Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Sun Life Financial March 2014 - Present
RR Donnelley May 2012 - March 2014
RR Donnelley January 2010 - April 2012
Cara Operations February 2009 - January 2010
IBM Canada Ltd. April 2007 - March 2009
College Pro April 2004 - April 2007
Skills
Financial Modeling, Financial Analysis, Strategy, Forecasting, Process Improvement, Analysis, Business Strategy, Project Management, Business Case, Managerial Finance, Stakeholder Management, Project Finance, Stakeholder Analysis, Budgets, Creative Problem Solving, Management, Essbase, Business Planning, Business Development, Finance, SAP, Strategy Development, Team Leadership, Leadership, Mergers & Acquisitions, Strategic Financial..., Cross-functional Team..., Strategic Planning, Corporate Finance, Executive Management, Business Process..., Business Analysis
Education
Schulich School of Business
Master of Business Administration (MBA), Finance and Strategic Leadership
McMaster University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Sun Life Financial August 2011 - Present
WHISTLER BLACKCOMB MOUNTAINS December 2008 - May 2010
2010VANOC January 2010 - March 2010
Skills
Wealth Management, Mutual Funds, Investment Strategies, Financial Services, Investments, Quality Assurance, Retirement Planning, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Advisory, Life Insurance, Wealth, Securities, Retirement, Financial Planning, Insurance
Education
CSI Global Education Inc. 2010 — 2011
Canadian Securities Course
McMaster University 2001 — 2005
Hon B.Comm, Business and Philosophy
MLSE (Maple Leaf Sports & Entertainment) September 2015 - Present
Effective Building Engineering May 2014 - October 2014
Toronto Atmospheric Fund July 2014 - August 2014
XMC - Canada's Official Sponsorship and Experiential Marketing™ Agency September 2013 - April 2014
Aecon May 2013 - August 2013
Sun Life Financial May 2012 - September 2012
Sun Life Financial June 2011 - September 2011
Skills
AutoCAD, Engineering, Microsoft Excel, Microsoft Office, Matlab, Structural Analysis, Microsoft Project, Engineering Design, SketchUp, HTML, Python, R
Education
McMaster University 2010 — 2014
Bachelor of Engineering (B.Eng.), Civil Engineering
Sun Life Financial June 2008 - Present
Skills
Investments, Leadership, Critical Illness, Mutual Funds, Management, Strategic Financial..., Business Development, Financial Advisory, Business Planning, Wealth, Retirement Planning, Team Leadership, Strategic Planning, Wealth Management, Sales Management, Retirement, Time Management, Financial Planners, Coaching, Marketing, Segregated Funds, Fixed Annuities, Disability Insurance, Retirement Savings, Pensions, Estate Planning, Insurance, Investment Strategies, Investment Advisory, Long-term Care, Life Insurance, Financial Planning
Education
McGill University 1973 — 1976
BSc, Molecular Biology
McGill University 1973 — 1976
BSc, Molecular Biology
Sun Life Financial June 2013 - Present
HF Photo September 2012 - March 2013
Quebec Provincial Association of Teachers May 2008 - June 2008
Sir Wilfrid Laurier School Board December 2004 - June 2005
Office for Students with Disabilities, McGill University June 2003 - December 2004
Sir Wilfrid Laurier School Board May 2002 - August 2002
Sir Wilfrid Laurier School Board May 2001 - August 2001
Skills
Administrative Office..., Customer Service, Data Entry, Data Analysis, Typing, Filing, Proofreading, Editing, Writing, Public Speaking, Cash Register, Community Outreach, English, Microsoft Office, Nonprofits, Research, Volunteer Management, Management, Teaching
Education
McGill University 2008 — 2012
Coursework and Thesis Proposal, Master of Arts, Religious Studies, GPA 3.95/4.0
McGill University 2006 — 2008
Bachelor of Theology, Honors Religious Studies, GPA 3.92/4.0
McGill University 2002 — 2006
Bachelor of Arts (B.A.), English Literature, Philosophy and Psychology, GPA 3.64/4.0
Vanier College 2000 — 2002
Diploma of Collegial Studies, Social Sciences
Metabolic Wellness 2010 - Present
Sun Life Financial 2009 - March 2011
Merck Frosst Canada 2000 - 2008
Merck Frosst 2000 - 2008
Skills
Health Education, Coaching, Public Speaking, Health Promotion, Healthcare, Nutrition, Wellness, Lifestyle, Diabetes, Corporations, Nursing, Fitness, Wellness Coaching, Health Insurance, Stress Management, Stress, Prevention, Pain Management, Lifestyle Coaching, Personal Development, Holistic Health, Reiki, Treatment, Wellbeing, Entrepreneurship, Insurance, Long-term Care, Clinical Research, Mental Health, Supplements, Healing, Rehabilitation, Sales, Nutritional Counseling, Meditation, Sports Nutrition, Small Business, Personal Training, Cpr Certified, Motivational Speaking, Hospitals, Fitness Training, Life Coaching, Strength Training, Emotional Intelligence, Managed Care, Neurology, Business Coaching, Pediatrics, Yoga
Education
Memorial University of Newfoundland 1982 — 2001
BN, MN, Nursing
GoodLife Fitness April 2011 - Present
Sevita International June 2009 - Present
Lely Canada Inc. November 2007 - June 2009
Sun Life Financial November 2006 - November 2007
Skills
Strategic Planning, Customer Service, Coaching, Leadership, Time Management
Education
McMaster University 2002 — 2006
Hons. B. Comm, Focus on Human Resources
Concentrix May 2014 - Present
IBM November 2008 - April 2014
Rudsak, Inc. July 2008 - August 2008
Intelco Communication, Inc. March 2007 - December 2007
VWR International August 2006 - January 2007
Sun Life Financial September 2004 - July 2006
SAP 2000 - 2004
Skills
Bulgarian, English, French, Multilingual, Computer Proficiency, Economics
Education
McGill University 2006 — 2008
Mathematics and statistics courses (incl. financial)
French Cultural Centre 1999 — 2004
DALF, French language
Sofia University St. Kliment Ohridski 1995 — 2000
Master of Arts (M.A.), English and American Studies, Very good
The Free Faculty to the University of Sofia 1997 — 1999
Attestation for 2-year qualification course in Company Management, Company Management
Secondary School of Electronic Systems 1988 — 1993
Computers, English language
Sun Life Financial July 2010 - Present
Sun Life Financial 2010 - Present
Skills
Insurance, Customer Service, Risk Management, Relationship Management, Portfolio Management, Team Building, Team Leadership, Strategic Planning, Project Management, Analysis, Change Management, Coaching
Education
McMaster University 2001 — 2005
Bachelor's degree
Sun Life Financial 1963 - 2000
Skills
Public Speaking, Strategic Planning, Nonprofits, Fundraising, Team Building, Leadership, Program Management, Leadership Development, Management, Microsoft Office
Education
McGill University 1958 — 1960
Concordia University (SGWU)
B Com
CIBC February 2012 - Present
Sun Life Financial of Canada January 2006 - January 2012
Sun Life Financial January 2003 - December 2005
Sun Life Financial January 2003 - December 2005
Sun Life Financial January 2001 - December 2005
Sun Life Financial November 1995 - December 2000
Skills
Certified Project..., Release Management, Project Planning, Project Implementation, Software Project..., Project Execution, Project Delivery, Offshore Software..., SDLC, CMMI, Project Coordination, Team Leadership, Organizational..., Influential, Project Management, Requirements Gathering, Business Requirements, CRM, Change Management, Risk Management, IT Service Management, Software Development
Education
Project Management Institute 2011 — 2011
PMP
McMaster University 2004 — 2009
MBA, Major in E-Business and Minor in Finance
University of Waterloo 1990 — 1995
BMath, Mathematics and Computer Science
Sun Life Financial February 2014 - Present
Aviva Canada January 2013 - February 2014
Aviva Canada July 2012 - December 2012
TrojanOne Integrated Brand Activation May 2010 - July 2012
Aviva Canada May 2011 - August 2011
TrojanOne May 2010 - August 2010
Canadian National Stroke Foundation May 2009 - August 2009
Skills
Time Management, Social Media Marketing, Microsoft Office, Social Media, Event Planning, Marketing, Brand Management, Project Management, Advertising, Management, Team Building, Budgets, Event Management, Leadership
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce, Specializing in Marketing and Minoring in Economics
Michael Power/ St. Joseph's High School 2004 — 2008
High School Diploma
Semeon Analytics Inc. October 2014 - Present
McGill University June 2009 - June 2015
DeLouya Markakis March 2009 - December 2013
Action Jeunesse de l'Ouest de l'île (AJOI) May 2009 - September 2009
La coalition d’appui aux travailleurs et travailleuses agricoles saisonniers (C.A.T.T.A. QC) May 2008 - September 2008
Sun Life Financial May 2005 - September 2008
Skills
Extensive knowledge in..., Accomplished in use of..., Adept at drafting legal..., Proficient in Lotus..., Experience and success..., Coursework in Calculus..., Fluent in English,..., Legal Research, Research, Marketing, Policy, Proposal Writing, PowerPoint, French, Public Speaking, Advertising, Editing, Event Planning, Legal Assistance, Microsoft Office, Social Media, Project Management, Strategy, Management, Analysis, Business Strategy, Customer Service, Teaching, Leadership, Nonprofits, Policy Analysis, Market Research, Microsoft Excel, Legal Writing, Team Leadership, Marketing Strategy, Finance
Education
McGill University 2004 — 2007
Bachelor of Commerce (B.Com.), Finance and Marketing
Université du Québec à Montréal / UQAM 2007 — 2011
Bachelor of Laws (LL.B.), International Law
Medavie Blue Cross / Croix Bleue Medavie March 2015 - Present
Medavie Blue Cross September 2011 - February 2015
Medavie Blue Cross January 2007 - August 2010
Medavie Blue Cross April 2004 - January 2007
Sun Life Financial March 2001 - April 2004
Unum April 2000 - March 2001
Unum May 1998 - April 2000
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Underwriting, Requirements Gathering, Customer Service, Insurance, Coaching, Life Insurance, Process Improvement, Requirements Analysis, Change Management, Quality Center, Quality Assurance, Business Analysis, SDLC, Test Planning, Brokers, Call Centers, Leadership, Risk Management
Education
McMaster University 1993 — 1996
Bachelor's degree, Social Sciences
Oakville Trafalgar High School 1989 — 1993
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial October 2008 - January 2011
Sunlife Financial 2003 - October 2008
Sun Life Financial 2000 - 2002
Sun Life Financial January 2000 - December 2000
Clarica Financial Services 1995 - 1999
Skills
Digital Marketing, Digital Communication, Vignette, Wordpress, Business Analysis, Software Quality..., Training Skills, Project Management, Training, Marketing Communications, Web Content Management, Management, WordPress, Content Management, Leadership, Social Media, Web Analytics, Quality Assurance, Team Management, CMS, Testing, Enterprise Content..., Business Requirements, Integration, Requirements Gathering, SDLC, CRM, SharePoint, Visio
Education
McMaster University 2005 — 2008
BA Certification
Cameron Heights Collegiate Institute 1979 — 1984
Grade 12 diploma
Avaleris Inc. February 2013 - Present
IBM Canada Ltd. July 2006 - February 2013
Sierra Systems September 2003 - July 2006
Correlex Incorporated April 2001 - September 2003
Exocom / Qunara December 2000 - April 2001
Cyberplex November 1999 - December 2000
Sun Life Financial March 1998 - November 1999
Skills
Requirements Analysis, .NET, Java, Portals, C#, Oracle Application..., Weblogic, Oracle Enterprise..., Oracle Database, Microsoft SQL Server, WCF Services, XML, XML Schema, Test Planning, Test Management, Cross-functional Team..., Team Leadership, RBAC, Oracle Internet..., HTML, CSS, JavaScript, IBM Rational Tools, Windows Server, Solaris, Red Hat Linux, Microsoft Visual Studio, SOA, Active Directory, Enterprise Architecture, Oracle, Integration, Visual Studio, Solution Architecture, IIS, Software Development, Databases, Software Design, UML, Web Services
Education
McGill University 1993 — 1997
Bachelor of Commerce (BCom), Management Information Systems
Putnam Investments July 2014 - Present
Sun Life Financial January 2013 - July 2014
Sun Life Financial September 2011 - January 2013
Sun Life Financial November 2010 - September 2011
Sun Life Financial March 2008 - November 2010
Sovereign Bank November 2006 - March 2008
Putnam Investments October 1994 - April 2002
Skills
Series 6, Series 63, Series 26, Life Insurance License, Business Process..., Relationship Management, International Business, Foreign Languages, Spanish-speaking, Portuguese, Sales Compensation..., Internal Sales/Sales..., External Sales, Sales, Financial Services, Life Insurance, Investments, Leadership, Management, Mutual Funds
Education
Merrimack College 1990 — 1994
Bachelors of Science in Business Administration, International Business
Sun Life Financial August 2014 - Present
Sun Life Financial May 2012 - August 2014
Morneau Shepell March 2010 - May 2012
TD Canada Trust October 1997 - March 2010
Medcan Health Management 1996 - 1997
EDS Canada October 1994 - October 1996
Skills
SDLC, Vendor Management, Requirements Gathering, Gap Analysis, Project Delivery, Business Analysis, Systems Analysis, Governance, Application Architecture, User Acceptance Testing, Visio, Solution Architecture, SharePoint, Project Management, Leadership, Strategy
Education
McMaster University 1987 — 1992
B Eng Mgmt, Electrical Engineering & Management
Sun Life Financial October 2003 - Present
RBC Royal Bank 1989 - 2000
Education
York University - Schulich School of Business 1996 — 2000
MBA, Real Estate
McGill University 1980 — 1986
B.Arch, Architecture
Equitable Life of Canada May 2006 - Present
Sun Life Financial 1988 - 2006
Skills
Life Insurance, Employee Benefits, Underwriting, Disability Insurance, Insurance, Portfolio Management, Business Analysis, Health Insurance, Strategic Planning, Financial Services, Team Leadership, Brokers, Relationship Management, Critical Illness, Pensions, Fixed Annuities
Education
McMaster University 1981 — 1983
BA, English
Great-West Life November 2014 - Present
Cowan Insurance Group 2011 - November 2014
Sun Life Financial September 2004 - April 2011
Sun Life Financial April 2003 - September 2004
Sun Life Financial October 2002 - April 2003
Sun Life Financial February 2000 - October 2002
Skills
Business Analysis, Insurance, Access, Analysis, CRM, Call Centers, Coaching, Customer Service, Employee Benefits, Human Resources, Marketing, Team Leadership, Training, Leadership, Project Management, Software Documentation
Education
McMaster University 2009 — 2012
Diploma, Business Administration and Management, General
Madawaska High School 1994 — 1998
High School Diploma
Sun Life Financial May 2014 - Present
Principal Financial Group January 2011 - May 2014
Fort Dearborn Life May 2006 - June 2009
The Rutledge Group July 2002 - February 2006
WellPath/Coventry Healthcare January 1999 - January 2002
Kaiser Permanente January 1989 - January 1999
Skills
Employee Benefits, Insurance, Account Management, Strategic Planning, Sales, Benefits Administration, Customer Service, Relationship Management, Direct Marketing, Networking, Customer Support, Contact Management, Team Building
Education
Meredith College 1980 — 1990
BS
Financière Sun Life May 2000 - Present
Sun Life Financial 2000 - Present
Education
Finance, Communication
Sun Life Financial September 2014 - February 2015
Molson Coors Canada May 2013 - August 2013
Pfizer September 2012 - December 2012
RBC January 2012 - April 2012
Univeris May 2011 - August 2011
Standard Mechanical Systems May 2009 - August 2009
Skills
Analytics, Marketing, Microsoft Office, Computers, C++, Automation, Microsoft SQL Server, PHP, SQL, Programming, SAS, SilkTest, Business Analysis, Project Management, Marketing Strategy
Education
University of Toronto 2006 — 2010
BASc, Mechanical Engineering
McMaster University 2011 — 2013
Master, MBA
Sun Life Financial December 2014 - Present
CIBC 2010 - 2014
Skills
Mortgage Lending, Residential Mortgages, Credit, Commercial Mortgages, Strategic Financial..., Investments, Debt Consolidation, Loans, Banking, Refinance, Credit Risk, Investment Properties, Real Estate, Risk Management, Credit Analysis, Retail Banking, Mortgage Underwriting, Funding, Financial Services, Portfolio Management, Finance, Financial Planning
Education
Seneca College of Applied Arts and Technology 2000 — 2001
HR Diploma, Human Resources Management Degree
McMaster University 1997 — 2000
BA Labour Studies, Commerce, HR
Woodbridge College 1996 — 1996
Graphic Design
Branksome Hall 1992 — 1996
OSSD
Vellum Marketing Management January 2012 - Present
PwC Canada January 2009 - January 2012
KPMG 2004 - 2008
Sun Life Financial January 2000 - January 2003
Borden Ladner Gervais LLP January 1995 - January 1999
Skills
Marketing Strategy, Brand Management, Market Planning, Advertising, Campaign Management, Marketing Communications, B2B Marketing, Integrated Marketing, Strategic Planning, Thought Leadership, Lead Generation, CRM, Marketing Research, Marketing, Corporate Communications, New Business Development, Management, Strategy, Leadership
Education
McMaster University 1992 — 1996
BComm, Marketing
Sun Life Financial Director QualitySun Life FinancialMay 2015 - Present
GE Capital May 2013 - April 2015
GE Capital October 2010 - April 2013
GE Capital January 2006 - September 2010
GE Capital July 2003 - December 2005
BearingPoint LP (KPMG Consulting) June 1998 - June 2003
KPMG October 1994 - May 1998
Skills
Business Process..., Six Sigma, Project Management, Salesforce.com, Strategic Planning, Change Management, Performance Measurement, Business Systems..., Sales Force, Sales Force..., Sales Force Compensation, Sales Force Alignment, Sales Force Development, Lean Transformation, Customer Experience..., Customer Experience (CX), Sales, Strategy, CRM
Education
McGill University 1993 — 1995
Masters, Accounting
McGill University 1990 — 1993
Bachelor of Commerce, Accounting and International Business
Academie Marie Claire
MIB September 2011 - Present
MIB May 2009 - December 2011
Mercer February 2007 - May 2009
Workscape 2006 - 2007
Sun Life Financial 2004 - 2006
Sun Life Financial 1999 - 2004
Sun Life Financial 1998 - 1999
Massachusetts Casualty Insurance Company (Former subsidiary of Sun Life Financial) 1994 - 1998
Skills
Strategy, Product Development
Education
McGill University 1989 — 1993
BA, History
Xaverian Brothers High School
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
TELUS May 2014 - Present
Sun Life Financial April 2010 - April 2014
Rogers Communications August 1999 - December 2009
ECI Telecom 1996 - 1999
Telrad Networks 1994 - 1996
Skills
PMP, SDLC, Cross-functional Team..., Project Management, PMO, Project Delivery, Project Planning, Telecommunications, Vendor Management, Strategy, Agile Methodologies, Team Leadership, Software Development, Team Building, Leadership, Integration
Education
Project Management Institute (PMI) 2007 — 2007
Certified Project Management Professional (PMP)
McMaster University 2001 — 2003
Advanced Certificate in Project Management
New York Institute of Technology 1989 — 1993
Bachelor's Degree, Electrical Engineering, 3.74 (Summa Cum Laude)
National Taiwan Normal University 1993 — 1994
Chinese Language (Mandarin)
Sun Life Financial December 2008 - Present
Education
McGill University 1975 — 1978
Sun Life Financial Canada October 2013 - Present
Sun Life Financial August 2011 - October 2013
Elizabeth Ziegler PS 2011 - 2013
Elizabeth Ziegler PS 2011 - 2013
Sun Life Financial March 2010 - July 2011
Sun Life Financial April 2009 - March 2010
Sun Life Financial January 2004 - April 2009
Sun Life Financial 2000 - 2004
Claria 1998 - 1999
Skills
Business Process, Management, Business Requirements, Quality Assurance, Program Management, Testing, CMMI, Project Management, Requirements Management, Analysis, Leadership, Test Management, Project Planning, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., Process Improvement
Education
McMaster University 2012 — 2012
IT Project Management, Project Management
University of Waterloo 2010 — 2010
Leadership Certificate
Investment Fund Institute of Canada 1994 — 1994
Canadian Investment Funds Course certificate
Western University 1990 — 1993
BA, Administrative and Commercial Studies
Sun Life Global Investments March 2012 - Present
Sun Life Financial, Group Benefits September 2009 - March 2012
Sun Life Financial, Group Benefits 2008 - 2009
Sun Life Financial 2007 - 2008
Janssen-Ortho 2002 - 2007
Education
Wilfrid Laurier University 2004 — 2007
MBA
McMaster University 1998 — 2002
BScH, Biology
Scotiabank May 2013 - Present
Research In Motion March 2009 - February 2013
Bell Canada August 2005 - July 2008
Sun Life Financial February 2005 - August 2005
CSC November 2003 - February 2005
Education
Trios College 2002 — 2003
Network Specialist - Multi OS, Network Engineering
Cisco Academy 2002 — 2003
Cisco Certified Network Associate, Computer Systems Networking and Telecommunications
McMaster University 2009 — 2011
Project Management, Associate Certificate in Project Management
City of Guelph June 2011 - Present
Sun Life Financial 2010 - 2011
Sun Life Financial 2009 - 2010
Sun Life Financial 2007 - 2009
The Corporation of The City of London 2007 - 2007
Habitat for Humanity Canada 2004 - 2007
Habitat For Humanity Waterloo Region 2003 - 2004
ING Wealth Management 2001 - 2003
Berkshire Securities 1999 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Risk Management, Variance Analysis, Budgets, Strategic Financial..., Financial Modeling, Analysis, Strategic Planning, Managerial Finance, Financial Accounting, Microsoft Excel, Process Improvement, Management, Team Leadership, Coaching, Leadership, Access, Team Building
Education
Certified Management Accountants of Ontario 2008 — 2010
CMA, Accounting Designation
McMaster University 1995 — 1999
Honours Bachelor of Commerce, Business
Budget & Performance Seminar
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. August 2015 - Present
Self-Employed Tutor 2009 - 2012
Pelican Catering 2007 - 2012
Ontario Ministry of Finance 2009 - 2010
Sun Life Financial 2009 - 2009
Harlequin 2008 - 2008
Skills
Excel, Word, French, Microsoft Office, PowerPoint, Pages, Internet, Website Development, Organizational..., Administrative Support, Legal Research, Critical Thinking, Administrative..., Microsoft Excel, Time Management, Event Planning, Customer Service, Teaching
Education
Queen's University 2012 — 2015
Doctor of Law (JD), Law
McGill University 2007 — 2011
Bachelor of Arts (B.A.), Honours History
Sinclair Secondary High School 2004 — 2007
French Immersion High School Diploma, 2007
Sun Life Financial August 2015 - Present
Manulife Financial November 2010 - August 2015
Courneya Group March 2008 - September 2010
Pro Act Consulting September 2002 - February 2008
Skills
Group Benefits, Group Retirement, Investments, Insurance, Pensions, Mutual Funds, Relationship Management, Financial Services, Retirement Planning, Retirement, Employee Benefits, Management
Education
CEBS Program
Group Benefits Associate (GBA)
CEBS Program
Retirement Plans Associate (RPA)
McMaster University
Sun Life Financial September 2009 - 2015
Sun Life Financial February 2008 - April 2009
Sun Life Financial September 2006 - December 2007
Financial Services Commission of Ontario (FSCO) July 2001 - March 2005
Financial Services Commission of Ontario (FSCO) 1998 - 2001
Skills
Operational Risk..., Governance, Enterprise Risk..., Risk Management, Corporate Governance, Financial Services, Insurance, Operational Risk, Leadership, Due Diligence, Financial Risk, Business Process..., Change Management, Management, Process Improvement, Financial Analysis, Business Analysis, Engineering Change..., Business Strategy, Coaching, Leadership Development, Organizational..., Cross-functional Team..., Government, Key Performance..., Project Management, Outsourcing, Strategic Planning, Portfolio Management, Asset Management
Education
McMaster University
Bachelor of Commerce (B.Com.), Accounting, Finance
Queen's University
Program for Public Executives
Canadian Securities Institute
Canadian Securities Course
Sun Life Financial August 2015 - Present
McGill University December 2013 - April 2015
Sun Life Financial 2014 - 2014
Tim Hortons 2010 - 2012
Skills
Risk Management, Boxing, Ice Hockey, IT Management, Corporate Finance, Cash Management, Banking, Stock Trading, Sales, Information Technology, Financial Accounting, Technical Analysis, Fundamental Analysis, Macroeconomics, Fixed Income, Business Ethics, Alternative Investments, Leadership, Microsoft Excel, Strategic Financial..., Financial Planning
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Major in Finance - Concentration in IS
Vanier College 2010 — 2012
Commerce
College St-Louis 2008 — 2010
High School Diploma
Toronto Transit Commission (TTC) July 2014 - Present
Kalman Brettler Consulting February 1999 - Present
Greater Toronto Airports Authority April 2012 - July 2014
Ontario Ministry of Transportation January 2012 - April 2012
RBC Dexia Investor Services April 2011 - January 2012
Livingston International June 2010 - February 2011
RBC Financial Group 2005 - July 2010
Toyota Canada July 2008 - October 2009
Ontario Securities Commission May 2004 - July 2005
Sun Life Financial October 2004 - May 2005
Skills
SDLC, Vendor Management, PMO, Program Management, Integration, PMP, Project Portfolio..., Requirements Analysis, Leadership, Project Management, ITIL, Project Planning, Telecommunications, System Development, Change Management, Disaster Recovery, Information Technology, Consulting, Outsourcing, Business Process, Enterprise Architecture, Resource Management, Quality Assurance, IT Strategy, Software Project..., Business Transformation, Process Simulation, Data Center, Risk Management, Management, Management Consulting, Strategy, Databases, Governance, System Deployment, Business Intelligence, Business Requirements, Solution Architecture, Process Development, Project Delivery, Testing, Security, Business Process..., Business Analysis, Requirements Gathering, Infrastructure, User Acceptance Testing, Software Development, MS Project, Systems Development
Education
McGill University 1981 — 1983
MBA, Systems and Marketing
McGill University 1969 — 1974
Bachelor of Commerce (BCom), Quantitative Methods and Operations Research
McGill University 1968 — 1972
Bachelor of Commerce, Quzantitative Methods and Operations Research
Sun Life Financial February 2013 - March 2014
Scalar Decisions August 2011 - November 2012
Shoppers Drug Mart December 2009 - August 2011
CGI September 2006 - September 2008
Leman Group Management Consultants October 2004 - September 2006
Allstream (AT&T Canada) July 2000 - October 2004
Petro-Canada January 1991 - July 2000
Skills
Change Management, PMO, ITIL, Project Management, Risk Management, IT Outsourcing, SDLC, Strategy, Portfolio Management, Program Management, Leadership, Team Building, Management, Public Speaking, PDLC, Business Process..., Team Facilitation, CRM, Project Delivery, Cross-functional Team..., Business Process, Management Consulting, Outsourcing, Business Analysis, Governance, Enterprise Architecture, Enterprise Software, Team Management
Education
University of Western Ontario
B. E. Sc.
Queen's University 1998 — 1999
McMaster University
Sun Life Financial January 2013 - Present
Sun Life Financial March 2012 - July 2012
Sun Life Financial December 2010 - January 2012
BMO Financial Group May 2010 - December 2010
Sun Life Financial April 2008 - April 2010
MCAP March 2007 - March 2008
Sun Life Financial September 2004 - April 2007
Hewitt Associates May 2003 - June 2004
The Hospital for Sick Children March 2002 - December 2002
Ontario Hydro February 2001 - September 2001
Skills
PeopleSoft, DB2, SDLC, PMO, Vendor Management, PMP, Project Portfolio..., Visio, Software Project..., Program Management, MS Project, Project Management, Project Delivery, Certified Project..., SharePoint, Financial Services, Team Leadership, Waterfall, Project Planning, XML, Oracle, Visual Basic, Integration, Business Process, Business Intelligence, ITIL, Business Requirements, Process Improvement, IT Service Management, Outsourcing, Change Management, Risk Management
Education
McMaster University 1975 — 1979
Sun Life Financial June 2009 - Present
Avantgarde Promotions September 2003 - November 2005
Movement Marketing March 2003 - August 2003
AM 2 PM February 2001 - December 2002
Vector Marketing May 1995 - December 2000
Education
McMaster University 1994 — 1999
Commerce
High School
Second City Training Centre
Sun Life Financial September 2011 - Present
Sun Life Financial June 2010 - June 2012
Ricoh Americas Corporation October 2009 - May 2010
Loblaw Companies Limited April 2008 - October 2009
Intact Financial Corporation April 2007 - April 2008
Autodesk January 2006 - March 2007
Autodesk (formerly Alias) November 1998 - January 2006
Skills
Business Intelligence, Business Analysis, IT Strategy, CRM, Team Leadership, Enterprise Architecture, Enterprise Software, Process Improvement, Program Management, ERP, Governance, Data Warehousing, Management Consulting, Software Development, Change Management, Analysis, Business Process..., Project Portfolio..., Mobile Applications, Vendor Management, Consulting, Leadership, Management, Cross-functional Team..., Application Development, CMMI, Offshore Management, Team Building, IT Governance, Relationship Development, Business Process..., Technical Management, Critical Thinking, Business Knowledge, Siebel, Business Objects, Oracle E-Business Suite, Enterprise Content..., Relationship Marketing, TOGAF, Strategic Planning, Project Management, Requirements Management, Technology Roadmapping, Data Integration, PCI DSS, Strategy, SDLC, Requirements Analysis, Business Process
Education
Memorial University of Newfoundland 1988 — 1993
BA, Economics
Sun Life Financial September 2013 - Present
Sun Life Financial April 2010 - August 2013
UFSC Toronto 2011 - 2012
DBRS February 2007 - April 2010
Allstate August 2005 - February 2007
McMaster University August 2004 - August 2005
Skills
Corporate Finance, Valuation, Risk Management, Due Diligence, Strategy, Finance, Financial Risk, Fixed Income, Analysis, Credit, Competitive Analysis, Strategic Planning
Education
CFA Institute 2006 — 2009
CFA
McMaster University 2001 — 2005
HB.Comm, Finance
Canadian Flyers Inc.
Sun Life Financial 2015 - 2015
Target May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, Research, Social Media, Teamwork, Fitness, Nutrition, Cpr Certified, Time Management, Laboratory, Pharmacy, Healthcare, Data Entry, Cashiering, Critical Thinking, Data Analysis, Retail
Education
University of Toronto 2015 — 2019
Doctor of Pharmacy (PharmD), Pharmacy
McMaster University 2011 — 2015
Bachelor’s Degree, Honours Biochemistry
Richmond Hill High School 2007 — 2011
Rogers Communications Inc. March 2010 - Present
Sun Life Financial June 2009 - March 2010
CIBC January 2007 - June 2009
WSIB September 2005 - December 2006
Davis + Henderson LP June 2001 - August 2005
Skills
Procurement, Strategic Sourcing, RFP, Vendor Management, Contract Negotiation, Supply Management, Global Sourcing, Outsourcing, Strategy, Negotiation, Management, Supply Chain Management, Purchasing, Sourcing, Contract Management, Telecommunications
Education
McMaster University 1996 — 2001
Hon B. Sc, Biology
O'Neill Collegiate 1992 — 1996
OSSD
Csharp/7S Groups February 2008 - Present
Celestica 2006 - 2008
Sun Life Financial 2001 - 2005
Celestica May 1999 - September 2000
Aquent 1997 - 1998
Skills
Testing, Integration, Manufacturing, Process Improvement, Hardware, C, SQL, Linux, Software Development, Project Management, JSP, JAVA, Java Enterprise Edition, ASP.NET, Offshore Outsourcing, Vendor Management, MapReduce, Architecture, Software Design, Architectures, Java
Education
University of Ottawa / Université d'Ottawa 2013 — 2013
HPCS 2013 Workshop
University of Waterloo 2012 — 2012
Project Management Studies ( in-class program)
University of California, Santa Barbara 2011 — 2011
Post-graduate Studies (in-class program)
McMaster University 1996 — 2001
Bachelor of Engineering (B.Eng.), Computer Engineering
Learning Tree International 1999 — 1999
Java Programming: A Comprehensive Hands-On Introduction
Sun Life Financial October 2014 - Present
BlackBerry September 2012 - October 2014
Research In Motion January 2009 - September 2012
Bell Canada November 2006 - December 2008
Bell Canada September 2003 - November 2006
Skills
QoS, RADIUS, Juniper, Network Architecture, SNMP, Cisco IOS XR, MPLS VPN, IP, Routing, BGP, OSPF, Cisco IOS, Network Design, JUNOS, F5 BigIP, MPLS, RIP, IPv6, CPE, Cisco Nexus, Network Engineering, Wireless, Switches, Cisco Technologies, LAN-WAN, Load Balancing, ATM networks, TCP/IP, DSL, Frame Relay, WAN, VoIP, Ethernet, Telecommunications, Wireshark, CCNA, EIGRP, Multicast, VPN, VLAN, DNS, IPSec, CCNP, Network Security, Routers, Routing Protocols, Firewalls, Networking
Education
McMaster University 1994 — 1999
Bachelor of Engineering (B.Eng.), Engineering Physics
RBC May 2014 - Present
A & F Durante Consulting Inc. September 2004 - Present
RBC September 2012 - December 2013
RBC Royal Bank September 2009 - August 2012
RBC Royal Bank January 2009 - July 2009
Sun Life Financial September 2007 - December 2008
RBC Royal Bank September 2006 - June 2007
RBC Insurance February 2006 - July 2006
Sun Life Financial November 2005 - December 2005
Sun Life Financial September 2004 - December 2004
Skills
Business Analysis, Program Management, AML, SDLC, PMO, PMP, Business Process..., Banking, Project Portfolio..., Project Management, Management, Process Improvement, Software Project..., Business Requirements, Project Delivery, Requirements Gathering
Education
McMaster University 1979 — 1985
Bachelor of Science (BSc), Computer Science
Mountainview Solutions Inc. April 2003 - Present
Echelon General Insurance Company January 2011 - May 2012
iter8 Incorporated November 2007 - November 2010
Royal Bank of Canada March 2007 - November 2007
iter8 Incorporated June 2006 - March 2007
Aviva Canada October 2005 - March 2006
RBC Insurance May 2003 - October 2005
Sun Life Financial February 2001 - May 2003
CGI January 1999 - February 2001
Skills
SDLC, PMP, MS Project, Agile Project Management, Fully bilingual in..., Insurance, Finance, Automotive, Logistics Management, Cost Control, Scheduling, Resource Management, PMO, PMI, Process Scheduler, Waterfall, Business Requirements, Integration, Project Management, Business Analysis, Business Process..., Project Planning, Team Leadership, Project Delivery, Leadership
Education
University of Windsor 1989 — 1991
H. B.Comm., Finance and Marketing
McMaster University 1986 — 1989
B.A., Economics
Aviva Canada June 2009 - Present
Aviva Canada January 2007 - May 2009
Sun Life Financial January 2003 - December 2006
Bridgestone North American Tire, LLC January 1999 - December 2002
BRAK Systems Inc January 1998 - December 1998
Bridgestone/Firestone January 1994 - December 1997
Bridgestone/Firestone Canada Inc. June 1989 - December 1994
British Telecom (CTG) July 1985 - May 1989
Motorola Canada January 1983 - June 1985
Skills
Governance, Risk Management, Change Management, Project Management, SDLC, Business Analysis, PMO, Requirements Analysis, IT Strategy, PMP, Business Process..., Project Portfolio..., Data Warehousing, Business Process, Vendor Management, Internal Controls, Requirements Gathering, Program Management, IT Operations
Education
McMaster University
BSc
University of Windsor
BSc.
Sun Life Financial February 2015 - Present
Sun Life Financial November 2013 - February 2015
BlackBerry July 2013 - October 2013
BlackBerry June 2011 - July 2013
BlackBerry November 2010 - January 2012
Sun Life Financial January 2009 - November 2010
Sun Life Financial October 2004 - January 2009
Manulife Financial 2003 - 2004
American Management Systems (now CGI) 1999 - 2003
Nesda Technologies 1999 - 1999
Skills
Problem Solving, Risk Management, Project Management, Change Management, Business Analysis, Vendor Management, Team Leadership, Cross-functional Team..., Global Delivery, Offshore Resource..., Cost Management, Process Improvement, Program Management, Contract Negotiation, Continuous Improvement, Customer Oriented, Commercialization, Enterprise Software, Challenge Driven, Success Driven, Building Relationships, Agile Project Management, Strategic Thinking, Management, Project Portfolio..., Mobile Devices, Security, SDLC, Software Project..., PMO, Business Process..., Requirements Analysis, Requirements Gathering, Business Process, MS Project, Integration, Agile Methodologies
Education
McMaster University 1995 — 1999
Honours Commerce
TELUS 2013 - Present
Bank of Montreal April 2012 - March 2013
Research In Motion July 2009 - March 2012
First Canadian Title March 2009 - April 2009
Nutreco Canada Inc – IT August 2008 - February 2009
Sun Life Financial April 2008 - June 2008
CIBC April 2003 - April 2008
CIBC July 2001 - April 2003
CIBC December 1999 - July 2001
Skills
Business Analysis, Payments, Requirements Analysis, Requirements Gathering, Gap Analysis, SDLC, User Acceptance Testing, Cash Management, Business Requirements, Functional..., Agile, Systems Analysis, Banking, Data Conversion, Business Process..., Waterfall, Data Warehousing, Vendor Management, Trading Systems, Treasury Management, Agile Methodologies, Software Documentation, Integration, Testing, Databases, SQL, Oracle
Education
Mohawk College 1996 — 1999
3 Year Coop Program Diploma, Software Engineering
McMaster University 1992 — 1996
Ba, Classics, Music and Philosophy
Sun Life Financial December 2009 - Present
Skills
Insurance, Risk Management, Financial Services, Enterprise Risk..., Mutual Funds, Portfolio Management, Financial Risk, Leadership
Education
McMaster University 1996 — 1998
Wilfrid Laurier University
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Sun Life Financial January 2013 - Present
Sun Life Financial July 2007 - January 2013
Garderie Jardins de Leckie 2010 - 2013
MAM autour de la maternité 2009 - 2013
Skills
Change Management, Coaching, Customer Service, Analysis, Business Process, Leadership, Team Leadership, Succession Planning, Employee Engagement, Strategic Planning, Project Management, Team Building, Microsoft Excel, Management, Insurance, Process Improvement, Business Analysis, Performance Management
Education
McGill University 2008 — 2008
Royal Military College of Canada/Collège militaire royal du Canada 2000 — 2002
Master of Arts (M.A.), War History
Royal Military College of Canada/Collège militaire royal du Canada 1996 — 2000
Bachelor of Arts (B.A.), double major: Business Administration and History
Sun Life Financial September 1997 - Present
Education
McMaster University 1971 — 1977
cma, Certified Management Accountants
Mohawk College 1969 — 1971
Sun Life Financial January 2006 - Present
Sun Life Financial June 2002 - January 2006
Sun Life Financial July 1999 - June 2002
Skills
Sales Management, Recruiting, Salesforce Training, Coaching, Leadership Development, Life Insurance, Health Insurance, Wealth Management, Retirement Savings, Critical Illness, Mutual Funds, Investments, Retirement, Retirement Planning, Disability Insurance, Insurance, Financial Advisory, Fixed Annuities, Financial Planning
Education
McMaster University 1995 — 1999
Honours Bachelor Of Commerce
Signator Investors, Inc. 2011 - 2015
John Hancock Financial Services 2008 - 2011
Manulife Financial / John Hancock Financial Services 2001 - 2008
Sun Life Financial 1995 - 2000
North American Life 1994 - 1995
London Life 1988 - 1993
Skills
Retirement, Retirement Planning, Mutual Funds, Relationship Management, Employee Benefits, Investments, Pensions, Investment Advisory, Asset Allocation
Education
Adler School of Professional Coaching
Coaching
McMaster University
Bachelor of Commerce
The University of Western Ontario
Certficat de francais pratique
Wilfrid Laurier University
Human Resource Development
Opes Software January 2011 - Present
CA April 2008 - November 2009
CA Canada April 2004 - April 2008
CA Canada May 2000 - April 2004
Sterling Software 1997 - 2000
Texas Instruments July 1995 - July 1997
Sun Life Financial 1986 - 1995
Skills
Professional Services, Enterprise Software, SaaS, Pre-sales, Cloud Computing, Solution Selling, Business Intelligence, Business Analysis, Enterprise Architecture, Solution Architecture, Business Alliances, IT Strategy, Software Project..., Software Industry, Channel Partners
Education
Life Office Managment Association 1987 — 1990
FLMI, Insurance
McGill University 1983 — 1986
Bachelor of Commerce, Information Systems, Finance&Accouting
Sun Life Financial April 2014 - Present
Sun Life Financial July 1999 - April 2014
Dynamic Rehab 1997 - 1999
ACT Health Group 1996 - 1997
Skills
Disability Management, Employee Benefits, Disability Insurance, Workers Compensation, Case Managment, Ergonomics, Disabilities, Rehabilitation, Benefits Administration, Occupational Health, Insurance, Health Insurance, Employee Wellness, Vocational..., Career Counseling, Career Development, Claims Management, Coaching
Education
University of Toronto - University College 1992 — 1996
B.Sc.OT, Occupational Therapy
McGill University 1986 — 1990
BMus, Piano Performance
Trafalgar School For Girls 1979 — 1984
Sunlife Financial January 2008 - March 2015
Sun Life Financial 2008 - 2014
Sun Life Financial 2008 - 2014
Sunlife Financial January 2008 - December 2009
Manulife Financial 2003 - 2007
Maritime Life 1998 - 2003
Voc-Care Rehabiltation 1991 - 1998
Worker's Compensation Commission 1990 - 1992
Skills
Disability Insurance, Claim, Case Managment, Health Insurance, Analysis, Customer Service, Change Management, Case Management, Disabilities, Disability Management, Employee Benefits, Rehabilitation, Workers Compensation, Claims Management
Education
Memorial University of Newfoundland 1991 — 1992
BSW, Social Work
Mount Allison University 1981 — 1984
Bachelor of Arts (B.A.), Psychology, English, History, Post secondary
The Co-operators July 2015 - Present
The Co-operators June 2014 - July 2015
Sun Life Financial January 2014 - May 2014
The Co-operators August 2013 - December 2013
Manulife Financial July 2010 - February 2013
Manulife Financial October 2006 - June 2010
Manulife Financial/John Hancock October 2003 - June 2006
Global Strategy Mutual Funds October 1994 - March 2000
Fidelity Investments May 1992 - October 1994
TD 1987 - 1990
Skills
SDLC, Business Analysis, Financial Services, Retirement, Project Management, Mutual Funds, Team Leadership, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Change Management, Risk Management, Vendor Management, Process Improvement, Customer Service, Insurance, Requirements Gathering, Relationship Management, Outsourcing, Business Process, Project Planning, Budgets, Business Requirements, PMO, Project Delivery, Portfolio Management, Business Process..., IT Strategy, Governance, Management, Leadership, Strategy, CRM, Project Portfolio..., Software Development, Program Management, Integration, Team Building, Business Intelligence, Management Consulting, Executive Management, Quality Assurance, Business Strategy, Solution Architecture, ERP, Training, Strategic Planning, Information Technology, E-commerce
Education
McMaster University 1989 — 1989
MBA, General
McMaster University 1979 — 1983
B. Comm, Finance and Information Systems
Sun Life Financial September 2011 - Present
Research In Motion July 2009 - September 2011
Acrodex January 2009 - July 2009
Pick-Nick Consulting Inc October 2005 - December 2008
Long View Systems 2008 - 2008
TransCanada Pipelines 2005 - 2008
Divestco Inc. January 2004 - October 2005
Lexra Inc March 2000 - May 2003
PictureTel 1999 - 2000
Collective Technologies 1998 - 1999
Skills
Linux, Solaris, System Administration, Virtualization, Unix, Apache, Servers, Red Hat Linux, Oracle, AIX, Troubleshooting, Security, Tomcat, System Deployment, Infrastructure, IBM AIX
Education
Memorial University of Newfoundland 1977 — 1985
B Sc, Mathematics
Sun Life Financial May 2010 - Present
Skills
Annuities, Pensions, Insurance Law, Corporate Governance, Privacy Law, Fixed Annuities, Securities, Defined Benefit, Retirement, Financial Risk, Investments, Actuarial Science, Pension Funds, Mutual Funds, Governance, Insurance
Education
McMaster University
B.Comm/B.A. (Econ.)
Queen's University
LL.B.
Sun Life Financial June 2010 - Present
Nortel December 2007 - May 2009
Nortel August 2004 - December 2007
Nortel November 1999 - August 2004
Nortel August 1997 - November 1999
Nortel June 1995 - August 1997
Skills
Business Analysis, Team Building, Negotiation, Customer Oriented, Microsoft Office, Web Project Management, Project Management, Software Documentation, Process Improvement, SDLC, Vendor Management
Education
McMaster University 1993 — 1995
MBA, Marketing
Western University 1987 — 1991
BA, Honors Psychology
Sunlife Financial January 2004 - Present
Sun Life Financial 2004 - Present
Assante Wealth Management October 1998 - January 2004
Skills
Retirement Savings, Critical Illness, Wealth, Mutual Funds, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Accumulation
Education
McMaster University 1992 — 1996
Bachelor of Commerce (B.Com.), Economics & Marketing
Yes 1992 — 1996
Bachelor of Commerce (B.Com.), Marketing & Economics
Sun Life Financial
Skills
Investments, Real Estate, Investment Properties, Real Estate Development, Financial Analysis, Real Estate Financing, Due Diligence, Mortgage Lending, Asset Management, Portfolio Management
Education
McMaster University
State of Connecticut Office of The Treasurer March 2012 - Present
Sun Life Financial December 2010 - April 2011
Hartford Life 2007 - 2009
Travelers Investment Management Company (TIMCO) 1987 - 2006
Barnes Group, Inc. 1985 - 1986
Ernst & Whinney 1980 - 1985
Skills
Accounting, Compliance, Financial Reporting, GAAP, Financial Analysis, SOX, General Ledger, Audit, Investments, Auditing, Budgeting, Forecasting, Internal Controls, Excel, SEC reporting, Financial Accounting, Quickbooks, Word, PowerPoint, Non-profits, Microsoft Office, Asset Management, Corporate Finance, QuickBooks, Financial Statements
Education
Merrimack College 1976 — 1980
BSBA, Accounting
Sun Life Financial September 2014 - Present
kbs+ toronto July 2014 - September 2014
Capital C January 2014 - June 2014
Capital C January 2010 - December 2013
Capital C October 2007 - December 2009
A&C January 2007 - July 2007
CHUM Television October 2003 - December 2006
CHUM Television October 2001 - October 2003
Skills
Digital Strategy, Marketing Strategy, Marketing Communications, Market Research, Strategic Planning, Business Strategy, Building Relationships, Budget Monitoring, Budget Setting, Direct Marketing, Corporate Communications, Digital Marketing, Strategy, Sponsorship, Marketing, Advertising, Integrated Marketing, Leadership, Management, Social Media Marketing
Education
University of Toronto 2014 — 2014
Continuing Education, Managing People Essentials
Institute of Holistic Nutrition 2003 — 2005
Diploma, Holistic Nutrition
McMaster University 1996 — 2000
Honours B.Comm
Sun Life Financial July 2012 - Present
Red Umbrella Inn March 2009 - July 2012
Sunlife Financial January 2008 - February 2009
Networking Solutions Canada February 2008 - September 2008
Manulife Financial, GB Solutions January 2007 - December 2007
Calidar Systems Inc January 2002 - December 2006
Clarica Life Insurance Company January 2001 - November 2001
CGI Information Systems and Management Consultants January 2001 - June 2001
Independent Electricity Market July 2000 - December 2000
Rheem Canada Ltd December 1999 - June 2000
Skills
Visio, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, User Acceptance Testing, Databases, Data Mapping, Software Documentation, Requirements Analysis, Workshop Facilitation, Quality Assurance
Education
Hamilton-Wentworth Communication Collective
Diploma, Signed English
International Data Processing Institute
McMaster University
A, Psychology
McMaster University
B.A, Physical Anthropology
CPP Investment Board April 2014 - Present
CPP Investment Board November 2011 - March 2014
Sun Life Financial May 2008 - November 2011
Skills
SAS, Statistics, R, VBA, Analytics, Data Analysis, Bloomberg, Time Series Analysis, Business Analysis, Microsoft SQL Server, Data Mining, Quantitative Finance, Research analyst, Project managing, COBOL, Mainframe, Interpreting Data, Oracle, Analysis
Education
McMaster University 2006 — 2007
MSc, Statistics
Sun Life Financial July 2015 - Present
Sun Life Financial 2013 - 2015
Sun Life Financial January 2010 - January 2013
Deloitte & Touche August 2004 - December 2009
Education
McMaster University 1999 — 2004
Bachelor of Commerce, Business
Canadian Institute of Chartered Accountants
CA
Ceridian Canada Ltd. December 2011 - Present
Ceridian Canada Ltd March 2006 - November 2011
Ceridian Canada Ltd February 2004 - February 2006
Sun Life Financial June 2001 - December 2003
Skills
Systems..., SQL Server 2000-2008..., MS Office Suite, Visio, Microsoft Certified..., MS CRM 2011, Microsoft Dynamics, Siebel 8.x, Siebel 7.x, Visual Studio/Visual..., InfoPath Forms, XML Spy, SharePoint, Scrum Methodolgy and..., Systems Analysis, MS Project, Requirements Gathering, Use Case Analysis, User-centered Design, Lotus Notes, Microsoft Office, SDLC, Microsoft CRM, SQL, Microsoft SQL Server, Agile Methodologies, Software Development, Business Analysis, VBScript, Databases, CRM, Software Documentation, Enterprise Software, Visual Studio
Education
Oracle University 2012 — 2012
Certificate of Completion, Siebel 8.0 Essentials Ed 1
Ryerson University 2008 — 2013
Certificate Courses, Business Analysis Continuing Education
McMaster University 1997 — 2001
BSc, Mathematical Science
BMO Financial Group/Aon Hewitt May 2013 - Present
Funnel Search Group ( formerly Botrie Associates) April 2010 - April 2013
Stay at home Mom January 2000 - March 2010
Sun Life Financial December 1998 - December 1999
CIBC January 1997 - December 1998
Botrie Associates June 1991 - January 1997
Skills
Talent Acquisition, Interviewing, Sourcing, Applicant Tracking..., Onboarding, Executive Search, Technical Recruiting, Talent Management, Recruiting, Human Resources, Performance Management, Internet Recruiting, College Recruiting, Contract Recruitment, Behavioral Interviewing, Corporate Recruiting, Temporary Placement, Employee Relations, New Hire Orientations, Training, Interviews, Screening Resumes, Deferred Compensation, Succession Planning, Employee Benefits, Management, Workforce Planning, HRIS, Personnel Management, Employee Engagement, Benefits Administration, Hiring, HR Policies, Recruitment Advertising
Education
McMaster University 1985 — 1988
BA, Political Science
Stage-Gate International September 2013 - Present
Stage-Gate International September 2012 - September 2013
Stage-Gate International May 2008 - September 2012
Sun Life Financial December 2007 - December 2008
Skills
Product Innovation, Product Management, Innovation Management, Cross-functional Team..., Product Development, Product Marketing, Market Research, Market Analysis, Business Strategy, Marketing Strategy, Strategic Planning, Business Process..., Change Management, Competitive Analysis, Stage-Gate
Education
Niagara University 2006 — 2007
Master of Business Administration (MBA) in, Strategic Management
McMaster University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sun Life Financial March 2006 - Present
Sun Life Financial September 1993 - March 2006
Education
McGill University 1988 — 1992
Bachelor, Art History
Sun Life Financial 2004 - Present
Skills
Disaster Recovery, SDLC, Vendor Management, SCCM, Business Analysis, Data Center, ITIL, IT Service Management, IT Operations, IT Strategy, IT Management, PMP, Visio, SharePoint, Integration, Enterprise Architecture, Process Improvement, Windows Server, Requirements Analysis, Requirements Gathering, Project Management, Leadership, Incident Management, Change Management
Education
Mohawk College 2000 — 2002
Diploma, Networking & Hardware
McMaster University 1995 — 1999
B.Soc, Economics
Sun Life Financial January 2011 - Present
Sysco October 2002 - October 2010
Sobeys September 1993 - October 2002
Skills
Resource Management, Business Analysis, Vendor Management, SDLC, Requirements Analysis, Software Development, Requirements Gathering, Software Project..., Warehouse Management
Education
Mohawk College 2012 — 2013
Human Resources Management
McMaster University 1981 — 1992
Bsc, Mathematics
Sun Life Financial October 2013 - Present
Sun Life Financial 2008 - 2013
Skills
Vendor Management, Customer Service, Process Improvement, Insurance, Call Center, Change Management, Leadership, Business Process..., Call Centers, Account Management, Negotiation, Team Leadership, Coaching, Employee Benefits, Performance Management, Business Strategy, Business Analysis, Analysis, Risk Management, Operations Management, Management, Training, Team Building, Cross-functional Team..., Customer Satisfaction, Assurance
Education
McGill University
BA
Recall 2013 - Present
American Express 2010 - 2013
Pitney Bowes 2005 - 2010
Sun Life Financial 2005 - 2006
Skills
Sales Process, Business Development, Key Account Management, Strategic Partnerships, Cold Calling, Account Management, Sales Presentations, Solution Selling, Relationship..., B2B, Contract Negotiation, New Business Development, Direct Sales, Salesforce.com, Sales Growth, Selling, CRM, Credit Risk, Sales, Sales Management, Building Relationships, Change Management, Project Management, B2B Senior Sales,..., Achieving Results, Lead Generation, P&L Management, Proposal Writing, Leadership, Team-oriented, Customer Retention, Team Mentoring, Sales Operations, Forecasting, Team Building, Customer Acquisition, Relationship Management, Mentoring, Peer Mentoring, solution, Creative Direction, Creativity, Creative Problem Solving, Credit Analysis, Salesforce Training, salesforce, manag, Customer-focused, Life Insurance, Investments
Education
McMaster University 1999 — 2003
Bachelor of Arts (B.A.)
Cathedral High School 1995 — 1999
Honors Diploma
Sun Life Financial November 2011 - Present
SunLife Financial April 2010 - November 2011
SunLife May 2000 - April 2010
Skills
Process Improvement, Operations Management, Change Management, Team Building, Coaching, Analysis, Health, Wellness, Leadership Development, Employee Engagement, Performance Management, Problem Solving, Supervisory Skills, Staff Development, Business Analysis, Insurance, Training, Leadership, Team Leadership, Recruiting, Health Insurance, Vendor Management, Business Process..., Risk Management, Assurance
Education
McGill University 1979 — 1982
Bachelor, Maths and Computer Science
Workplace Safety and Insurance Board (WSIB) October 2012 - December 2012
Legacy Leaders Inc. July 2011 - December 2011
Self Employed April 2003 - October 2011
Statistics Canada May 2011 - July 2011
Sun Life Financial September 2009 - July 2010
DependableIT August 2006 - August 2008
Statistics Canada May 2006 - July 2006
VDI Healthcare Logistics December 2003 - February 2005
Skills
Event Planning, Social Media, Non-profits, Fundraising, Public Speaking, Event Management, Blogging, Social Networking, Acting, Strategic Planning, Administrative Work, Data Entry, Customer Service, Accounting, Bookkeeping, Reports, Interviews, Research, Editing, Time Management, Microsoft Office, Outlook
Education
University of Toronto - Woodsworth College 2012 — 2016
Bachelor’s Degree, Mathematical Statistics and Probability
Rudolf Steiner Centre 2004 — 2005
Foundation Studies Program, Certificate
McMaster University 1998 — 1999
Humanities
Sun Life Financial January 2008 - Present
Sun Life Financial April 2004 - December 2007
iGate Mastech January 1999 - April 2004
Skills
Business Analysis, Requirements Gathering, Product Development, Product Management, Product Design, Business Process..., Project Management, Business Process Design, Strategic Planning
Education
McMaster University
MBA
University of Toronto
HBSc
Sun Life Assurance Company of Canada April 2013 - Present
Sun Life Financial
Education
New York University School of Law 2002 — 2003
LLM
University of Toronto 1998 — 2001
JD
Queen's University 1996 — 1998
MA History
McMaster University 1992 — 1996
BA Humanities
Sun Life Financial October 2013 - Present
Sun Life Financial April 2013 - September 2013
RBC April 2012 - August 2012
Manulife Financial August 2011 - December 2011
Research In Motion January 2011 - April 2011
Skills
Microsoft Excel, Databases, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Valuation, Business Analysis, Risk Management, Analysis, Data Analysis, Investments, Quantitative Analytics, Statistics, Financial Accounting, Fixed Income, Capital Markets, Financial Risk, Finance, Microsoft Office, Leadership
Education
CFA Institute 2011 — 2013
McMaster University 2010 — 2012
MBA, Finance & Strategic Business Valuation Specialization
McMaster University 2006 — 2010
Honours Bachelors of Science, Major in Biochemistry and Minor in Economics
Roy Financial May 2012 - Present
Sun Life Financial June 2008 - April 2012
Mercer Human Resource Consulting January 2006 - June 2008
Standard Life September 2001 - December 2005
Alberta Blue Cross June 1998 - August 2001
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Critical Illness, Performance Management, Underwriting, Pensions, Life Insurance, Benefits Administration, Brokers, Succession Planning, Customer Service, Term Life Insurance, Customer Service...
Education
Memorial University of Newfoundland 1992 — 1997
Bachelor of Arts (B.A.), Social Sciences
David Donnelly
Sun Life Financial June 1978 - Present
Skills
Critical Illness, Mutual Funds, Wealth Management, Investments, Insurance, Retirement Planning
Education
McGill University
Accounting
Sun Life Financial November 2013 - Present
Sun Life Financial November 2010 - Present
Manulife Financial June 2005 - November 2010
CUMIS May 2003 - October 2004
Skills
Research, Training & Development, Communication, Organization, Leadership, Documentation, Influence, Employee Training, Enterprise Software, Call Centers, Software Documentation, Project Management, Social Influence, Management, Customer Service, Change Management, CRM, Policy, Time Management, Training, Team Leadership
Education
Mohawk College 1990 — 1991
Certificate, Records Management
McMaster University 1985 — 1988
BA, Sociology
Sun Life Global Investments July 2014 - Present
Sun Life Financial October 2012 - July 2014
Sun Life Financial March 2014 - June 2014
Ministry of Government Services November 2011 - January 2012
Skills
HRIS, HR Policies, Human Resources, Employee Relations, Onboarding, Interviews, Talent Management, Organizational..., Performance Management, Employment Law, Business Analysis, Business Process..., Business Process..., Business Analytics, Business Impact Analysis
Education
McMaster University 2009 — 2010
Master of Arts, Work & Society (Labour Studies)
Seneca College of Applied Arts and Technology 2011 — 2011
OCGC, Human Resources Management
York University 2003 — 2007
Bachelor of Arts, Sociology
Sun Life Financial February 2013 - Present
Sun Life Financial June 1998 - January 2013
Skills
Mutual Funds, Segregated Funds, Insurance, Fixed Annuities, Pensions, Retirement, Actuarial Science, Risk Management, Financial Analysis, Strategic Financial..., Retirement Planning, Financial Reporting, Portfolio Management, Management, Auditing, Finance, Wealth Management, Financial Planning, Financial Services
Education
McMaster University 1994 — 1998
H.B.Comm, Accounting/Economics
McMaster University
Hons. B. Comm., Accounting
Sun Life Financial January 2007 - Present
Sun Life Financial April 2004 - December 2006
Sun Life Financial May 2001 - April 2004
Skills
Investments, Accounting, Finance, Financial Services, Mutual Funds, Financial Analysis, Insurance, Wealth Management, Process Improvement, Segregated Funds, Management
Education
McMaster University 1993 — 1998
Bachelor of Commerce (B.Com.), Accounting and Finance
Sun Life Financial May 2013 - Present
Skills
Research, Government, Human Rights, Problem Analysis, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Editing, Teaching, Customer Service, Outlook, Strategic Planning, Windows, Politics, Public Relations, HTML, Social Media, Event Planning, English, Budgets, Communication
Education
Memorial University of Newfoundland 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Desjardins Financial Security Life Assurance Company January 2012 - Present
Desjardins Financial Security Life Assurance Company December 2008 - January 2012
Sun Life Financial November 2007 - December 2008
Skills
Claims Management, Claim, Insurance, Health Insurance, Disability Insurance
Education
McMaster University 2002 — 2006
Bachelor's degree, Kinesiology & Health Studies