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
Ronald Lamphere Ronald Lamphere's Sun Life Financial Experience October 2009 - April 2011
Job Financial Consultant
Industry Accounting
Experience
ArQule, Inc., (biopharma); Sun Life (financial services) April 2013 - March 2015
Offices of Chris Walsh May 2010 - February 2014
Sun Life Financial October 2009 - April 2011
Goldman Sachs/Commonwealth Annuity July 2007 - June 2009
KNF&T Financial November 2002 - June 2007
Skills
Financial Accounting, Financial Analysis, Financial Planning, SEC reporting, Budget Management, Financial Reporting, SEC filings, Auditing, Tax, Budgets, General Ledger, Finance, Financial Statements, IFRS, Accounts Payable, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2000
M.B.A., cum laude, Business Management
Bentley University 1989 — 1993
B.S., Accounting
ArQule, Inc., (biopharma); Sun Life (financial services) April 2013 - March 2015
Offices of Chris Walsh May 2010 - February 2014
Sun Life Financial October 2009 - April 2011
Goldman Sachs/Commonwealth Annuity July 2007 - June 2009
KNF&T Financial November 2002 - June 2007
Skills
Financial Accounting, Financial Analysis, Financial Planning, SEC reporting, Budget Management, Financial Reporting, SEC filings, Auditing, Tax, Budgets, General Ledger, Finance, Financial Statements, IFRS, Accounts Payable, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2000
M.B.A., cum laude, Business Management
Bentley University 1989 — 1993
B.S., Accounting
Charlotte Heath's Sun Life Financial Experience November 2013 - December 2013
Job Management Trainee at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide July 2014 - Present
Arbonne International Canada December 2013 - Present
TD January 2014 - July 2014
Walmart June 2008 - July 2014
Sun Life Financial November 2013 - December 2013
The Walt Disney Company July 2012 - July 2013
S-Trip! March 2012 - July 2013
Rotaract Club of Guelph November 2010 - April 2012
Ennio's Pasta House September 2006 - February 2010
Skills
Event Planning, Microsoft Office, Customer Service, Time Management, Social Media, Teamwork, Public Relations, Event Management, Social Networking, Fundraising, Social Media Marketing, Blogging, Volunteer Management, Team Leadership, Hospitality, Public Speaking, service, Microsoft Word, Marketing, PowerPoint, Leadership, Project Management, Community Outreach, Microsoft Excel, Smart Serve Certified, Tourism, Food & Beverage
Education
Athabasca University 2013 — 2014
Bachelor of Management, Business Administration and Management, General
University of Sherbrooke 2011 — 2011
Certificate, French
Conestoga College 2008 — 2010
Diploma, General Arts and Science
Hilton Worldwide July 2014 - Present
Arbonne International Canada December 2013 - Present
TD January 2014 - July 2014
Walmart June 2008 - July 2014
Sun Life Financial November 2013 - December 2013
The Walt Disney Company July 2012 - July 2013
S-Trip! March 2012 - July 2013
Rotaract Club of Guelph November 2010 - April 2012
Ennio's Pasta House September 2006 - February 2010
Skills
Event Planning, Microsoft Office, Customer Service, Time Management, Social Media, Teamwork, Public Relations, Event Management, Social Networking, Fundraising, Social Media Marketing, Blogging, Volunteer Management, Team Leadership, Hospitality, Public Speaking, service, Microsoft Word, Marketing, PowerPoint, Leadership, Project Management, Community Outreach, Microsoft Excel, Smart Serve Certified, Tourism, Food & Beverage
Education
Athabasca University 2013 — 2014
Bachelor of Management, Business Administration and Management, General
University of Sherbrooke 2011 — 2011
Certificate, French
Conestoga College 2008 — 2010
Diploma, General Arts and Science
Tanita Anderson's Sun Life Financial Experience June 2013 - Present
Job Revisions Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial January 2001 - June 2013
Skills
Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Access, Microsoft Office, Research, Customer Service, Claim, Public Speaking, Data Analysis, Time Management, Outlook, Analysis, Higher Education, Nonprofits, Data Entry, Fundraising, Teamwork, Event Planning
Education
Bay Path University
Associate's Degree
Sun Life Financial June 2013 - Present
Sun Life Financial January 2001 - June 2013
Skills
Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Access, Microsoft Office, Research, Customer Service, Claim, Public Speaking, Data Analysis, Time Management, Outlook, Analysis, Higher Education, Nonprofits, Data Entry, Fundraising, Teamwork, Event Planning
Education
Bay Path University
Associate's Degree
Tony Collier Tony Collier's Sun Life Financial Experience December 2013 - May 2014
Job Business Development Director at Aviso, Inc
Industry Computer Software
Experience
Aviso, Inc September 2015 - Present
Lucidworks October 2014 - August 2015
LucidWorks May 2014 - October 2014
Raptis Rare Books April 2012 - June 2014
Sun Life Financial December 2013 - May 2014
Sun Life Financial July 2013 - December 2013
FairPoint Communications November 2012 - March 2013
UPS December 2010 - May 2012
UPS September 2009 - November 2010
Marquis Jet March 2008 - May 2009
Skills
Business Development, Sales, Competitive Analysis, CRM, Management, Sales Process, Entrepreneurship, Business Strategy, New Business Development, Public Speaking, Marketing, Logistics, Big Data, Supply Chain Management, Enterprise Software, Hadoop, Negotiation, Microsoft Office, Consultative Selling, Network Optimization, Solr, Concussions, Antiques, Start-up Ventures, Adobe Creative Suite, Lucene, Entrepreneurship..., SWOT analysis, Financial Analysis, Enterprise Search, Sales Conversion, Business Analysis, Process Consulting, Selling, Leadership, Social Media, Modeling, Start-ups
Education
Babson College 2007 — 2009
Bachelor of Science Degree
Westfield State University 2005 — 2007
Aviso, Inc September 2015 - Present
Lucidworks October 2014 - August 2015
LucidWorks May 2014 - October 2014
Raptis Rare Books April 2012 - June 2014
Sun Life Financial December 2013 - May 2014
Sun Life Financial July 2013 - December 2013
FairPoint Communications November 2012 - March 2013
UPS December 2010 - May 2012
UPS September 2009 - November 2010
Marquis Jet March 2008 - May 2009
Skills
Business Development, Sales, Competitive Analysis, CRM, Management, Sales Process, Entrepreneurship, Business Strategy, New Business Development, Public Speaking, Marketing, Logistics, Big Data, Supply Chain Management, Enterprise Software, Hadoop, Negotiation, Microsoft Office, Consultative Selling, Network Optimization, Solr, Concussions, Antiques, Start-up Ventures, Adobe Creative Suite, Lucene, Entrepreneurship..., SWOT analysis, Financial Analysis, Enterprise Search, Sales Conversion, Business Analysis, Process Consulting, Selling, Leadership, Social Media, Modeling, Start-ups
Education
Babson College 2007 — 2009
Bachelor of Science Degree
Westfield State University 2005 — 2007
Ahmad Hosseini B.Sc. Ahmad Hosseini B.Sc.'s Sun Life Financial Experience January 2012 - January 2013
Job Family Estate Planner, Business Tax Consultant, Asset Allocation, Freelance Financial Advisor
Industry Financial Services
Experience
Canadian Brokers Group Financial Inc. January 2013 - Present
Desjardins Financial Security Independent Network January 2014 - January 2015
Sun Life Financial January 2012 - January 2013
Polar Owl Consulting June 2007 - December 2011
Ministry of Health - Iran June 1997 - March 2004
UNICEF Iran 2001 - 2004
Skills
Management, Marketing, Customer Service, Strategic Planning, Business Planning, Marketing Strategy, Finance, Microsoft Office, Entrepreneurship, Sales, Leadership, Project Management, Team Leadership, Business Strategy, Investments, Negotiation, Project Planning, Coaching, Social Media Marketing, Microsoft Excel, Public Speaking, Sales Management, Insurance, Small Business, Financial Planning, PowerPoint, Budgets, Investment Strategies, Access, Outlook, Administration, Client Relations, Advertising, Presentation Skills, Critical Thinking, Analysis, Microsoft Word, Healthcare Management, Real Estate, Real Estate Financing, Estate Planning, Corporate Tax, Tax Returns, Tax Advisory, Income Tax, Tax, Business Intelligence, Financial Advisory, advi, Business Advisory
Education
The University of British Columbia / UBC 2004 — 2005
BCIT School of Business 2006 — 2006
SCC 2008 — 2009
Certificate
British Columbia Institute of Technology 2015 — 2016
Chartered Insurance Professional (CIP) and Canadian Risk Management (CRM) designations Candidate
Canadian Brokers Group Financial Inc. January 2013 - Present
Desjardins Financial Security Independent Network January 2014 - January 2015
Sun Life Financial January 2012 - January 2013
Polar Owl Consulting June 2007 - December 2011
Ministry of Health - Iran June 1997 - March 2004
UNICEF Iran 2001 - 2004
Skills
Management, Marketing, Customer Service, Strategic Planning, Business Planning, Marketing Strategy, Finance, Microsoft Office, Entrepreneurship, Sales, Leadership, Project Management, Team Leadership, Business Strategy, Investments, Negotiation, Project Planning, Coaching, Social Media Marketing, Microsoft Excel, Public Speaking, Sales Management, Insurance, Small Business, Financial Planning, PowerPoint, Budgets, Investment Strategies, Access, Outlook, Administration, Client Relations, Advertising, Presentation Skills, Critical Thinking, Analysis, Microsoft Word, Healthcare Management, Real Estate, Real Estate Financing, Estate Planning, Corporate Tax, Tax Returns, Tax Advisory, Income Tax, Tax, Business Intelligence, Financial Advisory, advi, Business Advisory
Education
The University of British Columbia / UBC 2004 — 2005
BCIT School of Business 2006 — 2006
SCC 2008 — 2009
Certificate
British Columbia Institute of Technology 2015 — 2016
Chartered Insurance Professional (CIP) and Canadian Risk Management (CRM) designations Candidate
Pat Berry Verhaegen Pat Berry Verhaegen's Sun Life Financial Experience November 2013 - Present
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Elaine Ficcardi, CPA's Sun Life Financial Experience September 1996 - March 2008
Job Investment Accounting and Treasury Operations Professional
Industry Insurance
Experience
Harvard Pilgrim Health Care October 2008 - May 2013
Sun Life Financial September 1996 - March 2008
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Certified Public...
Education
Babson College
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Harvard Pilgrim Health Care October 2008 - May 2013
Sun Life Financial September 1996 - March 2008
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Certified Public...
Education
Babson College
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Jane (Tseng) Hasselback, MBA's Sun Life Financial Experience 2007 - 2008
Job Senior Finance Professional
Industry Financial Services
Experience
Boston College April 2015 - Present
Iron Mountain October 2011 - October 2014
The Hartford March 2008 - October 2011
Sun Life Financial 2007 - 2008
Sun Life Financial January 2004 - January 2007
Sun Life Financial May 2003 - December 2003
Accenture January 1998 - August 2002
Skills
Essbase, Hyperion, Cognos, Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Corporate Finance, Planning Budgeting &..., Headcount Reporting, Variance Analysis, Process Improvement, Teamwork, Data Analysis, Data Modeling, Data Extraction, Managerial Finance, Collaborative Problem..., Financial Services, Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Leadership, Finance, Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
Masters, Business Administration
University of New Hampshire
Bachelor of Science, Hotel Administration
Boston College April 2015 - Present
Iron Mountain October 2011 - October 2014
The Hartford March 2008 - October 2011
Sun Life Financial 2007 - 2008
Sun Life Financial January 2004 - January 2007
Sun Life Financial May 2003 - December 2003
Accenture January 1998 - August 2002
Skills
Essbase, Hyperion, Cognos, Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Corporate Finance, Planning Budgeting &..., Headcount Reporting, Variance Analysis, Process Improvement, Teamwork, Data Analysis, Data Modeling, Data Extraction, Managerial Finance, Collaborative Problem..., Financial Services, Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Leadership, Finance, Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
Masters, Business Administration
University of New Hampshire
Bachelor of Science, Hotel Administration
Doug Kotelly's Sun Life Financial Experience September 1990 - April 1998
Job Chief Investment Officer at Prime Group Holdings
Industry Commercial Real Estate
Experience
Prime Group Holdings September 2014 - Present
Overland Capital Group April 2004 - September 2014
WaveCrest Capital Partners LLC September 2009 - December 2011
KeyBank - Real Estate Investment Banking - Private Equity Group September 2002 - April 2004
South Charles Investment Corporation (TriSail Capital Corporation) April 1998 - September 2002
Sun Life Financial September 1990 - April 1998
UBS July 1988 - September 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA
Boston College 1984 — 1988
BS, Finance, Human Resources Management
Lexington High School 1981 — 1984
Prime Group Holdings September 2014 - Present
Overland Capital Group April 2004 - September 2014
WaveCrest Capital Partners LLC September 2009 - December 2011
KeyBank - Real Estate Investment Banking - Private Equity Group September 2002 - April 2004
South Charles Investment Corporation (TriSail Capital Corporation) April 1998 - September 2002
Sun Life Financial September 1990 - April 1998
UBS July 1988 - September 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA
Boston College 1984 — 1988
BS, Finance, Human Resources Management
Lexington High School 1981 — 1984
Wichelet Fevrier Wichelet Fevrier's Sun Life Financial Experience January 1995 - October 2000
Job Senior Vice President and Director, Global Treasury Solutions at Bank of America
Industry Banking
Experience
Bank of America December 2013 - Present
Bank of America October 2002 - December 2013
WIJMA April 2003 - February 2005
Bank of America October 2000 - September 2002
Sun Life Financial January 1995 - October 2000
Skills
Treasury Management, Treasury Services, CRM, Commercial Banking, Portfolio Management, Management, Sales, Treasury, Leadership, Relationship Management, Sales Process, Banking, Credit, Financial Services, Payments, Credit Cards, Cash Management, Cross Selling, Retail Banking, Credit Analysis, Credit Risk, Small Business Lending, Risk Management, Financial Risk, Finance, Liquidity Management, Capital Markets
Education
New England College of Business and Finance 2005 — 2009
Bachelor of Science (BS), Marketing
Bay State College 2000 — 2002
Information Technology
Salem State University 1997 — 1999
Social Work
Bank of America December 2013 - Present
Bank of America October 2002 - December 2013
WIJMA April 2003 - February 2005
Bank of America October 2000 - September 2002
Sun Life Financial January 1995 - October 2000
Skills
Treasury Management, Treasury Services, CRM, Commercial Banking, Portfolio Management, Management, Sales, Treasury, Leadership, Relationship Management, Sales Process, Banking, Credit, Financial Services, Payments, Credit Cards, Cash Management, Cross Selling, Retail Banking, Credit Analysis, Credit Risk, Small Business Lending, Risk Management, Financial Risk, Finance, Liquidity Management, Capital Markets
Education
New England College of Business and Finance 2005 — 2009
Bachelor of Science (BS), Marketing
Bay State College 2000 — 2002
Information Technology
Salem State University 1997 — 1999
Social Work
Victoria Cintron's Sun Life Financial Experience July 2009 - September 2010
Job Marketing Assistant
Industry Consumer Goods
Experience
LEGO Group May 2015 - Present
LEGO Group June 2012 - April 2015
MassMutual Financial Group October 2011 - June 2012
MassMutual Financial Group September 2010 - September 2011
Sun Life Financial July 2009 - September 2010
Sun Life Financial July 2007 - July 2009
Skills
Process Improvement, Team Leadership, Change Management, Leadership Development, Group Insurance, Employee Benefits, Customer Service, Visio, Training, Recruiting, Insurance, Management, Call Centers, Quality Assurance, Strategy, Customer Satisfaction, Business Process, Leadership, Microsoft Office, Coaching, Team Building, Continuous Improvement, Cross-functional Team...
Education
Bay Path College 2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.87
LEGO Group May 2015 - Present
LEGO Group June 2012 - April 2015
MassMutual Financial Group October 2011 - June 2012
MassMutual Financial Group September 2010 - September 2011
Sun Life Financial July 2009 - September 2010
Sun Life Financial July 2007 - July 2009
Skills
Process Improvement, Team Leadership, Change Management, Leadership Development, Group Insurance, Employee Benefits, Customer Service, Visio, Training, Recruiting, Insurance, Management, Call Centers, Quality Assurance, Strategy, Customer Satisfaction, Business Process, Leadership, Microsoft Office, Coaching, Team Building, Continuous Improvement, Cross-functional Team...
Education
Bay Path College 2009 — 2012
Bachelor of Science (B.S.), Business Administration, 3.87
Shaoshan Chen Shaoshan Chen's Sun Life Financial Experience March 2014 - Present
Job Compensation Consultant at Sun Life Financial
Industry Hospital & Health Care
Experience
Sun Life Financial March 2014 - Present
Boston Children's Hospital, Harvard Medical School October 2009 - December 2012
New Zealand Post August 2004 - March 2006
Procter & Gamble September 1996 - June 2000
Skills
Market Research, Marketing Strategy, Project Management, Quantitative Research, Qualitative Research, Market Analysis, FMCG, Analysis, Research, Management
Education
Auckland University of Technology 2003 — 2005
Master of Business with Honors (First Class), Marketing/Marketing Management, General
Auckland University of Technology 2001 — 2002
Graduate Diploma (Bachelor equivalent), Business, Management, Marketing, and Related Support Services
Guangdong University of Foreign Studies 1993 — 1996
University Diploma, International Business, Trade, and Tax Law
Sun Life Financial March 2014 - Present
Boston Children's Hospital, Harvard Medical School October 2009 - December 2012
New Zealand Post August 2004 - March 2006
Procter & Gamble September 1996 - June 2000
Skills
Market Research, Marketing Strategy, Project Management, Quantitative Research, Qualitative Research, Market Analysis, FMCG, Analysis, Research, Management
Education
Auckland University of Technology 2003 — 2005
Master of Business with Honors (First Class), Marketing/Marketing Management, General
Auckland University of Technology 2001 — 2002
Graduate Diploma (Bachelor equivalent), Business, Management, Marketing, and Related Support Services
Guangdong University of Foreign Studies 1993 — 1996
University Diploma, International Business, Trade, and Tax Law
Danielle Lombardi's Sun Life Financial Experience August 2013 - Present
Job Senior Client Advocate at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial July 2011 - Present
Sun Life Financial September 2006 - July 2011
Skills
Account Management, Teamwork, Reliable, Problem Solving, Passion for Success, Client-focused, Relationship-building..., Customer Satisfaction, Customer Service, Insurance, Sales, Health Insurance, Disability Insurance, Leadership, Life Insurance, Employee Benefits, New Business Development, Brokers, Call Centers, Health Savings Accounts, Customer Retention, Underwriting, Selling, Relationship Management, Financial Services, CRM, Vendor Management, Mutual Funds, Term Life Insurance
Education
Bay Path University
Bachelor’s Degree, Business Management
Enfield High School
Enfield High School
Sun Life Financial August 2013 - Present
Sun Life Financial July 2011 - Present
Sun Life Financial September 2006 - July 2011
Skills
Account Management, Teamwork, Reliable, Problem Solving, Passion for Success, Client-focused, Relationship-building..., Customer Satisfaction, Customer Service, Insurance, Sales, Health Insurance, Disability Insurance, Leadership, Life Insurance, Employee Benefits, New Business Development, Brokers, Call Centers, Health Savings Accounts, Customer Retention, Underwriting, Selling, Relationship Management, Financial Services, CRM, Vendor Management, Mutual Funds, Term Life Insurance
Education
Bay Path University
Bachelor’s Degree, Business Management
Enfield High School
Enfield High School
Aruna Thapa's Sun Life Financial Experience January 2007 - July 2007
Job Entrepreneurial Product Manager (MBA, CSPO, CSM)
Industry Computer Software
Experience
McGraw-Hill Education March 2014 - Present
CustomMade Ventures November 2013 - February 2014
World Travel Holdings April 2013 - November 2013
Cengage Learning January 2008 - March 2013
Fidelity Investments August 2007 - January 2008
Sun Life Financial January 2007 - July 2007
Skills
Product Management, Agile Project Management, Vendor Management, User Experience, Product Lifecycle..., Product Development, UML, Proof of Concept Design, Certified Scrum Master..., Agile Methodologies, Scrum, Product Requirements, Enterprise Software, Strategy, E-commerce, Software Development, Competitive Analysis, SDLC, Cross-functional Team..., Business Requirements, Product Launch, Software Product..., Business Process, Program Management, Mobile Applications, Project Management, Software Project..., Quality Assurance, Product Marketing, Strategic Partnerships, Business Strategy, Analytics, Management, Software Documentation, Cloud Computing, Mobile Devices, Integration, Leadership, Process Improvement, Web Analytics, SaaS, Business Analysis, Business Development, Testing, User Interface Design, Analysis, Team Management, Market Research, MS Project, Training
Education
Augsburg College 2003 — 2006
Master of Business Administration (M.B.A.)
University of Saint Thomas 2001 — 2003
Master of Science (MS)
St. Cloud State University 1996 — 2001
BS
McGraw-Hill Education March 2014 - Present
CustomMade Ventures November 2013 - February 2014
World Travel Holdings April 2013 - November 2013
Cengage Learning January 2008 - March 2013
Fidelity Investments August 2007 - January 2008
Sun Life Financial January 2007 - July 2007
Skills
Product Management, Agile Project Management, Vendor Management, User Experience, Product Lifecycle..., Product Development, UML, Proof of Concept Design, Certified Scrum Master..., Agile Methodologies, Scrum, Product Requirements, Enterprise Software, Strategy, E-commerce, Software Development, Competitive Analysis, SDLC, Cross-functional Team..., Business Requirements, Product Launch, Software Product..., Business Process, Program Management, Mobile Applications, Project Management, Software Project..., Quality Assurance, Product Marketing, Strategic Partnerships, Business Strategy, Analytics, Management, Software Documentation, Cloud Computing, Mobile Devices, Integration, Leadership, Process Improvement, Web Analytics, SaaS, Business Analysis, Business Development, Testing, User Interface Design, Analysis, Team Management, Market Research, MS Project, Training
Education
Augsburg College 2003 — 2006
Master of Business Administration (M.B.A.)
University of Saint Thomas 2001 — 2003
Master of Science (MS)
St. Cloud State University 1996 — 2001
BS
Jason Yeung's Sun Life Financial Experience June 2015 - August 2015
Job Intern at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - August 2015
JZ Partners October 2014 - January 2015
Nuvosilver Inc. August 2014 - October 2014
Indurit Holdings July 2014 - August 2014
Guidepoint Global April 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Customer Service, Data Entry, Payroll, Quick, Finance, Teamwork, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance, General
City University of New York-Brooklyn College 2011 — 2013
Sun Life Financial June 2015 - August 2015
JZ Partners October 2014 - January 2015
Nuvosilver Inc. August 2014 - October 2014
Indurit Holdings July 2014 - August 2014
Guidepoint Global April 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Customer Service, Data Entry, Payroll, Quick, Finance, Teamwork, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance, General
City University of New York-Brooklyn College 2011 — 2013
James McClure's Sun Life Financial Experience 2011 - 2012
Job Real Estate Entrepreneur
Industry Real Estate
Experience
High Ledge Investment Group LLC November 2012 - Present
JBM Property Management Inc November 2012 - Present
Sun Life Financial 2011 - 2012
REIT Management & Research 2010 - 2011
Cushman & Wakefield 2007 - 2009
Skills
Real Estate, Investment Properties, Sellers, Property Management, Real Estate Development, Negotiation, Foreclosures, Investors, Real Estate Transactions, REO
Education
Babson College 2003 — 2007
Bachelor's degree, Finance, General
High Ledge Investment Group LLC November 2012 - Present
JBM Property Management Inc November 2012 - Present
Sun Life Financial 2011 - 2012
REIT Management & Research 2010 - 2011
Cushman & Wakefield 2007 - 2009
Skills
Real Estate, Investment Properties, Sellers, Property Management, Real Estate Development, Negotiation, Foreclosures, Investors, Real Estate Transactions, REO
Education
Babson College 2003 — 2007
Bachelor's degree, Finance, General
Maryellen Percuoco's Sun Life Financial Experience January 2005 - July 2009
Job Senior Paralegal at Delaware Life Insurance Company
Industry Insurance
Experience
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - Present
Sunlife Financial September 2009 - August 2013
Sun Life Financial January 2005 - July 2009
Percuoco Chiropractic Neurology Center, PC 1990 - 2005
The Entwistle Company October 1985 - December 1990
The Entwistle Company July 1982 - October 1985
The Entwistle Company April 1979 - July 1982
Skills
Employee Benefits, Visio, Insurance, Microsoft Word, Accounts Payable, Access, Lotus Notes, PowerPoint, Administrative..., Accounts Receivable, Human Resources, Administration, Outlook, PeopleSoft, Administrative..., Risk Management, Microsoft Office
Education
Becker College 1980 — 1982
As, Executive Secretarial
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - Present
Sunlife Financial September 2009 - August 2013
Sun Life Financial January 2005 - July 2009
Percuoco Chiropractic Neurology Center, PC 1990 - 2005
The Entwistle Company October 1985 - December 1990
The Entwistle Company July 1982 - October 1985
The Entwistle Company April 1979 - July 1982
Skills
Employee Benefits, Visio, Insurance, Microsoft Word, Accounts Payable, Access, Lotus Notes, PowerPoint, Administrative..., Accounts Receivable, Human Resources, Administration, Outlook, PeopleSoft, Administrative..., Risk Management, Microsoft Office
Education
Becker College 1980 — 1982
As, Executive Secretarial
Changlin (Forrest) Teng Changlin (Forrest) Teng's Sun Life Financial Experience September 2013 - Present
Job Selfdriven Business Analyst Troubleshooting Business Challenges with Strong IT/Business Acumen
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Cambridge Associates 2011 - 2013
China Fortune International Trust Company, Ltd 2009 - 2011
Oracle Center at University of California, San Diego May 2008 - August 2008
Agricultural Bank of China 2002 - 2007
Agricultural Bank of China 1999 - 2002
Skills
Business Analysis, Project Management, Systems Development..., Project Methodologies..., Business Intelligence, SQL, MicroStrategy Reporting, SQL Server, MS Project, Ms Visio, UML, Ms Office (Word, Excel,..., Business Process..., Data Mapping, Data Modeling, Data Analysis, Database, Sybase, Data Warehouse, Java, C++, C#, SAS, HTML, JavaScript
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Competitive Service Delivery
Peking University 1996 — 1999
M.S., Computer Science
Beijing Institute of Technology 1992 — 1996
B.E., Computer Science
Sun Life Financial September 2013 - Present
Cambridge Associates 2011 - 2013
China Fortune International Trust Company, Ltd 2009 - 2011
Oracle Center at University of California, San Diego May 2008 - August 2008
Agricultural Bank of China 2002 - 2007
Agricultural Bank of China 1999 - 2002
Skills
Business Analysis, Project Management, Systems Development..., Project Methodologies..., Business Intelligence, SQL, MicroStrategy Reporting, SQL Server, MS Project, Ms Visio, UML, Ms Office (Word, Excel,..., Business Process..., Data Mapping, Data Modeling, Data Analysis, Database, Sybase, Data Warehouse, Java, C++, C#, SAS, HTML, JavaScript
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Competitive Service Delivery
Peking University 1996 — 1999
M.S., Computer Science
Beijing Institute of Technology 1992 — 1996
B.E., Computer Science
Paul Higgins Paul Higgins's Sun Life Financial Experience March 1993 - June 2001
Job Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage April 2006 - Present
Travelers Life & Annuity 2004 - 2006
Sun Life Financial March 1993 - June 2001
Skills
Estate Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Retirement, Retirement Planning, Series 6
Education
Boston College 1984 — 1988
BS, Finance
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, One-Year MBA Program
Milton Academy 1978 — 1984
High School
College for Financial Planning
Certified Financial Planner (tm)
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Highland Capital Brokerage April 2006 - Present
Travelers Life & Annuity 2004 - 2006
Sun Life Financial March 1993 - June 2001
Skills
Estate Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Retirement, Retirement Planning, Series 6
Education
Boston College 1984 — 1988
BS, Finance
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, One-Year MBA Program
Milton Academy 1978 — 1984
High School
College for Financial Planning
Certified Financial Planner (tm)
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Cassandra Keilbar, PMP Cassandra Keilbar, PMP's Sun Life Financial Experience April 2015 - Present
Job Brighter Way Business Partner Enterprise Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial August 2013 - April 2015
Sun Life Financial October 2012 - August 2013
Sun Life Financial December 2010 - October 2012
Junior Achievement - Waterloo Region May 2011 - June 2011
Sun Life Financial April 2010 - January 2011
Manulife Financial October 2000 - April 2010
Skills
Software Project..., Offshore Project..., Business Systems..., Business Process..., Business Analysis, Release Management, Workflow Analysis, Resource Allocation, Resource Management, Training Workshops, Project Finance, Time Management, Insurance, Project Management, Management, Quality Assurance, Leadership, Project Planning, Business Requirements, SDLC, Requirements Gathering, PMP, Training, Vendor Management, Process Improvement
Education
Athabasca University 2006 — 2014
Bachelor of Management
Sun Life Financial April 2015 - Present
Sun Life Financial August 2013 - April 2015
Sun Life Financial October 2012 - August 2013
Sun Life Financial December 2010 - October 2012
Junior Achievement - Waterloo Region May 2011 - June 2011
Sun Life Financial April 2010 - January 2011
Manulife Financial October 2000 - April 2010
Skills
Software Project..., Offshore Project..., Business Systems..., Business Process..., Business Analysis, Release Management, Workflow Analysis, Resource Allocation, Resource Management, Training Workshops, Project Finance, Time Management, Insurance, Project Management, Management, Quality Assurance, Leadership, Project Planning, Business Requirements, SDLC, Requirements Gathering, PMP, Training, Vendor Management, Process Improvement
Education
Athabasca University 2006 — 2014
Bachelor of Management
Daneyal Anis Daneyal Anis's Sun Life Financial Experience April 2013 - Present
Job Director Client Solutions Business Project Management Office (BPMO) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial December 2010 - April 2013
Canadian Institute for Health Information May 2008 - December 2010
Deloitte June 2003 - May 2008
Skills
Vendor Management, SDLC, Project Management, Program Management, Integration, Business Analysis, PMO, Scrum, Outsourcing, RUP, Agile Methodologies, ITIL, Strategy, CRM, Software Development, Contract Negotiation, Enterprise Architecture, IT Management, PMP, Data Warehousing, Requirements Analysis, Agile, Change Management, Management, Contract Negotiations, Lean Six Sigma, SAS, Siebel, SAP ERP, Ariba
Education
Athabasca University 2012 — 2014
Graduate Diploma in Management (GDM), Project Management
Loyalist College 2009 — 2009
ITIL V3, IT Management
Carleton University 2008 — 2009
Sprott School of Business, Management Excellence
Project Management Institute 2007 — 2007
Project Management Professional (PMP)
University of Waterloo 1998 — 2003
BASc, Computer Engineering (Software Engineering)
Sun Life Financial April 2013 - Present
Sun Life Financial December 2010 - April 2013
Canadian Institute for Health Information May 2008 - December 2010
Deloitte June 2003 - May 2008
Skills
Vendor Management, SDLC, Project Management, Program Management, Integration, Business Analysis, PMO, Scrum, Outsourcing, RUP, Agile Methodologies, ITIL, Strategy, CRM, Software Development, Contract Negotiation, Enterprise Architecture, IT Management, PMP, Data Warehousing, Requirements Analysis, Agile, Change Management, Management, Contract Negotiations, Lean Six Sigma, SAS, Siebel, SAP ERP, Ariba
Education
Athabasca University 2012 — 2014
Graduate Diploma in Management (GDM), Project Management
Loyalist College 2009 — 2009
ITIL V3, IT Management
Carleton University 2008 — 2009
Sprott School of Business, Management Excellence
Project Management Institute 2007 — 2007
Project Management Professional (PMP)
University of Waterloo 1998 — 2003
BASc, Computer Engineering (Software Engineering)
Roy L Roy L's Sun Life Financial Experience September 2014 - Present
Job Financial Advisor at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial September 2014 - Present
CAPREIT March 2013 - April 2013
Pures College 2008 - 2009
Tsinghua Unisplendour Corporation Limited April 2005 - June 2007
Beijing ZoomFlight Telecommunication Company, Ltd May 1996 - March 2005
UNISYS (China) Company, Ltd April 1995 - April 1996
Skills
QuickBooks, Sage, Beijing Institute of..., Accountants, Billing Systems, VBA and Micros, Professional Services, MS Excel Pivot Tables, MS Office, Simply Accounting, Dbase, FoxPro, Microsoft Dynamics..., SAP FI/CO knowledge, Performance Metrics, Customer Support, End User Training, Software Documentation, Great Plains Software, Access, Accounting, Financial Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Deploma, Accounting, 3.6
Beijing Institute of Technology 1986 — 1990
Bachelor's degree, Computer in Automatic Control System
Sun Life Financial September 2014 - Present
CAPREIT March 2013 - April 2013
Pures College 2008 - 2009
Tsinghua Unisplendour Corporation Limited April 2005 - June 2007
Beijing ZoomFlight Telecommunication Company, Ltd May 1996 - March 2005
UNISYS (China) Company, Ltd April 1995 - April 1996
Skills
QuickBooks, Sage, Beijing Institute of..., Accountants, Billing Systems, VBA and Micros, Professional Services, MS Excel Pivot Tables, MS Office, Simply Accounting, Dbase, FoxPro, Microsoft Dynamics..., SAP FI/CO knowledge, Performance Metrics, Customer Support, End User Training, Software Documentation, Great Plains Software, Access, Accounting, Financial Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Deploma, Accounting, 3.6
Beijing Institute of Technology 1986 — 1990
Bachelor's degree, Computer in Automatic Control System
Daniel Shimhayiv Daniel Shimhayiv's Sun Life Financial Experience August 2014 - July 2015
Job Consultant, Rotational Leadership Development Program at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - July 2015
FXCM September 2013 - January 2014
Barristers Title Agency, LLC June 2012 - August 2013
TrendLend August 2011 - January 2013
Rapid Recording, LLC February 2008 - June 2012
Skills
Public Speaking, Start-ups, Entrepreneurship, Social Media, E-commerce, Social Media Marketing, Marketing Strategy, Business Strategy, Online Advertising, Online Marketing, Marketing, SEO, Strategy, Business Development, New Business Development, Digital Marketing, Social Networking, Strategic Planning, Product Development, Web Development, Product Management, Small Business, Strategic Partnerships, Team Leadership, Analytics, Market Analysis, Advertising, Microsoft Excel, Microsoft Office, Political Risk Analysis, Research, Financial Analysis, Financial Reporting, Microsoft Word
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Investments
Sun Life Financial August 2014 - July 2015
FXCM September 2013 - January 2014
Barristers Title Agency, LLC June 2012 - August 2013
TrendLend August 2011 - January 2013
Rapid Recording, LLC February 2008 - June 2012
Skills
Public Speaking, Start-ups, Entrepreneurship, Social Media, E-commerce, Social Media Marketing, Marketing Strategy, Business Strategy, Online Advertising, Online Marketing, Marketing, SEO, Strategy, Business Development, New Business Development, Digital Marketing, Social Networking, Strategic Planning, Product Development, Web Development, Product Management, Small Business, Strategic Partnerships, Team Leadership, Analytics, Market Analysis, Advertising, Microsoft Excel, Microsoft Office, Political Risk Analysis, Research, Financial Analysis, Financial Reporting, Microsoft Word
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Investments
Allan Margeson, MBA's Sun Life Financial Experience July 2013 - September 2014
Job Private Exchange Voluntary Benefit Senior Associate Mercer Marketplace
Industry Insurance
Experience
Mercer Health & Benefits September 2014 - Present
Sun Life Financial July 2013 - September 2014
Sunlife Financial June 2010 - July 2013
SUNLIFE FINANCIAL Employee Benefits Group (EBG), Windsor, CT January 2007 - June 2010
GENWORTH FINANCIAL SERVICES June 2006 - June 2007
GENWORTH FINANCIAL SERVICES – Employee Benefits Group June 2002 - June 2006
Skills
Underwriting, Employee Benefits, Insurance, Risk Management, Financial Analysis, Social Entrepreneurship, Social Innovation, Concept Development, Brokers, Health Insurance, Critical Illness, Term Life Insurance, Sales, Life Insurance, Reinsurance, Leadership, Disability Insurance, Customer Service, Management
Education
Bay Path University 2009 — 2012
Master of Business Administration (MBA), Entrepreneurial Thinking and Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2006
BS, Financial Management
Greenfield Community College 1993 — 1995
Associate of Arts (AA), Business Administration and Management
Mercer Health & Benefits September 2014 - Present
Sun Life Financial July 2013 - September 2014
Sunlife Financial June 2010 - July 2013
SUNLIFE FINANCIAL Employee Benefits Group (EBG), Windsor, CT January 2007 - June 2010
GENWORTH FINANCIAL SERVICES June 2006 - June 2007
GENWORTH FINANCIAL SERVICES – Employee Benefits Group June 2002 - June 2006
Skills
Underwriting, Employee Benefits, Insurance, Risk Management, Financial Analysis, Social Entrepreneurship, Social Innovation, Concept Development, Brokers, Health Insurance, Critical Illness, Term Life Insurance, Sales, Life Insurance, Reinsurance, Leadership, Disability Insurance, Customer Service, Management
Education
Bay Path University 2009 — 2012
Master of Business Administration (MBA), Entrepreneurial Thinking and Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2006
BS, Financial Management
Greenfield Community College 1993 — 1995
Associate of Arts (AA), Business Administration and Management
Beth Hassett Beth Hassett's Sun Life Financial Experience August 2013 - Present
Job Client Advocate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial May 1994 - Present
Sun Life Financial February 2002 - August 2013
GE Capital June 1999 - February 2002
Skills
Account Management, Sales, Salesforce.com, Insurance, Sales Process, Sales Management, Direct Sales, Relationship Management, CRM, Cold Calling, New Business Development, Sales Presentations, Customer Retention, Employee Benefits
Education
Becker College 1990 — 1991
Accounting
Suffifeld High School 1985 — 1989
High School
Sun Life Financial August 2013 - Present
Sun Life Financial May 1994 - Present
Sun Life Financial February 2002 - August 2013
GE Capital June 1999 - February 2002
Skills
Account Management, Sales, Salesforce.com, Insurance, Sales Process, Sales Management, Direct Sales, Relationship Management, CRM, Cold Calling, New Business Development, Sales Presentations, Customer Retention, Employee Benefits
Education
Becker College 1990 — 1991
Accounting
Suffifeld High School 1985 — 1989
High School
Abhinanda Bhattacharyya Abhinanda Bhattacharyya's Sun Life Financial Experience June 2012 - August 2012
Job Graduate Student in Computer Science at University of Southern California
Industry Computer Software
Experience
USC Office of Cultural Relations and University Events September 2015 - Present
St. Paul's School August 2013 - July 2015
Teach for India January 2013 - January 2013
Bard College 2012 - 2013
Bard College 2012 - 2013
Sun Life Financial June 2012 - August 2012
Barclays Capital January 2012 - January 2012
Thomson Reuters June 2011 - August 2011
Thomson Reuters June 2010 - July 2010
Skills
LaTeX, Processing, Final Cut Pro, Inkscape, InDesign, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits, Teamwork, Tutoring, Community Outreach, Journalism, Illustrator, Research, Teaching
Education
University of Pennsylvania 2013 — 2015
Master's degree, Education
Bard College 2009 — 2013
Bachelor's degree, Mathematics
Woodstock School, Mussoorie, India 2007 — 2009
University of Southern California 2015 — 2017
Master of Science (M.S.), Computer Science
USC Office of Cultural Relations and University Events September 2015 - Present
St. Paul's School August 2013 - July 2015
Teach for India January 2013 - January 2013
Bard College 2012 - 2013
Bard College 2012 - 2013
Sun Life Financial June 2012 - August 2012
Barclays Capital January 2012 - January 2012
Thomson Reuters June 2011 - August 2011
Thomson Reuters June 2010 - July 2010
Skills
LaTeX, Processing, Final Cut Pro, Inkscape, InDesign, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits, Teamwork, Tutoring, Community Outreach, Journalism, Illustrator, Research, Teaching
Education
University of Pennsylvania 2013 — 2015
Master's degree, Education
Bard College 2009 — 2013
Bachelor's degree, Mathematics
Woodstock School, Mussoorie, India 2007 — 2009
University of Southern California 2015 — 2017
Master of Science (M.S.), Computer Science
Patrick Martell Patrick Martell's Sun Life Financial Experience December 2008 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2008 - Present
Skills
Sales, Employee Benefits, Group Insurance, Insurance, Disability Insurance, Health Insurance, Reinsurance, Group Medical, Benefits Administration, Life Insurance, FMLA, Underwriting, Critical Illness, COBRA, Voluntary Employee..., Health Care Reform, Benefits Design, Non-profit Leadership, Non-profit Volunteer, Youth Programs
Education
Austin College 2005 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Sun Life Financial December 2008 - Present
Skills
Sales, Employee Benefits, Group Insurance, Insurance, Disability Insurance, Health Insurance, Reinsurance, Group Medical, Benefits Administration, Life Insurance, FMLA, Underwriting, Critical Illness, COBRA, Voluntary Employee..., Health Care Reform, Benefits Design, Non-profit Leadership, Non-profit Volunteer, Youth Programs
Education
Austin College 2005 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Brian Haselden's Sun Life Financial Experience February 2010 - July 2011
Job Regional Director at AIM Systems, Inc.
Industry Financial Services
Experience
AIM Systems, Inc. March 2014 - Present
Penn Mutual July 2013 - January 2014
The Hartford October 2011 - July 2013
Sun Life Financial February 2010 - July 2011
AIG American General Life Companies August 2006 - February 2010
Fidelity Investments January 2004 - August 2006
Hartford Life 2000 - 2003
Jackson National Life January 1996 - June 2000
Golden Rule Insurance 1985 - 1995
Golden Rule Insurance 1911 - 1979
Skills
Insurance, Financial Services, Retirement, Fixed Annuities, Employee Benefits, FINRA, Financial Planners, Strategic Financial..., Investments, Brokers, Series 6, Financial Advisory, Series 63, Mutual Funds, Sales, Life Insurance, Estate Planning, Wealth, Disability Insurance, Selling, Marketing, Long Term Care Insurance, Health Insurance, Series 7, Relationship Management, 401k, Term Life Insurance, Long-term Care, IRAs, Business Development, Financial Planning
Education
Ball State University 1978 — 1983
BS, Sales and Marketing - School Of Business
AIM Systems, Inc. March 2014 - Present
Penn Mutual July 2013 - January 2014
The Hartford October 2011 - July 2013
Sun Life Financial February 2010 - July 2011
AIG American General Life Companies August 2006 - February 2010
Fidelity Investments January 2004 - August 2006
Hartford Life 2000 - 2003
Jackson National Life January 1996 - June 2000
Golden Rule Insurance 1985 - 1995
Golden Rule Insurance 1911 - 1979
Skills
Insurance, Financial Services, Retirement, Fixed Annuities, Employee Benefits, FINRA, Financial Planners, Strategic Financial..., Investments, Brokers, Series 6, Financial Advisory, Series 63, Mutual Funds, Sales, Life Insurance, Estate Planning, Wealth, Disability Insurance, Selling, Marketing, Long Term Care Insurance, Health Insurance, Series 7, Relationship Management, 401k, Term Life Insurance, Long-term Care, IRAs, Business Development, Financial Planning
Education
Ball State University 1978 — 1983
BS, Sales and Marketing - School Of Business
Liette Gravelle's Sun Life Financial Experience November 2012 - January 2014
Job Graphic Designer/Marketing Coordinator at Knape & Vogt
Industry Marketing and Advertising
Experience
Knape & Vogt October 2014 - Present
Sun Life Global Investments January 2014 - October 2014
Sun Life Financial November 2012 - January 2014
BESSEY® Tools North America February 2008 - November 2012
Crawford & Company September 2007 - February 2008
Basics Office Products Ltd. November 1999 - September 2007
Skills
Adobe Creative Suite, Photography, Advertising, QuarkXPress, Marketing, Email Marketing, Graphic Design, Social Media, Freelance Graphics, Photoshop, Project Coordination, Brochures, Online Marketing, Brand Development, InDesign, Marketing Communications, Digital Marketing, Drupal
Education
Athabasca University 2011 — 2016
Currently in progress, Management - Marketing Major
Cambrian College 1994 — 1997
Diploma, Graphic Design
Laurentian University/Université Laurentienne 1992 — 1994
Psychology
Knape & Vogt October 2014 - Present
Sun Life Global Investments January 2014 - October 2014
Sun Life Financial November 2012 - January 2014
BESSEY® Tools North America February 2008 - November 2012
Crawford & Company September 2007 - February 2008
Basics Office Products Ltd. November 1999 - September 2007
Skills
Adobe Creative Suite, Photography, Advertising, QuarkXPress, Marketing, Email Marketing, Graphic Design, Social Media, Freelance Graphics, Photoshop, Project Coordination, Brochures, Online Marketing, Brand Development, InDesign, Marketing Communications, Digital Marketing, Drupal
Education
Athabasca University 2011 — 2016
Currently in progress, Management - Marketing Major
Cambrian College 1994 — 1997
Diploma, Graphic Design
Laurentian University/Université Laurentienne 1992 — 1994
Psychology
Malin Jones, CLU Malin Jones, CLU's Sun Life Financial Experience September 2000 - July 2011
Job Retired at Cherry Hills Village, CO
Industry Insurance
Experience
Cherry Hills Village, CO July 2013 - Present
The Hartford September 2011 - July 2013
MJones Insurance Consultant July 2011 - September 2011
Sun Life Financial September 2000 - July 2011
Skills
Charted Life Underwriter, Series 7; Series 63;..., Life Insurance, Financial Advisory, Financial Planners, Underwriting, Fixed Annuities, Insurance, Banking, Retirement Planning, Retirement, Series 6, Series 63, Mutual Funds, Disability Insurance, Long-term Care, Series 7
Education
Baylor University 1969 — 1970
Masters Degree, Health Administration (MHA)
Colorado State University
Bachelors of Science, Business Administration/Finance
The American College
CLU
Cherry Hills Village, CO July 2013 - Present
The Hartford September 2011 - July 2013
MJones Insurance Consultant July 2011 - September 2011
Sun Life Financial September 2000 - July 2011
Skills
Charted Life Underwriter, Series 7; Series 63;..., Life Insurance, Financial Advisory, Financial Planners, Underwriting, Fixed Annuities, Insurance, Banking, Retirement Planning, Retirement, Series 6, Series 63, Mutual Funds, Disability Insurance, Long-term Care, Series 7
Education
Baylor University 1969 — 1970
Masters Degree, Health Administration (MHA)
Colorado State University
Bachelors of Science, Business Administration/Finance
The American College
CLU
Alan Glen Alan Glen's Sun Life Financial Experience August 2014 - Present
Job Financial Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Investors Group November 2009 - August 2014
Pratt & Whitney Canada 1989 - April 2009
Skills
Strategic Financial..., Customer Service, Risk Management, Retirement Planning, Wealth Management, Insurance, Mutual Funds, Asset Managment, Strategic Planning, Estate Planning, Investments, Team Leadership, Management, Project Management, Financial Planning
Education
Baker University 2000 — 2001
MBA
Queen's University 1984 — 1989
B.Sc. Degree in Mechanical Engineering
Mackenzie High School 1980 — 1984
Sun Life Financial August 2014 - Present
Investors Group November 2009 - August 2014
Pratt & Whitney Canada 1989 - April 2009
Skills
Strategic Financial..., Customer Service, Risk Management, Retirement Planning, Wealth Management, Insurance, Mutual Funds, Asset Managment, Strategic Planning, Estate Planning, Investments, Team Leadership, Management, Project Management, Financial Planning
Education
Baker University 2000 — 2001
MBA
Queen's University 1984 — 1989
B.Sc. Degree in Mechanical Engineering
Mackenzie High School 1980 — 1984
Brian Trefry Brian Trefry's Sun Life Financial Experience July 2005 - August 2006
Job Shareholder
Industry Insurance
Experience
Fountain Parker Harbarger & Associates, LLC August 2006 - July 2014
Sun Life Financial July 2005 - August 2006
Putnam Investments October 2004 - June 2005
Skills
Liability, Finance, Umbrella Insurance, Process Improvement, Professional Liability, Underwriting, Financial Risk, Real Estate, Financial Services, Strategic Planning, Team Building, Customer Service, Disability Insurance, Manufacturing, Retail, Microsoft Word, Retirement Planning, Employee Benefits, Business Development, Construction, Building Relationships, Analysis, Commercial Insurance, Drinking Water, Employment Practices..., Account Management, Brokers, Business, Business Planning, Casualty, Claim, Commercial Lines, Commercial Real Estate, Excess, Executive Management, Fixed Annuities, General Insurance, Health Insurance, Leadership, Legal Liability, Life Insurance, Long-term Care, Management, Mergers & Acquisitions, Negotiation, New Business Development, Property, Property & Casualty..., Retirement, Sales
Education
Auburn University, College of Business 1998 — 2004
Finance, Bachelor of Science with a concentration in Finance.
Hoover High School 1994 — 1998
High School Diploma, Finance and Financial Management Services
Fountain Parker Harbarger & Associates, LLC August 2006 - July 2014
Sun Life Financial July 2005 - August 2006
Putnam Investments October 2004 - June 2005
Skills
Liability, Finance, Umbrella Insurance, Process Improvement, Professional Liability, Underwriting, Financial Risk, Real Estate, Financial Services, Strategic Planning, Team Building, Customer Service, Disability Insurance, Manufacturing, Retail, Microsoft Word, Retirement Planning, Employee Benefits, Business Development, Construction, Building Relationships, Analysis, Commercial Insurance, Drinking Water, Employment Practices..., Account Management, Brokers, Business, Business Planning, Casualty, Claim, Commercial Lines, Commercial Real Estate, Excess, Executive Management, Fixed Annuities, General Insurance, Health Insurance, Leadership, Legal Liability, Life Insurance, Long-term Care, Management, Mergers & Acquisitions, Negotiation, New Business Development, Property, Property & Casualty..., Retirement, Sales
Education
Auburn University, College of Business 1998 — 2004
Finance, Bachelor of Science with a concentration in Finance.
Hoover High School 1994 — 1998
High School Diploma, Finance and Financial Management Services
Jim O'Leary's Sun Life Financial Experience February 2004 - February 2005
Job Regional Director of Sales & Marketing at Guardian Life
Industry Insurance
Experience
Guardian Life March 2014 - Present
Unum June 2008 - March 2014
The Hartford February 2005 - June 2008
Sun Life Financial February 2004 - February 2005
Unum March 1985 - February 2005
New England Financial 1980 - 1985
Skills
Disability Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Long-term Care, Workers Compensation, Customer Service, Benefits Administration, Term Life Insurance, Team Building, Account Management, Life Insurance, Claim, Health Savings Accounts, Underwriting, Brokers, Training, Accident, Commercial Insurance, Critical Illness
Education
Babson College
MBA, Marketing
Boston College
B.A., Sociology
Catholic Memorial High School
College Prep
Guardian Life March 2014 - Present
Unum June 2008 - March 2014
The Hartford February 2005 - June 2008
Sun Life Financial February 2004 - February 2005
Unum March 1985 - February 2005
New England Financial 1980 - 1985
Skills
Disability Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Long-term Care, Workers Compensation, Customer Service, Benefits Administration, Term Life Insurance, Team Building, Account Management, Life Insurance, Claim, Health Savings Accounts, Underwriting, Brokers, Training, Accident, Commercial Insurance, Critical Illness
Education
Babson College
MBA, Marketing
Boston College
B.A., Sociology
Catholic Memorial High School
College Prep
Brian Jaffarian Brian Jaffarian's Sun Life Financial Experience June 1992 - May 1999
Job Marketing Consultant at Granite Hills Credit Union
Industry Marketing and Advertising
Experience
Granite Hills Credit Union October 1999 - Present
All the Buzz Marketing January 1999 - Present
Vermont Parent Information Center August 1999 - January 2008
Community Health Center of Burlington October 2002 - June 2004
Sun Life Financial June 1992 - May 1999
Groundwater Technology May 1987 - June 1992
Groundwater Technology May 1987 - May 1992
Skills
Public Relations, Social Media, Marketing, Newsletters, Press Releases, Marketing Strategy, Media Relations, Advertising, Event Planning, Event Management, Direct Mail, Market Research, Fundraising, Nonprofits, Online Advertising, Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1986
MBA, Marketing
Baker University 1978 — 1982
BA, Business Administation\Languages
Lee's Summit High School 1978 — 1978
Diploma
Granite Hills Credit Union October 1999 - Present
All the Buzz Marketing January 1999 - Present
Vermont Parent Information Center August 1999 - January 2008
Community Health Center of Burlington October 2002 - June 2004
Sun Life Financial June 1992 - May 1999
Groundwater Technology May 1987 - June 1992
Groundwater Technology May 1987 - May 1992
Skills
Public Relations, Social Media, Marketing, Newsletters, Press Releases, Marketing Strategy, Media Relations, Advertising, Event Planning, Event Management, Direct Mail, Market Research, Fundraising, Nonprofits, Online Advertising, Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1986
MBA, Marketing
Baker University 1978 — 1982
BA, Business Administation\Languages
Lee's Summit High School 1978 — 1978
Diploma
Monique Stone's Sun Life Financial Experience August 2012 - June 2013
Job Senior Enterprise Business Planning & Operations Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth August 2014 - Present
athenahealth August 2013 - July 2014
Sun Life Financial August 2012 - June 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Skills
Microsoft Office, Lotus Notes, MagicDraw, Access, Visio, Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Process Improvement, Financial Analysis, Customer Service, Outlook, Business Analysis, Data Analysis, Project Coordination
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Babson College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Quantitative Analysis, Computational and Mathematical Finance
Franklin High School 2002 — 2006
athenahealth August 2014 - Present
athenahealth August 2013 - July 2014
Sun Life Financial August 2012 - June 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Skills
Microsoft Office, Lotus Notes, MagicDraw, Access, Visio, Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Process Improvement, Financial Analysis, Customer Service, Outlook, Business Analysis, Data Analysis, Project Coordination
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Babson College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Quantitative Analysis, Computational and Mathematical Finance
Franklin High School 2002 — 2006
Guy Roberge Guy Roberge's Sun Life Financial Experience December 2012 - Present
Job Training Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2012 - Present
Disability RMS July 2002 - December 2012
Disability Consulting Group September 2000 - July 2002
Unum September 1999 - September 2000
First Unum September 1997 - September 1999
Skills
Long Term Disability, Short Term Disability, Group Life, Large Case Underwriting, Underwritng Quality..., Training, Reporting, Process Improvement
Education
Bates College
Bachelor of Arts, Psychology
Sun Life Financial December 2012 - Present
Disability RMS July 2002 - December 2012
Disability Consulting Group September 2000 - July 2002
Unum September 1999 - September 2000
First Unum September 1997 - September 1999
Skills
Long Term Disability, Short Term Disability, Group Life, Large Case Underwriting, Underwritng Quality..., Training, Reporting, Process Improvement
Education
Bates College
Bachelor of Arts, Psychology
Leston Welsh Leston Welsh's Sun Life Financial Experience May 2014 - May 2015
Job Vice President, Individual Disability Insurance Operations and Market Development at Unum
Industry Insurance
Experience
Unum June 2015 - Present
Sun Life Financial May 2014 - May 2015
Sun Life Financial February 2013 - May 2014
Sun Life Financial July 2010 - February 2013
Sun Life Financial August 2008 - July 2010
New York Life Insurance Company June 2001 - July 2008
PwC June 2000 - June 2001
Skills
Actuarial Science, Financial Reporting, Insurance
Education
Baruch College 1997 — 2000
Bachelors, Mathematics
Unum June 2015 - Present
Sun Life Financial May 2014 - May 2015
Sun Life Financial February 2013 - May 2014
Sun Life Financial July 2010 - February 2013
Sun Life Financial August 2008 - July 2010
New York Life Insurance Company June 2001 - July 2008
PwC June 2000 - June 2001
Skills
Actuarial Science, Financial Reporting, Insurance
Education
Baruch College 1997 — 2000
Bachelors, Mathematics
Abraham Binder Abraham Binder's Sun Life Financial Experience March 2012 - Present
Job Senior Business Continuity Analyst at Sun Life Financial
Industry Banking
Experience
Sun Life Financial March 2012 - Present
York University September 2010 - Present
Canadian Tire March 2010 - January 2012
TD BANK FINANCIAL GROUP January 2009 - April 2010
Mackenzie Financial September 2008 - January 2009
Manulife Financial November 2006 - September 2008
THE ROYAL BANK OF CANADA September 2002 - November 2006
Personal Service Centre June 2000 - September 2002
Personal Loans March 2000 - June 2000
Deposits & Investments December 1999 - June 2000
Skills
Disaster Recovery, Crisis Management, Teaching, Customer Service, Business Continuity, Business Continuity..., Software Documentation, Solution Architecture, Documentation, Budgets, Business Analysis, Change Management, Emergency Management, Exercise Design, Financial Risk, Governance, Government, Incident Management, Information Technology, Leadership, Management, Policy, Program Management, Project Planning, Risk Assessment, Risk Management, Security, System Administration, Team Leadership, Training, Training Delivery
Education
York University 2007 — 2011
Master of Arts, Disaster and Emergency Management
Bates College 1984 — 1986
Bachelor of Arts, History
York University - Schulich School of Business
Sun Life Financial March 2012 - Present
York University September 2010 - Present
Canadian Tire March 2010 - January 2012
TD BANK FINANCIAL GROUP January 2009 - April 2010
Mackenzie Financial September 2008 - January 2009
Manulife Financial November 2006 - September 2008
THE ROYAL BANK OF CANADA September 2002 - November 2006
Personal Service Centre June 2000 - September 2002
Personal Loans March 2000 - June 2000
Deposits & Investments December 1999 - June 2000
Skills
Disaster Recovery, Crisis Management, Teaching, Customer Service, Business Continuity, Business Continuity..., Software Documentation, Solution Architecture, Documentation, Budgets, Business Analysis, Change Management, Emergency Management, Exercise Design, Financial Risk, Governance, Government, Incident Management, Information Technology, Leadership, Management, Policy, Program Management, Project Planning, Risk Assessment, Risk Management, Security, System Administration, Team Leadership, Training, Training Delivery
Education
York University 2007 — 2011
Master of Arts, Disaster and Emergency Management
Bates College 1984 — 1986
Bachelor of Arts, History
York University - Schulich School of Business
Caroline Tan's Sun Life Financial Experience March 2013 - February 2015
Job Strategic Sourcing Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2013 - February 2015
Plexxus June 2010 - October 2011
Holcim October 2010 - April 2011
Direct Energy August 2010 - September 2010
Nutreco March 2009 - February 2010
ABN AMRO July 2007 - December 2007
Ariba March 2004 - July 2005
Yantian Foreign Language Primary School September 2002 - June 2003
Metrobank(Philcharter Insurance) June 2002 - September 2002
Yapster e-Conglomerate September 2001 - March 2002
Skills
E-commerce, CRM, Procurement, eSourcing, Business Process..., Sourcing, Strategy, Business Development, Project Management, Spend Analysis, Strategic Sourcing, Outsourcing, Vendor Management, Change Management, Business Strategy, New Business Development, Process Improvement, Global Sourcing, Supply Chain Management, Marketing, Training, Leadership, Analysis, Contract Management
Education
Audencia Nantes Ecole de Management 2005 — 2006
MBA, Business Management
University of Santo Tomas 1994 — 1998
BS, Psychology
Sun Life Financial March 2013 - February 2015
Plexxus June 2010 - October 2011
Holcim October 2010 - April 2011
Direct Energy August 2010 - September 2010
Nutreco March 2009 - February 2010
ABN AMRO July 2007 - December 2007
Ariba March 2004 - July 2005
Yantian Foreign Language Primary School September 2002 - June 2003
Metrobank(Philcharter Insurance) June 2002 - September 2002
Yapster e-Conglomerate September 2001 - March 2002
Skills
E-commerce, CRM, Procurement, eSourcing, Business Process..., Sourcing, Strategy, Business Development, Project Management, Spend Analysis, Strategic Sourcing, Outsourcing, Vendor Management, Change Management, Business Strategy, New Business Development, Process Improvement, Global Sourcing, Supply Chain Management, Marketing, Training, Leadership, Analysis, Contract Management
Education
Audencia Nantes Ecole de Management 2005 — 2006
MBA, Business Management
University of Santo Tomas 1994 — 1998
BS, Psychology
Dhananjay Venuri Dhananjay Venuri's Sun Life Financial Experience May 2014 - November 2014
Job Sr QA Analyst at Redi2 Technologies
Industry Information Technology and Services
Experience
Redi2 Technologies April 2015 - Present
eBay Inc November 2014 - March 2015
Sun Life Financial May 2014 - November 2014
Udemy December 2013 - April 2014
Constant Contact August 2013 - October 2013
TechTarget May 2012 - July 2013
TechTarget April 2012 - May 2013
Collaborative Consulting January 2010 - April 2012
InQuest Technologies December 2008 - December 2009
Amtex systems January 2003 - December 2008
Skills
Regression Testing, Quality Center, Quality Assurance, SDLC, Manual Testing, Web Applications, Testing, LoadRunner, Agile Methodologies, WinRunner, Software Project..., Automation, QTP, Test Automation, User Acceptance Testing, Test Planning, Web Services, Performance Testing, Selenium, Software Quality..., PL/SQL, HP QTP
Education
Bangalore University 1992 — 1996
Bachelor of Engineering (BE), Mechanical Engineering
DTEA and Srividya 1990 — 1992
Redi2 Technologies April 2015 - Present
eBay Inc November 2014 - March 2015
Sun Life Financial May 2014 - November 2014
Udemy December 2013 - April 2014
Constant Contact August 2013 - October 2013
TechTarget May 2012 - July 2013
TechTarget April 2012 - May 2013
Collaborative Consulting January 2010 - April 2012
InQuest Technologies December 2008 - December 2009
Amtex systems January 2003 - December 2008
Skills
Regression Testing, Quality Center, Quality Assurance, SDLC, Manual Testing, Web Applications, Testing, LoadRunner, Agile Methodologies, WinRunner, Software Project..., Automation, QTP, Test Automation, User Acceptance Testing, Test Planning, Web Services, Performance Testing, Selenium, Software Quality..., PL/SQL, HP QTP
Education
Bangalore University 1992 — 1996
Bachelor of Engineering (BE), Mechanical Engineering
DTEA and Srividya 1990 — 1992
Arthur Kalenjian, MSA CISA Arthur Kalenjian, MSA CISA's Sun Life Financial Experience March 2011 - May 2013
Job AVP Head of IT Audit at Global Atlantic Financial Group Limited
Industry Information Technology and Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
PTC May 2013 - May 2015
Sun Life Financial March 2011 - May 2013
PricewaterhouseCoopers September 2008 - March 2011
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, CISA, SAS70, Sarbanes-Oxley, Auditing, External Audit, Information Security, ERP, Access, IT Strategy, Insurance, Business Process, Enterprise Risk..., COBIT, Risk Management, Financial Analysis, Financial Reporting, Management
Education
Babson College 2008 — 2008
Masters, Accounting
Babson College 2005 — 2008
Bachelor, Business and Administration with concentration in accounting
Massachusetts Bay Community College
Associate, Computer Science
Global Atlantic Financial Group Limited May 2015 - Present
PTC May 2013 - May 2015
Sun Life Financial March 2011 - May 2013
PricewaterhouseCoopers September 2008 - March 2011
Skills
Sarbanes-Oxley Act, IT Audit, Internal Audit, Internal Controls, CISA, SAS70, Sarbanes-Oxley, Auditing, External Audit, Information Security, ERP, Access, IT Strategy, Insurance, Business Process, Enterprise Risk..., COBIT, Risk Management, Financial Analysis, Financial Reporting, Management
Education
Babson College 2008 — 2008
Masters, Accounting
Babson College 2005 — 2008
Bachelor, Business and Administration with concentration in accounting
Massachusetts Bay Community College
Associate, Computer Science
Alexandra Dumont Alexandra Dumont's Sun Life Financial Experience July 2014 - Present
Job
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
Standard Insurance Company January 2012 - July 2014
Sun Life Financial January 2006 - January 2012
Chubb Insurance September 2004 - January 2006
Chubb Insurance February 2003 - September 2004
Chubb Insurance January 2001 - February 2003
Hartford Life 1999 - 2001
CNA Financial January 1998 - June 1999
UNUM 1993 - 1997
Skills
Underwriting, Product Development, Vendor Management, Staff Development, Negotiation, Market Research, Product Strategy, Competitive Analysis, Product Management, Strategic Planning, Insurance, Group Life, Health Insurance, Disability Insurance, Employee Benefits, Project Management, Management, Leadership, CRM, Product Marketing, Account Management, Sales, Business Development, Risk Management, Brokers, Business Strategy, New Business Development, Critical Illness, Program Management, Executive Management
Education
Bates College 1989 — 1993
B.A.
Gould Academy
Winthrop HIgh School
Sun Life Financial July 2014 - Present
Standard Insurance Company January 2012 - July 2014
Sun Life Financial January 2006 - January 2012
Chubb Insurance September 2004 - January 2006
Chubb Insurance February 2003 - September 2004
Chubb Insurance January 2001 - February 2003
Hartford Life 1999 - 2001
CNA Financial January 1998 - June 1999
UNUM 1993 - 1997
Skills
Underwriting, Product Development, Vendor Management, Staff Development, Negotiation, Market Research, Product Strategy, Competitive Analysis, Product Management, Strategic Planning, Insurance, Group Life, Health Insurance, Disability Insurance, Employee Benefits, Project Management, Management, Leadership, CRM, Product Marketing, Account Management, Sales, Business Development, Risk Management, Brokers, Business Strategy, New Business Development, Critical Illness, Program Management, Executive Management
Education
Bates College 1989 — 1993
B.A.
Gould Academy
Winthrop HIgh School
Jake Keefer Jake Keefer's Sun Life Financial Experience July 2013 - June 2014
Job Expense Analyst at MSI
Industry Insurance
Experience
Mobility Services International (MSI) June 2014 - Present
Sun Life Financial July 2013 - June 2014
Liberty Mutual Insurance January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Windows, SystemOne, Claim Assignment Utility, Event Planning, Phone Etiquette, Teamwork, Data Analysis, Outlook, Analysis, Insurance
Education
University of Maine 2007 — 2012
Bachelor's degree, History Minor: Education
Griffith University 2010 — 2010
Electives, Core
Becker College 2006 — 2006
Mobility Services International (MSI) June 2014 - Present
Sun Life Financial July 2013 - June 2014
Liberty Mutual Insurance January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Windows, SystemOne, Claim Assignment Utility, Event Planning, Phone Etiquette, Teamwork, Data Analysis, Outlook, Analysis, Insurance
Education
University of Maine 2007 — 2012
Bachelor's degree, History Minor: Education
Griffith University 2010 — 2010
Electives, Core
Becker College 2006 — 2006
Melissa Wojciak Melissa Wojciak's Sun Life Financial Experience April 1993 - Present
Job Stop loss Medical Underwriting Sr. Manager
Industry Insurance
Experience
Sun Life Financial April 1993 - Present
Genworth Financial December 2003 - February 2006
GE Financial May 1997 - November 2003
Skills
Employee Benefits, Reinsurance, Business Process..., Claim
Education
Fitchburg State College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
Becker College 1985 — 1987
Associate's degree, Business Administration and Management, General
Sun Life Financial April 1993 - Present
Genworth Financial December 2003 - February 2006
GE Financial May 1997 - November 2003
Skills
Employee Benefits, Reinsurance, Business Process..., Claim
Education
Fitchburg State College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
Becker College 1985 — 1987
Associate's degree, Business Administration and Management, General
Yuliya Abramova Yuliya Abramova's Sun Life Financial Experience June 2012 - Present
Job Sold Case Implementation Consultant at Sun Life Financial
Industry Consumer Services
Experience
Sun Life Financial June 2012 - Present
Walgreens Co October 2010 - December 2011
Target February 2008 - September 2010
Dysart Unified School District December 2005 - August 2007
Moto-Services LLC May 2005 - June 2007
Skills
Customer Service, Inventory Management, Training, Outlook, PowerPoint, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Retail, Access, Data Analysis, Project Management
Education
Aurora University 2008 — 2011
Bachelor of Science, Mathematics
Glendale Community College 2005 — 2008
Associate in Arts of, Education
Sun Life Financial June 2012 - Present
Walgreens Co October 2010 - December 2011
Target February 2008 - September 2010
Dysart Unified School District December 2005 - August 2007
Moto-Services LLC May 2005 - June 2007
Skills
Customer Service, Inventory Management, Training, Outlook, PowerPoint, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Retail, Access, Data Analysis, Project Management
Education
Aurora University 2008 — 2011
Bachelor of Science, Mathematics
Glendale Community College 2005 — 2008
Associate in Arts of, Education
Ryan Herold's Sun Life Financial Experience June 2014 - August 2014
Job Head Financial Service Associate at Northfield Bank
Industry Banking
Experience
Northfield Bank April 2014 - Present
Sun Life Financial June 2014 - August 2014
New York Community Bank June 2011 - December 2013
Skills
Mathematics, Sports Analysis, Banking, Cash Management, Money Management, Customer Service, Teller Operations, Consumer Products, Daily Deposits, Withdrawals, Money Transfers, Closing Abilities
Education
City University of New York-Baruch College 2010 — 2015
Mathematics
Northfield Bank April 2014 - Present
Sun Life Financial June 2014 - August 2014
New York Community Bank June 2011 - December 2013
Skills
Mathematics, Sports Analysis, Banking, Cash Management, Money Management, Customer Service, Teller Operations, Consumer Products, Daily Deposits, Withdrawals, Money Transfers, Closing Abilities
Education
City University of New York-Baruch College 2010 — 2015
Mathematics
Rui Vieira, CPA, CGMA's Sun Life Financial Experience August 2014 - Present
Job Director, Global Investments Financial Analysis at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial 2010 - 2014
Sun Life Financial 2008 - 2010
NewStar Financial 2006 - 2007
Fidelity Investments-EBusiness Group 2005 - 2006
Ernst & Young LLP 1996 - 2004
Skills
Strategic Financial..., Finance, Financial Analysis, Investments, Accounting, Auditing, Portfolio Management, Financial Modeling, Corporate Finance, Variance Analysis, CPA, Risk Management, Essbase, Financial Accounting, Member of AICPA, Motivator, Team Leadership, Driving Results, Process Improvement, Performance Improvement, Performance Measurement, Finance Function..., Finance Function..., Customer Satisfaction, Presentation Skills, Organizational..., Credit Analysis, Banking, Asset Management, Financial Planning
Education
Boston University Questrom School of Business 2004 — 2006
MS/MBA, Finance, Information Systems
Babson College
BS, Accounting/MIS
Dartmouth High School
Sun Life Financial August 2014 - Present
Sun Life Financial 2010 - 2014
Sun Life Financial 2008 - 2010
NewStar Financial 2006 - 2007
Fidelity Investments-EBusiness Group 2005 - 2006
Ernst & Young LLP 1996 - 2004
Skills
Strategic Financial..., Finance, Financial Analysis, Investments, Accounting, Auditing, Portfolio Management, Financial Modeling, Corporate Finance, Variance Analysis, CPA, Risk Management, Essbase, Financial Accounting, Member of AICPA, Motivator, Team Leadership, Driving Results, Process Improvement, Performance Improvement, Performance Measurement, Finance Function..., Finance Function..., Customer Satisfaction, Presentation Skills, Organizational..., Credit Analysis, Banking, Asset Management, Financial Planning
Education
Boston University Questrom School of Business 2004 — 2006
MS/MBA, Finance, Information Systems
Babson College
BS, Accounting/MIS
Dartmouth High School
Debra Cormier's Sun Life Financial Experience Manager of EDUUnumJune 1999 - June 2010
Job Insurance Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Manager of EDUUnumJune 1999 - June 2010
Spencer Savings Bank November 1982 - June 1998
Skills
Insurance, Banking, Mortgage Lending, Finance, Financial Services, Financial Planning, Disability Insurance
Education
Babson College
Tantasqua Regional High School
Sun Life Financial Manager of EDUUnumJune 1999 - June 2010
Spencer Savings Bank November 1982 - June 1998
Skills
Insurance, Banking, Mortgage Lending, Finance, Financial Services, Financial Planning, Disability Insurance
Education
Babson College
Tantasqua Regional High School
Stephen Janowski, SCLA Stephen Janowski, SCLA's Sun Life Financial Experience February 2013 - Present
Job Stop Loss Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2013 - Present
Greater New York Insurance Companies 2012 - February 2013
Liberty Mutual Group March 2008 - June 2011
Liberty Mutual Group June 2006 - March 2008
ATC Associates October 2004 - May 2006
Skills
Insurance, Customer Service, Customer Relations, Property & Casualty..., Microsoft Office, Excel, Word, PowerPoint, Process Improvement, Problem Solving, Underwriting, Management, Microsoft Excel, Microsoft Word, Claim, Training, Customer Satisfaction
Education
American Educational Institute, Inc. 2009 — 2011
Senior Claim Law Associate, Claims
Worcester State University 1996 — 1999
Bachelor's Degree
Becker College 1993 — 1995
Associate's, Sports Managment
Sun Life Financial February 2013 - Present
Greater New York Insurance Companies 2012 - February 2013
Liberty Mutual Group March 2008 - June 2011
Liberty Mutual Group June 2006 - March 2008
ATC Associates October 2004 - May 2006
Skills
Insurance, Customer Service, Customer Relations, Property & Casualty..., Microsoft Office, Excel, Word, PowerPoint, Process Improvement, Problem Solving, Underwriting, Management, Microsoft Excel, Microsoft Word, Claim, Training, Customer Satisfaction
Education
American Educational Institute, Inc. 2009 — 2011
Senior Claim Law Associate, Claims
Worcester State University 1996 — 1999
Bachelor's Degree
Becker College 1993 — 1995
Associate's, Sports Managment
Amy Abbatomarco's Sun Life Financial Experience August 2000 - January 2003
Job Group Fitness Department Head Life Time Athletic
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company February 2015 - Present
The Adirondack Club May 2012 - February 2015
The Adirondack Club May 2012 - February 2015
VIM Fitness Spa and Salon January 2012 - March 2012
Town Sports International 2011 - March 2012
Town Sports International June 2011 - October 2011
Gold's Gym December 2000 - February 2011
Sun Life Financial August 2000 - January 2003
Electronic Data Systems February 1998 - August 2000
Skills
Training, Personal Training, Fitness Training, Fitness, Strength Training, Weight Training, Functional Training, Management, Wellness Coaching, Wellness, Sports Nutrition, Nutrition, Holistic Health, Nutritional Counseling, Pilates, Stretching, Operant Conditioning, Weight, Athletics, Cardio, Corporations, Endurance, Exercise Physiology, Lifestyle, Wellbeing, Yoga, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1997
Bachelor of Business Administration, Accounting
Baldwin-Wallace College 1992 — 1994
Music Performance
Life Time - The Healthy Way of Life Company February 2015 - Present
The Adirondack Club May 2012 - February 2015
The Adirondack Club May 2012 - February 2015
VIM Fitness Spa and Salon January 2012 - March 2012
Town Sports International 2011 - March 2012
Town Sports International June 2011 - October 2011
Gold's Gym December 2000 - February 2011
Sun Life Financial August 2000 - January 2003
Electronic Data Systems February 1998 - August 2000
Skills
Training, Personal Training, Fitness Training, Fitness, Strength Training, Weight Training, Functional Training, Management, Wellness Coaching, Wellness, Sports Nutrition, Nutrition, Holistic Health, Nutritional Counseling, Pilates, Stretching, Operant Conditioning, Weight, Athletics, Cardio, Corporations, Endurance, Exercise Physiology, Lifestyle, Wellbeing, Yoga, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1997
Bachelor of Business Administration, Accounting
Baldwin-Wallace College 1992 — 1994
Music Performance
Carlos Coloma Carlos Coloma's Sun Life Financial Experience August 2015 - Present
Job Small Business Sales Specialist
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial July 2012 - August 2015
Sovereign Bank July 2011 - July 2012
Graystone Solutions, Inc. March 2009 - July 2011
Bank of America June 2006 - December 2008
Skills
Excel, Microsoft Office, Accounting, Customer Relations, PowerPoint, Access, Multilingual, Multitasker, Reliability, Fiserv, Loans, Microsoft Excel, Customer Service, Account Management, Leadership, Stop Loss, Insurance, Mortgage Servicing, Customer Retention, Renewals, New Business Development, Portfolio Management
Education
Becker College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sun Life Financial August 2015 - Present
Sun Life Financial July 2012 - August 2015
Sovereign Bank July 2011 - July 2012
Graystone Solutions, Inc. March 2009 - July 2011
Bank of America June 2006 - December 2008
Skills
Excel, Microsoft Office, Accounting, Customer Relations, PowerPoint, Access, Multilingual, Multitasker, Reliability, Fiserv, Loans, Microsoft Excel, Customer Service, Account Management, Leadership, Stop Loss, Insurance, Mortgage Servicing, Customer Retention, Renewals, New Business Development, Portfolio Management
Education
Becker College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michelle McNaught Michelle McNaught's Sun Life Financial Experience 2000 - 2005
Job Director, IT Project Management
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC May 2005 - Present
Sun Life Financial 2000 - 2005
Mellon Financial 1998 - 2000
Enterprise Bank (Enterprise Bancorp) 1990 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Cloud Computing, Requirements Gathering, IT Strategy, Business Requirements, SaaS, Business Process, Process Improvement, Program Management, Project Management, Applications..., Business Systems..., Cross Functional Team..., Business Intelligence, Enterprise Architecture, SQL, Vendor Management, Enterprise Software, Management, Integration
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
University of Massachusetts at Lowell
BS, Information Systems, Magna Cum Laude
RSA, The Security Division of EMC May 2005 - Present
Sun Life Financial 2000 - 2005
Mellon Financial 1998 - 2000
Enterprise Bank (Enterprise Bancorp) 1990 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Cloud Computing, Requirements Gathering, IT Strategy, Business Requirements, SaaS, Business Process, Process Improvement, Program Management, Project Management, Applications..., Business Systems..., Cross Functional Team..., Business Intelligence, Enterprise Architecture, SQL, Vendor Management, Enterprise Software, Management, Integration
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
University of Massachusetts at Lowell
BS, Information Systems, Magna Cum Laude
Ying Guo Ying Guo's Sun Life Financial Experience June 2014 - Present
Job Business Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Duke University September 2013 - May 2014
Sun Life Financial June 2013 - August 2013
Sun Life Everbright Asset Management Company July 2012 - July 2012
ICSC June 2011 - August 2011
Skills
Mandarin, Stata, Risk Management, Translation, Data Analysis, Research, Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Photoshop, Teaching, Social Media, SAS Programming, R, SQL
Education
Duke University 2012 — 2014
Master of Arts (M.A.), Applied Financial Economics, 3.75/4.0
Beijing Foreign Studies University 2008 — 2012
Bachelor of Arts (B.A.), English/Finance, 3.7/4/0
Barnard College 2011 — 2011
Sun Life Financial June 2014 - Present
Duke University September 2013 - May 2014
Sun Life Financial June 2013 - August 2013
Sun Life Everbright Asset Management Company July 2012 - July 2012
ICSC June 2011 - August 2011
Skills
Mandarin, Stata, Risk Management, Translation, Data Analysis, Research, Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Photoshop, Teaching, Social Media, SAS Programming, R, SQL
Education
Duke University 2012 — 2014
Master of Arts (M.A.), Applied Financial Economics, 3.75/4.0
Beijing Foreign Studies University 2008 — 2012
Bachelor of Arts (B.A.), English/Finance, 3.7/4/0
Barnard College 2011 — 2011
Chase C. Dougherty Chase C. Dougherty's Sun Life Financial Experience 2008 - 2011
Job Sr. Vice President at GE Capital
Industry Financial Services
Experience
GE Capital - Corporate Finance September 2012 - Present
Sun Life Financial 2008 - 2011
GE Corporate Finance 2004 - 2008
Skills
Equipment Finance, Aircraft Finance, Enterprise Solution..., Account Management, New Business Development, Strategic Financial..., Sales Management, Investments, Management, Leadership, Financial Analysis, Business Development, Process Improvement, Consulting, Finance
Education
Auburn University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond
GE Capital - Corporate Finance September 2012 - Present
Sun Life Financial 2008 - 2011
GE Corporate Finance 2004 - 2008
Skills
Equipment Finance, Aircraft Finance, Enterprise Solution..., Account Management, New Business Development, Strategic Financial..., Sales Management, Investments, Management, Leadership, Financial Analysis, Business Development, Process Improvement, Consulting, Finance
Education
Auburn University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond
Lindsey Bush's Sun Life Financial Experience July 2008 - June 2009
Job Employee Benefits Account Executive at Gregory & Appel Insurance
Industry Insurance
Experience
Gregory & Appel Insurance May 2013 - Present
Gregory & Appel Insurance October 2012 - May 2013
Gregory & Appel Insurance June 2010 - October 2012
American United Life June 2009 - July 2010
Sun Life Financial July 2008 - June 2009
Skills
Account Management, Business Relationship..., Data Analysis, Presentations, Organizational..., Best Practices, Sales, Manage Client..., Follow-through Skills, Employee Benefits, Strategic Planning, Disability Insurance, Health Insurance, Human Resources, Customer Service
Education
Ball State University 2011 — 2013
Graduate Certificate of Health Economics, Policy and Administration
Ball State University 2004 — 2008
Bachelors, Nursing, Spanish, Human Development
Center Grove High School 2000 — 2004
Academic Honors, College Prep
Gregory & Appel Insurance May 2013 - Present
Gregory & Appel Insurance October 2012 - May 2013
Gregory & Appel Insurance June 2010 - October 2012
American United Life June 2009 - July 2010
Sun Life Financial July 2008 - June 2009
Skills
Account Management, Business Relationship..., Data Analysis, Presentations, Organizational..., Best Practices, Sales, Manage Client..., Follow-through Skills, Employee Benefits, Strategic Planning, Disability Insurance, Health Insurance, Human Resources, Customer Service
Education
Ball State University 2011 — 2013
Graduate Certificate of Health Economics, Policy and Administration
Ball State University 2004 — 2008
Bachelors, Nursing, Spanish, Human Development
Center Grove High School 2000 — 2004
Academic Honors, College Prep
Pamela Weymouth Pamela Weymouth's Sun Life Financial Experience 2000 - 2010
Job Annuity Tax Manager at Delaware Life
Industry Financial Services
Experience
Delaware Life May 2010 - Present
Sun Life Financial 2000 - 2010
Sun Life Financial 1998 - 2000
New England Financial 1994 - 1998
Skills
Fixed Annuities, Mutual Funds, Finance, Tax, Compliance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Services, Microsoft Word, Securities, Investments, Series 63, Customer Service, Strategic Financial..., Insurance, Risk Management, Corporate Tax, Coaching, Annuities, Access, Banking, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Retirement Planning, Mainframe, Series 6
Education
Bay State College 1990 — 1992
Finance, Business Administration and Management, General
Delaware Life May 2010 - Present
Sun Life Financial 2000 - 2010
Sun Life Financial 1998 - 2000
New England Financial 1994 - 1998
Skills
Fixed Annuities, Mutual Funds, Finance, Tax, Compliance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Services, Microsoft Word, Securities, Investments, Series 63, Customer Service, Strategic Financial..., Insurance, Risk Management, Corporate Tax, Coaching, Annuities, Access, Banking, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Retirement Planning, Mainframe, Series 6
Education
Bay State College 1990 — 1992
Finance, Business Administration and Management, General
Nicholas Keefe's Sun Life Financial Experience July 2008 - May 2011
Job Acquisitions Analyst at Red Stone Equity Partners, LLC
Industry Financial Services
Experience
Red Stone Equity Partners, LLC March 2015 - Present
GAIN Capital June 2011 - February 2015
Sun Life Financial July 2008 - May 2011
Skills
Series 3, Series 34, Canadian Securities..., Trading Systems, Finance, Investment Strategies, FX trading, Financial Modeling, FINRA, Investment Management, Equities, Trading, Relationship Management, FX Trading, Financial Services, Portfolio Management
Education
Bates College 2003 — 2008
BA, Economics
Milton Academy
Red Stone Equity Partners, LLC March 2015 - Present
GAIN Capital June 2011 - February 2015
Sun Life Financial July 2008 - May 2011
Skills
Series 3, Series 34, Canadian Securities..., Trading Systems, Finance, Investment Strategies, FX trading, Financial Modeling, FINRA, Investment Management, Equities, Trading, Relationship Management, FX Trading, Financial Services, Portfolio Management
Education
Bates College 2003 — 2008
BA, Economics
Milton Academy
David Aronson's Sun Life Financial Experience 1980 - 1982
Job Director, Marketing and Corporate Communication
Industry Insurance
Experience
MIB Group, Inc. 2002 - Present
Virtual, Inc. 2001 - 2002
Northeast Human Resources Association 2000 - 2001
Depositors Insurance Fund (DIF) 1998 - 2000
Aronson Hayward Studios 1983 - 1996
Sun Life Financial 1980 - 1982
Skills
Product Marketing, Product Management, Marketing Communications, Corporate Branding, Life Insurance, Health Insurance, Advertising, Public Relations, Video Production, Corporate Communications, Email Marketing, Online Advertising, Strategy
Education
Babson College 1996 — 1999
MBA, Marketing & Finance, Cum Laude Graduate
Boston University 1974 — 1978
BA, Communications
MIB Group, Inc. 2002 - Present
Virtual, Inc. 2001 - 2002
Northeast Human Resources Association 2000 - 2001
Depositors Insurance Fund (DIF) 1998 - 2000
Aronson Hayward Studios 1983 - 1996
Sun Life Financial 1980 - 1982
Skills
Product Marketing, Product Management, Marketing Communications, Corporate Branding, Life Insurance, Health Insurance, Advertising, Public Relations, Video Production, Corporate Communications, Email Marketing, Online Advertising, Strategy
Education
Babson College 1996 — 1999
MBA, Marketing & Finance, Cum Laude Graduate
Boston University 1974 — 1978
BA, Communications
Dan Zaretsky's Sun Life Financial Experience 2002 - 2004
Job Vice President, Distribution Marketing at ION Media Networks
Industry Broadcast Media
Experience
ION Media Networks September 2014 - Present
Playboy Plus Entertainment February 2013 - August 2014
Playboy Plus Entertainment May 2010 - January 2013
Playboy TV May 2006 - April 2010
Cox Radio December 2004 - May 2006
Sun Life Financial 2002 - 2004
Skills
Marketing, Sales, Television, Digital Media, Networking, Strategic Partnerships, Digital Marketing, New Media, Social Media Marketing, Marketing Strategy, Integrated Marketing, Digital Strategy, Advertising, Media Planning, Broadcast, Management, Entertainment, Sponsorship
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
MBA Candidate, Marketing
University at Albany, SUNY 1998 — 2002
BA, Political Science
ION Media Networks September 2014 - Present
Playboy Plus Entertainment February 2013 - August 2014
Playboy Plus Entertainment May 2010 - January 2013
Playboy TV May 2006 - April 2010
Cox Radio December 2004 - May 2006
Sun Life Financial 2002 - 2004
Skills
Marketing, Sales, Television, Digital Media, Networking, Strategic Partnerships, Digital Marketing, New Media, Social Media Marketing, Marketing Strategy, Integrated Marketing, Digital Strategy, Advertising, Media Planning, Broadcast, Management, Entertainment, Sponsorship
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
MBA Candidate, Marketing
University at Albany, SUNY 1998 — 2002
BA, Political Science
Andrea Kircher (Sun Life)'s Sun Life Financial Experience June 2007 - Present
Job Account Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Genworth Financial July 2006 - June 2007
Health Benefits Professionals August 2001 - July 2006
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Critical Illness, Life Insurance, Term Life Insurance, Long-term Care, Dentistry, Health Savings Accounts, Account Management, Underwriting, Retirement, Accident, New Business Development, Risk Management, Claim, Process Improvement, Customer Service, Strategic Planning
Education
Baker University
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Sun Life Financial June 2007 - Present
Genworth Financial July 2006 - June 2007
Health Benefits Professionals August 2001 - July 2006
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Critical Illness, Life Insurance, Term Life Insurance, Long-term Care, Dentistry, Health Savings Accounts, Account Management, Underwriting, Retirement, Accident, New Business Development, Risk Management, Claim, Process Improvement, Customer Service, Strategic Planning
Education
Baker University
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Ashlee Jabbour's Sun Life Financial Experience September 2008 - January 2009
Job Customer Experience Strategist at Oracle
Industry Computer Software
Experience
Oracle August 2015 - Present
Philips April 2014 - August 2015
Walker April 2013 - March 2014
MFS Investment Management March 2009 - April 2013
Sun Life Financial September 2008 - January 2009
NBC January 2008 - May 2008
WBRY 1640 AM January 2006 - May 2008
Barry Buccaneer January 2005 - May 2008
CBS News February 2007 - August 2007
Skills
Editing, Photoshop, PowerPoint, Microsoft Excel, Dreamweaver, Access, Camera, Adobe Audition, Licensing, Edius, Avid Xpress, FINRA, New Media, Radio, Broadcast, Video Editing, Final Cut Pro, Journalism, Social Media, Multimedia, Sales, Management, Writing, Public Speaking, Social Networking, Customer Service, Public Relations, Social Media Marketing
Education
Barry University 2004 — 2008
Bachelors of Arts Summa Cum Laude, Broadcast Journalism/Professional Writing
Boston Latin Academy Boston, MA
High School Diploma
Oracle August 2015 - Present
Philips April 2014 - August 2015
Walker April 2013 - March 2014
MFS Investment Management March 2009 - April 2013
Sun Life Financial September 2008 - January 2009
NBC January 2008 - May 2008
WBRY 1640 AM January 2006 - May 2008
Barry Buccaneer January 2005 - May 2008
CBS News February 2007 - August 2007
Skills
Editing, Photoshop, PowerPoint, Microsoft Excel, Dreamweaver, Access, Camera, Adobe Audition, Licensing, Edius, Avid Xpress, FINRA, New Media, Radio, Broadcast, Video Editing, Final Cut Pro, Journalism, Social Media, Multimedia, Sales, Management, Writing, Public Speaking, Social Networking, Customer Service, Public Relations, Social Media Marketing
Education
Barry University 2004 — 2008
Bachelors of Arts Summa Cum Laude, Broadcast Journalism/Professional Writing
Boston Latin Academy Boston, MA
High School Diploma
David A. Villanueva's Sun Life Financial Experience April 2013 - Present
Job Small Business Sales Support at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2013 - Present
Unidine Corporation August 2010 - March 2013
Bertucci's September 2010 - September 2011
Skills
Restaurants, Food, Food & Beverage, Food Runner/Delivery..., Hospitality, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, Operations Management, PowerPoint, Purchasing, Financial Services, Accounts Payable, Accounts Receivable, Bookkeeping, Customer Oriented, Group Insurance, Teamwork, Team-oriented, Work in A Fast Paced..., Social Networking, Learning Quickly, Cash Handling Experience, Highly detail oriented, Accurate Data Entry, Accurate Record Keeping, Respect, Listening to customers, Quote Preparation, Hands-on Learning, Spanish, English, Inventory Control, Highly responsible, Goal Oriented, Deadline Oriented, High Performer, Catering, Customer Service, Management, Insurance, Sales, Employee Benefits, Analysis, Leadership
Education
Boston University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Bay State College 2011 — 2014
Associate of Applied Science in Business Administration, Business Administration and Management, General
Chelsea high school 2007 — 2010
High School Diploma
Sun Life Financial April 2013 - Present
Unidine Corporation August 2010 - March 2013
Bertucci's September 2010 - September 2011
Skills
Restaurants, Food, Food & Beverage, Food Runner/Delivery..., Hospitality, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, Operations Management, PowerPoint, Purchasing, Financial Services, Accounts Payable, Accounts Receivable, Bookkeeping, Customer Oriented, Group Insurance, Teamwork, Team-oriented, Work in A Fast Paced..., Social Networking, Learning Quickly, Cash Handling Experience, Highly detail oriented, Accurate Data Entry, Accurate Record Keeping, Respect, Listening to customers, Quote Preparation, Hands-on Learning, Spanish, English, Inventory Control, Highly responsible, Goal Oriented, Deadline Oriented, High Performer, Catering, Customer Service, Management, Insurance, Sales, Employee Benefits, Analysis, Leadership
Education
Boston University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Bay State College 2011 — 2014
Associate of Applied Science in Business Administration, Business Administration and Management, General
Chelsea high school 2007 — 2010
High School Diploma
Jeff Bertram's Sun Life Financial Experience October 1979 - October 2007
Job RETIRED at RETIRED
Industry Insurance
Experience
RETIRED May 2015 - Present
Medical Risk Managers February 2010 - April 2014
Majestic Underwriters, LLC December 2007 - February 2010
Sun Life Financial October 1979 - October 2007
Indianapolis Public Schools September 1973 - October 1979
Education
Ball State University 1973 — 1975
MS, Education
Indiana State University 1969 — 1973
BS, Education
Howe High School 1965 — 1969
Bachelor of Science (BS), College Prep
RETIRED May 2015 - Present
Medical Risk Managers February 2010 - April 2014
Majestic Underwriters, LLC December 2007 - February 2010
Sun Life Financial October 1979 - October 2007
Indianapolis Public Schools September 1973 - October 1979
Education
Ball State University 1973 — 1975
MS, Education
Indiana State University 1969 — 1973
BS, Education
Howe High School 1965 — 1969
Bachelor of Science (BS), College Prep
Cindy Johnston - Paxton Cindy Johnston - Paxton's Sun Life Financial Experience January 2008 - December 2013
Job Manager, Professional Relations at LIBERTY Dental Plan
Industry Hospital & Health Care
Experience
LIBERTY Dental Plan July 2014 - Present
Sun Life Financial January 2008 - December 2013
Aetna July 1994 - September 2001
CDHP/PacifiCare Dental 1991 - 1994
Skills
Healthcare Management, Public Health, Teaching, Strategic Planning, Health, Healthcare, Clinical, Hospitals, Dentistry, Managed Care, Management, Provider Relations, Health Insurance, Clinical Research, Health Policy, Medicare, Insurance
Education
University of Michigan 1985 — 1987
MHSA, Health Care Management and Policy; Managed Care Organizations
University of Michigan 1983 — 1985
School of Dentistry
Augustana College 1979 — 1983
BA, Biology, Pre-Dentistry
Marshall High School
Diploma, College Preparatory
LIBERTY Dental Plan July 2014 - Present
Sun Life Financial January 2008 - December 2013
Aetna July 1994 - September 2001
CDHP/PacifiCare Dental 1991 - 1994
Skills
Healthcare Management, Public Health, Teaching, Strategic Planning, Health, Healthcare, Clinical, Hospitals, Dentistry, Managed Care, Management, Provider Relations, Health Insurance, Clinical Research, Health Policy, Medicare, Insurance
Education
University of Michigan 1985 — 1987
MHSA, Health Care Management and Policy; Managed Care Organizations
University of Michigan 1983 — 1985
School of Dentistry
Augustana College 1979 — 1983
BA, Biology, Pre-Dentistry
Marshall High School
Diploma, College Preparatory
Lee Revels Lee Revels's Sun Life Financial Experience 2003 - 2005
Job Regional Vice President @ Symetra
Industry Financial Services
Experience
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
William Weimer, CFA's Sun Life Financial Experience December 2006 - February 2013
Job VP, Global Product Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
Stephen Coan's Sun Life Financial Experience 1992 - 1996
Job Trade Marketing Manager FootJoy
Industry Sporting Goods
Experience
The Acushnet Company - FootJoy August 2011 - Present
Endicott College April 2010 - August 2011
MS2 Consulting August 2008 - August 2011
Babson College - Franklin W. Olin Graduate School of Business 2006 - May 2008
Sea & Shore Contracting April 2005 - January 2006
Acushnet Company 1996 - 2005
Sun Life Financial 1992 - 1996
Skills
Marketing Strategy, Microsoft Office, Strategic Planning, Business Development, Social Media, Event Management, Marketing, Negotiation, Customer Service, Management Consulting, Marketing Communications, Product Management, Entrepreneurship, Account Management, Sales Management, Advertising, Sales Operations, Product Marketing, Management, Contract Negotiation, Market Research, Leadership, Microsoft Excel, Strategy, Business Strategy, Business Planning, Brand Management, Selling, New Business Development, Public Speaking, Social Media Marketing, Sales, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
Colby College 1986 — 1990
B.A., Psychology
St. John's Prep 1982 — 1986
The Acushnet Company - FootJoy August 2011 - Present
Endicott College April 2010 - August 2011
MS2 Consulting August 2008 - August 2011
Babson College - Franklin W. Olin Graduate School of Business 2006 - May 2008
Sea & Shore Contracting April 2005 - January 2006
Acushnet Company 1996 - 2005
Sun Life Financial 1992 - 1996
Skills
Marketing Strategy, Microsoft Office, Strategic Planning, Business Development, Social Media, Event Management, Marketing, Negotiation, Customer Service, Management Consulting, Marketing Communications, Product Management, Entrepreneurship, Account Management, Sales Management, Advertising, Sales Operations, Product Marketing, Management, Contract Negotiation, Market Research, Leadership, Microsoft Excel, Strategy, Business Strategy, Business Planning, Brand Management, Selling, New Business Development, Public Speaking, Social Media Marketing, Sales, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
Colby College 1986 — 1990
B.A., Psychology
St. John's Prep 1982 — 1986
Charlie Sanford's Sun Life Financial Experience January 2000 - May 2002
Job Director Program Administration, National Security and Space Programs
Industry Defense & Space
Experience
Draper Laboratory January 2014 - Present
Draper Laboratory November 2009 - January 2014
Aviva USA January 2008 - May 2009
Aviva Life Insurance Company January 2003 - January 2008
Aviva Life Insurance Company May 2002 - January 2003
Sun Life Financial January 2000 - May 2002
Keyport Life Insurance Company July 1998 - January 2000
Skills
Relationship Management, Strategic Planning, Project Management, Change Management, Call Center, Integration, Cost Management, Management Development, Insurance, Structured Settlements, Risk Management, Vendor Management
Education
Bates College 1984 — 1988
BS, History
Draper Laboratory January 2014 - Present
Draper Laboratory November 2009 - January 2014
Aviva USA January 2008 - May 2009
Aviva Life Insurance Company January 2003 - January 2008
Aviva Life Insurance Company May 2002 - January 2003
Sun Life Financial January 2000 - May 2002
Keyport Life Insurance Company July 1998 - January 2000
Skills
Relationship Management, Strategic Planning, Project Management, Change Management, Call Center, Integration, Cost Management, Management Development, Insurance, Structured Settlements, Risk Management, Vendor Management
Education
Bates College 1984 — 1988
BS, History
Amy Seitz's Sun Life Financial Experience June 2001 - September 2004
Job Product Manager, CRM Systems at IDC
Industry Information Technology and Services
Experience
IDC January 2009 - Present
IDC October 2005 - January 2009
TJX Companies September 2004 - October 2005
Sun Life Financial June 2001 - September 2004
Skills
Business Analysis, Product Management, Project Management, CRM, Analytics, Segmentation, Competitive Analysis, Requirements Gathering, Market Research, Competitive Intelligence, SDLC, Analysis, Salesforce.com, Business Process, Process Improvement, Team Leadership, Management, Market Intelligence, Email Marketing, Product Development, Market Analysis, Go-to-market Strategy, Product Marketing, Strategy, Business Intelligence, Demand Generation, Marketing Research, SaaS, Cross-functional Team..., Strategic Partnerships, Marketing, Sales Enablement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2006
MBA, General
Bentley University 2000 — 2001
Certificate in Internet Systems Management, Application Development
University of New Hampshire 1994 — 1998
BA, Sociology and Education
IDC January 2009 - Present
IDC October 2005 - January 2009
TJX Companies September 2004 - October 2005
Sun Life Financial June 2001 - September 2004
Skills
Business Analysis, Product Management, Project Management, CRM, Analytics, Segmentation, Competitive Analysis, Requirements Gathering, Market Research, Competitive Intelligence, SDLC, Analysis, Salesforce.com, Business Process, Process Improvement, Team Leadership, Management, Market Intelligence, Email Marketing, Product Development, Market Analysis, Go-to-market Strategy, Product Marketing, Strategy, Business Intelligence, Demand Generation, Marketing Research, SaaS, Cross-functional Team..., Strategic Partnerships, Marketing, Sales Enablement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2006
MBA, General
Bentley University 2000 — 2001
Certificate in Internet Systems Management, Application Development
University of New Hampshire 1994 — 1998
BA, Sociology and Education
Lynn Grandmaison's Sun Life Financial Experience January 2005 - December 2006
Job Financial Services Operations and Customer Service Management
Industry Financial Services
Experience
Liberty Mutual Insurance August 2012 - Present
Galley Hatch Enterprises 2011 - August 2012
Various Companies 2007 - 2010
Sun Life Financial January 2005 - December 2006
Sun Life Financial January 2000 - January 2005
Sun Life Financial January 1996 - December 1999
StonehamBank 1993 - 1996
CUMEX Corp. 1992 - 1993
Education
Babson College
M.B.A., F.W. Olin Graduate School of Business
Syracuse University
B.S., S.I. Newhouse School of Public Communications
Liberty Mutual Insurance August 2012 - Present
Galley Hatch Enterprises 2011 - August 2012
Various Companies 2007 - 2010
Sun Life Financial January 2005 - December 2006
Sun Life Financial January 2000 - January 2005
Sun Life Financial January 1996 - December 1999
StonehamBank 1993 - 1996
CUMEX Corp. 1992 - 1993
Education
Babson College
M.B.A., F.W. Olin Graduate School of Business
Syracuse University
B.S., S.I. Newhouse School of Public Communications
Linda Cho's Sun Life Financial Experience August 2004 - July 2006
Job Marketing/Communications Account Manager at Mercer
Industry Marketing and Advertising
Experience
Mercer July 2014 - Present
Mercer June 2012 - July 2014
Mercer January 2011 - June 2012
athenahealth January 2009 - October 2010
athenahealth May 2007 - January 2009
athenahealth August 2006 - May 2007
Sun Life Financial August 2004 - July 2006
Investors Bank & Trust November 2003 - August 2004
Skills
Healthcare, Finance, Marketing, Process Improvement, Data Analysis, Financial Analysis, Visio, Outlook, Project Management, Microsoft Excel, Market Research, PowerPoint, Access, Business Analysis, Analysis, Customer Service, HTML, Microsoft Office, Microsoft Word, SQL, Infomaker, Adobe Professional, CMS, Marketo, ActiveCollab, Adobe InCopy, Analytics, Account Management, Marketing Strategy, Email Marketing, Social Media
Education
Babson College 2005 — 2008
MBA, Marketing
Brandeis University 1999 — 2003
BA, Economics
Mercer July 2014 - Present
Mercer June 2012 - July 2014
Mercer January 2011 - June 2012
athenahealth January 2009 - October 2010
athenahealth May 2007 - January 2009
athenahealth August 2006 - May 2007
Sun Life Financial August 2004 - July 2006
Investors Bank & Trust November 2003 - August 2004
Skills
Healthcare, Finance, Marketing, Process Improvement, Data Analysis, Financial Analysis, Visio, Outlook, Project Management, Microsoft Excel, Market Research, PowerPoint, Access, Business Analysis, Analysis, Customer Service, HTML, Microsoft Office, Microsoft Word, SQL, Infomaker, Adobe Professional, CMS, Marketo, ActiveCollab, Adobe InCopy, Analytics, Account Management, Marketing Strategy, Email Marketing, Social Media
Education
Babson College 2005 — 2008
MBA, Marketing
Brandeis University 1999 — 2003
BA, Economics
Laurie Sandstrom's Sun Life Financial Experience July 1993 - January 2001
Job Accounting Manager at Zwicker & Associates, P.C.
Industry Computer Software
Experience
Zwicker & Associates, P.C. August 2013 - Present
ConnectEdu April 2011 - August 2013
Cartera Commerce, Inc February 2011 - April 2011
Kofax September 2009 - February 2011
170 Systems Inc June 2006 - January 2010
Welch's 2002 - 2006
US Filter January 2001 - February 2002
Sun Life Financial July 1993 - January 2001
Education
Bentley University 2002 — 2006
Becker College 1991 — 1993
Zwicker & Associates, P.C. August 2013 - Present
ConnectEdu April 2011 - August 2013
Cartera Commerce, Inc February 2011 - April 2011
Kofax September 2009 - February 2011
170 Systems Inc June 2006 - January 2010
Welch's 2002 - 2006
US Filter January 2001 - February 2002
Sun Life Financial July 1993 - January 2001
Education
Bentley University 2002 — 2006
Becker College 1991 — 1993
Greg Hein's Sun Life Financial Experience October 2012 - Present
Job Capital Management Sr. Financial Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial December 2010 - October 2012
Sun Life Financial April 2007 - December 2010
Investors Bank & Trust December 2005 - April 2007
Investors Bank & Trust July 2004 - December 2005
Skills
Financial Reporting, Financial Modeling, Accounting, Group Presentations, Financial Analysis, Internal Controls, Mutual Funds, Insurance, Global Custody, KPI, Expense Management, Budgeting, Budget Management, Expense Allocations, Process Improvement, Project Execution, Microsoft Office, Internal Audit, Mutual Fund Accounting, Analytics, Account Reconciliation, Sarbanes-Oxley, Organizational..., Efficiency Improvement, Banking, Investment Accounting, Oracle Discoverer, Hyperion Essbase, Business Process..., Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Bryant University 2000 — 2004
BSBA, Finance
Sun Life Financial October 2012 - Present
Sun Life Financial December 2010 - October 2012
Sun Life Financial April 2007 - December 2010
Investors Bank & Trust December 2005 - April 2007
Investors Bank & Trust July 2004 - December 2005
Skills
Financial Reporting, Financial Modeling, Accounting, Group Presentations, Financial Analysis, Internal Controls, Mutual Funds, Insurance, Global Custody, KPI, Expense Management, Budgeting, Budget Management, Expense Allocations, Process Improvement, Project Execution, Microsoft Office, Internal Audit, Mutual Fund Accounting, Analytics, Account Reconciliation, Sarbanes-Oxley, Organizational..., Efficiency Improvement, Banking, Investment Accounting, Oracle Discoverer, Hyperion Essbase, Business Process..., Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Bryant University 2000 — 2004
BSBA, Finance
Stephanie R. Leighton, CFA's Sun Life Financial Experience June 1986 - June 1990
Job Partner and Portfolio Manager at Trillium Asset Management
Industry Financial Services
Experience
Trilium Asset Management LLC June 1990 - Present
Sun Life Financial June 1986 - June 1990
Skills
Socially Responsible..., Portfolio Management, Investments, Sustainability, Financial Analysis, Chartered Financial..., Asset Management, Equities, Asset Allocation
Education
Bard College
BA
Northeastern University - Graduate School of Business Administration
MBA
Trilium Asset Management LLC June 1990 - Present
Sun Life Financial June 1986 - June 1990
Skills
Socially Responsible..., Portfolio Management, Investments, Sustainability, Financial Analysis, Chartered Financial..., Asset Management, Equities, Asset Allocation
Education
Bard College
BA
Northeastern University - Graduate School of Business Administration
MBA
Liz Browning's Sun Life Financial Experience April 2005 - September 2006
Job Licensed Real Estate Agent at ERA Key Realty Services
Industry Real Estate
Experience
ERA Key Realty Services February 2015 - Present
Workscape September 2006 - May 2013
ADP 2013 - 2013
Sun Life Financial April 2005 - September 2006
Wachovia (Formerly PFPC) September 2000 - January 2005
Allmerica Financial 1993 - 1995
Education
Becker College 1988 — 1990
Associates, Business Administration
ERA Key Realty Services February 2015 - Present
Workscape September 2006 - May 2013
ADP 2013 - 2013
Sun Life Financial April 2005 - September 2006
Wachovia (Formerly PFPC) September 2000 - January 2005
Allmerica Financial 1993 - 1995
Education
Becker College 1988 — 1990
Associates, Business Administration
Briana Sitler's Sun Life Financial Experience June 2007 - September 2007
Job Director of Special Programs at Bay Path University
Industry Events Services
Experience
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Bay Path University September 2007 - Present
Center for Human Development August 2004 - December 2011
Sun Life Financial June 2007 - September 2007
Genworth Financial April 2001 - June 2007
GE Financial Assurance Company April 1999 - April 2001
The Phoenix Companies April 1995 - January 1999
Phoenix Home Life January 1991 - January 1995
Phoenix Mututal January 1989 - January 1991
Phoenix Life Insurance Company 1988 - 1989
Skills
Event Planning, Problem Solving, Budgeting, Event Management, Mentoring, Word, PowerPoint, Strategic Planning, Excel, Microsoft Office, Customer Relations, Social Media, Microsoft Excel, Budgets, Customer Service, Management, Program Management, Public Speaking, Public Relations, Time Management, Strategy
Education
Bay Path University 2000 — 2004
B.S., Business, Executive Management
Wells College 1981 — 1982
Lil Hultin's Sun Life Financial Experience 2001 - 2004
Job Senior IT Program & Project Manager, MBA
Industry Information Technology and Services
Experience
Goulston & Storrs 2014 - Present
American Student Assistance 2009 - 2014
Edgewater Technology 2004 - 2009
Sun Life Financial 2001 - 2004
Skills
Project Portfolio..., Software Project..., IT Strategy, Program Management, Project Management, Project Delivery, Integration, SDLC, Requirements Analysis, Business Analysis, Vendor Management, Microsoft Project, SharePoint, Agile Methodologies, Data Warehousing, Disaster Recovery, Management, Microsoft SQL Server, Enterprise Software, Data Center
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Exercise Physiology & Biomechanics
Goulston & Storrs 2014 - Present
American Student Assistance 2009 - 2014
Edgewater Technology 2004 - 2009
Sun Life Financial 2001 - 2004
Skills
Project Portfolio..., Software Project..., IT Strategy, Program Management, Project Management, Project Delivery, Integration, SDLC, Requirements Analysis, Business Analysis, Vendor Management, Microsoft Project, SharePoint, Agile Methodologies, Data Warehousing, Disaster Recovery, Management, Microsoft SQL Server, Enterprise Software, Data Center
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Exercise Physiology & Biomechanics
Charles Jolin's Sun Life Financial Experience June 2002 - June 2006
Job Realtor, Director of Client Relations
Industry Real Estate
Experience
Keller Williams Real Estate June 2014 - Present
Arbella Insurance Group December 2007 - June 2013
Arbella Insurance Group June 2006 - December 2007
Sun Life Financial June 2002 - June 2006
Sun Life Financial September 1999 - June 2002
MBNA America September 1995 - August 1998
Skills
Leadership, Management, Analysis, Human Resources, Recruiting, Call Centers, Insurance, Business Process, Customer Service, Coaching, Employee Benefits, Customer Satisfaction, Employee Engagement, Employee Relations, Customer Retention, Real Estate, Customer Relations, Sales
Education
Bay Path College 2003 — 2005
Masters, Communications/ Information Management, Magna cum laude
Salem State University 1991 — 1995
Communications, Public Relations, Magna cum laude
Keller Williams Real Estate June 2014 - Present
Arbella Insurance Group December 2007 - June 2013
Arbella Insurance Group June 2006 - December 2007
Sun Life Financial June 2002 - June 2006
Sun Life Financial September 1999 - June 2002
MBNA America September 1995 - August 1998
Skills
Leadership, Management, Analysis, Human Resources, Recruiting, Call Centers, Insurance, Business Process, Customer Service, Coaching, Employee Benefits, Customer Satisfaction, Employee Engagement, Employee Relations, Customer Retention, Real Estate, Customer Relations, Sales
Education
Bay Path College 2003 — 2005
Masters, Communications/ Information Management, Magna cum laude
Salem State University 1991 — 1995
Communications, Public Relations, Magna cum laude
Joshua Karren's Sun Life Financial Experience November 2005 - August 2007
Job Americas PS Financial Controller at EMC
Industry Information Technology and Services
Experience
EMC March 2014 - Present
EMC February 2013 - Present
EMC August 2011 - February 2013
RSA The Security Division of EMC January 2010 - August 2011
EMC August 2009 - January 2010
RC Capital Advisors January 2009 - May 2009
Babson College - Graduate Programs and Student Affairs Office August 2007 - May 2009
CoKinetic Systems Corp June 2008 - August 2008
Sun Life Financial November 2005 - August 2007
Factfinder Research June 2005 - November 2005
Skills
Financial Modeling, Mergers, Revenue Recognition, Financial Analysis, Business Strategy, Competitive Analysis, Forecasting, Strategic Planning, Process Improvement, Business Development, Business Analysis, Finance, Mergers & Acquisitions, Leadership, Business Process..., Business Planning, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance
Kenyon College 1999 — 2003
B.A., American Studies
EMC March 2014 - Present
EMC February 2013 - Present
EMC August 2011 - February 2013
RSA The Security Division of EMC January 2010 - August 2011
EMC August 2009 - January 2010
RC Capital Advisors January 2009 - May 2009
Babson College - Graduate Programs and Student Affairs Office August 2007 - May 2009
CoKinetic Systems Corp June 2008 - August 2008
Sun Life Financial November 2005 - August 2007
Factfinder Research June 2005 - November 2005
Skills
Financial Modeling, Mergers, Revenue Recognition, Financial Analysis, Business Strategy, Competitive Analysis, Forecasting, Strategic Planning, Process Improvement, Business Development, Business Analysis, Finance, Mergers & Acquisitions, Leadership, Business Process..., Business Planning, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance
Kenyon College 1999 — 2003
B.A., American Studies
Sam Hanna, MBA, CISA, CBCP, CRISC's Sun Life Financial Experience 2000 - 2002
Job US Advisory Integrated Solutions Accelerator Program Leader & Health IT Practice Director, PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers March 2010 - Present
Deloitte LLP September 2005 - March 2010
Dana Farber Cancer Institute 2002 - 2005
Sun Life Financial 2000 - 2002
Arthur Andersen 1998 - 2000
Skills
Strategy, Governance, Enterprise Risk..., Internal Audit, IT Audit, Business Intelligence, Program Management, Consulting, Healthcare Information..., Management, Project Management, Informatics, Global Health, Information Technology, Health Policy, Digital Strategy, Healthcare, Auditing, Risk Assessment, PMO, CISA, Finance, Mergers & Acquisitions, COSO, Risk Management, Business Process..., Management Consulting, Business Strategy, Strategic Planning, ICD-10, Process Improvement, Change Management, IT Strategy, Business Continuity, Leadership, Business Transformation, Classroom Instruction, Sales Management, Mergers, Financial Services, Arabic, Financial Risk, EHR, Methodology, Enterprise Architecture, Big Data, Negotiation, Thought Leadership, International Business..., Accountable Care
Education
Harvard University
Certificate, Leadership/Management
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Management, Entrepreneurship
Christian Brothers University
BS, Accounting, Information Technology Management
Knoxville Catholic High School 1992 — 1994
Diploma
PricewaterhouseCoopers March 2010 - Present
Deloitte LLP September 2005 - March 2010
Dana Farber Cancer Institute 2002 - 2005
Sun Life Financial 2000 - 2002
Arthur Andersen 1998 - 2000
Skills
Strategy, Governance, Enterprise Risk..., Internal Audit, IT Audit, Business Intelligence, Program Management, Consulting, Healthcare Information..., Management, Project Management, Informatics, Global Health, Information Technology, Health Policy, Digital Strategy, Healthcare, Auditing, Risk Assessment, PMO, CISA, Finance, Mergers & Acquisitions, COSO, Risk Management, Business Process..., Management Consulting, Business Strategy, Strategic Planning, ICD-10, Process Improvement, Change Management, IT Strategy, Business Continuity, Leadership, Business Transformation, Classroom Instruction, Sales Management, Mergers, Financial Services, Arabic, Financial Risk, EHR, Methodology, Enterprise Architecture, Big Data, Negotiation, Thought Leadership, International Business..., Accountable Care
Education
Harvard University
Certificate, Leadership/Management
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, Management, Entrepreneurship
Christian Brothers University
BS, Accounting, Information Technology Management
Knoxville Catholic High School 1992 — 1994
Diploma
Jacqueline Taggart, MBA ABC's Sun Life Financial Experience 1998 - 2000
Job Associate Partner, NA Communication
Industry Management Consulting
Experience
Aon Hewitt January 2012 - Present
Towers Watson 2007 - December 2011
Morneau Sobeco 2000 - 2007
Sun Life Financial 1998 - 2000
Sun Life Financial 1994 - 1998
Reuters 1988 - 1994
Ontario Lottery and Gaming Corporation 1986 - 1988
Skills
Employee Engagement, Internal Communications, Strategic Communications, Corporate Communications, Change Management, Marketing, Organizational..., Integrated Marketing, Strategic Planning, Strategy, Communications Planning, Employee Benefits, Marketing Communications, Communication Training, Crisis Communications, Leadership, Management, Performance Management, Consulting
Education
IABC Accreditation College 2009 — 2010
ABC, Professional Designation
Ryerson University 2008 — 2010
MA, Communication and Culture
Athabasca University 1997 — 1999
MBA, Strategy, HR, Marketing
University of Toronto 1988 — 1992
MA, BA Honours, English
Carleton University
Journalism and Film Studies
Aon Hewitt January 2012 - Present
Towers Watson 2007 - December 2011
Morneau Sobeco 2000 - 2007
Sun Life Financial 1998 - 2000
Sun Life Financial 1994 - 1998
Reuters 1988 - 1994
Ontario Lottery and Gaming Corporation 1986 - 1988
Skills
Employee Engagement, Internal Communications, Strategic Communications, Corporate Communications, Change Management, Marketing, Organizational..., Integrated Marketing, Strategic Planning, Strategy, Communications Planning, Employee Benefits, Marketing Communications, Communication Training, Crisis Communications, Leadership, Management, Performance Management, Consulting
Education
IABC Accreditation College 2009 — 2010
ABC, Professional Designation
Ryerson University 2008 — 2010
MA, Communication and Culture
Athabasca University 1997 — 1999
MBA, Strategy, HR, Marketing
University of Toronto 1988 — 1992
MA, BA Honours, English
Carleton University
Journalism and Film Studies
Daniel Sisk's Sun Life Financial Experience May 2000 - September 2007
Job Strategic Account Manager
Industry Financial Services
Experience
Babson College Fund January 2012 - Present
OneSource Information Services May 2011 - Present
Thomson Reuters September 2007 - May 2011
Thomson Reuters September 2007 - December 2009
Sun Life Financial May 2000 - September 2007
Skills
Investor Relations, M&A due diligence, New Business Development, Negotiation, Business Intelligence, Consultative Selling, Solution Selling, Customer Relations, SaaS, Contract Negotiation, Problem Solving, Market Research, Financial Analysis, Competitive Analysis, Data Analysis, B2B, Excel, CRM, Business Development, Sales Process, Leadership, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA, Finance, General
Saint Michael's College
Bachelors Degree
Babson College Fund January 2012 - Present
OneSource Information Services May 2011 - Present
Thomson Reuters September 2007 - May 2011
Thomson Reuters September 2007 - December 2009
Sun Life Financial May 2000 - September 2007
Skills
Investor Relations, M&A due diligence, New Business Development, Negotiation, Business Intelligence, Consultative Selling, Solution Selling, Customer Relations, SaaS, Contract Negotiation, Problem Solving, Market Research, Financial Analysis, Competitive Analysis, Data Analysis, B2B, Excel, CRM, Business Development, Sales Process, Leadership, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA, Finance, General
Saint Michael's College
Bachelors Degree
Edward Wang, PMP's Sun Life Financial Experience May 2011 - Present
Job PMO at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2011 - Present
Amdocs 2008 - May 2011
Redknee Inc. 2006 - December 2007
Agilent Technologies 2001 - 2006
Tsinghua unisplendor 1994 - 2001
Skills
MS Project, PMO, Project Planning, PMP, Requirements Analysis, Software Project..., SharePoint, Microsoft Excel, Project Management, Software Development, Business Process, Telecommunications, Project Delivery, ERP, Management, Microsoft Project, Integration, SDLC
Education
Beijing Institute of Technology 1986 — 1990
Bachelor's degree
Sun Life Financial May 2011 - Present
Amdocs 2008 - May 2011
Redknee Inc. 2006 - December 2007
Agilent Technologies 2001 - 2006
Tsinghua unisplendor 1994 - 2001
Skills
MS Project, PMO, Project Planning, PMP, Requirements Analysis, Software Project..., SharePoint, Microsoft Excel, Project Management, Software Development, Business Process, Telecommunications, Project Delivery, ERP, Management, Microsoft Project, Integration, SDLC
Education
Beijing Institute of Technology 1986 — 1990
Bachelor's degree
Amarilys Rodriguez's Sun Life Financial Experience GroupSun Life2007 - 2008
Job CSR LTD?.l, at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial GroupSun Life2007 - 2008
Education
Bay Path University 2003 — 2007
Sun Life Financial GroupSun Life2007 - 2008
Education
Bay Path University 2003 — 2007
Deb Keene, MBA's Sun Life Financial Experience October 2012 - April 2013
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Beth Lee's Sun Life Financial Experience August 2002 - December 2006
Job Director, Derivatives Sun Life Investment Management Inc.
Industry Insurance
Experience
Sun Life Investment Management Inc. May 2011 - Present
Sun Capital Advisers LLC 2009 - 2011
Sun Capital Advisers LLC January 2007 - 2009
Sun Life Financial August 2002 - December 2006
Skills
Derivatives, Equity Trading, FX trading, Fixed Income Trading, Bloomberg, Summit, Electronic Trading
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2010
MBA
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Economics
Sun Life Investment Management Inc. May 2011 - Present
Sun Capital Advisers LLC 2009 - 2011
Sun Capital Advisers LLC January 2007 - 2009
Sun Life Financial August 2002 - December 2006
Skills
Derivatives, Equity Trading, FX trading, Fixed Income Trading, Bloomberg, Summit, Electronic Trading
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2010
MBA
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Economics
Joshua Connell's Sun Life Financial Experience May 2000 - September 2002
Job Program Planning & Controls Specialist
Industry Aviation & Aerospace
Experience
Insitu, Inc January 2011 - Present
The Regence Group November 2004 - January 2011
Sun Life Financial May 2000 - September 2002
Keyport 1995 - 2002
Skills
Program Management, Analysis, SDLC, Visio, Project Management, Business Analysis, Vendor Management, PMP, Management, Training, Quality Assurance, Process Improvement, Software Documentation, Software Project...
Education
Babson College 1991 — 1995
Bachelor of Science (BS), Entrepreneurial Studies, Economics, Finance & Investments
Insitu, Inc January 2011 - Present
The Regence Group November 2004 - January 2011
Sun Life Financial May 2000 - September 2002
Keyport 1995 - 2002
Skills
Program Management, Analysis, SDLC, Visio, Project Management, Business Analysis, Vendor Management, PMP, Management, Training, Quality Assurance, Process Improvement, Software Documentation, Software Project...
Education
Babson College 1991 — 1995
Bachelor of Science (BS), Entrepreneurial Studies, Economics, Finance & Investments
Andres Gil's Sun Life Financial Experience April 2010 - March 2012
Job Director FP&A at AIG
Industry Insurance
Experience
AIG November 2013 - Present
AIG June 2012 - October 2013
Sun Life Financial April 2010 - March 2012
Sun Life Financial March 2007 - March 2010
Sun Life Financial July 2004 - March 2007
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Financial Planning, Financial Control, Microsoft Office, Visual Basic, Oracle, Oracle SQL, SAS, Hyperion, Essbase, Budgeting, Bilingual, IFRS, US GAAP, Strategic Financial..., Auditing, Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies, 3.45
Fitchburg State College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.55
AIG November 2013 - Present
AIG June 2012 - October 2013
Sun Life Financial April 2010 - March 2012
Sun Life Financial March 2007 - March 2010
Sun Life Financial July 2004 - March 2007
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Financial Planning, Financial Control, Microsoft Office, Visual Basic, Oracle, Oracle SQL, SAS, Hyperion, Essbase, Budgeting, Bilingual, IFRS, US GAAP, Strategic Financial..., Auditing, Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies, 3.45
Fitchburg State College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.55
Chiquita Rice's Sun Life Financial Experience December 2004 - October 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Ahold 2010 - 2014
Old Mutual US October 2006 - July 2010
Sun Life Financial December 2004 - October 2006
Sun Life Financial October 2000 - December 2004
Skills
Series 7, Series 66, Life Insurance, Auditing, Internal Audit, Asset Management, Investments, Relationship Management, Internal Controls, Management, Financial Services, Risk Management, Financial Risk, Financial Analysis, Building Relationships, Risk Assessment, Risk Analysis, Code of Ethics, Strategic Financial..., Financial Reporting, Accounting, Enterprise Risk..., Analysis, Investment Management
Education
Auburn University 1995 — 1998
International Trade
Suffolk University 1994 — 1995
Ahold 2010 - 2014
Old Mutual US October 2006 - July 2010
Sun Life Financial December 2004 - October 2006
Sun Life Financial October 2000 - December 2004
Skills
Series 7, Series 66, Life Insurance, Auditing, Internal Audit, Asset Management, Investments, Relationship Management, Internal Controls, Management, Financial Services, Risk Management, Financial Risk, Financial Analysis, Building Relationships, Risk Assessment, Risk Analysis, Code of Ethics, Strategic Financial..., Financial Reporting, Accounting, Enterprise Risk..., Analysis, Investment Management
Education
Auburn University 1995 — 1998
International Trade
Suffolk University 1994 — 1995
Dianna Chiott's Sun Life Financial Experience January 1995 - June 2013
Job Director
Industry Financial Services
Experience
Sun Life Financial January 1995 - June 2013
Skills
Financial Analysis, Financial Services, Risk Management, Financial Reporting, Financial Modeling, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Asset Management
Education
Babson College 1991 — 1994
Master of Business Administration (MBA)
Providence College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Sun Life Financial January 1995 - June 2013
Skills
Financial Analysis, Financial Services, Risk Management, Financial Reporting, Financial Modeling, Commercial Real Estate, Commercial Mortgages, Mortgage Lending, Asset Management
Education
Babson College 1991 — 1994
Master of Business Administration (MBA)
Providence College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Mei Zhen Lee's Sun Life Financial Experience June 2008 - August 2008
Job Consultant
Industry Insurance
Experience
Hitachi Consulting June 2011 - Present
Babson College - Math Resource Center August 2008 - May 2011
Sulzer Mixpac January 2011 - April 2011
Tufts University - Hirsh Health Sciences Library September 2006 - January 2009
Sun Life Financial June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Research, Statistics, SAP, Market Research, Analysis, Finance, Leadership, PowerPoint, Microsoft Word, SAP MM, ERP, System Testing, Quality Assurance, SAP QM, SAP PP, Oracle, Management, Testing, Business Strategy, Consulting, SAP ERP, Business Analysis, Management Consulting, Business Intelligence, Microsoft Office, Strategy, Social Media
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management, Quantitative Method and Global Business Management
Hong Kong Baptist University 2009 — 2009
Semester Abroad, Business
Hitachi Consulting June 2011 - Present
Babson College - Math Resource Center August 2008 - May 2011
Sulzer Mixpac January 2011 - April 2011
Tufts University - Hirsh Health Sciences Library September 2006 - January 2009
Sun Life Financial June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Research, Statistics, SAP, Market Research, Analysis, Finance, Leadership, PowerPoint, Microsoft Word, SAP MM, ERP, System Testing, Quality Assurance, SAP QM, SAP PP, Oracle, Management, Testing, Business Strategy, Consulting, SAP ERP, Business Analysis, Management Consulting, Business Intelligence, Microsoft Office, Strategy, Social Media
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management, Quantitative Method and Global Business Management
Hong Kong Baptist University 2009 — 2009
Semester Abroad, Business
Claudia Rosen's Sun Life Financial Experience July 1997 - Present
Job Director at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial July 1997 - Present
State Street February 1993 - July 1997
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Finance
The University of Connecticut School of Business 1988 — 1992
B.S., Finance
Sun Life Financial July 1997 - Present
State Street February 1993 - July 1997
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Finance
The University of Connecticut School of Business 1988 — 1992
B.S., Finance
Stacey Harrington's Sun Life Financial Experience March 1999 - December 2001
Job Founder at Harrington Insights, seeking new opportunities
Industry Medical Devices
Experience
Harrington Insights May 2015 - Present
Medtronic, formerly Covidien January 2015 - April 2015
Covidien November 2012 - January 2015
Covidien August 2009 - November 2012
Sperian Protection July 2007 - January 2009
Sperian Protection, formerly Bacou-Dalloz March 2005 - July 2007
Bacou-Dalloz April 2003 - March 2005
Bacou-Dalloz August 2002 - April 2003
Invensys March 2002 - August 2002
Sun Life Financial March 1999 - December 2001
Skills
Cross-functional Team..., Strategy, Business Strategy, Product Development, Strategic Planning, Business Development, Management, Marketing Strategy, Leadership, Market Research, Mergers & Acquisitions, Product Management, Marketing, Competitive Analysis, Market Analysis, Project Management, Product Launch, Customer Insight
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, General Management
Bryn Mawr College 1986 — 1990
B.A., Psychology and English
Harvard University
Finance, Strategy
Harrington Insights May 2015 - Present
Medtronic, formerly Covidien January 2015 - April 2015
Covidien November 2012 - January 2015
Covidien August 2009 - November 2012
Sperian Protection July 2007 - January 2009
Sperian Protection, formerly Bacou-Dalloz March 2005 - July 2007
Bacou-Dalloz April 2003 - March 2005
Bacou-Dalloz August 2002 - April 2003
Invensys March 2002 - August 2002
Sun Life Financial March 1999 - December 2001
Skills
Cross-functional Team..., Strategy, Business Strategy, Product Development, Strategic Planning, Business Development, Management, Marketing Strategy, Leadership, Market Research, Mergers & Acquisitions, Product Management, Marketing, Competitive Analysis, Market Analysis, Project Management, Product Launch, Customer Insight
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, General Management
Bryn Mawr College 1986 — 1990
B.A., Psychology and English
Harvard University
Finance, Strategy
Bill Diana's Sun Life Financial Experience 1988 - 2000
Job CFO at WinterWyman
Industry Staffing and Recruiting
Experience
WinterWyman April 2000 - Present
Sun Life Financial 1988 - 2000
EY 1979 - 1982
Education
Babson College 1984 — 1988
Master of Business Administration (MBA), Finance, Entrepreneurship
Boston College 1975 — 1979
BS, Accounting
WinterWyman April 2000 - Present
Sun Life Financial 1988 - 2000
EY 1979 - 1982
Education
Babson College 1984 — 1988
Master of Business Administration (MBA), Finance, Entrepreneurship
Boston College 1975 — 1979
BS, Accounting
Simon Ocloo, CIA, CFSA, CRCM, CAMS's Sun Life Financial Experience September 1998 - December 2009
Job Internal Auditor
Industry Banking
Experience
People's United Bank March 2010 - Present
Sun Life Financial September 1998 - December 2009
Fleet Bank/Shawmut/New Dartmouth Bank/Numerica Financial 1988 - 1998
Skills
Internal Audit, Risk Management, Risk Assessment, Financial Audits, AML, Enterprise Risk..., Operational Risk..., Operational Risk, Internal Controls, Accounting, Accounts Payable, Accounts Receivable, Anti Money Laundering, Auditing, Banking, Budgets, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Financial Risk, IT Audit, Management, Policy, Quality Auditing
Education
Augustana College
Accounting/Finance
People's United Bank March 2010 - Present
Sun Life Financial September 1998 - December 2009
Fleet Bank/Shawmut/New Dartmouth Bank/Numerica Financial 1988 - 1998
Skills
Internal Audit, Risk Management, Risk Assessment, Financial Audits, AML, Enterprise Risk..., Operational Risk..., Operational Risk, Internal Controls, Accounting, Accounts Payable, Accounts Receivable, Anti Money Laundering, Auditing, Banking, Budgets, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Financial Risk, IT Audit, Management, Policy, Quality Auditing
Education
Augustana College
Accounting/Finance
Donna Daniells's Sun Life Financial Experience 2006 - 2008
Job AVP Corporate Underwriting
Industry Insurance
Experience
AXA Equitable April 2010 - Present
Sun Life Financial 2006 - 2008
Sun Life Financial 2002 - 2006
Education
Athabasca University
MBA, Business - Also have FALU & FLMI
AXA Equitable April 2010 - Present
Sun Life Financial 2006 - 2008
Sun Life Financial 2002 - 2006
Education
Athabasca University
MBA, Business - Also have FALU & FLMI
Richard Agnew's Sun Life Financial Experience 1987 - 2000
Job Founder at Accel Consulting
Industry Information Technology and Services
Experience
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Daniel Seltzer's Sun Life Financial Experience September 2008 - March 2009
Job Senior Nursing Analyst at MEDITECH
Industry Computer Software
Experience
MEDITECH October 2012 - Present
MEDITECH May 2009 - October 2012
Sun Life Financial September 2008 - March 2009
Boston Lyric Opera 2007 - 2007
Skills
Software Project..., Software Development, Software Documentation, Software Design, Training, Medical Devices, Nursing Informatics, Analysis, Computers, Usability Testing, Databases, Healthcare, SQL, Microsoft Office, Customer Service, Healthcare Information..., Meditech, Social Media, Data Analysis
Education
Bates College 2002 — 2008
BA, Music, Economics
MEDITECH October 2012 - Present
MEDITECH May 2009 - October 2012
Sun Life Financial September 2008 - March 2009
Boston Lyric Opera 2007 - 2007
Skills
Software Project..., Software Development, Software Documentation, Software Design, Training, Medical Devices, Nursing Informatics, Analysis, Computers, Usability Testing, Databases, Healthcare, SQL, Microsoft Office, Customer Service, Healthcare Information..., Meditech, Social Media, Data Analysis
Education
Bates College 2002 — 2008
BA, Music, Economics
Cheryl Covino's Sun Life Financial Experience December 2014 - Present
Job Associate Director of Claims QASTD and Grp Life at Sun Life
Industry Insurance
Experience
Sun Life Financial December 2014 - Present
UNUM July 2009 - November 2014
Unum January 2005 - July 2009
Disability Management Services, Inc. 2001 - 2005
Disability Management Services, Inc. March 1999 - 2001
Monarch Insurance 1998 - 1999
Paul Revere Ins/Provident Companies 1994 - 1998
Skills
Insurance, Individual disability, coaching and mentoring, field work/interviews, Management, claim evaluation, Disability Insurance, Customer Service, Health Insurance, Claims Management, Risk Management, Claim, Employee Benefits, Underwriting, Long-term Care, Reinsurance, Workers Compensation, Medicare, Process Improvement
Education
Becker College
Sun Life Financial December 2014 - Present
UNUM July 2009 - November 2014
Unum January 2005 - July 2009
Disability Management Services, Inc. 2001 - 2005
Disability Management Services, Inc. March 1999 - 2001
Monarch Insurance 1998 - 1999
Paul Revere Ins/Provident Companies 1994 - 1998
Skills
Insurance, Individual disability, coaching and mentoring, field work/interviews, Management, claim evaluation, Disability Insurance, Customer Service, Health Insurance, Claims Management, Risk Management, Claim, Employee Benefits, Underwriting, Long-term Care, Reinsurance, Workers Compensation, Medicare, Process Improvement
Education
Becker College
Daniel Dvorin's Sun Life Financial Experience August 2012 - August 2015
Job Senior Actuarial Consultant at EY
Industry Insurance
Experience
EY August 2015 - Present
Sun Life Financial August 2012 - August 2015
Skills
VBA, ALM, Asset Management, Investments, Liability Analysis, Financial Analysis, Public Speaking, Microsoft Excel, Data Analysis, Bloomberg, Bloomberg Terminal, C++, Valuation, Financial Modeling, Social Media, Outlook, Microsoft Office, Research, Quantitative Finance, Analysis
Education
City University of New York-Baruch College 2008 — 2012
BA, Actuarial Science (Minors: Finance and Economics, Interdisciplinary Studies in New York City), 3.6
Macaulay Honors College at The City University of New York 2008 — 2012
Bachelor's degree, Actuarial Science
EY August 2015 - Present
Sun Life Financial August 2012 - August 2015
Skills
VBA, ALM, Asset Management, Investments, Liability Analysis, Financial Analysis, Public Speaking, Microsoft Excel, Data Analysis, Bloomberg, Bloomberg Terminal, C++, Valuation, Financial Modeling, Social Media, Outlook, Microsoft Office, Research, Quantitative Finance, Analysis
Education
City University of New York-Baruch College 2008 — 2012
BA, Actuarial Science (Minors: Finance and Economics, Interdisciplinary Studies in New York City), 3.6
Macaulay Honors College at The City University of New York 2008 — 2012
Bachelor's degree, Actuarial Science
Rich Granger's Sun Life Financial Experience May 2005 - Present
Job Sr. Meetings Consultant at Sun Life Financial
Industry Events Services
Experience
Sun Life Financial May 2005 - Present
Hartford Life March 2002 - April 2005
State Mutual Insurance Company June 1968 - February 2002
Skills
Incentives, Sales Management, Sales, Contract Negotiation, Insurance, Meeting Planning, Account Management, Budgets, Marketing, CRM, Event Management, Corporate Events, Trade Shows
Education
Georgetown University 1968 — 1972
Associate of Arts (A.A.), Business/Managerial Economics, Cum Laude
Babson College 1967 — 1970
MBA, Finance, General, Magna Cum Laude
Columbia University in the City of New York 1966 — 1967
Finance and Financial Management Services
Sun Life Financial May 2005 - Present
Hartford Life March 2002 - April 2005
State Mutual Insurance Company June 1968 - February 2002
Skills
Incentives, Sales Management, Sales, Contract Negotiation, Insurance, Meeting Planning, Account Management, Budgets, Marketing, CRM, Event Management, Corporate Events, Trade Shows
Education
Georgetown University 1968 — 1972
Associate of Arts (A.A.), Business/Managerial Economics, Cum Laude
Babson College 1967 — 1970
MBA, Finance, General, Magna Cum Laude
Columbia University in the City of New York 1966 — 1967
Finance and Financial Management Services
Ying Zhao's Sun Life Financial Experience November 2009 - November 2010
Job at Resolution Life
Industry Insurance
Experience
Resolution Life June 2014 - Present
Ernst & Young October 2010 - June 2014
Sun Life Financial November 2009 - November 2010
Sun Life Financial September 2008 - November 2009
Sun Life Financial (China) September 2006 - September 2008
Sun Life Financial 2002 - 2006
Skills
Actuarial, ALM, Valuation, Insurance, Hedging, US GAAP, Canadian GAAP, Financial Modeling, Captive reinsurance, Asset Modeling
Education
University of Connecticut 2001 — 2002
MS, Mathematics
Beijing Normal University 1994 — 1998
BS, International Economics
Resolution Life June 2014 - Present
Ernst & Young October 2010 - June 2014
Sun Life Financial November 2009 - November 2010
Sun Life Financial September 2008 - November 2009
Sun Life Financial (China) September 2006 - September 2008
Sun Life Financial 2002 - 2006
Skills
Actuarial, ALM, Valuation, Insurance, Hedging, US GAAP, Canadian GAAP, Financial Modeling, Captive reinsurance, Asset Modeling
Education
University of Connecticut 2001 — 2002
MS, Mathematics
Beijing Normal University 1994 — 1998
BS, International Economics
Stephanie Doherty's Sun Life Financial Experience April 2012 - April 2013
Job Audit Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2013 - Present
J.P. Morgan April 2013 - October 2013
Sun Life Financial April 2012 - April 2013
BDO USA, LLP August 2011 - April 2012
BDO USA, LLP September 2005 - August 2011
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, Financial Reporting, Financial Statements
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
Babson College 2001 — 2005
Accounting
Needham High School
BDO USA, LLP October 2013 - Present
J.P. Morgan April 2013 - October 2013
Sun Life Financial April 2012 - April 2013
BDO USA, LLP August 2011 - April 2012
BDO USA, LLP September 2005 - August 2011
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, Financial Reporting, Financial Statements
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
Babson College 2001 — 2005
Accounting
Needham High School
Lisa Rizzo's Sun Life Financial Experience March 2002 - May 2007
Job Manager at Triplex Cinema
Industry Entertainment
Experience
Rizzo's Liquors & Market February 2013 - Present
Triplex Cinema October 2008 - Present
Retro Fitness February 2007 - February 2008
Sun Life Financial March 2002 - May 2007
Skills
Financial Analysis, Accounting, Budgets, Financial Reporting, Forecasting, Microsoft Excel, Payroll, Customer Service, Account Reconciliation, Accounts Payable, Finance, Operations Management, Staff Management, Staff Development, Time Management, Inventory Analysis, Sales Operations, Training, Strategic Planning, Team Building, Business Development, Sales Management, Budget Monitoring, Building New Business, Marketing
Education
Bay Path University 2014 — 2016
Bachelor of Business Administration (BBA)
Newbury College 1995 — 1998
Hospitality Management
Framingham South High School 1983 — 1987
HS Diploma
Rizzo's Liquors & Market February 2013 - Present
Triplex Cinema October 2008 - Present
Retro Fitness February 2007 - February 2008
Sun Life Financial March 2002 - May 2007
Skills
Financial Analysis, Accounting, Budgets, Financial Reporting, Forecasting, Microsoft Excel, Payroll, Customer Service, Account Reconciliation, Accounts Payable, Finance, Operations Management, Staff Management, Staff Development, Time Management, Inventory Analysis, Sales Operations, Training, Strategic Planning, Team Building, Business Development, Sales Management, Budget Monitoring, Building New Business, Marketing
Education
Bay Path University 2014 — 2016
Bachelor of Business Administration (BBA)
Newbury College 1995 — 1998
Hospitality Management
Framingham South High School 1983 — 1987
HS Diploma
Lawrence Heaney's Sun Life Financial Experience September 2010 - Present
Job AVP Distribution Operations at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2010 - Present
Sun Life Financial September 2009 - September 2010
Sun Life Financial April 2004 - September 2009
Provant July 1998 - September 2002
Houghton Mifflin Company June 1992 - June 1998
XTRA Corporation September 1985 - June 1992
Coopers & Lybrand September 1982 - September 1985
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Insurance, Financial Reporting, Investments, Risk Management, Sarbanes-Oxley Act, Accounting, Internal Controls, Process Improvement, Forecasting, Internal Audit, Financial Services, Financial Planning, Analysis
Education
Northeastern University 1978 — 1982
Undergraduate, Finance
Babson College 1988 — 1992
MBA, Finance
Sun Life Financial September 2010 - Present
Sun Life Financial September 2009 - September 2010
Sun Life Financial April 2004 - September 2009
Provant July 1998 - September 2002
Houghton Mifflin Company June 1992 - June 1998
XTRA Corporation September 1985 - June 1992
Coopers & Lybrand September 1982 - September 1985
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Insurance, Financial Reporting, Investments, Risk Management, Sarbanes-Oxley Act, Accounting, Internal Controls, Process Improvement, Forecasting, Internal Audit, Financial Services, Financial Planning, Analysis
Education
Northeastern University 1978 — 1982
Undergraduate, Finance
Babson College 1988 — 1992
MBA, Finance
Ash Sawhney's Sun Life Financial Experience 1990 - 1997
Job Head of Enterprise Solutions, EBIX
Industry Information Technology and Services
Experience
EBIX January 2015 - Present
State Street 1997 - 2000
Sun Life Financial 1990 - 1997
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
EBIX January 2015 - Present
State Street 1997 - 2000
Sun Life Financial 1990 - 1997
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
Anca Ploscaru's Sun Life Financial Experience May 2010 - Present
Job Business/Financial Analyst National Operations Business Development SunLife Financial
Industry Insurance
Experience
Sun Life Financial May 2010 - Present
Regional Emergency Hospital - Romania April 2009 - April 2010
Sun Life Financial February 2008 - April 2009
Sun Life Financial June 2005 - February 2008
Education
Athabasca University 2011 — 2011
Financial Accounting, 85%
Oracle University 2011 — 2011
CRM on Demand - Database Management
The Academy of Economic Studies - Bucharest, Romania 1992 — 2002
Bachelor of Commerce (B.Com.), International Relations and Affairs, 90%
Certified Management Accounting
Sun Life Financial May 2010 - Present
Regional Emergency Hospital - Romania April 2009 - April 2010
Sun Life Financial February 2008 - April 2009
Sun Life Financial June 2005 - February 2008
Education
Athabasca University 2011 — 2011
Financial Accounting, 85%
Oracle University 2011 — 2011
CRM on Demand - Database Management
The Academy of Economic Studies - Bucharest, Romania 1992 — 2002
Bachelor of Commerce (B.Com.), International Relations and Affairs, 90%
Certified Management Accounting
Victoria Rozenbaum's Sun Life Financial Experience June 2007 - Present
Job Testing Specialist II at Sunlife Financial
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Manulife Financial May 2006 - June 2007
Diageo December 2005 - May 2006
UBS June 2001 - May 2005
Skills
Quality Center, User Acceptance Testing
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems
Sun Life Financial June 2007 - Present
Manulife Financial May 2006 - June 2007
Diageo December 2005 - May 2006
UBS June 2001 - May 2005
Skills
Quality Center, User Acceptance Testing
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.