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
Heather McLeod Heather McLeod's Sun Life Financial Experience November 2004 - April 2007
Job Organizational Development Analyst at Stantec
Industry Design
Experience
Stantec July 2011 - Present
Stantec August 2007 - July 2011
Sun Life Financial November 2004 - April 2007
Sun Life Financial July 2004 - November 2004
Sun Life Financial October 2003 - July 2004
Skills
Employee Benefits, Employee Relations, Human Resources, Benefits Administration, HRIS, Employee Engagement, Recruiting, Change Management, Performance Management, Onboarding, Workforce Planning, Project Management, Succession Planning, Microsoft Office, Talent Management, Outlook, Customer Service, Organizational..., Training, Organizational..., HR Consulting, Time Management, Leadership Development, 360 Degree Assessment, Personality Assessment, Public Speaking, Mentoring, Personnel Management, Interviews, HR Policies, New Hire Orientations, Employee Training, Career Development, Team Building, Strategic HR, Workshop Facilitation, Job Analysis, Job Descriptions, Talent Acquisition, Conflict Resolution, Performance Appraisal, Coaching, Leadership, Career Counseling, Strategy
Education
Northern Alberta Institute of Technology 2005 — 2008
Northern Alberta Institute of Technology 2007 — 2007
Certificate of Human Resource Management
Northern Alberta Institute of Technology 2005 — 2007
Businesses Management Honors Diploma
Stantec July 2011 - Present
Stantec August 2007 - July 2011
Sun Life Financial November 2004 - April 2007
Sun Life Financial July 2004 - November 2004
Sun Life Financial October 2003 - July 2004
Skills
Employee Benefits, Employee Relations, Human Resources, Benefits Administration, HRIS, Employee Engagement, Recruiting, Change Management, Performance Management, Onboarding, Workforce Planning, Project Management, Succession Planning, Microsoft Office, Talent Management, Outlook, Customer Service, Organizational..., Training, Organizational..., HR Consulting, Time Management, Leadership Development, 360 Degree Assessment, Personality Assessment, Public Speaking, Mentoring, Personnel Management, Interviews, HR Policies, New Hire Orientations, Employee Training, Career Development, Team Building, Strategic HR, Workshop Facilitation, Job Analysis, Job Descriptions, Talent Acquisition, Conflict Resolution, Performance Appraisal, Coaching, Leadership, Career Counseling, Strategy
Education
Northern Alberta Institute of Technology 2005 — 2008
Northern Alberta Institute of Technology 2007 — 2007
Certificate of Human Resource Management
Northern Alberta Institute of Technology 2005 — 2007
Businesses Management Honors Diploma
Bambi K. Sidwell Bambi K. Sidwell's Sun Life Financial Experience 2007 - 2009
Job Owner at Sidwell insurance Services, LLC
Industry Insurance
Experience
Sidwell insurance Services, LLC April 2010 - Present
Sidwell Insurance Agency 2009 - Present
Sun Life Financial 2007 - 2009
Genworth Financial 2005 - 2007
Boeing 2003 - 2005
Skills
Insurance, Employee Benefits, Sales, Strategic Planning, Customer Service, Health Insurance, Marketing Strategy, Farming, Agriculture, Long-term Care, Leadership, Risk Management, Account Management, Team Building, Small Business, Disability Insurance
Education
Oklahoma State University 1999 — 2003
Agriculture Economics/Finance
Sidwell insurance Services, LLC April 2010 - Present
Sidwell Insurance Agency 2009 - Present
Sun Life Financial 2007 - 2009
Genworth Financial 2005 - 2007
Boeing 2003 - 2005
Skills
Insurance, Employee Benefits, Sales, Strategic Planning, Customer Service, Health Insurance, Marketing Strategy, Farming, Agriculture, Long-term Care, Leadership, Risk Management, Account Management, Team Building, Small Business, Disability Insurance
Education
Oklahoma State University 1999 — 2003
Agriculture Economics/Finance
Emily Dampf Emily Dampf's Sun Life Financial Experience January 2013 - June 2013
Job Decision Support Analyst, Knowledge Practice Area at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group June 2015 - Present
The Boston Consulting Group July 2014 - June 2015
The Boston Consulting Group January 2014 - June 2014
Northeastern University Mathematics Department January 2014 - February 2014
Sun Life Financial January 2013 - June 2013
EnerNOC January 2012 - June 2012
Skills
Access, VBA, Microsoft Excel, Statistics, Data Analysis, Process Improvement, Probability, Finance, Financial Modeling, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Mathematics and Finance
Rhinebeck High School 2006 — 2010
The Boston Consulting Group June 2015 - Present
The Boston Consulting Group July 2014 - June 2015
The Boston Consulting Group January 2014 - June 2014
Northeastern University Mathematics Department January 2014 - February 2014
Sun Life Financial January 2013 - June 2013
EnerNOC January 2012 - June 2012
Skills
Access, VBA, Microsoft Excel, Statistics, Data Analysis, Process Improvement, Probability, Finance, Financial Modeling, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Mathematics and Finance
Rhinebeck High School 2006 — 2010
Elaine Dreher Elaine Dreher's Sun Life Financial Experience 2005 - 2006
Job Senior Manager, Financial and Accounting Systems
Industry Financial Services
Experience
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Steve Peckitt Steve Peckitt's Sun Life Financial Experience August 2010 - December 2013
Job Experienced Sales Consultant
Industry Financial Services
Experience
The Edge Benefits January 2014 - Present
Sun Life Financial August 2010 - December 2013
B2B Trust October 2008 - August 2010
SISIP Financial Services 2002 - 2008
Foresters 2000 - 2002
Skills
Team Building, Mentoring, Fundraising, Strategic Planning, Insurance, Investments, Sales Management, Customer Relations, Coaching, Customer Service, New Business Development, Risk Management, Problem Solving, Negotiation, Financial Planning, Public Speaking, Business Strategy, Budgeting, Budgets, Strategic Financial..., Financial Services, Retirement Planning, Critical Illness
Education
Northern Alberta Institute of Technology 1981 — 1984
Marketing, Administrative Management
The Edge Benefits January 2014 - Present
Sun Life Financial August 2010 - December 2013
B2B Trust October 2008 - August 2010
SISIP Financial Services 2002 - 2008
Foresters 2000 - 2002
Skills
Team Building, Mentoring, Fundraising, Strategic Planning, Insurance, Investments, Sales Management, Customer Relations, Coaching, Customer Service, New Business Development, Risk Management, Problem Solving, Negotiation, Financial Planning, Public Speaking, Business Strategy, Budgeting, Budgets, Strategic Financial..., Financial Services, Retirement Planning, Critical Illness
Education
Northern Alberta Institute of Technology 1981 — 1984
Marketing, Administrative Management
Kacie Conroy Kacie Conroy's Sun Life Financial Experience July 2015 - Present
Job MultiLine Claims Admin at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial July 2014 - July 2015
Sun Life Financial July 2013 - July 2014
The Law Office of Savage and Savage July 2012 - July 2013
Event Management November 2009 - June 2013
Skills
Communication, Problem Solving, Emotional Intelligence, Social Media, Content Management, Change Management, Consultation, Creative Direction, Creative Writing, Work Autonomously, Wiki Markup, Branding & Identity, Research, HTML, Marketing, Project Management, Team Leadership, Stage Management
Education
Northeastern University 2009 — 2014
Bachelor of Arts (B.A.), Communications, Cum Laude
Sun Life Financial July 2015 - Present
Sun Life Financial July 2014 - July 2015
Sun Life Financial July 2013 - July 2014
The Law Office of Savage and Savage July 2012 - July 2013
Event Management November 2009 - June 2013
Skills
Communication, Problem Solving, Emotional Intelligence, Social Media, Content Management, Change Management, Consultation, Creative Direction, Creative Writing, Work Autonomously, Wiki Markup, Branding & Identity, Research, HTML, Marketing, Project Management, Team Leadership, Stage Management
Education
Northeastern University 2009 — 2014
Bachelor of Arts (B.A.), Communications, Cum Laude
Bart Pukowiec's Sun Life Financial Experience March 2006 - August 2006
Job Benefits Advisor at JC Rose Associates
Industry Insurance
Experience
JC Rose Associates June 2015 - Present
Physicians Plus Insurance Corporation October 2010 - June 2015
Physicians Plus Insurance Corporation February 2007 - September 2010
Sun Life Financial March 2006 - August 2006
Unity Health Insurance December 2003 - August 2005
Skills
New Business..., New Business Development, Account Management, Sales, Sales Process, Strategic Planning, Health Care Systems, Health Insurance, Customer Service, Claims Resolution, Claims Management, Product Development, Service Implementation, Medical Billing, Debt Settlement, Retail Category..., High Rise Residential, Bilingual, Employee Benefits, Medicare, Managed Care, Claim, HMO, Disability Insurance, Life Insurance, Insurance, Healthcare, Management
Education
Northern Alberta Institute of Technology 1997 — 2000
Accounting and Finance
JC Rose Associates June 2015 - Present
Physicians Plus Insurance Corporation October 2010 - June 2015
Physicians Plus Insurance Corporation February 2007 - September 2010
Sun Life Financial March 2006 - August 2006
Unity Health Insurance December 2003 - August 2005
Skills
New Business..., New Business Development, Account Management, Sales, Sales Process, Strategic Planning, Health Care Systems, Health Insurance, Customer Service, Claims Resolution, Claims Management, Product Development, Service Implementation, Medical Billing, Debt Settlement, Retail Category..., High Rise Residential, Bilingual, Employee Benefits, Medicare, Managed Care, Claim, HMO, Disability Insurance, Life Insurance, Insurance, Healthcare, Management
Education
Northern Alberta Institute of Technology 1997 — 2000
Accounting and Finance
Carrie Caskey Carrie Caskey's Sun Life Financial Experience November 2012 - June 2013
Job Field Service Consultant at MetLife
Industry Financial Services
Experience
MetLife June 2013 - Present
Sun Life Financial November 2012 - June 2013
Prudential Financial July 1999 - November 2012
MetLife July 1997 - August 1999
Skills
Account Management, Series 6, Insurance, Series 63, Disability Insurance, Life Insurance, Underwriting, Employee Benefits
Education
Northern Illinois University
Bachelor's degree, History
Thornridge High School
MetLife June 2013 - Present
Sun Life Financial November 2012 - June 2013
Prudential Financial July 1999 - November 2012
MetLife July 1997 - August 1999
Skills
Account Management, Series 6, Insurance, Series 63, Disability Insurance, Life Insurance, Underwriting, Employee Benefits
Education
Northern Illinois University
Bachelor's degree, History
Thornridge High School
Laura Trigger's Sun Life Financial Experience August 2015 - Present
Job Learning and Development Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Northeastern University Undergraduate Admissions September 2013 - May 2015
TJX January 2014 - August 2014
Smartleaf January 2013 - June 2013
Saile Group LLC May 2012 - September 2012
American Eagle Outfitters May 2011 - August 2011
BBL Construction Services June 2009 - August 2010
Skills
Customer Service, Retail, Human Resources, Excel, Photoshop, Microsoft Office, Goal Oriented, Hard Worker, Communication, Team Oriented, Leader, Educational Leadership, Time Management, Work Ethic, Leadership, Writing, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's of Science, Psychology, 3.9
Niskayuna High School 2006 — 2010
High School Degree, Advanced Regents Diploma with High Honors, 3.8
Sun Life Financial August 2015 - Present
Northeastern University Undergraduate Admissions September 2013 - May 2015
TJX January 2014 - August 2014
Smartleaf January 2013 - June 2013
Saile Group LLC May 2012 - September 2012
American Eagle Outfitters May 2011 - August 2011
BBL Construction Services June 2009 - August 2010
Skills
Customer Service, Retail, Human Resources, Excel, Photoshop, Microsoft Office, Goal Oriented, Hard Worker, Communication, Team Oriented, Leader, Educational Leadership, Time Management, Work Ethic, Leadership, Writing, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's of Science, Psychology, 3.9
Niskayuna High School 2006 — 2010
High School Degree, Advanced Regents Diploma with High Honors, 3.8
Tim D. Kelly Tim D. Kelly's Sun Life Financial Experience April 2009 - July 2013
Job Employee Benefits Specialist at The Standard
Industry Insurance
Experience
The Standard July 2013 - Present
Sun Life Financial April 2009 - July 2013
Oregon State University April 2007 - June 2009
Skills
Employee Benefits, Customer Service, Disability Insurance, Life Insurance, Dental Insurance, Physician Disability..., Attorney Disability..., Voluntary Products, Enrollment Services, Consultative Approach, Leadership, Insurance, Group Insurance
Education
Oregon State University 2007 — 2009
Bachelors of Science, Business Administration; Emphasis in Marketing Management
The Standard July 2013 - Present
Sun Life Financial April 2009 - July 2013
Oregon State University April 2007 - June 2009
Skills
Employee Benefits, Customer Service, Disability Insurance, Life Insurance, Dental Insurance, Physician Disability..., Attorney Disability..., Voluntary Products, Enrollment Services, Consultative Approach, Leadership, Insurance, Group Insurance
Education
Oregon State University 2007 — 2009
Bachelors of Science, Business Administration; Emphasis in Marketing Management
Ed Milano Ed Milano's Sun Life Financial Experience July 2013 - Present
Job VP Marketing, Sun Life Financial U.S. at Sun Life Financial
Industry Design
Experience
Sun Life Financial July 2013 - Present
Center for Creative Leadership September 2012 - March 2014
Continuum July 2000 - April 2013
Continuum September 2009 - December 2011
Continuum May 1997 - November 2000
Continuum July 1996 - June 2000
AMMIRATI PURIS LINTAS ADVERTISING April 1995 - June 1996
BOZELL WORLDWIDE ADVERTISING October 1987 - April 1995
Education
Northwestern University 1984 — 1987
BA, Economics
Sun Life Financial July 2013 - Present
Center for Creative Leadership September 2012 - March 2014
Continuum July 2000 - April 2013
Continuum September 2009 - December 2011
Continuum May 1997 - November 2000
Continuum July 1996 - June 2000
AMMIRATI PURIS LINTAS ADVERTISING April 1995 - June 1996
BOZELL WORLDWIDE ADVERTISING October 1987 - April 1995
Education
Northwestern University 1984 — 1987
BA, Economics
J. Tyler Thims J. Tyler Thims's Sun Life Financial Experience March 2012 - Present
Job East Region Worksite Leader
Industry Insurance
Experience
Sun Life Financial March 2012 - Present
Unum September 2009 - March 2012
Barresi Financial, Inc. January 2008 - February 2009
Unum September 2000 - January 2008
Unum August 1999 - September 2000
Skills
Employee Benefits, Insurance, Disability Insurance, New Business Development, Long Term Care, Strategic Planning, Consultative Selling, Sales, Selling, Long-term Care, Critical Illness, Leadership, Management, Health Insurance, Brokers, Sales Operations, Benefits Administration, Fixed Annuities, Sales Management
Education
Northern Arizona University 1996 — 1999
BSBA, Marketing
University of Maine 1994 — 1996
Forestry, Business
Greely High School 1990 — 1994
Sun Life Financial March 2012 - Present
Unum September 2009 - March 2012
Barresi Financial, Inc. January 2008 - February 2009
Unum September 2000 - January 2008
Unum August 1999 - September 2000
Skills
Employee Benefits, Insurance, Disability Insurance, New Business Development, Long Term Care, Strategic Planning, Consultative Selling, Sales, Selling, Long-term Care, Critical Illness, Leadership, Management, Health Insurance, Brokers, Sales Operations, Benefits Administration, Fixed Annuities, Sales Management
Education
Northern Arizona University 1996 — 1999
BSBA, Marketing
University of Maine 1994 — 1996
Forestry, Business
Greely High School 1990 — 1994
Janet Gautieri Janet Gautieri's Sun Life Financial Experience December 1988 - March 2012
Job Realtor at Keller Williams Realty
Industry Financial Services
Experience
Keller Williams Realty January 2013 - Present
Sun Life Financial December 1988 - March 2012
Skills
Series 6, series 63, Real Estate License, Annuities, Mutual Funds, Customer Service, Customer Relations, Process Improvement, Mentoring, Wealth Management, Fixed Annuities, Series 63, Risk Management, Investments, Relationship Management, Strategic Financial..., Financial Services, Asset Management, Securities, Employee Benefits, Series 7, Portfolio Management, Retirement, FINRA, Finance, Variable Annuities, Retirement Planning, Real Estate, Financial Planning
Education
Northeastern University
Bachelor of Science
Keller Williams Realty January 2013 - Present
Sun Life Financial December 1988 - March 2012
Skills
Series 6, series 63, Real Estate License, Annuities, Mutual Funds, Customer Service, Customer Relations, Process Improvement, Mentoring, Wealth Management, Fixed Annuities, Series 63, Risk Management, Investments, Relationship Management, Strategic Financial..., Financial Services, Asset Management, Securities, Employee Benefits, Series 7, Portfolio Management, Retirement, FINRA, Finance, Variable Annuities, Retirement Planning, Real Estate, Financial Planning
Education
Northeastern University
Bachelor of Science
Steven Morse Steven Morse's Sun Life Financial Experience 2008 - 2012
Job 2nd VP, IT Delivery at National Life Group
Industry Financial Services
Experience
National Life Group February 2013 - Present
Sun Life Financial 2008 - 2012
Sun Life Financial 2004 - 2008
Sun Life Financial 1998 - 2004
New England Financial 1989 - 1996
Skills
Project Management, Program Management, Insurance, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Analysis, Team Leadership, Strategic Planning, Change Management, Team Building, Outsourcing, Business Strategy, Project Planning, Coaching, Relationship Management, Leadership, Life Insurance, Fixed Annuities, Financial Services, Actuarial Science
Education
Northeastern University 1987 — 1989
M.S., Mathematics
Salem State College
B.S., Mathematics
National Life Group February 2013 - Present
Sun Life Financial 2008 - 2012
Sun Life Financial 2004 - 2008
Sun Life Financial 1998 - 2004
New England Financial 1989 - 1996
Skills
Project Management, Program Management, Insurance, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Analysis, Team Leadership, Strategic Planning, Change Management, Team Building, Outsourcing, Business Strategy, Project Planning, Coaching, Relationship Management, Leadership, Life Insurance, Fixed Annuities, Financial Services, Actuarial Science
Education
Northeastern University 1987 — 1989
M.S., Mathematics
Salem State College
B.S., Mathematics
Maame Agyekum Maame Agyekum's Sun Life Financial Experience November 2014 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2014 - Present
Centre of Excellence in Financial Services Education January 2013 - June 2014
Ipsos North America 2011 - 2012
Centre for Policy Analysis (CEPA) 2003 - 2010
Strategic African Securities (SAS) 2000 - 2002
National Century Fiancial Enterprises (NCFE) 1994 - 2000
Skills
Economics, Forecasting, Macroeconomics, SAS, Research, Econometric Modeling, Economic Research, Econometrics, Development Economics, Stata, Investments, Microeconomics, Economic Modeling, International Economics, Quantitative Research, Economic Policy, Data Analysis, Policy Analysis, Qualitative Research
Education
University of Manitoba 2011 — 2012
Advanced Economics Courses
Ohio University
Master of Arts (M.A.), International Affairs
Ohio University
Master of Arts (M.A.), Economics
St. Francis Xavier University
Bachelor of Arts (B.A.), Economics
Sun Life Financial November 2014 - Present
Centre of Excellence in Financial Services Education January 2013 - June 2014
Ipsos North America 2011 - 2012
Centre for Policy Analysis (CEPA) 2003 - 2010
Strategic African Securities (SAS) 2000 - 2002
National Century Fiancial Enterprises (NCFE) 1994 - 2000
Skills
Economics, Forecasting, Macroeconomics, SAS, Research, Econometric Modeling, Economic Research, Econometrics, Development Economics, Stata, Investments, Microeconomics, Economic Modeling, International Economics, Quantitative Research, Economic Policy, Data Analysis, Policy Analysis, Qualitative Research
Education
University of Manitoba 2011 — 2012
Advanced Economics Courses
Ohio University
Master of Arts (M.A.), International Affairs
Ohio University
Master of Arts (M.A.), Economics
St. Francis Xavier University
Bachelor of Arts (B.A.), Economics
Gabriel Feldstein's Sun Life Financial Experience July 2013 - December 2013
Job Office Coordinator and Grantmaking Assistant
Industry
Experience
EdVestors December 2014 - Present
Newton South High School December 2011 - Present
Laugh Boston December 2014 - May 2015
Northeastern Writing Center January 2014 - December 2014
Sun Life Financial July 2013 - December 2013
Improv Asylum January 2011 - June 2013
National Geographic Learning January 2012 - June 2012
Skills
Humorist, Social Media, Marketing, Microsoft Office, Writing, Blogging, Editing, Corporate Communications, Creative Writing, Internal Communications, Strategic Communications, Copywriting, Facebook, Marketing Communications, Proofreading, Copy Editing, Press Releases, Event Planning, PowerPoint
Education
Northeastern University 2010 — 2015
Bachelor's degree, English Language and Literature
Newton South
EdVestors December 2014 - Present
Newton South High School December 2011 - Present
Laugh Boston December 2014 - May 2015
Northeastern Writing Center January 2014 - December 2014
Sun Life Financial July 2013 - December 2013
Improv Asylum January 2011 - June 2013
National Geographic Learning January 2012 - June 2012
Skills
Humorist, Social Media, Marketing, Microsoft Office, Writing, Blogging, Editing, Corporate Communications, Creative Writing, Internal Communications, Strategic Communications, Copywriting, Facebook, Marketing Communications, Proofreading, Copy Editing, Press Releases, Event Planning, PowerPoint
Education
Northeastern University 2010 — 2015
Bachelor's degree, English Language and Literature
Newton South
Terra Oliszczak Terra Oliszczak's Sun Life Financial Experience June 2014 - Present
Job Broker & Employee Licensing Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
BNY Mellon, ClearSky Services 2009 - 2013
BNY Mellon, ClearSky Services 2001 - 2009
Skills
CRM, Customer Service, Microsoft Excel, Management, Financial Services, Mutual Funds, Finance
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Sun Life Financial June 2014 - Present
BNY Mellon, ClearSky Services 2009 - 2013
BNY Mellon, ClearSky Services 2001 - 2009
Skills
CRM, Customer Service, Microsoft Excel, Management, Financial Services, Mutual Funds, Finance
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Gary D'Entremont Gary D'Entremont's Sun Life Financial Experience 2005 - 2006
Job Associate Financial Representative Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2012 - Present
Fidelity Investments - Devonshire Investors June 2007 - August 2011
Sun Life Financial 2005 - 2006
Education
Northeastern University
Northwestern Mutual January 2012 - Present
Fidelity Investments - Devonshire Investors June 2007 - August 2011
Sun Life Financial 2005 - 2006
Education
Northeastern University
Darren Neigel Darren Neigel's Sun Life Financial Experience 2014 - July 2014
Job Extended STD Abilities Case Manager at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial 2014 - July 2014
Safway Services Canada Inc May 2012 - November 2013
Hoerbiger (Canada) LTD. October 2011 - April 2012
Liquor Stores GP Inc September 2010 - August 2011
Save on Foods June 1999 - May 2010
Finning (Canada) April 2007 - November 2008
Skills
HR Policies, Employee Relations, Onboarding, Talent Acquisition, Human Resources, Employee Benefits, New Hire Orientations, Labor Relations, Workforce Planning, Employee Engagement, Benefits Administration, HRIS, Job Descriptions, Performance Management, Recruiting, Applicant Tracking..., Personnel Management, Succession Planning, Talent Management, Interviews, Deferred Compensation, Payroll
Education
Northern Alberta Institute of Technology 2005 — 2007
Management, Human Resources
Sun Life Financial 2014 - July 2014
Safway Services Canada Inc May 2012 - November 2013
Hoerbiger (Canada) LTD. October 2011 - April 2012
Liquor Stores GP Inc September 2010 - August 2011
Save on Foods June 1999 - May 2010
Finning (Canada) April 2007 - November 2008
Skills
HR Policies, Employee Relations, Onboarding, Talent Acquisition, Human Resources, Employee Benefits, New Hire Orientations, Labor Relations, Workforce Planning, Employee Engagement, Benefits Administration, HRIS, Job Descriptions, Performance Management, Recruiting, Applicant Tracking..., Personnel Management, Succession Planning, Talent Management, Interviews, Deferred Compensation, Payroll
Education
Northern Alberta Institute of Technology 2005 — 2007
Management, Human Resources
Paul Prospero Paul Prospero's Sun Life Financial Experience May 2007 - March 2012
Job Regional Pharmaceutical Sales Rep
Industry Financial Services
Experience
Beutlich Pharmaceuticals LLC April 2014 - Present
Guardian Life October 2013 - March 2014
Sun Life Financial May 2007 - March 2012
Skills
Consultative Sales, Relationship Management, New Business Development, Competitive Intelligence, Sales Presentations, Customer Service, Territory Management, Series 6, Series 63, Sales, Mutual Funds, Fixed Annuities, Management, Leadership, Sales Management
Education
Pace University
BA, Political Science
Beutlich Pharmaceuticals LLC April 2014 - Present
Guardian Life October 2013 - March 2014
Sun Life Financial May 2007 - March 2012
Skills
Consultative Sales, Relationship Management, New Business Development, Competitive Intelligence, Sales Presentations, Customer Service, Territory Management, Series 6, Series 63, Sales, Mutual Funds, Fixed Annuities, Management, Leadership, Sales Management
Education
Pace University
BA, Political Science
Derek McClary CLU CHFC CPCA Derek McClary CLU CHFC CPCA's Sun Life Financial Experience 1990 - 1998
Job President & CEO at McClary Financial Inc.
Industry Financial Services
Experience
McClary Financial Inc. January 1990 - Present
Sun Life Financial 1990 - 1998
Education
Crandell Unveristy 1977 — 1980
Associate of Arts
Nova Scotia Community College 1975 — 1976
Electronics
McClary Financial Inc. January 1990 - Present
Sun Life Financial 1990 - 1998
Education
Crandell Unveristy 1977 — 1980
Associate of Arts
Nova Scotia Community College 1975 — 1976
Electronics
Lawrence Chow Lawrence Chow's Sun Life Financial Experience May 2005 - June 2009
Job Director at Visalus Sciences
Industry Restaurants
Experience
Visalus Sciences October 2011 - Present
Mucho Burrito Fresh Mexican Grill October 2009 - Present
Sun Life Financial May 2005 - June 2009
Workers' Compensation Board 1990 - 2003
Education
Northern Alberta Institute of Technology 1984 — 1986
Business, Administrative Management
M.E. Lazerte High School 1980 — 1983
Visalus Sciences October 2011 - Present
Mucho Burrito Fresh Mexican Grill October 2009 - Present
Sun Life Financial May 2005 - June 2009
Workers' Compensation Board 1990 - 2003
Education
Northern Alberta Institute of Technology 1984 — 1986
Business, Administrative Management
M.E. Lazerte High School 1980 — 1983
Tom Snow Tom Snow's Sun Life Financial Experience July 2006 - February 2008
Job Director WC Medical Bill & Offshore Operations at The Hartford
Industry Insurance
Experience
The Hartford July 2015 - Present
The Hartford December 2010 - June 2015
The Hartford February 2008 - December 2010
Sun Life Financial July 2006 - February 2008
GE Financial Assurance September 2003 - July 2006
GE Financial Assurance October 2001 - September 2003
GE Financial Assurance November 1999 - October 2001
GE Financial Assurance January 1998 - November 1999
Pioneer Management Systems September 1994 - April 1998
First Connecticut Life Insurance Company February 1991 - September 1994
Skills
Six Sigma, Process Improvement, Change Management, Process Engineering, Business Process, BPO Process Oversight &..., Cross-functional Team..., Strategy, Program Management, Leadership, Product Management, Employee Benefits, Supply Chain Management, Strategic Planning, Business Strategy, Vendor Management, Claim, Management, Operations Management, Budgets, Project Management, Training, Project Planning, Lean Manufacturing, Business Process..., Risk Management, Operational Excellence, Business Analysis, Business Process..., Project Portfolio..., Finance, Analysis, Outsourcing, Management Consulting, Executive Management, Business Transformation, Performance Management, IT Strategy, PMO, Mergers & Acquisitions, Business Process Mapping, Performance Improvement, Workers Compensation, Lean Transformation
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Economics
The Hartford July 2015 - Present
The Hartford December 2010 - June 2015
The Hartford February 2008 - December 2010
Sun Life Financial July 2006 - February 2008
GE Financial Assurance September 2003 - July 2006
GE Financial Assurance October 2001 - September 2003
GE Financial Assurance November 1999 - October 2001
GE Financial Assurance January 1998 - November 1999
Pioneer Management Systems September 1994 - April 1998
First Connecticut Life Insurance Company February 1991 - September 1994
Skills
Six Sigma, Process Improvement, Change Management, Process Engineering, Business Process, BPO Process Oversight &..., Cross-functional Team..., Strategy, Program Management, Leadership, Product Management, Employee Benefits, Supply Chain Management, Strategic Planning, Business Strategy, Vendor Management, Claim, Management, Operations Management, Budgets, Project Management, Training, Project Planning, Lean Manufacturing, Business Process..., Risk Management, Operational Excellence, Business Analysis, Business Process..., Project Portfolio..., Finance, Analysis, Outsourcing, Management Consulting, Executive Management, Business Transformation, Performance Management, IT Strategy, PMO, Mergers & Acquisitions, Business Process Mapping, Performance Improvement, Workers Compensation, Lean Transformation
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Economics
Bruce Ripepi Bruce Ripepi's Sun Life Financial Experience November 2007 - December 2008
Job Ethics Officer at Citigroup Global Compliance
Industry Financial Services
Experience
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Lynn Ann Averill Lynn Ann Averill's Sun Life Financial Experience September 1999 - December 2010
Job Preservice Registered Nurse at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group 2015 - Present
Lynn Ann Averill 2011 - 2015
UnitedHealthcare Group 2011 - 2012
Sun Life Financial September 1999 - December 2010
Boston Medical Center January 1989 - 2004
Skills
Long-term Care, Hospitals, Meditech, Healthcare Management, Healthcare Information..., EMR, Cpr Certified, HIPAA, Critical Thinking, Medical Terminology
Education
Northeastern University 1996 — 1999
MHP Masters of Health Professions, Bouve College of Pharmacy and Health Sciences: Clinical Education
Northeastern University 1983 — 1988
BSN Nursing, College of Nursing
UnitedHealth Group 2015 - Present
Lynn Ann Averill 2011 - 2015
UnitedHealthcare Group 2011 - 2012
Sun Life Financial September 1999 - December 2010
Boston Medical Center January 1989 - 2004
Skills
Long-term Care, Hospitals, Meditech, Healthcare Management, Healthcare Information..., EMR, Cpr Certified, HIPAA, Critical Thinking, Medical Terminology
Education
Northeastern University 1996 — 1999
MHP Masters of Health Professions, Bouve College of Pharmacy and Health Sciences: Clinical Education
Northeastern University 1983 — 1988
BSN Nursing, College of Nursing
Krys Martorella's Sun Life Financial Experience November 2006 - January 2007
Job Executive Director
Industry Management Consulting
Experience
Endless Patience Home Care January 2013 - November 2013
Xerox October 2011 - October 2012
Hewlett-Packard March 2009 - September 2011
Sun Life Financial November 2006 - January 2007
Skills
Business Analysis, Business Process..., Management, Management Consulting, Business Strategy, Business Process, Team Leadership, Business Development, Healthcare Management, Outsourcing, Leadership
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
Pamantasan ng Lungsod ng Maynila 2003 — 2007
Bachelor of Science (BS), Business Administration, Economics
Endless Patience Home Care January 2013 - November 2013
Xerox October 2011 - October 2012
Hewlett-Packard March 2009 - September 2011
Sun Life Financial November 2006 - January 2007
Skills
Business Analysis, Business Process..., Management, Management Consulting, Business Strategy, Business Process, Team Leadership, Business Development, Healthcare Management, Outsourcing, Leadership
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
Pamantasan ng Lungsod ng Maynila 2003 — 2007
Bachelor of Science (BS), Business Administration, Economics
Jill Downing Jill Downing's Sun Life Financial Experience July 2007 - December 2007
Job Administrative Assistant President's Office at Wellesley College
Industry Higher Education
Experience
Wellesley College April 2010 - Present
Brent Coon & Associates July 2008 - April 2010
MAPS International Adoption May 2008 - July 2008
Sun Life Financial July 2007 - December 2007
WilmerHale July 2006 - December 2006
Hill House June 2005 - December 2005
Skills
Event Planning, Microsoft Office, Non-profits, PowerPoint, Higher Education, Volunteer Management, Community Outreach, Microsoft Excel, Social Media, Microsoft Word, Editing, Event Management, Outlook
Education
Northeastern University 2010 — 2013
MEd, Higher Education Administration
Northeastern University 2003 — 2008
BA, English, Minor in Business Administration
Moses Brown School 1999 — 2003
Wellesley College April 2010 - Present
Brent Coon & Associates July 2008 - April 2010
MAPS International Adoption May 2008 - July 2008
Sun Life Financial July 2007 - December 2007
WilmerHale July 2006 - December 2006
Hill House June 2005 - December 2005
Skills
Event Planning, Microsoft Office, Non-profits, PowerPoint, Higher Education, Volunteer Management, Community Outreach, Microsoft Excel, Social Media, Microsoft Word, Editing, Event Management, Outlook
Education
Northeastern University 2010 — 2013
MEd, Higher Education Administration
Northeastern University 2003 — 2008
BA, English, Minor in Business Administration
Moses Brown School 1999 — 2003
Natalie DeRose's Sun Life Financial Experience July 2012 - April 2014
Job Employee Benefits Consultant
Industry Insurance
Experience
The Hartford April 2014 - Present
Sun Life Financial July 2012 - April 2014
Sun Life Financial June 2011 - August 2011
Dow Corning January 2011 - May 2011
Education
Northwood University 2008 — 2012
Bachelor of Business Administration, Marketing and Management
The Hartford April 2014 - Present
Sun Life Financial July 2012 - April 2014
Sun Life Financial June 2011 - August 2011
Dow Corning January 2011 - May 2011
Education
Northwood University 2008 — 2012
Bachelor of Business Administration, Marketing and Management
Cary Burgett Cary Burgett's Sun Life Financial Experience 2000 - Present
Job Owner, Burgett Financial
Industry Financial Services
Experience
Burgett Financial 2000 - Present
Sun Life Financial 2000 - Present
Skills
Retirement Planning, Team Building, Management, Critical Illness, Business Development, Wealth Management, Mutual Funds, Disability Insurance, Estate Planning, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Retirement, Risk Management, Strategic Financial..., Wealth
Education
Northern Alberta Institute of Technology / NAIT 1998 — 2000
Finance Diploma (Honours), Business, Honours
Wes Hosford
Burgett Financial 2000 - Present
Sun Life Financial 2000 - Present
Skills
Retirement Planning, Team Building, Management, Critical Illness, Business Development, Wealth Management, Mutual Funds, Disability Insurance, Estate Planning, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Retirement, Risk Management, Strategic Financial..., Wealth
Education
Northern Alberta Institute of Technology / NAIT 1998 — 2000
Finance Diploma (Honours), Business, Honours
Wes Hosford
Dana Mancini Dana Mancini's Sun Life Financial Experience January 2006 - January 2012
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
Teresa Hafferty Teresa Hafferty's Sun Life Financial Experience October 2009 - July 2010
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Douglas F. Tarella, CFP® Douglas F. Tarella, CFP®'s Sun Life Financial Experience 1997 - 1999
Job President at The Professional Alliance, Inc.
Industry Financial Services
Experience
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
Otisha (Ayesha) Nathaniel Otisha (Ayesha) Nathaniel's Sun Life Financial Experience April 2001 - October 2002
Job Attended Accelerated Six Figure Copywriting AWAI
Industry Writing and Editing
Experience
Verizon Wireless April 2009 - February 2013
Alltel Wireless July 2005 - April 2009
Vanguard September 2003 - May 2005
Honda Cars of Monroe July 2003 - September 2003
Sprint November 2002 - July 2003
Sun Life Financial April 2001 - October 2002
Cingular 1998 - 2001
Boston Communications Group June 1997 - September 1999
Skills
Circle of Success..., Training, Call Centers, Sales Operations, Sales, Marketing, Human Resources, Customer Service, Analysis, Employee Benefits, Copywriting, Policy, Real Estate, Customer Retention, Customer Satisfaction, Direct Sales
Education
Recording Connection 2012 — 2012
Northeastern University 1991 — 1995
Worked toward Bachelor of Science Degree, Psychology/Minor in African American Studies
Verizon Wireless April 2009 - February 2013
Alltel Wireless July 2005 - April 2009
Vanguard September 2003 - May 2005
Honda Cars of Monroe July 2003 - September 2003
Sprint November 2002 - July 2003
Sun Life Financial April 2001 - October 2002
Cingular 1998 - 2001
Boston Communications Group June 1997 - September 1999
Skills
Circle of Success..., Training, Call Centers, Sales Operations, Sales, Marketing, Human Resources, Customer Service, Analysis, Employee Benefits, Copywriting, Policy, Real Estate, Customer Retention, Customer Satisfaction, Direct Sales
Education
Recording Connection 2012 — 2012
Northeastern University 1991 — 1995
Worked toward Bachelor of Science Degree, Psychology/Minor in African American Studies
Julia Holloway Julia Holloway's Sun Life Financial Experience June 2011 - December 2011
Job Vice President Product Management and Channel Solutions at Delaware Life Insurance Company
Industry Financial Services
Experience
MassMutual Financial Group September 2012 - March 2013
Sun Life Financial June 2011 - December 2011
Sun Life Financial March 2010 - July 2011
Sun Life Financial Distributors, Inc. April 2009 - March 2010
Sun Life Financial January 2005 - December 2008
Sun Life Financial January 2002 - December 2005
Sun Life Financial January 2002 - September 2003
Sun Life Financial January 1999 - January 2002
Sun Life Financial January 1996 - September 1999
New England Mutual Life Insurance Company January 1991 - June 1996
Skills
Strategic Planning, New Business Development, Distribution Management, Distribution Agreements, Legal Compliance, Distribution, Sales Operations, Strategic Sourcing, Building Strong Teams, Collaborative Leadership, Process Improvement, Process Management, Project Execution, Public Speaking, Marketing Strategy, Channel Management, Marketing, Sales Management, Project Management, Channel Partners, Leadership, Fixed Annuities, Insurance, Investments, Strategic Partnerships, High Performance Teams, Training, Management Consulting, Distributed Team..., Strategy, Distribution Strategies, Sales, Sales Process, CRM, Human Resources, Cross-functional Team..., Coaching, Business Development, Start-ups, Mergers & Acquisitions
Education
Hudson Institute of Santa Barbara 2012 — 2012
Certified Hudson Institute Coach, Executive Coaching
Northeastern University School of Law 1985 — 1988
J.D., Law
Smith College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature, General
Commonwealth School 1977 — 1981
MassMutual Financial Group September 2012 - March 2013
Sun Life Financial June 2011 - December 2011
Sun Life Financial March 2010 - July 2011
Sun Life Financial Distributors, Inc. April 2009 - March 2010
Sun Life Financial January 2005 - December 2008
Sun Life Financial January 2002 - December 2005
Sun Life Financial January 2002 - September 2003
Sun Life Financial January 1999 - January 2002
Sun Life Financial January 1996 - September 1999
New England Mutual Life Insurance Company January 1991 - June 1996
Skills
Strategic Planning, New Business Development, Distribution Management, Distribution Agreements, Legal Compliance, Distribution, Sales Operations, Strategic Sourcing, Building Strong Teams, Collaborative Leadership, Process Improvement, Process Management, Project Execution, Public Speaking, Marketing Strategy, Channel Management, Marketing, Sales Management, Project Management, Channel Partners, Leadership, Fixed Annuities, Insurance, Investments, Strategic Partnerships, High Performance Teams, Training, Management Consulting, Distributed Team..., Strategy, Distribution Strategies, Sales, Sales Process, CRM, Human Resources, Cross-functional Team..., Coaching, Business Development, Start-ups, Mergers & Acquisitions
Education
Hudson Institute of Santa Barbara 2012 — 2012
Certified Hudson Institute Coach, Executive Coaching
Northeastern University School of Law 1985 — 1988
J.D., Law
Smith College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature, General
Commonwealth School 1977 — 1981
William Gillen William Gillen's Sun Life Financial Experience 1987 - 1989
Job Vice President at Eaton Vance Investment Counsel
Industry Investment Management
Experience
Eaton Vance Investment Counsel February 2012 - Present
Eaton Vance distributors, Inc 1997 - 2011
Eaton Vance distributors, inc 1991 - 1997
Nuveen Investments 1989 - 1991
Sun Life Financial 1987 - 1989
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 63, Investment Strategies
Education
UMass Lowell 1981 — 1984
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Northeastern University 1980 — 1981
Eaton Vance Investment Counsel February 2012 - Present
Eaton Vance distributors, Inc 1997 - 2011
Eaton Vance distributors, inc 1991 - 1997
Nuveen Investments 1989 - 1991
Sun Life Financial 1987 - 1989
Skills
Mutual Funds, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 63, Investment Strategies
Education
UMass Lowell 1981 — 1984
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Northeastern University 1980 — 1981
Lee Jackson Lee Jackson's Sun Life Financial Experience July 2012 - February 2014
Job RVP Northwest Region GIS Benefits, Inc.
Industry Insurance
Experience
GIS Benefits, Inc. February 2014 - Present
Sun Life Financial July 2012 - February 2014
Healthcare Services Corp August 2010 - August 2012
The Guardian Life Insurance Company of America May 2001 - July 2010
MetLife October 1995 - May 2001
Skills
Self Insured Dental..., Disability Insurance, Employee Benefits, Insurance, Account Management, COBRA, Critical Illness, Life Insurance, Health Insurance, Dentistry, Health Care Reform, Sales, Term Life Insurance, Health Savings Accounts, Accident, Brokers
Education
Oregon State University 1984 — 1988
Business
GIS Benefits, Inc. February 2014 - Present
Sun Life Financial July 2012 - February 2014
Healthcare Services Corp August 2010 - August 2012
The Guardian Life Insurance Company of America May 2001 - July 2010
MetLife October 1995 - May 2001
Skills
Self Insured Dental..., Disability Insurance, Employee Benefits, Insurance, Account Management, COBRA, Critical Illness, Life Insurance, Health Insurance, Dentistry, Health Care Reform, Sales, Term Life Insurance, Health Savings Accounts, Accident, Brokers
Education
Oregon State University 1984 — 1988
Business
Nina Eastman Nina Eastman's Sun Life Financial Experience October 2005 - June 2010
Job Client Service Specialist
Industry Financial Services
Experience
First Republic Bank October 2010 - Present
Sun Life Financial October 2005 - June 2010
Corcoran Fine Arts June 2004 - September 2004
Skills
Customer Service, Event Planning, Editing, Research, Management, Microsoft Excel, Administrative..., Public Speaking, PowerPoint, Sales, Administration, Outlook, Social Media, Microsoft Office, Marketing
Education
Ohio University 2001 — 2005
Bachelors, French, Political Science
Chagrin Falls High School
First Republic Bank October 2010 - Present
Sun Life Financial October 2005 - June 2010
Corcoran Fine Arts June 2004 - September 2004
Skills
Customer Service, Event Planning, Editing, Research, Management, Microsoft Excel, Administrative..., Public Speaking, PowerPoint, Sales, Administration, Outlook, Social Media, Microsoft Office, Marketing
Education
Ohio University 2001 — 2005
Bachelors, French, Political Science
Chagrin Falls High School
Tom Kneafsey Tom Kneafsey's Sun Life Financial Experience June 2005 - June 2006
Job Talent Advisor HR Business Partner at Hulu
Industry Human Resources
Experience
Hulu October 2014 - Present
Cengage Learning August 2007 - October 2014
Anderson Tours 2007 - 2007
Sun Life Financial June 2005 - June 2006
Skills
Talent Management, Recruiting, Onboarding, Social Media, Talent Acquisition, Employee Relations, Organizational..., Human Resources, Performance Management, Interviews, Deferred Compensation, Organizational..., Career Development, Applicant Tracking..., Succession Planning, Personnel Management, Employee Benefits, Employee Engagement, College Recruiting, HRIS, New Hire Orientations, Employee Training, Workforce Planning, Resume Writing, Hiring
Education
Northeastern University
Bachelor's degree, Journalism
Hulu October 2014 - Present
Cengage Learning August 2007 - October 2014
Anderson Tours 2007 - 2007
Sun Life Financial June 2005 - June 2006
Skills
Talent Management, Recruiting, Onboarding, Social Media, Talent Acquisition, Employee Relations, Organizational..., Human Resources, Performance Management, Interviews, Deferred Compensation, Organizational..., Career Development, Applicant Tracking..., Succession Planning, Personnel Management, Employee Benefits, Employee Engagement, College Recruiting, HRIS, New Hire Orientations, Employee Training, Workforce Planning, Resume Writing, Hiring
Education
Northeastern University
Bachelor's degree, Journalism
Ashwani Nandrajog Ashwani Nandrajog's Sun Life Financial Experience May 2010 - Present
Job Advisor at Sunlife Financial, Kitchener, Ontario
Industry Management Consulting
Experience
Sun Life Financial May 2010 - Present
Future Shop January 2007 - December 2008
Future Shop 2002 - 2008
Future Shop November 2002 - January 2007
IBM Global Business Services January 1998 - March 2002
Skills
Account Management, Analysis, Analytical Skills, Analytics, B2B, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Strategy, CRM, Change Management, Coaching, Competitive Analysis, Cross-functional Team..., Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Entrepreneurship, Estate Planning, Financial Advisory, Financial Analysis, Forecasting, Group Insurance, Insurance, Investments, Leadership, Life Insurance, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, New Business Development, Operations Management, People Development, Performance Management, Positive Can-do Attitude, Process Improvement, Product Development, Product Management, Product Marketing, Program Management, Project Management
Education
Wilfrid Laurier University 2007 — 2009
MBA, Sales and Marketing
Padmashree Dr D. Y. Patil Vidyapeeth 1990 — 1994
University of Pune 1990 — 1994
B.E, Electronics
ICL Public School 1980 — 1987
High School, High School
Sun Life Financial May 2010 - Present
Future Shop January 2007 - December 2008
Future Shop 2002 - 2008
Future Shop November 2002 - January 2007
IBM Global Business Services January 1998 - March 2002
Skills
Account Management, Analysis, Analytical Skills, Analytics, B2B, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Strategy, CRM, Change Management, Coaching, Competitive Analysis, Cross-functional Team..., Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Direct Sales, Entrepreneurship, Estate Planning, Financial Advisory, Financial Analysis, Forecasting, Group Insurance, Insurance, Investments, Leadership, Life Insurance, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, New Business Development, Operations Management, People Development, Performance Management, Positive Can-do Attitude, Process Improvement, Product Development, Product Management, Product Marketing, Program Management, Project Management
Education
Wilfrid Laurier University 2007 — 2009
MBA, Sales and Marketing
Padmashree Dr D. Y. Patil Vidyapeeth 1990 — 1994
University of Pune 1990 — 1994
B.E, Electronics
ICL Public School 1980 — 1987
High School, High School
Neelima Walia Neelima Walia's Sun Life Financial Experience September 2013 - May 2014
Job ITIL v3 certified Business Consultant
Industry Information Technology and Services
Experience
Self Employed Professional Services October 2014 - Present
Sun Life Financial September 2013 - May 2014
Deloitte Canada April 2013 - August 2013
Deloitte Consulting July 2011 - March 2013
Alcatel-Lucent January 2011 - April 2011
Alavida Lifestyles July 2010 - January 2011
Youth United October 2006 - December 2008
Moser Baer Limited May 2007 - July 2007
Skills
English, Business Analysis, Requirements Analysis, Project Management, E-business, Data Analysis, Requirements Gathering, Technology assessments, Gap Analysis, PMO, Business Requirements, Outstanding time..., Microsoft Office, Microsoft Excel, Analysis, Team Leadership, Sourcing, Procurement, Procure-to-Pay, Emptoris, Reporting & Analysis, Product Launch, Educational Technology, Social Media, Punjabi, Hindi, Management, Business Process Design
Education
University of Ottawa 2009 — 2011
Masters in E, Business Technologies
Panjab University 2005 — 2009
bachelors of engineering, Information Technology
Sacred Heart Senior Secondary School 2000 — 2003
Self Employed Professional Services October 2014 - Present
Sun Life Financial September 2013 - May 2014
Deloitte Canada April 2013 - August 2013
Deloitte Consulting July 2011 - March 2013
Alcatel-Lucent January 2011 - April 2011
Alavida Lifestyles July 2010 - January 2011
Youth United October 2006 - December 2008
Moser Baer Limited May 2007 - July 2007
Skills
English, Business Analysis, Requirements Analysis, Project Management, E-business, Data Analysis, Requirements Gathering, Technology assessments, Gap Analysis, PMO, Business Requirements, Outstanding time..., Microsoft Office, Microsoft Excel, Analysis, Team Leadership, Sourcing, Procurement, Procure-to-Pay, Emptoris, Reporting & Analysis, Product Launch, Educational Technology, Social Media, Punjabi, Hindi, Management, Business Process Design
Education
University of Ottawa 2009 — 2011
Masters in E, Business Technologies
Panjab University 2005 — 2009
bachelors of engineering, Information Technology
Sacred Heart Senior Secondary School 2000 — 2003
Kristen D'Antonio's Sun Life Financial Experience August 1997 - January 2004
Job Logistics Specialist
Industry Automotive
Experience
LoJack Corporation October 2013 - Present
Cool Gear International January 2012 - October 2013
Ocean Spray Cranberries January 2005 - September 2010
Sun Life Financial August 1997 - January 2004
Skills
PowerPoint, Logistics, Team Leadership, Microsoft Excel, Coaching, SAP, Call Centers, Customer Service, Team Building, Microsoft Office, Access, Process Improvement, Forecasting, Inventory Management, Leadership
Education
Northeastern University 1987 — 1992
Bachelors, Psychology
LoJack Corporation October 2013 - Present
Cool Gear International January 2012 - October 2013
Ocean Spray Cranberries January 2005 - September 2010
Sun Life Financial August 1997 - January 2004
Skills
PowerPoint, Logistics, Team Leadership, Microsoft Excel, Coaching, SAP, Call Centers, Customer Service, Team Building, Microsoft Office, Access, Process Improvement, Forecasting, Inventory Management, Leadership
Education
Northeastern University 1987 — 1992
Bachelors, Psychology
Elise Droste's Sun Life Financial Experience January 2008 - June 2008
Job General Manager
Industry Retail
Experience
UNIQLO December 2014 - Present
UNIQLO June 2014 - December 2014
UNIQLO January 2014 - June 2014
UNIQLO July 2013 - January 2014
UNIQLO August 2011 - July 2013
UNIQLO January 2011 - July 2011
TJX Companies, Inc October 2010 - December 2010
Nordstrom January 2010 - October 2010
American Apparel January 2009 - January 2010
Sun Life Financial January 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fashion, Customer Service, Sales, Retail, Merchandising, Training, Human Resources, Management, Visual Merchandising, Sales Management, Social Media Marketing, Time Management, Recruiting, Inventory Management, Teamwork, Fundraising, Hiring, Leadership, Team Leadership, OS X, Apparel, Leadership Development, Windows, Employee Training, Team Building, Staff Development, International Relations, POS, Digital Photography, Store Management
Education
Northeastern University 2006 — 2010
B.A, International Affairs
Dana Hall School 2002 — 2006
High School Diploma
UNIQLO December 2014 - Present
UNIQLO June 2014 - December 2014
UNIQLO January 2014 - June 2014
UNIQLO July 2013 - January 2014
UNIQLO August 2011 - July 2013
UNIQLO January 2011 - July 2011
TJX Companies, Inc October 2010 - December 2010
Nordstrom January 2010 - October 2010
American Apparel January 2009 - January 2010
Sun Life Financial January 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Fashion, Customer Service, Sales, Retail, Merchandising, Training, Human Resources, Management, Visual Merchandising, Sales Management, Social Media Marketing, Time Management, Recruiting, Inventory Management, Teamwork, Fundraising, Hiring, Leadership, Team Leadership, OS X, Apparel, Leadership Development, Windows, Employee Training, Team Building, Staff Development, International Relations, POS, Digital Photography, Store Management
Education
Northeastern University 2006 — 2010
B.A, International Affairs
Dana Hall School 2002 — 2006
High School Diploma
Sandeep Dhillon Sandeep Dhillon's Sun Life Financial Experience August 2015 - Present
Job Operational Risk Management
Industry Banking
Experience
Sun Life Financial August 2015 - Present
ICICI Bank Canada December 2013 - August 2015
ICICI Bank Canada April 2013 - November 2013
ICICI Bank Canada August 2012 - March 2013
Emirates NBD July 2008 - July 2012
HDFC Bank September 2007 - May 2008
ICICI Bank August 2002 - August 2007
Skills
Retail Banking, Branch Banking, Branch Management, Banking, Compliance, Quality Auditing, Internal Audit, Auditing, Sales, Sales Management, Sales Process, Customer Service, Customer Retention, Customer Acquisition, Customer Satisfaction, Commercial Banking, Credit, Management, Credit Risk, Core Banking, Trade Finance, AML, Operational Risk, KYC, Relationship Management, Mutual Funds, Islamic Finance, Loans, Financial Risk, Credit Cards, Portfolio Management, Operational Risk..., Leadership, Business Analysis, Finance, Financial Analysis, Cross Selling, Team Management, Risk Management, Credit Analysis, MIS, Analysis, Investments, Business Development, Corporate Finance, Investment Banking, CRM, Cash Management, Team Leadership
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Canadian Risk Management (CRM) designation
KESDEE 2014 — 2014
Operational Risk Management - Basel II (Library of 9 courses)
KESDEE 2014 — 2014
Operational Risk Management (Library of 21 courses)
Seneca College of Applied Arts and Technology 2014 — 2014
MS Excel 2013 I & II
National Securities Depository Ltd, India 2008 — 2008
Certificate in NCFM Depository Operations
SCDL Pune, India 2002 — 2004
Post Graduate Diploma in Business Administration (Finance)
Panjab University 2000 — 2002
Honours B.com
NIIT 1999 — 1999
Computer certification
Sun Life Financial August 2015 - Present
ICICI Bank Canada December 2013 - August 2015
ICICI Bank Canada April 2013 - November 2013
ICICI Bank Canada August 2012 - March 2013
Emirates NBD July 2008 - July 2012
HDFC Bank September 2007 - May 2008
ICICI Bank August 2002 - August 2007
Skills
Retail Banking, Branch Banking, Branch Management, Banking, Compliance, Quality Auditing, Internal Audit, Auditing, Sales, Sales Management, Sales Process, Customer Service, Customer Retention, Customer Acquisition, Customer Satisfaction, Commercial Banking, Credit, Management, Credit Risk, Core Banking, Trade Finance, AML, Operational Risk, KYC, Relationship Management, Mutual Funds, Islamic Finance, Loans, Financial Risk, Credit Cards, Portfolio Management, Operational Risk..., Leadership, Business Analysis, Finance, Financial Analysis, Cross Selling, Team Management, Risk Management, Credit Analysis, MIS, Analysis, Investments, Business Development, Corporate Finance, Investment Banking, CRM, Cash Management, Team Leadership
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Canadian Risk Management (CRM) designation
KESDEE 2014 — 2014
Operational Risk Management - Basel II (Library of 9 courses)
KESDEE 2014 — 2014
Operational Risk Management (Library of 21 courses)
Seneca College of Applied Arts and Technology 2014 — 2014
MS Excel 2013 I & II
National Securities Depository Ltd, India 2008 — 2008
Certificate in NCFM Depository Operations
SCDL Pune, India 2002 — 2004
Post Graduate Diploma in Business Administration (Finance)
Panjab University 2000 — 2002
Honours B.com
NIIT 1999 — 1999
Computer certification
Kathleen Melanson's Sun Life Financial Experience August 2013 - February 2015
Job Sales and Relationship Development Professional currently seeking new opportunities.
Industry Hospital & Health Care
Experience
Sun Life Financial August 2013 - February 2015
Andover Healthcare, Inc. January 2012 - February 2013
New Hope Healthcare Systems June 2009 - August 2011
Merck Pharmaceuticals May 2005 - January 2007
Long Term Care Partners September 1994 - May 2005
Skills
Public Speaking, Sales and Marketing, Relationship Development, Team Building, Strategic Planning, Project Management, Management, Sales, Policy, Sales Management, Contract Negotiation, Microsoft Word, Sales Operations, Microsoft Excel, Cross-functional Team..., Salesforce.com, Microsoft Office, Contract Management, Leadership, Training, Account Management, Marketing, Business Development, Healthcare, Healthcare Industry, New Business Development, Customer Service, Process Improvement, Managed Care, Negotiation, Budgets, Hospitals
Education
University of Southern New Hampshire 1999 — 2003
MBA, Business Administration
Norwich University 1981 — 1985
Bachelor of Arts, Criminal Justice
Sun Life Financial August 2013 - February 2015
Andover Healthcare, Inc. January 2012 - February 2013
New Hope Healthcare Systems June 2009 - August 2011
Merck Pharmaceuticals May 2005 - January 2007
Long Term Care Partners September 1994 - May 2005
Skills
Public Speaking, Sales and Marketing, Relationship Development, Team Building, Strategic Planning, Project Management, Management, Sales, Policy, Sales Management, Contract Negotiation, Microsoft Word, Sales Operations, Microsoft Excel, Cross-functional Team..., Salesforce.com, Microsoft Office, Contract Management, Leadership, Training, Account Management, Marketing, Business Development, Healthcare, Healthcare Industry, New Business Development, Customer Service, Process Improvement, Managed Care, Negotiation, Budgets, Hospitals
Education
University of Southern New Hampshire 1999 — 2003
MBA, Business Administration
Norwich University 1981 — 1985
Bachelor of Arts, Criminal Justice
Badwi Rizk's Sun Life Financial Experience June 2015 - Present
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial May 2014 - Present
Freedom 55 Financial May 2012 - May 2013
Moores Clothing For Men September 2009 - April 2012
Skills
Business Development, Market Research, Direct Sales, Sales Management, Sales Presentations, Strategic Planning, Social Media Marketing, Business Strategy, Bilingual, Public Speaking, Financial Advisory, Investment Advisory, Finance, Strategic Financial..., Insurance, Customer Service, Analysis, Critical Illness, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning
Education
Nova Scotia Community College 2009 — 2011
Diploma Business Administration, Marketing
Charles P Allen Highschool 2004 — 2007
Diploma, High School/Secondary Diplomas and Certificates, 12
Sun Life Financial June 2015 - Present
Sun Life Financial May 2014 - Present
Freedom 55 Financial May 2012 - May 2013
Moores Clothing For Men September 2009 - April 2012
Skills
Business Development, Market Research, Direct Sales, Sales Management, Sales Presentations, Strategic Planning, Social Media Marketing, Business Strategy, Bilingual, Public Speaking, Financial Advisory, Investment Advisory, Finance, Strategic Financial..., Insurance, Customer Service, Analysis, Critical Illness, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning
Education
Nova Scotia Community College 2009 — 2011
Diploma Business Administration, Marketing
Charles P Allen Highschool 2004 — 2007
Diploma, High School/Secondary Diplomas and Certificates, 12
Vanessa Ryder Vanessa Ryder's Sun Life Financial Experience January 2003 - June 2003
Job Communications Manager at VHB
Industry Civil Engineering
Experience
VHB April 2004 - Present
Sun Life Financial January 2003 - June 2003
Skills
Internal Communications, Marketing Communications, Newsletters, Corporate Communications, Strategic Communications, Social Media, Media Relations, Public Relations, Editing
Education
Northeastern University
BS, Communications Studies
VHB April 2004 - Present
Sun Life Financial January 2003 - June 2003
Skills
Internal Communications, Marketing Communications, Newsletters, Corporate Communications, Strategic Communications, Social Media, Media Relations, Public Relations, Editing
Education
Northeastern University
BS, Communications Studies
Joseph Collins, CISA, CISM, CISSP, CRISC, PMP's Sun Life Financial Experience November 1995 - September 1996
Job Senior Audit Manager Infrastructure at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2014 - Present
New England Institute of Technology January 1998 - Present
Citizens Financial Group September 2009 - June 2014
MetLife January 2007 - September 2009
MetLife April 2005 - December 2006
MetLife October 2004 - April 2005
MetLife August 1998 - October 2004
MetLife September 1996 - August 1998
Sun Life Financial November 1995 - September 1996
General Systems Solutions November 1993 - February 1995
Skills
CISM, CISSP, CISA, PMP, IT Audit, Enterprise Architecture, Security, SDLC, Information Security..., Information Security, Information Technology, Governance, Disaster Recovery, Computer Security, IT Management, IT Operations, IT Strategy, PCI DSS, Visio, Business Continuity, ISO 27001, COBIT, Network Security, Identity Management, Vulnerability Assessment, Security Audits, Databases, Vulnerability Management, Security Awareness, Leadership, Enterprise Risk..., Security Architecture..., Data Security, Risk Management
Education
Northeastern University 1991 — 1994
Master's Degree, Information Systems
University of Rhode Island 1984 — 1988
Bachelor of Science (B.S.), Management Information Systems
Citizens Bank July 2014 - Present
New England Institute of Technology January 1998 - Present
Citizens Financial Group September 2009 - June 2014
MetLife January 2007 - September 2009
MetLife April 2005 - December 2006
MetLife October 2004 - April 2005
MetLife August 1998 - October 2004
MetLife September 1996 - August 1998
Sun Life Financial November 1995 - September 1996
General Systems Solutions November 1993 - February 1995
Skills
CISM, CISSP, CISA, PMP, IT Audit, Enterprise Architecture, Security, SDLC, Information Security..., Information Security, Information Technology, Governance, Disaster Recovery, Computer Security, IT Management, IT Operations, IT Strategy, PCI DSS, Visio, Business Continuity, ISO 27001, COBIT, Network Security, Identity Management, Vulnerability Assessment, Security Audits, Databases, Vulnerability Management, Security Awareness, Leadership, Enterprise Risk..., Security Architecture..., Data Security, Risk Management
Education
Northeastern University 1991 — 1994
Master's Degree, Information Systems
University of Rhode Island 1984 — 1988
Bachelor of Science (B.S.), Management Information Systems
Clara Cabral Swartz Clara Cabral Swartz's Sun Life Financial Experience 1996 - 1998
Job Accounting Professional at Boston Biomedical Associates
Industry Accounting
Experience
Boston Biomedical Associates November 2012 - Present
TR Fastenings March 2009 - March 2012
CommericalWare 1999 - 2001
Harvard University January 1998 - April 2000
Sun Life Financial 1996 - 1998
Greenwalt CPAs, Inc. February 1992 - May 1994
Canby, Maloney & Co., Inc September 1990 - January 1992
Skills
Accounting, Budgets, Auditing, Accounts Payable, Accounts Receivable, Analysis, Management, Purchasing, Human Resources, General Ledger, Invoicing, Customer Service, Internal Audit, Project Planning, Bookkeeping, Teamwork, Manufacturing, Insurance, Account Management, Revenue Recognition, Business Planning, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, NetSuite, OpenAir, Sales, Forecasting
Education
Northeastern University 1985 — 1990
Bachelor’s Degree, Accounting/Management
Hudson Catholic High School 1981 — 1985
High School, College Preparatory High School, 9-12
Boston Biomedical Associates November 2012 - Present
TR Fastenings March 2009 - March 2012
CommericalWare 1999 - 2001
Harvard University January 1998 - April 2000
Sun Life Financial 1996 - 1998
Greenwalt CPAs, Inc. February 1992 - May 1994
Canby, Maloney & Co., Inc September 1990 - January 1992
Skills
Accounting, Budgets, Auditing, Accounts Payable, Accounts Receivable, Analysis, Management, Purchasing, Human Resources, General Ledger, Invoicing, Customer Service, Internal Audit, Project Planning, Bookkeeping, Teamwork, Manufacturing, Insurance, Account Management, Revenue Recognition, Business Planning, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, NetSuite, OpenAir, Sales, Forecasting
Education
Northeastern University 1985 — 1990
Bachelor’s Degree, Accounting/Management
Hudson Catholic High School 1981 — 1985
High School, College Preparatory High School, 9-12
Sandeep Kakan Sandeep Kakan's Sun Life Financial Experience January 2009 - 2014
Job CEBS accomplished expert helping clients with group benefits, pensions, wellness and communication strategies.
Industry Financial Services
Experience
Sun Life Financial January 2009 - 2014
TD Securities 2006 - 2009
Skills
Series 6, Critical Illness, Disability Insurance, Group Insurance, Series 63, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Retirement Planning, 401k, Series 7, Insurance, Term Life Insurance, Health Insurance, Relationship Management
Education
York University - Osgoode Hall Law School 2014 — 2014
Certificate in HR Law for HR professionals
University of Toronto
MBA Essentials for Managers
IHM?
Oxford Brookes University
Sun Life Financial January 2009 - 2014
TD Securities 2006 - 2009
Skills
Series 6, Critical Illness, Disability Insurance, Group Insurance, Series 63, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Retirement Planning, 401k, Series 7, Insurance, Term Life Insurance, Health Insurance, Relationship Management
Education
York University - Osgoode Hall Law School 2014 — 2014
Certificate in HR Law for HR professionals
University of Toronto
MBA Essentials for Managers
IHM?
Oxford Brookes University
Lorri Carr's Sun Life Financial Experience May 2011 - June 2012
Job HR Advisor at Covenant Health
Industry Health, Wellness and Fitness
Experience
Covenant Health June 2013 - Present
Covenant Health July 2012 - June 2013
Sun Life Financial May 2011 - June 2012
Sunlife Assurance Company of Cananda February 2008 - May 2011
WCB, AB September 1997 - August 2001
Skills
Supervisory Skills, Client Communication, Client Relationship..., Team Leadership, Workers Compensation, Presentation Development, Training & Development, Team Building, Coaching, Case Management, Customer Relations, Employee Engagement, Performance Management, Recruitment/Retention, Analysis, Case Managment, Public Speaking, Customer Service, Employee Training, Management, Employee Relations, CRM, Disability Management, Claim, Policy, Employee Benefits, Health Insurance, Recruiting, Benefits Administration, Organizational..., Workforce Planning, Interviews, Succession Planning, Talent Management, Training, HRIS, Conflict Resolution, Talent Acquisition, Leadership Development, HR Policies
Education
University of Alberta, Faculty of Extension 2004 — 2004
Supervisory Development Program Citation, Citation
NAIT 1991 — 1993
Diploma, Urban and Regional Planning
Covenant Health June 2013 - Present
Covenant Health July 2012 - June 2013
Sun Life Financial May 2011 - June 2012
Sunlife Assurance Company of Cananda February 2008 - May 2011
WCB, AB September 1997 - August 2001
Skills
Supervisory Skills, Client Communication, Client Relationship..., Team Leadership, Workers Compensation, Presentation Development, Training & Development, Team Building, Coaching, Case Management, Customer Relations, Employee Engagement, Performance Management, Recruitment/Retention, Analysis, Case Managment, Public Speaking, Customer Service, Employee Training, Management, Employee Relations, CRM, Disability Management, Claim, Policy, Employee Benefits, Health Insurance, Recruiting, Benefits Administration, Organizational..., Workforce Planning, Interviews, Succession Planning, Talent Management, Training, HRIS, Conflict Resolution, Talent Acquisition, Leadership Development, HR Policies
Education
University of Alberta, Faculty of Extension 2004 — 2004
Supervisory Development Program Citation, Citation
NAIT 1991 — 1993
Diploma, Urban and Regional Planning
Ryan Mula Ryan Mula's Sun Life Financial Experience 2013 - 2014
Job Vice President National Sales at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. 2015 - Present
Capital Introductions 2014 - 2015
Sun Life Financial 2013 - 2014
Merrill Lynch-The Mula Group 2009 - 2013
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Portfolio Management, Sales, Investment Strategies, Fundraising, Marketing, Asset Management
Education
Northeastern University
Wellesley Investment Advisors, Inc. 2015 - Present
Capital Introductions 2014 - 2015
Sun Life Financial 2013 - 2014
Merrill Lynch-The Mula Group 2009 - 2013
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Portfolio Management, Sales, Investment Strategies, Fundraising, Marketing, Asset Management
Education
Northeastern University
Kristy Todd Kristy Todd's Sun Life Financial Experience October 2008 - April 2012
Job Ability Advisor at Alberta Health Services
Industry Human Resources
Experience
Alberta Health Services July 2015 - Present
Centric Health April 2012 - July 2015
Sun Life Financial October 2008 - April 2012
Sun Life Financial March 2007 - October 2008
Sun Life Financial September 2004 - March 2007
Sun Life Financial May 2003 - September 2004
Sun Life Financial November 2002 - May 2003
Skills
Disability Insurance, Process Improvement, Consulting, Customer Service, Time Management, Employee Benefits
Education
Northern Alberta Institute of Technology
Chemical Technoogy/Technician
Alberta Health Services July 2015 - Present
Centric Health April 2012 - July 2015
Sun Life Financial October 2008 - April 2012
Sun Life Financial March 2007 - October 2008
Sun Life Financial September 2004 - March 2007
Sun Life Financial May 2003 - September 2004
Sun Life Financial November 2002 - May 2003
Skills
Disability Insurance, Process Improvement, Consulting, Customer Service, Time Management, Employee Benefits
Education
Northern Alberta Institute of Technology
Chemical Technoogy/Technician
Jeffrey Asselin Jeffrey Asselin's Sun Life Financial Experience December 2013 - June 2014
Job Analyst (Intern) at Market Metrics, a FactSet Company
Industry Financial Services
Experience
FactSet January 2015 - August 2015
Sun Life Financial December 2013 - June 2014
Greater Boston Properties January 2013 - June 2013
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Research, English, Stata, Access Database, Mathematics, Mathematical Modeling, Mathematical Analysis, Reading, Financial Analysis, Data Analysis, Statistics, Statistical Modeling, Statistical Data..., Economic Modeling, Econometrics, Mathematical Economics, Financial Risk, Investments, Investment Strategies
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Economics and Mathematics (Dual)
The London School of Economics and Political Science (LSE) 2013 — 2013
Semester Abroad, Economics
FactSet January 2015 - August 2015
Sun Life Financial December 2013 - June 2014
Greater Boston Properties January 2013 - June 2013
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Research, English, Stata, Access Database, Mathematics, Mathematical Modeling, Mathematical Analysis, Reading, Financial Analysis, Data Analysis, Statistics, Statistical Modeling, Statistical Data..., Economic Modeling, Econometrics, Mathematical Economics, Financial Risk, Investments, Investment Strategies
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Economics and Mathematics (Dual)
The London School of Economics and Political Science (LSE) 2013 — 2013
Semester Abroad, Economics
Aaron Mishkin Aaron Mishkin's Sun Life Financial Experience October 1998 - December 2013
Job Chief Financial Officer at EasyDial Incorporated
Industry Accounting
Experience
EasyDial Inc February 2015 - Present
ASIT Engineering Corp January 2014 - Present
The Mishkin Company LLC August 2000 - Present
Sun Life Financial October 1998 - December 2013
Genworth Financial 2005 - 2007
Genworth Financial 2005 - 2007
GE Capital 2000 - 2005
University of Phoenix October 2002 - June 2004
SmileCare November 1995 - October 1998
PacifiCare Dental & Vision Plans (formerly California Dental Health Plan) June 1989 - November 1996
Skills
Financial Reporting, Planning Budgeting &..., Financial Analysis, Microsoft Excel, Project Management, Risk Management, Operations Management, Management Accounting, Personal Income Tax..., Business Income Tax..., Business Planning, Business Writing, Employee Benefits, Marketing, Strategic Financial..., Insurance, Accounting, Financial Planning, Management, Process Improvement, Strategy, Strategic Planning, Financial Modeling
Education
Webster University 1993 — 1995
Masters in Business Administration, Business Administration and Management, General
Northern Arizona University 1981 — 1988
Bachelor of Science (BS), Philosophy
EasyDial Inc February 2015 - Present
ASIT Engineering Corp January 2014 - Present
The Mishkin Company LLC August 2000 - Present
Sun Life Financial October 1998 - December 2013
Genworth Financial 2005 - 2007
Genworth Financial 2005 - 2007
GE Capital 2000 - 2005
University of Phoenix October 2002 - June 2004
SmileCare November 1995 - October 1998
PacifiCare Dental & Vision Plans (formerly California Dental Health Plan) June 1989 - November 1996
Skills
Financial Reporting, Planning Budgeting &..., Financial Analysis, Microsoft Excel, Project Management, Risk Management, Operations Management, Management Accounting, Personal Income Tax..., Business Income Tax..., Business Planning, Business Writing, Employee Benefits, Marketing, Strategic Financial..., Insurance, Accounting, Financial Planning, Management, Process Improvement, Strategy, Strategic Planning, Financial Modeling
Education
Webster University 1993 — 1995
Masters in Business Administration, Business Administration and Management, General
Northern Arizona University 1981 — 1988
Bachelor of Science (BS), Philosophy
Anne Duffield Anne Duffield's Sun Life Financial Experience Life Insurance, Health Insurance.....DirectorNoble Commercial Accounting Inc.January 2009 - July 2012
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Life Insurance, Health Insurance.....DirectorNoble Commercial Accounting Inc.January 2009 - July 2012
Skills
Financial Reporting, Accounting, Due Diligence, Corporate Finance, Financial Analysis, Corporate Tax, Risk Management, Bookkeeping, Internal Audit, Income Tax, Internal Controls, Financial Accounting, Auditing, Financial Statements
Education
NAIT
Bachelor of BBA, Accounting
Sun Life Financial Life Insurance, Health Insurance.....DirectorNoble Commercial Accounting Inc.January 2009 - July 2012
Skills
Financial Reporting, Accounting, Due Diligence, Corporate Finance, Financial Analysis, Corporate Tax, Risk Management, Bookkeeping, Internal Audit, Income Tax, Internal Controls, Financial Accounting, Auditing, Financial Statements
Education
NAIT
Bachelor of BBA, Accounting
Shane Vandegraaf's Sun Life Financial Experience November 2011 - September 2012
Job Steamfitter/Pipefitter at Local 488
Industry Oil & Energy
Experience
Melloy January 2015 - Present
Local 488 September 2006 - Present
Sun Life Financial November 2011 - September 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Teaching, Budget, Public Speaking, Strategic Planning, Project Planning
Education
BCC 2011 — 2012
LLQP, Financial Planning and Services
Northern Alberta Institute of Technology / NAIT 2007 — 2009
Red seal Steamfitter, Pipefitter/Steamfitter Journeyman
Melloy January 2015 - Present
Local 488 September 2006 - Present
Sun Life Financial November 2011 - September 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Teaching, Budget, Public Speaking, Strategic Planning, Project Planning
Education
BCC 2011 — 2012
LLQP, Financial Planning and Services
Northern Alberta Institute of Technology / NAIT 2007 — 2009
Red seal Steamfitter, Pipefitter/Steamfitter Journeyman
Ezlin Murad-Buchanan Ezlin Murad-Buchanan's Sun Life Financial Experience August 2007 - March 2012
Job Project Manager at Dell
Industry Financial Services
Experience
Dell Services April 2012 - Present
Sun Life Financial August 2007 - March 2012
John Hancock Life Insurance Company (U.S.A.) August 2001 - June 2005
John Hancock Life Insurance Company (U.S.A.) March 1999 - August 2001
John Hancock Life Insurance Company (U.S.A.) September 1999 - January 2000
Hill & Barlow (Law Firm) 1997 - 1999
Skills
Insurance, Visio, Lotus Notes, DB2, MS Project, SDLC, Program Management, Process Improvement, SQL, Crystal Reports, Databases, Software Implementation, Project Planning, Software Project..., SharePoint, Product Development, Business Objects, ClearQuest, Access
Education
Northeastern University 1995 — 1998
Bachelor of Science in B.A, Management Information Systems
Dell Services April 2012 - Present
Sun Life Financial August 2007 - March 2012
John Hancock Life Insurance Company (U.S.A.) August 2001 - June 2005
John Hancock Life Insurance Company (U.S.A.) March 1999 - August 2001
John Hancock Life Insurance Company (U.S.A.) September 1999 - January 2000
Hill & Barlow (Law Firm) 1997 - 1999
Skills
Insurance, Visio, Lotus Notes, DB2, MS Project, SDLC, Program Management, Process Improvement, SQL, Crystal Reports, Databases, Software Implementation, Project Planning, Software Project..., SharePoint, Product Development, Business Objects, ClearQuest, Access
Education
Northeastern University 1995 — 1998
Bachelor of Science in B.A, Management Information Systems
Kelly Mottice Kelly Mottice's Sun Life Financial Experience February 2015 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2015 - Present
Sun Life Financial July 2010 - Present
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Insurance, Benefits Administration, Workers Compensation, Customer Service
Education
Ohio University 2006 — 2010
Bachelor of Business Administration, Marketing & MIS
Sun Life Financial February 2015 - Present
Sun Life Financial July 2010 - Present
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Insurance, Benefits Administration, Workers Compensation, Customer Service
Education
Ohio University 2006 — 2010
Bachelor of Business Administration, Marketing & MIS
Patrick Lotane's Sun Life Financial Experience June 2012 - August 2012
Job Financial Analyst Intern at Amazon
Industry Investment Management
Experience
Amazon July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - June 2014
Sun Life Financial June 2012 - August 2012
The Cooperative Bank of Cape Cod June 2011 - June 2012
Skills
Microsoft Excel, Time Management, Management, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Sales, Microsoft Access, Microsoft Outlook, IBM Lotus Notes, Customer Service, Thompson One, SQL, Python, Visual Basic, SPSS, Perl
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics
American University of Rome 2013 — 2013
Boston College High School 2007 — 2011
Amazon July 2014 - December 2014
Ameriprise Financial Services, Inc. August 2013 - June 2014
Sun Life Financial June 2012 - August 2012
The Cooperative Bank of Cape Cod June 2011 - June 2012
Skills
Microsoft Excel, Time Management, Management, Microsoft Office, Outlook, Microsoft Word, Public Speaking, Sales, Microsoft Access, Microsoft Outlook, IBM Lotus Notes, Customer Service, Thompson One, SQL, Python, Visual Basic, SPSS, Perl
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Economics
American University of Rome 2013 — 2013
Boston College High School 2007 — 2011
Carrie Tysdahl Carrie Tysdahl's Sun Life Financial Experience May 2010 - October 2011
Job Sales Representative at American Solutions for Business
Industry Printing
Experience
American Solutions for Business October 2011 - Present
T3 --Tysdahl Triathlon Training April 2011 - Present
Sun Life Financial May 2010 - October 2011
Principal Financial Group May 2008 - April 2010
Principal Financial Group June 2006 - May 2008
Skills
Marketing, Employee Benefits, Sales, Training, Customer Service, Coaching, Insurance
Education
Northwest Missouri State University 2000 — 2004
BS, Public Relations
American Solutions for Business October 2011 - Present
T3 --Tysdahl Triathlon Training April 2011 - Present
Sun Life Financial May 2010 - October 2011
Principal Financial Group May 2008 - April 2010
Principal Financial Group June 2006 - May 2008
Skills
Marketing, Employee Benefits, Sales, Training, Customer Service, Coaching, Insurance
Education
Northwest Missouri State University 2000 — 2004
BS, Public Relations
Kris Kane Kris Kane's Sun Life Financial Experience May 2014 - Present
Job Business System Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Eaton Vance July 2012 - May 2014
State Street January 2011 - June 2012
General Electric January 2010 - July 2010
Goldman Sachs January 2009 - June 2009
General Electric Infra December 2007 - July 2008
Skills
Financial Analysis, Customer Service, Finance, Hedge Funds, Accounting, Business Analysis, Research, Equities, Bloomberg, Mutual Funds, Data Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Microsoft Excel, Project Management, Microsoft Word, Auditing, Analysis, Asset Management, Financial Services, Bloomberg Terminal, Microsoft Office, Fixed Income, Financial Accounting, Investments, Internal Controls, Due Diligence, Securities, PowerPoint, Private Equity, Essbase, Strategic Financial..., Access, Account Reconciliation, Managerial Finance, Risk Management, Fund Accounting, Internal Financial..., SQL*Plus, SQL, Oracle Applications, Hyperion HFM, Hyperion Financial...
Education
Northeastern University 2006 — 2010
BSBA, Finance and Insurance
Northeastern University
Sun Life Financial May 2014 - Present
Eaton Vance July 2012 - May 2014
State Street January 2011 - June 2012
General Electric January 2010 - July 2010
Goldman Sachs January 2009 - June 2009
General Electric Infra December 2007 - July 2008
Skills
Financial Analysis, Customer Service, Finance, Hedge Funds, Accounting, Business Analysis, Research, Equities, Bloomberg, Mutual Funds, Data Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Microsoft Excel, Project Management, Microsoft Word, Auditing, Analysis, Asset Management, Financial Services, Bloomberg Terminal, Microsoft Office, Fixed Income, Financial Accounting, Investments, Internal Controls, Due Diligence, Securities, PowerPoint, Private Equity, Essbase, Strategic Financial..., Access, Account Reconciliation, Managerial Finance, Risk Management, Fund Accounting, Internal Financial..., SQL*Plus, SQL, Oracle Applications, Hyperion HFM, Hyperion Financial...
Education
Northeastern University 2006 — 2010
BSBA, Finance and Insurance
Northeastern University
Dalena McLean's Sun Life Financial Experience March 2010 - May 2013
Job Financial advisor & broker at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Sun Life Financial March 2010 - May 2013
Pathways Family Services July 2003 - June 2009
Education
Canadian Securities Institute 2013 — 2020
Northern Alberta Institute of Technology 1987 — 1990
print graphics
Edward Jones May 2013 - Present
Sun Life Financial March 2010 - May 2013
Pathways Family Services July 2003 - June 2009
Education
Canadian Securities Institute 2013 — 2020
Northern Alberta Institute of Technology 1987 — 1990
print graphics
Brad Boucher Brad Boucher's Sun Life Financial Experience October 2013 - Present
Job Business Process Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
Sun Life Financial June 2006 - October 2013
Safety Insurance March 2005 - June 2006
The Hanover Insurance Group October 2002 - December 2004
Education
Northern Arizona University 1996 — 2000
Bachelor of Science, Advertising, Business Management
Sun Life Financial October 2013 - Present
Sun Life Financial June 2006 - October 2013
Safety Insurance March 2005 - June 2006
The Hanover Insurance Group October 2002 - December 2004
Education
Northern Arizona University 1996 — 2000
Bachelor of Science, Advertising, Business Management
Michael Pytlak's Sun Life Financial Experience September 2002 - September 2003
Job Senior Technical Writer at Imprivata
Industry Computer Software
Experience
Imprivata June 2015 - Present
Black Duck Software January 2015 - June 2015
CA Technologies May 2012 - December 2014
CA Technologies May 2010 - May 2012
CA Technologies May 2007 - May 2010
CA Technologies December 2005 - May 2007
CDM September 2002 - December 2005
Sun Life Financial September 2002 - September 2003
Meeting Maker, Inc. June 2002 - September 2002
Skills
Technical Writing, Technical Documentation, FrameMaker, RoboHelp, Editing, SnagIt, Analytical thinking, Single Sourcing, Author-it, Siteminder, HTML, Access Management, Content reuse, project management, meta tagging, SharePoint, Adobe Acrobat, single-sourcing, Flipboard, MadCap Flare, JIRA, Content Management, Project Management, Agile Methodologies, Software Documentation, Online Help, Technical Communication
Education
Northeastern University 2000 — 2005
Masters, Technical and Professional Writing
Stonehill College 1993 — 1997
Bachelor of Arts, English
Imprivata June 2015 - Present
Black Duck Software January 2015 - June 2015
CA Technologies May 2012 - December 2014
CA Technologies May 2010 - May 2012
CA Technologies May 2007 - May 2010
CA Technologies December 2005 - May 2007
CDM September 2002 - December 2005
Sun Life Financial September 2002 - September 2003
Meeting Maker, Inc. June 2002 - September 2002
Skills
Technical Writing, Technical Documentation, FrameMaker, RoboHelp, Editing, SnagIt, Analytical thinking, Single Sourcing, Author-it, Siteminder, HTML, Access Management, Content reuse, project management, meta tagging, SharePoint, Adobe Acrobat, single-sourcing, Flipboard, MadCap Flare, JIRA, Content Management, Project Management, Agile Methodologies, Software Documentation, Online Help, Technical Communication
Education
Northeastern University 2000 — 2005
Masters, Technical and Professional Writing
Stonehill College 1993 — 1997
Bachelor of Arts, English
Julie Crawford's Sun Life Financial Experience November 2013 - February 2015
Job Statutory Disability Practice Leader
Industry Insurance
Experience
The Hartford June 2015 - Present
Sun Life Financial November 2013 - February 2015
The Hartford August 2007 - November 2013
The Hartford December 2005 - August 2007
The Hartford September 2000 - December 2005
Skills
Management, Mergers, Disability Insurance, Underwriting, Insurance, Employee Benefits, Life Insurance, Health Insurance, Claim, Relationship Management, Financial Services, Brokers, Leadership, Sales, Group Insurance, Marketing, General Insurance, Product Development, Account Management, Vendor Management, Process Improvement, New Business Development, Mergers & Acquisitions, Strategic Planning, Risk Management, Term Life Insurance, Training, Fixed Annuities, 401k, Property & Casualty..., Long-term Care, Claims Management, Retirement, Commercial Insurance, Workers Compensation, Liability, Professional Liability, Legal Liability, Series 6, Casualty, Medicare, Call Centers, Disabilities, Executive Management, Managed Care, Customer Service
Education
Norwich University 1978 — 1980
Nursing/Business
The Hartford June 2015 - Present
Sun Life Financial November 2013 - February 2015
The Hartford August 2007 - November 2013
The Hartford December 2005 - August 2007
The Hartford September 2000 - December 2005
Skills
Management, Mergers, Disability Insurance, Underwriting, Insurance, Employee Benefits, Life Insurance, Health Insurance, Claim, Relationship Management, Financial Services, Brokers, Leadership, Sales, Group Insurance, Marketing, General Insurance, Product Development, Account Management, Vendor Management, Process Improvement, New Business Development, Mergers & Acquisitions, Strategic Planning, Risk Management, Term Life Insurance, Training, Fixed Annuities, 401k, Property & Casualty..., Long-term Care, Claims Management, Retirement, Commercial Insurance, Workers Compensation, Liability, Professional Liability, Legal Liability, Series 6, Casualty, Medicare, Call Centers, Disabilities, Executive Management, Managed Care, Customer Service
Education
Norwich University 1978 — 1980
Nursing/Business
Jared Re's Sun Life Financial Experience June 1997 - July 2008
Job Operations Manager @ Sun Life Financial
Industry Financial Services
Experience
Ocean Edge Resort & Golf Club April 2010 - Present
Sun Life Financial June 1997 - July 2008
Keyport Life Insurance January 1997 - November 2001
Education
Northeastern University
Ocean Edge Resort & Golf Club April 2010 - Present
Sun Life Financial June 1997 - July 2008
Keyport Life Insurance January 1997 - November 2001
Education
Northeastern University
Caron Reycraft's Sun Life Financial Experience November 2005 - Present
Job Organizational Health Consultant, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2005 - Present
Water Dreams, Costa Rica November 2011 - Present
Ministry of Health and Long-Term Care March 2004 - November 2005
Banyan Work Health Solutions January 2003 - March 2004
Johnson and Johnson Health Care Systems Inc. April 1997 - December 2003
Skills
Disability Insurance, Health Promotion, Health Insurance, Leadership, Coaching, Change Management, Strategic Planning, Employee Benefits, Insurance, New Business Development, Management, Project Management, Risk Management, Business Strategy, Training
Education
University of Kentucky 1993 — 1995
Masters of Science, Administration, management, marketing, heath promotion
Oklahoma State University 1990 — 1993
Physical Education and Health, Science, Education
Sun Life Financial November 2005 - Present
Water Dreams, Costa Rica November 2011 - Present
Ministry of Health and Long-Term Care March 2004 - November 2005
Banyan Work Health Solutions January 2003 - March 2004
Johnson and Johnson Health Care Systems Inc. April 1997 - December 2003
Skills
Disability Insurance, Health Promotion, Health Insurance, Leadership, Coaching, Change Management, Strategic Planning, Employee Benefits, Insurance, New Business Development, Management, Project Management, Risk Management, Business Strategy, Training
Education
University of Kentucky 1993 — 1995
Masters of Science, Administration, management, marketing, heath promotion
Oklahoma State University 1990 — 1993
Physical Education and Health, Science, Education
Diane Chunglo's Sun Life Financial Experience April 2000 - July 2013
Job Senior Compliance Consultant, AML at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 2000 - July 2013
Suburban Ostomy Supply Company/Invacare 1995 - 2000
Viacom June 1988 - August 1992
Skills
AML, Financial Services, Anti Money Laundering, Customer Service, Fixed Annuities, Microsoft Office, Insurance, Microsoft Excel, Business Analysis, Process Improvement
Education
Pace University 1981 — 1985
BA, Psychology
Chester High School 1975 — 1981
NY State Regents Diploma
Delaware Life August 2013 - Present
Sun Life Financial April 2000 - July 2013
Suburban Ostomy Supply Company/Invacare 1995 - 2000
Viacom June 1988 - August 1992
Skills
AML, Financial Services, Anti Money Laundering, Customer Service, Fixed Annuities, Microsoft Office, Insurance, Microsoft Excel, Business Analysis, Process Improvement
Education
Pace University 1981 — 1985
BA, Psychology
Chester High School 1975 — 1981
NY State Regents Diploma
John Scanlon's Sun Life Financial Experience 1989 - 1994
Job Regional Sales Manager at Solarflare Communications
Industry Telecommunications
Experience
Solarflare Communications July 2014 - Present
Mellanox Technologies November 2012 - July 2014
Fujitsu Network Communications March 2012 - November 2012
Alcatel-Lucent 1995 - March 2012
The Seat Swap November 2009 - August 2010
CrossComm 1994 - 1995
Sun Life Financial 1989 - 1994
Fidelity Investments 1987 - 1989
Lee Data Corporation 1985 - 1987
Skills
Pre-sales, Sales Operations, Sales, Sales Management, Telecommunications, Solution Selling, VoIP, Managed Services, Cloud Computing, Product Management, IP, Strategic Partnerships, Ethernet, Account Management, Professional Services, Channel, Enterprise Software, Wireless, Mobile Devices, SIP, Network Design, Channel Partners, SaaS, Data Center, Team Leadership, Product Marketing, Integration, Go-to-market Strategy, Program Management, Telephony, Unified Communications, Business Development
Education
Northeastern University 1984 — 1986
Control Data Institute 1982 — 1984
Solarflare Communications July 2014 - Present
Mellanox Technologies November 2012 - July 2014
Fujitsu Network Communications March 2012 - November 2012
Alcatel-Lucent 1995 - March 2012
The Seat Swap November 2009 - August 2010
CrossComm 1994 - 1995
Sun Life Financial 1989 - 1994
Fidelity Investments 1987 - 1989
Lee Data Corporation 1985 - 1987
Skills
Pre-sales, Sales Operations, Sales, Sales Management, Telecommunications, Solution Selling, VoIP, Managed Services, Cloud Computing, Product Management, IP, Strategic Partnerships, Ethernet, Account Management, Professional Services, Channel, Enterprise Software, Wireless, Mobile Devices, SIP, Network Design, Channel Partners, SaaS, Data Center, Team Leadership, Product Marketing, Integration, Go-to-market Strategy, Program Management, Telephony, Unified Communications, Business Development
Education
Northeastern University 1984 — 1986
Control Data Institute 1982 — 1984
Keon Brown's Sun Life Financial Experience 2007 - 2007
Job Unit Coordinator at Brigham and Women's Hospital
Industry Accounting
Experience
Brigham and Women's Hospital October 2011 - Present
MFS Investment Management January 2008 - June 2008
Sun Life Financial 2007 - 2007
Skills
Microsoft Word, Research, PowerPoint, Data Entry, Data Analysis, Microsoft Excel, Nonprofits, Higher Education, Microsoft Office, Healthcare, Access, Outlook
Education
Northeastern University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Brigham and Women's Hospital October 2011 - Present
MFS Investment Management January 2008 - June 2008
Sun Life Financial 2007 - 2007
Skills
Microsoft Word, Research, PowerPoint, Data Entry, Data Analysis, Microsoft Excel, Nonprofits, Higher Education, Microsoft Office, Healthcare, Access, Outlook
Education
Northeastern University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Jared Dziedzic's Sun Life Financial Experience August 2011 - November 2014
Job Java Web Developer at Digital Prospectors Corp
Industry Information Technology and Services
Experience
MITRE May 2015 - Present
Sun Life Financial August 2011 - November 2014
Sun Life Financial August 2005 - August 2011
Akamai Technologies February 2005 - August 2005
Sun Life Financial September 2003 - February 2005
Skills
SDLC, Java, J2EE Application..., SQL, Python, Linux, Visio, Software Development, XML, Scrum, Microsoft SQL Server, Agile Methodologies
Education
Northeastern University 1998 — 2003
BS, Computer Science
MITRE May 2015 - Present
Sun Life Financial August 2011 - November 2014
Sun Life Financial August 2005 - August 2011
Akamai Technologies February 2005 - August 2005
Sun Life Financial September 2003 - February 2005
Skills
SDLC, Java, J2EE Application..., SQL, Python, Linux, Visio, Software Development, XML, Scrum, Microsoft SQL Server, Agile Methodologies
Education
Northeastern University 1998 — 2003
BS, Computer Science
Jay LaMar's Sun Life Financial Experience September 2006 - May 2009
Job Financial Advisor at A Major Financial Service Firm
Industry Financial Services
Experience
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
Aaron Mishkin's Sun Life Financial Experience October 1998 - Present
Job Finance Officer at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 1998 - Present
Genworth Financial 2001 - 2007
SmileCare November 1995 - October 1998
California Dental Health Plan 1989 - 1995
Skills
Process Improvement, Insurance, Strategic Financial..., Auditing, Benefits Administration, Budget, Financial Analysis, Underwriting, Risk Management, Financial Modeling, Change Management, Strategic Planning
Education
Webster University 1993 — 1995
MBA, Management
Northern Arizona University 1982 — 1988
Bachelor's degree, Philosophy
Villa Park High School 1976 — 1979
Sun Life Financial October 1998 - Present
Genworth Financial 2001 - 2007
SmileCare November 1995 - October 1998
California Dental Health Plan 1989 - 1995
Skills
Process Improvement, Insurance, Strategic Financial..., Auditing, Benefits Administration, Budget, Financial Analysis, Underwriting, Risk Management, Financial Modeling, Change Management, Strategic Planning
Education
Webster University 1993 — 1995
MBA, Management
Northern Arizona University 1982 — 1988
Bachelor's degree, Philosophy
Villa Park High School 1976 — 1979
Peter Sanichara's Sun Life Financial Experience May 2011 - October 2013
Job Exam Management & MRA Validation
Industry Banking
Experience
Santander Bank, N.A. October 2014 - Present
Sun Life Financial May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
Liberty Mutual Investments January 2007 - March 2011
PricewaterhouseCoopers September 2003 - December 2006
Manulife Financial February 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Financial Analysis, Sarbanes-Oxley Act, Insurance, Accounting, Financial Risk, Business Analysis, Auditing, Management Consulting, Financial Services, Financial Reporting, SAS70, Analysis, Internal Controls, Risk Management, Sarbanes-Oxley, Enterprise Risk...
Education
Northeastern University 2014 — 2017
Master of Business Administration (MBA)
Northeastern University 2000 — 2003
Bachelors of Science, Economics
Northeastern University
Certificate, Accounting
Santander Bank, N.A. October 2014 - Present
Sun Life Financial May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
Liberty Mutual Investments January 2007 - March 2011
PricewaterhouseCoopers September 2003 - December 2006
Manulife Financial February 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Financial Analysis, Sarbanes-Oxley Act, Insurance, Accounting, Financial Risk, Business Analysis, Auditing, Management Consulting, Financial Services, Financial Reporting, SAS70, Analysis, Internal Controls, Risk Management, Sarbanes-Oxley, Enterprise Risk...
Education
Northeastern University 2014 — 2017
Master of Business Administration (MBA)
Northeastern University 2000 — 2003
Bachelors of Science, Economics
Northeastern University
Certificate, Accounting
Brad Gary's Sun Life Financial Experience 1987 - 1999
Job Regional Sales Manager at Reliance Standard Life Insurance Company
Industry Insurance
Experience
Reliance Standard Life Insurance Company 2011 - Present
AXIS Global Accident & Health 2009 - 2011
Fort Dearborn Life 2003 - 2009
Canada Life 1999 - 2003
Sun Life Financial 1987 - 1999
Education
Northern Illinois University 1982 — 1986
BS, Economics
Reliance Standard Life Insurance Company 2011 - Present
AXIS Global Accident & Health 2009 - 2011
Fort Dearborn Life 2003 - 2009
Canada Life 1999 - 2003
Sun Life Financial 1987 - 1999
Education
Northern Illinois University 1982 — 1986
BS, Economics
Scott Beller's Sun Life Financial Experience June 2000 - February 2003
Job Senior Underwriting Consultant at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance June 2010 - Present
Beneficial Financial Group March 2008 - October 2009
ING October 2005 - March 2008
Beneficial Financial Group February 2003 - October 2005
Sun Life Financial June 2000 - February 2003
ING Security Life/ING Southland Life February 1994 - June 2000
Hartford Insurance Group May 1991 - February 1994
Nationwide Life Insurance Company November 1985 - May 1991
Education
University of Colorado Denver 1997 — 2000
Not completed, MBA
Ohio University 1981 — 1985
BS, Zoology-Pre-Medicine
Nationwide Insurance June 2010 - Present
Beneficial Financial Group March 2008 - October 2009
ING October 2005 - March 2008
Beneficial Financial Group February 2003 - October 2005
Sun Life Financial June 2000 - February 2003
ING Security Life/ING Southland Life February 1994 - June 2000
Hartford Insurance Group May 1991 - February 1994
Nationwide Life Insurance Company November 1985 - May 1991
Education
University of Colorado Denver 1997 — 2000
Not completed, MBA
Ohio University 1981 — 1985
BS, Zoology-Pre-Medicine
Erin Bain's Sun Life Financial Experience ManagerAngels DinerApril 2001 - March 2008
Job Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial ManagerAngels DinerApril 2001 - March 2008
Education
Ontario College of Art and Design 1998 — 2000
Art - Drawing, Painting, Sculpture
Sun Life Financial ManagerAngels DinerApril 2001 - March 2008
Education
Ontario College of Art and Design 1998 — 2000
Art - Drawing, Painting, Sculpture
Jennifer S. Mullins's Sun Life Financial Experience October 2005 - February 2012
Job Business Consultant Real Esate, Insurance, Small Business Start Up
Industry Real Estate
Experience
RAW Property Management 2009 - Present
Sun Life Financial October 2005 - February 2012
Group Realtors 2007 - 2010
Skills
Real Estate, Investment Properties, Investors, Property Management, Investments, Sellers, Residential Homes, Short Sales, REO, Marketing, Foreclosures, Strategic Planning, Employee Benefits, Account Management, Buyer Representation, Health Insurance, Listings
Education
Northern Kentucky University
RAW Property Management 2009 - Present
Sun Life Financial October 2005 - February 2012
Group Realtors 2007 - 2010
Skills
Real Estate, Investment Properties, Investors, Property Management, Investments, Sellers, Residential Homes, Short Sales, REO, Marketing, Foreclosures, Strategic Planning, Employee Benefits, Account Management, Buyer Representation, Health Insurance, Listings
Education
Northern Kentucky University
Todd Covert's Sun Life Financial Experience 1999 - 2006
Job 1095C Software @ ACATRACK.NET
Industry Insurance
Experience
www.ACATRACK.net February 2015 - Present
Health Angel February 2015 - Present
Mutual of Omaha August 2012 - February 2015
Mutual of Omaha 2006 - 2012
Sun Life Financial 1999 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Analytics, Health Savings Accounts, Entrepreneurship, Underwriting, Sales & Marketing..., Long-term Care, Term Life Insurance, Strategy, Workers Compensation, Brokers, Sales, Benefits Administration, Management, Strategic Partnerships
Education
Oakland University 1993 — 1998
Business
OLSM 1988 — 1992
www.ACATRACK.net February 2015 - Present
Health Angel February 2015 - Present
Mutual of Omaha August 2012 - February 2015
Mutual of Omaha 2006 - 2012
Sun Life Financial 1999 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Analytics, Health Savings Accounts, Entrepreneurship, Underwriting, Sales & Marketing..., Long-term Care, Term Life Insurance, Strategy, Workers Compensation, Brokers, Sales, Benefits Administration, Management, Strategic Partnerships
Education
Oakland University 1993 — 1998
Business
OLSM 1988 — 1992
Satish Sarangarajan's Sun Life Financial Experience November 2014 - Present
Job Communications Professional
Industry Newspapers
Experience
Sun Life Financial November 2014 - Present
Freelance Writer/Editor April 2014 - October 2014
Wall Street Journal March 2011 - April 2014
Dow Jones Newswires November 2008 - February 2011
Thomson Financial News September 2006 - October 2008
Business Standard August 2005 - September 2006
The Times of India December 2003 - July 2005
Skills
Business Journalism, Breaking News, News Writing, Journalism, Newspapers, Newspaper, Feature Articles, Online Journalism, Storytelling, Copy Editing, Headline Writing, Editorial, Magazines, Investigative Reporting, Content Development, Web Content, copy writing, Composing Press Releases, AP Style, Fact-checking, Publications, Content Management, Publishing, Business News, Content Delivery, Presentation Development, Research, Technical Documentation, Document Drafting, Document Review, Technical Writing, Press Releases
Education
Panjab University 1999 — 2001
Master's Degree, English Literature (British and Commonwealth)
Panjab University 1996 — 1999
Bachelor's Degree, Accounting and Business/Management
Sun Life Financial November 2014 - Present
Freelance Writer/Editor April 2014 - October 2014
Wall Street Journal March 2011 - April 2014
Dow Jones Newswires November 2008 - February 2011
Thomson Financial News September 2006 - October 2008
Business Standard August 2005 - September 2006
The Times of India December 2003 - July 2005
Skills
Business Journalism, Breaking News, News Writing, Journalism, Newspapers, Newspaper, Feature Articles, Online Journalism, Storytelling, Copy Editing, Headline Writing, Editorial, Magazines, Investigative Reporting, Content Development, Web Content, copy writing, Composing Press Releases, AP Style, Fact-checking, Publications, Content Management, Publishing, Business News, Content Delivery, Presentation Development, Research, Technical Documentation, Document Drafting, Document Review, Technical Writing, Press Releases
Education
Panjab University 1999 — 2001
Master's Degree, English Literature (British and Commonwealth)
Panjab University 1996 — 1999
Bachelor's Degree, Accounting and Business/Management
Rick Godin's Sun Life Financial Experience 2000 - August 2007
Job IT Director, Disaster Recovery at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial August 2007 - Present
Sun Life Financial 2000 - August 2007
Skills
Vendor Management, Business Continuity, SDLC, Disaster Recovery, Data Center, Business Continuity..., Business Analysis, Storage Management, Network Architecture, Governance, IT Service Management, IT Solutions, IT Management, Network Forensics, ITIL Service Strategy, Servers, Information Technology, Risk Management, Storage, ITIL, IT Strategy, IT Operations, Incident Management, Testing, Solution Architecture, PMO, Project Portfolio..., PMP, Enterprise Software, Information Security, Infrastructure, Information Security...
Education
Northeastern University 1989 — 1993
Management Information Systems, Computer Science
Sunlife Financial August 2007 - Present
Sun Life Financial 2000 - August 2007
Skills
Vendor Management, Business Continuity, SDLC, Disaster Recovery, Data Center, Business Continuity..., Business Analysis, Storage Management, Network Architecture, Governance, IT Service Management, IT Solutions, IT Management, Network Forensics, ITIL Service Strategy, Servers, Information Technology, Risk Management, Storage, ITIL, IT Strategy, IT Operations, Incident Management, Testing, Solution Architecture, PMO, Project Portfolio..., PMP, Enterprise Software, Information Security, Infrastructure, Information Security...
Education
Northeastern University 1989 — 1993
Management Information Systems, Computer Science
Johnnie Johnson's Sun Life Financial Experience June 2001 - October 2004
Job Information Systems Analyst at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) April 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2006 - January 2012
John Hancock Life Insurance Company (U.S.A.) September 2005 - April 2008
John Hancock Life Insurance Company (U.S.A.) October 2004 - September 2005
Sun Life Financial June 2001 - October 2004
New England Financial September 2000 - June 2001
New England Financial October 1999 - September 2000
Skills
Training, Finance, Sales, Team Leadership, Analysis, Marketing, Business Analysis, Management, Leadership, Customer Service, Disaster Recovery, Information Systems, Sales Operations, Technical Support, Process Improvement
Education
Northeastern University
Bachelor of Science, Management
Boston Scientific January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) April 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2006 - January 2012
John Hancock Life Insurance Company (U.S.A.) September 2005 - April 2008
John Hancock Life Insurance Company (U.S.A.) October 2004 - September 2005
Sun Life Financial June 2001 - October 2004
New England Financial September 2000 - June 2001
New England Financial October 1999 - September 2000
Skills
Training, Finance, Sales, Team Leadership, Analysis, Marketing, Business Analysis, Management, Leadership, Customer Service, Disaster Recovery, Information Systems, Sales Operations, Technical Support, Process Improvement
Education
Northeastern University
Bachelor of Science, Management
Suzanne (Chaves) Connors's Sun Life Financial Experience September 2014 - Present
Job Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial September 2012 - September 2014
Sun Life Financial June 2005 - September 2012
Sun Life Financial January 2003 - June 2005
Keyport Life Insurance December 2001 - December 2002
Keyport Life Insurance December 2000 - December 2001
Skills
Visio, Requirements Gathering, SDLC, Microsoft SQL Server, Business Analysis, Investments, SharePoint, Vendor Management, Microsoft Office, Insurance, Access, Business Process, Financial Analysis, ITIL, Disaster Recovery, Risk Management, Business Requirements, PMP, Analysis, Data Analysis, CRM, Software Documentation, User Acceptance Testing, Business Intelligence, Troubleshooting, Mutual Funds, Change Management, Databases, Microsoft Excel, Program Management, Process Improvement, Integration, SQL, Active Directory, Project Management, Data Warehousing, Lotus Notes, VBA, Enterprise Architecture, Series 7, Team Leadership, Software Project..., IT Strategy, Unix, MS Project, Requirements Analysis, Business Process..., Financial Services, Project Portfolio..., Management
Education
Northeastern University 1999 — 2004
BS in Business Administration, Management Information Systems
Sun Life Financial September 2014 - Present
Sun Life Financial September 2012 - September 2014
Sun Life Financial June 2005 - September 2012
Sun Life Financial January 2003 - June 2005
Keyport Life Insurance December 2001 - December 2002
Keyport Life Insurance December 2000 - December 2001
Skills
Visio, Requirements Gathering, SDLC, Microsoft SQL Server, Business Analysis, Investments, SharePoint, Vendor Management, Microsoft Office, Insurance, Access, Business Process, Financial Analysis, ITIL, Disaster Recovery, Risk Management, Business Requirements, PMP, Analysis, Data Analysis, CRM, Software Documentation, User Acceptance Testing, Business Intelligence, Troubleshooting, Mutual Funds, Change Management, Databases, Microsoft Excel, Program Management, Process Improvement, Integration, SQL, Active Directory, Project Management, Data Warehousing, Lotus Notes, VBA, Enterprise Architecture, Series 7, Team Leadership, Software Project..., IT Strategy, Unix, MS Project, Requirements Analysis, Business Process..., Financial Services, Project Portfolio..., Management
Education
Northeastern University 1999 — 2004
BS in Business Administration, Management Information Systems
Daniel Christie's Sun Life Financial Experience November 2006 - July 2010
Job Territory Sales Consultant at Cardinal Health
Industry Financial Services
Experience
Cardinal Health March 2013 - Present
Curaspan Health Group December 2011 - March 2013
Sun Life Financial Distributors July 2010 - December 2011
Sun Life Financial November 2006 - July 2010
Skills
Wholesaling, Annuities, Investments, Mutual Funds, Public Speaking, Sales Presentations, New Business Development, Territory Analysis, Marketing Strategy, Consumer Behavior, Financial Planning, Healthcare Consulting, Healthcare Marketing, Healthcare Information..., Business Relationship..., Sales Management, Consultative Selling, Series 6, Series 63, Life Insurance, ETFs, Salesforce.com, Siebel, Golf, Selling, Fixed Annuities, Sales, Sales Operations, Strategic Financial...
Education
Norwich University
BA
Cardinal Health March 2013 - Present
Curaspan Health Group December 2011 - March 2013
Sun Life Financial Distributors July 2010 - December 2011
Sun Life Financial November 2006 - July 2010
Skills
Wholesaling, Annuities, Investments, Mutual Funds, Public Speaking, Sales Presentations, New Business Development, Territory Analysis, Marketing Strategy, Consumer Behavior, Financial Planning, Healthcare Consulting, Healthcare Marketing, Healthcare Information..., Business Relationship..., Sales Management, Consultative Selling, Series 6, Series 63, Life Insurance, ETFs, Salesforce.com, Siebel, Golf, Selling, Fixed Annuities, Sales, Sales Operations, Strategic Financial...
Education
Norwich University
BA
Ed Keohane's Sun Life Financial Experience November 2011 - March 2015
Job IT Consultant at Two Four Consulting
Industry Information Technology and Services
Experience
Two Four Consulting April 2015 - Present
Sun Life Financial November 2011 - March 2015
Nexaweb Technologies Inc December 2009 - November 2011
State Street Bank October 2005 - January 2009
State Street Bank 1996 - 2005
State Street Bank 1990 - 1996
Skills
SDLC, Project Planning, Change Management, Supplier Evaluation, Conflict Management, Project Management, Integration, Vendor Management, Quality Assurance, CRM, Management, Business Analysis, Cross-functional Team..., Enterprise Software, Software Project...
Education
Northeastern University
Bachelor, Business Administration
Two Four Consulting April 2015 - Present
Sun Life Financial November 2011 - March 2015
Nexaweb Technologies Inc December 2009 - November 2011
State Street Bank October 2005 - January 2009
State Street Bank 1996 - 2005
State Street Bank 1990 - 1996
Skills
SDLC, Project Planning, Change Management, Supplier Evaluation, Conflict Management, Project Management, Integration, Vendor Management, Quality Assurance, CRM, Management, Business Analysis, Cross-functional Team..., Enterprise Software, Software Project...
Education
Northeastern University
Bachelor, Business Administration
Jim Haddock's Sun Life Financial Experience October 2000 - March 2012
Job Associate Director, SQA at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2000 - March 2012
Metropolitan Life 1996 - 2000
The New England/Met Life April 1993 - May 1996
Capital Holding Corporation July 1982 - September 1991
The New England/New England Mutual Life Insurance Co. 1979 - 1982
Skills
Quality Center, Software Quality..., Testing, People Management, Development Of People, SDLC, Testing Metrics, Risk Based Testing, Annuities - Fixed and..., Group Medical and..., Individual Insurance..., Requirements Analysis, System Testing, Management, User Acceptance Testing, Scrum, Quality Assurance, Business Requirements, Test Planning, Requirements Gathering, People Development, Regression Testing, Test Strategy, Waterfall, Project Management, Test Management, Test Execution, Test Cases, Manual Testing, Web Applications, Performance Testing
Education
Northern Essex Community College
Associate in Arts, Liberal Arts, Cum Laude
Tewksbury Memorial High School
H S Diploma, College
Sun Life Financial October 2000 - March 2012
Metropolitan Life 1996 - 2000
The New England/Met Life April 1993 - May 1996
Capital Holding Corporation July 1982 - September 1991
The New England/New England Mutual Life Insurance Co. 1979 - 1982
Skills
Quality Center, Software Quality..., Testing, People Management, Development Of People, SDLC, Testing Metrics, Risk Based Testing, Annuities - Fixed and..., Group Medical and..., Individual Insurance..., Requirements Analysis, System Testing, Management, User Acceptance Testing, Scrum, Quality Assurance, Business Requirements, Test Planning, Requirements Gathering, People Development, Regression Testing, Test Strategy, Waterfall, Project Management, Test Management, Test Execution, Test Cases, Manual Testing, Web Applications, Performance Testing
Education
Northern Essex Community College
Associate in Arts, Liberal Arts, Cum Laude
Tewksbury Memorial High School
H S Diploma, College
Mark Lerner's Sun Life Financial Experience 1978 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Sun Life Financial 1978 - 2009
Education
Northeastern University 1971 — 1990
Liberal Arts, COBOL
Sun Life Financial 1978 - 2009
Education
Northeastern University 1971 — 1990
Liberal Arts, COBOL
Tina Stringer's Sun Life Financial Experience 2006 - 2013
Job Account Manager at Sun Life Financial
Industry Insurance
Experience
4MYBENEFITS 2014 - Present
Sun Life Financial 2006 - 2013
Unum 2000 - 2006
Clark County 1994 - 1999
Skills
Insurance, Disability Insurance, Long-term Care, Employee Benefits, Health Insurance, Life Insurance, Brokers, Term Life Insurance, Underwriting, Mutual Funds, Benefits Administration, Health Savings Accounts, Claim, Critical Illness, Fixed Annuities, Retirement, Customer Service
Education
Northern Kentucky University 2004 — 2006
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
4MYBENEFITS 2014 - Present
Sun Life Financial 2006 - 2013
Unum 2000 - 2006
Clark County 1994 - 1999
Skills
Insurance, Disability Insurance, Long-term Care, Employee Benefits, Health Insurance, Life Insurance, Brokers, Term Life Insurance, Underwriting, Mutual Funds, Benefits Administration, Health Savings Accounts, Claim, Critical Illness, Fixed Annuities, Retirement, Customer Service
Education
Northern Kentucky University 2004 — 2006
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Elena Finehouse's Sun Life Financial Experience September 2005 - August 2006
Job Administrative Assistant
Industry Government Administration
Experience
Town of Framingham October 2010 - Present
BTS Asset Mangement September 2006 - January 2008
Sun Life Financial September 2005 - August 2006
Skills
Nonprofits, Research
Education
Northeastern University 2001 — 2005
BS, Marketing and Management
Town of Framingham October 2010 - Present
BTS Asset Mangement September 2006 - January 2008
Sun Life Financial September 2005 - August 2006
Skills
Nonprofits, Research
Education
Northeastern University 2001 — 2005
BS, Marketing and Management
Sarah Victory's Sun Life Financial Experience September 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial August 2011 - September 2013
Sun Life Financial August 2006 - August 2011
AIG American General April 2001 - September 2006
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Account Management
Education
Ohio University 1995 — 1999
BBA, Marketing
Sun Life Financial September 2013 - Present
Sun Life Financial August 2011 - September 2013
Sun Life Financial August 2006 - August 2011
AIG American General April 2001 - September 2006
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Account Management
Education
Ohio University 1995 — 1999
BBA, Marketing
Maria C Torres's Sun Life Financial Experience May 2005 - June 2010
Job Global Finance Services Payroll Manager
Industry Consumer Electronics
Experience
Bose Corporation April 2015 - Present
WinnCompanies April 2014 - April 2015
Hebrew Rehabilitation Center November 2012 - April 2014
Sapient December 2010 - November 2012
Sun Life Financial May 2005 - June 2010
Sunlife Financial 2005 - 2010
Healthco International 1984 - 1990
Skills
PeopleSoft, Time Management, HRIS, Payroll, ADP Payroll, Employee Benefits, Personnel Management, Human Resources, Onboarding, Benefits Administration, Applicant Tracking...
Education
Northeastern University
Payroll Practices
Wentworth Institute of Technology
Bose Corporation April 2015 - Present
WinnCompanies April 2014 - April 2015
Hebrew Rehabilitation Center November 2012 - April 2014
Sapient December 2010 - November 2012
Sun Life Financial May 2005 - June 2010
Sunlife Financial 2005 - 2010
Healthco International 1984 - 1990
Skills
PeopleSoft, Time Management, HRIS, Payroll, ADP Payroll, Employee Benefits, Personnel Management, Human Resources, Onboarding, Benefits Administration, Applicant Tracking...
Education
Northeastern University
Payroll Practices
Wentworth Institute of Technology
Marian Ryan's Sun Life Financial Experience July 2010 - June 2012
Job Compliance Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - June 2012
Sun Life Financial May 2007 - July 2010
Sun Life Financial October 2005 - May 2007
Education
Northeastern University 2000 — 2004
B.S., Sociology
Sun Life Financial July 2010 - June 2012
Sun Life Financial May 2007 - July 2010
Sun Life Financial October 2005 - May 2007
Education
Northeastern University 2000 — 2004
B.S., Sociology
Kerry Clarke's Sun Life Financial Experience August 2004 - June 2006
Job Career Development Advisor at Newport Public Schools
Industry Primary/Secondary Education
Experience
Newport Public Schools September 2014 - Present
RI Training School/ DCYF/ State of Rhode Island April 2012 - August 2014
Cranston Public Schools September 2011 - December 2011
Natixis Global Asset Management June 2006 - 2010
Sun Life Financial August 2004 - June 2006
Columbia Funds Distributor Inc. 2000 - 2004
Skills
Community Outreach, Partner Relationship..., Secondary Education, Marketing Communications, Marketing Strategy, Fundraising, Public Relations, Sponsorship, Working With Students, Education, Charity Events, Child Support, Budget Management, Event Planning, FINRA Series 6, Multimedia Project..., Direct Marketing, Investor Relations, History, Social Studies, Child Development
Education
Providence College 2010 — 2012
Teacher Certification Program, Secondary Education and Teaching, 3.8
Northeastern University 1995 — 2000
Bachelor of Science (B.S.), Communication and Media Studies
Newport Public Schools September 2014 - Present
RI Training School/ DCYF/ State of Rhode Island April 2012 - August 2014
Cranston Public Schools September 2011 - December 2011
Natixis Global Asset Management June 2006 - 2010
Sun Life Financial August 2004 - June 2006
Columbia Funds Distributor Inc. 2000 - 2004
Skills
Community Outreach, Partner Relationship..., Secondary Education, Marketing Communications, Marketing Strategy, Fundraising, Public Relations, Sponsorship, Working With Students, Education, Charity Events, Child Support, Budget Management, Event Planning, FINRA Series 6, Multimedia Project..., Direct Marketing, Investor Relations, History, Social Studies, Child Development
Education
Providence College 2010 — 2012
Teacher Certification Program, Secondary Education and Teaching, 3.8
Northeastern University 1995 — 2000
Bachelor of Science (B.S.), Communication and Media Studies
Ralph Schlosser, BA, ALHC, RRP's Sun Life Financial Experience August 1996 - May 2006
Job Disability Management Consultant at Matrix Consulting Group Inc
Industry Marketing and Advertising
Experience
Matrix Consulting Group Inc August 2013 - Present
ShirWin Knowledge & Learning Systems Inc. April 2007 - April 2013
Sun Life Financial August 1996 - May 2006
Workers Compensation Board-Alberta August 1989 - November 1995
Skills
Supervisory Skills, Claims, Disability Management, Workers Compensation, Coaching, Negotiation, Performance Management, Team Building, Vocational..., Claim, Case Managment, Rehabilitation, Disabilities, Case Management, Job Coaching, Leadership, Disability Insurance
Education
University of Alberta 1984 — 1988
BA, Psychology
Northern Alberta Institute of Technology 1978 — 1981
Diploma, Plastic Engineering Technology
University of Alberta Faculty of Extension
Supervisory Development Citation
Matrix Consulting Group Inc August 2013 - Present
ShirWin Knowledge & Learning Systems Inc. April 2007 - April 2013
Sun Life Financial August 1996 - May 2006
Workers Compensation Board-Alberta August 1989 - November 1995
Skills
Supervisory Skills, Claims, Disability Management, Workers Compensation, Coaching, Negotiation, Performance Management, Team Building, Vocational..., Claim, Case Managment, Rehabilitation, Disabilities, Case Management, Job Coaching, Leadership, Disability Insurance
Education
University of Alberta 1984 — 1988
BA, Psychology
Northern Alberta Institute of Technology 1978 — 1981
Diploma, Plastic Engineering Technology
University of Alberta Faculty of Extension
Supervisory Development Citation
Stella Coote's Sun Life Financial Experience November 2005 - February 2009
Job AVP at State Street Global Markets
Industry Financial Services
Experience
State Street June 2012 - Present
State Street Bank & Trust June 2011 - June 2012
Horizon Financial Group, Inc March 2010 - June 2011
Sun Life Financial November 2005 - February 2009
Sun Life Financial November 2005 - September 2007
Brown Brothers Harriman August 2000 - November 2005
Brown & Company Securities January 1997 - August 2000
Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio
Education
Northeastern University
Business Administration
State Street June 2012 - Present
State Street Bank & Trust June 2011 - June 2012
Horizon Financial Group, Inc March 2010 - June 2011
Sun Life Financial November 2005 - February 2009
Sun Life Financial November 2005 - September 2007
Brown Brothers Harriman August 2000 - November 2005
Brown & Company Securities January 1997 - August 2000
Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio
Education
Northeastern University
Business Administration
Vladimir Parts's Sun Life Financial Experience December 2008 - Present
Job Testing Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2008 - Present
Sun Life Financial 2004 - 2007
JPMorgan 1998 - 2002
JPMorgan Chase 1998 - 2002
JP Morgan Chase 1998 - 2002
JPMorganChase 1998 - 2002
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Software Quality..., Test Cases, Regression Testing, Waterfall, Requirements Gathering, Business Requirements, Test Management, System Testing, Requirements Analysis, Business Analysis, Quality Assurance, Testing, Visio, Agile Methodologies, Software Project..., Test Automation, SQL, Defect Tracking, Test Strategy, QTP
Education
Pace University 1999 — 2001
MS, Information Systems
National Technical University "Kharkiv Polytechnic Institute" (NTU "KhPI") 1982 — 1988
Bachelor of Science (B.Sc.), electrical physics
Sun Life Financial December 2008 - Present
Sun Life Financial 2004 - 2007
JPMorgan 1998 - 2002
JPMorgan Chase 1998 - 2002
JP Morgan Chase 1998 - 2002
JPMorganChase 1998 - 2002
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Software Quality..., Test Cases, Regression Testing, Waterfall, Requirements Gathering, Business Requirements, Test Management, System Testing, Requirements Analysis, Business Analysis, Quality Assurance, Testing, Visio, Agile Methodologies, Software Project..., Test Automation, SQL, Defect Tracking, Test Strategy, QTP
Education
Pace University 1999 — 2001
MS, Information Systems
National Technical University "Kharkiv Polytechnic Institute" (NTU "KhPI") 1982 — 1988
Bachelor of Science (B.Sc.), electrical physics
Ryan Ouellette's Sun Life Financial Experience July 2007 - Present
Job Student Actuary at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2007 - Present
Skills
Risk Management, Insurance
Education
Northeastern University 2002 — 2007
BS, Computer Science and Math
Sun Life Financial July 2007 - Present
Skills
Risk Management, Insurance
Education
Northeastern University 2002 — 2007
BS, Computer Science and Math
William Demaree's Sun Life Financial Experience November 2010 - Present
Job Senior Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2010 - Present
Diversified Investment Advisors July 2009 - December 2009
Diversified Investment Advisors July 2008 - December 2008
John Hancock Wealth Management July 2007 - December 2007
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Variable Annuities, Indexed Annuities, Microsoft Excel, MS Excel Pivot Tables, VBA, MG-ALFA, Microsoft Office, Actuarial Exams
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Mathematics
Sun Life Financial November 2010 - Present
Diversified Investment Advisors July 2009 - December 2009
Diversified Investment Advisors July 2008 - December 2008
John Hancock Wealth Management July 2007 - December 2007
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Variable Annuities, Indexed Annuities, Microsoft Excel, MS Excel Pivot Tables, VBA, MG-ALFA, Microsoft Office, Actuarial Exams
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Mathematics
Andy Orear's Sun Life Financial Experience November 2000 - September 2003
Job VP, Stop Loss and Limited Benefit Medical Sales at Reliance Standard
Industry Insurance
Experience
Reliance Standard December 2012 - Present
Reliance Standard January 2009 - December 2012
Reliance Standard September 2003 - December 2008
Sun Life Financial November 2000 - September 2003
Assurant Employee Benefits 1994 - 2001
Unum June 1990 - December 1994
Skills
Disability Insurance, Brokers, Group Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Self-funded, Voluntary Employee..., Insurance, Underwriting, Long-term Care, Life Insurance
Education
Oregon State University 1985 — 1989
BA, Communication
Reliance Standard December 2012 - Present
Reliance Standard January 2009 - December 2012
Reliance Standard September 2003 - December 2008
Sun Life Financial November 2000 - September 2003
Assurant Employee Benefits 1994 - 2001
Unum June 1990 - December 1994
Skills
Disability Insurance, Brokers, Group Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Self-funded, Voluntary Employee..., Insurance, Underwriting, Long-term Care, Life Insurance
Education
Oregon State University 1985 — 1989
BA, Communication
Cynthia Rhine's Sun Life Financial Experience September 2014 - Present
Job Group Benefits Service Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
Shelemey Insurance & Financial Planning Ltd. May 2010 - September 2014
Shelemey Insurance & Financial Planning Ltd. October 2007 - August 2009
Skills
Employee Benefits, Benefits Administration, Human Resources, HR Policies, Communication, Microsoft Office, Problem Solving, Time Management, Interviews, Employee Relations, Customer Service
Education
Northern Alberta Institute of Technology 2009 — 2009
Diploma, Business Administration - Human Resources Management, Honours
Northern Alberta Institute of Technology 2005 — 2007
Diploma, Business Administration - Finance, Honours
Sun Life Financial September 2014 - Present
Shelemey Insurance & Financial Planning Ltd. May 2010 - September 2014
Shelemey Insurance & Financial Planning Ltd. October 2007 - August 2009
Skills
Employee Benefits, Benefits Administration, Human Resources, HR Policies, Communication, Microsoft Office, Problem Solving, Time Management, Interviews, Employee Relations, Customer Service
Education
Northern Alberta Institute of Technology 2009 — 2009
Diploma, Business Administration - Human Resources Management, Honours
Northern Alberta Institute of Technology 2005 — 2007
Diploma, Business Administration - Finance, Honours
Lois Lydon's Sun Life Financial Experience 1999 - 2001
Job
Industry
Experience
Sun Life Financial 1999 - 2001
Education
Northeastern University
Norwood
Sun Life Financial 1999 - 2001
Education
Northeastern University
Norwood
Susan Crush, RPA's Sun Life Financial Experience 1998 - 2002
Job Senior Property Manager at NewWest Enterprise, NewWest Enterprise Group
Industry Commercial Real Estate
Experience
McCor Management March 2014 - Present
Colliers International Canada May 2011 - February 2014
Westcorp Properties Inc. January 2010 - May 2011
Humford Management Inc. 2009 - 2009
Colliers International Canada 2002 - 2009
Sun Life Financial 1998 - 2002
Enterprise Bowlen/ Confed Life 1994 - 1996
Skills
Property Management, Lease Administration, Leases, Tenant, Corporate Real Estate, Landlord, Real Estate, Disposition, Lease Negotiations, Real Estate Development, Location Intelligence, Brokerage, Real Estate Transactions, Commercial Real Estate, Shopping Centers, Tenant Representation, Landlords, Dispositions, Contract Negotiation, Property, Yardi, Investment Properties, Real Estate License, Tenant Retention, Commercial Leasing, Real Estate Economics, Real Estate Financing
Education
BOMI 2006 — 2009
RPA, Real Property Administrator
RECA 2005 — 2005
Associate, Licensed Real Estate Agent
Northern Alberta Institute of Technology / NAIT 1995 — 1996
Building Operator 'A'
McCor Management March 2014 - Present
Colliers International Canada May 2011 - February 2014
Westcorp Properties Inc. January 2010 - May 2011
Humford Management Inc. 2009 - 2009
Colliers International Canada 2002 - 2009
Sun Life Financial 1998 - 2002
Enterprise Bowlen/ Confed Life 1994 - 1996
Skills
Property Management, Lease Administration, Leases, Tenant, Corporate Real Estate, Landlord, Real Estate, Disposition, Lease Negotiations, Real Estate Development, Location Intelligence, Brokerage, Real Estate Transactions, Commercial Real Estate, Shopping Centers, Tenant Representation, Landlords, Dispositions, Contract Negotiation, Property, Yardi, Investment Properties, Real Estate License, Tenant Retention, Commercial Leasing, Real Estate Economics, Real Estate Financing
Education
BOMI 2006 — 2009
RPA, Real Property Administrator
RECA 2005 — 2005
Associate, Licensed Real Estate Agent
Northern Alberta Institute of Technology / NAIT 1995 — 1996
Building Operator 'A'
Philip Mui's Sun Life Financial Experience November 2013 - Present
Job Senior Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial May 2008 - November 2013
Investors Bank & Trust August 2004 - April 2008
Education
Northeastern University 1999 — 2004
Bachelor, Accounting
Sun Life Financial November 2013 - Present
Sun Life Financial May 2008 - November 2013
Investors Bank & Trust August 2004 - April 2008
Education
Northeastern University 1999 — 2004
Bachelor, Accounting
Wuming Xia's Sun Life Financial Experience March 2008 - June 2008
Job Staff Accountant at Rochester CPAs
Industry Accounting
Experience
Rochester CPAs December 2013 - Present
Beta Alpha Psi January 2010 - December 2010
University of Michigan-Flint September 2008 - December 2010
Sun Life Financial March 2008 - June 2008
Skills
• Accounting and Tax:..., • Statistical: SPSS, Ultra Tax CS, Creative..., MS Office, Checkpoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Finance, Financial Analysis, Public Speaking, PowerPoint, Access, Research
Education
Oakland University 2013 — 2014
Post Master Certificate, Accounting
University of Michigan-Flint 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
East China University of Science and Technology 2004 — 2008
Bachelor's Degree, Economics and International Business
Rochester CPAs December 2013 - Present
Beta Alpha Psi January 2010 - December 2010
University of Michigan-Flint September 2008 - December 2010
Sun Life Financial March 2008 - June 2008
Skills
• Accounting and Tax:..., • Statistical: SPSS, Ultra Tax CS, Creative..., MS Office, Checkpoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Finance, Financial Analysis, Public Speaking, PowerPoint, Access, Research
Education
Oakland University 2013 — 2014
Post Master Certificate, Accounting
University of Michigan-Flint 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
East China University of Science and Technology 2004 — 2008
Bachelor's Degree, Economics and International Business
Isabella Lockwood's Sun Life Financial Experience June 1990 - August 2010
Job Advanced Underwriting Consultant at Unemployed, Life Insurance Underwriter
Industry Insurance
Experience
Unemployed, Life Insurance Underwriter Advanced Underwriting ConsultantING ReliastarMarch 2011 - March 2013
Sun Life Financial June 1990 - August 2010
Skills
Life Insurance
Education
Northeastern University
No degree, Financial Planning and Services
Unemployed, Life Insurance Underwriter Advanced Underwriting ConsultantING ReliastarMarch 2011 - March 2013
Sun Life Financial June 1990 - August 2010
Skills
Life Insurance
Education
Northeastern University
No degree, Financial Planning and Services
Laurie Reynolds's Sun Life Financial Experience
Job Sr. Manager Learning and Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial
Skills
Instructional Design, Blended Learning, Training Delivery, Performance Consulting, Needs Analysis, Leadership, Career Development, Workshop Facilitation, Employee Engagement, E-Learning, Captivate, Organizational..., Training, Coaching, Staff Development, Change Management, Management, Public Speaking
Education
Northeastern University
Business and Leadership
Sun Life Financial
Skills
Instructional Design, Blended Learning, Training Delivery, Performance Consulting, Needs Analysis, Leadership, Career Development, Workshop Facilitation, Employee Engagement, E-Learning, Captivate, Organizational..., Training, Coaching, Staff Development, Change Management, Management, Public Speaking
Education
Northeastern University
Business and Leadership
Stacie Cora's Sun Life Financial Experience June 2011 - July 2013
Job Tax Analyst at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial June 2011 - July 2013
Sun Life Financial May 2007 - May 2011
Liberty Mutual Insurance Company November 2000 - April 2007
Skills
Tax, Corporate Tax, Process Improvement, Account Reconciliation, Tax Returns, State Tax, Insurance, IRS, Sarbanes-Oxley, Tax Research, Tax Law, Income Tax, Financial Reporting, Tax Accounting, US GAAP, Internal Controls, Financial Accounting, Variance Analysis, General Ledger, Tax Reporting
Education
Northeastern University D'Amore-McKim School of Business 2008 — 2013
MST, Taxation
Northeastern University 1992 — 1996
Bachelors, Accounting
Delaware Life August 2013 - Present
Sun Life Financial June 2011 - July 2013
Sun Life Financial May 2007 - May 2011
Liberty Mutual Insurance Company November 2000 - April 2007
Skills
Tax, Corporate Tax, Process Improvement, Account Reconciliation, Tax Returns, State Tax, Insurance, IRS, Sarbanes-Oxley, Tax Research, Tax Law, Income Tax, Financial Reporting, Tax Accounting, US GAAP, Internal Controls, Financial Accounting, Variance Analysis, General Ledger, Tax Reporting
Education
Northeastern University D'Amore-McKim School of Business 2008 — 2013
MST, Taxation
Northeastern University 1992 — 1996
Bachelors, Accounting
K Michael Larson's Sun Life Financial Experience March 2008 - Present
Job Assoc Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2008 - Present
VERISIGN January 2007 - March 2008
Concentra January 2002 - January 2007
TJX 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Crystal Reports, Data Mining, Project Management, SQL, Analysis, Business Analysis, Financial Modeling, Process Improvement, Risk Management, Regulatory Submissions, Report Development, Data Warehouse..., Report Design, Visual Basic, C#, Essbase, Finance, Financial Planning, Investments, Management, SDLC, Data Flow, Webi, IFRS, GAAP
Education
Northeastern University
accounting
Sun Life Financial March 2008 - Present
VERISIGN January 2007 - March 2008
Concentra January 2002 - January 2007
TJX 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Crystal Reports, Data Mining, Project Management, SQL, Analysis, Business Analysis, Financial Modeling, Process Improvement, Risk Management, Regulatory Submissions, Report Development, Data Warehouse..., Report Design, Visual Basic, C#, Essbase, Finance, Financial Planning, Investments, Management, SDLC, Data Flow, Webi, IFRS, GAAP
Education
Northeastern University
accounting
Elikya Bokanga's Sun Life Financial Experience June 2014 - Present
Job Advanced Markets and Broker Education
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Wollastons May 2013 - May 2014
Rwanda Development Board July 2012 - August 2012
Skills
International Relations, Politics, Political Science, Policy Analysis, Qualitative Research, Diplomacy, Intercultural..., Government, Spanish, Public Policy, Economics, European Union, Democracy, Africa, Foreign Policy
Education
Northeastern University 2011 — 2016
Sun Life Financial June 2014 - Present
Wollastons May 2013 - May 2014
Rwanda Development Board July 2012 - August 2012
Skills
International Relations, Politics, Political Science, Policy Analysis, Qualitative Research, Diplomacy, Intercultural..., Government, Spanish, Public Policy, Economics, European Union, Democracy, Africa, Foreign Policy
Education
Northeastern University 2011 — 2016
Vanessa Paul's Sun Life Financial Experience 2002 - 2002
Job HRIS Analyst at Brandeis University
Industry Human Resources
Experience
Brandeis University 2015 - Present
Berklee College of Music June 2012 - April 2015
Dana-Farber Cancer Institute April 2011 - June 2012
Fresenius Medical Care August 2008 - April 2011
Harborside Healthcare August 2005 - August 2008
FirstGiving 2007 - 2007
Sun Life Financial 2002 - 2002
Skills
Systems Implementation..., Microsoft Office Suite..., Back Office Processing, Training Delivery, HRIS Database Management, Database Administration, Systems Analysis, System Testing, Configuration Management, PeopleSoft, Customer Satisfaction, Microsoft Excel, Human Resources, Training, Recruiting, Payroll, Process Improvement, Employee Training, Onboarding, Colleague by Ellucian, Informer- Entrinsik, Project Management, Software Project..., Position Management, Management, HRIS, Employee Benefits, Employee Relations, Applicant Tracking..., HR Policies, Leadership, Personnel Management, Software Documentation
Education
Northeastern University
BSBA, Management Information Systems and Marketing
Brandeis University 2015 - Present
Berklee College of Music June 2012 - April 2015
Dana-Farber Cancer Institute April 2011 - June 2012
Fresenius Medical Care August 2008 - April 2011
Harborside Healthcare August 2005 - August 2008
FirstGiving 2007 - 2007
Sun Life Financial 2002 - 2002
Skills
Systems Implementation..., Microsoft Office Suite..., Back Office Processing, Training Delivery, HRIS Database Management, Database Administration, Systems Analysis, System Testing, Configuration Management, PeopleSoft, Customer Satisfaction, Microsoft Excel, Human Resources, Training, Recruiting, Payroll, Process Improvement, Employee Training, Onboarding, Colleague by Ellucian, Informer- Entrinsik, Project Management, Software Project..., Position Management, Management, HRIS, Employee Benefits, Employee Relations, Applicant Tracking..., HR Policies, Leadership, Personnel Management, Software Documentation
Education
Northeastern University
BSBA, Management Information Systems and Marketing
Matthew Campopiano's Sun Life Financial Experience January 2007 - May 2007
Job Director of Operations at CompuMed, Inc
Industry Hospital & Health Care
Experience
CompuMed Inc January 2012 - Present
Data One Payment Solutions January 2012 - Present
Flagship Merchant Services March 2008 - December 2011
Sun Life Financial January 2007 - May 2007
Skills
Healthcare, Healthcare Management, Process Improvement, Operations Management, Project Management, Customer Service, Hospitals, Healthcare Information..., Microsoft Office, EMR, Microsoft Excel, Leadership, Program Management, Management, Salesforce.com
Education
Northeastern University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Management & MIS
Blair Academy 2001 — 2002
CompuMed Inc January 2012 - Present
Data One Payment Solutions January 2012 - Present
Flagship Merchant Services March 2008 - December 2011
Sun Life Financial January 2007 - May 2007
Skills
Healthcare, Healthcare Management, Process Improvement, Operations Management, Project Management, Customer Service, Hospitals, Healthcare Information..., Microsoft Office, EMR, Microsoft Excel, Leadership, Program Management, Management, Salesforce.com
Education
Northeastern University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Management & MIS
Blair Academy 2001 — 2002
Paula Conley's Sun Life Financial Experience October 2012 - July 2013
Job HR Advisor at Cambridge Health Alliance
Industry Human Resources
Experience
Cambridge Health Alliance July 2013 - Present
Sun Life Financial October 2012 - July 2013
Norwood Hospital December 1999 - September 2011
Hale and Dorr LLP August 1995 - July 1999
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Applicant Tracking..., Talent Management, HRIS, Resume Writing
Education
Northeastern University
Cambridge Health Alliance July 2013 - Present
Sun Life Financial October 2012 - July 2013
Norwood Hospital December 1999 - September 2011
Hale and Dorr LLP August 1995 - July 1999
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Applicant Tracking..., Talent Management, HRIS, Resume Writing
Education
Northeastern University
Kate Destefano's Sun Life Financial Experience January 2000 - January 2002
Job
Industry Financial Services
Experience
DTB Tax June 2015 - Present
KMD June 2014 - Present
Home Daycare October 2008 - April 2012
OMAM (Old Mutual Asset Management) September 2007 - July 2008
OMAM (Old Mutual Asset Management) August 2005 - September 2007
OMAM (Old Mutual Asset Management) January 2002 - August 2005
Sun Life Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Apple Pages, Apple Numbers, MBO, Kashoo
Education
Northeastern University 1998 — 2003
BS, International Business and Finance
DTB Tax June 2015 - Present
KMD June 2014 - Present
Home Daycare October 2008 - April 2012
OMAM (Old Mutual Asset Management) September 2007 - July 2008
OMAM (Old Mutual Asset Management) August 2005 - September 2007
OMAM (Old Mutual Asset Management) January 2002 - August 2005
Sun Life Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Apple Pages, Apple Numbers, MBO, Kashoo
Education
Northeastern University 1998 — 2003
BS, International Business and Finance
Robert Rega's Sun Life Financial Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Sun Life Financial July 2014 - December 2014
Skills
SAS, VBA, Python, Microsoft Office, Foreign Languages, Language Teaching
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Mathematics
Hempfield Area High School 2008 — 2012
Graduated 2nd out of 464
Sun Life Financial July 2014 - December 2014
Skills
SAS, VBA, Python, Microsoft Office, Foreign Languages, Language Teaching
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Mathematics
Hempfield Area High School 2008 — 2012
Graduated 2nd out of 464
Mitchell Macro's Sun Life Financial Experience January 2014 - Present
Job Actuarial Coop at Sun Life Financial
Industry
Experience
Sun Life Financial January 2014 - Present
Education
Northeastern University 2012 — 2017
Mathematics
Sun Life Financial January 2014 - Present
Education
Northeastern University 2012 — 2017
Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.