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
Employee
Years
Job
Industry
Eric Silk, CLU, ChFC Eric Silk, CLU, ChFC's Sun Life Financial Experience 2003 - 2006
Job I work with financial advisors helping them incorporate insurance into their practice.
Industry Financial Services
Experience
Advisor's Choice Insurance Brokerage Services 2014 - Present
The Pacific Bridge Companies 2013 - 2014
Ash Brokerage 2010 - 2013
American General 2006 - 2009
Sun Life Financial 2003 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Estate Planning, Whole Life, Financial Advisory, Training, Wealth, Retirement, Series 6, Retirement Planning, Financial Services, Financial Planners
Education
The London School of Economics and Political Science (LSE) 1987 — 1989
MSc, Economics
University of California, Santa Barbara 1983 — 1987
BA,, History, magna cum laude
Advisor's Choice Insurance Brokerage Services 2014 - Present
The Pacific Bridge Companies 2013 - 2014
Ash Brokerage 2010 - 2013
American General 2006 - 2009
Sun Life Financial 2003 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Estate Planning, Whole Life, Financial Advisory, Training, Wealth, Retirement, Series 6, Retirement Planning, Financial Services, Financial Planners
Education
The London School of Economics and Political Science (LSE) 1987 — 1989
MSc, Economics
University of California, Santa Barbara 1983 — 1987
BA,, History, magna cum laude
Carrie Cramer Carrie Cramer's Sun Life Financial Experience June 2005 - Present
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2005 - Present
Sun Life Financial 2013 - 2014
Commonwealth Administrators, LLC 2000 - 2005
Skills
CRM, Process Improvement, Employee Benefits, Customer Service, Policy, Relationship Management, Insurance, Life Insurance, Disability Insurance, Brokers, Term Life Insurance, Management
Education
Sullivan University 2003 — 2004
Bachelor of Business Administration (BBA), Marketing
Sun Life Financial June 2005 - Present
Sun Life Financial 2013 - 2014
Commonwealth Administrators, LLC 2000 - 2005
Skills
CRM, Process Improvement, Employee Benefits, Customer Service, Policy, Relationship Management, Insurance, Life Insurance, Disability Insurance, Brokers, Term Life Insurance, Management
Education
Sullivan University 2003 — 2004
Bachelor of Business Administration (BBA), Marketing
Kenneth Chang's Sun Life Financial Experience May 2013 - September 2013
Job Field Brand Ambassador (Samsung Electronics) at Mosaic Sales Solutions
Industry Financial Services
Experience
Mosaic Sales Solutions March 2015 - Present
National Bank of Canada November 2012 - Present
UBC Dollar Project April 2013 - April 2014
Sun Life Financial May 2013 - September 2013
The University of British Columbia November 2012 - March 2013
Heindrich Trading Corporation June 2012 - September 2012
Junior Achievement of Canada April 2012 - June 2012
Education
The University of British Columbia 2010 — 2014
Bachelor's Degree, Major in Economics, Minor in Commerce
A.R Macneill Secondary 2005 — 2010
High School
Brent International School Manila 2002 — 2005
Mosaic Sales Solutions March 2015 - Present
National Bank of Canada November 2012 - Present
UBC Dollar Project April 2013 - April 2014
Sun Life Financial May 2013 - September 2013
The University of British Columbia November 2012 - March 2013
Heindrich Trading Corporation June 2012 - September 2012
Junior Achievement of Canada April 2012 - June 2012
Education
The University of British Columbia 2010 — 2014
Bachelor's Degree, Major in Economics, Minor in Commerce
A.R Macneill Secondary 2005 — 2010
High School
Brent International School Manila 2002 — 2005
Ann Reyes Ann Reyes's Sun Life Financial Experience March 2013 - February 2014
Job Regional Director at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits February 2014 - Present
Sun Life Financial March 2013 - February 2014
Benefits Technologies, LLC November 2011 - February 2013
Skills
Insurance, Benefits Administration, Sales, Sales Management, Budgets, Management, Payroll, Health Insurance, Employee Benefits, Small Office, Disability Insurance, Life Insurance, Underwriting, Leadership, Business Development, Marketing, Recruiting, Term Life Insurance
Education
Texas State University 1996 — 2000
Mass Communications, Advertising
Allstate Benefits February 2014 - Present
Sun Life Financial March 2013 - February 2014
Benefits Technologies, LLC November 2011 - February 2013
Skills
Insurance, Benefits Administration, Sales, Sales Management, Budgets, Management, Payroll, Health Insurance, Employee Benefits, Small Office, Disability Insurance, Life Insurance, Underwriting, Leadership, Business Development, Marketing, Recruiting, Term Life Insurance
Education
Texas State University 1996 — 2000
Mass Communications, Advertising
David Burns David Burns's Sun Life Financial Experience June 2001 - January 2002
Job Founder of the International Baseball Community website, blog and podcast
Industry Sports
Experience
The International Baseball Community Social Network December 2012 - Present
The Danube Valley Athletics Conference September 2012 - Present
The American International School Salzburg September 2004 - Present
RBC January 2002 - August 2004
Sun Life Financial June 2001 - January 2002
Attnang Athletics June 1999 - September 1999
Skills
Blogging, Social Networking, Teaching, Internet marketing, Social Media Marketing, Online Brand Building, Internet Business..., Podcasting, Event Management, Wordpress, Marketing, Event Planning, Sports Coaching, Search Engine Ranking, Game Day Operations, Sports Management, Sports Leagues, Athletic Training, Internet Entrepreneur, Sports Marketing, PowerPoint, Business Planning, Microsoft Word, Baseball, Entrepreneurship, Online Marketing, Sports, Web Marketing, WordPress
Education
The University of British Columbia / UBC 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
The International Baseball Community Social Network December 2012 - Present
The Danube Valley Athletics Conference September 2012 - Present
The American International School Salzburg September 2004 - Present
RBC January 2002 - August 2004
Sun Life Financial June 2001 - January 2002
Attnang Athletics June 1999 - September 1999
Skills
Blogging, Social Networking, Teaching, Internet marketing, Social Media Marketing, Online Brand Building, Internet Business..., Podcasting, Event Management, Wordpress, Marketing, Event Planning, Sports Coaching, Search Engine Ranking, Game Day Operations, Sports Management, Sports Leagues, Athletic Training, Internet Entrepreneur, Sports Marketing, PowerPoint, Business Planning, Microsoft Word, Baseball, Entrepreneurship, Online Marketing, Sports, Web Marketing, WordPress
Education
The University of British Columbia / UBC 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Tom Mahony, CLU, ChFC Tom Mahony, CLU, ChFC's Sun Life Financial Experience November 2007 - June 2009
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Melannie Charles Melannie Charles's Sun Life Financial Experience July 2012 - Present
Job Employee Benefit Representative at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial July 2012 - Present
Unum June 2011 - August 2011
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Underwriting, Employee Relations, Brokers, Sales, Leadership, Customer Service, Management, Health Insurance, Microsoft Excel
Education
Texas A&M University 2008 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
The Woodlands Highschool 2004 — 2008
Sun Life Financial July 2012 - Present
Unum June 2011 - August 2011
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Underwriting, Employee Relations, Brokers, Sales, Leadership, Customer Service, Management, Health Insurance, Microsoft Excel
Education
Texas A&M University 2008 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
The Woodlands Highschool 2004 — 2008
Brenda Lown Brenda Lown's Sun Life Financial Experience September 2013 - Present
Job Retail Activation & Marketing Portfolios Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Skills
Direct Marketing, E-commerce, Online Marketing, Marketing Management, Marketing Communications, Management, Integrated Marketing, Digital Marketing, Business Strategy, Analytics, CRM, Salesforce.com, Project Management, Email Marketing, Strategy, Leadership, Social Media, Marketing, Cross-functional Team..., Product Development, Insurance, Product Management, Enterprise Software, SharePoint, Financial Services, Business Analysis, Program Management, Process Improvement, Team Leadership, Vendor Management, Business Planning, Business Development, Product Marketing, Business Process, Business Process..., Strategic Planning, Project Portfolio..., SDLC, Change Management, Requirements Gathering, Analysis, Business Intelligence
Education
The George Washington University 1998 — 1999
Master Certificate
University of Regina 1989 — 1993
Sun Life Financial September 2013 - Present
Skills
Direct Marketing, E-commerce, Online Marketing, Marketing Management, Marketing Communications, Management, Integrated Marketing, Digital Marketing, Business Strategy, Analytics, CRM, Salesforce.com, Project Management, Email Marketing, Strategy, Leadership, Social Media, Marketing, Cross-functional Team..., Product Development, Insurance, Product Management, Enterprise Software, SharePoint, Financial Services, Business Analysis, Program Management, Process Improvement, Team Leadership, Vendor Management, Business Planning, Business Development, Product Marketing, Business Process, Business Process..., Strategic Planning, Project Portfolio..., SDLC, Change Management, Requirements Gathering, Analysis, Business Intelligence
Education
The George Washington University 1998 — 1999
Master Certificate
University of Regina 1989 — 1993
Aleya Ladha Aleya Ladha's Sun Life Financial Experience January 2015 - Present
Job Abilities Case Manager
Industry Health, Wellness and Fitness
Experience
Sun Life Financial January 2015 - Present
Parent Support Services Society of BC September 2012 - Present
Homewood Health March 2013 - January 2015
Skills
Mental Health, Psychotherapy, Customer Service, Crisis Intervention, Psychology, Group Therapy, Counseling Psychology, Microsoft Word, Mental Health Counseling, Microsoft Office, Public Speaking, CBT, Case Management
Education
Vancouver Community College 2010 — 2011
Community Counselling
The University of British Columbia
Counselling Psychology
University of the Fraser Valley 2006 — 2008
Bachelor of Arts (B.A.) in Psychology
Sun Life Financial January 2015 - Present
Parent Support Services Society of BC September 2012 - Present
Homewood Health March 2013 - January 2015
Skills
Mental Health, Psychotherapy, Customer Service, Crisis Intervention, Psychology, Group Therapy, Counseling Psychology, Microsoft Word, Mental Health Counseling, Microsoft Office, Public Speaking, CBT, Case Management
Education
Vancouver Community College 2010 — 2011
Community Counselling
The University of British Columbia
Counselling Psychology
University of the Fraser Valley 2006 — 2008
Bachelor of Arts (B.A.) in Psychology
Sarah (Fullerton) Grant's Sun Life Financial Experience November 2005 - August 2007
Job Founder & Nutritionist at Energy Grrl
Industry Health, Wellness and Fitness
Experience
Energy Grrl July 2014 - Present
Health Eatery September 2012 - August 2014
Sarah Grant Wellness October 2008 - August 2014
oBand Medical Group October 2011 - October 2013
Top Surgeons July 2009 - October 2011
Wellness Without Limits December 2007 - September 2008
Sun Life Financial November 2005 - August 2007
Mosaic Sales Solutions January 2003 - August 2005
Skills
Fitness Training, Nutritional Counseling, Healthcare Management, Marketing Strategy, Wellness Coaching, Highly motivated..., Nutrition Education, Fitness, Leadership, Wellness, Coaching, Nutrition, Fitness Consulting, Supplements, Endurance, Public Speaking, Training, Management, Team Building, Customer Service, Supervisory Skills, Stress Management, Entrepreneurship, Product Marketing, Sales, Time Management, Employee Wellness, Lifestyle, Small Business, Insurance, Healthcare, Leadership Development, Strategic Planning, Holistic Health, Personal Training, Lifestyle Coaching, Wellbeing, Weight Training, Fundraising, Program Development, Event Planning, Marketing, Workshop Facilitation, Strength Training, Social Networking, Sports Nutrition, Start-ups, Strategy, Pediatrics, Nonprofits
Education
The University of British Columbia / UBC 2001 — 2004
Bachelor's degree, Political Science and Sociology
Venice School of Nutrition 2009 — 2009
Nutritionist
American School in London, England 1996 — 2001
Hong Kong International School 1987 — 1996
NESTA
Fitness Trainer, Fitness and Sports Injury
Energy Grrl July 2014 - Present
Health Eatery September 2012 - August 2014
Sarah Grant Wellness October 2008 - August 2014
oBand Medical Group October 2011 - October 2013
Top Surgeons July 2009 - October 2011
Wellness Without Limits December 2007 - September 2008
Sun Life Financial November 2005 - August 2007
Mosaic Sales Solutions January 2003 - August 2005
Skills
Fitness Training, Nutritional Counseling, Healthcare Management, Marketing Strategy, Wellness Coaching, Highly motivated..., Nutrition Education, Fitness, Leadership, Wellness, Coaching, Nutrition, Fitness Consulting, Supplements, Endurance, Public Speaking, Training, Management, Team Building, Customer Service, Supervisory Skills, Stress Management, Entrepreneurship, Product Marketing, Sales, Time Management, Employee Wellness, Lifestyle, Small Business, Insurance, Healthcare, Leadership Development, Strategic Planning, Holistic Health, Personal Training, Lifestyle Coaching, Wellbeing, Weight Training, Fundraising, Program Development, Event Planning, Marketing, Workshop Facilitation, Strength Training, Social Networking, Sports Nutrition, Start-ups, Strategy, Pediatrics, Nonprofits
Education
The University of British Columbia / UBC 2001 — 2004
Bachelor's degree, Political Science and Sociology
Venice School of Nutrition 2009 — 2009
Nutritionist
American School in London, England 1996 — 2001
Hong Kong International School 1987 — 1996
NESTA
Fitness Trainer, Fitness and Sports Injury
Miguel Tejada Miguel Tejada's Sun Life Financial Experience May 2014 - Present
Job Disability Manager
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial August 2010 - March 2013
Manulife Financial August 2007 - August 2010
Skills
Disability Insurance, Insurance, Case Management, Employee Benefits, Financial Services, Leadership, Health Insurance
Education
The University of British Columbia
Bachelor of Arts (B.A.), Forensic Psychology
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial August 2010 - March 2013
Manulife Financial August 2007 - August 2010
Skills
Disability Insurance, Insurance, Case Management, Employee Benefits, Financial Services, Leadership, Health Insurance
Education
The University of British Columbia
Bachelor of Arts (B.A.), Forensic Psychology
Dan Harlow Dan Harlow's Sun Life Financial Experience April 2004 - October 2011
Job Vice President at Stealth Partner Group
Industry Insurance
Experience
Stealth Partner Group November 2013 - Present
Lincoln Financial Group November 2011 - November 2013
Sun Life Financial April 2004 - October 2011
Canada Life April 1999 - March 2004
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Finance
Stealth Partner Group November 2013 - Present
Lincoln Financial Group November 2011 - November 2013
Sun Life Financial April 2004 - October 2011
Canada Life April 1999 - March 2004
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Finance
Madelene Wong Madelene Wong's Sun Life Financial Experience June 2008 - September 2010
Job Associate, Capital Markets Trading at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
TD January 2013 - July 2013
TD Bank Group June 2011 - January 2013
Sun Life Financial June 2008 - September 2010
Skills
SDLC, Analysis, Visio, Business Requirements, Business Analysis, Testing, Requirements Gathering, Management, Vendor Management, User Acceptance Testing, Risk Management, Requirements Analysis, Software Project..., Access, Financial Markets, Capital Markets, Capital IQ, Option Pricing Models, Bond Pricing, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, DCF Valuation, Company Valuation
Education
The Hong Kong University of Science and Technology 2015 — 2015
Master of Business Administration (MBA), International Exchange Program
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
TD January 2013 - July 2013
TD Bank Group June 2011 - January 2013
Sun Life Financial June 2008 - September 2010
Skills
SDLC, Analysis, Visio, Business Requirements, Business Analysis, Testing, Requirements Gathering, Management, Vendor Management, User Acceptance Testing, Risk Management, Requirements Analysis, Software Project..., Access, Financial Markets, Capital Markets, Capital IQ, Option Pricing Models, Bond Pricing, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, DCF Valuation, Company Valuation
Education
The Hong Kong University of Science and Technology 2015 — 2015
Master of Business Administration (MBA), International Exchange Program
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies
Justin Simses's Sun Life Financial Experience June 2010 - August 2010
Job Technology Sales and Marketing Professional
Industry Information Technology and Services
Experience
SGI July 2013 - December 2014
SGI February 2013 - July 2013
Innova Surgical Corp. January 2012 - May 2012
Sun Life Financial June 2010 - August 2010
BeePosh June 2009 - August 2009
Guilford Sporting Goods September 2005 - June 2006
Skills
Sales, Marketing, Account Management, Business Strategy, Social Media, Digital Media, Lead Generation, Microsoft Office, Oracle CRM, Oracle SQL Developer, Management, Email Marketing, Sales Process, Cloud Computing, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Customer Service
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Business Management with an International Business Focus
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science (BS), Management with a Concentration in International Business
Notre Dame High School West Haven 2003 — 2007
Highschool Diploma
SGI July 2013 - December 2014
SGI February 2013 - July 2013
Innova Surgical Corp. January 2012 - May 2012
Sun Life Financial June 2010 - August 2010
BeePosh June 2009 - August 2009
Guilford Sporting Goods September 2005 - June 2006
Skills
Sales, Marketing, Account Management, Business Strategy, Social Media, Digital Media, Lead Generation, Microsoft Office, Oracle CRM, Oracle SQL Developer, Management, Email Marketing, Sales Process, Cloud Computing, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Customer Service
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Business Management with an International Business Focus
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science (BS), Management with a Concentration in International Business
Notre Dame High School West Haven 2003 — 2007
Highschool Diploma
Jenny Hsieh CFP, CLU's Sun Life Financial Experience July 2015 - Present
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Deborah Yates Deborah Yates's Sun Life Financial Experience March 2004 - June 2006
Job 2016 LLM Candidate, University of Georgia Law School
Industry Legal Services
Experience
The Avenue Wealth Mgmt - Raymond James Financial January 2014 - January 2015
Cowsert & Avery, LLC October 2011 - January 2014
TeleNet Marketing Solutions March 2011 - October 2011
Sun Life Financial March 2004 - June 2006
Amatucci & Gomes Advogados Associados June 2002 - July 2003
Carvalho e Advogados Associados February 1998 - August 2001
Skills
Brazilian Portuguese, Spanish, Microsoft Office, Microsoft Excel, QuickBooks, Leadership, Editing, Customer Service, Quality Assurance, Research, Public Speaking, Event Planning, Social Networking, Strategic Planning, Time Management, Fundraising, Event Management, Customer Oriented, Legal Issues, Microsoft CRM, Office Management
Education
University of Georgia School of Law 2015 — 2016
Master of Laws (LLM)
York University - Osgoode Hall Law School 2006 — 2009
No degree, Law
The Hebrew University 2007 — 2007
Conflict Resolution, International Law and Legal Studies
Universidade Presbiteriana Mackenzie 1997 — 2001
Bachelor's degree, Direito
The Avenue Wealth Mgmt - Raymond James Financial January 2014 - January 2015
Cowsert & Avery, LLC October 2011 - January 2014
TeleNet Marketing Solutions March 2011 - October 2011
Sun Life Financial March 2004 - June 2006
Amatucci & Gomes Advogados Associados June 2002 - July 2003
Carvalho e Advogados Associados February 1998 - August 2001
Skills
Brazilian Portuguese, Spanish, Microsoft Office, Microsoft Excel, QuickBooks, Leadership, Editing, Customer Service, Quality Assurance, Research, Public Speaking, Event Planning, Social Networking, Strategic Planning, Time Management, Fundraising, Event Management, Customer Oriented, Legal Issues, Microsoft CRM, Office Management
Education
University of Georgia School of Law 2015 — 2016
Master of Laws (LLM)
York University - Osgoode Hall Law School 2006 — 2009
No degree, Law
The Hebrew University 2007 — 2007
Conflict Resolution, International Law and Legal Studies
Universidade Presbiteriana Mackenzie 1997 — 2001
Bachelor's degree, Direito
Nicholas Crothers's Sun Life Financial Experience July 2004 - December 2007
Job Operations Manager at Choice Ticketing Systems
Industry Entertainment
Experience
Choice Ticketing Systems January 2014 - Present
Choice Ticketing Systems January 2008 - Present
Sun Life Financial July 2004 - December 2007
Skills
Social Media, Selling, Insurance, Employee Benefits, Health Insurance, Project Management, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Microsoft Excel, Marketing Communications, Disability Insurance, Budgets, Microsoft Office, Account Management, Process Improvement, Investments, Marketing, Risk Management, Leadership, Accounting, Sales, Customer Service, Financial Modeling, Team Building, Sales Operations
Education
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance, Marketing
Choice Ticketing Systems January 2014 - Present
Choice Ticketing Systems January 2008 - Present
Sun Life Financial July 2004 - December 2007
Skills
Social Media, Selling, Insurance, Employee Benefits, Health Insurance, Project Management, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Microsoft Excel, Marketing Communications, Disability Insurance, Budgets, Microsoft Office, Account Management, Process Improvement, Investments, Marketing, Risk Management, Leadership, Accounting, Sales, Customer Service, Financial Modeling, Team Building, Sales Operations
Education
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance, Marketing
Jeff Kozan Jeff Kozan's Sun Life Financial Experience April 2006 - Present
Job SVP, Total Rewards at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2006 - Present
Towers Perrin February 2002 - April 2006
RBC January 2001 - February 2002
Towers Perrin January 1997 - January 2001
Towers Perrin January 1992 - January 1997
Towers Perrin January 1991 - January 1992
Skills
Executive Pay, Incentive Programs, Pay, Employee Benefits, HRIS, Total Rewards, Compensation & Benefit, Benefits Administration, Compensation Structures
Education
The University of British Columbia
Masters of Business Administration (MBA)
University of Calgary
Bachelor of Commerce, BCOMM
Sun Life Financial April 2006 - Present
Towers Perrin February 2002 - April 2006
RBC January 2001 - February 2002
Towers Perrin January 1997 - January 2001
Towers Perrin January 1992 - January 1997
Towers Perrin January 1991 - January 1992
Skills
Executive Pay, Incentive Programs, Pay, Employee Benefits, HRIS, Total Rewards, Compensation & Benefit, Benefits Administration, Compensation Structures
Education
The University of British Columbia
Masters of Business Administration (MBA)
University of Calgary
Bachelor of Commerce, BCOMM
Dan McCarthy's Sun Life Financial Experience November 2005 - May 2008
Job Owner, BlueOne Productions; CoFounder; "BlueOne Challenge"
Industry Sports
Experience
BlueOne Productions April 2015 - Present
New Bedford Half Marathon Race Committee, Inc. March 2009 - Present
Biomedical Structures 2014 - February 2015
Northern Wind February 2011 - May 2013
Sun Life Financial November 2005 - May 2008
Skills
Sales, B2B, Inventory Management, Training, CRM, Forecasting, Account Management, Marketing Strategy, Leadership, Trade Shows, Medical Devices, Online Marketing, Community Outreach, Event Management, Volunteer Management, Sales Management, Road Racing, Fundraising, Retail, Social Media Marketing, Contract Negotiation, Business Development, Community Service, Program Management, Pricing, Negotiation, Marketing, Selling, Sales Presentations, Marketing Communications, Time Management, Salesforce.com, Sales Process, Social Networking, Direct Sales, Product Marketing, Email Marketing, Advertising, Event Planning, New Business Development, Team Building, Strategic Partnerships, Lead Generation, Market Planning, Customer Retention, Coaching, ISO 13485, Biomedical Devices, Regenerative Medicine, Technical Textiles
Education
Syracuse University 1994 — 1999
Bachelor of Science (B.S.), Speech Communication
NBHS 1990 — 1994
BlueOne Productions April 2015 - Present
New Bedford Half Marathon Race Committee, Inc. March 2009 - Present
Biomedical Structures 2014 - February 2015
Northern Wind February 2011 - May 2013
Sun Life Financial November 2005 - May 2008
Skills
Sales, B2B, Inventory Management, Training, CRM, Forecasting, Account Management, Marketing Strategy, Leadership, Trade Shows, Medical Devices, Online Marketing, Community Outreach, Event Management, Volunteer Management, Sales Management, Road Racing, Fundraising, Retail, Social Media Marketing, Contract Negotiation, Business Development, Community Service, Program Management, Pricing, Negotiation, Marketing, Selling, Sales Presentations, Marketing Communications, Time Management, Salesforce.com, Sales Process, Social Networking, Direct Sales, Product Marketing, Email Marketing, Advertising, Event Planning, New Business Development, Team Building, Strategic Partnerships, Lead Generation, Market Planning, Customer Retention, Coaching, ISO 13485, Biomedical Devices, Regenerative Medicine, Technical Textiles
Education
Syracuse University 1994 — 1999
Bachelor of Science (B.S.), Speech Communication
NBHS 1990 — 1994
June Benson June Benson's Sun Life Financial Experience July 2012 - November 2013
Job Actress, singer, v/o artist
Industry Entertainment
Experience
Voice Over Actress 2009 - Present
Actress/Singer 2000 - Present
Sun Life Financial July 2012 - November 2013
Rainbow Pals 2010 - 2013
Barn Studio of Dance 2001 - 2011
Civic Theater of Allentown 2008 - 2009
Disney Cruise Line 2005 - 2006
Skills
Film, Feature Films, Character Animation, Animation, Musical Theatre, Acting, Comedy, Drama, Short Films, Theatre, Commercials, Voice Over, Improvisation, Stage, Voice Acting, Entertainment, Television, Independent Film
Education
Temple University
Voice Over Actress 2009 - Present
Actress/Singer 2000 - Present
Sun Life Financial July 2012 - November 2013
Rainbow Pals 2010 - 2013
Barn Studio of Dance 2001 - 2011
Civic Theater of Allentown 2008 - 2009
Disney Cruise Line 2005 - 2006
Skills
Film, Feature Films, Character Animation, Animation, Musical Theatre, Acting, Comedy, Drama, Short Films, Theatre, Commercials, Voice Over, Improvisation, Stage, Voice Acting, Entertainment, Television, Independent Film
Education
Temple University
Sarah-Jane Connor Sarah-Jane Connor's Sun Life Financial Experience April 2006 - January 2009
Job Senior Administrative Assistant
Industry Research
Experience
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Paul Danielson Paul Danielson's Sun Life Financial Experience January 1988 - March 2014
Job Regional Director, Munich Re Stop Loss at Munich Reinsurance America, Inc.
Industry Financial Services
Experience
Munich Reinsurance America, Inc. April 2014 - Present
Sun Life Financial January 1988 - March 2014
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Group Insurance, Life Insurance, Underwriting, Sales Management, Account Management, Sales, Critical Illness, New Business Development, Sales Presentations, Term Life Insurance, Management, Risk Management, Brokers
Education
Texas Tech University 1982 — 1986
BA, Mass Communication and Marketing
Texas Tech University 1981 — 1986
Bachelors of Arts and Science, Mass Communictaion and Marketing
Austin high
Munich Reinsurance America, Inc. April 2014 - Present
Sun Life Financial January 1988 - March 2014
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Group Insurance, Life Insurance, Underwriting, Sales Management, Account Management, Sales, Critical Illness, New Business Development, Sales Presentations, Term Life Insurance, Management, Risk Management, Brokers
Education
Texas Tech University 1982 — 1986
BA, Mass Communication and Marketing
Texas Tech University 1981 — 1986
Bachelors of Arts and Science, Mass Communictaion and Marketing
Austin high
Russ Towers JD, CLU, ChFC Russ Towers JD, CLU, ChFC's Sun Life Financial Experience August 1978 - October 1979
Job Vice President Business & Estate Planning at BSMG, Advanced Sales, Life Insurance, Taxation, Author, Guest Speaker
Industry Insurance
Experience
Brokers' Service Marketing Group January 2002 - Present
John Hancock Life Insurance Company (U.S.A.) October 1979 - June 2001
Sun Life Financial August 1978 - October 1979
Skills
Estate and tax planning..., Advanced Insurance Case..., Technical Writing for..., Guest speaker at..., Tax, Fixed Annuities, Estate Planning, Life Insurance, Insurance, Long-term Care, Financial Planning, Finance, Investments
Education
University of Notre Dame 1969 — 1973
Bachelor of Arts (BA), Economics
Suffolk University Law School 1974 — 1977
Doctor of Law (JD)
Brokers' Service Marketing Group January 2002 - Present
John Hancock Life Insurance Company (U.S.A.) October 1979 - June 2001
Sun Life Financial August 1978 - October 1979
Skills
Estate and tax planning..., Advanced Insurance Case..., Technical Writing for..., Guest speaker at..., Tax, Fixed Annuities, Estate Planning, Life Insurance, Insurance, Long-term Care, Financial Planning, Finance, Investments
Education
University of Notre Dame 1969 — 1973
Bachelor of Arts (BA), Economics
Suffolk University Law School 1974 — 1977
Doctor of Law (JD)
Larry W Burgess Larry W Burgess's Sun Life Financial Experience September 1986 - September 1995
Job Financial Advisor / Designer of Financial Strategies / Partner at Helmsman Financial Partners, LLP
Industry Financial Services
Experience
Helmsman Financial Partners, LLP September 1999 - Present
Advisor Group September 2005 - Present
Lincoln Financial Advisors September 1997 - September 1999
Sun Life Financial September 1986 - September 1995
West Texas Commodities / Tercel Securities January 1980 - September 1986
Center Plains Industries September 1976 - December 1979
Skills
Wealth Management, Estate Planning, Insurance, Securities, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Retirement Planning, Leadership, Retirement, FINRA, Bi-lingual in Spanish
Education
The American College 1991 — 1992
ChFC, CLU, Financial Services
Texas Tech University 1972 — 1976
BBA, Marketing
Helmsman Financial Partners, LLP September 1999 - Present
Advisor Group September 2005 - Present
Lincoln Financial Advisors September 1997 - September 1999
Sun Life Financial September 1986 - September 1995
West Texas Commodities / Tercel Securities January 1980 - September 1986
Center Plains Industries September 1976 - December 1979
Skills
Wealth Management, Estate Planning, Insurance, Securities, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Retirement Planning, Leadership, Retirement, FINRA, Bi-lingual in Spanish
Education
The American College 1991 — 1992
ChFC, CLU, Financial Services
Texas Tech University 1972 — 1976
BBA, Marketing
Brad Mathews, CFP, CLU Brad Mathews, CFP, CLU's Sun Life Financial Experience June 2006 - Present
Job National Account Employee Benefits Sales Rep at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2006 - Present
Education
CFP Board of Standards 2010 — 2012
Certified Financial Planner(CFP designation), Finance and Insurance
The American College 2010 — 2011
Chartered Life Underwriter (CLU), Life Insurance
The University of Georgia 2001 — 2006
BBA, Finance and Risk Management & Insurance
Sun Life Financial June 2006 - Present
Education
CFP Board of Standards 2010 — 2012
Certified Financial Planner(CFP designation), Finance and Insurance
The American College 2010 — 2011
Chartered Life Underwriter (CLU), Life Insurance
The University of Georgia 2001 — 2006
BBA, Finance and Risk Management & Insurance
Karissa Musser Karissa Musser's Sun Life Financial Experience April 2010 - April 2013
Job Benefit Account Manager at Johnson, Kendall & Johnson
Industry Insurance
Experience
Johnson, Kendall & Johnson May 2013 - Present
Sun Life Financial April 2010 - April 2013
Penn Capital Management August 2007 - October 2009
Susquehanna Valley House of Hope January 2007 - May 2007
Skills
Marketing, Press Releases, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing Communications, Employee Benefits
Education
Susquehanna University 2003 — 2007
Bachelor of Arts, Corporate Communications
Johnson, Kendall & Johnson May 2013 - Present
Sun Life Financial April 2010 - April 2013
Penn Capital Management August 2007 - October 2009
Susquehanna Valley House of Hope January 2007 - May 2007
Skills
Marketing, Press Releases, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing Communications, Employee Benefits
Education
Susquehanna University 2003 — 2007
Bachelor of Arts, Corporate Communications
Holly Clifford's Sun Life Financial Experience January 2015 - Present
Job Business Development, Marketing and Product Leader
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Steve Kelley, CFA Steve Kelley, CFA's Sun Life Financial Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial 2005 - 2013
Nashoba Regional School District 2004 - 2005
BMO Capital Markets 1999 - 2001
Education
The London School of Economics and Political Science (LSE)
Master's Degree, M.S. Economics
The London School of Economics and Political Science (LSE)
Bachelor's Degree, B.S.( Hons) Economics; Analytical and Descriptive
Sun Life Financial 2005 - 2013
Nashoba Regional School District 2004 - 2005
BMO Capital Markets 1999 - 2001
Education
The London School of Economics and Political Science (LSE)
Master's Degree, M.S. Economics
The London School of Economics and Political Science (LSE)
Bachelor's Degree, B.S.( Hons) Economics; Analytical and Descriptive
Marc Almanzan Marc Almanzan's Sun Life Financial Experience September 2009 - Present
Job Contract Analyst at Spectra Energy
Industry Oil & Energy
Experience
Sun Life Financial September 2009 - Present
Sun Life Financial 2006 - 2009
High Output, Inc. July 2003 - January 2006
Skills
Recruiting, Sales, Customer Service, Negotiation, Networking, Time Management, Microsoft Excel, Project Management
Education
The New England Institute of Art 2001 — 2003
Associates, Audio Production
Sun Life Financial September 2009 - Present
Sun Life Financial 2006 - 2009
High Output, Inc. July 2003 - January 2006
Skills
Recruiting, Sales, Customer Service, Negotiation, Networking, Time Management, Microsoft Excel, Project Management
Education
The New England Institute of Art 2001 — 2003
Associates, Audio Production
Drew Niziak Drew Niziak's Sun Life Financial Experience 2011 - 2012
Job Senior Vice President, Broker Sales & Aflac Benefits Solutions at Aflac
Industry Financial Services
Experience
Aflac December 2012 - Present
Sun Life Financial 2011 - 2012
Sun Life Financial 2002 - June 2011
Sun Life Financial 2000 - 2002
Sun Life Financial 1999 - 2000
Sun Life Financial 1997 - 1999
Sun Life Financial 1995 - 1997
Sun Life Financial 1993 - 1995
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Wealth Management, Insurance, Underwriting, Brokers, Term Life Insurance, Employee Benefits, Health Insurance, Finance, Voluntary
Education
Wharton Business School
MBA, Finance and Strategic Management
The Johns Hopkins University
BA, Political Science
Aflac December 2012 - Present
Sun Life Financial 2011 - 2012
Sun Life Financial 2002 - June 2011
Sun Life Financial 2000 - 2002
Sun Life Financial 1999 - 2000
Sun Life Financial 1997 - 1999
Sun Life Financial 1995 - 1997
Sun Life Financial 1993 - 1995
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Wealth Management, Insurance, Underwriting, Brokers, Term Life Insurance, Employee Benefits, Health Insurance, Finance, Voluntary
Education
Wharton Business School
MBA, Finance and Strategic Management
The Johns Hopkins University
BA, Political Science
Steven Glenn,CLU,ChFC,MSFS,MSM Steven Glenn,CLU,ChFC,MSFS,MSM's Sun Life Financial Experience February 1992 - December 1997
Job Agency Director of Advanced Planning at Financial Design Associates
Industry Financial Services
Experience
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Daniel Bryant Daniel Bryant's Sun Life Financial Experience August 2004 - March 2012
Job Regional Vice President, State Relations at American Council of Life Insurers
Industry Financial Services
Experience
American Council of Life Insurers July 2012 - Present
Sun Life Financial August 2004 - March 2012
Sun Life Financial November 2001 - August 2004
Keyport Life Insurance Company November 1997 - November 2001
Rhode Island Department of Business Regulation March 1995 - November 1997
Tillinghast Collins & Graham January 1991 - March 1995
Tillinghast Collins & Graham September 1985 - December 1990
Education
The George Washington University Law School 1981 — 1985
JD, Law
University of Vermont 1975 — 1979
BA, Economics
American Council of Life Insurers July 2012 - Present
Sun Life Financial August 2004 - March 2012
Sun Life Financial November 2001 - August 2004
Keyport Life Insurance Company November 1997 - November 2001
Rhode Island Department of Business Regulation March 1995 - November 1997
Tillinghast Collins & Graham January 1991 - March 1995
Tillinghast Collins & Graham September 1985 - December 1990
Education
The George Washington University Law School 1981 — 1985
JD, Law
University of Vermont 1975 — 1979
BA, Economics
Daniel (Dan) Olson Daniel (Dan) Olson's Sun Life Financial Experience February 2006 - Present
Job Personal CFO * Financial Fitness Seminar Presenter * CARP recommended Sun Life Financial Advisor
Industry Financial Services
Experience
Sun Life Financial February 2006 - Present
Pacific Newspaper Group September 1999 - September 2005
Pacific Newspaper Group May 1983 - September 1999
Skills
Retirement Planning, Investments, Estate Planning, Insurance, Risk Management, Portfolio Management, Financial Services, Coaching, Leadership, Mutual Funds, Employee Benefits, Strategic Planning, Small Business, Program Management, Financial Advisory, Finance, Retirement, Sales, Critical Illness, Strategic Financial..., Wealth Management, Retirement Savings, Wealth, Financial Planners, Investment Strategies, Income Protection, Pensions, Savings, Investment Advisory, Tax, Mortgage Lending, Long-term Care, Segregated Funds, Residential Mortgages, Financial Analysis, Business Planning, Asset Management, Wealth Accumulation
Education
University of British Columbia 1978 — 1983
BA
Sun Life Financial February 2006 - Present
Pacific Newspaper Group September 1999 - September 2005
Pacific Newspaper Group May 1983 - September 1999
Skills
Retirement Planning, Investments, Estate Planning, Insurance, Risk Management, Portfolio Management, Financial Services, Coaching, Leadership, Mutual Funds, Employee Benefits, Strategic Planning, Small Business, Program Management, Financial Advisory, Finance, Retirement, Sales, Critical Illness, Strategic Financial..., Wealth Management, Retirement Savings, Wealth, Financial Planners, Investment Strategies, Income Protection, Pensions, Savings, Investment Advisory, Tax, Mortgage Lending, Long-term Care, Segregated Funds, Residential Mortgages, Financial Analysis, Business Planning, Asset Management, Wealth Accumulation
Education
University of British Columbia 1978 — 1983
BA
Ryan Franza Ryan Franza's Sun Life Financial Experience June 2011 - August 2012
Job Employee Benefits Broker at McQueary Henry Bowles Troy, Inc.
Industry Insurance
Experience
MHBT August 2012 - Present
Sun Life Financial June 2011 - August 2012
Education
Texas A&M University 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Rockwall High School
MHBT August 2012 - Present
Sun Life Financial June 2011 - August 2012
Education
Texas A&M University 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Rockwall High School
Lauren Duffy Lauren Duffy's Sun Life Financial Experience July 2009 - June 2014
Job Account Manager at Risk Strategies Company
Industry Insurance
Experience
Risk Strategies Company July 2014 - Present
Sun Life Financial July 2009 - June 2014
Liberty Mutual Insurance December 2008 - January 2009
Webster Bank/ Webster Investments June 2008 - August 2008
ADP June 2008 - August 2008
Build Your Firm May 2006 - August 2006
Skills
Disability Insurance, Employee Benefits, Advertising, Sales, Health Insurance, Insurance, Group Insurance, Voluntary Employee..., Life Insurance, Stop Loss
Education
The University of Connecticut School of Business 2005 — 2009
Marketing, International Studies Minor
Daniel Hand High School 2001 — 2005
Risk Strategies Company July 2014 - Present
Sun Life Financial July 2009 - June 2014
Liberty Mutual Insurance December 2008 - January 2009
Webster Bank/ Webster Investments June 2008 - August 2008
ADP June 2008 - August 2008
Build Your Firm May 2006 - August 2006
Skills
Disability Insurance, Employee Benefits, Advertising, Sales, Health Insurance, Insurance, Group Insurance, Voluntary Employee..., Life Insurance, Stop Loss
Education
The University of Connecticut School of Business 2005 — 2009
Marketing, International Studies Minor
Daniel Hand High School 2001 — 2005
John Mann John Mann's Sun Life Financial Experience October 2000 - November 2004
Job Senior Vice President Business Development at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
Willis of Texas November 2004 - September 2013
Sun Life Financial October 2000 - November 2004
Sun Life Financial July 1997 - October 2000
Skills
Employee Benefits, Forecasting, Management, Insurance, Analysis, Sales, Negotiation, Sales Management, Underwriting, Customer Retention, Health Insurance, Account Management, Disability Insurance, Recruiting, Risk Management, Leadership, Strategic Planning, Performance Management, Training, Benefits Administration, Team Building, Health Savings Accounts
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
USI Insurance Services September 2013 - Present
Willis of Texas November 2004 - September 2013
Sun Life Financial October 2000 - November 2004
Sun Life Financial July 1997 - October 2000
Skills
Employee Benefits, Forecasting, Management, Insurance, Analysis, Sales, Negotiation, Sales Management, Underwriting, Customer Retention, Health Insurance, Account Management, Disability Insurance, Recruiting, Risk Management, Leadership, Strategic Planning, Performance Management, Training, Benefits Administration, Team Building, Health Savings Accounts
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
Michael Stefano, CLTC Michael Stefano, CLTC's Sun Life Financial Experience July 1985 - January 1994
Job Educator Relationship Specialist at Horace Mann
Industry Financial Services
Experience
Ash Brokerage Corporation January 2011 - September 2012
Lincoln Financial Group April 2003 - November 2010
Brian K. Adams & Associates, Inc. April 2002 - April 2003
Metropolitan Life Insurance Company January 1997 - April 2001
Travelers/NET Plus, Inc January 1994 - January 1997
Sun Life Financial July 1985 - January 1994
Skills
Product Training, Insurance, Curriculum Development, Leadership, Financial Planners, Strategy, Training, Long-term Care, Fixed Annuities, Estate Planning, Competitive Analysis, Strategic Planning, Employee Benefits, Investments, Marketing, Public Speaking, Life Insurance, Management, Mutual Funds, Sales, Series 7, Financial Services, Business Development, Financial Advisory, Small Business, Series 6, Retirement, Retirement Planning, Disability Insurance, Health Insurance, Series 63, Financial Planning, Term Life Insurance
Education
The American College
Syracuse University 1981 — 1985
Bachelors of Arts, Economics
Wethersfield High School 1976 — 1980
Ash Brokerage Corporation January 2011 - September 2012
Lincoln Financial Group April 2003 - November 2010
Brian K. Adams & Associates, Inc. April 2002 - April 2003
Metropolitan Life Insurance Company January 1997 - April 2001
Travelers/NET Plus, Inc January 1994 - January 1997
Sun Life Financial July 1985 - January 1994
Skills
Product Training, Insurance, Curriculum Development, Leadership, Financial Planners, Strategy, Training, Long-term Care, Fixed Annuities, Estate Planning, Competitive Analysis, Strategic Planning, Employee Benefits, Investments, Marketing, Public Speaking, Life Insurance, Management, Mutual Funds, Sales, Series 7, Financial Services, Business Development, Financial Advisory, Small Business, Series 6, Retirement, Retirement Planning, Disability Insurance, Health Insurance, Series 63, Financial Planning, Term Life Insurance
Education
The American College
Syracuse University 1981 — 1985
Bachelors of Arts, Economics
Wethersfield High School 1976 — 1980
Alice Rosenthal-Erickson Alice Rosenthal-Erickson's Sun Life Financial Experience February 2014 - August 2014
Job Future Trainee Solicitor at Ashurst
Industry
Experience
Ashurst January 2015 - Present
University of Law, London Bloomsbury September 2014 - Present
Ashurst December 2014 - December 2014
Sun Life Financial February 2014 - August 2014
Sun Life Financial September 2013 - August 2014
Sun Life Financial August 2012 - August 2014
Tufts University September 2011 - May 2012
J.Crew June 2010 - January 2012
Mid-Minnesota Legal Assistance May 2010 - September 2010
Economics Professor, Tufts University January 2010 - May 2010
Education
University of Law, London Bloomsbury 2014 — 2015
Graduate Diploma in Law
Tufts University 2008 — 2012
B.A., Economics & International Relations, Magna Cum Laude (First Class Honours)
London School of Economics and Political Science 2010 — 2011
General Course, Economics, Economic History
Edina high school
Ashurst January 2015 - Present
University of Law, London Bloomsbury September 2014 - Present
Ashurst December 2014 - December 2014
Sun Life Financial February 2014 - August 2014
Sun Life Financial September 2013 - August 2014
Sun Life Financial August 2012 - August 2014
Tufts University September 2011 - May 2012
J.Crew June 2010 - January 2012
Mid-Minnesota Legal Assistance May 2010 - September 2010
Economics Professor, Tufts University January 2010 - May 2010
Education
University of Law, London Bloomsbury 2014 — 2015
Graduate Diploma in Law
Tufts University 2008 — 2012
B.A., Economics & International Relations, Magna Cum Laude (First Class Honours)
London School of Economics and Political Science 2010 — 2011
General Course, Economics, Economic History
Edina high school
Nancy Libardoni Nancy Libardoni's Sun Life Financial Experience March 1978 - May 1989
Job Dynamic OD Leader, VP Enterprise Learning & Development
Industry Professional Training & Coaching
Experience
Gilbane Building Company January 2011 - Present
Thermo Fisher Scientific 2006 - 2010
Procter & Gamble (The Gillette Company) September 1999 - October 2005
Staples August 1996 - September 1999
New England Financial May 1989 - April 1993
Sun Life Financial March 1978 - May 1989
Skills
Employee Engagement, Leadership Development, Talent Management, Change Management, Sales Leadership..., sales training, Process Improvement, Executive Coaching, Performance Management, Organizational..., Training, Project Management, Selling Skills
Education
The American College
Masters of Science in Management
University of Massachusetts Boston 1972 — 1976
Bachelor's Degree, sociology, Summa Cum Laude
Gilbane Building Company January 2011 - Present
Thermo Fisher Scientific 2006 - 2010
Procter & Gamble (The Gillette Company) September 1999 - October 2005
Staples August 1996 - September 1999
New England Financial May 1989 - April 1993
Sun Life Financial March 1978 - May 1989
Skills
Employee Engagement, Leadership Development, Talent Management, Change Management, Sales Leadership..., sales training, Process Improvement, Executive Coaching, Performance Management, Organizational..., Training, Project Management, Selling Skills
Education
The American College
Masters of Science in Management
University of Massachusetts Boston 1972 — 1976
Bachelor's Degree, sociology, Summa Cum Laude
Douglas Flaute, CPA, ChFC, CLU Douglas Flaute, CPA, ChFC, CLU's Sun Life Financial Experience January 2010 - January 2012
Job President Life Insurance Sales
Industry Insurance
Experience
Qualis Financial Group January 2014 - Present
Hartford Life November 2011 - November 2013
Sun Life Financial January 2010 - January 2012
Universal Financial Consultants 2008 - 2010
Wachovia Securities Financial Network 2005 - 2008
Hartford Life 1998 - 2005
Pacific Life 1993 - 1998
Manulife Financial 1990 - 1993
Cigna Financial Services 1985 - 1990
Arthur Anderson & co 1982 - 1985
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Financial Planners, Business Planning, Insurance, Mutual Funds, Disability Insurance, Underwriting, 401k, Series 6, Series 63, Long-term Care, Strategic Financial..., Series 7, Finance, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning
Education
The American College 1988 — 1989
CLU, ChFC, Insurance
University of Cincinnati 1978 — 1982
BBA, Accounting
Qualis Financial Group January 2014 - Present
Hartford Life November 2011 - November 2013
Sun Life Financial January 2010 - January 2012
Universal Financial Consultants 2008 - 2010
Wachovia Securities Financial Network 2005 - 2008
Hartford Life 1998 - 2005
Pacific Life 1993 - 1998
Manulife Financial 1990 - 1993
Cigna Financial Services 1985 - 1990
Arthur Anderson & co 1982 - 1985
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Financial Planners, Business Planning, Insurance, Mutual Funds, Disability Insurance, Underwriting, 401k, Series 6, Series 63, Long-term Care, Strategic Financial..., Series 7, Finance, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning
Education
The American College 1988 — 1989
CLU, ChFC, Insurance
University of Cincinnati 1978 — 1982
BBA, Accounting
Francis Cheung, CGA Francis Cheung, CGA's Sun Life Financial Experience February 2012 - Present
Job Senior Financial Analyst with 15 yrs. experience in Fortune 500 companies within the hitech industry
Industry Semiconductors
Experience
Sun Life Financial February 2012 - Present
Broadcom Canada October 2008 - October 2011
AMD (DTV Division acquired by Broadcom in 2008) October 2006 - October 2008
ATI (Acquired by AMD in 2006) January 1996 - September 2006
3M November 1991 - March 1995
3M August 1989 - October 1991
Skills
PeopleSoft, SAP, Outlooksoft, Microsoft Office 2007, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting, Inventory Control
Education
The Hong Kong Society of Accountant
HKSA
The Chinese University of Hong Kong 1983 — 1987
Bachelor of Science (2nd Honor), Physics
Certified General Accountants Association of Canada
CGA, Certified General Accountant
Sun Life Financial February 2012 - Present
Broadcom Canada October 2008 - October 2011
AMD (DTV Division acquired by Broadcom in 2008) October 2006 - October 2008
ATI (Acquired by AMD in 2006) January 1996 - September 2006
3M November 1991 - March 1995
3M August 1989 - October 1991
Skills
PeopleSoft, SAP, Outlooksoft, Microsoft Office 2007, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting, Inventory Control
Education
The Hong Kong Society of Accountant
HKSA
The Chinese University of Hong Kong 1983 — 1987
Bachelor of Science (2nd Honor), Physics
Certified General Accountants Association of Canada
CGA, Certified General Accountant
Lauren Powell Lauren Powell's Sun Life Financial Experience July 2008 - December 2010
Job Business Operations Manager at Lee Murphy Law Firm
Industry Financial Services
Experience
Lee Murphy Law Firm September 2011 - June 2014
Clark, Burnett, Love & Lee January 2011 - September 2012
Sun Life Financial July 2008 - December 2010
TPG Capital 2007 - 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Contract Negotiation, Microsoft Office, Employee Benefits, Human Resources, Management, Insurance, PowerPoint, Public Speaking, Sales, Strategic Planning, Training, Leadership, Social Media
Education
Texas A&M University 2004 — 2008
BA, Communication, Asian Studies
Lee Murphy Law Firm September 2011 - June 2014
Clark, Burnett, Love & Lee January 2011 - September 2012
Sun Life Financial July 2008 - December 2010
TPG Capital 2007 - 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Contract Negotiation, Microsoft Office, Employee Benefits, Human Resources, Management, Insurance, PowerPoint, Public Speaking, Sales, Strategic Planning, Training, Leadership, Social Media
Education
Texas A&M University 2004 — 2008
BA, Communication, Asian Studies
Amy Chu, MBA's Sun Life Financial Experience April 2014 - Present
Job Associate Director, Employee Benefits Underwriting at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2014 - Present
The Hartford January 2013 - April 2014
The Hartford June 2012 - December 2012
The Hartford January 2008 - May 2012
USI Insurance Services July 2006 - January 2008
Liberty Mutual Insurance June 2004 - July 2006
Liberty Mutual Insurance June 2002 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Group Benefits, Risk Management, Management, Analysis, Life Insurance, Training, Property & Casualty..., Sales, Claim, Process Improvement
Education
The University of Hartford 2009 — 2011
MBA, Management
The University of Connecticut School of Business 2000 — 2004
Bachelor of Science, Marketing
Sun Life Financial April 2014 - Present
The Hartford January 2013 - April 2014
The Hartford June 2012 - December 2012
The Hartford January 2008 - May 2012
USI Insurance Services July 2006 - January 2008
Liberty Mutual Insurance June 2004 - July 2006
Liberty Mutual Insurance June 2002 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Group Benefits, Risk Management, Management, Analysis, Life Insurance, Training, Property & Casualty..., Sales, Claim, Process Improvement
Education
The University of Hartford 2009 — 2011
MBA, Management
The University of Connecticut School of Business 2000 — 2004
Bachelor of Science, Marketing
Diane Hebenstreit, MBA Diane Hebenstreit, MBA's Sun Life Financial Experience April 2013 - Present
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Andrew Moran Andrew Moran's Sun Life Financial Experience May 2008 - August 2008
Job Consultant at CFGI
Industry Accounting
Experience
CFGI October 2014 - Present
Deloitte September 2011 - October 2014
Investix Investor Education August 2008 - December 2008
Sun Life Financial May 2008 - August 2008
Sun Life Financial May 2007 - August 2007
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
M.S., Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Accounting, Finance, Real Estate
CFGI October 2014 - Present
Deloitte September 2011 - October 2014
Investix Investor Education August 2008 - December 2008
Sun Life Financial May 2008 - August 2008
Sun Life Financial May 2007 - August 2007
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
M.S., Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Accounting, Finance, Real Estate
Enoch Chan's Sun Life Financial Experience 2011 - 2012
Job Manager, Information Systems and Analytics at Scotiabank
Industry Insurance
Experience
Scotiabank 2012 - Present
Mon Sheong Foundation 2010 - 2013
Sun Life Financial 2011 - 2012
Fairchild Television Inc 2010 - 2011
Ming Pao Newspaper Inc 2008 - 2009
Ascalade Communications Inc 2005 - 2008
HSBC Bank Canada 2005 - 2005
Skills
SQL, html, xml, php, javascript, wordpress, Mainframe, Java, C++, Lotus Notes, Word/Excel..., SAS Certified Base..., CLIST, XML, HTML, Analysis
Education
University of Toronto 2009 — 2013
C.I.M. (Certified in Management) Designation Candidate
The University of British Columbia 1999 — 2005
Bachelor of Science, Computer Science, Physics
Scotiabank 2012 - Present
Mon Sheong Foundation 2010 - 2013
Sun Life Financial 2011 - 2012
Fairchild Television Inc 2010 - 2011
Ming Pao Newspaper Inc 2008 - 2009
Ascalade Communications Inc 2005 - 2008
HSBC Bank Canada 2005 - 2005
Skills
SQL, html, xml, php, javascript, wordpress, Mainframe, Java, C++, Lotus Notes, Word/Excel..., SAS Certified Base..., CLIST, XML, HTML, Analysis
Education
University of Toronto 2009 — 2013
C.I.M. (Certified in Management) Designation Candidate
The University of British Columbia 1999 — 2005
Bachelor of Science, Computer Science, Physics
diana sillery diana sillery's Sun Life Financial Experience April 2011 - Present
Job financial advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2011 - Present
Kokopelli Consulting January 1995 - 2011
Skills
Marketing Strategy, sales, Sales Management, internet marketing, Business Development, Executive Coaching, Wellness Coaching, Independent Thinking, Creative Problem Solving, Training Facilitation, Experienced Speaker, Employee Wellness, Management, Successful Business..., Business Strategy, Strategic Financial..., Economic Development, Health, Athlete Development, Wellness, Sales
Education
The University of British Columbia / UBC 2000 — 2000
Post Graduate Certificate Commerce, Internet marketing
The University of British Columbia / UBC 1981 — 1983
Bachelor Of Physcal Education, Exercise Physiology/Sports Medecine
Business Community College
Life and Accident License
IFIC
Mutual Fund License
Justice Institute Of BC
Train the Trainer, Facilitating
Sun Life Financial April 2011 - Present
Kokopelli Consulting January 1995 - 2011
Skills
Marketing Strategy, sales, Sales Management, internet marketing, Business Development, Executive Coaching, Wellness Coaching, Independent Thinking, Creative Problem Solving, Training Facilitation, Experienced Speaker, Employee Wellness, Management, Successful Business..., Business Strategy, Strategic Financial..., Economic Development, Health, Athlete Development, Wellness, Sales
Education
The University of British Columbia / UBC 2000 — 2000
Post Graduate Certificate Commerce, Internet marketing
The University of British Columbia / UBC 1981 — 1983
Bachelor Of Physcal Education, Exercise Physiology/Sports Medecine
Business Community College
Life and Accident License
IFIC
Mutual Fund License
Justice Institute Of BC
Train the Trainer, Facilitating
Kristen Hanath Kristen Hanath's Sun Life Financial Experience May 2011 - August 2011
Job Accounting Specialist
Industry Apparel & Fashion
Experience
Tootsies October 2014 - Present
Houston Rockets July 2013 - Present
Ryan May 2012 - October 2014
Sun Life Financial May 2011 - August 2011
Skills
Due Diligence, Valuation, Financial Analysis, Tax, Accounting, Corporate Finance, Financial Modeling
Education
The University of Texas at Austin 2009 — 2012
BBA, Corporate Finance
Texas State University-San Marcos 2008 — 2009
Tootsies October 2014 - Present
Houston Rockets July 2013 - Present
Ryan May 2012 - October 2014
Sun Life Financial May 2011 - August 2011
Skills
Due Diligence, Valuation, Financial Analysis, Tax, Accounting, Corporate Finance, Financial Modeling
Education
The University of Texas at Austin 2009 — 2012
BBA, Corporate Finance
Texas State University-San Marcos 2008 — 2009
Dianne Perepelecta Dianne Perepelecta's Sun Life Financial Experience January 2010 - Present
Job Regional Director Business Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2010 - Present
Sun Life Financial August 2004 - February 2010
Sun Life Financial October 2001 - August 2004
The University of British Columbia September 1995 - September 2001
Skills
Critical Illness, Retirement, Pensions, Retirement Planning, Investments, Pension Administration, Mutual Funds, Defined Benefit, Group Insurance, Pension Funds, Employee Benefits, New Business Development, Wealth, Financial Advisory, CRM, Financial Planning, Fixed Annuities, Disability Insurance, Wealth Management, Insurance, Relationship Management
Education
The University of British Columbia
Human Nutrition and Biochemistry
Sun Life Financial January 2010 - Present
Sun Life Financial August 2004 - February 2010
Sun Life Financial October 2001 - August 2004
The University of British Columbia September 1995 - September 2001
Skills
Critical Illness, Retirement, Pensions, Retirement Planning, Investments, Pension Administration, Mutual Funds, Defined Benefit, Group Insurance, Pension Funds, Employee Benefits, New Business Development, Wealth, Financial Advisory, CRM, Financial Planning, Fixed Annuities, Disability Insurance, Wealth Management, Insurance, Relationship Management
Education
The University of British Columbia
Human Nutrition and Biochemistry
Kate Wadsworth Kate Wadsworth's Sun Life Financial Experience October 2012 - Present
Job Senior Disability Claims Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2012 - Present
Sunlife Financial September 2001 - October 2012
City of Calgary September 1998 - April 2000
Insurance Corporation of British Columbia September 1988 - April 1998
Skills
Employee Benefits, Disability Insurance, Customer Service, Insurance, Underwriting, Claim, Coaching, Property & Casualty..., General Insurance, Claims Management, Performance Management, Critical Illness, Health Insurance
Education
Mount Royal College 1998 — 2000
Certificate HR Management, Human Resource Management
The University of British Columbia 1982 — 1986
BA, Economics
Sun Life Financial October 2012 - Present
Sunlife Financial September 2001 - October 2012
City of Calgary September 1998 - April 2000
Insurance Corporation of British Columbia September 1988 - April 1998
Skills
Employee Benefits, Disability Insurance, Customer Service, Insurance, Underwriting, Claim, Coaching, Property & Casualty..., General Insurance, Claims Management, Performance Management, Critical Illness, Health Insurance
Education
Mount Royal College 1998 — 2000
Certificate HR Management, Human Resource Management
The University of British Columbia 1982 — 1986
BA, Economics
Alyssa Kopp Alyssa Kopp's Sun Life Financial Experience August 2012 - April 2013
Job MBA Candidate at Tuck School of Business at Dartmouth
Industry Higher Education
Experience
Fidelity Investments June 2015 - August 2015
Axia Ltd. April 2014 - June 2014
Axia Ltd. April 2013 - April 2014
Sun Life Financial August 2012 - April 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Tufts University September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Analytics, Competitive Analysis, Process Improvement, Business Development, Team Leadership, Visio
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
St. Paul's School 2002 — 2006
Fidelity Investments June 2015 - August 2015
Axia Ltd. April 2014 - June 2014
Axia Ltd. April 2013 - April 2014
Sun Life Financial August 2012 - April 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Tufts University September 2008 - August 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Skills
Analytics, Competitive Analysis, Process Improvement, Business Development, Team Leadership, Visio
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
St. Paul's School 2002 — 2006
Omar Garza Omar Garza's Sun Life Financial Experience June 2000 - July 2010
Job Sales Executive at CIGNA Group Insurance
Industry Insurance
Experience
CIGNA Group Insurance August 2010 - Present
Sun Life Financial June 2000 - July 2010
Education
Texas Tech University 1995 — 2000
Bachelor of Business Administration (BBA), Finance & Economics
Winston Churchill High School, San Antonio 1991 — 1995
CIGNA Group Insurance August 2010 - Present
Sun Life Financial June 2000 - July 2010
Education
Texas Tech University 1995 — 2000
Bachelor of Business Administration (BBA), Finance & Economics
Winston Churchill High School, San Antonio 1991 — 1995
Brett Woodyatt Brett Woodyatt's Sun Life Financial Experience 1997 - November 2011
Job Vice President, Sr. National Account Manager
Industry Financial Services
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Cheryl Shea Cheryl Shea's Sun Life Financial Experience February 2011 - July 2012
Job Senior Pension Analyst at NOVA Chemicals
Industry Financial Services
Experience
NOVA Chemicals July 2012 - Present
Sun Life Financial February 2011 - July 2012
Canadian Pacific Railway January 2008 - January 2011
Canadian Pacific November 2000 - January 2008
Skills
Asset Management, Statistics, Pensions, Investments, Asset Managment, Defined Benefit, Fixed Annuities, Mutual Funds, Retirement, Employee Benefits, Retirement Planning, Benefits Administration, Insurance, Life Insurance, Asset Allocation, Disability Insurance, Actuarial Science, Defined Contribution, Pension Funds, 401k, Investment Strategies, Pension Administration
Education
The University of British Columbia 1992 — 1996
Master of Science, Statistics
The University of British Columbia 1987 — 1991
Bachelor of Commerce, Commerce
NOVA Chemicals July 2012 - Present
Sun Life Financial February 2011 - July 2012
Canadian Pacific Railway January 2008 - January 2011
Canadian Pacific November 2000 - January 2008
Skills
Asset Management, Statistics, Pensions, Investments, Asset Managment, Defined Benefit, Fixed Annuities, Mutual Funds, Retirement, Employee Benefits, Retirement Planning, Benefits Administration, Insurance, Life Insurance, Asset Allocation, Disability Insurance, Actuarial Science, Defined Contribution, Pension Funds, 401k, Investment Strategies, Pension Administration
Education
The University of British Columbia 1992 — 1996
Master of Science, Statistics
The University of British Columbia 1987 — 1991
Bachelor of Commerce, Commerce
baati ayana baati ayana's Sun Life Financial Experience 2007 - 2007
Job Actuarial Science, Temple 2009
Industry Insurance
Experience
Benecon Group, Inc. Actuarial InternINGJune 2008 - August 2008
Sun Life Financial 2007 - 2007
Education
Temple University 2005 — 2009
Bachelor of Business Administration, Actuarial Science and Finance
Benecon Group, Inc. Actuarial InternINGJune 2008 - August 2008
Sun Life Financial 2007 - 2007
Education
Temple University 2005 — 2009
Bachelor of Business Administration, Actuarial Science and Finance
rob schock rob schock's Sun Life Financial Experience September 2009 - February 2010
Job Case Manager at Manulife Financial
Industry Real Estate
Experience
Manulife Financial October 2010 - Present
Sun Life Financial September 2009 - February 2010
Edward Jones December 2008 - August 2009
ICBC January 2001 - December 2006
ICBC October 1987 - January 2001
ICBC January 1989 - October 2000
ICBC January 1987 - January 1989
Metropolitan Life January 1982 - January 1987
Skills
Claim, Management, Strategic Planning, Insurance, Employee Benefits, Disability Insurance, Liability, Conflict Resolution, Public Speaking, Claims Management, Marketing
Education
The University of British Columbia 1976 — 2001
Bachelor of Arts (B.A.), Psychology
UBC
Bachelor of Arts Degree, Psychology
Manulife Financial October 2010 - Present
Sun Life Financial September 2009 - February 2010
Edward Jones December 2008 - August 2009
ICBC January 2001 - December 2006
ICBC October 1987 - January 2001
ICBC January 1989 - October 2000
ICBC January 1987 - January 1989
Metropolitan Life January 1982 - January 1987
Skills
Claim, Management, Strategic Planning, Insurance, Employee Benefits, Disability Insurance, Liability, Conflict Resolution, Public Speaking, Claims Management, Marketing
Education
The University of British Columbia 1976 — 2001
Bachelor of Arts (B.A.), Psychology
UBC
Bachelor of Arts Degree, Psychology
Leanne Li Leanne Li's Sun Life Financial Experience January 2015 - April 2015
Job Process Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - April 2015
National Investment Banking Competition & Conference March 2014 - February 2015
National Investment Banking Competition & Conference March 2013 - February 2014
International Business Conference September 2012 - December 2012
Skills
Event Planning, Analysis, Leadership, Public Speaking, Program Management, Social Media, Event Management, Fashion Design, Budgets, Team Building, Business Analysis, Graphic Design, Organizational..., Financial Reporting, Bloomberg Terminal, Brand Management, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Time Management, Team Leadership, Microsoft Office
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.)
Unionville High School 2009 — 2012
Sun Life Financial January 2015 - April 2015
National Investment Banking Competition & Conference March 2014 - February 2015
National Investment Banking Competition & Conference March 2013 - February 2014
International Business Conference September 2012 - December 2012
Skills
Event Planning, Analysis, Leadership, Public Speaking, Program Management, Social Media, Event Management, Fashion Design, Budgets, Team Building, Business Analysis, Graphic Design, Organizational..., Financial Reporting, Bloomberg Terminal, Brand Management, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Time Management, Team Leadership, Microsoft Office
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.)
Unionville High School 2009 — 2012
Perry Cottrell's Sun Life Financial Experience May 2005 - July 2006
Job VP, Account Director at Deutsch
Industry Marketing and Advertising
Experience
Deutsch April 2014 - Present
Saatchi & Saatchi November 2012 - April 2014
Wieden + Kennedy January 2012 - November 2012
FKM March 2011 - January 2012
Deutsch November 2009 - March 2011
Crispin Porter + Bogusky July 2006 - November 2009
Sun Life Financial May 2005 - July 2006
Skills
Digital Strategy, Digital Marketing, Integrated Marketing, Digital Media, Interactive Marketing, Social Media Marketing, Mobile Marketing, Interactive Advertising, Advertising, Social Media, Online Advertising, Email Marketing, Copywriting, Press Releases, Media Planning, Creative Strategy, Mobile Devices
Education
Texas Christian University - M.J. Neeley School of Business
BBA, Marketing, Entrepreneurial Management
Deutsch April 2014 - Present
Saatchi & Saatchi November 2012 - April 2014
Wieden + Kennedy January 2012 - November 2012
FKM March 2011 - January 2012
Deutsch November 2009 - March 2011
Crispin Porter + Bogusky July 2006 - November 2009
Sun Life Financial May 2005 - July 2006
Skills
Digital Strategy, Digital Marketing, Integrated Marketing, Digital Media, Interactive Marketing, Social Media Marketing, Mobile Marketing, Interactive Advertising, Advertising, Social Media, Online Advertising, Email Marketing, Copywriting, Press Releases, Media Planning, Creative Strategy, Mobile Devices
Education
Texas Christian University - M.J. Neeley School of Business
BBA, Marketing, Entrepreneurial Management
Sarah Landa Sarah Landa's Sun Life Financial Experience August 2013 - Present
Job Senior Consultant Field Enrollment at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Travelers August 2008 - August 2013
Sun Life Financial January 2011 - June 2011
The Hartford September 2006 - August 2008
Skills
Insurance, Project Planning, Marketing Research, Business Process..., Procedure Development, Management, SharePoint, Meeting Planning, Analysis, Customer Service, Claim, Training, Liability, Disability Insurance, Sales, Account Management, Property & Casualty..., Casualty, Investigation, Legal Liability, Community Outreach, Written & Oral..., Customer Service..., Negotiation, Website Development, Personal Injury, Compliance, Database Administration, Corporate Communications
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Broadcast Journalism
Daniel Hand High School 1996 — 1999
Sun Life Financial August 2013 - Present
Travelers August 2008 - August 2013
Sun Life Financial January 2011 - June 2011
The Hartford September 2006 - August 2008
Skills
Insurance, Project Planning, Marketing Research, Business Process..., Procedure Development, Management, SharePoint, Meeting Planning, Analysis, Customer Service, Claim, Training, Liability, Disability Insurance, Sales, Account Management, Property & Casualty..., Casualty, Investigation, Legal Liability, Community Outreach, Written & Oral..., Customer Service..., Negotiation, Website Development, Personal Injury, Compliance, Database Administration, Corporate Communications
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Broadcast Journalism
Daniel Hand High School 1996 — 1999
Ivy Lo Ivy Lo's Sun Life Financial Experience September 2011 - February 2012
Job Real Estate Appraiser at T.J. Elliott & Associates
Industry Real Estate
Experience
T.J. Elliott & Associates March 2012 - Present
Landstars Realty Inc., Brokerage June 2013 - Present
Sun Life Financial September 2011 - February 2012
Altus Group February 2008 - September 2011
HealthTrust Canada April 2007 - January 2008
Skills
Appraisals, Valuation, Real Estate, Investments, Real Estate Development, Asset Managment, Due Diligence, Financial Modeling, Leases, Investment Properties, Financial Analysis, Portfolio Management, Corporate Real Estate, Market Analysis, Market Research, Contract Negotiation, Budgets, Strategic Planning, Real Estate Transactions, Asset Management
Education
The University of British Columbia 2007 — 2008
PGCV, Property Valuation
University of Guelph 2003 — 2007
B.Comm, Real Estate Management
Mary Ward C.S.S. 1998 — 2003
T.J. Elliott & Associates March 2012 - Present
Landstars Realty Inc., Brokerage June 2013 - Present
Sun Life Financial September 2011 - February 2012
Altus Group February 2008 - September 2011
HealthTrust Canada April 2007 - January 2008
Skills
Appraisals, Valuation, Real Estate, Investments, Real Estate Development, Asset Managment, Due Diligence, Financial Modeling, Leases, Investment Properties, Financial Analysis, Portfolio Management, Corporate Real Estate, Market Analysis, Market Research, Contract Negotiation, Budgets, Strategic Planning, Real Estate Transactions, Asset Management
Education
The University of British Columbia 2007 — 2008
PGCV, Property Valuation
University of Guelph 2003 — 2007
B.Comm, Real Estate Management
Mary Ward C.S.S. 1998 — 2003
Jessica Ayala Jessica Ayala's Sun Life Financial Experience January 2004 - June 2006
Job Account Executive at Voya Financial
Industry Insurance
Experience
Voya Financial June 2006 - Present
ING June 2006 - November 2014
Sun Life Financial January 2004 - June 2006
Newbridge Information Services June 2000 - January 2004
Fujitsu Network Communications June 1998 - June 2000
Skills
Account Management, Sales Operations, Employee Benefits, Securities, Disability Insurance, Health Insurance, Event Planning, Process Improvement, Customer Service, Insurance, Sales, Management, Sales Management, Recruiting, Customer Satisfaction, Healthcare, Payroll, Life Insurance, Retirement Planning, Team Building, Training, New Business Development, Risk Management, Human Resources, Coaching, Leadership, Analysis
Education
Texas State University 1994 — 1998
Bachelor, Curriculum & Instruction
Voya Financial June 2006 - Present
ING June 2006 - November 2014
Sun Life Financial January 2004 - June 2006
Newbridge Information Services June 2000 - January 2004
Fujitsu Network Communications June 1998 - June 2000
Skills
Account Management, Sales Operations, Employee Benefits, Securities, Disability Insurance, Health Insurance, Event Planning, Process Improvement, Customer Service, Insurance, Sales, Management, Sales Management, Recruiting, Customer Satisfaction, Healthcare, Payroll, Life Insurance, Retirement Planning, Team Building, Training, New Business Development, Risk Management, Human Resources, Coaching, Leadership, Analysis
Education
Texas State University 1994 — 1998
Bachelor, Curriculum & Instruction
Ryan Stow's Sun Life Financial Experience April 2009 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2009 - Present
Skills
Strategic Planning, Employee Benefits, Customer Satisfaction, Underwriting, Life Insurance, Disability Insurance, Dental Insurance, Leave of Absence..., Stop Loss, Enrollment Services, Claims Management, Responsiveness, Critical Illness, Accident Insurance, Group Insurance
Education
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
Sun Life Financial April 2009 - Present
Skills
Strategic Planning, Employee Benefits, Customer Satisfaction, Underwriting, Life Insurance, Disability Insurance, Dental Insurance, Leave of Absence..., Stop Loss, Enrollment Services, Claims Management, Responsiveness, Critical Illness, Accident Insurance, Group Insurance
Education
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
Jennifer DiLorenzo Jennifer DiLorenzo's Sun Life Financial Experience June 2008 - November 2009
Job Product Management, Marketing, and solutionsbased Consulting
Industry Financial Services
Experience
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
Amine Elmeghni Amine Elmeghni's Sun Life Financial Experience June 2015 - August 2015
Job Actuarial Intern at Sun Life Financial
Industry Insurance
Experience
Syracuse University Food Services October 2012 - Present
Sun Life Financial June 2015 - August 2015
Syracuse Baseball Statistics Club April 2013 - April 2014
Rob Consalvo Campaign for Mayor of Boston July 2013 - August 2013
Carrier Dome September 2012 - May 2013
7-Eleven August 2011 - February 2012
Skills
Microsoft Word, Microsoft Excel, VBA, Teamwork, MG Alfa, PowerPoint, Microsoft Office, Public Speaking, Research, Time Management, Customer Service, Access, Leadership, SAS Programming, Microsoft Access
Education
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics, Economics, Senior
UNSW Australia 2014 — 2014
Bachelor of Science (B.S.), Actuarial Science, Junior
TechBoston Academy 2008 — 2012
High School Degree, Liberal Arts
Syracuse University Food Services October 2012 - Present
Sun Life Financial June 2015 - August 2015
Syracuse Baseball Statistics Club April 2013 - April 2014
Rob Consalvo Campaign for Mayor of Boston July 2013 - August 2013
Carrier Dome September 2012 - May 2013
7-Eleven August 2011 - February 2012
Skills
Microsoft Word, Microsoft Excel, VBA, Teamwork, MG Alfa, PowerPoint, Microsoft Office, Public Speaking, Research, Time Management, Customer Service, Access, Leadership, SAS Programming, Microsoft Access
Education
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics, Economics, Senior
UNSW Australia 2014 — 2014
Bachelor of Science (B.S.), Actuarial Science, Junior
TechBoston Academy 2008 — 2012
High School Degree, Liberal Arts
James Yocom James Yocom's Sun Life Financial Experience February 2005 - July 2009
Job Vice President, Senior Financial Advisor, Unionbanc Investment Services
Industry Financial Services
Experience
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Peter Choras Peter Choras's Sun Life Financial Experience October 1994 - August 2000
Job Quality Assurance Software Analyst. at Vision Government Solutions
Industry Insurance
Experience
Vision Government Solutions December 2013 - Present
MA Department of Transportation June 2013 - December 2013
Commonwealth of Massachusetts June 2012 - June 2013
CVS Caremark Corporation December 2011 - February 2012
Citizens Bank July 2011 - September 2011
Blue Cod Technologies April 2008 - June 2011
The Hartford Insurance Group September 2000 - April 2008
Sun Life Financial October 1994 - August 2000
Skills
SDLC, User Acceptance Testing, Quality Center, Testing, Software Documentation, Quality Assurance, Software Development, Business Analysis, Process Improvement, Agile Methodologies, Regression Testing, Requirements Gathering, Requirements Analysis, Test Cases, Databases, Management, Business Process, Software Project..., Data Modeling, SQL, Analysis, Visio, Business Requirements, System Testing, Integration, Microsoft SQL Server, Test Planning, Systems Analysis, Mainframe, Software Quality..., SharePoint, Scrum, DB2, Data Warehousing, Crystal Reports, Agile Project Management, Visual Basic, PMO, MS Project, XML, Access, ETL, Vendor Management, Business Intelligence, PMP, Enterprise Architecture, Unix, Oracle, PL/SQL, IT Strategy
Education
Syracuse University 1983 — 1987
Bachelors, Economics
Vision Government Solutions December 2013 - Present
MA Department of Transportation June 2013 - December 2013
Commonwealth of Massachusetts June 2012 - June 2013
CVS Caremark Corporation December 2011 - February 2012
Citizens Bank July 2011 - September 2011
Blue Cod Technologies April 2008 - June 2011
The Hartford Insurance Group September 2000 - April 2008
Sun Life Financial October 1994 - August 2000
Skills
SDLC, User Acceptance Testing, Quality Center, Testing, Software Documentation, Quality Assurance, Software Development, Business Analysis, Process Improvement, Agile Methodologies, Regression Testing, Requirements Gathering, Requirements Analysis, Test Cases, Databases, Management, Business Process, Software Project..., Data Modeling, SQL, Analysis, Visio, Business Requirements, System Testing, Integration, Microsoft SQL Server, Test Planning, Systems Analysis, Mainframe, Software Quality..., SharePoint, Scrum, DB2, Data Warehousing, Crystal Reports, Agile Project Management, Visual Basic, PMO, MS Project, XML, Access, ETL, Vendor Management, Business Intelligence, PMP, Enterprise Architecture, Unix, Oracle, PL/SQL, IT Strategy
Education
Syracuse University 1983 — 1987
Bachelors, Economics
Hans R. Jeschke, GBDS's Sun Life Financial Experience July 2013 - February 2015
Job Benefits Enrollment Manager
Industry Insurance
Experience
Various Insurance Companies June 1995 - Present
Sun Life Financial July 2013 - February 2015
A-1 Affordable Health Insurance April 1990 - July 2013
The Hartford August 2007 - December 2009
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Sales, Training, Team Leadership, Public Speaking, Business Development, Product Management, Networking, Teaching, Process Analysis, Employee Benefits, Insurance, Management, Marketing, Leadership, Health Insurance, New Business Development, Coaching, Budgets, Team Building, Marketing Strategy, Process Improvement, Disability Insurance, Sales Management, Health Savings Accounts, B2B, Small Business, Brokers, Recruiting, Strategy, Life Insurance, Business Planning, Leadership Development, Workers Compensation, Selling, Human Resources, Performance Management, Organizational..., Entrepreneurship, Benefits Administration, Employee Relations, Administration, Term Life Insurance, Accident, Risk Management, Retirement, Public
Education
The Ohio State University
Accounting
University of Cincinnati
Marketing
Various Insurance Companies June 1995 - Present
Sun Life Financial July 2013 - February 2015
A-1 Affordable Health Insurance April 1990 - July 2013
The Hartford August 2007 - December 2009
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Sales, Training, Team Leadership, Public Speaking, Business Development, Product Management, Networking, Teaching, Process Analysis, Employee Benefits, Insurance, Management, Marketing, Leadership, Health Insurance, New Business Development, Coaching, Budgets, Team Building, Marketing Strategy, Process Improvement, Disability Insurance, Sales Management, Health Savings Accounts, B2B, Small Business, Brokers, Recruiting, Strategy, Life Insurance, Business Planning, Leadership Development, Workers Compensation, Selling, Human Resources, Performance Management, Organizational..., Entrepreneurship, Benefits Administration, Employee Relations, Administration, Term Life Insurance, Accident, Risk Management, Retirement, Public
Education
The Ohio State University
Accounting
University of Cincinnati
Marketing
Geetha Jacob Geetha Jacob's Sun Life Financial Experience August 2000 - June 2003
Job Manager, Corporate Finance at Harlequin
Industry Accounting
Experience
Harlequin June 2013 - February 2014
SSI Can Inc January 2012 - May 2013
LS travel retail North America June 2004 - November 2011
Royal bank Canada August 2003 - April 2004
Sun Life Financial August 2000 - June 2003
Ontario Power Generation 1999 - 2000
Skills
Corporate Finance, Accounting Systems, Financial and..., Consolidation, Conglomerates, Financial Modeling, Economic Evaluations, ERP, BI Tools, Cognos, Mathematical, Analytical, Business view, Organization, Tenacity, Ethics, Project Management, Attention To Detail, Mentoring, Development Of People, Accounting Research, Analytical Skills, People Development, Business Intelligence..., Accounting System, Internal Controls, Financial Reporting, Analysis, Accounting, Financial Accounting, Finance, Leadership, Variance Analysis, Essbase, Financial Statements, Forecasting, Fixed Assets, Hyperion Enterprise, General Ledger, Process Improvement, Financial Forecasting, Management, Strategic Planning, Financial Analysis, Business Analysis, Team Leadership, Internal Audit
Education
The Institute of Chartered Accountants of India
CA (India)
University of Kerala, India
Bachelor of Science (BSc), Mathematics and Statistics
Nicholson Secondary School, India
Harlequin June 2013 - February 2014
SSI Can Inc January 2012 - May 2013
LS travel retail North America June 2004 - November 2011
Royal bank Canada August 2003 - April 2004
Sun Life Financial August 2000 - June 2003
Ontario Power Generation 1999 - 2000
Skills
Corporate Finance, Accounting Systems, Financial and..., Consolidation, Conglomerates, Financial Modeling, Economic Evaluations, ERP, BI Tools, Cognos, Mathematical, Analytical, Business view, Organization, Tenacity, Ethics, Project Management, Attention To Detail, Mentoring, Development Of People, Accounting Research, Analytical Skills, People Development, Business Intelligence..., Accounting System, Internal Controls, Financial Reporting, Analysis, Accounting, Financial Accounting, Finance, Leadership, Variance Analysis, Essbase, Financial Statements, Forecasting, Fixed Assets, Hyperion Enterprise, General Ledger, Process Improvement, Financial Forecasting, Management, Strategic Planning, Financial Analysis, Business Analysis, Team Leadership, Internal Audit
Education
The Institute of Chartered Accountants of India
CA (India)
University of Kerala, India
Bachelor of Science (BSc), Mathematics and Statistics
Nicholson Secondary School, India
Dan Rickert's Sun Life Financial Experience October 2012 - October 2014
Job Senior Sales Executive, Large Group Ancillary at Connexion Insurance Solutions
Industry Insurance
Experience
Connexion Insurance Solutions October 2014 - Present
Sun Life Financial October 2012 - October 2014
Sun Life Financial October 2011 - October 2012
Assurant Employee Benefits June 2008 - October 2011
Iron Mountain March 2004 - May 2008
Iron Mountain September 2000 - March 2004
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Sales, Management, Customer Service, Human Resources, Benefits Administration, Leadership
Education
University of Washington 2000 — 2002
BA, Sociology
Tacoma Community College 1998 — 2000
AA, General Studies i.e. Econmoics, Sociology, Statistics
Tyee high school
Connexion Insurance Solutions October 2014 - Present
Sun Life Financial October 2012 - October 2014
Sun Life Financial October 2011 - October 2012
Assurant Employee Benefits June 2008 - October 2011
Iron Mountain March 2004 - May 2008
Iron Mountain September 2000 - March 2004
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Sales, Management, Customer Service, Human Resources, Benefits Administration, Leadership
Education
University of Washington 2000 — 2002
BA, Sociology
Tacoma Community College 1998 — 2000
AA, General Studies i.e. Econmoics, Sociology, Statistics
Tyee high school
Scott J Brown Scott J Brown's Sun Life Financial Experience July 2009 - January 2012
Job Divisional Vice President at SunAmerica Financial Group
Industry Financial Services
Experience
SunAmerica Financial Group 2012 - Present
Sun Life Financial July 2009 - January 2012
The Hartford 2002 - June 2009
Honda Motor Co R&D 1995 - July 2002
Skills
Consultative Selling, Public Speaking, Series 6/63, Life & Health, Wholesaler, Long Term Care, Annuities, IRA's, Marketing Strategy
Education
Vanderbilt University 1991 — 1995
Bachelor of Science
The Ohio State University
MBA, Finance, Marketing, 2001
SunAmerica Financial Group 2012 - Present
Sun Life Financial July 2009 - January 2012
The Hartford 2002 - June 2009
Honda Motor Co R&D 1995 - July 2002
Skills
Consultative Selling, Public Speaking, Series 6/63, Life & Health, Wholesaler, Long Term Care, Annuities, IRA's, Marketing Strategy
Education
Vanderbilt University 1991 — 1995
Bachelor of Science
The Ohio State University
MBA, Finance, Marketing, 2001
Clay Casey's Sun Life Financial Experience 2007 - 2008
Job Senior IT Services Professional
Industry Information Technology and Services
Experience
Osprey Software & Systems July 2009 - January 2012
Collaborative Consulting LLC December 2000 - January 2009
Sun Life Financial 2007 - 2008
Fidelity Investments 2006 - 2007
Iron Mountain 2005 - 2005
Fidelity Investments 2003 - 2004
TJX 2001 - 2001
National Grid February 2000 - April 2000
StockPower/ OWNx 1999 - 2000
EDS 1994 - 1999
Skills
Scrum, Project Management, Performance Engineering, Development Management, Pre-sales, Management, SDLC, Agile Methodologies, Requirements Analysis, PMP, Software Project..., Business Analysis, Vendor Management, Requirements Gathering, Integration, Program Management, Software Development, Agile Project Management, IT Strategy, PMO, Enterprise Software, Product Management, Project Portfolio..., Microsoft SQL Server, Cross-functional Team..., Business Process, Business Process..., Change Management, IT Service Management, SaaS
Education
Ohio State University 1990 — 1994
BS
Fairborn High School 1984 — 1987
yes
Osprey Software & Systems July 2009 - January 2012
Collaborative Consulting LLC December 2000 - January 2009
Sun Life Financial 2007 - 2008
Fidelity Investments 2006 - 2007
Iron Mountain 2005 - 2005
Fidelity Investments 2003 - 2004
TJX 2001 - 2001
National Grid February 2000 - April 2000
StockPower/ OWNx 1999 - 2000
EDS 1994 - 1999
Skills
Scrum, Project Management, Performance Engineering, Development Management, Pre-sales, Management, SDLC, Agile Methodologies, Requirements Analysis, PMP, Software Project..., Business Analysis, Vendor Management, Requirements Gathering, Integration, Program Management, Software Development, Agile Project Management, IT Strategy, PMO, Enterprise Software, Product Management, Project Portfolio..., Microsoft SQL Server, Cross-functional Team..., Business Process, Business Process..., Change Management, IT Service Management, SaaS
Education
Ohio State University 1990 — 1994
BS
Fairborn High School 1984 — 1987
yes
Rish Aneja's Sun Life Financial Experience 2007 - 2008
Job Transformation Director at Trace3
Industry Management Consulting
Experience
Trace3 2013 - Present
CSC Consulting 2008 - 2012
Sun Life Financial 2007 - 2008
Capital One Financial 2005 - 2007
Infosys Technologies Ltd 2002 - 2005
Algorithmic Solutions 2001 - 2002
Skills
Product Management, Analytics, Management Consulting, Business Process..., Change Management, Analysis, Program Management, Finance Transformation, Business Process, Leadership, Process Improvement, Business Development, Project Management, Business Transformation, Risk Management, Consulting, Management, Team Leadership, Six Sigma, Telecommunications, Strategic Planning, Business Analysis, Strategy, IT Strategy, Business Process...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Thapar Institute of Engineering and Technology 1997 — 2001
BE, Electronics & Communication
Trace3 2013 - Present
CSC Consulting 2008 - 2012
Sun Life Financial 2007 - 2008
Capital One Financial 2005 - 2007
Infosys Technologies Ltd 2002 - 2005
Algorithmic Solutions 2001 - 2002
Skills
Product Management, Analytics, Management Consulting, Business Process..., Change Management, Analysis, Program Management, Finance Transformation, Business Process, Leadership, Process Improvement, Business Development, Project Management, Business Transformation, Risk Management, Consulting, Management, Team Leadership, Six Sigma, Telecommunications, Strategic Planning, Business Analysis, Strategy, IT Strategy, Business Process...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Thapar Institute of Engineering and Technology 1997 — 2001
BE, Electronics & Communication
Maxine Mattheis, PMP's Sun Life Financial Experience January 2008 - September 2009
Job Senior Project Manager at Harvard Business School's IT Department
Industry Information Technology and Services
Experience
Harvard Business School's IT Department October 2012 - Present
Magenics February 2011 - September 2012
Computer Sciences Corporation September 2009 - February 2011
Sun Life Financial January 2008 - September 2009
Massachusetts Port Authority September 2000 - December 2007
Bank of Boston June 1997 - August 2000
Lockheed Martin July 1994 - April 1997
Technautics August 1993 - June 1994
Martin Marietta August 1990 - July 1993
Skills
Project Management, Microsoft Office, Decision Analysis, Quality Assurance, Program Management, Strategic Planning, Team Leadership, Team Building, Change Management, Process Improvement, SDLC, Analysis, Risk Management, Requirements Analysis, Project Planning, Integration, Security, Governance, IT Strategy, Enterprise Architecture, Business Intelligence, CRM, SharePoint, Testing, Team Management, Software Documentation, PMP, Leadership, Software Development, Management, Microsoft SQL Server, Telecommunications, Agile Project Management, Business Analysis, Visio, PMO, Project Portfolio..., Business Process..., Vendor Management, Business Process, Software Project..., MS Project, Training, Systems Analysis, IT Management, Cross-functional Team..., Requirements Gathering, Resource Management
Education
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Accounting
University of Pennsylvania 1986 — 1990
BS, Systems Engineering with Dual Focus in Transportation and Computer Science
Lamar High School 1983 — 1986
High School, High School Diploma
Harvard Business School's IT Department October 2012 - Present
Magenics February 2011 - September 2012
Computer Sciences Corporation September 2009 - February 2011
Sun Life Financial January 2008 - September 2009
Massachusetts Port Authority September 2000 - December 2007
Bank of Boston June 1997 - August 2000
Lockheed Martin July 1994 - April 1997
Technautics August 1993 - June 1994
Martin Marietta August 1990 - July 1993
Skills
Project Management, Microsoft Office, Decision Analysis, Quality Assurance, Program Management, Strategic Planning, Team Leadership, Team Building, Change Management, Process Improvement, SDLC, Analysis, Risk Management, Requirements Analysis, Project Planning, Integration, Security, Governance, IT Strategy, Enterprise Architecture, Business Intelligence, CRM, SharePoint, Testing, Team Management, Software Documentation, PMP, Leadership, Software Development, Management, Microsoft SQL Server, Telecommunications, Agile Project Management, Business Analysis, Visio, PMO, Project Portfolio..., Business Process..., Vendor Management, Business Process, Software Project..., MS Project, Training, Systems Analysis, IT Management, Cross-functional Team..., Requirements Gathering, Resource Management
Education
The George Washington University - School of Business 1993 — 1996
MBA, Finance and Accounting
University of Pennsylvania 1986 — 1990
BS, Systems Engineering with Dual Focus in Transportation and Computer Science
Lamar High School 1983 — 1986
High School, High School Diploma
Voolich, Sam's Sun Life Financial Experience January 2012 - Present
Job Director Internal Peer Review at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2012 - Present
Sun Life Financial December 2005 - March 2012
John Hancock 1996 - 2005
Education
Swarthmore College 1992 — 1996
BA, Mathematics, Economics
Sun Life Financial January 2012 - Present
Sun Life Financial December 2005 - March 2012
John Hancock 1996 - 2005
Education
Swarthmore College 1992 — 1996
BA, Mathematics, Economics
Lisa Graves's Sun Life Financial Experience August 2000 - May 2003
Job Owner, CEO at Flurry's Snow Bar
Industry Marketing and Advertising
Experience
McCann New York November 2014 - Present
Flurry's Snow Bar, Inc. January 2014 - Present
McCann New York January 2014 - May 2014
McCann New York March 2012 - December 2013
A&E Television Networks August 2011 - March 2012
Atlantic Records August 2006 - June 2011
Sun Life Financial August 2000 - May 2003
Skills
Advertising, Creative Services, Human Resources, Resource Management, Award Submissions, New Hire Orientations, Music Industry, Entertainment, Social Media Marketing, Social Networking, Digital Marketing, Marketing, Problem Solving, Invoice Processing
Education
Texas Southern University
Mathematics
McCann New York November 2014 - Present
Flurry's Snow Bar, Inc. January 2014 - Present
McCann New York January 2014 - May 2014
McCann New York March 2012 - December 2013
A&E Television Networks August 2011 - March 2012
Atlantic Records August 2006 - June 2011
Sun Life Financial August 2000 - May 2003
Skills
Advertising, Creative Services, Human Resources, Resource Management, Award Submissions, New Hire Orientations, Music Industry, Entertainment, Social Media Marketing, Social Networking, Digital Marketing, Marketing, Problem Solving, Invoice Processing
Education
Texas Southern University
Mathematics
Joel Bergantino's Sun Life Financial Experience May 2008 - August 2009
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance July 2012 - Present
State Farm Insurance April 2010 - Present
Sun Life Financial May 2008 - August 2009
Salix Pharmaceuticals May 2005 - May 2008
Skills
Account Management
Education
The Ohio State University 1989 — 1995
BSBA, Logistics
Cleveland Heights High School 1985 — 1989
State Farm Insurance July 2012 - Present
State Farm Insurance April 2010 - Present
Sun Life Financial May 2008 - August 2009
Salix Pharmaceuticals May 2005 - May 2008
Skills
Account Management
Education
The Ohio State University 1989 — 1995
BSBA, Logistics
Cleveland Heights High School 1985 — 1989
Gregg Cooper's Sun Life Financial Experience March 2003 - November 2006
Job Employee Benefits Consultant at Standard Insurance Company
Industry Insurance
Experience
Standard Insurance Company November 2006 - Present
Sun Life Financial March 2003 - November 2006
Parker Hannifin January 2000 - March 2003
Skills
Employee Benefits, Disability Insurance, Account Management, Sales Management, Consultative Selling, Insurance, Benefits Administration, Marketing Strategy, Benefits, Competitive Analysis, Problem Solving, Product Development, Cold Calling, Analysis
Education
The University of Akron 1994 — 2000
Bachelor of Science (B.S.), Mechanical Engineering with a Specialization in Business
Standard Insurance Company November 2006 - Present
Sun Life Financial March 2003 - November 2006
Parker Hannifin January 2000 - March 2003
Skills
Employee Benefits, Disability Insurance, Account Management, Sales Management, Consultative Selling, Insurance, Benefits Administration, Marketing Strategy, Benefits, Competitive Analysis, Problem Solving, Product Development, Cold Calling, Analysis
Education
The University of Akron 1994 — 2000
Bachelor of Science (B.S.), Mechanical Engineering with a Specialization in Business
Jessica Cornell's Sun Life Financial Experience July 2005 - Present
Job Stop Loss Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2005 - Present
Education
The Ohio State University Fisher College of Business 2000 — 2005
Sun Life Financial July 2005 - Present
Education
The Ohio State University Fisher College of Business 2000 — 2005
Michael Huppert's Sun Life Financial Experience March 2013 - Present
Job Assistant Vice President, Medical Stop Loss Underwriting at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2013 - Present
Sun Life Financial January 2012 - February 2013
Sun Life Financial 2008 - January 2012
Sun Life Financial 2007 - 2008
Genworth Financial April 2001 - May 2007
Hartford Life 1985 - 1997
Skills
Product Development, Reinsurance, Insurance, Life Insurance, Actuarial Science, Underwriting, Financial Risk, Pricing, Strategy, Leadership, Disability Insurance, Management, Group Insurance, Risk Management, Employee Benefits, Brokers
Education
The Ohio State University 1983 — 1985
BS, Mathematics
The Ohio State University
Sun Life Financial March 2013 - Present
Sun Life Financial January 2012 - February 2013
Sun Life Financial 2008 - January 2012
Sun Life Financial 2007 - 2008
Genworth Financial April 2001 - May 2007
Hartford Life 1985 - 1997
Skills
Product Development, Reinsurance, Insurance, Life Insurance, Actuarial Science, Underwriting, Financial Risk, Pricing, Strategy, Leadership, Disability Insurance, Management, Group Insurance, Risk Management, Employee Benefits, Brokers
Education
The Ohio State University 1983 — 1985
BS, Mathematics
The Ohio State University
Stevan Lewis's Sun Life Financial Experience December 2011 - Present
Job SVP & CTO
Industry Insurance
Experience
Sun Life Financial December 2011 - Present
Sun Life Financial August 2009 - August 2010
Bank of Montreal Financial Group 2008 - 2009
Bank of Montreal 2005 - 2009
BMO Financial Group 2001 - 2009
BMO, Bank of Montreal 2001 - 2008
Skills
Risk Management, Enterprise Software, Governance, PMO, IT Strategy, Team Leadership, Capital Markets, Cloud Computing, Solution Architecture, Enterprise Architecture, Business Analysis, ITIL, Financial Services, SDLC, Professional Services, Requirements Analysis, Vendor Management, Banking, CRM, Change Management, Business Intelligence, Business Process..., Business Strategy, Project Management, Strategy, SaaS, Outsourcing
Education
The University of British Columbia
MBA
Sun Life Financial December 2011 - Present
Sun Life Financial August 2009 - August 2010
Bank of Montreal Financial Group 2008 - 2009
Bank of Montreal 2005 - 2009
BMO Financial Group 2001 - 2009
BMO, Bank of Montreal 2001 - 2008
Skills
Risk Management, Enterprise Software, Governance, PMO, IT Strategy, Team Leadership, Capital Markets, Cloud Computing, Solution Architecture, Enterprise Architecture, Business Analysis, ITIL, Financial Services, SDLC, Professional Services, Requirements Analysis, Vendor Management, Banking, CRM, Change Management, Business Intelligence, Business Process..., Business Strategy, Project Management, Strategy, SaaS, Outsourcing
Education
The University of British Columbia
MBA
Ray Britt's Sun Life Financial Experience March 2003 - Present
Job Marketing V.P. at Sun Life
Industry Insurance
Experience
Sun Life Financial March 2003 - Present
Education
The College of William and Mary - Marshall Wythe Law School 1978 — 1979
Sun Life Financial March 2003 - Present
Education
The College of William and Mary - Marshall Wythe Law School 1978 — 1979
Morgan Weiner's Sun Life Financial Experience September 2012 - Present
Job Senior Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2012 - Present
Lincoln Financial Group September 2009 - September 2012
Sun Life Financial June 2003 - January 2010
Skills
New Business Development, Group Life, Sales, Marketing, Leadership, Disability Insurance, Group Medical, Long-term Care, Term Life Insurance, Health Savings Accounts, Health Insurance, Insurance, Retirement, Brokers, Employee Benefits, Accident, COBRA
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration, International Finance and Marketing
The American University of Paris 2002 — 2002
Marketing
Sun Life Financial September 2012 - Present
Lincoln Financial Group September 2009 - September 2012
Sun Life Financial June 2003 - January 2010
Skills
New Business Development, Group Life, Sales, Marketing, Leadership, Disability Insurance, Group Medical, Long-term Care, Term Life Insurance, Health Savings Accounts, Health Insurance, Insurance, Retirement, Brokers, Employee Benefits, Accident, COBRA
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration, International Finance and Marketing
The American University of Paris 2002 — 2002
Marketing
Paula Ho's Sun Life Financial Experience October 2009 - June 2011
Job Business System Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. September 2014 - Present
Canaccord Financial June 2011 - September 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial February 2008 - October 2009
TD Canada Trust April 2006 - October 2007
Skills
Mutual Funds, Wealth Management, End User Training, Banking, Application Support, Investments, Retirement Planning, Office Administration, Financial Analysis, Asset Allocation, SharePoint, Technical Support, Requirements Gathering, Business Analysis
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce Honours, Finance
Canaccord Genuity Inc. September 2014 - Present
Canaccord Financial June 2011 - September 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial February 2008 - October 2009
TD Canada Trust April 2006 - October 2007
Skills
Mutual Funds, Wealth Management, End User Training, Banking, Application Support, Investments, Retirement Planning, Office Administration, Financial Analysis, Asset Allocation, SharePoint, Technical Support, Requirements Gathering, Business Analysis
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce Honours, Finance
Haley Chang's Sun Life Financial Experience May 2006 - November 2009
Job Sales Specialist at Tsawwassen Springs
Industry Real Estate
Experience
Tsawwassen Springs April 2011 - Present
Royal Lepage Regency Realty Ltd. January 2010 - Present
Anderson Walk February 2011 - July 2011
BNI 2009 - 2010
Sun Life Financial May 2006 - November 2009
Education
Kwantlen Polytechnic University 2012 — 2013
Marketing Management Diploma, School of Business
The University of British Columbia 2009 — 2009
Real Estate License, Real Estate Trading Services
The University of British Columbia 2002 — 2006
B.Sc., Chemistry
University of Victoria 1998 — 2002
Science
Little Flower Academy
Tsawwassen Springs April 2011 - Present
Royal Lepage Regency Realty Ltd. January 2010 - Present
Anderson Walk February 2011 - July 2011
BNI 2009 - 2010
Sun Life Financial May 2006 - November 2009
Education
Kwantlen Polytechnic University 2012 — 2013
Marketing Management Diploma, School of Business
The University of British Columbia 2009 — 2009
Real Estate License, Real Estate Trading Services
The University of British Columbia 2002 — 2006
B.Sc., Chemistry
University of Victoria 1998 — 2002
Science
Little Flower Academy
John Asfar, CLU, ChFC, CFPtm's Sun Life Financial Experience June 2002 - June 2010
Job Regional Vice President at American General Life Companies
Industry Insurance
Experience
American General Life Companies November 2012 - Present
Minnesota Life June 2010 - November 2012
Sun Life Financial June 2002 - June 2010
Prudential Insurance May 2001 - June 2002
Prudential Financial June 1989 - May 2001
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Retirement Planning, Series 6, Long-term Care, Term Life Insurance, Disability Insurance, Financial Planners, Variable Annuities, Series 63, Estate Planning, Whole Life, Underwriting, 401k, Mutual Funds, Series 7, Sales, IRAs, Long Term Care Insurance, Financial Services
Education
Certified Financial Planner Bd of Stds 2001 — 2002
CFPtm, Financial Planning and Services
The American College 1992 — 1994
CLU, ChFC, Financial Planning and Services
St John's University 1982 — 1986
BS, Criminal Justice
Xaverian
Xaverian
American General Life Companies November 2012 - Present
Minnesota Life June 2010 - November 2012
Sun Life Financial June 2002 - June 2010
Prudential Insurance May 2001 - June 2002
Prudential Financial June 1989 - May 2001
Skills
Fixed Annuities, Life Insurance, Retirement, Insurance, Retirement Planning, Series 6, Long-term Care, Term Life Insurance, Disability Insurance, Financial Planners, Variable Annuities, Series 63, Estate Planning, Whole Life, Underwriting, 401k, Mutual Funds, Series 7, Sales, IRAs, Long Term Care Insurance, Financial Services
Education
Certified Financial Planner Bd of Stds 2001 — 2002
CFPtm, Financial Planning and Services
The American College 1992 — 1994
CLU, ChFC, Financial Planning and Services
St John's University 1982 — 1986
BS, Criminal Justice
Xaverian
Xaverian
Ray Britt's Sun Life Financial Experience June 2004 - January 2009
Job President, Raymond L. Britt, Jr., PLLC
Industry Law Practice
Experience
Raymond L. Britt, Jr., PLLC October 2003 - Present
Prudential Financial June 2009 - April 2012
Sun Life Financial June 2004 - January 2009
Manulife Financial June 1982 - June 2002
Skills
Private Equity, Due Diligence, Venture Capital, Wealth Management, Mergers, Pensions, Insurance, Investments, Hedge Funds, Transfer Pricing, Elder Law, Strategic Financial..., Mergers & Acquisitions, Tax, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, High Net Worth..., Retirement, Wealth, Retirement Planning, Financial Services, Portfolio Management, Wealth Management..., Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Trusts, Equities, Series 63, Life Insurance, FINRA, 401k, Asset Protection, Financial Planning
Education
The College of William and Mary - Marshall Wythe Law School 1978 — 1979
Master's of Law in Taxation, Taxation
The University of Western Ontario 1974 — 1977
Bachelor of Laws (LL.B.), Law
University of Virginia 1969 — 1973
B.S., Nuclear Engineering
Raymond L. Britt, Jr., PLLC October 2003 - Present
Prudential Financial June 2009 - April 2012
Sun Life Financial June 2004 - January 2009
Manulife Financial June 1982 - June 2002
Skills
Private Equity, Due Diligence, Venture Capital, Wealth Management, Mergers, Pensions, Insurance, Investments, Hedge Funds, Transfer Pricing, Elder Law, Strategic Financial..., Mergers & Acquisitions, Tax, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, High Net Worth..., Retirement, Wealth, Retirement Planning, Financial Services, Portfolio Management, Wealth Management..., Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Trusts, Equities, Series 63, Life Insurance, FINRA, 401k, Asset Protection, Financial Planning
Education
The College of William and Mary - Marshall Wythe Law School 1978 — 1979
Master's of Law in Taxation, Taxation
The University of Western Ontario 1974 — 1977
Bachelor of Laws (LL.B.), Law
University of Virginia 1969 — 1973
B.S., Nuclear Engineering
Chris Lambeck's Sun Life Financial Experience 2001 - 2002
Job President & CEO at Regional Power
Industry Oil & Energy
Experience
Regional Power December 2013 - Present
Regional Power Inc. August 2007 - December 2013
Manulife Capital 2002 - 2007
Sun Life Financial 2001 - 2002
CIT 1994 - 2000
Skills
Project Finance, Mergers, Financial Modeling, Structured Finance, Corporate Finance, Due Diligence, Risk Management, Project Management, Capital Markets, Contract Negotiation, Financial Analysis, Energy, Cleantech, Strategic Financial..., Renewable Energy, Valuation, Investments
Education
The University of British Columbia / UBC 1983 — 1988
Bachelor of Commerce (BCom), Finance
Regional Power December 2013 - Present
Regional Power Inc. August 2007 - December 2013
Manulife Capital 2002 - 2007
Sun Life Financial 2001 - 2002
CIT 1994 - 2000
Skills
Project Finance, Mergers, Financial Modeling, Structured Finance, Corporate Finance, Due Diligence, Risk Management, Project Management, Capital Markets, Contract Negotiation, Financial Analysis, Energy, Cleantech, Strategic Financial..., Renewable Energy, Valuation, Investments
Education
The University of British Columbia / UBC 1983 — 1988
Bachelor of Commerce (BCom), Finance
Luke Frost's Sun Life Financial Experience August 2011 - August 2014
Job Group Manager at Aflac Broker Channel
Industry Insurance
Experience
Aflac Broker Channel August 2014 - Present
Sun Life Financial August 2011 - August 2014
Unum June 2007 - August 2011
Skills
Insurance, Disability Insurance, Employee Benefits, Group Benefits, Underwriting, Health Insurance, Life Insurance, Fixed Annuities, Benefits Administration, Term Life Insurance, Brokers
Education
Texas A&M University 1999 — 2003
Economics
Aflac Broker Channel August 2014 - Present
Sun Life Financial August 2011 - August 2014
Unum June 2007 - August 2011
Skills
Insurance, Disability Insurance, Employee Benefits, Group Benefits, Underwriting, Health Insurance, Life Insurance, Fixed Annuities, Benefits Administration, Term Life Insurance, Brokers
Education
Texas A&M University 1999 — 2003
Economics
James J Ryan's Sun Life Financial Experience November 1994 - May 2001
Job Executive Vice President, Relationship Management at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Warren Threadgill's Sun Life Financial Experience January 2009 - January 2013
Job Business Development at Averify
Industry Insurance
Experience
Averify July 2015 - Present
Humana January 2013 - Present
Humana January 2013 - Present
Sun Life Financial January 2009 - January 2013
Skills
Sales, Disability Insurance, Employee Benefits, Customer Service, Life Insurance, Underwriting, Health Insurance, Insurance, Management, Brokers, Account Management
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Averify July 2015 - Present
Humana January 2013 - Present
Humana January 2013 - Present
Sun Life Financial January 2009 - January 2013
Skills
Sales, Disability Insurance, Employee Benefits, Customer Service, Life Insurance, Underwriting, Health Insurance, Insurance, Management, Brokers, Account Management
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Francis Chang's Sun Life Financial Experience January 2011 - December 2011
Job Tax Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 2012 - Present
Sun Life Financial January 2011 - December 2011
Education
University of Waterloo 2010 — 2012
MTax, Master of Taxation
The University of British Columbia 2006 — 2010
BCom (Honours), Accounting
Ernst & Young May 2012 - Present
Sun Life Financial January 2011 - December 2011
Education
University of Waterloo 2010 — 2012
MTax, Master of Taxation
The University of British Columbia 2006 — 2010
BCom (Honours), Accounting
Bridget W Bauer's Sun Life Financial Experience 2009 - 2013
Job Administrative Assistant with a solid understanding of teamwork and compromise.
Industry Insurance
Experience
Contract Employment 2014 - Present
Sun Life Financial 2009 - 2013
First American Bank 2000 - 2009
Millikin University 1997 - 2000
Skills
Insurance, Life Insurance, Account Management, Employee Benefits, Office Administration, Customer Service, Human Resources, Accounting, Information Technology, Sales Management, Banking, Teamwork, Analysis, Sales, Event Management, Problem Solving, Disability Insurance, Health Insurance, Microsoft Office, Social Media, Management, Underwriting
Education
Millikin University
Bachelor of Science, Math Educucation
The Ohio State University
Contract Employment 2014 - Present
Sun Life Financial 2009 - 2013
First American Bank 2000 - 2009
Millikin University 1997 - 2000
Skills
Insurance, Life Insurance, Account Management, Employee Benefits, Office Administration, Customer Service, Human Resources, Accounting, Information Technology, Sales Management, Banking, Teamwork, Analysis, Sales, Event Management, Problem Solving, Disability Insurance, Health Insurance, Microsoft Office, Social Media, Management, Underwriting
Education
Millikin University
Bachelor of Science, Math Educucation
The Ohio State University
Alaric Man's Sun Life Financial Experience Senior Business ManagerThe Bank of East Asia
Job Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial Senior Business ManagerThe Bank of East Asia
Education
The Hong Kong Polytechnic University
Sun Life Financial Senior Business ManagerThe Bank of East Asia
Education
The Hong Kong Polytechnic University
Erica Van Damme's Sun Life Financial Experience May 2014 - Present
Job Records Specialist at Sun Life Financial
Industry Information Services
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial August 2012 - Present
Sun Life Financial September 2010 - August 2012
Education
The University of British Columbia / UBC 2007 — 2009
MAS, Library, Archives and Information Science
Sun Life Financial May 2014 - Present
Sun Life Financial August 2012 - Present
Sun Life Financial September 2010 - August 2012
Education
The University of British Columbia / UBC 2007 — 2009
MAS, Library, Archives and Information Science
Ilia Sivak, MBA, ACCA, CPA, CGA,'s Sun Life Financial Experience 2002 - 2003
Job
Industry Banking
Experience
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
Robert Iangar's Sun Life Financial Experience 1998 - 2000
Job Senior Underwriter
Industry Insurance
Experience
Arbor Benefit Group 2014 - Present
Elite Brokerage Services 2012 - 2014
RE Moulton 2001 - 2011
Sun Life Financial 1998 - 2000
IISI 1995 - 1998
Skills
Profitability, Retention, Client Development, Brokers, Customer Retention, New Business Development, Profit, Disability Insurance, Employee Benefits, Sales, Claim, Sales Operations, Financial Analysis, Operations Management, Account Management, Customer Service, Direct Sales, Data Analysis, Change Management, Business Planning, Market Research, Management, Business Strategy, Marketing, Cross-functional Team..., Management Consulting, Analysis, Small Business, Workers Compensation, Managed Care, Leadership, Loss Reserving, Medical Underwriting, Risk Management, Training, CPCU, Executive Management, Long-term Care, Catastrophe, Team Building, Strategy, Process Improvement, Automated Underwriting..., Finance, Professional Indemnity..., Captives, Catastrophe Modeling, Ratemaking, Excess & Surplus Lines, Excess
Education
Temple University
Bachelor of Arts Degree
Arbor Benefit Group 2014 - Present
Elite Brokerage Services 2012 - 2014
RE Moulton 2001 - 2011
Sun Life Financial 1998 - 2000
IISI 1995 - 1998
Skills
Profitability, Retention, Client Development, Brokers, Customer Retention, New Business Development, Profit, Disability Insurance, Employee Benefits, Sales, Claim, Sales Operations, Financial Analysis, Operations Management, Account Management, Customer Service, Direct Sales, Data Analysis, Change Management, Business Planning, Market Research, Management, Business Strategy, Marketing, Cross-functional Team..., Management Consulting, Analysis, Small Business, Workers Compensation, Managed Care, Leadership, Loss Reserving, Medical Underwriting, Risk Management, Training, CPCU, Executive Management, Long-term Care, Catastrophe, Team Building, Strategy, Process Improvement, Automated Underwriting..., Finance, Professional Indemnity..., Captives, Catastrophe Modeling, Ratemaking, Excess & Surplus Lines, Excess
Education
Temple University
Bachelor of Arts Degree
Michael Testa's Sun Life Financial Experience May 2012 - Present
Job Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2012 - Present
Sun Life Financial May 2011 - May 2012
Sun Life Financial May 2010 - June 2011
Shephard Kaplan 2009 - 2010
Skills
Excel, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Analysis, Spanish, Public Speaking, Social Media Marketing, SPSS, Customer Service, Statistics
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics
Wayland High School 2004 — 2008
High School Diploma, 2008
Sun Life Financial May 2012 - Present
Sun Life Financial May 2011 - May 2012
Sun Life Financial May 2010 - June 2011
Shephard Kaplan 2009 - 2010
Skills
Excel, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Analysis, Spanish, Public Speaking, Social Media Marketing, SPSS, Customer Service, Statistics
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics
Wayland High School 2004 — 2008
High School Diploma, 2008
Michael Muhs's Sun Life Financial Experience July 2009 - May 2012
Job Project Manager, Mergers & Acquisitions at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2014 - Present
Crystal & Company May 2012 - June 2014
Sun Life Financial July 2009 - May 2012
Skills
Disability Insurance, Investments, Cold Calling, Sales Management, Voluntary Employee..., Employee Benefits, Selling, Account Management, Leadership, Salesforce.com, Sales Process, Customer Retention, Business Development, Sales Presentations, Direct Sales, Building Relationships, Project Management, Insurance, Sales, Customer Service, Management, Marketing, Microsoft Office
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Lockton Companies June 2014 - Present
Crystal & Company May 2012 - June 2014
Sun Life Financial July 2009 - May 2012
Skills
Disability Insurance, Investments, Cold Calling, Sales Management, Voluntary Employee..., Employee Benefits, Selling, Account Management, Leadership, Salesforce.com, Sales Process, Customer Retention, Business Development, Sales Presentations, Direct Sales, Building Relationships, Project Management, Insurance, Sales, Customer Service, Management, Marketing, Microsoft Office
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Cherrie Yohe's Sun Life Financial Experience March 2007 - March 2010
Job Enjoying the opportunity to reconnect with colleagues
Industry Insurance
Experience
Sun Life Financial March 2007 - March 2010
Kipp & Company September 1991 - May 2003
Aetna 1991 - 1993
Education
The University of Akron
Associates, Business Management
Sun Life Financial March 2007 - March 2010
Kipp & Company September 1991 - May 2003
Aetna 1991 - 1993
Education
The University of Akron
Associates, Business Management
Robert Keshen's Sun Life Financial Experience 2010 - 2010
Job CI/Legal Researcher at McCarthy Tétrault
Industry Libraries
Experience
McCarthy Tétrault December 2014 - Present
Norton Rose Fulbright 2012 - 2014
XPI DisclosureNet 2011 - 2012
Vaughan Public Library September 2009 - August 2010
Legislative Assembly of Ontario May 2009 - May 2010
Goodmans LLP 2010 - 2010
Sun Life Financial 2010 - 2010
Centre of Criminology Library, University of Toronto September 2008 - May 2009
Ernst & Young 2006 - 2008
University of British Columbia (2005 2005 - 2006
Skills
Research, Microsoft Office, Customer Relations, Teaching, Library, Cataloging, Legal Research, Library Science, Information Management, Social Media, Records Management, Archives, Library Instruction, Collection Development, Westlaw, Online Research, Library Research, Library Management, Electronic Resources, Customer Service, Information Literacy, Libraries
Education
Faculty of Information, University of Toronto 2008 — 2010
Master
The University of British Columbia 2004 — 2006
Master of Arts
York University 2000 — 2004
Specialized Bachelor of Arts with Honours
TSS
McCarthy Tétrault December 2014 - Present
Norton Rose Fulbright 2012 - 2014
XPI DisclosureNet 2011 - 2012
Vaughan Public Library September 2009 - August 2010
Legislative Assembly of Ontario May 2009 - May 2010
Goodmans LLP 2010 - 2010
Sun Life Financial 2010 - 2010
Centre of Criminology Library, University of Toronto September 2008 - May 2009
Ernst & Young 2006 - 2008
University of British Columbia (2005 2005 - 2006
Skills
Research, Microsoft Office, Customer Relations, Teaching, Library, Cataloging, Legal Research, Library Science, Information Management, Social Media, Records Management, Archives, Library Instruction, Collection Development, Westlaw, Online Research, Library Research, Library Management, Electronic Resources, Customer Service, Information Literacy, Libraries
Education
Faculty of Information, University of Toronto 2008 — 2010
Master
The University of British Columbia 2004 — 2006
Master of Arts
York University 2000 — 2004
Specialized Bachelor of Arts with Honours
TSS
Kenneth Nordstrom's Sun Life Financial Experience 2008 - 2011
Job Seasoned insurance marketing leader
Industry Insurance
Experience
M Financial Group March 2012 - Present
Sun Life Financial 2008 - 2011
John Hancock Life Insurance Company 1992 - 2007
Skills
Build collaboration..., Drive quality sales..., Mentor young talent..., Transform theoretical..., Leadership, Insurance, Life Insurance, Sales, Collaboration
Education
The American College 1977 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Life Insurance and Financial Planning
Tufts University 1962 — 1966
Bachelor of Arts cum laude, English Major, History Minor
M Financial Group March 2012 - Present
Sun Life Financial 2008 - 2011
John Hancock Life Insurance Company 1992 - 2007
Skills
Build collaboration..., Drive quality sales..., Mentor young talent..., Transform theoretical..., Leadership, Insurance, Life Insurance, Sales, Collaboration
Education
The American College 1977 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Life Insurance and Financial Planning
Tufts University 1962 — 1966
Bachelor of Arts cum laude, English Major, History Minor
Annie Tan's Sun Life Financial Experience September 2012 - December 2012
Job Actuarial Developer, FSA, CERA
Industry Insurance
Experience
GGY AXIS July 2013 - Present
Sun Life Financial September 2012 - December 2012
University of Waterloo April 2012 - August 2012
University of Waterloo September 2011 - August 2012
Bank of China May 2010 - August 2010
Skills
VBA, Actuarial Science, Microsoft Excel, Quantitative Finance, Financial Modeling, Quantitative Analytics, Statistical Modeling, Access, Matlab, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Piano, Financial Risk, Stochastic Modeling, LaTeX, Risk Management, Corporate Finance, Financial Analysis, Investments, English, Chinese, Fixed Income, GGY Axis, Flute
Education
University of Waterloo 2011 — 2012
Master of Mathematics, Actuarial Science
The Chinese University of Hong Kong 2007 — 2011
Bachelor of Business Administration, Finance
GGY AXIS July 2013 - Present
Sun Life Financial September 2012 - December 2012
University of Waterloo April 2012 - August 2012
University of Waterloo September 2011 - August 2012
Bank of China May 2010 - August 2010
Skills
VBA, Actuarial Science, Microsoft Excel, Quantitative Finance, Financial Modeling, Quantitative Analytics, Statistical Modeling, Access, Matlab, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Piano, Financial Risk, Stochastic Modeling, LaTeX, Risk Management, Corporate Finance, Financial Analysis, Investments, English, Chinese, Fixed Income, GGY Axis, Flute
Education
University of Waterloo 2011 — 2012
Master of Mathematics, Actuarial Science
The Chinese University of Hong Kong 2007 — 2011
Bachelor of Business Administration, Finance
Krishan Mayer's Sun Life Financial Experience 1997 - May 2014
Job Senior Team Leader, Trainer, Office Management, Account Management Professional
Industry Financial Services
Experience
Credential June 2014 - November 2014
Sun Life Financial 1997 - May 2014
J. Blenkarn Holdings 1995 - 1997
UBC David Lam Centre for Continuing Studies 1995 - 1995
GEOS Corporation, Japan September 1992 - September 1993
Skills
Mutual Funds, Insurance, Life Insurance, Financial Services, Disability Insurance, Analysis, Finance, Business Analysis, Long-term Care, Term Life Insurance, Health Insurance, Underwriting, Investments, Financial Advisory, Retirement Planning, Retirement, Training, Leadership
Education
British Columbia Institute of Technology 1994 — 1995
Computer Technology/Computer Systems Technology
The University of British Columbia 1988 — 1992
B.Sc., Science
Credential June 2014 - November 2014
Sun Life Financial 1997 - May 2014
J. Blenkarn Holdings 1995 - 1997
UBC David Lam Centre for Continuing Studies 1995 - 1995
GEOS Corporation, Japan September 1992 - September 1993
Skills
Mutual Funds, Insurance, Life Insurance, Financial Services, Disability Insurance, Analysis, Finance, Business Analysis, Long-term Care, Term Life Insurance, Health Insurance, Underwriting, Investments, Financial Advisory, Retirement Planning, Retirement, Training, Leadership
Education
British Columbia Institute of Technology 1994 — 1995
Computer Technology/Computer Systems Technology
The University of British Columbia 1988 — 1992
B.Sc., Science
Lingling Sun, ASA, MAAA's Sun Life Financial Experience January 2011 - December 2012
Job Actuarial Analyst at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group April 2014 - Present
Harvard Pilgrim Health Care December 2012 - March 2014
Sun Life Financial January 2011 - December 2012
Bank of America January 2010 - December 2010
Education
Temple University - Fox School of Business and Management
MS, Actuarial Science
UnitedHealth Group April 2014 - Present
Harvard Pilgrim Health Care December 2012 - March 2014
Sun Life Financial January 2011 - December 2012
Bank of America January 2010 - December 2010
Education
Temple University - Fox School of Business and Management
MS, Actuarial Science
Daniel Li-Wen Chuang's Sun Life Financial Experience September 1996 - Present
Job Associate Manager, Asian Unit at Sun Life Financial Montreal Centre
Industry Financial Services
Experience
Sun Life Financial September 1996 - Present
Skills
Mutual Funds, Segregated Funds, Fixed Annuities, Critical Illness, Retirement Planning, RRSP, Strategic Financial..., Wealth Management, Retirement, Retirement Savings, Life Insurance, Transfer Agency, Insurance, Disability Insurance, Investments, Financial Services, Wealth, Financial Planners, Financial Advisory, Public Speaking
Education
Concrodia University 1992 — 1995
Bachelor of Commerce (B.Com.), Management Information System & Finance
Tamkang University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Sun Life Financial September 1996 - Present
Skills
Mutual Funds, Segregated Funds, Fixed Annuities, Critical Illness, Retirement Planning, RRSP, Strategic Financial..., Wealth Management, Retirement, Retirement Savings, Life Insurance, Transfer Agency, Insurance, Disability Insurance, Investments, Financial Services, Wealth, Financial Planners, Financial Advisory, Public Speaking
Education
Concrodia University 1992 — 1995
Bachelor of Commerce (B.Com.), Management Information System & Finance
Tamkang University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Amr Rashad's Sun Life Financial Experience February 2012 - Present
Job President at iDealer Apps
Industry Information Technology and Services
Experience
iDealer Apps October 2012 - Present
Sun Life Financial February 2012 - Present
UTC Fire & Security November 2007 - January 2012
ITWorx February 2005 - November 2007
ITWorx February 2005 - November 2007
Skills
Software Engineering, C#, ASP.NET, Software Development, OOP, Web Services, .NET, Software Design, Object Oriented Design, WCF, Design Patterns, Microsoft SQL Server, LINQ, XML, Agile Methodologies, Visual Studio, AJAX, Java, Software Project..., JavaScript, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Functional Requirements, System Requirements, Use Case Analysis, Use Case Diagrams, Data Flow, Project Management, Project Planning, Project Coordination
Education
The American University in Cairo 2000 — 2004
BSc
The American University in Cairo 2000 — 2004
Bachelor of Science
iDealer Apps October 2012 - Present
Sun Life Financial February 2012 - Present
UTC Fire & Security November 2007 - January 2012
ITWorx February 2005 - November 2007
ITWorx February 2005 - November 2007
Skills
Software Engineering, C#, ASP.NET, Software Development, OOP, Web Services, .NET, Software Design, Object Oriented Design, WCF, Design Patterns, Microsoft SQL Server, LINQ, XML, Agile Methodologies, Visual Studio, AJAX, Java, Software Project..., JavaScript, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Functional Requirements, System Requirements, Use Case Analysis, Use Case Diagrams, Data Flow, Project Management, Project Planning, Project Coordination
Education
The American University in Cairo 2000 — 2004
BSc
The American University in Cairo 2000 — 2004
Bachelor of Science
George M. Ferreira's Sun Life Financial Experience October 2010 - March 2012
Job Experienced Finance Professional
Industry Financial Services
Experience
Bacardi USA,(Gerard Thomas) October 2013 - March 2015
CRICO/Risk Management Foundation, (Professional Services) August 2012 - October 2012
Sun Life Financial October 2010 - March 2012
Sun Life Financial September 2009 - October 2010
Sun Life Financial December 2007 - September 2009
Fidelity Investments (Veritude) March 2005 - December 2007
Bank of America 2001 - 2004
Bank of America 2000 - 2001
Skills
Essbase, Hyperion, OLAP, Profitability Analysis, Business Intelligence, Budgeting and Planning, Financial Reporting, Financial Modeling, Cost Allocation, Productivity Improvement, Change Management, Process Improvement, Manufacturing Operations, Process Engineering, Manufacturing..., Six Sigma, Hyperion Enterprise, SQL Server 2008R2, SQL, SAS DI Studio, SAS EG, SAS ABM, Crystal Reports, SQL Server Analysis..., SSAS, SQL Server Integration..., SSIS, SQL Server Reporting..., SSRS, Corporate Finance, Finance, Cost Accounting, Business Analysis
Education
Syracuse University
BS, Chemistry
Syracuse University - Martin J. Whitman School of Management
MBA, Finance & Marketing
Bacardi USA,(Gerard Thomas) October 2013 - March 2015
CRICO/Risk Management Foundation, (Professional Services) August 2012 - October 2012
Sun Life Financial October 2010 - March 2012
Sun Life Financial September 2009 - October 2010
Sun Life Financial December 2007 - September 2009
Fidelity Investments (Veritude) March 2005 - December 2007
Bank of America 2001 - 2004
Bank of America 2000 - 2001
Skills
Essbase, Hyperion, OLAP, Profitability Analysis, Business Intelligence, Budgeting and Planning, Financial Reporting, Financial Modeling, Cost Allocation, Productivity Improvement, Change Management, Process Improvement, Manufacturing Operations, Process Engineering, Manufacturing..., Six Sigma, Hyperion Enterprise, SQL Server 2008R2, SQL, SAS DI Studio, SAS EG, SAS ABM, Crystal Reports, SQL Server Analysis..., SSAS, SQL Server Integration..., SSIS, SQL Server Reporting..., SSRS, Corporate Finance, Finance, Cost Accounting, Business Analysis
Education
Syracuse University
BS, Chemistry
Syracuse University - Martin J. Whitman School of Management
MBA, Finance & Marketing
Andrew Dooley's Sun Life Financial Experience Co-FounderStreetLight Inc.December 2012 - Present
Job Quote Associate at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial Co-FounderStreetLight Inc.December 2012 - Present
Water Island Capital, LLC January 2012 - 2012
Dowling & Partners 2012 - 2012
Aquastone Graphics llc. May 2011 - July 2011
Mohawk Mountain Ski Resort December 2005 - April 2006
Skills
PowerPoint, Microsoft Excel, Access, Financial Analysis, Finance, Valuation, Bloomberg, Microsoft Word, Microsoft Office, Outlook, Facebook
Education
Litchfield High School
Litchfield High School
The University of Connecticut School of Business
Finance, Business
University of Pittsburgh
Psychology
Sun Life Financial Co-FounderStreetLight Inc.December 2012 - Present
Water Island Capital, LLC January 2012 - 2012
Dowling & Partners 2012 - 2012
Aquastone Graphics llc. May 2011 - July 2011
Mohawk Mountain Ski Resort December 2005 - April 2006
Skills
PowerPoint, Microsoft Excel, Access, Financial Analysis, Finance, Valuation, Bloomberg, Microsoft Word, Microsoft Office, Outlook, Facebook
Education
Litchfield High School
Litchfield High School
The University of Connecticut School of Business
Finance, Business
University of Pittsburgh
Psychology
Igor Alekseev's Sun Life Financial Experience May 1998 - October 2005
Job Senior Data Engineer at ThinkBig Analytics
Industry Computer Software
Experience
Think Big, A Teradata Company June 2014 - Present
Vitech Systems Group October 2006 - June 2014
JPMorgan Chase November 2005 - October 2006
Sun Life Financial May 1998 - October 2005
Taxprep October 1996 - May 1998
Skills
Agile Methodologies, SDLC, SQL, Software Project..., Requirements Analysis, Java, Oracle, Business Analysis, PL/SQL, XML, Software Development, Java Enterprise Edition, Spring, Web Services, Data Modeling, Business Intelligence, Unix, SOA, Visio, Requirements Gathering, Databases, JavaScript, Hibernate, Scrum, Enterprise Architecture, Weblogic, Solution Architecture, IT Strategy, Microsoft SQL Server, UML, Hive, Python, Hadoop, Data Warehouse..., Scala, Apache Storm, Apache Spark, Apache Kafka, HBase, Spring Framework
Education
Temple University - Fox School of Business and Management 2003 — 2005
M.A., Economics
Temple University - Fox School of Business and Management 1994 — 1996
Master's degree, Economics
Think Big, A Teradata Company June 2014 - Present
Vitech Systems Group October 2006 - June 2014
JPMorgan Chase November 2005 - October 2006
Sun Life Financial May 1998 - October 2005
Taxprep October 1996 - May 1998
Skills
Agile Methodologies, SDLC, SQL, Software Project..., Requirements Analysis, Java, Oracle, Business Analysis, PL/SQL, XML, Software Development, Java Enterprise Edition, Spring, Web Services, Data Modeling, Business Intelligence, Unix, SOA, Visio, Requirements Gathering, Databases, JavaScript, Hibernate, Scrum, Enterprise Architecture, Weblogic, Solution Architecture, IT Strategy, Microsoft SQL Server, UML, Hive, Python, Hadoop, Data Warehouse..., Scala, Apache Storm, Apache Spark, Apache Kafka, HBase, Spring Framework
Education
Temple University - Fox School of Business and Management 2003 — 2005
M.A., Economics
Temple University - Fox School of Business and Management 1994 — 1996
Master's degree, Economics
Kaitlin Jaquez's Sun Life Financial Experience August 2015 - Present
Job Director, Philanthropy, Sponsorships & Events at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial July 2008 - August 2015
Coppermine Capital 2005 - 2008
Project Bread - The Walk for Hunger 2003 - 2005
George Washington University 2001 - 2003
Skills
Event Planning, Fundraising, Non-profits, Community Outreach, Volunteer Management, Event Management, Philanthropy, Public Speaking, Social Media, Research, Public Relations, Annual Giving, Media Relations, Strategic Planning, Program Management, Corporate Social..., Nonprofits, Grant Writing, Program Development, Editing, Microsoft Excel, PowerPoint, Sponsorship Activation, Operations Management, Building Relationships, Leadership Development, Strategy, Marketing, Leadership
Education
The George Washington University 1999 — 2003
BA, International Affairs, Spanish
Sun Life Financial August 2015 - Present
Sun Life Financial July 2008 - August 2015
Coppermine Capital 2005 - 2008
Project Bread - The Walk for Hunger 2003 - 2005
George Washington University 2001 - 2003
Skills
Event Planning, Fundraising, Non-profits, Community Outreach, Volunteer Management, Event Management, Philanthropy, Public Speaking, Social Media, Research, Public Relations, Annual Giving, Media Relations, Strategic Planning, Program Management, Corporate Social..., Nonprofits, Grant Writing, Program Development, Editing, Microsoft Excel, PowerPoint, Sponsorship Activation, Operations Management, Building Relationships, Leadership Development, Strategy, Marketing, Leadership
Education
The George Washington University 1999 — 2003
BA, International Affairs, Spanish
Hilda Ng's Sun Life Financial Experience March 2012 - July 2013
Job Insurance Wholesaler at Manulife Financial
Industry Financial Services
Experience
Manulife Financial September 2013 - Present
RBC Insurance July 2013 - September 2013
Sun Life Financial March 2012 - July 2013
Panalpina June 2008 - March 2012
Skills
Licensed Life & Health..., mutual funds, Holistic Financial..., Annuity Sales, Disability Insurance, Travel Insurance, Estate Planning, Mortgage Insurance, Employee Benefits, Mutual Funds, Life Insurance, Financial Advisory, Wealth
Education
The University of British Columbia 1998 — 2002
BA, Psychology
Burnaby North Secondary School
CSI Global Education
Certificate
Manulife Financial September 2013 - Present
RBC Insurance July 2013 - September 2013
Sun Life Financial March 2012 - July 2013
Panalpina June 2008 - March 2012
Skills
Licensed Life & Health..., mutual funds, Holistic Financial..., Annuity Sales, Disability Insurance, Travel Insurance, Estate Planning, Mortgage Insurance, Employee Benefits, Mutual Funds, Life Insurance, Financial Advisory, Wealth
Education
The University of British Columbia 1998 — 2002
BA, Psychology
Burnaby North Secondary School
CSI Global Education
Certificate
Ajay Batra, CFA's Sun Life Financial Experience September 2003 - Present
Job Senior Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2003 - Present
Ohio Public Employees Retirment System June 2001 - August 2003
Skills
Investments, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Asset Managment
Education
The Ohio State University 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1992 — 1996
Bachelor of Business Administration (BBA), Finance
University of Cincinnati
Sun Life Financial September 2003 - Present
Ohio Public Employees Retirment System June 2001 - August 2003
Skills
Investments, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Asset Managment
Education
The Ohio State University 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1992 — 1996
Bachelor of Business Administration (BBA), Finance
University of Cincinnati
Denise Terra's Sun Life Financial Experience November 2010 - May 2013
Job Director, Financial Reporting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2010 - May 2013
Sun Life Financial December 2009 - November 2010
PwC August 2008 - December 2009
Skills
Financial Reporting, Statutory Accounting, Internal Controls, Auditing, Project Management, US GAAP, Sarbanes-Oxley Act, Finance, Financial Modeling, SEC Filings
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Accounting
Sun Life Financial November 2010 - May 2013
Sun Life Financial December 2009 - November 2010
PwC August 2008 - December 2009
Skills
Financial Reporting, Statutory Accounting, Internal Controls, Auditing, Project Management, US GAAP, Sarbanes-Oxley Act, Finance, Financial Modeling, SEC Filings
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Accounting
Angela Linke's Sun Life Financial Experience December 2003 - September 2007
Job ADA Coordinator at NH Department of Transportation
Industry Government Administration
Experience
NH Department of Transportation July 2011 - Present
Second Start December 2010 - June 2011
NH Dept. of Resources and Economic Development September 2007 - November 2010
Sun Life Financial December 2003 - September 2007
The Standard Insurance Co. September 2002 - October 2003
Liberty Mutual Insurance January 2000 - May 2002
MetLife January 1990 - January 2000
Skills
Research, Sales, Training, Photoshop
Education
Syracuse University
BS- Business/Economics
NH Department of Transportation July 2011 - Present
Second Start December 2010 - June 2011
NH Dept. of Resources and Economic Development September 2007 - November 2010
Sun Life Financial December 2003 - September 2007
The Standard Insurance Co. September 2002 - October 2003
Liberty Mutual Insurance January 2000 - May 2002
MetLife January 1990 - January 2000
Skills
Research, Sales, Training, Photoshop
Education
Syracuse University
BS- Business/Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.