Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Kent Roers, CFP Kent Roers, CFP's Sun Life Financial Experience April 2009 - 2012
Job Owner at Bison Management Team
Industry Financial Services
Experience
Roers Investments 2012 - Present
Bison Management Team 2012 - Present
Sun Life Financial April 2009 - 2012
AXA Equitable December 2008 - April 2009
Claymore Securities August 2005 - November 2008
American Express Financial Advisors January 2003 - August 2005
American Express Financial Advisors March 2002 - January 2003
The Kuhr Group 1999 - March 2002
Northwestern Mutual Life 1997 - 1999
Skills
Asset Managment, Estate Planning, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Retirement, Series 7
Education
Minnesota State University, Mankato 1999 — 2000
CFP, Certified Financial Planning Degree
Southwest Minnesota State University 1995 — 1999
Bachelor Degree, Bachelor of Science Business Administration
Roers Investments 2012 - Present
Bison Management Team 2012 - Present
Sun Life Financial April 2009 - 2012
AXA Equitable December 2008 - April 2009
Claymore Securities August 2005 - November 2008
American Express Financial Advisors January 2003 - August 2005
American Express Financial Advisors March 2002 - January 2003
The Kuhr Group 1999 - March 2002
Northwestern Mutual Life 1997 - 1999
Skills
Asset Managment, Estate Planning, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Retirement, Series 7
Education
Minnesota State University, Mankato 1999 — 2000
CFP, Certified Financial Planning Degree
Southwest Minnesota State University 1995 — 1999
Bachelor Degree, Bachelor of Science Business Administration
Charmaine Thomas Charmaine Thomas's Sun Life Financial Experience April 2012 - September 2012
Job Labour Relations Assistant with United Nurses of Alberta
Industry Human Resources
Experience
United Nurses of Alberta August 2014 - Present
Friday Professional Group Inc. January 2007 - August 2014
Sun Life Financial April 2012 - September 2012
Skills
Economic Modeling, Customer Service, Microsoft Office, Time Management, Teamwork, Administration, Human Resources, Training, Office Administration, Policy, Office Management, Invoicing, Office Equipment, Social Media
Education
The University of Calgary 2009 — 2014
Bachelor of Arts (BA), Economics
Mount Royal College 2008 — 2009
University Transfer, French Language and Literature
United Nurses of Alberta August 2014 - Present
Friday Professional Group Inc. January 2007 - August 2014
Sun Life Financial April 2012 - September 2012
Skills
Economic Modeling, Customer Service, Microsoft Office, Time Management, Teamwork, Administration, Human Resources, Training, Office Administration, Policy, Office Management, Invoicing, Office Equipment, Social Media
Education
The University of Calgary 2009 — 2014
Bachelor of Arts (BA), Economics
Mount Royal College 2008 — 2009
University Transfer, French Language and Literature
Lana Moore Lana Moore's Sun Life Financial Experience November 2010 - May 2012
Job
Industry Hospital & Health Care
Experience
MSK Centre January 2013 - Present
Manulife Financial May 2012 - December 2012
Sun Life Financial November 2010 - May 2012
McMaster University July 2006 - November 2010
Education
Mohawk College 2000 — 2002
Diploma, Office Administration - Medical
MSK Centre January 2013 - Present
Manulife Financial May 2012 - December 2012
Sun Life Financial November 2010 - May 2012
McMaster University July 2006 - November 2010
Education
Mohawk College 2000 — 2002
Diploma, Office Administration - Medical
Ashley Gainor Ashley Gainor's Sun Life Financial Experience August 2013 - Present
Job Enrollment Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial September 2011 - August 2013
Sun Life Financial July 2009 - September 2011
Skills
Life Insurance, Disability Insurance, Employee Benefits, Account Management, Sales, Sales Presentations, Health Insurance, Term Life Insurance, Critical Illness, Benefits Administration, Brokers, Customer Service, Insurance, Leadership, Underwriting
Education
International College of Management, Sydney, Australia 2009 — 2009
Bachelor's degree, Marketing
Minnesota State University, Mankato 2005 — 2009
Bachelor's degree, Marketing
Sun Life Financial August 2013 - Present
Sun Life Financial September 2011 - August 2013
Sun Life Financial July 2009 - September 2011
Skills
Life Insurance, Disability Insurance, Employee Benefits, Account Management, Sales, Sales Presentations, Health Insurance, Term Life Insurance, Critical Illness, Benefits Administration, Brokers, Customer Service, Insurance, Leadership, Underwriting
Education
International College of Management, Sydney, Australia 2009 — 2009
Bachelor's degree, Marketing
Minnesota State University, Mankato 2005 — 2009
Bachelor's degree, Marketing
Dave Quinton, BBA, CHS Dave Quinton, BBA, CHS's Sun Life Financial Experience June 2014 - Present
Job Wealth Enhancement and Preservation
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Qualified Financial Services (QFS) January 2013 - June 2014
Desjardins Financial Security May 2006 - January 2013
SuccessNow Inc. September 2002 - April 2006
CIBC January 1996 - September 2002
FutureGrowth Investment Group March 1993 - December 1995
D.J. Quinton & Associates May 1990 - March 1993
Skills
Critical Illness, Insurance, Retirement Planning, Disability Insurance, Health Insurance, Strategic Financial..., Investments, Sales Management, Financial Advisory, Asset Management, Estate Planning, Employee Benefits, Succession Planning, Fixed Annuities, Financial Planners, Retirement, Long-term Care, Life Insurance, Term Life Insurance, Wealth, Wealth Management, Mutual Funds, Pensions, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, Investment Strategies, Financial Services, Asset Allocation, Whole Life, Retirement Savings, Savings, Wealth Management..., Income Protection, Personal Finance, Universal Life, Group Insurance, Securities, Brokers, Defined Benefit, High Net Worth..., Underwriting, Relationship Management, Financial Planning
Education
Mount Saint Vincent University 1984 — 1990
BBA, Finance and Marketing
Halifax West
Sun Life Financial June 2014 - Present
Qualified Financial Services (QFS) January 2013 - June 2014
Desjardins Financial Security May 2006 - January 2013
SuccessNow Inc. September 2002 - April 2006
CIBC January 1996 - September 2002
FutureGrowth Investment Group March 1993 - December 1995
D.J. Quinton & Associates May 1990 - March 1993
Skills
Critical Illness, Insurance, Retirement Planning, Disability Insurance, Health Insurance, Strategic Financial..., Investments, Sales Management, Financial Advisory, Asset Management, Estate Planning, Employee Benefits, Succession Planning, Fixed Annuities, Financial Planners, Retirement, Long-term Care, Life Insurance, Term Life Insurance, Wealth, Wealth Management, Mutual Funds, Pensions, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, Investment Strategies, Financial Services, Asset Allocation, Whole Life, Retirement Savings, Savings, Wealth Management..., Income Protection, Personal Finance, Universal Life, Group Insurance, Securities, Brokers, Defined Benefit, High Net Worth..., Underwriting, Relationship Management, Financial Planning
Education
Mount Saint Vincent University 1984 — 1990
BBA, Finance and Marketing
Halifax West
Justin France Justin France's Sun Life Financial Experience August 2000 - September 2001
Job Regional Market Manager, Northern California
Industry Insurance
Experience
Cigna December 2011 - Present
Cigna April 2010 - December 2011
Reliance Standard Life Insurance Co. April 2006 - April 2010
Cigna September 2001 - April 2006
Sun Life Financial August 2000 - September 2001
The Standard Life Insurance Company February 1999 - August 2000
Great-West Life November 1997 - February 1999
Skills
Disability Insurance, Management, Sales, Sales Management, Health Insurance, Life Insurance, Insurance, Health Savings Accounts, Employee Benefits, Group Insurance, Human Resources, Term Life Insurance, Underwriting, Accident, Benefits Administration, COBRA, Medicare, Self-funded, Health Care Reform, Long-term Care, Brokers, Workers Compensation
Education
Montana State University-Bozeman 1989 — 1994
BA, Political Science/Pre Law
Cigna December 2011 - Present
Cigna April 2010 - December 2011
Reliance Standard Life Insurance Co. April 2006 - April 2010
Cigna September 2001 - April 2006
Sun Life Financial August 2000 - September 2001
The Standard Life Insurance Company February 1999 - August 2000
Great-West Life November 1997 - February 1999
Skills
Disability Insurance, Management, Sales, Sales Management, Health Insurance, Life Insurance, Insurance, Health Savings Accounts, Employee Benefits, Group Insurance, Human Resources, Term Life Insurance, Underwriting, Accident, Benefits Administration, COBRA, Medicare, Self-funded, Health Care Reform, Long-term Care, Brokers, Workers Compensation
Education
Montana State University-Bozeman 1989 — 1994
BA, Political Science/Pre Law
Ralph Grauso Ralph Grauso's Sun Life Financial Experience 1983 - 1998
Job Wealth Manager | Retirement Planning | Investment Management | Estate Planning | Insurance
Industry Financial Services
Experience
ASC Financial Group December 2004 - Present
Radio Show Host January 2013 - September 2014
Kahall Estate Planning Services 1998 - 2004
Sun Life Financial 1983 - 1998
Great-West Life 1978 - 1982
Skills
Fixed Annuities, Retirement, Retirement Planning, Investments, Wealth Management, IRAs, Wealth, Portfolio Management, Life Insurance, Estate Planning, Investment Advisory, Insurance, Roth IRA, Series 65, Charitable Giving..., Retirement Educator, Fiduciary Services, Asset Protection
Education
Monmouth University
Associate's degree, Education
ASC Financial Group December 2004 - Present
Radio Show Host January 2013 - September 2014
Kahall Estate Planning Services 1998 - 2004
Sun Life Financial 1983 - 1998
Great-West Life 1978 - 1982
Skills
Fixed Annuities, Retirement, Retirement Planning, Investments, Wealth Management, IRAs, Wealth, Portfolio Management, Life Insurance, Estate Planning, Investment Advisory, Insurance, Roth IRA, Series 65, Charitable Giving..., Retirement Educator, Fiduciary Services, Asset Protection
Education
Monmouth University
Associate's degree, Education
Eric Kohli Eric Kohli's Sun Life Financial Experience June 1999 - February 2001
Job Capital Markets Consultant at Accenture
Industry Financial Services
Experience
Accenture August 2015 - Present
GlobeOp Financial Services June 2010 - April 2015
HypoVereinsbank - UniCredit Bank AG September 2009 - December 2009
Sapient March 2008 - July 2009
Imagine Software Inc. December 2007 - March 2008
Countrywide Capital Markets March 2007 - December 2007
Wells Fargo (Wachovia Corp) July 2005 - April 2007
Bank of America December 2004 - July 2005
The Bank of New York April 2001 - October 2004
Sun Life Financial June 1999 - February 2001
Skills
Derivatives, Hedge Funds, Fixed Income, Bonds, Options, Credit Derivatives, Financial Risk, Bloomberg, Banking, Valuation, Account Reconciliation, Mutual Funds, FX Options, Trading, Securities, Equity Derivatives, Swaps, CDS, Financial Markets, Calypso, Interest Rate..., Forwards, ETFs, FX Spot, Fund Administration, Dodd-Frank, Derivative Operations, DTC, ISDA, Geneva, OTC, Scrittura, Prime Brokerage, Central Clearing, Trade Capture, Investor Relations..., Bank Loans, Exotic Derivatives, FX Derivatives, Repos, Swapswire, Operations Management, Wire Transfers, Bank Reconciliation, Futures, Kondor, Equities, Collateral
Education
State University of New York College at Plattsburgh 1993 — 1995
Bachelors, Communications
Mohawk Valley Community College 1991 — 1993
Associates, Liberal Arts
Accenture August 2015 - Present
GlobeOp Financial Services June 2010 - April 2015
HypoVereinsbank - UniCredit Bank AG September 2009 - December 2009
Sapient March 2008 - July 2009
Imagine Software Inc. December 2007 - March 2008
Countrywide Capital Markets March 2007 - December 2007
Wells Fargo (Wachovia Corp) July 2005 - April 2007
Bank of America December 2004 - July 2005
The Bank of New York April 2001 - October 2004
Sun Life Financial June 1999 - February 2001
Skills
Derivatives, Hedge Funds, Fixed Income, Bonds, Options, Credit Derivatives, Financial Risk, Bloomberg, Banking, Valuation, Account Reconciliation, Mutual Funds, FX Options, Trading, Securities, Equity Derivatives, Swaps, CDS, Financial Markets, Calypso, Interest Rate..., Forwards, ETFs, FX Spot, Fund Administration, Dodd-Frank, Derivative Operations, DTC, ISDA, Geneva, OTC, Scrittura, Prime Brokerage, Central Clearing, Trade Capture, Investor Relations..., Bank Loans, Exotic Derivatives, FX Derivatives, Repos, Swapswire, Operations Management, Wire Transfers, Bank Reconciliation, Futures, Kondor, Equities, Collateral
Education
State University of New York College at Plattsburgh 1993 — 1995
Bachelors, Communications
Mohawk Valley Community College 1991 — 1993
Associates, Liberal Arts
Steve Beaton Steve Beaton's Sun Life Financial Experience May 1997 - January 2003
Job VP Audit Services at USAA
Industry Financial Services
Experience
USAA September 2014 - Present
USAA March 2013 - September 2014
Freddie Mac December 2009 - March 2013
Lupus Foundation of America DC/MD/VA Chapter, Inc. 2010 - 2013
Beaton Solutions, LLC August 2008 - December 2009
TD Banknorth February 2007 - July 2008
Fifth Third Bank January 2003 - February 2007
Sun Life Financial May 1997 - January 2003
Price Waterhouse May 1996 - May 1997
Bank of Ireland May 1985 - May 1996
Skills
Governance, Due Diligence, IT Audit, Financial Services, CISA, Program Management, Enterprise Risk..., Risk Management, Financial Risk, Sarbanes-Oxley Act, Operational Risk..., Risk Assessment, Internal Audit, Enterprise Architecture, Process Improvement, Leadership, Change Management, Banking, Internal Controls, Management, Information Technology, Auditing, Business Continuity, IT Strategy, Budgets, Business Process, Business Process..., Operational Risk, Executive Management, Sarbanes-Oxley, Business Analysis, Financial Analysis, Software Documentation, Finance, COBIT, Information Security, Information Security..., Mergers & Acquisitions, COSO, Fraud, Corporate Governance, Managerial Finance, Financial Modeling
Education
University of Virginia - McIntire School of Commerce 2011 — 2012
MS, Management of IT
Merrimack College 1977 — 1987
BS, Business Administration
USAA September 2014 - Present
USAA March 2013 - September 2014
Freddie Mac December 2009 - March 2013
Lupus Foundation of America DC/MD/VA Chapter, Inc. 2010 - 2013
Beaton Solutions, LLC August 2008 - December 2009
TD Banknorth February 2007 - July 2008
Fifth Third Bank January 2003 - February 2007
Sun Life Financial May 1997 - January 2003
Price Waterhouse May 1996 - May 1997
Bank of Ireland May 1985 - May 1996
Skills
Governance, Due Diligence, IT Audit, Financial Services, CISA, Program Management, Enterprise Risk..., Risk Management, Financial Risk, Sarbanes-Oxley Act, Operational Risk..., Risk Assessment, Internal Audit, Enterprise Architecture, Process Improvement, Leadership, Change Management, Banking, Internal Controls, Management, Information Technology, Auditing, Business Continuity, IT Strategy, Budgets, Business Process, Business Process..., Operational Risk, Executive Management, Sarbanes-Oxley, Business Analysis, Financial Analysis, Software Documentation, Finance, COBIT, Information Security, Information Security..., Mergers & Acquisitions, COSO, Fraud, Corporate Governance, Managerial Finance, Financial Modeling
Education
University of Virginia - McIntire School of Commerce 2011 — 2012
MS, Management of IT
Merrimack College 1977 — 1987
BS, Business Administration
James Maru James Maru's Sun Life Financial Experience July 2012 - June 2013
Job Finance Professional | MBA Candidate at D'AmoreMcKim School of Business, Northeastern University
Industry Financial Services
Experience
Wellington Management November 2014 - June 2015
Wellington Management June 2014 - June 2015
Sun Life Financial July 2012 - June 2013
Middlebury College May 2010 - May 2012
Middlebury College December 2008 - May 2012
Hernandez Consulting November 2011 - February 2012
Middlebury College Admissions Office October 2009 - November 2011
Skills
Research, Data Analytics, Microsoft Excel, Financial Analysis, Communication, Statistics, PowerPoint, Stata
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University - D'Amore-McKim School of Business 2013 — 2015
Candidate for Master of Business Administration (MBA) degree
Middlebury College 2008 — 2012
BA, Economics
Starehe Boys' Technical Training Institute 2007 — 2007
Certified Public Accountant Part I Certificate
Wellington Management November 2014 - June 2015
Wellington Management June 2014 - June 2015
Sun Life Financial July 2012 - June 2013
Middlebury College May 2010 - May 2012
Middlebury College December 2008 - May 2012
Hernandez Consulting November 2011 - February 2012
Middlebury College Admissions Office October 2009 - November 2011
Skills
Research, Data Analytics, Microsoft Excel, Financial Analysis, Communication, Statistics, PowerPoint, Stata
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University - D'Amore-McKim School of Business 2013 — 2015
Candidate for Master of Business Administration (MBA) degree
Middlebury College 2008 — 2012
BA, Economics
Starehe Boys' Technical Training Institute 2007 — 2007
Certified Public Accountant Part I Certificate
Lauren Powers Lauren Powers's Sun Life Financial Experience August 2013 - August 2014
Job Client Relationship Coordinator at Strategic Financial Partners
Industry Insurance
Experience
Strategic Financial Partners August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial April 2012 - August 2013
Skills
Insurance, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Science (B.S.), Sociology
Strategic Financial Partners August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial April 2012 - August 2013
Skills
Insurance, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Science (B.S.), Sociology
Cordelia Vickery Cordelia Vickery's Sun Life Financial Experience October 2014 - July 2015
Job Court Assistant
Industry Judiciary
Experience
State of New Hampshire, Judicial Branch July 2015 - Present
Sun Life Financial October 2014 - July 2015
Haverhill District Court February 2013 - July 2013
Ira Nissan of Tewksbury February 2011 - May 2013
The Sad Cafe May 2007 - December 2011
Skills
Sales, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Payments, Teamwork, Research, Social Media, English, Time Management, SPSS, Leadership, Customer Satisfaction
Education
Merrimack College 2009 — 2013
Bachelor of Arts (BA), Sociology
Timberlane Regional High School 2005 — 2009
Scholastic Diploma
State of New Hampshire, Judicial Branch July 2015 - Present
Sun Life Financial October 2014 - July 2015
Haverhill District Court February 2013 - July 2013
Ira Nissan of Tewksbury February 2011 - May 2013
The Sad Cafe May 2007 - December 2011
Skills
Sales, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Payments, Teamwork, Research, Social Media, English, Time Management, SPSS, Leadership, Customer Satisfaction
Education
Merrimack College 2009 — 2013
Bachelor of Arts (BA), Sociology
Timberlane Regional High School 2005 — 2009
Scholastic Diploma
Kehinde Adelani Kehinde Adelani's Sun Life Financial Experience February 2011 - March 2012
Job Budgeting and Reporting Analyst at Enel Green Power North America
Industry Renewables & Environment
Experience
Enel Green Power North America May 2012 - November 2014
Sun Life Financial February 2011 - March 2012
Barclays Capital June 2008 - January 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Finance, Strategic Financial..., Forecasting, PowerPoint, SAP, Bloomberg, Financial Modeling, Business Strategy, Financial Reporting, Budgets, Microsoft Word, Strategic Planning, Business Development, Business Intelligence, Management, Analysis, Access, Risk Management
Education
Montclair State University 2005 — 2008
School of business, Concentrated; Economics; Economics and finance
Association
BA, Economics
Enel Green Power North America May 2012 - November 2014
Sun Life Financial February 2011 - March 2012
Barclays Capital June 2008 - January 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Finance, Strategic Financial..., Forecasting, PowerPoint, SAP, Bloomberg, Financial Modeling, Business Strategy, Financial Reporting, Budgets, Microsoft Word, Strategic Planning, Business Development, Business Intelligence, Management, Analysis, Access, Risk Management
Education
Montclair State University 2005 — 2008
School of business, Concentrated; Economics; Economics and finance
Association
BA, Economics
Lindsey Mittler's Sun Life Financial Experience June 2003 - October 2005
Job Planning & Procurement Manager
Industry Retail
Experience
HelloFresh USA February 2015 - Present
Rue La La June 2011 - February 2015
Rue La La August 2009 - June 2011
Rue La La November 2008 - August 2009
Kingsbury Chocolates August 2006 - August 2008
Serenade Chocolatier October 2005 - August 2006
Sun Life Financial June 2003 - October 2005
Skills
Retail, Merchandising, Inventory Management, Facebook, Customer Service, Social Media, E-commerce, Social Networking, Social Media Marketing, Sales, Outlook, Forecasting, Event Planning
Education
Ecole Chocolat 2008 — 2008
Professional Chocolatier
Merrimack College 1999 — 2003
Bachelor of Science, Business Management
Sharon High School 1995 — 1999
High School Diploma
HelloFresh USA February 2015 - Present
Rue La La June 2011 - February 2015
Rue La La August 2009 - June 2011
Rue La La November 2008 - August 2009
Kingsbury Chocolates August 2006 - August 2008
Serenade Chocolatier October 2005 - August 2006
Sun Life Financial June 2003 - October 2005
Skills
Retail, Merchandising, Inventory Management, Facebook, Customer Service, Social Media, E-commerce, Social Networking, Social Media Marketing, Sales, Outlook, Forecasting, Event Planning
Education
Ecole Chocolat 2008 — 2008
Professional Chocolatier
Merrimack College 1999 — 2003
Bachelor of Science, Business Management
Sharon High School 1995 — 1999
High School Diploma
Joni Arnold Joni Arnold's Sun Life Financial Experience July 2013 - Present
Job Employee Benefits Representative at Sun Life Financial, a voluntary, group, and stoploss benefits leader.
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Unum February 2008 - July 2013
Cellular Sales - AT&T November 2003 - February 2008
Education
Middle Tennessee State University 2003 — 2005
Bachelor of Science (B.S.), Criminal Justice/Psychology
Reinhardt University 2001 — 2003
Sun Life Financial July 2013 - Present
Unum February 2008 - July 2013
Cellular Sales - AT&T November 2003 - February 2008
Education
Middle Tennessee State University 2003 — 2005
Bachelor of Science (B.S.), Criminal Justice/Psychology
Reinhardt University 2001 — 2003
Jason Whissell Jason Whissell's Sun Life Financial Experience June 2003 - June 2007
Job Senior Manager – Corporate Technology Services at BlackBerry
Industry Wireless
Experience
BlackBerry October 2013 - Present
BlackBerry June 2012 - October 2013
BlackBerry October 2009 - June 2012
BlackBerry November 2008 - November 2009
BlackBerry July 2007 - October 2008
Sun Life Financial June 2003 - June 2007
Sun Life Financial September 2002 - June 2003
Clarica August 2001 - May 2002
Skills
ITIL, Problem Management, Incident Management, Vendor Management, ITIL Certified, Change Management, Business Analysis, Process Improvement, Service Delivery, Program Management, Project Management, BMC Remedy, Release Management, Team Leadership, Leadership Development, Management, IT Service Management, Customer Insight, Customer Service, Customer Satisfaction, Mentoring, Knowledge Management, KCS, Operational Excellence, Operational Strategy, ITIL Implementation, ITIL Process, ITIL v3 Foundations..., Major Incident..., Organizational..., Organizational Design, Software Documentation, Strategy, PMP, Six Sigma, Project Planning, CRM, Call Centers, Leadership, Training, Enterprise Software, Team Management, Troubleshooting, Blackberry, IT Operations, Project Portfolio..., Outsourcing, IT Management, Customer Experience
Education
Mohawk College 2000 — 2002
Computer Science, Networking and Hardware with Co-op Diploma
BlackBerry October 2013 - Present
BlackBerry June 2012 - October 2013
BlackBerry October 2009 - June 2012
BlackBerry November 2008 - November 2009
BlackBerry July 2007 - October 2008
Sun Life Financial June 2003 - June 2007
Sun Life Financial September 2002 - June 2003
Clarica August 2001 - May 2002
Skills
ITIL, Problem Management, Incident Management, Vendor Management, ITIL Certified, Change Management, Business Analysis, Process Improvement, Service Delivery, Program Management, Project Management, BMC Remedy, Release Management, Team Leadership, Leadership Development, Management, IT Service Management, Customer Insight, Customer Service, Customer Satisfaction, Mentoring, Knowledge Management, KCS, Operational Excellence, Operational Strategy, ITIL Implementation, ITIL Process, ITIL v3 Foundations..., Major Incident..., Organizational..., Organizational Design, Software Documentation, Strategy, PMP, Six Sigma, Project Planning, CRM, Call Centers, Leadership, Training, Enterprise Software, Team Management, Troubleshooting, Blackberry, IT Operations, Project Portfolio..., Outsourcing, IT Management, Customer Experience
Education
Mohawk College 2000 — 2002
Computer Science, Networking and Hardware with Co-op Diploma
Diane Currier, PMP's Sun Life Financial Experience July 2013 - February 2014
Job Managing Consultant at Majesco
Industry Insurance
Experience
Majesco January 2015 - Present
Agile Technologies February 2014 - December 2014
Sun Life Financial July 2013 - February 2014
Metropolitan Life Insurance Company, New England Financial Subsidiary January 2000 - November 2012
MetLife 1976 - 2012
MetLife January 1976 - January 2000
Skills
Insurance, Underwriting, Health Insurance, Reinsurance, General Insurance, Claim, Legal Liability, Strategic Financial..., Life Insurance, Disability Insurance, Risk Management, Fixed Annuities, Term Life Insurance, Business Analysis, Project Management, Process Improvement, Brokers, Team Management, Analysis, Mergers & Acquisitions, Finance, Business Strategy, Financial Analysis, Auditing, Employee Benefits, Financial Services, Management, Negotiation, Leadership, Vendor Management, GAAP, Portfolio Management, Business Process..., Sarbanes-Oxley Act, Integration, Databases, Financial Reporting, Business Requirements, Enterprise Risk..., SDLC
Education
Merrimack College 1977 — 1981
Bachelor of Science (BS), Accounting
Project Management Institute 2013 — 2013
PMP, Project Management
Majesco January 2015 - Present
Agile Technologies February 2014 - December 2014
Sun Life Financial July 2013 - February 2014
Metropolitan Life Insurance Company, New England Financial Subsidiary January 2000 - November 2012
MetLife 1976 - 2012
MetLife January 1976 - January 2000
Skills
Insurance, Underwriting, Health Insurance, Reinsurance, General Insurance, Claim, Legal Liability, Strategic Financial..., Life Insurance, Disability Insurance, Risk Management, Fixed Annuities, Term Life Insurance, Business Analysis, Project Management, Process Improvement, Brokers, Team Management, Analysis, Mergers & Acquisitions, Finance, Business Strategy, Financial Analysis, Auditing, Employee Benefits, Financial Services, Management, Negotiation, Leadership, Vendor Management, GAAP, Portfolio Management, Business Process..., Sarbanes-Oxley Act, Integration, Databases, Financial Reporting, Business Requirements, Enterprise Risk..., SDLC
Education
Merrimack College 1977 — 1981
Bachelor of Science (BS), Accounting
Project Management Institute 2013 — 2013
PMP, Project Management
Ross Oftedahl Ross Oftedahl's Sun Life Financial Experience August 2012 - September 2013
Job Voluntary Worksite Sales Representative at Assurant Employee Benefits
Industry Insurance
Experience
Sun Life Financial August 2012 - September 2013
Reliance Standard January 2004 - July 2012
Hagemeyer North America January 2000 - December 2004
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Brokers, Health Savings Accounts, New Business Development, Sales Management, Account Management, Life Insurance, Term Life Insurance, Sales, Voluntary Employee...
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science, Marketing
Sun Life Financial August 2012 - September 2013
Reliance Standard January 2004 - July 2012
Hagemeyer North America January 2000 - December 2004
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Brokers, Health Savings Accounts, New Business Development, Sales Management, Account Management, Life Insurance, Term Life Insurance, Sales, Voluntary Employee...
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science, Marketing
Dan Heslin Dan Heslin's Sun Life Financial Experience February 2011 - September 2013
Job Treasury Analyst at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company September 2013 - Present
Sun Life Financial February 2011 - September 2013
Sun Life Financial July 2007 - January 2011
Sun Life Financial October 2006 - May 2007
Sun Life Financial July 2004 - September 2006
Skills
Annuities, Mutual Funds, Group Insurance, Disbursements, Treasury Services, Banking, Cash Management, Life Insurance, SOX Compliancy, Accounting, Fixed Annuities, Process Improvement, Financial Services, Financial Analysis, Management, Payments, Insurance, Customer Service, Finance, Microsoft Excel, Sarbanes-Oxley Act
Education
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Delaware Life Insurance Company September 2013 - Present
Sun Life Financial February 2011 - September 2013
Sun Life Financial July 2007 - January 2011
Sun Life Financial October 2006 - May 2007
Sun Life Financial July 2004 - September 2006
Skills
Annuities, Mutual Funds, Group Insurance, Disbursements, Treasury Services, Banking, Cash Management, Life Insurance, SOX Compliancy, Accounting, Fixed Annuities, Process Improvement, Financial Services, Financial Analysis, Management, Payments, Insurance, Customer Service, Finance, Microsoft Excel, Sarbanes-Oxley Act
Education
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Jordan Conway's Sun Life Financial Experience September 2004 - March 2006
Job Marketing Specialist Last of the Old Kind
Industry Marketing and Advertising
Experience
Last of the Old Kind - Marketing and Rickshaw services April 2014 - Present
GoodLife Fitness March 2011 - August 2013
PC Medic March 2010 - March 2011
Sun Life Financial September 2004 - March 2006
Skills
Sales, Strategic Planning, Strength Training, Fitness, Management, Program Management, Customer Service, Social Media, Coaching, Lifestyle, Social Media Marketing, Advertising
Education
Mount Saint Vincent University 2005 — 2008
Bachelor Business Administration, Management/Marketing
Last of the Old Kind - Marketing and Rickshaw services April 2014 - Present
GoodLife Fitness March 2011 - August 2013
PC Medic March 2010 - March 2011
Sun Life Financial September 2004 - March 2006
Skills
Sales, Strategic Planning, Strength Training, Fitness, Management, Program Management, Customer Service, Social Media, Coaching, Lifestyle, Social Media Marketing, Advertising
Education
Mount Saint Vincent University 2005 — 2008
Bachelor Business Administration, Management/Marketing
Bobbi Whitwam's Sun Life Financial Experience July 2004 - March 2015
Job Account Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Sun Life Financial July 2004 - March 2015
Unum May 1999 - July 2004
Skills
Insurance, Account Management, Mutual Funds, Sales, Disability Insurance, Financial Services, Relationship Management, Life Insurance, Employee Benefits, Salesforce.com, Health Savings Accounts
Education
Napa Valley College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
Napa Valley College
Liberty Mutual Insurance July 2015 - Present
Sun Life Financial July 2004 - March 2015
Unum May 1999 - July 2004
Skills
Insurance, Account Management, Mutual Funds, Sales, Disability Insurance, Financial Services, Relationship Management, Life Insurance, Employee Benefits, Salesforce.com, Health Savings Accounts
Education
Napa Valley College 1994 — 1996
Associate's Degree, Marketing/Marketing Management, General
Napa Valley College
Yvonne Murphy Yvonne Murphy's Sun Life Financial Experience October 2013 - Present
Job Director Disability Claims, at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2013 - Present
Sun Life Financial October 2000 - October 2013
Lifemark Health Centre November 1995 - October 2000
Skills
Disability Management, Leadership, Change Management, Case Management, Case Managment, Disabilities, Employee Benefits, Claims Management, Wellness, Healthcare, Disability Insurance, Strategic Planning, Team Building, Rehabilitation, Workers Compensation, Workshop Facilitation, Vocational..., Career Development, Claim, Employee Wellness, Ergonomics, Insurance
Education
Mohawk College 1999 — 2000
NIDMAR Disability Management
University of Toronto 1991 — 1995
B.Sc.O.T., Occupational Therapy
Sun Life Financial October 2013 - Present
Sun Life Financial October 2000 - October 2013
Lifemark Health Centre November 1995 - October 2000
Skills
Disability Management, Leadership, Change Management, Case Management, Case Managment, Disabilities, Employee Benefits, Claims Management, Wellness, Healthcare, Disability Insurance, Strategic Planning, Team Building, Rehabilitation, Workers Compensation, Workshop Facilitation, Vocational..., Career Development, Claim, Employee Wellness, Ergonomics, Insurance
Education
Mohawk College 1999 — 2000
NIDMAR Disability Management
University of Toronto 1991 — 1995
B.Sc.O.T., Occupational Therapy
Jack Britton's Sun Life Financial Experience May 2012 - September 2012
Job Teaching Assistant (Economics) at Mount Allison University
Industry Government Relations
Experience
Mount Allison University September 2013 - Present
Mount Allison University September 2014 - December 2014
Mount Allison University May 2014 - September 2014
Dawson Strategic May 2014 - August 2014
Mount Allison Students' Union September 2013 - May 2014
PD Frazer Associates June 2013 - September 2013
Mount Allison Model United Nations Society (MountMUN) May 2012 - September 2013
Sun Life Financial May 2012 - September 2012
Skills
Qualitative Research, Energy Policy, Policy Analysis, International Trade, Economic Data Analysis, Financial Law, Model United Nations, Consensus Building, Public Speaking, Teamwork, Strong Work Ethic, Highly self-motivated, Team Leadership, Report Writing, Interpersonal..., Tax Law, Administrative Law, Research, Economics
Education
Mount Allison University 2011 — 2015
Bachelor of Arts (B.A.), Economics (Hons.), Philosophy
Georgetown District High School 2007 — 2011
International Baccalaureate Diploma
Mount Allison University September 2013 - Present
Mount Allison University September 2014 - December 2014
Mount Allison University May 2014 - September 2014
Dawson Strategic May 2014 - August 2014
Mount Allison Students' Union September 2013 - May 2014
PD Frazer Associates June 2013 - September 2013
Mount Allison Model United Nations Society (MountMUN) May 2012 - September 2013
Sun Life Financial May 2012 - September 2012
Skills
Qualitative Research, Energy Policy, Policy Analysis, International Trade, Economic Data Analysis, Financial Law, Model United Nations, Consensus Building, Public Speaking, Teamwork, Strong Work Ethic, Highly self-motivated, Team Leadership, Report Writing, Interpersonal..., Tax Law, Administrative Law, Research, Economics
Education
Mount Allison University 2011 — 2015
Bachelor of Arts (B.A.), Economics (Hons.), Philosophy
Georgetown District High School 2007 — 2011
International Baccalaureate Diploma
Matt Madronic Matt Madronic's Sun Life Financial Experience October 2013 - Present
Job Senior Windows Server Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial October 2013 - Present
Research In Motion January 2009 - October 2013
MCAP February 2006 - January 2009
Sun Life Financial 1999 - 2006
Skills
ITIL, Blackberry, Technical Support, Information Technology, Servers, Active Directory, IT Service Management, Windows Server, BMC Remedy, Call Centers, Disaster Recovery, Troubleshooting, IT Operations, Visio, Business Analysis, Vendor Management, Process Improvement, Windows, Project Management, Databases, Windows 7, Management, Risk Management, IT Management, VMware, System Administration, Data Center, Operating Systems, Incident Management, ITIL Certified, Virtualization, Infrastructure, VMware ESX, ITIL v3 Foundations..., VoIP, Group Policy, Business Process, Telecommunications, Computer Hardware, SCCM
Education
Mohawk College 1998 — 2000
Diploma, Computer Science
Sun Life Financial October 2013 - Present
Research In Motion January 2009 - October 2013
MCAP February 2006 - January 2009
Sun Life Financial 1999 - 2006
Skills
ITIL, Blackberry, Technical Support, Information Technology, Servers, Active Directory, IT Service Management, Windows Server, BMC Remedy, Call Centers, Disaster Recovery, Troubleshooting, IT Operations, Visio, Business Analysis, Vendor Management, Process Improvement, Windows, Project Management, Databases, Windows 7, Management, Risk Management, IT Management, VMware, System Administration, Data Center, Operating Systems, Incident Management, ITIL Certified, Virtualization, Infrastructure, VMware ESX, ITIL v3 Foundations..., VoIP, Group Policy, Business Process, Telecommunications, Computer Hardware, SCCM
Education
Mohawk College 1998 — 2000
Diploma, Computer Science
Matthew Feran Matthew Feran's Sun Life Financial Experience September 2013 - Present
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2013 - Present
Secura Consultants October 2010 - September 2013
Associated Financial Group February 2009 - October 2010
Diversified Distribution Systems November 2005 - February 2009
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Brokers, Health Care Reform, Open Enrollment, General Insurance, Accident, Medicare, Underwriting
Education
Metropolitan State University 2003 — 2009
B.A., Human Resources
Sun Life Financial September 2013 - Present
Secura Consultants October 2010 - September 2013
Associated Financial Group February 2009 - October 2010
Diversified Distribution Systems November 2005 - February 2009
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Brokers, Health Care Reform, Open Enrollment, General Insurance, Accident, Medicare, Underwriting
Education
Metropolitan State University 2003 — 2009
B.A., Human Resources
Angela Ruta Angela Ruta's Sun Life Financial Experience 2007 - 2009
Job Account Executive at Gallagher Benefit Services (Formerly Providium Consulting Group)
Industry Insurance
Experience
Gallagher Benefit Services (Formerly Providium Consulting Group) May 2009 - Present
Sun Life Financial 2007 - 2009
Unity Health System 1998 - 2007
Skills
Health Insurance, Benefits Administration, Employee Benefits, Customer Service, Insurance, Underwriting, Disability Insurance, Health Care Reform
Education
SUNY Brockport 1998 — 1999
M.A. Communications
SUNY Brockport 1993 — 1997
B.S. Communications, Business
Monroe Community College 2002 — 2004
Nursing
Gallagher Benefit Services (Formerly Providium Consulting Group) May 2009 - Present
Sun Life Financial 2007 - 2009
Unity Health System 1998 - 2007
Skills
Health Insurance, Benefits Administration, Employee Benefits, Customer Service, Insurance, Underwriting, Disability Insurance, Health Care Reform
Education
SUNY Brockport 1998 — 1999
M.A. Communications
SUNY Brockport 1993 — 1997
B.S. Communications, Business
Monroe Community College 2002 — 2004
Nursing
Joe Procacini, FFSI, AAPA, AIRC, PCS Joe Procacini, FFSI, AAPA, AIRC, PCS's Sun Life Financial Experience January 1999 - January 2004
Job Senior Business Analyst Consultant at Vertex (an Ebix Consulting Firm)
Industry Financial Services
Experience
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Gregory Bailey's Sun Life Financial Experience July 2012 - February 2014
Job Contract Specialist Buyer
Industry Defense & Space
Experience
United States Air Force June 2014 - Present
Sun Life Financial July 2012 - February 2014
Abercrombie & Fitch January 2012 - June 2012
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Time Management, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Marketing, Outlook, Social Media Marketing, Sales Management, Facebook, Research, Training, Analysis, QPS, Lotus Notes, Project Management, Federal Government..., Contract Negotiation, Government Contracting, Contract Management, Government Contract...
Education
Methodist College 2007 — 2011
Business administration, Sport and Fitness Administration/Management
Bridgton Academy 2006 — 2007
General, General
Chelmsford High School 2002 — 2006
General, General
United States Air Force June 2014 - Present
Sun Life Financial July 2012 - February 2014
Abercrombie & Fitch January 2012 - June 2012
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Time Management, Teamwork, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Marketing, Outlook, Social Media Marketing, Sales Management, Facebook, Research, Training, Analysis, QPS, Lotus Notes, Project Management, Federal Government..., Contract Negotiation, Government Contracting, Contract Management, Government Contract...
Education
Methodist College 2007 — 2011
Business administration, Sport and Fitness Administration/Management
Bridgton Academy 2006 — 2007
General, General
Chelmsford High School 2002 — 2006
General, General
Thomas R. Carrabis Thomas R. Carrabis's Sun Life Financial Experience July 2012 - Present
Job Financial / StopLoss Insurance Service Professional
Industry Financial Services
Experience
Sun Life Financial July 2012 - Present
Boston Financial Data Services July 2003 - September 2011
Columbia Management Group/FleetBoston (formerly Liberty Financial) May 1996 - June 2003
PFPC August 1991 - May 1996
Skills
Mutual Funds, Vendor Management, Risk Management, Compliance, Customer Relations, Team Building, Mergers, Change Management, Administration, Performance Management, Transfer Agency, Leadership Development, Employee Relations, Operations Management, Manufacturing..., Client Conversions and..., Disaster Preparedness..., Project Planning and..., Process Improvement, Training & Development, Fraud Prevention, Anti-Money Laundering, Procedure Development..., Banking Operations, Operations..., Stop-Loss Insurance, Project Planning, Customer Service, Insurance, AML, Business Analysis, Core Banking, Employee Training, Financial Services, Fraud, Leadership, Management, Mergers, Project Management, Relationship Management, Training
Education
University of Massachusetts at Lowell
Business Administration, Management and Operations
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
New Horizons
Various MS Certifications, MS Project Management
Sun Life Financial July 2012 - Present
Boston Financial Data Services July 2003 - September 2011
Columbia Management Group/FleetBoston (formerly Liberty Financial) May 1996 - June 2003
PFPC August 1991 - May 1996
Skills
Mutual Funds, Vendor Management, Risk Management, Compliance, Customer Relations, Team Building, Mergers, Change Management, Administration, Performance Management, Transfer Agency, Leadership Development, Employee Relations, Operations Management, Manufacturing..., Client Conversions and..., Disaster Preparedness..., Project Planning and..., Process Improvement, Training & Development, Fraud Prevention, Anti-Money Laundering, Procedure Development..., Banking Operations, Operations..., Stop-Loss Insurance, Project Planning, Customer Service, Insurance, AML, Business Analysis, Core Banking, Employee Training, Financial Services, Fraud, Leadership, Management, Mergers, Project Management, Relationship Management, Training
Education
University of Massachusetts at Lowell
Business Administration, Management and Operations
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
New Horizons
Various MS Certifications, MS Project Management
Liz Stott Liz Stott's Sun Life Financial Experience January 2013 - July 2014
Job Director, Field Training PRM / Internal and External Sales Training at Putnam Investments
Industry Financial Services
Experience
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
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
Drew Burns Drew Burns's Sun Life Financial Experience October 2011 - 2014
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon October 2014 - Present
Sun Life Financial October 2011 - 2014
Lockton Companies, LLC January 2009 - October 2011
Employee Benefit Design October 2004 - January 2009
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, B2B, Life Insurance, Negotiation, Sales, Group Insurance, Customer Service, Brokers, Dentistry, Health Savings Accounts, Account Management
Education
Missouri State University 2005 — 2007
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
BS
Liazon October 2014 - Present
Sun Life Financial October 2011 - 2014
Lockton Companies, LLC January 2009 - October 2011
Employee Benefit Design October 2004 - January 2009
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, B2B, Life Insurance, Negotiation, Sales, Group Insurance, Customer Service, Brokers, Dentistry, Health Savings Accounts, Account Management
Education
Missouri State University 2005 — 2007
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
BS
Mike Bibilos Mike Bibilos's Sun Life Financial Experience April 2008 - September 2012
Job Relationship Manager at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Larry Taunt Larry Taunt's Sun Life Financial Experience 1987 - 1995
Job Regal Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
David Levy, CFA, CRE, MAI, MRICS David Levy, CFA, CRE, MAI, MRICS's Sun Life Financial Experience May 2011 - Present
Job Managing Director at Sun Life Investment Management
Industry Real Estate
Experience
Sun Life Financial May 2011 - Present
Alternative Investments March 2010 - May 2011
Pembroke Real Estate July 2003 - May 2009
Milestone Investment Research, Inc. January 1996 - July 2003
Liberty Real Estate Group August 1987 - December 1995
Laventhol & Horwath May 1985 - August 1987
Skills
Investment Properties, Disposition, Real Estate Transactions, Capital Markets, Negotiation, Private Equity, Acquisitions, Investment Strategies, Alternative Investments, Underwriting, Mortgage Lending, Loans
Education
University of Florida - Warrington College of Business
MA, Real Estate & Urban Analysis
Middlebury College
BA, Environmental Geography
Hopkins
Sun Life Financial May 2011 - Present
Alternative Investments March 2010 - May 2011
Pembroke Real Estate July 2003 - May 2009
Milestone Investment Research, Inc. January 1996 - July 2003
Liberty Real Estate Group August 1987 - December 1995
Laventhol & Horwath May 1985 - August 1987
Skills
Investment Properties, Disposition, Real Estate Transactions, Capital Markets, Negotiation, Private Equity, Acquisitions, Investment Strategies, Alternative Investments, Underwriting, Mortgage Lending, Loans
Education
University of Florida - Warrington College of Business
MA, Real Estate & Urban Analysis
Middlebury College
BA, Environmental Geography
Hopkins
Douglas Ashford Douglas Ashford's Sun Life Financial Experience February 2010 - August 2010
Job Software Developer at WELIS, LLC
Industry Insurance
Experience
Sun Life Financial February 2010 - August 2010
New York Life Insurance Company June 2009 - February 2010
Sun Life Financial March 2008 - February 2009
Marsh & McLennan, Inc. August 1987 - December 2007
Blue Cross/Blue Shield of Massachusetts June 1986 - August 1987
ComputerLink Corporation June 1985 - June 1986
Skills
Databases, Life Insurance, Insurance, Employee Benefits, Training, Health Insurance, Disability Insurance, Fixed Annuities, Management, Retirement, Marketing, Term Life Insurance, Sales, Analysis, Underwriting, Financial Services, Finance, Executive Pay, Investments, Relationship Management, Strategic Financial..., Mutual Funds
Education
Middlebury College 1979 — 1983
B.A., Philosophy
Cambridge Institute for Computer Programming
Sun Life Financial February 2010 - August 2010
New York Life Insurance Company June 2009 - February 2010
Sun Life Financial March 2008 - February 2009
Marsh & McLennan, Inc. August 1987 - December 2007
Blue Cross/Blue Shield of Massachusetts June 1986 - August 1987
ComputerLink Corporation June 1985 - June 1986
Skills
Databases, Life Insurance, Insurance, Employee Benefits, Training, Health Insurance, Disability Insurance, Fixed Annuities, Management, Retirement, Marketing, Term Life Insurance, Sales, Analysis, Underwriting, Financial Services, Finance, Executive Pay, Investments, Relationship Management, Strategic Financial..., Mutual Funds
Education
Middlebury College 1979 — 1983
B.A., Philosophy
Cambridge Institute for Computer Programming
Lisa Zschuschen Lisa Zschuschen's Sun Life Financial Experience January 2007 - November 2008
Job Customer Service Representative
Industry Writing and Editing
Experience
Interglobal Communication Group December 2012 - September 2013
Potpourri Group September 2012 - December 2012
H&R Block January 2009 - October 2010
Sun Life Financial January 2007 - November 2008
Cambrooke Foods April 2003 - November 2006
Community Advocate October 2002 - October 2004
Salsberg & Schneider November 2002 - January 2003
Software Magazine June 2001 - June 2002
Boston Police Department January 2000 - June 2000
Boston Globe West Weekly January 1999 - June 1999
Skills
Proofreading, Editing, Copywriting, Resume Writing, Grammar, Copy Editing, Media Relations, Blogging, Content Development, Editorial, Journalism, Public Relations, PowerPoint, Customer Service, Magazines
Education
Northeastern University 1997 — 2002
BS, Journalism/International Affairs
Monash University 2002 — 2002
Study Abroad - 6 months, International Affairs, one semester
University of Pittsburgh 2001 — 2001
Interglobal Communication Group December 2012 - September 2013
Potpourri Group September 2012 - December 2012
H&R Block January 2009 - October 2010
Sun Life Financial January 2007 - November 2008
Cambrooke Foods April 2003 - November 2006
Community Advocate October 2002 - October 2004
Salsberg & Schneider November 2002 - January 2003
Software Magazine June 2001 - June 2002
Boston Police Department January 2000 - June 2000
Boston Globe West Weekly January 1999 - June 1999
Skills
Proofreading, Editing, Copywriting, Resume Writing, Grammar, Copy Editing, Media Relations, Blogging, Content Development, Editorial, Journalism, Public Relations, PowerPoint, Customer Service, Magazines
Education
Northeastern University 1997 — 2002
BS, Journalism/International Affairs
Monash University 2002 — 2002
Study Abroad - 6 months, International Affairs, one semester
University of Pittsburgh 2001 — 2001
Kim Clark Kim Clark's Sun Life Financial Experience February 2011 - February 2012
Job Account Director at McGraw Wentworth
Industry Insurance
Experience
McGraw Wentworth, a Marsh & McLennan Agency LLC company December 2014 - Present
Arthur J. Gallagher & Co. February 2012 - December 2014
Sun Life Financial February 2011 - February 2012
Prudential Financial February 1998 - February 2011
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Life Insurance, Underwriting, Group Insurance, Long-term Care, Benefits Administration, COBRA, Brokers, Strategic Planning, Business Strategy, Term Life Insurance, Claim
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Business Administration, Management and Operations
McGraw Wentworth, a Marsh & McLennan Agency LLC company December 2014 - Present
Arthur J. Gallagher & Co. February 2012 - December 2014
Sun Life Financial February 2011 - February 2012
Prudential Financial February 1998 - February 2011
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Life Insurance, Underwriting, Group Insurance, Long-term Care, Benefits Administration, COBRA, Brokers, Strategic Planning, Business Strategy, Term Life Insurance, Claim
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Abigail Bartholomew's Sun Life Financial Experience July 2015 - Present
Job Events Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial August 2013 - July 2015
WaterFire Providence January 2013 - April 2013
Bartholomew and Co. Inc. June 2012 - August 2012
Skills
Marketing Communications, Spanish Language, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Mac, Social Media, Hootsuite, Twitter, Facebook, Wordpress, HTML, Social Skills, Organization, Bloomberg, Access, Social Media Marketing, Event Planning, Friendly Personality, Social Networking, Spanish, WordPress, Event Management, Instagram
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Marketing Communications
National University of Ireland, Galway 2012 — 2012
Bachelor of Arts, International Irish Studies
Sun Life Financial July 2015 - Present
Sun Life Financial August 2013 - July 2015
WaterFire Providence January 2013 - April 2013
Bartholomew and Co. Inc. June 2012 - August 2012
Skills
Marketing Communications, Spanish Language, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Mac, Social Media, Hootsuite, Twitter, Facebook, Wordpress, HTML, Social Skills, Organization, Bloomberg, Access, Social Media Marketing, Event Planning, Friendly Personality, Social Networking, Spanish, WordPress, Event Management, Instagram
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Marketing Communications
National University of Ireland, Galway 2012 — 2012
Bachelor of Arts, International Irish Studies
FranCISCO Cornelio FranCISCO Cornelio's Sun Life Financial Experience February 2006 - June 2009
Job Time to put something fun between your legs, ride a bike.
Industry Sports
Experience
Cisco Cycles July 2014 - Present
The New England Bicycle Museum January 2013 - Present
Prima Facie 2011 - Present
Independent February 2006 - Present
Asia and Us February 2011 - April 2011
The Creatve Group 2010 - 2010
Sun Life Financial February 2006 - June 2009
ALPFA 2009 - 2009
Wellesley Weston Magazine 2005 - 2008
Sun Life Financial 2006 - 2007
Skills
Graphic Designer, Organizer, Pro-Bicycle Mechanic, Adobe Creative Suite, Graphic Design, Layout, Illustrator, Brochures, Mac, Advertising
Education
Miami Dade College 1999 — 2000
Associate's degree, Graphic Design
Miami Ad School 1996 — 1998
Graphic Designer, Digital Imaging
Cisco Cycles July 2014 - Present
The New England Bicycle Museum January 2013 - Present
Prima Facie 2011 - Present
Independent February 2006 - Present
Asia and Us February 2011 - April 2011
The Creatve Group 2010 - 2010
Sun Life Financial February 2006 - June 2009
ALPFA 2009 - 2009
Wellesley Weston Magazine 2005 - 2008
Sun Life Financial 2006 - 2007
Skills
Graphic Designer, Organizer, Pro-Bicycle Mechanic, Adobe Creative Suite, Graphic Design, Layout, Illustrator, Brochures, Mac, Advertising
Education
Miami Dade College 1999 — 2000
Associate's degree, Graphic Design
Miami Ad School 1996 — 1998
Graphic Designer, Digital Imaging
Eric Jagodich Eric Jagodich's Sun Life Financial Experience June 2011 — Aug 2016
Job Financial Planner at Bank of Montreal
Industry Financial Services
Experience
Sun Life Financial June 2011 — Aug 2016
Hub Installations April 2006 — December 2010
Bank of Montreal Sep 2016 — Present
Skills
Financial Planning, Strategic Financial..., Retirement Planning, Retirement, Mutual Funds, Wealth, Finance, Wealth Management,
Education
Mohawk College 2009 — 2011
Financial Services
Sun Life Financial June 2011 — Aug 2016
Hub Installations April 2006 — December 2010
Bank of Montreal Sep 2016 — Present
Skills
Financial Planning, Strategic Financial..., Retirement Planning, Retirement, Mutual Funds, Wealth, Finance, Wealth Management,
Education
Mohawk College 2009 — 2011
Financial Services
Michael Wengal Michael Wengal's Sun Life Financial Experience September 2007 - April 2008
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Millipore August 2010 - Present
Walk for OI January 2005 - Present
Monster Worldwide July 2008 - February 2009
Sun Life Financial September 2007 - April 2008
State Street (formerly IBT) August 2006 - September 2007
iMoneyNet April 2006 - August 2006
BioExecutive International Magazine November 2005 - April 2006
Waters June 2005 - September 2005
Fidelity Investments September 2004 - December 2004
Storage Magazine (TechTarget) July 2004 - August 2004
Skills
Web Content, Editing, Copywriting, Marketing, Newsletters, Information Architecture, Technical Writing, Proposal Writing, Marketing Communications, Copy Editing, Content Management, Web Analytics, User Interface Design, Product Development, User Experience, Email Marketing, Project Management, Advertising, Publishing, Web Content Management
Education
Northeastern University 1997 — 2003
Certificate
Merrimack College 1985 — 1989
BA
Millipore August 2010 - Present
Walk for OI January 2005 - Present
Monster Worldwide July 2008 - February 2009
Sun Life Financial September 2007 - April 2008
State Street (formerly IBT) August 2006 - September 2007
iMoneyNet April 2006 - August 2006
BioExecutive International Magazine November 2005 - April 2006
Waters June 2005 - September 2005
Fidelity Investments September 2004 - December 2004
Storage Magazine (TechTarget) July 2004 - August 2004
Skills
Web Content, Editing, Copywriting, Marketing, Newsletters, Information Architecture, Technical Writing, Proposal Writing, Marketing Communications, Copy Editing, Content Management, Web Analytics, User Interface Design, Product Development, User Experience, Email Marketing, Project Management, Advertising, Publishing, Web Content Management
Education
Northeastern University 1997 — 2003
Certificate
Merrimack College 1985 — 1989
BA
Martin West's Sun Life Financial Experience April 2006 - March 2008
Job
Industry Management Consulting
Experience
IBM April 2011 - Present
Central West Community Care Access Centre October 2010 - March 2011
Greater Toronto Airports Authority February 2010 - October 2010
Loblaw Companies August 2008 - January 2010
Resolve Corporation April 2008 - August 2008
Microsoft March 2008 - June 2008
Sun Life Financial April 2006 - March 2008
Tier-Fore Inc. January 2003 - April 2006
Pricewaterhousecoopers September 1992 - January 2001
Coopers & Lybrand Consulting 1992 - 2001
Education
Middlesex University 1986 — 1989
MBA
Haileybury School 1974 — 1979
IBM April 2011 - Present
Central West Community Care Access Centre October 2010 - March 2011
Greater Toronto Airports Authority February 2010 - October 2010
Loblaw Companies August 2008 - January 2010
Resolve Corporation April 2008 - August 2008
Microsoft March 2008 - June 2008
Sun Life Financial April 2006 - March 2008
Tier-Fore Inc. January 2003 - April 2006
Pricewaterhousecoopers September 1992 - January 2001
Coopers & Lybrand Consulting 1992 - 2001
Education
Middlesex University 1986 — 1989
MBA
Haileybury School 1974 — 1979
Jeff Gilson PMP, ITIL's Sun Life Financial Experience March 2013 - Present
Job Manager Applications Operations & Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2013 - Present
The Economical Insurance Group October 2009 - October 2012
The Economical Insurance Group December 2004 - October 2009
The Economical Insurance Group July 2003 - December 2004
Gilscan Solutions January 2003 - July 2003
Metafore July 1999 - December 2002
Canada Trust April 1991 - July 1999
Skills
Insurance, ITIL Certified, COBIT, Change Management, Release Management, Incident Management, Problem Management, Service Management, SDLC, Software Project..., DB2, Business Analysis, Business Requirements, Process Improvement, ITIL, Requirements Analysis, Vendor Management, Requirements Gathering, Project Delivery, Software Documentation, IT Service Management
Education
Mohawk College
Data Processing Diploma
Sun Life Financial March 2013 - Present
The Economical Insurance Group October 2009 - October 2012
The Economical Insurance Group December 2004 - October 2009
The Economical Insurance Group July 2003 - December 2004
Gilscan Solutions January 2003 - July 2003
Metafore July 1999 - December 2002
Canada Trust April 1991 - July 1999
Skills
Insurance, ITIL Certified, COBIT, Change Management, Release Management, Incident Management, Problem Management, Service Management, SDLC, Software Project..., DB2, Business Analysis, Business Requirements, Process Improvement, ITIL, Requirements Analysis, Vendor Management, Requirements Gathering, Project Delivery, Software Documentation, IT Service Management
Education
Mohawk College
Data Processing Diploma
Carrie Cummings's Sun Life Financial Experience July 2010 - August 2011
Job Articling Student in Toronto, Ontario
Industry Law Practice
Experience
COM DEV July 2013 - Present
exactEarth Ltd July 2013 - August 2013
COM DEV June 2012 - August 2013
Government of Canada April 2013 - July 2013
Sun Life Financial July 2010 - August 2011
Waterloo Regional Police Service June 2010 - September 2010
Parkway Ford - Lincoln April 2009 - May 2010
Skills
Legal Research, Microsoft Office, Microsoft Word, PowerPoint, Legal Writing, Microsoft Excel, Westlaw, Research, Customer Service, Legal Assistance, Outlook, Public Speaking, Criminal Law, Teamwork, Intellectual Property, Corporate Law, Civil Litigation, Mediation, Courts
Education
Michigan State University 2011 — 2014
Juris Doctor, Law, cum laude
Wilfrid Laurier University 2006 — 2010
Honors Bachelor of Arts, Political Science and Government
EDSS
COM DEV July 2013 - Present
exactEarth Ltd July 2013 - August 2013
COM DEV June 2012 - August 2013
Government of Canada April 2013 - July 2013
Sun Life Financial July 2010 - August 2011
Waterloo Regional Police Service June 2010 - September 2010
Parkway Ford - Lincoln April 2009 - May 2010
Skills
Legal Research, Microsoft Office, Microsoft Word, PowerPoint, Legal Writing, Microsoft Excel, Westlaw, Research, Customer Service, Legal Assistance, Outlook, Public Speaking, Criminal Law, Teamwork, Intellectual Property, Corporate Law, Civil Litigation, Mediation, Courts
Education
Michigan State University 2011 — 2014
Juris Doctor, Law, cum laude
Wilfrid Laurier University 2006 — 2010
Honors Bachelor of Arts, Political Science and Government
EDSS
Billy Potter Billy Potter's Sun Life Financial Experience 2002 - 2011
Job Snellings Walters
Industry Insurance
Experience
Snellings Walters 2011 - Present
Sun Life Financial 2002 - 2011
Landscapes Unlimited, LLC 1999 - 2002
Skills
Consulting, Business Analysis, Financial Analysis, Truth, Asking Questions, Solution Selling, Strategic Planning, Accountability, Leadership..., Creative Consultation, Technical Consultation, Project Management, Health Insurance
Education
Mount Saint Mary's College 1998 — 2002
Business, Economics
Marist 1992 — 1998
Snellings Walters 2011 - Present
Sun Life Financial 2002 - 2011
Landscapes Unlimited, LLC 1999 - 2002
Skills
Consulting, Business Analysis, Financial Analysis, Truth, Asking Questions, Solution Selling, Strategic Planning, Accountability, Leadership..., Creative Consultation, Technical Consultation, Project Management, Health Insurance
Education
Mount Saint Mary's College 1998 — 2002
Business, Economics
Marist 1992 — 1998
Tina Quarequio Tina Quarequio's Sun Life Financial Experience July 2007 - March 2012
Job Designer at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2007 - March 2012
Genworth Financial September 2004 - July 2007
The Sharper Image January 2001 - July 2004
IDG Books 1996 - 2000
The Waite Group, Inc. 1993 - 1996
Country Living Magazine 1989 - 1992
Skills
Layout, Direct Mail, Graphic Design
Education
New York Institute of Technology-Old Westbury 1986 — 1989
Bachelor of Arts (B.A.), Graphic Design
Nassau Community College 1984 — 1986
Associate of Arts (A.A.), Fine Art
Sun Life Financial July 2007 - March 2012
Genworth Financial September 2004 - July 2007
The Sharper Image January 2001 - July 2004
IDG Books 1996 - 2000
The Waite Group, Inc. 1993 - 1996
Country Living Magazine 1989 - 1992
Skills
Layout, Direct Mail, Graphic Design
Education
New York Institute of Technology-Old Westbury 1986 — 1989
Bachelor of Arts (B.A.), Graphic Design
Nassau Community College 1984 — 1986
Associate of Arts (A.A.), Fine Art
Sue Cameron Sue Cameron's Sun Life Financial Experience 2003 - 2005
Job Executive Administrative Assistant at BlackBerry
Industry Executive Office
Experience
BlackBerry September 2011 - Present
BlackBerry March 2008 - September 2011
MCAP September 2005 - March 2008
Sun Life Financial 2003 - 2005
Clarica 2000 - 2003
Education
Western University 1985 — 1986
Business
Mohawk College 1979 — 1980
Secretarial
BlackBerry September 2011 - Present
BlackBerry March 2008 - September 2011
MCAP September 2005 - March 2008
Sun Life Financial 2003 - 2005
Clarica 2000 - 2003
Education
Western University 1985 — 1986
Business
Mohawk College 1979 — 1980
Secretarial
Kevin Bedell Kevin Bedell's Sun Life Financial Experience June 2001 - September 2004
Job Director of Architecture at Zipcar
Industry Internet
Experience
Zipcar April 2013 - Present
Boston Agile Partners January 2010 - September 2013
Fundraise.com Inc August 2012 - March 2013
ReferralBonus 2012 - 2012
Backchannelmedia October 2009 - November 2010
CourseAdvisor.com November 2006 - January 2009
Axis Technology, LLC June 2005 - October 2006
SYS-CON Media April 2003 - July 2005
Black Duck Software September 2004 - June 2005
Sun Life Financial June 2001 - September 2004
Skills
Ruby on Rails, Ruby, Software Development, Mobile Applications, MySQL, PostgreSQL, Big Data, Cloud Computing, Software Project..., Agile Methodologies, Scrum, Web Services, Web Development, Enterprise Software, Linux, Databases, Start-ups, Architecture, JavaScript, HTML, Product Management, Strategy, Mobile Devices, SaaS, XML, Integration, SOA, E-commerce, Web Applications, Architectures, Java Enterprise Edition, PHP, Open Source, Agile Project Management, SOAP, Eclipse, Leadership, REST, Scalability, Management
Education
Rollins College - Crummer Graduate School of Business 1993 — 1996
MBA
Michigan Technological University 1979 — 1985
BS
Zipcar April 2013 - Present
Boston Agile Partners January 2010 - September 2013
Fundraise.com Inc August 2012 - March 2013
ReferralBonus 2012 - 2012
Backchannelmedia October 2009 - November 2010
CourseAdvisor.com November 2006 - January 2009
Axis Technology, LLC June 2005 - October 2006
SYS-CON Media April 2003 - July 2005
Black Duck Software September 2004 - June 2005
Sun Life Financial June 2001 - September 2004
Skills
Ruby on Rails, Ruby, Software Development, Mobile Applications, MySQL, PostgreSQL, Big Data, Cloud Computing, Software Project..., Agile Methodologies, Scrum, Web Services, Web Development, Enterprise Software, Linux, Databases, Start-ups, Architecture, JavaScript, HTML, Product Management, Strategy, Mobile Devices, SaaS, XML, Integration, SOA, E-commerce, Web Applications, Architectures, Java Enterprise Edition, PHP, Open Source, Agile Project Management, SOAP, Eclipse, Leadership, REST, Scalability, Management
Education
Rollins College - Crummer Graduate School of Business 1993 — 1996
MBA
Michigan Technological University 1979 — 1985
BS
Jamie Ranicar's Sun Life Financial Experience September 2011 - April 2014
Job Assistant Vice President, Market Intelligence at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2014 - Present
Sun Life Financial September 2011 - April 2014
The Hartford January 2009 - September 2011
The Hartford October 2007 - January 2009
The Hartford April 2004 - October 2007
The Hartford April 2001 - April 2004
Sun Life Financial May 1998 - April 2001
Provident Companies December 1996 - April 1998
Skills
Competitive Analysis, Sales Support, Market Research, Mentoring, Marketing Communications, Executive Management, Product Management, Underwriting, Product Development, Business Analysis, Strategic Planning, Matrix Management, Cross-functional Team..., Disability Insurance, Process Improvement, Sales Operations, Vendor Management, Analytics, Employee Benefits, Leadership, Management
Education
Nichols College 1990 — 1995
MBA, Management
Middlebury College 1986 — 1990
BA, History and Economics
Lincoln Financial Group April 2014 - Present
Sun Life Financial September 2011 - April 2014
The Hartford January 2009 - September 2011
The Hartford October 2007 - January 2009
The Hartford April 2004 - October 2007
The Hartford April 2001 - April 2004
Sun Life Financial May 1998 - April 2001
Provident Companies December 1996 - April 1998
Skills
Competitive Analysis, Sales Support, Market Research, Mentoring, Marketing Communications, Executive Management, Product Management, Underwriting, Product Development, Business Analysis, Strategic Planning, Matrix Management, Cross-functional Team..., Disability Insurance, Process Improvement, Sales Operations, Vendor Management, Analytics, Employee Benefits, Leadership, Management
Education
Nichols College 1990 — 1995
MBA, Management
Middlebury College 1986 — 1990
BA, History and Economics
Michelle Chamberlain Michelle Chamberlain's Sun Life Financial Experience March 2011 - Present
Job Associate Director Project Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2011 - Present
Sun Life Financial March 2006 - March 2011
Sun Life Financial April 2005 - March 2006
Fidelity Investments June 2004 - April 2005
Fidelity Investments March 2003 - June 2004
Skills
Project Management, Analytics, Financial Services, Employee Benefits, CRM, Wealth Management, Retirement Planning, Investments, Mutual Funds, Analysis, Life Insurance, Process Improvement, Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, SDLC, Business Process, Visio, Requirements Analysis, Management
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), International Business
Sun Life Financial March 2011 - Present
Sun Life Financial March 2006 - March 2011
Sun Life Financial April 2005 - March 2006
Fidelity Investments June 2004 - April 2005
Fidelity Investments March 2003 - June 2004
Skills
Project Management, Analytics, Financial Services, Employee Benefits, CRM, Wealth Management, Retirement Planning, Investments, Mutual Funds, Analysis, Life Insurance, Process Improvement, Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, SDLC, Business Process, Visio, Requirements Analysis, Management
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), International Business
Jason Hacker Jason Hacker's Sun Life Financial Experience September 2011 - Present
Job Senior Systems Engineer at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial September 2011 - Present
PeaceWorks Technology Solutions September 2009 - September 2011
Brock Solutions September 2003 - September 2009
Skills
SCCM 2012 R2, Hyper-V Virtualization, VMWare Virtualization, Powershell Automation, Microsoft Private Cloud, Microsoft Office 365, Google Apps for Work, Microsoft Server 2008 R2, Microsoft Server 2012, Microsoft Server 2012 R2, Microsoft System Center..., Microsoft Clustering, Microsoft Exchange, Microsoft Deployment..., Windows Scripting /..., Active Directory, Domains, Forests, Trusts, Cisco IOS, Cisco Routers,..., Antivirus - Various, Application Packaging, Project Management, Backup & Recovery..., Disaster Recovery, Technical Training, Technical Documentation, Blackberry Enterprise..., Microsoft SQL Server, Windows Sharepoint..., VMware, Windows Server, Hardware, Infrastructure, Operating Systems, SCCM, Security, Technical Support, VMware ESX
Education
Mohawk College 2002 — 2004
Associate's Degree, Computer Systems Technician - Network Systems
Sun Life Financial September 2011 - Present
PeaceWorks Technology Solutions September 2009 - September 2011
Brock Solutions September 2003 - September 2009
Skills
SCCM 2012 R2, Hyper-V Virtualization, VMWare Virtualization, Powershell Automation, Microsoft Private Cloud, Microsoft Office 365, Google Apps for Work, Microsoft Server 2008 R2, Microsoft Server 2012, Microsoft Server 2012 R2, Microsoft System Center..., Microsoft Clustering, Microsoft Exchange, Microsoft Deployment..., Windows Scripting /..., Active Directory, Domains, Forests, Trusts, Cisco IOS, Cisco Routers,..., Antivirus - Various, Application Packaging, Project Management, Backup & Recovery..., Disaster Recovery, Technical Training, Technical Documentation, Blackberry Enterprise..., Microsoft SQL Server, Windows Sharepoint..., VMware, Windows Server, Hardware, Infrastructure, Operating Systems, SCCM, Security, Technical Support, VMware ESX
Education
Mohawk College 2002 — 2004
Associate's Degree, Computer Systems Technician - Network Systems
Jie Cheng, CPA Jie Cheng, CPA's Sun Life Financial Experience August 2007 - April 2012
Job Senior Director, Tax Accounting and Reporting at EMC
Industry Computer Hardware
Experience
EMC April 2012 - Present
Sun Life Financial August 2007 - April 2012
American Dental Partners January 2006 - August 2007
PwC October 1999 - January 2006
KPMG September 1997 - September 1999
University of Rhode Island May 1995 - August 1997
Skills
Tax, Tax Compliance, Auditing, Tax Returns, IFRS, SEC reporting, Insurance, SOX, Corporate Tax, Financial Reporting, Financial Analysis, Financial Accounting, Income Tax, US GAAP, Internal Controls, Consolidation, Tax Accounting, Financial Management, Financial Statements, External Audit, Management Accounting, Financial Forecasting, Financial Audits, Process Improvement, Sarbanes-Oxley, Statutory Accounting, Cash Flow Forecasting, Mergers
Education
University of Rhode Island 1996 — 1997
MBA, Business Administration
University of Rhode Island 1994 — 1997
Master of Science, Accounting
Sun Yat-Sen University 1990 — 1993
Master of Science, Physics
Nanjing University 1986 — 1990
Bachelor of Science, Physics
EMC April 2012 - Present
Sun Life Financial August 2007 - April 2012
American Dental Partners January 2006 - August 2007
PwC October 1999 - January 2006
KPMG September 1997 - September 1999
University of Rhode Island May 1995 - August 1997
Skills
Tax, Tax Compliance, Auditing, Tax Returns, IFRS, SEC reporting, Insurance, SOX, Corporate Tax, Financial Reporting, Financial Analysis, Financial Accounting, Income Tax, US GAAP, Internal Controls, Consolidation, Tax Accounting, Financial Management, Financial Statements, External Audit, Management Accounting, Financial Forecasting, Financial Audits, Process Improvement, Sarbanes-Oxley, Statutory Accounting, Cash Flow Forecasting, Mergers
Education
University of Rhode Island 1996 — 1997
MBA, Business Administration
University of Rhode Island 1994 — 1997
Master of Science, Accounting
Sun Yat-Sen University 1990 — 1993
Master of Science, Physics
Nanjing University 1986 — 1990
Bachelor of Science, Physics
Elizabeth Placke Elizabeth Placke's Sun Life Financial Experience September 2013 - October 2014
Job Executive Consultant at Rodan + Fields & Domestic CEO
Industry Insurance
Experience
Rodan + Fields February 2015 - Present
Sun Life Financial September 2013 - October 2014
Unum July 2012 - August 2013
Unum January 2012 - July 2012
Unum October 2010 - October 2011
Unum June 2004 - September 2010
Education
Miami University 2000 — 2004
Bachelor's, Marketing & Organizational Leadership Management
Rodan + Fields February 2015 - Present
Sun Life Financial September 2013 - October 2014
Unum July 2012 - August 2013
Unum January 2012 - July 2012
Unum October 2010 - October 2011
Unum June 2004 - September 2010
Education
Miami University 2000 — 2004
Bachelor's, Marketing & Organizational Leadership Management
Meghan Piccinin Meghan Piccinin's Sun Life Financial Experience May 2009 - September 2012
Job MSU Medical Student | M.Sc. Pathology, B.M.Sc. Medical Cell Biology & Pharmacology
Industry Research
Experience
The University of Western Ontario September 2013 - June 2015
Dr. M. A. Gupta Medical Professional Corporation January 2012 - June 2015
The University of Western Ontario January 2014 - April 2015
Sun Life Financial May 2009 - September 2012
Skills
Research, Time Management, Pharmacology, Statistics, Cell Biology, PowerPoint, Scientific Writing, SPSS, Molecular Biology, Data Analysis, Qualitative Research, Teamwork, Microsoft Word, GraphPad Prism, Biochemistry, Leadership, Epidemiology, Mammalian Cell Culture, Epidemiological Research, Real-Time PCR, Microsoft Excel, Life Sciences, Optical Microscopy, Laboratory Skills, Laboratory Safety
Education
Michigan State University 2015 — 2019
Medicine
The University of Western Ontario 2013 — 2015
Masters of Science, Pathology
The University of Western Ontario 2009 — 2013
Bachelor of Medical Science, Medical Cell Biology & Pharmacology
The University of Western Ontario September 2013 - June 2015
Dr. M. A. Gupta Medical Professional Corporation January 2012 - June 2015
The University of Western Ontario January 2014 - April 2015
Sun Life Financial May 2009 - September 2012
Skills
Research, Time Management, Pharmacology, Statistics, Cell Biology, PowerPoint, Scientific Writing, SPSS, Molecular Biology, Data Analysis, Qualitative Research, Teamwork, Microsoft Word, GraphPad Prism, Biochemistry, Leadership, Epidemiology, Mammalian Cell Culture, Epidemiological Research, Real-Time PCR, Microsoft Excel, Life Sciences, Optical Microscopy, Laboratory Skills, Laboratory Safety
Education
Michigan State University 2015 — 2019
Medicine
The University of Western Ontario 2013 — 2015
Masters of Science, Pathology
The University of Western Ontario 2009 — 2013
Bachelor of Medical Science, Medical Cell Biology & Pharmacology
Jamaica Cardeno Jamaica Cardeno's Sun Life Financial Experience August 2013 - Present
Job Entrepreneur, Financial Advisor
Industry Sporting Goods
Experience
Gearbox PH November 2013 - Present
Sun Life Financial August 2013 - Present
Personnel International Inc. December 2012 - February 2013
GoodThinking Research Inc. 2011 - 2012
Amberbase Solutions April 2010 - June 2010
Skills
Sporting Goods, Entrepreneurship, Athletic Footwear, Sales & Distribution, Market Research, Sportswear, Quantitative Research, PowerPoint, Microsoft Excel, SPSS, Psychology, Psychometrics, Data Analysis, Clinical Research, Wholesale, Human Resources
Education
Miriam College 2007 — 2011
Bachelor of Science (BS), Psychology
Gearbox PH November 2013 - Present
Sun Life Financial August 2013 - Present
Personnel International Inc. December 2012 - February 2013
GoodThinking Research Inc. 2011 - 2012
Amberbase Solutions April 2010 - June 2010
Skills
Sporting Goods, Entrepreneurship, Athletic Footwear, Sales & Distribution, Market Research, Sportswear, Quantitative Research, PowerPoint, Microsoft Excel, SPSS, Psychology, Psychometrics, Data Analysis, Clinical Research, Wholesale, Human Resources
Education
Miriam College 2007 — 2011
Bachelor of Science (BS), Psychology
Michelle Hamelin's Sun Life Financial Experience 1998 - 1999
Job
Industry Consumer Services
Experience
Michelle Hamelin Consulting May 2010 - Present
Concierge Home Services February 2011 - Present
Ottawa Safety Council April 2012 - February 2014
Queen's University August 2009 - May 2011
Nav Canada June 2007 - April 2010
Canadian Tire January 2003 - June 2007
Gerdau AmeriSteel 2000 - 2003
North American Media Engines (NAME) 1999 - 2000
Sun Life Financial 1998 - 1999
Pepsi Bottling Group 1996 - 1998
Skills
HRIS, Entrepreneurship, Benefits, Start-ups, Marketing, Home Based Business, Employee Benefits, Human Resources, Project Management, Organizational..., Strategic Planning, Public Speaking, Performance Management, Change Management, Management, Recruiting, Coaching, Fundraising, Leadership Development, Marketing Communications, Program Management, Business Planning, Strategy, Business Development, Personnel Management, Marketing Strategy, Policy, Negotiation, Time Management, Leadership, Team Building, Training, Team Leadership, Consulting, Employee Engagement, Talent Management, Employee Relations, Customer Service, Business Strategy, Mentoring
Education
Queen's University 2009 — 2011
EMBA, Marketing
Ryerson University 1994 — 1999
B.Comm, Business, Human Resources
Mohawk College 1987 — 1990
Dipl B, Managerial Accounting
Michelle Hamelin Consulting May 2010 - Present
Concierge Home Services February 2011 - Present
Ottawa Safety Council April 2012 - February 2014
Queen's University August 2009 - May 2011
Nav Canada June 2007 - April 2010
Canadian Tire January 2003 - June 2007
Gerdau AmeriSteel 2000 - 2003
North American Media Engines (NAME) 1999 - 2000
Sun Life Financial 1998 - 1999
Pepsi Bottling Group 1996 - 1998
Skills
HRIS, Entrepreneurship, Benefits, Start-ups, Marketing, Home Based Business, Employee Benefits, Human Resources, Project Management, Organizational..., Strategic Planning, Public Speaking, Performance Management, Change Management, Management, Recruiting, Coaching, Fundraising, Leadership Development, Marketing Communications, Program Management, Business Planning, Strategy, Business Development, Personnel Management, Marketing Strategy, Policy, Negotiation, Time Management, Leadership, Team Building, Training, Team Leadership, Consulting, Employee Engagement, Talent Management, Employee Relations, Customer Service, Business Strategy, Mentoring
Education
Queen's University 2009 — 2011
EMBA, Marketing
Ryerson University 1994 — 1999
B.Comm, Business, Human Resources
Mohawk College 1987 — 1990
Dipl B, Managerial Accounting
John P. Marshall John P. Marshall's Sun Life Financial Experience 2009 - 2011
Job Top Producing Sales Executive and Wholesaler
Industry Financial Services
Experience
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Deron Cousens Deron Cousens's Sun Life Financial Experience February 2014 - Present
Job Sun Life Financial Advisor
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Ultimate Hockey Training November 2013 - Present
Xerox September 2013 - November 2013
Bakersfield Condors December 2012 - March 2013
Florida Everblades March 2011 - March 2012
Skills
Leadership, Teamwork, Work Ethic, Always Punctual, Competitive
Education
Michigan Technological University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Sun Life Financial February 2014 - Present
Ultimate Hockey Training November 2013 - Present
Xerox September 2013 - November 2013
Bakersfield Condors December 2012 - March 2013
Florida Everblades March 2011 - March 2012
Skills
Leadership, Teamwork, Work Ethic, Always Punctual, Competitive
Education
Michigan Technological University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Andy Engelmann's Sun Life Financial Experience May 2006 - March 2009
Job Regional Sales Representative at Reliance Standard Life Insurance Company
Industry Insurance
Experience
Reliance Standard Life Insurance Company March 2009 - Present
Sun Life Financial May 2006 - March 2009
Mac-N-Seitz 2000 - 2006
Old Ballgame 2001 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, New Business Development, Accident, Life Insurance, Dental, Stop-Loss, Voluntary Benefits, Sickness Absence..., Health Insurance, Term Life Insurance, Underwriting
Education
MidAmerica Nazarene University 1999 — 2003
BA, Biology
Blue Valley North High School
Reliance Standard Life Insurance Company March 2009 - Present
Sun Life Financial May 2006 - March 2009
Mac-N-Seitz 2000 - 2006
Old Ballgame 2001 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, New Business Development, Accident, Life Insurance, Dental, Stop-Loss, Voluntary Benefits, Sickness Absence..., Health Insurance, Term Life Insurance, Underwriting
Education
MidAmerica Nazarene University 1999 — 2003
BA, Biology
Blue Valley North High School
Jim Conger's Sun Life Financial Experience February 2013 - Present
Job Senior Stop Loss Executive at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial February 2013 - Present
Humana August 2010 - February 2013
CIGNA June 2006 - August 2010
CIGNA April 2004 - June 2006
State Farm Insurance February 2003 - April 2004
Skills
Disability Insurance, Health Insurance, Brokers, Dentistry, Employee Benefits, Pharmacy Benefit..., Stop Loss, Self-Funded Medical, Self-Funded Dental, Medicare Advantage, COBRA, Insurance, Health Savings Accounts, Account Management, Term Life Insurance, Medicare, Life Insurance, Sales, Strategy, Self-funded, Managed Care, Sales Operations, Claim, 401k, Workers Compensation, Underwriting, Commercial Insurance, Health Care Reform, Critical Illness, New Business Development, Benefits Administration, Healthcare, Accident, Long-term Care, Retirement, Employee Wellness, Group Insurance, Health Policy, Group Medical
Education
Missouri State University 1997 — 2001
BS, Finance/Investments
Sun Life Financial February 2013 - Present
Humana August 2010 - February 2013
CIGNA June 2006 - August 2010
CIGNA April 2004 - June 2006
State Farm Insurance February 2003 - April 2004
Skills
Disability Insurance, Health Insurance, Brokers, Dentistry, Employee Benefits, Pharmacy Benefit..., Stop Loss, Self-Funded Medical, Self-Funded Dental, Medicare Advantage, COBRA, Insurance, Health Savings Accounts, Account Management, Term Life Insurance, Medicare, Life Insurance, Sales, Strategy, Self-funded, Managed Care, Sales Operations, Claim, 401k, Workers Compensation, Underwriting, Commercial Insurance, Health Care Reform, Critical Illness, New Business Development, Benefits Administration, Healthcare, Accident, Long-term Care, Retirement, Employee Wellness, Group Insurance, Health Policy, Group Medical
Education
Missouri State University 1997 — 2001
BS, Finance/Investments
Matthew Kucek Matthew Kucek's Sun Life Financial Experience July 2009 - December 2014
Job Liazon
Industry Financial Services
Experience
Liazon December 2014 - Present
Sun Life Financial July 2009 - December 2014
Skills
Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Health Savings Accounts
Education
Miami University 2005 — 2009
Richard T Farmer School of Business
Liazon December 2014 - Present
Sun Life Financial July 2009 - December 2014
Skills
Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Health Savings Accounts
Education
Miami University 2005 — 2009
Richard T Farmer School of Business
Don Yurick's Sun Life Financial Experience April 2012 - October 2012
Job Director of Carrier Sales & Business Development | Employee Engagement | Decision Support | Insurance | Software | SaaS
Industry Computer Software
Experience
Navera September 2013 - Present
Trustmark Voluntary Benefit Solutions November 2012 - September 2013
Sun Life Financial April 2012 - October 2012
ING Employee Benefits October 2009 - March 2012
ING Employee Benefits February 2006 - October 2009
Reliance Standard Life Insurance April 2004 - January 2006
SavingsPath Associates March 2003 - April 2004
ZAP Lasers April 2002 - February 2003
Takeda Pharmaceuticals September 2000 - March 2002
Eli Lilly June 1998 - August 2000
Skills
New Business Development, Competitive Analysis, Sales Management, Business Development, Management, Market Research, Sales, Marketing, Entrepreneurship, Business Strategy, Voluntary Products, Employee Benefits, benefits communication, Employee Wellness..., Employee Benefits Design, Health Care Reform, Health Insurance..., Affordable Care Act, Health Care Regulation, Start-ups, Health Insurance, Sales Operations, Leadership, Health Savings Accounts, Insurance, Integrated Marketing, Training, Disability Insurance, Life Insurance, Sales Process, Strategy, Selling, Account Management, Finance, Business Planning
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
Bachelor of Science, Business Administration
Napa Valley College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Navera September 2013 - Present
Trustmark Voluntary Benefit Solutions November 2012 - September 2013
Sun Life Financial April 2012 - October 2012
ING Employee Benefits October 2009 - March 2012
ING Employee Benefits February 2006 - October 2009
Reliance Standard Life Insurance April 2004 - January 2006
SavingsPath Associates March 2003 - April 2004
ZAP Lasers April 2002 - February 2003
Takeda Pharmaceuticals September 2000 - March 2002
Eli Lilly June 1998 - August 2000
Skills
New Business Development, Competitive Analysis, Sales Management, Business Development, Management, Market Research, Sales, Marketing, Entrepreneurship, Business Strategy, Voluntary Products, Employee Benefits, benefits communication, Employee Wellness..., Employee Benefits Design, Health Care Reform, Health Insurance..., Affordable Care Act, Health Care Regulation, Start-ups, Health Insurance, Sales Operations, Leadership, Health Savings Accounts, Insurance, Integrated Marketing, Training, Disability Insurance, Life Insurance, Sales Process, Strategy, Selling, Account Management, Finance, Business Planning
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
Bachelor of Science, Business Administration
Napa Valley College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
John Prior John Prior's Sun Life Financial Experience July 2004 - March 2007
Job Senior Sales Executive at Aetna
Industry Insurance
Experience
Aetna June 2012 - Present
UnitedHealth Group March 2007 - June 2012
Sun Life Financial July 2004 - March 2007
Education
Villanova University 2000 — 2004
Bachelor of Science (BS), Finance, General
National University of Ireland, Galway 2003 — 2003
Aetna June 2012 - Present
UnitedHealth Group March 2007 - June 2012
Sun Life Financial July 2004 - March 2007
Education
Villanova University 2000 — 2004
Bachelor of Science (BS), Finance, General
National University of Ireland, Galway 2003 — 2003
Tim Wells's Sun Life Financial Experience July 2007 - October 2008
Job Director of Employee Benefits, Charles L. Crane Agency
Industry Insurance
Experience
Charles L. Crane Agency May 2011 - Present
St. Louis University High July 2012 - Present
HRMA St. Louis July 2012 - Present
USI Insurance Services October 2008 - May 2011
Sun Life Financial July 2007 - October 2008
Genworth Financial July 2003 - July 2007
Skills
Employee Benefits, Health Insurance, Employee Engagement, Benefits Communication, HR Consulting, Self-Funding, Wellness Programs, Benefits Administration, Open Enrollment, Healthcare, Voluntary Employee..., Population Health..., Employee Surveys, Dental, Term Life Insurance, Disability Insurance, Property & Casualty..., Employee Relations, Life Insurance, Sales, Long-term Care, Management, Workers Compensation, Brokers, Underwriting, Health Savings Accounts
Education
Miami University 1999 — 2003
BA
St. Louis University High School 1995 — 1999
Charles L. Crane Agency May 2011 - Present
St. Louis University High July 2012 - Present
HRMA St. Louis July 2012 - Present
USI Insurance Services October 2008 - May 2011
Sun Life Financial July 2007 - October 2008
Genworth Financial July 2003 - July 2007
Skills
Employee Benefits, Health Insurance, Employee Engagement, Benefits Communication, HR Consulting, Self-Funding, Wellness Programs, Benefits Administration, Open Enrollment, Healthcare, Voluntary Employee..., Population Health..., Employee Surveys, Dental, Term Life Insurance, Disability Insurance, Property & Casualty..., Employee Relations, Life Insurance, Sales, Long-term Care, Management, Workers Compensation, Brokers, Underwriting, Health Savings Accounts
Education
Miami University 1999 — 2003
BA
St. Louis University High School 1995 — 1999
Grant Benner Grant Benner's Sun Life Financial Experience July 2011 - March 2013
Job Account Manager at Cope Plastics
Industry Wholesale
Experience
Cope Plastics January 2015 - Present
The Goalie Club August 2006 - Present
Rasmussen College May 2013 - January 2015
Sun Life Financial July 2011 - March 2013
Skills
Account Management, Business Development, Customer Service, Communication, Creative Strategy, Marketing, Market Research, Coaching, Consulting, Leadership, Inventory Management, Inventory Analysis, Production Planning, Production Management, Social Media, Sales, Sales Analysis, Sales Prospecting, Salesforce.com, CRM, Sales Presentations, Event Planning, Public Speaking, Microsoft Office, Microsoft Dynamics AX, Digital Photography, Management, Training, Social Networking, Social Media Marketing
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Business - Marketing
Eastview High School
Cope Plastics January 2015 - Present
The Goalie Club August 2006 - Present
Rasmussen College May 2013 - January 2015
Sun Life Financial July 2011 - March 2013
Skills
Account Management, Business Development, Customer Service, Communication, Creative Strategy, Marketing, Market Research, Coaching, Consulting, Leadership, Inventory Management, Inventory Analysis, Production Planning, Production Management, Social Media, Sales, Sales Analysis, Sales Prospecting, Salesforce.com, CRM, Sales Presentations, Event Planning, Public Speaking, Microsoft Office, Microsoft Dynamics AX, Digital Photography, Management, Training, Social Networking, Social Media Marketing
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Business - Marketing
Eastview High School
Liam O'Callaghan Liam O'Callaghan's Sun Life Financial Experience March 2012 - Present
Job IT Technical Manager at MCAP Service Corporation
Industry Insurance
Experience
MCAP March 2014 - Present
Sun Life Financial March 2012 - Present
The Economical Insurance Group March 2008 - November 2012
MCAP June 2005 - March 2008
Sun Life Financial 2003 - 2004
Clarica 1999 - 2003
Skills
Active Directory, Windows Server, Disaster Recovery, ITIL, Servers, XP, VMware ESX, VMware, SCCM, Group Policy, Troubleshooting, Windows, Citrix Metaframe, McAfee, Microsoft Technologies, Help Desk Support, Security, System Administration, Awesomeness, Software Documentation, Technical Support, Microsoft Certified...
Education
Mohawk College 1997 — 1999
Networking and Hardware (Co-op), Information Technology
MCAP March 2014 - Present
Sun Life Financial March 2012 - Present
The Economical Insurance Group March 2008 - November 2012
MCAP June 2005 - March 2008
Sun Life Financial 2003 - 2004
Clarica 1999 - 2003
Skills
Active Directory, Windows Server, Disaster Recovery, ITIL, Servers, XP, VMware ESX, VMware, SCCM, Group Policy, Troubleshooting, Windows, Citrix Metaframe, McAfee, Microsoft Technologies, Help Desk Support, Security, System Administration, Awesomeness, Software Documentation, Technical Support, Microsoft Certified...
Education
Mohawk College 1997 — 1999
Networking and Hardware (Co-op), Information Technology
Moses Bar-Yoseph's Sun Life Financial Experience October 2013 - January 2015
Job Founding Principal at The S.M.A.R.T. Group
Industry Human Resources
Experience
The S.M.A.R.T. Group May 2015 - Present
Sun Life Financial October 2013 - January 2015
KPMG April 2008 - September 2013
Microsoft Consulting Gold Partners April 2004 - March 2008
Recruiting Agencies October 2000 - April 2004
Skills
Talent Acquisition, Talent Management, Employer Branding, Technical Recruiting, Graduate Recruitment, Executive Search, HR Analytics, Leadership Development, Strategic Leadership, Global Recruitment, Value Proposition..., Performance Management, Staffing Services, Quality of Hire, Workforce Planning, Talent Assessment, Talent Scouting, Employee Referral..., Attraction Marketing, Applicant Tracking..., Resource Management, Candidate Selection, Social Media Marketing, Internet Recruiting, Strategic Sourcing, Leadership
Education
Monash University 1995 — 1996
Post Grad Dip.Ed., Primary Education
York University 1985 — 1989
B.A., Psychology
C.H.A.T. 1980 — 1985
The S.M.A.R.T. Group May 2015 - Present
Sun Life Financial October 2013 - January 2015
KPMG April 2008 - September 2013
Microsoft Consulting Gold Partners April 2004 - March 2008
Recruiting Agencies October 2000 - April 2004
Skills
Talent Acquisition, Talent Management, Employer Branding, Technical Recruiting, Graduate Recruitment, Executive Search, HR Analytics, Leadership Development, Strategic Leadership, Global Recruitment, Value Proposition..., Performance Management, Staffing Services, Quality of Hire, Workforce Planning, Talent Assessment, Talent Scouting, Employee Referral..., Attraction Marketing, Applicant Tracking..., Resource Management, Candidate Selection, Social Media Marketing, Internet Recruiting, Strategic Sourcing, Leadership
Education
Monash University 1995 — 1996
Post Grad Dip.Ed., Primary Education
York University 1985 — 1989
B.A., Psychology
C.H.A.T. 1980 — 1985
Hendrik Jansen's Sun Life Financial Experience February 2012 - February 2014
Job Owner Principal at Koper Lelie Consulting Inc.
Industry Information Technology and Services
Experience
Koper Lelie Consulting Inc. February 2014 - Present
Sun Life Financial February 2012 - February 2014
Aviva Canada Inc. January 2003 - January 2011
Oracle January 2001 - January 2003
Skills
Business Requirements, Requirements Gathering, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Systems Analysis, Visio, Business Process..., Insurance, Business Transformation, Quality Assurance, Business Process
Education
University of Toronto 2015 — 2016
Enterprise Architecture
Mohawk College 1987 — 1990
Associate's degree, Business Administration and Management, General
Koper Lelie Consulting Inc. February 2014 - Present
Sun Life Financial February 2012 - February 2014
Aviva Canada Inc. January 2003 - January 2011
Oracle January 2001 - January 2003
Skills
Business Requirements, Requirements Gathering, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Systems Analysis, Visio, Business Process..., Insurance, Business Transformation, Quality Assurance, Business Process
Education
University of Toronto 2015 — 2016
Enterprise Architecture
Mohawk College 1987 — 1990
Associate's degree, Business Administration and Management, General
Howard Quinlan's Sun Life Financial Experience January 2010 - August 2011
Job Principal at Waldorn Group
Industry Financial Services
Experience
Waldorn Group September 2011 - Present
Sun Life Financial January 2010 - August 2011
ING April 2007 - December 2009
Textbook Media and Freeload Press, Inc August 2005 - March 2007
Lincoln Financial Group March 1997 - July 2005
Richard Leahy Corporation April 1989 - February 1997
Skills
Business Development, Outsourcing, Relationship Management, Sales, New Business Development, Executive Management, Marketing, Product Management, B2B, Financial Services, Turn Around Management, Account Management, Business Strategy, Marketing Strategy, Financial Institutions, Strategic Planning, Insurance, Customer Experience, Series 6, Leadership, Start-ups, Mergers, Management, Mergers & Acquisitions
Education
William Mitchell College of Law 1981 — 1983
J.D., Busines Law and Litigation
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Dean's List, and University Honors Program
Waldorn Group September 2011 - Present
Sun Life Financial January 2010 - August 2011
ING April 2007 - December 2009
Textbook Media and Freeload Press, Inc August 2005 - March 2007
Lincoln Financial Group March 1997 - July 2005
Richard Leahy Corporation April 1989 - February 1997
Skills
Business Development, Outsourcing, Relationship Management, Sales, New Business Development, Executive Management, Marketing, Product Management, B2B, Financial Services, Turn Around Management, Account Management, Business Strategy, Marketing Strategy, Financial Institutions, Strategic Planning, Insurance, Customer Experience, Series 6, Leadership, Start-ups, Mergers, Management, Mergers & Acquisitions
Education
William Mitchell College of Law 1981 — 1983
J.D., Busines Law and Litigation
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Dean's List, and University Honors Program
John Walker's Sun Life Financial Experience June 2012 - May 2014
Job Regional Vice President of Sales
Industry Insurance
Experience
Dearborn National May 2014 - Present
Sun Life Financial June 2012 - May 2014
BlueCross BlueShield of Texas, BlueCross BlueShield of Oklahoma, BlueCross BlueShield of New Mexic 2006 - June 2012
UniCare March 2001 - March 2006
SafeGuard Health Plans March 1997 - March 2001
Home Life January 1996 - March 1997
Education
Texas State University-San Marcos 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Midwestern State University 1991 — 1992
Rockwall High School 1988 — 1991
Dearborn National May 2014 - Present
Sun Life Financial June 2012 - May 2014
BlueCross BlueShield of Texas, BlueCross BlueShield of Oklahoma, BlueCross BlueShield of New Mexic 2006 - June 2012
UniCare March 2001 - March 2006
SafeGuard Health Plans March 1997 - March 2001
Home Life January 1996 - March 1997
Education
Texas State University-San Marcos 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Midwestern State University 1991 — 1992
Rockwall High School 1988 — 1991
Berry Crim's Sun Life Financial Experience May 2013 - August 2013
Job IT Consultant, Cold Fusion Developer/Programmer
Industry Information Technology and Services
Experience
Berry Whetstone Crim LLC January 2015 - Present
Active Aero Group October 2014 - December 2014
MphasiS October 2013 - January 2014
APC October 2013 - January 2014
Sun Life Financial May 2013 - August 2013
South Carolina Department of Education December 2002 - May 2013
Inspire Insurance Solutions, Inc. November 1999 - January 2001
Skills
ColdFusion, SQL Server, Software Documentation, Business Analysis, Access, Project Management, Software, Microsoft Servers, HTML, Databases, SQL, Process Improvement, Program Management, Microsoft Office, XML, System Administration, Microsoft SQL Server, SDLC, Instructional Design, Windows Server, Active Directory, IIS, Agile Methodologies, Microsoft Excel, Requirements Analysis, Visual Basic, Visio, Windows 7, Microsoft Word, PowerPoint, Software Development, Troubleshooting, Web Applications
Education
Midlands Technical College 2006 — 2008
Certificate, Applications Programming
University of South Carolina-Columbia 1990 — 1994
Bachelor of Arts, Sociology
Berry Whetstone Crim LLC January 2015 - Present
Active Aero Group October 2014 - December 2014
MphasiS October 2013 - January 2014
APC October 2013 - January 2014
Sun Life Financial May 2013 - August 2013
South Carolina Department of Education December 2002 - May 2013
Inspire Insurance Solutions, Inc. November 1999 - January 2001
Skills
ColdFusion, SQL Server, Software Documentation, Business Analysis, Access, Project Management, Software, Microsoft Servers, HTML, Databases, SQL, Process Improvement, Program Management, Microsoft Office, XML, System Administration, Microsoft SQL Server, SDLC, Instructional Design, Windows Server, Active Directory, IIS, Agile Methodologies, Microsoft Excel, Requirements Analysis, Visual Basic, Visio, Windows 7, Microsoft Word, PowerPoint, Software Development, Troubleshooting, Web Applications
Education
Midlands Technical College 2006 — 2008
Certificate, Applications Programming
University of South Carolina-Columbia 1990 — 1994
Bachelor of Arts, Sociology
Anita Rush, CCP, SPHR, GRP's Sun Life Financial Experience January 2015 - Present
Job Sr. Compensation Consultant
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Raytheon February 2012 - January 2015
Raytheon Missile Systems November 2007 - February 2012
Microsoft October 2004 - October 2007
Microsoft May 2004 - October 2004
Microsoft November 2003 - May 2004
Microsoft January 2003 - November 2003
Skills
Talent Management, Employee Relations, Employee Engagement, Performance Management, Talent Acquisition, Recruiting, Organizational..., Organizational..., Change Management, Coaching, Leadership Development, Human Resources
Education
Michigan State University 1995 — 2002
Bachelor of Arts (B.A.), Finance, General
Michigan State University
Master Labor Relations and Human Resources, Human Resources
Sun Life Financial January 2015 - Present
Raytheon February 2012 - January 2015
Raytheon Missile Systems November 2007 - February 2012
Microsoft October 2004 - October 2007
Microsoft May 2004 - October 2004
Microsoft November 2003 - May 2004
Microsoft January 2003 - November 2003
Skills
Talent Management, Employee Relations, Employee Engagement, Performance Management, Talent Acquisition, Recruiting, Organizational..., Organizational..., Change Management, Coaching, Leadership Development, Human Resources
Education
Michigan State University 1995 — 2002
Bachelor of Arts (B.A.), Finance, General
Michigan State University
Master Labor Relations and Human Resources, Human Resources
Alla Petruk's Sun Life Financial Experience 2009 - Present
Job Show you how to leave a taxfree legacy
Industry Insurance
Experience
Sun Life Financial 2009 - Present
Skills
Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Retirement Planning, Critical Illness, Wealth Management, Estate Planning, Income Protection, Life Insurance, Small Business, Strategic Planning, Financial Advisory, Financial Planners, Investment Advisory, Marketing Strategy, Long-term Care, Long Term Care Insurance, Mortgage Lending, Microsoft Office, Pensions, Retirement Savings, Requirements Gathering, Residential Mortgages, SQL, Strategic Financial..., Team Building, Term Life Insurance, Wealth, Wealth Accumulation
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1980 — 1986
Royal Roads University
Certificate, Business Analysis
Sun Life Financial 2009 - Present
Skills
Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Retirement Planning, Critical Illness, Wealth Management, Estate Planning, Income Protection, Life Insurance, Small Business, Strategic Planning, Financial Advisory, Financial Planners, Investment Advisory, Marketing Strategy, Long-term Care, Long Term Care Insurance, Mortgage Lending, Microsoft Office, Pensions, Retirement Savings, Requirements Gathering, Residential Mortgages, SQL, Strategic Financial..., Team Building, Term Life Insurance, Wealth, Wealth Accumulation
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1980 — 1986
Royal Roads University
Certificate, Business Analysis
Noelle Lipowicz's Sun Life Financial Experience October 2011 - November 2011
Job Seeking experienced professionals to join Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
Fidelity Investments November 2011 - January 2014
Sun Life Financial October 2011 - November 2011
Brown Brothers Harriman October 2010 - August 2011
Mercer May 2007 - December 2008
State Street Corporation 2004 - 2006
Venturi Partners 1995 - 2004
Skills
Talent Acquisition, Strategic Sourcing, Recruiting, Relationship Management, Building Relationships, College Recruiting, Sourcing, Financial Services, Candidate Generation, Human Resources, Employer Branding, Employee Engagement, Mutual Funds
Education
Mount Ida College
BA
Liberty Mutual Insurance January 2014 - Present
Fidelity Investments November 2011 - January 2014
Sun Life Financial October 2011 - November 2011
Brown Brothers Harriman October 2010 - August 2011
Mercer May 2007 - December 2008
State Street Corporation 2004 - 2006
Venturi Partners 1995 - 2004
Skills
Talent Acquisition, Strategic Sourcing, Recruiting, Relationship Management, Building Relationships, College Recruiting, Sourcing, Financial Services, Candidate Generation, Human Resources, Employer Branding, Employee Engagement, Mutual Funds
Education
Mount Ida College
BA
Caitlin Nash's Sun Life Financial Experience April 2008 - July 2008
Job Vendor Service Support Manager at TimePayment Corp.
Industry Financial Services
Experience
TimePayment Corp. April 2015 - Present
OnProcess Technology July 2013 - August 2014
Merrimack College January 2013 - July 2013
Curaspan Health Group October 2010 - October 2012
Plum Choice September 2009 - November 2010
PlumChoice 2009 - 2010
Sun Life Financial April 2008 - July 2008
Sun Life Financial May 2006 - April 2008
Sun Life Financial May 2004 - May 2006
Skills
Salesforce Administrator, Angel, Onboarding, Organization, Highly detail oriented, Call Center, Supervising, Multitasking Skills, Microsoft Suites, Outlook, Call Centers, Healthcare Information..., Team Building, Analysis, Time Management, Team Leadership, Human Resources, Management, Sales, Customer Service, Leadership, Process Improvement, Microsoft Office, Salesforce.com
Education
Merrimack College 2012 — 2014
Master of Science Business Management
Merrimack College 1998 — 2003
Master's degree, Business Administration and Management, General
Lauralton Hall 1994 — 1998
High School Diploma
TimePayment Corp. April 2015 - Present
OnProcess Technology July 2013 - August 2014
Merrimack College January 2013 - July 2013
Curaspan Health Group October 2010 - October 2012
Plum Choice September 2009 - November 2010
PlumChoice 2009 - 2010
Sun Life Financial April 2008 - July 2008
Sun Life Financial May 2006 - April 2008
Sun Life Financial May 2004 - May 2006
Skills
Salesforce Administrator, Angel, Onboarding, Organization, Highly detail oriented, Call Center, Supervising, Multitasking Skills, Microsoft Suites, Outlook, Call Centers, Healthcare Information..., Team Building, Analysis, Time Management, Team Leadership, Human Resources, Management, Sales, Customer Service, Leadership, Process Improvement, Microsoft Office, Salesforce.com
Education
Merrimack College 2012 — 2014
Master of Science Business Management
Merrimack College 1998 — 2003
Master's degree, Business Administration and Management, General
Lauralton Hall 1994 — 1998
High School Diploma
Elyssa A. Neumann's Sun Life Financial Experience January 1992 - July 2002
Job Assistant to VP Mortgage Banking at Eastern Bank
Industry Banking
Experience
Eastern Bank June 2009 - Present
Reliant Mortgage Company, LLC. September 2012 - October 2013
BCM Controls Corporation December 2008 - June 2009
Summit Mortgage, LLC July 2003 - August 2007
Absolute Value Inc. 2003 - 2007
eastpointe mortgage October 2002 - July 2003
Sun Life Financial January 1992 - July 2002
Margaretten 1986 - 1993
Education
Merrimack College
Teaneck High School
Eastern Bank June 2009 - Present
Reliant Mortgage Company, LLC. September 2012 - October 2013
BCM Controls Corporation December 2008 - June 2009
Summit Mortgage, LLC July 2003 - August 2007
Absolute Value Inc. 2003 - 2007
eastpointe mortgage October 2002 - July 2003
Sun Life Financial January 1992 - July 2002
Margaretten 1986 - 1993
Education
Merrimack College
Teaneck High School
Ann Marie Gartland's Sun Life Financial Experience July 2008 - Present
Job Sr. Accounts Payable Manager, U.S. at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2008 - Present
Sonepar Distribution New England, Inc. August 2001 - June 2008
Cognex Corp. 1998 - 2001
Kronos Inc. 1987 - 1999
Skills
Accounts Payable, Accounting, Auditing, Accruals, Management, Financial Analysis, Process Improvement, Analysis, Account Reconciliation, Financial Reporting, Financial Statements, Accounts Receivable, Internal Audit, Hyperion Enterprise, Forecasting, Employee Benefits, Expenses, Invoicing, Payroll, Internal Controls, Sarbanes-Oxley Act, PeopleSoft, Finance, Strategic Financial..., ADP Payroll, Cost Accounting, Budgets
Education
Middlesex Community College
Associates, Business Administration/Accounting
Sun Life Financial July 2008 - Present
Sonepar Distribution New England, Inc. August 2001 - June 2008
Cognex Corp. 1998 - 2001
Kronos Inc. 1987 - 1999
Skills
Accounts Payable, Accounting, Auditing, Accruals, Management, Financial Analysis, Process Improvement, Analysis, Account Reconciliation, Financial Reporting, Financial Statements, Accounts Receivable, Internal Audit, Hyperion Enterprise, Forecasting, Employee Benefits, Expenses, Invoicing, Payroll, Internal Controls, Sarbanes-Oxley Act, PeopleSoft, Finance, Strategic Financial..., ADP Payroll, Cost Accounting, Budgets
Education
Middlesex Community College
Associates, Business Administration/Accounting
Christopher Laird's Sun Life Financial Experience January 2002 - Present
Job Senior Director at Sun Capital Advisors
Industry Investment Management
Experience
Sun Life Financial January 2002 - Present
Skills
Investment Strategies, Mutual Funds, Investments, Bloomberg, Fixed Income, Portfolio Management, Financial Analysis, Investment Management
Education
Suffolk University - Sawyer School of Management 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Merrimack College
Sun Life Financial January 2002 - Present
Skills
Investment Strategies, Mutual Funds, Investments, Bloomberg, Fixed Income, Portfolio Management, Financial Analysis, Investment Management
Education
Suffolk University - Sawyer School of Management 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Merrimack College
Jessica Curcio's Sun Life Financial Experience July 2006 - Present
Job Internal Wholesales at Sun Life Financial
Industry Wholesale
Experience
Sun Life Financial July 2006 - Present
Clearlake Custom Homes October 2005 - July 2006
Bed Bath & Beyond October 2003 - October 2005
Big 5 Sporting Goods October 2000 - October 2003
Farmers Insurance July 1997 - October 2000
Education
Moorpark College
Sun Life Financial July 2006 - Present
Clearlake Custom Homes October 2005 - July 2006
Bed Bath & Beyond October 2003 - October 2005
Big 5 Sporting Goods October 2000 - October 2003
Farmers Insurance July 1997 - October 2000
Education
Moorpark College
Victor Kennedy's Sun Life Financial Experience 1989 - 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
SELF EMPLOYED 2006 - 2011
Sun Life Financial 1989 - 2004
Sun Life Financial November 1989 - February 1991
Confederation Life June 1983 - June 1989
Senior Systems Analyst 1979 - 1983
Skills
Cisco Technologies, Network Administration, IP, Network Design, Routers, Disaster Recovery, Network Architecture, Hardware, TCP/IP
Education
Online Self Study 2013 — 2013
CISCO certification, CCNA completed. Currently studying CCNP and CCNA wireless materials.
Continuing Study 2004 — 2013
Network Infrastructure
Michigan State University
Master of Science, Geotechnical Engineering, GPA 3.91
University of Strathclyde
Bachelor of Science, Civil Engineering
SELF EMPLOYED 2006 - 2011
Sun Life Financial 1989 - 2004
Sun Life Financial November 1989 - February 1991
Confederation Life June 1983 - June 1989
Senior Systems Analyst 1979 - 1983
Skills
Cisco Technologies, Network Administration, IP, Network Design, Routers, Disaster Recovery, Network Architecture, Hardware, TCP/IP
Education
Online Self Study 2013 — 2013
CISCO certification, CCNA completed. Currently studying CCNP and CCNA wireless materials.
Continuing Study 2004 — 2013
Network Infrastructure
Michigan State University
Master of Science, Geotechnical Engineering, GPA 3.91
University of Strathclyde
Bachelor of Science, Civil Engineering
Val Gorobets's Sun Life Financial Experience 2004 - 2008
Job Integration Lead at The Nielsen Company
Industry Architecture & Planning
Experience
The Nielsen Company March 2008 - Present
Sun Life Financial 2004 - 2008
TELUS Communications January 2002 - January 2004
GE Capital January 2000 - January 2002
MCI Systemhouse May 1997 - January 2000
HR Technologies May 1995 - May 1997
Russian Research Center "Kurchatov Institute" April 1983 - January 1994
Skills
Enterprise Software, Integration, IT Strategy, Architecture, Strategy, Enterprise Architecture, E-commerce, SAP, Project Planning, Security, Architectures, PMP, Business Process, Requirements Analysis, Business Intelligence, Business Analysis, Telecommunications, Nuclear Physics, Nuclear Engineering, Statistical Data..., Statistical Modeling, Partial Differential..., SDLC
Education
The Toronto Institute of Computer Study 1994 — 1995
Diploma, Computer Science
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1976 — 1983
Master, Nuclear physics
The Nielsen Company March 2008 - Present
Sun Life Financial 2004 - 2008
TELUS Communications January 2002 - January 2004
GE Capital January 2000 - January 2002
MCI Systemhouse May 1997 - January 2000
HR Technologies May 1995 - May 1997
Russian Research Center "Kurchatov Institute" April 1983 - January 1994
Skills
Enterprise Software, Integration, IT Strategy, Architecture, Strategy, Enterprise Architecture, E-commerce, SAP, Project Planning, Security, Architectures, PMP, Business Process, Requirements Analysis, Business Intelligence, Business Analysis, Telecommunications, Nuclear Physics, Nuclear Engineering, Statistical Data..., Statistical Modeling, Partial Differential..., SDLC
Education
The Toronto Institute of Computer Study 1994 — 1995
Diploma, Computer Science
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1976 — 1983
Master, Nuclear physics
Linda Scovil's Sun Life Financial Experience April 2007 - February 2012
Job Director of Life Insurance Operations
Industry Insurance
Experience
Fidelity Investments March 2012 - Present
Sun Life Financial April 2007 - February 2012
Sun Life Financial 2001 - 2007
Education
Middlesex Community College 1978 — 1982
Fidelity Investments March 2012 - Present
Sun Life Financial April 2007 - February 2012
Sun Life Financial 2001 - 2007
Education
Middlesex Community College 1978 — 1982
Michael Labrinos's Sun Life Financial Experience February 1999 - November 2004
Job Senior Credit Analyst at Brookline Bank
Industry Banking
Experience
Brookline Bank April 2013 - Present
Citizens Bank January 2011 - January 2013
Citizens Bank March 2009 - December 2010
Citizens Bank February 2007 - February 2009
Sun Life Financial February 1999 - November 2004
Skills
Loans, Underwriting, Credit, Mortgage, Credit Analysis, Fixed Income, Capital Markets, Portfolio Management, Banking, Mortgage Lending, Credit Risk, Commercial Lending, Small Business Lending, Investments, Commercial Banking, Loan Origination
Education
National University
MBA, Finance
Northeastern University
Master, Economics - Labor Economics
San Diego State University-California State University
Bachelor, Finance / Spanish
Brookline Bank April 2013 - Present
Citizens Bank January 2011 - January 2013
Citizens Bank March 2009 - December 2010
Citizens Bank February 2007 - February 2009
Sun Life Financial February 1999 - November 2004
Skills
Loans, Underwriting, Credit, Mortgage, Credit Analysis, Fixed Income, Capital Markets, Portfolio Management, Banking, Mortgage Lending, Credit Risk, Commercial Lending, Small Business Lending, Investments, Commercial Banking, Loan Origination
Education
National University
MBA, Finance
Northeastern University
Master, Economics - Labor Economics
San Diego State University-California State University
Bachelor, Finance / Spanish
William Dorough's Sun Life Financial Experience January 2005 - December 2006
Job Managing Partner at HawkPeak® Consulting Group
Industry Financial Services
Experience
HawkPeak® Consulting Group 2013 - Present
Plante Moran November 2010 - November 2012
AIG January 2006 - December 2007
Sun Life Financial January 2005 - December 2006
AllianceBernstein October 2003 - November 2004
MetLife January 2001 - October 2003
Skills
Strategic Financial..., Investments, Retirement Planning, Due Diligence, Employee Benefits, Wealth Management, Asset Allocation, Accounting, Financial Analysis, Process Improvement, Series 7, Budgets, Strategic Planning, Risk Management, Forecasting, Business Planning, Leadership, Estate Planning, Project Management, Retirement, Asset Management
Education
Michigan State University 1987 — 1992
HawkPeak® Consulting Group 2013 - Present
Plante Moran November 2010 - November 2012
AIG January 2006 - December 2007
Sun Life Financial January 2005 - December 2006
AllianceBernstein October 2003 - November 2004
MetLife January 2001 - October 2003
Skills
Strategic Financial..., Investments, Retirement Planning, Due Diligence, Employee Benefits, Wealth Management, Asset Allocation, Accounting, Financial Analysis, Process Improvement, Series 7, Budgets, Strategic Planning, Risk Management, Forecasting, Business Planning, Leadership, Estate Planning, Project Management, Retirement, Asset Management
Education
Michigan State University 1987 — 1992
Natalia Askinazi's Sun Life Financial Experience March 2009 - July 2013
Job Independent Luxury Consultant at Global Wealth Trade Corp.
Industry Financial Services
Experience
Global Wealth Trade Corp. January 2013 - Present
RBC Assurances July 2013 - March 2014
Sun Life Financial March 2009 - July 2013
Investors Group Financial Services November 2004 - February 2009
Spartak Moscow August 1995 - December 1998
Skills
Wealth Management, Critical Illness, Retirement Planning, Segregated Funds, Wealth, Mutual Funds, Investment Strategies, Retirement Savings, Financial Planners, Estate Planning, Fixed Annuities, Securities, Retirement, Investment Advisory, Disability Insurance, Financial Advisory, Term Life Insurance, Long-term Care, Strategic Financial..., Life Insurance, Asset Allocation, Financial Planning, Fashion Jewelry
Education
Moscow Pedagogical State University 1992 — 1997
BA, Geography/English
Global Wealth Trade Corp. January 2013 - Present
RBC Assurances July 2013 - March 2014
Sun Life Financial March 2009 - July 2013
Investors Group Financial Services November 2004 - February 2009
Spartak Moscow August 1995 - December 1998
Skills
Wealth Management, Critical Illness, Retirement Planning, Segregated Funds, Wealth, Mutual Funds, Investment Strategies, Retirement Savings, Financial Planners, Estate Planning, Fixed Annuities, Securities, Retirement, Investment Advisory, Disability Insurance, Financial Advisory, Term Life Insurance, Long-term Care, Strategic Financial..., Life Insurance, Asset Allocation, Financial Planning, Fashion Jewelry
Education
Moscow Pedagogical State University 1992 — 1997
BA, Geography/English
Erika FitzPatrick's Sun Life Financial Experience June 2014 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Bearence Management Group October 2012 - June 2014
HealthPartners February 2009 - October 2012
Associated Financial Group August 2005 - August 2007
Unum July 2002 - August 2005
Unum September 1999 - July 2002
Mitor 1997 - 1998
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Client Retention, Benefits, Employee Wellness..., Life Insurance, Disability Insurance
Education
Minnesota State University, Mankato 1995 — 1998
Bachelor of Science (BS), Business Administration
Buffalo High School 1992 — 1995
Sun Life Financial June 2014 - Present
Bearence Management Group October 2012 - June 2014
HealthPartners February 2009 - October 2012
Associated Financial Group August 2005 - August 2007
Unum July 2002 - August 2005
Unum September 1999 - July 2002
Mitor 1997 - 1998
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Client Retention, Benefits, Employee Wellness..., Life Insurance, Disability Insurance
Education
Minnesota State University, Mankato 1995 — 1998
Bachelor of Science (BS), Business Administration
Buffalo High School 1992 — 1995
Linda McCarthy, RN CCM, LNC's Sun Life Financial Experience June 1999 - Present
Job Clinical Risk Manager at Berkley Accident and Health, LLC
Industry Insurance
Experience
Berkley Accident and Health, LLC 2010 - Present
Sun Life Financial June 1999 - Present
Sun Life Financial June 1999 - Present
Sun Life Financial June 1999 - Present
Aetna June 1988 - December 1997
Education
Middlesex Community College
Nursing, Nursing
Berkley Accident and Health, LLC 2010 - Present
Sun Life Financial June 1999 - Present
Sun Life Financial June 1999 - Present
Sun Life Financial June 1999 - Present
Aetna June 1988 - December 1997
Education
Middlesex Community College
Nursing, Nursing
Remon Nour's Sun Life Financial Experience April 2011 - Present
Job Financial Analyst
Industry Financial Services
Experience
Sun Life Financial April 2011 - Present
Citi March 2010 - November 2010
Dupont & King Products and Solutions (contract) April 2004 - October 2007
BP Castrol August 2003 - April 2004
Skills
Accounting, Budgets, Analysis, Business Development, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Variance Analysis, GAAP, Cash Flow, Cost Accounting
Education
Mohawk College 1994 — 1996
Business Accounting Diploma, Accounting
Enrolled in the CMA program
Sun Life Financial April 2011 - Present
Citi March 2010 - November 2010
Dupont & King Products and Solutions (contract) April 2004 - October 2007
BP Castrol August 2003 - April 2004
Skills
Accounting, Budgets, Analysis, Business Development, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Variance Analysis, GAAP, Cash Flow, Cost Accounting
Education
Mohawk College 1994 — 1996
Business Accounting Diploma, Accounting
Enrolled in the CMA program
David Camara, Dipl. T.'s Sun Life Financial Experience June 2007 - January 2011
Job IS Application Developer at Manulife Financial
Industry Financial Services
Experience
Manulife Financial February 2011 - Present
Sun Life Financial June 2007 - January 2011
Sun Life Financial November 2006 - May 2007
Ayerswood Development Corp. August 2006 - November 2006
Eastforest Homes Ltd. June 2004 - August 2006
Mohawk College May 2003 - September 2003
RMH Teleservice International Inc. August 2002 - December 2002
Skills
Blackberry Enterprise..., SQL, Troubleshooting, System Administration, Access, Microsoft SQL Server, Databases, Operating Systems, Software Development, Technical Support, Networking, Security, Team Leadership, Analysis
Education
Mohawk College 2000 — 2004
Diploma - Technology, Software Development, Networking, Systems Operations, Database Design
Manulife Financial February 2011 - Present
Sun Life Financial June 2007 - January 2011
Sun Life Financial November 2006 - May 2007
Ayerswood Development Corp. August 2006 - November 2006
Eastforest Homes Ltd. June 2004 - August 2006
Mohawk College May 2003 - September 2003
RMH Teleservice International Inc. August 2002 - December 2002
Skills
Blackberry Enterprise..., SQL, Troubleshooting, System Administration, Access, Microsoft SQL Server, Databases, Operating Systems, Software Development, Technical Support, Networking, Security, Team Leadership, Analysis
Education
Mohawk College 2000 — 2004
Diploma - Technology, Software Development, Networking, Systems Operations, Database Design
Catherine Oliver's Sun Life Financial Experience January 2008 - Present
Job Regional Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2008 - Present
Integrity Mutual Funds 2006 - 2007
Universal Financial Consultant 2003 - 2006
Integrity Life Insurance Company 2002 - 2003
Essex Corporation 2000 - 2002
Skills
Mutual Funds, CRM, Portfolio Management, Sales Operations, Insurance, Sales, Fixed Annuities, Marketing, Retirement, New Business Development, Finance, Banking, Life Insurance, Analysis, Hedge Funds
Education
Michigan State University
BS, Biology
Sun Life Financial January 2008 - Present
Integrity Mutual Funds 2006 - 2007
Universal Financial Consultant 2003 - 2006
Integrity Life Insurance Company 2002 - 2003
Essex Corporation 2000 - 2002
Skills
Mutual Funds, CRM, Portfolio Management, Sales Operations, Insurance, Sales, Fixed Annuities, Marketing, Retirement, New Business Development, Finance, Banking, Life Insurance, Analysis, Hedge Funds
Education
Michigan State University
BS, Biology
Sabrina Patrick's Sun Life Financial Experience January 2007 - May 2011
Job BGA Case Management
Industry Insurance
Experience
Symetra April 2013 - Present
Upromise June 2012 - March 2013
Sun Life Financial January 2007 - May 2011
Beth Israel Deaconess Medical Center January 2004 - December 2006
Boston Children's Hospital September 2001 - January 2004
Skills
Real Estate Transactions, Real Estate Negotiating, Real Estate, Certified Tax Preparer, Licensed Real Estate..., Negotiation, Life Insurance, Series 63, Term Life Insurance, Sales Management, Relationship Management, Financial Services, Analysis, Budgets, Customer Service, Dependable Team Player, Insurance, Investments, Management, Risk Management
Education
Morgan State University
Political Science and Government
Symetra April 2013 - Present
Upromise June 2012 - March 2013
Sun Life Financial January 2007 - May 2011
Beth Israel Deaconess Medical Center January 2004 - December 2006
Boston Children's Hospital September 2001 - January 2004
Skills
Real Estate Transactions, Real Estate Negotiating, Real Estate, Certified Tax Preparer, Licensed Real Estate..., Negotiation, Life Insurance, Series 63, Term Life Insurance, Sales Management, Relationship Management, Financial Services, Analysis, Budgets, Customer Service, Dependable Team Player, Insurance, Investments, Management, Risk Management
Education
Morgan State University
Political Science and Government
Joan Crawford-Wehrstein's Sun Life Financial Experience August 2009 - May 2010
Job Life & Health Insurance, Investments, Home & Auto Insurance, Commercial Insurance.
Industry Financial Services
Experience
The Cooperators - McMillan Insurance and Financial Services August 2009 - Present
Brant County 4-H 2001 - 2013
Sun Life Financial August 2009 - May 2010
Sun Life Financial fornerly Clarica November 2001 - May 2008
Royal Bank of Canada February 1989 - October 2001
Skills
Critical Illness, Disability Insurance, Estate Planning, Retirement, Small Business
Education
Insurance Institutie of Ontario 2010 — 2010
General Insurance License
Canadian Professional Sales Association 1990 — 2009
CSP, Certified Sales Professional designation
Glencoe Districy High School
Life and Accident and Sickness License
insurance industry
Mohawk College
Certificate, Performance Management Certificate
Mutual Funds License
Mutual Funds License
Ridgetown College of Agricultural Technology
ALT, Agricultural Laboratory Technology
The Cooperators - McMillan Insurance and Financial Services August 2009 - Present
Brant County 4-H 2001 - 2013
Sun Life Financial August 2009 - May 2010
Sun Life Financial fornerly Clarica November 2001 - May 2008
Royal Bank of Canada February 1989 - October 2001
Skills
Critical Illness, Disability Insurance, Estate Planning, Retirement, Small Business
Education
Insurance Institutie of Ontario 2010 — 2010
General Insurance License
Canadian Professional Sales Association 1990 — 2009
CSP, Certified Sales Professional designation
Glencoe Districy High School
Life and Accident and Sickness License
insurance industry
Mohawk College
Certificate, Performance Management Certificate
Mutual Funds License
Mutual Funds License
Ridgetown College of Agricultural Technology
ALT, Agricultural Laboratory Technology
Wanda Crawley's Sun Life Financial Experience May 2015 - Present
Job Group Services Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
Solareh January 2014 - April 2015
SSQ Financial Group April 2010 - November 2013
AXA July 2001 - April 2010
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Term Life Insurance, General Insurance, Pensions, Retirement, Commercial Insurance, Critical Illness, Underwriting, Brokers, Customer Service, Property & Casualty...
Education
Mount Saint Vincent University 1978 — 1980
Sun Life Financial May 2015 - Present
Solareh January 2014 - April 2015
SSQ Financial Group April 2010 - November 2013
AXA July 2001 - April 2010
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Term Life Insurance, General Insurance, Pensions, Retirement, Commercial Insurance, Critical Illness, Underwriting, Brokers, Customer Service, Property & Casualty...
Education
Mount Saint Vincent University 1978 — 1980
Debbie Cave's Sun Life Financial Experience October 2009 - Present
Job Inforce Life Product Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2009 - Present
Sun Life Financial September 1997 - October 2009
Prudential Financial May 1980 - September 1994
Skills
Insurance, Management, Financial Services, Life Insurance, Maintaining Strong..., Communication
Education
Mohawk College 1979 — 1980
Business
Sun Life Financial October 2009 - Present
Sun Life Financial September 1997 - October 2009
Prudential Financial May 1980 - September 1994
Skills
Insurance, Management, Financial Services, Life Insurance, Maintaining Strong..., Communication
Education
Mohawk College 1979 — 1980
Business
Sameer Parekh's Sun Life Financial Experience November 2013 - February 2014
Job AVP at Home Trust Company
Industry Accounting
Experience
Home Trust Company February 2014 - Present
Sun Life Financial November 2013 - February 2014
Sameer Parekh, CA April 2013 - October 2013
Manulife Financial April 2011 - April 2013
PwC India October 2009 - April 2011
Ernst & Young January 2005 - September 2009
BDO Jawad Habib July 2001 - December 2004
PricewaterhouseCoopers January 1998 - June 2001
Skills
IFRS, External Audit, Internal Controls, Financial Reporting, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Assurance
Education
Narsee Monjee Institute of Management Studies 1990 — 1995
Bachelor of Commerce, Accountancy, Economics, Auditing
Home Trust Company February 2014 - Present
Sun Life Financial November 2013 - February 2014
Sameer Parekh, CA April 2013 - October 2013
Manulife Financial April 2011 - April 2013
PwC India October 2009 - April 2011
Ernst & Young January 2005 - September 2009
BDO Jawad Habib July 2001 - December 2004
PricewaterhouseCoopers January 1998 - June 2001
Skills
IFRS, External Audit, Internal Controls, Financial Reporting, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Assurance
Education
Narsee Monjee Institute of Management Studies 1990 — 1995
Bachelor of Commerce, Accountancy, Economics, Auditing
Geoff Ritcey's Sun Life Financial Experience August 2010 - Present
Job AVP Credit Risk Management
Industry Investment Management
Experience
Sun Life Financial August 2010 - Present
Skills
Portfolio Management, Real Estate Appraisal, Mortgage Underwriting, Risk Management, Appraisals, Investments, Mortgage Lending, Leases, Real Estate, Investment Properties, Financial Reporting, Loans, Financial Risk, Credit Risk, Commercial Mortgages, Strategy, Due Diligence, Valuation, Asset Management, Financial Analysis, Underwriting, Finance, Real Estate Economics, Financial Modeling
Education
Mount Allison University 1977 — 1981
Bachelor of Commerce, Management
Sun Life Financial August 2010 - Present
Skills
Portfolio Management, Real Estate Appraisal, Mortgage Underwriting, Risk Management, Appraisals, Investments, Mortgage Lending, Leases, Real Estate, Investment Properties, Financial Reporting, Loans, Financial Risk, Credit Risk, Commercial Mortgages, Strategy, Due Diligence, Valuation, Asset Management, Financial Analysis, Underwriting, Finance, Real Estate Economics, Financial Modeling
Education
Mount Allison University 1977 — 1981
Bachelor of Commerce, Management
Blake Berges's Sun Life Financial Experience Senior Personal Banking OfficerScotiabankMay 2008 - August 2008
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Senior Personal Banking OfficerScotiabankMay 2008 - August 2008
Education
Mount Royal University 2003 — 2008
BAFS, Financial Services
Sun Life Financial Senior Personal Banking OfficerScotiabankMay 2008 - August 2008
Education
Mount Royal University 2003 — 2008
BAFS, Financial Services
Stephanie Bergquist's Sun Life Financial Experience October 2014 - Present
Job LTD Benefit Analyst
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
Travelers January 2008 - Present
The CCS Companies October 2006 - January 2008
Skills
Social Networking, Customer Service, Project Management, Risk Assessment, Business Analysis, Account Management, Arbitration, NH Worker's...
Education
Southern NH University 2007 — 2012
Master of Science, Business Administration
Merrimack College 1999 — 2003
Bachelor of Science Degree, Business Management
Sun Life Financial October 2014 - Present
Travelers January 2008 - Present
The CCS Companies October 2006 - January 2008
Skills
Social Networking, Customer Service, Project Management, Risk Assessment, Business Analysis, Account Management, Arbitration, NH Worker's...
Education
Southern NH University 2007 — 2012
Master of Science, Business Administration
Merrimack College 1999 — 2003
Bachelor of Science Degree, Business Management
Ashton Perry's Sun Life Financial Experience July 2010 - May 2014
Job Marketing Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2014 - Present
Sun Life Financial July 2010 - May 2014
Capstone Insurance Services, LLC May 2008 - August 2008
Skills
Goal Oriented, Sales, Insurance, Group Life, Disability Insurance, Dental Insurance, Employee Benefits, Voluntary Employee..., Marketing, Cold Calling, Microsoft Excel, Microsoft Office, PowerPoint, Lotus Notes, Group Insurance, Customer Service, Health Insurance, Leadership, Underwriting
Education
Miami University 2006 — 2010
BS, Marketing
Lincoln Financial Group May 2014 - Present
Sun Life Financial July 2010 - May 2014
Capstone Insurance Services, LLC May 2008 - August 2008
Skills
Goal Oriented, Sales, Insurance, Group Life, Disability Insurance, Dental Insurance, Employee Benefits, Voluntary Employee..., Marketing, Cold Calling, Microsoft Excel, Microsoft Office, PowerPoint, Lotus Notes, Group Insurance, Customer Service, Health Insurance, Leadership, Underwriting
Education
Miami University 2006 — 2010
BS, Marketing
Derek Novak's Sun Life Financial Experience November 2008 - Present
Job Abilities Case Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2008 - Present
Skills
Customer Service, Insurance, Claims Management
Education
Mohawk College 1998 — 2000
Insurance, Insurance
Sun Life Financial November 2008 - Present
Skills
Customer Service, Insurance, Claims Management
Education
Mohawk College 1998 — 2000
Insurance, Insurance
Thomas Conley's Sun Life Financial Experience 2010 - 2012
Job Sr. Business Systems Specialist at BJ's Wholesale Club
Industry Insurance
Experience
BJ's Wholesale Club 2015 - Present
Yankee Alliance 2013 - 2015
Sun Life Financial 2010 - 2012
Skills
Financial Analysis, Insurance, Microsoft Excel, Data Analysis, French, Actuarial Science
Education
Middlebury College 2004 — 2008
Bachelor's Degree, French, 3.23
Middlebury College 2004 — 2008
BJ's Wholesale Club 2015 - Present
Yankee Alliance 2013 - 2015
Sun Life Financial 2010 - 2012
Skills
Financial Analysis, Insurance, Microsoft Excel, Data Analysis, French, Actuarial Science
Education
Middlebury College 2004 — 2008
Bachelor's Degree, French, 3.23
Middlebury College 2004 — 2008
Timothy O'Mara's Sun Life Financial Experience November 2005 - December 2009
Job Vice President Nationwide Financial Retirement Institute
Industry Financial Services
Experience
Nationwide Financial February 2010 - Present
Sun Life Financial November 2005 - December 2009
Guardian Life Insurance November 2004 - November 2005
Skills
Financial Services, Variable Annuities, Mutual Funds, Retirement Plan..., Long-term Care, Social Security, Public Speaking, Series 6
Education
Mercyhurst University 1990 — 1993
BS, Hospitality Management
Muskingum College 1988 — 1989
Nationwide Financial February 2010 - Present
Sun Life Financial November 2005 - December 2009
Guardian Life Insurance November 2004 - November 2005
Skills
Financial Services, Variable Annuities, Mutual Funds, Retirement Plan..., Long-term Care, Social Security, Public Speaking, Series 6
Education
Mercyhurst University 1990 — 1993
BS, Hospitality Management
Muskingum College 1988 — 1989
Hai Ling's Sun Life Financial Experience February 2008 - May 2014
Job ALM Actuary, Life & Retirement at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
Sun Life Financial February 2008 - May 2014
Education
Nanjing University
Bachelor of Science (B.S.), Computer Science
Worcester Polytechnic Institute
Master of Science (M.S.), Financial Mathematics
AIG June 2014 - Present
Sun Life Financial February 2008 - May 2014
Education
Nanjing University
Bachelor of Science (B.S.), Computer Science
Worcester Polytechnic Institute
Master of Science (M.S.), Financial Mathematics
Paul Fischer's Sun Life Financial Experience October 2006 - June 2008
Job Vice President & Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
Sun Life Financial October 2006 - June 2008
Hartford Life January 2004 - October 2006
Phoenix Life Insurance Company January 1984 - October 2003
Skills
Actuarial Science, Fixed Annuities, Reinsurance, Life Insurance, Insurance, Disability Insurance, Estate Planning, Investments, Health Insurance, MoSes, Product Development, Retirement, Pensions, Underwriting, Variable Annuities
Education
Middlebury College 1972 — 1976
BA, Mathematics
Prudential Financial January 2013 - Present
Sun Life Financial October 2006 - June 2008
Hartford Life January 2004 - October 2006
Phoenix Life Insurance Company January 1984 - October 2003
Skills
Actuarial Science, Fixed Annuities, Reinsurance, Life Insurance, Insurance, Disability Insurance, Estate Planning, Investments, Health Insurance, MoSes, Product Development, Retirement, Pensions, Underwriting, Variable Annuities
Education
Middlebury College 1972 — 1976
BA, Mathematics
Marc d'Acunzo's Sun Life Financial Experience March 2006 - September 2015
Job Senior Sales Representative at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2015 - Present
Sun Life Financial March 2006 - September 2015
CompBenefits Corporation June 1993 - March 2006
Skills
Disability Insurance, Insurance, Sales, Sales Presentations, Product Marketing, Health Insurance, Workers Compensation, Employee Benefits, Brokers, Dentistry, Sales Operations, Underwriting, Health Savings Accounts, Leadership, Life Insurance, Strategic Planning, Customer Service
Education
Miami University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Voya Financial September 2015 - Present
Sun Life Financial March 2006 - September 2015
CompBenefits Corporation June 1993 - March 2006
Skills
Disability Insurance, Insurance, Sales, Sales Presentations, Product Marketing, Health Insurance, Workers Compensation, Employee Benefits, Brokers, Dentistry, Sales Operations, Underwriting, Health Savings Accounts, Leadership, Life Insurance, Strategic Planning, Customer Service
Education
Miami University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Marta Mojzer's Sun Life Financial Experience July 2007 - August 2013
Job Sales Coordinator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2007 - August 2013
Genworth Financial 2005 - July 2007
Skills
Microsoft Excel, Editorial, Employee Benefits, Customer Service, HR Policies, Microsoft Word, Office Management, Office Administration, Risk Assessment, Typing, Underwriting, Writing
Education
Miami University
Bachelor of Arts (B.A.), Sociology
Sun Life Financial July 2007 - August 2013
Genworth Financial 2005 - July 2007
Skills
Microsoft Excel, Editorial, Employee Benefits, Customer Service, HR Policies, Microsoft Word, Office Management, Office Administration, Risk Assessment, Typing, Underwriting, Writing
Education
Miami University
Bachelor of Arts (B.A.), Sociology
Larry Kenney's Sun Life Financial Experience July 2008 - August 2011
Job Regional Vice President at Pacific Life Insurance Company MidAtlantic Region (Metro DC and Philadelphia)
Industry Financial Services
Experience
Pacific Life Insurance Company August 2011 - Present
Sun Life Financial July 2008 - August 2011
Phoenix Life Insurance Company 2001 - 2007
Skills
Estate Planning, Advanced Sales, Concept Knowledge, Executive Benefits, Instructor-Led Training, Life Insurance, Series 6, Series 7, Series 24, Series 63
Education
Temple University 1976 — 1980
MSW, Administration
Mount St. Mary's University 1970 — 1974
BA, History
Pacific Life Insurance Company August 2011 - Present
Sun Life Financial July 2008 - August 2011
Phoenix Life Insurance Company 2001 - 2007
Skills
Estate Planning, Advanced Sales, Concept Knowledge, Executive Benefits, Instructor-Led Training, Life Insurance, Series 6, Series 7, Series 24, Series 63
Education
Temple University 1976 — 1980
MSW, Administration
Mount St. Mary's University 1970 — 1974
BA, History
Doreen Yeow, CFP, CLU's Sun Life Financial Experience 1996 - 2012
Job Financial Advisor
Industry Insurance
Experience
MOSAIC/NSMS January 2012 - Present
Vance Financial Group December 2009 - Present
MOSAIC/NSMS January 2012 - March 2012
Sun Life Financial 1996 - 2012
Canada-Singapore Business Association January 1997 - December 1998
Vancouver-Singapore Club, Vancouver,BC January 1994 - December 1997
Canadian Mental Health Association, BC Division August 1995 - December 1995
Intercultural Training and Research Centre August 1995 - September 1995
North Shore Continuing Education, BC September 1994 - December 1994
Skills
Insurance, Investments, Banking, Health Insurance, Travel Insurance, Training & Development, Corporate Communications
Education
National University of Singapore / NUS 1991 — 1992
Master of Arts (MA), Linguistics
University of Western Australia 1977 — 1980
Bachelor of Arts (B.A.), English Language and Literature/Letters
Geylang Methodist Girls' School 1964 — 1967
MOSAIC/NSMS January 2012 - Present
Vance Financial Group December 2009 - Present
MOSAIC/NSMS January 2012 - March 2012
Sun Life Financial 1996 - 2012
Canada-Singapore Business Association January 1997 - December 1998
Vancouver-Singapore Club, Vancouver,BC January 1994 - December 1997
Canadian Mental Health Association, BC Division August 1995 - December 1995
Intercultural Training and Research Centre August 1995 - September 1995
North Shore Continuing Education, BC September 1994 - December 1994
Skills
Insurance, Investments, Banking, Health Insurance, Travel Insurance, Training & Development, Corporate Communications
Education
National University of Singapore / NUS 1991 — 1992
Master of Arts (MA), Linguistics
University of Western Australia 1977 — 1980
Bachelor of Arts (B.A.), English Language and Literature/Letters
Geylang Methodist Girls' School 1964 — 1967
Randy Alsworth's Sun Life Financial Experience March 2013 - March 2015
Job Regional Sales Executive at Symetra
Industry Insurance
Experience
Symetra March 2015 - Present
Sun Life Financial March 2013 - March 2015
Lincoln Financial Group October 2010 - February 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Health Insurance, Sales, Long-term Care, Customer Service, Underwriting, Critical Illness, Brokers, Small Business, Group Insurance, Benefits Administration
Education
Mississippi State University
Bachelor of Science
Symetra March 2015 - Present
Sun Life Financial March 2013 - March 2015
Lincoln Financial Group October 2010 - February 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Health Insurance, Sales, Long-term Care, Customer Service, Underwriting, Critical Illness, Brokers, Small Business, Group Insurance, Benefits Administration
Education
Mississippi State University
Bachelor of Science
Ryan Alexander, CFP, BAFS's Sun Life Financial Experience December 2008 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2008 - Present
Education
Mount Royal University 2005 — 2009
BAFS, Financial
Sun Life Financial December 2008 - Present
Education
Mount Royal University 2005 — 2009
BAFS, Financial
Dimitriy Okhrimenko's Sun Life Financial Experience 2007 - 2009
Job Distressed Commercial Assets and Notes Acquisition and Disposition, Jr. Partner at Venture Logics Inc.
Industry Real Estate
Experience
Venture Logics Inc. September 2009 - Present
Sun Life Financial 2007 - 2009
Alpari-Invest 2005 - 2007
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
Masters, Computer Science
Venture Logics Inc. September 2009 - Present
Sun Life Financial 2007 - 2009
Alpari-Invest 2005 - 2007
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
Masters, Computer Science
Kate Armit's Sun Life Financial Experience 2012 - March 2013
Job New Business Manager at Financial Horizons Group
Industry Financial Services
Experience
Financial Horizons Group February 2014 - Present
Financial Horizons Group March 2013 - February 2014
Sun Life Financial 2012 - March 2013
Sun Life Financial 2010 - 2012
Unity Life of Canada 2008 - 2010
Sun Life Financial 2007 - 2008
Sun Life Financial 2005 - 2007
The Gryphin Advantage Inc. 2000 - 2005
Skills
Mutual Funds, Long Term Care Insurance, Reinsurance, Life Insurance Products, Health Insurance..., Investment Products, Daily Operations..., Client-focused, Customer-facing, Systems Management, Systems Improvement, Advisor Development, Administration..., Client Services, Financial Services, Retirement, Management, Critical Illness, Relationship Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Administrative Work, Pensions, Financial Advisory, Financial Planners, Series 63, Investment Strategies, Investment Advisory, Underwriting, Wealth, Series 6, Estate Planning, Income Protection, Wealth Management
Education
Mohawk College
Computer Proficiencies
Financial Horizons Group February 2014 - Present
Financial Horizons Group March 2013 - February 2014
Sun Life Financial 2012 - March 2013
Sun Life Financial 2010 - 2012
Unity Life of Canada 2008 - 2010
Sun Life Financial 2007 - 2008
Sun Life Financial 2005 - 2007
The Gryphin Advantage Inc. 2000 - 2005
Skills
Mutual Funds, Long Term Care Insurance, Reinsurance, Life Insurance Products, Health Insurance..., Investment Products, Daily Operations..., Client-focused, Customer-facing, Systems Management, Systems Improvement, Advisor Development, Administration..., Client Services, Financial Services, Retirement, Management, Critical Illness, Relationship Management, Investments, Insurance, Employee Benefits, Strategic Financial..., Administrative Work, Pensions, Financial Advisory, Financial Planners, Series 63, Investment Strategies, Investment Advisory, Underwriting, Wealth, Series 6, Estate Planning, Income Protection, Wealth Management
Education
Mohawk College
Computer Proficiencies
Sumeet Thind's Sun Life Financial Experience June 2008 - March 2009
Job Corporate Counsel at Novadaq Technologies Inc.
Industry Law Practice
Experience
NOVADAQ January 2015 - Present
CIBC Legal Department November 2013 - Present
Stikeman Elliott LLP August 2012 - June 2013
Stikeman Elliott LLP May 2011 - August 2011
Citi April 2009 - August 2009
Sun Life Financial June 2008 - March 2009
Canada Border Services Agency May 2007 - August 2007
Skills
Insurance, Management, Mergers & Acquisitions, Corporate Law, Finance, Legal Advice, Corporate Finance, Mergers, Sales, Legal Writing, Civil Litigation, Securities Regulation, Legal Research, Litigation, Corporate Governance
Education
York University - Osgoode Hall Law School 2009 — 2012
Jurisdoctor, Law
National University of Singapore 2012 — 2012
Exchange Student, Law
University of Windsor 2003 — 2007
B.A (Hons.), Criminology and Sociology
NOVADAQ January 2015 - Present
CIBC Legal Department November 2013 - Present
Stikeman Elliott LLP August 2012 - June 2013
Stikeman Elliott LLP May 2011 - August 2011
Citi April 2009 - August 2009
Sun Life Financial June 2008 - March 2009
Canada Border Services Agency May 2007 - August 2007
Skills
Insurance, Management, Mergers & Acquisitions, Corporate Law, Finance, Legal Advice, Corporate Finance, Mergers, Sales, Legal Writing, Civil Litigation, Securities Regulation, Legal Research, Litigation, Corporate Governance
Education
York University - Osgoode Hall Law School 2009 — 2012
Jurisdoctor, Law
National University of Singapore 2012 — 2012
Exchange Student, Law
University of Windsor 2003 — 2007
B.A (Hons.), Criminology and Sociology
Stephen Weil's Sun Life Financial Experience January 2013 - Present
Job at Sun Life
Industry Insurance
Experience
Sun Life Financial January 2013 - Present
The Hartford Financial Services Group, Inc. May 2007 - January 2012
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Insurance, Risk Management, Process Improvement, Strategic Planning, Life Insurance, Business Analysis, Sales Management, Program Management, Vendor Management, Data Analysis, Competitive Analysis, Account Management, Financial Analysis, New Business Development, Leadership, Performance Management
Education
Michigan State University 1971 — 1975
Bachelor of Arts, Social Science
Sun Life Financial January 2013 - Present
The Hartford Financial Services Group, Inc. May 2007 - January 2012
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Insurance, Risk Management, Process Improvement, Strategic Planning, Life Insurance, Business Analysis, Sales Management, Program Management, Vendor Management, Data Analysis, Competitive Analysis, Account Management, Financial Analysis, New Business Development, Leadership, Performance Management
Education
Michigan State University 1971 — 1975
Bachelor of Arts, Social Science
Elaine Guo's Sun Life Financial Experience November 2008 - January 2009
Job FSA, ACIA, ACA, MA, MMath, Actuarial Developer at GGY Inc.
Industry Financial Services
Experience
GGY March 2012 - Present
Heng An Standard Life May 2009 - August 2009
Sun Life Financial November 2008 - January 2009
Skills
Actuarial Science, VBA, Analysis, Quantitative Finance, SAS, R, Financial Modeling, Data Analysis, Statistics, ALM, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation, Valuation, C++
Education
University of Waterloo 2010 — 2011
Master of Math in Actuarial Science, Actuarial Science, 90/100
Nankai University 2009 — 2011
Master of Actuarial Science in Economics, Actuarial Science, 90/100
GGY March 2012 - Present
Heng An Standard Life May 2009 - August 2009
Sun Life Financial November 2008 - January 2009
Skills
Actuarial Science, VBA, Analysis, Quantitative Finance, SAS, R, Financial Modeling, Data Analysis, Statistics, ALM, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation, Valuation, C++
Education
University of Waterloo 2010 — 2011
Master of Math in Actuarial Science, Actuarial Science, 90/100
Nankai University 2009 — 2011
Master of Actuarial Science in Economics, Actuarial Science, 90/100
Amy (Pallotta) D'Avanzo's Sun Life Financial Experience June 2010 - March 2012
Job Business Relationship Manager at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston August 2012 - Present
Federal Reserve Bank of Boston March 2012 - July 2012
Sun Life Financial June 2010 - March 2012
Sun Life Financial January 2005 - June 2010
Sun Life Financial November 2003 - January 2005
Sun Life Financial June 2001 - November 2003
Milliman & Robertson 2000 - 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Financial Services, Software Licensing, Strategic Influence, Investment Strategies, Competitive Analysis, Business Analysis, Analytics, Management, Market Research, Leadership
Education
Merrimack College 1998 — 2001
BA, Math
Federal Reserve Bank of Boston August 2012 - Present
Federal Reserve Bank of Boston March 2012 - July 2012
Sun Life Financial June 2010 - March 2012
Sun Life Financial January 2005 - June 2010
Sun Life Financial November 2003 - January 2005
Sun Life Financial June 2001 - November 2003
Milliman & Robertson 2000 - 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Financial Services, Software Licensing, Strategic Influence, Investment Strategies, Competitive Analysis, Business Analysis, Analytics, Management, Market Research, Leadership
Education
Merrimack College 1998 — 2001
BA, Math
Kevin Kuzon's Sun Life Financial Experience 2014 - Present
Job AVP, Group Market Manager for Southeast at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2014 - Present
Sun Life Financial 2012 - Present
Sun Life Financial 2009 - 2012
Lincoln Financial Group 2006 - 2009
Lincoln Financial Group 2004 - 2006
The Fedeli Group 2002 - 2004
Skills
Marketing, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management, Insurance, Investments, Underwriting, Retirement, Strategic Financial..., Financial Services, Life Insurance
Education
Miami University 2000 — 2002
B.S. Business Administration, Finance
Norwich University 1998 — 1999
Sun Life Financial 2014 - Present
Sun Life Financial 2012 - Present
Sun Life Financial 2009 - 2012
Lincoln Financial Group 2006 - 2009
Lincoln Financial Group 2004 - 2006
The Fedeli Group 2002 - 2004
Skills
Marketing, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management, Insurance, Investments, Underwriting, Retirement, Strategic Financial..., Financial Services, Life Insurance
Education
Miami University 2000 — 2002
B.S. Business Administration, Finance
Norwich University 1998 — 1999
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.