Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Robin Radner Robin Radner's Sun Life Financial Experience August 2000 - June 2001
Job Writer, Lecturer, Commentator on ChurchState issues
Industry Public Policy
Experience
Robin M. Radner August 2013 - Present
Legalfeet.wordpress.com May 2011 - Present
Barnes & Noble March 2009 - September 2011
Radner Design, Inc. January 2004 - June 2007
Advocates, Inc. February 2003 - December 2003
Sun Life Financial August 2000 - June 2001
Onondaga County and Orange County Departments of Law June 1989 - July 1994
O'Hara and Crough August 1987 - July 1989
Skills
Legal Writing, Editing, Research, Constitutional Law, Religion, Public Speaking, Lecturing, Analysis, Advocacy, Writing, Public Education Law, Public Policy, Political Science, Courts, Trials, Litigation Support, Negotiation, Sales, Proofreading, Microsoft Office, Microsoft Word, PowerPoint
Education
University at Buffalo Law School 1984 — 1987
J.D.
Nazareth College of Rochester 1980 — 1983
B.A., cum laude, Political Science, Foreign Languages
Additional Courses and Seminars 1988 — 2011
Law, Business Adminstration, Writing
Robin M. Radner August 2013 - Present
Legalfeet.wordpress.com May 2011 - Present
Barnes & Noble March 2009 - September 2011
Radner Design, Inc. January 2004 - June 2007
Advocates, Inc. February 2003 - December 2003
Sun Life Financial August 2000 - June 2001
Onondaga County and Orange County Departments of Law June 1989 - July 1994
O'Hara and Crough August 1987 - July 1989
Skills
Legal Writing, Editing, Research, Constitutional Law, Religion, Public Speaking, Lecturing, Analysis, Advocacy, Writing, Public Education Law, Public Policy, Political Science, Courts, Trials, Litigation Support, Negotiation, Sales, Proofreading, Microsoft Office, Microsoft Word, PowerPoint
Education
University at Buffalo Law School 1984 — 1987
J.D.
Nazareth College of Rochester 1980 — 1983
B.A., cum laude, Political Science, Foreign Languages
Additional Courses and Seminars 1988 — 2011
Law, Business Adminstration, Writing
Daniel McManus Daniel McManus's Sun Life Financial Experience September 2007 - July 2009
Job designer & educator
Industry Design
Experience
The Art Institute of Chicago August 2015 - Present
the narrative: branding and design October 2012 - Present
University of Illinois at Chicago December 2014 - Present
Harrington College of Design January 2012 - August 2015
University of Illinois at Chicago August 2013 - May 2014
Loyola University Chicago January 2013 - May 2013
Sun Life Financial September 2007 - July 2009
Commonwealth Financial Network January 2005 - August 2007
NETC February 2000 - August 2003
Blue Cross Blue Shield November 1998 - February 2000
Skills
Adobe Creative Suite 5:..., Photoshop, Graphic Design, Adobe Creative Suite, Direct Mail, Newsletters, Advertising, Dreamweaver, Art Direction, Typography, University Teaching, Catalogs, Graphics, InDesign, Marketing, Layout, Illustrator, Digital Marketing, Digital Media, Logo Design, Corporate Branding, Brand Development, Branding & Identity, Brand Implementation, Mac, Illustration
Education
University of Illinois at Chicago 2009 — 2011
MFA, Graphic Design
The Visual Communication Institute / The Basel School of Design (FHNW HGK) 2010 — 2010
certificate
Northeastern University 1994 — 1998
Art, Graphic Design
Holy Cross High School
The Art Institute of Chicago August 2015 - Present
the narrative: branding and design October 2012 - Present
University of Illinois at Chicago December 2014 - Present
Harrington College of Design January 2012 - August 2015
University of Illinois at Chicago August 2013 - May 2014
Loyola University Chicago January 2013 - May 2013
Sun Life Financial September 2007 - July 2009
Commonwealth Financial Network January 2005 - August 2007
NETC February 2000 - August 2003
Blue Cross Blue Shield November 1998 - February 2000
Skills
Adobe Creative Suite 5:..., Photoshop, Graphic Design, Adobe Creative Suite, Direct Mail, Newsletters, Advertising, Dreamweaver, Art Direction, Typography, University Teaching, Catalogs, Graphics, InDesign, Marketing, Layout, Illustrator, Digital Marketing, Digital Media, Logo Design, Corporate Branding, Brand Development, Branding & Identity, Brand Implementation, Mac, Illustration
Education
University of Illinois at Chicago 2009 — 2011
MFA, Graphic Design
The Visual Communication Institute / The Basel School of Design (FHNW HGK) 2010 — 2010
certificate
Northeastern University 1994 — 1998
Art, Graphic Design
Holy Cross High School
Simone Ince Simone Ince's Sun Life Financial Experience July 2013 - Present
Job Manager, Marketing and Communications
Industry Public Relations and Communications
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial April 2012 - July 2013
HSBC Bank Canada March 2010 - December 2011
The Royal British Legion September 2009 - November 2009
Barclays 2008 - 2009
Nipissing University 2006 - 2007
Skills
Internal Communications, Editing, Social Media, Corporate Communications, Investment Writing, Event Management, Strategic Communications, Executive Coaching, Strategy, Project Management, Marketing, Event Planning, Management, Public Speaking, Research, Communications Planning, Speech Writing, Editorial, Marketing Communications, Project Planning, Intranet Strategy
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Post Grad, Public Relations & Corporate Communications
Nipissing University 2002 — 2006
BA4H, Criminology
Riverdale
Sun Life Financial July 2013 - Present
Sun Life Financial April 2012 - July 2013
HSBC Bank Canada March 2010 - December 2011
The Royal British Legion September 2009 - November 2009
Barclays 2008 - 2009
Nipissing University 2006 - 2007
Skills
Internal Communications, Editing, Social Media, Corporate Communications, Investment Writing, Event Management, Strategic Communications, Executive Coaching, Strategy, Project Management, Marketing, Event Planning, Management, Public Speaking, Research, Communications Planning, Speech Writing, Editorial, Marketing Communications, Project Planning, Intranet Strategy
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Post Grad, Public Relations & Corporate Communications
Nipissing University 2002 — 2006
BA4H, Criminology
Riverdale
Alexis Harris Alexis Harris's Sun Life Financial Experience June 1998 - August 2000
Job Daily Money Manager
Industry Financial Services
Experience
Self-employed November 2003 - Present
Fidelity Investments August 2000 - December 2006
Sun Life Financial June 1998 - August 2000
Skills
MS Office, Public Speaking, Compliance Testing, Compliance, Train New Employees, 401k, 403 b, Account Reconciliation, Enrollment Meetings
Education
Northeastern University
Bachelor's degree, Business Administration, Finance
Self-employed November 2003 - Present
Fidelity Investments August 2000 - December 2006
Sun Life Financial June 1998 - August 2000
Skills
MS Office, Public Speaking, Compliance Testing, Compliance, Train New Employees, 401k, 403 b, Account Reconciliation, Enrollment Meetings
Education
Northeastern University
Bachelor's degree, Business Administration, Finance
CJ Estes's Sun Life Financial Experience August 2012 - February 2014
Job Associate Underwriter at QBE North America
Industry Insurance
Experience
QBE North America February 2014 - Present
Metro Lacrosse March 2013 - Present
Sun Life Financial August 2012 - February 2014
Wellesley Country Club May 2006 - July 2012
Men's Lacrosse August 2008 - May 2012
Skills
Microsoft Excel, Team Leadership, Communication, Underwriting, Coaching, Analysis, Customer Service, Insurance, Team Building, Management, Employee Benefits, Marketing, Training, Leadership, Time Management, Microsoft Office, Microsoft Word, Public Speaking
Education
Nazareth College of Rochester 2008 — 2012
Bachelor of Science (BS), Business Administration
Hebron Academy 2007 — 2008
QBE North America February 2014 - Present
Metro Lacrosse March 2013 - Present
Sun Life Financial August 2012 - February 2014
Wellesley Country Club May 2006 - July 2012
Men's Lacrosse August 2008 - May 2012
Skills
Microsoft Excel, Team Leadership, Communication, Underwriting, Coaching, Analysis, Customer Service, Insurance, Team Building, Management, Employee Benefits, Marketing, Training, Leadership, Time Management, Microsoft Office, Microsoft Word, Public Speaking
Education
Nazareth College of Rochester 2008 — 2012
Bachelor of Science (BS), Business Administration
Hebron Academy 2007 — 2008
Crystal Kelly's Sun Life Financial Experience September 2013 - February 2015
Job
Industry Insurance
Experience
Aetna March 2015 - Present
Sun Life Financial September 2013 - February 2015
USI Consulting Group October 2012 - September 2013
Mercer January 2009 - August 2010
AETNA, INC January 2008 - January 2009
United Health Group January 2007 - January 2008
CIGNA CORPORATION December 2003 - January 2007
Skills
Analysis, Strategy, Human Resources, Management, Healthcare, Process Improvement
Education
Norfolk State University
Bachelor of Science degree
Strayer University
Master's degree
Aetna March 2015 - Present
Sun Life Financial September 2013 - February 2015
USI Consulting Group October 2012 - September 2013
Mercer January 2009 - August 2010
AETNA, INC January 2008 - January 2009
United Health Group January 2007 - January 2008
CIGNA CORPORATION December 2003 - January 2007
Skills
Analysis, Strategy, Human Resources, Management, Healthcare, Process Improvement
Education
Norfolk State University
Bachelor of Science degree
Strayer University
Master's degree
Jennifer Cress's Sun Life Financial Experience January 1999 - January 2001
Job Business Process Outsourcing Analyst at Asentinel
Industry Wireless
Experience
Asentinel February 2014 - Present
Dell January 2013 - October 2013
Hewlett-Packard August 2012 - January 2013
Tangoe October 2011 - February 2012
AllConnex July 2012 - 2012
EMC April 2007 - October 2011
Thermo Electron (later became Thermo Fisher) 2001 - 2007
Thermo Fisher Scientific 2001 - 2007
Sun Life Financial January 1999 - January 2001
Skills
Telecommunications, Operational Analysis, Vendor Management, Wireless, Process Redesign, VoIP, Contract Negotiation, Process Improvement, Leadership, Project Management, Project Planning, Managed Services, Integration, Management, Strategy, SaaS, Team Leadership, Solution Selling
Education
Northeastern University
Certification
Northeastern University
Telecommunications Management
Asentinel February 2014 - Present
Dell January 2013 - October 2013
Hewlett-Packard August 2012 - January 2013
Tangoe October 2011 - February 2012
AllConnex July 2012 - 2012
EMC April 2007 - October 2011
Thermo Electron (later became Thermo Fisher) 2001 - 2007
Thermo Fisher Scientific 2001 - 2007
Sun Life Financial January 1999 - January 2001
Skills
Telecommunications, Operational Analysis, Vendor Management, Wireless, Process Redesign, VoIP, Contract Negotiation, Process Improvement, Leadership, Project Management, Project Planning, Managed Services, Integration, Management, Strategy, SaaS, Team Leadership, Solution Selling
Education
Northeastern University
Certification
Northeastern University
Telecommunications Management
Jessica Will Jessica Will's Sun Life Financial Experience October 2005 - January 2010
Job Sr HR Coordinator at EMC
Industry Human Resources
Experience
EMC May 2014 - Present
California Closets January 2014 - May 2014
California Closets January 2010 - December 2013
Sun Life Financial October 2005 - January 2010
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Photoshop, Research, Microsoft Word, Data Analysis, Public Speaking, Management, Constant Contact
Education
Newbury College 2004 — 2005
Liberal Arts and Sciences, General Studies and Humanities
EMC May 2014 - Present
California Closets January 2014 - May 2014
California Closets January 2010 - December 2013
Sun Life Financial October 2005 - January 2010
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Photoshop, Research, Microsoft Word, Data Analysis, Public Speaking, Management, Constant Contact
Education
Newbury College 2004 — 2005
Liberal Arts and Sciences, General Studies and Humanities
Haley Sween Haley Sween's Sun Life Financial Experience July 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial July 2013 - Present
EVBA (Edina Volleyball) November 2009 - Present
Work Independently March 2009 - Present
Hays Companies March 2010 - July 2013
Buffalo Wild Wings 2010 - 2010
Shamrock Golf Course April 2009 - October 2009
Opus August 2008 - April 2009
Opus November 2008 - February 2009
Opus May 2007 - August 2008
Wayzata Eatery and Wine Bar May 2007 - June 2008
Skills
Human Resources, Employee Benefits, Benefits Administration, Recruiting, Management, Event Planning, Time Management, Leadership, Customer Service, Training, Process Improvement, Workers Compensation, Health Savings Accounts, Deferred Compensation, Project Planning, CRM, Marketing, Coaching, Sales
Education
University of Wisconsin-Stout 2003 — 2007
Normandale Community College 2002 — 2003
PSEO, General Education
Sun Life Financial July 2013 - Present
EVBA (Edina Volleyball) November 2009 - Present
Work Independently March 2009 - Present
Hays Companies March 2010 - July 2013
Buffalo Wild Wings 2010 - 2010
Shamrock Golf Course April 2009 - October 2009
Opus August 2008 - April 2009
Opus November 2008 - February 2009
Opus May 2007 - August 2008
Wayzata Eatery and Wine Bar May 2007 - June 2008
Skills
Human Resources, Employee Benefits, Benefits Administration, Recruiting, Management, Event Planning, Time Management, Leadership, Customer Service, Training, Process Improvement, Workers Compensation, Health Savings Accounts, Deferred Compensation, Project Planning, CRM, Marketing, Coaching, Sales
Education
University of Wisconsin-Stout 2003 — 2007
Normandale Community College 2002 — 2003
PSEO, General Education
Bryan Faulkner Bryan Faulkner's Sun Life Financial Experience November 2006 - July 2012
Job Helping people to live healthier and more fulfilling lives...
Industry Health, Wellness and Fitness
Experience
Old Colony YMCA July 2015 - Present
New York Life Insurance Company September 2014 - June 2015
Anytime Fitness August 2013 - October 2013
Sun Life Financial November 2006 - July 2012
Liberty Mutual January 2000 - November 2006
C.E.I. Management Corporation September 1999 - December 1999
Skills
Insurance, Time Management, 401k Rollovers, Account Management, Asset Protection, Business Relationship..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection Planning, Family Planning, Business Insurance..., Business Networking, Creative Problem Solving, Customer Relations, Customer Satisfaction, Customer Retention, Customer Insight, Lead Generation, Permanent Life Insurance, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Leadership, Multi-Tasking Skills, Networking, Problem Solving, Public Speaking, Social Media, Social Networking, Thought Leadership, Relationship Management, Risk Management, Service Delivery, Term Life Insurance, Education Funding..., Finance, Life Insurance, Analysis, Sales, Management, Health Insurance, Liability, Policy
Education
Northeastern University
Bachelor's Degree, Criminal Justice
Old Colony YMCA July 2015 - Present
New York Life Insurance Company September 2014 - June 2015
Anytime Fitness August 2013 - October 2013
Sun Life Financial November 2006 - July 2012
Liberty Mutual January 2000 - November 2006
C.E.I. Management Corporation September 1999 - December 1999
Skills
Insurance, Time Management, 401k Rollovers, Account Management, Asset Protection, Business Relationship..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection Planning, Family Planning, Business Insurance..., Business Networking, Creative Problem Solving, Customer Relations, Customer Satisfaction, Customer Retention, Customer Insight, Lead Generation, Permanent Life Insurance, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Leadership, Multi-Tasking Skills, Networking, Problem Solving, Public Speaking, Social Media, Social Networking, Thought Leadership, Relationship Management, Risk Management, Service Delivery, Term Life Insurance, Education Funding..., Finance, Life Insurance, Analysis, Sales, Management, Health Insurance, Liability, Policy
Education
Northeastern University
Bachelor's Degree, Criminal Justice
Stephen F. Rutledge, FLMI, ALHC Stephen F. Rutledge, FLMI, ALHC's Sun Life Financial Experience May 2012 - May 2014
Job Associate Director at Trustmark Companies
Industry Insurance
Experience
Trustmark Companies May 2014 - Present
Sun Life Financial May 2012 - May 2014
Self April 2010 - May 2012
University of Massachusetts Medical School June 2010 - March 2011
Mass Mutual Financial Group December 2003 - October 2009
UnumProvident April 1997 - December 2003
Paul Revere Life Insurance January 1990 - April 1997
Skills
Insurance, Employee Benefits, Process Improvement, Disability Insurance, Leadership, Claims Management, Project Management, Management, Reinsurance
Education
Northeastern University
BS
Northeastern University
BS - Finance & Insurance
Trustmark Companies May 2014 - Present
Sun Life Financial May 2012 - May 2014
Self April 2010 - May 2012
University of Massachusetts Medical School June 2010 - March 2011
Mass Mutual Financial Group December 2003 - October 2009
UnumProvident April 1997 - December 2003
Paul Revere Life Insurance January 1990 - April 1997
Skills
Insurance, Employee Benefits, Process Improvement, Disability Insurance, Leadership, Claims Management, Project Management, Management, Reinsurance
Education
Northeastern University
BS
Northeastern University
BS - Finance & Insurance
Karen Harting's Sun Life Financial Experience July 2005 - October 2010
Job Operations/ParaPlanner at Fieldstone Financial
Industry Financial Services
Experience
Fieldstone Financial March 2015 - Present
Amy Smith Consulting, LLC January 2014 - December 2014
Sun Life Financial July 2005 - October 2010
Independence Investments November 2002 - June 2003
Scudder Investments July 1998 - September 2002
Fidelity Investments June 1995 - June 1998
Education
Northeastern University
Bachelor of Science (BS), Health Management
Fieldstone Financial March 2015 - Present
Amy Smith Consulting, LLC January 2014 - December 2014
Sun Life Financial July 2005 - October 2010
Independence Investments November 2002 - June 2003
Scudder Investments July 1998 - September 2002
Fidelity Investments June 1995 - June 1998
Education
Northeastern University
Bachelor of Science (BS), Health Management
Jennifer Pepin Jennifer Pepin's Sun Life Financial Experience August 2013 - Present
Job Short Term Disability Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Douglas, Knight & Associates, Inc May 2011 - August 2013
CCS September 2008 - January 2011
CCS April 2007 - September 2008
Hesser College 2007 - 2008
McIntosh College 2004 - 2007
Skills
Litigation, Arbitration, Litigation Management, Claim, Microsoft Office, Liability, Claim Investigation, Claims Management, Customer Service, Property Damage, Workers Compensation, Claims Resolution, Project Management, Insurance, Property & Casualty..., Public Speaking, Legal Writing, Employee Training, Adult Education, English grammar, Legal Research, Report Writing, Team Management, Editing, Quality Assurance, Literature, Composition, Higher Education
Education
New England School of Law
Doctor of Law (J.D.), Law
Southern New Hampshire University
Master of Education (M.Ed.), Education
Sun Life Financial August 2013 - Present
Douglas, Knight & Associates, Inc May 2011 - August 2013
CCS September 2008 - January 2011
CCS April 2007 - September 2008
Hesser College 2007 - 2008
McIntosh College 2004 - 2007
Skills
Litigation, Arbitration, Litigation Management, Claim, Microsoft Office, Liability, Claim Investigation, Claims Management, Customer Service, Property Damage, Workers Compensation, Claims Resolution, Project Management, Insurance, Property & Casualty..., Public Speaking, Legal Writing, Employee Training, Adult Education, English grammar, Legal Research, Report Writing, Team Management, Editing, Quality Assurance, Literature, Composition, Higher Education
Education
New England School of Law
Doctor of Law (J.D.), Law
Southern New Hampshire University
Master of Education (M.Ed.), Education
Girish Tewani Girish Tewani's Sun Life Financial Experience January 2007 - June 2007
Job Photographer at Girish Tewani Photography & Graphic Designer/Sales Associate at Kaktus Sportswear
Industry Photography
Experience
Shade Studio NYC 2013 - Present
Girish Tewani Photography September 2012 - Present
Kaktus Sportswear May 2010 - Present
Century 21 Department Stores October 2013 - October 2014
Sasaki Associates January 2008 - June 2008
Sun Life Financial January 2007 - June 2007
Skills
Adobe Creative Suite, Illustrator, InDesign, Graphic Design, Typography, Photography, Digital Photography, Portrait Photography, Photoshop, Adobe Acrobat, Graphics, Mac
Education
Northeastern University 2005 — 2010
BS, Graphic Design
Shade Studio NYC 2013 - Present
Girish Tewani Photography September 2012 - Present
Kaktus Sportswear May 2010 - Present
Century 21 Department Stores October 2013 - October 2014
Sasaki Associates January 2008 - June 2008
Sun Life Financial January 2007 - June 2007
Skills
Adobe Creative Suite, Illustrator, InDesign, Graphic Design, Typography, Photography, Digital Photography, Portrait Photography, Photoshop, Adobe Acrobat, Graphics, Mac
Education
Northeastern University 2005 — 2010
BS, Graphic Design
Jerry Richardson Jerry Richardson's Sun Life Financial Experience July 2013 - December 2014
Job Business Intelligence Account Manager at Oracle
Industry Financial Services
Experience
Oracle December 2014 - Present
Sun Life Financial July 2013 - December 2014
Baystate Financial August 2010 - December 2013
Baystate Financial December 2008 - August 2010
Skills
Disability Insurance, Life Insurance, Annuity Sales, Investment Strategies, Estate Planning, Retirement, Wealth Management, Retirement Planning, Investments, Insurance, Sales, Employee Benefits, Mutual Funds, 401k
Education
Nichols College 2007 — 2008
Bachelor in Finance, Finance, General
Oracle December 2014 - Present
Sun Life Financial July 2013 - December 2014
Baystate Financial August 2010 - December 2013
Baystate Financial December 2008 - August 2010
Skills
Disability Insurance, Life Insurance, Annuity Sales, Investment Strategies, Estate Planning, Retirement, Wealth Management, Retirement Planning, Investments, Insurance, Sales, Employee Benefits, Mutual Funds, 401k
Education
Nichols College 2007 — 2008
Bachelor in Finance, Finance, General
Suzanne Torri Suzanne Torri's Sun Life Financial Experience February 2001 - February 2009
Job Senior Administrative Assistant at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston June 2012 - Present
United States Coast Guard Auxiliary July 1993 - Present
DST Retirement Solutions June 2010 - June 2012
Sun Life Financial February 2001 - February 2009
Eastern Sales and Marketing February 1998 - January 2001
Corporate Software and Technology June 1995 - January 1998
Kyocera 1992 - 1995
Skills
Lotus Notes, Administrative Support, Former Lotus Notes..., Administrative..., Outlook, Project Planning, Budgets, Management, Project Management, Event Management, Sales, Time Management, Administrative...
Education
Newbury College 1982 — 1984
Paralegal Studies
Federal Reserve Bank of Boston June 2012 - Present
United States Coast Guard Auxiliary July 1993 - Present
DST Retirement Solutions June 2010 - June 2012
Sun Life Financial February 2001 - February 2009
Eastern Sales and Marketing February 1998 - January 2001
Corporate Software and Technology June 1995 - January 1998
Kyocera 1992 - 1995
Skills
Lotus Notes, Administrative Support, Former Lotus Notes..., Administrative..., Outlook, Project Planning, Budgets, Management, Project Management, Event Management, Sales, Time Management, Administrative...
Education
Newbury College 1982 — 1984
Paralegal Studies
Scott Walrod Scott Walrod's Sun Life Financial Experience September 2013 - June 2014
Job Regional Service Manager at Guardian Life
Industry Financial Services
Experience
Guardian Life June 2014 - Present
Sun Life Financial September 2013 - June 2014
Sun Life Financial October 2012 - June 2014
The Hartford January 2008 - October 2012
The Hartford January 2007 - December 2009
The Hartford November 1999 - December 2003
The Hartford May 1994 - October 1999
Skills
Employee Benefits, Disability Insurance, Disability Management, Disabilities, FMLA, Management, Long-Term Disability, Disability Claims..., Disability Benefits, Group Insurance, Self-insured, Leadership, Strategy, Insurance, Life Insurance
Education
Nazareth College of Rochester 1985 — 1986
Accounting
Guardian Life June 2014 - Present
Sun Life Financial September 2013 - June 2014
Sun Life Financial October 2012 - June 2014
The Hartford January 2008 - October 2012
The Hartford January 2007 - December 2009
The Hartford November 1999 - December 2003
The Hartford May 1994 - October 1999
Skills
Employee Benefits, Disability Insurance, Disability Management, Disabilities, FMLA, Management, Long-Term Disability, Disability Claims..., Disability Benefits, Group Insurance, Self-insured, Leadership, Strategy, Insurance, Life Insurance
Education
Nazareth College of Rochester 1985 — 1986
Accounting
John L. Peruzzi, CPA John L. Peruzzi, CPA's Sun Life Financial Experience December 2004 - January 2006
Job Controller at Aldeyra Therapeutics
Industry Accounting
Experience
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Albert Tischler Albert Tischler's Sun Life Financial Experience December 1996 - April 2000
Job Part of a Great management team fighting fraud.
Industry Banking
Experience
Citizens Bank March 2014 - Present
Albert Tischler Consultants Inc. December 2010 - Present
NTN Buzztime December 2009 - Present
RBS Citizens Financial Group July 2013 - February 2014
RBS Citizens Financial Group January 2013 - July 2013
Sovereign Bank April 2000 - August 2010
Sun Life Financial December 1996 - April 2000
Brown Brothers Harriman September 1992 - December 1996
Skills
Employee Engagement, Leadership Development, Performance Management, Training, Instructional Design, Retail Banking, Investments, Software Implementation, Commercial Banking, Organizational Learning, Public Speaking, Trivia, Coaching, Employee Training, Training Delivery, Workshop Facilitation
Education
New England College of Business and Finance 2003 — 2004
Banking Certification, Banking and Accounting
Northeastern University 1996 — 1998
Business
University of Dayton 1988 — 1990
Communications
Citizens Bank March 2014 - Present
Albert Tischler Consultants Inc. December 2010 - Present
NTN Buzztime December 2009 - Present
RBS Citizens Financial Group July 2013 - February 2014
RBS Citizens Financial Group January 2013 - July 2013
Sovereign Bank April 2000 - August 2010
Sun Life Financial December 1996 - April 2000
Brown Brothers Harriman September 1992 - December 1996
Skills
Employee Engagement, Leadership Development, Performance Management, Training, Instructional Design, Retail Banking, Investments, Software Implementation, Commercial Banking, Organizational Learning, Public Speaking, Trivia, Coaching, Employee Training, Training Delivery, Workshop Facilitation
Education
New England College of Business and Finance 2003 — 2004
Banking Certification, Banking and Accounting
Northeastern University 1996 — 1998
Business
University of Dayton 1988 — 1990
Communications
Robert Grillo Robert Grillo's Sun Life Financial Experience 1996 - 2012
Job Application Developer Analysts
Industry Information Technology and Services
Experience
Sun Life Financial 1996 - 2012
Ocean Spray Cranberries 1982 - 1996
Education
Boston University, Corporate Education Center
Northeastern University
BSBA
Sun Life Financial 1996 - 2012
Ocean Spray Cranberries 1982 - 1996
Education
Boston University, Corporate Education Center
Northeastern University
BSBA
Alexandra Carmeli Alexandra Carmeli's Sun Life Financial Experience July 2014 - December 2014
Job Linguistics & Psychology Dual Major at Northeastern University
Industry Insurance
Experience
Town Sports International September 2013 - Present
Sun Life Financial July 2014 - December 2014
Northeastern University September 2013 - December 2013
University of Haifa July 2013 - August 2013
Northeastern University September 2012 - May 2013
JCC MetroWest December 2012 - January 2013
AABJ&D September 2009 - August 2012
Skills
Research, Customer Service, Microsoft Office, Interviews, Psychology, Public Speaking, Microsoft Excel, Analysis, Wiki Markup, Wikispaces, JIRA, Kronos, Constant Contact, Team Building, SharePoint, SnagIt
Education
Northeastern University 2012 — 2017
Linguistics and Psychology
Rae Kushner Yeshiva High School (RKYHS) 2008 — 2012
High School Diploma
Town Sports International September 2013 - Present
Sun Life Financial July 2014 - December 2014
Northeastern University September 2013 - December 2013
University of Haifa July 2013 - August 2013
Northeastern University September 2012 - May 2013
JCC MetroWest December 2012 - January 2013
AABJ&D September 2009 - August 2012
Skills
Research, Customer Service, Microsoft Office, Interviews, Psychology, Public Speaking, Microsoft Excel, Analysis, Wiki Markup, Wikispaces, JIRA, Kronos, Constant Contact, Team Building, SharePoint, SnagIt
Education
Northeastern University 2012 — 2017
Linguistics and Psychology
Rae Kushner Yeshiva High School (RKYHS) 2008 — 2012
High School Diploma
Adrienne Harvey's Sun Life Financial Experience January 2002 - June 2002
Job Software Engineer II at EMC
Industry Information Technology and Services
Experience
EMC January 2012 - Present
EMC July 2005 - January 2012
Microsoft January 2004 - June 2004
Praecis Pharmaceuticals January 2003 - June 2003
Sun Life Financial January 2002 - June 2002
Skills
EMC VPLEX, EMC Storage, SAN, Software Documentation, VMware, Fibre Channel, SCSI, iSCSI, Systems Analysis, Disaster Recovery, Support Analysts, Virtualization, Cloud Computing, Troubleshooting, Research, Business Analyst, Data Analyst
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration, Management Information Systems
EMC January 2012 - Present
EMC July 2005 - January 2012
Microsoft January 2004 - June 2004
Praecis Pharmaceuticals January 2003 - June 2003
Sun Life Financial January 2002 - June 2002
Skills
EMC VPLEX, EMC Storage, SAN, Software Documentation, VMware, Fibre Channel, SCSI, iSCSI, Systems Analysis, Disaster Recovery, Support Analysts, Virtualization, Cloud Computing, Troubleshooting, Research, Business Analyst, Data Analyst
Education
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration, Management Information Systems
Jason Vair Jason Vair's Sun Life Financial Experience 2014 - 2015
Job Manager, Facilitation, Learning and Development at TD
Industry Insurance
Experience
TD 2015 - Present
Sun Life Financial 2014 - 2015
Foresters 2013 - 2014
Foresters 2012 - 2013
Manulife Financial 2011 - 2011
Aviva Canada 2009 - 2010
Qualicom Innovations 2007 - 2009
Manulife Financial 1997 - 2007
Skills
Requirements Gathering, Business Analysis, SDLC, Business Requirements, Requirements Analysis, Vendor Management, Visio, Business Process..., PMO, Business Process, Analysis, User Acceptance Testing, Systems Analysis, Project Portfolio..., SharePoint, Risk Management
Education
Nipissing University
B Ed
University of Windsor
B.A.
TD 2015 - Present
Sun Life Financial 2014 - 2015
Foresters 2013 - 2014
Foresters 2012 - 2013
Manulife Financial 2011 - 2011
Aviva Canada 2009 - 2010
Qualicom Innovations 2007 - 2009
Manulife Financial 1997 - 2007
Skills
Requirements Gathering, Business Analysis, SDLC, Business Requirements, Requirements Analysis, Vendor Management, Visio, Business Process..., PMO, Business Process, Analysis, User Acceptance Testing, Systems Analysis, Project Portfolio..., SharePoint, Risk Management
Education
Nipissing University
B Ed
University of Windsor
B.A.
Nathan Keegan's Sun Life Financial Experience June 2002 - April 2005
Job Supervisor of Patient Transport & Customer Service
Industry Hospital & Health Care
Experience
Massachusetts General Hospital August 2014 - Present
Partners HealthCare October 2013 - August 2014
Partners HealthCare March 2012 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. April 2011 - March 2012
NCS-Xerox December 2009 - April 2011
Sun Life Financial Distributors October 2006 - March 2009
Sun Life Financial Distributors April 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Skills
Microsoft Office, SaaS, New Business Development, Salesforce.com, Negotiation, Leadership, Sales, Strategic Planning, Management, Marketing, CRM, Business Development, Sales Operations, B2B, Contract Negotiation, Sales Management, Market Research, Purchasing, Customer Service, Competitive Analysis, Healthcare, Solution Selling, Account Management, Cold Calling, Direct Sales, Customer Retention, Time Management, Process Improvement
Education
University of Massachusetts Lowell 2014 — 2017
Master's degree, Health Informatics & Management
Nichols College 1998 — 2002
Bachelor of Science, Business Administration
Massachusetts General Hospital August 2014 - Present
Partners HealthCare October 2013 - August 2014
Partners HealthCare March 2012 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. April 2011 - March 2012
NCS-Xerox December 2009 - April 2011
Sun Life Financial Distributors October 2006 - March 2009
Sun Life Financial Distributors April 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Skills
Microsoft Office, SaaS, New Business Development, Salesforce.com, Negotiation, Leadership, Sales, Strategic Planning, Management, Marketing, CRM, Business Development, Sales Operations, B2B, Contract Negotiation, Sales Management, Market Research, Purchasing, Customer Service, Competitive Analysis, Healthcare, Solution Selling, Account Management, Cold Calling, Direct Sales, Customer Retention, Time Management, Process Improvement
Education
University of Massachusetts Lowell 2014 — 2017
Master's degree, Health Informatics & Management
Nichols College 1998 — 2002
Bachelor of Science, Business Administration
Kristin Edgett Kristin Edgett's Sun Life Financial Experience May 2008 - November 2009
Job Client Manager at UNUM
Industry Insurance
Experience
Unum November 2014 - Present
MetLife November 2009 - November 2014
Sun Life Financial May 2008 - November 2009
Sun Life Financial July 2006 - May 2008
Sun Life Financial June 2004 - July 2006
Skills
Disability Insurance, Employee Benefits, Voluntary Employee..., Life Insurance, Dental Insurance, Relationship Management, 401k, Term Life Insurance, Health Insurance, Underwriting, Insurance, Health Savings Accounts, Group Insurance
Education
Nichols College
Bachelor of Science (B.S.), Business Administration and Management, General
East Longmeadow High School
Unum November 2014 - Present
MetLife November 2009 - November 2014
Sun Life Financial May 2008 - November 2009
Sun Life Financial July 2006 - May 2008
Sun Life Financial June 2004 - July 2006
Skills
Disability Insurance, Employee Benefits, Voluntary Employee..., Life Insurance, Dental Insurance, Relationship Management, 401k, Term Life Insurance, Health Insurance, Underwriting, Insurance, Health Savings Accounts, Group Insurance
Education
Nichols College
Bachelor of Science (B.S.), Business Administration and Management, General
East Longmeadow High School
Forum Parikh, PMP Forum Parikh, PMP's Sun Life Financial Experience July 2014 - Present
Job Sr. Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
ConnectEDU June 2013 - June 2014
Citi September 2010 - June 2013
Fortis Hospitals July 2007 - November 2007
Skills
Financial Analysis, Project Management, Process Improvement, Data Analysis, SQL, Tableau, Requirements Gathering, Business Analysis, SDLC, SharePoint, Integration, User Acceptance Testing, Requirements Analysis, PMP, Quality Assurance, Test Management, Consulting, Technical Writing, Visio, Access, MS Project, Software Project..., Agile Methodologies, Business Process, Business Intelligence, Project Delivery, Cognos, FDA, Statistical Data...
Education
New Jersey Institute of Technology 2008 — 2010
Master of Science (M.S.), Engineering, 3.93/4.00
University of Mumbai 2004 — 2008
Bachelor of Engineering (B.E.), Biomedical Engineering
Sun Life Financial July 2014 - Present
ConnectEDU June 2013 - June 2014
Citi September 2010 - June 2013
Fortis Hospitals July 2007 - November 2007
Skills
Financial Analysis, Project Management, Process Improvement, Data Analysis, SQL, Tableau, Requirements Gathering, Business Analysis, SDLC, SharePoint, Integration, User Acceptance Testing, Requirements Analysis, PMP, Quality Assurance, Test Management, Consulting, Technical Writing, Visio, Access, MS Project, Software Project..., Agile Methodologies, Business Process, Business Intelligence, Project Delivery, Cognos, FDA, Statistical Data...
Education
New Jersey Institute of Technology 2008 — 2010
Master of Science (M.S.), Engineering, 3.93/4.00
University of Mumbai 2004 — 2008
Bachelor of Engineering (B.E.), Biomedical Engineering
Melissa Hatch's Sun Life Financial Experience April 2012 - August 2012
Job Benefits Specialist at United Natural Foods
Industry Food & Beverages
Experience
United Natural Foods June 2015 - Present
United Natural Foods May 2013 - June 2015
Unum August 2012 - April 2013
Sun Life Financial April 2012 - August 2012
United Natural Foods December 2010 - March 2012
Benefit Concepts March 2008 - December 2010
Skills
Employee Benefits, Human Resources, Insurance, Administration, Data Entry, Disability Insurance, COBRA, Open Enrollment, HRIS, Payroll, Benefits Administration, HR Policies, Succession Planning
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
New Hampshire Technical Institute 2003 — 2007
Associate of Science (AS), Human Services, General
United Natural Foods June 2015 - Present
United Natural Foods May 2013 - June 2015
Unum August 2012 - April 2013
Sun Life Financial April 2012 - August 2012
United Natural Foods December 2010 - March 2012
Benefit Concepts March 2008 - December 2010
Skills
Employee Benefits, Human Resources, Insurance, Administration, Data Entry, Disability Insurance, COBRA, Open Enrollment, HRIS, Payroll, Benefits Administration, HR Policies, Succession Planning
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
New Hampshire Technical Institute 2003 — 2007
Associate of Science (AS), Human Services, General
Audrey Evans's Sun Life Financial Experience October 1999 - June 2012
Job Administrative Specialist at Northeastern University
Industry Legal Services
Experience
Northeastern University February 2013 - Present
Sun Life Financial October 1999 - June 2012
Beehive Restaurant May 2007 - April 2012
KRATTENMAKER, O’CONNOR & INGBER P.C. 1987 - October 1999
DEUTCH, WILLIAMS, BROOKS, DERENSIS, HOLLAND, P.C. 1986 - 1987
Skills
Insurance, Customer Service, Excel, Word, Lotus Notes, Fundraising, Administrative Support, Microsoft Office, Customer Relations, Eye for Details, Confidentiality, Social Networking, Motivated self-starter, Go to Person, Fast Learner, Microsoft Excel, Administrative..., Financial Services, Legal Research, Securities, Microsoft Word, Training, Legal Writing, Office Management
Education
Northeastern University 2003 — 2004
Paralegal certificate, Paralegal
Northeastern University February 2013 - Present
Sun Life Financial October 1999 - June 2012
Beehive Restaurant May 2007 - April 2012
KRATTENMAKER, O’CONNOR & INGBER P.C. 1987 - October 1999
DEUTCH, WILLIAMS, BROOKS, DERENSIS, HOLLAND, P.C. 1986 - 1987
Skills
Insurance, Customer Service, Excel, Word, Lotus Notes, Fundraising, Administrative Support, Microsoft Office, Customer Relations, Eye for Details, Confidentiality, Social Networking, Motivated self-starter, Go to Person, Fast Learner, Microsoft Excel, Administrative..., Financial Services, Legal Research, Securities, Microsoft Word, Training, Legal Writing, Office Management
Education
Northeastern University 2003 — 2004
Paralegal certificate, Paralegal
Barbara Fischer Barbara Fischer's Sun Life Financial Experience January 1985 - August 2005
Job Owner, 5 Star Sweets
Industry Food & Beverages
Experience
5 Star Sweets 2011 - Present
AXA Equitable September 2009 - September 2011
Sun Life Financial January 1985 - August 2005
Education
Northeastern University 1998 — 2001
Human Resources
5 Star Sweets 2011 - Present
AXA Equitable September 2009 - September 2011
Sun Life Financial January 1985 - August 2005
Education
Northeastern University 1998 — 2001
Human Resources
Randi Sterrn Randi Sterrn's Sun Life Financial Experience 2006 - 2009
Job AVP & Actuary Global Actuarial Audit Services at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services July 2010 - May 2013
Sun Life Financial 2006 - 2009
Sun Life Financial 2003 - 2006
Sun Life Financial 2000 - 2003
John Hancock Life Insurance Company 1998 - 2000
John Hancock Life Insurance Company (U.S.A.) 1983 - 2000
Education
New York University 1976 — 1980
BA, Mathematics
John Hancock Financial Services July 2010 - May 2013
Sun Life Financial 2006 - 2009
Sun Life Financial 2003 - 2006
Sun Life Financial 2000 - 2003
John Hancock Life Insurance Company 1998 - 2000
John Hancock Life Insurance Company (U.S.A.) 1983 - 2000
Education
New York University 1976 — 1980
BA, Mathematics
Alexi Maravel Alexi Maravel's Sun Life Financial Experience December 2009 - July 2012
Job Associate Director, Institutional Practice at Cerulli Associates
Industry Research
Experience
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Erica Lerner's Sun Life Financial Experience January 2014 - August 2014
Job Senior at Northeastern University
Industry E-Learning
Experience
The Boston Consulting Group January 2015 - July 2015
Sun Life Financial January 2014 - August 2014
Planet Fitness April 2011 - August 2013
Education
Northeastern University 2012 — 2015
Candidate for BS in Psychology, Minor in Business Administration, 3.86 GPA
Quinnipiac University 2011 — 2012
School of Business, 3.61 GPA
Hopkinton High School 2007 — 2011
High School Diploma
The Boston Consulting Group January 2015 - July 2015
Sun Life Financial January 2014 - August 2014
Planet Fitness April 2011 - August 2013
Education
Northeastern University 2012 — 2015
Candidate for BS in Psychology, Minor in Business Administration, 3.86 GPA
Quinnipiac University 2011 — 2012
School of Business, 3.61 GPA
Hopkinton High School 2007 — 2011
High School Diploma
Brenda Canning, ACS, ALMI's Sun Life Financial Experience September 2015 - Present
Job at
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Sun Life Financial January 2014 - September 2015
Symetra August 2012 - December 2013
Symetra March 2012 - July 2012
Sun Life Financial September 2011 - March 2012
Sun Life Financial September 2006 - September 2011
Blue Cross Blue Shield of Massachusetts January 2001 - July 2006
Tufts Health Plan January 1997 - January 1999
Skills
Process Improvement, Insurance, Quality Assurance, Customer Service, Training, Analysis, Policy, New Business Development, Vendor Management, Claim, Business Analysis, Compliance, Problem Solving, Staff Mentoring, Term Life Insurance, Team Building, SharePoint, Mentoring
Education
Newbury College 2000 — 2005
Bachelor's, Legal
Sun Life Financial September 2015 - Present
Sun Life Financial January 2014 - September 2015
Symetra August 2012 - December 2013
Symetra March 2012 - July 2012
Sun Life Financial September 2011 - March 2012
Sun Life Financial September 2006 - September 2011
Blue Cross Blue Shield of Massachusetts January 2001 - July 2006
Tufts Health Plan January 1997 - January 1999
Skills
Process Improvement, Insurance, Quality Assurance, Customer Service, Training, Analysis, Policy, New Business Development, Vendor Management, Claim, Business Analysis, Compliance, Problem Solving, Staff Mentoring, Term Life Insurance, Team Building, SharePoint, Mentoring
Education
Newbury College 2000 — 2005
Bachelor's, Legal
Benjamin Mahler Benjamin Mahler's Sun Life Financial Experience May 2013 - December 2013
Job Seeking new opportunities
Industry Pharmaceuticals
Experience
Currently Unemployed March 2014 - Present
TJX December 2013 - March 2014
Sun Life Financial May 2013 - December 2013
EMC March 2012 - December 2012
CVS Caremark Corporation July 2007 - February 2012
Rite Aid January 2005 - June 2007
Stanley Tools February 2004 - January 2005
Staples January 2001 - January 2004
Skills
Microsoft Excel, PeopleSoft, Hyperion Planning, Essbase, Oracle Financials, Brio, Oracle E-Business Suite, Microsoft Office, Forecasting, Variance Analysis, Financial Analysis, SAP, Financial Modeling, Finance
Education
Whitinsville Christian Academy 1987 — 2004
Nichols College 1995 — 1999
Bachelors of Science and Business Administration, Finance
Currently Unemployed March 2014 - Present
TJX December 2013 - March 2014
Sun Life Financial May 2013 - December 2013
EMC March 2012 - December 2012
CVS Caremark Corporation July 2007 - February 2012
Rite Aid January 2005 - June 2007
Stanley Tools February 2004 - January 2005
Staples January 2001 - January 2004
Skills
Microsoft Excel, PeopleSoft, Hyperion Planning, Essbase, Oracle Financials, Brio, Oracle E-Business Suite, Microsoft Office, Forecasting, Variance Analysis, Financial Analysis, SAP, Financial Modeling, Finance
Education
Whitinsville Christian Academy 1987 — 2004
Nichols College 1995 — 1999
Bachelors of Science and Business Administration, Finance
Michael Busby Michael Busby's Sun Life Financial Experience June 2014 - Present
Job Stop Loss Underwriter
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Blue Cross Blue Shield of Massachusetts July 2013 - June 2014
Cismontane Brewing Company June 2012 - August 2012
Awaken Interactive May 2011 - August 2012
Dick's Sporting Goods July 2009 - August 2009
Chick's Sporting Goods July 2007 - July 2009
Skills
Social Media, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Advertising, Teamwork, Customer Service, Marketing Communications, Research, Public Speaking, Marketing, Social Networking, Marketing Strategy, Market Research, Digital Marketing
Education
Nichols College 2009 — 2013
Bachelor's degree (BSBA), Business Management/Minor in Maketing
Sun Life Financial June 2014 - Present
Blue Cross Blue Shield of Massachusetts July 2013 - June 2014
Cismontane Brewing Company June 2012 - August 2012
Awaken Interactive May 2011 - August 2012
Dick's Sporting Goods July 2009 - August 2009
Chick's Sporting Goods July 2007 - July 2009
Skills
Social Media, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Advertising, Teamwork, Customer Service, Marketing Communications, Research, Public Speaking, Marketing, Social Networking, Marketing Strategy, Market Research, Digital Marketing
Education
Nichols College 2009 — 2013
Bachelor's degree (BSBA), Business Management/Minor in Maketing
Carolyn MacDonald Carolyn MacDonald's Sun Life Financial Experience November 2000 - May 2004
Job Senior Account Executive, Manulife Financial
Industry Financial Services
Experience
Manulife Financial April 2012 - Present
Manulife Financial May 2004 - April 2012
Sun Life Financial November 2000 - May 2004
Skills
Relationship Management, Account Management, Insurance, Mutual Funds, Financial Services, Disability Insurance, Wealth Management, Life Insurance, Salesforce.com, Sales, New Business Development, Investments, Sales Management, Retirement, Banking, CRM, Retirement Planning, Underwriting, Fixed Annuities, Business Development, Portfolio Management, Pensions, Employee Benefits
Education
Niagara College
The University of Western Ontario
Manulife Financial April 2012 - Present
Manulife Financial May 2004 - April 2012
Sun Life Financial November 2000 - May 2004
Skills
Relationship Management, Account Management, Insurance, Mutual Funds, Financial Services, Disability Insurance, Wealth Management, Life Insurance, Salesforce.com, Sales, New Business Development, Investments, Sales Management, Retirement, Banking, CRM, Retirement Planning, Underwriting, Fixed Annuities, Business Development, Portfolio Management, Pensions, Employee Benefits
Education
Niagara College
The University of Western Ontario
Carrie Benoit Carrie Benoit's Sun Life Financial Experience 2006 - December 2011
Job AVP, New Business Operations at Symetra
Industry Insurance
Experience
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Carol Whaley Carol Whaley's Sun Life Financial Experience March 2010 - May 2011
Job Chief Operating Officer at AXIS Accident and Health
Industry Insurance
Experience
AXIS Accident and Health July 2013 - Present
AIG Benefit Solutions September 2011 - June 2013
Sun Life Financial March 2010 - May 2011
Sun Life Financial October 2004 - March 2010
Federal Home Loan Bank of Boston 1988 - 2004
KPMG Peat Marwick June 1981 - May 1988
Skills
Strategic Planning, Mergers, Insurance, Financial Reporting, Executive Management, Employee Benefits, Enterprise Risk..., SOX, Risk Management, Financial Planning, Internal Controls, Financial Analysis, Financial Management, Business Process..., Financial Modeling, Accounting, Process Engineering, Internal Audit, Budgeting, GAAP, Business Strategy, Business Planning, Banking, Change Management, Team Building, Due Diligence, Sarbanes-Oxley Act, Strategic Financial..., Mergers & Acquisitions, Underwriting, Life Insurance, Leadership, Strategy, Finance, Financial Services, Analysis, Management Consulting, Management, Auditing, Process Improvement, Valuation, Financial Risk, Competitive Analysis, Investments, IFRS, Portfolio Management, Corporate Finance, Budgets
Education
Nichols College 1977 — 1981
BSBA, Accounting and MIS
AXIS Accident and Health July 2013 - Present
AIG Benefit Solutions September 2011 - June 2013
Sun Life Financial March 2010 - May 2011
Sun Life Financial October 2004 - March 2010
Federal Home Loan Bank of Boston 1988 - 2004
KPMG Peat Marwick June 1981 - May 1988
Skills
Strategic Planning, Mergers, Insurance, Financial Reporting, Executive Management, Employee Benefits, Enterprise Risk..., SOX, Risk Management, Financial Planning, Internal Controls, Financial Analysis, Financial Management, Business Process..., Financial Modeling, Accounting, Process Engineering, Internal Audit, Budgeting, GAAP, Business Strategy, Business Planning, Banking, Change Management, Team Building, Due Diligence, Sarbanes-Oxley Act, Strategic Financial..., Mergers & Acquisitions, Underwriting, Life Insurance, Leadership, Strategy, Finance, Financial Services, Analysis, Management Consulting, Management, Auditing, Process Improvement, Valuation, Financial Risk, Competitive Analysis, Investments, IFRS, Portfolio Management, Corporate Finance, Budgets
Education
Nichols College 1977 — 1981
BSBA, Accounting and MIS
Aditi Jain's Sun Life Financial Experience February 2006 - February 2007
Job Senior Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche May 2010 - Present
Dow Jones February 2010 - May 2010
Riskdata Inc February 2007 - February 2010
Sun Life Financial February 2006 - February 2007
Credit Suisse February 2002 - January 2006
Skills
Risk Management, Financial Modeling, Market Risk, Credit Risk, Credit, Business Analysis, Enterprise Risk..., Capital Markets, Basel II, Banking, Investment Banking, Financial Services, Equities, Derivatives, Finance, Securities, Analytics
Education
Thapar Engineering College
Bachelors, Computer Science
New Jersey Institute of Technology
Masters, Computer Information Science
Deloitte & Touche May 2010 - Present
Dow Jones February 2010 - May 2010
Riskdata Inc February 2007 - February 2010
Sun Life Financial February 2006 - February 2007
Credit Suisse February 2002 - January 2006
Skills
Risk Management, Financial Modeling, Market Risk, Credit Risk, Credit, Business Analysis, Enterprise Risk..., Capital Markets, Basel II, Banking, Investment Banking, Financial Services, Equities, Derivatives, Finance, Securities, Analytics
Education
Thapar Engineering College
Bachelors, Computer Science
New Jersey Institute of Technology
Masters, Computer Information Science
Larry Waldron Larry Waldron's Sun Life Financial Experience January 2009 - October 2010
Job Regional Account Executive at EVO Canada
Industry Financial Services
Experience
EVO Canada October 2010 - Present
Sun Life Financial January 2009 - October 2010
Fit for Life February 2007 - November 2007
Investors Group Financial Services Inc. August 2004 - February 2007
Dairy Queen Canada Inc November 1978 - November 2003
Education
Nipissing University 1977 — 1978
BEd, Elementary Education
University of Waterloo 1973 — 1976
BSc, Biology
EVO Canada October 2010 - Present
Sun Life Financial January 2009 - October 2010
Fit for Life February 2007 - November 2007
Investors Group Financial Services Inc. August 2004 - February 2007
Dairy Queen Canada Inc November 1978 - November 2003
Education
Nipissing University 1977 — 1978
BEd, Elementary Education
University of Waterloo 1973 — 1976
BSc, Biology
Teresa Howat's Sun Life Financial Experience 1997 - 2001
Job Accountant at Funky Chunky, LLC
Industry Accounting
Experience
Lancer Hospitality July 2013 - September 2014
NuSource Financial Inc. 2002 - 2013
Sun Life Financial 1997 - 2001
CIGNA Healthcare 1996 - 1997
J.Felknor Assoc. Insurance Agency 1995 - 1996
Manulife Financial 1985 - 1994
Skills
Great Plains Software, QuickBooks, Accounting, Account Reconciliation, Microsoft Office, Accounts Receivable, Financial Statements, General Ledger, Accounts Payable, Financial Reporting, Sales Tax, Payroll, Fixed Assets, Variance Analysis, Journal Entries, Accruals, Revenue Recognition, Year-end Close, Bank Reconciliation, Monthly Close, Depreciation, Balance, Monthly Closing, Fixed Asset Management, Year End Accounts, Balance Sheet
Education
Newbury College 1998 — 2000
DEGREE; Associate Degree, Accounting, 3.67 GPA
Lancer Hospitality July 2013 - September 2014
NuSource Financial Inc. 2002 - 2013
Sun Life Financial 1997 - 2001
CIGNA Healthcare 1996 - 1997
J.Felknor Assoc. Insurance Agency 1995 - 1996
Manulife Financial 1985 - 1994
Skills
Great Plains Software, QuickBooks, Accounting, Account Reconciliation, Microsoft Office, Accounts Receivable, Financial Statements, General Ledger, Accounts Payable, Financial Reporting, Sales Tax, Payroll, Fixed Assets, Variance Analysis, Journal Entries, Accruals, Revenue Recognition, Year-end Close, Bank Reconciliation, Monthly Close, Depreciation, Balance, Monthly Closing, Fixed Asset Management, Year End Accounts, Balance Sheet
Education
Newbury College 1998 — 2000
DEGREE; Associate Degree, Accounting, 3.67 GPA
Kimberley Nason Kimberley Nason's Sun Life Financial Experience April 2013 - Present
Job Director of Employee Benefits Underwriting & Medical Underwriting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial August 2005 - April 2013
Standard Insurance Company April 2004 - August 2005
Liberty Mutual Insurance April 1992 - April 2004
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Life Insurance, Group Insurance, Management, National Accounts, Risk Management, Leadership, Integrity, Manage Client...
Education
Southern New Hampshire University
MBA, Business
New England College
BS, Accounting
Sun Life Financial April 2013 - Present
Sun Life Financial August 2005 - April 2013
Standard Insurance Company April 2004 - August 2005
Liberty Mutual Insurance April 1992 - April 2004
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Life Insurance, Group Insurance, Management, National Accounts, Risk Management, Leadership, Integrity, Manage Client...
Education
Southern New Hampshire University
MBA, Business
New England College
BS, Accounting
Chris Salvadore's Sun Life Financial Experience March 2012 - August 2013
Job Director of Corporate Accounts at GRN Coastal
Industry Staffing and Recruiting
Experience
GRN Coastal (Global Recruiters Coastal) August 2014 - Present
Sun Life Financial March 2012 - August 2013
Skills
Executive Search, Talent Acquisition, Account Management, Sales Operations, Human Resources, Marketing, Event Planning, Event Management, Customer Service, Coordinating Events, Microsoft Office, Recruiting, Business Development, Business Planning, Department Budgeting, Technical Support, Event Producing, Schedule Control, Data Analysis, Video Production, Audio Visual Design, Audio Conferencing, Photoshop, Negotiation, Employee Training, Microsoft Excel, Adobe Creative Suite, Web Hosting, Lotus Notes, Entrepreneurship, Applicant Tracking..., Exceptional customer..., Passion to Succeed, Professional attitude..., Business/Corporate/Marke..., Process..., Polycom and Cisco video..., Detail-Oriented, Excellent time..., Resourcefulness, event setup, Flexibility, audio/visual tech, Excellent team player, Works well under..., Professional..., Microsoft Word, Management, Time Management, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration and Management
GRN Coastal (Global Recruiters Coastal) August 2014 - Present
Sun Life Financial March 2012 - August 2013
Skills
Executive Search, Talent Acquisition, Account Management, Sales Operations, Human Resources, Marketing, Event Planning, Event Management, Customer Service, Coordinating Events, Microsoft Office, Recruiting, Business Development, Business Planning, Department Budgeting, Technical Support, Event Producing, Schedule Control, Data Analysis, Video Production, Audio Visual Design, Audio Conferencing, Photoshop, Negotiation, Employee Training, Microsoft Excel, Adobe Creative Suite, Web Hosting, Lotus Notes, Entrepreneurship, Applicant Tracking..., Exceptional customer..., Passion to Succeed, Professional attitude..., Business/Corporate/Marke..., Process..., Polycom and Cisco video..., Detail-Oriented, Excellent time..., Resourcefulness, event setup, Flexibility, audio/visual tech, Excellent team player, Works well under..., Professional..., Microsoft Word, Management, Time Management, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration and Management
Brad Marsh Brad Marsh's Sun Life Financial Experience May 2012 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2012 - Present
Willis November 2011 - May 2012
Advantage Benefit Service April 2008 - October 2011
New York Life Insurance Company 2001 - 2004
State Farm Insurance 1998 - 2001
Lone Star Tour, Hooters Tour, Tight Lies Tour 1996 - 1998
Skills
Employee Benefits, Health Insurance, Finance, Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Life Insurance, 401k, Risk Management, Team Building, Leadership, New Business Development, Retirement, Financial Analysis, Account Management, HR Consulting, Strategic Planning, Brokers, Term Life Insurance, Underwriting, COBRA, Claim, Dentistry, Reinsurance, Critical Illness, Health Care Reform, Workers Compensation
Education
New Mexico State University 1991 — 1996
BBA, Finance
Katy High
Sun Life Financial May 2012 - Present
Willis November 2011 - May 2012
Advantage Benefit Service April 2008 - October 2011
New York Life Insurance Company 2001 - 2004
State Farm Insurance 1998 - 2001
Lone Star Tour, Hooters Tour, Tight Lies Tour 1996 - 1998
Skills
Employee Benefits, Health Insurance, Finance, Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Life Insurance, 401k, Risk Management, Team Building, Leadership, New Business Development, Retirement, Financial Analysis, Account Management, HR Consulting, Strategic Planning, Brokers, Term Life Insurance, Underwriting, COBRA, Claim, Dentistry, Reinsurance, Critical Illness, Health Care Reform, Workers Compensation
Education
New Mexico State University 1991 — 1996
BBA, Finance
Katy High
Sergey Ukhanov Sergey Ukhanov's Sun Life Financial Experience April 2012 - Present
Job Application Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2012 - Present
Research In Motion Ltd September 2002 - June 2011
Slangsoft Ltd. February 2001 - August 2002
Skills
Java, Perl, JavaScript, C++, UML, Agile Methodologies, Databases, AJAX, Software Engineering, Oracle, SQL, Software Development, Design Patterns, Apache, Programming, .NET, PHP, XML, Microsoft SQL Server, webMethods, ESB, WebLogic, Struts, EJB, SOAP, Web Services
Education
New York Institute of Technology 2007 — 2011
Bachelor of Computer Science (B.C.Sc.), Internet Technology
Sun Life Financial April 2012 - Present
Research In Motion Ltd September 2002 - June 2011
Slangsoft Ltd. February 2001 - August 2002
Skills
Java, Perl, JavaScript, C++, UML, Agile Methodologies, Databases, AJAX, Software Engineering, Oracle, SQL, Software Development, Design Patterns, Apache, Programming, .NET, PHP, XML, Microsoft SQL Server, webMethods, ESB, WebLogic, Struts, EJB, SOAP, Web Services
Education
New York Institute of Technology 2007 — 2011
Bachelor of Computer Science (B.C.Sc.), Internet Technology
Grahame Turner's Sun Life Financial Experience January 2007 - December 2008
Job Training and Development Specialist for Paint Nite
Industry Writing and Editing
Experience
Paint Nite January 2015 - Present
Paint Nite September 2014 - January 2015
LEGOLAND Discovery Center: Boston May 2014 - August 2014
DAVIDsTEA November 2013 - August 2014
Bay State College November 2013 - August 2014
Patch.com July 2011 - October 2013
Patch.com July 2010 - July 2011
DemandStudios January 2009 - July 2011
Northeastern University BN College Store August 2009 - September 2010
Sun Life Financial January 2007 - December 2008
Skills
Literature, Editing, Creative Writing, British Literature, Journalism, Storytelling, Publishing, PowerPoint, Blogging, Web Content, CMS, Freelance Writing, Social Media, Microsoft Excel, Copy Editing, Online Research, Twitter, Facebook, Technical Writing, Video Games, Social Networking Sites, Social Networking, Web Content Management, Literature Reviews, English Literature, Research, Proofreading, News Writing, Feature Articles, Online Journalism
Education
Northeastern University 2003 — 2008
B.A., English
Northeastern University 2003 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Paint Nite January 2015 - Present
Paint Nite September 2014 - January 2015
LEGOLAND Discovery Center: Boston May 2014 - August 2014
DAVIDsTEA November 2013 - August 2014
Bay State College November 2013 - August 2014
Patch.com July 2011 - October 2013
Patch.com July 2010 - July 2011
DemandStudios January 2009 - July 2011
Northeastern University BN College Store August 2009 - September 2010
Sun Life Financial January 2007 - December 2008
Skills
Literature, Editing, Creative Writing, British Literature, Journalism, Storytelling, Publishing, PowerPoint, Blogging, Web Content, CMS, Freelance Writing, Social Media, Microsoft Excel, Copy Editing, Online Research, Twitter, Facebook, Technical Writing, Video Games, Social Networking Sites, Social Networking, Web Content Management, Literature Reviews, English Literature, Research, Proofreading, News Writing, Feature Articles, Online Journalism
Education
Northeastern University 2003 — 2008
B.A., English
Northeastern University 2003 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Sheldon Weyland, ARM's Sun Life Financial Experience May 2006 - February 2008
Job Claims Executive at Telamon Insurance & Financial Network
Industry Insurance
Experience
Telamon Insurance & Financial Network January 2009 - October 2015
Smoken’ Joe’s Barbeque September 2008 - March 2009
Telamon Insurance & Financial Network April 2008 - January 2009
Sun Life Financial May 2006 - February 2008
Novaya Mortgage May 2005 - January 2006
TGI Fridays August 1998 - May 2005
Skills
Claims, Insurance, Workers Compensation, Liability, Negotiation, Public Speaking, PowerPoint, Documentation, Non-profits, Research, Problem Solving, Real Estate, Customer Relations, Excel, Employee Benefits, Risk Assessment, Analysis, General Liability, Property & Casualty..., Claims Management, Professional Liability, Insurance Claims, Workers' Compensation..., Return to Work Programs, Disability Claims..., Return to Work, Return to Work Planning, Work Injuries, WSIB Claims Management, OSHA 10, Legal Liability, Automobile Liability, Casualty Claims, Excess & Surplus Lines, Claims Consulting, Claims Resolution, Risk Management..., Commercial Insurance, Liability Analysis, Data Analysis, Claims Handling, Claim, Commercial Lines, Employment Practices..., Litigation Management, Casualty, Claim Investigation, Property Claims, General Insurance, Property Damage
Education
Insurance Library Association of Boston 2008 — 2018
N/A, General Insurance, Claims, Workers' Compensation
University of Southern Maine 2002 — 2006
Bachelors of Science, Economics
New Hampshire Technical Institute 2000 — 2003
Associates Associates of Science, Real Estate
Wells High School 1996 — 2000
N/A, General
Southern New Hampshire University
MBA in Human Resource Management, MBA Human Resource Management
Telamon Insurance & Financial Network January 2009 - October 2015
Smoken’ Joe’s Barbeque September 2008 - March 2009
Telamon Insurance & Financial Network April 2008 - January 2009
Sun Life Financial May 2006 - February 2008
Novaya Mortgage May 2005 - January 2006
TGI Fridays August 1998 - May 2005
Skills
Claims, Insurance, Workers Compensation, Liability, Negotiation, Public Speaking, PowerPoint, Documentation, Non-profits, Research, Problem Solving, Real Estate, Customer Relations, Excel, Employee Benefits, Risk Assessment, Analysis, General Liability, Property & Casualty..., Claims Management, Professional Liability, Insurance Claims, Workers' Compensation..., Return to Work Programs, Disability Claims..., Return to Work, Return to Work Planning, Work Injuries, WSIB Claims Management, OSHA 10, Legal Liability, Automobile Liability, Casualty Claims, Excess & Surplus Lines, Claims Consulting, Claims Resolution, Risk Management..., Commercial Insurance, Liability Analysis, Data Analysis, Claims Handling, Claim, Commercial Lines, Employment Practices..., Litigation Management, Casualty, Claim Investigation, Property Claims, General Insurance, Property Damage
Education
Insurance Library Association of Boston 2008 — 2018
N/A, General Insurance, Claims, Workers' Compensation
University of Southern Maine 2002 — 2006
Bachelors of Science, Economics
New Hampshire Technical Institute 2000 — 2003
Associates Associates of Science, Real Estate
Wells High School 1996 — 2000
N/A, General
Southern New Hampshire University
MBA in Human Resource Management, MBA Human Resource Management
Erinn Sullivan's Sun Life Financial Experience December 2013 - Present
Job
Industry Insurance
Experience
Sun Life Financial December 2013 - Present
USI Insurance Services January 2007 - December 2013
Principal Financial Group August 2004 - January 2007
Advest, Inc. January 2000 - July 2004
Education
Nichols College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sun Life Financial December 2013 - Present
USI Insurance Services January 2007 - December 2013
Principal Financial Group August 2004 - January 2007
Advest, Inc. January 2000 - July 2004
Education
Nichols College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mark Edgren Mark Edgren's Sun Life Financial Experience November 2013 - Present
Job Senior Client Relationship Executive at Sun Life Financial, a voluntary, group, and stoploss benefits leader.
Industry Insurance
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial December 2012 - November 2013
CIGNA September 2011 - December 2012
CIGNA April 2009 - September 2011
CIGNA March 2008 - April 2009
CareerBuilder.com 2007 - 2008
Arthur J. Gallagher and Co. 2006 - 2006
Skills
Employee Benefits, Health Insurance, Insurance, Life Insurance, Disability Insurance, Underwriting, Sales, Account Management, Risk Management, Customer Retention, Relationship Management, Benefits Administration, Management
Education
North Park University
Bachelor of Science (B.S.), Business Management, Finance
Sun Life Financial November 2013 - Present
Sun Life Financial December 2012 - November 2013
CIGNA September 2011 - December 2012
CIGNA April 2009 - September 2011
CIGNA March 2008 - April 2009
CareerBuilder.com 2007 - 2008
Arthur J. Gallagher and Co. 2006 - 2006
Skills
Employee Benefits, Health Insurance, Insurance, Life Insurance, Disability Insurance, Underwriting, Sales, Account Management, Risk Management, Customer Retention, Relationship Management, Benefits Administration, Management
Education
North Park University
Bachelor of Science (B.S.), Business Management, Finance
Sarah McInnis Sarah McInnis's Sun Life Financial Experience December 2013 - Present
Job Accounting Associate
Industry Accounting
Experience
Sun Life Financial December 2013 - Present
Rite Aid Pharmacy November 2002 - December 2013
Meadowlands Ice Cream August 2001 - May 2004
Salon 113 September 2000 - March 2004
Skills
Inventory Management, Customer Service, Pharmacology, Microsoft Excel, Loss Prevention, Microsoft Office, PowerPoint, Microsoft Word
Education
North Shore Community College
Associate Degree; Bachelor’s Degree, Business Administration; Accounting
Shawsheen Valley Regional Technical High School
Graduate, Business Information Services
Sun Life Financial December 2013 - Present
Rite Aid Pharmacy November 2002 - December 2013
Meadowlands Ice Cream August 2001 - May 2004
Salon 113 September 2000 - March 2004
Skills
Inventory Management, Customer Service, Pharmacology, Microsoft Excel, Loss Prevention, Microsoft Office, PowerPoint, Microsoft Word
Education
North Shore Community College
Associate Degree; Bachelor’s Degree, Business Administration; Accounting
Shawsheen Valley Regional Technical High School
Graduate, Business Information Services
Agus Marsono Agus Marsono's Sun Life Financial Experience January 2009 - February 2010
Job Seeking opportunity as a UX/UI designer
Industry Design
Experience
Northeastern University College of Professional Studies September 2014 - March 2015
Sun Life Financial January 2009 - February 2010
Baru Mulia Retail Store November 2007 - December 2009
Prudential Assurance September 2003 - October 2006
Kangzen Kenko Indonesia September 2001 - August 2003
Skills
Programming, JavaScript, jQuery, Python, Java, PowerPoint, SQL, Microsoft Word, Microsoft Excel, Public Speaking, Finance, MS Project, Supervising, Documentations, Risk Management, Project Planning, HTML, Microsoft Office, Mathematical Programming, Teaching, Customer Service, Community Outreach, Bootstrap, Visual Design, Photoshop, Axure RP
Education
Northeastern University 2014 — 2016
Master's degree, Digital Communication and Media/Multimedia, -
Northeastern University 2010 — 2012
St. Louis 1 Catholic High School
University of Surabaya
Bachelor of Science, Information Engineering
Northeastern University College of Professional Studies September 2014 - March 2015
Sun Life Financial January 2009 - February 2010
Baru Mulia Retail Store November 2007 - December 2009
Prudential Assurance September 2003 - October 2006
Kangzen Kenko Indonesia September 2001 - August 2003
Skills
Programming, JavaScript, jQuery, Python, Java, PowerPoint, SQL, Microsoft Word, Microsoft Excel, Public Speaking, Finance, MS Project, Supervising, Documentations, Risk Management, Project Planning, HTML, Microsoft Office, Mathematical Programming, Teaching, Customer Service, Community Outreach, Bootstrap, Visual Design, Photoshop, Axure RP
Education
Northeastern University 2014 — 2016
Master's degree, Digital Communication and Media/Multimedia, -
Northeastern University 2010 — 2012
St. Louis 1 Catholic High School
University of Surabaya
Bachelor of Science, Information Engineering
Ralf Wall's Sun Life Financial Experience October 2010 - January 2015
Job Fine Artist | Landscape Watercolours | Acrylic Abstracts | Corporate Wall Art | Graphic Designer
Industry Graphic Design
Experience
Full time artist June 1990 - Present
Sun Life Financial October 2010 - January 2015
Flashpoint Productions May 2007 - September 2011
Big Juice Media/Who2beton January 2000 - January 2007
Digitized Solutions Inc January 1995 - January 2000
Skills
Watercolours, Acrylic Painting, Pen & Ink, Plein Air Painting, Full Scale Murals, Illustration, Adobe Creative Suite, Web Design
Education
Niagara College 1988 — 1990
Visual Creative Art & Design, Fine Art, Graphic Art, Design & Layout
Full time artist June 1990 - Present
Sun Life Financial October 2010 - January 2015
Flashpoint Productions May 2007 - September 2011
Big Juice Media/Who2beton January 2000 - January 2007
Digitized Solutions Inc January 1995 - January 2000
Skills
Watercolours, Acrylic Painting, Pen & Ink, Plein Air Painting, Full Scale Murals, Illustration, Adobe Creative Suite, Web Design
Education
Niagara College 1988 — 1990
Visual Creative Art & Design, Fine Art, Graphic Art, Design & Layout
Jay Judas's Sun Life Financial Experience March 2004 - April 2010
Job Managing Director at Crown Global Insurance Group LLC
Industry Financial Services
Experience
Crown Global Insurance Group LLC August 2015 - Present
P.J. Scooter, LLC (d/b/a skoah Boston) December 2009 - Present
BF&M Insurance Group June 2011 - May 2015
Old Mutual (Bermuda) Ltd. June 2010 - June 2011
Sun Life Financial March 2004 - April 2010
Nationwide Financial September 1999 - March 2004
Net Worth Advisors, LLC January 1998 - August 1999
Skills
Insurance, Negotiation, Business Development, Strategic Financial..., Investments, Management, Mutual Funds, Risk Management, Marketing, CRM, Leadership, Relationship Management, Financial Services, Strategy, Sales, Wealth Management..., Skin Care Products, Corporate Governance, Life Insurance, Finance, Wealth Management, Financial Planning
Education
Northeastern University
Masters of Science (M.Sc.)
Rutgers University School of Law - Camden
JD
University of Northern Iowa
BA
Crown Global Insurance Group LLC August 2015 - Present
P.J. Scooter, LLC (d/b/a skoah Boston) December 2009 - Present
BF&M Insurance Group June 2011 - May 2015
Old Mutual (Bermuda) Ltd. June 2010 - June 2011
Sun Life Financial March 2004 - April 2010
Nationwide Financial September 1999 - March 2004
Net Worth Advisors, LLC January 1998 - August 1999
Skills
Insurance, Negotiation, Business Development, Strategic Financial..., Investments, Management, Mutual Funds, Risk Management, Marketing, CRM, Leadership, Relationship Management, Financial Services, Strategy, Sales, Wealth Management..., Skin Care Products, Corporate Governance, Life Insurance, Finance, Wealth Management, Financial Planning
Education
Northeastern University
Masters of Science (M.Sc.)
Rutgers University School of Law - Camden
JD
University of Northern Iowa
BA
Christopher Birkins's Sun Life Financial Experience July 2011 - January 2012
Job Sales Representative
Industry Financial Services
Experience
Onshape Inc. March 2015 - April 2015
athenahealth September 2012 - January 2015
Realty Capital Securities January 2012 - July 2012
Sun Life Financial July 2011 - January 2012
Consumer United October 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Insurance, Series 7, Series 63, Series 6, Excel, Wholesale, Marketing
Education
Northeastern University 2005 — 2010
Batchelor of Science
Tabor Academy 2001 — 2005
Onshape Inc. March 2015 - April 2015
athenahealth September 2012 - January 2015
Realty Capital Securities January 2012 - July 2012
Sun Life Financial July 2011 - January 2012
Consumer United October 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Insurance, Series 7, Series 63, Series 6, Excel, Wholesale, Marketing
Education
Northeastern University 2005 — 2010
Batchelor of Science
Tabor Academy 2001 — 2005
Anthony Mele's Sun Life Financial Experience July 2015 - Present
Job Actuarial Coop at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
John Hancock Financial Services July 2014 - December 2014
John Hancock Financial Services January 2013 - June 2013
Skills
Microsoft Excel, VBA, Access, Business Analysis, SharePoint, Microsoft Word, Project Portfolio..., Social Media, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Mathematics and Business Administration with a concentration in Finance
Sun Life Financial July 2015 - Present
John Hancock Financial Services July 2014 - December 2014
John Hancock Financial Services January 2013 - June 2013
Skills
Microsoft Excel, VBA, Access, Business Analysis, SharePoint, Microsoft Word, Project Portfolio..., Social Media, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Mathematics and Business Administration with a concentration in Finance
Angela Huynh Angela Huynh's Sun Life Financial Experience July 2000 - February 2004
Job Real Estate Professional
Industry Real Estate
Experience
StartPoint Realty September 2007 - Present
Accountemps March 2008 - February 2009
Accountemps February 2008 - March 2008
Excel Proerties, Inc. June 2006 - September 2007
GLS Mortgage Services March 2005 - September 2007
Sun Life Financial July 2000 - February 2004
John Hancock Financial Services September 1998 - June 2000
Boston Financial Data Services June 1998 - February 1999
Skills
First Time Home Buyers, Buyer Representation, Customer Service, Marketing, Marketing Strategy, Sales Management, Sales, Sellers, Short Sales, Foreclosures, Single Family Homes, Team Building, Vietnamese, Real Estate Transactions, Referrals, Selling, Investment Properties, Real Estate, Investors
Education
Northeastern University 1995 — 2000
Bachelor's Degree, MIS and Finance
StartPoint Realty September 2007 - Present
Accountemps March 2008 - February 2009
Accountemps February 2008 - March 2008
Excel Proerties, Inc. June 2006 - September 2007
GLS Mortgage Services March 2005 - September 2007
Sun Life Financial July 2000 - February 2004
John Hancock Financial Services September 1998 - June 2000
Boston Financial Data Services June 1998 - February 1999
Skills
First Time Home Buyers, Buyer Representation, Customer Service, Marketing, Marketing Strategy, Sales Management, Sales, Sellers, Short Sales, Foreclosures, Single Family Homes, Team Building, Vietnamese, Real Estate Transactions, Referrals, Selling, Investment Properties, Real Estate, Investors
Education
Northeastern University 1995 — 2000
Bachelor's Degree, MIS and Finance
Bill Sharka Bill Sharka's Sun Life Financial Experience 2014 - 2014
Job Senior Accountant / Financial Analyst
Industry Accounting
Experience
Sun Life Financial 2014 - 2014
Upromise 2013 - 2013
State Street Bank 2012 - 2012
John Hancock Financial Services 2011 - 2011
Sun Life Financial 2008 - 2010
MetLife 1992 - 2008
Skills
Finance, Financial Reporting, Accounting, General Ledger, Variance Analysis, Mergers & Acquisitions, Auditing, Budgets, Financial Statements, Investments, Portfolio Management, Business Planning, PeopleSoft, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Account Reconciliation, GAAP
Education
Northeastern University
BS, Accounting
University of Massachusetts Boston
BA, Applied Mathematics
Sun Life Financial 2014 - 2014
Upromise 2013 - 2013
State Street Bank 2012 - 2012
John Hancock Financial Services 2011 - 2011
Sun Life Financial 2008 - 2010
MetLife 1992 - 2008
Skills
Finance, Financial Reporting, Accounting, General Ledger, Variance Analysis, Mergers & Acquisitions, Auditing, Budgets, Financial Statements, Investments, Portfolio Management, Business Planning, PeopleSoft, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Account Reconciliation, GAAP
Education
Northeastern University
BS, Accounting
University of Massachusetts Boston
BA, Applied Mathematics
Richard LeDuc Richard LeDuc's Sun Life Financial Experience November 2000 - March 2012
Job Project Manager, AVP at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street April 2012 - June 2014
Sun Life Financial November 2000 - March 2012
Bank of Boston / FleetBoston January 1990 - July 2000
Skills
Systems Analysis, Business Requirements, Requirements Gathering, Mainframe, Requirements Analysis, Quality Assurance, Testing, Analysis, Project Management, SDLC, User Acceptance Testing, Business Analysis, Business Process, Visio, PowerPoint, Microsoft Excel, Microsoft Project, Microsoft Word, MS Project, Project Planning, Management, Leadership, Training, Process Improvement, Access, SharePoint, Business Process..., Financial Services, Data Analysis, Banking, Technical Writing
Education
LOMA (Life Office Management Association) 2004 — 2006
Fellow, Financial Services Institute, Annuities / Life Insurance
LOMA (Life Office Management Association) 2002 — 2004
Associate, Annuity Products & Administration
Northeastern University 1990 — 1994
AS, Finance
Belmont High School
State Street June 2014 - Present
State Street April 2012 - June 2014
Sun Life Financial November 2000 - March 2012
Bank of Boston / FleetBoston January 1990 - July 2000
Skills
Systems Analysis, Business Requirements, Requirements Gathering, Mainframe, Requirements Analysis, Quality Assurance, Testing, Analysis, Project Management, SDLC, User Acceptance Testing, Business Analysis, Business Process, Visio, PowerPoint, Microsoft Excel, Microsoft Project, Microsoft Word, MS Project, Project Planning, Management, Leadership, Training, Process Improvement, Access, SharePoint, Business Process..., Financial Services, Data Analysis, Banking, Technical Writing
Education
LOMA (Life Office Management Association) 2004 — 2006
Fellow, Financial Services Institute, Annuities / Life Insurance
LOMA (Life Office Management Association) 2002 — 2004
Associate, Annuity Products & Administration
Northeastern University 1990 — 1994
AS, Finance
Belmont High School
Michael J. Fulton Michael J. Fulton's Sun Life Financial Experience April 2013 - Present
Job Senior Compliance Manager, Client & Technology Services at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial April 2012 - April 2013
Sun Life Financial October 2010 - April 2012
Sun Life Financial April 2008 - October 2010
Sun Life Financial January 2006 - April 2008
Sun Life Financial October 2004 - January 2006
Creative Toy Outlet September 2002 - May 2004
Skills
Sarbanes-Oxley Act, HIPAA, GCC, IT Compliance, Insurance, Financial Services, Process Improvement, Management, Software Licensing..., Software Licensing, Budgets, Time Management, Customer Service, Mutual Funds, Accounting, Account Reconciliation, Microsoft Office, Research, Analysis, Problem Solving, Leadership, Business Process, Requirements Gathering, Conflict Resolution, Strategic Leadership, Able To Multi-task, Financial Accounting, Attention To Detail, Meeting Deadlines, Variable Annuities, Human Resources, Training, Finance, Business Analysis, Risk Management
Education
New England Law Boston 2013 — 2017
Juris Doctor, Law, Cumulative GPA: 3.43, Class Rank: 13/49, Dean's List: Fall 2013-Spring 2015
Saint Anselm College 2000 — 2004
Bachelor of Arts, Sociology
Boston College High School 1996 — 2000
High School Diploma, General Studies
Sun Life Financial April 2013 - Present
Sun Life Financial April 2012 - April 2013
Sun Life Financial October 2010 - April 2012
Sun Life Financial April 2008 - October 2010
Sun Life Financial January 2006 - April 2008
Sun Life Financial October 2004 - January 2006
Creative Toy Outlet September 2002 - May 2004
Skills
Sarbanes-Oxley Act, HIPAA, GCC, IT Compliance, Insurance, Financial Services, Process Improvement, Management, Software Licensing..., Software Licensing, Budgets, Time Management, Customer Service, Mutual Funds, Accounting, Account Reconciliation, Microsoft Office, Research, Analysis, Problem Solving, Leadership, Business Process, Requirements Gathering, Conflict Resolution, Strategic Leadership, Able To Multi-task, Financial Accounting, Attention To Detail, Meeting Deadlines, Variable Annuities, Human Resources, Training, Finance, Business Analysis, Risk Management
Education
New England Law Boston 2013 — 2017
Juris Doctor, Law, Cumulative GPA: 3.43, Class Rank: 13/49, Dean's List: Fall 2013-Spring 2015
Saint Anselm College 2000 — 2004
Bachelor of Arts, Sociology
Boston College High School 1996 — 2000
High School Diploma, General Studies
Janette Zive Janette Zive's Sun Life Financial Experience February 2015 - Present
Job US Tax Counsel
Industry Law Practice
Experience
Sun Life Financial February 2015 - Present
PricewaterhouseCoopers May 2010 - October 2014
Ernst & Young September 2007 - April 2010
MOSKOWITZ & MEREDITH LLP October 2006 - September 2007
KPMG February 1996 - September 2006
Skills
International Tax, Legal Advice, Restructuring, Financial Structuring, Tax, Finance, Corporate Tax, Acquisitions, Income Tax, Investments, Due Diligence, Tax Law, Management, Tax Advisory
Education
New York University School of Law 1994 — 1995
LL.M. Taxation, International Taxation, U.S. Corporate & Compensation Taxation Law
York University - Osgoode Hall Law School 1990 — 1993
JD, Law
Western University 1987 — 1990
B.A., Psychology
Claude Watson/Earl Haig
High school
Harrison Public school
Western University
Sun Life Financial February 2015 - Present
PricewaterhouseCoopers May 2010 - October 2014
Ernst & Young September 2007 - April 2010
MOSKOWITZ & MEREDITH LLP October 2006 - September 2007
KPMG February 1996 - September 2006
Skills
International Tax, Legal Advice, Restructuring, Financial Structuring, Tax, Finance, Corporate Tax, Acquisitions, Income Tax, Investments, Due Diligence, Tax Law, Management, Tax Advisory
Education
New York University School of Law 1994 — 1995
LL.M. Taxation, International Taxation, U.S. Corporate & Compensation Taxation Law
York University - Osgoode Hall Law School 1990 — 1993
JD, Law
Western University 1987 — 1990
B.A., Psychology
Claude Watson/Earl Haig
High school
Harrison Public school
Western University
Marie DeLuca Marie DeLuca's Sun Life Financial Experience 1992 - 2010
Job IT Asset Manager (Associate) at The TJX Companies, Inc.
Industry Financial Services
Experience
The TJX Companies, Inc. July 2014 - Present
TJX November 2010 - July 2014
Sun Life Financial 1992 - 2010
Sun Life Financial 1987 - 1992
Sun Life Financial January 1980 - January 1987
Skills
IT Management, Analysis, Vendor Relations, IT Operations, Project Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Mainframe, Change Management, Program Management, Team Leadership, Requirements Analysis, Business Process..., Requirements Gathering, Data Center, Business Process, IT Service Management, Software Documentation, Business Intelligence, PMO, Project Planning, MS Project, Agile Methodologies, Budgets, Project Delivery, Visio, Databases, Integration, PMP, SQL, Project Portfolio..., ITIL, CRM, Software Development, Software Project..., SharePoint, Leadership, Business Requirements, Cross-functional Team..., IT Strategy, Systems Analysis, Disaster Recovery, Resource Management, Management, Information Technology
Education
Newbury College
Computer Science
The TJX Companies, Inc. July 2014 - Present
TJX November 2010 - July 2014
Sun Life Financial 1992 - 2010
Sun Life Financial 1987 - 1992
Sun Life Financial January 1980 - January 1987
Skills
IT Management, Analysis, Vendor Relations, IT Operations, Project Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Mainframe, Change Management, Program Management, Team Leadership, Requirements Analysis, Business Process..., Requirements Gathering, Data Center, Business Process, IT Service Management, Software Documentation, Business Intelligence, PMO, Project Planning, MS Project, Agile Methodologies, Budgets, Project Delivery, Visio, Databases, Integration, PMP, SQL, Project Portfolio..., ITIL, CRM, Software Development, Software Project..., SharePoint, Leadership, Business Requirements, Cross-functional Team..., IT Strategy, Systems Analysis, Disaster Recovery, Resource Management, Management, Information Technology
Education
Newbury College
Computer Science
Jennifer Travers's Sun Life Financial Experience May 2006 - January 2009
Job Program Controller, Master Data Management (MDM) at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc. June 2014 - Present
TJX January 2013 - June 2014
Narragansett Bay Insurance Company March 2011 - October 2012
Narragansett Bay Insurance Company August 2010 - March 2011
Narragansett Bay Insurance Company August 2009 - October 2010
Sun Life Financial May 2006 - January 2009
GE Intelligent Platforms August 2004 - May 2006
Sun Life Financial August 2003 - November 2003
Sun Life Financial August 1996 - August 2003
Skills
Life Insurance, Mergers, Insurance, Risk Management, Customer Service, Project Management, Homeowners, P&C Insurance, Operations Management, Cash Management, Project Finance, Business Process..., Business Intelligence, Agile Project Management, Agile & Waterfall..., PMP, Operational Excellence, Vendor Management, Vendor Relationships, Project Planning, Analysis, Management, Software Documentation, Mergers & Acquisitions, Data Analysis, Leadership, Team Leadership, Process Improvement
Education
Northeastern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nipmuc Regional 1989 — 1993
The TJX Companies, Inc. June 2014 - Present
TJX January 2013 - June 2014
Narragansett Bay Insurance Company March 2011 - October 2012
Narragansett Bay Insurance Company August 2010 - March 2011
Narragansett Bay Insurance Company August 2009 - October 2010
Sun Life Financial May 2006 - January 2009
GE Intelligent Platforms August 2004 - May 2006
Sun Life Financial August 2003 - November 2003
Sun Life Financial August 1996 - August 2003
Skills
Life Insurance, Mergers, Insurance, Risk Management, Customer Service, Project Management, Homeowners, P&C Insurance, Operations Management, Cash Management, Project Finance, Business Process..., Business Intelligence, Agile Project Management, Agile & Waterfall..., PMP, Operational Excellence, Vendor Management, Vendor Relationships, Project Planning, Analysis, Management, Software Documentation, Mergers & Acquisitions, Data Analysis, Leadership, Team Leadership, Process Improvement
Education
Northeastern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nipmuc Regional 1989 — 1993
Shawn Rohrer Shawn Rohrer's Sun Life Financial Experience October 1988 - March 1990
Job Mgr. Innovative Healthcare Systems, Inc.
Industry Hospital & Health Care
Experience
Metropolitan Life Insurance Company March 1990 - April 1991
Sun Life Financial October 1988 - March 1990
Skills
New Business Development, Start-ups, Sales Management, Marketing, Marketing Strategy, Sales, Management, Leadership, Sales Operations, CRM, Cold Calling, Sales Process, Program Management, B2B, Account Management, Online Marketing, Strategic Partnerships, Lead Generation
Education
Northeastern State University 1983 — 1988
BS, Finance and Economics
Poteau High School 1981 — 1983
Metropolitan Life Insurance Company March 1990 - April 1991
Sun Life Financial October 1988 - March 1990
Skills
New Business Development, Start-ups, Sales Management, Marketing, Marketing Strategy, Sales, Management, Leadership, Sales Operations, CRM, Cold Calling, Sales Process, Program Management, B2B, Account Management, Online Marketing, Strategic Partnerships, Lead Generation
Education
Northeastern State University 1983 — 1988
BS, Finance and Economics
Poteau High School 1981 — 1983
Larry Waldron Larry Waldron's Sun Life Financial Experience January 2009 - October 2010
Job
Industry Restaurants
Experience
Independent Herbalife Distributor March 2012 - July 2012
Sun Life Financial January 2009 - October 2010
Fit for Life Foods February 2007 - November 2007
Investors Group August 2004 - February 2007
Dairy Queen Canada Inc. November 1985 - November 2003
Dairy Queen Canada Inc. November 1978 - October 1985
Skills
Financial Analysis, Staff Training, Restaurant Management, Insurance, Long Term Care, Mentoring, Customer Service, Business Planning, Budgeting, Problem Solving, Team Building, Operations Management, Public Speaking, Supervisory Skills, Excel, Word, Microsoft Office, PowerPoint
Education
Nipissing University 1977 — 1978
BEd.
University of Waterloo 1973 — 1976
BSc.
Independent Herbalife Distributor March 2012 - July 2012
Sun Life Financial January 2009 - October 2010
Fit for Life Foods February 2007 - November 2007
Investors Group August 2004 - February 2007
Dairy Queen Canada Inc. November 1985 - November 2003
Dairy Queen Canada Inc. November 1978 - October 1985
Skills
Financial Analysis, Staff Training, Restaurant Management, Insurance, Long Term Care, Mentoring, Customer Service, Business Planning, Budgeting, Problem Solving, Team Building, Operations Management, Public Speaking, Supervisory Skills, Excel, Word, Microsoft Office, PowerPoint
Education
Nipissing University 1977 — 1978
BEd.
University of Waterloo 1973 — 1976
BSc.
An Zheng An Zheng's Sun Life Financial Experience August 2011 - July 2014
Job Summer Associate at Bank Street Group
Industry Management Consulting
Experience
NYU Stern School of Business August 2014 - Present
Bank Street Group June 2015 - August 2015
Capgemini Consulting February 2015 - May 2015
Sun Life Financial August 2011 - July 2014
Skills
Economics, Strategic Planning, Leadership, Project Management, Data Analysis, Business Analysis, Financial Analysis, Strategy, Business Strategy, Research, Social Media, Finance
Education
New York University 2014 — 2016
Master of Business Administration (MBA), Finance, Strategy, and Global Business
Tufts University 2007 — 2011
Bachelor's degree, International Relations and Economics, Cum Laude
The University of Hong Kong
NYU Stern School of Business August 2014 - Present
Bank Street Group June 2015 - August 2015
Capgemini Consulting February 2015 - May 2015
Sun Life Financial August 2011 - July 2014
Skills
Economics, Strategic Planning, Leadership, Project Management, Data Analysis, Business Analysis, Financial Analysis, Strategy, Business Strategy, Research, Social Media, Finance
Education
New York University 2014 — 2016
Master of Business Administration (MBA), Finance, Strategy, and Global Business
Tufts University 2007 — 2011
Bachelor's degree, International Relations and Economics, Cum Laude
The University of Hong Kong
Albert McLeod's Sun Life Financial Experience April 1999 - April 2004
Job Seeking opportunities in education
Industry Primary/Secondary Education
Experience
Inteletravel.com February 2012 - Present
Allied American Adjusting April 2014 - July 2015
MetLife October 2004 - October 2013
Sun Life Financial April 1999 - April 2004
Skills
Insurance, Process Improvement, Claim, Disability Insurance, Training, Basic Life Saving for..., Customer Service, Life Insurance, Analysis, Underwriting, Property & Casualty..., Claims Management, Health Insurance, Leadership, Microsoft Office, Risk Management, Mentoring, Financial Services
Education
University of South Florida 2014 — 2016
Bachelor of Arts (BA), History and political science, 3.91, Dean's List Fall 2014
University of Massachusetts, Amherst 1993 — 1996
Bachelor of Arts (BA), English, 3.29
North Shore Community College 1991 — 1993
Liberal Arts
Inteletravel.com February 2012 - Present
Allied American Adjusting April 2014 - July 2015
MetLife October 2004 - October 2013
Sun Life Financial April 1999 - April 2004
Skills
Insurance, Process Improvement, Claim, Disability Insurance, Training, Basic Life Saving for..., Customer Service, Life Insurance, Analysis, Underwriting, Property & Casualty..., Claims Management, Health Insurance, Leadership, Microsoft Office, Risk Management, Mentoring, Financial Services
Education
University of South Florida 2014 — 2016
Bachelor of Arts (BA), History and political science, 3.91, Dean's List Fall 2014
University of Massachusetts, Amherst 1993 — 1996
Bachelor of Arts (BA), English, 3.29
North Shore Community College 1991 — 1993
Liberal Arts
Eileen Sullivan's Sun Life Financial Experience August 1999 - October 2006
Job Senior Associate General Counsel at OptumInsight, Inc.
Industry Legal Services
Experience
OptumInsight November 2006 - Present
Sun Life Financial August 1999 - October 2006
Bull HN Information Systems, Inc. 1988 - 1999
Skills
Licensing, Privacy Law, Litigation Management, Mergers, Intellectual Property, Outsourcing, Contract Negotiation, Healthcare Information..., Negotiation, Trademarks, Mergers & Acquisitions, Corporate Governance, Software Licensing, Copyright Law, Patents, Legal Research, Training, Process Improvement
Education
New England School of Law 1995 — 1999
Juris Doctor, Law
Regis College 1981 — 1985
BA, Biology
OptumInsight November 2006 - Present
Sun Life Financial August 1999 - October 2006
Bull HN Information Systems, Inc. 1988 - 1999
Skills
Licensing, Privacy Law, Litigation Management, Mergers, Intellectual Property, Outsourcing, Contract Negotiation, Healthcare Information..., Negotiation, Trademarks, Mergers & Acquisitions, Corporate Governance, Software Licensing, Copyright Law, Patents, Legal Research, Training, Process Improvement
Education
New England School of Law 1995 — 1999
Juris Doctor, Law
Regis College 1981 — 1985
BA, Biology
Nora Saludo's Sun Life Financial Experience March 1989 - April 1993
Job Consulting Member of Technical Staff at Oracle
Industry Information Technology and Services
Experience
Oracle January 2013 - Present
SelectMinds Inc. June 2007 - December 2012
Sumitomo Mitsui Banking Corporation / Japan Research Institute January 2007 - June 2007
Warner Music Group November 2005 - December 2006
TD Waterhouse April 2005 - November 2005
Sony Music Group December 2001 - April 2005
Standard and Poor's January 1997 - May 2001
Deutsche Bank August 1993 - December 1995
Sun Life Financial March 1989 - April 1993
Skills
PL/SQL, Oracle Applications, Management, SQL Tuning, Oracle, Java, Linux, Agile Methodologies, Unix, Data Warehousing, Systems Analysis, SQL, Data Modeling, Apache, MySQL, System Administration
Education
New York University 2003 — 2004
Management Information Systems
University of the Philippines 1984 — 1988
Bachelor of Science, Applied Mathematics - Actuarial Science
Oracle January 2013 - Present
SelectMinds Inc. June 2007 - December 2012
Sumitomo Mitsui Banking Corporation / Japan Research Institute January 2007 - June 2007
Warner Music Group November 2005 - December 2006
TD Waterhouse April 2005 - November 2005
Sony Music Group December 2001 - April 2005
Standard and Poor's January 1997 - May 2001
Deutsche Bank August 1993 - December 1995
Sun Life Financial March 1989 - April 1993
Skills
PL/SQL, Oracle Applications, Management, SQL Tuning, Oracle, Java, Linux, Agile Methodologies, Unix, Data Warehousing, Systems Analysis, SQL, Data Modeling, Apache, MySQL, System Administration
Education
New York University 2003 — 2004
Management Information Systems
University of the Philippines 1984 — 1988
Bachelor of Science, Applied Mathematics - Actuarial Science
Alexis Hadash Flanagan's Sun Life Financial Experience 1995 - Present
Job Training and Development Consultant
Industry Financial Services
Experience
Sun Life Financial 1995 - Present
Education
Northeastern University 1987 — 1992
Sun Life Financial 1995 - Present
Education
Northeastern University 1987 — 1992
Michelle Geller's Sun Life Financial Experience February 2004 - June 2008
Job Senior Administrative Assistant
Industry Biotechnology
Experience
Shire Pharmaceuticals July 2014 - Present
Raytheon 2012 - June 2014
Biogen Idec 2011 - 2011
National Grid 2008 - 2010
Sun Life Financial February 2004 - June 2008
Skills
Administrative Support, Legal Support, Contract Administration, Database Management, Meeting Planning, Corporate Law, Paralegal, Direct Marketing, Account Management, Patents, Trademarks, Licensing, Expense Management, PowerPoint, Access, Internet Research, CRM databases, Report Generation, SEC filings, Corporate Transactions, Outlook, Lotus Notes, Client Confidentiality, Travel Management, SharePoint, Salesforce.com, NetSuite, Commercial Real Estate, Contract Management, Administrative..., Management, Budgets, Westlaw, Document Review, Event Planning, Lexis, PeopleSoft, Calendaring, Microsoft Excel, Legal Assistance, CRM
Education
Northeastern University
Bachelor's of Science in Business Administration
Northeastern University
Paralegal Certificate
University of Miami
Shire Pharmaceuticals July 2014 - Present
Raytheon 2012 - June 2014
Biogen Idec 2011 - 2011
National Grid 2008 - 2010
Sun Life Financial February 2004 - June 2008
Skills
Administrative Support, Legal Support, Contract Administration, Database Management, Meeting Planning, Corporate Law, Paralegal, Direct Marketing, Account Management, Patents, Trademarks, Licensing, Expense Management, PowerPoint, Access, Internet Research, CRM databases, Report Generation, SEC filings, Corporate Transactions, Outlook, Lotus Notes, Client Confidentiality, Travel Management, SharePoint, Salesforce.com, NetSuite, Commercial Real Estate, Contract Management, Administrative..., Management, Budgets, Westlaw, Document Review, Event Planning, Lexis, PeopleSoft, Calendaring, Microsoft Excel, Legal Assistance, CRM
Education
Northeastern University
Bachelor's of Science in Business Administration
Northeastern University
Paralegal Certificate
University of Miami
Vanessa Allia's Sun Life Financial Experience October 2003 - Present
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2003 - Present
Education
Nichols College 2003 — 2007
Sun Life Financial October 2003 - Present
Education
Nichols College 2003 — 2007
Nate Keegan's Sun Life Financial Experience June 2002 - April 2005
Job Regional Vice President at Sun Life Financial Distributors
Industry Financial Services
Experience
Sun Life Financial Distributors Team LeaderSun Life Financial DistributorsApril 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Education
Nichols College 1998 — 2002
Sun Life Financial Distributors Team LeaderSun Life Financial DistributorsApril 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Education
Nichols College 1998 — 2002
Christopher Bailly's Sun Life Financial Experience May 2013 - August 2013
Job Senior Applications Developer Analyst at Delaware Life (formerly Sun Life)
Industry Insurance
Experience
Delaware Life (formerly Sun Life) August 2013 - Present
Sun Life Financial May 2013 - August 2013
Sun Life Financial May 2012 - May 2013
WIN Interactive, Inc. June 2007 - May 2012
Skills
AngularJS, Ext JS, JavaScript, SASS, Web Applications, Web Development, Java, Groovy, Grails, SQL, Google App Engine, Flex, Flash, Adobe Creative Suite, Photoshop, Adobe Acrobat, Final Cut Pro, ActionScript, Microsoft Office, Keynote, TrialDirector, Sanction, Soundtrack Pro, Logic Pro, Arbitration, Legal Assistance
Education
Northeastern University School of Law 2004 — 2007
Juris Doctor (J.D.)
New York University 1999 — 2003
Bachelor's Degree, Music
Delaware Life (formerly Sun Life) August 2013 - Present
Sun Life Financial May 2013 - August 2013
Sun Life Financial May 2012 - May 2013
WIN Interactive, Inc. June 2007 - May 2012
Skills
AngularJS, Ext JS, JavaScript, SASS, Web Applications, Web Development, Java, Groovy, Grails, SQL, Google App Engine, Flex, Flash, Adobe Creative Suite, Photoshop, Adobe Acrobat, Final Cut Pro, ActionScript, Microsoft Office, Keynote, TrialDirector, Sanction, Soundtrack Pro, Logic Pro, Arbitration, Legal Assistance
Education
Northeastern University School of Law 2004 — 2007
Juris Doctor (J.D.)
New York University 1999 — 2003
Bachelor's Degree, Music
Jennifer Sturtz's Sun Life Financial Experience January 2005 - June 2006
Job Ambassador at Plexus Worldwide, Inc.
Industry Human Resources
Experience
Plexus Worldwide, Inc. August 2013 - Present
Leland, NC January 2009 - Present
Guardian August 2006 - December 2008
Sun Life Financial January 2005 - June 2006
Summit Financial Group 1999 - 2004
Summit Financial Group 1999 - 2004
Skills
Customer Service, Employee Benefits, Talent Management, Account Management, Employee Relations, Claims Handling, Health Insurance, Life Insurance, Disability Benefits, Group Insurance, Vendor Relationships, Dental Insurance, RFP Generation, Microsoft Office, Employee Training, Renewal Retention
Education
Northeastern State University 1995 — 1999
Bachelor of Business Administration (BBA), Human Resource Management
Plexus Worldwide, Inc. August 2013 - Present
Leland, NC January 2009 - Present
Guardian August 2006 - December 2008
Sun Life Financial January 2005 - June 2006
Summit Financial Group 1999 - 2004
Summit Financial Group 1999 - 2004
Skills
Customer Service, Employee Benefits, Talent Management, Account Management, Employee Relations, Claims Handling, Health Insurance, Life Insurance, Disability Benefits, Group Insurance, Vendor Relationships, Dental Insurance, RFP Generation, Microsoft Office, Employee Training, Renewal Retention
Education
Northeastern State University 1995 — 1999
Bachelor of Business Administration (BBA), Human Resource Management
Catherine Eufrazio's Sun Life Financial Experience August 1997 - July 1999
Job
Industry Financial Services
Experience
John Hancock March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) September 2008 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2008
John Hancock Life Insurance Company (U.S.A.) July 1999 - July 2001
Sun Life Financial August 1997 - July 1999
Sun Life Financial December 1994 - August 1997
Skills
Workflow, Microsoft Excel, Microsoft Word, Procedure Development, Data Analysis, Process Flow..., Workflow analysis, Process refinement, Operations analysis, Document Drafting, Retail, Leadership
Education
University of Massachusetts Boston 2001 — 2003
B.S.
Northeastern University 1991 — 1992
M.S.
Southern Methodist University 1987 — 1991
B.A., B.S.
Braintree High
John Hancock March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) September 2008 - March 2012
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2008
John Hancock Life Insurance Company (U.S.A.) July 1999 - July 2001
Sun Life Financial August 1997 - July 1999
Sun Life Financial December 1994 - August 1997
Skills
Workflow, Microsoft Excel, Microsoft Word, Procedure Development, Data Analysis, Process Flow..., Workflow analysis, Process refinement, Operations analysis, Document Drafting, Retail, Leadership
Education
University of Massachusetts Boston 2001 — 2003
B.S.
Northeastern University 1991 — 1992
M.S.
Southern Methodist University 1987 — 1991
B.A., B.S.
Braintree High
Ashley Lissaint's Sun Life Financial Experience July 2013 - Present
Job Sales Consultant / Fitness Coach
Industry Health, Wellness and Fitness
Experience
Sun Life Financial July 2013 - Present
Core Cardio Fitness January 2011 - Present
John Hancock Financial Services December 2006 - October 2010
John Hancock Financial Services April 2003 - July 2006
John Hancock Financial Services December 2001 - April 2003
Funds Distributor September 2000 - December 2001
John Hancock Signature Services December 1998 - August 2000
INROADS July 1994 - August 1997
Skills
Insurance, Long Term Care Insurance, Long-term Care, Fitness, Sales, Coaching, Strength Training, Customer Service, Management, Program Management, Social Media, Time Management, Entrepreneurship, Employee Benefits, Small Business, Sales Operations, Disability Insurance, Negotiation, Leadership, Life Insurance, Training, Investments, Personal Training, Fixed Annuities, Team Building, Marketing, Mutual Funds, Financial Services
Education
Northeastern University
Finance, Business Administration and Management, General, 3.4 GPA
Reims Management School 2007 — 2007
Business
Sun Life Financial July 2013 - Present
Core Cardio Fitness January 2011 - Present
John Hancock Financial Services December 2006 - October 2010
John Hancock Financial Services April 2003 - July 2006
John Hancock Financial Services December 2001 - April 2003
Funds Distributor September 2000 - December 2001
John Hancock Signature Services December 1998 - August 2000
INROADS July 1994 - August 1997
Skills
Insurance, Long Term Care Insurance, Long-term Care, Fitness, Sales, Coaching, Strength Training, Customer Service, Management, Program Management, Social Media, Time Management, Entrepreneurship, Employee Benefits, Small Business, Sales Operations, Disability Insurance, Negotiation, Leadership, Life Insurance, Training, Investments, Personal Training, Fixed Annuities, Team Building, Marketing, Mutual Funds, Financial Services
Education
Northeastern University
Finance, Business Administration and Management, General, 3.4 GPA
Reims Management School 2007 — 2007
Business
Christo Gerontidis's Sun Life Financial Experience 2010 - 2011
Job Business Consultant at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan 2012 - Present
Sun Life Financial 2010 - 2011
Deloitte 2005 - 2009
John Hancock June 2004 - July 2005
State Street Research January 2000 - August 2003
Skills
Requirements Analysis, Risk Management, Requirements Gathering, Data Analysis, Visio, Sarbanes-Oxley Act, SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Business Intelligence, Business Process..., Management Consulting, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
Northeastern University 1992 — 1997
Tufts Health Plan 2012 - Present
Sun Life Financial 2010 - 2011
Deloitte 2005 - 2009
John Hancock June 2004 - July 2005
State Street Research January 2000 - August 2003
Skills
Requirements Analysis, Risk Management, Requirements Gathering, Data Analysis, Visio, Sarbanes-Oxley Act, SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Business Intelligence, Business Process..., Management Consulting, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA
Northeastern University 1992 — 1997
David Sayles's Sun Life Financial Experience 1986 - 2004
Job Regional Sales Manager Captive Division
Industry Insurance
Experience
Berkley Accident & Health, LLC April 2012 - Present
Benefits Technology July 2010 - April 2012
AMF Risk Management Solutions January 2005 - August 2010
Sun Life Finanical June 1986 - September 2004
Sun Life Financial 1986 - 2004
Skills
Underwriting, Health Savings Accounts, New Business Development, Strategic Planning, Group Insurance, Negotiation, Sales Presentations, Sales, Health Insurance, Accident, Managed Care, Reinsurance, Account Management, Dentistry, Term Life Insurance, Long-term Care, Captives, Insurance, Claims Management, Employee Benefits
Education
New England College 1981 — 1985
BA, Marketing, Management
Berkley Accident & Health, LLC April 2012 - Present
Benefits Technology July 2010 - April 2012
AMF Risk Management Solutions January 2005 - August 2010
Sun Life Finanical June 1986 - September 2004
Sun Life Financial 1986 - 2004
Skills
Underwriting, Health Savings Accounts, New Business Development, Strategic Planning, Group Insurance, Negotiation, Sales Presentations, Sales, Health Insurance, Accident, Managed Care, Reinsurance, Account Management, Dentistry, Term Life Insurance, Long-term Care, Captives, Insurance, Claims Management, Employee Benefits
Education
New England College 1981 — 1985
BA, Marketing, Management
Marc Wenners's Sun Life Financial Experience April 2006 - July 2008
Job Project Management / Business Analyst Professional
Industry Financial Services
Experience
Sun Life Financial April 2006 - July 2008
Sun Life Financial March 2004 - April 2006
Sun Life Financial September 1997 - March 2004
Sun Life Financial April 1997 - September 1997
Education
Northeastern University 1995 — 2001
BA, Finance
High School
Sun Life Financial April 2006 - July 2008
Sun Life Financial March 2004 - April 2006
Sun Life Financial September 1997 - March 2004
Sun Life Financial April 1997 - September 1997
Education
Northeastern University 1995 — 2001
BA, Finance
High School
Susan (LeBlanc) Dunton's Sun Life Financial Experience 1998 - 2001
Job Marketing Consultant NACMNE
Industry Financial Services
Experience
Business Credit Intelligence ~ Powered by NACMNE October 2013 - Present
Danforth Associates November 2003 - October 2012
Hybrid Parking Solutions 2001 - 2004
Sun Life Financial 1998 - 2001
Sun Life Financial 1998 - 2000
Skills
Outlook, Microsoft Excel, PowerPoint, Event Planning, Marketing, Microsoft Office, Event Management, Time Management, Access, Budgets, Marketing Communications, QuickBooks, Investments, Administrative..., Office Management, Social Networking, Market Research, Financial Services, Asset Management, Marketing Strategy
Education
Nichols College 1994 — 1998
Bachelors
Business Credit Intelligence ~ Powered by NACMNE October 2013 - Present
Danforth Associates November 2003 - October 2012
Hybrid Parking Solutions 2001 - 2004
Sun Life Financial 1998 - 2001
Sun Life Financial 1998 - 2000
Skills
Outlook, Microsoft Excel, PowerPoint, Event Planning, Marketing, Microsoft Office, Event Management, Time Management, Access, Budgets, Marketing Communications, QuickBooks, Investments, Administrative..., Office Management, Social Networking, Market Research, Financial Services, Asset Management, Marketing Strategy
Education
Nichols College 1994 — 1998
Bachelors
Kathy Carideo's Sun Life Financial Experience December 1990 - June 1998
Job Sales Administrative Supervisor at Malvern Instruments
Industry Research
Experience
Malvern Instruments November 2013 - Present
Malvern Instruments May 2011 - October 2013
SILICON GRAPHICS INC September 2000 - February 2009
SGI 2000 - 2009
Inacom/Vanstar January 1999 - June 2000
SUN LIFE FINANCIAL December 1990 - June 1998
Skills
Sales, Sales Operations, Product Marketing, Sales Process, Channel Partners, Cross-functional Team..., Direct Sales, Account Management
Education
Newbury College 1981 — 1985
Associates Degree, Computer Science
Malvern Instruments November 2013 - Present
Malvern Instruments May 2011 - October 2013
SILICON GRAPHICS INC September 2000 - February 2009
SGI 2000 - 2009
Inacom/Vanstar January 1999 - June 2000
SUN LIFE FINANCIAL December 1990 - June 1998
Skills
Sales, Sales Operations, Product Marketing, Sales Process, Channel Partners, Cross-functional Team..., Direct Sales, Account Management
Education
Newbury College 1981 — 1985
Associates Degree, Computer Science
Benjamin Gord's Sun Life Financial Experience August 2011 - October 2011
Job Portfolio Manager, Alternative Investments / Fixed Income at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments July 2013 - Present
Sun Life Financial August 2011 - October 2011
OFI Institutional Asset Management 2002 - 2009
Miller, Anderson, & Sherrerd (Morgan Stanley) 1992 - 2002
Education
University of Pennsylvania 1985 — 1990
Economics
New York University 1982 — 1985
BA, Economics
Pioneer Investments July 2013 - Present
Sun Life Financial August 2011 - October 2011
OFI Institutional Asset Management 2002 - 2009
Miller, Anderson, & Sherrerd (Morgan Stanley) 1992 - 2002
Education
University of Pennsylvania 1985 — 1990
Economics
New York University 1982 — 1985
BA, Economics
Jeff Bartley Jr's Sun Life Financial Experience 2008 - 2009
Job Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management December 2013 - Present
Natixis Global Asset Management June 2009 - Present
Sun Life Financial 2008 - 2009
Cartier 2007 - 2008
New Yorkers For Children 2006 - 2007
BPCM 2006 - 2006
Skills
Mutual Funds, Financial Services, Fixed Income, Investments, Series 7, Series 63, Sales Presentations, Portfolio Management, Asset Allocation, Securities, Alternative Investments, Asset Management
Education
New York University
BA, Sociology
Natixis Global Asset Management December 2013 - Present
Natixis Global Asset Management June 2009 - Present
Sun Life Financial 2008 - 2009
Cartier 2007 - 2008
New Yorkers For Children 2006 - 2007
BPCM 2006 - 2006
Skills
Mutual Funds, Financial Services, Fixed Income, Investments, Series 7, Series 63, Sales Presentations, Portfolio Management, Asset Allocation, Securities, Alternative Investments, Asset Management
Education
New York University
BA, Sociology
Michael Nagle, Jr.'s Sun Life Financial Experience November 2011 - August 2013
Job Operations Manager at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2011 - August 2013
Sun Life Financial September 2009 - November 2011
Bank of America February 2008 - February 2009
US Trust April 2005 - February 2007
State Street September 2003 - April 2005
Investors Bank & Trust January 2002 - September 2002
Northern Trust Retirement Consulting LLC October 2000 - December 2001
BNY Mellon May 1997 - September 2000
Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis
Education
Nichols College 1993 — 1998
BSBA, Accounting and Business/Management
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2011 - August 2013
Sun Life Financial September 2009 - November 2011
Bank of America February 2008 - February 2009
US Trust April 2005 - February 2007
State Street September 2003 - April 2005
Investors Bank & Trust January 2002 - September 2002
Northern Trust Retirement Consulting LLC October 2000 - December 2001
BNY Mellon May 1997 - September 2000
Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis
Education
Nichols College 1993 — 1998
BSBA, Accounting and Business/Management
Robert Brodeur's Sun Life Financial Experience January 2006 - August 2006
Job Sr Technical Documentation Specialist at Pegasystems
Industry Writing and Editing
Experience
Pegasystems July 2015 - Present
Pegasystems September 2013 - June 2015
Endurance International Group May 2009 - July 2013
IBM June 2008 - March 2009
Tufts Health Plan January 2007 - June 2007
Sun Life Financial January 2006 - August 2006
Skills
Editing, Software Documentation, Customer Service, Quality Assurance, Training, Analysis, Technical Writing, HTML, Social Media, Content Management
Education
Northeastern University 2004 — 2009
Bachelor’s Degree, English, Minor in Business Administration
Pegasystems July 2015 - Present
Pegasystems September 2013 - June 2015
Endurance International Group May 2009 - July 2013
IBM June 2008 - March 2009
Tufts Health Plan January 2007 - June 2007
Sun Life Financial January 2006 - August 2006
Skills
Editing, Software Documentation, Customer Service, Quality Assurance, Training, Analysis, Technical Writing, HTML, Social Media, Content Management
Education
Northeastern University 2004 — 2009
Bachelor’s Degree, English, Minor in Business Administration
Suzanna Colton's Sun Life Financial Experience January 2002 - Present
Job Local 149
Industry Restaurants
Experience
Sun Life Financial January 2002 - Present
The Biltmore Grille 2008 - May 2010
Education
Northeastern University 1992 — 1997
Criminal Justice
Oliver Ames High School
Sun Life Financial January 2002 - Present
The Biltmore Grille 2008 - May 2010
Education
Northeastern University 1992 — 1997
Criminal Justice
Oliver Ames High School
Alexander Pertsov's Sun Life Financial Experience May 2010 - November 2012
Job Director of Operations, Capify (formerly known as Amerimerchant)
Industry Financial Services
Experience
Capify July 2012 - Present
Sun Life Financial May 2010 - November 2012
Computershare January 2006 - June 2009
Computershare January 2003 - February 2006
Computershare January 2001 - January 2003
Merrill Lynch October 1998 - January 2001
Skills
Reconciliation, Middle Office, Stock, Back Office, Brokerage, Financial Accounting, Options, Settlement, Settlements, Restricted Stock, Corporate Actions, Plan Administration, SWIFT, ESOP, Fund Accounting, Transfer Agency, Client Service, Plan Implementation, Plan Design, Call Center, Confirmations, Financial Services, Analysis, Finance, Leadership, Risk Management, Management
Education
New York University 2003 — 2008
Bachelor of Arts, History
Capify July 2012 - Present
Sun Life Financial May 2010 - November 2012
Computershare January 2006 - June 2009
Computershare January 2003 - February 2006
Computershare January 2001 - January 2003
Merrill Lynch October 1998 - January 2001
Skills
Reconciliation, Middle Office, Stock, Back Office, Brokerage, Financial Accounting, Options, Settlement, Settlements, Restricted Stock, Corporate Actions, Plan Administration, SWIFT, ESOP, Fund Accounting, Transfer Agency, Client Service, Plan Implementation, Plan Design, Call Center, Confirmations, Financial Services, Analysis, Finance, Leadership, Risk Management, Management
Education
New York University 2003 — 2008
Bachelor of Arts, History
Linda Allen's Sun Life Financial Experience March 2010 - August 2013
Job Senior Product Manager, Specialty Products
Industry Insurance
Experience
John Hancock Financial Services October 2014 - Present
Delaware Life April 2014 - October 2014
Delaware Life August 2013 - April 2014
Sun Life Financial March 2010 - August 2013
Sun Life Financial 2006 - March 2010
Skills
Client Relationship..., Regulatory Matters and..., Operations, Product Filing, Life Insurance, Financial Services, Relationship Management, CRM, Strategic Planning, Employee Benefits, Retirement, BOLI, Insurance, Management
Education
New England Law Boston 2003 — 2007
JD, Law
University of Massachusetts, Amherst 1994 — 1998
John Hancock Financial Services October 2014 - Present
Delaware Life April 2014 - October 2014
Delaware Life August 2013 - April 2014
Sun Life Financial March 2010 - August 2013
Sun Life Financial 2006 - March 2010
Skills
Client Relationship..., Regulatory Matters and..., Operations, Product Filing, Life Insurance, Financial Services, Relationship Management, CRM, Strategic Planning, Employee Benefits, Retirement, BOLI, Insurance, Management
Education
New England Law Boston 2003 — 2007
JD, Law
University of Massachusetts, Amherst 1994 — 1998
Brendan McLaughlin's Sun Life Financial Experience January 2005 - January 2006
Job Senior Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Aracelis Cupid's Sun Life Financial Experience May 2010 - August 2013
Job Operations Specialist at Delaware Life Insurance Co
Industry Financial Services
Experience
Delaware Life Insurance Co August 2013 - Present
Sun Life Financial May 2010 - August 2013
Sun Life Financial November 2001 - May 2010
Skills
Insurance Background, Reinsurance, Claim, Banking, Insurance, Customer Service, Risk Management, Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, Process Improvement
Education
Newbury College
Delaware Life Insurance Co August 2013 - Present
Sun Life Financial May 2010 - August 2013
Sun Life Financial November 2001 - May 2010
Skills
Insurance Background, Reinsurance, Claim, Banking, Insurance, Customer Service, Risk Management, Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, Process Improvement
Education
Newbury College
JoAnne Aimola's Sun Life Financial Experience March 2005 - September 2010
Job Senior Underwriting Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
MassMutual Financial Group September 2013 - June 2015
J. Aimola Consulting January 2013 - September 2013
Universal Insurance Services October 2010 - January 2013
Universal Insurance Services October 2010 - March 2012
Sun Life Financial March 2005 - September 2010
Sun Life Financial February 1992 - March 2005
Skills
Underwriting, Insurance, Coaching, New Business Development, Negotiation, Medical Underwriting, Life Insurance, Term Life Insurance, Actuarial Science, Team Building, Business Analysis, Management, Long Term Care Insurance, Retirement, Whole Life, Customer Service, Fixed Annuities, Universal Life, Health Care Reform, Marketing, Employee Benefits, Finance, Critical Illness, Brokers, Leadership, Sales, Disability Insurance, Retirement Planning, Series 6
Education
Northeastern University
Bachelor of Science in Education with Honors, Physical Education, Health and Science
John Hancock Financial Services June 2015 - Present
MassMutual Financial Group September 2013 - June 2015
J. Aimola Consulting January 2013 - September 2013
Universal Insurance Services October 2010 - January 2013
Universal Insurance Services October 2010 - March 2012
Sun Life Financial March 2005 - September 2010
Sun Life Financial February 1992 - March 2005
Skills
Underwriting, Insurance, Coaching, New Business Development, Negotiation, Medical Underwriting, Life Insurance, Term Life Insurance, Actuarial Science, Team Building, Business Analysis, Management, Long Term Care Insurance, Retirement, Whole Life, Customer Service, Fixed Annuities, Universal Life, Health Care Reform, Marketing, Employee Benefits, Finance, Critical Illness, Brokers, Leadership, Sales, Disability Insurance, Retirement Planning, Series 6
Education
Northeastern University
Bachelor of Science in Education with Honors, Physical Education, Health and Science
Ellen Ruddock's Sun Life Financial Experience January 2008 - Present
Job Senior Reinsurance Business Process Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2008 - Present
Sun Life Financial April 1984 - December 2007
Skills
Business Analysis, Reinsurance, Insurance, Risk Management, Requirements Gathering, Investments, Process Improvement
Education
Newbury College 1999 — 2006
Associates, Business Management
Sun Life Financial January 2008 - Present
Sun Life Financial April 1984 - December 2007
Skills
Business Analysis, Reinsurance, Insurance, Risk Management, Requirements Gathering, Investments, Process Improvement
Education
Newbury College 1999 — 2006
Associates, Business Management
Carlos Brussa's Sun Life Financial Experience October 2011 - December 2012
Job Regional Vice President at Sun Life International
Industry Financial Services
Experience
Sun Life International January 2013 - Present
Sun Life Financial October 2011 - December 2012
TIAA-CREF April 2010 - October 2011
MFS Fund Distributors, Inc. 2000 - 2005
MFS Investment Management 2000 - 2005
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Separately Managed..., 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, FINRA, Securities, Asset Managment
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Finance and International Business
Sun Life International January 2013 - Present
Sun Life Financial October 2011 - December 2012
TIAA-CREF April 2010 - October 2011
MFS Fund Distributors, Inc. 2000 - 2005
MFS Investment Management 2000 - 2005
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Separately Managed..., 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, FINRA, Securities, Asset Managment
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Finance and International Business
Jean Gilles's Sun Life Financial Experience July 2006 - October 2006
Job Administrative Support Associate at Dana Farber Cancer Institute
Industry Human Resources
Experience
Dana-Farber Cancer Institute November 2012 - Present
Dana-Farber Cancer Institute January 2012 - Present
H&R Block 2012 - 2012
Computershare Shareholder Services October 2006 - November 2009
Sun-Life Financial July 2006 - October 2006
CVS Caremark Inc January 2002 - July 2006
Skills
Accounting, Customer Service, Administration, Administrative Support, Investments, Corporate Actions, Documentation, Building Relationships, Database Administration, Human Resources, Administrative..., Software Documentation, Data Entry, HRIS, Talent Acquisition, Public Relations, Microsoft Office, PeopleSoft, Exceptional People..., Communication, Relationship-builder..., Business Process..., Executive Support, Organization, Employee Training, Customer Oriented, New Hire Orientations, Goal Oriented, Vendor Relationships, Business Relationship..., Procurement, Microsoft Excel, Operations Management, Result Oriented, Onboarding, Employee Benefits, Administrative..., PowerPoint, Microsoft Word, Time Management, Management
Education
New England College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
New England College of Business and Finance 2012 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Roxbury Community College 2009 — 2011
Associates degree, Business Administration
Northeastern University
Bachelor of Science, Business Administration
Dana-Farber Cancer Institute November 2012 - Present
Dana-Farber Cancer Institute January 2012 - Present
H&R Block 2012 - 2012
Computershare Shareholder Services October 2006 - November 2009
Sun-Life Financial July 2006 - October 2006
CVS Caremark Inc January 2002 - July 2006
Skills
Accounting, Customer Service, Administration, Administrative Support, Investments, Corporate Actions, Documentation, Building Relationships, Database Administration, Human Resources, Administrative..., Software Documentation, Data Entry, HRIS, Talent Acquisition, Public Relations, Microsoft Office, PeopleSoft, Exceptional People..., Communication, Relationship-builder..., Business Process..., Executive Support, Organization, Employee Training, Customer Oriented, New Hire Orientations, Goal Oriented, Vendor Relationships, Business Relationship..., Procurement, Microsoft Excel, Operations Management, Result Oriented, Onboarding, Employee Benefits, Administrative..., PowerPoint, Microsoft Word, Time Management, Management
Education
New England College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
New England College of Business and Finance 2012 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Roxbury Community College 2009 — 2011
Associates degree, Business Administration
Northeastern University
Bachelor of Science, Business Administration
Alexis Flanagan's Sun Life Financial Experience January 2007 - January 2009
Job Senior Training and Development Specialist
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
Sun Life Financial January 2007 - January 2009
Sun Life Financial January 2003 - January 2007
Sun Life Financial January 1999 - January 2003
Skills
Captivate, Needs Analysis, Training Delivery, Instructional Design, Training, Instructor-led Training, Coaching, Leadership Development, Performance Management
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
Sun Life Financial January 2007 - January 2009
Sun Life Financial January 2003 - January 2007
Sun Life Financial January 1999 - January 2003
Skills
Captivate, Needs Analysis, Training Delivery, Instructional Design, Training, Instructor-led Training, Coaching, Leadership Development, Performance Management
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Monica Mell's Sun Life Financial Experience August 2004 - August 2006
Job Senior Applications Specialist at MEDITECH
Industry Computer Software
Experience
MEDITECH August 2006 - Present
Sun Life Financial August 2004 - August 2006
Skills
Meditech, Software Implementation, Healthcare Information..., EMR, EHR, HL7, CPOE, Informatics, Cerner, Software Documentation, Healthcare Consulting, Ambulatory
Education
Nichols College 1999 — 2003
BSBA, Business Management
Falmouth High School
MEDITECH August 2006 - Present
Sun Life Financial August 2004 - August 2006
Skills
Meditech, Software Implementation, Healthcare Information..., EMR, EHR, HL7, CPOE, Informatics, Cerner, Software Documentation, Healthcare Consulting, Ambulatory
Education
Nichols College 1999 — 2003
BSBA, Business Management
Falmouth High School
Elizabeth (Betsy) Lindsey's Sun Life Financial Experience November 2011 - Present
Job Life Claims Specialist
Industry Insurance
Experience
Sun Life Financial November 2011 - Present
Sun Life Financial 2007 - 2010
Sun Life Financial 2005 - 2007
Sun Life Financial 2002 - 2005
Sun Life Financial 2001 - 2002
Sun Life Financial 1998 - 2001
Sun Life Financial 1992 - 1998
Education
NORTHEASTERN UNIVERSITY
Associates of Science, Arts & Sciences
New England Conservatory of Music
Bachelor of Music, Vocal Performance
Sun Life Financial November 2011 - Present
Sun Life Financial 2007 - 2010
Sun Life Financial 2005 - 2007
Sun Life Financial 2002 - 2005
Sun Life Financial 2001 - 2002
Sun Life Financial 1998 - 2001
Sun Life Financial 1992 - 1998
Education
NORTHEASTERN UNIVERSITY
Associates of Science, Arts & Sciences
New England Conservatory of Music
Bachelor of Music, Vocal Performance
Carolyn Festa's Sun Life Financial Experience 1995 - 2000
Job Benefit Consultant at Gallagher Benefit Services
Industry Insurance
Experience
Gallagher Benefit Services February 2003 - Present
Canada Life 2000 - 2002
Sun Life Financial 1995 - 2000
Education
Northeastern University
Gallagher Benefit Services February 2003 - Present
Canada Life 2000 - 2002
Sun Life Financial 1995 - 2000
Education
Northeastern University
Anthony D'Amato's Sun Life Financial Experience March 2011 - July 2013
Job Director of IT Quality Assurance at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - July 2013
Sun Life Financial March 2006 - March 2011
Sun Life Financial March 2004 - March 2006
Sun Life Financial November 2000 - March 2004
Sun Life Financial May 1998 - November 2000
Sun Life Financial December 1996 - May 1998
Skills
User Acceptance Testing, Quality Center, SDLC, Quality Assurance, Business Requirements, Testing, Requirements Analysis, Metrics, Lotus Notes, Systems Analysis, Risk Management, Software Quality...
Education
Northeastern University 1998 — 2000
Cerificate System Analyst, Programming and System Analysis
Suffolk University - Sawyer Business School 1990 — 1994
BSBA, IT, Marketing
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - July 2013
Sun Life Financial March 2006 - March 2011
Sun Life Financial March 2004 - March 2006
Sun Life Financial November 2000 - March 2004
Sun Life Financial May 1998 - November 2000
Sun Life Financial December 1996 - May 1998
Skills
User Acceptance Testing, Quality Center, SDLC, Quality Assurance, Business Requirements, Testing, Requirements Analysis, Metrics, Lotus Notes, Systems Analysis, Risk Management, Software Quality...
Education
Northeastern University 1998 — 2000
Cerificate System Analyst, Programming and System Analysis
Suffolk University - Sawyer Business School 1990 — 1994
BSBA, IT, Marketing
Elizabeth Ducey's Sun Life Financial Experience December 2013 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Sun Life Financial December 2013 - Present
Mercer 2012 - 2013
Eaton Vance July 2011 - March 2012
Roche Bros August 2005 - July 2011
Skills
Customer Service, Mutual Funds, Customer Retention, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Time Management, Telephone Skills, Sales, Teamwork, Access, Retail, Team Leadership, Management, Social Media, Customer Satisfaction, Employee Relations
Education
Nichols College 2007 — 2011
Bachelor, Science Business Administration; Marketing
Sun Life Financial December 2013 - Present
Mercer 2012 - 2013
Eaton Vance July 2011 - March 2012
Roche Bros August 2005 - July 2011
Skills
Customer Service, Mutual Funds, Customer Retention, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Time Management, Telephone Skills, Sales, Teamwork, Access, Retail, Team Leadership, Management, Social Media, Customer Satisfaction, Employee Relations
Education
Nichols College 2007 — 2011
Bachelor, Science Business Administration; Marketing
Ashley Oliver's Sun Life Financial Experience November 2007 - May 2008
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2008 - Present
Sun Life Financial November 2007 - May 2008
Sun Life Financial November 2005 - October 2007
Skills
Highly motivated..., Consultative Sales..., Economics
Education
Northeastern University 2000 — 2005
Bachelor's degree, Political Science and Government
Cheshire Academy 1994 — 1999
Prudential Financial October 2008 - Present
Sun Life Financial November 2007 - May 2008
Sun Life Financial November 2005 - October 2007
Skills
Highly motivated..., Consultative Sales..., Economics
Education
Northeastern University 2000 — 2005
Bachelor's degree, Political Science and Government
Cheshire Academy 1994 — 1999
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.