Experience
RBC  December 2012 - Present
Canada's Walk of Fame  January 2009 - Present
RBC Royal Bank  August 2010 - December 2012
Canadian Association of Financial Institutions in Insurance (CAFII)   2010 - December 2012
RBC Insurance Company of Canada   October 2009 - September 2010
RBC Royal Bank  October 2007 - October 2009
Royal Bank of Canada  2005 - May 2008
RBC  2004 - 2005
RBC Insurance  2001 - 2004
Sun Life Financial   1999 - 2001

Skills
Insurance, Credit Cards, Payments, Change Management, Customer Experience, Banking, Retail Banking, Financial Risk, Credit, Commercial Banking, Risk Management, Investments, Strategy

Education
The University of Western Ontario - Richard Ivey School of Business   1982 — 1985
Honors Business Administraton, Business

Certified General Accountant

Experience
Hays Companies  2013 - Present
Sun Life Financial   2012 - 2013
Committee on Education and the Workforce  July 2011 - August 2011
Congressman John Kline's 2010 Campaign   June 2010 - August 2010
Minnesota 2nd Congressional District   June 2009 - August 2009
Hays Companies  June 2008 - August 2008

Skills
Health Insurance, Disability Insurance, Employee Benefits, Direct Sales, Account Management, Open Enrollment, Political Campaigns, Fundraising, Community Outreach, Communication Skills, Brokers, Event Planning, Community Organizing, Microsoft CRM, Microsoft Excel, PowerPoint, Microsoft Word, Sales Presentations, Politics

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Arts (B.A.), Communications and Culture

Lakeville North High School   2005 — 2008

Experience
SCS Financial  July 2011 - Present
Athena Capital Advisors  August 2010 - June 2011
LEGO  October 2009 - January 2010
Stax Inc.  2010 - 2010
Sun Life Financial   May 2009 - August 2009
Babson Capital Management  May 2008 - August 2008
Morgan Stanley Smith Barney  May 2007 - January 2008

Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds

Education
Isenberg School of Management, UMass Amherst   2005 — 2009
BBA, Finance

Experience
Clarity Enrollment Solutions, LLC   April 2014 - Present
Sun Life Financial   June 2013 - April 2014
Unum  January 2007 - June 2013
Unum  September 2004 - January 2007
Wells Fargo Home Mortgage  January 2003 - January 2004

Skills
Disability Insurance, Long-term Care, Employee Benefits, Health Insurance, Term Life Insurance, Life Insurance, Insurance, Critical Illness, Brokers, Long Term Care Insurance, Sales, Leadership, Accident, Whole Life, Beatboxing, Benefits Administration, Management, Customer Service

Education
Iowa State University   1998 — 2003
Bachelors, Education

Experience
Aflac  August 2013 - Present
Principal Financial Group  April 2012 - July 2013
Sun Life Financial   June 2006 - April 2012
Sun Life Financial   1999 - 2006

Skills
Business Development, Disability Insurance, Insurance, Sales, Employee Benefits, Account Management, Cold Calling, Relationship Management, Sales Management, Brokers, Leadership, Sales Presentations, Selling, Underwriting, Management, Health Insurance, Life Insurance

Education
John Carroll University   1995 — 1999

Marist High School   1991 — 1995

Experience
Jowl   November 2014 - Present
EY  October 2013 - September 2014
EY  January 2012 - October 2013
EY  June 2010 - August 2010
Town of Needham  June 2009 - August 2009
Sun Life Financial   May 2008 - August 2008

Skills
Accounting, Leadership, Financial Analysis, US GAAP, Start-ups, Entrepreneurship, Microsoft Excel, Finance, Corporate Development, Auditing, SEC filings, Financial Reporting, Corporate Finance, Financial Modeling, Operations Management, Investor Relations, Sarbanes-Oxley Act

Education
University of Massachusetts at Amherst - Isenberg School of Management   2011 — 2012
Master of Science (MS), Accounting

University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Universitat Autònoma de Barcelona   2009 — 2009
International Business, Spanish, Architecture

Medfield High School   2004 — 2007

Experience
Dell  August 2011 - September 2012
Shanghai Origins   April 2011 - August 2011
Liberty Mutual Group  June 2010 - September 2010
Sun Life Financial   June 2006 - July 2009
Sun Life Financial   June 2005 - August 2005

Skills
Project Management, Process Improvement, Change Management, Problem Solving, Business Strategy, Leadership, Management, Strategic Planning, Program Management, Business Planning, Pricing, Analytics, Business Process..., Data Analysis

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2011
Master of Business Administration (M.B.A.), Marketing

University of Massachusetts at Amherst - Isenberg School of Management   2002 — 2006
Bachelor of Business Administration, Finance, Cum Laude

Experience
Sun Life Financial   April 2014 - Present
Sun Life Financial   July 2013 - April 2014
Pinnacle Advisors Group   May 2012 - March 2013
US Allianz  April 2005 - August 2005
PLANCO  February 2002 - April 2005
Putnam Investments  April 1998 - December 2001

Skills
Financial Services, Retirement Planning, Investments, Public Speaking, Employee Benefits, Investment Strategies, Asset Allocation, Variable Annuities, Mutual Funds, Equity Indexed Annuities, Insurance, Wealth Management, Strategic Financial..., Series 7, Team Leadership, Series 63, Pricing, Financial Advisory, Alternative Investments, Series 6

Education
Indiana University Bloomington   1990 — 1994
B.A., Psychology, Telecommunications, Spanish

Marlborough High School

Marlborough High School

Experience
M. J. Smale Consulting Inc.   June 2012 - Present
Independent study & international travel   May 2009 - September 2011
Sun Life Financial   May 2008 - April 2009
Sun Life Financial   October 2003 - May 2008
Sun Life Financial   February 2003 - October 2003
Sun Life Financial   September 2001 - February 2003
Sun Life Financial   February 1999 - September 2001

Skills
Strategic & Business..., Change Management, Project Management..., Operations Management, Risk Management &..., People Leadership &..., Mentoring & Coaching..., Improving Employee..., Customer Service &..., Internal Business..., Financial Management, Stakeholder..., Joint Venture..., Supplier Management, Coaching, Stakeholder Management, Call Center, Risk Management, Project Management, Customer Service, Insurance, Call Centers, Vendor Management, Program Management, Employee Benefits, PMO, Leadership, Process Improvement, Analysis, Management, Business Strategy, Start-ups, Business Process..., Business Analysis

Education
Ivey Business School at Western University   1984 — 1986
MBA, Business, (Honours)

University of Guelph   1977 — 1981
Bachelor of Landscape Architecture, Landscape Architecture

Experience
Sun Life Financial   January 2014 - Present
Unum  January 2013 - December 2013
Unum  January 2009 - December 2013
Unum  September 2002 - December 2008
Canada Life Assurance Company  June 2000 - September 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Insurance, Claims Management, Advertising, Disability Insurance, Health Insurance, Employee Benefits, Claim, Risk Management

Education
Harvard Extension School   2012 — 2015
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 4.0

Kaplan University   2010 — 2012
Associate of Science, Business Administration and Management, General, 4.0

Experience
Sun Life Financial   February 2012 - Present
Principal Financial Group  July 2009 - March 2012
Principal Financial Group  March 2007 - July 2009

Skills
Sales Operations, Sales, Account Management, Business Planning, Employee Benefits, Insurance, Life Insurance, Marketing, Customer Service, Long-term Care, Health Savings Accounts

Education
Iowa State University

Iowa State University

Experience
Visa  October 2011 - Present
Citibank  August 2009 - October 2011
Sun Life Financial   March 2007 - August 2009
Keane  October 2005 - March 2007

Skills
DB2, SDLC, Requirements Analysis, COBOL, Software Project..., PL/SQL, Requirements Gathering, SQL, User Acceptance Testing

Education
Uttar Pradesh Technical University   2001 — 2005
B.Tech, Information Technology

Kendriya Vidyalaya   1987 — 1999
X

Shiv Vani Model Sr Sec School
XII

Experience
Strategic Communications and Community Engagement   July 2009 - Present
Medfield Press, Medfield Patch   2011 - Present
Mass Mentoring Partnership  July 2005 - June 2009
Tufts Health Plan  April 1999 - February 2005
CloverLeaf Communications   November 1994 - April 1999
Center for Corporate Citizenship at Boston College   January 1998 - June 1998
Sun Life Financial   November 1986 - November 1994
East Ohio Gas Company   January 1985 - September 1986

Skills
Media Relations, Corporate Social..., Volunteer Management, Public Awareness, Strategic Communications, Speech Writing, Executive Visibility, Fundraising/development, Marketing Communications, Public Relations, Public Speaking, Corporate Communications, Social Media, Nonprofits, Fundraising, Newsletters, Press Releases, Leadership

Education
Kent State University
BS, Journalism/Public Relations

Red Bank Catholic High School

Saint Bonaventure University
Psychology, Education

Experience
Algonquin College of Applied Arts & Technology   December 2014 - Present
AIMS Inc.   December 2013 - December 2014
Majesco IT Solutions   December 2012 - December 2013
Sun Life Financial   April 2012 - December 2012
BlackBerry Ltd - formerly Research In Motion (RIM) Ltd   January 2007 - July 2011
TELUS Mobility  2006 - 2007
SUPARCO (Space & Upper Atmosphere Research Commission, Pakistan)   2000 - 2005
Pakistan Air Force  September 1983 - September 1999

Skills
Program Management, PMO, Project Portfolio..., Change Management, SDLC, Cross-functional Team..., PMP, IT Strategy, Project Management, Leadership, Telecommunications, Business Process, Process Improvement, Project Planning, ITIL, Strategy, CMMI, Six Sigma, Team Building, Agile Methodologies, Business Transformation, Quality Assurance, Resource Management, Introducing New Products, New Technology..., Software Quality..., Enterprise Risk..., Contract Management, Long-term Customer..., Managing Multi-Million..., Theory of Constraints, Agile Project Management, CRM, Iso 9000, Lotus Notes, Scrum

Education
McMaster University   2008 — 2008
Project Management Training, Information Technology Project Management

Sir Syed University of Engineering and Technology   2001 — 2003
M.Sc (Computer Eng), Computer Networks, Wireless Communication, 3.65/4.00

Preston University   1999 — 2000
MBA, Marketing, 3.92/4.00

Karachi University   1998 — 1999
B.Sc. Honors, Strategic Leadership, Planning, and War Studies

NED University of Engineering and Technology   1980 — 1983
Bachelor of Engineering (B.Eng.), Avionics

Experience
Brokers' Service Marketing Group  2005 - Present
Brokers' Service Marketing Group  2004 - 2005
Sun Life Financial   2002 - 2004
Skis Dynastar, Inc   2001 - 2002
Newton Senior Living  2001 - 2002

Skills
Insurance, Strategic Financial..., Sales, Fixed Annuities, Series 6, Retirement Planning, Strategic Planning, Mutual Funds, Financial Services, Series 63, Financial Planners, Financial Advisory, Life Insurance, Series 7, Long-term Care, Small Business, Retirement, Marketing, Term Life Insurance, Disability Insurance, Brokers, Underwriting, FINRA

Education
Saint Michael's College
BA

The Rivers School

University of Massachusetts at Amherst - Isenberg School of Management
MBA

Experience
Consulting Group, TrojanOne   August 2015 - Present
Luevo   May 2014 - August 2014
Boston Consulting Group Case Competition   November 2013 - November 2013
DECA Western Invitationals Committee   September 2012 - March 2013
Chopard  May 2012 - August 2012
Social Science Student Council   2011 - 2012
Sun Life Financial   July 2011 - August 2011
Self Employed  2009 - 2010

Skills
Communication, Social Media, Teamwork, Piano, Event Management, Timely Decision Making, Event Planning, Strategy, Public Relations, Market Analysis, Competitive Analysis

Education
Ivey Business School at Western University   2013 — 2015
Bachelor of Arts, Honours Business Administration, Business Administration and Management, General

The University of Western Ontario   2011 — 2015

Experience
Sun Life Financial   July 2006 - Present

Skills
Disability Insurance, Health Insurance, Insurance, Life Insurance, Employee Benefits, Underwriting, Sales, Account Management, New Business Development, Marketing, Sales Presentations, Selling, Customer Retention

Education
Indiana University Bloomington   2002 — 2006
Business, International Business & Marketing

Experience
Symetra  June 2014 - Present
Symetra  March 2012 - May 2014
Sun Life Financial   February 2011 - March 2012
Sun Life Financial   August 2009 - January 2011
Sun Life Financial   January 2008 - August 2009
Old North State Winery   June 2007 - September 2007
Johnson & Wales University  October 2006 - June 2007

Skills
Microsoft Office, Time Management, Marketing Communications, Marketing, Management, Sales, Access, Advertising, Microsoft Excel, New Business Development, Insurance, PowerPoint, Microsoft Word, Adobe Creative Suite, Lotus Notes, Customer Service, Social Media Marketing, Outlook, Sales Process

Education
Alan Shawn Feinstein Graduate School, Johnson & Wales University   2005 — 2007
M.B.A, Global Business Leadership, Marketing, 3.9 GPA

Johnson and Wales University   2002 — 2005
B.S, Business Management, 3.9 GPA

Experience
HSN  February 2012 - Present
Quia Mara Designs   2014 - Present
Christ Tabernacle Church   March 2003 - August 2011
Corsican Furniture Company   February 2011 - July 2011
Charlie Lapson Studio   August 2010 - January 2011
Kill City  August 2010 - January 2011
Employees Advocacy Group   May 2008 - October 2008
Sun Life Financial   March 2007 - April 2008

Skills
MS Office Suite, Adobe Creative Suite, Customer Service, Illustrator, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management, Fashion, Merchandising, Data Entry, Access, Visual Merchandising, Community Outreach, Apparel, Photoshop

Education
International Academy of Design   2008 — 2010
Associate of Science, Fashion Design and Marketing

Tuskegee University   2003 — 2005
Bachelor of Science, Psychology

Experience
Enterprise Architecture Consulting, LLC   February 2012 - Present
Independent Consulting  April 2011 - January 2012
The Irvine Company  December 2005 - March 2011
Sun Life Financial   October 2001 - September 2005
Sun Life Financial   April 1997 - October 2001
First Data Corporation  October 1992 - April 1997
Electronic Data Systems  October 1991 - October 1992
McDonnell Douglas  June 1989 - September 1991
Wang Laboratories  March 1987 - May 1989
Dynamics Research Corporation  July 1984 - February 1987

Skills
IT Strategy, Enterprise Architecture, Business Architecture, Application Architecture, Information Architecture, Cloud Computing, Process Engineering, Business Analysis, Product Management, Requirements Analysis, SDLC, Application Development, Business Intelligence, Security, IT Management, Vendor Management, Team Leadership, SOA, Software Project..., Strategic Vision, Enterprise Software, Software Development, Project Management, Software Documentation, Databases, Strategy, Governance, Management, Solution Architecture, Cross-functional Team..., Architecture, Program Management, Consulting, Information Technology, Testing, SQL, Analysis, Leadership, .NET

Education
University of Massachusetts, Amherst   1979 — 1981
BS, Computer Systems Engineering

University of Massachusetts, Amherst   1973 — 1976
Ph. D., Philosophy

Indiana University Bloomington   1969 — 1973
BA, Philosophy

Experience
Sun Life Financial   January 2015 - Present
Liberty Mutual  May 2005 - January 2015
CNA Insurance  1987 - 2004
CNA Group Benefits  1987 - 2004

Skills
Executive Management, Employee Benefits, Sales Management, Underwriting, Insurance, Accident, Brokers, Property & Casualty..., Sales, Claims Management, Life Insurance, Term Life Insurance, Health Insurance, Management, Workers Compensation, Health Savings Accounts, Claim, Reinsurance, Commercial Insurance, Long-term Care, Disability Insurance

Education
Indiana University of Pennsylvania   1983 — 1987
BS, Business Management

Experience
Loblaw Companies Limited  March 2010 - February 2013
Kodiak Holdings Group Inc.   November 2008 - October 2009
Hewlett-Packard  June 2005 - June 2008
Sprint Canada  February 2004 - June 2005
Sun Life Financial   October 2002 - January 2004
Hewlett Packard  February 2000 - May 2002
Compaq Canada  1998 - 2000
Microage  1996 - 1998

Skills
Program Management, Vendor Management, Integration, Project Portfolio..., PMO, Project Management, Project Delivery, PMP, Strategy, Management, CRM, ITIL, SDLC, Business Analysis, Portfolio Management, IT Strategy, Team Leadership, Leadership, Data Center, IT Management, Resource Management, IT Operations, Enterprise Software, Requirements Gathering, Project Planning, IT Service Management, Professional Services, Requirements Analysis, Infrastructure, Service Delivery, Business Process..., Risk Management, Enterprise Architecture, Cross-functional Team..., Certified Project..., Software Development, Business Process, Software Project..., Governance, MS Project, Information Technology, Outsourcing, Business Intelligence, Change Management, Consulting, Process Improvement, Management Consulting, Strategic Consulting

Education
The University of Western Ontario - Richard Ivey School of Business   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

McMaster University   1999 — 2001
Advanced Certificate, Project Management

Fatima College   1978 — 1983
High School, O'Levels

Experience
Sun Life Financial   August 2015 - Present
BMO Capital Markets  June 2014 - August 2014
LG Electronics  July 2012 - August 2012

Skills
Analytics, Team Leadership, Accounting, Financial Analysis, Event Management, Microsoft Excel, Risk Assessment, Anti Money Laundering, Due Diligence, Research

Education
Ivey Business School at Western University   2013 — 2015
Candidate for Bachelor of Arts (BA), Honours Business Administration

The University of Western Ontario   2011 — 2013
Bachelor of Management and Organizational Studies Degree, Honours Specialization in Accounting

Experience
RBC  October 2011 - Present
SP Data Response Management   2010 - 2011
Sun Life Financial   May 2008 - November 2010

Skills
Insurance, Mutual Funds, Investments, Disability Insurance, Retirement Planning, Critical Illness, Estate Planning, Wealth Management, Life Insurance, Financial Planners, Term Life Insurance, Retirement Savings, Retirement, Long-term Care, Wealth, Income Protection, Wealth Accumulation

Education
Karachi University

Experience
Freelance marketing & copywriting  2008 - Present
Subway  2007 - 2008
The Hartford  2006 - 2007
Nirenstein, Horowitz & Associates   2004 - 2006
Advest, Inc.   2000 - 2003
Sun Life Financial   1997 - 2000
AHA Insurance Resources Inc./American Hospital Assoc. Subsidiary   1994 - 1996
MBA Enterprise Corps  1992 - 1994
Unum  1988 - 1990
MassMutual Financial Group  1987 - 1988

Skills
Copywriting, Email Marketing, Marketing Communications, Marketing Copy, Integrated Marketing, Marketing Strategy, Advertising, Social Media, Marketing

Education
Indiana University Bloomington   1990 — 1992
MBA, marketing

Mount Holyoke College   1983 — 1987
BA, German Literature

Experience
Sun Life Financial   January 2006 - Present
Clarica  October 2003 - December 2005

Skills
Financial Planning, Investment Advisory, Health Insurance, Wealth Management, Strategic Financial..., Fixed Annuities, Retirement, Segregated Funds, Life Insurance, RRSP, Retirement Planning, Financial Planners, Income Protection, Investment Strategies, Investments, Small Business, Pensions

Education
International Academy of Design   2002 — 2004
Digital Film and Television Production

Mount Saint Vincent University   1999 — 2001
Commerce

Experience
UPMC Enrollment and Education Services   May 2015 - Present
Sun Life Financial   July 2013 - February 2015
Aflac  March 2013 - July 2013
Kaya Media Strategies   August 2011 - May 2013
Colonial Life  November 2012 - February 2013
Community Solutions, Inc  June 2006 - April 2010
Viard & Associates   December 2008 - April 2009

Skills
Internet Marketing, Social Media Marketing, Public Relations, Mental Health Counseling, Financial Accounting, Tax Preparation, Bookkeeping, Couples Counseling, QuickBooks, Web Marketing, Human Resources, Life Insurance, Voluntary Employee..., Insurance, Accident Insurance, Employee Benefits, Account Management, Analysis, Budgets, Building Relationships, Cold Calling, Customer Service, Digital Marketing, Direct Marketing, Email Marketing, Employee Training, Event Planning, Facebook, Marketing, Leadership, Networking, Nonprofits, Online Advertising, Online Marketing, Recruiting, Training, Time Management, Small Business, Salesforce.com, Social Networking, Staffing Services, Temporary Placement, Team Building, Sales, Sales Presentations, B2B, Business Development, Coaching, Direct Sales, Management

Education
Lock Haven University of Pennsylvania   2005 — 2007
Bachelor's degree, Accounting and Finance

Indiana University of Pennsylvania   1998 — 2003
Sociology

Experience
Sun Life Financial   June 2014 - Present
Teradata  October 2012 - June 2014
McCain Foods  April 2014 - May 2014
Rogers Communications  June 2013 - March 2014
RSA Canada  February 2012 - October 2012
Adastra Corporation  August 2011 - October 2012
Foresters  December 2011 - February 2012
Canadian Institute for Health Information  September 2011 - December 2011

Skills
Data Modeling, Data Warehousing, ETL, Business Intelligence, Teradata, Databases, PL/SQL, Business Analysis, New Business Development, Erwin, Microstrategy, Database Design, Requirements Gathering, SAS, SAS programming, Data Analysis, Data Warehouse..., Data Marts, Analysis, Data Integration, SAS/SQL, Business Systems, Integration, PowerDesigner

Education
University of Waterloo   2010 — 2011
Master, Software Engineering and Management Sciences

Institute of Business Administration
MBA, Marketing and Finance

National University of Science and Technology   2005 — 2009
Bachelors, Information and Communication Systems Engineering

Experience
State Street  March 2015 - Present
Sun Life Financial   March 2014 - February 2015
TD  March 2011 - February 2014
Wipro  2004 - 2007

Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Investments, Portfolio Management, Investment Banking, Equities, Dodd-Frank, Basel II, Anti Money Laundering, Hadoop, Data Analysis, Requirements Gathering, Microsoft SQL Server, Report Writing, Business Objects, Salesforce.com, Business Process Mapping, Oracle, Data

Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.)

Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA), Finance

Experience
Sun Life Financial   January 2014 - June 2014
Investors Group  May 2013 - August 2013
Taiwan Republic of China Students Association at University of Toronto (ROCSAUT)   April 2012 - April 2013
工商银行   June 2012 - August 2012

Skills
Microsoft Office, 顾客服务, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, 项目管理, 领导力, 公开演讲, 团队合作, Outlook, Teamwork, Financial Accounting, Research, Internal Controls, Marketing, Public Speaking, PowerPoint, Social Media, Time Management, Customer Service, Financial Analysis, Financial Reporting, Public Relations, Account Management, Market Research, Leadership, Human Resources, Strategic Planning, Finance

Education
Karl-Franzens-Universität Graz   2015 — 2015
Summer Abroad Exchange Program - Political Science

University of Toronto - Rotman School of Management   2011 — 2015
Bachelor’s Degree, Accounting Specialist

Sir Winston Churchill Secondary School   2008 — 2011
High School, Top 5%, 95% grade average

Experience
eBaux   2012 - Present
SHPE Boston   2011 - Present
Harvard Medical School  2014 - 2014
SHPE Boston   May 2012 - September 2013
ALPFA  2009 - 2012
ALPFA Boston Chapter   2008 - July 2011
Sun Life Financial   December 2000 - 2011
JP Morgan Mexico   1997 - 1999
Sistemas Abiertos de Cómputo, S. A. de C. V   September 1996 - December 1998

Skills
Security & Risk..., Certified Project..., Cloud Computing, SaaS, Change Management, Client Relationship..., Vendor Management, Cross-functional Team..., Strategic Planning, Technology Management, Product Management, Security, Inclusion, Program Management, Integration, Enterprise Architecture, CRM, Requirements Analysis, Agile Methodologies, SDLC, Team Leadership, Management, Analysis, Visio, Start-ups, Leadership, Business Analysis, IT Strategy, Entrepreneurship, Project Management

Education
Northeastern University   2005 — 2007
Project Management Certificate, Graduated Classes

Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne)   1997 — 1997
Master, Networks and Information Systems for Enterprises

Instituto Tecnológico Autónomo de México   1995 — 1997
Master, Information Technology and Administration

Instituto Tecnológico Autónomo de México   1989 — 1994
Bachellor, Computer Engineering

Experience
Cornerstone Insurance Services, Inc.   May 2013 - Present
Marshall & Sterling dba Theodore Tunick & Co.   June 2011 - August 2012
Humana  September 2009 - April 2011
Sun Life Financial   July 2001 - August 2009

Skills
Health Insurance, Disability Insurance, Critical Illness, Selling, Life Insurance, Term Life Insurance, Universal Life, Dental Insurance, Vision Insurance, Reinsurance, Sales, Team Building, Team Leadership, Cross Selling, Account Management, Consultative Selling, Direct Sales, Sales Process, Sales Presentations, Healthcare, Commercial Insurance, Medical Stop Loss, Carrier Relationships, Carrier Relationship..., Marketing, Social Media Marketing, Marketing Communications, Presentation Skills, Time Management

Education
Indiana University Bloomington   1997 — 2001
Bachelor's degree, History and Politicial Science

Experience
ShapeUp, INC  2011 - Present
Lincoln Financial Advisors  March 2005 - October 2011
Sun Life Financial   July 1998 - May 2005
Sallie Mae  February 1997 - July 1998

Skills
Microsoft Office, Online Research, Employee Benefits, Leadership, Research, Staff Development, Insurance, Data Analysis, Sales Management, Customer Service, Account Management, Sales, Team Building, Management

Education
Johnson & Wales University   1992 — 1995
Bachelors & Associates, Fashion Merchandising & Business Management

State University of New York College of Agriculture and Technology at Morrisville   1990 — 1992
Associates, Individual Studies-Humanites

Minisink Valley High School   1986 — 1990
hs

Experience
Pacific Southwest Financial, A Capitas Financial Partner   September 2000 - Present
Pacific Life  August 1998 - August 2000
Prudential Financial  August 1996 - August 1998
Sun Life Financial   August 1990 - August 1996
Fidelity Union Life   November 1988 - August 1990
AXA Equitable  March 1975 - November 1988

Skills
Fixed Annuities, Insurance, Universal Life, IRAs, Disability Insurance, Life Insurance, Health Insurance, Variable Annuities, Pensions, Retirement Planning, Investments, Wealth Management, Long Term Care Insurance, Long-term Care, Retirement, Small Business, Term Life Insurance, Estate Planning, Sales, 401k, Series 6, Financial Planners, Wealth, Whole Life, Strategic Financial..., Mutual Funds, Employee Benefits, Underwriting, Brokers, Securities, Asset Allocation, Insurance Brokerage, Financial Services, Critical Illness, High Net Worth..., Health Savings Accounts, Group Medical, Property & Casualty..., Licensed Life & Health...

Education
Kent State University
BS, TV & Radio Broadcasting

Experience
IIBA Greater Boston Chapter  July 2014 - Present
Sun Life Financial   January 2013 - Present
Sun Life Financial   August 2010 - December 2012
Sun Life Financial   May 2007 - August 2010
Sun Life Financial   June 2004 - April 2007
Sun Life Financial   June 2000 - May 2004

Skills
Business Analysis, Customer Relations, Problem Solving, Requirements Gathering, Analysis, Process Improvement, Data Analysis, SQL, Lotus Notes, Systems Analysis, Business Process, Business Requirements, Insurance, Customer Service, User Acceptance Testing, Quality Assurance, Management, Call Centers, Training, Visio, Software Documentation, Requirements Analysis, Databases, Access, SDLC, Vendor Management

Education
Corporate Education Group
Emerging Leaders Certificate

Corporate Education Group
Business Analysis Master's Certificate

Boston University Corporate Education Center
Business Analysis Certificate

Johnson State College   1996 — 2000
BA, Business Management

Experience
Fidelity Investments  September 2011 - Present
Fidelity Investments  2007 - September 2011
Fidelity Investments  August 2005 - December 2006
Sun Life Financial   March 2003 - July 2005

Skills
Mutual Funds

Education
Ivey Business School at Western University

The University of Western Ontario
Bachelor's degree, Sociology

Experience
Delaware Life  August 2013 - Present
Sun Life Financial   April 2012 - August 2013
John Hancock Life Insurance Company (U.S.A.)   January 2012 - April 2012
Sun Life Financial   September 2006 - January 2012
Sun Life Financial   2000 - 2004
Baybank  1995 - 1997
baybank  1995 - 1997

Skills
Insurance, Customer Service, Lotus Notes, Call Center, Access, Call Centers, Microsoft Excel, PowerPoint, Process Improvement, Sales, Team Leadership, Training

Education
Isenberg School of Management, UMass Amherst   1991 — 1995

Experience
New Relic, Inc.   March 2015 - September 2015
Designworks Talent LLC   March 2014 - February 2015
Self Employed  September 2013 - January 2014
ID Analytics  December 2012 - July 2013
iRise  November 2004 - March 2011
Aspen Prep   2004 - 2004
iRise  2003 - 2004
Mercer Investment Consulting  2003 - 2003
Sun Life Financial   2001 - 2001

Skills
Business Analysis, Salesforce.com, Analytics, Start-ups, Project Management, Strategy, Enterprise Software, Operations Management, Sales Operations, CRM, SaaS, Leadership, Management, Process Improvement, Product Management, Consulting, Business Process..., Cross-functional Team..., Business Development, Technical Recruiting, Internal/External..., SDLC, Financial Analysis, Business Process, Applicant Tracking..., Talent Acquisition, Recruiting, Taleo, Requirements Analysis, Business Intelligence, Salesforce.com...

Education
The University of Western Ontario - Richard Ivey School of Business   2000 — 2002
Master of Business Administration (MBA)

London Business School
MBA, MBA international exchange program (iep)

University of Manitoba   1989 — 1994
B.Comm (Hons), Business

Experience
Salesforce  June 2015 - Present
Oracle  May 2013 - June 2015
Sandhill Investment Management  June 2011 - June 2012
Sun Life Financial   July 2003 - September 2010
Cornerstone Financial Group  August 2001 - July 2003

Skills
Salesforce.com, SaaS, PaaS, Enterprise Software, Data Integration, Equities, Investment Management, Fixed Income, Securities, Financial Markets, CRM, Capital Markets, Bloomberg, Equity Research, Business Development, Account Management, Institutional, Oracle Applications, Cloud Computing, Databases, Oracle RAC, Software, Hardware, SOA, Identity Management, WebCenter, Mobile Security, Sales, Solution Selling, Management, Sales Process

Education
Ithaca College   1997 — 2001

Experience
MassMutual Financial Group  July 2012 - Present
MassMutual Financial Group  April 2011 - June 2012
MassMutual Financial Group  2006 - August 2011
Sun Life Financial   May 2000 - March 2006

Skills
Process Improvement, Six Sigma, Change Management, Leadership, Program Management, Management, Project Planning, Quality Assurance, Business Process, Risk Management, Integration, Call Centers, Business Strategy, Insurance, Strategy, Business Process..., Business Analysis

Education
Isenberg School of Management, UMass Amherst   2013 — 2016
Master of Business Administration (MBA)

Westfield State University   1991 — 1995
Bachelor of Arts

Experience
Lumenate  November 2014 - Present
Lumenate  June 2012 - November 2014
Staples  June 2011 - June 2012
Mercer  May 2010 - June 2011
Fidelity Investments  December 2004 - March 2010
Sun Life Financial   2002 - 2004

Skills
Business Analysis, Insurance, Outsourcing, SDLC, Process Improvement, Vendor Management, Management, Business Intelligence, Enterprise Software, CRM, Consulting, Data Center, PMO, PMP, Project Management, Security, Software Project...

Education
University of Massachusetts at Amherst - Isenberg School of Management   2005 — 2007
Bachelor of Science (BS), MBA

University of Rhode Island   1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General

North Kingstown High School   1991 — 1995

Experience
Expresslink General Agency   February 2011 - Present
Sun Life Financial   May 2010 - January 2011
The Hartford  May 2001 - May 2010

Skills
Employee Benefits, Employee Benefit Plan..., Healthcare, Insurance, Group Benefits, Disability Insurance, Health Insurance, General Insurance, Group Insurance, Critical Illness, Property & Casualty..., Health Savings Accounts, Term Life Insurance, Dentistry, Underwriting, Accident, Benefits Administration, Claim, Commercial Insurance, Brokers, Medicare, Workers Compensation, 401k, Life Insurance, Retirement, Fixed Annuities, Long-term Care, Long Term Care Insurance, Claims Management, Group Medical, Professional Liability, Whole Life, Series 63, Liability, Reinsurance, Strategic Financial..., Account Management, Insurance Brokerage, Legal Liability, COBRA, Umbrella Insurance, Series 6, Risk Management, Series 7, Retirement Planning, Relationship Management, Health Care Reform, Mutual Funds, New Business Development, Managed Care

Education
University of Notre Dame   1990 — 1993
Bachelor of Arts

John Carroll University   1988 — 1990

Saint Ignatius High School   1984 — 1988

Experience
Franklin Square Capital Partners  2012 - Present
Sun Life Financial   April 2006 - December 2011

Skills
Wholesaling, FINRA Series 6, Annuity, Series 63, Retirement Planning, Retirement Income..., IRA's, Long Term Care, Retirement, Series 7

Education
Ithaca College   1998 — 2002
Business

Experience
Delaware Life Insurance Company  August 2013 - Present
Sun Life Financial   September 2008 - August 2013
Sun Life Financial   September 2006 - August 2008
Sun Life Financial   February 2001 - August 2006
Sun Life Financial   August 1997 - January 2001
Sun Life Financial   August 1995 - July 1997
AG Edwards & Sons  August 1991 - July 1995

Skills
Project Management, Executive Level..., Cross-Functional Team..., Resource Management, Change Management, Business Process..., Business Analysis, Agile & Waterfall..., Project Planning, SDLC, Vendor Management, Process Improvement, Fixed Annuities, Financial Services, Project Portfolio..., Visio, Business Process..., Cross-functional Team..., Project Delivery, Management, IT Strategy, Requirements Gathering

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
Bachelors, Business

.

Experience
Sun Life Financial   July 1998 - April 2009
Ciba Corning Diagnostics  1991 - 1998

Education
Johnson & Wales University
Information Systems

Experience
NMG Consulting  June 2015 - July 2015
Delaware Life  August 2013 - March 2015
Sun Life Financial   December 2009 - July 2013
Sun Life Financial   May 2006 - December 2009
John Hancock  June 1990 - May 2006

Skills
Portfolio Management, Liquidity Risk, Investments, Asset Allocation, Relative Value, Investment Policy, Interest Rate Risk..., ALM, Investment Strategies, Investment Planning, Insurance, Liquidity Management, Fixed Income, Fixed Annuities, Hedging, Asset Management, Financial Analysis, Bonds, Risk Management, Equities, Financial Modeling

Education
Iowa State University   1986 — 1990
BS, Mathematics

Iowa State University
Bachelor of Science (B.S.), Mathematics

Experience
MassMutual Financial Group  November 2005 - Present
John Hancock  2003 - 2005
Allmerica Financial  2000 - 2003
Sun Life Financial   1999 - 2000
New England Financial  1996 - 1999

Education
Keene State College   1990 — 1993

University of Oklahoma   1988 — 1993

Experience
C-IBC   2015 - 2015
Reinsurance Group of America  April 2009 - April 2014
RGA International  April 2009 - April 2014
Sun Life Financial   January 1986 - April 2009
Sun Life Financial   1986 - 2009
birla sun life insurance  1999 - 2007

Skills
Business Development, Business Planning, Business Strategy, Investments, Leadership, Life Insurance, Management, Management Consulting, Marketing, Marketing Strategy, Mergers, Mergers

Education
University of Toronto - Rotman School of Management   2006 — 2007
ICD.D, Busianess

Ivey Business School at Western University   1973 — 1975
MBA, Business

King's University College   1969 — 1973
HBA, History

Experience
State Street  January 2015 - Present
Citizens Bank  December 2014 - Present
State Street Bank  August 2013 - March 2014
Sun Life Financial   July 2008 - September 2012
Broadridge Financial Solutions  November 2007 - March 2008
JPMorgan Chase  May 2007 - November 2007
East Coast Equity   July 2002 - May 2007
State Street  May 1990 - April 2002
State Street Bank  1990 - 2002

Skills
Business Analysis, Management, Accounting, Finance, Sarbanes-Oxley Act, Operations Management, Business Planning, SDLC, Financial Services, Vendor Management, Mutual Funds, Risk Management, Requirements Gathering, Securities, Investments, Business Requirements, Project Management, Business Process..., Fixed Income, Business Process, Analysis, Portfolio Management, Consulting, Equities, Process Improvement, CRM, Asset Management, Leadership, Derivatives, Relationship Management, Financial Analysis, Trading, Customer Service, Information Technology, Program Management, Sourcing, Strategy, Hedge Funds, Visio, Bloomberg, Team Leadership, Strategic Planning, SharePoint, Requirements Analysis, Financial Modeling, Business Intelligence, Change Management, Capital Markets, Business Development, Software Project...

Education
Kennedy Western University   2005 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Archbishop Williams High School   1984 — 1988
College Prep, 1988

Experience
Sun Life Financial   September 2006 - Present

Education
University of Massachusetts at Amherst - Isenberg School of Management   1991 — 1995
Marketing

Algonquin Regional High School   1988 — 1991

Experience
DNV GL  2013 - Present
ECC  August 2011 - February 2013
UGL Services (formerly UGL Unicco)   July 2006 - December 2011
Fay, Spofford & Thorndike   December 2003 - December 2005
Sun Life Financial   January 2001 - January 2003
Liberty Mutual Insurance  January 1996 - January 2001
Factory Mutual Engineering and Research   January 1994 - January 1996
American Red Cross  January 1991 - January 1994
A/S/M Communications   January 1986 - January 1991
International Thompson Transport   January 1985 - January 1986

Skills
Newsletters, Public Relations, Proposal Writing, Editing, Publications, Editorial, Marketing, Project Management, Management, Magazines, Speech Writing, Video, Budgets, Research, Public Speaking, Belly Dance

Education
Indiana   1984 — 1985
Masters of Arts (MA), Journalism

Indiana University Bloomington   1984 — 1985
MA, Journalism

State University of New York at Buffalo   1980 — 1983
Bachelors of Science degree (BS), Journalism

Experience
TalentRemedy   December 2012 - Present
Hodges-Mace Benefits Group, Inc.   November 2009 - December 2012
Sun Life Financial   2006 - 2008

Skills
Health Insurance, Insurance, Brokers, Employee Benefits, Account Management, Life Insurance, Disability Insurance, Direct Sales, Sales Management, Term Life Insurance, Sales, Selling, Customer Service, Long-term Care, New Business Development, IT Recruitment, 401k, Talent Acquisition, Benefits Administration, Recruiting

Education
Kennesaw State University