Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Nicholas Dion Nicholas Dion's Sun Life Financial Experience August 2009 - Present
Job Owner at Boston Micro Solutions
Industry Information Technology and Services
Experience
Boston Micro Solutions June 2012 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial August 2008 - August 2009
CBE Technologies October 2006 - August 2008
Skills
Technical Support, Troubleshooting, VPN, Networking, Hardware, Management, Mobile Devices, Norton Ghost, Active Directory, McAfee, Disaster Recovery, Lotus Notes, Windows 7, Visio, Vendor Management, VMware, Software Documentation, Servers, Windows Server, SharePoint, Citrix, IT Management, ITIL, IT Strategy, IT Service Management, Incident Management, Information Technology, Windows XP
Education
Lincoln Technical Institute-Somerville 2005 — 2006
Diploma, Network Systems Administrator
Watertown High School 2000 — 2004
High School Diploma
Boston Micro Solutions June 2012 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial August 2008 - August 2009
CBE Technologies October 2006 - August 2008
Skills
Technical Support, Troubleshooting, VPN, Networking, Hardware, Management, Mobile Devices, Norton Ghost, Active Directory, McAfee, Disaster Recovery, Lotus Notes, Windows 7, Visio, Vendor Management, VMware, Software Documentation, Servers, Windows Server, SharePoint, Citrix, IT Management, ITIL, IT Strategy, IT Service Management, Incident Management, Information Technology, Windows XP
Education
Lincoln Technical Institute-Somerville 2005 — 2006
Diploma, Network Systems Administrator
Watertown High School 2000 — 2004
High School Diploma
Deb Domjan Deb Domjan's Sun Life Financial Experience April 2014 - Present
Job Director, Individual Marketing
Industry Marketing and Advertising
Experience
Sun Life Financial April 2014 - Present
Sun Life Financial May 2013 - April 2014
Accelerator Centre May 2012 - 2013
Accelerator Centre November 2011 - May 2012
Bee2Bee Marketing March 2011 - September 2011
Research In Motion May 2005 - May 2007
Research In Motion May 2003 - 2005
Research In Motion 2000 - 2003
Skills
Channel Marketing, Incentive Programs, Launch Of New Products, Marketing Strategy, Multi-channel Marketing, Product Launch, Product Marketing, Product Management, Mobile Devices, Mobile Technology, Go-to-market Strategy, Strategic Partnerships, Account Management, Business Strategy, CRM, Channel, Leadership, Marketing, Start-ups, Team Leadership, Social Media Marketing, Strategy, Marketing Communications, Social Media, Management
Education
Lakehead University 1992 — 1996
BA, Geography and Sociology
GCI
Sun Life Financial April 2014 - Present
Sun Life Financial May 2013 - April 2014
Accelerator Centre May 2012 - 2013
Accelerator Centre November 2011 - May 2012
Bee2Bee Marketing March 2011 - September 2011
Research In Motion May 2005 - May 2007
Research In Motion May 2003 - 2005
Research In Motion 2000 - 2003
Skills
Channel Marketing, Incentive Programs, Launch Of New Products, Marketing Strategy, Multi-channel Marketing, Product Launch, Product Marketing, Product Management, Mobile Devices, Mobile Technology, Go-to-market Strategy, Strategic Partnerships, Account Management, Business Strategy, CRM, Channel, Leadership, Marketing, Start-ups, Team Leadership, Social Media Marketing, Strategy, Marketing Communications, Social Media, Management
Education
Lakehead University 1992 — 1996
BA, Geography and Sociology
GCI
Jeffrey Lung Jeffrey Lung's Sun Life Financial Experience March 2011 - October 2013
Job Regional Enrollment Leader at Guardian Life
Industry Insurance
Experience
Guardian Life November 2013 - Present
Sun Life Financial March 2011 - October 2013
Sun Life Financial September 2009 - March 2011
The Hartford August 2004 - October 2009
The Meacham Group July 2002 - August 2004
First Commonwealth (Guardian) September 1994 - August 1999
Skills
Group Presentations, Group Benefits, Employee Benefits, Insurance, Benefits, Dental, Disability Insurance, Marketing, Sales, Strategic Financial..., Underwriting, Strategy, Training, Interviews, Account Management, Payroll, Brokers, Finance, Management, Project Management, Customer Service, Retirement Planning, Health Insurance, Strategic Planning
Education
Loyola University New Orleans 1999 — 2002
Master, Business Administration
Loyola University Chicago 1991 — 1993
BA, Philosophy, English
Guardian Life November 2013 - Present
Sun Life Financial March 2011 - October 2013
Sun Life Financial September 2009 - March 2011
The Hartford August 2004 - October 2009
The Meacham Group July 2002 - August 2004
First Commonwealth (Guardian) September 1994 - August 1999
Skills
Group Presentations, Group Benefits, Employee Benefits, Insurance, Benefits, Dental, Disability Insurance, Marketing, Sales, Strategic Financial..., Underwriting, Strategy, Training, Interviews, Account Management, Payroll, Brokers, Finance, Management, Project Management, Customer Service, Retirement Planning, Health Insurance, Strategic Planning
Education
Loyola University New Orleans 1999 — 2002
Master, Business Administration
Loyola University Chicago 1991 — 1993
BA, Philosophy, English
Philip Qualo Philip Qualo's Sun Life Financial Experience November 2013 - Present
Job Claims Specialist at Sun Life Financial
Industry Public Policy
Experience
Sun Life Financial November 2013 - Present
Self-Employed May 2012 - October 2013
National Alliance on Mental Illness November 2010 - April 2012
National Alliance on Mental Illness June 2010 - November 2010
Hudson Legal Group May 2006 - September 2009
GENEX Services, Inc. October 2002 - May 2006
Skills
Strategic Leadership, Strategic Communications, Attention To Detail, Multitasker, Time Management, Problem Solving, Research, Writing, Speech Writing, Legal Writing, Report Writing, Public Speaking, Policy Analysis, Public Policy, Public Health Policy, Public Policy Research, Public Relations, Publication Planning, Publication Development, Data Analysis, Legal Research, Legal Compliance, Legal Services, Legal Affairs, Legal Support, Administrative Law, Legislation, Legislative Analysis, Legislative Advocacy, Mental Health, Intercultural Training, Intercultural Relations, Intercultural..., Microsoft Office, Microsoft Works, Psychotherapy, Community Outreach, Fundraising, Behavioral Health, Training, Analysis, Nonprofits, Crisis Intervention, Social Services, Volunteer Management, Community Development, Program Development, Conflict Resolution, Community Organizing, Health Policy
Education
Villanova University School of Law 1999 — 2002
Doctor of Law (J.D.), General
Loyola College in Maryland 1995 — 1999
Bachelor of Arts (BA), Philosophy and English
Sun Life Financial November 2013 - Present
Self-Employed May 2012 - October 2013
National Alliance on Mental Illness November 2010 - April 2012
National Alliance on Mental Illness June 2010 - November 2010
Hudson Legal Group May 2006 - September 2009
GENEX Services, Inc. October 2002 - May 2006
Skills
Strategic Leadership, Strategic Communications, Attention To Detail, Multitasker, Time Management, Problem Solving, Research, Writing, Speech Writing, Legal Writing, Report Writing, Public Speaking, Policy Analysis, Public Policy, Public Health Policy, Public Policy Research, Public Relations, Publication Planning, Publication Development, Data Analysis, Legal Research, Legal Compliance, Legal Services, Legal Affairs, Legal Support, Administrative Law, Legislation, Legislative Analysis, Legislative Advocacy, Mental Health, Intercultural Training, Intercultural Relations, Intercultural..., Microsoft Office, Microsoft Works, Psychotherapy, Community Outreach, Fundraising, Behavioral Health, Training, Analysis, Nonprofits, Crisis Intervention, Social Services, Volunteer Management, Community Development, Program Development, Conflict Resolution, Community Organizing, Health Policy
Education
Villanova University School of Law 1999 — 2002
Doctor of Law (J.D.), General
Loyola College in Maryland 1995 — 1999
Bachelor of Arts (BA), Philosophy and English
Samantha Buchanan Samantha Buchanan's Sun Life Financial Experience August 2012 - Present
Job Stop Loss Underwriting Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2012 - Present
GreenWood International Insurance Services, Inc May 2011 - August 2011
Makefield Agency Insurance May 2008 - August 2009
Skills
Underwriting, Insurance, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Time Management, Telephone Skills, Event Planning, Customer Service, Spreadsheets, PowerPoint, Outlook, Sales, Training
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor Degree, English Literature
Sun Life Financial August 2012 - Present
GreenWood International Insurance Services, Inc May 2011 - August 2011
Makefield Agency Insurance May 2008 - August 2009
Skills
Underwriting, Insurance, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Time Management, Telephone Skills, Event Planning, Customer Service, Spreadsheets, PowerPoint, Outlook, Sales, Training
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor Degree, English Literature
Adam M. Woodford Adam M. Woodford's Sun Life Financial Experience October 2012 - August 2014
Job Vice President of Business Development at WellNet Healthcare | 301.875.3930
Industry Insurance
Experience
WellNet Healthcare September 2014 - Present
Sun Life Financial October 2012 - August 2014
ING U.S. July 2008 - October 2012
Skills
Insurance, Marketing Strategy, Brokers, Employee Benefits, Sales Operations, New Business Development, Disability Insurance, Sales, Selling, Strategy, Management, Market Research, Health Insurance, Leadership, Customer Retention, Marketing, Customer Service
Education
Robert Morris University 2003 — 2007
B.S.B.A., Marketing
La Salle University 2007 — 2015
Master's Degree, Professional & Business Communication, Candidate for graduation in 2015
WellNet Healthcare September 2014 - Present
Sun Life Financial October 2012 - August 2014
ING U.S. July 2008 - October 2012
Skills
Insurance, Marketing Strategy, Brokers, Employee Benefits, Sales Operations, New Business Development, Disability Insurance, Sales, Selling, Strategy, Management, Market Research, Health Insurance, Leadership, Customer Retention, Marketing, Customer Service
Education
Robert Morris University 2003 — 2007
B.S.B.A., Marketing
La Salle University 2007 — 2015
Master's Degree, Professional & Business Communication, Candidate for graduation in 2015
Dustin Ellis Dustin Ellis's Sun Life Financial Experience September 2006 - March 2010
Job Vice President Sales Flight Centre Canada
Industry Leisure, Travel & Tourism
Experience
Flight Centre Canada June 2015 - Present
Stage and Screen Travel Services July 2011 - June 2015
FCm Travel Solutions March 2010 - July 2011
Sun Life Financial September 2006 - March 2010
Skills
New Business Development, Sales Management, Account Management, RFP, Customer Relations, Sport management, entertainment management, sport travel, TV / Film Travel, Music travel management, fashion travel, creative arts travel, production travel, Group travel, travel sponsorships, Sales, Leadership, Strategy, Business Development, Management, Training, Customer Service, Marketing Strategy, Travel Management, Business Travel, Negotiation, Team Building, Hotels, Tourism
Education
Royal Roads University 2003 — 2005
BComm, Entrepreneurship Management
Langara College 2001 — 2003
Recreation Service Delivery Diploma, Recreation, Leadership, Program Management, Event coordination
Flight Centre Canada June 2015 - Present
Stage and Screen Travel Services July 2011 - June 2015
FCm Travel Solutions March 2010 - July 2011
Sun Life Financial September 2006 - March 2010
Skills
New Business Development, Sales Management, Account Management, RFP, Customer Relations, Sport management, entertainment management, sport travel, TV / Film Travel, Music travel management, fashion travel, creative arts travel, production travel, Group travel, travel sponsorships, Sales, Leadership, Strategy, Business Development, Management, Training, Customer Service, Marketing Strategy, Travel Management, Business Travel, Negotiation, Team Building, Hotels, Tourism
Education
Royal Roads University 2003 — 2005
BComm, Entrepreneurship Management
Langara College 2001 — 2003
Recreation Service Delivery Diploma, Recreation, Leadership, Program Management, Event coordination
Joe Connolly Joe Connolly's Sun Life Financial Experience March 2008 - March 2012
Job Regional Vice President; N. Texas Oklahoma
Industry Financial Services
Experience
Orange Distributors representing Voya Financial February 2014 - Present
Orange County based Real Estate Investment Trust February 2013 - February 2014
SunAmerica Financial Group March 2012 - November 2012
Sun Life Financial March 2008 - March 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2007 - March 2008
Skills
Sales Process, Market Planning, Plan Execution, Wholesaling, Business Analysis, Project Implementation, Territory Planning, Territory Analysis, Client Segmentation, internal sales, Personal Branding, Sales Presentations, Presentation Development, Mutual Funds, Microsoft Office, Siebel, Business Planning, Relationship Development, Client Relationship..., External Relationships, Business Relationship..., Relationship Cultivation, Financial Sales, Financial Markets, Variable Annuity..., Fixed Annuities, Sales Operations, ETFs, Wholesale, Investments, Insurance, Financial Services, Analysis, Retirement, Sales, Retirement Planning, Series 6
Education
Loyola College in Maryland 2003 — 2007
BBA, Business Administration and Finance
Boston College HIgh School 1999 — 2003
Orange Distributors representing Voya Financial February 2014 - Present
Orange County based Real Estate Investment Trust February 2013 - February 2014
SunAmerica Financial Group March 2012 - November 2012
Sun Life Financial March 2008 - March 2012
Signature Financial Partners, LLC a member of John Hancock Financial Network May 2007 - March 2008
Skills
Sales Process, Market Planning, Plan Execution, Wholesaling, Business Analysis, Project Implementation, Territory Planning, Territory Analysis, Client Segmentation, internal sales, Personal Branding, Sales Presentations, Presentation Development, Mutual Funds, Microsoft Office, Siebel, Business Planning, Relationship Development, Client Relationship..., External Relationships, Business Relationship..., Relationship Cultivation, Financial Sales, Financial Markets, Variable Annuity..., Fixed Annuities, Sales Operations, ETFs, Wholesale, Investments, Insurance, Financial Services, Analysis, Retirement, Sales, Retirement Planning, Series 6
Education
Loyola College in Maryland 2003 — 2007
BBA, Business Administration and Finance
Boston College HIgh School 1999 — 2003
Michael Ciarrochi Michael Ciarrochi's Sun Life Financial Experience 2006 - 2008
Job Construction Manager & Design Consultant at Armond Aquatech Pools
Industry Construction
Experience
Armond Aquatech Pools 2008 - Present
Sun Life Financial 2006 - 2008
Loyola University Maryland 2004 - 2005
Skills
Gunite Swimming Pool..., Construction Management, Project Estimation, Swimming Pool Sales, Swimming Pool Design, Swimming Pool..., Group Benefit Plans, Pools, Sales, Renovation, Strategic Planning, Process Scheduler, Contract Management, Construction, Budgets, Start-ups, Team Building, Purchasing, Leadership
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (BBA), Business/Managerial Economics
Katholieke Universiteit Leuven 2004 — 2005
Business/Managerial Economics
Conestoga High School 1998 — 2002
Armond Aquatech Pools 2008 - Present
Sun Life Financial 2006 - 2008
Loyola University Maryland 2004 - 2005
Skills
Gunite Swimming Pool..., Construction Management, Project Estimation, Swimming Pool Sales, Swimming Pool Design, Swimming Pool..., Group Benefit Plans, Pools, Sales, Renovation, Strategic Planning, Process Scheduler, Contract Management, Construction, Budgets, Start-ups, Team Building, Purchasing, Leadership
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (BBA), Business/Managerial Economics
Katholieke Universiteit Leuven 2004 — 2005
Business/Managerial Economics
Conestoga High School 1998 — 2002
Simeon Hernandez Simeon Hernandez's Sun Life Financial Experience July 2011 - March 2012
Job SVP, National Sales Manager at Forethought Annuities
Industry Financial Services
Experience
Forethought Annuities November 2012 - Present
SOS4Success November 2006 - Present
The Hartford March 2012 - October 2012
Sun Life Financial July 2011 - March 2012
Sun Life Financial March 2010 - June 2011
Pacific Life July 2009 - February 2010
SunAmerica Retirement Markets February 2006 - July 2009
ABN AMRO January 2003 - February 2006
ABN AMRO July 1999 - January 2003
Skills
Series 7, Retirement Planning, Series 63, Series 24, Certified Professional..., Licensed for Life and..., Certified for Long-Term..., Licensing, Long Term Care Insurance, Business Development, FINRA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Mutual Funds, Sales, Sales Operations, Sales Process, Series 6, Start-ups, Strategic Partnerships, Training
Education
Loyola University of Chicago 1987 — 1991
Bachelor in Business Administration, Marketing
Forethought Annuities November 2012 - Present
SOS4Success November 2006 - Present
The Hartford March 2012 - October 2012
Sun Life Financial July 2011 - March 2012
Sun Life Financial March 2010 - June 2011
Pacific Life July 2009 - February 2010
SunAmerica Retirement Markets February 2006 - July 2009
ABN AMRO January 2003 - February 2006
ABN AMRO July 1999 - January 2003
Skills
Series 7, Retirement Planning, Series 63, Series 24, Certified Professional..., Licensed for Life and..., Certified for Long-Term..., Licensing, Long Term Care Insurance, Business Development, FINRA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Mutual Funds, Sales, Sales Operations, Sales Process, Series 6, Start-ups, Strategic Partnerships, Training
Education
Loyola University of Chicago 1987 — 1991
Bachelor in Business Administration, Marketing
Marina Fountikova Marina Fountikova's Sun Life Financial Experience May 2007 - October 2008
Job Senior Treasury Manager, TD Bank Group
Industry Accounting
Experience
TD September 2014 - Present
TD August 2011 - September 2014
TD October 2008 - August 2011
Sun Life Financial May 2007 - October 2008
TD March 2003 - March 2006
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Variance Analysis, Management, Internal Controls, Budgets, Analysis, Finance, Accounting, Forecasting, Internal Audit, Auditing, Account Reconciliation, Financial Planning
Education
University of Toronto - Rotman School of Management 2012 — 2012
Certification, Athena Program, Initiative for Women in Business
Certified Management Accounting 2008 — 2011
CMA, CMA
Kuban State University (KubSU) 1994 — 1999
Bachellor of Commerce, Banking, Corporate, Finance, and Securities Law
TD September 2014 - Present
TD August 2011 - September 2014
TD October 2008 - August 2011
Sun Life Financial May 2007 - October 2008
TD March 2003 - March 2006
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Variance Analysis, Management, Internal Controls, Budgets, Analysis, Finance, Accounting, Forecasting, Internal Audit, Auditing, Account Reconciliation, Financial Planning
Education
University of Toronto - Rotman School of Management 2012 — 2012
Certification, Athena Program, Initiative for Women in Business
Certified Management Accounting 2008 — 2011
CMA, CMA
Kuban State University (KubSU) 1994 — 1999
Bachellor of Commerce, Banking, Corporate, Finance, and Securities Law
James Lombardi's Sun Life Financial Experience May 2013 - November 2014
Job Senior Actuarial Associate at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services December 2014 - Present
Sun Life Financial May 2013 - November 2014
Sun Life Financial August 2011 - May 2013
Lehigh Valley Public Telecommunications April 2010 - September 2010
Lehigh University Center for Academic Success September 2009 - May 2010
Dunkin Donuts July 2006 - June 2009
Skills
GGY AXIS Modeling, SAS, Visual Basic for..., AG43 Reserving and C3P2..., Canadian Reserving..., NAIC & USGAAP Valuation..., Pricing Disability..., APL Programming, Microsoft Access, MG-Triton Modeling, Quantitative Finance, Time Series Analysis
Education
Lehigh University 2010 — 2011
Master of Science (M.S.), Analytical Finance, 3.61 / 4.00 Grade Point Average
Lehigh University 2007 — 2010
Bachelor of Science (B.S.), Finance, 3.92 / 4.00 Grade Point Average
John Hancock Financial Services December 2014 - Present
Sun Life Financial May 2013 - November 2014
Sun Life Financial August 2011 - May 2013
Lehigh Valley Public Telecommunications April 2010 - September 2010
Lehigh University Center for Academic Success September 2009 - May 2010
Dunkin Donuts July 2006 - June 2009
Skills
GGY AXIS Modeling, SAS, Visual Basic for..., AG43 Reserving and C3P2..., Canadian Reserving..., NAIC & USGAAP Valuation..., Pricing Disability..., APL Programming, Microsoft Access, MG-Triton Modeling, Quantitative Finance, Time Series Analysis
Education
Lehigh University 2010 — 2011
Master of Science (M.S.), Analytical Finance, 3.61 / 4.00 Grade Point Average
Lehigh University 2007 — 2010
Bachelor of Science (B.S.), Finance, 3.92 / 4.00 Grade Point Average
Michele Carr Michele Carr's Sun Life Financial Experience August 2014 - Present
Job Abilities Case Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Continuing Care Safety Association March 2013 - August 2014
Sun Life Financial February 2009 - March 2013
Sun Life Financial March 2008 - February 2009
Sun Life Financial August 2004 - February 2008
Sun Life Financial 2000 - 2004
Sun Life Financial 1998 - 2000
Sun Life Financial 1996 - 1998
Sun Life Financial 1995 - 1996
Sun Life Financial 1991 - 1995
Skills
Leadership, Customer Service, Team Building, Performance Management, Change Management, Coaching, Employee Benefits, Process Improvement, Training, Group Benefits, Creative Problem Solving, Proactive self-starter, Management, Recruiting, Supervisory Skills, Conflict Management
Education
MacEwan University 2011 — 2015
Disability Management in the Workplace Certificate
University of Alberta
Supervisory Development Citation
Sun Life Financial August 2014 - Present
Continuing Care Safety Association March 2013 - August 2014
Sun Life Financial February 2009 - March 2013
Sun Life Financial March 2008 - February 2009
Sun Life Financial August 2004 - February 2008
Sun Life Financial 2000 - 2004
Sun Life Financial 1998 - 2000
Sun Life Financial 1996 - 1998
Sun Life Financial 1995 - 1996
Sun Life Financial 1991 - 1995
Skills
Leadership, Customer Service, Team Building, Performance Management, Change Management, Coaching, Employee Benefits, Process Improvement, Training, Group Benefits, Creative Problem Solving, Proactive self-starter, Management, Recruiting, Supervisory Skills, Conflict Management
Education
MacEwan University 2011 — 2015
Disability Management in the Workplace Certificate
University of Alberta
Supervisory Development Citation
Andrew Emerson Andrew Emerson's Sun Life Financial Experience June 2013 - March 2015
Job Quote Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - March 2015
Sun Life Financial January 2012 - May 2013
Skills
Public Speaking, Public Relations, Microsoft Office, SQL, Public Engagement, Crisis Management, Life Insurance, Disability Insurance, Dental Insurance, Employee Training, Employee Benefits, Voluntary Employee..., Creative Writing, Literary Editing, Microsoft Word, Customer Service, PowerPoint, Insurance, Microsoft Excel, Sales
Education
LIU Post 2006 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Sun Life Financial June 2013 - March 2015
Sun Life Financial January 2012 - May 2013
Skills
Public Speaking, Public Relations, Microsoft Office, SQL, Public Engagement, Crisis Management, Life Insurance, Disability Insurance, Dental Insurance, Employee Training, Employee Benefits, Voluntary Employee..., Creative Writing, Literary Editing, Microsoft Word, Customer Service, PowerPoint, Insurance, Microsoft Excel, Sales
Education
LIU Post 2006 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Giada Zucchet Giada Zucchet's Sun Life Financial Experience July 2006 - May 2008
Job Senior Account Executive at NFP
Industry Insurance
Experience
NFP May 2008 - Present
AGS Benefits Group May 2008 - January 2012
Sun Life Financial July 2006 - May 2008
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Life Insurance, Strategic Planning, Benefits Administration, Customer Retention, Leadership, Management, Risk Management, Strategy, Underwriting, Customer Service
Education
Loyola University Maryland
BA, Psychology, Marketing
NFP May 2008 - Present
AGS Benefits Group May 2008 - January 2012
Sun Life Financial July 2006 - May 2008
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Life Insurance, Strategic Planning, Benefits Administration, Customer Retention, Leadership, Management, Risk Management, Strategy, Underwriting, Customer Service
Education
Loyola University Maryland
BA, Psychology, Marketing
Lewis Chan Lewis Chan's Sun Life Financial Experience January 2011 - June 2012
Job Financial Advisor at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. July 2012 - Present
Financial Literacy Counsel June 2012 - Present
Vancouver Chinese Baptist Church January 2012 - Present
Ferndale and Mission Prison January 2011 - Present
Sun Life Financial January 2011 - June 2012
Industry Canada January 2010 - July 2010
London Drugs 2002 - 2010
Workplace Technology Services September 2008 - May 2009
Skills
Social Media, Customer Service, Public Speaking, Microsoft Office, Financial Analysis, Internal Communications, Corporate Communications, Marketing Communications, Event Planning, Analysis, Time Management, Microsoft Excel, Research, Team Leadership
Education
Simon Fraser University 2006 — 2010
BA, Communications
Langara College 2003 — 2006
Bachelor of Commerce (B.Com.)
Investia Financial Services Inc. July 2012 - Present
Financial Literacy Counsel June 2012 - Present
Vancouver Chinese Baptist Church January 2012 - Present
Ferndale and Mission Prison January 2011 - Present
Sun Life Financial January 2011 - June 2012
Industry Canada January 2010 - July 2010
London Drugs 2002 - 2010
Workplace Technology Services September 2008 - May 2009
Skills
Social Media, Customer Service, Public Speaking, Microsoft Office, Financial Analysis, Internal Communications, Corporate Communications, Marketing Communications, Event Planning, Analysis, Time Management, Microsoft Excel, Research, Team Leadership
Education
Simon Fraser University 2006 — 2010
BA, Communications
Langara College 2003 — 2006
Bachelor of Commerce (B.Com.)
Dan McArthur Dan McArthur's Sun Life Financial Experience June 2012 - Present
Job LTD Case Manager at Sun Life Financial
Industry Health, Wellness and Fitness
Experience
Sun Life Financial June 2012 - Present
AIM Health Group May 2007 - May 2012
Skills
Wellness, Nutrition, Spine, Coaching, Customer Service, Training, Strength Training, Microsoft Office, Fitness Training, Microsoft Excel, Kinesiology, Exercise Physiology, Treatment, Sports
Education
Liberty University 2000 — 2004
Bachelor of Science (BSc), Athletic Training/Trainer
Sun Life Financial June 2012 - Present
AIM Health Group May 2007 - May 2012
Skills
Wellness, Nutrition, Spine, Coaching, Customer Service, Training, Strength Training, Microsoft Office, Fitness Training, Microsoft Excel, Kinesiology, Exercise Physiology, Treatment, Sports
Education
Liberty University 2000 — 2004
Bachelor of Science (BSc), Athletic Training/Trainer
Alberto Calderon, MBA's Sun Life Financial Experience August 2004 - December 2011
Job HCM Implementation Consultant
Industry Information Technology and Services
Experience
ADP July 2015 - Present
Northside Hospital April 2015 - June 2015
Northside Hospital May 2013 - April 2015
Lincoln Financial Group May 2012 - May 2013
Sun Life Financial August 2004 - December 2011
Skills
Insurance, Employee Benefits, Disability Insurance, Human Resources, Disability Claims..., Case Managment, Full & Final Settlement, Return to Work Programs, Benefits Administration, Coaching, Open Enrollment, COBRA, 401k, Health Savings Accounts, Group Insurance, New Hire Orientations, Deferred Compensation, Pensions, Defined Benefit, Employee Relations, Training, Microsoft Excel, Claim, Leadership, Defined Contribution, HR Policies, Health Care Reform, ERISA, Disability Management, Compensation
Education
Southern New Hampshire University 2007 — 2011
MBA
Lenoir-Rhyne University 1986 — 1990
Bachelor’s Degree
ADP July 2015 - Present
Northside Hospital April 2015 - June 2015
Northside Hospital May 2013 - April 2015
Lincoln Financial Group May 2012 - May 2013
Sun Life Financial August 2004 - December 2011
Skills
Insurance, Employee Benefits, Disability Insurance, Human Resources, Disability Claims..., Case Managment, Full & Final Settlement, Return to Work Programs, Benefits Administration, Coaching, Open Enrollment, COBRA, 401k, Health Savings Accounts, Group Insurance, New Hire Orientations, Deferred Compensation, Pensions, Defined Benefit, Employee Relations, Training, Microsoft Excel, Claim, Leadership, Defined Contribution, HR Policies, Health Care Reform, ERISA, Disability Management, Compensation
Education
Southern New Hampshire University 2007 — 2011
MBA
Lenoir-Rhyne University 1986 — 1990
Bachelor’s Degree
De Keimach De Keimach's Sun Life Financial Experience January 2002 - January 2012
Job Associate Director, Compliance at Delaware Life
Industry Financial Services
Experience
Delaware Life October 2013 - Present
Sun Life Financial January 2002 - January 2012
Sun Life Financial April 1998 - March 2002
Skills
Compliance, FINRA, Insurance, Excel, Series 6, Series 63, Series 26, Critical Thinking, Social Perceptiveness, Judgment and Decision..., Problem Sensitivity, Persistence, Stress Tolerance, Adaptability, Flexibility, Interpretive Thinking, Attention to Detail, Risk Assessment, Complaint Investigations, Negotiation, Persuasion, Complex Problem Solving, Microsoft Excel, Financial Services, Mutual Funds, Analysis, Securities, Process Improvement, Banking, Retirement, Business Process, Life Insurance, Risk Management
Education
North Shore Community College 2013 — 2013
Certificate, Paralegal
Lesley University 1981 — 1985
Bachelor of Science, Education
Delaware Life October 2013 - Present
Sun Life Financial January 2002 - January 2012
Sun Life Financial April 1998 - March 2002
Skills
Compliance, FINRA, Insurance, Excel, Series 6, Series 63, Series 26, Critical Thinking, Social Perceptiveness, Judgment and Decision..., Problem Sensitivity, Persistence, Stress Tolerance, Adaptability, Flexibility, Interpretive Thinking, Attention to Detail, Risk Assessment, Complaint Investigations, Negotiation, Persuasion, Complex Problem Solving, Microsoft Excel, Financial Services, Mutual Funds, Analysis, Securities, Process Improvement, Banking, Retirement, Business Process, Life Insurance, Risk Management
Education
North Shore Community College 2013 — 2013
Certificate, Paralegal
Lesley University 1981 — 1985
Bachelor of Science, Education
Erin Coglianese Erin Coglianese's Sun Life Financial Experience October 2010 - June 2013
Job Head Camp Counselor at Beaver Country Day School, Inc.
Industry Insurance
Experience
Beaver Country Day School, Inc. June 2014 - Present
Delaware Life August 2013 - May 2014
Sun Life Financial October 2010 - June 2013
Sun Life Financial January 2008 - October 2010
Sun Life Financial August 2007 - January 2008
Skills
Process Improvement, Negotiation, Customer Service, Sales, Insurance, New Business Development, Data Entry, Call Centers, Research, Fixed Annuities, Customer Satisfaction, Coaching, Financial Services, Customer Relations, Leadership, Investments, Employee Benefits
Education
Lesley University 2012 — 2014
Master of Education (M.Ed.), Teacher of Moderate Special Needs Pre K-8
University of New Hampshire 2003 — 2005
Bachelor of Arts, Communication
University of Tampa 2001 — 2003
Salem High School
Beaver Country Day School, Inc. June 2014 - Present
Delaware Life August 2013 - May 2014
Sun Life Financial October 2010 - June 2013
Sun Life Financial January 2008 - October 2010
Sun Life Financial August 2007 - January 2008
Skills
Process Improvement, Negotiation, Customer Service, Sales, Insurance, New Business Development, Data Entry, Call Centers, Research, Fixed Annuities, Customer Satisfaction, Coaching, Financial Services, Customer Relations, Leadership, Investments, Employee Benefits
Education
Lesley University 2012 — 2014
Master of Education (M.Ed.), Teacher of Moderate Special Needs Pre K-8
University of New Hampshire 2003 — 2005
Bachelor of Arts, Communication
University of Tampa 2001 — 2003
Salem High School
Erika Ferko Erika Ferko's Sun Life Financial Experience October 2007 - April 2008
Job Consulting for Adminstration and Accounting at Erika Ferko Self Employed
Industry Consumer Services
Experience
Erika Ferko - Self Employed July 2012 - Present
T&S Collections Ltd. April 2012 - Present
VH Marketing Ltd. April 2012 - September 2012
Metro Vancouver (formally GVRD) July 2008 - March 2012
Sun Life Financial October 2007 - April 2008
Education
Langara College 2009 — 2009
Accounting
The University of Lethbridge 2003 — 2007
BA, Political Science
Erika Ferko - Self Employed July 2012 - Present
T&S Collections Ltd. April 2012 - Present
VH Marketing Ltd. April 2012 - September 2012
Metro Vancouver (formally GVRD) July 2008 - March 2012
Sun Life Financial October 2007 - April 2008
Education
Langara College 2009 — 2009
Accounting
The University of Lethbridge 2003 — 2007
BA, Political Science
Adele Bennett's Sun Life Financial Experience October 2012 - Present
Job Administrative Assistant at Sun Life Financial
Industry Real Estate
Experience
Sun Life Financial October 2012 - Present
Camrost-Felcorp Inc. May 2010 - October 2012
Education
Laurentian University/Université Laurentienne 2007 — 2010
Bachelor of Business Administration
Sun Life Financial October 2012 - Present
Camrost-Felcorp Inc. May 2010 - October 2012
Education
Laurentian University/Université Laurentienne 2007 — 2010
Bachelor of Business Administration
Elwin Ford Elwin Ford's Sun Life Financial Experience January 2008 - March 2008
Job Owner, Kaxbrel Consulting and Professional Services
Industry Information Technology and Services
Experience
Kaxbrel Consulting and Services, LLC August 2007 - Present
InSource LLC November 2005 - Present
Sun Life Financial January 2008 - March 2008
Washington Mutual 2006 - 2008
Genworth Financial May 2006 - November 2006
ING December 2005 - May 2006
AllianceBernstein June 2004 - November 2005
Eagle Investment Systems January 2000 - May 2001
SS&C Technologies 1996 - January 2000
Metropolitan Life Insurance Company October 1990 - March 1997
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process, Project Management, Integration, IT Strategy, Strategy, Project Planning, Investments, Portfolio Management, Agile Methodologies, Requirements Gathering, Banking, PMO, CRM, Analysis, Derivatives, Business Requirements, Visio, Leadership, Management, Financial Services, Project Portfolio..., Testing, Data Warehousing, Six Sigma, Software Project..., Vendor Management, Risk Management, IT Management, Business Process..., Security, PMP, Business Process..., Financial Risk, Outsourcing, Process Improvement, Operations Management, Team Building, Training, Information Technology, Agile Project Management, Governance, Change Management, Management Consulting, SharePoint, ITIL
Education
Le Moyne College 1979 — 1983
BS, Accounting, minor in Computer Science
Kaxbrel Consulting and Services, LLC August 2007 - Present
InSource LLC November 2005 - Present
Sun Life Financial January 2008 - March 2008
Washington Mutual 2006 - 2008
Genworth Financial May 2006 - November 2006
ING December 2005 - May 2006
AllianceBernstein June 2004 - November 2005
Eagle Investment Systems January 2000 - May 2001
SS&C Technologies 1996 - January 2000
Metropolitan Life Insurance Company October 1990 - March 1997
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process, Project Management, Integration, IT Strategy, Strategy, Project Planning, Investments, Portfolio Management, Agile Methodologies, Requirements Gathering, Banking, PMO, CRM, Analysis, Derivatives, Business Requirements, Visio, Leadership, Management, Financial Services, Project Portfolio..., Testing, Data Warehousing, Six Sigma, Software Project..., Vendor Management, Risk Management, IT Management, Business Process..., Security, PMP, Business Process..., Financial Risk, Outsourcing, Process Improvement, Operations Management, Team Building, Training, Information Technology, Agile Project Management, Governance, Change Management, Management Consulting, SharePoint, ITIL
Education
Le Moyne College 1979 — 1983
BS, Accounting, minor in Computer Science
Logan Taunton's Sun Life Financial Experience March 2009 - August 2010
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Ardian Preci Ardian Preci's Sun Life Financial Experience July 2013 - January 2015
Job Principal at Horizon Insurance LLC
Industry Insurance
Experience
Horizon Insurance January 2015 - Present
MALCC - Massachusetts Albanian Chamber of Commerce February 2013 - Present
Teleprezence Ltd January 2013 - Present
Sun Life Financial July 2013 - January 2015
Libertals Magazine March 2012 - February 2014
Liberty Mutual Insurance May 2012 - June 2013
Globalb Enterprise June 2007 - May 2012
xcel consultants February 2003 - May 2007
Kothala & Co Solicitors May 2000 - June 2003
Skills
Business Planning, Market Research, Marketing Strategy, Negotiation, New Business Development, Strategic Planning, Business Strategy, Public Relations, Event Management, Team Leadership, Online Advertising, Management Consulting, Management, International Business, Property & Casualty..., Customer Service, Public Speaking, Project Planning, Marketing Management, Life Insurance, Market Analysis, Social Media, Sales, Sales Management, Account Management, Project Management, Analysis, Business Development, Team Building, Change Management, Start-ups, Leadership, Marketing, Strategy, Entrepreneurship, Investments, Marketing Communications, CRM, Contract Negotiation, Training, Competitive Analysis, B2B, Budgets, Risk Management, Insurance, Direct Sales, Social Media Marketing
Education
The Open University 2014 — 2016
Master of Business Administration (M.B.A.)
London Metropolitan University 2004 — 2007
BA International Business
Horizon Insurance January 2015 - Present
MALCC - Massachusetts Albanian Chamber of Commerce February 2013 - Present
Teleprezence Ltd January 2013 - Present
Sun Life Financial July 2013 - January 2015
Libertals Magazine March 2012 - February 2014
Liberty Mutual Insurance May 2012 - June 2013
Globalb Enterprise June 2007 - May 2012
xcel consultants February 2003 - May 2007
Kothala & Co Solicitors May 2000 - June 2003
Skills
Business Planning, Market Research, Marketing Strategy, Negotiation, New Business Development, Strategic Planning, Business Strategy, Public Relations, Event Management, Team Leadership, Online Advertising, Management Consulting, Management, International Business, Property & Casualty..., Customer Service, Public Speaking, Project Planning, Marketing Management, Life Insurance, Market Analysis, Social Media, Sales, Sales Management, Account Management, Project Management, Analysis, Business Development, Team Building, Change Management, Start-ups, Leadership, Marketing, Strategy, Entrepreneurship, Investments, Marketing Communications, CRM, Contract Negotiation, Training, Competitive Analysis, B2B, Budgets, Risk Management, Insurance, Direct Sales, Social Media Marketing
Education
The Open University 2014 — 2016
Master of Business Administration (M.B.A.)
London Metropolitan University 2004 — 2007
BA International Business
Mark McDonough Mark McDonough's Sun Life Financial Experience July 2012 - Present
Job Medical StopLoss Internal Sales Support at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2012 - Present
Bank of America March 2012 - April 2012
Citizens Financial Group September 2011 - March 2012
New York Life Insurance Company October 2010 - September 2011
National Brokerage Service May 2009 - June 2010
Sun Life Financial June 2006 - February 2009
Sun Life Financial October 2002 - June 2006
Sun Life Financial February 1999 - October 2002
Sun Life Financial August 1997 - February 1999
WGMC-TV November 1997 - January 1999
Skills
Mentoring, Coaching, Supervising, Insurance, Customer Relations, Process Improvement, Financial Planning, Investments, Long Term Care, Team Building, Annuities, Customer Service, Lotus Notes, Team Leadership, Problem Solving, Customer Satisfaction, Call Center, Access, Excel, Banking, Outlook, Retirement, PowerPoint, Supervisory Skills, Word, Public Speaking, Fixed Annuities, Long-term Care, Strategic Financial..., Microsoft Excel, Training, Call Centers, Marketing, Employee Benefits, Cross-functional Team..., Financial Services, Life Insurance, Disability Insurance, Mutual Funds, Leadership, Management, Sales, Small Business, Forecasting, Program Management, Time Management, Finance, Strategic Planning, Sales Operations, Business Planning
Education
Lyndon State College 1993 — 1997
Bachelor of Science, Meteorology
Weymouth South High School 1984 — 1988
Diploma
Sun Life Financial July 2012 - Present
Bank of America March 2012 - April 2012
Citizens Financial Group September 2011 - March 2012
New York Life Insurance Company October 2010 - September 2011
National Brokerage Service May 2009 - June 2010
Sun Life Financial June 2006 - February 2009
Sun Life Financial October 2002 - June 2006
Sun Life Financial February 1999 - October 2002
Sun Life Financial August 1997 - February 1999
WGMC-TV November 1997 - January 1999
Skills
Mentoring, Coaching, Supervising, Insurance, Customer Relations, Process Improvement, Financial Planning, Investments, Long Term Care, Team Building, Annuities, Customer Service, Lotus Notes, Team Leadership, Problem Solving, Customer Satisfaction, Call Center, Access, Excel, Banking, Outlook, Retirement, PowerPoint, Supervisory Skills, Word, Public Speaking, Fixed Annuities, Long-term Care, Strategic Financial..., Microsoft Excel, Training, Call Centers, Marketing, Employee Benefits, Cross-functional Team..., Financial Services, Life Insurance, Disability Insurance, Mutual Funds, Leadership, Management, Sales, Small Business, Forecasting, Program Management, Time Management, Finance, Strategic Planning, Sales Operations, Business Planning
Education
Lyndon State College 1993 — 1997
Bachelor of Science, Meteorology
Weymouth South High School 1984 — 1988
Diploma
Lee Bird Lee Bird's Sun Life Financial Experience October 2013 - November 2014
Job Specialty Sales Consultant at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan November 2014 - Present
Sun Life Financial October 2013 - November 2014
Blue Cross Blue Shield of Michigan July 2011 - October 2013
Principal Financial Group January 2008 - July 2011
Hantz Benefit Services June 2004 - January 2008
Skills
Employee Benefits, Account Management, Customer Satisfaction, Insurance, Health Insurance, Customer Service, Sales, Team Building, Customer Retention, Disability Insurance, Training, Sales Management, Business Planning, Program Management, Health Savings Accounts, CRM
Education
Lake Superior State University 1996 — 2000
BS, Recreation Management
Blue Cross Blue Shield of Michigan November 2014 - Present
Sun Life Financial October 2013 - November 2014
Blue Cross Blue Shield of Michigan July 2011 - October 2013
Principal Financial Group January 2008 - July 2011
Hantz Benefit Services June 2004 - January 2008
Skills
Employee Benefits, Account Management, Customer Satisfaction, Insurance, Health Insurance, Customer Service, Sales, Team Building, Customer Retention, Disability Insurance, Training, Sales Management, Business Planning, Program Management, Health Savings Accounts, CRM
Education
Lake Superior State University 1996 — 2000
BS, Recreation Management
Nizar Ferzli's Sun Life Financial Experience March 2004 - April 2007
Job Group Underwriter at Medavie Blue Cross
Industry Insurance
Experience
Medavie Blue Cross June 2011 - September 2015
Penncorp Life Insurance Company January 2010 - May 2011
Manulife Financial April 2007 - December 2009
Sun Life Financial March 2004 - April 2007
Sun Life Financial December 2002 - March 2004
Skills
Insurance, Risk Management, Life Insurance, Disability Insurance, Underwriting, Employee Benefits, Health Insurance, Term Life Insurance, Training, Group Insurance, Microsoft Office, Highly Analytical, Creative Problem Solving, English, French, Arabic, Negotiation, Coaching, Financial Analysis, Critical Illness, Microsoft Excel, Financial Risk, Data Analysis, Account Management, Business Management, Business Strategy
Education
University of Toronto 2014 — 2016
Business Management
University of Toronto 2014 — 2015
Accounting
University of Waterloo
Mathematics
Lebanese American University
Mathematics
Medavie Blue Cross June 2011 - September 2015
Penncorp Life Insurance Company January 2010 - May 2011
Manulife Financial April 2007 - December 2009
Sun Life Financial March 2004 - April 2007
Sun Life Financial December 2002 - March 2004
Skills
Insurance, Risk Management, Life Insurance, Disability Insurance, Underwriting, Employee Benefits, Health Insurance, Term Life Insurance, Training, Group Insurance, Microsoft Office, Highly Analytical, Creative Problem Solving, English, French, Arabic, Negotiation, Coaching, Financial Analysis, Critical Illness, Microsoft Excel, Financial Risk, Data Analysis, Account Management, Business Management, Business Strategy
Education
University of Toronto 2014 — 2016
Business Management
University of Toronto 2014 — 2015
Accounting
University of Waterloo
Mathematics
Lebanese American University
Mathematics
Hyunjoo Choe Hyunjoo Choe's Sun Life Financial Experience October 2005 - April 2006
Job Sr project manager at TD
Industry Information Technology and Services
Experience
TD May 2014 - Present
RBC October 2012 - January 2014
Scotiabank February 2010 - August 2012
RBC Dexia Investor Services July 2007 - June 2009
RBC May 2006 - July 2007
Sun Life Financial October 2005 - April 2006
CIBC March 2005 - October 2005
Bell Canada September 2004 - March 2005
OAO Technology Solutions April 2003 - December 2003
DataMirror August 1999 - September 2002
Skills
SDLC, PMP, PMO, Vendor Management, Business Analysis, Project Delivery, Project Portfolio..., Waterfall, Software Project..., Requirements Gathering, Data Warehousing, Resource Management, Release Management, Business Intelligence, Business Requirements, Certified Project..., Agile Project Management, Requirements Analysis, Visio, Project Planning, Project Management, Software Development, Business Process, MS Project, Business Objects, Testing, Business Process..., Information Technology, Telecommunications, IT Strategy, Governance, Enterprise Software, Risk Management, User Acceptance Testing, Cross-functional Team..., Systems Analysis, Solution Architecture, CRM
Education
Korea University
Summer study
Ryerson University
Business
York University
TD May 2014 - Present
RBC October 2012 - January 2014
Scotiabank February 2010 - August 2012
RBC Dexia Investor Services July 2007 - June 2009
RBC May 2006 - July 2007
Sun Life Financial October 2005 - April 2006
CIBC March 2005 - October 2005
Bell Canada September 2004 - March 2005
OAO Technology Solutions April 2003 - December 2003
DataMirror August 1999 - September 2002
Skills
SDLC, PMP, PMO, Vendor Management, Business Analysis, Project Delivery, Project Portfolio..., Waterfall, Software Project..., Requirements Gathering, Data Warehousing, Resource Management, Release Management, Business Intelligence, Business Requirements, Certified Project..., Agile Project Management, Requirements Analysis, Visio, Project Planning, Project Management, Software Development, Business Process, MS Project, Business Objects, Testing, Business Process..., Information Technology, Telecommunications, IT Strategy, Governance, Enterprise Software, Risk Management, User Acceptance Testing, Cross-functional Team..., Systems Analysis, Solution Architecture, CRM
Education
Korea University
Summer study
Ryerson University
Business
York University
Muzi Ndlangamandla Muzi Ndlangamandla's Sun Life Financial Experience August 2012 - Present
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
RBC Insurance September 2011 - December 2011
Investors Group Financial Services Inc. April 2007 - August 2011
Canadian Red Cross 2008 - 2009
African Alliance 2002 - 2003
Skills
Product Marketing, Quantative Analysis, Investment Advisory, Retirement Plan..., Wealth Preservation..., Holistic Financial..., Disability Insurance, Term Life Insurance, Critical Illness, Segregated Funds, LLQP, Canadian Securities..., RESP, Permanent Life Insurance, business development, Negotiation, Interpersonal..., Business Networking, Manage Client..., Marketing Research, Long Term Care Insurance, Group Benefit Plans, Succession Planning, TFSA, Conduct and Practices..., Investment Management..., Risk Management, Retirement Planning, Leadership, Insurance, Financial Services, Employee Benefits, Customer Retention, Customer Engagement, Business Development, Management, Portfolio Management, Investments
Education
Canadian Securities Institute 2007 — 2007
CSC, CPH
Lakehead University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Waterford Kamhlaba UWCSA 1999 — 2002
IB Diploma
Sun Life Financial August 2012 - Present
RBC Insurance September 2011 - December 2011
Investors Group Financial Services Inc. April 2007 - August 2011
Canadian Red Cross 2008 - 2009
African Alliance 2002 - 2003
Skills
Product Marketing, Quantative Analysis, Investment Advisory, Retirement Plan..., Wealth Preservation..., Holistic Financial..., Disability Insurance, Term Life Insurance, Critical Illness, Segregated Funds, LLQP, Canadian Securities..., RESP, Permanent Life Insurance, business development, Negotiation, Interpersonal..., Business Networking, Manage Client..., Marketing Research, Long Term Care Insurance, Group Benefit Plans, Succession Planning, TFSA, Conduct and Practices..., Investment Management..., Risk Management, Retirement Planning, Leadership, Insurance, Financial Services, Employee Benefits, Customer Retention, Customer Engagement, Business Development, Management, Portfolio Management, Investments
Education
Canadian Securities Institute 2007 — 2007
CSC, CPH
Lakehead University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Waterford Kamhlaba UWCSA 1999 — 2002
IB Diploma
Eileen Adler, M.S.'s Sun Life Financial Experience May 2013 - April 2014
Job Senior Vice President Human Resources at PeopleFluent
Industry Human Resources
Experience
PeopleFluent May 2015 - Present
ikaSystems April 2014 - April 2015
Sun Life Financial May 2013 - April 2014
Sun Life Financial March 2010 - April 2014
Sun Life Financial August 2008 - April 2010
Sun Life Financial June 2005 - August 2008
Boston Scientific April 2003 - June 2005
Career Strategies, Inc. July 1997 - 2003
W.T. Haigh & Company March 1990 - March 1997
Skills
Talent Management, Talent Acquisition, Talent Assessment, Organizational..., Leadership Development, Onboarding, Organizational..., Deferred Compensation, Succession Planning, Employee Engagement, Recruiting, Human Resources, Coaching, Sourcing, Change Management, Executive Coaching, Employee Relations, Personnel Management, Strategy, Leadership, Interviews, Employee Benefits, Management, Mergers & Acquisitions, Program Management, Performance Management
Education
Lesley University
MS, Learning & Development - Organizational Development
Lesley University
BS, Business & Psychology
PeopleFluent May 2015 - Present
ikaSystems April 2014 - April 2015
Sun Life Financial May 2013 - April 2014
Sun Life Financial March 2010 - April 2014
Sun Life Financial August 2008 - April 2010
Sun Life Financial June 2005 - August 2008
Boston Scientific April 2003 - June 2005
Career Strategies, Inc. July 1997 - 2003
W.T. Haigh & Company March 1990 - March 1997
Skills
Talent Management, Talent Acquisition, Talent Assessment, Organizational..., Leadership Development, Onboarding, Organizational..., Deferred Compensation, Succession Planning, Employee Engagement, Recruiting, Human Resources, Coaching, Sourcing, Change Management, Executive Coaching, Employee Relations, Personnel Management, Strategy, Leadership, Interviews, Employee Benefits, Management, Mergers & Acquisitions, Program Management, Performance Management
Education
Lesley University
MS, Learning & Development - Organizational Development
Lesley University
BS, Business & Psychology
Ivan Bento Ivan Bento's Sun Life Financial Experience September 2010 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2010 - Present
International Paper 2003 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, Team Leadership, Contract Negotiation
Education
Lynn University 1997 — 1998
MBA, Intrenational Business
Universidade Federal do Paraná 1983 — 1987
Bachelor's Engineering, Forestry
Sun Life Financial September 2010 - Present
International Paper 2003 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, Team Leadership, Contract Negotiation
Education
Lynn University 1997 — 1998
MBA, Intrenational Business
Universidade Federal do Paraná 1983 — 1987
Bachelor's Engineering, Forestry
Shereen Batarseh's Sun Life Financial Experience February 2015 - Present
Job Workday HRMS Design & Implementation Manager at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial February 2015 - Present
Electronic Health Solution April 2011 - Present
Workday 2015 - 2015
Workday 2015 - 2015
Workday 2015 - 2015
UNRWA June 2011 - May 2013
Maryland State Highway Administration October 2007 - December 2011
United Healthcare 2010 - 2010
Maryland State High Administration, (Government) May 2006 - August 2007
SatisFacts Research, LLC June 2005 - January 2006
Skills
Business Process..., Knowledge Management, Business Process..., Performance Measurement, Business Intelligence, Strategic Planning
Education
University of Baltimore 2004 — 2006
MBA, Special; Information Systems
La Roche College 2000 — 2004
BS, Information Technology
Sun Life Financial February 2015 - Present
Electronic Health Solution April 2011 - Present
Workday 2015 - 2015
Workday 2015 - 2015
Workday 2015 - 2015
UNRWA June 2011 - May 2013
Maryland State Highway Administration October 2007 - December 2011
United Healthcare 2010 - 2010
Maryland State High Administration, (Government) May 2006 - August 2007
SatisFacts Research, LLC June 2005 - January 2006
Skills
Business Process..., Knowledge Management, Business Process..., Performance Measurement, Business Intelligence, Strategic Planning
Education
University of Baltimore 2004 — 2006
MBA, Special; Information Systems
La Roche College 2000 — 2004
BS, Information Technology
Melody O'Hare , PMP Melody O'Hare , PMP's Sun Life Financial Experience 1992 - 2000
Job Vice President / Sr Project Manager
Industry Financial Services
Experience
Citi May 2012 - Present
Pearson Education August 2010 - May 2012
State Street Corporation July 2007 - March 2009
Investors Bank and Trust January 2001 - July 2007
Sun Life Financial 1992 - 2000
Skills
Program Management, Business Process..., Business Requirements, Change Management, Team Building, Budgets, Workshop Facilitation, SDLC, Business Analysis, Process Improvement
Education
Lesley University 1994 — 1996
MS
Salem State University
BS, BA
Citi May 2012 - Present
Pearson Education August 2010 - May 2012
State Street Corporation July 2007 - March 2009
Investors Bank and Trust January 2001 - July 2007
Sun Life Financial 1992 - 2000
Skills
Program Management, Business Process..., Business Requirements, Change Management, Team Building, Budgets, Workshop Facilitation, SDLC, Business Analysis, Process Improvement
Education
Lesley University 1994 — 1996
MS
Salem State University
BS, BA
Cheryl Ficker, ABC Cheryl Ficker, ABC's Sun Life Financial Experience August 2001 - October 2004
Job Senior Manager, PR & Communications & External Affairs at The Home Depot Canada (contract)
Industry Public Relations and Communications
Experience
The Home Depot Canada October 2014 - Present
August PR & Communication January 2010 - Present
Ryerson University September 2004 - September 2013
Seneca College of Applied Arts and Technology January 2013 - April 2013
Ryerson University January 2009 - March 2013
CIBC Mellon Global Securities Services Company October 2004 - January 2010
Sun Life Financial August 2001 - October 2004
The Life Insurance Institute of Canada December 1999 - July 2001
Edelman Public Relations September 1998 - December 1999
Thunder Bay District Municipal League October 1993 - April 1995
Skills
Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Communication Training, Public Relations, Corporate Social..., Leadership, Reputation Management, Newsletters, Crisis Communications, Editing, Strategy, Crisis Management, Communications Planning, Strategic Planning, Press Releases, Brand Management, Marketing Communications, Integrated Marketing, Social Media, Copywriting, Issues Management, Employee Engagement, Planning, Mentoring, Communications Strategy, Business Strategy, Budget Process, Department Budgeting, Program Evaluation
Education
Ryerson University 1998 — 2004
Certificate, Public Relations
British Council 1995 — 1996
Certificate to Teach English as a Second Language, ESL
Lakehead University 1989 — 1992
Bachelor of Arts, Sociology
The Home Depot Canada October 2014 - Present
August PR & Communication January 2010 - Present
Ryerson University September 2004 - September 2013
Seneca College of Applied Arts and Technology January 2013 - April 2013
Ryerson University January 2009 - March 2013
CIBC Mellon Global Securities Services Company October 2004 - January 2010
Sun Life Financial August 2001 - October 2004
The Life Insurance Institute of Canada December 1999 - July 2001
Edelman Public Relations September 1998 - December 1999
Thunder Bay District Municipal League October 1993 - April 1995
Skills
Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Communication Training, Public Relations, Corporate Social..., Leadership, Reputation Management, Newsletters, Crisis Communications, Editing, Strategy, Crisis Management, Communications Planning, Strategic Planning, Press Releases, Brand Management, Marketing Communications, Integrated Marketing, Social Media, Copywriting, Issues Management, Employee Engagement, Planning, Mentoring, Communications Strategy, Business Strategy, Budget Process, Department Budgeting, Program Evaluation
Education
Ryerson University 1998 — 2004
Certificate, Public Relations
British Council 1995 — 1996
Certificate to Teach English as a Second Language, ESL
Lakehead University 1989 — 1992
Bachelor of Arts, Sociology
Charles Yates Charles Yates's Sun Life Financial Experience May 2008 - Present
Job Sun Life Financial Advisor
Industry Financial Services
Experience
Sun Life Financial May 2008 - Present
Skills
Group Benefits, Pensions, Annuities, Mutual Funds, Savings, Investments, Insurance, Succession Planning, Retirement Planning, Retirement, Long Term Care, Disability Insurance, Critical Illness, Income Protection, Wealth Management, Inheritance Tax Planning, Employee Benefits, Financial Advice, Health Insurance, Retirement Savings, Term Life Insurance, Universal Life, Wealth, Segregated Funds, Asset Allocation, Mortgage Protection, Annuity, Whole Life, Retirement Income..., Group Health, Fixed Annuities, Financial Planners, Wealth Accumulation, Residential Mortgages, Financial Advisory, Estate Planning, Commercial Mortgages, Long-term Care, Mortgage Lending, Life Insurance, Securities, Investment Advisory, Financial Planning, Small Business
Education
The University of British Columbia 2004 — 2007
BA, Political Science, Economics
Langara College 2001 — 2003
Economics
Templeton 1990 — 1995
Highschool Diploma, Life
Sun Life Financial May 2008 - Present
Skills
Group Benefits, Pensions, Annuities, Mutual Funds, Savings, Investments, Insurance, Succession Planning, Retirement Planning, Retirement, Long Term Care, Disability Insurance, Critical Illness, Income Protection, Wealth Management, Inheritance Tax Planning, Employee Benefits, Financial Advice, Health Insurance, Retirement Savings, Term Life Insurance, Universal Life, Wealth, Segregated Funds, Asset Allocation, Mortgage Protection, Annuity, Whole Life, Retirement Income..., Group Health, Fixed Annuities, Financial Planners, Wealth Accumulation, Residential Mortgages, Financial Advisory, Estate Planning, Commercial Mortgages, Long-term Care, Mortgage Lending, Life Insurance, Securities, Investment Advisory, Financial Planning, Small Business
Education
The University of British Columbia 2004 — 2007
BA, Political Science, Economics
Langara College 2001 — 2003
Economics
Templeton 1990 — 1995
Highschool Diploma, Life
David J. McDowell ஃஃ David J. McDowell ஃஃ's Sun Life Financial Experience December 1998 - November 2005
Job Assistant Grand Lecturer at First Kings Masonic District
Industry Financial Services
Experience
First Kings Masonic District May 2014 - Present
Grand Lodge of the State of New York Free and Accepted Masons May 1985 - Present
David J. McDowell & Associates November 2005 - Present
Grand Lodge of Free and Accepted Masons of the State of New York May 2012 - May 2014
Grand Lodge of Free and Accepted Masons of New York May 2010 - May 2012
Sun Life Financial December 1998 - November 2005
Prudential Financial November 1981 - August 1998
Skills
Segregated Funds, Estate Planning, Strategic Financial..., Investments, Insurance, Community Outreach, Health Insurance, Wealth, Financial Planners, Change Management, Event Planning, Risk Management, Employee Benefits, Financial Advisory, Investment Strategies, Mortgage Lending, Coaching, Management, Asset Allocation, Business Strategy, Teaching Adults, Sales&Marketing, Non-profits, Fishing, Enjoy New Challenges, Licensed Property &..., Series 6, Series 63, Love to Learn, Ski, Nonprofits, Leadership, Universal Life, Mergers & Acquisitions, IRAs, Training, Whole Life, Securities, Small Business, Financial Services, Sales Management, Investment Advisory, Banking, Analysis, Fundraising, Sales, 401k, Underwriting, Executive Management, Finance
Education
Stony Brook University 1978 — 1981
BS, Marine Biology
Kingsborough Community College 1976 — 1978
AS, Marine Biology
First Kings Masonic District May 2014 - Present
Grand Lodge of the State of New York Free and Accepted Masons May 1985 - Present
David J. McDowell & Associates November 2005 - Present
Grand Lodge of Free and Accepted Masons of the State of New York May 2012 - May 2014
Grand Lodge of Free and Accepted Masons of New York May 2010 - May 2012
Sun Life Financial December 1998 - November 2005
Prudential Financial November 1981 - August 1998
Skills
Segregated Funds, Estate Planning, Strategic Financial..., Investments, Insurance, Community Outreach, Health Insurance, Wealth, Financial Planners, Change Management, Event Planning, Risk Management, Employee Benefits, Financial Advisory, Investment Strategies, Mortgage Lending, Coaching, Management, Asset Allocation, Business Strategy, Teaching Adults, Sales&Marketing, Non-profits, Fishing, Enjoy New Challenges, Licensed Property &..., Series 6, Series 63, Love to Learn, Ski, Nonprofits, Leadership, Universal Life, Mergers & Acquisitions, IRAs, Training, Whole Life, Securities, Small Business, Financial Services, Sales Management, Investment Advisory, Banking, Analysis, Fundraising, Sales, 401k, Underwriting, Executive Management, Finance
Education
Stony Brook University 1978 — 1981
BS, Marine Biology
Kingsborough Community College 1976 — 1978
AS, Marine Biology
Anne Mackenzie Anne Mackenzie's Sun Life Financial Experience January 2002 - May 2002
Job Network Overlordess
Industry Information Technology and Services
Experience
OSL Marketing January 2003 - August 2012
Sun Life Financial January 2002 - May 2002
Skills
System Administration, Troubleshooting, Firewalls, Servers, Network Administration, Microsoft Exchange, Sonicwall, Active Directory, VPN, Dell Computers, Windows Server, IT Operations, IT Management, Group Policy, Technical Support, Software Documentation, Mobile Devices, IIS, DHCP, DNS, TCP/IP, Switches, Hardware, Network Design, 3Com Switches, Printers, Blackberry, Management, Server Administration, Windows, VMware, Virtualization, Cisco Technologies, WAN, OS X, Cloud Computing, Storage, Mac, Wireless, Cloud Applications, Help Desk Support, Information Technology
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Computer Systems Technology
Kwantlen University College 1999 — 2000
Networking & Computer Science
OSL Marketing January 2003 - August 2012
Sun Life Financial January 2002 - May 2002
Skills
System Administration, Troubleshooting, Firewalls, Servers, Network Administration, Microsoft Exchange, Sonicwall, Active Directory, VPN, Dell Computers, Windows Server, IT Operations, IT Management, Group Policy, Technical Support, Software Documentation, Mobile Devices, IIS, DHCP, DNS, TCP/IP, Switches, Hardware, Network Design, 3Com Switches, Printers, Blackberry, Management, Server Administration, Windows, VMware, Virtualization, Cisco Technologies, WAN, OS X, Cloud Computing, Storage, Mac, Wireless, Cloud Applications, Help Desk Support, Information Technology
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Computer Systems Technology
Kwantlen University College 1999 — 2000
Networking & Computer Science
Lauranne Kline Lauranne Kline's Sun Life Financial Experience May 2008 - August 2008
Job Media Consultant at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal July 2015 - Present
UM Worldwide April 2015 - Present
UM WW December 2013 - April 2015
Vizeum April 2012 - November 2013
Laser Cosmetica June 2010 - April 2012
Pitney Bowes June 2009 - September 2009
Sun Life Financial May 2008 - August 2008
Cartus May 2007 - August 2007
Skills
Event Planning, Advertising, Social Media, Marketing Strategy, Photoshop, Excel
Education
Lehigh University - College of Business and Economics 2006 — 2010
Danbury High School
L'Oréal July 2015 - Present
UM Worldwide April 2015 - Present
UM WW December 2013 - April 2015
Vizeum April 2012 - November 2013
Laser Cosmetica June 2010 - April 2012
Pitney Bowes June 2009 - September 2009
Sun Life Financial May 2008 - August 2008
Cartus May 2007 - August 2007
Skills
Event Planning, Advertising, Social Media, Marketing Strategy, Photoshop, Excel
Education
Lehigh University - College of Business and Economics 2006 — 2010
Danbury High School
Don Knobloch Don Knobloch's Sun Life Financial Experience July 2010 - March 2012
Job Orange Distributors representing VOYA Financial
Industry Financial Services
Experience
Voya Financial December 2014 - Present
Principal Financial Group September 2012 - November 2014
Sun Life Financial July 2010 - March 2012
Horizon Investments, LLC/Asset Source, Inc. March 2010 - July 2010
Planco Financial Services October 2000 - July 2009
J. C. Bradford & Co. January 2000 - August 2000
Skills
Retirement Income..., Supplemental Retirement..., Wealth Accumulation, Mutual Funds, Asset Allocation, IRAs, Estate Planning, Deferred Compensation..., Salary Continuation, Survivor Income, FINRA Series 6, 63, &...
Education
Louisiana State University 1974 — 1975
MBA
The University of Southern Mississippi 1969 — 1973
BS, Data Processing
Dale Carnegie Sales course
St Joseph HS
Voya Financial December 2014 - Present
Principal Financial Group September 2012 - November 2014
Sun Life Financial July 2010 - March 2012
Horizon Investments, LLC/Asset Source, Inc. March 2010 - July 2010
Planco Financial Services October 2000 - July 2009
J. C. Bradford & Co. January 2000 - August 2000
Skills
Retirement Income..., Supplemental Retirement..., Wealth Accumulation, Mutual Funds, Asset Allocation, IRAs, Estate Planning, Deferred Compensation..., Salary Continuation, Survivor Income, FINRA Series 6, 63, &...
Education
Louisiana State University 1974 — 1975
MBA
The University of Southern Mississippi 1969 — 1973
BS, Data Processing
Dale Carnegie Sales course
St Joseph HS
Goody Aul Goody Aul's Sun Life Financial Experience August 2006 - Present
Job Insurance Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2006 - Present
Sun Life Financial August 2006 - Present
CBV Collection Services Ltd June 2005 - July 2006
Education
Loyalist College 1970 — 1972
General Accounting Procedures, Accounting
Our Lady Of Loudes- Singapore 1964 — 1968
Grd 12, Arts & Business
Sun Life Financial August 2006 - Present
Sun Life Financial August 2006 - Present
CBV Collection Services Ltd June 2005 - July 2006
Education
Loyalist College 1970 — 1972
General Accounting Procedures, Accounting
Our Lady Of Loudes- Singapore 1964 — 1968
Grd 12, Arts & Business
Kirsty Pilgrim's Sun Life Financial Experience May 2005 - November 2006
Job Wellness Coordinator at AGC Professional Resources Ltd.
Industry Consumer Services
Experience
AGC Professional Resources Ltd. July 2013 - Present
Casa da Pilgrim June 2010 - Present
NPC Integrity Energy Services LP April 2011 - October 2011
Alberta Motor Association January 2007 - June 2010
Sun Life Financial May 2005 - November 2006
Sun Life Financial January 2002 - April 2005
Workers Compensation Board of Alberta November 1999 - January 2002
Workers Compensation Board of Alberta September 1997 - November 1999
Skills
Employee Benefits, Job Descriptions, Performance Management, Recruiting, Employee Relations, Onboarding, Deferred Compensation, Human Resources, Management
Education
Grant Macewan College 2004 — 2006
Diploma, Human Resources Management
AGC Professional Resources Ltd. July 2013 - Present
Casa da Pilgrim June 2010 - Present
NPC Integrity Energy Services LP April 2011 - October 2011
Alberta Motor Association January 2007 - June 2010
Sun Life Financial May 2005 - November 2006
Sun Life Financial January 2002 - April 2005
Workers Compensation Board of Alberta November 1999 - January 2002
Workers Compensation Board of Alberta September 1997 - November 1999
Skills
Employee Benefits, Job Descriptions, Performance Management, Recruiting, Employee Relations, Onboarding, Deferred Compensation, Human Resources, Management
Education
Grant Macewan College 2004 — 2006
Diploma, Human Resources Management
Phil Armstrong Phil Armstrong's Sun Life Financial Experience June 2010 - Present
Job SVP, Global Application Services & Chief Digital Technology Officer Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2010 - Present
Symcor March 2008 - June 2010
Manulife Financial 1999 - 2007
PwC Consulting 1995 - 1999
AGF Mutual Funds and 20/20 Funds 1991 - 1995
Various 1979 - 1991
Skills
Global IT Executive, Outsourcing, Financial Services, Capital Markets, Offshoring, CIO, Insurance, Wealth Management, Strategy, SDLC, IT Strategy, Mergers, Mutual Funds, Securities, Mobile Devices, Business Analysis, Business Development, Business Process..., Business Strategy, CRM, Change Management, Consulting, Data Center, Enterprise Architecture, Information Technology, Integration, Investments, Leadership, MS Project, Management, Management Consulting, Offshore Outsourcing, PMO, Portfolio Management, Process Improvement, Project Portfolio..., Requirements Gathering, Risk Management, Software Development, Vendor Management
Education
Rotman School of Business - U of T 2007 — 2007
Officer Training Program, Officer Training and responsibilities
Canadian Securities Administrators 2001 — 2001
Canadian Securities Course (CSC), Securities and the Market
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1991 — 1997
BAS, Bachelor of Administrative Studies - Business Administration Degree
Leeds City College 1981 — 1985
B/Tec, Production Engineering
Sun Life Financial June 2010 - Present
Symcor March 2008 - June 2010
Manulife Financial 1999 - 2007
PwC Consulting 1995 - 1999
AGF Mutual Funds and 20/20 Funds 1991 - 1995
Various 1979 - 1991
Skills
Global IT Executive, Outsourcing, Financial Services, Capital Markets, Offshoring, CIO, Insurance, Wealth Management, Strategy, SDLC, IT Strategy, Mergers, Mutual Funds, Securities, Mobile Devices, Business Analysis, Business Development, Business Process..., Business Strategy, CRM, Change Management, Consulting, Data Center, Enterprise Architecture, Information Technology, Integration, Investments, Leadership, MS Project, Management, Management Consulting, Offshore Outsourcing, PMO, Portfolio Management, Process Improvement, Project Portfolio..., Requirements Gathering, Risk Management, Software Development, Vendor Management
Education
Rotman School of Business - U of T 2007 — 2007
Officer Training Program, Officer Training and responsibilities
Canadian Securities Administrators 2001 — 2001
Canadian Securities Course (CSC), Securities and the Market
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1991 — 1997
BAS, Bachelor of Administrative Studies - Business Administration Degree
Leeds City College 1981 — 1985
B/Tec, Production Engineering
Salim Zein CPA MBA Salim Zein CPA MBA's Sun Life Financial Experience May 2010 - December 2010
Job
Industry Consumer Services
Experience
Trench Group May 2012 - Present
ISA International February 2011 - May 2012
Sun Life Financial May 2010 - December 2010
UTC Fire & Security Company May 2008 - March 2010
HCI April 2007 - April 2008
Osram Sylvania LTD May 2002 - April 2007
Automated Papers Inc April 2000 - December 2001
Ballin Inc September 1998 - March 2000
Janus Textiles Inc June 1995 - August 1998
Skills
Forecasting, Cost Analysis, Cash Management, Budgeting, Process Improvement, Excel, Strategic Planning, Continuous Improvement, Microsoft Excel, Cost Benefit, Budgets, Financial Reporting, Managerial Finance, Auditing, Analysis, Business Process..., Strategic Financial..., Business Strategy, Strategy, Accounting, Management, Financial Analysis
Education
University of Toronto - Rotman School of Management 2007 — 2008
E.M.B.A
Certified Public Accountant
CPA
McGill University
Diploma
Lebanese American University 1985 — 1991
B.S
Trench Group May 2012 - Present
ISA International February 2011 - May 2012
Sun Life Financial May 2010 - December 2010
UTC Fire & Security Company May 2008 - March 2010
HCI April 2007 - April 2008
Osram Sylvania LTD May 2002 - April 2007
Automated Papers Inc April 2000 - December 2001
Ballin Inc September 1998 - March 2000
Janus Textiles Inc June 1995 - August 1998
Skills
Forecasting, Cost Analysis, Cash Management, Budgeting, Process Improvement, Excel, Strategic Planning, Continuous Improvement, Microsoft Excel, Cost Benefit, Budgets, Financial Reporting, Managerial Finance, Auditing, Analysis, Business Process..., Strategic Financial..., Business Strategy, Strategy, Accounting, Management, Financial Analysis
Education
University of Toronto - Rotman School of Management 2007 — 2008
E.M.B.A
Certified Public Accountant
CPA
McGill University
Diploma
Lebanese American University 1985 — 1991
B.S
Fiona Zhao-Mackey Fiona Zhao-Mackey's Sun Life Financial Experience June 2015 - Present
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Equitable Life April 2014 - May 2015
Oliver's Learning August 2006 - April 2014
Oliver's Learning July 2005 - August 2006
Capital Networks December 2002 - February 2004
Capital Networks July 2000 - June 2002
Skills
Personal Financial..., Life Insurance, Marketing Strategy, Business Development, Project Management, Six Sigma, Public Relations, Presentation Design, Sales Presentations, Training & Development, National Account..., Financial Planning, Retirement Planning, Financial Services, Disability Insurance, Financial Advisory, Management, Mutual Funds, Insurance, Investments, Leadership, Wealth Management
Education
Laurentian University/Université Laurentienne 2004 — 2005
Diploma, Business Administration and Management, General
Peking University 1998 — 2000
Finance Degree, Finance, General
Sun Life Financial June 2015 - Present
Equitable Life April 2014 - May 2015
Oliver's Learning August 2006 - April 2014
Oliver's Learning July 2005 - August 2006
Capital Networks December 2002 - February 2004
Capital Networks July 2000 - June 2002
Skills
Personal Financial..., Life Insurance, Marketing Strategy, Business Development, Project Management, Six Sigma, Public Relations, Presentation Design, Sales Presentations, Training & Development, National Account..., Financial Planning, Retirement Planning, Financial Services, Disability Insurance, Financial Advisory, Management, Mutual Funds, Insurance, Investments, Leadership, Wealth Management
Education
Laurentian University/Université Laurentienne 2004 — 2005
Diploma, Business Administration and Management, General
Peking University 1998 — 2000
Finance Degree, Finance, General
Susan Everhart, ALHC Susan Everhart, ALHC's Sun Life Financial Experience October 2014 - Present
Job Appeals, Senior Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial December 2007 - October 2014
Prudential Financial May 2006 - December 2007
Disability Management Services, Inc. August 1999 - April 2006
Skills
Claim, Disability Insurance, Employee Benefits, Health Insurance, Risk Management, Process Improvement
Education
Kenyon College
Sun Life Financial October 2014 - Present
Sun Life Financial December 2007 - October 2014
Prudential Financial May 2006 - December 2007
Disability Management Services, Inc. August 1999 - April 2006
Skills
Claim, Disability Insurance, Employee Benefits, Health Insurance, Risk Management, Process Improvement
Education
Kenyon College
Steve Boerner's Sun Life Financial Experience July 2009 - September 2013
Job President of Hatch House Ventures; A MultiCity LiveWork Startup Incubator
Industry Management Consulting
Experience
Hatch House Ventures November 2014 - Present
Gen-Y Consultants February 2015 - Present
University of Delaware February 2015 - Present
MapDecisions, LLC October 2014 - January 2015
Sun Life Financial July 2009 - September 2013
Skills
Selling, Sales, Marketing, Sales Operations, Entrepreneurship, Social Media, New Business Development, Start-ups, Business Strategy, Marketing Strategy, Linkedin Marketing, Strategic Planning
Education
Lehigh University 2014 — 2015
Master's of Engineering, Technical Entrepreneurship
University of Delaware 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Leadership
Hatch House Ventures November 2014 - Present
Gen-Y Consultants February 2015 - Present
University of Delaware February 2015 - Present
MapDecisions, LLC October 2014 - January 2015
Sun Life Financial July 2009 - September 2013
Skills
Selling, Sales, Marketing, Sales Operations, Entrepreneurship, Social Media, New Business Development, Start-ups, Business Strategy, Marketing Strategy, Linkedin Marketing, Strategic Planning
Education
Lehigh University 2014 — 2015
Master's of Engineering, Technical Entrepreneurship
University of Delaware 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Leadership
Barry Nolan Barry Nolan's Sun Life Financial Experience 2012 - February 2013
Job General Manager
Industry Restaurants
Experience
Tapped Restaurant Group October 2014 - Present
Tapped Restaurant Group Shannonview Inn February 2013 - Present
Sun Life Financial 2012 - February 2013
Guardian Life Insurance October 2008 - November 2011
Gentry Partners, Ltd. 2005 - 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2005
UnitedHealthcare 1998 - 2000
Liberty National Life Insurance Company 1997 - 1998
United States Marine Corps 1990 - 1994
Skills
Insurance, Case Management, Project Implementation, Life Insurance, Case Managment, Training, Retirement Planning, Retirement, Program Management, Process Improvement, Marketing, Management, Leadership, Deferred Compensation, Business Planning, Employee Benefits
Education
Lesley University 2003 — 2006
B.S., Management
University of Houston 1995 — 1997
Northeastern University 1989 — 1990
1 year, Business
Catholic Memorial 1986 — 1989
HS Diploma
Tapped Restaurant Group October 2014 - Present
Tapped Restaurant Group Shannonview Inn February 2013 - Present
Sun Life Financial 2012 - February 2013
Guardian Life Insurance October 2008 - November 2011
Gentry Partners, Ltd. 2005 - 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2005
UnitedHealthcare 1998 - 2000
Liberty National Life Insurance Company 1997 - 1998
United States Marine Corps 1990 - 1994
Skills
Insurance, Case Management, Project Implementation, Life Insurance, Case Managment, Training, Retirement Planning, Retirement, Program Management, Process Improvement, Marketing, Management, Leadership, Deferred Compensation, Business Planning, Employee Benefits
Education
Lesley University 2003 — 2006
B.S., Management
University of Houston 1995 — 1997
Northeastern University 1989 — 1990
1 year, Business
Catholic Memorial 1986 — 1989
HS Diploma
Robert Crapulli Robert Crapulli's Sun Life Financial Experience May 2006 - October 2006
Job Sr. Database Operations Support Analyst
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
CIBER March 2009 - May 2010
Fidelity Investments August 2008 - February 2009
Fidelity Investments October 2006 - August 2008
Sun Life Financial May 2006 - October 2006
Sun Life Financial May 2005 - May 2006
LOMA 2004 - 2006
Sun Life Financial April 2004 - May 2005
Sun Life Financial April 2001 - April 2004
Daticon March 2000 - April 2001
Skills
Quality Center, Test Planning, Testing, Databases, User Acceptance Testing, Oracle, Test Automation, Microsoft SQL Server, Software Documentation, QTP, Regression Testing, Access, Test Cases
Education
University of Massachusetts Lowell 1998 — 1998
Lyndon State College 1990 — 1994
BS, Meteorology
Fidelity Investments May 2010 - Present
CIBER March 2009 - May 2010
Fidelity Investments August 2008 - February 2009
Fidelity Investments October 2006 - August 2008
Sun Life Financial May 2006 - October 2006
Sun Life Financial May 2005 - May 2006
LOMA 2004 - 2006
Sun Life Financial April 2004 - May 2005
Sun Life Financial April 2001 - April 2004
Daticon March 2000 - April 2001
Skills
Quality Center, Test Planning, Testing, Databases, User Acceptance Testing, Oracle, Test Automation, Microsoft SQL Server, Software Documentation, QTP, Regression Testing, Access, Test Cases
Education
University of Massachusetts Lowell 1998 — 1998
Lyndon State College 1990 — 1994
BS, Meteorology
Jeremy Brown, GBA Jeremy Brown, GBA's Sun Life Financial Experience March 2002 - July 2006
Job Business Development Manager, at GroupHEALTH Benefit Solutions
Industry Insurance
Experience
GroupHEALTH Benefit Solutions July 2006 - Present
Sun Life Financial March 2002 - July 2006
Great-West Life June 2000 - March 2002
The Out For A Buck Players 1995 - 2001
Skills
Underwriting, Public Speaking, Financial Services, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Coaching, Critical Illness, Customer Service, Life Insurance, Process Improvement, Sales Management, Long-term Care, Account Management, Benefits Administration, Small Business, Business Strategy, Brokers, Team Leadership, Management, Accident, New Business Development, Sales
Education
Kwantlen Polytechnic University 2003 — 2005
Business Management
University of the Fraser Valley 1996 — 2000
Performing Arts
Langley Fine Arts School 1991 — 1995
Performing Arts
GroupHEALTH Benefit Solutions July 2006 - Present
Sun Life Financial March 2002 - July 2006
Great-West Life June 2000 - March 2002
The Out For A Buck Players 1995 - 2001
Skills
Underwriting, Public Speaking, Financial Services, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Coaching, Critical Illness, Customer Service, Life Insurance, Process Improvement, Sales Management, Long-term Care, Account Management, Benefits Administration, Small Business, Business Strategy, Brokers, Team Leadership, Management, Accident, New Business Development, Sales
Education
Kwantlen Polytechnic University 2003 — 2005
Business Management
University of the Fraser Valley 1996 — 2000
Performing Arts
Langley Fine Arts School 1991 — 1995
Performing Arts
Kate Lam's Sun Life Financial Experience April 2015 - Present
Job
Industry Insurance
Experience
Sun Life Financial April 2015 - Present
Skills
Databases, Database Marketing, Microsoft SQL Server, Crystal Reports, Analytics, Data Analysis, Direct Marketing, SQL, Email Marketing, T-SQL, FoxPro, Data Manipulation, Data Management, ETL, Fundraising Database, Integrated Marketing, Database Admin, Marketing, SDLC, Digital Marketing, Marketing Communications, CRM, Database Design, Management, Project Management, HTML, ASP.NET, Visual InterDev .NET, Data Validation, Merge/purge, Data Migration, Data Mining, Mainframe COBOL
Education
Seneca College of Applied Arts and Technology 1996 — 1998
Computer Programming
Lakehead University 1993 — 1996
Master's degree
Sun Life Financial April 2015 - Present
Skills
Databases, Database Marketing, Microsoft SQL Server, Crystal Reports, Analytics, Data Analysis, Direct Marketing, SQL, Email Marketing, T-SQL, FoxPro, Data Manipulation, Data Management, ETL, Fundraising Database, Integrated Marketing, Database Admin, Marketing, SDLC, Digital Marketing, Marketing Communications, CRM, Database Design, Management, Project Management, HTML, ASP.NET, Visual InterDev .NET, Data Validation, Merge/purge, Data Migration, Data Mining, Mainframe COBOL
Education
Seneca College of Applied Arts and Technology 1996 — 1998
Computer Programming
Lakehead University 1993 — 1996
Master's degree
Alejandro Callejas Alejandro Callejas's Sun Life Financial Experience June 2013 - Present
Job Small Business Coordinator at Sun Life Financial
Industry Hospital & Health Care
Experience
Sun Life Financial June 2013 - Present
Commonwealth Care Alliance February 2008 - June 2013
Skills
Healthcare, Healthcare Management, Healthcare Information..., Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, EMR, Customer Service, Medical Terminology, Public Speaking, Process Improvement, Leadership, Microsoft Word, Nonprofits, Access, Software Documentation, Community Outreach, Outlook, Training, Program Development, Time Management, Research, Analysis
Education
American Red Cross
CNA/HHA
Le Cordon Bleu College of Culinary Arts-Cambridge
Pastry chef
Sun Life Financial June 2013 - Present
Commonwealth Care Alliance February 2008 - June 2013
Skills
Healthcare, Healthcare Management, Healthcare Information..., Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, EMR, Customer Service, Medical Terminology, Public Speaking, Process Improvement, Leadership, Microsoft Word, Nonprofits, Access, Software Documentation, Community Outreach, Outlook, Training, Program Development, Time Management, Research, Analysis
Education
American Red Cross
CNA/HHA
Le Cordon Bleu College of Culinary Arts-Cambridge
Pastry chef
Stephen Forget Stephen Forget's Sun Life Financial Experience March 2013 - Present
Job Claims examiner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2013 - Present
Education
Lincoln Technical Institute-Lincoln 2008 — 2010
Associate's degree, Computer Systems Networking and Telecommunications
Sun Life Financial March 2013 - Present
Education
Lincoln Technical Institute-Lincoln 2008 — 2010
Associate's degree, Computer Systems Networking and Telecommunications
Laura Fragasso's Sun Life Financial Experience 1997 - 2001
Job Facilitative Consulting/Advocate/Instructor/Artist
Industry Program Development
Experience
Self-employed 2001 - Present
Sun Life Financial 1997 - 2001
Skills
Art, Mixed Media, Painting, Art Education, Disability Insurance, Contemporary Art, Art History, Visual Arts, Underwriting, Life Insurance, Watercolor, Acrylic, Claims Management, Group Insurance, Product Development, Product Management, Drawing, Sculpture, Printmaking, Galleries, Curating, Studio Art, Sales & Marketing..., Customer Retention, Stop Loss, Child Life, Conservation Issues, Working With Children, Environmental Awareness, Facilitation, Water Resources, Organizational...
Education
Lesley University
BA, Art & Psychology
Self-employed 2001 - Present
Sun Life Financial 1997 - 2001
Skills
Art, Mixed Media, Painting, Art Education, Disability Insurance, Contemporary Art, Art History, Visual Arts, Underwriting, Life Insurance, Watercolor, Acrylic, Claims Management, Group Insurance, Product Development, Product Management, Drawing, Sculpture, Printmaking, Galleries, Curating, Studio Art, Sales & Marketing..., Customer Retention, Stop Loss, Child Life, Conservation Issues, Working With Children, Environmental Awareness, Facilitation, Water Resources, Organizational...
Education
Lesley University
BA, Art & Psychology
Sue Wu, PMP Sue Wu, PMP's Sun Life Financial Experience May 2014 - October 2014
Job Project Manager at Bell Canada
Industry Information Technology and Services
Experience
Bell October 2014 - Present
Sun Life Financial May 2014 - October 2014
Bell March 2014 - April 2014
ExxonMobil January 2009 - July 2013
ExxonMobil June 2005 - January 2009
Imperial Oil May 2002 - June 2005
Imperial Oil January 2000 - May 2002
Ipsos ASI February 1999 - December 1999
Skills
MS Project, Project Management, Business Analysis, Business Process, Project Portfolio..., PMP, Project Delivery, PMO, Business Process..., Project Planning, Information Management, SharePoint, Change Management, System Implementations, Information Technology, IT Management, SDLC, Microsoft Project
Education
Lancaster University
MSc., Information Management
University of Central Lancashire
BSc. (Honours), Electronics, 1st Class
Bell October 2014 - Present
Sun Life Financial May 2014 - October 2014
Bell March 2014 - April 2014
ExxonMobil January 2009 - July 2013
ExxonMobil June 2005 - January 2009
Imperial Oil May 2002 - June 2005
Imperial Oil January 2000 - May 2002
Ipsos ASI February 1999 - December 1999
Skills
MS Project, Project Management, Business Analysis, Business Process, Project Portfolio..., PMP, Project Delivery, PMO, Business Process..., Project Planning, Information Management, SharePoint, Change Management, System Implementations, Information Technology, IT Management, SDLC, Microsoft Project
Education
Lancaster University
MSc., Information Management
University of Central Lancashire
BSc. (Honours), Electronics, 1st Class
Jackie Carolan Jackie Carolan's Sun Life Financial Experience 1989 - 2000
Job
Industry Research
Experience
PAREXEL April 2014 - Present
PAREXEL August 2008 - April 2014
Hometown Forecast Services September 2001 - April 2014
Sadler Insurance Agency January 2003 - May 2005
Fidelity Investments August 2000 - December 2002
Sun Life Financial 1989 - 2000
Skills
Project Management, Human Resources, Employee Benefits, Cross-functional Team..., Operations Management, CRO, Benefits Administration, Business Process..., Process Improvement, Training, Business Continuity..., Project Planning, Business Process Design, Onboarding, Emergency Management, Office Administration, IT Project..., Benefits Design, Health Insurance, Vendor Management, Recruiting, Insurance, Coaching, Management, Program Management, Employee Training, SOP development
Education
Lyndon State College 1984 — 1989
Bachelor of Science
Lyndon State College 1984 — 1989
St. Johnsbury Academy 1980 — 1984
PAREXEL April 2014 - Present
PAREXEL August 2008 - April 2014
Hometown Forecast Services September 2001 - April 2014
Sadler Insurance Agency January 2003 - May 2005
Fidelity Investments August 2000 - December 2002
Sun Life Financial 1989 - 2000
Skills
Project Management, Human Resources, Employee Benefits, Cross-functional Team..., Operations Management, CRO, Benefits Administration, Business Process..., Process Improvement, Training, Business Continuity..., Project Planning, Business Process Design, Onboarding, Emergency Management, Office Administration, IT Project..., Benefits Design, Health Insurance, Vendor Management, Recruiting, Insurance, Coaching, Management, Program Management, Employee Training, SOP development
Education
Lyndon State College 1984 — 1989
Bachelor of Science
Lyndon State College 1984 — 1989
St. Johnsbury Academy 1980 — 1984
Lila Tomasic-Radakovic Lila Tomasic-Radakovic's Sun Life Financial Experience 2006 - 2011
Job Manager, Build and Release Management at Loyalty One
Industry Information Technology and Services
Experience
Loyalty One May 2011 - June 2014
Sun Life Financial 2006 - 2011
CIBC Mellon 2004 - 2006
Canada Life 2002 - 2003
Amdocs 2000 - 2002
Architel 1998 - 2000
Skills
Release Management, SDLC, Requirements Analysis, Systems Analysis, Technical Writing, Technical Support, Mainframe, Project Planning, Workshop Facilitation, Cost Benefit, Technical Training, Executive Management, Configuration Management, ITIL, Integration, Disaster Recovery, Software Project..., Databases, Requirements Gathering, SharePoint, IT Service Management, Solaris, IT Operations, Visio, Enterprise Architecture, Analysis, Unix Shell Scripting, System Deployment, AIX, Software Development, Business Analysis
Education
Loyalist College
Certificate, ITIL Practitioner Configuration, Change and Release
Arizona State University, College of Engineering and Applied Sciences and Institute of Configuration
Certificate, Release, Change and Configuration management
CDI College of Business &Technology 1996 — 1998
Diploma, Computer Programming and System Analysis
University of Belgrade
Master Degree, Information Sciences
University of Belgrade
Bachelor of Arts, Philology
Loyalty One May 2011 - June 2014
Sun Life Financial 2006 - 2011
CIBC Mellon 2004 - 2006
Canada Life 2002 - 2003
Amdocs 2000 - 2002
Architel 1998 - 2000
Skills
Release Management, SDLC, Requirements Analysis, Systems Analysis, Technical Writing, Technical Support, Mainframe, Project Planning, Workshop Facilitation, Cost Benefit, Technical Training, Executive Management, Configuration Management, ITIL, Integration, Disaster Recovery, Software Project..., Databases, Requirements Gathering, SharePoint, IT Service Management, Solaris, IT Operations, Visio, Enterprise Architecture, Analysis, Unix Shell Scripting, System Deployment, AIX, Software Development, Business Analysis
Education
Loyalist College
Certificate, ITIL Practitioner Configuration, Change and Release
Arizona State University, College of Engineering and Applied Sciences and Institute of Configuration
Certificate, Release, Change and Configuration management
CDI College of Business &Technology 1996 — 1998
Diploma, Computer Programming and System Analysis
University of Belgrade
Master Degree, Information Sciences
University of Belgrade
Bachelor of Arts, Philology
Sean Burtt's Sun Life Financial Experience February 2014 - Present
Job Director Capital Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
IBM August 2012 - February 2014
AEGON January 2011 - August 2012
AEGON: Transamerica Reinsurance August 2009 - January 2011
AEGON: Transamerica Reinsurance February 2008 - August 2009
AEGON: Transamerica Reinsurance September 2005 - February 2008
Genworth Financial September 2004 - September 2005
Skills
Reinsurance, Actuarial Science, Economic Capital, Solvency II, ALM, Embedded Value, Enterprise Risk..., Insurance, Financial Risk, Risk Management, Capital Management, Life Insurance, Financial Modeling, Quantitative Finance, Investments, Prophet, Finance, Portfolio Management
Education
Liberty University 1996 — 2000
B.S, Mathematics
Sun Life Financial February 2014 - Present
IBM August 2012 - February 2014
AEGON January 2011 - August 2012
AEGON: Transamerica Reinsurance August 2009 - January 2011
AEGON: Transamerica Reinsurance February 2008 - August 2009
AEGON: Transamerica Reinsurance September 2005 - February 2008
Genworth Financial September 2004 - September 2005
Skills
Reinsurance, Actuarial Science, Economic Capital, Solvency II, ALM, Embedded Value, Enterprise Risk..., Insurance, Financial Risk, Risk Management, Capital Management, Life Insurance, Financial Modeling, Quantitative Finance, Investments, Prophet, Finance, Portfolio Management
Education
Liberty University 1996 — 2000
B.S, Mathematics
Peter Guza Peter Guza's Sun Life Financial Experience 2005 - 2006
Job Project Manager at RC Griffin Inc
Industry Construction
Experience
R C Griffin Inc June 2015 - Present
Commodore Builders 2014 - 2015
Knollmeyer Building Corporation 2012 - 2014
AMRI (formerly Hyaluron Contract Manufacturing) 2008 - 2012
Knollmeyer Building Corp. / Greylock Roofing Co. 2006 - 2008
Curves 2003 - 2007
Sun Life Financial 2005 - 2006
Aon Risk Services May 2003 - September 2003
Education
Lehigh University 2003 — 2004
Master of Science
Lehigh University 1999 — 2003
Bachelor of Science
R C Griffin Inc June 2015 - Present
Commodore Builders 2014 - 2015
Knollmeyer Building Corporation 2012 - 2014
AMRI (formerly Hyaluron Contract Manufacturing) 2008 - 2012
Knollmeyer Building Corp. / Greylock Roofing Co. 2006 - 2008
Curves 2003 - 2007
Sun Life Financial 2005 - 2006
Aon Risk Services May 2003 - September 2003
Education
Lehigh University 2003 — 2004
Master of Science
Lehigh University 1999 — 2003
Bachelor of Science
Michael Steinman, FSA, MAAA's Sun Life Financial Experience June 1986 - July 1989
Job Chief Operating Officer, Team Focus Insurance Group and Chief Operating Officer, Capacity Insurance Company
Industry Insurance
Experience
Team Focus Insurance Group, LLC December 2007 - Present
Capacity Insurance Company October 2010 - Present
Assurant Solutions August 1999 - August 2007
Assurant Specialty Property August 1999 - August 2007
American Bankers Insurance Group December 1993 - August 1999
New England Life August 1989 - November 1993
Sun Life Financial June 1986 - July 1989
Skills
Insurance, Reinsurance, Risk Management, Actuarial, New Business Development, Product Development, Product Management, M&A experience, Strategic Planning, Business Strategy, Financial Planning, Financial Analysis, Financial Modeling, Underwriting, Operations, Program Management, Business Valuation, Risk Assessment, Profitability Analysis, Profitability..., Direct Marketing, Warranty, Warranty Administration, Credit Insurance, Strategic Financial..., Actuarial Science, Property & Casualty..., Casualty, Claim, General Insurance, Financial Services, Commercial Insurance, Liability
Education
Lehigh University 1982 — 1986
BS, Accounting, Actuarial Science
Team Focus Insurance Group, LLC December 2007 - Present
Capacity Insurance Company October 2010 - Present
Assurant Solutions August 1999 - August 2007
Assurant Specialty Property August 1999 - August 2007
American Bankers Insurance Group December 1993 - August 1999
New England Life August 1989 - November 1993
Sun Life Financial June 1986 - July 1989
Skills
Insurance, Reinsurance, Risk Management, Actuarial, New Business Development, Product Development, Product Management, M&A experience, Strategic Planning, Business Strategy, Financial Planning, Financial Analysis, Financial Modeling, Underwriting, Operations, Program Management, Business Valuation, Risk Assessment, Profitability Analysis, Profitability..., Direct Marketing, Warranty, Warranty Administration, Credit Insurance, Strategic Financial..., Actuarial Science, Property & Casualty..., Casualty, Claim, General Insurance, Financial Services, Commercial Insurance, Liability
Education
Lehigh University 1982 — 1986
BS, Accounting, Actuarial Science
Anmar Farage Anmar Farage's Sun Life Financial Experience 2011 - 2011
Job Project Manager Consultant
Industry Information Technology and Services
Experience
BOMBARDIER May 2013 - March 2014
J.D. Irving 2011 - 2011
Sun Life Financial 2011 - 2011
BP June 2004 - September 2008
cable and wireless 2001 - 2004
cable and wireless 2000 - 2001
Skills
Windows, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, MS Project, Lotus Notes, Siebel, Livelink, Planview, SharePoint, Clarity, Workbench, PMP, Management
Education
Project Management Institute
Project Management Professional (PMP), Project Management
Siebel University
E-business Essentials, Siebel
Kingston University 1992 — 1995
Systems Engineering with Business
Collège Montmorency
French Course - Francisation, Languages
BOMBARDIER May 2013 - March 2014
J.D. Irving 2011 - 2011
Sun Life Financial 2011 - 2011
BP June 2004 - September 2008
cable and wireless 2001 - 2004
cable and wireless 2000 - 2001
Skills
Windows, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, MS Project, Lotus Notes, Siebel, Livelink, Planview, SharePoint, Clarity, Workbench, PMP, Management
Education
Project Management Institute
Project Management Professional (PMP), Project Management
Siebel University
E-business Essentials, Siebel
Kingston University 1992 — 1995
Systems Engineering with Business
Collège Montmorency
French Course - Francisation, Languages
James McLaren's Sun Life Financial Experience 2006 - July 2010
Job Regional Director, Industrial Alliance, Group Sales and Service, Ontario and Atlantic Canada
Industry Financial Services
Experience
Industrielle Alliance June 2011 - Present
Empire Life June 2010 - June 2011
Sun Life Financial 2006 - July 2010
RBC Insurance October 1999 - April 2006
London life / Great-West Lifeco Inc 1995 - 1999
Skills
Sales, Strategic Thinking, Insurance, Investments, Mutual Funds, Business Development, Recruiting, Financial Analysis, Critical Illness, Employee Benefits, Health Insurance, Underwriting, Benefits Administration, Financial Advisory, Life Insurance, Management, Strategic Planning, Coaching, Performance Management, Group Insurance, Team Building, Disability Insurance, Financial Services, Retirement Planning
Education
Laurentian University/Université Laurentienne 1989 — 1994
Bachelor's degree, European History
Laurentian University/Université Laurentienne 1989 — 1993
BA, History, Economics
Industrielle Alliance June 2011 - Present
Empire Life June 2010 - June 2011
Sun Life Financial 2006 - July 2010
RBC Insurance October 1999 - April 2006
London life / Great-West Lifeco Inc 1995 - 1999
Skills
Sales, Strategic Thinking, Insurance, Investments, Mutual Funds, Business Development, Recruiting, Financial Analysis, Critical Illness, Employee Benefits, Health Insurance, Underwriting, Benefits Administration, Financial Advisory, Life Insurance, Management, Strategic Planning, Coaching, Performance Management, Group Insurance, Team Building, Disability Insurance, Financial Services, Retirement Planning
Education
Laurentian University/Université Laurentienne 1989 — 1994
Bachelor's degree, European History
Laurentian University/Université Laurentienne 1989 — 1993
BA, History, Economics
Frances Burke's Sun Life Financial Experience July 2015 - Present
Job
Industry Human Resources
Experience
Sun Life Financial July 2015 - Present
CIRCOR International, Inc. March 2013 - Present
Skills
Onboarding, Succession Planning, Human Resources, Talent Management, HRIS, Deferred Compensation, Performance Management, Employee Benefits, Workforce Planning
Education
Lesley University
BS, Business Management
Sun Life Financial July 2015 - Present
CIRCOR International, Inc. March 2013 - Present
Skills
Onboarding, Succession Planning, Human Resources, Talent Management, HRIS, Deferred Compensation, Performance Management, Employee Benefits, Workforce Planning
Education
Lesley University
BS, Business Management
Elias Khamissi's Sun Life Financial Experience October 2011 - Present
Job Director, IT Architecture at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial January 1999 - October 2011
Sun Life Financial March 1994 - December 1998
Confederation Life August 1990 - February 1994
New York Life Insurance Co. June 1988 - August 1990
New York Life Insurance Co. October 1986 - June 1988
Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle
Education
York University 1990 — 1991
Business Administration - Graduate Studies
Lebanese American University 1981 — 1985
B.Sc., Computer Science
Sun Life Financial October 2011 - Present
Sun Life Financial January 1999 - October 2011
Sun Life Financial March 1994 - December 1998
Confederation Life August 1990 - February 1994
New York Life Insurance Co. June 1988 - August 1990
New York Life Insurance Co. October 1986 - June 1988
Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle
Education
York University 1990 — 1991
Business Administration - Graduate Studies
Lebanese American University 1981 — 1985
B.Sc., Computer Science
Andrew Harrall's Sun Life Financial Experience January 2009 - Present
Job Experienced Distribution Product Manager
Industry Insurance
Experience
Sun Life Financial January 2009 - Present
Sun Life February 2006 - January 2009
Sun Life Financial June 2004 - February 2006
Sun Life Financial November 2002 - June 2004
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Sun Life Financial January 2009 - Present
Sun Life February 2006 - January 2009
Sun Life Financial June 2004 - February 2006
Sun Life Financial November 2002 - June 2004
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Mark C Jewell's Sun Life Financial Experience 2008 - 2010
Job Managing Partner at 5Jewell Holdings LLC
Industry Management Consulting
Experience
5Jewell Holdings LLC 2013 - Present
Hathaway Sycamores 2009 - Present
Tribe Lacrosse September 2010 - June 2015
Sullivan Curtis Monroe 2010 - January 2013
Enterprise Rent A Car 2008 - 2012
Sun Life Financial 2008 - 2010
Enterprise Rent A Car 1992 - 2008
Enterprise rent a car 2002 - 2004
Skills
Strategic Planning, Competitive Analysis, Customer Service, New Business Development, Sales, Product Development, Product Marketing, Experienced Sales..., Executive Management, Relationship Management, Employee Benefits, Employee Engagement, Employee Wellness, Employee Handbooks, Board of Director..., Board Development, Board Governance, Advisory Boards, Training, Risk Management, Management, Insurance, Coaching, Business Development, Board of Directors, Program Management, Leadership, Strategy, Business Planning, Management Consulting, Marketing, Negotiation
Education
Loyola Marymount University 1988 — 1992
Business, Management
Menlo College 1987 — 1988
Business
St Francis H.S. 1983 — 1987
High School Diploma
5Jewell Holdings LLC 2013 - Present
Hathaway Sycamores 2009 - Present
Tribe Lacrosse September 2010 - June 2015
Sullivan Curtis Monroe 2010 - January 2013
Enterprise Rent A Car 2008 - 2012
Sun Life Financial 2008 - 2010
Enterprise Rent A Car 1992 - 2008
Enterprise rent a car 2002 - 2004
Skills
Strategic Planning, Competitive Analysis, Customer Service, New Business Development, Sales, Product Development, Product Marketing, Experienced Sales..., Executive Management, Relationship Management, Employee Benefits, Employee Engagement, Employee Wellness, Employee Handbooks, Board of Director..., Board Development, Board Governance, Advisory Boards, Training, Risk Management, Management, Insurance, Coaching, Business Development, Board of Directors, Program Management, Leadership, Strategy, Business Planning, Management Consulting, Marketing, Negotiation
Education
Loyola Marymount University 1988 — 1992
Business, Management
Menlo College 1987 — 1988
Business
St Francis H.S. 1983 — 1987
High School Diploma
Amanda Flaherty's Sun Life Financial Experience April 2002 - August 2004
Job
Industry Sports
Experience
Kraft Sports Group July 2012 - Present
Kraft Sports Group August 2006 - July 2012
Kraft Sports Group August 2004 - August 2006
Sun Life Financial April 2002 - August 2004
Arthur Andersen 1999 - 2001
Louisiana Tech University August 1996 - November 1999
Skills
Marketing, Social Media Marketing, Social Media, Sales, Social Networking, Account Management, Management, Customer Service, Project Management, Contract Management, Sponsorship Activation, Cross-functional Team..., Sponsorship, Budgets, Training, Leadership, Event Planning, Event Management
Education
Louisiana Tech University 1997 — 2001
Bachelor of Science (BS)
Kraft Sports Group July 2012 - Present
Kraft Sports Group August 2006 - July 2012
Kraft Sports Group August 2004 - August 2006
Sun Life Financial April 2002 - August 2004
Arthur Andersen 1999 - 2001
Louisiana Tech University August 1996 - November 1999
Skills
Marketing, Social Media Marketing, Social Media, Sales, Social Networking, Account Management, Management, Customer Service, Project Management, Contract Management, Sponsorship Activation, Cross-functional Team..., Sponsorship, Budgets, Training, Leadership, Event Planning, Event Management
Education
Louisiana Tech University 1997 — 2001
Bachelor of Science (BS)
Andrew Guy, MBA, CFA's Sun Life Financial Experience 1996 - 2002
Job Experienced Investment Management Executive
Industry Investment Management
Experience
Sentry Select Capital Corp. 2014 - 2014
Sentry Investments 2010 - 2014
Sentry Investments 2009 - 2010
Sentry Investments 2006 - 2008
ScotiaMcLeod 2004 - 2006
Wirth Associates Inc. 2003 - 2003
Sun Life Financial 1996 - 2002
Equity Research Associates Inc. 1992 - 1996
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds, Investment Management, Business Strategy, Equity Research, Governance, Fundamental Analysis, Investment Strategies, Business Transformation, Compliance, Strategic Planning, Enterprise Risk..., Risk, Asset Management, Equities, Operational Risk..., Market Risk, Regulatory Compliance, Closed-end Funds, Project Management, Financial Markets, Fixed Income, Securities, Financial Risk, Hedge Funds, Trading, Capital Markets
Education
CFA Institute 1994 — 1996
Chartered Financial Analyst (CFA)
London Business School 1990 — 1992
MBA, International Finance
Université de Bourgogne 1988 — 1989
Certificat d'Etudes de Langue Practique
University of Toronto - University of Trinity College 1983 — 1987
Honours BA, International Relations & Economics
Sentry Select Capital Corp. 2014 - 2014
Sentry Investments 2010 - 2014
Sentry Investments 2009 - 2010
Sentry Investments 2006 - 2008
ScotiaMcLeod 2004 - 2006
Wirth Associates Inc. 2003 - 2003
Sun Life Financial 1996 - 2002
Equity Research Associates Inc. 1992 - 1996
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds, Investment Management, Business Strategy, Equity Research, Governance, Fundamental Analysis, Investment Strategies, Business Transformation, Compliance, Strategic Planning, Enterprise Risk..., Risk, Asset Management, Equities, Operational Risk..., Market Risk, Regulatory Compliance, Closed-end Funds, Project Management, Financial Markets, Fixed Income, Securities, Financial Risk, Hedge Funds, Trading, Capital Markets
Education
CFA Institute 1994 — 1996
Chartered Financial Analyst (CFA)
London Business School 1990 — 1992
MBA, International Finance
Université de Bourgogne 1988 — 1989
Certificat d'Etudes de Langue Practique
University of Toronto - University of Trinity College 1983 — 1987
Honours BA, International Relations & Economics
Jacqueline Carolan's Sun Life Financial Experience 1998 - 2000
Job Director Marketing & Sales/Human Resources at Hometown Forecast Services, Inc.
Industry Broadcast Media
Experience
Hometown Forecast Services, Inc. October 2001 - Present
Sadler Insurance Agency January 2003 - April 2005
Fidelity Investments August 2000 - October 2002
Sun Life Financial 1998 - 2000
Sun Life Financial 1997 - 1998
Sun Life Financial 1995 - 1996
Sun Life Financial 1993 - 1995
Sun Life Financial 1992 - 1993
Sun Life Financial 1990 - 1992
Sun Life Financial 1989 - 1990
Education
Lyndon State College 1984 — 1988
Hometown Forecast Services, Inc. October 2001 - Present
Sadler Insurance Agency January 2003 - April 2005
Fidelity Investments August 2000 - October 2002
Sun Life Financial 1998 - 2000
Sun Life Financial 1997 - 1998
Sun Life Financial 1995 - 1996
Sun Life Financial 1993 - 1995
Sun Life Financial 1992 - 1993
Sun Life Financial 1990 - 1992
Sun Life Financial 1989 - 1990
Education
Lyndon State College 1984 — 1988
Steven Graves's Sun Life Financial Experience December 2008 - July 2010
Job Senior Tax Manager
Industry Accounting
Experience
Acushnet Company August 2014 - Present
Haemonetics July 2010 - August 2014
Sun Life Financial December 2008 - July 2010
Holcim 2003 - 2008
Cognex Corporation 1999 - 2003
Skills
International Tax, Corporate Tax, Accounting, Sarbanes-Oxley Act, Tax, Transfer Pricing, Auditing, Financial Reporting, Income Tax, Internal Controls, Tax Preparation, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Accounting, Strategic Financial..., Tax Law, Financial Modeling, CPA, Tax Accounting, Tax Returns, US Tax, US GAAP
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), business and economics - Accounting
barnstable high
Acushnet Company August 2014 - Present
Haemonetics July 2010 - August 2014
Sun Life Financial December 2008 - July 2010
Holcim 2003 - 2008
Cognex Corporation 1999 - 2003
Skills
International Tax, Corporate Tax, Accounting, Sarbanes-Oxley Act, Tax, Transfer Pricing, Auditing, Financial Reporting, Income Tax, Internal Controls, Tax Preparation, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Accounting, Strategic Financial..., Tax Law, Financial Modeling, CPA, Tax Accounting, Tax Returns, US Tax, US GAAP
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), business and economics - Accounting
barnstable high
Travis Krug's Sun Life Financial Experience June 2006 - March 2007
Job FIeld Energy Consultant at SolarCity
Industry Renewables & Environment
Experience
SolarCity August 2014 - Present
Cedar Risk Management June 2013 - August 2014
Cynergy Insurance Services April 2012 - June 2013
Martin Financial Group March 2007 - April 2012
Sun Life Financial June 2006 - March 2007
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Sales, Health Savings Accounts, Healthcare, Account Management, Recruiting, Risk Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's of Business Administration, Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
SolarCity August 2014 - Present
Cedar Risk Management June 2013 - August 2014
Cynergy Insurance Services April 2012 - June 2013
Martin Financial Group March 2007 - April 2012
Sun Life Financial June 2006 - March 2007
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Sales, Health Savings Accounts, Healthcare, Account Management, Recruiting, Risk Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's of Business Administration, Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Laura Sutherland's Sun Life Financial Experience July 2012 - November 2013
Job Events Specialist at ShopperTrak
Industry Marketing and Advertising
Experience
ShopperTrak December 2014 - Present
Minding Your Business January 2014 - November 2014
Sun Life Financial July 2012 - November 2013
Stitely Entertainment April 2010 - August 2010
Prevent Blindness America January 2009 - July 2009
American Eagle Outfitters April 2008 - July 2008
Bath & Body Works May 2007 - August 2007
Skills
Access, Excel, Word, Facebook, Research, Social Networking, PowerPoint, Microsoft Office, Telephone Skills, Outlook, Time Management, Customer Service, Social Media, Social Media Marketing, Market Research, Writing, Blogging, Fundraising, Marketing Research, Retail, Microsoft Excel
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2011
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2006 — 2010
Bachelor's degree, Marketing
ShopperTrak December 2014 - Present
Minding Your Business January 2014 - November 2014
Sun Life Financial July 2012 - November 2013
Stitely Entertainment April 2010 - August 2010
Prevent Blindness America January 2009 - July 2009
American Eagle Outfitters April 2008 - July 2008
Bath & Body Works May 2007 - August 2007
Skills
Access, Excel, Word, Facebook, Research, Social Networking, PowerPoint, Microsoft Office, Telephone Skills, Outlook, Time Management, Customer Service, Social Media, Social Media Marketing, Market Research, Writing, Blogging, Fundraising, Marketing Research, Retail, Microsoft Excel
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2011
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2006 — 2010
Bachelor's degree, Marketing
Vaish Kumar's Sun Life Financial Experience March 2010 - Present
Job Manager, Financial Controls, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2010 - Present
Sun Life Financial October 2008 - March 2010
Sun Life Financial June 2006 - September 2008
Sun Life Financial July 2002 - June 2006
Skills
Finance, Financial Risk, Internal Controls, Accounting, Financial Analysis, Risk Management, Insurance, Enterprise Risk..., Financial Reporting, Internal Audit
Education
Laurentian University/Université Laurentienne 2008 — 2010
MBA
Certified General Accountants 1996 — 2004
CGA
Adarsh Vidyalaya
University of Madras
BSc, Physics
Sun Life Financial March 2010 - Present
Sun Life Financial October 2008 - March 2010
Sun Life Financial June 2006 - September 2008
Sun Life Financial July 2002 - June 2006
Skills
Finance, Financial Risk, Internal Controls, Accounting, Financial Analysis, Risk Management, Insurance, Enterprise Risk..., Financial Reporting, Internal Audit
Education
Laurentian University/Université Laurentienne 2008 — 2010
MBA
Certified General Accountants 1996 — 2004
CGA
Adarsh Vidyalaya
University of Madras
BSc, Physics
Amir Sheikh, MBA, CPA, CGA, FCCA's Sun Life Financial Experience 2001 - 2005
Job Resultsoriented Finance Leader | Business Consultant
Industry Accounting
Experience
SolarGrid Energy Inc. 2014 - Present
Amir Sheikh, CPA 2014 - Present
Equitable Life 2006 - 2014
Equitable Life 2005 - 2006
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
FMF Metal Fabrication Limited 1995 - 1999
FMF Metal Fabrication Limited 1993 - 1995
Education
Chartered Professional Accountants
CPA, CGA
Laurentian University/Université Laurentienne 2004 — 2008
MBA
Association of Chartered Certified Accountants (ACCA)
Fellow, Chartered Certified Accountant
Wilfrid Laurier University
Advanced Management Certificate
Wilfrid Laurier University
Diploma in Accounting
Certified General Accountants of Ontario
CGA
SolarGrid Energy Inc. 2014 - Present
Amir Sheikh, CPA 2014 - Present
Equitable Life 2006 - 2014
Equitable Life 2005 - 2006
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
FMF Metal Fabrication Limited 1995 - 1999
FMF Metal Fabrication Limited 1993 - 1995
Education
Chartered Professional Accountants
CPA, CGA
Laurentian University/Université Laurentienne 2004 — 2008
MBA
Association of Chartered Certified Accountants (ACCA)
Fellow, Chartered Certified Accountant
Wilfrid Laurier University
Advanced Management Certificate
Wilfrid Laurier University
Diploma in Accounting
Certified General Accountants of Ontario
CGA
Jennifer Noyce's Sun Life Financial Experience 1993 - 2008
Job Sr BI Developer at EuroPro
Industry Financial Services
Experience
Euro-Pro September 2013 - Present
BTMU Capital Corporation April 2011 - September 2013
BTMU Capital Corporation October 2008 - April 2011
Sun Life Financial 1993 - 2008
Skills
Process Improvement, QlikView Development, QlikView, VB for Excel/Access, Microsoft SQL Server, Microsoft Office, PeopleSoft, Oracle Financial, Oracle Discoverer, Tidal Enterprise..., Merant Version Manager, Excel Pivot, Business Intelligence, DTS, Business Process, Data Warehousing, Crystal Reports, Requirements Gathering, Business Analysis, Systems Analysis
Education
Lesley University
BS, Management
Euro-Pro September 2013 - Present
BTMU Capital Corporation April 2011 - September 2013
BTMU Capital Corporation October 2008 - April 2011
Sun Life Financial 1993 - 2008
Skills
Process Improvement, QlikView Development, QlikView, VB for Excel/Access, Microsoft SQL Server, Microsoft Office, PeopleSoft, Oracle Financial, Oracle Discoverer, Tidal Enterprise..., Merant Version Manager, Excel Pivot, Business Intelligence, DTS, Business Process, Data Warehousing, Crystal Reports, Requirements Gathering, Business Analysis, Systems Analysis
Education
Lesley University
BS, Management
Kathie Creesy's Sun Life Financial Experience 2000 - 2008
Job x
Industry Staffing and Recruiting
Experience
AIG June 2013 - Present
Quanticate April 2012 - April 2013
Accolo April 2010 - March 2011
EnerNOC May 2010 - December 2010
Sun Life Financial 2000 - 2008
Veritude - A Fidelity Investments Company 2005 - 2006
Cunney & Jospe' 1995 - 1997
CS First Boston 1992 - 1994
Skills
Succession Planning, Performance Management, Benefits Administration, Talent Acquisition, Applicant Tracking..., Redeployment, Technical Recruiting, Talent Management, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Taleo, Human Resources, Executive Search, Benefits Negotiation, Contract Recruitment, Employee Engagement, HRIS, Workforce Planning, Temporary Placement, Hiring
Education
Lesley College
Suffolk University
BS, Sociology
AIG June 2013 - Present
Quanticate April 2012 - April 2013
Accolo April 2010 - March 2011
EnerNOC May 2010 - December 2010
Sun Life Financial 2000 - 2008
Veritude - A Fidelity Investments Company 2005 - 2006
Cunney & Jospe' 1995 - 1997
CS First Boston 1992 - 1994
Skills
Succession Planning, Performance Management, Benefits Administration, Talent Acquisition, Applicant Tracking..., Redeployment, Technical Recruiting, Talent Management, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Taleo, Human Resources, Executive Search, Benefits Negotiation, Contract Recruitment, Employee Engagement, HRIS, Workforce Planning, Temporary Placement, Hiring
Education
Lesley College
Suffolk University
BS, Sociology
Allan Porter's Sun Life Financial Experience April 2013 - Present
Job Chief Information Security Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial October 2009 - March 2013
CIBC April 2005 - October 2009
INTRIA Items August 2002 - April 2005
Ehvert Engineering May 1999 - August 2002
WIC Connexus October 1997 - May 1999
CMC Engineering Group April 1996 - October 1997
Education
Lakehead University 1992 — 1996
HB Commerce, First Class Standing
Sun Life Financial April 2013 - Present
Sun Life Financial October 2009 - March 2013
CIBC April 2005 - October 2009
INTRIA Items August 2002 - April 2005
Ehvert Engineering May 1999 - August 2002
WIC Connexus October 1997 - May 1999
CMC Engineering Group April 1996 - October 1997
Education
Lakehead University 1992 — 1996
HB Commerce, First Class Standing
Em Price's Sun Life Financial Experience Newspaper Production ArtistAccuWeather2006 - 2006
Job Assistance Claims Administrator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Newspaper Production ArtistAccuWeather2006 - 2006
Education
Lesley University 2009 — 2011
M.Ed, Art Education Pre K-8
Penn State University 2000 — 2004
B.A., Integrative Arts, Psychology
Sun Life Financial Newspaper Production ArtistAccuWeather2006 - 2006
Education
Lesley University 2009 — 2011
M.Ed, Art Education Pre K-8
Penn State University 2000 — 2004
B.A., Integrative Arts, Psychology
Irene Neves's Sun Life Financial Experience June 2014 - Present
Job Director, Account Delivery at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial July 2012 - June 2014
Sun Life Financial June 2001 - July 2012
IIBA® Waterloo-Wellington ON Chapter June 2009 - June 2010
IIBA® Waterloo-Wellington ON Chapter June 2007 - May 2009
Magna International May 1999 - August 2000
Skills
SDLC, Business Analysis, Systems Analysis, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Vendor Management, Business Requirements, PMO, Business Process..., Business Process..., Gap Analysis, Business Process, Process Improvement, Project Portfolio..., Integration, Management, Software Project..., Business Process Mapping, Functional..., Software Documentation, IT Strategy
Education
Lakehead University 1996 — 2001
Honours Bachelor Of Commerce, Management Information Systems, Marketing
Sun Life Financial June 2014 - Present
Sun Life Financial July 2012 - June 2014
Sun Life Financial June 2001 - July 2012
IIBA® Waterloo-Wellington ON Chapter June 2009 - June 2010
IIBA® Waterloo-Wellington ON Chapter June 2007 - May 2009
Magna International May 1999 - August 2000
Skills
SDLC, Business Analysis, Systems Analysis, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Vendor Management, Business Requirements, PMO, Business Process..., Business Process..., Gap Analysis, Business Process, Process Improvement, Project Portfolio..., Integration, Management, Software Project..., Business Process Mapping, Functional..., Software Documentation, IT Strategy
Education
Lakehead University 1996 — 2001
Honours Bachelor Of Commerce, Management Information Systems, Marketing
Dianne (Bassler) Thombs, CPA's Sun Life Financial Experience September 2014 - Present
Job AVP, Expense Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
TDC Medical: A Vention Medical Company 2014 - 2014
Boston Scientific August 2010 - 2013
Boston Scientific January 2007 - August 2010
Boston Scientific July 2004 - January 2007
Boston Scientific June 2001 - July 2004
Boston Scientific December 1996 - June 2001
Arthur Andersen LLP September 1990 - December 1996
Skills
Medical Devices, Forecasting, Capital Equipment, FDA, Process Improvement, Cross-functional Team..., Auditing, Financial Reporting, Business Process..., Human Resources, Leadership, Global P&L Management, Strategic Planning, Cost Reduction..., Leading Change, Finance System..., Global Teams, Vendor Management, Finance Transformation, CPA, 404 Compliance, Controls Assessment, Technical Accounting..., SEC Financial Reporting, Analysis, Budgets, Management, Accounting, Strategy, Outsourcing, Internal Controls, Change Management, Finance, Due Diligence
Education
Lafayette College 1986 — 1990
BA, Business and Econoomics
Sun Life Financial September 2014 - Present
TDC Medical: A Vention Medical Company 2014 - 2014
Boston Scientific August 2010 - 2013
Boston Scientific January 2007 - August 2010
Boston Scientific July 2004 - January 2007
Boston Scientific June 2001 - July 2004
Boston Scientific December 1996 - June 2001
Arthur Andersen LLP September 1990 - December 1996
Skills
Medical Devices, Forecasting, Capital Equipment, FDA, Process Improvement, Cross-functional Team..., Auditing, Financial Reporting, Business Process..., Human Resources, Leadership, Global P&L Management, Strategic Planning, Cost Reduction..., Leading Change, Finance System..., Global Teams, Vendor Management, Finance Transformation, CPA, 404 Compliance, Controls Assessment, Technical Accounting..., SEC Financial Reporting, Analysis, Budgets, Management, Accounting, Strategy, Outsourcing, Internal Controls, Change Management, Finance, Due Diligence
Education
Lafayette College 1986 — 1990
BA, Business and Econoomics
Brandi Young's Sun Life Financial Experience May 2009 - Present
Job Employee Benefits Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2009 - Present
Enterprise Rent-A-Car December 2007 - May 2008
Nordstrom December 2004 - 2006
Skills
Disability Insurance, Group Insurance, Life Insurance, Health Insurance, Insurance, Term Life Insurance, Employee Benefits, Underwriting, Brokers, Dentistry, Accident Insurance, Income Protection, Sales, Cold Calling, New Business Development, Sales Management, Leadership
Education
Loyola Marymount University 2004 — 2008
Bachelor of Arts (BA), Communications, Business minor
Sun Life Financial May 2009 - Present
Enterprise Rent-A-Car December 2007 - May 2008
Nordstrom December 2004 - 2006
Skills
Disability Insurance, Group Insurance, Life Insurance, Health Insurance, Insurance, Term Life Insurance, Employee Benefits, Underwriting, Brokers, Dentistry, Accident Insurance, Income Protection, Sales, Cold Calling, New Business Development, Sales Management, Leadership
Education
Loyola Marymount University 2004 — 2008
Bachelor of Arts (BA), Communications, Business minor
Aaron Lipman's Sun Life Financial Experience November 2002 - Present
Job Associate Director, Macro Risk Underwriting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2002 - Present
Sun Life Financial May 2010 - June 2011
Sun Life Financial June 2008 - May 2010
Sun Life Financial October 2007 - June 2008
Sun Life Financial March 2004 - October 2007
Skills
Process Improvement, Management, Employee Benefits, Budgets, New Business Development, Forecasting, Analysis, Customer Service, Human Resources, Microsoft Excel, Sales Operations, Performance Management, Underwriting, Business Process, Business Intelligence, Insurance, Life Insurance
Education
Lafayette College 1998 — 2002
B.A, Economics
Sun Life Financial November 2002 - Present
Sun Life Financial May 2010 - June 2011
Sun Life Financial June 2008 - May 2010
Sun Life Financial October 2007 - June 2008
Sun Life Financial March 2004 - October 2007
Skills
Process Improvement, Management, Employee Benefits, Budgets, New Business Development, Forecasting, Analysis, Customer Service, Human Resources, Microsoft Excel, Sales Operations, Performance Management, Underwriting, Business Process, Business Intelligence, Insurance, Life Insurance
Education
Lafayette College 1998 — 2002
B.A, Economics
Kai Schofield, MBA, CGA's Sun Life Financial Experience July 2012 - Present
Job Internal Audit Manager, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2012 - Present
ATS Automation October 2011 - July 2012
Manulife Financial November 2010 - September 2011
Graceway Trading Ltd. October 2006 - October 2010
Sun Life Financial October 2005 - September 2006
Sun Life Financial October 2001 - September 2005
KPMG October 1999 - October 2001
Skills
Financial Analysis, Financial Modeling, Internal Controls, Financial Reporting, Accounting, Financial Audits, Sarbanes-Oxley Act, Forecasting, IFRS, Internal Audit, Managerial Finance, Process Improvement, Auditing, Financial Accounting, Risk Management, GAAP, Business Strategy, Budgets, Banking, Strategic Financial..., Financial Planning, Cash Management
Education
Laurentian University/Université Laurentienne 2009 — 2010
Masters, Business Administration
McGill University 1998 — 1999
Grad Diploma, Public Accountancy
Western University 1994 — 1998
B.A., Economics and Administrative & Commercial Studies
Sun Life Financial July 2012 - Present
ATS Automation October 2011 - July 2012
Manulife Financial November 2010 - September 2011
Graceway Trading Ltd. October 2006 - October 2010
Sun Life Financial October 2005 - September 2006
Sun Life Financial October 2001 - September 2005
KPMG October 1999 - October 2001
Skills
Financial Analysis, Financial Modeling, Internal Controls, Financial Reporting, Accounting, Financial Audits, Sarbanes-Oxley Act, Forecasting, IFRS, Internal Audit, Managerial Finance, Process Improvement, Auditing, Financial Accounting, Risk Management, GAAP, Business Strategy, Budgets, Banking, Strategic Financial..., Financial Planning, Cash Management
Education
Laurentian University/Université Laurentienne 2009 — 2010
Masters, Business Administration
McGill University 1998 — 1999
Grad Diploma, Public Accountancy
Western University 1994 — 1998
B.A., Economics and Administrative & Commercial Studies
Fathuma Feisal Junaid's Sun Life Financial Experience March 2015 - Present
Job at SLF
Industry Information Technology and Services
Experience
Sun Life Financial March 2015 - Present
Hewlett-Packard October 2014 - February 2015
Hewlett-Packard November 2013 - December 2014
Fathuma Consulting Inc December 2011 - October 2013
Hewlett Packard Enterprise Services November 2007 - May 2013
Getronics May 2006 - September 2007
The Flying Drum Ltd. July 2003 - June 2005
Network Solutions - London Hotet Network January 2001 - May 2005
CCI Consulting January 2000 - November 2000
Safeway Canada September 1998 - September 1999
Skills
Systems Analysis, Relational Databases, Pagemaker, Business Analysis, Requirements Gathering, SharePoint, SDLC, PMO, Requirements Analysis, Business Process, Program Management, Business Requirements, Quality Assurance, E-commerce, Integration, Vendor Management, ITIL, IT Service Management
Education
Hi-tech Institute 2011 — 2011
IIBA Business Analysis, Information Technology
National Institute of Broadcasting 2006 — 2006
Radio and TV Broadcasting, Broadcast Journalism
Toronto College of Technology 2005 — 2006
Certificate in Software Testing with Quality Assurance, Information Technology
Vancouver School Board 2000 — 2000
Certificate in Instructor Training, Education
Langara College 1996 — 2000
Diploma, Computer Information Technology
University of Westminster 1991 — 1992
Certificate, Business & Technology
DP Aides 1988 — 1990
Diploma in Computer Programming, Information Technology, Honors
Sun Life Financial March 2015 - Present
Hewlett-Packard October 2014 - February 2015
Hewlett-Packard November 2013 - December 2014
Fathuma Consulting Inc December 2011 - October 2013
Hewlett Packard Enterprise Services November 2007 - May 2013
Getronics May 2006 - September 2007
The Flying Drum Ltd. July 2003 - June 2005
Network Solutions - London Hotet Network January 2001 - May 2005
CCI Consulting January 2000 - November 2000
Safeway Canada September 1998 - September 1999
Skills
Systems Analysis, Relational Databases, Pagemaker, Business Analysis, Requirements Gathering, SharePoint, SDLC, PMO, Requirements Analysis, Business Process, Program Management, Business Requirements, Quality Assurance, E-commerce, Integration, Vendor Management, ITIL, IT Service Management
Education
Hi-tech Institute 2011 — 2011
IIBA Business Analysis, Information Technology
National Institute of Broadcasting 2006 — 2006
Radio and TV Broadcasting, Broadcast Journalism
Toronto College of Technology 2005 — 2006
Certificate in Software Testing with Quality Assurance, Information Technology
Vancouver School Board 2000 — 2000
Certificate in Instructor Training, Education
Langara College 1996 — 2000
Diploma, Computer Information Technology
University of Westminster 1991 — 1992
Certificate, Business & Technology
DP Aides 1988 — 1990
Diploma in Computer Programming, Information Technology, Honors
Nancy Mulkerrin-Bucey's Sun Life Financial Experience January 2000 - August 2002
Job Teacher
Industry
Experience
Hingham Public Schools January 2014 - Present
Keyport Life Insurance January 2000 - August 2002
Sun Life Financial January 2000 - August 2002
Fleet Bank September 1997 - January 2000
Cass Information Systems 1994 - 1996
Federal Reserve Bank of Boston February 1993 - June 1994
Federal Reserve Bank of Boston June 1991 - February 1993
Skills
Nonprofits, Teaching, Program Development, Research, Program Evaluation
Education
Lesley University 2010 — 2014
Master's Degree, Elementary Education-M.Ed
Hingham Public Schools January 2014 - Present
Keyport Life Insurance January 2000 - August 2002
Sun Life Financial January 2000 - August 2002
Fleet Bank September 1997 - January 2000
Cass Information Systems 1994 - 1996
Federal Reserve Bank of Boston February 1993 - June 1994
Federal Reserve Bank of Boston June 1991 - February 1993
Skills
Nonprofits, Teaching, Program Development, Research, Program Evaluation
Education
Lesley University 2010 — 2014
Master's Degree, Elementary Education-M.Ed
Linda Birkett's Sun Life Financial Experience June 2011 - December 2011
Job Project Manager at RSA
Industry Insurance
Experience
RSA August 2013 - Present
Gore Mutual Insurance January 2012 - June 2013
Sun Life Financial June 2011 - December 2011
The Economical Insurance Group November 2004 - June 2011
Sun Life Financial 1998 - 2004
Skills
Process Improvement, Management, Software Project..., SDLC, Project Management, Scrum, Business Analysis, Integration, PMP, Project Planning, Budgets, Business Requirements, Requirements Gathering, Project Portfolio..., PMO, Requirements Analysis, Agile Project Management, MS Project, Vendor Management, Business Process, Microsoft Project, User Acceptance Testing
Education
King's College London, U. of London
Mathematics
RSA August 2013 - Present
Gore Mutual Insurance January 2012 - June 2013
Sun Life Financial June 2011 - December 2011
The Economical Insurance Group November 2004 - June 2011
Sun Life Financial 1998 - 2004
Skills
Process Improvement, Management, Software Project..., SDLC, Project Management, Scrum, Business Analysis, Integration, PMP, Project Planning, Budgets, Business Requirements, Requirements Gathering, Project Portfolio..., PMO, Requirements Analysis, Agile Project Management, MS Project, Vendor Management, Business Process, Microsoft Project, User Acceptance Testing
Education
King's College London, U. of London
Mathematics
Debby Webster's Sun Life Financial Experience September 2013 - Present
Job Assistant Vice President, Compliance at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial March 2011 - August 2013
Sun Life Financial December 2004 - March 2011
Sun Life Financial January 2001 - November 2004
Sun Life Financial January 1997 - December 2000
Sun Life Financial January 1987 - December 1999
Sun Life Financial July 1984 - December 1987
Sun Life Financial January 1983 - June 1984
Skills
Mutual Funds, Insurance, Investments, Risk Management, Financial Services, Retirement, Securities, Pensions, Variable Annuities, Fixed Annuities, Series 7, Asset Management, Strategic Financial..., Wealth Management, Relationship Management, Series 24, FINRA
Education
Lasell College 1977 — 1982
Sun Life Financial September 2013 - Present
Sun Life Financial March 2011 - August 2013
Sun Life Financial December 2004 - March 2011
Sun Life Financial January 2001 - November 2004
Sun Life Financial January 1997 - December 2000
Sun Life Financial January 1987 - December 1999
Sun Life Financial July 1984 - December 1987
Sun Life Financial January 1983 - June 1984
Skills
Mutual Funds, Insurance, Investments, Risk Management, Financial Services, Retirement, Securities, Pensions, Variable Annuities, Fixed Annuities, Series 7, Asset Management, Strategic Financial..., Wealth Management, Relationship Management, Series 24, FINRA
Education
Lasell College 1977 — 1982
Diane Donovan's Sun Life Financial Experience 1988 - 1994
Job Employee Benefits Specialist Colonial Life
Industry Insurance
Experience
Colonial Life 2014 - Present
Total Benefit Communcations 2013 - Present
American Family Life Assurance Company February 2013 - 2014
The Hartford 2008 - 2012
MFS Investment Management 1994 - 2008
Sun Life Financial 1988 - 1994
Skills
Core Competences, Customer Service, Database Management, Analysis and Evaluation, Reporting Procedures, Project Management, Presentations, Contract Negotiation, Value-added Services, Third-party..., Contract Management, Sales Support, Financial Services, Qualified Retirement..., Investment Plan..., Fund Partner Due..., Compliance Regulations, Fitness Training, Life, Sales Operations, Retirement Planning, Investments, Retirement, Database Admin, Health Insurance, 401k, Sales
Education
Lesley College
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Colonial Life 2014 - Present
Total Benefit Communcations 2013 - Present
American Family Life Assurance Company February 2013 - 2014
The Hartford 2008 - 2012
MFS Investment Management 1994 - 2008
Sun Life Financial 1988 - 1994
Skills
Core Competences, Customer Service, Database Management, Analysis and Evaluation, Reporting Procedures, Project Management, Presentations, Contract Negotiation, Value-added Services, Third-party..., Contract Management, Sales Support, Financial Services, Qualified Retirement..., Investment Plan..., Fund Partner Due..., Compliance Regulations, Fitness Training, Life, Sales Operations, Retirement Planning, Investments, Retirement, Database Admin, Health Insurance, 401k, Sales
Education
Lesley College
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Chori Braley's Sun Life Financial Experience September 2014 - Present
Job Sr. Manager, Short Term Disability
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
UnitedHealthcare November 2013 - September 2014
UnitedHealthcare July 2013 - November 2013
Prudential Financial March 2012 - May 2013
Unum July 2008 - March 2012
Unum May 2005 - July 2008
Unum June 2001 - May 2005
Skills
Process Improvement, Employee Benefits, Insurance, Disability Insurance, Claims Management, Life Insurance, Internal Audit, Risk Management, Leadership, Budgets, Coaching
Education
Lyndon State College
Bachelor of Science (BS), Physical Education, Sports Management
Lyndon State College
Associate of Science (AS), Business Administration and Management, General
Sun Life Financial September 2014 - Present
UnitedHealthcare November 2013 - September 2014
UnitedHealthcare July 2013 - November 2013
Prudential Financial March 2012 - May 2013
Unum July 2008 - March 2012
Unum May 2005 - July 2008
Unum June 2001 - May 2005
Skills
Process Improvement, Employee Benefits, Insurance, Disability Insurance, Claims Management, Life Insurance, Internal Audit, Risk Management, Leadership, Budgets, Coaching
Education
Lyndon State College
Bachelor of Science (BS), Physical Education, Sports Management
Lyndon State College
Associate of Science (AS), Business Administration and Management, General
Jason McCreary's Sun Life Financial Experience Client ManagerUnumMay 2006 - July 2013
Job Client Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Client ManagerUnumMay 2006 - July 2013
Education
Lipscomb University 1987 — 1992
Bachelor of Science (BS), Marketing
David Lipscomb University
Sun Life Financial Client ManagerUnumMay 2006 - July 2013
Education
Lipscomb University 1987 — 1992
Bachelor of Science (BS), Marketing
David Lipscomb University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.