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
Dave Connelly Dave Connelly's Sun Life Financial Experience June 2006 - June 2008
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Insurance
Experience
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
Suzanne Landen Suzanne Landen's Sun Life Financial Experience September 2013 - April 2015
Job Head of Global HR Data Analytics
Industry Financial Services
Experience
State Street April 2015 - Present
Sun Life Financial September 2013 - April 2015
OneWest Bank, FSB 2009 - 2013
Indymac Bank October 2004 - April 2009
Countrywide Financial Corp (now Bank of America) 2002 - 2004
AXA Financial 2001 - 2002
G & A Trading Company 1998 - 2001
Credit Suisse 1994 - 1995
Skills
Base Compensation..., Variable Compensation, Employee Classification, Employment Law, Legal Compliance, Deferred Compensation, Financial Modeling, Analytics, HRIS, PeopleSoft, Process Improvement, Performance Management, Payroll, Workforce Planning, Policy, Strategic Planning, Leadership Development, Onboarding, Vendor Management, Change Management, Employee Relations, Compensation & Benefit, Human Resources, Training, Talent Management, Management, Leadership, Business Process..., Analysis, Personnel Management, Finance, Risk Management
Education
University of Melbourne
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
UCLA
Foreign Exchange Program, Economics/Finance
State Street April 2015 - Present
Sun Life Financial September 2013 - April 2015
OneWest Bank, FSB 2009 - 2013
Indymac Bank October 2004 - April 2009
Countrywide Financial Corp (now Bank of America) 2002 - 2004
AXA Financial 2001 - 2002
G & A Trading Company 1998 - 2001
Credit Suisse 1994 - 1995
Skills
Base Compensation..., Variable Compensation, Employee Classification, Employment Law, Legal Compliance, Deferred Compensation, Financial Modeling, Analytics, HRIS, PeopleSoft, Process Improvement, Performance Management, Payroll, Workforce Planning, Policy, Strategic Planning, Leadership Development, Onboarding, Vendor Management, Change Management, Employee Relations, Compensation & Benefit, Human Resources, Training, Talent Management, Management, Leadership, Business Process..., Analysis, Personnel Management, Finance, Risk Management
Education
University of Melbourne
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
UCLA
Foreign Exchange Program, Economics/Finance
Davidd Lawley Davidd Lawley's Sun Life Financial Experience January 2000 - November 2005
Job Director, Training & Development at Credential
Industry Financial Services
Experience
Credential March 2014 - Present
Credential November 2011 - March 2014
Credential May 2009 - October 2011
Credential Financial February 2006 - May 2009
Clarica Investco Inc January 2004 - January 2006
Clarica Financial (A Sun Life Company) August 2002 - January 2006
Sun Life Financial January 2000 - November 2005
Sun Life Financial April 2000 - August 2002
Skills
Insurance, Estate Planning, Investments, Succession Planning, Financial Planning, Retirement Planning, Strategic Financial..., Tax, Mutual Funds, Financial Advisory, Long-term Care, Wealth Management, Investment Advisory, Training, Fixed Annuities, Wealth, Business Planning, Investment Strategies, Retirement, Life Insurance, Financial Planners, Certified Financial...
Education
Canadian Institute of Financial Planning
Financial Planning Standards Council
CFP, Financial Planning
Advocis 1988 — 1993
CLU, Estate and Financial Planning
Canadian Institute of Financial Planning 1983 — 1987
CFP, Financial Planning
University of Alberta 1977 — 1981
BSc, Specialization in Zoology
Credential March 2014 - Present
Credential November 2011 - March 2014
Credential May 2009 - October 2011
Credential Financial February 2006 - May 2009
Clarica Investco Inc January 2004 - January 2006
Clarica Financial (A Sun Life Company) August 2002 - January 2006
Sun Life Financial January 2000 - November 2005
Sun Life Financial April 2000 - August 2002
Skills
Insurance, Estate Planning, Investments, Succession Planning, Financial Planning, Retirement Planning, Strategic Financial..., Tax, Mutual Funds, Financial Advisory, Long-term Care, Wealth Management, Investment Advisory, Training, Fixed Annuities, Wealth, Business Planning, Investment Strategies, Retirement, Life Insurance, Financial Planners, Certified Financial...
Education
Canadian Institute of Financial Planning
Financial Planning Standards Council
CFP, Financial Planning
Advocis 1988 — 1993
CLU, Estate and Financial Planning
Canadian Institute of Financial Planning 1983 — 1987
CFP, Financial Planning
University of Alberta 1977 — 1981
BSc, Specialization in Zoology
Michelle Poirier's Sun Life Financial Experience September 2009 - Present
Job Employee Benefits Advisor
Industry Insurance
Experience
Sun Life Financial September 2009 - Present
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Fixed Annuities, Critical Illness, Long-term Care, Pensions, Health Insurance, Wealth, Strategic Financial..., Negotiation, Mortgage Lending, Strategic Planning, Estate Planning, Investment Advisory, Employee Benefits, Small Business, Financial Planners, Disability Insurance, Financial Advisory
Education
University of Alberta 2001 — 2007
Bachelor of Science (B.Sc.), Nutrition Sciences
Sun Life Financial September 2009 - Present
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Fixed Annuities, Critical Illness, Long-term Care, Pensions, Health Insurance, Wealth, Strategic Financial..., Negotiation, Mortgage Lending, Strategic Planning, Estate Planning, Investment Advisory, Employee Benefits, Small Business, Financial Planners, Disability Insurance, Financial Advisory
Education
University of Alberta 2001 — 2007
Bachelor of Science (B.Sc.), Nutrition Sciences
Jeffrey N. Haber Jeffrey N. Haber's Sun Life Financial Experience July 1980 - June 1994
Job CLU, ChFC disability insurance specialist
Industry Insurance
Experience
Dibroker March 2007 - Present
Beneficial Life December 1997 - November 2006
Beneficial Life February 1993 - December 1997
Sun Life Financial July 1980 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Sales and consulting..., Critical Illness, Disability Insurance, Long Term Care Insurance, Public Speaking, Insurance, Sales, Small Business, Fixed Annuities, Long-term Care, Term Life Insurance, Financial Planners, Retirement, Life Insurance, Retirement Planning
Education
University of Denver - Daniels College of Business 1971 — 1975
BSBA, Hotel, Motel, and Restaurant Management
Niagara Falls High School 1968 — 1971
Dibroker March 2007 - Present
Beneficial Life December 1997 - November 2006
Beneficial Life February 1993 - December 1997
Sun Life Financial July 1980 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Sales and consulting..., Critical Illness, Disability Insurance, Long Term Care Insurance, Public Speaking, Insurance, Sales, Small Business, Fixed Annuities, Long-term Care, Term Life Insurance, Financial Planners, Retirement, Life Insurance, Retirement Planning
Education
University of Denver - Daniels College of Business 1971 — 1975
BSBA, Hotel, Motel, and Restaurant Management
Niagara Falls High School 1968 — 1971
Mike R. Schultz's Sun Life Financial Experience July 2006 - May 2010
Job COO at Sedulous Foods Inc.
Industry Food & Beverages
Experience
Sedulous Foods Inc. September 2013 - Present
Sedulous Foods LLC December 2011 - September 2013
Sedulous Foods - Schultz's Gourmet May 2010 - January 2012
Sun Life Financial July 2006 - May 2010
Sedulous Foods, LLC August 2005 - January 2009
University of Colorado at Boulder - Recreation Services 2003 - 2006
Skills
Entrepreneurship, Sales, Management, Sales Operations, Innovation, Sales Management, New Business Development, Competitive Analysis, Strategic Planning, Market Entry, Marketing Strategy, Marketing, Product Development, Product Marketing, Strategic Leadership, Product Innovation, Account Management, Strategic Partnerships
Education
University of Colorado at Boulder 2001 — 2006
Bachelor's Degree, Evolutionary Biology, Astronomy/Astrophysics, Business (Minor)
Sedulous Foods Inc. September 2013 - Present
Sedulous Foods LLC December 2011 - September 2013
Sedulous Foods - Schultz's Gourmet May 2010 - January 2012
Sun Life Financial July 2006 - May 2010
Sedulous Foods, LLC August 2005 - January 2009
University of Colorado at Boulder - Recreation Services 2003 - 2006
Skills
Entrepreneurship, Sales, Management, Sales Operations, Innovation, Sales Management, New Business Development, Competitive Analysis, Strategic Planning, Market Entry, Marketing Strategy, Marketing, Product Development, Product Marketing, Strategic Leadership, Product Innovation, Account Management, Strategic Partnerships
Education
University of Colorado at Boulder 2001 — 2006
Bachelor's Degree, Evolutionary Biology, Astronomy/Astrophysics, Business (Minor)
Tom Sedens Tom Sedens's Sun Life Financial Experience September 2000 - September 2006
Job Ability Consultant at Edmonton Public Schools
Industry Primary/Secondary Education
Experience
Edmonton Public Schools August 2008 - Present
Edmonton Public Schools August 2008 - Present
Alberta School Employee Benefit Plan September 2006 - June 2008
Sun Life Financial September 2000 - September 2006
Skills
Disability Management, Claims Management, Public Speaking, Conflict Resolution, Workshop Facilitation, Case Managment, Social Media, Event Planning, Strategic Planning, Microsoft Office, Coaching, Public Relations, Editing, Media Relations, Team Leadership, Customer Service, Recruiting, Apple, iPhone, Leadership Development, Staff Development, Claim, Program Development, Case Management, Nonprofits, Training, Policy, Career Counseling, Fundraising, Organizational..., Volunteer Management
Education
University of Alberta 2005 — 2006
Supervisory Development Certificate
University of Alberta 1994 — 1997
B.Commerce, Statistics, Marketing, Psychology
Concordia University College of Alberta 1992 — 1994
Bachelor of Commerce Transfer Program
Edmonton Public Schools August 2008 - Present
Edmonton Public Schools August 2008 - Present
Alberta School Employee Benefit Plan September 2006 - June 2008
Sun Life Financial September 2000 - September 2006
Skills
Disability Management, Claims Management, Public Speaking, Conflict Resolution, Workshop Facilitation, Case Managment, Social Media, Event Planning, Strategic Planning, Microsoft Office, Coaching, Public Relations, Editing, Media Relations, Team Leadership, Customer Service, Recruiting, Apple, iPhone, Leadership Development, Staff Development, Claim, Program Development, Case Management, Nonprofits, Training, Policy, Career Counseling, Fundraising, Organizational..., Volunteer Management
Education
University of Alberta 2005 — 2006
Supervisory Development Certificate
University of Alberta 1994 — 1997
B.Commerce, Statistics, Marketing, Psychology
Concordia University College of Alberta 1992 — 1994
Bachelor of Commerce Transfer Program
Tyler Bergh's Sun Life Financial Experience January 2015 - Present
Job Director, Business Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial June 2004 - December 2014
Sun Life Financial April 2002 - June 2004
Skills
Group Benefits, Consultative Selling, Insurance, Account Management, Employee Benefits, Pensions, Health Insurance, Retirement, Disability Insurance, Critical Illness, Term Life Insurance, Retirement Planning, Life Insurance, Group Insurance, Fixed Annuities, Brokers, Selling, Sales, Relationship Management
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce (B.Com.), Risk Management and Insurance
Sun Life Financial January 2015 - Present
Sun Life Financial June 2004 - December 2014
Sun Life Financial April 2002 - June 2004
Skills
Group Benefits, Consultative Selling, Insurance, Account Management, Employee Benefits, Pensions, Health Insurance, Retirement, Disability Insurance, Critical Illness, Term Life Insurance, Retirement Planning, Life Insurance, Group Insurance, Fixed Annuities, Brokers, Selling, Sales, Relationship Management
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce (B.Com.), Risk Management and Insurance
Cristina Glynn's Sun Life Financial Experience June 2013 - Present
Job Client Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Warehouse Wine and Spirits October 2010 - January 2015
Sun Life Financial March 2011 - June 2013
Hardware Specialty January 2011 - March 2011
Starbucks Coffee Company April 2009 - March 2011
Sylvan Learning Centers April 2009 - December 2009
Valencia Community College January 2006 - April 2009
Skills
Sales, Leadership, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning
Education
Clark University 2009 — 2010
PhD., Econometrics and Spatial Analysis
University of Central Florida - College of Business Administration 2007 — 2008
BA, Economics
Valencia College 2005 — 2007
AA, General
Sun Life Financial June 2013 - Present
Warehouse Wine and Spirits October 2010 - January 2015
Sun Life Financial March 2011 - June 2013
Hardware Specialty January 2011 - March 2011
Starbucks Coffee Company April 2009 - March 2011
Sylvan Learning Centers April 2009 - December 2009
Valencia Community College January 2006 - April 2009
Skills
Sales, Leadership, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning
Education
Clark University 2009 — 2010
PhD., Econometrics and Spatial Analysis
University of Central Florida - College of Business Administration 2007 — 2008
BA, Economics
Valencia College 2005 — 2007
AA, General
Adam Lyall Adam Lyall's Sun Life Financial Experience March 2006 - July 2006
Job Experienced, Driven B2B Financial Solutions Wholesaler
Industry Financial Services
Experience
Resource Real Estate June 2014 - June 2015
KBS Capital Markets Group November 2012 - May 2014
KBS Capital Markets Group April 2012 - October 2012
KBS Capital Markets Group December 2011 - March 2012
Novus Investments May 2011 - December 2011
Steadfast Companies December 2009 - March 2011
Steadfast Capital Markets June 2009 - December 2009
Sun Life Financial March 2006 - July 2006
AIG/SunAmerica October 2000 - March 2005
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Variable Annuities, Financial Advisory, Investments, Business Development, Sales, Mutual Funds, Selling, Alternative Investments, 401k, Separately Managed..., Finance, Retirement Planning, Series 65, Asset Management
Education
University of California, Los Angeles 1994 — 1998
Economics
Acalanes High School
Resource Real Estate June 2014 - June 2015
KBS Capital Markets Group November 2012 - May 2014
KBS Capital Markets Group April 2012 - October 2012
KBS Capital Markets Group December 2011 - March 2012
Novus Investments May 2011 - December 2011
Steadfast Companies December 2009 - March 2011
Steadfast Capital Markets June 2009 - December 2009
Sun Life Financial March 2006 - July 2006
AIG/SunAmerica October 2000 - March 2005
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Variable Annuities, Financial Advisory, Investments, Business Development, Sales, Mutual Funds, Selling, Alternative Investments, 401k, Separately Managed..., Finance, Retirement Planning, Series 65, Asset Management
Education
University of California, Los Angeles 1994 — 1998
Economics
Acalanes High School
daniel feldman daniel feldman's Sun Life Financial Experience July 2010 - October 2013
Job Employee Benefits Group Representative at The Standard
Industry Financial Services
Experience
The Standard October 2013 - Present
Sun Life Financial July 2010 - October 2013
Skills
Insurance, Health Insurance, Health Savings Accounts, Account Management, Employee Benefits, Customer Service, Sales, Recruiting, Cold Calling, Sales Operations
Education
University of Arizona 2006 — 2010
Walter Johnson High School 2002 — 2006
The Standard October 2013 - Present
Sun Life Financial July 2010 - October 2013
Skills
Insurance, Health Insurance, Health Savings Accounts, Account Management, Employee Benefits, Customer Service, Sales, Recruiting, Cold Calling, Sales Operations
Education
University of Arizona 2006 — 2010
Walter Johnson High School 2002 — 2006
Cherylann Dorsey, APR Cherylann Dorsey, APR's Sun Life Financial Experience 2001 - 2003
Job Senior Manager, Internal Communications, Technology
Industry Marketing and Advertising
Experience
Thomson Reuters 2010 - Present
Group RCI October 2007 - May 2009
Deloitte Services LP 2005 - 2007
Deloitte Tax LLP 2004 - 2005
Sun Life Financial 2001 - 2003
American Heart Association 1997 - 2000
Volunteer Hampton Roads 1996 - 1998
Bank of Boston Connecticut 1993 - 1996
Skills
Strategic Communications, Internal Communications, Media Relations, Newsletters, Event Management, Strategy, Program Management, Event Planning, Change Management, Strategic Planning, Script-writing, Writing, Communications Planning
Education
University of Connecticut
BA, Journalism and Communications
Thomson Reuters 2010 - Present
Group RCI October 2007 - May 2009
Deloitte Services LP 2005 - 2007
Deloitte Tax LLP 2004 - 2005
Sun Life Financial 2001 - 2003
American Heart Association 1997 - 2000
Volunteer Hampton Roads 1996 - 1998
Bank of Boston Connecticut 1993 - 1996
Skills
Strategic Communications, Internal Communications, Media Relations, Newsletters, Event Management, Strategy, Program Management, Event Planning, Change Management, Strategic Planning, Script-writing, Writing, Communications Planning
Education
University of Connecticut
BA, Journalism and Communications
Sharon Vartanian Sharon Vartanian's Sun Life Financial Experience August 2007 - June 2012
Job Relationship Management | Employee Benefits | Strategic Planning | Employee Development | Product Development
Industry Financial Services
Experience
Beagles of New England States (B.O.N.E.S.) May 2009 - Present
Sun Life Financial August 2007 - June 2012
Sun Life Financial August 2005 - August 2007
Sun Life Financial August 1997 - May 2005
Aetna 1995 - 1997
Aetna 1985 - 1995
Skills
Team Leadership, Employee Benefits, Underwriting, Presenter, Business Relationship..., Insurance, Change Management, Group Life, International employee..., Brokers, Disability Insurance, Relationship Management, Life Insurance, Leadership, Management, Customer Service, Business Planning, Sales, Training, Finance, Selling, Investments, Executive Management, Health Insurance, Strategic Planning, Risk Management, Process Improvement
Education
The University of Connecticut 1974 — 1978
B.S., Child Development with a Psychology minor
Beagles of New England States (B.O.N.E.S.) May 2009 - Present
Sun Life Financial August 2007 - June 2012
Sun Life Financial August 2005 - August 2007
Sun Life Financial August 1997 - May 2005
Aetna 1995 - 1997
Aetna 1985 - 1995
Skills
Team Leadership, Employee Benefits, Underwriting, Presenter, Business Relationship..., Insurance, Change Management, Group Life, International employee..., Brokers, Disability Insurance, Relationship Management, Life Insurance, Leadership, Management, Customer Service, Business Planning, Sales, Training, Finance, Selling, Investments, Executive Management, Health Insurance, Strategic Planning, Risk Management, Process Improvement
Education
The University of Connecticut 1974 — 1978
B.S., Child Development with a Psychology minor
Chenglong (Calvin) Gong, CFA, FSA, CMT, Chenglong (Calvin) Gong, CFA, FSA, CMT,'s Sun Life Financial Experience 2004 - 2007
Job Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments 2012 - Present
Sun Capital Advisers 2010 - 2012
Sun Capital Advisers 2009 - 2010
Sun Capital Advisers 2007 - 2009
Sun Life Financial 2004 - 2007
Skills
Capital Markets, Investments, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Equity Capital Markets, FX, Interest Rate..., Equity Derivatives, Interest Rate Risk..., Interest Rate Swaps, Swaptions, Options, Options Strategies, Volatility, Volatility Arbitrage, Trading, Hedging, LDI, Technical Analysis, Market Analysis, Sentiment Analysis, Global Macro, Emerging Markets, Financial Modeling, Quantitative Analysis, Strategy Development, ALM, Actuarial Science, Bloomberg, Factset, FX Options, Investment Strategies, Derivatives
Education
University of Connecticut 2003 — 2004
M.S., Mathematics in actuarial science
Russell Investments 2012 - Present
Sun Capital Advisers 2010 - 2012
Sun Capital Advisers 2009 - 2010
Sun Capital Advisers 2007 - 2009
Sun Life Financial 2004 - 2007
Skills
Capital Markets, Investments, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Equity Capital Markets, FX, Interest Rate..., Equity Derivatives, Interest Rate Risk..., Interest Rate Swaps, Swaptions, Options, Options Strategies, Volatility, Volatility Arbitrage, Trading, Hedging, LDI, Technical Analysis, Market Analysis, Sentiment Analysis, Global Macro, Emerging Markets, Financial Modeling, Quantitative Analysis, Strategy Development, ALM, Actuarial Science, Bloomberg, Factset, FX Options, Investment Strategies, Derivatives
Education
University of Connecticut 2003 — 2004
M.S., Mathematics in actuarial science
David Januszewski David Januszewski's Sun Life Financial Experience May 2008 - November 2010
Job Systems Analyst at RSA Canada
Industry Insurance
Experience
Royal and Sun Alliance January 2015 - Present
Loblaw Companies Limited February 2013 - January 2015
Sun Life Financial May 2008 - November 2010
Skills
VBA, Actuarial Science, Microsoft Excel, SAS, Data Analysis, Financial Modeling, Risk Management, Financial Reporting, LaTeX, R Programming, Scenario Analysis, Statistical Modeling, Technical Writing, SQL, Linux, Analytics, R, Valuation
Education
University of Toronto
Master of Science (M.Sc.), Statistics
The University of Calgary
Bachelor of Science (B.Sc.(Hons)), Actuarial Science
Royal and Sun Alliance January 2015 - Present
Loblaw Companies Limited February 2013 - January 2015
Sun Life Financial May 2008 - November 2010
Skills
VBA, Actuarial Science, Microsoft Excel, SAS, Data Analysis, Financial Modeling, Risk Management, Financial Reporting, LaTeX, R Programming, Scenario Analysis, Statistical Modeling, Technical Writing, SQL, Linux, Analytics, R, Valuation
Education
University of Toronto
Master of Science (M.Sc.), Statistics
The University of Calgary
Bachelor of Science (B.Sc.(Hons)), Actuarial Science
Alexis Winter Alexis Winter's Sun Life Financial Experience 2005 - 2008
Job Making it in America
Industry Internet
Experience
LinkedIn January 2013 - Present
LinkedIn March 2011 - January 2013
OneWire December 2009 - December 2010
Careerbuilder.com April 2009 - December 2009
CareerBuilder.com July 2008 - April 2009
Sun Life Financial 2005 - 2008
Skills
Salesforce.com, Prospecting, Employer Branding, Sales Presentations, Presentation Development, Social Media, Analytics, Web Analytics, LinkedIn, Recruitment Advertising, Internet Recruiting, Talent Acquisition, SaaS, Territory Planning, Qualifying Prospects, Recruiting, Strategy, Enterprise Software, Business Networking, Social Networking, Management, Leadership, Social Media Marketing, Sales, Talent Management, Human Resources, Sales Operations, Email Marketing, Sourcing, New Business Development, Leadership Development, Training, Marketing, Business Development, Sales Process, Negotiation, Lead Generation, Management Consulting, Strategic Partnerships, Networking, CRM
Education
University of Delaware 1998 — 2004
Bachelors, French Language and Literature
Ocean City High School 1994 — 1998
LinkedIn January 2013 - Present
LinkedIn March 2011 - January 2013
OneWire December 2009 - December 2010
Careerbuilder.com April 2009 - December 2009
CareerBuilder.com July 2008 - April 2009
Sun Life Financial 2005 - 2008
Skills
Salesforce.com, Prospecting, Employer Branding, Sales Presentations, Presentation Development, Social Media, Analytics, Web Analytics, LinkedIn, Recruitment Advertising, Internet Recruiting, Talent Acquisition, SaaS, Territory Planning, Qualifying Prospects, Recruiting, Strategy, Enterprise Software, Business Networking, Social Networking, Management, Leadership, Social Media Marketing, Sales, Talent Management, Human Resources, Sales Operations, Email Marketing, Sourcing, New Business Development, Leadership Development, Training, Marketing, Business Development, Sales Process, Negotiation, Lead Generation, Management Consulting, Strategic Partnerships, Networking, CRM
Education
University of Delaware 1998 — 2004
Bachelors, French Language and Literature
Ocean City High School 1994 — 1998
David Byron, FSA, MAAA's Sun Life Financial Experience August 2008 - January 2010
Job
Industry Financial Services
Experience
Mercer June 2015 - Present
Blue Cross Blue Shield of Massachusetts March 2010 - April 2015
Sun Life Financial August 2008 - January 2010
Metropolitan Life Insurance Company September 2006 - August 2008
Aon Hewitt June 2005 - August 2006
Skills
Actuarial Science, Data Analysis, Financial Analysis, Healthcare, Health Insurance, Microsoft Office 2007, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, SAS, SQL, Statistics, VBA, Analysis
Education
The University of Connecticut
BA, Actuarial Science
Mercer June 2015 - Present
Blue Cross Blue Shield of Massachusetts March 2010 - April 2015
Sun Life Financial August 2008 - January 2010
Metropolitan Life Insurance Company September 2006 - August 2008
Aon Hewitt June 2005 - August 2006
Skills
Actuarial Science, Data Analysis, Financial Analysis, Healthcare, Health Insurance, Microsoft Office 2007, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, SAS, SQL, Statistics, VBA, Analysis
Education
The University of Connecticut
BA, Actuarial Science
Cheryl Holowienko's Sun Life Financial Experience August 2009 - August 2014
Job Currently on a career break traveling in Australia
Industry Financial Services
Experience
Sun Life Financial August 2009 - August 2014
PwC May 2008 - August 2008
Skills
Actuarial Science, Actuaries, Dental Products, Financial Modeling, Insurance, Microsoft Excel, VBA
Education
The University of Connecticut 2005 — 2009
BA, Actuarial Science
Sun Life Financial August 2009 - August 2014
PwC May 2008 - August 2008
Skills
Actuarial Science, Actuaries, Dental Products, Financial Modeling, Insurance, Microsoft Excel, VBA
Education
The University of Connecticut 2005 — 2009
BA, Actuarial Science
David Shirazi David Shirazi's Sun Life Financial Experience 2012 - 2012
Job Corporate Real Estate Consultant at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle 2013 - Present
Gibbons-White, Inc. 2013 - 2013
Sun Life Financial 2012 - 2012
Shirazi Benefits 2009 - 2012
Skills
Office Tenant..., Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Lease Options, Commercial Real Estate..., Commercial Real Estate..., Real Estate Transactions, Tenant Representation, Sales, Investments, Negotiation, Public Speaking, Customer Service, Leadership
Education
University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.), Finance
Jones Lang LaSalle 2013 - Present
Gibbons-White, Inc. 2013 - 2013
Sun Life Financial 2012 - 2012
Shirazi Benefits 2009 - 2012
Skills
Office Tenant..., Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Lease Options, Commercial Real Estate..., Commercial Real Estate..., Real Estate Transactions, Tenant Representation, Sales, Investments, Negotiation, Public Speaking, Customer Service, Leadership
Education
University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.), Finance
Shawn Kenny Shawn Kenny's Sun Life Financial Experience July 2005 - April 2007
Job President at Galway Real Estate Advisors Inc.
Industry Real Estate
Experience
Galway Real Estate Advisors Inc. April 2009 - Present
Bentall LP April 2007 - February 2009
Sun Life Financial July 2005 - April 2007
Skills
Real Estate, Due Diligence, Corporate Real Estate, Disposition, Investments, Real Estate Development, Negotiation, Acquisitions, Lease Negotiations, Market Analysis, Commercial Real Estate, Real Estate Economics, Financial Modeling, Land Acquisition, Real Estate Transactions, Contract Negotiation, Financial Analysis, Tenant Representation, Real Property, Location Intelligence, Leases
Education
University of Calgary 1983 — 1987
BA, Economics, Management
Galway Real Estate Advisors Inc. April 2009 - Present
Bentall LP April 2007 - February 2009
Sun Life Financial July 2005 - April 2007
Skills
Real Estate, Due Diligence, Corporate Real Estate, Disposition, Investments, Real Estate Development, Negotiation, Acquisitions, Lease Negotiations, Market Analysis, Commercial Real Estate, Real Estate Economics, Financial Modeling, Land Acquisition, Real Estate Transactions, Contract Negotiation, Financial Analysis, Tenant Representation, Real Property, Location Intelligence, Leases
Education
University of Calgary 1983 — 1987
BA, Economics, Management
Lori L. MacKay, CFA Lori L. MacKay, CFA's Sun Life Financial Experience January 1989 - December 1990
Job Vice President, Client Service/Business Development at Beutel, Goodman & Company Ltd.
Industry Investment Management
Experience
Beutel, Goodman & Company Ltd. April 2013 - Present
Legg Mason Canada October 2004 - March 2013
TD Asset Management July 1995 - September 2004
Sun Life Financial of Canada February 1993 - July 1995
Sun Life Financial of Canada January 1991 - January 1993
Sun Life Financial January 1989 - December 1990
Skills
Chartered Financial..., CFA, Investment Management, Securities, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Equities, Series 7, Trading, Fixed Income, Client Relations Skills, Financial Services, Private Equity, Hedge Funds, Wealth Management, Derivatives, Valuation
Education
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance
Beutel, Goodman & Company Ltd. April 2013 - Present
Legg Mason Canada October 2004 - March 2013
TD Asset Management July 1995 - September 2004
Sun Life Financial of Canada February 1993 - July 1995
Sun Life Financial of Canada January 1991 - January 1993
Sun Life Financial January 1989 - December 1990
Skills
Chartered Financial..., CFA, Investment Management, Securities, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Equities, Series 7, Trading, Fixed Income, Client Relations Skills, Financial Services, Private Equity, Hedge Funds, Wealth Management, Derivatives, Valuation
Education
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance
Josh Robertson Josh Robertson's Sun Life Financial Experience July 1998 - September 2002
Job Group Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2002 - Present
Sun Life Financial July 1998 - September 2002
Skills
Accident, Group Benefits, Dental, Disability Insurance, Critical Illness, Employee Benefits, Benefits, Life Insurance, Insurance, Term Life Insurance, Health Insurance, Dentistry, Underwriting, Benefits Administration, Group Insurance, 401k, Brokers, Voluntary Employee..., Long-term Care, Health Savings Accounts
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Risk Management & Insurance
Lincoln Financial Group September 2002 - Present
Sun Life Financial July 1998 - September 2002
Skills
Accident, Group Benefits, Dental, Disability Insurance, Critical Illness, Employee Benefits, Benefits, Life Insurance, Insurance, Term Life Insurance, Health Insurance, Dentistry, Underwriting, Benefits Administration, Group Insurance, 401k, Brokers, Voluntary Employee..., Long-term Care, Health Savings Accounts
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Risk Management & Insurance
Tom Bounty's Sun Life Financial Experience 2002 - 2004
Job Partner at Giordani, Swanger, Ripp & Phillips, LLP
Industry Financial Services
Experience
Giordani, Swanger, Ripp & Phillips, LLP March 2014 - Present
Zurich North America February 2013 - February 2014
MassMutual March 2004 - April 2012
Sun Life Financial 2002 - 2004
Aetna Life & Casualty June 1995 - January 2000
Skills
Disability Insurance, Insurance, Retirement, Leadership, Variable Annuities, Management, Corporate Law, Sales, Retirement Planning, Mutual Funds, Underwriting, Financial Services, Estate Planning, 401k, Investments
Education
University of Connecticut 1980 — 1982
JD, Law
Joel Barlow High
Giordani, Swanger, Ripp & Phillips, LLP March 2014 - Present
Zurich North America February 2013 - February 2014
MassMutual March 2004 - April 2012
Sun Life Financial 2002 - 2004
Aetna Life & Casualty June 1995 - January 2000
Skills
Disability Insurance, Insurance, Retirement, Leadership, Variable Annuities, Management, Corporate Law, Sales, Retirement Planning, Mutual Funds, Underwriting, Financial Services, Estate Planning, 401k, Investments
Education
University of Connecticut 1980 — 1982
JD, Law
Joel Barlow High
Don Moll Don Moll's Sun Life Financial Experience 2010 - 2012
Job Regional Account Manager, External Wholesaler at Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing Services April 2013 - Present
Sun Life Financial 2010 - 2012
PNC Investments 2010 - 2010
Colonial Bank 2009 - 2009
AIG SunAmerica 2006 - 2009
Trusco Capital Management (a division of SunTrust Bank) 2005 - 2006
Skills
Investments, Mutual Funds, Annuities, Financial Advisory, Retirement, Annuity
Education
University of Florida 1989 — 1995
Bachelor of Science, Economics
Annuity Marketing Services April 2013 - Present
Sun Life Financial 2010 - 2012
PNC Investments 2010 - 2010
Colonial Bank 2009 - 2009
AIG SunAmerica 2006 - 2009
Trusco Capital Management (a division of SunTrust Bank) 2005 - 2006
Skills
Investments, Mutual Funds, Annuities, Financial Advisory, Retirement, Annuity
Education
University of Florida 1989 — 1995
Bachelor of Science, Economics
Karen Hausman Karen Hausman's Sun Life Financial Experience 2006 - 2010
Job Director New Business/Case Management
Industry Insurance
Experience
The PenFacs Group December 2013 - Present
First American Insurance Underwriters August 2011 - November 2013
The Smith Companies, Ltd. October 2010 - August 2011
Sun Life Financial 2006 - 2010
State Farm Insurance 2001 - 2006
Prudential Insurance 2000 - 2001
State Farm Insurance 1997 - 2000
Maryland Insurance Group 1994 - 1996
Skills
Insurance, Underwriting, Claim, Property & Casualty..., Leadership, Life Insurance, Long-term Care, Training, Customer Service, Fixed Annuities, Access, Disability Insurance, Marketing, Time Management, Finance, Term Life Insurance, Retirement, Retirement Planning, Long Term Care Insurance, Brokers, Whole Life
Education
University of Colorado Colorado Springs 1988 — 1993
B.A., Communication
Cheyenne Mountain High School 1986 — 1988
The PenFacs Group December 2013 - Present
First American Insurance Underwriters August 2011 - November 2013
The Smith Companies, Ltd. October 2010 - August 2011
Sun Life Financial 2006 - 2010
State Farm Insurance 2001 - 2006
Prudential Insurance 2000 - 2001
State Farm Insurance 1997 - 2000
Maryland Insurance Group 1994 - 1996
Skills
Insurance, Underwriting, Claim, Property & Casualty..., Leadership, Life Insurance, Long-term Care, Training, Customer Service, Fixed Annuities, Access, Disability Insurance, Marketing, Time Management, Finance, Term Life Insurance, Retirement, Retirement Planning, Long Term Care Insurance, Brokers, Whole Life
Education
University of Colorado Colorado Springs 1988 — 1993
B.A., Communication
Cheyenne Mountain High School 1986 — 1988
Andrew W. Payne, CFP® Andrew W. Payne, CFP®'s Sun Life Financial Experience October 2008 - August 2011
Job First Vice President Wealth Management, Certified Financial Planner TM, Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management August 2011 - Present
Sun Life Financial October 2008 - August 2011
Education
Boston University 2010 — 2011
Financial Planning
University of Connecticut 2004 — 2008
General Studies, Business/Finance
UBS Wealth Management August 2011 - Present
Sun Life Financial October 2008 - August 2011
Education
Boston University 2010 — 2011
Financial Planning
University of Connecticut 2004 — 2008
General Studies, Business/Finance
Christin Lee's Sun Life Financial Experience June 2011 - July 2011
Job Student at University of California, San Diego
Industry
Experience
Chang-Gung University, Tao-Yuan,333, Taiwan August 2014 - September 2014
Morrison Academy August 2011 - June 2012
Morrison Academy August 2010 - June 2012
Biostatistics Consulting Center, School of Medicine, Chang Gung University July 2011 - August 2011
Sun Life Financial June 2011 - July 2011
CAMH June 2009 - August 2009
Skills
Microsoft Office, Matlab, SPSS (Statistical..., HTML, English language skills, Chinese language skills, Basic Accounting - Book..., SAS Programming
Education
University of California, San Diego 2012 — 2016
Bachelor's Degree, Mathematics and Economics
Chang-Gung University, Tao-Yuan,333, Taiwan August 2014 - September 2014
Morrison Academy August 2011 - June 2012
Morrison Academy August 2010 - June 2012
Biostatistics Consulting Center, School of Medicine, Chang Gung University July 2011 - August 2011
Sun Life Financial June 2011 - July 2011
CAMH June 2009 - August 2009
Skills
Microsoft Office, Matlab, SPSS (Statistical..., HTML, English language skills, Chinese language skills, Basic Accounting - Book..., SAS Programming
Education
University of California, San Diego 2012 — 2016
Bachelor's Degree, Mathematics and Economics
Lance King Lance King's Sun Life Financial Experience July 2012 - Present
Job Employee Group Benefits Sales Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2012 - Present
Complete Fire Protection May 2008 - May 2012
Skills
Microsoft Excel, Insurance, Investments, Financial Analysis, Research, Microsoft Office, Risk Management, Sales, Public Speaking, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance, Economics
Sun Life Financial July 2012 - Present
Complete Fire Protection May 2008 - May 2012
Skills
Microsoft Excel, Insurance, Investments, Financial Analysis, Research, Microsoft Office, Risk Management, Sales, Public Speaking, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance, Economics
Matthew Bogda Matthew Bogda's Sun Life Financial Experience March 2010 - October 2011
Job Senior Account Manager, Real Estate Lending
Industry Commercial Real Estate
Experience
Canadian Western Bank April 2012 - January 2014
Sun Life Financial March 2010 - October 2011
Canada ICI Capital Corporation 2007 - 2010
Grant MacEwan University 2004 - 2008
Canada ICI Capital Corporation 2005 - 2007
Skills
Commercial Real Estate..., Real Estate Financing, Commercial Mortgages, Strategic Negotiations, Team Leadership, Cross-functional Team..., Strategic Leadership, Credit Analysis, Credit Market, Commercial Loan..., Structured Financing, Mortgage Brokerage, Business Relationship..., Relationship Management, Mortgage Origination, Mortgage Administration, Risk Management, Financial Risk..., Sales Operations, Direct Sales, New Business Development, Market Research, Research, Business Analysis, Financial Analysis, Client Relationship..., Account Management, Key Account Management, Real Estate Development, Credit, Underwriting, Commercial Lending, Commercial Real Estate, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Finance, Investments, Refinance, Brokerage, Real Estate Economics
Education
University of Alberta 2000 — 2005
Bachelor of Science (B.Sc.), Biological Science - Minor in Business
Louis St. Laurent
Canadian Western Bank April 2012 - January 2014
Sun Life Financial March 2010 - October 2011
Canada ICI Capital Corporation 2007 - 2010
Grant MacEwan University 2004 - 2008
Canada ICI Capital Corporation 2005 - 2007
Skills
Commercial Real Estate..., Real Estate Financing, Commercial Mortgages, Strategic Negotiations, Team Leadership, Cross-functional Team..., Strategic Leadership, Credit Analysis, Credit Market, Commercial Loan..., Structured Financing, Mortgage Brokerage, Business Relationship..., Relationship Management, Mortgage Origination, Mortgage Administration, Risk Management, Financial Risk..., Sales Operations, Direct Sales, New Business Development, Market Research, Research, Business Analysis, Financial Analysis, Client Relationship..., Account Management, Key Account Management, Real Estate Development, Credit, Underwriting, Commercial Lending, Commercial Real Estate, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Finance, Investments, Refinance, Brokerage, Real Estate Economics
Education
University of Alberta 2000 — 2005
Bachelor of Science (B.Sc.), Biological Science - Minor in Business
Louis St. Laurent
Joshua Dorman's Sun Life Financial Experience 2008 - 2010
Job Health / Life / Afforable Care Act / And Employee Benefits Expert
Industry Insurance
Experience
Plastridge Agency Inc. March 2010 - Present
Sun Life Financial 2008 - 2010
Skills
Benefits Administration, Health Insurance, Employee Benefits, Insurance, Life Insurance, Umbrella Insurance, Workers Compensation, Property & Casualty..., Disability Insurance, Sales Management, Brokers, Term Life Insurance, General Insurance, Commercial Insurance, Licensed Property &..., Budgets, Customer Service, New Business Development, Fixed Annuities, Public Speaking, Small Business, Professional Liability, Underwriting, Financial Analysis, Liability
Education
University of Central Florida 2004 — 2008
Business
University of Central Florida 2004 — 2008
Business
Plastridge Agency Inc. March 2010 - Present
Sun Life Financial 2008 - 2010
Skills
Benefits Administration, Health Insurance, Employee Benefits, Insurance, Life Insurance, Umbrella Insurance, Workers Compensation, Property & Casualty..., Disability Insurance, Sales Management, Brokers, Term Life Insurance, General Insurance, Commercial Insurance, Licensed Property &..., Budgets, Customer Service, New Business Development, Fixed Annuities, Public Speaking, Small Business, Professional Liability, Underwriting, Financial Analysis, Liability
Education
University of Central Florida 2004 — 2008
Business
University of Central Florida 2004 — 2008
Business
Adrian Fung Adrian Fung's Sun Life Financial Experience May 1998 - January 2006
Job Regional Sales Manager Inmarket Sales Support at TD Bank Group
Industry Financial Services
Experience
TD Bank Group November 2014 - Present
TD Bank Group September 2011 - October 2014
Richmond Rapids Swim Club September 2011 - August 2014
TD Insurance February 2008 - September 2011
Richmond Kigoos Swim Club 2005 - 2010
FaithLife Financial February 2006 - January 2008
Sun Life Financial May 1998 - January 2006
MetLife January 1995 - May 1998
MetLife April 1993 - January 1995
Skills
Investments, Retail Banking, Recruitments, Sales Management, Coaching, Life Insurance, Personal Financial..., Critical Illness, Mutual Funds, Segregated Funds, Creditor Insurance, Disability Insurance, Credit, Credit Insurance, Credit Risk, Relationship Management, Sales, Banking, Wealth Management, Strategic Financial..., Financial Services, Mortgage Lending
Education
University of Nottingham 1987 — 1990
BEng, Production Engineering & Production Management
University of Calgary 1990 — 1992
MEng, Mechanical Engineering
Bedford School 1982 — 1987
High School
La Salle College 1980 — 1982
High School
TD Bank Group November 2014 - Present
TD Bank Group September 2011 - October 2014
Richmond Rapids Swim Club September 2011 - August 2014
TD Insurance February 2008 - September 2011
Richmond Kigoos Swim Club 2005 - 2010
FaithLife Financial February 2006 - January 2008
Sun Life Financial May 1998 - January 2006
MetLife January 1995 - May 1998
MetLife April 1993 - January 1995
Skills
Investments, Retail Banking, Recruitments, Sales Management, Coaching, Life Insurance, Personal Financial..., Critical Illness, Mutual Funds, Segregated Funds, Creditor Insurance, Disability Insurance, Credit, Credit Insurance, Credit Risk, Relationship Management, Sales, Banking, Wealth Management, Strategic Financial..., Financial Services, Mortgage Lending
Education
University of Nottingham 1987 — 1990
BEng, Production Engineering & Production Management
University of Calgary 1990 — 1992
MEng, Mechanical Engineering
Bedford School 1982 — 1987
High School
La Salle College 1980 — 1982
High School
William Hertz William Hertz's Sun Life Financial Experience March 1998 - Present
Job Senior Information Services Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 1998 - Present
DMR CONSULTING GROUP, INC. 1997 - 1998
Skills
Insurance, Windows, Business Analysis, Software Documentation, IT Management, Vendor Management, Troubleshooting, Team Building, Active Directory, Process Improvement, Change Management, Testing, Requirements Analysis, Management
Education
The University of Connecticut
BA, Cum Laude, Communications
Sun Life Financial March 1998 - Present
DMR CONSULTING GROUP, INC. 1997 - 1998
Skills
Insurance, Windows, Business Analysis, Software Documentation, IT Management, Vendor Management, Troubleshooting, Team Building, Active Directory, Process Improvement, Change Management, Testing, Requirements Analysis, Management
Education
The University of Connecticut
BA, Cum Laude, Communications
Janice Giroux's Sun Life Financial Experience June 2015 - Present
Job Financial Advisor at Sun Life Financial
Industry Management Consulting
Experience
Sun Life Financial June 2015 - Present
Selkirk Signs Calgary Ltd. 2013 - 2014
iVolo Inc. 2006 - 2011
RxWave International Inc. 2004 - 2005
Wi-LAN 1999 - 2004
Skills
Business Planning, Competitive Analysis, Contract Management, Start-ups, Corporate Development, Strategic Planning, Negotiation, Management, Telecommunications, Project Planning, Business Strategy, Mergers, Marketing, Wireless, Product Marketing, Strategic Partnerships, Marketing Strategy, Marketing Communications, Business Development, Project Management, Contract Negotiation, International Sales, Strategy, Product Management, Cross-functional Team..., Management Consulting, Program Management, Change Management, Product Development, Business Analysis, Business Process..., CRM, New Business Development, Entrepreneurship, Team Leadership, Team Building, Integration, Go-to-market Strategy, Mobile Devices, Executive Management, Leadership Development, Finance, Sales, Mobile Technology, Sales Operations, Budgets, Organizational..., Mergers, Mergers & Acquisitions
Education
University of Calgary 1997 — 1999
Bachelor’s Degree, Commerce, Operations, With Distinction
Sun Life Financial June 2015 - Present
Selkirk Signs Calgary Ltd. 2013 - 2014
iVolo Inc. 2006 - 2011
RxWave International Inc. 2004 - 2005
Wi-LAN 1999 - 2004
Skills
Business Planning, Competitive Analysis, Contract Management, Start-ups, Corporate Development, Strategic Planning, Negotiation, Management, Telecommunications, Project Planning, Business Strategy, Mergers, Marketing, Wireless, Product Marketing, Strategic Partnerships, Marketing Strategy, Marketing Communications, Business Development, Project Management, Contract Negotiation, International Sales, Strategy, Product Management, Cross-functional Team..., Management Consulting, Program Management, Change Management, Product Development, Business Analysis, Business Process..., CRM, New Business Development, Entrepreneurship, Team Leadership, Team Building, Integration, Go-to-market Strategy, Mobile Devices, Executive Management, Leadership Development, Finance, Sales, Mobile Technology, Sales Operations, Budgets, Organizational..., Mergers, Mergers & Acquisitions
Education
University of Calgary 1997 — 1999
Bachelor’s Degree, Commerce, Operations, With Distinction
Charles Boansi's Sun Life Financial Experience September 2011 - Present
Job Sr. LTD Benefits Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2011 - Present
ISGN October 2010 - March 2011
UComm: University of Connecticut Communications May 2010 - August 2010
Skills
Microsoft Office, Insurance, Analysis, PowerPoint, Microsoft Excel, Data Analysis, Customer Service, Employee Benefits, Access, Research, Management, Outlook, Microsoft Word, Software Documentation, Accounting, Editing, Financial Analysis, Public Speaking, Leadership, Risk Management, Forecasting, Expense Management, Medical Records
Education
The University of Connecticut 2006 — 2010
Bachelor, Economics
Sun Life Financial September 2011 - Present
ISGN October 2010 - March 2011
UComm: University of Connecticut Communications May 2010 - August 2010
Skills
Microsoft Office, Insurance, Analysis, PowerPoint, Microsoft Excel, Data Analysis, Customer Service, Employee Benefits, Access, Research, Management, Outlook, Microsoft Word, Software Documentation, Accounting, Editing, Financial Analysis, Public Speaking, Leadership, Risk Management, Forecasting, Expense Management, Medical Records
Education
The University of Connecticut 2006 — 2010
Bachelor, Economics
Brian O'Mara's Sun Life Financial Experience April 2008 - October 2010
Job VP, Distribution Consulting; Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management October 2010 - Present
Sun Life Financial April 2008 - October 2010
Interbay Funding November 2006 - April 2008
HSBC Mortgage Services June 2003 - November 2006
Skills
Mutual Funds, Management, Business Development, Series 7, Finance
Education
University of Cincinnati 1990 — 1995
BBA, Marketing/Management
Natixis Global Asset Management October 2010 - Present
Sun Life Financial April 2008 - October 2010
Interbay Funding November 2006 - April 2008
HSBC Mortgage Services June 2003 - November 2006
Skills
Mutual Funds, Management, Business Development, Series 7, Finance
Education
University of Cincinnati 1990 — 1995
BBA, Marketing/Management
Will Newton Will Newton's Sun Life Financial Experience January 2000 - August 2001
Job
Industry Computer Software
Experience
Agencyport Software July 2015 - Present
Agencyport Software July 2009 - June 2015
Agencyport Software April 2007 - June 2009
Digitas Inc July 2006 - April 2007
Hyland, creator of OnBase August 2005 - June 2006
Arbella Insurance Group March 2004 - July 2005
Disability Management Services, Inc. August 2001 - March 2004
Sun Life Financial January 2000 - August 2001
Skills
Cross-functional Team..., Requirements Gathering, Requirements Analysis, Agile Methodologies, Business Analysis, Software Project..., Integration, SharePoint, Software Development, Program Management, Team Leadership, Sales Process, Client Liaison, Contract Management, Project Management, Enterprise Architecture, Process Improvement, Software Documentation, Analysis, Testing, Management, Business Requirements, Leadership
Education
University of Delaware 1994 — 1999
BA, History
Concord Carlisle High School
ScrumAlliance
Certified Scrum Master
Agencyport Software July 2015 - Present
Agencyport Software July 2009 - June 2015
Agencyport Software April 2007 - June 2009
Digitas Inc July 2006 - April 2007
Hyland, creator of OnBase August 2005 - June 2006
Arbella Insurance Group March 2004 - July 2005
Disability Management Services, Inc. August 2001 - March 2004
Sun Life Financial January 2000 - August 2001
Skills
Cross-functional Team..., Requirements Gathering, Requirements Analysis, Agile Methodologies, Business Analysis, Software Project..., Integration, SharePoint, Software Development, Program Management, Team Leadership, Sales Process, Client Liaison, Contract Management, Project Management, Enterprise Architecture, Process Improvement, Software Documentation, Analysis, Testing, Management, Business Requirements, Leadership
Education
University of Delaware 1994 — 1999
BA, History
Concord Carlisle High School
ScrumAlliance
Certified Scrum Master
Julie Bellot Julie Bellot's Sun Life Financial Experience October 2014 - Present
Job Program Manager, Market Development, Group Benefits at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial September 2010 - September 2014
Infinite Media March 2007 - January 2008
Chase Paymentech March 2005 - December 2005
Hotel and Catering Training Company August 1999 - January 2005
Skills
Internal Communications, Digital Marketing, Marketing Communications, Project Management, Web Content, Integrated Marketing, Editing, Marketing, Corporate Communications, Strategic Communications, Marketing Strategy, Online Marketing, Online Advertising, Content Management, Copywriting
Education
Chartered Institute of Marketing 2000 — 2001
Post graduate, Advanced Certificate in Marketing
University of East London 1996 — 1999
Honours, Linguistics with Spanish
Sun Life Financial October 2014 - Present
Sun Life Financial September 2010 - September 2014
Infinite Media March 2007 - January 2008
Chase Paymentech March 2005 - December 2005
Hotel and Catering Training Company August 1999 - January 2005
Skills
Internal Communications, Digital Marketing, Marketing Communications, Project Management, Web Content, Integrated Marketing, Editing, Marketing, Corporate Communications, Strategic Communications, Marketing Strategy, Online Marketing, Online Advertising, Content Management, Copywriting
Education
Chartered Institute of Marketing 2000 — 2001
Post graduate, Advanced Certificate in Marketing
University of East London 1996 — 1999
Honours, Linguistics with Spanish
Afnaan Amin Afnaan Amin's Sun Life Financial Experience January 2014 - Present
Job Manager, Client Services at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial November 2013 - January 2014
Olympia Trust Company June 2010 - October 2013
TELUS February 2007 - September 2010
University of Calgary January 2009 - April 2010
Skills
Technical Analysis, Currency, FX Derivatives, Derivatives, Hedging, Commodity, FX trading, Foreign Exchange, Trading, FX Options, Financial Risk, Financial Markets, Options, Investments
Education
The University of Calgary
B.Comm, Finance
Sun Life Financial January 2014 - Present
Sun Life Financial November 2013 - January 2014
Olympia Trust Company June 2010 - October 2013
TELUS February 2007 - September 2010
University of Calgary January 2009 - April 2010
Skills
Technical Analysis, Currency, FX Derivatives, Derivatives, Hedging, Commodity, FX trading, Foreign Exchange, Trading, FX Options, Financial Risk, Financial Markets, Options, Investments
Education
The University of Calgary
B.Comm, Finance
DAVID TEMPLIN, CFP® DAVID TEMPLIN, CFP®'s Sun Life Financial Experience December 2008 - December 2011
Job Senior Regional Vice President at AXA Distributors, LLC
Industry Financial Services
Experience
AXA Distributors February 2015 - Present
AXA Distributors, LLC February 2013 - Present
Fifth Third Bank February 2012 - February 2013
Sun Life Financial December 2008 - December 2011
The Hartford June 2007 - December 2008
Wachovia Securities January 1998 - June 2007
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 7, Retirement, Life Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Insurance, Estate Planning, Long-term Care, Investments, 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, ETFs, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Health Insurance, High Net Worth..., IRAs, Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Mortgage Lending, Pensions, Portfolio Management, Relationship Management, Securities, Series 24, Series 6, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Uniform Combined State..., Variable Annuities, Wealth
Education
University of Central Oklahoma 1971 — 1974
Bachelor of Science, Business Administration, Marketing
AXA Distributors February 2015 - Present
AXA Distributors, LLC February 2013 - Present
Fifth Third Bank February 2012 - February 2013
Sun Life Financial December 2008 - December 2011
The Hartford June 2007 - December 2008
Wachovia Securities January 1998 - June 2007
Skills
Series 63, Retirement Planning, Fixed Annuities, Series 7, Retirement, Life Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Insurance, Estate Planning, Long-term Care, Investments, 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, ETFs, Employee Benefits, Equities, FINRA, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Health Insurance, High Net Worth..., IRAs, Investment Advisory, Investment Management, Investment Strategies, Long Term Care Insurance, Mortgage Lending, Pensions, Portfolio Management, Relationship Management, Securities, Series 24, Series 6, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Uniform Combined State..., Variable Annuities, Wealth
Education
University of Central Oklahoma 1971 — 1974
Bachelor of Science, Business Administration, Marketing
Mahendra Munidasa Mahendra Munidasa's Sun Life Financial Experience January 2015 - Present
Job
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
CIBC June 2011 - December 2014
CIBC June 2008 - June 2011
Metso Automation September 1997 - May 2008
University of Toronto July 1989 - August 1997
Education
Wayne State University 1982 — 1988
Ph.D., Applied Physics
University of Colombo 1976 — 1980
B.Sc., Physics
Royal College, Colombo 1962 — 1975
JK to Grade 12 (G.C.E. Advanced Level)
Sun Life Financial January 2015 - Present
CIBC June 2011 - December 2014
CIBC June 2008 - June 2011
Metso Automation September 1997 - May 2008
University of Toronto July 1989 - August 1997
Education
Wayne State University 1982 — 1988
Ph.D., Applied Physics
University of Colombo 1976 — 1980
B.Sc., Physics
Royal College, Colombo 1962 — 1975
JK to Grade 12 (G.C.E. Advanced Level)
Abby Karoutas's Sun Life Financial Experience August 2013 - Present
Job Senior LTD Claims Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Sykas Law Office February 2009 - Present
Legislative Solutions January 2011 - July 2013
Havenwood-Heritage Heights December 2005 - January 2009
Soule, Leslie, Kidder, Sayward & Loughman, PA 2004 - 2005
Devine, Millimet & Branch, PA 2001 - 2004
Skills
Legal Writing, Corporate Law, Employment Law, Land Use Law, Election Law, Mergers & Acquisitions, Corporate Governance, Non-profit Boards, Municipal Law, Landlord Tenant Disputes, Legal Research, Employment..., Legislative Relations, Political Campaigns, Government, Legislation, Courts, Civil Litigation, Litigation, Legal Advice, Administrative Law, Public Policy, Legal Issues, Land Use, Commercial Litigation, Litigation Management, Mediation, Appeals
Education
Vermont Law School 1998 — 2001
JD
The University of Connecticut 1994 — 1998
BA, Political Science and Government
Sun Life Financial August 2013 - Present
Sykas Law Office February 2009 - Present
Legislative Solutions January 2011 - July 2013
Havenwood-Heritage Heights December 2005 - January 2009
Soule, Leslie, Kidder, Sayward & Loughman, PA 2004 - 2005
Devine, Millimet & Branch, PA 2001 - 2004
Skills
Legal Writing, Corporate Law, Employment Law, Land Use Law, Election Law, Mergers & Acquisitions, Corporate Governance, Non-profit Boards, Municipal Law, Landlord Tenant Disputes, Legal Research, Employment..., Legislative Relations, Political Campaigns, Government, Legislation, Courts, Civil Litigation, Litigation, Legal Advice, Administrative Law, Public Policy, Legal Issues, Land Use, Commercial Litigation, Litigation Management, Mediation, Appeals
Education
Vermont Law School 1998 — 2001
JD
The University of Connecticut 1994 — 1998
BA, Political Science and Government
Bill Lin Bill Lin's Sun Life Financial Experience October 2009 - May 2011
Job Sr. ETL Consultant at Ontario Ministry of Health and LongTerm Care
Industry Information Technology and Services
Experience
Ontario Ministry of Health and Long-Term Care December 2014 - Present
Rogers Communications May 2013 - December 2014
Cancer Care Ontario August 2012 - April 2013
Intuit February 2012 - July 2012
Cancer Care Ontario May 2011 - January 2012
Sun Life Financial October 2009 - May 2011
ENMAX July 2010 - September 2010
Scotiabank May 2009 - October 2009
EDS Canada June 2008 - May 2009
EDS 2008 - May 2009
Skills
Erwin, Data Warehousing, Informatica, ETL, Data Warehouse..., Data Modeling, Teradata, Dimensional Modeling, Data Marts, Business Intelligence, Cognos, DB2, Microstrategy, Data Integration, OLAP, PL/SQL, Business Objects, SSIS, Data Quality, SSRS, Unix, T-SQL, SQL Server, Visio, Business Analysis, SQL, Datastage, Business Intelligence..., Master Data Management, Database Development, Shell Scripting, COBOL, Data Analysis, Data Management, Dashboards, Oracle, Microsoft SQL Server, Database Design, Databases, SDLC, Performance Tuning, Data Migration, Unix Shell Scripting, Requirements Gathering, Systems Analysis, Crystal Reports, Sybase, Data Architecture, Analysis Services, SQL Tuning
Education
University of Electronic Science and Technology 1984 — 1988
Bachelor of Engineering (B.Eng.)
Ontario Ministry of Health and Long-Term Care December 2014 - Present
Rogers Communications May 2013 - December 2014
Cancer Care Ontario August 2012 - April 2013
Intuit February 2012 - July 2012
Cancer Care Ontario May 2011 - January 2012
Sun Life Financial October 2009 - May 2011
ENMAX July 2010 - September 2010
Scotiabank May 2009 - October 2009
EDS Canada June 2008 - May 2009
EDS 2008 - May 2009
Skills
Erwin, Data Warehousing, Informatica, ETL, Data Warehouse..., Data Modeling, Teradata, Dimensional Modeling, Data Marts, Business Intelligence, Cognos, DB2, Microstrategy, Data Integration, OLAP, PL/SQL, Business Objects, SSIS, Data Quality, SSRS, Unix, T-SQL, SQL Server, Visio, Business Analysis, SQL, Datastage, Business Intelligence..., Master Data Management, Database Development, Shell Scripting, COBOL, Data Analysis, Data Management, Dashboards, Oracle, Microsoft SQL Server, Database Design, Databases, SDLC, Performance Tuning, Data Migration, Unix Shell Scripting, Requirements Gathering, Systems Analysis, Crystal Reports, Sybase, Data Architecture, Analysis Services, SQL Tuning
Education
University of Electronic Science and Technology 1984 — 1988
Bachelor of Engineering (B.Eng.)
Alexandra Dubois Alexandra Dubois's Sun Life Financial Experience October 2009 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2009 - Present
Mercer Investment Consulting October 2007 - October 2009
RBC Royal Bank 2006 - 2007
The Fairmont Banff Springs 1999 - 2003
Skills
Investments, Pensions, Mutual Funds
Education
University of Calgary 2002 — 2006
BComm, Finance, Risk Management & Insurance
Sun Life Financial October 2009 - Present
Mercer Investment Consulting October 2007 - October 2009
RBC Royal Bank 2006 - 2007
The Fairmont Banff Springs 1999 - 2003
Skills
Investments, Pensions, Mutual Funds
Education
University of Calgary 2002 — 2006
BComm, Finance, Risk Management & Insurance
Dawn McDermott Dawn McDermott's Sun Life Financial Experience May 2004 - Present
Job Marketing Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Brian Boutwell Brian Boutwell's Sun Life Financial Experience April 2010 - April 2015
Job Regional Director at Munich Re Stop Loss, Inc.
Industry Insurance
Experience
Munich Re Stop Loss, Inc. April 2015 - Present
Sun Life Financial April 2010 - April 2015
Sun Life Financial April 2004 - April 2010
Sun Life Financial June 2000 - April 2004
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Dentistry, Stop Loss, Health Savings Accounts, Life Insurance, Health Insurance, Consulting, Solution Selling, Strategic Planning, Managing Accounts, Underwriting, Brokers, Critical Illness, Insurance, Group Benefits, Managed Care, Accident, Claim, COBRA, Retirement, ERISA, Dental, Mentoring
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Risk Management/Insurance
Effingham County High School 1995 — 1996
Walton High School 1992 — 1995
Munich Re Stop Loss, Inc. April 2015 - Present
Sun Life Financial April 2010 - April 2015
Sun Life Financial April 2004 - April 2010
Sun Life Financial June 2000 - April 2004
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Dentistry, Stop Loss, Health Savings Accounts, Life Insurance, Health Insurance, Consulting, Solution Selling, Strategic Planning, Managing Accounts, Underwriting, Brokers, Critical Illness, Insurance, Group Benefits, Managed Care, Accident, Claim, COBRA, Retirement, ERISA, Dental, Mentoring
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Risk Management/Insurance
Effingham County High School 1995 — 1996
Walton High School 1992 — 1995
Candice Weiss Candice Weiss's Sun Life Financial Experience June 2015 - August 2015
Job Student at the University of Connecticut
Industry Insurance
Experience
Resdential Life August 2015 - Present
University of Connecticut August 2014 - Present
Sun Life Financial June 2015 - August 2015
Center for Students with Disablities (UConn) October 2013 - April 2015
Youth Agency Latchkey June 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts, Mathematics - Actuarial Science - Finance, Senior
New Milford High School 2008 — 2012
Resdential Life August 2015 - Present
University of Connecticut August 2014 - Present
Sun Life Financial June 2015 - August 2015
Center for Students with Disablities (UConn) October 2013 - April 2015
Youth Agency Latchkey June 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts, Mathematics - Actuarial Science - Finance, Senior
New Milford High School 2008 — 2012
Courtney L. (Jardine) DeLuca Courtney L. (Jardine) DeLuca's Sun Life Financial Experience February 2009 - March 2012
Job Director of Business Administration at Longboard Asset Management, LLC
Industry Financial Services
Experience
Longboard Asset Management March 2012 - Present
Sun Life Financial February 2009 - March 2012
Sun Life Financial August 2006 - February 2009
Sun Life Financial October 2005 - August 2006
Skills
Project Management, Mutual Funds, Variable Annuities, Series 63, Life Insurance, Series 6, Asset Management, Management, Long-term Care, Retirement Planning, Wealth Management, Retirement, Insurance, FINRA, Investments, Sales
Education
University of Florida 2004 — 2005
Master of Science in Business Administration, Concentration: Management
University of Florida 2000 — 2004
Bachelor of Arts, Bachelor of Arts, Philosophy, and the Ancient Civilizations track of Classical Studies
Longboard Asset Management March 2012 - Present
Sun Life Financial February 2009 - March 2012
Sun Life Financial August 2006 - February 2009
Sun Life Financial October 2005 - August 2006
Skills
Project Management, Mutual Funds, Variable Annuities, Series 63, Life Insurance, Series 6, Asset Management, Management, Long-term Care, Retirement Planning, Wealth Management, Retirement, Insurance, FINRA, Investments, Sales
Education
University of Florida 2004 — 2005
Master of Science in Business Administration, Concentration: Management
University of Florida 2000 — 2004
Bachelor of Arts, Bachelor of Arts, Philosophy, and the Ancient Civilizations track of Classical Studies
Rick Arreola Rick Arreola's Sun Life Financial Experience June 2006 - December 2011
Job Vice President at Transamerica
Industry Financial Services
Experience
Transamerica May 2012 - Present
Sun Life Financial June 2006 - December 2011
Education
University of Arizona 1988 — 1993
Transamerica May 2012 - Present
Sun Life Financial June 2006 - December 2011
Education
University of Arizona 1988 — 1993
Anna Kravchinsky's Sun Life Financial Experience June 2009 - February 2010
Job Office manager, Remax Excellence Rental Advisors
Industry Real Estate
Experience
Rental Advisors February 2013 - August 2015
Enterprise Rent-A-Car June 2011 - January 2013
Mobilicity December 2010 - November 2011
Mosaic Sales Solutions March 2008 - September 2011
Inventa May 2008 - May 2011
The Home Depot April 2010 - August 2010
Sun Life Financial June 2009 - February 2010
Skills
Sales, Marketing, Retail, Microsoft Excel, Customer Service, Merchandising, Market Research, Advertising, Human Resources, Management, Rentals, Property Management, Employee Training, Training, Social Media Marketing, Recruiting, Interviews, Social Networking, Account Management, Customer Satisfaction, Selling, Data Entry
Education
2006-2011 University of Alberta Edmonton 2006 — 2011
Bachelor of Commerce (B.Com.)
University of Alberta 2006 — 2011
Bachelor's Degree, Marketing Major and Economics Minor
2003-2006Harry Ainlay High School 2003 — 2006
High School, Bilingual High School Diploma (Partial International Baccalaureate)
Rental Advisors February 2013 - August 2015
Enterprise Rent-A-Car June 2011 - January 2013
Mobilicity December 2010 - November 2011
Mosaic Sales Solutions March 2008 - September 2011
Inventa May 2008 - May 2011
The Home Depot April 2010 - August 2010
Sun Life Financial June 2009 - February 2010
Skills
Sales, Marketing, Retail, Microsoft Excel, Customer Service, Merchandising, Market Research, Advertising, Human Resources, Management, Rentals, Property Management, Employee Training, Training, Social Media Marketing, Recruiting, Interviews, Social Networking, Account Management, Customer Satisfaction, Selling, Data Entry
Education
2006-2011 University of Alberta Edmonton 2006 — 2011
Bachelor of Commerce (B.Com.)
University of Alberta 2006 — 2011
Bachelor's Degree, Marketing Major and Economics Minor
2003-2006Harry Ainlay High School 2003 — 2006
High School, Bilingual High School Diploma (Partial International Baccalaureate)
Kate Kisiler Kate Kisiler's Sun Life Financial Experience October 2008 - February 2009
Job Independent Consultant Project Management
Industry Financial Services
Experience
RBC August 2014 - Present
TD Wealth Management December 2013 - August 2014
BMO Human Resources, Institute for Learning (IFL) October 2012 - October 2013
BMO Private Client Group (PCG) March 2011 - December 2012
TD April 2009 - October 2010
Sun Life Financial October 2008 - February 2009
BMO Financial Group June 2007 - August 2007
BMO Technology & Operations June 2006 - June 2007
BMO Financial Group September 2005 - May 2006
BMO Mutual Funds September 2004 - June 2005
Skills
SDLC, Business Analysis, Risk Management, Requirements Analysis, Process Improvement, Project Management, Management, Leadership, Banking, Training, Strategic Planning, Business Requirements, Team Building, Financial Services, User Acceptance Testing, Business Transformation, Integration
Education
Canadian Securities Institute 1994 — 1994
CSC
Institute of Canadian Bankers 1992 — 1992
IFIC
University of Alberta 1984 — 1988
B Comm, Marketing, Finance
RBC August 2014 - Present
TD Wealth Management December 2013 - August 2014
BMO Human Resources, Institute for Learning (IFL) October 2012 - October 2013
BMO Private Client Group (PCG) March 2011 - December 2012
TD April 2009 - October 2010
Sun Life Financial October 2008 - February 2009
BMO Financial Group June 2007 - August 2007
BMO Technology & Operations June 2006 - June 2007
BMO Financial Group September 2005 - May 2006
BMO Mutual Funds September 2004 - June 2005
Skills
SDLC, Business Analysis, Risk Management, Requirements Analysis, Process Improvement, Project Management, Management, Leadership, Banking, Training, Strategic Planning, Business Requirements, Team Building, Financial Services, User Acceptance Testing, Business Transformation, Integration
Education
Canadian Securities Institute 1994 — 1994
CSC
Institute of Canadian Bankers 1992 — 1992
IFIC
University of Alberta 1984 — 1988
B Comm, Marketing, Finance
Brittany Patschak Brittany Patschak's Sun Life Financial Experience June 2007 - April 2008
Job Actuarial Analyst
Industry Insurance
Experience
ASI™ March 2015 - Present
Universal North America March 2011 - March 2015
John Lindsay State Farm Agency November 2009 - February 2011
Walkersville High School May 2008 - February 2011
American Pool Enterprises, Inc May 2010 - September 2010
XL Insurance May 2008 - May 2009
University of Connecticut Athletic Communications 2005 - 2009
Sun Life Financial June 2007 - April 2008
Uconn Women's Ice Hockey Club 2007 - 2008
Skills
Insurance, Actuarial Science, Risk Management, Underwriting, Analysis, Data Analysis, Microsoft Office, Real Estate, Customer Service, Product Development, Management, Employee Benefits, General Insurance, Property & Casualty..., Life Insurance, Microsoft Excel, Team Building
Education
Florida State University - College of Business 2012 — 2015
Master of Science (MS), Risk Management
University of Connecticut 2005 — 2009
B.A., Actuarial Science
ASI™ March 2015 - Present
Universal North America March 2011 - March 2015
John Lindsay State Farm Agency November 2009 - February 2011
Walkersville High School May 2008 - February 2011
American Pool Enterprises, Inc May 2010 - September 2010
XL Insurance May 2008 - May 2009
University of Connecticut Athletic Communications 2005 - 2009
Sun Life Financial June 2007 - April 2008
Uconn Women's Ice Hockey Club 2007 - 2008
Skills
Insurance, Actuarial Science, Risk Management, Underwriting, Analysis, Data Analysis, Microsoft Office, Real Estate, Customer Service, Product Development, Management, Employee Benefits, General Insurance, Property & Casualty..., Life Insurance, Microsoft Excel, Team Building
Education
Florida State University - College of Business 2012 — 2015
Master of Science (MS), Risk Management
University of Connecticut 2005 — 2009
B.A., Actuarial Science
Nate McFall Nate McFall's Sun Life Financial Experience September 2013 - July 2014
Job Account Executive, Select Market at Namely
Industry Financial Services
Experience
Namely April 2015 - Present
Mutual of Omaha August 2014 - April 2015
Sun Life Financial September 2013 - July 2014
Lovitt & Touché, Inc. July 2012 - August 2013
Mutual of Omaha July 2006 - July 2012
Lincoln Financial Group December 2004 - July 2006
MetLife June 2002 - December 2004
Skills
Employee Benefits, Group Insurance, Ancillary Benefits, Voluntary Employee..., Disability Insurance, Term Life Insurance, Health Insurance, Stop Loss, Self-Funded Medical, Consultative Sales..., Worksite Benefits, Strategic Selling, Brokers, Life & Health Insurance..., Strategic Partnerships, New Business Development, Business Development, Sales Process, Health Care Reform, Key Account Management, COBRA, Underwriting, Insurance, Sales Presentations, Critical Illness, Accident, CRM, Life Insurance, Sales, Leadership, Benefits Administration
Education
University of Arizona 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Southern California 1997 — 1998
Salpointe Catholic High School 1993 — 1997
Namely April 2015 - Present
Mutual of Omaha August 2014 - April 2015
Sun Life Financial September 2013 - July 2014
Lovitt & Touché, Inc. July 2012 - August 2013
Mutual of Omaha July 2006 - July 2012
Lincoln Financial Group December 2004 - July 2006
MetLife June 2002 - December 2004
Skills
Employee Benefits, Group Insurance, Ancillary Benefits, Voluntary Employee..., Disability Insurance, Term Life Insurance, Health Insurance, Stop Loss, Self-Funded Medical, Consultative Sales..., Worksite Benefits, Strategic Selling, Brokers, Life & Health Insurance..., Strategic Partnerships, New Business Development, Business Development, Sales Process, Health Care Reform, Key Account Management, COBRA, Underwriting, Insurance, Sales Presentations, Critical Illness, Accident, CRM, Life Insurance, Sales, Leadership, Benefits Administration
Education
University of Arizona 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Southern California 1997 — 1998
Salpointe Catholic High School 1993 — 1997
Adam Freedman Adam Freedman's Sun Life Financial Experience July 2010 - September 2012
Job Assistant Vice President at RealtyMogul.com
Industry Real Estate
Experience
RealtyMogul.com June 2015 - Present
RealtyMogul.com July 2014 - June 2015
Karlin Real Estate November 2012 - June 2014
Sun Life Financial July 2010 - September 2012
Formations, LLC November 2008 - May 2009
IPS Strategic Capital June 2008 - August 2008
Sweet Tomatoes Neapolitan Restaurant August 2002 - May 2008
Skills
Financial Analysis, Investments, Due Diligence, Portfolio Management, Risk Management, Valuation, Financial Modeling, Economics, Finance, Data Analysis, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Asset Managment, Argus Modeling, Asset Management, Market Research, Mergers
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (B.S.), Business Administration with an emphasis in Finance
RealtyMogul.com June 2015 - Present
RealtyMogul.com July 2014 - June 2015
Karlin Real Estate November 2012 - June 2014
Sun Life Financial July 2010 - September 2012
Formations, LLC November 2008 - May 2009
IPS Strategic Capital June 2008 - August 2008
Sweet Tomatoes Neapolitan Restaurant August 2002 - May 2008
Skills
Financial Analysis, Investments, Due Diligence, Portfolio Management, Risk Management, Valuation, Financial Modeling, Economics, Finance, Data Analysis, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Asset Managment, Argus Modeling, Asset Management, Market Research, Mergers
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (B.S.), Business Administration with an emphasis in Finance
Christopher Louis Christopher Louis's Sun Life Financial Experience June 2013 - Present
Job Employee Benefits at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Cintas May 2010 - June 2013
California FIrst National Bancorp July 2008 - September 2009
El Charro Restaurant January 2006 - March 2008
Skills
Sales, Cold Calling, Salesforce.com, Account Management, Sales Process, Sales Presentations, Selling, B2B, New Business Development, Outside Sales, Customer Retention, CRM, Direct Sales, Sales Operations
Education
University of Arizona 2003 — 2008
Bachelor's degree in Economics, Economics
Sun Life Financial June 2013 - Present
Cintas May 2010 - June 2013
California FIrst National Bancorp July 2008 - September 2009
El Charro Restaurant January 2006 - March 2008
Skills
Sales, Cold Calling, Salesforce.com, Account Management, Sales Process, Sales Presentations, Selling, B2B, New Business Development, Outside Sales, Customer Retention, CRM, Direct Sales, Sales Operations
Education
University of Arizona 2003 — 2008
Bachelor's degree in Economics, Economics
Alexis McHale-Monaco's Sun Life Financial Experience January 2015 - Present
Job Product Marketing Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2015 - Present
Cigna May 2014 - December 2014
Cigna May 2013 - May 2014
Cigna June 2006 - May 2013
Cigna February 2002 - June 2006
Harrison Group June 2000 - January 2002
Skills
Product Management, Product Development, Marketing, Business Strategy, Training, Competitive Analysis, Health Insurance, Insurance, Employee Benefits, Healthcare, Strategic Planning, Business Analysis, Program Management, Process Improvement, Strategy, Cross-functional Team..., Product Marketing, Analysis, Vendor Management
Education
The University of Connecticut 1996 — 2000
Bachelor of Science (BS), Marketing
Sun Life Financial January 2015 - Present
Cigna May 2014 - December 2014
Cigna May 2013 - May 2014
Cigna June 2006 - May 2013
Cigna February 2002 - June 2006
Harrison Group June 2000 - January 2002
Skills
Product Management, Product Development, Marketing, Business Strategy, Training, Competitive Analysis, Health Insurance, Insurance, Employee Benefits, Healthcare, Strategic Planning, Business Analysis, Program Management, Process Improvement, Strategy, Cross-functional Team..., Product Marketing, Analysis, Vendor Management
Education
The University of Connecticut 1996 — 2000
Bachelor of Science (BS), Marketing
Ryan Schafer, CFA's Sun Life Financial Experience March 2011 - May 2012
Job Treasury Analyst at CNRL
Industry Oil & Energy
Experience
CNRL May 2012 - Present
Sun Life Financial March 2011 - May 2012
Sun Life Financial June 2009 - March 2011
Education
CFA Institute 2011 — 2014
Chartered Financial Analyst (CFA), Finance
The University of Calgary 2005 — 2009
B.Comm, Haskayne School of Business, Finance and Risk Management
CNRL May 2012 - Present
Sun Life Financial March 2011 - May 2012
Sun Life Financial June 2009 - March 2011
Education
CFA Institute 2011 — 2014
Chartered Financial Analyst (CFA), Finance
The University of Calgary 2005 — 2009
B.Comm, Haskayne School of Business, Finance and Risk Management
Charlane Rombough's Sun Life Financial Experience January 1996 - Present
Job Certified Financial Planner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 1996 - Present
CIBC September 1988 - June 1994
Skills
Retirement Planning, Mutual Funds, Financial Planners, Investments, Retirement, Disability Insurance, Long-term Care, Segregated Funds, Wealth Management, Small Business, Referral Networking, Registered Education..., Educational seminars, Phased Retirement..., Customer service, Investment Portfolio...
Education
University of Calgary 1988 — 1995
BSc, MSc, Microbiology
Western Canada High School 1985 — 1988
Sun Life Financial January 1996 - Present
CIBC September 1988 - June 1994
Skills
Retirement Planning, Mutual Funds, Financial Planners, Investments, Retirement, Disability Insurance, Long-term Care, Segregated Funds, Wealth Management, Small Business, Referral Networking, Registered Education..., Educational seminars, Phased Retirement..., Customer service, Investment Portfolio...
Education
University of Calgary 1988 — 1995
BSc, MSc, Microbiology
Western Canada High School 1985 — 1988
Venkat Moorthy Venkat Moorthy's Sun Life Financial Experience Director, SystemsSun Life Financial2007 - Present
Job Director, Systems at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Director, SystemsSun Life Financial2007 - Present
Genworth Financial 2004 - 2007
GE Capital Auto Warranty Services 1999 - 2004
GE Capital Auto Warranty Services 1997 - 1999
GE Capital Auto Warranty Services 1995 - 1997
Skills
SDLC, Six Sigma, Global Application..., IT Program/Project..., IT Solution/Services..., Mobile CRM solutions, Distribution & Broker..., Vendor Applications &..., Outsourcing & Offshoring, Vendor Staff..., Sourcing, Software..., Buy vs Build, On-Premise vs On-Demand, Technology Roadmap, Mainframe, Mid-range, B2B/B2C "e"-servicing, Rating & Calc Engines, Product and Vendor..., Budgeting & Forecasting, Competitive Analysis, Software Solution..., Strategic & Tactical..., Application Integration..., Market & Technology..., Negotiation, Web Development, Agile/SCRUM/Waterfall, Multi-Year Capitalized..., Multi-site Resource...
Education
University of Denver
Master of Business Administration (MBA)
University of Madras
Master of Computer Applications (M.C.A.)
Sun Life Financial Director, SystemsSun Life Financial2007 - Present
Genworth Financial 2004 - 2007
GE Capital Auto Warranty Services 1999 - 2004
GE Capital Auto Warranty Services 1997 - 1999
GE Capital Auto Warranty Services 1995 - 1997
Skills
SDLC, Six Sigma, Global Application..., IT Program/Project..., IT Solution/Services..., Mobile CRM solutions, Distribution & Broker..., Vendor Applications &..., Outsourcing & Offshoring, Vendor Staff..., Sourcing, Software..., Buy vs Build, On-Premise vs On-Demand, Technology Roadmap, Mainframe, Mid-range, B2B/B2C "e"-servicing, Rating & Calc Engines, Product and Vendor..., Budgeting & Forecasting, Competitive Analysis, Software Solution..., Strategic & Tactical..., Application Integration..., Market & Technology..., Negotiation, Web Development, Agile/SCRUM/Waterfall, Multi-Year Capitalized..., Multi-site Resource...
Education
University of Denver
Master of Business Administration (MBA)
University of Madras
Master of Computer Applications (M.C.A.)
Jill Charette's Sun Life Financial Experience August 2015 - Present
Job Claims Business Analyst Rotational Leadership Development Program at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
The Rockport Company February 2013 - July 2013
City Sports August 2011 - February 2013
City Sports December 2010 - July 2011
Skills
Management, Sales, Visual Merchandising, Customer Service, Writing, Windows, Microsoft Office, Kronos, Time Management, Social Media, Merchandising, Store Management
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Psychology
Masuk High School 2002 — 2006
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
The Rockport Company February 2013 - July 2013
City Sports August 2011 - February 2013
City Sports December 2010 - July 2011
Skills
Management, Sales, Visual Merchandising, Customer Service, Writing, Windows, Microsoft Office, Kronos, Time Management, Social Media, Merchandising, Store Management
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Psychology
Masuk High School 2002 — 2006
Daniel Nuzie Daniel Nuzie's Sun Life Financial Experience July 2009 - May 2011
Job Senior Sales Representative at CIGNA Group Insurance
Industry Insurance
Experience
CIGNA Group Insurance May 2011 - Present
Sun Life Financial July 2009 - May 2011
Rolling Cones June 2007 - September 2009
Skills
Disability Insurance, Life Insurance, Employee Benefits, Group Insurance, Sales, Microsoft Excel, Marketing, Insurance, Real Estate, Term Life Insurance, Health Savings Accounts, Brokers, Leadership, Sales Management
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance and a Minor in Management Information Systems
CIGNA Group Insurance May 2011 - Present
Sun Life Financial July 2009 - May 2011
Rolling Cones June 2007 - September 2009
Skills
Disability Insurance, Life Insurance, Employee Benefits, Group Insurance, Sales, Microsoft Excel, Marketing, Insurance, Real Estate, Term Life Insurance, Health Savings Accounts, Brokers, Leadership, Sales Management
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance and a Minor in Management Information Systems
Janet Whitehouse Janet Whitehouse's Sun Life Financial Experience October 2008 - October 2012
Job Independent Director
Industry Insurance
Experience
Wentworth Advisory Group October 2012 - Present
Sun Life Financial October 2008 - October 2012
Sun Life Financial February 2008 - October 2008
Sun Life Financial March 2002 - February 2008
Sun Life Financial July 2000 - March 2002
Unum May 1985 - December 1999
Skills
New Business Development, Coaching, Life Insurance, Team Leadership, General Management, Mergers and Acquisitions, Strategic Planning, Strategic Partnerships, International Business..., Business Integration, Marketing Communications, Human Resources, Talent Management, Mergers, Strategy, Leadership, Mergers & Acquisitions, Marketing, Portfolio Management, Market Research, Financial Services, Underwriting, Employee Benefits, Disability Insurance, Management, Insurance
Education
University of New Hampshire 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance Concentrations
The University of Connecticut 1973 — 1976
Bachelor of Science (BS), Elementary Education and Teaching
Wentworth Advisory Group October 2012 - Present
Sun Life Financial October 2008 - October 2012
Sun Life Financial February 2008 - October 2008
Sun Life Financial March 2002 - February 2008
Sun Life Financial July 2000 - March 2002
Unum May 1985 - December 1999
Skills
New Business Development, Coaching, Life Insurance, Team Leadership, General Management, Mergers and Acquisitions, Strategic Planning, Strategic Partnerships, International Business..., Business Integration, Marketing Communications, Human Resources, Talent Management, Mergers, Strategy, Leadership, Mergers & Acquisitions, Marketing, Portfolio Management, Market Research, Financial Services, Underwriting, Employee Benefits, Disability Insurance, Management, Insurance
Education
University of New Hampshire 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance Concentrations
The University of Connecticut 1973 — 1976
Bachelor of Science (BS), Elementary Education and Teaching
Alicia Goldberg Alicia Goldberg's Sun Life Financial Experience June 2012 - August 2012
Job Summer 2012 Intern at Sun Life Financial
Industry Financial Services
Experience
Yanni's Pizzeria & Restaurant April 2008 - Present
Sun Life Financial June 2012 - August 2012
University of Connecticut Hall Director's Office September 2010 - May 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Yanni's Pizzeria & Restaurant April 2008 - Present
Sun Life Financial June 2012 - August 2012
University of Connecticut Hall Director's Office September 2010 - May 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance, General
John Rieble's Sun Life Financial Experience July 2005 - June 2011
Job vice president, stealth partner group.
Industry Insurance
Experience
Stealth Partner Group June 2011 - Present
Sun Life Financial July 2005 - June 2011
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Brophy College Prep 1998 — 2001
Stealth Partner Group June 2011 - Present
Sun Life Financial July 2005 - June 2011
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Brophy College Prep 1998 — 2001
Amy Asteriades Amy Asteriades's Sun Life Financial Experience August 2009 - April 2012
Job Actuarial Analyst at Hannover Life Re America
Industry Financial Services
Experience
Hannover Life Re America May 2012 - Present
Sun Life Financial August 2009 - April 2012
ING U.S. June 2008 - August 2008
Travelers May 2007 - August 2007
Travelers May 2006 - August 2006
Skills
Microsoft Excel, Actuarial Science, VBA, Access, Financial Modeling, Microsoft Word, MoSes, MG-ALFA
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Actuarial Science
Hannover Life Re America May 2012 - Present
Sun Life Financial August 2009 - April 2012
ING U.S. June 2008 - August 2008
Travelers May 2007 - August 2007
Travelers May 2006 - August 2006
Skills
Microsoft Excel, Actuarial Science, VBA, Access, Financial Modeling, Microsoft Word, MoSes, MG-ALFA
Education
The University of Connecticut 2005 — 2009
Bachelor of Arts, Actuarial Science
Erin Macfarlane Erin Macfarlane's Sun Life Financial Experience 2005 - 2005
Job Operations and Accounting Administrator at Macfarlane Commercial Floors Ltd.
Industry Construction
Experience
Macfarlane Commercial Floors Ltd. 2007 - Present
Spruce Meadows 2013 - 2013
BMO 2006 - 2007
Sun Life Financial 2005 - 2005
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Contract Negotiation, Risk Assessment
Education
The University of Calgary 2000 — 2004
BCOMM, Finance, Minor in French
Macfarlane Commercial Floors Ltd. 2007 - Present
Spruce Meadows 2013 - 2013
BMO 2006 - 2007
Sun Life Financial 2005 - 2005
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Contract Negotiation, Risk Assessment
Education
The University of Calgary 2000 — 2004
BCOMM, Finance, Minor in French
Alexandra Lyberopoulos's Sun Life Financial Experience June 2012 - August 2012
Job Small Business Broker at AmWINS Group
Industry Insurance
Experience
AmWINS Group April 2015 - Present
Gresham & Associates May 2013 - April 2015
University of Georgia School of Law August 2012 - May 2013
Sun Life Financial June 2012 - August 2012
Anthropologie May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Customer Service, Research, Facebook, Public Speaking, Event Planning, Marketing, Teamwork, Leadership, Social Media Marketing
Education
University of Georgia - Terry College of Business 2009 — 2013
Risk Management and Insurance and Fashion Merchandising
AmWINS Group April 2015 - Present
Gresham & Associates May 2013 - April 2015
University of Georgia School of Law August 2012 - May 2013
Sun Life Financial June 2012 - August 2012
Anthropologie May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Customer Service, Research, Facebook, Public Speaking, Event Planning, Marketing, Teamwork, Leadership, Social Media Marketing
Education
University of Georgia - Terry College of Business 2009 — 2013
Risk Management and Insurance and Fashion Merchandising
Shannon Ogilvie B.Ed Shannon Ogilvie B.Ed's Sun Life Financial Experience May 2004 - Present
Job Senior Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2004 - Present
Skills
Entrepreneurship, Training, Fixed Annuities, Wealth Management, Retirement, Coaching, Management, Recruiting, Team Leadership, Leadership, Financial Advisory, Financial Recruiting, Disability Insurance, Connecting People
Education
University of Alberta 1984 — 1987
Bachelor of Education (B.Ed.), Education
Lakeland College
Sun Life Financial May 2004 - Present
Skills
Entrepreneurship, Training, Fixed Annuities, Wealth Management, Retirement, Coaching, Management, Recruiting, Team Leadership, Leadership, Financial Advisory, Financial Recruiting, Disability Insurance, Connecting People
Education
University of Alberta 1984 — 1987
Bachelor of Education (B.Ed.), Education
Lakeland College
Timothy Nadon Timothy Nadon's Sun Life Financial Experience August 2013 - September 2014
Job Sr. Account Manager, Major Accounts at Dearborn National
Industry Financial Services
Experience
Dearborn National September 2014 - Present
Sun Life Financial August 2013 - September 2014
Sun Life Financial October 2012 - August 2013
Northwestern Mutual August 2010 - September 2012
Heritage Ranch Golf & Country Club May 2007 - August 2010
Skills
Retirement Planning, Life Insurance
Education
University of Charleston
Dearborn National September 2014 - Present
Sun Life Financial August 2013 - September 2014
Sun Life Financial October 2012 - August 2013
Northwestern Mutual August 2010 - September 2012
Heritage Ranch Golf & Country Club May 2007 - August 2010
Skills
Retirement Planning, Life Insurance
Education
University of Charleston
David Douglas's Sun Life Financial Experience October 2004 - July 2011
Job
Industry Health, Wellness and Fitness
Experience
Optum July 2014 - Present
Healthstat Inc. February 2013 - July 2014
Healthstat, Inc. July 2012 - February 2013
LivingWell Health Solutions June 2011 - August 2012
Sun Life Financial October 2004 - July 2011
Equifax 1999 - 2004
Premiere Global Services 1998 - 2001
Skills
Employee Benefits, Insurance, Sales, Account Management, New Business Development, Healthcare, Strategic Planning, Contract Negotiation, Team Building, Sales Management, Business Development, Customer Service, Employee Relations, Marketing, Leadership, Salesforce.com, Public Speaking, Coaching, Budgets, Negotiation, Training, Process Improvement, Management, Recruiting, Strategy, Health Insurance, Selling, Direct Sales, Disability Insurance, Cold Calling
Education
University of Georgia - Terry College of Business 2005 — 2006
MBA, Business Administration and Management
Western Michigan University - Haworth College of Business 1987 — 1991
BS, Behavioral Psychology, Marketing
Optum July 2014 - Present
Healthstat Inc. February 2013 - July 2014
Healthstat, Inc. July 2012 - February 2013
LivingWell Health Solutions June 2011 - August 2012
Sun Life Financial October 2004 - July 2011
Equifax 1999 - 2004
Premiere Global Services 1998 - 2001
Skills
Employee Benefits, Insurance, Sales, Account Management, New Business Development, Healthcare, Strategic Planning, Contract Negotiation, Team Building, Sales Management, Business Development, Customer Service, Employee Relations, Marketing, Leadership, Salesforce.com, Public Speaking, Coaching, Budgets, Negotiation, Training, Process Improvement, Management, Recruiting, Strategy, Health Insurance, Selling, Direct Sales, Disability Insurance, Cold Calling
Education
University of Georgia - Terry College of Business 2005 — 2006
MBA, Business Administration and Management
Western Michigan University - Haworth College of Business 1987 — 1991
BS, Behavioral Psychology, Marketing
Christopher Todisco's Sun Life Financial Experience July 2000 - August 2003
Job Director Institutional Sales GAM
Industry Financial Services
Experience
GAM May 2005 - Present
AIG Advisor Group September 2003 - May 2005
Sun Life Financial July 2000 - August 2003
Skills
Bonds, Global Macro, Fixed Income, Hedge Funds, Emerging Markets, Financial Services, Equities, Hedging, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.)
St. John's Prep 1992 — 1996
High School
GAM May 2005 - Present
AIG Advisor Group September 2003 - May 2005
Sun Life Financial July 2000 - August 2003
Skills
Bonds, Global Macro, Fixed Income, Hedge Funds, Emerging Markets, Financial Services, Equities, Hedging, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.)
St. John's Prep 1992 — 1996
High School
Nick Kugler's Sun Life Financial Experience 2003 - 2004
Job Financial Consultant at UnitedHealth Group
Industry Capital Markets
Experience
UnitedHealth Group November 2013 - Present
UnitedHealth Group June 2011 - November 2013
UnitedHealth Group June 2009 - June 2011
Prime International Trading July 2004 - December 2008
Sun Life Financial 2003 - 2004
Sun Life Financial 2002 - 2003
Skills
Financial Analysis, Financial Modeling, Derivatives, Risk Management, Options, Valuation, Financial Markets, Business Analysis, Insurance, Financial Reporting, Accounting, Corporate Finance, Variance Analysis, Essbase, PeopleSoft, Data Analysis
Education
The University of Connecticut 2008 — 2011
MBA, Finance
University of Michigan 1996 — 2000
BS, Mathematical Economics
UnitedHealth Group November 2013 - Present
UnitedHealth Group June 2011 - November 2013
UnitedHealth Group June 2009 - June 2011
Prime International Trading July 2004 - December 2008
Sun Life Financial 2003 - 2004
Sun Life Financial 2002 - 2003
Skills
Financial Analysis, Financial Modeling, Derivatives, Risk Management, Options, Valuation, Financial Markets, Business Analysis, Insurance, Financial Reporting, Accounting, Corporate Finance, Variance Analysis, Essbase, PeopleSoft, Data Analysis
Education
The University of Connecticut 2008 — 2011
MBA, Finance
University of Michigan 1996 — 2000
BS, Mathematical Economics
Julia Mingyu Fang's Sun Life Financial Experience September 2012 - April 2013
Job Project Management and Solution Architecture at HOOPP (Healthcare of Ontario Pension Plan)
Industry Information Technology and Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) 2013 - Present
Sun Life Financial September 2012 - April 2013
Manulife Financial February 2011 - June 2012
CIBC February 2010 - February 2011
Manulife Financial March 2008 - February 2010
TELUS April 2004 - March 2008
Canada Life July 2001 - March 2004
Fidelity Investments May 1998 - March 2001
Skills
Requirements Gathering, Program Management, Business Analysis, Data Management, SDLC, Requirements Analysis, PMO, Agile Project Management, PMP, Data Warehousing, Project Management, SOA, Risk Management, Analysis, Business Intelligence, Data Modeling, Business Requirements, Data Analysis
Education
PMI
Project Management Professional, Agile Practitioner
McMaster University
Business Analysis Advanced Certificate
LOMA
Fellow, Life Management Institute (FLMI) with Distinction;, Associate, Reinsurance Administration;, Professional, Customer Services
University of Essex
Research
Xidian University
BSc. MSc, Computer Science, Artificial Intelligence
HOOPP (Healthcare of Ontario Pension Plan) 2013 - Present
Sun Life Financial September 2012 - April 2013
Manulife Financial February 2011 - June 2012
CIBC February 2010 - February 2011
Manulife Financial March 2008 - February 2010
TELUS April 2004 - March 2008
Canada Life July 2001 - March 2004
Fidelity Investments May 1998 - March 2001
Skills
Requirements Gathering, Program Management, Business Analysis, Data Management, SDLC, Requirements Analysis, PMO, Agile Project Management, PMP, Data Warehousing, Project Management, SOA, Risk Management, Analysis, Business Intelligence, Data Modeling, Business Requirements, Data Analysis
Education
PMI
Project Management Professional, Agile Practitioner
McMaster University
Business Analysis Advanced Certificate
LOMA
Fellow, Life Management Institute (FLMI) with Distinction;, Associate, Reinsurance Administration;, Professional, Customer Services
University of Essex
Research
Xidian University
BSc. MSc, Computer Science, Artificial Intelligence
Tate Benavides's Sun Life Financial Experience April 2013 - August 2014
Job Owner at Talen Solutions, LLC.
Industry Insurance
Experience
National Guardian Life Insurance Company October 2014 - Present
Talen Solutions,llc May 2011 - October 2014
Sun Life Financial April 2013 - August 2014
POLISH NATIONAL ALLIANCE June 2002 - May 2011
BBIT ESSENTIAL, LLC. January 2005 - January 2007
DAVID J FRANK LANDSCAPING March 1995 - September 2001
Skills
Insurance, Cross-functional Team..., Management, Business Planning, Customer Service, New Business Development, Project Management, Business Strategy, Business Analysis, Microsoft Excel, Process Improvement, Product Development, Leadership, Strategic Planning, Team Building, Budgets, Coaching, Vendor Management, Negotiation, Account Management, Business Development, Program Management, Strategy, Team Leadership
Education
University of Calgary 2000 — 2001
CONTINUING EDUCATION SAP PARTNER ACADEMY
University of Wisconsin-Platteville 1989 — 1993
BUSINESS/COMPUTER SCIENCE
National Guardian Life Insurance Company October 2014 - Present
Talen Solutions,llc May 2011 - October 2014
Sun Life Financial April 2013 - August 2014
POLISH NATIONAL ALLIANCE June 2002 - May 2011
BBIT ESSENTIAL, LLC. January 2005 - January 2007
DAVID J FRANK LANDSCAPING March 1995 - September 2001
Skills
Insurance, Cross-functional Team..., Management, Business Planning, Customer Service, New Business Development, Project Management, Business Strategy, Business Analysis, Microsoft Excel, Process Improvement, Product Development, Leadership, Strategic Planning, Team Building, Budgets, Coaching, Vendor Management, Negotiation, Account Management, Business Development, Program Management, Strategy, Team Leadership
Education
University of Calgary 2000 — 2001
CONTINUING EDUCATION SAP PARTNER ACADEMY
University of Wisconsin-Platteville 1989 — 1993
BUSINESS/COMPUTER SCIENCE
Li, Mei's Sun Life Financial Experience January 2004 - Present
Job Actuarial Finance Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2004 - Present
Education
University of Connecticut 2002 — 2003
Sun Life Financial January 2004 - Present
Education
University of Connecticut 2002 — 2003
Adrian Belcourt's Sun Life Financial Experience August 2012 - Present
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Insurance and Investments August 2004 - August 2012
ATB Financial 2008 - November 2011
Independant Broker 2007 - November 2011
AT+T Canada 1992 - 2002
AT&T Canada August 1994 - September 1998
Skills
Risk Management, Sales, Strategic Financial..., Estate Planning, Retirement, Mutual Funds, Disability Insurance, Financial Risk, Customer Service, Financial Analysis, Life Insurance, Public Speaking, Investment Strategies, Wealth, Critical Illness, Financial Advisory, Team Building, Team Leadership, Financial Planners, Mortgage Lending, Investment Advisory, Performance Skating, Defenceman Skills, Hockey Coaching, Financial Planning
Education
The University of Calgary 1985 — 1990
B A, Sociology
U of C 1985 — 1990
BA, Sociology
Sun Life Financial August 2012 - Present
Insurance and Investments August 2004 - August 2012
ATB Financial 2008 - November 2011
Independant Broker 2007 - November 2011
AT+T Canada 1992 - 2002
AT&T Canada August 1994 - September 1998
Skills
Risk Management, Sales, Strategic Financial..., Estate Planning, Retirement, Mutual Funds, Disability Insurance, Financial Risk, Customer Service, Financial Analysis, Life Insurance, Public Speaking, Investment Strategies, Wealth, Critical Illness, Financial Advisory, Team Building, Team Leadership, Financial Planners, Mortgage Lending, Investment Advisory, Performance Skating, Defenceman Skills, Hockey Coaching, Financial Planning
Education
The University of Calgary 1985 — 1990
B A, Sociology
U of C 1985 — 1990
BA, Sociology
Matthew Capofreddi's Sun Life Financial Experience May 2010 - Present
Job Managing Director at Sun Life Financial
Industry Commercial Real Estate
Experience
Sun Life Financial May 2010 - Present
Sun Life 2006 - May 2010
AMB Property Corporation 2003 - 2004
Sun Life Financial 1998 - 2003
Leggat McCall Properties 1996 - 1998
Security Capital Group 1994 - 1996
Copley Real Estate 1992 - 1994
Education
University of California, Santa Cruz 1987 — 1991
Sun Life Financial May 2010 - Present
Sun Life 2006 - May 2010
AMB Property Corporation 2003 - 2004
Sun Life Financial 1998 - 2003
Leggat McCall Properties 1996 - 1998
Security Capital Group 1994 - 1996
Copley Real Estate 1992 - 1994
Education
University of California, Santa Cruz 1987 — 1991
Diane Almodovar's Sun Life Financial Experience IT Project OfficerSun Life FinancialJune 2007 - Present
Job IT Project Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Chris Yarosh's Sun Life Financial Experience June 2014 - Present
Job Regional Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Alan Katzman's Sun Life Financial Experience 1990 - 1992
Job Director of Business Architecture, Partner Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2013 - Present
Copper Hill Solutions April 2011 - December 2013
DST Systems April 2012 - June 2012
McCamish Systems, an Infosys Company December 2010 - April 2011
McCamish Systems July 2003 - December 2010
E/W Group 1999 - 2003
Sun Life Financial 1990 - 1992
Skills
Business Analysis, Insurance, Process Improvement, Product Management, Strategic Planning, Change Management, Requirements Analysis, Problem Solving, Requirements Gathering, Business Strategy, Business Relationship..., Business Architecture, Annuities, New Business Development, Business Process..., Business Development, Leadership, SDLC
Education
The University of Connecticut 1985 — 1989
Bachelor of Science, Business Administration
Lincoln Financial Group January 2013 - Present
Copper Hill Solutions April 2011 - December 2013
DST Systems April 2012 - June 2012
McCamish Systems, an Infosys Company December 2010 - April 2011
McCamish Systems July 2003 - December 2010
E/W Group 1999 - 2003
Sun Life Financial 1990 - 1992
Skills
Business Analysis, Insurance, Process Improvement, Product Management, Strategic Planning, Change Management, Requirements Analysis, Problem Solving, Requirements Gathering, Business Strategy, Business Relationship..., Business Architecture, Annuities, New Business Development, Business Process..., Business Development, Leadership, SDLC
Education
The University of Connecticut 1985 — 1989
Bachelor of Science, Business Administration
Eric Rabin CPA, CA's Sun Life Financial Experience July 2014 - Present
Job AVP North American Investment Controller Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial March 2013 - July 2014
Sun Life Financial July 2008 - March 2013
Sun Life Financial July 2003 - June 2008
Manulife Financial February 2000 - July 2003
Royal Bank of Canada August 1996 - February 2000
Skills
Internal Controls, Financial Modeling, Finance, Variance Analysis, Investments, Financial Risk, Management, Risk Management, Forecasting, Mergers, Tax, Analysis, US GAAP, Sarbanes-Oxley Act, Managerial Finance, Financial Audits, Financial Accounting, GAAP, Banking, Auditing
Education
University of Cape Town 1987 — 1991
BCOM, Post Graduate Diploma in Accounting, Finance
Herzlia High School
Sun Life Financial July 2014 - Present
Sun Life Financial March 2013 - July 2014
Sun Life Financial July 2008 - March 2013
Sun Life Financial July 2003 - June 2008
Manulife Financial February 2000 - July 2003
Royal Bank of Canada August 1996 - February 2000
Skills
Internal Controls, Financial Modeling, Finance, Variance Analysis, Investments, Financial Risk, Management, Risk Management, Forecasting, Mergers, Tax, Analysis, US GAAP, Sarbanes-Oxley Act, Managerial Finance, Financial Audits, Financial Accounting, GAAP, Banking, Auditing
Education
University of Cape Town 1987 — 1991
BCOM, Post Graduate Diploma in Accounting, Finance
Herzlia High School
Veronica Lee's Sun Life Financial Experience July 2014 - Present
Job Senior Client Relationship Executive
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
Assurant Employee Benefits October 2008 - July 2014
Strunk Insurance Group January 2006 - October 2008
Fleming's Prime Steakhouse & Wine Bar August 2004 - October 2005
P.F. Chang's China Bistro December 2001 - August 2004
Skills
Customer Service, Insurance, Employee Benefits, Dental, Term Life Insurance, Sales, Health Savings Accounts, Health Insurance, Disability Insurance, Training, Brokers, Life Insurance, Account Management, Leadership, Customer Retention
Education
University of Arizona 2001 — 2005
Psychology, Business, Spanish
Sun Life Financial July 2014 - Present
Assurant Employee Benefits October 2008 - July 2014
Strunk Insurance Group January 2006 - October 2008
Fleming's Prime Steakhouse & Wine Bar August 2004 - October 2005
P.F. Chang's China Bistro December 2001 - August 2004
Skills
Customer Service, Insurance, Employee Benefits, Dental, Term Life Insurance, Sales, Health Savings Accounts, Health Insurance, Disability Insurance, Training, Brokers, Life Insurance, Account Management, Leadership, Customer Retention
Education
University of Arizona 2001 — 2005
Psychology, Business, Spanish
Jeff Jardin, FSA's Sun Life Financial Experience April 2010 - April 2012
Job Senior Actuary at MetLife
Industry Insurance
Experience
MetLife April 2012 - Present
Sun LIfe Financial April 2010 - April 2012
The Phoenix Companies June 2008 - September 2009
Phoenix Life Insurance August 2006 - June 2008
Phoenix Life Insurance June 2004 - August 2006
Sun Life Financial 2003 - 2003
Skills
Actuarial Science, ALM, MoSes, Fixed Annuities, Reinsurance, Insurance, Solvency II, Life Insurance, Risk Management, Stochastic Modeling, Financial Risk, Investments
Education
University of Connecticut
MetLife April 2012 - Present
Sun LIfe Financial April 2010 - April 2012
The Phoenix Companies June 2008 - September 2009
Phoenix Life Insurance August 2006 - June 2008
Phoenix Life Insurance June 2004 - August 2006
Sun Life Financial 2003 - 2003
Skills
Actuarial Science, ALM, MoSes, Fixed Annuities, Reinsurance, Insurance, Solvency II, Life Insurance, Risk Management, Stochastic Modeling, Financial Risk, Investments
Education
University of Connecticut
Max Thoeni's Sun Life Financial Experience June 2008 - May 2012
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon November 2013 - January 2015
Lincoln Financial Group May 2012 - November 2013
Sun Life Financial June 2008 - May 2012
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Sales, Account Management, Salesforce.com, Marketing, Customer Retention, Underwriting, Cold Calling, Budgets, Benefits Administration
Education
University of Delaware 2004 — 2008
BS Business Administration, Marketing
Liazon November 2013 - January 2015
Lincoln Financial Group May 2012 - November 2013
Sun Life Financial June 2008 - May 2012
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Sales, Account Management, Salesforce.com, Marketing, Customer Retention, Underwriting, Cold Calling, Budgets, Benefits Administration
Education
University of Delaware 2004 — 2008
BS Business Administration, Marketing
Ritika Bharaj's Sun Life Financial Experience October 2010 - May 2014
Job Pursuing Masters Degree from University of Denver
Industry Information Technology and Services
Experience
Sun Life Financial October 2010 - May 2014
Sunlife Financial January 2007 - May 2008
Skills
HP Quality Center, Testing, Test Planning, User Acceptance Testing, SDLC, Requirements Analysis, Regression Testing, Manual Testing, Test Cases
Education
University of Denver 2015 — 2016
Master's degree, Information and communication technology
Pune University 1999 — 2004
Bachelor's, Computer
Sun Life Financial October 2010 - May 2014
Sunlife Financial January 2007 - May 2008
Skills
HP Quality Center, Testing, Test Planning, User Acceptance Testing, SDLC, Requirements Analysis, Regression Testing, Manual Testing, Test Cases
Education
University of Denver 2015 — 2016
Master's degree, Information and communication technology
Pune University 1999 — 2004
Bachelor's, Computer
Roxanne Lowe's Sun Life Financial Experience 1999 - 2003
Job Principal at Mercer
Industry Insurance
Experience
Beachbody 2010 - Present
Mercer September 2007 - Present
Sun Life 2003 - 2007
Sun Life Financial 1999 - 2003
Skills
Coaching, Health, Healthcare, Leadership, Employee Benefits, Leadership Development, Marketing Communications, Disability Insurance, Health Insurance, Training, Insurance, People Skills, Small Business, Friendliness, Employee Relations, Public Speaking, Organizational..., Career Development, Access, Interviews, Benefits Administration, Management Consulting, Motivation, Legal Compliance, Customer Service, Strategic Planning, Human Resources, Recruiting, Change Management, Team Building, Team Leadership, Workshop Facilitation
Education
University of Massachusetts Boston 1992 — 1994
M.Ed, Rehabilitation Counseling
University of Connecticut 1985 — 1989
B.A., Sociology
Beachbody 2010 - Present
Mercer September 2007 - Present
Sun Life 2003 - 2007
Sun Life Financial 1999 - 2003
Skills
Coaching, Health, Healthcare, Leadership, Employee Benefits, Leadership Development, Marketing Communications, Disability Insurance, Health Insurance, Training, Insurance, People Skills, Small Business, Friendliness, Employee Relations, Public Speaking, Organizational..., Career Development, Access, Interviews, Benefits Administration, Management Consulting, Motivation, Legal Compliance, Customer Service, Strategic Planning, Human Resources, Recruiting, Change Management, Team Building, Team Leadership, Workshop Facilitation
Education
University of Massachusetts Boston 1992 — 1994
M.Ed, Rehabilitation Counseling
University of Connecticut 1985 — 1989
B.A., Sociology
Jasmina Landekic's Sun Life Financial Experience 1993 - 2001
Job Director, Competitive Intelligence
Industry Financial Services
Experience
RGA 2001 - Present
Sun Life Financial 1993 - 2001
Skills
Competitive Intelligence, Reinsurance, Data Analysis
Education
University of Toronto 1994 — 1998
MISt
University of Belgrade 1975 — 1980
B.A.
RGA 2001 - Present
Sun Life Financial 1993 - 2001
Skills
Competitive Intelligence, Reinsurance, Data Analysis
Education
University of Toronto 1994 — 1998
MISt
University of Belgrade 1975 — 1980
B.A.
Bryan Lentz's Sun Life Financial Experience August 2013 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Education
University of California, Davis 2001 — 2004
Managerial Economics
Sun Life Financial August 2013 - Present
Education
University of California, Davis 2001 — 2004
Managerial Economics
Kristina Olineck's Sun Life Financial Experience May 2013 - Present
Job Account Executive Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2013 - Present
Clearpoint Benefit Solutions 2010 - 2013
Skills
Customer Service, Health Insurance, Leadership, Insurance, Management
Education
University of Alberta 1996 — 1999
BSc
Sun Life Financial May 2013 - Present
Clearpoint Benefit Solutions 2010 - 2013
Skills
Customer Service, Health Insurance, Leadership, Insurance, Management
Education
University of Alberta 1996 — 1999
BSc
Haley Dowling's Sun Life Financial Experience October 2008 - January 2009
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Professional Alternative 2013 - August 2014
Highfields Capital May 2009 - February 2013
Sun Life Financial October 2008 - January 2009
WCVB Channel 5 TV News Station June 2006 - August 2006
Skills
Sales, CRM, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Temporary Staffing, Permanent Placement, Talent Acquisition, Marketing, Networking, Outlook, Human Resources, Training, Social Media Marketing
Education
University of Delaware 2004 — 2008
BS, Sociology
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Professional Alternative 2013 - August 2014
Highfields Capital May 2009 - February 2013
Sun Life Financial October 2008 - January 2009
WCVB Channel 5 TV News Station June 2006 - August 2006
Skills
Sales, CRM, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Temporary Staffing, Permanent Placement, Talent Acquisition, Marketing, Networking, Outlook, Human Resources, Training, Social Media Marketing
Education
University of Delaware 2004 — 2008
BS, Sociology
John Chalfant's Sun Life Financial Experience January 2006 - October 2014
Job Experienced Strategic Marketing Communications Writer & Project Manager
Industry Financial Services
Experience
Petri Consulting Group LLC 2015 - 2015
Petri Consulting Group LLC 2015 - 2015
Sun Life Financial January 2006 - October 2014
MML Investors Services, Inc. March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company July 1995 - July 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Planning, Marketing Strategy, Leadership, Employee Benefits, Business Strategy, Press Releases, Insurance, Corporate Communications, Public Relations, Sales, Customer Service
Education
University of Connecticut 1979 — 1981
Bachelor's Degree, Political Economy
Petri Consulting Group LLC 2015 - 2015
Petri Consulting Group LLC 2015 - 2015
Sun Life Financial January 2006 - October 2014
MML Investors Services, Inc. March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company July 1995 - July 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Planning, Marketing Strategy, Leadership, Employee Benefits, Business Strategy, Press Releases, Insurance, Corporate Communications, Public Relations, Sales, Customer Service
Education
University of Connecticut 1979 — 1981
Bachelor's Degree, Political Economy
Steven Ready's Sun Life Financial Experience 2000 - 2006
Job Benefits Consultant
Industry Insurance
Experience
Self employed November 2012 - Present
DHR Commercial Real Estate November 2012 - Present
AIG Benefit Solutions January 2012 - December 2012
Chartis June 2010 - January 2012
Barrett Business Services, Inc. November 2009 - June 2010
Chartis Insurance 2010 - 2010
Aetna December 2007 - November 2009
Aetna 2007 - 2009
Sun Life Financial 2000 - 2006
Skills
Relationship Development, Brokers, Dental, Workers Compensation, Consultative Selling, Health Insurance, Self-funded Health..., Stop Loss, Term Life Insurance, Disability Insurance, Vision, Voluntary Products, Insurance, Health Savings Accounts, Underwriting, Medicare, Employee Benefits, Group Insurance, Self-funded, Life Insurance, Dentistry, Selling
Education
University of Delaware 1987 — 1991
BA History, Latin American Studies
University of Delaware 1987 — 1991
Bachelor of Arts, History
Self employed November 2012 - Present
DHR Commercial Real Estate November 2012 - Present
AIG Benefit Solutions January 2012 - December 2012
Chartis June 2010 - January 2012
Barrett Business Services, Inc. November 2009 - June 2010
Chartis Insurance 2010 - 2010
Aetna December 2007 - November 2009
Aetna 2007 - 2009
Sun Life Financial 2000 - 2006
Skills
Relationship Development, Brokers, Dental, Workers Compensation, Consultative Selling, Health Insurance, Self-funded Health..., Stop Loss, Term Life Insurance, Disability Insurance, Vision, Voluntary Products, Insurance, Health Savings Accounts, Underwriting, Medicare, Employee Benefits, Group Insurance, Self-funded, Life Insurance, Dentistry, Selling
Education
University of Delaware 1987 — 1991
BA History, Latin American Studies
University of Delaware 1987 — 1991
Bachelor of Arts, History
Bob Cogan's Sun Life Financial Experience July 2007 - October 2008
Job Regional Sales Director New England at Trustmark Voluntary Benefit Solutions
Industry Insurance
Experience
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Nicholle Sim's Sun Life Financial Experience September 2007 - September 2013
Job Regional Marketing Coordinator
Industry Insurance
Experience
Allstate Benefits November 2014 - Present
Alliant Group February 2014 - November 2014
Sun Life Financial September 2007 - September 2013
Platinum Coast Escrow January 2005 - September 2007
Central Escrow, Inc. September 2002 - January 2005
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Underwriting, Sales, Customer Service, Microsoft Excel, Lotus Notes, Marketing, Brokers, New Business Development, Life Insurance, Term Life Insurance, Office Management, Management, Leadership
Education
University of California, Irvine 2001 — 2002
Biology
Loara High School 1997 — 2001
Allstate Benefits November 2014 - Present
Alliant Group February 2014 - November 2014
Sun Life Financial September 2007 - September 2013
Platinum Coast Escrow January 2005 - September 2007
Central Escrow, Inc. September 2002 - January 2005
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Underwriting, Sales, Customer Service, Microsoft Excel, Lotus Notes, Marketing, Brokers, New Business Development, Life Insurance, Term Life Insurance, Office Management, Management, Leadership
Education
University of California, Irvine 2001 — 2002
Biology
Loara High School 1997 — 2001
Matthew McOsker's Sun Life Financial Experience June 2007 - March 2013
Job Actuarial Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2015 - Present
Phoenix Life Insurance Company March 2013 - February 2015
Sun Life Financial June 2007 - March 2013
Skills
Economic Capital, Financial Modeling, VBA
Education
University of Connecticut 2003 — 2007
BA, Actuarial Science
MassMutual Financial Group February 2015 - Present
Phoenix Life Insurance Company March 2013 - February 2015
Sun Life Financial June 2007 - March 2013
Skills
Economic Capital, Financial Modeling, VBA
Education
University of Connecticut 2003 — 2007
BA, Actuarial Science
Wendy Poirier's Sun Life Financial Experience 2000 - 2001
Job Division Leader, Health and Group Benefits, Canada
Industry Human Resources
Experience
Towers Watson 2010 - Present
Towers Perrin August 1995 - Present
Sun Life Financial 2000 - 2001
Skills
Employee Benefits, Leadership, Performance Management, Management, Insurance, Employee Engagement, Pensions, Human Resources, Talent Management, Benefits Administration
Education
University of Alberta 1982 — 1988
Bachelor of Arts, Linguistics, French
Towers Watson 2010 - Present
Towers Perrin August 1995 - Present
Sun Life Financial 2000 - 2001
Skills
Employee Benefits, Leadership, Performance Management, Management, Insurance, Employee Engagement, Pensions, Human Resources, Talent Management, Benefits Administration
Education
University of Alberta 1982 — 1988
Bachelor of Arts, Linguistics, French
Chinyere Ezemenari FCCA, CPA, CGA's Sun Life Financial Experience January 2004 - May 2006
Job Manager, Inforce Service & Client Experience at TD Bank
Industry Insurance
Experience
TD Bank June 2014 - Present
Michael Vukets & Associates December 2010 - June 2014
Etherington & Vukets June 2006 - November 2010
Sun Life Financial January 2004 - May 2006
Tube Lines 2000 - 2003
London Underground January 1997 - December 1999
Skills
Insurance, Critical Illness, Building Relationships, Risk Management, Disability Insurance, Strategic Planning, Health Insurance, Sales Presentations, Quality Control, Accounting, Model Building, Budgeting, Cost and Revenue..., Microsoft Excel, Costing, Financial Analysis, Forecasting, Internal Controls, Life Insurance, Project Accounting, Comparative Product..., Cost Control, Superior Client Service, Cross Selling, PowerPoint, Microsoft Word, Compliance, Process Improvement, Customer Service, Business Process..., Business Development, Team Leadership, Sales Management, Sales, Budgets, Financial Planners, Project Planning, Strategic Financial...
Education
University of Benin 1985 — 1990
B.Sc., Economics
TD Bank June 2014 - Present
Michael Vukets & Associates December 2010 - June 2014
Etherington & Vukets June 2006 - November 2010
Sun Life Financial January 2004 - May 2006
Tube Lines 2000 - 2003
London Underground January 1997 - December 1999
Skills
Insurance, Critical Illness, Building Relationships, Risk Management, Disability Insurance, Strategic Planning, Health Insurance, Sales Presentations, Quality Control, Accounting, Model Building, Budgeting, Cost and Revenue..., Microsoft Excel, Costing, Financial Analysis, Forecasting, Internal Controls, Life Insurance, Project Accounting, Comparative Product..., Cost Control, Superior Client Service, Cross Selling, PowerPoint, Microsoft Word, Compliance, Process Improvement, Customer Service, Business Process..., Business Development, Team Leadership, Sales Management, Sales, Budgets, Financial Planners, Project Planning, Strategic Financial...
Education
University of Benin 1985 — 1990
B.Sc., Economics
Manoj Basuri's Sun Life Financial Experience December 2004 - November 2005
Job Cognos Administrator at AIG
Industry Information Technology and Services
Experience
AIG January 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - December 2013
Vanguard July 2011 - March 2013
Citi July 2010 - May 2011
Citi January 2007 - December 2010
Internet Solutions December 2005 - January 2006
Sun Life Financial December 2004 - November 2005
Skills
PL/SQL, Oracle, SQL, Data Warehousing, Unix, Requirements Analysis, SDLC, Unix Shell Scripting, Business Intelligence, Business Analysis, Data Modeling, Requirements Gathering, Cognos
Education
University of Burdwan 2000 — 2004
Bachelor of Engineering (BE), Computer Science
AIG January 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - December 2013
Vanguard July 2011 - March 2013
Citi July 2010 - May 2011
Citi January 2007 - December 2010
Internet Solutions December 2005 - January 2006
Sun Life Financial December 2004 - November 2005
Skills
PL/SQL, Oracle, SQL, Data Warehousing, Unix, Requirements Analysis, SDLC, Unix Shell Scripting, Business Intelligence, Business Analysis, Data Modeling, Requirements Gathering, Cognos
Education
University of Burdwan 2000 — 2004
Bachelor of Engineering (BE), Computer Science
Stephen Kiley's Sun Life Financial Experience 2010 - 2012
Job Insurance Professional
Industry Insurance
Experience
Kiley Insurance Services January 2014 - Present
Pacific Life February 2012 - September 2013
Sun Life Financial 2010 - 2012
AIG American General June 2008 - September 2009
Penn Mutual 2003 - 2008
Comprehensive Planning, Inc. 2002 - 2003
Skills
Life Insurance, Lead Generation, Sales, Estate Planning, Retirement Planning, Wealth, High Net Worth..., Succession Planning, Insurance, Disability Insurance, Long-term Care, Retirement
Education
University of Cincinnati 1987 — 1991
Bachelor of Arts (B.A.), Economics
Roger Bacon
Kiley Insurance Services January 2014 - Present
Pacific Life February 2012 - September 2013
Sun Life Financial 2010 - 2012
AIG American General June 2008 - September 2009
Penn Mutual 2003 - 2008
Comprehensive Planning, Inc. 2002 - 2003
Skills
Life Insurance, Lead Generation, Sales, Estate Planning, Retirement Planning, Wealth, High Net Worth..., Succession Planning, Insurance, Disability Insurance, Long-term Care, Retirement
Education
University of Cincinnati 1987 — 1991
Bachelor of Arts (B.A.), Economics
Roger Bacon
Sebastian Haager's Sun Life Financial Experience July 2008 - Present
Job Account Executive, Group Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2008 - Present
Sun Life Financial January 2007 - June 2008
Sun Life Financial August 2004 - January 2007
Skills
Insurance, Disability Insurance, Critical Illness, Employee Benefits, Health Insurance, Life Insurance, Retirement Planning, Pensions, Account Management, Fixed Annuities, Term Life Insurance, Retirement, Mutual Funds
Education
The University of Calgary 1998 — 2004
BA, Economics
Sun Life Financial July 2008 - Present
Sun Life Financial January 2007 - June 2008
Sun Life Financial August 2004 - January 2007
Skills
Insurance, Disability Insurance, Critical Illness, Employee Benefits, Health Insurance, Life Insurance, Retirement Planning, Pensions, Account Management, Fixed Annuities, Term Life Insurance, Retirement, Mutual Funds
Education
The University of Calgary 1998 — 2004
BA, Economics
Jenna Sullivan's Sun Life Financial Experience July 2014 - Present
Job National Account Implementation Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial July 2013 - July 2014
Sun Life Financial June 2011 - July 2013
Sun Life Financial September 2008 - June 2011
Skills
Term Life Insurance, Underwriting, Employee Benefits, Account Management, Customer Service, Disability Insurance, Benefits Administration, Management, Negotiation, Brokers, Health Savings Accounts, Sales Process, Customer Retention, CRM, Leadership, Health Insurance, Claim
Education
National Paralegal College 2007 — 2009
Associate of Arts (A.A.), Legal Studies, General
The University of Connecticut 2003 — 2005
Business Administration and Management, General
Sun Life Financial July 2014 - Present
Sun Life Financial July 2013 - July 2014
Sun Life Financial June 2011 - July 2013
Sun Life Financial September 2008 - June 2011
Skills
Term Life Insurance, Underwriting, Employee Benefits, Account Management, Customer Service, Disability Insurance, Benefits Administration, Management, Negotiation, Brokers, Health Savings Accounts, Sales Process, Customer Retention, CRM, Leadership, Health Insurance, Claim
Education
National Paralegal College 2007 — 2009
Associate of Arts (A.A.), Legal Studies, General
The University of Connecticut 2003 — 2005
Business Administration and Management, General
Marina Momot's Sun Life Financial Experience August 2002 - August 2013
Job Associate Director, Actuarial Services at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial August 2002 - August 2013
Education
University of Connecticut 2000 — 2002
Masters in Actuarial Science, Actuarial Science, Math
Delaware Life August 2013 - Present
Sun Life Financial August 2002 - August 2013
Education
University of Connecticut 2000 — 2002
Masters in Actuarial Science, Actuarial Science, Math
Gordon Shergold's Sun Life Financial Experience May 2007 - September 2009
Job Marketing Associate
Industry Food & Beverages
Experience
Sysco January 2012 - Present
Impact Canopies Canada Inc January 2010 - August 2011
Sun Life Financial May 2007 - September 2009
Taylor Made-adidas Golf September 1999 - May 2006
Skills
Trade Shows, Marketing Strategy, Sports, Marketing, Sales Operations, Management
Education
University of Alberta 1979 — 1984
B. Ed., Social Studies/Business
Sysco January 2012 - Present
Impact Canopies Canada Inc January 2010 - August 2011
Sun Life Financial May 2007 - September 2009
Taylor Made-adidas Golf September 1999 - May 2006
Skills
Trade Shows, Marketing Strategy, Sports, Marketing, Sales Operations, Management
Education
University of Alberta 1979 — 1984
B. Ed., Social Studies/Business
Christy Chan's Sun Life Financial Experience August 2011 - May 2014
Job Investment Operations Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
Sean Rabinowitz's Sun Life Financial Experience January 2006 - December 2009
Job Vice President at Associated Community Brokers, Inc.
Industry Insurance
Experience
Associated Community Brokers, Inc. January 2009 - Present
Sun Life Financial January 2006 - December 2009
Genworth Financial May 2002 - January 2006
Skills
Property & Casualty..., Workers Compensation, Strategic Planning, Financial Modeling, Human Resources, Healthcare Management, PPACA, Relationship Management, Labor Relations, Actuarial Consulting, Sales Management, Account Management, Key Account Management, Self Funding, Defind Contribution, Long-term Care, Benefits Administration, Reinsurance, Accident, Health Care Reform, Managed Care, Sales, Risk Management, Employment Practices..., New Business Development, Group Insurance, Insurance Brokerage, Brokers, Employee Benefits, Insurance, PowerPoint, Underwriting, Fixed Annuities, Property
Education
University of Connecticut 1998 — 2002
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management and Insurance
Associated Community Brokers, Inc. January 2009 - Present
Sun Life Financial January 2006 - December 2009
Genworth Financial May 2002 - January 2006
Skills
Property & Casualty..., Workers Compensation, Strategic Planning, Financial Modeling, Human Resources, Healthcare Management, PPACA, Relationship Management, Labor Relations, Actuarial Consulting, Sales Management, Account Management, Key Account Management, Self Funding, Defind Contribution, Long-term Care, Benefits Administration, Reinsurance, Accident, Health Care Reform, Managed Care, Sales, Risk Management, Employment Practices..., New Business Development, Group Insurance, Insurance Brokerage, Brokers, Employee Benefits, Insurance, PowerPoint, Underwriting, Fixed Annuities, Property
Education
University of Connecticut 1998 — 2002
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management and Insurance
Alice Leung's Sun Life Financial Experience August 2008 - April 2010
Job Consulting at Deloitte Canada
Industry Management Consulting
Experience
Deloitte Canada July 2014 - Present
Big Tree Capital Partners, LLC September 2013 - June 2014
Trindent Consulting May 2010 - March 2012
Impact Entrepreneurship Group 2011 - 2011
Sun Life Financial August 2008 - April 2010
Bank of Montreal 2007 - 2007
Mercer 2006 - 2006
Scotiabank 2005 - 2005
Bank of Canada 2004 - 2004
Skills
Management Consulting, Corporate Finance, Financial Modeling, Project Management, Entrepreneurship, Start-ups, Financial Reporting, Financial Analysis, Market Analysis, Strategy, Project Planning, Business Development, Market Research, Business Analysis, Business Strategy
Education
Cambridge University 2012 — 2013
Master of Business Administration (M.B.A.)
University of Waterloo 2003 — 2008
Bachelor of Mathematics, Business Administration, Finance
Deloitte Canada July 2014 - Present
Big Tree Capital Partners, LLC September 2013 - June 2014
Trindent Consulting May 2010 - March 2012
Impact Entrepreneurship Group 2011 - 2011
Sun Life Financial August 2008 - April 2010
Bank of Montreal 2007 - 2007
Mercer 2006 - 2006
Scotiabank 2005 - 2005
Bank of Canada 2004 - 2004
Skills
Management Consulting, Corporate Finance, Financial Modeling, Project Management, Entrepreneurship, Start-ups, Financial Reporting, Financial Analysis, Market Analysis, Strategy, Project Planning, Business Development, Market Research, Business Analysis, Business Strategy
Education
Cambridge University 2012 — 2013
Master of Business Administration (M.B.A.)
University of Waterloo 2003 — 2008
Bachelor of Mathematics, Business Administration, Finance
Natalie Marinilli's Sun Life Financial Experience 2007 - 2010
Job Sales Executive at Pegasystems helping to Delivering Digital Innovation to the World's Leading Insurance Organizations
Industry Computer Software
Experience
Pegasystems May 2013 - Present
Pegasystems June 2010 - May 2013
Sun Life Financial 2007 - 2010
Franciscan Hospital for Children June 2006 - September 2007
Skills
Insurance, Lead Generation, Sales Operations, CRM, Leadership, Call Centers, Recruiting, Strategy, Negotiation, Business Process..., Enterprise Software, Direct Sales, Training, Sales Management, Customer Service
Education
Boston College 2004 — 2006
Masters, Mental Health Counseling
University of Florida 2000 — 2004
BS, Psychology
Hillsborough High School 1996 — 2000
Pegasystems May 2013 - Present
Pegasystems June 2010 - May 2013
Sun Life Financial 2007 - 2010
Franciscan Hospital for Children June 2006 - September 2007
Skills
Insurance, Lead Generation, Sales Operations, CRM, Leadership, Call Centers, Recruiting, Strategy, Negotiation, Business Process..., Enterprise Software, Direct Sales, Training, Sales Management, Customer Service
Education
Boston College 2004 — 2006
Masters, Mental Health Counseling
University of Florida 2000 — 2004
BS, Psychology
Hillsborough High School 1996 — 2000
Holly Diep's Sun Life Financial Experience January 2009 - Present
Job Regional Sales Director Western Canada Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2009 - Present
Skills
Life Insurance, Critical Illness, Long Term Care Insurance, Health Insurance, Certified Financial..., Investments, Estate Planning, Tax, Retirement, Sales, Insurance
Education
University of Alberta
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Sun Life Financial January 2009 - Present
Skills
Life Insurance, Critical Illness, Long Term Care Insurance, Health Insurance, Certified Financial..., Investments, Estate Planning, Tax, Retirement, Sales, Insurance
Education
University of Alberta
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Yi (Kellie) Zhang's Sun Life Financial Experience August 2011 - Present
Job Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2011 - Present
Milliman May 2010 - August 2010
Prudential Financial May 2009 - August 2009
Education
The University of Connecticut 2007 — 2011
BA, BS, Actuarial Science, Finance
Sun Life Financial August 2011 - Present
Milliman May 2010 - August 2010
Prudential Financial May 2009 - August 2009
Education
The University of Connecticut 2007 — 2011
BA, BS, Actuarial Science, Finance
Sharon Renzoni's Sun Life Financial Experience
Job Sales Administration at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial
Skills
Leadership, Risk Management, Sales, Health Insurance, Underwriting, Insurance, Employee Benefits, Claim, Disability Insurance, Life Insurance, Fundraising, Process Improvement, Management, Time Management
Education
The University of Connecticut 1982 — 1986
BA and MBA, Mathematics/Actuarial Science/Business
Sun Life Financial
Skills
Leadership, Risk Management, Sales, Health Insurance, Underwriting, Insurance, Employee Benefits, Claim, Disability Insurance, Life Insurance, Fundraising, Process Improvement, Management, Time Management
Education
The University of Connecticut 1982 — 1986
BA and MBA, Mathematics/Actuarial Science/Business
Charles Alaimo's Sun Life Financial Experience June 2006 - June 2010
Job Disability Claim Consultant
Industry Insurance
Experience
Self Employed Consultant 2011 - Present
Sun Life Financial June 2006 - June 2010
Skills
Insurance, Customer Relations
Education
The University of Connecticut
BA
Self Employed Consultant 2011 - Present
Sun Life Financial June 2006 - June 2010
Skills
Insurance, Customer Relations
Education
The University of Connecticut
BA
Andrea Kopczynski's Sun Life Financial Experience June 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial May 2008 - June 2013
T-Mobile July 2005 - April 2008
Sysco June 2003 - July 2005
Skills
Public Speaking, Problem Solving, Sales Management, Insurance, Employee Benefits, Disability Insurance, Sales Presentations, Benefits Administration, CRM, Sales Operations, Training, Customer Satisfaction, Marketing Strategy, Customer Service, Health Insurance, Life Insurance, Management, New Business Development, Sales, Strategy
Education
University of Delaware 2000 — 2003
Bachelor of Arts, English with a Theater minor
College of Charleston 1999 — 2000
Sun Life Financial June 2013 - Present
Sun Life Financial May 2008 - June 2013
T-Mobile July 2005 - April 2008
Sysco June 2003 - July 2005
Skills
Public Speaking, Problem Solving, Sales Management, Insurance, Employee Benefits, Disability Insurance, Sales Presentations, Benefits Administration, CRM, Sales Operations, Training, Customer Satisfaction, Marketing Strategy, Customer Service, Health Insurance, Life Insurance, Management, New Business Development, Sales, Strategy
Education
University of Delaware 2000 — 2003
Bachelor of Arts, English with a Theater minor
College of Charleston 1999 — 2000
Miguel Vivar's Sun Life Financial Experience August 2011 - March 2012
Job Associate Actuary at Humana
Industry Financial Services
Experience
Humana July 2012 - Present
Sun Life Financial August 2011 - March 2012
Sun Life Financial January 2008 - July 2011
Genworth Financial January 2007 - December 2007
Skills
Microsoft Office, Visual Basic, SAS, SPSS, Viewpoint, Spanish
Education
The University of Connecticut 2005 — 2006
Master of Science (M.S.), Statistics
The University of Connecticut 2004 — 2005
Master of Arts (M.A.), Economics
Humana July 2012 - Present
Sun Life Financial August 2011 - March 2012
Sun Life Financial January 2008 - July 2011
Genworth Financial January 2007 - December 2007
Skills
Microsoft Office, Visual Basic, SAS, SPSS, Viewpoint, Spanish
Education
The University of Connecticut 2005 — 2006
Master of Science (M.S.), Statistics
The University of Connecticut 2004 — 2005
Master of Arts (M.A.), Economics
Marion Hartman's Sun Life Financial Experience November 2012 - February 2015
Job Client Service Professional / Conversion – Transition Teams
Industry Insurance
Experience
Sun Life Financial November 2012 - February 2015
Data-Mail 2011 - 2012
Toyota July 2009 - August 2011
Hartford Direct Inc. 1993 - 2009
Skills
Customer Service, Customer Satisfaction, Account Management, Problem Resolution, Voluntary Employee..., Microsoft Excel, Microsoft Office, Microsoft Word, Peer Mentoring, Teamwork, Client Liaison, Database Administration, Data Mining, Meeting and Event..., Sales, Accounting, Employee Benefits
Education
The University of Connecticut
Business/Management
Sun Life Financial November 2012 - February 2015
Data-Mail 2011 - 2012
Toyota July 2009 - August 2011
Hartford Direct Inc. 1993 - 2009
Skills
Customer Service, Customer Satisfaction, Account Management, Problem Resolution, Voluntary Employee..., Microsoft Excel, Microsoft Office, Microsoft Word, Peer Mentoring, Teamwork, Client Liaison, Database Administration, Data Mining, Meeting and Event..., Sales, Accounting, Employee Benefits
Education
The University of Connecticut
Business/Management
Racquel Durrant's Sun Life Financial Experience April 2002 - Present
Job Claims Analyst at Sun life Assurance of Canada
Industry Insurance
Experience
Sun Life Financial April 2002 - Present
Skills
Health Insurance, Insurance, Life Insurance, Claims Management, Reinsurance, General Insurance, Term Life Insurance, Employee Benefits, Commercial Insurance, Liability, Long-term Care
Education
The University of Connecticut 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Human Development and Family Studies, General
Sun Life Financial April 2002 - Present
Skills
Health Insurance, Insurance, Life Insurance, Claims Management, Reinsurance, General Insurance, Term Life Insurance, Employee Benefits, Commercial Insurance, Liability, Long-term Care
Education
The University of Connecticut 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Human Development and Family Studies, General
Sandy Boehnke, BScOT, CRM's Sun Life Financial Experience 2012 - 2013
Job Clinical Research Coordinator at University of Alberta Hosiptal
Industry Hospital & Health Care
Experience
University of Alberta Hosiptal September 2014 - Present
Ivey Business School - International Centre for Health Innovation 2013 - 2014
Sun Life Financial 2012 - 2013
Alberta Health Services 2011 - 2012
Covenant Health Canada - Misericordia Hospital 2003 - 2010
Covenant Health Canada - Misericordia Hospital 2001 - 2003
Covenant Health Canada - Misericordia Hospital 2000 - 2001
Extendicare 2000 - 2000
Extendicare 1991 - 1997
Skills
Healthcare, Treatment, Therapists, Clinical Research, Rehabilitation, Orthopedics, Case Management, Occupational Therapy, Interventions, Hospitals
Education
University of Alberta Faculty of Extension 2011 — 2012
Risk Management Certificate, Risk Management
PYT
University of Alberta
Bachelor of Science in Occupational Therapy, Occupational Therapy/Therapist
University of Alberta Hosiptal September 2014 - Present
Ivey Business School - International Centre for Health Innovation 2013 - 2014
Sun Life Financial 2012 - 2013
Alberta Health Services 2011 - 2012
Covenant Health Canada - Misericordia Hospital 2003 - 2010
Covenant Health Canada - Misericordia Hospital 2001 - 2003
Covenant Health Canada - Misericordia Hospital 2000 - 2001
Extendicare 2000 - 2000
Extendicare 1991 - 1997
Skills
Healthcare, Treatment, Therapists, Clinical Research, Rehabilitation, Orthopedics, Case Management, Occupational Therapy, Interventions, Hospitals
Education
University of Alberta Faculty of Extension 2011 — 2012
Risk Management Certificate, Risk Management
PYT
University of Alberta
Bachelor of Science in Occupational Therapy, Occupational Therapy/Therapist
Steven Leask's Sun Life Financial Experience January 2006 - Present
Job LTD Sr. Consultant II at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2006 - Present
Education
University of Tulsa College of Law 1992 — 1995
Doctor of Law (JD)
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial January 2006 - Present
Education
University of Tulsa College of Law 1992 — 1995
Doctor of Law (JD)
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Karolina Nowakowska's Sun Life Financial Experience April 2011 - November 2011
Job Compensation Analyst at Alberta Energy Regulator (AER)
Industry Oil & Energy
Experience
Alberta Energy Regulator (AER) September 2013 - Present
Alberta Energy Regulator (AER) November 2011 - September 2013
Sun Life Financial April 2011 - November 2011
Sun Life Financial November 2009 - April 2011
Sun Life Financial March 2008 - November 2009
Skills
Employee Benefits, Management, Business Analysis, Compensation, Analysis, Data Analysis
Education
University of Calgary 2003 — 2007
Bachelor of Science (B.Sc.), Actuarial Science
Alberta Energy Regulator (AER) September 2013 - Present
Alberta Energy Regulator (AER) November 2011 - September 2013
Sun Life Financial April 2011 - November 2011
Sun Life Financial November 2009 - April 2011
Sun Life Financial March 2008 - November 2009
Skills
Employee Benefits, Management, Business Analysis, Compensation, Analysis, Data Analysis
Education
University of Calgary 2003 — 2007
Bachelor of Science (B.Sc.), Actuarial Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.