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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Emily Zapalac Emily Zapalac's Sun Life Financial Experience July 2012 - Present
Job Employee Benefits Representative at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial July 2012 - Present
Texas Student Media June 2011 - August 2011
Skills
Employee Benefits, Sales, Marketing Strategy, Disability Insurance, Insurance, Life Insurance, Microsoft Office, Social Media, Account Management, Leadership, Term Life Insurance, Health Insurance, Accident, Critical Illness
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), English (Minor), Marketing
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Sun Life Financial July 2012 - Present
Texas Student Media June 2011 - August 2011
Skills
Employee Benefits, Sales, Marketing Strategy, Disability Insurance, Insurance, Life Insurance, Microsoft Office, Social Media, Account Management, Leadership, Term Life Insurance, Health Insurance, Accident, Critical Illness
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), English (Minor), Marketing
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Janelle Jones Janelle Jones's Sun Life Financial Experience June 2014 - Present
Job LTD Abilities Case Manager, Sun Life Financial
Industry Mental Health Care
Experience
Sun Life Financial June 2014 - Present
Westhills Consultants January 2011 - Present
Homewood Human Solutions January 2011 - June 2014
Homewood Human Solutions March 2009 - December 2010
Skills
CBT, Psychotherapy, Counseling Psychology, Self-esteem, Family Therapy, Group Therapy, Stress Management, Psychology, Crisis Intervention, Mental Health Counseling, Treatment, Mindfulness, Psychological Assessment, Adolescents, Mental Health, Coaching, Public Speaking
Education
Yorkville University 2009 — 2011
Master of Arts, Psychology
Rhodes College 2008 — 2008
Professional Life Coaching
The University of Lethbridge 2003 — 2007
Bachelor of Arts, Sociology
Sun Life Financial June 2014 - Present
Westhills Consultants January 2011 - Present
Homewood Human Solutions January 2011 - June 2014
Homewood Human Solutions March 2009 - December 2010
Skills
CBT, Psychotherapy, Counseling Psychology, Self-esteem, Family Therapy, Group Therapy, Stress Management, Psychology, Crisis Intervention, Mental Health Counseling, Treatment, Mindfulness, Psychological Assessment, Adolescents, Mental Health, Coaching, Public Speaking
Education
Yorkville University 2009 — 2011
Master of Arts, Psychology
Rhodes College 2008 — 2008
Professional Life Coaching
The University of Lethbridge 2003 — 2007
Bachelor of Arts, Sociology
Aizad Ahmad Aizad Ahmad's Sun Life Financial Experience February 2015 - Present
Job Senior Process Consultant, Lean Six Sigma
Industry Financial Services
Experience
Sun Life Financial February 2015 - Present
Scotiabank September 2012 - January 2015
HAADI Academia & Development, Inc. January 2008 - November 2014
canadian college of business, science and technology September 2009 - August 2012
Scotiabank June 2009 - August 2012
Scotiabank January 2007 - June 2009
RBC Insurance December 2005 - January 2007
Edward Jones January 2005 - October 2005
Haleeb Foods Limited March 2000 - September 2004
Far Eastern Impex Private Limited March 1998 - March 2000
Skills
Quality Assurance, Business Process..., Banking, Leadership, Analysis, Strategic Financial..., Management, Strategic Planning, Training, Food Safety, Product Development, Six Sigma, CRM, Time Management, Food Processing, Process Improvement, Teamwork, Operations Management, Customer Satisfaction, Investments, Budgets, Sales, Market Research, Project Management, Team Leadership, Product Management, Business Planning, Retail Banking, Finance, Risk Management, Personal Finance, Team Management, Data Analysis, Sales Management, Business Analysis, Portfolio Management, Project Planning, Financial Analysis, Change Management, Continuous Improvement, Lean Sigma, Training & Development, International Business, Credit, Financial Services, Software Documentation, Employee Training, Strategy, Real Estate, Commercial Real Estate
Education
University of Agriculture, Faisalabad 1985 — 1989
Bachelor's degree, Agricultural Business and Management
The University of Salford 1995 — 1996
MBA, International Business, Marketing, Corporate Strategy
Ontario College of Technology 2011 — 2011
Certificate, HACCP/GMP/BRC/GFSI/SQF, 80
University of Agriculture, Faisalabad 1989 — 1991
MSc, Food Technology
Sun Life Financial February 2015 - Present
Scotiabank September 2012 - January 2015
HAADI Academia & Development, Inc. January 2008 - November 2014
canadian college of business, science and technology September 2009 - August 2012
Scotiabank June 2009 - August 2012
Scotiabank January 2007 - June 2009
RBC Insurance December 2005 - January 2007
Edward Jones January 2005 - October 2005
Haleeb Foods Limited March 2000 - September 2004
Far Eastern Impex Private Limited March 1998 - March 2000
Skills
Quality Assurance, Business Process..., Banking, Leadership, Analysis, Strategic Financial..., Management, Strategic Planning, Training, Food Safety, Product Development, Six Sigma, CRM, Time Management, Food Processing, Process Improvement, Teamwork, Operations Management, Customer Satisfaction, Investments, Budgets, Sales, Market Research, Project Management, Team Leadership, Product Management, Business Planning, Retail Banking, Finance, Risk Management, Personal Finance, Team Management, Data Analysis, Sales Management, Business Analysis, Portfolio Management, Project Planning, Financial Analysis, Change Management, Continuous Improvement, Lean Sigma, Training & Development, International Business, Credit, Financial Services, Software Documentation, Employee Training, Strategy, Real Estate, Commercial Real Estate
Education
University of Agriculture, Faisalabad 1985 — 1989
Bachelor's degree, Agricultural Business and Management
The University of Salford 1995 — 1996
MBA, International Business, Marketing, Corporate Strategy
Ontario College of Technology 2011 — 2011
Certificate, HACCP/GMP/BRC/GFSI/SQF, 80
University of Agriculture, Faisalabad 1989 — 1991
MSc, Food Technology
Carmen Bellows, R.Psych. Carmen Bellows, R.Psych.'s Sun Life Financial Experience September 2014 - Present
Job Senior Mental Health Consultant at Sun Life Financial
Industry Mental Health Care
Experience
Sun Life Financial September 2014 - Present
Homewood Human Solutions August 2009 - Present
University of Alberta November 2011 - September 2014
Medecins Sans Frontieres / Läkare Utan Gränser 2005 - 2008
Skills
Psychology, Health, Supervisory Skills, Strategic Planning, Mental Health, Public Speaking, Clinical, Clinical Research, Psychotherapy, Program Development, Treatment, Counseling Psychology, Stress Management, Family Therapy, Psychological Assessment, CBT
Education
Trinity Western University 2001 — 2005
Master of Arts, Counselling Psychology
University of Alberta 1997 — 2001
Bachelor of Arts, Psychology
Ross Sheppard Composite High School
Sun Life Financial September 2014 - Present
Homewood Human Solutions August 2009 - Present
University of Alberta November 2011 - September 2014
Medecins Sans Frontieres / Läkare Utan Gränser 2005 - 2008
Skills
Psychology, Health, Supervisory Skills, Strategic Planning, Mental Health, Public Speaking, Clinical, Clinical Research, Psychotherapy, Program Development, Treatment, Counseling Psychology, Stress Management, Family Therapy, Psychological Assessment, CBT
Education
Trinity Western University 2001 — 2005
Master of Arts, Counselling Psychology
University of Alberta 1997 — 2001
Bachelor of Arts, Psychology
Ross Sheppard Composite High School
Natasha Khan Natasha Khan's Sun Life Financial Experience March 2010 - August 2012
Job Customer Experience Representative at Greenwich Associates
Industry Hospital & Health Care
Experience
Greenwich Associates June 2015 - Present
Mount Sinai Hospital, Toronto September 2012 - April 2014
Sun Life Financial March 2010 - August 2012
Discount Car and Truck Rental October 2009 - February 2010
Signor Angelo Pickering Town Center January 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Photoshop, Public Speaking, Customer Service, PowerPoint, Teamwork, Time Management, Analytical Skills, Creative Writing, Team Leadership, Customer Satisfaction, Sales, Leadership, Outlook, Data Analysis, Access, Critical Thinking, Microsoft Word
Education
triOS College Business Technology Healthcare 2015 — 2016
Medical Office Administration Diploma, Health/Health Care Administration/Management
Seneca College of Applied Arts and Technology 2013 — 2014
Certificate, Pre-Health Science, College
York University 2012 — 2013
Professional certificate in Management, Business Management
York University 2008 — 2013
Bachelor of Health Studies, Health/Health Care Administration/Management
Greenwich Associates June 2015 - Present
Mount Sinai Hospital, Toronto September 2012 - April 2014
Sun Life Financial March 2010 - August 2012
Discount Car and Truck Rental October 2009 - February 2010
Signor Angelo Pickering Town Center January 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Photoshop, Public Speaking, Customer Service, PowerPoint, Teamwork, Time Management, Analytical Skills, Creative Writing, Team Leadership, Customer Satisfaction, Sales, Leadership, Outlook, Data Analysis, Access, Critical Thinking, Microsoft Word
Education
triOS College Business Technology Healthcare 2015 — 2016
Medical Office Administration Diploma, Health/Health Care Administration/Management
Seneca College of Applied Arts and Technology 2013 — 2014
Certificate, Pre-Health Science, College
York University 2012 — 2013
Professional certificate in Management, Business Management
York University 2008 — 2013
Bachelor of Health Studies, Health/Health Care Administration/Management
Blake Wilson Blake Wilson's Sun Life Financial Experience June 2007 - April 2011
Job Senior Group Benefits Sales Consultant at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2011 - Present
Sun Life Financial June 2007 - April 2011
National Financial Partners January 2007 - May 2007
Vignette July 2005 - May 2006
Vignette June 2004 - October 2004
Skills
Life Insurance, Disability Insurance, Leave Administration, FMLA, Integrated Disability..., EAP, Insurance, Short Term Disability, Long Term Disability, Consultative Selling, Stop Loss Insurance, Dental Insurance, Employee Benefits, Group Benefits, Benefits, Public Speaking, Microsoft Office, Outlook, PowerPoint, Excel, Word, Computer Hardware, Computer Repair, Website Development, SEO, HTML, Sales, Health Insurance, Human Resources
Education
The University of Texas at Austin 2004 — 2007
BA, Economics
Liberty Mutual Insurance April 2011 - Present
Sun Life Financial June 2007 - April 2011
National Financial Partners January 2007 - May 2007
Vignette July 2005 - May 2006
Vignette June 2004 - October 2004
Skills
Life Insurance, Disability Insurance, Leave Administration, FMLA, Integrated Disability..., EAP, Insurance, Short Term Disability, Long Term Disability, Consultative Selling, Stop Loss Insurance, Dental Insurance, Employee Benefits, Group Benefits, Benefits, Public Speaking, Microsoft Office, Outlook, PowerPoint, Excel, Word, Computer Hardware, Computer Repair, Website Development, SEO, HTML, Sales, Health Insurance, Human Resources
Education
The University of Texas at Austin 2004 — 2007
BA, Economics
Heather Horvath Heather Horvath's Sun Life Financial Experience April 2008 - September 2014
Job Regional Sales Representative at Reliance Standard
Industry Insurance
Experience
Reliance Standard October 2014 - Present
Sun Life Financial April 2008 - September 2014
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Group Insurance, Life Insurance, Term Life Insurance, Underwriting, Brokers, Critical Illness, Voluntary Employee..., Accident, Health Care Reform, Self-funded
Education
The University of Georgia 2003 — 2007
Bachelors, Broadcast News, Speech Communications
Reliance Standard October 2014 - Present
Sun Life Financial April 2008 - September 2014
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Group Insurance, Life Insurance, Term Life Insurance, Underwriting, Brokers, Critical Illness, Voluntary Employee..., Accident, Health Care Reform, Self-funded
Education
The University of Georgia 2003 — 2007
Bachelors, Broadcast News, Speech Communications
Sheila MacDonnell, MD, MS, DBIM Sheila MacDonnell, MD, MS, DBIM's Sun Life Financial Experience November 2005 - August 2010
Job AVP, Medical Director, US Insurance, John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services November 2010 - 2013
Sun Life Financial November 2005 - August 2010
Caritas St. Elizabeth's Medical Center August 1999 - December 2008
Tufts University School of Medicine 2004 - 2006
Caritas St. Elizabeth's Medical Center 1999 - 2005
Caritas St. Elizabeth's Medical Center 1999 - 2005
Tufts University School of Medicine 1999 - 2005
Education
Tufts University School of Medicine 1999 — 2003
M.S., Health Communications
Tufts University School of Medicine 1991 — 1995
M.D., Medicine
Tufts University 1987 — 1991
B.S., Biology
John Hancock Financial Services November 2010 - 2013
Sun Life Financial November 2005 - August 2010
Caritas St. Elizabeth's Medical Center August 1999 - December 2008
Tufts University School of Medicine 2004 - 2006
Caritas St. Elizabeth's Medical Center 1999 - 2005
Caritas St. Elizabeth's Medical Center 1999 - 2005
Tufts University School of Medicine 1999 - 2005
Education
Tufts University School of Medicine 1999 — 2003
M.S., Health Communications
Tufts University School of Medicine 1991 — 1995
M.D., Medicine
Tufts University 1987 — 1991
B.S., Biology
Jeff Black Jeff Black's Sun Life Financial Experience April 2011 - June 2012
Job Vice President Stealth Partner Group
Industry Insurance
Experience
Stealth Partner Group July 2012 - Present
Sun Life Financial April 2011 - June 2012
Sun Life Financial July 2007 - April 2011
Sun Life Financial April 2004 - July 2007
Canada Life 2001 - 2003
Phoenix Home Life 1997 - 2002
Skills
Employee Benefits, Brokers, Life Insurance, Underwriting, Sales Management, Account Management, Sales, New Business Development, Strategic Planning, Relationship Management
Education
The University of Georgia 1992 — 1997
BBA, Finance / Risk Management
Stealth Partner Group July 2012 - Present
Sun Life Financial April 2011 - June 2012
Sun Life Financial July 2007 - April 2011
Sun Life Financial April 2004 - July 2007
Canada Life 2001 - 2003
Phoenix Home Life 1997 - 2002
Skills
Employee Benefits, Brokers, Life Insurance, Underwriting, Sales Management, Account Management, Sales, New Business Development, Strategic Planning, Relationship Management
Education
The University of Georgia 1992 — 1997
BBA, Finance / Risk Management
Greg Farley Greg Farley's Sun Life Financial Experience February 2006 - June 2007
Job Financial Services Professional/Wholesaler
Industry Financial Services
Experience
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Ariel Serrano Ariel Serrano's Sun Life Financial Experience March 2015 - Present
Job Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
GoodLife Fitness February 2015 - Present
LA Fitness July 2012 - December 2013
CT Psychological & Assessment CenterConnecticut, USA August 2012 - January 2013
Sun Life Financial March 2000 - July 2012
Boston Sports Clubs May 2005 - June 2010
Travelers 1993 - 1999
Skills
Leadership, Executive Management, Organizational..., Strategic Planning, Customer Service, Public Speaking, Budgets, Insurance, PowerPoint, Process Improvement, Microsoft Word, Training, Team Building, Administration, Analysis, Event Planning, Social Media Marketing, Project Management, Project Planning, Employee Training, Microsoft Excel, Event Management, International Project..., International Relations, Virtual Teams, Virtual Management, Business Analysis, Program Management, Vendor Management, Strategy, Change Management, Team Leadership
Education
The University of Connecticut Health Center 2013 — 2013
Medicine
Trinity College-Hartford
Sun Life Financial March 2015 - Present
GoodLife Fitness February 2015 - Present
LA Fitness July 2012 - December 2013
CT Psychological & Assessment CenterConnecticut, USA August 2012 - January 2013
Sun Life Financial March 2000 - July 2012
Boston Sports Clubs May 2005 - June 2010
Travelers 1993 - 1999
Skills
Leadership, Executive Management, Organizational..., Strategic Planning, Customer Service, Public Speaking, Budgets, Insurance, PowerPoint, Process Improvement, Microsoft Word, Training, Team Building, Administration, Analysis, Event Planning, Social Media Marketing, Project Management, Project Planning, Employee Training, Microsoft Excel, Event Management, International Project..., International Relations, Virtual Teams, Virtual Management, Business Analysis, Program Management, Vendor Management, Strategy, Change Management, Team Leadership
Education
The University of Connecticut Health Center 2013 — 2013
Medicine
Trinity College-Hartford
Astrid C. Mussiett Astrid C. Mussiett's Sun Life Financial Experience June 2012 - Present
Job Employee Benefits Group Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2012 - Present
The Hartford June 2003 - June 2012
Canada Life Assurance Co September 1995 - May 2003
Sun Life Financial of Canada May 1987 - August 1995
Skills
Voluntary Employee..., Disability Insurance, Life Insurance, Employee Benefits, Dental Insurance, Sales Presentations, Spanish-speaking, Critical Illness, Disabilities, Insurance, Account Management, Brokers, Dentistry, Health Insurance, Underwriting, Small Business, Medicare, Term Life Insurance, Property & Casualty..., Employee Wellness, Sales, Health Savings Accounts, Benefits Administration, Accident, Whole Life, Commercial Insurance, Accident Insurance, Long-term Care
Education
University of Southern Mississippi 1980 — 1984
B.A., English as a Second Language
Hattiesburg High School 1977 — 1980
Sun Life Financial June 2012 - Present
The Hartford June 2003 - June 2012
Canada Life Assurance Co September 1995 - May 2003
Sun Life Financial of Canada May 1987 - August 1995
Skills
Voluntary Employee..., Disability Insurance, Life Insurance, Employee Benefits, Dental Insurance, Sales Presentations, Spanish-speaking, Critical Illness, Disabilities, Insurance, Account Management, Brokers, Dentistry, Health Insurance, Underwriting, Small Business, Medicare, Term Life Insurance, Property & Casualty..., Employee Wellness, Sales, Health Savings Accounts, Benefits Administration, Accident, Whole Life, Commercial Insurance, Accident Insurance, Long-term Care
Education
University of Southern Mississippi 1980 — 1984
B.A., English as a Second Language
Hattiesburg High School 1977 — 1980
Garner Hill Garner Hill's Sun Life Financial Experience October 2002 - April 2006
Job Regional Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group April 2006 - January 2012
Sun Life Financial October 2002 - April 2006
Education
Towson University 1986 — 1990
Severna Park Senior High School 1983 — 1986
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group April 2006 - January 2012
Sun Life Financial October 2002 - April 2006
Education
Towson University 1986 — 1990
Severna Park Senior High School 1983 — 1986
Luanne Lucas, GBDS Luanne Lucas, GBDS's Sun Life Financial Experience 2004 - 2007
Job Key Account Manager at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America April 2012 - Present
Hartford December 2007 - April 2012
Sun Life Financial 2004 - 2007
Prudential Financial 2002 - 2004
Aetna Health Plans 1999 - 2002
Prudential Financial November 1986 - August 1999
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Benefits Administration, Insurance, Underwriting, Term Life Insurance, Long-term Care, Dentistry, Brokers, 401k, Fixed Annuities, Group Insurance, Health Savings Accounts, Critical Illness, FMLA
Education
Southwestern College of Business
Certificate of Accounting, Accounting
Thomas More College
The Guardian Life Insurance Company of America April 2012 - Present
Hartford December 2007 - April 2012
Sun Life Financial 2004 - 2007
Prudential Financial 2002 - 2004
Aetna Health Plans 1999 - 2002
Prudential Financial November 1986 - August 1999
Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Benefits Administration, Insurance, Underwriting, Term Life Insurance, Long-term Care, Dentistry, Brokers, 401k, Fixed Annuities, Group Insurance, Health Savings Accounts, Critical Illness, FMLA
Education
Southwestern College of Business
Certificate of Accounting, Accounting
Thomas More College
Jennifer Whyte Jennifer Whyte's Sun Life Financial Experience September 2011 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2011 - Present
ATB Financial June 2006 - September 2010
Skills
Group Benefits, Mutual Funds, Retirement Planning, Retirement, Wealth
Education
The University of Lethbridge 2005 — 2010
Bachelor or Management, Human Resources
Sun Life Financial September 2011 - Present
ATB Financial June 2006 - September 2010
Skills
Group Benefits, Mutual Funds, Retirement Planning, Retirement, Wealth
Education
The University of Lethbridge 2005 — 2010
Bachelor or Management, Human Resources
Caitlin Doherty Caitlin Doherty's Sun Life Financial Experience June 2013 - May 2015
Job Paralegal at Holland & Knight and J.D. Candidate at Suffolk University Law School
Industry Legal Services
Experience
Holland & Knight LLP June 2015 - Present
Sun Life Financial June 2013 - May 2015
Tufts Public Relations April 2012 - May 2013
M3 June 2012 - August 2012
Topsfield Beach Association June 2009 - August 2011
Doherty, Cella, Keane LLP June 2006 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Event Planning
Education
Suffolk University Law School 2014 — 2018
Juris Doctor (J.D.), Law
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), History
Syracuse University Florence, Italy 2011 — 2011
Bachelor's degree, History, Junior Year, Fall Semester
Holland & Knight LLP June 2015 - Present
Sun Life Financial June 2013 - May 2015
Tufts Public Relations April 2012 - May 2013
M3 June 2012 - August 2012
Topsfield Beach Association June 2009 - August 2011
Doherty, Cella, Keane LLP June 2006 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, English, Event Planning
Education
Suffolk University Law School 2014 — 2018
Juris Doctor (J.D.), Law
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), History
Syracuse University Florence, Italy 2011 — 2011
Bachelor's degree, History, Junior Year, Fall Semester
Eric Dolan's Sun Life Financial Experience August 2001 - November 2003
Job Associate Director Global Strategic Insights @ Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson August 2015 - Present
Procter & Gamble August 2013 - July 2015
Procter & Gamble June 2011 - July 2013
Cogent Research August 2007 - August 2009
Forrester Research February 2006 - August 2007
Brand IQ November 2003 - February 2006
Sun Life Financial August 2001 - November 2003
Skills
Customer Insight, Marketing Research, Quantitative Research, Market Research, Segmentation, Qualitative Research, Consumer Behaviour, Competitive Intelligence, Focus Groups, SPSS, Data Analysis, Analytics
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration
Union College 1997 — 2001
Bachelor of Arts
Sandwich High School 1993 — 1997
High School Diploma
Johnson & Johnson August 2015 - Present
Procter & Gamble August 2013 - July 2015
Procter & Gamble June 2011 - July 2013
Cogent Research August 2007 - August 2009
Forrester Research February 2006 - August 2007
Brand IQ November 2003 - February 2006
Sun Life Financial August 2001 - November 2003
Skills
Customer Insight, Marketing Research, Quantitative Research, Market Research, Segmentation, Qualitative Research, Consumer Behaviour, Competitive Intelligence, Focus Groups, SPSS, Data Analysis, Analytics
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration
Union College 1997 — 2001
Bachelor of Arts
Sandwich High School 1993 — 1997
High School Diploma
Jack McDonald Jack McDonald's Sun Life Financial Experience August 2015 - Present
Job International Product Consultant at Sun Life Financial
Industry
Experience
Sun Life Financial August 2015 - Present
Catlin June 2014 - August 2014
Groton Long Point Yacht Club June 2009 - August 2013
Sun Life Financial June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Analysis
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Universita Bocconi 2013 — 2013
Weston High School 2007 — 2011
Sun Life Financial August 2015 - Present
Catlin June 2014 - August 2014
Groton Long Point Yacht Club June 2009 - August 2013
Sun Life Financial June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Analysis
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Universita Bocconi 2013 — 2013
Weston High School 2007 — 2011
Noah Kirsch's Sun Life Financial Experience June 2014 - August 2014
Job Government Affairs Intern at The Office of Governor Deval Patrick
Industry International Affairs
Experience
Sun Life Financial June 2014 - August 2014
Chipotle Mexican Grill August 2012 - August 2014
The Office of Governor Deval Patrick May 2013 - August 2013
Hudson Institute May 2012 - July 2012
Skills
Public Speaking, International Relations, Research, Marketing
Education
Tufts University 2011 — 2015
B.A., International Relations, Arabic
University School 2007 — 2011
Sun Life Financial June 2014 - August 2014
Chipotle Mexican Grill August 2012 - August 2014
The Office of Governor Deval Patrick May 2013 - August 2013
Hudson Institute May 2012 - July 2012
Skills
Public Speaking, International Relations, Research, Marketing
Education
Tufts University 2011 — 2015
B.A., International Relations, Arabic
University School 2007 — 2011
Craig McLaughlin Craig McLaughlin's Sun Life Financial Experience 2012 - 2015
Job Account Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2012 - 2015
Sun Life Financial 2012 - 2015
Sun Life Financial 2012 - 2015
TPOMBA January 2009 - January 2014
Sun Life Financial February 2007 - September 2012
Sun Life Financial January 2008 - January 2011
Sun Life Financial June 2000 - February 2007
Skills
Business Analysis, Social Media, SDLC, Leadership, Change Management, Vendor Management, Relationship Management, ITIL, Financial Services, Software Development, Workshop Facilitation, Newsletters, Governance, Analysis, CRM, Collaboration, Blogging, Product Management, Editing, Team Leadership, Communication, Agent for Change, Movember, Management
Education
The University of Glasgow 1993 — 1997
LLB
Sun Life Financial 2012 - 2015
Sun Life Financial 2012 - 2015
Sun Life Financial 2012 - 2015
TPOMBA January 2009 - January 2014
Sun Life Financial February 2007 - September 2012
Sun Life Financial January 2008 - January 2011
Sun Life Financial June 2000 - February 2007
Skills
Business Analysis, Social Media, SDLC, Leadership, Change Management, Vendor Management, Relationship Management, ITIL, Financial Services, Software Development, Workshop Facilitation, Newsletters, Governance, Analysis, CRM, Collaboration, Blogging, Product Management, Editing, Team Leadership, Communication, Agent for Change, Movember, Management
Education
The University of Glasgow 1993 — 1997
LLB
Jack Grovenstein Jack Grovenstein's Sun Life Financial Experience July 2010 - April 2013
Job Broker at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions April 2013 - Present
Sun Life Financial July 2010 - April 2013
Gardan South January 2008 - July 2010
Skills
Employee Benefits, Sales, Disability Insurance, Stop Loss, Customer Service, Risk Management, Insurance, Professional Liability, Negotiation, Account Management, Conflict Resolution, Marketing, Consulting, Directors & Officers..., Employment Practices..., Life Insurance, Brokers
Education
The University of Georgia 2006 — 2010
BBA, Risk Management and Insurance
Parkview High School 2002 — 2006
Aon Risk Solutions April 2013 - Present
Sun Life Financial July 2010 - April 2013
Gardan South January 2008 - July 2010
Skills
Employee Benefits, Sales, Disability Insurance, Stop Loss, Customer Service, Risk Management, Insurance, Professional Liability, Negotiation, Account Management, Conflict Resolution, Marketing, Consulting, Directors & Officers..., Employment Practices..., Life Insurance, Brokers
Education
The University of Georgia 2006 — 2010
BBA, Risk Management and Insurance
Parkview High School 2002 — 2006
Kinsey Baker Kinsey Baker's Sun Life Financial Experience June 2010 - August 2010
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Chris Ratterree, CFP® Chris Ratterree, CFP®'s Sun Life Financial Experience 2009 - 2012
Job Director MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
Shaun Goolcharan's Sun Life Financial Experience 2007 - Present
Job Advisor at Sun Life Financial, Goolcharan Financial Solutions
Industry Financial Services
Experience
Sun Life Financial 2007 - Present
Sun Life Financial January 2008 - December 2008
Skills
Critical Illness, Segregated Funds, Retirement Savings, Group Benefits, Disability Insurance, Mutual Funds, Retirement Planning, Long Term Care, Insurance Planning, Annuities, Wealth, Retirement, Pensions, Wealth Management, Investments, Financial Planning, Insurance, Financial Advice, Savings, Term Life Insurance, Estate Planning, Annuity, Health Insurance, Employee Benefits, Investment Strategies, Financial Advisory, Retirement Income..., Portfolio Management, Wealth Accumulation, Life Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance, Financial Planners
Education
The University of Winnipeg 1998 — 2002
BA, Bus Admin
University of Manitoba
Sun Life Financial 2007 - Present
Sun Life Financial January 2008 - December 2008
Skills
Critical Illness, Segregated Funds, Retirement Savings, Group Benefits, Disability Insurance, Mutual Funds, Retirement Planning, Long Term Care, Insurance Planning, Annuities, Wealth, Retirement, Pensions, Wealth Management, Investments, Financial Planning, Insurance, Financial Advice, Savings, Term Life Insurance, Estate Planning, Annuity, Health Insurance, Employee Benefits, Investment Strategies, Financial Advisory, Retirement Income..., Portfolio Management, Wealth Accumulation, Life Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance, Financial Planners
Education
The University of Winnipeg 1998 — 2002
BA, Bus Admin
University of Manitoba
Jen Davidson, PMP Jen Davidson, PMP's Sun Life Financial Experience April 2010 - March 2012
Job Project Manager at Symetra
Industry Financial Services
Experience
Symetra March 2012 - Present
Sun Life Financial April 2010 - March 2012
SUN LIFE FINANCIAL DISTRIBUTORS January 2009 - March 2012
Sun Life Financial August 2009 - April 2010
Sun Life Financial March 2007 - September 2009
Sun Life Financial April 2006 - August 2009
Sun Life Financial 2005 - 2007
Sun Life Financial May 2004 - April 2006
Sun Life Financial 2002 - 2005
Sun Life Financial September 2002 - May 2004
Skills
Insurance, Fixed Annuities, Process Improvement, Program Management, Management, Mutual Funds, Life Insurance, Analysis, Retirement, Training, Financial Services, Investments, Series 7, Budgets, Leadership, Project Management, Wealth Management, Business Planning, Product Development, Series 6, Software Documentation
Education
Union College 1992 — 1996
BA
Symetra March 2012 - Present
Sun Life Financial April 2010 - March 2012
SUN LIFE FINANCIAL DISTRIBUTORS January 2009 - March 2012
Sun Life Financial August 2009 - April 2010
Sun Life Financial March 2007 - September 2009
Sun Life Financial April 2006 - August 2009
Sun Life Financial 2005 - 2007
Sun Life Financial May 2004 - April 2006
Sun Life Financial 2002 - 2005
Sun Life Financial September 2002 - May 2004
Skills
Insurance, Fixed Annuities, Process Improvement, Program Management, Management, Mutual Funds, Life Insurance, Analysis, Retirement, Training, Financial Services, Investments, Series 7, Budgets, Leadership, Project Management, Wealth Management, Business Planning, Product Development, Series 6, Software Documentation
Education
Union College 1992 — 1996
BA
Ted Ferguson Ted Ferguson's Sun Life Financial Experience November 2012 - Present
Job Benefit Educator at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2012 - Present
Sun Life Financial 2012 - 2013
Association Network Services of America January 1995 - October 2012
Ted Ferguson 2010 - 2012
Association Network Services of America 1969 - 2012
Skills
Baseball, Singing, Golf, Employee Benefits, Insurance, Training, Disability Insurance, Health Insurance, Marketing, Life Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Accident, Brokers, Workers Compensation, Negotiation, Customer Service
Education
The University of Texas at Austin 1956 — 1957
WH Adamson 1952 — 1955
High School Diploma
Sun Life Financial November 2012 - Present
Sun Life Financial 2012 - 2013
Association Network Services of America January 1995 - October 2012
Ted Ferguson 2010 - 2012
Association Network Services of America 1969 - 2012
Skills
Baseball, Singing, Golf, Employee Benefits, Insurance, Training, Disability Insurance, Health Insurance, Marketing, Life Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Accident, Brokers, Workers Compensation, Negotiation, Customer Service
Education
The University of Texas at Austin 1956 — 1957
WH Adamson 1952 — 1955
High School Diploma
Ryan Clearihue Ryan Clearihue's Sun Life Financial Experience April 2014 - Present
Job Advisor at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2014 - Present
Travelers Canada February 2010 - April 2014
Skills
Property & Casualty..., Underwriting, Commercial Lines, General Insurance, Casualty, Commercial Insurance, Liability, Insurance, Legal Liability, Professional Liability, Claim, Claims Management, Reinsurance, Subrogation, Brokers, Life Insurance, Risk Analysis, Account Management, Sales
Education
Trent University 2005 — 2009
B.B.A., Business Administration
Sun Life Financial April 2014 - Present
Travelers Canada February 2010 - April 2014
Skills
Property & Casualty..., Underwriting, Commercial Lines, General Insurance, Casualty, Commercial Insurance, Liability, Insurance, Legal Liability, Professional Liability, Claim, Claims Management, Reinsurance, Subrogation, Brokers, Life Insurance, Risk Analysis, Account Management, Sales
Education
Trent University 2005 — 2009
B.B.A., Business Administration
Daniel Jenkins Daniel Jenkins's Sun Life Financial Experience July 2011 - April 2012
Job Regional Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Arif Quadri Arif Quadri's Sun Life Financial Experience February 2003 - August 2003
Job Business Analyst
Industry Information Technology and Services
Experience
RBC October 2012 - Present
Shoppers Drug Mart August 2011 - October 2012
RBC May 2009 - May 2011
Aviva Insurance March 2008 - March 2009
RBC March 2006 - January 2008
Bell Canada January 2004 - March 2006
Sun Life Financial February 2003 - August 2003
KPMG July 2001 - December 2002
Deutsche Bank October 2000 - July 2001
Thomson Reuters August 1998 - October 2000
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Quality Assurance, SQL, Testing, Visio, Documenting Business..., Creating System..., Business Process..., Use Case Modeling, Detail System Design &..., Application..., Use Case Analysis, Requirements Management, Change Management, Defining Requirements, Business Intelligence, Business Process..., Business Process, Defining Business Rules..., Process Engineering, Business Process Design, Test Planning, Test Management, Manual Test Execution, Test Cases, System Testing, Manual Testing, Usability Testing, UAT coordination, Regression Testing, User Acceptance Testing, Quality Center, Flow Charts, Siebel, SAS MOM, SAS Adhoc Query Builder, Business Requirements, Test Automation, Data Warehousing, Test Strategy, PMP, Analysis, Agile Methodologies, Software Quality..., Gap Analysis, Release Management, Web Applications
Education
Information Technology Institute 2006 — 2006
Diploma, Business Systems Analysis
Tri-State University 1991 — 1996
Bachelor, Electrical Engineering
RBC October 2012 - Present
Shoppers Drug Mart August 2011 - October 2012
RBC May 2009 - May 2011
Aviva Insurance March 2008 - March 2009
RBC March 2006 - January 2008
Bell Canada January 2004 - March 2006
Sun Life Financial February 2003 - August 2003
KPMG July 2001 - December 2002
Deutsche Bank October 2000 - July 2001
Thomson Reuters August 1998 - October 2000
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Quality Assurance, SQL, Testing, Visio, Documenting Business..., Creating System..., Business Process..., Use Case Modeling, Detail System Design &..., Application..., Use Case Analysis, Requirements Management, Change Management, Defining Requirements, Business Intelligence, Business Process..., Business Process, Defining Business Rules..., Process Engineering, Business Process Design, Test Planning, Test Management, Manual Test Execution, Test Cases, System Testing, Manual Testing, Usability Testing, UAT coordination, Regression Testing, User Acceptance Testing, Quality Center, Flow Charts, Siebel, SAS MOM, SAS Adhoc Query Builder, Business Requirements, Test Automation, Data Warehousing, Test Strategy, PMP, Analysis, Agile Methodologies, Software Quality..., Gap Analysis, Release Management, Web Applications
Education
Information Technology Institute 2006 — 2006
Diploma, Business Systems Analysis
Tri-State University 1991 — 1996
Bachelor, Electrical Engineering
Lindsey Wilson Lindsey Wilson's Sun Life Financial Experience May 2007 - August 2007
Job Strategic Account Specialist at AlwaysCare Benefits
Industry Insurance
Experience
AlwaysCare Benefits April 2015 - Present
AlwaysCare Benefits September 2013 - Present
The Standard July 2008 - September 2013
Sun Life Financial May 2007 - August 2007
Skills
Insurance, Employee Relations, Brokers, Long-term Care, Dentistry, Benefits Administration, Sales, Fixed Annuities, COBRA, Health Insurance, Disability Insurance, Employee Benefits, Retirement Planning, Vision Insurance, Claim, Life Insurance, Health Savings Accounts, Marketing, Commercial Insurance, Pensions, Customer Service, Workers Compensation, Account Management, HRIS, Group Insurance, Term Life Insurance, Underwriting, Strategic Planning, Property & Casualty..., Retirement, Critical Illness, Recruiting, ERISA, 401k, Accident, Open Enrollment, Health Care Reform, Whole Life
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration, Risk Management and Insurance
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Risk Management and Insurance
AlwaysCare Benefits April 2015 - Present
AlwaysCare Benefits September 2013 - Present
The Standard July 2008 - September 2013
Sun Life Financial May 2007 - August 2007
Skills
Insurance, Employee Relations, Brokers, Long-term Care, Dentistry, Benefits Administration, Sales, Fixed Annuities, COBRA, Health Insurance, Disability Insurance, Employee Benefits, Retirement Planning, Vision Insurance, Claim, Life Insurance, Health Savings Accounts, Marketing, Commercial Insurance, Pensions, Customer Service, Workers Compensation, Account Management, HRIS, Group Insurance, Term Life Insurance, Underwriting, Strategic Planning, Property & Casualty..., Retirement, Critical Illness, Recruiting, ERISA, 401k, Accident, Open Enrollment, Health Care Reform, Whole Life
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration, Risk Management and Insurance
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Risk Management and Insurance
Liz DeBenedictis Liz DeBenedictis's Sun Life Financial Experience December 2007 - October 2011
Job Vice President, M Marketing and Products at TIAACREF
Industry Insurance
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF October 2011 - Present
Sun Life Financial December 2007 - October 2011
John Hancock 1990 - 2007
Skills
Marketing, Sales, Investments, Series 63, Leadership, Estate Planning, Talent Management, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Employee Benefits, Long-term Care, Insurance, Disability Insurance, Risk Management, 401k
Education
Tufts University 1986 — 1990
BS, Mathematics
TIAA-CREF October 2014 - Present
TIAA-CREF October 2011 - Present
Sun Life Financial December 2007 - October 2011
John Hancock 1990 - 2007
Skills
Marketing, Sales, Investments, Series 63, Leadership, Estate Planning, Talent Management, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Employee Benefits, Long-term Care, Insurance, Disability Insurance, Risk Management, 401k
Education
Tufts University 1986 — 1990
BS, Mathematics
Gagandeep Ahluwalia Gagandeep Ahluwalia's Sun Life Financial Experience December 2006 - November 2008
Job President at Custom Benefit Solutions Inc
Industry Financial Services
Experience
custom benefit solutions Inc November 2008 - Present
Sun Life Financial December 2006 - November 2008
Skills
Wealth Management, Disability Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Retirement, Critical Illness, Term Life Insurance, Life Insurance, Long-term Care, Financial Planners, Insurance, Pensions, Mutual Funds, Estate Planning, Health Insurance, Financial Advisory, Investments, Financial Services, Investment Advisory, Investment Strategies, Strategic Financial..., Long Term Care Insurance, Wealth Accumulation, Group Insurance, Asset Allocation, Wealth, Whole Life, Universal Life, Financial Planning
Education
St Mary's
The University of Winnipeg
custom benefit solutions Inc November 2008 - Present
Sun Life Financial December 2006 - November 2008
Skills
Wealth Management, Disability Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Retirement, Critical Illness, Term Life Insurance, Life Insurance, Long-term Care, Financial Planners, Insurance, Pensions, Mutual Funds, Estate Planning, Health Insurance, Financial Advisory, Investments, Financial Services, Investment Advisory, Investment Strategies, Strategic Financial..., Long Term Care Insurance, Wealth Accumulation, Group Insurance, Asset Allocation, Wealth, Whole Life, Universal Life, Financial Planning
Education
St Mary's
The University of Winnipeg
Shauna Sanford Howell's Sun Life Financial Experience 2000 - 2002
Job Healthcare Innovator
Industry Hospital & Health Care
Experience
Healthcare Bluebook August 2015 - Present
Consumerdriven, LLC May 2015 - Present
Castlight Health August 2012 - May 2015
Spotlite February 2012 - August 2012
VBA December 2009 - January 2012
SMP Financial/Integrity Homestead Insurance 2005 - 2009
MetLife 2002 - 2005
Sun Life Financial 2000 - 2002
CIGNA Group Insurance 1997 - 2000
Skills
Strategy, Employee Benefits, Account Management, Start-ups, Business Development, Marketing, Sales, Healthcare, Enterprise Software, Product Marketing, Insurance, Product Development, Disability Insurance, Sales Management, Sales Process, Direct Sales, Sales Presentations, Marketing Strategy, Selling, Competitive Analysis, Product Management, Business Strategy, Negotiation, Management, Salesforce.com, Training, Forecasting, Pricing, Strategic Partnerships, SaaS, CRM, Lead Generation, Cold Calling, Solution Selling, New Business Development, Leadership, B2B, Entrepreneurship, Professional Services, Public Speaking, Guest Lecturing, Key Account Development, Sales Operations, Consulting, Customer Retention, Cross-functional Team..., Strategic Planning, Analytics, Email Marketing, Market Planning
Education
The University of Tennessee at Chattanooga
BA Fine Art & English, Painting
Healthcare Bluebook August 2015 - Present
Consumerdriven, LLC May 2015 - Present
Castlight Health August 2012 - May 2015
Spotlite February 2012 - August 2012
VBA December 2009 - January 2012
SMP Financial/Integrity Homestead Insurance 2005 - 2009
MetLife 2002 - 2005
Sun Life Financial 2000 - 2002
CIGNA Group Insurance 1997 - 2000
Skills
Strategy, Employee Benefits, Account Management, Start-ups, Business Development, Marketing, Sales, Healthcare, Enterprise Software, Product Marketing, Insurance, Product Development, Disability Insurance, Sales Management, Sales Process, Direct Sales, Sales Presentations, Marketing Strategy, Selling, Competitive Analysis, Product Management, Business Strategy, Negotiation, Management, Salesforce.com, Training, Forecasting, Pricing, Strategic Partnerships, SaaS, CRM, Lead Generation, Cold Calling, Solution Selling, New Business Development, Leadership, B2B, Entrepreneurship, Professional Services, Public Speaking, Guest Lecturing, Key Account Development, Sales Operations, Consulting, Customer Retention, Cross-functional Team..., Strategic Planning, Analytics, Email Marketing, Market Planning
Education
The University of Tennessee at Chattanooga
BA Fine Art & English, Painting
Andrea Bates, CHRP Andrea Bates, CHRP's Sun Life Financial Experience January 2007 - October 2011
Job Strategic HR Consultant at Morneau Shepell
Industry Financial Services
Experience
Morneau Shepell October 2011 - Present
Sun Life Financial January 2007 - October 2011
TELUS 2001 - 2007
Skills
Employment Practices..., Employee Engagement, Succession Planning, HR Strategy, Recruitment/Retention, Personnel Management, Recruiting, Project Management, Deferred Compensation, Employee Relations, Organizational..., Human Resources, Performance Management, Talent Management, Organizational Design, Change Management, Strategy, Management
Education
The University of Lethbridge
Business Management / HR
Morneau Shepell October 2011 - Present
Sun Life Financial January 2007 - October 2011
TELUS 2001 - 2007
Skills
Employment Practices..., Employee Engagement, Succession Planning, HR Strategy, Recruitment/Retention, Personnel Management, Recruiting, Project Management, Deferred Compensation, Employee Relations, Organizational..., Human Resources, Performance Management, Talent Management, Organizational Design, Change Management, Strategy, Management
Education
The University of Lethbridge
Business Management / HR
Seth Roberts's Sun Life Financial Experience September 2014 - August 2015
Job Account Manager at Benefitfocus
Industry Research
Experience
Benefitfocus August 2015 - Present
Sun Life Financial September 2014 - August 2015
John Snow, Inc. (JSI) December 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Analysis, Recruiting, SPSS, Data Analysis, Psychology, Microsoft Word, Statistics, Editing, Teamwork, Social Media, Spanish, Sales
Education
Union College 2009 — 2013
Bachelor of Science (BS), Psychology
Benefitfocus August 2015 - Present
Sun Life Financial September 2014 - August 2015
John Snow, Inc. (JSI) December 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Analysis, Recruiting, SPSS, Data Analysis, Psychology, Microsoft Word, Statistics, Editing, Teamwork, Social Media, Spanish, Sales
Education
Union College 2009 — 2013
Bachelor of Science (BS), Psychology
Yue (Joan) Qiu Yue (Joan) Qiu's Sun Life Financial Experience September 2012 - December 2012
Job Senior Data Scientist at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Capital One February 2014 - June 2015
CloudPhysics May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
TD Securities April 2011 - December 2011
Skills
Data Analysis, Python, R, Statistics, Big Data, SQL, Hadoop, Machine Learning, Algorithms, SAS, Mathematical Modeling, Predictive Modeling, Scala, Business Intelligence..., Databases, Analysis, Scheme, Data Mining, C, Microsoft Office, Microsoft Excel
Education
UC Berkeley School of Information 2014 — 2016
Master's Degree, Information and Data Science
University of Waterloo 2009 — 2013
Bachelor's Degree, Mathematical Finance minor Computer Science and Statistics
Capital One July 2015 - Present
Capital One February 2014 - June 2015
CloudPhysics May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
TD Securities April 2011 - December 2011
Skills
Data Analysis, Python, R, Statistics, Big Data, SQL, Hadoop, Machine Learning, Algorithms, SAS, Mathematical Modeling, Predictive Modeling, Scala, Business Intelligence..., Databases, Analysis, Scheme, Data Mining, C, Microsoft Office, Microsoft Excel
Education
UC Berkeley School of Information 2014 — 2016
Master's Degree, Information and Data Science
University of Waterloo 2009 — 2013
Bachelor's Degree, Mathematical Finance minor Computer Science and Statistics
Rob Ruinen Rob Ruinen's Sun Life Financial Experience January 2007 - March 2010
Job Area Senior Vice President at Arthur J. Gallagher & Co
Industry Insurance
Experience
Arthur J. Gallagher & Co. August 2010 - Present
Sun Life Financial January 2007 - March 2010
Genworth Financial June 2004 - January 2007
GE Capital January 1997 - January 2001
The Phoenix Companies August 1991 - January 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Risk Management, Cost Containment, Business Strategy, Disability Insurance, Strategy, Management, Human Resources, Recruiting, Employee Engagement, Sales, Underwriting, Marketing, Health Insurance, Health Savings Accounts
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Arthur J. Gallagher & Co. August 2010 - Present
Sun Life Financial January 2007 - March 2010
Genworth Financial June 2004 - January 2007
GE Capital January 1997 - January 2001
The Phoenix Companies August 1991 - January 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Risk Management, Cost Containment, Business Strategy, Disability Insurance, Strategy, Management, Human Resources, Recruiting, Employee Engagement, Sales, Underwriting, Marketing, Health Insurance, Health Savings Accounts
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Christina Falvo Carvalho Christina Falvo Carvalho's Sun Life Financial Experience Special Events CoordinatorSt. Boniface Hospital FoundationFebruary 2006 - July 2008
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Special Events CoordinatorSt. Boniface Hospital FoundationFebruary 2006 - July 2008
Meyers Norris Penny October 2002 - February 2008
Education
The University of Winnipeg 1995 — 2000
BA (Hons), Psychology, Business Admin.
Sun Life Financial Special Events CoordinatorSt. Boniface Hospital FoundationFebruary 2006 - July 2008
Meyers Norris Penny October 2002 - February 2008
Education
The University of Winnipeg 1995 — 2000
BA (Hons), Psychology, Business Admin.
Dolly Sekhon's Sun Life Financial Experience October 2008 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2008 - Present
SecuriCan General Insurance Company June 2005 - September 2007
Skills
Financial Planning, Communication, Counselling, Disability Insurance, Annuities, Insurance, Health Insurance, Critical Illness, RESPs, RRSPs, Retirement Planning, TFSAs, Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Fixed Annuities, Strategic Financial..., Retirement, Wealth, Retirement Savings, Mutual Funds, Financial Planners, RRSP, RESP, Counseling Psychology, Financial Advisory, Employee Benefits, Investments, Segregated Funds, Long Term Care Insurance, Investment Strategies, Long-term Care, Pensions, Wealth Management
Education
University of Manitoba 2005 — 2007
B. H. ecol, Family Social Science
The University of Winnipeg 1998 — 2003
B.A, Athletic Therapy and Business Administration
Sun Life Financial October 2008 - Present
SecuriCan General Insurance Company June 2005 - September 2007
Skills
Financial Planning, Communication, Counselling, Disability Insurance, Annuities, Insurance, Health Insurance, Critical Illness, RESPs, RRSPs, Retirement Planning, TFSAs, Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Fixed Annuities, Strategic Financial..., Retirement, Wealth, Retirement Savings, Mutual Funds, Financial Planners, RRSP, RESP, Counseling Psychology, Financial Advisory, Employee Benefits, Investments, Segregated Funds, Long Term Care Insurance, Investment Strategies, Long-term Care, Pensions, Wealth Management
Education
University of Manitoba 2005 — 2007
B. H. ecol, Family Social Science
The University of Winnipeg 1998 — 2003
B.A, Athletic Therapy and Business Administration
Richard McKenney Richard McKenney's Sun Life Financial Experience September 2006 - July 2009
Job President & CEO at Unum
Industry Insurance
Experience
Unum May 2015 - Present
Unum July 2009 - May 2015
Sun Life Financial September 2006 - July 2009
Genworth Financial April 2004 - August 2006
GE September 1996 - April 2004
GE July 1993 - September 1996
GE June 1991 - July 1993
Skills
Life Insurance, Risk Management, Reinsurance, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Insurance, Financial Analysis, Business Process..., Underwriting, Managerial Finance, Strategy, Financial Modeling
Education
Tufts University
Bachelor of Science (BS), Mechanical Engineering
Unum May 2015 - Present
Unum July 2009 - May 2015
Sun Life Financial September 2006 - July 2009
Genworth Financial April 2004 - August 2006
GE September 1996 - April 2004
GE July 1993 - September 1996
GE June 1991 - July 1993
Skills
Life Insurance, Risk Management, Reinsurance, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Insurance, Financial Analysis, Business Process..., Underwriting, Managerial Finance, Strategy, Financial Modeling
Education
Tufts University
Bachelor of Science (BS), Mechanical Engineering
Ryan P. Thomson Ryan P. Thomson's Sun Life Financial Experience February 2008 - January 2012
Job Director of Private Exchanges at Liberty Mutual Insurance | Employee Benefits | Financial Services | Private Exchanges
Industry Insurance
Experience
Liberty Mutual Insurance December 2014 - Present
Liazon February 2012 - December 2014
Sun Life Financial February 2008 - January 2012
H.D. Segur Insurance May 2006 - January 2008
Skills
Employee Benefits, Health Insurance, Retirement Income..., Healthcare Reform, Voluntary Employee..., Life Insurance, Health Savings Accounts, Series 6, Series 63, Annuities, Mutual Funds, Fixed Annuities, Salesforce.com, Insurance, Disability Insurance, Strategy, CRM, Long-term Care, Sales Operations, Sales, Retirement, Health Care Reform, Business Development
Education
The University of Connecticut School of Business 2003 — 2005
Bachelor of Science in Business Administration, Marketing
Liberty Mutual Insurance December 2014 - Present
Liazon February 2012 - December 2014
Sun Life Financial February 2008 - January 2012
H.D. Segur Insurance May 2006 - January 2008
Skills
Employee Benefits, Health Insurance, Retirement Income..., Healthcare Reform, Voluntary Employee..., Life Insurance, Health Savings Accounts, Series 6, Series 63, Annuities, Mutual Funds, Fixed Annuities, Salesforce.com, Insurance, Disability Insurance, Strategy, CRM, Long-term Care, Sales Operations, Sales, Retirement, Health Care Reform, Business Development
Education
The University of Connecticut School of Business 2003 — 2005
Bachelor of Science in Business Administration, Marketing
Candice Slowik's Sun Life Financial Experience April 2009 - August 2012
Job Marketing Communication Manager at Silberstein Insurance Group (SIG)
Industry Financial Services
Experience
Silberstein Insurance Group (SIG) January 2015 - Present
Silberstein Insurance Group April 2013 - December 2014
Silberstein Insurance Group August 2012 - March 2013
Sun Life Financial April 2009 - August 2012
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Event Planning, Customer Service, Marketing, Communication, Creative Writing, Social Media, Social Media..., Microsoft Excel, Health Savings Accounts, Brokers
Education
Towson University 2004 — 2008
Bachelor's degree, Business/Corporate Communications
Towson University 2004 — 2008
Bachelor of Arts (B.A.), Creative Writing
Silberstein Insurance Group (SIG) January 2015 - Present
Silberstein Insurance Group April 2013 - December 2014
Silberstein Insurance Group August 2012 - March 2013
Sun Life Financial April 2009 - August 2012
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Event Planning, Customer Service, Marketing, Communication, Creative Writing, Social Media, Social Media..., Microsoft Excel, Health Savings Accounts, Brokers
Education
Towson University 2004 — 2008
Bachelor's degree, Business/Corporate Communications
Towson University 2004 — 2008
Bachelor of Arts (B.A.), Creative Writing
Piotr Zygmunt's Sun Life Financial Experience June 2008 - August 2009
Job Benefits Consultant at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency July 2015 - Present
SRA Benefits August 2009 - July 2015
Sun Life Financial June 2008 - August 2009
The Resource Group L.C./HRH May 2005 - June 2008
Imagistics International 2003 - 2003
Skills
Employee Benefits, Health Insurance, Retirement, Life Insurance, Insurance, Disability Insurance
Education
The University of Kansas 1998 — 2003
Bachelor's Degree, Communication Studies
Marsh & McLennan Agency July 2015 - Present
SRA Benefits August 2009 - July 2015
Sun Life Financial June 2008 - August 2009
The Resource Group L.C./HRH May 2005 - June 2008
Imagistics International 2003 - 2003
Skills
Employee Benefits, Health Insurance, Retirement, Life Insurance, Insurance, Disability Insurance
Education
The University of Kansas 1998 — 2003
Bachelor's Degree, Communication Studies
Semmes Hughs, CLU's Sun Life Financial Experience 2002 - 2008
Job Regional Marketing Director at Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Penn Mutual Life Insurance Company April 2015 - Present
Whitney Bank April 2013 - November 2014
Independent August 2012 - March 2013
Compass Capital Management December 2009 - July 2012
MetLife Investors May 2008 - December 2009
Sun Life Financial 2002 - 2008
Lincoln Benefit Life 1998 - 2000
Skills
Fixed Annuities, Retirement, Estate Planning, Life Insurance, Investments, Financial Advisory, Insurance, Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Investment Management, Finance, Employee Benefits, Investment Advisory, ETFs, Asset Management, Mortgage Lending, IRAs, Relationship Management, Series 6, Asset Allocation, Whole Life, Underwriting, Health Insurance, Uniform Combined State..., Wealth, Universal Life, Equities, 401k, Alternative Investments, Critical Illness, Portfolio Management, Trusts, Long Term Care Insurance, Term Life Insurance, Investment Strategies, Wealth Management..., Life & Health Insurance..., Defined Benefit, Series 65
Education
Solomon S. Huebner School of CLU Studies 1990 — 2002
CLU, Estate, Retirement, and Business Planning
Tulane University 1979 — 1983
Bachelor of Arts, History
Jesuit High School 1974 — 1979
Brad Dumon Brad Dumon's Sun Life Financial Experience May 2013 - September 2014
Job Regional Sales Executive at IHC Risk Solutions
Industry Insurance
Experience
IHC Risk Solutions September 2014 - Present
Sun Life Financial May 2013 - September 2014
Blue Cross and Blue Shield of GA November 1997 - April 2013
Northwestern Group Marketing Services 1995 - 1996
MetLife 1989 - 1995
Skills
Dental, Dentistry, Health Insurance, Sales, Disability Insurance, Employee Benefits, Insurance, Brokers, Managed Care, Life Insurance, Health Savings Accounts, Medicare, Underwriting, Health Care Reform, Workers Compensation, Term Life Insurance, Accident, Long-term Care, COBRA, Critical Illness, Fixed Annuities, Claim, Whole Life, Long Term Care Insurance, Group Insurance
Education
The University of Georgia 1982 — 1986
AB, Psychology
IHC Risk Solutions September 2014 - Present
Sun Life Financial May 2013 - September 2014
Blue Cross and Blue Shield of GA November 1997 - April 2013
Northwestern Group Marketing Services 1995 - 1996
MetLife 1989 - 1995
Skills
Dental, Dentistry, Health Insurance, Sales, Disability Insurance, Employee Benefits, Insurance, Brokers, Managed Care, Life Insurance, Health Savings Accounts, Medicare, Underwriting, Health Care Reform, Workers Compensation, Term Life Insurance, Accident, Long-term Care, COBRA, Critical Illness, Fixed Annuities, Claim, Whole Life, Long Term Care Insurance, Group Insurance
Education
The University of Georgia 1982 — 1986
AB, Psychology
Kevin L McCullar's Sun Life Financial Experience January 1996 - January 2001
Job Consultant at Willis
Industry Insurance
Experience
Willis February 2015 - Present
Allstate Benefits March 2011 - February 2015
Reliance Standard January 2005 - September 2010
Sun Life Financial January 1996 - January 2001
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Brokers, Strategic Planning, Critical Illness, Health Savings Accounts, Accident, Benefits Administration, Account Management, Commercial Insurance, Term Life Insurance, Leadership, Universal Life, Long-term Care, Marketing, General Insurance, New Business Development, Business Development, Group Insurance, Self-funded, Long Term Care Insurance, Property, Reinsurance, Voluntary Employee..., Underwriting, Customer Service, Commercial Lines
Education
University of Pennsylvania - The Wharton School 2015 — 2017
University of St. Thomas (TX) 1993 — 1995
Bachelor's Degree, Finance, General
The University of Texas at Austin 1991 — 1993
Economics
Willis February 2015 - Present
Allstate Benefits March 2011 - February 2015
Reliance Standard January 2005 - September 2010
Sun Life Financial January 1996 - January 2001
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Brokers, Strategic Planning, Critical Illness, Health Savings Accounts, Accident, Benefits Administration, Account Management, Commercial Insurance, Term Life Insurance, Leadership, Universal Life, Long-term Care, Marketing, General Insurance, New Business Development, Business Development, Group Insurance, Self-funded, Long Term Care Insurance, Property, Reinsurance, Voluntary Employee..., Underwriting, Customer Service, Commercial Lines
Education
University of Pennsylvania - The Wharton School 2015 — 2017
University of St. Thomas (TX) 1993 — 1995
Bachelor's Degree, Finance, General
The University of Texas at Austin 1991 — 1993
Economics
Jen Sirois Jen Sirois's Sun Life Financial Experience February 2014 - Present
Job Associate Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial June 2009 - February 2014
CREIT Management L.P. 2004 - 2009
Education
The University of Lethbridge 2004 — 2009
Bachelor's, Management
Sun Life Financial February 2014 - Present
Sun Life Financial June 2009 - February 2014
CREIT Management L.P. 2004 - 2009
Education
The University of Lethbridge 2004 — 2009
Bachelor's, Management
Michaela Beck's Sun Life Financial Experience June 2015 - August 2015
Job Intern at PosEcon, CoFounder and VP at FXCI Trading Group, Quantitative Economics Student at Tufts University
Industry Research
Experience
PosEcon Business Promotions, SL September 2015 - Present
FXCI Trading Group September 2015 - Present
Tufts Economics Society May 2015 - Present
Sun Life Financial June 2015 - August 2015
pymetrics September 2014 - May 2015
Music Performance Trust Fund May 2014 - August 2014
Hong Min Manufacturing, Inc. March 2014 - August 2014
Kassoff, Robert & Lerner, LLP 2011 - August 2014
Skills
Microsoft Excel, Research, Statistics, Stata, Economics, Analysis, C++, PowerPoint, Spreadsheets, Leadership, Time Management, Market Research, Strategy, Social Media, Spanish, Team Leadership, Microsoft Office, Outlook, Editing, Microsoft Word, English, Access, Teamwork, Facebook, Social Networking, Nonprofits, Critical Thinking, Social Media Marketing, Team Building, Quantitative Analytics, Data Analysis
Education
Tufts University 2013 — 2017
Bachelor of Science (B.S.), Quantitative Economics, Minors in Entrepreneurial Leadership Studies and Finance, 3.98 GPA
South Side High School 2009 — 2013
International Baccalaureate Diploma
PosEcon Business Promotions, SL September 2015 - Present
FXCI Trading Group September 2015 - Present
Tufts Economics Society May 2015 - Present
Sun Life Financial June 2015 - August 2015
pymetrics September 2014 - May 2015
Music Performance Trust Fund May 2014 - August 2014
Hong Min Manufacturing, Inc. March 2014 - August 2014
Kassoff, Robert & Lerner, LLP 2011 - August 2014
Skills
Microsoft Excel, Research, Statistics, Stata, Economics, Analysis, C++, PowerPoint, Spreadsheets, Leadership, Time Management, Market Research, Strategy, Social Media, Spanish, Team Leadership, Microsoft Office, Outlook, Editing, Microsoft Word, English, Access, Teamwork, Facebook, Social Networking, Nonprofits, Critical Thinking, Social Media Marketing, Team Building, Quantitative Analytics, Data Analysis
Education
Tufts University 2013 — 2017
Bachelor of Science (B.S.), Quantitative Economics, Minors in Entrepreneurial Leadership Studies and Finance, 3.98 GPA
South Side High School 2009 — 2013
International Baccalaureate Diploma
Frances Cheng, CFA,MBA,FRM,CAIA,CFP's Sun Life Financial Experience 2015 - Present
Job Risk Management | Compliance | Investment Management
Industry Investment Management
Experience
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Zhong (Nancy) Chen Zhong (Nancy) Chen's Sun Life Financial Experience May 2014 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Education
triOS College Business Technology Healthcare 2008 — 2009
Diploma, Community Service Worker
Sun Life Financial May 2014 - Present
Education
triOS College Business Technology Healthcare 2008 — 2009
Diploma, Community Service Worker
Ashley Siewert Ashley Siewert's Sun Life Financial Experience August 2002 - Present
Job Treasurer at Advocis Calgary Chapter
Industry Financial Services
Experience
Advocis September 2009 - Present
Sun Life Financial August 2002 - Present
Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Retirement, Financial Advisory, Disability Insurance, Insurance, Critical Illness
Education
The University of Lethbridge 1999 — 2002
B. Mgt, Finance
Advocis September 2009 - Present
Sun Life Financial August 2002 - Present
Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Retirement, Financial Advisory, Disability Insurance, Insurance, Critical Illness
Education
The University of Lethbridge 1999 — 2002
B. Mgt, Finance
Jennie Li Jennie Li's Sun Life Financial Experience February 2015 - Present
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2015 - Present
Sun Life Financial September 2014 - February 2015
Sun Life Financial Asia Regional Office August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Insurance Hotline June 2011 - April 2012
Bright !deas Group February 2009 - January 2012
Skills
Project Management, Management, Leadership Development, Leadership, Teamwork
Education
York University - Schulich School of Business 2008 — 2012
International BBA, Accounting and Business/Management, With Distinction
The University of Hong Kong 2011 — 2011
Exchange, Strategic Management
Sun Life Financial February 2015 - Present
Sun Life Financial September 2014 - February 2015
Sun Life Financial Asia Regional Office August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Insurance Hotline June 2011 - April 2012
Bright !deas Group February 2009 - January 2012
Skills
Project Management, Management, Leadership Development, Leadership, Teamwork
Education
York University - Schulich School of Business 2008 — 2012
International BBA, Accounting and Business/Management, With Distinction
The University of Hong Kong 2011 — 2011
Exchange, Strategic Management
James A. Weaver, ChFC, CLU, CFP James A. Weaver, ChFC, CLU, CFP's Sun Life Financial Experience October 2002 - February 2012
Job Regional Vice President
Industry Financial Services
Experience
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
Jonathon Fausel Jonathon Fausel's Sun Life Financial Experience May 2010 - July 2010
Job Sr. Account Executive at Liaison Technologies
Industry Computer Software
Experience
Liaison Technologies July 2015 - Present
Liaison Technologies January 2013 - Present
PointClear August 2011 - December 2012
Sun Life Financial May 2010 - July 2010
Skills
New Business Development, Prospect Research, Strategic Consulting, Performance Metrics, High Performance..., Demand Generation, Lead Generation, Cross-functional Team..., Cold Calling, Sales, B2B, Marketing, Sales Process, Account Management, Networking, Salesforce.com, Business Development, Management, Selling, Sales Management, Sales Operations, Strategic Partnerships, Managed Services
Education
The University of Georgia
Bachelor of Business Administration, Risk Management and Insurance
Liaison Technologies July 2015 - Present
Liaison Technologies January 2013 - Present
PointClear August 2011 - December 2012
Sun Life Financial May 2010 - July 2010
Skills
New Business Development, Prospect Research, Strategic Consulting, Performance Metrics, High Performance..., Demand Generation, Lead Generation, Cross-functional Team..., Cold Calling, Sales, B2B, Marketing, Sales Process, Account Management, Networking, Salesforce.com, Business Development, Management, Selling, Sales Management, Sales Operations, Strategic Partnerships, Managed Services
Education
The University of Georgia
Bachelor of Business Administration, Risk Management and Insurance
Jennifer Almeida Jennifer Almeida's Sun Life Financial Experience September 2012 - Present
Job Policy Page Analyst, Individual Business Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2012 - Present
Sun Life Financial July 2009 - September 2012
Sun Life Financial May 2005 - July 2009
Sun Life Financial June 2003 - May 2005
Sun Life Financial June 2001 - June 2003
Skills
Product Management, Insurance, Life Insurance, Training, Marketing Communications, Product Development, Process Improvement, Competitive Analysis, Customer Service, Project Management, Financial Services, Microsoft Office, Product Marketing, Technical Writing, Health insurance, Foreign Languages, Insurance contracts, Business Requirements
Education
Trent University 1996 — 2001
Honours Bachelor of Arts, French Studies and Hispanic Studies (joint major)
Chatham-Kent Secondary School 1992 — 1996
Sun Life Financial September 2012 - Present
Sun Life Financial July 2009 - September 2012
Sun Life Financial May 2005 - July 2009
Sun Life Financial June 2003 - May 2005
Sun Life Financial June 2001 - June 2003
Skills
Product Management, Insurance, Life Insurance, Training, Marketing Communications, Product Development, Process Improvement, Competitive Analysis, Customer Service, Project Management, Financial Services, Microsoft Office, Product Marketing, Technical Writing, Health insurance, Foreign Languages, Insurance contracts, Business Requirements
Education
Trent University 1996 — 2001
Honours Bachelor of Arts, French Studies and Hispanic Studies (joint major)
Chatham-Kent Secondary School 1992 — 1996
Blake Davis's Sun Life Financial Experience 2011 - 2011
Job Associate at Bright Realty
Industry Commercial Real Estate
Experience
Bright Realty August 2013 - Present
Burns & Wilcox January 2012 - August 2013
Transwestern March 2010 - April 2011
Sun Life Financial 2011 - 2011
Skills
Commercial Real Estate, Real Estate, Tenant, Landlords, Market Research, Brokerage, Underwriting, Investments, Financial Analysis, Insurance, Property, Brokers, Portfolio Management, Finance, Financial Modeling, Disposition, Commercial Insurance, Real Estate Economics, Risk Management, Mergers & Acquisitions
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Bright Realty August 2013 - Present
Burns & Wilcox January 2012 - August 2013
Transwestern March 2010 - April 2011
Sun Life Financial 2011 - 2011
Skills
Commercial Real Estate, Real Estate, Tenant, Landlords, Market Research, Brokerage, Underwriting, Investments, Financial Analysis, Insurance, Property, Brokers, Portfolio Management, Finance, Financial Modeling, Disposition, Commercial Insurance, Real Estate Economics, Risk Management, Mergers & Acquisitions
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Carolyn Redfern's Sun Life Financial Experience November 2013 - Present
Job Manager, Risk and Compliance Implementation at Sun Life Financial
Industry Wireless
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial November 2012 - November 2013
Research In Motion May 2010 - November 2012
Sun Life Financial January 2001 - April 2010
Skills
Business Continuity..., Project Management, Change Management, Business Continuity, Team Leadership, Program Management, Vendor Management, Business Analysis, Risk Management, Disaster Recovery, Governance
Education
Disaster Recovery Institute
ABCP
Trevecca Nazarene University
Bachelor of Science, Physical Education/Sport & Exercise Sciences
Sun Life Financial November 2013 - Present
Sun Life Financial November 2012 - November 2013
Research In Motion May 2010 - November 2012
Sun Life Financial January 2001 - April 2010
Skills
Business Continuity..., Project Management, Change Management, Business Continuity, Team Leadership, Program Management, Vendor Management, Business Analysis, Risk Management, Disaster Recovery, Governance
Education
Disaster Recovery Institute
ABCP
Trevecca Nazarene University
Bachelor of Science, Physical Education/Sport & Exercise Sciences
Calvin Wu Calvin Wu's Sun Life Financial Experience February 2010 - Present
Job Procurement Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2010 - Present
iSkin Inc June 2007 - February 2010
Perlos Engineering Plastics Co., Ltd May 2006 - March 2007
Saint-Gobain Glass Co., Ltd May 2005 - April 2006
Schindler Elevator Co., Ltd September 2000 - May 2005
Skills
Global Sourcing, Strategic Sourcing, Procurement, Supply Chain Management, SAP, Sourcing, ERP, Logistics, Project Management, Inventory Management, Negotiation, Spend Analysis, Supply Management, Project Planning, Contract Negotiation, Process Improvement, Vendor Management, Production Planning, Operations Management, Change Management, Product Management, Cross-functional Team...
Education
PMI 2010 — 2011
Certified PMP, Project Management Professional
PMAC 2006 — 2007
Certificate in Purchasing, Supply Chain Management
Tongji University 1996 — 2000
B.E., Mechanical Engineering
Sun Life Financial February 2010 - Present
iSkin Inc June 2007 - February 2010
Perlos Engineering Plastics Co., Ltd May 2006 - March 2007
Saint-Gobain Glass Co., Ltd May 2005 - April 2006
Schindler Elevator Co., Ltd September 2000 - May 2005
Skills
Global Sourcing, Strategic Sourcing, Procurement, Supply Chain Management, SAP, Sourcing, ERP, Logistics, Project Management, Inventory Management, Negotiation, Spend Analysis, Supply Management, Project Planning, Contract Negotiation, Process Improvement, Vendor Management, Production Planning, Operations Management, Change Management, Product Management, Cross-functional Team...
Education
PMI 2010 — 2011
Certified PMP, Project Management Professional
PMAC 2006 — 2007
Certificate in Purchasing, Supply Chain Management
Tongji University 1996 — 2000
B.E., Mechanical Engineering
Julie Fajardo Julie Fajardo's Sun Life Financial Experience February 2015 - Present
Job Senior Administrative Assistant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2015 - Present
Delaware Life Insurance August 2013 - January 2015
Sun Life Financial November 2007 - August 2013
Jose Mateo Ballet Theatre and Performing Arts School of Worcester September 2002 - October 2007
Wyeth Pharmaceuticals January 2001 - August 2002
Berkshire Foothills Ballet September 1985 - December 2000
ConnectiCare September 1985 - March 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Outlook, Sales, Public Speaking, Strategic Planning, Access, Insurance, Risk Management, Process Improvement, Financial Analysis
Education
Thomas Edison State College 1979 — 1981
Bachelor's Degree, Dance
Sun Life Financial February 2015 - Present
Delaware Life Insurance August 2013 - January 2015
Sun Life Financial November 2007 - August 2013
Jose Mateo Ballet Theatre and Performing Arts School of Worcester September 2002 - October 2007
Wyeth Pharmaceuticals January 2001 - August 2002
Berkshire Foothills Ballet September 1985 - December 2000
ConnectiCare September 1985 - March 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Outlook, Sales, Public Speaking, Strategic Planning, Access, Insurance, Risk Management, Process Improvement, Financial Analysis
Education
Thomas Edison State College 1979 — 1981
Bachelor's Degree, Dance
Vipul Kalhan's Sun Life Financial Experience November 2013 - Present
Job Testing Specialist II at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - Present
Research In Motion(Blackberry) May 2011 - August 2012
Nest Software Pvt. Ltd. September 2009 - December 2009
Skills
Quality Center, Testing, C, C++, Java, Visual Studio, Oracle, PL/SQL, JavaScript, Software Quality..., XML, PHP, MySQL, Integrity, Windows Server, HTML, CSS, .NET, Lotus Domino..., Microsoft SQL Server, Microsoft Exchange, Active Directory, Databases, VB.NET, ASP.NET, Programming, Regression Testing, SQL, Test Cases, Test Automation
Education
Thompson Rivers University 2007 — 2013
Bachelor of Computing Science, Computer Science
Sun Life Financial November 2013 - Present
Research In Motion(Blackberry) May 2011 - August 2012
Nest Software Pvt. Ltd. September 2009 - December 2009
Skills
Quality Center, Testing, C, C++, Java, Visual Studio, Oracle, PL/SQL, JavaScript, Software Quality..., XML, PHP, MySQL, Integrity, Windows Server, HTML, CSS, .NET, Lotus Domino..., Microsoft SQL Server, Microsoft Exchange, Active Directory, Databases, VB.NET, ASP.NET, Programming, Regression Testing, SQL, Test Cases, Test Automation
Education
Thompson Rivers University 2007 — 2013
Bachelor of Computing Science, Computer Science
Courtney Pleiss Courtney Pleiss's Sun Life Financial Experience September 2010 - December 2013
Job Account Manager at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare January 2014 - Present
Sun Life Financial September 2010 - December 2013
Sun Life Financial May 2009 - September 2010
Bill Me Later, Inc. December 2008 - May 2009
Skills
Life Insurance, Management, Employee Benefits, Insurance, Customer Service, Group Insurance, Leadership, Health Savings Accounts, Flexible Spending..., Project Management, Customer Presentations, Vendor Management
Education
Towson University 2002 — 2006
Bachelor of Science (B.S.), Human Development and Family Studies, General
Oldfields School 1999 — 2002
ConnectYourCare January 2014 - Present
Sun Life Financial September 2010 - December 2013
Sun Life Financial May 2009 - September 2010
Bill Me Later, Inc. December 2008 - May 2009
Skills
Life Insurance, Management, Employee Benefits, Insurance, Customer Service, Group Insurance, Leadership, Health Savings Accounts, Flexible Spending..., Project Management, Customer Presentations, Vendor Management
Education
Towson University 2002 — 2006
Bachelor of Science (B.S.), Human Development and Family Studies, General
Oldfields School 1999 — 2002
Billie Anne Hill Billie Anne Hill's Sun Life Financial Experience 1990 - 1992
Job Account Manager
Industry Insurance
Experience
Willis August 2015 - Present
Full Time Parent 2010 - 2015
Reliance Standard Life 2009 - 2010
McGriff, Seibels & Williams 2007 - 2009
Full Time Parent 1996 - 2007
Cal-Surance Benefits 1994 - 1996
Alexander & Alexander Benefits 1992 - 1994
Sun Life Financial 1990 - 1992
UNUM Life Insurance Company 1989 - 1990
Skills
Strategy, Disability Insurance, Employee Benefits, Insurance, Account Management, Life Insurance, New Business Development, Underwriting, Strategic Planning, Sales, Marketing, Health Insurance, Brokers, Management
Education
The University of Georgia 1985 — 1989
Bachelor's Degree, Business Administration; Risk Management
University of Georgia - Terry College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Insurance and Risk Management
Willis August 2015 - Present
Full Time Parent 2010 - 2015
Reliance Standard Life 2009 - 2010
McGriff, Seibels & Williams 2007 - 2009
Full Time Parent 1996 - 2007
Cal-Surance Benefits 1994 - 1996
Alexander & Alexander Benefits 1992 - 1994
Sun Life Financial 1990 - 1992
UNUM Life Insurance Company 1989 - 1990
Skills
Strategy, Disability Insurance, Employee Benefits, Insurance, Account Management, Life Insurance, New Business Development, Underwriting, Strategic Planning, Sales, Marketing, Health Insurance, Brokers, Management
Education
The University of Georgia 1985 — 1989
Bachelor's Degree, Business Administration; Risk Management
University of Georgia - Terry College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Insurance and Risk Management
Brian Salloway's Sun Life Financial Experience May 2014 - September 2015
Job Principal Data Architect at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals September 2015 - Present
Sun Life Financial May 2014 - September 2015
BJ's Wholesale Club September 2010 - May 2014
Biogen May 2009 - September 2010
Eliassen Group April 2009 - September 2010
Fidelity Investments July 2000 - December 2008
Digital Equipment Corporation 1987 - 2000
Skills
Data Warehousing, Master Data Management, Master Data, Data Modeling, Enterprise Data, Troux, Database Design, Integration, Oracle, Data Governance, ERP, Microsoft SQL Server, Data Architecture, DB2
Education
Tufts University
BA
Vertex Pharmaceuticals September 2015 - Present
Sun Life Financial May 2014 - September 2015
BJ's Wholesale Club September 2010 - May 2014
Biogen May 2009 - September 2010
Eliassen Group April 2009 - September 2010
Fidelity Investments July 2000 - December 2008
Digital Equipment Corporation 1987 - 2000
Skills
Data Warehousing, Master Data Management, Master Data, Data Modeling, Enterprise Data, Troux, Database Design, Integration, Oracle, Data Governance, ERP, Microsoft SQL Server, Data Architecture, DB2
Education
Tufts University
BA
Jeff Yoder's Sun Life Financial Experience September 2005 - June 2009
Job Talent Acquisition at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Connect Search, LLC March 2012 - August 2014
Robert Half International October 2010 - March 2012
Absorb-All Distributors, LLC June 2009 - October 2010
Sun Life Financial September 2005 - June 2009
Skills
Recruiting, Permanent Placement, Job Search, Financial Analysis, Financial Services, Accounting, Mutual Funds, Investments, Asset Managment, Talent Acquisition, Technical Recruiting, Strategic Financial..., Sales, Finance, Asset Management
Education
University of Kansas 2000 — 2004
BS, Economics
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Connect Search, LLC March 2012 - August 2014
Robert Half International October 2010 - March 2012
Absorb-All Distributors, LLC June 2009 - October 2010
Sun Life Financial September 2005 - June 2009
Skills
Recruiting, Permanent Placement, Job Search, Financial Analysis, Financial Services, Accounting, Mutual Funds, Investments, Asset Managment, Talent Acquisition, Technical Recruiting, Strategic Financial..., Sales, Finance, Asset Management
Education
University of Kansas 2000 — 2004
BS, Economics
Fred Prelle's Sun Life Financial Experience 1992 - 1997
Job President, Capitas Financial
Industry Financial Services
Experience
Capitas Financial of Houston,Inc September 1997 - Present
Sun Life Financial 1992 - 1997
Mutual Benefit 1982 - 1992
Education
Trinity College-Hartford 1965 — 1969
BA, Economics
Loomis 1961 — 1965
High school
Capitas Financial of Houston,Inc September 1997 - Present
Sun Life Financial 1992 - 1997
Mutual Benefit 1982 - 1992
Education
Trinity College-Hartford 1965 — 1969
BA, Economics
Loomis 1961 — 1965
High school
Marc Vander Elst's Sun Life Financial Experience September 2006 - February 2009
Job Manager at Centric Consulting
Industry Management Consulting
Experience
Centric Consulting June 2012 - Present
Best Doctors March 2009 - July 2012
Sun Life Financial September 2006 - February 2009
Sun Life Financial January 2005 - August 2006
Accenture November 2000 - January 2005
Skills
Business Analysis, Process Improvement, Financial Analysis, Program Management, Management Consulting, Business Process..., Business Strategy, Strategic Planning, Change Management, Insurance, Financial Modeling, Business Process Design, Analysis, Outsourcing, Strategy
Education
Thunderbird School of Global Management 1998 — 2000
MBA, International Management
University of Chicago 1990 — 1994
BA, Political Science and Government
Newark Academy 1985 — 1990
Centric Consulting June 2012 - Present
Best Doctors March 2009 - July 2012
Sun Life Financial September 2006 - February 2009
Sun Life Financial January 2005 - August 2006
Accenture November 2000 - January 2005
Skills
Business Analysis, Process Improvement, Financial Analysis, Program Management, Management Consulting, Business Process..., Business Strategy, Strategic Planning, Change Management, Insurance, Financial Modeling, Business Process Design, Analysis, Outsourcing, Strategy
Education
Thunderbird School of Global Management 1998 — 2000
MBA, International Management
University of Chicago 1990 — 1994
BA, Political Science and Government
Newark Academy 1985 — 1990
Brian Sprawka's Sun Life Financial Experience November 2010 - August 2013
Job Vice President Deputy Head of ALM at AIG
Industry Insurance
Experience
AIG March 2015 - Present
Taking a voluntary career break in order to get married and travel May 2014 - January 2015
Delaware Life (after acquisition in August 2013) August 2013 - April 2014
Sun Life Financial November 2010 - August 2013
Towers Watson June 2002 - October 2010
Skills
Enterprise Risk..., Financial Modeling, Valuation, VBA, Risk Management, Financial Risk, Actuarial Science, Insurance, ALM, Management Consulting, Financial Services, Financial Analysis, Investments, Business Analysis, Economic Capital
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
AIG March 2015 - Present
Taking a voluntary career break in order to get married and travel May 2014 - January 2015
Delaware Life (after acquisition in August 2013) August 2013 - April 2014
Sun Life Financial November 2010 - August 2013
Towers Watson June 2002 - October 2010
Skills
Enterprise Risk..., Financial Modeling, Valuation, VBA, Risk Management, Financial Risk, Actuarial Science, Insurance, ALM, Management Consulting, Financial Services, Financial Analysis, Investments, Business Analysis, Economic Capital
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
George Ripley's Sun Life Financial Experience April 2009 - Present
Job Attorney at Law and Consultant
Industry Insurance
Experience
Sun Life Financial April 2009 - Present
Sun Life Financial (U.S.) June 2007 - March 2009
Genworth Financial Employee Benefits Group May 2004 - June 2007
GE Financial Employee Benefits Group July 2000 - May 2004
Education
The University of Connecticut School of Law 1971 — 1975
Sun Life Financial April 2009 - Present
Sun Life Financial (U.S.) June 2007 - March 2009
Genworth Financial Employee Benefits Group May 2004 - June 2007
GE Financial Employee Benefits Group July 2000 - May 2004
Education
The University of Connecticut School of Law 1971 — 1975
Sheila O'Sullivan's Sun Life Financial Experience 2002 - 2005
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
TIAA-CREF July 2013 - July 2014
Financial Engines September 2011 - 2013
Fidelity Investments 2006 - 2010
Sun Life Financial 2002 - 2005
BlueBlack 2001 - 2002
isky.com 2000 - 2001
Marketing Drive Worldwide 1994 - 2000
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Trinity College-Hartford
BA, Economics and Political Science
Fidelity Investments July 2014 - Present
TIAA-CREF July 2013 - July 2014
Financial Engines September 2011 - 2013
Fidelity Investments 2006 - 2010
Sun Life Financial 2002 - 2005
BlueBlack 2001 - 2002
isky.com 2000 - 2001
Marketing Drive Worldwide 1994 - 2000
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Trinity College-Hartford
BA, Economics and Political Science
Deborah Buzny's Sun Life Financial Experience 1997 - 2005
Job Vice President Claims, Contracting and Commissions at BMO Life Assurance
Industry Insurance
Experience
BMO Life Assurance March 2012 - Present
Bank of Montreal 2006 - March 2012
Sun Life Financial 1997 - 2005
UNUM Ca 1992 - 1997
Canada Life 1981 - 1990
Skills
Claims Management, Claim, Underwriting, Health Insurance, Insurance, Disability Insurance, Reinsurance, Employee Benefits, Call Centers, General Insurance, Claim Investigation, Pensions, Critical Illness, Brokers, Financial Risk, Customer Service, Financial Services, Risk Management, Benefits Administration, Leadership, Team Leadership, Enterprise Risk..., Liability, Commercial Insurance, Business Analysis, Life Insurance, Relationship Management, Term Life Insurance, Coaching, Analysis, Claims Handling, Investments, Property & Casualty..., Training, Legal Liability, Workers Compensation, Process Improvement, Executive Management, Claims Resolution, Negotiation, Vendor Management, Litigation Management
Education
Trent University 1978 — 1980
BA Psychology
BMO Life Assurance March 2012 - Present
Bank of Montreal 2006 - March 2012
Sun Life Financial 1997 - 2005
UNUM Ca 1992 - 1997
Canada Life 1981 - 1990
Skills
Claims Management, Claim, Underwriting, Health Insurance, Insurance, Disability Insurance, Reinsurance, Employee Benefits, Call Centers, General Insurance, Claim Investigation, Pensions, Critical Illness, Brokers, Financial Risk, Customer Service, Financial Services, Risk Management, Benefits Administration, Leadership, Team Leadership, Enterprise Risk..., Liability, Commercial Insurance, Business Analysis, Life Insurance, Relationship Management, Term Life Insurance, Coaching, Analysis, Claims Handling, Investments, Property & Casualty..., Training, Legal Liability, Workers Compensation, Process Improvement, Executive Management, Claims Resolution, Negotiation, Vendor Management, Litigation Management
Education
Trent University 1978 — 1980
BA Psychology
Angela Ricci's Sun Life Financial Experience March 2015 - Present
Job AVP, Digital Strategy and Delivery, Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial March 2015 - Present
CIBC April 2010 - Present
CIBC January 2007 - April 2010
CIBC October 2005 - January 2007
CIBC 2005 - 2006
President's Choice Financial/Amicus 2001 - 2005
CIBC 1997 - 2000
Skills
Social Media Marketing, Content Management, Publishing, Digital Marketing, Integrated Marketing, Digital Strategy, Analytics, Marketing Strategy, Online Marketing, Web Analytics, Email Marketing, E-commerce, Information Architecture, Advertising, User Experience, SEM, Mobile Marketing, Web Content Management, Usability Testing, Marketing Communications, Business Strategy, Strategic Planning, Interactive Marketing, Content Strategy, Strategy, Google Analytics, Online Advertising, SEO
Education
UCL 1995 — 1996
M.Sc., Ergonomics
University of Waterloo 1988 — 1994
Honours B.A. Psychology (Co-op)
Sun Life Financial March 2015 - Present
CIBC April 2010 - Present
CIBC January 2007 - April 2010
CIBC October 2005 - January 2007
CIBC 2005 - 2006
President's Choice Financial/Amicus 2001 - 2005
CIBC 1997 - 2000
Skills
Social Media Marketing, Content Management, Publishing, Digital Marketing, Integrated Marketing, Digital Strategy, Analytics, Marketing Strategy, Online Marketing, Web Analytics, Email Marketing, E-commerce, Information Architecture, Advertising, User Experience, SEM, Mobile Marketing, Web Content Management, Usability Testing, Marketing Communications, Business Strategy, Strategic Planning, Interactive Marketing, Content Strategy, Strategy, Google Analytics, Online Advertising, SEO
Education
UCL 1995 — 1996
M.Sc., Ergonomics
University of Waterloo 1988 — 1994
Honours B.A. Psychology (Co-op)
Jeff Wakefield's Sun Life Financial Experience October 2004 - March 2008
Job President & CEO at Sovereign Investment Corp
Industry Financial Services
Experience
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Sovereign Investment Corp March 2008 - Present
Sun Life Financial October 2004 - March 2008
BISYS October 2003 - October 2004
Pacific Life September 1995 - May 2003
Skills
Health Insurance, Mutual Funds, Insurance, Team Building, Wealth Management, Risk Management, Sales Operations, Investments, Retirement Planning, Strategic Planning, Business Analysis, Marketing, Retirement, Life Insurance, Disability Insurance, Management, Mergers & Acquisitions, Leadership, Training, Financial Modeling, New Business Development, Fixed Annuities, Corporate Finance
Education
The University of Georgia 1979 — 1982
BS, Economics
Joyce Teitelbaum's Sun Life Financial Experience 2000 - 2004
Job Dynamic Human Resources Professional
Industry Financial Services
Experience
First Marblehead August 2010 - Present
Sun Life Financial 2000 - 2004
Boston Financial Data Services 1992 - 2000
Skills
Talent Acquisition, Deferred Compensation, Employee Relations, Onboarding, HRIS, Talent Management, Job Descriptions, Applicant Tracking..., Employee Engagement, Management, Legal Compliance, Organizational..., Human Resources, PeopleSoft, Coaching, Compensation & Benefit, Payroll, Conflict Resolution, Personnel Management, Employee Benefits, Organizational Design, Performance Management
Education
Union College
Bachelor of Arts, Political Science
First Marblehead August 2010 - Present
Sun Life Financial 2000 - 2004
Boston Financial Data Services 1992 - 2000
Skills
Talent Acquisition, Deferred Compensation, Employee Relations, Onboarding, HRIS, Talent Management, Job Descriptions, Applicant Tracking..., Employee Engagement, Management, Legal Compliance, Organizational..., Human Resources, PeopleSoft, Coaching, Compensation & Benefit, Payroll, Conflict Resolution, Personnel Management, Employee Benefits, Organizational Design, Performance Management
Education
Union College
Bachelor of Arts, Political Science
John McKinlay's Sun Life Financial Experience February 2010 - February 2011
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Sun Life Financial February 2010 - February 2011
Bell 2009 - 2010
406466-6 Canada Incorporated 2001 - 2008
Cogeco Cable 1997 - 2001
Skills
SQL, Project Management, Security, IT Management, TCP/IP, Troubleshooting, Business Analysis, Integration, Management, Microsoft Exchange, Team Leadership, Testing
Education
Bay3000
PMP Exam Prep, PMBoK
The Knowledge Academy
Baseline Planning Medthodologies, Project Management
TD Bank Financial Group Corporate Training
Enterprise Project Management Training, Information Technology Project Management
IBM Corporate Training
AIX Administration
Nubase Technologies
MSCE - NT 4.0; CNA - Novel 3.1, Information Technology
Toronto School of Business 1994 — 1996
Sun Life Financial February 2010 - February 2011
Bell 2009 - 2010
406466-6 Canada Incorporated 2001 - 2008
Cogeco Cable 1997 - 2001
Skills
SQL, Project Management, Security, IT Management, TCP/IP, Troubleshooting, Business Analysis, Integration, Management, Microsoft Exchange, Team Leadership, Testing
Education
Bay3000
PMP Exam Prep, PMBoK
The Knowledge Academy
Baseline Planning Medthodologies, Project Management
TD Bank Financial Group Corporate Training
Enterprise Project Management Training, Information Technology Project Management
IBM Corporate Training
AIX Administration
Nubase Technologies
MSCE - NT 4.0; CNA - Novel 3.1, Information Technology
Toronto School of Business 1994 — 1996
Norton Goss's Sun Life Financial Experience July 2008 - September 2010
Job Retired
Industry Financial Services
Experience
Webster Bank September 2010 - October 2012
Sun Life Financial July 2008 - September 2010
Sun Life Financial March 2000 - July 2008
Bank of Boston July 1995 - February 2000
The Shawmut 1972 - 1995
Skills
Banking, Internal Audit, Compliance, Insurance, Audit Committee, SOX, Auditing, Audit, Executive Management, Investments, Risk Management, Risk
Education
The University of Connecticut School of Business 1976 — 1978
MBA, Finance
The University of Connecticut 1968 — 1972
BS, Accounting
Webster Bank September 2010 - October 2012
Sun Life Financial July 2008 - September 2010
Sun Life Financial March 2000 - July 2008
Bank of Boston July 1995 - February 2000
The Shawmut 1972 - 1995
Skills
Banking, Internal Audit, Compliance, Insurance, Audit Committee, SOX, Auditing, Audit, Executive Management, Investments, Risk Management, Risk
Education
The University of Connecticut School of Business 1976 — 1978
MBA, Finance
The University of Connecticut 1968 — 1972
BS, Accounting
Michael Williams, CEBS's Sun Life Financial Experience June 1993 - January 1995
Job Houston Office Business Leader Employee Health & Benefits at Mercer
Industry Human Resources
Experience
Mercer June 2015 - Present
Milliman August 2012 - June 2015
Lockton Companies January 2005 - July 2012
Aon Consulting January 1999 - January 2005
Aon Risk Services of Texas, Inc. 1999 - 2005
Gallagher Benefit Services January 1995 - January 1999
Sun Life Financial June 1993 - January 1995
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Risk Management, Mergers, Life Insurance, ERISA, Actuarial Science, Strategic Planning, Health Savings Accounts, Financial Analysis, Human Resources, Mergers & Acquisitions, Financial Services, Healthcare, Strategy, Investments, Vendor Management, Leadership, Consulting, 401k, Disability Insurance, Brokers, Benefits Administration, Health Care Reform, Process Improvement, Reinsurance, Commercial Insurance, Pensions, Captives, COBRA
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Finance
University of Pennsylvania - The Wharton School
CEBS, Risk Management and Employee Benefits
Mercer June 2015 - Present
Milliman August 2012 - June 2015
Lockton Companies January 2005 - July 2012
Aon Consulting January 1999 - January 2005
Aon Risk Services of Texas, Inc. 1999 - 2005
Gallagher Benefit Services January 1995 - January 1999
Sun Life Financial June 1993 - January 1995
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Risk Management, Mergers, Life Insurance, ERISA, Actuarial Science, Strategic Planning, Health Savings Accounts, Financial Analysis, Human Resources, Mergers & Acquisitions, Financial Services, Healthcare, Strategy, Investments, Vendor Management, Leadership, Consulting, 401k, Disability Insurance, Brokers, Benefits Administration, Health Care Reform, Process Improvement, Reinsurance, Commercial Insurance, Pensions, Captives, COBRA
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Finance
University of Pennsylvania - The Wharton School
CEBS, Risk Management and Employee Benefits
Lori Engorn's Sun Life Financial Experience September 2001 - June 2006
Job MBV Project Manager at Sapers & Wallack
Industry Insurance
Experience
Sapers & Wallack, Inc. March 2007 - Present
Sun Life Financial September 2001 - June 2006
The DeWolfe Companies 1999 - 2001
Skills
Health Insurance, Insurance, Employee Benefits, Benefits Administration
Education
Tufts University
BS, Liberal Arts / Psychology
Sapers & Wallack, Inc. March 2007 - Present
Sun Life Financial September 2001 - June 2006
The DeWolfe Companies 1999 - 2001
Skills
Health Insurance, Insurance, Employee Benefits, Benefits Administration
Education
Tufts University
BS, Liberal Arts / Psychology
Kurt Stuckenbrock's Sun Life Financial Experience June 1998 - May 2000
Job Vice President of Sales at HFI, LLC
Industry Automotive
Experience
HFI, LLC May 2000 - Present
Sun Life Financial June 1998 - May 2000
Sun Life Financial June 1998 - May 2000
Skills
Sales, Account Management, Customer Service, Sales Management, Negotiation, New Business Development, Inventory Management, Team Building, Leadership, Event Planning, Strategic Planning, Microsoft Office, Operations Management, Social Media, Market Research, Process Improvement, Product Development, Recruiting, Microsoft Excel
Education
Tulane University 1994 — 1998
BA, Spanish
Latin School of Chicago
HFI, LLC May 2000 - Present
Sun Life Financial June 1998 - May 2000
Sun Life Financial June 1998 - May 2000
Skills
Sales, Account Management, Customer Service, Sales Management, Negotiation, New Business Development, Inventory Management, Team Building, Leadership, Event Planning, Strategic Planning, Microsoft Office, Operations Management, Social Media, Market Research, Process Improvement, Product Development, Recruiting, Microsoft Excel
Education
Tulane University 1994 — 1998
BA, Spanish
Latin School of Chicago
Lee Losciale's Sun Life Financial Experience May 1997 - October 2000
Job Vice President at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt October 2012 - Present
Alliant Insurance Services March 2011 - October 2012
Employee Benefit Solutions July 2007 - March 2011
Principal Financial Group September 2004 - July 2007
Prudential Financial September 2002 - September 2004
Reliance Standard Life November 2000 - September 2002
Sun Life Financial May 1997 - October 2000
UNUM Life 1988 - 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Leadership, Health Insurance, 401k, Vendor Management, Underwriting, Human Resources, Benefits Administration, Life Insurance, Account Management, Sales, Customer Satisfaction, Strategic Planning, Financial Services, Process Improvement, CRM, Strategy, HRIS, COBRA, Brokers, Recruiting, Retirement, Defined Benefit, Health Savings Accounts, Workers Compensation, Deferred Compensation, Term Life Insurance, Long-term Care, ERISA, Health Care Reform, Performance Management, Fixed Annuities, Medicare, Pensions, Reinsurance, Retirement Planning, Executive Pay
Education
Tulane University - A.B. Freeman School of Business 1999 — 2000
N/A, Business (Masters)
Villanova University 1984 — 1988
BSBA, International Business
Aon Hewitt October 2012 - Present
Alliant Insurance Services March 2011 - October 2012
Employee Benefit Solutions July 2007 - March 2011
Principal Financial Group September 2004 - July 2007
Prudential Financial September 2002 - September 2004
Reliance Standard Life November 2000 - September 2002
Sun Life Financial May 1997 - October 2000
UNUM Life 1988 - 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Leadership, Health Insurance, 401k, Vendor Management, Underwriting, Human Resources, Benefits Administration, Life Insurance, Account Management, Sales, Customer Satisfaction, Strategic Planning, Financial Services, Process Improvement, CRM, Strategy, HRIS, COBRA, Brokers, Recruiting, Retirement, Defined Benefit, Health Savings Accounts, Workers Compensation, Deferred Compensation, Term Life Insurance, Long-term Care, ERISA, Health Care Reform, Performance Management, Fixed Annuities, Medicare, Pensions, Reinsurance, Retirement Planning, Executive Pay
Education
Tulane University - A.B. Freeman School of Business 1999 — 2000
N/A, Business (Masters)
Villanova University 1984 — 1988
BSBA, International Business
Jeff Barrett's Sun Life Financial Experience 2005 - 2008
Job Vice President of Sales at Dearborn National
Industry Insurance
Experience
Dearborn National April 2014 - Present
Dearborn National September 2013 - April 2014
Blue Cross Blue Shield of Texas January 2009 - September 2013
Sun Life Financial 2005 - 2008
Skills
Employee Benefits, Health Savings Accounts, Underwriting, Healthcare, Insurance, 401k, Health Insurance, ERISA, COBRA, HMO, Flexible Spending..., PPO, Team Building, Commercial Insurance, Brokers, Managed Care, Life Insurance, Disability Insurance, Account Management, Group Medical, Group Insurance, Health Care Reform, Self-funded, Term Life Insurance, Critical Illness, Accident, Benefits Administration, Medicare
Education
The University of Texas at Dallas 1993 — 1996
Bachelor of Science, Business
Sherman High School 1987 — 1991
Dearborn National April 2014 - Present
Dearborn National September 2013 - April 2014
Blue Cross Blue Shield of Texas January 2009 - September 2013
Sun Life Financial 2005 - 2008
Skills
Employee Benefits, Health Savings Accounts, Underwriting, Healthcare, Insurance, 401k, Health Insurance, ERISA, COBRA, HMO, Flexible Spending..., PPO, Team Building, Commercial Insurance, Brokers, Managed Care, Life Insurance, Disability Insurance, Account Management, Group Medical, Group Insurance, Health Care Reform, Self-funded, Term Life Insurance, Critical Illness, Accident, Benefits Administration, Medicare
Education
The University of Texas at Dallas 1993 — 1996
Bachelor of Science, Business
Sherman High School 1987 — 1991
Penny Bogatinov's Sun Life Financial Experience March 2010 - Present
Job Penny Bogatinov, Senior Marketing and Communications Specialist
Industry Furniture
Experience
SUN LIFE FINANCIAL March 2010 - Present
PBI OFFICE INTERIORS September 2007 - December 2009
HERMAN MILLER WORKPLACE RESOURCE October 2006 - September 2007
HOLMES & BRAKEL LIMITED March 2001 - October 2006
TEKNION FURNITURE SYSTEMS December 1997 - March 2001
Skills
Adobe Software, Microsoft Office, Editorial Project..., Copywriting, RFP preparation, Marketing Communications, Writing, Proposal Writing, Proposal Management, Proposal Preparation, Editing, RFP, Sales, Leadership, Graphic Design, Social Media, Market Research, Adobe Creative Suite, Web Design, Strategic Communications, Editorial, Corporate Communications, Media Relations, Training, Management, Internal Communications, Facebook, Interviews, Strategic Planning, Public Speaking, Sales Presentations, Budgets, Project Management, Social Media Marketing, Logo Design, Illustrator, Marketing, Social Networking, Creative Direction, InDesign, WordPress, Adobe Acrobat, Email Marketing, Marketing Strategy, Creative Writing, Communications Planning, Event Management, Proofreading, Integrated Marketing, Newsletters
Education
Trent University 2000 — 2005
B.A, Cultural Studies & English
Durham College of Applied Arts & Technology 1990 — 1994
Diploma, Interior Design
SUN LIFE FINANCIAL March 2010 - Present
PBI OFFICE INTERIORS September 2007 - December 2009
HERMAN MILLER WORKPLACE RESOURCE October 2006 - September 2007
HOLMES & BRAKEL LIMITED March 2001 - October 2006
TEKNION FURNITURE SYSTEMS December 1997 - March 2001
Skills
Adobe Software, Microsoft Office, Editorial Project..., Copywriting, RFP preparation, Marketing Communications, Writing, Proposal Writing, Proposal Management, Proposal Preparation, Editing, RFP, Sales, Leadership, Graphic Design, Social Media, Market Research, Adobe Creative Suite, Web Design, Strategic Communications, Editorial, Corporate Communications, Media Relations, Training, Management, Internal Communications, Facebook, Interviews, Strategic Planning, Public Speaking, Sales Presentations, Budgets, Project Management, Social Media Marketing, Logo Design, Illustrator, Marketing, Social Networking, Creative Direction, InDesign, WordPress, Adobe Acrobat, Email Marketing, Marketing Strategy, Creative Writing, Communications Planning, Event Management, Proofreading, Integrated Marketing, Newsletters
Education
Trent University 2000 — 2005
B.A, Cultural Studies & English
Durham College of Applied Arts & Technology 1990 — 1994
Diploma, Interior Design
Janna Alsobrook's Sun Life Financial Experience 2002 - 2005
Job Medicare Benefit Consultant
Industry Insurance
Experience
Copeland Insurance Group May 2013 - Present
ProWealthOne April 2011 - October 2012
Thrivent Financial for Lutherans December 2008 - December 2009
Metropolitan Life April 2006 - November 2008
Sun Life Financial 2002 - 2005
Skills
Customer Service, Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Sales, Life Insurance, Disability Insurance, IRAs, Critical Illness, Term Life Insurance, Mutual Funds, Long-term Care, General Lines - Life,..., Series 6 and Series 63..., Voluntary Employee..., Whole Life, Employee Benefits, Accident Insurance, Universal Life, Retirement
Education
The American College 2006 — 2009
LUTCF, Life Insurance
The University of Texas at Austin
Copeland Insurance Group May 2013 - Present
ProWealthOne April 2011 - October 2012
Thrivent Financial for Lutherans December 2008 - December 2009
Metropolitan Life April 2006 - November 2008
Sun Life Financial 2002 - 2005
Skills
Customer Service, Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Sales, Life Insurance, Disability Insurance, IRAs, Critical Illness, Term Life Insurance, Mutual Funds, Long-term Care, General Lines - Life,..., Series 6 and Series 63..., Voluntary Employee..., Whole Life, Employee Benefits, Accident Insurance, Universal Life, Retirement
Education
The American College 2006 — 2009
LUTCF, Life Insurance
The University of Texas at Austin
Allie Chalfant's Sun Life Financial Experience Account ServicesLockton CompaniesFebruary 2010 - Present
Job at Lockton Companies
Industry Insurance
Experience
Sun Life Financial Account ServicesLockton CompaniesFebruary 2010 - Present
Education
The University of Kansas 2004 — 2008
Journalism, Strategic Communications
Sun Life Financial Account ServicesLockton CompaniesFebruary 2010 - Present
Education
The University of Kansas 2004 — 2008
Journalism, Strategic Communications
Mark Donaphon's Sun Life Financial Experience February 2014 - Present
Job AVP, Group Market Manager at Sun Life Financial, a stop loss, group, and voluntary benefits leader
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial September 2011 - February 2014
Sun Life Financial January 2011 - September 2011
Sun Life Financial February 2007 - January 2011
Sun Life Financial 2005 - 2007
Sun Life Financial 2001 - 2005
United States Army 1998 - 2001
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Relationship Management, Strategic Planning, Sales Management, New Business Development, Group Insurance, Sales, Risk Management
Education
United States Military Academy at West Point 1994 — 1998
BS, Systems Engineering
Villanova University 2001 — 2006
MBA
Sun Life Financial February 2014 - Present
Sun Life Financial September 2011 - February 2014
Sun Life Financial January 2011 - September 2011
Sun Life Financial February 2007 - January 2011
Sun Life Financial 2005 - 2007
Sun Life Financial 2001 - 2005
United States Army 1998 - 2001
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Relationship Management, Strategic Planning, Sales Management, New Business Development, Group Insurance, Sales, Risk Management
Education
United States Military Academy at West Point 1994 — 1998
BS, Systems Engineering
Villanova University 2001 — 2006
MBA
Shan Zhong's Sun Life Financial Experience June 2010 - Present
Job Manager, Financial Analysis at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2010 - Present
Sun Life Financial January 2009 - June 2010
Sun Life Financial August 2003 - December 2008
Canada Life May 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Internal Controls, Risk Management, Portfolio Management, Investments, Enterprise Risk..., Forecasting, Strategic Financial..., Process Improvement, Relationship Management
Education
Richard Ivey School of Business - University of Western Ontario 2000 — 2002
MBA, Accounting and Finance
The University of Memphis 1995 — 1998
Master, Accountancy
Sun Life Financial June 2010 - Present
Sun Life Financial January 2009 - June 2010
Sun Life Financial August 2003 - December 2008
Canada Life May 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Internal Controls, Risk Management, Portfolio Management, Investments, Enterprise Risk..., Forecasting, Strategic Financial..., Process Improvement, Relationship Management
Education
Richard Ivey School of Business - University of Western Ontario 2000 — 2002
MBA, Accounting and Finance
The University of Memphis 1995 — 1998
Master, Accountancy
Roman Kubyshkovskyy's Sun Life Financial Experience 2010 - 2011
Job Accounting and Financial Reporting at CYS Investments, Inc
Industry Accounting
Experience
PricewaterhouseCoopers Accounting and Financial ReportingCYS Investments, Inc2011 - Present
Sun Life Financial 2010 - 2011
PricewaterhouseCoopers 2007 - 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (BBA) and Master in Professional Accounting (MPA), Accounting
PricewaterhouseCoopers Accounting and Financial ReportingCYS Investments, Inc2011 - Present
Sun Life Financial 2010 - 2011
PricewaterhouseCoopers 2007 - 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (BBA) and Master in Professional Accounting (MPA), Accounting
Andrew Reigle's Sun Life Financial Experience June 2013 - June 2014
Job Regional Account Executive at The Hartford
Industry Financial Services
Experience
The Hartford June 2014 - Present
Sun Life Financial June 2013 - June 2014
Robert Half International November 2012 - June 2013
Merrill Lynch February 2012 - June 2012
TD Bank March 2010 - August 2011
EVO Merchant Services September 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Business Development, Leadership, Sales
Education
Union College 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government/ English/ Economics
The Hartford June 2014 - Present
Sun Life Financial June 2013 - June 2014
Robert Half International November 2012 - June 2013
Merrill Lynch February 2012 - June 2012
TD Bank March 2010 - August 2011
EVO Merchant Services September 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Business Development, Leadership, Sales
Education
Union College 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government/ English/ Economics
Venice Ugalde's Sun Life Financial Experience 2009 - 2011
Job Division Director
Industry Staffing and Recruiting
Experience
Robert Half 2013 - Present
RBC Insurance November 2011 - June 2013
Sun Life Financial 2009 - 2011
Great-West Life and Annuity Insurance Company February 2004 - August 2009
RBC 1999 - 2004
Skills
Insurance Planning, Disability Insurance, Retirement Planning, Insurance, Wealth Management, Critical Illness..., Segregated Funds, Annuities, Critical Illness
Education
The University of Winnipeg 1998 — 2002
Bachelor's degree, Business and Psychology
Maples Collegiate Institute
Robert Half 2013 - Present
RBC Insurance November 2011 - June 2013
Sun Life Financial 2009 - 2011
Great-West Life and Annuity Insurance Company February 2004 - August 2009
RBC 1999 - 2004
Skills
Insurance Planning, Disability Insurance, Retirement Planning, Insurance, Wealth Management, Critical Illness..., Segregated Funds, Annuities, Critical Illness
Education
The University of Winnipeg 1998 — 2002
Bachelor's degree, Business and Psychology
Maples Collegiate Institute
Marisol Duarte's Sun Life Financial Experience June 2007 - Present
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2007 - Present
National Western Life 2003 - 2006
Skills
Segregated Funds, Risk Management, Investments, Disability Insurance, Retirement Planning, Critical Illness, Employee Benefits, Project Planning, Team Leadership, Health Insurance, Fixed Annuities, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Project Management, Insurance, Financial Risk, Long-term Care, Microsoft Excel, Financial Planners, Financial Analysis
Education
Universidad Católica Andrés Bello 1980 — 1985
Licenciada en Contaduria Publica
Sun Life Financial June 2007 - Present
National Western Life 2003 - 2006
Skills
Segregated Funds, Risk Management, Investments, Disability Insurance, Retirement Planning, Critical Illness, Employee Benefits, Project Planning, Team Leadership, Health Insurance, Fixed Annuities, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Project Management, Insurance, Financial Risk, Long-term Care, Microsoft Excel, Financial Planners, Financial Analysis
Education
Universidad Católica Andrés Bello 1980 — 1985
Licenciada en Contaduria Publica
Kenneth Nordstrom's Sun Life Financial Experience Vice PresidentSun Life Financial2008 - Present
Job Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Vice PresidentSun Life Financial2008 - Present
Education
Tufts University 1962 — 1966
Sun Life Financial Vice PresidentSun Life Financial2008 - Present
Education
Tufts University 1962 — 1966
Carolin Robins's Sun Life Financial Experience January 2013 - Present
Job Group Service Representative, National Accounts at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2013 - Present
Sun Life Financial January 2011 - December 2012
Sun Life Financial July 2004 - February 2011
Aon Consulting January 2002 - July 2004
Morneau Shepell 1998 - 2001
Morneau Shepell 1996 - 1997
Morneau Shepell 1993 - 1996
Skills
Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Insurance
Education
Trent University 1987 — 1990
B.Sc., Geography
Sun Life Financial January 2013 - Present
Sun Life Financial January 2011 - December 2012
Sun Life Financial July 2004 - February 2011
Aon Consulting January 2002 - July 2004
Morneau Shepell 1998 - 2001
Morneau Shepell 1996 - 1997
Morneau Shepell 1993 - 1996
Skills
Employee Benefits, Health Insurance, Benefits Administration, Disability Insurance, Insurance
Education
Trent University 1987 — 1990
B.Sc., Geography
himesh bhatt's Sun Life Financial Experience April 2014 - Present
Job QA Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2014 - Present
State Street November 2012 - March 2014
BNY Mellon November 2008 - June 2012
BNY Mellon June 2005 - October 2008
Mercer October 2004 - June 2005
Anagram Finance July 1998 - June 2001
Skills
User Acceptance Testing, Quality Center, Regression Testing, System Testing, Requirements Analysis, SQL, Testing, SDLC, Manual Testing, Quality Assurance, Requirements Gathering, Databases, Oracle, Troubleshooting, Test Automation, Business Requirements, Business Analysis, Defect Tracking, Microsoft SQL Server, HP Quality Center, Technical Documentation, Oracle SQL, Specifications, Agile & Waterfall..., Black Box Testing, Fixed Income, Scrum, Unix, Test Automation..., Mercury QuickTest Pro, ClearQuest, JIRA, Investments, MCH, SAAS, Functional Testing, SOA, Application Architecture, Smoke Testing, Data Analysis, Desktop Applications, Rational Team Concert, Data Warehousing
Education
University of Findlay 2001 — 2004
Master of Business Administration (MBA), Finance-Major, Minor in Information Systems
M.S University 1995 — 1998
Bachelor of Commerce, Accounting
Aptech 1996 — 1997
Diploma, Software Applications
Navrachna 1983 — 1995
High School
Sun Life Financial April 2014 - Present
State Street November 2012 - March 2014
BNY Mellon November 2008 - June 2012
BNY Mellon June 2005 - October 2008
Mercer October 2004 - June 2005
Anagram Finance July 1998 - June 2001
Skills
User Acceptance Testing, Quality Center, Regression Testing, System Testing, Requirements Analysis, SQL, Testing, SDLC, Manual Testing, Quality Assurance, Requirements Gathering, Databases, Oracle, Troubleshooting, Test Automation, Business Requirements, Business Analysis, Defect Tracking, Microsoft SQL Server, HP Quality Center, Technical Documentation, Oracle SQL, Specifications, Agile & Waterfall..., Black Box Testing, Fixed Income, Scrum, Unix, Test Automation..., Mercury QuickTest Pro, ClearQuest, JIRA, Investments, MCH, SAAS, Functional Testing, SOA, Application Architecture, Smoke Testing, Data Analysis, Desktop Applications, Rational Team Concert, Data Warehousing
Education
University of Findlay 2001 — 2004
Master of Business Administration (MBA), Finance-Major, Minor in Information Systems
M.S University 1995 — 1998
Bachelor of Commerce, Accounting
Aptech 1996 — 1997
Diploma, Software Applications
Navrachna 1983 — 1995
High School
Doreen Sue's Sun Life Financial Experience November 2014 - Present
Job Sr. Actuarial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2014 - Present
Eckler Ltd. 2006 - 2014
Hewitt Associates 2005 - 2005
Skills
Actuarial Science, Actuarial Consulting, Employee Benefits, Analysis, Modeling, Disability Insurance, Group Insurance, Insurance, Financial Analysis
Education
The University of Western Ontario
B.Sc. (Hons), Actuarial Science & Statistics
The University of Hong Kong
International Exchange Program
Sun Life Financial November 2014 - Present
Eckler Ltd. 2006 - 2014
Hewitt Associates 2005 - 2005
Skills
Actuarial Science, Actuarial Consulting, Employee Benefits, Analysis, Modeling, Disability Insurance, Group Insurance, Insurance, Financial Analysis
Education
The University of Western Ontario
B.Sc. (Hons), Actuarial Science & Statistics
The University of Hong Kong
International Exchange Program
Elizabeth Kozon's Sun Life Financial Experience May 2008 - Present
Job Product Management Sr. Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2008 - Present
Sun Life Financial June 1990 - May 2008
Skills
Insurance, Employee Benefits, Disability Insurance, Underwriting, Health Insurance, Life Insurance
Education
Western New England University 1990 — 1996
MBA, Health Care Management
The University of Connecticut School of Business 1986 — 1990
Bachelor in Science, Finance
Sun Life Financial May 2008 - Present
Sun Life Financial June 1990 - May 2008
Skills
Insurance, Employee Benefits, Disability Insurance, Underwriting, Health Insurance, Life Insurance
Education
Western New England University 1990 — 1996
MBA, Health Care Management
The University of Connecticut School of Business 1986 — 1990
Bachelor in Science, Finance
Cailen Nichols's Sun Life Financial Experience September 2009 - December 2009
Job Project Administrator at The City of Calgary
Industry Government Administration
Experience
The City of Calgary April 2011 - Present
The City Of Calgary December 2008 - May 2011
Sun Life Financial September 2009 - December 2009
Skills
Marketing Communications, Customer Service, Social Media Marketing, Microsoft Office, Marketing, Teamwork, Team Leadership, SharePoint, Advertising, Microsoft Excel, Microsoft Word, Project Planning
Education
The University of Lethbridge 2007 — 2009
MGMT, Marketing
The City of Calgary April 2011 - Present
The City Of Calgary December 2008 - May 2011
Sun Life Financial September 2009 - December 2009
Skills
Marketing Communications, Customer Service, Social Media Marketing, Microsoft Office, Marketing, Teamwork, Team Leadership, SharePoint, Advertising, Microsoft Excel, Microsoft Word, Project Planning
Education
The University of Lethbridge 2007 — 2009
MGMT, Marketing
Shirley Kan's Sun Life Financial Experience March 1995 - December 2002
Job Independent broker at Excel Pacific Insurance Agency Inc.
Industry Insurance
Experience
Excel Pacific Insurance Agency Inc. 1995 - Present
Sun Life Financial March 1995 - December 2002
Skills
Health Insurance, Insurance, Disability Insurance, Term Life Insurance, Long-term Care, RESP, RRSP, TFSA, Travel Insurance
Education
The University of Wolverhampton
Bachelor of Education (B.Ed.), Physical Education Teaching and Coaching
Excel Pacific Insurance Agency Inc. 1995 - Present
Sun Life Financial March 1995 - December 2002
Skills
Health Insurance, Insurance, Disability Insurance, Term Life Insurance, Long-term Care, RESP, RRSP, TFSA, Travel Insurance
Education
The University of Wolverhampton
Bachelor of Education (B.Ed.), Physical Education Teaching and Coaching
Qin Li Rong's Sun Life Financial Experience October 2002 - Present
Job Application Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2002 - Present
Skills
SDLC, Databases, CRM, Unix, Integration, Oracle, SQL, Web Services, Microsoft SQL Server, Software Development
Education
Siebel University 2000 — 2002
SAP Training, Integrata AG, Germany 1995 — 1995
Shanghai Tongji University 1987 — 1990
Master
Shanghai Tongji University 1982 — 1987
Bachlor
Sun Life Financial October 2002 - Present
Skills
SDLC, Databases, CRM, Unix, Integration, Oracle, SQL, Web Services, Microsoft SQL Server, Software Development
Education
Siebel University 2000 — 2002
SAP Training, Integrata AG, Germany 1995 — 1995
Shanghai Tongji University 1987 — 1990
Master
Shanghai Tongji University 1982 — 1987
Bachlor
Natasha Karlin's Sun Life Financial Experience July 2013 - Present
Job Associate Director National Accounts Underwriting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial April 2008 - July 2013
Trion 2005 - 2008
Liberty Mutual Insurance 1996 - 2004
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Underwriting, Brokers, Health Insurance, Fixed Annuities
Education
University of Kansas
Sun Life Financial July 2013 - Present
Sun Life Financial April 2008 - July 2013
Trion 2005 - 2008
Liberty Mutual Insurance 1996 - 2004
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Underwriting, Brokers, Health Insurance, Fixed Annuities
Education
University of Kansas
Matthew Passmore's Sun Life Financial Experience 1998 - 2004
Job Webmaster at Ontario Pension Board
Industry Investment Management
Experience
Ontario Pension Board April 2006 - Present
Peel District School Board 2004 - 2006
Sun Life Financial 1998 - 2004
Skills
SDLC, PL/SQL, XML, Business Analysis, Requirements Gathering, SQL, HTML, Requirements Analysis, Collaborative Problem..., Leadership, Microsoft SQL Server, Innovation, Software Project..., Software Documentation, Enterprise Architecture
Education
Information Technology Institute
IT
Trent University
Honours BA, History/Politics
Ontario Pension Board April 2006 - Present
Peel District School Board 2004 - 2006
Sun Life Financial 1998 - 2004
Skills
SDLC, PL/SQL, XML, Business Analysis, Requirements Gathering, SQL, HTML, Requirements Analysis, Collaborative Problem..., Leadership, Microsoft SQL Server, Innovation, Software Project..., Software Documentation, Enterprise Architecture
Education
Information Technology Institute
IT
Trent University
Honours BA, History/Politics
Chris McAuliffe's Sun Life Financial Experience March 2007 - Present
Job State Filing, Senior Analyst at Sun Life Financial
Industry Financial Services
Experience
SBLI of Massachusetts April 2014 - Present
Sun Life Financial March 2007 - Present
Sun Life Financial September 2005 - March 2007
Law Offices of Daniel J. Nigro, P.C. January 2004 - September 2005
United States Attorney's Office January 2003 - June 2003
Law Office of Christopher M. Uhl July 2001 - July 2002
National Amusements, Inc June 1997 - September 2000
Skills
Research, Analytics, Communication, Complex Problem Solving, Advocacy, Multitasker, Attention To Detail, Team Player
Education
UNH School of Law 2000 — 2003
Juris Doctor, Law
Worcester State University 1992 — 1996
Bachelor of Arts, Communications
SBLI of Massachusetts April 2014 - Present
Sun Life Financial March 2007 - Present
Sun Life Financial September 2005 - March 2007
Law Offices of Daniel J. Nigro, P.C. January 2004 - September 2005
United States Attorney's Office January 2003 - June 2003
Law Office of Christopher M. Uhl July 2001 - July 2002
National Amusements, Inc June 1997 - September 2000
Skills
Research, Analytics, Communication, Complex Problem Solving, Advocacy, Multitasker, Attention To Detail, Team Player
Education
UNH School of Law 2000 — 2003
Juris Doctor, Law
Worcester State University 1992 — 1996
Bachelor of Arts, Communications
William Reagan's Sun Life Financial Experience June 1990 - Present
Job AVP Actuarial at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 1990 - Present
Education
Tufts University
Bachelor of Arts, Economics
Sun Life Financial June 1990 - Present
Education
Tufts University
Bachelor of Arts, Economics
Patricia (Claeys) Gallant, CBAP's Sun Life Financial Experience April 2009 - Present
Job Associate Director Business Systems Analysis at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2009 - Present
Sun Life Financial June 2007 - March 2009
Genworth Financial April 2004 - May 2007
GE FINANCIAL ASSURANCE April 2000 - March 2004
Phoenix Home Life Mutual Insurance Company March 1995 - March 2000
MassMutual Financial Group January 1987 - March 1995
Skills
Business Analysis, Project Management, Six Sigma, Program Management, Coaching/performance..., Estimating, Requirements elicitation, Use Case, Process Improvement, Data Modeling, Requirements Gathering, Databases, Testing, Analysis, SQL, SDLC, Requirements Analysis
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1985 — 1986
n/a
University of Virginia 1982 — 1986
BA, GERMAN LANGUAGE & LITERATURE
Sun Life Financial April 2009 - Present
Sun Life Financial June 2007 - March 2009
Genworth Financial April 2004 - May 2007
GE FINANCIAL ASSURANCE April 2000 - March 2004
Phoenix Home Life Mutual Insurance Company March 1995 - March 2000
MassMutual Financial Group January 1987 - March 1995
Skills
Business Analysis, Project Management, Six Sigma, Program Management, Coaching/performance..., Estimating, Requirements elicitation, Use Case, Process Improvement, Data Modeling, Requirements Gathering, Databases, Testing, Analysis, SQL, SDLC, Requirements Analysis
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1985 — 1986
n/a
University of Virginia 1982 — 1986
BA, GERMAN LANGUAGE & LITERATURE
Amin Malahifji, MBA's Sun Life Financial Experience 2013 - 2014
Job Senior Financial Analyst at RBC
Industry Accounting
Experience
Royal Bank of Canada 2014 - Present
Sun Life Financial 2013 - 2014
Manulife Financial 2012 - 2013
TD Canada Trust 2012 - 2012
National Credit and Research Analysts 2011 - 2012
AKAR Development (Real Estate) 2010 - 2011
Clifton Gunderson LLP 2004 - 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Forecasting, Auditing, Analysis, Pricing Analysis, Business Planning, Trend Forecasting, Accounting..., MS Excel VBA Programming, Insurance, Statistical Modeling, Statistical Data..., Budgets, Bank Reconciliation, Microsoft Access, Executive Reporting, Budgeting, Real Estate Finance, Econometrics, Econometric Modeling, Stress Testing, Regression Analysis, Regression Models, Access
Education
University of Missouri-Kansas City 2007 — 2008
Master of Business Administration (MBA), Finance
University of Kansas 1999 — 2004
Bachelor of Science (B.S.), Accounting and Business Administration
Royal Bank of Canada 2014 - Present
Sun Life Financial 2013 - 2014
Manulife Financial 2012 - 2013
TD Canada Trust 2012 - 2012
National Credit and Research Analysts 2011 - 2012
AKAR Development (Real Estate) 2010 - 2011
Clifton Gunderson LLP 2004 - 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Forecasting, Auditing, Analysis, Pricing Analysis, Business Planning, Trend Forecasting, Accounting..., MS Excel VBA Programming, Insurance, Statistical Modeling, Statistical Data..., Budgets, Bank Reconciliation, Microsoft Access, Executive Reporting, Budgeting, Real Estate Finance, Econometrics, Econometric Modeling, Stress Testing, Regression Analysis, Regression Models, Access
Education
University of Missouri-Kansas City 2007 — 2008
Master of Business Administration (MBA), Finance
University of Kansas 1999 — 2004
Bachelor of Science (B.S.), Accounting and Business Administration
Ariele Smith's Sun Life Financial Experience February 2011 - Present
Job Senior Manager, Employee Benefits Group at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2011 - Present
Sun Life Financial April 2008 - February 2011
Education
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History and Sociology
Sun Life Financial February 2011 - Present
Sun Life Financial April 2008 - February 2011
Education
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), History and Sociology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.