Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Sun Life Financial June 2015 - Present
Sun Life Financial December 2013 - June 2015
Sun Life Financial August 2012 - December 2013
Sun Life Financial August 2003 - August 2012
Kindred Healthcare 2003 - 2006
Health Direct Inc 1998 - 2003
Hartford Hospital 1995 - 2003
Skills
Long-term Care, Healthcare, Health Insurance, Insurance, Medicare, Case Management, Workers Compensation, Managed Care, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Claim, Employee Benefits, EMR, Health Education, Customer Service, Coaching, Leadership, Risk Management, Disability Insurance, Home Care, Wellness, Mental Health, Claims Management, HIPAA, Utilization Management, Data Analysis, Team Building, Medicaid, Disability Management, Meditech, Strategic Planning, Benefits Administration, Disease Management, Leadership Development, Nursing, Health Promotion, Health Policy, EHR, Clinical Research, Management
Education
American International College
RN, BSN, Nursing
Castleton State College
MetLife May 2015 - Present
Sun Life Financial October 2013 - Present
Unum 1998 - 2012
Fellowship Health Resources July 1997 - September 1998
Skills
Insurance, Claim, Health Insurance, Life Insurance, Claims Management, Underwriting, Employee Benefits, Term Life Insurance, Workers Compensation, Long-term Care, Fixed Annuities, Long Term Care Insurance, Outlook, Customer Service, Disability Insurance, Benefits Administration
Education
Anna Maria College 1993 — 1997
Bachelor of Arts (BA), Psychology
The Walt Disney Company March 2015 - May 2015
Sun Life Financial April 2014 - January 2015
Genzyme Sanofi June 2012 - June 2013
Apple January 2010 - January 2011
Apple August 2007 - July 2009
Skills
HP Service Center, ServiceNow, Audio Engineering, Audio Editing, Audio Post Production, Songwriting, Video Editing, Graphic Design, Mac OS, iLife, iMovie, Logic Pro, Windows 7, Windows XP Pro, Windows Vista, OS X
Education
Assabet Valley Regional Technical School 2001 — 2004
Diploma, Computer and Information Sciences and Support Services
FreshAddress, Inc. December 2014 - Present
FreshAddress, Inc. 2012 - December 2014
Sun Life Financial 2011 - 2012
A.E. Barnes 2008 - 2010
Bank of America 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Skills
Series 63, Asset Allocation, Financial Services, Securities, Financial Modeling, Wealth Management, Fixed Income, Alternative Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Retirement, Investment Advisory, Investment Management, Asset Management, Finance, Email Marketing, Email Strategy, CRM databases, Lead Generation, Direct Marketing, Business Development, Financial Planning, Social Media Marketing, Salesforce.com, Management
Education
Bentley University 2012 — 2015
MBA
Amherst College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Roxbury Latin 1994 — 2000
Sun Life Financial 2014 - Present
CIBC 2009 - 2013
CIBC 2004 - 2009
CAA South Central Ontario 2003 - 2004
TELUS 1997 - 2003
Skills
Microsoft Office, Management, Call Centers, Customer Service, Research, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Training, Photoshop, Internal Communications, Corporate Communications, Human Resources, Coaching, Process Improvement, Banking, Change Management, Business Analysis, Team Leadership, Project Management
Education
Athabasca University 2014 — 2015
Bachelor of Professional Arts, Communication Studies Major
Ryerson University
Business/Corporate Communications Certificate
Seneca College of Applied Arts and Technology
Human Resources Management/Personnel Administration, General
Centennial College
Customer Service Support/Call Center/Teleservice Operation Certificate
Concordia University
English Literature
Vanier College
Business Administration and Management, General
Villa Maria
AMW Packaging May 2015 - Present
Nelson JIT August 2014 - May 2015
News Quantified February 2014 - December 2014
CO+HOOTS April 2013 - December 2013
American Family Insurance May 2012 - April 2013
Prolific Business Solutions LLC October 2011 - June 2012
Optimal Solutions August 2010 - October 2011
SAP America, Inc. July 2009 - September 2010
KBR 2007 - 2008
Sun Life Financial January 2006 - August 2007
Skills
Project Coordination, SAP, Business Intelligence, Payroll, Retirement Plan..., Management, Leadership, CRM, Account Management, Business Networking, Sales Operations, Urbanism, Customer Service, Team Leadership, 401k
Education
Arizona State University 1998 — 2001
BA, Anthropology
John Hancock May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) August 2010 - May 2013
Emmanuel College August 2009 - August 2010
Sun Life Financial March 2006 - January 2009
Sun Life Financial October 2004 - March 2006
Skills
Customer Service, Insurance, Life Insurance, Mutual Funds, Sales, Series 6, Series 63
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), English with Concentration in Mass Communications and Writing
Avesta Hojabrzadeh April 2014 - Present
Hansamed July 2012 - April 2014
OsteoHealth April 2008 - July 2012
Sun Life Financial 2002 - 2004
Skills
Dental, Medical Devices, Surgery, Dentistry, Marketing Strategy, New Business Development, Customer Relations, Sales Management, Direct Sales, Strategic Planning, Healthcare, Hospitals, Account Management, Clinical, Selling, Negotiation, Research, Consultative Selling, Problem Solving, Public Speaking, Health, Team Leadership, Biotechnology, Treatment, Product Development, Life Sciences, Clinical Research, Customer Service, Team Building, Operating Room, Lifesciences, Sales, Surgical Instruments, Product Launch, Surgeons, Market Development, Sales Force Development, Pharmaceutical Sales, Cardiology, Urology, Medical Sales, Disposables, Sales Operations, Management, Leadership, Capital Equipment, Training, Sales Process, Cold Calling, Marketing
Education
Arizona State University 1995 — 1999
BSc, Biology
Emirates International School 1991 — 1993
Scentsy Independent Consultant June 2012 - Present
Little cherubs September 2009 - Present
The Santilli household August 2008 - Present
Citizens Bank August 2005 - November 2008
Sun Life Financial August 2004 - June 2005
Skills
Strategic Financial..., Financial Analysis, Finance, Banking, Customer Service, Event Planning, Leadership, Sales, Risk Management, Credit, Small Business, Mortgage Lending, Team Building, Credit Analysis
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), Western European Studies
Medway High School 1996 — 2000
MetLife January 2014 - Present
MetLife December 2006 - Present
Talbots September 2004 - December 2006
Sun Life Financial February 2002 - July 2004
Skills
HTML, Email marketing, Digital Marketing, marketing communication, email solutions, marketing strategy, Flash Design, Adobe Creative Suite, Mobile Marketing, SharePoint, Vendor Relations, email desig, Web Design, Email, Marketing Communications, Email Marketing, Marketing Strategy, Internal Communications, Web Analytics, Direct Marketing, Integrated Marketing, Online Advertising, B2B Marketing, Google Analytics, Social Media Marketing, SEM, Direct Mail, Analytics, Multi-channel Marketing, Marketing
Education
Assumption College 1996 — 2000
Bachelors, Marketing
Sun Life Financial June 2013 - Present
Pignatare & Sagan LLC September 2011 - Present
UnitedHealthcare September 2000 - August 2003
Phoenix Home Life September 1996 - September 2000
Skills
Word, Microsoft Office, Excel, Customer Relations, Customer Service, PowerPoint, Writing
Education
American International College 1992 — 1994
BS, Psychology
Champlain College 1989 — 1991
AS, Hotel, Motel, and Restaurant Management
Sun Life Financial July 2014 - Present
Unum October 2010 - June 2014
Unum April 2010 - September 2010
Unum October 2006 - March 2010
Unum March 2005 - September 2006
Unum June 2002 - February 2005
Unum April 2000 - May 2002
Unum February 1999 - March 2000
Unum June 1998 - January 1999
Unum February 1996 - May 1998
Skills
Analysis, Management, Performance Management, Risk Management, Leadership, Call Centers, Auditing, Human Resources, Sales, New Business Development, Customer Service, Budgets, Employee Benefits, Finance, Insurance, Claims Management, Disability Insurance, Brokers, Business Analysis, Project Management, Process Improvement, Benefits Administration, Microsoft Excel
Education
Anna Maria College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
BMO Financial Group February 2014 - Present
Bank of Montreal March 2012 - February 2014
Sun Life Financial May 2010 - March 2012
Skills
Registered Investment..., Estate Planning, Financial Planning, Retirement Planning, Mutual Funds, Critical Illness, Wealth, Segregated Funds, Retirement, Wealth Management, Investments, Financial Planners, Investment Strategies, Disability Insurance, Fixed Annuities, Strategic Financial..., Finance, Insurance, Financial Analysis, Banking, Investment Advisory, Risk Management, Financial Advisory
Education
CFA INSTITUTE 2015 — 2017
Canadian Securities Institute 2009 — 2014
Canadian Securities Course, Branch Compliance Officers Course, Understanding Small Business, Investments and Compliance
Athabasca University 2011 — 2011
Economics of Health Care
Mount Royal University 2007 — 2011
Bachelor of Applied Financial Services, Financial Services
Alberta Insurance Council 2010 — 2010
Life Licensed Qualified Practitioner, Life, Accident, and Sickness Insurance
Financial Planning Standards Council 2009 — 2010
Certified Financial Planner Exam, Retirement, Tax, and Insurance
Candian Institute of Financial Planning 2008 — 2009
Certificate in Financial Planning, Financial Planning
Manulife Financial September 2014 - Present
Sun Life Financial Advisory Inc. May 2012 - September 2014
Sun Life Financial April 2011 - May 2012
Allied Diagnostics November 2010 - March 2011
Investors Group Financial Services September 2009 - July 2010
NEXtCARE-Member of Allianz September 2008 - December 2008
HMC Medical Center May 2006 - August 2008
HMC Medical Center-Dubai Health Care City March 2005 - November 2007
Consultant Physicians-Member of AUB MC February 2004 - February 2006
Dubai Health Care City February 2004 - February 2005
Skills
Marketing Strategy, Contract Negotiation, Mutual Funds, New Business Development, Investments, Hospitals, Retirement Planning, Insurance, Customer Relations, Sales Management, Customer Service, CRM, Business Development, Strategic Financial..., Management, Leadership, Analysis, Risk Management, Financial Planning, Project Management, Strategic Planning, Finance, Employee Benefits, Financial Services, Sales, Negotiation
Education
McGill University 2010 — 2014
Graduate Certificate and International Masters in Health Leadership(not completed yet), Health/Health Care Administration/Management
Mc. Gill University 2008 — 2013
Diploma; Post Graduate Certificate, Business Management; Business Administration
University of Wales, Cardiff 2009 — 2011
Post Graduate Certificate, Business Administration
Life Office Management Association-LOMA 2003 — 2005
Fellow Life Management Institute, Insurance, Fellow
Saint Joseph University 2001 — 2002
Master of Public Health; Bachelor of Science, Health Services Administration; Environmental Health
American University of Beirut 1993 — 1995
MPH, Health Services Administration
Symetra 2013 - Present
Sun Life Financial April 2006 - November 2012
Independent Financial Marketing Group - Sun Life Financial June 2002 - April 2006
Sun Life Financial September 2000 - June 2002
Skills
LOMA 280, LOMA 290, Stop Loss Underwriting, Medical Underwriting, Underwriting, Employee Benefits, Insurance, Group Insurance, Reinsurance, Health Insurance, Stop Loss, Disability Insurance, Customer Service, Term Life Insurance, Life Insurance, Financial Services, Process Improvement
Education
American University
Bachelor of Arts, Political Science
Amica Mutual Insurance Co. June 2012 - Present
Sun Life Financial May 2011 - August 2011
Charter January 2011 - May 2011
Education
Assumption College 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
EIS Group Ltd July 2015 - Present
Sun Life Financial November 2013 - Present
Sun Life Financial December 2011 - October 2013
Sun Life Financial May 2009 - November 2011
Sun Life Financial April 2007 - May 2009
ChartOne August 2006 - April 2007
CGI-AMS July 2005 - August 2006
Verizon Wireless 2005 - 2005
Chicago Mercantile Exchange 2004 - 2005
World Access 2004 - 2004
Skills
Business Process..., Integration, IT Strategy, Consulting, Business Process Design, Resource Management, Requirements Gathering, Program Management, Requirements Analysis, Business Analysis, Management, Strategy, Leadership, Business Process, Business Intelligence, Vendor Management, SDLC, Software Project..., Project Portfolio..., Process Improvement, IT Management, Cross-functional Team..., Analysis, Business Requirements, Project Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
State University of New York College at Buffalo 2001 — 2003
M.S, Engineering
Andhra University 1997 — 2001
B.E, Engineering
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance December 2013 - October 2014
Financial Architects Partners August 2011 - October 2013
Financial Architects Partners September 2010 - July 2011
Sun Life Financial August 2009 - August 2010
Sun Life Financial March 2007 - August 2009
Sunlife Financial March 2004 - March 2007
Sun Life Financial November 2000 - March 2004
Skills
Insurance, Securities, Training, Project Management, Financial Services, Software Documentation, Instructional Design, Organizational..., Product Development, Call Centers, Customer Service, Process Improvement, Relationship Management, Performance Management, Life Insurance, Wealth Management, Public Speaking, Training Delivery, Leadership Development, Analysis, Employee Benefits, Retirement, Business Analysis, Coaching, Business Process, Management, Sales, Team Building, Recruiting
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Organizational Behavior
Assumption College 1995 — 1999
BS, Psychology
Holliston High School 1991 — 1995
The Advisory Board Company February 2012 - Present
Newbury College September 2010 - January 2012
Authenticity January 2001 - December 2011
Emmanuel College September 1999 - December 2011
Beth Israel Deaconess Medical Center September 2000 - September 2003
Graphique de France June 1998 - 2000
PharmEco August 1996 - May 1999
Sun Life Financial January 1993 - 1998
Skills
Organizational..., Organizational Change, Change Management, Teaching, Team Management, Leadership Development, Talent Management, Management Development, Leadership
Education
American University 1990 — 1992
MS, Organizational Development
Lyndon State College 1978 — 1982
BS, Business Administration
high school 1974 — 1978
high school diploma
AcademicMerit 2013 - Present
Oxzigen 2010 - Present
Sun Life Financial 2004 - 2009
Sun Life Financial 2001 - 2004
Sun Life Financial 1999 - 2001
Sun Life Financial 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
John Hancock Life Insurance Company (U.S.A.) 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Agile, Project Portfolio..., Scrum, Coaching, PDCA, Kanban, Kaizen, Software Development, IT Management, Program Management, Change Management, Business Analysis, Process Improvement, Strategic Planning, Team Building, Process Engineering, E-commerce, Problem Solving, Business Strategy, Continuous Improvement, Team Leadership, Application Development, Agile Methodologies, Management, SDLC, Strategy, Leadership, Project Management, Consulting
Education
Harvard Business School
Executive Leadership Program
Boston University - School of Management
Master of Business Administration (MBA)
Radcliffe Publishing Course
Certificate
Amherst College
Bachelor's degree
Prudential Financial July 2014 - Present
Distinctions Market & Strategy Services June 2006 - July 2014
Travelers July 2012 - October 2013
The Hartford June 2002 - January 2006
GE Capital - GE Group Life Assurance/Phoenix Home Life January 2001 - June 2002
GE Capital - GEFA Group Life Assurance/Phoenix Home Life June 1997 - January 2001
Sun Life Financial September 1994 - June 1997
New England Savings Bank October 1990 - August 1992
Skills
Strategic Planning, Product Marketing, Product Management, Product Development, Program Management, Business Analysis, Competitive Analysis, Process, Start-ups, Team Leadership, Advertising, Cross-functional Team..., Business Development, Marketing Strategy, Management, Strategy
Education
Arizona State University - W. P. Carey School of Business 1992 — 1994
MBA, Marketing and Finance
The University of Connecticut 1986 — 1990
BA, Economics
Sun Life Financial December 2011 - Present
CDI Business Solutions February 2011 - December 2011
General Dynamics Information Technology July 2010 - March 2011
Sunlife Financial May 2005 - July 2010
USA Mobility June 1999 - May 2005
MED-1 1990 - 1996
Education
Anna Maria College 1984 — 1988
BSCS, Computer Science
InYourFace Content Management August 2012 - Present
http://www.oneworldbarter.com/ December 2008 - Present
Sun Life Financial October 2005 - August 2009
RBC Insurance January 2001 - October 2005
Skills
Business Strategy, Small Business, Marketing Communications, Advertising, Marketing Strategy, Sales Management, Social Media Marketing, Start-ups, Online Advertising, Sales, Social Media, Strategic Planning, Public Relations, Negotiation, Public Speaking, New Business Development, Barter, Marketing, Budgets, Social Networking, Coaching, Entrepreneurship, Event Management, Team Building, Leadership Development, Strategy, Training, Online Marketing, Blogging, Leadership, B2B, Email Marketing, Business Planning, Business Development, Lead Generation, Sales Operations, Online Research, Team Leadership, Management
Education
McGill University 1974 — 1978
BA, North American Studies specializing in politics and economics
American University 1976 — 1976
Washington Semester Program at the American University, Internship in International Law & Politics, undergraduate semester programbetween American University & McGill exclusivity
Sun Life Financial January 2001 - Present
Education
Assumption College 1995 — 1999
Business Management
Sun Life Financial August 2013 - Present
Massachusetts Albanian Chamber of Commerce January 2014 - Present
The Advocator Group April 2011 - June 2013
Social Security Administration July 2009 - March 2011
Skills
Social Security..., Supplemental Security..., Fluent in Albanian and..., Microsoft Office, Account Management, Microsoft Excel, Public Speaking, PowerPoint, Business Objects, Insurance, Social Security, Claim, Innovation, Entrepreneurial..., Operations Management, Business Analysis, Data Analysis, Disability Insurance, Business Development, Leadership, Access, Financial Analysis, Process Improvement, Salesforce.com, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Assumption College 2005 — 2009
Bachelor's, Political Science, History, Classics
Information Innovators Inc. (Triple-i) GlobalNet Services Inc October 2014 - Present
International Software Systems Inc. January 2012 - Present
Sun Life Financial March 2012 - October 2014
International Software Systems Inc (India) August 2009 - January 2012
Skills
SDLC, Requirements Analysis, HTML, JavaScript, jQuery, OOP, ColdFusion, Microsoft SQL Server, Content Management..., Bootstrap
Education
Andhra University
Sun Life Financial June 2012 - Present
Sun Life Financial January 2010 - June 2012
Sun Life Financial January 2002 - June 2010
Sun Life Financial September 1998 - January 2002
Provident Insurance June 1997 - September 1998
Skills
Underwriting, Life Insurance, Claim, Disability Insurance, Insurance, Employee Benefits, Customer Service, Leadership, Sales Management, Sales, Benefits Administration, Critical Illness, Group Insurance
Education
Assumption College 1993 — 1997
Bachelor's degree, Business/Corporate Communications
Holy Name Central Catholic High School 1989 — 1993
Sun Life Financial January 2014 - Present
Richardson & Co.,P.C. December 2003 - September 2013
Benjamin Realty Trust 1999 - 2010
Spaulding Rehabilitation Hospital 1994 - 1995
NOVA Chemicals 1989 - 1994
Skills
QuickBooks, Accounting, Accounts Payable, Marketing, Outlook, Bank Reconciliation, Expenses, Small Business, Journal Entries, Accounts Receivable, Account Reconciliation, Bookkeeping, Filing, Administration, PowerPoint
Education
Fitchburg State University
Business Administration and Management, General
Mount Wachusett Community College
Associate of Science (A.S.), Accounting and Business/Management
Anna Maria College
Education
St. Bernard's CCHS
MassMutual 2006 - Present
Sun Life Financial 2003 - 2006
Fidelity Investments 1999 - 2003
Skills
Instructional Design, Performance Consulting, Needs Analysis, Coaching, Financial Services, Training Delivery, Leadership Development, Insurance, Workshop Facilitation, E-Learning, Performance Management, Instructor-led Training, CRM
Education
Assumption College 1991 — 1995
Bachelors, Foreign Language
Randstad Technologies US February 2006 - Present
Sun Life Financial September 2001 - February 2006
Sun Life Financial September 2001 - February 2006
Skills
Technical Recruiting, Customer Relations, Recruiting, Program Management, Call Centers, Coaching, Vendor Management, Cold Calling, Human Resources, Interviews, Employee Relations, Internet Recruiting, Applicant Tracking..., Account Management, Contract Recruitment, Staffing Services, Talent Acquisition, Benefits Negotiation, Staff Augmentation, Training, Sourcing, Screening, Screening Resumes, Customer Service, Temporary Placement, College Recruiting, Call Center, Permanent Placement, Executive Search, IT Recruitment, Onboarding, Talent Management, Job Fairs, Taleo, Temporary Staffing, Recruitment Advertising, Corporate Recruiting
Education
Assumption College 1997 — 2001
Bachelors Degree, Marketing/Business
Saugus High School 1993 — 1997
Diploma
Gen Re March 2013 - Present
Delta Dental of Massachusetts October 2006 - March 2013
Guardian Life Insurance Company April 2005 - September 2006
Willis August 2004 - March 2005
Chickering Benefit Planning an Aetna Company September 2003 - July 2004
Sun Life Financial May 2000 - August 2003
MassMutual Financial Group September 1996 - April 2000
Paul Revere Insurance February 1993 - August 1996
Skills
Disability Insurance, Management, Employee Benefits, Insurance, Health Insurance, New Business Development, Account Management, Underwriting, Marketing, Sales, Customer Service, Strategic Planning, Negotiation, Marketing Strategy, Relationship Management, Sales Management, Risk Management, Contract Negotiation, Public Speaking, Vendor Management, Health Care Reform, Group Insurance, Health Savings Accounts, Leadership, Self-funded, Term Life Insurance, Life Insurance, Long-term Care, Workers Compensation, COBRA, Brokers, Claim
Education
Emmanuel College 2002 — 2007
MSM, Business
Anna Maria College 1982 — 1987
BA, Liberal Arts
Rogers Communications July 2015 - Present
Rogers Communications July 2014 - July 2015
Rogers Communications May 2013 - July 2014
Rogers Communications April 2011 - May 2013
Rogers Communications Inc. May 2002 - April 2011
Sun Life Financial August 2001 - January 2002
DMTI Spacial May 2000 - September 2000
Ministry of Natural Resources June 1998 - September 1998
Eurosal Inc January 1997 - May 1998
Skills
Call Center, Blackberry, Troubleshooting, Avaya, Telephony, Routers, FTP, Computer Hardware, Cabling, Switches, DNS, TCP/IP, DHCP, IVR, VoIP, Wireless, XP, Telecommunications, Windows, Customer Satisfaction, Customer Experience, iPhone, Windows Phone, Android, iPhone Support, Symbian, Call Centers, Networking, Mobile Devices, Contact Centers
Education
Educated by Life 2015 — 2015
Athabasca University 2012 — 2015
Business Administration and Management, General
Memorial University of Newfoundland (NB) 2008 — 2009
Business
York University 2000 — 2002
Digital Animation
Seneca College of Applied Arts and Technology 1999 — 2002
4 Year Honors Diploma, Computer Networking
Sun Life Financial February 1991 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Fixed Annuities, Investments, Estate Planning, Series 7, Investment Advisory, Financial Advisory, Life Insurance, Disability Insurance, Series 63, Asset Allocation, Investment Strategies, Pensions, Insurance, Wealth, Financial Planners, Portfolio Management
Education
Ateneo de Manila University
B Sc, CFP, CLU ChFC
Ateneo de Manila University
Bachelor of Science (BS)
Keller Williams Realty June 2015 - Present
Molisse Realty June 2002 - June 2015
Citizens Bank August 2000 - July 2002
Sun Life Financial January 2000 - January 2001
BankBoston January 1999 - January 2000
BankBoston, currently Bank of Americe January 1998 - January 2000
BankBoston January 1994 - January 2000
BankBoston January 1995 - January 1998
Skills
Sales, Sales Management, Motivation, Training, Management, Real Estate, Mortgage Lending, Investments
Education
Aquinas College
Business, Management, Marketing, and Related Support Services
Sun Life Financial June 2015 - Present
Sun Life Financial July 2014 - Present
Assumption College August 2012 - Present
Sun Life Financial April 2013 - July 2014
The New England Center for Children August 2011 - April 2013
Frozen Ropes Natick August 2011 - July 2012
Adams Cheshire Regional School District November 2007 - January 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Event Planning, Facebook, SPSS, Customer Service, Social Networking, Event Management, Teamwork, Editing, Leadership, Outlook, Data Analysis, Strategic Planning, Fundraising, Community Outreach, Teaching, Coaching, Sports, Critical Thinking, Nonprofits, Time Management
Education
Assumption College 2012 — 2016
Master’s Degree, Rehabilitation Counseling
Union College 2007 — 2011
B.S., Neuroscience
Hoosac Valley Regional High School 2004 — 2007
Beaumont Rehab/SNF January 2014 - Present
Golden LivingCenters August 2012 - Present
LPN May 2012 - Present
Liberty Mutual Group February 2008 - July 2010
MAB COMMUNITY SERVICES 2007 - 2009
Customer Value Partners 2007 - 2008
Petco 2006 - 2008
Sun Life Financial 2004 - 2007
Eveden 2002 - 2004
ValueOptions 2002 - 2003
Skills
Training, Customer Service, Quality Assurance, Management, Healthcare, Process Improvement, Call Centers
Education
Assabet Valley Regional Technical School 2011 — 2012
LPN, LPN
Qinsigamond Community College
Health/Health Care Administration/Management
Sun Life Financial June 2015 - Present
Boston University April 2013 - September 2014
BMC HealthNet Plan December 2012 - April 2013
American International College September 2010 - May 2012
American International College January 2009 - May 2012
CVS Caremark Corporation February 2011 - February 2012
Rite Aid Pharmacy September 2007 - August 2009
Education
American International College 2013 — 2015
Master of Business Administration (M.B.A.), Small Business Administration/Management
American International College 2008 — 2012
Bachelor of Science in Business Administration, Healthcare Management
Sun Life Financial June 2015 - Present
Suffield Veterinary Hospital May 2010 - Present
Sun Life Financial June 2013 - February 2015
Highland Park Market June 2006 - June 2010
Skills
Customer Service, Microsoft Word, Time Management, Microsoft Office, Social Media, PowerPoint, Management, Microsoft Excel, Problem Solving, Event Planning, Facebook, Great People Skills, Word, Negotiation, Organization, Insurance, Public Speaking, Teamwork, Social Networking, Photography, YouTube, Twitter, E-Learning, QPS, Research, Team Building, Data Entry, Customer Retention, Telephone Skills, Creative Writing, Cashiering, Retail, Customer Satisfaction, Receptionist Duties, English, Administrative..., Typing, Phone Etiquette, Networking, Budgets, Fax, Office Administration, Customer Experience, Computer Proficiency, Lotus Notes, Critical Thinking
Education
Bay Path College 2011 — 2013
Bachelor's degree, Business Administration
Asnuntuck Community College 2008 — 2011
Associates, General Studies
Suffield High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Atlantic Trust Private Wealth Management October 2014 - Present
Atlantic Trust April 2011 - September 2014
Atlantic Trust April 2008 - March 2011
Sun Life Financial January 2006 - March 2008
Sun Life Financial January 2002 - January 2006
Skills
Investments, Alternative Investments, Financial Services, Vendor Management, Mutual Funds, Process Improvement, Equities, Financial Analysis, Business Analysis, Wealth Management, Project Management, Microsoft Office
Education
Assumption College 1996 — 2000
Bachelor's degree
Willis July 2015 - Present
Willis March 2014 - July 2015
Canine Therapy Corps April 2011 - March 2014
Canine Therapy Corps April 2011 - April 2012
Sun Life Financial 2005 - 2011
Schelde North America 1999 - 2005
Skills
Advocacy, Non-profits, Dog Behavior, Program Management, Community Outreach, Accounts Payable, Social Media Outreach, Educational Outreach, Media Outreach, Volunteer Management, Public Outreach, Public Speaking, Fundraising, Donor Management, Non-profit..., Event Planning, Purchase Orders, Donor Recognition, Volunteer Recruiting, Marketing, Office Administration, Donor Perfect, Term Life Insurance, Volunteering, Volunteer Training, Disability Insurance, RFP, Insurance Sales, Technical Support, Accounts Receivable, Payroll, QuickBooks, Sales Order Processing, Constant Contact, Technical Writing, Psychosocial..., Youth Empowerment, Copywriting
Education
Aquinas College 1999 — 2003
Communications, Minor in Writing
Deloitte Canada April 2012 - Present
Sun Life Financial September 2011 - April 2012
Queen's School of Business September 2010 - April 2011
Queen's University - Technology, Engineering & Management September 2010 - April 2011
North American (Shenyang) Industrial Park Co. Ltd June 2010 - July 2010
Service Canada April 2009 - August 2009
Service Canada May 2008 - August 2008
Gail Maida Notary Public November 2006 - May 2007
Skills
MS Word, MS Excel, MS PowerPoint, Media Relations, Social Media Marketing, Transfer Pricing, Financial statement..., Comparability analysis, Program Management, Financial Statement..., Microsoft Excel, Event Planning, Management, Analysis, Leadership, Teamwork, Human Resources, Cross-functional Team..., Training, Time Management, Editing, Strategy, Social Media, Economics, Management Consulting, Marketing, Research, Entrepreneurship, CRM, PowerPoint, Strategic Planning, Project Management, Financial Analysis, Public Speaking, Marketing Communications, Business Planning, Business Strategy, Finance, Data Analysis, Marketing Strategy, Market Research, Financial Modeling, Business Analysis, Business Development, Competitive Analysis, Project Planning, Consulting, Market Analysis, Corporate Finance
Education
Queen's University 2007 — 2011
Bachelor of Commerce (Honours)
Athabasca University
Advanced Accounting
Ecole Secondaire Hugh McRoberts Secondary School 2002 — 2007
French immersion
SMCI June 2014 - Present
Sun Life Financial July 2011 - May 2014
Golden Resources Group May 2001 - December 2012
Drake Materials March 2006 - July 2010
Skills
Sales, Contract Negotiation, Team Leadership, Customer Service, Budgets, Account Management, Sales Management, New Business Development, Microsoft Excel, Negotiation, Marketing, Social Media, Project Management, Microsoft Office, Marketing Strategy, Event Planning, Forecasting, Microsoft Word, Concrete, People Skills
Education
Arizona State University 2000 — 2006
Bachelors of Interdisciplinary Studies, Business, Tourism
San Ramon Valley High School 1996 — 2000
Sun Life Financial 2015 - Present
Info-Tech Research Group 2013 - 2015
Booz & Company 2013 - 2013
Ernst & Young (MENA) 2012 - 2013
Tandemvision LLP 2011 - 2012
Zain 2008 - 2011
Deloitte Middle East 2005 - 2008
Accenture 2001 - 2005
Swedtel AB 1994 - 1998
Skills
Business Strategy, Program Management, Telecommunications, Management Consulting, Strategic Planning, Strategy, Wireless, Business Transformation, IT Strategy, Managed Services, Business Development, Business Analysis, Business Process..., CRM, Cloud Computing, Mobile Devices, Outsourcing, Business Planning, Mergers, Project Portfolio...
Education
ESCP Europe 1998 — 2000
MBA, Business Administration
American University of Beirut 1995 — 1998
M.Eng., Telecommunications
Pearson Learning Solutions June 2013 - Present
Pearson Learning Solutions May 2008 - June 2013
GateHouse Media March 2004 - May 2008
On the Water Media Group August 2002 - March 2004
Emerson College August 2001 - August 2002
Sun Life Financial June 1999 - August 2001
Skills
Management, Project Management, Publishing, Research, Writing, Permissions, Editing, Pagination, Administrative..., Customer Service
Education
Assumption College 1995 — 1999
Bachelor of Arts (B.A.), English
Bishop Fenwick 1991 — 1995
Sun Life Financial June 2013 - Present
Sun Life Financial November 2010 - Present
London life / Great-West Lifeco Inc March 2010 - November 2010
Libro Financial Group January 2010 - March 2010
Citi October 1998 - November 2009
Skills
Kirkpatrick, Learning Management, Vendor Management, Needs Analysis, Workshop Facilitation, Employee Training, Performance Consulting, Performance Management, Organizational..., Change Management, Blended Learning, Coaching, Team Building, Training Delivery, Process Improvement, Employee Engagement, Instructional Design, Organizational..., Call Centers, Talent Management, Training, Project Planning, Adult Education, Management, Team Leadership, Leadership
Education
Athabasca University 2008 — 2010
Instructional Design, Distance Education Instructional Design
St. Francis Xavier University
Adult Education, Education
Universal Wilde August 2014 - Present
Sundial Digital January 1997 - August 2014
groSolar July 2012 - February 2014
Sun Life Financial November 2007 - January 2009
Experience, Inc. 2007 - 2007
Rainlake Productions 1999 - 2003
Skills
Email Marketing, Advertising, Web Development, Digital Marketing, Film Production, Film Editing, WordPress, Graphic Design, Adobe Creative Suite, Digital Media, Creative Direction, Marketing, Mac, Marketing Strategy, Social Media, Content Strategy, Integrated Marketing, Online Marketing, Lead Generation, Social Media Marketing, Direct Marketing, Strategy, Direct Mail
Education
Emerson College 2008 — 2010
MA, Visual & Media Art
American University 1991 — 1994
BA, Visual Media, Communications
Public Consulting Group June 2014 - Present
Public Consulting Group July 2012 - May 2014
Sun Life Financial December 2009 - July 2011
Sun Life Financial December 2009 - July 2011
Sun Life Financial July 2008 - December 2009
FOOTSLOGGERS, MAST GENERAL September 1998 - December 2007
Skills
Series 6, Mutual Funds, Financial Services, Fixed Annuities, Insurance, Investments, Series 7, Strategic Financial..., Asset Allocation, Retirement, Securities, Financial Advisory, Retirement Planning, 401k, Relationship Management
Education
Appalachian State University 2002 — 2007
BS, Business Administration
Sun Life Financial December 2013 - Present
CoolChip Technologies, Inc. August 2013 - December 2013
The Solar Foundation January 2013 - April 2013
AccountAbility July 2012 - August 2012
Pinchina Consulting April 2012 - August 2012
l'Institut Arabe des Chefs d'Entreprises (IACE) June 2012 - June 2012
Ecodecision June 2011 - August 2011
Earthjustice September 2010 - January 2011
Tucker, Heifetz & Saltzman, LLP January 2007 - July 2010
Skills
International..., Policy Analysis, International Relations, Sustainability..., Spanish, Strategic Planning, PowerPoint, Qualitative Research, Quantitative Research, Management Consulting, Research, Community Outreach, Policy, Strategic Communications, Analysis, Business Analysis, Program Evaluation, Environmental Policy, Renewable Energy, Microsoft Excel, SPSS, Visio, Requirements Gathering, Use Case Analysis
Education
American University 2010 — 2013
MBA and MA, Global Environmental Policy and Sustainable Business
Eckerd College 2002 — 2006
Bachelors of Arts, Environmental Studies & International Relations
IBEW local 103 June 2015 - Present
Harvard Garndens April 2015 - June 2015
Harvard Gardens April 2014 - April 2015
Harvard Gardens December 2013 - April 2014
Propel Marketing January 2013 - June 2013
Kyocera New England October 2012 - December 2012
Cintas Corporation October 2007 - April 2011
Sun Life Financial December 2004 - September 2007
Olympic Moving and Storage March 2002 - September 2007
New York Life Insurance Company October 2001 - March 2002
Skills
Account Management, Cold Calling, Customer Service, New Business Development, Marketing Communications, Salesforce.com, Outside Sales, Digital Marketing, Online Marketing, Sales Process, Contract Negotiations, Problem Solving, Customer Relations, Marketing, Sales, Sales Operations, Management, SEO, Social Media, Direct Sales, Strategic Planning, Sales Presentations
Education
Arizona State University 1998 — 2002
Bachelor of Interdisciplinary Studies, Business and Communications
Matignon High School 1990 — 1994
Cloud Sherpas March 2007 - Present
Sun Life Financial June 2006 - February 2007
Comfac Corporation July 2003 - May 2006
Stradcom Corporation August 2002 - July 2003
Skills
SDLC, Business Analysis, Visio, Software Project..., SQL, IT Management, MS Project, Microsoft SQL Server, Business Process..., Business Intelligence, Systems Analysis, PMO, ITIL, ETL, Project Management, Requirements Analysis, Program Management, Production Support, Incident Management, Project Portfolio...
Education
Ateneo de Manila University 1998 — 2002
Bachelor of Science
Johnson McCann January 2011 - Present
Sun Life Financial May 2008 - November 2010
Steve Madden March 2005 - March 2007
Skills
Enterprise Risk..., Underwriting, Employee Benefits, Employee Benefit Plan..., Healthcare Industry, HR Solutions, Insurance Strategies, Insurance, Team Building, Strategic Planning, Marketing, Disability Insurance, Sales, Customer Service, Brokers, CRM, Health Insurance, HRIS, Management, Leadership, Account Management, Human Resources
Education
Arizona State University 2004 — 2008
Communication, Tourism Management
Arizona State University 2004 — 2008
BS, Communication, Recreation and Tourism Management
HUB International May 2015 - Present
Blue Cross Blue Shield of Massachusetts June 2014 - May 2015
Blue Cross Blue Shield of Massachusetts May 2013 - June 2014
Blue Cross Blue Shield of Massachusetts February 2011 - May 2013
Blue Cross & Blue Shield of Rhode Island September 2004 - February 2011
Sun Life Financial June 2001 - September 2004
Sun Life Financial June 2001 - September 2004
Advanced Marketing Solutions September 1998 - June 2001
Advanced Marketing Solutions September 1998 - June 2001
Skills
Health Insurance, Underwriting, Employee Benefits, Disability Insurance, Life Insurance, Reinsurance, Process Improvement, Data Analysis, Healthcare, Health Savings Accounts, Health Care Reform, HMO, Dentistry, Risk Management, Training, Financial Services, Insurance, Medicare, Financial Analysis, HIPAA, Customer Service, Leadership, Health Policy, Brokers, Team Management, Financial Risk, Medicare Part D, Benefits Administration, Analysis, Strategic Financial..., Group Insurance, Managed Care, Self-funded, Finance, Call Centers, COBRA, Long-term Care, Provider Relations, Retirement, 401k, Medicaid, Workers Compensation, Actuarial Science, Claim, Claims Management, Term Life Insurance, Healthcare Consulting, Vendor Management, Account Management, Analytics
Education
Assumption College 1998 — 2001
Bachelor of Arts (BA), Business Management
Mount Wachusett Community College 1996 — 1998
Business
Westerly High School
IBM Canada July 2012 - Present
TD Bank July 2012 - Present
Loblaw Companies Limited March 2009 - April 2012
Sun Life Financial April 2007 - May 2008
Sun Microsystems June 2004 - April 2007
Marsh August 2002 - August 2003
Mercer July 2000 - August 2002
Mobshop Inc. March 2000 - July 2000
Air Canada September 1999 - March 2000
Oracle Corporation March 1992 - July 1999
Skills
Vendor Management, IT Strategy, Enterprise Architecture, ITIL, Integration, IT Operations, Leadership, IT Service Management, Data Center, Cloud Computing
Education
Athabasca University 2006 — 2010
Executive MBA, Business Leadership
Sheridan College 2000 — 2004
Business Diploma, Marketing
Ivey Business School at Western University 2010 — 2010
Ivey Leadership Programme - Executive Development
Ivey Business School at Western University 1994 — 1994
Managing Information Technology Effectively - Executive Development
Lorne Park Secondary School 1980 — 1985
High School
Junior Achievement of Northern New England August 2014 - Present
Unum January 2012 - Present
Sun Life Financial June 2011 - January 2012
Sun Life Financial 2008 - 2011
Sun Life Financial 2004 - 2008
Skills
Employee Benefits, Risk, Insurance, Health Insurance, Disability Insurance, Group Insurance, Underwriting, Customer Service, Leadership, Coaching, Microsoft Excel, Project Management, Life Insurance, Public Speaking, Sales, Account Management, Training, Access, Financial Risk, Brokers, Claim, Term Life Insurance, Process Improvement
Education
Assumption College 2000 — 2004
Bachelor's, Economics
Auburn High School
Anthem May 2012 - Present
UPS October 2011 - May 2012
Innovative Insurance, LLC December 2010 - April 2011
United Health Care November 2009 - December 2010
ING Employee Benefits September 2007 - December 2009
Sun Life Financial October 2003 - September 2007
Sun Life Financial June 2000 - October 2003
Sun Life Financial June 1999 - June 2000
UnumProvident May 1998 - June 1999
Paul Revere Insurance Co. June 1997 - May 1998
Skills
Insurance, Selling, Strategic Planning, Employee Benefits, New Business Development, Sales, Claim, Customer Service, Recruiting, Marketing, Sales Process, Property & Casualty..., Analysis, Brokers, Finance, Disability Insurance, Life Insurance, Health Insurance, Underwriting
Education
Assumption College 1995 — 1997
Bachelor of Arts (B.A.), History
University of Massachusetts, Amherst 1992 — 1994
North Andover High School
Self Employed February 2014 - Present
Vista Higher Learning February 2010 - January 2014
Sun Life Financial Distributors, Inc. July 2005 - February 2010
Sun Life Financial July 2004 - July 2005
Skills
Employee Benefits, Onboarding, Benefits Administration, HRIS, Recruiting, Employee Relations, New Hire Orientations, Event Planning, Project Management, Human Resources, Training, Customer Service, Coaching, Talent Management, Talent Acquisition, Performance Management, Interviews
Education
Suffolk University 2007 — 2010
Masters, Human Resources
Assumption College 2000 — 2004
BA, Sociology
University of Wollongong 2003 — 2003
Spring Semester Study Abroad
North Andover High School 1996 — 2000
Sun Life Financial October 2013 - Present
ViryaNet is now part of Verisae June 2012 - October 2013
Axeda June 2011 - June 2012
Silverlink October 2009 - June 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2005 - March 2008
Fidelity Investments April 2005 - March 2008
Fidelity Investments October 2000 - April 2005
Disability Management Services, Inc. 1995 - 2000
Skills
Program Management, Change Management, Business Process..., Strategic Planning, Offshoring, Outsourcing, Information Technology, Vendor Management, Business Analysis, SDLC, Process Improvement, Software Project..., Requirements Gathering, PMP, Requirements Analysis, Agile Methodologies, Visio, SaaS, PMO, Project Management, SharePoint, Crystal Reports, OpenAir, Six Sigma, Risk Management, Enablement, Quick Arrow, Salesforce.com, Project Manager..., Integration Projects, Negotiation, Diplomacy, Middleware, Application..., SQL, Healthcare, Coordination of Benefits, Healthcare Analytics, Healthcare Industry, Financial Services, Defined Benefit, Implementation..., Implementation..., Insurance, Disability Insurance, Healthcare Information..., Project Coaching, Manage Client..., Estimating, Compliance
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial June 2014 - Present
Gradient Technologies Inc March 2008 - June 2014
COTA Health (Gradient Technologies) May 2007 - February 2008
Trader Corporation August 2004 - April 2007
AT&T August 2000 - August 2004
Skills
PMP, SDLC, Software Project..., Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, IT Strategy, Business Process..., Team Leadership, Team Management, Enterprise Architecture, Change Management, Agile Methodologies, Solution Architecture, Integration, Resource Management, Requirements Analysis, Project Portfolio...
Education
Andhra University 1997 — 1998
MBA
St.Joseph Secondary School, Visakhapatnam 1981 — 1991
Navigant September 2012 - Present
Navigant Consulting June 2011 - September 2012
Sun Life Financial January 2010 - June 2011
Sun Life Financial January 2008 - January 2010
Sun Life Financial January 2007 - January 2008
Sun Life Financial January 2004 - December 2006
Sun Life Financial February 2003 - January 2004
Sun Life Financial June 2001 - February 2003
Skills
Process Improvement, Leadership, Employee Benefits, Business Analysis, Customer Service, Program Management, Business Process..., Strategic Financial..., Project Management, Change Management, Strategy, Management, IT Strategy, Business Process, Training, Financial Services
Education
Assumption College 1997 — 2001
Cheverus High School 1997 — 1997
Diploma, College Prep
Westbrook
Symetra March 2013 - Present
Commonwealth Financial Network October 2007 - February 2013
Sun Life Financial 2004 - 2007
Skills
Insurance, Mutual Funds, Retirement Planning, Retirement
Education
Boston College 2001 — 2004
Psychology
Assumption College 2000 — 2001
Aon Hewitt January 2012 - Present
Towers Watson 2007 - December 2011
Morneau Sobeco 2000 - 2007
Sun Life Financial 1998 - 2000
Sun Life Financial 1994 - 1998
Reuters 1988 - 1994
Ontario Lottery and Gaming Corporation 1986 - 1988
Skills
Employee Engagement, Internal Communications, Strategic Communications, Corporate Communications, Change Management, Marketing, Organizational..., Integrated Marketing, Strategic Planning, Strategy, Communications Planning, Employee Benefits, Marketing Communications, Communication Training, Crisis Communications, Leadership, Management, Performance Management, Consulting
Education
IABC Accreditation College 2009 — 2010
ABC, Professional Designation
Ryerson University 2008 — 2010
MA, Communication and Culture
Athabasca University 1997 — 1999
MBA, Strategy, HR, Marketing
University of Toronto 1988 — 1992
MA, BA Honours, English
Carleton University
Journalism and Film Studies
Wizni, Inc. November 2014 - April 2015
Kaiser Permanente July 2014 - September 2014
Hewlett-Packard September 2013 - July 2014
Kaiser Permanente August 2011 - August 2013
Deloitte Consulting September 2010 - June 2011
Sun Life Financial February 2008 - August 2010
Saven Technologies October 2007 - August 2010
Education
Arizona State University 2003 — 2006
MSE, Electrical Engineering
Osmania University 1999 — 2003
BE, Electrical Engineering
SAP June 1995 - Present
SAP Business Objects 2008 - 2009
Business Objects, an SAP company January 2008 - December 2008
Business Objects January 2004 - December 2007
Business Objects (acquired Crystal Decisions) 2003 - 2007
Crystal Decisions (now Business Objects) 1995 - 2007
Crystal Decisions January 2000 - December 2003
Seagate Software June 1995 - December 1999
Sun Life Financial January 1990 - March 1995
Urban Banking Corporation July 1988 - January 1990
Skills
Business Intelligence, Cloud Computing, SaaS, Enterprise Software, Go-to-market Strategy, Web Services, Databases, Business Objects, Professional Services, Integration, Data Warehousing, Software Project..., Unix, Salesforce.com, Business Process, SQL, Agile Methodologies, Master Data Management, IT Strategy, Data Integration, Virtualization, Business Analytics, Requirements Analysis, ERP, Pre-sales, Agile Project Management, Architecture, Software Development, Business Analysis, Enterprise Architecture, Start-ups, Strategic Partnerships, Solution Selling, Big Data, CRM, Microsoft SQL Server, Product Management, Software Industry, Mobile Devices, Sales Process, Oracle, SOA, Analytics, Consulting, Sales Enablement, Dashboard, Solution Architecture, Partner Management, Business Alliances, SDLC
Education
Ateneo de Manila University 1983 — 1988
BS, Computer Engineering
Ateneo de Manila University 1983 — 1987
BS, Physics
Sun Life Financial December 2013 - Present
Sun Life Financial August 2012 - December 2013
Sun Life Financial October 2011 - August 2012
Sun Life Financial January 2011 - October 2011
Sun Life Financial May 2006 - February 2011
The New England Center for Children January 2006 - May 2006
UMass Medical School 2004 - 2006
The Paul Center for Recreation and Learning May 2005 - August 2005
The Paul Center for Recreation and Learning May 2004 - August 2004
O'Rourke Career Connections April 2004 - June 2004
Skills
Data Analysis, Outlook, Project Management, Analysis, Research, Quality Assurance, Employee Benefits, Insurance, Interviews, Editing, Finance, Accounting, Business Analysis, Visio, Negotiation, Access, Risk Management, Process Improvement
Education
Assumption College 2002 — 2006
Bachelor of Arts, Psychology
Bond University 2005 — 2005
Study Abroad, Liberal Arts
College International de Cannes 2004 — 2004
Study Abroad, French Studies
OPSEU Pension Trust 2007 - Present
Canada Post Corp. Pension Plan 2006 - 2007
Sun Life Financial 2003 - 2005
TD Asset Management 1992 - 2003
Toronto-Dominion Bank 1988 - 1992
Bank of Montreal 1987 - 1988
Shearson Lehman 1985 - 1986
Skills
Equities, Portfolio Management, Asset Managment, Investment Strategies, Investments, Capital Markets, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Derivatives, Valuation, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Management
Education
Columbia University - Columbia Business School 1983 — 1984
MBA
Ateneo de Manila University 1978 — 1982
BSc
Southcoast Health System & Southcoast Hospitals Group January 2014 - Present
Southcoast Hospitals Group February 2013 - January 2014
Steward Health Care July 2011 - February 2013
Steward Health Care July 2009 - January 2012
Invensys March 2009 - June 2009
enLabel Global Services August 2007 - February 2009
The Legacy Companies May 2004 - July 2007
Sun Life Financial June 2002 - April 2004
Skills
Training, Software Documentation, EMR
Education
Assumption College 1998 — 2002
Sun Life Financial October 2003 - Present
Education
Arkansas State University 1986 — 1992
Ontario Teachers' Pension Plan May 2014 - Present
Sun Life Financial April 2010 - May 2014
Fidelity July 2007 - October 2008
BAXTER CORPORATION August 2006 - July 2007
Baxter August 2005 - July 2006
Sprint Canada April 2002 - June 2004
Sprint Canada February 2000 - April 2002
Skills
Business Analysis, Project Management, Process Improvement, Budget, PMO, Financial Analysis, Financial Planning, Project Finance, Financial Modeling, Managerial Finance, Forecasting, Strategic Financial..., Analysis, Business Process, Business Intelligence, Strategy, Change Management, Management, Budgets
Education
Aspen University 2010 — 2014
MBA
York University 1980 — 1984
Bachelor of Arts
TD Securities, Capital Markets Risk Management February 2015 - Present
RBC Wealth Management May 2014 - February 2015
Scotia iTRADE June 2013 - April 2014
Capco October 2012 - May 2013
CGI February 2012 - October 2012
Sapient Global Markets August 2010 - January 2012
Sun Life Financial September 2009 - August 2010
su mitra Inc. May 2009 - August 2009
Tata Consultancy Services May 2005 - July 2008
Skills
Financial Analysis, Capital Markets, Equities, Risk Management, Derivatives, Business Analysis, Management Consulting, Risk, Business Design, Business Strategy, FX, Fixed Income, Trading, Business Planning, Securities, Financial Planning, Strategic Consulting, People Management, Problem Solving, Requirements Analysis, Systems Analysis, Banking, Bonds, Regulatory Requirements, Regulatory Analysis, Strategic Financial..., FX Options, Management, Financial Risk, Business Requirements, Analysis, Valuation, Financial Modeling, Team Management, Strategy, Leadership, Business Process..., Investment Banking, Requirements Gathering, Portfolio Management, Market Risk, SDLC, Business Process, Business Transformation, PMO, Trading Systems, Wealth Management, Consulting, Financial Services, IT Strategy
Education
CFA Institute, VA, USA 2010 — 2010
University of Toronto - Rotman School of Management 2008 — 2010
Master of Business Administration (MBA)
Amravati University 2000 — 2004
B.E, Electronics & Telecommunication Engineering
Banasthali Public School 1996 — 1998
High School, Science
Sun Life Financial August 2012 - August 2014
Sun Life Financial Services November 2008 - August 2012
Evalueserve August 2006 - April 2008
HCL BPO February 2004 - August 2006
Skills
Vendor Management, Customer Service, Team Leadership, Insurance, Leadership, Training, Coaching, Change Management, Team Building
Education
Anna University 1999 — 2003
Bachelor's Degree, Computer Engineering
Malco Vidyalaya 1995 — 1999
Delhi Public School 1988 — 1995
Sun Life Financial July 2012 - Present
Sun Life Financial June 2011 - July 2012
Sun Life Financial June 2007 - June 2011
Skills
Investments, Asset Management, Valuation, Financial Modeling, Argus Modeling, Leasing, Acqusition, Appraisals, Investment Properties, Disposition, Portfolio Management, Real Estate, Due Diligence, Financial Analysis, Leases, Acquisitions, Real Estate Transactions, Finance, Management
Education
Merrimack College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Assumption College 2001 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Citistar Financial February 2006 - Present
Sun Life Financial January 2006 - May 2010
KPMG August 1999 - June 2003
Citibank December 1981 - January 1991
Education
De La Salle University 1976 — 1981
AB BCom, Applied Economics and Accounting
Ateneo de Manila University 1968 — 1976
Grade School & High School
Symetra Financial September 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Sun Life Financial May 2012 - May 2014
Sun Life Financial August 2005 - May 2012
Family Health Center of Worcester 2004 - 2005
The Mathworks 2000 - 2003
Allmerica Financial 1992 - 2000
State Mutual Life Assurance Co. 1986 - 1992
Skills
Actuarial Science, SDLC, SQL, Requirements Analysis, Requirements Gathering, Software Development, Microsoft SQL Server, Systems Analysis, Business Analysis, Software Project..., Databases, Visio, Calculations, Microsoft Office, Mainframe, Business Requirements, Project Management, Quality Assurance
Education
Anna Maria College 1982 — 1986
BS, Computer Science
Sun Life Insurance July 2013 - Present
Sun Life Financial May 2012 - June 2013
Sun Life Financial - Client Solutions Center September 2010 - June 2013
SUN LIFE -Licensed across Canada- Wealth & Protection products (Group Savings & Income products September 2010 - May 2012
Manulife Financial - Affinity Markets, Montreal, QC April 2007 - September 2010
Globemed Ltd 2003 - 2005
Cumberland Insurance & Reinsurance January 2001 - January 2003
Cumberland Insurance & Reinsurance, Eastern Province Head office January 1999 - January 2001
Cumberland Insurance Co. January 1996 - January 1999
American University Of Beirut AUB/ AUH, Comptroller's Office January 1990 - January 1998
Skills
Analysis, Insurance, Life Insurance, Management, Training, Health Insurance, Disability Insurance, Customer Service, Change Management, Employee Benefits, Sales, Finance, Investments
Education
Certified Coaches Federation 2015 — 2015
Certified Coach Practitioner, Certified life and executive coaching training
Impact - Street smart 2013 — 2013
Facilitating with impact, Facilitation techniques for adult learning
College Bois-De-Boulogne,Montreal 2011 — 2011
IFIC, Investment Funds in Canada Certificate
FUSION Learning Inc. 2011 — 2011
Direct Sales Training, http://www.fusionlearninginc.com/
EB KNOWLEDGE 2009 — 2009
Group Employee Benefits 360 degrees courses, Employee Benefits
McGill University
Marketing Course
Autorité des Marchés Financiers 2006 — 2006
Insurance of Persons Licence Certification
American University of Beirut
Bachelor Degree, Public Administration
La Sagesse University
Civil Law (completed 2 out of 4 years)
Hanna Interpreting Services LLC May 2015 - Present
Apartment List January 2015 - Present
NAI Northern California May 2014 - July 2014
Sun Life Financial September 2011 - June 2013
Citi March 2010 - September 2011
The Philippine Stock Exchange, Inc. November 2007 - November 2009
Skills
Management, Business Development, Marketing, Business Strategy, Due Diligence, Marketing Strategy, Market Research, Teamwork, Relationship Management, Competitive Analysis, Market Analysis, Sales, CRM, Economics, Strategic Planning, Banking, Bloomberg Terminal, Salesforce.com, Investments, Mutual Funds, Capital Markets, Resilience, Financial Markets, Organizational Behavior, Cross-cultural..., Tenacious Work Ethic, Presentations, Product Marketing, Advertising
Education
Hult International Business School 2013 — 2014
Master's degree
Ateneo de Manila University 2003 — 2007
Bachelor of Arts (BA)
University of California, Berkeley, Haas School of Business
Sun Life Financial July 2010 - Present
Skills
Disability Insurance, Life Insurance, Sales, Employee Benefits, Dental Insurance, Account Management
Education
University of Wisconsin-Madison 2006 — 2010
Bachelor of Science (BS), Economics
Anglo-americká vysoká škola - Praha 2008 — 2009
Entrepreneurship/Entrepreneurial Studies
Sun Life Financial February 2012 - Present
Xaverian Brothers High School January 2009 - Present
Columbia Management October 2010 - August 2011
Sun Life Financial July 2007 - January 2009
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Investments, 401k, Retirement Planning, Retirement, FINRA, Asset Allocation, Wealth Management, Insurance, Securities, Variable Annuities, Strategic Financial..., Separately Managed..., Life Insurance, Uniform Combined State..., Series 65
Education
Assumption College 2003 — 2007
Bachelors, Business Management, Minor - Political Science
Xaverian Brothers High School 1999 — 2003
Sun Life Financial January 2015 - Present
IBM Canada June 2014 - December 2014
Scotiabank February 2014 - June 2014
Shoppers Drug Mart January 2013 - January 2014
Manulife Financial February 2011 - December 2012
eHealth Ontario ( Smart Systems for Health Agency) May 2006 - February 2011
NTS WEB - Content and Financial Solutions May 2005 - May 2006
RBC October 2004 - May 2005
Genworth Financial January 2004 - October 2004
The Guardian Life Insurance Company of America May 2003 - December 2003
Skills
PMO, Business Requirements, Requirements Analysis, SDLC, PMP, Software Project..., Project Portfolio..., Visio, ITIL, Vendor Management, Business Process..., Business Analysis, Testing, Quality Assurance, Software Documentation, Analysis, Databases, Project Management, Requirements Gathering, Management
Education
Asian Institute of Technology 1998 — 2000
Master of Science (M.Sc.), Information Mgmt & Computer Science
Asian Institute of Technology 1998 — 2000
Master's degree, Information Technology
Symetra December 2014 - Present
Delaware Life Holdings August 2013 - November 2014
Sun Life Financial March 2007 - August 2013
Sun Life Financial November 2004 - March 2007
Sun Life Financial July 2001 - November 2004
Saltus Press June 1999 - April 2001
Skills
Business Analysis, Financial Services, Process Improvement, Requirements Gathering, Business Requirements, Fixed Annuities, Life Insurance, Variable Annuities, Customer Service, Written & Oral..., Business Process..., Document Management, Investments, Document Drafting, Microsoft Office, Reporting & Analysis, Business Writing, Document Review, Procedures Documentation, Collaboration, Insurance, Analysis, Relationship Management, Microsoft Excel, Requirements Analysis, Securities, Visio
Education
Bryant University 2014 — 2014
Business Analysis Certification, Business Analysis
Assumption College 1997 — 2001
Bachelor of Arts, Business Communications, Business Writing
Sun Life Financial January 2012 - Present
Sun Life Financial January 2011 - January 2012
Sun Life Financial October 2008 - January 2011
Sun Life Financial April 2005 - October 2008
Sun Life Financial January 2004 - April 2005
Sun Life Financial June 2001 - January 2004
Sun Life Financial June 2000 - June 2001
Skills
Information Technology, Business Process..., Visio, Cross-functional Team..., Process Improvement, Insurance, Project Management, Business Analysis, Risk Management, Project Portfolio..., PMO, Requirements Gathering, Requirements Analysis, Vendor Management, PMP
Education
Assumption College 1996 — 2000
Bachelor's degree, Social Rehabilitation and Management
Assumption College 1996 — 2000
Social Rehabilitation and Management
Sun Life Financial September 2013 - Present
Bi-County Collaborative September 2008 - August 2013
Enable, Inc. June 2007 - September 2008
Skills
Excel, Counseling, Mental Health, Adolescents, Special Education, Analytical Abilities, Disability Services, Report Writing, Case Management, Clinical Documentation, Training, Disabilities, Group Therapy, Fundraising, Psychotherapy, Case Managment, Microsoft Excel, Treatment, Higher Education, Mental Health Counseling
Education
Assumption College 2006 — 2007
Master's of Arts, Rehabilitation Counseling
Assumption College 2002 — 2006
Bachelor of Arts, Human Services and Rehabilitation Studies
Sun Life Financial June 2014 - Present
Women's Fund of Western Massachusetts January 2014 - Present
Sun Life Financial May 2011 - June 2014
MetLife August 2010 - May 2011
Disability Management Services, Inc. June 2006 - August 2010
A. L. Cignoli Co. December 2005 - June 2006
Friendly's Ice Cream August 1999 - June 2006
Skills
Claim, Liability, Disability Insurance, Insurance, Claims Management, Employee Benefits, Risk Management, Claim Investigation, Analysis, Coaching, Benefits Administration, Negotiation, Customer Service, Legal Writing, General Insurance, Relationship Management, Dispute Resolution, Process Improvement, Employee Relations, Workers Compensation, Health Insurance, Fraud, Life Insurance, Accident
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration and Management, General, 3.97 gpa
American International College
Bachelor of Arts, Communication
Special Needs Advocate April 2004 - Present
LANConnect Systems, Inc. January 2013 - November 2013
Delta Projects September 2012 - November 2012
CASTLES UNLIMITED February 2012 - April 2012
HEBREW SENIORLIFE: Newbridge on the Charles/Hebrew Rehabilitation Center September 2008 - April 2009
CARITAS CHRISTI HEALTH CARE December 2007 - July 2008
VIRGIN LIFE CARE January 2006 - July 2006
SUN LIFE FINANCIAL August 2005 - December 2005
RIVERSIDE COMMUNITY CARE December 2003 - January 2005
MFS INVESTEMENT MANAGEMENT August 1999 - January 2003
Skills
Recruiting, Employee Relations, Human Resources, Talent Acquisition, Talent Management, Coaching, Sales&Marketing, Client Visits, Influence Others, Rainmaker, Advisory Work, Advocacy, Job Coaching, HR Consulting, Strategic Sourcing
Education
Assumption College
Certificate, Human Resource Management
Assumption College
B. S., Social Sciences, GPA 3.7
Tektronix Communications October 2014 - Present
Citi July 2009 - July 2014
Findhelp Information Services July 2008 - July 2009
TD August 2007 - June 2008
SAP Triversity July 2006 - July 2007
Teranet Inc. January 2006 - June 2006
Telus Mobility July 2005 - December 2005
Sun Life Financial January 2005 - July 2005
CIBC January 2004 - January 2005
Community Information Toronto November 2002 - December 2003
Skills
SOA, Agile, SCRUM, Java, Java Enterprise Edition, SQL, PL/SQL, Flex, Spring, Hibernate, Weblogic, Websphere, WebSphere MQ, TIBCO, Unix, OOAD, REST, WebLogic, Oracle, Data Modeling, Spring Framework, XML, Web Services, Agile Methodologies, SDLC, Integration
Education
Aspen University
Master's degree, Master of Science in Information Systems - Enterprise Application Development
Tel Aviv University
Bachelor of Science (BSc)
Harvard Pilgrim Health Care November 2014 - Present
Aon Consulting October 2005 - November 2014
Tufts Health Plan October 2003 - October 2005
BCBS of MA June 2001 - October 2003
Sun Life Financial November 1999 - June 2001
Skills
Underwriting, Insurance, Health Insurance, Employee Benefits
Education
Assumption College 1994 — 1998
BA, History
Bell Canada December 2012 - Present
Bell Canada October 2010 - November 2012
TD Wealth Management August 2010 - December 2010
Dundee Wealth Management October 2008 - August 2010
National Bank Financial May 2007 - September 2008
Fidelity Investments, June 2006 - April 2007
Sun Life Financial May 2005 - June 2006
Skills
Quality Assurance, Test Planning, Manual Testing, Quality Center, User Acceptance Testing, QTP, SDLC, Test Strategy, System Testing, Oracle, Regression Testing, Unix, DB2, Requirements Analysis, Microsoft SQL Server, Test Cases, Test Automation, HP Quality Center, SharePoint, Software Quality..., TFS, SoapUI, Microsoft Test manager, MS SQL, WSDL, UAT coordination, Post Production, SQL, Agile Testing, UML, GUI, Load Testing, Team Leadership, Vendor Management, JIRA, Neoload, LoadRunner, QA Engineering, Project Status Reporting, PMO, Project Management, Process Improvement
Education
Andhra University
Msc, Mathematics
State Street February 2012 - Present
Sun Life Financial May 2009 - January 2011
State Street Corporation February 2007 - March 2009
GCom2 Solutions December 2004 - February 2007
Fidelity Investments May 2002 - May 2004
Sector Focus and International January 1994 - January 2002
Skills
Analysis, Risk Management, Accounting, Management, Auditing, Process Improvement, Training, Finance, Portfolio Management, Strategic Planning, Internal Controls, Financial Services, Mutual Funds
Education
Assumption College 1988 — 1992
BA, Management
Sun Life Financial November 2011 - Present
SAC Tutors June 2010 - November 2011
Dubai American Academy September 2009 - June 2010
Dufferin-Peel Catholic District School Board October 2005 - June 2009
Skills
Financial Planning, Estate Planning, Financial Analysis, Multi-family Investments, Life Insurance, Health Insurance, Management, Leadership, Social Media, Marketing, Research
Education
American University 2002 — 2005
Arts, Education
University of New Brunswick 2001 — 2002
Appleby College 1997 — 2001
High school diploma
Currently Unemployed August 2011 - February 2012
Leete Stevens April 2011 - August 2011
Sun Life Financial January 2009 - March 2010
Sun Life Financial 2007 - 2009
Genworth Financial 2003 - 2007
Genworth Financial 2002 - 2003
Genworth Financial January 1997 - January 2002
Education
Asnuntuck Community College
Professional Office Management
청강아카데미학원
Steve Lowden and Associates November 2009 - Present
CSI Global Education Inc. May 2004 - May 2009
Sun Life Financial February 2002 - June 2003
Sun Life Financial June 1999 - February 2002
Sun Life Financial May 1998 - June 1999
Spectrum Investments 1996 - 1998
Skills
Employee Engagement, Leadership, Leadership Development, Talent Management, Strategic Planning, Change Management, Personnel Management, Performance Management, Strategy, Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Process Improvement, Deferred Compensation
Education
Athabasca University 2008 — 2010
Executive MBA
University of Toronto - Rotman School of Management 2005 — 2006
Advanced Program in HR Management
The University of Western Ontario 1982 — 1985
English/History
American General Life Companies is now part of the AIG Family! October 2013 - Present
Springfield Public Schools November 2011 - Present
Barton Property Management January 2011 - Present
AdroIT Software & Consulting Inc. January 2012 - February 2013
Sun Life Financial April 2008 - October 2010
MassMutual Financial Group July 2006 - March 2008
Urban League of Greater Springfield, MA 2007 - 2008
Phoenix Wealthy Management Ltd October 2001 - June 2006
Skills
Customer Service, Insurance, Sales, Employee Benefits, Account Management, Benefits Administration, Sales Management, Customer Satisfaction, Process Improvement, Team Building, Public Speaking, Marketing
Education
American International College 2009 — 2011
BA BS, Business Management
American International College 2009 — 2011
Bachelors of Sciences, Business Administration; Business Management; Business Marketing and International Business, 3.0
ChildLight Yoga 2010 - Present
Sun Life Financial April 2008 - February 2009
Sun Life Financial January 2007 - April 2008
Skills
Social Media Marketing, Marketing, Facebook, Social Media, Public Speaking, Yoga, Fitness, Wellness
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
Master of Business Administration (MBA), Marketing
Assumption College 1997 — 2001
Bachlor Degree, Marketing/Economics
Sun Gro Horticulture July 2013 - Present
Waste Management February 2012 - April 2013
Sun Life Financial March 2001 - December 2011
The Phoenix Companies March 1992 - March 2001
Skills
Six Sigma Green Belt..., Microsoft Office
Education
Asnuntuck Community College 1995 — 1998
Accounting
IST January 2013 - Present
Sun Life Financial January 2008 - March 2012
2003-2008Sun Life Financial March 2003 - July 2008
Price Water House Coopers January 2001 - January 2003
Price Water House Coopers January 1997 - January 2001
J. Maxx January 1994 - January 1997
Skills
Customer Service, Microsoft Excel, Analysis, Software Documentation, Budgets, Microsoft Word, Process Improvement, Lotus Notes, Access, Visio, Microsoft Office, Vendor Management
Education
Ashford University 2012 — 2016
Bachelor of Arts (BA), Information Technology, 4.0
UMASS Lowell 1994 — 1996
Criminal Justice
Virginia Union University 1993 — 1993
Hyde Park High School 1990 — 1993
High School Diploma, Information Technology
Sun Life Financial November 2013 - Present
The Hartford March 2013 - November 2013
Baystate Medical Center December 2006 - April 2013
Genworth Financial February 2002 - June 2005
GE Financial Assurance Co April 2000 - February 2002
Phoenix Life Insurance Company April 1989 - April 2000
Skills
Patient Safety, Critical Care, Inpatient, Acute Care, ICU, Pediatrics, Cpr Certified, Microsoft Applications, Accounts..., Leadership, Problem Solving, Administrative Work, Customer Service, Oral & Written..., Positive Team Player
Education
Bay Path University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0 GPA
Bay Path College 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American International College 2007 — 2010
Registered Nursing/Registered Nurse
Holyoke Community College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Health/Health Care Administration/Management
High School of Commerce 1985 — 1988
Diploma, Business