Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
TELUS June 2013 - Present
Disability Management Institute February 2013 - June 2013
Sun Life Financial June 2012 - February 2013
TELUS Sourcing Solutions June 2007 - June 2012
AFL Enterprise June 2003 - June 2007
RBC Credit Card Services August 1998 - June 2003
Skills
Customer Service, Coaching, Microsoft Office, Employee Engagement, Disability Insurance, Employee Benefits, Disability Management, Employee Relations, Case Managment, Long-term Care, Benefits Administration, Workers Compensation, Conflict Resolution, Claims Management
Education
Simon Fraser University
Bachelor of Arts, Psychology
Vista Geomatics Ltd. January 2015 - Present
Konica Minolta Business Solutions: Business Intelligence Services & Enterprise Content Management June 2013 - January 2015
Visions November 2007 - July 2013
Sun Life Financial April 2009 - May 2010
Skills
Customer Satisfaction, Sales, Strategic Planning, Account Management, Sales Management, Sales Presentations, New Business Development, Handling ATV, Ground Disturbance..., H2S Alive, First Aid, Transportation of..., Cold Calling
Education
Simon Fraser University 2004 — 2006
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Thompson Rivers University 2001 — 2004
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Sun Life Financial September 2014 - Present
Liberty Mutual Insurance January 2012 - Present
John Hancock Financial Services August 2010 - December 2011
Southern New Hampshire University August 2007 - May 2010
Manchester Monarchs October 2007 - March 2010
Story Land May 2002 - October 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Publisher, Report Writing, Procedure Manuals, Employee Training, Property & Casualty..., Team Management, Fundraising, Invoicing, Sales, Accounting, Marketing, Research, Time Management, Data Entry, Analysis, Finance, Outlook, Insurance, Teamwork, Data Analysis, Customer Satisfaction, Call Centers, Training, Leadership, Administration, PowerPoint, Process Improvement, Management, Customer Retention, Microsoft Office, Customer Experience, Spreadsheets, Telephone Skills, Public Speaking
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Finance/Ecomonics, Cum Laude
Sun Life Financial August 2014 - Present
Tamas Hyrdronic Inc. August 2007 - August 2014
Volkswagen 2003 - 2007
Skills
Customer Satisfaction, Automotive, Sales, Marketing Strategy, Sales Management, Automobile, New Business Development, Customer Service, Account Management, Business Development, Negotiation, Pricing, Marketing, Sales Operations, Sales Process, Purchasing, Team Building, Product Development, Life Insurance, Management
Education
Southern Alberta Institute of Technology 2000 — 2003
Business Management
Investment Funds Institute Of Canada, IFIC
LIfe License Qualification Program (LLQP)
Sun Life Financial April 2015 - Present
Sun Life Financial October 2010 - April 2015
Misai japanese sushi December 2006 - January 2010
Forbidden seafood restaurant July 2004 - December 2006
Skills
Finance, Retirement Planning, Insurance, Employee Benefits, Mutual Funds, Financial Services, Investments, Pensions, Wealth Management, Financial Advisory, Financial Analysis, Strategic Financial..., Sales, Retirement, Fixed Annuities, Critical Illness
Education
Southern Alberta Institute of Technology 2002 — 2005
Perfessional Cooking, Cooking and Related Culinary Arts, General
Sun Life Financial August 2014 - Present
VA Medical Center September 2008 - August 2014
Connecticut VA Healthcare System September 2007 - May 2008
Seacoast Mental Health Center September 2006 - May 2007
The Bridge Family Center September 2004 - June 2006
DCYF Wilderness School June 2004 - September 2004
Area Homecare April 2002 - October 2003
Skills
Public Speaking, Healthcare, Team Building, Case Managment, Mental Health, Crisis Intervention, Group Therapy, Psychotherapy, Process Improvement, Case Management, Medical Social Work, Management, Post Traumatic Stress, Research
Education
Smith College 2006 — 2008
MSW, Social Work
The University of New Hampshire 2000 — 2004
Bachelor of Arts (BA), Social Work
Sun Life Financial January 2014 - Present
Ten Thousand Villages Canada February 2007 - December 2013
Tomlin Industries May 2005 - October 2006
Farrow & Ball April 2004 - April 2005
Skills
Graphic Design, Marketing, French, Marketing Communications, Logo Design, Illustration, Adobe Creative Suite, Mac OS, Project Planning, Vector Illustration, Layout, Photoshop, InDesign, Creative Writing, Soft Proofing, Print Management, Web Graphics, Digital Photography, Photo Editor, Illustrator, Media Relations, Collaboration, Branding & Identity, Art, Photography, Creative Direction
Education
Sheridan College 2003 — 2004
Post Graduate Certificate, Advanced Illustration
University of Waterloo 1999 — 2002
Bachelor of Arts (BA), Fine Arts
Sun Life Financial October 2014 - Present
ACE Group May 2009 - October 2014
Hub Financial January 2007 - May 2009
Great-West Life and Annuity Insurance Company May 2001 - June 2005
Skills
Insurance, Employee Benefits, New Business Development, Sales Management, Group Presentations, Marketing Communications, Critical Illness, Disability Insurance, Risk Management, Sales, Management, Property & Casualty..., Marketing, Business Development, Brokers, Health Insurance, Life Insurance
Education
Simon Fraser University
BBA, Accounting and Marketing
Vancouver College 1990 — 1995
High School (honors), Sciences
Sun Life Financial April 2002 - Present
Sun Life Financial November 2006 - January 2009
RBC July 1985 - December 2005
Skills
Mutual Funds, Fixed Annuities, Retirement, Insurance, Retirement Planning, Life Insurance, Critical Illness, Wealth Management, Disability Insurance, Term Life Insurance, Long-term Care, Pensions, Financial Advisory, Financial Planners, Retirement Savings, Wealth, Strategic Financial..., Investments, Estate Planning, Health Insurance, Wealth Accumulation, Savings, Personal Finance, Investment Strategies, Segregated Funds, Investment Advisory, Income Protection, Financial Planning
Education
CFP studies
Member of Advocis
Life License and Mutual Funds
Acton District High School
Sheridan College
Human Resources
Liberty Mutual Insurance October 2014 - Present
Sun Life Financial September 2012 - October 2014
State of New Hampshire DOT August 2009 - October 2012
Sun Life Financial August 2011 - September 2012
Newport Computer Services January 2011 - August 2011
Liberty Mutual via Bonney Staffing May 2009 - August 2009
AT&T Government Solutions July 2007 - February 2009
Skills
Customer Service, Teamwork, Communication Skills, Microsoft Word, Microsoft Office, Microsoft Excel, Verbal De-escalation, Oral & Written..., Time Management, Analytical Skills, Short-Term Disability..., Outstanding..., Medical Terminology, Risk Assessment, Business Process..., Problem Solving, Employee Training, Computer Proficiency, leadership, Organization, Business Process, Medical Underwriting, Group Insurance, Logistics, Access, Critical Thinking, Telephone Skills, Data Analysis, Claim, Administrative..., Lotus Notes, Insurance, HIPAA, Highly detail oriented, Administrative Work, Team Leadership, Call Centers, Data Entry, Office Administration, Goal Oriented, PowerPoint, Outlook, Software Documentation, Training, Leadership, Analysis, Computer Hardware, Troubleshooting, Spreadsheets, Administration
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration
Colby-Sawyer College 2006 — 2007
Business Administration and Management, General
CF Canada Financial January 2015 - Present
Desjardins Financial Security Independent Network - New Westminster July 2013 - January 2015
Global RESP Corporation June 2011 - July 2013
Sun Life Financial April 2009 - May 2011
World Financial Group (WFG) February 2008 - April 2009
Skills
Event Management, Event Planning, Public Relations, Social Media, Public Speaking, Customer Service, Negotiation, Strategic Planning, Insurance, Coaching, New Business Development, Marketing Strategy, Sales, Sales Management, Entrepreneurship, Marketing Communications, Small Business, Investments, Leadership Development, Recruiting, Wealth Management, Budgets, Critical Illness, Contract Negotiation, Financial Advisory, Training, Management, Finance, Leadership, Retirement Planning, Mutual Funds, Financial Services, Strategic Financial..., Employee Benefits, Retirement, Life Insurance, Fixed Annuities, Disability Insurance, Financial Planners, Long-term Care, Wealth, Pensions, Term Life Insurance, Investment Strategies, Securities
Education
University of Toronto 2006 — 2007
Master's degree, History
Simon Fraser University 2004 — 2006
Bachelor of Arts (BA), History
Sun Life Financial December 2013 - Present
Worldsource Financial Management July 2012 - November 2013
Skills
Insurance, Outlook, Customer Service, Stylistic Editing, Copy Editing, Disability Insurance, Structural Editing, Life Insurance, Proofreading, Microsoft Excel, PowerPoint, Teamwork
Education
Simon Fraser University 2013 — 2015
Certificate in Editing, Publishing and Editing
University of Victoria 2006 — 2011
Bachelor of Arts (B.A.), Art History and English
Sun Life Financial June 2014 - Present
RBC May 2013 - July 2013
Peaupassion 2009 - 2012
Consumo Consultores (Global Consulting) July 2004 - February 2009
Citibank January 2003 - September 2003
Citibank January 1999 - December 2002
Citibank December 1997 - December 1998
Skills
Banking, Credit Analysis, Sales Management, Commercial Banking, Teamwork, Customer Service, Documentation Practices, Project Management, Negotiation, Loans, Credit, Leadership, Coaching, Finance, Management, Financial Services
Education
Financial Services Commission of Ontario
LLQP - Life Licence Qualification Program
IFSE Institute
Canadian Investment Funds Course (CIFC)
Omega Performance - RBC Campus 2013 — 2013
Financial Analysis Certification Small Business
Sheridan College 2012 — 2013
ELT(Enhanced Language Training)
UQAM 2011 — 2011
French Studies
University of Montreal 2010 — 2011
French Studies
Top Management 1998 — 1999
Sales and Marketing Specialization
Politecnico Grancolombiano 1992 — 1997
Bachelor's degree of Business Administration, Banking and Financial Support Services
Rocky View County July 2015 - Present
Sun Life Financial July 2011 - June 2015
TalentCorp 2001 - 2015
TalentCorp 2001 - 2015
Sun Life Financial March 2002 - July 2011
Syncrude Canada Ltd. September 2001 - April 2003
Intuit May 1999 - September 2001
Maxim Systems Edmonton May 1998 - July 1999
Skills
Disaster Recovery, Lotus Notes, Active Directory, SharePoint, IT Strategy, Vendor Management, Change Management, IT Management, Incident Management, SCCM, PMP, Process Improvement, SQL, Requirements Analysis, Systems Analysis, PMO, ITIL, Leadership, Mcafee Endpoint..., Mcafee ePolicy..., Systems Center..., Enterprise Architecture, Microsoft SQL Server, Security, Servers, Project Management, Windows Server, VMware, Windows 7, C#, VBScript, McAfee, Citrix Metaframe, VMware Infrastructure, Liquidware, DNS management, Exchange 2010/2007/2003, Wyse, Apache, Debian, Group Policy, Mentoring, Snacks, DHCP, Citrix, Software Documentation, Troubleshooting, VMware ESX, DNS
Education
Citrix Education 2012 — 2012
Citrix 6.5 Administration
Global Knowledge 2012 — 2012
Deploying System Center 2012 Configuration Manager (M10748)
Vmare 2011 — 2011
VMware vSphere: Fast Track [V4]
Dale Carnegie 2010 — 2010
Certificate of completion of Leader Ship Training for Manager
Southern Alberta Institute of Technology 2008 — 2009
.Net Development Certificate of Achievement
Southern Alberta Institute of Technology 2005 — 2008
Bachelor of Applied Technology Information Systems, System, Networking, and LAN/WAN Management/Manager, Honours
Southern Alberta Institute of Technology 2004 — 2006
IT Security and Compliance Certificate of Achievement
Southern Alberta Institute of Technology 2002 — 2004
Certified Networking Associate Certificate
Northern Alberta Institute of Technology 1996 — 2001
Network Engineering, Honours
ASET
Certified Engineering Technologist
PerkinElmer, Inc. April 2014 - Present
Sun Life Financial May 2013 - April 2014
PTC March 2013 - May 2013
National Grid June 2012 - March 2013
Endeca September 2011 - December 2011
Boston University May 2003 - June 2011
Babson College September 2001 - September 2002
Skills
Writing, Research, Editing, Microsoft Office, Social Media, PowerPoint, Content Management, Google Analytics, Microsoft Excel, CMS, HTML, CSS, WordPress, Liferay, Photoshop, Adobe Fireworks, Microsoft Publisher, SharePoint, Documentation, Organization &..., Outstanding..., Customer Service, Internet, Strategic Planning, Software Documentation, Content Development, Mac, Project Management, Web Content, Program Management, Salesforce.com, Training, Dreamweaver, Analysis, Information Architecture, Management, Web 2.0, Technical Writing, Adobe Acrobat, Publishing, User Experience, Social Networking, Web Design, Facebook, Taxonomy, Blogging, Knowledge Management, Usability Testing, Web Content Management, SEO
Education
Simmons College 1999 — 2001
MS, Library & Information Science
University of Colorado Boulder 1988 — 1992
BA, Psychology
Sun Life Financial September 2014 - Present
Sun Life Financial May 2013 - September 2014
Starbucks March 2010 - May 2013
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Data Entry, Teamwork
Education
Southern New Hampshire University
Finance Economics
Sun Life Financial December 2012 - Present
Sun Life Financial of Canada October 2011 - November 2012
BLJC 2006 - 2009
Sun Life Financial of Canada 2004 - 2006
ADD+ 2002 - 2004
Skills
AutoCAD, Microsoft Office, Leadership, Project Management, Project Planning, Analysis, Software Documentation, Strategic Planning, Management, Furniture, Budgets, Team Leadership, Contract Negotiation, Customer Service, Microsoft Excel, Move Management, PowerPoint, Microsoft Word, Contract Management, MS Project, Project Coordination, Negotiation, Teamwork, Team Building, Vendor Management, Process Scheduler
Education
University of Guelph 2009 — 2011
Commerce, Public Management
Sheridan College 1999 — 2002
Interior Design
CoreNet Seminar Series
MCR.w
Sun Life Financial June 2014 - Present
Streampoint Solutions Inc. October 2013 - June 2014
Research In Motion May 2012 - August 2013
The Royal College of Dentists of Canada April 2012 - April 2012
Research In Motion September 2011 - December 2011
Apple Canada Inc June 2009 - August 2011
Apple Retail September 2008 - June 2009
Wal Mart Canada April 2004 - September 2008
Skills
Project Planning, MS Project, Cross-functional Team..., Project Management, Employee Training, Project Coordination, Teamwork, Customer Service, Program Management, Microsoft Office, Team Leadership, OS X, Troubleshooting, Mobile Devices, Blackberry, Recruiting, Testing, Time Management, Stakeholder Management, Strategic Planning, Social Media, Interviews, Process Improvement, Business Process..., PMP, Project Delivery, Social Networking, iOS, System Administration, Project Status Reporting, Software Project..., Issue Management, Stakeholder Engagement, Project Governance, Resource Management, Risk Assessment, Risk Management, Customer Focus, Analytical Writing, Sales Presentations, Data Extraction, New Product Release, New Product..., User Experience, Training & Development, Administration, Inventory Management, CRM, Managing Project Budgets, Solutions Design
Education
University of Toronto 2005 — 2010
Honors Bachelor of Arts, Political Science Specialist
Sheridan College
Project Management
Sheridan College 2011 — 2012
Post Graduation, Human Resources Management
St Joes 2001 — 2005
Vancouver Coastal Health March 2014 - Present
Fraser Health Authority July 2011 - Present
Sun Life Financial October 2012 - March 2014
City of Burnaby October 2011 - September 2012
Rogers Communications November 2011 - June 2012
Physiomed Health May 2011 - August 2011
Skills
Cpr Certified, Healthcare, Coaching, Customer Service, Leadership, Training, Data Analysis, Teamwork, Team Leadership, Rehabilitation, Case Management
Education
Simon Fraser University 2013 — 2014
Diploma
Simon Fraser University 2005 — 2010
Bachelor of Science
Sun Life Financial January 2013 - Present
KPMG China October 2007 - December 2011
KPMG China August 2004 - September 2007
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis
Education
Shanghai University of Finance and Economics 2000 — 2004
Bachelor's degree, Accounting
Sun Life Financial February 2014 - Present
Transat November 2008 - January 2014
WG Pro-Manufacturing Inc. June 2002 - November 2008
Skills
Human Resources, Time Management, HRIS, Recruiting, Employee Benefits, Training, Payroll, Coaching, Personnel Management, HR Policies, Policy, Management, Administration, Employee Relations, Onboarding, Employee Leave...
Education
Sheridan College 2008 — 2010
Human Resources Management
Sheridan College 2008 — 2008
Payroll Administration
John Hancock Financial Services January 2013 - June 2014
John Hancock Financial Services November 2011 - January 2013
John Hancock Financial Services August 2008 - November 2011
John Hancock Financial Services June 2005 - July 2008
Sun Life Financial 2001 - 2005
Sun Life Financial 1999 - 2001
Fleet Financial Group 1997 - 1999
Fleet Financial Group 1995 - 1997
Fleet Financial Group 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Financial Services, Financial Modeling, Financial Reporting, Internal Controls, Accounting, Risk Management, Sarbanes-Oxley Act, Finance, Business Analysis, Insurance, IT Financial Management, Project Portfolio..., Cost Benefit Analysis, Vendor Management, Financial Risk, Cost Benefit, Financial Planning
Education
Siena College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Sun Life Financial June 2014 - Present
Walgreens August 2013 - November 2013
Walgreens June 2013 - August 2013
Geisinger Health System June 2012 - June 2012
Penn State University September 2010 - August 2011
Seoul National University May 2010 - August 2010
Skills
Statistics, Microsoft Excel, Risk Management, Visual Basic, Mathematics, Actuarial Science, R, Data Analysis, Financial Modeling, SAS programming, VBA, @Risk, Microsoft Office
Education
Penn State University 2009 — 2014
Bachelor of Science, Actuarial Science
Sogang University 2010 — 2010
General Studies, Korean Studies Summer Program
PrimeService Insrance June 2010 - Present
Sun Life Financial October 2009 - June 2010
MAKB Import Export Corp. May 2006 - December 2009
Skills
Disability Insurance, Life Insurance, Health Insurance, Critical Illness, Long Term Care Insurance, Term Life Insurance, Savings, Financial Advisory, Employee Benefits, Commercial Insurance, Financial Planners, Long Term Care, Home Insurance, Auto Insurance, Liability Insurance, Business Insurance, Drug and Dental..., Travel Insurance, Super Visa Insurance, Property Insurance, Health Insurance for...
Education
York University 2007 — 2011
Bachelor of Administrative Studies, Finance
Sharif University of Technology 2000 — 2003
Bachelor of Science, Computer Science
Sun Life Financial October 2011 - Present
Sun Life Financial September 2009 - September 2011
Manulife Financial August 2004 - September 2009
Manulife Financial December 2003 - August 2004
Arthur Andersen LLP, Shanghai China September 1999 - June 2001
Arthur Andersen LLP. Shanghai China July 1997 - September 1999
Skills
Internal Controls, Accounting, Variance Analysis, Financial Analysis, US GAAP, IFRS, Tax, Financial Reporting, Managerial Finance, Consolidation, CPA, Income Tax, Cash Flow, GAAP, Financial Audits, Internal Audit, Finance, Financial Statements, External Audit
Education
York University - Schulich School of Business 2002 — 2003
MBA, Finance/Accounting
Shanghai University of Finance and Economics 1993 — 1997
Bachelor, International Accounting
Sun Life Financial July 2014 - Present
Wyskiel, Boc, Tillinghast & Bolduc March 2012 - July 2014
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Westlaw, Commercial Litigation, Legal Assistance, Courts, Trials, Corporate Law, Personal Injury, Intellectual Property, Insurance, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Time Management, Employee Benefits, Outlook, Claims Management, Analysis
Education
Norwich University
Master of Business Administration (M.B.A.), Project Management
Southern New Hampshire University 2012 — 2015
Bachelor of Arts (B.A.)
Sun Life Financial August 2015 - Present
Silverstone Jewellery Canada May 2013 - March 2015
Enactus November 2013 - January 2015
Government of Alberta May 2014 - August 2014
SoftMoc October 2012 - April 2013
Subway June 2010 - June 2012
Skills
Customer Service, Teamwork, Financial Accounting, Sales, Data Entry, Financial Analysis, Time Management, Retail Sales, Microsoft Office, Invoicing, Inventory Management, Food, Customer Satisfaction, Entrepreneurship, Sales Operations, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint
Education
Southern Alberta Institute of Technology 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.36
National Life Group May 2013 - Present
Sun Life Financial September 2009 - May 2013
United Bank for Africa, PLC October 2008 - September 2009
Financial Guaranty Insurance Company (FGIC) February 2004 - September 2008
Merrill Lynch May 1986 - February 2004
Merrill Lynch March 2001 - October 2001
Merrill Lynch February 2000 - March 2001
Merrill Lynch February 1998 - February 2000
Merrill Lynch October 1996 - February 1998
Merrill Lynch November 1992 - October 1996
Skills
Talent Management, Leadership Development, Compensation, Insurance, Benefits, Human Resources, Talent Acquisition, Employee Relations, Employee Engagement, Executive Compensation, Executive Management, Executive Coaching, Facilities Management, Facilities Planning, Internal Communications, Conflict Resolution, Conflict Management, Wealth Management, Investment Banking, Commercial Banking, Asset Management, Diversity, Diversity Strategy, Diversity Recruitment, Employee Benefits, Deferred Compensation, Recruiting, Organizational..., Securities, Asset Managment, Series 7, Executive Pay, Banking, Sourcing, Policy, Equities, Succession Planning, Change Management, Investments, Leadership, Mergers & Acquisitions, Personnel Management, Performance Management, Financial Services, Training, Organizational Design, Finance, Portfolio Management, Organizational..., Management
Education
Shaw University 1982 — 1986
Bachelor of Arts (B.A.), International Relations
Capital Markets and Investor Relations January 2014 - Present
Hudbay Minerals Inc. 2009 - 2014
Barnes McInerney Inc. 2004 - 2009
RBC Royal Bank 2003 - 2004
Sun Life Financial 2001 - 2003
CSA International 1997 - 2001
Skills
Investor Relations, Corporate Communications, Media Relations, Strategy, Mergers & Acquisitions, IPO, Strategic Communications, Marketing Communications, Reputation Management, Capital Markets, Crisis Communications, Leadership, Speech Writing, Communications Planning, Business Strategy, Strategic Planning, Business Development, Mergers, Mining, Corporate Social..., Public Affairs, Internal Communications, Press Releases, Due Diligence, Securities, Gold, Corporate Governance, Valuation, Public Relations, Public Speaking
Education
Sheridan College
Post Grad Diploma, Journalism
University of Waterloo
Bachelor of Arts, History
Sun Life Financial January 2012 - Present
Canwebhost 1997 - 2003
ARAMARK Refreshment Services 1984 - 1991
Skills
Critical Illness, Life Insurance, Group Benefit Plans, Retirement Planning, Long Term Care Insurance, Customer Service, Mutual Funds, TFSA, RRSP, RESP, Disability Insurance, Fixed Annuities, Wealth Management
Education
Sheridan College 2005 — 2009
Interior Decorating Certificate
Southern Alberta Institute of Technology 1995 — 1998
Intermediate Accounting Certificate
CORE benefit consulting ltd January 2012 - Present
Sun Life Financial September 2003 - December 2011
Skills
Group Benefit Plans, Employee Benefits, Health Insurance, Benefits Administration, Benefits Design, Dental Insurance, Customer Service, Customer Retention, Customer Support, Customer Satisfaction, Group Insurance, Life Insurance, Insurance, Sales, Critical Illness, Disability Insurance
Education
Simon Fraser University 1998 — 2003
Bachelor of Arts (BA), Psychology
International Foundation of Employee Benefit Plans
GBA (Group Benefits Associate)
Sun Life Financial July 2014 - Present
Ornge January 2013 - March 2014
KCS Management & Consultancy February 2011 - September 2012
KPMG China February 2004 - February 2011
Ernst & Young September 2001 - January 2004
Skills
Financial Analysis, Finance, US GAAP, Internal Controls, IFRS, Auditing, GAAP, Sarbanes-Oxley Act, Accounting, Financial Reporting, Due Diligence, Financial Accounting, Corporate Finance, Risk Management, External Audit, Financial Audits, Internal Audit, Assurance, Business Process..., Tax, Consolidation, Corporate Tax, Mergers & Acquisitions, SAP, Budgets, Financial Statements, Process Improvement, Financial Modeling
Education
CFA Institute 2015 — 2017
Level I
Shanghai International Studies University 1997 — 2001
Bachelor, International finance (English oriented)
H&R Block, Toronto
Personal Income tax
Alliance Francaise 2010 — 2012
French Language and Literature, Level 4
JP Morgan Chase Bank N.A. May 2014 - Present
TD August 2012 - August 2013
TD Canada Trust May 2010 - September 2012
State Farm Insurance June 2009 - May 2010
Sun Life Financial April 2006 - July 2009
Royal Vending May 2001 - April 2006
Skills
Insurance, Retirement Planning, Strategic Financial..., Business Planning, Small Business Lending, Investments, Risk Management, Portfolio Management, Product Management, Finance, Small Business..., Wealth Management, Life Insurance, Loans, Credit Insurance, Disability Insurance, Advertising, Residential Mortgages
Education
Sheridan College 2005 — 2006
Post Graduate Certificate, Financial Planning
Sheridan College 2002 — 2005
Diploma, Business Administration, Finance
Blakelock 1996 — 2001
Sun Life Financial August 2014 - Present
Sun Life Financial September 2013 - August 2014
Quarry Integrated Communications April 2008 - August 2013
Schout Communities Ltd 2005 - 2008
Danby Products Limited 2004 - 2005
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Strategy, Marketing, Digital Strategy, Marketing Automation, SEM, Demand Generation, Eloqua, Social Media Marketing, Email Marketing, Advertising
Education
Sheridan College 2003 — 2004
Post Graduate, Marketing Managment
University of Guelph 1999 — 2003
BA
Sun Life Financial December 2013 - December 2014
CIGNA Healthcare February 2013 - December 2013
RightClick Recruiting - Webster Bank May 2012 - September 2012
The Hartford Insurance Group January 2008 - May 2012
Mohawk Learning Center December 1998 - 2011
Waterbury Companies, Inc. October 2002 - March 2007
Outpost.com January 1999 - April 2001
Lockheed Martin IMS 1995 - 1998
Oppenheimer & Co. Inc. 1984 - 1995
Skills
Business Analysis, Agile Project Management, SDLC Expertise, Documentation, Requirements Analysis, Microsoft Project, Negotiation, Testing, Program Administration, Microsoft Office, Microsoft Word, Scrum, HP Quality Center, Payment Processing, Visio, Business Process Mapping, disbursement processing, Oracle Applications, PeopleSoft, Image Processing, Financial Analysis, Financial Reporting, Investor Relations, Corporate Governance, Corporate Transactions, Software Documentation, Quality Center, Process Improvement, IT Infrastructure Design, IT Infrastructure..., Financial Services, Management, MS Project, Program Management, Business Intelligence, Agile Methodologies, SDLC, E-commerce, Systems Analysis, Business Requirements, Requirements Gathering, Vendor Management, Leadership
Education
Skidmore College 1977 — 1981
BA
Granite Point Productions INC January 2003 - Present
Sun Life Financial 1987 - 2002
Skills
Marketing Communications, Corporate Communications, Internal Communications, Integrated Marketing, Digital Marketing, Video, Editing, Video Production, Producing, Broadcast, Copywriting, Strategic Planning, New Media
Education
Sheridan College 1980 — 1983
Media ArtsDiploma, Media Arts
Boston Scientific July 1999 - Present
Sun Life Financial 1985 - 1999
Zayre Corp 1981 - 1984
Skills
Corporate Governance, Patents, Corporate Law, Contract Negotiation, Due Diligence, Regulatory Affairs, Internal Audit, ISO 13485, Management, Policy, Training, Compliance, Talent Management, Legal Writing, Leadership, Analysis, Mergers & Acquisitions, Governance, Licensing, ISO 14971, Legal Compliance, Cross-functional Team...
Education
Southeast Missouri State University
Manulife Financial May 2014 - Present
Manulife Financial February 2012 - May 2014
Manulife Financial February 2010 - February 2012
Manulife Financial November 2008 - February 2010
Sun Life Financial May 2007 - November 2008
Chrysler Financial September 2006 - May 2007
Skills
Problem Solving, Risk/Reward Analysis, Requirements Gathering, Business Requirements, Team Leadership, System Testing, User Acceptance Testing, Management, Software Documentation, Visio, Group Benefit Plans, Life Insurance, Universal Life, Group Retirement, Underwriting, Project Charter, Process Flow..., Process Engineering, Task Management, Work Group Organization, Microsoft Excel, End User Training, Test Case Generation, Microsoft Word, Microsoft Visio, Process Design, Quick Thinker, Organization, Business Analysis, Employee Benefits, Leadership, Project Management, Analysis, Systems Analysis, Lotus Notes, Insurance, Training, Process Improvement, Health Insurance, Business Process..., Requirements Analysis, Use Case Analysis, UAT coordination, Business Process
Education
Sheridan College 1995 — 1999
Diploma, Business Administration Accounting Co-Op
Glenview Park Secondary School 1990 — 1993
Diploma, Math, Science, Language
Sun Life Financial December 2014 - Present
Investment Planning Counsel January 2014 - Present
Scotiabank November 2010 - Present
Scotiabank September 2009 - November 2010
Manulife Securities June 2006 - August 2008
Skills
Investments, Strategic Financial..., Banking, Finance, Financial Risk, Financial Services, Mutual Funds, Portfolio Management, Sales, Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Loans, Financial Planning, Customer Service
Education
Sheridan College
Wilfrid Laurier University
Wilfrid Laurier University
Honours BA, Psychology2002
Manulife August 2015 - Present
Manulife June 2013 - Present
Manulife Financial August 2008 - May 2013
MCAP 2006 - 2008
Sun Life Financial 1998 - 2006
Skills
Business Analysis, Requirements Analysis, Software Documentation, User Acceptance Testing, Quality Assurance, Process Improvement, Business Requirements, Quality Center, Systems Analysis, Visio, Microsoft Office, Testing, Databases, Microsoft SQL Server, SQL, SharePoint, Documentation, Test Director, MS Office Suite, QA Automation Tools, SDLC, Requirements Gathering, Software Project..., Vendor Management, Business Process, Training, PowerPoint, MS Project, Project Management, Client Interfacing..., Scheduling Management, Test Strategy, Integration, Financial System..., Mainframe Testing, System Integration..., Test Management
Education
Sheridan College 1989 — 1992
2 yrs, Fashion Design
Bluevale Collegiate Institute 1984 — 1989
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Travelers August 2013 - September 2014
Liberty Mutual Insurance May 2012 - July 2013
Liberty Mutual Insurance June 2011 - May 2012
Liberty Mutual Insurance September 2010 - June 2011
Sun Life Financial July 2009 - August 2010
Skills
Economics, Research, Actuaries, Data Analysis, Statistics, Social Media, Editing, Microsoft Excel, Tutoring, Access, Actuarial Science, SAS, Statistical Modeling
Education
Smith College 2005 — 2008
Bachelor of Arts, Mathematics
Sun Life Financial May 2011 - Present
Akerman Senterfitt April 2004 - April 2011
Education
Simmons College
University of Virginia School of Law
Sun Life Financial 2008 - Present
Skills
Estate Planning, Strategic Financial..., Pensions, Investments, Mutual Funds, Employee Benefits, Disability Insurance, Long-term Care, Retirement Planning
Education
Sheridan College 1983 — 1986
3 Year Business, Marketing
Sun Life Financial July 2013 - Present
Sun Life Financial August 2012 - July 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Sun Life Financial March 2010 - August 2010
Maple Leaf April 2008 - May 2009
Skills
Business Analysis, Finance, Financial Analysis, Financial Modeling, Project Management, Management, Investments, Financial Services, Analytical Skills, Corporate Finance, Strategic Financial..., Social Media, Forecasting, Risk Management, Accounting, Portfolio Management, Business Intelligence, Insurance, Digital Strategy, Data Analysis, Business Process..., Relationship Management
Education
University of Toronto 2006 — 2010
Bachelor of Commerce, Finance And Economics
University of Michigan
Lean Six Sigma Green Belt Program
Sheridan College 2005 — 2006
Business Administration
St. Columba's School 2001 — 2005
High School, Commerce
Sun Life Financial 2006 - Present
Sun Life Financial 1998 - 2006
Sun Life Financial 1985 - 1998
Skills
SQL, Project Management, Databases, User Acceptance Testing, Data Analysis, Software Development, SDLC, Management, Business Analysis, Requirements Gathering, Systems Analysis, Requirements Analysis, Quality Assurance, Vendor Management, Visio, Outsourcing, Data Modeling, Change Management, Process Improvement, PMO
Education
Sheridan College 1983 — 1985
Library Techniques, Library science
Sun Life Financial May 2012 - Present
North American Steel November 2011 - January 2012
Pat Colangelo Consulting ( Personal Training Services ) November 2010 - November 2011
Pat Colangelo Consulting - CDN Sales agent and Distributor for Martin Yale Brands October 2004 - August 2010
Innovative Distribution Inc September 2003 - October 2006
Synergex Corporation October 2001 - September 2003
A.T.Cross Canada October 1996 - October 2001
Watt & Wallace Ltd- Canadian distributor 1983 - 1996
Skills
Key Account Management, Direct Sales, Sales Management, Team Leadership, New Business Development, Sales, Forecasting, Business Planning, Management, Product Development, Business Development, Retail, Marketing, Sales Operations, Strategy, Pricing, Time Management, Selling, Coaching, Logistics, Marketing Management, Customer Service, Account Management, Training, B2B, Budgets, Advertising
Education
Sheridan College 1980 — 1983
Diploma - 3 Year Business program, Marketing Major
Clarkson Secondary 1974 — 1979
Grade 13
Connor, Clark & Lunn Financial Group September 2010 - Present
Invesco Trimark August 2008 - August 2010
Altamira Investment Services inc. 2004 - 2008
Transat Holidays 2001 - 2003
Sun Life Financial 1998 - 2002
Skills
Corporate Branding, Process Improvement, Brand Architecture, Graphic Design, Web Design, Logo Design, Art Direction, Photoshop, InDesign, Adobe Creative Suite, Typography, Corporate Identity, Creative Direction, Brand Development, Advertising, Brochures, Layout, Flash, Photography, Illustrator, Posters, Strategic Planning, Logos, Creative Strategy, Team Leadership, Communication Design, Concept Development, Direct Mail, Marketing, Email Marketing, Flyers, Pre-press, Visual Communication, Banners
Education
Sheridan College 1994 — 1996
Graphic Design, Graphic Design
Sun Life Financial April 2015 - Present
The Hartford April 2014 - March 2015
The Hartford April 2013 - March 2014
The Hartford October 2009 - March 2012
The Hartford October 2008 - September 2009
Skills
Access, Excel, VBA, SQL, Actuarial Science, Microsoft Excel, Underwriting, Analysis
Education
Smith College 2005 — 2008
B.A., Economics, Mathematics
Hopkins School 2000 — 2004
Sun Life Financial April 2014 - Present
Sun Life Financial June 2010 - April 2014
Sun Life Financial November 2008 - June 2010
Sun Life Financial January 2006 - November 2008
Skills
Group Benefits, Project Portfolio..., Employee Benefits, Insurance, Strategic Planning, Vendor Management
Education
Sheridan College 1985 — 1989
Loblaw Companies Limited September 2014 - Present
Sun Life Financial May 2013 - September 2014
MLSE Foundation December 2012 - May 2013
TD Canada Trust April 2012 - May 2013
Service Canada October 2011 - March 2012
Best Buy August 2005 - December 2011
Service Canada Centres for Youth April 2011 - August 2011
Skills
Customer Service, Teamwork, Time Management, Sales, Project Planning, Microsoft Office, Customer Satisfaction, Team Leadership, Microsoft Excel, Retail, PowerPoint, Project Management, Microsoft Word, Outlook, Data Entry, Management, Social Media, Leadership, Windows, Team Building, Microsoft Project, Data Analysis, MS Project, Market Research, Budgets
Education
Sheridan College 2012 — 2013
Project Management
University of Toronto 2006 — 2012
Bachelor's Degree, Sociology & Socio-Legal Studies
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
John Hancock Life Insurance Company (U.S.A.) July 2012 - Present
Sun Life Financial April 2006 - September 2011
Sun Life Financial April 2006 - September 2011
R. J. CINCOTTA CONSTRUCTION COMPANY January 1999 - January 2005
Skills
Team Leadership, Internal Communications, Innovation, Training, Process Improvement, Time Management, Policy, Leadership, Management, Recruiting, Insurance, Marketing, Budgets, Coaching, Employee Relations, Strategic Planning, CRM, Project Planning, Social Media, Project Management, Human Resources, Event Planning, Call Centers
Education
Southern New Hampshire University 2001 — 2005
B.A., Business Administration, Sport Management
Southern New Hampshire University 2001 — 2005
Bachelor of Science, Business Administration; Sport Management
Sun Life Financial July 2013 - Present
Sun Life Financial July 2011 - July 2013
Sun Life Financial 2010 - July 2011
Sun Life Financial November 2008 - November 2010
Sun Life Financial November 2006 - November 2008
Liberty Mutual 1998 - 2006
NECB Data Systems 1994 - 1995
Liberty Mutual 1990 - 1994
Liberty Mutual 1988 - 1990
Skills
Insurance, Employee Benefits, Leadership, Coaching, Account Management, Strategic Planning, Team Leadership, Management, Customer Service, Team Building, Process Improvement, Life Insurance, Cross-functional Team..., Change Management, CRM, Health Insurance, Business Process..., Strategy, Training, Marketing
Education
Southern New Hampshire University
B.S., Business and HR
Sun Life Financial April 2010 - Present
Sun Life Financial January 2009 - April 2010
Sun Life Financial April 1994 - December 2009
Skills
Financial Services, Fixed Annuities, Health Insurance, Mutual Funds, Wealth Management, Employee Benefits, Retirement, Pensions, Disability Insurance, Insurance, Business Development, Risk Management, Asset Management, CRM, Investments, Team Leadership, Retirement Planning, Customer Service, Benefits Administration, Life Insurance, Portfolio Management, Business Analysis, Strategic Financial..., Relationship Management, Defined Benefit, Coaching, Securities, Underwriting, Account Management, Retirement Benefits, Vendor Management, Financial Advisory
Education
Simon Fraser University 1985 — 1988
BBA, Business Administration
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Sun Life Financial December 2013 - Present
Saipa Automotive Corporation March 2010 - September 2013
University of Applied Science and Technology January 2008 - January 2013
Iran Khodro Industrial Group May 2005 - March 2010
Sharif University of Technology February 2003 - January 2008
Skills
Financial Analysis, Financial Reporting, Risk Management, Strategic Financial..., Investments, Financial Modeling, Business Analysis, Business Planning, Data Analysis, Statistics, Business Strategy, Insurance, Strategic Planning, Market Research, Forecasting, Financial Risk, Valuation, Microsoft Excel, Account Reconciliation, Analysis, Financial Research, Analyzing statistics, Budgets, Applied Probability, Probability Theory, Competitive Analysis, Internal Controls, Portfolio Management, Project Accounting, Mathematical Modeling, Corporate Finance, Operations Research, Statistical Modeling, Time Series Analysis, Pricing, Quantitative Finance, Numerical Analysis
Education
Sharif University of Technology 2006 — 2008
Master of Science (MS), Financial Mathematics
Sharif University of Technology 2001 — 2006
Bachelor of Science (BS), Mathematics
National Organization for Development of Exceptional Talents High School 1997 — 2001
Diploma, Mathematics and Physics
Sun Life Financial August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Smith College September 2007 - May 2010
Affirmative Investments June 2009 - August 2009
Greater Boston Legal Services May 2008 - August 2008
Fidelity Investments June 2007 - November 2007
Skills
Employee Benefits, Asset Management, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint, Investments, Financial Modeling, Public Speaking, Economics, Career Development, Leadership Development, Finance
Education
Smith College 2006 — 2010
B.A. in Economics; Minor in Spanish, Economics
Universidad de Córdoba 2008 — 2009
Spring Semester Abroad (Jan-May 2009)
CFA Level III Candidate
Sun Life Financial September 2013 - Present
IDEXX Laboratories May 2012 - September 2013
IDEXX Laboratories January 2010 - May 2012
Kendle International November 2007 - October 2009
Kendle International October 2006 - November 2007
Liberty Mutual January 2003 - March 2006
Unum June 1998 - December 2002
Skills
HRIS, Data Analysis, Disability Insurance, Lean Process Improvement, Problem Solving, Employee Benefits, Human Resources, Corporate Relocation, Background Checks, Pharmaceutical Industry, Claims Management, Talent Acquisition, Metrics Reporting, Vendor Relationships, Medical Terminology, Taleo, Benefits Administration, Data Migration, Applicant Tracking..., Outlook, Access, Lotus Notes, Visio, Microsoft Word, Social Media, SAP, Microsoft Excel, Mentoring, Recruiting, Affirmative Action..., Process Improvement
Education
Southern New Hampshire University 2006 — 2011
BS, Business Administration
Yarmouth High School
Riot Games June 2015 - Present
Westminster Savings Credit Union April 2014 - June 2015
LolClass.com September 2014 - April 2015
Freelance September 2011 - April 2015
Westminster Savings Credit Union December 2012 - March 2014
Sun Life Financial March 2010 - September 2011
Skills
Relationship Management, Customer Service, Office Administration, Microsoft Office, Training, Advertising, Adobe Creative Suite, Project Management, Desktop Publishing, WordPress, Text Editing, Client Confidentiality, Data Entry, Professional Writing, Content Management, Communication, Banking, Writing, Social Media, Online Marketing, Marketing Strategy, Editing, Facebook
Education
Simon Fraser University 2008 — 2013
Bachelor of Arts (B.A.), Communication
Simon Fraser University 2008 — 2013
Bachelor of Arts (B.A.) minor, Publishing
American Investors Association November 2014 - Present
Canadian Investors Association November 2013 - Present
Eldritch Enterprises Ltd. 2010 - Present
Totally Awesome Events Ltd. June 2012 - October 2013
UWWTL Consulting Ltd. 2008 - 2012
Sun Life Financial 2006 - 2008
Hubble Technology Consulting 2005 - 2006
Kuntz Electroplating Inc. 2000 - 2005
Enghouse Systems Limited 1998 - 2000
ESRI Canada 1996 - 1998
Skills
Strategic Planning, Team Building, Problem Solving, Team Leadership, Project Planning, Mentoring, Analysis, Coaching, Budgets, Event Production, Business Analysis, Team Management, Event Planning, Leadership, Project Management, Management, Business Process..., Training, Negotiation, Program Management, Business Strategy, Strategy, Business Planning, Social Networking, Entrepreneurship, Public Relations, Product Development, Leadership Development, Sales, Organizational..., Social Media, Business Development, Public Speaking, Change Management, Events, Marketing, Networking, Enterprise Software, Interviews, New Business Development, Management Consulting, Account Management, Recruiting, Start-ups, Social Media Marketing, Vendor Management, Marketing Strategy, Cross-functional Team..., Strategic Partnerships, Small Business
Education
Joel Bauer's Profit Point 2012 — 2012
Certified Master Practitioner, Executive Production
Global Information Network 2011 — 2014
Sussess Mastery Level 5
Landmark Education 2006 — 2010
Personal Transformation
Sheridan College 1991 — 1994
Accounting and Finance Diploma, Accounting, Corporate Finance
University of Toronto at Scarborough 1987 — 1990
Honours Computer Science
Central Peel 1982 — 1987
Sun Life Financial February 2015 - Present
TD February 2014 - February 2015
Rogers Communications September 2012 - February 2014
Corus Entertainment March 2011 - September 2012
The Weather Network September 2005 - March 2011
eyeReturn Marketing June 2002 - September 2005
HomeBank Technologies May 2001 - August 2001
Kraft Foods August 2000 - December 2000
Operation Dialogue January 2000 - April 2000
Skills
User Interface Design, User Experience Design, Web Design, Web Development, Mobile Design, Game Design, Desktop Application..., Web Analytics, Information Architecture, Art Direction, Graphic Design, Branding & Identity, Wireframes, Digital Strategy, SEO, Wire Framing, User-centered Design, Flash Animation, Digital Media, Usability, Adobe Creative Suite, XHTML, Usability Testing, After Effects, Experience Design, Interactive Advertising, Flash, Illustrator, Wordpress, Motion Graphics, Usability Engineering, CSS, HTML 5, Email Marketing, Multimedia, Creative Direction, Dreamweaver, Creative Strategy, Web Project Management, User Experience, Digital Marketing, Logo Design, Storyboarding, Advertising, User Interface, CSS3, CMS, Mobile Applications, Mobile Devices, Interaction Design
Education
Sheridan College 1998 — 2001
Computer Science Technology, Co-operative Education
Sun Life Financial December 2011 - Present
Simon Fraser University October 2011 - December 2011
Beedie School of Business at SFU September 2011 - December 2011
Simon Fraser University - Beedie School of Business January 2011 - August 2011
The Raven 2009 - 2010
Education
Simon Fraser University 2005 — 2011
Bachelors, Business Administration [MIS], Kinesiology Minor
Simon Fraser University 2005 — 2009
Certificate of Liberal Arts
Mulgrave
Sun Life Financial December 2012 - Present
Sun Life Financial January 2012 - December 2012
Sun Life Financial May 2010 - January 2012
Sun Life Financial June 2008 - May 2010
SAP September 2007 - June 2008
SAP September 2006 - September 2007
Umicore January 2006 - April 2006
Skills
SAP HR, Talent Management, Performance Management, Workday, Project Management, HRMS, global HCM, Collaborative Problem..., Global Compensation, Deferred Compensation, HRIS, Change Management, Requirements Gathering, Executive Pay, Organizational..., Employee Training, Program Management, Human Resources, Personnel Management, Management
Education
Sheridan College 2005 — 2006
Certificate, Human Resource Management
University of Toronto 2001 — 2005
BSc. Honours, Biological Anthropology
m2 Canada August 2015 - Present
OMD Canada June 2014 - August 2015
OMD Canada April 2013 - June 2014
NoLabel Inc. January 2012 - November 2012
Sun Life Financial May 2011 - August 2011
Skills
Digital Marketing, Social Media Marketing, Communication, Event Planning, Marketing, Video Editing, Video Production, Market Research, Marketing Strategy, Social Networking, Direct Marketing, Project Management, Email Marketing, Online Marketing and..., Event Management, Graphic Design, Web Design, Content creation, Social Media, Wordpress, Adobe Creative Suite, Salesforce, Digital Media, WordPress, Digital Strategy, Online Advertising, Integrated Marketing, Marketing Communications, Advertising, Online Marketing, Media Planning, Mobile Marketing, SEM
Education
University of Toronto 2008 — 2012
Bachelor's Degree, Communication and Media Studies
Sheridan College 2009 — 2012
University of Waterloo November 2014 - Present
TDL Group Corp September 2013 - June 2014
TDL Group Corp August 2012 - July 2013
TDL Group Corp August 2011 - June 2012
Manulife Financial December 2010 - May 2011
Biovail Corporation March 2007 - December 2010
Sun Life Financial July 2002 - July 2006
Clarica December 2000 - July 2002
Mutual Life Assurance Company January 1995 - December 2000
Mutual Life Assurance Company June 1986 - December 1994
Skills
Project Portfolio..., PMO, Project Management, Process Improvement, Business Process..., Disaster Recovery, Change Management, Business Process, CRM, Vendor Management, Hosted Services, Business Requirements, Requirements Management, Requirements Gathering, Solution Implementation, MS Project, Risk Management, Microsoft Project
Education
Project Management Institute
PMP
Sheridan College
Diplomas
New York State Department Of Agriculture and Markets April 2008 - Present
Sun Life Financial February 2008 - April 2008
Taj November 2007 - February 2008
Nova Group September 2006 - June 2007
NYBDC January 2006 - August 2006
Skills
InDesign, Event Planning, Market Research, Promotions, Word, Customer Relations, Excel, Public Relations, Advertising, Research, International Business, Non-profits, Customer Service, Event Management, Strategic Consulting, Branding Initiatives, Project Management, PowerPoint, CRM, Microsoft Office, Marketing Communications, Merchandising, TCO reduction, Nonprofits
Education
Siena College 2002 — 2006
B.S., Marketing and Management
University at Albany
Masters, Business Administration
OneAmerica 2011 - Present
Sun Life Financial 2002 - 2010
Skills
Dental, Client Retention, Employee Benefits, Sales Management, Brokers, Negotiation, Contract Negotiation, Selling, Disability Insurance, Customer Retention, Management, Sales, Life Insurance, Dentistry, Term Life Insurance, Sales Process, Health Insurance, Long-term Care, Critical Illness, Group Insurance, 401k, Health Savings Accounts
Education
Southern Methodist University - Cox School of Business 1998 — 2002
BBA and BFA, Marketing, Dance Performance
Dunkin' Brands December 2010 - Present
Sun Life Financial 1999 - 2009
Percussion Software 1997 - 1999
Skills
Disaster Recovery, Virtualization, Active Directory, Servers, VMware, Information Technology, Troubleshooting, Integration, SharePoint, Team Leadership, Cloud Computing, IT Service Management, System Administration, Windows Server, Enterprise Software, Windows 7, Group Policy, Citrix, Computer Hardware, IT Strategy, ERP, Information Security, SCCM, Network Administration, Operating Systems, Oracle, Data Center, Lotus Notes, Information Security..., Hardware, ITIL, Software Documentation, Visio, Unix, Citrix Metaframe, SQL, Switches, SDLC, Business Intelligence, Databases
Education
Shanghai University
ABN Financial Solutions Group August 2015 - Present
- March 2011 - Present
- March 2011 - Present
HUB Financial Inc. January 2015 - August 2015
Sun Life Financial March 2011 - January 2015
Global Securities Corporation October 2007 - January 2009
Swifttrade May 2005 - April 2006
Skills
Retirement, Mutual Funds, Disability Insurance, RRSP, Finance, Employee Benefits, Investments, Insurance, Health Insurance, Critical Illness..., Corporate/Business..., Financial Planners, Equities, Financial Planning
Education
Simon Fraser University
Bachelor's Degree, Economics and Political Science
Sun Life Financial June 2015 - Present
MonkeySports, Inc. October 2011 - May 2015
Norwood Civic Center June 2011 - August 2011
Skills
Microsoft Excel, Time Management, Teamwork, Leadership, Critical Thinking, Customer Service, Public Speaking, Research, Social Networking, Social Media, Employee Training, Retail Sales, Pivot Tables, Project Management, Google Docs, Retail, Merchandising, Team Leadership
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General, 3.3
FundSERV Inc. June 2013 - Present
Royal LePage Terrequity Realty June 2015 - Present
Century 21 Miller Real Estate Ltd. December 2013 - June 2015
Sun Life Financial July 2011 - June 2013
CIBC August 2010 - July 2011
The CUMIS Group (The Co-operators Group of Companies) May 2009 - August 2010
Education
The University of Western Ontario
Bachelor of Business Management and Organizational Studies, Specialization in Human Resources, Minor in Psychology
Sheridan College
Post Graduate Certificate, Human Resources Management
OREA Real Estate College
Salesperson Registration Education Program
Weldtech Training Inc. March 2013 - Present
Archmill House Inc. August 2012 - May 2013
Burlington Merchandising & Fixtures May 2011 - July 2012
The Insurance Guru August 2009 - July 2012
Sun Life Financial 2006 - 2009
AIC (Mississauga), Cormag (Burlington) 2000 - 2006
Centrifugal Coaters Inc. 1994 - 1999
TD Bank Group 1982 - 1994
Skills
Integrity, Continuous Improvement, Knowledge Sharing, Insurance, Registered Health..., Solution Focused, Critical Illness, Strategic Financial..., Mutual Funds, Accounting, Full-Charge Bookkeeping, QuickBooks, Payroll, Account Reconciliation, Financial Statements, Training, Troubleshooting, Remote Access, Office Management, Employee Benefits, Organizational..., Small Business, Consulting, Invoicing, Customer Service, Cash Flow, Cash Management, Life Insurance, Sales, Disability Insurance, Banking, Health Insurance, Credit, Term Life Insurance, Data Entry, Financial Accounting, Financial Reporting, Bookkeeping, Accounts Receivable
Education
Sheridan College 1994 — 1999
Accounting and Finance, Junior School
Sun Life Financial April 2000 - Present
Skills
Business Analysis, SDLC, Visio, Process Improvement, Team Leadership, Insurance, Requirements Analysis, Project Management, Customer Service
Education
Sheridan College 1994 — 1996
Degree in Social Service Worker, Gerontology
The University of Western Ontario 1989 — 1993
BA, Sociology
Waterloo Region District School Board December 2014 - Present
Sun Life Financial November 2011 - November 2014
Sun Life Financial November 2011 - November 2013
Barefoot Creative February 2007 - February 2009
Evolution Designworks 2003 - 2004
Marovino Visual Strategy 2001 - 2003
Watt International 1998 - 2001
Skills
Marketing, Graphics, Account Management, Brand Development, Brand Architecture, Brand Management, Marketing Strategy, Visual Communication, Creative Strategy, Strategy, Marketing Management, Project Management, Graphic Design
Education
Sheridan College 1983 — 1986
Diploma, Graphic Design
PwC February 2008 - Present
Sun Life Financial May 2006 - August 2006
Skills
Mining, Oil/Gas, Big 4, Corporate Tax, Partnership Taxation, Federal Tax, Accounting, Tax, Tax Compliance, Financial Accounting, Preparation, Private Equity, Compliance, IPO, US GAAP, Fixed Assets, State Taxation, International Tax, Income Tax, External Audit, US Tax
Education
Western University 2004 — 2008
BMOS, Accounting, Finance, Economics
Sheridan College 2001 — 2004
Diploma, Accounting
Sun Life Financial October 2001 - Present
Skills
Health Promotion, Dietetics, Nutrition, Sports Nutrition, Wellness, Personal Training, Customer Service, Social Media, Public Speaking, Employee Benefits, Strategic Planning, Wellness Coaching, Health Education, Leadership, Employee Wellness..., Employee Wellness
Education
Simmons College 2004 — 2007
MS CSN, Nutrition, Health Promotion, Sports Nutrition
Simmons College 1993 — 1998
RD, DPD, Nutrition
Weston High School 1980 — 1983
high school
Weston High School 1979 — 1983
Skidmore College
BS
Sun Life Financial July 2012 - Present
Sun Life Financial March 2010 - July 2012
Perkins+Will Canada November 2008 - March 2010
Osney Media July 2007 - July 2008
Independent writing and editing professional June 2007 - July 2008
Sun Media January 2007 - June 2007
Metroland September 2006 - June 2007
Sun Media August 2001 - June 2007
Shine Light Entertainment, Calgary April 2001 - November 2001
Skills
Media Relations, Editorial Project..., Stakeholder Management, Executive Communications, Corporate Branding, Internal branding, Script writing, Video Production, Intranet publishing, Intranet Strategy, Newspaper Design, News Writing, Crisis Communications, Team Management, Team Coordination, Marketing Communications, Adobe Creative Suite, Microsoft Office, Speech Writing, IT communications, HR communications, Change Communication, Financial Reporting, Sports Writing, Copy Editing, Headline Writing, InDesign, Photoshop, Intranet, Internal communications, Editing, Editorial, Internal Communications, Team Building, Communication Training
Education
London College (UK) 2008 — 2008
Web Design diploma:, (X)HTML, Javascript, CSS, dreamweaver, photoshop, Flash
University of Calgary 1998 — 2001
Bachelor of Arts, Communication Studies-Journalism
Southern Alberta Institute of Technology
Emergency Medical Responder
Retired and enjoying it! September 2013 - Present
United Healthcare April 2008 - September 2013
Toastmasters International 1990 - August 2011
Actuaries' Club of Hartford and Springfield June 2009 - May 2010
Sun Life Financial June 2007 - January 2008
Genworth Financial January 2001 - June 2007
Genworth Financial 2000 - 2007
The Phoenix Companies June 1984 - April 2001
Phoenix Home Life 1984 - 2000
Aetna 1981 - 1984
Skills
HIPAA, Insurance, Health Insurance, Employee Benefits, Process Improvement, Data Analysis, Analysis, Project Management, Business Analysis, Management, Leadership, Business Process..., Human Resources, Business Process, Strategy, Healthcare, Training, Vendor Management, Team Building, Program Management, Change Management
Education
University of New Hampshire 1969 — 1973
M.S., Mathematics
Smith College 1965 — 1969
BA, Mathematics
Glen Cove High School 1961 — 1965
Mathematics, Science, Latin, and everything else!
Insurope June 2015 - Present
Reliance Standard May 2010 - May 2015
Sun Life Financial 2007 - May 2010
Genworth Finacial 2003 - 2007
General Electric 2002 - 2003
Skills
Disability Insurance, Leadership, Insurance, Employee Benefits, Life Insurance, Six Sigma, Senior Executive..., Human Resource Planning, IT Strategy, Wellness, Executive Benefit..., Medical Information..., Health Information..., Project Management, Database Design, Selling, Sales, Brokers, Leadership Development, Underwriting, Training, Group Insurance, Benefits Administration, Long-term Care, Health Insurance
Education
University of Colorado Boulder 2000 — 2001
M.S., Telecommunications - College of Engineering
Sophia University 2000 — 2000
B.S., International Business
Semester at Sea 1999 — 1999
B.S., International Business
University of Colorado Boulder - Leeds School of Business 1997 — 1999
B.S., Computer Information Systems
Mercer Management Consulting August 2012 - Present
Strategic Accounting January 2006 - Present
SimplexGrinnell May 2011 - August 2012
Citizens Bank April 2011 - May 2011
Sun Life Financial September 2010 - April 2011
Harpers Payroll April 2010 - August 2010
Entercom Boston LLC June 2009 - April 2010
Fidelity Investments June 2007 - October 2008
Fidelity Investments October 2004 - June 2007
PC Connection February 2000 - June 2003
Skills
Payroll, Human Resources, ADP Payroll, Customer Service, Account Reconciliation, Accounts Payable, Process Improvement, Accounting, Account Management, Microsoft Excel, Customer Relations, Excel, PowerPoint, Problem Solving, SQL, Client Relations Skills, Healthcare Information..., Health Insurance, Six Sigma, Lean Process Improvement, Agile Project Management, Data Analysis, PeopleSoft, Project Management, Employee Benefits, Query Writing, FSA, Benefits Administration, Management, HRIS
Education
Southern New Hampshire University 1993 — 2003
B.S, Business Studies; Accounting
Southern New Hampshire University 1993 — 1997
A.A, Culinary Arts
Sun Life Financial Marketing ConsultantSun Life Financial2007 - Present
State Street Corporation 2001 - Present
Education
Simmons College 2001 — 2003
Sun Life Financial Analyst IISun Life Financial2008 - Present
Education
Sheridan College 2000 — 2004
Human Resources, CHIRP
Scotiabank October 2014 - Present
Dicom Consulting Inc. October 1988 - Present
Rogers April 2009 - August 2014
CIBC 2006 - 2008
MTS Allstream 2004 - 2006
Sun Life Financial 2004 - 2005
ADP January 2004 - July 2004
Sunlife Financial 2002 - 2004
IESO February 2000 - July 2002
Philip Services Corporation February 1998 - February 2000
Skills
Project Planning, PMP, Management, Project Management, SDLC, CRM, Enterprise Architecture, Project Portfolio..., Business Analysis, Business Process, Data Center, Disaster Recovery, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Outsourcing, PMO, Program Management, Project Delivery, Requirements Analysis, Scrum, Software Project..., Solution Architecture, Telecommunications, Vendor Management
Education
Sheridan College 1981 — 1983
Computer Science
Apotex Inc. June 2015 - Present
Alcon Laboratories, Inc. March 2012 - June 2015
Aviva Canada March 2011 - March 2012
Open Text April 2008 - April 2011
Sun Life Financial 2006 - 2008
Sun Life Financial 2004 - 2006
Skills
Vendor Management, Outsourcing, Program Management, Strategic Sourcing, Process Improvement, Management, Global Sourcing, Change Management, Procurement, Strategy, Sourcing, Project Management, Contract Negotiation, Contract Management, Leadership
Education
Sheridan College 1987 — 1988
Telecommunications
The University of Western Ontario 1984 — 1987
B.A., Administrative and Commercial Studies
York University
Honours, History
Virtual Fantasy League June 2015 - Present
Hub Financial February 2006 - September 2015
Investment Planning Counsel March 2006 - August 2013
Hub International January 2005 - December 2012
Sun Life Financial May 2002 - January 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Life Insurance, Business Analysis, Disability Insurance, General Insurance, Risk Management, Critical Illness, Underwriting, Health Insurance, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Small Business
Education
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Sun Life Financial June 2014 - Present
Manulife Financial September 2013 - June 2014
BlackBerry September 2012 - September 2013
BlackBerry December 2011 - September 2012
The Co-operators August 2005 - December 2011
IABC Waterloo Chapter Board of Directors September 2009 - June 2010
Halton Healthcare Services 2003 - 2005
Skills
Communications Planning, Corporate Communications, Strategic Communications, Internal Communications, Speech Writing, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Editing, Social Media, Event Planning, Press Releases, Corporate Social..., Newsletters, Copy Editing, Public Speaking, Project Management, Research, Social Media Marketing, Copywriting, Publications
Education
Sheridan College 2001 — 2002
Ontario College Graduate Certificate (OCGC), Corporate Communications
University of Waterloo - St. Jerome's University 1996 — 2001
Honours Arts Co-op, Political Science
Symcor January 2013 - Present
Symcor August 2010 - January 2013
Symcor October 2009 - August 2010
Sun Life Financial January 2007 - October 2009
Sun Life Financial July 2002 - December 2006
Arius3D Inc. January 2001 - December 2001
Sony Music Canada January 2000 - January 2001
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, User Acceptance Testing, Requirements Analysis, PMP, Visio, PMO, Systems Analysis, Vendor Management, Project Delivery, Software Project..., Project Portfolio..., Enterprise Architecture
Education
Sheridan College
Systems Analyst Diploma
TD June 2014 - Present
TD Bank March 2014 - May 2014
TD Bank Group September 2011 - February 2014
Sun Life Financial April 2011 - September 2011
Sun Life Financial May 2009 - April 2011
John Deere Credit Canada 1999 - December 2008
Royal Bank of Canada 1997 - 1999
Royal Bank of Canada 1994 - 1996
Skills
Risk Management, Financial Services, Management, IT Management, Quality Management, Business Analysis, Project Management, Project Planning, Business Continuity, PMO, Strategic Planning, Information Technology, SDLC, Vendor Management, Business Continuity..., Governance, Project Portfolio...
Education
Sheridan College 1987 — 1990
Systems Analyst Program
Sun Life Financial May 2013 - March 2014
Sun Life Financial November 2009 - May 2013
TRG Group Benefits & Pensions Inc. November 2007 - November 2009
Sun Life Financial January 2004 - October 2007
Franklin Templeton Investments July 2000 - December 2003
Vancity September 1997 - July 2000
Skills
Group Benefits, Retirement Services, Retirement Savings, Employee Benefits, Retirement, Pensions, Disability Insurance, Insurance, Wealth Management, Mutual Funds, Life Insurance
Education
Simon Fraser University 1992 — 1997
BBA, Human Resource Management & Marketing
Symetra Life Insurance Company May 2012 - Present
SUN LIFE FINANCIAL January 1999 - April 2012
JOHN HANCOCK LIFE INSURANCE COMPANY January 1985 - January 1999
U.S. SECURITIES AND EXCHANGE COMMISSION January 1981 - January 1985
American Bar Association January 1976 - January 1978
Skills
Securities, Mutual Funds, Investments, Insurance, FINRA, Securities Regulation, Corporate Governance, Due Diligence, Employee Benefits, Fixed Annuities, Legal Writing, Variable Annuities
Education
NOTRE DAME LAW SCHOOL, Notre Dame
Juris Doctor
Smith College
A.B, English
Supreme Judicial Court of MassachusettsU.S. District Court for the District of Massachusetts
Government of Ontario 2014 - Present
Sun Life Financial 2013 - 2014
Aviva Canada inc. 2008 - 2013
Morneau Sobeco Human Resource Consulting and Administrative Solutions 2007 - 2008
CHCS 2007 - 2007
Skills
SDLC, Data Warehousing, Business Intelligence, Data Modeling, Business Analysis, Project Management, Crystal Reports, Business Objects, Systems Analysis, ETL, Insurance, ITIL, SQL, Business Intelligence..., Agile Methodologies, Data Mining, Cognos, Master Data Management, Cognos Framework Manager, Dashboard, Gap Analysis, Metadata Management, Testing, OLAP, SWOT analysis, Enterprise Architecture, BABOK, Business Architecture, Change Management, SAP Design Studio, SAP BW, SAP Lumira, Requirements Analysis, Data Analysis, ERD, Data Management, Enterprise Performance..., Use Case, Information Architecture, MS Project, UML, Prototyping, Erwin, User Stories, JAD, CMMI
Education
Shaanxi University of Science & Technology
BSc.
Shanghai University
MSc.
Toastmasters
Ritchie Bros. Auctioneers March 2015 - Present
Ritchie Bros. Auctioneers February 2012 - March 2015
BMO Financial Group January 2011 - February 2012
Sun Life Financial March 2009 - December 2010
De Lage Landen February 2007 - March 2009
Skills
Customer Relations, Customer Retention, Inside Sales, Direct Sales, Market Planning, Direct Marketing, Team Building, Training Skills, Marketing Communications, OMVIC Dealer's License, Customer Service, Contract Negotiation, Account Management, Sales, Sales Management, Training, Business Development, Key Account Management, New Business Development, Marketing, Process Improvement, Sales Operations, Cold Calling, Pricing, Project Management
Education
Sheridan College 2010 — 2011
Marketing Diploma, Business-Marketing
Qwick Media October 2008 - May 2012
Sun Life Financial April 2003 - January 2008
CITIC Bank International May 2000 - April 2003
Bank of America (Asia) September 1996 - May 2000
Skills
New Business Development, Social Media Marketing, Investments, Wealth Management, Entrepreneurship, Customer Service, Business Development, Online Advertising, Marketing, Marketing Strategy, Market Research, Trade Shows, Advertising, Business Strategy
Education
Simon Fraser University 1991 — 1993
Master of Business Administration (M.B.A.), M.I.S. & International Business
Natixis Global Associates August 2009 - June 2010
Franklin Templeton Investments March 2008 - July 2009
Sun Life Financial 2006 - 2007
Education
Simmons College 2010 — 2012
BSN, Nursing
Sun Life Financial June 2009 - Present
TD Canada Trust September 2007 - June 2009
Education
Sheridan College 2006 — 2009
Diploma, Business Administration - Finance
Best Buy Canada May 2013 - Present
Best Buy Canada April 2010 - May 2013
Best Buy Canada September 2006 - April 2010
Best Buy Canada September 2005 - September 2006
Best Buy Canada December 2004 - September 2005
Sun Life Financial 2002 - 2003
Simon Fraser University September 2000 - June 2002
Skills
Analysis, Microsoft Excel, Forecasting, Project Planning, Corporate Budgeting, Variance Analysis, Strategic Planning, Financial Analysis, Income Statement, Balance Sheet, Cash Flow, Financial Modeling, Budget Process, Accounting, Finance, Strategy, P&L, Retail
Education
Certified Management Accountant 2006 — 2008
CMA
The University of British Columbia 2003 — 2004
DAP, Accounting
Simon Fraser University 2000 — 2001
Master of Arts, Economics
Simon Fraser University 1997 — 2000
BBA, Finance, Economics
Stealth Partner Group August 2009 - Present
Sun Life Financial April 2004 - August 2009
Canada Life August 2000 - April 2004
Skills
Employee Benefits, Health Insurance, Brokers, Insurance, Underwriting, Cold Calling, Sales, Life Insurance, Management, Disability Insurance, Reinsurance, Dentistry, Health Savings Accounts, Term Life Insurance
Education
Southern Methodist University 1991 — 1995
BA, History (major) / Psychology (minor)
Brophy College Prep 1988 — 1991
Highschool
Sun Life Financial November 2005 - Present
Granby Public Library June 2004 - Present
The Hartford February 1989 - February 2004
Skills
Employee Benefits, Analysis, Management, Databases, Research, Auditing, Administration, Training, Software Documentation, Process Improvement, Access, Time Management, Policy, Data Analysis, Insurance, Risk Management, Vendor Management, Life Insurance, Health Insurance, Business Analysis, Customer Service
Education
Southern Connecticut State University 2002 — 2006
Library Science
Saint Joseph College 1980 — 1985
Elementary and Special Education Teacher
The DATA Group of Companies June 2005 - Present
Sun Life Financial November 1986 - December 2004
Skills
Administrative..., Outlook, Microsoft Office, Document Management, Office Administration, Microsoft Word, Adobe Acrobat, Time Management, Spreadsheets, Customer Service, Microsoft Excel
Education
Sheridan College 1982 — 1984
Word Processing & Administration
Sun Life Financial October 2006 - Present
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Disability Insurance, Critical Illness, Insurance, Term Life Insurance, Financial Analysis, Health Insurance, Risk Management, Employee Benefits, Business Analysis, Commercial Banking, Leadership, Accounting, Finance, Income Protection, Retirement Savings, Long Term Care Insurance, Segregated Funds, Saving for Education, Investment Strategies, Estate Planning, TFSA, Mortgage Lending, Asset Management, Key Person Insurance, Life Insurance, Wealth, Financial Advisory, Wealth Accumulation, Fixed Annuities, Investment Advisory
Education
Simon Fraser University
Fairfield Inn & Suites by Marriott January 2013 - Present
Office Depot 1995 - 2011
Sun Life Financial January 1990 - June 1992
Skills
Employee Relations, Personnel Management, Customer Service, Recruiting, Training, Interviews, New Hire Orientations, Succession Planning, Onboarding, Employee Training, Talent Acquisition
Education
Sheridan College
Working towards CHRP designation, HR
Sun Life Financial September 2015 - Present
Montreux Daycare Cenre March 2015 - Present
Skills
Microsoft Office, Customer Service, Term Life Insurance, Team Building, Fixed Annuities, Life Insurance, IRAs, Commercial Insurance
Education
Southern Alberta Institute of Technology 2001 — 2003
Business Administration, Accounting diploma, diploma
PUP Manila 1985 — 1989
Bachelor's degree, Business Administration/Marketing
Sun Life Global Investments April 2013 - Present
Sun Life Financial December 2011 - April 2013
Sun Life Financial August 2009 - December 2011
Skills
Outlook, Life Insurance, Financial Services, Office Administration, Microsoft Word, Marketing Communications, Social Media Marketing, Social Media, Event Planning, Sales, PowerPoint, Teamwork, Photoshop, Marketing, Event Management, Time Management, Advertising, Insurance, Marketing Strategy, Investments, Customer Service
Education
Sheridan College
Bachelor's degree, Illustration
AIG August 2011 - Present
Medavie Blue Cross March 2010 - May 2011
Desjardins Financial Security November 2001 - February 2010
Sun Life Financial July 1995 - October 2001
Consolidated Life Insurance Company 1991 - 1995
Skills
Disability Insurance, Claim, Claims Management, CRM, Employee Benefits, Insurance, Coaching, Underwriting, Team Leadership, Brokers, Life Insurance, Liability, Health Insurance, Leadership, Customer Service
Education
Sheridan College
Conversational French
Sun Life Financial of Canada October 2010 - September 2011
Sun Life Financial July 2009 - October 2010
University of Toronto September 2008 - April 2009
University of Toronto September 2004 - April 2008
University of Toronto September 2006 - August 2007
CIBA Vision 2003 - 2007
CIBA Vision 2003 - 2007
Skills
Photoshop, Customer Service, Marketing Communications
Education
Sheridan College 2003 — 2008
Certificate, Digital Communications
University of Toronto 2003 — 2008
HBA, Communication, Culture and Information Technology; Professional Writing; Political Science
Sun Life Financial August 2004 - Present
Skills
Health Insurance, Insurance, Disability Insurance, Claim, Healthcare, Employee Benefits, Claims Management, Customer Service, Public Speaking, Risk Management, Hospice, Geriatrics, Care management
Education
Southern New Hampshire University 2001 — 2005
Bachelor's degree, Behavioral Sciences, Cum laude
Arbella Insurance Group April 2009 - Present
The Hartford February 2006 - January 2009
Sun Life Financial July 2004 - February 2006
EDS January 2003 - July 2004
Citi Bank/ FI August 1998 - December 2001
Advest, Inc. August 1993 - August 1998
Society for Savings Bank 1987 - 1993
Skills
Call Centers, Process Improvement, Vendor Management, Insurance, Customer Satisfaction, Business Analysis, Customer Service, Management, Performance Management, Training, Operations Management, Team Leadership, Leadership, Risk Management, Coaching, Change Management, Project Management, Team Building, Business Process..., Employee Training
Education
Southern Connecticut State University
Bachelor Social Work
Sun Life Financial January 2011 - Present
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Property & Casualty..., Microsoft Word, Risk Management, Health Insurance, Project Management, Business Analysis, Underwriting
Education
Southern NH University 2001 — 2009
Master of Business Administration (MBA)
Southern NH University 2001 — 2009
Master Organizational Leadership
Sun Life Financial June 2013 - Present
Granite State Management and Resources January 2013 - April 2013
National Passport Center, CGI Inc March 2007 - January 2013
Atlantic Sign-A-Rama February 2004 - December 2006
Michaels Craft Store June 2003 - February 2004
Skills
Customer Service, Customer Satisfaction, Filing, Telecommunications, Phone Etiquette, Answering Phones, Multi Tasking, Multi-line Phone, Research, Data Entry, Microsoft Office, QuickBooks, Shipping, Training, Fast Learner, Articulate Communicator, Administrative..., Office Administration, Organization, Typing, Lotus Notes, Microsoft Word, Account Reconciliation, Telephone Skills, Insurance, Sales
Education
Southern New Hampshire University 2012 — 2016
Currently Enrolled, Business Administration and Management, General
Dover High School 1999 — 2003
High School Diploma, General
Sun Life Financial August 2013 - Present
Education
Simmons College 1993 — 1997
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse