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.
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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
Marisa Jubinville Marisa Jubinville's Sun Life Financial Experience April 1998 - Present
Job Group Service Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 1998 - Present
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Life Insurance, Team-oriented, Account Management, Disability Insurance, Employee Relations, Critical Illness
Education
University of Manitoba 1985 — 1990
Bachelor of Commerce (B.Com.), Marketing & Business Administration
Sun Life Financial April 1998 - Present
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Life Insurance, Team-oriented, Account Management, Disability Insurance, Employee Relations, Critical Illness
Education
University of Manitoba 1985 — 1990
Bachelor of Commerce (B.Com.), Marketing & Business Administration
Kemal Leslie Kemal Leslie's Sun Life Financial Experience 1989 - 1992
Job President at Emotion Media Inc.
Industry Computer Software
Experience
Emotion Media Inc. May 2012 - Present
GoFleet May 2013 - Present
GE Capital May 2009 - May 2012
GE Capital International Services May 2004 - July 2009
The DATA Group of Companies June 1997 - April 2004
Travel Channel 1992 - 1997
Sun Life Financial 1989 - 1992
Skills
Credit, Management, Sales Management, Marketing, Distribution Strategies, Business Planning, Mobile Applications, Project Management, Negotiation, Strategy, Team Leadership, Business Strategy, Coaching, B2B, Leadership, Sales Process, Operations Management, Team Building, CRM, Selling, Sales, Business Intelligence, Business Development
Education
University of Manitoba 1986 — 1989
Bachelor's degree, Economics/Computer Science
Vincent Massey 1981 — 1985
Emotion Media Inc. May 2012 - Present
GoFleet May 2013 - Present
GE Capital May 2009 - May 2012
GE Capital International Services May 2004 - July 2009
The DATA Group of Companies June 1997 - April 2004
Travel Channel 1992 - 1997
Sun Life Financial 1989 - 1992
Skills
Credit, Management, Sales Management, Marketing, Distribution Strategies, Business Planning, Mobile Applications, Project Management, Negotiation, Strategy, Team Leadership, Business Strategy, Coaching, B2B, Leadership, Sales Process, Operations Management, Team Building, CRM, Selling, Sales, Business Intelligence, Business Development
Education
University of Manitoba 1986 — 1989
Bachelor's degree, Economics/Computer Science
Vincent Massey 1981 — 1985
Igor Cvetkovic Igor Cvetkovic's Sun Life Financial Experience April 2013 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Northern Provincial Grocers July 2011 - September 2011
Shell Canada September 2010 - April 2011
Salvation Army July 2008 - August 2008
Skills
Customer Satisfaction, Business Strategy, Analysis, Customer Service, Sales, Marketing, Training, Time Management, Financial Analysis, Teamwork, PowerPoint, Microsoft Office, Financial Modeling, Accounting, Corporate Finance, Financial Accounting, Economics, Financial Reporting, Data Analysis
Education
Mannheim University 2011 — 2012
Bachelor of Business Administaration, International Business
The University of Western 2008 — 2012
Bachelor, Management and Organizational Studies; Finance and Administration
The University of Western Ontario 2008 — 2012
BMOS, Business
Sun Life Financial April 2013 - Present
Northern Provincial Grocers July 2011 - September 2011
Shell Canada September 2010 - April 2011
Salvation Army July 2008 - August 2008
Skills
Customer Satisfaction, Business Strategy, Analysis, Customer Service, Sales, Marketing, Training, Time Management, Financial Analysis, Teamwork, PowerPoint, Microsoft Office, Financial Modeling, Accounting, Corporate Finance, Financial Accounting, Economics, Financial Reporting, Data Analysis
Education
Mannheim University 2011 — 2012
Bachelor of Business Administaration, International Business
The University of Western 2008 — 2012
Bachelor, Management and Organizational Studies; Finance and Administration
The University of Western Ontario 2008 — 2012
BMOS, Business
Phil Noel Phil Noel's Sun Life Financial Experience January 2011 - September 2011
Job General Manager at Pyramid Sound Inc.
Industry Financial Services
Experience
Pyramid Sound Inc. PresidentPyramid Sound Inc.2005 - 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial November 2010 - September 2011
Sun Life Financial July 2008 - January 2011
Sun Life Financial July 2008 - December 2010
THE HOME FOR June 2006 - May 2007
THE HOME FOR October 2004 - June 2006
Shawmut Design and Construction January 2003 - September 2003
IBM SOLUTION PARTNERSHIP CENTER August 2000 - August 2001
Skills
Microsoft Excel, Adobe Acrobat, Microsoft Office, Outlook, Visio, Lotus Notes, Event Management, Administrative..., Management, Leadership, Data Entry, Office Management, Payroll, Nonprofits
Education
May 2006 UNIVERSITY OF MASSACHUSETTS 2000 — 2006
Bachelor of Science, Business Management
University of Massachusetts Boston 2000 — 2004
BA, Business Management
Pyramid Sound Inc. PresidentPyramid Sound Inc.2005 - 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial November 2010 - September 2011
Sun Life Financial July 2008 - January 2011
Sun Life Financial July 2008 - December 2010
THE HOME FOR June 2006 - May 2007
THE HOME FOR October 2004 - June 2006
Shawmut Design and Construction January 2003 - September 2003
IBM SOLUTION PARTNERSHIP CENTER August 2000 - August 2001
Skills
Microsoft Excel, Adobe Acrobat, Microsoft Office, Outlook, Visio, Lotus Notes, Event Management, Administrative..., Management, Leadership, Data Entry, Office Management, Payroll, Nonprofits
Education
May 2006 UNIVERSITY OF MASSACHUSETTS 2000 — 2006
Bachelor of Science, Business Management
University of Massachusetts Boston 2000 — 2004
BA, Business Management
Penny Goldberg Penny Goldberg's Sun Life Financial Experience May 1987 - September 1999
Job
Industry
Experience
Sun Life Financial May 1987 - September 1999
Skills
Rehabilitation, Research, Teaching, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, English, Outlook, Psychology
Education
University of Saskatchewan 1976 — 1978
Master's degree, Clinical Psychology
University of Manitoba 1972 — 1976
Bachelor of Arts (BA) (Honors), Psychology
West Kildonan Collegiate Institute 1969 — 1972
High School Diploma
Sun Life Financial May 1987 - September 1999
Skills
Rehabilitation, Research, Teaching, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, English, Outlook, Psychology
Education
University of Saskatchewan 1976 — 1978
Master's degree, Clinical Psychology
University of Manitoba 1972 — 1976
Bachelor of Arts (BA) (Honors), Psychology
West Kildonan Collegiate Institute 1969 — 1972
High School Diploma
Kostas T Kalamaras Kostas T Kalamaras's Sun Life Financial Experience 2001 - July 2013
Job Senior Tax Manager at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial 2001 - July 2013
Skills
Tax, Premium Tax, Sales & Use Tax..., State income Taxes, Tax Reasearch, Personal Property Taxes, VAT, Management, Financial Planning, Financial Analysis, Strategic Planning, Leadership, Financial Accounting, Corporate Tax, Auditing, Financial Reporting, Tax Accounting, Finance, Accounting, Process Improvement
Education
University of Massachusetts Boston
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial 2001 - July 2013
Skills
Tax, Premium Tax, Sales & Use Tax..., State income Taxes, Tax Reasearch, Personal Property Taxes, VAT, Management, Financial Planning, Financial Analysis, Strategic Planning, Leadership, Financial Accounting, Corporate Tax, Auditing, Financial Reporting, Tax Accounting, Finance, Accounting, Process Improvement
Education
University of Massachusetts Boston
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wai H. Leung Wai H. Leung's Sun Life Financial Experience 2014 - Present
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2014 - Present
Heritage Education Funds Inc. 2012 - 2014
Global Financial 2009 - 2011
Combined Insurance, Subsidy of AON 1994 - 2008
Skills
Investments, New Business Development, Insurance, Relationship Management, Wealth Management, Business Development, Sales Management, Business Planning, Account Management, Coaching, Team Building, Strategic Financial..., Strategic Planning, Team Leadership, Project Planning, Direct Sales, Negotiation, Recruiting, Sales, Risk Management, Leadership, Marketing, Contract Negotiation, Management, Strategy, Training, Budgets, Sales Operations, CRM, Financial Services, Forecasting, Finance, Business Strategy, Mutual Funds, P&L Management, Sales Process, Product Development, Financial Analysis, Selling, Marketing Strategy, Executive Management, Cold Calling, Strategic Partnerships, Salesforce.com, Lead Generation, B2B, Retirement Planning, Entrepreneurship, Employee Benefits, Sales Presentations
Education
University of Manitoba
Bachelor of Arts, Economics
Sun Life Financial 2014 - Present
Heritage Education Funds Inc. 2012 - 2014
Global Financial 2009 - 2011
Combined Insurance, Subsidy of AON 1994 - 2008
Skills
Investments, New Business Development, Insurance, Relationship Management, Wealth Management, Business Development, Sales Management, Business Planning, Account Management, Coaching, Team Building, Strategic Financial..., Strategic Planning, Team Leadership, Project Planning, Direct Sales, Negotiation, Recruiting, Sales, Risk Management, Leadership, Marketing, Contract Negotiation, Management, Strategy, Training, Budgets, Sales Operations, CRM, Financial Services, Forecasting, Finance, Business Strategy, Mutual Funds, P&L Management, Sales Process, Product Development, Financial Analysis, Selling, Marketing Strategy, Executive Management, Cold Calling, Strategic Partnerships, Salesforce.com, Lead Generation, B2B, Retirement Planning, Entrepreneurship, Employee Benefits, Sales Presentations
Education
University of Manitoba
Bachelor of Arts, Economics
Kanwar (KB) Singh Kanwar (KB) Singh's Sun Life Financial Experience January 2009 - July 2012
Job Associate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2014 - April 2015
BMO Capital Markets May 2013 - August 2013
Sun Life Financial January 2009 - July 2012
Sun Life Financial June 2008 - August 2008
Boomershine Consulting Group, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, ALM, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Derivatives, Quantitative Analytics, Valuation, Equities, Hedge Funds, Quantitative Analysis, VBA, Options, Risk Management, Financial Markets, Hedging, Quantitative Finance
Education
CFA Institute, Charlottesville, VA 2011 — 2014
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Global Association of Risk Professionals 2014 — 2014
University of Michigan
M.A.
University of Maryland Baltimore County
B.S.
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2014 - April 2015
BMO Capital Markets May 2013 - August 2013
Sun Life Financial January 2009 - July 2012
Sun Life Financial June 2008 - August 2008
Boomershine Consulting Group, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, ALM, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Derivatives, Quantitative Analytics, Valuation, Equities, Hedge Funds, Quantitative Analysis, VBA, Options, Risk Management, Financial Markets, Hedging, Quantitative Finance
Education
CFA Institute, Charlottesville, VA 2011 — 2014
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Global Association of Risk Professionals 2014 — 2014
University of Michigan
M.A.
University of Maryland Baltimore County
B.S.
Ancy Ninan Ancy Ninan's Sun Life Financial Experience April 2004 - March 2012
Job Cost Accountant
Industry Electrical/Electronic Manufacturing
Experience
CPI May 2012 - Present
Sun Life Financial April 2004 - March 2012
Homesite Insurance October 2002 - April 2004
Tonneson & Company CPA's PC, December 2000 - February 2002
The Clarks Companies, N.A. December 1998 - December 2000
Education
University of Massachusetts at Lowell 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Management Information System
CPI May 2012 - Present
Sun Life Financial April 2004 - March 2012
Homesite Insurance October 2002 - April 2004
Tonneson & Company CPA's PC, December 2000 - February 2002
The Clarks Companies, N.A. December 1998 - December 2000
Education
University of Massachusetts at Lowell 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Management Information System
Caroline Feeney Caroline Feeney's Sun Life Financial Experience July 2006 - March 2012
Job AVP, Global Product Management at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
Taja Ricketts's Sun Life Financial Experience May 2014 - Present
Job Senior Quote Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial June 2012 - May 2014
Wiss, Janney, Elstner Associates, Inc. March 2011 - July 2011
Legal Sea Foods September 2010 - January 2011
Olive Garden January 2010 - October 2010
Program for Women in Politics and Public Policy (UMass Boston) October 2008 - September 2010
Schlesinger Associates January 2008 - August 2008
Millenium Bostonian Hotel June 2006 - June 2007
Jacobson Floral Supply, Inc. January 2005 - September 2005
Macy's October 2004 - January 2005
Skills
Event Planning, Outlook, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Management, Editing, Microsoft Word, Marketing, GoToMeeting, Professional..., Data Entry, Social Networking, Budgets, Micros, Lotus Notes, FileMaker, Insurance, Disability Insurance, Leadership, Word, Organizing, Filemaker Pro, Excel, Typing, Idea Creation, Resource Development, QPS, Quoting & Policy..., Travel Planning
Education
Host Group Real Estate Academy 2014 — 2014
Real Estate Salesperson, 40 Hr. Course Completion
University of Massachusetts Boston 2005 — 2010
BA, Economics (Major), Public Policy, Poltical Science (Minors), 3.0
Bay State College 2004 — 2005
General Business Studies, 3.5
Sun Life Financial May 2014 - Present
Sun Life Financial June 2012 - May 2014
Wiss, Janney, Elstner Associates, Inc. March 2011 - July 2011
Legal Sea Foods September 2010 - January 2011
Olive Garden January 2010 - October 2010
Program for Women in Politics and Public Policy (UMass Boston) October 2008 - September 2010
Schlesinger Associates January 2008 - August 2008
Millenium Bostonian Hotel June 2006 - June 2007
Jacobson Floral Supply, Inc. January 2005 - September 2005
Macy's October 2004 - January 2005
Skills
Event Planning, Outlook, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Management, Editing, Microsoft Word, Marketing, GoToMeeting, Professional..., Data Entry, Social Networking, Budgets, Micros, Lotus Notes, FileMaker, Insurance, Disability Insurance, Leadership, Word, Organizing, Filemaker Pro, Excel, Typing, Idea Creation, Resource Development, QPS, Quoting & Policy..., Travel Planning
Education
Host Group Real Estate Academy 2014 — 2014
Real Estate Salesperson, 40 Hr. Course Completion
University of Massachusetts Boston 2005 — 2010
BA, Economics (Major), Public Policy, Poltical Science (Minors), 3.0
Bay State College 2004 — 2005
General Business Studies, 3.5
Jay Hershfield, B.A., LL.B, CLU, TEP Jay Hershfield, B.A., LL.B, CLU, TEP's Sun Life Financial Experience 2002 - 2007
Job Vice President and Estate Planning Advisor, TD Waterhouse Insurance Services Inc at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management 2007 - Present
Sun Life Financial 2002 - 2007
Wildeboer Dellelce LLP 2001 - 2002
Department of Finance Canada 2000 - 2002
Aikins MacAulay & Thorvaldson 1999 - 2000
Skills
Estate Planning, Wealth Management, Retirement Planning, Alternative Investments, Life Insurance, Tax, Tax Advisory, Mutual Funds, Tax Law, Financial Planners, Financial Services, Insurance, Banking, Investment Advisory, High Net Worth..., Investments, Disability Insurance, Wealth Management..., Wealth, Financial Advisory, Strategic Financial..., Retirement, Pensions, Critical Illness, Securities, Estate Tax Planning, Asset Allocation, Trusts, Investment Strategies, Wealth Accumulation, Investment Management, Asset Management, Inheritance Tax Planning, Portfolio Management, Fixed Annuities, ETFs, Personal Financial..., Bonds, Long-term Care, Personal Finance, Restructuring, Term Life Insurance, Fixed Income, Financial Planning
Education
University of Manitoba 1996 — 1999
llb, law
University of Manitoba 1996 — 1999
law
University of Manitoba
LL.B., Law
TD Wealth Management 2007 - Present
Sun Life Financial 2002 - 2007
Wildeboer Dellelce LLP 2001 - 2002
Department of Finance Canada 2000 - 2002
Aikins MacAulay & Thorvaldson 1999 - 2000
Skills
Estate Planning, Wealth Management, Retirement Planning, Alternative Investments, Life Insurance, Tax, Tax Advisory, Mutual Funds, Tax Law, Financial Planners, Financial Services, Insurance, Banking, Investment Advisory, High Net Worth..., Investments, Disability Insurance, Wealth Management..., Wealth, Financial Advisory, Strategic Financial..., Retirement, Pensions, Critical Illness, Securities, Estate Tax Planning, Asset Allocation, Trusts, Investment Strategies, Wealth Accumulation, Investment Management, Asset Management, Inheritance Tax Planning, Portfolio Management, Fixed Annuities, ETFs, Personal Financial..., Bonds, Long-term Care, Personal Finance, Restructuring, Term Life Insurance, Fixed Income, Financial Planning
Education
University of Manitoba 1996 — 1999
llb, law
University of Manitoba 1996 — 1999
law
University of Manitoba
LL.B., Law
Chris Forkel Chris Forkel's Sun Life Financial Experience August 1999 - August 2000
Job Engagement Leader, Healthcare Practice, Pegasystems Inc
Industry Management Consulting
Experience
Pegasystems Inc May 2009 - Present
Pegaysystems Inc April 2007 - April 2009
Patriot Healthcare November 2004 - February 2007
Pegasystems Inc February 2002 - November 2004
1mind Corp August 2000 - February 2002
Sun Life Financial August 1999 - August 2000
Blue Cross Blue Shield of NH 1998 - August 1999
Matthew Thornton Health Plan 1996 - 1998
Harvard Pilgrim Health Care 1993 - 1996
Liberty Mutual 1990 - 1993
Skills
Business Transformation, Business Process..., Process Improvement, Business Analysis, Business Strategy, Strategic Planning, New Business Development, Program Management, Project Management, Product Management, Product Development, Competitive Analysis, Team Leadership, Healthcare, Health Insurance, Pricing, Underwriting, Operations Management, Insurance, Analysis, Team Building, Management, Leadership, CRM, Start-ups, Strategy, Business Process..., Business Intelligence, SDLC, Business Process Design, Requirements Analysis, Enterprise Software, Agile Methodologies, Business Process
Education
University of Massachusetts, Amherst 1984 — 1988
Pegasystems Inc May 2009 - Present
Pegaysystems Inc April 2007 - April 2009
Patriot Healthcare November 2004 - February 2007
Pegasystems Inc February 2002 - November 2004
1mind Corp August 2000 - February 2002
Sun Life Financial August 1999 - August 2000
Blue Cross Blue Shield of NH 1998 - August 1999
Matthew Thornton Health Plan 1996 - 1998
Harvard Pilgrim Health Care 1993 - 1996
Liberty Mutual 1990 - 1993
Skills
Business Transformation, Business Process..., Process Improvement, Business Analysis, Business Strategy, Strategic Planning, New Business Development, Program Management, Project Management, Product Management, Product Development, Competitive Analysis, Team Leadership, Healthcare, Health Insurance, Pricing, Underwriting, Operations Management, Insurance, Analysis, Team Building, Management, Leadership, CRM, Start-ups, Strategy, Business Process..., Business Intelligence, SDLC, Business Process Design, Requirements Analysis, Enterprise Software, Agile Methodologies, Business Process
Education
University of Massachusetts, Amherst 1984 — 1988
Kenneth Ellis Kenneth Ellis's Sun Life Financial Experience July 2002 - Present
Job Workplace & Collaboration TechnologiesSenior Analyst at Sun Life Financial
Industry Telecommunications
Experience
Sun Life Financial July 2002 - Present
Cignal Global October 2000 - September 2001
Sun Life of Canada 1997 - 2000
Evergreen Investments 1989 - 1997
Skills
Avaya, Genesys, Verint, NICE, IVR, Symon, Empirix OneSight, Empirix Hammer, Microsoft Office, Call Routing, Call Center, Switches, Troubleshooting, CTI, Telephony, PBX, ACD, Avaya PBX, Telecommunications, Windows, Call Recording, Visio, Contact Centre, Vectoring, Call Logging, Call Centers, ITIL, SDLC, Vendor Management, Disaster Recovery, Technical Support, Testing, Requirements Analysis, Process Improvement, Business Analysis, Contact Centers, Integration, System Administration, Enterprise Software, Networking, Workforce Management, IT Service Management, Data Center, Service Delivery, Microsoft Exchange, Project Planning, WAN, IT Management, VoIP, System Deployment
Education
Empirix 2009 — 2009
Genesys University 2003 — 2007
University of Massachusetts Boston
Science
Sun Life Financial July 2002 - Present
Cignal Global October 2000 - September 2001
Sun Life of Canada 1997 - 2000
Evergreen Investments 1989 - 1997
Skills
Avaya, Genesys, Verint, NICE, IVR, Symon, Empirix OneSight, Empirix Hammer, Microsoft Office, Call Routing, Call Center, Switches, Troubleshooting, CTI, Telephony, PBX, ACD, Avaya PBX, Telecommunications, Windows, Call Recording, Visio, Contact Centre, Vectoring, Call Logging, Call Centers, ITIL, SDLC, Vendor Management, Disaster Recovery, Technical Support, Testing, Requirements Analysis, Process Improvement, Business Analysis, Contact Centers, Integration, System Administration, Enterprise Software, Networking, Workforce Management, IT Service Management, Data Center, Service Delivery, Microsoft Exchange, Project Planning, WAN, IT Management, VoIP, System Deployment
Education
Empirix 2009 — 2009
Genesys University 2003 — 2007
University of Massachusetts Boston
Science
James Cashin James Cashin's Sun Life Financial Experience October 2012 - Present
Job Director, Server Planning\Engineering and Support at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial September 2011 - October 2012
Sun Life Financial June 2009 - August 2011
Sun Life Financial January 2005 - June 2009
Sun Life Financial January 2003 - December 2004
Sun Life Financial January 2000 - December 2003
Sun Life Financial February 1999 - January 2000
Waste Management, Inc. 1996 - 1998
Skills
SDLC, Mainframe, Vendor Management, Requirements Gathering, Business Analysis, IT Service Management, Servers, ITIL Certified, IT Compliance, Budget Process, VMware, Active Directory, HP, IT Strategy, SharePoint, IT Management, Citrix, Hardware, Software Documentation, Operating Systems, Unix, Infrastructure, Windows Server, Disaster Recovery, Technical Support, Data Center, ITIL, Visio, Requirements Analysis, Integration, Databases, Enterprise Architecture, Incident Management, Solution Architecture, Virtualization, PMP, Storage, IT Operations, System Deployment, Systems Analysis, PMO, Security, Help Desk Support, Information Technology, Access, Outsourcing, Business Requirements, Project Portfolio..., SCCM, Firewalls
Education
University of Massachusetts, Amherst 1991 — 1995
B.S. cum laude, Biology
Sun Life Financial October 2012 - Present
Sun Life Financial September 2011 - October 2012
Sun Life Financial June 2009 - August 2011
Sun Life Financial January 2005 - June 2009
Sun Life Financial January 2003 - December 2004
Sun Life Financial January 2000 - December 2003
Sun Life Financial February 1999 - January 2000
Waste Management, Inc. 1996 - 1998
Skills
SDLC, Mainframe, Vendor Management, Requirements Gathering, Business Analysis, IT Service Management, Servers, ITIL Certified, IT Compliance, Budget Process, VMware, Active Directory, HP, IT Strategy, SharePoint, IT Management, Citrix, Hardware, Software Documentation, Operating Systems, Unix, Infrastructure, Windows Server, Disaster Recovery, Technical Support, Data Center, ITIL, Visio, Requirements Analysis, Integration, Databases, Enterprise Architecture, Incident Management, Solution Architecture, Virtualization, PMP, Storage, IT Operations, System Deployment, Systems Analysis, PMO, Security, Help Desk Support, Information Technology, Access, Outsourcing, Business Requirements, Project Portfolio..., SCCM, Firewalls
Education
University of Massachusetts, Amherst 1991 — 1995
B.S. cum laude, Biology
Karen Figueiredo Karen Figueiredo's Sun Life Financial Experience May 2015 - Present
Job VP, Global Pension & Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2015 - Present
Towers Watson November 2010 - May 2015
Towers Perrin 1985 - 2010
Skills
Actuarial, Pensions, Pension Funds, Investment Policy, Investments, Defined Benefit, Plan Design, Actuarial Science, ALM, Retirement, Business Planning, Investment Strategies, Risk Management, Defined Contribution, Executive Pay, Employee Benefits, Asset Allocation
Education
University of Manitoba
B Comm
Sun Life Financial May 2015 - Present
Towers Watson November 2010 - May 2015
Towers Perrin 1985 - 2010
Skills
Actuarial, Pensions, Pension Funds, Investment Policy, Investments, Defined Benefit, Plan Design, Actuarial Science, ALM, Retirement, Business Planning, Investment Strategies, Risk Management, Defined Contribution, Executive Pay, Employee Benefits, Asset Allocation
Education
University of Manitoba
B Comm
Alfred Schorath Alfred Schorath's Sun Life Financial Experience March 2008 - Present
Job Certified Financial Planner at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2008 - Present
Sun Life Financial March 2008 - Present
Skills
Certified Financial..., Retirement Planning, Mutual Funds, Investments, Financial Planning, Wealth Management, Insurance, Retirement, Financial Analysis, Risk Management, Fixed Annuities, Portfolio Management
Education
University of Manitoba
Bachelor of Commerce (Hons), Actuarial Science
Sun Life Financial March 2008 - Present
Sun Life Financial March 2008 - Present
Skills
Certified Financial..., Retirement Planning, Mutual Funds, Investments, Financial Planning, Wealth Management, Insurance, Retirement, Financial Analysis, Risk Management, Fixed Annuities, Portfolio Management
Education
University of Manitoba
Bachelor of Commerce (Hons), Actuarial Science
Sara Chan Sara Chan's Sun Life Financial Experience June 2008 - January 2010
Job Senior Staffing Manager at Accountemps, Robert Half International
Industry Financial Services
Experience
Accountemps September 2011 - Present
Gensler January 2011 - September 2011
Kleinfelder May 2010 - December 2010
Sun Life Financial June 2008 - January 2010
First Marblehead April 2003 - May 2008
Skills
Temporary Staffing, Temporary Placement, Accounting, Leadership, Finance, Team-oriented, Recruiting, Hiring, Employee Benefits, Career Development, Budgets, Microsoft Word, Sales, Management, Strategy, Customer Service
Education
University of Massachusetts Boston
Bachelor of Science, Management; Finance and Accounting
Accountemps September 2011 - Present
Gensler January 2011 - September 2011
Kleinfelder May 2010 - December 2010
Sun Life Financial June 2008 - January 2010
First Marblehead April 2003 - May 2008
Skills
Temporary Staffing, Temporary Placement, Accounting, Leadership, Finance, Team-oriented, Recruiting, Hiring, Employee Benefits, Career Development, Budgets, Microsoft Word, Sales, Management, Strategy, Customer Service
Education
University of Massachusetts Boston
Bachelor of Science, Management; Finance and Accounting
Gregory Barrett, CIMA®, CRPC ® Gregory Barrett, CIMA®, CRPC ®'s Sun Life Financial Experience February 2010 - May 2012
Job Retirement Plan Sales at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
Sun Life Financial February 2010 - May 2012
Sun Life Financial June 2005 - December 2009
Evergreen Investments September 2004 - June 2005
Columbia Management March 1999 - June 2004
Putnam Investments January 1996 - March 1999
Golf Professional January 1986 - January 1996
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
Sun Life Financial February 2010 - May 2012
Sun Life Financial June 2005 - December 2009
Evergreen Investments September 2004 - June 2005
Columbia Management March 1999 - June 2004
Putnam Investments January 1996 - March 1999
Golf Professional January 1986 - January 1996
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics
Lori House Lori House's Sun Life Financial Experience December 2002 - March 2012
Job Assistant Vice President/Director Operations
Industry Financial Services
Experience
Lincoln Financial Group April 2012 - December 2014
LOMA EPAC Committee 2012 - 2014
LOMA EPAC Committee 2012 - 2014
Sun Life Financial December 2002 - March 2012
Hanover Insurance Group a.k.a. Allmerica Financial November 1998 - December 2002
Citizens Bank & Fleet Bank April 1986 - October 1998
Skills
Operations and Sales..., Strategic Planning, Program Management, Budget Management, Process Improvement, Talent Development, Leadership, Talent Management, Customer Service, Banking, Management, Team Building, Training, Insurance, Customer Satisfaction, Budgets, Business Strategy, Business Development, Operations Management, Strategy, Business Analysis, Financial Services, Life Insurance, Risk Management
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Education & English
New England School of Banking
General Banking Degree
Worcester State College
Project Management Certificate
Lincoln Financial Group April 2012 - December 2014
LOMA EPAC Committee 2012 - 2014
LOMA EPAC Committee 2012 - 2014
Sun Life Financial December 2002 - March 2012
Hanover Insurance Group a.k.a. Allmerica Financial November 1998 - December 2002
Citizens Bank & Fleet Bank April 1986 - October 1998
Skills
Operations and Sales..., Strategic Planning, Program Management, Budget Management, Process Improvement, Talent Development, Leadership, Talent Management, Customer Service, Banking, Management, Team Building, Training, Insurance, Customer Satisfaction, Budgets, Business Strategy, Business Development, Operations Management, Strategy, Business Analysis, Financial Services, Life Insurance, Risk Management
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Education & English
New England School of Banking
General Banking Degree
Worcester State College
Project Management Certificate
Victoria Kofman Victoria Kofman's Sun Life Financial Experience December 1999 - Present
Job Sr. Expense Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 1999 - Present
Education
University of Massachusetts Boston 1980 — 1984
B.A., Economics
Sun Life Financial December 1999 - Present
Education
University of Massachusetts Boston 1980 — 1984
B.A., Economics
Sian McAlpin Sian McAlpin's Sun Life Financial Experience January 2015 - Present
Job AVP Finance, Risk & Controls at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Community Servings June 2007 - Present
John Hancock Financial Services May 2013 - December 2014
John Hancock Life Insurance Company (U.S.A.) February 2009 - May 2013
Boston Actuaries Club November 2008 - November 2010
John Hancock Life Insurance Company (U.S.A.) August 2006 - January 2009
Wawanesa Mutual Insurance 1995 - 2000
Skills
Actuarial, Actuarial Science, Risk Management, US GAAP, Financial Modeling, Financial Analysis, Insurance, Valuation, Variable Annuities, Auditing, Financial Risk, Economic Capital, Embedded Value, Reinsurance, Data Analysis, ALM, Analysis, Underwriting
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce (Honours), Actuarial Mathematics
Sun Life Financial January 2015 - Present
Community Servings June 2007 - Present
John Hancock Financial Services May 2013 - December 2014
John Hancock Life Insurance Company (U.S.A.) February 2009 - May 2013
Boston Actuaries Club November 2008 - November 2010
John Hancock Life Insurance Company (U.S.A.) August 2006 - January 2009
Wawanesa Mutual Insurance 1995 - 2000
Skills
Actuarial, Actuarial Science, Risk Management, US GAAP, Financial Modeling, Financial Analysis, Insurance, Valuation, Variable Annuities, Auditing, Financial Risk, Economic Capital, Embedded Value, Reinsurance, Data Analysis, ALM, Analysis, Underwriting
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce (Honours), Actuarial Mathematics
Todd Kagno's Sun Life Financial Experience August 2010 - April 2011
Job
Industry Information Technology and Services
Experience
EMC August 2015 - Present
Reiser April 2014 - July 2015
TJX August 2011 - April 2014
Coldwell Banker Residential Brokerage - NRT Insurance April 2011 - August 2011
Sun Life Financial August 2010 - April 2011
Sun Life Financial March 2007 - February 2010
Sun Life Financial January 2004 - March 2007
PTC January 2000 - May 2003
PTC April 1998 - January 2000
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, Systems Analysis, User Acceptance Testing, Visio, Business Process, Process Improvement, Vendor Management, Software Documentation, Functional..., Gap Analysis, Business Process..., Test Planning, Testing, CRM, Analysis, Agile Methodologies, SharePoint, Training, Quality Center, Siebel, System Testing, Software Project..., Oracle
Education
University of Massachusetts Dartmouth 1986 — 1991
EMC August 2015 - Present
Reiser April 2014 - July 2015
TJX August 2011 - April 2014
Coldwell Banker Residential Brokerage - NRT Insurance April 2011 - August 2011
Sun Life Financial August 2010 - April 2011
Sun Life Financial March 2007 - February 2010
Sun Life Financial January 2004 - March 2007
PTC January 2000 - May 2003
PTC April 1998 - January 2000
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, Systems Analysis, User Acceptance Testing, Visio, Business Process, Process Improvement, Vendor Management, Software Documentation, Functional..., Gap Analysis, Business Process..., Test Planning, Testing, CRM, Analysis, Agile Methodologies, SharePoint, Training, Quality Center, Siebel, System Testing, Software Project..., Oracle
Education
University of Massachusetts Dartmouth 1986 — 1991
Aaron Dufault's Sun Life Financial Experience July 2013 - Present
Job Director, Variable Annuity Projections at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial May 2010 - July 2013
Sun Life Financial September 2007 - May 2010
Sun Life Financial September 2005 - August 2007
Sun Life Financial February 2003 - August 2005
Skills
Actuarial Science, ALM, Fixed Annuities, Life Insurance, Insurance, Investments, Risk Management, Investment Strategies, Embedded Value, Financial Risk, Asset Allocation, Stochastic Modeling, Critical Illness
Education
University of Manitoba 1999 — 2002
Bachelor of Commerce (B.Com.), Actuarial Science
Glenlawn Collegiate Institute, Winnipeg, MB 1996 — 1998
Sun Life Financial July 2013 - Present
Sun Life Financial May 2010 - July 2013
Sun Life Financial September 2007 - May 2010
Sun Life Financial September 2005 - August 2007
Sun Life Financial February 2003 - August 2005
Skills
Actuarial Science, ALM, Fixed Annuities, Life Insurance, Insurance, Investments, Risk Management, Investment Strategies, Embedded Value, Financial Risk, Asset Allocation, Stochastic Modeling, Critical Illness
Education
University of Manitoba 1999 — 2002
Bachelor of Commerce (B.Com.), Actuarial Science
Glenlawn Collegiate Institute, Winnipeg, MB 1996 — 1998
Stephen Szaura Stephen Szaura's Sun Life Financial Experience August 2008 - July 2011
Job Graduate Student at University of Toronto
Industry Financial Services
Experience
NumeriX May 2012 - August 2012
Sun Life Financial August 2008 - July 2011
Skills
Credit Risk, Financial Engineering, Quantitative Finance, Stochastic Modeling, Derivatives, Risk Management, Economic Capital, C++, Microsoft Office, VBA, Bloomberg Terminal, Matlab, R
Education
University of Toronto 2013 — 2017
Doctor of Philosophy (PhD), Statistics and Mathematical Finance
University of Waterloo 2011 — 2012
MMATH, Masters in Quantitative Finance
University of Manitoba 2004 — 2008
B.Sc Honours, Joint Actuarial Mathematics and Statistics
NumeriX May 2012 - August 2012
Sun Life Financial August 2008 - July 2011
Skills
Credit Risk, Financial Engineering, Quantitative Finance, Stochastic Modeling, Derivatives, Risk Management, Economic Capital, C++, Microsoft Office, VBA, Bloomberg Terminal, Matlab, R
Education
University of Toronto 2013 — 2017
Doctor of Philosophy (PhD), Statistics and Mathematical Finance
University of Waterloo 2011 — 2012
MMATH, Masters in Quantitative Finance
University of Manitoba 2004 — 2008
B.Sc Honours, Joint Actuarial Mathematics and Statistics
Kevin Copson's Sun Life Financial Experience April 2013 - December 2014
Job Sales Coordinator at Sun Life Financial
Industry Legal Services
Experience
University of Massachusetts Lowell January 2015 - Present
Sun Life Financial April 2013 - December 2014
The Scipione Group, LLC July 2012 - November 2012
O'Leary Library January 2009 - May 2012
John Joseph Moakley United States Courthouse June 2010 - August 2010
Skills
Team Leadership, Event Management, Community Outreach, Community Relations, Detailed Organization, Public Speaking, Martial Arts, Legal Research, Legal Writing
Education
University of Massachusetts Lowell 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Criminology
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Arts, Criminal Justice
University of Massachusetts Lowell January 2015 - Present
Sun Life Financial April 2013 - December 2014
The Scipione Group, LLC July 2012 - November 2012
O'Leary Library January 2009 - May 2012
John Joseph Moakley United States Courthouse June 2010 - August 2010
Skills
Team Leadership, Event Management, Community Outreach, Community Relations, Detailed Organization, Public Speaking, Martial Arts, Legal Research, Legal Writing
Education
University of Massachusetts Lowell 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Criminology
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Arts, Criminal Justice
Michael Hurley Michael Hurley's Sun Life Financial Experience May 2013 - May 2015
Job Senior Field Consultant at MetLife
Industry Insurance
Experience
MetLife May 2015 - Present
Sun Life Financial May 2013 - May 2015
Sun Life Financial April 2012 - April 2013
Sun Life Financial December 2009 - March 2012
Skills
Voluntary Employee..., Employee Benefits, Insurance, Life Insurance, Disability Insurance, Microsoft Office, Strategic Planning, Sales, Group Insurance, Entrepreneurship, CRM, Business Analysis, Direct Sales, Customer Service, Critical Illness, Acccident Insurance, Portfolio Management, Product Development, New Business Development, Product Design, Risk Management, Customer Relations, PowerPoint, Microsoft Excel, Adobe Creative Suite, Strategic Financial..., Fixed Annuities, Investments, Sales Operations, Financial Planning, Leadership, Management
Education
University of Massachusetts Boston
B.S. of Marketing Business Management
MetLife May 2015 - Present
Sun Life Financial May 2013 - May 2015
Sun Life Financial April 2012 - April 2013
Sun Life Financial December 2009 - March 2012
Skills
Voluntary Employee..., Employee Benefits, Insurance, Life Insurance, Disability Insurance, Microsoft Office, Strategic Planning, Sales, Group Insurance, Entrepreneurship, CRM, Business Analysis, Direct Sales, Customer Service, Critical Illness, Acccident Insurance, Portfolio Management, Product Development, New Business Development, Product Design, Risk Management, Customer Relations, PowerPoint, Microsoft Excel, Adobe Creative Suite, Strategic Financial..., Fixed Annuities, Investments, Sales Operations, Financial Planning, Leadership, Management
Education
University of Massachusetts Boston
B.S. of Marketing Business Management
Michael Silver's Sun Life Financial Experience May 2003 - July 2011
Job Managing Partner at W.P.G. The Wealth Planning Group Inc
Industry Financial Services
Experience
W.P.G. The Wealth Planning Group Inc August 2011 - Present
Sun Life Financial May 2003 - July 2011
Freedom55 Financial May 2001 - May 2003
Royal Bank of Canada May 1999 - May 2001
Skills
Holistic Financial..., Strategic Financial..., Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Financial Services, Investment Strategies, Leadership, Mutual Funds, Training, Wealth, Retirement Planning, Critical Illness, Personal Finance, Retirement
Education
University of Manitoba 1997 — 2001
B.Comm (hons), Finance
JWC
University Of Mantioba
B. Comm (Hons), Finannce
University of Manitoba
Bachelor Of Commerce (Honours)
W.P.G. The Wealth Planning Group Inc August 2011 - Present
Sun Life Financial May 2003 - July 2011
Freedom55 Financial May 2001 - May 2003
Royal Bank of Canada May 1999 - May 2001
Skills
Holistic Financial..., Strategic Financial..., Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Financial Services, Investment Strategies, Leadership, Mutual Funds, Training, Wealth, Retirement Planning, Critical Illness, Personal Finance, Retirement
Education
University of Manitoba 1997 — 2001
B.Comm (hons), Finance
JWC
University Of Mantioba
B. Comm (Hons), Finannce
University of Manitoba
Bachelor Of Commerce (Honours)
Deb Downs Deb Downs's Sun Life Financial Experience 2004 - 2006
Job Process Improvement Project Specialist at Hebrew SeniorLife
Industry Human Resources
Experience
Hebrew SeniorLife August 2013 - Present
Hebrew SeniorLife January 2011 - August 2013
The Bostonian Group January 2010 - January 2011
UMass Boston January 2009 - December 2009
Holcim (US), Inc. October 2006 - December 2008
Sun Life Financial 2004 - 2006
Sun Life Financial November 2000 - August 2003
Enterprise Rent-A-Car June 1998 - September 2000
Skills
Interviewing, Immigration, College Recruiting, Full-cycle Recruiting, Healthcare, Coaching, Talent Acquisition
Education
University of Massachusetts Boston 2008 — 2010
MBA, Human Resources
University of Massachusetts, Amherst 1994 — 1998
B.S., Life Sciences
Hebrew SeniorLife August 2013 - Present
Hebrew SeniorLife January 2011 - August 2013
The Bostonian Group January 2010 - January 2011
UMass Boston January 2009 - December 2009
Holcim (US), Inc. October 2006 - December 2008
Sun Life Financial 2004 - 2006
Sun Life Financial November 2000 - August 2003
Enterprise Rent-A-Car June 1998 - September 2000
Skills
Interviewing, Immigration, College Recruiting, Full-cycle Recruiting, Healthcare, Coaching, Talent Acquisition
Education
University of Massachusetts Boston 2008 — 2010
MBA, Human Resources
University of Massachusetts, Amherst 1994 — 1998
B.S., Life Sciences
Scott Holman's Sun Life Financial Experience January 2007 - February 2009
Job Attorney
Industry Legal Services
Experience
Scott Holman Attorney at Law July 2015 - Present
Scott Holman March 2015 - July 2015
Scott Holman Attorney at Law February 2009 - March 2015
Valet Park of America October 2009 - November 2014
Sun Life Financial January 2007 - February 2009
Genworth Financial January 2001 - January 2007
GE January 1999 - January 2001
Massachusetts Mutual Life Insurance Company January 1996 - January 1999
Private Law Practice January 1990 - January 1996
O'Connell Professional Nurse Service January 1989 - January 1990
Skills
Contract Negotiation, Intellectual Property, Claims Resolution, Leadership, Risk Management, Corporate Law, Litigation, Insurance, Legal Writing, Human Resources, Mergers & Acquisitions, Six Sigma, Commercial Litigation, Negotiation, Employee Benefits, Analysis, Corporate Governance, Trials, Licensing, Arbitration, Mediation, Employment Law, Insurance Law, Litigation Management, Privacy Law, Dispute Resolution, Legal Research
Education
Western New England College School of Law 1985 — 1989
JD, Law
University of Massachusetts, Amherst 1981 — 1984
BBA, Business
Scott Holman Attorney at Law July 2015 - Present
Scott Holman March 2015 - July 2015
Scott Holman Attorney at Law February 2009 - March 2015
Valet Park of America October 2009 - November 2014
Sun Life Financial January 2007 - February 2009
Genworth Financial January 2001 - January 2007
GE January 1999 - January 2001
Massachusetts Mutual Life Insurance Company January 1996 - January 1999
Private Law Practice January 1990 - January 1996
O'Connell Professional Nurse Service January 1989 - January 1990
Skills
Contract Negotiation, Intellectual Property, Claims Resolution, Leadership, Risk Management, Corporate Law, Litigation, Insurance, Legal Writing, Human Resources, Mergers & Acquisitions, Six Sigma, Commercial Litigation, Negotiation, Employee Benefits, Analysis, Corporate Governance, Trials, Licensing, Arbitration, Mediation, Employment Law, Insurance Law, Litigation Management, Privacy Law, Dispute Resolution, Legal Research
Education
Western New England College School of Law 1985 — 1989
JD, Law
University of Massachusetts, Amherst 1981 — 1984
BBA, Business
Jason E. Lang Jason E. Lang's Sun Life Financial Experience 2008 - 2009
Job Enterprise Growth Acct Manager Software and Cloud Solutions
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
F-Squared Investments December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - December 2013
RS Funds / Guardian Life Insurance 2010 - 2012
Sovereign Bank December 2009 - July 2010
Sun Life Financial 2008 - 2009
Sun Life Financial 2008 - 2009
Sun Life Financial 2006 - 2008
Sun Life Financial 2001 - 2006
Riposo Asset Management 1999 - 2000
Skills
Series 7, Series 63, FINRA, Insurance, Cold Calling, Mutual Funds, Investments, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Series 6, fi360, Zephyr, Morningstar Direct, Fusion, Series 26, Selling, Separately Managed..., Series 65, 401k, ETFs, Wealth Management, Life Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Alternative Investments, Asset Management, Investment Strategies, Finance, Relationship Management, Retirement Plan..., Financial Planning, Sales
Education
University of Massachusetts, Amherst 1993 — 1997
B. S., Exercise Science
University of New Hampshire 1992 — 1993
Falmouth High School 1988 — 1992
High School Diploma, College Prep Studies
Oracle July 2015 - Present
F-Squared Investments December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - December 2013
RS Funds / Guardian Life Insurance 2010 - 2012
Sovereign Bank December 2009 - July 2010
Sun Life Financial 2008 - 2009
Sun Life Financial 2008 - 2009
Sun Life Financial 2006 - 2008
Sun Life Financial 2001 - 2006
Riposo Asset Management 1999 - 2000
Skills
Series 7, Series 63, FINRA, Insurance, Cold Calling, Mutual Funds, Investments, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Series 6, fi360, Zephyr, Morningstar Direct, Fusion, Series 26, Selling, Separately Managed..., Series 65, 401k, ETFs, Wealth Management, Life Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Alternative Investments, Asset Management, Investment Strategies, Finance, Relationship Management, Retirement Plan..., Financial Planning, Sales
Education
University of Massachusetts, Amherst 1993 — 1997
B. S., Exercise Science
University of New Hampshire 1992 — 1993
Falmouth High School 1988 — 1992
High School Diploma, College Prep Studies
Matt Bearfield's Sun Life Financial Experience June 2000 - October 2003
Job Senior Financial Analyst at EMC
Industry Information Technology and Services
Experience
EMC March 2013 - Present
EMC March 2007 - March 2013
Liberty Mutual Insurance January 2004 - August 2006
Sun Life Financial June 2000 - October 2003
Skills
Insurance, Account Management, Analysis, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Leadership, New Business Development, Management, Portfolio Management, Project Management, Risk Management, Sales Management, Sales, Strategic Financial...
Education
University of Massachusetts, Amherst 1996 — 2000
Economics, Economics/Finance
Newton North High School 1992 — 1996
EMC March 2013 - Present
EMC March 2007 - March 2013
Liberty Mutual Insurance January 2004 - August 2006
Sun Life Financial June 2000 - October 2003
Skills
Insurance, Account Management, Analysis, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Leadership, New Business Development, Management, Portfolio Management, Project Management, Risk Management, Sales Management, Sales, Strategic Financial...
Education
University of Massachusetts, Amherst 1996 — 2000
Economics, Economics/Finance
Newton North High School 1992 — 1996
James Finlay, FRM James Finlay, FRM's Sun Life Financial Experience May 2009 - March 2012
Job Hedge Accounting Director at Manulife / John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
Manulife Financial April 2012 - April 2015
Sun Life Financial May 2009 - March 2012
Bisys / Citi Hedge Fund Services July 2007 - May 2009
Bisys Hedge Fund Services August 2006 - July 2007
Bisys Hedge Fund Services February 2006 - August 2006
2006Investor's Bank and Trust April 2005 - January 2006
Skills
Process Automation, VBA, Key Controls, Reconciliation..., Bloomberg, Bloomberg API, Excel Expert, SQL, Microsoft SQL Server, Business Analysis, Business Objects, Microsoft Excel, Investments, Financial Analysis, Derivatives, Hedge Accounting, Derivative Operations, FAS 133, IAS 39, Valuation, Bloomberg Terminal
Education
University of Massachusetts Lowell 2000 — 2004
Bachelor of Science, Business Administration Financial Markets
Manulife Financial April 2012 - April 2015
Sun Life Financial May 2009 - March 2012
Bisys / Citi Hedge Fund Services July 2007 - May 2009
Bisys Hedge Fund Services August 2006 - July 2007
Bisys Hedge Fund Services February 2006 - August 2006
2006Investor's Bank and Trust April 2005 - January 2006
Skills
Process Automation, VBA, Key Controls, Reconciliation..., Bloomberg, Bloomberg API, Excel Expert, SQL, Microsoft SQL Server, Business Analysis, Business Objects, Microsoft Excel, Investments, Financial Analysis, Derivatives, Hedge Accounting, Derivative Operations, FAS 133, IAS 39, Valuation, Bloomberg Terminal
Education
University of Massachusetts Lowell 2000 — 2004
Bachelor of Science, Business Administration Financial Markets
Christine Lydon's Sun Life Financial Experience November 2010 - June 2013
Job Provider Enrollment Rep at BMC HealthNet Plan
Industry Hospital & Health Care
Experience
BMC HealthNet Plan/Well Sense Health Plan June 2013 - Present
Sun Life Financial November 2010 - June 2013
John Hancock Financial Services September 1996 - December 2008
Knight College Resource Group January 1994 - September 1996
Skills
HIPAA, Administration, Documentation, Healthcare, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Lotus Notes, Call Centers, Health Insurance, Customer Service, Data Entry, Medicare, Claim, Insurance, Long-term Care, Medicaid, Underwriting, Employee Benefits, Microsoft Word, Microsoft Excel, Disability Insurance, Outlook, Medical Terminology, Financial Services
Education
University of Massachusetts Boston
University of Massachusetts – Some undergraduate classes with intent to obtain a bachelor’s degree
Boston English High
Diploma
BMC HealthNet Plan/Well Sense Health Plan June 2013 - Present
Sun Life Financial November 2010 - June 2013
John Hancock Financial Services September 1996 - December 2008
Knight College Resource Group January 1994 - September 1996
Skills
HIPAA, Administration, Documentation, Healthcare, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Lotus Notes, Call Centers, Health Insurance, Customer Service, Data Entry, Medicare, Claim, Insurance, Long-term Care, Medicaid, Underwriting, Employee Benefits, Microsoft Word, Microsoft Excel, Disability Insurance, Outlook, Medical Terminology, Financial Services
Education
University of Massachusetts Boston
University of Massachusetts – Some undergraduate classes with intent to obtain a bachelor’s degree
Boston English High
Diploma
Christine Delaney Christine Delaney's Sun Life Financial Experience October 2004 - January 2007
Job Technical Writer III at Cisco
Industry Telecommunications
Experience
Cisco May 2014 - Present
Cisco May 2011 - May 2014
Airvana January 2007 - May 2011
Sun Life Financial October 2004 - January 2007
Sun Life Financial October 2004 - January 2007
Boston Communications Group, INC June 2004 - August 2004
Skills
FrameMaker, SnagIt, Technical Communication, Software Documentation, Technical Writing, Technical Documentation, Adobe Acrobat, Visio, Editing, Content Development, HTML, Single Sourcing, Telecommunications, DITA, E-Learning, Document Management, Information Architecture, Technical Training, Cross-functional Team..., Training, Web Content Management, Microsoft Word, SharePoint, Structured Authoring, PowerPoint
Education
University of Massachusetts, Amherst 1999 — 2004
Certificate, Professional Writing and Technical Communication
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, English
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, French
Woburn High School 1995 — 1999
University of Massachusetts at Lowell
Certificate, Web Development
Cisco May 2014 - Present
Cisco May 2011 - May 2014
Airvana January 2007 - May 2011
Sun Life Financial October 2004 - January 2007
Sun Life Financial October 2004 - January 2007
Boston Communications Group, INC June 2004 - August 2004
Skills
FrameMaker, SnagIt, Technical Communication, Software Documentation, Technical Writing, Technical Documentation, Adobe Acrobat, Visio, Editing, Content Development, HTML, Single Sourcing, Telecommunications, DITA, E-Learning, Document Management, Information Architecture, Technical Training, Cross-functional Team..., Training, Web Content Management, Microsoft Word, SharePoint, Structured Authoring, PowerPoint
Education
University of Massachusetts, Amherst 1999 — 2004
Certificate, Professional Writing and Technical Communication
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, English
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, French
Woburn High School 1995 — 1999
University of Massachusetts at Lowell
Certificate, Web Development
Isaac L. Sierra Isaac L. Sierra's Sun Life Financial Experience August 2014 - August 2015
Job Financial Planning & Analysis Manager at Public Consulting Group
Industry Financial Services
Experience
Public Consulting Group August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial June 2012 - August 2014
Sun Life Financial May 2011 - June 2012
State Street Corporation August 2008 - August 2010
State Street Corporation June 2007 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Risk Management, Tactical Asset..., Financial Mgmt, Microsoft Excel, Smartview, Hyperion Essbase, Bloomberg, Essbase, Finance, Fixed Income, Investments, Financial Planning, Mutual Funds, Analysis, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
MBA, Finance, Honors
University of Massachusetts Boston
Bachelor's Degree, Management / Finance, Honors / Summa Cum Laude
Public Consulting Group August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial June 2012 - August 2014
Sun Life Financial May 2011 - June 2012
State Street Corporation August 2008 - August 2010
State Street Corporation June 2007 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Risk Management, Tactical Asset..., Financial Mgmt, Microsoft Excel, Smartview, Hyperion Essbase, Bloomberg, Essbase, Finance, Fixed Income, Investments, Financial Planning, Mutual Funds, Analysis, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
MBA, Finance, Honors
University of Massachusetts Boston
Bachelor's Degree, Management / Finance, Honors / Summa Cum Laude
Ike Ozhathil Ike Ozhathil's Sun Life Financial Experience April 2010 - August 2013
Job Managing development of major conversion system to migrate large volume of images and data.
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 2010 - August 2013
Sun Life Financial August 1998 - April 2010
New England Financial June 1989 - August 1998
Skills
Managing development..., Managing ongoing..., Leading projects using..., Managing development..., Technical Experience in..., Technical Experience..., Technical Experience..., Experience in..., Experience in using..., Technical Experience in..., Experience in using..., Java Enterprise Edition, Integration, Program Management, SDLC, Software Development, Project Management
Education
University of Massachusetts Boston 1988 — 1991
Master of Science (MS), Computer Science
Delaware Life August 2013 - Present
Sun Life Financial April 2010 - August 2013
Sun Life Financial August 1998 - April 2010
New England Financial June 1989 - August 1998
Skills
Managing development..., Managing ongoing..., Leading projects using..., Managing development..., Technical Experience in..., Technical Experience..., Technical Experience..., Experience in..., Experience in using..., Technical Experience in..., Experience in using..., Java Enterprise Edition, Integration, Program Management, SDLC, Software Development, Project Management
Education
University of Massachusetts Boston 1988 — 1991
Master of Science (MS), Computer Science
Gregory Driscoll Gregory Driscoll's Sun Life Financial Experience January 2001 - March 2012
Job Operations Manager
Industry Financial Services
Experience
Sun Life Financial January 2001 - March 2012
Skills
Team Leadership, Cross-functional Team..., Change Management, Variable Annuities, Fixed Annuities, Microsoft Excel, SharePoint, Visio, Access, PowerPoint, NICE Call Recording, Loans, Crystal Reports, Taleo, Adobe Acrobat, ADP E-Time, Lotus Notes, Siebel, Project Management
Education
University of Massachusetts, Amherst
Sociology
Sun Life Financial January 2001 - March 2012
Skills
Team Leadership, Cross-functional Team..., Change Management, Variable Annuities, Fixed Annuities, Microsoft Excel, SharePoint, Visio, Access, PowerPoint, NICE Call Recording, Loans, Crystal Reports, Taleo, Adobe Acrobat, ADP E-Time, Lotus Notes, Siebel, Project Management
Education
University of Massachusetts, Amherst
Sociology
John Snyder John Snyder's Sun Life Financial Experience June 1996 - August 1998
Job President, Telamon/HCR
Industry Human Resources
Experience
Telamon Insurance & Financial Network October 2002 - Present
Boynton Angels 2007 - 2008
HR Logic June 1998 - September 2002
Sun Life Financial June 1996 - August 1998
UnumProvident September 1990 - June 1996
Skills
Insurance, Employee Benefits, Strategic Planning, Workers Compensation, Recruiting, Talent Acquisition, Human Resources, Management, Outsourcing, Training, Payroll, Disability Insurance, Start-ups, Leadership, Account Management, Employee Relations, Leadership Development, Public Speaking, Business Development, Strategy, Selling, Risk Management, Small Business, Team Building, Investments, Sales, New Business Development, Contract Negotiation, Sales Management, Management Consulting, Negotiation, Marketing, Networking, Executive Management
Education
University of Massachusetts, Amherst 1986 — 1990
Taft 1985 — 1986
Telamon Insurance & Financial Network October 2002 - Present
Boynton Angels 2007 - 2008
HR Logic June 1998 - September 2002
Sun Life Financial June 1996 - August 1998
UnumProvident September 1990 - June 1996
Skills
Insurance, Employee Benefits, Strategic Planning, Workers Compensation, Recruiting, Talent Acquisition, Human Resources, Management, Outsourcing, Training, Payroll, Disability Insurance, Start-ups, Leadership, Account Management, Employee Relations, Leadership Development, Public Speaking, Business Development, Strategy, Selling, Risk Management, Small Business, Team Building, Investments, Sales, New Business Development, Contract Negotiation, Sales Management, Management Consulting, Negotiation, Marketing, Networking, Executive Management
Education
University of Massachusetts, Amherst 1986 — 1990
Taft 1985 — 1986
Elizabeth (Betsy) Mitchell Elizabeth (Betsy) Mitchell's Sun Life Financial Experience September 2013 - Present
Job Quality Assurance Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial September 2013 - Present
ING Financial Services (contract support assigned by Apex Systems) August 2011 - July 2012
ING Financial Services March 2000 - December 2010
State Street Bank March 1992 - October 2000
Skills
SunGard OmniPlus..., SunGard OmniStation, SQL, Proprietary web front..., Rational Clearquest, Microsoft Excel, Microsoft Word, PowerImage, PowerPoint, Software Documentation, Testing, Quality Assurance, Analysis, ClearQuest, Business Analysis, SunGard OmniPlan, AdminStation..., Clarity, HP Quality Center, MS Word, Plan Documents, Retirement Operations
Education
Fisher Junior College
Administrative Assistant and Secretarial Science, General
University of Massachusetts Boston
Liberal Arts Curriculum
Sun Life Financial September 2013 - Present
ING Financial Services (contract support assigned by Apex Systems) August 2011 - July 2012
ING Financial Services March 2000 - December 2010
State Street Bank March 1992 - October 2000
Skills
SunGard OmniPlus..., SunGard OmniStation, SQL, Proprietary web front..., Rational Clearquest, Microsoft Excel, Microsoft Word, PowerImage, PowerPoint, Software Documentation, Testing, Quality Assurance, Analysis, ClearQuest, Business Analysis, SunGard OmniPlan, AdminStation..., Clarity, HP Quality Center, MS Word, Plan Documents, Retirement Operations
Education
Fisher Junior College
Administrative Assistant and Secretarial Science, General
University of Massachusetts Boston
Liberal Arts Curriculum
Jay Phillips's Sun Life Financial Experience July 2005 - February 2014
Job Managing Partner at Presidio Financial Planning Group
Industry Financial Services
Experience
Presidio Financial Planning Group March 2014 - Present
Sun Life Financial July 2005 - February 2014
Skills
Recruitment/Retention, Training & Development, Coaching, Group Benefits, Savings, Long Term Care, Wealth Management, Financial Advice, Long-term Care, Employee Benefits, Mutual Funds, Employee Training, Financial Advisory, Insurance, Retirement Planning, Personal Finance, Retirement, Critical Illness, Fixed Annuities, Financial Planners, Investments, Disability Insurance, Financial Planning, Wealth, Segregated Funds, Retirement Savings, Managerial Skills
Education
University of Manitoba 1989 — 1992
B.A.
Presidio Financial Planning Group March 2014 - Present
Sun Life Financial July 2005 - February 2014
Skills
Recruitment/Retention, Training & Development, Coaching, Group Benefits, Savings, Long Term Care, Wealth Management, Financial Advice, Long-term Care, Employee Benefits, Mutual Funds, Employee Training, Financial Advisory, Insurance, Retirement Planning, Personal Finance, Retirement, Critical Illness, Fixed Annuities, Financial Planners, Investments, Disability Insurance, Financial Planning, Wealth, Segregated Funds, Retirement Savings, Managerial Skills
Education
University of Manitoba 1989 — 1992
B.A.
Alexandra Neitlich's Sun Life Financial Experience October 1997 - September 2004
Job Executive Assistant to SVP & Chief Human Resources Officer at Analog Devices
Industry Semiconductors
Experience
Ava Anderson Non Toxic January 2015 - Present
Analog Devices January 2015 - Present
Analog Devices December 2012 - January 2015
Panera Bread August 2011 - December 2012
Bullhorn November 2010 - August 2011
CNN October 2009 - October 2010
Sun Life Financial Distributors, Inc. July 2005 - June 2009
Sun Life Financial Distributors, Inc. September 2004 - July 2005
Sun Life Financial October 1997 - September 2004
Sun Life Financial April 1995 - October 1997
Skills
Event Planning, Time Management, Budgets, Team Building, Customer Service, Coaching, Marketing, Management, Office Management, Administrative..., Account Management, Social Media, Microsoft Office, Human Resources, Salesforce.com, Outlook, Sales, Employee Relations, Program Management, Social Networking, Project Management, Event Management, Analysis, Team Leadership, Teamwork, Editing, Social Media Marketing, Project Planning, Onboarding, Process Scheduler, Recruiting, PeopleSoft, Data Analysis, Sales Management, Training, Microsoft Word, Microsoft Excel, Access, Leadership, Public Relations, PowerPoint
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts, Communications / Minor in Psychology
Ava Anderson Non Toxic January 2015 - Present
Analog Devices January 2015 - Present
Analog Devices December 2012 - January 2015
Panera Bread August 2011 - December 2012
Bullhorn November 2010 - August 2011
CNN October 2009 - October 2010
Sun Life Financial Distributors, Inc. July 2005 - June 2009
Sun Life Financial Distributors, Inc. September 2004 - July 2005
Sun Life Financial October 1997 - September 2004
Sun Life Financial April 1995 - October 1997
Skills
Event Planning, Time Management, Budgets, Team Building, Customer Service, Coaching, Marketing, Management, Office Management, Administrative..., Account Management, Social Media, Microsoft Office, Human Resources, Salesforce.com, Outlook, Sales, Employee Relations, Program Management, Social Networking, Project Management, Event Management, Analysis, Team Leadership, Teamwork, Editing, Social Media Marketing, Project Planning, Onboarding, Process Scheduler, Recruiting, PeopleSoft, Data Analysis, Sales Management, Training, Microsoft Word, Microsoft Excel, Access, Leadership, Public Relations, PowerPoint
Education
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts, Communications / Minor in Psychology
Vinessa Harris Vinessa Harris's Sun Life Financial Experience November 2012 - August 2013
Job Proposal Specialist II at MetLife
Industry Financial Services
Experience
MetLife September 2014 - Present
Principal Financial Group September 2013 - August 2014
Sun Life Financial November 2012 - August 2013
Verizon Wireless March 2005 - July 2011
Skills
Federal, State, and..., GSA Federal Supply..., Departmental Training, Facilities Management, Team Building, Compliance Handling, RFP Generation, RFP Design, Contract Management, Contract Negotiation, Project Management, Training, Negotiation, Sales, Employee Benefits, Finance, Proposal Writing, Customer Service, Disability Insurance, Leadership, Life Insurance, Management, Insurance, Strategic Planning
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.)
MetLife September 2014 - Present
Principal Financial Group September 2013 - August 2014
Sun Life Financial November 2012 - August 2013
Verizon Wireless March 2005 - July 2011
Skills
Federal, State, and..., GSA Federal Supply..., Departmental Training, Facilities Management, Team Building, Compliance Handling, RFP Generation, RFP Design, Contract Management, Contract Negotiation, Project Management, Training, Negotiation, Sales, Employee Benefits, Finance, Proposal Writing, Customer Service, Disability Insurance, Leadership, Life Insurance, Management, Insurance, Strategic Planning
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.)
Nick Riley Nick Riley's Sun Life Financial Experience July 2000 - August 2006
Job Vice President, Recruitment and Employee Relations Manager at Middlesex Savings Bank
Industry Human Resources
Experience
Middlesex Savings Bank November 2014 - Present
Middlesex Savings Bank April 2007 - Present
Citizens Bank August 2006 - April 2007
Sun Life Financial July 2000 - August 2006
Skills
Recruiting, Employee Relations, Employee Management, Employee Training, Retail Banking, Human Resources, Management, Business Analysis, Financial Services, Lotus Notes, Team Leadership, Job Analysis, Performance Appraisal, Organizational..., Talent Acquisition, Banking, Payroll, Onboarding, Performance Management, Employee Benefits
Education
University of Massachusetts Dartmouth
BS - Human Resources Management
Middlesex Savings Bank November 2014 - Present
Middlesex Savings Bank April 2007 - Present
Citizens Bank August 2006 - April 2007
Sun Life Financial July 2000 - August 2006
Skills
Recruiting, Employee Relations, Employee Management, Employee Training, Retail Banking, Human Resources, Management, Business Analysis, Financial Services, Lotus Notes, Team Leadership, Job Analysis, Performance Appraisal, Organizational..., Talent Acquisition, Banking, Payroll, Onboarding, Performance Management, Employee Benefits
Education
University of Massachusetts Dartmouth
BS - Human Resources Management
Sigrid DiGiorgio Sigrid DiGiorgio's Sun Life Financial Experience February 2011 - February 2012
Job Project Manager
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Dell March 2012 - May 2013
Sun Life Financial February 2011 - February 2012
Sun Life Financial January 2008 - January 2011
Sun Life Financial March 2003 - January 2008
Sun Life Financial February 1999 - February 2003
John Hancock Financial Services June 1998 - February 1999
Electronic Data Systems (EDS) July 1996 - July 1998
Massachusetts General Hospital December 1994 - July 1996
Skills
Relationship Management, Quality Center, Project Management, SQL, Change Control, ERP, Process Simulation, Test Planning, Leadership, Training, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Analysis, IT Management, Systems Analysis
Education
University of Massachusetts Boston
BA, Psychology
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Blue Cross Blue Shield of Massachusetts June 2013 - Present
Dell March 2012 - May 2013
Sun Life Financial February 2011 - February 2012
Sun Life Financial January 2008 - January 2011
Sun Life Financial March 2003 - January 2008
Sun Life Financial February 1999 - February 2003
John Hancock Financial Services June 1998 - February 1999
Electronic Data Systems (EDS) July 1996 - July 1998
Massachusetts General Hospital December 1994 - July 1996
Skills
Relationship Management, Quality Center, Project Management, SQL, Change Control, ERP, Process Simulation, Test Planning, Leadership, Training, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Business Analysis, IT Management, Systems Analysis
Education
University of Massachusetts Boston
BA, Psychology
Russell Varney Russell Varney's Sun Life Financial Experience 2002 - 2010
Job Programs Assistant at NewBridge on the Charles
Industry Marketing and Advertising
Experience
NewBridge on the Charles Assisted Living March 2013 - Present
Providence House Assisted Living July 2012 - Present
Self-Employed September 2010 - October 2012
Sun Life Financial 2002 - 2010
AIDS Action Committee 2000 - 2001
MediaOne Advertising 2000 - 2000
Nortel Networks (formerly Bay Networks) 1995 - 2000
Printers Collaborative 1986 - 1994
Skills
Retirement Planning, Graphic Design, Leadership, Marketing, Marketing Communications, Creative Direction, Series 6, Process Improvement, Project Management, Fundraising, Life Insurance, Customer Service, Budgets, Time Management, Teamwork, Collateral, Editing, Event Planning
Education
UMass Lowell
Bachelor's Degree, Music Education
NewBridge on the Charles Assisted Living March 2013 - Present
Providence House Assisted Living July 2012 - Present
Self-Employed September 2010 - October 2012
Sun Life Financial 2002 - 2010
AIDS Action Committee 2000 - 2001
MediaOne Advertising 2000 - 2000
Nortel Networks (formerly Bay Networks) 1995 - 2000
Printers Collaborative 1986 - 1994
Skills
Retirement Planning, Graphic Design, Leadership, Marketing, Marketing Communications, Creative Direction, Series 6, Process Improvement, Project Management, Fundraising, Life Insurance, Customer Service, Budgets, Time Management, Teamwork, Collateral, Editing, Event Planning
Education
UMass Lowell
Bachelor's Degree, Music Education
Tina Andrews Tina Andrews's Sun Life Financial Experience September 2001 - September 2006
Job Sr. Client Services Manager at Inovalon
Industry Insurance
Experience
Inovalon February 2015 - Present
ConnectYourCare September 2006 - May 2014
Sun Life Financial September 2001 - September 2006
CAPITA TECHNOLOGIES January 2000 - January 2002
MAXIM HEALTHCARE SERVICES, INC January 1999 - January 2001
Asbury Methodist Village January 1998 - January 1999
MONTGOMERY HOUSE January 1995 - January 1998
Skills
Employee Benefits, Strategic Planning, Healthcare, Process Improvement, Insurance, Benefits Administration, Human Resources, Customer Service, Program Management, Health Insurance, Personnel Management, Business Strategy, Analysis, Management, Disability Insurance, Health Savings Accounts, Negotiation, Account Management, Managed Care, Recruiting, Policy, Team Building, Interviews, Leadership
Education
University of Maryland College Park 1991 — 1995
BA, Psychology
Project Management Professional Certification Classes
Inovalon February 2015 - Present
ConnectYourCare September 2006 - May 2014
Sun Life Financial September 2001 - September 2006
CAPITA TECHNOLOGIES January 2000 - January 2002
MAXIM HEALTHCARE SERVICES, INC January 1999 - January 2001
Asbury Methodist Village January 1998 - January 1999
MONTGOMERY HOUSE January 1995 - January 1998
Skills
Employee Benefits, Strategic Planning, Healthcare, Process Improvement, Insurance, Benefits Administration, Human Resources, Customer Service, Program Management, Health Insurance, Personnel Management, Business Strategy, Analysis, Management, Disability Insurance, Health Savings Accounts, Negotiation, Account Management, Managed Care, Recruiting, Policy, Team Building, Interviews, Leadership
Education
University of Maryland College Park 1991 — 1995
BA, Psychology
Project Management Professional Certification Classes
Julie Markarian Julie Markarian's Sun Life Financial Experience January 2012 - Present
Job Business Systems Senior Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2012 - Present
Sun Life Financial November 2006 - January 2012
Sun Life Financial January 2004 - November 2006
Sun Life Financial August 2002 - January 2004
Skills
Insurance, Call Centers, Project Management, Customer Service, Financial Services, Business Analysis, Requirements Gathering, Process Improvement, Fixed Annuities, SDLC, Analysis, Life Insurance, Mutual Funds, Management, Vendor Management, Strategic Financial..., Investments
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration, Management
Sun Life Financial January 2012 - Present
Sun Life Financial November 2006 - January 2012
Sun Life Financial January 2004 - November 2006
Sun Life Financial August 2002 - January 2004
Skills
Insurance, Call Centers, Project Management, Customer Service, Financial Services, Business Analysis, Requirements Gathering, Process Improvement, Fixed Annuities, SDLC, Analysis, Life Insurance, Mutual Funds, Management, Vendor Management, Strategic Financial..., Investments
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration, Management
Sal Chinappi's Sun Life Financial Experience June 1995 - December 2009
Job Technical Support Specialist
Industry Information Technology and Services
Experience
RSA The security division of EMC(Contractor-Advantage Tech.Resourcing May 2012 - March 2013
St. Mary’s Credit Union June 2010 - May 2011
Sun Life Financial June 1995 - December 2009
Lotus Development Corporation November 1991 - December 1994
Skills
Certificate-MCSE W2K,..., Certificate-MCSE NT,..., Certificate-VMware..., Process Improvement, Databases, Integration, Computer Security, Software Documentation, Software Installation, SQL, Requirements Analysis, WSUS, Security, Network Administration, Network Security, Program Management, Laptops, Vendor Management, Project Management, Servers, Windows Server, Active Directory, Troubleshooting, Operating Systems, ITIL, IT Strategy, Windows, Microsoft SQL Server, Virtualization, Enterprise Architecture, Requirements Gathering, Data Center, Business Analysis, IT Operations, Visio, IT Management, Disaster Recovery, SDLC, VMware, Unix, IT Service Management, Lotus Notes, Networking, Windows 7, PMP, Hardware, VMware Infrastructure, VMware ESX, Incident Management, System Administration
Education
New Horizons Computer Learning Center 2012 — 2012
Networking
Quinsigamond Community College 1986 — 1987
-Business Administration, 3.5
University of Massachusetts Boston 1978 — 1979
Associate's degree, Computer and Information Sciences and Support Services, 3.8
RSA The security division of EMC(Contractor-Advantage Tech.Resourcing May 2012 - March 2013
St. Mary’s Credit Union June 2010 - May 2011
Sun Life Financial June 1995 - December 2009
Lotus Development Corporation November 1991 - December 1994
Skills
Certificate-MCSE W2K,..., Certificate-MCSE NT,..., Certificate-VMware..., Process Improvement, Databases, Integration, Computer Security, Software Documentation, Software Installation, SQL, Requirements Analysis, WSUS, Security, Network Administration, Network Security, Program Management, Laptops, Vendor Management, Project Management, Servers, Windows Server, Active Directory, Troubleshooting, Operating Systems, ITIL, IT Strategy, Windows, Microsoft SQL Server, Virtualization, Enterprise Architecture, Requirements Gathering, Data Center, Business Analysis, IT Operations, Visio, IT Management, Disaster Recovery, SDLC, VMware, Unix, IT Service Management, Lotus Notes, Networking, Windows 7, PMP, Hardware, VMware Infrastructure, VMware ESX, Incident Management, System Administration
Education
New Horizons Computer Learning Center 2012 — 2012
Networking
Quinsigamond Community College 1986 — 1987
-Business Administration, 3.5
University of Massachusetts Boston 1978 — 1979
Associate's degree, Computer and Information Sciences and Support Services, 3.8
Keith Cadieux Jr.'s Sun Life Financial Experience 1999 - 2005
Job Supervisor Enterprise Virtualization at Fresenius Medical Care
Industry Information Technology and Services
Experience
Fresenius Medical Care September 2013 - Present
PAREXEL International November 2006 - September 2013
NMS Communications November 2005 - November 2006
Sun Life Financial 1999 - 2005
Skills
Windows, Troubleshooting, Active Directory, Testing, Windows Services, Hardware, Servers, Clinical Trials, Integration, Operating Systems, Computer System..., Documentation, Windows Server, VMware Infrastructure, Citrix, Disaster Recovery, Project Planning, Software Documentation, VMware ESX, VMware, ITIL, System Deployment, SharePoint, Microsoft Exchange, Virtualization, DNS, IT Management, Data Center, SAN, Group Policy, System Administration, Unix, TCP/IP, SCCM
Education
University of Massachusetts at Lowell 1993 — 1997
Bachelor of Science (B.S.), Information Technology
Fresenius Medical Care September 2013 - Present
PAREXEL International November 2006 - September 2013
NMS Communications November 2005 - November 2006
Sun Life Financial 1999 - 2005
Skills
Windows, Troubleshooting, Active Directory, Testing, Windows Services, Hardware, Servers, Clinical Trials, Integration, Operating Systems, Computer System..., Documentation, Windows Server, VMware Infrastructure, Citrix, Disaster Recovery, Project Planning, Software Documentation, VMware ESX, VMware, ITIL, System Deployment, SharePoint, Microsoft Exchange, Virtualization, DNS, IT Management, Data Center, SAN, Group Policy, System Administration, Unix, TCP/IP, SCCM
Education
University of Massachusetts at Lowell 1993 — 1997
Bachelor of Science (B.S.), Information Technology
Michael Hoefler's Sun Life Financial Experience January 2014 - Present
Job VP Regional Market Leader Central Region at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial January 2013 - January 2014
Sun Life Financial January 2004 - January 2013
Sun Life Financial April 1997 - January 2004
Sun Life Financial February 1992 - April 1997
Sun Life Financial February 1989 - February 1992
Skills
Leadership, Team Leadership, Sales, Building Relationships, Technical Expertise, Marketing, Employee Benefits, Stop Loss, Sales Management, Direct Sales, Insurance, Account Management, Disability Insurance, Customer Retention, Selling, Brokers, Vendor Management, Risk Management, Customer Service, Life Insurance, Term Life Insurance, Cold Calling, Health Insurance, Management, Underwriting
Education
University of Massachusetts, Amherst 1983 — 1987
BA in Economics with a minor in Math(Statistics)
Sun Life Financial January 2014 - Present
Sun Life Financial January 2013 - January 2014
Sun Life Financial January 2004 - January 2013
Sun Life Financial April 1997 - January 2004
Sun Life Financial February 1992 - April 1997
Sun Life Financial February 1989 - February 1992
Skills
Leadership, Team Leadership, Sales, Building Relationships, Technical Expertise, Marketing, Employee Benefits, Stop Loss, Sales Management, Direct Sales, Insurance, Account Management, Disability Insurance, Customer Retention, Selling, Brokers, Vendor Management, Risk Management, Customer Service, Life Insurance, Term Life Insurance, Cold Calling, Health Insurance, Management, Underwriting
Education
University of Massachusetts, Amherst 1983 — 1987
BA in Economics with a minor in Math(Statistics)
Linda Buchanan's Sun Life Financial Experience May 2008 - January 2009
Job AVP Application Development at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial January 2010 - Present
Manulife Financial January 2009 - February 2010
Sun Life Financial May 2008 - January 2009
Manulife Japan June 2006 - July 2007
Equitable Life of Canada December 2002 - December 2005
Manulife Japan May 2000 - February 2002
Manulife Canada August 1993 - March 2000
Skills
Project Management, PMO, SDLC, Software Development, Business Analysis, Project Portfolio..., Process Improvement, Change Management, IT Strategy, PMP, Vendor Management, Project Planning, Project Delivery, Requirements Gathering, IT Management
Education
Project Management Institute 2006 — 2006
PMP
University of Manitoba 1979 — 1983
Manulife Financial January 2010 - Present
Manulife Financial January 2009 - February 2010
Sun Life Financial May 2008 - January 2009
Manulife Japan June 2006 - July 2007
Equitable Life of Canada December 2002 - December 2005
Manulife Japan May 2000 - February 2002
Manulife Canada August 1993 - March 2000
Skills
Project Management, PMO, SDLC, Software Development, Business Analysis, Project Portfolio..., Process Improvement, Change Management, IT Strategy, PMP, Vendor Management, Project Planning, Project Delivery, Requirements Gathering, IT Management
Education
Project Management Institute 2006 — 2006
PMP
University of Manitoba 1979 — 1983
Channa Izzo's Sun Life Financial Experience 2011 - Present
Job User Experience Designer
Industry Internet
Experience
Sun Life Financial 2011 - Present
IBM Interactive 2000 - March 2011
ASRI June 1999 - November 2000
Skills
User Experience, User-centered Design, Information Architecture, Usability Testing, User Interface Design, Heuristic Evaluation, Experience Design, Service Design, Web 2.0, Usability, Usability Engineering, User Experience Design, User Interface, Interaction Design, User Scenarios, Agile Methodologies, Requirements Analysis, Web Design
Education
University of Massachusetts Dartmouth 1995 — 1999
BFA, Graphic Design/Letterform, Psychology
Sun Life Financial 2011 - Present
IBM Interactive 2000 - March 2011
ASRI June 1999 - November 2000
Skills
User Experience, User-centered Design, Information Architecture, Usability Testing, User Interface Design, Heuristic Evaluation, Experience Design, Service Design, Web 2.0, Usability, Usability Engineering, User Experience Design, User Interface, Interaction Design, User Scenarios, Agile Methodologies, Requirements Analysis, Web Design
Education
University of Massachusetts Dartmouth 1995 — 1999
BFA, Graphic Design/Letterform, Psychology
Brian Hollas, CMA, BCOMM's Sun Life Financial Experience 2002 - 2005
Job Director, Audit Services at Manulife Financial
Industry Insurance
Experience
Manulife Financial April 2012 - Present
Manulife Financial March 2005 - April 2012
Sun Life Financial 2002 - 2005
Clarica 1996 - 2005
Clarica Life Assurance Company 1999 - 2002
Claria Life Insurance 1996 - 2002
North Amerocan Life October 1991 - October 1996
Skills
Expenses, Operational Risk, Budget, Cross Functional Team..., Financial Accounting, Tax Accounting, Management Accounting, Internal Controls, Project Management, Strategic Thinking, Collaboration, Internal Audit, Information Systems..., Financial Systems, Budgets, Financial Audits, Risk Management, Enterprise Risk..., Auditing, Employee Benefits, Accounting, Pensions, Team Leadership
Education
University of Manitoba 1977 — 1982
Bachelor of Commerce (BCom Honours)), Finance
Manulife Financial April 2012 - Present
Manulife Financial March 2005 - April 2012
Sun Life Financial 2002 - 2005
Clarica 1996 - 2005
Clarica Life Assurance Company 1999 - 2002
Claria Life Insurance 1996 - 2002
North Amerocan Life October 1991 - October 1996
Skills
Expenses, Operational Risk, Budget, Cross Functional Team..., Financial Accounting, Tax Accounting, Management Accounting, Internal Controls, Project Management, Strategic Thinking, Collaboration, Internal Audit, Information Systems..., Financial Systems, Budgets, Financial Audits, Risk Management, Enterprise Risk..., Auditing, Employee Benefits, Accounting, Pensions, Team Leadership
Education
University of Manitoba 1977 — 1982
Bachelor of Commerce (BCom Honours)), Finance
Bryan Panganiban's Sun Life Financial Experience February 2006 - Present
Job Owner, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2006 - Present
Education
University of Manitoba 1999 — 2004
Sun Life Financial February 2006 - Present
Education
University of Manitoba 1999 — 2004
Peter Amaral's Sun Life Financial Experience July 2000 - December 2000
Job Software Tester * Systems Analyst * Technical Writer
Industry Information Technology and Services
Experience
Intuit February 2014 - Present
Delhaize America February 2011 - Present
SAIC December 2008 - April 2010
AltaOne FCU June 2004 - August 2008
SAIC February 2001 - December 2002
Sun Life Financial July 2000 - December 2000
University of Massachusetts Dartmouth June 1997 - July 2000
Skills
Data Analysis, Customer Service, Auditing, Microsoft Excel, Internal Audit, Training, Microsoft Office, Policy, Account Reconciliation, Risk Management, Leadership, Business Analysis, Banking, Process Improvement, QuickBooks, SQL Report Writing, Project Planning, Forecasting, SAP, Invoicing, Financial Analysis, Technical Support, Troubleshooting, Testing, Management, QuickBooks Online, Intuit Online Payroll, Software Testing, Lacerte, Bookkeeping
Education
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Arts, Economics
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Arts (B.A.), Economics
Intuit February 2014 - Present
Delhaize America February 2011 - Present
SAIC December 2008 - April 2010
AltaOne FCU June 2004 - August 2008
SAIC February 2001 - December 2002
Sun Life Financial July 2000 - December 2000
University of Massachusetts Dartmouth June 1997 - July 2000
Skills
Data Analysis, Customer Service, Auditing, Microsoft Excel, Internal Audit, Training, Microsoft Office, Policy, Account Reconciliation, Risk Management, Leadership, Business Analysis, Banking, Process Improvement, QuickBooks, SQL Report Writing, Project Planning, Forecasting, SAP, Invoicing, Financial Analysis, Technical Support, Troubleshooting, Testing, Management, QuickBooks Online, Intuit Online Payroll, Software Testing, Lacerte, Bookkeeping
Education
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Arts, Economics
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Arts (B.A.), Economics
Christopher LaVergne's Sun Life Financial Experience June 2005 - July 2013
Job AVP, Treasury at Delaware Life
Industry Insurance
Experience
Delaware Life Insurance Company January 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial June 2005 - July 2013
Sun Life Financial March 1994 - June 2005
Sun Life Financial March 1990 - March 1994
Skills
Cash Management, Treasury Management, Banking, Finance, Account Reconciliation, Treasury, Internal Audit, Cash Flow Forecasting, Strategic Financial..., General Ledger, Financial Analysis, Liquidity Management, Risk Management, Financial Planning, Sarbanes-Oxley Act
Education
University of Massachusetts Lowell 1985 — 1989
BS, Math
Milford High School 1981 — 1985
Delaware Life Insurance Company January 2015 - Present
Delaware Life Insurance Company August 2013 - January 2015
Sun Life Financial June 2005 - July 2013
Sun Life Financial March 1994 - June 2005
Sun Life Financial March 1990 - March 1994
Skills
Cash Management, Treasury Management, Banking, Finance, Account Reconciliation, Treasury, Internal Audit, Cash Flow Forecasting, Strategic Financial..., General Ledger, Financial Analysis, Liquidity Management, Risk Management, Financial Planning, Sarbanes-Oxley Act
Education
University of Massachusetts Lowell 1985 — 1989
BS, Math
Milford High School 1981 — 1985
Mary Ellen Higgins's Sun Life Financial Experience August 1994 - July 1996
Job Strategic Communications Executive
Industry Public Relations and Communications
Experience
TIAA-CREF February 2015 - Present
Santander Bank, N.A. March 2013 - August 2014
The Hubbell Group Inc. August 2005 - February 2013
Mary Ellen Higgins Consulting January 2000 - July 2005
John Hancock Investments August 1996 - November 1999
Sun Life Financial August 1994 - July 1996
Fidelity Investments 1990 - July 1994
Massachusetts Department of Revenue 1988 - 1990
Skills
Media Relations, Corporate Communications, Internal Communications, Investment Education, Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Financial Services, Wealth Management, Asset Managment, Qualified Retirement..., Personal Finance, Insurance, Banking, Social Media, Retirement Planning, Investment Strategies, Alternative Investments
Education
Rockefeller College of Public Affairs & Policy, SUNY Albany 1986 — 1988
MPA, Public Administration & Policy
University of Maryland Baltimore 1982 — 1986
BA, Political Science
TIAA-CREF February 2015 - Present
Santander Bank, N.A. March 2013 - August 2014
The Hubbell Group Inc. August 2005 - February 2013
Mary Ellen Higgins Consulting January 2000 - July 2005
John Hancock Investments August 1996 - November 1999
Sun Life Financial August 1994 - July 1996
Fidelity Investments 1990 - July 1994
Massachusetts Department of Revenue 1988 - 1990
Skills
Media Relations, Corporate Communications, Internal Communications, Investment Education, Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Financial Services, Wealth Management, Asset Managment, Qualified Retirement..., Personal Finance, Insurance, Banking, Social Media, Retirement Planning, Investment Strategies, Alternative Investments
Education
Rockefeller College of Public Affairs & Policy, SUNY Albany 1986 — 1988
MPA, Public Administration & Policy
University of Maryland Baltimore 1982 — 1986
BA, Political Science
Thomas Spataro's Sun Life Financial Experience 1989 - 2003
Job U.S. Treasurer at Computershare
Industry Financial Services
Experience
Computershare July 2010 - Present
Computershare October 2006 - July 2010
Harvard University September 2004 - October 2006
Sun Life Financial 1989 - 2003
Skills
Cash Management, Forecasting, Investments, Accounting, Securities, Treasury Management, General Ledger, Valuation, Management, Insurance, Treasury, Payments
Education
Assoc. For Treasury Professionals 1998 — 1998
CTP, Treasury
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science (B.S.), Finance, General
Computershare July 2010 - Present
Computershare October 2006 - July 2010
Harvard University September 2004 - October 2006
Sun Life Financial 1989 - 2003
Skills
Cash Management, Forecasting, Investments, Accounting, Securities, Treasury Management, General Ledger, Valuation, Management, Insurance, Treasury, Payments
Education
Assoc. For Treasury Professionals 1998 — 1998
CTP, Treasury
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science (B.S.), Finance, General
Alicia Furbush's Sun Life Financial Experience July 2001 - March 2005
Job Insurance Examiner Division of Insurance at Commonwealth of Massachusetts
Industry Insurance
Experience
Commonwealth of Massachusetts April 2014 - Present
MetLife May 2009 - February 2013
MetLife March 2005 - May 2009
Sun Life Financial July 2001 - March 2005
Sun Life Financial December 2000 - July 2001
Sun Life Financial August 2000 - December 2000
Sun Life Financial June 1998 - August 2000
Sun Life Financial December 1997 - June 1998
EBI Companies December 1996 - December 1997
Aon Risk Solutions January 1991 - December 1996
Skills
Proficient in Windows,..., Disability Insurance, Insurance, Fixed Annuities, Business Analysis, Life Insurance, Management, Process Improvement, Analysis, Finance
Education
UMass Boston 1986 — 1990
Bachelor of Arts (B.A.), Sociology
University of Massachusetts Boston
Commonwealth of Massachusetts April 2014 - Present
MetLife May 2009 - February 2013
MetLife March 2005 - May 2009
Sun Life Financial July 2001 - March 2005
Sun Life Financial December 2000 - July 2001
Sun Life Financial August 2000 - December 2000
Sun Life Financial June 1998 - August 2000
Sun Life Financial December 1997 - June 1998
EBI Companies December 1996 - December 1997
Aon Risk Solutions January 1991 - December 1996
Skills
Proficient in Windows,..., Disability Insurance, Insurance, Fixed Annuities, Business Analysis, Life Insurance, Management, Process Improvement, Analysis, Finance
Education
UMass Boston 1986 — 1990
Bachelor of Arts (B.A.), Sociology
University of Massachusetts Boston
Kevin DaCosta's Sun Life Financial Experience May 2002 - May 2012
Job Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2002 - May 2012
Education
University of Massachusetts Dartmouth 1996 — 2001
Sun Life Financial May 2002 - May 2012
Education
University of Massachusetts Dartmouth 1996 — 2001
Doreen Rose's Sun Life Financial Experience May 2006 - March 2012
Job Versatile and accomplished marketing professional
Industry Insurance
Experience
Independent March 2012 - Present
Sun Life Financial May 2006 - March 2012
Education
University of Massachusetts Boston 1979 — 1982
MANAGEMENT
Independent March 2012 - Present
Sun Life Financial May 2006 - March 2012
Education
University of Massachusetts Boston 1979 — 1982
MANAGEMENT
Devon Portney Fernald's Sun Life Financial Experience January 2015 - Present
Job Publicist at Sun Life Financial
Industry Public Relations and Communications
Experience
Sun Life Financial January 2015 - Present
ERPR Group May 2014 - November 2014
Dotted Line Communications October 2013 - April 2014
SpecOps Communications June 2013 - October 2013
TechTarget November 2012 - June 2013
Financial Times June 2008 - June 2013
Mass Media, UMass Boston's Independent Student Newspaper January 2006 - June 2007
Skills
Publishing, Copy Editing, Internal Communications, Feature Articles, Business Journalism, Online Journalism, Public Relations, Management, Strategic Communications, Breaking News, Event Planning, Interviews, Newspapers, Editorial, Storytelling, Journalism, Press Releases, Media Relations, Corporate Communications, Editing
Education
University of Massachusetts Boston 2004 — 2007
BA, American Studies, Communications
Needham High School
Sun Life Financial January 2015 - Present
ERPR Group May 2014 - November 2014
Dotted Line Communications October 2013 - April 2014
SpecOps Communications June 2013 - October 2013
TechTarget November 2012 - June 2013
Financial Times June 2008 - June 2013
Mass Media, UMass Boston's Independent Student Newspaper January 2006 - June 2007
Skills
Publishing, Copy Editing, Internal Communications, Feature Articles, Business Journalism, Online Journalism, Public Relations, Management, Strategic Communications, Breaking News, Event Planning, Interviews, Newspapers, Editorial, Storytelling, Journalism, Press Releases, Media Relations, Corporate Communications, Editing
Education
University of Massachusetts Boston 2004 — 2007
BA, American Studies, Communications
Needham High School
Lance Johnston's Sun Life Financial Experience July 2009 - September 2011
Job IT Analyst at Private Company
Industry Financial Services
Experience
Private Company September 2011 - Present
Sun Life Financial July 2009 - September 2011
EDS, an HP Company 1996 - 2009
Skills
Business Analysis, IT Service Management, Change Management, Team Leadership, ITIL, Process Improvement, IT Strategy, Solution Architecture, Service Delivery, Insurance, IT Management, Business Process, Project Delivery, Incident Management, Information Technology, Troubleshooting, Business Process...
Education
University of Manitoba
Private Company September 2011 - Present
Sun Life Financial July 2009 - September 2011
EDS, an HP Company 1996 - 2009
Skills
Business Analysis, IT Service Management, Change Management, Team Leadership, ITIL, Process Improvement, IT Strategy, Solution Architecture, Service Delivery, Insurance, IT Management, Business Process, Project Delivery, Incident Management, Information Technology, Troubleshooting, Business Process...
Education
University of Manitoba
Cheryl Brayton's Sun Life Financial Experience October 2006 - January 2010
Job University Events Manager & Intern/CoOp team at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems June 2013 - Present
Cisco Systems, Inc. May 2011 - Present
Sun Life Financial October 2006 - January 2010
Floral Designs by Cheryl 1983 - 2010
GEN3 Partners August 2003 - August 2006
Digitas 2001 - 2003
Bain Capital 2000 - 2001
Kafus Environmental Industries 1998 - 2000
Education
University of Massachusetts Dartmouth
Liberal Arts
Cisco Systems June 2013 - Present
Cisco Systems, Inc. May 2011 - Present
Sun Life Financial October 2006 - January 2010
Floral Designs by Cheryl 1983 - 2010
GEN3 Partners August 2003 - August 2006
Digitas 2001 - 2003
Bain Capital 2000 - 2001
Kafus Environmental Industries 1998 - 2000
Education
University of Massachusetts Dartmouth
Liberal Arts
Brian Grigg's Sun Life Financial Experience 2001 - 2005
Job Vice President/Annuity Distribution Leader, Fidelity and Guaranty Life
Industry Insurance
Experience
Fidelity and Guaranty Life Insurance Company March 2009 - Present
Old Mutual Financial Network 2006 - Present
Fidelity and Guaranty Life Insurance Company 2006 - Present
Sun Life Financial 2001 - 2005
John Hancock 1998 - 2001
Skills
Retirement, Fixed Annuities, Life Insurance, Financial Services, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Long-term Care
Education
University of Massachusetts Lowell 1989 — 1994
MBA, Business
Fidelity and Guaranty Life Insurance Company March 2009 - Present
Old Mutual Financial Network 2006 - Present
Fidelity and Guaranty Life Insurance Company 2006 - Present
Sun Life Financial 2001 - 2005
John Hancock 1998 - 2001
Skills
Retirement, Fixed Annuities, Life Insurance, Financial Services, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Long-term Care
Education
University of Massachusetts Lowell 1989 — 1994
MBA, Business
Robert Letendre's Sun Life Financial Experience July 2007 - Present
Job Senior Disaster Recovery Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2007 - Present
State Street May 2006 - July 2007
State Street April 2000 - May 2006
State Street September 1993 - April 2000
Skills
Disaster Recovery, Business Continuity, Risk Management, Business Continuity..., Management, Incident Management, Program Management, Process Improvement, Analysis, Leadership, Information Technology, IT Management, IT Strategy, Vendor Management, SDLC, Access, Business Analysis, Governance
Education
University of Massachusetts Dartmouth 1987 — 1993
Bachelor, Mathematics
Sun Life Financial July 2007 - Present
State Street May 2006 - July 2007
State Street April 2000 - May 2006
State Street September 1993 - April 2000
Skills
Disaster Recovery, Business Continuity, Risk Management, Business Continuity..., Management, Incident Management, Program Management, Process Improvement, Analysis, Leadership, Information Technology, IT Management, IT Strategy, Vendor Management, SDLC, Access, Business Analysis, Governance
Education
University of Massachusetts Dartmouth 1987 — 1993
Bachelor, Mathematics
Chris Angland's Sun Life Financial Experience April 2001 - September 2003
Job Senior Marketing Strategist at RBC Global Asset Management
Industry Marketing and Advertising
Experience
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
Natasha Dekhtyar's Sun Life Financial Experience August 2013 - Present
Job Accountant at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial August 2013 - Present
Deloitte & Touche September 2010 - August 2013
Morris and Morris, P.C. January 2010 - April 2010
Novartis Institute for Biomedical Research January 2007 - January 2009
Skills
Internal Controls, Financial Reporting, Financial Analysis, Accounting, Auditing
Education
University of Massachusetts Boston 2009 — 2010
MSA, Accounting and Finance
University of Massachusetts, Amherst 2001 — 2006
Salem High School
Sun Life Financial August 2013 - Present
Deloitte & Touche September 2010 - August 2013
Morris and Morris, P.C. January 2010 - April 2010
Novartis Institute for Biomedical Research January 2007 - January 2009
Skills
Internal Controls, Financial Reporting, Financial Analysis, Accounting, Auditing
Education
University of Massachusetts Boston 2009 — 2010
MSA, Accounting and Finance
University of Massachusetts, Amherst 2001 — 2006
Salem High School
Michael O'Sullivan, CPA's Sun Life Financial Experience July 2009 - September 2009
Job Tax Auditor at Department of Treasury
Industry Financial Services
Experience
Department of Treasury September 2009 - Present
Sun Life Financial July 2009 - September 2009
Deloitte & Touche LLP July 1999 - July 2009
Vitale, Caturano & Company 1998 - 1999
Gray, Gray & Gray 1995 - 1998
Skills
US GAAP, Financial Reporting, CPA, GAAP, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, Financial Accounting, Accounting, SEC filings, Financial Analysis, IFRS
Education
University of Massachusetts Boston 1989 — 1992
B.S. in Management/Accounting, Accounting
St Clements HS
Department of Treasury September 2009 - Present
Sun Life Financial July 2009 - September 2009
Deloitte & Touche LLP July 1999 - July 2009
Vitale, Caturano & Company 1998 - 1999
Gray, Gray & Gray 1995 - 1998
Skills
US GAAP, Financial Reporting, CPA, GAAP, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, Financial Accounting, Accounting, SEC filings, Financial Analysis, IFRS
Education
University of Massachusetts Boston 1989 — 1992
B.S. in Management/Accounting, Accounting
St Clements HS
Walter Fuller's Sun Life Financial Experience April 1997 - September 2005
Job Director of Internal Audit at Harvard Pilgrim Health Care, Inc.
Industry Hospital & Health Care
Experience
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Harvard Pilgrim Health Care, Inc October 2005 - Present
Sun Life Financial April 1997 - September 2005
Fleet Financial Group 1995 - 1997
Shawmut National Corporation 1993 - 1995
Shawmut National Corporation 1989 - 1993
Bank of New England 1988 - 1989
Barnett Banks Inc. Barnett Banks Trust Company 1987 - 1988
Skills
Sarbanes-Oxley Act, Model Audit Rule, SSAE16, Risk Assessment, Fraud, Consulting, Assurance, Audit Committee, External Audit, IT Audit, Enterprise Risk..., CISA, Quality Assurance..., Auditing, Auditing Standards, Financial Risk, GRC, Board Relations
Education
Suffolk University- Sawyer School of Management, Boston MA. 1988 — 1991
MBA, Business Administration and Management, General
University of Massachusetts Boston
Bachelor of Arts (BA)
Julie O'Neill's Sun Life Financial Experience July 2013 - Present
Job Vice President Internal Audit Canada at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial May 2012 - June 2013
Sun Life Financial January 2008 - April 2012
Sun Life Financial July 2004 - December 2007
One Beacon 2003 - June 2004
John Hancock 1999 - 2003
Eastern Bank 1990 - 1999
KPMG Peat Marwick 1986 - 1990
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, GAAP, Financial Reporting, IFRS, Strategic Financial..., Financial Analysis, IT Audit, Financial Planning, SEC Filings
Education
Stonier Graduate School of Banking 1996 — 1998
Masters in Banking, with Distinction
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Sun Life Financial July 2013 - Present
Sun Life Financial May 2012 - June 2013
Sun Life Financial January 2008 - April 2012
Sun Life Financial July 2004 - December 2007
One Beacon 2003 - June 2004
John Hancock 1999 - 2003
Eastern Bank 1990 - 1999
KPMG Peat Marwick 1986 - 1990
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, GAAP, Financial Reporting, IFRS, Strategic Financial..., Financial Analysis, IT Audit, Financial Planning, SEC Filings
Education
Stonier Graduate School of Banking 1996 — 1998
Masters in Banking, with Distinction
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Alla Efendiyeva's Sun Life Financial Experience January 2006 - February 2009
Job Senior Auditor at EmblemHealth
Industry Financial Services
Experience
Zurich Insurance Company Ltd September 2013 - February 2014
EmblemHealth June 2009 - September 2012
Sun Life Financial January 2006 - February 2009
Liberty Mutual June 2007 - October 2007
Sun Life Financial January 2005 - August 2005
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Analysis
Education
University of Massachusetts Boston 2002 — 2005
B.S., Finance and a minor in Economics
University of Massachusetts Lowell 2001 — 2002
Transfered
Zurich Insurance Company Ltd September 2013 - February 2014
EmblemHealth June 2009 - September 2012
Sun Life Financial January 2006 - February 2009
Liberty Mutual June 2007 - October 2007
Sun Life Financial January 2005 - August 2005
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Analysis
Education
University of Massachusetts Boston 2002 — 2005
B.S., Finance and a minor in Economics
University of Massachusetts Lowell 2001 — 2002
Transfered
Monica Bazan, BA, CFP, CLU, CHS's Sun Life Financial Experience August 2005 - November 2014
Job Estate & Financial Planning Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2005 - November 2014
Sun Life Financial June 1998 - August 2005
Province of Manitoba May 1990 - April 1997
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Mutual Funds, Financial Planners, Wealth Management, Fixed Annuities, Disability Insurance, Segregated Funds, Wealth, Pensions, Investments, Financial Advisory, Investment Strategies, Critical Illness, Financial Planning, Insurance
Education
University of Manitoba 1987 — 1990
BA, Sociology/Economics
St. Mary's Academy 1984 — 1987
Grade 12
Sun Life Financial August 2005 - November 2014
Sun Life Financial June 1998 - August 2005
Province of Manitoba May 1990 - April 1997
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Mutual Funds, Financial Planners, Wealth Management, Fixed Annuities, Disability Insurance, Segregated Funds, Wealth, Pensions, Investments, Financial Advisory, Investment Strategies, Critical Illness, Financial Planning, Insurance
Education
University of Manitoba 1987 — 1990
BA, Sociology/Economics
St. Mary's Academy 1984 — 1987
Grade 12
Krizsia Praznik's Sun Life Financial Experience September 2009 - December 2010
Job Pricing Actuary, International Division at Reinsurance Group of America, Incorporated
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated November 2013 - Present
Berkshire Hathaway Group of Insurance Companies, Life Reinsurance Division July 2011 - November 2013
Berkshire Hathaway Group of Insurance Companies, Life Reinsurance Division January 2011 - July 2011
Sun Life Financial September 2009 - December 2010
Towers Perrin May 2008 - August 2008
Great-West Life May 2007 - December 2007
Education
University of Manitoba 2004 — 2009
Bachelor of Commerce (B.Com.), Actuarial Science
Reinsurance Group of America, Incorporated November 2013 - Present
Berkshire Hathaway Group of Insurance Companies, Life Reinsurance Division July 2011 - November 2013
Berkshire Hathaway Group of Insurance Companies, Life Reinsurance Division January 2011 - July 2011
Sun Life Financial September 2009 - December 2010
Towers Perrin May 2008 - August 2008
Great-West Life May 2007 - December 2007
Education
University of Manitoba 2004 — 2009
Bachelor of Commerce (B.Com.), Actuarial Science
Jens Lammers's Sun Life Financial Experience 2011 - March 2012
Job Principal Consultant, Performance Engineering at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting July 2012 - Present
Sun Life Financial 2011 - March 2012
Sun Life Financial 2010 - 2011
Sun Life Financial 2005 - 2010
Sun Life Financial 2003 - 2005
Sun Life Financial 2000 - 2003
Sun Life Financial 1998 - 2000
New England Financial July 1988 - July 1998
Skills
Software Engineering, Organizational..., Release Engineering, Performance Testing, Automation, Data Management, Web Development, Distributed Systems, Vendor Management, IT Outsourcing, Application Development, SDLC, Enterprise Architecture, IT Management, Outsourcing, SQL, SQL Server, Databases, Agile, Process Improvement, IT Strategy, Team Leadership, Change Management, Offshoring, Data Quality, Java, Crystal Reports, Team Building, Disaster Recovery, Analysis, Software Development, People Management, Systems Analysis, Web Services, Solution Design
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer Science
University of Massachusetts, Amherst
Bachelor of Science, Mathematics
Collaborative Consulting July 2012 - Present
Sun Life Financial 2011 - March 2012
Sun Life Financial 2010 - 2011
Sun Life Financial 2005 - 2010
Sun Life Financial 2003 - 2005
Sun Life Financial 2000 - 2003
Sun Life Financial 1998 - 2000
New England Financial July 1988 - July 1998
Skills
Software Engineering, Organizational..., Release Engineering, Performance Testing, Automation, Data Management, Web Development, Distributed Systems, Vendor Management, IT Outsourcing, Application Development, SDLC, Enterprise Architecture, IT Management, Outsourcing, SQL, SQL Server, Databases, Agile, Process Improvement, IT Strategy, Team Leadership, Change Management, Offshoring, Data Quality, Java, Crystal Reports, Team Building, Disaster Recovery, Analysis, Software Development, People Management, Systems Analysis, Web Services, Solution Design
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer Science
University of Massachusetts, Amherst
Bachelor of Science, Mathematics
Deanna DeSchamp's Sun Life Financial Experience March 2014 - Present
Job Learning and Development
Industry Human Resources
Experience
Sun Life Financial March 2014 - Present
Bright Horizons September 2012 - March 2014
Sun Life Financial June 1999 - September 2012
Skills
Training Delivery, Employee Engagement, Performance Management, Talent Management, Organizational..., Coaching, Instructional Design, Training, Leadership Development, Change Management, Needs Analysis, Workshop Facilitation, Software Documentation, Succession Planning, Process Improvement, Career Development, Leadership, Management
Education
University of Massachusetts Boston
Sun Life Financial March 2014 - Present
Bright Horizons September 2012 - March 2014
Sun Life Financial June 1999 - September 2012
Skills
Training Delivery, Employee Engagement, Performance Management, Talent Management, Organizational..., Coaching, Instructional Design, Training, Leadership Development, Change Management, Needs Analysis, Workshop Facilitation, Software Documentation, Succession Planning, Process Improvement, Career Development, Leadership, Management
Education
University of Massachusetts Boston
Anthony Leung, CGA's Sun Life Financial Experience January 1995 - March 2001
Job Manager Finance and Business Operations at GammaDynacare Medical Laboratories
Industry Banking
Experience
Gamma-Dynacare Medical Laboratories May 2012 - Present
Threshold Financial Technologies March 2011 - May 2012
. January 2011 - March 2011
Imperial Tobacco Canada August 2006 - December 2010
Bombardier Aerospace April 2001 - August 2006
Sun Life Financial January 1995 - March 2001
Skills
Process Improvement, Forecasting, Financial Analysis, Analysis
Education
University of Manitoba
B. Commerce (Hon), Accounting
Gamma-Dynacare Medical Laboratories May 2012 - Present
Threshold Financial Technologies March 2011 - May 2012
. January 2011 - March 2011
Imperial Tobacco Canada August 2006 - December 2010
Bombardier Aerospace April 2001 - August 2006
Sun Life Financial January 1995 - March 2001
Skills
Process Improvement, Forecasting, Financial Analysis, Analysis
Education
University of Manitoba
B. Commerce (Hon), Accounting
Denise Wilson-Mercedat's Sun Life Financial Experience March 2007 - March 2009
Job Accountant at Avenue100 Media Solutions, Inc
Industry Online Media
Experience
Avenue100 Media Solutions March 2009 - Present
Sun Life Financial March 2007 - March 2009
Trinity Church September 2004 - March 2007
Earth Environmental June 2003 - September 2004
Skills
QuickBooks, General Ledger, Microsoft Excel, Financial Analysis, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Auditing, Banking, Customer Service, Finance, Journal Entries, Payroll, Tax, US GAAP
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science, Accounting and Finance
Avenue100 Media Solutions March 2009 - Present
Sun Life Financial March 2007 - March 2009
Trinity Church September 2004 - March 2007
Earth Environmental June 2003 - September 2004
Skills
QuickBooks, General Ledger, Microsoft Excel, Financial Analysis, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Auditing, Banking, Customer Service, Finance, Journal Entries, Payroll, Tax, US GAAP
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science, Accounting and Finance
Dale Francis's Sun Life Financial Experience January 2009 - Present
Job QC Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2009 - Present
Sun Life Financial 2006 - January 2009
Sun Life Financial May 2000 - 2006
Education
UMass Dartmouth 1971 — 1975
BA, History
Sun Life Financial January 2009 - Present
Sun Life Financial 2006 - January 2009
Sun Life Financial May 2000 - 2006
Education
UMass Dartmouth 1971 — 1975
BA, History
David Medeiros's Sun Life Financial Experience November 2007 - August 2013
Job Director Derivatives Operations at Delaware Life Insurance Company (Formerly Sun Life Insurance Company of Canada (US))
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2007 - August 2013
Colony Capital April 2005 - April 2007
Balboa Insurance Group December 2003 - March 2005
Pacific Life November 1998 - November 2003
New England Financial June 1993 - June 1998
Skills
Derivatives, Investments, Financial Analysis, Accounting, Financial Reporting, Securities Lending, Fund Accounting, Securities, Corporate Finance, Fixed Income, Valuation, Equities, GAAP, Financial Statements, Financial Accounting, Statutory Accounting, Hedge Funds, Strategic Financial..., SEC filings, Financial Modeling, Finance, Financial Operations, Data Analysis, Data Management, Bank Reconciliation, Team Leadership, Team Management, Cross-functional..., Process Improvement, Project Management, Private Equity, Collateral Management, FX Derivatives
Education
University of Massachusetts Dartmouth 1989 — 1994
B.S., Accounting
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2007 - August 2013
Colony Capital April 2005 - April 2007
Balboa Insurance Group December 2003 - March 2005
Pacific Life November 1998 - November 2003
New England Financial June 1993 - June 1998
Skills
Derivatives, Investments, Financial Analysis, Accounting, Financial Reporting, Securities Lending, Fund Accounting, Securities, Corporate Finance, Fixed Income, Valuation, Equities, GAAP, Financial Statements, Financial Accounting, Statutory Accounting, Hedge Funds, Strategic Financial..., SEC filings, Financial Modeling, Finance, Financial Operations, Data Analysis, Data Management, Bank Reconciliation, Team Leadership, Team Management, Cross-functional..., Process Improvement, Project Management, Private Equity, Collateral Management, FX Derivatives
Education
University of Massachusetts Dartmouth 1989 — 1994
B.S., Accounting
Anke Roman's Sun Life Financial Experience 2004 - Present
Job AVP, Individual Health Pricing at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2004 - Present
Education
University of Manitoba 1987 — 1990
Bachelor of Science (BSc), Actuarial Science & Statistics
Sun Life Financial 2004 - Present
Education
University of Manitoba 1987 — 1990
Bachelor of Science (BSc), Actuarial Science & Statistics
Ellen Moran's Sun Life Financial Experience February 2014 - Present
Job Senior Product Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ryann Goff's Sun Life Financial Experience June 2013 - February 2015
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Cigna February 2015 - Present
Sun Life Financial June 2013 - February 2015
Dearborn National October 2010 - April 2013
Reliance Standard 2006 - 2010
Lincoln Financial Group June 2003 - November 2006
Skills
Health Insurance, Sales, New Business Development, Disability Insurance, Employee Benefits, Insurance, Training, PowerPoint, Microsoft Office, Customer Satisfaction, Life Insurance, Marketing, Retirement, Leadership Development, Coaching, Fixed Annuities, Strategic Planning, Marketing Strategy, Underwriting, Critical Illness, Account Management, Microsoft Excel, Team Building, Team Leadership, Sales Management, Budgets, Brokers, Benefits Administration, Term Life Insurance, COBRA, Claims Management
Education
University of Maryland Baltimore County
BA
Cigna February 2015 - Present
Sun Life Financial June 2013 - February 2015
Dearborn National October 2010 - April 2013
Reliance Standard 2006 - 2010
Lincoln Financial Group June 2003 - November 2006
Skills
Health Insurance, Sales, New Business Development, Disability Insurance, Employee Benefits, Insurance, Training, PowerPoint, Microsoft Office, Customer Satisfaction, Life Insurance, Marketing, Retirement, Leadership Development, Coaching, Fixed Annuities, Strategic Planning, Marketing Strategy, Underwriting, Critical Illness, Account Management, Microsoft Excel, Team Building, Team Leadership, Sales Management, Budgets, Brokers, Benefits Administration, Term Life Insurance, COBRA, Claims Management
Education
University of Maryland Baltimore County
BA
Rafe Hunt, FSA's Sun Life Financial Experience May 2009 - August 2009
Job Actuary at Manulife
Industry Insurance
Experience
Manulife June 2015 - Present
Manulife Financial September 2013 - June 2015
Manulife Financial February 2013 - August 2013
Manulife Financial February 2011 - February 2013
New York Life Insurance Company May 2010 - August 2010
Sun Life Financial May 2009 - August 2009
Skills
Actuarial Science, Risk Management, Valuation, Financial Reporting, Embedded Value, VBA, GGY Axis, Modeling, Universal Life, Life Insurance
Education
University of Manitoba 2006 — 2010
Bachelor of Science (Honours), Actuarial Math
Manulife June 2015 - Present
Manulife Financial September 2013 - June 2015
Manulife Financial February 2013 - August 2013
Manulife Financial February 2011 - February 2013
New York Life Insurance Company May 2010 - August 2010
Sun Life Financial May 2009 - August 2009
Skills
Actuarial Science, Risk Management, Valuation, Financial Reporting, Embedded Value, VBA, GGY Axis, Modeling, Universal Life, Life Insurance
Education
University of Manitoba 2006 — 2010
Bachelor of Science (Honours), Actuarial Math
Kerry Lawler's Sun Life Financial Experience 1990 - 1999
Job Manager Quality Control at Neighborhood Health Plan
Industry Insurance
Experience
Neighborhood Health Plan 2013 - Present
Harvard Pilgrim Health Care 2003 - 2012
Allmerica Financial 1999 - 2003
Sun Life Financial 1990 - 1999
Skills
Process Improvement, SDLC, Business Analysis, Cross-functional Team..., Vendor Management, Visio, Change Management, Data Analysis, Project Management, Team Building, Program Management, Healthcare
Education
UMass Dartmouth 1986 — 1990
Bachelor's degree, Economics
Neighborhood Health Plan 2013 - Present
Harvard Pilgrim Health Care 2003 - 2012
Allmerica Financial 1999 - 2003
Sun Life Financial 1990 - 1999
Skills
Process Improvement, SDLC, Business Analysis, Cross-functional Team..., Vendor Management, Visio, Change Management, Data Analysis, Project Management, Team Building, Program Management, Healthcare
Education
UMass Dartmouth 1986 — 1990
Bachelor's degree, Economics
Vladimir Krepkiy's Sun Life Financial Experience July 2014 - Present
Job Senior Actuarial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
RBC Insurance April 2012 - November 2013
Sun Life Financial February 2008 - April 2012
Education
University of Manitoba
Sun Life Financial July 2014 - Present
RBC Insurance April 2012 - November 2013
Sun Life Financial February 2008 - April 2012
Education
University of Manitoba
Louis Parente's Sun Life Financial Experience 2007 - Present
Job Accounting Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2007 - Present
Thomson Financial 2003 - 2007
Neighborhood Health Plan 2000 - 2003
Skills
Accounting, PeopleSoft, ADP Payroll, Process Improvement, Management, Leadership, Finance, Microsoft Excel, Banking, Employee Benefits, Financial Reporting, Sarbanes-Oxley, Payroll, Auditing, Essbase, Access, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Forecasting
Education
University of Massachusetts at Lowell 1978 — 1980
B.S.
Sun Life Financial 2007 - Present
Thomson Financial 2003 - 2007
Neighborhood Health Plan 2000 - 2003
Skills
Accounting, PeopleSoft, ADP Payroll, Process Improvement, Management, Leadership, Finance, Microsoft Excel, Banking, Employee Benefits, Financial Reporting, Sarbanes-Oxley, Payroll, Auditing, Essbase, Access, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Forecasting
Education
University of Massachusetts at Lowell 1978 — 1980
B.S.
Ted Arnott's Sun Life Financial Experience October 2002 - January 2005
Job Contractor at Synergy Plus Software, Inc
Industry Information Technology and Services
Experience
Synergy Plus Software, Inc January 2005 - Present
Sun Life Financial October 2002 - January 2005
Keyport Life Insurance January 1990 - October 2002
KEYPORT LIFE INSURANCE COMPANY June 1996 - August 1998
KEYPORT LIFE INSURANCE COMPANY July 1992 - June 1996
KEYPORT LIFE INSURANCE January 1990 - July 1992
ISI SYSTEMS, INC. May 1989 - January 1990
LOGISTICS SYSTEMS/RAND McNALLY-TDM, INC. March 1987 - May 1989
Education
UMass Boston
MBA
UMass Boston
BA, Computer Science
Boston College High School
College Prep
Synergy Plus Software, Inc January 2005 - Present
Sun Life Financial October 2002 - January 2005
Keyport Life Insurance January 1990 - October 2002
KEYPORT LIFE INSURANCE COMPANY June 1996 - August 1998
KEYPORT LIFE INSURANCE COMPANY July 1992 - June 1996
KEYPORT LIFE INSURANCE January 1990 - July 1992
ISI SYSTEMS, INC. May 1989 - January 1990
LOGISTICS SYSTEMS/RAND McNALLY-TDM, INC. March 1987 - May 1989
Education
UMass Boston
MBA
UMass Boston
BA, Computer Science
Boston College High School
College Prep
deborah guinee's Sun Life Financial Experience December 1989 - June 1992
Job Mom
Industry Education Management
Experience
Massachusetts General Hospital February 1986 - March 2010
Sun Life Financial December 1989 - June 1992
Marblehead VNA December 1985 - February 1987
Oklahoma Teaching Hospital October 1984 - July 1985
Massachusetts General Hospital December 1981 - August 1984
University Hospital May 1980 - November 1981
Education
University of Massachusetts at Lowell 1976 — 1980
BSN, Nursing
Massachusetts General Hospital February 1986 - March 2010
Sun Life Financial December 1989 - June 1992
Marblehead VNA December 1985 - February 1987
Oklahoma Teaching Hospital October 1984 - July 1985
Massachusetts General Hospital December 1981 - August 1984
University Hospital May 1980 - November 1981
Education
University of Massachusetts at Lowell 1976 — 1980
BSN, Nursing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.