Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Keith Hooper Keith Hooper's Sun Life Financial Experience September 2002 - May 2003
Job
Industry Information Technology and Services
Experience
INTRIA April 2012 - Present
Rogers Communications November 2011 - April 2012
Maple Leaf Foods March 2011 - November 2011
Research In Motion April 2009 - January 2011
Symcor Inc. January 2007 - October 2008
INTRIA Items Inc. December 2005 - August 2006
INTRIA Items Inc. May 2004 - December 2005
Allstream July 2003 - March 2004
Sun Life Financial September 2002 - May 2003
Cogeco Cable May 2002 - September 2002
Skills
Change Management, Project Management, PMO, Project Portfolio..., Project Delivery, Program Management, Resource Management, Projects, Consulting, Governance, Business Transformation, Requirements Gathering, Integration, Business Process..., Business Process, MS Project, CRM, ITIL, Agile Project Management, Enterprise Architecture, Business Intelligence, Agile Methodologies, IT Management, IT Service Management, Cross-functional Team..., Outsourcing
Education
University of Guelph 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
INTRIA April 2012 - Present
Rogers Communications November 2011 - April 2012
Maple Leaf Foods March 2011 - November 2011
Research In Motion April 2009 - January 2011
Symcor Inc. January 2007 - October 2008
INTRIA Items Inc. December 2005 - August 2006
INTRIA Items Inc. May 2004 - December 2005
Allstream July 2003 - March 2004
Sun Life Financial September 2002 - May 2003
Cogeco Cable May 2002 - September 2002
Skills
Change Management, Project Management, PMO, Project Portfolio..., Project Delivery, Program Management, Resource Management, Projects, Consulting, Governance, Business Transformation, Requirements Gathering, Integration, Business Process..., Business Process, MS Project, CRM, ITIL, Agile Project Management, Enterprise Architecture, Business Intelligence, Agile Methodologies, IT Management, IT Service Management, Cross-functional Team..., Outsourcing
Education
University of Guelph 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
Melanie Wolfford Melanie Wolfford's Sun Life Financial Experience June 2013 - December 2013
Job Oracle Applications Architect Lead
Industry Information Technology and Services
Experience
AEGON Americas January 2014 - Present
Avista May 2014 - December 2014
The Andover Companies May 2014 - November 2014
Regence BlueCross BlueShield of Oregon March 2014 - June 2014
Olin Corporation October 2013 - December 2013
Sun Life Financial June 2013 - December 2013
Cigna August 2013 - October 2013
Travelers May 2012 - December 2012
Axis Capital March 2011 - April 2012
Tennessee Valley Authority February 2009 - April 2011
Skills
Documaker, SQL, Project Management, Microsoft Office, JavaScript, Microsoft SQL Server, HTML, Business Analysis, Windows, XML, MySQL, Oracle, C#, Microsoft Excel, SDLC, Requirements Analysis
Education
University of Houston
Master of Science (MS), Mathematics
AEGON Americas January 2014 - Present
Avista May 2014 - December 2014
The Andover Companies May 2014 - November 2014
Regence BlueCross BlueShield of Oregon March 2014 - June 2014
Olin Corporation October 2013 - December 2013
Sun Life Financial June 2013 - December 2013
Cigna August 2013 - October 2013
Travelers May 2012 - December 2012
Axis Capital March 2011 - April 2012
Tennessee Valley Authority February 2009 - April 2011
Skills
Documaker, SQL, Project Management, Microsoft Office, JavaScript, Microsoft SQL Server, HTML, Business Analysis, Windows, XML, MySQL, Oracle, C#, Microsoft Excel, SDLC, Requirements Analysis
Education
University of Houston
Master of Science (MS), Mathematics
Ava Tian's Sun Life Financial Experience September 2014 - Present
Job Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial December 2010 - September 2014
Sun Life Financial September 2009 - December 2010
TD September 2008 - September 2009
Corporate Express/ Staples March 2006 - September 2008
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD March 1998 - August 2002
Skills
Critical Illness, Retirement Savings, Disability Insurance, Retirement Planning, Retirement, Financial Advisory, Life Insurance, Mutual Funds, Estate Planning, Wealth, Health Insurance, Insurance, Recruiting, Financial Planners, Fixed Annuities, Wealth Management, Mortgage Lending, Financial Services, Strategic Financial..., Finance, Financial Planning
Education
University of Manitoba 2003 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General, Double Major
Sun Life Financial September 2014 - Present
Sun Life Financial December 2010 - September 2014
Sun Life Financial September 2009 - December 2010
TD September 2008 - September 2009
Corporate Express/ Staples March 2006 - September 2008
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD March 1998 - August 2002
Skills
Critical Illness, Retirement Savings, Disability Insurance, Retirement Planning, Retirement, Financial Advisory, Life Insurance, Mutual Funds, Estate Planning, Wealth, Health Insurance, Insurance, Recruiting, Financial Planners, Fixed Annuities, Wealth Management, Mortgage Lending, Financial Services, Strategic Financial..., Finance, Financial Planning
Education
University of Manitoba 2003 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General, Double Major
Jamie Beach's Sun Life Financial Experience May 2001 - February 2005
Job Solution Architect at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial May 2008 - Present
McAfee February 2005 - March 2008
Sun Life Financial May 2001 - February 2005
Linamar 2000 - 2001
Sybase 1998 - 1999
Education
University of Guelph 1997 — 2001
Computing and Information Science, IT
Manulife Financial May 2008 - Present
McAfee February 2005 - March 2008
Sun Life Financial May 2001 - February 2005
Linamar 2000 - 2001
Sybase 1998 - 1999
Education
University of Guelph 1997 — 2001
Computing and Information Science, IT
Karen Layne-Yorke Karen Layne-Yorke's Sun Life Financial Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
Jordan Brobyn's Sun Life Financial Experience April 2012 - September 2012
Job Support Analyst, Level 2 at Ideaca
Industry Computer Software
Experience
Ideaca June 2013 - Present
Sun Life Financial April 2012 - September 2012
Sun Life Financial April 2011 - September 2011
Skills
C, Online Gaming, Java, HTML, C#, Python, JavaScript, Subversion, Android, Programming
Education
University of Guelph 2009 — 2012
Bachelor of Computing, Computer Science
Ideaca June 2013 - Present
Sun Life Financial April 2012 - September 2012
Sun Life Financial April 2011 - September 2011
Skills
C, Online Gaming, Java, HTML, C#, Python, JavaScript, Subversion, Android, Programming
Education
University of Guelph 2009 — 2012
Bachelor of Computing, Computer Science
Keith Kikuchi Keith Kikuchi's Sun Life Financial Experience 2002 - 2003
Job IT Professional seeking Data Architect / Modeler position
Industry Information Technology and Services
Experience
CSC 2006 - 2013
Self-employed 2003 - 2006
Sun Life Financial 2002 - 2003
Collaborative Consulting 2000 - 2001
Insurance Technology Services of America 1999 - 2000
CSC 1988 - 1998
Skills
Data Architecture, Logical Data Modeling, Data Modeling, Data Warehousing, Database Design, Data Integration, Data Warehouse..., Erwin, Data Migration, SQL Tuning, Oracle RDBMS, Requirements Gathering, Microsoft Office, Unix, PL/SQL, Oracle, Requirements Analysis, Databases, SQL
Education
University of Hawaii at Manoa
Master of Science (MS), Information and Computer Sciences
University of Hawaii at Manoa
Bachelor of Science (BS), Information and Computer Sciences
CSC 2006 - 2013
Self-employed 2003 - 2006
Sun Life Financial 2002 - 2003
Collaborative Consulting 2000 - 2001
Insurance Technology Services of America 1999 - 2000
CSC 1988 - 1998
Skills
Data Architecture, Logical Data Modeling, Data Modeling, Data Warehousing, Database Design, Data Integration, Data Warehouse..., Erwin, Data Migration, SQL Tuning, Oracle RDBMS, Requirements Gathering, Microsoft Office, Unix, PL/SQL, Oracle, Requirements Analysis, Databases, SQL
Education
University of Hawaii at Manoa
Master of Science (MS), Information and Computer Sciences
University of Hawaii at Manoa
Bachelor of Science (BS), Information and Computer Sciences
Raymond Wong B.Sc., CLU, CHS, EPC Raymond Wong B.Sc., CLU, CHS, EPC's Sun Life Financial Experience January 2001 - Present
Job Senior Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2001 - Present
Clarica September 1999 - December 2000
Mutual Group May 1998 - August 1999
MetLife June 1991 - April 1998
MetLife August 1990 - May 1991
MetLife August 1988 - July 1990
Skills
Management, Recruiting, Finance, Sales, Talent Management, Branch Banking, Critical Illness, Estate Planning, Long-term Care, Segregated Funds, Retirement Savings, Financial Planners, Financial Analysis, Wealth, Health Insurance, Term Life Insurance, Asset Allocation, Financial Modeling, Asset Management, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Guelph 1984 — 1988
B.Sc., Computer Science & Business Administration
Riverdale Collegiate Institute 1981 — 1984
High School Diploma Graduation, Grade 13
Sun Life Financial January 2001 - Present
Clarica September 1999 - December 2000
Mutual Group May 1998 - August 1999
MetLife June 1991 - April 1998
MetLife August 1990 - May 1991
MetLife August 1988 - July 1990
Skills
Management, Recruiting, Finance, Sales, Talent Management, Branch Banking, Critical Illness, Estate Planning, Long-term Care, Segregated Funds, Retirement Savings, Financial Planners, Financial Analysis, Wealth, Health Insurance, Term Life Insurance, Asset Allocation, Financial Modeling, Asset Management, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Guelph 1984 — 1988
B.Sc., Computer Science & Business Administration
Riverdale Collegiate Institute 1981 — 1984
High School Diploma Graduation, Grade 13
Angela Pang Angela Pang's Sun Life Financial Experience April 2010 - August 2010
Job Software Developer at Tata Consultancy Services
Industry Computer Software
Experience
Tata Consultancy Services June 2015 - Present
GE Hitachi Canada January 2014 - August 2014
IBM Canada May 2013 - August 2013
IBM Canada September 2012 - December 2012
Oriental Food Mart June 2010 - August 2010
Sun Life Financial April 2010 - August 2010
Skills
Teamwork, Software Testing Life..., Microsoft Office, Engineering..., Software Design, Time Management, Software Engineering, Microsoft Excel, Test Automation, Software Development, Software Installation, Software Quality..., Microsoft Word, Nuclear Instrumentation, Research, Nuclear, Java, Testing
Education
University of Guelph 2010 — 2015
Bachelor of Computing, Software Engineering, Graduated
Tata Consultancy Services June 2015 - Present
GE Hitachi Canada January 2014 - August 2014
IBM Canada May 2013 - August 2013
IBM Canada September 2012 - December 2012
Oriental Food Mart June 2010 - August 2010
Sun Life Financial April 2010 - August 2010
Skills
Teamwork, Software Testing Life..., Microsoft Office, Engineering..., Software Design, Time Management, Software Engineering, Microsoft Excel, Test Automation, Software Development, Software Installation, Software Quality..., Microsoft Word, Nuclear Instrumentation, Research, Nuclear, Java, Testing
Education
University of Guelph 2010 — 2015
Bachelor of Computing, Software Engineering, Graduated
Mindy McKen Mindy McKen's Sun Life Financial Experience Director, Insurance Company Services, Relationship ManagementCIBC Mellon Trust CompanyApril 1999 - February 2007
Job Assistant VicePresident & Assistant Corporate Secretary at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Director, Insurance Company Services, Relationship ManagementCIBC Mellon Trust CompanyApril 1999 - February 2007
Montreal Trust Company of Canada December 1996 - April 1999
Education
University of Guelph
Social Sciences, English, Fine Art
Sun Life Financial Director, Insurance Company Services, Relationship ManagementCIBC Mellon Trust CompanyApril 1999 - February 2007
Montreal Trust Company of Canada December 1996 - April 1999
Education
University of Guelph
Social Sciences, English, Fine Art
Scott Sperry Scott Sperry's Sun Life Financial Experience March 2014 - Present
Job Implementation Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2014 - Present
Disability RMS October 2000 - March 2014
Unum May 1999 - October 2000
Cary Medical Center Rehabilitation Services March 1998 - May 1999
Cary Medical Center Rehabilitation Services February 1996 - March 1998
Skills
Disability Insurance, Insurance, Claim, Claims Management, Health Insurance, Employee Benefits, Term Life Insurance, Rehabilitation, Risk Management, Workers Compensation, Property & Casualty..., Customer Service
Education
University of Maine 1992 — 1995
Bachelor of Science, Physical Education
University of Maine at Orono 1989 — 1992
BS, Physical Education
Sun Life Financial March 2014 - Present
Disability RMS October 2000 - March 2014
Unum May 1999 - October 2000
Cary Medical Center Rehabilitation Services March 1998 - May 1999
Cary Medical Center Rehabilitation Services February 1996 - March 1998
Skills
Disability Insurance, Insurance, Claim, Claims Management, Health Insurance, Employee Benefits, Term Life Insurance, Rehabilitation, Risk Management, Workers Compensation, Property & Casualty..., Customer Service
Education
University of Maine 1992 — 1995
Bachelor of Science, Physical Education
University of Maine at Orono 1989 — 1992
BS, Physical Education
Adam Cahill's Sun Life Financial Experience July 2004 - June 2006
Job Vice President of Sales, Director Medicare Services at Sherrill Morgan Agency
Industry Insurance
Experience
Sherrill D. Morgan & Associates January 2007 - Present
Catholic Order of Foresters August 2010 - Present
S&S HealthCare Strategies [Cinn] June 2006 - January 2007
Sun Life Financial July 2004 - June 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Insurance, Medicare, Life Insurance, Insurance Brokerage, Group Insurance, COBRA, Health Savings Accounts, Long Term Care Insurance, Brokers, Group Benefits, Whole Life, Sales, Medicare Advantage, Medicare Supplements, Medicare Prescription...
Education
University of Notre Dame 2000 — 2004
Arts and Letters, History, American Studies
University of Iowa 2003 — 2003
Irish Creative Writing Program
Sherrill D. Morgan & Associates January 2007 - Present
Catholic Order of Foresters August 2010 - Present
S&S HealthCare Strategies [Cinn] June 2006 - January 2007
Sun Life Financial July 2004 - June 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Insurance, Medicare, Life Insurance, Insurance Brokerage, Group Insurance, COBRA, Health Savings Accounts, Long Term Care Insurance, Brokers, Group Benefits, Whole Life, Sales, Medicare Advantage, Medicare Supplements, Medicare Prescription...
Education
University of Notre Dame 2000 — 2004
Arts and Letters, History, American Studies
University of Iowa 2003 — 2003
Irish Creative Writing Program
Darryl Fitzgerald Darryl Fitzgerald's Sun Life Financial Experience February 2005 - January 2007
Job Business System Analyst at Equitable Life
Industry Insurance
Experience
Equitable Life June 2014 - Present
Equitable Life January 2011 - May 2014
Equitable Life April 2008 - January 2011
Equitable Life June 2007 - April 2008
Equitable Life January 2007 - May 2007
Sun Life Financial February 2005 - January 2007
Skills
Insurance, Fixed Annuities, Brokers, Term Life Insurance, Investments, Change Management, Underwriting, Reinsurance, Retirement, Management, Process Improvement, Customer Service, Risk Management, Life Insurance, Mutual Funds, Financial Risk, Coaching, Team Building, Leadership, Account Management, Business Process, Team Management, New Business Development, Pricing, Relationship Management, Analysis, Business Analysis
Education
University of Guelph 1999 — 2005
Honours BA, Classical Studies
Equitable Life June 2014 - Present
Equitable Life January 2011 - May 2014
Equitable Life April 2008 - January 2011
Equitable Life June 2007 - April 2008
Equitable Life January 2007 - May 2007
Sun Life Financial February 2005 - January 2007
Skills
Insurance, Fixed Annuities, Brokers, Term Life Insurance, Investments, Change Management, Underwriting, Reinsurance, Retirement, Management, Process Improvement, Customer Service, Risk Management, Life Insurance, Mutual Funds, Financial Risk, Coaching, Team Building, Leadership, Account Management, Business Process, Team Management, New Business Development, Pricing, Relationship Management, Analysis, Business Analysis
Education
University of Guelph 1999 — 2005
Honours BA, Classical Studies
Steve Ballantyne's Sun Life Financial Experience October 2005 - September 2006
Job Founder at STATION Cold Brew Coffee Co.
Industry Marketing and Advertising
Experience
STATION Cold Brew Coffee Co. March 2014 - Present
Neighbourhood Buzz April 2010 - Present
Clearly Leads March 2009 - June 2010
Whistler Recycling Service January 2007 - January 2009
Sun Life Financial October 2005 - September 2006
Muskoka Woods 2000 - 2004
Skills
Social Media, Business Development, Sales, Marketing Automation, Small Business, Newsletters, Online Advertising, Marketing Strategy, Real Estate, Social Media Marketing, Advertising, Email Marketing, SEO, Marketing, Strategic Partnerships, Online Marketing, Entrepreneurship, Google Analytics, Lead Generation, Public Relations, Social Networking, Web Marketing, Start-ups, Digital Strategy, Blogging, Digital Media, Product Marketing, Mobile Marketing, Marketing Communications, E-commerce, Online Lead Generation
Education
University of Guelph 2000 — 2004
B.Comm
STATION Cold Brew Coffee Co. March 2014 - Present
Neighbourhood Buzz April 2010 - Present
Clearly Leads March 2009 - June 2010
Whistler Recycling Service January 2007 - January 2009
Sun Life Financial October 2005 - September 2006
Muskoka Woods 2000 - 2004
Skills
Social Media, Business Development, Sales, Marketing Automation, Small Business, Newsletters, Online Advertising, Marketing Strategy, Real Estate, Social Media Marketing, Advertising, Email Marketing, SEO, Marketing, Strategic Partnerships, Online Marketing, Entrepreneurship, Google Analytics, Lead Generation, Public Relations, Social Networking, Web Marketing, Start-ups, Digital Strategy, Blogging, Digital Media, Product Marketing, Mobile Marketing, Marketing Communications, E-commerce, Online Lead Generation
Education
University of Guelph 2000 — 2004
B.Comm
Curtis Olson's Sun Life Financial Experience September 1999 - February 2009
Job Head of Institutional Sales at MoneyGuidePro (PIEtech, Inc.)
Industry Financial Services
Experience
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
Evan Morgan Evan Morgan's Sun Life Financial Experience September 2014 - Present
Job Advisor at Sun Life Financial
Industry Entertainment
Experience
Sun Life Financial September 2014 - Present
EvanMorganLIVE January 1997 - Present
Asper School of Business, Commerce Students' Association February 2012 - February 2013
SwarmJam May 2012 - September 2012
Commerce Students' Association April 2011 - April 2012
Manitoba Public Insurance May 2011 - August 2011
Skills
Social Media, Event Planning, Public Speaking, Marketing Communications, Social Media Marketing, Advertising, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Team Leadership, Public Relations, Marketing Strategy, Marketing
Education
University of Manitoba 2009 — 2014
Bachelor of Commerce (B.Com.), Marketing, Entrepreneurship, Top 10%
Sun Life Financial September 2014 - Present
EvanMorganLIVE January 1997 - Present
Asper School of Business, Commerce Students' Association February 2012 - February 2013
SwarmJam May 2012 - September 2012
Commerce Students' Association April 2011 - April 2012
Manitoba Public Insurance May 2011 - August 2011
Skills
Social Media, Event Planning, Public Speaking, Marketing Communications, Social Media Marketing, Advertising, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Team Leadership, Public Relations, Marketing Strategy, Marketing
Education
University of Manitoba 2009 — 2014
Bachelor of Commerce (B.Com.), Marketing, Entrepreneurship, Top 10%
Mike Otis's Sun Life Financial Experience April 2012 - May 2014
Job Business Development Executive at AFLAC Benefit Solutions
Industry Insurance
Experience
AFLAC Benefit Solutions May 2014 - Present
Sun Life Financial April 2012 - May 2014
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Voluntary Employee..., Brokers, Term Life Insurance
Education
University of Kentucky 1987 — 1991
BA, Communications
AFLAC Benefit Solutions May 2014 - Present
Sun Life Financial April 2012 - May 2014
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Voluntary Employee..., Brokers, Term Life Insurance
Education
University of Kentucky 1987 — 1991
BA, Communications
Alvin Yee Alvin Yee's Sun Life Financial Experience May 2015 - Present
Job Sr. Project Manager at Sun Life Financial
Industry Management Consulting
Experience
Sun Life Financial May 2015 - Present
CBRE Canada June 2014 - May 2015
Independent May 2013 - June 2014
Cresa Toronto June 2012 - April 2013
MHPM Project Managers Inc. February 2011 - April 2012
Project Control Group Inc. January 2009 - November 2009
CB RICHARD ELLIS Global Corporate Services 2006 - 2009 March 2006 - January 2009
HOK Canada/Urbana Architects January 2005 - January 2006
DIAMOND AND SCHMITT ARCHITECTS INCORPORATED November 2002 - December 2004
Diamond Schmitt Architects 2002 - 2004
Skills
Public Law, Submittals, Feasibility Studies, Management, CRM, Project Planning, Project Management, MS Project, Construction Management, Contract Management, Program Management, Risk Management, Facilities Management, LEED AP, Procurement, Vendor Management, PMP, Proposal Writing, Project Delivery, Strategic Planning
Education
Construction Management Certificate George Brown College2003 2003 — 2003
Certificate of Construction Management, Construction Management
Dalhousie University (Technical University of Nova Scotia) 1984 — 1987
B.E.D.S. (Arch), Architecture
University of Manitoba 1981 — 1984
B. Sc, Mathematics
Winston Churchill Collegiate Institute 1978 — 1980
Secondary School Graduation Diploma (SSGD), Secondary School Honours Graduation Diploma (SSHGD), Mathematics & Science, Grades 12-13
De La Salle "Oaklands" College 1975 — 1978
Computer Science & Drafting, Grades 9-11
Sun Life Financial May 2015 - Present
CBRE Canada June 2014 - May 2015
Independent May 2013 - June 2014
Cresa Toronto June 2012 - April 2013
MHPM Project Managers Inc. February 2011 - April 2012
Project Control Group Inc. January 2009 - November 2009
CB RICHARD ELLIS Global Corporate Services 2006 - 2009 March 2006 - January 2009
HOK Canada/Urbana Architects January 2005 - January 2006
DIAMOND AND SCHMITT ARCHITECTS INCORPORATED November 2002 - December 2004
Diamond Schmitt Architects 2002 - 2004
Skills
Public Law, Submittals, Feasibility Studies, Management, CRM, Project Planning, Project Management, MS Project, Construction Management, Contract Management, Program Management, Risk Management, Facilities Management, LEED AP, Procurement, Vendor Management, PMP, Proposal Writing, Project Delivery, Strategic Planning
Education
Construction Management Certificate George Brown College2003 2003 — 2003
Certificate of Construction Management, Construction Management
Dalhousie University (Technical University of Nova Scotia) 1984 — 1987
B.E.D.S. (Arch), Architecture
University of Manitoba 1981 — 1984
B. Sc, Mathematics
Winston Churchill Collegiate Institute 1978 — 1980
Secondary School Graduation Diploma (SSGD), Secondary School Honours Graduation Diploma (SSHGD), Mathematics & Science, Grades 12-13
De La Salle "Oaklands" College 1975 — 1978
Computer Science & Drafting, Grades 9-11
Csaba Shawn Felek Csaba Shawn Felek's Sun Life Financial Experience November 2011 - November 2012
Job Incident and Problem Service Manager (Capital Markets Technology) at RBC
Industry Information Technology and Services
Experience
RBC February 2013 - Present
Felek Farm Kft. 1995 - Present
Sun Life Financial November 2011 - November 2012
RBC July 2007 - November 2011
RBC November 2004 - July 2007
RBC February 2004 - November 2004
Skills
SDLC, ITIL, Disaster Recovery, Governance, Vendor Management, Business Analysis, Risk Management, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Integration, Business Process..., IT Service Management, Business Intelligence, Project Management, Incident Management, Service Delivery, Agile Methodologies, Systems Analysis, User Acceptance Testing, Quality Assurance, Service Management, Cloud Computing, Change Management, IT Management, Strategy
Education
University of Guelph 2000 — 2004
BComp H., Business Administration, Computer Science
American International School of Budapest 1995 — 1997
RBC February 2013 - Present
Felek Farm Kft. 1995 - Present
Sun Life Financial November 2011 - November 2012
RBC July 2007 - November 2011
RBC November 2004 - July 2007
RBC February 2004 - November 2004
Skills
SDLC, ITIL, Disaster Recovery, Governance, Vendor Management, Business Analysis, Risk Management, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Integration, Business Process..., IT Service Management, Business Intelligence, Project Management, Incident Management, Service Delivery, Agile Methodologies, Systems Analysis, User Acceptance Testing, Quality Assurance, Service Management, Cloud Computing, Change Management, IT Management, Strategy
Education
University of Guelph 2000 — 2004
BComp H., Business Administration, Computer Science
American International School of Budapest 1995 — 1997
Julie Wheeler Julie Wheeler's Sun Life Financial Experience 2005 - 2006
Job Manager, Community Programs at Region of Waterloo
Industry Nonprofit Organization Management
Experience
Region of Waterloo May 2012 - Present
Alzheimer Society of Kitchener-Waterloo and Alzheimer Society of Cambridge January 2012 - May 2012
Alzheimer Society Kitchener Waterloo March 2006 - March 2012
Sun Life Financial 2005 - 2006
Federated Women's Institutes of Ontario February 2003 - April 2005
Skills
Volunteer Management, Fundraising, Non-profit..., Community Development, Public Speaking, Grant Writing, Board Development, Annual Giving, Social Media, Policy, Public Relations, Program Evaluation, Case Managment, Philanthropy, Social Services, Research, Community Outreach, Event Planning, Strategic Planning, Workshop Facilitation, Community Engagement, Non-profits, Organizational..., Public Policy, Nonprofits, Program Development, Editing, Proposal Writing, Event Management, Media Relations, Stewardship, Leadership, Volunteering, Charities, Capacity Building, Strategic Communications, Marketing Communications, Leadership Development, Sponsorship, Conflict Resolution, Grants, Volunteer Recruiting, Youth Development, Volunteer Training, Community Organizing, Social Networking, Community Building, Qualitative Research, Policy Analysis, Newsletters
Education
University of Guelph 1999 — 2003
BASc, Gerontology
Region of Waterloo May 2012 - Present
Alzheimer Society of Kitchener-Waterloo and Alzheimer Society of Cambridge January 2012 - May 2012
Alzheimer Society Kitchener Waterloo March 2006 - March 2012
Sun Life Financial 2005 - 2006
Federated Women's Institutes of Ontario February 2003 - April 2005
Skills
Volunteer Management, Fundraising, Non-profit..., Community Development, Public Speaking, Grant Writing, Board Development, Annual Giving, Social Media, Policy, Public Relations, Program Evaluation, Case Managment, Philanthropy, Social Services, Research, Community Outreach, Event Planning, Strategic Planning, Workshop Facilitation, Community Engagement, Non-profits, Organizational..., Public Policy, Nonprofits, Program Development, Editing, Proposal Writing, Event Management, Media Relations, Stewardship, Leadership, Volunteering, Charities, Capacity Building, Strategic Communications, Marketing Communications, Leadership Development, Sponsorship, Conflict Resolution, Grants, Volunteer Recruiting, Youth Development, Volunteer Training, Community Organizing, Social Networking, Community Building, Qualitative Research, Policy Analysis, Newsletters
Education
University of Guelph 1999 — 2003
BASc, Gerontology
Michele Woods BA EPC Michele Woods BA EPC's Sun Life Financial Experience February 2003 - August 2007
Job Regional Sales Manager/Dealing Representative
Industry Real Estate
Experience
CVC Market Point Inc. (a Canadian Horizons and Carevest Group Member Company) January 2010 - Present
Freedom 55 Financial August 2007 - December 2009
Sun Life Financial February 2003 - August 2007
Desjardins Securities September 2001 - June 2002
Rampart Securities August 2000 - September 2001
CIBC Wood Gundy August 1998 - July 2000
Mutual Life of Canada June 1996 - July 1998
Limited Market Dealer June 1989 - May 1996
Skills
Conflict Resolution
Education
Human Kinetics Institute 2011 — 2012
Periodization - Sport Specific Strength Training, Advanced Personal Training
Canadian Initiative for Elder Planning Studies 2007 — 2007
Designation Program in Elder Planning Studies
Ontario Real Estate College 2007 — 2007
Real Estate
Investment Funds Institute 2006 — 2006
Financial Services
Canadian Securities Institute 1986 — 2002
Compliance/Management/Financial Services
Financial Services Commission of Ontario 1996 — 2000
Financial Services
University of Guelph 1980 — 1985
BA, General
Palcare Network
Certification, Palliative Care
CVC Market Point Inc. (a Canadian Horizons and Carevest Group Member Company) January 2010 - Present
Freedom 55 Financial August 2007 - December 2009
Sun Life Financial February 2003 - August 2007
Desjardins Securities September 2001 - June 2002
Rampart Securities August 2000 - September 2001
CIBC Wood Gundy August 1998 - July 2000
Mutual Life of Canada June 1996 - July 1998
Limited Market Dealer June 1989 - May 1996
Skills
Conflict Resolution
Education
Human Kinetics Institute 2011 — 2012
Periodization - Sport Specific Strength Training, Advanced Personal Training
Canadian Initiative for Elder Planning Studies 2007 — 2007
Designation Program in Elder Planning Studies
Ontario Real Estate College 2007 — 2007
Real Estate
Investment Funds Institute 2006 — 2006
Financial Services
Canadian Securities Institute 1986 — 2002
Compliance/Management/Financial Services
Financial Services Commission of Ontario 1996 — 2000
Financial Services
University of Guelph 1980 — 1985
BA, General
Palcare Network
Certification, Palliative Care
Jessica Miller Jessica Miller's Sun Life Financial Experience September 2007 - Present
Job Advisor
Industry Financial Services
Experience
Sun Life Financial September 2007 - Present
Skills
Mutual Funds, Investments, Retirement, Strategic Financial..., Wealth Management, Portfolio Management, Financial Advisory, Financial Planners, Small Business, Wealth, Estate Planning, Financial Services, Pensions, Insurance, Life Insurance, Retirement Planning, Finance, Critical Illness, Wealth Accumulation, Disability Insurance, Fixed Annuities, Financial Planning
Education
University of Waterloo 2002 — 2007
BMath, Mathematics, Business Administration, Systems Management
University of Leeds 2007 — 2007
Sun Life Financial September 2007 - Present
Skills
Mutual Funds, Investments, Retirement, Strategic Financial..., Wealth Management, Portfolio Management, Financial Advisory, Financial Planners, Small Business, Wealth, Estate Planning, Financial Services, Pensions, Insurance, Life Insurance, Retirement Planning, Finance, Critical Illness, Wealth Accumulation, Disability Insurance, Fixed Annuities, Financial Planning
Education
University of Waterloo 2002 — 2007
BMath, Mathematics, Business Administration, Systems Management
University of Leeds 2007 — 2007
Shannon Leduc's Sun Life Financial Experience January 2015 - Present
Job Director, Brighter Way at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial April 2010 - January 2015
Sun Life Financial of Canada July 2008 - April 2010
Skills
Insurance, Operations Management, People Development, Problem Solving, Escalation Resolution, Customer Service, Service Delivery, Business Analysis, Business Process..., Recruiting, Financial Services, Leadership, Management, Mutual Funds, Risk Management, Vendor Management
Education
University of Guelph 1996 — 2000
BLA
Sun Life Financial January 2015 - Present
Sun Life Financial April 2010 - January 2015
Sun Life Financial of Canada July 2008 - April 2010
Skills
Insurance, Operations Management, People Development, Problem Solving, Escalation Resolution, Customer Service, Service Delivery, Business Analysis, Business Process..., Recruiting, Financial Services, Leadership, Management, Mutual Funds, Risk Management, Vendor Management
Education
University of Guelph 1996 — 2000
BLA
Jeff van Heerwaarden Jeff van Heerwaarden's Sun Life Financial Experience January 2014 - Present
Job Director, Digital Governance at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial January 2014 - Present
Capricornelius Consulting Inc. November 2007 - Present
Sun Life Financial September 2011 - January 2014
Sun Life Financial May 2010 - September 2011
Sun Life Financial April 2009 - May 2010
Sun Life Financial December 2007 - March 2009
CPAS Systems Inc. October 2001 - November 2007
HOOPP June 2000 - October 2001
Skills
Program Management, Project Management, Software Development, Vendor Management, Financial Services, Strategic Planning, Business Analysis, Integration, ITIL, Business Development, SDLC, CRM, Management, Requirements Analysis, Resource Management, PMO, MS Project, Software Project..., Project Planning, Process Improvement, Team Leadership, Leadership, IT Management, Strategy, Business Intelligence, Governance, IT Strategy, Cross-functional Team...
Education
University of Guelph 1986 — 1988
BA, Art, Mathematics
Sun Life Financial January 2014 - Present
Capricornelius Consulting Inc. November 2007 - Present
Sun Life Financial September 2011 - January 2014
Sun Life Financial May 2010 - September 2011
Sun Life Financial April 2009 - May 2010
Sun Life Financial December 2007 - March 2009
CPAS Systems Inc. October 2001 - November 2007
HOOPP June 2000 - October 2001
Skills
Program Management, Project Management, Software Development, Vendor Management, Financial Services, Strategic Planning, Business Analysis, Integration, ITIL, Business Development, SDLC, CRM, Management, Requirements Analysis, Resource Management, PMO, MS Project, Software Project..., Project Planning, Process Improvement, Team Leadership, Leadership, IT Management, Strategy, Business Intelligence, Governance, IT Strategy, Cross-functional Team...
Education
University of Guelph 1986 — 1988
BA, Art, Mathematics
Jonathan Clayman Jonathan Clayman's Sun Life Financial Experience February 2012 - Present
Job Application Analyst at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial February 2012 - Present
Sun Life Financial April 2003 - February 2012
Sun Life Financial June 1998 - April 2003
Micro Alternative Solutions May 1995 - August 1997
McDonald's June 1990 - August 1994
Skills
SQL, DB2, Lotus Notes, Software Development, IIS, Fileaid, Integration, .NET, PL/1, webMethods Integration..., Open Text Livelink, C#, Visual Basic, Testing, Mainframe, Programming, VB.NET, Requirements Gathering, Microsoft SQL Server, Quality Assurance, Systems Analysis, Software Documentation, Visio, User Acceptance Testing
Education
University of Guelph 1994 — 1998
B.A. Hons, Computer and Information Science, Business
Sun Life Financial February 2012 - Present
Sun Life Financial April 2003 - February 2012
Sun Life Financial June 1998 - April 2003
Micro Alternative Solutions May 1995 - August 1997
McDonald's June 1990 - August 1994
Skills
SQL, DB2, Lotus Notes, Software Development, IIS, Fileaid, Integration, .NET, PL/1, webMethods Integration..., Open Text Livelink, C#, Visual Basic, Testing, Mainframe, Programming, VB.NET, Requirements Gathering, Microsoft SQL Server, Quality Assurance, Systems Analysis, Software Documentation, Visio, User Acceptance Testing
Education
University of Guelph 1994 — 1998
B.A. Hons, Computer and Information Science, Business
Katharine Harrison PMP Katharine Harrison PMP's Sun Life Financial Experience April 2010 - May 2012
Job Program Manager at International Financial Data Services Canada (IFDS)
Industry Investment Management
Experience
International Financial Data Services Canada (IFDS) January 2014 - Present
IFDS January 2014 - 2014
Dundee Capital Markets May 2012 - December 2013
Sun Life Financial April 2010 - May 2012
Planning & Program Management Branch, Ministry of Government Services September 2009 - March 2010
AGF Management Ltd. April 2006 - February 2009
Dynamic Mutual Funds, Dundee Securities 2005 - 2006
BMO Nesbitt Burns 2001 - 2004
Globe & Mail - Globe Interactive 2001 - 2002
Reuters Information Services 1989 - 2001
Skills
Vendor Management, Requirements Analysis, Consulting, Coaching, Workshop Facilitation, Process Scheduler, Change Control, SDLC, Business Analysis, PMO, PMP, Requirements Gathering, Project Portfolio..., Project Management, Project Delivery, Change Management, Program Management, Software Project..., Risk Management, Financial Services, Security, Cross-functional Team..., Process Improvement, Analysis
Education
PMP 2006 — 2012
PMP, Project Management
University of Guelph 1984 — 1987
BA Honors, Political Science, History, English
International Financial Data Services Canada (IFDS) January 2014 - Present
IFDS January 2014 - 2014
Dundee Capital Markets May 2012 - December 2013
Sun Life Financial April 2010 - May 2012
Planning & Program Management Branch, Ministry of Government Services September 2009 - March 2010
AGF Management Ltd. April 2006 - February 2009
Dynamic Mutual Funds, Dundee Securities 2005 - 2006
BMO Nesbitt Burns 2001 - 2004
Globe & Mail - Globe Interactive 2001 - 2002
Reuters Information Services 1989 - 2001
Skills
Vendor Management, Requirements Analysis, Consulting, Coaching, Workshop Facilitation, Process Scheduler, Change Control, SDLC, Business Analysis, PMO, PMP, Requirements Gathering, Project Portfolio..., Project Management, Project Delivery, Change Management, Program Management, Software Project..., Risk Management, Financial Services, Security, Cross-functional Team..., Process Improvement, Analysis
Education
PMP 2006 — 2012
PMP, Project Management
University of Guelph 1984 — 1987
BA Honors, Political Science, History, English
Rick Wood, CFP® Rick Wood, CFP®'s Sun Life Financial Experience 1998 - 2005
Job Vice President Sales and Marketing at SIGHTLINE Pension Solutions
Industry Financial Services
Experience
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
Keiry Hernandez Keiry Hernandez's Sun Life Financial Experience June 2014 - August 2014
Job Undergraduate Student
Industry Professional Training & Coaching
Experience
Sun Life Financial June 2014 - August 2014
The BTS Team June 2013 - July 2013
KIPP: Escalera Group August 2012 - June 2013
Various April 2011 - May 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teaching, Project Management, Organization Skills
Education
University of Houston, C.T. Bauer College of Business 2014 — 2017
Bachelor's degree, Business Manegment and Leadership
KIPP Houston High School 2009 — 2013
Sun Life Financial June 2014 - August 2014
The BTS Team June 2013 - July 2013
KIPP: Escalera Group August 2012 - June 2013
Various April 2011 - May 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teaching, Project Management, Organization Skills
Education
University of Houston, C.T. Bauer College of Business 2014 — 2017
Bachelor's degree, Business Manegment and Leadership
KIPP Houston High School 2009 — 2013
Katrina Silvas Katrina Silvas's Sun Life Financial Experience July 2013 - Present
Job Senior Enrollment Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial February 2008 - August 2013
Sun Life Financial July 2006 - February 2008
Trellis Spa at the Houstonian Hotel April 2004 - July 2006
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Account Management, Health Insurance, Relationship Management, Customer Service, Critical Illness, Customer Retention, Enrollment Services, Online Enrollment, Strategic Enrollment...
Education
University of Houston-Clear Lake 2008 — 2010
Master of Business Administration (MBA)
University of Houston 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Sun Life Financial July 2013 - Present
Sun Life Financial February 2008 - August 2013
Sun Life Financial July 2006 - February 2008
Trellis Spa at the Houstonian Hotel April 2004 - July 2006
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Account Management, Health Insurance, Relationship Management, Customer Service, Critical Illness, Customer Retention, Enrollment Services, Online Enrollment, Strategic Enrollment...
Education
University of Houston-Clear Lake 2008 — 2010
Master of Business Administration (MBA)
University of Houston 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Nicole Bouchard's Sun Life Financial Experience July 2013 - Present
Job Implementation Consultant
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
The Hartford October 2006 - June 2013
MassMutual Financial Group May 2004 - March 2006
Skills
Microsoft Word, Microsoft Excel, Customer Service, Underwriting, Long-Term Disability, Life Insurance, Insurance, Business Objects, Sales Management, Customer Satisfaction, General Insurance, Brokers, Strategic Planning, Commercial Lines, Fixed Annuities, Customer Retention, Recruiting, Outlook, Benefits Administration, PowerPoint, Social Media, Sales, Business Analysis, Variable Annuities, Financial Analysis, Term Life Insurance, Commercial Insurance, Group Life, Disability Insurance, Time Management, Risk Management, Reinsurance, Analysis, Microsoft Office, Long-term Care, Health Insurance, Training, Group Insurance, Employee Benefits, Critical Illness, Financial Services
Education
University of Hartford 2001 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial July 2013 - Present
The Hartford October 2006 - June 2013
MassMutual Financial Group May 2004 - March 2006
Skills
Microsoft Word, Microsoft Excel, Customer Service, Underwriting, Long-Term Disability, Life Insurance, Insurance, Business Objects, Sales Management, Customer Satisfaction, General Insurance, Brokers, Strategic Planning, Commercial Lines, Fixed Annuities, Customer Retention, Recruiting, Outlook, Benefits Administration, PowerPoint, Social Media, Sales, Business Analysis, Variable Annuities, Financial Analysis, Term Life Insurance, Commercial Insurance, Group Life, Disability Insurance, Time Management, Risk Management, Reinsurance, Analysis, Microsoft Office, Long-term Care, Health Insurance, Training, Group Insurance, Employee Benefits, Critical Illness, Financial Services
Education
University of Hartford 2001 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Beth MacIntosh's Sun Life Financial Experience December 2002 - August 2005
Job Consultant
Industry Information Technology and Services
Experience
BlackBerry March 2011 - May 2015
BlackBerry June 2006 - February 2011
Pandora Press 2007 - 2010
University of Waterloo September 2005 - April 2006
Sun Life Financial December 2002 - August 2005
CBRE February 2001 - August 2002
Food Supplies Distributing 1997 - 1999
Education
University of Waterloo 2005 — 2008
Master of Arts in Rhetoric & Communication Design, Communication theory and design in the English language
University of Guelph 1996 — 2000
Bachelor of Arts, Honours English Language and Literature (minor: Marketing Management), English Language and Literature, General
BlackBerry March 2011 - May 2015
BlackBerry June 2006 - February 2011
Pandora Press 2007 - 2010
University of Waterloo September 2005 - April 2006
Sun Life Financial December 2002 - August 2005
CBRE February 2001 - August 2002
Food Supplies Distributing 1997 - 1999
Education
University of Waterloo 2005 — 2008
Master of Arts in Rhetoric & Communication Design, Communication theory and design in the English language
University of Guelph 1996 — 2000
Bachelor of Arts, Honours English Language and Literature (minor: Marketing Management), English Language and Literature, General
Patrick Dwyer Patrick Dwyer'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
Unum July 2010 - August 2013
University Tees June 2009 - August 2010
AEGON May 2009 - August 2009
Kenosha Country Club June 2006 - August 2008
Racine Country Club May 2005 - August 2007
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Tennis, Negotiation, Marketing, Sales, Leadership, Disability Insurance, Cold Calling, Networking, Teamwork, Time Management, Recruiting, Life Insurance, Management
Education
University of Iowa 2006 — 2010
B.B.A, Marketing, Entrepreneurial Management Certificate
Sun Life Financial August 2013 - Present
Unum July 2010 - August 2013
University Tees June 2009 - August 2010
AEGON May 2009 - August 2009
Kenosha Country Club June 2006 - August 2008
Racine Country Club May 2005 - August 2007
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Tennis, Negotiation, Marketing, Sales, Leadership, Disability Insurance, Cold Calling, Networking, Teamwork, Time Management, Recruiting, Life Insurance, Management
Education
University of Iowa 2006 — 2010
B.B.A, Marketing, Entrepreneurial Management Certificate
Tess Michelle Maquiso-Montojo Tess Michelle Maquiso-Montojo's Sun Life Financial Experience 2005 - Present
Job Certified Financial Planner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2005 - Present
Skills
Corporate retirement..., Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Investments, Investment Advisory, Critical Illness..., Group benefits, Travel insurance, Drug and dental..., RESPs, RRSPs, Annuities
Education
University of Houston-Clear Lake 2000 — 2002
Master of Science (M.Sc.), Management Information Systems
University of the Philippines, Diliman 1990 — 1994
Bachelor of Science (B.S.), Business Economics
Sun Life Financial 2005 - Present
Skills
Corporate retirement..., Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Investments, Investment Advisory, Critical Illness..., Group benefits, Travel insurance, Drug and dental..., RESPs, RRSPs, Annuities
Education
University of Houston-Clear Lake 2000 — 2002
Master of Science (M.Sc.), Management Information Systems
University of the Philippines, Diliman 1990 — 1994
Bachelor of Science (B.S.), Business Economics
Kimberley Jensen, B.Comm(Hons), CHS, RRC's Sun Life Financial Experience April 2009 - Present
Job Building Heroes Access to the quality of life and passion for a career you have always dreamed of!
Industry Financial Services
Experience
Sun Life Financial April 2009 - Present
Sun Life Financial July 2008 - Present
Frontier Subaru June 1998 - July 2008
Skills
Leadership Development, Strategic Thinking, Marketing Communications, Social Networking, Value Based Selling, Persuasion, Sales Coach, Training & Development, Talent Recruiting, Strategic Planning, Public Speaking, Employee Training, Sales, Talent Management, Recruiting, Management, Leadership, Coaching, Social Media Marketing, Marketing Strategy, Training, Business Development, Team Building, Wealth Management, Customer Service, Negotiation, Social Media, Retirement Planning, Insurance, Time Management, Disability Insurance, Sales Management, Investments, Finance, Team Leadership, Strategy, Analysis, New Business Development, Budgets, Financial Advisory, Project Planning, Small Business, Strategic Financial..., Critical Illness, Retirement, Relationship Management, Policy, Advertising, Business Strategy, Business Planning
Education
University of Manitoba 2000 — 2005
B.Comm(Hons), Finance/Marketing
Business Career College
IFSE
IFSE
Murdoch MacKay
Sun Life Financial April 2009 - Present
Sun Life Financial July 2008 - Present
Frontier Subaru June 1998 - July 2008
Skills
Leadership Development, Strategic Thinking, Marketing Communications, Social Networking, Value Based Selling, Persuasion, Sales Coach, Training & Development, Talent Recruiting, Strategic Planning, Public Speaking, Employee Training, Sales, Talent Management, Recruiting, Management, Leadership, Coaching, Social Media Marketing, Marketing Strategy, Training, Business Development, Team Building, Wealth Management, Customer Service, Negotiation, Social Media, Retirement Planning, Insurance, Time Management, Disability Insurance, Sales Management, Investments, Finance, Team Leadership, Strategy, Analysis, New Business Development, Budgets, Financial Advisory, Project Planning, Small Business, Strategic Financial..., Critical Illness, Retirement, Relationship Management, Policy, Advertising, Business Strategy, Business Planning
Education
University of Manitoba 2000 — 2005
B.Comm(Hons), Finance/Marketing
Business Career College
IFSE
IFSE
Murdoch MacKay
Patrick Bernou Patrick Bernou's Sun Life Financial Experience October 2011 - February 2012
Job Customer Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life 2006 - Present
Sun Life Financial October 2011 - February 2012
Sun Life Financial November 2010 - November 2011
Sun Life Financial March 2006 - October 2010
Sun Life Financial March 2008 - March 2009
Skills
Customer Relations, Insurance, Pensions, Customer Service, Employee Benefits, Investments, Financial Services, Strategic Financial..., Fixed Annuities, Retirement Planning, Financial Planners, Disability Insurance, Retirement, Life Insurance, Wealth Management, Critical Illness, Relationship Management, Financial Advisory, Defined Benefit, Health Insurance, Endorsements
Education
CSI 2007 — 2007
CSC
University of Guelph 1991 — 1995
B.A., English, History, Sociology
Frankfurt International School 1986 — 1991
International Baccaleaurate
Sun Life 2006 - Present
Sun Life Financial October 2011 - February 2012
Sun Life Financial November 2010 - November 2011
Sun Life Financial March 2006 - October 2010
Sun Life Financial March 2008 - March 2009
Skills
Customer Relations, Insurance, Pensions, Customer Service, Employee Benefits, Investments, Financial Services, Strategic Financial..., Fixed Annuities, Retirement Planning, Financial Planners, Disability Insurance, Retirement, Life Insurance, Wealth Management, Critical Illness, Relationship Management, Financial Advisory, Defined Benefit, Health Insurance, Endorsements
Education
CSI 2007 — 2007
CSC
University of Guelph 1991 — 1995
B.A., English, History, Sociology
Frankfurt International School 1986 — 1991
International Baccaleaurate
Jordan Barker's Sun Life Financial Experience October 2014 - Present
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. July 2010 - Present
Mountainview Homes April 2008 - August 2008
Skills
Risk Management, Wealth Management, Customer Service, Strategic Financial..., Retirement, Investments, Mortgage Lending, Retirement Planning, Financial Analysis, Insurance, Investment Advisory, Finance, Personal Finance, Mutual Funds, Critical Illness
Education
University of Guelph 2006 — 2009
B.Comm Hons, Marketing Management
Sir Winston Churchill 2002 — 2006
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. July 2010 - Present
Mountainview Homes April 2008 - August 2008
Skills
Risk Management, Wealth Management, Customer Service, Strategic Financial..., Retirement, Investments, Mortgage Lending, Retirement Planning, Financial Analysis, Insurance, Investment Advisory, Finance, Personal Finance, Mutual Funds, Critical Illness
Education
University of Guelph 2006 — 2009
B.Comm Hons, Marketing Management
Sir Winston Churchill 2002 — 2006
Tim D'Souza Tim D'Souza's Sun Life Financial Experience May 2015 - Present
Job Director, Strategic Initiatives
Industry Financial Services
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial January 2012 - Present
Nipissing University May 2010 - Present
Algonquin College August 2014 - Present
Sun Life Financial July 2010 - December 2011
Self-Employed October 2009 - December 2010
Pet Valu June 2006 - September 2009
IBM 2002 - 2006
AIAC - American Industrial Acquisition Corporation December 2000 - December 2002
Unitarian Service Committee of Canada (USC Canada) 1995 - 2000
Skills
Management Consulting, Strategic Planning, Leadership, Project Management, Management, Project Planning, Analysis, Non-profits, Business Strategy, Change Management, Strategy, Business Analysis, Business Process..., Team Leadership, Program Management, Market Research, Research, Process Improvement, Marketing Strategy, Workshop Facilitation, Financial Analysis, Competitive Analysis, Sales, Mergers & Acquisitions, Negotiation, Finance, Data Analysis, Teamwork, Nonprofits, Business Planning, Risk Management, Consulting, Forecasting, Entrepreneurship, Cross-functional Team..., Analytics, Energetic Leader, Teaching, Financial Modeling
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Strategy and Finance
University of Guelph 1998 — 2000
MA, International Development
University of Toronto 1989 — 1993
BA, Political Science
CMA Ontario 2013 — 2014
CMA, Accounting and Finance
St Martins
Sun Life Financial May 2015 - Present
Sun Life Financial January 2012 - Present
Nipissing University May 2010 - Present
Algonquin College August 2014 - Present
Sun Life Financial July 2010 - December 2011
Self-Employed October 2009 - December 2010
Pet Valu June 2006 - September 2009
IBM 2002 - 2006
AIAC - American Industrial Acquisition Corporation December 2000 - December 2002
Unitarian Service Committee of Canada (USC Canada) 1995 - 2000
Skills
Management Consulting, Strategic Planning, Leadership, Project Management, Management, Project Planning, Analysis, Non-profits, Business Strategy, Change Management, Strategy, Business Analysis, Business Process..., Team Leadership, Program Management, Market Research, Research, Process Improvement, Marketing Strategy, Workshop Facilitation, Financial Analysis, Competitive Analysis, Sales, Mergers & Acquisitions, Negotiation, Finance, Data Analysis, Teamwork, Nonprofits, Business Planning, Risk Management, Consulting, Forecasting, Entrepreneurship, Cross-functional Team..., Analytics, Energetic Leader, Teaching, Financial Modeling
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Strategy and Finance
University of Guelph 1998 — 2000
MA, International Development
University of Toronto 1989 — 1993
BA, Political Science
CMA Ontario 2013 — 2014
CMA, Accounting and Finance
St Martins
Brandon Charlebois-Coward's Sun Life Financial Experience May 2013 - August 2013
Job Digital Marketing Specialist
Industry Marketing and Advertising
Experience
echosims inc July 2015 - Present
Imprezzio Marketing July 2014 - July 2015
Sun Life Financial May 2013 - August 2013
S-Trip! January 2012 - August 2012
Skills
Social Media, Social Media Marketing, Event Management, Marketing Communications, Market Research, Email Marketing, PowerPoint, Social Networking, Digital Marketing, SEM, Marketing
Education
University of Guelph 2010 — 2014
Bachelor of Commerce, Marketing
echosims inc July 2015 - Present
Imprezzio Marketing July 2014 - July 2015
Sun Life Financial May 2013 - August 2013
S-Trip! January 2012 - August 2012
Skills
Social Media, Social Media Marketing, Event Management, Marketing Communications, Market Research, Email Marketing, PowerPoint, Social Networking, Digital Marketing, SEM, Marketing
Education
University of Guelph 2010 — 2014
Bachelor of Commerce, Marketing
Travis Micucci Travis Micucci's Sun Life Financial Experience September 2010 - Present
Job Medical StopLoss
Industry Insurance
Experience
Munich RE Stop-Loss, Inc. January 2014 - Present
Sun Life Financial September 2010 - Present
Sun Life Financial January 2013 - December 2013
Sun Life Financial July 2006 - September 2010
Sun Life Financial July 1999 - June 2006
Skills
Underwriting, Disability Insurance, Insurance, Employee Benefits, Health Insurance, Brokers, Account Management, Risk Management, Sales, Strategic Planning, Leadership, Customer Service, Group Insurance, Sales Management, New Business Development
Education
University of Maine 1988 — 1992
Bachelor's degree, Communications/Advertising
Munich RE Stop-Loss, Inc. January 2014 - Present
Sun Life Financial September 2010 - Present
Sun Life Financial January 2013 - December 2013
Sun Life Financial July 2006 - September 2010
Sun Life Financial July 1999 - June 2006
Skills
Underwriting, Disability Insurance, Insurance, Employee Benefits, Health Insurance, Brokers, Account Management, Risk Management, Sales, Strategic Planning, Leadership, Customer Service, Group Insurance, Sales Management, New Business Development
Education
University of Maine 1988 — 1992
Bachelor's degree, Communications/Advertising
Brittany Tei Brittany Tei's Sun Life Financial Experience July 2012 - February 2013
Job Benefit Consultant at OneSource Virtual
Industry Information Technology and Services
Experience
OneSource Virtual April 2014 - Present
Benefit Harbor February 2013 - December 2013
Sun Life Financial July 2012 - February 2013
Benefit Harbor June 2011 - July 2012
Benefit Harbor April 2010 - June 2011
Integrity Insurance Agency April 2008 - April 2010
Robert A Gadlage, MD FACS July 2007 - March 2008
Gwinnett Medical Center October 2005 - March 2008
Right Realty Group July 2004 - December 2006
Red Oak Development July 2004 - July 2005
Skills
Insurance, Employee Benefits, Health Insurance, Microsoft Excel, Life Insurance, COBRA, HIPAA, Brokers, Onboarding, Human Resources, Access, Management, Marketing, Software Documentation, Sales, Account Management, Benefits Administration
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Business
OneSource Virtual April 2014 - Present
Benefit Harbor February 2013 - December 2013
Sun Life Financial July 2012 - February 2013
Benefit Harbor June 2011 - July 2012
Benefit Harbor April 2010 - June 2011
Integrity Insurance Agency April 2008 - April 2010
Robert A Gadlage, MD FACS July 2007 - March 2008
Gwinnett Medical Center October 2005 - March 2008
Right Realty Group July 2004 - December 2006
Red Oak Development July 2004 - July 2005
Skills
Insurance, Employee Benefits, Health Insurance, Microsoft Excel, Life Insurance, COBRA, HIPAA, Brokers, Onboarding, Human Resources, Access, Management, Marketing, Software Documentation, Sales, Account Management, Benefits Administration
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Business
Kimberly Black Kimberly Black's Sun Life Financial Experience I provide leadership to the Member Experience team on strategic development and execution of marketing and communication initiatives targeting Group Retirerment Services' plan members.Marketing DirectorManulife FinancialMarch 2011 - April 2015
Job Director, Marketing and Communications at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial I provide leadership to the Member Experience team on strategic development and execution of marketing and communication initiatives targeting Group Retirerment Services' plan members.Marketing DirectorManulife FinancialMarch 2011 - April 2015
Canada Life June 1997 - December 2003
Skills
Marketing strategy,..., Financial Services, Marketing, Digital Marketing, Database Marketing, B2B Marketing, Business Strategy, Product Management, Analytics, Mutual Funds, Online Marketing, Strategy, Brand Management, Social Media, Investments, Public Relations, Internal Communications, Event Planning, Multi-channel Marketing, Online Advertising
Education
University of Manitoba
Bachelor of Commerce (B.Com.), Marketing
Sun Life Financial I provide leadership to the Member Experience team on strategic development and execution of marketing and communication initiatives targeting Group Retirerment Services' plan members.Marketing DirectorManulife FinancialMarch 2011 - April 2015
Canada Life June 1997 - December 2003
Skills
Marketing strategy,..., Financial Services, Marketing, Digital Marketing, Database Marketing, B2B Marketing, Business Strategy, Product Management, Analytics, Mutual Funds, Online Marketing, Strategy, Brand Management, Social Media, Investments, Public Relations, Internal Communications, Event Planning, Multi-channel Marketing, Online Advertising
Education
University of Manitoba
Bachelor of Commerce (B.Com.), Marketing
Victor Soma Sys. Eng. Victor Soma Sys. Eng.'s Sun Life Financial Experience May 2014 - July 2014
Job Director of Solutions Engineering at Cloudware Connections Inc.
Industry Information Technology and Services
Experience
Cloudware Connections Inc. April 2015 - Present
Osler, Hoskin & Harcourt LLP September 2014 - April 2015
Sun Life Financial May 2014 - July 2014
BlackBerry December 2013 - May 2014
AGF Management Limited May 2013 - November 2013
Trapeze Group October 2012 - April 2013
Ministry of Agriculture and Rural Affairs November 2010 - April 2012
Ministry of Agriculture, Food and Rural Affairs March 2004 - November 2010
Ministry of Agriculture, Food and Rural Affairs August 2003 - March 2004
Ministry of Agriculture, Food and Rural Affairs August 2000 - July 2003
Skills
Salesforce.com..., Salesforce Database..., Salesforce Object..., Salesforce Systems..., Business Analysis, Systems Analysis, Privacy Acts, Functional Documentation, Object Development, CRM Training and Support, Call Centre Management, Activities Managment, Real Time Dashboard..., Case Managment, Business Management..., Web to case Management, Mobile Applications, Self Service Portals, Registration and Event..., Salesforce Dashboard..., APEX, Visual Force, CRM, Salesforce.com, Call Center, Call Centers, Project Management, Management, Requirements Gathering, Solution Architecture, Oracle Application..., Business Strategy, Documentations, Software Project..., Training, Enterprise Software, Requirements Analysis, Business Intelligence, Integration, SaaS, Business Process..., Marketing Automation, ERP, Force.com, Cloud Computing, Databases, Business Process, Agile Methodologies, SQL, Microsoft SQL Server
Education
University of Guelph 1997 — 2002
Engineering Systems and Computing, Engineering
Cloudware Connections Inc. April 2015 - Present
Osler, Hoskin & Harcourt LLP September 2014 - April 2015
Sun Life Financial May 2014 - July 2014
BlackBerry December 2013 - May 2014
AGF Management Limited May 2013 - November 2013
Trapeze Group October 2012 - April 2013
Ministry of Agriculture and Rural Affairs November 2010 - April 2012
Ministry of Agriculture, Food and Rural Affairs March 2004 - November 2010
Ministry of Agriculture, Food and Rural Affairs August 2003 - March 2004
Ministry of Agriculture, Food and Rural Affairs August 2000 - July 2003
Skills
Salesforce.com..., Salesforce Database..., Salesforce Object..., Salesforce Systems..., Business Analysis, Systems Analysis, Privacy Acts, Functional Documentation, Object Development, CRM Training and Support, Call Centre Management, Activities Managment, Real Time Dashboard..., Case Managment, Business Management..., Web to case Management, Mobile Applications, Self Service Portals, Registration and Event..., Salesforce Dashboard..., APEX, Visual Force, CRM, Salesforce.com, Call Center, Call Centers, Project Management, Management, Requirements Gathering, Solution Architecture, Oracle Application..., Business Strategy, Documentations, Software Project..., Training, Enterprise Software, Requirements Analysis, Business Intelligence, Integration, SaaS, Business Process..., Marketing Automation, ERP, Force.com, Cloud Computing, Databases, Business Process, Agile Methodologies, SQL, Microsoft SQL Server
Education
University of Guelph 1997 — 2002
Engineering Systems and Computing, Engineering
John Welch, CIMA® John Welch, CIMA®'s Sun Life Financial Experience December 1994 - March 1997
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
Brendan Ridge Brendan Ridge's Sun Life Financial Experience March 2008 - February 2009
Job Microsoft Business Solutions Sales Executive at Microsoft
Industry Computer Software
Experience
Microsoft November 2012 - Present
Berklee Media November 2009 - November 2012
Sun Life Financial March 2008 - February 2009
Guardian Investor Services/RS Investments February 2006 - March 2008
Guardian Investor Services/RS Investments July 2005 - February 2006
Guardian Investor Services July 2004 - July 2005
Guardian Investor Services September 2003 - July 2004
Northwestern Mutual Financial Network January 2002 - September 2003
Fidelity Investments August 2000 - December 2001
Skills
SAAS, Social CRM,..., Strategic Partnerships, Lead Generation, CRM, SaaS, Relationship Management, Sales Operations, Solution Selling, Marketing Strategy, New Business Development, Retirement Planning, Leadership, Marketing, Sales Management, Product Development, Management
Education
University of Hartford 1994 — 1998
Microsoft November 2012 - Present
Berklee Media November 2009 - November 2012
Sun Life Financial March 2008 - February 2009
Guardian Investor Services/RS Investments February 2006 - March 2008
Guardian Investor Services/RS Investments July 2005 - February 2006
Guardian Investor Services July 2004 - July 2005
Guardian Investor Services September 2003 - July 2004
Northwestern Mutual Financial Network January 2002 - September 2003
Fidelity Investments August 2000 - December 2001
Skills
SAAS, Social CRM,..., Strategic Partnerships, Lead Generation, CRM, SaaS, Relationship Management, Sales Operations, Solution Selling, Marketing Strategy, New Business Development, Retirement Planning, Leadership, Marketing, Sales Management, Product Development, Management
Education
University of Hartford 1994 — 1998
Sara Hoare Sara Hoare's Sun Life Financial Experience May 2013 - Present
Job Senior Client Services Lead at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial March 2011 - September 2012
University of Guelph September 2009 - August 2010
Canadian Tire November 2002 - August 2009
Skills
Time Management, Teamwork, Customer Service, Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Office, Critical Thinking, Economics, PowerPoint, Research, Analysis, Management, Training, Leadership, Public Speaking, Investments, Sales, Financial Services
Education
CPA Ontario 2012 — 2014
CMA, CPA, Accounting and Business/Management
Wilfrid Laurier University 2011 — 2012
CMA, Management Accounting
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
University of Guelph 2009 — 2010
MA, Economics
University of Guelph 2002 — 2010
Bachelor of Commerce, Management Economics; Industry and Finance
University of Guelph
Bachelor of Arts (Honours), Psychology
Sun Life Financial May 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial March 2011 - September 2012
University of Guelph September 2009 - August 2010
Canadian Tire November 2002 - August 2009
Skills
Time Management, Teamwork, Customer Service, Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Office, Critical Thinking, Economics, PowerPoint, Research, Analysis, Management, Training, Leadership, Public Speaking, Investments, Sales, Financial Services
Education
CPA Ontario 2012 — 2014
CMA, CPA, Accounting and Business/Management
Wilfrid Laurier University 2011 — 2012
CMA, Management Accounting
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
University of Guelph 2009 — 2010
MA, Economics
University of Guelph 2002 — 2010
Bachelor of Commerce, Management Economics; Industry and Finance
University of Guelph
Bachelor of Arts (Honours), Psychology
LeRoy Decker, FLMI LeRoy Decker, FLMI's Sun Life Financial Experience 2004 - 2008
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance June 2015 - Present
MassMutual Financial Group June 2014 - June 2015
Univita Health Inc November 2012 - June 2014
Wellesley Financial Group & Insurance Agency 2009 - 2013
Phoenix Life Insurance Company 2008 - 2008
Sun Life Financial 2004 - 2008
State Farm Insurance 2003 - 2004
Wellesley Financial Group & Insurance Agency 1996 - 2001
Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance
Education
Life Management Institute
FLMI
University of Maine 1990 — 1995
Bachelor of Science (BSc)
Walpole High School, Walpole MA 1986 — 1990
Nationwide Insurance June 2015 - Present
MassMutual Financial Group June 2014 - June 2015
Univita Health Inc November 2012 - June 2014
Wellesley Financial Group & Insurance Agency 2009 - 2013
Phoenix Life Insurance Company 2008 - 2008
Sun Life Financial 2004 - 2008
State Farm Insurance 2003 - 2004
Wellesley Financial Group & Insurance Agency 1996 - 2001
Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance
Education
Life Management Institute
FLMI
University of Maine 1990 — 1995
Bachelor of Science (BSc)
Walpole High School, Walpole MA 1986 — 1990
Mumtaz Merali Mumtaz Merali's Sun Life Financial Experience 2004 - 2004
Job Senior Project Manager at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal February 2011 - Present
IBM 2005 - 2010
Sun Life Financial 2004 - 2004
Rad-Logic Inc. 2002 - 2004
Transamerica Life Insurance Company 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 2001 - 2001
Manulife Financial 2000 - 2001
Preferred Benefits Alliance Inc. 1997 - 1999
CIBC Insurance 1993 - 1997
Royco Inc. 1993 - 1993
Skills
Program Management, Business Process, PMO, Team Leadership, SDLC, PMP, Financial Services, Projects, Project Management, Governance, Software Development, Quality Assurance, Analysis, Management, Leadership, Business Analysis, Business Transformation, Agile Methodologies, Integration, Project Portfolio..., IT Strategy, Testing, Requirements Gathering, Business Requirements, Project Delivery, Consulting
Education
University of London
MSc, Computer Science
University of Portsmouth
Bachelor of Science (BSc), Computer Science
Bank of Montreal February 2011 - Present
IBM 2005 - 2010
Sun Life Financial 2004 - 2004
Rad-Logic Inc. 2002 - 2004
Transamerica Life Insurance Company 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 2001 - 2001
Manulife Financial 2000 - 2001
Preferred Benefits Alliance Inc. 1997 - 1999
CIBC Insurance 1993 - 1997
Royco Inc. 1993 - 1993
Skills
Program Management, Business Process, PMO, Team Leadership, SDLC, PMP, Financial Services, Projects, Project Management, Governance, Software Development, Quality Assurance, Analysis, Management, Leadership, Business Analysis, Business Transformation, Agile Methodologies, Integration, Project Portfolio..., IT Strategy, Testing, Requirements Gathering, Business Requirements, Project Delivery, Consulting
Education
University of London
MSc, Computer Science
University of Portsmouth
Bachelor of Science (BSc), Computer Science
Kathy Baron Kathy Baron's Sun Life Financial Experience May 2006 - July 2013
Job Vice President & Chief Compliance Officer at Delaware Life
Industry Financial Services
Experience
Delaware Life (formerly Sun Life Assurance Company of Canada (U. S.) August 2013 - Present
Sun Life Financial May 2006 - July 2013
Sun Life Financial Distributors, Inc. (SLFD) May 2006 - July 2013
Aviva September 2005 - May 2006
Metropolitan Life June 2000 - May 2005
New England Financial August 1980 - May 2000
Skills
Securities, Insurance, Compliance, Risk Management, Mutual Funds, Complaint Management, Problem Solving, FINRA, Long-term Care, Fixed Annuities, Financial Advisory, Estate Planning, Series 24, AML, Series 7, Financial Services, Series 63, Retirement, Retirement Planning, Variable Annuities, Investments, Anti Money Laundering
Education
University of Maine 1976 — 1980
BS
Gloucester High School 1972 — 1976
College Prep
Delaware Life (formerly Sun Life Assurance Company of Canada (U. S.) August 2013 - Present
Sun Life Financial May 2006 - July 2013
Sun Life Financial Distributors, Inc. (SLFD) May 2006 - July 2013
Aviva September 2005 - May 2006
Metropolitan Life June 2000 - May 2005
New England Financial August 1980 - May 2000
Skills
Securities, Insurance, Compliance, Risk Management, Mutual Funds, Complaint Management, Problem Solving, FINRA, Long-term Care, Fixed Annuities, Financial Advisory, Estate Planning, Series 24, AML, Series 7, Financial Services, Series 63, Retirement, Retirement Planning, Variable Annuities, Investments, Anti Money Laundering
Education
University of Maine 1976 — 1980
BS
Gloucester High School 1972 — 1976
College Prep
Matthew Ferreri's Sun Life Financial Experience June 2006 - April 2008
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife April 2008 - Present
Sun Life Financial June 2006 - April 2008
AIG SunAmerica August 2004 - June 2006
AIG SunAmerica September 2000 - August 2004
Hartford/PLANCO June 1999 - September 2000
Skills
Series 63, Retirement, Leadership, Series 6, Life Insurance, Fixed Annuities, Series 7, New Business Development, Variable Annuities, Wealth Management, Training, Retirement Planning, Insurance, Mutual Funds, Sales, Financial Services, Long-term Care
Education
University of Louisville 1991 — 1996
St. Xavier High School 1987 — 1990
MetLife April 2008 - Present
Sun Life Financial June 2006 - April 2008
AIG SunAmerica August 2004 - June 2006
AIG SunAmerica September 2000 - August 2004
Hartford/PLANCO June 1999 - September 2000
Skills
Series 63, Retirement, Leadership, Series 6, Life Insurance, Fixed Annuities, Series 7, New Business Development, Variable Annuities, Wealth Management, Training, Retirement Planning, Insurance, Mutual Funds, Sales, Financial Services, Long-term Care
Education
University of Louisville 1991 — 1996
St. Xavier High School 1987 — 1990
Jennifer Coutu's Sun Life Financial Experience December 1994 - March 2008
Job Health & Welfare Benefits Consultant at Willis, Inc.
Industry Insurance
Experience
Willis, Inc. March 2008 - Present
Sun Life Financial December 1994 - March 2008
Skills
Employee Benefits, Sales, Insurance, Account Management, Health Insurance, Disability Insurance, Benefits Administration, Strategy, Healthcare, Life Insurance, Underwriting, Risk Management
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management and Insurance
Willis, Inc. March 2008 - Present
Sun Life Financial December 1994 - March 2008
Skills
Employee Benefits, Sales, Insurance, Account Management, Health Insurance, Disability Insurance, Benefits Administration, Strategy, Healthcare, Life Insurance, Underwriting, Risk Management
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management and Insurance
Benjamin Barron's Sun Life Financial Experience July 2013 - Present
Job Benefits Enrollment Educator at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - November 2011
Westex February 2008 - June 2011
Skills
Disability Insurance, Fixed Annuities, Sales, Insurance, Employee Benefits, Investments, Series 63, Mutual Funds, Cold Calling, Series 6, Retirement, Series 7, Life Insurance, Financial Analysis, 401k, Retirement Planning, Customer Service, Microsoft Office, Sales Management, Management
Education
University of Iowa 2003 — 2007
Bachelor of Arts, Economics
Sun Life Financial July 2013 - Present
Sun Life Financial December 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - November 2011
Westex February 2008 - June 2011
Skills
Disability Insurance, Fixed Annuities, Sales, Insurance, Employee Benefits, Investments, Series 63, Mutual Funds, Cold Calling, Series 6, Retirement, Series 7, Life Insurance, Financial Analysis, 401k, Retirement Planning, Customer Service, Microsoft Office, Sales Management, Management
Education
University of Iowa 2003 — 2007
Bachelor of Arts, Economics
David Carere David Carere's Sun Life Financial Experience April 1992 - Present
Job Application Designer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 1992 - Present
Skills
SDLC, Requirements Gathering, Business Analysis, COBOL, SAS Programming, IMS DB/DC, SQL DB2, CMMI
Education
University of Guelph
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Sun Life Financial April 1992 - Present
Skills
SDLC, Requirements Gathering, Business Analysis, COBOL, SAS Programming, IMS DB/DC, SQL DB2, CMMI
Education
University of Guelph
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Sarah Mark's Sun Life Financial Experience October 2008 - September 2009
Job Senior Sales Consultant, Group Benefits at RBC Insurance
Industry Financial Services
Experience
RBC Insurance October 2014 - Present
ADP Canada July 2013 - September 2014
ADP Canada July 2012 - June 2013
ADP Canada July 2011 - July 2012
Great-West Life December 2009 - June 2011
Gearwerx Experiential Marketing April 2008 - February 2010
Sun Life Financial October 2008 - September 2009
Owens Corning September 2008 - March 2009
Skills
Account Management, New Business Development, Client Relationship..., Solution Selling, Database Management, Value Selling, Upselling, Prospect Research, Strategic Planning, Business Analysis, Client Retention, Client Development, Marketing Communications, Corporate Communications, Microsoft Office, PowerPoint, Outlook, Word, Excel, Insurance Planning, Financial Planning, Financial Advisory, Salesforce.com, Business Development, Customer Retention, Microsoft Excel, Chinese culture, Database Admin, Strategic Financial..., Cold Calling, Personal Branding, Relationship Management, Microsoft Word, B2B, CRM, Leadership, Sales Presentations, Building Relationships, Financial Planners, Chinese Herbal Medicine, Payroll, Appearances, Direct Sales, Selling, Up-selling, Outsourcing, Customer Service, Sales Process, Management, Sales
Education
University of Liverpool
Master of Science (MSc), Candidate for International Management
University of Waterloo
Bachelor of Arts (B.A.), Sociology and Management Studies
Additional Courses:
RBC Insurance October 2014 - Present
ADP Canada July 2013 - September 2014
ADP Canada July 2012 - June 2013
ADP Canada July 2011 - July 2012
Great-West Life December 2009 - June 2011
Gearwerx Experiential Marketing April 2008 - February 2010
Sun Life Financial October 2008 - September 2009
Owens Corning September 2008 - March 2009
Skills
Account Management, New Business Development, Client Relationship..., Solution Selling, Database Management, Value Selling, Upselling, Prospect Research, Strategic Planning, Business Analysis, Client Retention, Client Development, Marketing Communications, Corporate Communications, Microsoft Office, PowerPoint, Outlook, Word, Excel, Insurance Planning, Financial Planning, Financial Advisory, Salesforce.com, Business Development, Customer Retention, Microsoft Excel, Chinese culture, Database Admin, Strategic Financial..., Cold Calling, Personal Branding, Relationship Management, Microsoft Word, B2B, CRM, Leadership, Sales Presentations, Building Relationships, Financial Planners, Chinese Herbal Medicine, Payroll, Appearances, Direct Sales, Selling, Up-selling, Outsourcing, Customer Service, Sales Process, Management, Sales
Education
University of Liverpool
Master of Science (MSc), Candidate for International Management
University of Waterloo
Bachelor of Arts (B.A.), Sociology and Management Studies
Additional Courses:
Sarah Rusk Sarah Rusk's Sun Life Financial Experience 2006 - 2008
Job Sales Consultant
Industry Medical Devices
Experience
American Medical Systems June 2015 - Present
Essilor April 2012 - June 2015
FedEx April 2008 - October 2011
Sun Life Financial 2006 - 2008
Skills
Account Management, Sales, Cold Calling, Sales Management, New Business Development, Customer Service, Direct Sales, Sales Process, Team Building, B2B, Selling, Negotiation, Sales Operations, Key Account Management, Team Leadership, Business Development, Recruiting, Salesforce.com, Retail, Sales Presentations
Education
University of Guelph 2001 — 2005
Honours Business Commerce, Human Resource Management
American Medical Systems June 2015 - Present
Essilor April 2012 - June 2015
FedEx April 2008 - October 2011
Sun Life Financial 2006 - 2008
Skills
Account Management, Sales, Cold Calling, Sales Management, New Business Development, Customer Service, Direct Sales, Sales Process, Team Building, B2B, Selling, Negotiation, Sales Operations, Key Account Management, Team Leadership, Business Development, Recruiting, Salesforce.com, Retail, Sales Presentations
Education
University of Guelph 2001 — 2005
Honours Business Commerce, Human Resource Management
Emily Boudreau's Sun Life Financial Experience September 2003 - September 2004
Job WC Subrogation Adjuster at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group June 2015 - Present
The Hanover Insurance Group July 2012 - June 2015
Atlantic Charter Insurance January 2012 - March 2012
Broadspire August 2008 - January 2012
Specialty Risk Services April 2007 - June 2008
Liberty Mutual Insurance September 2004 - March 2007
Sun Life Financial September 2003 - September 2004
American Consumer Credit Counseling September 2002 - September 2003
Skills
Claim, Workers Compensation, Fraud, Litigation, Risk Management, Insurance, Legal Liability, Claims Management, Liability, Property & Casualty..., Casualty, Commercial Insurance, Claim Investigation, Professional Liability, Subrogation
Education
University of Hartford 1998 — 2002
BS, Human Services
The Hanover Insurance Group June 2015 - Present
The Hanover Insurance Group July 2012 - June 2015
Atlantic Charter Insurance January 2012 - March 2012
Broadspire August 2008 - January 2012
Specialty Risk Services April 2007 - June 2008
Liberty Mutual Insurance September 2004 - March 2007
Sun Life Financial September 2003 - September 2004
American Consumer Credit Counseling September 2002 - September 2003
Skills
Claim, Workers Compensation, Fraud, Litigation, Risk Management, Insurance, Legal Liability, Claims Management, Liability, Property & Casualty..., Casualty, Commercial Insurance, Claim Investigation, Professional Liability, Subrogation
Education
University of Hartford 1998 — 2002
BS, Human Services
Amy R Thaler Amy R Thaler's Sun Life Financial Experience April 2001 - June 2003
Job Annuity Internal Wholesaler for NY, NJ and New England
Industry Financial Services
Experience
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Angelina Fomina's Sun Life Financial Experience May 2011 - August 2011
Job Cofounder at ParseHub
Industry Internet
Experience
ParseHub May 2014 - Present
OpenInvite October 2013 - May 2014
Digital Jungle May 2012 - August 2012
Enactus February 2010 - May 2012
Sun Life Financial May 2011 - August 2011
Molson Coors Canada May 2011 - August 2011
Baycrest May 2010 - August 2010
Skills
Entrepreneurship, Business Development, Project Management, Team Leadership, Teamwork, Social Networking, Marketing Strategy, Market Research, Marketing Communications, New Business Development, Online Marketing, Social Media, Project Planning, Strategy, Promotions, Competitive Analysis, Advertising, Public Relations, SEO, HTML, User Experience Design, Email Marketing, User Interface Design, Content Management, Web Design, CSS, Creative Strategy
Education
Queen's University 2009 — 2013
Bachelor of Commerce
University of International Business and Economics 2012 — 2012
International Management & Business in China
ParseHub May 2014 - Present
OpenInvite October 2013 - May 2014
Digital Jungle May 2012 - August 2012
Enactus February 2010 - May 2012
Sun Life Financial May 2011 - August 2011
Molson Coors Canada May 2011 - August 2011
Baycrest May 2010 - August 2010
Skills
Entrepreneurship, Business Development, Project Management, Team Leadership, Teamwork, Social Networking, Marketing Strategy, Market Research, Marketing Communications, New Business Development, Online Marketing, Social Media, Project Planning, Strategy, Promotions, Competitive Analysis, Advertising, Public Relations, SEO, HTML, User Experience Design, Email Marketing, User Interface Design, Content Management, Web Design, CSS, Creative Strategy
Education
Queen's University 2009 — 2013
Bachelor of Commerce
University of International Business and Economics 2012 — 2012
International Management & Business in China
Angela Marshall Angela Marshall's Sun Life Financial Experience 2008 - 2010
Job CRM Specialist at Xpertdoc Technologies Inc.
Industry Computer Software
Experience
Xpertdoc Technologies Inc. December 2013 - Present
Aussie X November 2011 - December 2013
Eastern English March 2010 - March 2011
Sun Life Financial 2008 - 2010
Community Support Inc 2005 - 2007
Skills
Creative Problem Solving, Attention To Detail, Diligent, Systematic, Community Development, Social Media, Event Management, Management, Volunteer Management, Fundraising, Social Networking, Teaching, Customer Service, Time Management, Public Speaking, Sales, CRM, Microsoft Technologies
Education
University of Guelph 2003 — 2007
Bachelor of Arts Honours (B.A.H), International Development - Rural and Agricultural Development
Xpertdoc Technologies Inc. December 2013 - Present
Aussie X November 2011 - December 2013
Eastern English March 2010 - March 2011
Sun Life Financial 2008 - 2010
Community Support Inc 2005 - 2007
Skills
Creative Problem Solving, Attention To Detail, Diligent, Systematic, Community Development, Social Media, Event Management, Management, Volunteer Management, Fundraising, Social Networking, Teaching, Customer Service, Time Management, Public Speaking, Sales, CRM, Microsoft Technologies
Education
University of Guelph 2003 — 2007
Bachelor of Arts Honours (B.A.H), International Development - Rural and Agricultural Development
David Farr David Farr's Sun Life Financial Experience January 2011 - July 2011
Job Web Developer at SAP
Industry Computer Software
Experience
SAP June 2013 - Present
SAP August 2012 - December 2012
Blueprint Agencies July 2007 - August 2012
Sun Life Financial January 2011 - July 2011
Environment Canada May 2010 - August 2010
Skills
Analytical Skills, SQL, PHP, C#, Web Development, .NET, Databases, Python, Java, Web Applications, JavaScript, MySQL, Linux, Object Oriented Design, C, Eclipse, Machine Learning, Git, Mobile Applications, User Experience
Education
University of Guelph 2008 — 2013
Bachelor of Computing, Computer Science, Mathematics
SAP June 2013 - Present
SAP August 2012 - December 2012
Blueprint Agencies July 2007 - August 2012
Sun Life Financial January 2011 - July 2011
Environment Canada May 2010 - August 2010
Skills
Analytical Skills, SQL, PHP, C#, Web Development, .NET, Databases, Python, Java, Web Applications, JavaScript, MySQL, Linux, Object Oriented Design, C, Eclipse, Machine Learning, Git, Mobile Applications, User Experience
Education
University of Guelph 2008 — 2013
Bachelor of Computing, Computer Science, Mathematics
Anish Maharaj's Sun Life Financial Experience December 2010 - December 2011
Job Sr. Project Manager at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard December 2011 - Present
Sun Life Financial December 2010 - December 2011
Meridian Credit Union May 2008 - November 2010
Meridian Credit Union May 2008 - October 2010
DYNAMIC MUTUAL FUNDS LIMITED October 2007 - May 2008
FIDELITY INVESTMENTS LIMITED February 2003 - October 2007
FIDELITY INVESTMENTS LIMITED February 2002 - February 2003
FIDELITY INVESTMENTS LIMITED March 2000 - February 2002
Skills
Project Portfolio..., Project Planning, SDLC, PMP, PMO, PMI, Project Delivery, PMBOK, Program Management, MS Project, Certified Project..., Resource Management, Project Coordination, Project Implementation, Waterfall, Project Governance, IT Governance, Scope Management, Quality Assurance, Integration, Project Control, Team Leadership, Release Management, IT Operations, Team Management, Vendor Management, Risk Management, Relationship Management, Stakeholder Management, Change Management, Outsourcing, SharePoint, Offshoring, CRM
Education
University of London 2010 — 2012
MBA
Project Management Institute 2005 — 2009
PMP
University of Toronto School of Continuing Studies 2001 — 2001
BA
University of Toronto School of Continuing Studies
BA
Institute for Computer Studies 1997 — 1998
Diploma
University of Toronto 1991 — 1997
Bachelor of Arts
St. Mary's College - CIC 1984 — 1988
Hewlett-Packard December 2011 - Present
Sun Life Financial December 2010 - December 2011
Meridian Credit Union May 2008 - November 2010
Meridian Credit Union May 2008 - October 2010
DYNAMIC MUTUAL FUNDS LIMITED October 2007 - May 2008
FIDELITY INVESTMENTS LIMITED February 2003 - October 2007
FIDELITY INVESTMENTS LIMITED February 2002 - February 2003
FIDELITY INVESTMENTS LIMITED March 2000 - February 2002
Skills
Project Portfolio..., Project Planning, SDLC, PMP, PMO, PMI, Project Delivery, PMBOK, Program Management, MS Project, Certified Project..., Resource Management, Project Coordination, Project Implementation, Waterfall, Project Governance, IT Governance, Scope Management, Quality Assurance, Integration, Project Control, Team Leadership, Release Management, IT Operations, Team Management, Vendor Management, Risk Management, Relationship Management, Stakeholder Management, Change Management, Outsourcing, SharePoint, Offshoring, CRM
Education
University of London 2010 — 2012
MBA
Project Management Institute 2005 — 2009
PMP
University of Toronto School of Continuing Studies 2001 — 2001
BA
University of Toronto School of Continuing Studies
BA
Institute for Computer Studies 1997 — 1998
Diploma
University of Toronto 1991 — 1997
Bachelor of Arts
St. Mary's College - CIC 1984 — 1988
Claude Boily's Sun Life Financial Experience August 2001 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Human Resources and Skills Development Canada (HRSDC) May 2012 - July 2013
Canada Revenue Agency January 2012 - May 2012
Statistics Canada May 2011 - June 2011
Sun Life Financial August 2001 - March 2009
Claude Boily & Associes Inc. February 1995 - July 2001
Sobeco Ernst & Young (now Morneau Sobeco) November 1979 - February 1995
Skills
Pensions, Insurance, Underwriting, Financial Risk, Retirement, Life Insurance, Employee Benefits, Group Insurance, Financial Accounting, Valuation
Education
University of Manitoba
B.Comm., Actuarial Science
Human Resources and Skills Development Canada (HRSDC) May 2012 - July 2013
Canada Revenue Agency January 2012 - May 2012
Statistics Canada May 2011 - June 2011
Sun Life Financial August 2001 - March 2009
Claude Boily & Associes Inc. February 1995 - July 2001
Sobeco Ernst & Young (now Morneau Sobeco) November 1979 - February 1995
Skills
Pensions, Insurance, Underwriting, Financial Risk, Retirement, Life Insurance, Employee Benefits, Group Insurance, Financial Accounting, Valuation
Education
University of Manitoba
B.Comm., Actuarial Science
Jamaal Forman Jamaal Forman's Sun Life Financial Experience April 2015 - Present
Job Employee Benefits Internal at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial August 2013 - April 2015
Christmas Tree Shops January 2013 - August 2013
Kohl's Department Stores May 2008 - January 2013
DICK'S Sporting Goods May 2005 - September 2007
Skills
Recruiting, Management, Time Management, Employee Training, Human Resources, Interviews, Customer Service, Sales, Customer Satisfaction, Leadership, Team Building, Microsoft Office, Training, Public Speaking, Social Media, Microsoft Excel, Microsoft Word, Hiring
Education
University of Maine 2003 — 2008
Sociology, Sociology
University of Maine 2003 — 2008
Child and Family Relations/ Human Development, Human Resources Development
Sun Life Financial April 2015 - Present
Sun Life Financial August 2013 - April 2015
Christmas Tree Shops January 2013 - August 2013
Kohl's Department Stores May 2008 - January 2013
DICK'S Sporting Goods May 2005 - September 2007
Skills
Recruiting, Management, Time Management, Employee Training, Human Resources, Interviews, Customer Service, Sales, Customer Satisfaction, Leadership, Team Building, Microsoft Office, Training, Public Speaking, Social Media, Microsoft Excel, Microsoft Word, Hiring
Education
University of Maine 2003 — 2008
Sociology, Sociology
University of Maine 2003 — 2008
Child and Family Relations/ Human Development, Human Resources Development
Brendan Wales's Sun Life Financial Experience July 2009 - August 2010
Job e.ventures
Industry Venture Capital & Private Equity
Experience
e.ventures March 2012 - Present
zozi May 2011 - March 2012
zozi March 2011 - May 2011
zozi August 2010 - February 2011
Sun Life Financial July 2009 - August 2010
The University of Georgia Golf Course October 2007 - May 2009
American Junior Golf Association May 2007 - August 2007
Skills
Business Development, Product Development, Management, Marketing, Social Media Marketing, Product Marketing, Sales, Email Marketing, Leadership, Start-ups, Training, Online Marketing, Recruiting, Entrepreneurship
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance, Corporate Finance, International Finance, Derivative Markets, International Money and Banking
Roswell High School
e.ventures March 2012 - Present
zozi May 2011 - March 2012
zozi March 2011 - May 2011
zozi August 2010 - February 2011
Sun Life Financial July 2009 - August 2010
The University of Georgia Golf Course October 2007 - May 2009
American Junior Golf Association May 2007 - August 2007
Skills
Business Development, Product Development, Management, Marketing, Social Media Marketing, Product Marketing, Sales, Email Marketing, Leadership, Start-ups, Training, Online Marketing, Recruiting, Entrepreneurship
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance, Corporate Finance, International Finance, Derivative Markets, International Money and Banking
Roswell High School
Michael LaPointe Michael LaPointe's Sun Life Financial Experience October 2009 - November 2010
Job National Accounts Consultant, Northeast Region at Standard Insurance Company
Industry Insurance
Experience
Standard Insurance Company September 2010 - Present
Sun Life Financial October 2009 - November 2010
Standard Insurance Company February 2004 - November 2009
Duncanson & Holt Services (D&H) December 2000 - February 2004
Duncanson & Holt Services (D&H) October 1997 - December 2000
KeyBank National Association May 1994 - October 1997
Skills
CRM, Negotiation, Leadership, Training, Sales, Insurance, Strategy, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Customer Retention, Project Planning, Underwriting, Management, Life Insurance, Positive Employee..., Cross-functional...
Education
University of Maine 1989 — 1993
B.S., Applied Economics
Standard Insurance Company September 2010 - Present
Sun Life Financial October 2009 - November 2010
Standard Insurance Company February 2004 - November 2009
Duncanson & Holt Services (D&H) December 2000 - February 2004
Duncanson & Holt Services (D&H) October 1997 - December 2000
KeyBank National Association May 1994 - October 1997
Skills
CRM, Negotiation, Leadership, Training, Sales, Insurance, Strategy, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Customer Retention, Project Planning, Underwriting, Management, Life Insurance, Positive Employee..., Cross-functional...
Education
University of Maine 1989 — 1993
B.S., Applied Economics
Jayme Gualtieri's Sun Life Financial Experience October 2013 - Present
Job Program Director, Cross Business Unit Projects and Solutions at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2013 - Present
Sun Life Financial January 2012 - October 2013
Sun Life Financial May 2010 - December 2011
Tri-City Retail Systems Inc. December 2009 - May 2010
Camis Inc. 2005 - October 2009
Camis Inc. 2004 - 2005
Camis Inc. 2001 - 2004
Camis Inc. January 1999 - 2001
University Of Waterloo 1997 - 1999
Education
University of Waterloo 2011 — 2012
Certificate, Project Leadership Program
University of Liverpool 2003 — 2005
MBA, Business Administration with an I.T. and International focus.
University of Waterloo 1995 — 1999
Bachelor of Science (B.Sc.), Science
Sun Life Financial October 2013 - Present
Sun Life Financial January 2012 - October 2013
Sun Life Financial May 2010 - December 2011
Tri-City Retail Systems Inc. December 2009 - May 2010
Camis Inc. 2005 - October 2009
Camis Inc. 2004 - 2005
Camis Inc. 2001 - 2004
Camis Inc. January 1999 - 2001
University Of Waterloo 1997 - 1999
Education
University of Waterloo 2011 — 2012
Certificate, Project Leadership Program
University of Liverpool 2003 — 2005
MBA, Business Administration with an I.T. and International focus.
University of Waterloo 1995 — 1999
Bachelor of Science (B.Sc.), Science
Paul Ingram Paul Ingram's Sun Life Financial Experience April 2011 - Present
Job Financial Centre Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2011 - Present
Sun Life Financial 2008 - October 2011
Skills
Wealth Management, Mutual Funds, Financial Planners, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Estate Planning, Insurance, Life Insurance, Investments, Fixed Annuities, Critical Illness, Financial Analysis, Financial Advisory, Banking, Financial Services, Financial Modeling, Risk Management, Financial Planning
Education
Wilfrid Laurier University 1989 — 1993
MBA
University of Guelph 1983 — 1986
BCOMM
Chatham Collegiate Institute
Chatham Collegiate Institute
Chatham Collegiate Institute
Sun Life Financial April 2011 - Present
Sun Life Financial 2008 - October 2011
Skills
Wealth Management, Mutual Funds, Financial Planners, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Estate Planning, Insurance, Life Insurance, Investments, Fixed Annuities, Critical Illness, Financial Analysis, Financial Advisory, Banking, Financial Services, Financial Modeling, Risk Management, Financial Planning
Education
Wilfrid Laurier University 1989 — 1993
MBA
University of Guelph 1983 — 1986
BCOMM
Chatham Collegiate Institute
Chatham Collegiate Institute
Chatham Collegiate Institute
Jeff Sullivan's Sun Life Financial Experience 2008 - 2012
Job Urposse.com
Industry Internet
Experience
UrPosse.com December 2011 - Present
Sun Life Financial 2008 - 2012
Lincoln Financial Group December 2005 - December 2008
The Guardian Life Insurance Company of America December 2001 - December 2005
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, Series 7, Retirement Planning, Life Insurance, 401k, Leadership, Insurance, Variable Annuities, Wealth Management, Presenter, Public Speaking, Sales Management, ETFs, Retirement, Securities, Drinking Water, Fire Breathing, Branding & Identity, Social Media Marketing, Reward Systems
Education
University of Iowa 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
UrPosse.com December 2011 - Present
Sun Life Financial 2008 - 2012
Lincoln Financial Group December 2005 - December 2008
The Guardian Life Insurance Company of America December 2001 - December 2005
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, Series 7, Retirement Planning, Life Insurance, 401k, Leadership, Insurance, Variable Annuities, Wealth Management, Presenter, Public Speaking, Sales Management, ETFs, Retirement, Securities, Drinking Water, Fire Breathing, Branding & Identity, Social Media Marketing, Reward Systems
Education
University of Iowa 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Tammy McNamee Tammy McNamee's Sun Life Financial Experience March 2009 - Present
Job Sales Force Training Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2009 - Present
Sun Life Financial December 2007 - March 2009
Equible Life of Canada January 2002 - December 2007
Skills
Insurance, Organizational..., Change Management, Employee Engagement, Coaching, Process Improvement, Team Building, Risk Management, Leadership Development, Talent Management, Adult Education, Training, Leadership
Education
University of Toronto - Ontario Institute for Studies in Education 2011 — 2011
Certificate in Adult Training and Development
Wilfrid Laurier University 1999 — 2000
Master's of Arts, Political Science
University of Guelph 1992 — 1997
Bachelor's of Arts, Political Science
Sun Life Financial March 2009 - Present
Sun Life Financial December 2007 - March 2009
Equible Life of Canada January 2002 - December 2007
Skills
Insurance, Organizational..., Change Management, Employee Engagement, Coaching, Process Improvement, Team Building, Risk Management, Leadership Development, Talent Management, Adult Education, Training, Leadership
Education
University of Toronto - Ontario Institute for Studies in Education 2011 — 2011
Certificate in Adult Training and Development
Wilfrid Laurier University 1999 — 2000
Master's of Arts, Political Science
University of Guelph 1992 — 1997
Bachelor's of Arts, Political Science
Shannon Ogg Shannon Ogg's Sun Life Financial Experience July 2008 - September 2010
Job Senior Sales Representative at Voya Financial Employee Benefits
Industry Insurance
Experience
Voya Financial September 2014 - Present
Zimmer Mid-Atlantic September 2010 - January 2014
Sun Life Financial July 2008 - September 2010
The World April 2007 - May 2008
Sun Life Financial April 2004 - April 2007
Sun Life Financial June 2000 - April 2004
Skills
Sales, Employee Benefits, Negotiation, Leadership, Management, Sales Management, Medical Devices, Sales Operations, Training, Insurance, Budgets, Health Insurance, Sales Presentations, Account Management
Education
University of Georgia - Terry College of Business 1996 — 2000
Finance, Risk Management and Finance double Major
Voya Financial September 2014 - Present
Zimmer Mid-Atlantic September 2010 - January 2014
Sun Life Financial July 2008 - September 2010
The World April 2007 - May 2008
Sun Life Financial April 2004 - April 2007
Sun Life Financial June 2000 - April 2004
Skills
Sales, Employee Benefits, Negotiation, Leadership, Management, Sales Management, Medical Devices, Sales Operations, Training, Insurance, Budgets, Health Insurance, Sales Presentations, Account Management
Education
University of Georgia - Terry College of Business 1996 — 2000
Finance, Risk Management and Finance double Major
Carly Dawson Carly Dawson's Sun Life Financial Experience November 2013 - Present
Job Senior Compensation Consultant at Sun Life Financial
Industry Telecommunications
Experience
Sun Life Financial November 2013 - Present
BlackBerry July 2011 - November 2013
BlackBerry October 2010 - June 2011
BlackBerry January 2007 - September 2010
CIBC September 2006 - December 2006
Region of Peel May 2006 - August 2006
Skills
Job Evaluation, SAP HR, Employee Training, PowerPoint, Incentive Programs, Team-oriented, System Testing, HRIS, Performance Management, Sales Compensation, Microsoft Excel, System Administration, Salary Benchmarking, Salary Structures, Onboarding, Process Improvement, Global Compensation, Management
Education
University of Guelph
Honours Bachelor of Commerce, Marketing Management
Sun Life Financial November 2013 - Present
BlackBerry July 2011 - November 2013
BlackBerry October 2010 - June 2011
BlackBerry January 2007 - September 2010
CIBC September 2006 - December 2006
Region of Peel May 2006 - August 2006
Skills
Job Evaluation, SAP HR, Employee Training, PowerPoint, Incentive Programs, Team-oriented, System Testing, HRIS, Performance Management, Sales Compensation, Microsoft Excel, System Administration, Salary Benchmarking, Salary Structures, Onboarding, Process Improvement, Global Compensation, Management
Education
University of Guelph
Honours Bachelor of Commerce, Marketing Management
Rory Nunamacher Rory Nunamacher's Sun Life Financial Experience July 2013 - October 2014
Job Industrial Sales Specialist at Tennant Company
Industry Machinery
Experience
Tennant Company October 2014 - Present
Sun Life Financial July 2013 - October 2014
University of Hartford September 2012 - December 2012
New England Financial, A MetLife Company May 2012 - August 2012
University of Hartford September 2009 - May 2012
Skills
Finance, Auditing, Marketing, Bank Reconciliation, Financial Statements, Credit, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Payments, Social Media, Event Planning, Time Management, Teamwork, Research, QuickBooks, Facebook, Financial Analysis
Education
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Accounting
Tennant Company October 2014 - Present
Sun Life Financial July 2013 - October 2014
University of Hartford September 2012 - December 2012
New England Financial, A MetLife Company May 2012 - August 2012
University of Hartford September 2009 - May 2012
Skills
Finance, Auditing, Marketing, Bank Reconciliation, Financial Statements, Credit, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Payments, Social Media, Event Planning, Time Management, Teamwork, Research, QuickBooks, Facebook, Financial Analysis
Education
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Accounting
R. Chris Hybarger R. Chris Hybarger's Sun Life Financial Experience July 2007 - October 2007
Job Owner of Carolina Sporting & Supply LLC dba The Outdoor Shop
Industry Sporting Goods
Experience
Assurant Employee Benefits October 2007 - July 2014
Sun Life Financial July 2007 - October 2007
Skills
Brokers, Team Building, Employee Benefits, Disability Insurance, Sales Management, Strategic Planning, Insurance, Customer Service, Life Insurance, Leadership, Benefits Administration, Health Insurance, Term Life Insurance, Selling, Marketing, Account Management, New Business Development, Fixed Annuities, Sales, Long-term Care, Accident, Underwriting, Critical Illness, Health Savings Accounts, Retirement, Reinsurance, Claim, Workers Compensation, Dentistry, Group Insurance, Universal Life, Voluntary Employee..., COBRA, Group Medical, Medicare, Whole Life, General Insurance, Commercial Insurance, 401k, Long Term Care Insurance, Risk Management, Casualty, Property & Casualty..., Healthcare
Education
University of Georgia - Terry College of Business 1983 — 1987
BBA, Risk Management & Insurance
Assurant Employee Benefits October 2007 - July 2014
Sun Life Financial July 2007 - October 2007
Skills
Brokers, Team Building, Employee Benefits, Disability Insurance, Sales Management, Strategic Planning, Insurance, Customer Service, Life Insurance, Leadership, Benefits Administration, Health Insurance, Term Life Insurance, Selling, Marketing, Account Management, New Business Development, Fixed Annuities, Sales, Long-term Care, Accident, Underwriting, Critical Illness, Health Savings Accounts, Retirement, Reinsurance, Claim, Workers Compensation, Dentistry, Group Insurance, Universal Life, Voluntary Employee..., COBRA, Group Medical, Medicare, Whole Life, General Insurance, Commercial Insurance, 401k, Long Term Care Insurance, Risk Management, Casualty, Property & Casualty..., Healthcare
Education
University of Georgia - Terry College of Business 1983 — 1987
BBA, Risk Management & Insurance
Raja Ananda's Sun Life Financial Experience December 2009 - April 2012
Job Web Administrator at The MathWorks
Industry Information Technology and Services
Experience
The MathWorks April 2012 - Present
Sun Life Financial December 2009 - April 2012
Sun Life Financial July 2005 - November 2009
Verizon Superpages October 2004 - June 2005
Skills
Solaris, Java Enterprise Edition, Release Engineering, Servers, SQL, HTML, MySQL, JavaScript, Weblogic, SDLC, Subversion, Websphere, Databases, Ant, Unix, Apache
Education
Harvard University Extension School 2006 — 2008
Certificate in Management, Strategy, Entrepreneurship
University of Illinois Springfield 2003 — 2005
Masters, Computer Science, 3.7
The MathWorks April 2012 - Present
Sun Life Financial December 2009 - April 2012
Sun Life Financial July 2005 - November 2009
Verizon Superpages October 2004 - June 2005
Skills
Solaris, Java Enterprise Edition, Release Engineering, Servers, SQL, HTML, MySQL, JavaScript, Weblogic, SDLC, Subversion, Websphere, Databases, Ant, Unix, Apache
Education
Harvard University Extension School 2006 — 2008
Certificate in Management, Strategy, Entrepreneurship
University of Illinois Springfield 2003 — 2005
Masters, Computer Science, 3.7
Cameron Wilde's Sun Life Financial Experience December 2010 - Present
Job Investment Solutions Analyst at Sun Life Financial of Canada
Industry Financial Services
Experience
Sun Life Financial December 2010 - Present
Franklin Templeton Investments April 2007 - December 2010
Franklin Templeton Investements 2004 - March 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Asset Management, Investment Strategies, Corporate Finance, Equities, Strategic Financial..., Investment Management, Financial Services, Securities, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Retirement Planning, Financial Advisory, Financial Modeling
Education
University of Guelph 1996 — 2000
Bachelor of Commerce, Management Economics
Trinity College School 1993 — 1996
High School
St. Andrews School 1983 — 1993
High School
Sun Life Financial December 2010 - Present
Franklin Templeton Investments April 2007 - December 2010
Franklin Templeton Investements 2004 - March 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Asset Management, Investment Strategies, Corporate Finance, Equities, Strategic Financial..., Investment Management, Financial Services, Securities, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Retirement Planning, Financial Advisory, Financial Modeling
Education
University of Guelph 1996 — 2000
Bachelor of Commerce, Management Economics
Trinity College School 1993 — 1996
High School
St. Andrews School 1983 — 1993
High School
Marjorie Truppa's Sun Life Financial Experience 1999 - 2003
Job Vice President, Regulatory Reporting Manager
Industry Banking
Experience
Union Bank March 2014 - Present
SEPHORA September 2013 - March 2014
The Clorox Company February 2011 - September 2013
The Clorox Company October 2007 - January 2011
Pay By Touch November 2005 - October 2007
United Commercial Bank December 2003 - November 2005
Sun Life Financial 1999 - 2003
Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Forecasting, Finance, Financial Forecasting, Essbase, Financial Reporting, Financial Statements, Cash Flow, Hyperion HFM, Consolidation
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Accountancy
Union Bank March 2014 - Present
SEPHORA September 2013 - March 2014
The Clorox Company February 2011 - September 2013
The Clorox Company October 2007 - January 2011
Pay By Touch November 2005 - October 2007
United Commercial Bank December 2003 - November 2005
Sun Life Financial 1999 - 2003
Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Forecasting, Finance, Financial Forecasting, Essbase, Financial Reporting, Financial Statements, Cash Flow, Hyperion HFM, Consolidation
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Accountancy
Holly Wang's Sun Life Financial Experience January 2013 - November 2014
Job Risk Management
Industry Banking
Experience
Scotiabank November 2014 - Present
Sun Life Financial January 2013 - November 2014
CIBC March 2009 - January 2013
CIBC May 2008 - March 2009
CIBC October 2003 - April 2008
Generation5 November 2001 - October 2003
Skills
Risk Management, SAS, Business Analysis, Statistical Modeling, Strategy, Credit Risk, Account Management, Portfolio Management, Analytics, Investments, Financial Risk, Financial Modeling, Loans, Banking, Financial Analysis, Analysis, Credit
Education
The University of Western Ontario
M.Sc
University of Guelph
Nanjing University
Mathematics and Finance
Scotiabank November 2014 - Present
Sun Life Financial January 2013 - November 2014
CIBC March 2009 - January 2013
CIBC May 2008 - March 2009
CIBC October 2003 - April 2008
Generation5 November 2001 - October 2003
Skills
Risk Management, SAS, Business Analysis, Statistical Modeling, Strategy, Credit Risk, Account Management, Portfolio Management, Analytics, Investments, Financial Risk, Financial Modeling, Loans, Banking, Financial Analysis, Analysis, Credit
Education
The University of Western Ontario
M.Sc
University of Guelph
Nanjing University
Mathematics and Finance
Peter Blanchette's Sun Life Financial Experience June 2006 - December 2011
Job Key Accounts Dental and Vision Underwriter at United Health Care
Industry Insurance
Experience
UnitedHealthcare December 2011 - Present
United Health Care December 2011 - Present
Sun Life Financial June 2006 - December 2011
Sun Life Financial July 2004 - June 2006
Gold's Gym January 2000 - July 2004
MEDITECH July 1998 - December 1999
Skills
Employee Benefits, Risk Assessment, Insurance, Relationship Management, Customer Service, Coaching, Risk Management, Leadership, Call Center, Access, Public Speaking, Team Building, Life Insurance, Disability Insurance, Training, Underwriting, Call Centers, Account Management
Education
University of Maine 1994 — 1998
Bachelor of Arts (BA), English
University of Maine 1993 — 1998
BA, English
UnitedHealthcare December 2011 - Present
United Health Care December 2011 - Present
Sun Life Financial June 2006 - December 2011
Sun Life Financial July 2004 - June 2006
Gold's Gym January 2000 - July 2004
MEDITECH July 1998 - December 1999
Skills
Employee Benefits, Risk Assessment, Insurance, Relationship Management, Customer Service, Coaching, Risk Management, Leadership, Call Center, Access, Public Speaking, Team Building, Life Insurance, Disability Insurance, Training, Underwriting, Call Centers, Account Management
Education
University of Maine 1994 — 1998
Bachelor of Arts (BA), English
University of Maine 1993 — 1998
BA, English
Liam Garrity's Sun Life Financial Experience January 2007 - April 2010
Job Assistant Vice President and Producer at Lockton Companies LLC
Industry Insurance
Experience
Lockton Companies October 2014 - Present
Fallon Benefits Group August 2012 - August 2014
The Guardian Life Insurance Company of America April 2010 - August 2012
Sun Life Financial January 2007 - April 2010
GE/Genworth Financial July 2001 - January 2007
Skills
Employee Benefits, Insurance, Account Management, Disability Insurance, Sales, Sales Management, New Business Development, Strategic Planning, Contract Negotiation, Negotiation, Health Insurance, Underwriting, Investments, Leadership, Life Insurance, Financial Analysis, Marketing, Process Improvement, Team Building, Health Savings Accounts, Term Life Insurance, Group Insurance, Management, Sales Presentations, Salesforce.com
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Rockdale County High School
Lockton Companies October 2014 - Present
Fallon Benefits Group August 2012 - August 2014
The Guardian Life Insurance Company of America April 2010 - August 2012
Sun Life Financial January 2007 - April 2010
GE/Genworth Financial July 2001 - January 2007
Skills
Employee Benefits, Insurance, Account Management, Disability Insurance, Sales, Sales Management, New Business Development, Strategic Planning, Contract Negotiation, Negotiation, Health Insurance, Underwriting, Investments, Leadership, Life Insurance, Financial Analysis, Marketing, Process Improvement, Team Building, Health Savings Accounts, Term Life Insurance, Group Insurance, Management, Sales Presentations, Salesforce.com
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Rockdale County High School
Michelle Bratton's Sun Life Financial Experience September 1993 - March 1996
Job Process improvement and volunteer management
Industry Computer Software
Experience
Volunteer August 2011 - Present
Lextech Global Services 2001 - October 2011
LexRay 2008 - 2011
Curious Rhino July 1999 - February 2001
Dynagear June 1998 - June 1999
Candle Corporation of America March 1996 - June 1998
Sun Life Financial September 1993 - March 1996
Northwestern Mutual November 1992 - July 1993
Skills
Executive Management, Process Improvement, Volunteer Management, Procedure Development, Organizational..., Marketing Communications, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Team Leadership, Leadership, CRM, Training, Human Resources, Management, Marketing, Customer Service, Team Building, Public Speaking, Sales, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Bachelor of Science (BS), Finance & Risk Management
Volunteer August 2011 - Present
Lextech Global Services 2001 - October 2011
LexRay 2008 - 2011
Curious Rhino July 1999 - February 2001
Dynagear June 1998 - June 1999
Candle Corporation of America March 1996 - June 1998
Sun Life Financial September 1993 - March 1996
Northwestern Mutual November 1992 - July 1993
Skills
Executive Management, Process Improvement, Volunteer Management, Procedure Development, Organizational..., Marketing Communications, Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Team Leadership, Leadership, CRM, Training, Human Resources, Management, Marketing, Customer Service, Team Building, Public Speaking, Sales, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Bachelor of Science (BS), Finance & Risk Management
Todd Etheridge's Sun Life Financial Experience August 2003 - August 2010
Job Director of Client Management
Industry Insurance
Experience
Unum August 2010 - Present
Sun Life Financial August 2003 - August 2010
Sun Life Financial August 1999 - August 2003
Merrill Lynch June 1997 - August 1999
TD Canada Trust May 1988 - May 1997
Skills
Mutual Funds, Disability Insurance, Insurance, Investments, Finance, CRM, Employee Benefits, Bonds, Loans, Life Insurance, Health Insurance, Underwriting
Education
University of Guelph 1987 — 1991
BA, Political Science
Unum August 2010 - Present
Sun Life Financial August 2003 - August 2010
Sun Life Financial August 1999 - August 2003
Merrill Lynch June 1997 - August 1999
TD Canada Trust May 1988 - May 1997
Skills
Mutual Funds, Disability Insurance, Insurance, Investments, Finance, CRM, Employee Benefits, Bonds, Loans, Life Insurance, Health Insurance, Underwriting
Education
University of Guelph 1987 — 1991
BA, Political Science
Lora Simon's Sun Life Financial Experience April 2012 - Present
Job Vice President, Asset Liability Management and Portfolio Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial August 2011 - May 2012
Genworth Financial May 2006 - May 2011
Genworth Financial March 2005 - May 2006
Genworth Financial January 2004 - March 2005
GE Capital March 2002 - January 2004
GE Financial Assurance April 2000 - March 2002
GE Financial Assurance June 1998 - April 2000
GE Financial Assurance (GEFA) 1987 - 1998
Kemper Life Insurance Companies 1982 - 1987
Skills
ALM, Portfolio Management, Financial Analysis, Enterprise Risk..., Actuarial Science, FSA, Risk Management, Insurance, Reinsurance, Capital Markets, Investments, Financial Reporting, Mergers & Acquisitions, Relationship Management, Strategic Financial..., Strategic Planning, Investment Management
Education
University of Illinois at Urbana-Champaign 1978 — 1982
B.S., Mathematics
Sun Life Financial April 2012 - Present
Sun Life Financial August 2011 - May 2012
Genworth Financial May 2006 - May 2011
Genworth Financial March 2005 - May 2006
Genworth Financial January 2004 - March 2005
GE Capital March 2002 - January 2004
GE Financial Assurance April 2000 - March 2002
GE Financial Assurance June 1998 - April 2000
GE Financial Assurance (GEFA) 1987 - 1998
Kemper Life Insurance Companies 1982 - 1987
Skills
ALM, Portfolio Management, Financial Analysis, Enterprise Risk..., Actuarial Science, FSA, Risk Management, Insurance, Reinsurance, Capital Markets, Investments, Financial Reporting, Mergers & Acquisitions, Relationship Management, Strategic Financial..., Strategic Planning, Investment Management
Education
University of Illinois at Urbana-Champaign 1978 — 1982
B.S., Mathematics
Nicole Potvin's Sun Life Financial Experience January 2005 - Present
Job Senior Manager STD QA, Appeals, & Training Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2005 - Present
Disability RMS 2002 - 2005
Unum 1991 - 2002
Skills
Insurance, Risk Management, Compliance, Call Center, Training & Development, Complaints Handling, Employee Training
Education
University of Maine 1985 — 1989
Sun Life Financial January 2005 - Present
Disability RMS 2002 - 2005
Unum 1991 - 2002
Skills
Insurance, Risk Management, Compliance, Call Center, Training & Development, Complaints Handling, Employee Training
Education
University of Maine 1985 — 1989
Jack Schifano's Sun Life Financial Experience July 2004 - May 2008
Job 340B Program Manager at Maine Medical Center
Industry Hospital & Health Care
Experience
Maine Medical Center July 2013 - Present
Maine Medical Center August 2010 - July 2013
Unum April 2010 - August 2010
KeyBank October 2009 - April 2010
IntelliCare, A Medco Health Solutions Company May 2008 - November 2008
Sun Life Financial July 2004 - May 2008
Unum June 2002 - July 2004
Unum October 1999 - June 2002
Massachusetts Department of Health & Human Services November 1995 - October 1999
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Account Management, Healthcare, Leadership, Customer Service, Benefits Administration, Sales, Salesforce.com, SharePoint, Epic Systems, Revenue Cycle Management, Program Management, Healthcare Information..., Training, Microsoft Word, Risk Management, Data Analysis, Outlook, Budgets, Process Improvement, Management, Project Planning
Education
University of Massachusetts Lowell 1998 — 2002
Masters, Health Services Administration
University of Maine 1988 — 1992
BA, History
Maine Medical Center July 2013 - Present
Maine Medical Center August 2010 - July 2013
Unum April 2010 - August 2010
KeyBank October 2009 - April 2010
IntelliCare, A Medco Health Solutions Company May 2008 - November 2008
Sun Life Financial July 2004 - May 2008
Unum June 2002 - July 2004
Unum October 1999 - June 2002
Massachusetts Department of Health & Human Services November 1995 - October 1999
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Account Management, Healthcare, Leadership, Customer Service, Benefits Administration, Sales, Salesforce.com, SharePoint, Epic Systems, Revenue Cycle Management, Program Management, Healthcare Information..., Training, Microsoft Word, Risk Management, Data Analysis, Outlook, Budgets, Process Improvement, Management, Project Planning
Education
University of Massachusetts Lowell 1998 — 2002
Masters, Health Services Administration
University of Maine 1988 — 1992
BA, History
Craig Stouffer's Sun Life Financial Experience 2001 - Present
Job Director, IT Architecture at Sun Life Financial
Industry Financial Services
Marty Eichmann's Sun Life Financial Experience July 2006 - Present
Job Sr. Group Rep at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2006 - Present
Southwestern Advantage May 2005 - August 2005
Skills
Disability Insurance, Sales, Employee Benefits, Life Insurance, Insurance, Term Life Insurance, Brokers, Account Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Finance
Sun Life Financial July 2006 - Present
Southwestern Advantage May 2005 - August 2005
Skills
Disability Insurance, Sales, Employee Benefits, Life Insurance, Insurance, Term Life Insurance, Brokers, Account Management
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Finance
Reid Waller's Sun Life Financial Experience February 2014 - Present
Job Senior Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Infinisource September 2013 - February 2014
Assurant Employee Benefits 2008 - 2013
MetLife 2006 - 2008
Skills
Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Health Savings Accounts, Term Life Insurance, Insurance, Brokers, Underwriting, Long-term Care, Benefits Administration, Account Management, Group Insurance, Sales, Self-funded, Accident, Workers Compensation, Whole Life
Education
University of Georgia - Terry College of Business 2001 — 2006
BBA, Risk Management and Insurance
Sun Life Financial February 2014 - Present
Infinisource September 2013 - February 2014
Assurant Employee Benefits 2008 - 2013
MetLife 2006 - 2008
Skills
Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Health Savings Accounts, Term Life Insurance, Insurance, Brokers, Underwriting, Long-term Care, Benefits Administration, Account Management, Group Insurance, Sales, Self-funded, Accident, Workers Compensation, Whole Life
Education
University of Georgia - Terry College of Business 2001 — 2006
BBA, Risk Management and Insurance
Stacy Arseneault, B Sc. CFP, CHS's Sun Life Financial Experience 2008 - Present
Job Financial Center Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2008 - Present
Sun Life Financial 2003 - 2008
Sun Life Financial 1996 - 2003
Sun Life Financial (Prudential) June 1993 - 1996
Skills
Critical Illness, Retirement Planning, Disability Insurance, Segregated Funds, Wealth Management, Mutual Funds, Life Insurance, Investments, Retirement, Fixed Annuities, Retirement Savings, Strategic Financial..., Financial Planners, Financial Advisory, Insurance, Long-term Care, Estate Planning, Sales Management
Education
University of Maine 1989 — 1993
BSc
University of Maine 1989 — 1993
B Edu, Education
University of New Brunswick
University of New Brunswick
Sun Life Financial 2008 - Present
Sun Life Financial 2003 - 2008
Sun Life Financial 1996 - 2003
Sun Life Financial (Prudential) June 1993 - 1996
Skills
Critical Illness, Retirement Planning, Disability Insurance, Segregated Funds, Wealth Management, Mutual Funds, Life Insurance, Investments, Retirement, Fixed Annuities, Retirement Savings, Strategic Financial..., Financial Planners, Financial Advisory, Insurance, Long-term Care, Estate Planning, Sales Management
Education
University of Maine 1989 — 1993
BSc
University of Maine 1989 — 1993
B Edu, Education
University of New Brunswick
University of New Brunswick
Catherine Wakely's Sun Life Financial Experience April 2008 - February 2009
Job Training and Technology Specialist, Connected Beginnings Training Institute, Wheelock College Aspire Institute
Industry Nonprofit Organization Management
Experience
Wheelock College August 2012 - Present
Wheelock College March 2012 - August 2012
Connected Beginnings Training Institute April 2011 - March 2012
Massachusetts General Hospital April 2009 - March 2012
Sun Life Financial April 2008 - February 2009
Harvard Pilgrim Health Care September 2007 - April 2008
Tufts Health Plan August 2007 - September 2007
University of Maine March 2005 - May 2007
MBNA America June 2002 - August 2003
MBNA America October 2001 - June 2002
Skills
Mac OS X, Microsoft Office, Salesforce Administrator, HTML, Customer Service, Non-profits, Drupal, Windows, Website Updating, WYSIWYG layout tools, Databases, OS X, WordPress
Education
University of Maine 2002 — 2007
BS
Wheelock College August 2012 - Present
Wheelock College March 2012 - August 2012
Connected Beginnings Training Institute April 2011 - March 2012
Massachusetts General Hospital April 2009 - March 2012
Sun Life Financial April 2008 - February 2009
Harvard Pilgrim Health Care September 2007 - April 2008
Tufts Health Plan August 2007 - September 2007
University of Maine March 2005 - May 2007
MBNA America June 2002 - August 2003
MBNA America October 2001 - June 2002
Skills
Mac OS X, Microsoft Office, Salesforce Administrator, HTML, Customer Service, Non-profits, Drupal, Windows, Website Updating, WYSIWYG layout tools, Databases, OS X, WordPress
Education
University of Maine 2002 — 2007
BS
Brian Re, CRPC®'s Sun Life Financial Experience 1994 - 2000
Job VP Sales and Business Development at First Investors
Industry Financial Services
Experience
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
Brian Kassner's Sun Life Financial Experience 1997 - 2007
Job Senior Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson April 2007 - Present
Sun Life Financial 1997 - 2007
Education
University of Guelph 1979 — 1982
BSc, Wildlife Biology
Towers Watson April 2007 - Present
Sun Life Financial 1997 - 2007
Education
University of Guelph 1979 — 1982
BSc, Wildlife Biology
Ken Yarbrough's Sun Life Financial Experience 2011 - 2012
Job Principal, NPC Benefits
Industry Financial Services
Experience
NPC Benefits April 2015 - Present
Sun Life Financial 2011 - 2012
MassMutual Financial Group December 2008 - January 2011
Unum September 1993 - January 2007
Skills
Health Savings Accounts, Disability Insurance, Long-term Care, Life Insurance, Insurance, Health Insurance, Employee Benefits
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration, Risk Management / Insurance
NPC Benefits April 2015 - Present
Sun Life Financial 2011 - 2012
MassMutual Financial Group December 2008 - January 2011
Unum September 1993 - January 2007
Skills
Health Savings Accounts, Disability Insurance, Long-term Care, Life Insurance, Insurance, Health Insurance, Employee Benefits
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration, Risk Management / Insurance
Troy Davis's Sun Life Financial Experience July 2007 - December 2009
Job Regional Account Executive at The Hartford
Industry Insurance
Experience
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
Cathy Shires's Sun Life Financial Experience April 2012 - August 2013
Job VP Life Product Development and Actuarial Development Officer at National Life Group
Industry Financial Services
Experience
National Life Group November 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial April 2012 - August 2013
Sun Life Financial July 2008 - April 2012
Milliman 1999 - 2002
Wisconsin Physician Service 1991 - 1992
CIGNA 1986 - 1987
Skills
Actuarial, Insurance, Valuation, Actuarial Science, Financial Reporting, Capital Management, Mergers & Acquisitions, Health Insurance, Financial Analysis, Internal Controls, Corporate Governance
Education
University of Iowa 1982 — 1986
Bachelor of Science (BS), Actuarial Science
National Life Group November 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial April 2012 - August 2013
Sun Life Financial July 2008 - April 2012
Milliman 1999 - 2002
Wisconsin Physician Service 1991 - 1992
CIGNA 1986 - 1987
Skills
Actuarial, Insurance, Valuation, Actuarial Science, Financial Reporting, Capital Management, Mergers & Acquisitions, Health Insurance, Financial Analysis, Internal Controls, Corporate Governance
Education
University of Iowa 1982 — 1986
Bachelor of Science (BS), Actuarial Science
Nigel Nicholas's Sun Life Financial Experience August 2013 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Skills
Business Development, Business Strategy, Management, Marketing, Portfolio Management, Venture Capital, Strategic Partnerships, Business Analysis, Financial Services, Investments, Corporate Finance, New Business Development, Finance, Sales, Insurance, Personal Financial..., Wealth Accumulation, Strategy, Investor Relations, Mutual Funds
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Toronto - University College
Economics and Applied Mathematics
Sun Life Financial August 2013 - Present
Skills
Business Development, Business Strategy, Management, Marketing, Portfolio Management, Venture Capital, Strategic Partnerships, Business Analysis, Financial Services, Investments, Corporate Finance, New Business Development, Finance, Sales, Insurance, Personal Financial..., Wealth Accumulation, Strategy, Investor Relations, Mutual Funds
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Toronto - University College
Economics and Applied Mathematics
David Wohlwend's Sun Life Financial Experience 2002 - 2008
Job Owner at Advisors Resource, LLC
Industry Insurance
Experience
Advisors Resource, LLC 2008 - Present
Sun Life Financial 2002 - 2008
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Long-term Care
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
Finance
Advisors Resource, LLC 2008 - Present
Sun Life Financial 2002 - 2008
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Long-term Care
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1994
Finance
Judy Farlow's Sun Life Financial Experience January 2013 - Present
Job Director, Retirement Behaviour and Research; Market insights and research professional
Industry Financial Services
Experience
Sun Life Financial January 2013 - Present
Sun Life Financial June 2010 - January 2012
Sun Life Financial of Canada September 2007 - June 2010
Clarica 1989 - 2001
Skills
Marketing Strategy, Market Research, Integrated Marketing, Digital Strategy, Marketing Communications, Consumer Marketing, Consumer Behaviour, Client-centric, Voice of the Customer, Builds Relationships, Collaborative Leadership, Leadership, Business Development, Financial Services
Education
University of Guelph 1980 — 1984
M.Sc., Consumer Studies, Marketing, Market Research
Sun Life Financial January 2013 - Present
Sun Life Financial June 2010 - January 2012
Sun Life Financial of Canada September 2007 - June 2010
Clarica 1989 - 2001
Skills
Marketing Strategy, Market Research, Integrated Marketing, Digital Strategy, Marketing Communications, Consumer Marketing, Consumer Behaviour, Client-centric, Voice of the Customer, Builds Relationships, Collaborative Leadership, Leadership, Business Development, Financial Services
Education
University of Guelph 1980 — 1984
M.Sc., Consumer Studies, Marketing, Market Research
Bernita Stever's Sun Life Financial Experience September 2010 - December 2010
Job Individual Reporting Analyst at Sun Life Financial
Industry Government Administration
Experience
Cambridge and North Dumfries Hydro 2012 - 2012
Sun Life Financial September 2010 - December 2010
City of Kitchener August 2007 - March 2009
Equitable Life Insurance June 2006 - June 2007
Homeopathic Practice 1995 - 1997
Imperial Oil 1979 - 1989
Skills
Portfolio Management, Investments, Process Improvement, Forecasting
Education
Certified General Accountants
CGA
University of Illinois at Urbana-Champaign - College of Business
MSc
Wilfrid Laurier University
BBA
Cambridge and North Dumfries Hydro 2012 - 2012
Sun Life Financial September 2010 - December 2010
City of Kitchener August 2007 - March 2009
Equitable Life Insurance June 2006 - June 2007
Homeopathic Practice 1995 - 1997
Imperial Oil 1979 - 1989
Skills
Portfolio Management, Investments, Process Improvement, Forecasting
Education
Certified General Accountants
CGA
University of Illinois at Urbana-Champaign - College of Business
MSc
Wilfrid Laurier University
BBA
Jarvis Du's Sun Life Financial Experience January 2009 - September 2009
Job Team Lead at Millennium1 Solutions
Industry Banking
Experience
Millennium1 Solutions September 2014 - Present
Millennium1 Solutions January 2014 - August 2014
Royal Bank of Canada April 2010 - October 2013
Royal Bank of Canada November 2009 - April 2010
Sun Life Financial January 2009 - September 2009
Skills
Great People Skills, Multilingual, Time Management, Wealth Management, Customer Service, Financial Analysis, Team Leadership, CRM, Business Analysis, Teamwork, Sales, Portfolio Management, Project Management, Investments, Analysis, Finance
Education
University of Guelph 2003 — 2007
Honours B.Comm, Economics & Finance
Millennium1 Solutions September 2014 - Present
Millennium1 Solutions January 2014 - August 2014
Royal Bank of Canada April 2010 - October 2013
Royal Bank of Canada November 2009 - April 2010
Sun Life Financial January 2009 - September 2009
Skills
Great People Skills, Multilingual, Time Management, Wealth Management, Customer Service, Financial Analysis, Team Leadership, CRM, Business Analysis, Teamwork, Sales, Portfolio Management, Project Management, Investments, Analysis, Finance
Education
University of Guelph 2003 — 2007
Honours B.Comm, Economics & Finance
Sharen Hurley's Sun Life Financial Experience June 2004 - July 2005
Job IT/Business Consultant Specializing in SDLC Program Management
Industry Financial Services
Experience
SnH Consulting January 2004 - Present
London Life/Canada Life January 2011 - March 2011
TD Insurance May 2010 - November 2010
Equitable Life March 2006 - September 2009
Sun Life Financial June 2004 - July 2005
Manulife Financial January 2001 - October 2003
Bank of Nova Scotia - Scotiabank December 1999 - January 2001
Skills
Integration, SDLC, Program Management, Outsourcing, Software Development, Project Management, Requirements Gathering, Management, Information Technology, Banking, PMO, Insurance, Business Requirements, Vendor Management, Business Analysis, Project Portfolio..., Access
Education
University of Guelph 1972 — 1976
Hon BA
SnH Consulting January 2004 - Present
London Life/Canada Life January 2011 - March 2011
TD Insurance May 2010 - November 2010
Equitable Life March 2006 - September 2009
Sun Life Financial June 2004 - July 2005
Manulife Financial January 2001 - October 2003
Bank of Nova Scotia - Scotiabank December 1999 - January 2001
Skills
Integration, SDLC, Program Management, Outsourcing, Software Development, Project Management, Requirements Gathering, Management, Information Technology, Banking, PMO, Insurance, Business Requirements, Vendor Management, Business Analysis, Project Portfolio..., Access
Education
University of Guelph 1972 — 1976
Hon BA
Allan Corkum's Sun Life Financial Experience 2006 - 2008
Job Director Actuarial Services UnitedHealthcare Specialty Benefits
Industry Insurance
Experience
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
UnitedHealthcare March 2008 - Present
Sun Life Financial 2006 - 2008
Genworth Financial 2002 - 2005
Phoenix Life Insurance Company 1999 - 2002
Skills
Insurance, Health Insurance, Employee Benefits, Actuarial Science, Underwriting, Disability Insurance, Pricing, Process Improvement, Medicaid, Risk Management, Brokers, Benefits Administration, Financial Risk
Education
University of Hartford 1996 — 1999
BSBA, Actuarial Science
Sam DiTella's Sun Life Financial Experience November 2000 - July 2002
Job Vice President, National Accounts at BMO Global Asset Management – AdviceLed, OutcomeOriented Investment Solutions
Industry Financial Services
Experience
BMO Global Asset Management August 2009 - Present
AGF Management Limited October 2003 - February 2009
Canada Life July 2002 - September 2003
Sun Life Financial November 2000 - July 2002
Skills
Investments, New Business Development, ETFs, Key Account Management, Strategic Partnerships, Relationship Management, Institutional, Business Planning, Portfolio Management, Negotiation, Management, Mutual Funds, Business Strategy, Customer Negotiations, Banking, Investment Strategies, Leadership, Forecasting, Financial Services, Financial Markets, Capital Markets, Investment Advisory, Client Relations Skills, Segregated Funds, Securities, Communication, Investment Management, Sales & Marketing..., Finance
Education
University of Guelph
B.A, Management Economics
Sheridan College
B.A, Marketing Management
BMO Global Asset Management August 2009 - Present
AGF Management Limited October 2003 - February 2009
Canada Life July 2002 - September 2003
Sun Life Financial November 2000 - July 2002
Skills
Investments, New Business Development, ETFs, Key Account Management, Strategic Partnerships, Relationship Management, Institutional, Business Planning, Portfolio Management, Negotiation, Management, Mutual Funds, Business Strategy, Customer Negotiations, Banking, Investment Strategies, Leadership, Forecasting, Financial Services, Financial Markets, Capital Markets, Investment Advisory, Client Relations Skills, Segregated Funds, Securities, Communication, Investment Management, Sales & Marketing..., Finance
Education
University of Guelph
B.A, Management Economics
Sheridan College
B.A, Marketing Management
Carl Patterson's Sun Life Financial Experience January 2007 - Present
Job Senior Underwriting Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2007 - Present
Skills
Disability Insurance, Life Insurance, Insurance, Underwriting, Retirement Planning, Fixed Annuities, Term Life Insurance, Retirement, Critical Illness, Health Insurance, Long-term Care, Investments, Risk Management, Strategic Financial..., Employee Benefits
Education
University of Maine School of Law 1971 — 1973
University of New Hampshire 1967 — 1971
Bachelor of Arts (B.A.), Sociology
Sun Life Financial January 2007 - Present
Skills
Disability Insurance, Life Insurance, Insurance, Underwriting, Retirement Planning, Fixed Annuities, Term Life Insurance, Retirement, Critical Illness, Health Insurance, Long-term Care, Investments, Risk Management, Strategic Financial..., Employee Benefits
Education
University of Maine School of Law 1971 — 1973
University of New Hampshire 1967 — 1971
Bachelor of Arts (B.A.), Sociology
Adam Wigdor's Sun Life Financial Experience April 2009 - August 2010
Job Financial Services Consultant Team Lead at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2009 - August 2010
Edward Jones February 2007 - December 2007
Swan Moving and Fan Sales Guelph June 2006 - August 2006
Education
University of Guelph 2002 — 2006
Bachelor of Arts, Sociology
2007 Canadian Securities Institute
Sun Life Financial April 2009 - August 2010
Edward Jones February 2007 - December 2007
Swan Moving and Fan Sales Guelph June 2006 - August 2006
Education
University of Guelph 2002 — 2006
Bachelor of Arts, Sociology
2007 Canadian Securities Institute
David LeVasseur's Sun Life Financial Experience October 2007 - October 2009
Job Account Executive Dell Financial Services
Industry Sports
Experience
Business School Lausanne September 2015 - Present
Dell Financial Services August 2013 - September 2014
Dell Financial Services February 2013 - July 2013
Dell Financial Services Canada February 2012 - January 2013
CIT November 2010 - January 2012
Lytton Park Tennis inc May 2010 - October 2010
Debt Consultants of Canada April 2009 - October 2009
Sun Life Financial October 2007 - October 2009
Skills
Business Development, CRM, Customer Service
Education
University of Guelph 2001 — 2005
B.A, political science
Business School Lausanne September 2015 - Present
Dell Financial Services August 2013 - September 2014
Dell Financial Services February 2013 - July 2013
Dell Financial Services Canada February 2012 - January 2013
CIT November 2010 - January 2012
Lytton Park Tennis inc May 2010 - October 2010
Debt Consultants of Canada April 2009 - October 2009
Sun Life Financial October 2007 - October 2009
Skills
Business Development, CRM, Customer Service
Education
University of Guelph 2001 — 2005
B.A, political science
Diana Yue, MBA, CPA, CMA's Sun Life Financial Experience October 2009 - January 2011
Job Senior Analyst at RBC
Industry Financial Services
Experience
RBC April 2011 - Present
Sun Life Financial October 2009 - January 2011
Education
University of Houston 1998 — 2001
Master of Business Administration (MBA), Accounting, 3.76
RBC April 2011 - Present
Sun Life Financial October 2009 - January 2011
Education
University of Houston 1998 — 2001
Master of Business Administration (MBA), Accounting, 3.76
Eric Buller's Sun Life Financial Experience June 2002 - July 2009
Job IT Specialist at University of Waterloo
Industry Information Technology and Services
Experience
University of Waterloo November 2012 - Present
Research In Motion May 2011 - August 2012
IBM Global Services July 2009 - May 2011
Sun Life Financial June 2002 - July 2009
Clarica February 2001 - June 2002
London Regional Cancer Centre June 1994 - February 2001
Skills
Active Directory, Windows Server, VMware ESX, Servers, VBScript, VMware, VMware Infrastructure, Powershell, System Monitoring, SCCM, System Administration, IIS, Solution Architecture, DNS management, DNS, System Deployment, Security, Infrastructure, Windows, Systems Monitoring, TCP/IP, Unix, Technical Support, Hardware, NetApp, Mac OS
Education
Western University 1983 — 1986
M.Sc., Physics
University of Manitoba 1978 — 1982
B.Sc. (Hons.), Physics
University of Waterloo November 2012 - Present
Research In Motion May 2011 - August 2012
IBM Global Services July 2009 - May 2011
Sun Life Financial June 2002 - July 2009
Clarica February 2001 - June 2002
London Regional Cancer Centre June 1994 - February 2001
Skills
Active Directory, Windows Server, VMware ESX, Servers, VBScript, VMware, VMware Infrastructure, Powershell, System Monitoring, SCCM, System Administration, IIS, Solution Architecture, DNS management, DNS, System Deployment, Security, Infrastructure, Windows, Systems Monitoring, TCP/IP, Unix, Technical Support, Hardware, NetApp, Mac OS
Education
Western University 1983 — 1986
M.Sc., Physics
University of Manitoba 1978 — 1982
B.Sc. (Hons.), Physics
Josh Garnett's Sun Life Financial Experience July 2013 - Present
Job Large Case Pricing Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial January 2012 - July 2013
Sun Life Financial May 2011 - December 2011
Skills
Actuarial Science, Life Insurance, Health Insurance
Education
University of Guelph
Bachelor of Commerce, Economics
Sun Life Financial July 2013 - Present
Sun Life Financial January 2012 - July 2013
Sun Life Financial May 2011 - December 2011
Skills
Actuarial Science, Life Insurance, Health Insurance
Education
University of Guelph
Bachelor of Commerce, Economics
Eva Vida's Sun Life Financial Experience March 2002 - Present
Job Certified Financial Planner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2002 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Fixed Annuities, Wealth, Financial Advisory, Investment Advisory, Financial Planners, Insurance, Pensions, Life Insurance
Education
University of Manitoba
Sun Life Financial March 2002 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Fixed Annuities, Wealth, Financial Advisory, Investment Advisory, Financial Planners, Insurance, Pensions, Life Insurance
Education
University of Manitoba
Celeste Butler's Sun Life Financial Experience June 2005 - Present
Job AVP/Director, Employee Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2005 - Present
New England Business Service, Inc. September 1991 - June 2005
Skills
Insurance, Disability Insurance, Benefits Administration, 401k, Employee Benefits, Health Insurance, Retirement, Pensions, Life Insurance, Long-term Care, ERISA, Defined Benefit, Executive Pay, COBRA, Management, Human Resources
Education
University of Maine
B.S., Business Administration
Sun Life Financial June 2005 - Present
New England Business Service, Inc. September 1991 - June 2005
Skills
Insurance, Disability Insurance, Benefits Administration, 401k, Employee Benefits, Health Insurance, Retirement, Pensions, Life Insurance, Long-term Care, ERISA, Defined Benefit, Executive Pay, COBRA, Management, Human Resources
Education
University of Maine
B.S., Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.