strategic Planning, Internal Controls, Investments, Mutual Funds, Sarbanes-Oxley Act, SEC filings, Mergers, Financial Reporting, Asset Management, Cost Accounting, Managerial Finance, Analysis, Financial Modeling, Forecasting, Project Management, Asset Managment, Budgets, Accounting, Insurance, University Teaching, Financial Planning
Education
Harvard Business School 1971 — 1973
mba, Finance and Accounting
University of Wisconsin-Madison 1964 — 1968
Sun Life Financial November 2013 - Present
MetLife 2012 - October 2013
Sun Life Financial 2011 - 2012
Superior Court of Massachusetts 2009 - 2010
Wilmark Group 2007 - 2009
Skills
Legal Research
Education
New England School of Law
Juris Doctorate
Harvard University
Bachelor of Liberal Arts, Social Sciences/Psychology
National University of Ireland, Galway
Irish Centre for Human Rights, International Law
National University of Singapore
International Law & Business
Santa Clara University School of Law
The Hague - International Criminal Tribunal for the Former Yugoslavia, International Law
Sun Life Financial January 2011 - Present
HEC Montréal 2006 - 2015
HEC Montréal 2006 - 2015
Sun Life Financial March 2010 - December 2010
Desjardins Sécurité Financière 2000 - 2006
Financière Liberté 55 1995 - 2000
Skills
Team Leadership, Coaching, Recruiting, Estate Planning, Investment Strategies, Retirement Planning, Financial Planners, Fixed Annuities
Education
Université de Montréal - HEC Montréal 1992 — 1995
Baccalauréat en Administration des Affaires
Cégep Lévis
DEC Sciences de l'administration
Sun Life Financial June 2015 - Present
Sun Life Financial August 2014 - April 2015
Tarion Warranty Corporation January 2014 - June 2014
Canadian Pacific Railway July 2013 - December 2013
Tarion Warranty Corporation December 2011 - June 2013
Sun Life Financial April 2011 - December 2011
Service Alberta, Govt. of Alberta, Edmonton, Alberta November 2010 - April 2011
Sun Life Financial June 2009 - October 2010
Canadian Wheat Board, Winnipeg May 2008 - May 2009
IBM Canada Ltd. October 2007 - April 2008
Skills
PowerCenter, Data Integration, Informatica, Business Objects, ETL, Data Modeling, Analytics, Data Quality, OLAP, Data Warehousing, Database Design, Business Analysis, Business Intelligence, Requirements Analysis, SDLC, SQL
Education
Gujarat University 1987 — 1990
Sun Life Financial June 2013 - Present
Sun Life Financial October 2005 - Present
Sun Life March 2011 - July 2013
Sun Life Financial January 2007 - May 2011
Sun Life Financial October 2005 - January 2007
Unum June 2001 - February 2004
Skills
Underwriting, Employee Benefits, Account Management, Insurance, Mutual Funds, Series 63, Health Insurance, Term Life Insurance, Life Insurance, Sales, Process Improvement, Management, Disability Insurance, Brokers, Leadership, Customer Service, Strategic Planning
Education
Notre Dame of Maryland University 2007 — 2009
Master of Business, Human Resources
Gettysburg College 1997 — 2001
BA, Management
Germantown Academy
Boston College October 2011 - Present
Sun Life Financial December 2010 - April 2011
Reed Business Information May 2009 - July 2010
Reed Business Information May 2009 - July 2010
Intertek Corporation February 2008 - April 2009
Intertek 2008 - 2009
3i Group plc August 2007 - February 2008
3i Group plc 2007 - 2008
American Science & Engineering January 1996 - January 1998
American Science and Engineering 1996 - 1998
Skills
Financial Reporting, Accounting, Forecasting, Variance Analysis, Finance, Budgets, Financial Modeling, Analysis, Account Reconciliation
Education
Golden Gate University 1989 — 1992
Lexington 1978 — 1981
hs diploma, college prep
University of Massachusetts, Amherst
BA, Economics, Business Management
Golden Gate University
MBA, Business Management
Sun Life Financial June 2013 - Present
Aon Hewitt April 2011 - May 2013
Aon Hewitt April 2008 - April 2011
YCIF 2011 - 2011
Banque Nationale March 2006 - April 2008
HEC Montreal 2002 - 2006
Skills
Finance, Investments, Investment Advisory, Investment Strategies, Strategic Planning, Investment Advisory..., Financial Modeling, Financial Analysis, Business Analysis, Pensions, Economics, Financial Services, Corporate Finance, Portfolio Management
Education
HEC Montréal 2002 — 2005
Gerald-Godin
Sun Life Financial June 2013 - Present
Sun Life Financial January 2008 - Present
Sun Life Financial May 2011 - June 2013
Unum 2001 - 2003
Skills
Team Leadership, Insurance, Sales, Coaching, Leadership, Employee Benefits, Change Management, Disability Insurance, Life Insurance, Mutual Funds, Health Insurance, Team Building, Strategic Planning, Process Improvement, Project Management, Account Management
Education
Notre Dame of Maryland University 2007 — 2008
Masters of Business, Human Resources
Gettysburg College 1997 — 2001
BA, Business Management
Germantown Academy
FSC, 101st Engineer Battalion July 2013 - Present
AGR January 2008 - Present
Massachusetts Army National Guard February 2011 - February 2012
Sun Life Financial August 2006 - January 2008
MFS Investment Management September 1998 - August 2006
Skills
Project Management, Human Resources, Mutual Funds, 401k, Customer Service, Retirement, Budgets, Strategic Planning, Pensions, ERISA, Investments, Civil Rights, Equality & Diversity, Equal Opportunities, Qualified Mediator, Account Management, Army, Business Development, DoD, Employee Benefits, Force Protection, Leadership, Government, Military, Leadership Development, Management, Military Operations, Operational Planning, Operations Management, Policy, Military Experience, Project Planning, Process Scheduler, Retirement Planning, Sales, Security Clearance, Risk Management, Series 6, Team Building, Team Leadership, Training
Education
Sexual Assault Coordinator Course 2010 -2011 2010 — 2011
Unit Victim Advocate, Sexual Assault
Grantham University 2009 — 2011
Bachelor of Science in Multidisciplinary Studies, Graduated - 2011
Defense Equal Opportunity Management Institute 2010 — 2010
EOA - DoD Mediator
Sun Life Financial August 2014 - February 2015
Reconnect Mental Health Services June 2014 - August 2014
Renascent May 2011 - May 2014
TNT - The New Trend August 2002 - July 2008
Quantum Management Services Ltd. August 1999 - May 2002
Skills
Retail, Customer Service, Merchandising, Inventory Management, Store Management, Visual Merchandising, Microsoft Office, Sales, Loss Prevention, Management, Microsoft Excel, Sales Management, Team Building, Inventory Control, Microsoft Word, Mental Health Counseling, Addiction Recovery, Addictions, Individual Counselling, Small Group Counseling, Relapse Prevention, Crisis Counselling, Assessment Center, Client Intake, Store Operations, Crisis Intervention, Mediation, Grief Counseling, Referrals, Harm Reduction, Recruiting, Community Outreach, Nonprofits, Mental Health, Mindfulness Based..., Reiki, Chemical Dependency, Young Adults, Life Skills, Intakes, Substance Use Disorders, Motivational..., Substance Abuse..., Progress Notes, Biopsychosocial..., Co-occurring Disorders, Anger Management, Group Therapy, Case Management, Solution Focused
Education
Georgian College 2010 — 2011
Post Graduate diploma, Addictions Treatment and Prevention
The University of Western Ontario 1996 — 1999
Bachelor of Arts (BA), Psychology
Goldcorp Inc. June 2014 - September 2015
Wolseley Canada Inc. April 2013 - May 2014
Inxent Inc. June 2011 - January 2013
Sun Life Financial September 2010 - March 2011
Demers Ambulances June 2008 - September 2010
DHL Express December 2004 - June 2007
Deluxe Corporation June 2002 - August 2004
Hamline University December 2001 - May 2002
Revlon May 2001 - October 2001
Coca Cola FEMSA October 1999 - December 2000
Skills
Financial Analysis, Process Improvement, Strategic Planning, Analysis, Risk Management, Project Management, Business Analysis, SAP, Contract Negotiation, Business Planning, Sales, Management Consulting, Finance, Strategy, Accounting, Logistics, Mergers & Acquisitions, Software Documentation, Vendor Management, Business Strategy, Data Analysis, Change Management, Banking, Business Intelligence, Team Leadership, Forecasting, Program Management, Customer Service, Financial Reporting, Project Planning, Budgets, Strategic Financial..., Cross-functional Team..., Operations Management, ERP, Executive Management, Leadership, Marketing, Accounts Receivable, Pricing, Management, Start-ups, Negotiation, Team Building
Education
Hamline University 2001 — 2003
MAM, Management
Universidad Metropolitana (VE) 1993 — 1999
BBA, Business, management
Clear Creek ISD August 2008 - Present
Sun Life Financial April 2012 - December 2012
Texas Department of Family and Protective Services January 2008 - July 2008
Metlife/BMA August 1999 - January 2008
US Naval Reserves January 2001 - December 2006
Liberty Mutual November 1996 - August 1999
Disability Determinations June 1995 - November 1996
Division of Family Services January 1994 - June 1995
Skills
Training, Staff Development, Risk Management, Customer Service, Analysis, Employee Benefits, Research, Access, Human Resources, Interviews, Leadership Development
Education
Lamar University 2010 — 2011
M.Ed, Educational Technology Leadership
Fisk University 1992 — 1996
Master of Arts, Soiciolgy
Grambling State University 1986 — 1990
BS, Criminal Justice
Sun Life Financial August 2013 - Present
Sun Life Financial December 2011 - August 2013
Sun Life Financial September 2007 - November 2011
The Robinson Financial Group May 2006 - September 2007
David Danzig & Associates August 2005 - May 2006
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Customer Service, Account Management, Coaching, Life Insurance, Brokers, Strategy, Sales, New Business Development, Underwriting, Management, Training, Negotiation, Term Life Insurance, Microsoft Excel, Enrollment Management
Education
Grand Valley State University 1999 — 2003
Public Relations, Advertising, and Applied Communication
WELIS, LLC May 2014 - Present
Jacobson Solutions February 2014 - May 2014
ING U.S. 2011 - 2013
American Life Insurance Company (ALICO) 2009 - 2011
Sun Life Financial 2006 - 2009
eServices Corporation (a subsidiary of MIB, Inc.) 2006 - 2006
inviva/Jefferson National 2003 - 2006
Keyport Life insurance Company/Sun Life Financial U.S. 1986 - 2003
Boston Mutual Life Insurance 1981 - 1986
Skills
Actuarial Science, Actuaries, Financial Reporting, Financial Modeling, Life Insurance, Valuation, Insurance, Finance, Economic Capital
Education
Harvard University
Bachelor of Arts (B.A.), Statistics
Sun Life Financial September 2011 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial February 2007 - January 2011
Sun Life Financial February 2001 - February 2007
Clarica/Mutual Group/Mutual Life 1999 - 2001
Clarica/Mutual Group/Mutual Life 1994 - 1999
Mutual Group/Mutual Life 1990 - 1994
Mutual Group/Mutual Life 1987 - 1990
Mutual Life 1985 - 1987
Skills
HRIS, Organizational Design, Performance Management, Organizational..., Compensation, Succession Planning, Employee Engagement, Talent Management, Change Leadership, Change Management, Internal Communications, Insurance, Mergers, Team Building, Strategic Planning, Cross-functional Team..., Organizational..., Workforce Planning, Incentive Programs, Acquisition Integration, Employee Benefits
Education
Seneca College of Applied Arts and Technology 1982 — 1985
Business Administration
Harvard Business School
Change Leadership
McGill University January 2011 - May 2012
McGill University July 2008 - December 2010
McGill University April 2008 - April 2009
McGill University March 2006 - April 2008
McGill University January 2004 - March 2006
Sun Life Financial January 2000 - May 2003
Education
HEC Montréal 1991 — 1995
MBA, Marketing & Human Resources
McGill University 1986 — 1989
BCom, Finance & International Business
RBC Wealth Management May 2007 - Present
National Bank Financial 2001 - 2007
Sun Life Financial 1998 - 2000
Skills
High Net Worth..., Tax, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Investment Advisory, Wealth, Asset Management, Financial Planning, Financial Advisory, Retirement Planning
Education
HEC Montréal 1981 — 1984
B.A.A. CA, Accounting
Université de Montréal
LL.M., Taxation
brebeuf
brebeuf
AbbVie December 2014 - Present
AmerisourceBergen March 2010 - December 2014
Sun Life Financial October 2008 - January 2009
Medical Plastic devices Inc. August 2007 - May 2008
RBC Royal Bank December 2001 - May 2007
Skills
Sales, Negotiation, Business Development, Marketing Strategy, Management, Account Management, Product Launch, Customer Service, Sales Management, Program Management, CRM, Team Leadership, Marketing, Market Research, Strategic Planning
Education
HEC Montréal 2001 — 2001
certificate, International Commerce
Université du Québec à Montréal 1996 — 2000
Bachlor, Business Degree
maimo
Sun Life Financial October 2013 - Present
ManpowerGroup April 2012 - Present
Payette Associates Inc May 2006 - April 2010
OAKLEAF Waste Management, LLC May 2000 - June 2005
CANADAIR CHALLENGER INC January 1994 - January 1996
BIOSHELTERS, INC January 1993 - January 1994
MESSAGE CENTER BEEPERS January 1989 - January 1992
Skills
Research, Time Management, Leadership, Management, Coaching, Customer Satisfaction, Profit, Travel Arrangements
Education
Goodwin College 2012 — 2013
Certificate, Medical Billing and Coding, A
Solar Energy International (SEI) 2004 — 2004
Bachelor of Science, Environmental Studies
Manchester Community College 1996 — 1999
Associate of Science, Energy Management and Environmental Policy; General Studies
Utah State University 1996 — 1999
B.S., Environmental Studies
Home September 2013 - Present
Pratt & Whitney February 2013 - June 2013
Sun Life Financial July 2011 - November 2012
Martins Industries May 2010 - February 2011
Self employed August 2007 - February 2010
Canadian Armed Forces January 2002 - May 2009
Skills
Business Strategy, Project Management, Needs Analysis, Communication, Business Analysis, E-commerce, Marketing Strategy, Electronic Marketing, Marketing, Digital Marketing, Market Analysis, Sales Process, Life Insurance, Health Insurance, Disability Insurance, Army, Team Leadership, Requirements Analysis, Start-ups
Education
HEC 2012 — 2013
Master's Degree, E-Business, 3.53/4.0
HEC Montréal 2010 — 2011
D.E.S.S, Affaires Électroniques, 3.53/4.0
HEC Montréal 2006 — 2009
BBA, Marketing
Collège Ahuntsic 2004 — 2006
Human Sciences, Business profile, Marketing
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
Morneau Shepell October 2012 - Present
UC BABY Franchise November 2010 - October 2012
Sun Life Financial August 2001 - October 2010
Skills
Investments, Mutual Funds, Retirement, Financial Analysis, Business Analysis, Employee Benefits, Financial Services, Pensions, Customer Service, Computer Hardware, IT Service Management, Testing
Education
Hacettepe Üniversitesi
Liberty Mutual Insurance September 2015 - Present
Sun Life Financial October 2014 - February 2015
Sun Life Financial June 2013 - October 2014
Sun Life Financial February 2012 - June 2013
Sun Life Financial August 2010 - February 2012
Flatstreet Brewpub and Taproom 2009 - 2010
Morell Metalsmiths 2008 - 2009
Yankee Candle Company 2007 - 2008
TSA 2002 - 2007
ESPN Zone Restaurant 2000 - 2001
Skills
Management, Security, Customer Service, Microsoft Office, Leadership, Event Management, Event Planning, Data Analysis, Microsoft Excel, Social Media, Problem Solving, Budgets, Process Improvement, Public Speaking, Insurance, Retail
Education
Northeastern University 2013 — 2015
Bachelor of Science (BS), Organizational Communication
Greenfield Community College 2009 — 2010
A.A. Liberal Arts, Marketing, Communications
CIBC May 2013 - Present
CIBC September 2010 - May 2013
Sun Life Financial 2008 - 2010
Skills
Finance, Sales, Marketing, Recruiting, Securities, Operations Management, Financial Services, Core Banking, Mutual Funds, Banking, Customer Satisfaction, Analysis, Management, Leadership, Strategy, Financial Analysis, Investments, Financial Planning, Risk Management, Portfolio Management, Credit, Financial Advisory
Education
Canadian Securities Institute 2009 — 2009
Canadian Securities course, Investments and Securities
Golden Gate University
B.Sc., Business Hospitality Administration
University of Pennsylvania - The Wharton School
Analyzing Global Trends for Business and Society
Yale University 2014 — 2014
Financial Markets, Finance
Sun Life Financial April 2012 - Present
Burrowes, courtiers d'assurances March 2006 - April 2012
Grenier inc. January 2000 - November 2004
Skills
Group Insurance, Disability Insurance, Employee Benefits, Strategic Planning, Life Insurance, Health Insurance, Business Strategy, Business Analysis, Sales Management, Avantages sociaux
Education
Université du Québec à Montréal 2010 — 2011
Executive MBA
1996 — 1999
D.E.S.S., Gestion
1996 — 1997
Certificat, Marketing
Université de Montréal 1993 — 1996
B.Sc., Science politique, sociologie
Desjardins September 2012 - Present
Sun Life Financial August 2011 - Present
Bell 1981 - 2004
Giorgio Ristorante 1991 - 1996
Education
Université de Montréal - HEC Montréal 1977 — 1982
DSC, Accounting
Honoré-Mercier
Galerie d'Este March 2014 - Present
Galerie d'Este February 2012 - March 2014
Galerie d'Este August 2007 - February 2012
Sun Life Financial April 2007 - August 2007
Pharmacie Brunet François Tremblay March 2005 - April 2007
ARPRIM September 2006 - December 2006
Skills
Contemporary Art, Visual Arts, Curating, Fine Art, Galleries, Art, Art History, Social Media, Public Relations
Education
HEC Montréal 2008 — 2009
D.E.S.S., Gestion d'organismes culturels
Université du Québec à Montréal 2004 — 2007
B.A., Histoire de l'art
Hudson Valley Writers' Center June 2011 - April 2014
Red Hen Press June 2010 - February 2013
Morgan Stanley 1983 - 2001
AXA Equitable 1981 - 1983
John Hancock Financial Services 1978 - 1981
Sun Life Financial 1975 - 1978
Skills
Ebooks, Fiction, Publishing, Fiction Writing, Novels, Memoir, Short Stories, Freelance Writing, Published Author, Non-fiction, Poetry, Literature, Web Content, Publications, Books, Creative Writing, Editing, Risk Management, Management, Copy Editing, Equities, Blogging
Education
Harvard University 1971 — 1975
Doctor of Philosophy (Ph.D.), Physics
McGill University 1967 — 1971
Bachelor of Science (B.Sc.), Honours Physics
Cambridge Associates July 2015 - Present
Delaware Life August 2013 - February 2015
Sun Life Financial December 2011 - August 2013
Sun Life Financial July 2007 - January 2012
The Boston Consulting Group March 1987 - August 2006
Skills
Talent Acquisition, Employee Relations, PeopleSoft, ADP, Benefits, Payroll, Human Resources, Employee Benefits, ADP Payroll, Deferred Compensation, Onboarding, HRIS, Talent Management, Succession Planning, Personnel Management, Recruiting, Sales, Management Consulting
Education
Green Mountain College
Associate's degree, Business Administration and Management, General
Sun Life Financial November 2014 - Present
Symetra Financial December 2011 - October 2014
Skills
Insurance, Disability Insurance, Health Insurance, Brokers, Life Insurance, Underwriting, Fixed Annuities, Employee Benefits, Term Life Insurance, Health Savings Accounts
Education
Gettysburg College 1994 — 1998
BA, Economics
Sun Life Financial Small Market Account ManagerSun Life FinancialJuly 2011 - Present
Sun Life Financial April 1998 - June 2011
Skills
Mutual Funds, Insurance
Education
Greenfield Community College 1979 — 1981
Associate, Business
American Benefits Group April 2014 - Present
The Yankee Candle Company, Inc. August 2013 - December 2013
Sun Life Financial November 1983 - August 2013
Greenfield Dental Associates 1981 - 1983
Skills
Administration, Customer Service, Clerical Skills, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Administrative..., PowerPoint, Clerical Work, Teamwork, Office Management, Office Administration, Call Center, Filing, 10 Key, Customer Satisfaction
Education
Greenfield Community College 1979 — 1983
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Greenfield Community College 1979 — 1983
Associate's Degree, Management
Greenfield Community College
Associate's Degree, Conputer Information Systems Office Management, 4.0 average
University of Massachusetts Amherst August 2011 - Present
Sun Life Financial April 2005 - August 2011
Titex Tools, Inc. March 1997 - July 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English
Education
Greenfield Community College 2001 — 2004
Associate's degree, Marketing & Management
Fall Mountain Regional High School 1979 — 1983
High School Diploma, Vocational Child Care
Plymouth Rock Assurance 2003 - Present
Sun Life Financial 1996 - 2003
New England Mutual Life Ins Co 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management
Master's Degree
Harvard University
Bachelor's Degree
Sun Life Financial August 2008 - Present
Sun Life Financial January 2008 - August 2008
Genworth December 2006 - January 2008
Genworth January 2005 - December 2006
Genworth (Formerly General Electric Financial Assurance) September 2003 - December 2004
Cigna March 2000 - September 2003
Scapa North America July 1998 - March 2000
Skills
Finance, Investments, Management, Risk Management, Financial Analysis, Process Improvement, Financial Modeling, Securities, Financial Planning, Accounting, Insurance, Analysis, Leadership
Education
University of Connecticut 2000 — 2001
Master of Science (M.S.), Accounting
Hampton University 1994 — 1998
Bachelor of Science (B.S.), Finance, General