Sun Life Financial

Industry: Financial services company

Description

Sun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,

Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.

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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Sun Life Financial Employees

Employee
Years
Job
Industry
Megan Frederick Megan Frederick Greater New York City Area Details
Megan Frederick's Sun Life Financial Experience November 2010 - September 2011
Job Account Manager at Cigna
Industry Insurance
Experience
Cigna  June 2014 - Present
Reliance Standard  September 2011 - June 2014
Sun Life Financial   November 2010 - September 2011
Reliance Standard  December 2009 - November 2010
Reliance Standard  December 2007 - December 2009

Skills
Life Insurance, Disability Insurance, Dental Insurance, Vision Insurance, Account Management, Group Insurance, Voluntary Employee...

Education
Springfield College   2002 — 2007
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General

Karen Jarvi Karen Jarvi Greater New York City Area Details
Karen Jarvi's Sun Life Financial Experience March 2008 - December 2011
Job Network Development at Senior Whole Health
Industry Financial Services
Experience
North American Partners in Anesthesia  March 2015 - Present
Senior Whole Health  December 2011 - December 2014
Sun Life Financial   March 2008 - December 2011
ppoNEXT  2000 - 2004
PlanVista   2000 - 2003
Fortis Healthcare  1993 - 1997

Skills
Managed Care, Healthcare, Health Insurance, Healthcare Management, Medicare, Network Development, Medicaid, Insurance, Healthcare Industry, HIPAA

Education
Suffolk County Community College   1981 — 1985
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Dave Noyle Dave Noyle Kitchener, Canada Area Details
Dave Noyle's Sun Life Financial Experience April 2014 - Present
Job Director, Creative Services at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial   April 2014 - Present
Sun Life Financial   July 2013 - April 2014
Sun Life Financial   November 2011 - July 2013
Sun Life Financial   January 2011 - February 2012
Sun Life Financial   December 2009 - January 2011
Games Workshop  January 2008 - July 2009
Games Workshop  January 2005 - January 2008
Games Workshop  August 2003 - January 2005
Games Workshop  May 2001 - August 2003
Parks Canada  January 2001 - April 2001

Skills
Copy Editing, InDesign, Adobe Acrobat, Photoshop, Dreamweaver, QuarkXPress, Web Design, Copywriting, Photography, Marketing Communications, CSS, Social Media, Content Management, Corporate Communications, Proofreading, Internal Communications, Project Planning, Problem Solving, Advertising, Creative Direction, Creative Strategy, Creative Writing, Magazines, Social Media Marketing, Email Marketing, Content Strategy, Publishing, Web Content Management, Press Releases, SEO, Online Marketing, Editing

Education
St. Clair College   1998 — 2001
Diploma, Journalism

Games Workshop Academy   2007 — 2009
Communications and Management

Tyler Korb Tyler Korb Greater Boston Area Details
Tyler Korb's Sun Life Financial Experience May 2010 - June 2015
Job
Industry Financial Services
Experience
The Boston Consulting Group  June 2015 - Present
Sun Life Financial   May 2010 - June 2015
Suffolk University  January 2007 - May 2012
Sun Life Financial   October 2007 - May 2010
Sun Life Financial   September 2005 - October 2007
Pioneer Investments  June 1999 - September 2005
Pioneer Investments  January 1998 - June 1999
Pioneer Investments  October 1996 - December 1997

Skills
Instructional Design, Performance Consulting, Coaching, Training, Information Mapping, Business Process..., Quality Control, Action Research, Leadership Development, Organizational..., Captivate, Career Development, Adult Education, E-Learning, Talent Management, Needs Analysis, Performance Management, Onboarding, Change Management, Management Development, Management, Process Improvement, Human Resources, Strategy, Team Building, Workshop Facilitation, Visio, Staff Development, Organizational..., Program Management, Analysis, Organizational Learning, Cross-functional Team..., Software Documentation, Employee Training, Training Delivery, Leadership

Education
Suffolk University
Master of Science

University of Nebraska at Kearney
Bachelor of Arts

Luke MacDonald Luke MacDonald Halifax, Canada Area Details
Luke MacDonald's Sun Life Financial Experience May 2013 - November 2014
Job Account Manager Marine Safety (Maritimes) at K&D Pratt Group Inc.
Industry Financial Services
Experience
K&D Pratt Group Inc.   November 2014 - Present
Sun Life Financial   May 2013 - November 2014
Freedom 55 Financial  2009 - May 2013
Cape Breton Resorts   2006 - 2009

Skills
Sales, Strategic Planning, Marine Safety, Industrial Safety, Market Development, Key Account Management, Territory Management, Client Relations, Marketing Strategy, Teamwork, Communication, Critical Illness, Retirement Planning, Wealth Management, Financial Planners, Mutual Funds, Financial Planning, CRM, Customer Service, Microsoft Office, Management, Leadership, Finance, Team Leadership

Education
St. Francis Xavier University   2005 — 2009
BBA, Finance, General

Baddeck Academy

Theresa Roma Theresa Roma Buffalo/Niagara, New York Area Details
Theresa Roma's Sun Life Financial Experience September 2014 - February 2015
Job Account Manager at Guardian Life
Industry Insurance
Experience
Guardian Life  March 2015 - Present
Sun Life Financial   September 2014 - February 2015
Sun Life Financial   March 2014 - November 2014
Niagara National Inc.   August 2008 - March 2014
Special Olympics Southern California  September 2007 - March 2008
Nancy Davis Foundation for M.S   February 2007 - May 2007
Westside Rental Connection   September 2004 - August 2006

Skills
Employee Benefits, Health Insurance, Microsoft Office, Event Planning, People-oriented, Disability Insurance, Americans with..., Facebook, Customer Relations, Client Relationship..., Social Media, Life Insurance, Dental Insurance, Employee Wellness..., Health Savings Accounts, Customer Service, Insurance, CRM, Health Care Reform, Medicare, Benefits Administration, Self-funded, HMO, COBRA, Underwriting, Human Resources, Flexible Spending..., SHOP certified

Education
State University of New York College at Buffalo   2009 — 2011
Master, Adult Education

University of California, Los Angeles   2006 — 2008
Bachelors, Sociology, Disability Studies

Santa Monica College   2004 — 2006
Associates, Liberal Arts

Laura Maitland Laura Maitland Toronto, Canada Area Details
Laura Maitland's Sun Life Financial Experience April 2007 - August 2007
Job Digital Ad Operations Specialist at Postmedia Network Inc.
Industry Marketing and Advertising
Experience
Postmedia Network Inc.  July 2013 - Present
QMI Sales  October 2011 - June 2013
Kijiji, an eBay Company  May 2011 - July 2011
MediaVest  November 2010 - February 2011
Spafax  March 2010 - November 2010
CX Digital Media Inc.  April 2009 - February 2010
St. Clair College  November 2007 - April 2009
Sun Life Financial   April 2007 - August 2007
SportChek Forzani Group Ltd   October 2004 - August 2006
Total Trade Promotions   February 2004 - June 2005

Skills
Account Management, Advertising Operations, Campaign Optimization, Detail Orientation, DART, Ad Exchanges, Ad Serving, comScore, Trafficking, Client Relationship..., Achieving Results, Keyword Advertising, Ad Networks, Behavioral Targeting, CPM, Cold Calling, Driving Revenue, Direct Sales, Phone Sales, Rich Media, Sales Presentations, Sales Organizations, Self Management, Online Advertising, Affiliate Marketing, Online Marketing, Email Marketing, Data Analysis, Google Adwords, Web Layout, CRM, DoubleClick, Digital Media, SEO, Advertising, Web Analytics

Education
St. Clair College   2006 — 2009
Advanced Diploma, Advertising

Eastwood Collegiate Institute   2001 — 2005

Johannes Tesfai Johannes Tesfai Greater Boston Area Details
Johannes Tesfai's Sun Life Financial Experience August 2014 - Present
Job Medical Stop Loss Account Manager
Industry Insurance
Experience
Sun Life Financial   August 2014 - Present
Sun Life Financial   May 2012 - August 2014
FlexCar Rental   April 2011 - August 2011
Plymouth County District Attorney's Office  January 2010 - May 2010

Skills
Research, Outlook, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Budgets, Management, Sales, Time Management, Program Management, Customer Service, Market Research, Leadership, Analysis, Insurance, Employee Benefits, Data Analysis, Microsoft Word, Public Speaking

Education
Stonehill College   2005 — 2010
Bachelor of Arts, Criminology

Wilbraham & Monson Academy   2001 — 2005
High School

Sean O'Brien, MBA, CLU, ChFC Sean O'Brien, MBA, CLU, ChFC Greater Boston Area Details
Sean O'Brien, MBA, CLU, ChFC's Sun Life Financial Experience 2006 - 2008
Job Financial Services Representative/Investment Adviser Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  2009 - Present
Sun Life Financial   2006 - 2008
MetLife  2004 - 2006
MetLife  2000 - 2004
John Hancock  1995 - 2000
Allmerica Financial  1992 - 1995
Allmerica Financial  1989 - 1992
John Hancock  1985 - 1989

Skills
Fixed Annuities, Retirement, Insurance, Asset Allocation, Financial Services, Retirement Planning, Series 6, Mutual Funds, Wealth Management, Investments, Investment Advisory, Investment Strategies, Series 63, Series 24, 403 (b), Series 7

Education
Suffolk University - Sawyer School of Management
MBA, Finance

The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)

University of Massachusetts Dartmouth-Charlton College of Business
BS, Management

Jilian Murphy Jilian Murphy Greater Boston Area Details
Jilian Murphy's Sun Life Financial Experience September 2012 - October 2014
Job Marketing Communications professional
Industry Public Relations and Communications
Experience
Sun Life Financial   September 2012 - October 2014
Avery Dennison  November 2011 - September 2012
Boston Debate League  September 2010 - December 2010
Boston Private Bank  June 2010 - August 2010

Skills
Corporate Communications, Blogging, Internal Communications, Social Media, Public Relations, Press Releases, Copywriting, Editing, Communications Planning, Team Leadership, Outlook, Event Management, Event Planning, Teamwork, Integrated Marketing, Communication, Marketing, Nonprofits, Marketing Communications, Project Management, Communications Strategy, Microsoft Suites, Employee Engagement, Web Content Management, Public Relations Skills, Ap Style, Social Networking, News Release Writing, Research, Special Events, Facebook, Twitter, Tumblr, Wordpress, Press Kits, Writing Skills, Writing, Team Management, Analytical Writing, Lotus Notes, WebTrends Analytics, Copy Editing, Creative Writing, Web Content, Proofreading, Silverpop Engage, Silverpop, SharePoint

Education
Suffolk University
Bachelor of Arts

Carie Pfeffer Carie Pfeffer Greater Minneapolis-St. Paul Area Details
Carie Pfeffer's Sun Life Financial Experience October 2011 - Present
Job Senior Learning and Development Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   October 2011 - Present
Sun Life Financial   May 2006 - October 2011
Associated Financial Group  September 2002 - May 2006
St. Cloud Hospital  June 2002 - August 2002

Skills
Employee Benefits, Recruiting, Management, Human Resources, Sales, Training, Benefits Administration, Coaching, Insurance, Strategic Planning, Interviews, Process Improvement, Time Management, Onboarding, Program Management, Workshop Facilitation, Virtual Training, Instructional Design, Distance Learning, Life Insurance

Education
St. Cloud State University   1998 — 2002
Bachelor of Arts, Human Resource Management

Bob Pike

Leadership
B.A, Human Resource Management

Sappi Corp (formerly Potlatch)

Stearns CountySt

Chris Hemphill Chris Hemphill Boston, Massachusetts Details
Chris Hemphill's Sun Life Financial Experience August 2013 - Present
Job Business Strategy Consultant
Industry Financial Services
Experience
Sun Life Financial   August 2013 - Present
Stonehill College  September 2011 - May 2013
International Institute of New England  June 2012 - August 2012
Stonehill College  August 2010 - August 2011
Lake Dunmore/Fern Lake Association   May 2010 - August 2010

Skills
Leadership, Market Research, Microsoft Excel, Public Speaking, Data Analysis, Employee Benefits, SharePoint, Insurance, Project Management

Education
Stonehill College   2009 — 2013
Bachelor of Arts, Economics, 3.6

The Beijing Center for Chinese Studies   2012 — 2012
Chinese Political Economy, Junior

Essex Junction Highschool   2005 — 2009
High School Diploma, 3.2

Shady Youssef Shady Youssef Toronto, Canada Area Details
Shady Youssef's Sun Life Financial Experience June 2012 - Present
Job Associate Manager
Industry Financial Services
Experience
Sun Life Financial   June 2012 - Present
Sun Life Financial   October 2007 - November 2011
1700650 Ontario Limited   2002 - 2007

Skills
Investments, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Protection, Wealth Accumulation, Buy-sell Agreements, Wealth Transfer, Annuity, Whole Life, Term Life Insurance, Universal Life, Mortgage Protection, Critical Illness, Disability Insurance, Health Insurance, Key Person Insurance, Management, Fixed Annuities, Training, Retirement, Recruiting, Wealth, Mutual Funds, Financial Services, Retirement Planning, Financial Advisory, Financial Planners, Strategic Financial..., Wealth Management, Risk Management, Retirement Savings, Insurance, Life Insurance, Strategy, Pensions, Long-term Care, Investment Advisory, Estate Planning, Long Term Care Insurance, Investment Strategies, Asset Allocation, Employee Benefits, Relationship Management, Personal Finance, Mortgage Lending, Income Protection, Financial Planning

Education
Holy Names High School Windsor Ontario   1995 — 1999

St. Clair College
Motive Power, Automotive Engineering Technology/Technician

Kathleen Savage Kathleen Savage Toronto, Canada Area Details
Kathleen Savage's Sun Life Financial Experience June 2009 - August 2009
Job BMO Corporate Communications
Industry Public Relations and Communications
Experience
BMO Financial Group  January 2014 - Present
The Canadian Chamber of Commerce in Hong Kong   April 2010 - July 2011
Sun Life Financial   June 2009 - August 2009

Skills
Advertising, Marketing, Interviews, Magazines, Social Media, Event Planning, Teamwork, Research, Social Media Marketing, Public Speaking, Time Management, PowerPoint, Event Management, Marketing Communications, Microsoft Office, Social Networking, Public Relations, Microsoft Excel

Education
St. Francis Xavier University   2009 — 2013
Bachelor of Business Administration (BBA), Marketing

South Island School of Hong Kong   2007 — 2009
International Baccalaureate

Cathy Richardson Cathy Richardson Greater Boston Area Details
Cathy Richardson's Sun Life Financial Experience 1994 - 2003
Job Director, Project Delivery at Epsilon
Industry Marketing and Advertising
Experience
Epsilon  2005 - Present
VMI Property Management, Inc.   2003 - 2005
Sun Life Financial   1994 - 2003

Skills
Vendor Management, SDLC, Business Analysis, SQL, Project Delivery, Databases, Visio, Business Requirements, Management, Requirements Analysis, Project Management, Process Improvement, CRM

Education
Suffolk University - Sawyer Business School
Bachelor of Science in Business Administration, Cum Laude, Management

David Bush David Bush Atlanta, Georgia Details
David Bush's Sun Life Financial Experience July 2006 - December 2011
Job Regional Manager at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group  January 2012 - Present
Sun Life Financial   July 2006 - December 2011
Sun Life Financial   April 2004 - June 2006
Sun Life Financial   July 1998 - March 2004

Skills
Group Benefits, Employee Benefits, Disability Insurance, Benefits, Life Insurance, Brokers, Sales, Health Savings Accounts, Retirement Planning, Term Life Insurance, Retirement, Group Insurance, Critical Illness, Long-term Care, Underwriting, Fixed Annuities, Account Management, 401k

Education
Southwestern University   1994 — 1998
B.A., Business

Keith Gubbay Keith Gubbay Wellesley Hills, Massachusetts Details
Keith Gubbay's Sun Life Financial Experience 2010 - 2012
Job President & Chief Actuarial Officer at Resolution Life
Industry Insurance
Experience
Resolution Life  September 2013 - Present
Sun Life Financial   2010 - 2012
Sun Life Financial US   2004 - 2010

Education
Stanford University Graduate School of Business   1988 — 1989
MSc, Business Administration, Management and Operations

The University of Sheffield

Jeffrey Kusterer Jeffrey Kusterer Rochester, Michigan Details
Jeffrey Kusterer's Sun Life Financial Experience March 2004 - December 2004
Job Regional Director at Financial Products LLC.
Industry Financial Services
Experience
Financial Products LLC   March 2010 - Present
VALIC  May 2008 - March 2010
Merrill Lynch  January 2005 - December 2007
Sun Life Financial   March 2004 - December 2004
AllianceBernstein  February 1994 - March 2004

Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs

Education
SUNY Oswego   1985 — 1989
Bachelor's degree, Economics

Michael A. Pirrello, CPA Michael A. Pirrello, CPA Greater Boston Area Details
Michael A. Pirrello, CPA's Sun Life Financial Experience September 1988 - April 2006
Job AVP, Management Reporting, Planning & Analysis at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.)   September 2008 - Present
Commonwealth Annuity and Life Insurance Company (Affiliate of Goldman Sachs)   April 2006 - September 2008
Sun Life Financial   September 1988 - April 2006
Coopers & Lybrand (now PwC)   1982 - 1985

Skills
Financial Analysis, Financial Reporting, Risk Management, Strategic Financial..., Financial Modeling, Life Insurance, Reinsurance, Fixed Annuities, Accounting, Corporate Finance, Asset Managment, Enterprise Risk..., Corporate Budgeting, Rating Agencies, Management Reporting, Capital Management, Distribution..., Board of Directors..., Management's Discussion..., Analyst Call Preparation, Statutory Accounting, IFRS, US GAAP reporting, Investments, Asset Management, Mergers & Acquisitions, Management, Mutual Funds, Financial Risk, Valuation, Insurance, Financial Services, Finance, Analysis, Business Analysis, Financial Planning

Education
St. John's University   1987 — 1989
MBA, Finance, 3.86

St. Francis College   1978 — 1982
BS, Accounting, 3.94

eric brumble eric brumble Greater Philadelphia Area Details
eric brumble's Sun Life Financial Experience August 2006 - February 2012
Job Disability Claims Examiner II at Reliance Standard
Industry Financial Services
Experience
Reliance Standard  January 2013 - Present
Keystone Mercy Health Plan  March 2012 - December 2012
Sun Life Financial   August 2006 - February 2012
Riverside Community Care  August 2004 - February 2006
Horace Mann Educational Associates  June 2003 - August 2004

Skills
Psychology, Case Managment, Workshop Facilitation, Coaching, Training, Program Development, Leadership Development, Human Resources, Health Insurance, Public Speaking, Employee Relations, Non-profits, Performance Management, Research, Recruiting, Leadership, Employee Benefits, Organizational..., Case Management, Interviews, Mental Health, Event Planning, Nonprofits, Editing, Staff Development, Social Networking, Community Outreach, Event Management, Policy, Insurance, Healthcare, Team Building, Onboarding, Analysis, Customer Service

Education
Suffolk University   1990 — 1993
BS, Clinical Psychology

Heather Way Trabulsi Heather Way Trabulsi Kitchener, Canada Area Details
Heather Way Trabulsi's Sun Life Financial Experience January 2014 - Present
Job Image & Workflow Program Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   January 2014 - Present
HWTrabulsi Consulting Ltd   December 2005 - Present
TDL Group (Tim Horton's Inc)   May 2013 - October 2013
Trader Corporation  February 2013 - April 2013
Manulife Fin   October 2011 - January 2012
RIM  November 2010 - August 2011
Agricorp  January 2006 - March 2010
Sun Life Financial   April 2004 - September 2005
Manulife Financial  July 2003 - March 2004
Clarica  January 1993 - December 2002

Skills
Business Process..., Project Management, Financial Accounting, Communication, Cross-functional Team..., Process Analysis, Data Reconciliation, Data Analysis, Analysis, Accounting, Business Analysis, PMO, PMP, Auditing, Finance, Time Management, Business Process, Management, Team Building, Team Leadership, Process Improvement, Business Requirements, Insurance, Project Portfolio..., Software Documentation

Education
Wilfrid Laurier University   1988 — 2000
Accounting, CA Accounting

St. Lawrence College   1987 — 1988
Accounting, CMA Accounting

Julie Moor Julie Moor Ottawa, Canada Area Details
Julie Moor's Sun Life Financial Experience 2003 - 2010
Job Portfolio Delivery Manager at Export Development Canada
Industry Financial Services
Experience
Export Development Canada  November 2011 - Present
(Volunteer) Dress for Success Ottawa   May 2011 - Present
Sun Life Financial   2003 - 2010
Clarica  1998 - 2002
MetLife  1979 - 1998

Skills
Requirements Analysis, SDLC, Business Analysis, Program Management, Change Management, Problem Solving, Visio, Risk Management, PMO, Business Process..., Project Management, Project Delivery, Enterprise Architecture, Leadership, MS Project, PMP, IT Strategy, Requirements Gathering, Project Portfolio..., Analysis, ITIL, Integration, Business Intelligence, Business Process, Vendor Management, Process Improvement

Education
St. Lawrence College   1976 — 1979
Business Administration Diploma, Information Systems

Matthew Bown Matthew Bown Greater Boston Area Details
Matthew Bown's Sun Life Financial Experience June 2009 - January 2012
Job Associate Attorney at Smith & Brink, P.C.
Industry Legal Services
Experience
Smith & Brink, P.C.   June 2013 - Present
Smith & Brink, P.C.   March 2012 - June 2013
Sun Life Financial   June 2009 - January 2012
Sovereign Bank  January 2008 - June 2009
Stoughton High   1996 - 2000
Stoughton High   1996 - 2000

Skills
Legal Writing, Estate Planning, Legal Research, Westlaw, Securities, Insurance, Litigation, Civil Litigation, Mutual Funds, Mediation, Trials, FINRA, Lexis, Courts, Corporate Law, Licensing, Commercial Litigation, Legal Assistance, Series 7, Arbitration

Education
Suffolk University Law School   2009 — 2012
Juris Doctor, Law

University of New Hampshire   2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government

Jean St. George Jean St. George Greater Boston Area Details
Jean St. George's Sun Life Financial Experience June 2010 - May 2011
Job Senior Recruitment Consultant Shire Pharmaceuticals
Industry Human Resources
Experience
Shire Pharmaceuticals  February 2015 - Present
WinnCompanies  February 2014 - December 2014
Hebrew SeniorLife  May 2011 - February 2014
Sun Life Financial   June 2010 - May 2011
Little Voices Early Care and Education   January 2007 - May 2011
Sun Life Financial   May 2005 - June 2010
Sun Life Financial   March 2004 - May 2005
Venturi Staffing at Sun Life Financial   August 2000 - March 2004
Enterprise Rent-A-Car  February 1997 - July 2000
Charles River Arc  July 1995 - February 1997

Education
Suffolk University   1991 — 1995
BS

Mount St. Joseph   1987 — 1991
High School Diploma

David A. Serio, CPA David A. Serio, CPA Richmond, Virginia Area Details
David A. Serio, CPA's Sun Life Financial Experience 1987 - 1997
Job Audit, Risk Management and Regulatory Compliance Consultant
Industry Financial Services
Experience
Accretive Solutions, Strategic Risk Associates, Capital One, CXI, Resources Global   April 2008 - Present
Capital One  August 2002 - December 2007
US Financial Advisors/BDMP Wealth Mgmt   January 2000 - July 2002
PricewaterhouseCoopers  August 1997 - December 1999
Sun Life Financial   1987 - 1997

Skills
Auditing, Risk Management, Business Process..., Internal Controls, Internal Audit, Strategy, Banking, Risk Assessment, Process Improvement, Financial Risk, Due Diligence, Financial Services, Governance, Finance, Mergers & Acquisitions

Education
Suffolk University   1982 — 1983
MBA, Finance

University at Buffalo   1970 — 1974
BS, Accounting

Danielle Charette Danielle Charette Waltham, Massachusetts Details
Danielle Charette's Sun Life Financial Experience July 2012 - Present
Job Case Manager, Shire
Industry Biotechnology
Experience
Shire  August 2015 - Present
Sun Life Financial   July 2012 - Present
GENZYME CORPORATION  November 2009 - September 2012
SUN LIFE ASSURANCES OF CANADA   January 2007 - November 2009
Boston Herald  June 2006 - January 2007

Skills
Sales, Account Management, Social Media, Customer Service, Research, Editing, Microsoft Office, Advertising, Public Speaking, Project Management, Call Center, Healthcare, Management, Employee Benefits, Training

Education
Suffolk University   2002 — 2006
Bachelor of Arts, English

Masuk High School   1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General

Yixue Zhang Yixue Zhang Greater Boston Area Details
Yixue Zhang's Sun Life Financial Experience June 2008 - January 2011
Job AVP, Tax Senior at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings  January 2013 - Present
Boston Private Financial Holdings  March 2011 - January 2013
Sun Life Financial   June 2008 - January 2011
Sun Life Financial   2005 - 2008

Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Tax, Accounting, Internal Controls, Finance

Education
Suffolk University
master, Tax

Johanna Mueller Johanna Mueller Greater Boston Area Details
Johanna Mueller's Sun Life Financial Experience 2012 - Present
Job LTD Senior Benefit Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   2012 - Present
Unum  2012 - 2012
Nine West  2005 - 2011
Calypso Communications  May 2010 - August 2010

Skills
Customer Service, Social Media, Risk Management, Disability Insurance, Disability Claims..., Letter Writing, Long-Term Disability, Microsoft Office, Time Management, Financial Analysis

Education
Stonehill College   2008 — 2011
Bachelor of Science, Business Administration; Marketing; Economics

Suffolk University   2007 — 2008
Business Administration and Management, General

Peter Mollard Peter Mollard Toronto, Canada Area Details
Peter Mollard's Sun Life Financial Experience August 2002 - February 2004
Job Marketing & Communications Professional
Industry Marketing and Advertising
Experience
MSR eCustoms   February 2014 - Present
ACE INA Insurance  February 2004 - November 2013
Sun Life Financial   August 2002 - February 2004
Sun Life Financial   March 2000 - August 2002
Sun Life Financial   August 1998 - March 2000
TD Bank  April 1997 - August 1998

Skills
Copywriting, Graphic Design, Communications..., Technical Writing, Marketing Strategy, Advertising, Insurance, Marketing Communications, Direct Marketing, Strategic Planning, Corporate Communications, Email Marketing, Newsletters, Project Management, Brochures, Event Planning, RFP, Internal Communications, Employee Training, Brand Development, Brand Management, Brand Awareness, Presentations, PowerPoint, Microsoft Word, Illustrator, Adobe Creative Suite, Microsoft Publisher

Education
York University   1994 — 1998
B.A.

St. Andrew's College   1986 — 1993
High School

Peter Chandler, CFP®, MBA Peter Chandler, CFP®, MBA Greater New York City Area Details
Peter Chandler, CFP®, MBA's Sun Life Financial Experience April 2005 - January 2012
Job Regional Vice President at ICON Investments
Industry Financial Services
Experience
ICON Investments  July 2012 - Present
Sun Life Financial   April 2005 - January 2012
Hartford/Planco  March 2003 - April 2005
Northern NJ   September 2002 - March 2003

Skills
Series 7, Series 63, CFP®, Alternative Investments, Public Speaking, Annuities, Retirement Planning, Investment Planning, Estate Planning, Insurance, Fixed Annuities, 401k, Asset Allocation, Financial Planning, Investments, Mutual Funds, Retirement, Securities, Series 6, Strategic Financial...

Education
University of Southern Maine, MBA   2000 — 2001
MBA, Marketing and Finance

State University of New York College at Potsdam   1994 — 1998
Bachelor of Arts, Industrial Labor Relations

Ken Balsamo Ken Balsamo Rochester, New York Area Details
Ken Balsamo's Sun Life Financial Experience May 2009 - May 2013
Job Account Executive at Benefit Resource, Inc.
Industry Insurance
Experience
Benefit Resource, Inc.   June 2013 - Present
Sun Life Financial   May 2009 - May 2013
Excellus BCBS  1999 - 2009

Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Health Savings Accounts, Brokers, Life Insurance, Long-term Care, Underwriting, Employee Wellness, Benefits Administration, Flexible Spending..., Term Life Insurance, Sales, COBRA

Education
State University of New York College at Brockport   2000 — 2003
Master of Public Administration (MPA), Health Care Management

State University of New York College at Brockport   1985 — 1987
Bachelor of Science (BS), Communication - Broadcasting

University of Tampa   1982 — 1984

Michael Dolaher Michael Dolaher Greater Boston Area Details
Michael Dolaher's Sun Life Financial Experience 2009 - 2012
Job National Accounts Manager, Financial Institutions at Security Benefit
Industry Financial Services
Experience
Security Benefit  July 2015 - Present
Genworth Financial  August 2012 - May 2015
Sun Life Financial   2009 - 2012
Sun Life Financial   2008 - 2009
Sun Life Financial   2006 - 2008
Sun Life Financial   2004 - 2006
Sun Life Financial   2002 - 2004
Suffolk University  2001 - 2004
Fidelity Investments Life Insurance Company  2000 - 2001
Fidelity Investments Life insurance Company  1999 - 2000

Skills
strong presentation..., product knowledge, client relationship..., Mutual Funds, Customer Relations, Investments, Sales Management, Customer Service, Business Development, Series 63, Series 7, Account Management, Strategic Planning, New Business Development, Negotiation, Retirement Planning, Public Speaking, Team Building, Project Management, Coaching, Wealth Management, Competitive Analysis, Teamwork, Series 6, Business Strategy, Business Planning, Sales, CRM, Strategic Financial..., PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Microsoft Office, Outlook, Process Improvement, Budget, Series 26, 401k, Fixed Annuities, Long-term Care, Variable Annuities, Long Term Care Insurance, Insurance, Relationship Management, Securities, Financial Services, Retirement, Life Insurance, Salesforce.com

Education
Suffolk University   2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of New Hampshire   1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government major/Justice Studies minor

Wilbraham & Monson Academy   1986 — 1990
High School

Brian Dewey Brian Dewey Fairfield, Connecticut Details
Brian Dewey's Sun Life Financial Experience September 2014 - Present
Job Small Business Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   September 2014 - Present
Sun Life Financial   June 2013 - September 2014
BeyondTrust  April 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.)   October 2011 - January 2012
Life Solutions Group  July 2010 - October 2011

Skills
Life Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Enterprise Software, Health Insurance, Retirement Planning, Wealth Management, Estate Planning, Finance, Disability Insurance, Securities, Sales, Mutual Funds, Employee Benefits, Retirement, Series 7, Investments

Education
Stonehill College   2006 — 2010
Economics, Finance

Paul Coffin, MBA Paul Coffin, MBA Tampa, Florida Details
Paul Coffin, MBA's Sun Life Financial Experience 2005 - 2006
Job Regional Vice President at Moody National Companies
Industry Financial Services
Experience
Moody National Companies  July 2015 - Present
Vertical Capital Markets Group, LLC  May 2013 - Present
Invest Financial  May 2011 - May 2013
TPP, Inc.   2009 - June 2011
Prudential Financial  2008 - 2009
Prudential Financial  2007 - 2008
Prudential Financial  2006 - 2007
Sun Life Financial   2005 - 2006

Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting

Education
University of Florida - Warrington College Of Business   2009 — 2011
MBA

Stetson University   2001 — 2005
Business, Marketing, Spanish

Bishop Verot High School

Kathryn Bennett Kathryn Bennett Toronto, Canada Area Details
Kathryn Bennett's Sun Life Financial Experience August 1998 - July 2002
Job Senior Regional Sales Director at Desjardins Insurance
Industry Financial Services
Experience
Desjardins Insurance  2011 - Present
MD Insurance Agency Limited   January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor   October 2005 - June 2008
Pallett Valo LLP  October 2004 - October 2005
RBC Dominion Securities  October 2003 - October 2004
Aird & Berlis LLP  July 2002 - October 2003
Sun Life Financial   August 1998 - July 2002
Canada Life  July 1994 - August 1998
Canada Trust  August 1989 - July 1994

Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning

Education
York University - Osgoode Hall Law School   1978 — 1983
LL.B.

University of Virginia   1976 — 1978
M.A. (incomplete)

State University of New York College at Brockport   1973 — 1976
B.A. (magna cum laude)

Marie Mariano Marie Mariano Greater Boston Area Details
Marie Mariano's Sun Life Financial Experience January 2005 - Present
Job IT Trainer at Ropes & Gray LLP
Industry Professional Training & Coaching
Experience
Ropes & Gray LLP  June 2010 - Present
Sun Life Financial   January 2005 - Present
Sun Life Financial   January 2009 - June 2010
Sun Life Financial   January 2007 - December 2008

Skills
Training Delivery, Instructional Design, Training, Captivate, Needs Analysis, Instructor-led Training, Coaching, Knowledge Management, Workshop Facilitation, Blended Learning, Performance Management, Talent Management, E-Learning, Public Speaking, Leadership Development

Education
Suffolk University   2006 — 2009
Masters, Adult & Organizational Development

University of Massachusetts Dartmouth   2000 — 2004
Bachelor of Arts (BA), Sociology; Criminal Justice

Daniel Buermann Daniel Buermann Greater Boston Area Details
Daniel Buermann's Sun Life Financial Experience November 2009 - August 2013
Job Director, Product at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company  August 2015 - Present
Delaware Life Insurance Company  May 2015 - July 2015
Delaware Life Insurance Company  August 2013 - January 2015
Sun Life Financial   November 2009 - August 2013
Sun Life Financial   June 2007 - November 2009
Sun Life Financial   March 2006 - June 2007
Sun Life Financial   September 2003 - March 2006
Sun Life Financial   July 2001 - September 2003
TD Bank Group  September 1999 - June 2001
Mad River Glen  January 1999 - August 1999

Skills
Asset Allocation, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Finance, Investment Strategies, Financial Services, Financial Planning, Investments, Financial Analysis, Financial Modeling, Risk Management, Insurance, Financial Risk

Education
University of Massachusetts Boston   2005 — 2007
Master of Business Administration (MBA), Finance

Springfield College   1995 — 1999
Bachelor of Science (BS), Sports Management

Natalie Hedlund Natalie Hedlund Boston, Massachusetts Details
Natalie Hedlund's Sun Life Financial Experience March 2008 - January 2012
Job AVP National Accounts & RIA Services at Payden & Rygel
Industry Financial Services
Experience
Payden & Rygel  October 2012 - Present
StatPro  January 2012 - October 2012
Sun Life Financial   March 2008 - January 2012
Brown Brothers Harriman  June 2006 - March 2008

Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Asset Allocation, FINRA, Investments, Public Speaking, Salesforce.com, Sales Presentations, New Business Development, Email Marketing, Cloud Computing, Financial Advisory, Life Insurance, Variable Annuities, Asset Management

Education
Stonehill College
Bachelor of Arts, Double Major US History & Elementary Education

Coyle & Cassidy HS

Richard Jarmuzewski, ALMI, AFSI, ACS Richard Jarmuzewski, ALMI, AFSI, ACS Framingham, Massachusetts Details
Richard Jarmuzewski, ALMI, AFSI, ACS's Sun Life Financial Experience April 2008 - August 2013
Job Senior Lead Case Management Consultant at Delaware Life
Industry Financial Services
Experience
Delaware Life  August 2013 - Present
Sun Life Financial   April 2008 - August 2013
Sun Life Financial   March 2006 - April 2008
TD Bank Group  August 2003 - September 2006

Skills
Life Insurance, Insurance, Mutual Funds, Employee Benefits, Strategic Financial..., Investments, Wealth Management, Relationship Management, Financial Services, Retirement, Analysis, Risk Management, Retirement Planning, Microsoft Excel

Education
Western New England College   2003 — 2005
Bachelors, Business Administration

Springfield Technical Community College   2000 — 2003
Associates, Finance

Thomas Downey Thomas Downey Greater Boston Area Details
Thomas Downey's Sun Life Financial Experience May 2013 - Present
Job Senior Business Continuity Analyst at Santander Bank, N.A.
Industry Insurance
Experience
Santander Bank, N.A.   June 2015 - Present
Sun Life Financial   May 2013 - Present
University of Massachusetts Amherst  January 2013 - May 2013
Plymouth Rock Assurance  May 2011 - May 2012
State Street  October 2007 - May 2011
Fidelity Investments  October 1997 - October 2007

Skills
Business Continuity, Risk Management, Incident Management, Business Continuity..., Disaster Recovery, Emergency Management, Information Security..., ITIL, Information Security, Financial Risk, Risk Assessment, ISO 27001, Enterprise Risk..., Program Management, Vendor Management

Education
Springfield College   1988 — 1993

Bobby Anderson Bobby Anderson Houston, Texas Area Details
Bobby Anderson's Sun Life Financial Experience June 2001 - July 2006
Job Benefits Consultant at USI
Industry Insurance
Experience
USI  July 2006 - Present
Sun Life Financial   June 2001 - July 2006
GE Financial  June 2001 - June 2004

Skills
Employee Benefits, Insurance, Mergers, Time Management, Disability Insurance, Health Insurance, Private Equity, Health Savings Accounts, Benefits Administration, Underwriting, Life Insurance, Cold Calling, Strategic Planning, Claim, Sales Management, Leadership, Customer Service, Training, Sales Process, Marketing, Team Building, COBRA

Education
Stephen F. Austin State University   1997 — 2001
BA, Business Communication

Erika Hockey Erika Hockey Ottawa, Canada Area Details
Erika Hockey's Sun Life Financial Experience October 2007 - September 2010
Job Programmer/Analyst at Canada Revenue Agency
Industry Financial Services
Experience
Canada Revenue Agency  September 2011 - Present
Thermo Fisher Scientific  November 2010 - September 2011
Sun Life Financial   October 2007 - September 2010
Sun Life Financial   January 1998 - October 2007
MetLife Canada  1993 - 1998

Skills
COBOL, CICS, JCL, DB2, Mainframe, Software Documentation, SDLC, TSO, Business Analysis

Education
St. Lawrence College   1989 — 1993
Information Technology

Chris Yee-Paulson Chris Yee-Paulson Washington D.C. Metro Area Details
Chris Yee-Paulson's Sun Life Financial Experience August 2014 - August 2015
Job Market Analyst at Avascent
Industry Management Consulting
Experience
Avascent Analytics   August 2015 - Present
Sun Life Financial   August 2014 - August 2015
Tufts University  June 2014 - December 2014
180 Degrees Consulting  July 2013 - May 2014
Office of Senator Edward J. Markey   September 2013 - December 2013
United For a Fair Economy  June 2012 - August 2012
Pentagon: Office of Secretary of Defense, Cost Assessment Program Evaluation   June 2011 - August 2011
Office of Congressman Barney Frank (D-MA)   June 2010 - August 2010

Skills
Economics, Corporate Finance, Analysis, Statistics, Econometrics, Policy Analysis, International Relations, Stata, International Economics, Cost Analysis, Public Policy, Research

Education
Tufts University   2010 — 2014
Bachelor's Degree, Economics and Political Science (B.A.)

Stanford Graduate School of Business   2013 — 2013
Business Administration and Management, General

Brookline High School   2006 — 2010
High School Dipolma

Robert Ghostlaw Robert Ghostlaw Rochester, New York Area Details
Robert Ghostlaw's Sun Life Financial Experience July 2010 - Present
Job Group Sales Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   July 2010 - Present
Sun Life Financial   May 2009 - January 2010

Skills
Employee Benefits, Voluntary Employee..., Real Estate Investor, Landl, Management, Health Insurance, Sales, Marketing, Disability Insurance, Life Insurance, Long-term Care, Insurance, Retirement, Term Life Insurance, Microsoft Excel, Underwriting, Benefits Administration, 401k, Retirement Planning

Education
State University of New York College at Geneseo   2006 — 2010
Business Administration

Honeoye Falls Lima High School   2002 — 2006

Leah Hatfield Leah Hatfield Toronto, Canada Area Details
Leah Hatfield's Sun Life Financial Experience 1997 - 2003
Job Regional Director, RBC Insurance
Industry Insurance
Experience
RBC Insurance  May 2006 - Present
Sun Life Financial   1997 - 2003

Skills
Disability Insurance, Life Insurance, Long-term Care, Health Insurance, Term Life Insurance, Critical Illness, Insurance, Retirement Planning, Underwriting, General Insurance

Education
St. Francis Xavier University   1996 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

St. Francis Xavier University   1991 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing

Gene Voloshin, PMP Gene Voloshin, PMP Greater Boston Area Details
Gene Voloshin, PMP's Sun Life Financial Experience June 2002 - May 2004
Job Owner at Catalyst Development Group LLC.
Industry Construction
Experience
Catalyst Development Group LLC.   January 2009 - Present
Inter Loyalty Management   November 2009 - January 2014
Endurance International Group  October 2010 - May 2013
Nokia  August 2009 - July 2010
EMC  September 2008 - August 2009
EMC Corporation (Alliance Global Services)   February 2007 - August 2008
Massachusetts Department of Revenue  January 2006 - January 2007
Massachusetts Information Technology Department   December 2004 - December 2005
GetConnected Inc.  May 2004 - November 2004
Sun Life Financial   June 2002 - May 2004

Skills
IT Strategy, Product Management, Systems Analysis, Process Improvement, Mobile Applications, Data Warehousing, Scrum, Agile Project Management, Agile Methodologies, SaaS, Project Portfolio..., Program Management, E-commerce, Vendor Management, Web Hosting, Social Media, E-commerce Solutions, Online Marketing, Email Marketing Software, Offshore Management, Social Media Marketing, Certified Project..., Process Consulting, Requirements Management, ERP/CRM, PCI DSS, Professional Services, Web Chat Implementation, Predictive Dialers, Website Monetization, Wordpress, weebly, Google Analytics, goMobi, Mobile Devices, Cloud Computing, Analytics, Start-ups, Project Management, Quality Assurance, Requirements Gathering, Competitive Analysis, Requirements Analysis, Business Process..., Management, Business Development, Business Analysis, Project Planning, Architectures, Budgets

Education
Suffolk University - Sawyer Business School   1996 — 2000
BSBA

International Solomon University   1994 — 1994
Bachelor of Science

Pamela Salvarakis Pamela Salvarakis Ottawa, Canada Area Details
Pamela Salvarakis's Sun Life Financial Experience April 2010 - Present
Job Advisor Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   April 2010 - Present
HSBC  April 1998 - February 2010

Skills
Wealth Management, Mutual Funds, Wealth, Retirement Planning, Retirement, Critical Illness, Strategic Financial..., Financial Analysis, Finance, Life Insurance, Group Insurance, Debt Elimination, Financial Services, Relationship Management, Financial Planning, Investments, Portfolio Management, Financial Advisory

Education
St. Clair College   1988 — 1991
Marketing

Priscilla Santana Priscilla Santana Greater Boston Area Details
Priscilla Santana's Sun Life Financial Experience December 2014 - Present
Job International Marketing Coordinator at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial   December 2014 - Present
Sun Life Financial   October 2012 - Present
Sun Life Financial   June 2011 - October 2012
Sun Life Financial   June 2009 - August 2009
Popfcher, DiSciullo, & Petruzziello   August 2008 - December 2008
Sun Life Financial   June 2008 - August 2008
Abercrombie & Fitch  January 2008 - August 2008
American Student Assistance  June 2007 - October 2007

Skills
Marketing, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Community Outreach, Philanthropy, Marketing Communications, Social Media, Editing

Education
Suffolk University   2007 — 2011
BSBA, Marketing

Brighton High School   2003 — 2007

Cyril V. Muise, FMA Cyril V. Muise, FMA Halifax, Canada Area Details
Cyril V. Muise, FMA's Sun Life Financial Experience December 2013 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   December 2013 - Present
Global Maxfin Capital   February 2010 - December 2013
Manulife Securities  November 2005 - January 2010

Skills
Estate Planning, Financial Planning, Asset Management, Investments, Equities, Insurance, Retirement Planning, Strategic Financial..., Coaching, Cross Functional Team..., Team Leadership, Critical Illness, Employee Benefits, Disability Insurance, Mutual Funds, Wealth Management, Finance, Financial Planners, Financial Advisory, Leadership

Education
St. Francis Xavier University   1977 — 1981
Bachelor of Arts, Political Science, Economics

Jason Capodanno Jason Capodanno Greater Boston Area Details
Jason Capodanno's Sun Life Financial Experience 2001 - 2006
Job GM Partner Sales at GreenBananaSEO
Industry Marketing and Advertising
Experience
GreenBananaSEO   October 2014 - Present
GreenBananaSEO   October 2014 - Present
Community Connection JFL Marketing Inc.   July 2010 - Present
LocalTel Inc.and PageOne Local Inc.   January 2007 - July 2010
LocalTel, Inc.   2006 - July 2010
Berry Company  2006 - 2006
Berry Company  2005 - 2006
Sun Life Financial   2001 - 2006
Ohio National  2003 - 2004

Skills
Lead Generation, SEM, Online Advertising, Mobile Marketing, Advertising, Marketing Strategy, Google Adwords, Sales Management, Web Marketing, Sales, PPC, Digital Marketing, SEO, Social Media Marketing, Digital Media, Email Marketing, Online Marketing, Selling, Direct Marketing, Business Development, E-commerce, Leadership, Direct Mail, Advertising Sales, New Business Development, Business Process..., Salesforce.com, B2B, Account Management, Customer Acquisition, Mobile Advertising, Digital Strategy, Strategic Partnerships, Management

Education
St. Petersburg College   1992 — 1994

Winchester   1988 — 1992

St Petersburg

Louis Vasquez Louis Vasquez Las Vegas, Nevada Details
Louis Vasquez's Sun Life Financial Experience September 2007 - April 2008
Job Director of Hotel Operations for Palms Casino Resort & The Palms Place Hotel and Spa
Industry Hospitality
Experience
Palms Casino Resort  June 2013 - June 2015
Mr. C Beverly Hills  May 2011 - December 2012
SLS Hotel Beverly Hills  May 2009 - March 2011
Sun Life Financial   September 2007 - April 2008
Fairmont Hotels and Resorts  January 2006 - September 2007
Boston Harbor Hotel  March 2005 - November 2005
Sentient Jet  October 2004 - February 2005
Four Seasons Hotels and Resorts  April 2002 - October 2004
Cambridge Center Marriott   September 1999 - January 2002

Skills
Hospitality, Hotels, Front Office, Revenue Management, Property Management..., Hotel Management, Hospitality Industry, Hospitality Management, Resorts, Micros, Yield Management, Pre-opening, Customer Service, Banquets, Tourism, Sales, Revenue Analysis, Rooms Division, Opening Hotels, Opera, Concierge Services, Reservations, Management, Guest Service Management, Hotel Booking, Training, Customer Satisfaction

Education
Suffolk University   1998 — 2000

St. Mary's High School   1994 — 1998

Robert Paiva Robert Paiva Raleigh-Durham, North Carolina Area Details
Robert Paiva's Sun Life Financial Experience June 2004 - July 2006
Job at
Industry Information Technology and Services
Experience
First Citizens Bank  April 2015 - Present
First Citizens Bank  September 2014 - April 2015
BB&T  May 2013 - September 2014
SilverSky  July 2012 - May 2013
State Street Corporation  July 2008 - July 2012
John Hancock Financial Services  March 2008 - June 2008
Hanover Insurance Group  July 2006 - March 2008
Sun Life Financial   June 2004 - July 2006
Boston Financial Data Services  May 2003 - June 2004
Boston Financial Data Services  May 2000 - May 2003

Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit

Education
Suffolk University   2000 — 2002
Master, Business Administration; Management Information Systems

University of Massachusetts   1994 — 1998
B.A, Economics

David Ives David Ives Greater Boston Area Details
David Ives's Sun Life Financial Experience January 2006 - May 2006
Job Associate Director, Regulatory Operations at Vertex Pharmaceuticals
Industry Biotechnology
Experience
Vertex Pharmaceuticals  March 2013 - Present
Vertex Pharmaceuticals  October 2011 - March 2013
Vertex Pharmaceuticals  May 2007 - December 2011
Vertex Pharmaceuticals  May 2007 - April 2011
Millennium Pharmaceuticals  May 2006 - May 2007
Sun Life Financial   January 2006 - May 2006
Rounder Records  September 2005 - December 2005

Skills
Pharmaceutical Industry, Management, Analysis, Validation, Clinical Trials, Clinical Development, FDA, Team Leadership, 21 CFR Part 11, Project Management, GMP, Technology Transfer, Change Control, Fundraising, Computer System..., Strategy, Process Improvement, Quality Assurance, Cross-functional Team..., Drug Development, Software Documentation, Vendor Management, Strategic Planning, Budgets, Business Strategy, Leadership, GLP, Biotechnology, Contract Negotiation, Data Analysis, Databases, Governance, Training, Six Sigma, Change Management, Drug Discovery

Education
State University of New York College at Oneonta   2003 — 2005
B.A., Music Industry

Schenectady County Community College   2000 — 2003
A.S., Humanities and Social Sciences

Lorie Gangi Lorie Gangi Greater Boston Area Details
Lorie Gangi's Sun Life Financial Experience June 1999 - December 2010
Job Client Services Associate at Motus, LLC
Industry Financial Services
Experience
Motus, LLC  August 2014 - Present
Corporate Reimbursement Services  May 2012 - August 2014
Contract Assignments  January 2011 - July 2012
Sun Life Financial   June 1999 - December 2010

Skills
Training, Invoicing, Microsoft Word, Time Management, Policy, Teamwork, Payroll, Process Improvement, Microsoft Office, Management, Microsoft Excel, Analitical, Logical Thinker, Customer Service, Outlook, Salesforce.com

Education
Stonehill College   1994 — 1998
BA, Mathematics, Business

Shannon Slattery Shannon Slattery Greater Boston Area Details
Shannon Slattery's Sun Life Financial Experience April 2014 - Present
Job Stop Loss Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   April 2014 - Present
GlassHouse Technologies  June 2007 - April 2014
Bennett Mortgage and Investment Company   September 2001 - June 2007
Sun Life Financial   June 1999 - September 2001

Skills
Human Resources, Vendor Management, Benefits Administration, Office Management, Onboarding, Employee Benefits, Customer Service, Program Management, Team Building, Training

Education
Stonehill College   1994 — 1998
BA, Sociology

Michelle Gerardi Michelle Gerardi Greater Boston Area Details
Michelle Gerardi's Sun Life Financial Experience May 2005 - November 2007
Job Sr. Recruiter at Chiltern
Industry Pharmaceuticals
Experience
Chiltern  November 2014 - Present
Chiltern  September 2014 - November 2014
Aptiv Solutions  December 2013 - July 2014
Aptiv Solutions  December 2007 - November 2013
Sun Life Financial   May 2005 - November 2007
Venturi Staffing Partners  1998 - 2005
Cross Country TravCorps  1996 - 1998
MB Consultants   1995 - 1996

Skills
CRO, Clinical Research, GCP, Talent Acquisition, Medical Devices, Vendor Management, Interviews, Pharmacovigilance, Clinical Trials, Training, Pharmaceutical Industry, Biotechnology, Regulatory Affairs, Human Resources, Recruiting, CTMS, Applicant Tracking..., Oncology, Project Management, Business Development, Talent Management

Education
Stonehill College   1992 — 1996

Brandon Everett Brandon Everett Greater New York City Area Details
Brandon Everett's Sun Life Financial Experience June 2000 - August 2002
Job Investor Reporting Leader Capital Markets
Industry Financial Services
Experience
Springleaf Financial Services  May 2015 - Present
GE Capital  June 2011 - May 2015
UBS AG  May 2006 - May 2011
i-Deal LLC  March 2003 - April 2006
Sun Life Financial   June 2000 - August 2002

Skills
Banking, Financial Services, Leadership, Accounting, Alternative Investments, Securitization, Asset-backed..., Quality Control, Quality Management, Six Sigma, Databases, Business Objects, Project Management, Bank Reconciliation, Account Reconciliation, Internal Controls, Process Control, Team Leadership, Cross-functional Team..., Simplification, Operational Risk, Risk Analysis, Bonds, Portfolio Management, Equities

Education
St. John's University   2005 — 2008
M.B.A., Finance

State University of New York College at Oneonta   1996 — 2000
B.S., Economics

Elizabeth Love Elizabeth Love Greater Boston Area Details
Elizabeth Love's Sun Life Financial Experience October 2001 - May 2012
Job Children's House Teacher at Summit Montessori School
Industry Education Management
Experience
Summit Montessori School  September 2013 - Present
Sun Life Financial   October 2001 - May 2012
Keyport Life Insurance Company  March 1986 - October 2001
FM Global  September 1983 - May 1984

Skills
EDGAR, Securities Law, EDGARizer Software, Annuities, SEC Filings, Variable Products, Insurance, Teamwork, Microsoft Office, SEC filings, Securities Regulation, Securities, Fixed Annuities

Education
Northeast Montessori Institute   2013 — 2014
Montessori Teacher Education

Suffolk University Law School   1982 — 1985
Juris Doctorate

University of Massachusetts, Amherst   1978 — 1982
B.A., Political Science

Jeff Bonneau Jeff Bonneau Springfield, Massachusetts Details
Jeff Bonneau's Sun Life Financial Experience 2013 - 2014
Job Sales Executive
Industry Management Consulting
Experience
Roth Staffing Companies, Ledgent Search Group   2014 - 2015
Sun Life Financial   2013 - 2014
AM Lithography  2011 - 2013
Virgin Money US/Clearpoint Funding   2008 - 2011
LEHMAN BROTHERS HOLDINGS, BNC MORTGAGE INC   2007 - 2008
MORTGAGE LENDERS NETWORK USA, INC  2002 - 2007
SIX FLAGS NEW ENGLAND  2000 - 2001

Skills
CRM, Account Management, Cold Calling, Salesforce.com, New Business Development, Sales, Mortgage Lending, Sales Presentations, B2B, Solution Selling, Sales Management, Sales Process, Selling, Direct Sales, Business Development, Qualifying Prospects, Sales Operations, Lead Generation, Negotiation, Loans, Management, Training, Customer Service

Education
Western New England University   1997 — 2000
BS, Business Administration, Marketing

Springfield Technical Community College   1994 — 1996
Associates Degree, Marketing/Marketing Management, General

Kristy Muccini Kristy Muccini Wellesley Hills, Massachusetts Details
Kristy Muccini's Sun Life Financial Experience June 2011 - Present
Job Manager, Transfer Pricing at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial   June 2011 - Present
Sun Life Financial   October 2007 - June 2011
Sun Life Financial   November 2001 - October 2007
Sun Life Financial   February 1999 - November 2001

Skills
Tax, Financial Analysis, Accounting, Transfer Pricing, Auditing, Corporate Tax, Process Improvement, Corporate Finance, International Tax, Financial Planning, Financial Reporting, Account Reconciliation, Tax Accounting, Sarbanes-Oxley Act, Financial Modeling, Tax Advisory, IFRS, Payroll, Microsoft Excel, Strategic Financial..., Financial Accounting, Internal Controls, US GAAP

Education
Suffolk University   2006 — 2008
MBA, Business, 3.84 / 4.0

Suffolk University   2001 — 2005
Bachelor's, Business, Highest Honors 3.86 / 4.0

Michael Gearty Michael Gearty Greater Boston Area Details
Michael Gearty's Sun Life Financial Experience March 2005 - September 2006
Job Business Intelligence Leader
Industry Information Technology and Services
Experience
BNY Mellon  September 2006 - Present
Sun Life Financial   March 2005 - September 2006
Softrax  January 1999 - February 2005
Fidelity Investments  1996 - 1999

Skills
Business Requirements, Business Analysis, SQL, Business Intelligence, Business Objects, Data Analysis, Data Modeling, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Enterprise Software, Integration, Project Management, Requirements Gathering, Software Project...

Education
Stonehill College   1991 — 1995
BS, Accounting CIS

Concord Carlisle HS   1988 — 1991

Megan Granger Megan Granger Greater Boston Area Details
Megan Granger's Sun Life Financial Experience April 2012 - Present
Job Capital Management Senior Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   April 2012 - Present
Sun Life Financial   January 2011 - March 2012
Sun Life Financial   October 2007 - December 2010
Sun Life Financial of Canada  May 2010 - October 2010
Sunlife Financial  September 2006 - October 2007
Sun Life Financial   April 2005 - September 2006
Investors Bank and Trust  June 2004 - April 2005

Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management

Education
Stonehill College   2000 — 2004
Finance Major, Computer Information Systems Minor

Peter Watkins Peter Watkins Greater Pittsburgh Area Details
Peter Watkins's Sun Life Financial Experience April 2014 - Present
Job National Account Sales at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial   April 2014 - Present
Sun Life Financial   January 2007 - April 2014
Genworth/GE Financial   June 2002 - January 2007

Skills
Disability Insurance, Insurance, New Business Development, Sales, Health Insurance, Life Insurance, Employee Benefits, Account Management

Education
University of Colorado Boulder   1998 — 2002
BA, Communication, Business

St. Lawrence University   1997 — 1998
N/A, Econimics, Environmental Business

The Mercersburg Academy   1995 — 1997
High School

David Gunville David Gunville Greater Boston Area Details
David Gunville's Sun Life Financial Experience Senior Vice PresidentFidelity InvestmentsApril 1998 - February 2007
Job Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   Senior Vice PresidentFidelity InvestmentsApril 1998 - February 2007
MetLife  January 1995 - April 1998
Fidelity Investments  August 1988 - January 1995
UnumProvident  October 1986 - August 1988
Fidelity Investments  April 1985 - October 1986
Putnam Investments  December 1983 - April 1985

Skills
Leadership, Retirement Planning, Pensions, Financial Services, Investments, Defined Benefit, Vendor Management, Business Analysis, Program Management, Management, Business Process..., Insurance, Mutual Funds

Education
Stonehill College   1979 — 1983

Erin Blackburn Erin Blackburn Greater Boston Area Details
Erin Blackburn's Sun Life Financial Experience July 2013 - Present
Job Senior Human Resources Consultant at Sun Life Financial, MSHR
Industry Human Resources
Experience
Sun Life Financial   July 2013 - Present
Sun Life Financial   January 2009 - July 2013
Sun Life Financial   October 2006 - July 2009
Sun Life Financial   September 2003 - October 2006
David Wilson Associates  2000 - 2003

Skills
Negotiation, Organizational Change, Business Strategy, Employee Relations, Human Resources, Recruiting, Talent Management, Training, Deferred Compensation, Leadership, Process Improvement, Management, Policy, Program Management, New Hire Orientations, Project Management, Employment Law, PeopleSoft, Budgets, Customer Service, Sales, Workshop Facilitation, Organizational..., Employee Benefits, Change Management

Education
Suffolk University   2008 — 2011
M.S., Human Resources

University of Massachusetts   1996 — 2000
Bachelor of Arts, Communications

Flavia Santo Flavia Santo Toronto, Canada Area Details
Flavia Santo's Sun Life Financial Experience March 2010 - August 2011
Job Sr. Real Estate Manager at TELUS
Industry Real Estate
Experience
TELUS  August 2011 - Present
Sun Life Financial   March 2010 - August 2011
Sears Canada Inc.  2000 - 2005
Figure 3   1998 - 2000

Skills
Contract Negotiation, Budgets, Business Development, Contract Management, Corporate Real Estate, Management, Negotiation, Project Management, Project Planning, Property Management, Real Estate, Real Estate Development, Retail, Strategic Planning, Team Leadership

Education
International Academy of Design   1996 — 1997
Diploma of Interior Design- Honours, Interior Design

St. Clair College   1994 — 1996
Diploma of Interior Design-Honours, Interior Design

University of Toronto   1990 — 1994
Fine Art History, English and Enivromental Studies

Kevin Drea Kevin Drea Greater Boston Area Details
Kevin Drea's Sun Life Financial Experience National Client ConsultantHartford - Retirement Plans Group1997 - Present
Job National Account Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   National Client ConsultantHartford - Retirement Plans Group1997 - Present

Education
Suffolk University - Sawyer Business School

Erik Thompson Erik Thompson Greater Boston Area Details
Erik Thompson's Sun Life Financial Experience September 2011 - December 2012
Job Participant Experience Communications Developer at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services  November 2014 - Present
Fidelity Investments  December 2012 - November 2014
Sun Life Financial   September 2011 - December 2012
New York Life Retirement Plan Services  October 2007 - September 2011
Workscape  2006 - 2007
Fidelity Investments  March 2000 - March 2006
Tufts Health Plan  January 1998 - March 2000

Skills
Marketing Communications, Employee Benefits, 401k, Marketing, Corporate Communications, Strategic Communications, Direct Mail, Marketing Strategy, Vendor Management, Integrated Marketing, Financial Services, Internal Communications, Direct Marketing, Mutual Funds, Email Marketing, Sales, Series 6, Product Marketing, Strategic Planning, Retirement, Insurance

Education
Stonehill College   1992 — 1996
BA, Communication

Xaverian Brothers High School   1988 — 1992

Andrea Weedmark Andrea Weedmark Ottawa, Canada Area Details
Andrea Weedmark's Sun Life Financial Experience May 1994 - December 2008
Job Programmer Analyst at Government of Canada
Industry Information Technology and Services
Experience
Government of Canada  January 2009 - Present
Sun Life Financial   May 1994 - December 2008

Skills
COBOL, DB2, Business Analysis

Education
St. Lawrence College   1991 — 1994

Kerri Ansello Kerri Ansello Greater Boston Area Details
Kerri Ansello's Sun Life Financial Experience 2005 - Present
Job Assistant Vice President & Senior Counsel & Secretary at Sun Life Financial
Industry Law Practice
Experience
Sun Life Financial   2005 - Present
United States Department of Labor, Employee Benefits Security Administration  September 2000 - October 2005

Skills
Corporate Governance, Legal Writing, Mergers & Acquisitions, Corporate Law, Employee Benefits, Legal Assistance

Education
Stonehill College
Bachelor of Arts (B.A.), Foreign Languages, Magna Cum Laude

Villanova University School of Law
J.D., Cum Laude

Erin Buchanan Erin Buchanan Rochester, New York Area Details
Erin Buchanan's Sun Life Financial Experience September 2007 - December 2008
Job Vice President, Manning & Napier Benefits, LLC
Industry Insurance
Experience
Manning & Napier Benefits, LLC   March 2015 - Present
Manning & Napier Benefits, LLC   April 2013 - March 2015
Manning & Napier Benefits, LLC   December 2008 - April 2013
Sun Life Financial   September 2007 - December 2008
Unum Group  2004 - 2007
One Communications  2001 - 2004

Skills
Sales, Benefits Administration, Employee Benefits, Health Insurance, Insurance, Disability Insurance, Product Development, Customer Service, Strategic Planning, Account Management, Human Resources, COBRA, Life Insurance, Employee Relations, Long-term Care, Open Enrollment, Performance Management, Health Savings Accounts, HR Policies, Personnel Management, Interviews, Group Insurance, Vendor Management, Workforce Planning, Hiring, Sales Management, HIPAA, Underwriting, Process Improvement, Onboarding, FMLA, HRIS, Employee Wellness, Leadership, 401k

Education
State University of New York College at Geneseo   1993 — 1998

Nathan Phillips, MBA Nathan Phillips, MBA Greater Boston Area Details
Nathan Phillips, MBA's Sun Life Financial Experience August 2004 - August 2008
Job Business System Analyst at Edgewater Technology
Industry Insurance
Experience
Edgewater Technology  July 2013 - Present
John Hancock  August 2008 - June 2013
Sun Life Financial   August 2004 - August 2008
Sun Life Financial   October 2002 - August 2004
Sun Life Financial   February 2002 - October 2002

Skills
Insurance, Analysis, Microsoft Office, Customer Relations, Customer Service, Word, Excel, PowerPoint, Sales Management, Process Improvement, Sales Support, Marketing, Life Insurance, Sales Operations, Salesforce.com, Sales, Microsoft Excel, Management

Education
Suffolk University - Sawyer School of Management   2009 — 2013
Masters of Business Administration (MBA), Business Administration and Management, General

Wheaton College (MA)   1996 — 2000
BA, Policial Science

Alan Osborne Alan Osborne Greater Boston Area Details
Alan Osborne's Sun Life Financial Experience April 2005 - Present
Job Project officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   April 2005 - Present
On-track Consulting   February 2004 - March 2005
AEO Management Services, Inc   July 1983 - December 2003
Boston Gas  January 1999 - November 2003
KeySpan  2001 - 2003
Keyspan Energy Delivery  2000 - 2003
Arbella Insurance Group  March 1998 - December 1998
Boston Gas  April 1996 - March 1998
First Data Corporation  March 1995 - April 1996
Boston Gas  December 1987 - March 1995

Skills
Project Management, Program Management, SDLC, Requirements Gathering, Business Analysis, Project Planning, Requirements Analysis, Business Requirements

Education
State University of New York College at Potsdam   1968 — 1972
BA, Computer Sciences

Maria Springer Maria Springer Greater Boston Area Details
Maria Springer's Sun Life Financial Experience 2008 - Present
Job
Industry Financial Services
Experience
Sun Life Financial   2008 - Present

Skills
Financial Services, Mutual Funds, Securities, Corporate Actions, Middle Office, Fund Accounting, Transfer Agency, Sarbanes-Oxley, Project Management, Financial Statements, Recruiting, RFP, Data Conversion, CIP, Settlement, Back Office, Fund Administration, Global Custody, Financial Reporting, Client Services, Outsourcing, Relationship Management, Financial Risk, Strategic Financial..., Valuation, Bloomberg, Wealth Management..., Account Reconciliation, Fixed Income, Equities, Derivatives, Cash Management, Financial Analysis, Securities Lending, Management, Process Improvement, Risk Management, Business Analysis, Financial Planning

Education
Corporate Education Group
Advanced Certificate in Leadership

Stonehill College   1988 — 1992
Bachelors

Eileen Holland-Green Eileen Holland-Green Greater Boston Area Details
Eileen Holland-Green's Sun Life Financial Experience 1987 - 2012
Job Accounting Associate at Delaware Life
Industry Financial Services
Experience
Delaware Life  June 2014 - Present
Sun Life Financial   1987 - 2012

Skills
Process Improvement, Mutual Funds, Management, Business Analysis, Analysis, Finance, Leadership, Risk Management, Financial Services, Fixed Annuities, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office

Education
Suffolk University - Sawyer Business School   1983 — 1987
Bachelor's degree, Accounting and Business/Management

Suffolk University
Bachelors, Business Management

Gregory Vasquez Gregory Vasquez Greater Boston Area Details
Gregory Vasquez's Sun Life Financial Experience April 2007 - April 2012
Job Financial Reporting Analyst
Industry Insurance
Experience
Sun Life Financial   April 2007 - April 2012
State Street Corporation  October 2001 - April 2007

Education
Suffolk University
Bachelor of Science Degree, Accounting and Finance

Anne Marie Barletta Anne Marie Barletta Greater Boston Area Details
Anne Marie Barletta's Sun Life Financial Experience April 2005 - July 2008
Job Retired Project Manager
Industry Hospital & Health Care
Experience
Retirement  July 2014 - Present
AG Mednet  March 2014 - July 2014
Steward Health Care System LLC  October 2010 - April 2013
Caritas Christi Health Care System   2008 - October 2010
Sun Life Financial   April 2005 - July 2008
Eclipsys  1998 - 2005
Blue Cross and Blue Shield  1983 - 1998

Education
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General

State Univeristy of New York   1966 — 1970
BA, Liberal Arts

Natasha Rideout Natasha Rideout Kitchener, Canada Area Details
Natasha Rideout's Sun Life Financial Experience October 2012 - Present
Job Initiatives Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   October 2012 - Present
Sunlife Financial  January 2009 - Present

Skills
Mutual Funds, Asset Management, Wealth Management, Financial Services, Investments

Education
St. Francis Xavier University   1994 — 1998
Bachelor of Arts (BA), Political Science and Government

Konstantina Sourmaidis Konstantina Sourmaidis Greater Boston Area Details
Konstantina Sourmaidis's Sun Life Financial Experience March 2012 - June 2014
Job Recruiter at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  August 2014 - Present
Sun Life Financial   March 2012 - June 2014
Adecco Staffing, USA  June 2007 - January 2012

Skills
Onboarding, Customer Service, Talent Acquisition, Employee Relations, Applicant Tracking..., Microsoft Excel, Technical Recruiting, Microsoft Office, Human Resources, Recruiting, Contract Negotiation, College Recruiting, Internet Recruiting, Temporary Placement, Sales, Interviews, Sourcing

Education
Suffolk University   2000 — 2004
Bachelor’s Degree, Business Administration & Management

Georges Rouhart Georges Rouhart Greater Boston Area Details
Georges Rouhart's Sun Life Financial Experience October 2006 - February 2009
Job Corporate Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial  February 2010 - Present
Rouhart Consulting   2009 - February 2009
Sun Life Financial   October 2006 - February 2009
Sun Life Financial   December 2003 - October 2006
Sun Life Financial   December 1997 - October 2003
Sun Life Financial   March 1994 - December 1997
National Life Insurance Company  November 1991 - March 1994
Connecticut Mutual Life Insurance Company  July 1986 - November 1988
Travelers Insurance  July 1985 - July 1986
The Hartford Insurance Group  April 1984 - July 1985

Skills
Matlab, C, Actuarial Science, Insurance, Pricing, Life Insurance, Financial Modeling, VBA

Education
State University of New York at Stony Brook   1970 — 1974
BS, Physics + Mathematics

Ken Crowley Ken Crowley Greater Boston Area Details
Ken Crowley's Sun Life Financial Experience June 2007 - Present
Job AVP & Senior Counsel at Delaware Life
Industry Insurance
Experience
Sun Life Financial   June 2007 - Present

Skills
FINRA Series 7 General..., FINRA Series 24 General..., Chartered Life..., Chartered Financial..., FINRA, Insurance, Financial Services, Fixed Annuities, Securities, Retirement

Education
Suffolk University Law School   1995 — 1999
JD Magna Cum Laude

Wen (Wendy) Yu, CPA Wen (Wendy) Yu, CPA Greater New York City Area Details
Wen (Wendy) Yu, CPA's Sun Life Financial Experience May 2009 - April 2011
Job Assoc Tax Director
Industry Insurance
Experience
Sunlife Financial  April 2011 - Present
Sun Life Financial   May 2009 - April 2011
UnitedHealth Group  January 2006 - August 2008
Delhaize Group  May 2005 - January 2006
Infineon Technologies  November 2004 - May 2005

Education
Suffolk University - Sawyer Business School   2002 — 2004
MS, Accounting

Pratul Modi Pratul Modi Kitchener, Canada Area Details
Pratul Modi's Sun Life Financial Experience 1990 - Present
Job Application Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   1990 - Present

Skills
Business Requirements, Requirements Analysis, Business Analysis, SDLC, SQL, Systems Analysis, Software Project..., Requirements Gathering, Vendor Management, Visio, Enterprise Architecture, User Acceptance Testing, Business Intelligence, SharePoint

Education
Xavier Institute of Management   1980 — 1981
DBM, Management

St. Xavier's College   1971 — 1975
BA, Economics

st. pauls school   1965 — 1969

Life Management Institute
FLMI

Alicia Jiang Alicia Jiang Toronto, Canada Area Details
Alicia Jiang's Sun Life Financial Experience May 2010 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   May 2010 - Present
Royal bank of Canada  February 2008 - June 2009

Skills
Mutual Funds, Portfolio Management, Finance, Loans, Retirement, Life Insurance, Investments, Insurance, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Financial Analysis, Financial Planning

Education
Southwestern University of Finance and Economics   1988 — 1992
Bachelor, Finance

Konstantina Tsouroufli Konstantina Tsouroufli Greater Boston Area Details
Konstantina Tsouroufli's Sun Life Financial Experience April 2014 - Present
Job Associate Director, Portfolio Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   April 2014 - Present
State Street Global Advisors  June 2010 - March 2014
Smith & Wesson  July 2008 - August 2009
Smith & Wesson  July 2006 - June 2008
Smith & Wesson  October 2003 - June 2006

Skills
Process Improvement, Team Leadership, Project Management, Product Management, Competitive Analysis, Change Management, Investments, Fixed Income, Leadership, Management, Lean Manufacturing, Program Management, Financial Analysis, Financial Modeling, Finance, Budgets, Business Development, Due Diligence, Strategic Planning, Manufacturing, Bloomberg, Market Research, Problem Solving, Barclays Point

Education
Suffolk University - Sawyer School of Management   2009 — 2010
Global Master of Business Administration, International Finance concentration

Worcester Polytechnic Institute   1998 — 2003
Bachelor of Science, Mechanical Engineering, With Distinction

Brendan L. Burke Brendan L. Burke Greater Boston Area Details
Brendan L. Burke's Sun Life Financial Experience 2013 - 2014
Job Market Director, Sales & Relationships at Varden Technologies
Industry Financial Services
Experience
Varden Technologies  2014 - Present
Sun Life Financial   2013 - 2014
Sun Life Financial   2013 - 2013
Sun Life Financial   2012 - 2013
Morgan Stanley Smith Barney  2010 - 2012

Skills
Data Warehousing, Vendor Management, Trading Systems, Business Transformation, IT Strategy, Alternative Investments, Project Planning, Equities, Equity Research, Risk Management, Program Management, ERP, Financial Analysis, Fixed Income, CRM, PMO, Investment Banking, Management, SDLC, Banking, Portfolio Management, Bloomberg Terminal, SAP ERP, Asset Management, Capital Markets, Leadership, Insurance, Microsoft Office, Mutual Funds, Financial Services, Securities, PowerPoint, Financial Modeling, Asset Allocation

Education
Suffolk University - Sawyer Business School   2007 — 2011
BSBA, Finance

Dublin Christian Academy   2004 — 2005

Edis Karic Edis Karic Greater Boston Area Details
Edis Karic's Sun Life Financial Experience December 2014 - Present
Job Associate Director, Business Program Lead at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   December 2014 - Present
Sun Life Financial   November 2013 - December 2014
State Street  June 2011 - November 2013
State Street  April 2010 - June 2011
State Street  April 2007 - April 2010
State Street  February 2006 - April 2007

Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Bloomberg, Business Analysis, Investments, Banking, Securities, Derivatives, Portfolio Management, Risk Management, Asset Management, Microsoft Excel, Project Management, Fund Accounting

Education
University of Massachusetts Lowell   2015 — 2017
Master of Business Administration (MBA)

Suffolk University   2001 — 2005
Bachelor of Science (B.S.)

Melissa Butcher Melissa Butcher Springfield, Massachusetts Area Details
Melissa Butcher's Sun Life Financial Experience November 2013 - Present
Job Learning and Development Consutant Sun LifeFinancial Group
Industry Financial Services
Experience
Sun Life Financial   November 2013 - Present
MassMutual Financial Group  April 2002 - November 2013
MassMutual Financial Group  April 1999 - April 2002
MassMutual Financial Group  October 1997 - April 1999

Skills
Adult Education, E-learning, Insurance, Mentoring, Technical Writing, Coaching, Call Center, Quality Assurance, Performance Consulting, Instructional Design, Microsoft Excel, E-Learning, Call Centers, Customer Service, Analysis, Microsoft Office, Time Management, PowerPoint, Leadership, Management, Team Leadership, Training, Team Building, Customer Satisfaction, Program Management, Leadership Development, Performance Management, Human Resources, Employee Training, Recruiting, Employee Benefits, Process Improvement, Change Management

Education
Springfield College   1990 — 1994
BS, Concentration in Early Childhood Education

Springfield College
Bachelor of Science

Robert Merry Robert Merry Greater Boston Area Details
Robert Merry's Sun Life Financial Experience June 2000 - March 2013
Job Systems Analyst at Sunlife Financial
Industry Financial Services
Experience
SUN LIFE FINANCIAL   June 2000 - March 2013
Currently available  June 2000 - March 2012
PFPC  1992 - June 2000

Skills
Systems Analysis, Requirements Gathering, Mutual Funds, Business Requirements, VSAM, Lotus Notes, TSO, Easytrieve, JCL, COBOL, Mainframe, CICS, Production Support, Problem Solving, Team Leadership, Excel, Fileaid, Application Development, Annuities, Endeavor, Vendor Management, MVS, Risk Management, SDLC, ETL, IT Strategy, Insurance, Disaster Recovery, Unix, Testing, User Acceptance Testing, Software Development, SQL, QMF, DB2, Software Project..., Business Analysis, Syncsort, Oracle, Analysis, IBM Mainframe, MS Project, Requirements Analysis, Project Management, Financial Services, Fixed Annuities, Process Improvement, Visio, SPUFI, Stored Procedures

Education
State University of New York at New Paltz   1969 — 1969
BS, Education

Jonathan Darden Jonathan Darden Wellesley Hills, Massachusetts Details
Jonathan Darden's Sun Life Financial Experience March 2014 - Present
Job Internal Wholesaler Sun Life Financial International
Industry Financial Services
Experience
Sun Life Financial   March 2014 - Present
Suffolk University  July 2008 - March 2014
Boutique Hotel y Villas Cala Luna   September 2007 - June 2008

Skills
Higher Education, Public Speaking, Event Planning, Community Outreach, Student Affairs, International Admissions, Student Development, Research, Microsoft Office, Program Development, PowerPoint, Microsoft Excel, Microsoft Word, Relationship Management, CRM, Management, Nonprofits, Public Relations, Social Media, Spanish

Education
Suffolk University   2003 — 2007
Bachelor of Science (BS), Media Studies and Public Relations

Graded High School   2001 — 2003

Molly Mao Molly Mao Greater Boston Area Details
Molly Mao's Sun Life Financial Experience April 2004 - April 2005
Job Hedge Fund Analyst, AVP at Wellington Management
Industry Financial Services
Experience
Wellington Management  October 2014 - Present
State Street Global Advisors  August 2007 - October 2014
PNC Global Investment Serving   December 2006 - August 2007
Hancock Natural Resource Group - Subsidiary of John Hancock   April 2005 - December 2006
Sun Life Financial   April 2004 - April 2005
Daniel Dennis & Company, LLP   January 2000 - April 2004

Skills
Quantitative Analytics, Financial Reporting, Accounting, Cash Management, Financial Accounting, Microsoft Excel, Accounts Receivable, QuickBooks, Microsoft Word, Microsoft Office, Management, Financial Modeling, Financial Analysis, Bloomberg, Bookkeeping, Internal Audit, Fund Accounting

Education
Suffolk University   1998 — 1999
Master of Science in Accounting

Channing Wang Channing Wang Calgary, Canada Area Details
Channing Wang's Sun Life Financial Experience 2014 - Present
Job Account Executive Development Program at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial   2014 - Present
Sun Life Financial   2014 - Present

Skills
Financial Analysis, Marketing Strategy, Valuation, Market Analysis, Marketing Communications, International Trade, Market Research, Business Strategy, Commodity Markets, Analysis, Leadership, Management, Management Consulting

Education
University of Victoria   2010 — 2013
Bachelor of Commerce

Stockholm University   2011 — 2012
Finance, Economics

Rick Coscia Rick Coscia Greater Boston Area Details
Rick Coscia's Sun Life Financial Experience October 2010 - March 2012
Job Assistant Vice President, Senior Institutional Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  April 2012 - Present
Sun Life Financial   October 2010 - March 2012
Pyramis Global Advisors (Fidelity Investments)   September 2002 - October 2010
MFS Investment Management  January 1999 - September 2002
MFS Investment Management  January 1999 - January 2000
New England Funds  January 1997 - January 1998
New England Funds  January 1995 - January 1998

Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Bloomberg, ETFs, Trading, Series 63, Alternative Investments, Investment Strategies, Product Development, Analytics, Product Management, Factset, PSN, Morningstar, Market Research, Institutional, Risk Management, Competitive Analysis, Performance Attribution, Institutional..., Institutional Marketing, Series 7

Education
Suffolk University - Sawyer School of Management   1996 — 1998
MBA, Finance and International Business

University of Massachusetts Boston   1990 — 1993
BS, Business Management

Randy Atkins Randy Atkins Punta Gorda, Florida Details
Randy Atkins's Sun Life Financial Experience January 1990 - December 2005
Job Field Director at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus  February 2006 - Present
Sun Life Financial   January 1990 - December 2005
Equitable Life  January 1979 - December 1990

Skills
Retirement Planning, Estate Planning, Life Member MDRT, Insurance, Disability Insurance, Retirement, Long-term Care, Life Insurance, IRAs, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Financial Planners, Roth IRA, Whole Life

Education
Assumption College High

St. Clair College

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