Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Savi Sanghara Savi Sanghara's Sun Life Financial Experience March 2013 - November 2014
Job Senior Business Analyst at Royal Bank of Canada
Industry Financial Services
Experience
RBC November 2014 - Present
Sun Life Financial March 2013 - November 2014
Deloitte January 2011 - March 2013
Exova Group Limited April 2010 - December 2010
Skills
Business Analysis, Project Management, Integration, Business Process..., Consulting, SDLC, Requirements Analysis, Requirements Gathering, ITIL v3 Foundations..., Visio, Data Analysis, Business Process, Change Management, Analysis, Management Consulting, Credit Cards, MS Project, Microsoft Project, Ariba, Payment Card Processing, Debit Cards, Planview Enterprise
Education
Queen's University 2004 — 2009
B.Sc.Eng., Mechanical Engineering, Materials Option
RBC November 2014 - Present
Sun Life Financial March 2013 - November 2014
Deloitte January 2011 - March 2013
Exova Group Limited April 2010 - December 2010
Skills
Business Analysis, Project Management, Integration, Business Process..., Consulting, SDLC, Requirements Analysis, Requirements Gathering, ITIL v3 Foundations..., Visio, Data Analysis, Business Process, Change Management, Analysis, Management Consulting, Credit Cards, MS Project, Microsoft Project, Ariba, Payment Card Processing, Debit Cards, Planview Enterprise
Education
Queen's University 2004 — 2009
B.Sc.Eng., Mechanical Engineering, Materials Option
Erin Higgins Erin Higgins's Sun Life Financial Experience August 2008 - April 2013
Job Insurance Advisor at Doctors of BC
Industry Financial Services
Experience
Doctors of BC April 2013 - Present
BNI City Nights October 2008 - April 2013
Sun Life Financial August 2008 - April 2013
Skills
Disability Insurance, Health Insurance, Retirement Savings, Critical Illness, Insurance, Small Business, Strategic Financial..., Wealth, Financial Advisory, Licensed Life & Health..., Life Insurance, Individual Health..., Education Savings, Financial Planners, Mortgage Marketing, Mortgage Protection, Employee Benefits, Sales, Wealth Management...
Education
The Institute, Advocis 2013 — 2014
CFP, Certified Financial Planner
The Institute, Advocis 2010 — 2012
CHS, Certified Health Insurance Specialist
The University of British Columbia 2003 — 2007
BA, English Literature
Royal Conservatory of Music 1999 — 2007
ARCT, Violin Performance
Queen's University 2003 — 2004
International Study Centre, Herstmonceux UK
Doctors of BC April 2013 - Present
BNI City Nights October 2008 - April 2013
Sun Life Financial August 2008 - April 2013
Skills
Disability Insurance, Health Insurance, Retirement Savings, Critical Illness, Insurance, Small Business, Strategic Financial..., Wealth, Financial Advisory, Licensed Life & Health..., Life Insurance, Individual Health..., Education Savings, Financial Planners, Mortgage Marketing, Mortgage Protection, Employee Benefits, Sales, Wealth Management...
Education
The Institute, Advocis 2013 — 2014
CFP, Certified Financial Planner
The Institute, Advocis 2010 — 2012
CHS, Certified Health Insurance Specialist
The University of British Columbia 2003 — 2007
BA, English Literature
Royal Conservatory of Music 1999 — 2007
ARCT, Violin Performance
Queen's University 2003 — 2004
International Study Centre, Herstmonceux UK
Curtis Ranta Curtis Ranta's Sun Life Financial Experience November 2010 - December 2011
Job Regional Vice President at The Hartford
Industry Financial Services
Experience
The Hartford June 2012 - Present
The Hartford January 2012 - June 2012
Sun Life Financial November 2010 - December 2011
The Hartford - PLANCO Financial Services, LLC December 2006 - November 2010
AIG SunAmerica January 2005 - December 2006
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 6, Series 63, 401k, Variable Annuities, Financial Services, Series 7, Financial Advisory, Long-term Care, Public Speaking, Marketing Strategy, Wholesale, Annuities, Wholesaling, Long Term Care
Education
Providence College 2001 — 2005
B.S, Marketing
St John's Prep 1998 — 2001
The Hartford June 2012 - Present
The Hartford January 2012 - June 2012
Sun Life Financial November 2010 - December 2011
The Hartford - PLANCO Financial Services, LLC December 2006 - November 2010
AIG SunAmerica January 2005 - December 2006
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 6, Series 63, 401k, Variable Annuities, Financial Services, Series 7, Financial Advisory, Long-term Care, Public Speaking, Marketing Strategy, Wholesale, Annuities, Wholesaling, Long Term Care
Education
Providence College 2001 — 2005
B.S, Marketing
St John's Prep 1998 — 2001
Christopher Traester Christopher Traester's Sun Life Financial Experience June 2013 - Present
Job Employee Benefits Wholesaler
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - September 2008
Skills
Relationship-building..., Relationship Management, Networking, Communication, Financial Advisory, Insurance Background, Strategic Partnerships, Strategic Planning, Annuity Sales, Community Marketing, Insurance, Sales, Employee Benefits
Education
Providence College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Hamden High School 2001 — 2005
Sun Life Financial June 2013 - Present
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - September 2008
Skills
Relationship-building..., Relationship Management, Networking, Communication, Financial Advisory, Insurance Background, Strategic Partnerships, Strategic Planning, Annuity Sales, Community Marketing, Insurance, Sales, Employee Benefits
Education
Providence College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Hamden High School 2001 — 2005
Jeremiah Bautista Jeremiah Bautista's Sun Life Financial Experience October 2011 - Present
Job at
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Jeren Media Solutions October 2013 - December 2014
Sun Life Financial February 2004 - October 2011
Skills
Lotus Notes, Business Analysis, Call Center, Customer Service, Problem Management, SDLC, Access, Process Improvement
Education
Polytechnic University of the Philippines 1994 — 2000
Bachelor of Business Administration (BBA), Management
Sun Life Financial October 2011 - Present
Jeren Media Solutions October 2013 - December 2014
Sun Life Financial February 2004 - October 2011
Skills
Lotus Notes, Business Analysis, Call Center, Customer Service, Problem Management, SDLC, Access, Process Improvement
Education
Polytechnic University of the Philippines 1994 — 2000
Bachelor of Business Administration (BBA), Management
Kimberly Stump Kimberly Stump's Sun Life Financial Experience April 2012 - October 2012
Job Sales Operations & Customer Service Professional
Industry Computer Hardware
Experience
Leatherman Tool Group October 2012 - Present
Sun Life Financial April 2012 - October 2012
Network Computing Devices May 1991 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Portland State University
University Of Oregon
Leatherman Tool Group October 2012 - Present
Sun Life Financial April 2012 - October 2012
Network Computing Devices May 1991 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Portland State University
University Of Oregon
Adam Hollis Adam Hollis's Sun Life Financial Experience April 1998 - June 2000
Job Vice President of National Strategic Sales at Chase Commerce Solutions
Industry Management Consulting
Experience
Chase Paymentech, a JPMorgan Chase Company January 2014 - Present
W. Capra Consulting Group April 2013 - December 2013
W. Capra Consulting Group July 2011 - April 2013
Vindicia August 2010 - July 2011
Chase Paymentech October 2008 - August 2010
Chase Paymentech October 2007 - October 2008
Chase Paymentech Solutions May 2004 - 2007
Circles June 2000 - November 2004
Sun Life Financial April 1998 - June 2000
Skills
Strategic Partnerships, Key Account Management, New Business Development, Account Management, Payment Processing, Payments, Online Payments, Merchant Services, E-commerce, Credit Cards, Payment Gateways, Electronic Payments, Credit Card Processing, Gift Cards, Prepaid Cards, Management Consulting, Payment Card Processing, E-payments, Debit Cards, Payment Systems, PCI DSS, Start-ups, Mobile Payments, Product Management, Analysis, Strategy, Business Development, Mobile Commerce, Acquiring, Program Management, Cards, Management, Leadership, Executive Management, Transaction Processing, Payment Industry, Payment Services, Contract Negotiation, Loyalty Programs, Sales, Customer Acquisition, Loyalty Marketing, SaaS, Channel Partners, Financial Services, Analytics, Vendor Management, Consulting, Risk Management, Relationship Management
Education
Plymouth State University 1994 — 1998
Bachelor of Science
Chase Paymentech, a JPMorgan Chase Company January 2014 - Present
W. Capra Consulting Group April 2013 - December 2013
W. Capra Consulting Group July 2011 - April 2013
Vindicia August 2010 - July 2011
Chase Paymentech October 2008 - August 2010
Chase Paymentech October 2007 - October 2008
Chase Paymentech Solutions May 2004 - 2007
Circles June 2000 - November 2004
Sun Life Financial April 1998 - June 2000
Skills
Strategic Partnerships, Key Account Management, New Business Development, Account Management, Payment Processing, Payments, Online Payments, Merchant Services, E-commerce, Credit Cards, Payment Gateways, Electronic Payments, Credit Card Processing, Gift Cards, Prepaid Cards, Management Consulting, Payment Card Processing, E-payments, Debit Cards, Payment Systems, PCI DSS, Start-ups, Mobile Payments, Product Management, Analysis, Strategy, Business Development, Mobile Commerce, Acquiring, Program Management, Cards, Management, Leadership, Executive Management, Transaction Processing, Payment Industry, Payment Services, Contract Negotiation, Loyalty Programs, Sales, Customer Acquisition, Loyalty Marketing, SaaS, Channel Partners, Financial Services, Analytics, Vendor Management, Consulting, Risk Management, Relationship Management
Education
Plymouth State University 1994 — 1998
Bachelor of Science
Matt Corsi Matt Corsi's Sun Life Financial Experience May 2006 - September 2008
Job Marketing Communications Specialist at Tedeschi Food Shops, Inc.
Industry Graphic Design
Experience
Tedeschi Food Shops, Inc. November 2013 - Present
STEP Inspire January 2012 - Present
Tedeschi Food Shops, Inc. January 2013 - November 2013
Teavana August 2011 - December 2011
Sun Life Financial May 2006 - September 2008
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Teamwork, Event Planning, Photoshop, English, Social Networking, Web Developers, Web Design, Web Development, WordPress, Logo Design, Graphic Design, Illustrator, Dreamweaver, Adobe Creative Suite, InDesign, Facebook
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Business
Westwood High School 2004 — 2006
Tedeschi Food Shops, Inc. November 2013 - Present
STEP Inspire January 2012 - Present
Tedeschi Food Shops, Inc. January 2013 - November 2013
Teavana August 2011 - December 2011
Sun Life Financial May 2006 - September 2008
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Teamwork, Event Planning, Photoshop, English, Social Networking, Web Developers, Web Design, Web Development, WordPress, Logo Design, Graphic Design, Illustrator, Dreamweaver, Adobe Creative Suite, InDesign, Facebook
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Business
Westwood High School 2004 — 2006
Cheryl Barton Cheryl Barton's Sun Life Financial Experience 2005 - Present
Job National Account Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2005 - Present
Eckler Partners Ltd. 1999 - 2005
Buck Consultants 1993 - 1999
Mercer May 1988 - June 1993
Canada Life Assurance Company 1985 - 1988
Education
Queen's University 1979 — 1983
BComm, Marketing
Sun Life Financial 2005 - Present
Eckler Partners Ltd. 1999 - 2005
Buck Consultants 1993 - 1999
Mercer May 1988 - June 1993
Canada Life Assurance Company 1985 - 1988
Education
Queen's University 1979 — 1983
BComm, Marketing
Jared Evans Jared Evans's Sun Life Financial Experience September 2011 - January 2012
Job Product Manager at MAJiK Systems
Industry Internet
Experience
MAJiK Systems January 2014 - Present
Apple August 2013 - December 2013
Broadcom January 2013 - April 2013
Aeryon Labs Inc May 2012 - September 2012
Sun Life Financial September 2011 - January 2012
Skills
Project Management, Agile Project Management, Project Planning, Project Finance, Software Development, Search Engines, Databases, Data Mining, Machine Learning, Telecommunications, Telephony, Wireless, Bluetooth, Technical Writing, Technical Presentations, ERP
Education
University of Waterloo 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Engineering/Industrial Management
Queen's University 2008 — 2009
MAJiK Systems January 2014 - Present
Apple August 2013 - December 2013
Broadcom January 2013 - April 2013
Aeryon Labs Inc May 2012 - September 2012
Sun Life Financial September 2011 - January 2012
Skills
Project Management, Agile Project Management, Project Planning, Project Finance, Software Development, Search Engines, Databases, Data Mining, Machine Learning, Telecommunications, Telephony, Wireless, Bluetooth, Technical Writing, Technical Presentations, ERP
Education
University of Waterloo 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Engineering/Industrial Management
Queen's University 2008 — 2009
Melody Wetherbee Melody Wetherbee's Sun Life Financial Experience August 2008 - Present
Job Workers Comp Claims Adjuster at AutoOwners Insurance
Industry Financial Services
Experience
Auto-Owners Insurance September 2013 - Present
Sun Life Financial August 2008 - Present
Skills
Disability Insurance, Insurance, Customer Service, Life Insurance, Microsoft Excel, Underwriting, Group Insurance, Team-oriented, Lotus Notes, PowerPoint, Self-driven, Management, People-oriented, Efficiency, QuickBooks, Organization, Quote Preparation, Positivity, Learning Quickly, Loyal, Workers' Compensation..., Claim
Education
Pensacola Christian College 1991 — 1995
Bachelor of Arts (B.A.), Music Performance, General, Dean's List
Auto-Owners Insurance September 2013 - Present
Sun Life Financial August 2008 - Present
Skills
Disability Insurance, Insurance, Customer Service, Life Insurance, Microsoft Excel, Underwriting, Group Insurance, Team-oriented, Lotus Notes, PowerPoint, Self-driven, Management, People-oriented, Efficiency, QuickBooks, Organization, Quote Preparation, Positivity, Learning Quickly, Loyal, Workers' Compensation..., Claim
Education
Pensacola Christian College 1991 — 1995
Bachelor of Arts (B.A.), Music Performance, General, Dean's List
Chelsey McCartney Chelsey McCartney's Sun Life Financial Experience July 2013 - Present
Job Actuarial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial June 2012 - August 2012
Skills
Microsoft Excel, SAS, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Data Analysis, Access, Public Speaking, Time Management, Leadership, VBA, Insurance
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Sun Life Financial July 2013 - Present
Sun Life Financial June 2012 - August 2012
Skills
Microsoft Excel, SAS, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Data Analysis, Access, Public Speaking, Time Management, Leadership, VBA, Insurance
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
William Hauser William Hauser's Sun Life Financial Experience 2007 - 2013
Job Director & Actuary at Met Life
Industry Financial Services
Experience
MetLife July 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial 2007 - 2013
Sun Life Financial 2005 - 2007
Sun Life Financial 2001 - 2005
Sun Life Financial 1993 - 2001
Prudential Financial 1983 - 1993
Skills
System skills include..., Investments, Financial Analysis, Fixed Annuities, Risk Management, Business Analysis, Financial Risk, Account Management, Insurance, Financial Reporting, Process Improvement, Managerial Finance, Corporate Finance, Strategic Financial..., Asset Allocation, Budgets, Project Management, Financial Modeling, Finance
Education
The University of Michigan 1981 — 1983
Master of Business Administration (MBA)
Penn State University 1978 — 1981
Bachelor of Science (BS), Economics
MetLife July 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial 2007 - 2013
Sun Life Financial 2005 - 2007
Sun Life Financial 2001 - 2005
Sun Life Financial 1993 - 2001
Prudential Financial 1983 - 1993
Skills
System skills include..., Investments, Financial Analysis, Fixed Annuities, Risk Management, Business Analysis, Financial Risk, Account Management, Insurance, Financial Reporting, Process Improvement, Managerial Finance, Corporate Finance, Strategic Financial..., Asset Allocation, Budgets, Project Management, Financial Modeling, Finance
Education
The University of Michigan 1981 — 1983
Master of Business Administration (MBA)
Penn State University 1978 — 1981
Bachelor of Science (BS), Economics
Tom Bogart Tom Bogart's Sun Life Financial Experience 1998 - 2014
Job Senior executive with broad international business and board experience
Industry Financial Services
Experience
Corporate Director July 2014 - Present
Sun Life Financial 1998 - 2014
Torys LLP 1986 - 1998
Skills
Leadership, Corporate Governance, Board Governance, Business Partner..., International Joint..., Strategic Planning, Public Affairs, Project Management, Legal Compliance, Strategic Corporate..., Corporate Law, Securities Law, Business Strategy, Securities Regulation, Mergers & Acquisitions
Education
Queen's University 1975 — 1978
Bachelor of Laws (LLB)
University of Guelph 1971 — 1975
Bachelor of Arts (B.A.), English and Political Science
De La Salle College "Oaklands" 1961 — 1971
Corporate Director July 2014 - Present
Sun Life Financial 1998 - 2014
Torys LLP 1986 - 1998
Skills
Leadership, Corporate Governance, Board Governance, Business Partner..., International Joint..., Strategic Planning, Public Affairs, Project Management, Legal Compliance, Strategic Corporate..., Corporate Law, Securities Law, Business Strategy, Securities Regulation, Mergers & Acquisitions
Education
Queen's University 1975 — 1978
Bachelor of Laws (LLB)
University of Guelph 1971 — 1975
Bachelor of Arts (B.A.), English and Political Science
De La Salle College "Oaklands" 1961 — 1971
Cory Williams Cory Williams's Sun Life Financial Experience May 2013 - Present
Job Director, Brighter Way at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Sun Life Financial July 2006 - May 2013
Sun Life Financial May 2004 - July 2006
Sun Life Financial May 2000 - May 2004
Skills
Disability Insurance, Business Analysis, Requirements Gathering, Insurance, Process Improvement, Change Management, Business Process..., Business Requirements, Risk Management, Requirements Analysis, Vendor Management, SDLC
Education
Queen's University 1996 — 2000
Bachelor of Commerce
Sun Life Financial May 2013 - Present
Sun Life Financial July 2006 - May 2013
Sun Life Financial May 2004 - July 2006
Sun Life Financial May 2000 - May 2004
Skills
Disability Insurance, Business Analysis, Requirements Gathering, Insurance, Process Improvement, Change Management, Business Process..., Business Requirements, Risk Management, Requirements Analysis, Vendor Management, SDLC
Education
Queen's University 1996 — 2000
Bachelor of Commerce
Ivan Arturo Ivan Arturo's Sun Life Financial Experience September 2008 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2008 - Present
TELUS January 2006 - December 2007
Skills
Investments, Insurance, Customer Relations, Mutual Funds, Excel, Financial Planning, Strategic Financial..., Retirement Planning, Disability Insurance, Wealth Management, Financial Analysis, Microsoft Excel, Sales, Customer Service, Financial Advisory, Life Insurance, Fixed Annuities, Finance, Investment Advisory, Retirement, Credit, Financial Planners, Securities
Education
York University 2004 — 2008
BAS (Hon), Business Admin. (Financial Planning)
Pontificia Universidad Javeriana 1999 — 2002
Bachelor of Business Administration, Finance
Sun Life Financial September 2008 - Present
TELUS January 2006 - December 2007
Skills
Investments, Insurance, Customer Relations, Mutual Funds, Excel, Financial Planning, Strategic Financial..., Retirement Planning, Disability Insurance, Wealth Management, Financial Analysis, Microsoft Excel, Sales, Customer Service, Financial Advisory, Life Insurance, Fixed Annuities, Finance, Investment Advisory, Retirement, Credit, Financial Planners, Securities
Education
York University 2004 — 2008
BAS (Hon), Business Admin. (Financial Planning)
Pontificia Universidad Javeriana 1999 — 2002
Bachelor of Business Administration, Finance
Steven Putterman Steven Putterman's Sun Life Financial Experience January 2011 - March 2012
Job Instructor in Risk Management (Fall 2015) at Penn State University
Industry Insurance
Experience
Penn State University 2015 - Present
Sun Life Financial January 2011 - March 2012
Prudential Financial 2004 - December 2010
Phoenix Life Insurance Company 2000 - 2003
Aetna Life & Casualty 1990 - 2000
Manhattan Life January 1988 - December 1989
Connecticut National Life Insurance Co. 1983 - 1988
The Hartford Insurance Group 1978 - 1983
Skills
Product Management, Fixed Annuities, Actuarial Science, Risk Management, Financial Risk, Innovation, Variable Annuities, Marketing, Employee Benefits, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Retirement, Life Insurance, Retirement Planning, Financial Services, Insurance, Underwriting, Series 63, Wealth Management, Pensions, Series 6, 401k
Education
Penn State University
BS, Math
Penn State University 2015 - Present
Sun Life Financial January 2011 - March 2012
Prudential Financial 2004 - December 2010
Phoenix Life Insurance Company 2000 - 2003
Aetna Life & Casualty 1990 - 2000
Manhattan Life January 1988 - December 1989
Connecticut National Life Insurance Co. 1983 - 1988
The Hartford Insurance Group 1978 - 1983
Skills
Product Management, Fixed Annuities, Actuarial Science, Risk Management, Financial Risk, Innovation, Variable Annuities, Marketing, Employee Benefits, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Retirement, Life Insurance, Retirement Planning, Financial Services, Insurance, Underwriting, Series 63, Wealth Management, Pensions, Series 6, 401k
Education
Penn State University
BS, Math
J. Michael Hanselman J. Michael Hanselman's Sun Life Financial Experience February 2005 - June 2012
Job Regional Director at Piedmont Capital Distributors, LLC
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
Chantal Gray Chantal Gray's Sun Life Financial Experience April 2015 - Present
Job Senior Bilingual Underwriting Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2015 - Present
Munich Re January 2011 - March 2015
BW Underwriting Services May 2007 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2004 - May 2007
Canada Life 1997 - 2003
Skills
Underwriting, Reinsurance, Insurance, Disability Insurance, Claims, Process Improvement, Strategic Planning, Customer Relations, Team Building, Health Insurance, Product Development, Risk Management, Customer Service, Actuarial Science, Life Insurance, Term Life Insurance, Claims Management
Education
Queen's University 1989 — 1993
BA, French Litterature
Sun Life Financial April 2015 - Present
Munich Re January 2011 - March 2015
BW Underwriting Services May 2007 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2004 - May 2007
Canada Life 1997 - 2003
Skills
Underwriting, Reinsurance, Insurance, Disability Insurance, Claims, Process Improvement, Strategic Planning, Customer Relations, Team Building, Health Insurance, Product Development, Risk Management, Customer Service, Actuarial Science, Life Insurance, Term Life Insurance, Claims Management
Education
Queen's University 1989 — 1993
BA, French Litterature
Jennifer Frank Jennifer Frank's Sun Life Financial Experience January 2008 - Present
Job Associate Director, IT Project Management at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial January 2008 - Present
Sun Life Financial June 2004 - January 2008
Sun Life Financial June 2001 - June 2004
Sun Life Financial April 2000 - June 2001
Sun Life Financial January 1998 - January 2000
JOHN HANCOCK January 1996 - January 1998
Skills
Microsoft Office, ACORD, Change Management, Problem Solving, Program Management, MS Project, Project Execution, Vendor Relations, Client Relationship..., Business Communications, Project Oversight, International Project..., Mainframe, Distributed Systems, Risk Management, Budget Tracking, Resource Management, Mentoring, Virtual Teams, Project Management, Budgets, Requirements Gathering, Business Analysis, Training, Process Improvement, Requirements Analysis, Management, Analysis, CRM, Visio, Software Project..., Quality Assurance, Leadership, SDLC, Vendor Management, Business Requirements, Product Management, Strategy, PMP, Team Building, Software Documentation, Testing, Software Development, Databases, PMO, IT Strategy, Systems Analysis, Strategic Planning, IT Management, Cross-functional Team...
Education
Providence College
Bachelor of Arts, International Relations
College Internationale de Cannes
Sun Life Financial January 2008 - Present
Sun Life Financial June 2004 - January 2008
Sun Life Financial June 2001 - June 2004
Sun Life Financial April 2000 - June 2001
Sun Life Financial January 1998 - January 2000
JOHN HANCOCK January 1996 - January 1998
Skills
Microsoft Office, ACORD, Change Management, Problem Solving, Program Management, MS Project, Project Execution, Vendor Relations, Client Relationship..., Business Communications, Project Oversight, International Project..., Mainframe, Distributed Systems, Risk Management, Budget Tracking, Resource Management, Mentoring, Virtual Teams, Project Management, Budgets, Requirements Gathering, Business Analysis, Training, Process Improvement, Requirements Analysis, Management, Analysis, CRM, Visio, Software Project..., Quality Assurance, Leadership, SDLC, Vendor Management, Business Requirements, Product Management, Strategy, PMP, Team Building, Software Documentation, Testing, Software Development, Databases, PMO, IT Strategy, Systems Analysis, Strategic Planning, IT Management, Cross-functional Team...
Education
Providence College
Bachelor of Arts, International Relations
College Internationale de Cannes
Kelly Griffin's Sun Life Financial Experience October 2008 - August 2011
Job Lawyer at Sutherland Mark Lawyers
Industry Law Practice
Experience
Sutherland Mark Lawyers July 2015 - Present
Waterloo Region Law Association April 2010 - Present
Manulife April 2013 - May 2015
McCarter Grespan Beynon Weir LLP September 2011 - April 2013
Canadian Mental Health Association - Grand River Branch June 2011 - October 2012
Sun Life Financial October 2008 - August 2011
Fraser Milner Casgrain LLP September 2006 - October 2008
Skills
Mergers & Acquisitions, Commercial Litigation, Mergers, Legal Advice, Corporate Law, Legal Compliance, Securities Regulation, Corporate Governance, Privacy Law, Legal Research, Legal Writing, Litigation
Education
Western University 2002 — 2005
L.L.B, Law
Queen's University 1998 — 2002
B.A. Honours, Psychology
Sutherland Mark Lawyers July 2015 - Present
Waterloo Region Law Association April 2010 - Present
Manulife April 2013 - May 2015
McCarter Grespan Beynon Weir LLP September 2011 - April 2013
Canadian Mental Health Association - Grand River Branch June 2011 - October 2012
Sun Life Financial October 2008 - August 2011
Fraser Milner Casgrain LLP September 2006 - October 2008
Skills
Mergers & Acquisitions, Commercial Litigation, Mergers, Legal Advice, Corporate Law, Legal Compliance, Securities Regulation, Corporate Governance, Privacy Law, Legal Research, Legal Writing, Litigation
Education
Western University 2002 — 2005
L.L.B, Law
Queen's University 1998 — 2002
B.A. Honours, Psychology
Dave Montville Dave Montville's Sun Life Financial Experience August 1998 - June 2000
Job Senior Consultant at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Insurance
Experience
Marsh & McLennan Agency, known locally as Bostonian Group May 2012 - Present
Aon Hewitt June 2000 - May 2012
Sun Life Financial August 1998 - June 2000
CIGNA Healthcare January 1996 - August 1998
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Talent Management, Requirements Gathering, Outsourcing, Healthcare, Retirement, HR Consulting, Sales, Employer Branding, Defined Benefit, Benefits Administration
Education
Providence College 1991 — 1995
BS, Management
Marsh & McLennan Agency, known locally as Bostonian Group May 2012 - Present
Aon Hewitt June 2000 - May 2012
Sun Life Financial August 1998 - June 2000
CIGNA Healthcare January 1996 - August 1998
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Talent Management, Requirements Gathering, Outsourcing, Healthcare, Retirement, HR Consulting, Sales, Employer Branding, Defined Benefit, Benefits Administration
Education
Providence College 1991 — 1995
BS, Management
Ryann Hall, CFA Ryann Hall, CFA's Sun Life Financial Experience September 2012 - May 2013
Job Investment Strategy Senior Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. June 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial August 2010 - May 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Delta Dental RI Insurance May 2009 - May 2010
Providence College Department of Mathematics September 2007 - May 2010
Coatesville Country Club June 2004 - August 2007
Skills
Portfolio Management, Analysis, Management, Analytics, Strategy, Asset Allocation, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Research, Variable Annuities, SQL Server Management..., Leadership
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Bishop Shanahan High School 2002 — 2006
Valedictorian
Hirtle, Callaghan & Co. June 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial August 2010 - May 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Delta Dental RI Insurance May 2009 - May 2010
Providence College Department of Mathematics September 2007 - May 2010
Coatesville Country Club June 2004 - August 2007
Skills
Portfolio Management, Analysis, Management, Analytics, Strategy, Asset Allocation, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Research, Variable Annuities, SQL Server Management..., Leadership
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Bishop Shanahan High School 2002 — 2006
Valedictorian
Melissa (Hernandez) Geissler, MBA Melissa (Hernandez) Geissler, MBA's Sun Life Financial Experience May 2005 - September 2011
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Sun Life Financial May 2005 - September 2011
Skills
Strategic Planning, Leadership, Management, Sales, Team Leadership, Financial Analysis, Customer Service, Social Media, Training, Marketing, Microsoft Excel, Marketing Strategy, Event Planning, Financial Modeling, Microsoft Office, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance, General
Whittier College
Bachelor of Arts, Business Administration
Wells Fargo May 2014 - Present
Sun Life Financial May 2005 - September 2011
Skills
Strategic Planning, Leadership, Management, Sales, Team Leadership, Financial Analysis, Customer Service, Social Media, Training, Marketing, Microsoft Excel, Marketing Strategy, Event Planning, Financial Modeling, Microsoft Office, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance, General
Whittier College
Bachelor of Arts, Business Administration
Chad Matheson Chad Matheson's Sun Life Financial Experience June 2014 - Present
Job Counsel at Sun Life Financial
Industry Law Practice
Experience
Sun Life Financial June 2014 - Present
Cassels Brock & Blackwell LLP May 2011 - May 2014
Cameron MacKendrick LLP September 2008 - April 2011
Vale January 2002 - August 2004
Education
The University of Western Ontario 2004 — 2007
LL.B., Law(Intellectual Property)
Queen's University 1997 — 2001
B.Sc. (Eng.), Mining Engineering
Sun Life Financial June 2014 - Present
Cassels Brock & Blackwell LLP May 2011 - May 2014
Cameron MacKendrick LLP September 2008 - April 2011
Vale January 2002 - August 2004
Education
The University of Western Ontario 2004 — 2007
LL.B., Law(Intellectual Property)
Queen's University 1997 — 2001
B.Sc. (Eng.), Mining Engineering
Connie Hart BA, PMP Connie Hart BA, PMP's Sun Life Financial Experience 2002 - 2010
Job Project Manager
Industry Information Technology and Services
Experience
Export Development Canada 2011 - 2014
Sun Life Financial 2002 - 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1990 - 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Project Management, Integration, Program Management, PMP, Team Leadership, Project Portfolio..., Business Process...
Education
St. Lawrence College 1977 — 1979
Diploma, Business Administration - Computing and Information Processing
Queen's University 1975 — 1979
BA, Math, Psychology
Export Development Canada 2011 - 2014
Sun Life Financial 2002 - 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1990 - 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Project Management, Integration, Program Management, PMP, Team Leadership, Project Portfolio..., Business Process...
Education
St. Lawrence College 1977 — 1979
Diploma, Business Administration - Computing and Information Processing
Queen's University 1975 — 1979
BA, Math, Psychology
Rich Crowley Rich Crowley's Sun Life Financial Experience November 2007 - February 2008
Job
Industry Information Technology and Services
Experience
Validus Research Inc. October 2014 - December 2014
Greenshore Technology Services Inc. May 2014 - September 2014
MCAP October 2012 - May 2014
Equitable Life 2008 - June 2012
Sun Life Financial November 2007 - February 2008
MCAP Financial February 2005 - September 2007
Sun Life Financial September 2004 - February 2005
Economical Insurance Group January 2004 - July 2004
Sun Life Financial September 2002 - December 2003
Economical Insurance February 2001 - February 2002
Skills
Project Management, Agile Project Management, Agile & Waterfall..., Ingenium, .NET, Portfolio Management, Program Management, MS Project, Insurance, Requirements Analysis, Web Application Design, Scrum, Software Project..., Waterfall, Agile Methodologies, SDLC, SharePoint, Business Analysis, Software Documentation, Software Development, Management, Quality Assurance, PMO, PMP, Requirements Gathering, Visio, Project Delivery, Vendor Management, Business Requirements
Education
Queen's University
B.Comm
Validus Research Inc. October 2014 - December 2014
Greenshore Technology Services Inc. May 2014 - September 2014
MCAP October 2012 - May 2014
Equitable Life 2008 - June 2012
Sun Life Financial November 2007 - February 2008
MCAP Financial February 2005 - September 2007
Sun Life Financial September 2004 - February 2005
Economical Insurance Group January 2004 - July 2004
Sun Life Financial September 2002 - December 2003
Economical Insurance February 2001 - February 2002
Skills
Project Management, Agile Project Management, Agile & Waterfall..., Ingenium, .NET, Portfolio Management, Program Management, MS Project, Insurance, Requirements Analysis, Web Application Design, Scrum, Software Project..., Waterfall, Agile Methodologies, SDLC, SharePoint, Business Analysis, Software Documentation, Software Development, Management, Quality Assurance, PMO, PMP, Requirements Gathering, Visio, Project Delivery, Vendor Management, Business Requirements
Education
Queen's University
B.Comm
Newton Silva Newton Silva's Sun Life Financial Experience March 2014 - September 2014
Job Telecom Professional
Industry Insurance
Experience
Sun Life Financial March 2014 - September 2014
Sierra Controls August 2011 - February 2014
PMI-CTT Chapter January 2011 - February 2014
University of Waterloo 2011 - 2011
Pimenta Camargo Ltda 2003 - 2008
Condux International 2000 - 2002
Denwabras 1998 - 2000
Itaipu Binacional 1987 - 1997
Telepar 1977 - 1986
Skills
Telecommunications, Budgets, Construction, Time Management, Customer Satisfaction, Project Planning, PMP, Project Management, Team Leadership, Program Management, Project Coordination, Change Management, Engineering, Integration, MS Project, Quality Assurance, Team Building, Business Analysis, Business Strategy, Leadership, Data Analysis, Strategy, Strategic Planning, Analysis, Business Planning, Business Process..., Management, Microsoft Project
Education
University of Waterloo 2010 — 2011
Master, Management Sciences
Escola Superior de Guerra 1993 — 1993
Master, Policies and Strategy
Pontifícia Universidade Católica do Paraná 1988 — 1989
Post Graduation, Management of Engineering Business
Instituto Nacional de Telecomunicações INATEL 1972 — 1976
BSc, Engineering
Sun Life Financial March 2014 - September 2014
Sierra Controls August 2011 - February 2014
PMI-CTT Chapter January 2011 - February 2014
University of Waterloo 2011 - 2011
Pimenta Camargo Ltda 2003 - 2008
Condux International 2000 - 2002
Denwabras 1998 - 2000
Itaipu Binacional 1987 - 1997
Telepar 1977 - 1986
Skills
Telecommunications, Budgets, Construction, Time Management, Customer Satisfaction, Project Planning, PMP, Project Management, Team Leadership, Program Management, Project Coordination, Change Management, Engineering, Integration, MS Project, Quality Assurance, Team Building, Business Analysis, Business Strategy, Leadership, Data Analysis, Strategy, Strategic Planning, Analysis, Business Planning, Business Process..., Management, Microsoft Project
Education
University of Waterloo 2010 — 2011
Master, Management Sciences
Escola Superior de Guerra 1993 — 1993
Master, Policies and Strategy
Pontifícia Universidade Católica do Paraná 1988 — 1989
Post Graduation, Management of Engineering Business
Instituto Nacional de Telecomunicações INATEL 1972 — 1976
BSc, Engineering
Stephanie Fritz, CPCC Stephanie Fritz, CPCC's Sun Life Financial Experience October 2005 - October 2007
Job VP, Leadership Development
Industry Human Resources
Experience
Bank of America July 2014 - Present
Stephanie Fritz Consulting May 2012 - Present
AppNexus May 2013 - June 2014
Moody's Corporation September 2012 - May 2013
Vertex Pharmaceuticals October 2007 - April 2012
Sun Life Financial October 2005 - October 2007
IHS Dialysis/Rush Realty October 2004 - October 2005
The Manhattan Club March 2004 - October 2004
Vale First and Middle School January 2003 - March 2003
Penn State Lion Line August 1999 - December 2002
Skills
Large Group Facilitation, Coaching, Team Building, Mentoring, Career Development..., Leadership Development, Organizational..., Career Counseling, Training Delivery, Performance Management, Change Management, Training, Workshop Facilitation, Employee Engagement, Career Development, Leadership, Succession Planning, Instructional Design, Onboarding, Staff Development, Executive Coaching, Program Management, Recruiting, Management, Organizational..., MBTI, Talent Management, Emotional Intelligence, Employee Training, Strategy, Management Development, Consulting, Organizational Design, Pharmaceutical Industry, Strategic Planning
Education
Penn State University 1999 — 2003
BS, Elementary Education
Bank of America July 2014 - Present
Stephanie Fritz Consulting May 2012 - Present
AppNexus May 2013 - June 2014
Moody's Corporation September 2012 - May 2013
Vertex Pharmaceuticals October 2007 - April 2012
Sun Life Financial October 2005 - October 2007
IHS Dialysis/Rush Realty October 2004 - October 2005
The Manhattan Club March 2004 - October 2004
Vale First and Middle School January 2003 - March 2003
Penn State Lion Line August 1999 - December 2002
Skills
Large Group Facilitation, Coaching, Team Building, Mentoring, Career Development..., Leadership Development, Organizational..., Career Counseling, Training Delivery, Performance Management, Change Management, Training, Workshop Facilitation, Employee Engagement, Career Development, Leadership, Succession Planning, Instructional Design, Onboarding, Staff Development, Executive Coaching, Program Management, Recruiting, Management, Organizational..., MBTI, Talent Management, Emotional Intelligence, Employee Training, Strategy, Management Development, Consulting, Organizational Design, Pharmaceutical Industry, Strategic Planning
Education
Penn State University 1999 — 2003
BS, Elementary Education
Michael Cornacchia's Sun Life Financial Experience April 2015 - Present
Job Digital Marketing Specialist at Neumarkets
Industry Insurance
Experience
Neumarkets September 2015 - Present
Sun Life Financial April 2015 - Present
Sun Life Financial January 2015 - April 2015
State Street March 2014 - December 2014
Queen's University September 2008 - April 2013
Skills
Event Planning, Research, Administration, Scheduling, Customer Service, System Administration, Process Scheduler, Teamwork, Creative Writing, Time Management, Microsoft Excel, Economics, Finance, Statistics, Stata, Analysis, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Risk Management, VBA, Leadership
Education
Queen's University 2008 — 2013
B.A.(Hons), Applied Economics
Neumarkets September 2015 - Present
Sun Life Financial April 2015 - Present
Sun Life Financial January 2015 - April 2015
State Street March 2014 - December 2014
Queen's University September 2008 - April 2013
Skills
Event Planning, Research, Administration, Scheduling, Customer Service, System Administration, Process Scheduler, Teamwork, Creative Writing, Time Management, Microsoft Excel, Economics, Finance, Statistics, Stata, Analysis, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Risk Management, VBA, Leadership
Education
Queen's University 2008 — 2013
B.A.(Hons), Applied Economics
Nora McNeil Nora McNeil's Sun Life Financial Experience January 2012 - Present
Job Marketing Director, Group and Voluntary Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2012 - Present
Sun Life Financial January 2009 - December 2012
Sun Life Financial April 2006 - January 2009
John Hancock Financial Services, Inc. May 2005 - February 2006
John Hancock Financial Services, Inc. May 2004 - May 2005
John Hancock Financial Services, Inc. June 2002 - May 2004
John Hancock Financial Service, Inc. September 1998 - May 2002
Scudder Kemper Investments 1998 - 1998
The Forum Corporation 1997 - 1998
SmartMoney Magazine, Dow Jones & Company & The Hearst Corporation July 1993 - September 1996
Skills
Marketing Communications, Long Term Care, Marketing Strategy, Communications Strategy, Insurance, Writing, Annuities, Advertising, Financial Services, Integrated Marketing, Brand Developement, Employee Benefits, Direct Marketing, FINRA Series 6, 7, 26, Creative Direction, Strategic Communications, Fixed Annuities, Internal Communications, Sales
Education
Providence College 1989 — 1993
Bachelor of science, Marketing
Sun Life Financial January 2012 - Present
Sun Life Financial January 2009 - December 2012
Sun Life Financial April 2006 - January 2009
John Hancock Financial Services, Inc. May 2005 - February 2006
John Hancock Financial Services, Inc. May 2004 - May 2005
John Hancock Financial Services, Inc. June 2002 - May 2004
John Hancock Financial Service, Inc. September 1998 - May 2002
Scudder Kemper Investments 1998 - 1998
The Forum Corporation 1997 - 1998
SmartMoney Magazine, Dow Jones & Company & The Hearst Corporation July 1993 - September 1996
Skills
Marketing Communications, Long Term Care, Marketing Strategy, Communications Strategy, Insurance, Writing, Annuities, Advertising, Financial Services, Integrated Marketing, Brand Developement, Employee Benefits, Direct Marketing, FINRA Series 6, 7, 26, Creative Direction, Strategic Communications, Fixed Annuities, Internal Communications, Sales
Education
Providence College 1989 — 1993
Bachelor of science, Marketing
Adam C Lind Adam C Lind's Sun Life Financial Experience February 2008 - Present
Job Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2008 - Present
Sun Life Financial August 2003 - February 2008
Mutual Life of Canada / Clarica July 1994 - August 2003
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Disability Insurance, Retirement, Life Insurance, Long-term Care, Financial Planners, Insurance, Strategic Financial..., Financial Services, Health Insurance, Estate Planning, Investments
Education
Queen's University 1985 — 1990
Bachelor of Science (BSc), Computer Science
Queen's University 1985 — 1990
Bachelor of Science (BSc), Computer Science
Sun Life Financial February 2008 - Present
Sun Life Financial August 2003 - February 2008
Mutual Life of Canada / Clarica July 1994 - August 2003
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Disability Insurance, Retirement, Life Insurance, Long-term Care, Financial Planners, Insurance, Strategic Financial..., Financial Services, Health Insurance, Estate Planning, Investments
Education
Queen's University 1985 — 1990
Bachelor of Science (BSc), Computer Science
Queen's University 1985 — 1990
Bachelor of Science (BSc), Computer Science
Monica Linares Monica Linares's Sun Life Financial Experience January 2005 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2005 - Present
Skills
Customer Service, Strategic Financial..., Financial Analysis, Strategic Planning, Risk Management, Business Planning, Business Strategy, Budget, Insurance
Education
Pontificia Universidad Javeriana
Industrial Engineer
Sun Life Financial January 2005 - Present
Skills
Customer Service, Strategic Financial..., Financial Analysis, Strategic Planning, Risk Management, Business Planning, Business Strategy, Budget, Insurance
Education
Pontificia Universidad Javeriana
Industrial Engineer
Katy Meyer-McEwen Katy Meyer-McEwen's Sun Life Financial Experience 2005 - 2006
Job Project Manager, Loyalty Marketing & Operations at Staples
Industry Retail
Experience
Staples June 2013 - Present
Staples July 2008 - May 2013
Countrywide Bank February 2006 - July 2008
Sun Life Financial 2005 - 2006
Independent Financial 2003 - 2005
Skills
Needs Analysis, Leadership, Instructional Design, Management, Team Building, Training, Employee Training, Team Leadership, Retail, Employee Relations, Process Improvement, Customer Service, Marketing, Performance Management, Coaching
Education
Providence College 1998 — 2002
Bachelor's degree, Health Policy and Management
Staples June 2013 - Present
Staples July 2008 - May 2013
Countrywide Bank February 2006 - July 2008
Sun Life Financial 2005 - 2006
Independent Financial 2003 - 2005
Skills
Needs Analysis, Leadership, Instructional Design, Management, Team Building, Training, Employee Training, Team Leadership, Retail, Employee Relations, Process Improvement, Customer Service, Marketing, Performance Management, Coaching
Education
Providence College 1998 — 2002
Bachelor's degree, Health Policy and Management
Tara McRae, MIR, CCP's Sun Life Financial Experience April 2014 - Present
Job Human Resources Leader
Industry Human Resources
Experience
Sun Life Financial April 2014 - Present
Aon Hewitt February 2011 - April 2014
Tara McRae Consulting January 2008 - February 2011
Aon Consulting May 2001 - October 2005
Molson Coors Canada February 1998 - April 2001
ISOTECH 1997 - 1997
Education
Queen's University 1996 — 1997
MIR, Human Resources
Queen's University 1991 — 1995
BScH, Psychology
WorldatWork
Certified Compensation Professional (CCP), Compensation
Sun Life Financial April 2014 - Present
Aon Hewitt February 2011 - April 2014
Tara McRae Consulting January 2008 - February 2011
Aon Consulting May 2001 - October 2005
Molson Coors Canada February 1998 - April 2001
ISOTECH 1997 - 1997
Education
Queen's University 1996 — 1997
MIR, Human Resources
Queen's University 1991 — 1995
BScH, Psychology
WorldatWork
Certified Compensation Professional (CCP), Compensation
Katie Tauro Katie Tauro's Sun Life Financial Experience October 2004 - May 2012
Job Marketing professional
Industry Financial Services
Experience
Sun Life Financial October 2004 - May 2012
Sun Life Financial October 2004 - March 2007
Digitas December 2003 - August 2004
Allyn & Bacon Publishers November 2002 - December 2003
Robert Half International, Inc January 2000 - January 2001
Skills
Direct Marketing, Email Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, Marketing, Advertising, Market Research, Product Marketing, Direct Mail, Brand Management, Lead Generation, Social Media, Web Analytics, Copywriting, CRM, Staffing Services, Temporary Staffing, Permanent Staffing, Recruiting
Education
Providence College 1998 — 2002
Bachelor of Science, Marketing
Providence College
Bachelor of Science Degree, Marketing
Sun Life Financial October 2004 - May 2012
Sun Life Financial October 2004 - March 2007
Digitas December 2003 - August 2004
Allyn & Bacon Publishers November 2002 - December 2003
Robert Half International, Inc January 2000 - January 2001
Skills
Direct Marketing, Email Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, Marketing, Advertising, Market Research, Product Marketing, Direct Mail, Brand Management, Lead Generation, Social Media, Web Analytics, Copywriting, CRM, Staffing Services, Temporary Staffing, Permanent Staffing, Recruiting
Education
Providence College 1998 — 2002
Bachelor of Science, Marketing
Providence College
Bachelor of Science Degree, Marketing
Brandy Bobolas's Sun Life Financial Experience February 2014 - Present
Job Medical Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Rochester Toyota August 2013 - December 2013
One Main Financial February 2012 - June 2013
Citi November 2011 - February 2012
Citi June 2011 - November 2011
Citi December 2010 - June 2011
Citi April 2009 - December 2010
Citi April 2009 - April 2009
Randall & Richards, Inc. June 2006 - November 2008
GEICO May 1998 - April 2006
Skills
Insurance, Sales, Workshop Facilitation, Management, Recruiting, Coaching, Time Management, Customer Service, Process Improvement, Training, Leadership, Sales Management, Microsoft Excel, Negotiation, Performance Management, Human Resources, Strategy, Team Management, Change Management, Software Documentation, Analysis, Call Centers, Employee Relations, Risk Management, CRM, Banking, Business Process..., Team Leadership, Budgets, Vendor Management, Employee Training, Team Building, Program Management, Selling, Marketing, Operations Management, Forecasting, Business Development
Education
Pima Community College 2004 — 2006
Currently Pursuing a Bachelor's Degree in Business, Business Administration and Management, General
Winnacunnet High School 1989 — 1992
General
Sun Life Financial February 2014 - Present
Rochester Toyota August 2013 - December 2013
One Main Financial February 2012 - June 2013
Citi November 2011 - February 2012
Citi June 2011 - November 2011
Citi December 2010 - June 2011
Citi April 2009 - December 2010
Citi April 2009 - April 2009
Randall & Richards, Inc. June 2006 - November 2008
GEICO May 1998 - April 2006
Skills
Insurance, Sales, Workshop Facilitation, Management, Recruiting, Coaching, Time Management, Customer Service, Process Improvement, Training, Leadership, Sales Management, Microsoft Excel, Negotiation, Performance Management, Human Resources, Strategy, Team Management, Change Management, Software Documentation, Analysis, Call Centers, Employee Relations, Risk Management, CRM, Banking, Business Process..., Team Leadership, Budgets, Vendor Management, Employee Training, Team Building, Program Management, Selling, Marketing, Operations Management, Forecasting, Business Development
Education
Pima Community College 2004 — 2006
Currently Pursuing a Bachelor's Degree in Business, Business Administration and Management, General
Winnacunnet High School 1989 — 1992
General
Murray Schultz Murray Schultz's Sun Life Financial Experience February 2012 - January 2014
Job Principal at Eagle Harbor Capital Advisors
Industry Banking
Experience
Eagle Harbour Capital January 2014 - Present
Sun Life Financial February 2012 - January 2014
Consultant February 2009 - January 2012
Skills
Asset Protection, Investments, Retirement Planning, Business Succession..., Strategic Financial..., Financial Advisory, Financial Planners, Wealth, Management, Finance, Securities, Life Insurance, Mutual Funds, Wealth Management, Estate Planning, Mergers & Acquisitions, Business Planning, Small Business, Investment Advisory, Investment Strategies, Strategy, Corporate Finance, Business Strategy, Strategic Planning, Private Equity
Education
Queen's University
Masters of Business Administration Program, Business Administration and Management, General
Eagle Harbour Capital January 2014 - Present
Sun Life Financial February 2012 - January 2014
Consultant February 2009 - January 2012
Skills
Asset Protection, Investments, Retirement Planning, Business Succession..., Strategic Financial..., Financial Advisory, Financial Planners, Wealth, Management, Finance, Securities, Life Insurance, Mutual Funds, Wealth Management, Estate Planning, Mergers & Acquisitions, Business Planning, Small Business, Investment Advisory, Investment Strategies, Strategy, Corporate Finance, Business Strategy, Strategic Planning, Private Equity
Education
Queen's University
Masters of Business Administration Program, Business Administration and Management, General
Nora Belanger's Sun Life Financial Experience August 2015 - Present
Job PMO Portfolio Analyst RLDP Participant
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Common Ground Coffeehouse September 2013 - April 2015
Accenture May 2014 - August 2014
Export Development Canada May 2013 - August 2013
Alma Mater Society of Queen's University September 2012 - April 2013
Golf Town April 2012 - September 2012
Home Hardware June 2009 - September 2011
Skills
Advocacy, Case Studies, Team Leadership, Microsoft Office, Customer Service, Event Planning, Teamwork, Time Management, Windows & Mac operating..., Microsoft Test Manager, Test Cycle Planning, Test Execution, Changepoint, Access
Education
Queen's University 2011 — 2015
Bachelor of Commerce (B.Comm.), Business/Commerce, General
Sun Life Financial August 2015 - Present
Common Ground Coffeehouse September 2013 - April 2015
Accenture May 2014 - August 2014
Export Development Canada May 2013 - August 2013
Alma Mater Society of Queen's University September 2012 - April 2013
Golf Town April 2012 - September 2012
Home Hardware June 2009 - September 2011
Skills
Advocacy, Case Studies, Team Leadership, Microsoft Office, Customer Service, Event Planning, Teamwork, Time Management, Windows & Mac operating..., Microsoft Test Manager, Test Cycle Planning, Test Execution, Changepoint, Access
Education
Queen's University 2011 — 2015
Bachelor of Commerce (B.Comm.), Business/Commerce, General
Charles Agyemang Charles Agyemang's Sun Life Financial Experience April 2009 - December 2009
Job Teacher at TCDSB
Industry Education Management
Experience
Toronto Catholic District School Board September 2011 - Present
Direct Branding Force May 2010 - September 2011
2010Ministry of Children and Youth Services June 2010 - September 2010
University of Guelph September 2009 - May 2010
Sparks Events 2009 - 2010
Sun Life Financial April 2009 - December 2009
Skills
Event Planning, Marketing Strategy, Social Media
Education
Queen's University 2012 — 2012
ABQ, Family Studies
University of Windsor 2010 — 2011
Bachelor, Education
University of Guelph
Bachelor of Arts, Honours, Psychology Major
University of Windsor
Bachelor of Education
Toronto Catholic District School Board September 2011 - Present
Direct Branding Force May 2010 - September 2011
2010Ministry of Children and Youth Services June 2010 - September 2010
University of Guelph September 2009 - May 2010
Sparks Events 2009 - 2010
Sun Life Financial April 2009 - December 2009
Skills
Event Planning, Marketing Strategy, Social Media
Education
Queen's University 2012 — 2012
ABQ, Family Studies
University of Windsor 2010 — 2011
Bachelor, Education
University of Guelph
Bachelor of Arts, Honours, Psychology Major
University of Windsor
Bachelor of Education
Greg Faux's Sun Life Financial Experience January 2008 - March 2012
Job AVP Product Development at Symetra
Industry Insurance
Experience
Symetra March 2012 - Present
Sun Life Financial January 2008 - March 2012
Gentry Partners, Ltd. April 2006 - December 2007
Winged Keel Group January 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Customer Service, Outlook, Actuarial Science, Windows, Research, Access, Public Speaking, Strategic Planning
Education
Penn State University 1987 — 1991
Bachelor of Science, Mathematics
Symetra March 2012 - Present
Sun Life Financial January 2008 - March 2012
Gentry Partners, Ltd. April 2006 - December 2007
Winged Keel Group January 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Customer Service, Outlook, Actuarial Science, Windows, Research, Access, Public Speaking, Strategic Planning
Education
Penn State University 1987 — 1991
Bachelor of Science, Mathematics
Joanna Kaub Joanna Kaub's Sun Life Financial Experience December 2006 - March 2008
Job Senior Catering Sales Manager
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company L.L.C. 2013 - Present
Mandarin Oriental Hotel Group April 2012 - June 2012
Gaylord National Resort and Convention Center, National August 2010 - March 2012
Restaurant Associates April 2009 - April 2010
The Ritz-Carlton March 2008 - April 2009
Sun Life Financial December 2006 - March 2008
The Sagamore Resort January 2005 - December 2006
Skills
Hospitality Management, Meeting Planning, Corporate Events, Catering, Hotels, Event Management, Resorts, Trade Shows, Hospitality Industry, Menu Development, Sales, Tourism, Hospitality, Hotel Management, Food & Beverage, Banquets, Restaurants
Education
Penn State University 1998 — 2003
BS, Hotel, Restaurant and Institutional Management
The Ritz-Carlton Hotel Company L.L.C. 2013 - Present
Mandarin Oriental Hotel Group April 2012 - June 2012
Gaylord National Resort and Convention Center, National August 2010 - March 2012
Restaurant Associates April 2009 - April 2010
The Ritz-Carlton March 2008 - April 2009
Sun Life Financial December 2006 - March 2008
The Sagamore Resort January 2005 - December 2006
Skills
Hospitality Management, Meeting Planning, Corporate Events, Catering, Hotels, Event Management, Resorts, Trade Shows, Hospitality Industry, Menu Development, Sales, Tourism, Hospitality, Hotel Management, Food & Beverage, Banquets, Restaurants
Education
Penn State University 1998 — 2003
BS, Hotel, Restaurant and Institutional Management
Angel Galarza, CIA, CFSA, CRMA Angel Galarza, CIA, CFSA, CRMA's Sun Life Financial Experience January 2008 - August 2010
Job Federal Reserve (Bank of Boston)
Industry Banking
Experience
Federal Reserve (Bank of Boston) July 2013 - Present
Harvard Pilgrim Health Care August 2006 - July 2013
Sun Life Financial January 2008 - August 2010
Blue Cross Blue Shield of Rhode Island September 2000 - April 2004
Boston Financial Data Services April 1999 - September 2000
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment
Education
Plymouth State University 2014 — 2016
Master of Business Administration (M.B.A.), Investment and Finance
Suffolk University
Bachelor of Arts (B.A.), Public Policy & Administration
Federal Reserve (Bank of Boston) July 2013 - Present
Harvard Pilgrim Health Care August 2006 - July 2013
Sun Life Financial January 2008 - August 2010
Blue Cross Blue Shield of Rhode Island September 2000 - April 2004
Boston Financial Data Services April 1999 - September 2000
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment
Education
Plymouth State University 2014 — 2016
Master of Business Administration (M.B.A.), Investment and Finance
Suffolk University
Bachelor of Arts (B.A.), Public Policy & Administration
Chris Traester Chris Traester's Sun Life Financial Experience June 2013 - Present
Job Employee Benefits Wholesaler
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
PULSE January 2012 - January 2014
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services January 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - August 2008
Skills
Fixed Annuities, Insurance, Microsoft Excel, Retirement Planning, Investments, Financial Analysis, Employee Benefits, Microsoft Office, Customer Service, Life Insurance, Mutual Funds, Disability Insurance, Series 7, Microsoft Word, PowerPoint, Securities, Series 63, Retirement, Public Speaking, Outlook
Education
Providence College 2005 — 2009
BA, Sociology, Business Studies
Sun Life Financial June 2013 - Present
PULSE January 2012 - January 2014
Independent February 2013 - June 2013
Charter Oak Insurance and Financial Services January 2011 - February 2013
Kelly Services September 2009 - January 2011
Yale University June 2010 - August 2010
Cintas June 2008 - August 2008
Skills
Fixed Annuities, Insurance, Microsoft Excel, Retirement Planning, Investments, Financial Analysis, Employee Benefits, Microsoft Office, Customer Service, Life Insurance, Mutual Funds, Disability Insurance, Series 7, Microsoft Word, PowerPoint, Securities, Series 63, Retirement, Public Speaking, Outlook
Education
Providence College 2005 — 2009
BA, Sociology, Business Studies
Hao Sun Hao Sun's Sun Life Financial Experience March 2013 - Present
Job Application Analyst at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial March 2013 - Present
Economical Insurance July 2012 - March 2013
Prinova January 2011 - June 2012
Nobel Systems, Inc. November 2010 - December 2010
China National Software & Service Co., Ltd. August 2004 - November 2010
Skills
Spring, Java Enterprise Edition, BRMS, ODM, ILOG, Java, Hibernate, XML, Eclipse, Web Services, J2EE, Web Applications, JSP, DB2, JavaScript, Ant, JBoss, JDBC, SQL, Servlets, JPA, SQL Server, WebSphere Application..., Microsoft SQL Server, AJAX, UML, EJB, SOA, jQuery, HTML, MySQL, Maven, JUnit, Tomcat, Weblogic, SVN, ClearCase, PowerBuilder, Windows, Spring Security, Java AWT, Eclipse SWT, SaaS, SSO, LoadRunner
Education
Peking University
Bachelor, Software Engineering
Sun Life Financial March 2013 - Present
Economical Insurance July 2012 - March 2013
Prinova January 2011 - June 2012
Nobel Systems, Inc. November 2010 - December 2010
China National Software & Service Co., Ltd. August 2004 - November 2010
Skills
Spring, Java Enterprise Edition, BRMS, ODM, ILOG, Java, Hibernate, XML, Eclipse, Web Services, J2EE, Web Applications, JSP, DB2, JavaScript, Ant, JBoss, JDBC, SQL, Servlets, JPA, SQL Server, WebSphere Application..., Microsoft SQL Server, AJAX, UML, EJB, SOA, jQuery, HTML, MySQL, Maven, JUnit, Tomcat, Weblogic, SVN, ClearCase, PowerBuilder, Windows, Spring Security, Java AWT, Eclipse SWT, SaaS, SSO, LoadRunner
Education
Peking University
Bachelor, Software Engineering
Angela (Lessard) Lessard Angela (Lessard) Lessard's Sun Life Financial Experience August 2004 - February 2010
Job Director at Export Development Canada
Industry Information Technology and Services
Experience
Export Development Canada February 2010 - Present
Sun Life Financial August 2004 - February 2010
Systems and Computer Technology October 1998 - August 2004
Metropolitan Life 1994 - 1998
Skills
Business Analysis, Program Management, Project Delivery, SDLC, Business Requirements, IT Strategy, Resource Management, Risk Management, SOA, Project Management, Business Transformation, Enterprise Architecture, Agile Project Management, IT Service Management, Requirements Gathering, PMO, Vendor Management, Agile Methodologies, Leadership, Integration, CRM, Project Portfolio..., Process Engineering, Business Process, Process Improvement, Solution Architecture, ITIL, PMP, Management Consulting, Requirements Analysis, Business Intelligence, Oracle, Software Development, Software Project..., Business Process..., Governance, User Acceptance Testing, MS Project
Education
St. Lawrence College 1991 — 1994
Business Administration - Information Systems, Information Systems
Queen's University 1990 — 1991
Export Development Canada February 2010 - Present
Sun Life Financial August 2004 - February 2010
Systems and Computer Technology October 1998 - August 2004
Metropolitan Life 1994 - 1998
Skills
Business Analysis, Program Management, Project Delivery, SDLC, Business Requirements, IT Strategy, Resource Management, Risk Management, SOA, Project Management, Business Transformation, Enterprise Architecture, Agile Project Management, IT Service Management, Requirements Gathering, PMO, Vendor Management, Agile Methodologies, Leadership, Integration, CRM, Project Portfolio..., Process Engineering, Business Process, Process Improvement, Solution Architecture, ITIL, PMP, Management Consulting, Requirements Analysis, Business Intelligence, Oracle, Software Development, Software Project..., Business Process..., Governance, User Acceptance Testing, MS Project
Education
St. Lawrence College 1991 — 1994
Business Administration - Information Systems, Information Systems
Queen's University 1990 — 1991
Josefina (Jessie) Asinas's Sun Life Financial Experience July 2005 - August 2007
Job Insurance Specialist
Industry Financial Services
Experience
Qualified Financial Services January 2012 - Present
PPI Advisory February 2009 - May 2011
Sun Life Financial July 2005 - August 2007
RBC Insurance December 2001 - June 2005
Sunlife of Canada Philippines 1986 - 1997
Skills
Insurance, Fixed Annuities, Customer Service, Mutual Funds, Life Insurance, New Business Development, Retirement Planning, Disability Insurance, Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Retirement
Education
LOMA
FLMI, ACS, Insurance
Polytechnic University of the Philippines
Bachelor of Science in Commerce, Accounting
Qualified Financial Services January 2012 - Present
PPI Advisory February 2009 - May 2011
Sun Life Financial July 2005 - August 2007
RBC Insurance December 2001 - June 2005
Sunlife of Canada Philippines 1986 - 1997
Skills
Insurance, Fixed Annuities, Customer Service, Mutual Funds, Life Insurance, New Business Development, Retirement Planning, Disability Insurance, Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Retirement
Education
LOMA
FLMI, ACS, Insurance
Polytechnic University of the Philippines
Bachelor of Science in Commerce, Accounting
Rob Wiley, CFP® Rob Wiley, CFP®'s Sun Life Financial Experience July 2013 - Present
Job Employee Benefits Sales Rep
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Rhoda Bane Heiser Rhoda Bane Heiser's Sun Life Financial Experience July 2003 - November 2007
Job Account Manager at Trion
Industry Insurance
Experience
Trion, A Marsh & McLennan Agency, LLC Company December 2007 - Present
Sun Life Financial July 2003 - November 2007
Skills
Employee Benefits, Underwriting, Insurance, Customer Relations, Disability Insurance, Account Management, Leave of Absence..., Customer Retention
Education
Penn State University 1997 — 2001
Bachelor of Arts, Communications
Trion, A Marsh & McLennan Agency, LLC Company December 2007 - Present
Sun Life Financial July 2003 - November 2007
Skills
Employee Benefits, Underwriting, Insurance, Customer Relations, Disability Insurance, Account Management, Leave of Absence..., Customer Retention
Education
Penn State University 1997 — 2001
Bachelor of Arts, Communications
Melanee Dallas's Sun Life Financial Experience September 2009 - December 2010
Job Associate at Mercer
Industry Financial Services
Experience
Mercer April 2015 - Present
PricewaterhouseCoopers January 2011 - March 2015
Sun Life Financial September 2009 - December 2010
Mercer Health & Benefits May 2008 - August 2008
Sun Life Financial June 2007 - August 2007
Skills
Actuarial Science, Financial Analysis, Financial Modeling, Insurance, Risk Management, Microsoft Excel, Investments, SAS, VBA, Access, Valuation, Financial Reporting, Financial Risk, Forecasting, Strategic Financial..., Finance, Fixed Annuities, Auditing, Financial Planning
Education
Purdue University 2005 — 2009
Bachelors of Science, Actuarial Science and Statistics
Portage High School
Mercer April 2015 - Present
PricewaterhouseCoopers January 2011 - March 2015
Sun Life Financial September 2009 - December 2010
Mercer Health & Benefits May 2008 - August 2008
Sun Life Financial June 2007 - August 2007
Skills
Actuarial Science, Financial Analysis, Financial Modeling, Insurance, Risk Management, Microsoft Excel, Investments, SAS, VBA, Access, Valuation, Financial Reporting, Financial Risk, Forecasting, Strategic Financial..., Finance, Fixed Annuities, Auditing, Financial Planning
Education
Purdue University 2005 — 2009
Bachelors of Science, Actuarial Science and Statistics
Portage High School
Paul Munro's Sun Life Financial Experience January 2013 - March 2015
Job Account Executive, Corporate Accounts at Medavie Blue Cross / Croix Bleue Medavie
Industry Financial Services
Experience
Medavie Blue Cross / Croix Bleue Medavie April 2015 - Present
Toronto Standards Condominium Corporation 2218 March 2012 - July 2015
Sun Life Financial January 2013 - March 2015
Sun Life Financial January 2011 - December 2012
Sun Life Financial May 2010 - January 2011
Sun Life Financial July 2009 - May 2010
TEKsystems July 2008 - April 2009
Skills
Retirement Planning, Wealth Management, Networking, Group Benefit Plans, RRSP, RESP, Personal Financial..., Strategic Financial..., Investments, Mutual Funds, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Health Insurance, CRM, Management, Training, Financial Advisory
Education
Queen's University 2004 — 2008
BA (Hons), Political Science and Psychology
Medavie Blue Cross / Croix Bleue Medavie April 2015 - Present
Toronto Standards Condominium Corporation 2218 March 2012 - July 2015
Sun Life Financial January 2013 - March 2015
Sun Life Financial January 2011 - December 2012
Sun Life Financial May 2010 - January 2011
Sun Life Financial July 2009 - May 2010
TEKsystems July 2008 - April 2009
Skills
Retirement Planning, Wealth Management, Networking, Group Benefit Plans, RRSP, RESP, Personal Financial..., Strategic Financial..., Investments, Mutual Funds, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Health Insurance, CRM, Management, Training, Financial Advisory
Education
Queen's University 2004 — 2008
BA (Hons), Political Science and Psychology
Brianne Datz Brianne Datz's Sun Life Financial Experience December 2005 - July 2011
Job Client Operations Manager at Johnson, Kendall & Johnson
Industry Insurance
Experience
Johnson, Kendall & Johnson September 2014 - Present
eXude, Inc. October 2012 - September 2014
Thirty-One Gifts August 2011 - December 2012
Sun Life Financial December 2005 - July 2011
Skills
Employee Benefits, Insurance
Education
Wilmington University 2012 — 2014
Masters of Business Administration, Accounting
Philadelphia University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Johnson, Kendall & Johnson September 2014 - Present
eXude, Inc. October 2012 - September 2014
Thirty-One Gifts August 2011 - December 2012
Sun Life Financial December 2005 - July 2011
Skills
Employee Benefits, Insurance
Education
Wilmington University 2012 — 2014
Masters of Business Administration, Accounting
Philadelphia University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Jane Ho Jane Ho's Sun Life Financial Experience May 2011 - October 2014
Job Experienced analytics leader
Industry Financial Services
Experience
Sun Life Financial May 2011 - October 2014
Holt Renfrew January 2009 - October 2010
Rogers Communications 2006 - 2009
Aimia Inc 2004 - 2005
in Asia Pacific 1996 - 2003
Skills
Direct Marketing, CRM, Analytics, Loyalty Marketing, Segmentation, Marketing Management, Retail, Strategy, Customer Acquisition, Marketing, Loyalty Programs, Database Marketing, Multi-channel Marketing, Customer Retention, Marketing Strategy
Education
Queen's University 2013 — 2014
Master of Management Analytics
IMD (International Institute for Management Development) 1995 — 1995
Master, Business Administration
Western University
Bachelor of Arts in Honours Business Administration, Ivey School of Business
Sun Life Financial May 2011 - October 2014
Holt Renfrew January 2009 - October 2010
Rogers Communications 2006 - 2009
Aimia Inc 2004 - 2005
in Asia Pacific 1996 - 2003
Skills
Direct Marketing, CRM, Analytics, Loyalty Marketing, Segmentation, Marketing Management, Retail, Strategy, Customer Acquisition, Marketing, Loyalty Programs, Database Marketing, Multi-channel Marketing, Customer Retention, Marketing Strategy
Education
Queen's University 2013 — 2014
Master of Management Analytics
IMD (International Institute for Management Development) 1995 — 1995
Master, Business Administration
Western University
Bachelor of Arts in Honours Business Administration, Ivey School of Business
Hongyi Gao Hongyi Gao's Sun Life Financial Experience August 2014 - Present
Job Assistant Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Penn State Learning September 2011 - December 2013
Sun Life Financial June 2013 - August 2013
Penn State University September 2012 - May 2013
Sino Life Insurance May 2012 - August 2012
The Penn State University, Department of Economics August 2011 - September 2011
Skills
Microsoft Excel, Chinese, SAS, Minitab, Statistics, Data Analysis, Actuarial Science
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science and Statistics
Sun Life Financial August 2014 - Present
Penn State Learning September 2011 - December 2013
Sun Life Financial June 2013 - August 2013
Penn State University September 2012 - May 2013
Sino Life Insurance May 2012 - August 2012
The Penn State University, Department of Economics August 2011 - September 2011
Skills
Microsoft Excel, Chinese, SAS, Minitab, Statistics, Data Analysis, Actuarial Science
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science and Statistics
Craig Markarian Craig Markarian's Sun Life Financial Experience 2013 - Present
Job Implementation Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2013 - Present
Winding River & Trimdin 2012 - 2013
Sun Life Financial 2011 - 2012
Sun Life Financial 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Enterprise Rent-A-Car 2002 - 2004
Skills
Customer Relations, Customer Service, Excel, PowerPoint, Word, Product Management, Insurance, Process Improvement, Problem Solving, Microsoft Excel, Sales, Wholesale, Cold Calling, Group Insurance, Analysis, Business Development, Financial Services, Management, Leadership, Fixed Annuities, Microsoft Word, Investments, Mutual Funds
Education
Providence College 1998 — 2002
Bachelor of Science (BS), Marketing
Sun Life Financial 2013 - Present
Winding River & Trimdin 2012 - 2013
Sun Life Financial 2011 - 2012
Sun Life Financial 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Enterprise Rent-A-Car 2002 - 2004
Skills
Customer Relations, Customer Service, Excel, PowerPoint, Word, Product Management, Insurance, Process Improvement, Problem Solving, Microsoft Excel, Sales, Wholesale, Cold Calling, Group Insurance, Analysis, Business Development, Financial Services, Management, Leadership, Fixed Annuities, Microsoft Word, Investments, Mutual Funds
Education
Providence College 1998 — 2002
Bachelor of Science (BS), Marketing
Ed Lee Ed Lee's Sun Life Financial Experience 2011 - Present
Job Director Emerging Technology & Standards at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial 2011 - Present
Skills
SDLC, Strategic Planning, Project Management, Enterprise Architecture, ITIL Certified, Vendor Management, Process Improvement, Business Analysis, IT Strategy, Change Management, Project Portfolio..., ITIL, Program Management, Software Development, Information Technology, IT Management, Management, IT Service Management, Project Delivery, PMP, Business Process..., PMO, Data Center, Requirements Gathering, IT Operations, Strategy, Infrastructure, Governance, Project Planning
Education
York University - Schulich School of Business
MBA, Corporate Strategy / IT Management
Queen's University
Bachelor's Degree, Business/Commerce
Project Management Institute
PMP, Project Management
ITIL
ITIL V3 Foundations
Sun Life Financial 2011 - Present
Skills
SDLC, Strategic Planning, Project Management, Enterprise Architecture, ITIL Certified, Vendor Management, Process Improvement, Business Analysis, IT Strategy, Change Management, Project Portfolio..., ITIL, Program Management, Software Development, Information Technology, IT Management, Management, IT Service Management, Project Delivery, PMP, Business Process..., PMO, Data Center, Requirements Gathering, IT Operations, Strategy, Infrastructure, Governance, Project Planning
Education
York University - Schulich School of Business
MBA, Corporate Strategy / IT Management
Queen's University
Bachelor's Degree, Business/Commerce
Project Management Institute
PMP, Project Management
ITIL
ITIL V3 Foundations
Jason Binette Jason Binette's Sun Life Financial Experience 2002 - 2006
Job Sr. Underwriter/EPL Program Director at Euclid Exec
Industry Insurance
Experience
Euclid Executive Liability Managers, LLC October 2013 - Present
Business Risk Partners May 2012 - October 2013
Quaker Special Risk June 2011 - April 2012
Beazley USA 2006 - June 2011
Sun Life Financial 2002 - 2006
Lioce Properties Inc. 2004 - 2005
Skills
Professional Liability, Underwriting, Insurance, Employment Practices..., D&O, Property & Casualty..., Liability, Brokers, Directors & Officers..., Commercial Insurance, Claim, Reinsurance, General Insurance, Excess, E&O, Indemnity, Commercial Lines, Temporary Staffing, Permanent Placement, PEO, Real Estate, Property Management, Miscellaneous...
Education
Plymouth State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Thornton Academy 1994 — 1997
Euclid Executive Liability Managers, LLC October 2013 - Present
Business Risk Partners May 2012 - October 2013
Quaker Special Risk June 2011 - April 2012
Beazley USA 2006 - June 2011
Sun Life Financial 2002 - 2006
Lioce Properties Inc. 2004 - 2005
Skills
Professional Liability, Underwriting, Insurance, Employment Practices..., D&O, Property & Casualty..., Liability, Brokers, Directors & Officers..., Commercial Insurance, Claim, Reinsurance, General Insurance, Excess, E&O, Indemnity, Commercial Lines, Temporary Staffing, Permanent Placement, PEO, Real Estate, Property Management, Miscellaneous...
Education
Plymouth State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Thornton Academy 1994 — 1997
Melanie Dumas Melanie Dumas's Sun Life Financial Experience 2000 - October 2002
Job
Industry Financial Services
Experience
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Pacific Life July 2013 - Present
MetLife December 2006 - July 2013
Sun Life October 2002 - December 2006
Sun Life Financial 2000 - October 2002
Keyport Life Insurance July 1998 - October 2000
Keyport Life Insurance January 1997 - July 1998
Offtech May 1996 - January 1997
Skills
Instructional Design, Leadership, Talent Management, Coaching, Management Development, Learning Management..., Leadership Development, Consulting, Training Delivery, Software Documentation, Corporate Training, Vendor Management, Recruiting, Project Management, Program Management, Management, Employee Training, Training, Organizational Learning, Needs Analysis, Process Improvement, Instructor-led Training, Human Resources, Performance Management, Public Speaking
Education
Suffolk University
Master of Science, Adult and Organizational Learning
Providence College 1992 — 1996
Bachelor of Arts (B.A.)
Additional Education and Activities
Bryan Rowe, CFA's Sun Life Financial Experience August 2014 - Present
Job
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Skills
Economic Capital, Financial Risk, Financial Modeling, Enterprise Risk..., Risk Management, Credit Risk, Credit Scoring, Market Risk, ALM, Basel II, Derivatives, Banking
Education
University of Toronto - Rotman School of Management 2000 — 2002
MBA, Finance
Queen's University 1996 — 1997
B.Ed, Math/Physics
Queen's University 1992 — 1996
B.Sc, Honours Physics
Sun Life Financial August 2014 - Present
Skills
Economic Capital, Financial Risk, Financial Modeling, Enterprise Risk..., Risk Management, Credit Risk, Credit Scoring, Market Risk, ALM, Basel II, Derivatives, Banking
Education
University of Toronto - Rotman School of Management 2000 — 2002
MBA, Finance
Queen's University 1996 — 1997
B.Ed, Math/Physics
Queen's University 1992 — 1996
B.Sc, Honours Physics
Jennifer Aborn Dolan's Sun Life Financial Experience March 2005 - August 2006
Job User experience consultant/information architect
Industry Information Technology and Services
Experience
Lagom User Experience Inc. January 2010 - Present
Almighty October 2009 - January 2010
Arnold Worldwide May 2007 - October 2009
Arnold Worldwide September 2006 - May 2007
Sun Life Financial March 2005 - August 2006
Sun Life Financial March 2003 - March 2005
Sun Life Financial October 1999 - March 2003
Radionics Inc. September 1997 - October 1999
Skills
Information architecture, User experience, Wireframes, Sitemaps, Discovery, User flows, Strategy, Stakeholder interviews, E-commerce, Personas, Use cases, Usability Testing, User Experience, Information Architecture, User Flows, Axure, Web Analytics, Site Maps, Usability, Digital Strategy, Interaction Design, Mobile Applications, User-centered Design, User Scenarios, User Interface, Heuristic Evaluation, User Interface Design, Web Applications, Experience Design, User Experience Design
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Executive program
Providence College 1990 — 1994
BS, Marketing and German
Archbishop Williams High School 1986 — 1990
Lagom User Experience Inc. January 2010 - Present
Almighty October 2009 - January 2010
Arnold Worldwide May 2007 - October 2009
Arnold Worldwide September 2006 - May 2007
Sun Life Financial March 2005 - August 2006
Sun Life Financial March 2003 - March 2005
Sun Life Financial October 1999 - March 2003
Radionics Inc. September 1997 - October 1999
Skills
Information architecture, User experience, Wireframes, Sitemaps, Discovery, User flows, Strategy, Stakeholder interviews, E-commerce, Personas, Use cases, Usability Testing, User Experience, Information Architecture, User Flows, Axure, Web Analytics, Site Maps, Usability, Digital Strategy, Interaction Design, Mobile Applications, User-centered Design, User Scenarios, User Interface, Heuristic Evaluation, User Interface Design, Web Applications, Experience Design, User Experience Design
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Executive program
Providence College 1990 — 1994
BS, Marketing and German
Archbishop Williams High School 1986 — 1990
Tim Wadman's Sun Life Financial Experience October 2007 - November 2009
Job Enterprise Architect and Solutions Designer
Industry Information Technology and Services
Experience
Home Hardware 2015 - Present
University of Waterloo December 2011 - March 2014
Sun Life Financial October 2007 - November 2009
Sun Life Financial January 2002 - October 2007
Sun Life Financial January 2004 - March 2005
Clarica January 1999 - July 2002
Mutual Life Insurance May 1996 - January 1999
Mutual Life of Canada June 1988 - December 1998
Skills
Strategic Planning, Enterprise Architecture, Strategic Alliance..., Project Management, Client/Vendor Relations, Change Mangement, ITIL and ITSM Processes, IT Service Management, Process Improvement, Technology..., Enterprise Solution..., Distributed Systems, Middleware, Windows Server, Windows Desktop..., Microsoft SQL Server, Oracle Database, Active Directory, Genesys Framework, CTI, Business Analysis
Education
Queen's University 1984 — 1988
BScH, Computer Science
Home Hardware 2015 - Present
University of Waterloo December 2011 - March 2014
Sun Life Financial October 2007 - November 2009
Sun Life Financial January 2002 - October 2007
Sun Life Financial January 2004 - March 2005
Clarica January 1999 - July 2002
Mutual Life Insurance May 1996 - January 1999
Mutual Life of Canada June 1988 - December 1998
Skills
Strategic Planning, Enterprise Architecture, Strategic Alliance..., Project Management, Client/Vendor Relations, Change Mangement, ITIL and ITSM Processes, IT Service Management, Process Improvement, Technology..., Enterprise Solution..., Distributed Systems, Middleware, Windows Server, Windows Desktop..., Microsoft SQL Server, Oracle Database, Active Directory, Genesys Framework, CTI, Business Analysis
Education
Queen's University 1984 — 1988
BScH, Computer Science
Nikki Pall's Sun Life Financial Experience 2005 - 2008
Job Sr. Business Analyst at Pyxis Mobile
Industry Financial Services
Experience
Pyxis Mobile April 2008 - Present
Sun Life Financial 2005 - 2008
LVMH Fashion Group Americas 2000 - 2003
Education
Pennsylvania State University - University Park 2000 — 2003
Hopewell Valley
Pyxis Mobile April 2008 - Present
Sun Life Financial 2005 - 2008
LVMH Fashion Group Americas 2000 - 2003
Education
Pennsylvania State University - University Park 2000 — 2003
Hopewell Valley
Karen Wurz's Sun Life Financial Experience June 2003 - Present
Job Senior Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2003 - Present
Skills
Underwriting, Insurance, Disability Insurance, Health Insurance, Employee Benefits, Reinsurance, Risk Management, Financial Analysis, Analysis, Microsoft Excel, Brokers
Education
University of Hartford 2004 — 2006
MBA
Providence College 1999 — 2003
BS - Finance & Management
Sun Life Financial June 2003 - Present
Skills
Underwriting, Insurance, Disability Insurance, Health Insurance, Employee Benefits, Reinsurance, Risk Management, Financial Analysis, Analysis, Microsoft Excel, Brokers
Education
University of Hartford 2004 — 2006
MBA
Providence College 1999 — 2003
BS - Finance & Management
Shannon Chisholm's Sun Life Financial Experience April 2004 - September 2006
Job Vice President, Global Marketing at State Street
Industry Financial Services
Experience
State Street October 2014 - June 2015
Omgeo/DTCC February 2009 - October 2014
LPL Financial Services September 2006 - January 2009
Sun Life Financial April 2004 - September 2006
Spire December 2000 - April 2004
Stackpole & Partners December 1999 - December 2000
Graphics Express October 1995 - December 1999
Skills
Graphic Design, Product Marketing, Marketing, Advertising, Account Management, Email Marketing, Financial Services, Lead Generation, Salesforce.com, Project Management, Integrated Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Online Marketing, Web Analytics, Social Media Marketing, B2B, Corporate Branding, Cross-functional Team..., Copywriting, Product Launch, Corporate Communications, Social Media, Internal Communications, Vendor Management, Creative Direction, Adobe Creative Suite, Segmentation, CRM, Digital Marketing, Product Management, Strategy, Strategic Partnerships, Online Advertising, SEO, Management, Leadership, Budgets, Strategic Planning, Go-to-market Strategy, Market Planning
Education
Plymouth State University 1991 — 1995
Bachelor's Degree, BFA, Graphic Design
State Street October 2014 - June 2015
Omgeo/DTCC February 2009 - October 2014
LPL Financial Services September 2006 - January 2009
Sun Life Financial April 2004 - September 2006
Spire December 2000 - April 2004
Stackpole & Partners December 1999 - December 2000
Graphics Express October 1995 - December 1999
Skills
Graphic Design, Product Marketing, Marketing, Advertising, Account Management, Email Marketing, Financial Services, Lead Generation, Salesforce.com, Project Management, Integrated Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Brand Development, Brand Management, Online Marketing, Web Analytics, Social Media Marketing, B2B, Corporate Branding, Cross-functional Team..., Copywriting, Product Launch, Corporate Communications, Social Media, Internal Communications, Vendor Management, Creative Direction, Adobe Creative Suite, Segmentation, CRM, Digital Marketing, Product Management, Strategy, Strategic Partnerships, Online Advertising, SEO, Management, Leadership, Budgets, Strategic Planning, Go-to-market Strategy, Market Planning
Education
Plymouth State University 1991 — 1995
Bachelor's Degree, BFA, Graphic Design
Kyle Gelormini's Sun Life Financial Experience January 2012 - August 2013
Job AVP, Actuarial at Delaware Life Insurance Company
Industry Insurance
Experience
Delaware Life Insurance Company February 2015 - Present
Delaware Life Insurance Company August 2013 - February 2015
Sun Life Financial January 2012 - August 2013
Sun Life Financial August 2005 - January 2012
Sun Life Financial June 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) September 1995 - June 2000
Education
Pennsylvania State University 1991 — 1995
Bachelor of Science, Mathematics (Actuarial Science Option)
Delaware Life Insurance Company February 2015 - Present
Delaware Life Insurance Company August 2013 - February 2015
Sun Life Financial January 2012 - August 2013
Sun Life Financial August 2005 - January 2012
Sun Life Financial June 2000 - August 2005
John Hancock Life Insurance Company (U.S.A.) September 1995 - June 2000
Education
Pennsylvania State University 1991 — 1995
Bachelor of Science, Mathematics (Actuarial Science Option)
Jennifer Marquino's Sun Life Financial Experience May 2006 - December 2012
Job Manager at Ernst & Young
Industry Insurance
Experience
Ernst & Young December 2012 - Present
Sun Life Financial May 2006 - December 2012
New York Life July 2004 - April 2006
Skills
Pricing, Actuarial Science, Variable Annuities, Valuation, Capital Management, Finance, Fixed Annuities, Insurance, Financial Risk, Life Insurance, Strategic Financial..., Reinsurance, Financial Analysis
Education
Providence College 2000 — 2004
BA, Mathematics
Sacred Heart Academy 1996 — 2000
Ernst & Young December 2012 - Present
Sun Life Financial May 2006 - December 2012
New York Life July 2004 - April 2006
Skills
Pricing, Actuarial Science, Variable Annuities, Valuation, Capital Management, Finance, Fixed Annuities, Insurance, Financial Risk, Life Insurance, Strategic Financial..., Reinsurance, Financial Analysis
Education
Providence College 2000 — 2004
BA, Mathematics
Sacred Heart Academy 1996 — 2000
Paul Finnegan's Sun Life Financial Experience August 2011 - Present
Job U.S. Money Laundering Reporting Officer
Industry Insurance
Experience
Sun Life Financial August 2011 - Present
Sun Life June 2007 - August 2011
Genworth Financial April 2004 - June 2007
Skills
Employee Benefits, Risk Management, Insurance, Life Insurance, Health Insurance
Education
Western New England College School of Law 1995 — 2000
JD
Providence College 1988 — 1992
Sun Life Financial August 2011 - Present
Sun Life June 2007 - August 2011
Genworth Financial April 2004 - June 2007
Skills
Employee Benefits, Risk Management, Insurance, Life Insurance, Health Insurance
Education
Western New England College School of Law 1995 — 2000
JD
Providence College 1988 — 1992
Nathan Demanche's Sun Life Financial Experience April 2008 - April 2010
Job Strategic Accounts Director at NextWorth Solutions
Industry Consumer Electronics
Experience
NextWorth Solutions March 2015 - Present
NextWorth Solutions, Inc. July 2013 - February 2015
TomTom July 2010 - July 2013
Patrick Motors Inc. May 2010 - July 2010
Sun Life Financial April 2008 - April 2010
Sun Life Financial April 2006 - April 2008
Sun Life Financial April 2004 - April 2006
PC Connection November 2003 - April 2004
WPCR January 2000 - May 2003
Skills
Excel, Access, PowerPoint, Word, Quantitative Analysis, Forecasting, Analysis, Microsoft Office, Budgeting, Business Process, Statistics, SAP, Pricing, Financial Analysis, Outlook, Business Intelligence, Salesforce.com, Microsoft Excel, Budgets, Management, Data Analysis, Market Research, Process Improvement, Training, Business Analysis, Microsoft Word, Financial Modeling, Quantitative Analytics
Education
Bryant University 2008 — 2008
Plymouth State University 1999 — 2003
Bachelors of Science, Business
NextWorth Solutions March 2015 - Present
NextWorth Solutions, Inc. July 2013 - February 2015
TomTom July 2010 - July 2013
Patrick Motors Inc. May 2010 - July 2010
Sun Life Financial April 2008 - April 2010
Sun Life Financial April 2006 - April 2008
Sun Life Financial April 2004 - April 2006
PC Connection November 2003 - April 2004
WPCR January 2000 - May 2003
Skills
Excel, Access, PowerPoint, Word, Quantitative Analysis, Forecasting, Analysis, Microsoft Office, Budgeting, Business Process, Statistics, SAP, Pricing, Financial Analysis, Outlook, Business Intelligence, Salesforce.com, Microsoft Excel, Budgets, Management, Data Analysis, Market Research, Process Improvement, Training, Business Analysis, Microsoft Word, Financial Modeling, Quantitative Analytics
Education
Bryant University 2008 — 2008
Plymouth State University 1999 — 2003
Bachelors of Science, Business
Sue Faustino's Sun Life Financial Experience March 1999 - June 2004
Job Sue Faustino at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments 2011 - 2012
Fidelity Investments 2005 - 2011
Citizens Bank 2004 - 2005
Sun Life Financial March 1999 - June 2004
Skills
Business Analysis, Requirements Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, Requirements Gathering, Business Intelligence, Data Analysis, Data Warehousing, Mobile Applications, Mobile Web Design, Web Design, Responsive Web Design, Web Applications, Software System Analysis
Education
Rhode Island School of Design 2015 — 2017
RISD CE, Web + Interactive Design Certificate
Providence College 1994 — 1998
Bachelor of Science (B.S.), Business Management
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments 2011 - 2012
Fidelity Investments 2005 - 2011
Citizens Bank 2004 - 2005
Sun Life Financial March 1999 - June 2004
Skills
Business Analysis, Requirements Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, Requirements Gathering, Business Intelligence, Data Analysis, Data Warehousing, Mobile Applications, Mobile Web Design, Web Design, Responsive Web Design, Web Applications, Software System Analysis
Education
Rhode Island School of Design 2015 — 2017
RISD CE, Web + Interactive Design Certificate
Providence College 1994 — 1998
Bachelor of Science (B.S.), Business Management
Dan Misner's Sun Life Financial Experience February 2002 - January 2003
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2005 - Present
Goldman Sachs December 2003 - November 2005
PRO Unlimited at Goldman Sachs February 2003 - November 2003
Sun Life Financial February 2002 - January 2003
Sun Life Financial January 2000 - February 2002
Education
Providence College 1995 — 1999
Bachelor of Science, Finance
Goldman Sachs December 2005 - Present
Goldman Sachs December 2003 - November 2005
PRO Unlimited at Goldman Sachs February 2003 - November 2003
Sun Life Financial February 2002 - January 2003
Sun Life Financial January 2000 - February 2002
Education
Providence College 1995 — 1999
Bachelor of Science, Finance
Joe Cornelia, CEBS's Sun Life Financial Experience 1981 - 1996
Job Account Manager Dealer Operations at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance January 2015 - Present
Nationwide Employee Benefits August 2009 - November 2014
AUL/OneAmerica 2006 - 2008
Mutual of Omaha 1996 - 2005
Sun Life Financial 1981 - 1996
Skills
Sales Management, Employee Benefits, Problem Solving, Disability Insurance, Group Benefits, Benefits Administration, Business Development, Management, Selling, Long-term Care, Sales, Customer Service, Sales Process, Customer Retention, Brokers, Accident
Education
Purdue University - Krannert School of Management
B.S., General Management with specialization in Marketing and Industrial Relations
Sentry Insurance January 2015 - Present
Nationwide Employee Benefits August 2009 - November 2014
AUL/OneAmerica 2006 - 2008
Mutual of Omaha 1996 - 2005
Sun Life Financial 1981 - 1996
Skills
Sales Management, Employee Benefits, Problem Solving, Disability Insurance, Group Benefits, Benefits Administration, Business Development, Management, Selling, Long-term Care, Sales, Customer Service, Sales Process, Customer Retention, Brokers, Accident
Education
Purdue University - Krannert School of Management
B.S., General Management with specialization in Marketing and Industrial Relations
Peter Gearon's Sun Life Financial Experience August 2009 - July 2013
Job Senior Manager Accounting Operations at Amica Mutual Insurance
Industry Accounting
Experience
Amica Mutual Insurance July 2013 - Present
Sun Life Financial August 2009 - July 2013
PwC June 2004 - August 2009
Broniec Associates June 2002 - May 2004
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, IFRS, Big 4, GAAP, Financial Analysis
Education
Providence College 1998 — 2002
Bachelor of Science (BS), Accounting
Amica Mutual Insurance July 2013 - Present
Sun Life Financial August 2009 - July 2013
PwC June 2004 - August 2009
Broniec Associates June 2002 - May 2004
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, IFRS, Big 4, GAAP, Financial Analysis
Education
Providence College 1998 — 2002
Bachelor of Science (BS), Accounting
Arthur Baril's Sun Life Financial Experience March 2002 - Present
Job Senior Director at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial March 2002 - Present
Sun Life Financial March 1996 - March 2002
BNY Mellon September 1989 - August 1995
Skills
Portfolio Management, Capital Markets, Financial Services, Finance, Investments, Financial Modeling, Fixed Income, Bonds, Securities, Asset Management, Management
Education
Providence College 1989 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Massachusetts, Amherst 1980 — 1985
Bachelor of Business Administration (BBA), Finance
Sun Life Financial March 2002 - Present
Sun Life Financial March 1996 - March 2002
BNY Mellon September 1989 - August 1995
Skills
Portfolio Management, Capital Markets, Financial Services, Finance, Investments, Financial Modeling, Fixed Income, Bonds, Securities, Asset Management, Management
Education
Providence College 1989 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Massachusetts, Amherst 1980 — 1985
Bachelor of Business Administration (BBA), Finance
Debbie Orme-Rego's Sun Life Financial Experience September 2002 - July 2004
Job Senior Director, Human Resources and Organizational Development
Industry Human Resources
Experience
United Way/Centraide Ottawa 2015 - Present
Nipissing Parry Sound Catholic District School Board 2011 - 2015
Standards Council of Canada 2011 - 2011
Independent Consultant 2007 - 2010
Nipissing-Parry Sound Catholic District School Board August 2004 - July 2007
Sun Life Financial September 2002 - July 2004
Clarica 1999 - 2002
Levi Strauss & Co. March 1997 - August 1999
Skills
Employee Engagement, Talent Management, Organizational Design, Succession Planning, Coaching, Talent Acquisition, Leadership Development, Change Management, Policy, Human Resources, Performance Management, Organizational..., Labor Relations, Employee Relations, Strategic Planning
Education
Queen's University 1994 — 1995
Masters Industrial Relations, Human Resources and Labour Relations
Queen's University 1990 — 1994
BCOMM,, Marketing and HR
United Way/Centraide Ottawa 2015 - Present
Nipissing Parry Sound Catholic District School Board 2011 - 2015
Standards Council of Canada 2011 - 2011
Independent Consultant 2007 - 2010
Nipissing-Parry Sound Catholic District School Board August 2004 - July 2007
Sun Life Financial September 2002 - July 2004
Clarica 1999 - 2002
Levi Strauss & Co. March 1997 - August 1999
Skills
Employee Engagement, Talent Management, Organizational Design, Succession Planning, Coaching, Talent Acquisition, Leadership Development, Change Management, Policy, Human Resources, Performance Management, Organizational..., Labor Relations, Employee Relations, Strategic Planning
Education
Queen's University 1994 — 1995
Masters Industrial Relations, Human Resources and Labour Relations
Queen's University 1990 — 1994
BCOMM,, Marketing and HR
Brenda Randall's Sun Life Financial Experience April 2012 - Present
Job Voluntary Benefits Practice Leader at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Zhenzhou Lei's Sun Life Financial Experience March 2010 - July 2013
Job Director Actuarial, Variable Annuity Profitability and Hedging at Delaware Life Insurance Company
Industry Insurance
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial March 2010 - July 2013
Prudential Financial August 2009 - March 2010
AEGON USA January 2006 - July 2009
Geneva Trading September 2004 - March 2005
University of Iowa College of Business 2002 - 2004
Skills
ALM, Financial Risk, R, Actuarial Science, Portfolio Management, Equities, Risk Management, Economic Capital, Statistics, Strategic Financial..., Hedging, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
MA, Economics
Peking University 1997 — 2002
BA, International Finance
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial March 2010 - July 2013
Prudential Financial August 2009 - March 2010
AEGON USA January 2006 - July 2009
Geneva Trading September 2004 - March 2005
University of Iowa College of Business 2002 - 2004
Skills
ALM, Financial Risk, R, Actuarial Science, Portfolio Management, Equities, Risk Management, Economic Capital, Statistics, Strategic Financial..., Hedging, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
MA, Economics
Peking University 1997 — 2002
BA, International Finance
Tommy Elms's Sun Life Financial Experience September 2010 - November 2011
Job LPL Financial Regional Director of Recruiting for KS, MO, and IA
Industry Investment Management
Experience
LPL Financial November 2011 - Present
Sun Life Financial September 2010 - November 2011
John Hancock Financial Services July 2003 - September 2010
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Series 6, 401k, Retirement, Variable Annuities, Wealth Management, Investments, Financial Advisory, Series 65, Asset Allocation, FINRA, Alternative Investments, Strategic Financial..., Insurance, Series 24, Securities
Education
Pittsburg State University 1985 — 1990
Business, Finance
LPL Financial November 2011 - Present
Sun Life Financial September 2010 - November 2011
John Hancock Financial Services July 2003 - September 2010
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning, Series 6, 401k, Retirement, Variable Annuities, Wealth Management, Investments, Financial Advisory, Series 65, Asset Allocation, FINRA, Alternative Investments, Strategic Financial..., Insurance, Series 24, Securities
Education
Pittsburg State University 1985 — 1990
Business, Finance
Tara Rossi's Sun Life Financial Experience July 2013 - Present
Job Enrollment Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Unum August 2012 - June 2013
Unum January 2011 - July 2012
Unum June 2007 - December 2010
ATX Telecommunications 1994 - 2007
Skills
Employee Benefits, Insurance, Account Management, Leadership, Process Improvement, Team Building, Strategic Planning, Customer Service, Sales, Disability Insurance, Salesforce.com, Customer Retention, Vendor Management, Team Leadership, Sales Management, Benefits Administration, New Business Development, Management
Education
Penn State University 1987 — 1991
Bachelor of Arts (B.A.), General Arts & Sciences, Business Minor
Sun Life Financial July 2013 - Present
Unum August 2012 - June 2013
Unum January 2011 - July 2012
Unum June 2007 - December 2010
ATX Telecommunications 1994 - 2007
Skills
Employee Benefits, Insurance, Account Management, Leadership, Process Improvement, Team Building, Strategic Planning, Customer Service, Sales, Disability Insurance, Salesforce.com, Customer Retention, Vendor Management, Team Leadership, Sales Management, Benefits Administration, New Business Development, Management
Education
Penn State University 1987 — 1991
Bachelor of Arts (B.A.), General Arts & Sciences, Business Minor
Robert Melillo's Sun Life Financial Experience September 2008 - June 2011
Job Second Vice President & Head of Stop Loss at Guardian Life
Industry Insurance
Experience
Guardian Life April 2014 - Present
USI Insurance Services May 2011 - April 2014
Sun Life Financial September 2008 - June 2011
Sun Life Financial June 2005 - September 2008
GE Insurance Solutions January 2003 - June 2005
Risk Assessment Strategies, Inc. September 2000 - January 2003
EPRG, Inc. August 1999 - August 2000
Firm United Healthcare February 1989 - July 1999
Skills
Insurance, Employee Benefits, Underwriting, Strategy, Brokers, Reinsurance, CRM, Business Development, Management, Selling, Product Management, Marketing, Marketing Strategy, Sales, Self-funded, Program Management, Financial Risk, Product Development, Healthcare, Group Insurance
Education
Post University
A.S., Business Administration, Marketing
Guardian Life April 2014 - Present
USI Insurance Services May 2011 - April 2014
Sun Life Financial September 2008 - June 2011
Sun Life Financial June 2005 - September 2008
GE Insurance Solutions January 2003 - June 2005
Risk Assessment Strategies, Inc. September 2000 - January 2003
EPRG, Inc. August 1999 - August 2000
Firm United Healthcare February 1989 - July 1999
Skills
Insurance, Employee Benefits, Underwriting, Strategy, Brokers, Reinsurance, CRM, Business Development, Management, Selling, Product Management, Marketing, Marketing Strategy, Sales, Self-funded, Program Management, Financial Risk, Product Development, Healthcare, Group Insurance
Education
Post University
A.S., Business Administration, Marketing
Kris Collins (Reinecker)'s Sun Life Financial Experience 2000 - 2003
Job at
Industry Education Management
Experience
Shrewsbury Public Schools August 2014 - Present
Providence Public Schools August 2010 - Present
Framingham Adult ESL Plus May 2007 - June 2010
Framingham Adult ESL Plus January 2004 - June 2010
Worker Education Program August 2008 - January 2009
Sun Life Financial 2000 - 2003
Skills
Teaching, Management, ESL, Curriculum Development, Lesson Planning, Public Speaking, Literacy, Teaching English as a..., Secondary Education, Curriculum Design, Special Education
Education
Providence College 2012 — 2013
Masters Urban Education, Urban Education and Leadership
University of Massachusetts, Amherst 1990 — 1994
Dartmouth High School
Shrewsbury Public Schools August 2014 - Present
Providence Public Schools August 2010 - Present
Framingham Adult ESL Plus May 2007 - June 2010
Framingham Adult ESL Plus January 2004 - June 2010
Worker Education Program August 2008 - January 2009
Sun Life Financial 2000 - 2003
Skills
Teaching, Management, ESL, Curriculum Development, Lesson Planning, Public Speaking, Literacy, Teaching English as a..., Secondary Education, Curriculum Design, Special Education
Education
Providence College 2012 — 2013
Masters Urban Education, Urban Education and Leadership
University of Massachusetts, Amherst 1990 — 1994
Dartmouth High School
Cindy Farmer's Sun Life Financial Experience Project Office ManagerSun Life FinancialNovember 1974 - November 2008
Job Retired Project Office Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Project Office ManagerSun Life FinancialNovember 1974 - November 2008
Skills
PMO, Project Management, Procedure Development, Workshop Facilitation, Staff Development, Process Improvement, Project Planning, Time Management, Job Coaching, Problem Management, Risk Management, Motivation, Procedure Manuals, Technical Presentations
Education
Queen's University 1971 — 1974
BA, Mathematics and Psychology
Sun Life Financial Project Office ManagerSun Life FinancialNovember 1974 - November 2008
Skills
PMO, Project Management, Procedure Development, Workshop Facilitation, Staff Development, Process Improvement, Project Planning, Time Management, Job Coaching, Problem Management, Risk Management, Motivation, Procedure Manuals, Technical Presentations
Education
Queen's University 1971 — 1974
BA, Mathematics and Psychology
Brett Knowles's Sun Life Financial Experience May 1986 - July 2002
Job Technical Advisor at IBM Canada
Industry Computer Software
Experience
IBM Canada August 2003 - Present
Sun Life Financial May 1986 - July 2002
Education
Queen's University 1976 — 1980
BA
IBM Canada August 2003 - Present
Sun Life Financial May 1986 - July 2002
Education
Queen's University 1976 — 1980
BA
Billy Grimes's Sun Life Financial Experience December 2006 - June 2009
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Joanna Kaub's Sun Life Financial Experience December 2006 - March 2008
Job Experienced Event Sales Manager
Industry Hospitality
Experience
Restaurant Associates April 2009 - April 2010
Restaurant Associates April 2009 - April 2010
The Ritz-Carlton March 2008 - April 2009
The Ritz-Carlton March 2008 - April 2009
The Ritz-Carlton Hotel Philadelphia 2008 - 2009
Sun Life Financial December 2006 - March 2008
Sun Life Financial December 2006 - March 2008
The Sagamore Resort January 2005 - December 2006
The Sagamore Resort January 2005 - December 2006
Ritz-Carlton, Orlando October 2003 - December 2004
Education
Penn State University 1998 — 2003
Bachelor of Science, HR&IM
The Pennsylvania State University, University
B.S, Hotel
Restaurant Associates April 2009 - April 2010
Restaurant Associates April 2009 - April 2010
The Ritz-Carlton March 2008 - April 2009
The Ritz-Carlton March 2008 - April 2009
The Ritz-Carlton Hotel Philadelphia 2008 - 2009
Sun Life Financial December 2006 - March 2008
Sun Life Financial December 2006 - March 2008
The Sagamore Resort January 2005 - December 2006
The Sagamore Resort January 2005 - December 2006
Ritz-Carlton, Orlando October 2003 - December 2004
Education
Penn State University 1998 — 2003
Bachelor of Science, HR&IM
The Pennsylvania State University, University
B.S, Hotel
Steve Babineau's Sun Life Financial Experience
Job Account Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial
Skills
Group Benefits, Disability Insurance, Account Management, Series 6, Insurance, Series 63, Client Retention, Critical Illness, Employee Benefits, Underwriting, Relationship Development, New Business Development
Education
Queen's University 1982 — 1987
Bachelor of Arts (BA), Honours, Economics
Sun Life Financial
Skills
Group Benefits, Disability Insurance, Account Management, Series 6, Insurance, Series 63, Client Retention, Critical Illness, Employee Benefits, Underwriting, Relationship Development, New Business Development
Education
Queen's University 1982 — 1987
Bachelor of Arts (BA), Honours, Economics
Vineet Kochhar's Sun Life Financial Experience April 2013 - Present
Job VP Business Excellence at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Skills
Change Management, Employee Benefits, Business Process..., Lean Six Sigma, Operations Management
Education
University of Toronto 1992 — 1993
BSC, Actuarial Science
Queen's University 1989 — 1991
Sun Life Financial April 2013 - Present
Skills
Change Management, Employee Benefits, Business Process..., Lean Six Sigma, Operations Management
Education
University of Toronto 1992 — 1993
BSC, Actuarial Science
Queen's University 1989 — 1991
Sherry Tang's Sun Life Financial Experience November 2006 - July 2013
Job Senior Actuarial Specialist at Delaware Life
Industry Insurance
Experience
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2006 - July 2013
Towers Watson July 2001 - November 2006
Skills
Actuarial Science, Insurance, Fixed Annuities, Analysis, Enterprise Risk..., Variable Annuities, Pricing, Financial Modeling, Forecasting, Trend Analysis, Product Development, Product Management, Individual Life, Risk Management, Microsoft Excel, Financial Risk, Financial Analysis, Valuation, Investments, VBA, Data Analysis
Education
The Ohio State University 1997 — 2001
Master of Science (M.S.), Applied Statistics
The Ohio State University 1997 — 2001
Master of Science (MS), Environmental Science
Peking University 1991 — 1996
Bachelor of Science (B.S.), Chemistry
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial November 2006 - July 2013
Towers Watson July 2001 - November 2006
Skills
Actuarial Science, Insurance, Fixed Annuities, Analysis, Enterprise Risk..., Variable Annuities, Pricing, Financial Modeling, Forecasting, Trend Analysis, Product Development, Product Management, Individual Life, Risk Management, Microsoft Excel, Financial Risk, Financial Analysis, Valuation, Investments, VBA, Data Analysis
Education
The Ohio State University 1997 — 2001
Master of Science (M.S.), Applied Statistics
The Ohio State University 1997 — 2001
Master of Science (MS), Environmental Science
Peking University 1991 — 1996
Bachelor of Science (B.S.), Chemistry
Peter Skipp's Sun Life Financial Experience November 2014 - Present
Job LTD Claims Consultant, Resource Team at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2014 - Present
The Hartford July 2011 - November 2014
Travelers November 2009 - July 2011
The Hartford December 2008 - June 2009
Skills
Claims Management, Liability, Employee Benefits, Microsoft Excel, Microsoft Office, Claim, Insurance, Leadership
Education
Providence College 2004 — 2008
Bachelor of Arts (BA), History
Sun Life Financial November 2014 - Present
The Hartford July 2011 - November 2014
Travelers November 2009 - July 2011
The Hartford December 2008 - June 2009
Skills
Claims Management, Liability, Employee Benefits, Microsoft Excel, Microsoft Office, Claim, Insurance, Leadership
Education
Providence College 2004 — 2008
Bachelor of Arts (BA), History
Kathy Smahi's Sun Life Financial Experience 1999 - 2008
Job Senior Financial Analyst at MMA New England The Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency, known locally as Bostonian Group October 2010 - Present
Hartford Retirement Services, Inc. February 2008 - January 2010
Sun Life Financial 1999 - 2008
Toth Brand Imaging 1996 - 1998
Mercer Management Consulting 1994 - 1996
Education
Providence College 1990 — 1994
BS, Business/Accounting
Marsh & McLennan Agency, known locally as Bostonian Group October 2010 - Present
Hartford Retirement Services, Inc. February 2008 - January 2010
Sun Life Financial 1999 - 2008
Toth Brand Imaging 1996 - 1998
Mercer Management Consulting 1994 - 1996
Education
Providence College 1990 — 1994
BS, Business/Accounting
Laura Peach- Sorrento's Sun Life Financial Experience July 2004 - Present
Job Senior Underwriter, StopLoss
Industry Insurance
Experience
Sun Life Financial July 2004 - Present
Education
Providence College 2000 — 2004
Bachelor's degree, English Language and Literature, and Psychology
Sun Life Financial July 2004 - Present
Education
Providence College 2000 — 2004
Bachelor's degree, English Language and Literature, and Psychology
Karam Rai, CGA, BBA's Sun Life Financial Experience January 1990 - December 1997
Job Director, Finance Canada at ADT Security Services Canada, Inc.
Industry Accounting
Experience
ADT Security Services Canada, Inc. October 2004 - December 2013
ADT Security Services Canada, Inc. May 1998 - September 2004
Sun Life Financial January 1990 - December 1997
Skills
Strategic Financial..., Budgeting, Forecasting, Controllership Functions, Mergers & Acquisitions, Business Valuation, Change Management, Restructuring, Financial Analysis, Financial Reporting, Financial Variance..., Leadership, Process Improvement, Cash-flow Management, Internal Controls, Talent Management, Due Diligence for..., Managerial Finance, Business Strategy, Organizational...
Education
York University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Queen's University
CPA (U.S.)
CPA Preparatory courses & Passed Financial Accounting & Reporting Exam
ADT Security Services Canada, Inc. October 2004 - December 2013
ADT Security Services Canada, Inc. May 1998 - September 2004
Sun Life Financial January 1990 - December 1997
Skills
Strategic Financial..., Budgeting, Forecasting, Controllership Functions, Mergers & Acquisitions, Business Valuation, Change Management, Restructuring, Financial Analysis, Financial Reporting, Financial Variance..., Leadership, Process Improvement, Cash-flow Management, Internal Controls, Talent Management, Due Diligence for..., Managerial Finance, Business Strategy, Organizational...
Education
York University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Queen's University
CPA (U.S.)
CPA Preparatory courses & Passed Financial Accounting & Reporting Exam
Dave Rabin's Sun Life Financial Experience March 2009 - Present
Job at
Industry Financial Services
Experience
Sun Life Financial March 2009 - Present
Education
Purdue University 1989 — 1993
BS
Sun Life Financial March 2009 - Present
Education
Purdue University 1989 — 1993
BS
Shaila Islam, MBA, CBAP's Sun Life Financial Experience September 2013 - Present
Job Senior Business Analyst at Sun Life
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Manulife Financial June 2010 - August 2013
Sun Life Financial March 2009 - June 2010
Manulife 2003 - 2008
Skills
Business Analysis, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Strategic Planning, Financial Services, Insurance, Analysis, Mutual Funds, Wealth Management, Change Management, Investments, Interpersonal Skills, Written Communication
Education
Queen's University 2012 — 2013
MBA, Business
University of Waterloo 2007 — 2008
Bachelor of Arts (B.A.), English Literature and Rhetoric
University of Waterloo 1998 — 2003
BMATH, Mathematics and Business
Sun Life Financial September 2013 - Present
Manulife Financial June 2010 - August 2013
Sun Life Financial March 2009 - June 2010
Manulife 2003 - 2008
Skills
Business Analysis, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Process Improvement, Strategic Planning, Financial Services, Insurance, Analysis, Mutual Funds, Wealth Management, Change Management, Investments, Interpersonal Skills, Written Communication
Education
Queen's University 2012 — 2013
MBA, Business
University of Waterloo 2007 — 2008
Bachelor of Arts (B.A.), English Literature and Rhetoric
University of Waterloo 1998 — 2003
BMATH, Mathematics and Business
Yanyan (Belle) Ma's Sun Life Financial Experience August 2011 - Present
Job Actuarial Analyst
Industry Insurance
Experience
Sun Life Financial August 2011 - Present
Education
Purdue University 2008 — 2011
BS
Sun Life Financial August 2011 - Present
Education
Purdue University 2008 — 2011
BS
sy Raboy's Sun Life Financial Experience January 1963 - March 1990
Job Independent Investment Management Professional
Industry Investment Management
Experience
Sun Life Fianacial February 1991 - December 1998
Sun Life Financial January 1963 - March 1990
Education
Brandeis Universyty
B,A.
Pepperdine University
M.B.A
Sun Life Fianacial February 1991 - December 1998
Sun Life Financial January 1963 - March 1990
Education
Brandeis Universyty
B,A.
Pepperdine University
M.B.A
Brian Hutton's Sun Life Financial Experience August 1996 - Present
Job Application Designer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1996 - Present
Sunlife Financial April 2004 - April 2014
Sunlife Financial August 1996 - April 2004
Skills
J2EE, Java, Application Design, Weblogic, DB2, Systems Analysis, Microsoft SQL Server, Requirements Analysis, Software Design, Java Enterprise Edition, Software Project..., SDLC, Enterprise Architecture, SQL
Education
University of Toronto 1994 — 1996
Computer science - minor
Queen's University 1990 — 1994
BScH, Life Sciences
Ridgeway Crystal Beach Highschool 1985 — 1990
Sun Life Financial August 1996 - Present
Sunlife Financial April 2004 - April 2014
Sunlife Financial August 1996 - April 2004
Skills
J2EE, Java, Application Design, Weblogic, DB2, Systems Analysis, Microsoft SQL Server, Requirements Analysis, Software Design, Java Enterprise Edition, Software Project..., SDLC, Enterprise Architecture, SQL
Education
University of Toronto 1994 — 1996
Computer science - minor
Queen's University 1990 — 1994
BScH, Life Sciences
Ridgeway Crystal Beach Highschool 1985 — 1990
Peter Roman's Sun Life Financial Experience July 2008 - July 2011
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP August 2012 - Present
SunAmerica Financial Group August 2011 - August 2012
Sun Life Financial July 2008 - July 2011
McNeil Consumer Healthcare January 2007 - July 2007
Education
Penn State University 2004 — 2008
Bachelor of Science, Supply Chain & Information Systems
ADP August 2012 - Present
SunAmerica Financial Group August 2011 - August 2012
Sun Life Financial July 2008 - July 2011
McNeil Consumer Healthcare January 2007 - July 2007
Education
Penn State University 2004 — 2008
Bachelor of Science, Supply Chain & Information Systems
Hima Kanakala's Sun Life Financial Experience October 2010 - May 2011
Job Program Manager at Microsoft through Arth Systems
Industry Information Technology and Services
Experience
Arth Systems March 2013 - September 2014
Wimmer Solutions April 2012 - December 2012
Sun Life Financial October 2010 - May 2011
Tata Consultancy Services February 2006 - December 2008
Skills
Software Project..., Process Improvement, Change Management, PMP, PMO, Six Sigma, Cross-functional Team..., Project Management, Business Process..., Outsourcing, SharePoint, Software Documentation, Project Planning, Program Management, Cloud-based, Requirements Analysis, Management, SDLC
Education
Pondicherry University 1994 — 1998
Bachelors in Technology, Computer Science and Engineering
Arth Systems March 2013 - September 2014
Wimmer Solutions April 2012 - December 2012
Sun Life Financial October 2010 - May 2011
Tata Consultancy Services February 2006 - December 2008
Skills
Software Project..., Process Improvement, Change Management, PMP, PMO, Six Sigma, Cross-functional Team..., Project Management, Business Process..., Outsourcing, SharePoint, Software Documentation, Project Planning, Program Management, Cloud-based, Requirements Analysis, Management, SDLC
Education
Pondicherry University 1994 — 1998
Bachelors in Technology, Computer Science and Engineering
Joseph Krenn's Sun Life Financial Experience May 2009 - December 2011
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
David Pullman's Sun Life Financial Experience November 2012 - February 2015
Job *
Industry Human Resources
Experience
Edward Jones March 2015 - Present
Sun Life Financial November 2012 - February 2015
Pritchard Dunham Inc. March 1998 - June 2010
TMT Consultants December 1994 - February 1998
Education
Queen's University 1992 — 1994
Master of Business Administration (MBA), International Business/Trade/Commerce
Western University 1981 — 1985
Bachelor of Science (BSc), Geological and Earth Sciences/Geosciences
Edward Jones March 2015 - Present
Sun Life Financial November 2012 - February 2015
Pritchard Dunham Inc. March 1998 - June 2010
TMT Consultants December 1994 - February 1998
Education
Queen's University 1992 — 1994
Master of Business Administration (MBA), International Business/Trade/Commerce
Western University 1981 — 1985
Bachelor of Science (BSc), Geological and Earth Sciences/Geosciences
Jeffrey Lalley's Sun Life Financial Experience January 1998 - August 2013
Job Senior Business Systems Analyst at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial January 1998 - August 2013
US Army October 1989 - November 1992
Skills
Insurance, Business Analysis, Financial Services, Process Improvement, Business Requirements, Mutual Funds, Requirements Gathering, Quality Assurance, Analysis, Requirements Analysis, Systems Analysis, Life Insurance, Relationship Management
Education
Plymouth State University 1993 — 1997
BS, Biology
Delaware Life August 2013 - Present
Sun Life Financial January 1998 - August 2013
US Army October 1989 - November 1992
Skills
Insurance, Business Analysis, Financial Services, Process Improvement, Business Requirements, Mutual Funds, Requirements Gathering, Quality Assurance, Analysis, Requirements Analysis, Systems Analysis, Life Insurance, Relationship Management
Education
Plymouth State University 1993 — 1997
BS, Biology
Gregory Antonuccio's Sun Life Financial Experience March 1999 - March 2007
Job Vice President at Global Atlantic Financial Group
Industry Insurance
Experience
Commonwealth Annuity and Life Insurance Company April 2007 - Present
Sun Life Financial March 1999 - March 2007
Ernst & Young August 1995 - March 1999
Textron 1994 - 1995
Education
Providence College 1991 — 1995
Bachelor's of Science, Accountancy
Commonwealth Annuity and Life Insurance Company April 2007 - Present
Sun Life Financial March 1999 - March 2007
Ernst & Young August 1995 - March 1999
Textron 1994 - 1995
Education
Providence College 1991 — 1995
Bachelor's of Science, Accountancy
Chenzi Li's Sun Life Financial Experience June 2011 - August 2011
Job Student at Penn State University
Industry Insurance
Experience
Farmers Group October 2013 - July 2014
Sun Life Financial June 2011 - August 2011
Skills
Microsoft Excel, VBA, SAS, R
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Farmers Group October 2013 - July 2014
Sun Life Financial June 2011 - August 2011
Skills
Microsoft Excel, VBA, SAS, R
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Kirsten Co's Sun Life Financial Experience January 2015 - Present
Job Business Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial May 2013 - January 2015
Laboratory of Dr. T. Ozolinš December 2011 - December 2012
TD Waterhouse May 2012 - September 2012
Direct IME May 2011 - August 2011
Skills
Risk Management, Marketing, Underwriting, Financial Risk, Microsoft Excel, Microsoft Office, Insurance, Leadership
Education
Queen's University 2009 — 2013
B.Sc. (Hons), Life Sciences
Trinity College London
Licentiate degree, Piano Performance, Honours
The Royal Conservatory of Music
A.R.C.T., Piano Performance, Honours
Sun Life Financial January 2015 - Present
Sun Life Financial May 2013 - January 2015
Laboratory of Dr. T. Ozolinš December 2011 - December 2012
TD Waterhouse May 2012 - September 2012
Direct IME May 2011 - August 2011
Skills
Risk Management, Marketing, Underwriting, Financial Risk, Microsoft Excel, Microsoft Office, Insurance, Leadership
Education
Queen's University 2009 — 2013
B.Sc. (Hons), Life Sciences
Trinity College London
Licentiate degree, Piano Performance, Honours
The Royal Conservatory of Music
A.R.C.T., Piano Performance, Honours
Kathy Tsui's Sun Life Financial Experience July 2000 - August 2003
Job Manager / Senior Analyst at Transport Canada
Industry Transportation/Trucking/Railroad
Experience
Transport Canada - Transports Canada October 2008 - Present
Treasury Board of Canada Secretariat March 2006 - October 2008
Canadian Environmental Assessment Agency March 2005 - March 2006
Sun Life Financial July 2000 - August 2003
Education
Queen's University 2003 — 2004
Master's Degree, Public Administration
University of Toronto 1996 — 2000
Bachelor's Degree, Natural Sciences
University of Toronto Schools 1990 — 1996
High School
Transport Canada - Transports Canada October 2008 - Present
Treasury Board of Canada Secretariat March 2006 - October 2008
Canadian Environmental Assessment Agency March 2005 - March 2006
Sun Life Financial July 2000 - August 2003
Education
Queen's University 2003 — 2004
Master's Degree, Public Administration
University of Toronto 1996 — 2000
Bachelor's Degree, Natural Sciences
University of Toronto Schools 1990 — 1996
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.