Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Cliff Mudd Cliff Mudd's Sun Life Financial Experience 2014 - 2015
Job Actively Seeking Employment
Industry Retail
Experience
Greatland Financial Services 2014 - 2015
Greatland Financial Services 2014 - 2015
Sun Life Financial 2014 - 2015
Greatland Financial Services 2014 - 2015
Ascension Health 2014 - 2015
Ascension Health 2014 - 2015
Macy's May 2007 - April 2014
Macy's March 2006 - May 2007
May Department Stores April 2005 - March 2006
May Department Stores September 2002 - April 2005
Skills
Forecasting, Analysis, Budgets, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Access, Process Improvement, Call Centers, Management, Retail, Finance, Accounts Receivable, Credit, Coaching, Auditing, Team Building, Customer Satisfaction, Financial Reporting, Essbase, Accounts Payable, Training, Accounting, Programming, Finacial Management, Supervisory Skills, Collections, Innovation, Team Leadership, Microsoft Office, Strategic Planning, Time Management, Performance Management, Employee Relations, Sales, Microsoft Word, Hiring, Onboarding, Budgeting, Mergers & Acquisitions, Interviews, PowerPoint, Negotiation, Leadership Development, Employee Training, Financial Planning
Education
Maryville University of Saint Louis 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Greatland Financial Services 2014 - 2015
Greatland Financial Services 2014 - 2015
Sun Life Financial 2014 - 2015
Greatland Financial Services 2014 - 2015
Ascension Health 2014 - 2015
Ascension Health 2014 - 2015
Macy's May 2007 - April 2014
Macy's March 2006 - May 2007
May Department Stores April 2005 - March 2006
May Department Stores September 2002 - April 2005
Skills
Forecasting, Analysis, Budgets, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Access, Process Improvement, Call Centers, Management, Retail, Finance, Accounts Receivable, Credit, Coaching, Auditing, Team Building, Customer Satisfaction, Financial Reporting, Essbase, Accounts Payable, Training, Accounting, Programming, Finacial Management, Supervisory Skills, Collections, Innovation, Team Leadership, Microsoft Office, Strategic Planning, Time Management, Performance Management, Employee Relations, Sales, Microsoft Word, Hiring, Onboarding, Budgeting, Mergers & Acquisitions, Interviews, PowerPoint, Negotiation, Leadership Development, Employee Training, Financial Planning
Education
Maryville University of Saint Louis 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Lynn Shannon, PMP Lynn Shannon, PMP's Sun Life Financial Experience May 2014 - Present
Job Program Manager, Project Management at Sun Life Financial
Industry Program Development
Experience
Sun Life Financial May 2014 - Present
MediaProjectManager.ca January 2013 - Present
Project Management Institute July 2004 - Present
Rogers Communications March 2011 - December 2012
Rogers Communications January 2008 - February 2012
Rogers Communications November 2004 - January 2008
Torstar Digital November 2000 - November 2002
Carswell Professional Publishing (now Thomson Reuters) November 1997 - December 2000
Postmedia Network Inc.(previously Southam) January 1995 - January 1996
York University January 1993 - December 1994
Skills
Project Management, Digital Marketing, Content Management, New Media, Publishing, Strategy, Program Management, Email Marketing, Leadership, Web Project Management, Content Development, Web Content Management, Cross-functional Team..., CMS, Coaching, Project Planning, PMP, Management, Web Analytics, Strategic Partnerships, Integrated Marketing, Strategic Planning, Digital Media, Event Management, Marketing, Vendor Management, Web Development, Social Media, Marketing Communications, SEM, SEO, Digital Strategy, CRM, User Experience, Online Marketing, E-commerce, Online Advertising, Content Strategy, Budgets, Social Media Marketing, Analytics, Mobile Marketing, Google Analytics, Events Management, Professional..., Learning Management..., Product Development, Online Course..., Online Publishing, Agile Project Management
Education
University of Toronto 1992 — 1996
Enterprise Portal Management
Ryerson University 1980 — 1983
Graphics Arts Management and Production
McGill University 1974 — 1979
Bachelor of Education; Diploma Special Eduction and Educational Media
Sun Life Financial May 2014 - Present
MediaProjectManager.ca January 2013 - Present
Project Management Institute July 2004 - Present
Rogers Communications March 2011 - December 2012
Rogers Communications January 2008 - February 2012
Rogers Communications November 2004 - January 2008
Torstar Digital November 2000 - November 2002
Carswell Professional Publishing (now Thomson Reuters) November 1997 - December 2000
Postmedia Network Inc.(previously Southam) January 1995 - January 1996
York University January 1993 - December 1994
Skills
Project Management, Digital Marketing, Content Management, New Media, Publishing, Strategy, Program Management, Email Marketing, Leadership, Web Project Management, Content Development, Web Content Management, Cross-functional Team..., CMS, Coaching, Project Planning, PMP, Management, Web Analytics, Strategic Partnerships, Integrated Marketing, Strategic Planning, Digital Media, Event Management, Marketing, Vendor Management, Web Development, Social Media, Marketing Communications, SEM, SEO, Digital Strategy, CRM, User Experience, Online Marketing, E-commerce, Online Advertising, Content Strategy, Budgets, Social Media Marketing, Analytics, Mobile Marketing, Google Analytics, Events Management, Professional..., Learning Management..., Product Development, Online Course..., Online Publishing, Agile Project Management
Education
University of Toronto 1992 — 1996
Enterprise Portal Management
Ryerson University 1980 — 1983
Graphics Arts Management and Production
McGill University 1974 — 1979
Bachelor of Education; Diploma Special Eduction and Educational Media
Joshua Buckland Joshua Buckland's Sun Life Financial Experience August 2009 - June 2012
Job New Business Unit Manager at Symetra
Industry Financial Services
Experience
Symetra June 2014 - Present
Delaware Life March 2012 - June 2014
Sun Life Financial August 2009 - June 2012
Hartford Life October 2004 - August 2009
Skills
Insurance, Process Improvement, Risk Management, Fixed Annuities, Underwriting, Business Analysis, Investments, Series 6, Call Centers, Employee Benefits, Customer Service, Retirement, Life Insurance, Change Management, Microsoft Excel, Visio, Coaching, Retirement Planning, Training, Management, Performance Management, Variable Annuities, Quality Assurance
Education
Massachusetts Bay Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.88 grade average
Lewis S Mills Highschool
Lewis S Mills Highschool
Symetra June 2014 - Present
Delaware Life March 2012 - June 2014
Sun Life Financial August 2009 - June 2012
Hartford Life October 2004 - August 2009
Skills
Insurance, Process Improvement, Risk Management, Fixed Annuities, Underwriting, Business Analysis, Investments, Series 6, Call Centers, Employee Benefits, Customer Service, Retirement, Life Insurance, Change Management, Microsoft Excel, Visio, Coaching, Retirement Planning, Training, Management, Performance Management, Variable Annuities, Quality Assurance
Education
Massachusetts Bay Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.88 grade average
Lewis S Mills Highschool
Lewis S Mills Highschool
Kathy Gorman Kathy Gorman's Sun Life Financial Experience September 1979 - December 1981
Job Create Positive Atmosphere, Make A Difference, and Achieve Effective Results
Industry
Experience
Town of Dover April 2011 - May 2012
GZA GeoEnvironmental May 1988 - June 1996
McCormack & Dodge June 1986 - February 1988
General Cinema Theatres, Inc. January 1982 - June 1986
Sun Life Financial September 1979 - December 1981
Skills
Outlook, Microsoft Word, Microsoft Office, Teamwork, Microsoft Excel, Administrative..., Communication, Management, Administration, Customer Service, Statistical Typing, Client Services, Survey software, Customer-focused Service, Positive Work..., Positive Behavior..., Leading Positive Change, Inspiration, Inspiring Leadership, Professional..., Professional Writing, Positive Discipline, Positive Employee..., Problem Solving
Education
Massachusetts Bay Community College
Executive Assistant/Executive Secretarial
Town of Dover April 2011 - May 2012
GZA GeoEnvironmental May 1988 - June 1996
McCormack & Dodge June 1986 - February 1988
General Cinema Theatres, Inc. January 1982 - June 1986
Sun Life Financial September 1979 - December 1981
Skills
Outlook, Microsoft Word, Microsoft Office, Teamwork, Microsoft Excel, Administrative..., Communication, Management, Administration, Customer Service, Statistical Typing, Client Services, Survey software, Customer-focused Service, Positive Work..., Positive Behavior..., Leading Positive Change, Inspiration, Inspiring Leadership, Professional..., Professional Writing, Positive Discipline, Positive Employee..., Problem Solving
Education
Massachusetts Bay Community College
Executive Assistant/Executive Secretarial
Ron Dupuis Ron Dupuis's Sun Life Financial Experience June 2007 - Present
Job Regional Vice President, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2007 - Present
Prudential Corporation Asia January 2007 - June 2007
Prudential Vietnam, Prudential Corporation Asia January 2003 - December 2006
Hong Leong Assurance Berhad January 2000 - December 2002
AIA Thailand (AIG) January 1997 - December 1999
AIA Singapore (AIG) January 1996 - December 1996
North American Life Assurance August 1987 - December 1995
Skills
Insurance, Life Insurance, Strategic Financial..., Wealth Management, Financial Services, Retirement Planning, Risk Management, Sales Management, Strategic Planning, Business Strategy, Mutual Funds, Business Development, Investments, Finance, Fixed Annuities, Management Consulting, Retirement, Leadership, Term Life Insurance, Banking, Relationship Management, Critical Illness, General Insurance, Strategy, Health Insurance, Disability Insurance, Management, Portfolio Management
Education
Canadian Institute of Chartered Life Underwriters 1978 — 1995
CLU, ChFC, Accounting, Economics, Finance, Advanced Tax and Estate Planning
Financial Planning Institute Canada 1990 — 1994
CFP, Financial Institutions, Securities, Mutual Funds & Advanced Tax and Financial Planning
Forum for International Trade Training
Diploma, International Trade
McGill University
Advanced Management
Wilfrid Laurier University
Bachelor of Arts, History
Sun Life Financial June 2007 - Present
Prudential Corporation Asia January 2007 - June 2007
Prudential Vietnam, Prudential Corporation Asia January 2003 - December 2006
Hong Leong Assurance Berhad January 2000 - December 2002
AIA Thailand (AIG) January 1997 - December 1999
AIA Singapore (AIG) January 1996 - December 1996
North American Life Assurance August 1987 - December 1995
Skills
Insurance, Life Insurance, Strategic Financial..., Wealth Management, Financial Services, Retirement Planning, Risk Management, Sales Management, Strategic Planning, Business Strategy, Mutual Funds, Business Development, Investments, Finance, Fixed Annuities, Management Consulting, Retirement, Leadership, Term Life Insurance, Banking, Relationship Management, Critical Illness, General Insurance, Strategy, Health Insurance, Disability Insurance, Management, Portfolio Management
Education
Canadian Institute of Chartered Life Underwriters 1978 — 1995
CLU, ChFC, Accounting, Economics, Finance, Advanced Tax and Estate Planning
Financial Planning Institute Canada 1990 — 1994
CFP, Financial Institutions, Securities, Mutual Funds & Advanced Tax and Financial Planning
Forum for International Trade Training
Diploma, International Trade
McGill University
Advanced Management
Wilfrid Laurier University
Bachelor of Arts, History
Lisa Ann Huffman Lisa Ann Huffman's Sun Life Financial Experience March 2010 - November 2014
Job Medical Coder
Industry Hospital & Health Care
Experience
Sun Life Financial March 2010 - November 2014
MZI Billing October 2008 - March 2009
Newton-Wellesley Hospital May 2001 - September 2008
Newton-Wellesley Hospital February 1999 - May 2001
Skills
Microsoft Office, Insurance, Microsoft Word, Process Improvement, Microsoft Excel, MECA, IDX, Ibex, Meditech, HIPPA, Medical..., Power Point
Education
Massasoit Community College 1999 — 2001
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Association of Registered Health Care Professionals (ARCHP)
Certificate
Sun Life Financial March 2010 - November 2014
MZI Billing October 2008 - March 2009
Newton-Wellesley Hospital May 2001 - September 2008
Newton-Wellesley Hospital February 1999 - May 2001
Skills
Microsoft Office, Insurance, Microsoft Word, Process Improvement, Microsoft Excel, MECA, IDX, Ibex, Meditech, HIPPA, Medical..., Power Point
Education
Massasoit Community College 1999 — 2001
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Association of Registered Health Care Professionals (ARCHP)
Certificate
Jennifer Scolaro Jennifer Scolaro's Sun Life Financial Experience October 2014 - Present
Job Claims Specialist at Sun Life Financial
Industry Telecommunications
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial July 2012 - October 2014
Broadview Networks December 1996 - February 2012
Skills
VoIP, Telephony, Telecommunications, T1, MPLS, Managed Services, Call Centers, Unified Communications, IP, Wireless, Co-location, SIP Trunking, SIP, Ethernet, Cisco Technologies, DS3
Education
Massasoit Community College 1992 — 1994
Accounting and Business/Management
Brockton High School 1987 — 1991
Sun Life Financial October 2014 - Present
Sun Life Financial July 2012 - October 2014
Broadview Networks December 1996 - February 2012
Skills
VoIP, Telephony, Telecommunications, T1, MPLS, Managed Services, Call Centers, Unified Communications, IP, Wireless, Co-location, SIP Trunking, SIP, Ethernet, Cisco Technologies, DS3
Education
Massasoit Community College 1992 — 1994
Accounting and Business/Management
Brockton High School 1987 — 1991
Shane Duffy Shane Duffy's Sun Life Financial Experience July 2012 - June 2014
Job
Industry Insurance
Experience
MetLife August 2014 - Present
Sun Life Financial July 2012 - June 2014
Crystal Tree Country Club May 2004 - August 2011
Skills
Employee Benefits, Insurance, Leadership, Disability Insurance, Sales, Life Insurance, Group Insurance, Voluntary Employee..., Term Life Insurance, Benefits Administration
Education
Marquette University 2008 — 2012
Bachelor's Degree, Finance and Information Technology
MetLife August 2014 - Present
Sun Life Financial July 2012 - June 2014
Crystal Tree Country Club May 2004 - August 2011
Skills
Employee Benefits, Insurance, Leadership, Disability Insurance, Sales, Life Insurance, Group Insurance, Voluntary Employee..., Term Life Insurance, Benefits Administration
Education
Marquette University 2008 — 2012
Bachelor's Degree, Finance and Information Technology
Stephanie Nickson, M.I.St., PMP Stephanie Nickson, M.I.St., PMP's Sun Life Financial Experience March 2015 - Present
Job Director Client Services at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Sun Life Financial May 2014 - April 2015
Sun Life Financial March 2011 - May 2014
Sun Life Financial 2008 - March 2011
Sun Life Financial 2004 - 2008
Sun Life Financial 2001 - 2004
Skills
Management, Retirement, Vendor Management, Business Analysis, Financial Services, Business Process..., Project Management, Change Management, Research, Program Management, Risk Management, Process Improvement
Education
Project Management Institute 2008 — 2008
PMP, Project Management
University of Toronto 2000 — 2004
M.I.St., Information Studies
McGill University 1991 — 1995
Honours BA, History
Sun Life Financial March 2015 - Present
Sun Life Financial May 2014 - April 2015
Sun Life Financial March 2011 - May 2014
Sun Life Financial 2008 - March 2011
Sun Life Financial 2004 - 2008
Sun Life Financial 2001 - 2004
Skills
Management, Retirement, Vendor Management, Business Analysis, Financial Services, Business Process..., Project Management, Change Management, Research, Program Management, Risk Management, Process Improvement
Education
Project Management Institute 2008 — 2008
PMP, Project Management
University of Toronto 2000 — 2004
M.I.St., Information Studies
McGill University 1991 — 1995
Honours BA, History
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
Katina Michelis Katina Michelis's Sun Life Financial Experience December 2014 - Present
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Sun Life Financial September 2013 - December 2014
You're Pregnant, Now What? The good, the bad, and the ugly of pregnancy and baby's first year May 2013 - May 2013
Xerox Canada January 2010 - December 2010
Xerox Canada January 2009 - December 2009
Xerox Canada January 2007 - December 2008
Xerox Canada June 1999 - December 2006
Skills
Management, Marketing Strategy, Sales Process, Sales, Financial Planning, Financial Services, Insurance, Investments, Retirement Planning, Life Insurance, Mutual Funds, Health Insurance, Leadership, Direct Sales, Team Leadership, Sales Management, Outsourcing, Selling, Business Analysis, Business Process, Lean Six Sigma, Contract Negotiation, Blogging, Social Media, Federal Government, CRM, Sales Operations, Marketing, Coaching, Digital Printing, RFP preparation, Product Marketing, Print Management, Social Networking, Salesforce.com, Marketing Communications, Web Content, Disability Insurance, Group Insurance
Education
McGill University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics
McGill University 1992 — 1995
Bachelor of Science (B.Sc.), Mathematics (Honours)
Marianopolis College 1990 — 1992
DEC, Pure and Applied Sciences
Sun Life Financial December 2014 - Present
Sun Life Financial September 2013 - December 2014
You're Pregnant, Now What? The good, the bad, and the ugly of pregnancy and baby's first year May 2013 - May 2013
Xerox Canada January 2010 - December 2010
Xerox Canada January 2009 - December 2009
Xerox Canada January 2007 - December 2008
Xerox Canada June 1999 - December 2006
Skills
Management, Marketing Strategy, Sales Process, Sales, Financial Planning, Financial Services, Insurance, Investments, Retirement Planning, Life Insurance, Mutual Funds, Health Insurance, Leadership, Direct Sales, Team Leadership, Sales Management, Outsourcing, Selling, Business Analysis, Business Process, Lean Six Sigma, Contract Negotiation, Blogging, Social Media, Federal Government, CRM, Sales Operations, Marketing, Coaching, Digital Printing, RFP preparation, Product Marketing, Print Management, Social Networking, Salesforce.com, Marketing Communications, Web Content, Disability Insurance, Group Insurance
Education
McGill University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics
McGill University 1992 — 1995
Bachelor of Science (B.Sc.), Mathematics (Honours)
Marianopolis College 1990 — 1992
DEC, Pure and Applied Sciences
Wendy Blomberg Wendy Blomberg's Sun Life Financial Experience May 1989 - August 1993
Job Functions Coordinator and Nature Store Manager at South Shore Natural Science Center
Industry Museums and Institutions
Experience
South Shore Natural Science Center September 1999 - Present
Sun Life Financial May 1989 - August 1993
Framingham Savings Bank August 1988 - June 1989
Skills
Event Management
Education
Mary Baldwin College 1978 — 1982
Bachelor of Arts (BA), Sociology
Brandywine High School 1975 — 1978
South Shore Natural Science Center September 1999 - Present
Sun Life Financial May 1989 - August 1993
Framingham Savings Bank August 1988 - June 1989
Skills
Event Management
Education
Mary Baldwin College 1978 — 1982
Bachelor of Arts (BA), Sociology
Brandywine High School 1975 — 1978
Kimberley Fordham's Sun Life Financial Experience January 2015 - Present
Job Contracting and Licensing Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Skills
Lotus Notes, Microsoft Office, Customer Service, Teamwork, Team Leadership, Management, Outlook, Coaching, Training, Quality Control, Communication Skills, Time Management, Employee Training, Volunteering, Fundraising, Job Coaching
Education
Vanier College 2003 — 2005
DEC Honors, General Social Sciences
Concordia University
Bachelor of Arts (B.A.)
McGill University
Public Relations and Communications Management
Sun Life Financial January 2015 - Present
Skills
Lotus Notes, Microsoft Office, Customer Service, Teamwork, Team Leadership, Management, Outlook, Coaching, Training, Quality Control, Communication Skills, Time Management, Employee Training, Volunteering, Fundraising, Job Coaching
Education
Vanier College 2003 — 2005
DEC Honors, General Social Sciences
Concordia University
Bachelor of Arts (B.A.)
McGill University
Public Relations and Communications Management
Patrice Cianciulli Patrice Cianciulli's Sun Life Financial Experience October 2006 - May 2007
Job Director, Customer Service & SIOP Americas, at Honeywell Safety Products
Industry Consumer Services
Experience
Honeywell Safety Products July 2013 - Present
Honeywell Safety Products January 2012 - July 2013
Honeywell Safety Products May 2007 - January 2012
Sun Life Financial October 2006 - May 2007
AXA Assurances April 2004 - August 2006
Mondial Assistance August 2003 - April 2004
Belron Canada inc January 2001 - May 2003
CIBC June 1989 - October 2000
Skills
Customer Service, Forecasting, Six Sigma, Business Intelligence..., Customer Relations, SIOP, Leadership, Operations Management, Administration, Process Improvement, Business Process...
Education
McGill University 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting
Honeywell Safety Products July 2013 - Present
Honeywell Safety Products January 2012 - July 2013
Honeywell Safety Products May 2007 - January 2012
Sun Life Financial October 2006 - May 2007
AXA Assurances April 2004 - August 2006
Mondial Assistance August 2003 - April 2004
Belron Canada inc January 2001 - May 2003
CIBC June 1989 - October 2000
Skills
Customer Service, Forecasting, Six Sigma, Business Intelligence..., Customer Relations, SIOP, Leadership, Operations Management, Administration, Process Improvement, Business Process...
Education
McGill University 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting
Robert McNichols Robert McNichols's Sun Life Financial Experience 1988 - 1992
Job Chief Audit Executive Strategic with Expertise in Developing Internal Audit Functions | Open to New Opportunities Relo
Industry Insurance
Experience
SantaFe HealthCare July 2010 - February 2012
Safeco Corporation December 2005 - October 2008
RLI Insurance May 2003 - December 2005
CNA March 2001 - May 2003
Penn National Insurance April 1998 - March 2001
ING Group 1992 - 1998
Sun Life Financial 1988 - 1992
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Sarbanes-Oxley Act, Risk Assessment, Financial Risk, Process Improvement, Corporate Finance, IT Audit, Insurance, Risk Management, Management, Finance, Strategy, Analysis, External Audit, Quality Auditing, Financial Services, Operational Risk..., CISA, Team Leadership, Governance, Sarbanes-Oxley, Audit Committee, Compliance, Corporate Governance, Healthcare, Certified Fraud Examiner, Fraud, Business Continuity, Property & Casualty..., COSO, Operational Risk, SOX, Fraud Investigations, Compliance Audits, Risk, Certified Internal..., Leadership, Assurance, Business Process..., Reinsurance, Financial Audits, GAAP, Performance Auditing, Claims Auditing
Education
University of Minnesota - Carlson School of Management 1980 — 1986
MBA, Finance
Marquette University 1975 — 1979
BSBA, Business Administration
SantaFe HealthCare July 2010 - February 2012
Safeco Corporation December 2005 - October 2008
RLI Insurance May 2003 - December 2005
CNA March 2001 - May 2003
Penn National Insurance April 1998 - March 2001
ING Group 1992 - 1998
Sun Life Financial 1988 - 1992
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Sarbanes-Oxley Act, Risk Assessment, Financial Risk, Process Improvement, Corporate Finance, IT Audit, Insurance, Risk Management, Management, Finance, Strategy, Analysis, External Audit, Quality Auditing, Financial Services, Operational Risk..., CISA, Team Leadership, Governance, Sarbanes-Oxley, Audit Committee, Compliance, Corporate Governance, Healthcare, Certified Fraud Examiner, Fraud, Business Continuity, Property & Casualty..., COSO, Operational Risk, SOX, Fraud Investigations, Compliance Audits, Risk, Certified Internal..., Leadership, Assurance, Business Process..., Reinsurance, Financial Audits, GAAP, Performance Auditing, Claims Auditing
Education
University of Minnesota - Carlson School of Management 1980 — 1986
MBA, Finance
Marquette University 1975 — 1979
BSBA, Business Administration
Annie, Hsu Annie, Hsu's Sun Life Financial Experience May 2008 - June 2010
Job Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank January 2013 - Present
Scotiabank November 2010 - January 2013
Sun Life Financial May 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Mortgage Lending, Banking, Investment Strategies, Portfolio Management, Financial Advisory, Loans
Education
McGill University 2003 — 2007
B.Sci, Biochemistry
Scotiabank January 2013 - Present
Scotiabank November 2010 - January 2013
Sun Life Financial May 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Mortgage Lending, Banking, Investment Strategies, Portfolio Management, Financial Advisory, Loans
Education
McGill University 2003 — 2007
B.Sci, Biochemistry
Pierre Major Pierre Major's Sun Life Financial Experience 1991 - 1998
Job Senior Program Manager
Industry Outsourcing/Offshoring
Experience
Intact January 2015 - Present
PM Management July 2014 - Present
TELUS December 2008 - December 2014
Mercer 2005 - 2008
Morneau Sobeco 2001 - 2005
KPMG 1998 - 2001
Sun Life Financial 1991 - 1998
Skills
Change Management, Program Management, Outsourcing, Business Analysis, PMO, Process Improvement, SDLC, Vendor Management, Requirements Analysis, Project Management, Project Portfolio..., Project Delivery, PMP
Education
McGill University 1994 — 1998
Master of Business Administration (M.B.A.), Concentration in Finance, Information Systems and Policy
Université Laval 1987 — 1990
Bachelor's Degree, Actuarial Science
Marianopolis College 1986 — 1987
Diploma of Collegiate Studies (D.E.C.), Concentration in Pure and Applied Sciences
Intact January 2015 - Present
PM Management July 2014 - Present
TELUS December 2008 - December 2014
Mercer 2005 - 2008
Morneau Sobeco 2001 - 2005
KPMG 1998 - 2001
Sun Life Financial 1991 - 1998
Skills
Change Management, Program Management, Outsourcing, Business Analysis, PMO, Process Improvement, SDLC, Vendor Management, Requirements Analysis, Project Management, Project Portfolio..., Project Delivery, PMP
Education
McGill University 1994 — 1998
Master of Business Administration (M.B.A.), Concentration in Finance, Information Systems and Policy
Université Laval 1987 — 1990
Bachelor's Degree, Actuarial Science
Marianopolis College 1986 — 1987
Diploma of Collegiate Studies (D.E.C.), Concentration in Pure and Applied Sciences
Kim Halpin, PHR Kim Halpin, PHR's Sun Life Financial Experience May 2008 - August 2010
Job Director of Human Resources at Arms Acres
Industry Financial Services
Experience
Arms Acres January 2011 - Present
Sun Life Financial May 2008 - August 2010
IFMG June 1996 - June 2008
Independent Financial Marketing Group 1996 - 2008
Skills
PHR, Organizational..., Employee Relations, Recruiting, Training, Change Management, Employee Training, Leadership, Payroll, Insurance, Employee Benefits, Risk Management, Vendor Management, Personnel Management, Deferred Compensation, Management, SPHR, Human Resources
Education
Manhattanville College 2000 — 2002
Master of Science, Organizational Management and HR Development, 4.0
Saint Thomas Aquinas College 1990 — 1994
Bachelor of Arts, Literature
Arms Acres January 2011 - Present
Sun Life Financial May 2008 - August 2010
IFMG June 1996 - June 2008
Independent Financial Marketing Group 1996 - 2008
Skills
PHR, Organizational..., Employee Relations, Recruiting, Training, Change Management, Employee Training, Leadership, Payroll, Insurance, Employee Benefits, Risk Management, Vendor Management, Personnel Management, Deferred Compensation, Management, SPHR, Human Resources
Education
Manhattanville College 2000 — 2002
Master of Science, Organizational Management and HR Development, 4.0
Saint Thomas Aquinas College 1990 — 1994
Bachelor of Arts, Literature
Deepa Iyer Deepa Iyer's Sun Life Financial Experience August 2013 - Present
Job Application Designer, Siebel & OBIEE at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial November 2011 - July 2013
Tata Consultancy Services September 2008 - August 2011
Tata Consultancy Services January 2006 - August 2008
Tata Consultancy Services July 2004 - December 2006
Skills
Siebel, Oracle SQL, Unix, Oracle, Requirements Analysis, PL/SQL, SDLC, Solution Architecture, SQL, Unix Shell Scripting, SOA, Data Warehousing, ETL, Integration, Business Intelligence, OBIEE, CTI, Data Modeling, Informatica, Shell Scripting
Education
Maulana Azad National Institute of Technology 2000 — 2004
Bachelors of Engineering, Electrical Engineering
Sun Life Financial August 2013 - Present
Sun Life Financial November 2011 - July 2013
Tata Consultancy Services September 2008 - August 2011
Tata Consultancy Services January 2006 - August 2008
Tata Consultancy Services July 2004 - December 2006
Skills
Siebel, Oracle SQL, Unix, Oracle, Requirements Analysis, PL/SQL, SDLC, Solution Architecture, SQL, Unix Shell Scripting, SOA, Data Warehousing, ETL, Integration, Business Intelligence, OBIEE, CTI, Data Modeling, Informatica, Shell Scripting
Education
Maulana Azad National Institute of Technology 2000 — 2004
Bachelors of Engineering, Electrical Engineering
Andrée Roy Andrée Roy's Sun Life Financial Experience February 1986 - October 1999
Job Regional Director, Real Estate Financing at Otera Capital
Industry Financial Services
Experience
Otera Capital Senior Director, Real Estate FinancingCadimOctober 2006 - October 2008
RBC Royal Bank November 2002 - October 2006
Cadim October 1999 - November 2002
Sun Life Financial February 1986 - October 1999
Skills
Real Estate Financing, Real Estate, Due Diligence, Investment Properties, Loans, Finance, Commercial Real Estate, Real Estate Transactions, Commercial Mortgages, Real Estate Economics, Asset Management, Investments, Valuation, Mortgage Lending, Underwriting
Education
McGill University
BCom
Otera Capital Senior Director, Real Estate FinancingCadimOctober 2006 - October 2008
RBC Royal Bank November 2002 - October 2006
Cadim October 1999 - November 2002
Sun Life Financial February 1986 - October 1999
Skills
Real Estate Financing, Real Estate, Due Diligence, Investment Properties, Loans, Finance, Commercial Real Estate, Real Estate Transactions, Commercial Mortgages, Real Estate Economics, Asset Management, Investments, Valuation, Mortgage Lending, Underwriting
Education
McGill University
BCom
Andrew Hosein Andrew Hosein's Sun Life Financial Experience March 2012 - September 2012
Job Deskside support at Pfizer
Industry Information Technology and Services
Experience
Pfizer May 2013 - Present
None at present March 2003 - Present
Banque Laurentienne December 2012 - February 2013
Sun Life Financial March 2012 - September 2012
OS4 Techno July 2011 - January 2012
Cogeco Diffusion 2011 - 2011
Metro Inc. October 2010 - November 2010
IBM Global Services December 2004 - July 2009
NexInnovations February 2004 - December 2004
Wirewerks July 1996 - March 2001
Skills
Active Directory, XP, Outlook, Software Installation, Operating Systems, Documentation, Account Management, Windows, VPN, Windows Server, TCP/IP, Computer Hardware, Laptops, Troubleshooting, Microsoft Office, Hardware, Windows Server 2003, Windows Server 2008, System Administration, Problem Solving, Desktop Support, Excel, Windows 7, Word, Lotus Notes, Citrix, A+ Certified, Software Documentation
Education
McGill University 2009 — 2010
Certificate, Project Management
Champlain Regional College 2001 — 2002
ITP, Information Technology Professional
Pfizer May 2013 - Present
None at present March 2003 - Present
Banque Laurentienne December 2012 - February 2013
Sun Life Financial March 2012 - September 2012
OS4 Techno July 2011 - January 2012
Cogeco Diffusion 2011 - 2011
Metro Inc. October 2010 - November 2010
IBM Global Services December 2004 - July 2009
NexInnovations February 2004 - December 2004
Wirewerks July 1996 - March 2001
Skills
Active Directory, XP, Outlook, Software Installation, Operating Systems, Documentation, Account Management, Windows, VPN, Windows Server, TCP/IP, Computer Hardware, Laptops, Troubleshooting, Microsoft Office, Hardware, Windows Server 2003, Windows Server 2008, System Administration, Problem Solving, Desktop Support, Excel, Windows 7, Word, Lotus Notes, Citrix, A+ Certified, Software Documentation
Education
McGill University 2009 — 2010
Certificate, Project Management
Champlain Regional College 2001 — 2002
ITP, Information Technology Professional
John Speight's Sun Life Financial Experience October 2007 - June 2008
Job Customer Service Representative at Beaver Visitec International
Industry Legal Services
Experience
Beaver Visitec International June 2015 - Present
The Estate & Asset Protection Law Center of Dennis Sullivan & Associates July 2014 - Present
APPS Paramedical April 2012 - May 2014
Marketing Associates Insurance March 2011 - October 2011
Metropolitan Cabinet & Countertops January 2011 - March 2011
EDS June 2009 - May 2010
Sun Life Financial October 2007 - June 2008
Skills
Word, Excel, Microsoft Office, Data Entry, Administration, Billing, Facebook, Microsoft Word, Outlook, Microsoft Excel, Marketing, Customer Service, Event Planning, Time Management, Administrative...
Education
Massachusetts College of Liberal Arts 2002 — 2007
Marketing, Business
East Longmeadow High School 1999 — 2002
Beaver Visitec International June 2015 - Present
The Estate & Asset Protection Law Center of Dennis Sullivan & Associates July 2014 - Present
APPS Paramedical April 2012 - May 2014
Marketing Associates Insurance March 2011 - October 2011
Metropolitan Cabinet & Countertops January 2011 - March 2011
EDS June 2009 - May 2010
Sun Life Financial October 2007 - June 2008
Skills
Word, Excel, Microsoft Office, Data Entry, Administration, Billing, Facebook, Microsoft Word, Outlook, Microsoft Excel, Marketing, Customer Service, Event Planning, Time Management, Administrative...
Education
Massachusetts College of Liberal Arts 2002 — 2007
Marketing, Business
East Longmeadow High School 1999 — 2002
Mary De Luca Mary De Luca's Sun Life Financial Experience November 2010 - September 2012
Job Business System Consultant at Financière Sun Life
Industry Financial Services
Experience
Financière Sun Life September 2012 - Present
Sun Life Financial November 2010 - September 2012
Sun Life Financial February 2005 - November 2010
Skills
Insurance, Requirements Management, Deferred Compensation, Business Analysis, Process Improvement
Education
McGill University 1998 — 2001
Cerfitificate, Business Administration and Management, General
Financière Sun Life September 2012 - Present
Sun Life Financial November 2010 - September 2012
Sun Life Financial February 2005 - November 2010
Skills
Insurance, Requirements Management, Deferred Compensation, Business Analysis, Process Improvement
Education
McGill University 1998 — 2001
Cerfitificate, Business Administration and Management, General
Robert C. O'Brien Jr.'s Sun Life Financial Experience March 2009 - October 2010
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Kindness Keong, MBA, PMP Kindness Keong, MBA, PMP's Sun Life Financial Experience October 2004 - July 2012
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2013 - Present
McGill University September 2012 - August 2013
Sun Life Financial October 2004 - July 2012
McGill University January 2004 - August 2004
Net Integration Technologies January 2003 - August 2003
Skills
Business Analysis, Marketing Strategy, International..., Management Consulting, Business Strategy, SDLC, Requirements Analysis, Financial Modeling, Project Management, Business Intelligence, PMP, Management, IT Management, Strategy, IT Strategy, Business Process..., Project Portfolio..., Consulting, Software Project..., Leadership, Business Process, Requirements Gathering, Risk Management
Education
McGill University 2011 — 2013
Master of Business Administration (MBA), Global Strategy and Leadership, GPA 3.88
McGill University 1999 — 2004
B.Sc., Computer Science
Accenture September 2013 - Present
McGill University September 2012 - August 2013
Sun Life Financial October 2004 - July 2012
McGill University January 2004 - August 2004
Net Integration Technologies January 2003 - August 2003
Skills
Business Analysis, Marketing Strategy, International..., Management Consulting, Business Strategy, SDLC, Requirements Analysis, Financial Modeling, Project Management, Business Intelligence, PMP, Management, IT Management, Strategy, IT Strategy, Business Process..., Project Portfolio..., Consulting, Software Project..., Leadership, Business Process, Requirements Gathering, Risk Management
Education
McGill University 2011 — 2013
Master of Business Administration (MBA), Global Strategy and Leadership, GPA 3.88
McGill University 1999 — 2004
B.Sc., Computer Science
Jeff Wright Jeff Wright's Sun Life Financial Experience March 2011 - December 2011
Job RVP Life Sales, Symetra
Industry Insurance
Experience
Symetra March 2012 - Present
Sun Life Financial March 2011 - December 2011
Town of Newington, CT November 2007 - March 2011
Jeff Wright, CFP September 2005 - March 2011
Candidate for Connecticut State Treasurer April 2010 - November 2010
Pacific Life August 1999 - August 2005
Hartford Life 1997 - 1999
Thompson- Budar Insurance Agency September 1995 - May 1997
United States Marine Corps 1992 - 1997
MassMutual Financial Group June 1994 - May 1995
Skills
CFP, CLU, ChFC, Retirement Planning, Estate Planning, Annuities, Retirement, Long Term Care, Fixed Annuities, Mutual Funds, Series 7, Long-term Care, Training, Term Life Insurance, Financial Advisory, Small Business, 401k, Investments, Certified Financial..., Strategic Financial..., Series 6, Leadership, Life Insurance, Wealth Management, Disability Insurance, Insurance, Securities, Series 63, Financial Services, Wealth, Strategy, Financial Planners, Employee Benefits, Wealth Accumulation
Education
Marist College 1990 — 1994
BA, Economics
Newington High School 1986 — 1990
Symetra March 2012 - Present
Sun Life Financial March 2011 - December 2011
Town of Newington, CT November 2007 - March 2011
Jeff Wright, CFP September 2005 - March 2011
Candidate for Connecticut State Treasurer April 2010 - November 2010
Pacific Life August 1999 - August 2005
Hartford Life 1997 - 1999
Thompson- Budar Insurance Agency September 1995 - May 1997
United States Marine Corps 1992 - 1997
MassMutual Financial Group June 1994 - May 1995
Skills
CFP, CLU, ChFC, Retirement Planning, Estate Planning, Annuities, Retirement, Long Term Care, Fixed Annuities, Mutual Funds, Series 7, Long-term Care, Training, Term Life Insurance, Financial Advisory, Small Business, 401k, Investments, Certified Financial..., Strategic Financial..., Series 6, Leadership, Life Insurance, Wealth Management, Disability Insurance, Insurance, Securities, Series 63, Financial Services, Wealth, Strategy, Financial Planners, Employee Benefits, Wealth Accumulation
Education
Marist College 1990 — 1994
BA, Economics
Newington High School 1986 — 1990
Kelley Bernier Larkin Kelley Bernier Larkin's Sun Life Financial Experience October 2005 - January 2009
Job Sr. Business Analyst Private Client Group Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2005 - January 2009
Sun Life Financial October 2003 - October 2005
Sun Life Financial March 1999 - October 2003
Sun Life Financial April 1988 - March 1999
Education
Massachusetts Bay Community College
Accounting
Sun Life Financial October 2005 - January 2009
Sun Life Financial October 2003 - October 2005
Sun Life Financial March 1999 - October 2003
Sun Life Financial April 1988 - March 1999
Education
Massachusetts Bay Community College
Accounting
Val St Germain CFP® Val St Germain CFP®'s Sun Life Financial Experience June 2015 - Present
Job Estate and Financial Planning Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
TD Wealth Private Investment Advice July 2010 - April 2015
Brain Injury Association of Canada January 2010 - January 2011
Edward Jones Investments January 2008 - July 2010
Canadian Football League June 1994 - November 2007
Skills
Retirement, Estate Planning, Wealth, Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Critical Illness, Disability Insurance, Employee Benefits, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Management, Mortgage Lending, Securities, Strategic Financial...
Education
McGill University 1990 — 1994
B.Ed, English & History
Notre Dame HS, Ottawa 1988 — 1990
Sun Life Financial June 2015 - Present
TD Wealth Private Investment Advice July 2010 - April 2015
Brain Injury Association of Canada January 2010 - January 2011
Edward Jones Investments January 2008 - July 2010
Canadian Football League June 1994 - November 2007
Skills
Retirement, Estate Planning, Wealth, Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Critical Illness, Disability Insurance, Employee Benefits, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Management, Mortgage Lending, Securities, Strategic Financial...
Education
McGill University 1990 — 1994
B.Ed, English & History
Notre Dame HS, Ottawa 1988 — 1990
Brian Kirk Vidal's Sun Life Financial Experience 2009 - 2010
Job StudentatLaw
Industry Law Practice
Experience
Société de l'assurance automobile du Québec June 2015 - Present
McGill University Health Centre May 2005 - October 2014
Pro Bono Students Canada September 2013 - June 2014
NDG Quebec Liberal Party Association July 2010 - July 2013
Université de Montréal September 2011 - April 2012
Sun Life Financial 2009 - 2010
Skills
French, Public Relations, Teamwork, Social Media, Microsoft Excel, Microsoft Office, Analysis, Public Speaking, Team Leadership, Non-profits, Research, Fundraising, PowerPoint, English, Microsoft Word, Event Planning, Nonprofits, Training, Leadership, Time Management, Hockey
Education
Université de Montréal 2011 — 2014
LL.B., Law
McGill University 2004 — 2008
B.Sc., Kinesiology, Minor Political Science
Collège Jean-de-Brébeuf 2002 — 2004
D.E.C., Sciences Santé
College Stanislas 1997 — 2002
High School
Société de l'assurance automobile du Québec June 2015 - Present
McGill University Health Centre May 2005 - October 2014
Pro Bono Students Canada September 2013 - June 2014
NDG Quebec Liberal Party Association July 2010 - July 2013
Université de Montréal September 2011 - April 2012
Sun Life Financial 2009 - 2010
Skills
French, Public Relations, Teamwork, Social Media, Microsoft Excel, Microsoft Office, Analysis, Public Speaking, Team Leadership, Non-profits, Research, Fundraising, PowerPoint, English, Microsoft Word, Event Planning, Nonprofits, Training, Leadership, Time Management, Hockey
Education
Université de Montréal 2011 — 2014
LL.B., Law
McGill University 2004 — 2008
B.Sc., Kinesiology, Minor Political Science
Collège Jean-de-Brébeuf 2002 — 2004
D.E.C., Sciences Santé
College Stanislas 1997 — 2002
High School
Adam Greenspoon Adam Greenspoon's Sun Life Financial Experience 1995 - 1997
Job Project professional with extensive Operations experience in Financial Services and the Energy sector.
Industry Oil & Energy
Experience
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Natalia Khidirova Natalia Khidirova's Sun Life Financial Experience September 2013 - December 2013
Job Actuarial Analyst, International Consulting Group at Towers Watson
Industry Financial Services
Experience
Towers Watson August 2015 - Present
Towers Watson May 2014 - July 2015
Sun Life Financial September 2013 - December 2013
Bombardier Inc. April 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Analytical Skills, Actuarial Exams, Organization, Teamwork, Bilingualism, Actuarial Science
Education
Concordia University 2011 — 2014
Bachelor of Science (BSc), Actuarial Mathematics & Minor in Finance
Marianopolis College 2009 — 2011
DEC, Arts and Sciences
Royal West Academy 2004 — 2009
Diploma
Towers Watson August 2015 - Present
Towers Watson May 2014 - July 2015
Sun Life Financial September 2013 - December 2013
Bombardier Inc. April 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Analytical Skills, Actuarial Exams, Organization, Teamwork, Bilingualism, Actuarial Science
Education
Concordia University 2011 — 2014
Bachelor of Science (BSc), Actuarial Mathematics & Minor in Finance
Marianopolis College 2009 — 2011
DEC, Arts and Sciences
Royal West Academy 2004 — 2009
Diploma
Ryan Dubiel Ryan Dubiel's Sun Life Financial Experience July 2009 - July 2011
Job Regional Sales Director Worksite Benefits at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
The Hartford July 2011 - April 2015
Sun Life Financial July 2009 - July 2011
The McTigue Financial Group October 2007 - May 2009
KPMG LLP September 2005 - August 2007
Skills
Insurance, Employee Benefits, Financial Analysis, Disability Insurance, Strategic Financial..., Life Insurance, Accounting, Sales, Microsoft Excel, Customer Service, Account Management, Selling, Health Insurance, Leadership, Financial Planning, Underwriting, Brokers
Education
Marquette University 2000 — 2005
Bachelor of Science, Accounting/IT
St. Ignatius High School 1996 — 2000
MassMutual Financial Group July 2015 - Present
The Hartford July 2011 - April 2015
Sun Life Financial July 2009 - July 2011
The McTigue Financial Group October 2007 - May 2009
KPMG LLP September 2005 - August 2007
Skills
Insurance, Employee Benefits, Financial Analysis, Disability Insurance, Strategic Financial..., Life Insurance, Accounting, Sales, Microsoft Excel, Customer Service, Account Management, Selling, Health Insurance, Leadership, Financial Planning, Underwriting, Brokers
Education
Marquette University 2000 — 2005
Bachelor of Science, Accounting/IT
St. Ignatius High School 1996 — 2000
Sara Luvisi Sara Luvisi's Sun Life Financial Experience January 2000 - May 2006
Job Senior Paralegal at InterGen
Industry Utilities
Experience
InterGen Services, Inc. May 2006 - Present
Sun Life Financial January 2000 - May 2006
Skills
Notary Public
Education
Northeastern University 2007 — 2007
Paralegal Certificate, Paralegal Certificate
Massachusetts Bay Community College 1987 — 1989
Various Business Courses
Newbury College 1983 — 1985
Associates Degree
InterGen Services, Inc. May 2006 - Present
Sun Life Financial January 2000 - May 2006
Skills
Notary Public
Education
Northeastern University 2007 — 2007
Paralegal Certificate, Paralegal Certificate
Massachusetts Bay Community College 1987 — 1989
Various Business Courses
Newbury College 1983 — 1985
Associates Degree
Debbie Mackay Debbie Mackay's Sun Life Financial Experience July 2011 - August 2014
Job Blogger at Momsicle.ca
Industry Information Services
Experience
Momsicle.ca March 2014 - Present
Sun Life Financial July 2011 - August 2014
Thebump.ca June 2013 - March 2014
Sun Life Financial September 2010 - July 2011
Canadian Standards Association November 2007 - September 2010
Opportunity International 2008 - 2010
Allied Advertising February 2006 - November 2007
Campbell Company of Canada September 2005 - December 2005
Skills
Creative Development, Program Management, Internal Communications, Corporate Communications, Strategic Planning, Employee Engagement, Employee Relations, Social Media, Writing, Idea Generation, Media Relations, Creative Direction, Strategic Communications, Project Management, Integrated Marketing, Budgets, Marketing, Leadership, Event Planning
Education
Ryerson University 2012 — 2014
Nonprofit and Voluntary Sector Management Certificate
Seneca College of Applied Arts and Technology 2005 — 2005
Certificate, Corporate Communications
McGill University 2004 — 2004
Bilingual Certificate, French
Wilfrid Laurier University 1998 — 2002
BA, Communications, French
Universite Sophie Antipolis 2000 — 2001
French/Communications, French
Forest Heights Collegiate Institute
Momsicle.ca March 2014 - Present
Sun Life Financial July 2011 - August 2014
Thebump.ca June 2013 - March 2014
Sun Life Financial September 2010 - July 2011
Canadian Standards Association November 2007 - September 2010
Opportunity International 2008 - 2010
Allied Advertising February 2006 - November 2007
Campbell Company of Canada September 2005 - December 2005
Skills
Creative Development, Program Management, Internal Communications, Corporate Communications, Strategic Planning, Employee Engagement, Employee Relations, Social Media, Writing, Idea Generation, Media Relations, Creative Direction, Strategic Communications, Project Management, Integrated Marketing, Budgets, Marketing, Leadership, Event Planning
Education
Ryerson University 2012 — 2014
Nonprofit and Voluntary Sector Management Certificate
Seneca College of Applied Arts and Technology 2005 — 2005
Certificate, Corporate Communications
McGill University 2004 — 2004
Bilingual Certificate, French
Wilfrid Laurier University 1998 — 2002
BA, Communications, French
Universite Sophie Antipolis 2000 — 2001
French/Communications, French
Forest Heights Collegiate Institute
Tina Strebler, HIA Tina Strebler, HIA's Sun Life Financial Experience July 2007 - July 2013
Job Client Manager at Cigna
Industry Insurance
Experience
Cigna August 2013 - Present
Sun Life Financial July 2007 - July 2013
Genworth Financial November 2004 - July 2007
Sun Life Financial November 2004 - July 2007
Great-West Life 1992 - 2004
GREAT-WEST LIFE & ANNUITY January 2001 - January 2002
GREAT-WEST LIFE & ANNUITY (formerly General American Life Insurance Company) January 2000 - January 2001
GENERAL AMERICAN LIFE INSURANCE COMPANY January 1995 - January 2000
GENERAL AMERICAN LIFE INSURANCE COMPANY January 1992 - January 1994
Skills
Employee Benefits, Problem Solving, Sales Support, Account Management, Time Management, Disability Insurance, Insurance, Customer Satisfaction, Customer Retention, Sales, Sales Operations, Term Life Insurance, Recruiting, Underwriting, Cold Calling, Leadership, Brokers, Long-term Care, Selling, Life Insurance, Customer Service, Team Building, Financial Services, Marketing, Risk Management, Group Insurance, New Business Development, Critical Illness, Benefits Administration, Negotiation, Sales Management, Sales Presentations, Call Centers, Relationship Management, Health Savings Accounts, Direct Sales, Sales Process, COBRA, Claim, Workers Compensation, Commercial Insurance, Retirement
Education
Missouri College 1991 — 1992
Secretarial
Maryville University of Saint Louis 1989 — 1990
Business
Missouri Life and Health Insurance
Secretarial; BA, Business
St. Tim's
Cigna August 2013 - Present
Sun Life Financial July 2007 - July 2013
Genworth Financial November 2004 - July 2007
Sun Life Financial November 2004 - July 2007
Great-West Life 1992 - 2004
GREAT-WEST LIFE & ANNUITY January 2001 - January 2002
GREAT-WEST LIFE & ANNUITY (formerly General American Life Insurance Company) January 2000 - January 2001
GENERAL AMERICAN LIFE INSURANCE COMPANY January 1995 - January 2000
GENERAL AMERICAN LIFE INSURANCE COMPANY January 1992 - January 1994
Skills
Employee Benefits, Problem Solving, Sales Support, Account Management, Time Management, Disability Insurance, Insurance, Customer Satisfaction, Customer Retention, Sales, Sales Operations, Term Life Insurance, Recruiting, Underwriting, Cold Calling, Leadership, Brokers, Long-term Care, Selling, Life Insurance, Customer Service, Team Building, Financial Services, Marketing, Risk Management, Group Insurance, New Business Development, Critical Illness, Benefits Administration, Negotiation, Sales Management, Sales Presentations, Call Centers, Relationship Management, Health Savings Accounts, Direct Sales, Sales Process, COBRA, Claim, Workers Compensation, Commercial Insurance, Retirement
Education
Missouri College 1991 — 1992
Secretarial
Maryville University of Saint Louis 1989 — 1990
Business
Missouri Life and Health Insurance
Secretarial; BA, Business
St. Tim's
Alison Giordano Alison Giordano's Sun Life Financial Experience September 2010 - Present
Job Medical Underwriter
Industry Insurance
Experience
Sun Life Financial September 2010 - Present
Sun Life Financial November 2007 - September 2010
Nautilus Plus 2004 - 2007
Skills
Disability Insurance, Life Insurance, Health Insurance, Critical Illness, Underwriting, Group Insurance
Education
Concordia University 2011 — 2013
Graduate Diploma in Business Administration, John Molson School of Business, Dean's List
McGill University 2004 — 2007
Bachelor of Science, Honours, Kinesiology
Sun Life Financial September 2010 - Present
Sun Life Financial November 2007 - September 2010
Nautilus Plus 2004 - 2007
Skills
Disability Insurance, Life Insurance, Health Insurance, Critical Illness, Underwriting, Group Insurance
Education
Concordia University 2011 — 2013
Graduate Diploma in Business Administration, John Molson School of Business, Dean's List
McGill University 2004 — 2007
Bachelor of Science, Honours, Kinesiology
Patricia Jaworski Patricia Jaworski's Sun Life Financial Experience 1978 - 2011
Job Sr Leader in Corporate Travel & Meetings Mgmt w/experience in Virtual Meetings/Communications service delivery
Industry Financial Services
Experience
Sun Life Financial 1978 - 2011
Skills
Meeting Planning, Vendor Management, Event Planning, Strategic Sourcing, Travel Management, Cross-functional Team...
Education
Northeastern University 1985 — 1987
Hotel Management courses
Massachusetts Bay Community College 1976 — 1978
Associate, Business
Sun Life Financial 1978 - 2011
Skills
Meeting Planning, Vendor Management, Event Planning, Strategic Sourcing, Travel Management, Cross-functional Team...
Education
Northeastern University 1985 — 1987
Hotel Management courses
Massachusetts Bay Community College 1976 — 1978
Associate, Business
Paula Bernardino, MCM Paula Bernardino, MCM's Sun Life Financial Experience November 2011 - May 2013
Job Regional Communications and Corporate Responsibility Partner at RSA Canada
Industry Public Relations and Communications
Experience
RSA Canada May 2013 - Present
Sun Life Financial November 2011 - May 2013
IABC 2009 - 2013
Caisse Portugaise Desjardins 2009 - 2013
Massy-Forget Public Relations November 2010 - October 2011
Air Liquide Canada November 2008 - October 2010
TELUS June 2008 - October 2008
Skate Canada 2006 - 2008
Canadian Olympic Committee February 2004 - March 2006
Société des relationnistes du Québec 2004 - 2006
Skills
Internal Communications, Corporate Communications, Media Relations, Event Planning, Writing, Strategic Communications, Press Releases, Public Relations, Strategy, Editing, Marketing Communications, Newsletters, Sponsorship, Public Speaking, Event Management, Social Media, Communications Planning, Corporate Social..., Facebook, Blogging, French, Nonprofits
Education
McMaster University 2012 — 2015
Master of Communication Management, Communication Management
McGill University 2001 — 2003
Certificate, Public Relations Management
Concordia University 1999 — 2001
Graduate Diploma, Sports Administration
McGill University 1996 — 1999
Bachelor, Psychology
McMaster University
RSA Canada May 2013 - Present
Sun Life Financial November 2011 - May 2013
IABC 2009 - 2013
Caisse Portugaise Desjardins 2009 - 2013
Massy-Forget Public Relations November 2010 - October 2011
Air Liquide Canada November 2008 - October 2010
TELUS June 2008 - October 2008
Skate Canada 2006 - 2008
Canadian Olympic Committee February 2004 - March 2006
Société des relationnistes du Québec 2004 - 2006
Skills
Internal Communications, Corporate Communications, Media Relations, Event Planning, Writing, Strategic Communications, Press Releases, Public Relations, Strategy, Editing, Marketing Communications, Newsletters, Sponsorship, Public Speaking, Event Management, Social Media, Communications Planning, Corporate Social..., Facebook, Blogging, French, Nonprofits
Education
McMaster University 2012 — 2015
Master of Communication Management, Communication Management
McGill University 2001 — 2003
Certificate, Public Relations Management
Concordia University 1999 — 2001
Graduate Diploma, Sports Administration
McGill University 1996 — 1999
Bachelor, Psychology
McMaster University
Monica von Thaden's Sun Life Financial Experience May 2015 - Present
Job Manager, Business Systems Analysis at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2015 - Present
Toyota Canada Inc. September 2012 - May 2015
ADP February 2011 - August 2012
CAA South Central Ontario November 2009 - January 2011
RBC Royal Bank May 2008 - October 2009
MFX (Fairfax Financial) November 2006 - May 2008
ING Insurance Company of Canada September 2004 - October 2006
BCE Emergis October 2000 - November 2003
IBM Canada July 1985 - December 1995
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, Project Management, Business Requirements, Vendor Management, Analysis, Business Process Design, E-commerce, Banking, Management, CRM, Business Intelligence, Software Project..., Business Process, Business Process..., Insurance, Software Documentation, Systems Analysis, Business Process..., Process Improvement, UML, PMP, Integration, User Acceptance Testing, Project Portfolio..., Governance, SharePoint, Consulting, MS Project, Waterfall, Agile Methodologies, PMO, IT Strategy, Solution Architecture, Project Delivery, Data Warehousing, Team Leadership, Change Management, Information Technology, IT Management, Microsoft Project
Education
McGill University 1982 — 1985
Bachelor of Commerce (B.Com.), Marketing and Management Information Systems, Received with Distinction
Sun Life Financial May 2015 - Present
Toyota Canada Inc. September 2012 - May 2015
ADP February 2011 - August 2012
CAA South Central Ontario November 2009 - January 2011
RBC Royal Bank May 2008 - October 2009
MFX (Fairfax Financial) November 2006 - May 2008
ING Insurance Company of Canada September 2004 - October 2006
BCE Emergis October 2000 - November 2003
IBM Canada July 1985 - December 1995
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, Project Management, Business Requirements, Vendor Management, Analysis, Business Process Design, E-commerce, Banking, Management, CRM, Business Intelligence, Software Project..., Business Process, Business Process..., Insurance, Software Documentation, Systems Analysis, Business Process..., Process Improvement, UML, PMP, Integration, User Acceptance Testing, Project Portfolio..., Governance, SharePoint, Consulting, MS Project, Waterfall, Agile Methodologies, PMO, IT Strategy, Solution Architecture, Project Delivery, Data Warehousing, Team Leadership, Change Management, Information Technology, IT Management, Microsoft Project
Education
McGill University 1982 — 1985
Bachelor of Commerce (B.Com.), Marketing and Management Information Systems, Received with Distinction
David Nguyen, M.B.A., P.M.P. David Nguyen, M.B.A., P.M.P.'s Sun Life Financial Experience April 2015 - Present
Job IT Project Manager at Sun Life Financial
Industry Textiles
Experience
Sun Life Financial April 2015 - Present
Gildan February 2013 - April 2015
Bombardier Aerospace May 2010 - November 2012
AonHewitt June 2006 - May 2010
Standard Life 2002 - 2006
LGS Group 2001 - 2002
SITA 1999 - 2001
IBM Global Services 1998 - 1999
CN 1994 - 1998
Skills
MS Project, PMO, Change Management, Project Management, ITIL, Project Portfolio..., PMP, CRM, Integration, Disaster Recovery, Business Process, Business Process..., Strategy, Management
Education
McGill University 1997 — 2001
MBA, Concentration in Management Information Systems
University of Waterloo 1989 — 1994
Joint Honours Bachelor of Computer Science / Business Administration
Sun Life Financial April 2015 - Present
Gildan February 2013 - April 2015
Bombardier Aerospace May 2010 - November 2012
AonHewitt June 2006 - May 2010
Standard Life 2002 - 2006
LGS Group 2001 - 2002
SITA 1999 - 2001
IBM Global Services 1998 - 1999
CN 1994 - 1998
Skills
MS Project, PMO, Change Management, Project Management, ITIL, Project Portfolio..., PMP, CRM, Integration, Disaster Recovery, Business Process, Business Process..., Strategy, Management
Education
McGill University 1997 — 2001
MBA, Concentration in Management Information Systems
University of Waterloo 1989 — 1994
Joint Honours Bachelor of Computer Science / Business Administration
Jason Start Jason Start's Sun Life Financial Experience November 2004 - December 2009
Job Business Analyst (ECommerce) at Groupe Dynamite
Industry Retail
Experience
Groupe Dynamite July 2013 - Present
Zoetis July 2012 - July 2013
Larochelle Groupe Conseil July 2012 - July 2013
AmerisourceBergen Canada January 2010 - July 2012
Sun Life Financial November 2004 - December 2009
Royal Victoria Hospital (MUHC) October 2002 - November 2004
McDonalds Restaurants January 2000 - January 2002
McDonalds Restaurants January 1997 - January 2000
Skills
Business Intelligence, Microsoft Office, Business Objects, Analysis, Crystal Reports, SQL, Data Warehousing, Business Analysis, SQL Server, Customer Relations, Documentation, Web Intelligence, Excel, Data Modeling, Problem Solving, Data Analysis, Databases, Process Improvement, Data Mining, Healthcare, Analytics, Strategic Planning, Database Design, Requirements Analysis, Coaching, Project Management, Testing, Software Documentation, MS Project, Quality Assurance, Microsoft Excel, Leadership, Management, Program Management, Customer Service, SDLC, OBIEE, Retail
Education
McGill University 2000 — 2004
BCOM, Management of Information Systems, Entrepreneurial Studies and Marketing
Marianopolis College 1999 — 2000
Associate's degree, Commerce
Champlain College (St. Lambert Campus) 1998 — 1999
Associate's degree, Commerce
Howard S. Billings 1993 — 1998
High School
Groupe Dynamite July 2013 - Present
Zoetis July 2012 - July 2013
Larochelle Groupe Conseil July 2012 - July 2013
AmerisourceBergen Canada January 2010 - July 2012
Sun Life Financial November 2004 - December 2009
Royal Victoria Hospital (MUHC) October 2002 - November 2004
McDonalds Restaurants January 2000 - January 2002
McDonalds Restaurants January 1997 - January 2000
Skills
Business Intelligence, Microsoft Office, Business Objects, Analysis, Crystal Reports, SQL, Data Warehousing, Business Analysis, SQL Server, Customer Relations, Documentation, Web Intelligence, Excel, Data Modeling, Problem Solving, Data Analysis, Databases, Process Improvement, Data Mining, Healthcare, Analytics, Strategic Planning, Database Design, Requirements Analysis, Coaching, Project Management, Testing, Software Documentation, MS Project, Quality Assurance, Microsoft Excel, Leadership, Management, Program Management, Customer Service, SDLC, OBIEE, Retail
Education
McGill University 2000 — 2004
BCOM, Management of Information Systems, Entrepreneurial Studies and Marketing
Marianopolis College 1999 — 2000
Associate's degree, Commerce
Champlain College (St. Lambert Campus) 1998 — 1999
Associate's degree, Commerce
Howard S. Billings 1993 — 1998
High School
Bhuwan Singla Bhuwan Singla's Sun Life Financial Experience December 2013 - Present
Job Director Brighter Way Management System at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2013 - Present
Fujitsu Canada November 2012 - December 2013
Rolls-Royce Canada December 2010 - November 2012
St. Johns Packaging Ltd. August 2009 - November 2010
McGill University May 2009 - June 2009
Walter AG (Walter Tools) July 2004 - July 2008
Larsen & Toubro Limited January 2003 - June 2003
Skills
Lean Manufacturing, Six Sigma, Supply Chain Management, Manufacturing, MS Project, Kaizen, DMAIC, Supply Chain, Value Stream Mapping, Engineering, FMEA, PPAP, Process Improvement, Problem Solving, Continuous Improvement, SPC, Quality System, Quality Management, Microsoft Office, Customer Relations, Supplier Quality, APQP, Project Planning, Inventory Management, Excel, Operations Management, Visio, Supplier Management, Sales Support, Direct Sales, Sales Management, ISO, Project Management, Vendor Management, People Management, Program Management, Team Leadership, Business Development, Strategic Planning, Change Management
Education
McGill University 2008 — 2009
Master in Management, Global Operations & Supply Chain, 3.94/4.0
Punjab Engineering College
Bachelor of Engineering (B.Eng.), Production Engineer
Sun Life Financial December 2013 - Present
Fujitsu Canada November 2012 - December 2013
Rolls-Royce Canada December 2010 - November 2012
St. Johns Packaging Ltd. August 2009 - November 2010
McGill University May 2009 - June 2009
Walter AG (Walter Tools) July 2004 - July 2008
Larsen & Toubro Limited January 2003 - June 2003
Skills
Lean Manufacturing, Six Sigma, Supply Chain Management, Manufacturing, MS Project, Kaizen, DMAIC, Supply Chain, Value Stream Mapping, Engineering, FMEA, PPAP, Process Improvement, Problem Solving, Continuous Improvement, SPC, Quality System, Quality Management, Microsoft Office, Customer Relations, Supplier Quality, APQP, Project Planning, Inventory Management, Excel, Operations Management, Visio, Supplier Management, Sales Support, Direct Sales, Sales Management, ISO, Project Management, Vendor Management, People Management, Program Management, Team Leadership, Business Development, Strategic Planning, Change Management
Education
McGill University 2008 — 2009
Master in Management, Global Operations & Supply Chain, 3.94/4.0
Punjab Engineering College
Bachelor of Engineering (B.Eng.), Production Engineer
Rajinder Gupta Rajinder Gupta's Sun Life Financial Experience April 2010 - Present
Job Trusted Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2010 - Present
World Financial Group April 2009 - March 2010
Allanson International Inc. July 2006 - March 2009
Skills
Mutual Funds, Retirement Planning, Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Insurance, Financial Services, Risk Management, Life Insurance, Investments, Group Insurance, Disability Insurance, Finance, Customer Service, Wealth, Fixed Annuities, Estate Planning, Term Life Insurance, Long-term Care, Investment Advisory, Employee Benefits, Strategic Planning, Financial Analysis, Investment Strategies, Health Insurance, Asset Management, Pensions
Education
MANIT
Bachelor’s Degree, Electrical and Electronics Engineering
University of Toronto
Bachelor's degree, Electrical and Electronics Engineering
Sun Life Financial April 2010 - Present
World Financial Group April 2009 - March 2010
Allanson International Inc. July 2006 - March 2009
Skills
Mutual Funds, Retirement Planning, Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Insurance, Financial Services, Risk Management, Life Insurance, Investments, Group Insurance, Disability Insurance, Finance, Customer Service, Wealth, Fixed Annuities, Estate Planning, Term Life Insurance, Long-term Care, Investment Advisory, Employee Benefits, Strategic Planning, Financial Analysis, Investment Strategies, Health Insurance, Asset Management, Pensions
Education
MANIT
Bachelor’s Degree, Electrical and Electronics Engineering
University of Toronto
Bachelor's degree, Electrical and Electronics Engineering
Shi Yin (Michelle) Gao Shi Yin (Michelle) Gao's Sun Life Financial Experience January 2013 - April 2013
Job Actuarial Analyst at RSA
Industry Financial Services
Experience
RSA June 2015 - Present
Munich Re Canada May 2014 - May 2015
SCOR September 2013 - January 2014
Sun Life Financial January 2013 - April 2013
Manulife Financial May 2012 - August 2012
Manulife Financial September 2011 - December 2011
Statistics Canada January 2011 - April 2011
Skills
Actuarial Science, Valuation, Pricing, Actuarial modeling, Reporting & Analysis, Statistical Data..., Microsoft Office, GGY Axis, SAS programming, R, Python, Teamwork, Collaborative Problem..., Multi Tasking, Outstanding time..., Customer Service, SAS, Matlab
Education
University of Waterloo 2009 — 2014
Actuarial Science
Marianopolis College 2007 — 2009
Health Sciences
RSA June 2015 - Present
Munich Re Canada May 2014 - May 2015
SCOR September 2013 - January 2014
Sun Life Financial January 2013 - April 2013
Manulife Financial May 2012 - August 2012
Manulife Financial September 2011 - December 2011
Statistics Canada January 2011 - April 2011
Skills
Actuarial Science, Valuation, Pricing, Actuarial modeling, Reporting & Analysis, Statistical Data..., Microsoft Office, GGY Axis, SAS programming, R, Python, Teamwork, Collaborative Problem..., Multi Tasking, Outstanding time..., Customer Service, SAS, Matlab
Education
University of Waterloo 2009 — 2014
Actuarial Science
Marianopolis College 2007 — 2009
Health Sciences
Marta Venegas Marta Venegas's Sun Life Financial Experience June 2001 - February 2002
Job Professional Experienced Administrative Assistant
Industry
Experience
PwC December 2013 - April 2015
PwC March 2002 - May 2010
Sun Life Financial June 2001 - February 2002
Noranda Inc. September 1997 - November 1999
Mercantile & General Reinsurance Company November 1994 - August 1997
Skills
Executive Support, Priority Management, Organizational &..., Teamwork, Time and Calendar..., Customer Service, Client Relationship..., Interpersonal Skills, Meeting Scheduling, Events Coordination, Document Preparaton &..., Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Power Point, French, Bilingual, Trilingual, Spanish, Communication, Management, Administrative..., PowerPoint
Education
McGill University 1983 — 1990
Certificates, Human Resources Management and Public Relations Management
PwC December 2013 - April 2015
PwC March 2002 - May 2010
Sun Life Financial June 2001 - February 2002
Noranda Inc. September 1997 - November 1999
Mercantile & General Reinsurance Company November 1994 - August 1997
Skills
Executive Support, Priority Management, Organizational &..., Teamwork, Time and Calendar..., Customer Service, Client Relationship..., Interpersonal Skills, Meeting Scheduling, Events Coordination, Document Preparaton &..., Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Power Point, French, Bilingual, Trilingual, Spanish, Communication, Management, Administrative..., PowerPoint
Education
McGill University 1983 — 1990
Certificates, Human Resources Management and Public Relations Management
Isabelle Turcotte CPA, CMA Isabelle Turcotte CPA, CMA's Sun Life Financial Experience 1994 - 1999
Job VP Opérations chez Cosmétiques Interco (FACES)
Industry Cosmetics
Experience
Cosmétiques Interco (FACES) April 2014 - Present
Cosméco Inc (FACES) September 2007 - Present
Chambre de Commerce et d'industrie Royal Roussillon June 2014 - Present
Chambre de Commerce et d'industrie Royal Roussillon February 2013 - May 2014
Teleglobe 1998 - 2007
Sun Life Financial 1994 - 1999
Education
McGill University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
Cegep Bois-de-Boulogne 1989 — 1991
Science de l'administration
Cosmétiques Interco (FACES) April 2014 - Present
Cosméco Inc (FACES) September 2007 - Present
Chambre de Commerce et d'industrie Royal Roussillon June 2014 - Present
Chambre de Commerce et d'industrie Royal Roussillon February 2013 - May 2014
Teleglobe 1998 - 2007
Sun Life Financial 1994 - 1999
Education
McGill University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
Cegep Bois-de-Boulogne 1989 — 1991
Science de l'administration
Lilette Hickey Lilette Hickey's Sun Life Financial Experience October 1985 - April 2008
Job Owner at Platinum Salon &Day Spa
Industry Cosmetics
Experience
Hickey's plumbing 2001 - Present
Platinum Salon 2005 - October 2012
Sun Life Financial October 1985 - April 2008
Skills
Marketing Strategy, Retail, Marketing, Weddings, Social Media, Sales Management, Fashion, Sales, New Business Development, Strategic Planning
Education
Delaria School of Hair 1977 — 1977
Massachusetts Bay Community College 1974 — 1976
Associates Degree, Business/Commerce, General
Hickey's plumbing 2001 - Present
Platinum Salon 2005 - October 2012
Sun Life Financial October 1985 - April 2008
Skills
Marketing Strategy, Retail, Marketing, Weddings, Social Media, Sales Management, Fashion, Sales, New Business Development, Strategic Planning
Education
Delaria School of Hair 1977 — 1977
Massachusetts Bay Community College 1974 — 1976
Associates Degree, Business/Commerce, General
Yiyi Sun Yiyi Sun's Sun Life Financial Experience April 2015 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Teamwork, English, Social Media, Data Analysis, Sustainability, Photoshop, Personal Financial..., Estate Planning, Investment Advisory, Life Insurance, Health Insurance, Insurance
Education
McGill University 2010 — 2014
Bachelor of Science (B.Sc.)
Sun Life Financial April 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Teamwork, English, Social Media, Data Analysis, Sustainability, Photoshop, Personal Financial..., Estate Planning, Investment Advisory, Life Insurance, Health Insurance, Insurance
Education
McGill University 2010 — 2014
Bachelor of Science (B.Sc.)
Eugenia Moudilos's Sun Life Financial Experience September 2015 - Present
Job Wealth Sales Assistant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Imperial Tobacco Canada October 2012 - August 2015
Nobel 82 Deli September 2004 - September 2012
Palso June 2006 - August 2012
Skills
Speed Reading, Marketing Research, Teamwork, Writing Skills, PowerPoint, Creative Problem Solving, Microsoft Excel, Marketing, Market Research, Customer Service, SPSS, Sales, Management, Time Management, Microsoft Word, Public Speaking, Microsoft Office, French, Leadership
Education
John Molson School of Business, Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Marketing
Marianopolis College 2006 — 2008
DEC, Commerce
Collège Notre-Dame du Sacré-Cœur 2001 — 2006
Diplôme d’études secondaires (DES), Sciences
Sun Life Financial September 2015 - Present
Imperial Tobacco Canada October 2012 - August 2015
Nobel 82 Deli September 2004 - September 2012
Palso June 2006 - August 2012
Skills
Speed Reading, Marketing Research, Teamwork, Writing Skills, PowerPoint, Creative Problem Solving, Microsoft Excel, Marketing, Market Research, Customer Service, SPSS, Sales, Management, Time Management, Microsoft Word, Public Speaking, Microsoft Office, French, Leadership
Education
John Molson School of Business, Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Marketing
Marianopolis College 2006 — 2008
DEC, Commerce
Collège Notre-Dame du Sacré-Cœur 2001 — 2006
Diplôme d’études secondaires (DES), Sciences
Zachary Witter Zachary Witter's Sun Life Financial Experience August 2014 - Present
Job CSC Campaign Administrator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Insight August 2012 - December 2013
McGill University 2008 - 2012
National Institutes of Health/National Institute of Allergy and Infectious Disease May 2011 - August 2011
Potomac Woods Swim and Tennis Club May 2005 - September 2010
Skills
Dynamic Leader, Customer Relations, Bilingual, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Research, Teamwork, Microsoft Word, French, Public Speaking, Social Media Marketing, SPSS, Social Networking, Facebook, Time Management, Customer Satisfaction, Market Research, Marketing, Sales
Education
McGill University 2008 — 2012
Bachelor of Commerce (BCom), Marketing
Sun Life Financial August 2014 - Present
Insight August 2012 - December 2013
McGill University 2008 - 2012
National Institutes of Health/National Institute of Allergy and Infectious Disease May 2011 - August 2011
Potomac Woods Swim and Tennis Club May 2005 - September 2010
Skills
Dynamic Leader, Customer Relations, Bilingual, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Research, Teamwork, Microsoft Word, French, Public Speaking, Social Media Marketing, SPSS, Social Networking, Facebook, Time Management, Customer Satisfaction, Market Research, Marketing, Sales
Education
McGill University 2008 — 2012
Bachelor of Commerce (BCom), Marketing
Ryan Schrater Ryan Schrater's Sun Life Financial Experience June 2013 - Present
Job Area Operations Manager at Amazon
Industry Financial Services
Experience
Amazon February 2015 - Present
Sun Life Financial June 2013 - Present
Scottrade September 2012 - March 2013
Sebago Lakes Region Chamber of Commerce September 2012 - December 2012
Woodard & Curran September 2012 - November 2012
Cianbro Corporation September 2012 - November 2012
Hertz May 2011 - September 2012
Partners In Development, Inc January 2011 - January 2011
Skills
Problem Solving, Communication, Organizational..., Leadership Development, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Access, Entrepreneurship, Research, Social Media, Sales, Social Media Marketing, Customer Satisfaction, Team Leadership, Data Analysis, Networking, Public Speaking, Adobe Creative Suite, Motivation, QPS, Management, PowerPoint
Education
Massachusetts Institute of Technology 2013 — 2013
Entrepreneurship Studies, Entrepreneurship/Entrepreneurial Studies
St. Joseph's College (ME) 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management
Amazon February 2015 - Present
Sun Life Financial June 2013 - Present
Scottrade September 2012 - March 2013
Sebago Lakes Region Chamber of Commerce September 2012 - December 2012
Woodard & Curran September 2012 - November 2012
Cianbro Corporation September 2012 - November 2012
Hertz May 2011 - September 2012
Partners In Development, Inc January 2011 - January 2011
Skills
Problem Solving, Communication, Organizational..., Leadership Development, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Access, Entrepreneurship, Research, Social Media, Sales, Social Media Marketing, Customer Satisfaction, Team Leadership, Data Analysis, Networking, Public Speaking, Adobe Creative Suite, Motivation, QPS, Management, PowerPoint
Education
Massachusetts Institute of Technology 2013 — 2013
Entrepreneurship Studies, Entrepreneurship/Entrepreneurial Studies
St. Joseph's College (ME) 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management
Janice (McGuane) Adam, PMP, FLMI's Sun Life Financial Experience April 2011 - 2015
Job Director Business Project Program Manager, Private Exchanges, Consumer Business at Aetna
Industry Insurance
Experience
Sun Life Financial April 2011 - 2015
Sun Life Financial November 2008 - April 2011
Sun Life Financial June 2007 - November 2008
Genworth Financial 2002 - 2007
GE 2000 - 2003
Skills
Project Facilitation, Process Improvement, Business Analysis, Project Management, Risk Management, Change Management, Vendor Management, Requirements Gathering, Insurance, Business Process..., SDLC, Visio, Project Portfolio..., PMP, Business Process, Health Insurance, Leadership, Management, Employee Benefits, Life Insurance, Program Management, Strategy, Six Sigma, Analysis, Integration, Resource Management, Cross-functional Team..., Strategic Planning, Customer Service, Financial Services, Testing, Disability Insurance, Requirements Analysis
Education
Massachusetts College of Liberal Arts
BS, Business Administration
Sun Life Financial April 2011 - 2015
Sun Life Financial November 2008 - April 2011
Sun Life Financial June 2007 - November 2008
Genworth Financial 2002 - 2007
GE 2000 - 2003
Skills
Project Facilitation, Process Improvement, Business Analysis, Project Management, Risk Management, Change Management, Vendor Management, Requirements Gathering, Insurance, Business Process..., SDLC, Visio, Project Portfolio..., PMP, Business Process, Health Insurance, Leadership, Management, Employee Benefits, Life Insurance, Program Management, Strategy, Six Sigma, Analysis, Integration, Resource Management, Cross-functional Team..., Strategic Planning, Customer Service, Financial Services, Testing, Disability Insurance, Requirements Analysis
Education
Massachusetts College of Liberal Arts
BS, Business Administration
Cynthia Owens-Nix Cynthia Owens-Nix's Sun Life Financial Experience 2007 - 2010
Job Sr. Loan Closer at Firestone Financial
Industry Financial Services
Experience
Firestone Financial March 2011 - Present
Sun Life Financial 2007 - 2010
Sun Life Financial 2002 - 2007
Sun Life Financial 1997 - 2002
Skills
Loans, Real Estate Transactions, Valuation, Credit, Mortgage Lending, Due Diligence, Portfolio Management, Risk Management, Finance, Commercial Lending, Credit Analysis, Financial Risk, Real Estate, Credit Risk, Asset Management, Financial Analysis, Insurance, Commercial Mortgages, Investments, Loan Servicing, Commercial Real Estate
Education
Massachusetts Institute of Technology 2007 — 2007
MIT Center for Real Estate, Asset and Portfolio Management
American Law Institute/American Bar Association 2001 — 2001
Commercial Real Estate Leases, 2001
Millis High School 1985 — 1989
High School
Institute for Paralegal Education
The Paralegal's Role in Real Estate Transactions in Massachusetts, 2000
Massachusetts Continuing Legal Education
Commercial Real Estate Closings, 2000
National Business Institute
Advanced Principals of Title Insurance in Massachusetts, 1999
Newbury College
Associate in Science, Legal Studies, Legal Studies
Firestone Financial March 2011 - Present
Sun Life Financial 2007 - 2010
Sun Life Financial 2002 - 2007
Sun Life Financial 1997 - 2002
Skills
Loans, Real Estate Transactions, Valuation, Credit, Mortgage Lending, Due Diligence, Portfolio Management, Risk Management, Finance, Commercial Lending, Credit Analysis, Financial Risk, Real Estate, Credit Risk, Asset Management, Financial Analysis, Insurance, Commercial Mortgages, Investments, Loan Servicing, Commercial Real Estate
Education
Massachusetts Institute of Technology 2007 — 2007
MIT Center for Real Estate, Asset and Portfolio Management
American Law Institute/American Bar Association 2001 — 2001
Commercial Real Estate Leases, 2001
Millis High School 1985 — 1989
High School
Institute for Paralegal Education
The Paralegal's Role in Real Estate Transactions in Massachusetts, 2000
Massachusetts Continuing Legal Education
Commercial Real Estate Closings, 2000
National Business Institute
Advanced Principals of Title Insurance in Massachusetts, 1999
Newbury College
Associate in Science, Legal Studies, Legal Studies
Julie Mandeville Julie Mandeville's Sun Life Financial Experience 1995 - 2001
Job Directrice Ressources financières
Industry Government Administration
Experience
Lester B. Pearson School Board June 2014 - Present
Ville de Montréal-Ouest May 2009 - May 2014
Ville de Beaconsfield 2008 - 2009
Yellow Pages Group / Groupe Pages Jaunes – Canada 2006 - 2008
Rolls-Royce Canada 2001 - 2006
Sun Life Financial 1995 - 2001
Skills
Public Budgeting, Financial Accounting, Treasury Management, Financial Reporting, Internal Controls, Cost Accounting, Financial Analysis, Emotional Intelligence, Chan
Education
McGill University 1991 — 1994
Bachelor of Commerce (B.Com.), Comptabilité
Champlain Regional College
Lester B. Pearson School Board June 2014 - Present
Ville de Montréal-Ouest May 2009 - May 2014
Ville de Beaconsfield 2008 - 2009
Yellow Pages Group / Groupe Pages Jaunes – Canada 2006 - 2008
Rolls-Royce Canada 2001 - 2006
Sun Life Financial 1995 - 2001
Skills
Public Budgeting, Financial Accounting, Treasury Management, Financial Reporting, Internal Controls, Cost Accounting, Financial Analysis, Emotional Intelligence, Chan
Education
McGill University 1991 — 1994
Bachelor of Commerce (B.Com.), Comptabilité
Champlain Regional College
Jenni Gianotto-Hunt Jenni Gianotto-Hunt's Sun Life Financial Experience October 2005 - June 2012
Job Client Service Manager
Industry Insurance
Experience
Plante Moran Group Benefit Advisors II June 2013 - Present
Sun Life Financial October 2005 - June 2012
Macomb Benefits January 2003 - October 2005
US Health and Life January 2002 - September 2002
Joseph Aiello & Associates, Inc. July 2000 - June 2001
Liberty Union Life Assurance Company February 1998 - July 2000
Skills
Project Management, Relationship Development, Creative Problem Solving, Health Insurance, Insurance, PeopleSoft, Employee Benefits, Crystal Reports, Disability Insurance, Underwriting, Life Insurance, Customer Service, Strategic Planning, Vlookup, Customer Retention, Coaching, Ad Hoc Reporting, Microsoft Excel, EAP, Emergency Travel..., Voluntary Employee...
Education
Macomb Community College
Plante Moran Group Benefit Advisors II June 2013 - Present
Sun Life Financial October 2005 - June 2012
Macomb Benefits January 2003 - October 2005
US Health and Life January 2002 - September 2002
Joseph Aiello & Associates, Inc. July 2000 - June 2001
Liberty Union Life Assurance Company February 1998 - July 2000
Skills
Project Management, Relationship Development, Creative Problem Solving, Health Insurance, Insurance, PeopleSoft, Employee Benefits, Crystal Reports, Disability Insurance, Underwriting, Life Insurance, Customer Service, Strategic Planning, Vlookup, Customer Retention, Coaching, Ad Hoc Reporting, Microsoft Excel, EAP, Emergency Travel..., Voluntary Employee...
Education
Macomb Community College
Larry Elman's Sun Life Financial Experience September 2013 - Present
Job Sales Manager at Sun Life FinancialRecruiting Great People to Become Great Financial Advisors
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial October 2010 - September 2013
Skills
Critical Illness, Disability Insurance, Life Insurance, RRSPs, RESPs, Annuities, Segregated Funds, Recruiting, Tax Advantaged..., Coaching/Training, Team Building, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Planners, Retirement, Wealth Management, Wealth, Estate Planning, RESP, RRSP, Fixed Annuities, Financial Planning, Investments, Finance, Employee Benefits, Insurance
Education
University of Ottawa / Université d'Ottawa 1976 — 1979
Masters of Applied Criminology
McGill University 1972 — 1975
B.Com., Communications and Business
Sun Life Financial September 2013 - Present
Sun Life Financial October 2010 - September 2013
Skills
Critical Illness, Disability Insurance, Life Insurance, RRSPs, RESPs, Annuities, Segregated Funds, Recruiting, Tax Advantaged..., Coaching/Training, Team Building, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Planners, Retirement, Wealth Management, Wealth, Estate Planning, RESP, RRSP, Fixed Annuities, Financial Planning, Investments, Finance, Employee Benefits, Insurance
Education
University of Ottawa / Université d'Ottawa 1976 — 1979
Masters of Applied Criminology
McGill University 1972 — 1975
B.Com., Communications and Business
Dustin McClone Dustin McClone's Sun Life Financial Experience June 2004 - November 2005
Job Executive Vice President Employee Benefits at McClone
Industry Insurance
Experience
McClone January 2012 - Present
First National Bank - Fox Valley January 2010 - Present
Boys & Girls Club of the Fox Valley January 2013 - Present
Fox Cities Building for the Arts May 2013 - Present
United Way Fox Cities January 2009 - Present
United Way Fox Cities January 2007 - January 2013
McClone October 2005 - January 2012
Sun Life Financial June 2004 - November 2005
M&I Bank May 2003 - June 2004
M&I Bank May 2002 - May 2003
Skills
Risk Management, Wellness Programs, Benefits Strategy, Employee Benefits, Sales Presentations, Strategic Planning, Recruiting, Employee Wellness, Contract Negotiation, Insurance, Training, Sales, Strategy, Management, Customer Service, Program Management, Finance, COBRA, FMLA, Leadership, Team Building, Human Resources, Negotiation, Performance Management, Leadership Development, Employee Relations
Education
Marquette University 2000 — 2004
BA, Finance/Economics - Double Major, Psychology - Minor
St. Mary Central 1996 — 2000
McClone January 2012 - Present
First National Bank - Fox Valley January 2010 - Present
Boys & Girls Club of the Fox Valley January 2013 - Present
Fox Cities Building for the Arts May 2013 - Present
United Way Fox Cities January 2009 - Present
United Way Fox Cities January 2007 - January 2013
McClone October 2005 - January 2012
Sun Life Financial June 2004 - November 2005
M&I Bank May 2003 - June 2004
M&I Bank May 2002 - May 2003
Skills
Risk Management, Wellness Programs, Benefits Strategy, Employee Benefits, Sales Presentations, Strategic Planning, Recruiting, Employee Wellness, Contract Negotiation, Insurance, Training, Sales, Strategy, Management, Customer Service, Program Management, Finance, COBRA, FMLA, Leadership, Team Building, Human Resources, Negotiation, Performance Management, Leadership Development, Employee Relations
Education
Marquette University 2000 — 2004
BA, Finance/Economics - Double Major, Psychology - Minor
St. Mary Central 1996 — 2000
Cameron McIntosh Cameron McIntosh's Sun Life Financial Experience July 2015 - Present
Job MultiLine Claim Administrator at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2015 - Present
Royal Bank of Scotland January 2015 - June 2015
Mercer July 2014 - November 2014
John Hancock March 2012 - July 2014
Sun Life Financial August 2009 - January 2012
Computershare November 2007 - May 2009
First Marblehead April 2005 - September 2007
The Gillette Company January 2004 - December 2004
Skills
Insurance, Insurance Regulation, Insurance Law, Medicare, Medicare Advantage, Disability Insurance, Insurance Claims, General Insurance, Auto Insurunce, Homeowners Insurance, Life Insurance, Accounts Receivable, Analysis, Customer Service, Customer Relations, Call Centers, Accounting, Employee Benefits, Accounts Payable, Policy, Time Management, Outlook, Financial Analysis, Training, Microsoft Excel, Payroll, Lotus Notes, Auditing, Management, Budgets, Process Improvement, Administration, Data Analysis, Bookkeeping, Microsoft Office, Spreadsheets, PowerPoint, Invoicing, Leadership, Research, Team Building, Office Management, Microsoft Word, Financial Reporting, Musicians, Music, Live Sound, Stage Management, Musicianship, Bass Guitar
Education
Massachusetts Bay Community College
Accounting
Sun Life Financial July 2015 - Present
Royal Bank of Scotland January 2015 - June 2015
Mercer July 2014 - November 2014
John Hancock March 2012 - July 2014
Sun Life Financial August 2009 - January 2012
Computershare November 2007 - May 2009
First Marblehead April 2005 - September 2007
The Gillette Company January 2004 - December 2004
Skills
Insurance, Insurance Regulation, Insurance Law, Medicare, Medicare Advantage, Disability Insurance, Insurance Claims, General Insurance, Auto Insurunce, Homeowners Insurance, Life Insurance, Accounts Receivable, Analysis, Customer Service, Customer Relations, Call Centers, Accounting, Employee Benefits, Accounts Payable, Policy, Time Management, Outlook, Financial Analysis, Training, Microsoft Excel, Payroll, Lotus Notes, Auditing, Management, Budgets, Process Improvement, Administration, Data Analysis, Bookkeeping, Microsoft Office, Spreadsheets, PowerPoint, Invoicing, Leadership, Research, Team Building, Office Management, Microsoft Word, Financial Reporting, Musicians, Music, Live Sound, Stage Management, Musicianship, Bass Guitar
Education
Massachusetts Bay Community College
Accounting
Jason Gauthier Jason Gauthier's Sun Life Financial Experience May 2014 - August 2014
Job Summer Law Student at Dentons Canada LLP
Industry Financial Services
Experience
Dentons Canada LLP June 2015 - Present
Canadian Forces 2006 - Present
Sun Life Financial May 2014 - August 2014
H&R Block January 2013 - April 2013
Dubé Latreille Avocats 2009 - 2010
Skills
French, International Relations, Team Leadership, Microsoft Office, Research, English, Microsoft Excel, Leadership, Policy Analysis, Teamwork, Project Management, Analysis, Economics, Financial Analysis, PowerPoint, Data Analysis, Public Speaking, Critical Thinking, Political Science, SPSS
Education
McGill University 2013 — 2017
Bachelor of Civil Law/Bachelor of Laws (B.C.L./LL.B.)
Boreal College 2012 — 2012
Explore - French-Language Program, French Immersion
Rijksuniversiteit Groningen 2011 — 2011
Bilateral Exchange, Economics and Finance
McGill University 2008 — 2011
B.A., Economics
Vanier College 2005 — 2007
Diplôme d'études collégiales (DEC), Social Sciences
Dentons Canada LLP June 2015 - Present
Canadian Forces 2006 - Present
Sun Life Financial May 2014 - August 2014
H&R Block January 2013 - April 2013
Dubé Latreille Avocats 2009 - 2010
Skills
French, International Relations, Team Leadership, Microsoft Office, Research, English, Microsoft Excel, Leadership, Policy Analysis, Teamwork, Project Management, Analysis, Economics, Financial Analysis, PowerPoint, Data Analysis, Public Speaking, Critical Thinking, Political Science, SPSS
Education
McGill University 2013 — 2017
Bachelor of Civil Law/Bachelor of Laws (B.C.L./LL.B.)
Boreal College 2012 — 2012
Explore - French-Language Program, French Immersion
Rijksuniversiteit Groningen 2011 — 2011
Bilateral Exchange, Economics and Finance
McGill University 2008 — 2011
B.A., Economics
Vanier College 2005 — 2007
Diplôme d'études collégiales (DEC), Social Sciences
Karen Donnelly's Sun Life Financial Experience June 2001 - Present
Job Sr. Operations Manager at Delaware Life Holdings
Industry Financial Services
Experience
Delaware Life formerly Sun Life Assurance of Canada (US) August 2013 - Present
Sun Life Financial June 2001 - Present
State Street Research March 1999 - June 2001
First Data Corporation 1996 - 1999
Skills
Insurance, Mutual Funds, Process Improvement, Financial Services, Vendor Management, Management, Business Analysis, Securities, Analysis, Series 63, Compliance, Risk Management, Series 7, SOX, Relationship Management, Investments, Sarbanes-Oxley Act, Series 24, Vendor Relations, Mentoring, Budget Management, Proxy Voting, Operational Excellence
Education
Massachusetts College of Liberal Arts 1990 — 1994
Bachelor of Arts (B.A.), Sociology and Community Development
Morse and CRLS
Delaware Life formerly Sun Life Assurance of Canada (US) August 2013 - Present
Sun Life Financial June 2001 - Present
State Street Research March 1999 - June 2001
First Data Corporation 1996 - 1999
Skills
Insurance, Mutual Funds, Process Improvement, Financial Services, Vendor Management, Management, Business Analysis, Securities, Analysis, Series 63, Compliance, Risk Management, Series 7, SOX, Relationship Management, Investments, Sarbanes-Oxley Act, Series 24, Vendor Relations, Mentoring, Budget Management, Proxy Voting, Operational Excellence
Education
Massachusetts College of Liberal Arts 1990 — 1994
Bachelor of Arts (B.A.), Sociology and Community Development
Morse and CRLS
Derek Trimble's Sun Life Financial Experience September 2014 - May 2015
Job Product Development, Consumer Insights & Innovation, Strategy – Enhancing Profitability Through Innovation
Industry Financial Services
Experience
EIS Group May 2015 - Present
Sun Life Financial September 2014 - May 2015
Sun Life Financial 2012 - August 2014
Sun Life Financial 2010 - 2011
Sun Life Financial October 2005 - 2010
Sun Life Financial 2002 - 2005
EMC June 2000 - October 2002
Polaroid 1999 - 2000
Polaroid January 1993 - June 1997
Skills
Product Management, Program Management, Product Development, Cross-functional Team..., Consumer Insight, Insights Development, Innovation Frameworks, Personas, End-Consumer Testing, Experience Mapping and..., Business Strategy, Competitive Analysis, Opportunity..., Competitive Positioning, Business Case..., Strategy Development, Core R&D, Go-to-Market Strategy, Brand Development..., New Business Development, Product Lifecycle..., Project Prioritization, Project Alignment, Portfolio Management, Process Improvement, Risk Assessment, Risk Mitigation, Agile Methodologies, Team Management, Resource Development, Coaching, Mentoring, Succession Planning, Project Management, Strategy, Data Analysis, Business Planning, Forecasting, Executive Management, Market Research, Business Process..., Testing, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Go-to-market Strategy
Education
Massachusetts Institute of Technology 1997 — 1999
Master of Science (M.S.)
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
Master of Science, Management (M.B.A.)
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.)
EIS Group May 2015 - Present
Sun Life Financial September 2014 - May 2015
Sun Life Financial 2012 - August 2014
Sun Life Financial 2010 - 2011
Sun Life Financial October 2005 - 2010
Sun Life Financial 2002 - 2005
EMC June 2000 - October 2002
Polaroid 1999 - 2000
Polaroid January 1993 - June 1997
Skills
Product Management, Program Management, Product Development, Cross-functional Team..., Consumer Insight, Insights Development, Innovation Frameworks, Personas, End-Consumer Testing, Experience Mapping and..., Business Strategy, Competitive Analysis, Opportunity..., Competitive Positioning, Business Case..., Strategy Development, Core R&D, Go-to-Market Strategy, Brand Development..., New Business Development, Product Lifecycle..., Project Prioritization, Project Alignment, Portfolio Management, Process Improvement, Risk Assessment, Risk Mitigation, Agile Methodologies, Team Management, Resource Development, Coaching, Mentoring, Succession Planning, Project Management, Strategy, Data Analysis, Business Planning, Forecasting, Executive Management, Market Research, Business Process..., Testing, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Go-to-market Strategy
Education
Massachusetts Institute of Technology 1997 — 1999
Master of Science (M.S.)
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
Master of Science, Management (M.B.A.)
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.)
Richard F. LaRocque's Sun Life Financial Experience December 2003 - August 2008
Job Vice President, Compliance and Associate General Counsel at Ullico Inc.
Industry Financial Services
Experience
Ullico Inc. January 2015 - Present
Ullico Investment Advisors, Ullico Investment Company July 2011 - Present
Ullico Inc. September 2008 - Present
Sun Life Financial December 2003 - August 2008
Sun Life Financial May 2001 - December 2003
John Hancock March 1996 - May 2001
Education
New England Law Boston 2003 — 2007
Juris Doctorate
Massachusetts College of Liberal Arts 1987 — 1991
BS
Ullico Inc. January 2015 - Present
Ullico Investment Advisors, Ullico Investment Company July 2011 - Present
Ullico Inc. September 2008 - Present
Sun Life Financial December 2003 - August 2008
Sun Life Financial May 2001 - December 2003
John Hancock March 1996 - May 2001
Education
New England Law Boston 2003 — 2007
Juris Doctorate
Massachusetts College of Liberal Arts 1987 — 1991
BS
Scooter Joyce's Sun Life Financial Experience October 1992 - April 2002
Job Desktop Support Specialist at IDC Research
Industry Information Technology and Services
Experience
IDC Research March 2005 - Present
Sun Life Financial October 1992 - April 2002
Lotus Development 1989 - 1992
Skills
Network Administration, Servers, Blackberry Enterprise..., Lotus Notes, System Administration, Windows Server, VMware, VPN, Technical Support, Microsoft Technologies, Software Installation, Help Desk Support, Databases, Troubleshooting, Blackberry, Windows 7, Information Technology, HP, Group Policy, Data Center, IT Service Management, Operating Systems
Education
Quinsigamond Community College 1980 — 1981
Computer Electronics
Massachusetts Bay Community College 1978 — 1980
AD, Recreational Leadership
IDC Research March 2005 - Present
Sun Life Financial October 1992 - April 2002
Lotus Development 1989 - 1992
Skills
Network Administration, Servers, Blackberry Enterprise..., Lotus Notes, System Administration, Windows Server, VMware, VPN, Technical Support, Microsoft Technologies, Software Installation, Help Desk Support, Databases, Troubleshooting, Blackberry, Windows 7, Information Technology, HP, Group Policy, Data Center, IT Service Management, Operating Systems
Education
Quinsigamond Community College 1980 — 1981
Computer Electronics
Massachusetts Bay Community College 1978 — 1980
AD, Recreational Leadership
Carol Manning's Sun Life Financial Experience August 2010 - Present
Job Communications Officer at Sun Life Financial
Industry Public Relations and Communications
Experience
Sun Life Financial August 2010 - Present
Sun Life Financial 2005 - October 2010
Sun Life Financial 2002 - 2005
Sun Life Financial 2000 - 2002
Sun Life Financial 1998 - 2000
Sun Life Financial 1997 - 1998
Sun Life Financial 1996 - 1997
Sun Life Financial 1994 - 1996
Skills
Corporate Communications, Internal Communications, Editing, Management, Event Planning, Graphic Design, Marketing, Web Design, Employee Engagement, Cross-functional Team..., Marketing Communications, Intranet
Education
Northeastern University 2007 — 2010
Masters, Corporate and Organizational Communication
Massachusetts College of Art and Design
BA, Art Education
Northeastern University
BS, Graphic Design
Sun Life Financial August 2010 - Present
Sun Life Financial 2005 - October 2010
Sun Life Financial 2002 - 2005
Sun Life Financial 2000 - 2002
Sun Life Financial 1998 - 2000
Sun Life Financial 1997 - 1998
Sun Life Financial 1996 - 1997
Sun Life Financial 1994 - 1996
Skills
Corporate Communications, Internal Communications, Editing, Management, Event Planning, Graphic Design, Marketing, Web Design, Employee Engagement, Cross-functional Team..., Marketing Communications, Intranet
Education
Northeastern University 2007 — 2010
Masters, Corporate and Organizational Communication
Massachusetts College of Art and Design
BA, Art Education
Northeastern University
BS, Graphic Design
Lisa Beutel's Sun Life Financial Experience June 2014 - Present
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investors Group September 2007 - April 2014
Skills
Insurance, Strategic Financial..., Employee Benefits, Financial Services, Mutual Funds, Investments, Retirement, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Investment Strategies, Estate Planning, Management
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.)
Sun Life Financial June 2014 - Present
Investors Group September 2007 - April 2014
Skills
Insurance, Strategic Financial..., Employee Benefits, Financial Services, Mutual Funds, Investments, Retirement, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Investment Strategies, Estate Planning, Management
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.)
Kathy Leroux's Sun Life Financial Experience 2002 - 2003
Job Human Resources Professional
Industry Financial Services
Experience
Everest College September 2011 - 2015
CSI Global Education Inc. February 2006 - December 2009
First Canadian Title 2004 - 2005
Sun Life Financial 2002 - 2003
Spectrum Investments 1991 - 2002
Skills
Employee Benefits, Human Resources, Personnel Management, Recruiting, HR Policies, Marketing, Performance Management, Mergers, Onboarding, Talent Management, Change Management, Employee Engagement, Deferred Compensation, Management, Leadership, Employee Relations
Education
McGill University
CHRM, Human Resources Management
Everest College September 2011 - 2015
CSI Global Education Inc. February 2006 - December 2009
First Canadian Title 2004 - 2005
Sun Life Financial 2002 - 2003
Spectrum Investments 1991 - 2002
Skills
Employee Benefits, Human Resources, Personnel Management, Recruiting, HR Policies, Marketing, Performance Management, Mergers, Onboarding, Talent Management, Change Management, Employee Engagement, Deferred Compensation, Management, Leadership, Employee Relations
Education
McGill University
CHRM, Human Resources Management
Carlos Tremblay's Sun Life Financial Experience November 2013 - Present
Job Concepteur d'applications à la Financière Sun Life
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - Present
Absolunet March 2013 - October 2013
Progexia web solutions July 2011 - February 2013
Reader's Digest November 2009 - June 2011
TEKsystems October 2008 - November 2009
Sun Life Financial March 2005 - October 2008
Radio-Canada.ca December 2001 - March 2005
Institut supérieur d'informatique June 2001 - August 2001
Radio-Canada.ca April 1999 - June 2001
Institut supérieur d’informatique ISI February 1998 - February 1999
Skills
.NET, Agile Methodologies, ASP.NET, Scrum, Web Development, JavaScript, C#, Team Leadership, AJAX, Microsoft SQL Server, ASP, SQL, LINQ, UML, Web Applications, Architecture, Entity Framework, MySQL, T-SQL, Object Oriented Design, PHP, WCF, Test Driven Development, Design Patterns, Visual Studio, XSLT, jQuery, Java, XML, Web Services, Agile Project Management, SOAP, OOP, VB.NET, HTML 5, JSON, Subversion, Drupal, Linux, Software Development, TFS, ASP.NET MVC, CMS, IIS, REST, SOA, Architectures, CSS, WPF, webMethods Integration...
Education
Université du Québec - Télé-université 2011 — 2015
Programme court de 2e cycle, Technologie de l'information
Niagara Institute 2004 — 2004
Leadership program (3 1/2 days)
McGill University 1994 — 1997
B.Sc., Computer Science
Sun Life Financial November 2013 - Present
Absolunet March 2013 - October 2013
Progexia web solutions July 2011 - February 2013
Reader's Digest November 2009 - June 2011
TEKsystems October 2008 - November 2009
Sun Life Financial March 2005 - October 2008
Radio-Canada.ca December 2001 - March 2005
Institut supérieur d'informatique June 2001 - August 2001
Radio-Canada.ca April 1999 - June 2001
Institut supérieur d’informatique ISI February 1998 - February 1999
Skills
.NET, Agile Methodologies, ASP.NET, Scrum, Web Development, JavaScript, C#, Team Leadership, AJAX, Microsoft SQL Server, ASP, SQL, LINQ, UML, Web Applications, Architecture, Entity Framework, MySQL, T-SQL, Object Oriented Design, PHP, WCF, Test Driven Development, Design Patterns, Visual Studio, XSLT, jQuery, Java, XML, Web Services, Agile Project Management, SOAP, OOP, VB.NET, HTML 5, JSON, Subversion, Drupal, Linux, Software Development, TFS, ASP.NET MVC, CMS, IIS, REST, SOA, Architectures, CSS, WPF, webMethods Integration...
Education
Université du Québec - Télé-université 2011 — 2015
Programme court de 2e cycle, Technologie de l'information
Niagara Institute 2004 — 2004
Leadership program (3 1/2 days)
McGill University 1994 — 1997
B.Sc., Computer Science
Dennis McA'Nulty's Sun Life Financial Experience Conservation ConsultantKeyport LifeJanuary 1995 - September 2001
Job Market Research at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial Conservation ConsultantKeyport LifeJanuary 1995 - September 2001
Keyport Life Insurance 1995 - 2001
Skills
Fixed Annuities, Insurance, Analysis, Business Requirements, Retirement, Investments, Financial Services, Process Improvement
Education
Massachusetts College of Liberal Arts
BA, History
Sun Life Financial Conservation ConsultantKeyport LifeJanuary 1995 - September 2001
Keyport Life Insurance 1995 - 2001
Skills
Fixed Annuities, Insurance, Analysis, Business Requirements, Retirement, Investments, Financial Services, Process Improvement
Education
Massachusetts College of Liberal Arts
BA, History
Ann Irish's Sun Life Financial Experience July 2010 - July 2012
Job Account Manager at Stop Loss Insurance Services
Industry Insurance
Experience
AmWINS Group July 2014 - Present
Sun Life Financial - EBG July 2012 - June 2014
Sun Life Financial July 2010 - July 2012
Sun Life Financial February 2009 - July 2010
Sun Life Financial May 2002 - May 2005
Sun Life Financial January 1989 - December 2002
Skills
Underwriting, Insurance, Claims, Group Benefits, Employee Benefits, Financial Risk, Analysis, Brokers, Group Insurance, Management, Claim, Disability Insurance, Account Management, Customer Service, Health Insurance
Education
Massachusetts Bay Community College 1984 — 1985
General Business
AmWINS Group July 2014 - Present
Sun Life Financial - EBG July 2012 - June 2014
Sun Life Financial July 2010 - July 2012
Sun Life Financial February 2009 - July 2010
Sun Life Financial May 2002 - May 2005
Sun Life Financial January 1989 - December 2002
Skills
Underwriting, Insurance, Claims, Group Benefits, Employee Benefits, Financial Risk, Analysis, Brokers, Group Insurance, Management, Claim, Disability Insurance, Account Management, Customer Service, Health Insurance
Education
Massachusetts Bay Community College 1984 — 1985
General Business
Catherine Kahrs's Sun Life Financial Experience 1997 - 2008
Job New York Life
Industry Financial Services
Experience
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
Ashwini Gupte's Sun Life Financial Experience May 1999 - November 1999
Job Consultant Strategic Planning & Project Management
Industry Investment Banking
Experience
Fidelity Clearing Canada September 2014 - Present
Self Employed February 2013 - Present
ScotiaMcLeod September 2013 - December 2013
Richardson GMP Limited February 2010 - May 2012
GMP Securities December 2007 - February 2010
Mercer Human Resource Consulting March 2002 - November 2007
Mobshop Inc. 1999 - 2001
Sun Life Financial May 1999 - November 1999
Newcourt Credit Group January 1997 - May 1999
Skills
Business Analysis, Capital Markets, Financial Services, Securities, Wealth Management, Project Management, Strategic Planning, Vendor Relationships, Contract Management, Mergers & Acquisitions, Management Consulting, Strategy, Program Management, Cross-functional Team..., Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Strategy & Marketing
Maharashtra Institute of Technology 1992 — 1996
B. Engg., Computer Engineering
Fidelity Clearing Canada September 2014 - Present
Self Employed February 2013 - Present
ScotiaMcLeod September 2013 - December 2013
Richardson GMP Limited February 2010 - May 2012
GMP Securities December 2007 - February 2010
Mercer Human Resource Consulting March 2002 - November 2007
Mobshop Inc. 1999 - 2001
Sun Life Financial May 1999 - November 1999
Newcourt Credit Group January 1997 - May 1999
Skills
Business Analysis, Capital Markets, Financial Services, Securities, Wealth Management, Project Management, Strategic Planning, Vendor Relationships, Contract Management, Mergers & Acquisitions, Management Consulting, Strategy, Program Management, Cross-functional Team..., Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Strategy & Marketing
Maharashtra Institute of Technology 1992 — 1996
B. Engg., Computer Engineering
Javier Francisco Monzon Ramirez's Sun Life Financial Experience June 2010 - December 2010
Job SAP Consultant at Atlas Electronic Systems
Industry Information Technology and Services
Experience
Atlas Electronic Systems February 2014 - May 2015
Peerless Clothing Inc. September 2013 - February 2014
AltaLink March 2012 - February 2013
National Bank of Canada August 2011 - January 2012
Groupe St-Hubert January 2011 - July 2011
Sun Life Financial June 2010 - December 2010
Sandoz Pharmaceuticals January 2006 - December 2009
belairdirect / ING Canada August 2005 - January 2006
CN April 2004 - July 2005
Sandoz Pharmaceuticals December 2001 - March 2004
Skills
SOA, ABAP, XML, SAP XI, RFC, Java, IBM iSeries, EDIFACT, IBM Mainframe, EDI ANSI X12, SAP ERP, webMethods, Integration, SAP Netweaver, Business Intelligence, SAP R/3
Education
SAP AMERICAS 2012 — 2012
Certified Technology Consultant SAP Netweaver- Exchange Infrastructure & Integration 7.3, SAP PI (Process Integration) Netweaver 7.3
CDI College of Business & Technology 1995 — 1997
DEC, Analyst Programmer
McGill University
Management Information Systems, General, Pending
webMethods Trainning & Others
Atlas Electronic Systems February 2014 - May 2015
Peerless Clothing Inc. September 2013 - February 2014
AltaLink March 2012 - February 2013
National Bank of Canada August 2011 - January 2012
Groupe St-Hubert January 2011 - July 2011
Sun Life Financial June 2010 - December 2010
Sandoz Pharmaceuticals January 2006 - December 2009
belairdirect / ING Canada August 2005 - January 2006
CN April 2004 - July 2005
Sandoz Pharmaceuticals December 2001 - March 2004
Skills
SOA, ABAP, XML, SAP XI, RFC, Java, IBM iSeries, EDIFACT, IBM Mainframe, EDI ANSI X12, SAP ERP, webMethods, Integration, SAP Netweaver, Business Intelligence, SAP R/3
Education
SAP AMERICAS 2012 — 2012
Certified Technology Consultant SAP Netweaver- Exchange Infrastructure & Integration 7.3, SAP PI (Process Integration) Netweaver 7.3
CDI College of Business & Technology 1995 — 1997
DEC, Analyst Programmer
McGill University
Management Information Systems, General, Pending
webMethods Trainning & Others
Mary Evans, CHRL's Sun Life Financial Experience October 2010 - December 2012
Job Director of Talent at RSA Canada
Industry Insurance
Experience
RSA Canada April 2014 - Present
RSA Canada December 2012 - April 2014
Sun Life Financial October 2010 - December 2012
CST Consultants Inc. February 2010 - October 2010
Intact May 2008 - February 2010
Intact Financial Corporation (formerly ING Canada Inc.) August 2006 - May 2008
Environment Agency, Worthing, England January 2005 - June 2006
Chrysalis Group plc, London, England 2004 - 2005
Reckitt Benckiser plc, London, England 2002 - 2003
RONA, Toronto, Canada 2000 - 2001
Skills
Leadership Development, Talent Management, Performance Management, Change Management, Training, Leadership, Culture Change, Employee Engagement, Training Delivery, Onboarding, Management Development, Coaching, Blended Learning, Succession Planning, Psychometrics, Workshop Facilitation, Learning Technologies, E-Learning, Management
Education
Human Capital Institute
Human Capital Strategist Designation
University of Toronto - Ontario Institute for Studies in Education 2008 — 2009
HRPA
McGill University 1995 — 1999
Bachelor of Arts (B.A.)
Trinity College School, Port Hope, Canada 1993 — 1995
Head of House
RSA Canada April 2014 - Present
RSA Canada December 2012 - April 2014
Sun Life Financial October 2010 - December 2012
CST Consultants Inc. February 2010 - October 2010
Intact May 2008 - February 2010
Intact Financial Corporation (formerly ING Canada Inc.) August 2006 - May 2008
Environment Agency, Worthing, England January 2005 - June 2006
Chrysalis Group plc, London, England 2004 - 2005
Reckitt Benckiser plc, London, England 2002 - 2003
RONA, Toronto, Canada 2000 - 2001
Skills
Leadership Development, Talent Management, Performance Management, Change Management, Training, Leadership, Culture Change, Employee Engagement, Training Delivery, Onboarding, Management Development, Coaching, Blended Learning, Succession Planning, Psychometrics, Workshop Facilitation, Learning Technologies, E-Learning, Management
Education
Human Capital Institute
Human Capital Strategist Designation
University of Toronto - Ontario Institute for Studies in Education 2008 — 2009
HRPA
McGill University 1995 — 1999
Bachelor of Arts (B.A.)
Trinity College School, Port Hope, Canada 1993 — 1995
Head of House
Cem Ataoguz's Sun Life Financial Experience June 2008 - Present
Job
Industry Financial Services
Experience
Sun Life Financial June 2008 - Present
Sunlife Financial May 2007 - June 2008
Education
2002 — 2006
MA
Marmara University 1996 — 2001
BA
Sun Life Financial June 2008 - Present
Sunlife Financial May 2007 - June 2008
Education
2002 — 2006
MA
Marmara University 1996 — 2001
BA
William Chirolas's Sun Life Financial Experience 1990 - 1997
Job Owner, Lexishield
Industry Management Consulting
Experience
Lexishield 2008 - Present
Metropolitan Life 1997 - 2008
Sun Life Financial 1990 - 1997
Education
Massachusetts Institute of Technology 1961 — 1965
B. S., Math (minor in econ, physics, ee)
Lexishield 2008 - Present
Metropolitan Life 1997 - 2008
Sun Life Financial 1990 - 1997
Education
Massachusetts Institute of Technology 1961 — 1965
B. S., Math (minor in econ, physics, ee)
Adam Gutman's Sun Life Financial Experience September 2001 - August 2006
Job Director, Business Solutions Delivery at BDC
Industry Information Technology and Services
Experience
BDC April 2014 - Present
BDC February 2009 - Present
CGI August 2006 - January 2009
Sun Life Financial September 2001 - August 2006
Skills
Integration, Agile Methodologies, Team Leadership, Process Improvement, Business Strategy, Project Management, Business Analysis, PMO, IT Strategy, IT Management
Education
McGill University 2004 — 2008
MBA, Marketing
Tel Aviv University 2006 — 2006
MBA, International Exchange Program
McGill University 1998 — 2001
BComm, Information Systems
BDC April 2014 - Present
BDC February 2009 - Present
CGI August 2006 - January 2009
Sun Life Financial September 2001 - August 2006
Skills
Integration, Agile Methodologies, Team Leadership, Process Improvement, Business Strategy, Project Management, Business Analysis, PMO, IT Strategy, IT Management
Education
McGill University 2004 — 2008
MBA, Marketing
Tel Aviv University 2006 — 2006
MBA, International Exchange Program
McGill University 1998 — 2001
BComm, Information Systems
Stacie Minerella's Sun Life Financial Experience March 1996 - March 2006
Job Owner at Stacie's Station Family Daycare
Industry Education Management
Experience
Stacie's Station Family Daycare January 2006 - Present
Sun Life Financial March 1996 - March 2006
Education
Marietta College
Stacie's Station Family Daycare January 2006 - Present
Sun Life Financial March 1996 - March 2006
Education
Marietta College
Finola Flatley's Sun Life Financial Experience 1992 - 2004
Job Owner at BG King and Company
Industry Retail
Experience
The Purple Rose OwnerBG King and Company2014 - Present
Sun Life Financial 1992 - 2004
Ernst & Young 1989 - 1991
Skills
Information Technology, SDLC, IT Strategy, Business Analysis, Interior Design, Marketing
Education
Manhattan College 1984 — 1988
BS, Marketing, CIS
Bronx Science
The Purple Rose OwnerBG King and Company2014 - Present
Sun Life Financial 1992 - 2004
Ernst & Young 1989 - 1991
Skills
Information Technology, SDLC, IT Strategy, Business Analysis, Interior Design, Marketing
Education
Manhattan College 1984 — 1988
BS, Marketing, CIS
Bronx Science
Robert Mansbridge's Sun Life Financial Experience 2005 - 2009
Job IT Strategist at Henry Dortmans Associates
Industry Information Technology and Services
Experience
Henry Dortmans Associates November 2010 - Present
Aviva Canada April 2010 - November 2010
Sun Life Financial 2005 - 2009
ATI 2004 - 2005
Celestica Inc. 2002 - 2005
Nortel 1997 - 1999
Nortel Networks 1978 - 1999
Skills
Vendor Management, Program Management, IT Strategy, Enterprise Architecture, IT Management, Change Management, Integration, Business Analysis, Business Process..., Outsourcing, SDLC, Project Portfolio..., Business Transformation, Process Improvement, Leadership, IT Service Management, Strategy, ITIL, IT Operations
Education
Rotman School of Management 2010 — 2011
ICD-D, Directors Education Program
McGill University 1975 — 1976
MBA(1), Marketing
University of Southampton 1969 — 1972
BSC, Electrical Engineering
Henry Dortmans Associates November 2010 - Present
Aviva Canada April 2010 - November 2010
Sun Life Financial 2005 - 2009
ATI 2004 - 2005
Celestica Inc. 2002 - 2005
Nortel 1997 - 1999
Nortel Networks 1978 - 1999
Skills
Vendor Management, Program Management, IT Strategy, Enterprise Architecture, IT Management, Change Management, Integration, Business Analysis, Business Process..., Outsourcing, SDLC, Project Portfolio..., Business Transformation, Process Improvement, Leadership, IT Service Management, Strategy, ITIL, IT Operations
Education
Rotman School of Management 2010 — 2011
ICD-D, Directors Education Program
McGill University 1975 — 1976
MBA(1), Marketing
University of Southampton 1969 — 1972
BSC, Electrical Engineering
Peter Welgoss's Sun Life Financial Experience March 2001 - September 2006
Job Competitive IntelligenceAsset Management
Industry Financial Services
Experience
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Sukranie Darbhanga's Sun Life Financial Experience 1990 - 2003
Job Enterprise Risk Management Officer at Florida Community Bank
Industry Information Technology and Services
Experience
Florida Community Bank February 2014 - Present
Great Florida Bank 2009 - January 2014
Citrix Systems 2008 - 2009
Watson Pharmaceuticals 2004 - 2008
Sun Life Financial 1990 - 2003
Skills
Sarbanes-Oxley Act, GLBA, Information Security, Payment Industry, Reviews, IT Audit, CISA, CISSP, PCI DSS, Risk Assessment, Information Security..., Business Continuity, Enterprise Risk..., Risk Management, Internal Audit, Governance, Banking, Vulnerability Assessment, Security, Financial Risk, Information Technology, Security Awareness, Fraud, Network Security, Internal Controls, Vendor Management, Sarbanes-Oxley, Security Audits, Business Process, Auditing, Firewalls, SAS70, External Audit, IT Risk Management, ISO 27001, COBIT, Operational Risk...
Education
Certified Information Systems Audit & Control Association 1996 — 1997
CISA
McGill University 1990 — 1993
CGA
McGill University 1987 — 1989
B.A
Florida Community Bank February 2014 - Present
Great Florida Bank 2009 - January 2014
Citrix Systems 2008 - 2009
Watson Pharmaceuticals 2004 - 2008
Sun Life Financial 1990 - 2003
Skills
Sarbanes-Oxley Act, GLBA, Information Security, Payment Industry, Reviews, IT Audit, CISA, CISSP, PCI DSS, Risk Assessment, Information Security..., Business Continuity, Enterprise Risk..., Risk Management, Internal Audit, Governance, Banking, Vulnerability Assessment, Security, Financial Risk, Information Technology, Security Awareness, Fraud, Network Security, Internal Controls, Vendor Management, Sarbanes-Oxley, Security Audits, Business Process, Auditing, Firewalls, SAS70, External Audit, IT Risk Management, ISO 27001, COBIT, Operational Risk...
Education
Certified Information Systems Audit & Control Association 1996 — 1997
CISA
McGill University 1990 — 1993
CGA
McGill University 1987 — 1989
B.A
Richard Bray's Sun Life Financial Experience July 2001 - Present
Job Senior Director, Real Estate, Eastern Region at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2001 - Present
Crofton Moore 1998 - 2001
Standard Life 1994 - 1998
Education
McGill University 1982 — 1992
B.Comm., Post Graduate Courses in Public Accounting
Sun Life Financial July 2001 - Present
Crofton Moore 1998 - 2001
Standard Life 1994 - 1998
Education
McGill University 1982 — 1992
B.Comm., Post Graduate Courses in Public Accounting
Sergio Massuda's Sun Life Financial Experience 2006 - 2009
Job Business Data Analyst at Natixis Boston
Industry Human Resources
Experience
City of Boston November 2014 - Present
Natixis Boston August 2013 - October 2014
EMC December 2012 - August 2013
ZoomInfo May 2012 - August 2012
Edenred March 2010 - March 2012
Sun Life Financial 2006 - 2009
Bank of America September 2003 - February 2006
Barnes & Noble.com® December 2001 - February 2003
Skills
Access, Problem Solving, Process Improvement, Excel, Microsoft Office, Business Analysis, Outlook, Data Analysis, PowerPoint, Word, Compliance, Documentation, Customer Service, Customer Relations, Analysis, VBA, Visio, Windows, SharePoint, Research, Visual Basic, Insurance, Surveying, Adobe LiveCycle Designer, Adobe Connect, quarbon, Brio Query, Brio Reports, Business Objects, Software Documentation, Databases, Leadership, Sales
Education
Massachusetts College of Art and Design 1999 — 2000
Metals
City of Boston November 2014 - Present
Natixis Boston August 2013 - October 2014
EMC December 2012 - August 2013
ZoomInfo May 2012 - August 2012
Edenred March 2010 - March 2012
Sun Life Financial 2006 - 2009
Bank of America September 2003 - February 2006
Barnes & Noble.com® December 2001 - February 2003
Skills
Access, Problem Solving, Process Improvement, Excel, Microsoft Office, Business Analysis, Outlook, Data Analysis, PowerPoint, Word, Compliance, Documentation, Customer Service, Customer Relations, Analysis, VBA, Visio, Windows, SharePoint, Research, Visual Basic, Insurance, Surveying, Adobe LiveCycle Designer, Adobe Connect, quarbon, Brio Query, Brio Reports, Business Objects, Software Documentation, Databases, Leadership, Sales
Education
Massachusetts College of Art and Design 1999 — 2000
Metals
Michele Scavongelli's Sun Life Financial Experience March 2006 - December 2008
Job Equal Justice Works Fellow Sponsored by Bingham McCutchen, LLP
Industry Legal Services
Experience
The EdLaw Project September 2012 - Present
The EdLaw Project September 2012 - Present
Sun Life Financial March 2006 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2004 - June 2005
John Hancock Life Insurance Company (U.S.A.) 1997 - 2004
John Hancock Life Insurance Company (U.S.A.) 1979 - 1997
Skills
Insurance, Term Life Insurance, Long-term Care, Life Insurance, Risk Management, Strategic Planning, Investments, Management, Marketing, Change Management, Team Building, Negotiation, Public Speaking, Team Leadership, Account Management, Financial Analysis, Special Education..., Education Advocacy, Actuary, Strategy, Financial Services, Legal Research, Legal Writing
Education
Northeastern University School of Law 2009 — 2012
J.D., Public Interest Law
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.), Mathematics
The EdLaw Project September 2012 - Present
The EdLaw Project September 2012 - Present
Sun Life Financial March 2006 - December 2008
John Hancock Life Insurance Company (U.S.A.) April 2004 - June 2005
John Hancock Life Insurance Company (U.S.A.) 1997 - 2004
John Hancock Life Insurance Company (U.S.A.) 1979 - 1997
Skills
Insurance, Term Life Insurance, Long-term Care, Life Insurance, Risk Management, Strategic Planning, Investments, Management, Marketing, Change Management, Team Building, Negotiation, Public Speaking, Team Leadership, Account Management, Financial Analysis, Special Education..., Education Advocacy, Actuary, Strategy, Financial Services, Legal Research, Legal Writing
Education
Northeastern University School of Law 2009 — 2012
J.D., Public Interest Law
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.), Mathematics
Jordan Leff's Sun Life Financial Experience July 2008 - February 2011
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2012 - Present
The Sloman Foundation November 2008 - Present
Ipreo February 2011 - February 2012
Sun Life Financial July 2008 - February 2011
Skills
Financial Analysis, Investments, Bloomberg, Equities, Securities, Financial Markets, Capital Markets, Bloomberg Terminal, Series 7, Hedge Funds, Valuation, Financial Modeling, Equity Research, Investor Relations, Fixed Income
Education
Quinnipiac University 2004 — 2008
BA, Finance
Macquarie University
Credit Suisse February 2012 - Present
The Sloman Foundation November 2008 - Present
Ipreo February 2011 - February 2012
Sun Life Financial July 2008 - February 2011
Skills
Financial Analysis, Investments, Bloomberg, Equities, Securities, Financial Markets, Capital Markets, Bloomberg Terminal, Series 7, Hedge Funds, Valuation, Financial Modeling, Equity Research, Investor Relations, Fixed Income
Education
Quinnipiac University 2004 — 2008
BA, Finance
Macquarie University
Robert Tanner's Sun Life Financial Experience October 2009 - October 2014
Job Multimedia Producer, Motion Graphics Designer
Industry Design
Experience
Fidelity Investments November 2014 - Present
Sun Life Financial October 2009 - October 2014
Fidelity Investments July 2004 - February 2009
Fidelity Investments July 1997 - July 2004
Fidelity Investments July 1993 - July 1997
Skills
Adobe Creative Suite, Flash, Marketing Strategy, After Effects, Adobe Premiere, Video Editing, Video Production, Sound Editing, Photoshop, Animation, Premiere, Illustrator, Graphic Design, Layout, Graphics
Education
Massachusetts College of Art and Design 1980 — 1984
BFA, Illustration, Graphic Design
New England School of Art and Design 1980 — 1984
Continuing Education Program, Multimedia, Online Media
Fidelity Investments November 2014 - Present
Sun Life Financial October 2009 - October 2014
Fidelity Investments July 2004 - February 2009
Fidelity Investments July 1997 - July 2004
Fidelity Investments July 1993 - July 1997
Skills
Adobe Creative Suite, Flash, Marketing Strategy, After Effects, Adobe Premiere, Video Editing, Video Production, Sound Editing, Photoshop, Animation, Premiere, Illustrator, Graphic Design, Layout, Graphics
Education
Massachusetts College of Art and Design 1980 — 1984
BFA, Illustration, Graphic Design
New England School of Art and Design 1980 — 1984
Continuing Education Program, Multimedia, Online Media
Elizabeth Ohanian's Sun Life Financial Experience June 1999 - Present
Job Senior Group Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 1999 - Present
Skills
Disability Insurance, Health Insurance, Employee Benefits, Group Insurance, Insurance, Critical Illness, Life Insurance, Reinsurance, Risk Management, Underwriting, Benefits Administration, Customer Service, Sales, Management, Leadership, Business Strategy, Marketing Strategy, Negotiation, Coaching, Project Management
Education
McGill University 1991 — 1995
Bachelor's degree, Political Science and Government
Villa Maria 1983 — 1988
Alex Manoogian
alex Manoogian
Sun Life Financial June 1999 - Present
Skills
Disability Insurance, Health Insurance, Employee Benefits, Group Insurance, Insurance, Critical Illness, Life Insurance, Reinsurance, Risk Management, Underwriting, Benefits Administration, Customer Service, Sales, Management, Leadership, Business Strategy, Marketing Strategy, Negotiation, Coaching, Project Management
Education
McGill University 1991 — 1995
Bachelor's degree, Political Science and Government
Villa Maria 1983 — 1988
Alex Manoogian
alex Manoogian
Janice Kelly's Sun Life Financial Experience 1901 - 1902
Job Vice President Consulting Services at ENTAP, Inc.
Industry Management Consulting
Experience
ENTAP, Inc. February 2013 - Present
Accounting Management Solutions, Inc. April 2012 - December 2012
Integrity Business Services 2011 - 2012
Grant Thornton LLP 2009 - 2010
IBM 2005 - 2009
Covansys 2001 - 2001
KPMG US 1997 - 2001
Blue Cross Blue Shield of Massachusetts 1992 - 1994
Sun Life Financial 1901 - 1902
Skills
Financial Reporting, Management Consulting, Financial Advisory, Public Sector, ERP, Change Management, Business Management, Strategy Development, Government, Financial Analysis, Strategic Planning, Business Transformation, System Selection, IT Strategy, Performance Improvement, Business Process..., Professional Services, Governance, Finance Transformation, Documentation, IT Governance, Organizational Design, Compliance, Process Engineering, IT Transformation, Operating Models, Program Management, Financial Management, PMO, Outsourcing, Financial Accounting, Managerial Finance, Management, Consulting
Education
Massachusetts College of Liberal Arts 1980 — 1984
B.S., Accounting & Economics
ENTAP, Inc. February 2013 - Present
Accounting Management Solutions, Inc. April 2012 - December 2012
Integrity Business Services 2011 - 2012
Grant Thornton LLP 2009 - 2010
IBM 2005 - 2009
Covansys 2001 - 2001
KPMG US 1997 - 2001
Blue Cross Blue Shield of Massachusetts 1992 - 1994
Sun Life Financial 1901 - 1902
Skills
Financial Reporting, Management Consulting, Financial Advisory, Public Sector, ERP, Change Management, Business Management, Strategy Development, Government, Financial Analysis, Strategic Planning, Business Transformation, System Selection, IT Strategy, Performance Improvement, Business Process..., Professional Services, Governance, Finance Transformation, Documentation, IT Governance, Organizational Design, Compliance, Process Engineering, IT Transformation, Operating Models, Program Management, Financial Management, PMO, Outsourcing, Financial Accounting, Managerial Finance, Management, Consulting
Education
Massachusetts College of Liberal Arts 1980 — 1984
B.S., Accounting & Economics
Linda Makonis's Sun Life Financial Experience May 2015 - Present
Job Senior LTD Benefits Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial April 2012 - Present
Wilson Employment Newtworks, LLC/Noble Trust Company in Liquidation March 2008 - November 2011
Evans Law & Associates July 2008 - January 2010
LaFlamme, Barron & Chabot May 2003 - December 2006
Skills
Legal Research, Microsoft Office, PACER, Lexis Practice..., EZ-Filing Software, Mediation, Courts, Family Law, Calculator, Lexis, Amicus Attorney..., PCLaw Accounting..., PeopleSoft Accounting..., 10 key calculator, Quicken Home and..., Ultera Management..., Lotus Notes, Chess Accounting System
Education
Massachusetts School of Law
JD, Law
Sun Life Financial May 2015 - Present
Sun Life Financial April 2012 - Present
Wilson Employment Newtworks, LLC/Noble Trust Company in Liquidation March 2008 - November 2011
Evans Law & Associates July 2008 - January 2010
LaFlamme, Barron & Chabot May 2003 - December 2006
Skills
Legal Research, Microsoft Office, PACER, Lexis Practice..., EZ-Filing Software, Mediation, Courts, Family Law, Calculator, Lexis, Amicus Attorney..., PCLaw Accounting..., PeopleSoft Accounting..., 10 key calculator, Quicken Home and..., Ultera Management..., Lotus Notes, Chess Accounting System
Education
Massachusetts School of Law
JD, Law
Shamika Hoyt's Sun Life Financial Experience July 2012 - Present
Job Medical Stop Loss Account Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2012 - Present
Digital Insurance September 2009 - July 2011
Liberty Tax Service January 2006 - April 2011
Benefit Services September 2006 - August 2009
Boston Mutual Life Insurance Co August 1996 - August 2005
Skills
Vast knowledge of..., Small group and larg..., Knowledge in..., Licensed Life & Health..., Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Underwriting, Strategic Planning, Customer Service, Microsoft Excel, Outlook, Health Savings Accounts, PowerPoint, Human Resources, Insurance, Microsoft Office, Accounting, Marketing, Public Speaking, Organizational..., Employee Training, Negotiation, New Business Development, Auditing, Long-term Care, Healthcare, Life Insurance, Microsoft Word, Vendor Management, Term Life Insurance, Employee Relations, Analysis, Change Management, Medicare, Payroll, Sales, Team Building, Account Management, Leadership, Process Improvement, Small Business, Training, Access, Finance
Education
Massasoit Community College 1993 — 1996
Associates, Accounting and Business/Management
Diploma Stoughton High School 1989 — 1992
Dipolma, Accounting and Computer Science
Sun Life Financial July 2012 - Present
Digital Insurance September 2009 - July 2011
Liberty Tax Service January 2006 - April 2011
Benefit Services September 2006 - August 2009
Boston Mutual Life Insurance Co August 1996 - August 2005
Skills
Vast knowledge of..., Small group and larg..., Knowledge in..., Licensed Life & Health..., Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Underwriting, Strategic Planning, Customer Service, Microsoft Excel, Outlook, Health Savings Accounts, PowerPoint, Human Resources, Insurance, Microsoft Office, Accounting, Marketing, Public Speaking, Organizational..., Employee Training, Negotiation, New Business Development, Auditing, Long-term Care, Healthcare, Life Insurance, Microsoft Word, Vendor Management, Term Life Insurance, Employee Relations, Analysis, Change Management, Medicare, Payroll, Sales, Team Building, Account Management, Leadership, Process Improvement, Small Business, Training, Access, Finance
Education
Massasoit Community College 1993 — 1996
Associates, Accounting and Business/Management
Diploma Stoughton High School 1989 — 1992
Dipolma, Accounting and Computer Science
Daniel Luthi's Sun Life Financial Experience May 2010 - Present
Job Application Analyst at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial May 2010 - Present
Consultation Luthi Inc. July 1998 - Present
RBC May 2008 - October 2009
Sunlife Financial June 2007 - May 2008
RBC July 2006 - May 2007
Sunlife Financial January 2005 - March 2006
Sunlife Financial August 2004 - December 2004
Sunlife Financial September 2002 - December 2003
Air Canada Technical Services March 2001 - July 2001
Credit Suisse 1992 - 1996
Education
McGill University 1997 — 2001
Certificate, Information Software Technology
IT Training Centre Credit Suisse 1992 — 1992
Certificate, Software Technology
Kaufmännische Berufschule Liestal 1980 — 1983
Cerificate of Proficiency, Commerce (Banking)
Sun Life Financial May 2010 - Present
Consultation Luthi Inc. July 1998 - Present
RBC May 2008 - October 2009
Sunlife Financial June 2007 - May 2008
RBC July 2006 - May 2007
Sunlife Financial January 2005 - March 2006
Sunlife Financial August 2004 - December 2004
Sunlife Financial September 2002 - December 2003
Air Canada Technical Services March 2001 - July 2001
Credit Suisse 1992 - 1996
Education
McGill University 1997 — 2001
Certificate, Information Software Technology
IT Training Centre Credit Suisse 1992 — 1992
Certificate, Software Technology
Kaufmännische Berufschule Liestal 1980 — 1983
Cerificate of Proficiency, Commerce (Banking)
Robert Frasca's Sun Life Financial Experience June 1992 - September 1999
Job Actuary at Ernst & Young
Industry Insurance
Experience
Ernst & Young October 1999 - Present
Sun Life Financial June 1992 - September 1999
New England Financial June 1983 - June 1992
Education
Massachusetts Institute of Technology 1979 — 1983
SB, Mathematics, Economics
Ernst & Young October 1999 - Present
Sun Life Financial June 1992 - September 1999
New England Financial June 1983 - June 1992
Education
Massachusetts Institute of Technology 1979 — 1983
SB, Mathematics, Economics
Aaron Majka's Sun Life Financial Experience March 2007 - September 2010
Job SMB Core Technology Account Manager South Florida
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Oracle August 2012 - June 2014
Jefferson National September 2010 - May 2012
Sun Life Financial March 2007 - September 2010
John Hancock Financial Services February 2005 - March 2007
Skills
Enterprise Software, Solution Selling, SaaS, Channel Partners, Management, Mutual Funds, Siebel, Salesforce.com, Professional Services, Cloud Computing, Sales Process, Oracle, Direct Sales, CRM, Variable Annuities, Series 6, Series 63, Virtualization, Data Center, Personal Branding, Financial Markets, Product Development, Business Planning, Wholesale, Life Insurance, High Availability, Big Data, Hardware Servers, Presentations, Oracle Database..., Oracle Virtual Network..., Sales Presentation..., Relationship..., Process Implementation, Client Development, Oracle Engineer Systems, Stock Market, Limited Partnerships, Engineer Systems, IaaS, Networking, ERP, PaaS, Database Security, Identity Management, DBaaS, Sales Presentations
Education
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor's degree, Finance
Ludlow High School 1992 — 1996
Oracle June 2014 - Present
Oracle August 2012 - June 2014
Jefferson National September 2010 - May 2012
Sun Life Financial March 2007 - September 2010
John Hancock Financial Services February 2005 - March 2007
Skills
Enterprise Software, Solution Selling, SaaS, Channel Partners, Management, Mutual Funds, Siebel, Salesforce.com, Professional Services, Cloud Computing, Sales Process, Oracle, Direct Sales, CRM, Variable Annuities, Series 6, Series 63, Virtualization, Data Center, Personal Branding, Financial Markets, Product Development, Business Planning, Wholesale, Life Insurance, High Availability, Big Data, Hardware Servers, Presentations, Oracle Database..., Oracle Virtual Network..., Sales Presentation..., Relationship..., Process Implementation, Client Development, Oracle Engineer Systems, Stock Market, Limited Partnerships, Engineer Systems, IaaS, Networking, ERP, PaaS, Database Security, Identity Management, DBaaS, Sales Presentations
Education
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor's degree, Finance
Ludlow High School 1992 — 1996
Pierre Gagne's Sun Life Financial Experience November 1980 - May 1983
Job Owner, Petrus Commercial Realty Corp.
Industry Commercial Real Estate
Experience
Petrus Commercial Realty Corp. January 2005 - Present
Petrus Commercial Realty Corp. January 2004 - Present
Royal lepage Commercial Real Estate LTD 1985 - 2004
Sun Life Financial November 1980 - May 1983
Skills
Real Estate, Investment Properties, Real Estate Development, Disposition, Brokerage, Investments, Commercial Real Estate, Due Diligence, Leases, Asset Management, Property Management, Valuation, Real Property, Property, Dispositions, Negotiation, Corporate Real Estate, Landlords, Location Intelligence, Real Estate Transactions, Tenant, Shopping Centers, Commercial Leasing, Management, Real Estate Financing, Lease Negotiations, Buyer Representation, Sales, Acquisitions, Apartments, Land Acquisition, Land Development, Appraisals, Strategic Planning, Income Properties, Asset Managment, Joint Ventures, Investors, Rentals, Townhomes, Tenant Representation, Selling, Foreclosures, Condos, Portfolio Management, Commercial Mortgages, Sellers, Referrals
Education
The University of Western Ontario 1983 — 1985
MBA
McGill University 1978 — 1980
B.Comm., Urban Planning and Real Estate Analysis
Petrus Commercial Realty Corp. January 2005 - Present
Petrus Commercial Realty Corp. January 2004 - Present
Royal lepage Commercial Real Estate LTD 1985 - 2004
Sun Life Financial November 1980 - May 1983
Skills
Real Estate, Investment Properties, Real Estate Development, Disposition, Brokerage, Investments, Commercial Real Estate, Due Diligence, Leases, Asset Management, Property Management, Valuation, Real Property, Property, Dispositions, Negotiation, Corporate Real Estate, Landlords, Location Intelligence, Real Estate Transactions, Tenant, Shopping Centers, Commercial Leasing, Management, Real Estate Financing, Lease Negotiations, Buyer Representation, Sales, Acquisitions, Apartments, Land Acquisition, Land Development, Appraisals, Strategic Planning, Income Properties, Asset Managment, Joint Ventures, Investors, Rentals, Townhomes, Tenant Representation, Selling, Foreclosures, Condos, Portfolio Management, Commercial Mortgages, Sellers, Referrals
Education
The University of Western Ontario 1983 — 1985
MBA
McGill University 1978 — 1980
B.Comm., Urban Planning and Real Estate Analysis
Anne-Marie Blais , CRHA's Sun Life Financial Experience July 2015 - Present
Job Gestionnaire, Acquisition de Talents chez Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial July 2015 - Present
CAE January 2014 - July 2015
Randstad October 2008 - December 2013
Randstad May 2007 - October 2008
Randstad May 2005 - May 2007
Randstad May 2004 - May 2005
Randstad February 2004 - May 2004
Pharmaprix December 2003 - February 2004
Trisotech 2002 - 2003
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Contract Recruitment, Temporary Staffing, Permanent Placement, Human Resources, Sourcing, Talent Management, Coaching, Staffing Services, Temporary Placement, Performance Management, French, Change Management, Customer Service, Internet Recruiting, Recruitment Advertising, Executive Search, Organizational...
Education
McGill University 2003 — 2005
Graduate Certificate, Marketing
Université de Sherbrooke 2000 — 2003
BAA, Human Resources
Sun Life Financial July 2015 - Present
CAE January 2014 - July 2015
Randstad October 2008 - December 2013
Randstad May 2007 - October 2008
Randstad May 2005 - May 2007
Randstad May 2004 - May 2005
Randstad February 2004 - May 2004
Pharmaprix December 2003 - February 2004
Trisotech 2002 - 2003
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Contract Recruitment, Temporary Staffing, Permanent Placement, Human Resources, Sourcing, Talent Management, Coaching, Staffing Services, Temporary Placement, Performance Management, French, Change Management, Customer Service, Internet Recruiting, Recruitment Advertising, Executive Search, Organizational...
Education
McGill University 2003 — 2005
Graduate Certificate, Marketing
Université de Sherbrooke 2000 — 2003
BAA, Human Resources
Bob Salipante's Sun Life Financial Experience October 2008 - October 2009
Job President at Salipante Consulting LLC
Industry Financial Services
Experience
Orchid Insurance November 2014 - Present
Gryphon Investors April 2012 - Present
Salipante Consulting LLC January 2011 - Present
Sun Life Financial October 2008 - October 2009
Sun Life Financial February 2003 - September 2008
Deluxe Corporation November 1996 - May 2005
Sustainable Business Strategies, LLC September 2002 - February 2003
ING October 2001 - April 2002
ING September 2000 - October 2001
Reliastar Financial Corp July 1999 - August 2000
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1981
Master's Degree, Master of Science, Management
University of Michigan 1974 — 1978
Bachelor's Degree, Economics
Orchid Insurance November 2014 - Present
Gryphon Investors April 2012 - Present
Salipante Consulting LLC January 2011 - Present
Sun Life Financial October 2008 - October 2009
Sun Life Financial February 2003 - September 2008
Deluxe Corporation November 1996 - May 2005
Sustainable Business Strategies, LLC September 2002 - February 2003
ING October 2001 - April 2002
ING September 2000 - October 2001
Reliastar Financial Corp July 1999 - August 2000
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1981
Master's Degree, Master of Science, Management
University of Michigan 1974 — 1978
Bachelor's Degree, Economics
Danielle Morin, FCIA, FSA, ICD.D's Sun Life Financial Experience 1977 - 1990
Job Member of the Board of Industrielle Alliance , Assurances et services financiers
Industry Investment Management
Experience
Industrielle Alliance May 2014 - Present
Premières en affaires Inc. March 2014 - Present
Fondation de l'Université Laval 2010 - Present
Standard Life Investments 2006 - February 2013
Assuris 2003 - 2006
PSP Investments 2001 - 2005
Canagex / Elantis 1999 - 2001
Desjardins-Laurentian Life Sector 1994 - 1999
Laurentian Imperial 1990 - 1994
Sun Life Financial 1977 - 1990
Skills
Business Strategy, Mergers, Risk Management, Asset Managment, Executive Management, Client Representation, Marketing, Mergers & Acquisitions, Asset Management, Valuation, Pensions, Finance, Employee Benefits, Actuarial Science, Leadership, Financial Risk, Pension Funds, Insurance, Portfolio Management, Investment Strategies, Financial Services, Defined Benefit
Education
McGill University 2010 — 2010
Director Education Program
Université Laval 1974 — 1977
Bachelor of Applied Science (BASc), Actuarial Sciences
Industrielle Alliance May 2014 - Present
Premières en affaires Inc. March 2014 - Present
Fondation de l'Université Laval 2010 - Present
Standard Life Investments 2006 - February 2013
Assuris 2003 - 2006
PSP Investments 2001 - 2005
Canagex / Elantis 1999 - 2001
Desjardins-Laurentian Life Sector 1994 - 1999
Laurentian Imperial 1990 - 1994
Sun Life Financial 1977 - 1990
Skills
Business Strategy, Mergers, Risk Management, Asset Managment, Executive Management, Client Representation, Marketing, Mergers & Acquisitions, Asset Management, Valuation, Pensions, Finance, Employee Benefits, Actuarial Science, Leadership, Financial Risk, Pension Funds, Insurance, Portfolio Management, Investment Strategies, Financial Services, Defined Benefit
Education
McGill University 2010 — 2010
Director Education Program
Université Laval 1974 — 1977
Bachelor of Applied Science (BASc), Actuarial Sciences
Ravichandran Palaniswamy's Sun Life Financial Experience January 2015 - Present
Job Senior Systems Analyst, Unix at SLF
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Scotiabank January 2008 - December 2014
Provision IT January 2007 - January 2008
UBS AG (perot system) - Singpore July 2004 - November 2006
Equadrant Inc August 2001 - October 2004
Penta four 1998 - 2000
Skills
Solaris, Red Hat Linux, Veritas Volume Manager, Veritas Cluster Server, NFS, Veritas Storage..., Samba, NIS, Visio, Sun xVM Ops center, Veritas Net Backup, Solaris 8/9/10, Solaris Zones, Jumpstart, unix printers, Citrix, Emulex HBA, Sterling Commerce, LDOM, LDAP Administration, xvmops 12c, xvmops2.5, opcenter12c
Education
Madurai Kamaraj University 1989 — 1993
BE, computer science
Sun Life Financial January 2015 - Present
Scotiabank January 2008 - December 2014
Provision IT January 2007 - January 2008
UBS AG (perot system) - Singpore July 2004 - November 2006
Equadrant Inc August 2001 - October 2004
Penta four 1998 - 2000
Skills
Solaris, Red Hat Linux, Veritas Volume Manager, Veritas Cluster Server, NFS, Veritas Storage..., Samba, NIS, Visio, Sun xVM Ops center, Veritas Net Backup, Solaris 8/9/10, Solaris Zones, Jumpstart, unix printers, Citrix, Emulex HBA, Sterling Commerce, LDOM, LDAP Administration, xvmops 12c, xvmops2.5, opcenter12c
Education
Madurai Kamaraj University 1989 — 1993
BE, computer science
Kenneth Masters, CFA, CLU, ChFC, AEP's Sun Life Financial Experience November 2004 - December 2005
Job Director of Life Insurance Design and Development at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Katherine Duckworth's Sun Life Financial Experience February 2014 - Present
Job Abilities Case Management Trainer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Club Sportif MAA September 2006 - Present
Sun Life Financial November 2010 - February 2014
McGill University March 2004 - December 2010
Club Sportif MAA April 2010 - November 2010
McGill University April 2006 - April 2010
Skills
Science, Research, Ethics, Public Speaking, Teaching, Analytical Reasoning, Idea Generation, Numerical Ability, Editing, Analysis, Management, Data Analysis, Program Management, French, Coaching, Statistics, Budgets, Technical Writing, Social Media, Fundraising, PowerPoint, Leadership
Education
McGill University 2007 — 2010
Masters of ScienceM.Sc, Experimental Medicine
McGill University 2003 — 2007
B.A.&Sc., Biomedical Sciences, History and Philosophy of Science, Social Studies of Medicine
Sun Life Financial February 2014 - Present
Club Sportif MAA September 2006 - Present
Sun Life Financial November 2010 - February 2014
McGill University March 2004 - December 2010
Club Sportif MAA April 2010 - November 2010
McGill University April 2006 - April 2010
Skills
Science, Research, Ethics, Public Speaking, Teaching, Analytical Reasoning, Idea Generation, Numerical Ability, Editing, Analysis, Management, Data Analysis, Program Management, French, Coaching, Statistics, Budgets, Technical Writing, Social Media, Fundraising, PowerPoint, Leadership
Education
McGill University 2007 — 2010
Masters of ScienceM.Sc, Experimental Medicine
McGill University 2003 — 2007
B.A.&Sc., Biomedical Sciences, History and Philosophy of Science, Social Studies of Medicine
Alex Hoang's Sun Life Financial Experience September 2012 - December 2012
Job Server Engineer at imoji
Industry Computer Software
Experience
imoji April 2015 - Present
Careerify January 2014 - April 2014
Careerify May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
Rove IT May 2011 - August 2011
Research In Motion September 2010 - December 2010
VMC Game Labs June 2009 - August 2009
Skills
Angular JS, C#, CSS, JavaScript, HTML 5, Java, C++, JSON, jQuery, Git, SQL, HTML, ASP.NET Web API, ASP.NET MVC, ASP.NET AJAX, ASP.NET, C, LINQ, REST, Web Development, .NET, Visual Studio, Bash, Shell Scripting, Selenium, Testing, Scripting, Test Automation, Scheme, Mac OS X, Linux, AJAX, Github
Education
University of Waterloo 2009 — 2015
Bachelor of Computer Science, Honours Computer Science, Co-op
Marianopolis College 2007 — 2009
DEC, Commerce
imoji April 2015 - Present
Careerify January 2014 - April 2014
Careerify May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
Rove IT May 2011 - August 2011
Research In Motion September 2010 - December 2010
VMC Game Labs June 2009 - August 2009
Skills
Angular JS, C#, CSS, JavaScript, HTML 5, Java, C++, JSON, jQuery, Git, SQL, HTML, ASP.NET Web API, ASP.NET MVC, ASP.NET AJAX, ASP.NET, C, LINQ, REST, Web Development, .NET, Visual Studio, Bash, Shell Scripting, Selenium, Testing, Scripting, Test Automation, Scheme, Mac OS X, Linux, AJAX, Github
Education
University of Waterloo 2009 — 2015
Bachelor of Computer Science, Honours Computer Science, Co-op
Marianopolis College 2007 — 2009
DEC, Commerce
Andrew Bloom's Sun Life Financial Experience 2011 - Present
Job Managing Director, Project Finance, Private Fixed Income at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial 2011 - Present
Scotia Capital 2008 - May 2011
CIT 2003 - 2008
CCFL Partners 2001 - 2003
Andrersen Corporate Finance 1999 - 2001
Arthur Andersen 1996 - 1999
Education
McGill University 1993 — 1997
BCom
Chartered Accountant (Toronto, ON, 1999)
Chartered Financial Analyst (Toronto, ON, 2000)
Sun Life Financial 2011 - Present
Scotia Capital 2008 - May 2011
CIT 2003 - 2008
CCFL Partners 2001 - 2003
Andrersen Corporate Finance 1999 - 2001
Arthur Andersen 1996 - 1999
Education
McGill University 1993 — 1997
BCom
Chartered Accountant (Toronto, ON, 1999)
Chartered Financial Analyst (Toronto, ON, 2000)
Andrea Fessenden's Sun Life Financial Experience September 2013 - Present
Job Executive Administrative Assistant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial 1977 - Present
Skills
Administrative..., Lotus Notes, Insurance, Visio, Employee Benefits, Human Resources, Access, Outlook, Customer Service, Process Improvement, Life Insurance, Vendor Management
Education
Massachusetts Bay Community College 1976 — 1977
Secretarial
Framingham State College 1975 — 1976
Spanish, Nutrition
Medfield High School 1971 — 1975
Sun Life Financial September 2013 - Present
Sun Life Financial 1977 - Present
Skills
Administrative..., Lotus Notes, Insurance, Visio, Employee Benefits, Human Resources, Access, Outlook, Customer Service, Process Improvement, Life Insurance, Vendor Management
Education
Massachusetts Bay Community College 1976 — 1977
Secretarial
Framingham State College 1975 — 1976
Spanish, Nutrition
Medfield High School 1971 — 1975
Chris Nowell's Sun Life Financial Experience August 1997 - August 2002
Job Payer Optimization Manager at athenahealth
Industry Logistics and Supply Chain
Experience
athenahealth August 2015 - Present
Records Management Center April 2013 - August 2015
Clayton E. Nowell Inc. February 2004 - April 2013
Forum Financial August 2002 - February 2004
Sun Life Financial August 1997 - August 2002
Skills
Management, New Business Development, Finance, Financial Reporting, Banking, Operations Management, Mutual Funds, Executive Management, Strategic Planning, Human Resources, Mergers & Acquisitions, Process Improvement
Education
Maine Maritime Academy 2011 — 2012
Master of Science (M.S.), International Business & Global Logistics
University of Massachusetts, Amherst 1994 — 1997
BA, English
athenahealth August 2015 - Present
Records Management Center April 2013 - August 2015
Clayton E. Nowell Inc. February 2004 - April 2013
Forum Financial August 2002 - February 2004
Sun Life Financial August 1997 - August 2002
Skills
Management, New Business Development, Finance, Financial Reporting, Banking, Operations Management, Mutual Funds, Executive Management, Strategic Planning, Human Resources, Mergers & Acquisitions, Process Improvement
Education
Maine Maritime Academy 2011 — 2012
Master of Science (M.S.), International Business & Global Logistics
University of Massachusetts, Amherst 1994 — 1997
BA, English
Edward Astrachan's Sun Life Financial Experience March 2004 - Present
Job AVP & Actuary, Asset Liability Management (ALM) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2004 - Present
Sun Life Financial 2004 - 2012
State Street Global Advisors (SSgA) April 2000 - June 2003
Skills
Stochastic Modeling, Actuarial, Investments, Bonds, Financial Modeling, ALM, Insurance, Actuarial Science, Derivatives, Risk Management, Financial Risk, Asset Allocation, Financial Markets, Hedging, Life Insurance, Strategy
Education
SUNY Stony Brook 1973 — 1977
MA, Biology (Mathematical Population)
MIT 1969 — 1973
BS, Biology
Sun Life Financial March 2004 - Present
Sun Life Financial 2004 - 2012
State Street Global Advisors (SSgA) April 2000 - June 2003
Skills
Stochastic Modeling, Actuarial, Investments, Bonds, Financial Modeling, ALM, Insurance, Actuarial Science, Derivatives, Risk Management, Financial Risk, Asset Allocation, Financial Markets, Hedging, Life Insurance, Strategy
Education
SUNY Stony Brook 1973 — 1977
MA, Biology (Mathematical Population)
MIT 1969 — 1973
BS, Biology
Virginia Nagles's Sun Life Financial Experience July 2011 - November 2012
Job Finance, Accounting & Payroll Professional
Industry Financial Services
Experience
CDI Corp./Invensys Systems Inc. March 2014 - Present
Clarks, N.A. October 2013 - January 2014
Sun Life Financial July 2011 - November 2012
Sourcecorp December 2005 - January 2009
New York Life Asset Management May 1991 - May 2002
Skills
Payroll, Accounting,..., Managed staff,..., Improved collection..., Commended by Senior..., Administered payroll..., Highly organized,..., Experienced with large..., Payroll, Accounts Receivable, Accounting, Payroll Taxes, Auditing, System Administration, Financial Statements, Financial Analysis, Financial Reporting, Banking, Process improvement, Payroll Audit, ADP Payroll, Payroll Processing, Multi-state Payroll..., Ceridian Payroll System, Cash Management, Cash Flow Forecasting, Cash Receipts, Petty Cash, A/R Collections, Collections, General Ledger, Journal Entries, Forecasting, Corporate Finance, Analysis, P&L Analysis
Education
Massachusetts Bay Community College
Mount Ida College
Accounting, A
CDI Corp./Invensys Systems Inc. March 2014 - Present
Clarks, N.A. October 2013 - January 2014
Sun Life Financial July 2011 - November 2012
Sourcecorp December 2005 - January 2009
New York Life Asset Management May 1991 - May 2002
Skills
Payroll, Accounting,..., Managed staff,..., Improved collection..., Commended by Senior..., Administered payroll..., Highly organized,..., Experienced with large..., Payroll, Accounts Receivable, Accounting, Payroll Taxes, Auditing, System Administration, Financial Statements, Financial Analysis, Financial Reporting, Banking, Process improvement, Payroll Audit, ADP Payroll, Payroll Processing, Multi-state Payroll..., Ceridian Payroll System, Cash Management, Cash Flow Forecasting, Cash Receipts, Petty Cash, A/R Collections, Collections, General Ledger, Journal Entries, Forecasting, Corporate Finance, Analysis, P&L Analysis
Education
Massachusetts Bay Community College
Mount Ida College
Accounting, A
Alicia Mobley's Sun Life Financial Experience September 2000 - Present
Job Claims Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2000 - Present
Education
Massachusetts Bay Community College
Sun Life Financial September 2000 - Present
Education
Massachusetts Bay Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.