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
Patrick Park Patrick Park's Sun Life Financial Experience March 2008 - June 2009
Job Market Analyst at GAS Technologies, Inc.
Industry Farming
Experience
GAS Technologies, Inc. October 2010 - Present
Prudential Financial June 2012 - March 2013
The Guardian Life Insurance Company of America April 2011 - May 2012
Sun Life Financial March 2008 - June 2009
Morgan Stanley Wealth Management June 2004 - February 2008
Santa Barbara Bank & Trust March 2001 - March 2004
Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning
Education
San Francisco State University 1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing
Santa Barbara City College 1996 — 1997
Associate of Arts (A.A.), Economics
GAS Technologies, Inc. October 2010 - Present
Prudential Financial June 2012 - March 2013
The Guardian Life Insurance Company of America April 2011 - May 2012
Sun Life Financial March 2008 - June 2009
Morgan Stanley Wealth Management June 2004 - February 2008
Santa Barbara Bank & Trust March 2001 - March 2004
Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning
Education
San Francisco State University 1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing
Santa Barbara City College 1996 — 1997
Associate of Arts (A.A.), Economics
Susan Valentic, CHRP Susan Valentic, CHRP's Sun Life Financial Experience August 2014 - Present
Job Change Leader at Sun Life Financial
Industry Banking
Experience
Sun Life Financial August 2014 - Present
TD Bank Group November 2011 - June 2014
CIBC January 2001 - November 2011
Duplium Corporation April 2000 - January 2001
Citi July 1997 - April 2000
American Express Canada December 1984 - June 1995
Skills
Strategic Planning, Business Analysis, HR Consulting, Performance Management, Change Management, Succession Planning, Talent Management, Organizational..., Employee Engagement, Human Resources, Management, Team Leadership, Leadership, Coaching, Recruiting, Workforce Planning, Talent Acquisition, Organizational Design, Banking, Employee Relations, Financial Services, Relationship Management, Risk Management
Education
University of Toronto 1999 — 2001
Academic Requirements for CHRP Designation, Human Resources
Seneca College of Applied Arts and Technology
Three Year Diploma, Tourism, Business Admin
Sun Life Financial August 2014 - Present
TD Bank Group November 2011 - June 2014
CIBC January 2001 - November 2011
Duplium Corporation April 2000 - January 2001
Citi July 1997 - April 2000
American Express Canada December 1984 - June 1995
Skills
Strategic Planning, Business Analysis, HR Consulting, Performance Management, Change Management, Succession Planning, Talent Management, Organizational..., Employee Engagement, Human Resources, Management, Team Leadership, Leadership, Coaching, Recruiting, Workforce Planning, Talent Acquisition, Organizational Design, Banking, Employee Relations, Financial Services, Relationship Management, Risk Management
Education
University of Toronto 1999 — 2001
Academic Requirements for CHRP Designation, Human Resources
Seneca College of Applied Arts and Technology
Three Year Diploma, Tourism, Business Admin
Adam Littlejohn, CLU Adam Littlejohn, CLU's Sun Life Financial Experience February 2009 - July 2009
Job RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services January 2015 - Present
Society of Trust and Estate Practitioners (STEP) December 2014 - Present
Advocis The Institute for Advanced Financial Education March 2012 - Present
RBC Insurance May 2013 - January 2015
Investors Group Financial Services Inc. August 2009 - May 2013
Mutual Fund Dealers Association (MFDA) August 2009 - May 2013
Sun Life Financial February 2009 - July 2009
Amico Accessories Corporation April 2004 - September 2004
Skills
Insurance, Estate Planning, Finance, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Business Planning, Retirement, Strategic Planning, Wealth Management, Risk Management, Financial Planning, Customer Service, Small Business, Trust Planning, Management, Financial Services
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Graduate Certificate, International Business
Wilfrid Laurier University 2004 — 2008
Hon. BA, Political Science
RBC Wealth Management Financial Services January 2015 - Present
Society of Trust and Estate Practitioners (STEP) December 2014 - Present
Advocis The Institute for Advanced Financial Education March 2012 - Present
RBC Insurance May 2013 - January 2015
Investors Group Financial Services Inc. August 2009 - May 2013
Mutual Fund Dealers Association (MFDA) August 2009 - May 2013
Sun Life Financial February 2009 - July 2009
Amico Accessories Corporation April 2004 - September 2004
Skills
Insurance, Estate Planning, Finance, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Business Planning, Retirement, Strategic Planning, Wealth Management, Risk Management, Financial Planning, Customer Service, Small Business, Trust Planning, Management, Financial Services
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Graduate Certificate, International Business
Wilfrid Laurier University 2004 — 2008
Hon. BA, Political Science
Annie Kavalak Annie Kavalak's Sun Life Financial Experience December 2014 - Present
Job Recruiting Administrator / Paint Instructor
Industry Insurance
Experience
Paint Nite June 2015 - Present
Sun Life Financial December 2014 - Present
Education
Seneca College of Applied Arts and Technology 2008 — 2012
Diploma, 3D Animation
Sheridan College 2007 — 2008
Art Fundamentals
Paint Nite June 2015 - Present
Sun Life Financial December 2014 - Present
Education
Seneca College of Applied Arts and Technology 2008 — 2012
Diploma, 3D Animation
Sheridan College 2007 — 2008
Art Fundamentals
Tony Sepanski Tony Sepanski's Sun Life Financial Experience 2003 - 2007
Job MidMarket Sr. Client Manager with Delta Dental of Washington
Industry Insurance
Experience
Washington Dental Service January 2007 - Present
Sun Life Financial 2003 - 2007
ING Employee Benefits 1998 - 2001
Hartford Life 1993 - 1998
Washington Army National Guard May 1991 - June 1995
Skills
Insurance, Employee Benefits
Education
Seattle University 1987 — 1990
BA, Business Administration and Management
Washington Dental Service January 2007 - Present
Sun Life Financial 2003 - 2007
ING Employee Benefits 1998 - 2001
Hartford Life 1993 - 1998
Washington Army National Guard May 1991 - June 1995
Skills
Insurance, Employee Benefits
Education
Seattle University 1987 — 1990
BA, Business Administration and Management
Maureen McKay Maureen McKay's Sun Life Financial Experience June 2014 - Present
Job Client Relationship Executive, Group Retirement Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Sheldon Hinds Sheldon Hinds's Sun Life Financial Experience May 2004 - October 2010
Job Real Estate Broker
Industry Real Estate
Experience
Toronto Real Estate Board January 2007 - Present
Sun Life Financial May 2004 - October 2010
Telus Mobility May 2000 - May 2004
Skills
First Time Home Buyers, Negotiation, Investments, Investment Properties, Mortgage Lending, Residential Homes
Education
Seneca College of Applied Arts and Technology 1999 — 2001
Business Administration
CGA
Toronto Real Estate Board January 2007 - Present
Sun Life Financial May 2004 - October 2010
Telus Mobility May 2000 - May 2004
Skills
First Time Home Buyers, Negotiation, Investments, Investment Properties, Mortgage Lending, Residential Homes
Education
Seneca College of Applied Arts and Technology 1999 — 2001
Business Administration
CGA
Brendan Waight Brendan Waight's Sun Life Financial Experience February 2012 - Present
Job Small Business Sales at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial February 2012 - Present
Sun Life Financial June 2011 - February 2012
Sun Life Financial March 2008 - June 2011
Sun Life Financial March 2007 - March 2008
Sun Life Financial June 2006 - March 2007
Harvard Pilgrim Health Care dba Health Plans January 2002 - May 2006
Skills
Excel Data Manipulation, Group Insurance..., Employee Benefits, Dental, Customer Relations, Sales, Group Insurance, Microsoft Excel, Customer Service, Brokers, Disability Insurance, Insurance, Account Management, Underwriting, Dentistry, Small Business, Health Insurance, Term Life Insurance, Life Insurance, Critical Illness, Health Savings Accounts
Education
Saint Michael's College 2002 — 2006
BS, Economics, Business Administration
St. John's High School 1998 — 2002
High School
Sun Life Financial February 2012 - Present
Sun Life Financial June 2011 - February 2012
Sun Life Financial March 2008 - June 2011
Sun Life Financial March 2007 - March 2008
Sun Life Financial June 2006 - March 2007
Harvard Pilgrim Health Care dba Health Plans January 2002 - May 2006
Skills
Excel Data Manipulation, Group Insurance..., Employee Benefits, Dental, Customer Relations, Sales, Group Insurance, Microsoft Excel, Customer Service, Brokers, Disability Insurance, Insurance, Account Management, Underwriting, Dentistry, Small Business, Health Insurance, Term Life Insurance, Life Insurance, Critical Illness, Health Savings Accounts
Education
Saint Michael's College 2002 — 2006
BS, Economics, Business Administration
St. John's High School 1998 — 2002
High School
Kym Hanson, PMP, FLMI Kym Hanson, PMP, FLMI's Sun Life Financial Experience March 2012 - Present
Job Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2012 - Present
Sun Life Financial January 2010 - March 2012
Sun Life Financial May 2006 - January 2010
Skills
Vendor Management, SDLC, Requirements Gathering, Business Analysis, Insurance, Requirements Analysis, Project Portfolio..., PMP, Project Delivery, Systems Analysis, Software Project..., Risk Management, Visio, Business Requirements
Education
LOMA 2004 — 2006
FLMI Designation, Insurance
Seneca College of Applied Arts and Technology 2002 — 2006
Bachelor of Commerce (B.Com.), Banking and Insurance
Institution of Canadian Bankers (ICB) 2005 — 2005
AICB Designation, Banking
Sun Life Financial March 2012 - Present
Sun Life Financial January 2010 - March 2012
Sun Life Financial May 2006 - January 2010
Skills
Vendor Management, SDLC, Requirements Gathering, Business Analysis, Insurance, Requirements Analysis, Project Portfolio..., PMP, Project Delivery, Systems Analysis, Software Project..., Risk Management, Visio, Business Requirements
Education
LOMA 2004 — 2006
FLMI Designation, Insurance
Seneca College of Applied Arts and Technology 2002 — 2006
Bachelor of Commerce (B.Com.), Banking and Insurance
Institution of Canadian Bankers (ICB) 2005 — 2005
AICB Designation, Banking
Kristina Conidi Kristina Conidi's Sun Life Financial Experience March 2009 - November 2013
Job Senior Accountant
Industry Medical Devices
Experience
Medtronic January 2015 - Present
Covidien December 2013 - January 2015
Sun Life Financial March 2009 - November 2013
BearingPoint March 2007 - March 2009
Staples June 2005 - December 2006
Skills
Financial Analysis, Financial Reporting, Investments, Accounting, Financial Services, Microsoft Excel, Finance, Microsoft Office, Analysis, Leadership, Sarbanes-Oxley Act, Securities, Microsoft Word, Customer Service, Process Improvement, Auditing, Financial Modeling
Education
Salve Regina University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Medtronic January 2015 - Present
Covidien December 2013 - January 2015
Sun Life Financial March 2009 - November 2013
BearingPoint March 2007 - March 2009
Staples June 2005 - December 2006
Skills
Financial Analysis, Financial Reporting, Investments, Accounting, Financial Services, Microsoft Excel, Finance, Microsoft Office, Analysis, Leadership, Sarbanes-Oxley Act, Securities, Microsoft Word, Customer Service, Process Improvement, Auditing, Financial Modeling
Education
Salve Regina University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Esther Hong Esther Hong's Sun Life Financial Experience June 2015 - Present
Job IT Process and Governance Analyst, Distributed Computing Services at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial August 2013 - June 2015
SAPC October 2009 - August 2013
Skills
Variance Analysis, Acquisition Integration, Business Planning, Forecasting, Mergers, SAP, Vendor Management, Team Leadership, Customer Service, Governance, Leadership, Integration, Business Analysis, IT Strategy, Management, Process Improvement
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Advanced Project Management
Queen's University 2005 — 2009
BA, Honours
Sun Life Financial June 2015 - Present
Sun Life Financial August 2013 - June 2015
SAPC October 2009 - August 2013
Skills
Variance Analysis, Acquisition Integration, Business Planning, Forecasting, Mergers, SAP, Vendor Management, Team Leadership, Customer Service, Governance, Leadership, Integration, Business Analysis, IT Strategy, Management, Process Improvement
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Advanced Project Management
Queen's University 2005 — 2009
BA, Honours
Nimalan Balachandran,CHS Nimalan Balachandran,CHS's Sun Life Financial Experience 2012 - 2015
Job Financial Advisor
Industry Financial Services
Experience
Sun Life Financial 2012 - 2015
Canada Revenue Agency September 2011 - May 2012
H & T Global January 2008 - January 2012
Skills
Financial Advisory, Strategic Financial..., Investments, Wealth Management, Financial Services, Financial Analysis, Tax, Life Insurance, Financial Planning, Retirement Planning, Portfolio Management, Small Business, Mortgage Lending, Financial Planners, Finance
Education
Seneca College of Applied Arts and Technology 2008 — 2011
Accounting and Finance
Satec W.A Porter 2006 — 2007
Grade 11 and 12
Computer Express College 2004 — 2006
Diploma in Hardware Engineering
Jaffna Hindu College 2000 — 2005
Sun Life Financial 2012 - 2015
Canada Revenue Agency September 2011 - May 2012
H & T Global January 2008 - January 2012
Skills
Financial Advisory, Strategic Financial..., Investments, Wealth Management, Financial Services, Financial Analysis, Tax, Life Insurance, Financial Planning, Retirement Planning, Portfolio Management, Small Business, Mortgage Lending, Financial Planners, Finance
Education
Seneca College of Applied Arts and Technology 2008 — 2011
Accounting and Finance
Satec W.A Porter 2006 — 2007
Grade 11 and 12
Computer Express College 2004 — 2006
Diploma in Hardware Engineering
Jaffna Hindu College 2000 — 2005
Christopher Rieger's Sun Life Financial Experience May 2006 - August 2006
Job Equity Research Analyst at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. October 2012 - Present
Rockefeller & Co., Inc. February 2011 - December 2012
Rockit Solutions LLC (Rockefeller Financial Services) July 2008 - February 2011
RR Donnelley May 2007 - August 2007
Blue Oak Capital October 2006 - December 2006
Sun Life Financial May 2006 - August 2006
Skills
Equities, Asset Management, Bloomberg, Investments, Financial Modeling, Securities
Education
Saint Michael's College 2004 — 2008
Bachelor of Science, Business Administration / Economics / Finance
Boston University - London Program 2006 — 2006
International Finance / British & European Economic Policy
Rockefeller & Co., Inc. October 2012 - Present
Rockefeller & Co., Inc. February 2011 - December 2012
Rockit Solutions LLC (Rockefeller Financial Services) July 2008 - February 2011
RR Donnelley May 2007 - August 2007
Blue Oak Capital October 2006 - December 2006
Sun Life Financial May 2006 - August 2006
Skills
Equities, Asset Management, Bloomberg, Investments, Financial Modeling, Securities
Education
Saint Michael's College 2004 — 2008
Bachelor of Science, Business Administration / Economics / Finance
Boston University - London Program 2006 — 2006
International Finance / British & European Economic Policy
Kanwal Khan's Sun Life Financial Experience January 2009 - October 2014
Job Customer Care Representative at Sun Life Financial
Industry Financial Services
Experience
Canadian Benefits Consulting Group October 2014 - Present
Sun Life Financial January 2009 - October 2014
Employee Benefit Plan Services September 2008 - January 2009
Skills
Customer Service, Microsoft Excel, Team Leadership, Time Management, Employee Benefits, Teamwork, Analysis, Sales, Insurance, Performance Management, Management, Team Building, Leadership, Microsoft Word, Microsoft Office
Education
Seneca College of Applied Arts and Technology 2006 — 2012
Business Insurance, Finance, Marketing, Business Law, Accounting, Business Software Applications & Business Administra
Father Michael McGiveney
Canadian Benefits Consulting Group October 2014 - Present
Sun Life Financial January 2009 - October 2014
Employee Benefit Plan Services September 2008 - January 2009
Skills
Customer Service, Microsoft Excel, Team Leadership, Time Management, Employee Benefits, Teamwork, Analysis, Sales, Insurance, Performance Management, Management, Team Building, Leadership, Microsoft Word, Microsoft Office
Education
Seneca College of Applied Arts and Technology 2006 — 2012
Business Insurance, Finance, Marketing, Business Law, Accounting, Business Software Applications & Business Administra
Father Michael McGiveney
Christine Waddick, CHRP's Sun Life Financial Experience November 2014 - Present
Job Director, Talent Program Management at Sun Life Financial
Industry Wireless
Experience
Sun Life Financial November 2014 - Present
Sun Life Financial September 2011 - November 2014
Research In Motion June 2010 - September 2011
Research In Motion November 2008 - May 2010
Manulife Financial May 2004 - November 2008
Maritime Life June 2001 - April 2004
Skills
Succession Planning, Employee Engagement, Talent Management, Performance Management, Organizational..., Change Management, Workforce Planning, Employee Relations, Organizational Design
Education
Saint Mary's University
Bachelor of Commerce, Human Resources and Marketing
Sun Life Financial November 2014 - Present
Sun Life Financial September 2011 - November 2014
Research In Motion June 2010 - September 2011
Research In Motion November 2008 - May 2010
Manulife Financial May 2004 - November 2008
Maritime Life June 2001 - April 2004
Skills
Succession Planning, Employee Engagement, Talent Management, Performance Management, Organizational..., Change Management, Workforce Planning, Employee Relations, Organizational Design
Education
Saint Mary's University
Bachelor of Commerce, Human Resources and Marketing
Suzan Demaio Suzan Demaio's Sun Life Financial Experience March 2010 - June 2010
Job Consultant at Investors Group
Industry Financial Services
Experience
Sun Life Financial March 2010 - June 2010
Desjardins Financial Security Independent Network October 2009 - December 2009
Aon Reed Stenhouse 2000 - 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance, Investment Strategies, Critical Illness, Living Benefits..., RESP, RRSP, RRIF, Financial Services, Retirement, Mutual Funds, Financial Planners, Pensions, Financial Advisory, Investment Advisory, Wealth, Tax Minimization..., Disability Insurance, Life Insurance, Finance, Personal Finance, Financial Planning, Customer Service, Risk Management, Small Business, Strategic Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Sun Life Financial March 2010 - June 2010
Desjardins Financial Security Independent Network October 2009 - December 2009
Aon Reed Stenhouse 2000 - 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance, Investment Strategies, Critical Illness, Living Benefits..., RESP, RRSP, RRIF, Financial Services, Retirement, Mutual Funds, Financial Planners, Pensions, Financial Advisory, Investment Advisory, Wealth, Tax Minimization..., Disability Insurance, Life Insurance, Finance, Personal Finance, Financial Planning, Customer Service, Risk Management, Small Business, Strategic Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Robert T. Holland Robert T. Holland's Sun Life Financial Experience May 1972 - September 1980
Job General Manager & President at Algonquin Mortgage Corporation
Industry Financial Services
Experience
Algonquin Mortgage Corporation January 1999 - Present
Wood Gundy / Canmort Consultants 1980 - 1985
Sun Life Financial May 1972 - September 1980
Skills
Investment Properties, Real Estate, Investments, Commercial Mortgages, Mortgage Lending, Credit, Loans, Real Estate Economics, First Time Home Buyers, Portfolio Management, Private Equity, Financial Structuring, Negotiation, Real Estate Development, Investors, Entrepreneurship, Real Estate Financing, Commercial Lending, Finance, Due Diligence, Financial Services, Commercial Real Estate, Residential Mortgages, Brokerage, Refinance, Funding, Asset Management, Disposition, Strategy, Valuation, Mergers & Acquisitions, Real Estate Transactions, Construction Loans, Investment Management, Mezzanine, Underwriting, Loan Origination, Asset Based Lending
Education
Seneca College of Applied Arts and Technology 1970 — 1972
Business and Municipal Administration, Real Estate
Algonquin Mortgage Corporation January 1999 - Present
Wood Gundy / Canmort Consultants 1980 - 1985
Sun Life Financial May 1972 - September 1980
Skills
Investment Properties, Real Estate, Investments, Commercial Mortgages, Mortgage Lending, Credit, Loans, Real Estate Economics, First Time Home Buyers, Portfolio Management, Private Equity, Financial Structuring, Negotiation, Real Estate Development, Investors, Entrepreneurship, Real Estate Financing, Commercial Lending, Finance, Due Diligence, Financial Services, Commercial Real Estate, Residential Mortgages, Brokerage, Refinance, Funding, Asset Management, Disposition, Strategy, Valuation, Mergers & Acquisitions, Real Estate Transactions, Construction Loans, Investment Management, Mezzanine, Underwriting, Loan Origination, Asset Based Lending
Education
Seneca College of Applied Arts and Technology 1970 — 1972
Business and Municipal Administration, Real Estate
Meghan Swim Meghan Swim's Sun Life Financial Experience 2012 - November 2013
Job Marketing Director at BrandWeb Marketing
Industry Marketing and Advertising
Experience
BrandWeb Marketing December 2011 - Present
Sun Life Financial 2012 - November 2013
Saint Mary's University Business Development Center January 2011 - June 2011
The Home Depot March 2006 - March 2010
Skills
Social Media Marketing, Social Media, Online Marketing, Entrepreneurship, Customer Service, SEO, Public Speaking, Small Business, Marketing, Public Relations, Online Advertising, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Advertising, Event Management, Fundraising, Facebook, Leadership, Market Research, Email Marketing, Blogging, Team Leadership, Sales, Time Management, Strategic Planning, Lead Generation, Business Development, Business Planning, Direct Marketing, Team Building, Recruiting
Education
Saint Mary's University 2005 — 2011
BComm, Human Resource and Industrial Relations
Charles P Allen High School
BrandWeb Marketing December 2011 - Present
Sun Life Financial 2012 - November 2013
Saint Mary's University Business Development Center January 2011 - June 2011
The Home Depot March 2006 - March 2010
Skills
Social Media Marketing, Social Media, Online Marketing, Entrepreneurship, Customer Service, SEO, Public Speaking, Small Business, Marketing, Public Relations, Online Advertising, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Advertising, Event Management, Fundraising, Facebook, Leadership, Market Research, Email Marketing, Blogging, Team Leadership, Sales, Time Management, Strategic Planning, Lead Generation, Business Development, Business Planning, Direct Marketing, Team Building, Recruiting
Education
Saint Mary's University 2005 — 2011
BComm, Human Resource and Industrial Relations
Charles P Allen High School
Jill Fetzner Jill Fetzner's Sun Life Financial Experience 2008 - 2011
Job Account Executive
Industry Insurance
Experience
Thomas Insurance Advisors, LLC 2014 - Present
Sun Life Financial 2008 - 2011
Merrill Lynch August 2005 - July 2007
JMF Associates June 2000 - August 2005
UNUM January 1996 - May 2000
Skills
Employee Benefits, Insurance, Life Insurance, Disability Insurance, Management, Consulting, Health Insurance, Property, Relationship Management, Sales
Education
Keller Graduate School of Management New York
Human Resources, Business Management
Seton Hall University
Thomas Insurance Advisors, LLC 2014 - Present
Sun Life Financial 2008 - 2011
Merrill Lynch August 2005 - July 2007
JMF Associates June 2000 - August 2005
UNUM January 1996 - May 2000
Skills
Employee Benefits, Insurance, Life Insurance, Disability Insurance, Management, Consulting, Health Insurance, Property, Relationship Management, Sales
Education
Keller Graduate School of Management New York
Human Resources, Business Management
Seton Hall University
Sharilene Rowland Sharilene Rowland's Sun Life Financial Experience October 1999 - November 2010
Job Advisor at Life Steps
Industry Insurance
Experience
Life Steps February 2011 - Present
Sun Life Financial October 1999 - November 2010
Skills
Retirement Income..., Retirement Planning, Annuities, Insurance Planning, Long Term Care Insurance, Critical Illness..., Disability Insurance, Financial Literacy...
Education
Advocis
License, Accident & Sickness Benefits
Investments Funds Institute
Mutual Funds license, Investment vehicles
Seneca College of Applied Arts and Technology
Diploma, Arts and Technology
Life Steps February 2011 - Present
Sun Life Financial October 1999 - November 2010
Skills
Retirement Income..., Retirement Planning, Annuities, Insurance Planning, Long Term Care Insurance, Critical Illness..., Disability Insurance, Financial Literacy...
Education
Advocis
License, Accident & Sickness Benefits
Investments Funds Institute
Mutual Funds license, Investment vehicles
Seneca College of Applied Arts and Technology
Diploma, Arts and Technology
Vasa Vasilije Milenkovic Vasa Vasilije Milenkovic's Sun Life Financial Experience November 2014 - Present
Job Director, Unix Services, Distributed Computing Services at Sun Life Financial
Industry Internet
Experience
Sun Life Financial November 2014 - Present
Sun Life Financial June 2013 - October 2014
Scotiabank May 2010 - June 2013
IBM Canada Ltd. July 2009 - May 2010
Sun Life Financial January 1998 - June 2009
Skills
Systems Analysis, Red Hat Linux, Unix, AIX, Solaris, Disaster Recovery, System Administration, Veritas Cluster Server, Security, Linux, Process Improvement, Capacity Planning, Software Project..., Cluster, IT Operations, HP-UX, Technical Support, DNS, SAN, Virtualization, IT Service Management, Apache, LDAP, Perl, Operating Systems, Sun, Servers, Veritas Volume Manager, Network Security, Infrastructure, Troubleshooting, Oracle, High Availability, Weblogic, Networking, Unix Shell Scripting, Software Documentation, Enterprise Architecture, ITIL, VMware, Storage Area Networks, Data Center, Enterprise Software, Storage, RHEL, Netbackup, Performance Tuning, Veritas Storage..., System Deployment, Solution Architecture
Education
Seneca College of Applied Arts and Technology
Sun Life Financial November 2014 - Present
Sun Life Financial June 2013 - October 2014
Scotiabank May 2010 - June 2013
IBM Canada Ltd. July 2009 - May 2010
Sun Life Financial January 1998 - June 2009
Skills
Systems Analysis, Red Hat Linux, Unix, AIX, Solaris, Disaster Recovery, System Administration, Veritas Cluster Server, Security, Linux, Process Improvement, Capacity Planning, Software Project..., Cluster, IT Operations, HP-UX, Technical Support, DNS, SAN, Virtualization, IT Service Management, Apache, LDAP, Perl, Operating Systems, Sun, Servers, Veritas Volume Manager, Network Security, Infrastructure, Troubleshooting, Oracle, High Availability, Weblogic, Networking, Unix Shell Scripting, Software Documentation, Enterprise Architecture, ITIL, VMware, Storage Area Networks, Data Center, Enterprise Software, Storage, RHEL, Netbackup, Performance Tuning, Veritas Storage..., System Deployment, Solution Architecture
Education
Seneca College of Applied Arts and Technology
Heather Sauve Heather Sauve's Sun Life Financial Experience June 2010 - Present
Job AVP, Market Development, Client Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2010 - Present
Sun Life Financial January 2010 - June 2010
Sun Life Financial May 2009 - January 2010
Sun Life Financial January 2005 - May 2009
Sun Life Financial January 2003 - January 2005
Sun Life Financial January 2000 - December 2002
Sun Life Financial September 1997 - January 2000
Sun Life Financial September 1989 - September 1997
Skills
Financial Services, Strategy, Project Management, Mutual Funds, Investments, Relationship Management, Wealth Management, Insurance, Pensions, Retirement, Retirement Planning, Vendor Management, Strategic Financial..., Risk Management, Business Analysis, Banking, CRM, Portfolio Management, Business Process..., Fixed Annuities, Call Center, Credit, Life Insurance, Business Development, Leadership, Defined Benefit, PMO, Call Centers
Education
University of Toronto
Certificate in Business with Honours, Business Administration and Management, General
Seneca College of Applied Arts and Technology
Business Administration, Management and Operations
Sun Life Financial June 2010 - Present
Sun Life Financial January 2010 - June 2010
Sun Life Financial May 2009 - January 2010
Sun Life Financial January 2005 - May 2009
Sun Life Financial January 2003 - January 2005
Sun Life Financial January 2000 - December 2002
Sun Life Financial September 1997 - January 2000
Sun Life Financial September 1989 - September 1997
Skills
Financial Services, Strategy, Project Management, Mutual Funds, Investments, Relationship Management, Wealth Management, Insurance, Pensions, Retirement, Retirement Planning, Vendor Management, Strategic Financial..., Risk Management, Business Analysis, Banking, CRM, Portfolio Management, Business Process..., Fixed Annuities, Call Center, Credit, Life Insurance, Business Development, Leadership, Defined Benefit, PMO, Call Centers
Education
University of Toronto
Certificate in Business with Honours, Business Administration and Management, General
Seneca College of Applied Arts and Technology
Business Administration, Management and Operations
Mike Zilahy Mike Zilahy's Sun Life Financial Experience September 2011 - Present
Job Associate Director, Enrollment Experience at Sun Life Financial
Industry Real Estate
Experience
Sun Life Financial September 2011 - Present
Berkshire Hathaway HomeServices-New England Properties August 2008 - Present
Sun Life Financial September 2011 - July 2013
Skills
Enrollment Management, Strategic Enrollment..., Enrollment Services, Sales, Project Management, Relationship Management, Insurance, Public Speaking, CRM, Leadership, Customer Service, Customer Satisfaction, Account Management, Vendor Relationships, Negotiation, Information Technology, Marketing Strategy, Exceeding Customer..., Group Insurance, Collaboration, Communication, Management, Life Insurance, Strategic Planning, Health Insurance, Employee Benefits
Education
Saint Michael's College
Bachelor of Science (BS), Business Administration and Management, General
Sun Life Financial September 2011 - Present
Berkshire Hathaway HomeServices-New England Properties August 2008 - Present
Sun Life Financial September 2011 - July 2013
Skills
Enrollment Management, Strategic Enrollment..., Enrollment Services, Sales, Project Management, Relationship Management, Insurance, Public Speaking, CRM, Leadership, Customer Service, Customer Satisfaction, Account Management, Vendor Relationships, Negotiation, Information Technology, Marketing Strategy, Exceeding Customer..., Group Insurance, Collaboration, Communication, Management, Life Insurance, Strategic Planning, Health Insurance, Employee Benefits
Education
Saint Michael's College
Bachelor of Science (BS), Business Administration and Management, General
Renee Summers Renee Summers's Sun Life Financial Experience June 2013 - Present
Job Benefits Educator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial June 2010 - June 2013
Sun Life Financial January 2008 - June 2010
Health Plan of Nevada, Inc. November 2003 - November 2006
AGIS January 2003 - September 2003
Skills
Insurance, Life Insurance, Disability Insurance, Customer Service, Employee Benefits, Relationship Management, Project Management, Leadership, Term Life Insurance, Process Improvement, Sales Management, Health Insurance, Management, Brokers
Education
Schoolcraft College
Associate of Arts and Sciences (AAS), Marketing and Applied Management
Sun Life Financial June 2013 - Present
Sun Life Financial June 2010 - June 2013
Sun Life Financial January 2008 - June 2010
Health Plan of Nevada, Inc. November 2003 - November 2006
AGIS January 2003 - September 2003
Skills
Insurance, Life Insurance, Disability Insurance, Customer Service, Employee Benefits, Relationship Management, Project Management, Leadership, Term Life Insurance, Process Improvement, Sales Management, Health Insurance, Management, Brokers
Education
Schoolcraft College
Associate of Arts and Sciences (AAS), Marketing and Applied Management
Angela Borges Angela Borges's Sun Life Financial Experience June 2015 - Present
Job Director, Group Disability Central Region at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Manulife January 2015 - Present
As of Jan. 30/15 Standard Life is Manulife November 2004 - Present
RBC Insurance October 2000 - November 2004
Manulife Financial May 1999 - October 2000
Skills
Disability Insurance, Employee Benefits, Insurance, Performance Management, Employee Engagement, Life Insurance, Leadership Development, Claims Management, HR Policies, Employee Training, Benefits Administration, Human Resources, Investments, Employee Relations, Change Management, Workers Compensation, Coaching, Succession Planning, Talent Management, Organizational..., Pensions, Health Insurance, Risk Management, Relationship Management, Claim, Training, Recruiting, Deferred Compensation, Leadership, Retirement Planning
Education
St. Joseph's Commercial 1977 — 1981
Seneca College of Applied Arts and Technology
Human Resources Management
Ryerson University
Human Resources Management
Sun Life Financial June 2015 - Present
Manulife January 2015 - Present
As of Jan. 30/15 Standard Life is Manulife November 2004 - Present
RBC Insurance October 2000 - November 2004
Manulife Financial May 1999 - October 2000
Skills
Disability Insurance, Employee Benefits, Insurance, Performance Management, Employee Engagement, Life Insurance, Leadership Development, Claims Management, HR Policies, Employee Training, Benefits Administration, Human Resources, Investments, Employee Relations, Change Management, Workers Compensation, Coaching, Succession Planning, Talent Management, Organizational..., Pensions, Health Insurance, Risk Management, Relationship Management, Claim, Training, Recruiting, Deferred Compensation, Leadership, Retirement Planning
Education
St. Joseph's Commercial 1977 — 1981
Seneca College of Applied Arts and Technology
Human Resources Management
Ryerson University
Human Resources Management
Nicole Montpetit Nicole Montpetit's Sun Life Financial Experience April 2011 - Present
Job
Industry Human Resources
Experience
Sun Life Financial April 2011 - Present
University of Toronto 2006 - Present
Skills
Compensation, Job Evaluation, Payroll, Project Management, Statistics, Fitness Instruction
Education
University of Toronto 2008 — 2013
Master of Industrial Relations and Human Resources
Seneca College of Applied Arts and Technology 2000 — 2004
Ontario College Graduate Certificate
York University - Glendon College 1994 — 1998
Bachelor of Arts (B.A.)
Sun Life Financial April 2011 - Present
University of Toronto 2006 - Present
Skills
Compensation, Job Evaluation, Payroll, Project Management, Statistics, Fitness Instruction
Education
University of Toronto 2008 — 2013
Master of Industrial Relations and Human Resources
Seneca College of Applied Arts and Technology 2000 — 2004
Ontario College Graduate Certificate
York University - Glendon College 1994 — 1998
Bachelor of Arts (B.A.)
Jason Tolpin Jason Tolpin's Sun Life Financial Experience April 2015 - August 2015
Job Senior Financial Analyst at Interactions LLC
Industry Accounting
Experience
Interactions LLC August 2015 - Present
Sun Life Financial April 2015 - August 2015
Monster September 2012 - February 2015
Boston Coach April 2011 - June 2012
McKesson January 2010 - March 2011
McKesson December 2000 - January 2010
Staples January 1998 - January 2000
Staples January 1997 - January 1998
Skills
Finance, Analysis, Essbase, Hyperion Enterprise, Forecasting, Variance Analysis, Financial Modeling, Financial Analysis, Financial Forecasting, Budgets, SAP, Ad Hoc Reporting, Financial Reporting, Capital Budgeting, Business Analysis, Pivot Tables, PeopleSoft, Process Improvement
Education
Salem State College 1993 — 1998
Master, Business Administration
Salem State College 1992 — 1993
Quantitative; Bachelor of Science, Operations Management, Statistics, Operations Research; Psychology
Interactions LLC August 2015 - Present
Sun Life Financial April 2015 - August 2015
Monster September 2012 - February 2015
Boston Coach April 2011 - June 2012
McKesson January 2010 - March 2011
McKesson December 2000 - January 2010
Staples January 1998 - January 2000
Staples January 1997 - January 1998
Skills
Finance, Analysis, Essbase, Hyperion Enterprise, Forecasting, Variance Analysis, Financial Modeling, Financial Analysis, Financial Forecasting, Budgets, SAP, Ad Hoc Reporting, Financial Reporting, Capital Budgeting, Business Analysis, Pivot Tables, PeopleSoft, Process Improvement
Education
Salem State College 1993 — 1998
Master, Business Administration
Salem State College 1992 — 1993
Quantitative; Bachelor of Science, Operations Management, Statistics, Operations Research; Psychology
Sandra Macpherson Sandra Macpherson's Sun Life Financial Experience September 2011 - March 2013
Job Digital Content Strategist at Manulife Financial
Industry Online Media
Experience
Manulife Financial September 2013 - Present
Sun Life Financial September 2011 - March 2013
Sun Life Financial January 2009 - September 2011
Sun Life Financial January 2007 - January 2009
Skills
Marketing Communications, Content Strategy, Strategic Communications, Marketing, Leadership, Strategy, Management, Training, Business Analysis, Social Media, Team Leadership, Web Content, Content Management, Digital Marketing, Social Media Marketing, Financial Services, Investments, Insurance, Entrepreneurship, User Experience, Editing, CRM, Web Content Management, Project Management, Marketing Strategy
Education
Saint Mary's University 1991 — 1995
BA, English
Manulife Financial September 2013 - Present
Sun Life Financial September 2011 - March 2013
Sun Life Financial January 2009 - September 2011
Sun Life Financial January 2007 - January 2009
Skills
Marketing Communications, Content Strategy, Strategic Communications, Marketing, Leadership, Strategy, Management, Training, Business Analysis, Social Media, Team Leadership, Web Content, Content Management, Digital Marketing, Social Media Marketing, Financial Services, Investments, Insurance, Entrepreneurship, User Experience, Editing, CRM, Web Content Management, Project Management, Marketing Strategy
Education
Saint Mary's University 1991 — 1995
BA, English
Denise Lam Denise Lam's Sun Life Financial Experience July 2010 - Present
Job Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
State Farm March 2009 - June 2010
Education
Seneca College of Applied Arts and Technology
Marketing, Business
Sun Life Financial July 2010 - Present
State Farm March 2009 - June 2010
Education
Seneca College of Applied Arts and Technology
Marketing, Business
Megan Anzai's Sun Life Financial Experience July 2012 - December 2012
Job Director, Digital Marketing & Communications at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments March 2015 - Present
Sun Life Global Investments December 2012 - Present
Sun Life Financial July 2012 - December 2012
Sun Life Financial July 2010 - July 2012
Sun Life Financial June 2008 - July 2010
Sun LIfe Financial June 2007 - June 2008
Todays Staffing March 2007 - July 2007
Nordia Inc June 2006 - March 2007
Skills
Newsletters, Social Media, Event Management, PowerPoint, Advertising, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Adobe Creative Suite, Creative Briefs, Strategic Communications, CRM, Internal Communications, Corporate Communications, Strategy, Blogging, Content Management, Marketing, Leadership, Event Planning, Management, Web Analytics, Editing, Content Strategy, Training, Team Leadership, Strategic Planning, Time Management, Online Marketing, Marketing Communications
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Communications & Television Production
Sun Life Global Investments March 2015 - Present
Sun Life Global Investments December 2012 - Present
Sun Life Financial July 2012 - December 2012
Sun Life Financial July 2010 - July 2012
Sun Life Financial June 2008 - July 2010
Sun LIfe Financial June 2007 - June 2008
Todays Staffing March 2007 - July 2007
Nordia Inc June 2006 - March 2007
Skills
Newsletters, Social Media, Event Management, PowerPoint, Advertising, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Adobe Creative Suite, Creative Briefs, Strategic Communications, CRM, Internal Communications, Corporate Communications, Strategy, Blogging, Content Management, Marketing, Leadership, Event Planning, Management, Web Analytics, Editing, Content Strategy, Training, Team Leadership, Strategic Planning, Time Management, Online Marketing, Marketing Communications
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Communications & Television Production
Janarthan Selvarajah Janarthan Selvarajah's Sun Life Financial Experience August 2007 - December 2008
Job Senior Credit Analyst at Scotiabank
Industry Banking
Experience
Scotiabank August 2013 - Present
Scotiabank June 2009 - July 2013
Sun Life Financial August 2007 - December 2008
Skills
Teaching, Public Speaking, Microsoft Office, Strategic Planning, Outlook, Research, Budgets, Microsoft Excel, HTML, Windows, Customer Service, Microsoft Word, Photoshop, PowerPoint, English, Oral & Written..., Multi Tasking, Analytic Problem Solving, Interpersonal Skill, Lines Of Credit, Risk Management, Credit, Banking, Finance, Credit Analysis, Credit Risk, Financial Analysis, Loans, Retail Banking, Operational Risk, Residential Mortgages, Credit Cards, Financial Risk, Mortgage Lending, Cross Selling, Branch Banking, Deposits, Time Management, Teamwork, Personal Banking, Home Equity Lines of..., Relationship Management, Mortgage Banking, Mortgage Underwriting, Investments, Business Analysis, Financial Statement..., Portfolio Management, Cash Management
Education
University of Toronto 2013 — 2015
Risk Management Program
Seneca College of Applied Arts and Technology 2006 — 2009
Business Administration Specializing in Management
Scotiabank August 2013 - Present
Scotiabank June 2009 - July 2013
Sun Life Financial August 2007 - December 2008
Skills
Teaching, Public Speaking, Microsoft Office, Strategic Planning, Outlook, Research, Budgets, Microsoft Excel, HTML, Windows, Customer Service, Microsoft Word, Photoshop, PowerPoint, English, Oral & Written..., Multi Tasking, Analytic Problem Solving, Interpersonal Skill, Lines Of Credit, Risk Management, Credit, Banking, Finance, Credit Analysis, Credit Risk, Financial Analysis, Loans, Retail Banking, Operational Risk, Residential Mortgages, Credit Cards, Financial Risk, Mortgage Lending, Cross Selling, Branch Banking, Deposits, Time Management, Teamwork, Personal Banking, Home Equity Lines of..., Relationship Management, Mortgage Banking, Mortgage Underwriting, Investments, Business Analysis, Financial Statement..., Portfolio Management, Cash Management
Education
University of Toronto 2013 — 2015
Risk Management Program
Seneca College of Applied Arts and Technology 2006 — 2009
Business Administration Specializing in Management
Rahim (Ray) Kanji Rahim (Ray) Kanji's Sun Life Financial Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Invis 2007 - 2015
Excel Funds Management Inc. 2007 - 2008
National Bank of Canada (formerly Altamira Investment Services Inc.) 2006 - 2007
Sun Life Financial 2004 - 2005
Sun Life Financial 2003 - 2004
AGF Management Limited 1999 - 2003
Skills
Sales&Marketing, Relationship-building..., Client-centric, Business Development, Mutual Funds, Financial Services, Goal-driven leader, Entrepreneurship, Mortgage Brokers, Financial Advisory, Consulting, Networking, Team Building, Business Strategy Design, Training, Investments, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Customer Service, Lead Generation, New Business Development, Social Media, Residential Mortgages, Mortgage Marketing, Mortgage Lending, Retirement, Sales, Relationship Management, Real Estate Financing, Refinance, Savings, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Asset Management, Wealth, CRM, Selling, Debt Consolidation, Loans, Financial Planning, Relationship Building
Education
OREA Real Estate College 2014 — 2015
The Salesperson Registration Education Program
REMIC (Real Estate and Mortgage Institute of Canada 2013 — 2013
REMIC Mortgage Agent Course (RMAC)
Canadian Securities Institute 2012 — 2013
Canadian Insurance Course (CIC) - LLQP
Canadian Securities Institute 2011 — 2011
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC)
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada (IFIC)
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Program
The Institute of Canadian Bankers 2006 — 2006
Investment Funds in Canada (IFIC)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 1999 — 2001
Canadian Securities Course (CSC)
Invis 2007 - 2015
Excel Funds Management Inc. 2007 - 2008
National Bank of Canada (formerly Altamira Investment Services Inc.) 2006 - 2007
Sun Life Financial 2004 - 2005
Sun Life Financial 2003 - 2004
AGF Management Limited 1999 - 2003
Skills
Sales&Marketing, Relationship-building..., Client-centric, Business Development, Mutual Funds, Financial Services, Goal-driven leader, Entrepreneurship, Mortgage Brokers, Financial Advisory, Consulting, Networking, Team Building, Business Strategy Design, Training, Investments, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Customer Service, Lead Generation, New Business Development, Social Media, Residential Mortgages, Mortgage Marketing, Mortgage Lending, Retirement, Sales, Relationship Management, Real Estate Financing, Refinance, Savings, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Asset Management, Wealth, CRM, Selling, Debt Consolidation, Loans, Financial Planning, Relationship Building
Education
OREA Real Estate College 2014 — 2015
The Salesperson Registration Education Program
REMIC (Real Estate and Mortgage Institute of Canada 2013 — 2013
REMIC Mortgage Agent Course (RMAC)
Canadian Securities Institute 2012 — 2013
Canadian Insurance Course (CIC) - LLQP
Canadian Securities Institute 2011 — 2011
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC)
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada (IFIC)
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Program
The Institute of Canadian Bankers 2006 — 2006
Investment Funds in Canada (IFIC)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 1999 — 2001
Canadian Securities Course (CSC)
Bryan Burke's Sun Life Financial Experience December 2010 - Present
Job Director Product Management & Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2010 - Present
Sun Life Financial June 2006 - November 2009
Skills
Insurance, Business Process..., Employee Benefits, Financial Services, Leadership, Product Management, Customer Service, Disability Insurance, Change Management
Education
Saint Michael's College 1996 — 2000
Bachelor, Business
Sun Life Financial December 2010 - Present
Sun Life Financial June 2006 - November 2009
Skills
Insurance, Business Process..., Employee Benefits, Financial Services, Leadership, Product Management, Customer Service, Disability Insurance, Change Management
Education
Saint Michael's College 1996 — 2000
Bachelor, Business
Lynn MacAdam Lynn MacAdam's Sun Life Financial Experience May 2010 - Present
Job Regional Director, Business Development, Western Canada at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2010 - Present
Sun Life Financial June 2008 - May 2010
Sun Life Financial April 2006 - June 2008
Manulife Financial 2004 - April 2006
Skills
New Business Development, Client Relationship..., Financial Management, Pensions, B2B
Education
Sauder School of Business 2013 — 2016
Diploma Program, Marketing & Sales Management
Trent University 1980 — 1984
Honours Bachelor of Science, Economics
Sun Life Financial May 2010 - Present
Sun Life Financial June 2008 - May 2010
Sun Life Financial April 2006 - June 2008
Manulife Financial 2004 - April 2006
Skills
New Business Development, Client Relationship..., Financial Management, Pensions, B2B
Education
Sauder School of Business 2013 — 2016
Diploma Program, Marketing & Sales Management
Trent University 1980 — 1984
Honours Bachelor of Science, Economics
Vanessa Kates Vanessa Kates's Sun Life Financial Experience April 2007 - February 2008
Job
Industry Human Resources
Experience
Bida Consulting April 2012 - Present
Sun Life Financial April 2007 - February 2008
Royal & SunAlliance January 2006 - November 2006
Education
Seneca College of Applied Arts and Technology
Bida Consulting April 2012 - Present
Sun Life Financial April 2007 - February 2008
Royal & SunAlliance January 2006 - November 2006
Education
Seneca College of Applied Arts and Technology
Lisa Horovitz Lisa Horovitz's Sun Life Financial Experience 2001 - 2004
Job Work Comp Claims Examiner at FirstComp
Industry Insurance
Experience
FirstComp May 2005 - Present
Sun Life Financial 2001 - 2004
UnitedHealthcare 1994 - 2000
Skills
Insurance, Claim, Health Insurance, Commercial Insurance, Claims Management, Fixed Annuities, Process Improvement, Workers Compensation, Software Documentation, Reinsurance, Liability, General Insurance, Customer Service, Legal Liability, Subrogation, Team Building, Time Management, Claim Investigation
Education
Sawyer School 1986 — 1987
Certificate, Radio, Television, and Digital Communication
Cranston High School West 1982 — 1985
FirstComp May 2005 - Present
Sun Life Financial 2001 - 2004
UnitedHealthcare 1994 - 2000
Skills
Insurance, Claim, Health Insurance, Commercial Insurance, Claims Management, Fixed Annuities, Process Improvement, Workers Compensation, Software Documentation, Reinsurance, Liability, General Insurance, Customer Service, Legal Liability, Subrogation, Team Building, Time Management, Claim Investigation
Education
Sawyer School 1986 — 1987
Certificate, Radio, Television, and Digital Communication
Cranston High School West 1982 — 1985
Roy Singh Roy Singh's Sun Life Financial Experience January 1982 - December 1986
Job We are "All things Real Estate" specializing in Mortgage Financing, Real Estate, Property Management etc.
Industry Real Estate
Experience
Kitchener Waterloo Real Estate Board 1995 - Present
Century21 Home Realty Inc. Brokerage 1995 - Present
Centry 21 Home Realty Inc 1995 - Present
Century 21 Home Realty, Centum Discount Mortgage Canada, 4Pillars Mortgage Corp, RPM Tri City 1992 - Present
Centum Discount Mortgage Canada 1992 - 2010
Mortgage Alliance Company of Canada December 1997 - December 2000
Sun Life Financial January 1982 - December 1986
Skills
First Time Home Buyers, Sellers, Condos, Investment Properties, Real Estate Transactions, Residential Homes, Mortgage Lending, Property Management, Commercial Real Estate, Single Family Homes, Referrals, Relocation, Listings, New Home Sales, Buyer Representation, Investors, Real Property, Buyers, Foreclosures, Rentals, Brokerage, Real Estate Financing, Residential Mortgages, Real Estate
Education
Seneca College of Applied Arts and Technology
Kitchener Waterloo Real Estate Board 1995 - Present
Century21 Home Realty Inc. Brokerage 1995 - Present
Centry 21 Home Realty Inc 1995 - Present
Century 21 Home Realty, Centum Discount Mortgage Canada, 4Pillars Mortgage Corp, RPM Tri City 1992 - Present
Centum Discount Mortgage Canada 1992 - 2010
Mortgage Alliance Company of Canada December 1997 - December 2000
Sun Life Financial January 1982 - December 1986
Skills
First Time Home Buyers, Sellers, Condos, Investment Properties, Real Estate Transactions, Residential Homes, Mortgage Lending, Property Management, Commercial Real Estate, Single Family Homes, Referrals, Relocation, Listings, New Home Sales, Buyer Representation, Investors, Real Property, Buyers, Foreclosures, Rentals, Brokerage, Real Estate Financing, Residential Mortgages, Real Estate
Education
Seneca College of Applied Arts and Technology
Shelly Verzosa Shelly Verzosa's Sun Life Financial Experience December 2014 - January 2015
Job Account Supervisor at High Road
Industry Public Relations and Communications
Experience
High Road Communications August 2012 - Present
Sun Life Financial December 2014 - January 2015
Sun Life Financial May 2013 - August 2013
KORHANI home February 2012 - May 2012
Holland Bloorview Kids Rehabilitation Hospital April 2011 - August 2011
Skills
Public Relations, Corporate Communications, Strategic Communications, Communications Planning, Social Media Marketing, Facebook, Editing, Social Media, Event Management, Marketing, Blogging, Marketing Communications, Google Analytics, Internal Communications, Media Relations, Writing
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Post-Graduate Certificate, Corporate Communications (Co-op)
Wilfrid Laurier University 2006 — 2010
Honours Bachelor of Arts, Communication Studies, Religion & Culture, Film Studies
High Road Communications August 2012 - Present
Sun Life Financial December 2014 - January 2015
Sun Life Financial May 2013 - August 2013
KORHANI home February 2012 - May 2012
Holland Bloorview Kids Rehabilitation Hospital April 2011 - August 2011
Skills
Public Relations, Corporate Communications, Strategic Communications, Communications Planning, Social Media Marketing, Facebook, Editing, Social Media, Event Management, Marketing, Blogging, Marketing Communications, Google Analytics, Internal Communications, Media Relations, Writing
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Post-Graduate Certificate, Corporate Communications (Co-op)
Wilfrid Laurier University 2006 — 2010
Honours Bachelor of Arts, Communication Studies, Religion & Culture, Film Studies
Rob Eljawhary Rob Eljawhary's Sun Life Financial Experience May 2005 - October 2006
Job
Industry Hospital & Health Care
Experience
AmerisourceBergen Innomar Strategies March 2015 - August 2015
Excel Transportation February 2013 - February 2015
WSIB March 2012 - November 2012
Momentum Software April 2011 - November 2011
Wunderman 2010 - 2011
Community Care Information Management (CCIM) March 2009 - September 2009
CAMH July 2006 - July 2008
Optimus Consulting Group November 2006 - May 2008
CAMH April 2001 - May 2007
Sun Life Financial May 2005 - October 2006
Skills
Project Planning, Customer Relations, Vendor Management, Healthcare, MS Project, Problem Solving, Team Building, Resource Management, Negotiation, SDLC, Customer Service, Microsoft Office, Business Analysis, Project Management, Business Process..., Program Management, Software Documentation, Change Management, CRM, Leadership, Visio, Quality Assurance, Management, PMO, Team Leadership, Six Sigma, Testing, Databases, Access, PMP, Business Process, Project Portfolio..., Requirements Analysis, Process Improvement, Training, Security, Integration, Oracle, SharePoint, Budgets, Microsoft Project
Education
Six Sigma Canada Inc 2012 — 2012
Six Sigma Green Belt Lite
Nexient Learning Inc 2007 — 2007
Certificate, PMP Power Prep
Institute for Computer Studies 1998 — 1999
Certificate, Computer Programming and Internet Application Developer Diploma and Project Management Fundamentals
Seneca College 1993 — 1996
Diploma; Applied Arts, and Technology
Seneca College of Applied Arts and Technology 1993 — 1996
Diploma, Fire Protection Engineering
AmerisourceBergen Innomar Strategies March 2015 - August 2015
Excel Transportation February 2013 - February 2015
WSIB March 2012 - November 2012
Momentum Software April 2011 - November 2011
Wunderman 2010 - 2011
Community Care Information Management (CCIM) March 2009 - September 2009
CAMH July 2006 - July 2008
Optimus Consulting Group November 2006 - May 2008
CAMH April 2001 - May 2007
Sun Life Financial May 2005 - October 2006
Skills
Project Planning, Customer Relations, Vendor Management, Healthcare, MS Project, Problem Solving, Team Building, Resource Management, Negotiation, SDLC, Customer Service, Microsoft Office, Business Analysis, Project Management, Business Process..., Program Management, Software Documentation, Change Management, CRM, Leadership, Visio, Quality Assurance, Management, PMO, Team Leadership, Six Sigma, Testing, Databases, Access, PMP, Business Process, Project Portfolio..., Requirements Analysis, Process Improvement, Training, Security, Integration, Oracle, SharePoint, Budgets, Microsoft Project
Education
Six Sigma Canada Inc 2012 — 2012
Six Sigma Green Belt Lite
Nexient Learning Inc 2007 — 2007
Certificate, PMP Power Prep
Institute for Computer Studies 1998 — 1999
Certificate, Computer Programming and Internet Application Developer Diploma and Project Management Fundamentals
Seneca College 1993 — 1996
Diploma; Applied Arts, and Technology
Seneca College of Applied Arts and Technology 1993 — 1996
Diploma, Fire Protection Engineering
Laurel Berry Laurel Berry's Sun Life Financial Experience July 2013 - January 2015
Job Account Manager at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services September 2015 - Present
Sun Life Financial July 2013 - January 2015
Unum December 2002 - March 2013
RA Bench November 2001 - November 2002
Cable & Wireless May 2000 - November 2001
Unum January 1991 - May 2000
Skills
Long Term Care, Insurance, Term Life Insurance, Customer Relations, Disability Insurance, Employee Benefits, Long Term Care Insurance, Brokers, Underwriting, Accident, Whole Life, Sales, Account Management, Training, Health Insurance, Life Insurance, Customer Service, Long-term Care, Critical Illness, Group Insurance, Health Savings Accounts
Education
Seattle Pacific University 1983 — 1988
Bachelor of Arts (B.A.), European Studies, Humanities
University of Surrey 1985 — 1986
Junior Year Abroad, Russian and Soviet History
Alliant Insurance Services September 2015 - Present
Sun Life Financial July 2013 - January 2015
Unum December 2002 - March 2013
RA Bench November 2001 - November 2002
Cable & Wireless May 2000 - November 2001
Unum January 1991 - May 2000
Skills
Long Term Care, Insurance, Term Life Insurance, Customer Relations, Disability Insurance, Employee Benefits, Long Term Care Insurance, Brokers, Underwriting, Accident, Whole Life, Sales, Account Management, Training, Health Insurance, Life Insurance, Customer Service, Long-term Care, Critical Illness, Group Insurance, Health Savings Accounts
Education
Seattle Pacific University 1983 — 1988
Bachelor of Arts (B.A.), European Studies, Humanities
University of Surrey 1985 — 1986
Junior Year Abroad, Russian and Soviet History
David Ber's Sun Life Financial Experience May 2015 - Present
Job Health & Wealth Insurance Advisor
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
RBC Insurance October 2013 - April 2015
Ber & Associates October 2002 - November 2013
Penncorp Life Insurance Company January 2012 - October 2013
Rewards R Us January 2009 - December 2012
HQV Inc October 2002 - January 2008
AT&T Canada September 1993 - August 2000
Skills
Marketing Strategy, Marketing, Sales, Product Marketing, New Business Development, Account Management, Sales Management, Business Strategy, Product Management, Strategic Planning, Direct Marketing, Product Development, Direct Sales, Team Leadership, Start-ups, Business Planning, Management, Negotiation, Entrepreneurship, Customer Service, B2B, Selling, Insurance, Small Business
Education
Seneca College of Applied Arts and Technology 1981 — 1985
Systems Analyst
Newtonbrook HS
Sun Life Financial May 2015 - Present
RBC Insurance October 2013 - April 2015
Ber & Associates October 2002 - November 2013
Penncorp Life Insurance Company January 2012 - October 2013
Rewards R Us January 2009 - December 2012
HQV Inc October 2002 - January 2008
AT&T Canada September 1993 - August 2000
Skills
Marketing Strategy, Marketing, Sales, Product Marketing, New Business Development, Account Management, Sales Management, Business Strategy, Product Management, Strategic Planning, Direct Marketing, Product Development, Direct Sales, Team Leadership, Start-ups, Business Planning, Management, Negotiation, Entrepreneurship, Customer Service, B2B, Selling, Insurance, Small Business
Education
Seneca College of Applied Arts and Technology 1981 — 1985
Systems Analyst
Newtonbrook HS
Marika Baklarian Marika Baklarian's Sun Life Financial Experience 2005 - Present
Job Assistant VicePresident, Business Development, Wholesale Distribution at Sun Life Financial.
Industry Financial Services
Experience
Sun Life Financial 2005 - Present
Sun Life Financial May 2005 - October 2009
Maritime Life June 1995 - July 2004
Confederation Life Insurance Co. August 1988 - September 1995
Skills
Insurance, Disability Insurance, Life Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Services, Fixed Annuities, Strategic Financial..., Financial Planners, Wealth, Critical Illness, Relationship Management, Investment Strategies, Management
Education
Seneca College of Applied Arts and Technology
Business Administration
St. Mary's University
Sun Life Financial 2005 - Present
Sun Life Financial May 2005 - October 2009
Maritime Life June 1995 - July 2004
Confederation Life Insurance Co. August 1988 - September 1995
Skills
Insurance, Disability Insurance, Life Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Services, Fixed Annuities, Strategic Financial..., Financial Planners, Wealth, Critical Illness, Relationship Management, Investment Strategies, Management
Education
Seneca College of Applied Arts and Technology
Business Administration
St. Mary's University
Ma. Mildred Sanchez's Sun Life Financial Experience December 2012 - March 2015
Job
Industry Public Relations and Communications
Experience
Carrington Group of Companies June 2015 - Present
Sun Life Financial December 2012 - March 2015
Radisson June 2012 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Management, Customer Service
Education
Academy of Learning 2015 — 2016
Business Management, Business Administration and Management, General
Saint Paul University 1996 — 2000
Bachelor of Arts, Mass Communication
Carrington Group of Companies June 2015 - Present
Sun Life Financial December 2012 - March 2015
Radisson June 2012 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Management, Customer Service
Education
Academy of Learning 2015 — 2016
Business Management, Business Administration and Management, General
Saint Paul University 1996 — 2000
Bachelor of Arts, Mass Communication
Rebekah Kilian's Sun Life Financial Experience February 2010 - July 2013
Job Senior Administrator at Agios Pharmaceuticals
Industry Pharmaceuticals
Experience
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Andrea Ruscica Andrea Ruscica's Sun Life Financial Experience July 2013 - November 2013
Job Case Manager at York Region District School Board
Industry Health, Wellness and Fitness
Experience
York Region District School Board March 2015 - Present
Organizational Health Inc. March 2013 - Present
Sun Life Financial July 2013 - November 2013
Organizational Health Inc. May 2011 - March 2013
Canada Life December 1997 - April 2001
Canada Life March 1995 - December 1997
Skills
Disability Insurance, Disability Management, Return to Work Programs, Case Managment, Vocational..., Coaching, Training, Customer Service, Negotiation, Wellness, Case Management, Rehabilitation, Claims Management
Education
University of Toronto 1989 — 1993
Bachelor of Science (B.Sc.), Registered Nursing/Registered Nurse
National Institute of Disability Management and Research 2011 — 2014
Certified Disability Management Professional / Certified Return to Work Coordinator, Disability Management
Health Insurance Association of America 1996 — 1999
Seneca College of Applied Arts and Technology
Vocational Rehabilitation Counsellor
York Region District School Board March 2015 - Present
Organizational Health Inc. March 2013 - Present
Sun Life Financial July 2013 - November 2013
Organizational Health Inc. May 2011 - March 2013
Canada Life December 1997 - April 2001
Canada Life March 1995 - December 1997
Skills
Disability Insurance, Disability Management, Return to Work Programs, Case Managment, Vocational..., Coaching, Training, Customer Service, Negotiation, Wellness, Case Management, Rehabilitation, Claims Management
Education
University of Toronto 1989 — 1993
Bachelor of Science (B.Sc.), Registered Nursing/Registered Nurse
National Institute of Disability Management and Research 2011 — 2014
Certified Disability Management Professional / Certified Return to Work Coordinator, Disability Management
Health Insurance Association of America 1996 — 1999
Seneca College of Applied Arts and Technology
Vocational Rehabilitation Counsellor
Beverly Neal's Sun Life Financial Experience September 2001 - December 2009
Job Nurse Case Manager at Rupert Case Management Inc.
Industry Hospital & Health Care
Experience
Rupert Case Management Inc. October 2013 - Present
MVA Assessments February 2011 - June 2015
Medical Clinic June 2011 - January 2013
Sun Life Financial September 2001 - December 2009
Centre for Addiction and Mental Health May 1998 - December 2005
Education
Seneca College of Applied Arts and Technology
Nursing
University of Toronto
Bachelor’s Degree, Psychology
Rupert Case Management Inc. October 2013 - Present
MVA Assessments February 2011 - June 2015
Medical Clinic June 2011 - January 2013
Sun Life Financial September 2001 - December 2009
Centre for Addiction and Mental Health May 1998 - December 2005
Education
Seneca College of Applied Arts and Technology
Nursing
University of Toronto
Bachelor’s Degree, Psychology
Tony Borromeo Tony Borromeo's Sun Life Financial Experience July 2010 - February 2014
Job IT Change Manager at Moneris Solutions
Industry Financial Services
Experience
Moneris Solutions September 2015 - Present
Capgemini February 2014 - August 2015
Sun Life Financial July 2010 - February 2014
Sun Life Financial February 2008 - July 2010
BMO Financial Group 2006 - 2008
BMO Financial Group 2002 - 2006
BMO Financial Group 2000 - 2002
Kelly Services 1998 - 2000
Loblaw Companies Limited June 1997 - January 1998
Skills
Change Management, ITIL, Incident Management, Information Technology, Problem Management, Process Improvement, IT Operations, ITIL v3 Foundations..., BMC Remedy, IT Management, Requirements Gathering, Business Process, ITIL Certified, IT Service Management, Service Management, Service Delivery, Service Desk, Disaster Recovery, Process Management, Technical Support, Vendor Management
Education
Pink Elephant 2009 — 2009
ITIL v3 Foundations Certificate
Pink Elephant 2005 — 2005
ITIL Problem Management Practitioner Course Certificate
Seneca College of Applied Arts and Technology 1995 — 1997
Marketing
Moneris Solutions September 2015 - Present
Capgemini February 2014 - August 2015
Sun Life Financial July 2010 - February 2014
Sun Life Financial February 2008 - July 2010
BMO Financial Group 2006 - 2008
BMO Financial Group 2002 - 2006
BMO Financial Group 2000 - 2002
Kelly Services 1998 - 2000
Loblaw Companies Limited June 1997 - January 1998
Skills
Change Management, ITIL, Incident Management, Information Technology, Problem Management, Process Improvement, IT Operations, ITIL v3 Foundations..., BMC Remedy, IT Management, Requirements Gathering, Business Process, ITIL Certified, IT Service Management, Service Management, Service Delivery, Service Desk, Disaster Recovery, Process Management, Technical Support, Vendor Management
Education
Pink Elephant 2009 — 2009
ITIL v3 Foundations Certificate
Pink Elephant 2005 — 2005
ITIL Problem Management Practitioner Course Certificate
Seneca College of Applied Arts and Technology 1995 — 1997
Marketing
Katrina Lyons, CFP Katrina Lyons, CFP's Sun Life Financial Experience April 1986 - September 2009
Job VP Sales at 33seven
Industry Financial Services
Experience
33seven July 2015 - Present
Investors Group Financial Services Inc. December 2011 - May 2015
TD Waterhouse Insurance Services Inc. December 2010 - December 2011
Sun Life Financial April 1986 - September 2009
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Mutual Funds, Strategic Financial..., Health Insurance, Disability Insurance, Business Owner Planning, Estate Tax Planning, Insurance, Term Life Insurance, Small Business, Long-term Care, Portfolio Management, Licensed Life Insurance..., Critical Illness, Investments, Group Insurance, Employee Benefits, Long Term Care Insurance, Relationship Management, Brokers, Retirement, Financial Planners, Whole Life, Personal Financial..., Universal Life, Wealth Accumulation, Retirement Savings, Estate Planning, Wealth, Financial Planning
Education
Seneca College of Applied Arts and Technology 1984 — 1985
certificate, Dental Assisting/Assistant
33seven July 2015 - Present
Investors Group Financial Services Inc. December 2011 - May 2015
TD Waterhouse Insurance Services Inc. December 2010 - December 2011
Sun Life Financial April 1986 - September 2009
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Mutual Funds, Strategic Financial..., Health Insurance, Disability Insurance, Business Owner Planning, Estate Tax Planning, Insurance, Term Life Insurance, Small Business, Long-term Care, Portfolio Management, Licensed Life Insurance..., Critical Illness, Investments, Group Insurance, Employee Benefits, Long Term Care Insurance, Relationship Management, Brokers, Retirement, Financial Planners, Whole Life, Personal Financial..., Universal Life, Wealth Accumulation, Retirement Savings, Estate Planning, Wealth, Financial Planning
Education
Seneca College of Applied Arts and Technology 1984 — 1985
certificate, Dental Assisting/Assistant
dianne park dianne park's Sun Life Financial Experience Program ManagerSun Life FinancialMay 2001 - Present
Job Manager, Business Development
Industry Financial Services
Experience
Sun Life Financial Program ManagerSun Life FinancialMay 2001 - Present
Skills
Business Analysis, Pensions, Program Management, Retirement Planning, Financial Services
Education
Seneca College of Applied Arts and Technology
University of Toronto
Sun Life Financial Program ManagerSun Life FinancialMay 2001 - Present
Skills
Business Analysis, Pensions, Program Management, Retirement Planning, Financial Services
Education
Seneca College of Applied Arts and Technology
University of Toronto
Libby Brito Libby Brito's Sun Life Financial Experience January 2011 - August 2011
Job Advisor at SunLife Financial
Industry Insurance
Experience
Sun Life Financial January 2011 - August 2011
Invis January 2000 - December 2010
Education
Seneca College of Applied Arts and Technology 1999 — 2000
Mortgage
Sun Life Financial January 2011 - August 2011
Invis January 2000 - December 2010
Education
Seneca College of Applied Arts and Technology 1999 — 2000
Mortgage
Julie Gellos, CHRP Julie Gellos, CHRP's Sun Life Financial Experience September 2001 - July 2004
Job Senior Consultant, Human Resources at Grant Thornton LLP
Industry Human Resources
Experience
Grant Thornton LLP October 2011 - Present
Stikeman Elliott LLP October 2005 - September 2011
Stikeman Elliott LLP July 2004 - October 2005
Sun Life Financial September 2001 - July 2004
Dundee Realty Corporation October 1998 - September 2001
Education
Seneca College of Applied Arts and Technology 2001 — 2007
Certificate in Human Resources Management, Human Resources Management
University of Toronto - University College 1997 — 2001
Honours BA, Employment Relations
Grant Thornton LLP October 2011 - Present
Stikeman Elliott LLP October 2005 - September 2011
Stikeman Elliott LLP July 2004 - October 2005
Sun Life Financial September 2001 - July 2004
Dundee Realty Corporation October 1998 - September 2001
Education
Seneca College of Applied Arts and Technology 2001 — 2007
Certificate in Human Resources Management, Human Resources Management
University of Toronto - University College 1997 — 2001
Honours BA, Employment Relations
Enna Kaplun's Sun Life Financial Experience November 2013 - Present
Job Account Management, Business Development, Client Relations and Marketing Professional
Industry Financial Services
Experience
Sun Life Financial November 2013 - Present
Manulife Financial 2005 - May 2013
Manulife Financial 2001 - 2005
Manulife Financial 1996 - 2001
Manulife Financial 1993 - 1995
Bank of Montreal 1991 - 1991
The Co-operators 1987 - 1991
Skills
Insurance, Strategic Planning, Relationship Management, Direct Marketing, Financial Services, Account Management, Marketing, Marketing Communications, Marketing Strategy, Investments, Project Management, Leadership, Customer Service, Risk Management, Management, New Business Development, Team Building, Life Insurance, Customer Satisfaction, Strategy, Team Leadership, CRM, Business Development, Program Management, Product Marketing, Analytics, Coaching, Training, Call Centers, Customer Retention, Analysis, Sales, Marketing Management, Product Development, Public Speaking, Vendor Management, Employee Benefits, Business Analysis, Market Research, Executive Management, Business Planning, Proposal Writing, Business Strategy, Time Management, Market Planning, Finance, Retail, Negotiation, Process Improvement, Cross-functional Team...
Education
Seneca College of Applied Arts and Technology 1991 — 1992
CHRM, Post Grad in Human Resource Management
York University 1987 — 1990
BA, Honours, Political Science and Government
Sun Life Financial November 2013 - Present
Manulife Financial 2005 - May 2013
Manulife Financial 2001 - 2005
Manulife Financial 1996 - 2001
Manulife Financial 1993 - 1995
Bank of Montreal 1991 - 1991
The Co-operators 1987 - 1991
Skills
Insurance, Strategic Planning, Relationship Management, Direct Marketing, Financial Services, Account Management, Marketing, Marketing Communications, Marketing Strategy, Investments, Project Management, Leadership, Customer Service, Risk Management, Management, New Business Development, Team Building, Life Insurance, Customer Satisfaction, Strategy, Team Leadership, CRM, Business Development, Program Management, Product Marketing, Analytics, Coaching, Training, Call Centers, Customer Retention, Analysis, Sales, Marketing Management, Product Development, Public Speaking, Vendor Management, Employee Benefits, Business Analysis, Market Research, Executive Management, Business Planning, Proposal Writing, Business Strategy, Time Management, Market Planning, Finance, Retail, Negotiation, Process Improvement, Cross-functional Team...
Education
Seneca College of Applied Arts and Technology 1991 — 1992
CHRM, Post Grad in Human Resource Management
York University 1987 — 1990
BA, Honours, Political Science and Government
Tami Doherty, GBDS's Sun Life Financial Experience December 2011 - July 2013
Job National Account Manager, Reliance Standard
Industry Insurance
Experience
Reliance Standard July 2013 - Present
Sun Life Financial December 2011 - July 2013
Unum April 2008 - May 2011
Hartford Group Benefits June 1987 - March 2008
Mercer Human Resource Consulting April 2000 - November 2004
Skills
Consultancy, Customer Relations, Insurance, Long Term Care, Employee Benefits, Underwriting, Benefits, Worksite, National Accounts, Account Management, Claims, Claim, Long-term Care, Customer Service, Commercial Insurance, Management, Strategy, Life Insurance, Sales, CRM, Disability Insurance, Consulting, Health Insurance
Education
Salem State College 1987 — 1988
None, Business
Reliance Standard July 2013 - Present
Sun Life Financial December 2011 - July 2013
Unum April 2008 - May 2011
Hartford Group Benefits June 1987 - March 2008
Mercer Human Resource Consulting April 2000 - November 2004
Skills
Consultancy, Customer Relations, Insurance, Long Term Care, Employee Benefits, Underwriting, Benefits, Worksite, National Accounts, Account Management, Claims, Claim, Long-term Care, Customer Service, Commercial Insurance, Management, Strategy, Life Insurance, Sales, CRM, Disability Insurance, Consulting, Health Insurance
Education
Salem State College 1987 — 1988
None, Business
Natalie Cummings Natalie Cummings's Sun Life Financial Experience 2007 - 2007
Job Marketing Manager at AARP Services Inc. Subsidiary of AARP
Industry Financial Services
Experience
AARP Services Inc. Subsidiary of AARP June 2010 - Present
AARP Financial November 2007 - June 2010
Sun Life Financial 2007 - 2007
Fidelity Investments Life Insurance Company May 2004 - 2007
Fidelity Investments Life Insurance Company March 2001 - April 2004
Skills
Marketing Strategy, Marketing Communications, Product Management, Marketing, Business Strategy, Digital Media, Direct Mail, Direct Marketing, Product Marketing, Management, Strategic Communications, Corporate Communications, Integrated Marketing, Email Marketing, Budgets, Multi-channel Marketing, Strategic Planning, Brand Development, Retail, Segmentation, Brand Management, B2B
Education
Salem State University 1996 — 2000
AARP Services Inc. Subsidiary of AARP June 2010 - Present
AARP Financial November 2007 - June 2010
Sun Life Financial 2007 - 2007
Fidelity Investments Life Insurance Company May 2004 - 2007
Fidelity Investments Life Insurance Company March 2001 - April 2004
Skills
Marketing Strategy, Marketing Communications, Product Management, Marketing, Business Strategy, Digital Media, Direct Mail, Direct Marketing, Product Marketing, Management, Strategic Communications, Corporate Communications, Integrated Marketing, Email Marketing, Budgets, Multi-channel Marketing, Strategic Planning, Brand Development, Retail, Segmentation, Brand Management, B2B
Education
Salem State University 1996 — 2000
Marisa Coschino Marisa Coschino's Sun Life Financial Experience October 2003 - April 2010
Job Executive Assistant, Ontario Teachers Pension Plan
Industry Insurance
Experience
Ontario Teachers Pension Plan July 2011 - Present
Manulife Financial November 2010 - July 2011
Sun Life Financial October 2003 - April 2010
Sun Life Financial October 2000 - October 2003
Sun Life Financial February 1987 - October 2000
Skills
Budgets, Analysis, Risk Management, Reinsurance, Life Insurance, Event Planning, Insurance, Access, Training, Corporate Communications, Marketing, Facilitations, Business Analysis, Office Administration
Education
Seneca College of Applied Arts and Technology 1984 — 1987
Legal WordProcessor (Secretary)
Knightsbridge
Ontario Teachers Pension Plan July 2011 - Present
Manulife Financial November 2010 - July 2011
Sun Life Financial October 2003 - April 2010
Sun Life Financial October 2000 - October 2003
Sun Life Financial February 1987 - October 2000
Skills
Budgets, Analysis, Risk Management, Reinsurance, Life Insurance, Event Planning, Insurance, Access, Training, Corporate Communications, Marketing, Facilitations, Business Analysis, Office Administration
Education
Seneca College of Applied Arts and Technology 1984 — 1987
Legal WordProcessor (Secretary)
Knightsbridge
Jennifer Mangini Perry Jennifer Mangini Perry's Sun Life Financial Experience November 2001 - June 2004
Job Assoc. Creative Director
Industry Design
Experience
Globoforce January 2015 - Present
Me September 2014 - Present
smith&jones idea agency July 2006 - September 2014
Delin Design June 2004 - July 2006
Sun Life Financial November 2001 - June 2004
Skills
Logo Design, Web Design, Adobe Creative Suite, Corporate Identity, Graphic Design, Illustrator, Typography, Invitation, InDesign, Illustration, Art Direction, Photoshop, Social Networking, Collateral, Layout, Brochures
Education
Monsterrat College of Art 1999 — 2001
BFA, Illustration/Graphic Design
Savannah College of Art and Design 1996 — 1999
N/A, Illustration/Graphic Design
Globoforce January 2015 - Present
Me September 2014 - Present
smith&jones idea agency July 2006 - September 2014
Delin Design June 2004 - July 2006
Sun Life Financial November 2001 - June 2004
Skills
Logo Design, Web Design, Adobe Creative Suite, Corporate Identity, Graphic Design, Illustrator, Typography, Invitation, InDesign, Illustration, Art Direction, Photoshop, Social Networking, Collateral, Layout, Brochures
Education
Monsterrat College of Art 1999 — 2001
BFA, Illustration/Graphic Design
Savannah College of Art and Design 1996 — 1999
N/A, Illustration/Graphic Design
Dorothy Della Mora Dorothy Della Mora's Sun Life Financial Experience September 2000 - November 2005
Job Client Service Representative Corporate Accounts at JONES DesLauriers Blevins
Industry Financial Services
Experience
JONES DesLauriers Blevins September 2014 - Present
Sun Life Financial September 2000 - November 2005
Education
York University
York University
BA, Law & Society/Sociology
Seneca College of Applied Arts and Technology
Court and Tribunal Agent
JONES DesLauriers Blevins September 2014 - Present
Sun Life Financial September 2000 - November 2005
Education
York University
York University
BA, Law & Society/Sociology
Seneca College of Applied Arts and Technology
Court and Tribunal Agent
Danielle Hallisey Danielle Hallisey's Sun Life Financial Experience November 1999 - November 2004
Job Aesthetic Sales, Marketing & Education
Industry Health, Wellness and Fitness
Experience
MD SolarSciences Corp February 2015 - Present
Ocean Plus March 2013 - Present
Essentials October 2012 - February 2013
Brown Aviation Lease April 2006 - September 2010
MetLife November 2004 - April 2006
Sun Life Financial November 1999 - November 2004
Skills
Insurance, Customer Service, Strategic Planning, Coaching, Public Speaking, Financial Services, Team Building, Fixed Annuities, Social Media, Mutual Funds, Business Analysis, Entrepreneurship, Process Improvement, Microsoft Office, Market Research, Change Management, Team Leadership, Sales, Leadership, Marketing Strategy, Start-ups, Sales Operations, Training, CRM, Salesforce.com, Management, Analysis, Customer Satisfaction, Business Development, Business Strategy
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced Esthetics
Salem State College 1995 — 1997
BS, Education
University of Massachusetts Lowell 1992 — 1994
MD SolarSciences Corp February 2015 - Present
Ocean Plus March 2013 - Present
Essentials October 2012 - February 2013
Brown Aviation Lease April 2006 - September 2010
MetLife November 2004 - April 2006
Sun Life Financial November 1999 - November 2004
Skills
Insurance, Customer Service, Strategic Planning, Coaching, Public Speaking, Financial Services, Team Building, Fixed Annuities, Social Media, Mutual Funds, Business Analysis, Entrepreneurship, Process Improvement, Microsoft Office, Market Research, Change Management, Team Leadership, Sales, Leadership, Marketing Strategy, Start-ups, Sales Operations, Training, CRM, Salesforce.com, Management, Analysis, Customer Satisfaction, Business Development, Business Strategy
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced Esthetics
Salem State College 1995 — 1997
BS, Education
University of Massachusetts Lowell 1992 — 1994
Kevin Geist Kevin Geist's Sun Life Financial Experience February 2007 - April 2008
Job Regional Vice President, AXA Distributors
Industry Financial Services
Experience
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
John A. Poto John A. Poto's Sun Life Financial Experience April 2012 - Present
Job Small Business Sales Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2012 - Present
The Bulfinch Group January 2009 - April 2012
Interactive Data Corporation March 2004 - March 2008
JP Morgan Chase March 2000 - March 2004
State Street Corporation May 1998 - March 2000
Education
Salem State University 1994 — 1998
Business Administration
University of Massachusetts Boston 1989 — 1991
Business Administration
St. Dominic Savio High School 1985 — 1989
Sun Life Financial April 2012 - Present
The Bulfinch Group January 2009 - April 2012
Interactive Data Corporation March 2004 - March 2008
JP Morgan Chase March 2000 - March 2004
State Street Corporation May 1998 - March 2000
Education
Salem State University 1994 — 1998
Business Administration
University of Massachusetts Boston 1989 — 1991
Business Administration
St. Dominic Savio High School 1985 — 1989
Emmanuel Hausséguy's Sun Life Financial Experience September 2004 - February 2009
Job Sr Project Manager at WilmerHale
Industry Information Technology and Services
Experience
WilmerHale May 2011 - Present
Endar, LLC May 2009 - May 2011
RBS Citizens May 2009 - May 2011
Sun Life Financial September 2004 - February 2009
NaviSys (now Accenture) July 2000 - April 2004
Integro Data Systems November 1997 - July 2000
IBM / CGI Systems July 1985 - November 1997
Skills
IT Strategy, Program Management, Business Analysis, SDLC, PMP, Vendor Management, Project Portfolio..., PMO, Project Management, Requirements Analysis, Integration, Business Intelligence, Software Project..., Process Improvement, Business Process..., Change Management, SharePoint, Project Delivery, Resource Management
Education
San Diego State University-California State University 1980 — 1985
BS
WilmerHale May 2011 - Present
Endar, LLC May 2009 - May 2011
RBS Citizens May 2009 - May 2011
Sun Life Financial September 2004 - February 2009
NaviSys (now Accenture) July 2000 - April 2004
Integro Data Systems November 1997 - July 2000
IBM / CGI Systems July 1985 - November 1997
Skills
IT Strategy, Program Management, Business Analysis, SDLC, PMP, Vendor Management, Project Portfolio..., PMO, Project Management, Requirements Analysis, Integration, Business Intelligence, Software Project..., Process Improvement, Business Process..., Change Management, SharePoint, Project Delivery, Resource Management
Education
San Diego State University-California State University 1980 — 1985
BS
Agnes Caplan's Sun Life Financial Experience February 1994 - April 1998
Job Real Estate Professional
Industry Real Estate
Experience
property management Property ManagerFirst Real PropertiesNovember 2010 - July 2013
Counsel Corporation September 2007 - November 2010
Northam Realty Advisors Limited July 2002 - September 2007
Tribute Communities April 1998 - June 2002
Sun Life Financial February 1994 - April 1998
Camrost Property Management September 1989 - February 1994
Skills
Certified Property..., Lease Administration, Property Management, Leases, Tenant, Negotiation, Real Estate, Real Estate Development, Yardi, Landlords, Real Estate Economics, Customer Service, Investment Properties, Corporate Real Estate, Commercial Real Estate, Disposition, Shopping Centers, Management, Lease Negotiations, Property
Education
BOMA 1997 — 2002
RPA, Real Estate, Property Management
OREA 2000 — 2001
Phase 1 and Phase 2, Real Estate License, A
Seneca College of Applied Arts and Technology 2000 — 2000
Course, Blue Print Reading, A
Sheridan College 1977 — 1980
Hotel and Restaurant Management, Hotel and Restaurant Management
property management Property ManagerFirst Real PropertiesNovember 2010 - July 2013
Counsel Corporation September 2007 - November 2010
Northam Realty Advisors Limited July 2002 - September 2007
Tribute Communities April 1998 - June 2002
Sun Life Financial February 1994 - April 1998
Camrost Property Management September 1989 - February 1994
Skills
Certified Property..., Lease Administration, Property Management, Leases, Tenant, Negotiation, Real Estate, Real Estate Development, Yardi, Landlords, Real Estate Economics, Customer Service, Investment Properties, Corporate Real Estate, Commercial Real Estate, Disposition, Shopping Centers, Management, Lease Negotiations, Property
Education
BOMA 1997 — 2002
RPA, Real Estate, Property Management
OREA 2000 — 2001
Phase 1 and Phase 2, Real Estate License, A
Seneca College of Applied Arts and Technology 2000 — 2000
Course, Blue Print Reading, A
Sheridan College 1977 — 1980
Hotel and Restaurant Management, Hotel and Restaurant Management
Sheena Chaudhry's Sun Life Financial Experience May 2010 - March 2011
Job Manager, Diversity and Inclusion Initiatives at RBC
Industry Financial Services
Experience
RBC September 2013 - Present
American Express March 2011 - May 2013
Sun Life Financial May 2010 - March 2011
Job Opportunity Information Network (JOIN) 2007 - February 2011
Centah Inc. April 2010 - April 2010
Independent Contractor February 2010 - March 2010
Intact Insurance (formerly ING) November 2009 - January 2010
Aviva February 2008 - November 2009
Wells Fargo Financial July 2005 - January 2008
Manpower 2004 - 2005
Skills
Recruiting, Applicant Tracking..., Human Resources, Talent Acquisition, Onboarding, Customer Retention, Hiring, Succession Planning, Talent Management, Interviews, Team Leadership, Diversity & Inclusion, Performance Management, Networking, Workforce Planning, Employee Engagement
Education
Seneca College of Applied Arts and Technology 2001 — 2002
Post Grad Diploma, HR Management
York University 1995 — 1998
BA, Sociology
RBC September 2013 - Present
American Express March 2011 - May 2013
Sun Life Financial May 2010 - March 2011
Job Opportunity Information Network (JOIN) 2007 - February 2011
Centah Inc. April 2010 - April 2010
Independent Contractor February 2010 - March 2010
Intact Insurance (formerly ING) November 2009 - January 2010
Aviva February 2008 - November 2009
Wells Fargo Financial July 2005 - January 2008
Manpower 2004 - 2005
Skills
Recruiting, Applicant Tracking..., Human Resources, Talent Acquisition, Onboarding, Customer Retention, Hiring, Succession Planning, Talent Management, Interviews, Team Leadership, Diversity & Inclusion, Performance Management, Networking, Workforce Planning, Employee Engagement
Education
Seneca College of Applied Arts and Technology 2001 — 2002
Post Grad Diploma, HR Management
York University 1995 — 1998
BA, Sociology
Rocco Alonzi's Sun Life Financial Experience July 2012 - Present
Job AVP, Data Centre Governance
Industry Computer Networking
Experience
Sun Life Financial July 2012 - Present
BMO April 2011 - July 2012
Bank of Montreal 2006 - April 2011
Bank of Montreal 2004 - 2006
Skills
Enterprise Architecture, Governance, Requirements Analysis, Security, Architecture, Network Security, Business Analysis, Risk Management, Program Management, Team Leadership, Business Process, Process Improvement, Information Security, Vendor Management, Infrastructure, IT Management, Business Continuity, Change Management, Strategy, Solution Architecture, Project Management, Management, Data Center, IT Strategy, ITIL, Disaster Recovery, Software Project..., Leadership, Analysis, Information Technology, PMO, Information Security..., Project Delivery, Project Portfolio..., Risk Assessment, Architectures, Resource Management, Business Process...
Education
Seneca College of Applied Arts and Technology 1985 — 1990
Electrical, Electronics and Communications Engineering
Sun Life Financial July 2012 - Present
BMO April 2011 - July 2012
Bank of Montreal 2006 - April 2011
Bank of Montreal 2004 - 2006
Skills
Enterprise Architecture, Governance, Requirements Analysis, Security, Architecture, Network Security, Business Analysis, Risk Management, Program Management, Team Leadership, Business Process, Process Improvement, Information Security, Vendor Management, Infrastructure, IT Management, Business Continuity, Change Management, Strategy, Solution Architecture, Project Management, Management, Data Center, IT Strategy, ITIL, Disaster Recovery, Software Project..., Leadership, Analysis, Information Technology, PMO, Information Security..., Project Delivery, Project Portfolio..., Risk Assessment, Architectures, Resource Management, Business Process...
Education
Seneca College of Applied Arts and Technology 1985 — 1990
Electrical, Electronics and Communications Engineering
Liliya Rogalska's Sun Life Financial Experience 2010 - Present
Job Senior Program Test Lead, Financial and Payment Services, eBusiness and Call Centre solutions at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial 2010 - Present
RBC 2006 - 2010
Skills
SQA, QA Governance, Process Management, Test Planning, Test Management, Resource Development, Quality Assurance, System Testing
Education
American Software Testing Qualification Board 2006 — 2006
CTFL
Canadian Technology College 2005 — 2006
Testing Methodologies and Strategies/ Software Quality Assurance
Seneca College of Applied Arts and Technology 2001 — 2001
Business System Analysis and Design
Ukrainian State University of Technologies and Design 1985 — 1990
Honors Master's Engineering Degree, Major Technical Science
Sun Life Financial 2010 - Present
RBC 2006 - 2010
Skills
SQA, QA Governance, Process Management, Test Planning, Test Management, Resource Development, Quality Assurance, System Testing
Education
American Software Testing Qualification Board 2006 — 2006
CTFL
Canadian Technology College 2005 — 2006
Testing Methodologies and Strategies/ Software Quality Assurance
Seneca College of Applied Arts and Technology 2001 — 2001
Business System Analysis and Design
Ukrainian State University of Technologies and Design 1985 — 1990
Honors Master's Engineering Degree, Major Technical Science
Shanti Persaud's Sun Life Financial Experience February 2009 - Present
Job Advertising Executive at Canpages
Industry Marketing and Advertising
Experience
Sun Life Financial February 2009 - Present
Skills
Employee Benefits
Education
Seneca College of Applied Arts and Technology 1992 — 2007
Sun Life Financial February 2009 - Present
Skills
Employee Benefits
Education
Seneca College of Applied Arts and Technology 1992 — 2007
Kandarp Patel, PMP's Sun Life Financial Experience 2012 - 2012
Job Director, Application Technology at KBACE Technologies
Industry Computer Software
Experience
KBACE Technologies February 2013 - Present
Apps Associates September 2012 - February 2013
Oracle Corporation June 1998 - September 2012
Sun Life Financial 2012 - 2012
US Department of Transportation (DOT) 2011 - 2012
Agilent Technologies August 2010 - June 2011
United States Postal Service 2009 - 2010
APC by Schneider Electric April 2008 - April 2009
EMC 1999 - 2001
TCS April 1995 - September 1997
Skills
Oracle E-Business Suite, Oracle Applications, Oracle Financials, Order Management, BPEL, SOA, PL/SQL, Oracle SOA Suite, ERP, Solution Architecture, Software Project..., Oracle Fusion Middleware, SDLC, Software Development, Enterprise Architecture, Oracle, Integration, Business Intelligence, Requirements Analysis
Education
Sardar Patel University 1987 — 1993
Master of Computer Applications (M.C.A.), Computer Software Engineering
St. Xavier High School, Ahmedabad 1974 — 1981
KBACE Technologies February 2013 - Present
Apps Associates September 2012 - February 2013
Oracle Corporation June 1998 - September 2012
Sun Life Financial 2012 - 2012
US Department of Transportation (DOT) 2011 - 2012
Agilent Technologies August 2010 - June 2011
United States Postal Service 2009 - 2010
APC by Schneider Electric April 2008 - April 2009
EMC 1999 - 2001
TCS April 1995 - September 1997
Skills
Oracle E-Business Suite, Oracle Applications, Oracle Financials, Order Management, BPEL, SOA, PL/SQL, Oracle SOA Suite, ERP, Solution Architecture, Software Project..., Oracle Fusion Middleware, SDLC, Software Development, Enterprise Architecture, Oracle, Integration, Business Intelligence, Requirements Analysis
Education
Sardar Patel University 1987 — 1993
Master of Computer Applications (M.C.A.), Computer Software Engineering
St. Xavier High School, Ahmedabad 1974 — 1981
Art Kaushansky's Sun Life Financial Experience May 2009 - June 2012
Job Senior Account Manager
Industry Information Technology and Services
Experience
Sun Life Financial May 2009 - June 2012
Integrated Communications and Technology June 2002 - September 2007
Voxware May 2001 - January 2002
Boston Medical Center August 2000 - May 2001
Skills
Data Warehousing, Databases, Oracle, SQL, Microsoft SQL Server
Education
Salem State University 1992 — 1995
Sun Life Financial May 2009 - June 2012
Integrated Communications and Technology June 2002 - September 2007
Voxware May 2001 - January 2002
Boston Medical Center August 2000 - May 2001
Skills
Data Warehousing, Databases, Oracle, SQL, Microsoft SQL Server
Education
Salem State University 1992 — 1995
Nick Abbott-Hankin's Sun Life Financial Experience February 2006 - June 2008
Job Group Insurance Underwriter Sunlife Financial
Industry Insurance
Experience
Sunlife Financial June 2008 - Present
Sun Life Financial February 2006 - June 2008
FL Chamberlain School June 2003 - February 2006
Skills
Employee Benefits, Insurance, Dental, Underwriting, Dentistry, Sales, Account Management, Leadership, Sales Management, Training, Claim, Teamwork, Brokers
Education
Saint Michael's College 1999 — 2003
BS, Psychology
ORRHS
Sunlife Financial June 2008 - Present
Sun Life Financial February 2006 - June 2008
FL Chamberlain School June 2003 - February 2006
Skills
Employee Benefits, Insurance, Dental, Underwriting, Dentistry, Sales, Account Management, Leadership, Sales Management, Training, Claim, Teamwork, Brokers
Education
Saint Michael's College 1999 — 2003
BS, Psychology
ORRHS
John Rowlinson's Sun Life Financial Experience May 2004 - June 2007
Job Auditor at Connolly Healthcare
Industry Insurance
Experience
Connolly Healthcare February 2013 - Present
GreenWood International Insurance Services, Inc June 2012 - February 2013
The Advocator Group February 2009 - May 2012
Sun Life Financial May 2004 - June 2007
CASCAP 1999 - 2004
Skills
Insurance, Benefits, Employee Benefits, Social Security..., Policy, Customer Service, Health, Claim, Disability Insurance, Health Insurance, Workers Compensation
Education
Saint Michael's College 1995 — 1999
BA, Psychology
Acton-Boxborough Regional 1991 — 1995
Connolly Healthcare February 2013 - Present
GreenWood International Insurance Services, Inc June 2012 - February 2013
The Advocator Group February 2009 - May 2012
Sun Life Financial May 2004 - June 2007
CASCAP 1999 - 2004
Skills
Insurance, Benefits, Employee Benefits, Social Security..., Policy, Customer Service, Health, Claim, Disability Insurance, Health Insurance, Workers Compensation
Education
Saint Michael's College 1995 — 1999
BA, Psychology
Acton-Boxborough Regional 1991 — 1995
Andrew Garfinkle's Sun Life Financial Experience 2005 - 2008
Job Life and Health Insurance Sales at Marrella & Associates Inc
Industry Insurance
Experience
Marrella & Associates Inc June 2013 - Present
National Bank Insurance Firm 2009 - Present
Sun Life Financial 2005 - 2008
Clarity Systems 2003 - 2005
ADCom 2000 - 2003
Norstan 1997 - 1999
ADCom 1993 - 1997
Skills
Direct Sales, Account Management, Business Development, New Business Development, Competitive Analysis, Strategic Financial..., Telecommunications, Solution Selling, Unified Communications, Professional Services
Education
Sheridan College 1992 — 1993
Telecommunications Management
Seneca College of Applied Arts and Technology 1987 — 1990
Accounting and Finance
Marrella & Associates Inc June 2013 - Present
National Bank Insurance Firm 2009 - Present
Sun Life Financial 2005 - 2008
Clarity Systems 2003 - 2005
ADCom 2000 - 2003
Norstan 1997 - 1999
ADCom 1993 - 1997
Skills
Direct Sales, Account Management, Business Development, New Business Development, Competitive Analysis, Strategic Financial..., Telecommunications, Solution Selling, Unified Communications, Professional Services
Education
Sheridan College 1992 — 1993
Telecommunications Management
Seneca College of Applied Arts and Technology 1987 — 1990
Accounting and Finance
Gunter Gudlat's Sun Life Financial Experience January 1999 - November 2004
Job Account Executive at MultiView
Industry Education Management
Experience
Multiview March 2004 - Present
Sun Life Financial January 1999 - November 2004
Sun Life Financial 1999 - November 2004
Crown Life Insurance Company 1980 - 1999
Skills
Management, Sales, B2B, Marketing, Event Management, Social Media, Content Management, Trade Shows, Strategic Communications, Meeting Planning, Account Management, Event Planning, Marketing Communications, Social Media Marketing, Public Relations, Social Networking, Email Marketing, Online Advertising, E-commerce, Marketing Strategy, Online Marketing, Advertising, Lead Generation, Sponsorship
Education
Seneca College of Applied Arts and Technology 1977 — 1980
AVT
Aurora High School 1972 — 1977
Multiview March 2004 - Present
Sun Life Financial January 1999 - November 2004
Sun Life Financial 1999 - November 2004
Crown Life Insurance Company 1980 - 1999
Skills
Management, Sales, B2B, Marketing, Event Management, Social Media, Content Management, Trade Shows, Strategic Communications, Meeting Planning, Account Management, Event Planning, Marketing Communications, Social Media Marketing, Public Relations, Social Networking, Email Marketing, Online Advertising, E-commerce, Marketing Strategy, Online Marketing, Advertising, Lead Generation, Sponsorship
Education
Seneca College of Applied Arts and Technology 1977 — 1980
AVT
Aurora High School 1972 — 1977
Lily Bordbar's Sun Life Financial Experience November 2010 - Present
Job
Industry Financial Services
Experience
Sun Life Financial November 2010 - Present
Skills
Financial Reporting, Analysis, Financial Modeling
Education
Seneca College of Applied Arts and Technology
Saint Louis University, Madrid
Sun Life Financial November 2010 - Present
Skills
Financial Reporting, Analysis, Financial Modeling
Education
Seneca College of Applied Arts and Technology
Saint Louis University, Madrid
Rebecca (Klouda) Wagner's Sun Life Financial Experience September 1996 - December 1999
Job Content Director at Mercer
Industry Financial Services
Experience
Mercer September 2011 - Present
Aquent Marketing Staffing March 2007 - December 2011
Columbia Management January 2000 - January 2004
Sun Life Financial September 1996 - December 1999
Rutland Area Visiting Nurse Association April 1995 - September 1996
Education
Simmons College 2000 — 2002
MS, Communciations Management
Saint Michael's College 1986 — 1990
South Hadley High School
Mercer September 2011 - Present
Aquent Marketing Staffing March 2007 - December 2011
Columbia Management January 2000 - January 2004
Sun Life Financial September 1996 - December 1999
Rutland Area Visiting Nurse Association April 1995 - September 1996
Education
Simmons College 2000 — 2002
MS, Communciations Management
Saint Michael's College 1986 — 1990
South Hadley High School
Alessandra Nigro's Sun Life Financial Experience May 2015 - Present
Job Manager, Corporate Communications at Sun Life Financial
Industry Public Relations and Communications
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial May 2012 - May 2015
International Association of Business Communicators/Toronto September 2012 - September 2014
Ontario Hospital Association January 2009 - May 2012
Petro-Canada May 2008 - January 2009
The City of Vaughan April 2007 - April 2008
Skills
Media Relations, Internal Communications, Corporate Communications, Public Relations, Issues Management, Public Affairs, Writing, Social Media, Communications Planning, Strategic Communications, Crisis Communications, Strategic Planning, Communications Strategy, Speech Writing, Stakeholder Relations, Research, Blogging, Editing, Social Media Marketing, Web Content, Content Development, Marketing Communications, Newsletters, Publications, Internal & External..., Public Speaking, Reputation Management, Copywriting, Strategy, Communication Training
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Ontario Graduate Certificate, Corporate Communications
York University 2003 — 2007
Hons. BA, Communications and Italian
Sun Life Financial May 2015 - Present
Sun Life Financial May 2012 - May 2015
International Association of Business Communicators/Toronto September 2012 - September 2014
Ontario Hospital Association January 2009 - May 2012
Petro-Canada May 2008 - January 2009
The City of Vaughan April 2007 - April 2008
Skills
Media Relations, Internal Communications, Corporate Communications, Public Relations, Issues Management, Public Affairs, Writing, Social Media, Communications Planning, Strategic Communications, Crisis Communications, Strategic Planning, Communications Strategy, Speech Writing, Stakeholder Relations, Research, Blogging, Editing, Social Media Marketing, Web Content, Content Development, Marketing Communications, Newsletters, Publications, Internal & External..., Public Speaking, Reputation Management, Copywriting, Strategy, Communication Training
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Ontario Graduate Certificate, Corporate Communications
York University 2003 — 2007
Hons. BA, Communications and Italian
Jessica Ren's Sun Life Financial Experience September 2012 - Present
Job Business System Consultant at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial September 2012 - Present
Accenture November 2010 - May 2012
Yellow Pages Group / Groupe Pages Jaunes – Canada February 2010 - October 2010
Home Credit China July 2007 - August 2008
Freeborders November 2004 - June 2007
Still France April 2003 - September 2004
SNPE July 2000 - July 2001
Skills
Business Analysis, Business Process Design, Requirements Analysis, Business Process, Documentation, Business Requirements, Coordination, Software Development, Databases, Project Management, Software Documentation, Oracle, Requirements Gathering, Analysis, Consulting, Quality Assurance
Education
Université de Nantes 2002 — 2003
Master, Business Administration
Shandong University 1993 — 1997
Bachelor, English Literature and Language
Sun Life Financial September 2012 - Present
Accenture November 2010 - May 2012
Yellow Pages Group / Groupe Pages Jaunes – Canada February 2010 - October 2010
Home Credit China July 2007 - August 2008
Freeborders November 2004 - June 2007
Still France April 2003 - September 2004
SNPE July 2000 - July 2001
Skills
Business Analysis, Business Process Design, Requirements Analysis, Business Process, Documentation, Business Requirements, Coordination, Software Development, Databases, Project Management, Software Documentation, Oracle, Requirements Gathering, Analysis, Consulting, Quality Assurance
Education
Université de Nantes 2002 — 2003
Master, Business Administration
Shandong University 1993 — 1997
Bachelor, English Literature and Language
Jack Snyder, Jr.'s Sun Life Financial Experience March 2009 - March 2012
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Kari McKay's Sun Life Financial Experience April 2005 - Present
Job Curriculum Designer & Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2005 - Present
Sun Life Financial July 2000 - March 2005
Sun Life Financial 1992 - 1994
Skills
Blended Learning, Instructional Design, Training Delivery, Performance Consulting, Captivate, Coaching, E-Learning, Adult Education, Needs Analysis, Change Management, Employee Engagement, Organizational..., Consulting, Workshop Facilitation, Team Leadership, Training
Education
Seneca College of Applied Arts and Technology 1986 — 1988
BIS, Bilingual Secretarial Arts
University of Waterloo
Advanced technical communications certificate (Con Ed), Technical Communications
Sun Life Financial April 2005 - Present
Sun Life Financial July 2000 - March 2005
Sun Life Financial 1992 - 1994
Skills
Blended Learning, Instructional Design, Training Delivery, Performance Consulting, Captivate, Coaching, E-Learning, Adult Education, Needs Analysis, Change Management, Employee Engagement, Organizational..., Consulting, Workshop Facilitation, Team Leadership, Training
Education
Seneca College of Applied Arts and Technology 1986 — 1988
BIS, Bilingual Secretarial Arts
University of Waterloo
Advanced technical communications certificate (Con Ed), Technical Communications
Chris Schulz's Sun Life Financial Experience June 2014 - Present
Job Director & Company Security Officer at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial February 2010 - June 2014
Sun Life Financial December 2008 - February 2010
Mac's Convenience Stores Inc August 2006 - November 2008
Skills
Fraud, Private Investigations, Risk Management, Risk Assessment, Asset Protection, Privacy Law, Physical Security, Financial Risk, Internal Investigations, Surveillance, Investigation, Security Management, Operational Risk..., Corporate Security, Solution Implementation, Security Clearance, Team Building, Team Leadership, Team Management, Standards Compliance, Legal Compliance, Criminal Investigations
Education
York University - Osgoode Hall Law School 2015 — 2015
Regulatory Compliance & Legal Risk Management for Financial Institutions
Seneca College of Applied Arts and Technology 2000 — 2002
Diploma, Police Foundations
Sun Life Financial June 2014 - Present
Sun Life Financial February 2010 - June 2014
Sun Life Financial December 2008 - February 2010
Mac's Convenience Stores Inc August 2006 - November 2008
Skills
Fraud, Private Investigations, Risk Management, Risk Assessment, Asset Protection, Privacy Law, Physical Security, Financial Risk, Internal Investigations, Surveillance, Investigation, Security Management, Operational Risk..., Corporate Security, Solution Implementation, Security Clearance, Team Building, Team Leadership, Team Management, Standards Compliance, Legal Compliance, Criminal Investigations
Education
York University - Osgoode Hall Law School 2015 — 2015
Regulatory Compliance & Legal Risk Management for Financial Institutions
Seneca College of Applied Arts and Technology 2000 — 2002
Diploma, Police Foundations
Arnis Markitants's Sun Life Financial Experience January 2001 - October 2003
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed July 2009 - Present
MORNEAU SOBECO October 2003 - June 2006
Sun Life Financial January 2001 - October 2003
RBC April 1994 - January 2000
Skills
Coaching, Leadership, Training, Microsoft Excel, Budgets, Employee Benefits, Performance Management, Public Relations, Management, CRM, Event Planning, Project Management, Analysis, Business Analysis, Banking, Process Improvement, Financial Services
Education
Seneca College of Applied Arts and Technology 1982 — 1984
Business
Sestdienas Skola 1973 — 1977
Self Employed July 2009 - Present
MORNEAU SOBECO October 2003 - June 2006
Sun Life Financial January 2001 - October 2003
RBC April 1994 - January 2000
Skills
Coaching, Leadership, Training, Microsoft Excel, Budgets, Employee Benefits, Performance Management, Public Relations, Management, CRM, Event Planning, Project Management, Analysis, Business Analysis, Banking, Process Improvement, Financial Services
Education
Seneca College of Applied Arts and Technology 1982 — 1984
Business
Sestdienas Skola 1973 — 1977
Helen Woo's Sun Life Financial Experience April 1987 - November 1999
Job Real Estate Sales Representative at Right At Home Realty Inc., Brokerage
Industry Real Estate
Experience
Right At Home Realty Inc., Brokerage November 2012 - Present
Re/Max Ultimate Realty Inc. October 2003 - November 2012
Sun Life Financial April 1987 - November 1999
Skills
Investment Properties, Real Estate, Residential Homes, Condos, Townhomes, Listings, Buyer Representation, ABR, Sellers, Single Family Homes, New Home Sales, Relocation, First Time Home Buyers, Waterfront, Referrals, Buyers, Home Staging, Income Properties, Investors, Luxury, Move Up Buyers, Negotiation, New Homes, Real Estate Transactions, Real Property, Refinance, Relocation Buyers, Rentals, Resellers, Residential Mortgages, Seniors
Education
Seneca College of Applied Arts and Technology 1984 — 1987
BRT, Bio Research Technology
Right At Home Realty Inc., Brokerage November 2012 - Present
Re/Max Ultimate Realty Inc. October 2003 - November 2012
Sun Life Financial April 1987 - November 1999
Skills
Investment Properties, Real Estate, Residential Homes, Condos, Townhomes, Listings, Buyer Representation, ABR, Sellers, Single Family Homes, New Home Sales, Relocation, First Time Home Buyers, Waterfront, Referrals, Buyers, Home Staging, Income Properties, Investors, Luxury, Move Up Buyers, Negotiation, New Homes, Real Estate Transactions, Real Property, Refinance, Relocation Buyers, Rentals, Resellers, Residential Mortgages, Seniors
Education
Seneca College of Applied Arts and Technology 1984 — 1987
BRT, Bio Research Technology
Frank Gilliam's Sun Life Financial Experience December 2013 - Present
Job Senior Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2013 - Present
Guardian Life Insurance April 2001 - December 2013
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Long-term Care, Dentistry, Brokers, Group Medical, Underwriting, Critical Illness, Group Insurance, Accident, 401k
Education
Samford University
B.S., Public Administration
Sun Life Financial December 2013 - Present
Guardian Life Insurance April 2001 - December 2013
Skills
Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Long-term Care, Dentistry, Brokers, Group Medical, Underwriting, Critical Illness, Group Insurance, Accident, 401k
Education
Samford University
B.S., Public Administration
Harprit Dhillon, FCSI, CIM's Sun Life Financial Experience 2000 - 2003
Job Investment Professional
Industry Financial Services
Experience
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Tomasina Channer's Sun Life Financial Experience January 2015 - Present
Job Director Operations, Group Retirement Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Manulife Financial April 2013 - January 2015
Manulife Financial January 2009 - March 2013
Manulife Financial October 2007 - January 2009
Arvato Digital Services March 2006 - July 2007
KnowledgePoint Consulting 2004 - 2006
NCO Group 1999 - 2004
Skills
Call Center, Relationship Management, Pension Administration, Outsourcing, Customer Satisfaction, Customer Service, Quality Assurance, COPC Registered..., Training Management, Training Leadership, Leading people through..., Call Centers, Vendor Management, Leadership, Management, BPO, Business Analysis, Contact Centers, Team Leadership, CRM, Financial Services, Employee Benefits, Change Management, Process Improvement, Customer Experience, Insurance
Education
Customer Operations Performance Center 2003 — 2003
Queen's University (QSB) 2013 — 2013
Executive Strategy
St. Francis Xavier University 2003 — 2003
Certificate, Adult Education
Seneca College of Applied Arts and Technology 1993 — 1995
Associate's degree, Canadian Law/Legal Studies/Jurisprudence
Sun Life Financial January 2015 - Present
Manulife Financial April 2013 - January 2015
Manulife Financial January 2009 - March 2013
Manulife Financial October 2007 - January 2009
Arvato Digital Services March 2006 - July 2007
KnowledgePoint Consulting 2004 - 2006
NCO Group 1999 - 2004
Skills
Call Center, Relationship Management, Pension Administration, Outsourcing, Customer Satisfaction, Customer Service, Quality Assurance, COPC Registered..., Training Management, Training Leadership, Leading people through..., Call Centers, Vendor Management, Leadership, Management, BPO, Business Analysis, Contact Centers, Team Leadership, CRM, Financial Services, Employee Benefits, Change Management, Process Improvement, Customer Experience, Insurance
Education
Customer Operations Performance Center 2003 — 2003
Queen's University (QSB) 2013 — 2013
Executive Strategy
St. Francis Xavier University 2003 — 2003
Certificate, Adult Education
Seneca College of Applied Arts and Technology 1993 — 1995
Associate's degree, Canadian Law/Legal Studies/Jurisprudence
Kerin Winsor's Sun Life Financial Experience November 2002 - July 2003
Job Insurance Professional
Industry Insurance
Experience
Sun Life Financial November 2002 - July 2003
Education
Saint Mary's University 1969 — 1970
Arts
Sun Life Financial November 2002 - July 2003
Education
Saint Mary's University 1969 — 1970
Arts
Michelle Wickens's Sun Life Financial Experience December 2010 - Present
Job Issues and Inquires Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2010 - Present
Sun Life Financial July 2007 - December 2010
Sun Life Financial January 2003 - July 2007
Sun Life Financial January 1999 - January 2003
Skills
User Acceptance Testing, Software Quality..., Quality Center, Regression Testing, Test Planning, Test Strategy, Test Management, SDLC, PMO, System Testing, Waterfall, Process Improvement, Analysis, Business Analysis, Quality Assurance, Business Requirements, Testing, Test Cases, Software Documentation, Defect Tracking, Requirements Gathering, Requirements Analysis, Manual Testing, QTP, CMMI, Integration Testing, Test Automation, Test Execution, Performance Testing, Software Project..., Release Management, Black Box Testing, Visio, Systems Analysis, Agile Project Management, Resource Management, Gap Analysis, Scrum, Mainframe, Integration, Usability Testing, Project Portfolio..., HP Quality Center
Education
Seneca College of Applied Arts and Technology 1986 — 1989
Business
Sun Life Financial December 2010 - Present
Sun Life Financial July 2007 - December 2010
Sun Life Financial January 2003 - July 2007
Sun Life Financial January 1999 - January 2003
Skills
User Acceptance Testing, Software Quality..., Quality Center, Regression Testing, Test Planning, Test Strategy, Test Management, SDLC, PMO, System Testing, Waterfall, Process Improvement, Analysis, Business Analysis, Quality Assurance, Business Requirements, Testing, Test Cases, Software Documentation, Defect Tracking, Requirements Gathering, Requirements Analysis, Manual Testing, QTP, CMMI, Integration Testing, Test Automation, Test Execution, Performance Testing, Software Project..., Release Management, Black Box Testing, Visio, Systems Analysis, Agile Project Management, Resource Management, Gap Analysis, Scrum, Mainframe, Integration, Usability Testing, Project Portfolio..., HP Quality Center
Education
Seneca College of Applied Arts and Technology 1986 — 1989
Business
Colleen McDonald's Sun Life Financial Experience March 1998 - June 2004
Job Director, Pension and Savings Plans at Scotiabank
Industry Banking
Experience
Scotiabank October 2013 - Present
Scotiabank July 2004 - September 2013
Sun Life Financial March 1998 - June 2004
HOOPP June 1991 - March 1998
Education
University of Toronto 1985 — 1989
Bachelor of Arts (B.A.) Honours, Political Science and Sociology
Seneca College of Applied Arts and Technology
Post-graduate Certificate, Human Resources Management/Personnel Administration, General
Scotiabank October 2013 - Present
Scotiabank July 2004 - September 2013
Sun Life Financial March 1998 - June 2004
HOOPP June 1991 - March 1998
Education
University of Toronto 1985 — 1989
Bachelor of Arts (B.A.) Honours, Political Science and Sociology
Seneca College of Applied Arts and Technology
Post-graduate Certificate, Human Resources Management/Personnel Administration, General
Terry Godfray's Sun Life Financial Experience November 2007 - December 2011
Job Executive Assistant, BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group February 2013 - Present
Sun Life Financial November 2007 - December 2011
Sun Life Financial 2007 - 2011
TD Bank Group May 2001 - July 2007
TD Bank Group March 1999 - May 2001
Skills
Lotus Notes, Outlook, Time Management, Excel, PowerPoint, Word, SharePoint, Microsoft Office, Risk Management, Process Improvement, Team Building, Teamwork
Education
Seneca College of Applied Arts and Technology
Diploma, Cosmetic Management
BMO Financial Group February 2013 - Present
Sun Life Financial November 2007 - December 2011
Sun Life Financial 2007 - 2011
TD Bank Group May 2001 - July 2007
TD Bank Group March 1999 - May 2001
Skills
Lotus Notes, Outlook, Time Management, Excel, PowerPoint, Word, SharePoint, Microsoft Office, Risk Management, Process Improvement, Team Building, Teamwork
Education
Seneca College of Applied Arts and Technology
Diploma, Cosmetic Management
Sunita Rambachan's Sun Life Financial Experience March 1997 - July 2007
Job Senior Consultant at CGI
Industry Information Technology and Services
Experience
CGI April 2010 - Present
Rogers Communications Inc. July 2007 - February 2010
Sun Life Financial March 1997 - July 2007
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Scrum, Business Requirements, Software Project..., PMP, Integration, Enterprise Architecture, Weblogic, Solution Architecture, PMO, Systems Analysis, Agile Methodologies, Vendor Management, Software Development, IT Strategy, SOA
Education
Seneca College of Applied Arts and Technology 1994 — 1998
Diploma in Computer Analysis & Programming (High Honors), Computer Programming
University of Mumbai 1982 — 1985
Master of Science Degree - Specialization in Plasma Physics, Physics
CGI April 2010 - Present
Rogers Communications Inc. July 2007 - February 2010
Sun Life Financial March 1997 - July 2007
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Scrum, Business Requirements, Software Project..., PMP, Integration, Enterprise Architecture, Weblogic, Solution Architecture, PMO, Systems Analysis, Agile Methodologies, Vendor Management, Software Development, IT Strategy, SOA
Education
Seneca College of Applied Arts and Technology 1994 — 1998
Diploma in Computer Analysis & Programming (High Honors), Computer Programming
University of Mumbai 1982 — 1985
Master of Science Degree - Specialization in Plasma Physics, Physics
Caissie McGrath's Sun Life Financial Experience June 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sun Life Financial June 2010 - Present
Skills
Retirement, Retirement Planning, Critical Illness, Mutual Funds, Wealth Management, Strategic Financial..., Sales, Financial Planners, Financial Advisory, Estate Planning, Disability Insurance, Wealth, Financial Planning, Wealth Accumulation, Pensions, Investment Advisory, Fixed Annuities
Education
Saint Mary's University 2005 — 2009
Commerce, Finance and Marketing
Sun Life Financial June 2010 - Present
Skills
Retirement, Retirement Planning, Critical Illness, Mutual Funds, Wealth Management, Strategic Financial..., Sales, Financial Planners, Financial Advisory, Estate Planning, Disability Insurance, Wealth, Financial Planning, Wealth Accumulation, Pensions, Investment Advisory, Fixed Annuities
Education
Saint Mary's University 2005 — 2009
Commerce, Finance and Marketing
sahar mirshafiei's Sun Life Financial Experience June 2001 - September 2005
Job Personal Banker at National Bank of Canada
Industry Banking
Experience
National Bank of Canada September 2009 - Present
National Bank of Canada September 2006 - September 2009
CIBC September 2005 - September 2006
Sun Life Financial June 2001 - September 2005
Skills
Investments, Mutual Funds, Banking, Translation, Management, Teamwork, Credit, French, Investment Banking, Portfolio Management, Customer Service, Finance, Wealth Management, Project Planning, Microsoft Office, Commercial Banking, English, Mortgage Lending, Risk Management, Strategic Financial..., Insurance, Retail Banking, Financial Analysis
Education
Shahid Beheshti University 1990 — 1995
BA, French Literature
National Bank of Canada September 2009 - Present
National Bank of Canada September 2006 - September 2009
CIBC September 2005 - September 2006
Sun Life Financial June 2001 - September 2005
Skills
Investments, Mutual Funds, Banking, Translation, Management, Teamwork, Credit, French, Investment Banking, Portfolio Management, Customer Service, Finance, Wealth Management, Project Planning, Microsoft Office, Commercial Banking, English, Mortgage Lending, Risk Management, Strategic Financial..., Insurance, Retail Banking, Financial Analysis
Education
Shahid Beheshti University 1990 — 1995
BA, French Literature
Angela Barham's Sun Life Financial Experience November 2008 - June 2010
Job Benefits Consultant at Pace Consulting Benefits & Pensions LTD.
Industry Insurance
Experience
Pace Consulting Benefits & Pensions LTD. July 2010 - Present
Sun Life Financial November 2008 - June 2010
Sun Life Financial May 2007 - November 2008
The Home Depot Canada 2003 - 2006
Source Medical 1998 - 2002
Skills
Employee Benefits, Employee Relations, Recruiting, Leadership, Strategy, CRM, Negotiation, Insurance, Human Resources, Business Development, Account Management, Coaching, Analysis, Process Improvement, Sales
Education
University of Guelph 1990 — 1997
B.A, Sociology and Marketing
Seneca College of Applied Arts and Technology 1996 — 1996
Certificate, Human Resources Management
Huron Heights
MMI
Prince Charles
Pace Consulting Benefits & Pensions LTD. July 2010 - Present
Sun Life Financial November 2008 - June 2010
Sun Life Financial May 2007 - November 2008
The Home Depot Canada 2003 - 2006
Source Medical 1998 - 2002
Skills
Employee Benefits, Employee Relations, Recruiting, Leadership, Strategy, CRM, Negotiation, Insurance, Human Resources, Business Development, Account Management, Coaching, Analysis, Process Improvement, Sales
Education
University of Guelph 1990 — 1997
B.A, Sociology and Marketing
Seneca College of Applied Arts and Technology 1996 — 1996
Certificate, Human Resources Management
Huron Heights
MMI
Prince Charles
Jolie McNish's Sun Life Financial Experience April 2000 - September 2000
Job Payroll Compliance Practitioner
Industry Accounting
Experience
ADP 2012 - Present
Global Payments May 2007 - May 2009
Global Payments November 2004 - May 2007
Price Chopper Supermarkets November 2004 - June 2005
Air Flex Heating & Cooling Ltd March 2004 - June 2004
Sun Life Financial April 2000 - September 2000
Sun Life Financial October 1998 - December 1999
Education
Seneca College of Applied Arts and Technology 2010 — 2011
APP, Accounting & Payroll
York University 2000 — 2005
Bachelor Of Arts, Liberal Studies Degree
ADP 2012 - Present
Global Payments May 2007 - May 2009
Global Payments November 2004 - May 2007
Price Chopper Supermarkets November 2004 - June 2005
Air Flex Heating & Cooling Ltd March 2004 - June 2004
Sun Life Financial April 2000 - September 2000
Sun Life Financial October 1998 - December 1999
Education
Seneca College of Applied Arts and Technology 2010 — 2011
APP, Accounting & Payroll
York University 2000 — 2005
Bachelor Of Arts, Liberal Studies Degree
Stephanie Lupinacci's Sun Life Financial Experience 2011 - Present
Job Manager, Philanthropy at Sun Life Financial
Industry Philanthropy
Experience
Sun Life Financial 2011 - Present
The Home Depot Canada 2007 - 2011
Easter Seals Society, Ontario 2004 - 2007
Skills
Corporate Communications, Event Planning, Event Management, Public Speaking, Employee Engagement, Corporate Social..., Philanthropy, Fundraising, Media Relations, Community Relations, Social Media, Program Management, Budgeting, Customer Service, Employee Relations, Microsoft Office, Special Events, PowerPoint, Communications Planning, Social Media Marketing, Non-profits, Community Development, Volunteer Management, Nonprofits, Strategic Communications
Education
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising
York University
BA, Sociology
Sun Life Financial 2011 - Present
The Home Depot Canada 2007 - 2011
Easter Seals Society, Ontario 2004 - 2007
Skills
Corporate Communications, Event Planning, Event Management, Public Speaking, Employee Engagement, Corporate Social..., Philanthropy, Fundraising, Media Relations, Community Relations, Social Media, Program Management, Budgeting, Customer Service, Employee Relations, Microsoft Office, Special Events, PowerPoint, Communications Planning, Social Media Marketing, Non-profits, Community Development, Volunteer Management, Nonprofits, Strategic Communications
Education
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising
York University
BA, Sociology
Helena Urbanova, PMP's Sun Life Financial Experience April 1998 - August 2002
Job EPPM (Planview) Integration Manager at RBC
Industry Information Technology and Services
Experience
RBC November 2013 - December 2014
eHealth Ontario January 2012 - October 2013
IBM Canada Ltd. August 2002 - February 2011
Sun Life Financial April 1998 - August 2002
Information Technology Services - Government of British Columbia July 1993 - April 1998
British Columbia Systems Corporation September 1991 - July 1993
HTS Hi-Tech Systems Ltd. June 1990 - September 1991
Ferromet Foreign Trade Corporation June 1986 - September 1988
Skills
Disaster Recovery, Project Management, Project Delivery, Project Coordination, Project Planning, Team Leadership, IT Service Management, Storage Management, Service Delivery, Risk Management, Solution Architecture, PMP, PMO, Project Portfolio..., Management, SDLC, Integration
Education
University of Toronto 2011 — 2011
PMP exam preparation course
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Science
Sun Microsystems Certification 2000 — 2000
Sun Certified Programmer for Java 2 Platform
University of Victoria 1992 — 1998
Computer Science
RBC November 2013 - December 2014
eHealth Ontario January 2012 - October 2013
IBM Canada Ltd. August 2002 - February 2011
Sun Life Financial April 1998 - August 2002
Information Technology Services - Government of British Columbia July 1993 - April 1998
British Columbia Systems Corporation September 1991 - July 1993
HTS Hi-Tech Systems Ltd. June 1990 - September 1991
Ferromet Foreign Trade Corporation June 1986 - September 1988
Skills
Disaster Recovery, Project Management, Project Delivery, Project Coordination, Project Planning, Team Leadership, IT Service Management, Storage Management, Service Delivery, Risk Management, Solution Architecture, PMP, PMO, Project Portfolio..., Management, SDLC, Integration
Education
University of Toronto 2011 — 2011
PMP exam preparation course
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Science
Sun Microsystems Certification 2000 — 2000
Sun Certified Programmer for Java 2 Platform
University of Victoria 1992 — 1998
Computer Science
luann camarda's Sun Life Financial Experience August 1980 - Present
Job Distributor Liasion at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1980 - Present
mfs 1980 - 1988
Skills
Sales Management, Customer Service, Client Services, Financial Services, Process Improvement
Education
Salem State College 1976 — 1980
bachelor of science, education
Sun Life Financial August 1980 - Present
mfs 1980 - 1988
Skills
Sales Management, Customer Service, Client Services, Financial Services, Process Improvement
Education
Salem State College 1976 — 1980
bachelor of science, education
John F. Kiernan's Sun Life Financial Experience September 2007 - Present
Job Sr.Business Systems Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2007 - Present
Sun Life Financial September 2005 - September 2007
Sun Life Financial March 1995 - September 2005
Skills
Analysis, Business Requirements, Project Management, Management, Cross-functional Team..., Requirements Gathering, Systems Analysis
Education
Salem State College 1984 — 1989
B.S., Business Administration
Sun Life Financial September 2007 - Present
Sun Life Financial September 2005 - September 2007
Sun Life Financial March 1995 - September 2005
Skills
Analysis, Business Requirements, Project Management, Management, Cross-functional Team..., Requirements Gathering, Systems Analysis
Education
Salem State College 1984 — 1989
B.S., Business Administration
Susan (Hamilton) Stoltenberg's Sun Life Financial Experience July 2013 - Present
Job Manager, Internal Communications at Sun Life Financial
Industry Public Relations and Communications
Experience
Sun Life Financial July 2013 - Present
CIBC October 2001 - Present
Bank of Montreal September 2000 - September 2001
Aastra Telecom June 1999 - June 2000
Skills
Corporate Communications, Communications Planning, Strategic Thinking, Writing, Consulting, Information Mapping, Human Resources, Coaching, PowerPoint, Windows, Outlook, Photoshop, Microsoft Word, Microsoft Excel
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Honours, Marketing Administration, Co-op Program
Sun Life Financial July 2013 - Present
CIBC October 2001 - Present
Bank of Montreal September 2000 - September 2001
Aastra Telecom June 1999 - June 2000
Skills
Corporate Communications, Communications Planning, Strategic Thinking, Writing, Consulting, Information Mapping, Human Resources, Coaching, PowerPoint, Windows, Outlook, Photoshop, Microsoft Word, Microsoft Excel
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Honours, Marketing Administration, Co-op Program
Priscilla Elizalde's Sun Life Financial Experience 2011 - 2012
Job Student at San Jose State University
Industry
Experience
YMCA of Silicon Valley September 2013 - Present
Sun Life Financial 2011 - 2012
Education
San Jose State University 2010 — 2016
Psychology
San Jose State University
Child and Adolescent Development
YMCA of Silicon Valley September 2013 - Present
Sun Life Financial 2011 - 2012
Education
San Jose State University 2010 — 2016
Psychology
San Jose State University
Child and Adolescent Development
Hariff Morales's Sun Life Financial Experience July 2013 - October 2013
Job Human Services Management Corporation
Industry Hospital & Health Care
Experience
Human Services Management Corporation March 2014 - Present
Dept Veterans Affairs October 1994 - Present
Sun Life Financial July 2013 - October 2013
Moca, Puerto Rico August 1976 - May 1978
Skills
First Aid, HIPAA, Cpr Certified, Public Speaking, Training, Microsoft Office, Microsoft Word, Leadership, Nonprofits, Customer Service, Community Outreach, Microsoft Excel, Access, Data Entry, Healthcare, Team Building, Event Planning
Education
Salter College-West Boylston 2012 — 2013
Certificate Program for Medical Billing and Coding, Medical Billing and Coding
University of Puerto Rico 1973 — 1976
Human Services Management Corporation March 2014 - Present
Dept Veterans Affairs October 1994 - Present
Sun Life Financial July 2013 - October 2013
Moca, Puerto Rico August 1976 - May 1978
Skills
First Aid, HIPAA, Cpr Certified, Public Speaking, Training, Microsoft Office, Microsoft Word, Leadership, Nonprofits, Customer Service, Community Outreach, Microsoft Excel, Access, Data Entry, Healthcare, Team Building, Event Planning
Education
Salter College-West Boylston 2012 — 2013
Certificate Program for Medical Billing and Coding, Medical Billing and Coding
University of Puerto Rico 1973 — 1976
Elena Agostino's Sun Life Financial Experience February 2014 - Present
Job Disability Case Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
New Realm Vocational & Management Services Inc May 2013 - February 2014
Acclaim Ability Management Inc. September 2012 - April 2013
Rehabilitation Network Canada Inc. September 2011 - April 2012
COSTI Immigrant Services June 2010 - August 2010
Skills
case management, counselling, vocational, rehabilitation, Analysis, Disability Management, Stress Management, Job Search Strategies, Management, Job Coaching, Mental Health Counseling, Career Counseling, Social Services, Case Managment, Counseling Psychology, Rehabilitation, Conflict Resolution, Training, Case Management, Career Assessment, Coaching, Customer Service, Public Speaking
Education
York Univeristy 2008 — 2013
Bachelor of Arts (Honours), Psychology
Seneca College of Applied Arts and Technology 2011 — 2013
Rehabilitation Services Certificate
Sun Life Financial February 2014 - Present
New Realm Vocational & Management Services Inc May 2013 - February 2014
Acclaim Ability Management Inc. September 2012 - April 2013
Rehabilitation Network Canada Inc. September 2011 - April 2012
COSTI Immigrant Services June 2010 - August 2010
Skills
case management, counselling, vocational, rehabilitation, Analysis, Disability Management, Stress Management, Job Search Strategies, Management, Job Coaching, Mental Health Counseling, Career Counseling, Social Services, Case Managment, Counseling Psychology, Rehabilitation, Conflict Resolution, Training, Case Management, Career Assessment, Coaching, Customer Service, Public Speaking
Education
York Univeristy 2008 — 2013
Bachelor of Arts (Honours), Psychology
Seneca College of Applied Arts and Technology 2011 — 2013
Rehabilitation Services Certificate
Donna Lee Hodgins's Sun Life Financial Experience April 2014 - Present
Job Health Management Consultant & Personal Trainer
Industry Health, Wellness and Fitness
Experience
Sun Life Financial April 2014 - Present
Self-employed January 2011 - Present
Banyan Work Health Solutions January 2011 - April 2014
March of Dimes Canada June 2009 - April 2011
The Co-operators December 1998 - December 2008
Workers Compensation Board of Ontario January 1990 - April 1997
Skills
Return to Work Planning, Personal Training, Vocational..., Client Counseling, Workers' Compensation..., Claims Management, Customer Engagement, Service Delivery, Needs Analysis, Special Needs..., Insurance Law, Customer Insight, Creative Writing, Client Relations Skills, Employer Engagement, Investigative Reporting, Health & Welfare..., Experience Working with..., Child Welfare, Workplace Coaching, Workers Compensation, Workplace Solutions, Reactivation, Rehabilitation..., Benefits Administration, Claims Resolution, Mental Health Counseling, Risk Assessment, Occupational Health, Strategic Negotiations, Disability Benefits, Disabilities, Disability Management, Return to Work, Vocational Education, Claim, Job Coaching, Career Counseling, Case Management, Coaching
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Rehabilitation Counselling (Honours), Vocational Rehabilitation Counseling/Counselor
The University of Lethbridge
Bachelor of Arts (B.A.), Counseling Psychology
Sun Life Financial April 2014 - Present
Self-employed January 2011 - Present
Banyan Work Health Solutions January 2011 - April 2014
March of Dimes Canada June 2009 - April 2011
The Co-operators December 1998 - December 2008
Workers Compensation Board of Ontario January 1990 - April 1997
Skills
Return to Work Planning, Personal Training, Vocational..., Client Counseling, Workers' Compensation..., Claims Management, Customer Engagement, Service Delivery, Needs Analysis, Special Needs..., Insurance Law, Customer Insight, Creative Writing, Client Relations Skills, Employer Engagement, Investigative Reporting, Health & Welfare..., Experience Working with..., Child Welfare, Workplace Coaching, Workers Compensation, Workplace Solutions, Reactivation, Rehabilitation..., Benefits Administration, Claims Resolution, Mental Health Counseling, Risk Assessment, Occupational Health, Strategic Negotiations, Disability Benefits, Disabilities, Disability Management, Return to Work, Vocational Education, Claim, Job Coaching, Career Counseling, Case Management, Coaching
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Rehabilitation Counselling (Honours), Vocational Rehabilitation Counseling/Counselor
The University of Lethbridge
Bachelor of Arts (B.A.), Counseling Psychology
Danielle Baratta's Sun Life Financial Experience April 2015 - Present
Job Sr Long Term Disability Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2015 - Present
Unum February 2005 - April 2015
Education
Salem State University 1995 — 1997
Sun Life Financial April 2015 - Present
Unum February 2005 - April 2015
Education
Salem State University 1995 — 1997
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.