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
Sean Matthews Sean Matthews's Sun Life Financial Experience January 2004 - November 2010
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG October 2014 - Present
AXA Equitable November 2010 - October 2014
Sun Life Financial January 2004 - November 2010
Smith Barney June 1996 - December 2003
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Series 6, Investments, Retirement, Asset Allocation, 401k, Alternative Investments, Strategic Financial..., Securities, Insurance, FINRA, Life Insurance, Asset Management, Variable Annuities, Investment Advisory
Education
Belmont Abbey College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
AIG October 2014 - Present
AXA Equitable November 2010 - October 2014
Sun Life Financial January 2004 - November 2010
Smith Barney June 1996 - December 2003
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Wealth Management, Series 6, Investments, Retirement, Asset Allocation, 401k, Alternative Investments, Strategic Financial..., Securities, Insurance, FINRA, Life Insurance, Asset Management, Variable Annuities, Investment Advisory
Education
Belmont Abbey College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Kristene Burnett Kristene Burnett's Sun Life Financial Experience September 2015 - Present
Job Account Manager Medical Stop Loss at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Sun Life Financial June 2015 - September 2015
Sun Life Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. September 2012 - May 2013
The Hartford May 2012 - August 2012
Ameriprise Financial Services, Inc, Gagliardi & Associates June 2011 - August 2012
Toychest August 2007 - January 2012
Michael Christopher's Bistro May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, SPSS, Facebook, Access, Financial Analysis, QuickBooks, Lotus Notes, Time Management, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science, Management
Lorenzo De'Medici 2011 — 2012
Sun Life Financial September 2015 - Present
Sun Life Financial June 2015 - September 2015
Sun Life Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. September 2012 - May 2013
The Hartford May 2012 - August 2012
Ameriprise Financial Services, Inc, Gagliardi & Associates June 2011 - August 2012
Toychest August 2007 - January 2012
Michael Christopher's Bistro May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, SPSS, Facebook, Access, Financial Analysis, QuickBooks, Lotus Notes, Time Management, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science, Management
Lorenzo De'Medici 2011 — 2012
Linda Stimac, CFP®'s Sun Life Financial Experience October 2000 - December 2003
Job Managing Partner at Peak Development LLC
Industry Financial Services
Experience
Firebrand Sports March 2012 - Present
Peak Development LLC January 1996 - Present
RainmakerDNA January 1996 - February 2012
Financial Network Investment Corporation October 2007 - June 2011
RxSales - now RainmakerDNA January 2004 - September 2008
Sun Life Financial October 2000 - December 2003
Securian Financial Group October 1997 - October 2000
Merrill Lynch & Company September 1993 - March 1996
American Business Insurance September 1989 - September 1993
Winter Financial Group July 1987 - September 1989
Skills
Strategy, Leadership, Business Development, Management, Wealth Management, Training, Marketing Strategy, Retirement Planning, Investments, Strategic Financial..., Program Management, Marketing, Access, Investment Advisory, Life Insurance, Sales Process, Insurance, Asset Management, Sales, Financial Services
Education
University of Oxford 1970 — 1971
Fellow, English Literature, Creative Writing
Bemidji State University 1966 — 1970
BS, English
Firebrand Sports March 2012 - Present
Peak Development LLC January 1996 - Present
RainmakerDNA January 1996 - February 2012
Financial Network Investment Corporation October 2007 - June 2011
RxSales - now RainmakerDNA January 2004 - September 2008
Sun Life Financial October 2000 - December 2003
Securian Financial Group October 1997 - October 2000
Merrill Lynch & Company September 1993 - March 1996
American Business Insurance September 1989 - September 1993
Winter Financial Group July 1987 - September 1989
Skills
Strategy, Leadership, Business Development, Management, Wealth Management, Training, Marketing Strategy, Retirement Planning, Investments, Strategic Financial..., Program Management, Marketing, Access, Investment Advisory, Life Insurance, Sales Process, Insurance, Asset Management, Sales, Financial Services
Education
University of Oxford 1970 — 1971
Fellow, English Literature, Creative Writing
Bemidji State University 1966 — 1970
BS, English
Daniel Marean, CFA's Sun Life Financial Experience March 2002 - April 2004
Job Actuarial Analyst | Fixed Income Portfolio Analyst | Financial Consultant
Industry Financial Services
Experience
Delaware Life March 2012 - Present
Delaware Life May 2008 - February 2012
Delaware Life July 2006 - April 2008
Delaware Life May 2004 - June 2006
Sun Life Financial March 2002 - April 2004
Skills
Financial Analysis, Financial Reporting, Statistics, Fixed Income, Credit Analysis, Equity Research Analysis, Economics, Econometrics, Derivatives, Portfolio Management, VBA, Oracle Financial, Essbase, Microsoft Excel, Microsoft Word, Insurance, Accounting, ALM, Writing, Investments, Forecasting, Strategic Financial..., Mergers, Business Analysis, Financial Modeling
Education
Bentley University 2009 — 2012
MBA, Finance & Economics
Northeastern University 1999 — 2002
Bachelor of Science, Business Administration; Finance
American University of Paris 1998 — 1999
Delaware Life March 2012 - Present
Delaware Life May 2008 - February 2012
Delaware Life July 2006 - April 2008
Delaware Life May 2004 - June 2006
Sun Life Financial March 2002 - April 2004
Skills
Financial Analysis, Financial Reporting, Statistics, Fixed Income, Credit Analysis, Equity Research Analysis, Economics, Econometrics, Derivatives, Portfolio Management, VBA, Oracle Financial, Essbase, Microsoft Excel, Microsoft Word, Insurance, Accounting, ALM, Writing, Investments, Forecasting, Strategic Financial..., Mergers, Business Analysis, Financial Modeling
Education
Bentley University 2009 — 2012
MBA, Finance & Economics
Northeastern University 1999 — 2002
Bachelor of Science, Business Administration; Finance
American University of Paris 1998 — 1999
Adam Winkler, CSPO's Sun Life Financial Experience 2007 - 2008
Job Business Analyst / UX Manager
Industry Hospitality
Experience
TripCraft May 2013 - Present
STEM Garden Institute February 2013 - September 2013
RSA, the Security Division of EMC September 2008 - February 2013
Sun Life Financial 2007 - 2008
MFS Investment Management 2001 - 2007
Bx.com 1998 - 2001
Skills
User Experience, Usability Testing, User Research, User Experience Design, Data Visualization, Usability, Gamification, Contextual Inquiry, Information Architecture, Persona, Persona Creation, Wire Framing, Requirements Gathering, Agile Methodologies, Scrum, CSPO, Mobile Applications, Management, Product Management, Business Analysis, Requirements Analysis, Project Management, Strategy
Education
Boston College
BA, English
Bentley College 2003 — 2008
Certificate of Information Design, Information Design
TripCraft May 2013 - Present
STEM Garden Institute February 2013 - September 2013
RSA, the Security Division of EMC September 2008 - February 2013
Sun Life Financial 2007 - 2008
MFS Investment Management 2001 - 2007
Bx.com 1998 - 2001
Skills
User Experience, Usability Testing, User Research, User Experience Design, Data Visualization, Usability, Gamification, Contextual Inquiry, Information Architecture, Persona, Persona Creation, Wire Framing, Requirements Gathering, Agile Methodologies, Scrum, CSPO, Mobile Applications, Management, Product Management, Business Analysis, Requirements Analysis, Project Management, Strategy
Education
Boston College
BA, English
Bentley College 2003 — 2008
Certificate of Information Design, Information Design
Adam Noce's Sun Life Financial Experience June 2004 - Present
Job StopLoss Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2004 - Present
Lincoln Financial Group June 2002 - August 2004
Skills
Sales, CRM, Employee Benefits, Stop Loss, Life & Health Licenses, Brokers, Life Insurance, Market Research, Underwriting, Finance, Financial Services, Leadership, New Business Development, Insurance, Relationship Management, Fixed Annuities, Risk Management, Health Insurance, Mutual Funds, Investments, Time Management, Portfolio Management, Process Improvement, Strategic Planning, Retirement, Retirement Planning, Disability Insurance
Education
Bentley University 1998 — 2002
Bachelor of Science, Finance
Sun Life Financial June 2004 - Present
Lincoln Financial Group June 2002 - August 2004
Skills
Sales, CRM, Employee Benefits, Stop Loss, Life & Health Licenses, Brokers, Life Insurance, Market Research, Underwriting, Finance, Financial Services, Leadership, New Business Development, Insurance, Relationship Management, Fixed Annuities, Risk Management, Health Insurance, Mutual Funds, Investments, Time Management, Portfolio Management, Process Improvement, Strategic Planning, Retirement, Retirement Planning, Disability Insurance
Education
Bentley University 1998 — 2002
Bachelor of Science, Finance
Jane Wolak's Sun Life Financial Experience 2000 - 2007
Job SVP Consumer Operations & Technology at The Hartford
Industry Financial Services
Experience
The Hartford January 2013 - Present
The Hartford July 2012 - January 2013
The Hartford September 2010 - July 2012
The Hartford July 2009 - September 2010
Hartford Life May 2007 - May 2010
Sun Life Financial 2000 - 2007
Keyport Life August 2000 - November 2001
keyport 2000 - 2001
Allmerica Financial Services 1998 - 2000
Allmerica Financial Corporation / Life & Annuity Cos. 1995 - 2000
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Series 7, Insurance, Strategic Planning, Series 63, Financial Services, Business Analysis, Vendor Management, Risk Management, Relationship Management, FINRA, Life Insurance, Process Improvement, Securities
Education
Bentley University 1979 — 1983
B.S., Managment
The Hartford January 2013 - Present
The Hartford July 2012 - January 2013
The Hartford September 2010 - July 2012
The Hartford July 2009 - September 2010
Hartford Life May 2007 - May 2010
Sun Life Financial 2000 - 2007
Keyport Life August 2000 - November 2001
keyport 2000 - 2001
Allmerica Financial Services 1998 - 2000
Allmerica Financial Corporation / Life & Annuity Cos. 1995 - 2000
Skills
Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Series 7, Insurance, Strategic Planning, Series 63, Financial Services, Business Analysis, Vendor Management, Risk Management, Relationship Management, FINRA, Life Insurance, Process Improvement, Securities
Education
Bentley University 1979 — 1983
B.S., Managment
Ben Dewar Ben Dewar's Sun Life Financial Experience January 2015 - August 2015
Job Product Manager, Underwriting Strategy & Support at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance September 2015 - Present
Sun Life Financial January 2015 - August 2015
Sun Life Financial September 2012 - December 2014
Sun Life Financial June 2010 - October 2012
Sun Life Financial October 2006 - June 2010
WSI Internet Consulting 2005 - 2006
Skills
Employee Benefits, Underwriting, Risk Management, Disability Insurance, Brokers, New Business Development, Sales, Insurance, Life Insurance, Health Insurance, Customer Service, Financial Risk, Sales Operations, Strategy, Team Management, Training, Sales Management, Customer Retention, Account Management, Financial Services, Leadership, Process Improvement, Critical Illness, CRM, Finance, Call Centers, Business Analysis
Education
Bentley University 2008 — 2013
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, Distinction
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Algonquin
Liberty Mutual Insurance September 2015 - Present
Sun Life Financial January 2015 - August 2015
Sun Life Financial September 2012 - December 2014
Sun Life Financial June 2010 - October 2012
Sun Life Financial October 2006 - June 2010
WSI Internet Consulting 2005 - 2006
Skills
Employee Benefits, Underwriting, Risk Management, Disability Insurance, Brokers, New Business Development, Sales, Insurance, Life Insurance, Health Insurance, Customer Service, Financial Risk, Sales Operations, Strategy, Team Management, Training, Sales Management, Customer Retention, Account Management, Financial Services, Leadership, Process Improvement, Critical Illness, CRM, Finance, Call Centers, Business Analysis
Education
Bentley University 2008 — 2013
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, Distinction
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Algonquin
Carolina Ozuna's Sun Life Financial Experience June 2011 - August 2011
Job Corporate Banking Analyst at RBS Citizens
Industry Banking
Experience
Citizens Commercial Banking June 2014 - Present
Citizens Commercial Banking June 2013 - June 2014
AIRINC January 2013 - April 2013
National Australia Bank May 2012 - August 2012
Sun Life Financial June 2011 - August 2011
Commonwealth Financial Network May 2010 - May 2011
Skills
Credit Analysis, Financial Analysis, Banking, Sales, Business Writing, Credit Risk, Credit, Financial Modeling, Accounting, Risk Management, Spanish, Portfolio Management
Education
Bentley University 2009 — 2013
BS in Management with a concentration in Finance
Citizens Commercial Banking June 2014 - Present
Citizens Commercial Banking June 2013 - June 2014
AIRINC January 2013 - April 2013
National Australia Bank May 2012 - August 2012
Sun Life Financial June 2011 - August 2011
Commonwealth Financial Network May 2010 - May 2011
Skills
Credit Analysis, Financial Analysis, Banking, Sales, Business Writing, Credit Risk, Credit, Financial Modeling, Accounting, Risk Management, Spanish, Portfolio Management
Education
Bentley University 2009 — 2013
BS in Management with a concentration in Finance
Angelo Manioudakis's Sun Life Financial Experience October 2010 - October 2013
Job Chief Investment Officer, Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Andrew Conti's Sun Life Financial Experience March 2015 - Present
Job Private Fixed Income Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Sun Life Financial August 2012 - Present
Standard & Poor's June 2011 - August 2011
Summit VetPharm May 2010 - September 2010
Taylor Financial Group, LLC May 2009 - September 2009
Skills
Financial Modeling, Access, Microsoft Excel, Bloomberg, Financial Analysis, Bloomberg Terminal, Data Analysis, Equities, PowerPoint, Leadership, Microsoft Word, Microsoft Office, Economics, Analysis
Education
Bentley University 2008 — 2012
Bachelor's degree, Corporate Finance & Accounting
Sun Life Financial March 2015 - Present
Sun Life Financial August 2012 - Present
Standard & Poor's June 2011 - August 2011
Summit VetPharm May 2010 - September 2010
Taylor Financial Group, LLC May 2009 - September 2009
Skills
Financial Modeling, Access, Microsoft Excel, Bloomberg, Financial Analysis, Bloomberg Terminal, Data Analysis, Equities, PowerPoint, Leadership, Microsoft Word, Microsoft Office, Economics, Analysis
Education
Bentley University 2008 — 2012
Bachelor's degree, Corporate Finance & Accounting
Randi Joress Randi Joress's Sun Life Financial Experience April 2013 - Present
Job Associate Director Finance and Accounting Group Insurance Products at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial February 2009 - April 2013
Sun Life Financial January 2007 - February 2009
Sun Life Financial March 2005 - January 2007
Abbott March 2003 - March 2005
Abbott Laboratories September 1995 - March 2003
GE September 1988 - September 1995
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Essbase, Risk Management, Internal Controls, Forecasting, Accounting, Analysis, Sarbanes-Oxley Act, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Management
University of Pennsylvania 1986 — 1988
BA, Economics
Sun Life Financial April 2013 - Present
Sun Life Financial February 2009 - April 2013
Sun Life Financial January 2007 - February 2009
Sun Life Financial March 2005 - January 2007
Abbott March 2003 - March 2005
Abbott Laboratories September 1995 - March 2003
GE September 1988 - September 1995
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Essbase, Risk Management, Internal Controls, Forecasting, Accounting, Analysis, Sarbanes-Oxley Act, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA, Management
University of Pennsylvania 1986 — 1988
BA, Economics
James Haight's Sun Life Financial Experience June 2011 - August 2011
Job Research Analyst at Blue Hill Research
Industry Research
Experience
Blue Hill Research September 2013 - Present
SimplifyReality.com January 2012 - January 2014
Radford Consulting June 2012 - September 2013
Bentley Microfinance Group March 2009 - January 2012
Sun Life Financial June 2011 - August 2011
Centre Realty Group December 2009 - May 2011
Salient Surgical Technologies, Inc. May 2010 - January 2011
Skills
Marketing, Business Strategy, Economics, Management, Leadership Development, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Creative Writing, Wordpress, Inbound Marketing
Education
Bentley University 2008 — 2012
B.S. Economics, Concentration: Economic Analysis. Minors: Entrepreneurial Studies, Philosophy
Bond University 2010 — 2010
Study Abroad Program, Economics
Dover High School
Blue Hill Research September 2013 - Present
SimplifyReality.com January 2012 - January 2014
Radford Consulting June 2012 - September 2013
Bentley Microfinance Group March 2009 - January 2012
Sun Life Financial June 2011 - August 2011
Centre Realty Group December 2009 - May 2011
Salient Surgical Technologies, Inc. May 2010 - January 2011
Skills
Marketing, Business Strategy, Economics, Management, Leadership Development, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Creative Writing, Wordpress, Inbound Marketing
Education
Bentley University 2008 — 2012
B.S. Economics, Concentration: Economic Analysis. Minors: Entrepreneurial Studies, Philosophy
Bond University 2010 — 2010
Study Abroad Program, Economics
Dover High School
Dan Traficante Dan Traficante's Sun Life Financial Experience 2007 - 2008
Job Corporate Staffing Manager at Oxford Global Resources
Industry Broadcast Media
Experience
Oxford Global Resources February 2013 - Present
Consultant April 2012 - February 2013
Entercom November 2009 - April 2012
Sun Life Financial 2007 - 2008
Fidelity Investments/Veritude a Fidelity Capital Company October 2004 - November 2007
StarMed Staffing Group 2000 - 2002
Skills
Executive Sales..., HR Consulting, Recruiting, Networking, Finance, Microsoft Excel, Cold Calling, Account Management, New Business Development, Marketing, Talent Acquisition, Sales, Employee Relations, Direct Sales, College Recruiting, Applicant Tracking..., Onboarding, Talent Management, Internet Recruiting, Human Resources, Sourcing, Benefits Negotiation, Facebook, Management, Advertising, Temporary Placement, Leadership, Social Media, Sales Management, Strategy, CRM, Temporary Staffing, Customer Service, Social Networking, Technical Recruiting
Education
Bentley University 1986 — 1990
Business Administration / HR management
UMass Lowell
Oxford Global Resources February 2013 - Present
Consultant April 2012 - February 2013
Entercom November 2009 - April 2012
Sun Life Financial 2007 - 2008
Fidelity Investments/Veritude a Fidelity Capital Company October 2004 - November 2007
StarMed Staffing Group 2000 - 2002
Skills
Executive Sales..., HR Consulting, Recruiting, Networking, Finance, Microsoft Excel, Cold Calling, Account Management, New Business Development, Marketing, Talent Acquisition, Sales, Employee Relations, Direct Sales, College Recruiting, Applicant Tracking..., Onboarding, Talent Management, Internet Recruiting, Human Resources, Sourcing, Benefits Negotiation, Facebook, Management, Advertising, Temporary Placement, Leadership, Social Media, Sales Management, Strategy, CRM, Temporary Staffing, Customer Service, Social Networking, Technical Recruiting
Education
Bentley University 1986 — 1990
Business Administration / HR management
UMass Lowell
Douglas C. Miller's Sun Life Financial Experience 2008 - 2011
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Charles River Associates September 2015 - Present
Legal & General November 2014 - February 2015
The Phoenix Companies June 2012 - October 2014
State Street January 2012 - April 2012
Sun Life Financial 2008 - 2011
Deloitte & Touche LLP 2005 - 2008
Deloitte & Touche LLP 2001 - 2005
Skills
Financial Reporting, Internal Controls, Auditing, Finance, Financial Accounting, Strategic Planning, Financial Audits, Strategy, Corporate Finance, Tax, Budgets, Financial Services, Process Improvement, Contract Negotiation, Risk Management, Sarbanes-Oxley Act, Talent Management, Accounting, Investment Management, Alternative Investments, Hedge Funds, Life Insurance, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley College 1983 — 1987
BS, Accountancy
Jona Gjikuria's Sun Life Financial Experience 2010 - 2010
Job Client Finance Business Partner at PAREXEL
Industry Accounting
Experience
PAREXEL May 2015 - Present
Deloitte & Touche September 2012 - May 2015
Sun Life Financial 2010 - 2010
Sun Life Financial 2010 - 2010
Sun Life Financial 2010 - 2010
Skills
Accounting, PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Public Speaking, Networking, Financial Analysis, Financial Reporting, Peachtree, QuickBooks, Outlook, Bloomberg, Data Analysis, Financial Accounting, Auditing
Education
Bentley University 2011 — 2012
Masters in Financial Planning
Bentley University 2007 — 2011
Bachelors of Science, Corporate Finance and Accounting
PAREXEL May 2015 - Present
Deloitte & Touche September 2012 - May 2015
Sun Life Financial 2010 - 2010
Sun Life Financial 2010 - 2010
Sun Life Financial 2010 - 2010
Skills
Accounting, PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Public Speaking, Networking, Financial Analysis, Financial Reporting, Peachtree, QuickBooks, Outlook, Bloomberg, Data Analysis, Financial Accounting, Auditing
Education
Bentley University 2011 — 2012
Masters in Financial Planning
Bentley University 2007 — 2011
Bachelors of Science, Corporate Finance and Accounting
Beth Sticklor's Sun Life Financial Experience June 2010 - July 2013
Job Actuarial Analyst at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial June 2010 - July 2013
The Hanover Insurance Group 2009 - 2009
Blue Cross Blue Shield of Massachusetts 2008 - 2008
Skills
Actuarial Science, VBA, Insurance
Education
Bentley University 2006 — 2010
Economics
Delaware Life August 2013 - Present
Sun Life Financial June 2010 - July 2013
The Hanover Insurance Group 2009 - 2009
Blue Cross Blue Shield of Massachusetts 2008 - 2008
Skills
Actuarial Science, VBA, Insurance
Education
Bentley University 2006 — 2010
Economics
Edward Fitzgerald, MBA,PMP's Sun Life Financial Experience February 2006 - June 2007
Job Experienced Professional with a background in Program & Project Management, Prof. Services, and Information Technology
Industry Information Services
Experience
EMC June 2013 - April 2014
EMC July 2011 - June 2013
Bentley University January 2009 - May 2011
ECI Biotech October 2010 - March 2011
Global Relief Technologies June 2007 - November 2009
Sun Life Financial February 2006 - June 2007
Advanced Computer Resources 2003 - 2006
Skills
PMP, Requirements Analysis, Project Management, Data Analysis, Business Analysis, Business Process..., Process Improvement, Project Planning, Leadership, Project Implementation, Technical Training, Team Leadership, Leadership Development, Business Process..., Program Management, Visio, Earned Value Management, IT Strategy, Vendor Management, Training, SDLC, Six Sigma Yellow Belt, SharePoint
Education
Bentley University 2009 — 2011
MBA, Management of Operations & Technology
Bentley University 1999 — 2003
CIS, Information Systems
EMC June 2013 - April 2014
EMC July 2011 - June 2013
Bentley University January 2009 - May 2011
ECI Biotech October 2010 - March 2011
Global Relief Technologies June 2007 - November 2009
Sun Life Financial February 2006 - June 2007
Advanced Computer Resources 2003 - 2006
Skills
PMP, Requirements Analysis, Project Management, Data Analysis, Business Analysis, Business Process..., Process Improvement, Project Planning, Leadership, Project Implementation, Technical Training, Team Leadership, Leadership Development, Business Process..., Program Management, Visio, Earned Value Management, IT Strategy, Vendor Management, Training, SDLC, Six Sigma Yellow Belt, SharePoint
Education
Bentley University 2009 — 2011
MBA, Management of Operations & Technology
Bentley University 1999 — 2003
CIS, Information Systems
Adam Kilpatrick's Sun Life Financial Experience June 2009 - August 2009
Job Product Owner/Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2011 - Present
Fidelity July 2010 - December 2010
Sun Life Financial June 2009 - August 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, SDLC, Requirements Analysis, Business Requirements, Visio, Agile Methodologies, User Acceptance Testing, SQL, Software Project..., Vendor Management, Microsoft Office, HTML, Fixed Income, Backlog Management, Product Ownership
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Fidelity Investments January 2011 - Present
Fidelity July 2010 - December 2010
Sun Life Financial June 2009 - August 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, SDLC, Requirements Analysis, Business Requirements, Visio, Agile Methodologies, User Acceptance Testing, SQL, Software Project..., Vendor Management, Microsoft Office, HTML, Fixed Income, Backlog Management, Product Ownership
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Derek James Kilduff's Sun Life Financial Experience February 2008 - July 2010
Job Product and Relationship Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Pioneer Investments August 2014 - Present
Pioneer Investments May 2012 - August 2014
Columbia Management January 2012 - May 2012
The Guardian Life Insurance Company of America August 2010 - December 2011
Sun Life Financial February 2008 - July 2010
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Investments, Annuities, Retirement Planning
Education
Bentley University
Master of Business Administration (M.B.A.), Finance
Merrimack College 2002 — 2006
BA, Political Science
Jason LeBorgne's Sun Life Financial Experience August 2004 - March 2006
Job National Account Manager at Lindt & Sprungli
Industry Consumer Goods
Experience
Lindt & Sprungli June 2013 - Present
Lindt & Sprungli June 2010 - June 2013
Lindt & Sprungli March 2008 - June 2010
JSI Capital Advisors March 2006 - March 2008
Sun Life Financial August 2004 - March 2006
Skills
Category Management, Category Analysis, Syndicated Data Analysis, Sales Support, Sales Process, Microsoft Office, Excel, PowerPoint, Retail Solutions, Rite Insight, Financial Analysis, Planograms, Microsoft Excel, Retail, Marketing Strategy, Management, Sales Management, Consumer Products, Forecasting, Sales, Sales Operations, Analysis, Marketing
Education
Bentley University 2000 — 2004
BS, Finance
Cheverus High School 1997 — 2000
Lindt & Sprungli June 2013 - Present
Lindt & Sprungli June 2010 - June 2013
Lindt & Sprungli March 2008 - June 2010
JSI Capital Advisors March 2006 - March 2008
Sun Life Financial August 2004 - March 2006
Skills
Category Management, Category Analysis, Syndicated Data Analysis, Sales Support, Sales Process, Microsoft Office, Excel, PowerPoint, Retail Solutions, Rite Insight, Financial Analysis, Planograms, Microsoft Excel, Retail, Marketing Strategy, Management, Sales Management, Consumer Products, Forecasting, Sales, Sales Operations, Analysis, Marketing
Education
Bentley University 2000 — 2004
BS, Finance
Cheverus High School 1997 — 2000
Ann Colby-Cummings, SPHR Ann Colby-Cummings, SPHR's Sun Life Financial Experience May 1989 - May 1995
Job Head of Operations at Peirce Park Group
Industry Management Consulting
Experience
Peirce Park Group September 2012 - Present
Colby-Cummings Consulting September 1999 - October 2012
Aerial Communications March 1997 - June 1999
Sun Life Financial May 1989 - May 1995
Skills
Succession Planning, Program Management, Change Management, Leadership Development, Strategic Planning, Strategy, Project Management, Human Resources, Personnel Management, Project Planning
Education
Bentley University 1989 — 1993
MBA, Management
Rutgers University-New Brunswick 1979 — 1983
BA, Political Science, English
Peirce Park Group September 2012 - Present
Colby-Cummings Consulting September 1999 - October 2012
Aerial Communications March 1997 - June 1999
Sun Life Financial May 1989 - May 1995
Skills
Succession Planning, Program Management, Change Management, Leadership Development, Strategic Planning, Strategy, Project Management, Human Resources, Personnel Management, Project Planning
Education
Bentley University 1989 — 1993
MBA, Management
Rutgers University-New Brunswick 1979 — 1983
BA, Political Science, English
Carol Smith Stark's Sun Life Financial Experience December 2005 - May 2008
Job
Industry Financial Services
Experience
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Peter P. Daly Peter P. Daly's Sun Life Financial Experience 2005 - 2011
Job Sr. Financial Analyst at VCE
Industry Information Technology and Services
Experience
VCE March 2012 - Present
Sun Life Financial 2005 - 2011
Sun Life Financial 2000 - 2005
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1998
The Boston Company 1994 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2011
M.B.A., Finance
Providence College 1990 — 1994
B.A., Economics, minor in Business
VCE March 2012 - Present
Sun Life Financial 2005 - 2011
Sun Life Financial 2000 - 2005
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1998
The Boston Company 1994 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2011
M.B.A., Finance
Providence College 1990 — 1994
B.A., Economics, minor in Business
Diane M. Hartung, CTP Diane M. Hartung, CTP's Sun Life Financial Experience 2012 - Present
Job Sr Treasury Analyst | Certified Treasury Professional | Treasury Solutions | Cash Forecasting | Best Practices
Industry Financial Services
Experience
Sun Life Financial 2012 - Present
Treasury Best Practices and Global Cash Management July 2009 - Present
Metrowest Symphony Orchestra June 2009 - Present
Fleetmatics August 2013 - October 2013
Staples May 2013 - June 2013
Raytheon - Treasury March 2009 - April 2011
Raytheon February 2000 - March 2009
TLC Nursing, Inc January 1997 - January 2000
Skills
Optimizing Treasury..., Certified Treasury..., Technology Integration, Financial Analysis, Risk Management, Internal Controls..., Accounting, Cash Flow Forecasting, Short Term Investing, Liquidity Managment, Business Analysis, Process Engineering and..., Business Requirement..., Process Mapping, Portfolio Management, Business Requirements, Investments, Software Documentation, Forecasting
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2003 — 2008
MBA, Finance
Bentley College 1993 — 1997
Certificate of Accountancy, Accounting Internal Controls Auditing
Western Washington University
Master of Arts (MA) and Bachelor of Arts (BA), Arts, Psychology
Sun Life Financial 2012 - Present
Treasury Best Practices and Global Cash Management July 2009 - Present
Metrowest Symphony Orchestra June 2009 - Present
Fleetmatics August 2013 - October 2013
Staples May 2013 - June 2013
Raytheon - Treasury March 2009 - April 2011
Raytheon February 2000 - March 2009
TLC Nursing, Inc January 1997 - January 2000
Skills
Optimizing Treasury..., Certified Treasury..., Technology Integration, Financial Analysis, Risk Management, Internal Controls..., Accounting, Cash Flow Forecasting, Short Term Investing, Liquidity Managment, Business Analysis, Process Engineering and..., Business Requirement..., Process Mapping, Portfolio Management, Business Requirements, Investments, Software Documentation, Forecasting
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2003 — 2008
MBA, Finance
Bentley College 1993 — 1997
Certificate of Accountancy, Accounting Internal Controls Auditing
Western Washington University
Master of Arts (MA) and Bachelor of Arts (BA), Arts, Psychology
Josh Loewensteiner, CLU's Sun Life Financial Experience 2002 - 2005
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage June 2014 - Present
James D. Julia Auctions April 2013 - May 2014
TIAA-CREF August 2007 - April 2013
Phoenix Life Insurance Co., Inc. 2005 - 2007
Sun Life Financial 2002 - 2005
Ogilvie Securities 2001 - 2002
Skills
Fixed Annuities, Life Insurance, Wealth Management, Insurance, Marketing, Variable Annuities, Series 6, Series 63, Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Long-term Care, Financial Advisory, Term Life Insurance, Business Planning, Portfolio Management, Relationship Management
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Finance
Morristown high 1993 — 1997
Highland Capital Brokerage June 2014 - Present
James D. Julia Auctions April 2013 - May 2014
TIAA-CREF August 2007 - April 2013
Phoenix Life Insurance Co., Inc. 2005 - 2007
Sun Life Financial 2002 - 2005
Ogilvie Securities 2001 - 2002
Skills
Fixed Annuities, Life Insurance, Wealth Management, Insurance, Marketing, Variable Annuities, Series 6, Series 63, Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Long-term Care, Financial Advisory, Term Life Insurance, Business Planning, Portfolio Management, Relationship Management
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Finance
Morristown high 1993 — 1997
Ed Jaworski Ed Jaworski's Sun Life Financial Experience August 1986 - November 1997
Job SMB Partners, LLC Database Developer and Advanced Certified QuickBooks ProAdvisor
Industry Computer Software
Experience
SMB Partners, LLC January 2009 - Present
Keefe Tech Continuing Education Program April 2004 - Present
Solutions for Office Software January 2002 - December 2008
PeopleSoft January 1998 - December 2001
Sun Life Financial August 1986 - November 1997
Eastern Utility Associates June 1982 - June 1986
KPMG Peat Marwick June 1979 - April 1982
Skills
Quickbooks, Access, Accounting, Quicken, VBA, Excel, Word, PowerPoint, Microsoft Excel, QuickBooks, Databases, Database Design, SQL, Microsoft Word, Business Analysis, Small Business, Analysis, ERP, Business Process, Training, PeopleSoft, Process Improvement, Visio, Networking, Bookkeeping
Education
Bentley University 1984 — 1989
MS CIS, Computer Information Systems
Northeastern University 1975 — 1980
BSBA, Accounting concentration
SMB Partners, LLC January 2009 - Present
Keefe Tech Continuing Education Program April 2004 - Present
Solutions for Office Software January 2002 - December 2008
PeopleSoft January 1998 - December 2001
Sun Life Financial August 1986 - November 1997
Eastern Utility Associates June 1982 - June 1986
KPMG Peat Marwick June 1979 - April 1982
Skills
Quickbooks, Access, Accounting, Quicken, VBA, Excel, Word, PowerPoint, Microsoft Excel, QuickBooks, Databases, Database Design, SQL, Microsoft Word, Business Analysis, Small Business, Analysis, ERP, Business Process, Training, PeopleSoft, Process Improvement, Visio, Networking, Bookkeeping
Education
Bentley University 1984 — 1989
MS CIS, Computer Information Systems
Northeastern University 1975 — 1980
BSBA, Accounting concentration
Julie Erin Sullivan's Sun Life Financial Experience September 2007 - September 2009
Job Business Development Manager, Americas at International SOS
Industry Hospital & Health Care
Experience
International SOS June 2015 - Present
Euromonitor International January 2015 - May 2015
RusselSmith Group November 2012 - July 2014
Moevenpick Hotels & Resorts October 2011 - November 2012
Sun Life Financial September 2007 - September 2009
PricewaterhouseCoopers June 2005 - September 2007
Skills
Management, Hotels, Training, Revenue Analysis, Hospitality Management, Leadership, Business Development, Forecasting, Hospitality, Budgets, Food & Beverage, Hotel Management, CRM, New Business Development, Teamwork, Finance, Customer Service, Hospitality Industry, Restaurants, Internal Audit, Tourism, Sales, Marketing, Auditing, Business Strategy, Online Travel, Resorts, French, Front Office, Financial Reporting, Internal Controls, Supervisory Skills, Sales Management, Account Management, Key Account Management, Key Performance..., Marketing Strategy, Online Marketing, B2B, Solution Selling, Consultative Selling, Sales Process, International Sales, International Business, Strategy, Analysis, Market Research, Consulting, Strategic Planning, Project Management
Education
ESSEC - ESSEC Business School 2009 — 2011
MBA, Hospitality Management
Bentley University 2002 — 2006
Bachelor of Science (BS), Corporate Finance & Accounting, 3.78/4.0
International SOS June 2015 - Present
Euromonitor International January 2015 - May 2015
RusselSmith Group November 2012 - July 2014
Moevenpick Hotels & Resorts October 2011 - November 2012
Sun Life Financial September 2007 - September 2009
PricewaterhouseCoopers June 2005 - September 2007
Skills
Management, Hotels, Training, Revenue Analysis, Hospitality Management, Leadership, Business Development, Forecasting, Hospitality, Budgets, Food & Beverage, Hotel Management, CRM, New Business Development, Teamwork, Finance, Customer Service, Hospitality Industry, Restaurants, Internal Audit, Tourism, Sales, Marketing, Auditing, Business Strategy, Online Travel, Resorts, French, Front Office, Financial Reporting, Internal Controls, Supervisory Skills, Sales Management, Account Management, Key Account Management, Key Performance..., Marketing Strategy, Online Marketing, B2B, Solution Selling, Consultative Selling, Sales Process, International Sales, International Business, Strategy, Analysis, Market Research, Consulting, Strategic Planning, Project Management
Education
ESSEC - ESSEC Business School 2009 — 2011
MBA, Hospitality Management
Bentley University 2002 — 2006
Bachelor of Science (BS), Corporate Finance & Accounting, 3.78/4.0
Chen Wei's Sun Life Financial Experience June 2014 - Present
Job Derivatives, Risk management
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Numerix April 2012 - March 2013
G-2 Trading October 2011 - February 2012
Skills
Quantitative Finance, VBA, R, Economics, SAS, Time Series Analysis, C, SQL
Education
Worcester Polytechnic Institute 2013 — 2014
Master of Science (M.Sc.), Applied Mathematics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Master's degree, Mathematical Finance
Beijing University of Chemical Technology 2006 — 2010
BS, Polymer Science and Engineering
Boston University - School of Management
Sun Life Financial June 2014 - Present
Numerix April 2012 - March 2013
G-2 Trading October 2011 - February 2012
Skills
Quantitative Finance, VBA, R, Economics, SAS, Time Series Analysis, C, SQL
Education
Worcester Polytechnic Institute 2013 — 2014
Master of Science (M.Sc.), Applied Mathematics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Master's degree, Mathematical Finance
Beijing University of Chemical Technology 2006 — 2010
BS, Polymer Science and Engineering
Boston University - School of Management
Beverly Shraybman's Sun Life Financial Experience May 2014 - October 2014
Job Legal Clerk at William E. Gens Law Offices, P.C
Industry Financial Services
Experience
William E. Gens Law Offices, P.C September 2015 - Present
Wrentham District Court June 2015 - August 2015
Suffolk University Law School - CLE May 2015 - August 2015
Sun Life Financial May 2014 - October 2014
Sun Life Financial June 2013 - May 2014
KNF&T Staffing Resources March 2013 - May 2013
FlipKey April 2011 - March 2013
Platinum Wealth Partners Inc May 2012 - February 2013
Swartz & Swartz P.C. May 2012 - August 2012
TripAdvisor June 2010 - December 2011
Skills
Blogging, Marketing, Microsoft Excel, Customer Service, Data Analysis, Social Media Marketing, Marketing Research, Financial Analysis, PowerPoint, Financial Reporting, Project Management, Blog Development, Marketing Strategy, Financial Modeling, Marketing Management, Product Marketing, Long-term Customer..., Strategic Planning, Westlaw, Legal Research, Legal Writing, Microsoft Office
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (J.D.) & MBA, Banking, Corporate, Finance, and Securities Law
Bentley University 2010 — 2013
Bachelor of Science, Managerial Economics concentration in International Business, Marketing Minor
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Bachelor of Science, Economics
Boston Latin School 2004 — 2009
Diploma
William E. Gens Law Offices, P.C September 2015 - Present
Wrentham District Court June 2015 - August 2015
Suffolk University Law School - CLE May 2015 - August 2015
Sun Life Financial May 2014 - October 2014
Sun Life Financial June 2013 - May 2014
KNF&T Staffing Resources March 2013 - May 2013
FlipKey April 2011 - March 2013
Platinum Wealth Partners Inc May 2012 - February 2013
Swartz & Swartz P.C. May 2012 - August 2012
TripAdvisor June 2010 - December 2011
Skills
Blogging, Marketing, Microsoft Excel, Customer Service, Data Analysis, Social Media Marketing, Marketing Research, Financial Analysis, PowerPoint, Financial Reporting, Project Management, Blog Development, Marketing Strategy, Financial Modeling, Marketing Management, Product Marketing, Long-term Customer..., Strategic Planning, Westlaw, Legal Research, Legal Writing, Microsoft Office
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (J.D.) & MBA, Banking, Corporate, Finance, and Securities Law
Bentley University 2010 — 2013
Bachelor of Science, Managerial Economics concentration in International Business, Marketing Minor
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Bachelor of Science, Economics
Boston Latin School 2004 — 2009
Diploma
Mike Polito's Sun Life Financial Experience August 2006 - October 2007
Job Dedicated Financial Services Professional helping to protect families in the Boston area for the better part of a decade
Industry Financial Services
Experience
Polito Financial & Insurance October 2007 - Present
New York Life Insurance Company October 2007 - Present
NYLIFE Securities LLC October 2007 - Present
Sun Life Financial August 2006 - October 2007
JPMorgan Chase February 2007 - August 2007
State Street June 2006 - February 2007
Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management
Education
Bentley University 2002 — 2005
Corporate Finance & Accounting, Financial Planning
Dedham High School 1997 — 2001
Polito Financial & Insurance October 2007 - Present
New York Life Insurance Company October 2007 - Present
NYLIFE Securities LLC October 2007 - Present
Sun Life Financial August 2006 - October 2007
JPMorgan Chase February 2007 - August 2007
State Street June 2006 - February 2007
Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management
Education
Bentley University 2002 — 2005
Corporate Finance & Accounting, Financial Planning
Dedham High School 1997 — 2001
Daniel Tobin, ASA's Sun Life Financial Experience August 2014 - August 2015
Job Sr. Actuarial Associate at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services September 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial July 2012 - July 2014
Sun Life Financial June 2011 - August 2011
Ironshore Insurance May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, Peachtree, Networking, Actuarial Science, Insurance, Microsoft Office, Bloomberg, VBA, Pivot Tables, Actuarial Exams, Finance, Analysis
Education
Bentley University 2008 — 2012
Mathematics, Actuarial Sciences
John Hancock Financial Services September 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial July 2012 - July 2014
Sun Life Financial June 2011 - August 2011
Ironshore Insurance May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, Peachtree, Networking, Actuarial Science, Insurance, Microsoft Office, Bloomberg, VBA, Pivot Tables, Actuarial Exams, Finance, Analysis
Education
Bentley University 2008 — 2012
Mathematics, Actuarial Sciences
Michael Tarentino Michael Tarentino's Sun Life Financial Experience September 2001 - February 2006
Job Manager Technology & Management Consulting at McGladrey
Industry Information Technology and Services
Experience
McGladrey April 2015 - Present
athenahealth July 2014 - April 2015
athenahealth September 2013 - July 2014
LeapFrog Systems June 2012 - September 2013
LeapFrog Systems April 2012 - June 2012
Bain & Company April 2010 - April 2012
Bain & Company August 2007 - April 2010
Bain & Company February 2006 - August 2007
Sun Life Financial September 2001 - February 2006
Skills
Problem Solving, Software Development, SDLC, Business Intelligence, Analysis, Testing, PowerPoint, Databases, Business Analysis, Software Documentation, Information Technology, SQL, Systems Analysis, Process Improvement, Strategic Planning, Process Engineering, Integration, Requirements Analysis, Data Analysis, Documentation, Visio, Requirements Gathering, Business Process, Business Process..., Training, SharePoint, Program Management, Management, Vendor Management, Software Project..., IT Strategy, OpenAir
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, Computer Information Systems
Stonehill College 1997 — 1999
BS/BA, Management/Computer Info Sys
Bentley University 1995 — 1997
Bridgewater-Raynham
McGladrey April 2015 - Present
athenahealth July 2014 - April 2015
athenahealth September 2013 - July 2014
LeapFrog Systems June 2012 - September 2013
LeapFrog Systems April 2012 - June 2012
Bain & Company April 2010 - April 2012
Bain & Company August 2007 - April 2010
Bain & Company February 2006 - August 2007
Sun Life Financial September 2001 - February 2006
Skills
Problem Solving, Software Development, SDLC, Business Intelligence, Analysis, Testing, PowerPoint, Databases, Business Analysis, Software Documentation, Information Technology, SQL, Systems Analysis, Process Improvement, Strategic Planning, Process Engineering, Integration, Requirements Analysis, Data Analysis, Documentation, Visio, Requirements Gathering, Business Process, Business Process..., Training, SharePoint, Program Management, Management, Vendor Management, Software Project..., IT Strategy, OpenAir
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, Computer Information Systems
Stonehill College 1997 — 1999
BS/BA, Management/Computer Info Sys
Bentley University 1995 — 1997
Bridgewater-Raynham
Chris Bauer Chris Bauer's Sun Life Financial Experience September 2014 - July 2015
Job Management Consultant at Accenture
Industry Financial Services
Experience
Accenture August 2015 - Present
Sun Life Financial September 2014 - July 2015
Sun Life Financial August 2012 - July 2015
Sun Life Financial September 2013 - September 2014
Sun Life Financial August 2012 - September 2013
Eastern Portfolio Group Inc. September 2011 - August 2012
The Stone Agency May 2011 - September 2011
First Investors May 2011 - August 2011
Dichello Distributors May 2009 - July 2010
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Insurance, Bloomberg Terminal, Leadership, Research
Education
Bentley University 2008 — 2012
BS, Economics-Finance, Ethics and Social Responsibility
RMIT University 2010 — 2010
Economics, International Management
Daniel Hand High School 2005 — 2008
Accenture August 2015 - Present
Sun Life Financial September 2014 - July 2015
Sun Life Financial August 2012 - July 2015
Sun Life Financial September 2013 - September 2014
Sun Life Financial August 2012 - September 2013
Eastern Portfolio Group Inc. September 2011 - August 2012
The Stone Agency May 2011 - September 2011
First Investors May 2011 - August 2011
Dichello Distributors May 2009 - July 2010
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Insurance, Bloomberg Terminal, Leadership, Research
Education
Bentley University 2008 — 2012
BS, Economics-Finance, Ethics and Social Responsibility
RMIT University 2010 — 2010
Economics, International Management
Daniel Hand High School 2005 — 2008
Anthony Casella ACS, AAPA's Sun Life Financial Experience March 2009 - Present
Job Business Systems Senior Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2009 - Present
Sun Life Financial November 2006 - March 2009
Sun Life Financial November 2001 - November 2006
Keyport Life Insurance November 2000 - November 2001
Keyport Life Insurance November 1999 - November 2000
Keyport Life Insurance November 1998 - November 1999
Saleslink Corporation January 1996 - November 1998
Skills
Program Management, Requirements Gathering, Analysis, UML, Project Management, Vendor Management, Visio, SQL, SDLC, Business Analysis, Business Requirements, Quality Assurance, Requirements Analysis, Systems Analysis, Databases, User Acceptance Testing, Process Improvement, SharePoint, MS Project, Integration, Data Analysis, Software Project..., Agile Methodologies, Business Process..., Quality Center, Access, Testing, Software Documentation, Analytics, Business Intelligence, Business Process
Education
Bentley University 1992 — 1996
BS, Marketing
Malden High School 1988 — 1992
Sun Life Financial March 2009 - Present
Sun Life Financial November 2006 - March 2009
Sun Life Financial November 2001 - November 2006
Keyport Life Insurance November 2000 - November 2001
Keyport Life Insurance November 1999 - November 2000
Keyport Life Insurance November 1998 - November 1999
Saleslink Corporation January 1996 - November 1998
Skills
Program Management, Requirements Gathering, Analysis, UML, Project Management, Vendor Management, Visio, SQL, SDLC, Business Analysis, Business Requirements, Quality Assurance, Requirements Analysis, Systems Analysis, Databases, User Acceptance Testing, Process Improvement, SharePoint, MS Project, Integration, Data Analysis, Software Project..., Agile Methodologies, Business Process..., Quality Center, Access, Testing, Software Documentation, Analytics, Business Intelligence, Business Process
Education
Bentley University 1992 — 1996
BS, Marketing
Malden High School 1988 — 1992
Michael B. Sudikoff, CPA's Sun Life Financial Experience April 2014 - June 2014
Job Manager, SEC Reporting at Iron Mountain
Industry Accounting
Experience
Iron Mountain June 2014 - Present
Sun Life Financial April 2014 - June 2014
Intergen 2012 - February 2014
Staples 2007 - 2011
BDO Seidman, LLP 2004 - 2007
Grant Thornton 1999 - 2003
Skills
Internal Controls, Forecasting, Financials, Microsoft Office, Oracle, Technical Research, Audit, Budgeting, Investor Relations, Due Diligence, JD Edwards, Statutory Accounting, IFRS, Audits of Employee..., Impairment Testing
Education
Bentley University 1989 — 1993
BS, Accounting
Iron Mountain June 2014 - Present
Sun Life Financial April 2014 - June 2014
Intergen 2012 - February 2014
Staples 2007 - 2011
BDO Seidman, LLP 2004 - 2007
Grant Thornton 1999 - 2003
Skills
Internal Controls, Forecasting, Financials, Microsoft Office, Oracle, Technical Research, Audit, Budgeting, Investor Relations, Due Diligence, JD Edwards, Statutory Accounting, IFRS, Audits of Employee..., Impairment Testing
Education
Bentley University 1989 — 1993
BS, Accounting
Frances Fuentes-Noriega Frances Fuentes-Noriega's Sun Life Financial Experience June 2006 - June 2009
Job Investments Marketing & Service Specialist at Universal Insurance Group
Industry Financial Services
Experience
Universal Insurance Group January 2013 - Present
MFS Investment Management June 2009 - December 2012
Sun Life Financial June 2006 - June 2009
Skills
Fluent English, Spanish, Mutual Funds, Series 7, Investments, Series 63, Series 6, English, FINRA, Finance, Financial Services, Insurance, Marketing, Life Insurance, Relationship Management, Retirement, Sales, Sales Operations, Wealth Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2001 — 2005
BS, Finance
Cupeyville School 1987 — 2001
high school
Universal Insurance Group January 2013 - Present
MFS Investment Management June 2009 - December 2012
Sun Life Financial June 2006 - June 2009
Skills
Fluent English, Spanish, Mutual Funds, Series 7, Investments, Series 63, Series 6, English, FINRA, Finance, Financial Services, Insurance, Marketing, Life Insurance, Relationship Management, Retirement, Sales, Sales Operations, Wealth Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2001 — 2005
BS, Finance
Cupeyville School 1987 — 2001
high school
Frank Mele, MBA, CPA's Sun Life Financial Experience 2007 - December 2010
Job Chief Financial Officer
Industry Financial Services
Experience
Notre Dame High School, Lawrence October 2011 - Present
The Jericho Road Project June 2012 - Present
Buddy Dog Humane Society 2009 - Present
Sun Life Financial 2007 - December 2010
Arbella Insurance Group 2000 - 2006
FM Global June 1999 - April 2000
Arkwright February 1988 - June 1999
Esterline 1986 - 1988
Sanyo 1985 - 1986
Carnation 1981 - 1985
Skills
Budgets, IFRS, Project Management, Information Technology, Human Resources, Public Speaking, Organizational Culture, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Risk Management, Finance, Leadership, Auditing, Due Diligence, US GAAP, Corporate Finance, Financial Accounting, Analysis, Mergers & Acquisitions, Management, Financial Planning, Revenue Recognition
Education
University of Massachusetts Boston 2006 — 2008
MBA, Finance
Bentley University 1977 — 1981
BS, Accountancy
Belmont High School
Notre Dame High School, Lawrence October 2011 - Present
The Jericho Road Project June 2012 - Present
Buddy Dog Humane Society 2009 - Present
Sun Life Financial 2007 - December 2010
Arbella Insurance Group 2000 - 2006
FM Global June 1999 - April 2000
Arkwright February 1988 - June 1999
Esterline 1986 - 1988
Sanyo 1985 - 1986
Carnation 1981 - 1985
Skills
Budgets, IFRS, Project Management, Information Technology, Human Resources, Public Speaking, Organizational Culture, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Risk Management, Finance, Leadership, Auditing, Due Diligence, US GAAP, Corporate Finance, Financial Accounting, Analysis, Mergers & Acquisitions, Management, Financial Planning, Revenue Recognition
Education
University of Massachusetts Boston 2006 — 2008
MBA, Finance
Bentley University 1977 — 1981
BS, Accountancy
Belmont High School
Fiona Deng Fiona Deng's Sun Life Financial Experience June 2014 - August 2014
Job
Industry
Experience
Osborn Financial Group December 2013 - May 2015
Austen Morris Associates September 2014 - December 2014
Sun Life Financial June 2014 - August 2014
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Access, Teamwork, Research, Leadership, Time Management, Account Reconciliation, Social Media Marketing, QuickBooks, Tax Preparation, Outlook, Lotus Notes, SAP, Oracle, Process Modeling
Education
Bentley University 2011 — 2015
Shanghai University of Finance and Economics 2014 — 2014
Study Abroad Program, International Business
Boston Latin School 2005 — 2011
High School
Osborn Financial Group December 2013 - May 2015
Austen Morris Associates September 2014 - December 2014
Sun Life Financial June 2014 - August 2014
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Access, Teamwork, Research, Leadership, Time Management, Account Reconciliation, Social Media Marketing, QuickBooks, Tax Preparation, Outlook, Lotus Notes, SAP, Oracle, Process Modeling
Education
Bentley University 2011 — 2015
Shanghai University of Finance and Economics 2014 — 2014
Study Abroad Program, International Business
Boston Latin School 2005 — 2011
High School
James Alban's Sun Life Financial Experience 2010 - 2013
Job AVP Investment Operations at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
Dan Milko Dan Milko's Sun Life Financial Experience June 2014 - September 2014
Job Accounting and Payroll Coordinator at Text100
Industry Public Relations and Communications
Experience
Text100 October 2014 - Present
Sun Life Financial June 2014 - September 2014
Cubist Pharmaceuticals September 2013 - December 2013
Lenape Valley Foundation June 2012 - August 2012
VIIAD December 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Data Entry, PowerPoint, Healthcare, Claims Management
Education
Bentley University 2010 — 2014
Finance
University College Dublin 2013 — 2013
Finance
Text100 October 2014 - Present
Sun Life Financial June 2014 - September 2014
Cubist Pharmaceuticals September 2013 - December 2013
Lenape Valley Foundation June 2012 - August 2012
VIIAD December 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Data Entry, PowerPoint, Healthcare, Claims Management
Education
Bentley University 2010 — 2014
Finance
University College Dublin 2013 — 2013
Finance
Demetrios Mihopoulos's Sun Life Financial Experience February 2006 - March 2012
Job Sales Vice President, Corporate Markets at AIG
Industry Insurance
Experience
AIG August 2013 - Present
Symetra Financial March 2012 - August 2013
Sun Life Financial February 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) November 1998 - February 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance, Management
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance, Marketing
AIG August 2013 - Present
Symetra Financial March 2012 - August 2013
Sun Life Financial February 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) November 1998 - February 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance, Management
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance, Marketing
Shawn Smith, MBA Shawn Smith, MBA's Sun Life Financial Experience November 2005 - May 2007
Job Founder/Principal at Financial Advisor Placement Services 9783121656
Industry Financial Services
Experience
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Financial Advisor Placement Services April 2009 - Present
Ameriprise Financial November 2007 - April 2009
Sun Life Financial November 2005 - May 2007
Pioneer Investments 2000 - 2005
North American Funds, Inc. 1997 - 2000
Skills
Series 7, Investments, Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Securities, Strategic Financial..., Asset Managment, Bonds, Financial Services, Estate Planning, Investment Advisory, Fixed Income, Fixed Annuities, Finance, Financial Advisory, Retirement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2003
MBA, Finance
Princeton University 1981 — 1986
BA, Economics
Matthew Judge's Sun Life Financial Experience January 2010 - August 2011
Job PSDM, Distribution Services CANSAC, LATAM at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems March 2012 - Present
Sun Life Financial January 2010 - August 2011
John Hancock Financial Network April 2007 - March 2009
Skills
Investments, Sales Management, Business Development, Management, Sales, New Business Development, Salesforce.com, Finance, Strategic Financial..., Insurance, Financial Analysis, Marketing Strategy
Education
Bentley University 2003 — 2005
Bachelor of Science, Managerial Economics and International Business
Portsmouth Abbey School 1997 — 2001
Cisco Systems March 2012 - Present
Sun Life Financial January 2010 - August 2011
John Hancock Financial Network April 2007 - March 2009
Skills
Investments, Sales Management, Business Development, Management, Sales, New Business Development, Salesforce.com, Finance, Strategic Financial..., Insurance, Financial Analysis, Marketing Strategy
Education
Bentley University 2003 — 2005
Bachelor of Science, Managerial Economics and International Business
Portsmouth Abbey School 1997 — 2001
Brian R. Dick's Sun Life Financial Experience 1986 - 1987
Job Data Architect
Industry Consumer Goods
Experience
Hasbro 2009 - Present
Fidelity Investments (FPCMS) September 1995 - December 2008
The Boston Company 1991 - 1995
The Constell Group 1989 - 1991
Reliance Systems 1987 - 1989
Sun Life Financial 1986 - 1987
Skills
Database Design, SDLC, Data Modeling, Informatica, Microsoft SQL Server, Oracle, DB2, Databases, ETL, Data Governance, Metadata Management, SQL, Data Conversion, Software Development, SAP, Data Warehousing, Testing, Business Intelligence, Data Integration
Education
Bentley University
MBA, Management
Purdue University 1982 — 1986
BS, Computer Science
Hasbro 2009 - Present
Fidelity Investments (FPCMS) September 1995 - December 2008
The Boston Company 1991 - 1995
The Constell Group 1989 - 1991
Reliance Systems 1987 - 1989
Sun Life Financial 1986 - 1987
Skills
Database Design, SDLC, Data Modeling, Informatica, Microsoft SQL Server, Oracle, DB2, Databases, ETL, Data Governance, Metadata Management, SQL, Data Conversion, Software Development, SAP, Data Warehousing, Testing, Business Intelligence, Data Integration
Education
Bentley University
MBA, Management
Purdue University 1982 — 1986
BS, Computer Science
Meshawn Cisero's Sun Life Financial Experience August 2012 - September 2013
Job Solution Consultant
Industry Information Technology and Services
Experience
SciQuest September 2015 - Present
Fiserv October 2013 - September 2015
Sun Life Financial August 2012 - September 2013
Sovereign Bank August 2011 - July 2012
Freelance September 2008 - February 2012
Enterprise Rent-A-Car May 2011 - August 2011
More Than Words September 2010 - August 2011
Bentley University October 2008 - July 2011
Boston Public Schools August 2010 - August 2010
Bentley University June 2010 - July 2010
Skills
Consultative Selling, Public Speaking, Business Strategy, Leadership, Customer Service, Sales, Negotiation, Youth Development, Diversity Training, Event Planning, Recruiting, Management, Marketing, Salesforce.com, Strategic Planning, Budgets, PowerPoint, SPSS, Social Media, Microsoft Office, Facebook, Microsoft Word, Nonprofits, Social Media Marketing, Ballroom Dance, CRM, Analysis, Program Management, Team Building, Time Management, Business Development, Talent Acquisition, Microsoft Excel, Human Resources, Interviews, Event Management, Sourcing, Team Leadership, Onboarding, Process Improvement, Business Planning, Project Management, Applicant Tracking..., Visio, Personnel Management, Troubleshooting, Building Relationships, Business Analysis, Networking
Education
Bentley University 2008 — 2012
Bachelors, Management.
SciQuest September 2015 - Present
Fiserv October 2013 - September 2015
Sun Life Financial August 2012 - September 2013
Sovereign Bank August 2011 - July 2012
Freelance September 2008 - February 2012
Enterprise Rent-A-Car May 2011 - August 2011
More Than Words September 2010 - August 2011
Bentley University October 2008 - July 2011
Boston Public Schools August 2010 - August 2010
Bentley University June 2010 - July 2010
Skills
Consultative Selling, Public Speaking, Business Strategy, Leadership, Customer Service, Sales, Negotiation, Youth Development, Diversity Training, Event Planning, Recruiting, Management, Marketing, Salesforce.com, Strategic Planning, Budgets, PowerPoint, SPSS, Social Media, Microsoft Office, Facebook, Microsoft Word, Nonprofits, Social Media Marketing, Ballroom Dance, CRM, Analysis, Program Management, Team Building, Time Management, Business Development, Talent Acquisition, Microsoft Excel, Human Resources, Interviews, Event Management, Sourcing, Team Leadership, Onboarding, Process Improvement, Business Planning, Project Management, Applicant Tracking..., Visio, Personnel Management, Troubleshooting, Building Relationships, Business Analysis, Networking
Education
Bentley University 2008 — 2012
Bachelors, Management.
Alexandra Johnston's Sun Life Financial Experience August 2013 - Present
Job Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Chesterbrook Afterschool Program December 2010 - May 2013
Bentley Service Learning September 2011 - January 2013
Azure Cafe April 2010 - January 2013
Associates for International Research May 2012 - August 2012
General Business Term January 2012 - May 2012
City of Boston April 2011 - August 2011
Skills
Strategy, Research, Leadership, SPSS, Market Research, Program Development, Entrepreneurship, Recruiting, Management, Analysis, Business Development, Budgets
Education
Bentley University 2009 — 2013
BS, Managerial Economics
Greely High School 2005 — 2009
Sun Life Financial August 2013 - Present
Chesterbrook Afterschool Program December 2010 - May 2013
Bentley Service Learning September 2011 - January 2013
Azure Cafe April 2010 - January 2013
Associates for International Research May 2012 - August 2012
General Business Term January 2012 - May 2012
City of Boston April 2011 - August 2011
Skills
Strategy, Research, Leadership, SPSS, Market Research, Program Development, Entrepreneurship, Recruiting, Management, Analysis, Business Development, Budgets
Education
Bentley University 2009 — 2013
BS, Managerial Economics
Greely High School 2005 — 2009
Todd Rea's Sun Life Financial Experience July 2008 - September 2010
Job Controller at NG Advantage LLC
Industry Accounting
Experience
NG Advantage LLC May 2015 - Present
Gallagher, Flynn & Company, LLP July 2012 - May 2015
Caras & Shulman, PC September 2010 - July 2012
Sun Life Financial July 2008 - September 2010
Sun Life Financial 2004 - 2008
Sun Life Financial 1999 - 2004
Skills
Accounting, Finance, Financial Statements, CPA, General Ledger, Auditing, Tax, US GAAP, Financial Analysis, GAAP, Internal Controls, Financial Planners, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Masters of Business Administration (MBA)
Bridgewater State University 1994 — 1999
Bachelor of Science, Business Administration
NG Advantage LLC May 2015 - Present
Gallagher, Flynn & Company, LLP July 2012 - May 2015
Caras & Shulman, PC September 2010 - July 2012
Sun Life Financial July 2008 - September 2010
Sun Life Financial 2004 - 2008
Sun Life Financial 1999 - 2004
Skills
Accounting, Finance, Financial Statements, CPA, General Ledger, Auditing, Tax, US GAAP, Financial Analysis, GAAP, Internal Controls, Financial Planners, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Masters of Business Administration (MBA)
Bridgewater State University 1994 — 1999
Bachelor of Science, Business Administration
Angela Magby Angela Magby's Sun Life Financial Experience August 2002 - June 2005
Job Senior Client Service Representative at Capital Group
Industry Investment Management
Experience
Capital Group September 2005 - June 2015
Sun Life Financial August 2002 - June 2005
Skills
Investments, Asset Allocation, Alternative Investments, Securities, Financial Services, Investment Management, Mutual Funds
Education
Bentley University 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Hudson Valley Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Capital Group September 2005 - June 2015
Sun Life Financial August 2002 - June 2005
Skills
Investments, Asset Allocation, Alternative Investments, Securities, Financial Services, Investment Management, Mutual Funds
Education
Bentley University 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Hudson Valley Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Denys Burnis's Sun Life Financial Experience May 2014 - August 2014
Job Analyst
Industry Venture Capital & Private Equity
Experience
Bentley University Computing Services Desk August 2013 - December 2014
Sun Life Financial May 2014 - August 2014
OnProcess Technology 2013 - 2013
Skills
Microsoft Excel, Statistics, Accounting, Tutoring, Microsoft Word, SPSS, Research, Computer Hardware, Visual Basic, VBA, PowerPoint, Access, Finance, Outlook, Bloomberg, R, Maxima, Microsoft Office
Education
Bentley University
Bachelor’s Degree, Mathematics
Bentley University Computing Services Desk August 2013 - December 2014
Sun Life Financial May 2014 - August 2014
OnProcess Technology 2013 - 2013
Skills
Microsoft Excel, Statistics, Accounting, Tutoring, Microsoft Word, SPSS, Research, Computer Hardware, Visual Basic, VBA, PowerPoint, Access, Finance, Outlook, Bloomberg, R, Maxima, Microsoft Office
Education
Bentley University
Bachelor’s Degree, Mathematics
James Thompson's Sun Life Financial Experience 2008 - 2009
Job Storage Specialist at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - Present
Oracle August 2012 - July 2014
Oracle December 2010 - August 2012
Sovereign Bank March 2010 - November 2010
Sun Life Financial 2008 - 2009
Mercer/Putnam Investments (Norwood, Ma) January 2006 - January 2008
W.B.Mason Office Supplies January 2005 - January 2006
State Street June 2004 - January 2005
Education
Bentley University 2000 — 2004
Economics/Finance, Investments
Brockton HIgh School
Series 7, 63, and Life Insurance Licenses
Hewlett-Packard July 2014 - Present
Oracle August 2012 - July 2014
Oracle December 2010 - August 2012
Sovereign Bank March 2010 - November 2010
Sun Life Financial 2008 - 2009
Mercer/Putnam Investments (Norwood, Ma) January 2006 - January 2008
W.B.Mason Office Supplies January 2005 - January 2006
State Street June 2004 - January 2005
Education
Bentley University 2000 — 2004
Economics/Finance, Investments
Brockton HIgh School
Series 7, 63, and Life Insurance Licenses
Steve Zimmerman, CFP®, CLU, ChFC, AEP's Sun Life Financial Experience November 2009 - November 2010
Job Regional Sales Director at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company January 2015 - Present
Crump Life Insurance Services January 2012 - January 2015
MetLife November 2010 - January 2012
Sun Life Financial November 2009 - November 2010
Lincoln Financial Distributors July 2005 - February 2009
Skills
Business Development, Wealth Management, Sales Management, Public Speaking, Sales Operations, Fixed Annuities, Sales, Selling, Long-term Care, Insurance Planning, Investments
Education
Bentley University
BS, AS, Marketing, Management
Glastonbury High School
Transamerica Life Insurance Company January 2015 - Present
Crump Life Insurance Services January 2012 - January 2015
MetLife November 2010 - January 2012
Sun Life Financial November 2009 - November 2010
Lincoln Financial Distributors July 2005 - February 2009
Skills
Business Development, Wealth Management, Sales Management, Public Speaking, Sales Operations, Fixed Annuities, Sales, Selling, Long-term Care, Insurance Planning, Investments
Education
Bentley University
BS, AS, Marketing, Management
Glastonbury High School
David Alson's Sun Life Financial Experience January 2006 - February 2010
Job VP, Program Manager/Project Manager at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Pavlik Mintz's Sun Life Financial Experience April 2013 - September 2014
Job Principal Consultant at Collaborative Consulting
Industry Information Technology and Services
Experience
Sun Life Financial April 2013 - September 2014
Rue La La September 2011 - March 2013
Collaborative Consulting September 2011 - February 2013
IBM Software Group 2003 - 2007
IBM Software Group 1999 - 2003
Digital Equipment Corporation 1989 - 1999
GTE Laboratories (now Verizon) 1983 - 1989
Skills
Project Management, PMP, Program Management, Cross-functional Team..., Software Project..., Management, Collaboration, Business Process..., Management Consulting, Stakeholder Analysis, Process Improvement, Business Process Mapping, SDLC, Analysis, Software Development, Business Ethics, Compliance, Stakeholder Engagement, MS Project, Crisis Management, Visio, Unix
Education
Bentley University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Management, Business Ethics
Brandeis University 1979 — 1983
BA, Computer Science
Sun Life Financial April 2013 - September 2014
Rue La La September 2011 - March 2013
Collaborative Consulting September 2011 - February 2013
IBM Software Group 2003 - 2007
IBM Software Group 1999 - 2003
Digital Equipment Corporation 1989 - 1999
GTE Laboratories (now Verizon) 1983 - 1989
Skills
Project Management, PMP, Program Management, Cross-functional Team..., Software Project..., Management, Collaboration, Business Process..., Management Consulting, Stakeholder Analysis, Process Improvement, Business Process Mapping, SDLC, Analysis, Software Development, Business Ethics, Compliance, Stakeholder Engagement, MS Project, Crisis Management, Visio, Unix
Education
Bentley University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Management, Business Ethics
Brandeis University 1979 — 1983
BA, Computer Science
Anna Fisher, PMP's Sun Life Financial Experience September 2006 - December 2006
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Health Dialog July 2010 - February 2013
Unidine Corporation March 2008 - July 2010
Daniel Dennis & Company June 2007 - March 2008
Sun Life Financial September 2006 - December 2006
Skills
Hyperion Reports, Great Plains Software, Microsoft Excel, Business Objects..., PowerPoint, CRM systems, ADP Payroll, Microsoft Word, Access, HTML, Microsoft Technologies, Financial Analysis, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Lotus Notes, Profx, Replicon Project..., Financial Modeling, Budgets
Education
Bentley College 2004 — 2007
Bachelor of Science, Corporate Accounting and Finance
Bentley University 2004 — 2007
Corporate Finance and Accounting
Fidelity Investments February 2013 - Present
Health Dialog July 2010 - February 2013
Unidine Corporation March 2008 - July 2010
Daniel Dennis & Company June 2007 - March 2008
Sun Life Financial September 2006 - December 2006
Skills
Hyperion Reports, Great Plains Software, Microsoft Excel, Business Objects..., PowerPoint, CRM systems, ADP Payroll, Microsoft Word, Access, HTML, Microsoft Technologies, Financial Analysis, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Lotus Notes, Profx, Replicon Project..., Financial Modeling, Budgets
Education
Bentley College 2004 — 2007
Bachelor of Science, Corporate Accounting and Finance
Bentley University 2004 — 2007
Corporate Finance and Accounting
Elena Andreadis's Sun Life Financial Experience June 2015 - August 2015
Job Actuarial Intern at Sun Life Financial
Industry Financial Services
Experience
Bentley Writing Center September 2013 - Present
Sun Life Financial June 2015 - August 2015
University of Virginia August 2014 - December 2014
Sun Life Financial June 2014 - August 2014
Skills
Microsoft Excel, VBA, Process Modeling, SAP, Bloomberg, PowerPoint, Microsoft Publisher, Microsoft Word, Access, Peachtree, Microsoft Exchange, Social Networking, Facebook
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics-Finance
University of Virginia 2014 — 2014
Richard King High School, Corpus Christi, TX 2008 — 2012
High School
Bentley Writing Center September 2013 - Present
Sun Life Financial June 2015 - August 2015
University of Virginia August 2014 - December 2014
Sun Life Financial June 2014 - August 2014
Skills
Microsoft Excel, VBA, Process Modeling, SAP, Bloomberg, PowerPoint, Microsoft Publisher, Microsoft Word, Access, Peachtree, Microsoft Exchange, Social Networking, Facebook
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics-Finance
University of Virginia 2014 — 2014
Richard King High School, Corpus Christi, TX 2008 — 2012
High School
Sandra Braga's Sun Life Financial Experience January 2012 - February 2013
Job IT Implementation & Collaboration Consultant at The MENTOR Network
Industry Hospital & Health Care
Experience
The MENTOR Network February 2013 - Present
Sun Life Financial January 2012 - February 2013
Sun Life Financial June 2007 - February 2013
Sun Life Financial November 2003 - 2007
Skills
Social Business, Social Media, Leadership, Knowledge Management, Intranet, Customer Service, HTML, CSS, Wikis, User Experience, Web Analytics, Web Content Management, Project Management, Business Analysis, Social Collaboration, Enterprise Social..., Community Management, Collaboration Tools, Strategy Creation, Salesforce.com, Salesforce Administrator, Content Management, Enterprise 2.0, Web 2.0, Lotus Connections, Community Outreach, Extranet, Problem Solving, Adobe Creative Suite, Information Architecture, IT Business Strategy, Requirements Gathering, Financial Services, Vendor Management, SDLC, Visio, Employee Engagement, Training
Education
Bentley University
BS, IDCC (Information Design & Corporate Communications) / CIS
The MENTOR Network February 2013 - Present
Sun Life Financial January 2012 - February 2013
Sun Life Financial June 2007 - February 2013
Sun Life Financial November 2003 - 2007
Skills
Social Business, Social Media, Leadership, Knowledge Management, Intranet, Customer Service, HTML, CSS, Wikis, User Experience, Web Analytics, Web Content Management, Project Management, Business Analysis, Social Collaboration, Enterprise Social..., Community Management, Collaboration Tools, Strategy Creation, Salesforce.com, Salesforce Administrator, Content Management, Enterprise 2.0, Web 2.0, Lotus Connections, Community Outreach, Extranet, Problem Solving, Adobe Creative Suite, Information Architecture, IT Business Strategy, Requirements Gathering, Financial Services, Vendor Management, SDLC, Visio, Employee Engagement, Training
Education
Bentley University
BS, IDCC (Information Design & Corporate Communications) / CIS
Maria LaBelle Maria LaBelle's Sun Life Financial Experience March 1999 - March 2002
Job MarCom I Program Management I Event & Meeting Planning
Industry Marketing and Advertising
Experience
Pepperidge Farm Independent Distributor June 2013 - Present
Schneider Electric March 2004 - April 2013
Sun Life Financial March 1999 - March 2002
Deloitte & Touche, LLP September 1997 - October 1998
New England Financial June 1987 - September 1997
Skills
Marketing Communications, Marketing, Trade Shows, Advertising, Marketing Strategy, Project Management, Cross-functional Team..., Program Management, Development of..., Management, Strategy, Product Marketing, Training, Product Management, Event Planning, Event Management, Corporate Events, Managing Events, Budgets, Internal Communications, Account Management, Marketing Budget..., Program Management..., Meeting Planning, Conference Logistics, Strategic Planning, Project Planning, Team Management, Market Planning, Marketing Management, Corporate Communications
Education
Bentley University
University of Massachusetts, Amherst
BS
Pepperidge Farm Independent Distributor June 2013 - Present
Schneider Electric March 2004 - April 2013
Sun Life Financial March 1999 - March 2002
Deloitte & Touche, LLP September 1997 - October 1998
New England Financial June 1987 - September 1997
Skills
Marketing Communications, Marketing, Trade Shows, Advertising, Marketing Strategy, Project Management, Cross-functional Team..., Program Management, Development of..., Management, Strategy, Product Marketing, Training, Product Management, Event Planning, Event Management, Corporate Events, Managing Events, Budgets, Internal Communications, Account Management, Marketing Budget..., Program Management..., Meeting Planning, Conference Logistics, Strategic Planning, Project Planning, Team Management, Market Planning, Marketing Management, Corporate Communications
Education
Bentley University
University of Massachusetts, Amherst
BS
Dusty Sacco's Sun Life Financial Experience June 2015 - August 2015
Job Peer Tutor at Bentley University
Industry Insurance
Experience
Bentley University September 2014 - Present
Sun Life Financial June 2015 - August 2015
Praxair July 2014 - July 2014
Best Buy May 2010 - January 2012
Skills
Customer Service, PowerPoint, Outlook, Time Management, Retail, Microsoft Word, Microsoft Excel, Insurance, Management, Sales, Microsoft Office, Team Leadership, Customer Satisfaction, Inventory Management, Merchandising, Salesforce.com, Microsoft Access, Predictive Modeling
Education
Bentley University 2012 — 2016
Bachelor's degree, Actuarial Science and Business Administration, Senior
Bentley University September 2014 - Present
Sun Life Financial June 2015 - August 2015
Praxair July 2014 - July 2014
Best Buy May 2010 - January 2012
Skills
Customer Service, PowerPoint, Outlook, Time Management, Retail, Microsoft Word, Microsoft Excel, Insurance, Management, Sales, Microsoft Office, Team Leadership, Customer Satisfaction, Inventory Management, Merchandising, Salesforce.com, Microsoft Access, Predictive Modeling
Education
Bentley University 2012 — 2016
Bachelor's degree, Actuarial Science and Business Administration, Senior
Alix Pettinella's Sun Life Financial Experience June 2015 - Present
Job Assistant Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2015 - Present
Bentley University September 2011 - May 2015
Sun Life Financial June 2014 - August 2014
Unum June 2013 - August 2013
Mr. Todd's Gymnastics September 2007 - September 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Microsoft Powerpoint, Microsoft Outlook, Microsoft Word, FactSet Research Systems, IBM SPSS, Research
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Actuarial Science & Business Studies
Sun Life Financial June 2015 - Present
Bentley University September 2011 - May 2015
Sun Life Financial June 2014 - August 2014
Unum June 2013 - August 2013
Mr. Todd's Gymnastics September 2007 - September 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Microsoft Powerpoint, Microsoft Outlook, Microsoft Word, FactSet Research Systems, IBM SPSS, Research
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Actuarial Science & Business Studies
Benjamin Demeule Benjamin Demeule's Sun Life Financial Experience June 2013 - April 2014
Job Unit Controller at ARAMARK Healthcare
Industry Hospital & Health Care
Experience
ARAMARK Healthcare June 2014 - Present
Sun Life Financial June 2013 - April 2014
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Outlook, Microsoft Word, Microsoft Office, Finance, Time Management, Access, Analysis, Management
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Economics-Finance; Mathematical Science
Suffolk University 2009 — 2010
ARAMARK Healthcare June 2014 - Present
Sun Life Financial June 2013 - April 2014
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Outlook, Microsoft Word, Microsoft Office, Finance, Time Management, Access, Analysis, Management
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Economics-Finance; Mathematical Science
Suffolk University 2009 — 2010
Charles Deal Charles Deal's Sun Life Financial Experience May 1999 - July 2008
Job UX Designer, ScrumMaster, Manager for LargeScale, Complex Software
Industry Computer Software
Experience
SunGard Financial Systems March 2013 - Present
SunGard Financial Systems July 2008 - March 2013
Sun Life Financial May 1999 - July 2008
Wellpoint Health Networks March 1997 - May 1999
John Hancock September 1993 - March 1997
Skills
User Interface Design, Information Architecture, Axure, HTML, CSS, XAML, Expression Blend, Certified Scrum Master..., Agile, SharePoint, VersionOne, Wordpress, Joomla, Interaction Design, Wire Framing, Writing, Editing, Storyboarding, User-centered Design, Heuristic Analysis, Experience Strategy, User Scenarios, Usability Testing, Graphic Design, Silverlight, Adobe Creative Suite
Education
University of New Hampshire
Bachelor of Arts
Bentley University
Berklee College of Music
SunGard Financial Systems March 2013 - Present
SunGard Financial Systems July 2008 - March 2013
Sun Life Financial May 1999 - July 2008
Wellpoint Health Networks March 1997 - May 1999
John Hancock September 1993 - March 1997
Skills
User Interface Design, Information Architecture, Axure, HTML, CSS, XAML, Expression Blend, Certified Scrum Master..., Agile, SharePoint, VersionOne, Wordpress, Joomla, Interaction Design, Wire Framing, Writing, Editing, Storyboarding, User-centered Design, Heuristic Analysis, Experience Strategy, User Scenarios, Usability Testing, Graphic Design, Silverlight, Adobe Creative Suite
Education
University of New Hampshire
Bachelor of Arts
Bentley University
Berklee College of Music
Dave Tressler's Sun Life Financial Experience 2007 - 2012
Job Learning/eLearning and Writing Specialist
Industry Human Resources
Experience
Liberty Mutual July 2014 - Present
Arbella Insurance Group October 2012 - July 2014
Navis Learning August 2012 - October 2012
Sun Life Financial 2007 - 2012
Sun Life Financial 1992 - 2007
Information Mapping, Inc. 1991 - 1992
Computer Processing Institute 1989 - 1991
Skills
Information Mapping, E-learning, Captivate, Email Design, Coaching for..., QA for instructional..., Microsoft Office, Lectora, Dreamweaver, SnagIt, HTML, Adobe Acrobat, Adobe Connect, Flash Animation, Windows 7, Databases, Instructional Design, Instructional Technology, Instructional Writing, SCORM, Learning Management, Usability Testing, Information Architecture, Headline Writing, Training & Development, Technical Training, Online Training, Webinars, Computer Graphics, Accelerated Learning, Blended Learning, Curriculum Design, Performance Consulting, Needs Analysis, Curriculum Development, Writing, Instructor-led Training, Software Training, Documentation, Technical Writing, Coaching, Training-project..., Software Documentation, Adult Education, Training Delivery, Training, Staff Development, Training Needs Analysis, Leadership, Articulate Studio
Education
U. Mass., Boston
Master of Education (M.Ed.), Instructional Design
Clark University
Master Certificate, Web Design and Development
Bentley College
Certificate, Software Technical Writing
Emerson College
B.A., Broadcast Journalism, Spanish and French Minor
Braintree High School
Liberty School, Braintree
Liberty Mutual July 2014 - Present
Arbella Insurance Group October 2012 - July 2014
Navis Learning August 2012 - October 2012
Sun Life Financial 2007 - 2012
Sun Life Financial 1992 - 2007
Information Mapping, Inc. 1991 - 1992
Computer Processing Institute 1989 - 1991
Skills
Information Mapping, E-learning, Captivate, Email Design, Coaching for..., QA for instructional..., Microsoft Office, Lectora, Dreamweaver, SnagIt, HTML, Adobe Acrobat, Adobe Connect, Flash Animation, Windows 7, Databases, Instructional Design, Instructional Technology, Instructional Writing, SCORM, Learning Management, Usability Testing, Information Architecture, Headline Writing, Training & Development, Technical Training, Online Training, Webinars, Computer Graphics, Accelerated Learning, Blended Learning, Curriculum Design, Performance Consulting, Needs Analysis, Curriculum Development, Writing, Instructor-led Training, Software Training, Documentation, Technical Writing, Coaching, Training-project..., Software Documentation, Adult Education, Training Delivery, Training, Staff Development, Training Needs Analysis, Leadership, Articulate Studio
Education
U. Mass., Boston
Master of Education (M.Ed.), Instructional Design
Clark University
Master Certificate, Web Design and Development
Bentley College
Certificate, Software Technical Writing
Emerson College
B.A., Broadcast Journalism, Spanish and French Minor
Braintree High School
Liberty School, Braintree
Anup Bhagat's Sun Life Financial Experience 2004 - 2005
Job Founder & CEO at Divya Energy
Industry Renewables & Environment
Experience
Divya Energy April 2010 - Present
532 Development Group January 2010 - April 2010
Lotus Home Care 2008 - January 2010
Media Contacts 2008 - 2008
Sapient 2007 - 2007
SunGard 2006 - 2007
Eze Castle Software 2005 - 2006
Sun Life Financial 2004 - 2005
State Street Corporation 2001 - 2001
The TJX Companies, Inc. 2000 - 2000
Skills
Solar Energy, Private Equity, Venture Capital, Joint Ventures, Cleantech, Entrepreneurship, Start-ups, Solar, PPA, Structured Finance, Cleanweb, CleanwebSolar, Online Advertising, Renewable Energy, Business Intelligence, Business Development, Management, Marketing, Corporate Development, Basecamp, Angel Investing, Business Strategy, Mobile Applications, Strategy
Education
Bentley University 2001 — 2003
Bachelor of Science
Divya Energy April 2010 - Present
532 Development Group January 2010 - April 2010
Lotus Home Care 2008 - January 2010
Media Contacts 2008 - 2008
Sapient 2007 - 2007
SunGard 2006 - 2007
Eze Castle Software 2005 - 2006
Sun Life Financial 2004 - 2005
State Street Corporation 2001 - 2001
The TJX Companies, Inc. 2000 - 2000
Skills
Solar Energy, Private Equity, Venture Capital, Joint Ventures, Cleantech, Entrepreneurship, Start-ups, Solar, PPA, Structured Finance, Cleanweb, CleanwebSolar, Online Advertising, Renewable Energy, Business Intelligence, Business Development, Management, Marketing, Corporate Development, Basecamp, Angel Investing, Business Strategy, Mobile Applications, Strategy
Education
Bentley University 2001 — 2003
Bachelor of Science
Leo J Barrett Jr's Sun Life Financial Experience December 2005 - February 2010
Job Vice President, Commercial Lending at Wakefield Cooperative Bank
Industry Banking
Experience
Wakefield Co-operative Bank February 2014 - Present
Digital Federal Credit Union June 2010 - February 2014
Sun Life Financial December 2005 - February 2010
Sun Life Financial July 1997 - December 2005
Sun Life Financial May 1993 - July 1997
Middlesex County Sheriff Department May 1989 - May 1993
Skills
Portfolio Management, Underwriting, Loans, Commercial Lending, Mortgage Lending, Insurance, Credit, Finance, Real Estate, Loan Origination, Mortgage Banking, Commercial Mortgages, Investments, Valuation, Banking, Due Diligence, Real Estate Economics, Commercial Real Estate, Relationship Management, Credit Analysis, Financial Structuring, Management, Investment Properties, Leadership, Financial Analysis, Negotiation, Funding
Education
Bentley University 1989 — 1993
BS, Finance
Malden Catholic High School 1986 — 1989
Lynnfield
Wakefield Co-operative Bank February 2014 - Present
Digital Federal Credit Union June 2010 - February 2014
Sun Life Financial December 2005 - February 2010
Sun Life Financial July 1997 - December 2005
Sun Life Financial May 1993 - July 1997
Middlesex County Sheriff Department May 1989 - May 1993
Skills
Portfolio Management, Underwriting, Loans, Commercial Lending, Mortgage Lending, Insurance, Credit, Finance, Real Estate, Loan Origination, Mortgage Banking, Commercial Mortgages, Investments, Valuation, Banking, Due Diligence, Real Estate Economics, Commercial Real Estate, Relationship Management, Credit Analysis, Financial Structuring, Management, Investment Properties, Leadership, Financial Analysis, Negotiation, Funding
Education
Bentley University 1989 — 1993
BS, Finance
Malden Catholic High School 1986 — 1989
Lynnfield
Andrew Curry Andrew Curry's Sun Life Financial Experience October 2004 - December 2009
Job Underwriting Manager at Berkley Accident & Health, LLC
Industry Insurance
Experience
Berkley Accident & Health, LLC October 2012 - Present
Tufts Health Plan January 2010 - October 2012
Sun Life Financial October 2004 - December 2009
Skills
Underwriting, Insurance, Management, Health Insurance, Employee Benefits, Change Management, Risk Management, Financial Risk, Process Improvement, Brokers, Managed Care, Stop Loss, Reinsurance
Education
Bentley University 2005 — 2008
MBA, Management
St. Francis Xavier University
Bachelor of Business Administration, Information Systems
Xaverian Brothers High School
Berkley Accident & Health, LLC October 2012 - Present
Tufts Health Plan January 2010 - October 2012
Sun Life Financial October 2004 - December 2009
Skills
Underwriting, Insurance, Management, Health Insurance, Employee Benefits, Change Management, Risk Management, Financial Risk, Process Improvement, Brokers, Managed Care, Stop Loss, Reinsurance
Education
Bentley University 2005 — 2008
MBA, Management
St. Francis Xavier University
Bachelor of Business Administration, Information Systems
Xaverian Brothers High School
Grace Seme's Sun Life Financial Experience August 2014 - Present
Job Marketing Strategy & Integration Consultant: Helping people protect what they love about their lives
Industry Management Consulting
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial August 2012 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Bentley University Career Services November 2008 - August 2012
Sun Life Financial May 2011 - August 2011
Country Squire Restaurant May 2005 - August 2008
Skills
Data Analysis, Recruiting, PowerPoint, Motivation, Outlook, SPSS, Microsoft Excel, Leadership Development, Management, Leadership
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Management and Global Perspectives
Sun Life Financial August 2014 - Present
Sun Life Financial August 2012 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Bentley University Career Services November 2008 - August 2012
Sun Life Financial May 2011 - August 2011
Country Squire Restaurant May 2005 - August 2008
Skills
Data Analysis, Recruiting, PowerPoint, Motivation, Outlook, SPSS, Microsoft Excel, Leadership Development, Management, Leadership
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Management and Global Perspectives
Oscar Cortes's Sun Life Financial Experience December 2000 - July 2006
Job Sr. Mobile Architect at Fancred
Industry Information Technology and Services
Experience
Fancred September 2014 - Present
Brightcove July 2013 - September 2014
Brightcove May 2012 - June 2013
Brightcove February 2007 - April 2012
Toastmasters at MIT September 2009 - September 2010
Keane, Inc August 2006 - January 2007
Sun Life Financial December 2000 - July 2006
GE Ddemesis September 1997 - November 2000
Televisa March 1997 - September 1997
Skills
JavaScript, Mobile Applications, Agile Methodologies, Web Applications, HTML 5, Flex, jQuery, Web Development, ActionScript, Scrum, Cloud Computing, Java, Software Development, Objective-C, Integration, SQL, HTML5, Mobile Devices, iOS development, Android, Web Services, Databases, IT Management, Information Technology, Management, Strategy, RIA, JSON, Technical Leadership, Git, Agile Project Management, Software Engineering, SQL database design, IT Policy, SaaS, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
Master of Science, Information Technology
Universidad Autónoma Metropolitana 1991 — 1996
Engineer, Computer Science
Fancred September 2014 - Present
Brightcove July 2013 - September 2014
Brightcove May 2012 - June 2013
Brightcove February 2007 - April 2012
Toastmasters at MIT September 2009 - September 2010
Keane, Inc August 2006 - January 2007
Sun Life Financial December 2000 - July 2006
GE Ddemesis September 1997 - November 2000
Televisa March 1997 - September 1997
Skills
JavaScript, Mobile Applications, Agile Methodologies, Web Applications, HTML 5, Flex, jQuery, Web Development, ActionScript, Scrum, Cloud Computing, Java, Software Development, Objective-C, Integration, SQL, HTML5, Mobile Devices, iOS development, Android, Web Services, Databases, IT Management, Information Technology, Management, Strategy, RIA, JSON, Technical Leadership, Git, Agile Project Management, Software Engineering, SQL database design, IT Policy, SaaS, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
Master of Science, Information Technology
Universidad Autónoma Metropolitana 1991 — 1996
Engineer, Computer Science
Dana Chipouras's Sun Life Financial Experience January 2006 - September 2006
Job Senior Manager of Internal Controls at Shake Shack
Industry Restaurants
Experience
Shake Shack July 2014 - Present
DigitalGlobe September 2012 - Present
Ernst & Young LLP August 2008 - January 2012
Protiviti January 2008 - May 2008
Protiviti September 2006 - December 2007
Sun Life Financial January 2006 - September 2006
Babson Capital Management May 2005 - August 2005
Skills
Enterprise Risk..., Sarbanes-Oxley, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Audit, Internal Controls, IT Audit, CISA, External Audit
Education
Bentley University 2002 — 2006
B.S. Corporate Finance & Accounting
Somers High School 1998 — 2002
Shake Shack July 2014 - Present
DigitalGlobe September 2012 - Present
Ernst & Young LLP August 2008 - January 2012
Protiviti January 2008 - May 2008
Protiviti September 2006 - December 2007
Sun Life Financial January 2006 - September 2006
Babson Capital Management May 2005 - August 2005
Skills
Enterprise Risk..., Sarbanes-Oxley, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Audit, Internal Controls, IT Audit, CISA, External Audit
Education
Bentley University 2002 — 2006
B.S. Corporate Finance & Accounting
Somers High School 1998 — 2002
Jennifer Bialobrzeski's Sun Life Financial Experience 2001 - 2013
Job AVP, Cash Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Sun Capital Advisers LLC June 2012 - July 2013
Sun Life Financial 2001 - 2013
Sun Capital Advisers LLC October 2007 - June 2012
Sun Capital Advisers LLC July 2001 - October 2007
Skills
Mutual Funds, Portfolio Management, Trading, Bloomberg, Analysis, Investments, Business Analysis, Risk Management, Project Management, Asset Management, Electronic Trading, Money Market, Cash Management, BlackRock Aladdin, Fixed Income, Equities, Derivatives, Securities, Alternative Investments
Education
Bentley University 1997 — 2003
Bachelor of Arts (BA), Marketing
University of Miami 1995 — 1997
Marketing
St. Bernard's Central Catholic High School
Wellington Management July 2014 - Present
Sun Capital Advisers LLC June 2012 - July 2013
Sun Life Financial 2001 - 2013
Sun Capital Advisers LLC October 2007 - June 2012
Sun Capital Advisers LLC July 2001 - October 2007
Skills
Mutual Funds, Portfolio Management, Trading, Bloomberg, Analysis, Investments, Business Analysis, Risk Management, Project Management, Asset Management, Electronic Trading, Money Market, Cash Management, BlackRock Aladdin, Fixed Income, Equities, Derivatives, Securities, Alternative Investments
Education
Bentley University 1997 — 2003
Bachelor of Arts (BA), Marketing
University of Miami 1995 — 1997
Marketing
St. Bernard's Central Catholic High School
Greg Spyropoulos, CFA's Sun Life Financial Experience February 2005 - July 2008
Job Vice President, Agency Execution Services Americas
Industry Financial Services
Experience
State Street July 2008 - Present
Sun Life Financial February 2005 - July 2008
Sun Life Financial June 2002 - January 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Trading, Equity Trading
Education
Bentley University 1999 — 2003
BS, Finance
State Street July 2008 - Present
Sun Life Financial February 2005 - July 2008
Sun Life Financial June 2002 - January 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Trading, Equity Trading
Education
Bentley University 1999 — 2003
BS, Finance
Shruti Manglik, CPA's Sun Life Financial Experience 2004 - 2007
Job Experienced Audit & Risk Professional
Industry Information Technology and Services
Experience
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
Ed Braga's Sun Life Financial Experience May 2002 - February 2009
Job Senior Program Management Consultant at LeapFrog Systems
Industry Information Technology and Services
Experience
LeapFrog Systems August 2014 - Present
The Mentor Network January 2013 - August 2014
Dell Services August 2010 - January 2013
Pearson March 2010 - August 2010
Sun Life Financial May 2002 - February 2009
Sun Life Financial June 2000 - April 2002
Sun Life Financial May 1999 - June 2000
New England Financial March 1997 - February 1999
TJX June 1989 - March 1996
Skills
PMO, SDLC, PMP, Business Analysis, Project Portfolio..., Process Improvement, Project Management, Requirements Gathering, Program Management, Requirements Analysis, Project Delivery, Resource Management, Change Management, Management, Agile Project Management, Risk Management, Business Intelligence, Agile Methodologies, Training, Project Planning, Analysis, Enterprise Software, IT Strategy, Governance, Cloud Computing, Software Project..., Business Process, SaaS
Education
Stanford University 2014 — 2016
Advanced Project Management Program
Northwestern University 2011 — 2016
Master of Science, Information Systems
Boston University 2000 — 2001
Master's Certificate, Project Management
Bentley University 1989 — 1994
Bachelor of Science, Business Economics
LeapFrog Systems August 2014 - Present
The Mentor Network January 2013 - August 2014
Dell Services August 2010 - January 2013
Pearson March 2010 - August 2010
Sun Life Financial May 2002 - February 2009
Sun Life Financial June 2000 - April 2002
Sun Life Financial May 1999 - June 2000
New England Financial March 1997 - February 1999
TJX June 1989 - March 1996
Skills
PMO, SDLC, PMP, Business Analysis, Project Portfolio..., Process Improvement, Project Management, Requirements Gathering, Program Management, Requirements Analysis, Project Delivery, Resource Management, Change Management, Management, Agile Project Management, Risk Management, Business Intelligence, Agile Methodologies, Training, Project Planning, Analysis, Enterprise Software, IT Strategy, Governance, Cloud Computing, Software Project..., Business Process, SaaS
Education
Stanford University 2014 — 2016
Advanced Project Management Program
Northwestern University 2011 — 2016
Master of Science, Information Systems
Boston University 2000 — 2001
Master's Certificate, Project Management
Bentley University 1989 — 1994
Bachelor of Science, Business Economics
Brian Verdy's Sun Life Financial Experience March 1996 - March 2015
Job Director, Loan Servicing at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 1996 - March 2015
Skills
Asset Managment, Financial Analysis, Finance, Real Estate Economics, Commercial Real Estate, Commercial Mortgages, Management, Loan Servicing, Property Insurance
Education
Bentley University
Bachelor's degree, Accounting
Sun Life Financial March 1996 - March 2015
Skills
Asset Managment, Financial Analysis, Finance, Real Estate Economics, Commercial Real Estate, Commercial Mortgages, Management, Loan Servicing, Property Insurance
Education
Bentley University
Bachelor's degree, Accounting
Anthony Vitale's Sun Life Financial Experience May 2011 - February 2012
Job Managing Consultant at Navigant
Industry Insurance
Experience
Navigant February 2013 - Present
Amica Mutual Insurance March 2012 - February 2013
Sun Life Financial May 2011 - February 2012
Sun Life Financial August 2009 - May 2011
Sun Life Financial June 2006 - August 2009
Skills
Access, Analysis, Visio, Management, Training, Project Management, Budgets, Business Process, Microsoft Excel, Insurance, Sales, Time Management, Customer Service, Accounting, PowerPoint, Financial Risk, Requirements Gathering
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance
Natick High School 1998 — 2002
Navigant February 2013 - Present
Amica Mutual Insurance March 2012 - February 2013
Sun Life Financial May 2011 - February 2012
Sun Life Financial August 2009 - May 2011
Sun Life Financial June 2006 - August 2009
Skills
Access, Analysis, Visio, Management, Training, Project Management, Budgets, Business Process, Microsoft Excel, Insurance, Sales, Time Management, Customer Service, Accounting, PowerPoint, Financial Risk, Requirements Gathering
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance
Natick High School 1998 — 2002
Andrew Geffken, CPA's Sun Life Financial Experience May 2004 - June 2005
Job Associate Controllers Group at Global Atlantic
Industry Accounting
Experience
Global Atlantic June 2013 - Present
Liberty Investments July 2011 - April 2013
Sun Life Financial, Financial Reporting April 2008 - June 2011
Sun Life Financial, Financial Reporting June 2005 - April 2008
Sun Life Financial May 2004 - June 2005
Abrams Little-Gill Loberfeld PC September 2000 - December 2003
Caritas Medical Group January 1998 - August 2000
Skills
General Ledger, Accounting, Financial Analysis, Financial Reporting, Finance, Auditing, CPA, Internal Audit, Tax, Account Reconciliation
Education
Bentley University 1996 — 2000
CPA Coursework, Accounting
Saint Michael's College 1985 — 1989
B.A., English literature, Mathematics
LOMA
Licensed as CPA
CPA
Global Atlantic June 2013 - Present
Liberty Investments July 2011 - April 2013
Sun Life Financial, Financial Reporting April 2008 - June 2011
Sun Life Financial, Financial Reporting June 2005 - April 2008
Sun Life Financial May 2004 - June 2005
Abrams Little-Gill Loberfeld PC September 2000 - December 2003
Caritas Medical Group January 1998 - August 2000
Skills
General Ledger, Accounting, Financial Analysis, Financial Reporting, Finance, Auditing, CPA, Internal Audit, Tax, Account Reconciliation
Education
Bentley University 1996 — 2000
CPA Coursework, Accounting
Saint Michael's College 1985 — 1989
B.A., English literature, Mathematics
LOMA
Licensed as CPA
CPA
Philip MacKenzie's Sun Life Financial Experience May 1991 - March 2005
Job Systems Analysis Sr Specialist at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare October 2009 - Present
American Student Assistance November 2007 - January 2009
American Student Assistance May 2005 - November 2007
Sun Life Financial May 1991 - March 2005
Education
Bentley University
MBA, Management, Finance
Brandeis University
CIGNA Healthcare October 2009 - Present
American Student Assistance November 2007 - January 2009
American Student Assistance May 2005 - November 2007
Sun Life Financial May 1991 - March 2005
Education
Bentley University
MBA, Management, Finance
Brandeis University
Andrew Suffredini's Sun Life Financial Experience June 2009 - August 2009
Job Financial Planning and Analysis Manager at FactSet
Industry Financial Services
Experience
FactSet February 2015 - Present
Cigna February 2014 - February 2015
CIGNA June 2012 - February 2014
CIGNA June 2010 - June 2012
Sun Life Financial June 2009 - August 2009
Fundadministration April 2006 - July 2008
UBS Investment Bank April 2005 - March 2006
Goldman Sachs June 2004 - March 2005
Skills
Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA/MSF
Bentley University 2000 — 2004
B.S., Economics-Finance
FactSet February 2015 - Present
Cigna February 2014 - February 2015
CIGNA June 2012 - February 2014
CIGNA June 2010 - June 2012
Sun Life Financial June 2009 - August 2009
Fundadministration April 2006 - July 2008
UBS Investment Bank April 2005 - March 2006
Goldman Sachs June 2004 - March 2005
Skills
Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA/MSF
Bentley University 2000 — 2004
B.S., Economics-Finance
Sean Craven's Sun Life Financial Experience January 2000 - March 2005
Job Credit Analyst
Industry Financial Services
Experience
Focus Management Group October 2009 - Present
York Consulting Group March 2009 - July 2011
Encore Bank June 2006 - October 2008
Cohen Financial August 2005 - June 2006
Sun Life Financial January 2000 - March 2005
Skills
Finance, Financial Modeling, Portfolio Management, Credit, Loans, Analysis, Investments, Management, Credit Analysis, Restructuring, Project Management, Underwriting, Real Estate, New Business Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
MBA, Business concentration finance
Boston College 1992 — 1996
Bachelors, Business concentration finance
Focus Management Group October 2009 - Present
York Consulting Group March 2009 - July 2011
Encore Bank June 2006 - October 2008
Cohen Financial August 2005 - June 2006
Sun Life Financial January 2000 - March 2005
Skills
Finance, Financial Modeling, Portfolio Management, Credit, Loans, Analysis, Investments, Management, Credit Analysis, Restructuring, Project Management, Underwriting, Real Estate, New Business Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
MBA, Business concentration finance
Boston College 1992 — 1996
Bachelors, Business concentration finance
Jay Symonds's Sun Life Financial Experience September 2004 - December 2009
Job Senior Counsel at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2004 - December 2009
Conn Kavanaugh Rosenthal Peisch & Ford, LLP September 2003 - September 2004
Mirick O'Connell DeMallie & Lougee November 1997 - September 2003
Education
New England Law Boston 1993 — 1997
J.D.
Bentley University 1987 — 1991
B.S., Finance
Sun Life Financial September 2004 - December 2009
Conn Kavanaugh Rosenthal Peisch & Ford, LLP September 2003 - September 2004
Mirick O'Connell DeMallie & Lougee November 1997 - September 2003
Education
New England Law Boston 1993 — 1997
J.D.
Bentley University 1987 — 1991
B.S., Finance
Giovanna Abeiga's Sun Life Financial Experience July 2008 - August 2012
Job Executive Administrative Assistant
Industry Executive Office
Experience
Brandeis University September 2012 - Present
Pamper Me With Paper May 2008 - October 2014
Sun Life Financial July 2008 - August 2012
Boston Ventures 1995 - 1999
Cahners Publishing 1992 - 1995
Skills
Event Planning, Administrative..., Visio, Parties, Publishing, Weddings, Expense Management, Public Speaking, Event Management, Office Management, Human Resources, Meeting Planning
Education
Bentley University
Business Management/Marketing
Massachusetts Bay Community College
Brandeis University September 2012 - Present
Pamper Me With Paper May 2008 - October 2014
Sun Life Financial July 2008 - August 2012
Boston Ventures 1995 - 1999
Cahners Publishing 1992 - 1995
Skills
Event Planning, Administrative..., Visio, Parties, Publishing, Weddings, Expense Management, Public Speaking, Event Management, Office Management, Human Resources, Meeting Planning
Education
Bentley University
Business Management/Marketing
Massachusetts Bay Community College
Lisa Kurtz's Sun Life Financial Experience May 2001 - November 2006
Job Independent IT Consultant
Industry Computer Software
Experience
Shire Way Consulting November 2012 - Present
Avid Technology March 2012 - December 2014
Johnson & Johnson July 2011 - March 2012
International Business Machines November 2006 - July 2011
Sun Life Financial May 2001 - November 2006
Skills
Cognos, Business Intelligence, Business Analysis, Requirements Analysis, SDLC, Business Analytics, Data Warehousing, Requirements Gathering, Visio, Enterprise Software, SQL, OLAP, Databases, Data Modeling, Data Analysis, Database Design, Business Process, Business Objects, Analytics, Systems Analysis, IT Management, Enterprise Architecture, Business Requirements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management Information Systems
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor's degree, Management Information Systems
Shire Way Consulting November 2012 - Present
Avid Technology March 2012 - December 2014
Johnson & Johnson July 2011 - March 2012
International Business Machines November 2006 - July 2011
Sun Life Financial May 2001 - November 2006
Skills
Cognos, Business Intelligence, Business Analysis, Requirements Analysis, SDLC, Business Analytics, Data Warehousing, Requirements Gathering, Visio, Enterprise Software, SQL, OLAP, Databases, Data Modeling, Data Analysis, Database Design, Business Process, Business Objects, Analytics, Systems Analysis, IT Management, Enterprise Architecture, Business Requirements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management Information Systems
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor's degree, Management Information Systems
John Rizzo's Sun Life Financial Experience July 2009 - March 2012
Job Director Valuation Controls at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
Anthony Cuddi's Sun Life Financial Experience January 2010 - August 2012
Job Senior Property Accountant at Starwood Retail
Industry Real Estate
Experience
Starwood Retail Partners LLC July 2015 - Present
Trident Capital Group July 2012 - May 2015
Sun Life Financial January 2010 - August 2012
BMEGateway January 2009 - December 2009
Skills
Yardi Voyager, Microsoft Excel, Microsoft Office, Cash Flow, Financial Reporting, Financial Accounting, Accounting
Education
Boston University 2013 — 2015
Real Estate Finance Certificate Program
Bentley University 2005 — 2009
BA, Information Systems Audit and Control
Starwood Retail Partners LLC July 2015 - Present
Trident Capital Group July 2012 - May 2015
Sun Life Financial January 2010 - August 2012
BMEGateway January 2009 - December 2009
Skills
Yardi Voyager, Microsoft Excel, Microsoft Office, Cash Flow, Financial Reporting, Financial Accounting, Accounting
Education
Boston University 2013 — 2015
Real Estate Finance Certificate Program
Bentley University 2005 — 2009
BA, Information Systems Audit and Control
Andrew Ruggiero's Sun Life Financial Experience March 2008 - May 2010
Job Regional Retirement Plan Specialist Boston & New England/Dir. of Bus. Dvlp. for the Principal Financial Group/Princor RR
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
ADP October 2013 - July 2014
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial March 2008 - May 2010
Cardservice International April 2009 - December 2009
New England Surge May 2007 - September 2007
Northwestern Mutual February 2006 - August 2007
StudentCity.com September 2004 - March 2006
University Painters February 2005 - October 2005
Campbell Plumbing and Heating June 2001 - August 2004
Skills
Financial Services, 401k, Retirement Planning, Strategy, Retirement, Training, Finance, Leadership, Public Speaking
Education
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Principal Financial Group July 2014 - Present
ADP October 2013 - July 2014
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial March 2008 - May 2010
Cardservice International April 2009 - December 2009
New England Surge May 2007 - September 2007
Northwestern Mutual February 2006 - August 2007
StudentCity.com September 2004 - March 2006
University Painters February 2005 - October 2005
Campbell Plumbing and Heating June 2001 - August 2004
Skills
Financial Services, 401k, Retirement Planning, Strategy, Retirement, Training, Finance, Leadership, Public Speaking
Education
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Juliane (Murray) Stamos's Sun Life Financial Experience September 2003 - November 2009
Job Project Coordinator at Covidien
Industry Medical Devices
Experience
Covidien September 2014 - Present
Covidien January 2013 - September 2014
Covidien September 2010 - January 2013
Sun Life Financial September 2003 - November 2009
Sun Life Financial July 2000 - September 2003
Skills
Lotus Notes, PowerPoint, Excel, Word, Customer Relations, Microsoft Excel, Customer Service, Microsoft Word, Project Management, Management, Sales, Account Management, Analysis, Product Development, New Business Development, Marketing, Process Improvement, Business Analysis
Education
Bentley University 2004 — 2007
MBA, Marketing
Quinnipiac University 1996 — 2000
BS, Marketing & Management
Mansfield High School
Covidien September 2014 - Present
Covidien January 2013 - September 2014
Covidien September 2010 - January 2013
Sun Life Financial September 2003 - November 2009
Sun Life Financial July 2000 - September 2003
Skills
Lotus Notes, PowerPoint, Excel, Word, Customer Relations, Microsoft Excel, Customer Service, Microsoft Word, Project Management, Management, Sales, Account Management, Analysis, Product Development, New Business Development, Marketing, Process Improvement, Business Analysis
Education
Bentley University 2004 — 2007
MBA, Marketing
Quinnipiac University 1996 — 2000
BS, Marketing & Management
Mansfield High School
Ying Zhao's Sun Life Financial Experience November 2009 - November 2010
Job at Resolution Life
Industry Insurance
Experience
Resolution Life June 2014 - Present
Ernst & Young October 2010 - June 2014
Sun Life Financial November 2009 - November 2010
Sun Life Financial September 2008 - November 2009
Sun Life Financial (China) September 2006 - September 2008
Sun Life Financial 2002 - 2006
Skills
Actuarial, ALM, Valuation, Insurance, Hedging, US GAAP, Canadian GAAP, Financial Modeling, Captive reinsurance, Asset Modeling
Education
University of Connecticut 2001 — 2002
MS, Mathematics
Beijing Normal University 1994 — 1998
BS, International Economics
Resolution Life June 2014 - Present
Ernst & Young October 2010 - June 2014
Sun Life Financial November 2009 - November 2010
Sun Life Financial September 2008 - November 2009
Sun Life Financial (China) September 2006 - September 2008
Sun Life Financial 2002 - 2006
Skills
Actuarial, ALM, Valuation, Insurance, Hedging, US GAAP, Canadian GAAP, Financial Modeling, Captive reinsurance, Asset Modeling
Education
University of Connecticut 2001 — 2002
MS, Mathematics
Beijing Normal University 1994 — 1998
BS, International Economics
Esther Song, CPA, MSA's Sun Life Financial Experience March 2010 - November 2011
Job Senior Internal Auditor at Prudential Financial
Industry Insurance
Experience
Prudential Financial June 2012 - Present
Sun Life Financial March 2010 - November 2011
Deloitte 2007 - 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MSA, Accounting
Prudential Financial June 2012 - Present
Sun Life Financial March 2010 - November 2011
Deloitte 2007 - 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MSA, Accounting
Kara (Bagley) Leclerc's Sun Life Financial Experience May 2007 - September 2007
Job Team Manager at National Life Group
Industry Insurance
Experience
National Life Group January 2015 - Present
National Life Group September 2013 - December 2014
Summit Partners July 2011 - August 2013
KPMG Audit September 2008 - June 2011
Barnes & Noble College Booksellers January 2005 - May 2008
Sun Life Financial May 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Financial Modeling, SEC Filings, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accounting
Bentley University 2003 — 2007
Bachelors of Science, Accounting
National Life Group January 2015 - Present
National Life Group September 2013 - December 2014
Summit Partners July 2011 - August 2013
KPMG Audit September 2008 - June 2011
Barnes & Noble College Booksellers January 2005 - May 2008
Sun Life Financial May 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Auditing, Financial Modeling, SEC Filings, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accounting
Bentley University 2003 — 2007
Bachelors of Science, Accounting
Jill Meinke's Sun Life Financial Experience March 2008 - March 2010
Job Financial Services Professional
Industry
Experience
Sun Life Financial March 2008 - March 2010
Smith Barney 2006 - 2010
Education
Bentley University 2002 — 2006
B.S, Marketing
Sun Life Financial March 2008 - March 2010
Smith Barney 2006 - 2010
Education
Bentley University 2002 — 2006
B.S, Marketing
Bill Medeiros's Sun Life Financial Experience March 2005 - Present
Job Business Systems Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2005 - Present
New England Wealth Management, LLC January 2001 - September 2004
Polaroid October 1978 - March 1995
Skills
Insurance, Mutual Funds, Fixed Annuities, Risk Management, Life Insurance, Financial Services, Health Insurance, Disability Insurance, Business Analysis, SDLC, Visio, Retirement, Process Improvement, Access, Requirements Gathering, Software Documentation, Lotus Notes, Requirements Analysis, Analysis, Business Process, Business Requirements, Leadership, Management, Systems Analysis
Education
Bentley University 1981 — 1987
B.S., Computer Info Sciences
Northeastern University 1976 — 1980
BS, Criminal Justice
Sun Life Financial March 2005 - Present
New England Wealth Management, LLC January 2001 - September 2004
Polaroid October 1978 - March 1995
Skills
Insurance, Mutual Funds, Fixed Annuities, Risk Management, Life Insurance, Financial Services, Health Insurance, Disability Insurance, Business Analysis, SDLC, Visio, Retirement, Process Improvement, Access, Requirements Gathering, Software Documentation, Lotus Notes, Requirements Analysis, Analysis, Business Process, Business Requirements, Leadership, Management, Systems Analysis
Education
Bentley University 1981 — 1987
B.S., Computer Info Sciences
Northeastern University 1976 — 1980
BS, Criminal Justice
Sandra Dassoni's Sun Life Financial Experience 2009 - 2010
Job Financial Reporting in IT Finance area at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Sun Life Financial 2009 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2005 - 2007
Sun Life Financial 2005 - 2005
Boston Sand & Gravel Company 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Analysis, Forecasting, Sarbanes-Oxley Act, Finance, Financial Analysis, Account Reconciliation, Budgets, Management, Process Improvement
Education
Bentley University
BS (summa cum laude), Accountancy, computer science
John Hancock Life Insurance Company (U.S.A.) 2011 - Present
Sun Life Financial 2009 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2005 - 2007
Sun Life Financial 2005 - 2005
Boston Sand & Gravel Company 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Analysis, Forecasting, Sarbanes-Oxley Act, Finance, Financial Analysis, Account Reconciliation, Budgets, Management, Process Improvement
Education
Bentley University
BS (summa cum laude), Accountancy, computer science
Elaine Paula's Sun Life Financial Experience October 2011 - Present
Job Associate Director, Data Solutions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial August 2010 - October 2011
Sun Life Financial June 2008 - August 2010
Sun Life Financial July 2005 - June 2008
Sun Life Financial April 2004 - July 2005
Sun Life Financial June 2000 - April 2004
Sun Life Financial April 1998 - June 2000
Artistic Window Treatments August 1993 - December 1998
Fidelity Investments August 1983 - August 1985
Computer Assistance, Inc. June 1980 - August 1983
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Software Project..., Data Warehousing, Microsoft SQL Server, Process Improvement, Test Planning, Software Development, SQL, Agile Methodologies, Mainframe, COBOL, Functional..., Data Quality, Metadata Management, Scrum, Waterfall, Data Governance
Education
Worcester Polytechnic Institute 2003 — 2004
JAVA Certificate, Java, SQL Server, XML, JSP
Bentley University 1975 — 1979
Bachelor of Science (B.S.), Computer Information Systems
Sun Life Financial October 2011 - Present
Sun Life Financial August 2010 - October 2011
Sun Life Financial June 2008 - August 2010
Sun Life Financial July 2005 - June 2008
Sun Life Financial April 2004 - July 2005
Sun Life Financial June 2000 - April 2004
Sun Life Financial April 1998 - June 2000
Artistic Window Treatments August 1993 - December 1998
Fidelity Investments August 1983 - August 1985
Computer Assistance, Inc. June 1980 - August 1983
Skills
Requirements Gathering, Business Requirements, SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Software Project..., Data Warehousing, Microsoft SQL Server, Process Improvement, Test Planning, Software Development, SQL, Agile Methodologies, Mainframe, COBOL, Functional..., Data Quality, Metadata Management, Scrum, Waterfall, Data Governance
Education
Worcester Polytechnic Institute 2003 — 2004
JAVA Certificate, Java, SQL Server, XML, JSP
Bentley University 1975 — 1979
Bachelor of Science (B.S.), Computer Information Systems
Jim Stott's Sun Life Financial Experience October 2012 - August 2014
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon December 2014 - Present
Sun Life Financial October 2012 - August 2014
Standard Insurance Company February 2008 - October 2012
Assurant Employee Benefits April 2006 - February 2008
Guardian Life Insurance January 2005 - April 2006
Jefferson Pilot Financial September 2002 - January 2005
Sun Life Financial June 1995 - September 2002
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Sales Management, Insurance, Brokers, Term Life Insurance, Underwriting, Account Management, Benefits Administration, Marketing, Retirement, Health Insurance, Long-term Care
Education
Bentley University 1991 — 1995
BS, Management
Marlborough High School 1987 — 1991
Liazon December 2014 - Present
Sun Life Financial October 2012 - August 2014
Standard Insurance Company February 2008 - October 2012
Assurant Employee Benefits April 2006 - February 2008
Guardian Life Insurance January 2005 - April 2006
Jefferson Pilot Financial September 2002 - January 2005
Sun Life Financial June 1995 - September 2002
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Sales Management, Insurance, Brokers, Term Life Insurance, Underwriting, Account Management, Benefits Administration, Marketing, Retirement, Health Insurance, Long-term Care
Education
Bentley University 1991 — 1995
BS, Management
Marlborough High School 1987 — 1991
Mary Schorr's Sun Life Financial Experience May 2011 - March 2013
Job Associate Director, IT Business Services at Boston College
Industry Accounting
Experience
Boston College February 2013 - Present
Sun Life Financial May 2011 - March 2013
Sun Life Financial 1996 - 2010
Camp, Dresser & McKee April 1994 - April 1996
Skills
Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MS, Accounting
Boston College 1988 — 1992
BS, Accounting
Boston College February 2013 - Present
Sun Life Financial May 2011 - March 2013
Sun Life Financial 1996 - 2010
Camp, Dresser & McKee April 1994 - April 1996
Skills
Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MS, Accounting
Boston College 1988 — 1992
BS, Accounting
Jolene Springfield's Sun Life Financial Experience January 2003 - February 2009
Job Insurance Professional
Industry Insurance
Experience
Sun Life Financial January 2003 - February 2009
Sun Life Financial 2003 - 2009
International Data Group (IDG) February 1994 - April 2001
American Express May 1981 - December 1993
Education
Bentley University
No, Business Admin/Law - Studies
Sun Life Financial January 2003 - February 2009
Sun Life Financial 2003 - 2009
International Data Group (IDG) February 1994 - April 2001
American Express May 1981 - December 1993
Education
Bentley University
No, Business Admin/Law - Studies
Glenn Minkovitz's Sun Life Financial Experience 1972 - 1980
Job Owner at The Coupon Book
Industry Marketing and Advertising
Experience
The Coupon Book October 1987 - Present
Card Shop and Conveniece/BeerWine Store 1980 - 1987
Sun Life Financial 1972 - 1980
Skills
Small Business, Direct Marketing, Direct Mail, Advertising, Online Marketing, Social Media Marketing, Online Advertising, Retail, Facebook, SEM, Social Media, Brand Development, Marketing, Social Networking, PPC, SEO, Lead Generation, Entrepreneurship, Strategic Planning, Sales Management, Sales, E-commerce, Digital Marketing, B2B
Education
Bentley College 1968 — 1972
Bachelor Of Science, Accounting
The Coupon Book October 1987 - Present
Card Shop and Conveniece/BeerWine Store 1980 - 1987
Sun Life Financial 1972 - 1980
Skills
Small Business, Direct Marketing, Direct Mail, Advertising, Online Marketing, Social Media Marketing, Online Advertising, Retail, Facebook, SEM, Social Media, Brand Development, Marketing, Social Networking, PPC, SEO, Lead Generation, Entrepreneurship, Strategic Planning, Sales Management, Sales, E-commerce, Digital Marketing, B2B
Education
Bentley College 1968 — 1972
Bachelor Of Science, Accounting
Brian Pesetsky's Sun Life Financial Experience January 2006 - November 2014
Job Senior Corporate Reporting Accountant at Harvard Pilgrim Health Care
Industry Financial Services
Experience
Harvard Pilgrim Health Care November 2014 - Present
Sun Life Financial January 2006 - November 2014
Skills
IFRS, GAAP and..., Hyperion - Essbase..., Excel4Apps GL Wand..., Oracle E-Business Suite, Advanced Microsoft Excel, Visual Basic, TM Wings Statutory..., Clearwater Investment..., SharePoint, Stone River - eFreedom..., SNL Financial, Blackline...
Education
Bentley University 1997 — 1998
Graduate, Accounting
Berklee College of Music 1981 — 1985
Bachelor or Arts - Jazz Composition, Compostion
Harvard Pilgrim Health Care November 2014 - Present
Sun Life Financial January 2006 - November 2014
Skills
IFRS, GAAP and..., Hyperion - Essbase..., Excel4Apps GL Wand..., Oracle E-Business Suite, Advanced Microsoft Excel, Visual Basic, TM Wings Statutory..., Clearwater Investment..., SharePoint, Stone River - eFreedom..., SNL Financial, Blackline...
Education
Bentley University 1997 — 1998
Graduate, Accounting
Berklee College of Music 1981 — 1985
Bachelor or Arts - Jazz Composition, Compostion
Matt Levesque's Sun Life Financial Experience June 2013 - February 2015
Job Account Executive Manager Research at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates March 2015 - Present
Sun Life Financial June 2013 - February 2015
Wells Fargo Advisors October 2012 - May 2013
The Nottingham Wealth Management Group of Wells Fargo Advisors May 2008 - October 2012
Skills
Investments, Insurance, Customer Service, Sales, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Finance, Financial Analysis, Wealth Management, Life Insurance, Portfolio Management, Retirement, Disability Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
Brighton House Associates March 2015 - Present
Sun Life Financial June 2013 - February 2015
Wells Fargo Advisors October 2012 - May 2013
The Nottingham Wealth Management Group of Wells Fargo Advisors May 2008 - October 2012
Skills
Investments, Insurance, Customer Service, Sales, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Finance, Financial Analysis, Wealth Management, Life Insurance, Portfolio Management, Retirement, Disability Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.